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22 views1,216 pages

Framemaker Help

Uploaded by

Vibha Madaan
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
Download as pdf or txt
0% found this document useful (0 votes)
22 views1,216 pages

Framemaker Help

Uploaded by

Vibha Madaan
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
Download as pdf or txt
Download as pdf or txt
You are on page 1/ 1216

Using Adobe FrameMaker

April 24, 2024


Contents

Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
What is FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Author and enrich content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Manage and collaborate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Publish across multiple channels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Supported software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Authoring modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Choose an authoring mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
FrameMaker mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Structured FrameMaker mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
What’s new in Adobe FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
What’s new in Update 1 of Adobe FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
User-specified named destination in PDF output . . . . . . . . . . . . . . . . . . . . . . . . . 22
Pretty Print and Preview Filter by Attribute moved to the Structured Access bar . . . . . . 23
What’s new in Update 2 of Adobe FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Search within nested DITA maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
What’s new in Update 3 of Adobe FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Unicode support for managing files through AEM connector . . . . . . . . . . . . . . . . . 27
Open DITA map and files in the Experience Manager Guides Map Dashboard and Web Editor
28
Other features from FrameMaker Summer 2020 release . . . . . . . . . . . . . . . . . . . . . . 30
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Available User Interface languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Installation and registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

i ADOBE FRAMEMAKER
Learning resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

FrameMaker basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
User interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Welcome Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Access the Welcome Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Workspaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Standard workspaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Save a custom workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Switch workspaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Reset a workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Rename a custom workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Delete a custom workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Document window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Tabbed documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Panels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Close panels and tab groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Panel list area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Toolbar icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Set toolbar icon preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Customize toolbar icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Smart Catalogs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Command Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Status bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Zoom in and out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Turn pages and set scrolling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Navigate through pages in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
View options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
View Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Display Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Font Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Rulers and Grid Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Line numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Visual guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Text symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Subset of menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
High-contrast workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Faster page display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
FrameMaker Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Global > General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Global > Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Global > Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

ADOBE FRAMEMAKER ii
Global > Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Global > Launch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Global > Dropbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
CMS > Documentum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
CMS > Microsoft SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
CMS > DitaExchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
CMS > Adobe Experience Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Spelling > Dictionary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Spelling > Smart Quotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Spelling > Spelling Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
MathML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Contextual Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Contextual Tips preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Manage open files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Save files on file close and exit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Save and close open files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Restore last session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Conditions to restore last session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Steps to restore the last session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Preferences for alerts on restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Restore dimensions of Resource Manager views . . . . . . . . . . . . . . . . . . . . . . . . . 85
Tips to work with the user interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Launch the on-screen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Create a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Create a blank document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Use a template to create a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Open a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Open a file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Open a text file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Open a document in use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Open a document without updating references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Reopen a file after a system crash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Troubleshooting unavailable fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Save a document or book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Save a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Save all open documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Return to the saved version of your document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Back up and save automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Navigation View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Use the Navigation View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

iii ADOBE FRAMEMAKER


File formats you can save in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
FrameMaker file formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
File formats for a DITA map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Interchange documents with FrameMaker 8 and higher . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Interchange documents with FrameMaker 7.2 or prior . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Other file formats (Text only, SGML, HTML, XML, RTF) . . . . . . . . . . . . . . . . . . . . . . . . . 103
Save FrameMaker documents in text-only format . . . . . . . . . . . . . . . . . . . . . . . 105
Save standard FrameMaker documents as XML . . . . . . . . . . . . . . . . . . . . . . . . 107
Save structured FrameMaker documents as SGML or XML . . . . . . . . . . . . . . . . . . 108
Add metadata to a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
FrameMaker file extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Document direction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Change the direction of the current document . . . . . . . . . . . . . . . . . . . . . . . . . 112
Inheritance design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Caret location and movement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Asian language support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Page layout and templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115


Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Paragraph styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Paragraph Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Paragraph Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Create a new paragraph style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Update an existing paragraph style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Define the style for the paragraph that follows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Add graphics to paragraph styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Character styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Character Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Character Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Create a character style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Manage styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Apply styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Update styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Update a paragraph style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Update a character style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Update specific style properties or a single property group . . . . . . . . . . . . . . . . . . . . . . . . 124
Reformat all paragraphs with a new style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Delete a paragraph style from the document style catalog . . . . . . . . . . . . . . . . . . . . . . . . . 125
Delete a character style from the document style catalog . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Rename a style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Add styles missing in the style catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Tips for creating new styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

ADOBE FRAMEMAKER iv
Style catalogs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Configure which styles are shown in a Style Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Delete styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Replace fonts using the Fonts panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Manual font changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Font changes using the designers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Adjust superscripted, subscripted, and small cap text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Condense and expand characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Create or change combined fonts of Japanese and Western characters . . . . . . . . . . . . . . 134
Background color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Set the background color of text within a paragraph . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Set the background color for an entire paragraph . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Set the background color of a paragraph box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Indentation, alignment, and spacing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Change paragraph alignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Change tab stops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Change paragraph and character spacing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Adjust spacing in Japanese documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Lists and autonumbering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Format text as numbered lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Format text as bulleted lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Specify a special bullet symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Remove autonumbering or a bullet from a paragraph . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Counters in autonumber formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Base autonumbering on book component numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Base autonumbering on section numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Use multiple counters in an autonumber format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Reset an auto-numbering series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
About Japanese numbering options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
About RTL numbering options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Body, master, and reference pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Master pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Create custom master pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Reorder custom master pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Rotate a master page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Delete a custom master page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Assign master pages to body pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Display master pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Reference pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
View, create, and delete reference pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Use reference frames on reference pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Page layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Change page size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

v ADOBE FRAMEMAKER
Change pagination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Add or delete empty pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Change page margins and number of columns . . . . . . . . . . . . . . . . . . . . . . . . . 170
Headers, footers, and other background text . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Creating and modifying background text frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Entering header or footer information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Changing the page layout on specific pages . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
About layout overrides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Change margins and column layout on specific pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Add a template text frame on a master page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Adding text frames on body pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Updating body and master page layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Creating one-time-only page layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Align text across columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Balance text across columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Feather text to the bottom of text frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Synchronizing text baselines in a text flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Multiflow documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Set up a multiflow document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
About text flows and flow tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Set up a side-by-side flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Set up a flow for a newsletter or magazine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Control the flow of text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Change a flow’s tag or Autoconnect setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Add a new, disconnected page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Delete disconnected pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Connect text frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Disconnect text frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Remove a text frame from the middle of a flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Split or unsplit text frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Cross-reference a disconnected text frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Tracking a text flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Set flow direction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Design the page layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Designing text styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Standardizing graphics, frames, and tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Setting up numbering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Define special text and fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Set up HTML options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Create templates for generated files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Create templates to change conditional tags settings . . . . . . . . . . . . . . . . . . . . . . 196
Change templates for blank paper and text files . . . . . . . . . . . . . . . . . . . . . . . . . 197
Change the template for blank paper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Change the template for text files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197

ADOBE FRAMEMAKER vi
Import formats from a template or document . . . . . . . . . . . . . . . . . . . . . . . . . 197
Import styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
About import and update settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Import formatting properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Format settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Import properties from a template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Editing content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204


Text and special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Add text and special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Tabulators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Whitespace characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Smart quotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Importing and linking files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Import and link methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Import from the clipboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Use drag-and-drop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Import By Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Copy Into Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Use the File > Import > Object command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Using paths when importing by reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Import graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Import a graphic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214
Import JPEG 2000 files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Import SVG images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Import Adobe Photoshop files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Import Adobe Illustrator files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Locate a graphic FrameMaker can’t find . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
View an imported graphic’s filename . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Insert imported graphic elements into structured documents . . . . . . . . . . . . . . . . . 217
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Insert an imported graphic element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Use an invalid imported graphic element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Add an imported graphic to an existing anchored frame . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Import audio, video, and 3D objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Supported audio and video file formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Import audio and video files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Insert YouTube videos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Poster file for a media file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
Working with 3D objects in Adobe FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . 226
Import a 3D object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

vii ADOBE FRAMEMAKER


Save a document containing 3D objects as PDF and XML . . . . . . . . . . . . . . . . . . . . . . . . . 226
Save documents containing 3D objects as XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Print a FrameMaker file with 3D objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Set the background color for a 3D object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Set lighting schemes for a 3D object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Set views for 3D objects in FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Set rendering mode for a 3D object in FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Import PDF files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
Import Microsoft Excel files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Import Microsoft Word files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Import by Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Copy Into Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Import MIF files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Use MIF Wash utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Attach or embed files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Import text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Import formatted text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Import unformatted text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
Split large documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Split a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Equations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Placing and displaying equations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Inline and display equations in structured documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Equations in graphic frames in structured documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Equations panel overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Create equations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Create an inline equation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Create an equation in a paragraph of its own (a display equation) . . . . . . . . . . . . . . . . . . 246
Create an equation in a graphic frame with other objects . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Insert math elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
About the scope of operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
Insert a math element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Insert a text string . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Insert, add, or edit a horizontal or vertical list of expressions . . . . . . . . . . . . . . . . . . . . . . 250
Insert symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Insert operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Insert large elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Insert delimiters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Insert relations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Insert calculus elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Insert matrices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Insert functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Insert a custom math element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Shrinkwrap or unwrap an equation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

ADOBE FRAMEMAKER viii


Edit equations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
Extend a selection using the keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
Change the selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
Replace or delete a math element or equation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
Remove delimiters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
Toggle an element format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
Add an operand to a math element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
Change matrices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Create and define math elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
Math element types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Define a custom math element or change a built-in math element definition . . . . . . . . . 261
Find the name of a math element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Change or delete a custom math element definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Position math elements in an equation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Adjust the spacing values for a math element wherever it appears . . . . . . . . . . . . . . . . . . 264
Set line breaks and align equations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Change equation line breaking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265
Align display equations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Set automatic alignment for a vertical list or multiline equation . . . . . . . . . . . . . . . . . . . . 267
Clear a manual alignment point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Align items in a horizontal list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Align cells in a matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Check alignment settings for a horizontal or vertical list, or for a matrix . . . . . . . . . . . . 268
Left-, center-, or right-align equations in a frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Align equations along a point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Change font settings in equations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Change the character style in individual equations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Change equation fonts throughout a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Evaluating equations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Transform or evaluate an expression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Matrix Commands drop-down list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Addition drop-down list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
Multiplication drop-down list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
Division drop-down list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
Evaluation drop-down list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277
Rules drop-down list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Other Rewrites drop-down list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Markers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Add a marker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Generate a list of markers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Delete a marker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Create a custom marker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Add a custom marker to your document . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Publish options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Pagination with Page Break marker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Context-sensitive Help marker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

ix ADOBE FRAMEMAKER
Apply index markers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Create Dynamic HTML effects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Hypertext commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Add hypertext commands to documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Define an active area in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Associate a hypertext command with an active area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
Edit and delete hypertext commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Editing a hypertext command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Deleting a hypertext command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Available hypertext commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Display alert messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297
Navigate to a named destination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297
Navigate to a specific page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Navigate back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Open documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302
Button Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Multiple Undo/Redo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
Undo and Redo commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
Document-level command history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
Repeat Last Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Undo History panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Spell checking, Hyphenation and Thesaurus . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308
Spelling Checker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310
Run Spelling Checker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310
Set Spelling Checker to skip text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
Correct spelling errors automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
Change Spelling Checker options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312
Check spelling in different languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
Dictionaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
Dictionary Functions dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
Dictionaries for supported languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Working with personal and site dictionaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
Edit dictionary files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321
Hyphenation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Change word hyphenation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Prevent FrameMaker from hyphenating a word . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Rehyphenate an entire document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Portuguese hyphenation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Thesaurus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325
Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Find / Change dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Search within nested DITA maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Find and change the object styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Types of search items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332
Unicode text search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
Special character and nonprinting symbol search . . . . . . . . . . . . . . . . . . . . . . . 335

ADOBE FRAMEMAKER x
Define a custom tag to filter the search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
Regular expression configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336
Export text and graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
Unicode support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
About Unicode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
Unicode in FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
Adding multilingual text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339
Set up input languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
Using third-party keyboard applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
Using the Character palette . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
Using the Hex Input palette . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341
Asian language support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
Character sets and encoding methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
Simplified Chinese . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
Traditional Chinese . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
Korean . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
Inline input . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
Typesetting rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Combined Asian and Western fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Date and time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Autonumbering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Index sorting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Simplified Chinese . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Traditional Chinese . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
Korean . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
Asian languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Exporting Chinese, Korean, or Japanese documents to HTML or XML . . . . . . . . . . . 347
Structured FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
MIF statement and keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
Other notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
Formatting overrides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
About formatting overrides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Find and remove overrides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Tables styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
Text and graphics in tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
Select text or cells in tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354
Place the insertion point in a table cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354
Select the contents of a cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354
Select a single cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354
Select multiple cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354
Add or remove a table title . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
Add table continuation text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Add continuation text to a selected table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

xi ADOBE FRAMEMAKER
Add continuation text to multiple tables in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Place graphics in table cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Place a graphic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Place a graphic in a structured document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Convert between text and tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Convert text to a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Convert a text file to a table as you open the file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Convert a text file to a table as you import the file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Touch up a table after conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Convert a table to text within FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
Convert all tables in a document to text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
Run text around a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Run text around a table in an anchored frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Run text around a table in an anchored frame (structured documents) . . . . . . . . . . . . . . 364
Run text around a table that remains stationary on the page . . . . . . . . . . . . . . . . . . . . . . . 364
Position and autonumber text within table cells . . . . . . . . . . . . . . . . . . . . . . . . 365
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Set default cell margins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Customize cell margins or text alignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Customize cell margins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Customize the vertical alignment of text in a cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Specify the direction of autonumbering in a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Change the direction of text in a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Formatting tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368
Table Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
Working with the Table Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
Reset properties after changing them in the Table Designer . . . . . . . . . . . . . . . . . . . . . . . 371
Table catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372
Create, edit, and delete table styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
Create a table style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
Edit a table style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374
Delete a table style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374
Apply a different style to a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374
Apply a style to several tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Redefine table styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Change properties in multiple table styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376
Table ruling and shading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377
Set up ruling and shading in a table style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377
Manage table ruling styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377
Create or change a table ruling style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378
Delete a table ruling style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379

ADOBE FRAMEMAKER xii


Manage custom ruling and shading in tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379
Display the current ruling and shading settings of a table row, column, or cell . . . . . . . 379
Table rows and columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380
Add a row or column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380
Add a row using the Element Catalog (structured documents) . . . . . . . . . . . . . . . . . . . . . 381
Add a row below the current one . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
Delete a row or column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
Copy or move rows or columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
Reorder rows or columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382
Resize a column by dragging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382
Specify a precise column width . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382
Copy and paste a column width . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Resize a row by dragging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Adjust the height of a row . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Make all rows the same height . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Convert body rows to header or footer rows . . . . . . . . . . . . . . . . . . . . . . . . . . 384
Sorting table rows and columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
Table position and spacing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
Span or un-span tables and cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Span a table across columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Un-spanning a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
Merge or split table cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
Rotate cells and tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Rotate a table cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391
Insert a rotated table in a page of unrotated text . . . . . . . . . . . . . . . . . . . . . . . . 391
Insert a rotated table in a page of unrotated text (structured documents) . . . . . . . . . . 391
Create a rotated table on a page with other rotated text . . . . . . . . . . . . . . . . . . . . 391
Edit a rotated table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391
Insert page breaks in a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Set the minimum number of rows on a page or in a column . . . . . . . . . . . . . . . . . 393
Keep rows together . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Add or remove a page break in a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
Insert a table in a FrameMaker document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Insert a table in a structured FrameMaker document . . . . . . . . . . . . . . . . . . . . . . . 396
Working with tables in structured documents . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
Elements for structured tables and table parts . . . . . . . . . . . . . . . . . . . . . . . . . . 397
How structured tables are formatted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
DITA support for tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
Working with invalid table elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
Nest a table in a table cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
Copy, move, or delete a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401

Graphics and objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402

xiii ADOBE FRAMEMAKER


Create graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
About graphics and objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
Working with illustrations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
Tools palette overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
About paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
About graphic elements in structured documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
Scaling Images in structured documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Draw objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Draw a straight line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Draw a polyline or polygon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Draw an arc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
Draw a freehand curve . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
Draw a rectangle, a rounded rectangle, or an oval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
Draw a regular polygon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
Draw several objects of the same type without clicking the tool each time . . . . . . . . . . . 410
Select objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
Select an object or multiple objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
Deselect objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
Apply and change drawing properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
Apply a fill pattern or pen pattern to a selected object . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412
Choose a line width for a line or an object’s border . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
Change the ends of an arc, a line, a polyline, or a freehand curve . . . . . . . . . . . . . . . . . . . 413
Make a line or object’s borders solid or dashed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
Inspect an object’s drawing properties or apply them to other objects . . . . . . . . . . . . . . . 413
Change line width settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
Change the line end style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
Change the dashed line style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414
Change the arrow style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414
Add text to graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415
Add a text line to a graphic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
Add a text frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417
Fix text frames that overflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417
Create reverse text in a text frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418
Create a reverse text line over an object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418
Add a title to an illustration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
Run text around graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420
Copy and arrange objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Cut, copy, or paste an object by using the clipboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Copy an object by dragging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Delete an object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Move an object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Change the stacking order of objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423
Use gravity and grids to align objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423
Use gravity to align objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424
Align objects on a grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424
Align text lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425

ADOBE FRAMEMAKER xiv


Distribute objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425
Make lines intersect cleanly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425
Group and ungroup objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426
Join lines and curves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426
Flip and rotate objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 427
Flip an object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428
Create a symmetrical object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428
Rotate objects by dragging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
Rotate an object precisely . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
Crop or mask graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
Crop the edges of a graphic frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
Mask an area within a graphic frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430
Measure object size and position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430
Measure an object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430
View the position of an object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430
View the position of an object as you move it . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431
Measure any distance on the page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431
Resize and reshape objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431
Resize an object by dragging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
Resize an object precisely . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
Resize imported graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
Move a corner of a polyline or polygon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
Add or remove a corner or reshape handle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
Reshape a curve . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
Reshape an arc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
Reshape an arc precisely . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
Crimp a curve . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
Change the corner radius of a rounded rectangle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
Smooth and unsmooth objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437
Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
About color and color models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
Color models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
Manage color libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 439
View color definitions in a color library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440
Add a color library for use in FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440
Work with color in objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440
Apply a color or tint to text or an object using formatting features . . . . . . . . . . . . . . . . . 440
Apply a tint to an object using a fill pattern . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441
Define and modify colors and tints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 442
Assign a color to an object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Set up and display color views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Anchored frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445
About anchored frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445
Create anchored frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446

xv ADOBE FRAMEMAKER
Create an anchored frame automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
Create an anchored frame with specific options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
Inline anchored frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
Anchored frames in a column of text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447
Anchored frames in multicolumn layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 449
Anchored frames outside a column of text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 450
Anchored frames in the page margins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
Anchored frames run into paragraph text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Insert anchored frames in structured documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454
Fill and edit anchored frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 456
Filling anchored frames in structured documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
Put graphics or text in a graphic frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
Auto-Scale an image in a graphic frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
Prevent an anchored frame from clipping its contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
Change a frame’s anchoring position and drawing properties . . . . . . . . . . . . . . . . . . . . . . 458
Resize an anchored frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Copy, move, or delete an anchored frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Add object attributes for tagged PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
Embed objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Embed text and graphics with OLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Embed only part of a file with OLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Embed an entire file with OLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Embed by dragging with OLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Link to a text or graphic object with OLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Link to part of a file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462
Link to an entire file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462
Edit OLE objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462
Edit an embedded OLE object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462
Edit a linked OLE object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462
Control the updating of OLE links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462
Change the updating of a linked OLE object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Suppress the updating of all linked OLE objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Manually update a single OLE link object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Cancel an OLE link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Import text into structured documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Hotspots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466
Create hotspots using hotspot properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467
Create hotspots using graphics toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467
Create hotspots in vector graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 468
Delink a hotspot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 468
Object styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 469
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 469
Object style designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 470
Object style catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 471
Create an object style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 471

ADOBE FRAMEMAKER xvi


Create an object style from an object’s properties . . . . . . . . . . . . . . . . . . . . . . . . 471
Apply an object style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 472
Import object styles from another document . . . . . . . . . . . . . . . . . . . . . . . . . . 472
3D and multimedia objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 473
Insert a link to a 3D object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 473
3D object part links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 473
Create 3D links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 474
Insert links to an FLV file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
Set poster for a FLV or MP4 files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
Set poster for a 3D object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476
Insert multimedia links table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476
Edit multimedia links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
Attach custom JavaScript™ to a 3D object . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
Use object handle in JavaScript™ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
Activate 3D/multimedia objects by default . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
Display 3D/multimedia objects in pop-up windows . . . . . . . . . . . . . . . . . . . . . . 478
QR codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Generate and insert a QR code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Editing QR codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Using RoboScreenCapture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
Capturing and inserting images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Editing imported RoboScreenCapture images . . . . . . . . . . . . . . . . . . . . . . . . . 483
Import and edit Adobe Illustrator images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
Import and edit Adobe Photoshop images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Change direction of a document containing objects . . . . . . . . . . . . . . . . . . . . . . . 486
Add alternate text for images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487
Capturing and inserting images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488
Editing imported RoboScreenCapture images . . . . . . . . . . . . . . . . . . . . . . . . . 489

Projects, books, and long documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 490


Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491
Create a project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491
Add a location and save a project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492
Open a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492
Remove a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492
Delete a resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492
Work with the project window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 493
Additional features in the project window . . . . . . . . . . . . . . . . . . . . . . . . . . . . 493
Books and long documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 495
Overview of the book building workflow in Adobe FrameMaker . . . . . . . . . . . . . . . 495
Set up hierarchical books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 495
Create books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497

xvii ADOBE FRAMEMAKER


Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497
Create a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497
Add files to a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498
Associate a Structured Application with an XML file . . . . . . . . . . . . . . . . . . . . . 498
Add generated files to a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498
Add a child book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
Direction of a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
Manage books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501
Manage book components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502
Display filenames or heading text in the book panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502
Exclude book components from the output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
Select book components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
Rearrange and delete book components in a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
Rename book components in a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
Revert to a previously saved version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
Open, save, or close book components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
Compare documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
Apply book-wide commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506
Book groups and folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 508
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 508
Book Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 508
Book Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 509
Rename a book group or book folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 509
Associate a template with a book folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 509
Add file information for a book folder template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 510
Document and page numbering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511
About numbering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511
Set up numbering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511
Include book component numbers in cross-references . . . . . . . . . . . . . . . . . . . . . . . . . . . . 512
Include book component numbers in headers and footers . . . . . . . . . . . . . . . . . . . . . . . . . 512
Include the total page count of a book in a header or footer . . . . . . . . . . . . . . . . . . . . . . . 512
Change and import formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515
Import styles into a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515
Import element definitions into structured books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 516
Master Table of Contents/Master Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 517
Generate and update books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 518
Update a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 518
Update a book with child books and XML files . . . . . . . . . . . . . . . . . . . . . . . . . 519
Update a structured book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519
Remove inherited information from structured files . . . . . . . . . . . . . . . . . . . . . . 519
Tables of contents and other lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521
About tables of contents and other lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521
Lists of paragraphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521

ADOBE FRAMEMAKER xviii


Lists of markers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 522
Indexes of markers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 522
Lists and indexes of references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 522
Generate a table of contents or list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 522
Generate a table of contents or list for a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523
Generate a table of contents or list for a single document . . . . . . . . . . . . . . . . . . . . . . . . . 524
Generating TOCs and other lists in structured documents . . . . . . . . . . . . . . . . . . . . . . . . 525
Add a title or other static text to lists and indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526
Generate a miniature table of contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526
Create mini TOC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 527
Update mini TOC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 527
Delete mini TOC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 529
Embed TOCs in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 529
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 529
Create a TOC in a document with cross-references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 530
Create a TOC in a structured document with cross-references . . . . . . . . . . . . . . . . . . . . . 530
Embed a TOC in a document as a text inset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 530
Maintain a TOC embedded in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 530
Update and edit TOCs and lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 530
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
Update a TOC or list that is part of a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
Add or remove paragraph styles from a TOC or list that is part of a book . . . . . . . . . . . 531
Update a TOC or list that is a stand-alone document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
Find the source of list entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
Find and select a paragraph by using Find/Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 532
Edit and delete list entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 532
Creating indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 533
Index entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 533
Insert an index marker in a FrameMaker document . . . . . . . . . . . . . . . . . . . . . . 533
Insert an index marker element in a structured FrameMaker document . . . . . . . . . . 534
Insert an index marker without typing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 536
Combine several index entries in one marker . . . . . . . . . . . . . . . . . . . . . . . . . . 536
Create an index subentry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 536
Create a cross-reference in an index entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . 537
Use page ranges in index entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538
Manually create a page range for an index entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538
Automatically create page ranges in an index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538
Format text in an index entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538
Work with group titles in indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539
Change the groupings and group titles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 540
Create an index without group titles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 540
Create an index with neither a group title nor a space between entry groupings . . . . . . 541
Index sort order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541

xix ADOBE FRAMEMAKER


Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
Specify sort order for an index entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
Specify sort order for an index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542
Sort letter by letter instead of word by word . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 543
Specify characters to ignore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 543
Sort symbols, numbers, or other characters in another location in an index . . . . . . . . . . 544
Specify the sort order for Japanese . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
Generate indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 545
Generate an index for a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 545
Generate an index for a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547
Generate a standard index that displays page numbers in a variety of ways . . . . . . . . . . 547
Update and edit indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548
Update an index that is part of a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548
Add or remove items included in an index that is part of a book . . . . . . . . . . . . . . . . . . . 548
Update an index that is a stand-alone document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
Find the source of index entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
Find the source of an index entry by using a link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
Select a marker by using Find/Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 550
Add, edit, or delete markers and marker types . . . . . . . . . . . . . . . . . . . . . . . . . 550
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 550
Edit or delete a marker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 550
Add or delete a custom marker type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
Copy a marker type from one document to another . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
Rename a marker type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
Formatting lists and indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 552
Format a list or index with a template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 552
Edit special text flow for a list or index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 552
Change paragraph and character styles of generated list entries . . . . . . . . . . . . . . . 554
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 555
Change the paragraph style of entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 555
Change the character style of entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 555
Include book component and paragraph autonumbers . . . . . . . . . . . . . . . . . . . . 556
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 557
Include volume and chapter autonumbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 558
Include paragraph autonumbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 558
Change page number separators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 558
Manually add text to generated list entries . . . . . . . . . . . . . . . . . . . . . . . . . . . 559
Use tabs and tab leaders in a list or index . . . . . . . . . . . . . . . . . . . . . . . . . . . . 560
Rearrange information in list entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 561
Resolve cross-references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 561
Resolve a cross-reference when a marker has been deleted . . . . . . . . . . . . . . . . . . . . . . . . 561
Resolve a cross-reference when the ID and ID Reference values mismatch . . . . . . . . . . . 561
Glossaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562

ADOBE FRAMEMAKER xx
Create the glossary term definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562
Apply the glossary marker to the occurrences of the term . . . . . . . . . . . . . . . . . . . 562
Footnotes and endnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 564
Insert, edit, and delete footnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 565
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 565
Insert a footnote in a FrameMaker document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 565
Insert a footnote element in a structured FrameMaker document . . . . . . . . . . . . . . . . . . 566
Use an invalid footnote element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
Edit a footnote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
Duplicate, move or delete a footnote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
Keeping a footnote in the same column as its reference . . . . . . . . . . . . . . . . . . . . . . . . . . . 567
Insert multiple references to a footnote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 567
Insert multiple references to a footnote (structured documents) . . . . . . . . . . . . . . . . . . . 568
Format footnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 569
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 569
Change footnote properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 569
Change footnote numbering style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 570
Create a custom footnote numbering style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 570
Change the footnote separator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 571
Using footnotes in multicolumn layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572
Create and maintain endnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 575
Create an endnote . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 575
Create an endnote in a structured document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 575
Maintain endnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 575
Edit and validate book structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 576
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 576
Validate the book structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 577
Clear all special cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 577
Troubleshooting books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 579
Interpreting boook error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 579
Troubleshooting TOCs and lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 580
Troubleshooting indexes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 582

Single-sourcing content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 586


Conditional text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 587
Manage conditional tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 588
Conditional Tags panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 588
Creating and editing conditional tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 590
Importing conditional tags and expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 592
How to check if a tag is used in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 592
List conditional tags in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 594
Identifying the state of conditionalized text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 594
Apply conditional tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 595
Applying conditional tags to text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 595
Applying conditional tags to tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 596
Applying conditional tags to anchored frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 596

xxi ADOBE FRAMEMAKER


Applying multiple conditional tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 596
Applying conditional tags at the book level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 597
Applying conditional tags in structured documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 597
Apply conditional tags to elements in a structured document . . . . . . . . . . . . . . . . . . . . . . 598
Processing Instructions for Conditional Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 598
Processing instructions for conditional tags applied to table columns . . . . . . . . . . . . . . . 598
Copying conditions across text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 599
Removing conditional tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 599
Removing conditional tags from text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 599
Removing all conditional tags from text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 600
Deleting conditional tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 600
Show or hide conditional text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 600
Show/Hide Conditional Text dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 601
Show/hide conditional text using conditional tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 602
Show/hide conditional text using conditional expressions . . . . . . . . . . . . . . . . . . . . . . . . . 602
Finalizing conditional documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 604
FAQ and troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 605
Cross-References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607
Cross-Reference dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609
Insert Cross-References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612
Insert a cross-reference to a paragraph in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612
Insert a cross-reference to a paragraph in a text inset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612
Insert a cross-reference to a Cross-Ref marker in a document . . . . . . . . . . . . . . . . . . . . . . 613
Insert a cross-reference to an element in structured documents . . . . . . . . . . . . . . . . . . . . 614
Manage Cross-References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616
Edit Cross-Reference Format dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616
Create a new Cross-Reference format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 618
Apply a Cross-Reference format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 618
Redefine an existing Cross-Reference format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 618
Deleting a Cross-Reference format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 618
Replace a Cross-Reference in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 619
Delete a Cross-Reference in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 619
Importing Cross-Reference formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 619
Cross-Reference format building blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 621
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 621
Source file information building blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 621
Source paragraph . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 621
Paragraph preceding the source paragraph . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 622
Cross-Reference building blocks in structured documents . . . . . . . . . . . . . . . . . . . . . . . . 622
Updating Cross-References in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
Update the cross-references in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
Suppress automatic cross-reference updating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
Managing unresolved Cross-References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625

ADOBE FRAMEMAKER xxii


Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625
Identify unresolved cross-references in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625
Resolve unresolved cross-references in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 626
Text insets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 627
Insert text insets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 628
Import text into a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629
Flow to import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631
Formatting of Imported Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631
Updating of Imported Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 632
Manage text insets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 632
Viewing and editing inset properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 632
Deleting text insets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634
Updating text insets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634
Fixing unresolved text insets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634
Insert a cross-reference to a paragraph in a text inset . . . . . . . . . . . . . . . . . . . . . 635
FAQ and troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 636
Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 637
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 637
The Variables panel in Adobe FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . 637
Creating user variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 639
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 639
To create a user variable: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 639
Inserting variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 641
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 641
How to insert a variable in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 641
How variables display in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 641
Inserting variables in structured documents . . . . . . . . . . . . . . . . . . . . . . . . . . 642
Inserting variables in headers and footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 642
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 642
Running H/F variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 642
Using markers to display text in a running header or footer . . . . . . . . . . . . . . . . . . . . . . . 643
Creating a dictionary-style header or footer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 643
Editing user and system variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 644
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 644
Editing a variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 644
Highlight the variables in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
Deleting variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
To delete a user variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647
To delete a variable occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647
Converting variables to text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647
Importing variables from one document to another . . . . . . . . . . . . . . . . . . . . . . 648
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648
Import variable from one document to another . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648

Review and collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 650

xxiii ADOBE FRAMEMAKER


Text edit tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 651
Tracked and untracked text edits: Examples . . . . . . . . . . . . . . . . . . . . . . . . . . 651
Set scope for tracking text edits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 652
Set color preferences for tracking text edits . . . . . . . . . . . . . . . . . . . . . . . . . . . 652
Display Track Text Edits toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 652
Turn text edit tracking on or off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 653
Manage track text edits in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 653
Preview a document with track text edits . . . . . . . . . . . . . . . . . . . . . . . . . . . . 654
Saving and publishing a document with track text edits . . . . . . . . . . . . . . . . . . . . 654
Saving a document with tracked text edits as XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 655
Change bars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 656
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 656
Apply change bars automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 657
Apply change bars manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 657
Create a change bar character style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 657
Remove all change bars in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 658
Remove change bars from specific text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 658
PDF review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 659
Create a Review PDF from an unstructured document . . . . . . . . . . . . . . . . . . . . 659
Create a Review PDF from a structured document . . . . . . . . . . . . . . . . . . . . . . . 660
Set up shared PDF review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 661
Send a review PDF through email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 662
Set up an online PDF review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 663
Importing PDF comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 666
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 666
Import shared PDF comments and annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 666
Import online review PDF comments and annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . 667
Import PDF comments and annotations after changing the source document . . . . . . . . 669
Restrictions for importing PDF comments and annotations into edited documents . . . 670
Create packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 671
Dropbox integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673
Configure Dropbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673
Add files to Dropbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 674
Share Dropbox location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 674
Open and save files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 674
Compare documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 675
Composite document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 675
Summary document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 675
Types of objects compared . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 676
Compare two versions of a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 678
Compare documents that contain conditional tags . . . . . . . . . . . . . . . . . . . . . . . 679
Word and character count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 680
FAQ & troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 681

Structured authoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 682

ADOBE FRAMEMAKER xxiv


Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 682
Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 682
SGML, XML, and XHTML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 684
DITA and DocBook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685
Author structured content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 687
Create XML documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 688
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 688
Create a blank XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 688
Create an XML based on a DTD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 689
Create an XML based on a Structured Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 689
Save an XML document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 691
Open an XML document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 691
Elements catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 692
Manage elements using the Elements catalog . . . . . . . . . . . . . . . . . . . . . . . . . . 696
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 696
Merge elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 696
Split an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 696
Unwrap element text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697
Element banner text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 698
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 698
Show or hide element banner text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 698
Remove element banner text on delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 698
Element banner text settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 698
Element boundaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 700
Creating output with element banner text and element boundaries . . . . . . . . . . . . . 701
Working with element attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702
Set attribute values for elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702
View the attributes of an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 703
Set attributes display options on element insertion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 703
Copy the attribute values from one element to another . . . . . . . . . . . . . . . . . . . . . . . . . . . 704
Create equations using the Equations panel . . . . . . . . . . . . . . . . . . . . . . . . . . . 705
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 705
Create an inline equation using an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 705
Create a display equation using an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 706
Create an equation in an anchored frame element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 707
Create equations using MathML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 708
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 708
Create and insert a MathML equation into a document . . . . . . . . . . . . . . . . . . . . . . . . . . . 710
Edit a MathML equation in a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710
Configure the MathFlow settings in FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 711
Configure the installation settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 711
Format a MathML equation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 711
Configure the MathFlow editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 713
Sample DITA MathML structured app . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 713
Language and font settings in structured documents . . . . . . . . . . . . . . . . . . . . . . 714

xxv ADOBE FRAMEMAKER


Change text direction in structured documents . . . . . . . . . . . . . . . . . . . . . . . . . 717
Smart Paste . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 718
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 718
Smart Paste content in a DITA file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 718
Add Smart Paste XSL for a custom XML application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 719
Conditional text in XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 720
OLE object support in XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 721
Whitespace handling for XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 722
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 722
White-space normalization standard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 722
Disable dropping whitespaces on import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 723
Preserve whitespaces for specific elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 723
Cross-references in XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 724
Round trip table properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 725
Round trip equations and anchored frames . . . . . . . . . . . . . . . . . . . . . . . . . . . 727
Filter by attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 728
Apply attribute filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 728
In this topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 728
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 728
Apply attributes to an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 728
Set attribute values for elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 729
Keyboard shortcut to apply an attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 729
Create attribute filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 729
Create a filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 729
Guidelines for creating attribute filter rules . . . . . . . . . . . . . . . . . . . . . . . . . . . 732
Manage attribute filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 734
In this topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 734
Edit attribute filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 734
Delete attribute filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 734
Import attribute filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 735
Set attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 735
FAQ and troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 737
XSL Transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 738
Switch to XALAN processor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 739
Create XSL transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 741
Edit XSL transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 742
Application-specific transformations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 743
Advanced Run – Transform multiple files with XSLT . . . . . . . . . . . . . . . . . . . . . 744
Structured Authoring user interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 745
Structured authoring mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 747
Structured authoring editing views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 748
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 748
XML View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 748
WYSIWYG View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 750
Switch between the views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 752
Quick Element Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 753

ADOBE FRAMEMAKER xxvi


Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 753
Using the Quick Element Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 753
Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 754
Configuration XML file locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 754
Create your own Quick Element Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 754
Elements catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 756
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 756
Insert an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 756
Keyboard shortcut to insert an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 757
Wrap an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 757
Keyboard shortcut to wrap an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 758
Change an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 758
Keyboard shortcut to change an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 758
Configuring the Elements catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 759
Change the scope of elements available in a structured document . . . . . . . . . . . . . . 761
Element boundaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 763
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 763
Show/Hide element boundaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 763
Expand and collapse elements in document window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 763
Error console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 765
Elements in structured documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 766
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 766
Valid contents for elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 766
Element classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 766
Import element definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 768
Insert elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 769
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 769
Insert an element by pressing Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 770
Insert an element using the Elements Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 770
Insert an element using the Elements Quick Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 771
Define options for inserting new elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 772
Add text in a structured document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 774
Edit elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 775
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 775
Change elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 775
Merge elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 776
Split an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 776
Wrap elements around existing content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 777
Unwrapping the contents of elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 778
Move or copy elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 779
Nudge an element one place . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 780
Select and edit element text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 781
Select text in flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 781
Select text in structured document window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 781
Select an element or the element content in the Structure View . . . . . . . . . . . . . . . . . . . . 781
Remove elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 783

xxvii ADOBE FRAMEMAKER


Working with element attributes in structured documents . . . . . . . . . . . . . . . . . . . 784
Attributes for elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 784
XML attribute types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 785
Assign attribute values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 787
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 787
Enter attribute values as you insert elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 787
Enter or edit attribute values for elements already in a document . . . . . . . . . . . . . . . . . . 788
Auto-generate unique ID attributes for elements . . . . . . . . . . . . . . . . . . . . . . . . 789
Copy attribute values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 791
Find/Change elements and attributes in structured documents . . . . . . . . . . . . . . . . . 792
Find elements and attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 792
Change elements and attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 793
Search in XML Source Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 795
Search in XML with Complex Expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . 796
XPath Expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 797
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 797
XPath Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 797
XPath toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 798
XPath Builder panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 799
XPath Auto-Suggest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 799
Find and correct errors in document structure . . . . . . . . . . . . . . . . . . . . . . . . . . 801
Use the Structure View to find errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 801
Validate a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 802
In this topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 802
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 802
How to validate a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 803
Clear all special cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 804
Validation error messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 804
Correct errors in elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 806
Getting started with Structured Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 808
Structured Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 809
Content analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 809
Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 811
Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 811
Element rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 811
XML schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 812
Create an EDD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 813
Analyze requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 813
Choose an EDD strategy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 813
Build the proposal EDD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 813
Define child elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 814
Add formatting to the EDD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 814
Change the Body element definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 815
Add a prefix rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 815
Test the results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 815
Test the EDD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 816

ADOBE FRAMEMAKER xxviii


Create a DTD from an EDD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 816
Build a Structured Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 817
Create a DTD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 817
Create a Structured Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 817
Configure the Structured Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 817
Copy the application files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 818
Build structure files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 818
Create structure files without using an existing standard . . . . . . . . . . . . . . . . . . . . . . . . . . 818
Use an existing standard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 818
Set up the Structured Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 818
Using the Structured Application Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 818
Fine-tune the import/export settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 820
Using the read/write Rule File Maker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 820
Test XML round tripping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 822
Configuration File Settings editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 822
XML with Cascading Style Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 825
Import CSS 3 element styles into an EDD file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 825
Export CSS for a FrameMaker XML file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 826
XML with Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 826
Schema workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 827
Changes to the Structure Application for Schema support . . . . . . . . . . . . . . . . . . . . . . . . . 827
Generate an Element Catalog (EDD) from a Schema . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 827
View or edit XML namespaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 828
Convert unstructured documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 829
Conversion workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 829
Creating a Conversion Table from an unstructured Document . . . . . . . . . . . . . . . . . . . . 829
Updating an existing Conversion Table with new rules . . . . . . . . . . . . . . . . . . . . . . . . . . . 835
Conversion rule examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 836
Convert Word documents to DITA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 838
Convert Markdown documents to DITA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 840

Structured authoring using DITA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 841


Why DITA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 843
Content reuse and modularity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 843
Multichannel publishing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 843
Ease of authoring and publishing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 843
Minimalism in content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 844
Reduced translation costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 844
DITA topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 845
Create a DITA topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 846
Create a new DITA topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 846
DITA Information types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 846
Add links to related content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 848
DITA Link dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 848
Create a DITA link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 850
ditamaps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 852

xxix ADOBE FRAMEMAKER


Create a ditamap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 853
Insert topicref elements in a DITA map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 854
Insert front matter, back matter, and appendix elements in a DITA map . . . . . . . . . . 856
Display ditamap content in editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 857
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 857
Show or hide the preview of topicref elements content . . . . . . . . . . . . . . . . . . . . . . . . . . . . 857
Open all topics referenced in a ditamap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 858
Save a DITA map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 859
DITA bookmaps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 860
DITA referencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 861
Direct referencing (URI-based addressing) . . . . . . . . . . . . . . . . . . . . . . . . . . . 861
Indirect referencing (key-based addressing) . . . . . . . . . . . . . . . . . . . . . . . . . . . 861
Set up reference content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 862
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 862
DITA ID attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 862
Assign a unique ID to an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 862
Assign IDs to all instances of an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 863
Using keyspaces to manage DITA key references . . . . . . . . . . . . . . . . . . . . . . . . 864
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 864
Create a keyspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 864
Manage keyspaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 864
Update DITA references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 867
Find DITA references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 868
DITA content references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 869
Set up a topic to use conrefs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 870
DITA Conref dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 871
Working with DITA conrefs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 873
Create a conref . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 873
Creating a conref to a range of elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 874
Updating conrefs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 874
DITAVAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 875
Generate conditional output (PDF) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 876
Create a sample DITA topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 876
Create a sample DITAVAL file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 876
Save the condionalized content as a PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 877
Set up DITA topics to use DITAVAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 878
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 878
Applying condition attributes to elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 878
To apply condition attributes to an element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 879
Creating a DITAVAL file to create conditional output . . . . . . . . . . . . . . . . . . . . . . . . . . . . 879
DITA Cross-References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 882
Set up DITA topics to use Cross-References . . . . . . . . . . . . . . . . . . . . . . . . . . . 883
DITA Cross-Reference dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 884
Create a DITA Cross-Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 886
Create a direct reference to the target content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 886
Create an indirect reference to the target content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 886

ADOBE FRAMEMAKER xxx


DITA relationship tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 888
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 888
Using DITA maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 888
DITA types to add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 888
Create a relationship table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 889
Create a relationship table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 889
Adding a specific DITA topic type to a relationship table column . . . . . . . . . . . . . . . . . . 890
Adding a related topic to a relationship table cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 890
Adding related topics to a relationship table row . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 890
Specifying the order of related topics in a relationship table row . . . . . . . . . . . . . . . . . . . 891
Test a relationship table with Save As PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . 892
DITA publishing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 893
Save as PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 893
Multi-channel publishing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 893
DITA Open Toolkit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 894
Generate output using the DITA Open Toolkit . . . . . . . . . . . . . . . . . . . . . . . . . 895
Customize available DITA Open Toolkit output types . . . . . . . . . . . . . . . . . . . . . 897
Use a different DITA-OT package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 899
DITA specialization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 902
DITA Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 904

Print and publish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 907


PDF output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 908
PDF settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 909
General settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 912
Marks and Bleeds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 915
DITA Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 917
DITA Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 921
Bookmarks and tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 923
Import PDF Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 928
Optimize files created in previous versions . . . . . . . . . . . . . . . . . . . . . . . . . . . 929
Optimization Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 929
Generate a PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 931
PDF conversion guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 932
Multichannel publishing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 933
Available output formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 933
Customize Output Styles and Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 933
Generate output using the default publish settings . . . . . . . . . . . . . . . . . . . . . . . 935
Publish content to a single output format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 935
Publish content to multiple output formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 935
Configure publish settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 936
Style mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 938
Output settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 943
Use the RoboHelp settings (isf) file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 954
HTML output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 955
Preparing documents for conversion to HTML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 956

xxxi ADOBE FRAMEMAKER


Set up and adjust HTML mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 963
Save a document in HTML format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 971
HTML conversion macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 972
Customize titles in HTML output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 975
Insert special HTML code into HTML output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 977
Convert books to HTML files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 978
Troubleshooting and tips on HTML conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 979
Saving structured documents as HTML with Adobe FrameMaker . . . . . . . . . . . . . . . . . . 980
Optimized image quality in HTML output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 981
HTML page templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 982
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 982
Create an HTML page template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 982
Define a mini TOC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 984
Define a breadcrumb navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 985
Define a header and footer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 986
Define the body content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 986
Sample HTML page template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 986
Microsoft HTML Help distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 988
What you deliver to the developer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 988
What the developer has to do . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 988
Register ActiveX controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 989
Dynamic Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 990
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 990
Tagging your content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 990
Create a Dynamic Content Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 991
Use Dynamic Content Filters in the published output . . . . . . . . . . . . . . . . . . . . . . . . . . . . 992
Format the Table of Contents for publishing . . . . . . . . . . . . . . . . . . . . . . . . . . 994
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 994
Indent TOC items in a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 994
Specify number of TOC items in a DITA map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 995
Print output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 996
Prepare color documents for output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 997
Prepare color documents for commercial printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 997
Print color separations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 997
Knock out and overprint colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1000
Print negative and mirror images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1002
Trap objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1002
Processing color documents using OPI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1003
Print to Linotronic typesetters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1004
Print a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1005
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1005
Print to a desktop printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1005
Print options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1005
Print a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1009
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1009
Print a complete FrameMaker book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1009

ADOBE FRAMEMAKER xxxii


Print specific files of a FrameMaker book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1009
Create a PostScript file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1010
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1010
Create a print file from a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1010
Create a single print file from a book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1010
Create a single print file for selected book components . . . . . . . . . . . . . . . . . . . . . . . . . . 1011
Create separate print files for all book components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1011
Create separate print files for selected book components . . . . . . . . . . . . . . . . . . . . . . . . . 1011

Translation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1012
Export files to XLIFF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1013
XLIFF Conversion Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1017
Advanced configurations for XLIFF conversion . . . . . . . . . . . . . . . . . . . . . . . . . 1018
Import XLIFF files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1020

Content Management Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1021


Adobe Experience Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1022
Set up the Adobe Experience Manager connector . . . . . . . . . . . . . . . . . . . . . . 1023
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1023
Connection Manager dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1023
Client authentication on AEM server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1024
Setting up the Adobe Experience Manager connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1025
Enable UUID-based files support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1026
Additional notes on SSO-based authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1027
Repository Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1028
Working with Adobe Experience Manager CRX folders . . . . . . . . . . . . . . . . . . . 1030
Other operations on the folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1030
Working with files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1032
Check out a file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1032
Check in a file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1032
Cancel Checkout of a file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1032
Other operations on a file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1032
Add labels while checking files in AEM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1034
Unicode support for managing files through AEM connector . . . . . . . . . . . . . . . . . . . . . 1035
Searching in an Adobe Experience Manager repository . . . . . . . . . . . . . . . . . . . 1036
Repository search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1036
Search by element attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1037
Advanced Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1038
Reviews with Adobe Experience Manager Guides and FrameMaker . . . . . . . . . . . . 1040
XMP Metadata in FrameMaker and Adobe Experience Manager . . . . . . . . . . . . . 1042
Edit the Adobe Experience Manager preferences in the CQPreference.xml file . . . . . . 1043
Documentum, Microsoft SharePoint, and DitaExchange . . . . . . . . . . . . . . . . . . . 1046
Set default file versioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1047
Setup and configure the Documentum connector . . . . . . . . . . . . . . . . . . . . . . 1048
Configure the Repository Manager view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1048

xxxiii ADOBE FRAMEMAKER


Download the Powerlink SDK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1048
Define the DFS SDK path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1048
Add the FrameMaker file types on the Documentum Server using the .dar file . . . . . . 1048
Set up sample Adobe FrameMaker DITA Applications for Documentum Server . . . . 1049
Connect to a Content Management System . . . . . . . . . . . . . . . . . . . . . . . . . . 1050
Setup the Microsoft SharePoint Online connector . . . . . . . . . . . . . . . . . . . . . . 1051
Using the Repository Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1054
Upload files and folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1055
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1055
Upload an open file to a CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1055
Upload a closed file to a CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1055
Upload a folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1056
Manage resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1057
Manage Documentum cabinets, folders, and files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1057
Checkout files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1058
Checkin files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1058
Manage files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1059
Add custom CMS attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1060
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1060
Add a custom property for Documentum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1061
Add a custom property for Microsoft SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1061
Search files in a CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1063
Basic search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1063
Advanced search in Microsoft SharePoint or DitaExchange . . . . . . . . . . . . . . . . . . . . . . 1063
Filter files by attributes in DitaExchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1064
Advanced search in Documentum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1065
WebDAV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1066
Getting started with WebDAV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1067
Advantages of using Browse URL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1067
Using the WebDAV Browse URL workflow in Adobe FrameMaker . . . . . . . . . . . . 1068
Save a WebDAV server connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1069
Setting WebDAV preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1069
Using HTTP paths to open files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1069
Create, open, import and save documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1069
Associate a template with a book folder (WebDAV) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1071

Scripting in FrameMaker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1072


What is scripting? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1072
Why use scripting? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1072
Getting started with scripting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1072
Create scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1073
Run scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1073
Managing scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1074
Manage favorite scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1075
Manage AutoRun scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1075
Manage registered (notification) scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1076

ADOBE FRAMEMAKER xxxiv


View and delete broken scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1076
Select, edit, and run a script from the catalog . . . . . . . . . . . . . . . . . . . . . . . . . 1076
Using ExtendScript Toolkit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1077

Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1078
Keyboard shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1079
About keyboard shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1079
Conventions and function keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1079
Navigating through documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1081
Book commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1082
Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1083
Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1083
Open . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1083
Save and Close . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1083
Cancel and Undo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1084
Navigation within a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1084
Document redisplay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1084
Zoom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1085
Hypertext documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1085
Dialog boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1085
Typing in dialog boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1085
Window manipulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1087
Display and activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1087
Navigation within dialog boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1088
Command buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1088
Radio buttons and checkboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1088
Pop-up menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1089
Scroll lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1089
Custom menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1089
Document design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1089
Master and reference pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1089
Page layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1090
Import formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1090
Side-head area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1090
Text flows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1090
Document utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1090
Spelling Checker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1090
Thesaurus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1091
Document comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1091
Document reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1092
HTML and PDF export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1092
Reference Updating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1092
Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1092
Pen patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1093
Fill patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1093
Line widths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1094

xxxv ADOBE FRAMEMAKER


Line styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1094
Adding color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1095
Color selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1095
Color views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1095
Editing objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1095
Object selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1095
Object manipulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1096
Object movement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1096
Object alignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1097
Object rotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1097
Graphic frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1098
Editing text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1098
Entering special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1099
Equations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1101
Equations drop-down list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1101
Symbols page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1101
Operators page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1104
Large page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1106
Delimiters page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1107
Relations page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1108
Calculus page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1109
Matrices page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1110
Functions page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1111
Positioning pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1113
Navigating in an equation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1115
Filter By Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1116
Find and change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1116
Function keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1118
Hierarchical element insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1118
Markers and variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1119
Marker insertion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1119
Variable insertion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1119
Menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1119
Context menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1119
File menu (document window) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1119
File menu (book window) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1121
Edit menu (document window) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1121
Edit menu (book window) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1123
Add menu (book window) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1124
Element menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1124
Format menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1126
View menu (document window) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1128
View menu (book window) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1129
Special menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1130
Graphics menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1132
Table menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1134

ADOBE FRAMEMAKER xxxvi


Structure menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1134
DITA menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1135
Window menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1136
Screen modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1136
Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1136
Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1137
Selection in tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1137
Navigating through tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1137
Tab characters in cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1138
Row and column manipulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1138
Row and column replacement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1139
Vertical alignment in cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1139
Column width . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1139
Table Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1140
Table formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1140
Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1140
Insertion point movement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1140
Insertion point placement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1141
Text selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1141
Text editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1143
Asian text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1144
Text deletion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1144
Capitalization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1144
Text formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1145
Character and Paragraph Designers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1145
Paragraph formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1145
Character formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1146
Object styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1148
Track Text Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1148
Conditional text display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1149
Conditional text window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1149
Condition tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1149
Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1150
Working with structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1150
Other useful shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1152
Character sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1153
Keyboard shortcut support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1153
Standard character set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1153
Symbol and Dingbats character sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1153
Using key sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1153
Windows character sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1154
Standard character set for hyphens, spaces, returns, undisplayed characters . . . . . . . . 1154
Standard character set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1156
Symbol and ZapfDingbats character sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1165
Unsupported keyboard shortcuts for the Symbol and Dingbats character set . . . . . . . . 1169
Support for FrameMaker 7.x character set . . . . . . . . . . . . . . . . . . . . . . . . . . . 1174

xxxvii ADOBE FRAMEMAKER


Additional resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1175
Structured authoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1175
FrameMaker Publishing Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1175
INI and MIF Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1175
Programming and scripting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1176

Legal notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1177

ADOBE FRAMEMAKER xxxviii


WELCOME

Welcome
Welcome to Adobe FrameMaker help. Dive into the following starting points to get familiar with all
details of FrameMaker:
• Getting started
• FrameMaker basics
• Page layout and templates
• Editing content
• Tables
• Graphics and objects
• Projects, books, and long documents
• Single-sourcing content
• Review and collaboration
• Structured authoring
• DITA Open Toolkit
• Print and publish
• Translation
• Content Management Systems
• Scripting in FrameMaker
• Appendix
• Legal notices

1
GETTING STARTED

Getting started
Get started with FrameMaker and learn more about the powerful possibilities you have with
FrameMaker for content authoring and publishing.
Adobe FrameMaker is a complete content authoring solution to support complex authoring environ-
ments and publishing needs.
Before you begin working with FrameMaker, take a few moments to read an overview of its capabilities
and learn how to install, activate, and register the software. In addition to the information provided in
this guide, you can access instructional videos, plug-ins, templates, user communities, seminars, tuto-
rials, RSS feeds, and much more online.
To access a wide range of FrameMaker resources, visit the FrameMaker Help resources page.

2
WHAT IS FRAMEMAKER

What is FrameMaker
FrameMaker is a versatile solution that lets you create structured or template-based documents, review
and collaborate with multiple content management systems and publish to a multitude of devices.
In this topic
• Introduction
• Author and enrich content
• Manage and collaborate
• Publish across multiple channels
• Supported software

Introduction
If you need a versatile solution that takes care of all your authoring and publishing needs, FrameMaker
is the answer:
• Whether you want to create a document that enforces a tight structure or whether you want to
take a template-based approach, FrameMaker offers its powerful tools in the most accessible ways
for individuals as well as teams.
• With the advanced review and collaboration capabilities of FrameMaker, you can seamlessly inte-
grate and address review comments.
• FrameMaker lets you effortlessly tie your files to Adobe Experience Manager, OpenText Docu-
mentum, Microsoft SharePoint, DitaExchange, or any content management system of your choice.
• A large set of publishing options enables you to customize and deliver your content to multiple
devices.

3
WHAT IS FRAMEMAKER

4
WHAT IS FRAMEMAKER

Author and enrich content


While the nature of some documents calls for structured authoring, you may want to use the free-flow
mode of authoring for other documents. Graphics, tables, and rich-media objects are only some of the
few ways in which you can enrich content. FrameMaker gives you the flexibility to choose your mode of
authoring and also gives you several options to enhance content.

Manage and collaborate


Speed and accuracy are paramount in keeping your content current as well as relevant. You have several
options to conduct content reviews and ensure smooth collaboration with team members. Use change
bars, enable tracking of text edits, or set up shared PDF reviews depending upon your need. You can also
use FrameMaker to directly access and upload assets to a content management system.

5
WHAT IS FRAMEMAKER

For details, see Structured authoring.

Publish across multiple channels


The current demands of content publishing require support for an ever-growing number of formats and
devices. FrameMaker meets your complex publishing needs in the most easy-to-use and efficient ways.
You can generate PDF, Responsive HTML5, or output for Kindle devices, among other output formats.
You can also choose to customize your output by changing styles and themes, setting templates, enabling
encoding, or setting up content search options. Generate a single output format or multiple formats at
one go.

6
WHAT IS FRAMEMAKER

For details, see Multichannel publishing.

Supported software
FrameMaker supports the following software in its workflows:
• Microsoft® Word 2013, 2010, or Office 365 (only document downloaded from Office 365)
• Acrobat Desktop Application versions XI, Pro (2017 release), latest version
• OpenText EMC Documentum
• Microsoft® SharePoint Online or 2013
• Microsoft SharePoint Online
• Adobe Experience Manager 6.5, 6.4, or 6.3
• Adobe Experience Manager Guides

7
AUTHORING MODES

Authoring modes
Understand the different content authoring environments in Adobe FrameMaker for unstructured and
structured content (XML) editing and how to choose between them.
In this topic
• Introduction
• Choose an authoring mode
• FrameMaker mode
• Structured FrameMaker mode

Introduction
Adobe FrameMaker offers the following authoring modes:
• FrameMaker mode
• Structured FrameMaker mode
• XML Source Code Editor
Depending on whether you take the structured or unstructured approach to content authoring or if you
want to edit XML source code, you can choose an appropriate authoring mode for your content.

Choose an authoring mode


The first time you launch FrameMaker, the default authoring mode is set to Structured FrameMaker. You
can change the mode from the Preferences dialog:
1) Choose Edit > Preferences to open the Preferences dialog.
2) In the Preferences dialog, choose Global > General.
3) In the Product Interface drop-down list, select the FrameMaker mode and click OK.
You are prompted to restart FrameMaker for the changes to take effect.
The FrameMaker user interface provides for a seamless transition between unstructured and Structured
FrameMaker authoring. The menu options and other user interface elements are consistent between
both the modes. The options, however, are specific to the mode in which you are authoring.

8
AUTHORING MODES

FrameMaker mode

The FrameMaker mode is ideal for authoring content that need not be tied to a rigid structure. The
style-based authoring relies on a template to define the presentation of content. Paragraph, character,
table, and object styles are often based on style guides, and content writing rules specified by editors.
You, as an author, decide the content flow and formatting. For example, depending on the nature of your
content, you may include headings followed either by paragraphs or by graphics. This means that in a
unstructured authoring workflow, you create relatively free-flow documents that are largely style-based.
A typical workflow for standard authoring in FrameMaker comprises the following tasks:
• Create single documents.
• Compile multiple documents in a book.
• Specify how content is presented by defining paragraph, character, table, and object styles.
• Create templates providing predefined styles, that can be shared with multiple authors.
• Use the Document window to author the content.
• Work in any of the supported formats: standard documents (.fm), Maker Interchange Format
documents (.mif), and books (.book).
NOTE: In the FrameMaker mode, you cann ot open XML and structured documents.

9
AUTHORING MODES

Structured FrameMaker mode

Use the Structured FrameMaker mode for documents that need to adhere to a structure. The structure
is defined by the elements and attributes that are available as well as the valid location of these elements
in the structure.
Every object of a document – for example, a paragraph, a section, a topic, or a table – is expressed as an
element. When you create a structured document, you need to ensure that every element is present at
a structurally valid location. Structured authoring ensures consistency of structure across similar pieces
of content.
Following are some examples of structural rules:
• A bulleted list must contain at least three items.
• A section must start with a heading.
• A heading must be followed by a paragraph.
• A table must have a heading row.
• A graphic must have a caption.
A typical workflow for structured authoring in FrameMaker comprises the following tasks:
• Create individual structured documents or include multiple documents in a DITA map or a book.
• Use the existing structured samples or create a custom structure based on EDDs or DTDs.
• Include the right elements to define the flow of content. Some elements also include formatting
information that you can use to specify styles.
• The underlying structure ensures consistency across content in a multi-author environment.

10
AUTHORING MODES

• Use the Elements catalog or keyboard shortcuts to insert new elements for text, images, tables, and
other objects.
• Use the Structure View to navigate through your document and also move elements around. The
Structure View also indicates the validity of your document against the underlying structure.
• Author in any of the supported formats: structured documents (.fm), XML documents (.xml,
.dita), and books (.book, .ditamap).
See a video on Introduction to Structured FrameMaker.
NOTE: You can also choose to work with unstructured documents in the Structured mode. All features of
the FrameMaker mode are available in the Structured mode.

11
WHAT’S NEW IN ADOBE FRAMEMAKER

What’s new in Adobe FrameMaker


Learn what is new in September 2022 release of Adobe FrameMaker.
Adobe FrameMaker provides a number of new features, updates, and enhancements across all key
areas, such as platform, authoring, review, content management system, and publishing. This topic gives
you a quick snapshot of everything that has changed in the main release of FrameMaker. Broadly, this
release of FrameMaker brings in new features and enhancements in almost all major areas of authoring,
such as the introduction of last line right indent, seamless support for the total number of pages in a
book, enhanced capability to work with tables, introduction of object style and marker text to the list of
change options, and significant performance improvement across PDF publishing and search function
(for DITA), and also for operations such as checkout, check-in, and cancel checkout specific to AEM
connector, and bug fixes spanning across HTML5 and PDF output.
TIP: Check this introductory video on FrameMaker.

Let’s take a look at what has changed in the main release of FrameMaker:
Last line right indent
Now FrameMaker gives a more unified experience while aligning the headings in a Table of Contents
(TOC). You might have long headings which extend to multiple lines in the TOC, and the page number
does not appear distinctly. You might be unable to read or locate the page numbers for these long head-
ings. You can now use the last line right indent feature to align the long headings and show the page
numbers separately and clearly.
The following screenshots show how the last line indent can help make the long headings clear and easily
readable.

Figure 1: Long headings without the last line indent Figure 2: Long headings with the last line indent

Similar to a TOC, you can use this feature to align the items in a price list where some of them might have
longer names. Using this feature, you can hang the prices on the right, and they are separate and easy to
read. For information on how to use the last line indent, refer to Apply the last line right indent.

12
WHAT’S NEW IN ADOBE FRAMEMAKER

Faster PDF publishing of DITA content


PDF publishing has been enhanced and made much faster and seamless for a composite document and
a book with the FrameMaker components.
You can now quickly generate a composite book with a much-improved workflow. The composite docu-
ment is a basic PDF without any title, table of contents, list of figures, and other components. Composite
documents generally require importing many documents and media files which is now done much more
quickly. Keyspace generation and content resolution are also now done very efficiently before the PDF is
generated.
With the new, improved workflow, you can also very efficiently generate the PDF through the book with
the FrameMaker components route (Flat Book Hierarchy), where you get the title page, table of
contents, front matter, back matter, list of figures or tables, and other book components. To generate
the book with FrameMaker components, you can choose the Save PDF via Book With Components
route in the DITA Options tab.

Figure 3: DITA Options tab in Publish Settings


Depending on the references used in your DITA map, the performance of PDF generation has increased
by 5X compared to the earlier FrameMaker versions, so now you can generate a composite document or
book with FrameMaker components very efficiently. For more information on PDF output and PDF
settings, see PDF output.
DITA search performance improvement
Finding text in a DITA map is much faster now. FrameMaker has further improved the feature to search
for text in your documents. Now you can much more efficiently perform a simple search or a search
based on the regular expression. In comparison to the earlier versions, the search performance has
improved by 15 times in the latest version.

13
WHAT’S NEW IN ADOBE FRAMEMAKER

If a custom tag has been defined in the DTD, then you need to add the tag in the .json file for an effective
search. To know more about how to add a custom tag, see Define a custom tag to filter the search.

Figure 4: Find text using the Find/Change Dialog


For more details on finding a text, see Find/Change dialog.
Show the total number of pages in a book
FrameMaker now gives the feature to show the total number of pages in an unstructured document.
Now you can use the variable Book Page Count to show the total number of pages in the entire book.

Figure 5: Total number of pages in a book


You can select the new check box of Book Variables in the Update Book dialog to quickly update the total
page count in a book.

14
WHAT’S NEW IN ADOBE FRAMEMAKER

Figure 6: Update Book Variables from the Update Book dialog


To know more about showing the total page count in a book, refer to Total page numbers in a book.
Make variables distinctly visible in a document
Variables are useful in defining values that can then be reused across a document. While authoring, it is
important to define variables in a document and change their values as per the need. FrameMaker now
provides a more seamless experience in distinctly identifying the variables in a document.

Figure 7: Variables highlighted in a document


Now you can highlight the variables used in a FrameMaker document and easily separate them from the
text in a document. For example, you’ve created a variable ‘Version Number’ for the current version
number across your document(s). You can highlight the variable and check it before you change its value

15
WHAT’S NEW IN ADOBE FRAMEMAKER

easily across the document(s). For more information on highlighting variables, refer to Highlight the vari-
ables in a document.
AEM connector performance improvement
FrameMaker has further enhanced the AEM connector performance. Now you can manage your docu-
ments much more efficiently via the AEM connector. With this enhancement, you get much-improved
performance while checking in, checking out, or canceling the checkout of your documents in bulk. The
performance has increased by 10X, so the bulk file operations (both at folder and file level) are much
faster and smoother.

Figure 8: File operations via AEM connector


For more details on performing file operations via AEM connector, refer to Working with files.
Redefined user interface for Welcome Screen
The Welcome Screen has been enhanced and is a great place, to begin with your documentation. Now in
the September 2022 release of FrameMaker, you can work seamlessly with an all-new minimalist yet
robust user interface. The Welcome Screen now provides two icons on the left — Home and Learn.
The Home view provides quick access to your recently worked documents, document templates,
FrameMaker presets, and much more. FrameMaker also provides two new templates and samples -
'Modern Energy' and 'Ship Guide’.
TIP: You can also access these templates using the New File from Template icon on the Welcome Screen.

Now the Recent Items panel appears and displays the recent files or projects only if you've worked on
any documents recently.

16
WHAT’S NEW IN ADOBE FRAMEMAKER

Figure 9: Home view of Welcome Screen


The Learn view helps you explore webinars, tutorials, demo videos, product updates, learning course,
marketing content, and more in a browser.

Figure 10: Learn view of Welcome Screen


For more information, see Welcome Screen.
Ability to change Object Style Tags
Object styles help you to keep your objects such as images, graphics, equations, and anchored frames
consistent in appearance. Now FrameMaker provides an efficient and a unified process to change the
object styles of multiple objects in a document. You can very easily change objects with specific object
styles in structured and unstructured .fm documents in one go.

17
WHAT’S NEW IN ADOBE FRAMEMAKER

If you frequently import your Word document(s) to FrameMaker, you will find this feature quite useful.
By default, no object style is applied on objects in Word, but you can use this feature to apply object
styles in bulk and maintain consistency across your imported document.
For example, images across your document have the object style tag MyRed(with red fill color) applied
on them. Using the Find/Change dialog, you can easily change the existing object style tag MyRed (with
red fill color) to another object style tag MyGreen (with a green fill color).

Figure 11: Change Object Style Tags from Find/Change dialog


Use this new enhancement also to find those objects which don’t have any object style tag and apply a
new object style to them. For example, you can find anchored frames which have no object style tag and
apply the object style tag to MyGreen (with a green fill color).
For more information on object styles, see Object styles. To know more how to apply object styles in bulk,
refer to Find and change the object styles.

Ability to change marker text


Markers enable you to mark or tag specific content within your document. FrameMaker provides pre-
defined markers for cross-references, indexes, conditional tags, equations, glossaries, and other
purposes. For more details, see Markers.
Every marker contains a description or marker text. Now FrameMaker provides the feature to easily
change markers with specific marker text in .fm documents (structured and unstructured). You can
change the complete or even partial marker text. The new feature is handy in changing the markers for
a specific brand or product in a long document to another brand or product. For example, you can change
the marker text 'Adobe FrameMaker' to 'FrameMaker'.

18
WHAT’S NEW IN ADOBE FRAMEMAKER

Figure 12: Find the marker text and change them using the Find/Change dialog

Figure 13: Markers with the changed text


To know more about how to change the marker text, refer to Change marker text.
Improved quality of graphics in PDF output
Graphics are a key component of your PDF output. Now the graphics in your PDF output of both struc-
tured and unstructured documents have been significantly improvised. Various graphic objects like
dashed lines, arcs, shapes, and curves are drawn very uniformly, and the edges are sharply defined. The
corners and curves in the objects are crisp and clear. Unlike the previous versions, the quality isn't
compromised even when you zoom the output.
The following screenshots show how the graphic objects in PDF output of the September 2022 release
of FrameMaker have been improved in comparison to the previous version.

19
WHAT’S NEW IN ADOBE FRAMEMAKER

Figure 14: PDF output in FrameMaker 2020 Figure 15: PDF output in FrameMaker 2022

For more details on drawing objects in FrameMaker, see Draw objects.


Enhanced support for tables
Tables are very useful in organizing information. The latest release provides many features which will
give you a very seamless authoring experience of working with tables:
• In the earlier versions of FrameMaker, if you imported a table or created a table in your document
which did not contain a header or footer row, you could not add a header or footer row later. Now
with the latest release, you can easily convert any table body row(s) to header row(s) or footer
row(s). This feature is handy while working with imported or created long tables where you can
convert body rows (s) to header or footer row(s). For more information on how to convert body
rows to header or footer rows, refer to Convert body rows to header or footer rows.

Figure 16: Convert body rows to header or footer rows


• Dragging the cells or rows to select them isn't a smooth experience, especially in a long table. Now
in FrameMaker, you also get the feature to quickly choose the cells, rows, columns, header rows,
footer rows, body rows, and even the table from the context menu.

20
WHAT’S NEW IN ADOBE FRAMEMAKER

Figure 17: Context menu for a table


• Another enhancement in this release is the unique color for a header or footer. You now have the
feature to define two different colors for the header and the footer. For more information, see Set
up ruling and shading in a table style.

Figure 18: Option to have different color shading for header and footer rows
• You might need to change the row height to fit the text in it. Now you can easily resize the rows in
a table by dragging them. For more information, refer to Resize a row by dragging.

21
WHAT’S NEW IN UPDATE 1 OF ADOBE FRAMEMAKER

What’s new in Update 1 of Adobe FrameMaker


Learn what is new in Update 1 of Adobe FrameMaker (September 2022 release).
Update 1 of FrameMaker (September 2022 release) has many improvements like removing
system-generated prefixes from named destinations, better handling of SVGs, improved handling of
conditional tags in faster PDF publishing route, and security issues.
NOTE: For more details on the issues fixed in this release, see the Fixed issues article.

User-specified named destination in PDF output


PDF output is a key publishing format for FrameMaker documentation. Now FrameMaker allows you to
create reliable named destinations. When you create a named destination in your FrameMaker docu-
ment, you get the same text within the named destination in the PDF output. Unlike the previous
versions, FrameMaker does not add any system-generated prefix to keep the named destinations
unique.
For example, if you create a named destination available_hypertext_commands then earlier, the
named destination in your PDF output had some additional characters and could be displayed
M8.newlink.availablehypertextcommands. Now FrameMaker retains the original text in the
named destination, and it is called available_hypertext_commands in the PDF output.
IMPORTANT: You need to ensure the uniqueness of the named destinations inside a book.

The new feature is handy in creating hyperlinks from other documents. As the named destinations
remain same and have no system generated characters, you can use these to easily hyperlink them from
other documents or web pages.
NOTE: This is applicable only for the default PDF publishing route and not the Distiller route.

The following screenshots display named destination in the PDF output generated in FrameMaker.

22
WHAT’S NEW IN UPDATE 1 OF ADOBE FRAMEMAKER

Figure 1: Named destination picked in Update 1 of Figure 2: Named destination picked in the earlier
FrameMaker (September 2022 release) versions of FrameMaker

For information on how to navigate to a specific destination, see Navigate to a named destination.

Pretty Print and Preview Filter by Attribute moved to the Structured Access bar
Now FrameMaker provides a more unified authoring experience. You can easily find Pretty Print and
Preview Filter by Attribute in the Structured Access bar. These buttons help you work seamlessly with
structured documents.
You can use Pretty Print to beautify or indent your XML document to make it more readable. It helps you
to add spaces and line breaks for better readability of the XML. For more information, see Whitespace
handling for XML.
Use Preview Filter by Attribute to preview the contents filtered in a structured document based on the
attributes applied to the content. For more information about attributes, refer to Filter by attribute.

23
WHAT’S NEW IN UPDATE 1 OF ADOBE FRAMEMAKER

Figure 3: Pretty Print and Preview Filter by Attribute moved to the Structured Access bar

A. Preview Filter by Attribute B. Pretty Print

24
WHAT’S NEW IN UPDATE 2 OF ADOBE FRAMEMAKER

What’s new in Update 2 of Adobe FrameMaker


Learn what is new in Update 2 of Adobe FrameMaker (September 2022 release).
Update 2 of FrameMaker (September 2022 release) contains enhancements in the areas of search in
nested DITA maps, Unicode support for strings in equations, and fixes around PDF compliance, Share-
Point connection, and other security issues.
NOTE: For more details on the issues fixed in this release, see the Fixed issues article.

Search within nested DITA maps


The find and replace is a key feature of FrameMaker that helps you search and modify different types of
content within your documents. Now FrameMaker also provides you the capability to search within the
nested DITA maps. For example, you can search for a text, and FrameMaker searches all the child maps
nested in the current map. This feature also lets you quickly locate and update specific text in your docu-
ments irrespective of where they are in your DITA map hierarchy.
The following screenshot displays the Find/Change dialog in FrameMaker.

This feature is quite handy while updating complex documents. It is especially useful when you need to
make multiple changes across your documents. You don't have to manually find and replace each
instance of a string in every document. For example, you can quickly change the string 'FrameMaker' with
'Adobe FrameMaker' in all the nested DITA maps.
To ensure that you don’t miss out on any of the changes, FrameMaker prompts you to save your docu-
ment after every update.

25
WHAT’S NEW IN UPDATE 2 OF ADOBE FRAMEMAKER

For more information on how to search a string in nested DITA maps, see Search within nested DITA
maps.

26
WHAT’S NEW IN UPDATE 3 OF ADOBE FRAMEMAKER

What’s new in Update 3 of Adobe FrameMaker


Learn what is new in Update 3 of Adobe FrameMaker (September 2022 release).
Update 3 of FrameMaker (September 2022 release) supports Unicode characters in the AEM connector,
library updates, and fixes around the AEM connector and the Microsoft SharePoint Online connector.
NOTE: For more details on the issues fixed in this release, view the Fixed issues article.

Unicode support for managing files through AEM connector


Unicode is a universal standard used for character encoding. FrameMaker now supports Unicode char-
acters in files and folders accessed or created through AEM connector. You can also use Unicode charac-
ters to add comments and version labels while checking in files. If there is any Unicode information in the
properties, version, or metadata for a file, the same is shown in the respective dialog boxes.

Figure 1: Support for Unicode characters in AEM connector


For more details, view Unicode support for managing files through AEM connector.

27
WHAT’S NEW IN UPDATE 3 OF ADOBE FRAMEMAKER

Open DITA map and files in the Experience Manager Guides Map Dashboard and Web
Editor
If you have connected to an AEM repository through AEM connector, you can easily open and edit DITA
maps and files in the Adobe Experience Manager Guides Web Editor or Map Dashboard. If you want to
edit a DITA file, then you get an option (in the context menu) to open the file directly in Experience
Manager Guides Web Editor. If you open the context menu for a DITA map file, then you get the options
to open the file in the Web Editor or the Map Dashboard of Experience Manager Guides. This feature is
handy as you can edit and perform other file operations from the Web Editor and the Map Dashboard.

Figure 2: Open files in Web Editor

28
WHAT’S NEW IN UPDATE 3 OF ADOBE FRAMEMAKER

Figure 3: Open DITA maps in Web Editor and Map Dashboard


For more details, view file operations in the AEM repository.

29
OTHER FEATURES FROM FRAMEMAKER SUMMER 2020 RELEASE

Other features from FrameMaker Summer 2020 release


Learn about other features from FrameMaker Summer 2020 release that would help you author and
publish your documents easily.
Language-specific smart quotes
FrameMaker is a multi-lingual authoring and publishing solution. It is very common to see a single docu-
ment getting authored and published in multiple languages. Every language has its own linguistic-specific
syntax, semantics, and alphabetical systems. To give you a better control over your authoring,
FrameMaker allows you to specify language-specific smart quotes.
You can define the single and double quotes that FrameMaker should use while authoring. A new set of
Smart Quotes setting has been introduced in the FrameMaker Preferences dialog that allows you to
specify the quotes as per your language. To access the Smart Quote settings, go to Edit > Preferences >
Spelling > Smart Quotes. Once defined, FrameMaker picks up the quotes you have defined for your
language from the Smart Quote settings or the language defined in the paragraph style.

Figure 1: Smart Quotes settings in the Preferences dialog box


For more information, see Smart quotes.
See a video on Using language-specific smart quotes.
Sentence case formatting
By default, FrameMaker provides many text formatting features that help you to create your
FrameMaker documents quickly.

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OTHER FEATURES FROM FRAMEMAKER SUMMER 2020 RELEASE

Figure 2: Sentence Casing option in the Text Formatting toolbar


You can simply select the text and apply formats of your choice in one click. Formats like bold, italics,
increase or decrease the font size, change the casing to lower, upper, and others are available in the Text
Formatting toolbar.
With the main release of FrameMaker, you can easily apply Sentence Casing to the selected sentences
or paragraphs. The Sentence Casing and other text formatting options are available in the Text Format-
ting toolbar. To open the Text Formatting toolbar, select View > Toolbars > Text Formatting.

Figure 3: CSS file before and after importing into EDD


For more information, see XML with Cascading Style Sheets.
See a video on CSS3 styling support.
All-new Structure View
The Structure View is one of the most widely used features of Structured FrameMaker. With the main
release of FrameMaker, this feature has been further enhanced and made much more powerful. The
new Structure View is now also available while working in the XML View. This means that the Tree View
is now replaced with the new, feature-rich, Structure View.
Using the new and much improved Structured View, you can do the following tasks (in the XML View of
a document):
• Search by element, attribute, or content.
• Navigate through the XML code by clicking on any element in the Structure View.
• Use the context menu to cut, copy, paste, and delete elements.
• Insert an element before or after any element using the context menu.
• View and edit attributes directly from the Structure View itself.

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OTHER FEATURES FROM FRAMEMAKER SUMMER 2020 RELEASE

Figure 4: New Structure View in the XML View of a document


For more information, see XML View.
Support for 2FA/SSO in the Adobe Experience Manager connector
Adobe Experience Manager is a complete content management solution for building websites, mobile
apps, and forms. Adobe FrameMaker comes with native integration with Adobe Experience Manager.
Using the CMS connector in FrameMaker, you can easily connect with Adobe Experience Manager to
create and deliver your technical and marketing content.
With features like automatically checking in files on close or checking out files on open, working with
Adobe Experience Manager has become very easy for FrameMaker users. There are more controls such
as multi-file check-in, checkout, and cancel checkout to help you work seamlessly with Adobe Experience
Manager.
If your organization uses two-factor authentication (2FA) or Single Sign-On (SSO), then use the SSO
option in the Connection Manager to connect to your AEM server.

32
OTHER FEATURES FROM FRAMEMAKER SUMMER 2020 RELEASE

Figure 5: Adobe Experience Manager connection settings with SSO option


For more information, see Set up the Adobe Experience Manager connector.
See a video on Native integration with Adobe Experience Manager.

Out-of-the-box LwDITA support


Lightweight DITA (LwDITA) is a simplified version of DITA. It consists of a much smaller set of elements,
attributes, content models, and features. It is an upcoming standard for creating structured documenta-
tion. FrameMaker supports LwDITA out-of-the-box. You can directly create a LwDITA map or topic from
the File > New menu.
A simple map and topic template lets create LwDITA maps and topics with ease. In addition to the
authoring templates, the out-of-the-box publishing templates help you generate output for your LwDITA
map/topics.
To start using the LwDITA application, switch to LW_DITA_Applications in the DITA Options
settings:

33
OTHER FEATURES FROM FRAMEMAKER SUMMER 2020 RELEASE

Figure 6: Switch to the LwDITA Application in DITA Options


After changing the settings, you can create a LwDITA map or topic from the File menu:

Figure 7: File menu changes to show supported LwDITA documents


See a video on Out-of-the-box LwDITA support.
For more information, see Working with LwDITA in FrameMaker.

Faster file performance


With improvements in the file operations and publishing engine, you get much better experience
when you perform any file operation or publishing task. Operations like opening and saving a file
are much faster and smoother. The time taken to open or publish files to PDF or responsive HTML5
output is a whole lot faster.
See a video on Faster file performance.

34
OTHER FEATURES FROM FRAMEMAKER SUMMER 2020 RELEASE

Enhanced image handling


Inserting multiple images at once has been a challenging task in FrameMaker. However, with this
release, you will be able to import hundreds of images in your document without any lag. With the
new image handling process, scrolling through your image-heavy document will work seamlessly.
See a video on Enhanced image handling.
New Duden dictionary support
Support for German dictionaries has been completely revamped. From the earlier Hunspell dictio-
nary, now FrameMaker supports the Duden dictionary for German users. The Duden dictionary is
regularly updated and is one of the most widely used dictionaries by German users.

See a video on New Duden dictionary support.

More control over PDF


The new PDF generation comes with comprehensive publish settings. The PDF publish settings are
bucketed under five categories—General, Marks and Bleeds, DITA Template, and DITA Options.
The General settings allow you to configure the output preset, PDF standard, compatibility, viewing
options, and more. The Marks and Bleed setting can be used to set the crop, bleed, registration
marks, and bleed and slug settings. The DITA Templates settings are used to configure the
templates that you want to use to publish the document. Finally, if you want to save the PDF via
Book route, then you can choose what to include or exclude from the published PDF in the DITA
Options settings.
For more information, see PDF output.

35
OTHER FEATURES FROM FRAMEMAKER SUMMER 2020 RELEASE

WYSIWYG color output


While generating PDF output, you no longer have to select the RGB or CYMK color settings. The new
PDF generation technology publishes the same colors of text and images as you see them while
authoring. This gives you a consistent look-and-feel of your document whether you are authoring
or viewing the published output.

Enhanced Packager
The package manager has been enhanced to create packages quickly with the support of new
parsing engine. You can easily create a self-contained package of your documents, books or DITA
maps—with all referenced files, images, and configurations included.
For more information, see Create packages.
See a video on Enhanced Packager.

36
SYSTEM REQUIREMENTS

System requirements
Learn more about the system requirements for installing Adobe FrameMaker.
Before installing FrameMaker, make sure that you have the required hardware and software:
• Core i5 or faster processor
• 64-bit version of Microsoft® Windows® 11 or 10
• 4 GB or higher RAM recommended
• 5 GB of available hard-disk space for installation; additional free space required during installation
(cannot install on a volume that uses a case-sensitive file system or on removable flash storage
devices).
• JRE 8 (is required for the publishing process)
NOTE: Maximum supported screen resolution: 4K (3840 × 2160, 8.3 megapixels, aspect ratio 16:9)
This software does not operate without activation. Internet connection and registration are required for
software activation, validation of subscriptions, and access to Online Services.
NOTE: Phone activation is not available.

Available User Interface languages


FrameMaker is available in the following languages:
• English
• French
• German
• Japanese
RELATED LINKS:
Detailed system requirements

37
INSTALLATION AND REGISTRATION

Installation and registration


Follow these instructions to get up and running with FrameMaker on your computer.
The FrameMaker installer is based on Adobe’s latest installer technology. The installer requires less
space and is fast.
To install FrameMaker:
1) Download the FrameMaker installer from the product site https://www.adobe.com/prod-
ucts/framemaker/download-trial/try.html.
2) Close all Adobe and Microsoft applications.
3) In the download folder, locate and double-click on the Set-up.exe file to start the installation
process.
Follow the on-screen instructions to complete the installation process.
4) After completing the installation process, launch FrameMaker.
During the installation process, your Adobe software contacts an Adobe server to complete the license
activation process. No personal data is transmitted.
For more information on product activation, visit the Adobe website at https://helpx.adobe.com/down-
load-install/kb/activate-deactivate-products.html
NOTE: For any reason, if you wish to deactivate your FrameMaker instance, click Help >Sign Out. You will
be prompted to save any unsaved document(s) before closing the FrameMaker application.
You can have more than one versions of FrameMaker installed on your computer.
The default FrameMaker installation path on a 64-bit system is:
C:\Program Files\Adobe\Adobe FrameMaker 2022
In this guide, the default FrameMaker installation location is referred to as <Fm_install_location>.

38
LEARNING RESOURCES

Learning resources
Get access to the latest learning resources of Adobe FrameMaker.

Resource URL

Adobe FrameMaker User Guide (PDF) https://help.adobe.com/en_US/framemaker/pdfs/fra


memaker_help.pdf
Adobe FrameMaker Getting Started Guide https://helpx.adobe.com/framemaker/get-started.ht
ml
Introduction to Adobe FrameMaker https://my.adobeconnect.com/introduction-to-frame
maker
Video tutorials https://helpx.adobe.com/framemaker/video-hub.html
Frequently Asked Questions https://helpx.adobe.com/framemaker/help/fm-faq.ht
ml
System Requirements https://helpx.adobe.com/framemaker/help/fm_syste
m_requirements.html
Adobe FrameMaker User-to-User Forum https://community.adobe.com/t5/framemaker/bd-p/f
ramemaker
Adobe TechComm Blog http://blogs.adobe.com/techcomm/
Adobe TechComm on Twitter https://twitter.com/adobetcs
Adobe TechComm on Facebook https://www.facebook.com/adobetcs/
Adobe TechComm on YouTube https://www.youtube.com/user/AdobeTCS/
Adobe TechComm LinkedIn Group https://www.linkedin.com/groups/2381149/
Adobe FrameMaker LinkedIn Group https://www.linkedin.com/groups/2204291/
Adobe Training and Consulting Partners https://partners.adobetechcomm.com
Third-party Plugins/Add-ons https://partners.adobetechcomm.com//view_all_dow
nloads

39
FRAMEMAKER BASICS

FrameMaker basics
Get started with an introduction to the basics of Adobe FrameMaker.
Adobe FrameMaker has an extensive user interface that helps you perform all authoring and publishing
tasks with ease.
Understand the various elements of the FrameMaker’s user interface, how to get started by creating a
document, and learn how to work with bi-directional content.

40
USER INTERFACE

User interface
Learn how to work with the user interface of Adobe FrameMaker
Learn more about the user interface in the subtopics.

41
Welcome Screen
Understand the Welcome Screen in FrameMaker, know the tasks that can be performed as per the rele-
vant option chosen on the Welcome Screen.
FrameMaker displays a Welcome Screen based on the current mode.
The Welcome Screen provides options for performing a set of commonly required tasks as relevant to
the current mode of FrameMaker.
• Open a recent project or document
• In FrameMaker mode: Create new project, documents, books
• In Structured FrameMaker mode: Create DITA maps, DITA files, XML files, change DITA version
• Browse for and open files
• Create new CMS connection, open recent connection, browse files on remote locations using their
URL
• Access FrameMaker templates
• Access FrameMaker learning resources
• Access support, product updates, developer center, forums, marketing content
• Restore the last session
You can also customize the Welcome Screen by rearranging or adding information on the Welcome
Screen. The Welcome Screen customization is done by updating the welcome.html file which is avail-
able at the following location:
%appdata%\Adobe\FrameMaker\17\resources\welcomeScreen\
The Welcome Screen, as shown in the following figures, is displayed on launching FrameMaker in struc-
tured mode.

Figure 1: The Welcome screen

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The Home view provides quick access to your recently worked documents, document templates,
FrameMaker presets, and much more. FrameMaker also provides two new templates and samples -
'Modern Energy' and 'Ship Guide’.
TIP: You can also access these templates using the New File from Template icon on the Welcome Screen.

The Recent Items panel appears and displays the recent files or projects only if you've worked on any
documents recently. You can also pin your projects to add them to your favorites. The favorite projects
will then appear on the top of the list.
NOTE: To get the best experience out of the new Welcome Screen, it is recommended to use Internet
Explorer 11 or above. If you are using an earlier version of Internet Explorer, the Welcome Screen might
look distorted.

Access the Welcome Screen


The Welcome Screen appears by default when you launch FrameMaker. When you create a document or
open an existing document, then the document appears in a tabbed window. At this time, the Welcome
Screen also changes to a tabbed window. You can access the Welcome Screen by switching to the
Welcome Screen’s tab.
While working, you might end up closing the Welcome Screen. To relaunch the Welcome Screen, select
Show Welcome Screen from the Workspace switcher menu.
RELATED LINKS:
Workspaces

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Workspaces
Understand the arrangement of elements and panels in FrameMaker, know the types of workspaces and
their features.
In this topic
• Introduction
• Standard workspaces
• Save a custom workspace
• Switch workspaces
• Reset a workspace
• Rename a custom workspace
• Delete a custom workspace

Introduction
A particular arrangement of elements, such as panels that you use frequently while working on docu-
ments, is called a workspace. You can dock, stack, minimize, or make these elements free-floating in your
workspace. You can select from several preset workspaces or create one of your own. Once you have
arranged the panels, you can save the workspace settings for use later.
The FrameMaker interface has the following components.
• The Application bar across the top contains a workspace switcher, menus, and other application
controls.
• The Document window displays the file you’re working on. Document windows can be tabbed and,
in certain cases, grouped and docked.
• Panels help you monitor and modify your work. Examples include character, paragraph, and table
designers; and marker, variable, cross-reference panels. You can minimize, group, stack, or dock
panels.
• The Status bar shows text formatting and pagination information for the current document. For
structured documents, the status bar also displays the exact path of the currently selected element
as breadcrumb.

Standard workspaces
You can choose from standard workspaces or create custom workspaces and switch between them. The
standard workspaces are designed so that you can quickly switch between workspaces according to what
you want to accomplish. For example, the Review workspace has review toolbars, commonly used
panels, and panels prearranged to help you review a document quickly.
• Authoring
• Blank
• Design
• Manage Graphics
• Review

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• XML/Structured (available only in Structured FrameMaker)

Save a custom workspace


1) Configure the workspace the way you want it and select Save Workspace from the workspace
switcher on the Application bar.
2) Type a name for the workspace. Click OK.
FrameMaker remembers the last used workspace across sessions. If you were working in the Review
workspace and you close and relaunch FrameMaker, it loads the Review workspace.

Switch workspaces
To switch workspaces, select a workspace from the workspace switcher in the Application bar.

Figure 1: Use the workspace switcher to switch between workspaces designed for your workflow.

Reset a workspace
By saving the current configuration of panels as a named workspace, you can restore that workspace
even if you move or close a panel. The names of saved workspaces appear in the workspace switcher in
the Application bar.
Select the Reset Workspace option from the workspace switcher in the Application bar.

Rename a custom workspace


1) Select Manage Workspace from the workspace switcher in the Application bar.
2) Select the workspace. Click Rename.
3) Type a new name. Click OK twice.

Delete a custom workspace


Select Manage Workspace from the workspace switcher in the Application bar, select the workspace,
and then click Delete.

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Document window
Get familiar with the document window and tabbed documents in Adobe FrameMaker.
A document window appears when you open a structured or FrameMaker document. The window shows
the document text formatted, with graphics and other items in place, and everything laid out in a page
design. If more than one document is open, a document window appears for each one.
The document window is the only window available in the standard FrameMaker workspace. In the
Structured FrameMaker workspace, you can also view element boundaries in the document window.

Tabbed documents
When you open more than one file, the document windows are tabbed. You can open documents as
floating windows by clearing the Open Documents As Tabs option in Preferences > General > Interface.

Figure 1: Documents appear as tabs in the document view


However, when you add a generated file, such as a Table of Contents, the generated file appears mini-
mized in the lower-left corner of your workspace. There are multiple ways in which you can organize
floating and tabbed document windows.
• To dock a document window in a group of document windows, drag the window into the group.
• To rearrange the order of tabbed document windows, drag a window’s tab to a new location in the
group.
• To undock a document window from a group of windows, drag the window’s tab out of the group.
NOTE: When you minimize a floating document window, it covers a part of the FrameMaker status
bar. You cannot move the minimized window to a new location.
There are various other tasks that you can perform from the context-menu of a tabbed document.
Right-click the tabbed document window, and you can perform the following tasks:
• Consolidate all document windows
• Close the selected tab or all open documents
• Move the selected tab to a new window
• Open Windows Explorer where the file is stored
• Create a document
• Open a document

46
Panels
Know Adobe FrameMaker panels and how they can be arranged in a workspace.
Panels are floating panels with an interface designed to simplify your work.
FrameMaker offers the following key panels:
• Conditional Tags panel
• Cross-References panel
• Markers panel
• Fonts panel
• Insets panel
• Variables panel
• References panels
• Open Files panel
• Review Comments

Figure 1: Panel interface


A. Search panel entries – as you type, FrameMaker searches through all the columns for matches and
keeps displaying them. B. Panel-specific toolbar buttons. C. Filter to choose current document, all open

47
documents, or a specific document. D. Arrow on column headers indicates sort order E. Panel list area F.
Tooltip G. Details of each instance include location. You can customize the location using the Panels Loca-
tion Criteria dialog box.
NOTE: By default, panels open up in the panel list area in the right pane. If you move the panels around,
FrameMaker remembers the panel location. Th next time you launch the panel, it is displayed at the last
closed location.

Close panels and tab groups


Panels have a button on the right side of the title bar that you can click to close a panel or a tab group
(group of panels).

Figure 2: Close panels and tab group


• Close: Closes just the panel in focus (the Markers panel, in this case)
• Close Tab Group: Closes all the panels in the tab group
Also, by double-clicking in the title of a panel, you can minimize or maximize that panel as well as the
whole tab group it is a part of.

Panel list area


The Select drop-down displays a list of all open documents, including books and DITA maps.
If you select All Open Docs, the panel list area displays all the variables from all the open documents. If
you select a specific open document, the panel list area displays variables from the selected document
even when you switch to other open documents. The panel list area continues to display the list of
instances from the selected document.
If you select the Current option, the panel list area displays the list of instances from the selected docu-
ment. The list area refreshes when you switch between open documents. However, when you switch
between panels, you may need to click Refresh.
If you select an open document (<filename>):
• Single-click an instance in the panel to display the corresponding instance in the document. For
example, if you select an image instance from the Insets panel, the corresponding image is also
selected in the document view.
• Double-click an instance to do the following for each panel.
The following panels are available:

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Conditional Tags panel
Displays the Add/Edit Condition Tag panel for the selected condition.
Cross-references panel
Displays the Cross-Reference panel for editing the selected cross-reference.
Markers panel
Displays the Markers panel so that you can edit the selected marker definition.
Fonts panel
Displays the Replace Font panel for selecting a replacement font.
Insets panel
Displays the Object Properties panel for the selected inset.
Variables panel
Adds the selected variable at the insertion point in the current document.
Hotspots panel
Displays the Hotspots panel for editing the selected hotspot.
Open Files
Lets you manage and navigate through large number of open files.
NOTE: Click a column name to sort the data in the list area in ascending or descending order.
Console panel
Displays the Console panel listing warnings and error messages.
References panel
Displays the results of the search for locations where a particular element is referenced. This panel
is only relevant for DITA documents.
Review Comments
Displays and lets you manage the review comments received from reviewers.

49
Toolbars
Know the types of toolbars, toolbar icons, preferences and customization of toolbars in Adobe
FrameMaker.
In this topic
• Introduction
• Toolbar icons
• Set toolbar icon preferences
• Customize toolbar icons

Introduction
You can access all commonly used commands from the following toolbars for use in structured or
unstructured documents. You can display a toolbar from the View > Toolbars menu.

Graphics Toolbar
Provides shortcuts for graphics creation and edits.
Quick Access Bar
Provides commands for opening and saving documents, editing text, graphics, and tables.
Structured Access Bar
Provides commands for working with the structured document, such as add an XML document,
open element catalog, edit attributes, and more.
Text Formatting
Provides text formatting commands, such as font styles.
Table Formatting
Provides table editing commands, such as add rows, columns, merge cells, and text alignment
options for table cells.
Paragraph Formatting
Provides commands for formatting paragraphs, such as tab stops, text alignment, spacing, as well
as the paragraph style list.
Quick Element
Provides commands inserting and wrapping common structured document elements.
Object Alignment
Provides commands to change sequence, alignment, and orientation of objects.
Object Properties
Provides commands to group objects, change layer order, reshape, scale, and snap objects.

50
Track Text Edits
Provides commands for tracking, accepting, and rejecting text edits.
Direction Toolbar
Provides commands for working with bi-directional documents.

You also have keyboard shortcuts for all commands accessible through the toolbars and menus.

Toolbar icons
FrameMaker gives you a predefined set of grayscale and colored icons. These icons resize according to
the resolution of your display device. By default, FrameMaker uses grayscale icons. You can switch to
colored icons by changing the Icons setting in the Preferences dialog.

Set toolbar icon preferences


Set your toolbar icon preferences to choose colored or greayscale icons:
1) Choose Edit > Preferences.
2) In the Preferences dialog, select Interface and choose the preferences for Icons – Grayscale or
Colored.
3) Restart FrameMaker for the icon preferences to take effect.

Customize toolbar icons


You can also add your own custom icons in FrameMaker. You need to update the toolbar’s .xml file
which is available at two location – in FrameMaker install location, and in %appdata% folder. If you want
to permanently save your custom toolbar, you must update the toolbar file located within the
FrameMaker’s install location. Otherwise, you can also update the toolbar files available within the
%appdata% folder.
For example, if you want to update the Quick Element toolbar in WYSIWYG View, then you can update
the quick_element.xml file located within the following location:
<Fm_install_location>\fminit\WorkSpaces\Structured\WYSIWYGView\toolbars
The preferred method is, to update the toolbar files in the user preference folder (%appdata%):
C:\Users\<username>\AppData\Roaming\Adobe\FrameMaker\<version>\Work-
Spaces\Structured\WYSIWYGView\toolbars
Similarly, you have to specify the base path of your icon image directory in the maker.ini file. Within
the maker.ini file, use the ToolbarCustomImageDir property to specify the base path of your icon
directory. Again, the maker.ini file is available within the FrameMaker install location and your
%appdata% folder. If you specify the base path at both locations, then FrameMaker gives precedence
to the location specified in the %appdata%\Adobe\FrameMaker\<version>\maker.ini file.

51
Perform the following steps to customize toolbar icons in FrameMaker:
1) Create and store all the icon files on your system. You can store icons at any location including the
%appdata% folder.
2) Specify the base path of the icon directory in the ToolbarCustomImageDir property in the
maker.ini file. For example, if your icons are stored in the following folder structure:

Figure 1: Sample folder structure to store custom icons


Then, you need to specify the base path as C:\custom\icons\structured\toolbar.
3) Locate the .xml file of the toolbar relevant to your view and mode and open it for editing.
4) Locate the <ACTION> element relevant to the icon you want to customize. A sample of the
<ACTION> element code is given below:
<ACTION command="CenterPara">
<images base="Feature-B/P_TextAlignCenter_Md"/>
5) Add the base name of the icon in the @base attribute of images element.
NOTE: In our example the icons are located within the sub-directories, therefore we have to specify
the relative path.
6) Create at least six icon images for different monitor zoom levels. The supported zoom levels are
100%, 150%, and 200%. For each zoom level, you need to have two images—one for enabled mode
and other for disabled mode.
The following table lists the icons names and dimensions for using custom grayscale icons. For ex-
ample, if your icon’s base name is xyz, then you can have six image files for the following possible
combinations of zoom levels:

Icon names
Recommended icons size in
Zoom level Enabled Disabled pixels

100% xyz.png xyz_D.png 18×18


150% xyz_3TO2X.png xyz_D_3TO2X.png 27×27
200% xyz_2X.png xyz_D_2X.png 36×36

Note that for disabled icons, _D must be specified in the filename as shown the above table. Simi-
larly, for 150% zoom level, _3TO2X is specified in the filename and _2X is specified for icons to be
used at 200% zoom level.
If you want to use colored icons, then name the files using the following syntax:

52
<base-name>_C_<zoom-level>.png
The above-mentioned syntax is for the Enabled icons. To create Disabled icons, then use the follow-
ing file-naming syntax:
<base-name>_C_D_<zoom-level>.png
RELATED LINKS:
Keyboard shortcuts

53
Smart Catalogs
Learn how to use a Smart Catalog in Adobe FrameMaker.
You can use the Smart Catalog as a convenient shortcut to the catalogs available in Adobe FrameMaker.
For example, to set a paragraph style in a document, you use the Smart Catalog to quickly search for and
select the required paragraph style. In a structured document, you can easily find the required elements
and attributes to insert at a point in the document.
See the video Smart Catalogs.
To use the Smart Catalog:
1) Place the cursor at the required location in the document.
For instance, for character and paragraph styles, place the cursor inside a paragraph. For elements
and attributes in a structured document, place the pointer at the element insertion location in the
Structure View.
2) Press the Smart Catalog shortcut key. See the Smart Catalog shortcut keys defined below.
The Smart Catalog dialog displays.

Figure 1: “Insert Element” Smart Catalog in Adobe FrameMaker


The focus of the pointer is now within the text box at the top of the dialog.
3) To search for an item in the current catalog, start typing either the name of the item or the descrip-
tion. As you type, the list in the dialog is narrowed down.
For example, if you want to insert a list element in a structured document, you can type the name
of the list element: <ul>, <ol>, or <dl>. You can, however, also type the description of the ele-
ment, list, and the dialog list is narrowed down to all the available list items in element catalog.

54
Figure 2: Filtered elements in the “Insert Element” Smart Catalog
NOTE: The list of displayed items in the dialog is limited to ten. If the list exceeds ten, you can use the
scrollbar to navigate up and down the list.
Table 1: Smart Catalog shortcut keys

Shortcut Smart Catalog Applies to…

F8, ctrl+8 Character catalog Structured and unstructured


F9, ctrl+9 Paragraph catalog Structured and unstructured
ctrl+1 Element catalog Structured
ctrl+2 Wrap element Structured
ctrl+3 Change element Structured
ctrl+4 Apply condition Structured and unstructured
ctrl+5 Remove condition Structured and unstructured
ctrl+7 Attributes Structured
esc+q+o Object styles catalog Structured and unstructured

55
Command Search
Learn how to use the Command Search feature in Adobe FrameMaker.
There are hundreds of commands in FrameMaker and each command performs a specific task. At times,
it is difficult to find the desired task from the main menu. FrameMaker makes it easier for you to find a
task using the Command Search feature. Click on the magnifying glass icon on the Application bar to open
Command Search or you can use the F7 shortcut key:

Figure 1: Command Search in FrameMaker


As you start typing the task that you want to perform, the available commands get filtered out. For
example, if you type paragraph, then only those command that allow you to work with paragraph are
shown in the Command Search panels.

Figure 2: Command Search example: Search for paragraph


You can choose a command from the list and press Enter to execute the selected command. The
Command Search panel also shows the Esc key sequence and the menu path of executing the command.

56
Status bar
Learn how to use the status bar in Adobe FrameMaker.
In this topic
• Introduction
• Zoom in and out
• Turn pages and set scrolling
• Navigate through pages in a document

Introduction
The Adobe FrameMaker status bar provides navigational controls, pagination information, and zoom
controls.

Figure 1: Navigational controls on the status bar


A Page flow and element breadcrumb (in Structured FrameMaker) or paragraph style (in unstructured)
B First page C Previous D Go to page number E Next F Last page G Go to line number H Go to insertion
point I Zoom controls

Zoom in and out


• To magnify or decrease magnification, text, and objects, click the + (Increase Zoom) or – (Decrease
Zoom) buttons on the status bar. FrameMaker zooms in or out on the area of the page containing
the insertion point or selection. If the document doesn’t contain an insertion point or a selection,
FrameMaker zooms in on the center of the page.
• To display text and objects at a particular magnification, select a percentage from the Zoom
drop-down list.
• To display the entire page in the current window, select Fit Page In Window from the Zoom
drop-down list.
• To fit the page or text frame to the window, select Fit Window To Page or Fit Window To Text
Frame from the Zoom drop-down list. If the view options are set to display facing pages, the
window is resized to accommodate two pages side by side.
• To change the available zoom settings, click Set from the Zoom drop-down list, select the
percentage you want to change and enter the new percentage. Enter any percentage from 25% to
1600%. Click Set. To return to the default percentages, click Get Defaults.
NOTE: The default zoom level is set as per the resolution of your display device.

57
Turn pages and set scrolling
You can define how FrameMaker displays pages when you scroll up and down, left and right, or two
pages at a time.
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) Choose View > Options.
3) Choose one of the following options from the Page Scrolling drop-down list:
– To display pages from top to bottom (for example, page 2 below page 1), select Vertical.
– To display pages from left to right (for example, page 2 to the right of page 1), select Hori-
zontal.
– To display pages two at a time, side by side, select Facing Pages.
– To display as many pages as will fit in the window from left to right, select Variable.
4) Click Set.

Navigate through pages in a document


You can navigate through a document window using controls in the status bar.
Do one of the following:
• To go to the next page, click the Next Page button.
• To go to the previous page, click the Previous Page button.
• To go to the first page in the document, click the First Page button.
• To go to the last page in the document, click the Last Page button.
• To go to a specific page, click in the Page Number area and type in the page number you want to
display.
• To go to a specific line number, click in the Line Number area and type in the line number you want
to display.
• To go to the page containing the insertion point, click the Insertion Point button.
• To move quickly through the pages, scroll vertically.
If the document you are paging through is part of an open book, FrameMaker sometimes displays an
alert message prompting you to choose to open the next or previous document in the book. For example,
if you click Previous Page on the first page of a document, clicking Yes in the alert message box opens
the previous document in the book. The last page of that document appears.
TIP: In case of structured documents, select an element in the Structure View to display the corresponding
page in the document window.

58
View options
Learn about the different viewing and display options in Adobe FrameMaker.
In this topic
• View Options
• Display Units
• Font Units
• Rulers and Grid Lines
• Line numbers
• Visual guides
• Text symbols
• Subset of menu commands
• High-contrast workspace
• Faster page display

View Options
NOTE: The Rulers, Grid Lines, Border on Objects, Text Symbols, and Graphics are session properties and
not document properties. They impact all documents opened in the current session.
In Adobe FrameMaker, some text boxes in dialogs require a unit of measurement (such as points or
inches) for the value you enter.
You can specify the default units for font size and line spacing (font size units) and for other measure-
ments (display units) in the View Options dialog.
The default units of measurement appear after the values in the text boxes of dialogs.
You can enter short and long forms of units in text boxes of dialogs:
• pc, pi, or pica for picas
• pt or point for points
• px for pixels
• dd for didots
• cc or cicero for ciceros
• Q for Q units (refers to font size and line spacing for the Japanese language only).
If you enter a value without a unit of measurement in such text boyes, FrameMaker uses the default unit.
If you enter a value with a unit different from the default unit defined in the View Options, FrameMaker
automatically recalculates the value into the default value. For example, if your document display units
are picas and you want to set a paragraph indent of 1 inch, enter 1" in the First Indent box of the Para-
graph Designer. When you click Apply, the measurement changes to the number of picas that corre-
sponds to 1 inch.
Choose View > Options... to open the View Options dialog.

59
Figure 1:

Display Units
Choose the values for Display Units. You can select between the following default units:
• cm (centimeters)
• mm (millimeters)
• Inch
• Pica
• Point
• Didot
• Cicero
• Pixel
Click Set.

Font Units
Choose the values for Font Units. You can select between the following default units:
• Point
• Q (for Japanese only)
Click Set.

60
Rulers and Grid Lines
Select a setting from the Rulers dropdown and the Grid Lines dropdown.
Click Set.

Line numbers
Choose View > Line Numbers to display/hide line numbers.
Line numbers in FrameMaker files help you identify particular lines of content. Line numbers are set at a
document level (for a .fm file) and appear before each inserted line in a FrameMaker document.

Figure 2:
Some highlights of line numbers
• Support for multicolumn and multiflow formats: For files with multicolumn formats, line numbers
appear for text in each of the columns. For multiflow documents, the line numbers are calculated
according to the text flows and continue accordingly.
• Recalculation: When you insert text within a paragraph with line numbers are enabled, the line
numbers are recalculated to accommodate the new text.
• Document level property: Line numbers are a document level property, so you can enable/disable
this feature for a document (.fm file). Line numbers can be set at a document level to continue
from previous page or restart at each page.
• Text flows: For multiflow documents, the line numbers follow the text flows and continue
according to the text flows.
• XML documents: Line numbers do not persist in XML documents. However, you can enable line
numbers in the application template.
• Printing: Line numbers are visible in the print and PDF created using Save As PDF.
While using line numbers and change bars, ensure that they do not overlap.

61
To display line numbers, do the following:
1) Choose Format > Document > Line Numbers. The Line Number Properties dialog is displayed:

Figure 3:
2) In the Line Number Properties dialog, select Show line numbers and specify the following:
Width: Distance of line numbers from the column. The distance is relative to the columns that con-
tain text.
Font: Font of the line numbers.
Size: Size of the line numbers.
Color: Color of the line numbers.
Restart at Each Page: Selecting this option restarts line numbers for each page.
Show Line Numbers: Selecting this option displays the line numbers.
3) Click Set.

Visual guides
You can show several of these visual guides in a document window:
• Borders around text frames, graphic frames, and imported objects
• Markers, paragraph mark (¶), and other symbols in running text
• Rulers along the top and left side of the window
You can also show a grid of horizontal and vertical lines for drawing, resizing, and aligning graphics. All
visual guides are non-printing, so you do not need to hide them when you print. Make the appropriate
document window or book window active.
Do the following:
• To show or hide borders, choose View > Borders.
• To show or hide the rulers, choose View > Rulers.
• To show or hide grid lines, choose View > Grid Lines.

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• To show the element boundaries, choose View > Element Boundaries or Element Boundaries (As
Tags) in Structured FrameMaker. FrameMaker automatically toggles these two options.
IMPORTANT: The visual guides affect all open documents in the current session. In earlier versions of
FrameMaker, the visual guides would apply only on the selected document.

Text symbols
To show or hide the text symbols, choose View > Text Symbols.

Text symbol Meaning

¶ End of paragraph
§ End of flow and end of table cell
Tab
Anchored frame and table anchor
Marker
Forced return
| Manual equation alignment point
Non-breaking space
Discretionary hyphen
Suppress hyphenation

Subset of menu commands


You can display a subset of menu commands called quick menus. The quick menus do not have
commands for formatting text, editing some aspects of graphics, and inserting some objects such as
markers and variables.
If you do not see the full set of menu commands, the quick menus is probably displayed.
NOTE: If you’re using a structured document, your application developer can change the commands avail-
able in the complete menus.
• To display quick menus, choose View > Menus > Quick.
• To restore the complete menu, choose View > Menus > Complete.
For more information, see FDK Programmer’s Guide.

High-contrast workspace
Adobe FrameMaker uses system colors to draw window backgrounds, text, and other graphics. Users
who have trouble discerning colors or variations in contrast, or who have low visual acuity, can set
high-contrast color schemes and custom text and background colors. This setting makes the information
in the user interface easier to view.

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To configure the accessibility options in Windows, set the Accessibility options in Windows Control Panel.
NOTE: FrameMaker does not adjust colors of all items. Some of these include the background color, and
the fill color of graphic objects.

Faster page display


To display pages faster:
• Open the document by bypassing the update of imported graphics, cross-references, and text
insets. Opening a document without updating references makes a document open faster but can
slow down the display of individual pages.
• Turn off the display of graphics by choosing View > Options. Deselecting the Graphics option. Click
Set.
IMPORTANT: If you deselect the Graphics option and generate a PDF, the graphics do not appear in
the PDF.
• Display small text as gray bars by choosing File > Preferences > General. Enter a point size in the
Greek Screen Text Smaller box. Click Set. Whenever text in your document is in a point size smaller
than the size you specified, it appears on the screen as a gray bar.

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FrameMaker Preferences
Learn how to use the Preferences dialog to change various Adobe FrameMaker settings.
Use the Preferences dialog (Edit > Preferences) to change FrameMaker settings. The settings are catego-
rized under the following sections:
• Global: This section allows you to configure settings for product interface, importing graphics, tool-
tips, warning and alert messages, panels, startup scripts, and Dropbox integration.
• CMS (Content Management System): This section allows you to configure settings for working with
the supported CMSs.
• Spelling: The section allows you to configure settings for the supported dictionaries, smart quotes,
and spell checking options.
• XML: This section allows you to configure the look and feel of the XML View.
• MathML: This section allows you to configure MathML installation path, license information, and
other related options.

Figure 1: FrameMaker Preferences dialog


The settings in the Preferences dialog are explained below.
In this topic
• Global > General
• Global > Graphics
• Global > Interface

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• Global > Alerts
• Global > Launch
• Global > Dropbox
• CMS > Documentum
• CMS > Microsoft SharePoint
• CMS > DitaExchange
• CMS > Adobe Experience Manager
• Spelling > Dictionary
• Spelling > Smart Quotes
• Spelling > Spelling Options
• XML
• MathML

Global > General


The following settings are available in this section:

Setting Description

Product Interface By default, FrameMaker opens in Structured FrameMaker


authoring mode. If you want to switch to unstructured
authoring mode, choose FrameMaker from the list of options
and restart FrameMaker.
For more information, see Authoring modes.
Automatic Backup on Save Select this option to create a backup file every time you save a
document.
For more information, see Back up and save automatically.
Auto Save Every Select this option and specify the time in minutes to auto-save
file at the specified time intervals.
For more information, see Back up and save automatically.
Show File Translation Errors Select this option to show error messages while importing a
document from some other format such as Word.
Greek Screen Text Smaller Than Select this option to show small text as gray bars. When text is in
a point size smaller than the size you specify, the text appears
on the screen as a gray bar.
For more information, see Faster page display.
Checkout HTTP Files on Open Select this option if you want to check out a file from a WebDAV
server while opening the file.
Upload HTTP Files on Save Select this option if you want to check in a file only once when
you close the file.

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Setting Description
Image Padding Specify the default padding (space) value for an image and its
containing anchored frame. When you insert an image,
FrameMaker adds a gap (padding) between the image and the
anchored frame.
The default value is 6.0 pt.
Import Image by Reference Select this option to set import images by reference as the
default way of importing images.
Show Tabbed Welcome Screen Select this option to show the Welcome Screen as a tabbed
document. If you do not select this option, then you will see the
Welcome Screen on launching FrameMaker. However, when you
open or create a document, the Welcome Screen is closed.
You can then open the Welcome Screen from the Workspace
switcher menu.
Do Not Check For Updated Images If you are working on a network drive, then select this option to
& Multimedia prevent FrameMaker from checking for updated images and
multimedia files on the network drive. You must deselect this
option before publishing, else you might have outdated media
files in your published output.
Compatibility
Save FrameImage With Imported When you copy a graphic into a FrameMaker document, the
Graphics FrameMaker document stores the graphic data in one or more
facets. Each facet contains data in a specific graphic format.
FrameMaker uses facets to display and print graphics.
Select this option to save an image’s data in the form of facet
with the imported graphic.
Lock Files on Network Select this option to lock a file while it is open. This prevents
other users from changing the file.
For more information, see Open a document in use.
Remember Missing Font Names When you select this option, FrameMaker preserves the names
of unavailable fonts used in the document. The original fonts
reappear when you open the document on a computer that has
the fonts installed, even if you save the document with
substitute fonts.
For more information, see Troubleshooting unavailable fonts.
Embed in PDF
Adobe Flash File Select this option to generate the PDF with embedded Adobe
Flash files used in the document.

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Setting Description
3-D Objects Select this option to generate the PDF with embedded 3-D
object files used in the document.
Multimedia Objects Select this option to generate the PDF with embedded
multimedia object (like MP3, MP4, AVI) files used in the
document.
Cursor Movement
Logical/Visual Select the cursor movement to be logical or visual while you are
working in a right-to-left enabled document.
For more information, see Caret location and movement.

Global > Graphics


The following settings are available in this section.

Setting Description

Image Import
Anchoring Position Select the default anchoring position to use while importing an
image. By default, all images are imported in an anchored frame
positioned below the current line.
Alignment Type Select the default alignment for the anchored frame. By default,
the anchored frame is center aligned.
DPI Specify the default DPI setting to import an image. By default,
72 DPIs are used to import an image.
Auto-Scale Image Along Width (on Select this option when you insert an image in a text frame,
insertion) table cell, heading, side head, or a column. The image
automatically scales and fits in.
For example, if the image is larger than the text frame, it will
automatically scale proportionally, maintain the best possible
DPI, and fit to the frame.
Export Image
Raster Images DPI in HTML Output For the raster images used in your documents, you can specify
the DPIs to convert those images. This setting is applicable only
when you are generating Responsive HTML5 output.

Global > Interface


The following settings are available in this section.

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Setting Description

Tooltips Appearance Select the appearance of the tooltip. The possible


options are Normal, Fast, and Hidden.
Panels
Auto-Collapse Iconic Panels Select this option to automatically collapse a
panel to an icon, when the focus shifts away from
the panel.
Hide Panels on Close Select this option to hide panels when they are
closed. This way, the panels remain hidden from
the interface, but they remain active in the
system memory. When this option is not
selected, the panel is closed and removed from
system memory.
Display Menu Path in Command Search Select this option to show the menu path of a
command in the Command Search. For more
information, see Command Search.
Dialogs
Use Windows File Browser Select this option to use the native Windows file
browse dialog while opening or saving files.
Documents
Open Documents as Tabs Select this option to display open documents in
separate tabs. If not selected, then documents
are opened in separate windows.
Hide Single Tabs in Documents When documents are shown in separate window,
then the filename is not displayed in a tab.
Prevent Document Tabbing While Dragging Select this option to prevent document tabbing
while dragging.
Open Composite Documents as Tabs Select this option to open composite documents
as tabs.
Open Documents on Drag Drop Select this option to open documents when they
are dragged and dropped onto the document
window.
Icons
Grayscale/Colored Select the Grayscale option if you want to use
grayscale icons in FrameMaker's user interface,
otherwise choose Colored.

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Setting Description

Structure View
Auto-Expand Corresponding to Cursor Location in Select this option to synchronize the cursor
Document Window location in the document window with element
selection in Structure View. For example, if you
place your cursor anywhere in the document
window, then the corresponding element in the
Structure View is automatically highlighted.
Similarly, if you select an element in the Structure
View, the corresponding text in the document
window gets selected.

Global > Alerts


The following settings are available in this section.

Setting Description

Show Warnings While Cleaning History Select this option to show a warning message
while performing any history clearing operation.
You can further limit this warning message to
appear only once for each kind of operation or
for all operations.
File Contains Unresolved Cross-References Select this option if you want to show alerts
when unresolved cross-references are found in
the document.
Opening an Old Release Document Select this option if you want to show alerts
when opening a document from an older release
of FrameMaker.
Opening an Old Release Book Select this option if you want to show alerts
when opening a book file from an older release
of FrameMaker.
File Containing Unavailable Fonts Select this option if you want to show alerts
when the fonts used in the document are not
available on the system where the document is
being opened.
Dictionary Provider Mismatch Select this option if you want to show alerts
when the dictionary service provider in the
document does not match that on the system
where the document is being opened.
NOTE: The dictionary service provider can be set
from Preferences > Spelling > Dictionary.

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Setting Description
File Unsupported in Mode Select this option if you want to show alerts
when a structured file is opened in unstructured
mode.
File Unsupported in View Select this option if you want to show alerts
when a file is opened in an unsupported view.
Automatically Switch to Asian Composer Select this option to automatically switch to
Asian Composer mode.
For more information, see Asian language
support.
Show Alerts in Session Restore Select this option if you want to show alerts on
restoring an earlier session. This could happen
when you relaunch FrameMaker after a crash.
Show Contextual Tips Select this option to show contextual tips related
to the operation that you are performing in
FrameMaker.
For more information, see Contextual Tips.

Global > Launch


The following settings are available in this section.

Setting Description

Load Adobe Fonts on Startup This option loads Adobe fonts when FrameMaker
starts. Adobe fonts are stored in the
<Fm_install_location>\fminit\fonts
folder. If you deselect this option, then none of
the Adobe fonts will be available for use.
Delay Load Clients When you select this option, none of the clients
such MathFlow and PDF import comments are
loaded on startup. This option improves
FrameMaker’s launch time, but some of the
client applications are not available immediately
after launching FrameMaker.
Delay Load Language Providers Select this option to delay launch of all language
service providers until FrameMaker is launched.
When selected, this option loads only the English
language dictionary services on startup. Other
dictionary service providers are loaded after
launching FrameMaker.

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Setting Description
Don’t Load Startup Scripts Specify a list of scripts that you do not want
FrameMaker to launch on startup. For example,
by default S1000D utilities and menu scripts are
specified in this list. If you remove the S1000D
scripts from this list, they are executed and you
will see S1000D menu option.

Global > Dropbox


The following settings are available in this section.

Setting Description

Currently Selected Dropbox Folder Specify a folder location to set as the default
location to store files from Dropbox.
Delete Files from Dropbox After Copying Locally Select this option to delete files from the disk
after the files are uploaded to the Dropbox folder.
Create Folder Structure for Dependencies While Select this option to define a folder structure to
Uploading or Downloading push all dependent files into Dropbox folder.

CMS > Documentum


The following settings are available in this section.

Setting Description

On File Upload
Overwrite Existing Object and Save As Select this option to specify the versioning
mechanism. You can choose to overwrite an
existing version of the file and set its version
number to be same, next major, or next minor.
Show Hidden Objects Select this option to show files that are marked as
hidden in the Documentum repository. The
hidden files are also shown in the Repository
Manager window.
Show Private Cabinet Select this option to show the private cabinets
contained in the Documentum repository. The
private cabinets are shown in the Repository
Manager window.

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Setting Description
DFS SDK Path Browse to and select the path of the
Documentum Foundation Services (DFS) SDK on
your system.
Custom Attributes Specify any custom attribute that you want to use
from Documentum.
For more information, see Add custom CMS
attributes.

CMS > Microsoft SharePoint


The following settings are available in this section.

Setting Description

On File Upload
Overwrite Existing Object and Save As Select this option to specify the versioning
mechanism. You can choose to overwrite an
existing version of the file and set its version
number to next major or next minor.
Custom Attributes Specify any custom attribute that you want to use
from Microsoft SharePoint.
For more information, see Add custom CMS
attributes.
Checked Dependent Files by Default If your main document has dependent files,
select this option to checkout the main
document along with the dependencies. This
option syncs with the Checkout all dependent
files option in the confirmation dialog box. The
dialog box appears when you checkout the files
from SharePoint server.

CMS > DitaExchange


The following settings are available in this section.

Setting Description

On File Upload
Overwrite Existing Object and Save As Select this option to specify the versioning
mechanism. You can choose to overwrite an
existing version of the file and set its version
number to next major or next minor.

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CMS > Adobe Experience Manager
The following settings are available in this section.

Setting Description

CMS
Close File on Checkin Select this option to close a file when it is checked back into
AEM.
Use UUID based referencing Select this option to download files that use the UUID
(Universally Unique Identifier)/GUID (globally unique identifier)
based file referencing system. You can publish these files in
FrameMaker to generate the required output.
Open File on Checkout Select this option to open a file when it is checked out from
AEM.
Auto-Checkout
Enable Auto-Checkout Select this option to automatically check-out file on opening or
saving. When you select this option, the On File Save and On
File Open options are enabled. The Show Prompt option can be
combined with On File Save or On File Open options.
If you are using a combination of check-out On File Open and
Show Prompt, then you see a prompt on opening a file from the
AEM repository. If you choose to check out the file, you get an
exclusive lock on the file and you can edit the file. If you choose
not to check out the file, then the file is opened in read-only
mode.
If you are using a combination of check-out On File Save with
Show Prompt, then you see a prompt to check out the file on
save. If the file is not checked out and you try to save the file,
then you are prompted if you want to check out the file. If you
choose not to check-out file, then the updates are not saved.
Proxy
Proxy Type If you are behind a proxy server, you need to specify the proxy
server details here to connect with your AEM server. Select the
server protocol that is used by your AEM server. Possible
options are HTTP and HTTPS.
Server/Port Specify your proxy server’s IP address or domain name and the
port on which it is listening.
Debugging Info
Extensive Logging Select this option to store detailed logs that can be used for
debugging any issue.

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Spelling > Dictionary
Use these preferences to specify Proximity or Hunspell dictionaries for Spelling, Hyphenation, and
Thesaurus for various languages. For German language variants, you can choose to use the Duden dictio-
nary.

Spelling > Smart Quotes


Use the Smart Quotes settings to specify the single or double quotes to use for the supported languages.
The quotes that you specify here are automatically picked up when you use them in your document.

Spelling > Spelling Options


The following settings are available in this section.

Setting Description

Auto Spell Check Spell check the words in a document as you type.
If a word is misspelt, a red squiggly appears
below the word.
Find
Repeat Word Select this option if you want the Spelling
Checker to find any repeated words in your
document.
Unusual Hyphenation Select this option if you want the Spelling
Checker to find any unusual hyphenations in your
document.
Unusual Capitalization Select this option if you want the Spelling
Checker to find any unusual capitalization (like
GReen) in your document.
Two in a Row Select this option and specify characters that
should be flagged by the Spelling Checker if they
are found in continuation.
Straight Quotes Select this option if you want the Spelling
Checker to find any straight quotes in your
document.
Extra Spaces Select this option if you want the Spelling
Checker to find extra spaces in-between two
words.
Space Before Select this option and specify characters that
should be flagged by the Spelling Checker if a
space is found before them.

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Setting Description

Space After Select this option and specify characters that


should be flagged by the Spelling Checker if a
space is found after them.
Get Default Click this button to revert the Spelling Options to
its default selection.
Ignore
Single Character Words Select this option to ignore any single character
word to be flagged by the Spelling Checker.
Words That Are All Uppercase Select this option to ignore words that are
written in uppercase to be flagged by the Spelling
Checker.
Words Containing Select this option and specify characters, if found
in a word, should not be flagged by the Spelling
Checker.
Roman Numerals (NA for Hunspell) Select this option to ignore any Roman Numerals
be flagged by the Spelling Checker.
Words With Digits Select this option to ignore any word containing
digits be flagged by the Spelling Checker.
Smart Quotes in Space Before and After Select this option to include the smart quotes
specified under the Smart Quotes settings to be
included in the space before and after rule.

XML
The following settings are available in this section.

Setting Description

Syntax Colors Select the colors for displaying attributes,


comments, entities, element names, and other
objects in XML View.
Display Line Numbers Select this option to display the line numbers in
XML View.
Word Wrap Select this option to wrap words in the XML View.
Font Family Select the font family to use to render XML code
in the XML View.

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MathML
The following settings are available in this section.

Setting Description

MathFlow
Installation Path Browse to and select the install path of MathFlow
on your system.
License File Path Browse to and select the path of MathFlow
license file on your system.
Editor Type Select the type of MathFlow editor you want to
use. Possible options are Style editor and
Structure editor.
For more information, see Create equations using
MathML.
MathFlow Settings
DPI MathML equations are inserted in your
document in the form of an image. Specify the
DPIs for the MathML equation images.
Embed Inline Select this option to embed the equation image
inline with the enclosing paragraph.
Apply Paragraph Style Select this option to apply the formatting of the
enclosing paragraph on the MathML equation.
Export As PNG Select this option to export the MathML
equations as PNG images in the PDF output.
Font Size Specify the font size in pixels for the MathML
equation. The default font size is set to 14 px.
Alert
Show Trial License Alert Select this option to show an alert if you are using
a trial license of MathFlow.

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78
Contextual Tips
Know how Contextual Tips help you find the new features introduced in Adobe FrameMaker.
The Contextual Tips feature helps you find the new features introduced in FrameMaker, or find an alter-
nate method of performing a regular task. If there is a feature that is related to the current task that you
are performing, the Contextual Tips feature would show you the related feature's information in the
form of a tip. These useful tips help you perform your tasks easily and efficiently.
For example, the first time you open a new document, a tip appears at the lower-right corner of the
FrameMaker workspace.

Figure 1: Contextual Tips in Adobe FrameMaker


The Tips dialog box includes the following buttons:
• ?: Hover the mouse over this button to see how to turn these tips on or off.
• ShowMe: This button is displayed for some specific tips only. Clicking this button opens the respec-
tive panel that is being referred in the tip.
• Details: Clicking this button takes you to the relevant Help content.
• X: clicking this button closes the tip. To stop displaying any further messages, see Contextual Tips
preferences.
Each tip appears only once for a specific workflow. For example, the next time you open a document, the
tip is not displayed. The attempt is to provide you the valuable information without being intrusive. In
this attempt, if you perform a workflow, FrameMaker assumes that either you have made use of the
information in the tip or you do not require that information.

Contextual Tips preferences


To customize the Contextual Tips preferences, choose Edit > Preferences > Global > Alerts. The following
options related to the Contextual Tips are available at the bottom of the dialog:

Show Contextual Tips


Deselect this option to stop any further messages from displaying. This means that even if you are
performing a task for the first time, you will not be shown any tip or message.

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Reset Contextual Tips
Click the Reset Contextual Tips button to start displaying tips again even for those workflows that
have been performed earlier. For example, a tip appears while saving a document, you rest the
Contextual Tips by clicking this button, next time when you save the document, the same tip is
displayed again.

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Manage open files
Understand how to work through open files in FrameMaker with the Open Files panel.
The Open Files panel lets you manage and navigate through large number of open files.
Using the Open Files panel, you can:
1) Review and save files with unsaved changes.
2) Search for a file with a specific name or files saved in a particular folder.
3) Navigate across different files.
4) Review the path of the various open files.
5) Close specific files after saving or without saving.

Figure 1: The Open Files panel


A. Save files and keep them open. B. Save the selected files and close them. C. Close the selected files –
if there are unsaved changes in the files you are trying to close, the Save Files dialog appears D. Search –
As you type, the panel matches the search criteria with entries in all the columns. Use the cross icon next
to the Search text box to clear the entered search text E. Select All, Unsaved, or Saved to filter F. Refresh
the files list G. Select all files in the list H. List of currently opened files
You can display the Open Files panel by choosing View > Panels > Open Files or View > Open Files.

Save files on file close and exit


FrameMaker displays the Save Files dialog when you attempt any of the following:
• Exit FrameMaker by
– Clicking the Close button
– Selecting File > Exit

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– Using Alt+F4 on the keyboard
• Select Shift+File and select one of the following options
– Close All Open Files
– Close All Files in Book
– Close All Files in Ditamap
• Try to close files without saving in the Open Files panel

Figure 2: The Save Files dialog


In the Save Files dialog, you can review and save unsaved changes files. You can also discard the changes
by deselecting the files and clicking Save.

Save and close open files


You can see a list of currently open documents in the Open Files panel. Using the Open Files panel, you
can select the files and changes to save and discard.
1) Choose View > Panels > Open Files.
FrameMaker displays the Open Files panel. Unsaved files and files with unsaved changes are indi-
cated with asterisk (*). To locate files in a long list, type in the Search box. FrameMaker matches the
text in the name of the file as well as the path.
2) Select the files to be saved and do one of the following:
– Click Save.
FrameMaker saves the selected files. FrameMaker prompts you to specify the name and path
of the files that are not saved to the disk yet.
– Click Save and Close.
FrameMaker saves and closes the selected files.
– Close Files.
FrameMaker closes the selected files. If you choose to close any files with unsaved changes,
the Save Files dialog appears.

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Restore last session
Know how FrameMaker allows you to restore the last session, steps and preferences.
In this topic
• Introduction
• Conditions to restore last session
• Steps to restore the last session
• Preferences for alerts on restore

Introduction
FrameMaker allows you to restore the last session you were working on when you last exited
FrameMaker or it crashed. In case of a crash, when you launch FrameMaker again, FrameMaker displays
an alert where you can choose whether or not to restore the last session. By restoring the last session,
you can reinstate the following as you were working on them in the last session:
• View: XML Code, WYSIWYG, or Author
• Workspace
• The document in focus
• The files open in the last session (Except the files open through the CMS connector in the last
session)
• Page numbers in focus for different documents
• The scroll space for the master, body and reference pages
• Tab order of the documents
• Palettes (such as Equation, Templates, and Thesaurus browser)
• stuctapps.fm file: The last read structapps.fm file (On restore, the last read struct-
apps.fm file is read again)

Conditions to restore last session


If all the following conditions are met, you can restore last session:
1) There were files open when you exited FrameMaker or it crashed. In other words, there is some-
thing to restore in the last session. If you exit files FrameMaker after manually closing the files,
there is nothing to restore.
2) There are no open files when you try to restore the last session
3) The current mode of FrameMaker (Structured or Unstructured) is same as FrameMaker’s last exit
mode.

Steps to restore the last session


To restore FrameMaker’s last session, launch FrameMaker and do one of the following:
• Click Restore Last Session on the Welcome Screen.
OR
• Choose File > Open Recent > Restore Last Session.

83
OR
• Use the keyboard shortcut esc+r+s.
• In case FrameMaker crashes, when you relaunch FrameMaker, FrameMaker displays an alert
message where you can click Yes to restore the last session.
FrameMaker restores the last session. If there are some files that could not be restored, FrameMaker
displays an error message and lists the files in the Console panel.
NOTE: To launch the Console panel, choose View > Panels > Console or press esc+c+P.

Preferences for alerts on restore


In the Preferences dialog, you can select whether or not to display the alerts, such as missing fonts and
unresolved cross references, on session restore. The alerts that require user action, such as missing
graphics, appear even when you have disabled the alerts.

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Restore dimensions of Resource Manager views
Understand how FrameMaker retains the dimensions of the Resource Manager Views on exit and
relaunch.
FrameMaker retains the dimensions of the following Resource Manager Views on exit and relaunch:
• Resource Manager View for Book
• Resource Manager View for CMS Repository Browser
• Resource Manager View for DITA map
FrameMaker retains the dimensions of the Resource Manager views and uses them as default dimen-
sions of these Resource Manager views when you close and open them again.
• For undocked Resource Manager views, FrameMaker retains the width as well as height.
• For docked Resource Manager views, FrameMaker retains the width only.
The width that is retained for docked and undocked Resource Manager views is different. The dimen-
sions retained for different Resource Manager Views, such as Book and DITA map, are the same.

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Tips to work with the user interface
Know some tips and shortcuts to work with user interface, brightness, document windows, panels and
icons in Adobe FrameMaker.

Combine document windows


To consolidate all document windows (floating, minimized, or docked), right-click the tab bar of the
docked document window and select Consolidate All To Here from the menu.
Open file in Windows Explorer
To open a file’s location in Windows Explorer, right-click the tab bar of the docked document
window and select Open Containing Folder from the menu. The document’s file is auto-selected in
the Windows Explorer.
Float document windows
Click Arrange Documents icon on the top Application bar and select Float All In Windows. This
arranges all the document windows as cascaded floating panels.
Tile documents
Use the Arrange Documents icon to tile document windows vertically or horizontally. This is espe-
cially useful for manually comparing documents and layering them side by side.
Bring hidden panels to the front
Sometimes while working with floating document windows or when switching workspaces, the
panels may seem difficult to bring to the front.
• Undock the panels by dragging them out using the panel title bar.
• Dock all floating document windows. Right-click the docked tab bar and select Consolidate All To
Here or drag and dock the floating document windows.
Minimize panels to icons
Right-click on the panels tab bar and select Collapse To Icons from the menu. This option is avail-
able only if the panels are floating and not docked. To collapse docked panels, click anywhere in the
tab bar.
Reopen the panels
Choose View > Panels and click any panel name. The entire group of panels open at the bottom of
the workspace.
Reopen a panel
Choose Windows > Panels and select the panel you want to reopen.
Collapse all open panel groups to icons
Right-click the tab bar of the panel group and select Collapse To Icons.
Exit the full screen mode
Right-click outside the text frame in the document window and select Toggle Screen Mode.

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RELATED LINKS:
Screen modes

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ACCESSIBILITY

Accessibility
Know the features FrameMaker provides to improve access to visually impaired users.
The FrameMaker software provides a number of features that improve access for visually impaired users.
In particular, it:
• Provides support for high-contrast viewing for users with low visual acuity.
• Creates tagged Adobe PDF files when converting FrameMaker files to tagged PDF, making it easier
for people who use screen reader software to navigate a document in the proper reading order. For
information on how to turn your FrameMaker documents into tagged Adobe PDF files, see Tagged
PDF output.
• Supports assistive technology, such as screen reader software for the Windows® platform.
Screen readers let visually impaired users interact with the computer by interpreting what is happening
on the screen and sending that information to speech-synthesis devices. The screen reader will follow
the logical structure of the document. Screen readers can read FrameMaker documents viewed in
FrameMaker, or tagged PDF documents viewed in Adobe Acrobat® or Adobe Reader®. Refer to your
screen reader documentation for information on installation and use with documents viewed in
FrameMaker or Acrobat.
For more information on accessibility in Adobe Acrobat and Adobe PDF documents, see the Acrobat
online Help and the Adobe website.

Launch the on-screen keyboard


1) From the Start menu, choose Programs > Accessories > Accessibility > On-Screen Keyboard.
2) Click OK. You can then start using the onscreen keyboard.
RELATED LINKS:
High-contrast workspace

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DOCUMENTS

Documents
Understand the different methods to create documents in FrameMaker. Use the built-in templates to
create your documents.
Learn more about working with documents in the subtopics.

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Create a document
Learn how to create a document in Adobe FrameMaker from a blank document or a template. Learn how
to set the direction of the document (Left-To-Right/Right-To-Left).
FrameMaker provides several templates upon which you can base your documents. Alternatively, you
can choose to use a template defined by your organization or create a blank document.
By default, FrameMaker documents have a .fm extension.

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Create a blank document
Learn how to create a blank document with the default template in Adobe FrameMaker.
You may want to start with a blank FrameMaker document if you’re defining a template for your organi-
zation or team.
1) Choose File > New > Document.
2) Specify the basic page layout:
– To create a standard one-column document, click Portrait or Landscape.
– To create a document with custom page size, columns, column margins, and pagination
settings, click Custom and specify the required values. Click Create.
You can also select a measurement unit for the document. FrameMaker displays measure-
ments in dialog boxes and in the document window’s status bar in the selected unit.
3) Add content to the document.

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Use a template to create a document
Learn how to create a new FrameMaker document based on a template.

In this topic
• Introduction
• Standard Templates
• Structured Templates
• Custom Templates
• Right-To-Left Template

Introduction
You can create a document using a template. Your organization may have predefined templates for
different types of documents. Choose File > New > Document to create a new document.
Do the following to create a document based upon a predefined template.

Standard Templates
To create an FrameMaker document from a standard template:
1) Click Explore Standard Templates.
2) In the Standard Templates dialog, select a template. For example, User Guide—Legal.
3) Click Create to create a document based upon the selected template.
NOTE: Optionally, click Show Sample to preview the document in a new document tab. This option
closes the Standard Templates dialog. To return to the dialog once you’ve viewed the sample,
choose File > New > Document > Explore Standard Templates again.
4) Add content to the document.

Structured Templates
To create an structured document from a structured template:
1) Click Explore Structured Templates.
2) In the Structured Templates dialog, select a template. For example, Business—Memo.
3) Click Create to create a document based upon the selected template.
NOTE: Optionally, click Show Sample to preview the document in a new document tab. This option
closes the Structured Templates dialog. To return to the dialog once you’ve viewed the sample,
choose File > New > Document > Explore Structured Templates again.
4) Add content to the document.

Custom Templates
To choose a custom template:
1) Navigate to the document that you want to use as a template for the new document.
2) Click New.

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Right-To-Left Template
To create a Right-To-Left document from a Right-To-Left template:
1) Navigate to the Templates folder ($FMHOME\Templates).
2) Click on the RTLTemplate.fm file.
3) Click New.
4) Add content to the document.
NOTE: This creates a blank document with its direction set as right-to-left.

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Open a document
Know how you can open various files and documents in FrameMaker. Understand how to troubleshoot
unavailable fonts.
In addition to FrameMaker documents, you can also open text files, files in MIF (Maker Interchange
Format), files in MML (Maker Markup Language), and XML and SGML documents. If the required filter is
installed, you can also open files created in other applications, such as Microsoft® Word. Much of the
file’s formatting is retained when you open the file.
NOTE: To open files created using FrameMaker 7 or earlier, you must save them as MIF files.

Open a file
1) Choose File > Open.

Figure 1: File Open dialog


The Open and Save Document dialogs are based the native Windows File Open/Save dialogs, which
gives easy access to files on your system.
NOTE: If you want to use the old Open dialog, deactivate the setting Use Windows File Browsers in
the Edit > Preferences > Global > Interface dialog.
2) Locate the document. Click Open.
Opening a document usually updates graphics imported by reference, text insets, cross-references, and
system variables (if any exist). Recently opened files are listed at the bottom of the File menu.
Messages alerting you to possible issues with the file sometimes appear. You can click OK and resolve
the problems later.
NOTE: You can also drag-and-drop files from Windows Explorer to the document window, empty UI areas,
toolbars, menu bars, or panels to open the files.

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Open a text file
Text-only files do not contain graphics or formatting information. When you open a text-only file, you are
asked to confirm that it is a text file.
1) Choose File > Open, and open a .txt file. The Unknown File Type dialog box appears.
2) Select the Text option.
3) Click Convert.
4) Select one of the following options:
– To break the text into paragraphs only at blank lines, select Merge Lines Into Paragraphs. Use
this option for a paragraph-oriented text file, such as a file containing document text.
– To break the text into paragraphs at the end of each line, select Treat Each Line As A Para-
graph. Use this option for a line-oriented text file, such as a file containing computer code.
– To convert the text into a table, select the Convert Text To Table. Use this option if the
content of your source file is tabulated.
Select additional options in the Convert To Table dialog box, such as number of columns, cell
separators, and heading rows, to obtain the data in the appropriate tabular form.
5) Select the desired Encoding scheme. By default, the ANSI (Windows) encoding scheme is selected.
6) Click Read. The text appears in a document that is created from a special template. You can
customize the template so that documents created from text files are formatted differently.

Open a document in use


A lock file (*.lck) is created every time you open a document. This lock file prevents others from
changing the file while you work in it. A lock file is in the same folder as the original document and is
removed when you close the document. You can turn off file locking.
If you try to open a document that’s already open and if you have write permission to the document, a
dialog box displays the name of the document, who opened it last and when, and the computer on which
it is open. You sometimes see this dialog box after a system crash when you open a document you were
last using.
Open the file and do one of the following:
• If you want to look at the file but not change it, click Open For Viewing Only, and then click
Continue. The document appears in View Only format.
• If you want to edit a copy of the file, click Open Copy For Editing, and then click Continue. A copy
of the file is opened and when you save this file you are prompted to provide a new filename.
• If you want to edit the file and you know that no one else is using it, click Reset Lock And Open, and
then click Continue. Use this option after a system crash to edit a document that was open at the
time of the crash.

Open a document without updating references


A document opens more slowly if it contains many cross-references to other files, large imported
graphics, or many text insets. You can open a document faster by bypassing the update of imported
graphics, cross-references, and text insets. However, if you use this method to open documents, keep in

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mind that FrameMaker does not warn you about missing items or unresolved cross-references. For this
reason, it is best to occasionally open a document in the usual way.
1) Choose File > Open, and select the file you want to open.
2) Control-click Open.
After the file is open, FrameMaker imports and displays graphics as needed on a page-by-page basis. You
can manually update cross-references and text insets by using Edit > Update References. If the page
display is too slow, reopen the document in the usual way.
SGML, XML, MIF, and MML are all text formats, so they open as text in unstructured mode.
In the case of .xml or .mif files in structured FrameMaker, control-clicking the Open button opens
them as text files. You are prompted to specify the text reading options in the Reading Text File dialog
box. Opening these files as text lets you view or edit the markup.

Figure 2: Markup in an SGML file

Reopen a file after a system crash


If your system crashes, the file is saved automatically in the following situations:
• If you selected Automatic Save in the Preferences dialog box, autosave files (whose filename
contains .auto) are created at the specified interval. This file is deleted when you save and close
a file.
• If your system becomes unstable, FrameMaker tries to create a recover file (filename contains
.recover) with your most recent changes.
An automatically saved copy of the file contains recent changes to the file.
1) Open the file you were working on last.
2) Do one of the following:
– If a recover file exists, open it when prompted and check whether your latest changes are
there. If they are, save the recover file with the same name as the document you were origi-
nally working on and then delete the recover file.
– If no recover file exists, open the autosave file when prompted and save it with the same
name as the document you were originally working on. The autosave file contains all the
changes you made until the time of the last automatic save. The amount of work lost depends
on the time interval you set between saves and when your system crashed.

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Troubleshooting unavailable fonts
You sometimes get an alert message that indicates the document you are opening uses unavailable
fonts. Fonts can become unavailable for a few reasons:
• The document was edited on a different system using fonts that are not installed on your system.
• A font is removed or has become damaged.
• The default printer for your system has changed.
If the Remember Missing Font Names option in the Preferences dialog box is selected, FrameMaker
preserves the names of unavailable fonts. Selecting this option causes the original fonts to reappear
when you open the document on a computer that has the fonts installed, even if you save the document
with substitute fonts.
To fix the problem of missing fonts, consider the following options:

Check for damaged fonts


Determine whether the fonts that are unavailable in FrameMaker are installed on your system and
available in another application. If another application can use fonts that FrameMaker cannot use,
the fonts may be damaged. Reinstall them using the original media. For more information on trou-
bleshooting font problems, isolating damaged fonts or a damaged fonts folder, or reinstalling Post-
Script fonts, see the Adobe website.
Remap unavailable fonts
If you cannot install or reinstall the unavailable fonts, you may want to permanently remap the
unavailable fonts to available fonts, so that the alert message does not appear when you open the
document. You do this by deselecting the Remember Missing Font Names option in the Prefer-
ences dialog box before you open the file. However, be aware that doing this causes you to lose the
original font information referenced in the document.
Switch printers
FrameMaker reads font information stored in the printer driver so that it can make fonts stored at
the printer available for use within FrameMaker. In some cases, changing the default printer can
change one or more fonts available in FrameMaker.
Obtain and install the missing fonts
For example, if you and a co-worker are editing the same documents, and you would like to use the
same fonts as your co-worker, consider purchasing and installing copies of the fonts.

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Save a document or book
Know the various methods to save a document in FrameMaker. Understand filename extensions and
formats used in FrameMaker.
In this topic
• Introduction
• Save a book
• Save all open documents
• Return to the saved version of your document
• Back up and save automatically

Introduction
You can save a document using its current name and location, or save a copy of the document using a
different name or location. You can save a document in several formats, including Hypertext Markup
Language (HTML), Extensible Markup Language (XML), Rich Text Format (RTF), and Portable Document
Format (PDF).
When a document or a book has unsaved changes, an asterisk (*) appears in the Page Status area of the
status bar.

Figure 1:
To save a document, do one of the following:
• To save changes in the current file, choose File > Save.
• To save the file in a different folder or with a different filename, choose File > Save As.
If you choose File > Save As, or if the file has never been saved, specify the new filename and location. If
you want to save the file in a different format, choose the format from the drop-down list.
Click Save. If you select Text Only format, specify how to treat the text and tables in the document.

Save a book
1) Do one of the following:
– To overwrite the current version on the disk, choose File > Save Book.
– To save the file in a different folder or using a different name, choose File > Save Book As.
2) If you choose the File > Save Book As command, or if the file has never been saved, specify the new
filename and location.

Save all open documents


Hold down the shift key and choose File > Save All Open Files.

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Return to the saved version of your document
Choose File > Revert To Saved. Click OK.

Back up and save automatically


FrameMaker can back up and save your work automatically.
1) Choose Edit > Preferences.
2) In General preferences, do the following:
– To create a backup file every time you save, select Automatic Backup On Save. This option
creates a copy of the file before your latest changes are saved. If a backup file exists, the new
backup file overwrites it. The filenames of backup files contain .backup.
– To create an autosave file at regular intervals, select Auto Save Every and enter an interval (in
minutes) in the box. This causes a copy of the file to be saved periodically without your having
to choose File > Save. The filenames of autosave files contain .auto. When you save manu-
ally or revert to the last saved version with the Revert To Saved command, the autosave file
is deleted.
3) Click OK.
RELATED LINKS:
Save as PDF
Import properties from a template

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Navigation View
Learn how to use the Navigation View to get a quick glance of your document structure.
In this topic
• Introduction
• Use the Navigation View

Introduction
When you work in a long document, you can use the Navigation View panel to see the entire structure
of the document. The Navigation View uses a smart algorithm to understand the headings within your
document to display the structure of your document.

Use the Navigation View


To check your document's structure, launch the navigation view from the main menu View > Panels >
Navigation Viewor use the shortcut keys Escnv.

Figure 1: Navigation View panel and its context menu


The following functions are available in the Navigation View panel:
• Search for a heading by entering some keywords in the Search by Heading text box.
• Jump to a heading in the main content by clicking on the heading text.
• Jump to the top of the document by clicking the up-arrow bar.
The following functions area available from the context menu of the Navigation View panel:
• Expand All: Expand and show all child headings of the currently selected heading.
• Collapse All: Collapse and hide all child headings of the currently selected heading.

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• Select Heading and Content: Select the heading and content that is a part of the selected heading.
In case the selected heading has child headings, then all such content is also selected.
• Delete: Delete the currently selected heading and its content.

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File formats you can save in
Know about the file formats FrameMaker can save to and how to interchange FrameMaker documents
between versions.
In this topic
• Introduction
• FrameMaker file formats
• File formats for a DITA map
• Interchange documents with FrameMaker 8 and higher
• Interchange documents with FrameMaker 7.2 or prior
• Other file formats (Text only, SGML, HTML, XML, RTF)

Introduction
You can use the File > Save As command to save a FrameMaker document in the different file formats.
You can save as a FrameMaker file that can be opened in the previous version of FrameMaker, Save to
Maker Interchange Format (MIF) for older FrameMaker versions, or to Text-only, SGML, HTML, XML, and
RTF.

FrameMaker file formats

Book 2022 (*.book)


Saves the FrameMaker book as a book that you can open and edit in the latest release of
FrameMaker.
Book 2020 (*.book)
Saves the FrameMaker book as a book that you can open and edit in FrameMaker (2020 release).
Document 2022 (*.fm)
Saves the FrameMaker document as a document that you can open and edit in the latest release
of FrameMaker.
Document 2020 (*.fm)
Saves the FrameMaker document as a document that you can open and edit in FrameMaker (2020
release).
MIF 2022 (*.mif)
Creates a text file containing FrameMaker statements that describe all text and graphics. To avoid
overwriting your original document, save the MIF file under a different name. For example, add a
.mif extension to the name.
For information on MIF, see the MIF Reference guide.
View Only 2022
Saves the FrameMaker document or book as a view only document or book that you can open and
view in the latest release of FrameMaker.

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File formats for a DITA map

XML (*.xml, .ditamap)


Saves the map file as a .xml or a .ditamap file that you can edit in any XML editor.
Composite Document 2022 (*.fm)
Saves the map file and all contained topics as a single FrameMaker document. You can open and
edit this document in the latest release of FrameMaker.
Book 2022 with Fm Components (*.book)
Saves the map file as a .book file and all contained topics as FrameMaker (.fm) documents. You
can open and edit these documents in the latest release of FrameMaker. It also generates other
book components like the list of figures, tables, and an index.

Interchange documents with FrameMaker 8 and higher


To interchange FrameMaker files with older FrameMaker versions, save the book or document in the
current version’s Maker Interchange Format (MIF) format. Open this file in the older FrameMaker
version and save it in the native format of this version.
For information on MIF, see the online manual MIF Reference.

Interchange documents with FrameMaker 7.2 or prior


To interchange FrameMaker files with FrameMaker versions prior to version 7.2, save the book or docu-
ment in MIF 7.0 (*.mif) format. Open this file in FrameMaker 7.2 or prior and save it in the native
format of this version.
For information on MIF, see the online manual MIF Reference.
WARNING: MIF 7.0 file format does not support Unicode. All characters not supported in FrameMaker 7.2
or prior will appear as question marks (“?”) or get lost. Saving FrameMaker 8 or higher documents to MIF
7.0 is not recommended due to the missing Unicode support in FrameMaker versions prior to 7.2 release.

Other file formats (Text only, SGML, HTML, XML, RTF)

Text Only
Creates a plain text file without graphics or formatting information. To avoid overwriting your orig-
inal document, save the text file under a different name. For example, add a .txt extension to the
name.
SGML
Creates an SGML file with the content, elements, and attributes from your document.
HTML
Creates an HTML document that can be viewed on the World Wide Web. For information on
adjusting the mapping of paragraph and character styles to predefined HTML elements, see Set up
and adjust HTML mappings.

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NOTE: When you save a structured FrameMaker document as HTML, all attributes with the same name
are mapped to the same value, even if the attributes have different values for different elements. To use
different values for these attributes after exporting, use a text editor to edit the resulting file.
XML
Creates an XML document that can be used for data exchange and viewed on the World Wide Web.
For information on XML, see the https://www.w3.org/standards/xml/.
Microsoft RTF
Create files in Rich Text Format 1.9 (RTF), which is supported by many word processors and can be
read by other applications. Most formatting is preserved as formats are usually converted to
word-processing styles.
For information on RTF, see the Rich Text Format (RTF) Extensions Algorithm.

RELATED LINKS:
Save FrameMaker documents in text-only format
Save standard FrameMaker documents as XML
Save structured FrameMaker documents as SGML or XML
Set up and adjust HTML mappings

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Save FrameMaker documents in text-only format
Learn how to save a FrameMaker document as a text-only file, select the right encoding, and the limita-
tions of this format.
IMPORTANT: Only ordinary text—those in text frames and tables—is saved; graphics, text in graphic call-
outs, footnotes, and formatting information are not saved. Reformat line lengths and hyphenation as
needed before saving the file.
You can save a FrameMaker document as a text-only file. Saving a document in text-only format creates
a text file with the text encoding of your choice.
If some characters are not available in the text encoding that you choose, those characters are replaced
in the text file. For example, when you save a document in Text Only format using ANSI (Windows) or
ASCII encoding, spaces (including thin, en, em, and numeric spaces) are converted to regular spaces.
1) Choose File > Save As.
2) Specify the filename and location, and select Text Only format.
3) Click Save. The Save As Text dialog is displayed:

Figure 1: FrameMaker Save as Text dialog


4) Do one of the following:
– To break each line into a separate paragraph, click At The End Of Each Line. This option main-
tains a file’s original line breaks and blank lines. Use this option for a line-oriented file such as
computer code.
– To merge adjacent lines into paragraphs and insert a carriage return only at blank lines, click
Only Between Paragraphs. Use this option for paragraph-oriented files, such as files
containing document text.
5) If you want to save table text, select Include Text From Table Cells. Then do the following:
– Specify the order in which you want the table cells saved (Row by Row or Column by Column).
– Choose whether to separate cells with tabs (\t) or with carriage returns (\r) by choosing
items from the drop-down lists.

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6) If the text file will be used on a platform that uses a different text encoding, choose an appropriate
encoding from the Text Encoding drop-down list, and then click Save.
You can select between the following encodings:
– UTF-8
– ISO Latin-1 (Unix)
– ASCII
– ANSI (Windows)
– Macintosh
– Japanese (JIS)
– Japanese (Shift-JIS)
– Japanese (EUC)
– Traditional Chinese (Big5)
– Traditional Chinese (EUC-CNS)
– Simplified Chinese (GB)
– Simplified Chinese (HZ)
– Korean
– UTF-16 (Big Endian)
– UTF-16 (Little Endian)
– UTF-32 (Big Endian)
– UTF-32 (Big Endian)
RELATED LINKS:
File formats you can save in
Save standard FrameMaker documents as XML
Save structured FrameMaker documents as SGML or XML

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Save standard FrameMaker documents as XML
Learn how to save an standard FrameMaker document as XML.
You can export both structured and unstructured files to XML.
For structured documents (FrameMaker files with an embedded structure), the Structured Application is
used to save as XML.
For unstructured documents (FrameMaker files without an embedded structure), the mapping used to
specify what element to create for each paragraph, character, cross-reverence etc. in the source
FrameMaker file is defined on the reference page “XML” in the “XML Mapping Table.”
The export function creates an XML file and a corresponding cascading style sheet (CSS), which can be
used with the document.
1) Do one of the following:
– Choose File > Save As XML or press Esc+f+w+x.
– Choose File > Save As and choose XML from the Files save as drop-down list.
Give the filename an extension of .xml.
2) Specify the file location.
3) Click Save.
RELATED LINKS:
File formats you can save in
Save FrameMaker documents in text-only format
File formats you can save in
Save structured FrameMaker documents as SGML or XML

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Save structured FrameMaker documents as SGML or XML
Learn how to save a structured document in SGML or XML format in FrameMaker.
You can save any structured FrameMaker document as SGML or XML. The contents, elements, and attri-
butes from the document are preserved; however, formatting is not preserved. You can save to a
different structured document type than the original (such as SGML to XML), but you may encounter
errors due to differences in DTDs.
When you save Unicode content as an XML file, FrameMaker specifies the encoding automatically. By
default, FrameMaker uses the UTF-8 encoding format.
Before saving a document as SGML or XML, you should validate it and correct any errors in the elements
and attributes (see “Validating documents”). Otherwise, the markup may be invalid.
When saving structured XML documents, make sure valid XML element names start with a letter and
contain only alphanumeric characters, periods, or hyphens. Spaces, underscores, and other characters in
XML element names are invalid characters, and are either converted to hyphens (-) or generate errors.
Headings, tables, and reference pages are not used in XML export, and the default element names are
simply the style names.
Default encoding settings for exporting structured documents are ISO-8859-1 for SGML and UTF-8 for
XML. If the structured document is an imported SGML or XML file, FrameMaker uses the encoding
settings in the original file instead of the default settings.
1) Choose File > Save As.
2) Specify a filename and location. You may want to add the appropriate extension (such as .sgm or
.xml) to the filename.
3) Select SGML or XML from the drop-down list. Click Save. If the document has an application asso-
ciated with it, the document is saved.
4) If the Set Structured Application dialog box appears, select an application name from the Set Struc-
tured Application drop-down list. Click Continue. Then do one of the following:
– To associate an application with the document, select the name of an application.
– To use default mapping and no read/write rules, select <No Application>.
If FrameMaker finds any structure errors when you save a document, it lists error messages in a
view-only error log. If a message refers to an error in the FrameMaker document, the message is linked
to the document. For most errors, you can click the message to go to the location of the problem.
When you open the structured documents, import element definitions into them. You’ll probably need
to make a few corrections to their structure.
RELATED LINKS:
Import element definitions into structured books

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Add metadata to a document
Know how FrameMaker supports built-in Extensible Metadata Platform (XMP)
FrameMaker includes built-in support for Extensible Metadata Platform (XMP).
Metadata, or file information, is descriptive information that can be searched and processed by a
computer. Use it to provide information about the contents of a document, and to preserve information
about a document that will be opened in other Adobe applications. If you export the file to PDF, much of
this metadata will appear in Acrobat.
Metadata tags travel with the document and describe its content. By embedding them in your docu-
ments, you make the documents easier to track, manage, and retrieve.
NOTE: Metadata in a book file sometimes overrides metadata in a document file. If your document is part
of a book file, open the book file and select the document before you add metadata.
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) Choose File > File Info.
3) Enter the desired information in the box next to any or all categories.
4) For Marked, select Yes if the document is copyrighted, or No if the document is explicitly in the
public domain. Select Unknown if you’re not sure.
5) Click Set.
You can see the information of File Info dialog in the meta data of the PDF output when you publish as a
PDF. For example, enter the information in the given fields and you can see them in the metadata of the
PDF output.
Table 1: File Info mapped to Metadata

File Info in FrameMaker Mapped titles in the PDF Metadata

Author Author
Title Document Title
Subject Description
Keywords Keywords
Copyright Copyright Notice
Web Statement Copyright Info URL
Marked Copyright Status

To see the metadata of a PDF, open the PDF in Adobe Acrobat and do the following:
1) Choose File Properties.
2) See a summary of the metadata in the Description tab.
3) To see the full metadata, click Additional Metadata.

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FrameMaker file extensions
Know about the FrameMaker file extensions .fm, .mif, .book, .xml, .dita, .ditamap.
When you save a file for the first time in Windows, FrameMaker automatically adds these extensions:
• .fm for FrameMaker documents
• .mif for FrameMaker MIF (Maker Interchange Format) documents
• .book for FrameMaker book documents
• .xml/.dita for XML documents
• .ditamap for DITA map and bookmap files
With these extensions, the files are recognized as FrameMaker files by the Windows operating system.
If you don’t want these special extensions added to the filenames you assign, enclose the filenames in
double quotation marks. Windows doesn’t recognize a file without one of these extensions as a
FrameMaker file, but you can still open the file in FrameMaker.
If you assign an extension that’s registered by another application, such as .doc or .docx, the extension
is not replaced by the FrameMaker extension and you can still open the file in FrameMaker.

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DOCUMENT DIRECTION

Document direction
Get familiar with how Adobe FrameMaker allows you to author documents in both Left-To-Right (LTR) as
well as Right-to-Left (RTL) scripts such as Arabic, Hebrew, and Farsi.
In this topic
• Change the direction of the current document
• Inheritance design
• Caret location and movement

Introduction
FrameMaker allows you to author documents in both Left-To-Right (LTR) as well as Right-To-Left (RTL)
scripts such as Arabic, Hebrew, and Farsi. You can also choose to author multi-directional documents.
This means that you can author a document in a specific direction that includes parts authored in the
other direction. For example, you can author a document in a LTR script such as English that includes
paragraphs and tables authored in RTL scripts such as Arabic, Hebrew, and Farsi. Or you can author a
multiflow document that contains one flow (text frame) in an LTR language and another flow in an RTL
language.

Figure 1: Document containing text authored in LTR (English) and RTL (Arabic, Hebrew, and Farsi) scripts
Besides the text in a document, you can also change the orientation of the images in a document based
on the direction of the document (see Change direction of a document containing objects). You can add
multi-directional text lines to the images in your documents (see Add a text line to a graphic).
You can define a mini TOC in a FrameMaker document in which the direction either LTR or RTL. Use the
directional marks in your document (Insert > Directional Marks) to insert marks of type LRT/RTL embed-
ding, mark, or override.
You can also copy and paste such text to and from FrameMaker documents (see Import Microsoft Word
files).
NOTE: When you import or copy text of a specific direction into a FrameMaker document, you need to
ensure the text direction of the destination location (document, table, or paragraph) is set to the same
direction.

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DOCUMENT DIRECTION

FrameMaker provides out-of-the-box document direction support for both unstructured documents and
DITA topics. However, for structured documents based on other Structured Applications, the application
developer will need to define the dir property in the EDD. For details, see the Structured Application
Developer Reference Guide.

Change the direction of the current document


To change the direction of the current document do the following:
1) Choose Format > Document > Direction > Left-to-Right to switch the document direction to
Left-to-Right.
2) Choose Format > Document > Direction > Right-to-Left to switch the document direction to
Right-to-Left.
The position of the insertion point changes based on the direction of the document.

Inheritance design
The direction authoring support in FrameMaker is based on an inheritance design. By default, the objects
in a document inherit the direction of the document. For example, direction of the paragraphs or tables
inserted into a RTL document will be RTL. FrameMaker uses this inheritance design to allow you to author
multi-direction documents.

Caret location and movement


By default, the cursor in an RTL enabled document moves right to left as your type. FrameMaker now has
system of a strong (primary) caret and a weak (secondary) caret. The strong caret indicates where an
inserted character will be displayed when that character's direction is the same as the base direction of
the text. The weak caret shows where an inserted character will be displayed when the character's direc-
tion is the opposite to the base direction.
To change the movement behavior of the caret:
1) Choose Edit > Preferences.
2) In the Caret Movement group, select Logical to ensure that the key movement remains the same
as the logical order of inserted characters.
Select Visual to ensure that the cursor movement is in the direction of the keys. For example, the left
key moves the cursor in the left direction.
RELATED LINKS:
Global > General
Right-To-Left Template
Set flow direction
Change text direction in structured documents
Change the direction of text in a table
Paragraph Designer

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DOCUMENT DIRECTION

Change direction of a document containing objects

113
ASIAN LANGUAGE SUPPORT

Asian language support


FrameMaker provides advanced support for editing and publishing Asian languages. The Layout Engine
can be specified at the paragraph level by specifying the Asian paragraph composer.
Whenever you select a font that has double byte encoding or is a CJK language font in paragraph designer
(for Chinese, Japanese, Korean), you need to check the Use Asian Composer option in the Paragraph
Designer.
When a legacy document is opened, for all paragraphs containing double byte font or Rubi text this prop-
erty is switched on so that the Asian layout engine will be used for those paragraphs.
Since the two layout engines have different capabilities, scenarios may arise wherein neither engine can
handle the text correctly. For example, if a paragraph contains both Rubi and Arabic text, neither engine
can handle both of these correctly.
You can also choose to not show this alert and instruct FrameMaker to automatically switch to Asian
language support.
1) Choose Edit > Preferences to open the Preferences dialog.
2) Go to the Global > Alerts tab.
3) Activate the Automatically Switch to Asian Composer checkbox.

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PAGE LAYOUT AND TEMPLATES

Page layout and templates


Multiple components make up a FrameMaker template. These components include paragraph styles,
character styles, master page layouts, reference pages, and cross-reference formats.
Both unstructured and structured templates require careful planning and upfront design before you
create a template.

115
FORMATS

Formats
Learn about paragraph formatting in FrameMaker, create paragraph style.

116
Paragraph styles
Understand what paragraph styles are and how to create a paragraph styles in Adobe FrameMaker.
In this topic
• Introduction
• Paragraph Designer
• Paragraph Catalog
• Create a new paragraph style
• Update an existing paragraph style
• Update an existing paragraph style
• Add graphics to paragraph styles

Introduction
In Adobe FrameMaker, paragraph styles contain settings for how the text looks and the format applies
to the entire paragraph.
Paragraph styles are the basis of document formatting in unstructured FrameMaker documents though
they can also be the basis of document formatting in structured FrameMaker documents.

Paragraph Designer
The Paragraph Designer is used to create paragraph styles and manage the paragraph formatting.
Choose Format > Paragraphs > Paragraph Designer… or View > Panels > Paragraph Designer… or press
ctrl+m to open the Paragraph Designer.

Figure 1: Paragraph Designer

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Basic
Paragraph properties such as indentation, spacing, alignment, tab stops, line spacing, and next
paragraph style to use.
Font
Font properties such as font family, size, angle, weight, background color, and language. The
Language drop-down list allows you to select LTR languages such as, English, German, Thai and RTL
languages such as, Arabic, Hebrew, and Farsi.
Pagination
Pagination properties such as Keep With and format properties such as In Column, Across All
Columns.
Numbering
Use the available building blocks to define a numbering format.
Advanced
Properties such as automatic hyphenation and word spacing.
Asian
Apply Asian language settings such as Asian character spacing. Includes the Use Asian Composer
checkbox to choose the FrameMaker Layout Engine (see Asian language support).
Table Cell
Paragraph properties applied to a table cell.
Direction
Define the paragraph direction to Inherit (default), Left-to-Right, and Right-to-Left.

Paragraph Catalog
The Paragraph Catalog lists all the paragraph styles available for a document.
Choose Format > Paragraphs > Paragraph Catalog… or View > Panels > Paragraph Catalog… to open the
Paragraph Catalog.
To apply a paragraph style, select the text and select the style in the Paragraph Catalog.
You can enter parts of a style name in the search box to reduce the list of styles to those which names
contain

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Figure 2: Paragraph Catalog

Create a new paragraph style


To create a new paragraph style, do the following:
1) Choose Format > Paragraphs > Paragraph Designer… or View > Panels > Paragraph Designer… to
open the Paragraph Designer.
2) Click in a paragraph whose formatting is like the one you want to create. Be careful not to select
multiple paragraphs.
3) Open the Paragraph Designer and enter a name for the new format in the Style text box.
4) Click Create Style.
The new paragraph style is created and the style is added to the document's Paragraph Catalog.
NOTE: The Update Style button changes to Create Style. All new paragraph styles are automatically stored
in the Paragraph Catalog.

Update an existing paragraph style


To update an existing paragraph style, do the following:
1) Choose Format > Paragraphs > Paragraph Designer… or choose View > Panels > Paragraph
Designer… to open the Paragraph Designer.
2) Click in a paragraph with the style that you want to update.
3) In the Paragraph Designer modify any of the properties you want.
4) Click Update Style.

Define the style for the paragraph that follows


Well-designed templates often connect styles so that FrameMaker automatically applies a style to the
paragraph that follows the current one.

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To define the style for the paragraph that follows the current one, do the following:
1) Click in the paragraph.
2) Display the Basic properties of the Paragraph Designer, and select a style from the Next Paragraph
Style drop-down list. FrameMaker applies this style to the new paragraph when you press Return
to create a paragraph.
3) Click Apply.

Add graphics to paragraph styles


A paragraph style can include a line or other graphic that appears above or below a paragraph. Perhaps
all top-level headings in a document rest on a long thin line.
To add graphics to a paragraph style, do the following:
1) On the Reference page, draw or import the graphic in a reference frame, or locate one already
there that you want to use.
2) Click in the paragraph you want to change. To place a line above or below several adjacent para-
graphs, select all the paragraphs.
3) Display the Advanced properties of the Paragraph Designer, and select the name of a reference
frame from the Frame Above Pgf or from the Frame Below Pgf drop-down list. All reference frames
appear in the drop-down lists.
4) Click Apply.
TIP: Because the Frame Above Pgf and the Frame Below Pgf settings can’t place graphics to the right or
left of a paragraph, you can’t use these settings to place boxes around text. Box text by using a single-cell
table with outside ruling.

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Character styles
Understand what character styles are and how to create a character style in Adobe FrameMaker.
In this topic
• Introduction
• Character Designer
• Character Catalog
• Create a character style

Introduction
Character styles allow you to format one or more characters or words inside a paragraph.
By applying a character style, you can quickly format text without overriding the properties of the entire
paragraph.
Creating character styles helps to maintain format consistency as well as applying format changes glob-
ally.
Character styles also serve as building blocks for other FrameMaker features, such as cross-reference
formats or variables.

Character Designer
The Character Designer is used to create and manage character styles. All character styles are listed in
the Character Catalog.

Figure 1: Character Designer


The Character Designer allows you to create a new character style or update an existing character style.
A wide range of character formatting options are available to design character styles as per your needs.

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Character Catalog
The Character Catalog lists all the character styles available for a document. To apply a character style,
select the text and select the style in the Character Catalog.

Figure 2: Character Catalog

Create a character style


1) Click in a text range whose formatting is like the one you want to create. Be careful not to select
multiple paragraphs.
2) Open the Character Designer and enter a name for the new style in the Style text box.
NOTE: The Update Style button changes to Create Style. All new character styles are automatically
stored in the Character Catalog.
3) Change the properties you want to include in the new character style.
4) Click Create Style.

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Manage styles
Know how Adobe FrameMaker provides features to manage various paragraph, character, and table
styles.
In this topic
• Apply styles
• Update styles
• Update a paragraph style
• Update a character style
• Update specific style properties or a single property group
• Reformat all paragraphs with a new style
• Delete a paragraph style from the document style catalog
• Delete a character style from the document style catalog
• Rename a style
• Tips for creating new styles

Apply styles
Paragraph styles apply at a paragraph level, character styles at a character or word level, and table styles
apply to complete tables.
• Paragraph and table styles: Place the cursor inside the paragraph or the table, and select a style
from the catalog.
• Character styles: Select the text and click a style from the catalog.

Update styles
You can change style properties and then use them to redefine or update the stored styles and all the
text in the document tagged with them.
When you update a style, you can update all properties or just one group of properties. For example, you
can change the default font family for all styles in a document without changing any other properties.
• To update one paragraph style or all paragraph styles in the document with a property group from
a paragraph, click in that paragraph or select consecutive paragraphs.
• To update more than one paragraph style but not all paragraph styles, select consecutive para-
graphs that use the styles you want to update.
Importing paragraph or character font definitions is also possible through the File > Import > Formats
command.

Update a paragraph style


To update a paragraph style in Adobe FrameMaker, do the following:
1) Choose Format > Paragraphs > Paragraph Designer to open the Paragraph Designer.
2) To display the properties of the style, including any overrides, select the text to analyze.

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To display the properties of the style as defined for the style, choose the style from the Style
drop-down list again.
3) Change any properties, and then click Update Style. FrameMaker asks whether you want to
remove overrides.
TIP: If you change properties in the designer and then decide against updating the style, you can cancel
the operation and reset the properties by clicking in the text.

Update a character style


To update a character style in Adobe FrameMaker, do the following:
1) Choose Format > Paragraphs > Paragraph Designer to open the Paragraph Designer.
2) To display the properties of the style, including any overrides, select the text to analyze.
To display the properties of the style as defined for the style, choose the style from the Style
drop-down list again.
3) Change any properties, and then click Update Style. FrameMaker asks whether you want to
remove overrides.
TIP: If you change properties in the designer and then decide against updating the style, you can cancel
the operation and reset the properties by clicking in the text.

Update specific style properties or a single property group


To update a specific property of a paragraph or character style in Adobe FrameMaker, do the following:
1) To update a specific property of a paragraph style, choose Format > Paragraphs > Paragraph
Designer to open the Paragraph Designer.
To update a specific property of a character style, choose Format > Characters > Character Designer
to open the Character Designer.
2) If you are updating specific style properties, change only the property you want to update.
If you are updating a single property group of a style, select Set Window to As Is from the Com-
mands drop-down list of the Designer dialog to set all formatting definitions to As Is. Change the
properties as needed.
3) Choose Global Update Options from the Commands drop-down list.
4) If you are updating a paragraph style, choose if you want to update the style definition with all
properties of all property groups (All Properties) or only with the changes made in the current
property group (<Property Group Name> Properties Only).
The Global Update Options of the Character Designer does not have this option as the Character
Designer has only one property group.
5) In section Update Paragraph Styles / Update Character Styles:
– Select All Paragraphs And Catalog Entries or All Characters And Catalog Entries to apply the
selected style to all paragraphs/characters in the current document.
– Select All Matching Tags In Selection to apply the changed style definition to all paragraphs
or characters in the current document that have the same styles applied as the selected para-
graphs/characters.

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– Select All Tagged to change all paragraphs/characters in the current document from their
current style to a new style. See the section Reformat all paragraphs with a new style for more
details.
6) Click Update Style in the Designer dialog box.

Reformat all paragraphs with a new style


In Adobe FrameMaker, you can change the paragraph style of all paragraphs in the current document to
a new style. For example, you can change all paragraphs in the current document formatted with style
“Normal” to “Body.”
To apply a different style to all paragraphs in the current document, do the following:
1) Selected a paragraph with the new style that you want to apply to all paragraphs with the current
style.
2) Choose Format > Paragraphs > Paragraph Designer to open the Paragraph Designer.
3) Choose Global Update Options from the Commands drop-down list in the Paragraph Designer.
4) Select the target style from the All Tagged drop-down list.
5) Click Update.
6) Confirm the question “OK to change all <Current Style Name> tags to <New Style Name>?” with OK.
FrameMaker reformats all paragraphs in the current document formatted with <Current Style Name>
with <New Style Name>.

Delete a paragraph style from the document style catalog


NOTICE: Deleting a style from the document style catalog does not affect the content that has this style
applied. The content simply has a style applied that isn’t in the catalog.
To delete a paragraph style from the document style catalog, do the following:
1) Choose Format > Paragraphs > Paragraph Catalog. The Paragraph Catalog is displayed.
2) Click the Delete button. The Delete Formats from Catalog is displayed.
3) Select the paragraph style you want to delete.
4) Click Delete.
5) Click OK to close the dialog.

Delete a character style from the document style catalog


NOTICE: Deleting a style from the document style catalog does not affect the content that has this style
applied. The content simply has a style applied that isn’t in the catalog.
To delete a character style from the document style catalog, do the following:
1) Choose Format > Characters > Character Catalog. The Character Catalog is displayed.
2) Click the Delete button. The Delete Formats from Catalog is displayed.
3) Select the character style you want to delete.
4) Click Delete.
5) Click OK to close the dialog.

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Rename a style
To rename a paragraph or character style in an Adobe FrameMaker document, do the following:
1) To rename a paragraph style, choose Format > Paragraphs > Paragraph Catalog to open the Para-
graph Catalog.
To rename a character style, choose Format > Characters > Character Catalog to open the Charac-
ter Catalog.
2) Choose the style that you want to rename from the Style drop-down list.
3) Enter a new name in the drop-down list Style and click Rename.

Add styles missing in the style catalog


Deleting a style from the document style catalog does not affect the content that has this style applied.
The content simply has a style applied that isn’t in the catalog.
To add paragraph or character styles that are applied to paragraphs or characters but missing in the style
catalogs, do the following:
Choose File > Utilities > Create And Apply Formats, and then click Continue. FrameMaker adds any para-
graph or character style used in the document back to the catalog.
NOTE: FrameMaker also creates new styles and adds them to the style catalog for any paragraph or char-
acter style override. E.g., if you have multiple paragraphs with the style “Body”, and each of them has
formatting overrides, FrameMaker creates new styles like “Body1”, “Body2”, “Body3” for each override.
FrameMaker also applies the new styles to these paragraphs and adds the new styles to the document
style catalog.

Tips for creating new styles


If you’re designing a new template or if the template you’re using is incomplete, you may have to create
new styles. The easiest way to create a style is to modify the properties of an existing style.
When you’re creating new styles, consider these suggestions:
• Use consistent naming conventions for similar kinds of paragraphs or text items within a paragraph,
such as “Head1” and “Head2”.
• To apply styles by using the keyboard, name the styles so that often-used ones are unique or alpha-
betically first in their letter group, such as “H1-Head2” or “H2-Head2”.
• Give each style a semantic name that’s easy to remember, recognize, and type. If you assign a style
based on its use and not its appearance, you can later change the style properties without having
to change the style name. For example, if you want to create a character style to mark up a term in
bold, you could name the character style “term” rather than “bold”. You can define the font-weight
“Bold” for this character style. If you later want to format all terms as italic instead of bold, you only
need to change the font-weight and font-angle definitions of the character style “term”. This
naming convention avoids the need to rename and redefine the style while at the same time
keeping its semantic meaning.
• Be aware of capitalization. Style names are case sensitive. Also, you sometimes want related styles
to appear together in the catalog, with names such as “Body” and “Body-Indent”.

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• When creating styles for structured templates, maintaining the template often becomes more
comfortable, if you give a style the name of the element that is use this style. E.g., if you have an
element like <shortdesc>, you could name the paragraph style shortdesc as well.

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Style catalogs
Understand the Style catalogs in Adobe FrameMaker.
In this topic
• Introduction
• Configure which styles are shown in a Style Catalog
• Delete styles

Introduction
Adobe FrameMaker offers enhanced features to manage and apply paragraph, character, and table
styles. This is possible with the respective catalogs. By default, a catalog shows all styles in the current
document. You can set which styles you want to see in the catalog. Catalogs also help in applying and
managing styles.
FrameMaker marks the used style in a catalog. The unused styles are unmarked. This usage information
is not updated as soon as you apply the styles in the document. Clicking Refresh Catalog in the catalog,
updates the usage information. The latest usage information is also updated when opening a document.

Configure which styles are shown in a Style Catalog


To configure the styles that are visible in a Style catalog and change their order, do the following:
1) Open a (paragraph, character, or table) catalog and click Options. The Set Available Formats dialog
is displayed.
2) Select one of the following:
– Select Show All, to see all available styles.
– Select Show used before unused, to see used styles before unused styles in the catalog.
– Select Show only used formats, to hide unused styles in the catalog, but retain them in the
document.
– Select Show only unused formats, to hide used styles in the catalog, but retain them in the
document.
– Select Delete all unused formats, to delete all unused styles from the current document,
without warning or confirmation.
– Select Customized List, and click Edit to customize which formats the Catalog shows and in
which order.
3) Styles being used in the current document are marked in the catalog. While editing the document,
the usage status might not get updated automatically. To refresh the list click Refresh Catalog.
NOTE: The display options you set are workspace properties and are applicable to FrameMaker docu-
ments opened on your machine.

Delete styles
To delete styles from a document catalog, do the following:
• Open the catalog if not already open.

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– Choose View > Panels > Paragraph Catalog to open the Paragraph Catalog.
– Choose View > Panels > Character Catalog to open the Character Catalog.
– Choose View > Panels > Table Catalog to open the Table Catalog.
• Click Delete.
• In the Delete Formats from Catalog window, select a format and delete it.
• Click OK to delete the styles from the document or close the window to undo the operation.

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Fonts
Get familiar with fonts in FrameMaker, change bars, language and pair kern, Japanese and western fonts.
In this topic
• Replace fonts using the Fonts panel
• Manual font changes
• Font changes using the designers
• Adjust superscripted, subscripted, and small cap text
• Adjust superscripted, subscripted, and small cap text
• Condense and expand characters
• Create or change combined fonts of Japanese and Western characters

Replace fonts using the Fonts panel


You can use the Fonts panel to identify all the fonts used in an open document or all open documents.
The panel list area lists all the fonts used in a document. You can replace any font used in a document
using the fonts panel including missing fonts. The missing fonts are indicated by a red cross sign.

Figure 1: The Fonts panel lists all the fonts used in a document.
A. Display only missing fonts or all fonts used in a document. B. Replace font to display the Replace Fonts
panel. C. Select all open documents or currently open document. D. Refresh the list of fonts displayed in
the panel list area. E. Missing fonts indicated by a red cross sign.
To replace a missing font:
1) Select a font from the list and click the Replace icon.
2) From the Replace Font panel, select the new font from the Replace With list box and click Apply.

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Figure 2: Replace fonts panel lists all the paragraphs in a document that use a selected font.
A. Name of the selected font. B. Replace With list box lists all the fonts installed on your system. C.
Locations list displays all the paragraphs in the document that use the selected font. D. Double-click-
ing any item in the list takes you to the location in the document that uses the selected font.

Manual font changes


Format changes you make using the Format menu commands take effect immediately.
When changing font properties, keep in mind the following:
• To remove other formatting properties, Choose Format > Style > Plain.
• If you change the font properties of selected text, those properties are retained when you later
update the properties of the entire paragraph.
• You can change the font properties of text created with the Text Line tool as well as paragraph text.
• If a font has more than one weight (for example, Helvetica® Condensed Bold and Helvetica
Condensed Black—) the Format > Style submenu lists only Bold. To choose other weights, use the
Font properties of the Paragraph Designer or use the Character Designer instead.

Font changes using the designers


To change the default font properties of an entire paragraph, use the Paragraph Designer. The font fami-
lies and styles available depend on which fonts are installed. To change specific text within a paragraph,
select the text and use the Character Designer.
You’ve probably seen many of the settings in other word processors, but a few can be new to you.

Numeric Underlining
To use a single offset and thickness for an underline regardless of the character’s font or size,
choose Numeric Underlining. Regular and numeric underlining does not affect tab characters. If you
want the tab space to be underlined, format that tab stop so that it uses a nonbreaking space as a
leader.

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Figure 3: Numeric and regular underlining
Change Bar
To display a change bar next to text, select Change Bar.
Color
To display the text in a different color, choose a color from the Color drop-down list. If you define
your own colors, they appear in the drop-down list.
Spread
To add or subtract space between characters, enter a percentage for Spread. Spread—also called
tracking—is expressed as a percentage of an em space. Normal spread is 0%.

Figure 4: -10% spread (top), 0% spread (center), 10% spread (bottom)


Stretch
To set the width of the character shapes, enter a percentage for Stretch.
Capitalization
To display all characters in uppercase, but use slightly smaller capital letters for text that was in
lowercase, select Small Caps.
Using a designer to apply a capitalization style to text changes only the appearance of the text (for
example, makes lowercase text appear in uppercase letters). To permanently change the text itself,
use the Capitalization dialog box to replace selected text with text that is all uppercase, all lower-
case, or initial caps.
NOTE: You can invoke the Capitalization dialog by using the keyboard shortcuts Esc,e, Shift+c.

Language
To change the language associated with the text, choose from the Language drop-down list. The
language you select affects the text in system variables as well as both spell-checking and hyphen-
ation. Also, changing the language to None prevents the selected text from being spell-checked.
Pair Kern
To adjust the space between two characters in the same word, select Pair Kern. The kerning pairs
that have been defined depend on the font.

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Figure 5: Kerning pairs turned on and off
Tsume
To move a Japanese character closer to the characters next to it, select Tsume. The amount of space
a variable-width character, such as a parenthesis, can move is determined by the metrics for that
character.

Adjust superscripted, subscripted, and small cap text


Adjustments to the properties of subscript, superscript (including footnote references), and small cap
text apply to all such text in the document.
1) In the Text Options dialog box, specify a size, offset, and stretch percentage.
When calculating the size and offset, FrameMaker multiplies the percentage you enter by the point
size of the affected characters. For example, a 40% superscript offset value raises a 10-point char-
acter 4 points.
The stretch percentage is the amount that characters are condensed or expanded.
2) Click Apply.

Condense and expand characters


You can achieve some effects by stretching characters.

Figure 6: Text condensed (top), normal (mid) and stretched 75% (bottom)
1) Depending on whether you are changing the entire paragraph or specific text in the paragraph,
choose one of the following:
– Font from the Properties drop-down list in the Paragraph Designer.
– Character Designer.
2) Enter a percentage in the Stretch box. A value of 100% means that the width of characters is as
defined for the font. A value less than 100% condenses the width; a value greater than 100%
expands the width.
3) Click Apply.
TIP: In Japanese documents, use a stretch value greater than 100 to simulate heitai (horizontally
stretched characters). Use a stretch value less than 100 and increase the point size of text to simu-
late chotai (vertically stretched characters).

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You can also change the width of a text line by dragging to stretch the text.
1) Select the text line you want to change, and then drag one of its handles until the text is stretched
to the shape you want. Dragging a corner handle changes the point size as well as the character
width. You can also select a grouped object that includes a text line.

Create or change combined fonts of Japanese and Western characters


In addition to containing the full Japanese syllabaria, Japanese fonts include a set of Western characters
to facilitate entering non-Japanese characters and numbers. You can define your own combined font—a
font that uses a specified Western font with a specified Japanese font.
If you’re working on a system that supports Japanese text and if combined fonts are included as part of
a template, they are available to you automatically. (The specified fonts must be installed.) If your system
supports the typing of Japanese text in documents and dialog boxes, combined fonts appear at the top
of the font lists along with regular Western and Japanese ones.
FrameMaker supports Japanese single-byte, half-width katakana characters in combined fonts. Changes
to the combined fonts apply to the entire document.
1) In the Combined Fonts dialog box, do one of the following:
– To create a new combined font, enter a name in the Combined Font Name box.
– To change a combined font, select its name from the Combined Fonts list.
2) Do the following:
– To specify the Japanese font, choose from the drop-down list of font families in the Asian Text
area.
– To specify the Western font, choose from the drop-down list of font families in the Western
Text area.
– To adjust the relative size and baseline offset of the Western text, enter values for Size and
Offset. The size and offset of the Western text are percentages of the Asian point size. Use a
negative offset to move the text below the baseline.
3) Click Add or Change.
4) Click Done.
NOTE: You can turn off the Allow Bolded And Obliqued Styles setting in the Asian Text area of the Edit
Combined Fonts dialog box so that bolding or italicizing the Western font does not automatically enbold
or italicize the Asian text.
1) To copy a set of combined fonts, choose File > Import > Formats and select Combined Fonts.

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Background color
Learn how to highlight sections of an Adobe FrameMaker document by setting the background color for
text or entire paragraph.
In this topic
• Introduction
• Set the background color of text within a paragraph
• Set the background color for an entire paragraph
• Set the background color of a paragraph box

Introduction
You can highlight sections of a document by setting the background color of the parts of the document
in the following scenarios:
• Set background color of a specific part of text within a paragraph.

Figure 1: Text background color


• Set the background color of the entire text of a paragraph.

Figure 2: Paragraph background color


• Set the background color of the paragraph box that encloses the paragraph.

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Figure 3: Paragraph box color

Set the background color of text within a paragraph


To set the background color for some of the text in a paragraph, do the following:
1) Select the text in a paragraph.
2) Open the Character Designer.
3) In the Background color drop-down list, choose a color and click Apply.
The background color is set for only the selected text in the paragraph.

Set the background color for an entire paragraph


To set the background color for an entire paragraph, do the following:
1) Place the cursor anywhere within the paragraph.
2) Open the Paragraph Designer and go to the Font tab.
3) In the Background color drop-down list, choose a color and click Apply.
The background color is set for all the text in the paragraph.

Set the background color of a paragraph box


To set the background color of a paragraph box, do the following:
1) Place the cursor anywhere within the paragraph.
2) Open the Paragraph Designer and go to the Advanced tab.
3) In the Pgf Box drop-down list, choose a color and click Apply.
The background color is set for the entire box that surrounds a paragraph.
When you set the background color of the text in paragraph, the color spans the text of the paragraph.
However, in the case of a paragraph box, the text spans the entire real estate of the paragraph from the
left margin to the right margin.

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Indentation, alignment, and spacing
Learn about indentation, alignment, and spacing in Adobe FrameMaker. Understand tab stops, and
placement in Japanese documents.

Change paragraph alignment


The alignment property of a paragraph determines how the paragraph is positioned between the left and
right indents, not between the edges of the text column.
Do one of the following:
• To use the ruler, drag the indent symbol to a new location on the ruler.

Figure 1: A. First indent B. Left indent C.Right indent


• To use an indent value, display the Basic properties of the Paragraph Designer. Enter the indents
you want in the First, Left, and Right boxes, and then click Apply.
• Choose an alignment from the Alignment drop-down list on the formatting bar or in the Basic prop-
erties of the Paragraph Designer.
TIP: To align an indent with a ruler marking, turn on the snap grid (use Graphics > Arrange > Snap). When
you drag an indent symbol, it snaps to locations corresponding to the snap grid.

Apply the last line right indent


You can use the last line right indent feature to separate and clearly show some text in the last line of a
paragraph. For example, the page numbers for a long heading in a table of contents or the prices for a
long item in a price list.
Perform the following steps to apply the last line right indent:
1) Select the paragraph (For example, a long heading in a TOC or item name in a list) where you want
the last line to appear distinctly on the right.
2) Choose Format > Paragraphs> Paragraph Designer.

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3) Set the Right indent.
NOTE: The right indent value needs to be higher than the last line right indent to keep the last line
hanging.
4) Set the Last Line Right indent. If you want the last line to indent to the extreme right, set it to 0.0".
For example, if you set the right indent to 1.0" and the last line to 0.0" then all lines of the selected
heading have the right indent at 1.0" while the last line hangs till the end as it's set to 0.0".
In the given screenshot, a TOC is displayed wherein you set the value of the right indent to 1.0 " and the
value of the last line to indent 0.0". So, the text in entries 1.2.1 appears to 1.0" from the right while page
number 12 clearly appears in the end which is 0.0".

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Using this feature, you can also create a price list and clearly show the prices or the items with longer
names.

NOTE: The PDF output is the same as the WYSIWYG view. This feature will have no change in your respon-
sive HTML5 output.

Change tab stops

In this topic
• Introduction
• Change tabs in formatting bar
• Change tabs in Paragraph Designer
• Define a leader or decimal tab character

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Introduction
If you press Tab and the insertion point doesn’t move, a tab stop hasn’t been defined.
You can choose from four types of tab stops—left, center, right, and decimal.

A. Left tab stop B. Center tab stop C. Right tab stop D. Decimal tab stop
You can also specify a pattern of characters—a leader—to fill the space between a tab and the character
following it. Typically, a leader is a series of periods. Tab leaders are useful in tables of contents that have
a wide gap between columns.

Change tabs in formatting bar


1) Choose View > Toolbars > Paragraph Formatting toolbar. Only the tab stops common to all the
selected paragraphs appear on the top ruler.
2) Do one of the following:
– To add a tab stop, click a tab stop symbol from Paragraph Formatting toolbar and click the
desired position below the top ruler.
– To move a tab stop, drag it to a new position.
TIP: To align tab stops with ruler markings, turn on the snap grid (Graphics > Arrange > Snap). When
you drag a tab symbol, it snaps to locations corresponding to the snap grid.
– To add multiple tab stops at regular intervals, on the top ruler, double-click the existing tab
stop that you want to duplicate. The Edit Tab Stop dialog appears.

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Figure 2: Edit Tab Stop dialog
Enter the interval between tabs in the Repeat Every box and click Edit.
– To change a tab stop, double-click it, enter a new tab position in the New Position box, and
choose a different alignment. The position is the distance from the left edge of the column to
the tab stop. Then click Edit. You can also drag a new tab stop on top of an existing one on the
ruler to replace it.
– To delete a tab stop, drag it off the bottom of the top ruler.
– To delete all tab stops, double-click a tab stop and click Delete All.

Change tabs in Paragraph Designer


1) Display the Basic properties of the Paragraph Designer.
2) In the Tab Stops area, create, edit, or delete, choosing the appropriate settings.
3) Click Apply.

Define a leader or decimal tab character


1) Double-click the tab stop on the ruler. The Edit Tab Stop dialog appears.

Figure 3: Edit Tab Stop dialog


2) Do one of the following:
– In the Leader area of the dialog box, click one of the predefined tab leaders or enter your own
custom leader, and then click Edit.
– To specify a decimal character—for example, a comma when you’re working with European
decimals—enter the decimal character in the Align On box in the Alignment area and click
Edit.

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Change paragraph and character spacing

In this topic
• Introduction
• Adjust vertical spacing
• Adjust horizontal spacing

Introduction
Vertical spacing is the space between paragraphs and lines. Horizontal spacing is the space between
words and characters. Spacing properties go by different names in different contexts. The space between
characters is often called pair kerning; adjusting the letter spacing in a line is spread or tracking; the line
spacing of a paragraph—measured from the baseline of one line to the baseline of the next—includes its
leading.

Adjust vertical spacing


When adjusting vertical spacing, keep in mind the following:
• If a paragraph falls at the top of a column, FrameMaker ignores the Space Above setting.
If the paragraph falls at the bottom of a column, FrameMaker ignores the Space Below setting.
• When an anchored frame is positioned below the current line and its anchor symbol appears in the
last line of a paragraph, the space below the paragraph usually appears between the frame and the
next paragraph. If the frame is anchored in a straddle paragraph, the space below is discarded.
If the frame is a straddle frame but is not anchored in a straddle paragraph, the space below ap-
pears between the anchor symbol and the frame.
• In a multicolumn layout, you can also adjust vertical spacing in columns by vertically justifying, or
feathering, the text in them.
Several properties affect the vertical spacing of a paragraph: the space above the paragraph, the space
below the paragraph, and the line spacing.
1) Display the Basic properties of the Paragraph Designer and do one of the following:
– Specify values for Space Above and Space Below. The space between paragraphs is deter-
mined by the Space Below setting of the first paragraph or the Space Above setting of the
second paragraph, whichever is larger.
– Choose a type of line spacing from the Line Spacing drop-down list, or enter a value in the box.
2) To allow extra space between lines to accommodate superscripts, subscripts, rubi text, and larger
font sizes that appear in the paragraph, turn off Fixed.
3) Click Apply.

Adjust horizontal spacing


As FrameMaker fills a line of text, it adjusts the space between characters according to kerning and
tracking properties. The spacing between words is based on the following values, which are stored as
part of the paragraph style:

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• The minimum spacing is the smallest space allowed between words.
• The maximum spacing is the largest space allowed between words before FrameMaker tries to
hyphenate words or add space between letters in justified paragraphs.
• The optimum spacing is what FrameMaker tries to achieve.
These values are expressed as a percentage of the standard space character for the default font of a para-
graph. Values below 100% create tighter word spacing with a more justified look; values above 100%
create looser spacing, with a more ragged right edge.
1) To adjust the space between words, click a paragraph or select several paragraphs whose spacing
you want to change.
2) Display the Advanced properties of the Paragraph Designer and specify the minimum, optimum,
and maximum space to allow between words.
3) Click Apply.
NOTE: Lines of text in a justified paragraph can have more than the maximum space between words
if FrameMaker can’t fit a word on a line and can’t hyphenate it. To avoid this, add extra space
between characters in justified text by choosing Allow Automatic Letter Spacing in the Word
Spacing area.
4) To apply pair kerning or spread, in the Character Designer, select Pair Kern or define a value in the
Spread field.

Adjust spacing in Japanese documents

In this topic
• Introduction
• Adjust the space around characters and punctuation
• Adjust rubi text size, placement, and spacing

Introduction
If your system supports the typing of Japanese text in documents and dialog boxes, you can adjust the
following spacing properties:
• Special group of properties in the Paragraph Designer that controls some aspects of Japanese char-
acter spacing.
• Size, spacing, and alignment of rubi text throughout a document.
• Spacing of variable-width Japanese characters through selection of the Tsume font property.

Adjust the space around characters and punctuation


To adjust the space around characters and puntuation for characters in Japanese content, open the Para-
graph Designer and display the tab Asian properties. Do the following:
• To adjust the space between Japanese characters and Western ones, use the upper group of boxes;
to adjust the space between Japanese characters, use the lower group of boxes. Enter minimum,
maximum, and optimum percentages.

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• To determine the space between characters and special punctuation characters (yakumono),
choose from the Punctuation drop-down list.
Squeeze As Necessary means that space around punctuation is reduced only when special punctu-
ation handling (kinsoku shori) occurs.
Never Squeeze means that no space adjustment is made around punctuation.
Always Squeeze means that space is always reduced around punctuation.
• To achieve a monospaced look in Japanese text, select Never Squeeze from the Punctuation
drop-down list and turn off Tsume.

Adjust rubi text size, placement, and spacing


Rubi text is made up of small characters (usually kana) appearing above other text, called oyamoji. Your
settings affect rubi text throughout a document.
1) In the Format > Document > Rubi Properties dialog box, choose a value from the Size drop-down
list or enter a value in the box. The value you enter can be a percentage of the point size of the
underlying oyamoji, a point size, or any other unit of measurement, including Q units.
2) Do the following:
– To let rubi text overhang non-oyamoji text, select Let Rubi Overhang Surrounding Hiragana.
– To remove preceding or trailing space when rubi text appears at the start or end of a line, click
Align All Characters At Line Boundaries.
3) Click an option in the Rubi Alignment For Japanese Oyamoji or the Rubi Alignment For Other
Oyamoji area. The illustrations in the dialog box show how rubi text is spaced and aligned when it’s
above Japanese or non-Japanese characters and when its length is less than or greater than the
underlying text.
4) Click Set.

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Lists and autonumbering
Learn how to create lists, mark auto numbering, use symbols in Adobe FrameMaker. Understand book
component numbering, Japanese numbering options, RTL numbering options.

You create numbered and bulleted lists by using paragraph styles that have an autonumber format
defined. As you add autonumbered paragraphs to your document, FrameMaker numbers them appro-
priately and renumbers existing autonumbered paragraphs if necessary.
Autonumbered paragraphs are numbered consecutively in a text flow. If your document contains several
text flows, autonumbered paragraphs in each flow are independent of the others.
You define autonumbering in the Numbering properties of the Paragraph Designer. An autonumber
format does not have to specify paragraph numbering. When used without building blocks, it is handy
for inserting automatic text or symbols. An autonumber format can include a series label, a counter, tabs,
and any additional text you need.

Series label
Series labels identify different types of autonumber series within the same text flow. For example,
to number figures independently of tables or headings, you specify a different series for each
formatting item ((headings, figures, and tables).
On the other hand, table and figure numbers must all be in the same series to be based on section
numbers.
Counter
A counter is a placeholder (building block) that FrameMaker replaces with a number or letter in the
autonumber. For example, the counter <n+> increments the paragraph’s number by 1; if the para-
graph is the second in a series, FrameMaker replaces <n+> with the number 2. You can use multiple
counters in a format.
You can also add chapter <$chapnum> and volume <$volnum> building blocks in a format.
Tabs, text, and punctuation
An autonumber format can also include tabs, text, bullets, spaces, or punctuation.

Format text as numbered lists


Creating a numbered list sometimes involves formatting the first item in the list with a paragraph style
that resets the counter to 1, and then formatting the remaining items with a different style that incre-
ments the counter. For example, perhaps you apply a Step1 format to the first item in a list and then

145
StepNext to the rest. The template also sometimes defines formats that let you apply a single format to
all items in a numbered list.
1) Display the Numbering properties of the Paragraph Designer and enter a series label in the Format
box if you need more than one autonumber series in the document.
A series label consists of any single printable character followed by a colon (for example, S:). If you
use a series label, it must appear at the beginning of the style name.
2) Enter any text you want to have appear automatically with the autonumber format. You can enter
tabs or counters from the Building Blocks scroll list. When you select an item, it appears at the
insertion point in the autonumber Format box.
3) Select a Character Style for the autonumber in the Character Style pop-up. If you don’t specify a
format, the autonumber appears in the paragraph’s default font.
4) Choose a position for the autonumber from the Position drop-down list. Autonumbers at the end
of paragraphs are rare except in equation formats.
5) Click Apply.
6) If you inserted a tab (\t) in step 2, set a corresponding tab stop for the paragraph style in the Basic
tap of the Paragraph Designer.

Format text as bulleted lists


In addition to the regular bullet symbol found in all text fonts, you can use any character in any installed
font, including a dingbat font such as Zapf Dingbats®.
1) Click in a single paragraph or select adjacent paragraphs that you want to make into a bulleted list.
2) Display the Numbering properties of the Paragraph Designer and click the bullet and tab symbols
(\b and \t) in the Building Blocks scroll list.
3) Click Apply.
4) If you inserted a tab (\t) in step 2, set a corresponding tab stop for the paragraph style.

Specify a special bullet symbol


Before specifying a special bullet symbol, create a character style that uses the font of the bullet symbol
you want to use. For example, to use 9-point Zapf Dingbats, create a character style using that font. Give
the format a descriptive name such as BulletFont.
1) Display the Numbering properties of the Paragraph Designer and enter the character corre-
sponding to the bullet symbol you want in the Autonumber Format box.
For example, if you want a Zapf Dingbats square bullet, enter a lowercase n, which appears as ? in
that font. To find the character that corresponds to the bullet symbol you want, see the character
set for that font.
2) Click the tab symbol (\t) in the Building Blocks scroll list or enter spaces.
NOTE: You sometimes must use special codes to enter characters such as nonbreaking spaces or em
spaces.
3) In the Character Style drop-down, click the bullet character style that you created.
4) Click Apply.

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Remove autonumbering or a bullet from a paragraph
1) Turn off Autonumber Format in the Numbering properties of the Paragraph Designer. Click the
option twice to turn off the setting; clicking it only once changes it to As Is.
2) Click Apply.

Counters in autonumber formats


A counter consists of angle brackets (< >) that surround a display style and an increment value. The
Custom Autonumbering feature supports the Unicode text encoding standard.

A. Display style B. Increment value


To indicate the display style, use a counter with one of the following letters.

For this numbering style Use

Numeric (1, 2, 3, …) n
Lowercase Roman (i, ii, iii, iv, …) r
Uppercase Roman (I, II, III, IV, …) R
Lowercase alphabetic (a, b, c, …, aa) a
Uppercase alphabetic (A, B, C, …, AA) A

To indicate how an autonumber is incremented, use a counter with an increment value, as shown in the
following examples.

To Use

Keep the value the same <n>


Set the value to 1 or to any other number you enter after the equal sign <n=1>
Increase the value of the counter by 1 <n+>
Keep the value the same but not display it < >
Reset to zero (or any other number) but not display it < =0>

By default, each counter is initially set to zero. The counter can maintain its current value, be incre-
mented by 1, or be reset to a different value. For example, use <n=1> in the format that resets numbering
to 1 at the beginning of a new set of numbered steps.
To keep the value the same but not display it, place a blank space between the angle brackets. If you
leave out the blank space, the angle brackets appear as part of the autonumber format.

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Base autonumbering on book component numbers
You can insert <$volnum>, <$chapnum>, <$sectionnum>, or <$subsectionnum> building blocks in para-
graph styles. The book component numbers are determined by the settings in the Numbering Properties
dialog box.

Example Autonumber format

Volume 3 Volume <$volnum>


Chapter 3 Chapter <$chapnum>

The following table illustrates how you can combine the chapter building block with other building
blocks:

Example Autonumber format

Section 1.1 S:Section <$chapnum>.<n+><=0>


Section 1.1.1 S:Section <$chapnum>.<n>.<n+>
Figure 1-1 F:Figure <$chapnum>-<n+>
Table 1-1 T:Table <$chapnum>-<n+>

Base autonumbering on section numbers


Table and figure numbers must all be in the same series for autonumbering in sections, as shown in the
following table:

Section number Figure number Table number

Section 1 Figure 1-1 Table 1-1


1.1 Figure 1-2 Table 1-2
1.2
Section 2 Figure 2-1 Table 2-1
2.1 Figure 2-2 Table 2-2
2.2

To achieve this type of numbering, construct autonumber formats in a single series using the same series
label for each format. The following table shows possible autonumber formats. The formats are
presented in a table so that you can clearly see the position of each counter in the string. Counter posi-
tion determines how the counter is incremented.

Autonumber
Paragraph style format

SectionTitle H:Section <$chapnum> < =0> < =0> < =0>


Head1 H: <$chapnum> .<n+> < > < >
FigureTitle H:Figure <$chapnum> < > -<n+> < >

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Autonumber
Paragraph style format

TableTitle H:Table <$chapnum> < > < > -<n+>

Whenever a paragraph with the style SectionTitle occurs, the section number is incremented by 1, and
the remaining counter values are reset to zero. Each <n+> counter in the remaining formats refer to a
different type of item, so they’re incremented independently.
The < > counters keep FrameMaker from resetting values back to zero.

Use multiple counters in an autonumber format


An autonumber format can contain more than one counter. For example, perhaps autonumbers for a
series of section and subsection titles each contain two counters.

These counters In this format Would appear as

<$chapnum>.<n=0> Head1 1.0


<$chapnum>.<n+> Head2 1.1
<$chapnum>.<n+> Head2 1.2
<$chapnum>.<n=0> Head1 2.0

The counters in each format are independent of each other. The position of a counter in the string deter-
mines how it’s displayed and incremented. When incrementing a counter, FrameMaker bases its value
on the corresponding counter in the previous autonumber paragraph in the same flow.
The following example shows multiple counters in section titles and subtitles. The counter before the
period is incremented independently from the counter after the period.

Example Autonumber format Tag


1.0 Getting started <n+>.<n=0>\t Head1
1.1 Installing <n>.<n+>\t Head2
1.2 Backing up <n>.<n+>\t Head2
1.2.1 Errors <n>.<n>.<n+>\t Head3
1.3 Entering data <n>.<n+>\t Head2

The following example demonstrates outline style autonumber formats.

149
Example Autonumber format Tag

I Getting started <R+>< =0>\t Head1


A Installing < ><A+>\t Head2
B Backing up < ><A+>\t Head2
II Entering data <R+>< =0>\t Head1
A Opening a file < ><A+>\t Head2
B Saving a file < ><A+>\t Head2

The autonumber in the heading Opening a file is reset to A; the second counter in the previous para-
graph’s format resets the numbering to zero without displaying it, so <A+> increments the counter to 1
or A.
The < > counter in the Head2 format keeps the value of the first counter the same but doesn’t display
it. If the < > counter is not in that position, the <A+> in the Head2 format refers to the first counter (not
the second), and FrameMaker produces the following result:

Figure 1: Incorrect outline style autonumber format

Reset an auto-numbering series


Some numbering series—such as a list of numbered steps—start at 1 every time they are used. You can
reset such a series in two ways.
The first example shows how to restart series numbering by using the <n=1> building block for the first
step in the series, and then using <n+> for subsequent steps.

Example Autonumber format Tag

Step 1. Unpack it. S:Step <n=1>.\t Step1


Step 2. Back it up. S:Step <n+>.\t StepNext
Step 3. Run setup. S:Step <n+>.\t StepNext
Step 1. Save your file. S:Step <n=1>.\t Step1

The second example shows another way to reset the counter so that you don’t have to use a unique
format to start a numbered list. Instead, a paragraph that introduces the list uses a format that resets the
counter.

150
Example Autonumber format Tag

To install the software: S:< =0> StepIntro


Step 1. Unpack it. S:Step <n+>.\t Step
Step 2. Back it up. S:Step <n+>.\t Step
Step 3. Run setup. S:Step <n+>.\t Step

The < =0> counter in the StepIntro format resets the S series to zero but doesn’t display the number.
If a counter is incremented, any omitted counters in the series to the right of it are reset to zero. For
example, the following autonumber formats are equivalent:
S:<n+>< =0>\t
S:<n+>\t

About Japanese numbering options


The following counters in autonumber formats are allowed in Japanese text and with Japanese fonts.

Building block Meaning Characters, in this order


<zenkaku a> Fixed-width lowercase Roman
alphabet
<zenkaku A> Fixed-width uppercase
Roman alphabet
<zenkaku n> Fixed-width Arabic numbers

<kanji kazu> Standard kanji numbering,


where double-digit numbers
are made up from the
traditional kanji characters for
ten, one hundred, and so on
<kanji n> Numbers used for street
addresses, phone numbers,
postal codes, and so on,
where double-digit numbers
are made up from the kanji
characters for zero through
nine
<daiji> Numbers used in financial or
banking contexts made up of
old-style kanji numerals

151
Building block Meaning Characters, in this order

<hira gojuon> Hiragana characters in the


standard order

<kata gojuon> Katakana characters in the


standard order

<hira iroha> Hiragana characters in the


literary order (rare)

<kata iroha> Katakana characters in the


literary order (rare)

About RTL numbering options


The following counters in autonumber formats are allowed in RTL languages such as Arabic, Hebrew, and
Farsi. For details on the formats, see Counters in autonumber formats.

For the Farsi language script


• <Farsi n>
• <Farsi n=1>
• <Farsi n+>
• <Farsi a>
• <Farsi a=1>
• <Farsi a+>

For the Hebrew language script


• <Hebrew n>
• <Hebrew n=1>
• <Hebrew n+>
• <Hebrew a>
• <Hebrew a=1>
• <Hebrew a+>

For the Arabic language script


• <Alif Ba Ta n>

152
• <Alif Ba Ta n=1>
• <Alif Ba Ta n+>
• <Abjad n>
• <Abjad n=1>
• <Abjad n+>
• <Indic n>
• <Indic n=1>
• <Indic n+>

153
BODY, MASTER, AND REFERENCE PAGES

Body, master, and reference pages


Know the body, master, and reference pages in Adobe FrameMaker and their usage. Understand
template text frame, background text frame and reference frame.
FrameMaker documents contain three types of pages that help you set up your page layout:

A. Master pages: first and right B. Body pages: first chapter page and right page C. Reference page
• Body pages show the background text and graphics from the corresponding master page and
contain the document content.
• Master pages specify the page layout and the background text for document pages (for example,
page headers and footers).
• Reference pages can contain frequently used graphics, formatting information, hypertext
commands, mappings for HTML conversion, and boilerplate matter.

154
Master pages
Know the master pages in Adobe FrameMaker and their usage. Understand template text frames and
background text frame.
FrameMaker uses master pages to keep track of a document’s page layout. A double-sided document
contains at least two master pages, one for left pages and one for right pages. A single-sided document
uses the right master page only. Documents can also contain custom master pages, which you can use
for special types of pages. You can also create layouts directly on body pages for one-time-only use.
If your page layout is complex, or if you need to create design components such as page headers and
footers, work with the components directly on the master pages. You can draw or import graphics—such
as lines, boxes, or company logos—anywhere on a master page, as well as type text on them. Graphics
and text appear on the corresponding body pages exactly as they appear on the master page, as part of
the body page’s background.

Figure 1: Master page and body page


Master pages can contain the following types of text frames:
• A template text frame contains a tagged text flow—a flow with a name. When you add a body
page, the template text frame is copied to the new body page. You then type the document’s text
in this text frame on the body page. You can type text in a template text frame on a master page,
but the text does not appear on body pages.

155
• A background text frame contains an untagged text flow—a flow with no name. Its contents
appear on corresponding body pages, but you can edit them only on the master pages. Background
text frames are typically used for page headers and footers.

Figure 2: Master page


A. Untagged background text frame B. Template text frame
When you add text and illustrations to your document on body pages, FrameMaker adds body pages as
necessary and automatically uses the page layout from the left or right master page.

Figure 3: On body pages, you type in a text frame copied from the template text frame.

Create custom master pages


Get familiar with how to create and add custom master pages in FrameMaker.

156
In this topic
• Introduction
• Create an empty custom master or page based on another master page’s layout
• Create a custom master page based on a body page’s layout

Introduction
Documents may need body pages with layouts that differ from those of the left and right master pages.
For example, you can create a different look for the first page of a document, or you can include a land-
scape page in a portrait document. For such cases, you create custom master pages. (A document can
contain up to 100 master pages.)
After you create the custom master page, change its column layout, and add background text and
graphics. You then assign the custom master page to one or more body pages.

Create an empty custom master or page based on another master page’s layout
1) Display the master page that you want to use as a basis for the new master page.
2) Choose Insert > Add Master Page and enter a name for the new master page in the Name text box.
3) Do one of the following:
– To create a master page with a layout that matches the layout of an existing master page,
choose the master page from the Copy From Master Page drop-down list.
– To create an empty master page, click Empty.
4) Click Add.

Create a custom master page based on a body page’s layout


1) Make the column layout changes you want on a body page.
2) With the body page displayed, choose Format > Page Layout > New Master Page.
3) Enter a name for the master page and click Create.
RELATED LINKS:
Assign master pages to body pages

Reorder custom master pages


Understand how to reorder master pages in Adobe FrameMaker.
When you reorder custom master pages, the Right and Left master pages always remain at the begin-
ning.
1) Open a master page, and then choose Format > Page Layout > Reorder Custom Master Pages.
2) Select a master page in the Custom Master Pages list, and click Move Up or Move Down to move
the page accordingly.
3) Click Set. If you were previously viewing a custom master page, note that a different master page
may now be visible.

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Rotate a master page
Understand how to rotate master pages in Adobe FrameMaker.
You can create a custom master page that changes the orientation of a body page. For example, you can
create a rotated orientation for a body page with a wide table.

Figure 4: Right page uses a rotated master page.


1) On a new master page, set up any text frames and background text and graphics that you want to
have the same orientation (unrotated) as headers and footers on the other master pages.
2) Choose one of the Format > Customize Layout > Rotate Page commands. When FrameMaker
rotates the page, part of the page will probably be out of view. You can adjust the window size to
see as much of the page as possible.
3) Create the text frames, background text, and background graphics that you want to display rotated.
TIP: You can type in rotated text frames, or you can unrotate the page to make typing faster. To unrotate
a page, choose Format > Customize Layout > Unrotate Page. When you’re finished, you can rotate the
page again.
RELATED LINKS:
Creating and modifying background text frames

Delete a custom master page


Understand how to delete a custom master page in Adobe FrameMaker.
To delete a custom master page, display the master page, and choose Format > Document > Delete Page
[master page name]>.
NOTE: You cannot delete the master pages named Left and Right, and you cannot delete the left or right
master page, or any master page currently assigned to a body page.

Assign master pages to body pages


Learn how to assign master pages to body pages in structured and unstructured FrameMaker docu-
ments.

In this topic
• Introduction

158
• Assign a different master page
• Assign a master page to pages with specified paragraph styles
• Assign a master page to body pages of structured documents

Introduction
You can assign a master page to a body page at any time. FrameMaker uses the template text frame from
the master page and displays background text and graphics.
You can also choose to assign no master page to a body page. Because it’s not associated with a master
page, this type of body page has no headers, footers, or other background text or graphics. (If the body
page contains a text frame, the text frame is unaffected.) For example, if each chapter in a book must
contain an even number of pages, and if the last page of a chapter contains no body text, you may not
want that page to use a master page, so that it will be blank.

Assign a different master page


1) With a body page displayed, choose Format > Page Layout > Master Page Usage.
2) In the Use Master Page area, do one of the following:
– To assign the left or right master page, click Right (in a single-sided document) or Right/Left
(in a double-sided document).
– To assign a custom master page, choose the page name from the Custom drop-down list.
– To assign no master page, select None from the Custom drop-down list.
3) In the Apply To area, do one of the following:
– To apply the change to the current body page, click Current.
– To apply the change to a range of pages, enter the starting and ending page numbers in the
Pages text boxes.
– To apply the changes only to odd or even pages within a range, select Even or Odd.
– To apply the changes only to pages within a range that currently use a particular master page,
choose a page from the drop-down list in the Apply To area.
4) Click Apply.
NOTE: If the master page contains a template text flow not found on the body page, FrameMaker adds
the text frames that contain that flow to the body page. If the body page contains a flow not found on
the master page, FrameMaker leaves the text frames that contain that flow unchanged. This action could
result in overlapping text frames.

Assign a master page to pages with specified paragraph styles


You can assign master pages to body pages that contain specified paragraph styles. For example, you may
want all pages that include the Title paragraph style to be formatted with a custom master page called
First.
You map the paragraph styles to the master pages using the Reference Pages mapping table. When you
choose the Apply Master Pages command, the master page will be applied to the body pages on which
the referenced paragraph style appears.

159
Figure 5: In this example, the First master page will be applied to body pages containing Title paragraph styles.
1) Choose View > Reference Pages.
2) Click the Next Page button until the five-column UnstructMasterPageMaps table appears.
TIP: If the mapping table does not appear in the reference pages, choose Format > Page Layout >
Apply Master Pages.
3) For Book Update (Yes or No), type Yes or No to determine whether the specified master page is
applied when you choose Format > Page Layout > Apply Master Pages... from a book.
4) Edit the mapping table by doing the following:
– Under the Paragraph Style Name column heading, type the name of the paragraph style to
which you want the master page to be applied. This column is required for master pages to
be applied. Spell the paragraph style name correctly, using the same capitalization that the
paragraph style uses.
– Under the Right-Handed Master Page column heading, type the name of the master page you
want to apply. This column is required for master pages to be applied. The specified master
page is applied to all body pages, including left-handed pages in double-sided documents on
which the paragraph styles appear, unless you specify a different master page under the
Left-Handed Master Page column. Master page names are case-sensitive.
– Under the Left-Handed Master Page column heading, type the name of the master page that
you want to apply to the left-handed body pages on which the paragraph styles appear in
double-sided documents. This column is optional.
– Under the Range Indicator column heading, type Single to apply the master page only to the
body page on which each paragraph style appears; type Span pages to apply the master page
to the entire span of pages to which the paragraph style is applied; or type Until changed to
apply the master page to all pages, until the next body page with a different paragraph style
listed in the mapping table is encountered. If this cell is blank, master pages are applied to
single pages.
– Add notes to the Comments column. Text you type in this column does not affect how master
pages are applied in any way.
– To map additional master pages to paragraph styles, add and fill out additional table rows.
5) When you are done, choose View > Body Pages.
6) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.

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7) Choose Format > Page Layout > Apply Master Pages, and then click Yes to override manually
applied master pages.
Adobe FrameMaker searches each body page for the first occurrence of any paragraph style specified in
the Master Page Maps table. When it finds text containing the specified paragraph style, it applies the
specified master page.

Assign a master page to body pages of structured documents


To assign master pages to body pages containing elements in structured documents, you map the
elements to the master pages using the Reference Pages mapping table. When you choose Format >
Page Layout > Apply Master Pages..., the master page is applied to the body page on which the refer-
enced element appears.
1) In Structured FrameMaker, choose View > Reference Pages.
2) Click the Next Page button until the eight-column StructMasterPageMaps table appears.
TIP: If you are working on a document created in a previous version of FrameMaker, choose Format
> Page Layout > Apply Master Pages..., so that the mapping table appears in the Reference Pages.
3) To the right of Book Update (Yes or No), type Yes or No to determine whether the specified master
page is applied when you choose Apply Master Pages from a book.
4) Edit the mapping table by doing the following:
– Under the Element/Paragraph Style Name column heading, type a valid prefix (E: for
elements, or P: for paragraphs), followed by the name of the element or paragraph style to
which you want the master page to be applied. If no prefix is applied, an element is assumed.
Spell the name correctly, using the same capitalization that the element or paragraph style
uses. This column is required for master pages to be applied.
– Under the Right-Handed Master Page column heading, type the name of the master page you
want to apply. The specified master page is applied to all body pages, including left-handed
pages in double-sided documents on which the elements or paragraph styles appear, unless
you specify a different master page under the Left-Handed Master Page column. Master page
names are case-sensitive. This column is required for master pages to be applied.
– Under the Left-Handed Master Page column heading, type the name of the master page that
you want to apply to the left-handed body pages on which the elements or paragraph styles
appear in double-sided documents. This column is optional.
– Under Attribute Name, type a valid attribute name to further define the mapping context.
– Under Attribute Value, type a valid attribute value to further define the mapping context.
– Under Context, type a value for an element’s context label to further define the mapping
context.
– Under the Range Indicator heading, type Single to apply the master page only to the body
page on which each element or paragraph style appears; type Span pages to apply the master
page to the entire span of pages to which the element or paragraph style is applied; or type
Until changed to apply the master page to all pages until the next body page with a different
element or paragraph style listed in the mapping table is encountered. If this cell is blank,
master pages are applied to single pages.

161
– Add notes to the Comments column. Text you type in this column does not affect how master
pages are applied in any way.
– To map additional master pages to elements or paragraph styles, add and fill out additional
table rows.
5) Choose View > Body Pages.
6) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
7) Choose Format > Page Layout > Apply Master Pages, and then click Yes to override manually
applied master pages.
FrameMaker searches each body page for the first occurrence of any element or paragraph style speci-
fied in the Master Page Maps table. When it finds text containing the specified element or paragraph
style, it applies the specified master page.

Display master pages


Learn how to view and display master pages and return to body pages from a master page.

In this topic
• Introduction
• View other master pages when a master page is visible
• Return to body pages while master pages are visible

Introduction
When working with master pages, you move back and forth between them and the body pages. When a
master page is visible, its name and the number of master pages in the document appear in the Page
Status area of the status bar.

Figure 6: Page Status area of status bar


Choose View > Master Pages. The master page used by the current body page appears, with the text
frame and column borders visible.

View other master pages when a master page is visible


• Do one of the following:
– Click the Next Page or Previous Page button.
– Press the Page Up or Page Down key.
– Use the scroll bar.

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Return to body pages while master pages are visible
Choose View > Body Pages. The most recently displayed body page appears. If FrameMaker detects any
layout overrides on body pages, an alert message asks how you want to handle them.
RELATED LINKS:
About layout overrides

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Reference pages
You can use reference pages to store frequently used graphics that you want to position consistently
throughout a document, and then use the graphics on body pages where they are needed. If you place a
graphic in a reference frame—an unanchored graphic frame on a reference page—you can use the frame
as a property of a paragraph style. For example, to design a heading with a line below it, draw the line in
a reference frame, and then include the reference frame in the paragraph style of the heading.

Figure 1: Reference page and body page


Reference pages can also hold boilerplate material or clip art that you can copy and paste on body
pages—for example, symbols for cautions and notes. And specialized reference pages can contain hyper-
text commands, formatting information for generated lists and indexes, definitions of custom math
elements, and mappings for converting to XML and HTML.
A document normally contains at least one reference page. You can add your own graphics to an existing
reference page, and you can create additional reference pages (up to 100).

164
View, create, and delete reference pages
Know how to view, display, create, and delete reference pages.
In this topic
• Display reference pages
• View other reference pages when a reference page is visible
• Create a reference page
• Return to body pages
• Rename or delete a reference page

Display reference pages


Choose View > Reference Pages. The name of the current reference page appears in the Page Status area
of the status bar.

Figure 2: Page Status area


If the document doesn’t contain any reference pages, the Add Reference Page dialog box appears. Create
the first reference page by entering a page name and clicking Add.

View other reference pages when a reference page is visible


• Click the Next Page or Previous Page button.
• Press the Page Up or Page Down key.
• Use the scroll bar.

Create a reference page


1) Display reference pages and choose Insert > Add Reference Page.
2) Enter a name for the reference page and click Add.

Return to body pages


Choose View > Body Pages. The most recently displayed body page appears.

Rename or delete a reference page


You can rename a reference page—for example, to avoid overwriting the reference page when you
import reference pages from a template that contains a reference page with the same name.
If you delete a reference page that contains a graphic used in a paragraph style, the graphic no longer
appears in paragraphs using that style. When this happens, the Frame Above or the Frame Below
drop-down list in the Advanced properties of the Paragraph Designer is set to As Is for the paragraphs.
• Display the reference page and do one of the following:
– To rename the page, click the page name in the status bar, and type the new name. Click Set.

165
– To delete the page, choose Format > Document > Delete Page <reference page name>.

Use reference frames on reference pages


Understand how to create and use reference frames on reference pages, set up boilerplate graphics on
reference pages.
In this topic
• Introduction
• Create a reference frame on a reference page
• Rename a reference frame
• Change other properties of a reference frame
• Set up boilerplate graphics on reference pages

Introduction
You can use a graphic as part of a paragraph style if you have placed the graphic in a reference frame on
a reference page.

Figure 3: Graphics in reference frames

166
When you select a reference frame on a reference page, its name appears in the status bar after the word
Frame.

Create a reference frame on a reference page

1) Click the Graphic Frame tool on the Tools panel, and then drag to draw the frame. To draw a
square frame, Shift-drag.
2) Enter a name in the Name text box and click Set. Use a short, descriptive name you can recognize
later when the name appears in the Frame Above and the Frame Below drop-down lists in the
Advanced properties of the Paragraph Designer.
3) Put a graphic in the frame. You can draw the graphic, import a graphic file, or combine drawn and
imported graphics.
4) Adjust the frame’s size and shape if necessary. When you use a reference frame above or below a
paragraph on a body page, the whole frame—not just the graphic inside it—appears on the body
page. The height of the frame affects the spacing of text above and below the frame.
5) Use the Text Line tool to type the frame’s name above the frame. Typing the name helps you iden-
tify the frame when you view the reference page. It does not rename the reference frame.

Rename a reference frame


1) Select the reference frame and click the frame’s name in the status bar.
2) Enter the new name and click Set. You should also type the new name in the text line above the
reference frame. If you rename a reference frame used in a paragraph style, you need to update
the format so that it uses the new frame name.

Change other properties of a reference frame


Select the frame. Choose Graphics > Object Properties to change the object properties. Alternatively,
use the options on the Tools panel.

Set up boilerplate graphics on reference pages


You can set up boilerplate graphics—for example, margin symbols—in anchored frames on a reference
page. Then you can copy the anchored frames to body pages. When you do this, the graphics appear
correctly positioned in their anchored frames.

167
Figure 4: You can copy and paste boilerplate graphics onto body pages.
You can also place graphics directly on reference pages and then copy and paste them anywhere on body
pages.
1) Create a reference page with the same column layout as the body page on which you want to
display the graphic. This ensures that the graphic is positioned correctly when you copy it to body
pages. To set up the column layout, you can copy the text frame from a body page and paste it on
the reference page.
On the reference page, set up the anchored frame exactly as you want it to appear on body pages.
2) Draw the graphic in the anchored frame, or paste or import it into the frame. You may want to add
some text outside the anchored frame to identify the graphic. For example, in the illustration,
Caution Symbol identifies the graphic.

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Page layouts
Understand how to create and use reference frames on reference pages, set up boilerplate graphics on
reference pages in Adobe FrameMaker
You can make changes to a document’s basic page layout directly from a body page. FrameMaker auto-
matically updates both the left and right master pages, and updates the layout of any body pages that
use those master pages. If any of these body pages contain layout overrides, you are asked to confirm
that you want to make the updates.
If your document uses another master page—for example, for the first page of the document—you must
make any layout changes on that master page.

Change page size


Understand how to change the size of a page in Adobe FrameMaker.
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) Choose Format > Page Layout > Page Size.
3) Do one of the following:
– Choose a standard size from the Page Size drop-down list. The correct dimensions appear in
the Width and Height text boxes.
– Enter dimensions in the Width and Height text boxes. Custom appears in the drop-down list.
The custom page size you specify can be small, depending on the document’s margin settings,
or as large as 216 inches by 216 inches (approximately 548 centimeters by 548 centimeters).
4) Click Set.
NOTE: When you generate the PDF output for a document with page size bigger than A4, some
content may not fit on the page and not get published properly. To prevent the loss of content, you
need to add the flag UsePDFResolution=300 in the maker.ini file under the folder
<%appdata%\Adobe\FrameMaker\17>. To know more about PDF output see, Generate a PDF.
NOTE: If the document contains custom master pages, FrameMaker prevents change to a page size that
cannot accommodate the text frames on those master pages.

Change pagination
Know how to set pagination in Adobe FrameMaker and change a single-sided document to double-sided
documents or reverse.
You can change a single-sided document to double-sided documents or the reverse. When you set up a
double-sided document, you specify whether the first page is a left or a right page.
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) Choose Format > Page Layout > Pagination.

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3) Select one of the options in the Pagination area. If you select Double Sided, also define whether
the first page is a left or right page. If you are applying pagination in a book, you can select Read
from File to use the page side specified in the file. Select Next Available Side to avoid a blank page.
Depending on which option you selected, a blank page may be added to the previous file in the book
so that the document can start on the page you specified.
4) Click Set. If the document contains custom master pages or page layout overrides, an alert message
asks how you want to proceed.

Add or delete empty pages


Understand how to add or delete empty pages in Adobe FrameMaker and specify even or odd number
of pages.
You can specify that you want a document to have an even or odd number of pages. If necessary,
FrameMaker adds a blank page at the end of the document to achieve the correct pagination.
Conversely, a document may contain unwanted blank pages at the end, left there because you deleted
or reworked text. You can tell FrameMaker to delete these empty pages whenever you save or print the
document.
FrameMaker deletes a blank page only if it uses the left or right master page, doesn’t contain the start
of a flow, and has no layout overrides. FrameMaker doesn’t delete a page if it contains an empty para-
graph but is otherwise blank.
If you use the document window to change the pagination of a document that is part of a book, the
settings may be overridden when you update the book. You can make sure that the book pagination is
correct by changing a document’s setup from the book window.
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) Choose Format > Page Layout > Pagination.
3) From the Before Saving & Printing drop-down list, choose an option and click Set.
If blank pages are not added or deleted as expected, make sure that all pages in the document are auto
connected.
RELATED LINKS:
About layout overrides

Change page margins and number of columns


Set page margins and number of columns, create a multicolumn layout with unequal column widths, set
up asymmetrical left and right margins in Adobe FrameMaker.
The margin is the distance between the page edge and the text frame. For a single-sided document, you
set margins for the top, bottom, left, and right sides of the text frame. For a double-sided document, you
set the top, bottom, inside, and outside margins for a symmetrical look.

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To set up asymmetrical left and right margins, you change the text frames directly on the master pages.
For example, you could make the text frames on both the left and right pages appear on the right side of
the page, leaving an area of white space on the left.
You can divide a text frame into two or more equally spaced columns of equal widths. To create a multi-
column layout with unequal column widths or gaps, use one text frame for each column of text and posi-
tion the text frames one by one. Draw the text frames or set up one text frame the way you want it and
then duplicate it.
1) Place the insertion point in the main text flow or click in the page margin. If a book window is active,
select the documents you want to affect.
2) Choose Format > Page Layout > Column Layout.
If the layout is asymmetrical (for example, with a different number of columns, or a different inside
or outside margin on the left and right master pages), an alert message asks whether you want to
proceed. To retain the asymmetry, change the layout directly on the master pages.
3) To change the margins, enter the values in the Margins area. The margins and the gap (space)
between columns determine the individual column width.
4) To change the number of columns or the gap between columns, enter new values in the Columns
area.
All columns will be the same width and will be separated by a uniform gap.
5) Click Update Entire Flow. If the new column width is too narrow to accommodate some anchored
frames or tables in the document, an alert message asks whether you want to proceed. If you click
OK, you can manually resize the tables and frames.
RELATED LINKS:
Changing the page layout on specific pages
Add a template text frame on a master page
Adding text frames on body pages

Headers, footers, and other background text


Set up headers, footers and background text. Create and modify background text frames, Resize or move
a background text frame in Adobe FrameMaker.
In this topic
• Introduction
• Creating and modifying background text frames
• Entering header or footer information

Introduction
You set up headers and footers by displaying master pages and typing text in background text frames.
The contents of background text frames appear on body pages, but you can only edit them on master
pages. The headers and footers might include the page number, date, chapter number and title, section
number and title, author, revision number, and draft release (such as preliminary and final).

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PAGE LAYOUTS

Figure 1: Header and footer text frames on master page


You create and edit header and footer text as you do any other paragraph text. You can apply paragraph
and character styles, add and move tab stops, and add graphics such as a line above or below the text.
In addition, you can add system variables for information such as the page number or the current date,
and you can change the size and placement of the header and footer text frames. When you modify these
text frames on a master page, FrameMaker automatically updates any body pages that use that master
page.
You can also add other background text on master pages.

Creating and modifying background text frames


When you create a new, blank document, FrameMaker creates background text frames for headers and
footers on the left and right master pages. To make it easy to add centered and right-aligned information
in headers and footers, FrameMaker automatically adds center and right tab stops at the center of the
text frame and at the right margin. You can draw background text frames for additional header and
footer information or for other background text.
NOTE: You can create single lines of background text by using the Text Line tool, but you can’t apply para-
graph styles to the text or insert variables in it.

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To add a background text frame on a master page do the following:


1) Draw the text frame by using the Text Frame tool.
2) In the Add New Text Frame dialog box, click Background Text and click Add. The new text frame,
like all text frames for background text on master pages, is untagged.
3) Double-click in the text frame to place the insertion point, and then insert the header, footer, or
other background text.
To resize or move a background text frame to the following:
1) Select the text frame by ctrl-clicking the text frame.
2) Do any of the following:
– To resize the text frame, drag a handle.
– To move the text frame, drag its border (not a handle).

Entering header or footer information


You can create simple headers and footers by typing text in the header and footer text frames on the
master pages. In addition, you can specify items such as the current chapter and page numbers, the docu-
ment’s total page count, and the current date. FrameMaker displays a system variable in the header or
footer on the master page and replaces it with the correct value on each body page that uses that master
page.
You can also create running headers and footers in which the text changes from page to page. In the
following figure, the running header contains the current section heading. The footer contains the page
number and some text typed directly into the background text frame.

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PAGE LAYOUTS

Figure 2: Running headers and footers


To create running headers and footers, you insert running header/footer variables in background text
frames on master pages.
You can insert the following variables in a header and footer on the master page:

Numbering for book components


Volume Number, Chapter Number, Section Number, or Sub Section Number
Page numbers
Current Page number or Page Count
Date information
Current Date (Long), Current Date (Short), Modification Date (Long), Modification Date (Short),
Creation Date (Long), or Creation Date (Short)
Other variables
Chapter Title Name, Filename (Long), Filename (Short), Table Continuation, or Table Sheet

To insert a variable in a header and footer on a master page, do the following:


1) On a master page, click in the header or footer where you want to add information.
– To insert static text, type the text.

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– To insert system variables, access the Variables panel and double-click the variable name in
the Variables scroll list. You can insert any system variable, such as:
– To insert user variables, access the Variables panel and double-click the variable name (if
already defined) in the Variables scroll list.
TIP: To add centered information in headers and footers, press Tab to move the insertion point to
the centered tab stop. To add right-aligned information, press Tab again to move the insertion
point to the right-aligned tab stop.
RELATED LINKS:
Entering header or footer information
Variables

Changing the page layout on specific pages


Change the page layout on specific pages, create an asymmetrical layout, layout overrides, template text
frame, Updating body and master page layouts. Create one-time-only page layouts in Adobe
FrameMaker.
You can create an asymmetrical layout by adding or changing text frames directly on the master pages.
For example, you may want the left margin to be wider than the right on both left and right pages. Or
you may want a single-column layout on the left page and a two-column layout on the right.
You can even create a layout that contains columns with different widths or with different gaps by using
several text frames on a page—one text frame for each column.

About layout overrides


When you make changes on a master page, FrameMaker automatically updates all body pages using that
master page. When you make layout changes on a body page (for example, by changing the number of
columns, the gap between columns, or the margins), you create an override to its master page’s layout.
You can then do any of the following:
• Update the master page and all corresponding body pages with your changes.
• Create a master page based on the body page changes.
• Do neither of the above, leaving the override as a one-time-only page layout.
RELATED LINKS:
Updating body and master page layouts
Create custom master pages
Creating one-time-only page layouts

Change margins and column layout on specific pages


The following steps always produce either a single-column layout or a multicolumn layout with
equal-width columns.

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If you want to create a multicolumn layout with unequal column widths or gaps, use one text frame for
each column, and position the text frames one by one.
1) Select the text frame whose margins you want to change by Control-clicking the frame.
2) Choose Format > Customize Layout > Customize Text Frame.
3) Do the following:
– To change the margins, specify the new size and position in the Unrotated Size and Offset
From areas. The Offset From Top and Offset From Left options specify the top and left
margins. The bottom and right margins are then determined by the text frame’s width and
height.
– To change the number of columns or the gap between columns, change the values in the
Columns area.
4) Click Set.
TIP: Another way to change the margins is to select a text frame and then drag a resize handle. When you
resize a multicolumn text frame, the column widths change to fit within the text frame, but the column
gap remains the same.
RELATED LINKS:
Add a template text frame on a master page
Adding text frames on body pages

Add a template text frame on a master page


For a master page to contain unequal-width columns of text, or to set up the layout for a newsletter or
other document in which the articles don’t flow continuously from the first page to the last, you use
multiple text frames—one for each column. For example, for a page with two unequal-width columns,
you would add a second template text frame.
You can add a template text frame by drawing it or by duplicating an existing one.
1) To draw the text frame, use the Place a Text Frame tool on the Graphics Toolbar. To draw more
than one text frame, draw them in the order you want them connected.
2) In the Add New Text Frame dialog box, click Template For Body Page Text Frame, and choose a tag
from the Flow Tag drop-down list. Choose the current flow tag, unless you’re setting up a text
frame for a different flow in a multiflow document.
3) In the Columns area, specify the number of columns in the text frame and (if it’s more than 1) the
gap between adjacent columns. If you’re setting up a layout with unequal-width columns, set the
number of columns to 1, because you use a separate text frame for each column.
4) Click Add.
5) Move the text frame as needed.
TIP: To copy an existing text frame, select the frame, choose Edit > Copy, and then choose Edit > Paste.
FrameMaker copies the text frame, its contents, and its properties (including the flow tag).

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Adding text frames on body pages


When you draw a text frame on a body page, you are prompted for the number of columns and the gap
between them. However, FrameMaker does not assign a flow tag and does not connect the text frame
to existing text frames on the page.
To use the new text frame as part of the document’s text flow, connect it to the flow.
If the new text frame is the first one in the flow, also select Autoconnect so that new pages are automat-
ically added as needed.
RELATED LINKS:
Connect text frames

Updating body and master page layouts


You can change template text frames on more than one master page and then update all corresponding
body pages in one step. However, if you make column layout changes on a body page, you must update
the corresponding master page before you can update the other body pages that use that master page.
Before FrameMaker updates body pages, it checks whether any body pages have column layouts that
override their master page. If any pages contain layout overrides, you specify whether to keep the over-
rides.

Update body pages with master page changes


1) After making layout changes on master pages, display body pages.
2) If FrameMaker displays an alert message, specify whether to keep or remove layout overrides, and
then click Continue. If you keep layout overrides, FrameMaker updates those body pages with the
master page’s background text and graphics, but does not update the template text frames.

Update a master page with body page changes


1) Choose Format > Page Layout > Update Column Layout. A message asks you to confirm the master
page and body pages that are to be updated.
2) Click Update.
3) If FrameMaker displays an alert message, specify whether to keep or remove layout overrides on
the pages being updated, and then click Continue.
RELATED LINKS:
About layout overrides

Creating one-time-only page layouts


You may need to change the layout of only one body page in a document. For example, you can make a
text frame longer to fit one more line of text on the page, or shrink a text frame to make room for a
graphic placed directly on the body page.
When you change the column layout of a body page without updating the master page, you create a
layout override.
RELATED LINKS:

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PAGE LAYOUTS

Change margins and column layout on specific pages


Adding text frames on body pages

Align text across columns


Learn to balance text across columns, feather text to the bottom of text frames, and synchronizing base-
lines in Adobe FrameMaker.

Balance text across columns


Understand how to balance text across colums in a text frame in Adobe FrameMaker.

In this topic
• Introduction
• Balance text across columns throughout a text flow
• Balance text across columns in a single text frame

Introduction
In a layout that uses a multicolumn text frame, you can balance the text across columns that aren’t full
of text—for example, columns on partly empty pages that precede forced page breaks, and columns on
the last page of a document. You can balance text across columns throughout a text flow or in an indi-
vidual text frame.

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PAGE LAYOUTS

Figure 3: Balancing off and on

Balance text across columns throughout a text flow


1) If a document window is active, place the insertion point in the main text flow or click in the page
margin. If a book window is active, select the documents you want to affect.
2) Choose Format > Page Layout > Column Layout.
3) Select Balance Columns and click Update Entire Flow.

Balance text across columns in a single text frame


Click in the text frame and choose Format > Customize Layout > Customize Text Frame.
Select Balance Columns and click Set.

Feather text to the bottom of text frames


Understand how to feather (space-out) text in a text frame in Adobe FrameMaker.
When FrameMaker feathers text, it first adds space between paragraphs, up to a limit that you set. If
more adjustment is necessary, it adds space between lines, up to another limit that you set. FrameMaker
does not feather the text in a text frame in which text runs around graphics.

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Figure 4: Before and after feathering


In a multicolumn text frame that contains straddles—paragraphs, tables, or anchored
frames—FrameMaker adds vertical space to align the last baselines of text in adjacent columns above
each straddle.

Figure 5: Before and after feathering with straddling


1) If a document window is active, place the insertion point in the main text flow. If a book window is
active, select the documents you want to affect.
2) Choose Format > Page Layout > Line Layout.
3) Select Feather, and enter the maximum amount of space FrameMaker can add between lines
(Maximum Interline Padding) and between paragraphs (Maximum Inter-Pgf Padding).
FrameMaker will not exceed the padding limits you set. If it’s not possible to feather text in a column
without exceeding the limits, FrameMaker does not feather text in that column.
4) Click Update Flow.
NOTE: Feathering leaves room for the largest possible descender in the largest font size used in the line,
even if no character with such a descender actually appears. If the last line in a column seems too high,
check to see whether the column contains a nonprinting character (such as an anchor symbol) in a font
that’s larger than that of the surrounding text.

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Synchronizing text baselines in a text flow


Understand how to synchronize and align the baseline of text lines across columns and and text frames
in Adobe FrameMaker.

In this topic
• Introduction
• Synchronize baselines across columns
• Synchronize baselines in adjacent text frames

Introduction
When you synchronize (align) text in a flow, FrameMaker creates an invisible grid in each text frame and
aligns the baseline of the first line of each specified paragraph to the grid. FrameMaker also aligns the
first line after an anchored frame and tries to align the first line in each column.
NOTE: If feathering and synchronization are both on for a flow, feathering takes precedence over synchro-
nization. However, the first lines in the columns are synchronized with each other.

Figure 6: Before and after synchronizing text in a flow


Because headings in large fonts often appear at the tops of columns, you can specify a first-line synchro-
nization limit. This limit controls whether the baseline of a heading is placed on the first grid line when
the heading falls at the top of a column, even when the heading’s default font is larger than the grid can
accommodate. To place the baseline of a heading on the first grid line, FrameMaker lets the heading
extend above the top of the column as shown in the illustration. FrameMaker does not synchronize font
sizes larger than the limit you set.

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PAGE LAYOUTS

Synchronize baselines across columns


To synchronize baselines across columns, do the following:
1) Check the paragraph styles of the paragraph types you want to synchronize to make sure they all
have the same default font size and line spacing. Fixed line spacing should be on.
2) Click in the flow you want to synchronize (or select the documents in the book that you want to
affect) and choose Format > Page Layout > Line Layout.
3) Select Baseline Synchronization and turn off Feather.
4) In the Synchronization area, enter the line spacing you want to use for the text frame grid in the
Synchronize Pgf's With Line Spacing Of text box. Use the same line spacing as in the paragraphs
you want to synchronize. Otherwise, FrameMaker will not synchronize the paragraphs with the text
frame grid.
5) In the First-Line Synchronization Limit text box, enter the largest font size to align at the top of a
column. For example, suppose the line spacing for body paragraphs is 12 points, the column grid is
12 points, and the headings are 18 points. If you want the headings to be aligned when they appear
at the top of a column, specify 18 as the first-line limit.
6) Click Update Flow.
As no descenders appear above the first line in a column, the first grid line is offset from the top of the
column a distance equaling two-thirds of the specified line spacing.

Synchronize baselines in adjacent text frames


If the tops of adjacent text frames start at different positions on a page, you may need to adjust their
tops to line up their grids.
Line up the grids by resizing adjacent text frames so that the distance between their tops is evenly divis-
ible by the grid. For example, if the grid is 12 points, you can start a text frame 144 points (12 times
12 points) from the top of an adjacent text frame.

Figure 7: Synchronize baselines in adjacent text frames


A. Grid spacing B. Distance evenly divisible by the grid

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PAGE LAYOUTS

TIP: Use the snap grid to correctly position the text frames. To do so, specify a snap grid equal to the text
frame grid. Then resize the text frames until their tops snap to the grid.

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MULTIFLOW DOCUMENTS

Multiflow documents
Maintain separate text flows, each with its own text frame connections. Create bilingual documents in
FrameMaker.
A document can have separate text flows, each with its own text frame connections. For example, a bilin-
gual document may contain side-by-side translations of the same text.
When a text frame fills in a multiflow document, you can tell FrameMaker not to add a new page. That
way, you can add pages yourself and control the connections. Because each flow’s autonumbering is
independent of the numbering in other flows, you can maintain separately numbered lists, headings, and
figure titles for each flow.

Set up a multiflow document


Learn text flow and flow tags, set up a side-by-side flow, set up a flow for a newsletter or magazine in
FrameMaker.

About text flows and flow tags


A text flow is a series of connected text frames through which the text flows in a document. Most docu-
ments have a single text flow, from the first page to the last, in which FrameMaker handles the text frame
connections automatically. You make the text frame connections yourself only for documents in which
you need to weave several text flows together—for example, with a newsletter in which you need to
continue a front-page article on the back page, skipping over other articles on the intervening pages.
The current text frame’s flow tag appears in the Tag area of the status bar.

Figure 1: Tag area of status bar

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Set up a side-by-side flow


You set up a document with side-by-side text flows by laying out and connecting the text frames on the
master pages. Because the text frame connections are the same throughout the document, you usually
don’t need to make further changes on the body pages.
1) Set up the flows on one of the master pages. Use a text frame for each flow and assign a different
flow tag to each text frame. Make sure that Autoconnect is on for each flow so that FrameMaker
adds a new body page whenever text reaches the end of one of the flows.

Figure 2: Left and right master pages for a side-by-side flow


2) Repeat the previous step for the remaining master pages. All master pages should have the same
flow tags. Otherwise, FrameMaker will not alternate properly between the left and right master
pages when adding body pages.
IMPORTANT: To create a new body page correctly when text reaches the bottom of a text frame, the
appropriate left or right master page must contain all of the flow tags on the current body page. If
any flow tag is missing, FrameMaker creates the new page with the current body page’s master
page instead.
3) Update the body pages with the master page changes by displaying body pages.
RELATED LINKS:
Add a template text frame on a master page
Change a flow’s tag or Autoconnect setting

Set up a flow for a newsletter or magazine


You set up a newsletter or magazine that requires nonparallel, multiple flows by establishing a column
layout on the master pages. However, the master pages act only as the basic layout grid. You resize,
delete, connect, and disconnect the text frames on the body pages until they look right. This approach
gives you the greatest flexibility in determining the way text flows through the document.

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NOTE: If you are creating a newsletter or magazine that has articles that flow consecutively from the first
page to the last, you do not need to use the techniques described here. Instead, you can use a single text
flow. You can create special effects by making text run around graphics, and by making paragraphs,
tables, and frames straddle columns. For an example of this technique, see the newsletter template
provided with FrameMaker.
1) Decide on the number of columns, and place that number of single-column text frames on each
master page. All of the text frames should be in the same flow. You can use these text frames as
the layout grid within which you’ll have text flow.

Figure 3: First master page

Figure 4: Left and right master pages with the same flow
2) Turn off Autoconnect so that FrameMaker will not automatically add pages.
3) Update body pages with the master page changes by displaying body pages.

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MULTIFLOW DOCUMENTS

4) On each body page, resize, disconnect, and connect text frames as necessary. Don’t update the
master pages as you make changes on the body pages.
5) To synchronize text baselines in the newsletter, make sure that the text frames are placed appro-
priately. If the document contains several text flows, synchronize baselines for each flow.
6) Manually create new disconnected body pages as necessary.
7) Connect text frames between pages as necessary.
RELATED LINKS:
Add a template text frame on a master page

Control the flow of text


Change a flow’s tag or autoconnect setting, modify disconnected pages or text frames in FrameMaker.
A flow’s basic properties are its Autoconnect setting and its flow tag. In a document with one flow or
parallel flows, Autoconnect is usually on to tell FrameMaker to add a new page whenever the flow’s text
frames are full. The new page takes the column layout of the appropriate master page (left or right), and
the text frames on the new page are automatically connected to the text frames on the original pages.
When working on a document with nonparallel, multiple flows, you usually turn off Autoconnect. This
allows you to add a new, disconnected body page wherever you want, and to control the connections
between it and existing pages. If Autoconnect is off, and if the flow contains more text than it can hold
in its text frames, the text overflows at the end of the last text frame in the flow. The bottom border of
an overflowing text frame appears as a solid line when borders are visible.

Figure 5: Overflowing text frame


If you try to type in an overflowing text frame, you hear a beep. Overflowing text is not deleted; it is
hidden from view. As soon as you connect the overflowing text frame to another text frame, the hidden
text reappears in the next text frame.

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MULTIFLOW DOCUMENTS

If you need to assign a flow tag (for example, when creating side-by-side text flows), you can do so at any
time. (In a new, blank document, the main flow is tagged A.) You need to assign a tag only once for a flow.
After that, connecting a text frame to the flow assigns the tag to the text frame. If you change the flow
tag or the Autoconnect setting in one text frame in a flow, the change is made to the entire flow.

Change a flow’s tag or Autoconnect setting


You normally change flow tags and the Autoconnect setting on master pages. If two text frames are
connected, you must disconnect them before you can change one of their flow tags.
1) Click in a text frame in the flow.
2) Choose Format > Customize Layout > Customize Text Frame.
3) Enter a tag for the flow in the Flow Tag text box. You should keep flow tags short so that they do
not obscure other information in the Tag area of the status bar. You cannot assign a tag that is
already used on the current page.
NOTE: If you want two text frames on a page to have the same flow tag, connect the text frames.
4) If you want FrameMaker to add a new page when you fill the last column on a page, select Auto-
connect.
5) Click Set.
RELATED LINKS:
Connect text frames
Disconnect text frames

Add a new, disconnected page


In documents with one main flow or two parallel flows, you normally don’t add disconnected body pages;
you let FrameMaker add connected pages automatically when necessary. In a multiflow document in
which Auto-connect is off, or in other specialized documents, you can add new, disconnected body
pages. When the text reaches the end of a text frame, you add a new page and connect the text frames.
1) From a body page, choose Insert > Add Disconnected Pages.
2) Choose the location and number of pages you want to add.
3) Choose a master page from the Use Master Page drop-down list and click Add.

Delete disconnected pages


When you delete disconnected pages in a multiflow document, FrameMaker also deletes the pages’
contents.
1) Click in a page you want to delete and choose Format > Document > Delete Pages.
2) Specify the first and last disconnected pages you want to delete and click Delete. If you want to
delete only one page, enter its page number in both text boxes.

Connect text frames


When two text frames are connected, the text flows from the end of the first text frame to the beginning
of the second. You can connect a text frame on a master page to any other text frame on the same master

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MULTIFLOW DOCUMENTS

page, and you can connect a text frame on a body page to any text frame on any body page. You can also
connect a text frame in the middle of a flow.
When you connect two text frames, FrameMaker assigns the first text frame’s flow tag to the second
frame. If the first text frame is untagged, the second frame’s tag is used. That way, all connected text
frames belong to the same flow and have the same tag. If the first text frame contains overflowing text,
the text flows into the second frame when you make the connection.
1) Select the two text frames in the order in which you want text to flow. To select the text frames,
Control-click the text frames.
If the text frames are on different pages, the first frame is deselected when you select the second
one, but FrameMaker keeps track of the first selection.
NOTE: To add a text frame to the middle of a flow, first select the text frame you want to add, and
then select the frame that should follow it.
2) Choose Format > Customize Layout > Connect Text Frames. If the first text frame you selected isn’t
on a page that’s currently visible, an alert message asks whether you want to connect to that frame.

Disconnect text frames


You disconnect text frames when you want to create separate flows—for example, to place an article in
a specific location in a newsletter, or to create a pull-quote. If you need to start a new flow in the middle
of a column, you can split the text frame that contains the column in two, and then disconnect the two
text frames.
You can disconnect a text frame from the preceding text frame, the following one, or both. You can also
remove a text frame from the middle of a flow.
Disconnecting text frames does not affect existing text in the frames. To move text to a different text
frame, cut and paste it after disconnecting the frames.
NOTE: When you disconnect text frames on the same body page, FrameMaker creates separate flows with
no flow tags. When you disconnect text frames on different body pages, FrameMaker creates separate
flows with the same flow tag. In either case, if you’re creating a newsletter-type document where Auto-
connect is off for each flow, the flow tags do not matter. FrameMaker does not create new pages auto-
matically and, thus, there is no need to make text frame connections.
1) Select the text frame you want to disconnect by Control-clicking the text frame.
2) Choose Format > Customize Layout, and then select Disconnect Previous, Disconnect Next, or
Disconnect Both.

Remove a text frame from the middle of a flow


1) Select the text frame immediately preceding the one you want to remove. To do this, Control-click
the text frame.
2) Select the text frame immediately following the text frame you want to remove.
3) Choose Format > Customize Layout > Connect Text Frames. If the first text frame you selected isn’t
on a page that’s currently visible, an alert message asks whether you want to connect to that frame.

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MULTIFLOW DOCUMENTS

Split or unsplit text frames


You can split a text frame in two, and then disconnect the two text frames to start a new flow. For
example, you may want a new article with its own flow to start in the middle of a text frame.

Figure 6: The second of three text frames is split, disconnected from the first text frame, and retagged.

Split text frames


1) Click in the line above where you want to split the text frame and choose Format > Customize
Layout > Split Text Frame. FrameMaker splits the text frame below the line that contains the inser-
tion point, creating two separate but connected text frames.
2) Select the bottom text frame by Control-clicking the text frame.
3) Disconnect the text frame from the previous one by choosing Format > Customize Layout > Discon-
nect Previous. If the flow was tagged, FrameMaker removes the flow tag. If Autoconnect was on
before you disconnected the text frames, it is now off for both text frames.
4) Resize the text frames as necessary.

Unsplit text frames


• If you haven’t made any other changes since splitting the text frame, choose Edit > Undo.
• If you made another change but you have not yet disconnected the two text frames, delete the
lower frame and then resize the remaining text frame to the size of the original unsplit frame.
• If you have already disconnected the two frames, cut the text from the second text frame and paste
it at the end of the first text frame. Then delete the second text frame and resize the first one to
the size of the original unsplit frame. If you need to turn Autoconnect back on or reassign a flow tag
for the text flow, use Format > Customize Layout > Customize Text Frame.

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Cross-reference a disconnected text frame


When an article in a newsletter or magazine continues from one page to another, you can use
cross-references to tell the reader where to turn to continue reading and to indicate where the end of
the article is continued from.

Figure 7: Indicate where the flow continues, and where it is continued from.
1) Resize the two text frames to make room for the cross-references. Drag the bottom of the first text
frame upward and the top of the continuation text frame downward.
2) Draw a small text frame below the text frame on the first page, and another above the text frame
on the continuation page. Don’t connect either text frame to any other text frame.
3) Insert a cross-reference in the empty text frame on the first page, referring to the continuation
page of the article.
4) Insert a cross-reference in the empty text frame on the continuation page, referring to the first
page of the article.

Tracking a text flow


In a document with many flows, it’s easy to lose sight of where a flow continues. You can zoom out to
see more of a text flow or move from one text frame in a flow to the next.
1) Zoom out to 25% and adjust the window size to see as many pages as necessary.
2) Click in the flow you want to check and choose Edit > Select All In Flow. The flow is highlighted,
showing how it traverses the pages of the document.
3) To move through a flow’s text flow’s text frames, do one of the following:
– To display the next connected text frame, click in the last line of a text frame and press the
Down Arrow key.
– To display the preceding connected text frame, click in the first line of a text frame and press
the Up Arrow key.

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Set flow direction


Specify the direction of the text in a text frame (left-to-right or right-to-left) in FrameMaker.
You can specify the direction (LTR or RTL) of the text in a text frame. This implies that you can create a
document in which the direction of flows can be different. For example, you can create a document with
two flows where an LTR language (such as English or German) is authored in the left flow and an RTL
language (such as Arabic, Hebrew, or Farsi) is authored in the right frame.
1) Select the text frame.
2) From the Graphics menu, choose Object Properties.
3) In the Text Frame tab, select the required direction from the Direction drop-down and click Apply.

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TEMPLATES

Templates
Know what is a template, what are structured and unstructured templates in FrameMaker.
When you set up a template, you lay out master pages, define and apply formats, and define special text,
such as cross-reference formats and variables.
TIP: For templates you create, set up a template folder that contains the related templates as well as a
document that describes the templates and how to use them.

Unstructured templates
A template is a document that stores properties that are used in more than one place. You can
create a document from a template to give it all the template properties, or you can import specific
properties from the template later. Templates give your documents consistent layout and format-
ting.
Templates can store the following properties:
• Paragraph, character, and table formats that work with formatting information in the element defi-
nitions
• Page layouts that determine the number and position of columns on pages, and background items
such as running headers
• Reference pages that store repeatedly used graphics and formatting information
• Variables you use as placeholders for text that FrameMaker updates
• Formatting information for cross-references, equations, and conditional tags
• Definitions for colors you can apply to text and objects
• Document-wide settings, including footnote properties, custom marker types, and feathering
options for line spacing
• Specifications for combined Japanese and Western fonts (on Japanese-language systems)
Structured templates
Structured FrameMaker comes with Structured Templates for letters, memos, faxes, envelopes,
reports, outlines, newsletters, books, FAQs, and single source books.
Structured templates can store the following properties:
• Element definitions that specify allowable contents, attributes, and formatting for elements
• Paragraphs and characters that work with formatting information in the element definitions
• Variables you use as placeholders for text that FrameMaker updates
• Formatting information for cross-references and conditional tags
• Definitions for colors you can apply to text and objects
NOTE: If you’re working with structured files, an application developer can set up special documents that
handle the translation to and from the Structured Application. These documents can include a template
that formats the structured files in FrameMaker. This template is applied automatically when you import
from the Structured Application.

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TEMPLATES

Design the page layout


Design the page layout, design text formats, standardizing formats, set up numbering, define special text
in FrameMaker.
1) Create a document. You can start with either a custom new document or a copy of an existing docu-
ment you plan to modify.
TIP: To see how facing pages look as you design the page layout, display them side by side. Choose
View > Options, and then choose Facing Pages from the Page Scrolling drop-down list. Make the
document window larger and zoom out, if necessary, to fit both pages in the window.
2) Define the column layout. If you started with a custom document, you have already specified the
margins and the number of columns. If you’re modifying an existing document, you may want to
change the column layout.
3) Add and name any custom master pages you will need.
4) Enter background text and graphics on the master pages, including headers and footers.
If a running header or footer shows the text or an autonumber of a document paragraph, such as a
chapter or section title, it contains a Running H/F variable that refers to the paragraph. To set this
up, determine the style for that paragraph.
5) Define the custom document properties, such as numbering and text options, and specify the view
options.

Designing text styles


After designing the page layout, define how you want the text to be formatted:
• If your document will be opened or printed on computers other than your own, use fonts that are
widely available.
• Paragraph styles provide the foundation of text formatting, so set them up before setting up the
character style.
• When creating a character style, set all the options in the Character Designer as As Is, and then
specify only the settings you want to change. This way, the style will work with any paragraph style.
• Use tags that express the purpose rather than the appearance of the text. For example, name a
format for emphasized text Emphasis rather than Bold. Then if you decide to change to italics for
emphasized text, you can redefine the Emphasis format without having to retag any text.
• Use names that are easily recognizable. For example, you might name the styles for numbered lists
Step1 and StepNext rather than st1and stn. Or, if you want to use the keyboard to apply paragraph
and character styles, consider naming your tags st1 Step1 and stn StepNext. That way the tags and
descriptions are quickly available from the keyboard.
• If the template uses more than one series of autonumbers, add a series label to the format for each
autonumber. For example, define step autonumbers as S:<n+>, where S: is the series label.
• In paragraph styles, use either Space Above or Space Below consistently to add space above or
below the paragraph. (FrameMaker uses only the larger of the two values to determine the space
between paragraphs.)

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Standardizing graphics, frames, and tables


If the documents will contain graphics, frames, or tables, follow these guidelines to maintain consistency:
• Place standard items on a reference page. You can include graphics that users will need again and
again—for example, a symbol that calls attention to notes and cautions, or an anchored frame with
a standard height and width. Users can copy and paste these items as needed.
• Create a paragraph style for anchored frames to provide consistent spacing around graphics. For
example, a paragraph style named Frame could contain a Space Below setting of 20 points and a
Line Spacing setting of zero. Then, each frame could be anchored to a blank paragraph with the
Frame style. Alternatively, you can use single-cell tables and their titles for graphics and their
captions.
• If you will use text frames for graphic callouts, create a paragraph style for the callouts. If you will
use text lines for callouts, create a character style. (You can’t apply a paragraph style to a text line.)
• Choose a color model and redefine colors and color views if necessary.
• Prepare standard table formats. Not all the properties you set for tables can be imported into
another document. The width of text in actual tables varies greatly, as do other properties. So,
regardless of how you prepare your tables, users will probably need to adjust some of these prop-
erties themselves. Think of your tables as models for users to start with.

Setting up numbering
The page numbering for new documents is set to Restart at 1.
If you are building a template for continuous page numbering in books, you may want to set the page
numbering in the template to Continue Numbering From Previous Page In Book. In addition, you may
want to set the chapter numbering to Continue Numbering From Previous File In Book.

Define special text and fonts


You may need to do the following to set up special text items:
• Select a footnote numbering style and number format, and other footnote properties.
• Define formats for cross-references. Standardize as much of the cross-reference format as possible.
For example, if cross-references should always be introduced by see, include that word in the
format definition.
• Consider defining user variables for product names, document names, and other items that may
change during the course of the project.
• Define condition tags, condition indicators, and view settings for conditional tags.
• Define custom marker types if you have to create specialized indexes.
• Define equation sizes and fonts if any documents will have equations.
• If your documents will contain Japanese-language text, define the combined fonts you want to use
and set the properties of rubi text.

Set up HTML options


If documents based on your templates will be converted to HTML, you will need to set up the mappings
and conversion macros that define how documents are converted.

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TEMPLATES

• Set up the mappings from FrameMaker paragraph styles and character styles to HTML tags.
• Create the conversion macros that convert cross-reference formats to a form suitable for online
documents.
• Create any other conversion macros you may need (for example, to place a logo at the top of every
new web page, or to define the title of the HTML document).

Create templates for generated files


Create templates for generated files, update formats in a generated file, import formats, use the format-
ting of an existing file when generating the new one in FrameMaker.
When you generate a table of contents, an index, or another kind of generated file, if the folder that
contains the source document or book file contains a file whose name matches the generated filename,
FrameMaker uses the formatting of the existing file when generating the new one. In effect, the existing
file serves as the new generated file’s template, just as if you had imported formats from it. Use this
feature to create generated file templates that contain page layouts, paragraph and character styles, and
the formatting information that appears on the reference page.
You can also update the formats in a generated file by importing formats from a template. However,
you’ll probably need to generate the file again after importing formats to see all the formatting.
1) Open the document or book file from which you want to generate the table of contents, index, or
other file.
2) Generate the file.
3) Format the generated file. This formatted file is your template.
4) Save the generated file. Make sure that this generated file template is in the folder that contains
the document or book file that you will use to create a new generated file.
RELATED LINKS:
Import formats from a template or document

Create templates to change conditional tags settings


Know how to create templates to change conditional tags settings in FrameMaker.
If you often change the view of conditional documents in a book, you may find it helpful to have a
template for each view. You can then change the view of all the files in the book at the same time by
importing the conditional tags settings from one of the templates into the book file.
If you want to change the view of a single document that contains conditional tags, it is easier to change
the document’s Show/Hide settings.
1) Set up a basic template for the conditional document with all conditions and condition indicators
visible. You’ll import conditional tags settings from this template before editing a document.
2) Set up a template for each combination of conditions you want to view. Use these templates to
view or print one version of the document at a time. You can also use the template to change vari-
able definitions that are unique to a view.

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TEMPLATES

Change templates for blank paper and text files


Change templates for blank paper and text files, update the page layout in FrameMaker.
You can change the custom template for blank paper so that it contains the formats you want. The
template can contain the same formats as any other template, except for the page layout. The master
page layout, number of columns, and margins are determined when you create the blank paper docu-
ments.
You can also change the custom template that FrameMaker uses when you open text files.
NOTE: You can change the filename that FrameMaker looks for when it creates a blank paper document
or opens a text file.

Change the template for blank paper


1) Change a document so it contains the formats and settings you want. Leave existing master pages
empty and do not create custom master pages.
2) Remove all text frames from both the left and right master pages—even if a document is
single-sided. If the document is single-sided, choose Format > Page Layout > Pagination, select
Double Sided, and click Set. Then select and delete the text frames on the master pages.
3) Choose Format > Document > Delete Pages and delete all body pages.
4) Save the document, using the Custom file in the FrameMaker fminit folder. (When you choose New
> Adobe FrameMaker document from the context menu in a folder or on the desktop, the
Shellnew.fm file is used.)

Change the template for text files


1) Change a document so it contains the formats and settings you want. For example, you can place
headers and footers, a Paragraph Catalog, and master page graphics in the template document.
2) Delete all text on the body pages.
3) Click in the empty text frame on page 1, and tag it with the paragraph style you want all text in the
document to use. The default template uses the paragraph style “Body”.
4) Save the document, using the txttmplt file in the FrameMaker fminit folder.

Import formats from a template or document


Know how to import formats from a template or a document, know more about import and update
settings in FrameMaker.
You can import paragraph styles, table styles, variable definitions, and other properties from any docu-
ment.
You can also retain or remove any format overrides in the document—for example, changes that were
made to a paragraph but not stored in the Paragraph Catalog.

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TEMPLATES

Import styles
1) Open the document that contains the formats you want to import.
2) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to update.
3) In the document or book you’re updating, choose File > Import > Formats.
4) Do one of the following:
– To import formats from a document, choose the document from the Import From Document
drop-down list. The drop-down list lists all open, saved documents.
– To reapply formats from the current document, choose Current from the Import From Docu-
ment drop-down list.
5) Select the Import and Update settings you want to apply to the current document. By default, all
options are selected. To deselect or select all options at once, click Deselect All or Select All. If
you’re updating variable definitions, cross-reference formats, or math definitions, and if any of
these items use character styles, select Character Styles so that the formats are added to the docu-
ment.
6) To remove changes that you made to individual formats and didn’t save in a catalog, do the
following:
– To remove page breaks that are not a part of a Paragraph Catalog format, select Manual Page
Breaks.
– To remove paragraph, character, page layout, and table formatting overrides, select Other
Format/Layout Overrides.
7) Click Import.
RELATED LINKS:
About layout overrides

About import and update settings


When you import formatting information from a template, FrameMaker merges the information into the
document rather than completely replacing the information. For example, when you import paragraph
styles, FrameMaker adds the styles to the document’s Paragraph Catalog. If any styles have the same
name in both documents, the imported style overwrites the original style. Any styles that are not over-
written remain in the document.
NOTE: Format names are case-sensitive, so Body is not the same as body.

Paragraph styles
The template’s Paragraph Catalog is merged into the document, and all styles in the catalog are
reapplied in the document. The template’s PDF bookmark settings are also copied into the docu-
ment.
Character styles
The template’s Character Catalog is merged into the document, and all styles in the catalog are
reapplied in the document.

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TEMPLATES

Page layouts
The template’s master pages are merged into the document, and body pages are updated with the
master page changes. If the template and the document both have a master page with the same
name, the template’s master page replaces the document’s. FrameMaker copies the change bar
properties, all the settings in the Page Size and Pagination dialog boxes, and most settings in the
View Options dialog box.
Table formats
The template’s Table Catalog and ruling styles are merged into the document, and all formats in the
catalog are reapplied in the document.
Color definitions
The template’s color definitions and views are merged into the document.
Document properties
The template’s custom marker types and footnote properties; the volume, chapter, page, para-
graph, footnote, and table footnote numbering styles in the Numbering Properties dialog box; the
characters in the Allow Line Breaks After setting in the Text Options dialog box; and the Feather
settings in the Line Layout dialog box are merged into the document. The PDF Setup settings (other
than the bookmark settings) are also merged into the document. On Japanese-language systems,
the rubi properties and kumihan rules (Japanese-language typesetting rules) are also merged into
the document.
Reference pages
All the template’s reference pages (except for FrameMath reference pages) are merged into the
document. If the template and the document both have a reference page with the same name, the
template’s reference page replaces the document’s. To import FrameMath reference pages, select
Math Definitions.
Variable definitions
The template’s variable definitions are merged into the document.
Cross-reference formats
The template’s cross-reference formats are merged into the document, and internal cross-refer-
ences are updated.
Conditional tags settings
The template’s condition tags and Show/Hide settings are merged into the document and applied
to conditional tags.
Math definitions
The template’s equation size and font settings, custom math element definitions, and FrameMath
reference pages are copied into the document. If a custom math element in the document is
deleted when the reference pages are merged, FrameMaker replaces the math element in equa-
tions with the name of the element enclosed by question marks.

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TEMPLATES

Combined fonts
On Japanese-language systems, the specifications for combined Japanese and Western fonts are
merged into the document and applied to text that uses combined fonts.

200
IMPORT FORMATTING PROPERTIES

Import formatting properties


Learn about importing formatting properties in Adobe FrameMaker.
In this topic
• Introduction
• Format settings
• Import properties from a template

Introduction
You can import a wide variety of formatting information—including page layouts, paragraph and table
formats, variable and color definitions, object properties as a style, and conditional tags settings. If your
source document has any conditional expressions created, they, along with their Show As Per Expression
status are also imported into the target documents. Similarly, in structured documents, any Filter By
Attribute settings that you defined are also imported.
1) Open the template with the formats. The template must be named and saved.
2) Open the document or book that you want to update. If a book window is active, select the docu-
ments you want to update.
3) In the document or book you’re updating, choose File > Import > Formats.
4) Choose the template from the Import from Document drop-down list. The menu lists all open,
named documents.
You can also choose the current document to reapply the formats the document already has. This is
useful mainly for removing formatting changes, as described in step 6.
5) Select the Import and Update settings you want to apply to the current document.
– If you’re updating cross-reference formats, math definitions, or variable definitions, and if any
of these items uses character styles, also select Character Styles so that any new styles are
added to the document.
– If the HTML mappings have been modified, select Reference Pages.
6) If you want to remove formatting changes that are not saved in catalog styles, do the following:
– To remove page breaks that are not part of a paragraph style, select Manual Page Breaks.
– To remove paragraph, character, page layout, and table formatting overrides, select Other
Format/Layout Overrides.
IMPORTANT: In most cases, do not select Other Format/Layout Overrides in a structured document
because the element definitions sometimes use format overrides.
7) Click Import.

Format settings
When you import styles, FrameMaker merges the new formatting information into the document.

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IMPORT FORMATTING PROPERTIES

For example, if you import table styles, the styles are added to the Table Catalog. If a style already in the
catalog has the same name as an imported style, the imported style replaces the original one. Any styles
that are not overwritten remain in the catalog.

Paragraph styles
The template’s Paragraph Catalog is merged into the document, and all styles in the catalog are
reapplied in the document.
Character styles
The template’s Character Catalog is merged into the document, and all styles in the catalog are
reapplied in the document.
Page layouts
The template’s master pages are merged into the document, and body pages are updated with the
master page changes. If the template and the document both have a master page with the same
name, the master page of the template replaces that of the document. FrameMaker copies the
change bar properties, all the settings in the Page Size and Pagination dialog boxes, and most
settings in the View Options dialog box.
Table formats
The template’s Table Catalog and ruling styles are merged into the document, and all formats in
the catalog are reapplied in the document.
Color definitions
The template’s color definitions and views are merged into the document.
Document properties
The template’s custom marker types and footnote properties; the volume, chapter, page, para-
graph, footnote, and table footnote numbering styles in the Numbering Properties dialog box; the
characters in the Allow Line Breaks After setting in the Text Options dialog box; and the Feather
settings in the Line Layout dialog box are merged into the document. The PDF Setup settings (other
than the bookmark settings) are also merged into the document. On Japanese-language systems,
the rubi properties and kumihan rules (Japanese-language typesetting rules) are also merged into
the document.
Reference pages
The template’s reference pages (except for FrameMath™ reference pages) are merged into the
document. If the template and the document both have a reference page with the same name, the
reference page of the template replaces that of the document. To import the FrameMath reference
pages, select Math Definitions.
Variable definitions
The template’s variable definitions are merged into the document.
Cross-reference formats
The template’s cross-reference formats are merged into the document, and internal cross-refer-
ences are updated.

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IMPORT FORMATTING PROPERTIES

Conditional tags settings


The template’s condition tags and Show/Hide settings are merged into the document.
Math definitions
The template’s equation size and font settings, custom math element definitions, and FrameMath
reference pages are copied into the document. If any custom math elements in the document are
deleted when the reference pages are merged, FrameMaker replaces the math elements in equa-
tions with the name of the math element enclosed in question marks.
NOTE: In FrameMaker equations, the term “math element” refers to part of an expression. A math
element is not a structural element.
Combined fonts
On Asian-language systems, the specifications of combined fonts are merged into the document.
Object styles
The properties of objects such as images, anchored frames, graphics, equations, and others avail-
able in the template are merged into the document.

Import properties from a template


You can import element definitions and other properties into your document from any FrameMaker
document. Typically, this other document is a template that you did not use for creating the document.
If you created your document from the appropriate template, you don’t need to import properties; the
document already has the properties it needs.
If your document’s template has been revised, import from the template again to update your docu-
ment.
You can also import properties into all the files in a book at once.
RELATED LINKS:
Import styles into a book
Formatting overrides

203
EDITING CONTENT

Editing content
Learn how to edit content in Adobe FrameMaker.
FrameMaker provides you with a variety of options and tools to author content.
Besides text, you can add graphics, images, tables, and links to your documents.
You can also include complex mathematical equations and QR codes.

204
TEXT AND SPECIAL CHARACTERS

Text and special characters


Know how to add text and special characters to the document in Adobe FrameMaker.
As an authoring environment, Adobe FrameMaker provides you will the tools to easily add text (including
special characters) to a document.
While text includes the standard characters such as letters and numbers, you can also enter characters
such as tab, bullet symbols, mathematical symbols.

Add text and special characters


Know how to add text, special characters, tabs , special spaces and smart quotes in FrameMaker.
The insertion point marks where you enter or edit text. The location of the insertion point determines
the paragraph to which paragraph formatting commands are applied.
You can also insert special text items, such as cross-references, footnotes, variables, and markers from
the Special menu. When you click a special text item, such as a cross-reference, variable, or text inset,
you select the entire item.
If you can’t place the insertion point in or next to text, consider these possible reasons:
• The text is background text that was typed on a master page. Display the master page that contains
the text and place the insertion point in the text on that page.
• The text was automatically generated, as with paragraph autonumbers, cross-references, or
headers and footers.
RELATED LINKS:
Change tab stops
Text and special characters

Special characters
In this topic
• Introduction
• Tabulators
• Whitespace characters
• Smart quotes

Introduction
In addition to standard characters, you can type bullets, dashes, fixed-width spaces, mathematical
symbols, international characters, and other special characters.
NOTE: In FrameMaker, character (alt) sequences are not implemented for Dingbats and Symbol fonts
because Unicode equivalents of codepage 1252 for these fonts are provided by default. The character
(alt) sequences are implemented for the MakerRoman font family only.

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TEXT AND SPECIAL CHARACTERS

For a list of characters in the Symbol and Zapf Dingbats fonts, a list of accented characters in the standard
character set, and information on inserting the Euro currency symbol, see the online manual
FrameMaker Character Sets.
Some special characters are entered or displayed differently in dialog boxes. In Windows, you enter a
sequence of characters beginning with a backslash (\), these sequences are listed in Dialog boxes.

Tabulators
Each time you press tab ?, a tab symbol is embedded in the text. The symbol does not appear in the
printed document, but it is visible onscreen when text symbols are visible.
If the current paragraph has tab stops set, FrameMaker moves the insertion point and text one tab stop
each time you press tab ?. If tab stops are not set, pressing tab ? doesn’t move the insertion point and
text. If you press tab ? more times than you have tab stops, the Tab symbols overlap. If you later add tab
stops to the paragraph, FrameMaker positions the text correctly at the tab stops.
FrameMaker uses tab stops that are absolute rather than relative. With relative tab stops, each time you
press Tab, the insertion point moves to the next available tab stop. With absolute tab stops, the nth tab
on a line moves the insertion point to the nth stop. If that tab stop is to the left of the insertion point, the
insertion point does not move.

Whitespace characters
When you press the space bar, you insert a proportional space (whose width depends on the characters
on either side of it). You can also insert special fixed-width spaces—for example, to increase the space
between two words. When you type a special space between two words, the words always remain
together on one line.
You can use the following types of special spaces:
• An em space is the same width as the point size of the font you use. For example, if you use a
10-point font, an em space is 10 points wide.
• An en space is half the width of an em space.
• A numeric space is the same width as the font zero (0) character. All digits are typically the same
width. This space is useful for aligning numbers in a column without using tabs.
• A thin space is one-twelfth the width of an em space. A thin space is used to separate a number and
the unit of measure that follows it, or characters that appear too close together—such as ” /)”.
• A nonbreaking space is the same width as the default space width for the font.
When Smart Spaces is on, you can’t type more than one proportional space in a row. However, you can
type multiple fixed-width spaces.

Smart quotes
When Smart Quotes is on, FrameMaker uses a curved left, right quotation mark, or the quotation marked
you have defined in the Preferences dialog. Whenever you press the single or double quote ( , , or )
key, the configured quotation mark is entered based on your preferences. As the Smart Quotes are
language-dependent, the language defined for the paragraph style determines the quote to use.
NOTE: If you prefer straight quotation marks, turn off Smart Quotes.

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TEXT AND SPECIAL CHARACTERS

Smart Quotes doesn’t apply to text in dialog boxes. For information on typing quotation marks and apos-
trophes in dialog boxes, see Character sets.
1) To set smart specials in the book window, select the documents you want to affect.
2) Choose Format > Document > Text Options.
3) Change the Smart Spaces or Smart Quotes option and click Apply.
TIP: When you select Smart Quotes, FrameMaker doesn’t change any quotation marks that are already
in the document. To find straight quotation marks and apostrophes, and change them to curved quota-
tion marks and apostrophes, use the Spelling Checker or the Find/Change command.

207
IMPORTING AND LINKING FILES

Importing and linking files


Know how to import and link files in FrameMaker.

208
Import and link methods
Understand the import and link methods, import text, graphic, audio, video, and object. Use clipboard,
drag-and-drop, import, object command in FrameMaker.
In this topic
• Introduction
• Import from the clipboard
• Use drag-and-drop
• Import By Reference
• Copy Into Document
• Use the File > Import > Object command

Introduction
You can import other Adobe FrameMaker documents, documents created in other applications, text
files, audios, videos (including YouTube videos), and graphic files. You can also import 3D objects into
FrameMaker documents.
An imported object can simply be copied into the document. It can also be linked—such as when you
import by reference—so that it remains tied to its source for easy updating.

Import from the clipboard


Perhaps the easiest way to import text and graphics is by copying to and pasting from the clipboard.
When using this method, keep in mind the following:
1) Select the object or text you want to copy and choose Edit > Copy. The contents is copied to the
clipboard.
2) Place the insertion point in the document where you want to paste the content, and then choose
Edit > Paste.
When using this method, keep in mind the following:
• You can convert tab-delimited text to a table using the Table > Convert To Table command.
• Text formatting is lost unless you’re pasting into another FrameMaker document.
• Choosing Edit > Paste Special offers you more options. For example, you can choose to paste text
in the RTF format or as an embedded Microsoft Word document. If you want to apply FrameMaker
formats, then paste clipboard content as text. For graphics, you can paste clipboard content as an
embedded bitmap, a device independent bitmap, or a metafile.
• When you copy and paste text of a specific direction (LTR or RTL) into a FrameMaker document,
you need to ensure the text direction of the destination location (document, table, or paragraph)
is set to the same direction.

Use drag-and-drop
Import and export are greatly simplified when you can drag an object to its new location.
FrameMaker supports the following drag-and-drop operations:

209
• Move a graphic from one open FrameMaker document window to another by dragging the graphic.
You can also copy it by Control-dragging it or display a context (shortcut) menu when you drop it
by right-dragging it.
• Drag a graphic between a FrameMaker document window and any other application that supports
drag-and-drop operations.
• Drag a graphic file from a folder or the desktop into an open document window.
• Drag one or more document files into the application window to open the files, or you can drag a
single file into a document window to embed that file.

Import By Reference
Importing by reference keeps the imported text or graphics linked to the source file. FrameMaker stores
the path to the source file in the document. Each time you open the document, FrameMaker locates the
file on the disk and displays it.
If the source file changed, FrameMaker updates the document with the latest version. Importing by
reference can reduce the total file size because it lets you use the same material in several places without
storing the contents of imported images or text in the FrameMaker document. Text imported by refer-
ence is called a text inset.
1) Choose File > Import > File. The Import dialog opens.
2) Select the file you want to import, and then select Import By Reference.
3) Click Import.
For information on how the path is stored when importing by reference, see Using paths when importing
by reference.

Copy Into Document


Importing by copying makes it easy to transfer the imported material from one location to another, but
it increases the document size. In addition, if you change the source material, you need to reimport it to
update the document with the latest version.
1) Choose File > Import > File. The Import dialog opens.
2) Select the file you want to copy into the document. Select Copy Into Document.
3) Click Import.

Use the File > Import > Object command


The main benefit of using Object Linking and Embedding (OLE) is to display visualizations of data created
in programs other than FrameMaker. The File > Import > Object option associates the imported object
with the program used to create it so that you can edit the object in its native software. For example, you
can insert a pie-chart created using Microsoft Excel in a FrameMaker document. Each time you
double-click the inserted object, FrameMaker opens it in Microsoft Excel for you to edit.
NOTE: You cannot embed or link an object whose native software is not installed on your computer. For
example, if you open a document having a Photoshop image embedded through File > Import > Object,
you need to have Photoshop installed on your computer to be able to edit this image.

210
Consider the following factors when deciding whether to import text and graphics by reference or to use
OLE to embed or link them instead:
• If the material you want to include comes from another FrameMaker document, use import by
reference. This provides many more import options.
• If you want to collapse a linked file to an icon instead of displaying the full contents of the file in
your document, use OLE linking.
• If the material you want to include is in a format that FrameMaker can’t open, use OLE.
• If you edit or view your document on multiple platforms, use import by reference. OLE works only
in Windows.
• If the text or graphics you want to include comes from an application that doesn’t support OLE, use
import by reference.
RELATED LINKS:
Import text
Import graphics
Embed objects

211
Using paths when importing by reference
Understand paths when importing by reference, relative path and absolute path in Adobe FrameMaker.
When you import by reference with File > Import > File, the path to the text or graphic can be either
absolute or relative. A relative path begins at a current folder or one folder up the hierarchy and specifies
the file’s location from there. An absolute path begins at the root of the file system (the topmost folder)
and fully specifies the file’s location from there. Following are two examples of absolute paths.
• D:\Graphics\Mountain.gif
• \\DocServer\Graphics\Mountain.gif
FrameMaker stores relative paths whenever possible so that it can find an imported file even when you
move both the document and the source file—as long as you keep the files in the same relative locations.
If you save the document in a different folder, FrameMaker adjusts the paths of the imported files
accordingly. However, if the path to the imported file traverses the root (the topmost folder) of the file
system, FrameMaker uses absolute paths that begins at the root.
To ensure that FrameMaker uses relative paths, make sure that it does not have to traverse the root to
locate the file.

212
Import graphics
Use import file command to import graphics, learn about graphics format, locate missing graphics, add
graphics to structured documents and anchored frames in FrameMaker.
In this topic
• Introduction
• Import a graphic
• Import JPEG 2000 files
• Import SVG images
• Import Adobe Photoshop files
• Import Adobe Illustrator files
• Locate a graphic FrameMaker can’t find
• View an imported graphic’s filename

Introduction
You can import numerous graphic/image formats into a FrameMaker document. The following list
captures some of the most commonly used image file formats that you can import in FrameMaker:
• Adobe Illustrator (AI)
• Adobe Photoshop (PSD)
• Adobe PDF
• Bitmap (BMP)
• Device-Independent Bitmap (DIB)
• Drawing Interchange Format/Drawing Exchange Format (DXF)
• Computer Graphics Metafile (CGM)
• Enhanced Metafile (EMF)
• Encapsulated Postscript (EPS)
• Graphic Interchange Format (GIF)
• Joint Photographic Experts Group Graphics (JPEG, JPEG2000)
• Portable Network Graphics (PNG)
• Scalable Vector Graphics (SVG)
• Tagged Image File Format (TIFF)
• Universal 3D (U3D)
• WebP
• Windows Metafile (WMF)
• Icon (ico)
• FrameVector
• FrameImage
NOTE: FrameMaker doesn't support SWF file format for Update 3 of Adobe FrameMaker
(September 2022 release) or later. For the existing files, if you had referenced an SWF image, then

213
the image isn't shown and appears as a gray box. If you copied the image, it's shown in the docu-
ment.
Consider the following points while importing or working with image files in FrameMaker:
• Use File > Import > File or Insert > Image to import graphics.
• You can import a graphic into an anchored or unanchored graphic frame, into a rectangle that
serves as a bounding box, or directly onto a page. If you want the graphic to move with text as you
edit the document—for example, a graphic in longer documents or documents intended for HTML
conversion—import the graphic into an anchored frame. If you want the graphic to stay where you
place it—for example, if the graphic is the logo of a letterhead—import it onto the page and posi-
tion it where you want it.
• When you import a graphic, you can specify an import filter on the basis of the graphic’s format.
When you import a bitmap image, you also specify its scale in dots per inch (dpi). The larger the dpi
value, the smaller the graphic is on the page.
• While importing image with transparent background, FrameMaker maintains the image’s transpar-
ency in the published PDF output.
NOTE: PDF outputs generated using the Distiller option partially maintain the transparency in the
background.
• When you copy an image, or copy an image by reference, into a document, you can specify an HTTP
path from which to import the graphic. The HTTP path is preserved in the XML roundtrip.
• By default, FrameMaker imports images by reference. If you want to copy images into the docu-
ment by default, deselect the Import Image by Reference option in the Preferences dialog in
section Global, General.
• You can also import graphics by dragging-and-dropping graphic file from Windows Explorer onto
your document. The image gets added in an anchored frame. In case of structured document, the
relevant image element is applied on the inserted image.

Import a graphic
1) Specify the position of the graphic by doing one of the following:
– To place the imported graphic in a graphic frame, select an existing frame or place an insertion
point in a text frame.
– To place the imported graphic directly on a page, click in the page margin.
– To use a drawn rectangle to define the size of the imported bitmap graphic, select an existing
rectangle or draw one (do not select an anchored or unanchored frame). The graphic replaces
the rectangle if the Fit in Selected Rectangle option is selected when you import; however,
the aspect ratio of the graphic remains unchanged.
– To replace an existing graphic, select it.
2) Choose File > Import > File to open the file Import dialog.
Or,
Choose Insert > Image to open the Insert image dialog.

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3) In the file Import dialog, select the graphic file you want to import, or specify the HTTP path of the
graphic file to import, and the import method. Once you have selected an image or provided the
URL, click Import.
4) In the Insert image dialog, select the graphic file you want to import and click Open.
5) If the Unknown File Type dialog box appears, select a file type in the scroll list and click Convert.
6) If the Import Graphic Scaling dialog box appears, choose a scaling option or Fit in Selected Rect-
angle and click Set.
TIP: For the best printed results, choose a dpi value that divides evenly (or leaves only a small remainder)
into the resolution of your printer or typesetter. For the best screen representation, choose a dpi value
that divides evenly into your screen resolution. (Windows screens typically have a resolution of 96 dpi.)

Import JPEG 2000 files


FrameMaker supports JPEG 2000, a version of the JPEG image-compression format.
When importing JPEG 2000 files, the filter converts the supported color modes of RGB, CMYK, Grayscale,
and LAB and discards unsupported modes such as Index. The filter does not support 16-bit-per-channel
images. While importing, if the Unknown File Type dialog box appears, select JPC, J2C, JPX, JPF, J2K, or
JP2, and click Convert.
The file importing procedure is same as explained in the Import a graphic section.

Import SVG images


You can import Scalable Vector Graphics (SVG) into your document.
FrameMaker prints Scalable Vector Graphic (SVG) images to PostScript printers by rendering the images
as vector graphics using Encapsulated PostScript (EPS). For non-PostScript printers, FrameMaker uses the
FrameImage format.
In addition, when you create a PDF file from a document containing an SVG image, the image appears as
vectors, which improves its look in Acrobat and allows you to zoom in on it without pixelation.
NOTE: Embedded SVG image animations are not supported in FrameMaker.

Import Adobe Photoshop files


FrameMaker supports importing of Adobe Photoshop (PSD) files. FrameMaker converts PSD files to
native FrameImage format and converts the color space (Photoshop RGB, CMYK, LAB, Indexed, Gray-
scale, or Bitmap) to RGB.
In FrameMaker (2019 release): When creating a PDF with the PDF engine of FrameMaker (2019 release),
FrameMaker keeps the PSD's color space (e.g. RGB or CMYK) in the published PDF. If the Photoshop file
has a color profile attached (e.g. sRGB IEC61966-2.1, Adobe RGB, image P3, Euroscale Uncoated v2 etc.),
the color profile is attached to the image in PDF output.
You import PSD files the same way you import other types of graphics.

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Import Adobe Illustrator files
When you import an Adobe Illustrator file into FrameMaker, the file is treated as a graphic, and only one
page can be imported at a time. You can import it either by copy or by reference. Both process and spot
colors can be displayed and printed.
NOTE: Graphics that use transparency do not always print as expected to a PostScript Level 1 or non-Post-
Script printer. If you run FrameMaker using the -noapi option (./maker.exe -noapi), you won’t
be able to import PDF files.
1) In FrameMaker, choose File > Import > File or Insert > Image, and specify the Illustrator file you
want to import.
2) In the file Import dialog, select the graphic file you want to import, or specify the HTTP path of the
graphic file to import, and the import method. Once you have selected an image or provided the
URL, click Import.
3) In the Insert image dialog, select the graphic file you want to import and click Open.
4) If the file has more than one page, specify the page number you want by typing the page number
into the box.
5) Click Select.
Illustrator files are imported at the page size of the file. Resize the anchored frame to crop any white
space from the image.

Locate a graphic FrameMaker can’t find


When you open a document that contains graphic files imported by reference, FrameMaker looks for the
referenced graphic files. If FrameMaker can’t find a referenced graphic file, it displays a dialog box.
1) When FrameMaker displays the Missing File dialog box, do one of the following:
– To find and display the graphic, use the scroll list to select it and click Update Document to
Use New Path. FrameMaker continues to use the new path to try to find other missing files
while opening the document. That way, if you move all your graphic files to a new location,
you specify the new path only once.
– To skip the graphic file, click Skip This File. The skipped graphic appears as a gray rectangle in
the document. The next time you open the document, FrameMaker tries to find the file again.
– To skip other graphic files if they can’t be found, click Ignore All Missing Files.
2) Click Continue.

View an imported graphic’s filename


Select the graphic that has been imported by reference and choose Graphics > Object Properties. The
graphic’s name and path appear in the Object Properties panel.
RELATED LINKS:
Using paths when importing by reference
Import and link methods
Resize imported graphics
Embed objects

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Insert imported graphic elements into structured documents
Use import file command to import graphics, learn about graphics format, locate missing graphics, add
graphics to structured documents and anchored frames in FrameMaker.
In this topic
• Introduction
• Insert an imported graphic element
• Use an invalid imported graphic element
• Add an imported graphic to an existing anchored frame

Introduction
Some graphic elements are defined for you to import a graphic along with the element. When you insert
the element, FrameMaker displays an import dialog box. The graphic you import appears in an anchored
frame below the line with the anchor symbol, and the frame is automatically sized large enough for the
graphic.
NOTE: By default, the @placement attribute of <image> element is set to break. You can change this
default behavior to insert images inline by setting OverrideDefaultImageRenderingToBreak=0
in the ditafm.ini.

Figure 1: Imported graphic in an anchored frame


After inserting the element, you can edit the frame by moving it, resizing it, and so on.
You can also import a graphic into an existing anchored frame—for example, if you used a graphic
element that placed an empty frame in the document.
When you import a graphic element, you can make it part of your document (imported by copying) or
keep it linked to its original application or document (imported by reference).
You can also import a graphic by dragging-and-dropping graphic file from Windows Explorer onto your
document. The image gets added in an anchored frame.
For information on inserting an imported graphic that’s not an element (which you can do only in an
unstructured flow), see Import graphics.

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Insert an imported graphic element
1) Click where you want to anchor the frame.
2) Select an imported graphic element in the Element Catalog, and click Insert.
You can also use File > Import > File or Insert > Image to insert an element. Select a file and click
Import. If more than one imported graphic element is available, choose the one you want from the
Element Tag drop-down list in the next dialog box that appears.
3) Select the graphic file you want to import and specify whether to import by copying or by reference.
4) Click Import.
5) If the Unknown File Type dialog box appears, select a file type in the scroll list and click Convert.
6) If the Import Graphic Scaling dialog box appears, choose a scaling option or Fit in Selected Rect-
angle and click Set. The larger the dpi (dots-per-inch) value, the smaller the graphic is on the page.
An anchored frame with the imported graphic appears in the document window, with an anchor symbol
at the insertion point. A bubble with the text snippet <GRAPHIC> appears in the Structure View.
If no imported graphic element is available at the location you want, you can use an invalid element.
After inserting the element, talk to your developer about making the element valid at this location.

Use an invalid imported graphic element


Do one of the following:
• To use an element that is valid in another part of the document, either insert the element in a valid
location and then move it, or use the All Elements setting to make the element available every-
where and then insert the element where you want it.
• To insert an invalid element with the default element <GRAPHIC>, use File > Import > File or Insert
> Image to import a graphic. The element is the default one if no defined imported graphic
elements are available.

Add an imported graphic to an existing anchored frame


Select the frame and use File > Import > File or Insert > Image to import the graphic.
RELATED LINKS:
Fill and edit anchored frames
Import and link methods
Copy Into Document
Change the scope of elements available in a structured document

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Import audio, video, and 3D objects
Learn how to import videos (including YouTube videos), audio, and 3D objects. Manage documents with
3D objects, set views and lighting schemes, poster files in FrameMaker.
Inserting multimedia files into your document is very easily and simple. FrameMaker allows you to insert
or import audio files (.mp3), videos files (*.mp4), and even YouTube videos into your documents.
You can also import 3D objects (U3D format) into documents by copying or by reference. You can set
parameters for the 3D object, such as default view, rendering mode, background color, and lighting
scheme. You can also choose to render a 3D object in an anchored or unanchored frame.
For a series of tutorials and demonstrations on using rich media in FrameMaker authoring, watch the
episodes on the Technical Communications channel on Adobe TV.

Supported audio and video file formats


Learn about supported audio and video formats, how to import videos, and how to set a poster image
for an audio or video in Adobe FrameMaker.
You can add audios or videos to documents by embedding media files. FrameMaker supports the
following media formats:
• AIF/AIFF (Audio Interchange File Format) WMV
• ASF (Advanced Systems Format File)
• AU (Audio File)
• AVI (Audio Video Interleave File)
• FLV (Flash Video File)
• IVF (Indeo Video Format File)
• KAR (Karaoke MIDI File)
• M1V (MPEG-1 Video File)
• M3U (Media Playlist File)
• MID (MIDI File)
• MOV (Apple QuickTime Movie)
• MP2 (MPEG Layer II Compressed Audio File)
• MP3 (MP3 Audio File)
• MP4 (MPEG-4 Video file)
• MPA (MPEG-2 Audio File)
• MPE (MPEG Movie File)
• MPEG (MPEG Movie)
• MPG (MPEG Video File)
• QT (Apple QuickTime Movie)
• WAV (DTS-WAV File)
• WMV (Windows Media Video File)
• YouTube videos

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For more information see Embed objects.
When you print a document containing a QuickTime movie, only the movie title appears.
NOTE: Don’t move or delete the original QuickTime movie file, even if you used the Copy into Document
option when you imported it. Even with this option, the entire QuickTime movie is not copied into your
document.

Import audio and video files


Learn how to import or insert audio and video files into your structured and unstructured FrameMaker
documents.
FrameMaker supports importing audio (*.mp3) and video (*.mp4) files into your document. When you
publish your document, these files are also embedded in the published output.
1) Place the insertion point in your document where you want the media file to appear.
2) Depending on the file type you want to insert or import, perform the following task:
– Choose Insert > Multimedia > Audio to insert or import an audio file.
The following screenshot displays the audio file insertion dialog for an unstructured docu-
ment:

Figure 1: Audio file insertion dialog for an unstructured document


– Choose Insert > Multimedia > Video to insert or import a video file.
The following screenshot displays the video file insertion dialog for a structured DITA docu-
ment:

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Figure 2: Video file insertion dialog for a structured document
3) Navigate to, and select the file you want to insert.
4) Click Open.
The selected file is inserted in your document. The following screenshot shows the video and audio
files inserted in a document.

Figure 3: Video and audio file inserted in a document

Insert YouTube videos


Learn how to insert YouTube videos in your structured DITA or unstructured FrameMaker documents.

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Similar to how you insert an audio or video file, you can insert a YouTube video in your document.
1) Place the insertion point in your document where you want to insert the YouTube video.
2) Choose Insert > Multimedia > Online Video.
3) Depending on the type of document that you are working on, you will see one of the following
dialogs:
– Unstructured document: If you are working in an unstructured document, the following
Online Video dialog appears:

Figure 4: Insert YouTube video in an unstructured document


Enter the video’s short or complete URL or video embedding HTML code in the dialog.
NOTE: For information on getting the short or complete URL of a YouTube video, check
YouTube Help.
– Structured DITA or LwDITA document: If you are working in a structured DITA 1.3 or LwDITA
document, the following Insert Online Video dialog appears:
IMPORTANT: This process of inserting YouTube videos is currently not supported for Specialized
or custom XML applications.

Figure 5: Insert YouTube video in a structured document

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Enter the video’s short or complete URL in the dialog.
NOTE: Embedding HTML code of a YouTube video is currently not supported for structured
documents.
4) Click Insert.
The YouTube video is inserted into your document.

Additional notes on inserting audio, video, and YouTube video in structured DITA documents
• When you insert an offline video or audio file, or an online YouTube video in a DITA document,
FrameMaker uses the <object> element to store the file’s link. The <object> element contains
the <param> element with @name and @value attributes, which define the source and path of
the inserted file. In case of a YouTube video, the @value attribute contains the URL or HTML code
of the YouTube video.
The following screenshot shows the XML View of a DITA document with YouTube video, a local video
file, and an audio file inserted:

Figure 6: XML View of the inserted YouTube, video, and audio file in DITA document
• When you are working in a Lightweight DITA (LwDITA) document, then the YouTube video and a
local video file is inserted within a <video> element and the audio file is inserted within an
<audio> element. The <video> and <audio> elements contain inserted file's location within
the <media-source> element's @value attribute. The <media-source>@value attribute
contains the URL or HTML code of the YouTube video.
The following screenshot shows the XML View of a LwDITA document with YouTube video, a local
video file, and an audio file inserted:

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Figure 7: XML View of the inserted YouTube, video, and audio file in LwDITA document

Poster file for a media file


Learn how to set a poster image for a media file in FrameMaker.
In this topic
• Introduction
• Set a poster image
• Reset the poster image

Introduction
You can set a poster file to an imported media file. FrameMaker displays the relevant placeholder image.
For structured documents, if an attribute is defined in the DTD with the name posterfile for a graphic
object, the attribute is automatically mapped to the poster property of the anchored frame. You can also
map any attribute to a poster using a rule in the read write file. The file referred in the attribute becomes
the poster.

Set a poster image


FrameMaker sets the selected image as the poster. If the image that has been set as a poster is missing,
FrameMaker sets a special image as the poster.
1) Right click the inserted media file.
2) Select Set Poster.
3) Select the image file (JPEG, PNG, BMP, or GIF) and click OK.

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Reset the poster image
1) Right click the inserted media file.
2) Select Set Default Poster.

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Working with 3D objects in Adobe FrameMaker
Learn how to import 3D objects, manage documents with 3D objects, set views and lighting schemes, and
set a poster image for a 3D object in Adobe FrameMaker.
In this topic
• Import a 3D object
• Save a document containing 3D objects as PDF and XML
• Save documents containing 3D objects as XML
• Print a FrameMaker file with 3D objects
• Set the background color for a 3D object
• Set lighting schemes for a 3D object
• Set views for 3D objects in FrameMaker
• Set rendering mode for a 3D object in FrameMaker

Import a 3D object
1) Place the insertion point in your document where you want the 3D object to appear.
2) Choose File > Import > File or Insert > Image.
3) Navigate to and select the U3D file you want to import.
4) Select the Copy Into Document or Import By Reference option.
5) Click Import.
6) If prompted, select the desired DPI and click Set.
When you click Set, the bitmap of the 3D object appears in the document. If you imported the 3D object
by copying it, the U3D file is embedded in the document as a device-independent bitmap (DIB) in the
document. If you imported the 3D object by reference, a bitmap image linked to the source U3D file is
inserted in the document. Regardless of the method of importing the 3D file, the file is rendered in the
DIB facet in the document.
When you import the 3D object into a document and save it in PDF or XML format, all information about
the 3D object is preserved.

Save a document containing 3D objects as PDF and XML


You can save a document containing 3D objects in PDF and XML formats.
1) Choose File > Open, and then open the FrameMaker book or file containing 3D objects.
2) Choose File > Save As PDF.
3) You can change the save location and the filename if you want, and then click Save.
4) Click Set in the PDF Setup dialog box to generate PDF with the default settings. Or, set additional
options, and then click Set. The U3D file imported into the book or file is saved along with all its
views. When you open the PDF, the view you last selected for the 3D object in the document
displays in the PDF.

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NOTE: By default, FrameMaker is configured to embed 3D objects in PDFs. However, you can disable this
option.
In the PDF, click the 3D object to view the 3D toolbar and to activate the interactive features of the 3D
object. The Adobe Acrobat 3D toolbar, which is displayed above every 3D object in a PDF, lets you zoom,
pan, rotate, and analyze 3D designs.

Save documents containing 3D objects as XML


You can save a FrameMaker file containing a 3D object as XML. When you open the XML file in
FrameMaker, the 3D object is preserved through XML roundtrip. The 3D object is extracted and saved as
an independent U3D file, along with the XML file. When the file is opened again in FrameMaker, the 3D
object appears at the location where it was inserted.
To preserve changes made to a 3D object during a roundtrip in an XML file, add a new attribute called
insetdata with the following properties in the Graphic section of the DTD file, along with other attri-
butes such as Offset and DPI:
insetdata CDATA #IMPLIED
Similarly, you must add the following lines in the XSD file:
<xsd:attribute name="insetdata" type="xsd:string" use="optional"/>
NOTE: The @insetdata attribute does not support read/write rules.
If you don’t modify the DTD and XSD files, U3D files can still be exported to XML. However, changes made
to the U3D file in FrameMaker are not preserved during a roundtrip.
1) Choose File > Open, and open the FrameMaker file containing 3D objects.
2) Choose File > Save As XML or press Esc+f+w+x.
3) You can change the save location and the filename, and then click Save.
NOTE: When you open the XML file in a 3D compatible XML Editor, the relevant graphic element contains
a reference to the U3D file, with the filename and location of the U3D file. If you open the XML file in
FrameMaker, the 3D object appears as a bitmap image.

Print a FrameMaker file with 3D objects


You can print a document with 3D objects. The 3D objects are printed as bitmap images.
1) Open the document containing 3D objects.
2) Choose File > Print.
3) Set the remaining print options as necessary, and then click Print.

Set the background color for a 3D object


You can change the color that appears behind a 3D object. The default background color is white.
1) Select a 3D object.
2) Choose Graphics > 3D Menu option > Background Color.
3) Select the desired color and click OK.

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Set lighting schemes for a 3D object
You can select from a wide range of 3D lighting schemes to cast a 3D object using different light sources.
The default lighting scheme for all 3D objects is Lights From File.
1) Select a 3D object.
2) Choose Graphics > 3D Menu option > Lighting, and choose one of the following light sources: Lights
From File, No Lights, White Lights, Day Lights, Bright Lights, Primary Color Lights, Night Lights, Blue
Lights, Red Lights, Cube Lights, CAD Optimized Lights, or Headlamp.

Set views for 3D objects in FrameMaker


The 3D object you import into a document can contain predefined views. You can change the view set
for the object; the selected view is rendered when the document is saved. When you convert this
FrameMaker document to a PDF, all predefined views of the 3D object are available in the PDF. The last
view that you selected in the document before saving becomes the default view in the PDF.
1) Select a 3D object.
2) Choose Graphics > 3D Menu option > Show Existing Views, choose a view from the list that appears
in the dialog box, and click OK.
NOTE: If you save the document as a PDF, all views of the U3D objects are available in the converted docu-
ment.

Set rendering mode for a 3D object in FrameMaker


The rendering modes for 3D objects vary from the Wireframe, Solid, to Transparent Bounding box. The
default rendering mode is Solid.
1) Select a 3D object.
2) Choose Graphics > 3D Menu option > Rendering Mode, and then choose one of the following
rendering modes: Bounding Box, Transparent Bounding Box, Transparent Bounding Box Outline,
Vertices, Shaded Vertices, Wireframe, Shaded Wireframe, Solid, Transparent, Solid Wireframe,
Transparent Wireframe, Illustration, Solid Outline, Shaded Illustration, or Hidden Wireframe.

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Import PDF files
When you import a PDF file into a FrameMaker document, the PDF file is treated as a graphic. Only one
page of the PDF file can be imported into the FrameMaker document at a time. Both process and spot
colors can be displayed and printed.
Graphics that use transparency do not always print as expected on a PostScript Level 1 or non-PostScript
printer.
1) Specify the position of the graphic.
2) Choose File > Import > File.
3) Select the PDF file you want to import and click Import.
4) If the PDF file has more than one page, specify the page number in the Select PDF Page dialog box.
Use the slider to display a thumbnail image of the page you want, and then click Select.

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Import Microsoft Excel files
Understand how to import Microsoft Excel files (XLS and XSLX) into Adobe FrameMaker.
You can import Microsoft Excel documents with XLS or XSLX extensions into FrameMaker documents.
If you saved your Microsoft Excel document in the Excel 97-2003 Workbook format, you can import it
using the Microsoft Excel or the Microsoft Excel 2016 filter. However, if you want to import a Microsoft
Excel 2016 document, you must use the Microsoft Excel 2016 filter.
1) Click where you want to insert the file, and choose File > Import > File.
2) Specify the file you want to import, select Import by Reference or Copy Into Document option, and
click Import.
Depending on the document you are importing, the Microsoft Excel or Microsoft Excel 2016 filter is
selected in the Unknown File Type dialog box.
3) Click Convert. The Import Text Flow By Copy or the Import Text Flow By Reference dialog box
appears.
4) In the Flow To Import area, select Body Page Flow or Reference Page Flow.
5) In the Formatting Of Imported Flow area, select one of these options:
– To select the Remove Manual Page Breaks option and the Other Format Overrides option,
click Reformat Using Current Document's Formats.
– To convert the imported content to plain text and then insert it in the document, click
Reformat As Plain Text.
– To retain the imported content in its original format and then insert it in the document, click
Retain Source's Formatting.
6) In the Import Text Flow By Reference dialog box, select one of the following options displayed in the
Updating Of Imported Flow area:
– To update the imported flow area automatically, click Automatic.
– To update the imported flow area manually, click Manual.
7) Click Import.

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Import Microsoft Word files
Learn how to import Microsoft Word documents into a FrameMaker document.
You can import Microsoft Word (.doc or .docx) documents into FrameMaker documents.
If you saved your Microsoft Word document in the Word 97-2003 format, you can import it using the
Microsoft Word or the Microsoft Word 2016 filter. However, if you want to import a Microsoft Word
2016 document, you must use the Microsoft Word 2016 filter. You can import RTF files using the Micro-
soft RTF 1.9 filter in the Unknown File Type dialog box.
NOTE: If you are using the 64-bit version of FrameMaker, ensure that you use 64-bit of Microsoft Word
application. Using 32-bit Microsoft Word with 64-bit FrameMaker might not work as expected.
NOTE: When you import a Word document of a specific direction (LTR or RTL) into a FrameMaker docu-
ment, you need to ensure the text direction of the destination location (document, table, or paragraph)
is set to the same direction.
You can follow the given procedure and you can also watch this video on Importing Word Documents
into FrameMaker.
1) Place the insertion point in the document where you want to insert the text, and then choose File
> Import > File.
2) Specify the file you want to import, select the Import by Reference or Copy Into Document option,
and then select Import.
Depending on the document you are importing, the Microsoft Word or Microsoft Word 2016 filter
is selected in the Unknown File Type dialog box.
3) Click Convert. The Import Text Flow by Copy or the Import Text Flow by Reference dialog box
appears.
NOTE: Bookmarks within Word documents become cross-reference markers; annotations in Word docu-
ments become conditional tags with the condition “Comment” when imported by reference; hidden text
in Word documents becomes conditional tags with the condition “Hidden” when imported.
Depending on if you choose Import by Reference or Copy Into Document, you need to follow the steps
in one of the following procedures:

Import by Reference
If you choose Import by Reference in step 2 above:
1) In the Flow to Import area, select a Body Page Flow or a Reference Page Flow.
2) In the Formatting of Imported Flow area, select one of the following options:
– To select the Remove Manual Page Breaks option and the Other Format Overrides option,
click Reformat Using Current Document's Formats.
– To convert the imported content to plain text and then insert it in the document, click
Reformat as Plain Text.
– To retain the imported content in its original format and then insert it in the document, click
Retain Source's Formatting.

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3) In the Import Text Flow by Reference dialog box, select one of the following options in the
Updating of Imported Flow area:
– To update the imported flow area automatically, click Automatic.
– To update the imported flow area manually, click Manual.
4) Click Import.

Copy Into Document


If you choose Copy Into Document in step 2 above:
1) If you choose to import a .docx document, you are prompted with a warning that importing a
Word document of type .docx can cause loss of data. You can still choose to import the .docx
document or you can cancel the procedure and first convert the document to .doc in Word.
FrameMaker analyses the paragraph and character styles in the Word document and maps these
to the paragraph and character styles defined in the current FrameMaker template.
The Word Import dialog displays a message indicating (green indicator) the styles in the source
Word document that matched the styles in the destination FrameMaker template. If a matching
FrameMaker style is not found, the FrameMaker document formats defaults to the source Word
style.
IMPORTANT: The style mapping is performed based on the names of the styles found in the Word and
FrameMaker documents. The mapping is not based on the formatting definition of the styles.
In the FrameMaker document formats list, for each Word style, you have the option to select an al-
ternative FrameMaker style.
2) In the drop-down list, choose a FrameMaker style that you want FrameMaker to apply to the corre-
sponding Word styles in the imported document.
If the FrameMaker template contains a mapping style, the FrameMaker style is displayed, by de-
fault, in the drop-down. You can use this style or choose any other template style from the
drop-down.
3) If no mapping FrameMaker style was found for the Word style, by default, FrameMaker will apply
the Word style formatting. However, you can still choose an alternate FrameMaker style from the
drop-down.
4) If the Word style contains a corresponding FrameMaker style, to use the Word style formatting,
click the Keep Word formatting.
5) For each style map, if you retain the default option <Add new format> or you choose the Keep
Word Formatting option, the Word style definitions are imported into FrameMaker. However, if a
paragraph or character style in Word contains an inline style, select Import Word document inline
styles and list format to include the inline styles in the FrameMaker document.
6) For each table in the Word document, choose to use the table style as defined in the Word docu-
ment or select a FrameMaker table style from the Tables drop-down list.
7) In the Advanced Setting dialog, you can choose to remove the manual page breaks, if any, that are
included in the Word document.
You can also choose to not include empty paragraphs, if any, that are included in the Word docu-
ment.

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8) Click Save Preset File to save the current settings such as the paragraph, character, and table style
mapping settings to a preset file.
Later, if you are importing other documents that use similar styles and you need to use the same
style mapping, click the Open button to use the saved preset file.

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Import MIF files
Understand how to import Maker Interchange Files (MIF) into a FrameMaker document.
MIF is a text format that lets you exchange information between FrameMaker and other applications. All
types of format and page layout information are translated to MIF commands. FrameMaker interprets
the commands in the MIF file, turning them back to formatting and layout properties.
You can import the text of a specified flow of a MIF file as you do any FrameMaker file. When you import
by copying, all reference and master pages are imported as well as the body pages. The body text appears
on a disconnected page.
For information on MIF, see the online manual MIF Reference.

Use MIF Wash utility


FrameMaker is shipped with MIFWash Utility, which is installed by default. The MIFWash Utility allows
you to:
• Run a batch process to convert all old .fm files in a book into newer version without having to
manually convert each file.
• Run a batch process to convert all .fm files in a book into .mif format. This allows you to exchange
information between FrameMaker and other applications.
• Run a batch process to open all files in a book without showing any warning messages for missing
fonts, missing images, and other issues.
• Repair a corrupt FrameMaker file.
To use the MIFWash Utility, launch FrameMaker and open a book file (.book). You will find a new Book
Utilities menu in the main menu. Use this menu to perform the following operations:
• Book MIF Wash: This operation converts all files in a book to MIF format. Before performing this
task, you should create a backup of all files in your book.
• Open All Book Components (Suppress Warnings): This operation opens all files in your book by
suppressing any warning or alert messages.
RELATED LINKS:
Connect text frames
Import formatted text

234
Attach or embed files
Learn how to insert files in your source document and publish them in PDF output.
At the time of authoring, you can add reference documents in your source document itself. These docu-
ments are then attached or embedded in the PDF output. Depending upon the type of preset that you
are using to generate the PDF, you will have to use either the embed or attach file option. For example
PDF/-A2-compliant PDFs support inserting other PDF/A-compliant files, while PDF/A-3-compliant PDFs
can support any file type as an attachment.
• To attach a file, go to Insert > Attach File in PDF.
• To embed a file, go to Insert > Embed File in PDF.
Browse to and select the file that you want to insert, and click Select on the Select File dialog.
The following screenshot shows attached and embedded files in a source document:

Figure 1: Files attached and embedded in the source document


When you generate the PDF output, the inserted files are shown in the Attachments section in Adobe
Acrobat:

Figure 2: Inserted files in PDF output

235
NOTE: It is recommended to embed a file at the end of the document, as it might introduce a blank space
at the insertion point in the published PDF.

236
IMPORT TEXT

Import text
Know how to use import file command to import text, import formatted and unformatted text in
FrameMaker.
In this topic
• Introduction
• Import formatted text
• Import unformatted text

Introduction
You can use the File > Import > File command to import text on all platforms. This method provides more
flexibility than using the clipboard.
However, if you’re working on only one platform, you might want to use a platform-specific approach.
For information, see Embed objects.
The text you import can be formatted or unformatted. Unformatted text contains only the words; it has
no information on fonts, indents, spacing, autonumbering, and so on. Formatted text contains these
types of information.

Import formatted text


You can import formatted text into a FrameMaker document by importing from the following sources:
• A text flow from another part of the same document
• A text flow from another FrameMaker document
• A text flow from another FrameMaker document that is a Maker Interchange Format (MIF) file
• A file created in another application, such as Microsoft Word, which has an installed filter
When you import text from another FrameMaker document, you also import cross-references, foot-
notes, variables, markers, tables, and anchored frames. Conditional tags in the flow is also imported.
When you import text from another application, some of these special items may be imported,
depending on the capabilities of the other application and the filter used.
1) Click where you want to insert the text and choose File > Import > File.
2) Specify the file that contains the flow you want to import and the import method.
3) Click Import.
4) If the Unknown File Type dialog box appears, select a file type and click Convert. The dialog box that
appears next depends on the import method you chose in step 2. The Import Text Flow by Refer-
ence dialog box contains settings for specifying how to update the imported flow. Choose a body
page flow or a reference page flow. Typically, the text you import will come from body pages. Refer-
ence pages can contain flows with boilerplate text or graphics for use on body pages.
5) Specify how to format the imported text by doing one of the following:

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IMPORT TEXT

– To apply the current document’s formats to the imported text whenever their tags match,
click Reformat Using Current Document’s Formats. If the tags don’t match, the formatting of
imported text is unaffected. Usually, you would also select the options to remove manual
page breaks and other format overrides (such as font properties or tab settings) so that the
imported text looks like text in the current document with the same tags.
– To remove the formatting from the imported text and apply the character and paragraph
formatting used at the insertion point, click Reformat As Plain Text. (Text in tables or
anchored frames retains the formatting it had in the source document.)
– To keep the formatting from the source document, click Retain Source’s Formatting. Formats
in the imported text aren’t added to the current document’s format catalogs. If you later
modify the current document’s formats, the imported text formats won’t be affected—even
if the tags in the current document and imported text match.
6) If you are importing the text by reference, specify how to update the text inset by doing one of the
following:
– To update the text inset whenever you open the document, click Automatic.
– To update only when you specify, click Manual.
7) Click Import. If you imported the text by reference, it appears as a text inset. (A text inset is linked
to the source document and can’t be edited outside that source document.)

Import unformatted text


When you import the text from an unformatted text file, you specify whether to import it by copying or
by reference and how to treat lines in the text file. The imported text adopts the character and paragraph
formatting used at the insertion point.
1) Place the insertion point where you want to insert the text, and then choose File > Import > File.
2) Specify the text file you want to import, and the import method.
3) Click Import. The Import dialog box that appears depends on the import method (Import By Refer-
ence or Copy Into Document) you chose.
4) Specify how to treat the imported text by doing one of the following:
– To break the text into paragraphs only at blank lines, click Merge Lines into Paragraphs. Use
this option for a paragraph-oriented text file such as a file containing document text.
– To break the text into paragraphs at the end of each line, click Treat Each Line As A Paragraph.
Use this option for a line-oriented text file such as a file containing computer code.
– To convert the imported text to a table, click Convert To Table. Specify a table format and
other settings. Use this option only if the file contains delimited text, such as text output from
a database program.
5) If you are importing the text by reference, specify how to update the text inset by doing one of the
following:
– To update the text inset whenever you open the document, click Automatic.
– To update only when you specify, click Automatic.

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IMPORT TEXT

6) If necessary, choose a character encoding from the Text Encoding drop-down list. Do this only if
you know that the preselected encoding is incorrect. If you force an incorrect encoding, character
substitution sometimes occurs or some characters appear as question marks.
7) Click Import. If you imported the text by reference, it appears as a text inset.

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SPLIT LARGE DOCUMENTS

Split large documents


Learn how to split large documents that you would have imported from Word, Excel, MIF, or any other
authoring system.
In this topic
• Introduction
• Split a document

Introduction
Generally, when you import a Word or any other document, it is imported as one large document in
FrameMaker. The next task in getting your document ready for use is to split the large document into
smaller, manageable chunks or chapters. Use the Split Current Document functionality to split a large
FrameMaker document into smaller chapters.
The Split Current Document functionality allows you to split any large document using one ore more
paragraph formats or a marker. By default, when you import a document, FrameMaker creates matching
paragraph formats in the imported document. You can also create a marker and apply the marker at the
heading level where you want to split the document. You can also add marker text, which is used to
create the file name of the split chapter. At the end of the document splitting process, FrameMaker
generates a book and associated chapters that are created on the basis of the paragraph formats or split
markers.

Split a document
To split a large FrameMaker document, perform the following steps:
1) Open the document that you want to split.
2) Choose File > Utilities > Split Current Document.
The Split a Document dialog appears.
3) In the Split a Document dialog, specify the following document splitting parameters:
– Source Document: lists the name of the file being split.
– Create in folder: choose a folder where the book file and split chapters are saved.
– Whitespace in File Names: the document splitting process creates a file for every split
chapter. The file name is created using the heading text. In case there are spaces in heading
text, choose how you want those to be handled while creating file names. You can choose to
handle the whitespace in file names as:
• Keep the whitespace.
• Delete the whitespace.
• Replace the whitespace with an underscore.
• Replace the whitespace with a hyphen.
– Special Characters in File Names: Similar to whitespace, choose how to handle any special
character in the file name. You can choose to:

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SPLIT LARGE DOCUMENTS

• Delete
• Replace with underscore
• Replace with hyphen
4) Click Next.
5) Select whether you want to use a marker, paragraph formats, or both to split the document.
NOTE: You can choose multiple paragraph formats to split the document. However, to keep the
document structure clean and simpler, you should not choose more than 2-3 formats.
6) Click Analyse.
FrameMaker shows a structure of the book and chapters that will be created based on the selected
marker and/or paragraph formats.
7) (Optional) Rename the book or chapter files.
– The first file in the list is a book file. To rename the book file, select the book file, enter the
desired file name in the text box, and click Rename Book.
– Select any chapter file, enter the desired file name in the text box, and click Rename Docu-
ment.
NOTE: Double-clicking on a chapter file name takes you to the corresponding heading/topic in the
source document.
8) (Optional) If you do not want to create a separate file for any chapter in the list, you can remove it
and merge its content with the preceding chapter in the list. To merge any chapter, select it and
click Remove from File List. The selected chapter gets merged with the preceding chapter in the
list.
Similarly, if you want to create a separate file for a merged chapter, select the chapter file and click
Convert to File.
While merging or splitting a file, FrameMaker automatically takes care of managing the sequencing
of the file and document structure as per the source document.
9) Click Start the Split.
10) Click Done.
The log file of the document splitting process is shown in a browser and the new book file is opened in
FrameMaker.

241
EQUATIONS

Equations
Know about Placing and displaying equations, inline equations in structured documents, Equations in
graphic frames in FrameMaker.

Placing and displaying equations

You can place an equation inline with paragraph text or display it in a paragraph of its own. In either case,
FrameMaker creates an anchored frame for the equation. You can position an equation with other
objects in an existing graphic frame, to annotate a graphic, for example. The graphic frames that contain
equations can be either anchored or unanchored.

Figure 1: Graphic frames with equations


A. Inline B. Display C. In a graphic with other objects

Inline and display equations in structured documents


An equation element provides a frame with an equation object into which you can enter mathematical
expressions. Like an anchored frame for graphics, an equation frame is anchored to a specific location in
text.
You can insert an equation element inline with paragraph text or in a separate display paragraph.

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EQUATIONS

Figure 2: Equation element - inline and in a separate paagraph


A. Inline equation B. Display equation
An equation element appears in the document structure where it is anchored to text, regardless of the
equation position on the page. In the Structure View, a square-cornered bubble with the snippet
<EQUATION> indicates an equation element. The equation itself is not part of the structure.

Figure 3: Equation element


If you export to SGML or XML, FrameMaker writes the equation to a separate graphics file (CGM format).
Then FrameMaker adds an entity reference to it from your SGML or XML file.
You can change the file format for equations using a read/write rule. If you change the file format to MIF,
FrameMaker keeps a track of equations and their respective file names. Saving the equation multiple
times, still saves it to its one file, instead of creating multiple files as in FrameMaker 9.
For example:

New behavior Old behavior

Equation 1 is saved in file say eq1.mif Equation 1 is saved in file say eq1.mif
Editing the FrameMaker content and Editing the FrameMaker content and subsequently
subsequently saving the file, saves equation 1 saving the file, creates a new file say eq2.mif for
to the same eq1.mif. the same equation 1.
FrameMaker does NOT create new files on FrameMaker creates new files on every save for the
every save for the same equation. same equation.

Equations in graphic frames in structured documents


You can also place an equation in an anchored frame that’s already inserted for graphics. Do this to
combine the equation with graphic objects. If the anchored frame is an element, the element is part of
the document structure. However, the frame contents, including the equation, do not appear in the
structure.

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EQUATIONS

An equation in an anchored frame with graphics sometimes produces unwanted results if you export to
SGML or XML. In general, if you plan to export to SGML or XML, place only one object in a frame.

Equations panel overview


Know the equations panel and its various settings in FrameMaker.
The Equations panel contains the commands to create and change equations. It also contains the
symbols, operators, functions, and other math elements you insert in equations. To display the panel,
click the Equations button at the upper-right in the document window.

Figure 4: Equations panel


A. The Equations drop-down list appears on every page. B. This part of the panel changes from page to
page. C. The names of the pages appear here, with the current page highlighted.
The Equations panel contains nine pages of math elements and commands. To display a page, click its
name at the top of the panel.

Symbols
Greek characters, atomic symbols, diacritical marks, and strings.
Operators
Roots, powers, signs, subscripts, superscripts, and logic symbols.
Large
Sums, products, integrals, intersections, and unions.
Delimiters
Parentheses, brackets, curly brackets, and substitution.
Relations
Equal, less than, greater than, similar to, subset of, superset of, and proportional to.
Calculus
Integrals, derivatives, partial derivatives, gradients, and limits.
Matrices
Matrices and matrix commands.

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EQUATIONS

Functions
Trigonometric, hyperbolic, and logarithmic functions; commands for evaluating expressions; and
commands for creating and applying rules.
Positioning
Controls to adjust the position of an expression and the spacing around it, commands to specify
alignment, and commands to set and clear manual line breaks.

Create equations
Learn how to create equations and use them in your documents in FrameMaker.
To create an equation, insert an equation object in the document and then insert math elements in the
equation.
TIP: When working with an equation, zoom in until it’s easy to read.

Create an inline equation


1) Click in text where you want to insert the equation. If the text is in a rotated text frame, unrotate
the frame first by selecting the rotated text frame and pressing Esc+g+0 (zero).
2) Choose Insert > Equations, or click the Equations button at the right side of the document
window.
3) On the Equations panel, choose one of the New Equation commands from the Equations
drop-down list. Small, Medium, and Large specify the font sizes used in the new equation.
A new equation object appears as a question mark in a frame anchored below the line with the in-
sertion point. The first math element that you insert replaces the question mark prompt.

Figure 5: New inline equation


4) Insert the math elements in the equation by typing the elements or by clicking items on the Equa-
tions panel.

245
EQUATIONS

Figure 6: Inserted elements


5) Choose Shrink-Wrap Equation from the Equations drop-down list. This option shrinks the frame
around the equation and places the equation in the line of text at the anchor symbol.

Figure 7: Shrink-wrapped inline equation


6) If the equation seems too close to the text on either side, insert a space before or after the frame.
FrameMaker treats the frame that contains an inline equation as a character and doesn’t provide
extra space around it.
7) If the equation is too tall for the line, open up more space above or below the line. Use the Line
Spacing drop-down list on the formatting bar to turn off fixed line spacing.

Create an equation in a paragraph of its own (a display equation)


1) Click in an empty paragraph.
2) Apply a paragraph style from the Paragraph Catalog, or set up your own format. The paragraph
style determines the alignment, vertical spacing, and any autonumber for the paragraph that
contains the equation.
TIP: If you created the document from a book or report template, use the Equation paragraph style.
You can also copy this format to your document, but you’ll probably want to make some changes
(for example, to the Default Font and Spacing properties).
3) Click the Equations button at the right side of the document window.
4) On the Equations panel, choose one of the New Equation commands from the Equations
drop-down list. Small, Medium, and Large specify the font sizes used in the new equation.
A new equation object appears as a question mark in a frame anchored below the empty paragraph.
The first math element you insert replaces the question mark prompt.

Figure 8: New equation in anchored frame

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EQUATIONS

5) Insert the math elements in the equation by typing the elements or by clicking items on the Equa-
tions panel.

Figure 9: Inserted elements


6) Choose Shrink-Wrap Equation from the Equations drop-down list. This option shrinks the frame
around the equation and places the equation in the empty paragraph.

Figure 10: Shrink-wrapped equation in its own paragraph

Create an equation in a graphic frame with other objects


1) Click the Equations button at the right side of the document window.
2) Select a graphic frame or an object in a graphic frame.
3) On the Equations panel, choose one of the New Equation commands from the Equations
drop-down list. Small, Medium, and Large specify the font sizes used in the new equation.
A new equation object appears as a question mark inside the frame. The first math element you in-
sert replaces the question mark prompt.

Figure 11: New equation object


4) Insert the math elements in the equation by typing the elements or by clicking items on the Equa-
tions panel.

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EQUATIONS

5) To place the equation exactly where you want it, first select it by control-clicking the equation.
6) Move the equation by doing one of the following:
– Drag it with the mouse.
– Move it with the arrow keys.
– Position it precisely with the Graphics > Object Properties command.
RELATED LINKS:
Move an object
Create equations using the Equations panel

Insert math elements


Know how to insert math elements and mathematical expressions, know the scope of operations in
FrameMaker.
An equation contains expressions made up of math elements—characters, text strings, operators, and
other mathematical elements from the Equations panel.

Figure 12: Equation containing math elements


A. Alphanumeric character B. Text string C. Expression D. Operator
After you create an equation object, insert math elements in it by typing them or by clicking them on the
Equations panel. The Equations panel can be closed when you insert an item from the keyboard.
NOTE: Math equations support the Unicode text-encoding standard.

About the scope of operations


When you insert a math element in an equation, FrameMaker adjusts the mathematical syntax. The
result depends on the scope of operation—the selection or the location of the insertion point. For
example, when you insert x in a fraction, the result depends on whether the numerator, the denomi-
nator, or the entire fraction is selected.

If you multiply by x The result is

or

248
EQUATIONS

If you multiply by x The result is

or

In the first example, only the 7 is multiplied by x. In the second example, FrameMaker adds parentheses
to show that the entire expression 2y + 7 is multiplied by x. In the last example, the entire fraction is
multiplied by x. The size of the insertion point in the first and last examples indicates the scope.
Many mistakes in equations result from an incorrect scope of operation—having too little or too much
selected when inserting an element. Be careful to select the range you want before inserting an element.

Insert a math element


1) Select an expression or place the insertion point in an equation.
2) Do any of the following:
– To insert a math element by using the Equations panel, click the element.
– To insert an alphanumeric character or a symbol that appears on the keyboard, type it. You
can type parentheses, brackets, plus signs, equal signs, and so on. If you type an open paren-
thesis, FrameMaker inserts the closing parenthesis.
– To insert an element by typing a backslash sequence, type a backslash (\) and the string that
identifies the element, and then press Return. For example, to insert the symbol for infinity
, type\infty and press Return.
– Insert a custom math element.
If an element needs one or more operands, a question mark prompt appears for each operand;
otherwise, an insertion point appears. To move from one operand to another, press Tab.

Insert a text string


A text string is a series of characters that is interpreted as a unit. Unlike characters that make up an
expression, the characters in a text string don’t usually appear in italics and aren’t multiplied together.

Figure 13: A. Text strings

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EQUATIONS

Text strings have no mathematical meaning in FrameMaker. For example, evaluation commands can
evaluate the function tan but not the string “tan”.
1) On the Symbols page of the Equations panel, click Start String. Two double quotation marks ("")
appear. You can also type an apostrophe (') or a double quotation mark (") to start the string.
2) Type the text of the string. The quotation marks disappear, and the text appears as you type. To
insert a straight apostrophe or straight double quotation mark as part of the string, hold down
Control while pressing the key.
3) Click End String on the Symbols page or press Return.
NOTE: FrameMaker also supports Unicode characters, so you can also add these characters within
the strings. To support this functionality, UseGlyphRendererForEquations property has
been added to the maker.ini file. To enable this feature, set the flag as ON. The default value
of this flag is OFF. To know more see, Adobe FrameMaker INI Reference.
Once you have entered your equation, ensure that the equation fits in the equation box.

Insert, add, or edit a horizontal or vertical list of expressions


An equation object usually contains one equation or expression. You can set up a horizontal or vertical
list in which several expressions are contained in the same object. When you select a list, all the expres-
sions in the list are selected as one object.

Figure 14: (A) Horizontal list (B) Vertical list aligned on equal signs
FrameMaker aligns the expressions in the list automatically. When you move the list, all the expressions
maintain their relative positions.
1) Select the expression you want to be the first item in the list or to add to a list.
2) On the Operators page of the Equations panel, click the horizontal list element or vertical list
element . To add a math element, type the elements or click items on the Equations panel. A hori-
zontal or vertical list appears. The selected expression appears as the first item in the list. A second
item appears in the list as a question mark prompt.

Before clicking After clicking

250
EQUATIONS

Before clicking After clicking

In the first example, a horizontal list is inserted. In the second example, a vertical list is inserted, and the
selected expression becomes the first item in the list. In the last example, a vertical list is inserted as part
of a larger expression.

Insert symbols
The Symbols page on the Equations panel contains the Greek alphabet, other symbols, and diacritical
marks.
The Symbols page doesn’t include Greek letters that have Roman-alphabet equivalents, such as the
uppercase alpha (A). The following examples show the result of clicking on the Symbols page.

Before clicking After clicking

Diacritical marks appear on the element to the left of the insertion point or on the selected expression.
Click the dot or prime button once for each dot or prime diacritical mark you want to insert.
NOTE: To interpret and mathematically manipulate a summation, product, or partial differential element,
insert the element from the Large page or Calculus page. Do not insert from the Symbols page. Elements
from the Symbols page are not evaluated.

Insert operators
The Operators page on the Equations panel contains commonly used operators, roots, powers, signs,
subscripts, superscripts, and logic symbols.
If an expression is selected when you insert the operator, the expression becomes the first operand. The
following examples show the result of clicking the plus sign or the division operator on the Oper-
ators page.

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EQUATIONS

Before clicking After clicking

You can represent the division operator as a slash (/), a horizontal bar , or a division sign .
FrameMaker can evaluate exponents mathematically, but not superscripts.

Figure 15:

Insert large elements


The Large page on the Equations panel contains sums, products, integrals, intersections, and unions.
If an expression is selected when you insert a large element, the expression becomes the first operand.
The following examples show the result of clicking the summation symbol on the Large page.

Before clicking After clicking

You can add an operand after inserting a math element from the Large page.

Insert delimiters
The Delimiters page contains delimiters such as parentheses, brackets, and curly brackets.
If an expression is selected when you insert a pair of delimiters, the expression is placed inside the delim-
iters. The following examples show the result of clicking the parentheses on the Delimiters page.

Before clicking After clicking

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EQUATIONS

Before clicking After clicking

You can also represent parentheses as brackets ([ ]) or curly brackets ({ }).

Insert relations
The Relations page contains relation symbols such as =, <, >, , , , , and .
All relation symbols—except the binary equal sign —apply to the character to the left or right of the
insertion point or to the selection. When you insert a relation symbol between multiplied elements, it
applies to the elements on either side of the insertion point.
Binary equal signs appear to the right of the current expression (as shown in the second example).
When the insertion point or selection is in a subscript or superscript, the equal sign appears in the
subscript or superscript.

Before clicking After clicking

Insert a binary equal sign at the insertion point


1) Press Esc+m+=

Before clicking After clicking

Insert calculus elements


The Calculus page contains integrals, derivatives, partial derivatives, gradients, and the limit function.
If an expression is selected when you insert the calculus element, the expression becomes the first
operand. The following examples show the result of clicking the integral symbol on the Calculus page.

Before clicking After clicking

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EQUATIONS

Before clicking After clicking

You can change the position of operands and add operands.

Insert matrices
The Matrices page contains elements for matrices ranging in size from 1 by 1 to 3 by 3. After creating a
matrix, you can add rows and columns.
If an expression is selected when you insert the matrix element, the expression becomes the first cell in
the matrix.

Before clicking After clicking

Insert functions
The Functions page contains trigonometric, hyperbolic, and logarithmic functions, and also the sign,
limit, and general functions.
FrameMaker places functions at the insertion point or at the selection. When an expression is selected,
the expression becomes the argument of the function—except for the limit and general functions and
. The following examples show the result of clicking the sin function on the Functions page.

Before clicking After clicking

Insert a custom math element


In addition to inserting math elements that are built in FrameMaker, you can insert custom math
elements that have been defined for a document.

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EQUATIONS

Custom math elements have no mathematical meaning in FrameMaker. For example, a custom math
element for an operator is treated as an operator in an equation. However, FrameMaker cannot evaluate
it.
1) On the Equations panel, choose Insert Math Element from the Equations drop-down list.
2) Select the element name and click Insert.

Shrinkwrap or unwrap an equation


Understand shrink-wrapping and unwrapping an equation in FrameMaker.
Shrinkwrapping an equation shrinks the surrounding anchored frame so that it’s large enough for the
equation. The operation changes the frame anchoring position to At Insertion Point, and places the inser-
tion point after the frame.

Figure 16:

Figure 17:
Shrinkwrap an equation when you finish working with it so that the equation takes minimal space and
aligns with the baseline of the surrounding text. Unwrap an equation to enlarge the anchored frame for
easy editing.
1) Click in the equation or select its frame.
2) On the Equations panel, choose Shrink-Wrap Equation or Unwrap Equation from the Equations
drop-down list. The edges of a shrinkwrapped equation sometimes do not appear onscreen. They
do appear in the printed document.

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EQUATIONS

Edit equations
Learn how to edit an equation, remove delimiters, work with element formats and matrices in
FrameMaker.
You can edit an equation as you edit text—adding, changing, rearranging, and removing math elements,
and cutting, copying, and pasting them. As you edit an equation, the syntax of the equation is adjusted
as necessary.
You can change a matrix—add or delete rows and columns, delete brackets, and change row height and
column width. You can also choose among several representations for some math elements such as
parentheses. You can add operands to others such as integrals and summations.
If your equation is shrinkwrapped, unwrap the equation before editing it. This makes the anchored frame
full-sized again, giving you more room to work.
NOTE: To edit a rotated equation, first restore the equation or text frame to its unrotated position by
pressing Esc+g+0 (zero).

Extend a selection using the keyboard


• Press the spacebar. The selection expands to include the next higher expression. The following
example shows the result of pressing the spacebar repeatedly.

Original selection

Pressed once

Pressed twice

Change the selection


• Do one of the following:
– To change the selection to the next subexpression on the right, press the Right Arrow key.
– To change the selection to the next subexpression on the left, press the Left Arrow key.
– To change the selection to the next question mark prompt, press Tab.

Replace or delete a math element or equation


1) Select the element you want to delete and press Delete. A question mark prompt replaces the
element.
2) Do one of the following:
– To replace the element, click the Equations panel or type to insert the replacement.

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EQUATIONS

– To delete the element, press Delete again. FrameMaker removes any elements that are no
longer necessary—for example, a plus sign or parentheses.
– Control-click the equation to select the equation, and press Delete.

Remove delimiters
After entering or editing an equation, you sometimes end up with extra delimiters—parentheses, curly
brackets, and brackets. You can remove extra delimiters. If you later use evaluation commands,
FrameMaker evaluates the equation as if the delimiters are still present.
• To remove all delimiters, select the expression. On the Delimiters page of the Equations panel, click
Remove Parentheses.

Before clicking After clicking

• To remove one delimiter, place the insertion point to the right of the delimiter and press Delete. If
the delimiter has a mate, such as the left parenthesis between a and b in the example, the mate is
also removed.

Before After

Toggle an element format


You can represent some math elements in more than one way. For example, delimiters can appear as

, , or . Division can appear as , , or .


1) Select the entire element.
2) On the Operators, Large, Delimiters, or Calculus page of the Equations panel, click Toggle Format.
The command is the same on all four pages and operates on any element with multiple formats.
Click more than once to get the format you want in some cases.

Add an operand to a math element


Radical symbols, gradient symbols, and logarithms can have one or two operands. Integrals and other
symbols on the Large and Calculus pages can have one, two, or three operands.

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EQUATIONS

Figure 18:
You can add operands to these elements without starting over.
1) Click or select anywhere in the expression with the element.
2) Click Add Operand on the Large or Calculus page. A question mark prompt appears where you
specify the new operand.

Change matrices
You can change the number of rows or columns in a matrix and add or remove brackets around the
matrix. You can allow the column width to vary from column to column, depending on the contents, or
specify that all columns are equal width. Similarly, you can allow the row height to vary from row to row.
You can also transpose a matrix and perform matrix algebra.
• To add a row or column to a matrix, place the insertion point in the matrix. On the Matrices page
of the Equations panel, choose Add Row or Add Column from the Matrix Commands drop-down
list.

Before Add Column After Add Column

Add Row adds a row at the bottom.


Add Column adds a column at the far right.
• To delete a row or column from a matrix, select the row or column and press Delete.
• To add or remove brackets around a matrix, select the entire matrix. On the Matrices page of the
Equations panel, click Add/Remove Brackets.
• To change the row height or column width in a matrix, select the matrix. On the Matrices page of
the Equations panel, choose All Equal or Proportional from the Matrix Row Height or Matrix
Column Width drop-down list.

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Figure 19:
If you choose Proportional, each row is tall enough to hold the tallest cell in the row. Each column is wide
enough to hold the widest cell in the column.
If you choose All Equal, each row is tall enough to hold the tallest cell in the entire matrix. Each column
is wide enough to hold the widest cell in the entire matrix.

Create and define math elements


Know math element types, change built-in math elements, define custom math elements in
FrameMaker.
If you need a math element that doesn’t appear on the Equations panel, you can create a custom
element—for example, a new operator such as . However, FrameMaker cannot evaluate custom math
elements mathematically.
To display a built-in element on the panel differently in your document, you can redefine the element.
For example, you can redefine the asin(inverse sine) function so it appears as sin–1. You can redefine the
appearance of a built-in element, but you can’t change its type.
You can also import math element definitions from another document.
Custom math element definitions are stored on one or more reference pages whose name begins with
FrameMath. Each definition is a text line in an unanchored graphic frame whose name is the element
name.

Figure 20:
RELATED LINKS:
Add text to graphics
Use reference frames on reference pages
Change equation fonts throughout a document

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Math element types


A math element type indicates how the element behaves in relation to other elements around it. For
example, a plus sign (+) has the type infix, which means that it has two operands, one to the left and one
to the right.
You can define custom math elements of the following types.

Type Example Number of operands

Atom None
Delimiter One

Function One, to the right of the element

Infix Two, to the left and the right of the element

Large Up to three, above, below, and to the right of the


element

Limit Up to two, below and to the right of the element

Prefix One, to the left of the element

Postfix One, to the right of the element


Vertical list Two, one above the other (The text line that defines a
custom vertical list is used as a separator between list
items.)

You cannot define custom math elements of the following types.

Type Example

Derivative

Diacritical mark

Horizontal list

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EQUATIONS

Type Example

Matrix

Root

Script

Substitution

Vertical division bar

Define a custom math element or change a built-in math element definition


1) Choose View > Reference Pages and display a FrameMath reference page.
If the document doesn’t contain a FrameMath reference page, display a reference page and then
choose Insert > Add Reference Page. Name the new page FrameMath1. Capitalize the letters F and
M as shown.
2) Use the Graphic Frame tool to draw an unanchored graphic frame on the page.
3) In the Frame Name dialog box, enter a name for the math element. If you are redefining a built-in
element, enter that element name.
4) Use the Text Line tool to add a text line in the graphic frame.
5) Create the math element in the text line using the following guidelines:
– You can type any characters in the text line, and you can change the character formatting. You
can also move the characters by using micropositioning shortcuts.
– For all math elements except delimiters, the text line represents just the mathematical
symbol, not the operands. When you later insert the element in an equation, FrameMaker
places the operands in the appropriate places, based on the type of math element. For
example, a large element, such as a summation or an integral sign, has up to three oper-
ands—one above, one below, and one to the right of the symbol.
– A custom delimiter can contain only one operand, even though some built-in delimiters
contain two or three. To indicate the location of the operand, insert a space in the text line. If
you do not insert a space in the text line, FrameMaker places the operand between two
copies of the delimiter.

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Figure 21:
– FrameMaker uses the first text line in the frame for the custom math element. Make sure that
only one text line exists in the frame.
6) Select the graphic frame.
7) On the Equations panel, choose Add Definition To Catalog from the Equations drop-down list.
8) If you’re defining a custom math element, choose an element type from the drop-down list, and
click Add.

Find the name of a math element


1) Place the insertion point in an equation.
2) On the Equations panel, choose Insert Math Element from the Equations drop-down list.
3) Turn off Show Custom Only, and then scroll through the element names to find the one you want.
4) Click Cancel.

Change or delete a custom math element definition


1) Display the FrameMath reference page that contains the math element by doing one of the
following:
– If the custom math element appears in an equation, select the element, and choose Update
Definition from the Equations drop-down list on the Equations panel. Then click Go To Frame.
– If you haven’t inserted the custom math element into an equation, choose View > Reference
Pages. Then display the FrameMath reference page you want.
2) Do one of the following:
– Edit the text line that defines the math element. When you display a body page again,
FrameMaker uses the modified definition, and shrinkwraps the equations again.
– Delete the graphic frame. If the element appears in an equation, FrameMaker displays the
element name, surrounded by question marks, instead of the element.

Position math elements in an equation


FrameMaker positions math elements according to their mathematical meaning in an equation. Some-
times you want to microposition elements—reposition them so they’re closer to or farther from other
elements in the equation.

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Figure 22:
You can also control the amount of white space on each side of an element.

Figure 23:
• On the Positioning page of the Equations panel, do one of the following:
– To position a selected expression, click a Micropositioning arrow. Click as many times as
necessary. (Each click moves an expression one pixel on the screen.) Zoom in for greater preci-
sion.

Figure 24:
– To remove micropositioning, click the button at the center of the Microposition area .
– To inspect the position offsets and adjust them numerically, click Position Settings. The exact
offsets appear in the Microposition Offset area of the Math Element Position Settings dialog
box. To adjust the position, enter values in the Microposition Offset area and click Set.
– To adjust white space, click a plus sign (+) to add white space or a minus sign (–) to remove it.
Click as many times as necessary. Each click adds or subtracts one pixel of space. Zoom in for
greater precision.
NOTE: To change the spacing around a math element of type infix, prefix, postfix, or delimiter, adjust
the space around the adjacent math elements instead. For example, to add space on either side of
the plus sign in the expression a+b, selecta. Add space to the right. Then selectb. Add space to the
left.

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– To adjust spacing values, click Position Settings. The exact spacing appears in the Spacing area
of the Math Element Position Settings dialog box. To adjust the spacing values, enter values
in the Spacing area, and click Set. To restore the default spacing values, click the button at the
center of the Spacing area .

Adjust the spacing values for a math element wherever it appears


You can update some math element definitions—infix, prefix, postfix, large, scripts, and the division
bar—with new spacing. When you do, FrameMaker adjusts the spacing around the element wherever it
appears in the document and rewraps the equations.
You can also change the spread—the space between characters—uniformly in all small, medium, and
large equations.
1) After you adjust the spacing around the element in an equation, select the element.
2) On the Equations panel, choose Update Definition from the Equations drop-down list.
3) Do one of the following:
– To update the spacing for the element throughout the document, click Update.
– To reset the spacing to the default, click Get Default.

Set line breaks and align equations


Know how to define line breaks and align equations along a point in a frame or in a list in FrameMaker.
You can control equation breaks across lines and alignment of the lines in a multiline equation, or of the
items in a list or matrix. You can also align several equations with one another, even if they appear in
different anchored frames.

Figure 25:
You can manipulate equation objects as you do other objects. You can automatically and manually align
items in a vertical list and lines in a multiline equation. Manual alignment points override automatic
alignment.

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EQUATIONS

Figure 26:
You can align the items in a horizontal list along their tops, bottoms, or baselines.

Figure 27:
You can also align the cells in each row of a matrix along their tops, bottoms, or baselines. You can align
the cells in each column at the right, left, or center, or along equal signs.

Figure 28:
A. Baselines B. Centers
RELATED LINKS:
Copy and arrange objects
Insert, add, or edit a horizontal or vertical list of expressions

Change equation line breaking


When an equation breaks across lines, the entire equation remains in a single anchored frame. You can
set where an equation breaks across lines automatically. When you change the line-break width, the
equation is reformatted to the new width.

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EQUATIONS

Original equation

Figure 29:
You can also force a line break at a specific location in the equation. However, don’t use manual line
breaks to create separate equations. Instead, insert a vertical list of expressions.
You can change line breaking in these ways:
• To change the automatic line break width, click in the equation or select any part of it. Choose
Graphics > Object Properties. Edit the value in the Automatic Line Break After box, and click Set.
The value is preset to the width of the equation frame.
• To insert a manual line break, click where you want the equation to break into two lines. On the
Positioning page of the Equations panel, choose Set Manual from the Line Breaking drop-down list.
A line-break symbol appears at the insertion point when text symbols are visible.

Figure 30:
• To remove a manual line break, select the part of the equation that contains the line-break symbol.
On the Positioning page of the Equations panel, choose Clear Manual from the Line Breaking
drop-down list.

Align display equations


The format of the paragraph that contains the equation controls the alignment (left, center, or right) of
a display equation.

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Figure 31:
1) Click in the paragraph that contains the equation (not in the equation itself).
2) Choose the alignment from the Alignment drop-down list in the formatting bar or in the Paragraph
Designer.

Set automatic alignment for a vertical list or multiline equation


1) Click in the equation or list.
2) On the Positioning page of the Equations panel, choose an item from the Left/Right drop-down list.
When you choose Left Of = or Right Of =, the lines are aligned along one side of an equal sign. A
line with no equal sign is aligned along its left side.

Set a manual alignment point for a multiline equation or for an item in a vertical list
1) Do one of the following:
– Click in the first line of a multiline equation where you want subsequent lines to align.
– Click in a vertical list item where you want the item to align with the rest of the list.
2) On the Positioning page of the Equations panel, choose Set Manual from the Left/Right drop-down
list. A manual alignment symbol appears at the insertion point when text symbols are visible.
Subsequent lines of a multiline equation are left aligned with the manual alignment point. A vertical
list item aligns with other items in the list at the manual alignment point.

Clear a manual alignment point


1) Select the part of the equation that contains the manual alignment point.
2) On the Positioning page of Equations panel, choose Clear Manual from the Left/Right drop-down
list. You can also clear a manual alignment point by setting another.

Align items in a horizontal list


1) Click in the list.
2) On the Positioning page of the Equations panel, choose an item from the Up/Down drop-down list.

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Align cells in a matrix


1) Click in the matrix.
2) On the Positioning page of the Equations panel, choose an item from the Up/Down drop-down list
or from the Left/Right drop-down list. The Left/Right and Up/Down commands affect the whole
matrix. To align individual cells, use micropositioning.

Check alignment settings for a horizontal or vertical list, or for a matrix


1) Do one of the following to select the entire list or matrix:
– Drag through the list or matrix.
– Place the insertion point in the matrix and press the spacebar repeatedly.
2) On the Positioning Page of the Equations panel, click Position Settings.

Left-, center-, or right-align equations in a frame


You can align several equation objects with one another in a graphic frame, just as you align other
objects. You can also align several equation objects along a manual alignment point, even when they’re
in separate graphic frames.

Figure 32:
FrameMaker maintains the alignment of the equation objects as you edit the equations. For example, if
two equations are left aligned, the left alignment is maintained as the equations expand or shrink.
1) Select the equations to align by Control-clicking the first equation; Control+Shift-click the other
equations.
Make sure that the last equation you select is the one you want to align with.
2) Choose Graphics > Arrange > Align.

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Figure 33:
3) Select the alignment you want, and click OK.

Align equations along a point


1) Set the manual alignment point in one of the equations to align.
If you don’t set a manual alignment point, FrameMaker aligns an equation on the left.
2) Click in the equation and choose Graphics > Object Properties.
3) Choose Manual from the Alignment drop-down list and specify the location of the alignment point
within the frame in the Alignment Point Offset area. The left offset is the distance from the left
edge of the frame to the manual alignment point.
Specifying the top offset precisely is unnecessary. You can move the equation up or down later, just
as you do any other object.
4) Click Set.
5) Repeat steps 1 through 4 for each equation you want to align. Use the same distance from the left
edge for each equation, but change the top offset to position the equation vertically in the frame.
If the equations you’re aligning are in different anchored frames, make sure that the left edges align
with one another.

Change font settings in equations


Learn how to change font and format settings for equations in FrameMaker.
A document contains font settings that apply to all equations in it. These settings determine the font sizes
and spacing for small, medium, and large equations. They also determine the character formatting used
for Greek characters and for symbols, functions, numbers, strings, and variables.
You can change the preset size of an entire equation. You can also change the character formatting of
individual math elements—for example, to use color or a special font.
You can also change the font sizes and character formattings used for all equations in a document.

Change the character style in individual equations


You can’t change the spread, stretch, superscript, subscript, underline, overline, strikethrough, change
bar, or pair kerning properties for any element. You also can’t change the font family for individual Greek
characters and symbols and for some operators.
• To change the preset size or color of an equation, click in the equation, choose Graphics > Object
Properties, and do one of the following:
– To change the equation size, choose a size from the Size drop-down list, and click Set. If the
equation is shrinkwrapped, FrameMaker rewraps it.
– To change the equation color, choose a color from the Color drop-down list, and click Set.
• To change the character style, select the element or expression, and change as you do for text.
• To create a superscript or subscript, insert the appropriate operator.

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• To change the spread of characters, microposition them by using the positioning page of the Equa-
tions panel.
• To place a line over or under an expression, use the diacritical marks on the Symbols page of the
Equations panel.

Change equation fonts throughout a document


You can change the font size and spacing for all small, medium, and large equations in a document. When
you make global font changes, FrameMaker reformats and rewraps all shrinkwrapped equations in the
document.
Greek characters and symbols in equations normally appear in the Symbol font. You can use fonts such
as Mathematical Pi and Universal Greek if these fonts are installed on your system.
Functions, numbers, and strings normally appear in Times New Roman or Times. Variables normally
appear in italic. You can change the character formatting of each of these kinds of elements. For example,
you can display all elements in Helvetica, with functions in italic and variables in bold.
NOTE: Don’t delete styles from the Character Catalog if you’re using them to specify the character format-
ting of math elements. If you delete these character styles, all equations in the document are refor-
matted using the default font.
Use Equation Sizes from the Equations drop-down list on the Equations panel for the following change:
• To change equation fonts throughout the document, do one of the following:
– Specify the font sizes and spread, and click Set. Spread is expressed as a percentage of the
font size. Positive spread values cause wider spacing around elements; negative values cause
narrower spacing.
– Click Get Defaults.
• To change the font for Greek characters and symbols, choose one of the available fonts from the
Math Symbols drop-down list, and click Set.
• To change the character style for functions, numbers, strings, and variables, first create the char-
acter style you want. Then choose the character style from the Functions, Numbers, Strings, or
Variables drop-down list, and click Set. FrameMaker displays the style you created in the
drop-down lists.

Evaluating equations
Know how to evaluate equations, equation transformation, equation matrix, addition, multiplication,
division, rules pop-up and overrides in FrameMaker.
After you create an expression or equation, you can transform it by changing its mathematical represen-
tation. For example, you can multiply polynomials, factor terms, simplify expressions, and combine frac-
tions.

Original selection

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EQUATIONS

Expanded

Multiplied out

Multiplied out again

You can also evaluate equations by substituting values and performing computations.
Original selection

Expanded

Value substituted

Result computed

Transform or evaluate an expression


1) Select the expression, or part of it.
2) Choose a command on the Matrices or Functions page of the Equations panel. For example, select
an expression and then choose Multiply Out from the Multiplication drop-down list on the Func-
tions page.
3) To transform or evaluate an expression, use the commands on the Matrix Commands drop-down
list of the Matrices page and the commands on the six drop-down lists of the Functions page.
RELATED LINKS:
Change matrices

Matrix Commands drop-down list

Matrix Transpose
Transposes the rows and columns of a selected matrix.

Selected matrix After transposing

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Matrix Algebra
Performs matrix multiplication and addition, and evaluates dot and cross products in a selected
matrix.

Selected matrix (or matrices) After matrix algebra

After performing matrix algebra, you can use the Simplify command to combine like terms.

Addition drop-down list

Add Fractions
Adds selected fractions, expressing the result as a single fraction. This command also combines like
terms.

Selected fraction After adding

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Selected fraction After adding

If the selected expression contains the sum of more than two fractions, Add Fractions adds only the
first two. Use this command repeatedly to combine all the fractions.

Selected expression

Added once

Added twice

Order Sum
Arranges polynomials in decreasing powers of a selected variable.

Before ordering After ordering

Order Sum Reverse


Arranges polynomials in increasing powers of a selected variable. In the following example, you
select an x—any x—before choosing Order Sum Reverse.

Before ordering After ordering

Multiplication drop-down list


Use the Multiplication drop-down list on the Functions page to factor terms, multiply out expressions,
and distribute multiplication and division over addition.

Factor
Factors a selected term out of a product.

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Before factoring After factoring

Factor Some
Factors a selected term from only those terms that contain it.

Before factoring After factoring

Multiply Out
Simplifies the selected expression, distributes multiplication over addition, and expands a selected
term raised to a positive integral power.

Selected expression After multiplying

The Simplify command also simplifies the selected expression.


Multiply Out Once
Multiplies the first pair of factors on the left side of a selected expression.

Selected expression After multiplying

If you use this command several times, the results appear in a different form.
Distribute
Performs a variety of operations depending on the expression you select, as shown in the following
examples:
• Distributes division over addition.

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Selected expression After distributing

Use the Add Fractions command to perform the reverse operation.


• Distributes multiplication over addition.

Selected expression After distributing

Use the Factor command to perform the reverse operation.


• Transforms products and quotients involving radicals and exponents into a single expression raised
to a power.

Selected expression After distributing

Use the Simplify command to perform the reverse operation.


Distribute Over Equality
Performs the same operation on both sides of an equal sign.

Selected expression After distributing

Division drop-down list

Long Division
Performs long division in a fraction that contains a polynomial numerator and denominator.

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In the following example, you select an x—any x—before choosing Long Division. You select an x in
the fraction of the first result and choose Long Division again to obtain the second result.

Before dividing

Divided once

Divided twice

Remove Division
Converts division to multiplication in a selected expression by changing positive exponents in a
denominator to negative and negative exponents in a denominator to positive.

Selected expression After removing division

To convert negative exponents to division operators, use the Remove Negative Powers command.
Remove Division 1 Level
Converts division to multiplication, as Remove Division does, but applies only to the first level of
operators.

Selected expression After removing division

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To convert the first level of negative exponents into division operators, use the Remove Negative
Powers 1 Level command.
Remove Negative Powers
Converts negative exponents to positive in a selected expression by replacing multiplication with
division and division with multiplication.

Selected expression After removing negative powers

Remove Negative Powers 1 Level


Converts negative exponents to positive, as Remove Negative Powers does, but applies only to the
first level. If the selected expression has no negative exponents at the first level, this command has
no effect.

Selected expression After removing negative powers

(no effect)

Evaluation drop-down list

Number Crunch
Changes integers to floating-point numbers in a selected expression and then evaluates the expres-
sion.

Selected expression After number crunch

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Selected expression After number crunch

Use the Show All Digits command to show up to 15 decimal places in a floating-point number.
Number Crunch displays NaN (Not a Number) for operations that result in undefined values. It
displays Infinity for operations that result in a value too large to calculate. Small numbers can some-
times be evaluated to zero.

Selected expression After number crunch

Show All Digits


Shows the full internal accuracy of a floating-point number.

Selected number After showing all digits

Evaluate
Evaluates the selected expression. The operations performed depend on the type of expression
selected, as shown in the following examples:
• Rewrites an expression raised to a power less than 20 as a product.

Selected expression After evaluating

• Computes the factorial of an integer. If the result is too large to calculate, the result appears as
Infinity.

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Selected expression After evaluating

• Computes the determinant of a 1-by-1 or 2-by-2 matrix.

Selected expression After evaluating

• Extracts a term from a sum or product.

Selected expression After evaluating

• Evaluates a substitution just as the Evaluate Substitution command does.


• Rewrites an Evaluate Between operator as a difference.

Selected expression After evaluating

• Rewrites the logarithm of a product as a sum of logarithms and rewrites a logarithm of a power as
a product.

Selected expression After evaluating

• Rewrites a logarithm to a base in terms of natural logarithms.

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Selected expression After evaluating

• Rewrites a choice function in terms of factorials.

Selected expression After evaluating

Evaluate Substitution
Performs a specified substitution and then simplifies the expression. When an Evaluate Between
operator is selected, this command rewrites the expression as a difference.

Selected expression After evaluating

Evaluate Integrals
Rewrites a selected integral with a polynomial integrand. This command converts a definite integral
into an indefinite integral evaluated between the upper and lower bounds. Use Evaluate Integrals
several times to integrate a polynomial fully.

Selected expression

Evaluated once

Evaluated twice

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Evaluate Derivatives
Evaluates a selected derivative, applying the chain rule to complex expressions when necessary.
This command evaluates a partial derivative only when all dependencies are explicitly written.
This command treats elements in a total derivative as if they depended on the variable of differen-
tiation. Use the Evaluate command to expand an nth derivative before using Evaluate Derivatives
to evaluate it.

Before After

Evaluate Derivatives 1 Level


Evaluates only the first level of a selected derivative.

Before After

Rules drop-down list


Use the Rules drop-down list on the Functions page to store and apply rules that transform expressions.
For example, use Enter Rule to store a rule such as a = a + 3. Then use Apply Rule to substitute a + 3 for
a in another expression.

Enter Rule
Stores a rule for substituting one expression for another. Select the expression you want to store
as a rule before you choose Enter Rule. You can store only one rule at a time.
Designate Dummy
Designates a selected term to be a dummy variable. Use a dummy variable in a rule to substitute
the expression on the right side of the rule for any variable, not just the variable explicitly named
on the left. A dummy variable appears in boldface. For example, if you designate x in the rule x = a
2– as a dummy variable, you can substitute a 2– or x for any variable in an expression.
Select the term you want to be a dummy variable before you choose Designate Dummy. Then use
the Apply Rule command to replace a selected expression with the expression assigned to the
dummy variable.

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Apply Rule
Substitutes one term or set of terms for another in a selected expression, using the rule stored with
the Enter Rule command.

Rule entered

Selected expression

After rule is applied

Before you apply a rule that contains a dummy variable, select the term you want the variable to
replace. In the following example, x is the dummy variable in the rule.

Rule entered

Before rule is applied

After rule is applied

Other Rewrites drop-down list

Simplify
Simplifies the selected expression. To evaluate fractions that involve infinity or division by zero, use
the Number Crunch command instead of Simplify.
The operations performed depend on the type of expression selected, as shown in the following
examples:
• Performs integer arithmetic.

Selected expression After simplifying

When the result is too large to calculate, it appears as Infinity.


• Groups terms in a sum or product.

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Selected expression After simplifying

• Divides out common factors in a fraction.

Selected expression After simplifying

Use the Remove Negative Powers command to remove negative powers from the result.
• Interprets the complex number i, represented by the Greek letter iota .

Selected expression After simplifying

• Distributes exponentiation across multiplication and division.

Selected expression After simplifying

Simplifying x produces rather than .


Simplify Some
Simplifies the selected expression, as the Simplify command does, but does not multiply fractions.

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Selected expression After simplifying

Isolate Term
Isolates a selected expression on one side of the equal sign. This command does not combine terms
or solve for the selected expression.

Selected expression After isolating term

Expand First Term


Expands the first term of a selected summation or product.

Selected expression After expanding

Expand All Terms


Expands all terms of a selected summation or product.

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Selected expression After expanding

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MARKERS

Markers
Know what are markers in FrameMaker.
FrameMaker markers provide you multiple ways in which you can mark your documents. You can choose
from pre-defined markers, such as Author, Comment, Conditional Tags, ContextString, Cross-Ref, Equa-
tion, Glossary; or create custom markers.
The Markers panel makes it easier to work with and troubleshoot hundreds of markers in a long docu-
ment or book files. You can display all the markers in the current document, all open documents, selected
file, or a book.

Add a marker
For example, to add a marker of Comment type:
1) Place the cursor in the document where you want to insert a comment.
2) Choose View > Panels > Markers to display the Markers panel if not already open.
3) Click the Insert icon.
4) Choose Comment from the Marker type box.
5) Type your comment in the Marker Text text box and click New Marker.
6) Save document.
NOTE: You can enter a tab character in marker text by typing either \t or the hexadecimal code \x08.
However, if you generate a list of markers, only tabs entered as hexadecimal codes appear. If you
generate an index of markers, only tabs entered as \t appear.
To add a marker to a structured document:
1) Choose Insert > Marker.
2) Select a marker element in the Element Catalog and click Insert.
3) Choose a marker type from the drop-down list. You can use any predefined marker type except
Conditional Tags. You can also define your own marker types.
NOTE: For structured documents, consult your developer before changing a marker type. Your docu-
ment may have a separate element defined for each marker type you’ll need.
4) If the Attributes for New Element dialog box appears, enter attribute values for the marker element
and click Insert Element.
If no marker element is available at the location you want, you might use an invalid element. After
inserting the element, talk to your developer about making the element valid at this location.

Generate a list of markers


Understand how to generate a list of markers in FrameMaker.
For example, to generate a list of all your Comment markers:
1) Choose Insert > List Of > Markers.
2) Choose whether you want to create a standalone list of markers or add it to book.

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3) In the Set Up List of Markers dialog box, select the Comment marker type from the right drop-down
list and click the left arrow to transfer it into the Include list on the left.
4) Check the Create Hypertext Links check-box.
5) Click OK. All your Comment type markers are listed in a separate window.

Delete a marker
Learn how to delete a marker in FrameMaker.
Select the marker from the Markers panel and click the Delete icon. The marker is deleted from the docu-
ment.

Create a custom marker


Learn how to create custom marker in FrameMaker.
You can also define custom markers for single-sourcing or automation. For example, you can use custom
markers to mark text that can be extracted into a separate reference guide. You can mark graphic objects
that require special processing, such as conversion from one format to another. You can then use a script
to automatically extract all those graphics marked with the custom marker for further processing.
1) Choose View > Panels > Markers.
2) Click the Insert icon.
3) From the Marker Type combo box, select Edit.
4) Type a name for the custom marker in the Edit Custom Marker Type box.
5) Click Add and click Done. The new Marker type is added to the list of markers.

Add a custom marker to your document


Know how to add a custom marker in a document in FrameMaker.
1) From the Markers panel, click Insert.
2) Select the custom marker type.
3) Type the marker text and click New Marker. A custom marker gets added to your document.

Publish options
When you use the multi-channel publishing feature of FrameMaker, you get several options that enable
you to streamline online Help publishing.

Pagination with Page Break marker


Using the options in the Publish Options menu, you can avoid the traditional ways of having to define
custom markers for pagination and topic naming.

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You can add Page Break markers to denote the topics that should be converted as separate Help topics,
and define their topic names.

Add Page Break marker


1) Click the heading text, and choose Insert > Publish Markers > Apply Page Break Marker.
2) In the Page Break Marker dialog box, enter the topic title. The file name is automatically populated
based on the title text that you enter.
For example, if you enter the topic title as FrameMaker Publish options, the file is named
FrameMaker_Publish_options.htm.
However, you have the option to change the file name in the Filename text box.

Apply No Page Break Marker


You can also specify a marker to enforce that a page does not break at a defined location. For example,
you require to keep two closely related headings on the same page. In this case, you specify a No Page
Break Marker at the top of the second heading.
1) Click the heading text of the second heading.
2) Choose Insert > Publish Markers > Apply No Page Break Marker.
The marker text for the newly created marker is <NoSplit>. This indicates that the selected heading
will appear on the same page as the previous heading.

Remove all Page Break markers


You can remove all the Page Break markers in a document.
1) Open the document from which you need to remove all the page break markers.
2) Choose Insert > Publish Markers > Remove All Page Break Markers.

Context-sensitive Help marker


To create context-sensitive Help, you need to add markers in your documentation that the product
developers can link to from the corresponding parts of the product. The CSH (context-sensitive help)
Marker feature in FrameMaker allows you to apply TopicAlias markers in your documentation. The CSH
markers are then used by the publisher to add anchors in the publish output. The publisher also creates
a map file that the product developers use to link to the anchors in the documentation.
NOTE: For best results, ensure that you are applying the map IDs to heading styles that you identified for
pagination.
Context-sensitive Help markers are used in the following publish output formats:
• Responsive HTML5
• Microsoft HTML Help

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Apply a context-sensitive Help marker


1) Click to place the mouse cursor at the start of a paragraph text to insert the context-sensitive Help
marker.
2) Choose Insert > Publish Markers > Apply CSH Marker.
3) Enter the map ID and click OK.
When you create a CSH marker in a document, FrameMaker creates a TopicAlias marker with the marker
text as the map ID that you specify.
IMPORTANT: You cannot use whitespaces or the following special characters for the marker text of a CSH
marker: ~!@#$%^&*()+-={}|[]\\:\";'<>?,./

Creating and using a Context-sensitive Help map file


You apply CSH markers to specify context specific help location in your FrameMaker document. Next, you
need to create a Help map file (with a .h extension). Your application developers use the map file to hook
the specific parts of the application (for example, dialog boxes or menu items) to the corresponding help
topics.
1) Add the CSH markers in the FrameMaker source.
2) Create a text file in any text editor and name the file as:
<source book or document name>.h
3) Place the map file in the FrameMaker source folder.
4) For each CSH marker that you apply in your document, you need to create one line item in the map
file as follows:
#define <map ID> <map number>

map ID
Name that you specify for the CSH marker
map number
Unique numeric identifier that will be provided by the application developers. However, as a place-
holder, you can provide any random number.

For reference, the FrameMaker publish procedure also creates a sample map file:
a) Run the publish procedure for your document.
b) In Windows Explorer, go to the output folder.
If your source content has CSH markers defined, a <source book or document
name>.h file is created at the same folder level as the output folder.
Example: For the output of a book named framemaker-publisher.book, the map file is
framemaker-publisher.h.
You can use this .h file as a reference to create your map file.
You need to create your map file in the same format as this .h file.
IMPORTANT: The <source book or document name>.h file is created at the same level as the
output folder and not inside the output folder.

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5) After you have added all the CSH markers to your map file, provide the map file to the product
development team.
The product development team can use the unique identifiers that you have included in the file. Al-
ternatively, the product team can change the identifiers, as required, and return the updated file.
6) Copy the updated map file to the FrameMaker source folder.
Ensure that the name of the file is <source book or document name>.h.
7) Run the publish procedure.
The CSH markers are now included as anchors in the published output. You can now test the product
context-sensitive Help functionality.
To implement context-sensitive Help in an application, you need to include the CSH markers in the docu-
mentation as described above. In addition, your product team will also need to add functionality in the
application. For a detailed description on context-sensitive help functionality and how to use it, see Work
with context-sensitive help in the Using RoboHelp guide.

Apply index markers


1) Click on the paragraph text that you want to insert the index marker.
2) Choose Insert > Publish Markers > Apply Index Marker.
3) Enter the index entry and click OK.
IMPORTANT: You cannot use
whitespaces or the following special characters for the marker text of an
index marker: ~!@#$%^&*()+-={}|[]\\:\";'<>?,./

Create Dynamic HTML effects


You can create dynamic HTML effects such as drop-down text and expanding text in your FrameMaker
documents if you want to have the published online Help formats to have these options.
Use the drop-down text effect to provide alternative task options and basic conceptual topics, summa-
rize the questions on an FAQ, and shorten nested procedures. Text that you mark as drop-down body is
displayed in your PDF output. But the text appears online only when the user clicks the drop-down text
caption on the Help page.
Similarly, you can use expanding text DHTML effect to display expanded definitions, key terms, or links
to overview topics embedded in a paragraph. Expanding text requires an expanding text caption that
contains the link and expanding text body that is displayed when a user clicks the expanding text link.
Expanding text body is not displayed in PDF. It appears only in the Help page when a user clicks the text
that contains the expanding text link.
These DHTML effects require two components: a caption and body. You apply the drop-down text effects
to paragraphs and the expanding text effect to characters. When the drop-down text effect is created,
two paragraph styles, DropDownCaption and DropDownBody, are added to the FrameMaker document.
When the expanding text effect is created, the two character styles ”ExpandingTextCaption” and
”ExpandingTextBody” are added. These formats are imported to the RoboHelp project when you import
the FrameMaker documents. The effects are visible in the created HTML topics.
If the HTML topic generated contains only the captions without the accompanying body formats, links
are generated and visible in the HTML topic. If the HTML topic generated contains a text body without

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the corresponding captions, no links are generated. In addition, if a paragraph to which the drop-down
text body format is applied is also specified for conversion to an autonumbered list, the list conversion is
ignored.

Create drop-down text in a FrameMaker document


1) Select the text or paragraph on which you want to place the drop-down text caption.
2) Choose Insert > Dynamic HTML Effects > Drop Down Caption.
3) Select the text that should appear as drop-down text in your online Help page.
4) Choose Insert > Dynamic HTML Effects > Drop Down Body.

Create expanding text in a FrameMaker document


1) Select the term or phrase on which you want to place the expanding text caption.
2) Choose Insert > Dynamic HTML Effects > Expanding Text Caption.
3) Select the text that should appear as expanding text in your online Help page.
4) Choose Insert > Dynamic HTML Effects > Expanding Text Body.

Customize DHTML effects for HTML5 output


You can customize the drop-down text and expanding text effects for an unstructured FrameMaker
document that is published in HTML5 output format. To customize the output settings:
1) Choose File > Publish to open the Publish dialog.
2) Click Change Settings.
3) In the Settings drop-down button, select Edit.
4) In the Style Mapping tab, select the DHTML Effects options from the General Settings.

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• If the first option is selected, the text which has a drop-down text effect will appear as drop-down
text on your online Help page.
• Similarly, if the second option is selected, the text which has an expanding text effect will appear
as expanding text on your online Help page.
• If the DHTML options are deselected, the HTML5 output will not show the DHTML effects, and the
text will appear as plain text without any dropdown or expanding effects.
You can also change the Twisties that appear as icons with the DHTML effects. From the Select Twisties
Images dialog, choose the icons to appear as you open and close the dropdown or expanding text. You
can also select the placement of the icons.

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HYPERTEXT COMMANDS

Hypertext commands
Add hypertext commands in Adobe FrameMaker and define active hyperlink areas.
A hypertext command in an Adobe FrameMaker document defines an active area in a document. If a user
clicks on the active area in a view-only FrameMaker document or an output such as PDF or HTML, the
associated hypertext command is executed.
You can create a hypertext command in a document to provide inter-activity to the reader. See Add
hypertext commands to documents.
You can use hypertext commands to perform tasks such as opening a web page, displaying an alert, go
to a specific pages (first, last, page number) in the current document, open and close external applica-
tions. See Available hypertext commands.
You can then save your document as view-only, PDF or publish the document using the FrameMaker
multi-channel publishing solution.
NOTE: Hypertext commands work differently in PDF and HTML output. See .

You can use hypertext commands in images added to a FrameMaker to that defines multiple clickable
areas in a single image.

Add hypertext commands to documents


Add hypertext commands in Adobe FrameMaker, learn to define active area, define an image active area,
Insert hypertext command marker in FrameMaker.
To add hypertext commands to a document, you need to first Define an active area in a document and
then Associate a hypertext command with an active area.

Define an active area in a document


You can associate hypertext commands to text or images in a document. When a user clicks on the active
area, the area is highlighted after which the command is executed.

Create a text active area in a document


You can define a word, phrase, paragraph, or multiple adjacent words as active areas. To identify a text
active area, FrameMaker uses the character style of the text. This implies that the character style of the
text active area must be different from that of the surrounding text. If the character style is the same as
the surrounding text, the entire text in the paragraph is set as active.

Define an active area for a word or phrase


1) Select the word or phrase.
You need to change the character style of selected the word or phrase.
2) Choose Format > Characters.
3) Choose from the list of default character styles available in the current document catalog.
Alternatively, open the Character Designer and apply a custom character style.

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NOTE: The following character style changes cannot be used to define a text active area: pairkerning,
spread, stretch, change bars, language, and case.
TIP: If you do not want the text in active area to display differently from the surrounding text, use a
different character style that has the identical formats as the surrounding text. You can save the char-
acter style of the surrounding text with a different name and then apply that character style to the active
area.

Define an active area for a paragraph


Ensure that the same character style is applied to the entire paragraph.

Define separate active areas for adjacent words or phrases


You can assign different hypertext commands to adjacent words or phrases in a paragraph by applying
by different or the same character style to the words or phrases. However, you need to ensure that the
character styles of the words or phrases are not the same as that of the surrounding paragraph text. After
this you can associate a hypertext command with each of the adjacent words or phrases. For details, see
Insert hypertext command marker.

Define an image active area


You can define an active area on an image in a document. When a user clicks the image, the associated
hypertext command is executed.
1) Draw a text frame to cover the image in the document.
Make sure that the graphic is not set to have text run around it.
To place a text frame over the image:
a) Open the Graphics toolbar (View > Toolbars > Graphics Toolbar).
b) Click Text Frame in the Graphics toolbar and draw the text frame to cover the image.
2) Set the text frame fill and pen patterns to None.
To set the text frame properties:
a) Right-click the text frame and choose Object Properties.
In the Anchored Frame Properties dialog:
b) Go to the Stroke tab and uncheck the Pen Pattern option.
c) Go to the Fill tab and uncheck the Pattern option.
3) Ensure that the text frame is placed above the image.
If you place the image after placing the text frame, choose Graphics > Bring To Front to place the
text frame in front of the graphic.

Create an active area on multiple pages in a document


If you create an active area on the master page of a document, the area will be active on all pages of the
document. For example, you can add text to the document header and create an active area in the text
in the header.

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Associate a hypertext command with an active area


After you Define an active area in a document, you need to associate a hypertext command to the area.
When a reader clicks the active area in your document, the hypertext command is executed.
View-only FrameMaker documents support all FrameMaker hypertext commands, PDF and HTML
outputs of hypertext documents, have limited support. For details, see .

Insert hypertext command marker


1) Place the insertion point in the active area.

Word or phrase
At the start of the word or phrase.
Paragraph
At the start of the paragraph.
Multiple adjacent words or phrases
At the start of each separate word of phase.
Image
In the enclosing text frame. See Define an image active area.

2) Open the Hypertext dialog. Insert > Hypertext.


3) Use the Hypertext dialog to:

Element Tag
If you are adding a hypertext command in a structured document, select the required hypertext
element tag.
NOTE: This will depend on the Structured Application that you are using to create your structured docu-
ments.
Command
Select the hypertext command to execute when a user click the active area to which the current
hypertext command is associated.
See the current set of Available hypertext commands.
Command syntax text box
Enter the command parameters.
Hypertext commands must always appear in lowercase. The parameters can be uppercase or
lowercase, but they are case-sensitive. The entire command can be up to 255 characters long. (Each
character in a Japanese font counts as two characters.)
NOTE: If you enter a filename parameter for a file that is not in the same folder as the current document,
specify a path to the document.

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HYPERTEXT COMMANDS

NOTE: Hypertext markers support the Unicode text encoding standard.


See the current set of Available hypertext commands.
Validate Command upon Insertion
FrameMaker will validate the syntax as soon as you insert the command in the document.
Make View-Only
Make the current document view-only.
You can also use this option to text the hypertext commands that you insert in a document.

4) Click New Hypertext Marker.


A hypertext marker is inserted in the document.
NOTE: To insert a hypertext command in a text inset, insert the command in the text inset source docu-
ment.
NOTE: If a cross-reference is present in the same text area as a hypertext command, the cross-reference
takes precedence over the hypertext command.

Edit and delete hypertext commands


Learn to edit and delete hypertext commands in FrameMaker.

Editing a hypertext command


1) Open the Hypertext dialog and use the Find / Change dialog to find the hypertext command to edit.
In the Find drop-down list, choose Any Marker.
The marker will be displayed in the Hypertext dialog.
2) Change the required options for the command and click Edit Hypertext Marker.

Deleting a hypertext command


1) Open the Hypertext dialog and use the Find/Change dialog to find the hypertext command to edit.
In the Find drop-down list, choose Any Marker.
The marker will be displayed in the Hypertext dialog.
2) Press the Delete key to delete the marker.

Available hypertext commands


Know the available hypertext commands in Adobe FrameMaker.
The sections covers the available hypertext commands to:
• Display alert messages
• Navigate to a named destination
• Navigate to a specific page

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• Navigate back
• Open documents
• Button Matrix

Display alert messages


You can display alert messages on the click on an active area by using the Alert and Alert With Title
commands.
NOTE: In PDF output, an alert message appears as a note without a title.

Alert
Displays an alert message.

Syntax:
alert message
Example:
alert Hello world

To display a custom title with the alert message:


1) Open a reference page for the current document (View > Reference Pages).
2) Place a text frame on the reference page and enter the custom title in the text frame.
3) Right-click on the text frame and choose Object Properties to display the Text Frame Properties
dialog.
4) Go to the Text Frame tab and set the Flow > Tag to AlertTitle.

Alert With Title


Displays an alert message with a user-defined title.

Syntax:
alerttitle title:message
Example:
alerttitle Message to the World:Hello world

Navigate to a named destination


You can navigate to a specific destination in the current or another FrameMaker document. To do this,
you need use the Specify Named Destination command. You then point to this destination when you
create any of the following commands:
• Jump To Named Destination
• Jump To Named Destination & Fit To Page
• Open Document
• Open Document & Fit To Page

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NOTE: If you omit the Specify Named Destination command, the Jump To Named Destination and Open
Document commands do not work when clicked unless they reference a filename. In that case, the other
file opens, showing the first page.

Specify Named Destination


Specify a named destination location.

Syntax:
newlink linkname
Example:
newlink available_hypertext_commands

NOTE: The named destination name is case-sensitive and cannot contain spaces. You also need to ensure
the uniqueness of the named destinations inside a book.
You can see the same text within the named destination in the PDF output.

Jump To Named Destination


Pointer to the named destination defined by the Specify Named Destination. You can point to a named
destination in the current or another FrameMaker document.

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Syntax:
gotolink filename:linkname
Example to a named destination in the current document:
gotolink available_hypertext_commands
Example to a named in another FrameMaker (.fm) document:
gotolink hypertextcommands.fm:available_hypertext_commands
IMPORTANT: You need to specify the destination file extension (for example .fm).

Jump To Named Destination & Fit To Page


Pointer to the named destination defined by the Specify Named Destination. You can point to a named
destination in the current or another FrameMaker document. The window is then resized to fit the desti-
nation document page.

Syntax:
gotolinkfitwin filename:linkname
Example to a named destination in the current document:
gotolinkfitwin available_hypertext_commands
Example to a named in another FrameMaker (.fm) document:
gotolinkfitwin hypertextcommands.fm:available_hypertext_commands
IMPORTANT: You need to specify the destination file extension (fore example .fm).

Open Document
Point to the named destination defined by the Specify Named Destination. If the destination is a different
document, it opens in a new window.

Syntax:
openlink file_name:linkname
Example to a named destination in the current document:
openlink available_hypertext_commands
Example to a named in another FrameMaker (.fm) document:
openlink hypertextcommands.fm:available_hypertext_commands
IMPORTANT: You need to specify the destination file extension.

Open Document & Fit To Page


Point to the named destination defined by the Specify Named Destination. If the destination is a different
document, it opens in a new window. The new window is then resized to fit the document page
displayed.

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Syntax:
openlink file_name:linkname
Example to a named destination in the current document:
openlink available_hypertext_commands
Example to a named in another FrameMaker (.fm) document:
openlink hypertextcommands.fm:available_hypertext_commands
IMPORTANT: You need to specify the destination file extension.

Navigate to a specific page


You can navigate to a specific page in the current or another FrameMaker document.

Jump to First Page / Last Page


Point to the first or last page of the current or a different document. The page is displayed in the active
window.

Syntax:
gotolink filename:firstpage
gotolink filename:lastpage
Example to a named destination in the current document:
gotolink firstpage
Example to a named in another FrameMaker (.fm) document:
gotolink hypertextcommands.fm:lastpage
IMPORTANT: You need to specify the destination file extension.

Jump To Page Number


Point to a specific page in the current or a different document. The page is displayed in the active
window.

Syntax:
gotopage filename:pagenumber
Example to a named destination in the current document:
gotopage 7
Example to a named in another FrameMaker (.fm) document:
gotopage hypertextcommands.fm:7

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IMPORTANT: Use the actual page number in the


document. For example, if the destination document
MyDoc uses Roman numerals for page numbers and begins on page v, the command to display the third
page is open page MyDoc.fm:vii.

Jump To Previous Page / Next Page


Point to the previous or next page of the current document. The page is displayed in the active window.

Syntax:
previouspage
nextpage
Example:
previouspage
nextpage

TIP: Add the previous and next page hypertext commands to on the master pages of a document to
display these on every page of the document.

Navigate back
You can place hypertext commands on pages that a reader can click to go back to the page from which
the reader reached the current page. This behavior is similar to the back button functionality on your web
browser. For example, if you have create an active text area on a page to navigate the user to another
page on the document. On the destination page, you can place a Jump Back or Jump Back & Fit to Page
hypertext commands.
NOTE: If the stack is empty and if you have not provided a filename and linkname, FrameMaker leaves the
current page displayed.

Jump Back
Navigate back to the previous page. The page is displayed in the active window.

Syntax:
previouslink filename:linkname
Example to a named destination in the current document:
previouslink available_hypertext_commands
Example to a named in another FrameMaker (.fm) document:
previouslink hypertextcommands.fm:available_hypertext_commands
IMPORTANT: You need to specify the destination file extension.

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Jump Back & Fit to Page


Navigate back to the previous page. The page is displayed in the active window. The new window is then
resized to fit the document page displayed.

Syntax:
previouslinkfitwin filename:linkname
Example to a named destination in the current document:
previouslinkfitwin available_hypertext_commands
Example to a named in another FrameMaker (.fm) document:
previouslinkfitwin hypertextcommands.fm:available_hypertext_commands
IMPORTANT: You need to specify the destination file extension.

Open documents
You can open documents as new FrameMaker documents (Open Document As New), open the document
on the first or last page(Open Document At First/Last Page), or open a document on a specific page
number (Open Document At Page Number).

Open Document As New


Opens a document (defined in the file name argument) as a new, unnamed document. The document
displays in a new window, leaving the active window open.

Syntax:
opennew filename
Example:
oopennew hypertextcommands.fm
IMPORTANT: You need to specify the destination file extension.

Open Document At First/Last Page


Opens a document at the first or last page of the document. The page appears in a new window (leaving
the active window open) only if the page is in a different document.

Syntax:
openlink filename:firstpage
openlink filename:lastpage
Example:
oopenlink hypertextcommands.fm:firstpage
IMPORTANT: You need to specify the destination file extension.

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Open Document At Page Number


Opens a document at a specific page. The page appears in a new window (leaving the active window
open) only if the page is in a different document.

Syntax:
openpage filename:pagenumber
Example:
oopenpage hypertextcommands.fm:7
IMPORTANT: You need to specify the destination file extension.

Button Matrix
Defines a contiguous set of clickable areas in an image and associates one hypertext command with each
area.
For example, you can take a screen capture of a toolbar in an application and then assign one hypertext
command to each button on the toolbar. The hypertext command then navigates the reader to the corre-
sponding help for the associated button on the toolbar image.

Syntax:
matrix rows columns ReferencePageFlowName
Example:
matrix 1 3 button_matrix_flow

rows
Number of rows of buttons
columns
Number of buttons in a row
ReferencePageFlowName
Text frame created on the document reference page that defined the hypertext command for each
button in the matrix.

Define a button matrix


Define a button matrix to the map the three icons in the following image to three corresponding hyper-
text commands:

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MULTIPLE UNDO/REDO

Multiple Undo/Redo
Know the multiple undo or redo actions in FrameMaker.
You can undo or redo multiple actions in FrameMaker. For example, saving a .fm file as a .mif file does
not clear the history. However some actions cannot be undone and you are prompted to confirm the
action. For example, deleting a blank page from a document cannot be undone.

Undo and Redo commands


Know the undo and redo commands in FrameMaker.

A Redo icon appears in the toolbar, next to the Undo icon . Click this button to redo the most
recently undone action in the current document.
A Redo command also appears in the Edit menu and in context menus, under the Undo command,
showing the most recent redoable command in the current document.

Figure 1: The Edit menu displays the last command as well as the last command that has been undone.
If no action is available for Undo or Redo in the current document, the corresponding menu options and
toolbar buttons are unavailable (dimmed).
Choosing View > Undo History or pressing ctrl+K opens the command Undo History panel, which allows
you to undo or redo an action other than the most recent one, along with all of the subsequent actions.

Document-level command history


See the document-level command history in FrameMaker.
FrameMaker maintains a history of undoable commands, so that you can select one or more recent
commands to undo or redo.
The command history is available through the Edit menu and context menus. The command history is
kept separately for each document, so undoing or redoing an operation in one document does not
change the undo capability of another open document.

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Cursor movement and object selection actions are not undoable, but when a previous state is restored,
it includes the original cursor location and object selection state.
Commands that affect an external file (such as Spelling Checker commands that update the user dictio-
nary) cannot be undone.

Repeat Last Operation


Know how to repeat last operation in FrameMaker.
FrameMaker features a powerful Repeat Last Operation feature that makes it easy for you to repeat the
previous operation, when working on a FrameMaker document.
Repeat Last Operation can be performed on a document at the following locations:
• The current insertion point
• The current text selection
• The current object selection
To perform the Repeat operation, choose Edit > Repeat [operation/object name] from the FrameMaker
menu.
In addition, you can view the history buffer by selecting View > Undo History from the FrameMaker
menu.
Click once on an entry in the buffer to perform it. Click once more on the entry to undo the operation.
Repeat Last Operation can be performed for the following actions on the document:
• Typing: Repeat Last Operation history buffer remembers the last chunk of characters that were
typed. The typing sequence is broken when:
– The user clicks in the document.
– The user switches between tabbed documents.
• Paste: Repeat Last Operation can repeat the last paste operation at the current cursor location for
both text and graphic objects in the clipboard. The list of graphic objects that can be pasted with
Repeat Last Operation, are as follows: Aframe, Arc, Ellipse, Group, Inset, Line, Math, Polygon,
Polyline, Rectangle, Rounded Rectangle, TextFrame, TextLine, Unanchored Frame.
NOTE: The copy operation is not repeatable.
• Delete: Repeat Last Operation can repeat deletion of both text as well as graphical objects.
NOTE: If you delete multiple characters and then use Repeat Last Operation, only a single character
is deleted. Character deletion and object deletion operations are interchangeable. If you delete a
character and then perform a Repeat Last Operation on a graphic object, the graphic object is also
deleted.
• Apply Character Format Changes: Repeat Last Operation can reapply the properties of the last
applied character formatting to the new text selection.
• Apply Paragraph Format Changes: Repeat Last Operation can reapply the properties of the last
applied paragraph formatting to the new paragraph selection.

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MULTIPLE UNDO/REDO

• Insert Graphic Objects: Repeat Last Operation can reinsert the last inserted graphic object at the
current cursor location. This operation works across documents.
The list of graphic objects that can be inserted are as follows:
Aframe, Arc, Ellipse, Group, Inset, Line, Math, Polygon, Polyline, Rectangle, Rounded Rectangle,
TextFrame, TextLine, Unanchored Frame.
• Insert Table: You can use Repeat Last Operation to reinsert the last inserted table at the current
cursor location.
• Set Object Properties: When you apply the Repeat Last Operation command to set object proper-
ties, FrameMaker applies the last specified object properties to the new object.
• Set Text Properties: Repeat Last Operation can repeat the last selected text property such as Plain,
Bold, Italic, Underline and Justify to the currently selected text or paragraph.
• Insert Footnote/Anchored Frame: You can use the Repeat Last Operation command to insert a
previously inserted Footnote/Anchored Frame at the current cursor position.
• Find/Change: When you apply the Repeat Last Operation command to the Find/Change proce-
dure, FrameMaker performs the last Find/Change operation on any further occurrences of the
specified text.
• Apply Conditional Text: Repeat Last Operation can repeat the last applied conditional tag to the
currently selected text.
The keyboard shortcut for the Repeat Last Operation action is F6. Repeat Last Operation is
session-specific and not document specific.
Repeat Last Operation actions can be turned off by editing maker.ini. Edit the following entries:
• RepeatTypingEnabled: By default this entry is set to ON. Set this entry to OFF to disable the repeat
typing operation.
• RepeatEnabled: By default this entry is set to ON. Set this entry to OFF to disable the repeat last
operation actions.
NOTE: Use caution when editing the maker.ini file.

Undo History panel


Know about the History panel in FrameMaker.
The Edit > Undo and Redo menus show the most recent command, but a complete command history is
available in the Undo History panel, available from View > Undo History or by pressing ctrl+K. This panel
allows you to select an action to undo or redo. The command history is shown only for the active docu-
ment.
In the Undo History panel, the most recent command is highlighted. Commands listed above the most
recent are undoable. Commands listed below the most recent are redoable, and are marked with an
asterisk (*).

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MULTIPLE UNDO/REDO

Figure 2: The Undo History panel


You can undo and redo actions only in the order in which they were originally performed. When you
select a command to undo, all later commands (which have been affected by the selected action) are also
undone. FrameMaker also moves the selected command and all succeeding commands to the Redo list.
Similarly, redoing a command moves it and subsequent commands back to the Undo list.

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SPELL CHECKING, HYPHENATION AND THESAURUS

Spell checking, Hyphenation and Thesaurus


Understand various ways to change spelling checker options and hyphenation in FrameMaker.
Adobe FrameMaker supports editing content in virtually any language of the world and offers spell
checking, hyphenation and thesaurus functionalities for a large number of languages. The following table
lists, for which of the officially supported languages FrameMaker offers, spell checking, hyphenation, and
thesaurus functionalities.

Language Spell Checking Hyphenation Thesaurus

Arabic yes no no
Bulgarian yes yes no
Catalan yes yes no
Chinese (Simplified) no no no
Chinese (Traditional) no no no
Croatian yes yes no
Czech yes yes no
Danish yes yes yes
Dutch yes yes no
Dutch (New) yes yes yes
English (Canada) yes yes yes
English (UK) yes yes yes
English (US) yes yes yes
Estonian yes yes no
Farsi no no no
Finnish yes yes no
French yes yes yes
French (Canadian) yes yes yes
German (Austria) yes yes no
German (Germany yes yes no
1901 Old rules)
German (Germany, yes yes no
1996)

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SPELL CHECKING, HYPHENATION AND THESAURUS

Language Spell Checking Hyphenation Thesaurus

German (Germany, yes yes yes


2006)
German (Germany, yes yes yes
1901)
German (Swiss 1996) yes yes no
German (Swiss 2006) yes yes yes
Greek yes yes no
Hebrew yes yes no
Hungarian yes yes no
Italian yes yes yes
Japanese no no no
Korean no no no
Latvian yes yes no
Lithuanian yes yes no
Norwegian yes yes yes
Nynorsk yes yes no
Polish yes yes no
Portuguese (Portugal) yes yes no
Portuguese (Brazilian) yes yes no
Romanian yes yes no
Russian yes yes no
Slovak yes yes no
Slovenian yes yes no
Spanish yes yes yes
Swedish yes yes yes
Thai no no no
Turkish yes yes no

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Spelling Checker
The Spelling Checker checks for incorrect spelling, repeated words, unusual hyphenation or capitaliza-
tion, punctuation errors, straight quotation marks (when curved must be used), and extra spaces.

Run Spelling Checker


Know how to run spelling checker in FrameMaker.
You can spell-check the current page, the open document, the entire book, bookmap or DITA map, or
selected files within the book.
NOTE: The spell check only checks on pages of the type you are viewing, for example, master pages or
body pages.
NOTE: To check the spelling inside a text inset, open the text inset and use the Spelling Checker.
1) Choose Edit > Spelling Checker.
The Spelling Checker dialog is displayed:

Figure 1: The Spelling Checker dialog


2) Click Start Checking.
FrameMaker begins spell-checking from the insertion point location in the active document or from
the first document of the book if the book window is active.
If an error is encountered, the word or phrase is displayed in the Misspelling? field. FrameMaker at-
tempts to find alternative options that you can choose from. The Correction field displays the first
available alternative.
3) To correct a typing error, choose the correct alternative from the available list.
If the correct text is not available in the list, you can enter the alternative in the Correction field.
4) Click Correct.
5) You can also choose to ignore the correction flagged by the checker.

Learn
Add the flagged text to the personal dictionary. The text will no longer be flagged by the checker.
If you open another document or if you restart FrameMaker, the word is not flagged.
If FrameMaker adds a word that contains uppercase letters to a personal or document dictionary,
when Unusual Capitalization is selected in the Spelling Checker Options dialog box, it considers any

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other capitalization of the word a spelling mistake. For example, if FrameMaker learns Trinidad, it
questions the spelling of trinidad. However, if it learns trinidad, in all lowercase letters, it does not
question any type of capitalization of the word.
Allow in Document
Add the flagged text to the document dictionary. The text will not be flagged by the checker for the
current document.

6) To ignore the current instance of a text that is flagged by the checker, click Start Checking.
NOTE: FrameMaker does not spell-check superscript and subscript text or manually micropositioned text,
such as text with a manual baseline shift.
If you are spell-checking a book or map, FrameMaker continues checking until all documents in the book
are checked. If a document cannot be opened, the document is skipped and a message appears in the
Book Error Log.
NOTE: When spell-checking throughout a book or map, you cannot spell-check master or reference pages.

An alert message prompts you to save the document before continuing with the next document. When
the last document in the book has been checked, a Spelling OK or Finished checking spelling message
appears.
To check the spelling in specific documents of a book or map, you can select them in the resource
manager view, and then choose Selection to spell-check only those files, books, or maps if you decide to
spell-check the entire book or map.
FrameMaker draws a red squiggly line under words, to indicate spelling mistakes—words not present in
the dictionary. This squiggly line appears once you have entered the entire word and pressed the Space
key. A green squiggly line under the word indicates a punctuation mistake. To correct, right click on a
highlighted word and select the desired option.
NOTE: For the words highlighted in green, the options to add to dictionary are not applicable, and hence
are not available.

Set Spelling Checker to skip text


know how to set spelling checker to skip text in FrameMaker.
You can prevent the Spelling Checker from checking the spellings of part of a document. For example,
perhaps you don’t want to spell-check paragraphs of computer code.
To ignore certain text, change the Language property to None in the Character Designer.
NOTE: When you set the language of text to None, FrameMaker no longer provides hyphenation for it.

Correct spelling errors automatically


Know how to correct spelling errors automatically in FrameMaker.
You can have FrameMaker automatically correct future occurrences of a misspelled word or typing error.
FrameMaker keeps track of the errors to correct automatically until you exit or until you instruct
FrameMaker to stop making the corrections.

311
Before changing a particular misspelling or typing error automatically, verify the changes to make. If you
use the Automatic Correction option when correcting a repeated word, FrameMaker corrects every
repeated word even though some are correct (such as had had). Similarly, if thst is a misspelling of both
test and that, you don’t want to change it automatically to either word.
1) Choose Edit > Spelling Checker and click Start Checking.
2) When FrameMaker questions a word or typing error, select and click Correct.

Change Spelling Checker options


Understand various ways to change spelling checker options in FrameMaker.
When you spell-check a document, FrameMaker also checks for errors that don’t involve spelling—for
example, repeated words, extra or misplaced spaces, or unusual capitalization. You can specify the kinds
of typing errors to check.
You can also limit the spell-check so that FrameMaker overlooks certain types of words. For example,
perhaps you want to overlook words that contain numbers.
1) Choose Edit > Spelling Checker and click Options.

Figure 2: Spelling options in the Preferences dialog

Auto Spell Check


Spell check the words in a document as you type. If a word is misspelt, a red squiggly appears below
the word.
NOTE: Auto spell check is session specific and not document specific. If the same document is opened on
a different machine, settings for Auto spell checker might differ.

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Find group
In the Find group, specify the types of typing errors you want to find. For example, select Unusual
Capitalization if you want to find words with uppercase letters in inappropriate locations (for
example, GReen).
Ignore group
Specify the kinds of words you want to overlook. For example, select Words With Digits if you want
to ignore words that contain numbers.
NOTE: The more words FrameMaker overlooks, the greater the possibility that your document contains
mistakes. For example, if you choose to ignore words containing a period, you also skip over a sentence
that begins without a space after the preceding period.
Get Defaults
If you change the Spelling Checker options and then want to reset the default options, click Get
Defaults. If you exit FrameMaker without resetting the default options, your current settings
become the default options.

2) Click OK.
FrameMaker rechecks only paragraphs that have been edited since the prior check. If you change options
after spell-checking a document, consider running the Spelling Checker again after instructing
FrameMaker to mark all paragraphs for rechecking.

Check spelling in different languages


Know how to check spelling in different languages in FrameMaker.
All text in a document is assigned a language. When you spell-check a document, FrameMaker uses the
main dictionary of the language assigned to the text. You can change the language used to spell-check
text by changing the language assigned to the text. You can also add Unicode (UTF-8)-encoded words to
user and personal dictionaries in FrameMaker.
FrameMaker contains dictionaries for all supported languages. However, the default installation contains
only one dictionary in a single language.
• To change the language of text in a document, use the Language property in the Default Font prop-
erties of the Paragraph Designer to change the language of one of the following:
– A single paragraph, or all the paragraphs in a document.
– A range of text within a paragraph, or the language of a text line.
For your structured documents, you can select any one of the 46 languages bundled with FrameMaker
and add it as an attribute value for @xml:lang. FrameMaker automatically sets the language for
spell-checking based on the language setting in the xml:lang attribute from your XML file (see Language
and font settings in structured documents).
Note the following about Asian-language documents:
• In an Asian-language document, some special characters are not displayed in the Spelling Checker
as they are in a Western-language document. For example, a backslash is displayed as a yen symbol,
and a nonbreaking hyphen is displayed as a blank.

313
• In an Asian-language document that contains Roman text, make sure that you turn off the Straight
Quotes option in the Spelling Checker dialog box so that the Spelling Checker does not stop on
properly spelled words.

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Dictionaries
Understand site, personal, and document dictionaries in Adobe FrameMaker.

Adobe FrameMaker automatically creates a personal dictionary for you and a document dictionary for
each of your documents. You can use either the Spelling Checker or Auto Spell Check options, to add or
delete words in these dictionaries, or you can manage the dictionaries directly. When you work with a
dictionary directly, you can examine and edit its contents or merge it with another dictionary. You can
create multiple personal dictionaries and then use them one at a time.
If you make changes either to a personal or to a document dictionary, mark all paragraphs for rechecking
before you spell-check the document again.
You perform many of the following tasks in the Dictionary Functions dialog box.
The FrameMaker Spelling Checker uses several dictionaries to check text for spelling errors. When you
spell-check a document, FrameMaker compares each word in it with the words in the following dictio-
naries:

Main dictionary
Contains words found in a standard dictionary. You can’t add words to or delete words from this
dictionary
Default Site Dictionary
Contains some technical terms. You can add words common to your site or workgroup—for
example, the company name and product names. The site dictionary is normally in the site.dict
file in the FrameMaker dict folder.
Personal Dictionary
Contains words you use often. Because FrameMaker uses this dictionary whenever you spell-check
any document, use this dictionary for words that are neither document-specific nor site-specific
(for example, your name). You can add or delete words. You can also create several personal dictio-
naries and switch between them.
Document Dictionary
Contains words that are acceptable in a particular document. FrameMaker uses this dictionary
regardless of who is editing the document. You can add words to or delete words from it. Unlike
the other dictionaries, the document dictionary is part of the document rather than a separate file.

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Dictionary Functions dialog
Understand the Dictionary Functions dialog and the different types of dictionaries in Adobe
FrameMaker.
Choose Edit > Spelling Checker to open the Spelling Checker dialog. Click Dictionaries to open the Dictio-
nary Functions dialog.

Figure 1: The Dictionary Functions dialog

Personal Dictionary
From the drop-down list:
Set to None: Spell check a document without using the personal dictionary
Write to File: Specify the file to which you want to copy the dictionary contents. You can edit this
file and then use it as a new dictionary.
NOTE: If a book window is active when you choose this command, the document dictionaries are copied
to a single file.
Merge from File: Choose the file to merge with the current dictionary.
Import Dictionary: Locate or specify the name of the file that contains the personal dictionary you
want to use and click Use.
Document Dictionary
From the drop-down list:
Clear: Delete the contents of the document dictionary
Write to File: Specify the file to which you want to copy the dictionary contents. You can edit this
file and then use it as a new dictionary.
NOTE: If a book window is active when you choose this command, the document dictionaries are copied
to a single file.
Merge from File: Choose the file to merge with the current dictionary.
Write All Unknown Words to File
Add all the words in the current document with incorrect spelling to a dictionary.

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Clear Automatic Corrections
To ensure FrameMaker does not Correct spelling errors automatically the next time you open
FrameMaker.
Mark All Paragraphs for Rechecking
FrameMaker rechecks only paragraphs that have been edited since the previous check. If you
change options after spell-checking a document, consider running the Spelling Checker again after
instructing FrameMaker to mark all paragraphs for rechecking.
Rehyphenate Document
Rehyphenate an entire document or book.

317
Dictionaries for supported languages
Understand the spellchecking support for the languages supported in Adobe FrameMaker.
In Adobe FrameMaker, the dictionaries, hyphenation, and thesaurus are Unicode enabled.
FrameMaker provides dictionary and hyphenation support for the following languages:
• Arabic
• Bulgarian
• Catalan
• Croatian
• Czech
• Danish
• Dutch
• Estonian
• Finnish
• Greek
• Hebrew
• Hungarian
• Italian
• Latvian
• Lithuanian
• Norwegian
• Nynorsk
• Polish
• Portuguese
• Romanian
• Russian
• Slovak
• Slovenian
• Spanish
• Swedish
• Turkish
NOTE: By default, dictionaries of all languages supported in FrameMaker are installed.

FrameMaker provides full authoring support (without dictionaries and hyphenation) for Japanese,
Korean, Traditional Chinese, and Simplified Chinese.
In addition, full authoring support (including language rules, dictionary, hyphenation, and thesaurus) is
extended for:
• English (US)
• English (UK)

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• English (Canada)
• French
• French (Canadian)
• Danish
• Dutch
• German – Austria (2006 reform)
• German – Germany (1901 Old rules)
• German – Germany (1996 Reform)
• German – Germany (2006 Reform)
• German – Swiss (1901 Old rules)
• German – Swiss (1996 reform)
• German – Swiss (2006 Reform)
• Italian
• Norwegian
• Swedish
• Swiss German
For German language, Adobe FrameMaker supports different DUDEN spelling and hyphenation engines.
The following spelling engines are available:
• Duden
• Duden: Konservativ
• Duden: Presse
• Duden: Tolerant
The following hyphenation engines are available:
• Duden All
• Duden All but unaesthetic
• Duden Aesthetic
• Duden Preferred Aesthetic

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Working with personal and site dictionaries
Understand how to create a personal and use a site dictionary in Adobe FrameMaker.

Create a personal dictionary


To create a personal dictionary, do the following:
1) Place words, with a hyphen at each hyphenation point, in a document. Type as the first line in the
document: <MakerDictionary 3.0>
2) Choose File > Save As. In the Save Document dialog, select a folder and define a file name. From the
Save as Type dropdown, choose Text Only format and click Save.
3) In the Save As Text dialog, select Put a Carriage Return: Only Between Paragraphs and click Save.

Change site dictionaries


You can specify a different site dictionary for each of several projects. You can also edit your site dictio-
nary directly.
If you are using Adobe FrameMaker across a network at your site, a system administrator probably
manages the site dictionary.
Specify the site dictionary in the maker.ini file in section [Files]. The default setting is:
SiteDictionary=dict\site.dct
CAUTION: Use caution when editing the maker.ini file.

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Edit dictionary files
Understand how to edit dictionary files in Adobe FrameMaker.

Introduction
You have editorial control over your document, personal, and site dictionaries. You can choose different
dictionaries, merge one dictionary into another, and edit and delete dictionaries.
1) If you’re editing a personal or document dictionary, use FrameMaker to write the dictionary
contents to a file.
2) Edit the file. If you use FrameMaker to edit a dictionary, be sure to do the following:
– When you open the file, select Treat Each Line As A Paragraph in the Reading Text File dialog
and click Read.
– When you save the file, choose Text Only format and click Save. Then click Only Between
Paragraphs and click Save.
3) Merge the dictionary file with another dictionary. If you removed words from the dictionary, delete
the original dictionary before merging the file. Otherwise, the deleted words remain in the dictio-
nary.

Add unknown words to a dictionary


If your document contains many correctly spelled words that FrameMaker questions, expedite
spell-checking by adding the words to a dictionary in a separate operation before you begin to
spell-check.
1) Make the appropriate document window or book window active.
2) Choose Edit > Spelling Checker.
3) Click Dictionaries.
4) Click Write All Unknown Words To File and click OK.
5) Specify a filename for the dictionary file, and click OK or Save. The resulting dictionary file doesn’t
include typing errors such as repeated words, capitalization errors, or extra spaces.
6) Edit the dictionary file with a text editor or with FrameMaker. Delete any words you do not want
to add to your dictionary, such as misspelled words.
7) In the Spelling Checker dialog box, click Dictionaries.
8) Choose Merge From File from the Personal Dictionary or Document Dictionary drop-down list, and
click OK. If you expect the words to appear in several documents, merge the words with a personal
dictionary, or merge them into all the files in a book.
9) Name and save the dictionary file.
NOTE: To add a few words to a dictionary, you can select
Learn Word from right click menu. Above
method is help if you have many words highlighted by red squiggly line.

Add hyphenated compound words to personal dictionary


A document sometimes contains hyphenated compound words. By default, FrameMaker spell-checks
each word in a hyphenated compound word rather than checking the hyphenated compound word as a

321
whole. For example, when spell-checking the word heavy-duty, FrameMaker checks heavy and then
checks duty. By changing the default settings, you can spell-check hyphenated compound words as single
words, and you can add hyphenated compound words to your personal dictionary.
1) Choose Edit > Spelling Checker and click Options.
2) Select Unusual Hyphenation and click Set.
3) In the Word box in the Spelling Checker dialog box, enter the hyphenated compound word you
want to add to your personal dictionary. Include a hyphen at the beginning of the compound word,
and type a backslash (\) before each hyphen that connects words.
For example, to add the word heavy-duty, type -heavy\-duty.
4) Click Learn.

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Hyphenation
Understand how to control hyphenation in FrameMaker.
When you add a word to a personal dictionary, FrameMaker suggests hyphenation points. You can
change them before adding the word. You can also specify that a word is always or never hyphenated.
For example, you can hyphenate heavy duty wherever it appears but never hyphenate your company
name.
After making hyphenation changes, rehyphenate the document.
TIP: For strict control over hyphenation (for example, before printing the final draft of a book), consider
searching your document for all hyphens that FrameMaker has inserted automatically. Choose Auto-
matic Hyphen from the Find drop-down list in the Find/Change dialog box.

Change word hyphenation


1) Show the hyphenation points of the word.
2) Adjust the hyphenation and click Learn. You can add and delete hyphens as necessary.

Prevent FrameMaker from hyphenating a word


1) Enter the word in the Correction box.
2) Click Show Hyphenation.
3) Remove all hyphens from the word.
4) Insert a hyphen at the beginning of the word.
5) Click Learn.

Rehyphenate an entire document


1) Make the appropriate document window or book window active.
2) Choose Edit > Spelling Checker.
3) Click Dictionaries.
4) Select Rehyphenate Document and click OK. This option works for an open document.
In case of a book file, select Rehyphenate All Files In Book and then click OK.

Portuguese hyphenation
FrameMaker provides the support for Portuguese hyphenation rule. According to the Portuguese
hyphenation rules, if a hyphenated word occurs at the end of a line and the hyphen is broken, another
hyphen should be added to be beginning of the next line.
For example, if a hyphenated word Estado-membro occurs at the end of a line, FrameMaker adds an
extra hyphen at the beginning of the new line (along with the hyphen of the word).
NOTE: No extra hyphen is added if the hyphenated word occurs within a line.

323
To apply Portuguese hyphenation to a text:
1) Enter the Portuguese text.
2) Choose Format > Paragraphs > Paragraph Designer and select Portuguese or Portuguese (Brazilian)
from the Language drop-down list.
3) Select Apply.

324
Thesaurus
Know more about thesaurus in FrameMaker.
Use the Thesaurus to look up synonyms, related words, and antonyms for words you specify. The
Thesaurus lets you improve on a word already in a document or search for the right word to insert.
You can look up any one of the words from the first pass and display its synonyms, related words, and
antonyms. FrameMaker keeps a history of the last 10 words you looked up.
If more information is available than fits, you can use the arrow buttons at the bottom of the dialog box
to view the additional information. FrameMaker displays the synonyms, antonyms, and related words
with capitalization that matches the capitalization of the word you looked up.
1) To look up a word or phrase in the thesaurus:
– To look up a word visible in the document window, select the word and choose Edit >
Thesaurus.
– To look up a word not visible in the document window, make sure that no text is selected,
then choose Edit > Thesaurus. Enter the word and click Look Up.
– To look up a phrase, make sure that no text is selected and choose Edit > Thesaurus. Enter the
phrase, including any hyphens, in the Thesaurus Look Up dialog box, and click Look Up
NOTE: If you try to specify a phrase by selecting it in the document window, FrameMaker looks
up only the first selected word.
– To look up a synonym, a related word, or an antonym displayed in the Thesaurus dialog box,
click the word. Synonyms, related words, and antonyms are shown in bold.
– To look up a word again, choose the word from the Word drop-down list in the Thesaurus
dialog box.
2) In the Language drop-down list, choose an alternative language.
FrameMaker uses the language of the current text. If a word is not selected or the insertion point is
not in a paragraph, FrameMaker uses the language of the interface you chose when you installed
FrameMaker. You can override the default language in new documents by creating your own tem-
plate for custom new documents.
NOTE: The Thesaurus for a language is installed along with the dictionary for that language.
3) To select a word to use in your document, select the word from the Synonyms or See Also lists and
click Replace.
If you have selected a word when opening the Thesaurus dialog, the word is replaced by the word you
selected in the dialog. If you did not select a word, the word you selected in the dialog, is placed at the
current insertion point.

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SEARCH

Search
The Find/Change functionality allows you to search for items (not only text) in a document, book, or map.
If you are searching in a document (Edit > Find/Change), FrameMaker begins searching at the insertion
point and continues through the document. It searches only pages of the type the insertion point is
on—for example, only body, master, or reference pages. When FrameMaker reaches the end of the
document, it continues the search at the beginning. After searching the main text flow, it searches other
text in the document. Because FrameMaker searches flow by flow rather than page by page, it some-
times appears to jump around within the document while searching.
If you are searching throughout a book, FrameMaker begins searching from the active document, or from
the first document of the book if the book window is active, and continues searching until all documents
in the book have been searched. If a document cannot be opened, the document is skipped and a
message appears in the Book Error Log.
NOTE: When you are searching through a book, bookmap, or DITA map, you cannot search the master or
reference pages.

Find / Change dialog


Work with the find and change dialog in FrameMaker.
To open the Find/Change dialog, choose Edit > Find/Change.

Figure 1: The Find/Change dialog

Find
Select the type of FrameMaker item to search. You can search for text and other Structured
authoring.

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SEARCH

NOTE: Whatever text that you search for gets stored in the Find drop-down list. The search history is main-
tained across FrameMaker sessions.
Simple Search
Searches as per the text entered in the Find field.
Wildcards
Searches based on the wildcard rules defined in the Find field:

Wildcard Description Sample

* Star. Any number of characters *orm searches for: form or


inform
| Pipe. Spaces or punctuation
. Dot. Any one character fo.m searches for form or
foam
^ Caret. Start of a line
$ End of line
[ab] Any one of the bracketed f[ao]rm searches for farm or
characters form
[^ab] Any character except the f[^ao]rm searches for f
bracketed characters followed by any character
except the a and o followed by
rm
[a-f] Any character in the specified f[b-e]rm searches for farm
range or form but not, for example,
ferm

NOTE: When performing a wildcard find, use the backslash character when finding a character that has
special meaning to wildcards. For example, \* searches precisely for * (the star character).
Regular Expressions
Searches based on the regular expression defined in the Find field.

Regular expression Description Sample

* Star. Zero or more instances *orm searches for: form or


inform, or frm
. Dot. Any one character fo.m searches for form or
foam

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SEARCH

Regular expression Description Sample

+ Plus. One Any one character fo.m searches for form or


foam
? Restrict the search to the next fo.+?m searches for fo
specified character followed by one or more
characters (any) followed by m
\d A digit \d+ Searches for a number with
one or more digits
{n} Specific number of instances so{1}n searches for son but
not soon
{n,m} Range of instances so{1-2}n searches for son
and soon but not sooon
{n,} Range n to m within braces. so{1-2}n searches for son
and soon but not sooon
^ Caret. Start of a line
$ End of line
[ab] Any one of the bracketed f[ao]rm searches for farm or
characters form
[^ab] Any character except the f[^ao]rm searches for f
bracketed characters followed by any character
except the a and o followed by
rm
[a-f] Any character in the specified f[b-e]rm searches for farm
range or form but not, for example,
ferm

NOTE: When performing a regular expression find, use the backslash character when finding a character
that has special meaning to regular expressions. For example, \* searches precisely for * (the star char-
acter).
Consider Case
Case-sensitive search
Whole word
Search for a whole word. For example, the search for the whole word so, finds so but not soon.
Find Backward
By default, the Find functionality searches from the start to the end of a document or book. Choose
this option to search backwards.

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Change
Select the item type to change the found item.
Regular expression change includes a capture group functionality. For example, to find the dates in
a document and change the format from dd-mm-yyyy to mm-dd-yyyy, use the following regular
expression:
(\d{2})-(\d{2})-(\d{4})
The round brackets on the date, month, and year parts of the regular expression are capture
groups. Each capture group is captured within the regular expression variables $1, $2, $3 etc.
To swap the month group with the date group:
$2-$1-$3
NOTE: If you choose Change or Change & Find when no text is selected in the document, FrameMaker
inserts or applies the replacement item at the insertion point.
Clone Case
Ensure that the changed item follows the same casing as the found item. For example, find so and
change to soon with Clone Case selected change so to soon and So to Soon.
Look in
Choose to find for items in a book, map, document, or current selection.

Search within nested DITA maps


FrameMaker provides the feature to search for different types of content within the nested DITA maps.
For example, when you search for a string in a DITA map, FrameMaker also searches for it in all the DITA
maps nested in the current map.

FrameMaker opens all the nested DITA maps one by one and searches the string in them:
• If the document contains the string, it is opened, and the text is highlighted.
• If the document does not contain the string, the search continues with the following document.
Once the search is complete, FrameMaker displays a success message as Finished searching (if the string
is found and highlighted) or a failed message as Not found (if no instances are found).

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You can also Find and then Change the text in nested DITA maps. The text is replaced in the files, and you
are prompted to save them when you try to close them.
This feature helps you quickly find and replace all occurrences of a string within many nested maps. It
enables you to maintain consistency. For example, you can quickly change the string “FrameMaker” with
“Adobe FrameMaker” in all the nested DITA maps.

NOTE: The find operation will skip any locked files.

Find and change the object styles


To find an object with a specific object style applied, do the following:
1) Open the .fm document in which you want to search the objects with specific object styles applied
to them.
2) Select Object Style Tag in the Find drop-down list.
3) Select the object style that you want to search. For example, MyRed object style.
WARNING: You must search for a correct object style; else you will get an error.
If you want to search all objects which have any or no object style applied on them, select Anchored
Frame from the Find drop-down list. This will help you to search all objects present in anchored
frames and apply a specific object style to all of them in one go.

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4) Select Object Style Tag To: from the Change drop-down list.
5) Select the object style that you want to change to. For example, MyGreen object style.
NOTE: If you try to apply an object style that has a property which is not valid for the selected object,
you will get an error. For example, you cannot set Runaround properties for an anchored frame.
6) Click Find.
FrameMaker finds the object wilt the selected object style. If no objects with the select style are
present, then you get an error.
7) When FrameMaker finds the object, do one of the following:
a) To make the change to the found object but not continue searching for other occurrences of
the object, click Change.
WARNING: You must search for a correct object style in the Change dropdown list, else
FrameMaker displays an error when you try to change the object style.
b) To make the change to the found object and then continue searching for other occurrences,
click Change & Find.
c) To change all occurrences of the found objects in the document or only the occurrences in the
current selection and click Change All.
FrameMaker displays the following details if some or no changes are done:
1) Total number of changes requested: <number of objects found with the searched style>.
2) Success: <Number of objects changed successfully>
3) Failed: <Number of objects which have not been changed>
You can refer to the console for details about the failed changes and do a Find/Change again after fixing
the issues.
FrameMaker displays a success message on changing the object style of all the objects which have the
searched object style.

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Types of search items


Know various types of search items in FrameMaker.
In addition to text, you can search for any of the following items in a selection, in a document, or
throughout an entire book. You can also search in a map from the Resource Manager view.

Text formats and styles


Character format properties, or specific paragraph or character styles. In structured FrameMaker,
Element appears right after text, so you can search for element name, attribute name, attribute
value, or simultaneously for all three.
1) Copy the text with the character formatting you want to find. FrameMaker uses only the first 126
characters copied into the clipboard.
2) Choose Edit > Find/Change. In the Find/Change dialog box, choose Text & Character Formats On
Clipboard from the Find drop-down list. Don’t type the text you want to find in the Find box.
3) Click Find.
To prevent FrameMaker from applying a property to found text, set the property to As Is.
TIP: After making changes in the Change To Character Style dialog box, you can reset the dialog box to
match the format of the current text by pressing ctrl+Shift+F9.
Markers
FrameMaker uses markers for cross-references, indexes, and other purposes. It can find any type
of marker or just the marker type you specify. When text symbols are visible, a symbol indicates
a marker.
FrameMaker can also find markers with specific marker text.
1) In the Find/Change dialog box:
– To find any marker in the document, choose Marker – Any from the Find drop-down list, and
leave the Find box blank.
– To find a specific type of marker, choose Marker – Of Type from the Find drop-down list, and
enter the marker type in the Find box.
– To find a marker with specific text, choose Marker – Of Text from the Find drop-down list, and
enter the marker text in the Find box.
2) Click Find. If the Marker dialog box is open (Insert > Marker), the marker text for the found marker
appears in the dialog.
Change marker text

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You can also change the marker text by using the Find/Change dialog. To change marker text
perform the following steps:
1) To find a marker with specific text, choose Marker - Of Text from the Find drop-down list, and enter
the marker text in the Find box. For example, if there are markers with marker text - 'Adobe
FrameMaker', you can search complete text 'Adobe FrameMaker' or only 'FrameMaker'.

2) Click Find to find the marker with the entered text.


3) To change the marker text choose Text of a Marker To from the Change drop-down list, and in the
Change box enter the marker text you want to change to. For example, enter 'FrameMaker' in the
Change box.
NOTE: You must choose Text of a Marker To, to change the text in the marker.
4) Click Change to change the specific marker text found and Change All to change all occurrences of
the found marker text. FrameMaker displays a success message on changing the marker text of all
the markers which have the searched marker text.
TIP: You can also use the Insert > Marker dialog box to edit the specific marker text.

Object Style Tag


Objects styles applied on any object within the document. For more information, refer to Find and
change the object styles.
Cross-references
Any cross-references, regardless of their formats, cross-references that use a specific format, or
unresolved cross-references—cross-references that FrameMaker is unable to update. When an
unresolved cross-reference is found, the marker text of the cross-reference appears in the Find box.

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Text insets
Any text imported by reference. You can also search for unresolved text insets—insets that cannot
be updated from their sources. However, you can’t search for graphics subscribers or OLE linked
objects. (To list OLE links, choose Edit > Links.)
Variables
Any variables, regardless of their variable names, or specific variables.
Rubi
Any rubi text, when Japanese fonts are installed on your system.
Anchored frames
Frame that contains graphics and helps you locate them. Graphics placed in non-anchored frames
are not found.
Footnotes
Any text or table footnotes.
Tables
Any tables regardless of their table styles, or tables with a specific style.
Conditional text
Any conditional text, regardless of its condition tags, text with specific condition tags, or uncondi-
tional text. FrameMaker cannot find conditional table rows or hidden conditional text.
You can search for visible text that has specific condition tags. When FrameMaker finds visible
conditional text, it selects all adjacent text that uses these condition tags.
FrameMaker cannot find conditional table rows.
1) Make sure that the text with the condition tags you want to find is visible.
2) In the Find/Change dialog box, choose Conditional Text from the Find drop-down list.
3) Do the following:
– To find text with a particular condition tag, move the condition tag to the In list.
– To find text that doesn’t have a particular condition tag, move the tag to the Not In scroll list.
– If you don’t care whether found text has a particular condition tag, move the condition tag to
the As Is scroll list.
– To find all conditional text, move all tags to the As Is scroll list.
– To find unconditional text, select Unconditional.
NOTE: To move a condition tag between scroll lists, select the tag and click an arrow, or
double-click the tag. To move all tags from one scroll list to another, select a tag in the list and
Shift-click an arrow.
4) Click Set, and then click Find.
Automatic hyphen
Words that are hyphenated automatically.

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Text and character formatting on the clipboard


Text that matches the clipboard text, capitalization, and character formatting.

Unicode text search


Understand Unicode text search in FrameMaker.
FrameMaker uses the UTF-8 encoding format. Therefore, every character in a .fm or XML document
containing Unicode-encoded text uses multiple bytes. As a result, only the string entered in the Find field
is used to perform the search operation.
Searching in a range is applicable only to Unicode characters, and users can search for any character that
belongs to the Basic Multilingual Plane (BMP). Unicode code points can also be used for performing
search and replace operations. For example, you can provide \uXXXX as the input to locate a character
that has code point XXXX. Thus, to search for letter “A” whose code point is u+0041, you can specify
\u0041 in the Find/Change dialog box.
A code point is any value in the Unicode codespace, which is a range of integers from 0 to 10FFFF16.
This particular range is defined for the codespace in the Unicode standard only. Other char-
acter-encoding standards sometimes use other codespaces.
You can also use wildcard characters while searching for Unicode text.
NOTE: In Asian documents with multibyte characters, the bracket characters [ ] do not work as wild-
cards.

Special character and nonprinting symbol search


Know about searching special character and non-printing symbol in FrameMaker.
You can search for any text, including single characters, phrases, and special characters that aren’t on
your keyboard. You’ll need to type the backslash sequence.
For example, you could find empty paragraphs by searching for \P\p (beginning of paragraph followed
by end of paragraph).
You can use most of these sequences for both searching and replacing—for example, replacing a forced
return symbol with an end-of-paragraph symbol. However, you cannot replace with the end-of-flow,
start-of-paragraph, start-of-word, or end-of-word sequence.

Define a custom tag to filter the search


If a custom tag has been defined in the DTD, then you need to add the tag in the
tagsAndFilters.json file.
The following three conditions on the tags can affect the search and so you need to add tags for them in
the tagsAndFilters.json file:
1) WhitespaceHandlingOff - Preserve whitespaces in WYSIWYG (For example, <codeblock>).
2) TagsToIgnore- Ignore the tags while doing the search (For example, <metadata> and
<image>).

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3) BlockElements- Separate each block element from another while doing the search
(For example, <p> and <div>).
For example, if a new tag for white spacing handling off has been defined in xml:space preserve,
you need to add the tag in the tagsAndFilters.json file at the following location:
C:/Program Data/Adobe/FrameMaker/17/Preferences/xmlSearch/tagsAndFil-
ters.json.

Regular expression configuration


Know about regular expression configuration in FrameMaker.
FrameMaker uses the boost engine for Regex. For more information on Boost, see
http://www.boost.org/.
You can write the regular expressions using the following syntax:
• Perl (default): See Perl doc – Regular expressions
• Grep: See Grep – Regular expressions
• Egrep: See Egrep – Regular expressions
By default, you use the Perl regular expression syntax to write regular expressions in FrameMaker.
However, to use either the Grep or Egrep regular expression syntax, you need to update the Regular
Expression Syntax flag in the maker.ini.

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EXPORT TEXT AND GRAPHICS

Export text and graphics


Learn how to export text and graphics in Adobe FrameMaker.
You can use the following techniques to export text and graphics:
• Copy and paste between files and applications.
• Save a document in another format.
• Use print options to create a PostScript or EPS file.
• Create a Portable Document Format (PDF) file.
• Save as HTML, which can convert a document’s graphics to GIF, PNG, or JPEG format.
• Save as XML.
• Send the document as an e-mail attachment.
• Use drag-and-drop techniques.
RELATED LINKS:
Create a PostScript file
Import Adobe Illustrator files
Use drag-and-drop
Specifying graphics conversion

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UNICODE SUPPORT

Unicode support
Understand multilanguage authoring and Unicode support in FrameMaker, and the use of third-party
keyboards.
In this topic
• About Unicode
• Unicode in FrameMaker
• Adding multilingual text
• Set up input languages
• Using third-party keyboard applications
• Using the Character palette
• Using the Hex Input palette

About Unicode
Unicode is an industry standard that allows computers to represent text in most of the world’s languages
in a consistent way. It is implemented by different character encodings, such as UTF-8, UTF-16, and
UTF-32. FrameMaker supports all three encodings but stores files in UTF-8. If you import files encoded
in UTF-16 or UTF-32, FrameMaker automatically converts them to UTF-8.
In text processing, Unicode provides a unique number or code point for each character in a language. The
Unicode standard does not specify the typeface or the visual rendering of each character. This is handled
through Unicode fonts that may include visual renderings for thousands of Unicode characters thereby
providing a single typeface across multilingual documents.

Unicode in FrameMaker
The Unicode standard is a character coding system designed to support the worldwide interchange,
processing, and display of text in any language or character set. Unicode encoding allows you to create
documents containing characters from any number of character sets, and allows sharing of documents
between different geographic or linguistic regions.
FrameMaker supports Unicode text encoding for creating, editing, saving, and publishing documents in
multiple languages and for creating multilingual documents. Unicode text is supported in FrameMaker
markers, catalog entries, and dialogs. PDF export supports Unicode text, bookmarks, tags, and
comments. You can import or copy Unicode content from other applications.
Unicode assigns a unique number to every single character, no matter which language or type of
computer you use.

Portable
Letters and numbers do not change when you move the file from one workstation to another.
Adding a foreign language to a document doesn’t cause confusion, because foreign characters have

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UNICODE SUPPORT

their own designations that don’t interfere with the encoding from other languages in the same
projects.
Robust
Because Unicode-compliant fonts offer a larger number of potential characters, specialty type char-
acters are readily available.
Flexible
With Unicode support, substituting a typeface in a project does not result in substituted characters.
With a Unicode-compliant font, a g is a g no matter which typeface is used.
All of these things make it possible for a French company to do work for a client in Korea and hand
the job off to a partner in the United States without having to struggle with the text. The writer or
designer must enable the correct language in the operating system, load the foreign-language font,
and continue the project.
1) To enable your computer to author content in languages other than English, start your computer
in the UTF-8 locale.
2) To enable the dictionaries or open the thesaurus, select the desired language from the Input
Method Editor (IME) Language bar.
3) Start typing the content in the selected language.
Certain features support Unicode, such as find and change, markers, hypertext, and catalog entries.
You can export to PDF with Unicode bookmarks, tags, comments, and so on. You can import or
export Unicode content from other applications. Additional dictionaries help you author content in
more languages.

Adding multilingual text


This section needs some rework and update for newer operating systems. I still describes process for
Windows XP and Vista, but Windows 7, 8 and 10 are missing.
There are multiple ways to input characters in Unicode in a document. You could configure the regional
language or locale settings on your computer to add the required languages for keyboard input. You
could also configure and use a soft keyboard layout provided by third-party plug-ins.
Keyboard layouts cannot have simple key combinations for all characters and so FrameMaker provides
two alternative input methods that allow access to the entire range of Unicode characters. One is the
Hex palette which allows you to specify the code point in any of the three UTF encodings. The other is
through a character map, which is a visual table listing all Unicode characters available in the selected
font.
The Microsoft Windows XP Service Pack 2 (SP2) and Windows Vista® operating systems have regional and
language settings. Use these settings to add additional languages for keyboard input. These languages
and speech settings appear in the Language bar on the desktop. After you select a language and set up a
localized keyboard, you can start typing the required text in the document. The keyboard layouts are
defined by Microsoft.
You can type words in the selected language or input appropriate Unicode characters.

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UNICODE SUPPORT

Set up input languages


1) On your computer, open the Control Panel and double-click the Regional And Language Options
icon. The Regional And Language Options dialog box appears.
2) Click the Languages tab.
3) Click the Details button. The Text Services And Input Languages dialog box appears.
4) In the Settings tab, click the Add button. The Add Input Language dialog box appears.
5) Select a language from the Input Language list.
6) Click OK. The selected language is included in the Installed Services list.
7) Select the desired language in the Default Input Language list.
8) Click Apply and click OK to save the settings and close the Text Services And Input Languages dialog
box.
9) Click the Regional Options tab, and then choose the language you selected in the Default Input
Language list.
10) Click Apply and then click OK to save the settings and close the Regional And Language Options
dialog box. The Language bar or the Input Method Editor (IME) appears in the system tray of your
computer.
11) Open FrameMaker, and then type the content. The text appears in the selected language.
NOTE: If you change thelanguage in the Default Input Language list and the Regional Options tab, the
language selected in the Language bar is also updated automatically.

Using third-party keyboard applications


Several third-party keyboard layout applications are available for different languages in Windows. When
these layouts are activated, FrameMaker starts receiving input according to the keyboard mappings set
by the third-party software.
FrameMaker does not alter any of the key definitions.

Using the Character palette


The character palette lists all the Unicode characters in the three character sets.

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UNICODE SUPPORT

Figure 1: Character palette


A. Select the font B. Scroll for the character in the selected font
1) Place the cursor where you want to insert the character in your document.
2) Choose File > Utilities > Character Palette.
3) Select the font that supports the language you want to type in. The character palette displays the
characters available in the selected font.
4) Click the box containing the character that you want to insert. Use the scroll bar to scan the char-
acter palette if needed.
Each character's code point in UTF-32, UTF-16, and UTF-8 is displayed at the bottom of the charac-
ter palette.
5) If the character inserted in your document does not match what you selected, ensure that the font
in the document is the same as the font selected in the character palette.
6) Click outside the character palette to dismiss it.

Using the Hex Input palette


The Hex Input palette allows you to add a Unicode character in your document by specifying its code
point.

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UNICODE SUPPORT

Figure 2: Hex Input palette


A. Typing area. B. View area. C. Click UTF-32 to change the default encoding. D. Click the arrows to
browse the symbols.
1) Place the cursor where you want to insert the character in your document.
2) Choose File > Utilities > Hex Input to display the Hex Input palette.
3) Type the Unicode number of the character you want to insert. The corresponding character is
displayed on the right.
4) To toggle between Unicode character sets, click UTF 32.
5) If you cannot find the character you want to insert, either click the arrow keys to search sequen-
tially or click the character to display the Character palette.
Also, ensure that you have selected the appropriate font from the Character palette. The character
for the same hex value changes depending on the font that you select.
6) Click outside the Hex Input to dismiss it.

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ASIAN LANGUAGE SUPPORT

Asian language support


Understand Asian language support, character sets and encoding methods, typesetting rules, and
exporting in other Asian languages in Adobe FrameMaker.
Adobe FrameMaker supports Simplified Chinese, Traditional Chinese, and Korean. You can display, input,
print, find and replace, import, and export Chinese and Korean text.
The following sections describe the Chinese and Korean features in detail.

Character sets and encoding methods


Simplified Chinese
FrameMaker supports the GBK character set, which is a superset of the GB2312-80 character set. The
Simplified Chinese versions of Windows systems support GBK. UNIX and Macintosh support the standard
GB2312-80 character set. The characters in the GBK character set are encoded in the 0x8140 and 0xFEFE
code range on Windows. The characters on Macintosh and UNIX are encoded within 0xA1A1 and 0xFEFE.
Because the characters between 0xA1A1 and 0xFEFE are identical on all platforms, documents are
cross-platform compatible. However, if you use extended characters in GBK, they will be displayed as
meaningless characters on Macintosh and UNIX.

Traditional Chinese
FrameMaker supports the Big5 character set. These characters are encoded within 0xA140 and 0xFEFE
on Windows and Macintosh. Chinese UNIX supports a larger character set (CNS11643-1992) in seven
code planes. The first two code planes include the same characters as in the Big5 character set, although
the code mapping is different. FrameMaker supports only the first two code planes on UNIX. If you enter
characters in code plane 3 and above, they will appear as spaces in FrameMaker. The Traditional Chinese
version of the UNIX operating system uses EUC- CNS encoding. FrameMaker provides code conversion
between Big5 and EUC-CNS.

Korean
FrameMaker supports the KSC 5601-1992 character set. These characters are encoded in the 0xA1A1 and
0xFEFE code range on Windows, Macintosh, and UNIX. This encoding method is known as Wansung
encoding. Most Windows versions have additional Hangul characters (Windows codepage 1361), which
are called Johab characters. Because Johab characters are not commonly used and are not standard,
FrameMaker products do not support these characters. If you enter a Johab character, it may become
two separate, meaningless single-byte characters.

Inline input
Chinese and Korean character sets contain thousands of characters, many more than the keys on a stan-
dard keyboard. To enter these thousands of characters from a standard keyboard, you use a front-end
processor (FEP), which is also known as an Input Method Editor (IME).

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ASIAN LANGUAGE SUPPORT

Roman letters are used to make up the phonetic pronunciation or make up the stroke or pictorial of
Chinese characters. Korean characters are typically composed inline by combining basic Hangul building
blocks called Jamo. FrameMaker supports inline (on-the-spot) input methods for all text. This means you
can type Chinese or Korean text directly into documents or dialog boxes.
In the Equation Editor, the inline input method is not available. You can enter Asian text using the
bottom-line or root window input methods. For information on inserting a text string in an equation, see
the chapter on equations in the FrameMaker User Guide.

Typesetting rules
FrameMaker defines the typesetting rules for Chinese and Korean text in the Kumihan tables in the MIF
file (see the MIF Reference online manual for details). The Kumihan specification defines the
line-breaking rule and inter- character spacing rules for Japanese characters. FrameMaker has imple-
mented similar rules for Chinese and Korean documents.

Asian hyphenation
A rule to prohibit certain characters from beginning a new line or ending a line is defined in the
Kumihan table. You can customize the Kumihan table by modifying the table in MIF. See the
Kumihan tables section in the MIF Reference online manual.
Spacing settings for Asian punctuation characters
The spacing settings for Asian punctuation characters, brackets, and so forth are defined in the
Asian Punctuation text box in the Asian properties of the paragraph designer.
Western/Asian word spacing and Asian character spacing
These settings can be defined in the Asian properties of the paragraph designer.
For details on spacing and punctuation settings, see the FrameMaker User Guide.

Combined Asian and Western fonts


Combined fonts assign two component fonts to one combined font name. This is done to handle both an
Asian font and a Western font as though they are in one font family. In a combined font, the Asian font
is the base font and the Roman font is the Western font. See the FrameMaker User Guide for details.
• If an Asian-language document with combined fonts is opened on a system that uses a different
Asian language or a Western language, the Western component font is used for all text with the
combined font. Text that used the Asian component font will be unreadable. If the document is
then saved and reopened on a system with its original language, the Western text will appear
correctly, but the information about the original Asian text will be lost.
• If you intend to move your documents across different Asian languages, do not use Asian characters
for paragraph and character style and combined font names. If you do, unexpected loss of data may
occur.
• When you create a new document, two combined fonts are predefined in the new document. The
names of the combined fonts are FMMyungjo and FMGothic for Korean, FMSongTi and FMHeiTi for

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ASIAN LANGUAGE SUPPORT

Simplified Chinese, and FMSungTi and FMHeiTi for Traditional Chinese. The most commonly used
Roman and Asian fonts are assigned as the component fonts for each combined font.

Date and time


No specialized building blocks are provided for date and time variables. Day name and AM/PM are
displayed in Chinese and Korean.
Units for year, month, day, hour, and minute are translated in the standard template. To customize units,
see the chapter on variables in the FrameMaker User Guide.

Autonumbering
Full-width alphabetic characters (Western alphabets using Asian full-width fonts), Arabic numbers, and
Chinese numbers are supported for paragraph autonumbers, page numbers, and footnote numbers as
follows:
• <full-width a> indicates full-width lowercase alphabetic characters.
• <full-width A> indicates full-width uppercase alphabetic characters.
• <full-width n> indicates full-width Arabic numerals.
• <chinese n> indicates Chinese numerals.

Index sorting
Simplified Chinese
Index sorting for Simplified Chinese is based on the pinyin method of spelling Chinese characters using
Western alphabetic characters. This phonetic method is based on Mandarin. There are nearly 400 pinyin
sounds. Four tonal marks can be placed over six vowels; the tonal marks can also be represented by the
numbers 1, 2, 3, and 4.
Following are examples of pinyin sorting.

Sorted Chinese word Pinyin with accent marks Pinyin with numbers

línbíé lin2bie2

línzhong lin2zhong1

lìngwaì ling4wai4

FrameMaker products assign the most commonly used pinyin sound to each Chinese character. If the
assignment is incorrect, you can specify the correct pinyin by enclosing it in brackets after the Chinese
character in the index marker text. You must use numbers to represent the tonal marks, as in the
following example:

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ASIAN LANGUAGE SUPPORT

[hang2lie4]

A new index keyword, <$pinyin>, is added to the SortOrderIX paragraph on the IX reference page.
You cannot redefine the sort order.
Group titles for index entries are defined in the GroupTitlesIX paragraph on the IX reference page.
In Simplified Chinese documents, the default group titles are the same as in Western-language docu-
ments: Symbols, Numerics, and the letters A through Z.

Traditional Chinese
The stroke-radical sort method is used for the index sorting for Traditional Chinese in FrameMaker. With
this method, the number of strokes is used as the primary criterion and the type of radical is used as the
secondary sort key. The sort order of radicals is based on the Kangxi Radical chart.
A new index keyword, <$stroke>, is added to the SortOrderIX paragraph on the IX reference page.
You cannot redefine the sort order.
Group titles for index entries are defined in the GroupTitlesIX paragraph on the IX reference page.
In Traditional Chinese documents, the default group titles are as follows:

Korean
The Korean language uses Hangul (phonetic) characters and Hanja (Chinese) characters. A Hangul char-
acter is a single syllable created by combining an initial consonant, a medial vowel, and sometimes a final
consonant; sorting is based on these elements in the order they occur.
The sort order of Hangul consonants is as follows:

The sort order of Hangul vowels is as follows:

The sort order of Hanja characters is determined by pronunciation. To specify the sorting of Hanja char-
acters, add Hangul characters enclosed in brackets after the Hanja characters in the index marker text,
as in the following example:

Group titles for index entries are defined in the GroupTitlesIX paragraph on the IX reference page. In
Korean documents, the default group titles are as follows:

A new index keyword, <$hangul>, is automatically added to the SortOrderIX paragraph on the IX
reference page when the index is created. You can specify your own sort order for Hangul characters by
replacing <$hangul> with actual characters in the order you want them to sort.

346
ASIAN LANGUAGE SUPPORT

Asian languages
Accented European characters and symbols cannot be used with Chinese or Korean characters because
the same code values are used to represent multibyte characters.
For details on index generation, see the chapter on tables of contents and indexes in the FrameMaker
User Guide.

Exporting Chinese, Korean, or Japanese documents to HTML or XML


The character encoding for exporting HTML or XML is determined by the Export Encoding and CSS Export
Encoding settings in the HTML Options Table on the HTML or XML reference page. For best results, both
of these options should have the same settings. For information on using Asian and Western European
languages in XML features, see the chapter on working with structured documents in the FrameMaker
User Guide.
The default encoding settings are:
• Japanese: Shift_JIS
• Korean: EUC-KR
• Simplified Chinese: EUC-CN
• Traditional Chinese: Big5
• Other languages: UTF-8
In addition to the default encodings, you can specify other encodings like ISO-8859-1 (for Western Euro-
pean language systems) or UTF-8 (for Unicode).
The HTML Options Table also allows encoding names used in FrameMaker (EUC-CNS for Traditional
Chinese, GB for Simplified Chinese), Structured FrameMaker (JIS8_EUC for Japanese, GB8_EUC for
Simplified Chinese, KSC8_EUC for Korean), and MIME character set attributes (EUC-JP for Japanese,
EUC-TW for Traditional Chinese).
The Japanese standard templates create a CSS with Japanese element names that some older browsers
might not recognize. To solve this problem, save the file with the default Shift_JIS encoding instead of
UTF-8, use an English style names, and use an English font name for the Japanese font if possible. If you
modify Chinese and Korean templates and use Chinese and Korean style names, the same problem will
occur. To solve this problem, follow the same steps as in Japanese, using the appropriate default
encoding.
In general, filenames with multibyte characters are not recommended for HTML and XML files.

Structured FrameMaker
You can import and export Chinese and Korean SGML and XML files with Structured FrameMaker. Note
the following:
• Multibyte characters are not allowed in attribute and element names.
• Multibyte characters in variable names may not correctly convert into an entity in SGML and XML.

347
ASIAN LANGUAGE SUPPORT

For more information, see the chapter on working with structured documents in the FrameMaker User
Guide.

MIF statement and keywords


To specify the encoding that was used when writing MIF statements on Chinese and Korean systems, a
MIFEncoding statement is added at the top of Chinese and Korean MIF files:
• On Chinese systems, the statement indicates either traditional or simplified encodings:
<MIFEncoding ??> #originally written as Traditional Chinese
(Big5/EUC-TW)
or
<MIFEncoding ??> #originally written as Simplified Chinese
The two Chinese characters in the statement mean “Chinese.” The hexadecimal representation for
these two characters is A4A4 A4E5 in Big5, C4E3 C5F3 in EUC-TW, and D6D0 CEC4 in EUC-CN.
• On Korean systems, the statement is:
<MIFEncoding ???> #originally written as Korean
The three Korean characters in the statement mean “Korean.” Their hexadecimal representation is
C7D1 B1B9 BEEE. On Chinese and Korean systems, four MIF keywords are used to specify the num-
bering style of autonumber formats:
• <FWLCAlpha> indicates full-width lowercase (Western) alphabetical characters.
• <FWUCAlpha> indicates full-width uppercase alphabetical characters.
• <FWArabic> indicates full-width Arabic numerals.
• <ChineseNumeric> indicates Chinese numerals.
See Autonumbering for the corresponding building blocks.

Other notes
NOTE: Rubi is a Japanese system for representing the pronunciation of words as a string of phonetic char-
acters directly above the word in question. This feature is available, although it is rarely used in Chinese
and Korean text composition.
NOTE: When you create a new Chinese or Korean document or open a Chinese or Korean text file using
the File > Open command, font and language settings are properly defined for Chinese or Korean.
However, documents generated from this file (for example, Document Compare, index, TOC, SGML Error
Log) will use the English settings, and may not display Asian characters correctly. To solve this problem,
change the English fonts to Asian fonts if the generated document is editable.
NOTE: If the source document uses combined fonts, do not insert cross-references with text that includes
Smart Quotes. The quotation marks become meaningless characters, and FrameMaker may crash when
you use Find/Change to search for a cross-reference with Smart Quotes in a combined font.

348
FORMATTING OVERRIDES

Formatting overrides
Learn about formatting overrides in FrameMaker.

About formatting overrides


The formatting information for a document can come from format rules in element definitions and from
predefined formats stored in catalogs. It is possible for a document to have overrides to both sources of
information:

Format rule override


A format rule override is a deviation from a text element’s format rules. For example, if the rules
specify a paragraph style for an element and you apply a different format, or if the rules specify
boldface text and you change the text to italics, you are overriding the element’s format rules.
Format override
A style override is a deviation from a catalog style for text or a table. For example, a paragraph style
may specify the Times font family. If you change some text that uses that format to the Palatino
font (without saving the change in the format), you are overriding the format. Format rules often
use a few catalog formats and specify format overrides to them to describe many different format-
ting variations.

Generally, avoid using either type of override in your structured document. Let the document handle the
formatting automatically, and see your application developer if you’d like to change any of the format-
ting properties.
If your document does have overrides, you can remove them throughout the document all at once when
you import and update.
IMPORTANT: If you need to remove both kinds of overrides from a document, import formats and remove
format overrides first, and then import element definitions and remove format rule overrides. Removing
the rule overrides last ensures that the elements conform to their format rules.

Find and remove overrides


You can use the Find option to search and remove format overrides at paragraph, character, and table
format levels.
1) Choose Edit > Find.
2) From the Find drop-down list, select Paragraph, Character, or Table style override.
3) From the Change drop-down list, select Remove Override.
4) Click Find.
5) For each instance of format override, click Change to remove the override.
RELATED LINKS:
Import formatting properties

349
FORMATTING OVERRIDES

Import formats into book files

350
TABLES

Tables
Learn how to work with tables in Adobe FrameMaker.
Tables provide an organized and structured way to present your content.
In FrameMaker, you can create tables from the pre-defined table formats, or create your own custom
formats.

351
TABLES STYLES

Tables styles
Learn about the various table styles in Adobe FrameMaker, and the properties of the Table Designer.
Table styles contain settings for how the table looks. To create a table, the formatting of the table needs
to be defined, for example, border width, shading, heading, table and title.
The format of a table determines its appearance. The format includes the following types of properties:
• Properties set in the Table Designer, such as table position, cell margins, regular ruling and shading,
and whether it has a title.
• Three types of default properties:
– the number of body, heading, and footing rows
– the number of columns
– paragraph styles for the title, heading, footing, and body cells of each column.
All three are supplied when you first insert a table. Changing the default properties of a format does
not change the appearance of tables using that format, but it changes how a new, empty table looks
when you insert it.
A new table is always created starting from the styles, which exist in the document. Similar to paragraph
and character styles, table styles are the starting point for new tables, as well as, building blocks for new
table styles. After you insert a table, you can perform extensive custom formatting, such as straddling or
rotating cells, or applying special ruling or shading to selected cells. Custom formatting is not stored as
part of the table style. For this reason, custom formatting is retained when you change or reapply a table
style.
TIP: Right-click a table to display a context menu for tables. Or use the QuickAccess bar to perform
common tasks for tables.
When you insert a table, it’s anchored at the insertion point. A table anchor symbol appears there
when text symbols are visible.

A. Table title B. Table heading C. Table body D. Table footing


RELATED LINKS:
Toolbars

352
TEXT AND GRAPHICS IN TABLES

Text and graphics in tables


Learn about inserting text and graphics in Adobe FrameMaker tables.
You format text in a table cell just as you format paragraphs in a regular column of text—for example,
with paragraph or character style.
Each table cell can contain text and anchored frames. Anchored frames, in turn, can contain graphics or
other tables. As you type text or insert an anchored frame in a cell, the cell height expands as needed.
In addition to typing text in a table, you can also insert cross-references, table footnotes, variables, and
markers. The tab character is the only character you have to enter in a special way in a table cell.
You can copy, cut, and paste the contents of cells just as you do text and graphics in any other part of a
document. Special system variables let you specify continuation text in the titles or heading rows of
multi-page tables.
For structured documents, you can type text in the current cell when the <TEXT> indicator appears in
the Elements catalog. You can also insert footnotes, cross-references, and other text-related elements in
the cell. Use the Elements catalog as a guide.

353
Select text or cells in tables
Learn how to select text or cells in Adobe FrameMaker tables.
In this topic
• Place the insertion point in a table cell
• Select the contents of a cell
• Select a single cell
• Select multiple cells

Place the insertion point in a table cell


Click in the cell, or click to the left of the cell’s text snippet in the Structure View.
NOTE: You can use the arrow keys to move to the required cell. You can also use the arrow keys to move
in and out of a table.

Select the contents of a cell


Click in the cell and press esctha, or double-click the cell’s bubble in the Structure View. You can also
triple-click a cell’s contents if it contains just one paragraph.

Select a single cell


• Right-click a table to display a context menu for tables. Choose Table> Select > Select Cell.
• Control-click the cell.
• In structured documents, drag across the cell’s boundary and back, or click the cell element in the
Structure View.

Select multiple cells


• Right-click a table to display a context menu for tables. You can choose from Table > Select to select
the row, column, table, header rows, body rows, or footer rows.
• Drag across all the cells, and then Shift-double-click or Shift-click (structured documents) the last
cell in the selection.
• To select an entire row, press escthr, or drag across the cells in the row, or click the row’s bubble
in the Structure View.
TIP: If you click between table-part elements (such as between two rows) in the Structure View, the
insertion point appears in the Structure View but not in the document window. A contiguous selec-
tion of cells in the document window doesn’t always appear as contiguous bubbles in the Structure
View.
• To select an entire column, press escthc, or drag from a heading cell into the first body cell.
• To select the entire table, press esctht.
RELATED LINKS:
Navigating through tables

354
Add or remove a table title
Know how to add or remove a table title in Adobe FrameMaker.
A table title appears above or below a table and is repeated on all pages of a multipage table. Whether
a table has a title and how it’s formatted is defined in the table style.
When you insert a table with a title, an empty text frame appears for the title. If the title paragraph style
has been defined to include an autonumber, the autonumber text appears.

Figure 1: Title centered below (left), autonumbered title left-aligned above (right)
For structured documents, a table’s element definition sometimes specifies whether the table must have
a title. You can add a title to any table, but check in the Structure view to be sure that the title is not
invalid in the table. The title element is always the first child element of a structured table, regardless of
whether the title appears above or below the table.
To specify the gap between the table and the table title in Adobe FrameMaker, do the following:
1) Click in the table and choose Table > Format > Table Designer.
2) In the Basic properties of the Table Designer, choose an option from the Title drop-down list.
3) Specify the gap between the table and the title in the Gap box.
4) Click Apply.
If the title has been defined to be autonumbered, the number (such as Table 1) appears in the title
cell. You enter the text of the title yourself.
TIP: To display the title only on the first page of a multipage table, set the title position to No Title and
use a body paragraph as the title. To prevent the title from becoming separated from the table, make
sure that the anchor symbol is in the title text and that the table’s Start property is set to Anywhere.
RELATED LINKS:
Anchored frames

355
Add table continuation text
Learn how to add continuation text to tables that run over multiple pages in FrameMaker.
In this topic
• Introduction
• Add continuation text to a selected table
• Add continuation text to multiple tables in a document

Introduction
In a multi-page table, you can include special “continuation” text in the title or in heading or footing rows.
Your document can have variable elements defined for this purpose, such as one that displays
(continued) and another that tells the number of sheets in the table.

A. and C. Table Sheet variable B. Table Continuation variable

Add continuation text to a selected table


To add continuation text to a selected multi-page table in Adobe FrameMaker, do the following:
1) On the first page of the table, click in the title or in the heading or footing where you want to insert
the variable or variable element.
2) Do one of the following:
– Double-click either the Table Continuation variable or the Table Sheet variable from the
Variables panel.
– In structured documents, select a variable element for continuation text in the Elements
catalog, and click Insert.
On the first page of the table, the variable appears as a non-breaking space . On subsequent pages,
the variable displays its text—for example, (continued).

Add continuation text to multiple tables in a document


To add continuation text to a multiple tables in Adobe FrameMaker, do the following:
1) To include a table continuation and sheet variable to multiple tables in the current document,
choose Table > Insert Table Variables.
2) In the Table Variables dialog, choose the table variable type (continuation or sheet) to insert.

356
Alternatively, select a table format to insert the table variables to all tables in the current document of
the selected format.

357
Place graphics in table cells
Know how to insert or place a graphic in Adobe FrameMaker table cells.
In this topic
• Place a graphic
• Place a graphic in a structured document

Place a graphic
You can adapt these instructions to position the anchored frame differently or to insert a graphic in a cell
that also contains text.
NOTE: Avoid using cropped anchored frames in heading or footing cells of a table. Such frames are not
always cropped when that cell repeats on subsequent pages.
To place a graphic in a table cell in an Adobe FrameMaker document, do the following:
1) Click in a paragraph in the cell where you want to place the graphic.
2) Do one of the following:
– To create an anchored frame where you can draw, use Insert > Anchored Frame to create an
anchored frame that’s anchored at the insertion point.
– To create an anchored frame for an imported graphic, use File > Import > File or Insert >
Image to import the graphic.
3) If the anchored frame is wider than the cell, resize the column.
TIP: To resize a column to match its contents, place the insertion point in the cell that has the
desired length of text and press Esc+t+w.
4) If necessary, choose Graphics > Arrange > Align to center the graphic in the frame.

Place a graphic in a structured document


If your table cells allow graphic elements, you can draw or import graphics in the cells. A new graphic
element can be either an empty anchored frame that you can draw in or an anchored frame with an
imported graphic.
To place a graphic in a table cell in a structured Adobe FrameMaker document, do the following:
1) Click where you want to place the graphic in the cell.
2) Select a graphic element in the Elements catalog and click Insert. The element’s definition deter-
mines which dialog box appears.
3) Do one of the following:
– If the Anchored Frame dialog box appears, choose At Insertion Point from the Anchoring
Position drop-down list, and click New Frame.
– If the Import File dialog box appears, select the file to import, and click Import.
An anchored frame appears in the cell, and a bubble with the text snippet <GRAPHIC> appears in
the Structure View.
4) If the anchored frame is wider than the cell, resize the column.

358
TIP: To resize acolumn to match its contents, select the column and press Esc+t+w.
5) If necessary, choose Graphics > Arrange > Align to center the graphic in the frame.
RELATED LINKS:
Anchored frames
Table rows and columns

359
Convert between text and tables
Learn how to convert between text and tables in Adobe FrameMaker.
In this topic
• Introduction
• Convert text to a table
• Convert a text file to a table as you open the file
• Convert a text file to a table as you import the file
• Touch up a table after conversion
• Convert a table to text within FrameMaker
• Convert all tables in a document to text

Introduction
With Adobe FrameMaker, you can convert text that’s already in your document to a table, or you can
convert text in a text file as you open or import the file. In a structured document, the text is wrapped
into a structure of table and table-part elements.
After converting text to a table, you can edit the table, removing blank cells or recombining text that was
split into two or more cells. In most cases, you can edit the table directly in the document. However, if
you converted text that was imported by reference, you must edit the text in the original file.
You can convert any table to text within FrameMaker, or you can copy the table as text to another appli-
cation. You can also convert all the tables in a document at one time.
In structured documents, when you convert tables to text, all the table and table-part elements, except
for the cells, are unwrapped. Change the cells to other elements or make other changes to correct the
structure of the document.

Convert text to a table


To convert text to table in Adobe FrameMaker, do the following:
1) Select the text you want to convert.
2) Choose Table > Convert To Table.
3) If you’re working in a structured document, choose a table element from the Element Tag
drop-down list.
4) Select a style for the table.
5) Specify how you want to convert paragraphs by doing one of the following:
– To convert text that uses tabs to separate information, click Tabs.
– To convert text that uses spaces to separate information, click Spaces and then enter the
minimum number of spaces that indicate a separate cell.
– To convert text that uses other characters to separate information, click Other and then type
the characters that can be used to separate cells.
– To convert each paragraph (such as those in a bulleted list) to a cell, click A Cell and then enter
the number of columns you want in the table.

360
6) In the Heading Rows box, enter the number of heading rows you want in the new table. If the para-
graphs you’re converting don’t include headings and you want to fill in the headings later, select
Leave Heading Rows Empty.
7) Click Convert.
NOTE: In a structured document, the table element may have a style preselected, but you can change the
style and it is not considered a format rule override.
NOTE: When working with structured documents, the Structure View has bubbles for the new elements.
If the Attributes for New Element dialog box appears, enter attribute values for the table element and
click Insert Element.

Convert a text file to a table as you open the file


To convert a text file to a table in Adobe FrameMaker, do the following:
1) Choose File > Open, and select the text file you want to open.
2) If the Unknown File Type dialog box appears, select Text, and then click Convert.
3) Click Convert To Table, and then click Read.
4) Follow the instructions for converting text to a table, starting from step 3.

Convert a text file to a table as you import the file


To convert a text file to a table in Adobe FrameMaker, do the following:
1) Click where you want to import the file.
2) Choose File > Import > File, and select the text file you want to import and the import method.
3) Click Convert To Table and then click Import.
4) Follow the instructions for converting text to a table, starting from step 3.
TIP: If you want to merge
a text file into an existing table, import the text file and convert it to a table.
Then copy the rows and paste them into the existing table.

Touch up a table after conversion


To fix issues after converting text to table, do the following:
• To combine text that is split across two or more rows, cut and paste the text from the lower cells
into the upper cell, and delete the extra rows.
• To fix half-empty columns, cut and paste the text into the correct locations, and delete the extra
columns.
• To fix major errors, you can return to the original text (choose Edit > Undo if necessary), edit the
text (for example, by deleting extra tabs and forced returns), and then convert the text to a table
again.
TIP: To quickly combine text in adjacent cells, select the cells, choose Table > Straddle, and then choose
Table > Unstraddle. Then you can delete empty rows or columns.

361
Convert a table to text within FrameMaker
To convert a table to text in Adobe FrameMaker, do the following:
1) Click in the table you want to convert to text.
2) Choose Table > Convert To Paragraphs.
3) Click Row By Row or Column By Column, and click Convert.

Figure 1: Table converted to text


A. Row by row B. Column by column

Convert all tables in a document to text


Save the document in Text Only format, and specify how you want the tables converted.
RELATED LINKS:
Nest a table in a table cell
Import unformatted text

362
Run text around a table
Know how to adjust running text around a table in Adobe FrameMaker.
In this topic
• Introduction
• Run text around a table in an anchored frame
• Run text around a table in an anchored frame (structured documents)
• Run text around a table that remains stationary on the page

Introduction
In Adobe FrameMaker, text does not run around a table that’s anchored directly in a column of text. You
can, however, run text around a table in an anchored frame or in a text frame that’s disconnected from
the main flow. For structured documents, check to see if your developer has set up this application this
way.
A table in an anchored frame moves with the text it’s anchored to. A table in a disconnected text frame
remains in place on a page while other text flows around it. The table does not autonumber with tables
in the main flow.
IMPORTANT: The contents of an anchored frame or a disconnected text frame in a structured document
are not part of a document’s main structured flow. They are not exported to XML by default. If you plan
to export to XML, work with your application developer to avoid losing data in a table that is not part of
the main flow.

Figure 1:

Run text around a table in an anchored frame


To let text flow around a table in an anchored frame in an Adobe FrameMaker document, do the
following:
1) Use Insert > Anchored Frame to create an anchored frame with an anchoring position of Run into
Paragraph.
2) Draw a text frame in the anchored frame and then place the table in it.

363
Run text around a table in an anchored frame (structured documents)
To let text flow around a table in an anchored frame in a structured Adobe FrameMaker document, do
the following:
1) Click in text where you want to anchor the table.
2) Select a graphic element for an empty anchored frame in the Elements catalog, and click Insert.
You can also use Insert > Anchored Frame to insert an element. Choose a frame element from the
Element Tag drop-down list in the Anchored Frame panel.
3) Choose Run Into Paragraph from the Anchoring Position drop-down list, set the width and height
of the frame, and click New Frame. Try to set the size of the frame to be slightly larger than the size
of the table.
4) Draw a text frame in the anchored frame. Choose View > Toolbars > Graphics Toolbar and click the
Place A Text Frame tool. Drag to draw the frame, and click Set in the dialog box that appears.
5) Click in the text frame and use Table > Insert Table to insert an unstructured table.

Run text around a table that remains stationary on the page


To let text flow around a table with a fixed position in Adobe FrameMaker, do the following:
1) Draw a text frame directly on a page and drag it where you want it. This type of text frame is not
connected to the main flow.
2) Choose Graphics > Runaround Properties, click Run Around Bounding Box, and click Set.
3) Do one of the following:
– For unstructured documents, insert a table in the text frame.
– For structured documents, click in the text frame and choose Table > Insert Table.

364
Position and autonumber text within table cells
Learn how to position and autonumber text within table cells, set cell margins and direction of autonum-
bering in Adobe FrameMaker.
In this topic
• Introduction
• Set default cell margins
• Customize cell margins or text alignment
• Customize cell margins
• Customize the vertical alignment of text in a cell
• Specify the direction of autonumbering in a table

Introduction
When you insert a table, its cell margins—the distance between the cell edge and the cell text
frame—are determined by the table style. The indent properties of text in the cell, which are measured
from the cell margins, are part of the text’s paragraph style.

Figure 1: Cell margins defined by the table style


A. Left cell margins B. Paragraph’s left indent

Set default cell margins


To set the default cell margins of a table in Adobe FrameMaker, do the following:
1) Click in the table you want to change and choose Table > Format > Table Designer.
2) In the Basic properties of the Table Designer, enter the values for the top, bottom, left, and right
margins in the Default Cell Margins area.
3) Click Apply.
TIP: If you want text to look vertically centered, make the top margin larger than the bottom margin. For
example, make the top margin 5 points and the bottom margin 3 points.

Customize cell margins or text alignment


When you change cell margins or text alignment and later apply a different style to the table, the changes
are not overwritten by the new table style’s default settings.

365
Because cell margins and text alignment are part of a paragraph style, they aren’t normally stored as part
of the table style. However, the paragraph styles of the first title paragraph and the first paragraph in the
heading, body, and footing rows of each column are stored. You can customize the alignment of any of
these paragraphs and then store the table style in the catalog. Future tables using that table style will
have the custom settings as their defaults.

Customize cell margins


To customize the cell margins of a table in Adobe FrameMaker, do the following:
1) Click in the first paragraph of the cell whose margins you want to customize.
2) Choose Format > Paragraphs > Paragraph Designer to display the Paragraph Designer.
3) Choose Table Cell from the Properties drop-down list.
4) In the Cell Margin area, specify the margins you want to customize by doing one of the following:
– To create a margin relative to the default cell margin, choose From Table Format Plus from
the drop-down list and then enter a value.
– To create a fixed margin measured from the edge of the cell, choose Custom from the
drop-down list and then enter a value.
5) Click Apply.

Customize the vertical alignment of text in a cell


To customize the vertical alignment of text in a table cell in Adobe FrameMaker, do the following:
1) Click in the cell you want to customize.
2) Choose Format > Paragraphs > Paragraph Designer to display the Paragraph Designer.
3) Choose Table Cell from the Properties drop-down list and then choose Top, Middle, or Bottom
from the Cell Vertical Alignment drop-down list.
4) Click Apply.
NOTE: The vertical alignment that you apply to a cell will persist even when you apply a different table
format from the Table Designer.

Specify the direction of autonumbering in a table


When you insert a table, the table format determines the direction of autonumbering within
cells—either across rows or down columns. This property also sets the direction of autonumbering for
table footnotes.
To specify the direction of autonumbering in a table in Adobe FrameMaker, do the following:
1) Click in the table you want to change, and choose Table > Format > Table Designer.
2) In the Basic properties of the Table Designer, choose Row First or Column First from the
Numbering drop-down list.
3) Click Apply.

366
Change the direction of text in a table
Learn how to change the direction of text in an Adobe FrameMaker table.
By default, the text in a table inherits the direction (left-to-right (LTR) or right-to-left (RTL)) of the current
document. However, you can change the direction of each table in a document.
To change the direction of a table in Adobe FrameMaker, do the following:
1) Click in the table.
2) Choose Table > Format > Table Designer and go to the Direction tab.
3) Choose the direction in the Direction drop-down list.
4) To change the direction of the text in the selected table, click Apply.
Alternatively, to change the direction of the text in all the tables of the current table format, choose
Update Style.

367
FORMATTING TABLES

Formatting tables
Understand how you can format tables with the Table designer and the Table Catalog in FrameMaker.
The Table Designer, and the Table catalog can be accessed from Table > Format and View > Panels.
Additional commands to format and work with tables, can be accessed from the Table menu.
Learn more about formatting tables in the subtopics.

368
Table Designer
Understand how you can format tables and know the Table Designer in Adobe FrameMaker.
You can use the Table Designer and Table menu commands to change the look of tables and create new
table formats, and to change formats globally throughout a document.
In this topic
• Introduction
• Working with the Table Designer
• Reset properties after changing them in the Table Designer

Introduction

Using the Table Designer, you can change the table’s indents, cell margins, spacing, alignment, ruling, and
shading. You can also adjust the title position, numbering, and the start position of the table. The space
above and below a table, and the table’s alignment and indentation, are determined by the table format.
You can control other positioning properties—straddling and text runaround—on a table-by-table basis.
The Table Designer includes several commands for creating, changing, and overriding table formats. The
designer contains several groups of properties, displaying one at a time. It’s shown here displaying the
Basic group of table properties.

Working with the Table Designer


To display the Table Designer, choose Table > Format > Table Designer or View > Panels > Table
Designer.

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Figure 1: Table Designer

Basic
Paragraph properties such as indentation, spacing, and alignment.
Ruling
Ruling properties for headers, footers, separators, rows.
Shading
Shading properties for headers, footers, and body.
Direction
Specify the direction of the table text to as is, inherit (default), right-to-left, and left-to-right.

From the table Style field of the Table Designer, you choose a table format and then a property group.
From the lower half of the Table Designer, you change the table’s properties. After making changes, click
Apply to change the table’s appearance. When you make a formatting change that doesn’t match the
table’s predefined format, it’s considered a format override.
When you use the Table Designer to make a formatting change that doesn’t match the table’s predefined
format, the change is a format override. Overrides are lost if you reapply the predefined format to the
table. Changes made with the Table menu commands are not lost.
Click Apply All, to change the definition of the table format and globally change appearances of all tables
using this format.

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To remove all format overrides from a table, put the cursor in the table and click the desired table format
from table catalog.
NOTE: You don’t need to click Update Style unless you want to make a global change to change the table
format and all tables in the document with the same format. Because Update Style redefines a format,
use it with caution.

Reset properties after changing them in the Table Designer


• To reset the properties to match the current table, including any format overrides, click somewhere
in the table or click Reset Window from Selection from the Commands popup in the Table
Designer.
• To reset the properties to match the stored table format, choose Set all Properties to Default from
the Commands popup in the Table Designer or select the format again from the table Style
drop-down list. Do this even if its element is already displayed in the table Style box.
RELATED LINKS:
Manage formats
Format catalog
Table position and spacing

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Table catalog
Learn how to apply or change a table format with the Table catalog in Adobe FrameMaker.
The Table catalog works just like the Paragraph or Character catalogs.
To apply or change a table style do the following:
• Choose Table > Format > Table Catalog to open the Table Catalog.
• Place the cursor inside a table or elect one or more cells of a table.
• Click the desired style in the catalog.
The style is now applied to the table.

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Create, edit, and delete table styles
Learn how to create, edit, and delete table styles in Adobe FrameMaker.
In this topic
• Introduction
• Create a table style
• Edit a table style
• Delete a table style
• Apply a different style to a table
• Apply a style to several tables
• Redefine table styles
• Change properties in multiple table styles

Introduction
You can rename or delete a table style when designing a template. You can also rename a table style if
you want to copy an entire catalog from a template and don’t want a style to be overwritten.
Deleting a style from a catalog does not affect any tables that have the same style—the tables simply
have a style that isn’t stored in the catalog. If you want to change the style of these tables, you can apply
a different style to them.

Create a table style


To create a table style, do the following:
1) Click in a table that has a format like the one you want to create. The more similar it is to the format
you’re defining, the fewer changes you’ll have to make.
2) Set up the rows and columns by adding or deleting body, heading, and footing rows and adjusting
columns as necessary.
3) Use the Table Designer to modify any of the table’s properties.
Table styles must have all properties specified. An alert message warns you if not all settings are
specified so you can go back and change any As Is properties.
4) Use the Paragraph Designer to create or change any of the following paragraph styles, which are
stored as part of a table style:
– the paragraph style of the title paragraph,
– the first paragraph in each cell of the heading row,
– the first paragraph in each cell in the body rows,
– the first paragraph in each cell in the footing rows.
5) When the table looks the way you want, type a name of this new table style in the Style box.
6) Click Create Style.

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Edit a table style
To edit a table style, do the following:
1) Click in a table whose format you want to edit.
2) In the Table Designer, choose the style you want to change from the table Style drop-down list.
Make sure that you perform this step even though it means choosing the same style as the one cur-
rently displayed. Choosing a style from the drop-down list ensures that the stored format proper-
ties—not overrides—are displayed.
3) Click Update Style.

Delete a table style


To delete a table style, do the following:
1) In the Table Catalog, click Delete.
2) Select the style in the scroll list and click Delete. You can delete additional styles if you want to.
3) Click OK.

Apply a different style to a table


When you apply a different table style, only the properties associated with table styles change in the
table. That is, any customizations you’ve made to the table—the column widths, the number of rows and
columns, and the settings from the Table menu—are not affected.
The style for a table element suggests a particular table format, but you can apply a different style, either
when you insert the table or later, and the change is not considered a format rule override. If you remove
format rule overrides in the document, the table will not return to its original format. If a structured
document does not have a style that meets your needs, the structured aplication developer needs to
redefine a style or create a new one.
IMPORTANT: If a new table style adds a title to the table and the table’s content rules do not allow a title,
the title is invalid.

Figure 1: Table with old (left) and new (right) style; custom rotated cells retained
1) Click in the table.
2) Choose Table > Format > Table Designer.
3) Choose the style from the table Style drop-down list, and click Apply.

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Apply a style to several tables
You can apply a style to all tables in the document, to all tables with a different style that occur in a selec-
tion, or to all tables that have a particular style. For example, you could apply Format B to all tables
currently tagged Format A.
1) Select the tables by doing one of the following:
– To apply a style to all tables in the document, click in any table.
– To apply a style to several tables, but not all tables, in the document, select consecutive tables
or table elements. To select multiple tables, you must select their anchor symbols.
2) Choose Table > Format > Table Designer.
3) Choose the style you want to apply from the table Style drop-down list, and choose Global Update
Options from the Commands drop-down list.
4) Choose the tables you want to reformat by doing one of the following:
– To retag all tables in the document, click All Tables And Catalog Entries.
– To retag the tables in the selection and all tables with the same style, click All Matching Tags
In Selection.
– To retag all tables with a specific style, choose a style from the All Tagged drop-down list.
5) Click All Properties in the Use Properties in the Table Designer area, and click Update.

Redefine table styles


To change a table style, you change a table’s properties and then change the corresponding style to
match the table.
The properties applied to the style include those set in the Table Designer and the defaults not set in the
Table Designer—for example, the default paragraph styles.
In addition, properties set in the Table Designer (but not default properties that aren’t changed in the
Table Designer) are applied to existing tables in the document that have the same style.
TIP: If you change properties in the Table Designer and then decide you don’t want to update the style,
you can cancel the operation and reset the properties by simply clicking in text.
To redefine a table style, do the following:
1) Click in a table whose style you want to redefine, and choose Table > Format > Table Designer. If
the table you clicked in has format overrides, these overrides—not the style’s definition—appear
in the Table Designer.
2) If you want to base the changed format on the style, without any overrides, choose the style from
the table Style drop-down list, even if the style you want is already displayed in the table Style box.
3) Do the following:
– Use the Table Designer to change any of the settings for the Basic, Ruling, or Shading proper-
ties.
– Change any of the default properties, such as the number of rows and columns, widths of
columns, and the paragraph style of the title and of the first paragraph of each column. These
properties are supplied when you first insert a new, empty table.

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4) Click Update Style. If any of the tables being updated contain format overrides, an alert message
asks whether you want to remove them.

Change properties in multiple table styles


You can change specified properties of multiple table styles at the same time. For example, you can
change all table styles from centered to left-aligned.
To change properties in multiple table styles, do the following:
1) Select the tables whose styles you want to redefine by doing one of the following:
– To redefine one table style or all table styles in the document, click in any table.
– To redefine several table styles, but not all styles in the document, select consecutive tables
whose styles you want to redefine. (To select multiple tables, select their anchor symbols.)
2) In the Table Designer, display the group of properties from which you want to apply one or two
properties.
3) In structured documents, delete the style name from the table Style box if the box is not empty.
Deleting the style name sets the box to As Is, which keeps FrameMaker from changing the styles of
the formats that you update.
4) Change the properties as needed.
5) Choose Global Update Options from the Commands drop-down list.
6) Choose the table styles you want to apply the properties to.
7) Click the current property group in the Use Properties area and click Update. If any of the tables
being updated contain format overrides, an alert message asks whether you want to remove them.
FrameMaker applies the properties to the Table Catalog styles you specified and to all tables in the docu-
ment with the same style.
RELATED LINKS:
Rows and columns
Table position and spacing
Add or remove a table title
Ruling and shading
Working with tables in structured documents

376
Table ruling and shading
Learn how to set ruling and shading for tables in Adobe FrameMaker.
In this topic
• Introduction
• Set up ruling and shading in a table style
• Manage table ruling styles
• Create or change a table ruling style
• Delete a table ruling style
• Manage custom ruling and shading in tables
• Display the current ruling and shading settings of a table row, column, or cell

Introduction
When you insert a table, its regular ruling and shading are determined by the table style. You can use the
Table Designer to change a style’s ruling or shading properties for particular tables that use the style.
Custom ruling and shading are not limited to entire rows or columns and are not part of the table style.
If you customize the ruling or shading of a cell, and later apply a different style to the table, the custom
ruling or shading is not overwritten by the new style.

Set up ruling and shading in a table style


To set up ruling and shading in a table style, do the following:
1) Click in the table you want to change and choose Table > Format > Table Designer.
2) Do one or more of the following:
– In the Ruling properties of the Table Designer, specify the ruling for columns, body rows,
heading and footing rows, and outside edges.
– In the Shading properties of the Table Designer, specify the shading for header and footer
rows and for body rows or columns. You can have two different color shades for the header
and footer.
3) Click Apply.

Manage table ruling styles


You can create additional ruling styles (such as Double, Thick, or Thin line styles), and edit or delete
existing ones. If you edit a ruling style, the change applies to both the regular and custom ruling that use
that style.
TIP: When editing ruling styles, zooming in to a high percentage lets you see slight differences in line thick-
ness.

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Create or change a table ruling style
To create or change a table ruling style, do the following:
1) Choose Table > Custom Ruling & Shading. The Custom Ruling and Shading panel is displayed:

Figure 1: Custom Ruling and Shading panel


2) Select a style in the Apply Ruling Style scroll list that you want to edit or, if you’re creating a style,
select one similar to the style you want to create.
3) Click Edit Ruling Style... The Edit Ruling Style dialog is displayed:

Figure 2: Edit Ruling Style dialog


4) Choose a color, a pen pattern and enter the width for the style.
5) Click Single or Double to specify single or double lines. If you click Double, specify a value for the
gap separating the lines.
6) If you’re creating a style, type a name in the Name box, and click Set.

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Delete a table ruling style
To delete a table ruling style, do the following:
1) Choose Table > Format > Custom Ruling & Shading.
2) Select the style you want to delete from the Apply Ruling Style scroll list.
3) Click Edit Ruling Style. The Edit Ruling Style dialog is displayed. Click Delete. If the style was used
for a table’s regular ruling, the occurrences of the style use no ruling. If the style was used for
custom ruling, the table’s regular ruling is restored.

Manage custom ruling and shading in tables


A table’s custom shading is not stored as part of the table style. Wherever the the style and customized
settings are in conflict, the customized settings prevail.
1) Select the cells, rows, or columns that you want to customize.
2) Choose Table > Custom Ruling & Shading.
3) Do one of the following:
– Specify a fill percentage and color for the shading.
– Select a custom ruling style. The scroll list shows the document’s predefined ruling styles.
– Choose From Table to remove custom shading.
4) To prevent inadvertent changes, turn off Custom Cell Ruling or Custom Cell Shading and click
Apply.

Display the current ruling and shading settings of a table row, column, or cell
To display the current ruling and shading settings of a table row, column, or cell, do the following:
1) Select the rows, columns, or cells you want to analyze.
2) Choose Table > Custom Ruling & Shading, and click Show Current Settings.
3) Review the settings, and click Done.
In the dialog box, Mixed means that the selected rows/columns/cells use more than one custom ruling
style, fill, or color. From Table means that the selected cells use the default ruling or shading definied in
the table style.

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Table rows and columns
Know how to work with table rows and columns in Adobe FrameMaker.
You can add, delete, copy, move, or resize rows, and columns to a table using FrameMaker's table
commands, copy and paste via the clipboard or by drag and drop.
You can sort table rows and columns by numbers or letters. You can sort by date or time, as long as the
information is entered in the table as text.
NOTE: For structured documents, adding rows or columns can make the structure of the table invalid. For
example, a table set up to contain only three columns will be invalid if you add a fourth. It’s best to use
the Elements catalog for adding heading or footing rows, because tables are often defined to have a
specific number of these rows.
In this topic
• Add a row or column
• Add a row using the Element Catalog (structured documents)
• Add a row below the current one
• Delete a row or column
• Copy or move rows or columns
• Reorder rows or columns
• Resize a column by dragging
• Specify a precise column width
• Copy and paste a column width
• Resize a row by dragging
• Adjust the height of a row
• Make all rows the same height

Add a row or column


1) Click in a table cell next to where you want to add the row or column.
2) Choose Table > Add Rows Or Columns. The Add Rows or Columns dialog is displayed.

Figure 1: Add Rows or Columns dialog


3) Specify the number of rows or columns you want to add and where you want to insert them.
4) Click Add.
The new rows or columns have the same properties as the current row or column.

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Add a row using the Element Catalog (structured documents)
• Click where you want to add the row in the Structure View, select a row element in the Elements
catalog, and click Insert.

Add a row below the current one


• Press ctrl+enter.
The new row has the same properties as the previous row.
If the insertion point is in the last cell of the last row, press tab to create a new row at the end of the
table.

Delete a row or column


1) Select the rows or columns you want to delete, making sure that you select entire rows or columns.
If you don’t, the contents of the selected cells are deleted without a prompt for a decision.
2) Press Delete, click Remove Cells From Table, and click Clear.
Alternatively, you can also use the following methods to remove a row or column:
• Bring your mouse cursor on the row or column that you want to delete, and click Delete Row or
Delete Column on the table toolbar (View > Toolbars > Table Formatting).
• Right-click on the table row or column that you want to delete, and choose Table > Delete Rowor
Delete Column from the context menu.
• Bring your mouse cursor on the row or column that you want to delete, and use the escape key
sequence Esc, T, R, D to delete the row or Esc, T, C, D to delete the column.

Copy or move rows or columns


Use the Edit menu:
1) Select the rows or columns, and do one of the following:
– If you are copying them, choose Edit > Copy.
– If you are moving them, choose Edit > Cut, click Remove Cells from Table, and then click Cut.
2) Click next to where you want to insert the rows or columns, and choose Edit > Paste. You can insert
them next to the current row or column, or you can replace the current row or column.
If you overwrite the rows or columns in a table, the cells on the clipboard replace the current rows or
columns according to the following rules:
• If the number of rows or columns on the clipboard is equal to the number of selected rows or
columns, they are replaced exactly.
• If the number on the clipboard is greater than the number you select to replace, only the number
of rows or columns that fit are pasted.
• If the number on the clipboard is less than the number you select to replace, the clipboard contents
are repeated so that they fill the rows or columns.
TIP: To split a
table, cut rows or columns from a table and paste them where you want to make a new
table. To combine two tables, cut the rows and columns from one table and paste them into another.

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Using drag-and-drop:
1) Select one or more rows or columns to move.
2) Drag the rows or columns to the location where you want to move them.
To copy the rows or columns, keep the ctrl key pressed as you drag them.
3) Drop the rows or columns to move or copy.
When you drag-and-drop a row, the dragged row replaces the row below. Similarly, when you
drag-and-drop a column, the dragged column replaces the column to the right.
4) To retain the row (below) or column (to the right), keep the shift key pressed as you drag-and-drop.
TIP: You can also drag a row’s bubble in the Structure view to move the row, or Alt-drag the bubble to
copy the row.

Reorder rows or columns


1) Select the rows or columns to reorder in the table.
2) Hold down the shift key and drag-and-drop the rows or columns to the required alternate location
in the table.

Resize a column by dragging


• To change a column width, select a cell in that column and drag its handle until the column is the
size you want. Select several columns to resize them together.
• To move the border between two columns so one column grows wider and the other narrower,
alt-drag a selection handle. The overall width of the table doesn’t change.
TIP: To align the column border with the snap grid, choose Graphics > Arrange > Snap before you change
the width.

Specify a precise column width


1) Select cells in the columns you want to resize (if you’re resizing a single column, just click in it), and
choose Table > Format > Resize Columns or right-click and choose Resize Columns.
NOTE: If you are working in Structured FrameMaker's WYSIWYG View, you can right-click the table
cell and choose Table > Format > Resize Columns.
2) Do one of the following:
– To specify a value for the width, click To Width and enter the value.
– To set the width to a percentage of the original width, click By Scaling and enter a percentage.
– To make the column the same width as another column in the table, click To Width of Column
Number and enter the column number.
– To make the widths equal parts of a total, click To Equal Widths Totaling and enter the total
width.
– To specify a total width while still keeping the columns’ proportions the same, click By Scaling
to Widths Totaling and enter the total width.
– To set the width to match the widest paragraph or frame in the selected cells, click To Width
Of Selected Cells’ Contents and enter a maximum width.

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3) Click Resize.

Copy and paste a column width


1) Click in the column whose width you want to copy.
2) Choose Edit > Copy Special > Table Column Width.
3) Click in the column you want to change and choose Edit > Paste. Only the column width is pasted;
the contents of the cells remain unchanged.

Resize a row by dragging


To change a row height, select a cell in that row and drag its handle until the row is the size you want.
Select several rows to resize them together.

Adjust the height of a row


The height of a row changes automatically to fit the cell’s contents, but you can increase the height
further if you want.
NOTE: When working with a structured document, adjusting the height of a row does not affect the struc-
ture of the table, and it is not a format rule override.
1) Click in the row that has the height you want to increase, and choose Table > Format > Row Format.
2) Enter values for the minimum and maximum row height and then click Set.

Make all rows the same height


1) Determine the height of the tallest row in a table: Hold down alt+shift while drawing a selection
border around the row.
2) Note the height, which appears in the status bar.
3) Select the entire table, and choose Table > Format > Row Format.
4) Specify this value for the minimum row height and click Set.

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Convert body rows to header or footer rows
If you've imported a table or have an existing table without a header or footer row, you can easily convert
the body rows to header or footer rows.
To convert a body row to a header or footer row, do the following:
1) Select the body row you want to convert to a header or footer row. You can also select multiple
rows and convert them.
NOTE: If you've straddled a row, you can convert it to a header or footer row. But if you've done a
column or vertical straddle, you cannot convert the row to a header or footer row, and
FrameMaker displays an error message.
2) Right-click to display the context menu.
3) Choose one of the following:
– Convert Selected Body Row to Header Row
– Convert Selected Body Row to Footer Row
The body row is converted to a header or footer row.

TIP: If you want to convert a header or footer row back to the body row, select Undo <last opera-
tion> from the context menu.

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SORTING TABLE ROWS AND COLUMNS

Sorting table rows and columns


Know how to sort a table by rows or by columns in Adobe FrameMaker.
When sorting by numbers, currency symbols are ignored, but negative signs are recognized. For example,
-9 or (9) sorts before 9 in an ascending sort. The comma and decimal separators displayed in numbers
are treated according to the Regional options set for numbers and currencies on your system.
Text always comes after numbers in a sort. Text strings in tables are sorted based on the default system
locale.
TIP: You can sort by date or time as long as you enter it as text, use a consistent format, and include
leading zeros. For example, if you’re using dd/mm/yy and hh:mm:ss formats, enter 22/08/2018 or
09:30:25.
To sort a table in Adobe FrameMaker, do the following:
1) Save your document, so that you can revert to your last saved version if the sort gives unexpected
results.
2) Choose View > Panels > Conditional Tags and set all conditionals to Show. to make sure the table
contains no hidden conditional rows in the table.
3) Do one of the following:
– To sort all columns or all rows in a table, click anywhere in the table.
– To sort only certain rows, select cells in the rows you want to sort.
4) Choose Table > Sort. The Sort Table dialog is displayed.

Figure 1: Sort Table dialog


5) If you want to sort all rows or all columns, select All Body Rows in the Scope drop-down list.
If you want to sort only the selected rows or all columns, select Selection in the Scope drop-down
list.

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SORTING TABLE ROWS AND COLUMNS

6) Do any of the following:


– To sort the rows of the table, click Sort Rows. If the rows contain heading or footing cells as
well as body cells, only the body cells are sorted.
– To sort the columns of the table, click Sort Columns.
– To sort uppercase letters apart from lowercase letters, select Case Sensitive.
7) Choose a primary sort key by selecting from the Sort By box and clicking Ascending or Descending.
You can sort straddle cells as long as they don’t extend past a row or column that you’re using as a
sort key. Use Table > Unstraddle and try again.
8) Optionally, choose a second and third sort key from the Then By areas.
9) Click Sort.
NOTE: Adobe FrameMaker correctly sorts numbers preceded by the special symbols ()+-,. and $.
However, combining several of these symbols in a cell sometimes adversely affects sorting. For example,
a table cell containing -2 will fall correctly between -1 and -3, but a cell containing -2+3 will not
(FrameMaker interprets the sequence as -23).
NOTE: The table sorting feature supports the Unicode text encoding standard.

386
TABLE POSITION AND SPACING

Table position and spacing


Learn how to define table position and spacing in Adobe FrameMaker.
Usually, a table appears below the line of text containing the anchor symbol. However, you can force a
table to start at the top of a page or column, or you can let the table float.
If a text column where a floating table is anchored is too small to contain the table, a floating table moves
to the first text column that can contain it. However, the line of text containing the table’s anchor symbol
does not move. If the table moves to the next text column, the text fills the space below the line
containing the anchor symbol.
The space between a table and the paragraph above it is determined by the table’s space above setting
or the paragraph’s space below setting, whichever is larger. The space between a table and the para-
graph below is determined by the table’s space below setting or the paragraph’s space above setting,
whichever is larger. When the table is at the top or bottom of a column, the above or below setting is
ignored.
1) Click in the table you want to change, and choose Table > Format > Table Designer.
2) In the Basic properties of the Table Designer, do one or more of the following:
– Enter indent values in the Left and Right boxes.
– Enter spacing values in the Above Paragraph and Below Paragraph boxes.
– Specify alignment from the Alignment drop-down list.
3) Click Apply.
TIP: If you want a table to start at the top of a page with no text preceding it, anchor it on the previous
page and set the table to float. If you want it always to float, make its orphan setting a large number such
as 200.
If the anchor symbol for a top-of-column table appears below a paragraph that spans columns, the table
appears in the next column but just below the spanning paragraph, instead of at the top of the column.

Figure 1:
RELATED LINKS:
Set the minimum number of rows on a page or in a column

387
SPAN OR UN-SPAN TABLES AND CELLS

Span or un-span tables and cells


Know how to span or un-span tables and cells in FrameMaker.

Introduction
Tables can span columns in multicolumn layouts, and their positions are sometimes affected by spanning
paragraphs. Spanning does not affect the structure of a table and is not a format rule override.

Span a table across columns


To span a table across columns, do one of the following:
• Anchor the table in a spanning paragraph. A table anchored in a spanning paragraph, always spans
the full width of the text frame.
• In case of structured documents, anchor the table in a paragraph element that’s formatted to span
columns. If the table is wide enough, it spans the full column width. If it is not wide enough, the
plane of the table nevertheless spans the full width.

Figure 1: A table anchored in a spanning paragraph


• Extend the table width into a second column of the body area. If you want the table to span both
the side-head area and the body area, extend it into the side-head area as well.

Figure 2: Spanning all columns and spanning the side-head area

388
SPAN OR UN-SPAN TABLES AND CELLS

Un-spanning a table
• To un-span a table that’s anchored in a spanning paragraph or paragraph element, move the
anchor to a non-spanning paragraph or non-spanning element.
• To un-span a table that’s anchored in a spanning paragraph or paragraph element, resize the
column widths of the table to fit in the text column.

Merge or split table cells


If you merge cells that have content, the content of those cells also merge. FrameMaker creates separate
paragraphs for each merged cell.
Do one of the following:
• Select the cells you want to merge, and choose Table > Straddle.
• Select the merged cell you want to split, and choose Table > Unstraddle. The contents of the
merged cell appear in the upper left new cell, not back in the original cells.
RELATED LINKS:
Table rows and columns

389
ROTATE CELLS AND TABLES

Rotate cells and tables


Know how to rotate cells and tables, insert a rotated table in a page of un-rotated text in Adobe
FrameMaker.

Introduction
When you rotate a cell in a table in Adobe FrameMaker, you can type in it just as you do in any other cell.
You can also rotate an entire table by placing the table in an anchored frame that is rotated. A rotated
table can be in an anchored frame on a page of unrotated text or on a rotated page (one that uses a
rotated master page). Place the table on a rotated page instead of rotating the table itself if you want
background items (such as headers or footers) or body text to be rotated with the table. You cannot edit
a table in a rotated page.
NOTE: For structured documents, check with your Structured Application developer to see if the Struc-
tured Application is set up for rotated tables.
Rotating a cell or a page with a table does not affect the structure of a table, and it is not a format rule
override.
NOTE: For structured documents, a rotated table in an anchored frame is not part of a document’s main
structured flow and is not exported to SGML/XML. If you plan to export to SGML/XML, consider rotating
the page rather than just the table. If you must rotate just the table, work with your application devel-
oper to avoid losing data in the table.

Figure 1: Table on a rotated page (left), rotated table on a regular page (right)

Figure 2: Rotated cells

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ROTATE CELLS AND TABLES

Rotate a table cell


To rotate a table cell in Adobe FrameMaker, do the following:
1) Select the cells you want to rotate, and choose Table > Rotate Table Cell Content.
2) Specify the angle you want for the cells and click Rotate.
TIP: As you typein a rotated cell, the cell height increases, and the text doesn’t wrap. You can limit the
height of rotated cells so that text wraps when it reaches the limit.

Insert a rotated table in a page of unrotated text


To insert a rotated table in a page of unrotated text in Adobe FrameMaker, do the following:
1) Insert an anchored frame, and draw a text frame in it.
2) Insert the table in the text frame.
3) Select the text frame, choose Graphics > Rotate, and rotate the text frame counterclockwise. You
can adjust the size of the text frame or the anchored frame to view the entire table.

Insert a rotated table in a page of unrotated text (structured documents)


To insert a rotated table in a page of unrotated text in structured documents in Adobe FrameMaker, do
the following:
1) Click in the text where you want to anchor the table.
2) Select a graphic element for empty anchored frames in the Elements catalog and click Insert.
3) Choose Below Current Line from the Anchoring Position drop-down list, set the width and height
of the frame, and click New Frame. Try to set the size of the frame to be slightly larger than the size
of the table.
4) Draw a text frame in the anchored frame. Choose View > Toolbars > Graphics Toolbar and click the
Place A Text Frame tool in the Tools panel. Drag to draw the frame and click Set in the dialog box
that appears.
5) Click in the text frame and use Table > Insert Table to insert an unstructured table.
6) Choose Graphics > Rotate and rotate the text frame. You can adjust the size of the text frame or
the anchored frame to view the entire table.

Create a rotated table on a page with other rotated text


Create a rotated master page and apply it to the body page where the table appears.
If document editing causes the table to move to a different page, you’ll need to reapply master pages.

Edit a rotated table


Unrotate the text frame, edit the table and then rotate it back when you’re finished.

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ROTATE CELLS AND TABLES

RELATED LINKS:
Rotate a master page
Assign master pages to bodypages
Table rows and columns
Create anchored frames
Add text to graphics

392
INSERT PAGE BREAKS IN A TABLE

Insert page breaks in a table


Learn how to insert page breaks in a table, and set the minimum number of rows in Adobe FrameMaker.

Introduction
If all the rows of a table don’t fit in a text column, some of the rows move to the next page or column.
You can control how the table breaks between pages or columns. For example, you can set the minimum
number of rows that can appear on a page or column, or specify that two rows always appear together
on the same page or column. You can also force a break at any row in a table.
When you insert a table, the minimum number of rows in a column or on a page is determined by the
table format. You can change this number in the Table Designer.
Keeping two rows together and forcing a page break is not part of the table format; they are custom
settings, which you make on a case-by-case basis. If you apply a different format to the table, these
settings are not overwritten.

Set the minimum number of rows on a page or in a column


If a table doesn’t fit on one page or in one column, the location of the page break is based on the number
of orphan rows allowed for the table. The orphan row property determines the minimum number of
body rows that must be kept together on a page or in a column.
NOTE: When working with structured documents, changes to page breaks do not affect the structure of a
table and are not format rule overrides.
To set the minimum number of rows in a table that stay together on a page or in a column, do the
following:
1) Click in the table you want to change, and choose Table > Format > Table Designer.
2) In the Basic properties of the Table Designer, enter the number of rows in the Orphan Rows box.
The number can range from 1 and 255.
3) Click Apply.
TIP: Specifying a large orphan row setting, such as 99, prevents a table from breaking across columns or
pages.

Keep rows together


To keep rows of a table together in Adobe FrameMaker, do the following:
1) Select the row you want to keep together with the next or previous row and choose Table > Format
> Row Format.
2) In the Keep With area, select Next Row or Previous Row. Click Set.

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INSERT PAGE BREAKS IN A TABLE

Add or remove a page break in a table


Just as you can have a table or paragraph always start at the top of a page or column, you can do the
same with a specific row in a table. Later, you can remove the page break if you want to.
To add or remove a page break in a table, do the following:
1) Click in the row you want to change, and choose Table > Format > Row Format.
2) Do one of the following:
– To force the row to the top of the next column, select Top Of Column or one of the Top Of
Page options from the Start Row drop-down list.
– To remove a page break, select Anywhere from the Start Row drop-down list.
3) Click Set.

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INSERT A TABLE IN A FRAMEMAKER DOCUMENT

Insert a table in a FrameMaker document


Learn how to insert a table and know types of table variable in Adobe FrameMaker.
When you insert a new, empty table, you select a format for the table. Table styles are stored in a catalog,
as are paragraph and character styles. You can apply a different style to any paragraph in any cell, and
you can modify the style of any paragraph.
1) Click in the line of text to which you want to anchor the table. You can insert a table anywhere
except in a footnote.
2) Choose Table > Insert Table.
3) If required, change the number of columns, rows, heading rows, or footer rows.
4) Select a format for the table. If the format you need is not in the list, you can import the format
from another document.
5) Choose the table variable type (continuation or sheet) to insert. For more details on table variables,
see Add table continuation text.
6) Click Insert.
An anchor symbol appears at the insertion point when text symbols are visible. Deleting the sym-
bol deletes the table.
NOTE: In multicolumn page layouts, the table can straddle columns, and its position is sometimes affected
by straddle paragraphs.

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INSERT A TABLE IN A STRUCTURED FRAMEMAKER DOCUMENT

Insert a table in a structured FrameMaker document


Know how to insert a table element in structured documents in Adobe FrameMaker.
A table is anchored to a specific location in text. As you edit the text, the table moves in the document
along with the text. An anchor symbol appears at the table’s anchor location in the document window.
When you insert a table, you specify where to anchor it. For example, you can anchor a table in a <p>
element (as a child element of <p>) or you can anchor it in a <section> element (as a sibling to <p>
and other elements in the section). It depends on how the elements are defined for your document type.
1) Click where you want to insert the table.
2) Select a table element in the Elements catalog, and click Insert.
NOTE: To add other table-part elements to the table, use the Elements catalog as a guide.
3) If required, change the number of columns, rows, heading rows, or footer rows.
4) To change the table format, select a format in the scroll list. The table element can have a format
preselected, but you can change the format and it is not considered a format rule override.
Consult your developer before changing a table format. Your element catalog can have a separate
element defined for each format you’ll need.
5) Choose the table variable type (continuation or sheet) to insert. For more details on table variables,
see Add table continuation text.
6) Click Insert. FrameMaker inserts an anchor symbol at the insertion point and a table with
predefined descendant elements. The Structure View has bubbles for the new elements.
7) If the Attributes for New Element dialog box appears, enter attribute values for the table element
and click Insert Element.
TIP: Select cells in the table and then right-click to display a context menu for working with the cells.
You can also use the Quick Access Bar as a quick way to apply table commands.
If no table element is available at the location you want, you can use an invalid element. After inserting
the table, talk to your developer about making it valid at this location.

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WORKING WITH TABLES IN STRUCTURED DOCUMENTS

Working with tables in structured documents


Know how to work with tables in structured documents also understand elements and formatting, and
DITA support in FrameMaker.
Structured tables work in much the same way as unstructured tables. The table element definition deter-
mines the table’s structure. When you insert the table, at least some row and cell elements are inserted
along with it, ready for you to provide the contents.

Elements for structured tables and table parts


A table and its parts (such as title, rows, and cells) are each represented in an element. You can see and
work with these elements in the Structure view.

Figure 1: Table and table part elements


When you insert a table element, some of the table parts are inserted automatically. You can use the
Element Catalog as a guide for building the rest of the table. If you add more table parts, they can also
have an initial structure; for example, a new row element contains cell elements. The content rules for
table and table-part elements define an initial structure for that element.
A table can also have cells that are defined to remain empty. No valid elements can be inserted in these
cells, and you cannot type in them. An empty cell element describes the use of the cell—look for names
such as BlankHeader or SpacerCell.

How structured tables are formatted


The appearance of a structured table is determined by its table format, various settings in the Table
menu, and paragraph styles for text.

Table formats
A table format controls the spacing, indentation, and alignment of a table in a column, the start
position on a page, the location of the title, default margins for cells, the direction of autonum-
bering in cells, and default ruling and shading. A document stores table formats in a Table Catalog.

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WORKING WITH TABLES IN STRUCTURED DOCUMENTS

The format rules for a table element suggest a particular table format. You can apply a different
format to the table at any time and the change is not considered a format rule override.
Changing the table format makes a table invalid, though, if the format adds a title and the table’s
content rules don’t allow one.
Table menu commands
The Table menu has commands for rotating and straddling cells, changing cell height and page
breaks, adding rows and columns, and applying custom ruling and shading to cells. These settings
take precedence over the table format for particular cells.
You can use any of the Table menu commands in a structured table. The commands are not format
rule overrides and, except for Add Rows And Columns, do not affect the structure of the table.
Paragraph style
Paragraph styles define fonts, line spacing, and other properties for text in the cells and the title.
Table-part elements can specify paragraph styles.

DITA support for tables


DITA topics support two types of tables. The <table> element uses the OASIS Exchange Table Model
(formerly known as the CALS table model). The OASIS table supports the spanning of multiple rows or
columns for special layout or organizational needs, and provides a wide variety of controls over the
display properties of the data and even the table structure itself.
The <table> element organizes arbitrarily complex relationships of tabular information. This standard
table markup allows column or row spanning and table captions or descriptions. An optional title allowed
inside the table element provides a caption to describe the table.
The DITA table is based on the OASIS Exchange Table Model, augmented with DITA attributes that enable
it for specialization, content references, and other DITA processing. In addition, the table includes a
<desc> element, which enables table description that is parallel with figure description.
In DITA tables, in place of the expanse attribute used by other DITA elements, the pgwide attribute is
used to conform to the OASIS Exchange Table Model. This attribute has a similar semantic (1=page width;
0=resize to galley or column).
NOTE: The scale attribute represents a stylistic markup property that is maintained (for now) in tables for
legacy purposes. External style sheets should enable less dependency on this attribute. You should use
the scale attribute judiciously in your topics.
The other table structure in DITA is called <simpletable>. As the name implies, it is structurally less
complex than the OASIS table, and can be used as a simple, regular table for which close control of
formatting is not as important. The main advantage of simpletable is for describing lists of data with
regular headings, such as telephone directory listings, display adapter configuration data, or API proper-
ties.

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WORKING WITH INVALID TABLE ELEMENTS

Working with invalid table elements


Understand how to work with an invalid table element in Adobe FrameMaker.
• To use a table that is valid in another part of the document, either insert the table in a valid location
and then move it, or use the All Elements setting to make the table available everywhere and then
insert the table where you want it.
• To insert an invalid table with default tags, choose Table > Insert Table and choose <TABLE> from
the Element Tag drop-down list. (This option appears in the menu if the document has no defined
table elements.) The table and table parts have default tags, such as <TABLE>, <HEADING>, and
<ROW>. After replacing the table with a valid table, change the table parts to valid elements.
TIP: Changing an invalid table with default tags to a valid table can be a laborious process. It’s best to work
with tables that are defined.
RELATED LINKS:
Change the scope of elements available in a structured document

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NEST A TABLE IN A TABLE CELL

Nest a table in a table cell


Learn how to nest a table in a table cell in Adobe FrameMaker.
To nest a table in a table cell, do the following:
1) Click in the cell in which you want to nest a table.
2) Choose Insert > Anchored Frame.
For unstructured documents, this command creates an anchored frame that’s anchored below the
current line. Try to set the width and height of the frame to be slightly larger than the width and
height of the table you want to insert.
For structured documents, this command inserts an element. Choose a frame element from the El-
ement Tag drop-down list in the Anchored Frame panel. Select a graphic element for empty an-
chored frames in the Elements catalog, and click New Frame.
3) If the anchored frame is wider than the cell, resize the column.
4) Use the Text Frame tool on the Tools panel to draw a text frame in the anchored frame.
5) Click in the text frame and choose Table > Insert Table.
IMPORTANT: If you export a document to SGML or XML, you can lose the contents of anchored frames in
it because they are not part of the main structured flow. Work with your application developer if you plan
to export to SGML or XML to avoid losing data in the nested table.
RELATED LINKS:
Anchored frames
Table rows and columns

400
COPY, MOVE, OR DELETE A TABLE

Copy, move, or delete a table


Know how to copy, move, or delete a table in Adobe FrameMaker.
If you copy or move an unstructured table to a structured flow, the table is given a basic structure with
default elements named <TABLE>, <HEADING>, <ROW>, and so on. If you copy or move a structured
table to an unstructured flow, the table structure may no longer be valid.
1) Press Ctrl and triple-click a cell to select the entire table or click the table element in the Structure
View.
2) To copy the table, choose Edit > Copy.
To move the table, choose Edit > Cut. If a dialog box appears, click Remove Cells From Table, and
click Cut. Then click where you want to move the table, and choose Edit > Paste. Check the Elements
catalog before pasting to ensure that you paste the table at a valid location.
To remove the table, press Delete.
TIP: You can also drag a table element in the Structure View to move the table, or press alt and drag the
element to copy the table.

401
GRAPHICS AND OBJECTS

Graphics and objects


Know how to create, link, and manage graphics in FrameMaker.
Graphics form an integral part of any content. You can create your own graphics in FrameMaker.
Add text to them, import and link images in many formats, create QR codes, and link 3D Graphics. You
can also insert Adobe Photoshop images and Adobe Illustrator graphics, and even Adobe Captivate
demos.

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CREATE GRAPHICS

Create graphics
Learn how to create graphics and objects in structured and unstructured Adobe FrameMaker. Also know
how to work with illustrations.

About graphics and objects


Working with illustrations
In Adobe FrameMaker, you can draw rectangles, ovals, and polygons, as well as straight and curved lines.
You can create complex illustrations by combining several objects, and include text in illustrations. You
can also specify object properties (such as fill pattern, line width, and color), and resize, reshape, rotate,
and rearrange objects.
You can place illustrations directly on the page, in anchored graphic frames that move with the text, or
in unanchored graphic frames that crop the edges of the illustration.
• Text frames control placement of the document text.
• Graphic frames can be anchored or unanchored and control the position and appearance of
graphics.
• Anchored frames hold graphics related to specific text and move along with the text as you edit it.
• Unanchored frames are used to crop graphics that stay in the same place on the page. You can also
use unanchored frames to hold reference art. You draw unanchored graphic frames with the
Graphic Frame tool on the Tools panel.
NOTE: Graphics placed in unanchored frames are not exported to HTML, Microsoft Word, or RTF.
If you want the graphic to appear at a specific location on a page (for example, for a logo or a bleed
tab), draw or import the graphic directly on the page. If you need to crop a graphic or include it as
reference art on a reference page, you place it in an unanchored graphic frame.

A. Graphic drawn on page B. Text line C. Anchored frame D. Text frame for document text

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You can use text frames along with graphics—for example, as callouts or captions. You can also use
text frames in anchored frames to create effects such as sidebars. For single lines of text in graphics,
you can also use the Text Line tool.

Tools palette overview


You use the dockable Tools panel to select drawing tools and to apply properties. To display the Tools
panel, choose Graphics > Tools or View > Toolbars > Graphics Toolbar.
NOTE: Graphics created using the Graphics Toolbar are saved as SVG files in the Responsive HTML5
output.

Figure 1: Graphics toolbar


A. Selection tools B. Drawing tools C. Hotspot mode D. Drawing properties

About paths
An object’s path is an imaginary line through the center of the object’s border. The path appears as an
outline when you draw an object.

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Figure 2: A. Border B. Path


FrameMaker uses the path to position objects. For example, when you use the Align command to align
objects, the objects are aligned along their paths, not along the outside of their borders. When the snap
grid is on as you draw, FrameMaker aligns the path with the snap grid.

Figure 3: Objects are aligned along their paths.

About graphic elements in structured documents


When working with structured documents, you use special elements to place graphics. A graphic
element provides an anchored frame for holding graphic objects. The frame is anchored to a specific loca-
tion in text. As you edit the text, the frame and its contents move in the document along with the text.
The element appears in the document’s structure, but the graphic or equation itself is not part of the
structure.
A new graphic element is either an empty anchored frame or an anchored frame with an imported
graphic. When you insert the element, its format rules determine whether you see a dialog box for
setting up a frame or for importing a graphic file:
• For an element that is an empty anchored frame, you specify the size of the frame, its anchoring
position, and some formatting properties such as alignment. You can fill in the frame by drawing,
pasting, or importing graphic objects in it.

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• For an element that is a frame with an imported graphic, you specify the file to import. The graphic
appears below the line with the anchor symbol, in a frame large enough for it.
After you’ve inserted a graphic element, you can place different contents in the frame, resize the frame,
change the anchoring position, and edit the frame in other ways. These changes are not considered to
be format rule overrides.
To align a graphic element in a structured document, you can either define the alignment in the docu-
ment, using the Attribute panel or in the EDD (the Structured Application associated with the document).
If you add a graphic element to a document and do not assign the alignment, by default, FrameMaker
will center align the graphic on the document.

Scaling Images in structured documents


An image can be resized by changing either the height, width, or the scaling attributes. In a DITA topic,
you can access the height, width, and scaling attributes from the Object Properties or Attributes panel.
Consider the following points while changing the image size attributes in the Object Properties dialog:
• If you change the height, width, or both, then you must click the Apply button for the changes to
take effect.
• If you change the height, width, and scaling attributes, then the values present in the height and
width attributes take precedence over the scaling attribute.
• If you specify only the scaling attribute, then the height and width of the image is proportionately
adjusted. Also, the values in the height and width attributes are updated according to the scaling
factor.
Consider the following points while changing the image size attributes in the Attributes dialog:
• If you specify a value in the height or width attribute and move the focus to any other attribute, the
image is resized immediately.
• To scale an image, you must delete any value present in the height and width attributes, and then
specify a value in the scale attribute.
• If a value is present in the height or width attribute, and you change the scale attribute, then the
image would not be scaled. The value present in the height or width attribute takes precedence
over the value specified in the scaling attribute.
RELATED LINKS:
Create anchored frames
Multiple Undo/Redo
Anchored frames
Crop or mask graphics
Use reference frames on reference pages
Add text to graphics

Draw objects
Learn how to draw various objects in FrameMaker, know about drawing properties.

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When you draw an object, the pointer is a cross-hair . After you draw, the pointer normally changes
back to an arrow so you can select objects, or to an I-beam so you can select or type text. To draw
another object, you usually have to click a drawing tool again.
When you draw an object directly on a page, it doesn’t move with the text, although text can run around
the object. If you want the object to be “anchored” to surrounding text (that is, to move as you edit the
text), you can draw the object in an anchored frame, or draw it on a page and then move it into an
anchored frame.
When you draw an object, it uses the drawing properties that are selected on the Tools panel. The object
is also selected, to make changing these properties easier.

Draw a straight line


1) Click the Line tool.
2) Click at the start and end of the line. You can also drag from the beginning to the end of the line. To
draw a horizontal or vertical line, or a line at a 45-degree angle, Shift-click, or Shift-drag.
TIP: To draw several lines that touch one another, use the Polyline tool to draw several connected lines
as a single object. You can also use the Line tool to draw the lines and then use the Gravity feature to
make sure that they touch one another.

Draw a polyline or polygon


1) Click the Polyline tool or the Polygon tool.
2) Click at each vertex in turn. To draw a horizontal or vertical segment, or a segment at a 45-degree
angle, Shift-click.
3) Double-click at the last vertex.

Figure 4: Click at each vertex and then double-click to end.

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CREATE GRAPHICS

Draw an arc
1) Click the drop-down arrow on the link tool and choose the Arc tool.
2) Put the pointer where you want to start the arc and drag along the path of the arc. To draw a
circular arc, Shift-drag.

Figure 5: Drag and then release.


If the arc isn’t the shape you want (for example, if it’s concave rather than convex), don’t release the
mouse button. Drag the cross back to the starting point and draw the arc again, dragging along the path
you want the arc to trace.
Initially, the angle of the arc will be 90 degrees.

Draw a freehand curve


1) Click the drop-down arrow on the Polygon tool and choose the FreeHand Curve tool.
2) Place the pointer where you want to start the freehand curve, and drag along the path of the curve.
The snap grid is ignored for all but the first point of a freehand curve; however, you may want the
snap grid to be off when you draw the curve.

Figure 6: Drag and then release.

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CREATE GRAPHICS

When you release the mouse button, FrameMaker approximates a curve along the path you drew and
displays reshape handles and control points so you can reshape the curve.
TIP: For more precise control over the shape of a freehand curve, create a curve by drawing polylines or
polygons and then smoothing them.

Draw a rectangle, a rounded rectangle, or an oval


1) Click the Rectangle tool or from the drop-down arrow, choose the Oval tool, or the Rounded Rect-
angle tool.
2) Drag diagonally across the area in which you want the object to appear. To draw a square or circle,
Shift-drag.

Figure 7: Drag and then release.


TIP: To draw a border around a graphic, draw a rectangle with a fill pattern of None around the graphic.

Draw a regular polygon


1) Draw a circle or square that is slightly larger than the regular polygon you want to create. If you
draw a rectangle or an oval, the polygon you create won’t be regular.
2) Select the object and choose Graphics > Reshape > Set # Sides.
3) Specify the number of sides and the start angle of the polygon, and click Set.

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Figure 8: Original object and regular polygon, with number of sides = 3 and start angle = 45°

Draw several objects of the same type without clicking the tool each time
Do one of the following:
• For all objects except text lines, Shift-click the tool. To stop using the tool, click another drawing
tool or one of the selection tools on the Tools panel.
• For text lines, press Return at the end of a text line and continue typing.
RELATED LINKS:
Apply and change drawing properties
Use gravity and grids to align objects
Resize and reshape objects

Select objects
Learn how to select one or multiple objects using select tool, how to deselect an object in FrameMaker.
You can select objects that are on the same page or in the same graphic frame. When you select a graphic
frame, any selected objects are deselected. When an object is selected, handles appear around it.

Smart Select tool


Allows you to place an insertion point or select text when the pointer is over text, and to select
objects when the pointer is over an object. When the Smart Select tool is active, the pointer
changes shape as you move it—to an I-beam over text or to a hollow arrow over objects. In
general, use the Smart Select tool as you work.
Object Select tool
Use the Select Object tool when you’re working with text lines and text frames as objects—for
example, when you want to move or resize a text frame. When you click in text with the Select
Object tool active, you select the text line or text frame as an object rather than put an insertion
point in the text.
NOTE: After you draw an object, FrameMaker reverts to the Smart Select tool. If you want to keep the
Select Object tool active after drawing an object, Shift-click the tool on the Tools panel.

Related links: Structured authoring

Select an object or multiple objects


Do one of the following:
• To select one object, click it. If the object is transparent—that is, if it has a fill pattern of None—click
its border. When you click overlapping objects, FrameMaker selects the object in the foreground.
• To select several objects, point outside the objects and drag diagonally to draw a selection border
around them. All objects you want to select must be completely within the selection border.

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Figure 9: Drag to select several objects.


NOTE: If you move the object rather than draw a selection border (because the pointer was over an
object), immediately choose Edit > Undo. Then press Shift-drag to draw a selection border.
• To select all objects in a graphic frame, select the frame or any object in the frame, and then choose
Edit > Select All in Frame.
• To select all objects on a page, click outside any objects or text on the page and choose Edit > Select
All on Page.

Deselect objects
Do one of the following:
• To deselect an object, click outside the object.
• To deselect one of several selected objects, Shift-click the object (not a handle). You can also
Control-click the object.
• To deselect all selected objects, drag-and-drop the page away from any objects.
• To deselect several objects in the same area, point outside all the objects and Shift-drag diagonally
to draw a selection border around the objects. When you release the mouse button, all objects that
are completely within the selection border are deselected. If any objects within the selection
border were not selected when you began dragging, they are selected.

Apply and change drawing properties


Learn how to apply and change drawing properties, work with patterns, line and arrow styles in
FrameMaker.
An object’s drawing properties include the fill pattern, pen pattern, line width, line ends, color, and
whether the line is solid or dashed. You change drawing properties from drop-down lists on the Tools
panel.
You can change drawing properties before you draw an object, or you can select objects that you’ve
already drawn and then change their properties. After you change a property, it becomes the current
property—that is, it will be applied to any object you draw. For example, if you choose a line width of 1
point, this is applied to all newly drawn objects until you choose another line width or exit FrameMaker.

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You can make objects look alike by applying one object’s properties to another object.
You can also change the colors in the Color drop-down list and customize the following choices that
appear on the Tools panel:
• The values assigned to the line widths that appear in the Line Widths drop-down list.
• The Line end style, which determines the appearance of any line ends that don’t have an arrow-
head.
• The pattern that FrameMaker uses when you choose the dashed line style from the Line Styles
drop-down list. (The pattern that appears in the drop-down list doesn’t change, but FrameMaker
uses the new pattern.)
The new line width settings remain until you change them. The other new settings remain until you
change them or exit FrameMaker.
None of the changes described here are applied automatically to existing objects. However, you can
apply the new settings to both new and existing objects.
NOTE: Dashed line pattern and polylines may appear solid on screen and in print if the lines are especially
thick and contain acute angles or have round or projecting caps. To make the lines print correctly, change
the Line Ends Options setting to Butt, use a smaller line width, or redraw the object using separate lines.

Apply a fill pattern or pen pattern to a selected object

Choose the pattern from the Fill Pattern drop-down list or Pen Pattern drop-down list . You can fill
any objects except lines, text lines, and equations.

Figure 10: A. Pen pattern B. Fill pattern


The eight gray fill and pen patterns have the following percentages: 100, 90, 70, 50, 30, 10, 3, and 0 (no
ink, typically white).
TIP: To make an object transparent (so objects in back of it show through), choose a fill pattern of None.
If you don’t want the object to have a border, choose a pen pattern of None. To see the border of an
object that uses both a pen and a fill pattern of None, choose View > Borders.

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Choose a line width for a line or an object’s border

Choose a width from the Set Line Widths drop-down list . You can change the line width of any object
except text lines.

Change the ends of an arc, a line, a polyline, or a freehand curve

Choose the line end from the Set Line End Style drop-down list . You can use no arrowhead or place
an arrowhead at the beginning, at the end, or at both ends.

Make a line or object’s borders solid or dashed


Choose a solid or dashed style from the Set Dashed Line Pattern drop-down list .

Inspect an object’s drawing properties or apply them to other objects


1) Select the object that has the properties you want to inspect or copy.
2) Hold down Shift and choose Graphics > Pick Up Object Properties. The properties of the selected
object become the current properties on the Tools panel. Any object you draw picks up those prop-
erties.
3) To apply the properties to existing objects, select the objects you want to change. In the Tools
panel, click the current drawing properties you want to apply to the selected objects.

Change line width settings


1) From the Set Line Width drop-down list on the Tools panel.
2) Do one of the following:
– To change the line widths, drag the slider.
– To change the line widths, click Set and enter the new line widths. You can enter the values
in any order. When you click Set, the line widths are sorted from smallest to largest. The
widths that appear in the drop-down list don’t change.
– To revert to the line widths you had when you started FrameMaker, click Get Defaults.

Change the line end style


1) Select Set from the Set Line End Style drop-down list on the Tools panel.
2) Select a line end style and click Set.
The Cap Style sets the line end style as shown in the following illustration:

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Figure 11: A. Butt B. Round C. Projecting

Change the dashed line style


1) Select Set from the Set Dashed Line Pattern drop-down list on the Tools panel.
2) Click one of the patterns and click Set.
You can also create custom dashed line pattern.
TIP: To create a dotted line that uses round dots, use a dashed line pattern of short dashes with a round
line cap.

Change the arrow style


You can choose from among several preset arrow styles. Arrow styles are determined by their base angle,
tip angle, and length.

Figure 12: A. Base angle B. Tip angle C. Length


None of the changes described here are applied automatically to existing objects. However, you can
apply the new arrow style to both new and existing objects.
1) Select Set from the Set Line End Style drop-down list on the Tools panel.
2) Do one of the following:

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– Click a preset arrow style and click Set.


– Fill in a custom base angle, tip angle, length, and style, and then click Set. You can use the
following values for the custom options.

Option Values

Base Angle Between 10 and 175 degrees (and at least 5 degrees greater than
the tip angle)
Tip Angle Between 5 and 85 degrees
Length Between 0 and 255 points
Style
Filled
Hollow
Stick

FrameMaker ignores the Base Angle option when you use Stick style. The length you specify applies
to objects that have a line width of 1 point. When you use a thicker line width, the arrowhead is lon-
ger.
The following table contains sample custom arrows and their settings.

Arrow Base Angle Tip Angle Length

70 degrees 30 degrees 10 points

80 degrees 30 degrees 10 points

70 degrees 15 degrees 10 points


70 degrees 30 degrees 5 points
120 degrees 30 degrees 5 points

RELATED LINKS:
Change line width settings
Work with color in objects
Fonts

Add text to graphics


Learn how to add text with graphics in FrameMaker, work with text frames and titles and running text
around graphics.
You can add single lines of text or text frames to a graphic.

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Figure 13: A. Text line B. Text frame


A text line is a single line of text that FrameMaker treats independently from other text. Text lines grow
or shrink in length as you edit them, but they don’t wrap to the next line. You typically use text lines for
single-line callouts and for text you want to resize in the same way that you resize other objects.
You can assign character styles and a spell-checking language to text lines. However, text lines can’t have
paragraph styles, and they can’t contain anchored frames, markers, variables, cross-references, or condi-
tional text.
Unlike a text line, a text frame can contain more than one line of text. You use text frames for multiline
callouts, paragraphs of text, and any other text you want FrameMaker to wrap automatically from line
to line. When graphics overlap text in a text frame, you can run the text around the graphics.
TIP: When you resize a text frame created with the Text Frame tool, the font size remains the same.
However, when you resize a text line created with the Text Line tool, the font height and width change
proportionally.

Add a text line to a graphic


1) Choose Line Text from the Place a Text Frame drop-down list on the Tools panel
The pointer changes to a crossed I-beam when you move it to the document window. The small
horizontal line across the pointer indicates the baseline position of the text.
2) Click in the document to place an insertion point, and then type the text. FrameMaker uses the last
character style you typed or selected in the document.
The text line is left aligned on its alignment point (where you clicked).
• To create several text lines, press Return at the end of one text line to create another. You can then
select the text lines independently and move them as needed.
TIP: To change the character formatting of text in a text line, choose Format > Font or the Character
Designer. To change the font of several text lines at the same time, select the text lines as objects
and change their formatting.

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The text direction (LTR or RTL) of a text line inherits the direction of the document. However, you can
choose to change the text direction of the text line within the document. To change the direction of the
text in a text line:
1) Do one of the following:
Graphics > Object Properties > Text Line.
Graphics > Object Style Designer > Text Line.
2) In the Direction drop-down list, change the direction of the text line.

Add a text frame


1) Select Block Text from the Place a Text Frame drop-down list on the Tools panel.
2) Drag diagonally where you want to add the text frame.
3) In the Create New Text Frame dialog, specify the number of columns and the gap between them,
and then click Set.
4) Double-click in the text frame to place an insertion point in it, and then type the text.

Fix text frames that overflow


When the text you type overflows the text frame, the insertion point moves below the bottom of the
frame and the new text doesn’t appear. The bottom border of the text frame appears as a solid line when
borders are visible.

Figure 14: Overflowing text frame


You can enlarge the frame so the text fits, or you can connect the flow of the text frame to another frame
(see Disconnect text frames). You can also decrease the font size of the text.
1) Control-click the text frame to select it.
2) Drag a handle to enlarge the frame.

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Create reverse text in a text frame


You can create reverse text (text that appears in a light color on a dark background) for special emphasis.
The reverse text can be in a text frame or a text line.
1) Set the desired fill pattern and color of the text frame.
2) Set the text frame’s pen pattern to None.
3) Change the color of the text with the Character Designer or the Paragraph Designer.
4) If necessary, change the indentation and alignment of the text with the Paragraph Designer.

Create a reverse text line over an object


1) Draw an object to act as the background for the text. Generally, it’s best to use a nearly black fill
pattern for the object.
2) Outside the background object, add a text line and type its text.
3) Control-click the text line to select it.
4) Move the text line so part of it disappears into the background object.

Figure 15: Draw object and text line and then move line part of the way.
5) Choose a light color from the Color drop-down list on the Tools panel. The text appears partially cut
out of the background object.
If the text doesn’t appear in front of the object, choose Graphics > Arrange > Bring to Front. If you
still have trouble, make sure that the current color view of the document shows the text line’s color
as Cutout.
6) Move the text line so all its letters appear cut out of the background object.

Figure 16: Choose a light color and then move the text line all the way.

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Add a title to an illustration


You can include a text line or text frame in a graphic as a title. You can also use a paragraph above or
below an anchored frame as a title for the frame’s graphic. However, you may find it easier to use table
commands instead.

Figure 17: Single-cell table with table title below


You can also use multicell tables to achieve various effects with graphics and text. For example, the next
example is a two-cell table. The first cell contains several autonumbered paragraphs; the second cell
contains the figure.

Figure 18: One-row table containing two cells


Use the guidelines provided here for setting up the paragraph styles, table styles, and anchored frames
you’ll need if you want to use single-cell tables and their titles for illustrations and their captions.
1) Use the Table > Insert Table command to create a single-cell table wide enough for your figure.
2) Use the Table > Table Designer command to specify the location of the title (see Add or remove a
table title).
3) Type the text of the title.
4) Format the table title.
5) Store the style for the table title in the Paragraph Catalog (see Create a new paragraph style).
6) Change the cell’s paragraph style to turn off fixed line spacing so that the size of an anchored frame
can affect the paragraph’s line spacing.
test
7) Create an anchored frame in the cell, anchored at the insertion point (see Create anchored frames).
If necessary, the cell grows vertically to accommodate the frame’s height.
8) Put the graphic in the anchored frame and resize the frame.

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9) If the frame is wider than the cell, change the column’s width. You can select the table cell and drag
a handle to change the width, or you can use the Table > Resize Columns command (see Table rows
and columns).
10) Store the table format in the Table Catalog (see Create, edit, and delete table styles).
11) The next time you add a table for a figure and its title, either use the Table > Insert Table command
or copy and paste the table.

Run text around graphics


You can make the text in a text frame run around a graphic that overlaps the text. However, text will not
run around a text line or an equation. When a graphic is placed directly on a page or in an unanchored
frame, the text can follow the contours of the graphic, or it can align vertically at the edge of an imaginary
box bounding the graphic.

Figure 19: Text run around contour and run around bounding box
You can also run text around anchored frames—for example, to set a small graphic or a drop cap at the
beginning of a paragraph.
When text in a text frame runs around a graphic, FrameMaker does not feather text in that frame.
1) Draw or place the graphic on a page. When you place the graphic on a master page, it appears as a
background graphic on all associated body pages. You can then make the text on all the associated
body pages run around the graphic.
Make sure that you click in the page margin before importing or pasting the graphic. Otherwise, the
document contains an insertion point, which will cause the graphic to be placed in an anchored
frame.
2) Select the graphic. If the graphic is made up of several objects, select all the objects.
3) If you want to run text around the contour of an imported graphic, make sure the graphic is behind
the text frame. To do so, select the graphic and choose Graphics > Arrange > Send to Back.
4) If the graphic’s runaround properties aren’t set as you want them, choose Graphics > Runaround
Properties, and do one of the following:
– To make text run around the graphic, click a runaround style and enter a gap.
– To prevent text from running around the graphic, click Don’t Run Around.
NOTE: If the Style setting is As Is
when you display the Runaround Properties dialog box, you
selected several graphics that have different runaround properties.
5) Click Set.

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TIP: If the settings don’t produce exactly the results you want, add an object (with a pen and fill pattern
of None) near the graphic to create the desired contour for the text to run around.
RELATED LINKS:
Resize and reshape objects
Font changes using the designers
Indentation, alignment, and spacing
Anchored frames run into paragraph text
Feather text to the bottom of text frames

Copy and arrange objects


Know how to copy and arrange objects in FrameMaker, modify the stacking order, work with gravity, grid
and distribution of objects.

Cut, copy, or paste an object by using the clipboard


1) Select the object and choose Edit > Cut, or Edit > Copy.
2) Do one of the following:
– To paste the object on a page, click in the margin of the page.
– To paste the object in an existing graphic frame, click the frame’s border to select the frame.
– To paste the object in text, click in the text where you want to paste the object.
3) Choose Edit > Paste. When you paste the object in a graphic frame or on a page that is the same
size as the one from which you copied or cut the object, FrameMaker puts the object in the same
relative location. Otherwise, FrameMaker centers the object.
When you paste an object into text, FrameMaker creates an anchored frame to hold the object, and
centers the object in the frame. An anchor symbol appears at the insertion point when text symbols
are visible.

Copy an object by dragging


1) Select the object.
2) Point on the object (not on a handle), hold Alt and drag the duplicate of the object, or drag the
object with the right mouse button and then select Copy Here from the context menu. To constrain
the duplicate object’s movement to either a horizontal or vertical direction, hold down Shift while
you drag.

Delete an object
Select the object and press Delete.

Move an object
1) Select the object.
2) Do one of the following:

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– Drag in the direction you want to move the object.


– To move the object horizontally or vertically, Shift-drag.
– To move an object into a graphic frame, drag it until the pointer is in the frame.
– To move an object out of a graphic frame, drag it until the pointer is outside the frame. As you
drag, the frame’s border may temporarily crop the object.
When you drag the object, the status bar shows the distance from the upper-left corner of the
object to the upper-left corner of the page (or frame, if the object is in a graphic frame). When
rulers are visible, lines in the rulers show you the object’s position. If the snap grid is on, objects
snap to the invisible grid as you drag them.
TIP: If your screen does not redraw properly when moving an object, press ctrl+l (lowercase L)
to redraw the screen.
– To move an object in small increments, hold down Alt and press an arrow key to move 1 point,
or hold down Alt+Shift and press an arrow key to move 6 points. However, do not use an
arrow key on the numeric keypad.
The preceding distances assume a 100% zoom setting. The actual distance moved depends on
the current zoom setting, so you can do finer work when you’re zoomed in closer. For example,
at 200% zoom, the distance is halved. At 50% zoom, the distance is doubled.
– To specify the exact position of an object, select the object, choose Graphics > Object Prop-
erties, do one of the following and apply the changes:
• For all objects except text lines and equations, specify the offset from the top and left
edges of the page or graphic frame in the Offset From area.

Figure 20: A. Offset from left B. Offset from top


• For text lines and equations, specify the offset in the Alignment Point Offset area.

Figure 21: Left-aligned text line


A. Offset from left B. Offset from top

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Change the stacking order of objects


When you draw or paste an object, FrameMaker places it in front of all other objects on the page or in a
graphic frame. You can control how objects overlap by putting them in front of or in back of other
objects.

Figure 22: Circle in front and circle in back


• Select one of the objects and do one of the following:
– To put an object in front of other objects, choose Graphics > Arrange > Bring to Front.
– To put an object in back of other objects, choose Graphics > Arrange > Send to Back.
TIP: To create a drop shadow, stack two objects and offset them slightly.

Use gravity and grids to align objects


You can align objects (except graphic frames) with one another along either a horizontal line (by speci-
fying top/bottom alignment) or a vertical line (by specifying left/right alignment).
1) Select the objects and choose Graphics > Arrange > Align. To align a single object in a graphic frame
or on a page—for example, along the left side of a graphic frame—select only the object you want
to align.
2) Choose the alignment you want and click Align. To align objects in only one direction, set the other
direction to As Is.
FrameMaker aligns the objects—along their paths—with the last object you select. For example, Top
Align aligns selected objects with the last selected object and is not necessarily the object that is
currently highest in the anchored frame.
If you selected objects by dragging a selection border, FrameMaker aligns the objects with the object in
the foreground.
Objects have gravity along their paths and at their corners. Rectangles and ovals also have gravity at their
centers. Some points on an object exert a greater pull than others. For example, the corners of a triangle
attract the pointer more than its sides do.
With Gravity on, an object attracts the pointer as you draw, resize, or reshape a nearby object. Gravity
has no effect when you move objects.
Gravity extends the same distance on the screen regardless of the zoom setting. When you zoom in,
objects and the space between them appear larger, so you can drag a handle or draw closer to an object
without the object attracting the pointer.

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Use gravity to align objects


It’s easier to make objects touch when you use the Gravity feature. If Gravity and Snap are both selected
in the Graphics menu, gravity takes precedence.
1) If Gravity isn’t already on, choose Graphics > Arrange > Gravity.
2) Drag a handle of an object, or draw an object, close to the object to which you want to connect. As
you drag, the handle jumps so the two objects touch each other.

Figure 23: Gravity ensures perfect alignment.

Align objects on a grid


The visible grid appears as horizontal and vertical lines onscreen, but not on the printed page. A graphic
frame contains its own visible grid, which begins at the upper-left corner of the frame.
The invisible snap grid attracts objects to it. As you draw, rotate, resize, or drag objects (and when you
drag indent and tab stop symbols on the ruler), they snap to the invisible grid.
NOTE: If Snap and Gravity are both selected in the Graphics menu, gravity takes precedence.
• To show or hide the visible grid, choose View > Grid Lines. If the visible grid doesn’t appear in a text
frame, change the frame’s fill pattern to None.
• To turn the snap grid on or off, choose Graphics > Arrange > Snap.
• To change the grid spacing, choose View > Options, and do any of the following, and then click Set:
– To set the space between lines in the visible grid, choose the spacing from the Grid Lines
drop-down list.
– To set the interval for the snap grid, enter the interval in the Grid Spacing text box.
– To set the snap interval for rotating objects, enter the number of degrees in the Snap Rotate
text box.
TIP: If you intend to use the grids together, make the visible grid spacing a multiple of the snap grid
interval. For example, if the snap grid spacing is 0.125 inch, you could make the visible grid spacing 0.125
inch, 0.25 inch, or 0.5 inch.

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Align text lines


When you create a text line, it is left aligned on its alignment point (where you clicked). You can change
the alignment to centered or right aligned. FrameMaker then maintains the text line’s alignment when
you insert text.
1) Select the text line and choose Graphics > Object Properties.
2) Choose a new alignment from the Alignment drop-down list and click Align.

Distribute objects
You can move objects—distribute them—so they have an equal amount of space between them. You can
distribute objects horizontally and vertically.

Figure 24: Objects before and after distributing (with zero edge gap)
Equidistant centers and equidistant edges

If you specify the exact space between the objects (the edge gap), FrameMaker moves all objects except
the one at the left or top. If you specify that the objects’ centers or edges should be equidistant,
FrameMaker leaves the left and right, or top and bottom, objects where they are and moves the others.
1) Select the objects and choose Graphics > Arrange > Distribute.
2) Choose the spacing you want and click Distribute. To distribute objects in only one direction, set
the other direction to As Is.
When you specify a large edge gap, objects may move off the page and disappear from sight. If they do,
immediately choose Edit > Undo.

Make lines intersect cleanly


Lines intersect cleanly when they are the same thickness, meet at right angles, and use a projecting cap;
lines don’t intersect cleanly when they use a projecting cap but don’t intersect at right angles. Notice the
different intersections created by using the three line cap styles.

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Figure 25: A. Projecting B. Butt C. Round


Do one of the following:
• If the lines don’t meet at a right angle, try a round cap for both lines.
• If the lines aren’t the same thickness, try a butt cap for the thinner line when the lines meet at their
endpoints and for the stem of a T when they meet in a T.
For information on changing the line cap style, see Change the line end style.

Group and ungroup objects


When several objects (except graphic frames) are part of the same graphic, you can group the objects.
You can then edit and arrange them as a single object.
You can combine a group of objects with other objects to form an even larger group. Because
FrameMaker groups and ungroups objects hierarchically, the first set of grouped objects is maintained
as a set when you group other objects with it.
• To group objects, select the objects and choose Graphics > Arrange > Group. One set of handles
appears around the group.

Figure 26: Objects selected and then grouped


• To ungroup objects, select the group and choose Graphics > Arrange > Ungroup. Handles appear
on each object in the group. When a group has been grouped with other objects, you must choose
Ungroup more than once to ungroup all objects.
RELATED LINKS:
Apply and change drawing properties

Join lines and curves


Know how to join line and curves around the objects in FrameMaker.

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You can create complex outlines by joining individual lines, polylines, arcs, and smoothed polylines that
were created with FrameMaker drawing tools. Joining creates a single continuous curve. You can then
change the new curve’s properties, such as its line width, pen and fill patterns, and color.

Figure 27: Objects drawn, and then positioned and selected

Figure 28: Objects joined, and then fill pattern added


1) Position the objects so that their endpoints touch. The ends of the lines or curves must be within 1
point of each other and the objects cannot be grouped. If necessary, choose Graphics > Arrange >
Gravity and zoom in.
2) Select the objects and choose Graphics > Arrange > Join. The new curve takes on the properties of
the last object selected before joining—for example, the object’s line width, pen pattern, or color.
(In the preceding illustration, the last object selected before joining was the arc.)
NOTE: If you join lines or curves by mistake, immediately choose Edit > Undo. Joining creates a single
continuous object that cannot be “unjoined” at a later time in the way that grouped objects can be
ungrouped.

Flip and rotate objects


Learn how to flip and rotate an object and create a symmetrical effect in FrameMaker.
You can create a mirror image of an object by flipping it up and down or left and right.
You can rotate all objects (except equations and graphic frames) any number of degrees. You can rotate
graphic frames and equations in 90-degree increments.
All objects (except equations and text lines) rotate around their centers.
Equations and text lines rotate around their alignment points.
You may find it easier to edit objects—for example, to align and distribute them—in their unrotated posi-
tion. After you edit an object, you can rerotate the object to restore it to its rotated position.

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NOTE: If you rotate an imported PICT image or a page containing an imported PICT image, the image may
print poorly. To improve printing, convert the image to TIFF or EPS and reimport the image.

Flip an object
Select the object and choose Graphics > Flip Left/Right or Graphics > Flip Up/Down. If the object
contains text, the text isn’t flipped. For example, the text in a flipped text line doesn’t appear flipped, but
the alignment point of the text line is flipped.

Figure 29: A. Original B. Flipped up/down C. Flipped left/right

Create a symmetrical object


1) Draw one half of the object and copy it.

Figure 30: Draw and then make a copy.


2) Flip the copy and move it until it touches the original.

Figure 31: Flip and then move.


Rather than move the duplicate to the original, you can use the Distribute command with an edge gap
of zero to ensure exact alignment of the objects.

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Rotate objects by dragging


1) Select the object.
2) Hold down Alt and drag a handle.
When the snap grid is on, the object snaps to multiples of the angle specified in the View Options
dialog box. To constrain the rotation to 45-degree increments, also hold down Shift while you drag.

Rotate an object precisely


Select an object and do one of the following:
• To rotate from the object’s current position, choose Graphics > Rotate, specify the direction and
amount of rotation, and click Rotate. If you rotate several ungrouped objects in this way, each
object rotates around its center.
NOTE: This method also works for equations and graphic frames.
• To rotate the object’s by a certain degree, choose Graphics > Object Properties, enter the angle of
rotation and click Set.
RELATED LINKS:
Distribute objects

Crop or mask graphics


Know how to crop and mask graphics in FrameMaker, and also work with graphics frame.
When you want to crop the edges of a graphic, place the graphic in an anchored or unanchored graphic
frame. An anchored graphic frame moves with the surrounding text. An unanchored graphic frame stays
wherever you place it on a page, even when the text around it moves as the result of editing.

Figure 32: Uncropped and cropped graphics in graphic frames


When you want to mask an area of a graphic, particularly if the part you want to mask is in the middle of
a graphic, you can cover the area with nonbordered objects.

Crop the edges of a graphic frame


1) Do one of the following to create a graphic frame:
– To create an unanchored frame, click the Place a Graphic Frame tool on the Tools panel and
then drag to draw the frame. To draw a square frame, Shift-drag.
– To create an anchored frame, use Insert > Anchored Frame.

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2) Do one of the following to put the graphic in the frame:


– Drag the graphic into the frame.
– Select the graphic, choose Edit > Copy or Edit > Cut, select the frame border, and then choose
Edit > Paste.
3) Resize the frame around the graphic.

Mask an area within a graphic frame


Put graphic objects (such as rectangles and polygons) with a white fill and pen pattern in front of the
parts you want to mask.
RELATED LINKS:
Create anchored frames

Measure object size and position


Understand how to measure object size and position in FrameMaker.
As you arrange and resize objects in an illustration, you may want to know an object’s dimensions and
exact position.
The size of an object is the size of the rectangle that encloses its path. The position is the distance from
the top and left edges of the page or graphic frame.

Figure 33: Object size and object position

Measure an object
Do one of the following:
• Select the object and choose Graphics > Object Properties. The width and height of the object
appear in the Size area of the Object Properties dialog box.
• With Snap off, select the object, point on one of its handles, and hold down the mouse button. The
dimensions appear in the status bar. If you move the mouse by mistake and resize the object,
immediately choose Edit > Undo.

View the position of an object


1) Select the object.
2) Choose Graphics > Object Properties. For all objects except equations and text lines, the distance
from the upper left corner of the page or graphic frame to the object’s topmost and left-most point

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appears in the Offset From area. For equations and text lines, the distance from the upper left
corner of the page or graphic frame to the alignment point at the baseline of the text line or equa-
tion appears in the Alignment Point Offset From area.

View the position of an object as you move it


Look in the status bar. The distance between the object and the upper-left corner of the page or graphic
frame appears in the status bar. When rulers are visible, guidelines in the rulers also show the position
of the object.

Measure any distance on the page


1) Point where you want to start measuring.
2) Shift+Control-drag to force a selection border to appear, but don’t release the mouse button.
3) When the selection border encompasses the area you want to measure, look in the status bar for
the dimensions.

Figure 34:
In the example, the important dimension is the height (35 points between the bases of the triangles).

Resize and reshape objects


Learn how to resize and reshape objects in FrameMaker, resize imported graphics, and smooth and
unsmooth objects.
As you refine a graphic, you can change the size and shape of objects. Reshaping possibilities are unlim-
ited. For example, you can add a corner to a polyline or polygon, move a corner to change its shape, and
smooth a polyline to create a freehand curve.

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Figure 35:

Figure 36:
You can resize all objects, including text lines. When you resize a text frame created with the Text Frame
tool, the text remains the same size. When you resize a text line created with the Line Text tool, the font
height and width change proportionally.

Figure 37:
You can change the shape of lines, polylines, polygons, curves, and arcs as follows:
• Reshape a line, polyline, or polygon by moving its corners one at a time. You can also add and
remove corners.
• Reshape a curve by changing the position of its reshape handles (which define the curve and control
its location) and its control points (which adjust the curvature). You can also add and remove
reshape handles to change the number of points that define the curve.

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CREATE GRAPHICS

Figure 38:
• You reshape an arc by dragging its endpoints or by changing the percentage of a circle that the arc
represents.

Resize an object by dragging


Select the object and do one of the following:
• To change either the width or the height, drag a side handle.
• To change both the width and the height, drag a corner handle.
• To increase or decrease the dimensions proportionally, Shift-drag a corner handle.
The object’s dimensions appear in the status bar as you drag.

Resize an object precisely


1) Select the object and choose Graphics > Scale.
2) Do one of the following:
– To increase or decrease the height and width proportionally, enter a scale factor and click
Scale. The scale factor is always relative to the object’s current size (100% means no change).
– To specify the exact dimensions you want, enter the dimensions and click Scale. The dimen-
sions shown when you display the dialog box are the object’s current (unrotated) dimensions.

Resize imported graphics


You can resize imported graphics in multiple ways. For example, you can change the width or height, DPI
value, or the scaling factor from the Object Properties dialog. Or, you can use the context menu to quickly
change the size of the image in proportion to the anchored frame
NOTE: Choose Edit > Preferences > Graphics and select the option Auto-Scale Image Along Width (on
Insertion) when you insert an image in a text frame, table cell, heading, side head, or a column. The
image automatically scales and fits in. See Auto-Scale an image in a graphic frame.
Do one of the following to resize an image:
• Open the Object Properties dialog by clicking on the image and selecting Graphics > Object Proper-
ties. Or, right-click on an image and choose Object Properties from the context menu.
• In the Object Properties panel, use any one of the following ways to resize an image:
– Size: Set either the width or height of the image or both.
If you have selected the Preserve Aspect Ratio option, then the aspect ratio of the image is
automatically preserved. Else, the image is resized as per the specified height or width values.
– Scaling: Specify a scale factor in percent.
– DPI: Select an option from the DPI drop-down list. You can choose from the predefined DPIs
of 72, 96, 150, 300 DPIs or you can specify a value.
– Shift-drag a corner handle of the bitmap. Holding down Shift while you drag maintains the
width/height aspect ratio of the graphic.
• Right-click on an image and choose from the following options to resize the image:

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CREATE GRAPHICS

– Fit to Frame: resize the image to the size of its anchored frame. This does not maintain the
aspect ratio of the image.
– Fit to Frame (Proportionally): resize the image to the size of its anchored frame by main-
taining its aspect ratio.
The context menu also provides you quick ways of switching between selecting the image and its
anchored frame.
When you import an image and scale it or use the Fit To Frame (Proportionally) functionality,
FrameMaker maintains the image's resolution to the best possible DPI when you resize an image main-
taining its original aspect ratio. This value also reflects in the DPI of the resized image.

Figure 39: DPI reflects the change in the image resolution of the resized image

NOTE: If the graphic is a


TIFF file (or other format that uses DPI settings), scaling must be done through
the Object Properties to ensure that the DPI value is not lost when scaled using the Scale dialog.

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CREATE GRAPHICS

Move a corner of a polyline or polygon


1) Select the object and choose Graphics > Reshape > Reshape. Reshape handles appear on the
object, replacing the selection handles.
2) Drag a handle. To move the handle horizontally or vertically, Shift-drag.

Add or remove a corner or reshape handle


1) Select the line, polyline, polygon, or curve, and choose Graphics > Reshape > Reshape.
2) Control-click where you want to add a reshape handle (or corner), or Control-click the handle you
want to remove.

Reshape a curve
1) Select the curve and choose Graphics > Reshape > Reshape. Reshape handles appear at the loca-
tions that define the curve. Control points also appear around one of the handles.
2) If the control points aren’t the ones you want, click the handle where you want to change the curve.
Control points appear around the handle that you click—the two control points that correspond to
the handle and the next closest one on each side of the handle.
3) Drag a handle to change the position of the curve at the handle, or drag or rotate a control point to
change the curvature. When you begin to drag, a lever appears that touches the curve at the
handle. You can achieve different effects by dragging along the lever or by rotating it.

Figure 40:

Figure 41:
As you drag a reshape handle, the control points move as well, so the result is a smooth curve. As you
drag a control point, the curvature changes on both sides of the handle, so the result is also a smooth
curve.

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CREATE GRAPHICS

Reshape an arc
1) Select the arc and choose Graphics > Reshape > Reshape. Reshape handles appear on the object,
replacing the selection handles.
2) Drag a handle. As you drag, the start and end angle of the arc and the percentage of a circle that
the arc represents appear in the status bar.

Figure 42:

Reshape an arc precisely


1) Select the arc and choose Graphics > Object Properties.
2) Enter a new Start Angle and End Angle, and click Set.

Crimp a curve
1) Select the curve and choose Graphics > Reshape > Reshape.
2) If the control points aren’t the ones you want, click the reshape handle where you want to change
the curve.
3) Drag a handle or control point with the right mouse button.

Figure 43:

Change the corner radius of a rounded rectangle


You can define the curvature of the corners of a rounded rectangle by specifying the radius of an imagi-
nary circle drawn in the corner of a rectangle. The longer the radius, the more curved the corners.

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CREATE GRAPHICS

Figure 44:
When you specify a corner radius, you also change the current drawing properties. New rounded rectan-
gles you draw have this corner radius until you change it with the Object Properties command or until
you exit FrameMaker.
1) Select a rounded rectangle and choose Graphics > Object Properties.
2) Enter the corner radius and click Set. The largest meaningful radius is one-half the length of the
shortest rectangle side. For example, if the rectangle is 2 inches by 4 inches, the largest meaningful
radius is 1 inch (one-half of 2 inches).

Smooth and unsmooth objects


You can smooth polylines, polygons, rectangles, and rounded rectangles. When you smooth a polyline,
polygon, or rectangle, you change its angles to smooth curves. When you unsmooth a curve, you restore
its angles.

Figure 45:
Each time you smooth a rounded rectangle, you increase the curvature of its corners (its corner radius).
• Do one of the following:
– To smooth an object, select the object and choose Graphics > Reshape > Smooth. After
smoothing a polygon or polyline, reshape handles and control points appear so you can
reshape the curve.
– To unsmooth an object, select the object and choose Graphics > Reshape > Unsmooth. If you
later smooth the object, its shape is sometimes different from the original.

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COLORS

Colors

About color and color models


Know more about colors and color models in Adobe FrameMaker like CMYK, RGB and HLS.

Before you begin


Applying color to frames and objects is a common publishing task, whether you are publishing in print or
exporting to the web. Adobe FrameMaker provides color libraries to choose from colors defined by a
color vendor. You define and modify colors by adjusting the color model you’re using or by choosing a
predefined ink from a color library based on the color model.
The final output of your color document can greatly affect color decisions:
• For online output, use the RGB or HLS color models.
• For desktop printing, use the CMYK model to define your colors and test them on the printer you’ll
be using.
• For commercial printing, use colors from a library supported by your commercial printer. Don’t rely
on the onscreen versions of library colors; use a swatch book.
By default, FrameMaker publishes CMYK values when printing or saving as Adobe PDF. If you opt to use
RGB values while saving as a PDF, FrameMaker converts color values to RGB. EPS graphics, however, are
separated according to the color values specified within the EPS graphic itself.
FrameMaker retains the color values specified within Encapsulated PostScript (EPS) graphic objects,
including CMYK colors, RGB colors, grayscale, spot colors, and device-independent colors (such as CIE
L*a*b color). The graphical information within an EPS file is passed directly into the output PostScript
stream, bypassing any Windows GDI processing. EPS graphic objects can be created from text, vector
graphics, or images of any type supported by Adobe PostScript. This capability allows EPS graphics to be
saved or exported from many Adobe applications, as well as other third-party application programs.

Color models
When you use a color model to define colors, you manually adjust its components, such as the amount
of pure red or the amount of saturation.
You can choose from three color models: CMYK, RGB, and HLS.

CMYK
Use the CMYK model to create color separations for four-color process printing. Colors are created
by combining cyan, magenta, yellow, and black (CMYK) inks. In color separation, each color compo-
nent is printed on a separate plate, in a different concentration, depending on the desired color.
RGB
Use the RGB model to create colors that are viewed on a monitor (for example, for online docu-
mentation). Colors are created by combining red, green, and blue (RGB) light.

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COLORS

HLS
Use the HLS model if you are familiar with color wheels. This model is most like the one artists use
to mix colors and is often used in software color pickers. Colors are created by adjusting hue, light-
ness, and saturation (HLS). Hue controls the amount of red, green, yellow, blue, and so on. Light-
ness controls the lightness or darkness of a color. Saturation controls the amount of gray in the
color.

Manage color libraries


Learn how to manage color libraries in Adobe FrameMaker like crayon, DIC, Focoltone, Grays. Also,
understand how to work with color definitions.
When you use a color matching system—a color library—you choose from colors defined by a color
vendor. Commercial printers can precisely match the formula represented in a vendor swatch book.
Every color from a library is defined as either a spot color or a process color:
• A spot color is printed on a printing press with premixed inks by using a single printing plate.
• A process color is printed on a press by overlapping dots of cyan, magenta, yellow, and black (CMYK)
on separate plates.
Before choosing a color from a color library, ask your commercial printer for a list of supported libraries.
For best results, choose colors from a swatch book, rather than relying on the onscreen representation
of the color.
FrameMaker includes these libraries:

Crayon
Adobe developed the Crayon library to provide access to common RGB colors using everyday
names in alphabetical order. Do not use Crayon colors as spot colors.
DIC
The DIC Color Guide provides spot colors. It is used mostly in Japan.
FOCOLTONE
The FOCOLTONE® Color System provides 860 process (CMYK) colors.
Grays
The Grays library, developed by Adobe, provides both process and spot shades of gray in 1% incre-
ments.
MUNSELL
The Munsell System provides colors defined on the RGB model.
Online
The Online color library provides 216 “web-safe” colors that have a consistent appearance on all
platforms when viewed with a web browser.

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COLORS

TOYO
The TOYO Color Finder provides over 1,000 colors based on the most common printing inks in
Japan.
TRUMATCH
The TRUMATCH® 4-Color Selector provides over 2,000 process colors that cover the CMYK visible
color spectrum in even steps.

View color definitions in a color library


Choose View > Color > Definitions, choose a library from the Color Libraries drop-down list, and then
click About.

Add a color library for use in FrameMaker


You can add any library file formatted in the ASCII Color Format (.acf), version 2.1 or earlier, or in the
Binary Color Format (.bcf), version 2.0. You can’t use Adobe FrameMaker to save a .bcf library file.
Place the library file into the fminit\color folder and restart FrameMaker.

Work with color in objects


Understand how to work with color objects in Adobe FrameMaker, and assign a color or a tint on an
object.
The method you use to apply a color or a lightened version of a color (a tint) depends on the current
selection. Any entry in a Color drop-down list can be applied to Adobe FrameMaker text or objects.
FrameMaker supplies a set of 16 standard colors that you can add to.
You can apply two types of tints:
• Color-level tints are tints you define and name by using View > Color > Definitions.
• Object-level tints are tints you apply to an object that lighten the original color of the object by a
specified percentage.
NOTE: You can’t colorize TIFF files.

RELATED LINKS:
Font changes using the designers

Apply a color or tint to text or an object using formatting features


1) Select the text or object to color or tint.
2) Apply color to paragraphs, selected text, graphics, text lines, and equations using the appropriate
formatting feature. Features include paragraph or character catalog or designer, or the Tint and
Color drop-down lists on the Tools panel. The following table shows what features to use for tasks
that vary:

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COLORS

To apply color or tint to Use

A text frame The Fill drop-down list on the Tools panel to change the
frame fill pattern from None. Then use the Color drop-down
list or the Tint drop-down list to assign a color
Cells in a table The Color drop-down list in the Custom Ruling and Shading
dialog, or in the Table Designer
Change bars The Color drop-down list in the Change Bar Properties dialog
Conditional text The Color drop-down list and the New Color button in the
Edit Condition Tag dialog
All drawn objects and text The Color drop-down list in the Tools panel (hold down
Shift+Alt and choose a color).

Apply a tint to an object using a fill pattern


1) Select the object you want to tint.
2) Choose one of the first eight fill patterns from the Fill drop-down list on the Tools panel. The fill
patterns apply the following percentages to the current color of the object.

Fill Pattern Tint Percentage

100%

90%

70%

50%

30%

10%

3%

0% (color of paper)

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COLORS

Define and modify colors and tints


You create or modify colors and tints by adjusting the color components in the color model or by
choosing a predefined ink from a color library. New colors and tints appear in all Color drop-down lists
and scroll lists.
You can also use the New Color button in the Add Condition Tag and Edit Condition Tag dialog boxes to
select unique colors for condition tags. Unique colors let you distinguish one tag from another.
TIP: You can’t change the 16 standard colors, except for their Print As and Overprint properties. However,
you can define your own colors using lowercase versions of these names (black, blue, and so on). The
Crayon library has its own versions of these colors, which you can use or redefine under another name.
All procedures to define a color require the appropriate document window or book window to be active
and View > Color > Definitions selected.
1) Do one of the following:
– To define a new color, enter a new name in the Name box.
– To modify an existing color (or base color), choose its name from the drop-down list to the
right of the Name box. You can also type its name until the color definition appears.
2) Specify how to print the color by choosing one of these options from the Print As drop-down list:

Tint
A tint is always displayed and printed in the same manner and on the same plate as its base color.
The base color also determines the color components.
Spot
Defines a spot color.
Process
Defines a color printed with CMYK inks.
Don’t Print
Defines a color that is not printed.

3) To change the color model, choose from the Model drop-down list. Base color determines the color
model of the tint.
4) Adjust the color components by dragging the sliders or entering values. If you’re defining a tint,
choose a color from the Base Color drop-down list and set the percentage. To reset any changes
you’ve made, click the Current color box.
5) To make this color print on top of other colors when printing separations, select Overprint from the
Overprint drop-down list.
6) To create a color, click Add (or click New color).
To modify the current color, click Change.
7) Define or modify additional colors as needed. Click Done.

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COLORS

Define a color from a color library


1) Choose a library from the Color Libraries drop-down list.
2) Choose a color from the library of predefined colors. If you know the name, you can quickly scroll
to it by starting to type its name.
3) Click Done.
The color you choose appears as the Ink Name in the Color Definitions dialog.
NOTE: Colors from color libraries often have a preferred color model and type. When you choose a
color, the color model or type sometimes changes automatically. Ordinarily, do not change these
settings or the color definitions of a library color. If you do, the Ink Name disappears and the color
no longer matches the formula defined by the vendor. To restore the original definition, choose the
color again from the library and click Change.
4) To make this color print on top of other colors when printing separations, choose Overprint from
the Overprint drop-down list and click Add.
5) Define additional colors as needed, and then click Done.
TIP: If you want to use the operating system color picker to define a color, choose Common Color
Picker. You use these color pickers just as you do in other applications.

Delete a color or tint


1) Choose a color or tint from the Name drop-down list. You can’t delete the 16 basic colors.
2) Click Delete. If the color is in use, an alert message asks whether you want to change items that use
this color to black. If you delete the base color of a tint, the tint becomes a percentage of black.
3) Repeat the process to delete more colors.
When you’re finished, click Done.

Assign a color to an object


1) Choose the color from the Color menu.
2) To use a tint of the color, choose a tint value from the Tint menu. If the value you want doesn’t
appear on the menu, choose Other from the menu, enter a tint value. Click Set.
If an object isn’t visible after you assign it a color, make sure that the color isn’t in the Invisible scroll list
in the Define Color Views dialog for the current view.
You can also assign the same color to all objects in a document.
NOTE: To control whether an object overprints or knocks out objects beneath it, use the Overprint
drop-down list. For information, see Print output.

Set up and display color views


A color view specifies which colors are visible. For example, if your document uses black and a spot color,
one view could display both colors and another view could display only the spot color.

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COLORS

Figure 1: Both colors visible and only one color visible


For each view you set up, specify which colors you want to display, which to display as cutouts, and which
not to display at all. Cutouts display as white when overlapping different colored objects.
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) Choose View > Color > Views.
3) Select a view number and move the color names to the appropriate scroll lists. Tints do not appear
in this dialog box; they appear along with the color they were based on.
To move a color, select it and click an arrow, or double-click it. To move all colors, select a color and
Shift-click an arrow. To reset any changes you’ve made, click Get Default.
TIP: Leave View 1 unmodified, with all colors (except white) in the Normal scroll list. When you draw
an object in a color that is invisible in the current view, FrameMaker automatically switches to View
1.
4) Repeat step 3 for each view you want to set up, and then click Set.
The currently selected view is displayed.

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ANCHORED FRAMES

Anchored frames
Know what are anchored frames and how they are used in Adobe FrameMaker.

About anchored frames


You often want to keep an illustration with a particular document text. In FrameMaker, you do this by
putting the illustration in a graphic frame anchored to the text—an anchored frame. When you edit the
text, the frame and its contents move along with the text automatically.
You can use an anchored frame for an illustration in a column of text—below the line that contains the
anchor symbol , or at the top or bottom of the column. You can use an anchored frame for small
graphics that appear in line with paragraph text or for art that appears between columns or in the page
margin.
You can also use an anchored frame to achieve special effects such as positioning an anchored frame in
the top corner of a paragraph with the paragraph text running around the graphic.

A. Graphic in the top corner of a paragraph B. Illustration in a column of text C. Margin art D. Small
graphic in a line of text
If you want an illustration to stay at a specific place on the page—for example, as a logo on letterhead
stationery—don’t use an anchored frame. Instead, draw, paste, or import the illustration directly onto a
body or master page without placing an insertion point in the text. Then move the illustration to the
desired position.
By default, an anchored frame has no pen or fill pattern, which makes it invisible on the page unless
borders are visible.
RELATED LINKS:
Display master pages

Create anchored frames


Learn how to create anchored frames in Adobe FrameMaker.

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ANCHORED FRAMES

Introduction
An anchored frame is created automatically when you paste or import a graphic at an insertion point.
You can keep the properties assigned to the frame, or you can change them.
When you create an anchored frame using the Insert > Anchored Frame command, you specify the loca-
tion of the frame and its size and position. You can also specify other properties that depend on the
frame’s position. For example, when the frame is placed in the line at the insertion point, you can specify
its distance from the baseline of the text. When the frame is placed in a column of text, you can specify
its alignment. You can change any of the properties, including the frame’s position, at any time.
In Structured FrameMaker, you can use the Element Tag dropdown in the Object Properties dialog to
define an element for your anchored frame.
When you tag your document, you name each document property. Using tags allows you to easily change
the appearance of your document without changing the content.

Create an anchored frame automatically


Do one of the following:
• Paste an object into text at the insertion point by cutting or copying the object, clicking in text
where you want to insert the anchor symbol, and choosing Edit > Paste.
• Import a graphic into text by clicking in text, choosing File > Import > File or Insert > Image, and
selecting the graphic file you want to import. See also Import and link methods.)
The pasted or imported object appears in an anchored frame that is centered below the current line.
After the frame is created, you can change its properties.

Create an anchored frame with specific options


1) Click in text where you want to place the anchor symbol and choose Insert > Anchored Frame. You
can create an anchored frame in a text frame or in a table cell, but not in a text line.
2) Choose the frame’s anchoring position and specify its properties. The properties that appear in the
Anchored Frame dialog box depend on the anchoring position.
3) Click New Frame. An anchor symbol appears at the insertion point when text symbols are visible.

Inline anchored frames


Understand how to work with inline anchored frames in FrameMaker, align anchored frames in multi-
column layouts, and know the usage of anchored frames in structured documents.
To position an anchored frame in line with paragraph text—for example, to hold a small graphic such as
a picture of a keycap—choose the At Insertion Point anchoring position in the Anchored Frame dialog
box. When you put a space on either side of the anchored frame, the frame moves along from one line
to another as you edit the document, as if it were a word (rather than being attached to the preceding
or following word).
You can adjust the frame’s position up or down relative to the baseline of text by dragging the frame or
by specifying a value for the Distance above Baseline option in the Anchored Frame dialog box. A value

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ANCHORED FRAMES

of zero aligns the bottom of the frame with the baseline of the text. A positive number moves the frame
up; a negative number moves it down.

Figure 1: Zero distance and negative distance


If the frame obscures text in the line above or below, turn off fixed line spacing to allow the line height
to change with the contents of the line.

Figure 2: Fixed line spacing on and off


TIP: To shrink
an anchored frame to the dimensions of its contents and place it in the line at the anchor
symbol, select the frame or an object in the frame and press Esc m+p. To enlarge a frame and place it
below the line that contains the anchor symbol, select the frame or an object in it and press Esc+m e.
RELATED LINKS:
Adjust horizontal spacing

Anchored frames in a column of text


To position an anchored frame in a column of text, choose the Below Current Line, At Top of Column, or
At Bottom of Column anchoring position in the Anchored Frame dialog box.

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ANCHORED FRAMES

Figure 3: Below current line and at top of column


An anchored frame positioned at the top or bottom of the column moves only when its anchor symbol
moves to another column.
IMPORTANT: To place an anchored frame below a line that contains a run-in head, place the anchor symbol
in the body paragraph, not in the run-in head. Otherwise, the anchored frame obscures the text below
the run-in head.
When you choose the Below Current Line, At Top of Column, or At Bottom of Column anchoring posi-
tion, you can set the following properties.

Horizontal alignment
Choose the frame’s horizontal alignment from the Alignment drop-down list. You can align the
frame at the left, center, or right. In a double-sided document, you can also align the anchored
frame closer to or farther from the binding edge.

Figure 4: Farther from binding


Cropping
To prevent a wide frame from extending beyond the edge of the column, use the Cropped option.

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ANCHORED FRAMES

Figure 5: Cropped off and on


Floating
Use the Floating option to let the frame float to the next column that can hold it if the frame and
its anchor symbol won’t fit in the same column.

Figure 6: Floating off and on


When Floating is off, both the frame and anchor symbol move to the first column that can hold
them. White space remains at the bottom of the column. When Floating is on, the anchor symbol
doesn’t move, but the frame floats to the next column that can hold it. Text from the next column
fills the space between the anchor symbol and the frame.

Anchored frames in multicolumn layouts


An anchored frame in a multicolumn text frame can straddle columns, and its position may be affected
by straddle paragraphs.

In a straddle paragraph
When a frame is anchored in a straddle paragraph, the frame straddles columns just as the para-
graph does.
Wider than a column
An uncropped anchored frame that extends into a second column of the body area straddles
columns in the body area. A frame that extends into the side-head area straddles the side-head
area as well.

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ANCHORED FRAMES

Figure 7: Straddling side-head area and all columns, and straddling only columns
A cropped anchored frame straddles columns only when it’s anchored in a straddle paragraph.
At top or bottom of column
When the anchor symbol for a top-of-column anchored frame appears below a straddle paragraph,
the frame appears in the column just below the straddle paragraph rather than at the top of the
column.

Figure 8: Anchored at top of column and at bottom


A bottom-of-column anchored frame is positioned similarly when the anchor symbol appears
above a straddle paragraph.
You can force the anchored frame to appear at the top or bottom of the column (above or below a
straddle paragraph) by making the frame straddle the columns. To do so, turn off Cropped in the
Anchored Frame dialog box and resize the anchored frame until it extends into another column.

Anchored frames outside a column of text


To position an anchored frame outside a column of text, choose the Outside Column anchoring position
in the Anchored Frame dialog box. For information on positioning an anchored frame so it always appears
in the page margin, even in a multicolumn document.
When you choose the Outside Column anchoring position, you can set the following properties.

Side of column
You can position the anchored frame at the left or right side of the column, or along the side that’s
closer to or farther from the edge of the page.

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ANCHORED FRAMES

Figure 9: Anchored at left and at right


For a double-sided document, you can also position the frame closer to or farther from the binding
edge.

Figure 10: Farther from binding


Distance above baseline
You can adjust the frame’s position up and down relative to the baseline of text by dragging the
frame or by specifying a value for the Distance above Baseline option in the Anchored Frame dialog
box. A value of zero aligns the bottom of the frame with the baseline of the text. A positive number
moves the frame up; a negative number moves it down.

Figure 11: Zero distance and negative distance above baseline


You can’t position the anchored frame above the top or below the bottom of the text frame. If the
setting would place the anchored frame above or below the text frame, FrameMaker puts it as high

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ANCHORED FRAMES

or as low as possible. If you later edit the text so that the anchor symbol moves away from the top
or bottom of the text frame, FrameMaker adjusts the anchored frame’s position.
Distance from column
You can adjust the frame’s position left and right relative to the edge of the column by dragging the
frame or by specifying a value for the Distance from Column option in the Anchored Frame dialog
box. A value of zero aligns the edge of the frame with the edge of the column. A positive number
moves the frame away from the column; a negative number moves it into the column.

Figure 12: Zero distance and positive distance from column


The distance is always relative to the edge of the column, so the frame may appear between
columns on a multicolumn page. You can change the page margins and column layout to widen the
gap between columns to make room for the frame. Or, if you’re working in a structured document,
see your developer to widen the gap between columns to make room for the frame.

RELATED LINKS:
Change page margins and number of columns
Change margins and column layout on specific pages

Anchored frames in the page margins


To position an anchored frame so it always appears in the margin (even in a multicolumn layout), choose
the Outside Text Frame anchoring position in the Anchored Frame dialog box. You can then specify the
options described in the previous section. However, the distances you specify are from the edge of the
text frame, which may differ from the edge of the text column on multicolumn pages.

Figure 13: Closer to page edge and farther from page edge

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ANCHORED FRAMES

In a single-column layout, the Outside Text Frame option has the same effect as the Outside Column
option.

Anchored frames run into paragraph text


To position an anchored frame in the top corner of a paragraph (with the paragraph text in that column
running around the frame), choose the Run into Paragraph anchoring position in the Anchored Frame
dialog box. For example, you can set a small graphic or a drop cap at the beginning of a paragraph.
When the anchored frame is taller than the paragraph, the text from subsequent paragraphs runs around
the frame unless the paragraph that contains the anchor symbol is a straddle paragraph.

Figure 14: Anchored Frame spanning paragraphs and in a straddle paragraph


When you choose the Run into Paragraph anchoring position, you can set the following properties:

Alignment
You can align the anchored frame on the left or right side of the paragraph. For a double-sided
document, you can also select Side Closer to Binding or Side Farther from Binding.

Figure 15: Closer to binding


The frame is aligned with the paragraph’s left indent when it appears at the left side of the para-
graph, and with the right indent when it appears at the right side. When the paragraph has a
first-line indent, the anchored frame does not change the position of the indent.

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ANCHORED FRAMES

Figure 16: Graphic extending beyond first-line indent

Figure 17: Larger first-line indent


When you want to preserve a first-line indent, make the first-line indent setting for the paragraph
larger than the width of the anchored frame. Or, if you’re working with a structured document, ask
your Structured Application developer about making the first-line indent setting for the paragraph
larger than the width of the frame.
Gap
You can specify the gap between the anchored frame and the paragraph text that runs around it.

RELATED LINKS:
Indentation, alignment, and spacing

Insert anchored frames in structured documents

Introduction
In a structured document, a graphic element provides an anchored frame for holding graphic objects. The
frame is anchored to a specific location in text. As you edit the text, the frame and its contents move in
the document along with the text.
When inserting a graphic element, you specify where you want to anchor the element’s frame. For
example, you might anchor the frame in a <p> element (and the graphic will be a child element to the
<p>), or you might anchor it in a <section> element (as a sibling to <p> and other elements in the
<section>). It depends on how the elements are defined for your document. The formatting proper-
ties you set are independent of the element’s format rules, not overrides to them.
In the document window, an anchor symbol appears at the anchor location in text when View > Text
Symbols is turned on. The frame can appear in various positions on the page—including in-line with text,
next to or below a paragraph, or in a page margin. You specify an anchoring position relative to the
anchor symbol.

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ANCHORED FRAMES

Figure 18: Several positions for anchored frames


A graphic element appears in the document’s structure where it is anchored to text, regardless of the
frame’s position on the page. In the Structure View, the element is represented by a square-cornered
bubble with the snippet <GRAPHIC>.

Figure 19: Graphic element

Insert an anchored frame element


1) Click where you want to anchor the frame.
2) Select an anchored frame element in the Elements catalog and click Insert.
You can also use Insert > Anchored Frame to insert an element. If more than one frame element is
available, choose the one you want from the Element Tag drop-down list in the Anchored Frame
panel.
3) Choose the frame’s anchoring position and specify its size and formatting properties. The proper-
ties that appear in the dialog box depend on the anchoring position you choose. See Inline anchored
frames for details.
4) Click New Frame. The anchored frame appears in the document window, with an anchor symbol
at the insertion point when View > Text Symbols is turned on. A bubble with the text snippet
<GRAPHIC> appears in the Structure View.
If no anchored frame element is available at the location you want, you might use an invalid element.
After inserting the element, talk to your developer about making the element valid at this location.

Use an invalid anchored frame element


Do one of the following:
• To use an element that is valid in another part of the document, either insert the element in a valid
location and then move it, or use the All Elements setting to make the element available every-
where, and then insert the element where you want it.

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ANCHORED FRAMES

• To insert an invalid anchored frame element with a default element, choose Insert > Anchored
Frame, and select GRAPHIC from the Element Tag drop-down list. (This option appears in the menu
if no defined frame elements are available.)

Fill and edit anchored frames


Know how to fill and edit anchored frames and insert graphics or text in anchored frame in Adobe
FrameMaker.
You can draw graphics in an anchored frame, drag or paste graphics from another part of the document.
Or, import or paste graphics from another document or application. Use these methods to place graphics
and text in unanchored graphic frames and in anchored frames.
You can position a graphic in an anchored frame and then use a text frame or text line inside the
anchored frame for the figure title. However, you might find it easier to position and number the title
consistently if you put the figure in a single-cell table and then set up the table title as a figure title.
An anchored frame’s contents are clipped when they extend into or beyond the frame’s border. Display
the frames border by clicking it (if the border isn’t visible, choose View > Borders).

A. Frame border B. Cropped graphic C. Cropped callout


You can change the size of an anchored frame, its anchoring position, and the properties you set when
you created the frame. When working with a structured document, these changes do not affect the
structure of the document and are independent of the element’s format rules.
You can also manipulate anchored frames as you do other objects. For example, you can change a
frame’s drawing properties (such as pen width), and you can duplicate, delete, move, or resize it.
RELATED LINKS:
Add a title to an illustration
Add text to graphics
Draw objects
Resize and reshape objects
Flip and rotate objects
Move an object

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ANCHORED FRAMES

Filling anchored frames in structured documents


In a structured document, you can draw graphics in an anchored frame, drag, or paste graphics from
another part of the document, or import or paste graphics from another document or application.
Although the graphic element is part of the document’s structure, the contents you put in the frame are
not.
You can even use an anchored frame to hold text, such as text in a sidebar. To do this, draw a text frame
in the anchored frame. Keep in mind, though, that the text is not part of the document’s structure.
A frame’s contents are preserved when you export to XML or SGML. FrameMaker writes the contents to
a separate file and adds an entity reference to it from your XML or SGML file.
IMPORTANT: To prepare for export to XML or SGML, put only one graphic in each frame for the best results.
If your graphics are bitmaps, do not use a display bit depth of 1 bit or 24 bits; reset your display to 8 bits.
Ask your application developer for other advice to be sure your frames’ contents will be fully preserved.
After filling a frame with graphics, you can edit the graphics in many ways—for example, by changing line
widths, applying fill colors, and aligning, stacking, or grouping several objects.

Put graphics or text in a graphic frame


Do one of the following:
• To draw a graphic or add text, use one of the tools on the Tools panel.
IMPORTANT: Be sure to start drawing the object inside the frame. Otherwise, the object is placed on
the page and not in the frame.
• To move a graphic into a frame, drag the graphic until the pointer is within the frame’s borders. The
object jumps into the frame when you drag across the frame’s border.
• To paste a graphic into a frame from the Clipboard, select the frame and choose Edit > Paste.
• To import a graphic into a frame, select the frame and choose File > Import > File and select the
image.
NOTE: If a graphic looks as though it’s in the anchored frame, but it doesn’t move with the frame as you
edit the surrounding text, the graphic is probably in front of the frame rather than in the frame—perhaps
because you pasted it on the page rather than in the frame. Drag the graphic away from the frame and
then drag it back into the frame.

Auto-Scale an image in a graphic frame


You can maintain the picture quality when you insert images at various positions in both structured and
unstructured documents. FrameMaker maintains the image resolution even when you fit an image that
is larger than the size of the anchored frame.
To scale the image automatically, do the following:
1) Choose Edit > Preferences > Graphics.
2) Select Auto-Scale Image Along Width (on Insertion).

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ANCHORED FRAMES

Figure 20: Auto-scale images option in the Preferences dialog

This feature scales the image proportionally to fit into its parent anchored frame while maintaining the
best possible DPI.
You can use this option to scale your images when you insert them both in structured (DITA 1.2 or 1.3)
and unstructured documents at the following positions:
• Text frame
• Table cell
• Column
• Side Head
• Heading
NOTE: The image in your PDF and Responsive HTML5 output is the same as in the WYSIWIG view. For XML
and DITA, you get the output per the @height, @width, and @scale attributes defined for the image.
To support this functionality a new property AutoScaleImageAlongWidth has been added in the
maker.ini file in place of the AutoScaleImageInTableCell property. To know more see, Adobe
FrameMaker INI Reference.

Prevent an anchored frame from clipping its contents


Do one of the following:
• If there’s room outside the anchored frame, make the frame larger.
• If there’s room inside the anchored frame, move the object away from the edge of the frame.
• If the contents are clipped only by the width of the border, use the Tools panel to make the
anchored frame’s border narrower or to change the pen pattern to None (see Apply and change
drawing properties).
• If a frame and its contents are clipped by the edge of a column of text, choose Insert > Anchored
Frame, turn off Cropped, and then click Edit Frame.

Change a frame’s anchoring position and drawing properties


Select the frame and do one of the following:

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ANCHORED FRAMES

• To change the frame’s anchoring position, choose Insert > Anchored Frame. Change the settings
and click Edit Frame.
• To change the drawing properties, select the frame and use the Tools panel to specify the proper-
ties you want. For example, you can change a frame’s pen pattern to make the frame’s border print-
able or change its fill pattern to shade the interior of the frame.

Resize an anchored frame


Do one of the following:
• To resize the frame quickly but approximately, select the frame and drag one of its handles. The
size appears in the status bar as you drag.
• To resize the frame precisely, select the frame and specify its size with the Graphics > Object Prop-
erties, Graphics > Scale, or Insert > Anchored Frame command.
• To resize an anchored frame to fit the object in the frame, press Esc+M+P.
• To resize a graphic within an anchored frame, select the object and drag one of its handles, or
choose Graphics > Scale and enter the dimensions.
• Right-click on an anchored frame and choose Fit to Image from the context menu to resize the
anchored frame to the size of the image.

Copy, move, or delete an anchored frame

Copy or move an anchored frame by using copy and paste


1) Select the frame and choose Edit > Copy or Edit > Cut. You don’t need to select the anchor symbol.
2) Click in text where you want to insert the frame and choose Edit > Paste. The anchor symbol
appears at the insertion point when text symbols are visible. When working with a structured docu-
ment, look at the Elements catalog before pasting to verify that the location is valid for graphic
elements.
In some cases (for example, when a frame is positioned at the top or bottom of a column), the frame does
not change position even though the anchor symbol moves. If you find it difficult to reposition a frame
anchored to the outside of a rotated text frame or column, unrotate the text frame, position the
anchored frame, and then rerotate the text frame.
TIP: If you’re working with a structured document, you can also drag a frame’s bubble in the Structure
View to move the frame or Alt-drag the bubble to copy the frame.

Move an anchored frame without moving its anchor symbol


Do one of the following:
• For quick but approximate repositioning, drag the frame.
• For more precise repositioning, move the frame in small increments with the arrow keys.
• For greatest precision, specify the location of the frame with the Insert > Anchored Frame
command.
Some anchored frames cannot be moved without moving their anchor symbols. However, you can move
a frame vertically when it’s anchored at the insertion point, outside the column of text, or outside the

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ANCHORED FRAMES

text frame. When a frame is anchored outside the column or text frame, you can’t move it above the top
or below the bottom of the text frame.
NOTE: When you move a frame into a column, the text in the column doesn’t adjust to accommodate the
frame. Use the Run into Paragraph anchoring position to move the frame completely inside the column
and to run the text around the frame automatically. You can also change the paragraph indents to make
room for the frame.

Move a frame’s anchor symbol


1) Select the frame. You don’t need to select the anchor symbol.
2) Choose Edit > Cut, click in text where you want to insert the anchor symbol, and choose Edit >
Paste. The anchor symbol appears at the insertion point when text symbols are visible.
In some cases—for example, when the frame is positioned at the top or bottom of a column of text—the
frame may not change position even though the anchor symbol moves.

Delete an anchored frame


Select the frame and press Delete.

Add object attributes for tagged PDF


Know how to edit object attributes for tagged PDF in Adobe FrameMaker.
If you plan to export your document to a tagged PDF or to XML, you can include object attribute infor-
mation for your anchored frames.
Alt text is different from graphics or standard text. Alt text is typically used for describing an image so
that screen readers can read it aloud. Actual text is for reading aloud the actual text, as in the case of a
drop cap. For example, if the author is using a drop cap for the letter A in the word “Adobe” but still wants
the screen readers to read the word as “Adobe” and not as “dobe,” this can be done by filling in actual
text. The attribute will be saved to alt text and actual text in tagged PDF and XML.
When you provide alternate text attribute on an anchored frame, the corresponding figure elements in
PDF and graphic elements in XML get an “alt” text attribute. Actual Text attribute is processed only for
tagged PDF. XML export ignores this attribute.
NOTE: Object attributes support the Unicode text encoding standard.
1) Select the frame and choose Insert > Anchored Frame.
The Anchored Frame dialog is displayed.
2) Click Object Attributes.
3) In the Text Attributes section, add your alt text and actual text, and then click Set.
NOTE: Screen readers may ignore actual text when alt text is present.

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EMBED OBJECTS

Embed objects

Embed text and graphics with OLE


Learn how to embed text and graphics with OLE in FrameMaker.
You can use OLE to embed text or graphics in a FrameMaker document. Embedded material retains its
association with the application that created it (but does not retain a dynamic link to its source docu-
ment). This lets you double-click an embedded object to open the object in the application that created
it. Be sure to use an application that supports OLE as a server to create the object you want to embed.
You can also embed multimedia objects such as video or movie files (.avi or .mov files) and sound files
(.wav files).
NOTE: If you specify an HTTP filename when importing a file as an embedded object, you get an error indi-
cating that the file does not exist. It is recommended that you save the file to your computer before
importing it as an object. Also, OLE 1.0 is not supported on 64-bit FrameMaker.

Embed only part of a file with OLE


1) In its own application, open the file and copy the part you want to embed.
2) In FrameMaker, click where you want to embed the text or graphics, and choose Edit > Paste
Special.
3) Click Paste, select a format for the object (look for a format that starts with “embedded”), and then
click OK.

Embed an entire file with OLE


Click where you want to embed the text or graphics and choose File > Import > Object. You can then
embed a new, empty file, or specify an existing one.

Embed by dragging with OLE


Do one of the following from an application that supports drag-and-drop features:
• To move text or graphics into a FrameMaker document, drag the object.
• To make a copy of an object instead of moving it, Control-drag the object.
• To choose between moving or copying when you release the mouse button, right-drag the object.

Link to a text or graphic object with OLE


Learn how to link to a text or graphic object with OLE in FrameMaker.
When you link to an OLE text or graphic object in a document, FrameMaker not only maintains informa-
tion about the application that created the object but also keeps a dynamic association with the source
document. If the source material changes, its representation in the FrameMaker document is updated
as well. Be sure to use an application that supports OLE as a server to create the object you want to link
to.

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EMBED OBJECTS

You edit linked text or graphics by editing the original source document.

Link to part of a file


1) In its own application, open the file and copy the part you want to link to.
2) In FrameMaker, click where you want to place the linked text or graphics, and choose Edit > Paste
Special.
3) Click Paste Link, select a format for the object (look for a format that starts with “linked”), and then
click OK.

Link to an entire file


1) Click where you want to place the linked file and choose File > Import > Object. Click Create from
File and then select Link.
2) Specify the file you want to link to and click OK.

Edit OLE objects


Know how to edit OLE objects in FrameMaker.
You edit an OLE object by using the application that originally created it. When you finish editing, the
changes appear in the FrameMaker window.

Edit an embedded OLE object


Double-click it. The object appears in the creating application where you can edit it.

Edit a linked OLE object


Do one of the following:
• Double-click the OLE object. Either the object appears in a new window in the application that
created it or the menus in the FrameMaker window temporarily merge with the menus of the
creating application. In either case, the changes you make are reflected in the original document.
• Edit the original document outside FrameMaker, in the application that created it.

Control the updating of OLE links


See how you can control updating of OLE links in FrameMaker.
You can control how and when OLE linked objects are updated from their source documents. For
example, you can specify either automatic or manual updating, and you can manually update a single
linked object or several objects in the document.
You cannot specify updating for OLE embedded objects because an embedded object is not dynamically
linked with the original document.

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EMBED OBJECTS

Change the updating of a linked OLE object


1) Select the object, and choose Edit > Links.
2) Select the linked source from the list, click either Automatic or Manual as the update type, and then
click OK.

Suppress the updating of all linked OLE objects


1) Choose Edit > Update References.
2) Choose Suppress Automatic Updating from the Commands drop-down list, and then choose the
items you don’t want to be updated automatically.
3) Click Set, and then click Done.

Manually update a single OLE link object


Choose Edit > Links, select the source file you want to update, and then click Update Now.

Cancel an OLE link


When you break an OLE link, the text or graphic remains in your document, but is no longer updated
when the source changes. The text becomes editable.
Select the object, choose Edit > Links, and then click Break Link.

Import text into structured documents


Understand how you can import text in structured documents in FrameMaker.
You can import text into a structured FrameMaker document from the following sources:
• A text flow from another part of the document, from another structured FrameMaker document,
or from a MIF file. Any conditional tags in the flow, cross-references, tables, markers, footnotes,
variables, and anchored frames are imported.
• A file created in another application for which an import filter is installed on your system. Special
items such as cross-references and tables may also be imported—depending on the application and
the filter used.
If the text you import is structured, you can retain or remove the structure. If the text is formatted, you
can retain or remove the formatting, or reformat the text using formatting information in the current
document.
Imported text can be copied into the document, which is equivalent to using the Copy and Paste
commands, or it can be imported by reference as a text inset, in which case it retains a link to its source
file. When you import by reference, the text inset displays in the document window but is not editable.
If the inset is structured, its structure appears in the Structure View but is not editable.

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EMBED OBJECTS

Figure 1:
1) Click where you want to insert the text.
2) Choose File > Import > File.
3) Select the file with the text you want to import, and specify whether to import by copying or by
reference.
4) If the Unknown File Type dialog box appears, select a file type, and click Convert.
The dialog box that appears next depends on the import method you chose in step 3. The Import
Text Flow By Reference dialog box contains settings for updating the imported flow.

Figure 2:
5) Choose a body page flow or a reference page flow from a drop-down list. Most often, you import
text on body pages. Reference pages can contain flows with boilerplate text for use on body pages.
6) Specify how to handle the structure and formatting of the imported text by doing the following:
– To retain the structure of the flow and apply the current document’s formats and element
format rules to the text, select Reformat Using Current Document’s Formats. If element tags
in the two documents don’t match, the formatting of the imported text is unchanged. Usually,

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EMBED OBJECTS

you would select the options for removing page breaks and other format overrides so that the
imported text looks like text in the current document.
– To remove the structure and formatting from the text, and apply the formatting used at the
insertion point, select Reformat as Plain Text. Text in tables or anchored frames retains the
formatting it had in the source document.
– To remove the structure but retain the formatting, select Retain Source’s Formatting.
Formats used in the imported text are not added to the current document’s catalogs. If you
later modify the current document’s formats, the imported formats won’t be affected—even
if the tags in the current document and imported text match.
7) If you’re importing by reference, specify how to update the text inset by doing one of the following:
– To update the text inset whenever you open the document, select Automatic.
– To update only when you specify, select Manual.
8) Click Import.
RELATED LINKS:
Import text

465
HOTSPOTS

Hotspots
Know what a hotspot is and how to create clickable hotspots on images and graphics in Adobe
FrameMaker.
In this topic
• Introduction
• Create hotspots using hotspot properties
• Create hotspots using graphics toolbar
• Create hotspots in vector graphics
• Delink a hotspot

Introduction
In Adobe FrameMaker, a hotspot is an active area in a document that you can link to different areas of
the document, to another document, or to a URL. You can apply hotspots to the following objects:
• Graphic objects
• Images
• Anchored frames
• Graphics frames
• Text frames
• Text lines
• Equations
FrameMaker supports the following shapes for hotspots:
• Line
• Arc
• Polyline
• Freehand curve
• Rectangle
• Rounded rectangle
• Oval
• Polygon
You can create hotspots in graphic objects and link them to textual objects in the same or other docu-
ments. You can superimpose an invisible hotspot over an image to link to any relevant text or detail in
the document.
With hotspots, you can add multiple links in different parts of a graphic without having to divide the
graphic into separate parts. For example, in a world map, you can create hotspots in each of the countries
linking to more information about that country within a document, in other documents, or at a web
address.

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HOTSPOTS

Hotspots are supported everywhere in the FrameMaker documents, including the master pages. A use
case for hotspots on master page is a clickable logo for every page of the document that takes the user
to a webpage.
Hotspots look like other graphic objects. In edit mode, you can select a hotspot and edit the properties.
In view mode, when you hover the mouse over the hotspot, the cursor changes to indicate active, click-
able area.
You can link a hotspot in one document to another. PDFs support only rectangular hotspots. Hotspots of
any other shape are converted to rectangular hotspots when you create the PDFs. Other outputs, such
as HTML support hotspots of other shapes such as oval. If you want to scale, rotate, and translate
hotspots with the anchor frame, group the hotspots with the anchor frame. While saving XML,
FrameMaker saves the graphic containing the hotspots in a MIF file. While opening the XML file again,
FrameMaker brings back the hotspot information into the FrameMaker file from the MIF file. Some other
output types that support hotspots are: HTML and Multiscreen output.
The Hotspots panel displays the available hotspots in a document or all open documents. Using the
Hotspots panel, you can edit, delete, and delink the existing hotspots.

Create hotspots using hotspot properties


To create a hotspot using hotspot properties, do the following:
1) Insert a hypertext marker of type Named Destination. Apart from a Named Destination marker,
you can link hotspots to URLs.
2) Right-click an object and in the drop-down list, select Hotspot Properties.
3) In the Create Hotspot dialog, do one of the following:
a) Select the target document for the link. FrameMaker displays the available markers in the
selected document. Select the appropriate instance.
b) Enter the target URL. The URL length is limited to 1011 bytes. 1011 bytes can contain 1011
single-byte characters or 506 double-byte characters.
4) Enter the target URL. The URL length is limited to 1011 bytes. 1011 bytes can contain 1011
single-byte characters or 506 double-byte characters.
5) Click Save.
You can now test the link by holding ctrl+alt keys and clicking the hotspot. You can generate PDF or
other outputs.

Create hotspots using graphics toolbar


To create a hotspot using the graphics toolbar, do the following:
1) In the Graphics toolbar, click Hotspot Mode.
2) Create any graphics object. The Hotspot dialog is displayed.

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HOTSPOTS

3) In the Hotspot dialog, do one of the following:


a) Select the target document for the link. FrameMaker displays the available markers in the
selected document. Select the appropriate instance.
b) Enter the target URL. The URL length is limited to 1011 bytes. 1011 bytes can contain 1011
single-byte characters or 506 double-byte characters.
4) Specify a tool tip. Maximum tool tip length is 1023 bytes. 1023 bytes can contain 1023 single-byte
characters or 511 double-byte characters. The Tooltip Text is optional.
5) Click Save.
You can now test the link by holding ctrl+alt keys and clicking the hotspot. You can generate PDF or
other outputs.

Create hotspots in vector graphics


You can create multiple hotspots in vector graphics, such as a CGM file, imported in a FrameMaker docu-
ment.
The various parts of the CGM graphic can be made different hotspots.

Delink a hotspot
You can delink a hotspot to remove the hotspot information from graphic object.
In the Hotspot panel, select the hotspot entry and click Delink or choose Graphics > Delink Hotspot.
Alternatively, right click a hotspot and then from the drop-down list select Delink Hotspot.

468
OBJECT STYLES

Object styles
Understand object styles are and their properties and get familiar with object properties in Adobe
FrameMaker.
In this topic
• Introduction
• Object style designer
• Object style catalog
• Create an object style
• Create an object style from an object’s properties
• Apply an object style
• Import object styles from another document

Introduction
In Adobe FrameMaker, you can save your frequently used object properties as a style. You can apply
these object styles to various objects, such as images, anchored frames, and text frames for consistent
size and appearance. For example, you can create and apply an object style to all the anchored frames in
a document, or across documents, to make them of the same size.
Object styles include the following properties:
• Position and size (width, height, top, left, and angle)
• Fill (fill pattern, tint, and color)
• Stroke (line and arrow style, line width, pen pattern)
• Text line (alignment)
• Text frame (flow properties and column properties)
• Anchored frame (anchoring position and related properties)
• Graphics (scaling and resolution)
• Equation (alignment, size, and automatic line breaks)
• Runaround type and width
Object styles are relevant for the following objects in FrameMaker:
• Images
• Anchored frame
• Graphic objects
• Text frame
• Text line
• Equations

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OBJECT STYLES

Object style designer

Figure 1: Object style designer in Adobe FrameMaker


A. List of object properties B. Reset all properties to default C. Refresh object style properties D. Select
an object style name E. Update all F. Save

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OBJECT STYLES

Object style catalog

Figure 2: Object style catalog in Adobe FrameMaker


A. Refresh the list of styles displayed in the catalog B. Options to display the styles in the catalog C. Delete
a style from the document D. Object style names E. Check mark indicates that style is applied in the
current document

Create an object style


To create an object style in Adobe FrameMaker, do the following:
1) Choose Graphics > Object Style Designer. The Object Style Designer dialog is shown. All property
values are blank.
2) In the Object Style Designer dialog, type a name for the object style.
3) Edit the property values and click Save.

Create an object style from an object’s properties


To create an object style from an object’s properties in Adobe FrameMaker, do the following:
1) Select the object based on which you want to create an object style.
2) Choose Graphics > Object Style Designer. The Object Style Designer dialog is shown. The values for
the properties are populated from the selected object.
3) In the Object Style Designer dialog, type a name for the object style.
4) Edit the property values and click Save.

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OBJECT STYLES

Apply an object style


To apply object styles on objects in Adobe FrameMaker, do the following:
1) Choose Graphics > Object Style Designer. The Object Style Designer dialog is shown.
2) Select one or more objects on which you want to apply the style.
3) In the Object Style Catalog, click the name of an object style to apply.

Import object styles from another document


To import object styles from another document in Adobe FrameMaker, do the following:
1) Choose File > Import > Formats.
2) In the Import Formats dialog, select Object Styles.
3) Select Import.

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3D AND MULTIMEDIA OBJECTS

3D and multimedia objects


Know how you can work with 3D and multimedia objects and insert links for interactive control in
FrameMaker.
You can insert links to interactively control embedded U3D (Universal 3D), and FLV objects in the PDF
output. You can insert links to 3D and multimedia objects that control various aspects of these objects:
• View: Calls different views of the 3D/multimedia object. (For 3D only)
• Parts: Focuses on different parts of the 3D/multimedia object. (For 3D only)
• Animation: Calls animation in the 3D/multimedia object. (For 3D only)
• JavaScript™: Attach custom JavaScript™ code to the link.
You can also create a multimedia links table for the 3D/multimedia object of the type View, Parts, or
Animation. For example, the multimedia links table of the type parts includes links that focus on different
parts of the 3D/multimedia object.
You can also set a poster that appears for FLV and MP4 files while the video is not playing.

Insert a link to a 3D object


Understand how to insert a link to a 3D object in FrameMaker.
1) Insert a 3D object in your document.
2) Type text for creating the link.
3) Choose Graphics > Multimedia > Create Link to Graphic.
4) In the Create Multimedia Link dialog, define the following:
a) Select Object Type: Select U3D.
b) Select an Object: Select the name of the object for which you want to insert the links. If there
is only one object of the selected object type, FrameMaker selects the object name automat-
ically.
c) Hypertext Element Tag: If you are working in structured FrameMaker, define the element for
the hypertext for the links.
d) Link Type: For U3D, you can select JavaScript™, View, Parts, or Animation. If you select JavaS-
cript™, in the Details field add the JavaScript™ code that you want to execute on the click of
hypertext. Otherwise, Details displays the options relevant to the selected link type. Select
one of the options.
5) Select Insert.

3D object part links


Know how you can link part of 3D objects in FrameMaker.
To link a 3D object’s parts to textual objects in the document, use 3D object part links. A use for adding
3D object part links can be to link them to a description of each of the parts.

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3D AND MULTIMEDIA OBJECTS

A. List of the selected 3D object’s parts B. List of the markers that you can make link destinations for the
3D object’s parts

Create 3D links
You can create 3D object links and link them to Specify Named Destination command or URL.
1) Ensure that your document has Specify Named Destination hypertext. Specify Named Destination
hypertext can exist either in the same document or in other documents.
2) Right-click a 3D object and choose 3D Menu > Link to Text.

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3D AND MULTIMEDIA OBJECTS

3) In the Link to Text dialog, do the following:


a) To insert a link, select a part of the 3D object, then select a Marker, and click Insert Link to
Text.
b) To delete a link, select a part name linked to a marker and click Delete Link to Text.
c) To modify a link, select a part name linked to a marker, select a different marker, and click
Update link to Text.
d) To view linked parts, select Show Only Linked Parts. When you select a linked part, the linked
marker is selected.
4) Click OK.

Insert links to an FLV file


See how you can Insert links to an FLV file in 3D objects in FrameMaker.
1) Insert an FLV file in your document.
2) Type text for creating the link.
3) Choose Graphics > Multimedia > Create Link to Graphic.
4) In the Create Multimedia Link dialog, specify the following:
a) Select Object Type: Select FLV.
b) Select an Object: Select the name of the object for which you want to insert the links. If there
is only one object of the selected object type, FrameMaker selects the object name automat-
ically.
c) Hypertext Element Tag: If you are working in structured FrameMaker, specify the element for
the hypertext for the links in the table.
d) Link Type: For FLV, you can select the following:
• Play: Plays the FLV video
• Pause: Pauses the video
• Rewind: Rewinds the video to the starting point
• Nextcuepoint: Takes the video to the next cue point
• Prevcuepoint: Takes the video to the previous cue point
• Seek: Seek helps you select further options for creating defined points.
5) If you have selected Seek in Link type, do one of the following:
a) Defined Points: This option allows you to use the cue points embedded in the video itself.
b) Create Point: This option allows you to create a seek point in the video. After selecting this
option, play the video and click Create Link in the video window to insert a seek point.
6) Select Insert.

Set poster for a FLV or MP4 files


Know how you can set poster for FLV or MP4 files in FrameMaker.

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3D AND MULTIMEDIA OBJECTS

You can set a poster that appears for FLV or MP4files while the video is not playing.
1) Select a FLV, and MP4 file.
2) Right-click the file and from the drop-down list, select Set Poster.
3) For an FLV or MP4 file, the Set Poster dialog appears.
a) Select From Media and click Play.
b) While the video is playing, at the appropriate moment click Capture Frame for Poster.
c) Click Save As and save the poster file (.dib) to disc.
d) Click Apply.

Set poster for a 3D object


Know how you can set poster for a 3D object in FrameMaker.
You can set a poster that appears for U3D files while the video is not playing.
1) Select a 3D object.
2) Right-click the object and from the drop-down list, select Set Poster.
The Select Poster File dialog appears.
3) Navigate to a poster file (.jpeg, .png, .gif, .dib, or .bmp format) and select it.

Insert multimedia links table


Understand how you can Insert multimedia links table in FrameMaker.
You can add multimedia links table for U3D and FLV objects.
1) Choose Graphics > Multimedia > Create Link Table to Graphic.
NOTE: If the Create link table for graphic command is disabled, place your cursor in a text area in the
document.
2) In the Insert Multimedia Link Table dialog, select:
a) Select Object Type: Select U3D or FLV.
b) Select an Object: Name of the object for which you want to insert the links.
c) Table Format: Select a table format for the links table.
d) Table Element Tag: If you are working in structured FrameMaker, specify the element for the
links table.
e) Hypertext Element Tag: If you are working in structured FrameMaker, specify the element for
the hypertext for the links in the table.
f) Select Table Type: Select the type of action for the multimedia links. For U3D the options are
View, Parts, or Animation. For FLV, you can choose Seek.
3) Select Insert.

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3D AND MULTIMEDIA OBJECTS

Edit multimedia links


See how you can edit multimedia links in FrameMaker.
You can edit the multimedia links using the markers panel.
1) Choose View > Panels > Markers.
2) In the Markers panel, double-click a hypertext marker of type multimedia.
3) In the Edit Multimedia Link dialog, modify the options as required and click Save.

Attach custom JavaScript™ to a 3D object


Know how to Attach custom JavaScript to a 3D object in FrameMaker.
You can attach custom JavaScript™ to a 3D object to control it.
1) Right-click a 3D object and in the 3D context menu, choose 3D Menu > Select JavaScript ™.
2) In the Select JavaScript ™ file dialog, navigate to a JavaScript™ file and click Select.
NOTE: If you copy-paste a 3D object, the JavaScript™ attached with it is also copied to the new
instance of the object.

Use object handle in JavaScript™


Learn to use object handle in JavaScript.
You can refer to a 3D or FLV object’s name in a JavaScript™ using the FM_ prefix.
The following JavaScript™ example uses the FM_ prefix with the object name. This example JavaScript™
code makes the relevant object transparent.
1) Insert an object in FrameMaker and name it as my3d in properties in the 3D menu.
2) Attach the following JavaScript™ code to the object. The object my3d is referred to in this code as
FM_my3d.
var i,count,tempObj;
count=FM_my3d.context3D.scene.meshes.count;
var selObj;
for( i=0;i<count;i++){
selObj=FM_my3d.context3D.scene.meshes.getByIndex(i);
tempObj=FM_my3d.context3D.scene.nodes.getByName(selObj.name);
tempObj.renderMode="transparent";
}
3) Create the PDF and click the link. The 3D object turns transparent.

Activate 3D/multimedia objects by default


See how you can, by default, activate 3D/multimedia objects in FrameMaker.

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3D AND MULTIMEDIA OBJECTS

When you open a PDF, the 3D/multimedia objects in PDF are not activated by default. Click the objects
to activate them. To activate the 3D/multimedia objects in the PDF by default, complete the following
steps:
• Right-click an FLV or 3D object and in the context menu, choose PDF View Options > Activate by
Default.

Display 3D/multimedia objects in pop-up windows


Learn how you can display 3D/multimedia objects in pop-up windows in FrameMaker.
You can choose to display the 3D/multimedia objects in a pop-up, when you click the relevant link. This
option is useful when the links and the 3D/multimedia object are on different pages.
• Right-click an FLV or 3D object and in the context menu, choose PDF View Options > Open in Pop
up Window.
NOTE: You can close the pop-up by clicking the cross in the upper-right corner of the pop-up window.

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QR CODES

QR codes
Understand QR codes and how you can work with them in Adobe FrameMaker.
In this topic
• Introduction
• Generate and insert a QR code
• Editing QR codes

Introduction
You can generate a QR code in FrameMaker and then insert the code into a FrameMaker document. A
QR (Quick Response) code is an optically machine-readable two-dimensional bar code. The code can be
scanned by a device, such as a smartphone, that then extracts (and accordingly uses) the information
specified in the code.
FrameMaker offers a powerful QR Code Builder.

Figure 1: QR Code Builder in FrameMaker

Generate and insert a QR code


1) Choose Insert > Generate QR Code ….
The QR Code Builder dialog displays.
2) Specify a file name and path to create the QR code file (.png).
The default dimensions of the image is 186 pixels.
3) To change the dimensions of the image, select an alternative dimension from the Image Dimen-
sions drop-down list.

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QR CODES

4) To specify the type of information you want to encode, select an option from the Type drop-down
list.

SMS
Send an SMS to the encoded phone number with the encoded text
URL
Open the encoded URL
Phone
Make a phone call to the encoded phone number
Email
Send an email to a specified address
Text
Read the encoded text

5) For each information type, enter the relevant information and click Insert.
The QR code with the specified information is generated and inserted into the document.

Editing QR codes
You can edit an existing QR code in a document by using the QR Code Builder. FrameMaker also allows
you to edit the file in external applications such as Adobe Photoshop and Adobe Illustrator.
To edit the QR code in the QR Code Builder:
1) In the document, select the QR code to edit.
2) Choose Edit > Edit QR Code…. The QR Code Builder dialog displays.
or
Double-click on the QR code in the document.
or
Right-click on the QR code and select Edit QR Code… from the context menu.
3) Edit the relevant code details and click Save.
The QR code with the updated information is saved to the .png file and updated in the document.
To edit the QR code in an external application:
1) In the document, select the QR code to edit.
2) Right-click on the QR code and choose Edit with… in the context menu. Select the application in
which you want to edit the QR code:
– Illustrator
– Photoshop
– RoboScreenCapture

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QR CODES

IMPORTANT: You can only choose an application that is currently installed on your computer.
3) The QR code file is opened in the application that you select.
4) Make changes to the .png file in the external application and save the changes.
As soon as you save the changes to update the .png file, the changes are immediately reflected in the
QR code in the FrameMaker document.

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USING ROBOSCREENCAPTURE

Using RoboScreenCapture
Learn what is RoboScreen capture and how to use it in FrameMaker.
In this topic
• Introduction
• Capturing and inserting images
• Editing imported RoboScreenCapture images

Introduction
RoboScreenCapture is a screen capture tool that can be used for capturing and editing images. You can
use these images in your help systems like online tutorials, manuals, training handouts, presentations,
marketing materials, and web pages.
Integration of Adobe FrameMaker with Adobe RoboScreenCapture helps you do the following:
• Open RoboScreenCapture from FrameMaker.
• Insert images created in RoboScreenCapture into FrameMaker.
• Edit images imported by reference into FrameMaker using RoboScreenCapture. You can use the
right-click option Edit with RoboScreenCapture for an image to launch and edit the image in Robo-
ScreenCapture.
Changes made to the image are reflected in FrameMaker after the image is saved and closed in Robo-
ScreenCapture.
NOTE: This option is available only for image formats supported by RoboScreenCapture.

You can use RoboScreenCapture to perform the following tasks:


• Capture screens in 10 modes, including freehand, virtual screen, and multi-region
• Capture screens using a drop-down list, assign your own keyboard shortcuts, and even control
RoboScreenCapture with voice commands
• Capture difficult-to-grab screens such as DirectX, Direct3D, 3Dfx, Voodoo, and Glide mode games
• Capture more than is visible on the screen, such as long Web pages
• Edit images
• Save your screen capture in over 20 image formats
• Automatically save screen captures to image files
• Quickly add image stamps, frames, drop shadows, and more
• Change image colors, flip or rotate images, and crop images to a smaller size
• Add identifying stamps to each screen capture, such as a company name or logo
• Call-out specific areas of your capture with shapes, shadow effects, and more.

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USING ROBOSCREENCAPTURE

Capturing and inserting images


You can use RoboScreenCapture from FrameMaker to capture a screenshot from an application running
on your computer, and save it in RoboScreenCapture. You can then import the file into an open
FrameMaker document.
1) Open the FrameMaker document into which you want to insert images.
2) Choose File > Launch RoboScreenCapture. The RoboScreenCapture application opens.
3) From RoboScreenCapture, capture a screenshot of the desired application using the various
options in the Capture menu.
4) Save the file, and close RoboScreenCapture.
5) In Adobe FrameMaker, choose File > Import > File or Insert > Image.
The Import dialog box appears.
6) Select the file created in RoboScreenCapture.
7) Select Import by Reference from the Import dialog box.
8) Click Import.

Editing imported RoboScreenCapture images


You can use RoboScreenCapture to edit images inserted by reference into FrameMaker documents.
1) Open FrameMaker.
2) Choose File > Open, and open a document with the image you want to edit.
3) Select the image you want to edit.
4) Right-click the image, and select Edit With RoboScreenCapture. The RoboScreenCapture applica-
tion opens with the image open for editing.
5) Edit the image.
6) Choose File > Save.
7) Choose File > Exit to close the RoboScreenCapture application.
The edited image is updated in FrameMaker and is ready for use in the document.

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IMPORT AND EDIT ADOBE ILLUSTRATOR IMAGES

Import and edit Adobe Illustrator images


Understand how to import and edit images in Adobe FrameMaker using Adobe Illustrator.
You can import Adobe Illustrator images into your Adobe FrameMaker documents. FrameMaker
supports layers, and you can import graphics with multiple layers into your document.
Also, you can open Photoshop images for editing right from within FrameMaker.
The following Adobe Photoshop images can be imported into a FrameMaker document:
• AI (Adobe Illustrator Image)
• AIT (Adobe Illustrator Template)
• EPS (Adobe Illustrator EPS)
• SVG (Scalable Vector Graphics)
Choose File > Import, and then browse to the Illustrator file and insert it into your document.
You can then open the Illustrator file for editing in Adobe Illustrator from within FrameMaker.
To edit the image in Adobe Illustrator:
1) Select the image you want to edit.
2) Right-click the image, and select Edit With Illustrator. Adobe Illustrator opens with the image open
for editing.
3) Edit the image.
4) Choose File > Save or File > Export (depending on the image type) to save the edited image.
5) Choose File > Exit to close Adobe Illustrator.
The edited image is updated in your Adobe FrameMaker document.
NOTE: Adobe Illustrator needs to be installed on the same system as Adobe FrameMaker for this feature
to work.
RELATED LINKS:
Import and edit Adobe Photoshop images

484
IMPORT AND EDIT ADOBE PHOTOSHOP IMAGES

Import and edit Adobe Photoshop images


Understand how to import and edit images in Adobe FrameMaker usig Adobe Photoshop.
You can import Adobe Photoshop images into your Adobe FrameMaker documents. FrameMaker
supports layers, and you can import graphics with multiple layers into your document. On publishing, the
PSD files are rasterized.
Also, you can open Photoshop images for editing right from within FrameMaker.
The following Adobe Photoshop images can be imported into a FrameMaker document:
• PSD (Adobe Photoshop Image)
• PSB (Adobe Photoshop Large Document Format)
• PSDT (Adobe Photoshop Document Template)
• PDD (Adobe Photoshop Elements)
Choose File > Import, and then browse to the Photoshop file and insert it into your document.
You can then open the Photoshop file for editing in Adobe Photoshop from within FrameMaker.
To edit the image in Adobe Photoshop:
1) Select the image you want to edit.
2) Right-click the image, and select Edit With Photoshop. Adobe Photoshop opens with the image
open for editing.
3) Edit the image.
4) Choose File > Save or File > Export (depending on the image type) to save the edited image.
5) Choose File > Exit to close Adobe Photohop.
The edited image is updated in your Adobe FrameMaker document.
NOTE: Adobe Photoshop needs to be installed on the same system as Adobe FrameMaker for this feature
to work.
RELATED LINKS:
Import and edit Adobe Illustrator images

485
CHANGE DIRECTION OF A DOCUMENT CONTAINING OBJECTS

Change direction of a document containing objects


See how you can change the direction of documents containing objects in Adobe FrameMaker.
When you change the direction (Left To Right/LTR – Left-To-Right/RTL) of a document that contains
graphical objects, anchored frames, or text frames the objects are vertically flipped in the document. This
implies that if an object is placed 10 px from the left margin, changing the direction will cause the object
to be placed 10 px from the right margin. However, the orientation of the object remains the same.

You can choose to change the orientation of a graphical object that is flipped when the document direc-
tion is changed:

To flip and change the orientation of a graphical object, ensure the following maker.ini flags are
switched on:
TranslateObjectOnDirectionChange=On
FlipObjectOnDirectionChange=On
If you do not want to flip objects in a document when the direction is changed, switch off the following
flag:
TranslateObjectOnDirectionChange=Off
RELATED LINKS:
Document direction

486
ADD ALTERNATE TEXT FOR IMAGES

Add alternate text for images


Learn what is alternate text for images and how to add it in FrameMaker.
Alternate text provides the accessibility for an image and also provides the text description in case the
image is not displayed. You can add alt-text for both unstructured and structured documents.
To define the alt-text for unstructured documents, you can include object attribute information for your
anchored frames.
For your structured documents, you can add @alt attribute or the <alt> element. You can add
@alt attribute for the <image> element from the Attributes panel in the WYSIWIG view. The
@alt attribute is added as an <alt> element in the XML view and doesn't break the XML format. This
helps you easily add and update the @alt attribute for the images in your structured documents from
the WYSIWIG view.

NOTE: You can also add @alt attribute for the image element in the XML view and it is shown as an attri-
bute in the WYISWIG view. However, it again changes to <alt> element when you switch to XML view. For
more details on accessibility, see Accessibility in Adobe FrameMaker.

Introduction
RoboScreenCapture is a screen capture tool that can be used for capturing and editing images. You can
use these images in your help systems like online tutorials, manuals, training handouts, presentations,
marketing materials, and web pages.
Integration of Adobe FrameMaker with Adobe RoboScreenCapture helps you do the following:
• Open RoboScreenCapture from FrameMaker.

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ADD ALTERNATE TEXT FOR IMAGES

• Insert images created in RoboScreenCapture into FrameMaker.


• Edit images imported by reference into FrameMaker using RoboScreenCapture. You can use the
right-click option Edit with RoboScreenCapture for an image to launch and edit the image in Robo-
ScreenCapture.
Changes made to the image are reflected in FrameMaker after the image is saved and closed in Robo-
ScreenCapture.
NOTE: This option is available only for image formats supported by RoboScreenCapture.

You can use RoboScreenCapture to perform the following tasks:


• Capture screens in 10 modes, including freehand, virtual screen, and multi-region
• Capture screens using a drop-down list, assign your own keyboard shortcuts, and even control
RoboScreenCapture with voice commands
• Capture difficult-to-grab screens such as DirectX, Direct3D, 3Dfx, Voodoo, and Glide mode games
• Capture more than is visible on the screen, such as long Web pages
• Edit images
• Save your screen capture in over 20 image formats
• Automatically save screen captures to image files
• Quickly add image stamps, frames, drop shadows, and more
• Change image colors, flip or rotate images, and crop images to a smaller size
• Add identifying stamps to each screen capture, such as a company name or logo
• Call-out specific areas of your capture with shapes, shadow effects, and more.

Capturing and inserting images


You can use RoboScreenCapture from FrameMaker to capture a screenshot from an application running
on your computer, and save it in RoboScreenCapture. You can then import the file into an open
FrameMaker document.
1) Open the FrameMaker document into which you want to insert images.
2) Choose File > Launch RoboScreenCapture. The RoboScreenCapture application opens.
3) From RoboScreenCapture, capture a screenshot of the desired application using the various
options in the Capture menu.
4) Save the file, and close RoboScreenCapture.
5) In Adobe FrameMaker, choose File > Import > File or Insert > Image.
The Import dialog box appears.
6) Select the file created in RoboScreenCapture.
7) Select Import by Reference from the Import dialog box.
8) Click Import.

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ADD ALTERNATE TEXT FOR IMAGES

Editing imported RoboScreenCapture images


You can use RoboScreenCapture to edit images inserted by reference into FrameMaker documents.
1) Open FrameMaker.
2) Choose File > Open, and open a document with the image you want to edit.
3) Select the image you want to edit.
4) Right-click the image, and select Edit With RoboScreenCapture. The RoboScreenCapture applica-
tion opens with the image open for editing.
5) Edit the image.
6) Choose File > Save.
7) Choose File > Exit to close the RoboScreenCapture application.
The edited image is updated in FrameMaker and is ready for use in the document.

489
PROJECTS, BOOKS, AND LONG DOCUMENTS

Projects, books, and long documents


Know how to manage your multiple documentation projects by using the Projects feature in
FrameMaker.
You can use a project in FrameMaker to organize multiple deliverables of your help system. The single
view of all resources within a project gives you more control and flexibility to place and move around
your project resources.
Also, you can organize multiple topics or chapters in a single logical unit named book.

490
PROJECTS

Projects
The project management feature in Adobe FrameMaker allows you create projects and manage all
resources related to a project from a single place.
You can create a project and add all resources (such as files and folders) related to that project from
different locations on your file system. You can easily drag-and-drop resources from your file system into
the project window to add them to your project.
In this topic
• Introduction
• Create a project
• Add a location and save a project
• Open a Project
• Remove a location
• Delete a resource
• Work with the project window
• Additional features in the project window

Introduction
The project management feature allows you to perform the following tasks with ease and help you to
enhance your productivity:
• Single window view of all project-related files and folders
• Drag-and-drop content from Windows Explorer to add content to your project
• Drag-and-drop content from one location to another to organize content within your project
• Insert and image by simply dragging it from project window and dropping it on to the document
• Rename files and folders

Create a project
1) Choose File > New > Project.
The New Project dialog displays.

Figure 1: New Project dialog

491
PROJECTS

2) Enter the Name of the project.


NOTE: By default, a new folder with the name of the project is created in the location that you
selected to create the project. You can choose to name the project or the project folder differently.

Add a location and save a project


Once you have created a project, you need to add resources to your project. Typically, you would have
stored all your project-related files at different places in you file system. You can add all those locations
to your project to get a comprehensive view of the project.
Perform the following steps to add a location to your project:
1) In the project window, click the Add Location icon.
2) Browse to and select the location where your project resources are available.
NOTE: By default, the location name is assigned the name of the destination folder. You can choose
to specify a different name for the location.
3) ( Optional) Specify the Name for the location.
4) Click OK.
The location gets added to your project. In the project window, you can see all resources available
in the location that you added.
NOTE: You can also add a location by dragging the required folder from Windows Explorer into the
project window.
5) Once you have made the required changes to your project, click the Save icon to save changes.

Open a Project
1) Choose File > Open.
2) Locate the project file. Click Open.
NOTE: The extension of the project file is .fxpr.

Remove a location
If you would like to remove a location that is no longer required in your project, perform the following
steps:
1) Right-click the location that you want to remove.
2) From the context menu, choose Remove.
The location gets removed from your project. However, it is not deleted from your file system.

Delete a resource
The project window displays the resources (files and folders) from your file system. If you no longer need
a resource (file), you can delete it from your project.

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PROJECTS

IMPORTANT: Deleting a file from your project also deletes it from your file system. Therefore, you must use
this feature with caution.
Perform the following steps to delete a resource from your project:
1) Right-click the resource that you want to delete.
2) From the context menu, choose Delete.
In the confirmation dialog, click OK.
The resource gets removed from your project and it is also deleted from your file system.

Work with the project window


The following image shows the project window:

Figure 2: Project window and its toolbar

A (Add Location)
Add a location to your project.
B (Create Folder)
Create a folder or sub-folder in a project. The folder that you create from the project window also
gets created in your file system. Also, if you create a new folder or file manually in your file system,
then FrameMaker updates the list automatically to reflect the changes in project window.
C (Save)
Save the currently open project.
D (Delete)
Use the delete button to delete the file or folder from the project. Note that if you choose to delete
any file or folder from the project window, it gets deleted from the file system as well. However, if
you choose to delete a location, it is only removed from the project and not from the file system.
E (Show File/Folder Paths)
Toggle between the Show File Path/ Show File Name to display the folder path or name of the
resources within the project.

Additional features in the project window


Right-click on a project resource (location, folder, or file) to perform the following additional operations
from the context menu.

493
PROJECTS

Edit
Opens the selected file for editing. If the file is a valid FrameMaker file, then it is opened for editing
in FrameMaker itself. Else, if the file is not recognize by FrameMaker, then the file is opened in the
associated program for editing.
Explore
Opens the parent folder of the selected resource in Windows Explorer.
Rename
Allows you to rename the selected resource in the project.
Delete
Removes the selected location or deletes the selected file from the project. For more information,
see Remove a location and Delete a resource.

494
BOOKS AND LONG DOCUMENTS

Books and long documents


Know what book files are and how they can be arranged in a setup as long documents in Adobe
FrameMaker.
A book file contains the filenames of the documents that make up the book, such as chapters and appen-
dixes, generated files such as a table of contents, and other books. The filename and location of each file
are added to the book file and a link is established between the file and the book.
A book can also be organized into a hierarchical setup of related documents using folders and groups.
Folders act as chapters, sections, or sub sections depending on their hierarchical level within a book. You
can also include related books within a book to build a complex documentation set.
A book file contains pagination and numbering settings for each file in the book. During a book update,
FrameMaker updates the numbering throughout the book and can create and update the generated files
as well.
Although books can include non-FrameMaker documents, such as .mif or .txt files, their processing
is different from .fm files.

Overview of the book building workflow in Adobe FrameMaker


1) Create a book and add documents to it. These documents can be .fm, .xml, .mif, or even .book
files.
2) Organize your documents into folders or groups if necessary.
3) Set up volume, chapter, page, and paragraph numbering.
4) Add generated files, such as a TOC (Table Of Contents), list of tables or images, or an index.
5) Update the book.
NOTE: A FrameMaker book references the documents included in the book. A document can therefore be
included in multiple books.

Set up hierarchical books


In Adobe FrameMaker, you can create hierarchical books that can include multiple books. Files can be
organized in folders or groups.

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BOOKS AND LONG DOCUMENTS

Hierarchical mixed FrameMaker book

A. Add a file to the book B. Add a folder in the book C. Add a group in the book D. Save the book file E.
Delete a file from the book F. Update book G. Arrow keys to move book components H. Display file
heading text. Icon changes to Display File Names on clicking. I. Search in a book J. Complete path of the
book and book name K. Generated FrameMaker file – TOC L. .fm file M. Folder N. .xml files included in a
book O. Group of files P. mif file in a group Q. Multiple sub-levels of folders R. Status bar for the book

496
CREATE BOOKS

Create books
Learn how to create a book in Adobe FrameMaker, add files to a book, combine several books in one,
associate a Structured Application with XML files, and understand the book direction.
In this topic
• Introduction
• Create a book
• Add files to a book
• Associate a Structured Application with an XML file
• Add generated files to a book
• Add a child book
• Direction of a book

Introduction
With Adobe FrameMaker, you can combine multiple documents in a book file. You can also add Table of
Contents, Index, and other automatically generated lists (e.g., a list of tables and list of figures). You can
also create books and include other books and organize your book components in folders and groups.

Create a book
To create a book, do the following:
1) Choose File > New > Book. If a document is active, an alert message asks if you want to include it
in the book. A new book window appears:

Figure 1: Book window


2) Choose File > Save Book As or click the icon in the menu bar of the book.

497
CREATE BOOKS

Add files to a book


To add files to a book, do the following:
1) In the book window, choose Insert > Files or click .
2) Select the document file or files you want to add to the book, and then click Add.
You can also add files to a book by dragging them from Windows Explorer into a book window.
NOTE: You can also add files by specifying an HTTP path and filename in the Add Files to Book dialog box.
Make sure that you specify a correct path and filename. Else you may get a message that the file is not
in a recognized format, and an uneditable dummy file is added to the book.

Associate a Structured Application with an XML file


To associate a Structured Application with the .xml files included in a book, do the following:
1) Right-click the .xml file in the book window and select Properties.
2) Select the Structured Application name from the Use Structured Application list box. Click
Continue.

Add generated files to a book


To add a generated file to a book, do the following:
1) Open the book window and select the file next to where you want the generated file to appear.
2) Do one of the following:
– Choose Insert > Create Standalone TOC or choose Insert > List of, and then choose a type of
list from the menu.
– Choose Insert > Standard Index, or choose Insert > Index of, and then choose the type of
specialized index you want to create.
The following generated list types are available:
– List of Figures (LOF)
– List of Tables (LOT)
– List of Elements & Paragraphs (LOP)
– List Elements & Paragraphs (Alphabetical) (APL)
– List of Markers (LOM)
– List of Markers (Alphabetical) (AML)
– List of References (LOR)
The following List of References (LOR) types are available:
– Condition Tags
– External Cross-Refs
– Fonts
– Imported Graphics

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CREATE BOOKS

– Text Insets
– Unresolved Cross-Refs
– Unresolved Text Insets
NOTE: You can also create TOCs, lists, and indexes for individual files in a book. For example, choose Insert
> List of Figures to create a standalone list of figures for the current document. You can also opt to create
a book with a copy of the current file and its corresponding generated file. FrameMaker always creates
the generated files in the same folder as the source file.

Add a child book


In Adobe FrameMaker, you can also add books within books. These can be unstructured book files or
DITA maps. You can now include multiple child books at multiple levels in a book.
1) Open the parent book in which you want to add a child book.
2) In the book window, choose Insert > Files or click .
3) Navigate to and select the .book file you want to add as a child book. Click Add. Double-clicking
the child book opens it in a separate Resource Manager panel.
NOTE: You can click the Browse URL button in the Add File dialog box to select a book residing on a
WebDAV server.
FrameMaker stores numbering and pagination information at a book level and for each book separately.
Child books are placeholders within the parent book. You cannot edit the content of a child book from
within the parent book view. All maintenance tasks must be performed in the child book separately.
A book update on the parent book does not affect the page numbering within the child book. When
updating a parent book, make sure that you update the child books first. Then update the parent book.
However, if the files from the child book are already open, then they are updated but not saved. You
should always explicitly save all open files after a book update command or after applying a book-wide
command.
When saving a parent book file as a PDF, FrameMaker updates information for only those files that
belong to the parent book. To ensure that the information is correctly represented in the PDF for child
books as well, do one of the following:
• First, update all child books and then their parent books before saving a book file as a PDF.
• Open all files, including the files in the child books, before saving the parent book file as a PDF. After
creating the PDF, ensure that you save all the open files to preserve any updates.

Direction of a book
When you create a book and add documents to the book, the direction of the book depends on the direc-
tion of the first non-generatable chapter or component in the book. The direction can be left-to-right
(LTR) or right-to-left (RTL).

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CREATE BOOKS

For example, if a book contains some RTL documents and some LTR documents, FrameMaker takes the
direction of the first non-generatable document in the book as the book direction. The direction of the
generated lists and indexes in a book is based on the direction of the book.

500
MANAGE BOOKS

Manage books
Learn to manage book files in FrameMaker, rename, open and close files, compare documents and apply
book-wide comments.

501
Manage book components
Learn how to work with book components in Adobe FrameMaker.
In this topic
• Display filenames or heading text in the book panel
• Exclude book components from the output
• Select book components
• Rearrange and delete book components in a book
• Rename book components in a book
• Revert to a previously saved version
• Open, save, or close book components
• Compare documents
• Apply book-wide commands

Display filenames or heading text in the book panel


In an Adobe FrameMaker book panel, you can display the filenames or the heading text of a book compo-
nent:
• Click the Display Heading Text icon .
• Click the Display File Names icon .

Figure 1: Adobe FrameMaker book with option “Display File Names”

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Figure 2: Adobe FrameMaker book with option “Display Heading Text”

Exclude book components from the output


Right-click the book component to exclude and select Exclude.
If you exclude a folder or group, Adobe FrameMaker excludes all book components within the folder or
group from the output. When you update a book, the numbering is automatically updated to account for
the excluded book components.

Select book components


To select certain book component types in an Adobe FrameMaker book, do one of the following:

Select all book components


Choose Edit > Select > All.
Select all generated files in a book
Choose Edit > Select > Generated Files.
Select all nongenerated files in a book
Choose Edit > Select > Nongenerated Files.
Select only FrameMaker files, such as .fm, .book, .mif files
Choose Edit > Select > FrameMaker Files.
Select all excluded book components
Choose Edit > Select > Excluded Components.

503
Select all the book components that are not marked as Excluded
Choose Edit > Select > Nonexcluded Components.
Select all the book components at the first hierarchical level
Choose Edit > Select > Chapter Components.
Select all book components at the second hierarchical level
Choose Edit > Select > Section Components.
Select all book components at the third hierarchical level
Choose Edit > Select > Sub-section Components.

Rearrange and delete book components in a book


When working with structured books in Adobe FrameMaker, you can rearrange and delete book compo-
nents by working with element bubbles in the Structure View. After you update the book, the text snip-
pets identify the book components.
If you delete a book component from a structured book you’ve updated, the book component may retain
some structure information inherited from the book. Remove this information from the book component
to make it a stand-alone document again.
In the book panel, select one or more book components. Do either of the following:
• Drag the selected book components to the desired position in the book.
• Choose Edit > Delete. The book components are removed from the book, but the files remain on
the disk.

Rename book components in a book


When you rename a book component, Adobe FrameMaker renames the corresponding file on the disk
and updates cross-references, hypertext links, and text inset links in other files in the book.
When you add a generated file (such as a table of contents or index) to a book, FrameMaker assignes a
name to the file based on the book’s filename. If you leave generated files with the default filename and
rename the book, then FrameMaker changes the filename in the book, but not on disk.
For example, in New.book, you have a generated file with the default name NewTOC.fm:
If you rename the book to Samples.book, FrameMaker renames the generated file to Sample-
sTOC.fm in the book, but not on the disk.
If you rename the generated file as Contents.fm and then rename the book, the generated TOC
remains Contents.fm in the book as well as on disk.
1) Select the book component you want to rename, and either choose Edit > Rename or right-click
and choose Rename.
2) Type the new name of the book component and press Enter. When the alert message appears, click
OK to update the other book components in the same book.

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Revert to a previously saved version
This procedure affects book components that you have added or deleted in Adobe FrameMaker. It also
affects settings that you have applied to book components in the book, such as numbering, pagination,
and color definitions. The content of the documents is not changed.
Choose File > Revert to Saved Book to revert to a previously saved version.
NOTE: This command clears the command history. To undo only selected commands, use the Undo
History panel instead of Revert To Saved Book.

Open, save, or close book components


In Adobe FrameMaker, you can use the book panel to open, save, print, and close individual book compo-
nent. You can also open, save, and close all the book components and print and update the format of
several or all book components.
When you open a non-FrameMaker document from the book panel, the appropriate application, if avail-
able, is launched.
Do one of the following:
• To open one book component, double-click the book component.
• To open several book components, select the book component you want to open and press Enter.
• To open all book components, hold down Shift and choose File > Open All Files in Book.
TIP: You can suspend the automatic update of cross-references or text insets by choosing Edit > Suppress
Automatic Reference Updating. In the Suppress Automatic Reference Updating dialog, select Suppress
Automatic Updating. Click Set. When you open an individual document that has settings for automatic
updates, cross-references and text insets are still updated.
• To close all book components in a book, hold down Shift and choose File > Close All Files In Book.
• To save all book components in a book, hold down Shift and choose File > Save All Files in Book.
This also saves the book file itself.

Compare documents
Adobe FrameMaker can compare two versions of a document to show you what has changed.
FrameMaker compares not only the text in the two versions, but also the footnotes, markers, anchored
frames, text insets, variables, and cross-references.
NOTE: For structured documents, FrameMaker additionally compares the structure of the two documents
and optionally compares the attributes within those structures.
1) Open both versions of the documents.
2) In the document window of the newer version, choose File > Utilities > Compare Documents.
3) Specify the older version of the document to be compared.
4) Choose the report format. You can either have a summary document or a composite document.
The summary document reports of the differences in the book components. Composite documents
(which have a CMP suffix) show the differences in the files side by side.
5) To set up the comparison options, click Options. The options screen is displayed as follows:

505
Figure 3: Comparison Options dialog
6) Set the options. Click Set.
7) Click Compare.
8) The selected reporting format displays the differences. All differences display with track changes,
and you can accept or reject the changes as desired.

Apply book-wide commands


You can use many Adobe FrameMaker commands across some or all book components in the same book.
For example, you can change the View options, spell-check, or change the page layout of selected book
components.
If the book components of the book are open, FrameMaker applies the book-wide command to the book
components. Still, the book components are not saved or closed. Therefore, in the case of open book
components, you should explicitly save the files before you close them.
If the book components are closed, FrameMaker silently opens the book components, applies the
book-wide commands, then saves and closes the book components. If FrameMaker is unable to open a
closed file or if other problems occur when you apply the command to a selected file, a message appears
in the Book Error Log.
1) In the book panel, select the book components you want to change.
2) Choose the desired command, such as Edit > Spelling Checker.

506
TIP: For .mif and .xml files, open the files before applying a book-wide command.
In structured documents, you can edit attributes, set available elements, and set new element options
in the book.

507
Book groups and folders
Learn how to organize book components in book groups and book folders with Adobe FrameMaker.
In this topic
• Introduction
• Book Folders
• Book Groups
• Rename a book group or book folder
• Associate a template with a book folder
• Add file information for a book folder template

Introduction
With Adobe FrameMaker, you can combine multiple documents in a book file. You can also organize your
documents in book folders and groups and associate templates with folders and add custom cover pages.

Book Folders

You can add folders to your book and organize related documents in them. FrameMaker treats a folder
as a logical container; it does not create a physical folder on the disk. A folder can have one or more
folders, groups, or files within it.
Depending on the level at which you add a folder, it can act like a chapter, section, or subsection. You can
set special numbering styles for a folder and all its contents. You can also choose to exclude files from
being published by selecting Exclude from the context menu.
When you select a file in a book and add another file, the new file is added below and at the same level
as the selected file. When you select a folder and add a file, the new file is added at the end of the files
in the folder.

A. Select One.fm and add Four.fm. B. Select Folder1 and add A.fm.

508
NOTE: If a file is already present in a book, you cannot add it again within a folder.

Book Groups
You can create groups in a book file. Like folders, groups are also logical containers in a book file; they do
not exist on the disk. The difference between a group and a folder is that a group does not change the
hierarchy of the files within it. Also you cannot set up numbering styles for a group.
For example, the chapter number increments sequentially if the chapter is in a group. For files organized
under a folder, the chapter number remains the same but the section number can increment sequen-
tially. You cannot explicitly change the chapter number for files in a folder as the files inherit this property
from the folder.

Rename a book group or book folder


To rename a book group, do the following:
1) Right-click the book group and select Rename.
2) Type a new group name and press Return.
To rename a book folder, do the following:
1) Right-click the folder and select Properties.
2) Type a new folder name in the Title box. Click Set.

Associate a template with a book folder


Associate a template with a folder to publish a cover page for the files in the folder. Any template asso-
ciated with a folder is published like any other file in a book. Use the <$chaptertitlename> variable
to include the folder name in the template associated with the folder. You can use this variable for a
folder occurring at any level in a book.
To associate a template with a book folder, do the following:
1) Right-click the folder and select Properties.
2) Select the Template Path check box, browse, and select the template filename. Click Open.

509
3) Click Set. The folder icon changes to indicate that a template is associated with the folder.
NOTE: A template associated with a folder is published in a PDF like any other file in a book.

To open a template associated with a folder, right-click on the folder and select Open. This opens all the
files under the folder including the template file.

Add file information for a book folder template


You can specify file information, such as author name, file title, keywords for a template associated with
a folder.
To add file information for a book folder template, do the following:
1) Right-click the folder that has a template associated with it and select File Info.
2) Specify the file information.
3) Click Set.

510
Document and page numbering
Learn about document and page numbering in Adobe FrameMaker, set up numbering, learn about book
component numbers, and include book component numbers in headers and footers.

About numbering
Each file in a book can have its numbering system. For example, you might start page numbering at i on
the title page, at 1 in the first chapter, and then number continuously through subsequent chapters. You
can also add volume, chapter, section, and subsection numbers to page numbers. For example, the
chapter number 2 in page number 2-1. All body pages in a document have the same numbering style.
The numbering properties in the book override the numbering properties in documents that belong to
the book. If you are setting up page numbering in a book, make sure to change the numbering properties
by selecting documents in the book window instead of making changes in the individual documents.
You can change volume, chapter, section, subsection, page, paragraph, footnote, and table footnote
numbering in your documents.
You can add Volume Number, Chapter Number, Section Number, Sub Section Number, and Current Page
# variables to page headers and footers. You can also use the <$volnum>, <$chapnum>,
<$sectionnum>, <$subsectionnum>, and <$pagenum> building blocks to cross-reference
formats, paragraph auto numbers, or generated files.

Numbering for files in a folder


The folder level of a file in a book determines the numbering of files within a book folder. For a file inside
a first-level folder, the chapter number is inherited from the parent book and cannot be edited. You can
only set the section number for the files. For a file in a first-level folder, the Chapter tab is disabled in the
Numbering Properties dialog box.
Similarly, a file within a second-level folder inherits the chapter and section numbers, but you can set the
subsection numbers.

Numbering for files in a child book


The level at which a child book is included in a book determines the numbering settings of its documents.
For example, all files in a child book at the first level inherit the chapter number from the parent book.
The section numbers increment for each file in the child book.
NOTE: Generated files, such as the TOC or an Index file for a parent book having child books do not reflect
any custom numbering settings on the child book. For example, the TOC of the parent book shows
Numeric [14] page numbers even when the numbering for files in the child book is set to Roman [XIV].

Set up numbering
1) If the document is part of a book, open the book and select the document in the book window.
2) Choose Format > Document > Numbering.
3) Select an option from the drop-down list.
4) Set the options.

511
NOTE: If a book window was active when you opened the dialog box, you can select Read From File,
which uses the numbering value specified in the associated document. If you selected more than
one file in the book window, you can select As Is to use the numbering values specified in the
selected documents.
5) Click Set.

Include book component numbers in cross-references


1) Create a cross-reference format that includes the volume, chapter, section, or sub section number
building block. The cross-reference format might look like this: See page
<$chapnum><$sectionnum><$subsectionnum><$pagenum>.
TIP: To keep the chapter number on the same line as the page number, use a nonbreaking hyphen
in the cross-reference format.

Include book component numbers in headers and footers


To number pages by chapter, you can use a Chapter Number (or Volume Number) variable or a running
header/footer variable for the chapter numbers. You can also use Section Number or Sub Section
Number variables. The numbers are updated automatically whenever you update the book.
1) Display the master page that contains the header or footer.
2) Place the insertion point in the header or footer where you want to add numbering and
double-click the variable you want to add from the Variables panel.
3) Insert the appropriate punctuation, such as a hyphen or period.
4) To add page numbering, choose Insert > Headers & Footers > Insert Page #.
The header or footer should look like this on a body page:

A. Chapter number variable (<$chapnum>) B. Current Page # variable

Include the total page count of a book in a header or footer


You may want a header or footer to show the total number of pages of a book—for example, 4 of 200 on
page 4 of a 200-page book.
When you insert the page count in a file’s header or footer with the Page Count variable, the header or
footer shows the number of pages in that file, not in the entire book. To show the number of pages in a
book, you can use a cross-reference to a special paragraph you create.
1) Set up the files in the book for continuous page numbering.
2) Display the master page for the last page of the last file in the book, and place the insertion point
in an otherwise empty paragraph of the header or footer.
3) Insert the Page Count variable by choosing Insert > Headers & Footers > Insert Page Count.

512
Figure 1: Page Count variable in a separate paragraph
4) Create a paragraph style for the paragraph with the page count and store it in the Paragraph
Catalog. Having a unique format for this paragraph makes it easier to cross-reference it later.
5) If you don’t want the page count to appear where you put it, either resize the text frame, so the
page count is hidden or set the paragraph’s color to white.
6) In the other files in the book, insert cross-references to the paragraph with the page count on the
master pages in the header or footer. The cross-reference format should use the <$paratext>
building block.

Total page numbers in a book


You also have a simple and more efficient way to quickly show the total number of pages in a book. To
show the number of pages in a book, you can use the Book Page Count variable.
1) Open the master page by choosing View > Master pages.
2) Place the insertion point in the footer where you want the total number of pages to appear.
3) Insert the Total Page Count variable by choosing Insert> Variable > Book Page Count.
4) In the book window, choose Edit > Update Book, or click the Update Book icon .

513
The total number of pages is updated in the book.
RELATED LINKS:
Set up numbering

514
Change and import formats
Learn how to modify and import styles and element definitions in Adobe FrameMaker.
In this topic
• Introduction
• Import styles into a book
• Import element definitions into structured books

Introduction
In Adobe FrameMaker, you can make style and element definition changes in one file and then update
all the files in a book by importing the definitions from the updated file.
To change the definitions in only a subset of files in a book, you can select the files in the book window
and then import the definitions to the selected files.
IMPORTANT: The formatting rules in element definitions often specify overrides so that a file can use as
few styles as possible. Normally, when importing styles into a structured book, you should not remove
format overrides.
FrameMaker merges the new definitions into the document rather than replacing the existing informa-
tion.
If a file isn’t open, it’s updated on the disk. If a file is open, it’s updated only in your computer’s memory
and not on the disk. You must save the file to keep the changes.

Import styles into a book


1) Open or create the file that contains the styles you want to use. If you have just created the file,
save the file first before using it as a source for importing styles.
2) In the book window, select the file or files you want to change and then choose File > Import >
Formats.
3) From the Import From Document drop-down list, select the file or template with the styles you
want to import.
4) Select the settings you want to import and update. If you’re updating cross-reference styles, math
definitions, or variable definitions that use character styles, also select Character Styles.
5) If you want to remove formatting changes you made but didn’t save as a style in the style catalog,
do the following:
– To remove page breaks that are not part of a paragraph style, select Manual Page Breaks.
– To remove paragraph, character, page layout, and table formatting overrides, select Other
Format/Layout Overrides.
In most cases, you should not select Other Format/Layout Overrides in a structured book because
the element definitions may use format overrides. However, you can select Other Format/Layout
Overrides in an unstructured book without any repercussions.
6) Click Import.

515
Import element definitions into structured books
The definitions are stored in the Elements catalog for the book and the other files. You may need to
import element definitions in the following cases:
• To add structure to an unstructured book. After importing the definitions, you can insert elements
in the book file.
• To update the element definitions in a book or its files. You need to update definitions whenever
the application developer revises the definitions in your template.
• To give a book and all its files the same element definitions. You might want to update a book if its
files were created from different templates.
When you import element definitions into a book, FrameMaker replaces the definitions in the book and
all its files with the new definitions and reapplies format rules from the definitions. It also validates the
book file.
1) Open the book you want to update and the template, document, or book with the definitions to
import.
2) In the book window, select the files into which you want to import element definitions, and choose
File > Import > Element Definitions.
3) Choose the template or document from the Import From Document drop-down list. The menu lists
all open, saved documents and books.
4) To remove format rule overrides in the files, select While Updating, Remove Format Rule Over-
rides. Use this setting if you have made text or paragraph formatting changes to elements and now
want to return to the formatting described in the element definitions.
5) Click Import. FrameMaker updates the element definitions in the book file and the files listed in the
Update scroll list.
RELATED LINKS:
Formatting overrides

516
Master Table of Contents/Master Index
See how you can setup a book file to create a master TOC or index in Adobe FrameMaker.
When you produce several related books, you may want to create a master table of contents (TOC) or
index for the books.
1) Create a book file that contains the files in all the books in order.
If you’re adding files that were generated in the original books, add them to the new book as docu-
ment files. If you need to update those generated files, do so from their original book file, not from
the master book file.
2) Add a table of contents, an index, or other generated file to the new book file. This generated file
will be the master file.
3) Using the Book panel, specify how volume, chapter, and page numbers for each document should
appear in the master generated file.
NOTE: When you update the book, the book’s numbering options will override the document’s
numbering options, unless you select Read From File.
4) Using the book window, specify the appropriate pagination and page layout options.
5) Generate and update the file.
RELATED LINKS:
Tables of contents and other lists
Document and page numbering
Page layouts

517
GENERATE AND UPDATE BOOKS

Generate and update books


Understand how to generate and update books in Adobe FrameMaker.
After setting up a book in Adobe FrameMaker and specifying page and paragraph numbering for each file
in the book, you need to generate and update the files. Although you generate and update in one step,
the two processes are different.
Generating creates the table of contents, other generated lists, and indexes in the book file. The first time
you generate a list or index, it uses the page layout (master pages) and reference pages of the first
non-generated document in the book file.
Updating corrects numbering, revises cross-references so they reflect the numbering, reimports text
insets, and adds or deletes empty pages where required. For structured documents it also revises the
book’s elements from information in the files and reapplies format rules from the book’s element defi-
nitions.
Be sure to generate and update a book whenever you make any of the following changes to a document
or a book file:
• Editing that affects pagination, such as content addition
• Rearranging, adding, excluding, or removing files in the book
• Changing text settings or indicators
• Editing that affects a generated file, such as changing a chapter title or adding a Section element in
a structured document
• Changing the setup of documents or generated files
• Changing formatting information in the special text flow on a reference page of a generated file
• Adding a new color (so that color separations will be accurate)
• Importing new or revised element definitions (structured documents)
• Changing the highest-level element in one of the book’s files (structured documents)

Update a book
See how to update a book in Adobe FrameMaker, update various properties.
1) In the book window, choose Edit > Update Book, or click the Update Book icon .
2) Select whether you want to update numbering, cross-references, text insets, or generated files,
such as tables of contents and indexes.
3) Move the names of the files you want to generate to the Generate scroll list.
To move a filename between scroll lists, select the filename and click an arrow or double-click the
filename. To move all filenames from one scroll list to the other, Shift-click an arrow.
NOTE: If no files are present, the book has no generated files. If no files appear in the lists—or if you
move all the files to the Don’t Generate list—you should still continue to the next step to update
the book’s pagination, numbering, text insets, and cross-references.
4) Click Update.

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GENERATE AND UPDATE BOOKS

5) Save the open files to keep the changes. Open files are updated only in your computer’s memory
and not on the disk. If a file isn’t open, the changes are made on the disk—even if the file is in the
View Only format.

Update a book with child books and XML files


Know how to update a book with child books and XML files in Adobe FrameMaker.
When you update a parent book, child book files are not automatically updated. To update the
numbering and cross-reference information in child book files, make sure all child book files are open
before you update the parent book. Updates to the child book files are not saved and you are prompted
to save changes when you close them.
Similarly, if an XML file is already open, FrameMaker updates the numbering but does not save the
changes. Therefore, when you close the XML file you may be prompted to save changes.
Generated files, such as table of contents or index files from the child book are not included in the
published output. This is because the generated files in the parent book contain information for the child
book files as well. Also run book-wide operations separately for each book.

Update a structured book


Learn how to update a structured book in Adobe FrameMaker.
Before you update a structured book the first time, each file in the book is represented by an element
called <BOOK-COMPONENT>. When you update, the element for each structured file changes to the
element of the highest-level element in that file—typically an element such as <topic> or <chapter>
that describes the file as a whole. If a file has more than one flow, the element comes from the
highest-level element in flow A.
The elements for any unstructured files in the book are still called <BOOK-COMPONENT>. To change
<BOOK-COMPONENT> to an element, add structure to the files and then generate and update again.

Remove inherited information from structured files


Find out how you can remove inherited information from structured files in an Adobe FrameMaker book.
When you generate and update a book, the files in the book inherit structure information from the book
file. A file’s Elements catalog may have inclusions and exclusions from the book, and other inherited
information in the file may affect the formatting of its text elements.
If you delete a file from a book to use the file as a stand-alone document, reapply the file’s element defi-
nitions to remove any structure information that came from the book. If the file’s text formatting was
affected by this structure information, reapplying the definitions also restores the file’s original format-
ting.
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) In the file, choose File > Import > Element Definitions.

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GENERATE AND UPDATE BOOKS

3) Leave the Import from Document drop-down list set to Current and select While Updating:
Remove Information Inherited from Book. Click Import.

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TABLES OF CONTENTS AND OTHER LISTS

Tables of contents and other lists


Know what is a generate file in Adobe FrameMaker and the types of lists that you can generate with
FrameMaker.

Introduction
A generated file is a file Adobe FrameMaker creates by extracting paragraphs or marker text from a single
source document or from several documents in a book. Each time a generated file is updated, all para-
graphs and marker text is updated with the current text from the source documents. This way,
FrameMaker keeps generated files, such as tables of contents and indexes current and accurate.
You can generate several types of lists and indexes in addition to a table of contents and standard index.
For example, you can generate lists and indexes that contain text from paragraphs or from markers that
you inserted in text. The result may be a table of contents based on heading paragraphs, a list of illustra-
tions based on figure titles, or an index based on special author markers. Most lists and indexes fall into
three categories: lists of paragraphs (or elements in structured documents), lists of markers, and indexes
of markers. A fourth category, lists, and indexes of references, is used less often.

About tables of contents and other lists


Learn about the table of contents and various other generated lists in Adobe FrameMaker.
In this topic
• Introduction
• Lists of paragraphs
• Lists of markers
• Indexes of markers
• Lists and indexes of references

Introduction
In Adobe FrameMaker, tables of contents (TOCs), lists of figures, and other such lists are generated from
the text of specified paragraphs in a set of documents. An index is generated from markers you insert in
documents.
A table of contents or other generated list is based on the content of its source. The source can be either
a single document or a group of documents in a book. In most cases, you must prepare the source docu-
ments to get the results you want.

Lists of paragraphs
Lists of paragraphs contain the text of specified paragraphs (those with the styles you specify), with one
entry per paragraph (or elements in structured documents). You can generate the following lists of para-
graphs (or elements in structured documents):

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TABLES OF CONTENTS AND OTHER LISTS

• Tables of contents, which contain headings of specified levels, listed in the order in which they
occur in the source documents
• Lists of figures, tables, or paragraphs (or elements), which contain figure captions, table titles, or
the text of other specified paragraphs, listed in the order they occur in the source documents
• Alphabetical lists of paragraphs (or elements), which contain the same information as the other
lists but present them in alphabetical order
NOTE: Tables of contents and lists support the Unicode text encoding standard.

Lists of markers
Lists of markers contain entries corresponding to the markers inserted on body pages in the source docu-
ment. The markers are manually inserted on body pages in the source document (normally as marker
elements in structured documents), and the marker text appears in the generated list. For example, you
could create a list of reviewers’ comments on a draft by generating a list of markers of type Comment. In
a standard list of markers, entries appear in the order that they occur in the source document or book.
You can also generate alphabetical lists of markers.

Indexes of markers
Indexes of markers include standard indexes, author and subject indexes, and indexes of other types of
markers. The markers are manually inserted on body pages in the source document, and the marker text
appears in the index. You can use syntax (building blocks) in the marker text to specify index levels and
special page numbering, sorting, and formatting. Entries are sorted alphabetically, and entries with the
same text are merged into a single entry with several page references.

Figure 1: An index of Cross-Ref markers

Lists and indexes of references


Lists and indexes of references help you track special categories of information. You can generate lists
and indexes of condition tags, external cross-references, unresolved cross-references, fonts, text insets,
unresolved text insets, and imported graphics.

Generate a table of contents or list


See how to generate a table of contents or a list of book and TOC for a single Adobe FrameMaker docu-
ment. Know how to generate various other lists in structured documents and add a title or other static
text in Adobe FrameMaker.
Before you generate a table of contents or other paragraph list, do the following to avoid problems in
generated lists:

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TABLES OF CONTENTS AND OTHER LISTS

• Make sure that styles and elements are applied correctly and consistently. For example, use Head-
ing1 for all first-level headings only.
• Make each item you want to include in the list a single paragraph. For example, you won’t get the
desired results if a heading is two lines, with each line in a separate paragraph.
• Validate structured documents to make sure that they do not have structure errors.
NOTE: You usually generate a list of references—such as a list of fonts or unresolved cross-references—for
your own use while working with a document. You do not need to prepare the document before gener-
ating such a list.

Generate a table of contents or list for a book


1) Open the book window and select the file below where you want the generated file to appear.
2) Do one of the following:
– Choose Insert > Create Standalone TOC.
– Choose Insert > List of, and then choose a type of list from the menu
The items you see in the dialog box depend on the type of list you’re generating.
3) Enter a suffix or keep the default one. The suffix indicates the type of generated file. For example,
TOC is the usual suffix for a table of contents.
NOTE: The suffix is not the same as the filename’s extension. The suffix is used with paragraph styles
in the generated lists, and appears as part of the generated file’s filename, such as UserGui-
deTOC.fm.
4) In the set up dialog box, Add File drop-down list, specify whether the generated list will appear
before or after the current document.
5) Move items to the Include scroll list. To move an item between scroll lists, select the item and click
an arrow, or double-click the item. To move all items from one scroll list to the other, hold down
Shift and click an arrow.
6) To have each entry in the generated list be linked to its source, select Create Hypertext Links. These
links let you jump to the source of an entry by clicking the entry.
7) Click OK and then click Update. FrameMaker generates the list. You can view the generated list by
double-clicking its name in the book window.
8) Save the generated list in the same folder as the source document or book. If you want to rename
the generated file, use the book window to do so—FrameMaker will rename it on the disk and
update all references.
The first time you generate a list (if you don’t use a template), the list uses the page layout (master
pages) of the first non-generated document in the book, and all entries look the same.
If the list already exists in the source document’s folder when you save it, save it in the same folder
and don’t change the filename. That way, the list’s formatting is used when you generate the list
again. Otherwise, formatting changes won’t be retained when you update the list.
TIP: To use a template or an existing generated file in a new book file, add it to the book as a gener-
ated file. Then put the existing file in the folder that contains the book file, using the name that
appears in the book window.

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TABLES OF CONTENTS AND OTHER LISTS

9) Save any open files in the book. Open files are updated only in your computer’s memory and not
on the disk. If a file isn’t open, the changes are made on the disk.
RELATED LINKS:
Formatting lists and indexes

Generate a table of contents or list for a single document


1) Open the document wherein you want to insert the TOC or list.
2) In the document window, do one of the following:
– Choose Insert > Table of Contents > Create Standalone TOC.
– Choose Insert > List of, and then choose a type of list from the menu
3) When prompted, specify whether you want to create the generated file as a standalone document
or add it to a book.
If you select Yes to create a standalone document, FrameMaker will create a generated list in the
original document’s folder.
If you select No, FrameMaker adds the generated file to an open book, or creates a new book if nec-
essary.
4) The set up dialog box for the TOC or the chosen list is displayed. Specify the following details in the
dialog box:

Figure 2: Set up Table of Contents dialog box


• Enter a suffix or keep the default one. The suffix indicates the type of generated file. For
example, TOC is the usual suffix for a table of contents.
NOTE: The suffix is not the same as the filename’s extension. The suffix is used with paragraph styles
in the generated lists, and appears as part of the generated file’s filename, such as Chap-
ter1TOC.fm.
• Move paragraph styles, marker types, or reference types to the Include scroll list. To move an
item between scroll lists, select the item and click an arrow, or double-click the item. To move
all items from one scroll list to the other, hold down Shift and click an arrow.

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TABLES OF CONTENTS AND OTHER LISTS

• To have each entry in the generated list be linked to its source, select Create Hypertext Links.
These links let you jump to the source of an entry by clicking the entry.
5) Depending on your selection in Step 3, do one of the following:
– If you are creating a standalone list (when the choice is Yes in Step 3), click OK. FrameMaker
generates and displays the list.
– If you are adding the list to a book (when the choice is No in Step 3), click OK, and then click
Update. If a new book is created, choose File > Save Book As, and then save the book.
6) Save the generated list in the same folder as the source document or book.
The first time you generate a list (if you don’t use a template), the list uses the page layout (master
pages) of the source document or of the first non-generated document in the book, and all entries
look the same. For information on changing the format of a list—changes that won’t be lost when
you regenerate the list.
7) Save the list in the same folder as the source document or book.
RELATED LINKS:
Formatting lists and indexes
Rename book components in a book

Generating TOCs and other lists in structured documents


Although the steps for generating TOCs and lists in structured documents are the same as for unstruc-
tured documents, consider the following additional points:
• A generated list is initially unstructured, but you can add structure to it. If a generated list is struc-
tured, you’ll lose the structure every time you regenerate it. Do not add structure to a list until it is
in its final version.
• The items in the scroll lists vary depending on the type of list you’re gathering. For example, the
element and paragraph styles in the source document appear for a table of contents. Paragraph
styles appear after element styles and are preceded by a paragraph symbol (¶). For a list of refer-
ences, the available reference types appear.
• Some elements may have context labels that provide information about the element’s location in
the structure. For example, if <Section> elements can be nested within other <Section>
elements, context labels might identify whether the elements are first-, second-, or third-level
sections.

Figure 3: Context labels


• If an element uses context labels, a <no label> entry also appears in the scroll list for occurrences
not described by the labels. In the example above, Section (<no label>) represents <Section>
elements that are at a fourth level or lower in the document.

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TABLES OF CONTENTS AND OTHER LISTS

• If an element has more than one paragraph, only text from the first paragraph will appear in the
generated list. For example, the first paragraph within a <Section> element—usually its
Head—will appear.
• The first time you generate a list (if you don’t use a template), it uses the page layout (master pages)
of the first non-generated document in the book, and all entries look the same. The list also has
element definitions from the source document.
RELATED LINKS:
Generate indexes

Add a title or other static text to lists and indexes


If you want to add a title or other unchanging text in your list or index, add it after you generate the list
or index the first time.
You can also add static text to a template and then use the template to format a list or index.
1) Type the title before the first entry on a body page.
2) Use the Paragraph Catalog to give the text a special paragraph style for static text; or create a new
paragraph style for the title.
3) If you create a new paragraph style, make sure it does not end with the suffix assigned when you
created the generated file, such as IX for a standard index or TOC for a table of contents. When you
generate the index again, FrameMaker replaces only the paragraphs that have styles ending with
the suffix.
RELATED LINKS:
Format a list or index with a template

Generate a miniature table of contents


Know what a mini TOC is in Adobe FrameMaker. Learn how to create, update or delete a mini TOC in
FrameMaker.
In this topic
• Introduction
• Create mini TOC
• Update mini TOC
• Delete mini TOC

Introduction
FrameMaker allows you to add a miniature table of contents (mini TOC) at a document level. This feature
is currently supported for unstructured documents only. A mini TOC improves the readability and eases
the navigation in a long document. The mini TOC feature eliminates the old manual technique of adding
cross-references of each heading in your document to mimic a mini TOC. With this feature you can auto-
matically create, sort, and insert a mini TOC at a specified location in your document.

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TABLES OF CONTENTS AND OTHER LISTS

You can change the formatting and style of a mini TOC in the same way as you would do for a regular
TOC. For more information about formatting the mini TOC, see Update mini TOC. Once a mini TOC is
included in a document, you can publish it in all supported output formats.
If you are working in a right-to-left (RTL) document, then the direction of the mini TOC is based on the
direction of the document (Format > Document > Direction). This implies that even if all the content in
a document is based in a left-to-right (LTR) language, but the direction of the document is RTL, the direc-
tion of the mini TOC will also be RTL.

Create mini TOC


1) Open the document in which you want to insert a mini TOC.
2) Click where you want to insert the mini TOC.
3) Choose Insert > Table of Contents > Create Mini TOC.
4) Move paragraph styles to the Include scroll list. To move an item between scroll lists, select the
item and click an arrow, or double-click the item. To move all items from one scroll list to the other,
Shift-click an arrow.
5) To have each entry in the generated list be linked to its source, select Create Hypertext Links. These
links let you jump to the source of an entry by clicking the entry.
6) Click Set.
A new mini TOC is created and placed in your document. Once you save the document, FrameMaker
creates new paragraph styles with suffix MTOC for all paragraph styles that were used to make up
the mini TOC. Also, a new reference page (MTOC) is added in the document.

Update mini TOC


If you update a heading or change the formatting of the mini TOC from the reference page, the change
is not reflected until you save or print the document, or manually update the mini TOC.
1) Make changes to the headings in your document.
2) Right-click on the mini TOC and select Update Mini TOC from the context menu.
NOTE: You can also choose Insert > Table of Contents > Update Mini TOC.
3) Click OK on the alert message.
NOTE: If you want to change the headings that make up your mini TOC, then delete the existing mini TOC
and recreate a mini TOC.
If you want to update mini TOCs in all documents within a book, you can do so with a single click.
1) Open the book window and select the book file.
2) Choose Edit > Update Book.

527
TABLES OF CONTENTS AND OTHER LISTS

Figure 4: Update Book dialog


3) Select the Mini TOC option.
4) Click Update.
With this single book update operation, mini TOCs present in all document within the book are updated.
You can also update the look and feel of the mini TOC by changing the paragraph styles used to generate
the mini TOC. You can simply open the paragraph style (with MTOC suffix) in the paragraph designer,
make the required changes, and update the paragraph style definition. You can also use the reference
page (MTOC) to make the required changes.
If you do not want the page numbers in the mini TOC, then you can use any one of the following two
approaches:
• Remove page numbers from all output formats
Open the reference page and remove all occurrences of <$pagenum> variable from the MTOC
page. Once you have removed the variable, save the document and update the mini TOC. The page
numbers would not be shown in the source document as well as in any published output.
• Remove page numbers from output formats supported by Publish panel
Create a new character style and apply it on all occurrences of <$pagenum> variable in the MTOC
page. Open the Publish Settings (in Publish panel > Settings > Edit Settings), open the Style Map-
ping tab, and select the character style from the list. Enable the Exclude From Output option for the
character style that you have applied on the <$pagenum> variable. The page numbers would be
visible in the source document, but they will not be published in any output format supported by the
Publish panel.
For more information about the various output formats supported by Publish panel, see Multichannel
publishing.

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TABLES OF CONTENTS AND OTHER LISTS

Delete mini TOC


To delete a mini TOC, right-click on the mini TOC and select Delete Mini TOC from the context menu.
Alternatively, choose Insert > Table of Contents > Delete Mini TOC to delete the mini TOC.

Embed TOCs in a document


See how to embed TOC’s in a document by using cross-reference or as a text inset in Adobe FrameMaker.
In this topic
• Introduction
• Create a TOC in a document with cross-references
• Create a TOC in a structured document with cross-references
• Embed a TOC in a document as a text inset
• Maintain a TOC embedded in a document

Introduction
If you want a small table of contents embedded at the beginning of the source document instead of in a
file of its own, you can set up the table of contents with cross-references. A special cross-reference
element should already be defined for structured documents.

Figure 5: A TOC embedded at the start of a document


FrameMaker does not automatically maintain this type of table of contents. If you change the order of
references or delete a heading while editing the document, you’ll need to rearrange the entries or delete
an entry in the table of contents yourself.
You can also generate a separate table of contents and then import the generated file by reference at
the beginning of the source document. In this case, the text inset with the table of contents is automat-
ically updated when the table of contents changes.

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TABLES OF CONTENTS AND OTHER LISTS

Create a TOC in a document with cross-references


To embed a TOC in a document with cross-references:
1) Create a cross-reference style that formats text the way you want the table of contents entries to
look. Typically, this style would contain the <$paratext> and <$pagenum> building blocks.
2) At the start of the document, set up a cross-reference to each paragraph you want to appear in the
table of contents. Use the cross-reference style you created in the previous step.

Create a TOC in a structured document with cross-references


For each item you want to appear in the table of contents, insert a cross-reference element. The docu-
ment may also have paragraph elements defined for formatting. See your application developer for
information.
NOTE: Make sure that the sequence of entries in the table of contents reflects the sequence of source
elements in the document. This isn’t automatic as it is with a generated table of contents.

Embed a TOC in a document as a text inset


To embed a TOC in a document as a text inset:
1) Generate a table of contents.
2) Import the table of contents into a document.

Maintain a TOC embedded in a document


To maintain a TOC embedded in a document, do the following:
• If you change the order of paragraphs or source elements while editing the document, rearrange
the cross-references to be in the same order. Then update the cross-references.
• If you delete a paragraph or source element, delete the cross-reference to it.

Update and edit TOCs and lists


Learn how to update and edit TOCs and lists in Adobe FrameMaker, see how to add or remove paragraph
styles from a TOC, find and update list entries in FrameMaker.
In this topic
• Introduction
• Update a TOC or list that is part of a book
• Add or remove paragraph styles from a TOC or list that is part of a book
• Update a TOC or list that is a stand-alone document
• Find the source of list entries
• Find and select a paragraph by using Find/Change
• Edit and delete list entries

530
TABLES OF CONTENTS AND OTHER LISTS

Introduction
You update entries in a list by editing their corresponding paragraphs or markers in the source document
and then regenerating the list. If you edit entries by typing directly in the list, your changes will disappear
when you regenerate it.
For example, if you fix a typing error directly in a table of contents, that error will reemerge the next time
you generate because it still exists in the source paragraph. To permanently fix an error, you must correct
it by changing the paragraph or marker text in the source document and then regenerating the list.
IMPORTANT: If a generated list is structured, you’ll lose the structure every time you regenerate it. Do not
add structure to a list until it is in its final version.

Update a TOC or list that is part of a book


To update a TOC or list that is part of a book:
1) Make changes to the source documents as needed.
2) In the book window, choose Edit > Update Book.
3) Move the lists you want to update to the Generate scroll list, make sure Generate Table Of
Contents, Lists, and Indexes is selected.
4) Click Update.

Add or remove paragraph styles from a TOC or list that is part of a book
1) Select the generated file (such as the table of contents) in the book window.
2) Choose Edit > Set Up Table Of Contents or Set Up List of type.
3) Move items between the list boxes as desired.
4) Click Set.
5) Click Update.

Update a TOC or list that is a stand-alone document


To update a TOC or list that is a stand-alone document:
1) Make changes to the source document as needed.
2) In the source document, choose Insert > Table Of Contents. When prompted to create a stand-
alone document, select Yes.
3) Move items between the list boxes as desired.
4) Click Set.

Find the source of list entries


When you need to revise an entry, you trace the entry back to the corresponding paragraph or element
in the source document.
1) If you did not select Create Hypertext Links when you generated the list or index, select it now and
regenerate the list.
2) In the generated list, alt-control-click an entry in a list.

531
TABLES OF CONTENTS AND OTHER LISTS

FrameMaker opens the source document to the page that contains the corresponding paragraph and
selects it. If the element is a marker, the marker text appears in the Marker panel.

Find and select a paragraph by using Find/Change


To find and select a paragraph by using Find/Change:
1) If you’re revising a marker element in a structured document, choose View > Panels > Marker so
you can see the marker text.
2) In the source document (not in the generated list), choose Edit > Find/Change.
3) Select Paragraph Style (unstructured documents) or Element (structured documents) from the
Find drop-down list. Enter the style or element you want to find, and then click Find.
WARNING: When a marker element is selected, the marker text appears in the Marker panel. Don’t click
Change in the Find/Change dialog box to change the marker text. If you do, FrameMaker replaces the
marker itself. Instead, change the text in the Marker panel, and then click Edit Marker.

Edit and delete list entries


To edit and delete list entries:
1) In an unstructured document, edit or delete the paragraph text.
2) In a structured document, select the element, and do either of the following:
– Change the text in the Marker panel. Click Edit Marker.
– Press Delete.

532
CREATING INDEXES

Creating indexes
Learn about creating index entries, inserting index markers and marker elements, create index suben-
tries (multi-level indexes) and add cross-references and page ranges for index entries in Adobe
FrameMaker.

Index entries
Understand index markers in Adobe FrameMaker.
In a typical index, entries are generated from markers and are sorted alphabetically. Entries with the
same text are merged into a single entry with several page references. You can add special building
blocks to marker text to control the form of the index entry—for example, to specify that it’s a sub-entry
or a cross-reference to another entry.

Figure 1: Index entries


A. Main entry B. Subentries C. Cross-reference to another entry D. Page range
You can also create specialized indexes by using predefined marker types such as Subject or Author, or
by using other marker types that you create.

Figure 2: Index marker placed in the source document, and the formatted entry appearing in the index

Insert an index marker in a FrameMaker document


Know how to insert an index marker in a Adobe FrameMaker document.

533
CREATING INDEXES

To create an index marker in a FrameMaker document:


1) Click where you want to insert the marker or select the word that you want to include in the Index
marker.
2) Choose Insert > Marker.
3) Choose a marker type from the drop-down list. Typically, you’ll use the Index marker type. To
create several indexes for a document—for example, a subject index and an author index—use a
different marker type for each.
4) Enter the text of the index entry in the Marker panel. You can enter up to 1,023 characters (511
Japanese double-byte characters). You can also use any of the following building blocks in marker
text to control the form of the index entry and its location in the index.

Building block Meaning

: (colon) Separates levels in an entry


; (semicolon) Separates entries in a marker
[ ] (brackets) Specifies a special sort order for the entry
<$startrange> Indicates the beginning of a page range
<$endrange> Indicates the end of a page range
<$nopage> Suppresses the page number in the entry
<$singlepage> In a marker that contains several entries, restores the
page number for an entry that follows a <$nopage>
building block
< > Character style between angle brackets.
Changes the character style.
Example: <Emphasis>
<Default Para Font> Restores the paragraph’s default font

If you’re working in Japanese fonts, enter all these building blocks except the brackets ([ ]) using
single-byte characters.
5) Click Create. A marker symbol appears when text symbols are visible.
TIP: To enter a backslash or any other reserved special character used in building blocks—colon, semi-
colon, bracket, or angle bracket—as regular characters, precede it with a backslash (\).
NOTE: You can insert markers only in text frames.

Insert an index marker element in a structured FrameMaker document


Know how to insert an index marker in a structured Adobe FrameMaker document.

534
CREATING INDEXES

To create an index marker in a structured document:


1) Click where you want to insert the marker or select the word that you want to include in the Index
marker.
2) Select a marker element in the Elements catalog. Click Insert.
You can also use Insert > Marker to insert an element. If more than one marker element is available,
choose the one you want from the Element Tag drop-down list in the dialog box.
3) To change the marker type, select a different one from the Marker Type drop-down list. Changing
to another type is not a format rule override, even if the element has a type preselected.
Consult your Structured Application developer before changing a marker type. Your document may
have a separate element defined for each marker type you’ll need.
You can generate an index from the predefined Index, Subject, and Author marker types. Some cus-
tom types may also be available.
4) Type the text of the index entry. You can enter up to 1,023 characters (511 Japanese double-byte
characters). You can also use any of the following building blocks in marker text to control the form
of the index entry and its location in the index.

Building block Meaning


: (colon) Separates levels in an entry
; (semicolon) Separates entries in a marker
[ ] (brackets) Specifies a special sort order for the entry
<$startrange> Indicates the beginning of a page range
<$endrange> Indicates the end of a page range
<$nopage> Suppresses the page number in the entry
<$singlepage> Restores the page number for an entry that follows a
<$nopage> building block in a marker that contains several
entries
< > Character style between angle brackets
Changes the character style.
Example: <Emphasis>)
<Default Para Font> Restores the paragraph’s default font

NOTE: To enter a backslash or any of the special characters used in these building blocks—bracket,
colon, semicolon, or angle bracket—as a regular character, precede it with a backslash (\).
5) Click New Marker. If text symbols are displayed, a marker symbol appears in the document
window. A bubble for the marker appears in the Structure View, with a text snippet that shows the
beginning of the marker’s text.
6) If the Attributes for New Element dialog box appears, enter attribute values for the marker element.
Click Insert Element.

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CREATING INDEXES

7) If no marker element is available at the location you want, you might use an invalid element. After
inserting the element, talk to your developer about making the element valid at this location.
TIP: To enter a backslash or any other reserved special character used in building blocks—colon, semi-
colon, bracket, or angle bracket—as regular characters, precede it with a backslash (\).
NOTE: You can insert markers only in text frames.

Insert an index marker without typing


Know how to create index markers fast and easy in Adobe FrameMaker.
To reduce or eliminate typing when creating index markers, do one of the following:
• Insert an empty marker or marker element (with no text in it) at the beginning of the word. When
you generate the index, the text to the right of the marker, up to the first following space, becomes
the text of an entry.
• To use text that appears in the document as the marker text, simply select the text in the document.
As long as the selected word or phrase doesn’t contain a marker, it automatically appears in the
Marker Text box.

Combine several index entries in one marker


Know how to combine several index subentry in one index marker in Adobe FrameMaker.
You can combine multiple index entries in one index marker.
Type several entries in the marker, using a semicolon (;) between entries, as in the following examples.

Marker text Result in index

Abrasion; Water erosion Abrasion 10


Water erosion 10
<$nopage>Erosion. See Abrasion; Abrasion 10
<$singlepage>Abrasion Erosion. See Abrasion

In the second row of the example, the <$nopage> building block affects subsequent entries in the
marker. To return to a single page number, <$singlepage> is included with the next entry in the
marker.
TIP: You can type any number of spaces after the semicolon to improve readability. Initial spaces are
ignored when compiling the index unless they’re special ones such as nonbreaking or em spaces.
NOTE: If you’re working in Japanese fonts, only single-byte space characters are ignored.

Create an index subentry


Know how to an index subentry in Adobe FrameMaker.

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CREATING INDEXES

You can group several entries under one entry for a larger category of information by marking them as
subentries. You can also create subentries to subentries.

Figure 3: Subentries
Separate the entry from the subentry with a colon (:). For example, to create the first subentry in the
illustration, enter Continental drift:fossil evidence.
A subentry is always preceded by the entry to which it is subordinate. If you need two subentry levels,
place a colon between the subentry and the sub-subentry. For example, enter Continental
drift:fossil evidence:dating of.

Create a cross-reference in an index entry


Know how to create a cross-reference in an index entry in Adobe FrameMaker.
Indexes often contain cross-reference entries to direct readers to related terms. This makes it unneces-
sary to duplicate the entries and page numbers for related terms that already appear in the index.

Figure 4: Cross-references
Cross-references can also appear as subentries (usually preceded with See also, as in the illustration). You
can sort subentries so that they appear at the top or bottom of the list under the same main entry.
NOTE: Insert a marker and use <$nopage> at the beginning of the marker text to prevent a page number
from appearing with this entry. For example, to create the first cross-reference in the illustration, enter
<$nopage>Abrasion. See also Sandstone.
RELATED LINKS:
Index sort order
Cross-References

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CREATING INDEXES

Use page ranges in index entries


Know how to create page ranges for index entries in Adobe FrameMaker.
In this topic
• Introduction
• Manually create a page range for an index entry
• Automatically create page ranges in an index

Introduction
You can use a page range such as 36–37 to mark information that spans several pages.
You can create a page range in an entry by manually inserting two markers to indicate the range, one at
the beginning of the range and the other at the end. You can also have FrameMaker create page ranges
for you automatically whenever the same marker text occurs on consecutive pages of a document. For
example, instead of 3, 4, 5, the entry would automatically appear as a page range (3–5).

Manually create a page range for an index entry


1) Insert an index marker at the beginning of the information, with <$startrange> at the beginning
of the marker text. For example, to create the first page number in a range, enter
<$startrange>Continental drift:fossil evidence.
2) Add an index marker (or marker element, if working with a structured document) at the end of the
information, identical to the first except that you enter <$endrange> rather than
<$startrange> at the beginning of the marker text. For example, to create the second page
number in a range, enter <$endrange>Continental drift:fossil evidence.
If both markers appear on the same page, the page range collapses to a single page number.

Automatically create page ranges in an index


1) Display the reference page that contains the special text flow for indexes.
2) Type the <$autorange> building block at the beginning of the paragraph whose style begins with
the marker type.
To collapse the entries generated from markers of type Index into page ranges when possible, edit the
paragraph style IndexIX to contain the following building blocks: <$autorange><$pagenum>.
RELATED LINKS:
Edit special text flow for a list or index

Format text in an index entry


Know how to format text in an index entry in FrameMaker.
You can change the character style of specified text or of the page number in an entry. For example, you
may want a book title to appear in italics, or you may want a particular page number to appear in bold.
The character style must be stored in the Character Catalog of the index.

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CREATING INDEXES

Figure 5: Character formatting


Create an index entry. To format part of the entry with a character style, do one of the following:
TIP: If you’re using a special character style for many—but not all—page numbers in an index (for
example, to use bold for principal entries), you may want to create a custom marker type with that
formatting.
• To format specific text in an entry, type the character style between angle brackets ( < and > )
before the text and type <Default Para Font> after it. For example, to create the entry “Tidal
Waves See Tsunami,” you might enter this marker text: Tidal Waves <Emphasis>See
<Default Para Font> Tsunami.
Character styles affect only the entry they precede. For example, <bold>fruit:strawberry
would generate a two-line entry that shows “fruit” as bold and “strawberry” without bold. To for-
mat both entries in bold, enter <bold>fruit:<bold>strawberry.
• To format only the page number, type the character style between angle brackets at the end of the
marker text. For example, to create the entry “Erosion 24,” you might enter this marker text:
Erosion<Bold>.
RELATED LINKS:
Change paragraph and character styles of generated list entries
Add, edit, or delete markers and marker types

Work with group titles in indexes


Learn to work with group titles in indexes. Create quick access to group titles with cross-refer-
ences/hyperlinks.
In this topic
• Introduction
• Change the groupings and group titles
• Create an index without group titles
• Create an index with neither a group title nor a space between entry groupings

Introduction
Index entries are initially grouped one letter at a time—all the As, all the Bs, and so on—using the upper-
case letter as a group title. In a small index or when only a few entries appear under some letters such as
X, Y, and Z, you may want to group letters differently and change the group titles.

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CREATING INDEXES

FrameMaker inserts group titles as if they were index entries but uses a different paragraph style. It uses
the labels and sort positions you specify in the GroupTitles paragraph in the special text flow.

Figure 6: An edited GroupTitles paragraph on the IX reference page


A. Sorting information B. Group title

Figure 7: The result in the index

Change the groupings and group titles


1) Choose View > Reference Pages, and display the reference page that contains the special text flow
for the index.
2) Edit the GroupTitles paragraph in the special text flow. For example, edit the group titles (the char-
acters between semicolons, excluding bracketed text), or delete group titles you don’t want. Type
text between brackets ( [ ] ) to specify where you want the group titles sorted.
For example, to collapse all entries that start with V through Z into a single group whose title sorts
under V, edit the GroupTitles paragraph so that its last entry is V–Z[V].
TIP: The first two entries in the GroupTitles paragraph define what group titles to use
for symbols and
numbers and where to place these titles. You can change the titles, but changing the sorting information
of these two groups might give unexpected results.

Create an index without group titles


To create an index without group titles, edit the GroupTitlesIX paragraph in the IX text flow on the IX
reference page to look like this:
[\];[0];[A];[B];[C];[D];[E];[F];[G];[H];[I];[J];[K];[L];[M];[N];
[O];[P];[Q];[R];[S];[T];[U];[V];[W];[X];[Y];[Z]

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CREATING INDEXES

Create an index with neither a group title nor a space between entry groupings
To create an index with neither a group title nor a space between entry groupings, delete all the text in
the GroupTitlesIX paragraph in the IX text flow on the IX reference page, but do not delete the paragraph
symbol.

Index sort order


Learn how you can work with index sort order, sort by letters and characters, and specify the sort order
for Japanese in FrameMaker.
In this topic
• Introduction
• Specify sort order for an index entry
• Specify sort order for an index
• Sort letter by letter instead of word by word
• Specify characters to ignore
• Sort symbols, numbers, or other characters in another location in an index
• Specify the sort order for Japanese

Introduction
Indexes are sorted so that special symbols appear first, numbers appear second, and alphabetic charac-
ters appear last. By default, a few punctuation characters are ignored in sorting, and alphabetic charac-
ters appear in the correct sort order for the English language.
NOTE: When generating indexes in multilingual documents, symbols sort based on the Unicode Collation
Algorithm (UCA) of the Unicode text encoding standard.

Specify sort order for an index entry


You can change where an entry appears in the index by specifying a sort order. For example, even though
486 would normally appear with other numbers in the index, you may want it to appear under F (as if it
were spelled out as four eighty-six). Similarly, if you’re using a See also cross-reference in a subentry, you
can ensure that it is the last one under the main entry.
Add text between brackets ([ and ]) at the end of the marker text, indicating exactly how you want the
entry sorted.

Index marker text Result in index Explanation


1950s[Nineteen fifties] Neap tides 47 Sorts under N (for
1950s 10 Nineteen fifties)
North America 21
Erosion:of soil Erosion Ignores the word of
[Erosion:soil] rate 32
of soil 10

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CREATING INDEXES

Index marker text Result in index Explanation

<$nopage>Erosion: Erosion Sorts as the first entry


see also Wind see also Wind under Erosion
[Erosion:aaa] rate 16
<$nopage>Erosion: Erosion Sorts as the last entry
See also Wind rate 16 under Erosion
[Erosion:zzz] See also Wind

NOTE: The sorting information, in brackets, must be the last item in the marker text.

Specify sort order for an index


You change the sort order by specifying a sort order and by editing the contents of the IgnoreCharsIX and
the SortOrderIX paragraphs in the IX text flow of the IX reference page.
The SortOrderIX paragraph in the special text flow contains building blocks that control how characters
are sorted in an index.

Figure 8: SortOrderIX paragraph


Each sort order building block represents several characters in a particular order. The following table
shows the order for U.S. English. The alphabetic sort order differs slightly for other languages.

Building block Characters, in this order


<$numerics> 0123456789
<$alphabetics> AÁ À Â Ä Ã Å aá à â ä ã å ª Bb CÇ cç Dd EÉ È Ê Ë eé è ê ë Ffƒ
Gg Hh IÍ Ì Î Ï iì í î ï Jj Kk Ll Mm NÑ nñ OÓ Ò Ô Ö Õ Ø oó ò ô
ö õ ø º Pp Qq Rr Ss Tt UÚ Ù Û Ü uú ù û ü Vv Ww Xx YŸ yÿ
Zz
<$symbols> All other characters in ASCII order

1) Choose View > Reference Pages, and display the reference page that contains the special text flow
for the index.
2) Replace a building block in the SortOrderIX paragraph with the specific characters in the order you
want them sorted.
Follow these rules when entering a new sort order:
• If you replace <$alphabetics> with individual characters, separate the letter groups with a
space. (Letter groups—for example, Ffƒ —are characters that are sorted as if they were the same

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CREATING INDEXES

character, unless they are the only characters that differ in the sorted text. In that case, the first
character in the string appears first.)
• If you replace <$symbols> with individual characters, use a backslash before the angle bracket
symbols (< >).
• Don’t press Return at the end of a line. Let FrameMaker wrap the characters automatically from
line to line.
• To indicate that a letter pair should be sorted as a single character, specify the letter pair between
angle brackets (< >)—for example, CÇ cç<CH><Ch><ch>. In this example, all the characters or letter
pairs are in the same letter group (the letter C). The letter pair CH is sorted after the letter C, and
uppercase letter pairs are sorted before lowercase letter pairs.

Sort letter by letter instead of word by word


To sort an index letter by letter instead of word by word:
1) Choose View > Reference Pages, and display the reference page that contains the IX text flow for
the index.
2) Add a space at the beginning of the IgnoreCharsIX paragraph in the IX text flow of the IX reference
page.

Sorted letter by letter Sorted word by word

Seabed Sea level


Sea level Sea walls
Seasonal change Seabed
Sea walls Seasonal change

Specify characters to ignore


By default, FrameMaker ignores hyphens, nonbreaking hyphens, en dashes, and em dashes when sorting
index entries: -_–—
You can specify other characters to be ignored—for example, comma, period, bracket, braces, quotation
and exclamation marks, currency symbols, and other characters:
-_–—,.()[]{}$?!"
To specify the characters to ignore while generating an index:
1) Choose View > Reference Pages, and display the IX reference page that contains the IX text flow
for the index.
2) Edit the IgnoreCharsIX paragraph.
NOTE: If you’re working with Japanese fonts, you may want to include the Chouon character in the
IgnoreCharsIX paragraph. The Chouon character is normally used in Japanese to lengthen the vowel
sound that it follows, but you probably won’t want it to affect the sort order.

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CREATING INDEXES

Sort symbols, numbers, or other characters in another location in an index


To sort symbols, numbers, or other characters in another location in an index:
1) Choose View > Reference Pages, and display the reference page that contains the special text flow
for the index.
2) Rearrange the building blocks in the SortOrderIX paragraph in the special text flow. For example,
to put symbols at the end of an English-language index instead of at the beginning, arrange the
building blocks as follows: <$numerics><$alphabetics><$symbols>

Specify the sort order for Japanese


Kanji characters always need a special sort order defined.
A document that uses Japanese fonts includes the <$kana> building block, which controls sorting of
Japanese kana (hiragana and katakana).

Building block Characters, in this order

<$kana>

Single-byte (half-width) katakana are converted to double-byte katakana in the generated file when
sorted. The sort order of kanji is determined by its kana pronunciation (yomigana). Because of this, the
<$kana> building block also controls how most kanji sort.
The sort order of kanji without yomigana and of Japanese symbols (double-byte numerics and Roman
alphabetics) is not included by default in the <$kana> building block. Instead, kanji is sorted by code
value and appended after characters sorted by <$kana>.
If you want to sort kanji without yomigana and Japanese symbols differently, add these characters to the
<$numerics>, <$alphabetics>, or <$kana> building blocks. For example, double-byte Japanese
characters could be added to the <$symbols> building block.
Enter its pronunciation (yomigana) in brackets in the marker text. (Double-byte bracket characters may
be used.)

Figure 9: Sort order for kanji index entry

544
CREATING INDEXES

RELATED LINKS:
Edit special text flow for a list or index

Generate indexes
Learn how to generate index for a book and a document. You can also display page numbers in index in
FrameMaker.
After you insert index markers in your source document, you can generate a standard index or any other
index of markers. When you revise your source document, you can generate the index again to update it.
You ordinarily use predefined marker types. However, you can create your own marker types for special
effects in indexes, such as displaying principal entries in bold or adding custom text to some page entries
but not to others. The custom text might be the word note to follow some page numbers and figure to
follow others. Scholarly indexes might use abbreviations, such as ff and passim after page numbers.
You can also generate a special-use index of references, such as an index of fonts used in a document.
This type of index is not generated from markers.
NOTE: If you are generating an index for an RTL language such as Arabic, Hebrew, or Farsi, ensure that the
locale on your computer is set to the locale for that language.

Generate an index for a book


To generate an index for a book:
1) Open the book window and select the file above where you want the generated file to appear.
2) Do one of the following:
– Choose Insert > Standard Index.
– Choose Insert > Index Of, and then choose the type of specialized index you want to create.
3) Move the marker types you used for the entries to the Include scroll list.

545
CREATING INDEXES

Figure 10: Set Up Standard Index dialog


To move an item between scroll lists, select the item and click an arrow button, or double-click the
item.
To move all items from one scroll list to the other, Shift-click an arrow button.
4) In the Add drop-down list, specify whether the generated list appears before or after the current
document.
5) Enter a suffix or keep the default one. The suffix indicates the type of generated file. For example,
IX is the usual suffix for a standard index.
NOTE: The suffix is not the same as the filename’s extension. The suffix is used with paragraph styles
in the generated lists, and appears as part of the generated file’s filename, such as UserGui-
deIX.fm.
6) To link each entry in the generated index to its source, select Create Hypertext Links.
7) Click OK. FrameMaker generates the index and displays it in a separate document.
8) Save the index in the same folder as the source document or book. If you want to rename the
generated file, use the book window to do so. FrameMaker will rename the file on the disk and
update all references.
The first time you generate an index, it uses the page layout of the first nongenerated document in
the book, and all entries look the same. You can avoid this unformatted look by using a template.
For information on making changes to the format of an index—changes that won’t be lost when you
regenerate it.
9) Save any open files in the book. Open files are updated only in your computer’s memory and not
on the disk. If a file isn’t open, the changes are made on the disk.
RELATED LINKS:
Formatting lists and indexes

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CREATING INDEXES

Generate an index for a document


1) Do one of the following:
– Choose Insert > Standard Index.
– Choose Insert > Index Of, and then choose the type of specialized index you want to create.
2) When prompted, specify whether you want to create the generated file as a standalone document
or add it to a book.
If you select Yes to create a stand-alone document, FrameMaker will create a generated index in
the original document’s folder.
If you select No, FrameMaker adds the index to an open book, or creates a new book if necessary.
3) Enter a suffix or keep the default one. The suffix indicates the type of generated file. For example,
IX is the usual suffix for a standard index.
NOTE: The suffix is not the same as the filename’s extension. The suffix is used with paragraph styles
in the generated lists, and appears as part of the generated file’s filename, such as UserGui-
deIX.fm.
4) To link each entry in the generated index to its source, select Create Hypertext Links.
5) Do one of the following:
– If you are creating a stand-alone index, click OK. FrameMaker generates and displays the
index.
– If you are adding the index to a book, click Add, and then click Update. If a new book is
created, choose File > Save Book As, and then save the book.
The first time you generate an index, it uses the page layout of the source document or of the first
nongenerated document in the book, and all entries look the same. For information on making
changes to the format of an index—changes that won’t be lost when you regenerate it.
6) Save the index in the same folder as the source document or book.
RELATED LINKS:
Formatting lists and indexes
Rename book components in a book

Generate a standard index that displays page numbers in a variety of ways


To generate a standard index that displays page numbers in a variety of ways:
1) Create one or more custom marker types, and name them in a way that indicates their intended
use. For example, if you want to distinguish index entries that refer to footnotes, you might create
a marker type called IndexNote.
2) Index your source document, using the Index marker type for regular entries and your custom
marker types for the others.
3) Generate the index. Select the Index marker type along with the custom ones.
In the index, edit the special text flow on the reference page for the custom marker (the reference
page would be called IX) to add text after the page number or to change character style. For exam-
ple, you might change the text for IndexNoteIX as follows to have [note] appear after the page num-
ber: <$pagenum> [note].

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CREATING INDEXES

4) Update the index again for your edits to take effect.


RELATED LINKS:
Add, edit, or delete markers and marker types
Change page number separators
Change paragraph and character styles of generated list entries

Update and edit indexes


Learn to update and edit indexes, being a part of a book or a standalone document in FrameMaker.
In this topic
• Introduction
• Update an index that is part of a book
• Add or remove items included in an index that is part of a book
• Update an index that is a stand-alone document

Introduction
An index can quickly become outdated. With an index, you typically need to make changes after you
review the index for the first time. For example, some entries might not use parallel phrasing, or you may
decide to change the organization of some entries.
You edit entries in an index by editing their corresponding paragraphs or markers in the source document
and then regenerating the index. If you revise entries by typing directly in the index, your changes will
disappear when you regenerate it.
For example, if you fix a typing error directly in an index, that error will reemerge the next time you
generate because it still exists in the source marker. To permanently fix an error, you must correct it by
changing the marker text in the source document and then regenerating the index.

Update an index that is part of a book


To update an index that is part of a book:
1) Make changes to the source document as needed.
2) In the book window, choose Edit > Update Book.
3) Move the lists you want to update to the Generate scroll list, make sure Generate Table of
Contents, Lists, and Indexes is selected, and then click Update.

Add or remove items included in an index that is part of a book


To add or remove items included in an index that is part of a book:
1) Select the generated index in the book window.
2) Choose Edit > Set Up Standard Index (or Set Up Index of type).
3) Move items between the list boxes as desired. Click Set.
4) Click Update.

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CREATING INDEXES

Update an index that is a stand-alone document


1) Make changes to the source document as needed.
2) In the source document, choose the command (such as Standard Index) from the Insert menu, and
then select Yes when prompted to create a stand-alone document.
3) Move items between the list boxes as desired.
4) Click OK.
RELATED LINKS:
Update and edit TOCs and lists

Find the source of index entries


Know how to find the source of index entries, using a link for find/change in FrameMaker.
In this topic
• Introduction
• Find the source of an index entry by using a link
• Select a marker by using Find/Change

Introduction
When you need to revise an entry, you must trace the entry back to its source—the corresponding
marker (or marker element, if working with a structured document) in the source document.
The quickest way to find the source of an index entry is to use the hypertext link on the entry in the gener-
ated file. This hypertext link can display and select the corresponding information in the source docu-
ment. If you’re working with a structured document, you can select the element in the Structure View if
you can see its bubble.
Another simple way to find and select a marker in the source document is through the Markers panel.
The Markers panel displays marker text, the marker type, and document in which the marker is. You can
sort the list on marker type to view all the index marker entries in a document. Selecting an entry in the
Markers panel automatically highlights the marker in the document. Double-clicking an entry opens the
Markers panel for quick editing.
Using the Markers panel makes it easier to select a specific marker if there are multiple markers at
exactly the same location in a document.
IMPORTANT: If you’re generating extremely large indexes (indexes of more than 50,000 markers), don’t
use Create Hypertext Links. Generating indexes of this size with Create Hypertext Links selected takes a
long time or might not succeed.

Find the source of an index entry by using a link


To find the source of an index entry by using a link:
1) If you did not select Create Hypertext Links when you generated the index, select this option and
regenerate.
2) Choose Insert > Marker.

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CREATING INDEXES

3) In the generated index, Alt-Control-click a page reference in an index.


FrameMaker opens the source document to the page that contains the corresponding marker and
selects it. The marker text appears in the Markers panel.

Select a marker by using Find/Change


To select a marker by using Find/Change:
1) In the source document (not in the generated list), choose Edit > Find/Change.
2) Do one of the following:
– If you’re working in a FrameMaker document, select Any Marker, Marker of Type, or Marker
Text from the Find drop-down list. Enter the marker type or marker text as needed.
– If you’re working in a structured FrameMaker document, select Element from the Find
drop-down list and enter the name of the element you want to find. Click Set.
3) Click Find.
NOTE: When a marker is selected, the marker text appears in the Markers panel. Don’t click Change in the
Find/Change dialog box to change the marker text. If you do, FrameMaker replaces the marker itself.
Instead, change the text in the Markers panel and then click Edit Marker.

Add, edit, or delete markers and marker types


Learn how to add, edit, or delete markers and marker types, copy a marker type from one document to
another in FrameMaker.
In this topic
• Introduction
• Edit or delete a marker
• Copy a marker type from one document to another
• Rename a marker type

Introduction
You can create your own marker types and then use them in lists or indexes just as you would any other
type of marker.
After a new marker type has been created, it can be shared with other documents and books.

Edit or delete a marker


To edit or delete a marker:
1) Select the marker (or element) you want to delete and do one of the following:
– Click Delete icon from the Markers panel.
– Click Delete Marker button from the Marker panel.
2) Select the marker (or element) you want to edit, change the text in the Markers panel, and click the
Edit marker icon.

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CREATING INDEXES

Add or delete a custom marker type


To add or delete a custom marker type, do the following:
1) Choose Insert > Marker and select Edit from the Marker Type drop-down list.
2) Type a new name. Click Add.
Alternatively, select a name from the drop-down list. Click Delete.
3) Click Done.
TIP: You can also use the book window to edit custom marker types. Select the documents you want to
affect, and then press Esc+e+m+t.

Copy a marker type from one document to another


To copy a marker type from one document to another, do the following:
• Copy a marker or text containing a marker and paste it in another document.
• Choose File > Import > Formats and import Document Properties.

Rename a marker type


To rename a marker type, do the following:
1) Choose Insert > Marker and select Edit from the Marker Type drop-down list.
2) Choose the marker type you want to rename from the drop-down list. Click Change.
3) Do one of the following:
– To rename the specified markers with a new name, enter the new name in the To text box.
– To rename the specified markers with the name of another marker type, choose the new
marker type from the To drop-down list.
4) Click OK.
5) Click Done.

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FORMATTING LISTS AND INDEXES

Formatting lists and indexes


See how you can format a list or index with a template in Adobe FrameMaker.

Format a list or index with a template


See how you can format a generated list or index with a template in Adobe FrameMaker.
The first time you generate a list or index (if you don’t use a template), it uses the page layout of the
source document or the first non-generated document in the book, and all entries look the same. You
can change the page design and the formats in the list or index after you generate it, just as you do in any
other document. When you generate the file again, your changes are retained.
1) Copy the template to the source document’s folder using the same filename as the list or index.
2) Generate the list or index.
TIP: You can also use File > Import > Formats to import a template’s formats. Then generate the list or
index again so any changes in the special text flow are reflected in the generated file.

Edit special text flow for a list or index


Learn how you can edit a special text flow for a list or index.
Many formatting aspects of a list or index are controlled by a special text flow on a reference page in the
generated file. The name of the reference page matches the default suffix, such as TOC for a table of
contents or IX for a standard index.
For generated lists, each paragraph in the flow corresponds to a paragraph style or marker type you
included in the list. These paragraphs have styles that use the default suffix. For example, a paragraph
with the style Heading1TOC in the text flow for a table of contents corresponds to the entries for
first-level headings (tagged Heading1 in the source document).

Figure 1: Special text flow on reference page for a table of contents


For indexes, the paragraphs in the flow correspond to the marker types you included in the index, the
levels of entries and subentries, the sort order, the separator text used, and several other index proper-
ties.

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FORMATTING LISTS AND INDEXES

Figure 2: Special text flow for an index


A. Separators placeholder B. Levels of entries C. Group titles placeholder D. Sort order E. Ignore charac-
ters placeholder
If the list or index was created with hypertext links, the special text flow also contains a paragraph that
specifies the form of the hypertext commands in the generated file. The paragraph’s style name begins
with the word Active.
Special text flows for lists and indexes have special paragraphs with placeholder text. This placeholder
text lets you specify how your entries will look when you regenerate the file.
Building blocks placed in each paragraph of the special text flow determine the information that appears
in the list or index, and the order in which the information appears. You can use the following building
blocks in the special text flow.

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FORMATTING LISTS AND INDEXES

Building block Meaning


<$autorange> Automatically creates index page ranges
<$numerics> Specifies the overall sort order in an index
<$alphabetics>
<$symbols>
<$kana>
<$pagenum> Displays the page number on which the source paragraph or marker
appears
<$volnum> Displays the volume number of the document in which the source
paragraph or marker appears
<$chapnum> Displays the chapter number of the document in which the source
paragraph or marker appears
<$paratext> Displays the text of the paragraph, excluding any autonumber
<$paranum> Displays the paragraph’s entire autonumber, excluding spaces and tabs
at the end of the autonumber (for example, Section 2.1.1)
<$paranumonly> Displays the paragraph’s autonumber counters and the characters
between them (for example, 2.1.1)
<$paratag> Displays the source paragraph’s style name

1) In the list or index, choose View > Reference Pages.


2) Display the reference page that contains the text flow you want.
3) Edit the appropriate paragraphs in the text flow.
4) Choose View > Body Pages.
5) Generate the index again to see the effect of your changes.
NOTE: Make sure that you generate the list or index from the source document, not from the generated
file.
RELATED LINKS:
Use page ranges in index entries
Change paragraph and character styles of generated list entries

Change paragraph and character styles of generated list entries


See how you can change paragraph and character styles of generated list entries in Adobe FrameMaker.
In this topic
• Introduction
• Change the paragraph style of entries

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FORMATTING LISTS AND INDEXES

• Change the character style of entries

Introduction
In Adobe FrameMaker, you can change the look of entries in a generated list and index by modifying their
paragraph styles.
You can also change the character style of any text appearing in a list and of all index page numbers
created with the same marker type. For example, you could make all page numbers italic.
NOTE: If you create a new character style in the source document after you generate the list or index, you
may have to use File > Import > Formats to import the character style into the generated list. This is
necessary only if you use the new character style in a paragraph or marker that’s part of the list or index.
If you created the character style before first generating the list or index, FrameMaker imports it for you
into the generated file.

Change the paragraph style of entries


To change the paragraph style of an entry in a generated list, do the following:
1) In the list or index, display the reference page that contains the special text flow. Usually this is TOC
for a table of contents and IX for a standard index.
2) Locate the placeholder paragraphs that have paragraph styles corresponding to the list or index
entries. (For example, Level1IX is the style for the placeholder text for the first-level index entry,
and Head1TOC is the style for a Head1 entry in a table of contents.)
3) Change the properties of the paragraph styles, such as indents and font size, and update the para-
graph styles, so that they are available the next time you generate the file. The placeholder para-
graphs show you how the entries will look.

Figure 3: Formatted placeholder paragraphs

Change the character style of entries


To change the character style of an entry in a generated list, do the following:
1) In the list or index, create a new character style and store it in the Character Catalog.
2) Choose View > Reference Pages and display the reference page that contains the special text flow.

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FORMATTING LISTS AND INDEXES

In the paragraph whose style corresponds to the entries you want to change, do the following:
• In a list, enter the character style between angle brackets (< >) before the text you want to change.
To change back to the paragraph’s default font, enter <Default Para Font>. For example, you
could define a format tagged ChapNumFont, and then use it to format chapter numbers in a larger
font in a table of contents.

Figure 4: Reference page and resulting TOC


• In an index, enter the character style name, between angle brackets (< >), to the left of
<$pagenum>. For example, if IndexPgNum is a character style defined for italic page numbers in
a standard index, you could use it to format just the page numbers in the paragraphs tagged
IndexIX.

Figure 5: Reference page and resulting index


TIP: You can also change the character style of text that appears in a list or index by applying a character
style directly to the building block rather than preceding the building block with a character style
enclosed in angle brackets. Be careful not to apply the character style to the paragraph symbol.

Include book component and paragraph autonumbers


Know how to include book component and paragraph auto numbers in a generate list in Adobe
FrameMaker.
In this topic
• Introduction
• Include volume and chapter autonumbers
• Include paragraph autonumbers

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FORMATTING LISTS AND INDEXES

Introduction
In a generated list, you can include autonumbers (text and numbers inserted automatically as part of a
paragraph style) in addition to (or instead of) page numbers in entries. In an index, you can use autonum-
bers instead of page numbers if all paragraphs that contain index markers are also autonumbered.

Figure 6: Index using section symbols and section numbers instead of page numbers
You can use the following building blocks to add autonumbers:
• <$volnum>, <$chapnum>, <$sectionnum>, <$subsectionnum> which include the volume,
chapter, section, and sub section counters.

Figure 7: Building block for volume and chapter autonumbering, and resulting index
• <$paranumonly>, which includes the counters and the characters between them (for example,
2.2 for a paragraph whose autonumber is Section 2.2).

Figure 8: Building block for paragraph autonumbering using section numbers, and resulting index
• <$paranum>, which includes the counters and all text in the autonumber (except for spaces or tab
characters at the end).

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FORMATTING LISTS AND INDEXES

Figure 9: Building block for paragraph autonumbering using “Section” text and section numbers, and resulting
index

Include volume and chapter autonumbers


To include volume and chapter autonumbers in an entry of a generated list, do the following:
1) Choose View > Reference Pages and display the reference page that contains the special text flow.
2) In a list or index, type the <$volnum> or <$chapnum> building block where you want to insert
the autonumber.
For example, to include the chapter number along with the page number (such as 3-1) in entries
generated from markers of type Index, type <$chapnum>- before the <$pagenum> building block
in the paragraph with the style IndexIX.
TIP: To make sure numbers such as “3-1” don’t break between lines, insert a nonbreaking hyphen by
pressing Esc+-+h.

Include paragraph autonumbers


To include paragraph autonumbers in an entry of a generated list, do the following:
1) Choose View > Reference Pages and display the reference page that contains the text flow
“Special”.
2) Do one of the following:
– In a list, type the <$paranumonly> or the <$paranum> building block where you want to
insert the autonumber.
– In an index, replace the <$pagenum> building block with <$paranum> or
<$paranumonly> in the paragraph with the style that begins with the marker type. For
example, to include the paragraph autonumber rather than the page number in entries
generated from markers of type Index, replace the <$pagenum> building block in the para-
graph with the style IndexIX.
RELATED LINKS:
Document and page numbering

Change page number separators


Find out how you can change page number separators in Adobe FrameMaker.
A typical index entry such as Erosion 1, 23 includes a space after the entry text, a comma and a space
between page numbers, an en dash to show a page range, and nothing after the last number. You can

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FORMATTING LISTS AND INDEXES

change the en dash to the word to, or change this separator text in any other way. For example, you could
change the separator text so that a comma appears after the entry, such as Erosion, 1.
To edit the page number separator for index entries, do the following:
1) Choose View > Reference Pages, and display the reference page that contains the special text flow.
2) Edit the Separators paragraph. (Look for the paragraph containing 1, 23–.) You can change any
separator, but you must use the placeholder numbers 1, 2, and 3.

Figure 10: A custom Separators paragraph on the IX reference page


A. En dash B. Em space

Manually add text to generated list entries


Learn to manually add text to generated list entries in Adobe FrameMaker.
You can add text to all entries generated from paragraphs with a particular style or markers of a partic-
ular type. For example, you can enclose page numbers in brackets.

Figure 11: Brackets added in a TOC


You can also use custom marker types with added text to display page numbers in a variety of ways in an
index. For example, suppose you want to generate the following scholarly index.

Figure 12: Custom page numbers added in an index


To do this, you need two custom markers: one for page numbers followed by ff, and one for page
numbers followed by note. You might call these markers Indexff and IndexNote.

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FORMATTING LISTS AND INDEXES

When generating the index, you include all three marker types (Index plus the two new ones). After
generating the index for the first time, you can edit the special text flow for the marker types on the refer-
ence page.

Marker type Edit to the reference page Result

Indexff <$pagenum> ff 15 ff
IndexNote <$pagenum> note 15 note

The next time you generate the index, the changes appear in the generated index.
To add custom page numbers for index entries, do the following:
1) Choose View > Reference Pages, and display the reference page that contains the special text flow
for the list or index.
2) Enter the text where you want it to appear. For example, to enclose all page numbers in brackets,
enter brackets around the page number building blocks: <$paratext>[<$pagenum>]

Use tabs and tab leaders in a list or index


See how to use tabs and tab leaders in a list or an index in Adobe FrameMaker.
You can use tabs to align page numbers in a list or index. You can also use tabs to add tab leaders, such
as a row of dots, between entry text and page numbers.

Figure 13: Right-aligned tab stop with leader dots in a TOC

Figure 14: Tab stops make index page numbers line up in columns.
1) Choose View > Reference Pages and display the reference page that contains the special text flow.
2) Do one of the following:
– For a list, select the space between the <$paratext> and <$pagenum> building blocks in
the paragraph whose style matches the entries you want to change.
– For an index, select the space before the number 1 in the Separators paragraph.
3) Press Tab.

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FORMATTING LISTS AND INDEXES

4) Change the paragraph style by adding a tab stop where you want to align the page numbers. Define
the format to include leader dots, if you want. Then update the paragraph styles so the changes are
available the next time you generate the list or index.

Rearrange information in list entries


Learn how to rearrange information in list entries in Adobe FrameMaker.
You can specify the order in which the parts of a list entry appear. For example, you can specify that the
page number appears first, followed by the paragraph text.
1) Choose View > Reference Pages, and display the reference page that contains the special text flow
for the table of contents or list.
2) Rearrange the building blocks. For example, to put the page number first, followed by the para-
graph text, rearrange the building blocks: <$pagenum> <$paratext>.

Resolve cross-references
See how to resolve cross-references in Adobe FrameMaker when a marker has been deleted or the ID
and ID reference do not match.
In this topic
• Resolve a cross-reference when a marker has been deleted
• Resolve a cross-reference when the ID and ID Reference values mismatch

Resolve a cross-reference when a marker has been deleted


1) Open the Cross-References panel, choose Filter > References > Unresolved Cross Reference.
Ensure that you have the correct filename selected. The panel shows all unresolved cross-refer-
ences.
2) Do one of the following:
– If you do not need the cross-reference, delete it.
– If FrameMaker finds an unresolved paragraph cross-reference, double-click the cross-refer-
ence to display the cross-reference dialog box and specify a different source. Click Replace.
– If FrameMaker finds an unresolved spot cross-reference, insert a new cross-reference marker
in the source text. Select the new marker from the cross-reference dialog box. Click Replace.

Resolve a cross-reference when the ID and ID Reference values mismatch


For structured documents, edit the ID or the ID Reference value so the two values match.
ID attributes are often read-only, so you may have to edit the ID Reference.

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GLOSSARIES

Glossaries
Understand glossaries in Adobe FrameMaker. Learn how to create a glossary marker with a term defini-
tion and how to apply the glossary marker to the occurrences of the term.
In this topic
• Introduction
• Create the glossary term definition
• Apply the glossary marker to the occurrences of the term

Introduction
In Adobe FrameMaker, you can define glossary terms using markers. You can then publish a document
that contains the glossary of the defined terms. In the published output, if a user encounters a glossary
term, the user can find the definition.
To publish output that contains a glossary of terms, you need to create the glossary term definition and
apply the glossary marker to the occurences of the term.

Create the glossary term definition


In your document, you need to provide definitions for the terms that you plan to include in the glossary.
1) In the document, place the pointer in the paragraph containing the definition of the term.
For example, you can define the term PDF as Portable Document Format. In this case, you
need to place the pointer in the paragraph containing the definition of Portable Document
Format in the document.
2) Choose Insert > Marker to open the Marker dialog. In the Marker dialog, select the marker type as
Glossary.
3) Specify the marker text as the term.
NOTE: When you apply the glossary marker, you can view the complete glossary definition, which can be
a sentence or even a paragraph, in the left panel of the HTML output.

Apply the glossary marker to the occurrences of the term


The glossary term is defined. Next, you need to apply this definition to occurrences of the term in the
document.
1) Select the term to which you want to apply the glossary definition. In the published output, if a user
selects this term, the user is presented with the definition.
For example, if the document contains the term PDF, you need to select the text PDF.
2) Choose Insert > Marker to open the Marker dialog. In the Marker dialog, select the marker type as
GlossaryTerm.
3) Specify the marker text as the term.

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GLOSSARIES

By default, FrameMaker displays the marker text as the text selected in the previous step.
NOTE: It is not necessary to specify the
marker text as the term. However, you need to ensure that the
marker text that you specify is the same as the first word in marker text defined when you create the
glossary term definition.
When you publish the document, you can specify how to display the glossary definition when a user
selects a term in a document. For details, see the General Settings options in the Style mapping table of
the Publish Options.

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FOOTNOTES AND ENDNOTES

Footnotes and endnotes


Know how footnotes and endnotes work in Adobe FrameMaker.
In Adobe FrameMaker, Footnotes are notes placed at the bottom of a page that comments on or cites a
reference for a designated part of the text.
Endnotes are notes placed at the end of a chapter or book that comments on or cites a reference for a
designated part of the text.

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Insert, edit, and delete footnotes
Learn how to insert, edit, duplicate, move, and delete footnotes in Adobe FrameMaker.
In this topic
• Introduction
• Insert a footnote in a FrameMaker document
• Insert a footnote element in a structured FrameMaker document
• Use an invalid footnote element
• Edit a footnote
• Duplicate, move or delete a footnote
• Keeping a footnote in the same column as its reference
• Insert multiple references to a footnote
• Insert multiple references to a footnote (structured documents)

Introduction
When you insert a footnote reference and footnote, FrameMaker gives it a number, formats the text of
the footnote, and inserts a separator if the footnote is the first one in a column.

A. Footnote B. Footnote separator C. Footnote reference


As you insert, move, and delete footnotes, FrameMaker adjusts the numbering. As you edit the
surrounding text, FrameMaker moves the footnotes from page to page as needed. FrameMaker allows
document footnotes to be numbered consecutively across all files in a book.
The footnote reference and the footnote itself usually appear in the same column. When you insert a
footnote reference in a table, the footnote appears at the end of the table. If the table flows onto a
second page, all footnotes appear on the second page.

Insert a footnote in a FrameMaker document


To insert a footnote in a FrameMaker document:
1) Click where you want the footnote reference to appear. You can insert a footnote reference in a
column of text or a table cell.
2) Choose Insert > Footnote. FrameMaker inserts the footnote reference, displays the footnote
number at the bottom of the column or below the table, places the insertion point after the foot-
note number, and renumbers any footnotes that follow.
NOTE: Footnotes are numbered consecutively in a text flow. If your document contains multiple text
flows, the footnote numbering in each flow is independent of the others.

565
3) Type the text of the footnote at the insertion point. When you finish typing the footnote, return to
the main text by clicking in it or by choosing Insert > Footnote again.
TIP: To place two footnote references together, place a space or a comma between them—for example,
references5 6 5,6
or references . Otherwise, the second footnote won’t be created. If you place a comma
between the footnote references, you should manually format the comma in superscript.

Insert a footnote element in a structured FrameMaker document


To insert a footnote in a structured FrameMaker document:
1) Click where you want the footnote reference to appear.
2) Select a footnote element in the Elements Catalog. Click Insert.
FrameMaker inserts the footnote reference, displays a footnote number at the bottom of the col-
umn or end of the table, and renumbers any footnotes that follow. A bubble for the footnote ap-
pears in the Structure View, with a text snippet that shows the beginning of the footnote text.
You can also use Insert > Footnote to insert a footnote element. If more than one footnote element
is available, choose one from the Element Tag drop-down list in the dialog box that appears.
3) If the Attributes for New Element dialog box appears, enter attribute values for the element. Click
Insert Element.
4) Type the text of the footnote at the insertion point. When you finish typing the footnote, return to
the main text by clicking in it or by choosing Insert > Footnote.

Use an invalid footnote element


If no footnote element is available at the location you want, you might use an invalid element. After
inserting the element, talk to your developer about making it valid at this location.
To use an invalid footnote element, do one of the following:
• To use an element that is valid in another part of the document, either insert the element in a valid
location and then move it, or use the All Elements setting to make the element available every-
where and then insert the element where you want it.
• To insert an invalid footnote with the default element <FOOTNOTE>, choose Insert > Footnote. A
default footnote is created if no defined footnote elements are available.

Edit a footnote
Select the footnote text and edit it as you do other text.
You can’t change a footnote number manually, because FrameMaker maintains the numbering automat-
ically.

Duplicate, move or delete a footnote


To duplicate, move, or delete a footnote:
1) Select the footnote reference (not the footnote text).
Alternatively, in Structure View, click the footnote element.
2) Do one of the following:

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– To duplicate or move the footnote, use Edit > Copy or Edit > Cut, and then Edit > Paste.
– To delete the footnote, press Delete.

Keeping a footnote in the same column as its reference


FrameMaker sometimes can’t keep footnotes in the same column as the corresponding footnote refer-
ence. For example, if you insert a footnote reference at the bottom of a text column, so there is no space
for the footnote below it, FrameMaker moves the footnote to the bottom of the next column. In such
cases, you can force a column or page break before the footnote reference to keep the reference and the
footnote together in the same column.
Adding text to a footnote may cause the last footnote in a column or on a page to move to the bottom
of the next column or page. To reduce the chance of a footnote not fitting in a column, allocate more
space for footnotes in a column.

Insert multiple references to a footnote


You can create a single footnote that has several footnote references—for example, a table footnote
with references in several cells.

Figure 1: Two references for one footnote


IMPORTANT: Across-reference might refer to the wrong number if you add or remove a footnote that
appears before the footnote-reference. Choose Edit > Update References to update the numbering.
To insert multiple references to a footnote:
1) Insert the first footnote reference.
2) If necessary, create a cross-reference style for additional footnote references.
The cross-reference style must display the footnote number correctly. For example, if footnote ref-
erences are displayed in superscript, and if the document contains a “Superscript” character style,
a cross-reference style defined as <Superscript><$paranumonly> displays the autonumber
of a paragraph as a superscript. When you use it to refer to a paragraph that contains a footnote,
it displays the footnote number in superscript.
3) Click where you want to insert the additional footnote reference.
4) Choose Insert > Cross-Reference to insert a cross-reference to the footnote where you clicked. Use
the cross-reference format you created in step 2.
5) Click Insert.
FrameMaker inserts a cross-reference that is identical to the original footnote reference.

567
Insert multiple references to a footnote (structured documents)
You need to have a special cross-reference element already defined for the additional references. The
element should display a reference number in the same way that the original footnote reference does.
For example, if the number is in superscript in the original reference, the number in the cross-reference
element should also be in superscript.
1) Insert the footnote element.
2) Where you want an additional footnote reference, insert a cross-reference element that was
defined to display only a footnote reference.
RELATED LINKS:
Format footnotes
Create and maintain endnotes

568
Format footnotes
Learn how to change footnote properties, change the footnote numbering style, create custom footnote
numbering, and change the footnote separator in Adobe FrameMaker.
In this topic
• Introduction
• Change footnote properties
• Change footnote numbering style
• Create a custom footnote numbering style
• Change the footnote separator
• Using footnotes in multicolumn layouts

Introduction
In Adobe FrameMaker, you can change any of the footnote properties—for example, the style of
numbers, the numbering format, or the paragraph style to use for footnote text.
FrameMaker uses different formats for document and table footnotes.

Change footnote properties


Changes except the paragraph style are applied to both new and existing footnotes.
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) Choose Format > Document > Footnote Properties. To edit table footnote properties, select Table
Footnote from the drop-down list.
3) Do the following:
– To adjust the maximum height allowed for footnotes in a column, enter a value in the
Maximum Height Per Column text box.
– To use a different paragraph style for new footnotes, enter the footnote’s Paragraph Style
name in the Paragraph Format text box. The style must be available in the document’s Para-
graph Catalog.
To use a different style for an existing footnote, apply the style to it directly.
– Specify the style of the footnote reference in the main text and the footnote number in the
footnote. Either number can be in the superscript, baseline, or subscript position, and either
can have a prefix and suffix.
– To keep the footnote and its reference in the same page or column (in a multi-column layout),
select the Keep Footnote With Reference option.
4) Click Set.
TIP: By default, documents may include paragraph styles named Footnote and TableFootnote to be used
for new footnotes. To change the look of footnotes, change these styles.

569
Change footnote numbering style
NOTE: If you’re working with documents that are part of a book, it’s a good idea to set the properties from
the book window rather than directly from the document window. When the book is updated, the book
properties override the document properties.
To change the footnote numbering style:
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) Choose Format > Document > Numbering. The Numbering Properties dialog is displayed:

Figure 1: Numbering Properties dialog in Adobe FrameMaker


3) Choose either Footnote or Table Footnote.
4) Choose a numbering style from the Format drop-down list.
5) Choose whether you want document footnote numbers to be restarted on each page, start
numbering footnotes at a specific number, or be continued from the previous chapter in the book.
When you number sequentially, you can start from any number. The numbering of table footnotes
always starts over with each table.
6) Click Set.

Create a custom footnote numbering style


NOTE: If you’re working with documents that are part of a book, it’s a good idea to set the properties from
the book window rather than directly from the document window. When the book is updated, the book
properties override the document properties.
Your Custom Numbering style can use any combination of numbers, letters, and symbols, which will be
used in the order you enter them. If you use symbols in a custom style and your document contains more
footnotes than symbols, the symbols are repeated. For example, if you use the two symbols * and †, and

570
the document contains three footnotes, the third footnote is marked **. The footnote number will
appear in the default font of the footnote’s paragraph style.
To create a footnote Custom Numbering style:
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) Choose Format > Document > Numbering. The Numbering Properties dialog is displayed:

Figure 2: Numbering Properties dialog in Adobe FrameMaker


3) Choose either Footnote or Table Footnote.
4) Select Custom… from the Format drop-down list. The Custom Numbering dialog is displayed.

Figure 3: Custom Numbering dialog in Adobe FrameMaker


5) Specify your custom numbering pattern.
6) Click Set.
NOTE: Some special characters are entered or displayed differently in dialog boxes. You enter a sequence
of characters beginning with a backslash (\).

Change the footnote separator


The footnote separator is a graphic frame automatically placed between the bottom of the body text or
table and the first footnote. It usually contains a line or other design element to provide visual separation

571
between the body text and footnotes. The height of the frame determines the space between the body
text or table and the footnote.
Separator frames for document and table footnotes are stored on a reference page. Their names are the
same as the paragraph styles used for these footnotes—by default, Footnote and TableFootnote.

Figure 4: Reference page

Figure 5: Footnote separator on body page


1) Choose View > Reference Pages and navigate to the page that contains the footnote separator
frame.
2) Resize the frame or edit its contents. You can change the size or position of the line in the frame,
or remove or replace the line. If you reduce the height of the frame, the first footnote is positioned
closer to the bottom of the text or table. If you move the line down in the frame, the first footnote
stays in the same position, but the line moves closer to it.
TIP: To add space, but not a line, between the body text or table and the footnotes, leave the
separator frame empty.
3) Choose View > Body Pages.

Using footnotes in multicolumn layouts


The placement of footnotes in multicolumn layouts depends on the location of the footnote reference
and on the presence or absence of side heads or text that spans columns.

Side heads
In a single-column document with side heads, footnotes in the body column run the width of the
body column. Footnotes in a side head span the side-head area and the body column.

572
Figure 6: Footnotes in a side head span the body column and side-head area.
If you want a footnote in a side head to be aligned with footnotes in the body column, change the
indents of the footnote in the side head area by adding a distance equal to the width of the
side-head area plus the gap.
Spanning Footnotes across all columns
In a multicolumn format where some text spans all columns, and other text does not, footnotes
may or may not span the columns. Footnotes whose references appear in spanning text always
span the columns. These footnotes appear at the bottom of the text frame. Footnotes whose refer-
ences appear in non-spanning text, span the columns if the footnotes’ paragraph style is set to
Across All Columns (in the Pagination properties of the Paragraph Designer).

Figure 7: Footnote spanning across all columns


If you have set the paragraph style to In Column, the footnote appears just above the next spanning
paragraph (if there is one on the page). If there is no spanning paragraph on the page, the footnote
appears at the bottom of the column.

573
Figure 8: Footnote in column
If the footnotes appear out of order, select Across All Columns for the footnote paragraph style.
This forces all footnotes to appear in numerical order at the bottom of the page.

RELATED LINKS:
Insert, edit, and delete footnotes
Create and maintain endnotes

574
Create and maintain endnotes
Learn how to create and maintain endnotes in Adobe FrameMaker
In this topic
• Create an endnote
• Create an endnote in a structured document
• Maintain endnotes

Create an endnote
To create an endnote in a Adobe FrameMaker document:
1) Type the first endnote at the end of the document and assign the paragraph style for endnotes. The
paragraph style should include an autonumber so the endnotes will be numbered consecutively.
2) Click where you want to insert the endnote reference and cross-reference the endnote. Use the
cross-reference format you created for endnotes.
For example, if endnote references are to be displayed in superscript, and if the document contains
a “Superscript” character style, the cross-reference format <Superscript><$paranumonly>
displays the autonumber of the endnote paragraph as a superscript.

Create an endnote in a structured document


To create an endnote in a structured FrameMaker document:
1) Insert the endnote element at the end of the document, and type the text of the note.
2) Click where you want to insert the reference to the endnote.
3) Insert a cross-reference element that was defined to display an endnote reference.
NOTE: Make sure
that the sequence of endnotes is the same as the sequence of references in the docu-
ment. FrameMaker does not automatically sequence endnotes as it does with footnotes.

Maintain endnotes
If you change the order of endnote references while editing the document, rearrange the endnotes to
match the order of the references. Then update the cross-references to update the endnote reference
numbers.
If you delete an endnote, delete all references to it. Otherwise, the reference will be an unresolved
cross-reference.
RELATED LINKS:
Insert, edit, and delete footnotes
Format footnotes
Cross-References

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EDIT AND VALIDATE BOOK STRUCTURE

Edit and validate book structure


Know how to edit and validate the structure of a book in Adobe FrameMaker.
In this topic
• Introduction
• Validate the book structure
• Clear all special cases

Introduction
In Adobe FrameMaker, a new book file that is not created based on a Structured Application has a struc-
ture with a highest-level element called <NoName> and an element called <BOOK-COMPONENT> for
each document and generated file you added to the book. When you update the book, the elements for
structured files change to the element of the highest-level element from the file.
In some cases, you might need to make a few corrections in the structure of a book file after updating.
For example, you might need to change the <NoName> element to the highest-level element defined in
your Structured Application for the book. If any file elements are still called <BOOK-COMPONENT>, add
structure to those files and then generate and update again.
The book’s element definitions may also require you to group elements in higher-level elements such as
FrontMatter, Body, and Appendixes.

Figure 1: Example of structure for a book file


TIP: To open a file quickly, double-click its element bubble in the Structure View.

You can edit the structure of a book in the same ways that you edit the structure of a document—by
inserting, wrapping, and changing elements or dragging and deleting bubbles in the Structure View.
However, you cannot merge or split elements that represent files, and you cannot undo a cut or paste in
a structured book that contains anything other than the default structure.

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EDIT AND VALIDATE BOOK STRUCTURE

Validate the book structure


You can validate an entire book (including its files), only the book file, or only the current element in the
book file. If you validate the entire book, the structure of the book and each file is checked against the
Element Definitions for the book.
To validate the structure of a FrameMaker book based on the Element Definitions, do the following:
1) Choose Structure > Validate. The Element Validation dialog is displayed.

Figure 2: Element Validation dialog


2) Select Entire Document, Current Flow, or Current Element to specify the scope of the validation.
3) To exclude missing elements or attribute values from the validation, turn on Ignore Missing
Elements or Ignore Missing Attribute Values.
If these settings are on, FrameMaker does not look for places where a required child element or a
required attribute value is missing. You may want to turn these on if you are not trying to build a
complete book at this time.
4) Click Start Validating.
If FrameMaker finds an error, you can start to fix this error or click Allow as Special Case. Then click
Start Validating again.
The top part of the Element Validation dialog box shows the element name and a brief message
about the problem.
5) Repeat step 5 until FrameMaker does not find any more errors.

Clear all special cases


To clear all special cases that you have allowed during a previous validation as a special case, do the
following:
1) Choose Structure > Validate.
2) Click Clear Special Cases. FrameMaker clears the special cases in the entire book, only the book file,
or only the current element—whichever scope is selected in the dialog box.
RELATED LINKS:
Import element definitions into structured books

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EDIT AND VALIDATE BOOK STRUCTURE

Generate and update books

578
TROUBLESHOOTING BOOKS

Troubleshooting books
Learn to troubleshoot issues with Adobe FrameMaker books.
Even though you can update and generate a book without error messages, the book may still have some
problems that need correcting.

Generated file is empty


Make sure the name of the generated file is preceded by a generated files icon in the book
window. If it isn’t, the file was added as a document to the book file rather than as a generated file
(see Create a book). When a file is added as a document file, FrameMaker won’t generate it. Also
check that the setup of the generated file is correct.
Slow performance
To improve performance, open as many files in the book as possible before you use Edit > Update
Book or File > Import > Formats in a book window. After using the command, save all the files in
the book.
NOTE: In addition, if you experience
slow performance while working with books, minimize or
remove the Show/Hide Conditional Text panel from your workspace.
Chapter starts on wrong side
You need to correct your documents’ pagination.

Interpreting boook error messages


See the interpretation of various error messages in books in Adobe FrameMaker.
The Book Error Log reports all errors that occur when you apply a command to a book. In addition, many
error messages contain hypertext links so that you can click the message in the Error Log to display the
location of the error.

Unresolved Cross-Refs
The Book Error Log lists all files that contain unresolved cross-references.
Inconsistent Show/Hide Settings, Inconsistent Use Condition Indicators, or Inconsistent Condition Indi-
cator
The indicated file contains conditional text settings that differ from those in the previous file in the
book. You can make the settings in each file the same (by using Insert > Conditional Tags) or you
can update the settings throughout the book at once. To do this, change the settings in one file and
then use File > Import > Formats to apply the settings to the entire book.
Inconsistent Numbering Properties
The numbering properties specified in the component are different from the book’s numbering
properties. The book’s numbering properties override those of the document. See Document and
page numbering.

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TROUBLESHOOTING BOOKS

Inconsistent Color Settings


The indicated file contains color separation settings or color definitions that differ from those in the
previous file in the book.
Couldn’t Open File
The Book Error Log will indicate if the file was saved using an older format, if it used unavailable
fonts, or if it cannot locate the file. For more information on the problem, open the file to see the
alert message that appears.
Book Not Self-Consistent
The contents of generated files, the page count, or cross-references continued to change while
generating and updating files in the book. For example, if a book contains both a list of markers and
an alphabetical list of markers, and if both contain hypertext links, the number of markers grows
each time the files are generated. If this happens, move one of the generated lists out of the Include
scroll list when you use the Generate/Update command again.
Inconsistent Element Boundary Settings
In a structured book, element boundaries are showing in some files in the book but not in others.
Fix the settings in individual files to make them consistent.

Troubleshooting TOCs and lists


Learn to troubleshoot TOCs and lists in Adobe FrameMaker.
Minor problems in the source document may cause corresponding problems in the list. For example, an
incorrectly tagged paragraph may cause an extra entry to appear in the list or to be missing from it. Or
an empty paragraph may cause an extra line to appear in the list.

Extra entries or lines


Incorrect formatting in the source document can cause extra paragraphs to appear in a list such as
a table of contents. To correct this, do the following:
• If the list contains an entry that doesn’t belong there, check the corresponding paragraph style or
marker type in the source document and either apply a different format to the paragraph or change
the marker type.
• If the list contains an extra line with only a page number, delete the corresponding empty para-
graph in the source document. If you need extra space between paragraphs in the source docu-
ment, use the spacing properties of the paragraphs’ formats rather than insert an empty
paragraph.
Missing entries
To include entries that appear in the source document, but not in the list, do one of the following:
• If all entries with a particular paragraph style or marker type are missing, make sure the Include
scroll list in the Set Up dialog box contains the correct items.

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TROUBLESHOOTING BOOKS

• If an occasional entry is missing, check the style of the corresponding paragraph or element, or the
type of the corresponding marker in the source document. If any of these are incorrect, the infor-
mation won’t be included in the list.
Split entries
A multiline heading in the source document can be a problem if the line breaks were created by
pressing Return so that each line is a separate paragraph. The list will contain an entry for each
paragraph in the heading. Fixing the list requires using only one paragraph for the heading in the
source document.
Avoid using forced returns in a heading; forced returns appear in the generated TOC. Instead, to
force a heading to break into two lines where you want, change the right indent of the heading
paragraph in the source document. If the heading is centered, you may want to change both the
left and right indents. You can also use nonbreaking spaces to force a heading to break acceptably.
Incomplete entries (unstructured documents)
When an element contains more than one paragraph, the list includes an entry for only the first
paragraph. A multiline heading in the source document can be a problem if each line is a separate
paragraph.
Avoid using forced returns in a heading; forced returns appear in the generated TOC. Instead, to
break a heading into two lines (while still including all of its text in the list), use nonbreaking spaces
to force a break. Or you can adjust the right indent for the heading to force a break, or the right and
left indents if the heading is centered, though this will be a format rule override.
NOTE: Be aware that these techniques create overrides to both paragraph styles and element definitions.
As such, they may not be retained when importing formats or element definitions, or when changing the
context of the element by editing other parts of the structured document.
Incorrect pagination (books with XML components)
If you have a mix of structured XML and unstructured files in a book, sometimes the page numbers
are incorrect when you generate a PDF. This problem could be because the pagination information
for XML files is obtained from the template and the template could have a dual pagination setting.
To avoid this problem, always open the XML files and then update the book. This way all the compo-
nents in the book have correct pagination information and the PDF that you then generate also has
correct page numbers.
Bad line breaks
Bad line breaks in the list or its source document may separate information that belongs together
in the list. To correct this, do one of the following:
• Change the characters after which FrameMaker allows line breaks. For example, FrameMaker
normally allows a line break after an en dash (–). To disallow breaks after an en dash, use Format >
Document > Text Options.
• In the special text flow on the reference page, use nonbreaking spaces between the text and page
number for each entry so that a page number does not appear on a line by itself. See Edit special
text flow for a list or index.

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TROUBLESHOOTING BOOKS

Disappearing titles
A title you entered may disappear when you regenerate, unless you give the title a paragraph style.
Disappearing formatting
If your formatting changes aren’t retained when you regenerate (see Formatting lists and indexes),
do the following:
• If you changed the filename or location of the list, change the name and location back. FrameMaker
won’t find any formatting changes unless you save the list in the same folder as the source docu-
ment and use the filename that FrameMaker assigns.
• To retain paragraph and character style changes, store them in the list’s Paragraph Catalog or Char-
acter Catalog, making them available the next time you generate the list.
• To retain other changes, make them in the special text flow, as described in Edit special text flow
for a list or index.

Troubleshooting indexes
Know how to troubleshoot indexes issues in Adobe FrameMaker.

Missing entries
If an entry is missing entirely from the generated index, do the following:
• Check whether the corresponding marker (or marker element) is an incorrect marker type. You can
do this by generating a list of markers that includes all marker types and then searching the list for
the entry you want.
• Check whether the corresponding marker (or marker element) is in hidden conditional text by using
Insert > Conditional Tags to show all conditional text, and then generating the index again.
• Check whether the marker (or marker element) was deleted accidentally.
Entries containing double question marks
Double question marks (??) in a page range indicate that FrameMaker can find only one of the two
markers that define the range. If you see double question marks, do the following:
• Check that neither marker (or marker element) is missing.

Figure 1:
• Check that the spelling, punctuation, and capitalization of the marker text match exactly.

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TROUBLESHOOTING BOOKS

Figure 2:
• Check that <$startrange> appears in the first marker (or marker element) and that
<$endrange> appears in the second marker (or marker element).

Figure 3:
Missorted entries
Most sorting problems are the result of incorrect marker text. If you see missorted entries, do the
following:
• Check that the colons and semicolons are used correctly. If a semicolon appears where a colon
belongs, two main entries appear rather than one subentry. If a colon is missing, a subentry appears
incorrectly as a main entry.

Figure 4:
• Check that sorting information is present and correct, and appears between brackets ([ ]) at the
very end of the marker text (see Index sort order). For example, if you want to sort a cross-reference
as the last subentry, the sorting information in the marker text for it should end with :zzz.

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TROUBLESHOOTING BOOKS

Figure 5:
• If sorting errors occur in a pattern—for example, if all numeric entries appear at the end of the
index rather than at the beginning—check that the sorting information in the special text flow on
the reference page is correct.
Page numbers with See or See also cross-references
A cross-reference index entry may incorrectly contain a page number. Make sure that <$nopage>
appears at the beginning of the marker text for the cross-reference entry.

Figure 6:
Bad line breaks
If entries break between numbers in a page range or between the end of the entry and the first
page number, do the following:
• Change the characters after which FrameMaker allows line breaks. To disallow line breaks after
certain characters, such as an en dash (–), use Format > Document > Text Options.
• To force the end of an entry to appear on the same line as the page number, use a nonbreaking
space, an en space, or an em space as the separator between them.
• If you specified in the special text flow on the reference page that spaces or hyphens appear
between page numbers in a range, make sure they are nonbreaking (see Edit special text flow for a
list or index).
• Change the volume or chapter numbering for the source document’s page numbers (see Set up
numbering). If the book’s pages are numbered by chapter (11, 12, …, 21, 22, …), the volume or
chapter number should be followed by a nonbreaking hyphen.

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TROUBLESHOOTING BOOKS

Figure 7:
Disappearing titles
A title you entered may disappear the next time you generate the index, unless you follow the steps
in “Add a title or other static text to lists and indexes”.
Disappearing formatting
If your formatting changes aren’t retained when you regenerate (see Formatting lists and indexes),
do the following:
• If you must rename a generated file, do so using the book window. FrameMaker will rename the
file in the book window and on disk.
• To retain paragraph and character style changes, store them in the index’s Paragraph or Character
Catalog, making them available the next time you generate the index. For details, see “Redefining
(updating) formats”.
• To retain other changes, make them in the special text flow, as described in Edit special text flow
for a list or index.

585
SINGLE-SOURCING CONTENT

Single-sourcing content
Know what single sourcing content is and how to work with single sourcing content in FrameMaker
When writing documentation, you often need to provide multiple different output for the same content.
For example, you may need to publish the same document online or to PDF.
Also, different documents may contain common content that you can reuse. FrameMaker provides a
number of different single-sourcing techniques such as conditional text, text insets, content references,
and variables that allow you to easily reuse content within a document or across documents.

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CONDITIONAL TEXT

Conditional text
Understand what conditional text is and work with conditional tags in Adobe FrameMaker.
Sometimes you author different types of content for different output formats using the same
FrameMaker document. This document can contain conditional tags and conditional graphics for each
type of output. For example, to create both a PDF print version and an HTML Help version of a document,
mark the different content for each using conditional tags.
You can also use conditional tags to include comments to yourself or your reviewers. You can hide the
comments before you print the final copy.
Conditional tags differ from one version of a document to another. Unconditional text is common to all
versions.
Conditional text is content that you can show or hide, depending on the condition or conditions applied
to a book or an individual document. You can write in one document, and then use conditional text to
create multiple outputs.
You can specify conditional tags in FrameMaker at the book level or an individual chapter level. If there
is a condition that applies to all chapters in a book, then you can easily apply that condition to all chapters
with a single click. See Applying conditional tags at the book level.
While the conditional text in a document differs from one output of the document to another, the uncon-
ditional text is common to all output.
You can make any unit of text conditional, from a single character to entire sections. Anchored frames,
images, tables, cross-references, footnotes, markers, and table rows and columns can be made condi-
tional.
NOTE: The conditional tag state for a table row or column overrides any conditional tags that are applied
to the text in the individual cells in the column.

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CONDITIONAL TEXT

Two versions of a datasheet: Conditional tags can be used to create two datasheets in one document. The text and
graphics common to both datasheets are unconditional. The text and graphics that appear in only one datasheet are
assigned a conditional tag that identifies the datasheet.

A. The image and the first paragraph contain both conditional and unconditional information. B. Uncon-
ditional text.

Manage conditional tags


Adobe FrameMaker lets you manage conditional tags with the help of several options. Understand these
options to handle conditional text in your documents.
Create conditional text in FrameMaker by creating and applying conditional tags.
Use the Conditional Tags panel to work with conditional text in your documents. From this panel, you
can add, modify, delete, apply, or remove conditional tags in a document.
This section covers the following topics:
• Conditional Tags panel
• Creating and editing conditional tags
• Importing conditional tags and expressions
• How to check if a tag is used in a document
• List conditional tags in a document
• Identifying the state of conditionalized text

Conditional Tags panel


To open the Conditional Tags panel:

588
CONDITIONAL TEXT

• Choose View > Panels > Conditional Tags.


• Alternatively, choose Insert > Conditional Tags.

Figure 1: Conditional Tags panel


The Conditional Tags panel displays the list of conditional tags in the current document.
To sort the list of conditional tags, click a column header in the list. The list is sorted by the header that
you click.
To resize a column:
1) Hover the mouse between two columns until the cursor is a bi-directional arrow.
2) Hold down the left mouse button, drag, and release the mouse button when the column is sized as
required.
Use the Conditional Tags panel to:

A (Create New Tag):


Open the Add/Edit Condition Tag dialog to create a tag. See Creating and editing conditional tags.
B (Edit):
Open the Add/Edit Condition Tag dialog to edit a selected tag. See Creating and editing conditional
tags.
C (Delete):
Delete a selected tag. See Deleting conditional tags.

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CONDITIONAL TEXT

D (Show/Hide):
Open the Show/Hide Conditional Text.
E (Uncheck All):
Remove all conditional tags applied to the selected text.
F (Apply):
Select text in a document, change the state (applied or not applied) of one or more tags, and then
click Apply. See Apply conditional tags.
G (Filter):
Select from the list of open documents to display the conditional tags available in that document.
NOTE: You can create
and use conditional tags only at a document level. However, you can import tags
from one document to another. For details, see Importing conditional tags and expressions.
H (Refresh):
Refresh the list of available tags.
I (Search text):
Search for a conditional tag in the list. The SAYT (search as you type) functionality works on all the
columns in the list.
J (Tooltip):
Hover the mouse over an item in the list to see details about the tag.

Creating and editing conditional tags


To apply conditions to the text in a document, you need to create conditional tags first. You then need
to apply the tags to the text in the document.
To create a conditional tag:
1) In the Conditional Tags panel, click Create New Tag.
The Add Conditional Tag dialog opens.

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CONDITIONAL TEXT

Figure 2: Add Conditional Tag dialog


2) In the Tag Name field, enter the name of the tag.
3) Specify conditional indicators:
When you apply a tag to text in a document, you can use conditional indicators as visual cues. For
example, when you apply a tag to a paragraph of text, you can specify that the paragraph of text
displays underlined or the text color is red.
Conditional indicators also are visual cues for other authors who have not necessarily created the
document or applied the conditions to the text. With the help of these visual indicators, authors can
quickly identify the conditions applied to various types of content.
In addition to the visual cues, the Location list in the Edit Conditional Tag panel lists all pages where
a condition is used.
NOTE: The conditional indicators that you specify for a conditional tag displays in your PDF output.
To ensure that the indicators do not display in the PDF output, uncheck the Show Condition Indi-
cators option in the Show/Hide Conditional Text dialog.

Style:
Apply styles such as underline, strikethrough, or change bar to the conditionally applied text.
Color:
Apply text color to the conditionally applied text.
Background
Apply background color to the conditionally applied text.

4) Click OK.
The newly created conditional tag in the Conditional Tags panel shows the defined style, text color, and
background color. It also displays the document in which the tag is created.
TIP: If you add or edit a conditional tag and the changes are not immediately visible in the panel, click
Refresh on the panel.

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CONDITIONAL TEXT

To edit a conditional tag:


1) Select a tag in the Conditional Tags panel and click the Edit button.
The Edit Condition Tag dialog displays the selected conditional tag properties. The dialog also lists
the pages where the selected condition is applied.
2) Update the properties of the tag and click OK.
IMPORTANT: If you change the name of a tag and click OK, a new tag is created.
If you change the conditional indicator properties on an existing tag, these are immediately reflected in
the document content. For example, if you change the Color indicator on the PrintOnly tag from blue to
green, the text on which this tag is applied changes to green.

Importing conditional tags and expressions


You can import conditional tags and expressions from one document to another.
In a team of authors, you can create one document that defines all the tags and conditional expressions
that the team can use. All the authors in the team can then import and use those tags and conditional
expressions. For more information on conditional expressions, see Show/hide conditional text using
conditional expressions.
To import conditional tags and expressions:
1) Open the source and the target documents and go to the target document.
2) Choose File > Import > Formats.
3) In the Import from Document list, choose the source document.
4) Click Deselect All and select Conditional Text Settings.
5) To import the tags and expressions, click Import.
The conditional tags and expressions defined in the source document are imported into the target docu-
ment.
IMPORTANT: If the target document defines a conditional expression with the same name as an expression
in the source document, the target document expression is overridden.

How to check if a tag is used in a document


The Edit Conditional Tag panel contains the locations where the selected condition has been used. You
can double-click on any item in the list to open the conditionalized content.

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CONDITIONAL TEXT

Figure 3: Edit Conditional Tag panel


In addition to the Edit Conditional Tag panel, you can also find a conditional tag using the Find/Change
dialog.
Use the Find/Change dialog to check if a tag is applied to text in the document:
1) Open the Find/Change dialog.
2) In the Find drop-down list, select Conditional Text.
The Find Conditional Text dialog appears.

Figure 4: Find Conditional Text dialog

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CONDITIONAL TEXT

3) Move the condition that you want to search for in the In list.
4) Click Set.
5) In the Find/Change dialog, click Find.
You will be able to search if the selected condition is used in your document.

List conditional tags in a document


To generate a report of all conditional tags applied to text in the document:
1) Choose Insert > List Of > References.
2) From the prompt, choose how to create the report.
3) Add Condition Tags to the Include References list and click Set to generate the report.

Identifying the state of conditionalized text


The conditional tag State checkbox in the Conditional Tag panel has two functions:
1) The State checkbox allows you to apply or remove conditional tags from text in a document.
2) If you select text, the checkbox indicates the current state of the text. This implies that if you select
a piece of text to which one or more tags is applied, the State checkboxes appear checked for the
corresponding tags.
However, the checkboxes also have an As Is state. This state indicates that one or more tags are applied
to part of the text. For example, if a tag is applied to a sentence and you select the entire paragraph, the
tag displays the As Is state. Similarly, if you select two paragraphs to which two different tags are applied,
both the tags display the As Is state.

Figure 5: Conditional tag intermediate state

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CONDITIONAL TEXT

Apply conditional tags


Learn how to apply conditional tags and the various objects where you can apply conditional text in
Adobe FrameMaker.
After you have created conditional tags, you apply these tags to conditionalize text in your document.
For example, if an image applies only to the print output of a document, apply the PrintOnly tag.
Also, you can specify the conditional tag at a book level without the need to apply conditions or expres-
sions to individual chapters.

Applying conditional tags to text


1) Select the text on which to apply the tag.
The following table details the FrameMaker elements that you need to select to apply conditional
tags to the corresponding types of FrameMaker content:

To apply a tag to the following content Select

Text in a text frame, table cell, or Text


footnote
Anchored frame and its contents Frame border or anchor symbol
Table Table anchor symbol
Table row Whole row
Cross-Reference or variable Cross-reference or variable text
Footnote Footnote reference (the number in the main text)
Marker Marker symbol

NOTE: To make a graphic, image, or picture conditional, you need to add these in an anchored frame
and then apply a conditional tag to the anchored frame.
2) Open the Conditional Tags panel.
The State column in the list of tags grid displays the state of the tag (applied or not applied) with
respect to the current selected text.
3) To apply a tag to the selected text, click to select the State checkbox.
NOTE: As soon as you click the State checkbox, an asterisk displays to the right of the checkbox. This
indicates that you have changed the tag state of the selected text but you have not applied (or
saved) the changes.
4) To apply the tag to the text, click Apply in the Conditional Tags panel.
If you have defined conditional indicators for the tag, the applied text reflects these indicators. For
example, if you apply the tag to a paragraph of text and text color for the tag is defined as red, the text
color of the applied text immediately changes to red.

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CONDITIONAL TEXT

You can apply multiple tags to a piece of text by selecting the text and selecting the tags in the Conditional
Tags panel. You can also select text to which a tag is applied and then apply more tags to the text.
Some tips and details for using the Smart Catalog:
• You can use the Smart Catalog keyboard shortcut to apply a conditional tag.
• Press ctrl+4 to display the Smart Catalog to apply a conditional tag.
• From the Smart Catalog select the tag to apply.
• The state of the tag is updated in the Conditional Tags panel.

Applying conditional tags to tables


FrameMaker gives you visual indicators to identify and distinguish between the various conditional tags
applied to tables.
If you choose the Color conditional indicator when you create the conditional tag, the table border is
displayed with a hash of the selected color.
If you choose the Background conditional indicator when you create the conditional tag, the table border
is displayed with a solid border of the selected color.
If you do not select either the Color or Background indicators, the table border is displayed with a black
colored hash.

Applying conditional tags to anchored frames


FrameMaker gives you visual indicators to identify and distinguish between the various conditional tags
applied to anchored frames.
If you choose the Color or Background conditional indicators when you create the conditional tag, the
anchored frame border is displayed with a hash of the selected color.
If you do not select either the Color or Background indicators, the anchored frame border is displayed
with a black colored border.

Applying multiple conditional tags


You can apply any number of tags to a single piece of text in structured or unstructured documents. You
can also overlap tags across text.
If you apply multiple tags on the same text in a document, the following conditions hold:

Conditional indicators behavior:


If each tag has different conditional indicators, FrameMaker attempts to combine the indicators.
For example, if you apply two tags with Color set to blue and yellow to a paragraph of text, the
resultant text displays in green.
Show tag precedence:
The show tag takes precedence. If multiple tags are applied to a piece of text, and at least one tag
is marked as show, the text will display.

If you apply multiple tags on overlapping text in a document, the following conditions hold:

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CONDITIONAL TEXT

Apply Show tag to a large piece of text and Hide tag to its subset:
If you apply a Show tag on a large piece of text and a Hide tag on a subset of text, all the text
displays. The reason for this behavior is based on the Show tag precedence. Take the following
unstructured document example:
If you apply a Show tag to a paragraph of text (a large piece of text), each sentence (subset) inherits
the Show tag. So, if you apply a Hide tag on one sentence, that sentence now has a Show tag and a
Hide tag applied. The paragraph displays because it has a Show tag applied. Also, based on the
Show tag precedence, the sentence displays along with the paragraph.
Apply Hide tag to a large piece of text and Show tag to its subset:
If you apply a Hide tag on a large piece of text and a Show tag on a subset of text, only the subset
displays. The reason for this behavior is based on the Show tag precedence. Take the following
structured document example:
If you apply a Hide tag to an ordered list (<ol>), each list item (<li>) inherits the Hide tag. So, if
you apply a Show tag on one list item, that item now has a Show tag and a Hide tag applied. The
other list items do not display because each of them has inherited the ordered list Hide tag.
However, based on the Show tag precedence, the list item on which the Show tag is applied
displays.

Applying conditional tags at the book level


To apply one or more conditions that are common across chapters in your book:
NOTE: Your .book file can be a mix of both structured (.xml) and unstructured (.fm) files. However, you
cannot apply conditions at the book level for .ditamap and .bookmap files.
1) Select the .book file.
2) Choose View > Show/Hide Conditional Text.
3) Select the condition(s) that you want to apply to all files in the book.
4) Select the Update Book After Apply option.
5) Click Apply and click OK on the alert dialog.
6) Click Update on the Update Book dialog.
The selected condition(s) are applied to all files in the book.

Applying conditional tags in structured documents


In a structured FrameMaker document, elements are arranged hierarchically. FrameMaker allows you to
apply conditional tags to any element in the document hierarchy. For example, you can apply a condi-
tional tag to the definition list (<dl>) or any element contained within the list.
You need to take care not to break the structure of the document. If you apply a conditional tag to a
mandatory child element and mark the tag as hidden, the document structure breaks. FrameMaker does
not prevent you from doing this; however, the Structure View will indicate the break in the document.

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CONDITIONAL TEXT

Figure 6: Broken structure when the dt tag is marked as hidden

Apply conditional tags to elements in a structured document


To apply a conditional tag to an element, by default, you need to select the entire element (in the Struc-
ture View panel). Then apply the conditional tag with the Conditional Tags panel or by using ctrl+4.
However, if you set (or add) the following maker.ini flag, you can apply a tag to an element by placing
the cursor anywhere within the element:
ApplyCondTillElementBoundaries=On

Processing Instructions for Conditional Tags


When you apply conditional tags to a structured document, the processing instructions to handle the
tags are defined in the Structured Application. For details, see the Specifying conditional text output
section of the FrameMaker Structure Application Developer’sReference.

Processing instructions for conditional tags applied to table columns


When you apply conditional tags to the columns in a table, FrameMaker adds processing instructions to
enable round-tripping in the XML.

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CONDITIONAL TEXT

For example, the following processing instruction indicates that the condition ConditionCol1, is applied
to the first column of the table:
<?Fm TableColumnCond start=0 end=0 ConditionCol1?>
The following processing instruction indicates that the condition ConditionCol1, is applied to the first
column of the table:
<?Fm TableColumnCond start=1 end=2 ConditionCol2?>

Copying conditions across text


Understand how to copy conditional tags from one piece of content to other pieces of content.
You can copy the conditions applied to one piece of text to other pieces of text. For example, say two
conditional tags are applied to one paragraph of text. You can use the special Copy & Paste functionality
to apply both these tags to another piece of text.
To copy conditions across text:
1) Select the text from which to copy the condition or conditions.
NOTE: To check that you have selected the text correctly, ensure that the State checkbox in the
Conditional Tags panel displays as checked.
2) Choose Edit > Copy Special > Conditional Text Settings.
3) Select the text to which to apply the tags.
4) Choose Edit > Paste.

Removing conditional tags


Learn how to apply conditional tags. Understand the various objects where you can apply conditional
text in Adobe FrameMaker.

Removing conditional tags from text


If you need to make a specific piece of text unconditional, you can remove the conditional tags applied
to that text. In this case, FrameMaker does not delete the tags from the document catalog. This implies
that you can apply the tags to other text in the document. To delete conditional tags from a document,
see Deleting conditional tags.
1) Select the text from which you want to remove the applied conditional tag.
2) Open the Conditional Tags panel and deselect the State checkbox for the required Conditional Tag.
NOTE: As soon as you click the State checkbox, an asterisk displays to the right of the checkbox. This
indicates that you have changed the tag state of the selected text, but you have not applied (or
saved) the changes.
3) Click Apply in the Conditional Tags panel.
If you have defined conditional indicators (such as style, color, or background) for the conditional tag, the
indicators are removed from the text from which you remove the tag.
Some tips and details for using the Smart Catalog:

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CONDITIONAL TEXT

• You can use the Smart Catalog keyboard shortcut to a remove conditional tag.
• Press ctrl+5 to display the Smart Catalog to remove a conditional tag.
• The state of the tag is updated in the Conditional Tags panel.
• From the Smart Catalog, select the tag to remove.

Removing all conditional tags from text


You can choose to remove all conditional tags that are applied to a piece of text in a document.
1) Select the text from which to remove all the tags.
2) Click Uncheck All in the Conditional Tags panel.
NOTE: As soon as you click Uncheck All, an asterisk displays to the right of the checkbox for each
conditional tag applied to the text. This indicates that you have changed the tags state of the
selected text, but you have not applied (or saved) the changes.
3) To remove all the tags from the text, click Apply in the Conditional Tags panel.
If you have defined conditional indicators (such as style, color, or background color) for the tags, the indi-
cators are removed from the text from which you remove the tags.
TIP: Press ctrl+6 to remove all conditional tags from the selected text. The state of the tags is updated in
the Conditional Tags panel.

Deleting conditional tags


See how you can show and hide conditional text and indicators in Adobe FrameMaker through condi-
tional text dialog.
You can delete a conditional tag if it is no longer required to be applied.
1) Select a tag and click Delete in the Conditional Tags panel.
2) Click OK to confirm the delete operation.
3) If the tag is used in a document, you are prompted to choose how to resolve the content to which
the tag is applied.
You can choose to set the content as unconditional, or you can choose to delete the content.
IMPORTANT: When you delete a tag, it will be deleted from the document catalog. It will no longer be avail-
able for use in the document. If you need to remove a condition from content, do not delete the applied
tag or tags.

Show or hide conditional text


See how you can show and hide conditional text and indicators in Adobe FrameMaker through condi-
tional text dialog.
Conditional text in FrameMaker allows you to apply conditions to text. Once you have applied conditions,
you can then decide, based on the applied conditions, the text to show or hide.
When you apply a tag to text in a document, the text is marked as conditional. If you have defined Condi-
tional Indicators (such as style, color, or background color), the text on which the tags are applied is

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CONDITIONAL TEXT

conditionally formatted based on the indicators. However, all text displays in FrameMaker. You still need
to specify the text to show and text to hide based on the applied tags.
To show or hide conditional text, use the Show/Hide Conditional Text dialog.

Show/Hide Conditional Text dialog


After applying conditional tags to the text in a document, you use the Show/Hide Conditional Text dialog
to set up and define the text to show or hide.

Figure 7: Show/Hide Conditional Text dialog

Show All:
Default. All text in the document is displayed (unconditionally) irrespective of the conditions
applied.
NOTE: The Show All option ensures that all text is displayed. However, the conditionalized text displays
with the specified conditional indicators.
Show as per Condition:
Select this option and move conditional tags between the Show and Hide tag lists to specify the
tagged text to show or hide, respectively.
Show if all Conditions Applied:
Select this option to ensure that any tagged text in the document displays only if all conditional tags
selected in the Show list are applied to that text.
Show as per Expression
Select this option and choose a conditional expression that defines the show and hide conditions.

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CONDITIONAL TEXT

Show Conditional Indicators:


When you define conditional indicators for the conditional text in a document, by default, the text
displays and outputs (PDF) with the indicators. You can choose to turn off this option.

Figure 8: Condition indicators (strikethrough and underline) identify two conditions.


Apply Show/Hide settings to Nested Books
If you have nested books in your main book file, then select this option to ensure that the condi-
tional tags are applied to all nested books.
Update Book after Apply
Select this option to apply conditional tags to all files in your book.

Show/hide conditional text using conditional tags


1) Open the Show/Hide Conditional Text.
2) To show or hide text in the document using conditional tags, select Show as per Condition.
3) Use the arrows to move tags between the Show and Hide conditional tag lists.
For example, to show only text tagged as print; ensure the PrintOnly tag is in the Show list. Move
all other tags to the Hide list.
To show text tagged as PrintOnly and MobileOnly; ensure only these tags are in the Show list.
4) To show and hide the conditionalized text depending on the list to which you add them, click Apply.
The conditional text is hidden or displayed.
If conditional indicators are applied to tags in the Show list, the corresponding tagged text displays with
the specified indicators. You can choose to remove the indicators by unchecking the Show Conditional
Indicators option in Show/Hide Conditional Text.
IMPORTANT: If you plan to generate a PDF output of a document on which conditional text is applied, you
need to turn off this option. If you keep the Show Conditional Indicators option on, the PDF output will
display with the indicators.

Show/hide conditional text using conditional expressions


Using conditional tags, you can show or hide text depending on the tags you place in the Show and Hide
tag lists, respectively. This means that any tag in the Show list causes the corresponding tagged text to
display. However, consider the following example:
A document defines the Comment, PrintOnly, and MobileOnly conditional tags. Paragraphs in the docu-
ment are tagged with different combinations of these tags:

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CONDITIONAL TEXT

• Paragraph one is tagged as PrintOnly.


• Paragraph two is tagged as PrintOnly and MobileOnly.
• Paragraph three is tagged PrintOnly and Comment.
You need to set up the document to display only text tagged as PrintOnly and MobileOnly. If you move
the PrintOnly and MobileOnly tags to the Show list, all three paragraphs display since all have either one
of these tags associated. To handle this, you create conditional expressions that allow you to combine
multiple tags with the and, or, and not operators.
In the above example, the expression “PrintOnly” and “MobileOnly” ensures that only text with
both PrintOnly and MobileOnly tags is included.
To create a conditional expression:
1) In the Show/Hide Conditional Text dialog, click Build Expression.
In the Manage Conditional Expression dialog, you can create or edit conditional expressions.
2) To create an expression, enter a name for the expression.
You build an expression using the available tags in combination with the and, or, and not opera-
tors.
3) In the above example, click the PrintOnly tag and click the arrow to add the tag to the expression
box at the insertion point.
Alternatively, you can double-click the PrintOnly tag.
4) Click and to add the operator after the PrintOnly tag.
5) Click the MobileOnly tag and click the arrow to add the tag to the expression.
6) Click Save.
The conditional expression displays in the list.
7) On the Show/Hide Conditional Text dialog, select Show as per Expression.
8) From the Build Expression list, choose the required expression and click Apply.
NOTE: The default expression is not preserved if you generate a flat book from a DITA map. You need to
build a conditional expression to show or hide text according to condition tags.
The text is displayed based on the conditional expression.
Conditional expression might require grouping of sub-expressions in brackets. Take the example of a
document with the following tags:

Platforms:
Win, Mac, and Unix
Versions:
Version 1.0, Version 2.0, and Version 3.0
Output:
PDF, HTML, EPUB, and RTF

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CONDITIONAL TEXT

To display text tagged as Win or Mac with all versions except Version 1.0 and output PDF or HTML, create
the following expression:

Figure 9: Using parentheses to simplify conditional expressions


When you create conditional expressions:
• Tag names display in green text.
• Tag names must be included in double-quotes.
If you select a tag name from the Condition Tag list, the name displays in double-quotes. However,
you can also enter the tag name manually. In this case, ensure that you enter the name in dou-
ble-quotes.
• Misspelled tag names are underlined with a red squiggly.
• And, or, and not operators display in blue text.
• Syntax errors display with a yellow background.
• The Save button is disabled if there are errors in the expression.

Finalizing conditional documents


Learn how to finalize conditional documents in Adobe FrameMaker.
Before you produce a finished version of a conditional document, follow these guidelines:
• Change your view of the document to include only the version you want to print, and turn off condi-
tion indicators.
• If your document contains variables, make sure that the variable definitions are correct for the
version you’re printing.
• Spell-check the document. This feature finds double spaces and punctuation problems caused by
incorrectly tagged with conditional tags.

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CONDITIONAL TEXT

• Update cross-references. If the document contains unresolved cross-references, perhaps they


point to cross-reference markers in hidden conditional tags. Show the version and update the
cross-references again.
• Create a copy of the document for each version before manually adjusting line and page breaks.
Use the copy for each version for making the adjustments and for printing. These adjustments
differ with each version. Use the original document for future edits.
• If the document is part of a book, update the book and its generated files. If the book contains docu-
ments with different condition indicators for the same tag, FrameMaker displays an alert message.
It also alerts you if some conditional tags are displayed in one document but are hidden in another.
If this situation occurs, click Cancel to stop book generation. Correct the conditional tags settings
of your documents.
• After generating an index, check it for double question marks (??), which indicate missing or incor-
rect index markers.

FAQ and troubleshooting


Learn to troubleshoot conditional text in Adobe FrameMaker. Also, check the frequently asked questions
on conditional text.

I have applied conditional tags to the text, but all of the text is being displayed.
You need to use the Show/Hide Conditional Text panel to specify the text to show or hide. For
details, see Show/Hide Conditional Text dialog.
Can I apply two conditional tags to the same sentence?
You can apply any number of tags to text.
The tables cannot be tagged as conditional text.
You can apply conditional tags to a whole table, rows in a table, or columns in a table. For details,
see Apply conditional tags.
I want to use the same conditional setting across all my books. How can I reuse the settings from one
book to another?
You can import conditional tags and expressions from one document into another. For details, see
Importing conditional tags and expressions.
Why does nothing happen when I change the state in the conditional text panel?
After you change the state of a tag in the Conditional Tag panel, you need to click Apply to apply
the updates to the document text. For details, see Apply conditional tags.
How do I avoid unresolved cross-references?
Sometimes you insert a cross-reference to a paragraph, and the first word in the paragraph is condi-
tional. The Cross-Ref marker that FrameMaker inserts is also conditional (with the conditional tag
settings of the first word). The marker is hidden when you hide the conditions of the first word. As
a result, the cross-reference is sometimes unresolved if the conditional tag settings of the
cross-reference and of the cross-reference marker differ.

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CONDITIONAL TEXT

To avoid this situation, select just the Cross-Ref marker at the beginning of the source paragraph,
and make it unconditional. Then the marker is always visible. The cross-reference is resolved no
matter which version is visible.
I have used the same condition tags in multiple topics. What will be the state of my topics if I am
publishing with FrameMaker components route (Flat Book Hierarchy)?
If you have tags with same name in multiple topics, and the Show/Hide state is different:
• For a nested topicref, the Show state of the parent topicref is maintained. For example, the
parent topicref has tag in Show state, the child topicref has the same tag in Show/Hide
state, the state of parent (Show state) is maintained.
• For a nested DITA map, the Show/Hide state of children is maintained in a top-down manner, so
the state of the tag first encountered is maintained. For example, if the first child has tag in Hide
state, and the second child has the same tag in Show state, the tag would show in Hide state in the
final book with the FrameMaker components route.

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CROSS-REFERENCES

Cross-References
Understand what cross-references are and how to use the Cross-References panel in Adobe
FrameMaker.
You can provide your readers with links from one document to another or from within one part of a docu-
ment to another. In Adobe FrameMaker, you can create links using cross-references. Since cross-refer-
ences in FrameMaker are based on markers, if the position of a cross-reference in the document
changes, the link remains intact as long as the marker remains intact. For example, say you create a
cross-reference to a heading in a document and then include or remove content before the heading. The
cross-reference remains intact, even though the location of the destination header has changed.
Choose View > Panels > Cross-References to open the Cross-References panel.

Figure 1: Cross-References panel


The Cross-References panel displays the list of cross-references in the current document.
To sort the list, click a column header in the list. The list is sorted by the header that you click.
To resize a column:
1) Hover the mouse between two columns until the cursor is a bi-directional arrow.
2) Hold down the left mouse button, drag, and release the mouse button when the column is sized as
required.
Use the Cross-References panel to:

A (Search text):
Search for cross-references in the list. The SAYT (Search As You Type) functionality works on all the
columns in the list.
B (Insert):
Insert a cross-reference in the document.
C (Edit):
Open the Cross-Reference dialog to edit a cross-reference.

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CROSS-REFERENCES

D (Delete):
Delete a selected cross-reference.
E (Go to Location):
Go to the selected cross-reference in the current document.
F (Convert To Text):
Convert the selected cross-reference to editable text.
NOTE: The visible text of the
cross-reference is converted to editable text. For example, if you choose to
include the page number in the cross reference text, this will be retained as editable text.
G (Filter):
Filter the cross-references on the basis of document or type of references. From the Document list,
select from the following options:
• Current
• All Open Docs
• Choose a document from the list
For the type of References, select from the following options:
• All Cross-References
• External Cross-References.
• Unresolved Cross-References.
H (Refresh):
Refresh the list of available cross-references.

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Cross-Reference dialog
Understand the Cross-Reference dialog in Adobe FrameMaker.
In Adobe FrameMaker, you use the Cross-Reference dialog to insert a cross-reference in a document.
In the Cross-Reference dialog, you can:
• Update the destination document and paragraph, cross-reference, or element
• Update the element if the cross-reference is an element in a structured document
• Change the format of the cross-reference
• Convert the cross-references in the document to text.
Choose Insert > Cross-Reference to display the Cross-Reference dialog.

Figure 1: Cross-Reference dialog

Document
Select the document containing the target for the cross-reference.
NOTE: If the cross-reference is pointing to a location in another document, you need to open the docu-
ment first.

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Go to Source
Navigate to the location of the cross-reference. If the cross-reference is located in another docu-
ment, open the document and navigate to the selected paragraph style.
Source Type
Choose the type of content of the destination location:

Paragraph
To insert a cross-reference to a paragraph in a document.
Cross-Reference Markers
To insert a cross-reference to a Cross-Ref marker in a document.
Elements Listed in Order / Elements Sorted by ID
To insert a cross-reference to an element in structured documents.
You can choose to list the elements in the document by the order in which the elements appear in
the document. Alternatively, you can list the elements by the unique ID applied to each element.

Source Type lists


Depending on the source type selected above, the list on the left below display the paragraph
styles, cross-references, or element types in the selected document.
The list box on the right displays the specific paragraphs, cross-references, or elements.
Element Tag
Choose the element (for example XRef) to use for the cross-reference.
Format
Choose a cross-reference format for the cross-reference in the current document.
Edit Format
By default, FrameMaker provides a list of cross-reference formats. Choose this option to add, edit,
or delete from this list.
Convert to Text
Displays the Convert Cross-Reference to Text dialog:

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Figure 2: Convert Cross-Reference to Text dialog
In this dialog, you can convert to editable text:
• the currently selected cross-reference
• cross-references with a specific format
• cross-references with a specific element
• all cross-references in the current document
Insert / Replace
Insert a cross-reference at the specific location.
If you have an existing cross-reference selected, the button Replace is active to update the
cross-reference.

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Insert Cross-References
Understand how to insert a cross-reference in Adobe FrameMaker.
In this topic
• Introduction
• Insert a cross-reference to a paragraph in a document
• Insert a cross-reference to a paragraph in a text inset
• Insert a cross-reference to a Cross-Ref marker in a document
• Insert a cross-reference to an element in structured documents

Introduction
In Adobe FrameMaker, you can insert a cross-reference to point to another part of the same document
or a part in another document. In structured documents, you can also insert cross-references to
elements.

Insert a cross-reference to a paragraph in a document


1) Place the insertion point at the location in the current document where you want to insert the
cross-reference.
2) Click Insert on the Cross-References panel. Alternatively, choose Insert > Cross-Reference. The
Cross-Reference dialog is displayed.
3) In the Document drop-down list, select the document containing the destination paragraph. To
insert a cross-reference to another document, open the destination document in FrameMaker.
4) Select the paragraph type and the destination paragraph.
5) From the Format list, choose the format to display the cross-reference.
For example, the See Heading & Page format displays as: See “Creating cross-references” on page 1
6) Click Insert.
TIP: If you move a paragraph that is the target of a cross-reference to another position within the same
document, make sure to move the Cross-Ref marker in this paragraph, too.
IMPORTANT: If the destination paragraph exists in a separate document, you need to ensure that you have
write permissions on that document. For example, if you are using a content management system, you
might be required to check-out both the source and destination documents.

Insert a cross-reference to a paragraph in a text inset


If you have a document that includes a text inset reference to another document, you can insert a
cross-reference to paragraphs in the text inset.
1) Place the insertion point at the location in the document where you want to insert the cross-refer-
ence.
2) Click Insert on the Cross-References panel. Alternatively, choose Insert > Cross-Reference. The
Cross-Reference dialog is displayed.

612
3) In the Document drop-down list, select the document that contains the destination paragraph. To
insert a cross-reference to another document, you need to open the destination document in
FrameMaker.
4) Select the paragraph type and the destination paragraph.
5) From the Format list, choose the format to display the cross-reference.
For example, the See Heading & Page format displays as: See “Creating cross-references” on page 1
6) Click Insert.
NOTE: If you insert a cross-referenceto a paragraph in a text inset, the cross-reference marker is some-
times lost when the text inset is updated. To prevent the marker from being lost, first, insert a
cross-reference to the paragraph in the text inset’s source document.
1) Open the source of the inset by double-clicking the inset and then clicking Open Source from the
Text Inset Properties panel.
2) Insert a cross-reference to the paragraph anywhere in the source document.
3) Delete the cross-reference text. The marker remains.
4) Save the source document. In the document that contains the text inset, update the text inset by
choosing Edit > Update References.
5) Insert a spot cross-reference, this time in the document that contains the inset. The cross-reference
uses the marker in the updated inset.

Insert a cross-reference to a Cross-Ref marker in a document


You can insert a cross-reference to any location in a document by using the Cross-Ref type marker. Using
the Cross-Ref marker, you can link to a word or phrase in a paragraph or an anchored frame. You even
can link to the text in a cell in a table. You can link to any location in a document where you can insert a
Cross-Ref marker.
1) Place the insertion point at the destination location. Choose Insert > Marker to open the Marker
dialog.
2) In the Marker dialog, choose the Cross-Ref marker type.
3) Specify a marker text and click New Marker.
The marker text can have any name. Select this name in the Cross-Reference dialog when you insert
the cross-reference.
FrameMaker inserts a new marker at the destination location.
4) Place the insertion point at the location to create the cross-reference.
NOTE: The cross-reference and the marker locations can be in the same or separate documents.
5) Choose Insert > Cross-Reference to open the Cross-Reference dialog.
6) In the Source Type drop-down list, select Cross-Reference Markers.
7) In the Marker Type list, select Cross-Ref.
8) In the Cross-References Markers list, select the marker (by name) that you created in Steps 1
through 3.
To insert the cross-reference, perform the remainder of the steps as per the procedure in Insert a
cross-reference to a paragraph in a document.

613
IMPORTANT: If the destination cross-reference exists in a separate document, you need to ensure that you
have write permissions on that document. For example, if you are using a content management system,
you might be required to check-out both the source and destination documents.

Insert a cross-reference to an element in structured documents


In a structured document, you can also insert cross-references to elements in the current document or
other structured documents.
1) Place the insertion point at the location in the current document where you want to insert the
cross-reference.
2) Click Insert on the Cross-References panel. Alternatively, choose Insert > Cross-Reference. The
Cross-Reference dialog is displayed.

3) Select the DITA Element to use for inserting the cross-reference.


NOTE: The items in this list depend on the cross-reference elements defined in the Structured Appli-
cation.
4) In the Target area, choose whether the File, Key, or Both contains the destination element.
NOTE: If you select File, then select the file that contains the target destination. If you select Key,
then select the target Key. If you select Both, then you need to select the source for your
cross-reference in the Setting for drop-down list. You can also search for the required element by
typing in the Filter text box.
5) Choose the target element from the list.

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The list provides information about the element type, ID, and content where the element is used.
6) In the Display area, either provide the text for the cross-reference or choose the format from the
drop-down list.
For example, the DITA Default Format format displays as: “Creating cross-references”
7) Click Insert.
When you insert a cross-reference to an element in a structured document, FrameMaker uses the @ID
and @IDRef attributes of the destination and source elements, respectively.
If you insert a cross-reference to an element whose @ID attribute is not currently assigned a value,
FrameMaker assigns a unique value to the attribute. However, if the @ID attribute is not read-only, you
can manually set the attribute value.
You need to ensure that the destination element has the @ID attribute defined. Else, you need to use
another element or change the Structured Application.
IMPORTANT: If the destination element exists in a separate document, you need to ensure that you have
write permissions fort that document. For example, if you are using a content management system, you
might be required to check-out both the source and destination documents.

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Manage Cross-References
Learn how to create, apply, redefine, and delete cross-reference formats in Adobe FrameMaker. Also,
learn how to replace and delete cross-references in Adobe FrameMaker and import cross-reference
formats from one document to another.
In this topic
• Introduction
• Edit Cross-Reference Format dialog
• Create a new Cross-Reference format
• Apply a Cross-Reference format
• Redefine an existing Cross-Reference format
• Deleting a Cross-Reference format
• Replace a Cross-Reference in a document
• Delete a Cross-Reference in a document
• Importing Cross-Reference formats

Introduction
In Adobe FrameMaker, you can insert, edit, change, update, and delete cross-references in a document.
You can also edit cross-reference formats to change the way the cross-reference displays in the docu-
ment. For example, you can choose to only display the heading text, and not include the page number in
the cross-reference.
Use the Cross-References panel to manage the cross-references in your document and the Cross-Refer-
ence dialog to insert a cross-reference. You can create, edit, and delete cross-reference formats with the
Edit Cross-Reference Format dialog.

Edit Cross-Reference Format dialog


Use the Edit Cross-Reference Format dialog to create, edit, or delete cross-reference formats in the
current document.
To display the Edit Cross-Reference Format dialog double-click on an existing cross-reference in a docu-
ment and click on Edit Format in the Cross-Reference dialog.
Alternatively, choose View > Panels > Cross-References to open the Cross-References panel. Select a
cross-reference in the panel and click Edit.
The Cross-Reference dialog is displayed:

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Figure 1: Edit Cross-Reference Format dialog

Name:
Update the name of an existing format or specify a name for a new format.
Definition:
Define the cross-reference format. A cross-reference format definiton can contain any text (letters,
characters, or numbers) and Building Blocks to display contextual information.
For example, the default “Heading & Page” format is defined as:
“<$paratext>” on page\ <$pagenum>
The building blocks of the definition (<$paratext> and <$pagenum>) are included in angle
brackets (<>) and preceded by a dollar ($) sign. The \ defines a non-breaking space. In the above
example:
The building block <$paratext> pulls the paragraph text of the cross-referenced paragraph.
The building block <$pagenum> pulls the page number of the cross-referenced paragraph.
The resulting cross-reference might display as: “Inserting cross-references” on page 25
Add
Create a new cross-reference format and add it to the Document Catalog of available cross-refer-
ence formats.
Change
Edit an existing cross-reference format in the document.

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Delete
Delete an existing cross-reference format in the document.

Create a new Cross-Reference format


To create a new cross-reference format, do the following:
1) In the Edit Cross-Reference Format, enter a name the cross-reference in the Name field.
2) In the Definition field, define the cross-reference format. You can enter any text (letters, charac-
ters, or numbers) and building blocks. Use the building blocks to display contextual information in
the cross-reference.
To add a building block to the definition, place the insertion point at the appropriate location and
click the definition in the Building Blocks list.
3) To create the new cross-reference format, click Add.

Apply a Cross-Reference format


When you insert a cross-reference in a document, you can select a cross-reference format that is present
in the document. Cross-reference formats are specific to a FrameMaker document.
The Format drop-down in the Cross-References dialog list displays the available formats in the current
document. You can choose any of the formats when you insert a cross-reference in a document.
You can edit these formats or create new formats. You can also import formats from one document into
another document.

Redefine an existing Cross-Reference format


To change an existing cross-reference format, do the following:
1) In the Edit Cross-Reference Format dialog, select an existing format from the Formats list. Click Edit
Format. The Edit Cross-Reference Format dialog is displayed.
2) In the Name field, edit the name of the cross-reference format.
3) In the Definition field, edit the cross-reference format definition.
You can enter any text (letters, characters, or numbers) and building blocks. Use building blocks to
display contextual information in the cross-reference.
4) Click Change to update the selected cross-reference format.
5) Click Done.

Deleting a Cross-Reference format


You can choose to delete cross-reference formats that are not used in the document. You can also
choose to delete cross-reference formats that are currently used. If you delete a cross-reference format
that is used in the current document, all cross-references that use this format will be converted to edit-
able text.
1) In the Edit Cross-Reference Format dialog, select an existing format from the Formats list.
2) Click Delete to remove the selected cross-reference format from the Document Catalog.

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3) Click Done. You are prompted to change all cross-references that use the deleted format to edit-
able text.
4) Click OK or Cancel.

Replace a Cross-Reference in a document


To edit an existing cross-reference do the following:
1) Double-click the cross-reference in a document.
Alternatively, choose View > Panels > Cross-References to open the Cross-References panel. Select
the cross-reference in the Cross-References panel and click Edit to open the Cross-Reference dialog.
Alternatively, choose Insert > Cross-Reference to open the Cross-Reference dialog. Select the
cross-reference in the dialog. Select a new cross-reference destination and click Replace.
2) Select a new cross-reference destination and click Replace.

Delete a Cross-Reference in a document


To delete a cross-reference in a document, do the following:
1) Choose View > Panels > Cross-References to open the Cross-References panel.
2) Select the cross-reference in the Cross-References panel.
3) Click Delete.
You can also select the cross-reference in the document and press the Delete key on the keyboard.

Importing Cross-Reference formats


To import cross-reference formats from one document to another document, do the following:
1) Open the document containing the cross-reference formats you want to import into another docu-
ment.
2) Open the document into which you need to import the formats.
3) Choose File > Import > Formats to open the Import Formats dialog.

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Figure 2: Import Formats dialog with only the Cross-Reference Formats option selected
4) In the Import from Document drop-down list, choose the source document and ensure that only
the Cross-Reference Formats check box is checked.
You can use the Deselect All button to uncheck all the boxes and then only acivate the Cross-Refer-
ence Formats check box.
5) To import the cross-reference formats, click Import.

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Cross-Reference format building blocks
Understand cross-references building blocks in Adobe FrameMaker.
In this topic
• Introduction
• Source file information building blocks
• Source paragraph
• Paragraph preceding the source paragraph
• Cross-Reference building blocks in structured documents

Introduction
When you add or edit cross-reference format, you can choose to use building blocks to display contextual
information in the cross-reference.
The following sections describe the building blocks that you can use to create cross-reference formats.

Source file information building blocks


The following building blocks provide information about the source file of the document containing the
cross-reference:

Building block Description


<$filename> The file name of the source document.
<$fullfilename> The full path and file name of the source document.
<$volnum> The volume number of the document that includes the
source paragraph.
<$chapnum> The chapter number of the document that includes the
source paragraph.

Source paragraph
The following building blocks provide information about the source paragraph referenced by the
cross-reference:

Building block Description


<$pagenum> The page number of the source paragraph.
<$paratext> The text of the source paragraph, excluding its autonumber.
If the character style of text in the source paragraph was
changed by applying a character style, the font family,
superscript, and subscript properties are preserved in the
text of the cross-reference.

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Building block Description

<$paratag> The paragraph style name (tag) of the source paragraph.


<$paranum> The source paragraph’s entire autonumber, including any
text in the autonumber format.
<$paranumonly> The source paragraph’s autonumber counters, including any
characters between them.

Paragraph preceding the source paragraph


A cross-reference to a subsection often identifies the section that contains it. For example, this
cross-reference to a subheading identifies the main heading under which it is found: See “Types of Plate
Boundaries” in “Plate Tectonics.” In the example, Types of Plate Boundaries is the source paragraph, and
Plate Tectonics is the main heading under which the source paragraph appears.
In each of the building blocks, replace tag with the paragraph style name (tag) of the paragraph to which
you want to refer, but don’t delete the brackets “[ ]”. For example, if you want to refer to the text of the
preceding paragraph with the style Head1, use <$paratext[Head1]>.

Building block Description


<$pagenum[tag]> The page number of the preceding paragraph with the
specified pargraph style name (tag).
<$paratext[tag]> The text of the preceding paragraph with the specified
pargraph style name (tag), excluding its autonumber.
<$paratag[tag]> The paragraph style name (tag) of the preceding
paragraph with the specified tag.
<$paranum[tag]> The entire autonumber of the preceding paragraph with
the specified pargraph style name (tag), including any text
in the autonumber format,
<$paranumonly[tag]> The autonumber counters of the preceding paragraph
with the specified pargraph style name (tag), including
any characters between them.

IMPORTANT: Don’t use paragraph style names that includes brackets ([ ]).

Cross-Reference building blocks in structured documents


Use the following building blocks to create cross-reference formats that refer to structured document
elements

Building block Description


<$elempagenum> The page number of the source element.

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Building block Description

<$elemtext> The text of the source element, excluding its autonumber,


but including any prefix and suffix specified in the element
definition.
<$elemtextonly> The text of the source element, excluding its autonumber
and any prefix and suffix specified in the element definition.
<$elemtag> The name of the source element.
<$elemparanum> The entire autonumber of the source element paragraph (or
of the paragraph containing the source element), including
any text in the autonumber format.
<$elemparanumonly> The autonumber counters of the source element’s first
paragraph (or of the paragraph containing the source
element), including any characters between the counters.
<$attribute[name]> The value of the attribute with the specified name (or, if no
value is specified, the default value).

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Updating Cross-References in a document
Learn how to update cross-references in Adobe FrameMaker.
In this topic
• Introduction
• Update the cross-references in a document
• Suppress automatic cross-reference updating

Introduction
For a book, if you update the source content of cross-references, you need to update the cross-refer-
ences in the current document. For example, if you create a paragraph cross-reference to a heading and
then change the heading text, you will need to update the cross-reference in the document containing
the cross-reference.
For internal cross-references, Adobe FrameMaker updates the cross-references in a document automat-
ically every time you open the document. Alternatively, you can manually update the references in an
already opened document. Also, you can prevent FrameMaker from updating the cross-references in a
document every time it is opened.

Update the cross-references in a document


1) Choose Edit > Update References.
2) In the Update References dialog, check All Cross-References and click Update.
If FrameMaker cannot resolve the cross-references, the Update Unresolved Cross-References dialog box
appears.

Suppress automatic cross-reference updating


By default, Adobe FrameMaker updates the cross-references in a document automatically every time the
document is opened.
To stop FrameMaker from updating cross-references when opening a document:
1) Choose Edit > Update References.
2) In the Update References dialog, open the Commands drop-down in the upper right corner and
select Suppress Automatic Updating.
3) In the Suppress Automatic Reference Updating dialog, check Suppress Automatic Updating of All
Cross-References and click Set.

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Managing unresolved Cross-References
Learn how to identify and resolve unresolved cross-references in Adobe FrameMaker.
In this topic
• Introduction
• Identify unresolved cross-references in a document
• Resolve unresolved cross-references in a document

Introduction
If the source of a cross-reference is changed and FrameMaker is unable to update the reference in the
destination, FrameMaker reports the cross-reference as unresolved.
FrameMaker reports a cross-reference as unresolved if:
• The marker or source of the cross-reference has been moved to a different file, or the file itself has
been moved or renamed.
• The source has been deleted, or the Cross-Ref marker indicating the source has been deleted.
• The file containing the marker is currently open by another user.
• The value for the source element @ID attribute or the cross-reference ID Reference attribute
(@IDRef) has been changed or deleted.

Identify unresolved cross-references in a document


You can view the list of unresolved cross-references in a document in the Cross-References panel:
1) Choose View > Panels > Cross-References to open the Cross-References panel.
2) In the References drop-down list, select Unresolved Cross-References.
The list displays the unresolved cross-references.
You can also generate a list of unresolved cross-references in a document:
1) Choose Insert > List Of > References.
2) Choose to create the list as standalone index of references or include the index in a new book.
3) Move the Unresolved Cross-Refs to the Include References list and click Set.
The generated list includes the page number of each unresolved cross-reference and indicates whether
each missing source is internal (in the current document) or external (in a different document). The list
includes additional information – for example, the style name and text of the source paragraph (unstruc-
tured documents), or the ID, element name, and text of the source element (structured documents). For
Cross-Ref marker cross-references, the list includes the marker text.
NOTE: The style name and text are not always accurate because they are not updated after you initially
insert the cross-reference.

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Resolve unresolved cross-references in a document
To resolve unresolved external cross-references in a document:
1) Choose Edit > Update References. The Update References dialog is displayed:

Figure 1: Update References dialog


2) Click the Commands drop-down list and select Update Unresolved Cross-References.
Update Unresolved Cross-References dialog is displayed.
3) In the Total of Unresolved cross-references scroll list, select the file that previously contained the
source of the unresolved cross-reference. The text below the scroll list indicates how many
cross-references to the selected file are unresolved.
4) Navigate to and select the alternate document containing the cross-reference.
5) To resolve cross-references to any other file listed in the Total of Unresolved cross-references
scroll list, repeat steps 3 and 4. Then click Done.
To resolve cross-references to Cross-Ref markers, you need to re-create the Cross-Ref marker and the
cross-reference.
Similarly, to resolve cross-references to elements in structured documents, you need to re-create the
cross-reference.

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TEXT INSETS

Text insets
See how to use text insets and the Insets panel in Adobe FrameMaker.
A text inset is used to insert content from an external source into a FrameMaker document. The text inset
feature of FrameMaker allows you to easily reuse text across documents and books. You can store such
reusable content in an external document (such as a text file or FrameMaker document), and then import
the content across one or more documents.
You import plain text from a text file or you can import text and formatted content from a FrameMaker
document (.fm or .mif).
Use the Insets panel to work with text and graphic insets in your documents. From this panel, you can
import insets into a document, view inset properties, or delete insets from a document.
Choose View > Panels > Insets, to open the Insets panel.

Figure 1:
The Inset panel displays the list of insets in the current document.
To sort the list of insets, click a column header in the list. For example, you can sort by the referenced file
or page number.
To resize a column:
1) Hover the mouse between two columns until the cursor is a bi-directional arrow.
2) Hold down the left mouse button, drag, and release the mouse button when the column is sized as
required.
Use the Insets panel to:

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TEXT INSETS

A (Search text):
Search for an inset in the list. The SAYT (search as you type) functionality works on all the columns
in the inset list.
B (Import New):
Import an inset into the current document. See Insert text insets.
C (Properties):
Open the Text Inset Properties dialog. See Viewing and editing inset properties.
D (Delete):
Delete the selected inset from the current document. See Deleting text insets.
E (Delete with Anchored Frame):
Delete the selected graphic inset (along with the anchored frame) from the current document.
F (Go to Location):
Go to the location where the text inset is included in the current document.
G (Convert to Text):
Convert the selected inset to inline text. See Viewing and editing inset properties.
H (Filter):
Select from the list of Document (Current, All Open Docs, or any open document), Type (List All,
Text Insets, or Graphics Insets), or Status (resolved or unresolved) to display the insets available in
that document.
See Fixing unresolved text insets.
I (Refresh):
Refresh the list.

Insert text insets


Learn to insert text insets, import text into document and update imported text in FrameMaker.
You can import the following file formats as text into a document:

Text file:
Import plain text from a text file.
FrameMaker document (.fm or .mif):
Import plain or formatted text from a FrameMaker document.
Microsoft Word:
Import plain or formatted text from a Microsoft Word document.

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TEXT INSETS

Microsoft Excel:
Import plain or formatted text from a Microsoft Excel book.
NOTE: If you import an Excel book with multiple sheets, the text from all the sheets is imported.
PDF
Import a selected page from a PDF as an image.

Import text into a document


1) In the Insets panel, click Import New.
Alternatively, from the File menu, choose Import > File.
The Import dialog is displayed.
2) Select a file to import.
3) Select the mode in which you want to import the content of the selected file.

By Reference
The content of the selected file is inserted into the current document as a text inset. If the source
file is updated, the content in the inset is also updated.
Copy Into Document
The content of the selected file is inserted into the current document as FrameMaker content. This
implies that you can update the content in the FrameMaker document. Any changes to the source
document are not reflected in the current document.

4) If you choose a file format other than MIF or FM, the Unknown File Type dialog is displayed.
Select the application filter to use to convert the file before importing the content into the current
document.
5) If you choose to import a text file, the Import Text File by Reference or Import Text File by Copy
dialog is displayed.

Figure 2:

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TEXT INSETS

Merge Lines into Paragraphs


Break the text into paragraphs only at blank lines. Use this option for a paragraph-oriented text file,
such as a file containing document text.
Treat Each Line As A Paragraph
Break the text into paragraphs at the end of each line. Use this option for a line-oriented text file
such as a file containing code.
Convert To Table
Convert the imported text to a table. You will be prompted to select the table format. Ensure that
the text in the file contains a defined delimiter to separate columns. When you choose this option,
the Convert to Table dialog display.

Figure 3:
Updating of Imported Text
If you are importing the text by reference, you can choose to update the text inset every time you
open the document, or only when you manually update the inset. For details, see Updating text
insets.

If you choose a Word, Excel, or MIF file format, the Import Text Flow by Reference or Import Text
Flow by Copy dialog is displayed.

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TEXT INSETS

Figure 4:

Flow to import
In this section, you can choose to import either the body page flow or the reference page flow.
NOTE: The body or reference pages of a document can contain multiple flows.

Body Page Flow:


Import the selected flow from the body page of the document.
By default, the body pages contain one flow: A (Main Flow). If a document contains multiple flows,
you need to choose the flow to import.
Reference Page Flow
Similar to the body page import, you can choose the flow in the references page to import. By
default, the reference pages contain the following flows:
• TOC
• IX
• HTML
• Heading
You can also add a user-defined flow to the reference document. You can then add this reference
page flow as a text inset to your document.

Formatting of Imported Flow


In this section, you choose the formatting option of the text inset.

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TEXT INSETS

Reformat Using Current Document’s Formats


Use the settings defined in the source document catalog.
When you import using the current document formats, you can also choose to remove:

Manual Page Breaks:


The inset in the container document will not include the any manual page breaks included in the
source content.
Other Overrides:
If the source content includes any paragraph or character overrides, these will be ignored in the
inset.

Reformat as Plain Text


Does not include any formatting from the source document.
Retain Source’s Formatting
Discard the structure of the source content but retain the formatting. If you later modify the
formatting of the container document, the imported formats are not affected—even if the format-
ting tags in the current document and imported text match.

Updating of Imported Flow

Automatic
The references to text insets in the document are updated every time the document is opened.
Manual
The references to text insets in the document are not updated when the document is opened. For
details on how to update the references manually, see Working on an open document.

Manage text insets


Understand how to manage text insets, update text insets properties, delete text insets in Adobe
FrameMaker.
From the Insets panel, you can import text into a document. You can also manage the insets that are
currently included in the document.
This section covers the following topics:
• Viewing and editing inset properties
• Deleting text insets
• Updating text insets
• Fixing unresolved text insets

Viewing and editing inset properties


You can view and edit the properties on a text inset included in a document.

632
TEXT INSETS

To view the properties of a text inset:


1) In the Insets panel, select an inset, and then click Properties.
Alternatively, you can double-click the inset in the document.
The Text Inset Properties dialog is displayed.

Figure 5:
2) In the Text Inset Properties dialog you can perform the following tasks:

Settings:
Open the Import Text Flow by Reference dialog.
In this dialog, you can update the way the text from the source is imported into the document. For
details on this dialog, see Insert text insets.
Convert:
Convert the text inset to text in the document.
The Convert Text Insets to Text dialog is displayed.
You can choose to convert the Selected Text Inset to text.
Alternatively, you can choose to convert All Text Insets in the document to text. This is the same as
choosing the Copy Into Document option in the Import dialog when you are Insert text insets.
After you convert the text inset to text in the document, the reference to the source document is
broken. Also, the text inset is removed from the list in the Insets panel.
NOTE: To convert the text inset to text, you can also use the Convert to Text button in the Insets panel.
Update:
Update the selected text inset. Use this option if you have made changes to the source of the inset.
For more details on updating text insets, see Updating text insets.
Open Source:
Open the source file of the text inset. Use this option to open inset source files that are of type MIF.
If you open a text, Microsoft Word, or Microsoft Excel source file, FrameMaker will attempt to
convert the file to a .fm file and then open the .fm file.

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TEXT INSETS

Deleting text insets


When you delete a text inset from a document, the source file remains intact. However, the reference to
the text inset is removed from the document.
To delete a text inset:
1) Select the text inset in the Insets panel.
You can also select the inset inside the document. However, to ensure that you have selected the
inset correctly, select the inset in the Insets panel.
2) Click Delete.

Updating text insets


After you import text into a FrameMaker document by reference, when you update the source file, the
updates are reflected in the document.
FrameMaker allows you to specify how the updates to source files are reflected in the text insets
included in a document.

Opening a document
When you open a document, by default, FrameMaker updates all text insets included in the document.
However, since this can cause performance issues while opening the document, you can choose to not
update text insets when opening a document.
In the Import Text Flow by Reference dialog, you can choose:

Automatic:
To update all text insets in a document every time the document is opened.
Manual
To force the document author to update text insets manually.

For details on how to set these properties when importing a text inset, see Insert text insets
For details on how to update this property for text inset included in a document, see Viewing and editing
inset properties.

Working on an open document


You can also update a text inset in an open document. For example, if you have included a text inset in a
document and you then update the text inset. You can immediately update the document to reflect the
updates in the source file.
For details on how to update a document manually, see Viewing and editing inset properties.

Fixing unresolved text insets


If the name or location of the source file for a referenced text inset changes, the text inset is marked as
unresolved in the Insets panel.

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TEXT INSETS

To fix unresolved text insets:


1) If you open a document that contains unresolved insets, you are prompted to fix the errors.
2) Choose View > Panels > Insets to the open the Insets panel. Filter the list of insets to display only
the unresolved insets.

Figure 6:
3) Select each unresolved inset and click Go to Location.
The unresolved text inset in the document is selected.
4) Check the properties of the existing (unresolved) inset from the properties displayed in the list.
For more details on the inset click Properties to open the Text Inset Properties dialog.
5) Re-import the text inset into the document.

Insert a cross-reference to a paragraph in a text inset


Learn how to Insert a cross-reference to a paragraph in a text inset in FrameMaker.
If you insert a paragraph cross-reference to a text inset, the cross-reference marker is sometimes lost
when the text inset is updated. To prevent the marker from being lost, first insert a cross-reference to
the paragraph in the text inset’s source document.
1) Open the source of the inset by double-clicking the inset and then clicking Open Source from the
Text Inset Properties panel.
2) Insert a cross-reference to the paragraph anywhere in the source document.
3) Delete the cross-reference text. The marker remains.
4) Save the source document, and then in the document that contains the text inset, update the text
inset by choosing Edit > Update References.
5) Insert a spot cross-reference, this time in the document that contains the inset. The cross-reference
uses the marker in the updated inset.

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TEXT INSETS

FAQ and troubleshooting


Get updated with the FAQ and troubleshooting tips for text insets.

Can I use the variables that are defined in a text inset source document in the container document?
Yes. If the variables are used in the source document, they will be available for use in the container
document.
Can I use the formats that are defined in a text inset source document in the container document?
No. The formats defined in the source document are not available in the container document.
Does the Find / Change feature work in the text insets inserted in a document?
No. The Find / Change feature does not searching inside the text contained in the text insets.
Can I spell check the content of a text inset feature work in the text insets inserted in a document?
No. The spell check feature does not check text contained in the text insets.
Can I create a cross-reference from a text inset to the container document?
Yes. However, after you create the cross-reference, you need to update the text inset in the
container document. For details, see Updating text insets.

636
VARIABLES

Variables
Know what are variables in Adobe FrameMaker, understand system and user variables, use the Variables
panel to manage variables.

Introduction
A variable in Adobe FrameMaker allows you to define a name-value pair of data that can then be reused
across a document. For example, you can create a variable author_name that defines the name of the
document author. If the value of the variable is changed, this change is reflected across the occurrences
of that variable in the document.

System variables
FrameMaker provides a set of pre-defined system variables. You use system variables to add infor-
mation to a document that is specific to Adobe FrameMaker or your current computer environ-
ment. For example, the Chapter Number variable, if included in a page, displays the chapter
number to which the page belongs. The Modification Date (Long) variable that displays the last
date the document was modified.
User variables
You can also create user variables to define custom values. For example, you can create a user vari-
able Product Name for the name of a product you are documenting. Besides the value that you
assign to a user variable, you can also assign a character style to display the variable value in specific
formatting.

The Variables panel in Adobe FrameMaker


The Variables panel displays the list of system and user variables that you can add to the current docu-
ment.

637
VARIABLES

Figure 1: Variables panel


To open the Variables panel:
• Choose View > Panels > Variables.
• Alternatively, choose Insert > Variables.
Use the Variables panel to:

A (red icon)
The red icon indicates a system variable.
B (blue icon)
The blue icon indicates a user variable.
C (Search text):
Search for a variable in the list. The SAYT (Search As You Type) functionality works on all the
columns in the variable list.
D (Create New user Variable):
Open the Add Variable dialog to create a user variable.
E (Edit):
To edit the selected variable, open the Edit Variable dialog (for user variables) or Edit System Vari-
ables dialog (for system variables).
F (Delete user variable):
Delete a selected user variable.
NOTE: You cannot delete a system variable.

638
VARIABLES

G (Insert):
Insert the selected variable at the insertion point in the current document.
To insert a variable, you can also double-click the variable in the panel.
H (Update System Variables):
If you edit the definition of a system variable, use this command to update the definitions of the
variables used in the current document.
I (Convert to Text):
Convert the variable to text. In the Convert Variables to Text dialog, you can choose to convert the
selected variable, named variables, or all variables to text.
J (Select):
Select from the list of open documents to display the variables available in that document.
IMPORTANT: You can use variables at a document level. This implies that variables available in one docu-
ment can be used in that document. However, you can import variables from one document to another.
K (Refresh):
Refresh the list of available variables.

To sort the list in the Variables panel, click a column header in the list. The list is sorted by the header
that you click.
To resize a column:
1) Hover the mouse between two columns until the cursor is a bi-directional arrow.
2) Hold down the left mouse button, drag, and release the mouse button when the column is sized as
required.
From the Variables panel in Adobe FrameMaker, you can create and delete user variables, edit user and
system variables, and convert variables inserted in a document to editable text.

Creating user variables


Understand how to create user variables in Adobe FrameMaker.

Introduction
You create and add user variables to display custom information in a document. For example, you can
create a variable, author_name, that specifies the name of the document author. Or, you can create a
variable, product_name, to specify the name of the product.

To create a user variable:


1) In the Variables panel, click Create New User Variable.
The Add/Edit Variable dialog is displayed.

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VARIABLES

Figure 2: Add Variable dialog


2) Enter a name for the variable: Product Name.
IMPORTANT: If you enter a name that is used by an existing variable (system or user), the definition
of the existing variable is overwritten.
3) Enter a definition for the variable.
For example, you can enter the definition as FrameMaker for the variable Product Name.
4) To create the variable, click Add.
If you are changing the definition of an existing variable, click Edit.
After you create a user variable, you can insert the variable into your document.
You can also use paragraph style names or element names in the variable definition.
For example, <$paratext[ChapterTitle, SectionTitle, AppendixTitle]> retrieves the
text of the most recent paragraph with the paragraph style ChapterTitle, SectionTitle, or AppendixTitle.
You can also specify a character style for the variable by preceding the variable definition with the char-
acter style name. It is recommended to close the formatting with the building block <Default ¶
Font>.
To apply a character style to a variable definition:
1) Click a character style name (e.g., <strong>) in the list. The character style name is added to the vari-
able definition.
2) Follow the character style by the variable text value. You can end the formatting range by adding
<Default ¶ Font> (short form: </>).

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VARIABLES

For example:
<Emphasis>Adobe<Default ¶ Font>
You can also add multiple character styles to the different text in the variable definition. For exam-
ple:
<Emphasis>Adobe <strong>FrameMaker<Default ¶ Font>

Inserting variables
Learn how to insert a variable in a document in Adobe FrameMaker.
In this topic
• Introduction
• How to insert a variable in a document
• How variables display in a document

Introduction
You can insert a variable in the body or master pages of an Adobe FrameMaker document.
For example, to display the last modified date in the footer of a document, add the Modification Date
variable to the footer of a master page of the document.
You can also display a variable value at a specific location of the content of a document by inserting the
variable in the body page of the document.

How to insert a variable in a document


To insert a variable in a document, do the following:
1) Place the insertion point at the point in the document to insert a variable.
2) To insert the variable at the insertion point, select the variable in the Variables panel. Click Insert
or double-click the variable in the list to insert the variable at the insertion point.
NOTE: The Variables panel displays only the variables that are valid in the
current context. For example,
the Running H/F variables are displayed in the panel only if you are on the master page of a document.

How variables display in a document


It depends on the type of a variable, and it's position in the document if the variable name or the variable
value is shown. All user variables and most system variable display the value on both the master and body
pages of a document.
However, the following system variables display the name on the master page and the value on the body
page:
• Current Page # variables
• Running H/F variables

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VARIABLES

Inserting variables in structured documents


Learn how to insert a variable in a structured document in Adobe FrameMaker.
When you insert a variable in a structured document, Adobe FrameMaker inserts an XML variable and
creates an XML entity element. FrameMaker then uses this combination of XML variable and entity to
maintain the variable.
To view the XML variable and entity created in the XML, go to the XML view.
For example, if you insert the Modification Date (Long) variable in a structured document, FrameMaker
inserts a &fm.lmdate; variable and a corresponding entity element.

Figure 3: fm.lmdate; variable and corresponding entity element

Inserting variables in headers and footers


Know how to add variables to headers and footers in Adobe FrameMaker.
In this topic
• Introduction
• Running H/F variables
• Using markers to display text in a running header or footer
• Creating a dictionary-style header or footer

Introduction
In Adobe FrameMaker, you can add a variable to a running header or footer on the master page of a
document. The variable displays across all body pages of the document that have this master page
applied.

Running H/F variables


The following table describes the default Running H/F (Running Header/Footer) variables available in a
(new) blank document:

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VARIABLES

Default
Running H/F variable Description

Running H/F 1 Chapter title


Running H/F 2 First-level heading. For example, Heading 1.
Running H/F 3, H/F 4, H/F Marker text defined for markers of type Header/Footer $1 through $8.
13 through H/F 18
Running H/F 5 through Paragraph text as defined by the paratag part of the definition.
H/F 12

IMPORTANT: You can modify the default definition of all Running H/F variables as per your project’s
requirements. For example, you can create a Running H/F variable that contains fixed text, one or more
building blocks, and character styles.

Using markers to display text in a running header or footer


You can use the Running H/F variables (4, 5, and 13 through 18) to add marker text to a running header
or footer. Use these variables to display text in a header or footer that is not available in the content or
a system variable.
1) Choose View > Body Pages to display the body pages of a document.
2) Place the insertion point at any location in the document. Choose Insert > Marker to open the
Marker dialog.
NOTE: The location of the marker in the document is not relevant. For example, you can place all the
markers to include header or footer text at one location in the document.
3) In the Maker Type pop-up list, choose Header/Footer $1.
4) In the Marker Text box, enter the text to display in the header or footer.
5) Choose View > Master Pages to display the master pages of the document. Insert the Running H/F
3 variable in the header or footer.
Similarly, use the Running H/F 4 and H/F 13 through H/F 18 with the corresponding Header/Footer $2
through Header/Footer $8 marker type to add additional marker text to a running header or footer.

Creating a dictionary-style header or footer


The term displayed in the header or footer of an odd-numbered page of a dictionary is the first term
described on the odd number page. Similarly, the term displayed in the header or footer of an even
number page is the last term described on the even number page. To create a dictionary-style header or
footer, use one of the paratext variables (Running H/F 5 through H/F 12):
1) Choose View > Master Pages to display the master page of the document. Navigate to the odd
master page.
2) Select a paratext variable and click Edit in the Variables panel. The Add/Edit Variable dialog is
displayed.

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VARIABLES

3) In the Add/Edit Variable dialog, edit the definition of the variable to specify the paragraph style that
is used by the dictionary terms in the document. For example, edit the definition of Running H/F 5
to <$paratext[Heading3]>.
4) Insert the variable into the odd page header.
5) Go to the even page header.
6) In the Add/Edit Variable dialog, edit the definition of the variable to specify the paragraph style that
is used by the dictionary terms in the document. For example, edit the definition of Running H/F 5
to <$paratext[+, Heading3]>.
IMPORTANT: The plus (+) sign preceding the paragraph style displays text from the last paragraph
with the style specified in the variable definitions.
The odd page headers of the document display the first paragraph style defined in the Running H/F vari-
able. The even pages display the last paragraph style.

Editing user and system variables


Understand how to edit user and system variables in Adobe FrameMaker.

Introduction
You can edit the definition of a system or user variable.
A user variable definition can include character styles of the document.
A system variable definition can contain FrameMaker building blocks other than character styles. For
example, the default format for the Creation Date (Short) system variable is:
<$monthnum>/<$daynum>/<$shortyear>
You can edit this to any other format such as:
<$daynum>/<$monthnum>/<$shortyear>
Similarly, you can change either the definition and the character style applied to a user variable.

Editing a variable
To edit an existing variable definition, do the following:
1) Select the variable in the Variables panel and click Edit.
The Add/Edit Variable dialog is displayed.

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VARIABLES

Figure 4: Add/Edit Variable dialog


2) Edit the definition of the variable.
User variables
You can edit the name, definition, or the character style of a user variable.
Example:
<i>Adobe FrameMaker<Default ¶ Font>
You can add additional character style information to it:
<i>Adobe <b>FrameMaker<Default ¶ Font>
System variables:
You can edit the definition of a system variable using the variable definitions available in the Build-
ing Blocks list.
You can add character styles to system variables.
The Location list in the panel displays the page number in the current document where the variable
is used.
NOTE: You cannot change the name of a system variable.
3) To save the changes to the variable definition, click Edit.
NOTE: When you edit a user variable, the Add/Edit Variable dialog displays the Edit button. If you change
the name of the user variable and click Edit, the old variable’s name is changed. However, since you
cannot change the name of system variables, the Edit button only updates the variable definition.

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VARIABLES

Highlight the variables in a document


While authoring, you can highlight the variables for files opened in the current session. This can help you
segregate the variables from the text and clearly see them. You can highlight the variables both in struc-
tured and unstructured documents.
To highlight the variables, perform the following steps:
1) Choose Edit > Preferences > Variables.
2) Select Enable highlight. This option is not selected by default.

3) Select the color for the variable highlight from the Color drop-down. The dropdown lists the default
FrameMaker colors. By default, Light Salmon color is selected.
NOTE: The variable highlight overrides any background text color.
4) Click OK. The variables are highlighted in the selected color for the files opened in the current
session.
NOTE: You can see the highlighted variables only in the authoring environment. There is no impact
on the published outputs.

Deleting variables
Understand how to delete variables in Adobe FrameMaker.

Introduction
You can delete user variables from an Adobe FrameMaker document that are no longer required.
You can also delete the occurrences of a system or user variable added in a document.

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VARIABLES

To delete a user variable


When you delete a user variable, the variable definition is removed from the document's variables
catalog. After this, the variable is no longer available for use in the document.
To delete a user variable, do the following:
1) Select the user variable in the Variables panel and click Delete.
2) If the variable is used in the current document, you are prompted with the message that all occur-
rences in the document will be converted to editable text.
3) Click OK to delete the variable and convert all its occurrences to text.
NOTE: If you select a system variable, the Delete button is disabled.

To delete a variable occurrence


You can choose to delete specific occurrences of a variable in a document. This retains the definition of
the variable in the document catalog and other occurrences of the variable in the document.
1) Open the Find/Change dialog.
2) In the Find list, select Variable – of Name and enter the full or partial name of the variable you want
to remove from your document.
3) Click Find to locate the variable in the document.
4) To remove the selected occurrence, press the Delete key or click Delete below the occurrence list.
In this case, the variable occurrence and the associated text is removed from the document.

Converting variables to text


Understand how to create user variables in Adobe FrameMaker.
You can convert variables in an Adobe FrameMaker document to text. The converted variable becomes
editable text.
You can convert:
• The variable currently selected in the current document
• All occurrences of a variable of a specific type in the current document
• All occurrences of a variable tagged with a specific element in the current document
• All occurrences of all variables in the current document
To convert a variable, do the following:
1) In the Variables panel, click Convert to Text.
The Convert Variables to Text dialog displays.

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VARIABLES

Figure 5: Convert Variables to Text dialog


2) Choose if you want to convert only the variable currently selected in the document to editable text,
all occurences of a variable of a certain type, all occurences of variables tagged wit a certain
element, or all occurences of all variables.
3) Click Convert.

Importing variables from one document to another


Understand how to import variables from one document to another in Adobe FrameMaker.

Introduction
The variables in a document are available for use in the document where they are created (user vari-
ables) or edited (user and system variables).
You can make these changes available to other documents by importing the variable definitions.

Import variable from one document to another


To import variables from one document to another, do the following:
1) Open the document containing the variable definitions that you need to make available in one or
more other documents.
2) Open the document into which to import the variable definitions from the source document.

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VARIABLES

If you are working in a FrameMaker book, you can select all documents in the book into which you
want to import the definitions.
3) Choose File > Import > Formats. The Import Formats dialog is displayed.
4) In the Import Formats dialog, click Deselect All, check Variable Definitions, and click Import.
IMPORTANT: If the destination documents contain user variables with the same names as the source docu-
ment, the user variable definitions are overwritten. Also, if the definitions of system variables in the
source document are updated, the definitions of the corresponding variables in the destination docu-
ments are overwritten.

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REVIEW AND COLLABORATION

Review and collaboration


Learn the different ways to set up review and collaboration in Adobe FrameMaker.
FrameMaker supports many ways of setting up review and collaboration. Factors such as extent of
changes and type of review or collaboration help you determine the method that is most suitable for
your requirements. For example, if a document requires an editorial review by a language expert and the
reviewer has access to FrameMaker, Track Text Edits is likely the most preferred option for reviewing the
document. Alternatively, if a document requires technical validation by more than one subject matter
expert, setting up a shared PDF review is likely the most preferred option.
Besides Track Text Edits and support for PDF review (online on Adobe Document Cloud or on your shared
network), FrameMaker offers features such as change bars and version comparison to help authors and
reviewers track and manage changes in a document.
RELATED LINKS:
Create a document
Show or hide conditional text
Compare documents
PDF output

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TEXT EDIT TRACKING

Text edit tracking


Understand how you can track adding and deleting of text during review in FrameMaker.
The Edit > Track Text Edits option lets you enable a mode in which FrameMaker highlights added and
deleted text for visual distinction. Editors and reviewers can use this feature to track, display, and
preview changes by showing or hiding the edits.
FrameMaker tracks the changes with a user name and timestamp of the changes. If you share the docu-
ment with other writers, such as in a team environment, you can determine the author and time of edits
in the document. By default, FrameMaker uses the login name of the current user as the user name.

Tracked and untracked text edits: Examples


See what are the text edits that FrameMaker tracks or excludes.
The following table shows examples of types of text edits that FrameMaker tracks or excludes from
tracking:

Tracked text edits Untracked text edits

Adding and deleting text using the keyboard Adding rows in tables
Adding text between deleted text Modifying content in cross-references
Cutting, copying, and pasting text Modifying content in markers
Inserting and deleting anchored frames Modifying content in equations
Adding, editing, and deleting headers and footers Adding or deleting text using APIs
Inserting and deleting footnotes Inserting, modifying, and deleting graphics
Adding, editing, or deleting text within footnotes Changing formatting
Modifying text using the Find/Change feature Text within hypertext marker
Correcting spelling errors using the Spelling Adding and removing page breaks
Checker feature
Replacing text using the Thesaurus feature Converting table to text
Inserting, deleting, and pasting cross-references Replacing variables
Adding and deleting markers Replacing cross-references
Importing and deleting file by reference or by Adding and deleting the Conditional Tags marker
copying
Inserting, pasting, and deleting variables Importing by copying into MIF files
Editing text within a table cell

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TEXT EDIT TRACKING

Tracked text edits Untracked text edits

Inserting, pasting, and deleting tables


Inserting and deleting equations
Inserting Rubi
Changes to text in Rubi

Set scope for tracking text edits


Know how you can set up a scope up to which the tracking can be done in FrameMaker.
You can set the scope for tracking edits for the current book, DITA map, the current document, or
selected documents. When you open a book or DITA map, the scope is set to Book or DITA Map by
default.
To set the scope explicitly, do the following:
1) Choose Edit > Track Text Edits > Scope.
2) Select one of the following:
– Document
– Book
– DITA Map
– Selected Documents
NOTE: You can set the scope to Book or DITA Map only when they are open.

Set color preferences for tracking text edits


Understand how you can set color preferences for tracking text edits.
You can set the color preferences for text that is added or deleted in addition to the default formatting
that FrameMaker applies: text that you add is underlined; deleted text is shown with strikethrough.
Avoid setting the same text color that you defined for conditional tags so that text edits are clearly visible.
In addition, when you preview or view the text edits, turn off conditional tag indicators to clearly differ-
entiate the text edits.
Need to discuss with Amit: How to explain the last sentence better?
1) Choose Edit > Track Text Edits > Configure Color.
2) Select or define the colors that you want for added text and deleted text, and click Set.

Display Track Text Edits toolbar


Understand the Track Text Edits toolbar in FrameMaker.
The Track Text Edits toolbar provides quick access to various commands for text edit tracking.

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TEXT EDIT TRACKING

To display the Track Text Edits toolbar, do the following:


1) Choose View > Toolbars > Track Text Edits.

Turn text edit tracking on or off


Understand how you can turn text edit tracking on and off in FrameMaker.
By default, the Track Text Edits feature is turned off.
Choose Edit > Track Text Edits > Enable to enable text edit tracking.
NOTE: It is recommended that you have the documents open when you enable text edit tracking.
FrameMaker cannot enable text edit tracking if the document has errors that prevent FrameMaker from
opening it.
Choose Edit > Track Text Edits > Disable to disable text edit tracking.

Manage track text edits in a document


Learn to manage track text edits in a document in FrameMaker.
Various options in the Track Text Edits menu or on the Track Text Edits toolbar help you manage text
edits.
• Choose Edit > Track Text Edits > Show Next to find the next change.
• Choose Edit > Track Text Edits > Show Previous to find the previous change.
• Choose Edit > Track Text Edits > Accept Edit to accept an individual text edit.
• Choose Edit > Track Text Edits > Reject Edit to reject an individual text edit.
• Choose Edit > Track Text Edits > Accept All to accept all text edits in one go.
• Choose Edit > Track Text Edits > Reject All to reject all text edits in one go.
Once you accept a text insertion or deletion, that text edit becomes part of the file. If you accept an inser-
tion of text, the inserted text is retained. If you accept a deletion of text, the deleted text is removed. If
you reject an insertion of text, the inserted text is removed. If you reject a deletion of text, the deleted
text is retained in the file. The inserted or retained text acquires the formatting of its surrounding text.

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TEXT EDIT TRACKING

Should we add a before/after image with these scenarios: accept insertion, accept deletion, reject inser-
tion, reject deletion?
To filter edits by author or reviewer name, choose Edit > Track Text Edits > Show Reviewer Name > [user
name].
After selecting the reviewer name, you can do the following operations:
• Show Next/Previous: Displays changes made by the selected reviewer.
• Accept/Reject All: Accept all changes or reject all changes made by the reviewer.
NOTE: To populate the reviewer names in a book or a DITA map, open the book or the DITA map, choose
the desired scope and click Edit > Track Text Edits > Show Reviewer Name > Update User List. The
reviewer names are automatically populated for a document.

Preview a document with track text edits


Understand how you can preview a document with track text edits in FrameMaker.
Before you accept all text edits, preview the final document to see how the text edits are incorporated
in the document. You can also preview the original document without the text edits highlighted in the
document.
Preview operations can also be done on all/selected documents of the book or DITA map by selecting the
appropriate scope.
When you preview a document with text edits, the document display switches from the Tracking mode
to the Preview mode. In the Preview mode, avoid making non-trackable changes to your document. For
example, do not edit or apply conditions to text in the Preview mode. Such changes are not tracked and
you may get an unexpected result in the final document.
By default, the preview of a tracked document is turned off.
NOTE: When you select the Preview Final or Preview Original option for the first time in your document,
the Preview Off option is enabled. You can’t undo the Preview Final or Preview Original command in a
document.
• To preview the final document with text edits, choose Edit > Track Text Edits > Preview Final.
• To preview the original document with text edits, choose Edit > Track Text Edits > Preview Original.
FrameMaker incorporates accepted edits in the document. It deletes rejected edits and restores the
document to its original state.
If you modify the document with the Track Text Edits feature on and Preview Final or Preview Orig-
inal selected, FrameMaker switches from Preview mode to Tracking mode. In this case, you can’t
undo the changes you make.
• To turn off Preview mode, choose Edit > Track Text Edits > Preview Off.

Saving and publishing a document with track text edits


Learn how you can save and publish a document with text edits in FrameMaker. You can also learn how
to save a similar document as XML.

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TEXT EDIT TRACKING

When you save a document after inserting text edits, the suggested edits are retained. When you print
the document, FrameMaker prints the text edits as they appear in the document.
When you save a DITA map as a composite document and if the DITA map has topics with different
settings of Track Text Edits applied to them, the suggested edits are all accepted in the final document,
and the Preview final state is applied for all topics.
When you publish the document as a PDF, the text edits are retained and published to the output. If you
publish a FrameMaker document to HTML or RTF, the text edits are accepted, and the document is
published with the edited content. If the Preview mode is turned on, the document is published based
on the Preview Final or Preview Original option you selected.

Saving a document with tracked text edits as XML


You can save a document with tracked text edits as XML. You can open the XML document in
FrameMaker, enable tracking of text edits, and then edit the document. When you save the FrameMaker
document back to XML, the edited information is preserved through the XML roundtrip.
If Conditional Tags roundtripping is disabled, all Track Text Edits information is lost during the XML
roundtrip. By default, Conditional Tags roundtripping is enabled for any XML application.

Feedback is to cover the XML part under a heading. Discuss with Peter whether this info should move from
this chapter.
RELATED LINKS:
Print output

655
CHANGE BARS

Change bars
Learn what are change bars and how they help in review and collaboration in Adobe FrameMaker.
In this topic
• Introduction
• Apply change bars automatically
• Apply change bars manually
• Create a change bar character style
• Remove all change bars in a document
• Remove change bars from specific text

Introduction
In Adobe FrameMaker, change bars help you automatically or manually to indicate the changed lines or
paragraphs in a document.
A change bar is a vertical line that visually identifies new or revised text. You can have change bars appear
automatically whenever you insert, change, or delete text.
Change bar applied to the left of revised text

Sometimes, you want to flag only important changes to your document rather than flag every change. If
you’re sending out the second revision of a document for review, you probably want reviewers to focus
on substantive changes. In these situations, you can select specific text to mark with change bars rather
than add the change bars automatically.
You can remove the change bars from the text later. For example, between drafts of a manual, you can
remove the old change bars before adding new ones.
You can insert change bars in the newer of the two versions of a document by comparing the versions.

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CHANGE BARS

NOTE: Sometimes you add change bars to an entire paragraph of text and then update the paragraph
styles, for example, by importing formats from another document. Don’t remove format overrides
during the update if you want to retain the change bars. Adding change bars to an entire paragraph alters
the paragraph style, and the alteration counts as a style override.

Apply change bars automatically


To apply change bars automatically when you change the document, do the following:
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) Choose Format > Document > Change Bars.
3) Specify the thickness of the change bars and the distance from the column of text to the change
bars.
4) Choose the position of the change bars from the Position drop-down list. Select Side Closer To Page
Edge or Side Farther From Page Edge to vary the position of the change bars from side to side based
on the page layout.
The position is relative to the edges of the column that contains the changed text, regardless of the
number of columns on the page.
5) Choose a color for the change bars from the Color drop-down list.
6) Select Automatic Change Bars, and click Set.
Automatic Change Bars don’t detect changes in graphics imported by reference unless the name of the
imported file has been changed. Automatic change bars also don’t detect changes that affect only
formatting. For example, if you only change the style of a paragraph from Body to Bullet, no change bar
appears. In this case, you can add a change bar manually if necessary.
NOTE: If cross-references are updated when Automatic Change Bars is selected, change bars appear next
to all changed cross-references.

Apply change bars manually


To manually apply change bars to selected text or multiple paragraphs, do the following:
1) To apply change bars to selected text, choose Format > Style > Change Bar.
2) To apply change bars to paragraphs, click in a paragraph or drag through several paragraphs.
3) Choose Format > Paragraphs > Paragraph Designer and display the Default Font properties.
4) Select Change Bar, and click Apply.

Create a change bar character style


You can also apply change bars to text using a change bar character style.
To create a change bar character style, do the following:
1) Click in any paragraph and choose Format > Characters > Character Designer.
2) In the Character Designer, set all properties to As Is.

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CHANGE BARS

3) Select Change Bar.


4) In the Style box, enter a name for the character style.
5) Click Create.

Remove all change bars in a document


To remove all change bars in a document, do the following:
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) Choose Format > Document > Change Bars.
3) Select Clear All Change Bars, and click Set.

Remove change bars from specific text


To remove change bars from specific text, do one of the following:
• Select the text and choose Format > Style > Change Bar. If some of the selected text isn’t marked
with a change bar, choose Format > Style > Change Bar twice to remove the change bars.
• To remove a change bar applied by a character style, select the text and apply Default Font from
the Character Catalog.
Import shared PDF comments and annotations
TIP: To examine and change text marked with change bars, use the Find/Change command. You can
search for text that has the Change Bar property set or for text that uses a character style that sets the
Change Bar property.
RELATED LINKS:
Compare documents

658
PDF REVIEW

PDF review
Know what PDF review is and how this serves as a suitable collaboration method in Adobe FrameMaker.
PDF review is a suitable collaboration option in environments in which reviewers are not required to
make changes directly in the source document. Instead, they can use Adobe Document Cloud, Acrobat
Pro DC, Adobe Acrobat Reader DC to review the PDF file created from the source document.
You can create PDFs and set up PDF review from within FrameMaker. FrameMaker supports importing
comments from a reviewed PDF into the source document, which helps you speed up the process of
addressing feedback.
You can send a PDF file for shared review to allow reviewers to build on one another’s comments.
Acrobat lets you easily add reviewers, monitor the status of shared reviews, and send updates or
reminders.
When you plan to send a document for PDF review, keep the following considerations in mind before
creating the PDF:
• Difference between a simple PDF, a review PDF, and an online review
Any FrameMaker document that you save as a PDF using the File > Save As PDF option can be
opened in Adobe Acrobat Pro DC and reviewed. However, when you import comments from such
PDFs, FrameMaker does not have information about the structure of the source documents to place
the comments and changes reliably.
On the other hand, if you save a FrameMaker document using the File > Save As Review PDF option,
FrameMaker creates a review PDF. A review PDF is a tagged PDF, which means that the logical
structure of the document and specific metadata is maintained in the PDF. This information helps
FrameMaker to import comments reliably into the document.
If you save a FrameMaker document using the Review > Send for Online Review option,
FrameMaker creates a review PDF and saves it on Adobe Document Cloud server. For using the on-
line review service, you must have Adobe Document Cloud subscription. However, your reviewers
need not have Document Cloud subscription. They can review the shared document using their Ado-
be ID or even as a guest.
• Reviewing in Acrobat Pro DC and Adobe Acrobat Reader DC
Acrobat provides a range of commenting and markup tools to review PDFs. In Adobe Acrobat Read-
er, which all reviewers are likely to have on their computers, only the Sticky Note and Highlight Text
tools are available by default. To make all commenting and markup tools available for reviewing a
PDF in Adobe Acrobat Reader, you need to enable commenting in Adobe Acrobat Reader for the
PDF.

Create a Review PDF from an unstructured document


When saving an unstructured FrameMaker file as a PDF, ensure that you select the Generate PDF For
Review Only option in the PDF Setup dialog. Selecting this option creates a tagged PDF.

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PDF REVIEW

Create a Review PDF from a structured document


To use import PDF comments feature in a structured (XML) document, do the following:
1) Assign @IDs to all the elements in your content before you create a PDF for review. For assigning
the IDs, you need to ensure that all your elements have an ID attribute.
2) Ensure that you select the Generate PDF For Review Only option in the PDF Setup dialog.
RELATED LINKS:
Tagged PDF output

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Set up shared PDF review
Understand how to set up a shared review in Adobe FrameMaker.
Setting up a shared review of a PDF enables you to create a collaborative environment for reviewers.
To set up a shared PDF review with Adobe FrameMaker, do the following:
1) Open the document and choose File > Save As Review PDF.
2) Select Send For Shared Review.
3) In the Save Document dialog box, specify a location and name for the PDF and click Save.
4) Modify the PDF settings if required. For example, specify Start Page and End Page if you want to
save a part of the document as PDF (and not the entire document).
IMPORTANT: Do not deselect the Generate PDF For Review Only option on the Settings page and the
Generate Tagged PDF option on the Tags page. By default, these options are selected to ensure
that FrameMaker saves the PDF with enough information to import comments reliably into the
source document.
5) Click Set.
FrameMaker creates the review PDF, opens the PDF in Acrobat Pro DC, and prompts you to initiate
a shared review.
6) Choose how you want to collect comments from reviewers and click Next to proceed.
7) To invite reviewers, specify the email address of each reviewer.
8) Click Finish. Acrobat adds “_Review” to the filename. The reviewers receive a link to the file and
instructions on how to publish their comments.
NOTE: For more information about setting up a shared review, see Starting a PDF review article in the
Adobe Acrobat User Guide.

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Send a review PDF through email
See how you can send a review PDF through an email with Adobe FrameMaker and Adobe Acrobat Pro
DC.
To save a FrameMaker document as a Review PDF and send it for review through email, do the following
in Adobe FrameMaker:
1) Open a document, topic, book, or DITA map.
2) Choose File > Save As Review PDF > Send through email.
3) In the Save Document dialog box, specify a location and name for the PDF. Click Save.
4) Modify the PDF settings if required. For example, specify Start Page and End Page if you want to
save a part of the document as PDF (and not the entire document).
IMPORTANT: Make sure that the Generate PDF For Review Only option on the Settings page and the
Generate Tagged PDF option on the Tags page are selected. By default, these options are selected
to ensure that FrameMaker saves the PDF with enough information to import comments reliably
into the source document.
5) Click Set.
FrameMaker creates the review PDF and opens the PDF in Acrobat Pro DC.
Adobe Acrobat Pro DC prompts you to initiate an email-based review. To initiate an email-based review,
do the following:
1) Click Next to proceed.
2) To invite reviewers, specify the email address of each reviewer. Click Next.
3) A default message for the reviewers is displayed. Modify the invitation if required. Click Send Invi-
tation.
4) Specify whether you would like to send the invitation using your default email application (for
example, Microsoft Outlook) or web mail (for example, Gmail). Click Continue.
5) Check the outgoing message notification. Click OK.

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Set up an online PDF review
Learn how to use FrameMaker to set up an online shared review using Adobe Document Cloud services.
To create a review PDF and share it with your reviewers through Acrobat Document Cloud service,
perform the following steps:
1) Open a document, topic, book, or DITA map.
2) Choose Review > Send for Online Review.
FrameMaker starts creating a review PDF and prompts you to sign into Adobe Document Cloud ser-
vice.

3) If a Confirm Security message appears, click Yes.

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NOTE: You can disable this security message by enabling the Trust All Files Opened Via Acrobat
Distiller option in Acrobat Distiller preferences. For more information, see this Acrobat Distiller
help article.
4) Enter your email address and click Continue.
Follow the on-screen instructions to sign into your Document Cloud account.
5) After successful login, FrameMaker uploads the file onto your Document Cloud server.
The Send for Online Review dialog appears.

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6) In the Send for Online Review dialog, provide the following details:
– Review Name: Enter a description of the document you are sharing for review. This descrip-
tion forms the Subject line of the email that is sent to all reviewers.
– Reviewers: Enter the email ID of the reviewer and click Add.
NOTE: You can add only one reviewer at a time. To remove a reviewer from the list, select the
reviewer's email ID and click Delete.
– Set Deadline: If you want to share a time-bound review, then choose the Set Deadline option.
Once you select this option, the date field is enabled wherein you can choose a date. Your
review remains active till the specified date.
7) Click Send.
The review task is created, and an online review sent message is displayed.
8) Click OK.
NOTE: To import comments in your source document, see Import online review PDF comments and anno-
tations.

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Importing PDF comments
Learn how to import PDF comments and annotations in Adobe FrameMaker during review and collabo-
ration.
In this topic
• Introduction
• Import shared PDF comments and annotations
• Import online review PDF comments and annotations
• Import PDF comments and annotations after changing the source document
• Restrictions for importing PDF comments and annotations into edited documents

Introduction
You can import comments and annotations from a review PDF directly into the source Adobe
FrameMaker document and reduce the time taken to fix comments. You can incorporate suggestions and
edits from multiple reviewers participating in a shared PDF review much faster into the source docu-
ment.
FrameMaker can import the following types of PDF comments and annotations:
• Text additions
• Text deletions
• Text replacements
• Sticky notes
• Underlined text
• Highlighted text
Other types of comments or annotations are not imported.
When you import the PDF comments, they are inserted as tracked text edits, tracked markers, or simple
text formatting at the corresponding location in the FrameMaker document. Text additions, deletions,
and replacements are inserted as text edits. Sticky notes are inserted as comment type markers.
FrameMaker tracks these text edits and markers irrespective of whether the feature is enabled or
disabled. PDF comments of type Highlight are imported with the highlighting retained.
NOTE: FrameMaker does not allow insertions into objects like variables, text lines, and graphics. Also,
cross-references, text insets, bullets, and numbering are locked for editing in FrameMaker. Comments
on these objects are inserted as markers. If a reviewer adds a comment in response to another comment
in the PDF, it is inserted as a marker.

Import shared PDF comments and annotations


To import comments and annotations from a PDF that’s shared for commenting via File > Save As Review
PDFinto a FrameMaker document, do the following:
1) Open the document, topic, book, or DITA map to import PDF comments.
2) Choose File > Import > PDF Comments or Review > Import Comments > From Review PDF.
3) Read the instructions in the Import Comments From Adobe Acrobat dialog box. Click Yes.

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4) In the Import Comments From PDF dialog box, choose the PDF file from which you want to import
comments.
5) Select the type of comments that you want to import.

All comments
Select to import all supported type of comments from the PDF.
Only Insert, Delete, and Replace type of comments
Select to import only text additions, deletions, and replacements.
Apply custom filters
Select to specify filters for the comments that you want to import. You can filter comments by
parameters like type, author, status set by the author, checking state, and insertion date.

6) If the source document was modified after you created the PDF for review, FrameMaker confirms
whether you want to proceed with the import.
If the modification date of the source file is newer than the creation date of the tagged PDF,
FrameMaker confirms whether you want to proceed with the import.
7) FrameMaker imports the comments from the PDF and displays an import summary. The summary
displays the number of comments that FrameMaker imported and placed in their exact locations,
imported and placed in approximate locations, and failed to import.
8) Click OK to close the Import Summary dialog box and return to the document window.

Import online review PDF comments and annotations


To import comments and annotations from a PDF that's shared for online review, do the following:
IMPORTANT: Before you initiate the comments import process, ensure that the Security setting of Internet
Explorer is set to Medium-High or Medium. Setting the Security setting to High will restrict JavaScript
execution, which can result in unexpected comments import experience.
1) Open the document, topic, book, or DITA map to import PDF comments.
2) Choose Review > Manage Online Reviews or Review > Import Comments > From Online Review.
You will be prompted to log into Adobe Document Cloud service and FrameMaker will fetch the list
active reviews from your Document Cloud account.
3) In the Import Comments list, select the file from which you want to import review comments.
You can also search for your file by entering any search term. FrameMaker searches for the entered
term in all presented columns.

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Figure 1: Import Comments list
NOTE: The review name is displayed only when one of the reviewers has started the review.
4) Click Import and Open.
FrameMaker downloads the files and imports the comments from the PDF and displays the Review
panel.
5) Use the Review panel to perform the following tasks:

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Figure 2: Review panel
– Open the Import Comments list to choose a file from where you want to import comments in
the current document.
– Enter a search term to display comments containing the searched term.
– Navigate to the previous or next comment in the document.
– Accept or reject the current comment.
– View comments from a specific reviewer by selecting the reviewer's name from the All
Reviewers list.
– In case of a book or DITA map, the list of chapters or topics is displayed in the files drop-down
list. You can switch to the required document by selecting it from the list. The comments
panel refreshes and displays the comments given on the selected chapter/topic only.

Import PDF comments and annotations after changing the source document
You can change the source content of a FrameMaker document while its PDF output is being reviewed
and still import PDF review comments.
You can make the following changes to the source FrameMaker content and still import the PDF review
comments:
• Change in the relative position (as per the line numbers) of the paragraph in the source
FrameMaker document

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• Change in the text around (before/after) the commented text in the paragraph in the source
FrameMaker document

Figure 3: Change bar applied to the left of revised text


If the source document has changed after you sent the PDF for review, the exact insertion points for
some comments can be indeterminable. FrameMaker inserts such comments as tracked markers in
approximate locations. Comments applied to unnamed text flows, non-text objects, or objects locked for
editing are also inserted in approximate locations as markers.

Restrictions for importing PDF comments and annotations into edited documents
• In .fm and .mif documents, if you drag-and-drop any para anywhere in the document, the import
PDF comments functionality does not work correctly.
• If a PDF review comment spans over two paragraphs and you edit the source within the comment,
the comment gets imported on the edited content as well.
• If due to copy and pasting, duplicate IDs exist for multiple elements in the source document, the
PDF comments will be imported for the first instance of the ID and the subsequent, duplicate
instances are ignored.
• In a book, if chapters are moved up and down after generating PDF for review, Import PDF
comments do not work correctly.
• If the text that is commented on in the PDF is changed in the source, the comment is imported as
a marker with the type comment. You can view these markers in the Marker panel.

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CREATE PACKAGES

Create packages
Learn how to package an Adobe FrameMaker book or document with its related files into a zip archive
for distribution and backup.
You can package Adobe FrameMaker .book, .ditamap, .xml, .mif, or .fm files with all its related
files into a zip file for distribution or backup. When you choose to create a package with a book or DITA
map in focus, FrameMaker automatically picks up the related files, such as chapter files, images, text
insets, conrefs, crossrefs, to a .zip file.
The packaged zip file contains:
• The book or DITA map
• Chapter or Topic files
• Files referenced in the chapters/topic files, such as text insets, conrefs, and images
ATTENTION: When packaging structured files, their application setup files, such as DTD, structapps.fm,
read-write rules, and templates, are not packaged.
ATTENTION: FrameMaker treats the topic, chapter, or dependent files that exist outside the folder (or
subfolders) of the book or DITA map as missing files. To package a book or DITA map, you need to have
all their topic, chapter, and dependent files in the same folder or its subfolders. Select this option to
package a book or DITA map without their chapter or topic or dependent files in the same folder. Other-
wise, packaging fails for such a book or DITA map.
To create a package, place all their topic, chapter, and dependent files in the same folder or its
subfolders. Any files outside the folder are treated as missing files and are not copied in the zip file.
1) With a book or DITA map in focus, choose File > Package or press Esc+F+l+p.
2) In the Package dialog, do the following:
a) Edit the filename and path of the zip file, if required. By default, the name and location of the
package zip file is the same as the book or DITA map file.
b) Click Settings to exclude one or more of the following types of files from the package (zip file):
Multimedia, Images, and 3D files, Content References and Cross References, Text Insets, and
OLE objects.
c) Select Create Package Even If Files Are Missing to create a package even if chapter, topic, or
dependent files are missing.
ATTENTION: FrameMaker treats the topic, chapter, or dependent files that exist outside the
folder (or subfolders) of the book or DITA map as missing files. To package a book or DITA
map, you need to have all their topic, chapter, and dependent files in the same folder or its
subfolders. Select this option to package a book or DITA map without their chapter or topic
or dependent files in the same folder. Otherwise, packaging fails for such a book or DITA map.
d) To view the package file after it is created, select Open Containing Folder After Packaging.
After the package is created, the folder containing the zip file opens in Windows Explorer.
e) To generate an issue log about the package, select Generate Log File.
f) Click Package.

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CREATE PACKAGES

FrameMaker processes the book file and creates a package. Now you can share the zip file with others
or back it up.

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DROPBOX INTEGRATION

Dropbox integration
Learn to use Dropbox with Adobe FrameMaker.
In this topic
• Introduction
• Configure Dropbox
• Add files to Dropbox
• Share Dropbox location
• Open and save files

Introduction
Adobe FrameMaker allows you to share and maintain topics and related files using Dropbox. Using
Dropbox functionality as supported in FrameMaker, you can share files for:
• Review with Subject Matter Experts and other stakeholders
• Shared work with technical writers while they are traveling or are located outside your network

Configure Dropbox
To use Dropbox to share files, the users need to download and set up Dropbox on the machines and
create a Dropbox account:
1) Download and install the Dropbox app on your machine.
2) In FrameMaker, choose Edit > Preferences….
3) Choose Global > Dropbox and set up the following:
Currently selected Dropbox folder: The path to your Dropbox folder. Click Select to browse to your
Dropbox folder if the field is empty.
Delete files from Dropbox after copying locally: When this option is selected, on selecting save lo-
cally or save locally with dependencies, the files are deleted from the Dropbox folder on your ma-
chine.
Create folder structure for dependencies while uploading or downloading: FrameMaker creates a
folder structure in the Dropbox folder similar to the one you are uploading or downloading. When
this option is not selected, FrameMaker creates the folder structure only for folders that exist at the
same level or below as per the document/book/ditamap that you are uploading or downloading.
When selected, FrameMaker creates a similar folder structure from the topmost component (fold-
er/file) even for the folders that exist outside or above the file that you are uploading or download-
ing.
4) Click OK.

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DROPBOX INTEGRATION

Add files to Dropbox


Add files to Dropbox to share with other users. After you have added the files to Dropbox, you can Share
Dropbox location.
1) Open a file in FrameMaker.
2) Choose File > Utilities > Dropbox > Save to Dropbox folder with Dependencies. When you select
Save to Dropbox folder with Dependencies, the following assets are also uploaded to Dropbox:
– Chapter files referenced in the book file
– Book file relevant to a chapter file
– Image files
– Text insets

Share Dropbox location


For other users to be able to share files with you, share a Dropbox location with them. Create a shared
folder in Dropbox and share it with other users who need to set up Dropbox in FrameMaker. Or, you can
share link to a single file with other users through Dropbox.

Open and save files


To open a file from the Dropbox folder, choose File > Utilities > Dropbox > Open. FrameMaker opens the
file from Dropbox. You can edit or save the file.

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COMPARE DOCUMENTS

Compare documents
Learn how to compare documents in Adobe FrameMaker. Understand the composite and the summary
document.
In Adobe FrameMaker, you can get specific information on the differences between two documents or
different versions of a document by comparing the two documents or versions. When you compare two
documents, FrameMaker creates a composite document and a summary document.

Composite document
The composite document is a document that combines the newer and older version. It shows the differ-
ences with track changes. You can specify the conditio tags to apply to changed, inserted, and deleted
text. You can also specify whether FrameMaker marks changes with change bars.
In the composite document, FrameMaker considers differences to be insertions or deletions. For
example, if the contents of a graphic frame have changed, both versions appear in the composite. The
older version is marked as deleted; the newer version is marked as inserted. Variables in the composite
document use the newer definitions, but they aren’t marked as changed. Only inserted and deleted vari-
ables are considered changes.

Summary document
The summary document contains a general summary and a revision list for each type of item being
compared. You can create the summary as a hypertext document, with links to the actual pages where
the changes occurred. By creating a hypertext summary document, you can quickly display changed
pages for reading or editing.
In the summary document (named Summary.fm), differences are considered insertions, deletions, or
changes. If an item has moved, it’s marked as deleted and inserted. FrameMaker displays the number of
the page on which the change occurs in the newer version, the older version, and the composite docu-
ment. For insertions, the page number given for the older version is the page where the item would be
inserted to match the newer version. For deletions, the page number for the newer version is the page
where the item would have appeared if it hadn’t been deleted

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Types of objects compared
Understand which objects Adobe FrameMaker checks when comparing two versions of a document in
Adobe FrameMaker.
When comparing two versions of a document, Adobe FrameMaker checks the contents of flows with the
same names on Body and Reference pages. FrameMaker compares the following objects:
• text
• anchored frames
• footnotes
• tables
• variables and their definitions
• cross-references and their formats
• footnote text
• marker types and marker text
FrameMaker doesn’t compare structure elements. FrameMaker does compare the element contents.
The following are some specific differences that FrameMaker can find:

Anchored frames
FrameMaker compares the objects in the frame. If the objects are different, or if they are in
different positions, FrameMaker marks the entire anchored frame as changed.
Cross-references
FrameMaker checks whether a cross-reference is external or internal. FrameMaker also checks the
cross-references format name, the marker text at the source, and the path of the referenced file
(for external cross-references). If any of these properties are different, FrameMaker marks the
cross-reference as changed.
Equations
FrameMaker compares the size of the equation, the location of the equation within its graphic
frame, and the math expressions. If any of these objects are different, it marks the entire equation
as changed.
Imported graphics
FrameMaker compares the contents and dpi scaling of imported graphics. For example,
FrameMaker checks whether the object has been flipped or rotated, and compares the size of the
bounding box. FrameMaker also compares how the graphic was imported—by reference or by
copying. When you import a graphic by reference, FrameMaker compares the file paths. If any of
these properties are different, it marks the line that contains the anchored frame of the imported
graphic as changed.
Tables
FrameMaker checks the number of rows and columns, whether cells are straddled, and whether
cells are rotated. If any of these properties is different, FrameMaker marks the line that contains

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the table anchor as changed. If text in cells has changed, only the new table appears in the
composite document. FrameMaker marks the line in the cell that has changed as changed. If more
than 75% of the cells have changed, it marks the entire table as changed.
FrameMaker doesn’t check the formatting of text or tables. Therefore, it doesn’t notice different
ruling or shading in a table or a different color assigned to text.
Both the English version of FrameMaker and the Japanese version running on a Japanese OS can
compare Japanese text.
Text insets
FrameMaker compares the modification date, the filename, the relative paths of text insets, and
the way the text inset was imported. For example, for imported text insets, FrameMaker checks
whether the lines were merged into paragraphs. If any of these objects are different, FrameMaker
marks the entire text inset as changed.

FrameMaker doesn’t compare these objects:


• Master page flows, header and footer flows, or untagged flows
• Graphic objects or text lines not in anchored frames
• Anchored frame positions
• Footnote properties or numbers
• Paragraph, character, or table tags
• Text or table formatting
• Tags in the Paragraph Catalog, Character Catalog, or Table Catalog
• Contents of text insets

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Compare two versions of a document
See how you can compare two versions of a document in Adobe FrameMaker.
To compare two versions of a document in Adobe FrameMaker, do the following:
1) Open both versions of the document. If the documents contain conditional tags, all conditions must
be visible.
2) In the newer version, choose File > Utilities > Compare Documents.
3) Choose the older version from the drop-down list, and specify the documents you want
FrameMaker to create. All open, named documents, except the current document, are listed in the
Older Document drop-down list.
4) Click Options, do the following, and click Set:
– Specify how to display inserted text in the Mark Insertions With area. Select the default
condition tag (Inserted) or a different condition tag. You can choose not to mark inserted text.
– Specify how to display deleted text in the Mark Deletions With area. Select the default condi-
tion tag (Deleted), a different condition tag, or text that you specify. To omit deleted text from
the composite document, click Replacement Text and leave the box empty.
– To mark all changes (insertions and deletions) with change bars in the composite document,
select Mark Changes With Change Bars. FrameMaker uses the current change bar settings for
the document.
TIP: To add change bars to the newer version of a document, select Mark Changes With Change
Bars. Select Replacement Text in the Mark Deletions With area and leave the Replacement box
empty.
5) Click Compare. When the comparison is complete, FrameMaker displays the summary and
composite documents. If the two versions are the same, neither document is created.
6) To make the summary report a hypertext document, select Create Hypertext Links In Summary.
When you click the page number of a change in the summary, FrameMaker displays the page. You
can display pages of the newer version, the older version, or the composite document that contains
that change.

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Compare documents that contain conditional tags
Learn how to compare documents that contain conditional tags in Adobe FrameMaker.
You can compare documents with multiple flows. To prevent Adobe FrameMaker from comparing the
wrong flows, make sure that each flow has a unique tag.
A document can contain different flows with the same name, such as separate flows named “A” on
disconnected pages. In such cases, an alert message lists the duplicate flows when you try to compare
the documents. FrameMaker compares flows only if each document contains one flow of the same
name.
FrameMaker ignores hidden text and graphics that are not showing.
Do one of the following:
• To compare the full texts of two documents that contain conditional tags, show all conditions
before performing the comparison.
• To compare specific texts of two documents that contain conditional tags, show conditions based
on a specific expression before performing the comparison.
• To ignore conditional tags while comparing documents, hide all conditions before performing the
comparison.
Any hidden conditional items in the newer document remain hidden in the composite document that is
produced.

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WORD AND CHARACTER COUNT

Word and character count


See how to find word and character count during authoring and revising a document in FrameMaker.
When authoring or revising a document, you sometimes want to find out the number of words and char-
acters in the document. For Asian-language documents with double-width (multibyte) characters,
counting the number of characters in a document is useful.
• Choose File > Utilities > Document Reports.
• Select Asian Character Count or WordCount, and then click Run.
NOTE: The Asian Character Count report gives the number of single-width characters, double-width
characters, and the total number of characters.
In addition to finding word or character count on an individual file, you can also get the total number of
words in every single file in your book.
• Select the book file, and choose File > Utilities > Book Word Count.

The report processes all files within your main book, nested books, and even files within folders in
your book. You can also save the report as a CSV file by clicking Save Report.

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FAQ & TROUBLESHOOTING

FAQ & troubleshooting


See come common FAQs and troubleshooting tips for text edits in FrameMaker.

I have selected enable Track Text Edits. The document does not open.
If the document you want to edit has errors, FrameMaker might experience problems in opening
the document. It is recommended that you open the document first and then enable Track Text
Edits.
Change bars have disappeared from paragraphs.
Check if you updated the paragraph styles after applying the change bars. If you need to update
paragraph styles after applying change bars, make sure you don’t remove format overrides.
I forgot to turn on change bars before making changes to a document. Is there a way I can identify the
changes I have made?
If you have maintained the version of the document before making changes, you can compare that
version with the current version of the document and identify the changes you have made.
See Compare two versions of a document.

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STRUCTURED AUTHORING
INTRODUCTION

Structured authoring
Understand what structured authoring is and how the content rules are defined in Adobe FrameMaker
for structured authoring.
In this topic
• Introduction
• Benefits
• SGML, XML, and XHTML
• DITA and DocBook

Introduction
In an unstructured authoring workflow, you create relatively free-flow narrative-based documents. For
example, you can have headings, followed by paragraphs, or graphics with captions. In the case of struc-
tured authoring, the content rules enforce a consistent structure across similar pieces of information. For
example, you can decide to enforce the following content rules:
• A topic must always start with a title.
• A paragraph must follow a title.
• A table must have a heading row.
• A graphic must have a caption.
These content rules are defined in either a DTD (Document Type Definition) or an XML Schema. Confor-
mance to these content rules is automatically checked against the DTD or XML Schema.
For example, consider the structure of a home address. Suppose that the content rules require an
address to contain an employee name, house number, street, city, and ZIP code. In unstructured
authoring, an address without a house number can be discovered only through editing or review. In
structured authoring, the structure is validated and automatically checked for completeness. Consistent
organization and sequence are therefore enforced and assured.

Benefits
Enforces a consistent organization of information
You can create a Structured Application to ensure that a bulleted list must contain at least two
items. Or an image must include a caption.
Automatically validates the organization of information
FrameMaker provides visual cues to indicate when the structure of a document is broken.

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STRUCTURED AUTHORING
BENEFITS

Figure 1: Here the title element is missing in a DITA Topic


Consistency of content
Imposing structure results in improved consistency of content across multiple documents in a
document set.
Supports content reuse
FrameMaker provides user interface based content reuse functionality such as DITAVAL, Filter by
Attribute, relationship tables, to allow users to reuse content easily.
Supports metadata to add information to documents
Besides content such as text and images, you can also associate metadata with a structured docu-
ment. For example, the author of a document. You can also use attributes to associate metadata
with specific elements in a document. The Filter by Attribute feature in FrameMaker allows you to
set attribute values and then filter the content in a structured document based on these attributes.
Separating content and formatting
The writers focus on content. The publishing workflow controls formatting and the appearance of
the final output. For example, print output may use a different font from online.
However, FrameMaker supports formatting in Structured Applications. This implies that the
FrameMaker structured authoring environment displays formatted content. This provides visual
cues to users regarding the formatting of a document.

Figure 2: XML View

Figure 3: WYSIWYG View


Reduces localization effort
Since structured documents separate content from formatting, the use of localization technologies
can substantially reduce localization effort and cost.

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STRUCTURED AUTHORING
SGML, XML, AND XHTML

SGML, XML, and XHTML


Using FrameMaker, you can import and export structured documents in either SGML or XML (including
XHTML 1.0) format. Once you import a structured file, it is no longer an SGML or XML file; it is a struc-
tured FrameMaker document. To return it to its original format, save it as an SGML or XML file.

SGML
SGML (Standard Generalized Markup Language is the international standard for all markup
languages for data exchange and storage.
SGML is a descriptive, rather than procedural, markup language, meaning different systems can
process the same document. Each system applies different processing instructions to relevant
sections.
SGML was the first language to implement the DTD (Document Type Definition), which formally
defines the document by its components and structure. Documents of the same type can then be
verified and processed uniformly.
A document that conforms to the structure of a DTD is called valid.
XML
XML (Extensible Markup Language) is a generalized format for representing structured informa-
tion, especially for the web. Like HTML and SGML, XML requires the use of elements and structure.
However, XML differs from HTML in that it is extensible. You can define not only your elements but
also their order, relationships among them, and the way they are processed and displayed.
Use XML to define and implement a structure that is appropriate for your content. An XML docu-
ment that conforms to the structure of a DTD is called valid. An XML document that uses elements
that conform to the standard XML specifications are called well-formed.
XHTML 1.0
XHTML (Extensible Hypertext Markup Language) is an extension of HTML that is based on XML and
is designed to work with XML-based applications. It can be viewed, edited, and validated with stan-
dard XML tools. Using XHTML is an easy way to migrate from HTML to XML while retaining forward
and backward compatibility of your content.
XML vs XHTML 1.0
Instead of style-based, paragraph-oriented word processing and desktop publishing, XML provides
a foundation for structured authoring. XML describes content according to elements that are orga-
nized in a hierarchical tree.
In word-processing environments (such as unstructured FrameMaker), the relationship among the
various document components is apparent through formatting on the page. The document file,
however, does not capture these relationships because a word processor document is made up of
a string of paragraphs. For example, unstructured FrameMaker does not capture the subordination
of a Body paragraph style to its preceding Heading1 style. Structured authoring, however, does
capture the hierarchical relationships among the document components.

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STRUCTURED AUTHORING
DITA AND DOCBOOK

DITA and DocBook


Two off-the-shelf Structured Applications available for technical documentation in Adobe FrameMaker
are DITA and DocBook.

DITA
DITA (Darwin Information Typing Architecture) is an XML data model for authoring and publishing.
It is an open standard that is defined and maintained by the OASIS DITA Technical Committee. DITA
provides a set of elements and attributes and a pre-definied structure designed specifically for
technical documentation.
DITA 1.3 includes five specialized topic types:
• Task
• Concept
• Reference
• Glossary Entry
• Troubleshooting
Typical elements in DITA include, for example, <title>, <shortdesc>, <prolog>, <body>,
<p>, <fig>, <image>, <table>, and <related-links>.
Following are some distinguishing DITA features:
• DITA is topic-oriented. Each topic can be a piece of content that can be reused in multiple contexts.
• Because DITA separates content from context, multiple architectures of information are possible in
DITA. DITA can also be extended to allow for the definition of information types.
• DITA is topic-based. It provides three basic topic types, but it allows for specialization of these topic
types for individual needs.
• DITA uses a DITA map which contains links to the XML files in the documentation set. Each XML file
can be a topic or a collection of topics.
• FrameMaker can publish DITA to PDF, Responsive HTML5, mobile Apps for iOS and Android, EPUB,
Kindle, Microsoft HTML Help (CHM), and Basic HTML.
DocBook
DocBook is also an open standard, designed for technical articles and documentation. DocBook
provides a DTD for writing technical books and articles, with a structure that such forms imply.
Typical elements in DocBook include, for example, <article>, <section>, <title>, <arti-
cleinfo>, and <pubdate>.
Following are some distinguishing DocBook features:
• DocBook is book or chapter oriented.
• DocBook is hierarchical by nature and has to be developed for true single-sourcing. The content is
not independent of its context.
• DocBook has a fixed but a large set of elements and attributes.

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STRUCTURED AUTHORING
DITA AND DOCBOOK

• DocBook provides an XML include file that contains all the other files.
• DocBook outputs include PDF, HTML, and HTML Help. It can be extended for other output forms
with some development work.

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AUTHOR STRUCTURED CONTENT

Author structured content


Learn how you can author content in structured Adobe FrameMaker.
You can create structured document as XML documents or as binary FrameMaker (*.fm) documents.
Structured authoring is based on elements. An element in a document contains text, image, or other
elements. A structured document is made up of a hierarchy of elements.

Figure 1:
The elements in a structured document depend on the Structured Application on which the document is
based. A Structured Application defines the structural and formatting rules that are then used by the
structured documents that use the application. For details, see Getting started with Structured Applica-
tions.
When you create a structured document in FrameMaker, you need to specify the Structured Application
to use.

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Create XML documents
Learn how to create a new XML document, open an XML document, and save an XML Document with
Adobe FrameMaker.
In this topic
• Introduction
• Create a blank XML
• Create an XML based on a DTD
• Create an XML based on a Structured Application
• Save an XML document
• Open an XML document

Introduction
With Adobe FrameMaker, you can create a blank XML document. You can also create an XML document
that is based on an existing DTD (Document Type Definition) or on an existing Structured Application. You
can also open existing XML documents, edit them, and save them.

Create a blank XML


You can create a blank XML document from scratch. This document only contains a single root element
(<ROOT>).
1) Open the New XML dialog (File > New > XML).
2) In the Other XML tab, select Empty XML and click OK.
3) Open the Elements catalog to view the list of elements in the catalog (View > Panels > Element
Catalog).
NOTE: The Elements catalog contains a <TEXT> and a <ROOT> element.

In the WYSIWYG view, you can only add <ROOT> elements or text to the root elements.
In the XML view, you are able to add elements to the XML structure. For example, you can add a
<SECTION> and a <P> element within a <ROOT> element:

Figure 1: p element added in XML view


In the WYSIWYG view, the Elements catalog now displays the <SECTION> and the <P> element. You can
now add this element in the XML document. This document is not based on any Structured Application,

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so FrameMaker does not enforce any structural rules on the document. FrameMaker, however, ensures
that the structure of the XML is maintained.

Create an XML based on a DTD


You can create a XML document based on an existing DTD (Document Type Definition).
1) Save the following snippet into a text file.
<!ELEMENT BOOK (CHAPTER+)>
<!ELEMENT CHAPTER (HEADLINE,BODY)>
<!ELEMENT HEADLINE (#PCDATA)>
<!ELEMENT BODY (#PCDATA)>
<!ATTLIST CHAPTER AUTHOR CDATA #REQUIRED>
2) Save the text file with the .dtd extension.
3) Open the New XML dialog (File > New > XML).
4) In the Other XML tab, select DTD based XML and click OK.
5) In the New XML dialog:

Root Element
Specify the name for the root element of the XML document. This is the topmost element in the
hierarchy.
Public ID
A public ID in an XML document makes it portable to other computers.
System ID
Path to the DTD. This can be a path on your file system or a URL.

NOTE: If you view the document in the XML view, the public ID and the System ID are stored in the
DOCTTYPE declaration at the top of the file.
6) Click OK.
The <BODY>, <CHAPTER>, and <HEADLINE> elements defined in the DTD are available in the El-
ements catalog.
7) Insert the <CHAPTER> element into the document.
The Attributes for New Element dialog prompts you to specify the value of the AUTHOR attribute.

Create an XML based on a Structured Application


A Structured Application defines structural rules (using EDD or DTD), content formatting (using
templates), read/write rules for the documents that are based on the application. FrameMaker provides
a set of out-of-the-box Structured Applications that you can use to create documents. These applications
are based on the following open standards:

DITA
Darwin Information Typing Architecture (DITA) provides an off-the-shelf DTD and set of rules
designed specifically for writing online documentation, such as software help files. It defines an

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element structure suited to authoring, producing, and delivering technical documentation. The
types of elements in DITA include, for example, <topic>, <title>, <shortdesc>, <prolog>,
<body>, and <concept>.
xDocBook
DocBook is also an open standard, designed for technical articles and documentation. DocBook
provides a DTD for writing technical books and articles, with a structure that such forms imply.
DocBook elements include <article>, <section>, <title>, <articleinfo>, and
<pubdate>.
XHTML
Extensible Hypertext Markup Language (XHTML) is an extension of HTML that is based on XML and
is designed to work with XML-based applications. It can be viewed, edited, and validated with stan-
dard XML tools.
S1000D
For performance considerations, FrameMaker does not run the associated S1000D scripts at
startup. Before creating document based on S1000D applications, you need to:
1) Choose Edit > Preferences to open the Preferences dialog.
2) Go to the General > Launch tab and remove the following entries from the Don’t Load Startup
Scripts field:
S1000dUtilities and S1000Dmenu
3) Click OK and restart FrameMaker.
NOTE: For more information about S1000D, see Adobe FrameMaker (2017 release) Application Pack for
S1000D.

Quick access to the S1000D/ATA resources has been provided in the Help > S1000D Functionality menu.
The new menu items under S1000D Functionality are:
• Frequently Asked Questions: Find answers to some commonly asked questions about S1000D in the
S1000D Functionality section in the FrameMaker FAQ article.
• Application Pack Guide: You get a quick access to the Application Pack for S1000D user guide.
• Enhanced 3rd party extension for S1000D/ATA from Mekon: You can find information about Mekon,
Adobe Techcomm partner, which offers expert consultation for S1000D/ATA standards.
To know more, choose Help > S1000D Functionality.
In addition, you can create your own Structured Application. You can then create documents based on
this application.
1) Choose File > New > XML to open the New XML dialog.
2) Select a Structured Application from the Structured Applications tab or select a DITA Structured
Application in the DITA tab.
NOTE: The DITA Structured Applications are also available in the Structured Applications tab.
3) Click OK.

690
The elements in the Elements catalog and the attributes defined for each element are based on the Struc-
tured Application on which the document is based.
Since structured documents enforce structural rules, the elements in the Elements catalog are based on
the current context.

Save an XML document


When you save an XML document, if you prompted with the following dialog, you need to select the asso-
ciated Structured Application.

Figure 2: Choose Structured Application


If you choose an incompatible Structured Application, the errors are logged to the message console.
When you open a structured document, the FrameMaker error console displays structural and other
issues in a document, if any. This console also provides the following information about document issues:
• Exact location of the issues within the document
• Name of invalid elements, if any

Open an XML document


When you open an XML document, if you are prompted with the following dialog, you need to select the
associated Structured Application.

Figure 3: Choose Structured Application


If you choose an incompatible Structured Application, the errors are logged to the error console. In addi-
tion, if the XML document hierarchy does not follow the structural rules defined in application, the docu-
ment is displayed with errors in the Structure View.

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Elements catalog
Understand the Elements catalog in Adobe FrameMaker.
In Adobe FrameMaker, the Elements catalog lists the elements you can use at the current location and
provides commands for adding and editing elements. It also displays other information about the current
location, such as whether you can type text there. The information in the Elements catalog comes from
content rules in the definition for the current element.
Use the Elements catalog to do the following:

Insert
Insert an element into the document hierarchy.
Wrap
You can wrap text content, a single element or multiple consecutive elements into another element
if the structure allows this.
For example, in DITA, you can wrap one or more words in a paragraph (<p>) into inline elements
like <b> or <i> to mark them up for bold or italic formatting. You can also wrap multiple consecu-
tive <p> elements into a <section> element.
Change
You can change (rename) an element to another element which is allowed in the structure.
For example, in DITA, you can change a <p> (paragraph) element to a <note> element.
Options
You can customize the display of elements in the Elements catalog based on the options in the Set
Available Elements dialog.

The Elements Catalog is preset to show only the elements that are valid at the current location, though
you can have it display more elements if you want greater flexibility. The catalog is empty if you click or
select in an unstructured flow, if the document has no element definitions, or if no elements are possible
at the current location.
To maintain the structure of the document, the Elements catalog displays only valid elements. This
implies that the catalog displays only elements defined in the associated Structured Application and that
are valid at the current location.
Example: A Structured Application defines a <table> element that contains <row> elements. The
<row> element is displayed in the Elements catalog only if the insertion point is placed at the appro-
priate location in the <table> element.

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Figure 1:
Choose View > Panels > Element Catalog to display the Elements catalog:

Figure 2:

693
The Elements catalog uses the following symbols to identify whether an element is valid:

Heavy check mark


The element is valid at the current location. If you insert the element, the current (parent) element
will be correct and complete up to this location.
Plus sign (+)
The element is an inclusion (SGML only) in the current element and is valid at the current location.
The plus sign always appears next to a heavy check mark. Inclusions are valid only in SGML docu-
ments, so this sign does not appear in XML documents.
TIP: Although inclusions are as valid as elements identified with just a heavy check mark, you might find
it helpful to list inclusions separately. If a document has many inclusions, it can be difficult to find other
valid elements in the catalog.
Question mark (?)
The element is a possible replacement for the element right after the insertion point or for the
selected elements. It is valid at the current location, but will make child elements after it invalid. If
you insert an element with a question mark, the current (parent) element will be complete and
correct up to this location, but you’ll have to correct errors after the new element.
Light check mark
The element is valid later in the current element. If you insert one of these elements, the current
(parent) element will be correct but incomplete up to this location. You’ll have to go back and fill in
missing child elements.
No symbol
If an element in the catalog has no symbol, it is not valid at the current location or later in the
current element. It may be valid earlier in the current element or outside the element.

The Elements catalog may also include the following indicators to provide other information about the
current location:

<TEXT>
You can type text at this point.
<UNDEFINED>
The current element does not have a definition in the document. The element was probably pasted
from a document with different element definitions. This does not appear when the catalog is set
to display all elements.
<INVALID>
The contents of the current element are invalid. This does not appear when the catalog is set to
display all elements.
You can use buttons in the Elements catalog to insert an empty element, wrap an element around
contents, and change the type of an existing element.

694
If there are many elements in the catalog you can type in an element name or part of an element name
or the element’s “friendly name” in the search bar to filter the list:

Figure 3:
RELATED LINKS:
Insert an element
Wrap an element
Change an element
Configuring the Elements catalog

695
Manage elements using the Elements catalog
Understand how to merge and split elements and how to unwrap element content in Adobe
FrameMaker.
In this topic
• Introduction
• Merge elements
• Split an element
• Unwrap element text

Introduction
When working with elements in a document, you can use the Elements catalog to insert, wrap, and
change the elements. You can also merge multiple elements in a document, you can split a single
element into multiple elements, and unwrap elements in a document.

Merge elements
You can merge multiple similar and contiguous elements in a document. For example, you can merge two
or more <p> elements to include the contents into one <p> element. You can merge multiple lists
(ordered or unordered) to include the elements of the different lists into one list.
1) To select multiple similar elements in the Structure View panel, click the first element then keeping
the Shift key pressed, click the other elements that you want to merge.
NOTE: The elements that you want to merge must be contiguous (placed next to each other in the
document hierarchy).
2) Choose Element > Merge.
Alternatively, you can right-click the selection and choose Merge from the context menu.
The multiple elements are merged into a single element of the same type.

Split an element
You can split a single element into two elements. For example, if a list contains multiple list items, you
can split the list into two lists. The list items in the two new lists depends on the item you selected to split
the list. Also, if a paragraph of text contains a piece of text that is wrapped in an element, you can split
the paragraph at the wrapped element.
1) Select the element at which point you want to split the parent.
For example, select the list item at the point where you want to split a list.
Or select the wrapping element at the point where you want to split a paragraph.
2) Choose Element > Split.
Alternatively, you can right-click the selection and choose Split from the context menu.
The parent element is split at the selected child element.
NOTE: You cannot split the contents of a table. Also you need to ensure that the splitting of an element
does not break the structure of the document.

696
Unwrap element text
You can wrap text into an element (Wrap an element). You can also choose to unwrap text from an
element and remove the element wrapping the text.
1) Select the element that wraps text in a document.
2) Choose Element > Unwrap.
Alternatively, you can right-click the selection and choose Unwrap from the context menu.
The wrapping element is removed from the text.

697
Element banner text
Understand element banner text in Adobe FrameMaker and how to show/hide it, and how to configure
element banner text settings in the maker.ini.
In this topic
• Introduction
• Show or hide element banner text
• Remove element banner text on delete
• Element banner text settings

Introduction
Banner text in a document acts as a visual cue to working with the element in a document. For example,
the following document based on the DITA topic Structured Application, displays banner text:

Figure 1: Banner text indicates what you should enter in various elements
When you place the cursor on the banner text, the entire text is selected, you can then start typing and
the banner text is replaced.

Show or hide element banner text


You can choose to display or hide the banner text in a document. By default, the banner text is displayed.
To show or hide the banner text, choose View > Element Banner Text.

Remove element banner text on delete


If you select the banner text in an element and press the Del key, the banner text is removed. However,
if you do not type any text in place of the banner text, as soon as you move to another element, the
deleted banner text is displayed in the element.
You can choose to override this default behavior and ensure that the banner text, if deleted, does not
reappear. The banner text will not reappear even if you close and reopen the document.
To ensure that the banner text remains deleted, you need to set the
RedisplayBannerTextForemptyElements flag in the maker.ini file to OFF.

Element banner text settings


Besides the RedisplayBannerTextForemptyElements flag described above, you can also
configure banner text using the following settings in the maker.ini file:

698
Property Description

BannerTextFontAngle Angle of the banner text


BannerTextFontVariation Any variation of the font width
BannerTextTextColor Banner text font color
BannerTextBKcolor Banner text background color

699
Element boundaries
Understand what element boundaries are and how to work with them in Adobe FrameMaker.
When you are working on a structured document in the WYSIWYG view, you can use the element bound-
aries as visual cues. An element boundary marks the beginning and end of an element in the WYSIWYG
view. You can then use these boundaries as a visual cue to place the insertion point or select the text
within a boundary.
If you want to insert an element before or after an element, you can place the insertion point before or
after the element boundary.
To place element boundaries as square brackets around the content, choose View > Element Bound-
aries.

Figure 1: Document with element boundaries in WYSIWYG view


To display the element boundaries as tags, choose View > Element Boundaries (as Tags).

Figure 2: Document with element boundaries as tags in WYSIWYG view

700
Creating output with element banner text and element boundaries
Understant to which output formats you can publish element banner text and element boundaries with
Adobe FrameMaker.
Banner text and element boundaries are part of the WYSIWYG view of a FrameMaker document but are
not included as part of the document content. For example, if you are working in an XML document, the
banner text and element boundaries are not available in the XML View.

Save as PDF
Since banner text and element boundaries are part of the WYSIWYG view, they are included in the
PDF output, if you use the Save As PDF functionality of FrameMaker and if they are activated.
Multi-Channel Publishing
Since banner text and element boundaries are not part of the document content, they are not
included in any of the Multi-Channel publishing output formats.

701
Working with element attributes
Learn how to work with element attributes in structured authoring in Adobe FrameMaker.
In this topic
• Introduction
• Set attribute values for elements
• View the attributes of an element
• Set attributes display options on element insertion
• Copy the attribute values from one element to another

Introduction
The elements in a structured document define the content in the document. You can also use element
attributes to include additional information (metadata) to elements. An attribute is a name-value pair
associated with a specific element.
For example, say the content elements in a Structured Application have an @audience attribute. You
might use this attribute to single-source content. You can set the attribute of elements to e.g. admin and
enduser. Your can then use these attributes to create a Responsive HTML5 output with dynamic
content or, for example, two versions of a PDF: one PDF for administrators and another PDF for end
users.
The same approach could be used to create outputs for different versions of your product, different
versions for print and online output, or e.g. different sales regions.
NOTE: The elements that display in the elements catalog are defined in the Structured Application on
which the document is based. Similarly, attributes for each element are also defined in the associated
Structured Application.

Set attribute values for elements


To set attribute values for elements, do the following:
1) Select an element in the document hierarchy.
2) Choose Element > Edit Attributes to open the Attributes dialog.
3) Click on an attribute in the dialog.
At the bottom of the dialog, information about the attribute is displayed:

Name
The name of the attribute as it appears on the dialog.
Type
If the attribute value is optional or required. Also, the type of the value:

String
Enter a value for the attribute

702
Choice
Select a value from the available drop-down list.

Default value
Displays the default value, if any. Or specifies that no default value is required.

4) For String type attributes, you can enter a text value.


For Choice type attributes, you need to select a value from the value drop-down list.

View the attributes of an element


You can view the attribute values set for an element in the Attributes dialog (Element > Edit Attributes).
Alternatively, you can view the attribute values set for an element in the Structure View. To view the
attribute values:
1) Click the arrow sign to the right of the element in the Structure View.
If one or more attribute value is set for the element, the list displays only those attributes. However,
the arrow sign remains.
Click the arrow sign again to display the complete list of attributes.
2) If no attribute value is set for the element, the complete list of attributes is displayed.

Set attributes display options on element insertion


You can specify how the attributes display in the Structure View when an element is inserted in the docu-
ment hierarchy. To specify the display options open the Attribute Display Options dialog (View > Attri-
bute Display Options).

Required and Specified Attributes


The required and specified attributes of the element display when the element is inserted into the
document.
All Attributes
All attributes of the element display when the element is inserted into the document.
No Attributes
No attributes of the element display when the element is inserted into the document.

NOTE: If you change the options in the Attribute Display Options dialog, the settings are applied to the
currently opened document. For example, if you change the option from No Attributes to All Attributes,
all the elements in the documents in the Structure View are expanded to display all the attributes.

703
Copy the attribute values from one element to another
You can copy all the attribute values set on one element to other elements in a document.
1) In Structure View, right-click on the element from which you want to copy attribute values and
choose Copy Attribute Values from the drop-down list.
2) Right-click on the element to which you want to copy the attribute values and choose Paste from
the drop-down list.
To copy the attribute values to multiple elements, use shift + click to select multiple contiguous ele-
ments in the document and choose Edit > Paste.

704
Create equations using the Equations panel
Learn how you can create equations using the Equations panel in Adobe FrameMaker.
In this topic
• Introduction
• Create an inline equation using an element
• Create a display equation using an element
• Create an equation in an anchored frame element

Introduction
You create an equation by inserting an equation element and then entering the mathematical expres-
sions for the equation. To insert an element, you can use the Elements catalog. You can also use a New
Equation command from the Equations drop-down list in the Equations panel.
NOTE: The term “math element” refers to part of an expression, such as an operator. It is not a structural
element.
You can use any equation element for both inline and display equations. Some documents also have a
paragraph element defined that provides formatting properties for the display equations.
The format rules for an equation element suggest a set of font sizes for the equation: Small, Medium, or
Large. You can change to a different set of font sizes. This change is not considered a format rule override.
If you remove format rule overrides in the document, the equation does not return to its original font
size.

Create an inline equation using an element


1) Click in text where you want to insert the equation. If the text is in a rotated text frame, unrotate
the frame first by pressing esc+g+0.
2) Select an equation element in the Elements catalog and click Insert.
The first math item that you enter replaces the question mark prompt of the new equation object.

Figure 1: New equation object


3) Enter the equation by typing numerals and other items or by clicking items on the Equations panel.
4) Choose Shrink-Wrap Equation from the Equations drop-down list in the panel.

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Figure 2: Shrink-wrapped frame around an inline equation
5) If the equation seems too close to the text on either side, insert a space before or after the frame.
FrameMaker treats a frame that contains an inline equation as a character and doesn’t provide
extra space around it.
If an inline equation is too tall for its line, perhaps turn off fixed line spacing for that paragraph.

Create a display equation using an element


1) If your document has a paragraph element defined for formatting display equations, click where
you want the equation paragraph. Select the paragraph element in the Elements catalog, and click
Insert.
This element sometimes defines space above and below the equation, alignment in the text column,
and an autonumbered caption.
2) Click in an empty paragraph element where you want to insert the equation.
3) Select an equation element in the Elements catalog, and click Insert.

Figure 3: New equation object


4) Enter the equation.
5) Choose Shrink-Wrap Equation from the Equations drop-down list.

Figure 4: Shrink-wrapped frame around a display equation


6) If no equation element is available at the location that you want, perhaps you can use an invalid
element. Do one of the following:
– To use an element that is valid in another part of the document, insert the element in a valid
location and then move it. You can also use the All Elements setting to make the element
available everywhere and then insert the element where you want it.

706
– To insert an invalid equation element with the default element <EQUATION>, choose a New
Equation command from the Equations drop-down list in the Equations panel. The element
has a default name if no defined equation elements are available.
After inserting the element, talk to your developer about making the element valid at this location.

Create an equation in an anchored frame element


To create an equation in an anchored frame element:
1) Select an anchored frame or a graphic object in the frame.
2) Choose a New Equation command from the Equations drop-down list in the panel.
The first math item you enter replaces the question mark prompt of the new equation object. The
equation does not appear in the document structure.

Figure 5: New equation object in a frame with graphic objects


3) Enter the equation.
RELATED LINKS:
Equations panel overview
Change the scope of elements available in a structured document
Create equations

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Create equations using MathML
Understand how you can create equations using MathML style editor and structure editor in Adobe
FrameMaker.
In this topic
• Introduction
• Create and insert a MathML equation into a document
• Edit a MathML equation in a document
• Configure the MathFlow settings in FrameMaker
• Configure the installation settings
• Format a MathML equation
• Configure the MathFlow editor
• Sample DITA MathML structured app

Introduction
In addition to using the FrameMaker Equation panel to add equations to your documents, you can also
use the MathFlow editor from Design Science to design complex mathematical equations. You can then
add these equations to your FrameMaker documents. You also have the option to later modify these
equations in the same MathFlow editor and publish documents containing MathML equations.
MathML equations are available for use in FrameMaker structured and unstructured documents.
NOTE: You can also insert MathML equations in DITA 1.3 topics (topic, task, concept, reference, and trou-
bleshooting.) A new element named, “mathml” is created when you insert a MathML equation.
If you generate PDF output for a document containing MathML equations, a reader can search for the
contents of these equations.
FrameMaker ships with a trail version of the following MathFlow editors:
• MathFlow™ Style Editor is for content authors and subject matter experts (SME). It provides precise
control over the visual appearance of math expressions, a style toolbar for quickly adjusting fonts,
and an easy to use interface for modifying a wide range of equation properties from operator
spacing to matrices/table appearance.

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Figure 1: Style Editor
• MathFlow™ Structure Editor is for XML content professionals. It provides fine control over visual
presentation and its underlying MathML structure. There is a Source View enabling the user to add
processing instructions and comments directly to the MathML, a ruler for precise layout of the
equation, and a tabbed toolbar for storing commonly used equations or fragments.

709
Figure 2: Structure Editor
For a feature comparison of the editors, see MathFlow Editors. Also, for the procedure to upgrade to the
full version of the MathFlow editor, see Configure the installation settings.

Create and insert a MathML equation into a document


1) On the Insert menu, choose MathML Equation.
2) Create an equation in the MathFlow Editor window.
For details on how to create equations in the MathFlow see the MathFlow help. You can launch the
MathFlow help from within the MathFlow Editor window.
3) To add the equation to the document, click OK.
When the MathML equation is created, an image (.png) file is inserted in the document.
NOTE: If you get a “Font initialization failed” error message, see the KB article MathML font initial­ization
error for resolution.
NOTE: FrameMaker does not support the .eps file format for MathML images.

Edit a MathML equation in a document


1) Double-click the equation in the document or right-click on the equation and select Edit with Math-
Flow.
2) Edit the equation in the MathFlow Editor window.
3) To update the equation in the document, click OK.
FrameMaker also supports the copy-paste and undo-redo operation on equations on MathML equations
in a document.

710
IMPORTANT: For structured (DITA 1.3) and unstructured document, you can insert MathML equations at
any appropriate location of the document. However, in the case of your own structured documents, you
will need to first define an element in the Elements catalog that supports this type of object. FrameMaker
ships with a sample structured app (for DITA 1.2) that includes a MathML element. For details how to use
this element, see Sample DITA MathML structured app.

Configure the MathFlow settings in FrameMaker


To configure MathML settings in FrameMaker, choose Edit > Preferences to open the Preferences dialog
and select the MathML tab.

Configure the installation settings


FrameMaker ships with a 30 day trial version of Style and Structure editor of MathFlow from Design
Science. You can obtain the full version of the Style or Structure editor from Design Science and integrate
that with FrameMaker.
1) After you have installed the full version of the Style or Structure editor, go to the MathFlow section
of the MathML tab.
2) The trial version that ships with FrameMaker is installed in the Adobe FrameMaker installation
path. If you have installed MathFlow in an alternative path, specify that path.
3) In the License File Path text box, specify the path to the license file and click OK.
You need to restart FrameMaker to ensure these changes take effect.
NOTE: The MathFlow 30 day trial period starts from the first time to invoke the editor. Not from the day
you install the version of FrameMaker that includes the editor.

Format a MathML equation


You can update the formatting of a selected MathML equation in a document or you can change the pref-
erences for all MathML equations. By default, the font size of the equations is set to 14 px. DPI for the
images that FrameMaker inserts into a document for each equation defaults to 300 dpi. Also, you can
choose to place an equation inline with the enclosing paragraph and you can apply the formatting of the
enclosing paragraph to the equation.
To update the formatting of the current selected MathML equation:
1) Select the MathML equation and choose Graphic > Object Properties.
Or choose Graphic > Object Style Designer.
These options are also available in the context menu.
2) Update the formatting for the currently selected MathML equation in the MathML Equation Prop-
erties dialog.

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Figure 3: MathML Equation Properties dialog

DPI and Font


Change the DPI and Font size settings.
Inline
Place the image inline with the enclosing paragraph.
Apply Paragraph Style
Apply the following formats of the enclosing paragraph to the equation:
• Font
• Font family
• Background color
• Foreground color
You can also apply these settings globally to all MathML equations created subsequently.
1) Open the Preferences dialog (Edit > Preferences).
2) In the MathFlow settings section of the MathML tab, change the equation settings.
These settings take effect immediately. So you do not need to restart FrameMaker.

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Configure the MathFlow editor
The trial version of the MathFlow editor includes the Style and Structure editors. During this period, you
can choose between either of these editors.
1) To change the MathFlow editor, go to the Editor Type section of the MathML tab.
2) Choose the required MathFlow editor and click OK.
You need to restart FrameMaker to ensure these changes take effect.
NOTE: When installing the full version of MathFlow, you need to choose between the Style and Structure
editors. The MathFlow trial integration with FrameMaker includes both the editors. So you are recom-
mended to use both these editors when trying out this feature.

Sample DITA MathML structured app


FrameMaker includes a sample DITA 1.2 MathML application named DITA_1.2_MathML_Sample.
This <mathml> element has complete support for the MathML equations that are rendered by the
MathFlow Style and Structure editors. To add MathML to a document, you can create a file based on this
application and then use the MathML element in it.
See the video, MathML in structured documents.
To insert a MathML type element, do the following:
1) Choose File > New > XML.
2) In the New XML dialog, go to the Structured Applications tab and select DITA_1.2_MathM-
L_Sample. Click OK.
A new document is created.
3) Go to any part of the document where you want to insert a MathML equation.
The MathML element, mathml, is available in the Elements catalog of the sample structured app.
NOTE: A mathml element is available at any point in the document where a foreign element is avail-
able.
4) Double-click the <mathml> element to insert it at the point in the document.
5) Go to the XML view of the current document.
The XML of the structured document contains a MathML node at the location where you inserted
the MathML element.
NOTE: Each element within the mathml node has an mml prefix. This prefix is used to avoid name
conflicts with other elements used in the XML either from the Elements catalog of the structured
app or from elements defined in the MathML structure.
You also have the option to edit the equation within the mathml node in the XML view. The changes can
then be seen in the WSIYWIG view.
NOTE: If you try to publish a DITA_1.2_MathML_Sample document without inserting any MathML equa-
tion, then no output is generated for such document.
RELATED LINKS:
MathML

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Language and font settings in structured documents
You can author and proofread your content in different language in both structured and unstructured
documents (DITA 1.2, DITA 1.3, and LwDITA). Select any one of the 46 languages bundled with
FrameMaker and add it as an attribute value for @xml:lang for your structured content. To add an
attribute value for @xml:lang, you should follow the BCP 47 standard defined by IETF (Internet Engi-
neering Task Force).
< AttributeForXMLLang > = < BCP47-code> xml: lang = en-US xml: lang = zh-TW
FrameMaker sets the various properties of Paragraph Designer based on the language setting in the
@xml:lang attribute from your XML file.
Figure 1: @xml:lang attribute value specified

The properties of Paragraph Designer, which are set automatically on specifying the attribute value for
@xml:lang are:
• Language

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• Text Direction
• Font Family
• Pair Kern
• Use Asian Composer
NOTE: If the value for @xml:lang attribute is not defined for your XML file, default formatting rules are
applied. If the value for @xml:lang attribute is not defined for a paragraph, the language of the parent
element will be set.
To support multilingual authoring and publishing functionality, set the following language tag properties
in the maker.ini file available under the FrameMaker install directory:
C:\Program Files\Adobe\Adobe FrameMaker 2022\maker.ini

In the maker.ini file, you will find the following sections that should be configured to enable this
feature:
[XMLLangPreferences]
AttributeForXMLLang=xml:lang
ApplyFontSettingsBasedOnXMLLangAttribute=On

[XMLLangExclusionList]
DITA_1.3_task=codeblock
DITA_1.3_topic=codeblock, mathml, equation-block
NOTE: You can copy and uncomment these settings in the maker.ini file available under
%appdata%\Adobe\FrameMaker\17 folder.
The settings under XMLLangPreferences section are explained below:
• AttributeForXMLLang=xml:lang: This property is commented by default. Remove the semi-
colon (;) to uncomment and set it for the @xml:lang functionality to work in your XML file.
• ApplyFontSettingsBasedOnXMLLangAttribute=On: Set this property to apply the corre-
sponding Font Family and Pair Kern settings based on the @xml:lang functionality.
The setting under XMLLangExclusionList section is explained below:
• StructAppName = <comma-separated list of element tags to be excluded
from XML lang functionality>
StructAppName is the name of the structured application for which the exclusion list is defined.
Set this property to list the elements to be excluded from XML lang functionality. This is typically
used to ignore elements where you do not need to run the spell check, such as a <code block>.
Some examples of element tags to be excluded from XML lang functionality are:
DITA_1.3_topic=codeblock
DITA_1.3_task=codeblock
DITA_1.3_topic=codeblock, mathml, equation-block

The following document contains sample text written in multiple languages. The spell check hap-
pens as per the language setting in the @xml:lang attribute for each paragraph.

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Figure 2: Sample document with text written in multiple languages

716
Change text direction in structured documents
Learn how you can change the direction of text in structured documents in Adobe FrameMaker.
The direction – Left-To-Right (LTR) or Right-To-Left (RTL) – of a structured document is defined in the
associated Adobe FrameMaker Structured Application. If the Structured Application supports document
direction, you can change the direction of the text in supported elements in the document.
To change the direction of the text of an element:
1) Select the element in the Structure View.
2) Open the Attributes editor and change the dir attribute.
FrameMaker provides out-of-the-box direction support for DITA topics (topic, task, concept, and refer-
ence). However, you can create your own Structured Application with direction support.
FrameMaker offers a direction property that you can use in your Structured Application.
For example, you can create a read-write rule such as the following to specify that the FrameMaker direc-
tion property maps to the structured document dir attribute:
attribute "dir"
{
is fm attribute;
is fm property direction;
}
NOTE: If you change the
direction attribute of an element in a non-DITA XML file, the direction of the
contents does not immediately change. You will need to close and open the XML file to reflect the
changes.
For more details on adding direction support to your own Structured Applications, see the FDK
Programmer’s Guide.

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Smart Paste
Understand what Smart Paste is and how it helps to paste content from HTML, Word, Excel or Outlook
as DITA content in Adobe FrameMaker.
In this topic
• Introduction
• Smart Paste content in a DITA file
• Add Smart Paste XSL for a custom XML application

Introduction

FrameMaker allows you to paste HTML, Microsoft® Word, Microsoft® Excel, and Microsoft® Outlook
content as DITA content. You can also create and configure XSLTs for other FrameMaker Structured
Applications. Using XSLT, FrameMaker identifies the content while it is in the clipboard and structures it
with the most appropriate hierarchy or sequence of elements. Then you can use the Smart Paste
command to paste it to FrameMaker as DITA content.
NOTE: When you paste text of a specific direction (LTR or RTL) into a FrameMaker document, you need to
ensure the text direction of the destination location (document, table, or paragraph) is set to the same
direction.
The content you paste is structured according to an XSLT specified in the relevant Structured Application.
In FrameMaker, the XSLTs are specified for the following DITA documents:
• Topic
• Task
• Concept
• Reference
The XSL filename and path are specified using the Stylesheet element (Stylesheets > XSLTPreferences >
SmartPaste > Stylesheet).
The Smart Paste XSLTs for DITA are located in the following folder:
$STRUCTDIR\xml\DITA_1.2\app\technicalContent\xslt\

Smart Paste content in a DITA file


To smart paste content in a DITA file:
1) Copy HTML, Microsoft® Word, Microsoft® Excel, or Microsoft® Outlook content.
2) Place your cursor in one of the following types of DITA topics: topic, task, concept, or reference.
3) Select Smart Paste from the context menu. The keyboard shortcut for Smart Paste is Esc+s+p+t.
The pasted content is structured in appropriate elements that the structure allows.

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Add Smart Paste XSL for a custom XML application
You can also create an XSLT for smart pasting content for your custom Structured Application.
1) Create an XSLT appropriate for your EDD.
2) Open the structapps.fm file.
3) Under <Stylesheets>\<XSLTPreferences>, add the <SmartPaste> element and the
following elements under it:
a) <Stylesheet>: Path to the relevant XSLT file.
b) <StylesheetParameters>: This element has two child elements: <ParameterName>
and <ParameterExpression>. See a DITA application in structapps.fm for details.
4) Save the file.
5) Choose Structure > Application Definition > Read Application Definitions.
Now you can use Smart Paste for an XML file based on your custom application.

719
Conditional text in XML
Understand conditional text in XML in Adobe FrameMaker.
Structured FrameMaker allows you to export and import all conditional text (visible and hidden), along
with information about the condition tags, such as their show/hide status, color, and style.
To preserve conditional text when saving and opening XML files, the XML file that FrameMaker generates
contains the following:
• Conditional text tags corresponding to the conditional text present in the document.
• Condition indicators—color and effect— associated with each conditional text tag.
• The status—show or hide—for each condition tag.
• Start and end markers for sections corresponding to each tag.
In addition to normal text, support for conditional text in XML allows an entire table or table rows to be
conditional. The same applies to footnotes, markers, and anchored graphics. Also, conditional text can
be inside a text inset (XML or text).

720
OLE object support in XML
Understand how OLE object support works in Adobe FrameMaker.
Structured FrameMaker supports round-tripping OLE objects, such as Visio objects and PowerPoint
presentations. FrameMaker uses an XML Processing Instruction to handle the OLE object roundtripping.
You can control the OLE support using the DirectOLESupportInXml flag in the maker.ini file. To
enable this feature, set the flag as On. The default value of this flag is Off; when this flag is Off, the OLE
is saved as a .mif file.
Also, notice the following entries in the maker.ini file:
54="pptx" OLE2 OLE2 OLE2 FMGFXImport "pptx" frame.exe ^.pptx
55="VSD" OLE2 OLE2 OLE2 FMGFXImport "VSD" frame.exe ^.vsd
These entries assign an automatic filetype filter to a file when it is imported. If necessary, you can add
more filters (with respective OLEs).
To insert an OLE object:
1) Choose File > Import > Object. The Insert Object dialog appears.
2) Navigate to the OLE object and select Create from File or Link.
3) Click OK.
NOTE: You can also paste an OLE object using the Paste Special command and selecting Paste Link.

721
Whitespace handling for XML
Understand whitespace handling in Adobe FrameMaker and the whitespace normalization standard.
In this topic
• Introduction
• White-space normalization standard
• Disable dropping whitespaces on import
• Preserve whitespaces for specific elements

Introduction
When you open an XML file in FrameMaker’s WYSIWYG View, the white spaces get normalized.
White space in XML is any character from the following set: space, tab and blank line/new line (except
hard return). White space serves the following purposes:
1) Visually format the document in its source form, such as for code, to denote semantic significance
for the XML document.
2) While using a text editor to edit XML, add spaces and line breaks into the element content model
for better readability of the XML. This white space is not part of the information conveyed by the
document and has no semantic significance for the XML application.
NOTE: Default pretty printing is enabled automatically in XML view for new and modified docu-
ments. To handle white spaces and prettify the XML content, click Pretty Print in the Structured
Access Bar.
W3C has defined how white space in XML documents should White-space XML applications.

White-space normalization standard


FrameMaker uses the following rules for white space normalization according to the standard:
1) XML ignores the first sequence of white space immediately after the opening tag and the last
sequence of white space immediately before the closing tag.
2) XML translates non-space characters (tab and new-line) into a space character and consolidates all
multiple space characters into a single space.
3) XML ignores the sequence of white space occurring between two elements if the parent element
is defined to have element content.
4) You can set the xml:space attribute of an element to preserve to retain the white spaces. For
example, if we normalize the following (as appearing in the XML code view):
Hickory[SPACE][SPACE][SPACE]dikory dock.
The mouse[TAB][SPACE]ran up the clock.
It appears as (in WYSIWYG view):
Hickory[SPACE]dikory dock.
The mouse[SPACE]ran up the clock.
5) White space introduced through expansion of character references (for example Space =&#32;
Tab= &#9; Newline=&#10;) is preserved on XML open. It is not considered white space per the
above rules.

722
For example, if FrameMaker normalizes the following (as appearing in the XML code view):
Hickory&#32;&#32;&#32;dikory dock.
The mouse&#9;&#32;ran up the clock.
After normalization, tt appears as the following (in WYSIWYG view):
Hickory[SPACE][SPACE][SPACE]dikory dock.
The mouse[TAB][SPACE]ran up the clock.

Disable dropping whitespaces on import


To disable dropping whitespaces, set the property RemoveExtraWhiteSpacesOnXMLImport in
maker.ini to FALSE.
NOTE: Use caution while editing an ini file.

Preserve whitespaces for specific elements


If the xml:space attribute is set to preserve (xml:space="preserve"), then FrameMaker
preserves all whitespaces. You can use this setting to preserve whitespaces for certain elements alone.
This setting lets FrameMaker drop whitespaces for all other elements in the WYSIWYG View.

723
Cross-references in XML
Understand cross-references in XML in Adobe FrameMaker.

Structured FrameMaker allows you to generate and retain external cross-references when saving and
opening XML files.
For example, if your FrameMaker file contains a cross-reference to another file, when you save your file
in XML, FrameMaker generates tags representing the cross-reference along with information about the
referenced file. When opening the same XML file, FrameMaker converts the cross-reference tags and the
information they contain into a FrameMaker cross-reference.
FrameMaker supports a new attribute, @srcfile, to retain external cross-reference information when
generating XML documents.
When you export a file containing an external cross-reference to XML, the @srcfile attribute of the
cross-reference contains the name of the referenced file and the ID of the referenced element in the file.
NOTE: FrameMaker converts file paths in the generated XML to URIs.

724
Round trip table properties
Understand XML roundtripping for table properties in Adobe FrameMaker.
Read-write rules handle the roundtripping of table formatting properties. The new R/W rule mapping for
the table cell properties is as follows:

CALS R/W
Property Non-CALS R/W Rule Rule Attribute Value
FP_CellAngle cell angle rotate Integer
FP_CellOverrideF fill override NA Integer corresponding to FDK values
ill
FP_CellUseOverri use fill override NA 0 = False
deFill Nonzero value = True
FP_CellOverrideS shading override NA Tag of FO_Color
hading
FP_CellUseOverri shading override NA 0 = False
deShading Nonzero value = True
FP_CellOverrideB bottom ruling NA Tag of FO_RulingFmt
ottomRuling override
FP_CellUseOverri bottom ruling NA 0 = False
deBRuling override Nonzero value = True
FP_CellOverrideL left ruling override NA Tag of FO_RulingFmt
eftRuling
FP_CellUseOverri left ruling override NA 0 = False
deLRuling Nonzero value = True
FP_CellOverrideR right ruling override NA Tag of FO_RulingFmt
ightRuling
FP_CellUseOverri right ruling override NA 0 = False
deRRuling Nonzero value = True
FP_CellOverrideT top ruling override NA Tag of FO_RulingFmt
opRuling
FP_CellUseOverri top ruling override NA 0 = False
deTRuling Nonzero value = True

The read-write rule mapping for the table row properties is as follows:

725
CALS R/W
Property Non-CALS R/W Rule Rule Attribute Value

FP_RowKeepWithNe keep with next NA 0 = False


xt Nonzero value = True
FP_RowKeepWithPr keep with next NA 0 = False
ev Nonzero value = True
FP_RowStart row placement NA Integer corresponding to FDK values

In the following example, the prop5 attribute controls the bottom ruling of the table.
element "tablecell"
{
is fm table cell element;
attribute "prop1" is fm property right ruling override;
attribute "prop2" is fm property use right ruling override;
attribute "prop3" is fm property top ruling override;
attribute "prop4" is fm property use top ruling override;
attribute "prop5" is fm property bottom ruling override;
attribute "prop6" is fm property use bottom ruling override;
attribute "prop7" is fm property left ruling override;
attribute "prop8" is fm property use left ruling override;
attribute "prop9" is fm property cell angle;
}
In the following example, the att1, att2, att3, and att4 attributes control the shading properties of the
table cell:
element "tablecell2"
{
is fm table cell element;
attribute "att1" is fm property shading override;
attribute "att2" is fm property use shading override;
attribute "att3" is fm property bottom ruling override;
attribute "att4" is fm property use bottom ruling override;
attribute "att5" is fm property fill override;
attribute "att6" is fm property use fill override;
}

726
Round trip equations and anchored frames
Know how to round trip equations and anchored frames in XML with Adobe FrameMaker.
You can roundtrip equations and anchored frames between Structured FrameMaker and XML. When you
save a Structured FrameMaker document to XML, FrameMaker creates MIF files for the equations and
anchored frames in the document. FrameMaker saves every anchored frame and equation in a different
MIF file.
NOTE: To test this feature, you can use the ReportPlain XML application in the samplesStruct-
apps.fm file at: <Fm_install_location>\Structure. This XML application has Equation and
Frame elements.
You can change the type of files that are created for storing equations and anchored frames by specifying
the following flag in the maker.ini file.
To specify the default vector format for XML, add the flag DefaultvectorformatforXMLexport to
the maker.ini in the Windows user profile (%appdata%\Adobe\FrameMaker\xx).
For example, the following sets default vector format for XML to CGM.
DefaultvectorformatforXMLexport=CGM

727
FILTER BY ATTRIBUTE

Filter by attribute
Learn how to filter elements by attribute values in a DITA topic in Adobe FrameMaker.
In Adobe FrameMaker, you can filter the elements in a DITA topic by the attribute values. You can write
a single topic, and set the required attributes to the conditional elements. You can then use the filter by
attribute feature to filter elements based on the attribute values.
For example, in a specifications topic, you can set the @product attribute to framemaker and
robohelp on elements in the topic. Also, if the topic contains conditional content based on output, set
the @audience attribute to print (for PDF output) and web (for Web output). You then produce
different output, based on the filters that you apply on the @product and @audience attributes.

Apply attribute filters


Learn to apply filter attributes in a DITA topic in Adobe FrameMaker.

In this topic
• Introduction
• Apply attributes to an element
• Set attribute values for elements
• Keyboard shortcut to apply an attribute

Introduction
You can make elements in a DITA topic conditional by applying values to the attribute of the elements.
You then create a filter in which you define the rules to include and exclude content based on the
element attribute values.
Before you create topics with conditional content, you need to first plan the criteria for the output. For
example, say that a topic has content that is conditionally targeted at administrators and end users. In
the topic, you apply attribute values based on the target audience of the content (see Create attribute
filters). You then create a filter in FrameMaker in which you specify the elements to include and exclude
based on the attribute value defined in the topic (see Create attribute filters). When a filter is applied to
the document, elements that have filter attributes that do not meet the filter criteria are filtered out.

Apply attributes to an element


To apply attributes to an element, do the following:
1) Select the element in the topic.
You can select the element in the Structure View or in the Document view.
2) Chooe Element > Edit Attributes to open the Attributes panel and enter the value for the specific
element attribute.
You do not need to apply attributes to every element in your topic. You only need to apply attributes to
elements that need to be conditionally filtered.

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FILTER BY ATTRIBUTE

TIP: In the Attributes panel, choose the Required and Specified option to filter the attribute list to display
the attributes that you have defined.

Set attribute values for elements


To allow FrameMaker to conditionally process elements in a DITA topic, you need to specify the elements
to include or exclude from the output based on the attribute values.
For example, you can set the @audience attribute values for the an element to admin, enduser, and
author depending on the target audience.
You can set a value to any attribute in the elements in a DITA topic. You can then filter the content based
on the specified attribute values.
IMPORTANT: You can apply a filter to any element in a DITA topic. This implies that if you apply a filter that
hides a mandatory element (such as Title), the structure of the topic will be broken.

Keyboard shortcut to apply an attribute


You can use the Smart Catalog shortcut to apply attribute values to an element:
1) Press ctrl+7 to display the Smart Catalog to set one or more attribute values for the current
element.
2) From the Smart Catalog select the required attribute.
The Attributes panel displays with the attribute selected.
3) Enter the attribute value.
NOTE: With the attribute selected in the Attributes panel, you do not need to select the attribute.
You can simply type to enter the attribute value.

Create attribute filters


Know how you can create filters in FrameMaker, understand the various guidelines to create filter rules.
After setting up your content using attribute values to create conditional content, you create filters
based on the content to show and hide. For example, you can filter your content to target administrators
and authors and exclude end-users by creating the following filter:
(audience="admin" or audience="author")

Create a filter
1) Choose View > Filter by Attribute.
The Manage Attribute Expressions dialog appears.

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FILTER BY ATTRIBUTE

Figure 1: Manage Attribute Expressions dialog


Use this dialog to create, edit, delete and apply filters to DITA topics.
2) To create a filter, click New.
The Build Expression dialog appears.

730
FILTER BY ATTRIBUTE

Figure 2: Build Expression dialog


3) In the Expression Tag text box, enter a name for the filter.
4) In the Attributes list, choose an attribute to create the filter.
5) In the New Value text box, enter a value for the selected attribute, and then click Add. Repeat this
step to add the values that are assigned to the selected attribute in the topic.
6) Select the type of rule Equal, Any, or Contains Only and click Add Rule.

Equal:
Filter content that is assigned the values in the Defined Values list for the selected attribute.
Evaluates to true if any of the attribute values matches the specified value.
For example, if the selected attribute is audience and the values in the Defined Values list are
admin and enduser, the rule defined is:
(audience="admin" OR audience="enduser")
Any:
Filter content for any value of the selected attribute.

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FILTER BY ATTRIBUTE

Evaluates to true if any of the attribute values contains the specified value.
For example, if the selected attribute is audience, the rule defined is:
(audience #ANY)
Contains Only:
Filter content with the only attribute values that are defined in the list.
Evaluates to true if any of the attribute values only contains all of the specified values.
For example, the following rule filters content that is tagged with the admin and enduser values:
(audience # "admin", "enduser")
This syntax is used as a shortcut to using the OR operator. The above example can also be defined
using the OR operator:
(audience = "admin" OR audience="enduser")

7) Click OK.
8) Click Done on the Manage Attribute Expressions dialog.
IMPORTANT: The options described in the above steps are tools that enable you to create rules. However,
you can enter the rule in the Expression text box.

Guidelines for creating attribute filter rules


Guidelines for creating attribute filter rules.
When you create a filter rule, you can choose to use the Add Rule button or you can enter the rule in the
Expression box manually. When you choose to save a rule, FrameMaker checks the rule syntax. You
cannot save a rule with an incorrect syntax.

Case of attribute name-value


The name of an attribute in a rule is case-sensitive. However, the value of the attribute is
case-insensitive.

Correct:
(audience="ADMIN" OR audience="enduser")
The above rule will filter content that is tagged with the attribute value ADMIN, Admin, or admin.
Incorrect:
(audience="admin" OR Audience="enduser")
The attribute name must be defined with the same case as defined in the Attributes panel.

Attribute value
The value of an attribute must be enclosed within double-quote and cannot be empty.

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FILTER BY ATTRIBUTE

Incorrect:
(audience="")
Do not use this rule to filter elements having any value for attribute. Instead, use the ANY operator
described above.

Use of parenthesis
Each attribute name-value pair must be included within parenthesis.
Include only the same attribute within the same parenthesis.

Correct:
(audience="admin" OR audience="enduser" OR audience="author")
Incorrect:
(audience="admin" AND product="framemaker")
Only the same attributes can be included in the same parenthesis.
Incorrect:
audience="admin" OR audience="enduser" OR audience="author"
The name-value pairs must be included in parenthesis. Even a single name-value pair must be
included in parenthesis.

Use of AND operator


The AND operator cannot be used to filter the same attribute. It can only be used to filter different
attributes.

Incorrect:
(audience="admin" AND audience="enduser")
Correct:
(audience="admin" OR audience="enduser") AND (product="framemaker")

Use of NOT operator


The NOT operator must be included before the opening parenthesis of an attribute name-value
group.

Incorrect:
(audience="admin") AND (NOT product="framemaker")
Correct:
(audience="admin") AND NOT (product="framemaker")
Correct:
NOT (product="framemaker")

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FILTER BY ATTRIBUTE

Use of ANY operator


To filter the content tagged with any value of an attribute.

Correct:
(audience #ANY)
The above rule includes all content tagged with the audience attribute irrespective of the value of
the attribute.
Correct:
NOT (audience #ANY)
The above rule excludes all content tagged with the audience attribute irrespective of the value of
the attribute.

Manage attribute filters


Know how to manage filters in FrameMaker. Understand the manage attribute expressions dialog.

In this topic
• Edit attribute filters
• Delete attribute filters
• Import attribute filters

Edit attribute filters


You can edit the name and definition of a filter. You can edit a filter that is currently applied to a topic.
However, you will need to re-apply the filter to the topic.
To edit an attribute filter, do the following:
1) In the Manage Attribute Expression dialog (View > Filter by Attribute), select the expression and
click Edit.
The Build Expression dialog is displayed.
2) In the Build Expression dialog, edit the name and, or the rule of the filter.
3) Click OK to save the changes.

Delete attribute filters


If you delete an attribute filter, the definition of the filter is removed from the topic catalog and can no
longer be used in the topic. Also, if a delete filter that is currently applied to the topic, the filter is
removed from the content in the topic. Since you can only apply one filter to a topic at a time, if you
delete the currently applied filter, the topic displays all content.
To delete an attribute filter, do the following:
1) In the Manage Attribute Expression dialog (View > Filter by Attribute), select the expression.
2) Click Delete.

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FILTER BY ATTRIBUTE

If the filter is not currently applied to the topic, you are prompted to confirm to delete operation.
If the filter is currently applied to the topic, you are prompted with the corresponding message. If you
confirm the delete operation the filter is removed from the content.

Import attribute filters


The filters in a topic are available for use in the topic where they are created. You can make these filters
available to other topics by importing the definitions into other topics.
To import an attribute filter, do the following:
1) Open the topic containing the filters that you need to make available in one or more other topics.
2) Open the topic into which to import the filters from the source topic.
If you are working in a FrameMaker book, you can multi-select the topics in the book into which to
import the filters from the source topic.
3) Choose File > Import > Formats.
4) In the Import Formats dialog, select the source document in the Import from Document
drop-down.
5) In Import and Update section, click Deselect All, check Filter by Attribute, and click Import.
When you import filters from one topic to another, besides the filters, the filter condition (Show All or
Show as per Expression) is also imported.
If the destination topics contain filters with the same names as the source topic, these filters are over-
written.
After you import the filters from one topic to another, you will need to apply the filters to the destination
topic content.

Set attributes
Understand how to set attributes or conditional tags after creating filters for a topic in Adobe
FrameMaker.
After you create the filters in a topic, you can use these filters to show or hide content based on applied
attributes. To filter content in a topic, you apply attribute values to the elements in the content. You then
create filters based on the attributes applied to the content. To show or hide the content based on the
filters, you need to apply the specific filter to the content.
IMPORTANT: An element that is not tagged with any attribute is unconditional. This implies that the
content within elements that are not tagged is shown irrespective of the filter applied to the topic. The
benefit of this functionality is that you do not need to tag every element in a topic. Elements that are not
tagged with any attribute are not effected by any filter.
For example: You have applied the @audience attribute to different elements (with the values admin,
author, and enduser). You then create multiple filters:

(audience="admin" or audience="author")
Filters content targeted at administrators and authors.

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FILTER BY ATTRIBUTE

(audience #ANY)
Filter content targeted at administrators, authors, and end users.

This means that you will apply a different filter depending on the required output.
At any point, you can apply only one filter to a topic. This means that you can create any number of filters
and then depending on the required output, you apply the appropriate filter.
To apply a filter, do the following:
1) Choose View > Filter by Attribute to open the Manage Attribute Expressions dialog.
2) To filter the content, select Show as per Expression and select the required expression.
For example, the following expression filters content that is tagged with the @audience attribute
set to admin or author:
(audience="admin" or audience="author")
This implies that any element tagged with the @audience attribute set to any other value is ex-
cluded. However, if an element is not tagged with the @audience attribute, it is not excluded.
In the Filtered Text group, you choose how to filter the content:

Hide
Hide content as per the filter expression.
Preview with color
Display the font color of text as per filter expression with the selected color. Use this option for
review purposes.
NOTE: Use this option for content that is text-based. For example, if you apply this option to a table
element, the font color of text in the table is not applied.
Apply Condition Tag
Apply a conditional tag to the filtered content.
From the drop-down list, choose the conditional tag. The selected conditional tag is then applied to
the filtered content.
For example, say the audience attribute of conditional elements in a topic are tagged as admin,
author, and enduser. If you apply the following attribute filter to a topic: filter
(audience="admin" or audience="author")
The filter excludes elements tagged as enduser. If you choose the Apply Condition Tag option,
the selected conditional tag is applied to the excluded elements. For details on how to apply condi-
tional tags and show / hide content using conditional text, see Conditional text.

3) Click Apply.
NOTE: If you add any new element later and apply the attribute value, you can click Preview Filter
by Attribute in the Structured Access Bar to preview the content based on the filters.

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FILTER BY ATTRIBUTE

FAQ and troubleshooting


See the common FAQ’s and troubleshooting tips for attributes and attribute filters in Adobe
FrameMaker.

I set an attribute for an element and then applied a filter that excluded the element based on the attri-
bute. However, the element is still visible:
If you make changes in the content or the filter expression, you will need to apply the filter to the
topic. For example, if you apply a filter to the topic and then define an attribute for an element that
is included in the filter, the filter is not immediately applied to the updated content. You need to
apply the filter to the topic.
I applied a filter to a topic and the structure of the topic is now broken:
You need to take care not to break the structure of the topic. If the filter that you apply to a topic
causes a mandatory element to be hidden, the topic structure is broken. FrameMaker does not
prevent you from doing this; however, the Structure View will indicate the break in the topic.

Figure 3: Broken structure caused because the dt element is hidden by the applied filter
What happens if I apply different attributes to child and parent elements in a topic?
If a filter causes a parent element to be hidden then the child elements are hidden, irrespective of
the attributes applied to the child elements. However, if a filter causes a parent to be shown and a
child to be hidden, the child is hidden.

737
XSL TRANSFORMATIONS

XSL Transformations
Understand XSLT transformations in Adobe FrameMaker.
FrameMaker provides options for processing XML. FrameMaker also allows XML import and export to
support XSL transformations, and the Schema language for grammar and rule definition. You can import
an XML document that uses schema, automatically creating a Document Type Definition (DTD) from the
referenced schema, or you can create an Element Definition Document (EDD) directly from a schema
definition. You can also validate against an associated schema upon both import and export.
XSL (EXtensible Stylesheet Language) is a style sheet language for XML documents. XSLT (Extensible
Stylesheet Language Transformation) is the means by which transformations defined in XSL are applied
to XML documents.
XSL is a set of the following three specifications:

XSLT
A language for transforming XML documents.
XPath
A language for navigating in XML documents.
XSL-FO
A language for formatting XML documents.

FrameMaker includes an XSLT processor that allows you to associate an XSLT file with an XML Structured
Application or XML document, and apply the transformations defined in that document when importing
from or exporting to XML. FrameMaker supports W3C XSLT 3.0 recommendations. You can change the
XSLT processor by editing the maker.ini file or from within your Structured Application.
• New elements (SmartPaste, PreProcessing, PostProcessing) in the Structured Applica-
tion (XSLTPreferences in the Stylesheets element of XMLApplication) allow you to
specify an XSLT file as part of your XML Structured Application, to be used for both import and
export.
• The xml-stylesheet Processing Instruction (PI) now allows you to specify an XSL file in an XML
markup document, which supersedes any XSLT specified in the Structured Application when
importing that document.
Upon import, XSL transformations are applied before the default read rules or any additional read rules
you have defined. That is, the result of applying an XSL transformation on import is a new file, which (if
it is an XML file) is passed to the read/write rules.
Upon export, XSL transformations are applied after the default or explicit write rules. The result of
applying read/write rules on export is a new XML file, which, if it is valid, is passed to the XSLT processor.
You can create a hypertext output (XML or HTML) from an XML file using an XSL. You can create and save
reusable transformations in an XML file. The reusable transformations include information such as the
name and path of the XSLT and the path of the input and output files.

738
XSL TRANSFORMATIONS

The output is created using a parser installed on the machine and registered with FrameMaker through
maker.ini settings. XALAN and SAXON are installed by default on your machine with FrameMaker.
XALAN supports XSLT 1.0 and SAXON supports XSLT 3.0. Both XALAN and SAXON are JAXP compliant.
NOTE: FrameMaker is shipped with Saxon Enterprise Edition 9.8.3.

SAXON is the default parser used when XSL is run directly or no transformation-specific parser is speci-
fied. However, you can specify a new default processor in the maker.ini file using the following flags:
[XSLTProcessors]
; processorName=jar path(all dependent jars should be in same dir),
TransformerFactory class,
; default if default processor
; (if not specified – 1st processor would become default.)
XALAN=fminit\XSLT\XSLTProcessors\xalan\xalan-j_2_7_2-bin\xalan.jar,
org.apache.xalan.processor.TransformerFactoryImpl
SAXON=fminit\XSLT\XSLTProcessors\saxon\SaxonEE9-8-0-7J\saxon9ee.jar,
net.sf.saxon.TransformerFactoryImpl, Default
An XSL transformation includes information such as XSL, Parser, and Output folder, to create an output
from XML files. The transformation that you create are stored in an XML file. There are two types of
transformations: default and application-specific. The default transformations are stored in the file as
specified in the maker.ini file using the TransformationFilePath flag. The application-specific transfor-
mations are stored in an XML file that you specify for the Structured Application in the structapps.fm
file.
The XSLT toolbar maintains a history of the transformations you use and lets you use Advanced Run
feature to create output from multiple XML files. From the toolbar, you can also choose and run a trans-
formation\XSL on the open file.

A. Click to select an XSL file B. Click to select a transformation C. Run the selected transformation or XSL
D. Click to display the Advanced Run dialog

Switch to XALAN processor


1) In the maker.ini file, locate the XSLTProcessors section.
2) The entry for the SAXON processor has the suffix: Default.
XALAN=fminit\XSLT\XSLTProcessors\xalan\xalan-j_2_7_2-bin\xalan.jar,
org.apache.xalan.processor.TransformerFactoryImpl
SAXON=fminit\XSLT\XSLTProcessors\saxon\SaxonEE9-8-0-7J\saxon9ee.jar,
net.sf.saxon.TransformerFactoryImpl, Default

739
XSL TRANSFORMATIONS

3) Cut and paste to shift the suffix to the XALAN processor’s entry as following:
XALAN=fminit\XSLT\XSLTProcessors\xalan\xalan-j_2_7_2-bin\xalan.jar,
org.apache.xalan.processor.TransformerFactoryImpl, Default
SAXON=fminit\XSLT\XSLTProcessors\saxon\SaxonEE9-8-0-7J\saxon9ee.jar,
net.sf.saxon.TransformerFactoryImpl
RELATED LINKS:
XML with Schema
Advanced Run – Transform multiple files with XSLT

740
Create XSL transformations
Learn to create XSLT transformations in Adobe FrameMaker.
NOTE: Ensure
that you switch to the XML View before performing this procedure.
1) Choose XSLT > Manage Transformation.

2) In the Manage Transformations dialog:


To use the default transformation file, select Default Transformation File and then click New.
To create a new transformation file, select Transformation File, click New.
NOTE: If you already have an existing transformation file, click Browse and select it.
3) Click New.
4) In the New Transformation dialog, specify the following information and click Save As to create a
transformation file:
NOTE: If you selected an existing transformation file in Step 1 using Browse button, save the new
transformation in the selected transformation file.
a) Transformation Name: A name for the transformation setting.
b) Use: Either select an XSL file or choose to use the Processing Instructions (PI) inside the XML
file.
c) Processor: SAXON, XALAN, or any other parser registered with FrameMaker.
d) Output: Settings related to the output file, such as location to save, suffix, and how to open
the output file.

741
Edit XSL transformations
Learn how to associate the transformation files to your XML application in FrameMaker.
Once you have created a transformation, you can associate the transformation file to one or more XML
applications in structapps.fm.
1) In the WYSIWYG view, choose Structure > Application Definition > Edit Global Application Defini-
tions.
2) In a Structured Application, locate the <TransformationFile> element and specify the path
and name of the transformations file.

3) Save the StructApps.fm file and choose Structure > Application Definition > Read Application
Definitions.
Now, you can choose to generate file output with the relevant application transformation.

742
Application-specific transformations
See how you can work with application-specific XSLT in Adobe FrameMaker.
1) With an XML file in focus in XML View, in the XSLT toolbar select Transformation from the Choose
drop-down.
2) In the Choose Transformations dialog, select Structured Applications.

3) The relevant application, as specified in structapps.fm, is selected from the drop-down list and
the relevant transformations appear in the Transformations field.
4) In Transformations, select the transformation using which you want to generate the output and
click OK.
5) In the XSLT toolbar, click Run.
FrameMaker generates the hypertext output and displays the file.

743
Advanced Run – Transform multiple files with XSLT
Understand how you can use Advanced Run to transform multiple XML files with XSLT in FrameMaker.
Using the Advanced Run dialog, you can run an XSLT on multiple files.
1) Choose XSLT > Advanced Run.
or
Select select Advanced Run in the XSLT toolbar.

2) In the Advanced Run dialog, select a scope for running the transformation:
a) Current File: Generate output from the XML file open in FrameMaker.
b) Include Child Elements if the active document is a book or a map. When this option is
selected, the XSLT is applied to the child elements, together with the parent element.
c) All Open Files: Generate output from all the XML files open in FrameMaker using a transfor-
mation transformations or XSL.
d) Folder: Generate output from all the XML files in a folder using a transformation or XSL. Select
Include Sub-Folders, if necessary.
3) Select a transformation or XSL and click Run.
The output files are launched in the associated application.

744
STRUCTURED AUTHORING USER INTERFACE

Structured Authoring user interface


Understand the Adobe FrameMaker Structured Authoring user interface and the tools that it provides to
help you in authoring structured documents.
The Structured FrameMaker authoring interface provides the following tools to enable authoring in
structured (hierarchical) documents:

Figure 1: Structure View, Elements, and Attributes panels

Structured View
Displays the hierarchical structure of the document. You can add, remove, move, cut, copy, and
paste elements in this panel as you author your structured document.
Elements catalog
Displays the list of elements available for use in the current document. The elements in the list are
defined in the Structured Application on which the current document is based. By default, the
elements that display in the list are based on the insertion point in the document. This ensures that
you do not inadvertently place elements at invalid locations in the structured hierarchy.

745
STRUCTURED AUTHORING USER INTERFACE

Attributes panel
Displays the list of attributes for the currently selected element. Set or remove values for the attri-
butes of an element.

NOTE: Use the XML/Structured workspace to automatically organize all windows and panels that are most
commonly used in the structured authoring environment.
RELATED LINKS:
Elements catalog
Working with element attributes

746
Structured authoring mode
Understand the Structured Authoring mode in Adobe FrameMaker, and how you can switch from
unstructured to structured Adobe FrameMaker.
By default, Adobe FrameMaker opens in Structured FrameMaker authoring mode.
Alternatively, if you are currently working in FrameMaker mode, to change the interface:
1) Choose Edit > Preferences and navigate to Global > General.
2) In the Product Interface drop-down list, select Structured FrameMaker. Click OK.
You need to restart FrameMaker for the change of interface to take effect.
When you open FrameMaker in the Structured FrameMaker mode, the menu options specific to struc-
tured FrameMaker are available. The following interface options are only available in the Structured
FrameMaker interface:
• Element and Structure menus
• File > New > XML and File > New > DITA menu options
• New XML dialog.

747
Structured authoring editing views
This topic explains the editing views in Adobe FrameMaker: XML View and WYSIWYG View.
In this topic
• Introduction
• XML View
• WYSIWYG View
• Switch between the views

Introduction
Adobe FrameMaker has three views that help you author your content:
• XML View allows you to work with the plain XML code of your structured FrameMaker XML files.
• WYSIWYG View is classic FrameMaker, unstructured and structured. This view displays page
breaks, headers and footers, all keyboard shortcuts, and all menus.

XML View
XML View allows you to work with the plain XML code of your structured FrameMaker XML files.

Figure 1:
A. XML Code View B. Structure View C. Error console
FrameMaker indents the child elements by one tab space compared to their parent elements. Word
wrap keeps the content of the elements visible in the width of the window. The XML view supports

748
Unicode. You can edit multilingual content in XML View. You can also copy/paste content from the clip-
board.
When you edit or change references, such as conrefs, links, and cross references, in XML View,
FrameMaker updates them in WSIWYG View also. XML View automatically validates the XML content
with the DTD and helps you ensure that the content is well-formed at all times. While you are working in
XML View, FrameMaker automatically inserts attribute values and close tags for the tags you insert in the
file.
A Find/Change dialog in XML View helps you search through the XML code. You can also use regular
expressions, such as with ampersand and pipeline, to search through text. XML View also has support for
XPath. You can build and use XPath expressions to locate XML content. For more information on XPath,
see XPath.
The following features can be accessed using XML View only:
• XPath Expressions
• XSL Transformations
Console Panel
The Console panel in XML View describes the errors, if any, in the open XML files. The Console panel also
displays the filename of the error. To go to the file and location of the error, click an error row.
Choose View > Panels > Errors to display the Console panel.
Structure View
XML View provides a Structure View that allows you to navigate and view the structure of your XML docu-
ment. The Up and Down arrow keys let you move up and down in the Structure View.
To display the tree view, choose View > Structure View.
The following features are available in the Structure View when it is accessed through the XML View:
• Search: You can search for an element by its name, attribute name/value combination, or even the
content. The following example show the search performed on an attribute name:

Figure 2:
• Navigation: Clicking on an element in the Structure View selects the element and its content in the
XML View. This way, you can quickly navigate to the required content in your document.
• Change attribute values: If your element contains an attribute, a three dots sign appears against it.
The following example shows the elements that have attributes associated with them:

749
Clicking on the dots expands and shows the attribute and its value. The first highlighted element in
the example is expanded, and its attribute is visible. However, the second highlight item is in col-
lapsed state. To change the attribute's value, click on the value and enter the new value. When you
press Enter, the changes are saved, and the XML code of the element is also updated.
• Cut, Copy, Paste, and Delete an element: Clicking on an element, selects the element and its
content. You can use the context menu or the regular keyboard shortcuts to Cut (Ctrl+x), Copy
(Ctrl+c), Paste (Ctrl+v), or Delete (Del) the selected element. You can also choose to paste an
element before or after the currently selected element. To do so, right-click on an element and
select Paste Before or Paste After. You can also drag-and-drop elements across the topic to reorga-
nize the content. If an element is incorrectly placed, it is highlighted in red:

Figure 3:
• Insert an element: You can insert an element before or after the currently selected element. To do
so, right-click on an element and select Insert Before or Insert After. The Insert Element catalog
appears from where you can choose an element that you want to insert.

WYSIWYG View
WYSIWYG View is the classic FrameMaker view, which supports structured and unstructured authoring.
WYSIWYG View has all the features of FrameMaker.

750
The following can be managed using WYSIWYG View only:
• Templates
• Formats
• Body, master, and reference pages
• Page layouts
• Multiflow documents
Creating your structured content in WYSIWYG View makes your authoring experience very simple. The
latest release of FrameMaker has combined the authoring features from its earlier Simplified XML mode
with the WYSIWYG View.
With the convergence of WYSIWYG with the Simplified XML, you do not need to know the underlying
content rules or the XML structure to create or work on a structured document. The Quick Element
Toolbar (QET) is also customized for authoring in WYSIWYG View, which allows you to easily insert valid
objects in your structured document.
This following subsections explain the various ways to work with the most commonly used objects in the
WYSIWYG View.
Work with ordered and unordered list
• To create an ordered or unordered list in the document, choose the corresponding button in the
QET.
• To create a new list item, place the insertion point at the end of the current item and press Enter.
• Within a list item, to insert an object (such as an image or a table), use the QET or the Insert Object
pop-up.
• To convert between ordered list and unordered lists, place the insertion point anywhere inside the
list and choose the alternate list type from the QET.
• To exit a list, place the insertion point at the end of the last list item and press the Enter key twice.
• To insert a list item between two lists, either place the insertion point at the end of the first list item
or at the start of the second list item and press Enter.
• To split a list item into two items, place the insertion point where you want to split an item and
press Enter.
• To split a list into two, place the insertion point at the end of the first list item and press Enter twice.
A new paragraph is created between the lists.
You can use the Tab, Shift tab keys or List Indent, List Outdent button in the QET to indent (nest) or
outdent list items:
• To indent a list item, place the insertion point at the start of the list item and press Tab. Or, place
the insertion point anywhere in the list item and click List Indent.
NOTE: The operations performed by List Indent and List Outdent buttons also work with partially
selected text.
• To reduce the indent of the list item, place the insertion point at the start of the list item and press
Shift + Tab. Or, place the insertion point anywhere in the list item and click List Outdent.
• If a list has multiple items, to nest some of the items in the list, select the items and press Tab or
click List Indent.

751
• To reduce the indent of any item in a nested list, place the insertion point at the start of the list item
and press Shift+Tab. Or, place the insertion point anywhere in the list item and click List Outdent.
NOTE: If you reduce the indent of any item in a nested list, the other items remain nested.

Work with tables


• To insert elements after the table, click the Insert Table button in the QET.
• To add rows or columns to the table, click in a table cell next to where you want to add the row or
column, choose Table > Add Rows or Columns, and specify the number of rows or columns you
want to add. You can also move rows or columns within the same or different tables, and sort the
rows or columns in a table. For more information, see Table rows and columns in the Tables
chapter.
• To add a new row to the table, click Tab at the last column of the last row.
• To move across cells in the table, you can use Tab, Shift+Tab, or arrow keys.
Work with images
• When you are working in a DITA topic, concept, or reference document, click the Image button in
the QET.
• If you create a DITA task topic, then you are allowed to insert a graphic in the Procedure title, Short
description, and Procedure steps fields. This is because in the task topics, the graphic is wrapped
inside the <image> element.
• To move the image, you need to click on the Image anchor and then drag-and-drop the image.
• To resize an image, click to select the image object (not the Image anchor) and drag a side handle
to change either the width or height.
• To view the object properties of the imported graphic, right click the graphic and choose Object
Properties. To view object properties of the anchored frame, click on the anchor and choose
Graphic > Object Properties.

Switch between the views


You can switch between the three views by clicking the relevant icon in the Application bar.

Figure 4:
A. XML View B. WYSIWYG View
XML View is support only for structured files. When you have unstructured files open and you switch
from WYSIWYG View to XML View, FrameMaker keeps the unstructured files also in the view. When you
quit FrameMaker from when there are unsaved files, FrameMaker alerts you.

752
Quick Element Toolbar
Know what a quick element toolbar is in Adobe FrameMaker and how to use it in Structured Authoring.
In this topic
• Introduction
• Using the Quick Element Toolbar
• Customization
• Configuration XML file locations
• Create your own Quick Element Toolbar

Introduction
The Quick Element Toolbar in Adobe FrameMaker contains commands that allow users to quickly insert
(list, table, image) and wrap (bold, insert) commonly used elements in a structured authoring document.
It is specific to a structured workspace-view combination. The icons in the toolbar are enabled/disabled
based on the current context (cursor position) of the application.
See the video, Quick Element Toolbar.

Using the Quick Element Toolbar


The out-of-the-box functionality provided by Adobe FrameMaker supports the DITA element structure.
To use this toolbar, you will need to create a DITA document.
1) Choose File > New > XML.
2) In the New XML dialog, go to the DITA tab, select Topic, and click OK.
3) To display the Quick Element Toolbar, choose View > Toolbars > Quick Element Toolbar.

Figure 1: Quick Element Toolbar


4) As you place the document insertion point at a section in the document, the relevant options in the
toolbar are enabled.

753
This functionality is the same as the elements that are displayed (or hidden) in the Elements catalog.
5) If you hover the mouse pointer over a button on the toolbar, the tooltip displays the name and
description of the element as it displays in the Elements catalog.
6) To insert an element in the document (for example, <ol>, <ul>, <table>), place the insertion
point at the relevant point in the document and choose the element on the Quick Element Toolbar.
7) To wrap an element in the document (for example, <b>, <i>), select the element and click the
element on the Quick Element Toolbar.

Customization
The out-of-the-box functionality provided by FrameMaker supports the DITA element structure.
However, you can customize the toolbar to associate the commands with any custom Structured Appli-
cation.
You can customize the commands in the Quick Element Toolbar by adding commands associated with
other elements from the Elements catalog of the Structured Application. For example, you can add a
command to insert a <ph> (phrase) element in the current document.
Each FrameMaker view-workspace combination has an associated Quick Element Toolbar configuration
XML file (quick_element.xml). Each configuration file contains the information that associates the
toolbar with one or more Structured Applications. The file also contains information that associates
toolbar commands with the corresponding elements in the Elements catalog.

Configuration XML file locations


The configuration file for the QET is available at the following location:
<Fm_install_location>\fminit\WorkSpaces\Structured\WYSIWYGView\tool-
bars\quick_element.xml
IMPORTANT: Create a backup of the original file before making any updates.

Create your own Quick Element Toolbar


The following steps include associating a new toolbar with a custom Structured Application. It also
includes associating the commands in the toolbar with elements in the Elements catalog of the Struc-
tured Application.
1) Open the quick_element.xml file in a text or XML editor.
NOTE: To include the toolbar in all the views, you will need to update the quick_element.xml
files in all the above locations.
The XML file contains one <STRUCTURED_APPLICATION> node for each Structured Application.
This node contains one <ELEMENT> node for each command in the Quick Element Toolbar.
2) To create a toolbar for the custom application, you can simply duplicate one of the existing
<STRUCTURED_APPLICATION> nodes.
3) Set the @app_name attribute to the name of the custom application.
<STRUCTURED_APPLICATION app_name="<Custom app name>">
From the Elements catalog for the custom application, choose the elements for which you want to
create commands in the custom application Quick Element Toolbar.

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For each element, create one <ELEMENT> node in the <STRUCTURED_APPLICATION> node.
4) Set the @elemTag attribute to the new command.
For example, to add a command to insert the ph (phrase) element:
<ELEMENT elemTag="ph">
5) You also need to associate each command to an icon. The steps to set the icon for a command is
described in the Customize icons section.

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Elements catalog
Understand how to work with the Elements catalog in Adobe FrameMaker and how to insert, wrap, and
change an element.
In this topic
• Introduction
• Insert an element
• Keyboard shortcut to insert an element
• Wrap an element
• Keyboard shortcut to wrap an element
• Change an element
• Keyboard shortcut to change an element

Introduction
The elements in a structured document depend on the Structured Application on which the document is
based.
When you create a structured document, the Elements catalog for the document is populated with the
elements defined in the application. With the Elements Catalog, you can insert new elements, wrap
elements into a new parent element, or change (rename) an element to another element. You can also
use keyboard shortcuts and the Smart Catalog to do the same element manipulations.

Insert an element
To insert an element in a structured document, do the following:
1) Place the insertion point at a location in the document hierarchy.
2) Select the required element in the Elements catalog.
3) Click Insert to insert the element in the document hierarchy.
4) If the Attributes for New Element dialog is displayed, specify the required attributes and click
Insert Element.
You can also click Insert Element and specify any attributes later. For details on attributes of ele-
ments in a document, see Working with element attributes.
NOTE: Double-click an element in the dialog as a shortcut to insert.

If the element is text-based (paragraph or note), you can start typing into the document. FrameMaker
ensures that the text is inserted within the element boundaries.
If the element is image-based, the file selection dialog box is displayed.
If the element is table-based, the Insert Table dialog box is displayed.
NOTE: The file selection or Insert Table dialog boxes display only if the functionality to display the dialog
boxes is implemented in the Structured Application on which the current document is based.
To change how FrameMaker functions when you insert an element into the hierarchy, use the options in
the New Element Options dialog (Element > New Element Options):

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Always Prompt for Attribute Values
Display the Attributes for New Element dialog every time you insert an element into the document.
Prompt for Required Attribute Values
Display the dialog only if the associated Structured Application specifies mandatory attribute values
for an element. If you do not specify the values, the structure of the document is broken. However,
you can specify the values later.
Do Not Prompt for Attribute Values
Does not display the dialog when a new element is inserted in the hierarchy.
Allow Automatic Insertion of Children
If an element contains child elements, insert the child elements when the parent element is
inserted.
The child elements inserted along with the parent depends on the rules defined in the associated
Structured Application. For example, in a DITA topic, if you insert an ordered list (<ol>) element,
one list item (<li>) element is also inserted. If you disable this option, an empty ordered list
element is inserted.
Process AutoInsertion Rule Recursively
If an element contains descendant elements (child elements that also contain children), insert all
the descendant elements when the parent element is inserted.
The descendent elements inserted along with the parent depends on the rules defined in the asso-
ciated Structured Application. For example, in a DITA topic, if you insert an ordered list (<ol>)
element, one list item (<li>) element is also inserted. Inside the list item element, a paragraph
element is inserted. If you disable this option, an ordered list element is inserted along with the list
item element.

Keyboard shortcut to insert an element


To insert an element in a structured document using the Smart Catalog, do the following:
1) Select an element in the document or in the Structure View.
2) Press ctrl+1 to display the Smart Catalog.
3) From the Smart Catalog select the new element and press Enter.

Wrap an element
To wrap an element into another element, do the following:
1) Select an element in the document or in the Structure View.
2) Select the new parent element in the Elements panel.
3) Click Wrap to enclose the selected element within the new parent element.
NOTE: If you are sure that the selected element in the dialog is a format-based element, such as bold or
italic, the double-click shortcut will work. However, if the element is not format-based, FrameMaker will

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try to insert the element (for example a table) at the selected location. You can verify the validity of the
document structured in the Structure View.

Keyboard shortcut to wrap an element


To wrap an element in a structured document using the Smart Catalog, do the following:
1) Select an element in the document or in the Structure View.
2) Press ctrl+2 to display the Smart Catalog.
3) From the Smart Catalog select the new element and press Enter.

Change an element
To change an element (rename an element), do the following:
1) Make sure the Structure View (View > Panels > Structure View) and the Elements catalog (View >
Panels > Element Catalog) are open.
2) Select the element in the Structure View panel that you want to change. You can select more than
one element, even if the elements do not have the same tag. All the elements are changed to the
new type of element. However, the elements’ children are not changed, but they sometimes
become invalid because the parent changed.
3) Select an element in the Elements catalog and click Change.

Keyboard shortcut to change an element


To change an element in a structured document using the Smart Catalog, do the following:
1) Select an element in the document or in the Structure View.
2) Press ctrl+3 to display the Smart Catalog.
3) From the Smart Catalog select the new element and press Enter.

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Configuring the Elements catalog
Understand how to configure the Elements catalog in Adobe FrameMaker.
In the Elements catalog, click Options to open the dialog to perform the following tasks:

Valid Elements for Working Start to Finish


Displays only elements that are valid at the current insertion point in the hierarchy. The order of
the elements in the panel is the same as they are defined in the Structured Application.
Choose this option if you plan to go through a document from start to finish and fill in the elements
in their correct order and hierarchy.
Valid Elements for Working in Any Order
Displays only elements that are valid at the current insertion point in the hierarchy.
Choose this setting if you plan to build a valid document but not necessarily by working from start
to finish. This is helpful if you do not have all the information you need.
Elements Allowed Anywhere in Parent
Displays all elements that are valid for the current parent.
Choose this option if you want more flexibility for filling in elements. You can insert elements that
are invalid and correct the errors later.
All Elements
Displays all elements available in the Elements catalog defined in the Structured Application.
However, the valid elements at any insertion point are preceded with a check mark.
Choose this option:
• if you are not building a valid document
• if you want flexibility and will correct errors later
• if you are wrapping elements around contents
• if you want to see what is available elsewhere in the document

Figure 1: Check mark against valid elements

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Customized List
Click Edit to open the Customized List of Available Element dialog. You can then choose the
elements to show or hide. Use the Move Up and Move Down buttons to specify the order in which
the elements display in the panel.
Choose this option to:
• work with a pre-defined subset of the elements
• display elements in a specific order
• work with an element list that is static and not context specific
IMPORTANT: This is a fixed list so the list does not also include elements valid at the current insertion point
unless you have selected the elements when creating the list.
Show Element Description Tags
Displays the description of an element, in brackets, to the right of the element.
List After Other Valid Elements
Depending on the options selected above, the panel may contain elements that are invalid at the
specified location. Choose this option to display valid elements first, followed by invalid elements.

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Change the scope of elements available in a structured document
Understand how to define which elements are available at the insertion point in a structured document
with Adobe FrameMaker.
When adding elements to a structured document, insert only elements that are valid at the current loca-
tion. Valid elements have bold check marks, bold check marks and a plus sign, and question marks in the
Elements catalog. If you add elements this way, you can work from the beginning of a document to the
end and be sure that its structure is valid at every point along the way.
Sometimes you want to work more loosely, and in these cases you can make more elements available.
For example, some draft documents must adhere strictly to a predefined structure but follow the struc-
ture only as a guideline. Or, you can plan your document to conform to a structure without having all the
information to complete it from start to finish.
When more elements are available, the additional elements appear in the Elements catalog and are avail-
able if you insert elements from the keyboard. You can also list inclusions after other valid elements in
the catalog.
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect.
2) Choose Element > Set Available Elements to open the Set Available Elements dialog. You can also
click Options in the Elements catalog.

Figure 1: Set Available Elements dialog


3) Select one of the following options in the Show These Elements area:
– To show only elements that are valid for the current location, select Valid Elements for
Working Start to Finish. Use this option if you plan to go through a document from start to
finish and fill in the elements in their correct order and hierarchy.
– To show elements that are valid for the current location or later in the current element,
select Valid Elements for Working in Any Order. Choose this setting if you plan to build a valid

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document but not necessarily by working from start to finish. This is helpful if you don’t have
all the information you need.
– To show elements allowed anywhere in the current element, select Elements Allowed
Anywhere in Parent. Use this setting if you want more flexibility for filling in elements. You
can insert elements that are invalid and correct the errors later.
– To show all elements defined for the document, select All Elements. Use this setting if you’re
not building a valid document, if you want flexibility and will correct errors later, if you’re
wrapping elements around contents, or if you want to see what’s available elsewhere in the
document.
– To show a set of elements that you specify, select Customized List. Use this setting to work
with a subset of the elements, to display elements in a fixed order, or to work with a list that
is static instead of context sensitive.
4) If you selected Customized List, click Edit and create or change a list of elements.
To move element tags between the Show and Don’t Show lists, use the arrow buttons or dou-
ble-click the element tags. Transfer all of the elements from one list to another by holding down Shift
as you click an arrow button. Click the Move Up and Move Down buttons to arrange the elements
in the Show list in the order you want them to appear in the Elements catalog. Click Set when the
list is the way you want it.
NOTE: A customized list of tags is always the same regardless of the location of the insertion point,
so be careful to include all the tags you need. The only indication of validity is a check mark next to
a tag.
5) To list inclusions separately in the Elements catalog, turn on List after Other Valid Elements.
This groups the inclusions right after the other valid elements. Use this setting if you have a large
number of inclusions that you rarely need.
6) Click Set.

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Element boundaries
Understand what element boundaries are and how to show/hide element boundaries and tags in the
authoring view of Adobe FrameMaker.
In this topic
• Introduction
• Show/Hide element boundaries
• Expand and collapse elements in document window

Introduction
Element boundaries shown in the document window mark the beginning and end of each element.
Working with visible boundaries helps you see how the document content is divided into elements.
Viewing the boundaries also makes it easier to place an insertion point properly or to make the right
selection.
For most elements, the boundaries appear as opening and closing brackets [ ] or as two boxes with an
element tag. For some elements (graphics, footnotes, markers, tables, and equations), the element loca-
tion is marked only by one box with a tag.
When elements are inside other elements, their brackets or tags nest to show the hierarchy.
NOTE: The brackets and tags that mark element boundaries are characters that both print and occupy
document space. Hide them before printing to suppress them in print output. Also hide them to see the
document layout unaltered by element boundaries.

Show/Hide element boundaries


To show or hide element boundaries, do the following:
• To surround each element with brackets, choose View > Element Boundaries.
• To surround each element with a text label, choose View > Element Boundaries (As Tags).
• To hide element boundaries, choose View > Element Boundaries or Element Boundaries (As Tags).

Expand and collapse elements in document window


If you are viewing element boundaries as tags in the document window, you can perform the following
operations:
• Collapse all elements, even in the document view.
• Collapse a parent element to hide the child elements, without collapsing them.
• Collapse child elements, when collapsing the parent element.
• Collapse all elements to the same level, when collapsing an element.
• Select the element, by clicking the element tag.
• Toggle the collapsed state of an element, by double-clicking the element tag.
• View expanded element structure, when any operation (for example, Find/Change) results in a
selection, within a collapsed element structure.

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• Have the document view and Structure View synchronized with respect to the collapsed state of
the elements.

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Error console
Learn how to use an error console to find and rectify error in FrameMaker document
While working on a document, the FrameMaker error console displays structural and other issues in a
document, if any. This console also provides the following information about document issues:
• Exact location of the issue within the document
• Name of invalid elements, if any

Figure 1: Error console displaying error details

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ELEMENTS IN STRUCTURED DOCUMENTS

Elements in structured documents


Understand what elements are, what makes them valid and the two classes of elements.
In this topic
• Introduction
• Valid contents for elements
• Element classes

Introduction
The basic unit of information in structured documents is called an element. Elements hold other
elements, text, graphics, tables, cross-references, and markers.
You can add elements to a document to build its structure, and you can edit existing elements in many
ways.
To build a document’s structure, you can either add elements to the document and then fill in the
contents, or select existing contents and wrap them in elements.
A structured document has element definitions stored in its Elements catalog. These definitions describe
the allowable contents for each type of element the document can have. They sometimes specify attri-
butes and formatting for the elements. If all the elements in a document have contents and attributes
that meet these specifications, the document is valid.

Valid contents for elements


An element’s definition has content rules that determine what the element can contain. For example,
perhaps the definition of a <section> element specifies that a section must begin with a <title>
element, and then can have any combination of <p>, <image>, and <table>. A <p> element some-
times allows text and <xref> elements, in any order.
The Elements catalog indicates valid elements for the current location with a heavy check mark. If an
element can contain text, it shows that text is allowed with the <TEXT> label.

Element classes
Elements fall into two basic classes determined by their allowable contents:
• A container element can hold text, other elements, or both. Container elements, such as heads and
paragraphs, build the document’s structure.
• An object element is a single object—a marker, cross-reference, system variable, equation, or
anchored frame. You cannot type in these elements or add child elements to them.

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ELEMENTS IN STRUCTURED DOCUMENTS

Figure 1: Container element and object element


A. Containers have round-cornered bubbles. B. Object elements have square-cornered bubbles.
A container element can be defined to remain empty. For example, perhaps a table cell is empty as part
of a table’s design. If an element contains only spaces or non-printable characters such as tabulators, its
text snippet in the Structure View is <WHITESPACE>.

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Import element definitions
Learn how to import element definitions into a structured document with Adobe FrameMaker.
If you’re not sure whether an Adobe FrameMaker document has element definitions, open the Elements
catalog and click in a text flow. If you see elements in the catalog, the document has definitions. You
sometimes must select the All Elements option to get elements to appear (Element > Set Available
Elements > All Elements).
If you are using a structured template, then element definitions are usually defined in it. However, some-
times your application developer may provide you with an EDD or DTD that you can directly import into
your documents.
1) Open the template, EDD, or DTD with the element definitions. The template, EDD, or DTD must be
named and saved.
2) Create a blank document or open the document or book that you want to update. If a book window
is active, select the documents you want to update.
3) In the document or book you’re updating, choose File > Import > Element Definitions.
4) Select the template, EDD, or DTD from the Import From Document drop-down list. The drop-down
list lists all open documents.
5) To remove special formatting and book-related changes in the document, do the following:
To remove format rule overrides, select While Updating, Remove Format Rule Overrides. Use this
setting if you have made text or paragraph formatting changes to elements and now want to return
to the formatting described in the EDD or DTD.
To remove element information derived from a book file, select While Updating, Remove Infor-
mation Inherited from Book. Use this setting if the document used to be included in a book but is
now a standalone document.
6) Click Import. FrameMaker adds the element definitions to the document’s Elements catalog,
replacing existing definitions.

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Insert elements
Learn how to insert elements in structured documents in Adobe FrameMaker by pressing Return, by
using the Elements Catalog, or with the Elements Quick Catalog, and how to set options for new
elements.
In this topic
• Introduction
• Insert an element by pressing Return
• Insert an element using the Elements Catalog
• Insert an element using the Elements Quick Catalog
• Define options for inserting new elements

Introduction
To add an element to a document, you either insert an empty element and enter contents, or wrap an
element around existing contents. Before you can begin, your document must have element definitions
in its Elements catalog.
If you haven’t yet fully planned your document, consider inserting just the high-level elements, such as
<head>, <body>, <section>, and <title> elements, and then use this structure as an outline for
developing the document content.
You can also enter all the elements in their correct order and hierarchy as you go, or concentrate on
contents rather than on structure, and then validate later to correct errors.
The Elements catalog shows the elements that are available at the current location. You can change the
scope of elements available at a certain position in the structure by changing the Structured Application.
If you have turned on element boundaries, then once you insert or wrap an element, a pair of element
boundaries appears in the document window, and a new element bubble appears in the Structure View.

Figure 1: Empty element boundaries (left) and element bubble for the new element (right)

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Insert an element by pressing Return
In many cases, pressing Return inserts an element automatically. Whenever you press Return,
FrameMaker checks the current element’s definition for the following conditions in the following order.
If the EDD of the Structured Application defines automatic insertion of a child element, the child element
is intserted automatically as well.

One valid element


If only one child element is valid at the current location, pressing Return adds that element. For
example, after you add a <topic>, a <title> is the only element permitted as the first child
element. You can also use this technique to create repeating elements, such as body paragraphs
and list items.
More than one valid element
If more than one child element is valid, pressing Return highlights the Tag area to prompt you for
an element. Type until the element name you want appears, and then press Return to insert the
element.
End of an element
If the insertion point is at the end of an element and no more child elements are valid, pressing
Return looks for valid elements in ancestors after this location. If a valid element is found, the inser-
tion point moves to the ancestor and the element is inserted (if only one is valid) or the Tag area is
highlighted (if more than one element is valid).
Other conditions
If none of the preceding conditions are true, no element is inserted.

Insert an element using the Elements Catalog


To insert an element using the Elements catalog, do the following:
1) If the document does not have element definitions, import the definitions from a structured
template, EDD, or a DTD.
2) Specify the scope of elements available.
3) Click where you want to insert the element. If you’re inserting it between other elements, work in
the Structure View rather than the document window.
4) Select an element in the Elements catalog, and click Insert. If only one element appears in the
catalog, you can click Insert without selecting it.
You can also double-click an element name to insert the element.
NOTE: By default, the Elements catalog displays only those elements that are valid at the insertion
point.
5) If the Attributes For New Element dialog box appears, enter attribute values for the element and
click Insert Element.
This dialog box appears only if the element has attributes and if an option is set in the New Element
Options dialog box to prompt for attribute values when you insert new elements.

770
6) If you insert a table, a marker, a graphic, or a cross-reference, provide more information about the
element in the dialog box that appears.
7) Add content to the elements. You can add content as you insert elements, or after you build the
structure of your document.

Insert an element using the Elements Quick Catalog


Using the Elements Quick Catalog, you can select and insert multiple levels of elements. When you select
an element in the Elements Quick Catalog, FrameMaker displays the elements available within the
selected element.
Hit enter and use the pointer or the arrow keys (or the pointer) to select a hierarchy of elements that you
want to insert. When you hit enter, if there is only one valid element at the pointer’s position,
FrameMaker inserts the element.
Use the following keys to navigate through the hierarchy of elements in Quick Catalogs:

Key/Key action Type of navigation/action

Place cursor in an element and hit Display the Quick Catalog


enter
→ Display the elements available within the selected element
← Hide one level hierarchy of elements
tab scroll down
shift+tab scroll up
Alphabets/combination of alphabets Type an alphabet or combination of alphabets to select an
element. For example, press b to select <body> and type to
to go to <topic>.

The list of elements in the Quick Catalog appears according to the settings in the Set Available Elements
dialog. If Show Descriptive Element Names is selected, the element tool tips in the catalog display the
element descriptions.
Hierarchical element insert takes care of auto insertions for the last selected element in the hierarchy,
as specified in the Element Definition Document (EDD). If there are auto insertion rules in place for
elements apart from the last element, they are ignored.

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Figure 2: Hierarchical element insert
A. Select a hierarchy of elements B. Elements get inserted as a group

Define options for inserting new elements


To define options for inserting new elements, do the following:
1) Make the appropriate document window or book window active. If a book window is active, select
the documents you want to affect in the book panel.
2) Choose Element > New Element Options. The New Element Options dialog is displayed:

Figure 3: New Element Options Dialog

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3) Specify how you want to be prompted for attribute values when you add new elements:
– To enter all possible attribute values as you add elements, select Always Prompt for Attribute
Values.
– To enter only required attribute values as you add elements, select Prompt for Required
Attribute Values.
– To enter attribute values after adding elements, select Do Not Prompt for Attribute Values.
4) To allow FrameMaker to insert child elements automatically for new elements, select Allow Auto-
matic Insertion of Children.
5) Click Set.
TIP: To speed up the process of adding new elements, select the Do Not Prompt for Attribute Values and
Allow Automatic Insertion of Children options.

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Add text in a structured document
Learn how to add text in a structured document with Adobe FrameMaker.
Place the insertion point anywhere inside a text frame in a document window. An insertion point also
appears at the corresponding place in the Structure View. To place the insertion point in the middle of
text, use the document window rather than the Structure View. When placing the insertion point at the
beginning or end of an element, or between elements, click in the Structure View.
The Elements catalog describes what the current element can contain. You can enter text whenever
<TEXT> appears in the catalog.
1) Place the insertion point:
– To place at the beginning or end of text, click to the left or right in the first or second half of
the text snippet. After you click, a line on the left or right side of the triangle insertion point
indicates that the point is at the beginning or end of text.
– To place between two elements, click to the right of the vertical line connecting the elements,
between the two bubbles.

Figure 1:
2) Begin typing. Don’t press Return unless you want to insert a new element, or begin a new para-
graph in an unstructured flow.

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Edit elements
Learn how to work change, merge, split, wrap and unwrap, move, copy and nudge elements with Adobe
FrameMaker.
In this topic
• Introduction
• Change elements
• Merge elements
• Split an element
• Wrap elements around existing content
• Unwrapping the contents of elements
• Move or copy elements
• Nudge an element one place

Introduction
In Adobe FrameMaker, you can edit the structure of a document in many ways. You can rearrange
elements, change an element from one type to another, wrap and unwrap elements, and split and merge
elements.
After changing the structure of a document, you sometimes need to edit the document further to correct
structure violations. For example, if you split a <section> into two sections, you might need to add an
additional <title> element for the new second <section>.
Use the Structure View to get an easy to understand view of your document’s structure, and as a guide
for finding structure errors. In the Structure View you can rearrange elements and edit elements.
In the Elements catalog, you see all elements available at the current position in the document.
• Choose View > Panels > Structure View to open the Structure View.
• Choose View > Panels > Element Catalog to open the Elements catalog.

Change elements
You can change (rename) an existing element to another element of the same type. For example, you
might want to convert a <p> element into a <note> element, or a series of <p> elements into <li>
elements that you can include within a <ul> or <ol> element.
However, it is not possible to convert any element to any other element. For example, you cannot change
a table cell element (<entry>) into a paragraph element (<p>).
To rename an element, do the following:
1) In the Structure View, select the element that you want to change. You can select more than one
element, even if the elements do not have the same tag.
2) Select an element in the Elements catalog and click Change.
FrameMaker changes all selected elements to the new element. However, the elements’ children are not
changed, but they sometimes become invalid because the parent changed.

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Merge elements
You can merge two or more elements into a single element. If you do so, FrameMaker places the
contents of the second element (including any child elements) at the end of the first element.

Figure 1: Merging two Sections, before and after


You sometimes must edit the document after merging elements to fix structure violations.
NOTE: If you want to combine table cells, use Table > Straddle rather than merging the cells. You cannot
combine other table parts.
To merge the content of two elements, do the following:
1) In the Structure View, select the elements you want to merge. The elements can be of different
types, but they must be siblings and next to each other in their parent element.
2) Choose Element > Merge.
Merging elements with attributes retains the attributes of the the first element only.

Split an element
You can split an element into two elements of the same type and at the same level. For example, you can
split a long paragraph into two paragraphs, or a section element in two sections.

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Figure 2: Splitting a section, before and after
To split the content of an element, do the following:
1) In the Structure View, click between two elements where you want to split the parent element. All
elements at the same level following the insertion point go into the new parent element.
2) Choose Element > Split.
Splitting sometimes results in two elements with identical attributes. However, if the original attribute
had a Unique ID attribute, the second element loses its ID value and you need to assign a new ID.

Wrap elements around existing content


You can add structure to content already in a document by wrapping a new element around the content.
The content can be any part of a document, including other elements. The element’s content is
formatted as specified in the element’s format rules.
NOTE: You cannot wrap content in elements that are for parts of tables (such as rows or cells). Still, you
can wrap text or other elements that are within a cell or a table title element. If you want to convert text
and elements to a table, use Table > Convert to Table rather than wrapping.
After wrapping an element, you sometimes must edit the document to correct structure errors. For
example, if you wrap <Para> elements in a <Section> element that requires a <Head> element,
you’ll need to insert the <Head> element.
To wrap an element using the Elements catalog, do the following:
1) Select the contents you want to wrap in an element. If you’re selecting text, use the document
window. If you’re selecting entire elements, use the Structure View.
2) Select an element in the Elements catalog, and click Wrap.
3) If the Attributes For New Element dialog box appears, enter attribute values for the element and
click Insert Element.
This dialog box appears only if the element has attributes and if an option is set in the New Element
Options dialog box to prompt for attribute values when you insert elements.

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To wrap elements throughout a document, do the following:
1) In the document window, wrap text ranges, system variables, and other items that are inside para-
graphs. Don’t worry about errors you see in the Structure View. You’ll correct many of these errors
when you wrap the lowest levels in parent elements. You can correct the other errors when you’re
finished.
2) Wrap paragraphs, headings, and other paragraph-level items in their elements.
3) In the Structure View, wrap the elements you have so far in parent elements, such as <section>,
<ol>, <ul> etc.
Wrapping helps in manually providing a structure to an existing unstructured document. When you wrap
the first element in the document, the Structure View immediately changes to show a default invalid
structure, as follows:
• A highest-level element is added with the name <NoName>, unless you begin by wrapping the
contents in a valid highest-level element. <NoName> is a placeholder for your valid highest-level
element.
• All tables become structured and are given default elements, such as <TABLE> and <ROW>.
• Objects become elements with default names such as <CROSSREF>, <GRAPHIC>, and <EQUA-
TION>.
• Footnotes become <FOOTNOTE>.
• Rubi text becomes <RUBI> and <RUBIGRP> elements.
You can correct the structure of the document when you’re finished wrapping elements.
NOTE: Variables and markers do not become structured object elements.
TIP: If your application developer has set up a conversion table for the document, you can apply the table
to wrap elements throughout the document all at one time. This is much faster than wrapping text manu-
ally.

Unwrapping the contents of elements


Unwrapping deletes an element but leaves its contents in the same place in the document. You usually
unwrap elements as part of a larger editing process.
For example, if you plan to convert <ListItem> elements into <Para> elements, sometimes you must
unwrap the parent <List> element first. Then use Edit > Find/Change to convert the <ListItem>
elements to <Para> elements.

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Figure 3: Unwrapping ListItems, before and after
You sometimes must edit the document after unwrapping an element. For this example, you would
change the <ListItem> elements to valid elements or rewrap them.
NOTE: You cannot unwrap an element that is a table part (such as a row or cell).
1) Select the element with the contents you want to unwrap.
2) Choose Element > Unwrap.

Move or copy elements


You can move an element to another location in a document by dragging its bubble in the Structure View.
When you move or copy an element, its contents, including descendants, all move along with it. This does
not affect the contents of the clipboard.
TIP: If you’re moving an element that has many descendants, collapse the element first. In Structure View,
shift-click an element to collapse/expand all its sibling elements. alt-click an element to expand or
collapse its child elements.
You can also move or copy an element by cutting or copying it to the clipboard and pasting it in a new
location, even across documents. If you paste an element from another document, sometimes the
element is not defined in your document. If you don’t plan to add a definition for the element, change
the element to a valid one. You cannot cut and paste elements in a book file.
1) Do one of the following:
– To move an element, drag the bubble to the location you want.
– To copy an element, hold down alt and drag the bubble to the location.
As you drag the bubble to copy, the pointer changes to a hollow, stacked up-and-down arrowhead,
and a horizontal arrow moves to indicate where the copy goes if you release the mouse button.
As you drag the bubble to move, the pointer changes to a solid up-and-down arrowhead, and an
arrow moves to indicate where the bubble goes if you release the mouse button.
If the element is valid in the location where the arrow points, a check mark or question mark appears
in the bubble.

779
Nudge an element one place
1) Drag the element’s bubble slightly to one side or up or down. As you drag a small distance, the
pointer changes to a single arrow. (If you drag too far, the arrow changes to an up-and-down arrow-
head.)

Figure 4: Nudging a List one place, before and after


When you release, the element moves one place in the indicated direction, as follows:
– Moving an element up places it right above the sibling right before it.
– Moving an element down places it below the sibling after it.
– Moving an element to the left makes it a sibling of its parent.
– Moving an element to the right makes it a child of the sibling before it.

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Select and edit element text
Learn how to select and edit text in elements with Adobe FrameMaker.
In this topic
• Select text in flow
• Select text in structured document window
• Select an element or the element content in the Structure View

Select text in flow


To select all the text in a flow, click in the flow and choose Edit > Select All In Flow or press ctrl+a.

Select text in structured document window


You can select entire elements and any part of the document contents in a document window. A corre-
sponding selection also appears in the Structure View.
If an element has contents, you can select all or part of the contents without selecting the element itself.
If an element consists of a single object, such as a graphic or a cross-reference, select the entire element.
When you select an entire element, its contents are selected along with it.
To select text in an element, do one of the following:
• To select text without selecting the whole element, drag through the range of text. Be careful not
to drag across an element boundary. If you do, you select the entire element.
• To select one element, drag from anywhere inside the element to outside one of its element
boundaries.
• To select more than one elements, drag through the elements. FrameMaker selects each element
as you drag across one of its boundaries.
TIP: Work with element boundaries showing, so that you can see the beginning and end of each element.
After selecting, check the status bar for the correct element name of the selection parent element. The
complete path of the element appears following the “E:” text as breadcrumb.

Select an element or the element content in the Structure View


You can select entire elements or the element contents in the Structure View. A corresponding selection
also appears in the document window.
If an element has contents, you can select all of the contents without selecting the element itself. If an
element is a single object, such as a graphic or a cross-reference, you select the entire element. Elements
that are allowed contents have round-cornered bubbles; elements that are a single object have
square-cornered bubbles.
When you select an entire element, its contents are selected along with it.
To select element content, do one of the following:
• To select an element, click the middle of its bubble.

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• To select more than one element, click the first bubble and then shift-click the other bubbles. You
can also drag to the right of the vertical line connecting the elements. Start above the first element
you want to select, and drag down to the last element you want to select.
• To select contents of an element without descendants but not select the entire element,
double-click the text snippet.
• To select the contents of an element with descendants but not select the entire element,
double-click to the right of the vertical line connecting the first level of descendants.

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Remove elements
Learn how to remove an element in a structured document with Adobe FrameMaker.
You can remove any element, with or without its contents. For example, you sometimes want to delete
a <section> element and its contents, or delete the <section> but leave the contents in place, so
you can place them in a different element.
For elements that are defined to contain text or other elements, you can also delete the contents and
leave the empty element in the document. For elements that are single objects without contents, you
must delete the entire element.
• To remove an element and its contents, select the element and press Delete.
• To remove an element but not its content, select the element and choose Element > Unwrap.
FrameMaker reformats the contents based on the new context, if necessary.
• To remove the contents of an element but not the element itself, select the contents and press
Delete.
• To remove an element and its contents and replace it with another element, select the element.
Then select the replacement element in the Elements catalog, and click Insert. A new empty
element replaces the selected element and its contents.
• To remove all elements from a document to base it on paragraph and character styles, choose
Structure > Remove Structure From Flow. If the document has additional structured flows, repeat
this command for each flow.
FrameMaker removes all elements from the current text flow. If the formatting was created or mod-
ified by format change lists in the Elements catalog, the removed elements become format over-
rides in the document.
NOTE: To create named styles for each removed element variation and save them in the Paragraph Style
Catalog, choose File > Utilities > Create And Apply Formats command.

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WORKING WITH ELEMENT ATTRIBUTES IN STRUCTURED DOCUMENTS

Working with element attributes in structured documents


Understand how you can work with element attributes in Structured FrameMaker.

Attributes for elements


An element can have attributes, which provide information about the element that is not part of the
element’s contents. Your document uses attributes for several purposes:
• To control the formatting of an element. For example, perhaps a @type attribute in a <list>
element has two possible values—bulleted and numbered.

Figure 1: Attributes can provide formatting information.


• To record descriptive information about an element, such as level of classification. An attribute
value can even trigger a custom routine that hides the element when the document is displayed.
• To store source and destination information for elements, typically for cross-referencing. A
<section> element sometimes has an @ID attribute that stores a unique value. A cross-refer-
ence element that points to the section stores the same value in a @reference attribute, to main-
tain the connection between the elements.
You typically enter and edit the values for attributes, unless the attributes are defined to be read-on-
ly. Cross-reference IDs are often read-only and are generated by FrameMaker.

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XML attribute types
Understand the different types of element attributes.
An attribute’s type determines the kind of values that are allowed in the attribute. For example, the value
version 1 is not valid for an attribute defined as an integer, but the value 1 is valid. Numeric types (such
as integer or real number) can also be limited to a predefined range by their attribute definition.

Choice
An attribute with a list of predefined values.
ID Reference
An attribute with a value that is a Unique ID value from another element. It is typically used for
element-based cross-references.
ID References
An attribute with a value of one or more Unique ID values from another element. Sometimes the
developer specifies this attribute if you’re exporting to a Structured Application that uses multiple
values for source information.
Integer
An attribute with a whole number value (no decimal parts). Examples of valid integers are 22, -22,
and +322. An integer can be defined to fall within a range.
Integers
An attribute with a value of one or more integers. Enter each number on a separate line in the Attri-
bute Value box.
Real
An attribute with a real number value, with or without a decimal part (the value can also be
expressed in scientific notation). Examples of valid real numbers are 2, 22.4, -0.22, and 2.3e-1. A
real number can be defined to fall within a range.
Reals
An attribute with a value of one or more real numbers. Enter each number on a separate line in the
Attribute Value box.
String
An attribute with a value of a series of characters (text).
Strings
An attribute with a value of one or more strings. Enter each string on a separate line in the Attribute
Value box.
Unique ID
An attribute with a value of a unique text string. An element can have only one ID attribute (which
can be of type Unique ID or Unique IDs). All ID values must be unique in the document or book. An
element with a Unique ID attribute can be the source for an element-based cross-reference.

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Unique IDs
An attribute with a value of one or more unique text strings. Enter each string on a separate line in
the Attribute Value box. Sometimes the developer specifies this attribute if you’re exporting to a
Structured Application that uses multiple values for source information.

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Assign attribute values
Understand how you can work with attributes in structured documents in Adobe FrameMaker.
In this topic
• Introduction
• Enter attribute values as you insert elements
• Enter or edit attribute values for elements already in a document

Introduction
Attributes store supplementary information about an element that does not appear with the contents of
the document. You can see attributes and their values in the Structure View.

Figure 1:
An attribute’s definition specifies the type of values that are acceptable (such as text or numeric) and
sometimes includes a list of possible values or a numeric range.
The definition also determines whether the value is optional, required, or read only. It sometimes
provides a default value. You can assign values to an attribute if the attribute is not read only.
If an attribute’s current value does not conform to the specifications in its definition, the attribute is
invalid.
NOTE: FrameMaker can provide the values for ID and ID Reference attributes used in cross-referencing.
These attributes are usually defined as read-only.

Enter attribute values as you insert elements


If an element requires a specific attribute, FrameMaker asks you to provide the attribute value. If an attri-
bute is required, the Attributes For New Element dialog appears, listing all the attributes (except
read-only ones) defined for the element. For each required attribute value, select the attribute in the
Attribute Name scroll list, enter the value in the Attribute Value box, and press Enter. If an attribute is
required, you must enter a value for the element to be valid.

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The value you can enter, such as text or a number, is determined by the attribute’s type. If an attribute
has a set of predefined values, choose from the Attribute Value drop-down list rather than entering a
value.
A description of the selected attribute (its type, whether a value is required, and so on) appears in the
dialog box below the Attribute Value area.
If an attribute is not required but optional, you can provide the attribute value at any time after inserting
the element.
Click Insert Element.
NOTE: In XML, attribute values names support the Unicode text-encoding standard.
ATTENTION: When working with SGML, do not use multibyte (Asian-language) characters when entering
attribute values. These characters are not exported to SGML correctly because multibyte characters are
not supported in the SGML workflow.

Enter or edit attribute values for elements already in a document


To change an attribute value rather than a value, select the element with the attribute value you want
to change.
You can select more than one element of the same type, and apply the change to all. The elements must
be contiguous. For example, if several <p> elements in a row have a @audience attribute, you can
change the value of that attribute for all the <p> elements at one time.
Double-click an attribute name or value in the Structure View to display the Attributes dialog box.
Alternatively, choose Elements > Edit Attributes to open the Attributes panel.
For each attribute value to enter or edit, select the attribute in the Attribute Name scroll list, enter the
value in the Attribute Value box, and press enter.
If an attribute has a set of predefined values, choose from the Attribute Value drop-down list rather than
entering a value.

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Auto-generate unique ID attributes for elements
Understand how you can setup Adobe FrameMaker to automatically assign unique ID attribute values to
elements and work with the Config File Maker.
FrameMaker allows you to define the elements in your Structured Application for which you want it to
auto-assign unique IDs.
For example, say your Structured Application includes a <section> element that has an @id attribute.
You can create a rule that ensures that whenever you add the <section> element to your structured
document, FrameMaker will auto-generate a unique ID. FrameMaker will then automatically assign a
unique ID to the @id attribute of the <section> element.
To define the auto-generation rules for a Structured Application, do the following:
1) Choose Element > Launch Config File Maker.
2) In the Configuration File Settings dialog, you define the ID generation rules.
3) Click Save or Save As to save the ID generation rules to a configuration (.xml) file.
To load the set of rules defined in an existing configuration file, click Load Configuration File.
4) You can then include this configuration file to your Structures Application.
The following settings can be configured in the Configuration File Settings dialog:

ID Prefix
A text and number combination that will be prefixed to the ID that FrameMaker auto-generates.
Assign ID to Attribute
The name of the attribute to which FrameMaker will assign the auto-generated ID.
Choose <auto> to allow FrameMaker to decide to which attribute the ID is assigned.
NOTE: You can specify any attribute to which FrameMaker will assign the ID.
For Elements
Specify the names of elements to which FrameMaker will assign an ID to the attribute specified in
Assign ID to Attribute described above.
NOTE: The list of elements will increment as you enter an new element name. This allows you to enter any
number of elements to which to assign IDs for the specified attribute.
For Elements having Attributes
You can also choose to specify elements by their attribute values.
This implies that you can define an attribute name to ensure that FrameMaker assigns an ID to any
element that contains the specified attribute. For example, you can ensure that FrameMaker will
assgin an ID to all elements that have the attribute @audience. However, the ID is assigned to the
attribute that is specified in the Assign ID to Attribute field described above.

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You can also add attribute values to the above attribute rule. For example, you can ensure that
FrameMaker will assgin an ID to all elements that have the attribute @audience and the value
admin.
Also, you can specify multiple values and FrameMaker will assign the ID based on any one of the
values. For the @audience example, you can specify the value as admin or end-user. In this
case, the ID is assigned if the element contains the @audience attribute and the value of the attri-
bute is either admin or end-user.

NOTE: The attribute list will increment as you enter new attribute names.

790
Copy attribute values
Learn how to copy an attribute value from one element to another.
You can use the clipboard to copy and paste attribute values from one element to another. If you paste
values to an element that does not have corresponding attributes defined, the attributes are invalid. To
preserve element-based cross-references, an ID attribute value is not pasted.
If you copy an attribute from another document, the attribute sometimes is not defined in the current
document.
1) Select the element with the attribute values you want to copy, and choose Edit > Copy Special >
Attribute Values. All attribute values associated with the element are copied to the clipboard.
2) Select a different element and choose Edit > Paste.
To delete an undefined attribute copied from another document, select the element with the undefined
attribute, open the Attributes dialog, select the attribute, and click Delete Attribute. In the next dialog
box that appears, remove the attribute for the current element or for all elements that have the attri-
bute.

791
FIND/CHANGE ELEMENTS AND ATTRIBUTES IN STRUCTURED DOCUMENTS

Find/Change elements and attributes in structured documents


Understand how you can find and change XML elements and attributes in Adobe FrameMaker.
In this topic
• Find elements and attributes
• Change elements and attributes

Find elements and attributes


You can search for elements and attributes in a structured document to keep track of them or to make
changes to the element content quickly.
You can search for an element, attribute name, and attribute value either separately or in combination.
For example, you can search for an <li> element to find each <li> element, or perhaps you limit the
search to find only <li> elements that have an @audience attribute set to administrator.
To search for an element, an attribute, or an attribute value, do the the following:
1) Choose Edit > Find/Change.
2) Select Element from the Find drop-down list.
3) Select the options you want in the Find Element dialog box.
The settings can be used in many combinations. These are a few examples:
– To find any element, leave all three boxes empty.
– To find a specific element, type an element name but leave the Attribute Name and Attri-
bute Value boxes empty.
– To find any element with a specific attribute, type an attribute name but leave the Element
Tag and Attribute Value boxes empty.
– To find any element with a specific attribute value, type an attribute value but leave the
Element Name and Attribute Name boxes empty.
– To find a specific combination of element and attribute, type an element name and choose
an attribute name.
– To find a specific combination of element and attribute value, type an element name and
choose an attribute name and an attribute value. If the attribute type is Choice, type the
value.
– To find a specific element with an attribute that has no value, type an element name and
choose an attribute name, and select No Value from the Attribute Value drop-down list.
Leave a box empty if you do not want to restrict the search. An empty box has the same effect as
searching for any element, or choosing either Any Attribute or Any Value.
4) Click Set.
5) In the Find/Change dialog box, select Consider Case, Whole Word, Use Wildcards, or Find Back-
ward.
6) Click Find.

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FIND/CHANGE ELEMENTS AND ATTRIBUTES IN STRUCTURED DOCUMENTS

Change elements and attributes


You can search for elements and attributes in a structured document and change them quickly with the
Find/Change feature. This is especially useful when you want to apply the same change to more than one
occurrence of an element or attribute.
After you find an element, attribute, or attribute value, you can change it to another element, attribute,
or value. For example, you can quickly and globally change the value of a @audience attribute from
administrator to enduser.
When changing items in a document, you can change each occurrence of the item as it is found or have
FrameMaker automatically make the change throughout the document.
TIP: After pasting material from another document or importing new element definitions, use
Find/Change to clean up your document. For example, pasting a table from an unstructured document
gives the table and its parts default, invalid element tags. You can use Find/Change to change <CELL>
elements, for example, to <entry> elements.
1) Choose Edit > Find/Change.
2) In the Find/Change dialog box, choose Element from the Find drop-down list.
3) Select the options you want in the Find Element dialog box, and click Set. Then choose an option
from the Change drop-down list in the Find/Change dialog box, and type the replacement element
name or value.
The Find Element dialog box and the Change drop-down list work together. These are a few exam-
ples of combinations you can use:
– To change one element to another, type an element name in the Find Element dialog box but
leave Attribute Name and Attribute Value empty. Then select Element Tag To in the Change
drop-down list and type an element name.
– To change one attribute to another, type an attribute name but leave Element Tag and Attri-
bute Value empty. Then select Attribute Name To and type an attribute name that is defined
for this element.
– To change one attribute value to another, type an attribute value but leave Attribute Name
and Attribute Value empty. Then select Attribute Value To and type a value.
– To change an attribute with a specific name to a certain value, type an attribute name but
leave Element Tag and Attribute Value empty. Then select Attribute Value To and type a
value.
– To change a specific element with a specific attribute value to another element, type an
element name and choose an attribute name and attribute value. Then select Element Tag To
in the Change drop-down list and type an element tag.
– To remove an attribute value, type an attribute value but leave Element Tag and Attribute
Name empty. Then select Attribute Value To and leave the Choose box empty.
If you try to make a change that is not allowed—for example, if you try to remove an element
tag—an alert message appears explaining the problem.
4) Click Find.
5) When FrameMaker finds the element or attribute, do one of the following:

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FIND/CHANGE ELEMENTS AND ATTRIBUTES IN STRUCTURED DOCUMENTS

– To make the change but not continue searching for other occurrences of the item, click
Change.
– To make the change and continue searching for other occurrences, click Change & Find.
– To change all occurrences of the item, specify all occurrences in the document or only occur-
rences in the current selection and click Change All.
RELATED LINKS:
Search in XML Source Code
Search in XML with Complex Expressions
XPath Expressions

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SEARCH IN XML SOURCE CODE

Search in XML Source Code


Understand how to search in XML source code with Adobe FrameMaker.
If you are working in the XML View, you can search through the XML source code with Complex Expres-
sions and XPath Queries.
The XML-specific search functionalities (Complex Expressions and XPath Expressions) perform the search
in the XML source code of a document in the XML View.
For example, the following sample paragraph (<p>) text contains a word marked as bold with the XML
element <b>.
<p>The quick <b>brown</b> fox.</p>
The WYSIWYG View provides the functionality to search for text as it displays in the FrameMaker
window. This implies that the search for “The quick brown fox” will find the text. However, in the XML
view, the same search does not find any results.
In the XML view, you will need to include the <b> (opening) and </b> closing tags in the search.
RELATED LINKS:
Find/Change elements and attributes in structured documents
Search in XML with Complex Expressions
XPath Expressions

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Search in XML with Complex Expressions
Understand how to work with Complex Expressions in XML code in Adobe FrameMaker.
Complex expressions are similar to regular expressions. With complex expressions you can perform
advanced text search operations in the XML code of a document.
To find content in the XML View using complex expressions, do the following:
1) In the XML View for the current XML document, open the Find/Change dialog (Edit > Find/Change
or ctrl+F).
The dialog includes a Complex Expressions option.

Figure 1: Find/Change dialog in XML View including the Complex Expressions option
2) Check the Complex Expressions option and enter an expression in the Find Text field.
3) Click Find.
The following table contains a list of sample complex expressions:

Complex expression sample Locates

Licen[sc]e License and Licence


e{2} Words with two consecutive ‘e’s, such as in free and week
[2-3][0-2] Numbers where 20, 21, 22, 30 , 31, or 32 exist, such as 2055,
3155, and 2255.
[a-c][a-c][a-c] Words where a, b, and/or c occur back to back, such as in
accompanying, applicable, backup, and abbreviation

RELATED LINKS:
Search in XML Source Code
Find/Change elements and attributes in structured documents
XPath Expressions

796
XPath Expressions
Understand how you can use XPath Expressions to navigate through elements in an XML document in
Adobe FrameMaker.
In this topic
• Introduction
• XPath Examples
• XPath toolbar
• XPath Builder panel
• XPath Auto-Suggest

Introduction
An XML document consists of a hierarchy of elements. An XPath expression is used to navigate through
elements and attributes in an XML document.

XPath Examples
Given the following XML file:
<topic id="abc">
<title>Using XPATH</title>
<body>
<p>Using XPATH is easy.</p>
<fig>
<image href="images/xpath.png"/>
</fig>
<section>
<title>Examples</title>
<p audience="novice">A simple example.</p>
<p audience="expert">An advanced example.</p>
<p audience="expert">Another advanced example.</p>
<fig>
<image href="images/xpath-axes.png">
<alt>This screenshot shows the XPATH axes</alt>
</image>
</fig>
</section>
<p>The End.</p>
</body>
</topic>
The following table contains a list of some XPath expressions for the XML example given above.

XPath Query Locates


/topic Returns the <topic> root element.
//title Returns any <title> element.

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XPath Query Locates
//section/title Returns only the <title> element that is a child of a
<section> element.
//p Returns any <p> element.
//p[@audience='expert'] Returns any <p> element where the @audience
attribute is set to expert.
//p[not(@audience)] Returns any <p> element where the @audience
attribute is missing.
//p[not(@audience='admin')] Returns any <p> element where the @audience
attribute is not of value admin OR is missing.
//p[text()='To start this Returns any <p> elements that start with the text string
process'] To start this process.
//p[contains(.,'button')] Returns any <p> element that contain the text string
button somewhere in the text.
//image[not(alt)] Returns any <image> element that is missing the <alt>
child element.

For more information on XPath, see http://www.w3.org/TR/xpath/

XPath toolbar
1) Choose View > Toolbars > XPath to open the XPath toolbar.

Figure 1: XPath toolbar


2) In the XPath field, enter the XPath expression and click the Run button.
The results of the query are shown in the XPath Builder panel.

798
XPath Builder panel

Figure 2: XPath Builder panel


The Query Builder is also a convenient interface to build XPath expressions. In the Query Builder, you
can create (using Auto-Suggest functionality) and run an XPath query.
You can also specify the Scope of the search:
• Current File
• All Open Files
• Folder
• DITA Map or Book. This option is available if you select a DITA Map or book in the Resource
Manager

XPath Auto-Suggest
The Auto-Suggest feature provides suggested components that you can add to the XPath expression as
you create the query.
For example, in the following XML:
<body>
<p>The quick brown fox.</p>
<p audience="admin">Jumped over the lazy dogs.</p>
</body>
1) In the Query Builder field start with entering a forward slash (/).
As soon as you enter the forward slash, the following suggestions display:

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Auto-Suggestions

2) Use the up and down arrow keys to select the option and press Enter to insert the component into
the query.
3) To add another element to the query, enter a forward slash.
Alternatively, to add an attribute, enter an opening square bracket ([).
The Auto-Suggest list contains the following components of an XPath query:

Element (orange indicator)


Elements at the current position in the current document.
Attribute (blue indicator)
Attributes at the current position in the current document.
Axes (green indicator)
An axis is a node definition relative to the current node. For example, parent, child, ancestor.
Click the drop-down list to the right of the Enable Auto-Suggest option and un-check the Axes
option to hide the available axes in the Auto-Suggest list.

NOTE: You can choose to disable the Auto-Suggest feature in the Query Builder.
Click the Save icon to save the current results of the XPath query.
RELATED LINKS:
Search in XML Source Code
Find/Change elements and attributes in structured documents
Search in XML with Complex Expressions

800
FIND AND CORRECT ERRORS IN DOCUMENT STRUCTURE

Find and correct errors in document structure


Understand how to find and correct errors in the document structure with Adobe FrameMaker.
An error in a structured flow can be a structure problem, such as an element in an invalid location, or an
invalid attribute, such as an attribute with a missing required value. In Structure View, when a collapsed
element has invalid content in its structure, the arrow on the right of the element name is red.
You can also validate a document to find errors. After you know where the errors are located, use the
Elements catalog and the Structure View as guides to help you correct them.
If you’ve made any formatting changes to text in elements, the elements perhaps do not conform to their
format rules.

Use the Structure View to find errors


Understand how to use the Structure View to find and correct errors in the document structure with
Adobe FrameMaker.
When an element doesn’t conform to content rules and attribute descriptions in the document’s
element definitions, the Structure View identifies the error for you.

Missing elements
If an element is missing one or more child elements required by the element definitions, a small red
hole appears on the vertical line where the child element should be.

Figure 1: At least one required child element is missing.


Elements at an invalid location
If an element is at a location not allowed by the content rules, the vertical line next to it is broken
from the position of that element to the end of the parent element.

Figure 2: The Para element is invalid at this location.

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FIND AND CORRECT ERRORS IN DOCUMENT STRUCTURE

Undefined elements
If an element is not defined for the document, its bubble is red. This sometimes happens if you have
pasted the element from another document.
Invalid attributes
If an attribute has an invalid value or is not defined for the document, it appears with a red x to the
left of the attribute name and its value is red.

Figure 3: The DraftVersion attribute is invalid


Attributes missing a required value
If an attribute does not have a value, no value appears to the right of the attribute name. If the
attribute requires a value, no value is red and a red hole appears to the left of it.

Figure 4: The XRefLabel attribute is missing a required value.

Validate a document
Understand how to validate a document and correct errors in the document structure with Adobe
FrameMaker.

In this topic
• Introduction
• How to validate a document
• Clear all special cases

Introduction
When FrameMaker validates a document, it searches for elements that do not conform to content and
attribute rules in the document’s element definitions. If FrameMaker finds an error, it selects the
element and describes the error.
You can validate an entire document, the current flow, or the current element. If you validate the current
element, FrameMaker does not check the descendants of the element’s child elements. For example, if

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FIND AND CORRECT ERRORS IN DOCUMENT STRUCTURE

you validate the <Section> element below, FrameMaker makes sure that the <Head> element, the
two <Para> elements, and the <List> element are valid, but does not check the <List Item>
elements in <List>.

Figure 5: Only the section’s child elements are validated


If the document has conditional text, only the versions that are showing are validated.
You can also validate an entire book including all its files, only the book file, or only the current element
in the book file.

How to validate a document


To validate a document, do the following:
1) Choose Structure > Validate. The Element Validation dialog is displayed:

Figure 6: Element Validation dialog


2) Select Entire Document/Book, Book Elements Only, Current Flow, or Current Element to specify
the scope of the validation.
3) To exclude missing elements or attribute values from the search, select Ignore Missing Elements
or Ignore Missing Attribute Values.

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FIND AND CORRECT ERRORS IN DOCUMENT STRUCTURE

If these settings are selected, FrameMaker does not look for places where a required child element
or a required attribute value is missing. Consider selecting these if you are not trying to build a com-
plete document yet.
4) Click Start Validating.
FrameMaker starts checking at the beginning of the current element. If you’re validating only the
current element, it checks the element with the insertion point or the selected element. If more than
one element is selected, it checks the first element in the selection.
5) If FrameMaker finds an error, click Start Validating again when you’re ready to continue validating.
The top of the Element Validation dialog box shows the name of the element and a brief message
about the problem.
You can correct the error, ignore it, or click Allow As Special Case. If you mark it as a special case,
FrameMaker won’t identify the error the next time you validate the document.
6) Repeat step 5 until FrameMaker does not find any more errors.
When FrameMaker reaches the end of the document, it returns to the beginning and continues vali-
dating. When FrameMaker reaches the end of a flow, it continues to the next one.
NOTE: When validating a book, FrameMaker tells you if a file in the book has invalid content, but for a
more detailed evaluation, you must open and validate the file.
Validation of the elements in an EDD includes attributes in if-then clauses. For example, suppose that the
possible values of an attribute are A or B or C, and a context rule says If [attrval = "D"]. This is
flagged as an error and reported as an invalid structure when the element definitions are imported.
Similarly, if an element’s text formatting rules or prefix/suffix rules use attribute names in the context
specifications, the attribute name and case must match the attribute definition in the element’s defini-
tion.
If an attribute’s value is changed to the same value it previously had, the action is not flagged as a change.
This enhances performance by eliminating unnecessary value checking.

Clear all special cases


1) Choose Structure > Validate.
2) Click Clear Special Cases. FrameMaker clears the special cases in the document, the flow, or the
element—whichever scope is selected in the dialog box.

Validation error messages


Understand the validation error messages when validating a structured document with Adobe
FrameMaker.
The following error messages can appear at the top of the Element Validation dialog in Adobe
FrameMaker.

Current flow is unstructured


The current flow does not have elements in it.

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FIND AND CORRECT ERRORS IN DOCUMENT STRUCTURE

Element is undefined
The element is not defined in the document. You perhaps copied this element from another docu-
ment.
Missing element before <element>
At least one required element is missing before the specified element.
More contents required at end
At least one more child element is required at the end of the current element.
No current element
There is no insertion point or selection.
This message appears when the scope is set to Current Element.
No current flow
There is no insertion point or selection.
This message appears when the scope is set to Current Flow.
Not highest-level element
The element is not permitted at the highest level in the document.
<TEXT> not permitted in this element
The element contains text, but text is not allowed.
<TEXT> not valid at this position
The element is allowed to have text but not at this location.
The @attribute refers to an undefined ID value
The attribute is an ID Reference and refers to a Unique ID value that doesn’t exist in the document
(or in the book, if you’re validating a book).
The @attribute is undefined for this element
The definition of this element does not include this @attribute.
This element should be a type
The element is the wrong type, where type can be graphic, marker, cross-reference, equation, or
system variable. For example, a cross-reference element sometimes consists of text instead of a
cross-reference.
Value must be a type for @attribute
The attribute value is the wrong type for the attribute.
Value for @attribute must be in the range from n to n
The attribute’s numeric value is out of the specified range.

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FIND AND CORRECT ERRORS IN DOCUMENT STRUCTURE

Value for @attribute is not one of the allowed choices


The attribute’s value must match a value from the drop-down list of valid choices.
Value for name attribute must be unique
A Unique ID value must be unique for all elements in the document or book.
Value required for name attribute
The attribute does not have a required value.
<element> excluded in this element
The <element> is not allowed because of an exclusion rule for the parent or one of its ancestors.
<element> not permitted in this element
The <element> is not allowed anywhere in the parent element.
<element> not valid at this position
The <element> is allowed in the parent element but not at the current location.

Correct errors in elements


Learn how to fix XML validation error messages with Adobe FrameMaker.
After you have identified errors in elements and attributes, use the Elements catalog and Structure View
as guides for correcting them:
• To correct an element in an invalid location, move the element to a valid location, or change it to
an element that is valid for its current location.
You can select an invalid element in the Structure View. If you are validating, FrameMaker selects
the element for you.
When the element is selected, the Elements catalog shows which elements are valid at that location.

Figure 7: li (List Item) is valid at this location


• To correct an element with invalid contents (with the text snippet INVALID CONTENT), change it
to an element that allows those contents.
• To correct a structure with a missing child element, insert the required element.

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FIND AND CORRECT ERRORS IN DOCUMENT STRUCTURE

You can click where an element is missing, or if you’re validating, FrameMaker places the insertion
point there for you. When the insertion point is at the location of the missing element, the Elements
catalog shows which elements are valid at that location.

Figure 8: Elements Catalog showing the valid element to enter at a location


• To correct an invalid attribute value, change the value to one that is valid for the attribute.
• To remove an undefined attribute, select the element with the undefined attribute, open the Attri-
butes dialog box, select the attribute, and click Delete Attribute. In the next dialog box that
appears, remove the attribute for the current element or for all elements that have the attribute.
• To resolve a cross-reference with an invalid ID, select the cross-reference, choose Insert >
Cross-Reference, and change to a source that has a valid ID.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

Getting started with Structured Applications


Learn how to get started with Structured Applications, the significance of formatting in the Structured
Application
In unstructured FrameMaker, setting up an authoring environment requires only a template file. The
template file defines the formats and the styles and a style guide defines how to work correctly with the
template. In Structured FrameMaker, you require more than just a Structured Template.
To establish a basic structured authoring environment in FrameMaker, you require an EDD or a DTD. You
can create custom EDDs and DTDs or use off-the-shelf EDDs and DTDs. Additionally, you need to link the
element definitions with formatting information. You can link elements in the EDD to formatting in three
ways:

Formatting template
You can assign formatting based on the various tags (paragraph styles, character styles, and so on)
in a template. If you already have a formatting template, you can reuse information in that
template.
Format change lists
You can create named formatting definitions in the EDD. The format change lists let you provide
partial formatting specifications and inherit the rest from a few base paragraph styles. You can
reuse format change lists for related elements.
Embedded formatting
You can specify formatting by writing the formatting into each element definition.

After you create the EDD and the formatting, you combine the two components to create a single Struc-
tured Template. To create the Structured Template, you open the formatting template and import
element definitions (File > Import > Element Definitions) from the EDD. The resulting file is your Struc-
tured Template.
Apart from the EDD and the Structured Template, you also need:

read/write rules
The read/write rules control translation from FrameMaker structure to XML and back. Specifically,
read/write rules help manage table translation and other complex formatting.
Structured Application
The Structured Application lists all of the component files in your structure implementation and
provides configuration information. For example, you can use the Structured Application to specify
whether and how to export conditional text tagging.

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Structured Templates
All FrameMaker Structured Applications require a Structured Template. Structured FrameMaker
templates contain definitions of all the elements that can be used in the document as well as the docu-
ment’s page layout and formatting.
Structured Templates are like unstructured templates with the most obvious difference being the
Elements catalog.
The Elements catalog displays the element definitions defined in the EDD. To create a structured docu-
ment as a first step, you import the definitions from either an EDD or a DTD. The element definitions in
an EDD or DTD are populated in the Elements catalog. You use the Elements catalog to insert valid
elements in your document and build a structure that complies with the rules in the EDD.

Content analysis
The term content analysis describes a process in which you review existing documents to understand
how they are designed and what implicit structure they contain. Begin your analysis by making a list of
the documents your organization produces. Your list might include user guides, reference guides, white
papers, tutorials, training manuals, and online help. Make a list of the major components for each docu-
ment type. For each component, list whether the item is required, optional, and how often it occurs in
that document. The following table shows a high-level analysis for a book:

Component Requirement Occurrence

Front matter Mandatory 1


Table of contents Mandatory 1
Preface Optional 0 or 1
Chapter Mandatory 2 or more
Appendix Optional 0 or more
Glossary Optional 0 or 1
Index Mandatory 1

For major components, such as lessons (for training manuals) or chapters (for books), work your way
down the document hierarchy into smaller and smaller chunks, until you reach the bottom level of the
hierarchy.
You must do a content analysis for every document type you want to create in your structured environ-
ment. Once you have developed a content model for each document, you can look for opportunities to
refine the model and reuse names. For example, suppose that a Help deliverable consists of topics and
the chapters in a book also consist of topics. If you create a Topic element that is usable for both printed
and online materials, you can minimize the number of elements in your structure definition and perhaps
reuse information in both output formats.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

Printed Topic Online Topic Combined Topic

Topic Topic Topic


Title Title Title
Para Para Para
Steps Steps Steps
Can contain Para, List, Table, Can contain Para, List, Table Can contain Para, List, Table,
Graphic, Note Graphic, Note
RelatedTopics RelatedTopics

It’s unlikely that your documents are perfectly consistent. You need to decide whether to create a struc-
ture that is loose (allowing many variations) or strict (very few variations are permitted). You will have
problems at both ends of the spectrum:
• A very loose structure is quite complex, and can be difficult to maintain because so many variations
are permitted.
• A very strict structure may disallow element combinations that are needed.
It’s very difficult to find the right balance between these two extremes. One approach is to allow varia-
tions only where they add value.
NOTE: A similar problem occurs when creating unstructured FrameMaker templates. You want to mini-
mize the number of tags that must be maintained while providing all of the tags that are needed to create
your content.
Once the analysis is complete, you can decide whether to use an existing structure or to build your own.
Numerous XML implementations are available; DocBook and the Darwin Information Typing Architec-
ture (DITA) are specifications used for technical documentation. Standard structures are also defined for
military documents (mil-specs or mil-standards), aircraft maintenance manuals, and others. The
following table describes some of the factors that influence whether you will use a standard specification
or build your own structure.

Use a standard Build your own

You are required to deliver content that follows You want to create a structure that matches your
the standard. For example, many U.S. military content analysis precisely.
contractors are required to deliver
documentation that follows a published standard
Your content requirements closely match an Your content analysis indicates that your
existing structure. You only need to make information does not match existing structures
minimal changes to the standard structure. very well.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

Use a standard Build your own


You do not want to spend a significant amount of The structure needs to match the content
time building a structure, and you are willing to precisely.
change the organization of your content to fit it A longer implementation period is an acceptable
into an existing structure. cost to ensure you can build exactly what you
need
You do not have the technical expertise or You have resources available, whether in-house
resources available to build your own structure. or as consultants, who can build the structure.

Elements
The basic building blocks of structured documents are elements. Elements represent pieces of a docu-
ment's content (its text, graphics, and so on) and together make up the document's structure. Elements
can be simple elements or complex elements.
A simple element in XML contains just text. A complex element can have attributes and can:
• be empty.
• contain other elements.
• contain only text.
• contain both elements and text.
Elements can have values within a specified range of valid values.
All structured documents in FrameMaker use elements. Each element has a name, such as <section>,
<title>, or <p>. The elements that are available are determined by the document element definitions.

Attributes
Attributes supply additional information about an element. For example, the DTD designer for a manual
could use an attribute called version for its book element to allow the user to specify a book’s revision
status. In FrameMaker, the attributes for an element are a part of the definition of the element itself. In
XML or SGML, the attributes of an element occur separately in an attribute definition list declaration
(ATTLIST) in the DTD.
Attributes can have a default value or a fixed value. Attributes can also be either mandatory or optional.
For example, if you have a topic element, the topic ID could be a mandatory attribute for topics being
cross-referenced. You can also have value ranges for attributes or enumerate the legal values for an attri-
bute.

Element rules
Following seven rules control how the elements are used in terms of their sequence, number of occur-
rences, and group.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

All
Indicates that child elements can appear in any sequence but must appear at least once.
Choice
Indicates one or the other child element can occur.
Sequence
Indicates the order in which the child elements appear.
minOccurs
Indicates the minimum number of times a child element can occur.
maxOccurs
Indicates the maximum number of times a child element can occur.
Element Groups
Elements can be grouped under a group declaration.
Attribute Groups
Attributes can be grouped under an attributeGroup declaration.

XML schema
An XML schema defines the legal building blocks of an XML document. Unlike the EDD, DTDs and schema
files do not provide formatting information.
XML schemas define the following:
• List of elements that can appear in a document
• Attributes that can appear in a document for an element
• Hierarchy of elements—which elements can appear as child elements
• Sequence of child elements
• Number of child elements
• The data types for elements as well as attributes
• Default and fixed values for elements and attributes

XML namespace
XML namespaces allow the same document to contain XML elements and attributes taken from
different vocabularies, without naming collisions.
Opening or importing a schema
You can import an XML document that references a schema file, and you can specify a schema file
in your Structured Application to use for validating a document upon export to XML.
To specify a schema file for use in exporting to XML, modify the structapps.fm file. The element
schema, a child of the <XMLApplication> element, specifies the schema file path for export.

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Create an EDD
Learn how to create EDDs in FrameMaker by choosing an appropriate strategy.
An EDD is a structured document. Use the structured editing features to create and edit the EDD.
The EDD contains both structural rules for the document (Document Type Definition or DTD) and styling
rules, which dictate how elements of a specific type are styled. An application developer generally
creates the EDD from an existing DTD file or from scratch. For more information, see the Structured
Application Developer Reference guide.
Following are the basic steps to get started with structured authoring in FrameMaker.

Analyze requirements
Before building the proposal template, analyze existing proposals to identify their components. Based on
this analysis, you create a content map. The proposal example results in the following sequence:
1) Title
2) Executive summary: Title, One paragraph
3) Project description: Title, One or more paragraphs
4) Cost: Title, One or more paragraphs
5) Schedule: Title, One or more paragraphs
NOTE: You could probably build the EDD for this simple example without formal content analysis. For
larger projects, though, content analysis is critical.

Choose an EDD strategy


You can build an EDD in multiple ways:
• Create the entire EDD yourself.
• Import a DTD or schema to create an EDD that contains structure definitions.
• Use a conversion rules table to structure an existing sample document. Then create a first draft of
the EDD that contains basic element definitions and formatting that matches your unstructured
template.
• Modify an existing EDD—one of the samples supplied with FrameMaker or an EDD from another
source.

Build the proposal EDD


Based on the content analysis, you can now create the proposal EDD.
1) Make sure you are in Structured FrameMaker. To switch from unstructured to Structured
FrameMaker, choose File > Preferences > General. In the Product Interface drop-down list, select
Structured FrameMaker. Close and restart FrameMaker.
2) Choose Structure > EDD > New EDD to create an EDD file. Default elements are inserted in the EDD.
NOTE: The EDD is itself a structured FrameMaker document. You use the same guided editing envi-
ronment to create the EDD that you use to edit other structured documents.
3) Choose Structure > Structure View to display the Structure View panel.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

4) Create the top-level <Proposal> element. Position your cursor to the right of the Tag bubble in
the Structure View, and type in Proposal. As you type, the letters appear in both the Structure View
and the document window.
5) Open the Elements Catalog.
6) In the Structure View, click to the right of the red box (which indicates that additional information
is required). Notice that the contents of the Elements catalog change because of the new cursor
location. In the Elements catalog, select Container and click Insert. The <Container> element
and a child <GeneralRule> elements are inserted. The general rule specifies which elements are
allowed inside the proposal element. During the content analysis, you identified the following: title,
executive summary, project description, cost, and schedule.
7) Type a general rule for <Proposal>: Title, ExecSummary, ProjectDescription,
Cost, Schedule
NOTE: Element names cannot contain spaces.
8) Insert a <ValidHighestLevel> element as a sibling of the <GeneralRule> element. To do
so, click underneath the <GeneralRule> element to position your cursor, click the
<ValidHighestLevel> element in the Elements catalog, and then click Insert.
The <Proposal> element is complete. You must now provide definitions for each of the child elements:
<ExecSummary>, <ProjectDescription>, <Schedule>, and <Cost>.

Define child elements


1) Position your cursor at the bottom of the structure.
2) Using the Elements catalog, insert an Element bubble. Name the element <ExecSummary>, make
it a container, and specify the following as the general rule: Title, Para+
3) Repeat step 2 to define the remaining elements. The general rules are shown in the following table:

Element General Rule

ProjectDescription Title, Para+


Cost Title, Para+
Schedule Title, Para+
Title <TEXT>
(Type the word TEXT with angle brackets around it.)
Para <TEXT>
(Type the word TEXT with angle brackets around it.)

4) Save your EDD file as proposal_EDD.fm.

Add formatting to the EDD


You have now built an EDD that provides the structure for a simple proposal. However, when you type
content, no formatting is applied.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

The following section describes how to provide formatting, and how to automatically insert the correct
text for the various titles. By default, text uses the Body paragraph style.

Change the Body element definition


1) In structured_proposal.fm, choose Format > Paragraphs > Paragraph Designer and change
the default definitions of the Body and Heading1 paragraph styles. For example, change the font
or place a line above the Heading1. To make your changes obvious, you may also want to assign
unique colors to the two tags.
2) In proposal_EDD.fm, modify the <Para> element definition to include a formatting rule. To
specify that <Para> should always use the Body paragraph style, click under the <General-
Rule> element, add a <TextFormatRules> element, and then add an <ElementPgfFor-
matTag> element. Type Body as the text for the <ElementPgfFormatTag> element.
For the <Title> element, you need more complex formatting rules. <Title> should automati-
cally display section titles, such as Executive Summary, Project Description, and so on. You must
write a context rule that specifies what text to display for each type of heading, and specify that
<Title> uses the Heading1 paragraph style.
3) In proposal_EDD.fm, modify the <Title> element definition to use the Heading1 paragraph
style. Add the same <TextFormatRules> and <ElementPgfFormatTag> elements as you
did for the <Para> element.
NOTE: Like the paragraph styles, the information you enter is case-sensitive and space-sensitive. For
example, “Heading1” is not the same as “heading1” or “Heading 1.”
Next, add a prefix rule to the <Title> element. Prefix rules let you specify text that should appear at
the beginning of the element. Based on the <Title>’s position, you’ll specify which text should be
displayed.

Add a prefix rule


1) Position your cursor in the <Title> element to insert a child of <Container> after <TextFor-
matRules>.
2) Insert a <PrefixRules> element.
3) Insert a <ContextRule> element. The <If> and <Specification> elements are inserted
automatically. For the <Specification> text, type ExecSummary.
4) Position your cursor underneath the Specification element and insert a Prefix element.
5) For the Prefix element text, type: Executive Summary
6) Repeat steps 3–5 for the other elements that need titles—<ProjectDescription>,
<Schedule>, and <Cost>—and insert the appropriate text for each prefix.

Test the results


1) Save the EDD.
2) Import the element definitions into your structured_proposal.fm file to test the results.
Each section should display the title text you’ve specified.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

Test the EDD


To test the EDD, you import it into a document and then verify that you can create the structure you
expect. At this point, the document does not have any formatting, but you can still verify the structure.
1) Create a new, blank, portrait document by selecting File > New > Document, and then click Portrait.
2) Make sure that the EDD and the new document file are both open. From the new document,
choose File > Import > Element Definitions. In the Import from Document drop-down list, select
the proposal_EDD.fm file and click Import.
NOTE: If your EDD is not displayed in the list, make sure that the EDD file is open and that you have
saved it. Until you save a document, it is not available in this list.
The structure definitions in your EDD are imported into the blank document. To verify that the defi-
nitions were imported, position your cursor in the main text flow and then display the Elements cat-
alog. You should see the <Proposal> element.
3) Insert a <Proposal> element. The <Title> element, which is required as the first child of
<Proposal>, should now appear in the Elements catalog.
4) Insert the <Title> element. Continue inserting elements until your proposal structure is
complete.
NOTE: If your structure is incorrect, go back to your EDD, correct it, and then re­import the element
definitions. For more information, see the Structured Application Developer Reference guide.
5) Save your file as structured_proposal.fm.

Create a DTD from an EDD


Learn how to create a DTD (Document Type Definition) file from an EDD (Element Definition Document)
file with Adobe FrameMaker.
DTDs or Document Type Definitions define the elements that you can include in a structured document.
It defines the elements, their attributes, order of elements and what elements can contain other
elements.
1) Open the EDD.
2) Add the <StructuredApplication> element, then type in the name of the XML application
that you created in the previous section.
3) Choose Structure > DTD > Save as DTD.
4) Enter a filename. Ensure that you specify the .dtd file extension.
If your EDD is valid, you should not see an error log. However, it is possible to build SGML-style gen-
eral rules in FrameMaker that are not permitted in XML.
5) A message dialog box provides you with information that FrameMaker has finished writing the DTD.
6) Open the DTD. If you have not specified the <StructuredApplication> in step 2, you can
select it from the Use Structured Application dialog that is displayed.
The DTD is now ready to be used.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

Build a Structured Application


Learn how you can build a Structured Application in FrameMaker.
To enable XML import and export for structured proposals, you need to set up a Structured Application,
which lists the components of the structured authoring environment.
First, you need to create a document type definition (DTD) that matches the EDD.

Create a DTD
1) Open the proposal_edd.fm file in Structured FrameMaker.
2) Choose Structure > DTD > Save As DTD. Specify the filename (proposal.dtd) and where you
want to save the file, and then click Save.
3) In the Use Structured Application dialog box, leave the default selection, <No Application>,
and click Continue.
4) In the Select Type dialog box, select XML and then click OK. The DTD file is written out to the loca-
tion you specified.
You also need a Structured Template that contains formatting and EDD information.

Create a Structured Template


1) Open the structured_proposal.fm file.
2) Delete all content from the file. A Structured Template must be empty.
3) Save the file as proposal_template.fm.
Now, you are ready to configure the Structured Application.

Configure the Structured Application


1) Choose Structure > Application Definition > Edit Application Definitions. This command opens the
structapps.fm file—in which application definitions are stored—from the following location:
%appdata%\Adobe\FrameMaker\<version>\
NOTE: Like the EDD, the application definition file is itself structured.
2) Insert an <XMLApplication> element as a child of the <StructuredSetup> element.
3) Type Proposal for the application name.
4) Insert a DTD element and specify the following as the DTD element text:
$STRUCTDIR/proposal/proposal.dtd
5) Insert a Template element and specify the following as the Template element text:
$STRUCTDIR/proposal/proposal_template.fm
6) Choose File > Save to save the structapps.fm file.
7) Choose Structure > Application Definition > Read Application Definitions to update FrameMaker
with the new application definition.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

NOTE: To verify that the application is installed correctly, choose Structure > Set Structured Appli-
cation to display the Set Structured Application dialog box. If you set up the applications definitions
correctly, Proposal appears in the drop-down list object.
Finally, you need to copy the application files into the directory where the Structured Application defini-
tion expects them.

Copy the application files


1) Locate your FrameMaker installation folder using the file explorer, and navigate to the Struc-
ture\xml folder.
2) In the xml folder, create a proposal folder.
3) Copy the proposal.dtd and proposal_template.fm files into the proposal folder.

Build structure files


Learn how you can build a Structured Application in FrameMaker.
Decide whether to use an existing standard or create your own structure.

Create structure files without using an existing standard


1) In FrameMaker, create an EDD that matches your structure requirements.
2) Test the EDD to verify that the structure definitions are correct.
3) Add formatting to the EDD, and test the EDD to verify that the formatting works correctly.
4) Create a DTD from the EDD.
You now have the two structure definition files you need—one for FrameMaker (EDD) and one for XML
(DTD).

Use an existing standard


1) Obtain a copy of the standard files, and modify the provided DTD or schema file to match your
requirements.
2) Open the completed structure file in FrameMaker to create an EDD, and add formatting to the EDD.
Once you have your structure definitions, you need to set up the Structured Application.

Set up the Structured Application


1) Choose Structure > Application Definition > Edit Application Definitions to open the struct-
apps.fm.
2) Add a new application definition to the file with pointers to your EDD and DTD/schema files.
After setting up the application, you’ll want to fine-tune the import/export settings.

Using the Structured Application Designer


The Structured Application Designer allows you to create a Structured Application.

818
GETTING STARTED WITH STRUCTURED APPLICATIONS

To launch the Structured Application Designer, click Structure > Structured Application Designer. The
Structured Application Designer is displayed:
Structured Application Designer

1) Select a base Application on which the new application is based. To load a new set of base applica-
tions, click Load Applications and select the relevant Structured Application file. The list of applica-
tions is automatically populated from the selected Structured Application file.
2) Optionally, enter the DTD, the RW Rules (Read/Write Rules) file, the EDD, and the Template file,
along with the DOCTYPES specifications.
3) Enter the new Application Name.
4) By default, the application is saved in the structapps.fm file in your application directory. To
change the filename, click Save As and select or enter a new filename.
5) Optionally, to set advanced settings, click Advanced Settings and make your desired selections.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

To create a Read/Write Rules file, based on an existing DTD, specify the DTD and click New from the RW
Rules section. The Rule File Maker… is displayed.
NOTE: If you do not specify a DTD, an empty Read/Write Rules file is created. You can then add rules using
the Rule File Maker.
• To update an existing Read/Write Rules file, select the file and click Update. Make your changes in
the Rule File Maker.
• To generate a new EDD, select the DTD and click new from the EDD section. All elements are loaded
in the EDD interface. From the EDD interface, you can select <Element Paragraph Format
Tags> for every element.
• Click Import Format settings to import format settings from another EDD.
• Click Save to save your changes or Reset to roll back to the last saved state.
• To update an EDD, select the EDD and click Update.
• To generate a new template, select the corresponding EDD file and click New from the Template
section.

Fine-tune the import/export settings


1) Set up a Read/Write Rules file with the necessary mappings, and set up XSL transformation files
with any additional changes.
2) Add a reference in the Structured Application definition to the Read/Write Rules file and the XSL
transformation files.
3) Add any other required configuration settings, such as handling of conditional text and external
cross-references, in the Structured Application definition.

Using the read/write Rule File Maker


FrameMaker includes a powerful read/write Rule File Maker that helps you author rules easily. This helps
simplify rule generation, since you have all the settings at one place, and do not have to remember any
rule syntax.
To launch the read/write Rule File Maker, choose Structure > Read/Write Rules > New Read/Write
Rules. Select the Launch Rule File Maker option and click OK.
NOTE: Optionally, you can specify the DTD to be used when creating the rules.

The Rule File Maker dialog is displayed as follows:

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GETTING STARTED WITH STRUCTURED APPLICATIONS

Rule File Maker

The Rule File Maker has two basic sections:


• Import-Export Settings: These settings are applicable for the reading and writing operation.
• Export-Only Settings: These settings are not covered in the Import-Export Settings and are only
applicable for the writing operation.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

The Import-Export Settings section is divided into four sections:


1) Markup Elements: Allows editing of all markups present in the specified DTD. To see a list of all
elements, select select from DTD from the value drop-down. FrameMaker then displays a list of
elements. You can select multiple elements from the list and click OK to insert the selected
elements into the read/write Rule File Maker.
2) Global Settings: Displays the list of settings that are applied to ALL elements globally.
3) Entities: Displays the list of all entities that are present in the DTD.
4) Advanced Settings: Contains advanced settings for Books and Character Maps.
The Export Only Settings section is divided into three sections:
1) FrameMaker Objects: Lists the type of FrameMaker Objects present. In addition, each FrameMaker
Object category lists the markups mapped as that object. For example, if you map markup M1 to
the FrameMaker table object in the Import-Export Settings section, the table list in the "Export Only
Settings" section displays the markup M1.
2) Global Settings: Displays the list of settings that are applied to ALL elements globally.
3) Advanced Settings: Contains advanced settings for SGML, DITA, Variables, and Character Maps.
When saving the rules, FrameMaker saves only the elements and the rules that have been modified
(modified elements have their values marked in bold, on the right pane). Default behaviors are not saved.

Test XML round tripping


Know how to test XML round tripping in FrameMaker.
Once you have configured the Structured Application, you can test the XML round tripping.
1) Create a valid Structured Proposal in FrameMaker.
2) Export the FrameMaker file to XML. To do so, choose File > Save As and select XML as the output
format. If prompted, select the Proposal application.
3) Open the exported XML file in a text editor or an XML editor and verify that you have a valid XML
file.
4) In an XML or a text editor, modify the file you just exported. You can also create an XML file that
validates against the proposal DTD. Save the new XML file.
5) In FrameMaker, open the XML file. Verify that the XML file imports correctly and that formatting is
applied automatically.

Configuration File Settings editor


Every Structured Application has a configuration file that defines the behavior of the Structured Applica-
tion. Learn how to use the Configuration File Settings editor in FrameMaker.
Every Structured Application may include an XML configuration file. The configuration file is optional and
contains attributes and their suggested and default values. To call the editor, choose Element > Launch
Config File Maker.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

When opening a Structured Application, FrameMaker reads the corresponding configuration file (if it
exists) and populates the attribute values automatically.
The Attributes editor allows you to change these values, when using the Structured Application.
The Configuration File Settings dialog is displayed:

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GETTING STARTED WITH STRUCTURED APPLICATIONS

Configuration File Settings

• To load an existing configuration file, click Load Configuration File and select the file.
• Set the configuration values as desired. Click the value column of the choice or default to be
changed and enter the new value.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

• To insert a new choice, right click the row above which the choice is to be placed, and select Insert
Above.
• To delete a choice, right click the choice and select Delete.
• To save the configuration, click Save.
• To save the configuration as a new configuration file, click Save As and enter the new filename.

XML with Cascading Style Sheets


Understand the relationship between an XML document and Cascading Style Sheets (CSS) in Structured
FrameMaker.
When an XML document is opened in Adobe FrameMaker, FrameMaker processes the Cascading Style
Sheets 3 (CSS2) by mapping the CSS information to appropriate EDD rules in the EDD document.
The following scenarios describe the processing of CSS 3 in FrameMaker:
• Open an EDD in FrameMaker. Choose Structure > Import CSS Styles. FrameMaker checks whether
the current document is an EDD. If so, the Open dialog box appears and you can specify the CSS file.
The CSS is then imported into the EDD. You can then import the element definitions from the EDD
into a template to use when you open an XML file. If the EDD contains formatting rules, the CSS
properties are appended to the existing rules if the properties are unique. Alternatively, the CSS
properties you import will overwrite the existing formatting rules of the EDD. You can also export
XML style information to an EDD for all elements in a document that use the CSS 3 format, using
the Generate CSS2 option in the Structure menu.
• When you open an XML file that is associated with a style sheet (using an XML Stylesheet PI),
FrameMaker reads the DTD and the style sheet associated with the XML document, and then
generates a temporary template to use for opening the XML file. However, if a template is already
specified in the Structured Application (used to open the XML file), FrameMaker uses that template
to open the XML file and will not generate any new template from the DTD and style sheets.
NOTE: An XML file opened in FrameMaker can contain multiple CSS files. FrameMaker supports the
author’s style sheet only, and not the user’s style sheet.

Import CSS 3 element styles into an EDD file


You can import element formatting from CSS 3 into EDD to ensure consistent formatting across different
XML applications. The CSS file can be referenced in the XML document or manually imported. Multiple
CSS files can be imported sequentially for multi-level formatting.
When importing element styles, FrameMaker retains the context information (element property or
selector) from the CSS and imports it into the appropriate EDD contexts.
NOTE: FrameMaker imports style information only at the element level.

You can also set CSS preferences in XML using Structured FrameMaker. For more information, see the
Developing Structured Applications with Adobe FrameMaker.
1) Open the EDD file in Structured FrameMaker.
2) Choose Structure > Import CSS Styles. The Import CSS dialog box appears.
3) Select a CSS file, and click Open.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

4) If the Structured Application element in the EDD file doesn’t define an application name, the Use
Structured Application dialog box appears. Select the Structured Application that was used to
create the EDD file. Click Continue.
The CSS file is imported into the EDD file.
NOTE: If the EDD already contains formatting rules, the CSS properties are appended to the existing rules.
If the CSS properties overlap some of the existing rules, the CSS properties replace the existing rules in
the EDD. The EDD doesn’t support all properties and selectors defined in CSS 3.0. If a property or selector
in the CSS file can’t be mapped to an equivalent EDD rule, that property or selector is ignored. No error
is displayed when this happens, and no error log is created.
After importing the CSS styles, you can import element definitions from the EDD into a template and use
the template to open an XML file.
As an alternative to the CSS import process, you can use FrameMaker to open an XML file that already
has CSS styles associated with it. When you open the XML file, FrameMaker reads the DTD and CSS files
and generates a temporary template that is used to open the XML file.

Export CSS for a FrameMaker XML file


You can export XML style information available in your document for all elements using the Cascading
Style Sheets 2 (CSS2) format, to an EDD file. You can then import these CSS Style definitions from the EDD
file to new XML files. Cascading Style Sheets let authors attach styles, such as fonts and spacing, to struc-
tured XML files. CSS2 format is a W3C standard.
When you choose the Generate CSS2 command, styles from well-formed structured documents are
generated, based on the formatting information available in the EDD associated with the source docu-
ment. FrameMaker exports style information only at the element level. For example, if you apply a style
to only one particular word in the Text element, that one instance of style is not exported.
You can set CSS2 preferences in the XML application. For example, you can determine whether the CSS2
file is automatically generated when you export to XML. For more information, see .
1) Open the template or document with an associated EDD in Structured FrameMaker.
2) Choose Structure > Generate CSS2….

XML with Schema


Understand what XML with schema is, and understand the schema workflow in Adobe FrameMaker.
Adobe FrameMaker allows you to import XML markup documents that are associated with W3C's XML
Schema language. FrameMaker automatically creates a DTD and EDD from the schema. FrameMaker
validates the document structure against the associated schema upon both import and export to XML,
but does not retain all schema information upon export.
For complete details of how an XML schema is mapped to a DTD, see the Structure Application Developer
Reference.
NOTE: XML schemas are read-only in FrameMaker, and you cannot export the EDD back to schema.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

Schema workflow
You can import an XML document that references a schema file, and you can specify a schema file in your
Structured Application, to use for validating a document upon export to XML.
1) For a specific XML document, you can include the path of the schema file in the XML using the attri-
butes @noNamespaceSchemaLocation or @schemaLocation depending on whether your
schema includes a target namespace or not.
2) To specify a schema file for use in exporting XML, modify the structapps.fm file. Use the
<Schema> element as part of the <XMLApplication> to provide the schema file path for
export.
3) Open the XML file in Adobe FrameMaker using a Structured Application. Edit it.
4) Save the XML using a Structured Application. The <Schema> element in the structapps.fm file
is output in the file and validation is performed against it.
In this workflow, a DTD is generated automatically as an intermediary file from the schema given in the
XML document, and you do not modify it. However, you can also use a schema file to generate an EDD.
See Generate an Element Catalog (EDD) from a Schema.

Changes to the Structure Application for Schema support


The new element <Schema>, a child of the <XmlApplication> element, specifies the path of a
Schema file in the structapps.fm Structured Application file. If instance documents use namespaces,
the property <Namespace> in <XmlApplication> must be set to true.
In order for a Structured Application to be selectable in the Use Structured Application list while
importing a document that is associated with a schema, the schema’s root element must be included in
the application’s <DOCTYPE> in the <XmlApplication> element.

Generate an Element Catalog (EDD) from a Schema


You can create an EDD from a schema definition, or import the elements from a schema definition into
an existing EDD. FrameMaker converts the schema definition to DTD first, and then creates or imports
elements to an EDD.
Use the following commands in the Structure > Schema menu:
• Open Schema…: This command converts a specified schema to DTD, and creates an EDD from the
DTD.
• Import Schema…: This command converts a specified schema to DTD, and imports elements from
the DTD into an existing EDD.
Each command opens a File Choose dialog box that allows you to specify the schema file, then a Save
dialog box in which you specify where to save the resulting DTD file.
1) In Structured FrameMaker, choose Structure > Schema > Open Schema….
2) Choose a schema file.
3) Choose a path for the DTD to be output.
4) Examine the resulting DTD and make any modification you want.

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GETTING STARTED WITH STRUCTURED APPLICATIONS

5) Create an EDD from the generated DTD, as described in the Structure Application Developer Refer-
ence.
6) Use this EDD to create a template that can be included in the Structured Application.
7) Provide your DTD path along with the schema location in the input XML. This will make sure that
FrameMaker works correctly with your template. Validation of input and output XML is still
performed against the schema.

View or edit XML namespaces


An XML namespace is a collection of names for specific element types and attribute names within an XML
document. The scope of a namespace extends beyond its containing document.
Because a single XML document can contain elements and attributes that can be used by multiple soft-
ware applications, you can use namespaces to differentiate which elements and attributes are to be used
by which applications. Software applications that process XML use namespaces to recognize which tags
and attributes they are designed to process.
Names from XML namespaces may appear as qualified names, which contain a single colon, separating
the name into a namespace prefix and a local part. The prefix, which is mapped to a Uniform Resource
Identifier (URI) reference, selects a namespace. The combination of the universally managed URI name-
space and the document's own namespace produces identifiers that are universally unique.
FrameMaker supports namespace usage for all elements in an XML document. When you import an XML
document containing namespaces, all namespace information is preserved.
You can view, edit, add, or delete namespaces to an XML document in Structured FrameMaker using the
Namespaces command. You can also use this command to view the definition of the prefix on an element
and select the element that defines the prefix.
By default, namespaces in FrameMaker are handled as namespaces, appearing in the Namespaces dialog
box. However, you can disable namespaces in the application and have them handled as attributes
instead, appearing in the Structure View.
1) Open the document in Structured FrameMaker.
2) Select an element in the Structure View.
NOTE: Elements that contain namespaces appear in Structure View with an asterisk (*) next to their
names.
3) Choose Element > Namespaces.
4) In the Namespaces dialog box, click Select Defining Element to view the namespace for the
selected element in the Structure View.
5) Make any desired changes to the Declared Namespaces, Prefix, or Path and then click Add,
Change, or Delete. To close without saving your changes, close the dialog box without clicking an
option.

828
CONVERT UNSTRUCTURED DOCUMENTS

Convert unstructured documents


You can convert unstructured FrameMaker files into structured FrameMaker files using Conversion
Tables. With Converstion Tables you can map paragraph styles, character styles, table styles, variables,
cross-references, markers, and images to corresponding XML elements.

FrameMaker provides a mapping feature to help you transfer your unstructured documents into struc-
ture. Your results depend on the following factors:
• Document consistency. Documents that implement a formatting template consistently, with few or
no formatting overrides, will convert better than documents that are full of overrides.
• Similarity between unstructured and structured documents. A new document structure that is
similar to the organization in the unstructured documents eases the conversion process.

Conversion workflow
The conversion process creates structured elements from FrameMaker formatting components, such as
paragraph styles, character styles, markers, cross-references, and table components.

Creating a Conversion Table from an unstructured Document


To begin the conversion process, select an unstructured document that is representative of your typical
content. Ideally, this document should contain examples of all of the formatting styles that would occur
in your documents. These tags should be shown in logical sequences (as they would occur in documents),
so a formatting template that shows examples of each paragraph style in alphabetical order is not a good
example document.
In the following example, an unstructured document with several paragraphs tagged with multiple para-
graph styles is given. This document will be converted to DITA with a Conversion Table.

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CONVERT UNSTRUCTURED DOCUMENTS

Figure 1: Example of an unstructured FrameMaker document tagged with paragraph styles


1) Open an unstructured document with a similar content and formatting structure shown in the illus-
tration above.
2) Import element definitions from the DITA 1.3 EDD into the example document.
3) Choose Structure > Utilities > Generate Conversion Table. The Generate Conversion Table dialog
opens:

Figure 2: Generate Conversion Table dialog


Choose Generate New Conversion Table, then click Generate.
FrameMaker scans the document and creates a list of the formatting components that occur in this
document. Tags that are defined in the formatting catalogs but not used in the document are not
included in the list.
FrameMaker creates a new document with a Conversion Table. A Conversion Table can look like
this:
NOTE: FrameMaker assumes that the name of a formatting component will be the same as the name
of the structure element.

Wrap this object or objects In this element With this qualifier

P:Title Title
P:Heading1 Heading1
P:Heading2 Heading2
P:Body Body

4) To test the Conversion Table, switch to your unstructured document again.


Choose Structure > Utilities > Structure Current Document. Select the conversion rules table docu-
ment in the drop-down list, and then click Add Structure.

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CONVERT UNSTRUCTURED DOCUMENTS

FrameMaker creates a new, untitled, structured document with the following flat structure which is
not DITA compatible yet. As neither the elements nor the hierarchical structure are DITA comliant
and as there is no Root Element set, all elements are marked in red.

Figure 3: Converting an unstructured FrameMaker document to structured FrameMaker document


5) Modify the Conversion Table to match the elements used by DITA:
– Map all heading paragraphs that are tagged in the unstructured FrameMaker document with
the paragraph styles “Title”, “Heading1”, “Heading2” into a title element. To change this
mapping, change the second column (“In this element”) to read title for all heading styles.
– Map all paragraphs with the paragraph style “Body” to the p element. To change this
mapping, change the second column (“In this element”) to read p instead of Body.
The modified table now looks like this:

Wrap this object or objects In this element With this qualifier

P:Title title
P:Heading1 title
P:Heading2 title
P:Body p

To test the conversion rules table, switch to your unstructured document again. Choose Structure >
Utilities > Structure Current Document. Select the conversion rules table document in the
drop-down list, and then click Add Structure.

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CONVERT UNSTRUCTURED DOCUMENTS

Running this Conversion Table on the unstructured document will give the following flat structure.
The elements are valid now, but the structure is not valid yet and no root element is set.

Figure 4: Converting an unstructured FrameMaker document to structured FrameMaker document – Step 1


6) To add additional DITA compliant structural hierarchy wrap groups of elements into parent
elements:
– Wrap all p elements (E:p*) into a body element.
– Wrap all title elements with qualifier H2 (E:title[H2]) followed by or many of the new
body elements into a new topic element and mark this new topic element with qualifier L2
(to remember it as “Level 2”).
In the unstructured document, this was the “section” beginning with a Heading2 style para-
graph.
To be able to distinguish between the three title elements during during the conversion for lat-
er wrapping into parent elements, we add the (temporary) qualifiers T, H1, and H2.
The modified table now looks like this:

Wrap this object or objects In this element With this qualifier

P:Title title T
P:Heading1 title H1
P:Heading2 title H2
P:Body p

832
CONVERT UNSTRUCTURED DOCUMENTS

Wrap this object or objects In this element With this qualifier

E:p* body
E:title[H2], body topic L2

To test the conversion rules table, switch to your unstructured document again. Choose Structure >
Utilities > Structure Current Document. Select the conversion rules table document in the
drop-down list, and then click Add Structure.
Running this Conversion Table on the unstructured document will give the following hierachical
structure. The elements are valid now, but the structure is not valid yet and no root element is set.

Figure 5: Converting an unstructured FrameMaker document to structured FrameMaker document – Step 2


7) Add additional entries to the Converstion Table to create more structural hierarchy and create the
root element topic:
– Wrap all title elements with qualifier H1 (E:title[H1]) followed by an optional (?)
body element, followed by zero or more (*) topic[L2] elements into a new parent topic
element.

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CONVERT UNSTRUCTURED DOCUMENTS

In the unstructured document, this was the “section” beginning with a Heading1 style para-
graph plus paragraphs and/or the Heading2 sections.
– Wrap the top title element (E:title[T]) followed by one or many topic elements into a
root topic element.
Our modified table now looks like this:

Wrap this object or objects In this element With this qualifier

P:Title title T
P:Heading1 title H1
P:Heading2 title H2
P:Body p
E:p* body
E:title[H2], body topic L2
E:title[H1], body?, topic[L2]* topic L2
E:title[T], topic* topic

Running the this Conversion Table on the example document will give this final topic structure:

834
CONVERT UNSTRUCTURED DOCUMENTS

Figure 6: Converting an unstructured FrameMaker document to structured FrameMaker document – Step 2


Save the newly generated document as a structured FrameMaker document (*.fm) or as an XML docu-
ment (*.xml).

Updating an existing Conversion Table with new rules


1) Make sure that the Conversion Table document is open. Open the file that contains additional
formatting components.
2) Choose Structure > Utilities > Generate Conversion Table. The Generate Conversion Table dialog
opens:

835
CONVERT UNSTRUCTURED DOCUMENTS

Select Update Conversion Table and select your Conversion Table document in the drop-down list.
3) Click Generate. FrameMaker scans the second sample document and adds additional formatting
components to the end of the conversion rules table.
4) Refine the added rules as required and save the updated conversion table.

Conversion rule examples


Learn the conversion rule examples to convert unstructured documents into structured in FrameMaker.
The order in which conversion rules are listed is significant. You must go from lower-level elements to
higher-level elements. For example, assume that you have the following mapping rules:

Wrap this object or objects In this element With this qualifier

G: image
P:alt alt
E:image, E:caption fig

The rule in which <image> and <alt> elements are wrapped into a <fig> element must occur after
the rules in which <image> and <alt> are created.
If you need to map several paragraph styles to the same element and then wrap them into different
parents, you use the third column for a qualifier. It’s common, for example, to have a ListItem element
that’s used for both bulleted lists and numbered lists. Once the bullet and step paragraphs are wrapped
in the ListItem element, you need a way to distinguish whether they belong in OrderedList or Unor-
deredList. To make this distinction, you use the qualifier column, as shown in the following example:

Wrap this object or objects In this element With this qualifier

P:Bullet li b
P:Step1 li st
P:Step2 li st
E:ListItem[b]+ ul
E:ListItem[st]+ ol

To specify the root element of a document, you can use the following:

Wrap this object or objects In this element With this qualifier

RE:RootElement topic

You can only specify one root element per Conversion Table.

836
CONVERT UNSTRUCTURED DOCUMENTS

Graphics and tables are often anchored into the preceding paragraph in the unstructured document.
When you structure the document, the Graphic and Table elements end up as children of the preceding
Para element.
If you want the Graphic element to be converted as a sibling of Para (shown in the preceding figure on
the right) rather than a child, use the “promote” command:

Wrap this object or objects In this element With this qualifier

G: image(promote)

837
CONVERT WORD DOCUMENTS TO DITA

Convert Word documents to DITA


Learn how to convert Microsoft Word documents into DITA documents and map.
FrameMaker allows you to migrate your existing Word documents (.docx) into DITA topic type docu-
ments. You need to specify the input and output folder locations along with other parameters and the
document gets converted into DITA document. Depending on the content, you could have a .dita file
and a .ditamap file.
To be able to convert a Word document successfully, your document should be well structured. For
example, your document should have a Title, followed by Heading 1, Heading 2, and so on. Each of the
headings should have some content in it. If your document is not well structured, the process might not
work as expected.
By default, FrameMaker uses the Word-to-DITA (Word2DITA) transformation framework. This transfor-
mation depends on the style-to-tag mapping configuration file. To be able to use the Word2DITA trans-
formation successfully, you must consider the following guidelines for preparing your Word document
for conversion:
NOTE: If you make any changes in the default style-to-tag mapping configuration file, then you must
update and use the guidelines confirming to your updated style mapping.
• Ensure that your document starts with a Title; this Title is mapped to the DITA map title. Also, the
Title must be followed by some regular content.
• After the Title, there should be Heading 1, Heading 2, and so on. Each Heading must have some
content in it. The Headings are converted into new Concept type topics. The hierarchy of the gener-
ated topics is as per the Heading levels in the document, for example, Heading 1 will precede
Heading 2, and Heading 2 will precede Heading 3 content.
• The document must have at least one Heading type content.
• Ensure that you do not have any grouped images. In case you have grouped images in your docu-
ment, ungroup all such images.
• Remove all headers and footers.
• Inline styles such as bold, italics, and underline are converted into <b>, <i>, and <u> elements.
• All ordered and unordered lists are converted into <ol> and <ul> elements. This also applies to
nested lists, lists within tables, notes, or footnotes.
• All hyperlinks are converted into <xref>.
• The filename of the converted files is based on the heading text followed by a file number.
To convert a Word document to DITA, perform the following steps:
1) Choose Structure > Utilities > Convert Word (.docx) to DITA.
The Convert Word (.docx) to DITA dialog box appears.

838
CONVERT WORD DOCUMENTS TO DITA

Figure 1: Word to DITA conversion dialog box


2) In the Convert Word (.docx) to DITA dialog box, provide the following:
– File: Path of the source Word file that you want to convert.
– Style to Tag Map: The mapping file used for conversion. The default mapping file is available
at the following location:
C:\Users\<username>\AppData\Roaming\Adobe\FrameMaker\17\X2DI-
TA\Word2DITA\style2tagMap.xml
You can add your customizations to the default mapping file. If you are using a file different
from the source mapping file, then update the path of the file in the Style to Tag Map location.
– Output DITA Files > Directory: Output location to save the converted DITA document. By
default, a DITA map file is created with the name of the source Word document. The topics
folder contains .dita files, which are created on the basis of the mapping file’s configura-
tions. The topics directory contains a media subdirectory, which contains all media files
used in the source Word document.
NOTE: See a video on Import Word content to DITA.

839
CONVERT MARKDOWN DOCUMENTS TO DITA

Convert Markdown documents to DITA


Learn how to convert Markdown documents into DITA documents and map.
FrameMaker give you a simple and straightforward method to convert your Markdown (.md) files to
DITA. To do so, you need to add your Markdown files to a DITA map as <topicref>. Then, use the
conversion feature on the map file to convert the Markdown files into DITA topic type documents.
To convert Markdown files to DITA, perform the following steps:
1) Create a DITA map file on your local drive.
2) Add your Markdown (.md) file to the map.
3) Choose Structure > Utilities > Convert Markdown to DITA.
The Convert Markdown to DITA dialog box appears.

Figure 1: Markdown to DITA conversion dialog box


4) In the Convert Markdown to DITA dialog box, provide the following:
IMPORTANT: Ensure that the input and output paths are on your local system. Specifying any network
location can result in conversion failure.
– File: Path of the source DITA map file that contains the Markdown file.
– Output DITA Files > Directory: Output location to save the converted DITA document.

840
STRUCTURED AUTHORING USING DITA

Structured authoring using DITA


Understand how structured authoring enforces a structure to a document you are authoring in Adobe
FrameMaker.
Structured authoring enforces structure to the authoring of documents. When you create a structured
document in FrameMaker, you are required to select a Structured Application on which you want to base
the document. The Structured Application defines the structure and formatting rules that are enforced
when creating your document. The Darwin Information Typing Architecture (DITA) is an open XML stan-
dard for structured authoring. When authoring in DITA, you can also use the DITA Open Toolkit (DITA-OT)
to publish output.

DITA Topics
DITA topics are the most granular units of DITA content. Each topic should be authored around a
single subject.
See the DITA specifications on DITA topics.
Information typing
Information typing is the practice of identifying types of topics that contain distinct kinds of infor-
mation, such as concepts, tasks, and reference information. Topics that answer different kinds of
questions can be categorized as different information types. The base topic types provided by DITA
(a generic topic, plus concept, task, and reference) provide a usable starter set that can be adopted
for immediate authoring.
See the DITA specifications on Information typing.
DITA Maps
The DITA map is like a table of contents listing and linking the topics. DITA maps assemble topics
into sequence and hierarchy. You can have multiple maps for the same topics, each one arranging
the topics e.g., for different output requirements, such as a reference manual, a tutorial, or Online
Help. A DITA map file has the extension .ditamap.
See the DITA specifications on DITA maps.
Bookmaps
A bookmap is a specialization of a DITA map. You can save a DITA map as a bookmap. In a bookmap,
highest-level <topicref> elements in your DITA map become chapters in the FrameMaker book,
containing any nested <topicref> elements. Formatting is determined according to which Struc-
tured Application you have selected for books in the DITA Options dialog box.
For details, see DITA bookmaps.
See the DITA specifications on Bookmaps.

RELATED LINKS:
DITA Open Toolkit

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STRUCTURED AUTHORING USING DITA

DITA topics
ditamaps

842
WHY DITA

Why DITA
Understand how DITA changes the way content is created, stored, managed, and consumed in
FrameMaker.
DITA changes the way content is created, stored, managed, and consumed. It also changes the tools that
are used and the way authors have to think about content.
In this topic
• Content reuse and modularity
• Multichannel publishing
• Ease of authoring and publishing
• Minimalism in content
• Reduced translation costs

Content reuse and modularity


You can reuse content not just for print and the web but also for multiple custom outputs. Reuse at a
heading or line level can be chaotic and challenging to implement and manage, especially at an enter-
prise-wide level. DITA facilitates reusability at a more manageable content level: the topic. A <topic>
is the smallest chunk of information that can stand alone as meaningful information. Topics are then
assembled into documents using DITA maps, which are hierarchical lists of pointers or links to topics.
These pointers are called <topicref> elements.
Topics can also be reused in other topics. Each topic is assigned a unique ID. From a topic, you can include
a content reference (<conref>) to another topic using its unique ID. At a finer level of granularity, you
can also assign property tags to individual topic elements for conditional assembly.

Multichannel publishing
Modular topics allow for dynamic assembly of content at any level of granularity. You can create multiple
documents from reusable topics. Assembly can be conditional, dependent on properties or metadata
tags that you attach to a topic. For example, the audience property can be “beginner” or “advanced”, and
the platform property “Windows” or “Solaris”.

Ease of authoring and publishing


By segregating content from presentation, DITA allows you to reuse modular topics. You can reuse a
topic by specifying it in multiple topic maps. For example, you can have the same topic appearing in
multiple topic maps and set a new context by using a relationship table. This also aids publishing because
the content is independent of format definitions.

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WHY DITA

Minimalism in content
Minimalism in documentation means providing users only the information they need for accomplishing
a specific task. This approach requires the breakdown of sequential information into smaller, concise,
and consistent chunks that can be reused.

Reduced translation costs


Modular, topic-based content with unique topic IDs allows concurrent authoring and translation of DITA
map content. This approach reduces translation costs as well as time to market. In addition to topic
orientation and content reuse, these DITA features also reduce translation costs.
• All DITA topics are stored in Unicode.
• DITA provides the ability to specify the language setting on nearly every element in a DITA topic.
• The @translate attribute allows you to indicate items ready for translation.

844
DITA TOPICS

DITA topics
Understand what are DITA topics in FrameMaker
DITA uses a topic-based approach to authoring. A topic is the basic unit of DITA content. Each topic
should cover a single subject. A basic topic consist of a title and body content. It should be short enough
to be specific to a single subject or answer a single question, but long enough to make sense on its own
and be authored as a unit.
To cover separate content such as concepts, tasks, reference, the DITA standard specifies different infor-
mation types. Each information type defines structured elements that aid in authoring the relevant
content. For example, the task type defines elements such as <context>, <example>, <steps>, and
<result>.

845
CREATE A DITA TOPIC

Create a DITA topic


Learn how to create a DITA topic in Adobe FrameMaker.
In this topic
• DITA Information types
• Create a new DITA topic

Create a new DITA topic


1) Choose File > New > DITA and select one of the topic and map types from the sub-menu.
2) To view the hierarchical structure of the created topic, choose Structure > Structure View.
3) A DITA topic is a structured document. This means that in FrameMaker you work with the DITA
topic structure in the same way that you work with the structured documents based on other Struc-
tured Applications.

DITA Information types


FrameMaker supports the following DITA information types:

<topic>
A generic topic. For specific content, use task, concept, reference, glossentry, glossgroup types.
See the DITA specifications on Topic elements.
<task>
For task related content such as how-to or procedures.
See the DITA specifications on Task elements.
<concept>
For content such as “what is?”. It covers conceptual information about a feature or function.
See the DITA specifications on Concept elements.
<reference>
For reference content. For example, product specifications, API reference, and equipment or part
lists.
See the DITA specifications on Reference elements.
<glossentry>
For a single glossary term and definition.
See the DITA specifications on Glossentry elements.

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CREATE A DITA TOPIC

<glossgroup>
For a group of glossentry elements.
The glossgroup can also contain other glossgroup elements to create a hierarchical glossary struc-
ture.
See the DITA specifications on <glossgroup>.
<troubleshooting>
The <troubleshooting> element is the top-level element for a troubleshooting topic. Trouble-
shooting topics document corrective action such as troubleshooting or alarm clearing. Trouble-
shooting topics begin with a description of a condition that the reader might want to correct,
followed by one or more cause-remedy pairs. Each cause-remedy pair is a potential solution to the
trouble described in the condition.
Troubleshooting topics represent the kind of information that users typically consult to fix a
problem.
See the DITA specifications on <troubleshooting>.
dita
A top-level container element that can include the topic types described above.
See the DITA specifications on <dita> element.

RELATED LINKS:
Structured authoring

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ADD LINKS TO RELATED CONTENT

Add links to related content


See how you can add links to related content using the DITA link dialog in Adobe FrameMaker.
In this topic
• DITA Link dialog
• Create a DITA link

DITA Link dialog


Use the DITA Link dialog to insert direct and indirect link to DITA content.

Figure 1: Dita Link dialog


Use the DITA Link dialog to:

A (DITA Element):
Choose the link element to use.
By default, the element is <link>.
See the DITA specification on link.

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ADD LINKS TO RELATED CONTENT

B (Target > File):


Check this option to create a link using direct referencing.
C (Target > Key):
Check this option to create a link using indirect referencing and choose a key from the Key Settings
drop-down list.
D (Target > Both):
Check this option to create a link using direct or indirect referencing.
E (File/Key Settings):
If the target is set to File, select a DITA topic from the list of currently opened topics for direct refer-
ences. You can also browse to select a topic that is not currently opened.
If the target is set to Key, select a key for indirect reference. You can also open the DITA Keyspace
Manager dialog. In this dialog, you create a keyspace and set the default keyspace for the current
topic.
F (Filter Text):
Search for the required topic or key that you want to create a link to. This smart search filters the
elements as you start typing in the Filter Text box. You can filter content on the basis of the
element, ID, or text (content).
Once you have found the required topic, select an element to include as a link. The link element
defines a relationship to another topic.
G (Display Using):
Choose the element that provides the literal label or line of text for a link.
By default, the element is <linktext>.
See the DITA specification on linktext.
H (Display Using):
Choose the element that provides the literal label or line of text for a link.
By default, the element is <linktext>.
See the DITA specifications on linktext.
H (Text)
Specify the link text to display as literal text.
I (Format)
Choose Format and select a link format from the drop-down list:

DITA Default Format


Display the title of the reference topic.

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ADD LINKS TO RELATED CONTENT

See_Title_and_Page
Display See <topic title> on <page number>.
Title_and_Page
Display <topic title> on <page>.

J (External Link)
Insert a link to an external (non-DITA) resource. In the DITA External Xref dialog, provide the source
for the external link (Refer to Key or Xref Target (href)).
Optionally, you can specify a link text. Else, the link entered in the Xref Target (href) field is used
for the link text. You can also insert an external link through the main menu Insert > External Refer-
ence or the context menu.

Create a DITA link


1) If you are inserting the first link in the related-links element, place the insertion point to the right
of the related-links element.

Figure 2: Place insertion point to the right of related-links element


2) Choose View > Panels > Element Catalog to open the Elements panel. From the Elements panel,
insert the <link> element.
The DITA Link dialog is displayed.
3) Choose the DITA element link.
4) Choose a link target.
You can choose to add a link as a direct or indirect reference to the target content.
To add a direct link, you choose the DITA topic (.xml file) to which you want to create the link:
a) Select the File option for the Target and choose the file containing the reference topic.
You can select a reference topic from the current topic, any currently opened topic, or use the
browse button to select an unopened topic.

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ADD LINKS TO RELATED CONTENT

b) In the element list, select the topic to reference.


To add an indirect link, you need to use DITA key-references.
a) Select the Key option for the Target and click Keyspace Manager.
b) In the DITA Keyspace Manager dialog, select the key in the defined keys list and click OK.
5) In the Display Using drop-down, choose the element to display the link text.
6) Specify the text or format to display in the link.
7) Click Insert.
RELATED LINKS:
Create a DITA link
Create a keyspace
Using keyspaces to manage DITA key references
DITA referencing

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DITAMAPS

ditamaps
Know what ditamaps are and how to work with them in Adobe FrameMaker.
A ditamap allows you to organize DITA topics in a hierarchical structure. You can then create output for
your organized content using different output formats.

Figure 1: Using ditamaps to organize DITA topics in a hierarchical structure


See the specifications on ditamaps.
RELATED LINKS:
DITA publishing
Using keyspaces to manage DITA key references

852
Create a ditamap
See how you can create a ditamap in FrameMaker.
1) Choose File > New > DITA > <map>.
Alternatively, choose File > New > XML. In the New XML dialog, go to the DITA tab and choose map.
2) By default, a ditamap is opened in the Resource Manager.
You can use the Resource Manager to:
– Insert topics in the ditamap
– Save the ditamap
– Switch to the Document view to display the ditamap contents.
3) You can use the available FrameMaker tools, such as the Structure View and Elements panel, to
work with a ditamap.
4) You can also include relationship tables to a ditamap.
For details, see DITA relationship tables.

853
Insert topicref elements in a DITA map
Understand how you can insert topicref elements in a DITA map with Adobe FrameMaker.
You can add topics to a DITA map by using the <topicref> elements in the Elements catalog. You can
also add topics using Insert Child in the Resource Manager.
FrameMaker supports the following <topicref> elements that you can insert in a DITA map:

topicref
Identifies topics such as dita, topic, concept, task, reference, glossentry, and glossgroup. A topicref
element can also contain other topicref elements to create a hierarchical structure.
See the DITA specifications on the topicref element.
mapref
A convenience element that is equivalent to a <topicref> element with the format attribute set
to “ditamap”.
See the DITA specifications on the mapref element.
topicset
A set of <topicref> elements that can be reused in DITA maps and other topicset elements.
See the DITA specifications on the topicset element.
keydef
A convenience element that is used to define keys without any of the other effects that occur when
using a <topicref> element: no content is included in output, no title is included in the table of
contents, and no linking or other relationships are defined.
See the DITA specifications on the keydef element.
topicsetref
References a <topicset> element.
See the DITA specifications on the topicsetref element.

To insert a <topicref> element in a DITA map:


1) In the Structure View, place the insertion point after the book title and metadata elements of the
<bookmap> element.
2) Choose Structure > DITA > Insert Topicref.
3) If you select topicref, mapref, topicset, or keydef, the Insert Element dialog appears:

854
Figure 1: Inserting elements in a DITA map using the Insert Element dialog
4) To use the inserted topicref as a key reference, enter a Key Name.
5) In the HRef box, enter the location of the topic to reference. Or click Browse to navigate and select
the topic. The topic is added as a direct reference.
Alternatively, if you have defined a keyspace for the current topic, you can select a key reference in
the KeyRef drop-down list. The topic is added as an indirect reference.

855
Insert front matter, back matter, and appendix elements in a DITA map
Understand how you can insert <frontmatter>, <backmatter>, and <appendix> elements in a
DITA map with Adobe FrameMaker.
A traditional book includes various components, such as book title, front matter, chapter, appendix, and
back matter. FrameMaker allows you to insert the <frontmatter>, <backmatter>, and DITA Open
Toolkit elements in your DITA map. In addition to having these elements in your DITA map, FrameMaker
also gives you dedicated output templates for each of these components. You can export the source
template, make changes as per your requirements, and import them back into your publish settings to
create the desired output. For more details about the DITA publishing templates, see DITA Templates.
To insert the <frontmatter>, <backmatter>, and DITA Open Toolkit elements in a DITA map:
1) In the Structure View, place the insertion point where you want to insert the desired element.
2) Open the Elements catalog (View > Panels > Element Catalog).

Figure 1: Elements catalog with appendix, backmatter, and frontmatter elements


3) Double-click on the element that you want to insert.
In case of the <frontmatter> and <backmatter> elements, you need to further add the re-
quired content within these elements. For o<appendices> or DITA Open Toolkit elements, the In-
sert Element dialog is displayed. Using the Insert Element dialog, you can choose a file that you want
to include in your appendix.
NOTE: The order in which the front matter, back matter, appendix, and other components of your
book are published depends on the OutputFilesOrder setting in the ditafm-output.ini
file. For more details, see Adobe FrameMaker INI Reference.

856
Display ditamap content in editor
Understand how you can display ditamap content and show or hide the preview of topicref elements in
Adobe FrameMaker.
In this topic
• Introduction
• Show or hide the preview of topicref elements content
• Open all topics referenced in a ditamap

Introduction
After you have inserted one or more topicref elements in a ditamap, you can choose to view the content
of the referenced topics in the Document view.
You can also open the referenced DITA topics as separate documents in FrameMaker.

Show or hide the preview of topicref elements content


1) To preview the contents on a single reference element, select the topicref element in the Structure
View.
To preview the contents of all reference elements, click anywhere in the topic but ensure that no el-
ement is selected. You are prompted to show content for all topicrefs. Also, you can choose to dis-
play referenced child maps.
2) To preview the content, choose Structure > DITA > Resolve Topicref(s) > Show Content.
3) To hide the preview, Structure > DITA > Resolve Topicref(s) > Hide Content.
TIP: To show or hide the preview for a single
element, you can also right-click the element and choose
Resolve Topicref(s) > Show Content or Resolve Topicref(s) > Hide Content.
If a ditamap includes references to child maps, the Show and Hide options in the ditamap will show or
hide the topics referenced in the child maps.
In the Document view, FrameMaker displays bullets to denote the topic hierarchy in a ditamap.

Figure 1: Topic levels shown as nested bullets

857
When you switch to the Document View (of a DITA map), the book window also remains active from
where you can open other topics.

Open all topics referenced in a ditamap


If a ditamap contains references to one or more topics, you can open all the referenced topics in
FrameMaker.
1) Ensure the ditamap is selected.
2) Press the Shift key and choose File > Open All Files in Ditamap.
Alternatively, in the ditamap, choose Structure > DITA > Open All Topicrefs.
To close all topic references, press the Shift key and choose File > Close All Files in Ditamap.
NOTE: To open a single topic, double-click the topic in the ditamap.

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Save a DITA map
Learn how to save a DITA map in Adobe FrameMaker.
The Save Ditamap As functionality in FrameMaker (File > Save Ditamap As) allows you to save the DITA
map to multiple outputs. When you save a DITA map as a book, you can take advantage of the
FrameMaker book hierarchical features such as folders and groups. You can use FrameMaker book func-
tionality such as page numbering and table of contents.
The following list of outputs, provide specific functionality:

Composite Document <Version> (*.fm)


A single self-contained FrameMaker document file (.fm). The document contains all the content
from the DITA map. For example, the topic references. The topic references are embedded within
the document. This implies that any changes to the topic files are not reflected in the composite
document. If you share this document with another author, the author does not require the refer-
enced topic documents. However, you can continue to work on the composite document using the
available structure tools in FrameMaker.
Book <Version> (*.book)
The DITA map is saved as a .book file that includes each referenced topic file as a document within
the book.
Book <Version> with fm components (*.book)
The DITA map is saved as a .book file. Each referenced topic file is converted to a .fm file.

When you save a DITA map as a composite document or book with FrameMaker components, you can
use the DITAVAL conditional output functionality. In the Save Document dialog, if you check the Prompt
For DitaVal File option, you are prompted for a DITAVAL file that you can use to conditionally output the
contents to the selected output format.
IMPORTANT: You cannot round-trip the DITA map to book conversion. This implies that any changes that
you make in the book cannot be cycled back to the DITA map.
RELATED LINKS:
DITAVAL

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DITA BOOKMAPS

DITA bookmaps
Know what are Bookmaps in FrameMaker and how it helps to organize and print DITA topics as books.
A bookmap is a specialized DITA map that allows you to organize and print your DITA topics as a book. A
bookmap defines elements such as <chapter> and <appendix>. A DITA map does not impose struc-
tural rules with regards to the sequence of the topic references. However, to maintain a book structure,
the bookmap defines rules such as disallowing a chapter element after the appendix element.
See the specifications on Bookmaps in the DITA Specification.
The FrameMaker user interface elements for a bookmap are identical to the elements for a DITA map.
For example, by default, the bookmap opens in the Resource Manager.
1) Choose File > New > DITA > <bookmap>.
2) The <chapter>, <part>, <appendix>, and <appendices> elements are referenced
elements.
To add these elements, follow the procedure used to Insert topicref elements in a DITA map.
3) You can include relationship tables in a bookmap.
RELATED LINKS:
DITA relationship tables
Insert topicref elements in a DITA map

860
DITA REFERENCING

DITA referencing
Understand DITA referencing in FrameMaker, learn to set up reference content and update DITA refer-
ences.
DITA referencing (also known as DITA addressing) provides the capability to reference or link among DITA
elements and between DITA elements and non-DITA resources.
You reference DITA content by Working with DITA conrefs. You create links to DITA or non-DITA
resources, by using DITA cross-references to single source content. You can also use DITA links to Add
links to related content.
The DITA specifications define two types of referencing:

Direct referencing (URI-based addressing)


References are established by pointing direct to the target. For example, in FrameMaker, when you
create a conref using direct referencing, you navigate to and choose the DITA topic (.xml file). Similarly,
you point directly to the DITA topic (.xml file) to create a DITA link or a DITA cross-reference. Direct
referencing requires authors to explicitly choose the file containing the content to reference or link. This
can be cumbersome and confusing if you have a large set of related content. Direct referencing is
preferred if you do not have a large set of documents that reference or link to.
See the specifications on URI-based (direct) addressing.

Indirect referencing (key-based addressing)


References are established globally at the DITA map level using keys. For example, in FrameMaker, when
you create a conref using indirect referencing, you do not point directly to the DITA topic. Instead, you
point to a key that is defined Using keyspaces to manage DITA key references. Indirect referencing
requires authors to choose user-defined keys when creating references or links. When setting up the
keyspaces, a well defined nomenclature should be used to name keys. Indirect referencing is recom-
mended if you are authoring in a large set of related content.
See the specifications on Key-based addressing.

861
Set up reference content
Understand how to set up reference content and IDs in DITA with Adobe FrameMaker.
In this topic
• Introduction
• DITA ID attribute
• Assign a unique ID to an element
• Assign IDs to all instances of an element

Introduction
To create a conref in your DITA topics, you first need to create a DITA topic (direct referencing) or a DITA
map (indirect referencing) that contains the content (elements) that you plan to reuse. For example, say
you plan to reuse a table, an ordered list, and an image across multiple topics. You will need to add these
elements to the source topic. If you are using indirect referencing, the topic is then added to the DITA
map. For details, see Using keyspaces to manage DITA key references.
To make an element reusable, you need to assign a unique identifier to the element. For details, see DITA
ID attribute. FrameMaker uses this unique identifier to differentiate the conref elements. For example,
if you update the source element, FrameMaker uses the unique identifier to identify the elements in the
container topics that need to be updated.

DITA ID attribute
The DITA ID attribute provides a method to uniquely identify content (topics or elements) to reference.
In a DITA topic, you can assign a unique ID to an element to use the element when you are creating a
conrefs (Working with DITA conrefs) or cross-references (Cross-References) to the element from another
topic. By default, FrameMaker assigns a unique ID to the topic, when you Create a DITA topic.
See the specifications on ID attribute.

Assign a unique ID to an element


1) In the Structure View, select an element in the source topic.
2) Choose Structure > Assign ID to Element.
Alternatively, right-click on the element and select Assign ID to Element from the context menu.
To check if an element has an ID assigned to it, in the Structure View, click arrow sign to the right of the
element.

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Figure 1: Unique ID assigned to entry (table cell) element
If you assign a unique ID to an element to which an ID is previously assigned, you will be prompted to
replace the existing ID.

Assign IDs to all instances of an element


1) Select an instance of the element for which you want to assign IDs.
2) Choose Structure > Assign ID to Elements to open the Assign ID dialog.
a) By default, the element selected before selecting Assign ID to Elements is selected in the
drop-down.
b) Select Include specializations to assign IDs to specializations of the selected element. If you
are in a DITA map, select Process Topicrefs in Ditamap to assign IDs to all instances of the
selected element in the topics in the DITA map.
c) If you have multiple files open, select All open files to assign IDs to all the instances of the
selected element in all the open files.
d) Click Assign.

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Using keyspaces to manage DITA key references
Understand DITA keyspaces and learn how to create and manage keyspaces to manage DITA key refer-
ences in Adobe FrameMaker.
In this topic
• Introduction
• Create a keyspace
• Manage keyspaces

Introduction
In a DITA topic, you can directly reference content by specifying the DITA topic file (.xml). For example,
to add links in the Related Links section of a DITA topic, you can choose the topic files to reference.
However, DITA also provides the specifications for using keys to indirectly reference content. See the
DITA specification on Indirect key-based addressing.
Using keys adds a degree of indirection to the referenced content. When working with keys, the author
does not reference topic files directly. The author is provided with a keyspace, a collection of
user-defined keys to reference. The keyspace internally references any number of topics. The author is
then concerned only with the keys in the provided keyspaces. Also, since the keys are user-defined, they
can be named appropriately to allow author to easily recognize them.
The key definition elements are used to create keymaps since, by default, these elements are not gener-
ated in DITA output.

Create a keyspace
A keyspace is created using a ditamap. To create a ditamap to use as a keyspace, you need to add keydef
elements to the ditamap.
1) Create a ditamap.
2) Add <keydef> elements to the ditamap.
The @keys attribute is used to identify a specific <keydef> in a keyspace. Since the @keys attri-
bute is mandatory for a <keydef> element, you can specify the attribute value in the Attributes
for New Elements dialog or in the Key Name field in the Insert Element dialog.
An author using the keyspace then will only refer to the key names and not directly to the associated
DITA topics. For this reason, you should specify key values that are clearly indicative of the refer-
enced (underlying) topic content.
3) Save the ditamap.

Manage keyspaces
To use a key reference in your DITA topic, you need to load the keyspace in Adobe FrameMaker.
1) Choose Structure > DITA > Manage Keyspaces top open the DITA Keyspace Manager.
Alternatively, you can also click the Manage Keyspaces icon in the book window.

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Figure 1: Manage Keyspaces icon in the book window
The DITA Keyspace Manager dialog appears.

Figure 2: DITA Keyspace Manager dialog


2) From the Keyspace drop-down list, select a ditamap that is defined as a keyspace.
By default, the first key in the list is always selected. ditamaps that are open in the current session
are displayed in the Keyspace drop-down list. You can search for a keyspace by entering the first few
characters of the key.
If the required ditamap is not available in the list, click Load Keyspace and select the ditamap file.
The key references defined in the keyspace are displayed in the defined keys list.
If you want to update the references in all open documents using the (currently loaded) keyspace,
then select the Update References in All Open Documents Using This Keyspace option. This way
you will not have to individually load the keyspace for each open document.
If you want to use the same keyspace for files that you will open in the current session, then select
the Keep This Keyspace Loaded While Opening New Files option.
If you make changes to the keyspace (ditamap) after loading the keyspace in the current environ-
ment, click the Refresh icon to view changes to the key references.
Click OK to apply the selected keyspace across all open ditamaps.

865
To select a different keyspace for a particular document, use the set keyspace manager. You can set
keyspace from multiple paths, such as, DITA cross-references, DITA links, and insert conrefs.
RELATED LINKS:
Add links to related content
Insert topicref elements in a DITA map
Using keyspaces to manage DITA key references

866
Update DITA references
Understand how to update DITA references in Adobe FrameMaker.
You can create references in DITA topics or maps, by any of the following methods:
• Content References (see Working with DITA conrefs)
• Cross-References (see Cross-References)
• Topic References (see Insert topicref elements in a DITA map)
If you update the referenced content, the references in the current topic are not immediately updated.
For example, if a DITA map references a specific topic and the title of the topic is changed, the updated
title does not immediately display in the DITA map.
To update the references in a selected topic or map, use the DITA Update References dialog:
1) Choose Structure > DITA > Update References.
The DITA Update References dialog is displayed:

Figure 1: DITA Update References dialog


2) To update the references in the current topic or map, check the specific options and click OK.

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Find DITA references
Understand how to find DITA references in Adobe FrameMaker.
You can search through a document or recursively through multiple files in a folder for links such as
conref, topicref, link, or xref. By default, the Find References dialog box populates the ID of the current
topic and element, if any is selected. Typically, you select the element which is referenced elsewhere,
and then call this option.
1) Choose Structure > DITA > Find References. Or, to find the reference of the current element,
right-click within the element, and select Find References. The element ID is populated automati-
cally.
2) In the Find References dialog, enter the ID of the element, if necessary.
3) Optionally, to limit the search within a keyspace, select the keyspace for the current document.
4) Set the search scope. If you select a folder, you can recursively search for references to the element
in all the files in the folder.
5) Click Search.

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DITA CONTENT REFERENCES

DITA content references


Understand content references in DITA and how to use them in Adobe FrameMaker.
When working with DITA in Adobe FrameMaker, you can use a content reference (<conref>) to reuse
content from another DITA document. A conref is based on the DITA ID attribute assigned to the source
element.
You can use direct referencing to point directly to the DITA topic (.xml file) containing the target topics
or elements. Alternatively, you can use indirect referencing to point to keys defined in keyspaces. For
more details, see DITA referencing.
You can create a <conref> for almost any element in the DITA element catalog. You can create a
<conref> for a whole DITA <topic> to make an entire topic reusable, or just for a specific part of the
topic, e.g., a single paragraph or table. You can even create a <conref> to a single <keyword>, <ph>,
or <term> element to reuse and single-source even specific words like a product name. The only
requirement to create a conref is that the element must have an DITA ID attribute.

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Set up a topic to use conrefs
Learn to set up a topic to use conref in Adobe FrameMaker.
To create a conref in your DITA topics, you first need to create a DITA topic (direct referencing) or a DITA
map (indirect referencing) that contains the content (elements) that you plan to reuse. For example, say
you plan to reuse a table, an ordered list, and an image across multiple topics. You will need to add these
elements to the source topic.
If you are using indirect referencing, the topic is then added to the DITA map. Also, to make an element
reusable, you need to assign a unique identifier to the element.
RELATED LINKS:
Set up reference content

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DITA Conref dialog
Learn to use DITA conref dialog to add direct and indirect conrefs to DITA content in FrameMaker.
Use the DITA Conref dialog to add direct and indirect conrefs to DITA content.
To open the DITA Conref dialog, choose Insert > Conref.

Figure 1: DITA conref dialog

A (Target > File):


Select this option to insert a conref using DITA referencing. See Create a conref.
B (Target > Key):
Select this option to insert a conref using DITA referencing. See Create a DITA link.
C (Target > Both):
Check this option to create a link using direct or indirect referencing.
D (File/Key Settings):
If the target is set to File, select a DITA topic from the list of currently opened topics for direct refer-
ences. You can also browse to select a topic that is not currently opened.
If the target is set to Key, select a key for indirect reference. You can also open the DITA Keyspace
Manager dialog. In this dialog, you Create a keyspace and set the default keyspace for the current
topic.

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E (Filter Text):
Search for the required topic or key that you want to create a link to. This smart search filters the
elements as you start typing in the Filter Text box. You can filter content on the basis of the
element, ID, or text (content).
Once you have found the required topic, select an element to include as a link. The link element
defines a relationship to another topic.
F (Conref End Element):
Select an element as the last element in the range of elements to conref. For details, see Creating
a conref to a range of elements.

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Working with DITA conrefs
See how you can work with conrefs, create and update conrefs in Adobe FrameMaker.
In this topic
• Create a conref
• Creating a conref to a range of elements
• Updating conrefs

Create a conref
To create a conref to a DITA topic or map in your current topic or map, you first need to set up reference
content in the target topics or maps.
Next, you create a direct or indirect reference to the target DITA content.
1) Place the insertion point at the location to insert the conref in a topic or map.
To insert a conref at a location in the topic, you need to place the insertion point relevant to the con-
ref element:
An <li> (list item) conref element must be placed in an <ol> or <ul> list.
A table <row> must be placed in a <table> or <simpletable>.
In the case of a table <entry>, you cannot place the insertion point in the table <row>. You need
to select the existing <entry> that you want to replace.
2) Choose Insert > Conref.
The Insert Conref dialog is displayed.
3) You can choose to add a link as a direct or indirect reference to the target content.
To create a direct reference to the target content:
a) In the Insert Conref dialog, select Target: File. From the File Settings dropdown, select Current
to select a reference target from the currently open file or choose any other open DITA file
containing the reference target or open an existing DITA file with the Browse... button.
b) The element list displays the elements to which unique identifiers (ID) are assigned.
If an element is not assigned a unique ID, you can Assign a unique ID to an element.
c) Select an element to insert as a conref in the current topic.
The list also displays the ID and the content of the elements (in the case of text elements).
If you make changes to a <conref> element in the source topic, you will need to save the source
topic and update the container topic to view the updates.
To create an indirect reference to the target content:
a) Select Target: Key and click Keyspace Manager....
b) In the DITA Keyspace Manager dialog, select the key in the defined keys list and click OK.
c) Select an element.
The elements in the DITA topic of the selected element that have an ID are displayed in the
elements list.
d) Select an element to insert as a conref and click OK.

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4) Click Insert.

Creating a conref to a range of elements


You can create a conref to a range of elements. For example, you have a number of <p> (paragraph)
elements that you want to reference. You can create one conref to all the <p> elements.
NOTE: To specify a range for the content reference, the elements within the range must be of the same
type. At least the start and end elements must have unique identifiers.
1) To select the first element in the range perform the steps in section Create a conref but do not click
Insert.
2) In the Conref End Element drop-down list, choose the last element in the range to include in the
conref.
3) Click Insert.

Updating conrefs
If you update a reusable element after you reference it in another topic, you need to update the conrefs
in the topic to view the updates.
To update the conrefs in a topic:
1) Choose Structure > DITA > Update References.
The DITA Update References dialog is displayed.
2) Check Update All Conrefs in File.
3) Click OK.
All the conrefs in the current topic are updated.
RELATED LINKS:
DITA Conref dialog
Set up reference content
DITA referencing
Using keyspaces to manage DITA key references
Create a keyspace
Assign a unique ID to an element

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DITAVAL

DITAVAL
Understand what is DITAVAL in FrameMaker and how it is used to generate conditional output in
FrameMaker.
In Adobe FrameMaker, you use a DITAVAL file to generate conditional output. You write a single docu-
ment with conditional content (using element attributes).
You then create a DITAVAL file in which you specify the content to create multiple outputs versions of
the document based on the applied attributes.

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Generate conditional output (PDF)
Know how you can generate conditional output for DITA topics in Adobe FrameMaker.
This topic covers, with a sample use case, the steps to generate a PDF output containing conditional
content.
NOTE: The sample used in this topic includes content only in paragraph (<p>) tags. You can, however,
create conditional output from any DITA element in a document.

Create a sample DITA topic


Create a DITA topic with four paragraph (<p>) elements:
1) Content ONLY for administrators.
Set the @audience attribute to admin.
2) Content ONLY for authors.
Set the @audience attribute to author.
3) Content for administrators and authors
Set the @audience attribute to admin author.
4) Content for end users and authors.
Set the @audience attribute to end_user author.
Save the document.

Create a sample DITAVAL file


Create a DITAVAL file with four prop elements:
1) @attr: audience
@val: admin
@action: include
2) @attr: audience
@val: author
@action: exclude
3) @attr: audience
@val: end_user
@action: exclude
The above DITAVAL will output all content targeted at administrators.
Save the DITAVAL file.

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Save the condionalized content as a PDF
1) Create a DITA map and include the above document and save the DITA map as a PDF (File > Save
As PDF).
2) By default, the DITAVAL of the last publish process is picked for the Save As PDF workflow. If you
want, you can choose another DITAVAL from the Publish process. Then the selected DITAVal will
be used for the Save As PDF workflow.
The output PDF file includes and excludes content based on the attributes that are set up in the docu-
ment and the corresponding DITAVAL file.

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Set up DITA topics to use DITAVAL
See how you can setup DITA topics to use DITAVAL and apply conditional attributes to elements with
Adobe FrameMaker.
In this topic
• Introduction
• Applying condition attributes to elements
• To apply condition attributes to an element
• Creating a DITAVAL file to create conditional output

Introduction
You can make elements in a DITA document conditional by applying condition attributes to the elements.
You then define, in a DITAVAL file, the elements to exclude or include in the output based on the condi-
tion attributes.
Before you create documents with conditional content, you need to first plan the criteria for the output.
For example, say that a document has content that is conditionally targeted at administrators and end
users. In the document, you apply condition attributes based on the target audience of the content. You
then create a DITAVAL file in which you specify the elements to include and exclude based on the attri-
bute value defined in the document.

Applying condition attributes to elements


To allow FrameMaker to conditionally process elements in a DITA document, you need to specify the
elements to include or exclude for the output. In the document, you apply one or more of the following
conditional attributes to the elements that you need to conditionally process:

audience:
Example: administrators, authors, or end users.
platform:
Example: Windows, MAC, or Linux
product:
Example: FrameMaker, RoboHelp, or Captivate.
otherprops:
Use this attribute to define any other property that you need to use to enable conditional
processing for the document. A few examples:

delivery
Example: Print, PDF, or Web
model
hatchback or sedan

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You can apply multiple attributes to an element. For example, you can apply the following attri-
butes to an element:
@audience="administrator"
@platform="windows"
You can also add multiple values to a single attribute. Multiple values are separated by a space. E.g.,
to target content for both Windows and MacOS, you can add both attribute values to the @plat-
form attribute:
@platform="windows macos"

IMPORTANT: The attributes listed above are recommended for use when working with DITAVAL to
single-source content. However, you are not restricted to only using these attributes. You can use any
attribute defined for the selected element in a document.

To apply condition attributes to an element


1) Select an element in the Structure View of the document.
2) Choose Element > Edit Attributes to pen the Attributes panel.
Update one or more of the following attributes:
– audience
– platform
– product
– otherprops
3) Specify the above condition for each of the element in the document that needs to be processed
conditionally.
After you apply the attributes to the specific elements in the document, you conditionally output the
content in your document depending on how you set up your DITAVAL file.

Creating a DITAVAL file to create conditional output


After setting up your content using condition attributes (audience, platform, product, and otherprops),
you need to create a DITAVAL file. In a DITAVAL file, you define, based on an <attribute name> – <value>
pair, the conditional processing of your document. For example, you can specify that content targeted at
administrators must exclude from the output content targeted at end users or authors.
1) Choose File > New > XML to open the New XML dialog.
2) In the Structured Applications section, select DITA_<version>_DITAVAL and click OK.
The top element of a DITAVAL file is the <val> element.
To define conditions, you need to create <prop> elements.
3) Add one or more <prop> elements:
Choose View > Panels > Element Catalog to open the Elements catalog. Double-click the <prop>
element in the Elements panel.
Or press ctrl+1 to display the Smart Catalog. Select prop and press Enter.

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The Attributes for New Element dialog is displayed.

Figure 1: Attributes for New Element dialog


4) In the Attributes for New Element dialog, specify the following attributes:

@action
Choose to include or exclude the specified attribute (@att, below) from the output.
@att
The condition attribute name applied to the element in your document.
Enter the attribute name exactly as it is defined in the document element.
@val
The condition attribute (@att) value as defined in the element.
Enter the value exactly as you specify it for the attribute in the element.
For example, say that you apply the @audience attribute to an element for conditional output and
you set the value as admin.
You need to enter audience in the @attr field for the prop element in the DITAVAL file.
Also, you need to enter admin in the @val field.

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To exclude the element with the audience attribute set to admin, specify the @action as
exclude.

5) Click Insert Element and save the DITAVAL file.


6) Save the document with the .ditaval extension.
RELATED LINKS:
Applying condition attributes to elements
Creating a DITAVAL file to create conditional output

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DITA CROSS-REFERENCES

DITA Cross-References
Understand how to work with DITA cross-references in Adobe FrameMaker.
You can provide your readers with links to elements contained in the same topic or to elements in other
topics. In FrameMaker, you can create links using DITA cross-references. A DITA cross-reference is based
on the DITA ID attribute assigned to the target element. If the position of an element in the target topic
changes, the link remains intact as long as the ID remains intact.
You can use direct referencing to point directly to the DITA topic (.xml file) containing the target topics
or elements. Alternatively, you can use indirect referencing to point to keys defined in keyspaces.
You can create cross-references to almost any element in the DITA element catalog. You create
cross-references to a DITA <topic> to make an entire topic reusable. You can also create a cross-refer-
ence to a section, complete lists or list items, table cells, paragraphs, or even a single word or number
marked up with elements like <keyword> or <ph>. The only requirement to create a cross-reference is
that the element must have an ID attribute.
RELATED LINKS:
DITA ID attribute
DITA referencing

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Set up DITA topics to use Cross-References
Understand how to set up topics to use DITA cross-references in Adobe FrameMaker.
To create a cross-reference in your DITA topic, you first need to create a DITA topic (direct referencing)
that contains the content that you plan to reuse. Alternatively, you can set up a DITA map that contains
the content that you plan to reuse (indirect referencing).
For example, if you plan to reuse a table, an ordered list, and an image across multiple topics, you will
need to add these elements to the source topic. If you are using indirect referencing, you need to add
the topic to the DITA map. Also, to make an element reusable, you need to assign a unique identifier (ID)
to the element.
RELATED LINKS:
Set up reference content

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DITA Cross-Reference dialog
Understand how to use the DITA Cross-Reference dialog in Adobe FrameMaker.
Use the DITA Cross-Reference dialog to add direct and indirect cross-references to DITA content.

Figure 1: DITA Cross-Reference dialog

A (DITA Element):
Choose the DITA element to use for the cross-reference. By default, the element is <xref>.
See the DITA specification on xref.
B (Target > File):
Select this option to insert a direct cross-reference.
C (Target > Key):
Select this option to create an indirect cross-reference. You can choose a key from the Key Settings
drop-down list.
D (Target > Both):
Select this option to create a cross-reference using direct or indirect referencing.

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E (File/Key Settings):
If the target is set to File, select a DITA topic from the list of currently opened topics for direct refer-
ences. You can also browse to select a topic.
If the target is set to Key, select a key for indirect reference. You can also open the DITA Keyspace
Manager dialog. In this dialog, you create a keyspace and set the default keyspace for the current
topic.
F (Filter Text):
Search for the required topic or key that you want to create a cross-reference to. This smart search
filters the elements as you start typing in the Filter Text box. You can filter content based on an
element, ID, or text (content).
Once you have found the required topic, select an element to include as a cross-reference. The link
element defines a relationship to another topic.
G (Display Text)
Specify the cross-reference text to display as a literal text.
H (Display Format)
Choose Format and select a display format from the drop-down list:

DITA Default Format


Display the title of the reference topic.
See_Title_and_Page
Display See <topic title> on <page number>.
Title_and_Page
Display <topic title> on <page>.

I (External Cross-reference)
Insert a cross-reference to an external (non-DITA) resource. In the DITA External Xref dialog,
provide the source for the external link: Refer to Key or Xref Target (href). Optionally, you can
specify a Link Text. If you do not specify a display text in the Link Text field, the link entered in the
Xref Target (href) field is used for the link text.
You can also insert an external cross-reference through the main menu (Insert > External Refer-
ence) or the context menu.

RELATED LINKS:
Create a DITA Cross-Reference
Create a keyspace

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Create a DITA Cross-Reference
Learn how to set up reference content in a DITA topic to create a cross-reference in Adobe FrameMaker.
REMEMBER: A cross-reference is an inline DITA element. You can insert inline elements only in a parent
element. You can insert a cross-reference in parent elements such as paragraph (<p>) or list item (<li>).
To create a cross-reference from one DITA topic to another topic or map, you first need to set up the
reference content in the target topic or map.
Next, you can insert a direct cross-reference or an indirect cross-reference to the target DITA content.

Create a direct reference to the target content


1) Place the insertion point at the location to insert the cross-reference in a topic or map.
2) Choose Insert > Cross-Reference. The DITA Cross-Reference dialog is displayed.
3) Select Target: File.
4) In the File Settings drop-down list, choose the DITA file that contains the target element. Select
Current for elements available in the active document or select any other currently open DITA file.
If the topic is not available in the list, click Browse... to open a DITA file.
5) After you select the target DITA file, the Element list displays only the elements that have a unique
identifier (ID). Check Show All to display all elements in the target document.
The list also displays the ID and the contents (in the case of text elements) of the elements.
6) Select an element to insert as a cross-reference.
7) In the Display section, specify the text or format to display in the link.
8) Click Insert.

Create an indirect reference to the target content


1) Place the insertion point at the location to insert the cross-reference in a topic or map.
2) Choose Insert > Cross-Reference. The DITA Cross-Reference dialog is displayed.
3) Select Target: Key. After you select the key, the Element list displays the DITA topic types included
in the keyspace.
The Element list displays only the elements that have a unique identifier (ID). Check Show All to dis-
play all elements in the target document.
4) In the Key Settings drop-down list, select the required key to insert as a cross-reference.
5) In the Display section, specify the text or format to display in the link.
6) Click Insert.
NOTE: If you make changes to a cross-reference element in thesource topic, you will need to save the
source topic and update the container topic to view the updates.
RELATED LINKS:
Set up reference content
DITA Cross-Reference dialog
DITA referencing

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Assign a unique ID to an element
Using keyspaces to manage DITA key references
Create a keyspace

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DITA RELATIONSHIP TABLES

DITA relationship tables


Understand the concepts of related topics in DITA, and how relationship tables are used to create links
for related topics in Adobe FrameMaker.

Introduction
In a set of DITA topics, you often have topics that are related to each other. In this case, you might want
to include a set of related (see also) links at the end of each topic. This provides your readers with further
reading reference, if required.
For example, if you are covering the Save As options in FrameMaker as separate topics:
• Save As
• Save As PDF
• Save As Review PDF
• Save As XML
In this case, at the end of each of these topics, you might include related links to the other three topics.

Using DITA maps


Relationship tables in FrameMaker allow you to create related links in DITA topics. You use relationship
tables in DITA maps. This implies that you need to create a DITA map and then include the topics in your
topic set in the DITA map. You then add relationship tables to the map. In the relationship tables you
define the related topics contained in the DITA map.

DITA types to add


You can add the following DITA topic types to a relationship table:
• Topic
• Task
• Concept
• Reference

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Create a relationship table
Learn how to create a relationship table in Adobe FrameMaker. See a sample relationship table work-
flow.
In this topic
• Create a relationship table
• Adding a specific DITA topic type to a relationship table column
• Adding a related topic to a relationship table cell
• Adding related topics to a relationship table row
• Specifying the order of related topics in a relationship table row

Create a relationship table


1) In the Structure View of a DITA map, place the insertion point at the end of the topic and the same
level as the topicref elements.
2) To display the Smart Catalog, press ctrl+1 and select reltable.
The Insert Table dialog is displayed.
3) Specify the number of columns and rows.
The number of columns depends on the number of related topics that you plan to group.
The number of rows depends on the number of groups of related topics that you plan to create.
You can also choose to create multiple relationship tables for multiple groups of related topics.
4) Click Insert.
A relationship table is added to the DITA map.
To display the relationship table in a tabular view, go to the Document view.
While you can add topics to a relationship table from the Structure View, the tabular view provides a
more convenient mode to work with.

Figure 1: Default relationship table (with 4 columns and 1 body row)


In each cell of the relationship table header, you specify the DITA topic type of the related topics that you
plan to include in body cells of the column.
FrameMaker allows you to add the following DITA topic types to a relationship table:
• Topic
• Task
• Concept
• Reference
By default, FrameMaker supports the Topic type. So if you plan to only include topic types in the table,
you do not need to set the type attribute.

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Adding a specific DITA topic type to a relationship table column
To add a specific DITA topic type to a column in the relationship table:
1) Place the insertion pointer in the table header cell.
2) Open the Attributes dialog (Element > Edit Attributes).
3) Set the @type attribute to the DITA topic type.
Topic type → attribute value: topic
Task type → attribute value: task
Concept type → attribute value: concept
Reference type → attribute value: reference
CAUTION: The attribute values are case sensitive.

If you set @type attribute as described above, the column title is updated:

Figure 2: Updated type attributes

Adding a related topic to a relationship table cell


In each cell of a row in the relationship table, you add a topic reference to the related topics. This implies
that one set of related topics need to be included in the cells of one row of the table.
To add topic references of related topics in the table body cells:
1) Place the insertion point in a cell of a row. In the Elements catalog (Element > Element Catalog),
double-click the topicref element to add it to the cell. The Insert Element dialog is displayed.
You can also use the Smart Catalog to insert the topicref element.
Press ctrl+1 to display the Smart Catalog. Select and add the topicref element.
2) In the HRef field, enter the path to a topic file and click OK.
Alternatively, use the Browse button to navigate to and select the topic.
The topic reference is added to the table row.
3) Add one topic reference (to a related topic) to each cell of the table row.
If the table included multiple rows, you can add multiple groups of related topics (references) to each
row.
TIP: If you are unable to add a topic reference to a table cell, check the topic type specified in the column
header.

Adding related topics to a relationship table row


To specify that two or more topics in a DITA map are related, you need to add these to a single row in a
relationship table. For the steps to create a relationship table, see Create a relationship table.
For example, to specify that the topics Save As, Save As PDF, Save As Review PDF, and Save As XML are
related topics:

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Figure 3: Relationship table in Document view
NOTE: A relationship table in FrameMaker, when viewed in the Document view, has the same appearance
as a FrameMaker table that you include as part of your content.
You can add any number of rows to a relationship table. FrameMaker treats all topics in a row as related.
You can add any number of relationship tables to a DITA map. You might do this to group together sets
of related topics.

Specifying the order of related topics in a relationship table row


The order of the related topics in a table row defines the sequence in which the topics display in the
Related Links section of the DITA map output.
In the following example, the Related Links section of the Save As PDF topic will display as:
• Save As
• Save As Review PDF
• Save As XML

Figure 4: Relationship table in Document view


This implies that if you change the order of the topics in the table, the sequence in the Related Links
section will display differently.

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Test a relationship table with Save As PDF
See how to test a relationship table output with Save As PDF in Adobe FrameMaker.
To test the output after you have created a relationship table in a DITA map, you can use the Save As PDF
option in FrameMaker.
1) Ensure that the DITA map is selected.
2) Choose File > Save As PDF.
3) In the Save Document dialog select an output location, click Save.
The PDF output of the DITA map displays the Related Links sections for the topics that you include in the
cells of the relationship tables in the DITA map.
NOTE: The PDF Save As functionality is used in this section as an example. You can also publish the DITA
map to the output formats available in FrameMaker’s multi-channel publishing feature.
The topics display in the same order as which you specify them in the cells of the table row.
Also, the Related Topics section does not include the current topic. Given the following sample relation-
ship table:

Figure 1: Relationship table in Document view


The Related Links section displays:
• Save As PDF
• Save As Review PDF
• Save As XML
It does not display the Save As (current) topic.

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DITA PUBLISHING

DITA publishing
See how you can use the publishing processes to generate output for your DITA content with Adobe
FrameMaker.
In this topic
• Save as PDF
• Multi-channel publishing

Save as PDF
The FrameMaker Save As PDF feature allows you to output a DITA topic or DITA map (including bookmap)
as a PDF. The PDF output that is created uses the display of the WYSIWYG view. This means that the
Structured Application formatting rules applied to the topic or map are output to the PDF.
To create a PDF output of a DITA topic, choose File > Save As PDF.
If you use the Save As PDF feature to create a PDF output of a map, in the Save Document dialog, you can
choose the option Prompt For DitaVal File.
You can use the DITAVAL feature to conditionally output the contents of the topics in the map. For
details, see DITAVAL.

Multi-channel publishing
The multi-channel publishing feature of FrameMaker allows you to output DITA topic or map to the
following output formats:
• Responsive HTML 5
• Mobile App
• EPUB
• Kindle
• Microsoft HTML Help
• Basic HTML

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DITA OPEN TOOLKIT

DITA Open Toolkit


Understand what the DITA Open Toolkit is, and how you can generate output using DITA Open Toolkit in
FrameMaker.
The DITA Open Toolkit (DITA-OT) is a set of Java-based, open source tools that provide processing for
DITA maps and topic content. FrameMaker has out-of-the-box support for DITA Open Toolkit 3.3
(default), 3.0, and 2.3. DITA-OT transforms DITA content (maps and topics) into deliverable formats.
By default, FrameMaker allows you to publish your DITA content into the following output formats:
1) PDF2
2) XHTML
3) CHM (Install HTML Help Workshop to generate CHM)
4) Custom
You can also generate output for formats such as Docbook, Java help, and RTF. To enable other output
formats, see Customize available DITA Open Toolkit output types.

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Generate output using the DITA Open Toolkit
Learn how to publish DITA files with DITA Open Toolkit and Adobe FrameMaker.
1) With the appropriate DITA file in focus, choose Structure > DITA > Generate DITA-OT Output.
The Generate DITA-OT Output dialog is displayed.

Figure 1: Generate DITA-OT Output dialog


2) Select an output type.
3) Select View Log File option if you want to launch the log file after publishing completes.
By default, the DITA-OT is installed when you install FrameMaker. However, if you have separately
installed the toolkit, you can specify the install location in the DITA-OT Directory field. To change the
default directory, see Use a different DITA-OT package.
4) Select Open Output Folder option to open the output folder in Windows explorer. The output
folder is shown in Windows explorer after publishing completes.
5) Select Keep This Dialog Open After Build option to keep this dialog open even after publishing
completes.
6) Choose a DITAVAL file to specify conditional filtering of content using attribute-value pairs defined
in the DITAVAL file. For more information on using DITAVAL files, see DITAVAL.
If you plan to use the same DITAVAL file when generating output for multiple documents, you can
specify the file name and location in the ditafm.ini. In this case, you do not need to choose a
DITAVAL file every time you generate the output.
NOTE: If you specify a DITAVAL file in both locations (ditafm.ini and Generate DITA-OT dialog),
the file chosen in the Generate DITA-OT Output dialog takes precedence.

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7) Click Build.
FrameMaker invokes DITA-OT and generates the output in the same folder as the source topic or map.

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Customize available DITA Open Toolkit output types
Learn how to publish DITA files with DITA Open Toolkit and Adobe FrameMaker.
By default, FrameMaker allows you to use the DITA Open Toolkit to generate output for PDF2, XHTML,
and HTML help. However, you can use the DITA-OT to generate output for a number of other formats.
To generate output in other formats, you need to update the ditafm.ini.
IMPORTANT: The following procedure requires changes to the ditafm.ini file. Before making any
changes, you are recommended to take a backup of this file.
1) Open the ditafm.ini file in the current user folder:
%appdata%\Adobe\FrameMaker\17\ditafm.ini
2) Locate the following text in the file:
Count=3
1=xhtml
2=htmlhelp
3=pdf
NOTE: The numbered list above is the same as the list of output formats available in the Generate
DITA-OT Output dialog.
3) To add or remove output types from the Generate DITA-OT Output dialog, you need to specify the
Count as the number of types to display in the list.
4) The following list is the list of all available output types that you can include. To include one or more
of the following types, you need to add these to the numbered list and ensure that the number
sequence is maintained:
– docbook
– eclipsecontent
– eclipsehelp
– htmlhelp
– javahelp
– net.sourceforge
– html
– odt
– pdf
– tocjs
– troff
– wordrtf
– xhtml
NOTE: The output type entries in the ditafm.ini file are case-sensitive. You need to make the
entries as list above.
The following example adds the Eclipse help and Word RTF formats to the existing list.
Count=5
1=xhtml
2=htmlhelp

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3=pdf2
4=eclipsehelp
5=wordrtf
NOTE: You can completely change the list to include any set of output types.
5) Restart FrameMaker for the changes to take effect.

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Use a different DITA-OT package
Learn how to publish DITA files with DITA Open Toolkit and Adobe FrameMaker.
Bu default, FrameMaker uses DITA Open Toolkit 3.3. However, DITA-OT 3.0 and 2.3 packages are also
installed when you install FrameMaker. If you already have a different version of DITA Open Toolkit
installed, you can customize the DITA Open Toolkit path by either editing the dita initialization file or
from Customize DITA-OT dialog.
For a one-time change, you can change the directory path when you generate the output using the DITA
Open Toolkit.
To change the FrameMaker default DITA-OT directory through the dita initialization file:
1) Open the ditafm.ini file in the current user profile folder:
%appdata%\Adobe\FrameMaker\17\ditafm.ini
2) Locate the following text in the file:
DitaDir=%FMHOME%\fminit\ditafm\DITA-OT
3) Modify the value of DitaDir to point to the alternative DITA-OT folder.
For example:
DitaDir=C:\DITA-OT_3.2.1
4) Restart FrameMaker.
The new DITA OT path is populated in the DITA Generate Output dialog.
To change the FrameMaker default DITA-OT directory through Customize DITA-OT dialog:
1) Choose Structure > DITA > Generate DITA-OT Output to pen the Generate DITA-OT Output dialog.
2) Click the Customize button to open Customize DITA-OT dialog.
3) Change the parameters as per your configuration and click OK.

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Figure 1:
The following parameters can be specified in the Customize DITA-OT dialog:

DITA-OT Directory (%DITA_DIR%)


Specify the path to the custom DITA-OT. You can use the %FMHOME% variable, which refers to the
FrameMaker install location. This path is saved in DITA_DIR variable, which can be used to specify
the path of other related folders.
Ant Command
Specify the path of the Ant script folder. This path is relative to the DITA-OT directory on your file
system.
Ant Home
Specify the path of the Ant installation folder.
Classpath
Specify the path of the Java libraries.

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Build File
Specify the path of the Ant Build script file build.xml. This path is relative to the DITA-OT direc-
tory.
Extra Params
Specify any additional parameters required by your custom DITA-OT plug-in.

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DITA SPECIALIZATION

DITA specialization
Learn to use DITA specialization dialog to automatically convert base files to specialized files using
specialized DTD.
FrameMaker facilitates automatic conversion of base files to specialized files, after the user inputs the
specialized DTD. To perform the conversion:
1) Choose Structure > DITA > DITA Specialization. The conversion dialog is displayed as follows:

Figure 1: DITA Specialization dialog


2) Specify the source files (Read/Write Rules, EDD and Template File). Specifying these files is
optional. However, for proper specialization, specify these files.
3) Specify a Public ID as desired. Specifying a Public ID is optional.
NOTE: If you do not provide a Public ID, the XML files created from these specialized files may not be
portable to other systems. The XML files will contain the absolute path of the DTD that may not be
available on other systems.
4) Specify the destination folder and the names of the corresponding output files and click OK.
The conversion can take a couple of minutes depending on the size of the input files.

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DITA SPECIALIZATION

NOTE: When you select the Create New Structured Application option, the system opens the Structured
Application dialog. The user selects the desired base application. The system then automatically adds the
document types and advanced settings to the new application.
NOTE: Logs are generated and shown on screen during the conversion process.

RELATED LINKS:
Integrating DITA Specialization with FrameMaker

903
DITA OPTIONS

DITA Options
Use the DITA Options dialog in FrameMaker to configure and customize various options for DITA topics.
The DITA Options dialog in FrameMaker allows you to configure options such as the DITA version and
auto-load settings to open DITA topic files.
Use the DITA Options dialog to set general, import, and export-related DITA options. DITA options are
global settings for the authoring environment. This means that changes to the option affect all DITA files
that you work on.
Choose Structure > DITA > DITA Options to open the DITA Options dialog

Figure 1: DITA Options dialog

DITA Version
By default, FrameMaker is set to use DITA 1.3. With this option, you can open and work on docu-
ments created with earlier version DITA. However, if you add any elements or attributes that are
available only with DITA 1.3 and save the topic, the topic is converted to DITA 1.3. If you open that
topic later with an earlier version of DITA, you will get validation errors.
New Type
You can set the default file type that FrameMaker will use when you create a new topic. The default
‘New’ Type specifies the filename extension for a new topic (.xml or .dita). This extension is
applied only if you do not specify an extension for the new file.
ID Prefix
If the Auto-Add IDs If Required By Element option is checked, you can specify a prefix to the topic
ID that is auto-generated by FrameMaker. By default, FrameMaker adds @id as the prefix to the
topic ID.

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DITA OPTIONS

Auto-Load Topicrefs On File Open


Load the topicrefs in a DITA map when you open the file in FrameMaker.
Auto-Load Conrefs On File Open
Load the conrefs in a topic when you open the file in FrameMaker.
Auto-Load Xrefs On File Open
Load the cross-references in a topic when you open the file in FrameMaker.
Auto-Load Graphics (Documentum Only)
Load the images in a topic when you open the file in FrameMaker.
Conditionalize Prolog On File Open
Conditionally show or hide the prolog elements in a DITA topic. When you check this option, the
next time FrameMaker launches, the DITA-Prolog conditional tag is applied to the <prolog>
elements. The DITA-Prolog conditional tag is then set to hide.
In addition, the conditionalized text is saved (exported) regardless of whether it is showing
(“OutputAllTextWithoutPIs”). If, on import, no associated conditional tag is found in the structured
template, the conditional tags are added and set to Show (in red).
If the Conditionalize option is not selected, all <prolog> elements are imported and displayed
using the formatting from the EDD and structured template with no conditional tags applied.
Conditionalize Comments On File Open
Conditionally show or hide the comment elements in a DITA topic. When you check this option, the
next time FrameMaker launches, the DITA-Comment conditional tag is applied to the comment
elements. The DITA-Comment conditional tag is then set to hide.
In addition, the conditionalized text is saved (exported) regardless of whether it is showing
(“OutputAllTextWithoutPIs”). If, on import, no associated conditional tag is found in the structured
template, the conditional tags are added and set to Show (in red).
If the Conditionalize option is not selected, all <comment> elements are imported and displayed
using the formatting from the EDD and structured template with no conditional tags applied.
Auto-Add IDs If Required By Element
By default, FrameMaker assigns a unique ID when an element is added if the ID attribute on the
element is mandatory. You can deselect this option and later assign IDs to all instances of an
element.
Always Update Navtitle While Updating TopicRef
If the <navtitle> element is defined for a DITA topic and the topic is referenced in a DITA map,
update the title when the updating references in the selected topic or DITA map.
Always Display Navtitle On File Open
If the <navtitle> element is defined for a DITA topic, display the element when the topic is
opened.

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DITA OPTIONS

Indexterm To Index Marker Conversion


Ensures FrameMaker converts the <indexterm> elements in a DITA file to FrameMaker index
maker entries when opening a DITA file. FrameMaker then converts the markers back to <index-
term> elements when exporting the FrameMaker document to DITA file.
URI notation for paths
If you specify external references, cross-references or conrefs, select this option to use the forward
slash character as the directory delimiter in the path.

RELATED LINKS:
ditamaps
Working with DITA conrefs
Cross-References
Assign IDs to all instances of an element

906
PRINT AND PUBLISH

Print and publish


Know the various output formats that you can create using the powerful print and publish feature in
FrameMaker.
FrameMaker provides you with a number of options to create output for the documents and books that
you author. You can choose from any of the following output formats:
• PDF
• Responsive HTML5
• Mobile App
• EPUB
• Kindle
• Microsoft HTML Help
• Basic HTML
When authoring in XML, you can use XSL Transformations to generate XML or HTML output.
FrameMaker also provides a number of options and settings for Print output.

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PDF OUTPUT

PDF output
See how you can generate PDF output for topics and books in FrameMaker
PDF is one of the most widely used output formats in technical publication. You can create PDF from
FrameMaker with just a single click. You can configure the PDF setting using the Publish Settings dialog.
Once configured, the settings are stored in the setting file (.sts), which can then be used to generate
the PDF output.
You can also export these PDF settings and use them on another system to generate the desired PDF
output. Once the PDF settings are in place, you can generate multiple PDF outputs using the same
settings directly from the File > Save As PDF menu.

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PDF settings
Learn how to configure PDF settings in Adobe FrameMaker, and how to update general settings and
import PDF settings.
In Adobe FrameMaker, you can customize PDF output settings such as page size, marks and bleeds, docu-
ment security, template, and DITA options in the Publish Settings dialog.
Perform the following steps to access the Publish Settings dialog:
1) Choose File > Publish.
The Publish panel is displayed. The Publish panel allows you to publish FrameMaker content to one
or more of the available output formats.
NOTE: When you open the Publish panel, the drop-down list defaults to currently opened document
or the book/DITA map file. Keep in mind that if you change the focus to another file (book, DITA
map, or document) in your workspace, the newly selected file is selected and published.

Figure 1: Publish panel

A (Source Document)
Select the document or book to publish.
B (Generate Selected Output)
The output is generated in the selected output format.
C (Generate Multiple Outputs)
Open the Generate Multiple Outputs dialog and select one or more formats to publish simultane-
ously.

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Figure 2: Generate Multiple Outputs options
D (Publish to Server)
Publish Responsive HTML5 output to RoboHelp Server. This button is active only when you select
Responsive HTML5 as the output format and have configured RoboHelp Server connection param-
eters.
E (View Output)
If you have previously generated output, clicking the View Output icon opens the last published
output for the selected format.
F (Output format list)
List of available output formats in FrameMaker.
G (Settings File)
The name of the settings file where all publish settings are saved. When you hover over the Settings
File field, the tooltip displays the complete path of the settings file.
H (Settings)
The Settings drop-down list provide options that allow you to edit, create, and browse publish
settings. For details, see Configure publish settings.
The drop-down list also provides an option to import an ISF file. For details, see Use the RoboHelp
settings (isf) file.
I (Output Folder)
Enter or choose a location to save the published output.
J (DITAVAL)
Available when the Source Document is a DITA map file. Click the DITAVAL button to open the
DITAVAL dialog wherein you can choose a DITAVAL file to publish conditional output.

2) Right-click on the PDF option and choose Edit Settings.


The Publish Settings dialog opens up wherein you can configure publish settings for PDF or any other
output format.

910
In the Publish Settings dialog, choose the PDF output format to configure settings for the PDF out-
put. The settings for PDF output are available under the following tabs:
– General tab, see General settings for details about the general settings.
– Marks and Bleeds tab, see Marks and Bleeds for configuring marks and bleeds.
– DITA Template tab, see DITA Templates for customizing DITA templates to use for publishing
PDF output.
– DITA Options tab, see DITA Options for customizing output while generating PDF via book
with components route.

911
General settings
Learn how to create PDF/A- and PDF/X-compliant PDFs, define PDF viewing options and page sizes,
create tagged PDF for better accessibility, and convert all colors to RGB for online PDFs with Adobe
FrameMaker.
In the General tab of the PDF Publish Settings dialog, you can customize settings such as PDF presets,
viewing options, page size, optimization, tagging, and more.

Figure 1:
Settings available in the General tab is explained below:

Preset Name
The PDF publish settings are mostly derived from the pre-configured or your custom .jobop-
tions file. The .joboptions file is created using Acrobat Distiller. The Preset Name drop-down
list picks up all pre-configured .joboptions from the default C:\Program-
Data\Adobe\Adobe PDF\Settings location. You can also add your own custom .jobop-
tions file by clicking the browse icon next to the Preset Name drop-down list and selecting the
desired .joboptions file.
NOTE: When you click the browse icon, the location of the currently selected preset is opened by default.
FrameMaker also provides some additional presets that you can use to generate the PDF output.
These presets are not included in the default preset location. However, you can add them to the
default location to start using them. The additional presets are available at the following location:
C:\Users\<username>\AppData\Roaming\Adobe\FrameMaker\17\Addition-
al_PDF_Settings

912
In the above location, you will find the .joboptions for LiquidMode PDF, Mobile PDF, and other
PDF standards. You need to copy the desired .joboptions file to following location:
C:\Users\<username>\AppData\Roaming\Adobe\Adobe PDF\Settings
Once the required .joboptions files are copied, they will start showing up in the Preset Name
drop-down list.
For more details about the pre-configured PDF presets and their usage, see Adobe PDF presets in
the Acrobat documentation.
Open PDF Document on Page
Specify a page number to open the generated PDF at the specified page.
At Zoom
Choose the zoom level at which the PDF is opened. You can choose to zoom in to show the entire
page, zoom at width or height, or choose from 10% to 400% zoom levels.
Layout
Choose the page layout to display the PDF. You can choose to display only a single page, two pages
in a continuous flow, or any other option from the available list.
Primary Output Purpose
Choose the primary purpose of the PDF (online or print). If you select Print, then a high-quality PDF
is created that is suitable for printing. If you select the Online option, a lightweight PDF is created
that loads quickly on the web. In case of the Online option, the Page Size values are not relevant
and are not made available for editing.
Page Range
Specify a page range to create PDF output for all the pages or a range of pages in the source.
Page Size
Specify the page’s width and height for a PDF that’s created for printing purpose. You can also
choose a unit of inches or millimeters for the width and height values.
Create Tagged PDF
Tags improve the accessibility of a PDF document. FrameMaker uses a predefined mechanism to
create tags based on the content. If you select this option, the PDF is created with those predefined
tags. See Use the default route to create a tagged PDF for more details.
NOTE: If you are generating PDF using the LiquidModePDF preset, then the Create Tagged PDF option
is selected by default.
Use Acrobat Distiller for PDF Generation
Select this option to use Acrobat Distiller to generate a PDF instead of direct PDF generation. This
is recommended when you are using pdfmarks in your documents.

913
Choose Format > Document > PDF Setup > Tags (Distiller) to manually specify the tagging structure
for your PDF by configuring it in the PDF Setup dialog. See Use the Distiller route to create a tagged
PDF for more details.
Convert Text and Graphic Colors to RGB
This option is selected by default. This option ensures that the colors that you have used to create
text, shapes, and table borders are printed as is in the published PDF. The colors used in images
(RGB or CYMK) are rendered as is.
Marks and bleeds are primarily meant for printing documents and a PDF with marks and bleed
settings is published in CMYK. However, if you choose the Convert Text and Graphic Colors to RGB
option, then even marks and bleeds are published in the RGB color space. Therefore, if you want to
publish a PDF for printing (with marks and bleeds), then you must deselect this option.

914
Marks and Bleeds
Learn how to create PDFs with crop marks, bleed marks, registration marks, color bars, and define bleed
and slug areas with Adobe FrameMaker.
When you prepare a document for printing, a number of marks are needed to help the printer determine
where to trim the paper, align separation films when producing proofs, measure film for correct calibra-
tion and dot density, and so on. Selecting any page-mark option expands the page boundaries to accom-
modate printer’s marks, bleed (the parts of text or objects that extend past the page boundary to account
for slight inaccuracy when trimming), or slug area (an area outside the page and bleed that contains
printer instructions or job sign-off information).
The Marks and Bleed tab in the PDF Publish Settings dialog box lets you specify the extent of the bleed
and add a variety of printer’s marks to the generated PDF.
NOTE: If you are generating a PDF for printing, then ensure that you deselected the Convert Text and
Graphic Colors to RGB option in the General settings.

Setting available in the Marks and Bleed tab are explained below:

All Printer’s Marks


Selects all printer’s marks including crop marks, bleed marks, registration marks, color bars, and
page information.
Crop Marks
Adds fine (hairline) horizontal and vertical rules that define where the page should be trimmed.
Crop marks can also help register (align) one color separation to another. By using together with
bleed marks, you can select overlapped marks.

915
Bleed Marks
Adds fine (hairline) rules that define the amount of extra area to image outside the defined page
size.
Registration Marks
Adds small “targets” outside the page area for aligning the different separations in a color docu-
ment.
Color Bars
Adds small squares of color representing the CMYK inks and tints of gray (in 10% increments). Your
service provider uses these marks to adjust ink density on the printing press.
Page Information
Prints the filename, page number, current date and time, and color separation name in the
lower-left corner of each page of the PDF.
Weight
Select the weights for crop and bleed mark lines.
Offset
Specifies how far from the edge of the page (not the bleed) FrameMaker will draw printer’s marks.
To avoid drawing printer’s marks on the bleed area, be sure to enter an Offset value greater than
the Bleed value. The value is specified in Pica. The following example shows the conversion
between Inches and Pica:
• 1 inch = 6p or 6p0 (6 picas and zero points)
• ½ inch = 3p or 3p0 (3 picas and zero points)
• ¼ inch = 1p6 (1 pica and 6 points)
• 1/8 inch = 0p9 (9 points)
Bleed (Inside, Outside, Top, Bottom)
Select the Bleed option ans specify values for Inside, Outside, Top, and Bottom area.
Include Slug Area
Select Include Slug Area to print objects using the slug area.

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DITA Templates
Learn how to publish your DITA map to PDF with Adobe FrameMaker and define which templates
FrameMaker should use.
A DITA map in Adobe FrameMaker can be converted into PDF via two routes. First, as a single composite
document and other as a book with related components.
If you choose to save your DITA map as a composite document, then FrameMaker uses the default DITA
base template to generate the PDF.
If you choose the Save PDF via Book With Components route in the DITA Options tab, then the DITA map
file is converted into a .book file. All other referenced topic files are converted into .fm files before the
final PDF is generated.
The DITA base template generates a basic PDF without any title, list of figures or tables, table of contents,
and other components. However, if you choose to generate the PDF through book with FrameMaker
components route, then you get the title page, front matter, back matter, list of figures or tables, table
of contents and other book components. Depending on your requirements, you can choose to generate
a PDF using any of the available routes.
The DITA Template tab contains the templates that you can customize and use to generate a PDF for a
DITA map. If you want to customize a template, export the required template, make changes to it, and
import it back. The settings icons next to each template gives you the option to export and import a
template.
NOTE: By default, FrameMaker stores all publishing templates in the <Fm_install_loca-
tion>\Structure\xml\DITA\outputTemplates folder.

917
Adobe FrameMaker uses the following templates to generate a PDF through the composite document
route:

DITA Base
This template is used to generate a PDF through the composite document route.

The following templates are used to generate a PDF through the book with FrameMaker components
route:

Appendix
This template defines the styling for appendices in your book. This is a single composite template
that contains the master pages for left, right, left section, right section, left subsection, and right
subsection.
Back Matter
This template defines the styling for back matter in your book. This is a single composite template
that contains the master pages for left, right, left section, right section, left subsection, and right
subsection.
Book Title
This template defines the styling for the book’s title page.

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Chapter Output
This template defines the styling for the chapter contents. Chapters are essentially DITA topic and
concept type documents.
Chapter Title
This template defines the styling for the chapter’s title page.
Front Matter
This template defines the styling for front matter in your book. This is a single composite template
that contains the master pages for left, right, left section, right section, left subsection, and right
subsection.
Index
This template defines the styling for an index.
List of Figures
This template defines the styling for the list of figures.
List of Tables
This template defines the styling for the list of tables.
Section Output
This template defines the styling for the section within a chapter.
Section Title
This template defines the styling for the section’s title page.
Subsection Output
This template defines the styling for the subsection.
Subsection Title
This template defines the styling for the subsection’s title page
TOC
This template defines the styling for the table of contents.

Import DITA templates from a folder


The DITA Templates tab allows you to export the desired template one at a time. Once you have custom-
ized these templates, you can import them individually or together as a batch. To import a single
template at a time, click the settings icons next to the template and choose Import. You can then browse
to the location where the template file is stored, select the file, and click Open to import the desired
template file.
If you have multiple template files to import, then you can simply provide the folder location and
FrameMaker imports all templates from the given folder. To import multiple templates files from a
folder, click the icon next to the Import From Folder field and then browse to the location where your
template files are stored.

919
While customizing the template files, ensure that you do not rename the files. You must save your
customized templates with the original file name, else FrameMaker will not be able to import the
template files. It is not mandatory to have all template files available at the given location. You can
choose to customize one or multiple files as per your requirements. FrameMaker imports only those files
that it is able to locate in the given folder. The remaining files are skipped.

920
DITA Options
Learn how to define which book components Adobe FrameMaker should generate when publishing a
DITA map to PDF with the “Book with components route.”
The DITA Options tab contains setting for you to configure PDF generation through the book with
FrameMaker components route.

Setting available in the DITA Options tab are explained below:

Apply As Condition
In case your DITA topics contain conditional content, you can enter a value in the Apply As Condi-
tion field to highlight the conditional content in the published PDF. In the publishing process, the
entire content (conditional and unconditional) is published. However, content belonging to a condi-
tion marked as exclude in the DITAVAL file is published with strike-through formatting. In case
you do not specify any value in this field, content is published as per the DITAVAL file settings.
Save PDF via Book With Components Route
Select this option if you want to generate a PDF using the book with components route. On
selecting this option, you can further choose options to generate the PDF as required.

921
Generate Flat Book hierarchy
Select this option to generate a flat book from a DITA map where all <topicrefs> are flattened
at the chapter level.
NOTE: DITA Base template is applied to all <topicrefs> that are flattened at the chapter level.

Generate Table of Contents


Select this option to include a table of contents in the generated PDF.
Generate index
Select this option to include an index in the generated PDF.
Generate List of Figures
Select this option to include a list of figures in the generated PDF.
Generate List of Tables
Select this option to include a list of tables in the generated PDF.
Generate Book Title Page
Select this option to include a title page in the generated PDF.
Generate Folder Title Page
Select this option to include a title page for the folder in the generated PDF.
This applies to books published with the FrameMaker components route (without Flat Book Hier-
archy). It generates chapter titles, section titles, and sub-section titles according to the hierarchy.
Apply Output Templates
Select this option to apply output templates configured in the DITA Template element to generate
respective content.
For generated components like TOC, LOF, LOT, Index, and booktitle, the output templates are
always applied whether the option is selected or not. It is applicable for all other components, such
as frontmatter, backmatter, appendix, chapter output, section output, and sub-section output.

922
Bookmarks and tags
Learn how to create PDFs with bookmarks and tags with Adobe FrameMaker.
You can customize the way PDF bookmarks and PDF tags are generated in the PDF output of a
FrameMaker document or book. Use the PDF Setup dialog to configure the bookmarks and tags.
To access the PDF Setup dialog, click Format > Document > PDF Setup.

Configure bookmarks
The Bookmarks tab in the PDF Setup dialog box allows you to configure the bookmarks to include in the
PDF.

Figure 1: PDF Setup dialog box

Generate PDF Bookmarks


Choose to generate bookmarks in the output PDF.
Bookmarks Expanded through Level
Specify the level to which the bookmarks are expanded when the PDF is opened. You can choose
from the following options:
• Select Default to open the PDF with the bookmarks expanded using the default setting of the PDF
reader.
• Select All to open the PDF with all bookmarks expanded.
• Select None to open the PDF with all bookmarks collapsed.
• You can also enter a number to open the PDF with bookmarks expanded to the specific level.

923
Bookmark source
Select Paragraphs for FrameMaker documents and Elements for Structured FrameMaker docu-
ments.
Bookmark Level
Use the double-arrow buttons below the Include Paragraphs list to increase or decrease the inden-
tation of the bookmarks.
Include Paragraph or Elements in Bookmark Text
Move paragraphs or elements between the Include and Don’t Include list to specify the paragraphs
or elements to include in the bookmarks.
To move all paragraphs or elements from one list to the other, hold the Shift key and click the
arrow.
Articles
Set up article threading:
Thread by Text Frame: For a reading order of text frame to text frame, select Articles and select
Thread by Text Frame from the drop-down list. This setting is usually the most appropriate in
single-column formats.
Thread by Column: To have the reading order of each article follow the same order that the inser-
tion point moves, select Articles and select Thread by Column from the drop-down list. This setting
is usually the most appropriate in multicolumn formats.

Tagged PDF output


The tagged PDF feature creates PDF files from FrameMaker with logical document structure and exten-
sive metadata for repurposing content. Logical structure refers to the organization of the document,
such as the title page, chapters, sections, and subsections.
The default PDF generation process in FrameMaker creates tags based on the settings configured in the
Tags tab of the PDF Setup dialog. If you want to use the Distiller route, then configure the structure of
tags from the Tags (Distiller) tab.
Tagged PDF provides the following capabilities:
• Ensures that information is in the correct reading order on a page
• Includes paragraph attributes used to correctly re-flow the document contents into different-sized
devices, such as eBook reading devices
• Ensures the reliable translation of text into Unicode. This approach recognizes ligatures and
hyphens, so that a Windows screen reader can correctly read all characters and words
• Recognizes alternative text descriptions for graphics in anchored frames
• Enables the document to be exported more reliably to Rich Text Format (RTF) and XML from Adobe
Acrobat for reuse in other documents
Tagged Adobe PDF files include author content, such as pages, articles, paragraphs, tables, and graphics
in anchored frames.

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Tagged PDF files do not include the following information found in standard PDF files:
• Comments, such as online notes, graphic markups, and text markups
• Pagination artifacts, including all content that comes from master pages (such as page numbers and
running headers), and any graphic objects outside anchored frames
• Layout and typographic artifacts, such as colored bars between columns of text, horizontal lines
separating footnotes from text, and table borders
• Printing artifacts, such as crop marks, registration marks, and page information printed outside the
crop marks

Use the default route to create a tagged PDF


The default route to generate PDF in FrameMaker uses a machine-learning algorithm to generate a fully
compliant tagged PDF. You can also choose to manually configure tags as per the paragraph styles
created in your book or document. Use the Tags tab in the PDF Setup dialog to configure the tags you
want in your published PDF.

Figure 2: PDF Setup Tags options


Configure the following options on the Tags tab:

PDF Tags
Select an option from the PDF Tag list and map it with the corresponding paragraph Style used in
your book or document.
For example, select the First Level Headings option from the PDF Tag drop-down and map it with
the first-level paragraph Style used in your book or document. You can choose to specify a mapping
for the first, second, and third level headings, table title, table of contents, and lists.

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Style
The Style drop-down list contains all styles found in your book or document.
Begins With or Ends With
In case of styles that have multiple occurrences in your book, you can specify the beginning or
ending characters of the style name. For example, if your table of contents style is named TOC_abc
and TOC_def, then select TOC in the PDF Tag list, and enter TOC in the Begins With field. The PDF
generating engine will pick all paragraph styles beginning with TOC and assign them with the TOC
tag.
Get Default
FrameMaker uses machine-learning algorithm to create a mapping between the tags and para-
graph styles. Click on the Get Defaults button to auto-assign styles for first, second, and third-level
headings. The TOC styles are simply mapped with all paragraph styles that end with TOC. There is
no mapping done for the Table Title and List tags.

Use the Distiller route to create a tagged PDF


The Tags (Distiller) tab in the PDF Setup dialog allows you to configure settings to generate a tagged PDF
through the distiller route. The PDF generated through the distiller route generates a tagged PDF, but it
is not a fully compliant tagged PDF.

Figure 3: PDF Setup Distiller Tags options


Configure the following options on the Tags (Distiller) tab:

Generate Tagged PDF


Check this option to generate a tagged PDF through the distiller route.

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Include Paragraphs
To indicate the paragraphs to include in the PDF structure, move paragraph styles between scroll
lists. The paragraphs in the Include Paragraphs scroll list are used to define the structural relation-
ship between FrameMaker paragraph styles in the PDF file. To move a style between scroll lists,
select the style and click an arrow or double-click the style.
Logical Structure Level
To change structure levels for the included paragraphs, select a paragraph style and click a Logical
Structure Level arrow. To change the level of all items by one level, Shift-click a Logical Structure
Level arrow. If the indent for a style exceeds six levels, n> precedes the paragraph style, where n is
the indentation level of the paragraph style.

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Import PDF Settings
Learn how to import PDF bookmarks and PDF tag settings from one document into another document
with Adobe FrameMaker.
If you have customized the bookmark and tag settings for a document, you can import these settings into
one or more documents.
1) Open the source document with the preferred PDF output settings.
2) Open the document or book into which you want to import the preferred settings.
If you are importing the settings into:
– A single document, ensure the document is currently active.
– All documents in a book, ensure the book is selected in the Resource Manager.
– Some of the documents in a book, ensure the documents are selected in the Resource
Manager.
3) Choose File > Import > Formats.
The Import Formats dialog is displayed.
4) In the Import Formats dialog, click Deselect All and check Document Properties.
5) To import the formats into the selected documents or book, click Import.

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Optimize files created in previous versions
Learn how to optimize files created in previous versions in the latest version of FrameMaker.
You can create named destinations only for paragraphs referenced in hypertext links or cross-references,
thereby reducing file size. However, documents created in versions of FrameMaker earlier than 6.0
undergo a special conversion to take advantage of this method of marking.
The Optimization Options changes the default optimization options, which remain in effect until you
change them, even if you exit and restart FrameMaker. The Select File to Optimize for PDF Size dialog uses
the settings specified in the Optimization Options dialog box to prepare your documents for reducing PDF
file size.
NOTE: To open the Select File to Optimize for PDF Size dialog, enter “Select PDF” in the Command Search.

Optimization Options
To open the Optimization Options dialog, use the shortcut keys Esc+ o+ d+ o.

Figure 1: Optimization Options dialog in FrameMaker


In the Optimization Options dialog, configure the following options:

Optimize Size Of
Choose to optimize the size of All Linked Documents or Specified Documents Only.
Force Optimization
For a previously optimized document, select Force Optimization to re-optimize.

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Optionally, select Clear Existing Optimization Info to remove previous optimization changes.
Prompt When Opening
Prompt to open linked files.
Prompt When Saving
Prompt to save a linked document opened for optimization.
Also, prompt to save every or only previously optimized files.
Optimized Files
Specify whether to overwrite existing files (recommended), or to write files to a folder you specify
(for testing).
Click Browse to select a target folder for the optimized files.
Cancel On Error
To stop the optimization process in case of an error, select Cancel on Error.

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Generate a PDF
Understand the Save as PDF functionality in Adobe FrameMaker.
There are two ways of generating PDF in Adobe FrameMaker—using the Publish panel or the File > Save
As PDF menu. Both these options allow you to generate a PDF from the selected FrameMaker document
or book. Additionally, FrameMaker uses the PDF setting defined in the PDF Publish Settings dialog to
generate the PDF. However, in case of Save As PDF, you are given an option to specify the publish loca-
tion and filename for your PDF. If you use the Publish panel, the location is specified in the Output Folder
field, and the PDF filename is the name of your book or document.
Perform the following steps to generate a PDF using the Publish panel:
1) Ensure that the required book or document is selected in the Source Document list.
2) From the list of output formats, select PDF.
3) Configure PDF generation settings (Settings icon > Edit).
4) In the Output Folder location, browse to a location where you want to save the PDF.
5) Click the Generate Selected Output icon to generate the PDF.
Perform the following steps to generate a PDF using the Save As PDF menu:
1) Ensure that the required book or document is selected in the Book window.
2) Choose File > Save As PDF.
The Save Document dialog appears.
3) Browse to a location where you want to generate the PDF and provide the File Name.
4) Click Save.
A message containing the location of the Settings Files is displayed. If you want to make changes to
the settings, use the Publish Settings dialog to do so.
5) Select View Log if you want to launch the log file after publishing completes. You can also view the
output path in the log file.
6) Select View Output to directly open the PDF output.
NOTE: When you generate the PDF output for a document with page size bigger than A4, some content
may not fit on the page and not get published properly. To prevent the loss of content, you need to add
the flag UsePDFResolution=300 in the maker.ini file under the folder
<%appdata%\Adobe\FrameMaker\17>. To know more about PDF output see, Change page size.

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PDF conversion guidelines
Understand the PDF conversion guidelines in Adobe FrameMaker.
Follow these guidelines to manage PDF conversion issues such as performance, broken links, image
content:
• For the best display of bitmap graphics, import them into the FrameMaker document at a dpi value
that divides evenly into the resolution of the intended display device.
• To improve the display performance of PDF files, avoid using complex master pages that contain
multiple complex graphics. You can also improve graphics display and reduce file size by selecting
Optimize when saving a PDF file in Acrobat.
• To convert a book that has a table of contents or an index, include the TOC or index file in the book
file before you save as PDF.
• If performance is slow when viewing a large document converted to PDF, reopen the FrameMaker
document or book and deselect Articles. Then convert to PDF again.
• To print a book as separate files, all PDF files are created in the same folder, regardless of the loca-
tion of the original documents. For this reason, give all the original documents in the separate
folders unique names before saving as PDF. Otherwise, some files overwrite others.
• Do not create hypertext links to filenames that use accented characters in their names. Such file-
names can change when you save as PDF, causing the hypertext links to fail.
• To include image content in tagged Adobe PDF files, place graphic objects in anchored frames. Add
alternate text descriptions for the graphics.
• If you face an issue with any installed font during the PDF publishing with Acrobat Distiller, copy the
font to all the locations that you have specified for Distiller.
NOTE: You can specify the font locations when you use Acrobat Distiller for PDF generation from
Acrobat Distiller> Settings> Font Locations.

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MULTICHANNEL PUBLISHING

Multichannel publishing
Learn how Adobe FrameMaker allows you to generate outputs for multitude of devices (e.g., desktop,
tablet, and mobile) using the multi-channel publishing feature.
Today, users consume content on an increasing number and variety of devices—desktop computers,
laptops, tablets, smartphones, eBook readers, embedded screens in cars or machines, or even smart-
watches. Content authors need to write and publish content that is readable across these devices.
To enable its users to write once and publish to multiple formats, Adobe FrameMaker provides a
stand-alone multi-channel, multi-device publishing solution. This solution allows you to publish to the
following output formats—providing your readers with access to your content across different devices
and different form factors.

Available output formats


FrameMaker offers the following output formats:
• PDF
• Responsive HTML5
• Mobile App
• EPUB
• Kindle
• Microsoft HTML Help
• Basic HTML
When you publish your FrameMaker content to one or more of the output formats, the styles and
settings of the published output is defined by the FrameMaker template and content that you use. For
example, the style of the Heading1 format in your FrameMaker template might be mapped to an <H1>
element in HTML5 and an associated CSS definition. In Adobe FrameMaker any kind of output can be
highly customized.
NOTE: If you are using Update 3 of Adobe FrameMaker (September 2022 release) or later, you'll not view
Kindle and Mobile App options in Publish and the Output Settings panel. For Mobile App, learn how to
generate mobile apps using Apache Cordova. For Kindle, as the Kindle Previewer application supports
EPUB output, use the EPUB option to generate the output.

Customize Output Styles and Settings


The Adobe FrameMaker publishing solution allows you to easily customize the output styles and settings
on-the-fly from the same publishing interface.

933
MULTICHANNEL PUBLISHING

934
Generate output using the default publish settings
Understand how you can generate output using the default publishing settings, know the Publish dialog
box in Adobe FrameMaker.
The FrameMaker publishing solution allows you to publish content (.ditamap, .xml, .book, .fm,
.mif) to any of the available output formats.
Choose File > Publish to display the Publish panel. The Publish panel allows you to publish FrameMaker
content to one or more of the available output formats.
When you open the Publish panel, the drop-down list defaults to the currently active document or the
book/ditamap file.
You can publish the content to a single output format or multiple output formats.

Publish content to a single output format


To publish content to a single output format, do the following:
1) Select the format in the list. Click Generate Selected Output.
Alternatively, double-click the required output format.
When the publish process is complete, the Publish Result dialog displays the location of the output.
2) You can view the output in the default application (Adobe Acrobat for PDF, a web browser for
Responsive HTML5, or an eBook reader) or you can view the log details of the process.
You can also directly open your eBook in Kindle Previewer. Click View Output in the Publish Result dialog
box to directly open your eBook in Kindle Previewer.
Suppose you see an error while opening a .mobi file directly in Kindle using this feature. In that case,
you may need to modify your system’s registry to map .mobi files with the Kindle Previewer application.
For doing so, please refer to Register an Application to Handle Arbitrary File Types
in Microsoft documentation.

Publish content to multiple output formats


To publish content to multiple output formats, do the following:
1) Click Generate Multiple Outputs.
In the Generate Multiple Outputs dialog:
– The Last Generated column displays the last generated date of the specific format
– The Status column displays whether or not the specific format has been published
2) Select the output format to publish. Click Generate.
As soon as the Progress dialog closes, notice that the Status column of the selected formats is now
set to Generated.
3) To view the output in the default applications (for example HTML in a browser) for the selected
formats, click View.

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Configure publish settings
Understand how you can configure various publish settings for variety of output options in Adobe
FrameMaker, understand style mapping and output settings.
When you publish content, the style settings such as heading and body, are defined by the Adobe
FrameMaker template that is associated with the published document. Also, the output format settings
such as the favicon and the search options are defined for each output format. However, the publishing
solution provides a number of options to customize the style mapping and output format settings for the
publish output.
You can customize the output settings from the Publish dialog, which is accessible from the main menu
(File > Publish).
To customize the output settings:
1) Choose File > Publish to open the Publish dialog. Click Settings.
In the Settings drop-down button, choose:
2) Select Edit.
In the Publish Settings dialog, the Style Mapping tab provides the options to customize the mapping
of source FrameMaker styles and the styles for the selected output. By default, the style mapping is
obtained from the associated FrameMaker template.
In the Style Mapping tab, you can customize:
– Paragraph Styles
– Character Styles
– Table Styles
– Cross Reference styles
– Image Settings
– General Settings
IMPORTANT: The Style Mappings options are available only for unstructured documents. For the
structured documents, the style are mapped from the CSS file.
3) For unstructured documents: The FrameMaker template for the selected document defines the
default styles for the publish output.
To use the styles from any other FrameMaker template, click the Select button adjacent to the Use
Template label.
IMPORTANT: Ensure that the template is currently selected.
In the Manage Publish Settings Template dialog, select the alternate FrameMaker template.
TIP: If you print a book that contains multiple documents, choose the template in this option to
ensure that all the documents use the same style mapping.
NOTE: The template that you select is used by the publish process. This means that the styles and
settings of the FrameMaker source remains unchanged. The FrameMaker source continues to use
the previously assigned template.
4) For unstructured documents: Use the options in the Manage CSS drop-down list to export or
import the styles used for style mapping to or from an external style sheet (.css file).

936
The file defines a set of CSS styles that map to the output styles as defined in the Styles option in the
Publish Settings dialog.
IMPORTANT: The styles that you have customized in the Publish Settings dialog are defined as over-
riding styles at the end of the .css file. Each overriding style is defined with a FM_ prefix. The
Output Style displayed is appended with an asterisk (*) to indicate a customization to the selected
style.
5) To configure Output settings, go to the Outputs tab. This tab provides options to customize settings
for the following output formats:
– Responsive HTML5
– Mobile App
– EPUB
– Kindle
– Microsoft HTML Help
– Basic HTML
NOTE: If you are using Update 3 of Adobe FrameMaker (September 2022 release) or later, you'll not
view Kindle and Mobile App options in Publish and the Output Settings panel. For Mobile App, learn
how to generate mobile apps using Apache Cordova. For Kindle, as the Kindle Previewer application
supports EPUB output, use the EPUB option to generate the output.
6) After you complete the style mapping and output setting customizations, save the updated settings
to a STS Settings File (.sts).
IMPORTANT: The settings file is a FrameMaker-specific file. This means that you cannot edit this file
in any other program.

937
Style mapping
Learn how to map the styles in your (unstructured) FrameMaker documents to HTML elements and CSS
classes when publishing to HTML5.
You can define style mappings only for the FrameMaker documents. The Style Mapping WYSIWYG editor,
allows you to map the formats that are available in the current document template to alternative output
styles. For example, from the available paragraph styles, you select Heading1. In the FrameMaker
template the heading is associated with a specific style. You can then associate Heading1 with alterna-
tive output styles.
NOTE: When you associate a template format with an alternative output style, the source document style
remains unaffected.
To customize style settings:
1) In the Style Mapping tab of the Publish Settings dialog, select the style you want to customize (para-
graph, character, table, cross reference, image or general).
2) Configure the desired options for the selected style.
NOTE: The options available for each type of style that you can customize are explained in the
following (Style Mapping) tables.
3) Click Save.
The following Style Mapping tables describe all options available in the Style Mapping tab.

Option Description Available in

Automap Select Automap <Available in> Styles to map the • Paragraph


<Available in> styles in the selected content to the styles Character
Style defined in the CSS selected for style mapping.
Table
Style Preview The Style Preview allows you to compare the • Paragraph
source style (defined in the Output style list prior Character
to any customization) with the custom style
Table
(defined in the Output style list, and displayed
with an appending asterisk, after customization Cross Reference
using the CSS Rule definition dialog).
Output To customize the output style for the selected • Paragraph
format, choose an alternative style from the Character
Output Style list.
Table
Cross Reference
Remove Overrides Revert any style changes applied to the source • Paragraph
format. Character

938
Option Description Available in
Edit Style Click the Edit Style button to open the CSS Rule • Paragraph
definition dialog and customize the output style. Character
If we map a style to a default document style (for
example, Heading1) from the Output Style list,
and then edit the mapped default style through
the Edit Style dialog, then the document style
(DocumentName.css) is given precedence over
the edited style (editstyle.css). In the
published output, the selected content is
displayed as per the Heading1 style of the
document.
NOTE: Say, the selected Output Style is [Source]
and you use the CSS Rule definition dialog to
customize the style. In this case, the Output Style
displayed is appended with an asterisk (*) to indi-
cate customization to the selected style.
Exclude Form Exclude the selected style from the generated • Paragraph
Output output. Character
Split Into Topics Create a Help topic at each occurrence of the • Paragraph
Based on This selected paragraph style. For example, if you
Style select Heading 1 and Pagination (Split into topics
based on this style), FrameMaker starts a new
topic at every instance of Heading 1.
Map to HTML tag Select or enter a user-defined HTML element for • Paragraph
the selected style. Character
For example: A paragraph with style
ParaStyleOne is imported in FrameMaker as:
<p class="ParaStyleOne">Paragraph
Text</p>
Specifying this string as <pre> for the style
ParaStyleOne causes FrameMaker to import the
paragraphs with the style ParaStyleOne as:
<pre>Paragraph Text</pre>

939
Option Description Available in
Autonumber Specify a way to handle auto-numbering text. • Paragraph
Available options are:
• Ignore: Choose this option if the auto-
number text is relevant only in print format.
The converted paragraph does not contain
autonumbering. For example, suppose you
ignore autonumbering for the FrameMaker
paragraph style “Section2 Level.” In this
case, “Section 1.1: System Requirements” in
the source appears as “System Require-
ments” in the published output.
• Convert to List (Using CSS Autonumbering):
Convert the autonumber to HTML lists using
CSS counters :: before and :: after.
• Convert to Text: Retain the appearance of
the FrameMaker numbered lists. The auto-
number part loses its sequencing properties
and appears as part of the paragraph text in
FrameMaker topic.

Table styles
The following table describes additional options that are available in the Table Styles.

Option Description

Table Properties
Caption Style Select the Caption Style name to map to the selected table format caption. Or
select [User Source Style].
FrameMaker retains the appearance of the table caption in the online Help
format. You can also select [Automap] for an individual table caption style.
Table Size Specify a preferred table width and / or height (in px).
Cell Size
Preferred Column Specify a preferred column width and / or row height (in px).
Width/Row
Height

Cross reference style


The following table describes an additional option that is available in the Cross Reference style.

940
Option Description

Building Blocks To build the cross reference format, place the cursor in the Output Style box and
double-click on a format in the Building Blocks table.
The available formats are called building blocks, because you create a custom
format by using any combination of the available formats. To do this,
double-click a building block to place the format in the Output Style list. You can
then keep adding to the format by placing the insertion point before or after any
selected building block.

Image settings
The following table describes the options that are available in the Image Settings.

Option Description

Import Reference Select this option to import images embedded in the reference pages of
Page Images FrameMaker documents.
Preserve Original Select this option to maintain the original dimensions of the image in the
Image generated output.
Dimensions
Margins Set the margins for the images as:
• Set equal margins on all sides by setting the margin in All Sides.
To set margins on individual sides, set the margins on each side.
Borders Set a border for the images as:
• To set a uniform border on all sides, select All from the Border drop-down
list. Alternatively, you can specify the side on which you want the border to
appear from the drop-down list.
To set the border style, select the style from the Style drop-down list.
To set the border color, select the color from the Color drop-down list.
To set the border width, select it in, in points, from the Width menu.

General settings
The following table describes the options that are available in the General Settings.

Option Description

Topic Settings
Split Into Topics Specify a marker that is used in the FrameMaker document for pagination.
Using Marker

941
Option Description

Cleanup Inline Specifies whether inline styles from your source documents are included in the
HTML Styles published output or not.
Topic Name Specify the topic name pattern for topics generated from the added FrameMaker
Pattern document.
Use Only ASCII Specify whether to allow non-ASCII characters in the generated topic filenames
Characters in or automatically convert to ASCII characters.
Generated
Filenames
Glossary
Style Specify how glossary terms display:
• Hyperlink: Display as a hyperlink and navigates the user to the definition in
the glossary.
Pop-up: Displays a pop-up on the page.
Expanding Text: Displays in-line expanding text on the page.
Tooltip: Displays as a tooltip if the user hovers the mouse over the term.
NOTE: For details on creating a FrameMaker glossary, see Glossaries.

Marker Type Keeping the marker text as same, apply glossary marker to the glossary
definition paragraph in the document and Glossary Term marker to glossary term
instance in text.
DHTML Effects
Create Drop Define DHTML effect to be applied to the drop-down list in the Responsive
Down HTML5 output.
Create Expanding Define DHTML effect to be applied to the expanding text in the Responsive
Text HTML5 output.

942
Output settings
Learn how to customize the publish output format settings like title, favicon, layout, responsive design,
table of contents and much more when publishing to HTML5 with Adobe FrameMaker.

Introduction
The Outputs tab of the Publish Settings dialog provides options to customize publish output format
settings such as the title, favicon, layout, and table of contents (for eBook output formats).
The following tables describe all options available in the Outputs tab.
NOTE: To generate the Mobile App output, see Generate mobile apps using Apache Cordova and Upload
your mobile app to the app store articles.

General tab
The following options are available in the General tab.

Option Description Available in

Title Specify a title for your output. You can use • Responsive HTML5
variables to dynamically generate titles. For EPUB
example, you can use the variables as: Kindle
<OutputName>
(Default) Name of the output being published. Microsoft HTML Help
<SourceFilename>
Name of the FM file/book being published.
<$VarName>
Value of variable VarName as defined in the
FrameMaker source document/book.
NOTE: VarName cannot contain the / (front-slash)
character.
Favicon Specify an icon to associate with the output. The • Responsive HTML5
icon appears in the browser tab or the address
bar depending on the browser being used.
Language Specify the output language for the layout if the • Responsive HTML5
language is different from the language of the EPUB
project. FrameMaker uses this language setting
Kindle
for the UI strings and language-related UI
elements in the preview and generated output. Microsoft HTML Help

Encoding Specify the character encoding format if the web • Responsive HTML5
server to which you are publishing has character
encoding different from UTF-8.

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Option Description Available in
Manage layout Customize or use an existing layout for the • Responsive HTML5
published output. The drop-down list provides
the following options:
• Edit: Customize the current layout. For more
information about customizing layout, see
Customize layout.
New: Select New to open the Choose Screen
Layout dialog to select a new layout. In the
Choose Screen Layout dialog:
a) Select a screen layout from the available
list in the Gallery.
b) Click OK to select a new screen layout for
your output.
Import: Import a screen layout file (.slz).
Export: Export the current screen layout as a
.slz file. You can use this layout in other
FrameMaker or RoboHelp projects.
Use HTML Page Import a .htt, .htm, or .html template file to • Responsive HTML5
Template define and create a mini TOC in the published EPUB
output.
Kindle
For details on how to define the HTML page
template, see HTML page templates. Microsoft HTML Help

Override Styles for Import a .css file to override the defined output • Responsive HTML5
This Output styles. EPUB
Kindle
Microsoft HTML Help
Enable Browse Specify whether the output should display • Responsive HTML5
Sequence browse sequences. Microsoft HTML Help
Use Dynamic Assign a dynamic content filter to the current • Responsive HTML5
Content Filter in output.
the Output: For details on how to create a user dynamic
content filters, see Dynamic Content.
Table of Content A table of content to display in the generated • EPUB
Settings Help. You can choose Index, Glossary, or both. Kindle
Also, you can specify the positioning of Index and
Glossary in the published output.

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Option Description Available in
Validate EPUB 3 Set FrameMaker to validate the EPUB output • EPUB
Output using the standard EPUB validation tool
EpubCheck. EpubCheck requires Java Runtime 1.5
or above installed on the computer.
NOTE: If the EpubCheck.jar file is not available
on your computer, download it from the link
provided in the EPUB Validation dialog box. Vali-
dation messages are available only in English.
Embed Fonts Embed the selected fonts into the eBook. • EPUB
Use this option, if you are creating content that
includes uncommon fonts, or if you are using
custom fonts that may not be available on the
end-users’ environment. Since the fonts will be
included as part of the eBook output, the user
experience will be uniform even if some users do
not have the font installed.
When you check this option, the Embed Font
dialog is displayed. In this dialog, you can choose
to embed fonts that are currently included in
your RoboHelp project. You can also choose
embed system fonts that are not currently
included.
Click the Manage button to open the Embed
Fonts dialog to make changes to the currently
embedded fonts.
Show KindleGen Select to display the errors, warnings, and status • Kindle
Logs messages generated by the KindleGen converter
in the Output View panel.

945
Option Description Available in
KindleGen Path • As KindleGen is obsolete, you can download • Kindle
the most current Kindle Previewer. You can
download Kindle Previewer from Publish
Settings, Outputs, General, KindleGen
Path.
• Before publishing any document/book in
Kindle format, set the path of on your
system. The default path of kind-
legen.exe is \Users\Adminis-
trator\AppData\Local\Amazon\Ki
ndle Previewer 3\lib\fc\bin. If
your organization supports LDAP authenti-
cation, your path could be in the folder
named with your LDAP instead of the
Administrator folder.
Add Breadcrumbs Add breadcrumbs in the topic pages. • Microsoft HTML Help
Links
Optimize CHM File Reduces the size of the CHM file. • Microsoft HTML Help
Size

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Option Description Available in
TOC/Index Open the HTML Help – Advanced Settings dialog • Microsoft HTML Help
Settings and configure the following settings:
In the Index tab:
• Default Window: To display the topic in a
custom window, select the window name.
Default Frame: To display the topic in a cus-
tom frame, select the frameset name.
Font: Use Select Font to choose a font. Click
Default Font to set the selected font as the
default font.
The TOC Styles tab has the following options in
addition to the options available in the Index tab:
• Border: Add a border around the table of
contents.
Dialog Frame: Add a frame around the table
of contents.
Lines From Root: Displays lines connecting
books and pages starting at root.
Plus/Minus Squares: Display plus and minus
icons that open and close books.
Always Show Selection: Display the topic se-
lected from the Contents tab (even if this tab
is not the left-pane focus).
Folders Instead Of Books: Display folder
icons instead of book icons.
Lines Between Items: Add lines between
books and pages.
Single-Click To Open Book: Enable books to
open with one click.
Raised Edge or Sunken Edge: Create a
three-dimensional appearance.
Binary TOC: Create a binary TOC. The binary
TOC option is recommended only for large
Help systems. It requires compiled HTML
Help and does not support customization or
external TOC files.

Optimization tab
The following options are available in the Optimization tab.

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Option Description Available in

Convert Absolute Convert the actual width and height of images • Responsive HTML5
Image Size to into percentages. In this way, you can make EPUB (General tab)
Relative Image images used in your project device-friendly and
Kindle (General tab)
Size adapt to different device sizes.
Convert Absolute Convert the actual width and height of tables into • Responsive HTML5
Table Size to percentages. By allowing FrameMaker to EPUB (General tab)
Relative Table Size optimize the tables in this way, you ensure that
Kindle (General tab)
the tables adapt to different device sizes.
Enable Zoom On Enable or disable pinch zoom on the iPad and the • Responsive HTML5
iOS Devices iPhone. When this option is enabled, users can
zoom in on a FrameMaker output displayed on an
iPad or iPhone by pinching the device screen.
Convert SVG to Convert the SVG images in the document to • Responsive HTML5
Raster Image rasterized images. By default, FrameMaker
embeds the entire SVG code in the final
Responsive HTML5 output. SVG images retain
their image quality regardless of the screen size
and resolution of the device on which they are
being viewed.

Additional notes on handling image references


Original image referencing: FrameMaker maintains all image formats supported on web pages in your
unstructured documents as-is in the HTML5 output for them. The images do not undergo any conversion
process and the quality and specified size of your images is maintained. Other image formats that are not
supported on web pages like .bmp and .tiff are converted to .jpg, but the image quality is improved for
them. The original names of the referenced images are retained as-is when they are published into the
HTML5 format.

Search tab
The following options are available in the Search tab.

Option Description Available in

Enable Substring If you enable this feature, a search for “log” • Responsive HTML5
Search returns topics containing the words “catalog” and
“logarithm.”
Substring search takes longer than whole-string
search.

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Option Description Available in
Show Context in Select to have the search results displayed along • Responsive HTML5
Search Results with the first specified number of characters of
the topic.
Number of Number of characters to display as defined in • Responsive HTML5
Characters in Show Context in Search Results.
Search Context
Number of Results The number of search results to display on each • Responsive HTML5
on a Page page.
Generate XML Select to generate a sitemap for your published • Responsive HTML5
Sitemap output.
In the published output, you will find the
sitemap.xml file, which contains the sitemap
of your published output. You can submit the
sitemap.xml file to your search engine to
improve the search results for your site. As
different search engines use different process for
sitemap.xml submission, ensure you follow
the correct process as described in the search
engine’s documentation.
Base URL of the Specify the base URL of your site where you plan • Responsive HTML5
Help System to host the published output.
If your base URL is different from your primary
domain, then you must add the location of the
sitemap.xml file in the robots.txt file. For
example, if your site's primary domain is
www.example.com and you plan to keep the
sitemap.xml file at the
www.example.com/ProductName/help/ location,
then you must add an entry of the sitemap.xml
file in the robots.txt file. Else, if the
sitemap.xml file is saved at the same location
as robots.txt, then you do not need to make any
changes in the robots.txt file.
Content Change Select the frequency at which you intend to • Responsive HTML5
Frequency update your help system or website. Search
engines can use this information to revisit your
site for indexing updated content.

Server tab
The following options are available in the Server tab of the Responsive HTML5 output.

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Option Description

Servers Click New to add details of the RoboHelp Server where you want to publish your
project. In the New Destination dialog, specify the following details:
• Descriptive Name: Enter a descriptive name to identify the RoboHelp
Server configuration.
Server Name: Specify the RoboHelp Server URL in the format
http://<servername>:<port
number>/<context-name>/server
User ID and Password: Specify the user ID and password of the user ac-
count that has publishing rights on RoboHelp Server.
Save Password: Select this option to save the user credentials.
Help Area: Click the refresh button to get a list of areas defined on the
RoboHelp Server. Select an area name from the drop-down list to publish
your project to the selected area. If you don’t select any area, then your
project is published on to the default area.
Click Edit to make changes to an existing RoboHelp Server configuration.
Click Delete to remove the saved configuration.
Check for Deleted When selected, FrameMaker checks for files that have been deleted from the
files destination location and republishes them.
Prompt before When selected, FrameMaker prompts before overwriting files. However, it will
Overwriting files not overwrite files in case you are generating the output using the batch
(no overwriting generate feature.
when batch
generating)
Republish All Select this option to republish all files at the destination, overwriting existing
files.
NOTE: If you have updated any document in your book, you will have to regen-
erate the updated content locally. However, only the updated documents are
published on RoboHelp Server.

Meta Information tab


The following options are available in the Meta Information tab of the EPUB and Kindle output formats.

Option Description

Author(s) The name of the author. To specify multiple author names, use comma as the
separator.
Publisher(s) The name of the entity responsible for making the output available, for example,
the author or the organization.

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Option Description

Rights A statement about rights, for example, a copyright notice.


Description A description of the content.
Publication An identifier conforming to specifications, such as ISBN.
Identifier
Publish Date The date of publishing the output. Follow the format specified in Dublin Core™
Metadata Element Set and W3C Date and Time Formats.
Cover Image Specify the path for a JPG, JPEG, or PNG image that you want to use as the cover
page of the eBook and the dimensions. Use percentage values to allow browsers
to optimize display for different-sized screens.
You can also specify a GIF image. However, in the case of a GIF animation, only
the first frame is used as the cover page.
NOTE: If you do not specify a cover image, FrameMaker uses the first topic in the
TOC as the cover page.
Custom Metadata Specify additional EPUB 3-specific metadata in XML format. For more
information on specifying metadata for EPUB, refer to section The metadata
Element in the EPUB Publications 3.0 specification.
For example, if you want to add the identifier type (ISBN, UUID, DOI, etc.) for a
Publication Identifier, you can use the XML format below:
<dc:identifier
id="pub-id">urn:doi:10.1016/j.iheduc.2008.03.001</dc:iden
tifier>
<meta
refines="#pub-id"
property="identifier-type"
scheme="onix:codelist5">06</meta>

Customize layout
To customize the layout in Responsive HTML5 or Mobile App output, do the following:
1) In the Manage Layout area, click the Settings button and select Edit.
The Layout Customization dialog displays a preview of the layout.

951
2) Select a layout component from the Layout Components list.
Each component has a set of customizable properties associated with the component.
3) To edit a property, go to the property value in the Properties pane and edit it.
You can go to a property in the Properties pane by clicking the property and editing the value of the
property.
Alternatively, notice the Component preview pane displays the preview of the component. In addi-
tion, the preview pane displays buttons pointing to each property in the preview pane.
You can click a property button in the preview pane to go to the property in the Properties pane.
This will allow you to identify (from the preview) the property that you are editing.
4) Click Save to save the updates.
5) To reset all the component properties, click Reset component.
6) To reset a specific component property, select the component (either from the Properties pane or
from the preview pane). Click Reset property.
7) Click Close.

Upload your mobile app to the app store


To upload the app on Apple or Android app stores, follow the instructions in the following articles:
• Android Developer Console

952
• Submitting Your App to the Apple App Store

Publish Responsive HTML5 output on RoboHelp Server


To publish Responsive HTML5 output on RoboHelp Server, do the following:
NOTE: Before performing the steps in this procedure, ensure that your RoboHelp Server is up and running.
1) Select the document file (.fm or .xml) or book file (.book or .ditamap) that you want to
publish.
2) Choose File > Publish.
3) In the Publish panel, right-click Responsive HTML5 and select Edit Settings.
The Outputs tab appears with the Responsive HTML5 selected by default.
4) Select the Server tab.
5) Click New to create a RoboHelp Server destination to publish projects. In the New Destination
dialog, provide Descriptive Name, Server Name, User ID, and Password to connect and authenti-
cate to the RoboHelp Server.
6) Click the Refresh button to refresh the list of areas from the server. If you do not select an area, the
project is published in the default area.
NOTE: To publish to the default context (robohelp), enter the server name in the
http://<server-name>:<port-number> format. FrameMaker appends
/robohelp/server to it. Else, to publish to a context other than the default context (robohelp),
specify complete URL in the format http://<server-name>:<port-number>/<context-
name>/server.
7) Click OK to save the server configurations and close the New Destination dialog.
The new server destination can be seen in the Servers dialog.
8) Click Save and Close to close the Publish Settings dialog.
9) To publish the project to the server, right-click Responsive HTML5 in the Publish panel and select
Publish to Server.
10) Click Publish in the Result dialog.
You can view the files published on the server in the Statistics window.
NOTE: To view the project on the server, go to RoboHelp Server Web Administrator and in the Projects tab,
select the area where you have published the projects.

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Use the RoboHelp settings (isf) file
Know how you can use the RoboHelp Import Settings (.isf) file that defines project-wide settings for each
FrameMaker document.
You can use the RoboHelp Import Settings (.isf) file that defines project-wide settings for each
FrameMaker document. To apply these settings in your FrameMaker publish output, export the settings
file from RoboHelp. Then use the defined settings in your FrameMaker published output by importing
the ISF file.
When you export an ISF file from RoboHelp, the file includes the following settings:
• Cascading style sheets (CSS) for RoboHelp projects
• Style mapping between FrameMaker styles and RoboHelp styles
• Style conversion and other settings
• FrameMaker Template
For more details on FrameMaker to RoboHelp conversion, see FrameMaker document components
converted to RoboHelp in the Using RoboHelp guide.

IMPORTANT: When you import an ISF file, the RoboHelp settings included in the file overwrite the corre-
sponding FrameMaker STS file settings.
To import an ISF file:
1) In the Publish dialog, click the Settings button and select Import ISF File.
2) In the Select ISF File dialog, choose the settings file.
When you import an ISF file, the settings contained in this file are imported into the publish settings
(.sts) file.
3) You are prompted to import the ISF settings into the current settings file or create a new settings
file.
The Publish Settings dialog displays the imported ISF settings.
4) In the previous step if you chose to import the ISF settings into a new publish settings file, specify
a location for the new file.
If you chose to import the ISF settings into the existing publish settings file, save the updated publish
settings.

954
HTML output
Know about the HTML output in Adobe FrameMaker.
FrameMaker allows you to save the book and FM files in multiple formats by using the multichannel
publishing feature. You can define the conversion and pagination settings in FrameMaker, and then save
the entire book or a document as HTML, and other supported formats. The HTML output created can be
navigated through the links created from the source document.
If you are publishing the content authored into online Help formats other than HTML, such as EclipseHelp
or Adobe AIR-based Help, you can use Adobe RoboHelp as the publishing tool. In addition, for enter-
prise-level publishing, you can use Adobe FrameMaker Publishing Server to publish content in multiple
channels and on devices.

955
Preparing documents for conversion to HTML
Know about HTML documents and how to prepare documents for conversion to HTML, conversion of
text and graphics in Adobe FrameMaker.
HTML provides a set of elements that describe how each part of a document is used. For example, the
<p> (paragraph) element is a normal body paragraph; the <h1> element is a first-level heading.
HTML elements are conceptually similar to Adobe FrameMaker formats. For example, HTML documents
contain body paragraph elements and heading elements, while FrameMaker documents contain para-
graphs that use formats designed for body paragraphs and headings.
However, HTML elements differ from FrameMaker formats in the following ways:
• HTML documents use a standard set of elements, while FrameMaker documents can contain any
number of formats and use any names for the formats.
• HTML elements describe the structure of a document, not its format. A web browser such as
Google Chrome or Microsoft Edge displays each element in a predefined format. Two browsers
may display the same element in different ways.
HTML documents can contain hypertext links to locations in the same file, or to other files anywhere on
the internet or on an intranet. Most of the FrameMaker hypertext commands are automatically
converted to HTML hypertext commands when you save a document as HTML.

HTML conversion overview


HTML is an online format optimized only for certain kinds of presentation. For this reason, do not expect
your HTML documents to look identical to your FrameMaker document. If design items in your docu-
ments have no acceptable equivalents in HTML, consider converting to PDF instead of HTML. For infor-
mation, see Save as PDF.
What is converted
When you save a document as HTML, FrameMaker converts only the contents of the main text flow (the
flow tagged A). Make sure the text in flow A is the one you want and that all of flow A is connected. (See
Connect text frames.)
TIP: If your document has multiple flows that you want preserved, consider saving as PDF instead. See
PDF output. When you save as PDF, each flow can be converted to an Acrobat article thread.
The contents of anchored frames in the flow are converted to graphics (including the text within
anchored frames). Graphics and text not in the main flow whether they appear on master pages (such as
headers and footers) or directly on body pages (such as graphics placed directly on the page) are not
converted to HTML. If you want to duplicate the effect of headers so that text or graphics appear at the
top of every HTML document (for example, text for a logo or navigation buttons), use macros.
Some FrameMaker hypertext commands convert to equivalent HTML links.
HTML export issues
When you export to HTML, note the following issues:
• Vector graphics and text frames in anchored frames are converted to bitmaps. If the text in the
converted graphic is greeked, you can change the Greek Text Smaller Than setting in the Prefer-
ences dialog box.

956
• If you scale or crop GIF graphics that have been imported by reference, these settings will be lost
when converted to HTML.
• HTML files produced by FrameMaker do not display line breaks when opened in Windows Notepad.
To view the HTML file correctly, use FrameMaker, an advanced text editor, or a browser that lets
you view the source code.
• If the document uses paragraph or character style names that contain accented characters, you
may have problems viewing the characters with some browsers. To avoid this problem, rename
paragraph or character styles to use unaccented characters, or delete the cascading style sheet
(.css) file that was created with the HTML file.
Using templates that map well to HTML
To minimize fine-tuning when you save documents as HTML, create your documents from one of the
supplied FrameMaker templates. The formats of these templates map easily to HTML equivalents.

Figure 1: Sample chapter template before and after HTML conversion


Using web-safe colors
The Online color library provides 216 web-safe colors that have a consistent appearance on all platforms
when viewed with a web browser.
RELATED LINKS:
Hypertext commands
Colors

957
Preserve the FrameMaker look by using style sheets
HTML was designed not as a formatting language but as a way of presenting the structure of a document
(its semantics). In some cases, however, you may be concerned with the format of a document as well
as its semantics. You may want to preserve the look of your FrameMaker document more than is possible
with regular HTML elements alone.
For example, suppose you have a document that uses blue 20-point type for the first letter of a chapter.
An HTML style sheet can preserve unique formatting of this kind.
An HTML cascading style sheet is created for you with the same name as the main HTML file but with an
extension of .css. It is a standardized file format that many Web browsers can use and interpret. A
.css style sheet contains formatting specifications that can duplicate the font, style, size, indents,
spacing, and margins of the original document.
The HTML file contains a reference to a .css style sheet. If the browser finds the style sheet, it uses the
information to format the Web page. If the browser does not support style sheets, it uses only the built-in
formatting defined for each HTML element.
1) Save your document as HTML. A .css file is automatically created in the same folder as the HTML
file.
2) Copy the HTML style sheet (.css file) to the web server in the same folder as your HTML files.
NOTE: Style sheets are sometimes called “cascading” because their format rules can overlap-and
collide-with rules in other style sheets, such as a personal style sheet set up by someone viewing your
converted document. The style sheet that FrameMaker creates takes precedence over other style
sheets.
RELATED LINKS:
Saving structured documents as HTML with Adobe FrameMaker

Format overrides
Changes tracked as format overrides
FrameMaker treats changes in text, character, and table properties that differ from the definitions as
overrides. In addition, if the current document does not have a definition of the format, it is considered
an override, such as when you copy and paste text from other documents.
The following cases are considered overrides:
• When you apply formatting using the toolbar such as applying bold, underline, or italics.
• When you edit the paragraph, character, or table style in the Designer and then applying only to
the selection, without updating the format definition.
• When you copy content from another document with a different template, the content copied
retains the formatting, but the definitions are not present in the current document.
For example, consider a character style named Error, with text color as Red and Weight as As Is. If you
change the text color from Red to Black, then it is an override. However, if Weight is change from Regular
to Bold, it is not an override (no deviation from definition). However, if a format that had a property set
as As Is is changed, it is not tracked as an override.

958
NOTE: If properties of table cells are changed from Table > Format > Custom Ruling and Shading, then it
is not flagged as a table format override.
Managing format overrides for content conversion
Accurate conversion depends on the consistent use of formats in your FrameMaker documents. Results
will not be as good if your documents use format overrides instead of defined formats stored in the cata-
logs. For example, a document that uses a Body format for both regular paragraphs and headings will not
convert to HTML accurately. If your documents use overrides extensively, you should do one of the
following:
Search and remove format overrides
You can search and remove paragraph, character, and table format overrides in a book or document.
1) Choose Edit > Find, and from the Find drop-down list, select the format override type.
2) In the Change drop-down list, select Remove Override.
3) Click Find, and then click Change for each instance of the format override.
Create and apply a new set of formats based on the overrides
You can let FrameMaker automatically analyze the document for format overrides, and create new
formats. Any format used in the document but not stored in a catalog is added to the catalog. Also, if the
document uses a format with a format override, a separate format based on the override is added to the
catalog.
For example, if a document contains a Body paragraph with an override (for example, a left indent), that
paragraph will be tagged Body1.
If another override is used for Body (for example, a default font change), any paragraph using that over-
ride will be tagged Body2. You may want to rename some formats to make them easier to interpret. For
example, you could rename Body1 to BodyIndent.
• Choose File > Utilities > Create And Apply Formats, and then click Continue.

Add links to URLs


A uniform resource locator (URL) is the location of a document anywhere on the Internet or on an
intranet. You can embed a special marker in a FrameMaker document that becomes a link to a URL when
the document is saved as HTML or PDF.
1) Select the text you want to be linked to a URL and apply a character style to it. For example, you
might apply an underline format to the words Click here for more information.
2) Click in the formatted area, and choose Insert > Hypertext.
3) Choose Message Client from the Command drop-down list and enter the following in the Syntax
text box:
message URLurl_name
Replace url_name with the URL you want to link to. For example, to link to the Adobe Systems home
page, you would enter the following:
message URL http://www.adobe.com
4) Click New Hypertext Marker. When the document is converted to HTML, XML, or PDF, clicking the
formatted text displays the location specified by the URL.

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NOTE: While creating a Hypertext Marker, it is recommended not to add the link of a PDF that has
an ampersand (&) in the URL. It may cause a broken link in the Responsive HTML5 output.
RELATED LINKS:
Define an active area in a document

Create links that simulate a TOC


You can convert a large file into a series of small HTML subdocuments that are linked to one parent docu-
ment. The parent document can then function as a linked table of contents for the subdocuments.

Figure 2: FrameMaker document and the simulated TOC in a Web page


Subdocuments are automatically named sequentially. For example, when you save MyDoc to HTML, the
parent document is called MyDoc.html, the first subdocument is MyDoc.1.html, the second one is
MyDoc.2.html, and so on. Do not rename the files; otherwise, the links will become invalid.
The hierarchy of heading levels in the subdocuments is controlled by the Headings table.
1) Adjust your document mappings so that a heading starts a new file. Do this by using the Start New,
Linked Web Page option in the HTML Setup dialog box.
NOTE: Look for a heading whose contents are neither too large nor too small. (Readers might get
lost if they have to do too much scrolling or might be frustrated if the page they jump to has only
one paragraph.) Also, you may want to make sure some text appears before the first instance of
the heading you choose so that there is an introduction to the list of links.
2) Give readers an easy way to return from the linked subdocuments to the parent document by
defining the EndOfSubDoc or StartOfSubDoc system macro. The text or graphics defined by
this macro will appear at the end or the start of each linked Web page as in the following example.

960
Macro Name Replace With

EndOfSubDoc <div>
<p><a href="<$parentdoc>">Return to main
page</a></p>
<p><a href="<$prevsubdoc>">Go to previous
page</a></p>
<p><a href="<$nextsubdoc>">Go to next
page</a></p>
</div>

3) Save the file or book as HTML. The parent document will contain the linked table of contents.
RELATED LINKS:
Set up and adjust HTML mappings

Setting up links for image maps


Image maps on a web page are graphics with areas defined as links. Image maps can add visual interest
to otherwise plain text-only links to web pages.
When you convert a FrameMaker document to HTML or XML, graphics in the main text flow are auto-
matically converted to image maps if you have set them up correctly. They convert in these cases:
• When a graphic in an anchored frame has one or more text frames on top of the graphic, and these
text frames have valid hypertext markers in them.
• When a graphic in an anchored frame has a rectangular matrix of links over it.

Specifying graphics conversion


When you save documents as HTML, all graphic files imported by copying into anchored frames are
converted to GIF format unless you specify that all the graphics be saved to another format. Each graphic
is saved to a separate file. Text in anchored frames is also converted to GIF.
Graphic files imported by reference are left in their original locations unless you specify that copies
should be made. In that case, the formats are inspected and converted as needed (preserving the dpi
scaling of a graphic). The new files are created in the same folder as the HTML document.
Specify the file format for converted graphics
1) Choose File > Utilities > HTML Setup and click Options.

Figure 3: HTML Options

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2) Specify the graphic file format you want. You can choose from the following formats:
– GIF is best used for non-photographic images with no more than 256 colors.
– JPEG format is best used for images with a wide range of color, such as a 24-bit photograph.
– PNG format is a public-domain format that is becoming more widespread on the Web. Like
GIF, it is best used for images with no more than 256 colors.
3) Click OK.
Specify that graphics imported by reference be copied and converted
To specify that graphics imported by reference will be copied to the target destination:
1) Choose File > Utilities > HTML Setup and click Options.
2) Select Copy Files Imported by Reference.

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Set up and adjust HTML mappings
Know how to modify and set up adjust HTML mappings, auto level mappings and mappings for formats
in FrameMaker.
You can change the following HTML mappings:
• Paragraph styles map to HTML elements to define paragraph-level formatting (including styles for
body paragraphs and headings).
• Character styles map to HTML elements to define character-level formatting (including common
mappings for bold or emphasized text).
• Cross-reference styles map to HTML conversion macros to specify how cross-references will be
displayed in HTML.
After you save a document in HTML format, you may want to refine the mappings.
NOTE: A few mappings cannot be changed. For example, a FrameMaker table always converts to an HTML
table, and an anchored frame always becomes an image with an IMG tag.

Set up or modify HTML mappings


1) Choose File > Utilities > HTML Setup. The HTML Setup dialog is displayed.

Figure 1:
FrameMaker either loads the current mappings into the HTML Setup dialog box or, if no mappings
have been created yet, creates default mappings.
2) From the Map drop-down list, choose the type of formats to map (Character Formats, Paragraph
Formats, or Cross-Reference Formats).
3) Specify a mapping by choosing a FrameMaker format from the From: drop-down list and an HTML
element or macro from the To: drop-down list.
TIP: You can click in the document to select a format to adjust. The HTML Setup dialog box immedi-
ately shows the current mapping for the format you click.
4) Choose from the following options:
– If you are mapping paragraph styles and want to include the paragraph autonumber in the
converted text, click Include Autonumber. (You do not have to include an autonumber for
items in a list.)
– If you are mapping to Heading (AutoLevel) and want to start a new Web page whenever this
format is found, click Start New, Linked Web Page.

963
Use this option to break up a long FrameMaker document into several HTML files, each linked
to a single file. Whenever the specified format is found, FrameMaker leaves the heading in the
original file (the parent file) and makes it a link to a subdocument whose content starts at the
heading format and continues until the next instance of the format. For information on using
this setting to simulate a table of contents, see Create links that simulate a TOC.
– If you are mapping to the List Item element for either a bulleted or numbered list, and want
to specify how many levels deep the item is (which usually translates as how much the item
should be indented), enter a Nest List at Depth value.
5) Click Change to accept the mapping.
6) Repeat steps 2 through 5 as needed.
7) When you finish specifying mappings, close the dialog box and save the document as HTML.
If you want to edit the mapping tables on the HTML reference page, be sure to close the HTML Setup
dialog box first. Keeping the dialog box open results in an error when you try to edit the tables on that
page.

Autolevel mappings for headings


HTML supports six levels of headings. You can convert any FrameMaker paragraph style to a heading by
mapping it to Heading (Autolevel). With this special mapping, headings in the document are mapped to
H1, H2, and so on, according to their relative levels and based on the highest-level mapping in that file.
The advantage of this method is that if the document is broken into separate HTML files, each will always
have an H1 mapping and an appropriate hierarchy of headings under that H1.
For example, suppose your document uses Title1, Title2, and Title3 formats. When you convert to HTML,
you might want to break up the document into two files, and the second file might contain only instances
of Title2 and Title3. The autolevel feature ensures that Title2 maps to H2 in the first file but maps to H1
in the second file.
For more information on how the autolevel headings work, when you choose to split a document into
separate HTML files, see Use the Headings reference page.
If you want to fine-tune the autolevel mechanism or override the autolevel function and make mappings
to specific heading levels, you must edit special tables on reference pages of the FrameMaker document.
For more information, see Edit the HTML Mapping table.

Mappings for lists


FrameMaker automatically maps bulleted lists to HTML unordered lists and numbered lists to HTML
ordered lists. If you want to override the automatic mapping, you must edit a table on the HTML refer-
ence page of the FrameMaker document. (See Edit the HTML Mapping table.)
In the HTML Setup dialog box, you can define the level of a list by specifying a value for Nest List at Depth.
Typically, a browser displays different levels with different amounts of indentation.
You can include a FrameMaker autonumber in the converted text by choosing Include Autonumber.
However, most browsers provide their own bullet characters and numbers with lists, so you are unlikely
to use this option when converting lists.
The following table shows paragraph-based HTML elements.

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Mapping name in Equivalent
the HTML Setup HTML Recommended use and typical appearance in a Web
dialog box element browser

Heading (AutoLevel) H1, H2, H3, Six levels of headings, with H1 the largest and most
H4, H5, H6 prominent
Paragraph P Normal body paragraphs
Preformatted Text PRE Text that closely matches the original’s line breaks and
spacing; usually achieved by using multiple spaces and a
fixed-width font
Address ADDRESS Text set off from the rest denoting an e-mail address or the
like; usually indented or italicized
Block Quote BLOCKQUOTE A quotation set off by indenting
, BQ
List Item LI Item preceded by a bullet character when it is part of an
unordered list (UL), or by a sequential number when it is part
of an ordered list (OL)
List Item (Continued) P Body paragraph within a list (not preceded by a bullet or
number)
Data Term DT Item (such as a term in a glossary) that is to be defined by a
DD element
Data Definition DD Definition of a term (a DT), such as in a glossary item
Data Definition P Body paragraph within a data definition
(Continued)
Throw Away None Discarded during conversion to HTML

The following table shows character-based HTML elements.

Mapping name in Equivalent


the HTML Setup HTML Recommended use and typical appearance in a Web
dialog box element browser

Citation CITE A citation, usually displayed in italics or underlined


Code CODE Computer-program code, usually displayed in a fixed-width
font such as Courier
Definition DFN Definition of a term, usually displayed in italics
Emphasis EM Emphasized text, usually displayed in italics or underlined

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Mapping name in Equivalent
the HTML Setup HTML Recommended use and typical appearance in a Web
dialog box element browser

Keyboard KBD Text that a user types, usually displayed in a fixed-width font
such as Courier
Sample SAMP Text that appears in a fixed-width font such as Courier
Short Quotation Q Quotation of less than a full paragraph, usually displayed in
(Intl) quotation marks (may not be recognized by all browsers)
Span (CSS) SPAN Text that is displayed as specified in an HTML style sheet (by
browsers that recognize style sheets) or without special
formatting (by other browsers). For use when no other
mapping is appropriate for example, for a drop cap.
Strong STRONG Emphasized text, displayed in bold
Typewriter TT Text in a fixed-width font such as Courier
Variable VAR A special term or, in programming contexts, the name of a
variable, displayed in italics or bold italics
Plain Text None Text that cancels any previous character mapping, displayed
as appropriate for the paragraph mapping
Throw Away None Discarded during conversion to HTML

Mappings for cross-reference formats


A typical cross-reference in a printed document such as “See Syntax on page 8 for more information”
loses its meaning in HTML documents, which do not use page numbers. For this reason, cross-references
are mapped by default to a predefined cross-reference conversion macro called See Also. The See Also
macro changes the cross-reference so that it refers to the text of the paragraph but not to the page
number (for example, “See Syntax for more information”). The cross-reference text in the original docu-
ment becomes an HTML link in the converted document regardless of what format is used.
You can modify the See Also macro, or you can create your own macros and then map cross-reference
formats to them.
When you first map a cross-reference, the See Also macro is the only macro in the To drop-down list in
the HTML Setup dialog box. If you create other conversion macros, they will appear in this menu as well.
For information on how to create and edit cross-reference macros, see HTML conversion macros.
Two other choices in the To: drop-down list let you map a cross-reference in other ways:
• Choose Original Cross-Reference Format to leave the text of the cross-reference unchanged.
• Choose Throw Away to delete the text of the cross-reference.

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Fine-tuning mappings by editing reference pages
You can fine-tune the HTML conversion by editing tables on two special FrameMaker reference pages:
the Headings page and the HTML page. If you are converting a book, the reference pages are BookHead-
ings and BookHTML. (See Convert books to HTML files.) For general information on reference pages, see
Reference pages.
NOTE: Do not edit the information on the HTML reference page unless you are familiar with HTML coding.
Most users will not need to edit the tables on this page.
The reference-page tables are set up automatically the first time you save as HTML or the first time you
choose File > Utilities > HTML Setup. The Headings reference page contains one table, the Headings
table. The HTML reference page contains the following tables:
• The HTML Mapping table. (See Edit the HTML Mapping table.)
• The HTML Options table, which contains the settings you make in the Options dialog box. (See Spec-
ifying graphics conversion.)
• The HTML System Macros table, the HTML Cross-Reference Macros table, and the HTML General
Macros table. (See HTML conversion macros.)
• The HTML Character Macros table. (See Convert special characters.)
If the tables are large, the HTML reference page will continue on for as many pages as needed.

Use the Headings reference page


The Headings table on the Headings reference page identifies which tags should be used for headings and
what their hierarchy is.

Figure 2:
Using this table, you can modify the mappings for headings and the relative levels of those headings.
To Help you identify heading formats, text appears in the same font and point size as the headings do on
the body pages of the document.
Edit the Headings table
1) Choose View > Reference Pages and display the Headings page. The Headings page will not exist
until you save the document as HTML, or choose File > Utilities > HTML Setup.
2) Edit the table by doing the following:

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– To map a different paragraph style to a heading level, change the paragraph style in the
second column but do not change the heading level number. For example, if a Tip format is
mapped to a level-6 heading but you want the Warning style to be mapped at that level
instead, just change Tip to Warning in the second column.
– To change the relative levels of headings, change the numbers in the Heading Level column.
For example, to promote the Warning style to a higher heading level, change the 6 to a 5 in
the Heading Level column. (You do not have to change the order of the rows when you do this,
but you might want to so that the table is easier to read.)
– To map several styles to a single level of heading, use the same number in the Heading Level
column. For example, the Note and Warning formats are both level-6 headings in the
following Headings table.

Heading Level Paragraph Style Comment

6 Note
6 Warning

– To add a format to the Headings table, press Ctrl+Return to add a row and then fill in the
Heading Level and Paragraph Style columns.
3) If you removed or added formats in the Headings table, change their mappings in the HTML
Mapping table as well. For example, you might change the entry of a SubHead style from H* to P in
the HTML Mapping table. For more information on editing this table, see the next section.

Edit the HTML Mapping table


The HTML Mapping table on the HTML reference page contains the mappings you assign using the HTML
Setup dialog box. (Mappings for headings appear here too, as well as in the Headings table.) You usually
do not need to edit this table directly, but you might want to edit it in the following situations:
• To bypass the autolevel mapping of headings and instead map a format explicitly to a heading level
such as H1 or H2. (See Autolevel mappings for headings.)
• To change many mappings quickly or globally by using Edit > Find/Change.
• To change a bulleted list to a numbered list, or the reverse.
• To use an HTML element that is not available through the HTML Setup dialog box.
• To document the mappings in the Comments column of the table.
The first column of the Mapping table contains a FrameMaker source item prefixed with a letter that indi-
cates the type of item: P for paragraph style, C for character style, or X for cross-reference format. The
second column can contain the name of an HTML element or an HTML conversion macro name.

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Figure 3:
For information on defining macros, see HTML conversion macros.

Edit a mapping using the HTML Mapping table


1) Choose View > Reference Pages and display the HTML page.
2) Locate the Mapping table on that page, and find the format whose mapping you want to change.
3) Make the following changes as needed:
– In the Element column, enter the name of the HTML element or conversion macro that the
format is to be mapped to. If you are not sure of the correct HTML element name, see the
tables in Mappings for lists. Enter H* to map to an autolevel heading.
– In the New Web Page column, enter Y for Yes to create a separate HTML document whenever
this format is found. Otherwise, enter N for No.
– In the Include Auto# column, enter Y or Yes to include the full autonumber text of this format
in the conversion. Otherwise, enter N or No.
– In the Comments column, enter any text to document the purpose of the mapping, special
cases, and so on. You can leave this column blank.
An edited row might look like this.

FrameMaker Source New Web Include


Item HTML Element Page? Auto#? Comments

P:Fnote FOOTNOTE N N Will not work in all


browsers

Convert special characters


The FrameMaker character set and the character set used by HTML and the Web are not identical.
Because of this, some characters are mapped to substitutions when converted to HTML. Some mappings
are internal and rely on special HTML codes called entities. (For example, curved quotation marks are
changed to the entity for straight ones.) Other substitutions are defined in the Character Macros table.
For example, an em dash is defined as two hyphens. If no mapping exists, the character is ignored.
The following characters either have special predefined mappings or are treated specially.

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Character Default mapping Where defined

… (ellipsis) ... (three periods) Character Macros table


— (em dash) -- (two hyphens) Character Macros table
– (en dash) - (one hyphen) Character Macros table
¢ (cent) &#162; (HTML character reference) Character Macros table
© (copyright) &#169; (HTML character reference) Character Macros table
®
(registered) &#174; (HTML character reference) Character Macros table

° (degree symbol) &#176; (HTML character reference) Character Macros table


< and > (angle brackets) &lt; and &gt; (HTML entities) Internal
" &quot; (HTML entity for ") Internal
& (ampersand) &amp; (HTML entity) Internal

You can add or change mappings for characters by adding or editing entries in the Character Macros
table. As the previous table illustrates, you can map characters to text or to HTML character and entity
references (which begin with an ampersand and end with a semicolon).
1) Choose View > Reference Pages and display the Character Macros table on the HTML page.
2) Edit a mapping, or create a new row (by pressing Ctrl+Return) and enter a new mapping.
If you are unsure how to type a special character in the first column, look up its keystroke.
For example, to set up mappings for the dagger character, the trademark symbol, and the ae ligature,
you could add the following rows.

Character Replace With Comments

‡ * Dagger symbol
™ (tm) Trademark symbol
æ &aelig; ae maps to the HTML entity reference for that symbol

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Save a document in HTML format
Know how to save a document in HTML format in Adobe FrameMaker
To convert a FrameMaker document to HTML, simply save it as an HTML file. Saving as HTML sets up defi-
nitions for how each FrameMaker format will convert, or map, to an HTML element. You can also save a
whole book as HTML. (See Convert books to HTML files.)
FrameMaker automatically creates the mappings of formats to HTML elements upon initial conversion
to HTML, but you can fine-tune them, and make further customizations, by creating conversion macros.
For information, see Set up and adjust HTML mappings and Fine-tuning mappings by editing reference
pages.
Even if you plan to fine-tune the conversion, you should begin by saving as HTML. You can then fine-tune
the automatic mappings as needed.
1) Choose File > Save As and choose HTML from the drop-down list.
2) Give the filename an extension of .html, specify the file location, and click Save. The converted
file is saved where you specified.
3) Open the HTML file in a Web browser to examine the converted file. If it meets with your approval,
you are done.
To refine some mappings, continue by following the steps in Set up and adjust HTML mappings.

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HTML conversion macros
Learn how to use HTML conversion macros in Adobe FrameMaker
In this topic
• Introduction
• Create or edit an HTML conversion macro
• Use building blocks in HTML conversion macros
• Redefining HTML system macros

Introduction
You can use the following tables on the HTML reference page to define HTML conversion macros:
• The HTML System Macros table, which contains eight predefined macro names you can use to
perform special functions at the start or end of Web pages.
• The HTML Cross-Reference Macros table, which contains replacement text for FrameMaker
cross-references.
• The HTML General Macros table, which contains general-purpose macros that you define (for
example, the title of the converted document).
NOTE: You cannot alter the System or General HTML macros in the HTML Setup dialog box.
After a macro is defined, you can use it by name in other macros, or you can map to it in the HTML
Mapping table. The macro name appears in the To drop-down list in the HTML Setup dialog box, so you
can map a format to it without editing the Mapping table directly.
For examples of HTML conversion macros, see the reference pages of the templates that are included
with FrameMaker.

Create or edit an HTML conversion macro


1) Choose View > Reference Pages to display the HTML page.
2) Edit a macro in a table, or create a row (by pressing Ctrl+ Return) and enter a new macro starting
with a macro name. (You cannot add macros to the HTML System Macros table; you can only edit
their replacement text.)
Replacement text can contain any mixture of text, HTML codes, and FrameMaker building blocks. Be sure
that you enter valid HTML code; FrameMaker does not check the HTML syntax.

Use building blocks in HTML conversion macros


You can use the following building blocks in HTML conversion macros to include special types of text.

Building block Description


<$paratext> See “Including source information in cross references” and “Including
<$paratag> character styles in cross-references” for details.
<$paranum>
<$paranumonly>

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Building block Description
<$variable[varname]> Contains the text of the variable
<$defaulttitle> Contains the text of the first heading that appears in the current
document
<$nextsubdoc> Contains the URL of the next HTML subdocument
<$prevsubdoc> Contains the URL of the previous HTML subdocument
<$parentdoc> Contains the URL of the parent HTML document

Building blocks are enclosed in angle brackets (< >) and begin with a dollar sign ($). Enter these building
blocks in all lowercase letters.
NOTE: The General Macros table has a column labeled “Head.” Use this column to define a title or to
include special, advanced information about the HTML document (such as keywords that a search engine
might use). To fill in this column, you need to know the HTML elements that are permitted in the HEAD
section of an HTML document.

Redefining HTML system macros


HTML system macros are a special case because you can redefine them, but you cannot add new ones.
These macros are especially useful when splitting up documents into separate HTML files. For example,
you can define the StartOfSubDoc macro so that your company logo appears at the top of every new
Web page.
In these descriptions, the parent document refers to the first Web page and subdocument refers to a
document linked to the parent document.

System macro Use


StartOfDoc Inserts text at the top of the topmost Web page
EndOfDoc Inserts text at the end of the topmost Web page
StartOfSubDoc Inserts text at the top of each subdocument except the
first and last
EndOfSubDoc Inserts text at the end of each subdocument except
the first and last
StartOfFirstSubDoc Inserts text at the top of only the first subdocument
created
EndOfFirstSubDoc Inserts the replacement text at the end of only the first
subdocument
StartOfLastSubDoc Inserts the replacement text at the top of only the last
subdocument created

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System macro Use

EndOfLastSubDoc Inserts the replacement text at the end of only the last
subdocument

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Customize titles in HTML output
Know about the HTML output in Adobe FrameMaker.
The title of an HTML document appears in the window’s title bar. When you add a bookmark to that
page, it also appears in the bookmark list. Initially, the <$defaulttitle> building block is used for the
title, which uses the first heading in an HTML file as the title for that file. Usually, the default titles are
satisfactory. However, you can specify a different title by editing macro tables on the HTML reference
page.
System macros and general macros can define two sets of replacement text: one that appears in the body
of the code and one that is inserted in the head area.
You can modify the default title, or you can remove the default title and set up your own titles. You can
also automatically pick and use map titles on the HTML pages

Modify the default titles


1) Choose View > Reference Pages and display the HTML reference page.
2) In the HTML System Macros table, locate the four system macros that set up the default titles.
Initially, they use the <$defaulttitle> building block to assign the first heading in the file as
the title. You can change any or all of them.

Macro Name Replace With Head Comments


StartOfDoc <title><$defaulttitle></title>

3) Change the default macro for Head. For example, the following macro changes the text of the title
to static text.

Macro Name Replace With Head Comments


StartOfDoc <title>My Book</title>

Set up your own titles


To set up your own titles, do the following:
1) Choose View > Reference Pages and display the HTML reference page.
2) Remove the four default title replacement texts from the HTML System Macros table.
3) In the HTML General Macros table, define a macro that uses the <TITLE> HTML element in the third
column, the Replace With (in HEAD) column. For example, the following macro uses a paragraph
autonumber and text for the title, and also as paragraph text in the document.

Macro Name Replace With Head Comments


MyTitle <p><$paranum><$paratext <title><$paranum><$paratext>
></p> </title>

4) Map the macro to the format that you are splitting the HTML document on.

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Auto-pick map title as title in STS settings file
FrameMaker provides the feature to automatically pick and use map titles on the HTML pages. Using this
feature, you can publish multiple DITA maps using a single .sts file, and all the maps will have their default
titles on HTML5 pages.
To customize the output settings and auto-pick up the map title as the title on HTML pages:
1) Choose File > Publish to open the Publish dialog. Click Settings.
2) In the Settings drop-down button, select Edit.
3) Mention <$title> in the Title field.
4) Click Save and Close.
When you publish the HTML 5 page, it will pick the default map title mentioned in the File> File Info
dialog.
NOTE: You can also add a text string along with the <$title>. For example, if you add 'Title of the page:'
<$title> in the .sts file and the File Info contains the title 'Tips to make your content engaging', the HTML
page displays the title as 'Title of the page: Tips to make your content engaging'.

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Insert special HTML code into HTML output
Learn to insert HTML code to convert document to HTML in Adobe FrameMaker.
You may want to insert special HTML code into your document (for example, the code that defines a Java
applet).
1) Choose View > Reference Pages to display the HTML reference page.
2) In the HTML General Macros table, define a macro whose content is the HTML code.
3) Choose View > Body Pages and place the insertion point where you want to insert the HTML code.
4) Choose Insert > Marker and choose HTML Macro as the marker type.
5) Enter the name of the general macro as the marker text and click New Marker.
For example, you could enter the following Java code as a macro definition.

Macro Name Replace With


MyCode <applet code="bullets.class" width="600" height="6"
codebase="classes/bullets/">
<param name="bgColor" value="White">
</applet>

Where you want to insert this applet, you insert a marker whose marker type is HTML Macro and whose
marker text is MyCode.

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Convert books to HTML files
Learn how to convert Adobe FrameMaker books to HTML.
You follow the same basic procedure to save a book in HTML format that you use to save a single docu-
ment. When FrameMaker maps the files in the book, it stores the mappings on reference pages added
to the first file in the book. You can edit the tables on the reference pages in the same way you edit the
tables on reference pages of individual documents.
The files in a book may not remain separate files when the book is saved as HTML. To break up a book
file into separate HTML files, use the Start New, Linked Web Page option.
1) Open the book file and choose File > Save Book As.
2) Choose HTML from the drop-down list.
3) Give the filename an extension of .html and click Save. The converted files of the book are saved
where you specified.
4) Examine the converted files by opening them in a web browser. If they meet with your approval,
you are done.
5) To refine some mappings, open the first file in the book file and display its BookHeadings or
BookHTML reference page. Edit the tables there. Then save the file and save the book file as HTML
again.
TIP: If you fine-tuned the mappings for a document and want to use these mappings for a whole book,
remove the tables on the BookHeadings and BookHTML reference pages in the book file’s first file. Then
copy the tables on the document’s Headings and HTML reference pages and paste them onto the Book-
Headings and BookHTML reference pages.
RELATED LINKS:
Saving structured documents as HTML with Adobe FrameMaker
Create links that simulate a TOC
Fine-tuning mappings by editing reference pages

978
Troubleshooting and tips on HTML conversion
Learn how to troubleshoot HTML conversion, tips on HTML conversion in Adobe FrameMaker.
Follow these guidelines to ensure a smooth conversion to HTML:
• When converting a book, open all documents before starting. This ensures that there will be no
error messages that might interrupt the conversion process.
• Make sure the table formats you use have regular ruling lines defined for at least one body row.
Otherwise, the HTML tables will have no lines around table cells.
• Make sure that your documents contain no unresolved cross-references before you save as HTML.
Unresolved cross-references appear as broken links in HTML.
• If text or graphics do not convert when they should, make sure they are on body pages and not
master pages, that they are part of the main text flow (flow A), and that they are in anchored
frames.
• If you want to import the HTML conversion settings from one document to another, use the File >
Import > Formats command to copy reference pages.
RELATED LINKS:
Resolve cross-references
Import formats from a template or document

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Saving structured documents as HTML with Adobe FrameMaker
Learn how to save and publish structured documents as HTML in Adobe FrameMaker.

Introduction
The procedures for saving structured documents as HTML are the same as for unstructured documents,
with the exception of mappings. In structured documents, all mappings are based on elements and attri-
butes, rather than character, paragraph, and cross-reference formats. Structured FrameMaker elements
map to HTML elements to define formats for containers. Structured FrameMaker attributes map to
HTML attributes to define cross-references, cascading style sheets, languages, and alt-text for images.

Publishing options for online output formats


In addition to saving FrameMaker documents as HTML from FrameMaker, you can use any of the enter-
prise-class publishing options provided by Adobe.
• Use Adobe RoboHelp to publish FrameMaker content into various formats in addition to the ones
supported by FrameMaker’s multichannel publishing. In this approach, you define the style
mapping and other conversion settings, and import the FrameMaker content into a RoboHelp
project. Later, you can publish the required online output formats using RoboHelp features. See
Adobe RoboHelp Help.
• Use the Adobe FrameMaker Publishing Server and Adobe RoboHelp Server for enterprise-level,
automated publishing into multi-channel, multi-device output formats.

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Optimized image quality in HTML output
Starting from Update 4, FrameMaker provides an improved quality HTML 5 output for the image formats
that are not supported on web pages - .eps, .ai, .pdf, .dib, .bmp, and .tiff.
From Update4, these formats are converted to .png which provides the following advantages:
• This is a lossless conversion process and handles detailed and high-contrast images well. The
images are clear and support transparency.
• The conversion of an image is done only once, and if required, the same converted image can be
referenced at multiple instances in a document. This helps you in saving space.
• For images in an anchored frame, SVG wrapper element is used which helps in dynamic resizing and
handles the rotation and cropping scenarios.

Figure 1: HTML5 output of a sample (.eps) image in Figure 2: HTML5 output of a sample (.eps) image in
Update 3 Update 4

Starting from Update3, FrameMaker gives a better quality HTML5 output for image formats that are
supported on web pages (like the .png, .svg, .jpg, or .gif). These image formats do not undergo the
conversion process. The scaling of the images is rendered by the browser, and specified size of the
images is maintained. You can also play .gif animations in your HTML5 output and make your content
more engaging.

Figure 3: HTML5 output of a sample (.png) image in Figure 4: HTML5 output of a sample (.png) image in
Update 2 Update 3

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HTML page templates
Understand how the Adobe FrameMaker publishing solution allows you to create an HTML page
template to customize your page layout.
In this topic
• Introduction
• Create an HTML page template
• Define a mini TOC
• Define a breadcrumb navigation
• Define a header and footer
• Define the body content
• Sample HTML page template

Introduction
The Adobe FrameMaker publishing solution allows you to create an HTML page template to customize
your page layout. The page template allows you to add the following components to the published
output:

Mini TOC
Add a table of contents of the sections within the current topic.
Breadcrumb
Add a navigation trail of the current topic.
Header and footer
Add headers and footers that contain dynamic content defined by variables in the FrameMaker
source.

To try out the examples in this topic, create a FrameMaker document using the standard template. This
template uses the paragraph styles and variables used in the samples in this topic.
After you create the HTML page template, you can set the HTML Page template in the Output tab for any
of the available outputs (see Output settings).
IMPORTANT: All the components in the HTML page template are optional. You can define a page template
with any combination of the components.

Create an HTML page template


1) To create a page template, create a file with a .htt, .htm, or .html extension and open the file
in any text editor.
2) Paste the following HTML content into the text file:
<!DOCTYPE html>
<html xmlns="http://www.w3.org/1999/xhtml">
<body>

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</body>
</html>
3) To add dynamic content to a page header, specify the HTML page template attribute @data-type
as fm_variable.
To define a header that uses the FrameMaker user-defined variable Chapter Title Name, add
the following <p> element after the opening <body> element:
<p data-type="fm_variable">Chapter Title Name</p>
The HTML page template attribute @data-type is used to identify the type of content described
by the enclosing element. In the above example, the <p> element contains a FrameMaker variable.
4) To add a navigation trail to the output, specify the HTML page template attribute data-type as
breadcrumbs.
Add the following after the opening <body> tag:
<p data-type="breadcrumbs">
<a data-type="home_link" href="#">Home</a>
<span data-type="separator">:&gt;</span>
</p>
In the above example, specify the character (in this case, the greater than symbol written as the
HTML entity &gt;) that separates each item of the breadcrumb. The other parts of the definition
are required by the publishing solution to create the breadcrumb.
For details and more options in the breadcrumb, see Define a breadcrumb navigation.
5) To define a mini TOC, add the following after the breadcrumb described in the previous step:
<div data-type="minitoc">
<p data-type="minitoc-level1">
<span data-type="minitoc-selector">'H1_Heading1'</span>
</p>
<p data-type="minitoc-level2">
<span data-type="minitoc-selector">'H2_Heading2'</span>
</p>
</div>
To define the mini TOC, specify the data-type attribute as minitoc. For each level, use the attribute
@data-type for the specific level. Specify the required FrameMaker paragraph style name to dis-
play at the corresponding level of the min TOC.
You can create multi-level mini TOCs of up to 20 levels. For more details, see Define a mini TOC.
6) To specify the location where the FrameMaker source content is displayed, use a <div> element
with the @data-type attribute set to body. Add the following after the mini TOC:
<div data-type="body"></div>
7) To define a footer, add the following before the closing tag </body>:
<p data-type="fm_variable">Creation Date (Long)</p>
Creation Date (Long) is the name of a variable defined in the document. For more details,
see Define a header and footer.
8) After you create the page template, you need to include the template in the Outputs tab of the
Publish Settings dialog. The publish procedure then creates the mini TOC in the specified output.

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IMPORTANT: All page template components are defined within HTML tags. This means that you can add
CSS styling (using the style or class tags) to any of the components.

Define a mini TOC


To define a mini TOC, use a <div> element with the @data-type attribute with value minitoc:
<div data-type="minitoc"></div>
Use the @data-type-after attribute to specify the location of the mini TOC in the published output.
For example, the following @data-type-after definition specifies that the mini TOC will appear after
the first occurrence of a H1_Heading paragraph in the published output.
<div data-type="minitoc" data-type-after="H1_Heading1"></div>
Specify multiple paragraphs in the @data-type-after attribute for a mini TOC. The following sample
will publish the mini TOC after the first occurrence of an H1_Heading1 style or H2_Heading2 style,
whichever appears first in the source. Define multiple paragraphs if, for example, the book contains
multiple documents. Where documents can start with a different heading paragraph style.
<div data-type="minitoc"
data-type-after="H1_Heading1 H2_Heading2">
</div>
To specify data-type-after paragraphs:
• Enclose the paragraph(s) in double quotes
• Separate multiple paragraphs with commas or spaces
• Use the backslash escape character if a paragraph name contains a single of double quote.
• If a paragraph and a character style have the same name, fully qualify the style name using p and
span, respectively.
<div data-type="minitoc"
data-type-after="p.H1_Heading1 p.H2_Heading2">
</div>
NOTE: The data-type-after attribute is optional. If you do not specify the attribute, the mini TOC appears
at the point in the output where it is defined in the template.
To define an element in the mini TOC, add a <p> or <div> element with the attribute @data-type to
specify the level of the element inside the element <div>.
For example, to define a two-level mini TOC:
<div data-type="minitoc">
<p data-type="minitoc-level1"></p>
<p data-type="minitoc-level2"></p>
</div>
You can create a multi-level mini TOC of up to 20 levels. Also, the levels in the mini TOC must be placed
in ascending order.
You can add a caption at the top of the mini TOC that contains a specific literal value. To add the caption
“This section covers the following:”, add a <p> or <div> element with @data-type
minitoc-caption at the top of the mini TOC definition:

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<div data-type="minitoc">
<p data-type="minitoc-caption">This section covers the following:</p>
<p data-type="minitoc-level1"></p>
<p data-type="minitoc-level2"></p>
<p data-type="minitoc-level3"></p>
</div>
To specify the paragraph to be displayed at a level of the mini TOC, add an element with the data-type
attribute and the value minitoc-selector:
<div data-type="minitoc">
<p data-type="minitoc-caption">
This section covers the following:
</p>
<p data-type="minitoc-level1">
<span data-type="minitoc-selector">'H2_Heading2'</span>
</p>
<p data-type="minitoc-level2">
<span data-type="minitoc-selector">'H3_Heading3'</span>
</p>
<p data-type="minitoc-level3">
<span data-type="minitoc-selector">'H4_Heading4'</span>
</p>
</div>
You can specify multiple paragraphs at the same level of the mini TOC:
<p data-type="minitoc-level1">
<span data-type="minitoc-selector">'H2_Heading2' 'H3_Heading3'</span>
</p>
If you specify multiple paragraphs at the same level of the mini TOC:
• The published content displays the paragraph that was found.
• If multiple paragraphs are found, the published content displays the paragraphs at the same level.
IMPORTANT: Add CSS styles to any of the HTML tags used in the mini TOC definition by using the style of
class attributes.

Define a breadcrumb navigation


To define a breadcrumb, use the data-type attribute as breadcrumbs. For example:
<p data-type="breadcrumbs"></p>
You can add static text to display at the start of the breadcrumb. For example, to display “Start of Bread-
crumb: ”:
<p data-type="breadcrumbs">Start of Breadcrumb: </p>
Use the anchor (a) element to specify the home location of the breadcrumb. You can specify any static
text as anchor text.
<p data-type="breadcrumbs">Start of Breadcrumb: <a data-type="home_link"
href="#">Home</a></p>

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Besides the text of the anchor, the other attributes and values must be added as they are defined above.
The publisher uses the exact attributes and values to create the breadcrumb.
Define the separator character to display between the elements of the breadcrumb using the
data-type attribute as separator. In the following sample, the separator is the greater than (>)
symbol.
<p data-type="breadcrumbs">Start of Breadcrumb: <a data-type="home_link"
href="#">Home</a>
<span data-type="separator">:&gt;</span></p>
Like the text at the start, you can also add a static text at the end of the breadcrumb. For example, to
display “ :End of Breadcrumb”:
<p data-type="breadcrumbs">Start of Breadcrumb: <a data-type="home_link"
href="#">Home</a>
<span data-type="separator">:&gt;</span> :End of Breadcrumb</p>

Define a header and footer


Use FrameMaker variables to define headers and footers in the HTML output.
To define a header or footer, use an HTML element with the attribute @data-type with the value
fm_variable. For example, to define a header with the Chapter Title Name variable:
<p data-type="fm_variable">Chapter Title Name</p>
You can also mix static text and variables in a header or footer. The following example displays the last
modified date of the current document.
<p>Last modified date: <span data-type="fm_variable">Modification Date
(Short)</span></p>

Define the body content


To place the FrameMaker topic content dynamically in the published output, define an element <div>
and with the attribute @data-type with the value body. For example, to create a template with a
header, the body, and then a footer:
<p data-type="fm_variable">Chapter Title Name</p>
<div data-type="body">[The FrameMaker topic content will be placed
here]</div>
<p>Last modified date: <span data-type="fm_variable">Modification Data
(Short)</span></p>

Sample HTML page template


The following sample HTML page template defines the following components:
• A header at the top of the page body
• A breadcrumb trail
• A mini TOC
• The topic content
• A footer after the topic content

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To try out this sample, create a document using the Reference Card standard FrameMaker template.
<html>
<body>
<!-- Header using FM variable -->
<p data-type="fm_variable">Chapter Title Name</p>
<!-- Breadcrumb -->
<p data-type="breadcrumbs">Start of Breadcrumb:
<a data-type="home_link" href="#">Home</a>
<span data-type="separator">:&gt;</span></p>
<!-- mini TOC -->
<div data-type="minitoc">
<p data-type="minitoc-caption">This section covers the following:</p>
<p data-type="minitoc-level1"><span
data-type="minitoc-selector">'H2_Heading2'</span></p>
<p data-type="minitoc-level2"><span
data-type="minitoc-selector">'H3_Heading3'</span></p>
<p data-type="minitoc-level3"><span
data-type="minitoc-selector">'H4_Heading4'</span></p>
</div>
<!-- Footer using FM variable -->
<p>Last modified date: <span data-type="fm_variable">Modification Date
(Short)</span></p>
</body>
</html>

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Microsoft HTML Help distribution
Understand how you can distribute Microsoft HTML help content to your users using Microsoft HTML
Help distribution in FrameMaker.
If you publish your output to Microsoft HTML Help, use the following instructions to distribute your help
to your end users.

What you deliver to the developer


Distribute the following system Help files to the developer for installation with the program executable
(EXE) file. Or, distribute the files for stand-alone use.
NOTE: Users can run stand-alone Microsoft HTML Help by double-clicking the CHM file in Windows
Explorer.

CHM
A single distributed Help system in a single Help file, in addition to any CHM files for sub-projects
to the master project. These child CHM files are not compiled into the master CHM.
HLP, CNT
If the project includes links to topics in a compiled WinHelp file, distribute the HLP and CNT files.
They are not compiled into the master CHM file.
DOC, PDF, XLS
If the project include links to external files, distribute the external files. They are not compiled into
the master CHM file unless they are added to the Baggage Files folder.

What the developer has to do


The application developer distributes the following support files, depending on the features used in the
project and the versions of Windows that users have.
• Microsoft HTML Help Support Files Built-in components.
• HHActiveX.DLL is an Adobe ActiveX control that provides support for online glossaries and
browse sequences. Install and register the HHActiveX.DLL file on user systems. Copy this file
from the appropriate location into the same folder as the CHM.
For 32 bit systems:<Fm_install_location>\fminit\Publisher\Redist\32bit
For 64 bit systems:<Fm_install_location>\fminit\Publisher\Redist\64bit
• If the Help system includes third-party ActiveX controls, install and register the component support
files on the user systems. Users copy the ActiveX control files into a custom folder, placing the path
of the alternate folder before the .ocx or .dll extension, and then register the files.
NOTE: The Adobe licensing agreement lets you redistribute Microsoft HTML Help and Internet Explorer
files with the HTML Help output.

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Register ActiveX controls
If the project provides ActiveX controls, provide these instructions to users so they can register the
controls that you distribute with the Help system.
1) Click Start and type cmd in the search box.
2) In the search results, select Run as administrator.
NOTE: If you get the User Account Control prompt, click Yes to continue.
3) To register the HHActiveX.DLL file, type the following command in the command prompt, spec-
ifying the HHActiveX.DLL path, and press Enter:
regsvr32 [path] hhactivex.dll
4) To register third-party ActiveX controls, type the following command and press Enter:
regsvr32 [activex_name.dll or activex_name.ocx]
5) Close the command prompt window.

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Dynamic Content
Understand Dynamic Content, learn how to tag content, and how to create Dynamic Content Filters in
Adobe FrameMaker. Understand how the Dynamic Content Filtering mechanism works with two
example scenarios.
In this topic
• Introduction
• Tagging your content
• Create a Dynamic Content Filter
• Use Dynamic Content Filters in the published output

Introduction
In Adobe FrameMaker, the Dynamic Content feature allows you to publish content that your users can
easily filter based on parameters that you define. For example, you can create Dynamic Content Filters
to filter content by region (e.g., “USA”, “CANDA” and “UK”), by audience (e.g., “Administrator” and “End
User”) or by content delivery platform (e.g., “Web”, “App”, or “Print”). Dynamic Content also allows you
to easily single-source content. To define filter criterion, you can use Conditional Tags or element attri-
butes.
When you publish to Responsive HTML and Mobile App output, a filter tab is displayed that allows users
to filter the contents based on the criterion selected. If the user applies a filter, the search limits the
results to the filtered content.
Dynamic Content Filters can be applied to Responsive HTML5 and Mobile App outputs.

Tagging your content


To create Dynamic Content Filters in your published output generated with Adobe FrameMaker, you
need to tag your content with Conditional Tags or element attributes. Tagged content can then be
filtered in the published output.
• Unstructured content can be tagged with Conditional Text.
• Structured content can be tagged with element attributes. In DITA, you can use attributes like
@audience, @otherprops, @platform, @product, and @rev.
You can apply multiple Conditional Tags to the same content. For example:
• For one paragraph, create a Conditional Expression “USA AND CANADA” and then provide a filter
criterion “North America” in the published output, which combines both.
• For another paragraph with a variation of the same content, create a Conditional Expression “UK
AND GERMANY” and then provide a filter criterion “Europe” in the published output, which
combines both.
In the published output, a user then has the option to filter content based on the region. You could also
create another Conditional Expression such as “US AND UK” to create a filter criterion titled “English
Speaking Markets”.

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Also, you can apply Conditional Tags to content in any combination. For this reason, you need to keep in
mind how the output will display based on the output filtering mechanism. For an example of how
filtering works, see Use Dynamic Content Filters in the published output.
When you use Dynamic Content Filters, you are not required to tag all your content. Any untagged
content is regarded as unconditional. Unconditional content will always display to the user regardless of
the filter applied.

Create a Dynamic Content Filter


You can create one dynamic filter for each content delivery channel.
To create a Dynamic Content Filter in Adobe FrameMaker, do the following:
1) Open the document, book, or DITA map that you want to publish.
2) Choose File > Publish to open the Publish panel.
3) Right-click on the content delivery channel Responsive HTML5 or Mobile App and select Edit
Settings from the context menu. The Publish Settings dialog is displayed.
4) In the Publish Settings dialog, select the tab General. Select Use Dynamic Content Filter in the
output. Click Customize. The Dynamic Content Filter dialog is displayed.
5) In the Dynamic Content Filter dialog, click the Add New Group icon to create a filter criteria group.
Define a display name for this criteria group.
6) Click the Add Criteria icon to create a new filter criterion. Adobe FrameMaker automatically recog-
nizes if you are editing the settings for unstructured or structured content.
– For unstructured content, the Tags and Expressions dialog is displayed. The available Condi-
tional Tags and Conditional Expressions are displayed.
Select the Conditional Tags or Conditional Expressions to include in the criteria group.
Click OK to close the Tags and Expressions dialog.
– For structured content, the Select Conditional Attribute dialog is displayed.
Select one of the available element attributes from the Attribute drop-down list.
In the Attribute Value text field, define the attribute value that will be used to filter the con-
tent.
In the Display in Output as text field, define the name that will be displayed in the published
output for this criterion.
Click OK to close the Select Conditional Attribute dialog.
7) Define if you want to filter content by default in the published output. To set the default filter crite-
rion, right-click the filter criterion. Select Select by default.
8) To change the display name of a filter criterion or a filter criteria group, right-click on the display
name. Select Rename from the context menu.
9) To allow your users to select multiple filter criteria, select Allow Multiple Selection in a Group.
10) Use the navigation arrows to move the filter criteria group groups and the filter criterion within a
filter. For example, to move a filter criterion out of a group, click the left arrow. This moves the filter
criterion to the same level as the containing group and just above the group. Use the right arrow to

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move a filter criterion that is outside any group into the available next group below it. You can also
move the filter criterion up and down within one filter criteria group.
11) Click Save.
12) In the Publish Settings dialog, click Save and Close.
NOTE: The display names of a Filter criteria group must be unique. Also, filter criterion display names
within a filter criteria group must be unique. The validation of the uniqueness of a display name is
case-insensitive. For example, you cannot create two display names End-User and END-USER within the
same group.
NOTE: You can include special characters in the display name filter criterion. However, the following char-
acters are not allowed: colon (:), semi-colon (;) comma (,), percent (%), ampersand (&), hash (#), and
equals (=)
NOTE: If no content is tagged with a Conditional Tag or an element attribute, the filter criterion is not
displayed in the published output. If none of the filter criteria within a filter criteria group can be
displayed, the whole filter criteria group is not displayed. Also, if a Conditional Tag is not used in the filter
(as Conditional Tag or as part of an Conditional Expression), then this Conditional Tag is removed from
the content it is applied on in the project.

Use Dynamic Content Filters in the published output


After you have defined a Dynamic Content Filter, you can generate the output.
The published output contains a filter icon in the function bar (navigation area). Click the filter icon to
display the Dynamic Content Filters available.
To filter the contents, select the filter criteria groups or a specific filter criterion within a filter criteria
group.
The following sections explain for two scenarios the possible results of applied filters to describe how the
Dynamic Content Filtering mechanism works:
Select one criterion in a filter criteria group
In the “Region” filter, if you select “US”:
• All content marked only with “US” displays.
• All content marked with a combination of “US” and any other criterion displays.
Content marked with “US” and “UK” displays, but content marked only with “UK” is hidden. Also,
content marked with “UK” and “CANADA” will be hidden.
• All content marked with Conditional Tags or element attributes in the filter criteria group “Audi-
ence” is not displayed unless the content is combined with “US”.
Content marked with “US” and “PDF” will display. But content marked only with “PDF” is hidden.
Also, content marked with the Conditional Tags “UK” and “Print” is hidden.
• All untagged content displays.
Select one criterion in one filter criteria group and another criterion in a second filter criteria group
If you select “US” in the “Region” group and “Print” in the “Platform” group:
• All content marked with only “US” displays.

992
• All content marked with only “PDF” displays.
• All content marked with any other Conditional Tag or element attribute or combination of other
Conditional Tags is hidden.
• All content marked with a combination of the Conditional Tags “US” and “PDF” displays.
• Content marked with a combination of “US” with any other condition is hidden.
• Content marked with a combination of “PDF” and any other conditional is hidden.
• Content marked with “US”, “Print”, and “Online” displays.
• Content marked with “US” and “Online” or “Print” and “Online” is hidden.
• All untagged content displays.

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Format the Table of Contents for publishing
Learn how to format the Table of Contents (TOC) for the published output in Adobe FrameMaker to show
correct indentation of topics.
In this topic
• Introduction
• Indent TOC items in a book
• Specify number of TOC items in a DITA map

Introduction
In an Adobe FrameMaker book or a DITA map, you can define a table of contents (TOC). You can then use
multichannel publishing to display this TOC in any of the available output formats. For example, on a
Responsive HTML5 desktop layout the TOC is displayed on the left, by default.

When displaying a TOC in the published output, the different levels of paragraphs should ideally display
with appropriate indentation. For example, the heading What is FrameMaker should display indented to
the right of the chapter title Getting Started. This provides a clear indicator to a reader regarding the level
of the specific heading in the TOC.

Indent TOC items in a book


FrameMaker indents the items in the TOC, based on any one of the values of the following paragraph
style properties:
• First indent (Format > Paragraphs > Paragraph Designer > Basic)
• Font size (Format > Paragraphs > Paragraph Designer > Font)
• Font Weight (Format > Paragraphs > Paragraph Designer > Font)
When you define the headings in the document template, you need to ensure that the first indent, font
size, or font weight values for each of the TOC headings that appear in the published TOC appropriately
set.
The following example, shows a list of possible values for the headings in a template. FrameMaker uses
any one of the above properties to indent the TOC items:

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Heading1TOC
First Indent: 0.0"
OR
Font Size: 16 px
OR
Font Weight: Bold
Heading2TOC
First Indent: 0.5"
OR
Font Size: 14 px
OR
Font Weight: Regular

Specify number of TOC items in a DITA map


When you publish a DITA map, by default, the TOC displays up to four levels of TOC headings:
title.0|title.1|title.2|title.3|title-index.
You can change this to specify the number TOC headings that you want to display in the TOC. You can
specify from 1 (title.0|title-index) through 5
(title.0|title.1|title.2|title.3|title.4|title-index) headings.
To display 5 headings in the output TOC:
1) Open the ditafm-output.ini file in a text editor and locate the BookWithFM-TOC section.
The ParaTags setting controls the number of headings to display in the output TOC.
[BookWithFM-TOC]
Template=TOCTpl.fm
ElementTags=
ParaTags=title.0|title.1|title.2|title.3|title-index
2) To change the number of headings, update the ParaTags setting. For example, to display 5 headings
in the TOC:
ParaTags=title.0|title.1|title.2|title.3|title.4|title-index
RELATED LINKS:
Add generated files to a book

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PRINT OUTPUT

Print output
Learn how to prepare your book for commercial printing, print a book or selected book components, and
print into a PostScript file.

996
Prepare color documents for output
Understand how to use color separation for commercial printing with Adobe FrameMaker.

Prepare color documents for commercial printing


You can print each page of a document as a series of color separations. Color separation splits color
images into several pages. Each page contains one component color. A commercial printer uses the sepa-
rations to make printing plates, one for each color.
You can also print mirror and negative images, which is sometimes required when commercially printing
to film.
If color objects overlap in your document, you can overprint. Overprinting prints an object (most often a
dark one) on top of another color object. You can also create a knockout, in which the top color is printed
but colors behind it are not. You can use trapping to ensure that no gap exists between objects.

Print color separations


When you print color separations, choose which colors to print as spot colors, which to print as process
colors, and which not to print at all. Text and graphic objects are printed in black for each separation,
with shades of gray indicating the percentages of color saturation. The color name of each separation is
printed outside the registration marks (if registration marks are on and if there is room on the page).
NOTE: For best results, print CMYK colors as process rather than spot-color inks. You can check plate
assignments in the Separations Setup dialog box (File > Print and click Separations Setup).

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A. Composite image B. Black separation C. Spot color separation
Imported color graphics are separated if they are in CMYK, TIFF, DCS, or EPS line art format. Also, bitmap
images in EPS graphics can be separated as long as they can also be separated in Adobe Illustrator.
You can also separate a document by printing to a single PostScript file and then having a commercial
printer separate the file for you.
Make sure that spot colors with identical definitions have the same names. Spot colors with the same
definition but with different names appear on different plates when you print color separations.
Process color separations are printed using grids of black dots for each color the larger the dots, the more
color is printed. The halftone screen settings control how close together the dots appear, the orientation

998
of the grid (the screen angle), and the dot shape. For information, consult your printer documentation
and your commercial printer.
To create color separations, do the following:
1) Make sure that you have not set colors to print as black and white instead of shades of gray.
2) Choose File > Print.
3) Choose an option from the Registration Marks drop-down list.
4) To print all pages for one plate and then all pages for the next plate, deselect Collate. Select Collate
to print all plates for one page before printing all plates for the next page, and so on.
5) Click Separations Setup.

Figure 1: Set Print Separations dialog in Adobe FrameMaker


If necessary, move the color names to the appropriate scroll lists and click Set. To move a color, dou-
ble-click the color. To move all colors, select a color in the list, hold the Shift key and click an arrow.
Tints do not appear in this dialog box; they print on the same plate as the base color.
If your printer cannot print process color separations, the dialog box contains only the Print As Spot
and Don’t Print scroll lists. The scroll list where each color appears by default depends on how the
color was defined on its Print As setting.
6) To specify halftone screen settings, click Halftone Screens.

Figure 2: Halftone Screens dialog in Adobe FrameMaker

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In the Halftone Screens dialog, adjust the settings and click Set.
7) In the Print dialog box, select Print Separations, set the remaining print options as necessary, and
then click Print.

Knock out and overprint colors


When one color object overlaps another, FrameMaker normally knocks out the overlapped portion so
that it does not print in a color separation. It appears as the color of the paper. If you are producing color
separations and printing commercially, registration errors sometimes occur, and small gaps between
colors appear.

Figure 3: Accurate and inaccurate registration


To avoid gaps between colors, you can apply overprinting to the top object so that the overlapped
portion is not knocked out.

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Figure 4: Knocked out (left) and overprinted (right)

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Figure 5: You can also use overprinting to combine two colors for special effects.
To knock out or overprint all objects of a particular color, do the following:
1) Define a color.
2) To make this color print on top of other colors when printing separations, do one of the following:
– To have any object that uses this color overprint, select Overprint.
– To have any object that uses this color knock out, select Knock Out.
To apply knock out or overprint to objects, do the following:
1) Select the object and open the Tools palette or choose Graphics > Object Properties. Select Fill in
the properties dialog.
2) Choose one of the following options for Overprint:
– To have this object knock out objects beneath it, select Knock Out.
– To have this object overprint objects beneath it, select Overprint.
– To have this object use the overprint setting defined for the color, select From Color. This
option is the recommended setting.
To overprint images created in other applications, do the following:
If you want images created in other applications to overprint other objects when printed from Adobe
FrameMaker, note these special cases:
• CMYK TIFF files overprint objects on spot color plates under all of the following conditions: if
printed as separations, if their Overprint attribute is set to True, and if their Fill property is set to
None.
• EPS files do not overprint other objects when printed as separations.

Print negative and mirror images


Your commercial printer sometimes asks you to print negative images in which all text and objects are
inverted when you submit printing files on film. Sometimes you print flipped images with the emulsion
side down. Emulsion is the photosensitive substance on the film surface. These flipped images mirror the
normal appearance of the pages.
NOTE: Sometimes the settings differ depending on the printer driver you are using, and are unavailable
with non-PostScript printer drivers.
1) Choose File > Print Setup. Click Properties to access the printer driver options. Locate and set the
options that control negative and mirror images.

Trap objects
In commercial printing, overprinting to compensate for registration errors sometimes produces unac-
ceptable color mixing. In this case, perhaps you trap the object instead of overprinting it. A trap is a line
bordering the object on top. It is wide enough to fill the color gap and to overprint the other object along
the border of its cutout.

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Figure 6: Without trapping and with trapping
Having a commercial printer trap your documents saves you the effort of hand-trapping each object indi-
vidually. Also, manual trapping sometimes must be undone if you later decide to have a commercial
printer do the trapping.
1) Create a border for the object on top by duplicating the object and setting the duplicate fill pattern
to None. Be sure that the duplicated object is exactly over the original.
2) Set the line width of the border as appropriate. Consider the size and contour of the object, the type
of printing paper, and the accuracy of the printing press. Consult your commercial printer for infor-
mation on suitable line widths for trapping.
The stroke of a line is always centered on an object edge. Therefore, double the line width specifica-
tion that the commercial printer gives you.
3) Select the border and select Overprint from the Tools palette.

Processing color documents using OPI


You can have a document color separated, or have all objects in a document or book trapped by printing
to a PostScript file. Then have a commercial printer process the PostScript file for you. Creating a Post-
Script file in this way embeds instructions in the file. These instructions conform to the Adobe Document
Structuring Convention (DSC). DSC enhances the performance of postprocessing products that perform
trapping and imposition. DSC also lets you take full advantage of products that support Open Prepress
Interface (OPI) version 1.3. OPI reduces the hardware overhead for working with high-resolution color
images.
OPI-enhanced PostScript files contain information that the commercial printer software uses to match
the placeholder images with the high-resolution ones at print time.

1003
NOTE: Before beginning, ask your commercial printer for any special instructions for producing PostScript
files.
1) Ask your service bureau or commercial printer to make high-quality scans of your artwork and keep
the high-resolution images. You take the OPI-ready low resolution EPS or TIFF versions of the
images to work with.
2) Import (by reference or by copying) the low resolution images into your document.
3) Create a print file, or a series of print files for a book.

Print to Linotronic typesetters


Here are some tips for printing to Linotronic typesetters:
• Some Linotronic typesetters automatically place registration marks on the page. Check with your
service bureau to see whether to use the Registration Marks setting when you print.
• Not all Linotronic models support thumbnails. Test various thumbnail settings to find the optimum
setting. Some Linotronic models print 1×2 thumbnails correctly, but not 2×2 thumbnails.
• Some Linotronic drivers fail to let you enter a custom paper size even after you have chosen User
Defined Size in the Paper Size drop-down list. To enter a custom paper size, right-click the Lino-
tronic driver and select Properties. Click the Paper tab, and then select the custom paper size icon
from the scroll list of icons.

1004
Print a document
Understand how to print a document and the various print options available in Adobe FrameMaker.
In this topic
• Introduction
• Print to a desktop printer
• Print options

Introduction

In Adobe FrameMaker you can print a document to any printer you have installed. When you print a
document, you can specify options such as how many copies to print and whether to print crop marks
and registration marks. The available options vary slightly with the printer you are using. You can also
print a book made up of several documents.
If you have turned off graphics in the View Options dialog box, graphics do not appear in the printed
document.
REMEMBER: In structured documents, element boundaries (either as brackets or as tags) are printable
characters. Hide these boundaries before you print.
NOTE: For PostScript printing, use a PostScript Level 2 or higher output device and make sure that you use
a print driver and PPD for such a device.

Print to a desktop printer

You can print each page of a document as a composite. A composite page contains all the colors on the
page. You print a composite color document when printing to a desktop color printer.
To print to a FrameMaker document desktop printer, do the following:
1) Choose File > Print.
2) Specify the page range that you want to print.
3) Make sure that Print Separations is unselected.
4) Set the remaining print options as necessary and click Print.

Print options

The following print options are available for all printers. All these options are in the Print dialog box. For
information on additional options available for your printer, see your printer documentation.
NOTE: Adobe FrameMaker has no control over the abilities or limitations of any printer driver.
FrameMaker can only support printer drivers that have been approved for use in the version of Windows,
where FrameMaker is running. If you are using an outdated printer driver, you may experience problems,

1005
such as lost graphics and characters, and the inability to open documents. See the Adobe website for
information on installing the latest PostScript drivers.

Collating
To print one complete copy before printing the next copy, select Collate when you are printing
multiple copies. Printing might be slower when Collate is selected.
Printing double-sided
To print a double-sided document, print the odd-numbered pages, turn the paper over and reinsert
them into the printer, and print the even-numbered pages. Depending on how your printer
produces pages, you may need to select Last Sheet First before you click Print. Turning the paper
over in the printer may reverse the page order.
Changing page order
To print a document starting with the last page, select Last Sheet First.
Printing more quickly
To print a document more quickly, select Low-Resolution Images. The imported images are printed
as gray boxes.
Printing crop marks and registration marks
To print a document with crop marks and registration marks, choose an option from the Registra-
tion Marks drop-down list. You may need to scale down the printed page or choose a larger page
size so that crop marks and registration marks fit on the page.
You can choose between Western and Tombo (Japanese) crop marks.

1006
Figure 1: Western and Tombo crop marks
Reducing or enlarging the page image
To print a reduced or enlarged page image centered on the page, enter a percentage in the Scale
box.
Printing thumbnails
To print thumbnails (small images of several pages on one page), enter values in the Thumbnails
text boxes. In the Rows box, enter the number of thumbnails you want to print down the page. In
the Cols box, enter the number of thumbnails you want to print across the page.
Skipping blank pages
To prevent printing blank pages, select Skip Blank Pages.
Printing colors in black and white
To ensure that colored objects (FrameMaker illustrations and text) are printed in black and white
rather than in shades of gray, select Spot Color As Black/White.
Feeding paper manually
To print the document on paper that is not in your printer paper cassette, choose File > Print Setup.
Select Manual Feed from the Source drop-down list, and click OK.

1007
NOTE: The Print Document dialog box in FrameMaker contains some options that may also appear in the
Windows printer properties, such as the number of copies. When you print a document, FrameMaker
printer settings override Windows printer settings.
RELATED LINKS:
Element boundaries
Print a book
Prepare color documents for output

1008
Print a book
Know how to print a book or selected book components with Adobe FrameMaker and understand the
different printing options available.
In this topic
• Introduction
• Print a complete FrameMaker book
• Print specific files of a FrameMaker book

Introduction
When you print a document, you can specify options such as how many copies to print and whether to
print crop marks and registration marks. The available options vary slightly with the printer you are using.
If you have turned off graphics in the View Options dialog box, graphics do not appear in the printed
document.
TIP: Before printing, update the book. Choose Edit > Update Book to update numberings, text insets,
cross-references, OLE links, and Mini TOCs, the table of contents, indexes, and other generated lists, and
optionally re-apply master pages.
REMEMBER: In structured documents, element boundaries (either as brackets or as tags) are printable
characters. Hide these boundaries before you print.

Print a complete FrameMaker book


To print a complete FrameMaker book, do the following:
1) Open the book you want to print.
2) Choose File > Print Book.
3) Specify the printing options. Click Print.

Print specific files of a FrameMaker book


To print a only specific files of a FrameMaker book, do the following:
1) Open the book you want to print.
2) In the book panel, select the file or files you want to print.
3) Choose File > Print Selected Files.
4) Specify the printing options. Click Print.
RELATED LINKS:
Print a document

1009
Create a PostScript file
Know how to print a complete book or a single document into a PostScript file with Adobe FrameMaker.
In this topic
• Introduction
• Create a print file from a document
• Create a single print file from a book
• Create a single print file for selected book components
• Create separate print files for all book components
• Create separate print files for selected book components

Introduction

With Adobe FrameMaker, you can print a document or a complete book into a single PostScript file (also
called a “print file”). You can also print all book components into a series of print files. Also, you can also
print only selected book components into a single print file or a series of print files.
You can download the created PostScript print file to a PostScript printer or send it to a print service
provider. You can also use Adobe Acrobat Distiller to convert the PostScript print file into a PDF.
NOTE: For PostScript printing, use a PostScript Level 2 or higher output device and make sure that you use
a print driver and PPD for such a device.

Create a print file from a document


To create a print file from a FrameMaker document, do the following:
1) Open the document you want to print.
2) Choose File > Print.
3) Select Print to File and enter the path and filename in the text box or click Browse to select a folder
and filename.
4) Click Print.

Create a single print file from a book


To create a single print file from a FrameMaker book, do the following:
1) Open the book you want to print.
2) Choose File > Print Book.
3) In the Print Book dialog, select Print to File and enter the path and filename in the text box or click
Browse and select a folder and filename.
4) Select Single File from the Save Books As drop-down list.
5) Click Print.

1010
Create a single print file for selected book components
To create a single print file for selected FrameMaker book componentes, do the following:
1) Open the book you want to print.
2) In the book panel, select the book components you want to print.
3) Choose File > Print Selected Files.
4) In the Print Selected Files in Book dialog, select Print to File and enter the path and filename in the
text box or click Browse and select a folder and filename.
5) Select Single File from the Save Selected Files As drop-down list.
6) Click Print.

Create separate print files for all book components


To create a series of print files for all FrameMaker book componentes, do the following:
1) Open the book you want to print.
2) Choose File > Print Book.
3) In the Print Book dialog, select Print to File and enter the path and filename in the text box or click
Browse and select a folder and filename.
4) Select Separate File for Each Document from the Save Book As drop-down list.
5) Click Print.

Create separate print files for selected book components


To create separate print files for selected FrameMaker book components, do the following:
1) Open the book you want to print.
2) In the book panel, select the book components you want to print.
3) Choose File > Print Selected Files.
4) In the Print Selected Files in Book dialog, select Print to File and enter the path and filename in the
text box or click Browse and select a folder and filename.
5) Select Separate File for Each Document from the Save Selected Files As drop-down list.
6) Click Print.
RELATED LINKS:
Save as PDF

1011
TRANSLATION

Translation
Learn how Adobe FrameMaker can help you prepare your content for translation.
FrameMaker supports converting FrameMaker documents, books, DITA content, and any other XML
content into the XML Localization Interchange File Format (XLIFF). XLIFF is an open XML-based format
that is used to standardize the data transfer between various tools used in the content translation
process. XLIFF provides elements and attributes that allow for content translation and stores the trans-
lated content in a Translation Memory (TM).
FrameMaker creates XLIFF files compliant to the XLIFF 1.2 standards that can be processed in any trans-
lation tool that supports XLIFF 1.2. Also, you can share the XLIFF files for Machine Translation (MT) or
Human Translation (HT), reviews, QA checks between any of such tools. This makes both the content
owner as well as the translator independent from the tools used in the translation process.
RELATED LINKS:
XLIFF Version 1.2

1012
EXPORT FILES TO XLIFF

Export files to XLIFF


Learn how to export Adobe FrameMaker documents, structured FrameMaker documents, DITA, and any
other XML-based content to XLIFF for translation.
To export your document to XLIFF, perform the following steps:
1) Open the document that you want to export.
2) Select File > Translation > Export to XLIFF 1.2.
Depending upon the type of document you are exporting, one of the following dialogs will appear.
The following dialog appears when you are exporting an FrameMaker book or document.

Figure 1: XLIFF Export Settings dialog when exporting FrameMaker documents


The following dialog appears when you are exporting a structured map or topic.

Figure 2: XLIFF Export Settings dialog when exporting structured documents


3) In the XLIFF Export Settings dialog, configure the translation settings:

1013
EXPORT FILES TO XLIFF

Package Filename
By default, the name of the source file is used to create the package ZIP. The package file contains
the converted XLIFF files. You can change the filename and location by clicking the browse icon.
XTS File
All settings in the XLIFF Export Settings dialog are saved in a .xts file. This file can then be reused
for subsequent translation projects.
Select an existing XLIFF Translation Settings (XTS) file to use or use the default settings file available
at the following location:
C:\Program Files\Adobe\Adobe FrameMaker 2022\Transla-
tion\XLIFF\config\default.xts
For more information about configuring XTS file, see Advanced configurations for XLIFF conversion.
NOTE: Ensurethat the XTS file location does not contain any Unicode character, else the export process
might not work as expected.
Source Language
Select the source language of your document that you are converting.
Embed Skeleton to XLIFF (recommended)
A Skeleton file is the original source document, embedded or linked in the XLIFF header. This helps
to ensure that the file can be converted back after translation. Embedding is recommended, so that
the XLIFF file can always be converted back even if the original files are lost.
Apply XLIFF Segmentation Rules
Segmentation is a process of breaking down content into smaller translatable segments. Segmen-
tation is used to split a longer text passage, such as a paragraph consisting of multiple sentences,
into multiple segments to get smaller, and therefore better reusable translation units. You can
define rules to create segments at a sentence, paragraph, or a phrase level. Use this option to apply
the segmentation rules defined in the SRX in your XTS configuration file.

The following additional settings are available when exporting FrameMaker or custom structured
(non-DITA) documents:

Expose Text on Reference Pages


Select this option to include text from the reference pages.
Expose Text on Master Pages
Select this option to include text from the master pages.
Expose Hidden Conditional Text
Select this option to include conditional text that is currently hidden in the document.

1014
EXPORT FILES TO XLIFF

Expose Text in Insets


If you have text insets, you can select this option to include the text of those insets, which are
copied into the document. This does not include the referenced text insets.
Expose Document Information
Select this option to include document information or metadata.
Expose Variable Format Definitions
Choose the variable formats that you want to include. You can choose to omit all formats, include
all formats, or include only those variable formats that are used in the document.
Expose Cross-Reference Format Definitions
Choose the cross-reference formats that you want to include. You can choose to omit all formats,
include all formats, or include only those cross-reference formats that are used in the document.
Expose Content of External Cross-References
Select this option to include any external cross-reference that you have used in your document.
Expose Numbering Styles
Choose the numbering styles that you want to include. You can choose to omit all numbering styles,
include all numbering styles, or include only those numbering styles that are used in the document.
Expose Prefix/Suffix Rules
Select this option to include the prefix or suffix rules that you have used in your structured docu-
ments.
Expose Attribute Values
Select this option to include attribute names and their values.
Remove Discretionary Hyphen
Select this option to remove discretionary hyphens that you have added manually to enforce a
certain hyphenation. These discretionary hyphens usually are interpreted differently in different
languages.
Split Multilevel Index Markers
Select this option to split index markers with multiple levels or multiple index entries into separated
segments and translation units.
Move Index Markers to Beginning of Paragraph
Select this option to move all index markers from the respective word/phrase to the beginning of
the paragraph.
You should only use this option if you have index marker with index entries. Do not use this option
if you are using empty index markers, as the index generation depends on the position of the index
marker in front of a word/phrase.

1015
EXPORT FILES TO XLIFF

Process Soft Returns


Choose how to process soft returns in your content. You can choose to process them as line feed
characters, inline tags, or segmenting hard returns.

4) Click Export.
FrameMaker now converts the documents into XLIFF and creates the translation package (ZIP). On
completion of the process, FrameMaker displays the XLIFF Conversion Report.
NOTE: Click Save Settings to save the XLIFF export settings you have configured in the XLIFF Export
Settings dialog. You can reuse these settings for subsequent translation.
RELATED LINKS:
Segmentation
SRX 2.0 Specification

1016
XLIFF CONVERSION REPORT

XLIFF Conversion Report


Understand the XLIFF Conversion Report that is generated post XLIFF conversion.
Once the XLIFF conversion is complete, FrameMaker displays the XLIFF Conversion Report in a panel. The
conversion report contains the following sections and information:

Figure 1: XLIFF Conversion Report


Information such as unique job ID for the XLIFF translation, a title based on the document name are
shown in the first section of the report.
The Logfile Errors/Warnings section contains the number of errors, warnings, and information messages
logged for the conversion process. All errors and warning messages are listed in a separate table in this
section.
The Log Complete section contains information about the overall export process.

1017
ADVANCED CONFIGURATIONS FOR XLIFF CONVERSION

Advanced configurations for XLIFF conversion


Learn how to configure settings for XLIFF conversion process.
The default XLIFF conversion settings are good for most of the basic translation jobs. However, as an
advanced user, you can configure and customize settings relevant to your translation job by making
changes in the configuration files. The translation configuration files are bundled in the XLIFF Translation
Settings (.xts) file. You need to take the default settings file, make changes to it, and then use the
updated file for the conversion process.
To extract the configuration files from the default (.xts) settings file, perform the following steps:
1) Use the XLIFF Export Settings dialog to configure your basic settings.
2) Click Save Settings in the XLIFF Export Settings dialog and save the settings file.
3) Rename the settings file extension from.xts to .zip.
4) Use any archiving tool, which can handle ZIP files, and extract the contents of your settings file.
The following screenshot displays the extracted contents of the default .xts file:

Figure 1: Contents of the XTS file


The XLIFF configuration files are explained below:

dita
The dita folder contains the Internationalization Tag Set (ITS) rules for DITA 1.3 to XLIFF 1.2
conversion. You need to define your rules in the itsrules_overrides.xml file.
NOTE: You will also find an itsrules.xml file in the same folder. It is recommended not
to make any
changes in the itsrules.xml file. Changes in the itsrules_overrides.xml file get higher
priority and override rules defined in the itsrules.xml file.
mif
The mif folder contains the ITS rules for MIF 2022 to XLIFF 1.2 conversion. You need to define your
rules in the itsrules_overrides.xml file.

1018
ADVANCED CONFIGURATIONS FOR XLIFF CONVERSION

NOTE: You will also find an itsrules.xml file in the same folder. It is recommended not
to make any
changes in the itsrules.xml file. Changes in the itsrules_overrides.xml file get higher
priority and override rules defined in the itsrules.xml file.
xml
The xml folder contains the ITS rules for custom XML to XLIFF 1.2 conversion. You need to define
your rules in the itsrules.xml file.
srx
The srx folder contains the Segmentation Rules eXchange (SRX) file. Use the srxrules.xml file
to defines segmentation rules for XLIFF 1.2 content.
catalog.xml
The catalog.xml file contains redirects DocTypes (DTD) und public IDs (RelaxNG) to its XSD
representation. If you are using specialized DITA, then you need to add a mapping for your
DTD/RelaxNG and their XSD.
root_catalog.xml
The root_catalog.xml file contains the path to the default DITA 1.3 implementation shipped
out-of-the-box in FrameMaker. The default path points to <FrameMaker_Install_Loca-
tion>\fminit\ditafm\ditaot location. If your DTD/RelaxNG/XSD are available at a different
location, then you must update the path in this file.
xliffsettings.xml
The xliffsettings.xml file contains the settings configured through the XLIFF Export Settings
dialog.

5) Once you have made changes to the settings file, use any archiving utility to package all files into a
ZIP file.
6) Change the .zip extension to .xts.
Your updated settings file is now ready. Specify the path of this file in the XTS File location setting in the
XLIFF Export Settings dialog.
RELATED LINKS:
Segmentation
SRX 2.0 Specification

1019
IMPORT XLIFF FILES

Import XLIFF files


Learn how to import translated XLIFF files back into Adobe FrameMaker.
Once you share the XLIFF file with your translation service provider, the translator processes the file,
extracts translatable content, and finally translates the content. This could go through multiple iterations
before the final set of translated content is made available. Once the translated content is ready, the
translation service provider gives the translated XLIFF files back to you. FrameMaker allows you to easily
import the translated XLIFF file back in FrameMaker and you can publish it in the desired output format.
To import the XLIFF file, perform the following steps :
1) Go to File > Translation > Import XLIFF.

Figure 1: XLIFF Import Settings dialog


2) In the XLIFF Import Settings dialog, specify the Package Filename that you have received from your
translation service provider.
3) Specify an Output Directory to extract the file contents.
NOTE: It is recommended to use an empty Output Directory. If you are using a directory where you
had extracted the XLIFF files earlier, then those files will get overwritten.
On successful execution of the import process, a success message is displayed along with the XLIFF
(import) Conversion Report.

1020
CONTENT MANAGEMENT SYSTEMS

Content Management Systems


See how you can collaborate with various content management systems in FrameMaker.
When working with documents, you often find the need to maintain versions of documents. This is
helpful to manage content, compare changes across document versions. Also, maintaining versions is
relevant and imperative in a collaborative authoring environment. In a collaborative environment, more
than one writer can be working on the same document. Often even on same parts of one document. To
allow you to work in this type of an environment, FrameMaker ships with connectors to the following
content management systems (CMS):
• Adobe Experience Manager
• Documentum, Microsoft SharePoint, and DitaExchange
• WebDAV

1021
ADOBE EXPERIENCE MANAGER

Adobe Experience Manager


Know what Adobe Experience Manager is and how you can work with Adobe Experience Manager in
FrameMaker.
Built atop the industry-leading JSR-283-compliant CRX content repository, Adobe Experience Manager
(AEM and formerly CQ) provides a complete suite of applications for the Web Experience Management
(WEM) of organizations. FrameMaker ships with an out-of-the-box connector to Adobe Experience
Manager. FrameMaker also provides you with an easy-to-use interface that allows you to maintain
versions of your documents in a distributed and collaborative environment.

1022
Set up the Adobe Experience Manager connector
Learn to set up an Adobe Experience Manager connection in Adobe FrameMaker.
Adobe Experience Manager (AEM) is a Web content management system that allows you to store digital
assets in its DAM (Digital Asset Management) repository. The AEM connector allows you to manage your
FrameMaker documents using the DAM.
NOTE: You can choose to store your documents in any AEM folder. If you use the AEM DAM, you will be
able to take advantage of the DAM features such as searching for digital assets.

Before you begin


Install Java Runtime on the system and set JAVA_HOME environment variable.
NOTE: AEM connector supports the cipher suites provided by Java for TLS handshake in HTTPS connection.

Connection Manager dialog

1023
Figure 1: Adobe Experience Manager connection settings

Name
A friendly name for your FrameMaker – Adobe Experience Manager connection.
Server
The AEM server location in the following syntax:
http://<server-name>:<port-number>/crx/server
Use Single Sign-On (SSO)
If your organization uses SSO for AEM server authentication, then select this option. When you
select this option, the password field is removed from the interface as you are routed through your
organization’s SSO login process.
Ensure that the User Name is correct, which includes the complete email address used for SSO
login. For example, if your SSO login email address is “steve@xyz.com”, enter the complete email
address “steve@xyz.com” as the User Name.
NOTE: If there is discrepancy between the User Name and email address you used for SSO login, the
checked out file displays a red lock next to it. Also, when you try to check out any other file, the red lock
icon is displayed next to it, preventing you from working on it. So, you can only view the files but cannot
edit them.
User Name and Password
Specify the User Name and Password to connect to the AEM server. Select the Save Password
option to save the password.
Workspace
Adobe Experience Manager workspace.
Default workspace: crx.default.
You are recommended to create a folder within the DAM workspace. However, you can create a
folder at any location in the repository.
Local Folder
Local folder location to save files from AEM.
The default location is C:\Users\<usernname>\Documents. You can change the default loca-
tion by clicking the Browse button.
FrameMaker always creates the local download folder in lower case, irrespective of the connection
title provided in the Connection Manager dialog.

Client authentication on AEM server


FrameMaker has the feature to validate the client authentication configured in the AEM server for your
organization. Support for client authentication during TLS handshake is added to the AEM connector.
Due to this, when you try to connect to a server with client authentication enabled, FrameMaker
prompts you to select a certificate. Once you choose a certificate, TLS handshake proceeds with this

1024
certificate. After the client certificate is validated on the server, the login process begins and establishes
the connection to the AEM repository.

You can override the client certificate to be used by adding a setting in the CQPreference.xmlfile and
providing the alias name of the certificate. For example, you can add the following setting where
"Adobe" represents the alias name of your client certificate:
<ClientCertificateAliasOverride value="Adobe"/>
FrameMaker then picks the certificate mentioned in the setting for login and does not prompt for certif-
icate selection.
NOTE: For the changes to take effect, you need to restart FrameMaker.

Setting up the Adobe Experience Manager connector


NOTE: The Adobe Experience Manager settings in the Preferences dialog provide some more options to
specify proxy server to connect with an AEM server. See CMS > Adobe Experience Manager for more
details.
1) Choose File > CMS > Connection Manager.
The Connection Manager dialog is displayed.
2) In the Choose Connection drop-down, select Adobe Experience Manager.
3) Enter a friendly name and server location.
4) If your organization uses SSO-based authentication, then select the Use Single Sign-On (SSO)
option.
Else, enter the User Name and Password for regular authentication.
5) Specify the Adobe Experience Manager Workspace or use the default (crx.default) workspace.
6) Select a Local Folder path.
7) Click Connect to set up the FrameMaker – Adobe Experience Manager connector.
NOTE: If you are using SSO-based authentication, then a popup window might appear and take you
through your organization’s SSO-based authentication process. You must close the window after
completing the login process.
On successful login, the Repository Manager window is displayed.
NOTE: In the Connection Manager dialog, click Clear if you want to clear the entries. It clears out all
entered values and resets the Workspace and Local Folder fields to their default values.
NOTE: In the Connection Manager dialog, click Remove to remove the connection from Connect to a
Favorite list.

1025
Enable UUID-based files support
Adobe Experience Manager Guides (referred to as AEM Guides later in this guide), Adobe's DITA CCMS,
supports Universally Unique Identifier (UUID) based file referencing system. Using AEM, you can down-
load files that use UUID-based file referencing system through the AEM Connector. UUID files are down-
loaded as flat files without any hierarchical folder structure. Each file has a unique UUID, which helps
identify it in the file system. Once you have downloaded the files from AEM onto your system, you can
edit and publish them in FrameMaker.
NOTE:
• If you use AEM Guides as a Cloud Service (January 2022 release and later), you can author and
publish your UUID-based files in FrameMaker.
• If you use AEM Guides, you can publish your UUID-based files in FrameMaker.
The flat file hierarchy saves all referenced topics and media files in a single folder. As all the references
in AEM Guides are UUID-based, the flat hierarchy helps maintain the references. These references do not
change even when you move the files from one location to another.
The following screenshots display UUID-based files opened in FrameMaker for editing. The Book window
displays the UUIDs of files that are a part of the DITA map. When you open a file, the UUID is displayed
as the title of the document window.

Figure 2: UUID flat hierarchy Figure 3: References in a UUID-based file

Authoring UUID files is an enhanced feature in FrameMaker, and supports various file operations such as
Checkout, Check-in, Refresh, and so on. For more details on file operations, refer to Working with files.
To use the feature, do the following:
1) Choose Edit > Preferences > CMS > Adobe Experience Manager.
2) Select Use UUID Based Referencing. This option is not checked by default.

1026
Figure 4: UUID-based referencing option in the Preferences dialog
3) Download files that use UUID-based file referencing from AEM.
4) Publish the files using the publish functionality.

Additional notes on SSO-based authentication


You must consider the following points while using SSO-based authentication with AEM Connector:
• Internet Explorer 11 or higher must be installed on your system.
• The Security settings in IE should be set to low.
• FrameMaker must have the read access on browser cookies.

1027
Repository Manager
Learn how to work with Repository Manager in FrameMaker.
The Repository Manager window lists the files and folders from the Adobe Experience Manager reposi-
tory. You can perform various functions on the available files and folders from the Repository Manager
window.
Given below is a schematic representation of the tasks that you can perform from Repository Manager:

A: Enter the search term


B: Basic repository search
C: Advanced repository search
D: Name of the currently active AEM connection
E: Delete the selected item
F: Check-in, check-out, or cancel the check-out for selected item
G: Select an item from the Recent or Favourite list
H: Explore the contents of the DAM
I: Access the Review Comments panel

1028
J: Add a new connection
K: Close the connection

1029
Working with Adobe Experience Manager CRX folders
Understand how you can create a CRX folder and upload files from Adobe FrameMaker to Adobe Expe-
rience Manager. See the various other operations that you can perform on the folder.
You have the option of adding files at any level of the content folder hierarchy. However, to take advan-
tage of the Adobe Experience Manager's Digital Asset Management (DAM) functionality, you are recom-
mended to a create folder within the dam folder. After you have created a folder, you can then upload
files and folders to the repository.
1) To create a sub folder within the dam folder, right-click on the dam folder and select New Folder.
2) Enter the new folder name. Click OK.
Before you can start working with files in the repository, you need to first upload the files.
You can choose to upload a file or upload a folder. If you upload a folder, all the sub-folders and files
within the selected folder are uploaded.
3) To upload a file, right-click on the folder into which you want to upload, and choose one of the
following:
IMPORTANT: To be able to upload files, you must have the WebDAV support enabled on your AEM
server.

Upload File
Upload a single file without its dependencies.
IMPORTANT: Ensure that your file name does not contain any special characters like *, /, :, [, \,
], |, #, %.
Upload File With Dependents
Upload a single file with the following dependencies:
– Content references
– Cross references
– Graphics
Upload Folder
Upload a folder and its contents.

4) Choose the file or folder to upload. Click Select.


The file or folder is uploaded within the selected folder in the AEM repository.
NOTE: When you upload an asset (file/folder) already present in DAM, FrameMaker creates a minor
version of the asset. This happens only if the present asset in DAM is not locked by a user.

Other operations on the folder


Besides creating a folder and uploading files/folders to a folder in the AEM repository, you can also
perform the following operations at a folder level:

1030
Delete:
Delete a folder and its contents.
Explore
Locate the physical destination of the folder on the local machine. This is available only for those
files that have been checked out once.
Open on Server
Open the selected asset in default browser.
Checkout Files
Checkout all files in the folder
Checkin Files
Checkin all checked out files in the folder.
Cancel Checked Out Files
Cancel files checked out in the folder.
Show Checked out Files
Display the list of checked out files in the folder.
View Properties
Display properties of the folder.
Refresh
Refresh the contents of the folder and reflect all changes from the server.

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Working with files
After you upload a file to the repository, you can perform CMS file operations on the file such as
check-out, open read-only, check-in, view dependents, and more.
NOTE: The Adobe Experience Manager settings in the Preferences dialog provide some more options to
automatically checkout and check in files. See CMS > Adobe Experience Manager for more details.

Check out a file


To check out a file, right-click on a file and select Checkout. The file is checked out and opened for editing
in FrameMaker.
When the file is successfully checked out, a check indicator appears on the file icon in the Repository
Manager.

Check in a file
After you are done with making changes to a checked out file, check the file back into the repository.
Check in allows other users to work with the updated file.
To check in a file, right click on the file that you want to check in and select Checkin. In the Checkin dialog,
you can add comments to describe the changes you have made in the document. If the file is open in
FrameMaker, it is checked in and closed.
NOTE: You can also add labels when you check in your AEM Guides files from FrameMaker. For more
details, refer Add labels while checking files in AEM.

Cancel Checkout of a file


After making changes to a checked out file, you can choose to not check these changes back into the
repository. In this case, you can cancel the file check out and release the file for other users.
To cancel the file check out, right-click on a checked out file, and select Cancel Checkout.
The file check out is canceled and the latest copy of the file is downloaded from the server. Other users
can now check out this file.

Other operations on a file


Besides for the operations described above, you can also perform the following operations on files in the
AEM repository:

Open
Open the file in the read-only mode without checking out the file.
Checkout With Dependents
If the file that you want to checkout has dependents, you can choose Checkout With Dependents
to checkout all files at once.
View Dependents
Display the list of dependent or missing files.

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Dependents Resolution: Multi-Level or One Level
When you work with files that have dependents, you can choose how many level of dependent files
should FrameMaker resolve. By default, multi-level dependent files are resolved. This means that
all references or dependents in the file are resolved. For a file having a lot of references, this oper-
ation could be time consuming. If you choose to resolve only one-level references, then only the
direct references up to one level are resolved by FrameMaker. This improves the performance
while opening or checking out a file.
Delete
If the file is not checked out, delete the file from the repository.
Explore
Locate the physical destination of the file on the local machine. This is available for only those files
that have been checked out once.
Open on Server
Open the selected file in default browser.
Open file in AEM Web Editor
This option appears for all DITA files. Select this option to open the DITA file in the Web Editor. You
can view and edit the DITA file in the Experience Manager Guides Web Editor.
Open DITA map in AEM Web Editor
This option appears for a DITA map. Select this option to open the DITA map in the Web Editor. You
can view and edit the map in the Experience Manager Guides Web Editor.
Open DITA map in AEM Map Dashboard
This option appears for a DITA map. Select this option to open the DITA map in the Map Dashboard.
You can view and edit the map in the Experience Manager Guides Map Dashboard.
View Metadata
Display the metadata associated with the file. You can also associate XMP metadata with a
FrameMaker file, for details see XMP Metadata in FrameMaker and Adobe Experience Manager.
View Versions
Display the list of versions available for the selected file in the repository. In the Versions dialog,
you can right-click on any file and perform the following operations:
• Compare any two versions of the file
• Open any previous version of the file
View Properties
Display the list of file properties such as created date, created by, server path, and more.

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Refresh:
Refresh the current state of the file. For example, if you view the file as checked out by another
user, the user then checks the file in. Refresh the state of the file after the other user checked the
file in.

Add labels while checking files in AEM


FrameMaker allows you to add labels when you check in your AEM Guides files from FrameMaker. These
labels are already defined in AEM Guides and appear as a dropdown list in FrameMaker. For more details,
refer to Add labels section in the AEM Guides User Guide.
To add labels while you check in your file, right-click on the file that you want to check-in and select
Check-in.

If your labels are not defined in AEM Guides, then you can add them in the Version Label category sepa-
rated by commas.

NOTE: The check-in labels are displayed in the version history of the document in the AEM Guides user
interface.

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Unicode support for managing files through AEM connector
FrameMaker also provides support for Unicode characters in files and folders accessed or created
through AEM connector. For example, you can use Unicode characters to add comments and version
labels while checking in files. You can also use Unicode in the properties, version, or metadata for a file.

Figure 1: Unicode support for managing files through AEM connector


NOTE: You are recommended not to add spaces along with Unicode characters in the file and folder
names.
Learn more about Unicode support in FrameMaker.

1035
Searching in an Adobe Experience Manager repository
Understand how you can perform intuitive search in the Adobe Experience Manager repository.
The Adobe Experience Manager search functionality allows you to search for files in the selected folder.
The functionality includes:
• Repository search
• Search by element attributes
• Advanced Search

Repository search
To search for a file in the repository:
1) Select a folder in which to search.
2) Enter the search string in the Enter Search String text box in the Repository Manager.

Figure 1: Repository Manager


3) Click the Search Repository icon.
Based on the way your Adobe Experience Manager server is setup, the search results are displayed
in either of the two formats:
– Search Result dialog
The Search Result dialog appears if your AEM server does not have Adobe Experience Manager
Guides installed.
The Search Result dialog displays the filename, server path, version, and date created for each
file returned in the search results.

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Figure 2: Search Result dialog box
– Repository Search panel
The Repository Search panel appears if your AEM server has Adobe Experience Manager
Guides installed.
The Repository Search panel displays the filename, context where the search term is found, el-
ement hierarchy, author, review status, and places where the corresponding file is used.

Figure 3: Repository Search panel


4) In the search results, right-click on a file to perform the required operation on the file.
For operations that you can perform on a file, see Working with files.

Search by element attributes


The Adobe Experience Manager search functionality also supports search by an element’s attribute. To
search by attribute, type the search string as Attribute name = Value and click the search icon.
The search results are displayed in the Repository Search panel.
For example, if you want to search for an image that has the width of 200, then specify the search string
as: width=200

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Advanced Search
Understand Advanced Search in FrameMaker and learn how to perform advanced search.
Advanced search allow users to perform a search based on criteria like name, path, modified date, file
type, and tags. Such functionality is useful when you have a large number and variety of files in your
repository.
NOTE: Advanced Search is disabled when you have Adobe Experience Manager Guides installed on your
Adobe Experience Manager server.
To perform an advanced search for files in the Adobe Experience Manager repository:
1) Click the Advanced Search button on the Repository Manager.

Figure 4: Adobe Experience Manager Advanced Search dialog


IMPORTANT: None of the search fields in the Advanced Search dialog are mandatory. Also, if you
specify a search filter for more than one field, the search uses the AND criteria to perform the
search.
2) In the Full Text box, enter the search string.
3) The Path box displays the name of the currently selected folder. Use the Browse button to choose
an alternative AEM folder to search.
4) Click the Modified check box to enable the From and To fields.
Use the Calendar controls in these fields to specify the file modified date range to search.
5) Click the File Types check box to enable the file type fields.

1038
You can choose to include (check) or exclude (uncheck) the file type from the search.
– FrameMaker Files
– Images
– Multimedia
– Documents
For each of the above file type groups, click the Browser button and choose the file types to include
or exclude. For example, from the FrameMaker Files list, you can choose to include or exclude
FrameMaker Documents, FrameMaker MIF, and XML.
You can also enter a file type not defined above in the Other Types box.
To define other files type, you will need to specify the mime type of the file. Also, you can specify
multiple file types separated by comma.
6) Click the Tags check box to enable the metatag fields.
You can choose to include (check) or exclude (uncheck) the metatag from the search.
– Business
– Industry
– Lifestyle
– Nature
– Illustrations/Vectors
For each of the above metatag groups, click the Browser button and choose the metatag to include
or exclude. For example, from the Business element group, you can choose to include or exclude
business-related metatags such as Business Abstract, Business Backgrounds, Business Concept.
You can also enter a metatag not defined above in the Other Tags box.
To define multiple metatags, you can specify the metatags separated by comma.
7) Click the Search.
The Search Result dialog displays the file name, server path, version, and date created for each file
returned in the search results.
8) Right-click a file to perform the required operation on the file.
For operations that you can perform on a file see, Working with files.

1039
Reviews with Adobe Experience Manager Guides and FrameMaker
Know how you can perform AEM Guides based review and work with review comments in FrameMaker.
The review functionality allows you to sync, view and reply to comments received from reviewers. For
this functionality to work, you must have AEM Guides installed on your AEM server.
Using the review feature provided in AEM Guides, an author can initiate a document review from AEM.
Multiple reviewers can review a single topic and share their comments. The comments can then be
viewed and managed from the Review Comments panel in FrameMaker.
NOTE: You cannot initiate a review task from FrameMaker, but you can post comments on the topics. They
are reflected in AEM when you sync the same topic in AEM.

Figure 1: Review Comments panel


From the Review Comments panel, you can:
A: Filter comments by choosing reviewers from Reviewers list. See all comments by clicking on Show All
Comments.

1040
B: Mark the status for each comment. Choose from None, Accepted or Rejected.
C: Post a reply for a comment.
To access the Review Comments panel and manage comments, perform the following steps:
1) Open the topic for which you want to view the comments.
2) Click Review Comments icon to open the Review Comments panel from the Repository Manager
window.
3) In the Review Comments panel, click Sync Comments.
You can see a list of comments for the currently open topic.
4) Manage your comments by either posting a reply, or changing the status of the comment.

1041
XMP Metadata in FrameMaker and Adobe Experience Manager
See how you can work with XMP Metadata in FrameMaker and Adobe Experience Manager.
FrameMaker provides you support for editing and updating Adobe Experience Manager metadata of
DAM FrameMaker assets, which simplifies file and version management. XMP metadata is platform inde-
pendent and you can customize it to meet your CMS needs. For more information about XMP metadata,
see Extensible Metadata Platform (XMP).
Both FrameMaker and Adobe Experience Manager support XMP. When you upload a FrameMaker binary
file (.fm, .mif, or .book) to the AEM repository using DAM, the FrameMaker file information (File >
File Info) is added to the AEM metadata of the file.
If you right-click and select Show Metadata on a file in the AEM repository, you can view the XMP meta-
data associated with the file.

1042
Edit the Adobe Experience Manager preferences in the CQPreference.xml file
Know how you can edit the preferences of the Adobe Experience Manager connector in Adobe
FrameMaker using the CQPreference.xml file.
You can manage the preferences of the Adobe FrameMaker connector for Adobe Experience Manager
using the CQPreference.xml (located in the FrameMaker installation directory).
To update the preferences, open the XML file in an XML or text editor and make change to the following
properties, as needed:

Element/Attribute Values Default


<ShowOnlyDam> value="true" displays only the value="true"
@value DAM related folders/assets for which
@folders you have read permissions in the
Repository Manager.
value="false" displays all the
folders in the Repository Manager.
For example, if @value is set to
true, and @folders is set to
content,apps FrameMaker
displays only two folders in the
content repository: content and
apps. If @value is set to true and
@folders is set to content/dam
the content repository displays
content as top level folder and dam
as a sub-folder.
<SetUserArea> Specify the AEM application folder This field is blank by default. When
@folders where all the FrameMaker files are you do not edit this field and keep it
downloaded from AEM to the local blank, the default folder is:
disk. %APPDATA%\ Adobe\Frame
Maker\CQ
<SuppressAlert> value="true" suppresses the value="false"
@value alert messages, such as missing
dependent file alerts while
uploading, checking in, and checking
out files, and displays the message
content in the FrameMaker console
window file.
value="false" does not suppress
the alert messages.

1043
Element/Attribute Values Default

<FileNameRestri anychar="true" allows all the value="false"


ctions> characters and special characters in
@anychar the filenames in the repository.
anychar="false" lets you specify
the allowed characters in the
repository filenames using
AlphaNumeric and
SpecialChars values.
NOTE: By default, Unicode is not
supported in filenames. To enable
Unicode characters in new folder and
filenames, switch off the restrictions.
Set FileNameRestrictions
anychar=true.
<AlphaNumeric> true allows alphanumeric true
characters in filenames.
This preference is relevant only when
<FileNameRestrictions>
@anychar is set to false.
<SpecialChars> List the other characters that are none
@value allowed. For example, to allow “-”
and “:” in the repository filenames
set the value if this field to: “-:”.
This preference is relevant only when
the @anychar attribute for
<FileNameRestrictions> is set
to false.
<ShowProgressBa value="true" shows a progress value="false"
r> bar for indicating the progress of
@value operations, such as check in, check
out, and download.
value="false" does not display
the progress bar.
<AddHiddenDepen value="true" uploads value="false"
dencies> dependencies, such as
@value cross-references, text inset, graphics,
hidden through conditional text or
filter attribute while uploading a file.
value="false" ignores all hidden
dependencies while uploading a file

1044
Element/Attribute Values Default

<ManageReferenc value="true" allows you to value="true"


es> customize reference handling with
@value menu and UI options
value="false" maintains existing
behavior
<AutoRefreshPar value="true" refreshes the value="true"
ent> parent node (file or folder) in the
@value Repository Manager after each
operation, such as check out.
value="false" does not refresh
the parent node automatically.
Set @value to false, if better
performance is required.

1045
DOCUMENTUM, MICROSOFT SHAREPOINT, AND DITAEXCHANGE

Documentum, Microsoft SharePoint, and DitaExchange


Learn how Adobe FrameMaker provides connectors that enable integration with Documentum, Micro-
soft SharePoint, and DitaExchange.
Adobe FrameMaker provides connectors that enable integration with the following content manage-
ment systems (CMS):
• OpenText Documentum 7.2
• Microsoft SharePoint Server 2016, 2013, and 2010
• Microsoft SharePoint Online
• DitaExchange
Once configured, Adobe FrameMaker allows you to perform search, read, write, delete, update, check
in, and check out operations on the configured CMS repository.
NOTE: FrameMaker also provides Microsoft SharePoint support for claim-based authentication.

1046
Set default file versioning
Understand the default file versioning scheme when uploading files to a Documentum, Microsoft Share-
Point, or DitaExchange repository with Adobe FrameMaker.
You can specify the versioning scheme to be applied when you use Adobe FrameMaker to upload a docu-
ment that exists in a Documentum, Microsoft SharePoint, or DitaExchange repository. The document is
overwritten and the specified file versioning settings are applied to the document.
To specify the versioning scheme to be applied when uploading files to a CMS, do the following:
1) Choose Edit > Preferences.
2) In CMS, ensure that Overwrite Existing Object And Save As is selected.
3) Select the versioning option per your requirement. You can choose to have the same (Documentum
only), next major, or next minor version for the uploaded document.
4) Click OK.

1047
Setup and configure the Documentum connector
Understand how to setup and configure the Adobe FrameMaker Documentum connector.
In this topic
• Configure the Repository Manager view
• Download the Powerlink SDK
• Define the DFS SDK path
• Add the FrameMaker file types on the Documentum Server using the .dar file
• Set up sample Adobe FrameMaker DITA Applications for Documentum Server

Configure the Repository Manager view


To configure the Repository Manager view in Adobe FrameMaker for Documentum, do the following:
1) Choose Edit > Preferences.
2) In CMS > Documentum, select Show Hidden Objects to view the hidden files (contained in a repos-
itory) in the Repository Manager window.
3) Select Show Private Cabinets to view the private cabinets (contained in a repository) in the Repos-
itory Manager window.
4) Click OK.

Download the Powerlink SDK


Download the Documentum Foundation Services SDK from the EMC website.
NOTE: You need an EMC powerlink login to download the SDK.

Define the DFS SDK path


To define the path to the Documentum Foundation Services (DFS) SDK in the Adobe FrameMaker CMS
Connector for Documentum, do the following:
1) Download the Documentum Foundation Services (DFS) SDK from the EMC website.
2) Extract the .zip file.
3) Choose Edit > Preferences.
4) Choose CMS > Documentum > DFS SDK Path. Click Browse.
5) In the Browse For Folder window, navigate to the SDK (e.g. emc-dfs-sdk-6.5) folder.
6) Click OK in the Browse For Folder window.
7) Click OK in the CMS Preferences window.
A message box prompts you to restart FrameMaker.
8) Restart Adobe FrameMaker.

Add the FrameMaker file types on the Documentum Server using the .dar file
To be able to work with the file types supported by Adobe FrameMaker, you must add the FrameMaker
file types and formats on the Content server using a .dar file.

1048
To add the Adobe FrameMaker types on the Content server, you need “Administrator” or “Create Type”
privileges.
1) You would need the .dar file to add the FrameMaker types on the Server. Contact your adminis-
trator or Adobe Customer Support for help.
2) Run the .dar file installation utility shipped with FrameMaker. The default location of this utility
is <Fm-install-location>\FmDctmSetup.exe.
NOTE: You can also use the default darinstaller.exe utility shipped with EMC Documentum
Composer.

Figure 1: Connection Information dialog of the .dar file installation utility


3) In the Connection Information dialog, provide the following information:
Server: Path of the Documentum server.
Port: Port at which the Documentum server is listening. Default value is 1489.
UserName and Password: The user name and password of the user with administrative privileges
to install the .dar file.
Repository: Name of the repository where you want to install the .dar file.
DFS SDK Path: Specify the path of the Documentum Foundation Services (DFS) SDK.
4) Click Create Types.

Set up sample Adobe FrameMaker DITA Applications for Documentum Server


A FrameMaker sample application pack includes an indicative set of applications to help content admin-
istrators configure Adobe FrameMaker to author files on Documentum server. You should download and
install the sample application pack to avoid the warnings and XML parser logs when you work with XML
files from Documentum server. Contact your administrator or Adobe Customer Support for help to
download the pack.

1049
Connect to a Content Management System
Understand how you can connect to a content management system with Adobe FrameMaker using the
Connection Manager dialog
Out of the box, Adobe FrameMaker comes with CMS connectors for Adobe Experience Manager, DitaEx-
change, Documentum, Microsoft SharePoint, or SharePoint Online.
To configure the CMS connector for your CMS, do the following:
1) In Adobe FrameMaker, choose File > CMS > Connection Manager.
2) Choose the connection type — Adobe Experience Manager, DitaExchange, Documentum, Micro-
soft SharePoint or SharePoint Online.
Learn how to setup the Microsoft SharePoint Online connector.
Learn how to set up the Adobe Experience Manager connector.
3) Specify the connection details, such as server name, user name, and password to connect to your
CMS. Also, specify a unique name for the connection.
NOTE: The value in the Name field uniquely identifies each connection. All connections are added to
the favorites list. The list can store a maximum of sixteen favorites. If you try to store the seven-
teenth connection, the first connection on the list is removed to accommodate it. The connection
list works in a first in, first out manner.
NOTE: To delete a listed connection, select it from the list. Click Remove.
4) Documentum only: Specify the name of the Documentum repository to which FrameMaker will
connect using this connection.
5) Click Connect.
The Repository Manager lists the contents of the selected server.

1050
Setup the Microsoft SharePoint Online connector
Understand how you can setup a Microsoft SharePoint Online connector with Adobe FrameMaker using
the Connection Manager dialog
Adobe FrameMaker also comes with a out of the box connector for Microsoft SharePoint Online.To
configure the SharePoint Online connector for your CMS, do the following:
1) In Adobe FrameMaker, choose File > CMS > Connection Manager.

Figure 1:
2) Choose the connection type - Microsoft SharePoint Online.
To connect to your CMS, specify the connection details, such as server name, local path, and repos-
itory. Also, specify a unique name for the connection.

1051
Figure 2:

– Name
A friendly name for your connection, for example, connection FrameMaker SPO.
NOTE: The value in the Name field uniquely identifies each connection.
– Server
The SharePoint Online server location in the following syntax: https://<serv-
er-name>/sites/server. For example, https://adobe.share-
point.com/sites/FrameMaker2
– Local Path
Specify the Local folder location to save files from SharePoint Online.The default location is:
C:\Users\<usernname>\Documents
You can change the default location by clicking the Browse button.
– Repository
Specify the name of the repository which you connect to for Microsoft SharePoint Online.
3) Select Connect. Once the connect is established, the Repository Manager is loaded.

1052
Figure 3:
Repository Manager lists the contents of the selected server.
You can perform various file operations such as upload and download.

1053
Using the Repository Manager
Understand the Adobe FrameMaker Repository Manager.
Choose File > CMS > Open Repository to view the Repository Manager window. Use the Repository
Manager to:
• Switch between repositories
• Browse files within a repository
• Manage resources

1054
Upload files and folders
Learn how to upload files and folders to a Documentum, Microsoft SharePoint, Microsoft SharePoint
Online, or DitaExchange server using Adobe FrameMaker.
In this topic
• Introduction
• Upload an open file to a CMS
• Upload a closed file to a CMS
• Upload a folder

Introduction
In Adobe FrameMaker, you can upload XML, DITA, FM, MIF, and book files to a CMS and complete
folders.
The DitaExchange connector, supports two custom document libraries: Map and Topic.
NOTE: If you are using Documentum or Microsoft SharePoint, ensure that the required applications are
configured on the CMS server to upload DITA and XML files. If DITA applications are not available on your
CMS, contact your Administrator.

Upload an open file to a CMS


To upload an open file to a CMS in Adobe FrameMaker, do the following:
1) Select the server from the Repository Manager window.
2) Switch between the open documents to select the document to upload.
3) Choose File > CMS > Upload Active Document.
The Select CMS Item window is displayed.
4) Specify the upload location.
5) Click OK.
The selected document and its direct dependencies are uploaded. A message is displayed when the
file is successfully uploaded.
6) Click OK.
NOTE: Save the file before uploading. If the file is not saved, the dependencies list may not be correctly
updated.

Upload a closed file to a CMS


To upload a closed file to a CMS in Adobe FrameMaker, do the following:
1) Select the server from the Repository Manager window.
2) Do one of the following:
– Right-click a list or folder for Microsoft SharePoint or DitaExchange.
– Right-click a cabinet or folder for Documentum.
3) Select Upload Document.

1055
The Select the file to upload window displays.
4) Specify the file to upload.
5) Click Select.
The selected file and its direct dependencies are uploaded. A message is displayed when the file is
successfully uploaded.
6) Click OK.
NOTE: The uploaded file remains on the disk and a copy of it is uploaded to the server. To work on the file
again, first check out the file from the server.

Upload a folder
To upload a folder to a CMS in Adobe FrameMaker, do the following:
1) Select the server from the Repository Manager window.
2) Do one of the following:
– Right-click a cabinet or folder for Documentum.
– Right-click a list or folder for Microsoft SharePoint or DitaExchange.
3) Select Upload Folder.
The Browse For Folder window displays.
4) Navigate and select the folder to upload.
5) Click OK.
The selected folder and all its dependencies are uploaded. A message is displayed when the direc-
tory is successfully uploaded.
6) Click OK.

1056
Manage resources
Learn how to manage resources with Adobe FrameMaker, such as cabinets (Documentum), folders, and
files, of your configured Documentum, Microsoft SharePoint, or DitaExchange server.
In this topic
• Manage Documentum cabinets, folders, and files
• Checkout files
• Checkin files
• Manage files

Manage Documentum cabinets, folders, and files


You can perform the following operations on your CMS resources.

Add a cabinet
Right-click the root node of the Documentum server and select New Cabinet.
Delete a resource
Right-click a cabinet (Documentum only), folder, or file and select Delete.
When deleting a file in Documentum, a dialog prompts you to delete just the file, all versions of the
file, or the file and all its dependencies.
When deleting a file in Microsoft SharePoint, a dialog prompts you to keep just the current version
of the file and delete all other versions, or to delete all the versions of the file.
Upload a file
Right-click a cabinet, list, or folder and select Upload Document. FrameMaker uploads the file and
all its dependencies, if any.
Upload a folder
Right-click a cabinet, list, or folder and select Upload Folder.
Add a folder
Right-click a cabinet, list, or folder select New Folder.
Show checked out files
Right-click a cabinet, site, list, or folder and select Show Checkout Files.
View attributes
Right-click a cabinet, site, list, or folder and select Properties. The Attributes panel is displayed.
The dialog allows you to modify the value of an attribute. To modify a value, click the value of the
desired attribute and modify it.
Click OK to save the modified value.

1057
Refresh the view
Right-click a cabinet, site, list, folder, or the root node and select Refresh.

Checkout files
1) In the Repository Manager dialog, select the repository.
2) Right-click the file and do one of the following:
3) Select Checkout and Edit to check out and open the file.
Select Checkout to check out the file.
4) Specify whether to check out all dependent files.
5) Click OK.
The Checkout all dependent files option in the confirmation dialog box is synced to the Checkout Depen-
dent Files by Default option in the Preferences dialog.
To select the Checkout Dependent Files by Default option, do the following:
1) Choose Edit > Preferences > Microsoft SharePoint.
2) Select Checkout Dependent Files by Default.
If you select the Checkout Dependent Files by Default option, the Checkout all dependent files option
in the confirmation dialog box is also checked by default.
For example, in the Preferences dialog, if you have not selected the Checkout Dependent Files by Default
option, the Checkout all dependent files option in the confirmation dialog box is also not checked by
default.
NOTE: DitaExchange server maintains the http references in Dita files as the full http path. This connector
has special handling to support http paths for dependencies when you check-out a file. If you check-out
a DITA Topic file that contains an image with an href reference that is pointing to HTTP path, the refer-
enced image will also be checked out.
NOTE: Also, if you cancel the check-out of a DITA Topic file that contains an image with an href reference
that is pointing to HTTP path, the check-out on the referenced image will also be canceled.

Checkin files
1) In the Repository Manager dialog, select the repository.
2) Right-click the file and select Checkin.
3) Specify the version details.
4) Click OK.
NOTE: Select Cancel Checkout to undo the checkout and discard changes made to the file. For Microsoft
SharePoint or DitaExchange, check out of all dependent files will also be automatically canceled.
NOTE: Save the file before checking in to ensure that all the changes are uploaded correctly. If a file is
checked out with its dependents, then all dependent files will also be automatically checked in.
NOTE: DitaExchange server maintains the http references in DITA files as the full http path. This connector
has special handling to support http paths for dependencies when you check-in a file. If you check-in a

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DITA Topic file that contains an image with an href reference that is pointing to HTTP path, the refer-
enced image will also be checked in.

Manage files
Using Adobe FrameMaker you can manage XML, DITA, FM, MIF, and book files. In addition to checking
out and checking in files, you can perform the following tasks:

Open a file
Right-click and select Open (read only) to view the file in read-only mode. If the file is not checked
out, double-clicking or pressing Enter on the file, opens the file in read-only mode, and also down-
loads all the dependents of the file.
NOTE: DitaExchange server maintains the http references in DITA files as the full http path. This connector
has special handling to support http paths for dependencies when you open a file in read-only mode. If
you open a DITA Topic file that contains an image with an href reference that is pointing to HTTP path,
the referenced image is also opened in read-only mode.
Delete a file
Right-click, select Delete.
Select Delete all versions to delete all versions of the file.
View various versions
Right-click and select Show Versions.
View dependencies
Right-click and select Show Dependents.
NOTE: View dependencies is only valid for virtual documents in the case of Documentum.

View properties
Right-click and select Properties.
Refresh the view
Right-click and select Refresh.

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Add custom CMS attributes
Learn how to add custom CMS attributes to your unique requirements in Microsoft SharePoint or Docu-
mentum.
In this topic
• Introduction
• Add a custom property for Documentum
• Add a custom property for Microsoft SharePoint

Introduction
You may need to create custom attributes according to your unique requirements in Microsoft Share-
Point or Documentum. Once you have created these custom attributes, you can provide support for
them in Adobe FrameMaker. You can add the custom attributes in FrameMaker that exist on your Docu-
mentum or Microsoft SharePoint CMS. You can add the following attribute types in FrameMaker CMS
preferences for Microsoft SharePoint:
• Text
• Note
• Number
• Currency
• Integer
• Boolean
• DateTime
• Lookup
• Choice
• URL
• User
You can add the following data types for Documentum:
• Boolean
• Integer
• String
• Double
• Time
• ID
On file upload, the attributes specified in the CMS preferences are populated in connection manager and
search.

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Figure 1: Adding custom properties in Microsoft SharePoint
A. Properties added in SharePoint using the Preferences dialog of FrameMaker B. Adding custom prop-
erties in FrameMaker (SingleLine, MultiLine, and curr)

Add a custom property for Documentum


To add a custom property for Documentum:
1) Choose Edit > Preferences.
2) In the Preferences dialog, expand CMS and select Documentum.
3) In List of Attributes, enter the name of the new property. Click Add. Repeat to add more properties.
4) Click OK.
To view the added property, right-click a folder or document within the relevant cabinet. Also, when
you use Advanced Search, the Add Criteria area has the new property listed in the Property
drop-down.

Add a custom property for Microsoft SharePoint


To add a custom property for SharePoint:
1) Choose Edit > Preferences.
2) In the Preferences dialog, expand CMS and select Microsoft SharePoint and enter the following:

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Name: Enter a name for the new property.
Data Type: Enter data type of the new property: Boolean, Date, Double, Integer, or String.
Attribute Type: Enter one of the following: Text, Note, Number, Currency, Integer, Boolean, Date-
Time, Lookup, Choice, URL, or User.
3) Click OK.

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Search files in a CMS
Learn how to execute basic and advanced searches with Adobe FrameMaker in the configured Docu-
mentum, Microsoft SharePoint, and DitaExchange repositories.
Adobe FrameMaker allows you to perform basic and advanced search in the configured Documentum,
Microsoft SharePoint, and DitaExchange repositories.

Basic search
Basic search searches on the name of the file. To perform a basic search:
1) In the Repository Manager, select the repository.
2) Enter the search term in the search field and click the search icon.
The results are displayed in the search results window.
NOTE: Basic search searches the selected item in the repository. If the selected item is a top-level
container, then all files and sub-containers within the main container are searched.

Advanced search in Microsoft SharePoint or DitaExchange


To perform an advanced search on a Microsoft SharePoint or DitaExchange repository:
1) In the Repository Manager, select the repository.
2) Click the advanced search icon. The advanced search window is displayed as follows:

Figure 1: Microsoft SharePoint Advanced Search window


3) Enter the search term in the search pane.

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4) The condition builder allows you to perform complex searches by combining two or more search
criteria.
a) Build a criteria by selecting the property (for example, Created By), the relevant condition (for
example, =), and specify a value (for example, Jones).
Click Add.
b) Build another criteria by selecting the operator (AND or OR), the property (for example, File
Type), the desired condition (for example, =), and specify a value (for example PDF).
5) Click Search.
Search results are displayed based on the specified search criteria. In this example, the PDF files created
by Jones are displayed.

Filter files by attributes in DitaExchange


The DitaExchange connector allows you to filter the files in the Browse File(s) and File Open dialog. You
can filter the files in these dialogs by any of the available file attributes. For example, you can filter the
files by file type or by the author. In a large list of files, this can narrow down the list and make it much
easier to find the file or files you are looking for.
1) In the Repository Manager, right-click on a list or folder and select Browse File(s).
2) The Browse File(s) dialogs displays the list of files in the selected list or folder.
For each file, the list also displays all the associated attributes mentioned in the View.
IMPORTANT: In DitaExchange, if you update the attributes associated with a file on the DitaExchange
server, the attributes are dynamically updated in the Browse File(s) or File Open dialogs. This
behavior is specific to DitaExchange.
3) To filter the list of files by a specific attribute, hover the mouse pointer over the attribute title.
A pop-up arrow is displayed to the right of the title name.
4) Click the pop-up arrow.
The Filter – <Attribute name> dialog is displayed.
5) To define a filter for the files in the Browse File(s) dialog, do one of the following:
– Use the checkboxes to the left of the entires in the list. For example, in the above dialog, you
can choose to filter the list to display only files modified by the administrator by unchecking
the other two options.
– Filter the list by the text entered in the text box. For example, type ad to filter the list by
entries that contain the text ad.
6) Click OK.
The list of files is filtered by the conditions that you have set in the Filter dialog.
Note that in the Browse File(s) dialog, an asterisk appears to the right of the attribute title on which
the filter is applied.
IMPORTANT: The filter applied on a specific list or folder is retained for the current DitaExchange
session. This implies that if you later open the Browse File(s) dialog for the specific list or folder, the
file list will be filtered by the conditions that you previously applied.
You can clear the filters that you have applied in the Browse File(s) dialog at two levels:

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• Filters applied to a specific attribute
• Filters applied to all attributes
1) In the Repository Manager, right-click on a list or folder and select Browse Fils(s).
In the Browse File(s) dialog, notice the asterisk that appears to the right of some of the attribute
titles. This is provided by the connector as an indicator for the attributes on which filter are applied.
2) To clear the filter on a specific attribute, hover the mouse pointer over the attribute title and click
the pop-up arrow.
3) In the Filter – <Attribute name> dialog, click Clear Filter.
4) The filter is cleared from the file list in the Browse File(s) dialog.
Also notice the asterisk is not displayed to the right of the attribute title.
5) To clear the filter applied to all attributes, in the Browse File(s) dialog, click Clear All Filters.

Advanced search in Documentum


To perform an advanced search on a Documentum repository:
1) In the Repository Manager, select the repository.
2) Click the Advanced Search icon. The Advanced Search dialog is displayed.
3) Enter the search term.
4) Select the location, file type, date, and file size values as required.
5) The condition builder allows you to perform complex searches by combining two or more search
criteria.
Build a criteria by selecting the property (for example, Title) and the condition (for example, begins
with), and specify a keyword (for example, Troubleshooting). Click Add.
Build another criteria by selecting the operator (AND or OR), property (for example Modified By),
condition (for example, begins with), and specify a keyword (for example, “Daniel”).
6) Click Search.
Search results are displayed based on the specified criteria. In this example, elements that have their
titles beginning with Troubleshooting and are modified by users that have their names beginning with
“Daniel” are displayed.

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WEBDAV

WebDAV
Learn about WebDAV servers and WebDAV URLs and how you can collaborate with WebDAV in Adobe
FrameMaker.
WebDAV technology enables you to read and write files over a modified hypertext transfer protocol.
Files reside on the server within a directory structure and are checked out to your local machine. Your
local machine has a directory structure that mirrors the WebDAV server structure, so when you check
out files, the files are downloaded to your machine and placed in the mirrored folder.
Adobe FrameMaker has built-in support for Web Distributed Authoring and Versioning (WebDAV) server
technology. WebDAV is a standard protocol that is supported by most Content Management Systems
(CMS). Use WebDAV to download and upload documents, and lock documents so others cannot modify
them at the same time as you do. Use a WebDAV enabled CMS to work in a collaborative environment
without worrying about version control.
In FrameMaker, you can author and edit XML files, FrameMaker books and files, and MIF files, located
on the WebDAV server.
For more information about WebDAV, visit www.webdav.org.

WebDAV server
A server implementing the WebDAV protocol. You can store and access files on any WebDAV server
using FrameMaker and a WebDAV client, assuming you have login access to the server.
URL
In the context of WebDAV, URL refers to the path to a file (asset) on a WebDAV server. You can
open any file on a WebDAV server by specifying its URL in the Browse URL dialog box.

WebDAV offers distinct advantages over traditional file servers.


Multiple users can download copies of a file managed by a WebDAV server, but only one user at a time
can check-out the file. Users who check out a file can share their work with other users while keeping a
file checked-out by updating the file on the server. However, other users can’t change a checked-out file
until it is checked in. This check out/check in system allows multiple users to access the same file but
prevents users from overwriting each other’s work.
Because WebDAV works over web accessible networks, location doesn’t matter. Team members can
share files regardless of their proximity.

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Getting started with WebDAV
Learn how you can get started with WebDAV and understand the advantages of using browse URL.
You can directly open, update, and save files to the server by specifying the URL of a file.

Advantages of using Browse URL


• You don't have to explicitly set up the server connection.
• You don't have to explicitly download all linked and associated files, such as referenced images
when you download a file.
• You don't have to download all book components or files associated with a .xml, such as schema,
DTD, or EDD.
• You don't have to explicitly update or upload a file. A file is automatically updated on the server
when you save it and checked-in to the server when you close it.
The Browse URL workflow is also Unicode and IPv6 compliant and integrated with all FrameMaker work-
flows.

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Using the WebDAV Browse URL workflow in Adobe FrameMaker
Learn how to use the Browse URL workflow in Adobe FrameMaker and how to manage various files and
folders in WebDAV.
You can access the Browse URL dialog box with the Browse URL button on the Welcome Screen and from
and a few dialogs related to file management.

Figure 1: Browse URL


A. Store the URL path by specifying a nickname to the server B. Delete the stored URL path C. Look In list
displays the recently accessed file D. Move up one folder level E. Create a folder on the server F. Rename
a file or folder G. Delete selected file or folder H. Stored server name I. File details that you can sort
according to any column J. Specify the complete URL for a file

New
You can specify the HTTP URL of the template you want to use for a new document. You can either
type the complete URL of the template in the New dialog box or use the Browse URL dialog box to
select the template.
Open
You can open any HTTP file on a server by typing its URL in the filename of the file Open dialog box.
You can open all the FrameMaker file types supported through local file paths using HTTP paths.
These file types include .fm, .book, .mif, .xml, .ditamap, and .bookmap. You can also open
text files, Microsoft Office documents, such as DOC, DOCX, and RTF.
Import
You can import files by specifying their HTTP paths. You can import them by reference or copy them
into your document. You can import an HTTP text inset, add a cross-reference to an HTTP file,
import graphics, or U3D objects files by specifying their HTTP paths.
Save
You can specify a URL in the Save As dialog to upload the file to a WebDAV enabled server. You can
save a file in all FrameMaker formats.

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NOTE: You cannot do a batch conversion of documents for HTTP WebDAV directories.

Save a WebDAV server connection


When working with Browse URL you don’t have to explicitly set up a server. If a WebDAV server has an
authentication process setup, you need to provide login credentials the first time you access a file on the
server. If you work frequently with a server, you can save the server connection in the Browse URL for
quicker access.
1) Access the Browse URL dialog box and type the HTTP path to the WebDAV enabled server in the
filename box.
2) If prompted, specify your Login ID and Password.
3) To save the server connections, click the Store URL icon.
4) Specify a nickname for the server connection. Click OK.
Once saved, the server connection is displayed each time you access the Browse URL dialog box.
To delete a saved server connection, click the Remove URL icon.

Setting WebDAV preferences


Choose Edit > Preferences and set the following options.

Checkout HTTP Files On Open


Clear this option if you do not want to check out a file from a WebDAV server when opening the file.
Upload HTTP Files On Save
Clear this option if you want to check in a file only once when you close the file.

Using HTTP paths to open files


You can open any file on a WebDAV server by specifying its URL.
For XML files, FrameMaker silently downloads all HTTP references, such as the xml schema or the DTDs
associated with the XML file. Other references, such as text or graphic insets or cross-referenced files are
also downloaded.
You can also reference or import graphic file objects in your documents by specifying their URLs. You can
include links to documents by specifying their HTTP paths in hypertext markers.

Create, open, import and save documents


You can create, open, import, and save files directly from a WebDAV server by specifying the file URL.
NOTE: If you selected the Checkout HTTP Files On Open option from the Preferences dialog box, a file is
automatically locked and checked-out when you download it. An asterisk symbol appears against the file-
name indicating that it is checked-out.
To create a document on a WebDAV server:
1) Choose File > New > Document. Click the Browse URL icon.
2) Select the server name from the right panel or specify the HTTP path to the server.

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3) Specify a filename.
4) Click OK.
To create a DITA topic, DITA map, or a bookmap on a WebDAV server:
1) Choose DITA > New DITA File and select any option from the menu.
2) Click the Browse URL icon in the new file dialog boxes to create a DITA file on a WebDAV server.
To open an unstructured FrameMaker file from a WebDAV server:
1) Choose File > Open. Click the Browse URL icon.
2) Select the server name from the right panel, navigate to the folder, and double-click the file to open
it.
Alternatively, specify the complete HTTP path to the file. Click Open.
To open a DTD from a WebDAV server:
1) Choose Structure > DTD > Open DTD. Click the Browse URL icon.
2) Select the server name from the right panel, navigate to the folder, and double-click the file to open
it.
Alternatively, specify the complete HTTP path to the DTD file. Click Open.
To open an XML Schema from a WebDAV server:
1) Choose Structure > Schema > Open Schema and click the Browse URL icon.
2) Select the server name from the right panel, navigate to the folder, and double-click the file to open
it.
Alternatively, specify the complete HTTP path to the schema file and click Open.
To save a file on a WebDAV server:
You can automatically upload changes to the WebDAV server. To do so, ensure that you have selected
the Upload HTTP Files On Save option in the Preferences dialog box.
1) Choose File > Save As. Click the Browse URL icon.
2) Select the server name from the right panel and navigate to the folder. Click Save.
To save a DTD:
1) Choose Structure > DTD > Save As DTD. Click the Browse URL icon.
2) Select the server name from the right panel and navigate to the folder. Click Save.
To import a file from a WebDAV server:

Import a file:
Choose File > Import > File. Click the Browse URL icon.
Import a DTD:
Choose Structure > DTD > Import DTD. Click the Browse URL icon.
Import a schema:
Choose Structure > Schema > Import Schema. Click the Browse URL icon.

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Import a CSS file:
Choose Structure > Import CSS Styles. Click the Browse URL icon.

To close a file opened from a WebDAV server:


By default, when you close a file the file is automatically checked-in.

Associate a template with a book folder (WebDAV)


You can specify the HTTP path of the template when associating it with a folder in a hierarchical book.
1) In the book window, right-click the folder for which you want to define a template. Click Properties.
The Container Properties dialog is displayed.
2) Select the Template Path option and click the Add Template ("...") button to browse for a file.
3) Specify the complete HTTP path in the filename box or click Browse URL to locate the file on the
server.
4) Click OK, Open, and Set to associate a template for the selected folder.

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SCRIPTING IN FRAMEMAKER
WHAT IS SCRIPTING?

Scripting in FrameMaker
Understand how to create and execute ExtendScript scripts to automate repetitive tasks in Adobe
FrameMaker.
In this topic
• What is scripting?
• Why use scripting?
• Getting started with scripting
• Create scripts
• Run scripts

What is scripting?
Scripting is a powerful tool to control and automate many features of Adobe FrameMaker. Scripting in
FrameMaker is based on Adobe ExtendScript. It is a dialect of the ECMAScript 3 standard and, therefore,
similar to JavaScript.

Why use scripting?


Your work is characterized by creativity, but many of the actual hands-on tasks are anything but creative.
Most likely, you spend much time doing the same or similar procedures over and over again. Would it
not be great to have an assistant—one that happily does the mind-numbing tasks, follows your instruc-
tions with perfect and predictable consistency, is available any time you need help, works at lightning
speed, and never even sends an invoice? Scripting can be that assistant. With a small investment of time,
you can learn to script the simple but repetitive tasks that eat up your time. However, while it’s easy to
get started, FrameMaker scripts provide the necessary depth to handle sophisticated jobs. As your
scripting skills grow, you may move on to more complex scripts that work all night while you’re sleeping.

Getting started with scripting


A script is a series of statements that tell an application to perform a set of tasks. The trick is writing the
statements in a language that the applications understand. FrameMaker supports ExtendScript as its
scripting language.
There are two ways of running scripts: from within FrameMaker and by using the ExtendScript Toolkit
(ESTK).

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SCRIPTING IN FRAMEMAKER
CREATE SCRIPTS

Create scripts
FrameMaker includes a menu entry that makes it easy to create a script with the ExtendScript Toolkit
(ESTK).
To create a script:
1) Click File > Script > New Script.
2) Compose your script in the ExtendScript Toolkit (ESTK) that is opened.
3) Save the script. Either run the script from within ESTK or run it from within FrameMaker.

Run scripts
FrameMaker includes a menu entry that makes it easy to run scripts.
To run a script:
1) Click File > Script > Run. The Choose Script... dialog is displayed.
2) In the Choose Script... dialog, select the script type ( *.jsx, *.js, *.jsxbin) to be displayed in
the file list.
3) Select the script that you want to run.
4) Click Open. FrameMaker runs the script.

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MANAGING SCRIPTS

Managing scripts
Understand how to manage scripts in Adobe FrameMaker.
In this topic
• FrameMaker includes a script catalog that allows you to easily manage your scripts.
• Manage favorite scripts
• Manage AutoRun scripts
• Manage registered (notification) scripts
• View and delete broken scripts
• Select, edit, and run a script from the catalog
FrameMaker includes a script catalog that allows you to easily manage your scripts.
Choose File > Script > Catalog to open the Script Library.

Figure 1: Script Library


The catalog lets you manage favorite scripts, AutoRun scripts, and registered (notification) scripts.
Select the Favorites option in the catalog to manage your favorite scripts.
You can perform the following operations from this screen:

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MANAGING SCRIPTS

• To add a script as a favorite, click Add. Select the script from the script browser and click Select. The
script is then added as a favorite.
• To remove a script from the Favorites list, select the script and then click Remove.
• Click Refresh to refresh the list of favorite scripts.
• To mark a script as an AutoRun script, select the script and click Move To AutoRun. FrameMaker
copies the script from its exiting location into the FrameMaker user startup folder
(%appdata%\Adobe\FrameMaker\xx\startup\).

Manage favorite scripts


Select the Favorites option in the catalog to manage your favorite scripts.
You can perform the following operations from this screen:
• To add a script as a favorite, click Add. Select the script from the script browser and click Select. The
script is then added as a favorite.
• To remove a script from the Favorites list, select the script and then click Remove.
• Click Refresh to refresh the list of favorite scripts.
• To mark a script as an AutoRun script, select the script and click Move To AutoRun. FrameMaker
copies the script from its exiting location into the FrameMaker user startup folder
(%appdata%\Adobe\FrameMaker\xx\startup\).

Manage AutoRun scripts


Select the AutoRun option in the catalog to manage your AutoRun scripts.
AutoRun scripts are run automatically each time FrameMaker is launched. Any script that is placed in the
following directories, becomes an AutoRun script.
• <Fm_install_location>\startup
• %appdata%\Adobe\FrameMaker\xx\startup
All scripts are run in alphabetical order.
You can perform the following operations:
• To add a script as an AutoRun script, click Add. Select the script from the script browser and click
Select. FrameMaker copies the script from its exiting location into the FrameMaker user startup
folder (%appdata%\Adobe\FrameMaker\xx\startup\) and adds the script to the AutoRun
list.
• To delete a script from the AutoRun list, select the script and click Delete.
• Click Refresh to refresh the list of favorite scripts.

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MANAGING SCRIPTS

Manage registered (notification) scripts


Select the Registered option in the catalog to manage your registered scripts. Registered scripts are also
called as notification scripts. These scripts are run when the events for which they are registered are trig-
gered.
Notification is the internal mechanism through which a script registered for a particular event is run
when the event is triggered.
Any script that is registered to run when an event is triggered is displayed in the notifications list in the
catalog.
To unregister a notification script, select the script and click Unregister. The script is then unregistered.
Once a script is unregistered, the script is not run, when the event for which it was previously registered
is triggered.
NOTE: To add a notification script, see the section on notifications in the appendix.

View and delete broken scripts


When a script that has already been added to the catalog is moved or deleted from its current location
in the file system, it is termed as a broken script.
To view such scripts, select the Show Broken Only option in the catalog. The catalog then displays all the
scripts that are broken.
You can then delete such scripts from the catalog. When you delete a script, it is only deleted from the
catalog and not from its location in the file system.

Select, edit, and run a script from the catalog


To run a script from within the catalog, select the script from the list and click Run.
To edit a script from within the catalog, select the script from the list and click Edit. The script is opened
in the ExtendScript Toolkit editor.
To run a new script (not added to the catalog yet), select the option marked New and click Run. Then,
select the script from the script browser and click Open.

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USING EXTENDSCRIPT TOOLKIT

Using ExtendScript Toolkit


Learn how to use ExtendScript ToolKit (ESTK) to develop and debug scripts in FrameMaker.
FrameMaker includes the ExtendScript ToolKit (ESTK). The ESTK is a development and debugging tool for
ExtendScript scripts.
The ESTK has many features that make it easier to use than a text editor, including a built-in syntax
checker that identifies where the problems are in your script and tries to explain how to fix them, and
the ability to run your scripts right from the ESTK without saving the file.
All ExtendScript scripts are JavaScripts. The ESTK also includes a JavaScript debugger that allows you to:
• Single-step through JavaScript scripts (JS or JSX files) inside an application.
• Inspect all data for a running script.
• Set and execute breakpoints.
NOTE: For more information on ESTK, see ExtendScript API Reference.

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APPENDIX

Appendix
Know FrameMaker's keyboard shortcuts, how to edit content in Adobe FrameMaker.

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KEYBOARD SHORTCUTS

Keyboard shortcuts

About keyboard shortcuts


You can perform many tasks by using keyboard shortcuts.
The plus sign (“+”) indicates that each key must be pressed simultaneously. For example, ctrl+z means to
press the “Control” key and the “z” key simultaneously.
If the shortcut keystroke does not contain the plus sign (+), press each key in the order the shortcut
states. For example, esc m+p means to press and release the “Escape” key, then the “m” key, and then
the “p” key.

Conventions and function keys


When you use keyboard shortcuts, Caps Lock must be off and, unless otherwise noted, a document
window must be active.
The following table lists the terms used for special keys:

Notation Press

arrow key Up, down, right or ← keys


esc The key labeled esc
ctrl The key labeled ctrl or Control
alt The key labeled alt
shift The key labeled shift
F2 The function key labeled F2
space The space bar
+ The key labeled with a plus sign (+)
- The key labeled with a hyphen (-)
. The key labeled with a period (.)
, The key labeled with a comma (,)
0 The key labeled with the numeral 0
1 The key labeled with the numeral 1
win The key with the Windows logo

Keyboard shortcut sequences


The following table explains the conventions for showing key sequences and key combinations. When an
uppercase letter appears in a shortcut, use the shift key when typing the letter.

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KEYBOARD SHORTCUTS

When one or more shortcuts accomplish the same action, the shortcuts are separated by commas; for
example: ctrl+n, shift+↓. You can use either ctrl+n or shift+↓ to accomplish the same action.

Keyboard shortcut sequence Action

esc shift+t r Press and release these keys in succession: the


esc key, the uppercase letter T, and the letter r.
ctrl+e Press ctrl and type the letter e
ctrl+shift+- Press shift and ctrl and type a -

Function keys
This table shows the result of pressing a function key or pressing a function key and either the ctrl, shift,
or alt key simultaneously.

Key Function ctrl shift alt

F1 Help Align top


F2 Plain text Align middle
F3 Underline Align bottom Overline
F4 Bold Cascade Exit
F5 Italic Tile
F6 Repeat Last Operation
F7 Open Command Search
F8 Choose character style Change dialog box settings to As Is
by typing
F9 Choose paragraph style Transpose Change dialog box settings to match
by typing characters current text
F10 Display context menu

Mouse
The following table lists the terms used for mouse actions.

Instruction Action

Click Click the mouse button.


Right-click Click the right mouse button.
Double-click Click the mouse button twice rapidly without
moving the mouse.

1080
KEYBOARD SHORTCUTS

Instruction Action

Triple-click Click the mouse button three times rapidly


without moving the mouse.
shift-click Hold down shift and click the mouse button.

Navigating through documents

To go to Keyboard shortcut

Last viewed and open document ctrl+Tab


Previous page esc p p
Pg Up
Next page esc p n
Pg Dn
First page esc p f
alt+Pg Up
shift and click the Previous Page button
Last page esc p l
alt+Pg Dn
shift and click the Next Page button
Go To Page dialog box esc v p, ctrl+g
Source of a cross-reference alt+ctrl and click an active area
A specific page Press ctrl+g or click the Page Status area and
then type the page number
Page containing the insertion point Press ctrl+g or click the Page Status area and
then click Page Containing the Insertion Point.
Start of a word ctrl+←
End of a word ctrl+→
Start of the next word esc b w
Start of a sentence ctrl+Home
End of a sentence ctrl+End
Start of a paragraph ctrl+↑
End of the current paragraph ctrl+↓
Start of the next paragraph esc b p

1081
KEYBOARD SHORTCUTS

To go to Keyboard shortcut

Top of a column ctrl+Pg Up


Bottom of a column ctrl+Pg Dn
Start of a flow alt+shift+Pg Up
End of a flow alt+shift+Pg Dn
Start of a line ctrl+Pg Up
End of a line ctrl+Pg Dn

Book commands

Task Keyboard shortcut

New Book esc f shift+n


Save Book esc f s
ctrl+s
Rename File esc f e
F2
Update Book esc e shift+u
esc f g
Display filenames (in book window) esc shift+v shift+m
Display paragraph headings (in book window) esc shift+v shift+x
Delete File from Book esc f x
Select All Files esc e a
Save all files in book esc f shift+s
Close all files in book esc f shift+c
Select All FrameMaker Files esc e shift+a shift+f
Select All Non-Generated FrameMaker Files esc e shift+a shift+n
Select All Generated FrameMaker Files esc e shift+a shift+g
Select a range of files shift+click
Select discontiguous files ctrl+click
Move up a file in book esc m u

1082
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Move a file down in book esc m d


Print Book esc f p
ctrl+p
Print Selected Files in Book esc f shift+f

Documents
Help

Task Keyboard shortcut

Display online Help esc f h


F1
Adobe Online esc w w w
Display Help on using the templates provided Press ctrl+n and click Explore Standard
with FrameMaker Templates.

Open

Open Keyboard shortcut

A document in a book file Double-click the filename in the book window


All files in an active book window esc f shift+o
Or choose File > Open All Files in Book from the
menu.
A MIF or an MML file as a text file Press ctrl and click Open in the Open dialog box

Save and Close

Task Keyboard shortcut

Display the Save Document dialog box esc f a


Save a document or book esc f s
ctrl+s
Save all open files esc f shift+s
Or choose File > Save All Open Files from the
menu.

1083
KEYBOARD SHORTCUTS

Task Keyboard shortcut


Save all open files in an active book window in a esc f shift+s
book Or choose File > Save All Files in Book from the
menu.
Close all open files esc f shift+c
Or choose File > Close All Open Files from the
menu.
Close all open files in an active book window in a esc f shift+c
book Or press and choose File > Close All Files in Book
from the menu.

Cancel and Undo

Task Keyboard shortcut

Cancel some FrameMaker commands esc


Undo some FrameMaker commands esc e u
ctrl+z

Navigation within a document

Display Keyboard shortcut

Previous page esc p p


Page Up
Next page esc p n
Page Down
First page esc p f
alt+Page Up
Or press and click the Previous Page button.
Last page esc p l, alt+Page Down
Or press and click the Next Page button.
Go to Page dialog box ctrl+g

Document redisplay

Task Keyboard shortcut

Redisplay a document esc w r


ctrl+l

1084
KEYBOARD SHORTCUTS

Zoom

Zoom Keyboard shortcut

In one zoom setting esc z i


Out one zoom setting esc z o
To fit page in window esc z p
To fit window to page esc z w
To fit window to text frame esc z f
To 100 percent esc z z

Hypertext documents

Task Keyboard shortcut

Go to previous location on the hypertext stack esc v shift+p


Go to next location on the hypertext stack esc v shift+n
Activate a hypertext command without locking a Press ctrl+alt and click an active area
document
Lock or unlock a document esc shift+f l k
Open Hypertext dialog box esc s h
Move focus to Hypertext dialog box esc shift+f i h
Close Hypertext dialog box esc shift+c h
Validate a hypertext command esc v h
Toggle FluidView locked format esc shift+v shift+f

Dialog boxes
Typing in dialog boxes
In some cases, you must type a character sequence beginning with a backslash (\) to enter a character in
a dialog box. The sequence appears in the dialog box, but the character appears correctly in the docu-
ment. The following table shows the sequences to type in a dialog box.
All key sequences described here begin with a backslash (\). To indicate a literal backslash in a dialog box,
enter two backslashes (\\). In a few cases, you can choose between two backslash sequences for a char-
acter. In these cases, the sequences are separated by a comma.

1085
KEYBOARD SHORTCUTS

Character name Graphic Backslash sequence

Bullet \b
Circumflex \@
Dagger † \d
Dagger (double) ‡ \shift+d
Dash (em) \m
Dash (en) \=
Ellipsis … \e
Florin ƒ \shift+f
Forced return \r
Fraction ∕ \/
Grave ` \{
Guilsingl left ‹ \(
Guilsingl right › \)
Hungarumlaut ˝ \&
Hyphen (discretionary) - \-
Hyphen (nonbreaking) - \+
OE ligature Œ \shift+o shift+e
oe ligature œ \oe
Per thousand ‰ \%
Quote (base single) ‘ \,
Quote (base double) „ \g
Quote (double left) “ \`
Quote (double right) ” \'
Quote (single) ’ \"
Space (em) \sm
\ shift+m
Space (en) \sn
\ shift+n

1086
KEYBOARD SHORTCUTS

Character name Graphic Backslash sequence

Space (nonbreaking) \space


Space (numeric) \s#, \#
Space (thin) \st, \i
Suppress hyphention \_ (underscore)
Tab \t
Trademark serif \ shift+t shift+m
Y dieresis \ shift+y :

Window manipulation
To use these shortcuts, click in any FrameMaker window.

Task Keyboard shortcut

Redisplay a document window esc w r


ctrl+l
Close the active window or modeless dialog box alt+F4
Close the document window esc f q
esc f c
ctrl+F4
ctrl+w
ctrl+shift+w
Minimize the document window esc w c

Display and activation


Use these shortcuts to display a window or dialog box and make it active. If it is already open but is
behind another window, these shortcuts bring it to the front.

To display this window and make it active Keyboard shortcut

Current document window esc shift+f i d


shift+F7
Find/Change esc shift+f i f
Hypertext esc shift+f i h
Marker esc shift+f i m
Spelling Checker esc shift+f i s

1087
KEYBOARD SHORTCUTS

To display this window and make it active Keyboard shortcut

Paragraph Designer esc shift+f i p


Character Designer esc shift+f i o
Conditional Text esc shift+f i o
Custom Ruling and Shading esc shift+f i r
Table Designer esc shift+f i t
Structure View esc shift+f i v
Element Validation esc shift+f i w

Navigation within dialog boxes


Use these shortcuts to move to settings within dialog boxes and panels. When you use a keyboard
shortcut in a window or dialog box, the shortcut’s effect depends on the active setting. The active setting
is highlighted, has a dotted rectangle around it, or both.

Task Keyboard shortcut

Move to the next setting tab


Move to the previous setting shift+tab

Command buttons

Task Keyboard shortcut

Click the default button return


Click the active button space
Cancel a dialog box (but not a window) esc

Radio buttons and checkboxes

Task Keyboard shortcut

Navigate through a group of radio buttons to turn arrow keys


on a radio button
Cycle through checkbox states (off, on, As Is) space

1088
KEYBOARD SHORTCUTS

Pop-up menus

Task Keyboard shortcut

Move to the previous menu item ↑


Move to the next menu item ↓
Search forward and select an item starting with a Unshifted key
typed letter

Scroll lists

Task Keyboard shortcut


Move to the previous item in a list ↑
Move to the next item in a list ↓
Search forward and select an item starting with a Unshifted key
typed letter
Move an item in a scroll list to the opposite scroll Double-click the item
list
Move all items in a scroll list to the opposite scroll Press and click arrow between scroll lists
list

Custom menus

Task Keyboard shortcut

Display a custom menu bar esc v m u

Document design
Master and reference pages

Task Keyboard shortcut

Rename a master or reference page (display the esc p shift+n


master or reference page before using this
shortcut)
Create a master page (display a body or master esc o m p
page before using this shortcut) esc p m

1089
KEYBOARD SHORTCUTS

Page layout

Task Keyboard shortcut

Update page layouts (display a body page before esc o u p


using this shortcut)

Import formats

Task Keyboard shortcut

Import the formats from another document esc f i o

Side-head area

Task Keyboard shortcut

Turn side-head area on or off esc j p shift+s

Text flows

Task Keyboard shortcut

Split a text frame below the insertion point esc shift+c shift+s
Disconnect the text frame with the insertion esc shift+c shift+p
point from the previous frame in a flow
Disconnect the text frame with the insertion esc shift+c shift+n
point from the next frame in a flow
Disconnect the text frame with the insertion esc shift+c shift+b
point from both the previous and next frames
Connect two selected text frames esc shift+c shift+c

Document utilities
Spelling Checker

Task Keyboard shortcut

Check selected text or a word containing the esc l s


insertion point Or press ctrl and click Start Checking in the
Spelling Checker dialog box

1090
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Check the entire document esc l e


Check the current page esc l p
Correct a word esc l c w
Add a word to your personal dictionary (learn) esc l a p
Add a word to the document dictionary esc l a d
Add a word to automatic corrections esc l a c
Delete a word from your personal dictionary esc l x p
(unlearn)
Delete a word from the document dictionary esc l x d
Clear automatic corrections esc l c a
Display the Spelling Checker Options dialog box esc l shift+o
Display the Dictionary Functions dialog box esc l c d
Create a file of unknown words esc l b
Mark all paragraphs for rechecking esc l r
Show a word’s -ation esc l -
Re-ate a document esc l shift+r
Replace a questioned word Double-click the word in the Correction scroll list
in the Spelling Checker dialog box

Thesaurus
To use this shortcut, the document window, not the Thesaurus, must be active.

Task Keyboard shortcut

Replace a selection with the Thesaurus selection esc shift+t r

Document comparison

Task Keyboard shortcut

Display the Compare Documents dialog box esc f t c

1091
KEYBOARD SHORTCUTS

Document reports

Task Keyboard shortcut

Display the Document Reports dialog box esc f t r

HTML and PDF export

Task Keyboard shortcut

Create and apply formats esc f t f


Open the HTML Setup dialog box esc f t h
Open the PDF Setup dialog box esc o d a

Reference Updating

Task Keyboard shortcut

Display the Suppress Automatic Reference esc e shift+s


Updating dialog box

Drawing

Tool Keyboard shortcut

Arc esc 1 a
Graphic Frame esc 1 m
Adobe FreeHand esc 1 f
Last tool selected esc 1 1
Line esc 1 l
Object Selection esc 1 o
Oval esc 1 e
Polygon esc 1 p g
Polyline esc 1 p l
Rectangle esc 1 r
Rounded Rectangle esc 1 shift+r

1092
KEYBOARD SHORTCUTS

Tool Keyboard shortcut

Smart Selection esc 1 s


Text Frame esc 1 t f
Text Line esc 1 t l
Vertical, horizontal, or diagonal line Press shift and draw a line
Square Press shift and draw a rectangle
Circle Press shift and draw an oval
Circular arc Press shift and draw an arc
Display the Tools palette esc 1 w
esc g shift+t
Keep a tool active after use Press shift and click a drawing tool
Return to the Object Selection tool after drawing Press shift and click the Object Selection tool

Pen patterns
“First,” “last,” “next,” and “previous” refer to positions in the Pen drop-down list.

To change pattern to Keyboard shortcut

First pen pattern (solid) esc 0 p


Last pen pattern (none) esc 9 p
Next pen pattern (if at the last pattern, this does esc + p
nothing)
Previous pen pattern (if at the first pattern, this esc - p
does nothing)

Fill patterns
“First,” “last,” “next,” and “previous” refer to positions in the Fill drop-down list.

To change pattern to Keyboard shortcut

First fill pattern (solid) esc 0 f


Last fill pattern (none) esc 9 f
Next fill pattern (if at the last pattern, this does esc + f
nothing)

1093
KEYBOARD SHORTCUTS

To change pattern to Keyboard shortcut

Previous fill pattern (if at the first pattern, this esc - f


does nothing)

Line widths
“Next” and “previous” refer to positions in the Line Widths drop-down list.

To change width to Keyboard shortcut

Thinnest line width esc 0 w


Thickest line width esc 9 w
Next line width esc + w
Previous line width esc - w

Line styles
To change an object’s line style, select the style from the Line Styles drop-down list.
To change the current dashed line style, choose a pattern in the Dashed Line Options dialog box. “First,”
“last,” “next,” and “previous” refer to positions in this dialog box.

Task Keyboard shortcut

Apply the solid line style to an object esc 1 d s


Apply the dashed line style to an object esc 1 d d
Display the Dashed Line Options dialog box esc 1 d i
Change to the first dashed line pattern esc 0 d
Change to the last dashed line pattern esc 9 d
Change to the next dashed line pattern (if at the esc + d
last pattern, this does nothing)
Change to the previous dashed line pattern (if at esc - d
the first pattern, this does nothing)

1094
KEYBOARD SHORTCUTS

Adding color
Color selection

Task Keyboard shortcut

Keep a color selected after use Press shift and choose a color from the Color
drop-down list
Assign a color to all objects in a document, Press alt+shift and choose a color from the Color
including text drop-down list in the Tools palette
Display the Color Definitions dialog box Press esc v c d

Color views

Task Keyboard shortcut

Display Define Color Views dialog box Press esc v c v


Choose view number (1, 2, 3, 4, 5, or 6) from the Press esc v and then the number
Define Color Views dialog box

Editing objects
Object selection
Use these shortcuts to select objects on the current page.

Task Keyboard shortcut

Select a text line or text frame Press ctrl and click the text line or text frame
Extend or shorten the selection Press and click an object
Force selection border to appear (when dragging Press ctrl+ and drag diagonally
from outside all objects is not possible)
Select the first object in the draw order esc o shift+f
Select the next object in the draw order esc o n
Extend the selection to the next object in the esc o e
draw order
Deselect a text frame or text line and put the Double-click in the text frame or text line
insertion point inside it instead

1095
KEYBOARD SHORTCUTS

Object manipulation

Task Keyboard shortcut

Move an object horizontally or vertically Press and drag the object


Maintain an object’s proportions while resizing Press and drag a corner handle
Pick up the properties of the currently selected esc g shift+o
object in the Tools palette Or press and choose Pick up Object Properties
from the Graphics menu
Display the reshape handle and control points for esc g r
the line, polyline, polygon, or freehand curve ctrl+r
currently selected ctrl+shift+r
Move the control point horizontally or vertically Press and drag the control point
Change the curve on only one side of a reshape Drag the control point with the right mouse
handle (crimp curve) button
Run text around the contour of a selected graphic esc g w
Run text around the bounding box of a selected esc g shift+w
graphic
Turn text runaround off for a selected graphic esc g q
Quick-copy a selected object Press alt and drag the object
Turn display of graphics off or on esc v v
Add a reshape handle and control points Press ctrl and click a line, polyline, polygon, or
freehand curve with reshape handles and control
points currently displayed
Delete a reshape handle Press ctrl and click the reshape handle
Drag and drop between open or applications Drag (ctrl-drag to copy)

Object movement
Use these shortcuts to move selected objects.

To move objects Keyboard shortcut

One point in specified direction (at 100 percent alt+arrow key


zoom setting)
Six points in specified direction (at 100 percent alt+shift+arrow key
zoom setting)

1096
KEYBOARD SHORTCUTS

Object alignment
If only one object is selected, the object is aligned to the page or to the anchored or graphic frame that
encloses the object.

To align object along Keyboard shortcut

Tops esc j t
ctrl+F1
Top/bottom centers esc j m
ctrl+F2
Bottoms esc j b
ctrl+F3
Left sides esc j l
Left/right centers esc j c
Right sides esc j r

Object rotation

Task Keyboard shortcut

Rotate 90 degrees clockwise esc g +


Rotate 90 degrees counterclockwise esc g -
Rotate precisely by using the Rotate Selected esc g t
Objects dialog box
Rotate again esc g x
Return object to its unrotated orientation (zero esc g 0
degrees)
Rerotate object from its unrotated orientation to esc g 1
its previous orientation
Set the current orientation of an object as the esc g 9
new unrotated orientation
Rotate an object arbitrarily Press alt and drag a corner or reshape handle
Constrain rotation to 45-degree increments Press alt and drag a corner or reshape handle
Rotate a page clockwise esc p shift+o
Rotate a page counterclockwise esc p o
Unrotate a page esc p shift+u

1097
KEYBOARD SHORTCUTS

Graphic frames

Task Keyboard shortcut

Shrink-wrap an anchored frame (shrink the frame esc m p


to an object and position the frame at the
insertion point)
Unwrap an anchored frame (enlarge the frame) esc m e
Rename a selected reference frame Click frame name in status bar

Editing text

Task Keyboard shortcut


Cut esc e x
shift+del
ctrl+x
Copy esc e c
ctrl+c
Paste esc e p
ctrl+y
ctrl+v
Undo/Redo esc e u
ctrl+shift+z
ctrl+z
Quick-copy text Click where you want to put the copied text and
then press alt and drag through the text
Transpose characters Click between characters and then press ctrl+F9
Make selected text lowercase alt+ctrl+l
Make selected text uppercase alt+ctrl+u
Make selected text initial caps alt+ctrl+c
Select a word Double-click it
Select a word, then next words Double-click it and drag, double-click it and
shift-click
Select current sentence, then next Press esc h s
Press ctrl+shift+end

1098
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Select current sentence, then previous Press esc shift+h shift+s


Press ctrl+ shift+home
Select a paragraph Triple-click it
Select a paragraph, then next paragraphs Triple-click it and drag, triple-click it and
shift-click
Delete previous character backspace
Delete backward to start of the previous word esc k b
Delete backward to end of the previous sentence esc k a
Delete next character del
Delete forward to end of a word esc k f
ctrl+del
Delete forward to end of a line ctrl+shift+del
Delete forward to start of the next sentence esc k s

Entering special characters

Character Keyboard shortcut

(bullet) ctrl+q %
† (dagger) ctrl+q space
‡ (double dagger) ctrl+q `
™ (trademark) ctrl+q *
© (copyright) ctrl+q )
®
(registered trademark) ctrl+q (

¶ (paragraph symbol) ctrl+q &


§ (section symbol) ctrl+q $
… (ellipsis) ctrl+q shift+i
(em dash) ctrl+q shift+q
(en dash) ctrl+q shift+p
‘ ctrl+'

1099
KEYBOARD SHORTCUTS

Character Keyboard shortcut

" esc "


(with Smart Quotes off) ctrl+q shift+t
(with Smart Quotes off) ctrl+q shift+u
(with Smart Quotes off) ctrl+q shift+r
alt+ctrl+´
(with Smart Quotes off) ctrl+q shift+s
alt+ctrl+'
Em space esc space m
ctrl+shift+space

Insert Keyboard shortcut

En space esc space n


alt+ctrl+space
Nonbreaking space esc space h
ctrl+space
Numeric space esc space 1
Thin space esc space t
Nonbreaking Hyphen esc - h
Suppress Hyphenation symbol esc n s
Discretionary Hyphen esc - shift+d
ctrl+-
Forced return shift+return

Accent Press esc, then type this Followed by one of these Example

´ (acute) ' (apostrophe) a, A, e, E, i, I, o, O, u, U É, é


` (grave) ` (left quote) a, A, e, E, i, I, o, O, u, U È, è
˜ (tilde) ~ (tilde) a, A, n, N, o, O Ñ, ñ
¨ (dieresis) % (percent) a, A, e, E, i, I, o, O, u, U, y, Y Ü, ü
ˆ (circumflex) ^ (caret) a, A, e, E, i, I, o, O, u, U Ê, ê
° (ring) * (asterisk) a, A Å, å

1100
KEYBOARD SHORTCUTS

Accent Press esc, then type this Followed by one of these Example

¸ (cedilla) , (comma) c, C Ç, ç

Equations
Equations drop-down list

Command Keyboard Shortcut

New Small Equation esc m s


New Medium Equation esc m m
New Large Equation esc m l
Shrink-Wrap Equation esc m p
Unwrap Equation esc m e
Equation Sizes esc p e
Equation Fonts esc m f
Insert Math Element esc m i
Add Definition to Catalog esc m c
Update Definition esc m shift+u

Symbols page

Greek letters
Press Return to end the backslash sequence shown in the third column.

Element Keyboard shortcut Backslash sequence

ctrl+alt+a \alpha

ctrl+alt+b \beta

ctrl+alt+shift+g \Gamma

ctrl+alt+g \gamma

ctrl+alt+shift+d \Delta
ctrl+alt+d \delta

ctrl+alt+e \epsilon

1101
KEYBOARD SHORTCUTS

Element Keyboard shortcut Backslash sequence

ctrl+alt+z \zeta

ctrl+alt+h \eta

ctrl+alt+shift+q \Theta

ctrl+alt+q \theta

ctrl+alt+shift+j \vartheta

ctrl+alt+i \iota
ctrl+alt+k \kappa
ctrl+alt+shift+l \Lambda
ctrl+alt+l \lambda

ctrl+alt+m \mu

ctrl+alt+n \nu
ctrl+alt+shift+x \Xi
ctrl+alt+x \\x

ctrl+alt+shift+p \Pi

ctrl+alt+p \pi
ctrl+alt+r \rho

ctrl+alt+shift+s \Sigma

ctrl+alt+s \sigma
ctrl+alt+shift+e \varsigma

ctrl+alt+t \tau
ctrl+alt+shift+u \Upsilon

ctrl+alt+u \upsilon
ctrl+alt+shift+f \Phi

ctrl+alt+f \phi

ctrl+alt+j \varphi

ctrl+alt+x \chi

1102
KEYBOARD SHORTCUTS

Element Keyboard shortcut Backslash sequence

ctrl+alt+shift+y \Psi

ctrl+alt+y \psi

ctrl+alt+shift+o \Omega
ctrl+alt+o \omega
ctrl+alt+shift+i \varpi
ctrl+alt+7 \cpartial

Other special symbols


Press Return to end the backslash sequence shown in the third column.

Element Keyboard shortcut Backslash sequence

ctrl+alt+1 \infty
ctrl+alt+2 \bot
... ctrl+g . \ldots
ctrl+alt+3 \aleph
ctrl+alt+4 \Im
ctrl+m $ \Re
ctrl+alt+5 \wp
ctrl+alt+0 \emptyset
ctrl+alt+6 \nabla
° ctrl+m ) \degree
‘ ctrl+alt+` \prime
“ ctrl+m " \pprime

Strings

Command Keyboard shortcut

Start String 'or "


End String return

1103
KEYBOARD SHORTCUTS

Diacritical marks

Element Keyboard shortcut

`
~

ctrl+g -
ctrl+alt+shift+v

ctrl+g ^

.
ctrl+g ~

ctrl+g _
ctrl+g →

ctrl+g @

Operators page
Press Return to end the backslash sequence shown in the third column.

Element or command Keyboard shortcut Backslash sequence

+ + \plus
_ - (after an operand)
?x? ctrl+m * \cross
ctrl+m . \cdot

ctrl+8 \bullet

Toggle Format ctrl+shift+t


esc m T
ctrl+alt+/ \fract

ctrl+m / \div

/ \over

?=? = \equal
ctrl+g = \uequal

1104
KEYBOARD SHORTCUTS

Element or command Keyboard shortcut Backslash sequence


ctrl+j \jotdot
?,? , \comma
<Use the Backslash sequence> \otimes

<Use the Backslash sequence> \oplus

<Use the Backslash sequence> \wedge

<Use the Backslash sequence> \vee

ctrl+m i \cap

ctrl+m u \cup

ctrl+m , \ucomma

; \semicolon

ctrl+m n \neg

- ctrl+- \minus
ctrl+m 1 \mp
ctrl+q 1 \pm
<Use the Backslash sequence> \grad

ctrl+q shift+q (and add operand)

ctrl+m ctrl+d \change

ctrl+m x \box

ctrl+m o \boxdot

ctrl+m 2 \box2

ctrl+m m \forall

ctrl+m e \exist

ctrl+m t \therefore

ctrl+a \atop
esc m v l (lowercase L)
ctrl+m ; \list
esc m h l

1105
KEYBOARD SHORTCUTS

Element or command Keyboard shortcut Backslash sequence

* \times

ctrl+g | (bar) \abs

esc m ^

esc m ctrl+shift -

ctrl+m ctrl+^

ctrl+m ctrl+ shift -

ctrl+r \sqrt

ctrl+r (and add operand)

ctrl+shift+e \sn

^ \power

ctrl+m d \dagger

! \fact

ctrl+m s \ast

ctrl+q shift+p \angle

Large page
Press Return to end the backslash sequence shown in the third column.
Use these shortcuts to type each element on the Large page with only one operand. Then use Add
Operand and Toggle Format as needed.

Element or command Keyboard shortcut Backslash sequence

ctrl+shift+s \sum

ctrl+shift+p \prod

ctrl+i \int

NA \oint

ctrl+m shift+i \bigcap

1106
KEYBOARD SHORTCUTS

Element or command Keyboard shortcut Backslash sequence

ctrl+m shift+u \bigcup

Add Operand ctrl+shift+n


esc m n
Toggle Format ctrl+shift+t
esc m shift+t

Delimiters page
Press Return to end the backslash sequence shown in the third column.

Element or command Shortcut Backslash sequence


(?) ( \id
[?] [ (left bracket)
?} { (left brace)
?| | (bar) \substitution
<?> ctrl+m < \dangle
|?| ctrl+g | (bar) \abs
(? ctrl+m ( \lparen
[? ctrl+m [ (left bracket)
{? ctrl+m { (left brace)
?| | (bar) (and add operand)
|? > ctrl+m k \ket
||?|| ctrl+m | (bar) \norm
?) ) \rparen
?] ] (right bracket)
?} } (right brace)
?| | (bar) (and add two operands)
<?| ctrl+m b \bra
ctrl+q i \ceil

( ?, ? ) ctrl+m shift+n \inprod


[ ?, ? ] ctrl+m shift+c \cmut

1107
KEYBOARD SHORTCUTS

Element or command Shortcut Backslash sequence


{ ?, ? } ctrl+m shift+a \acmut
_ (underline) \overline

< ? | ?> ctrl+m shift+c \bket


ctrl+q k \floor

ctrl+m h \choice

ctrl+m shift+d \downbrace

ctrl+m shift+p \upbrace

Toggle Format ctrl+shift+t


esc m T
Remove Parentheses esc m r p

Relations page
Press Return to end the backslash sequence shown in the third column.

Element Shortcut Backslash sequence

?<? < \lessthan


?>? > \greaterthan
?=? = \equal
?~? ctrl+m ~ \sim
ctrl+q shift+l \subset

ctrl+q shift+i \supset

ctrl+q , \leftarrow

ctrl+q . \rightarrow

ctrl+q + \lrarrow
ctrl+m r \perp

ctrl+g < \leq

ctrl+g > \geq

ctrl+q : \equiv

1108
KEYBOARD SHORTCUTS

Element Shortcut Backslash sequence

ctrl+q ; \approx

ctrl+q shift+j \subseteq

ctrl+q shift+m \supseteq

ctrl+q \ \Leftarrow

ctrl+q ^ \Rightarrow

ctrl+q [ \LRarrow

ctrl+m p \parallel

ctrl+q l \ll

ctrl+q g \gg

ctrl+q = \notequal

@ \cong

ctrl+q shift+n \in

ctrl+' \ni

ctrl+q shift+o
=? ctrl+g = \uequal
ctrl+q shift+k \notsubset

ctrl+q 5 \propto

Calculus page
Press Return to end the backslash sequence shown in the third column.
Use these shortcuts to type each element on the Large page with only one operand. Then use Add
Operand and Toggle Format as needed.

Element or command Shortcut Backslash sequence

ctrl+i \int

ctrl+shift+i \oint

Add Operand ctrl+shift+n


esc m n

1109
KEYBOARD SHORTCUTS

Element or command Shortcut Backslash sequence

Toggle Format ctrl+shift+t


esc m T
ctrl+g t \optotal

ctrl+g shift+t

ctrl+g p \oppartial

ctrl+g shift+p

ctrl+g t (and add operand)

ctrl+g shift+t (and add operand)

ctrl+g p (and add operand)

ctrl+g shift+p (and add operand)

ctrl+alt+d \var

ctrl+q shift+q \grad

ctrl+d \diff

ctrl+m c \curl

ctrl+shift+d \partial

ctrl+m v \diver

ctrl+shift+l \lim

ctrl+m l \lap

Matrices page
To insert a matrix of any size, first insert a 1 by 1 matrix. Then add rows and columns one at a time.

1110
KEYBOARD SHORTCUTS

Command Shortcut

Add/Remove Brackets ctrl+shift+t

Matrix commands drop-down list

Command Shortcut

Create 1 x 1 Matrix esc x m


Add Row esc x r
Add Column esc x c
ctrl+shift+c
Matrix Transpose esc x t
Matrix Algebra esc x a

Matrix row height drop-down list

Command Shortcut

Toggle fixed/proportional esc m t r

Matrix column width drop-down list

Command Shortcut

Toggle fixed/proportional esc m t c

Functions page
To insert each function (except the general function and limit) from the keyboard, type its name as
shown.

Element Shortcut Backslash sequence

?(?) ctrl+f \function


ctrl+shift+l \lim

1111
KEYBOARD SHORTCUTS

Addition drop-down list

Command Shortcut

Add Fractions esc m a a


Order Sum esc m a o
Order Sum Reverse esc m a shift+o

Multiplication drop-down list

Command Keyboard shortcut

Factor esc m u f
Factor Some esc m u shift+f
Multiply Out esc m u m
Multiply Out Once esc m u shift+m
Distribute esc m u d
Distribute Over Equality esc m u shift+d

Division drop-down list

Command Keyboard shortcut

Long Division esc m d l


Remove Division esc m d d
Remove Division 1 Level esc m d shift+d
Remove Negative Powers esc m d n
Remove Negative Powers 1 Level esc m d shift+n

Evaluation drop-down list

Command Keyboard shortcut

Number Crunch esc m v n


Show All Digits esc m c .
Evaluate esc m v e
Evaluate Substitution esc m v s

1112
KEYBOARD SHORTCUTS

Command Keyboard shortcut

Evaluate Integrals esc m v i


Evaluate Derivatives esc m v d
Evaluate Derivatives 1 Level esc m v shift+d

Rules drop-down list

Command Keyboard shortcut

Enter Rule esc m r e


Apply Rule esc m r a
Designate Dummy esc m r d

Other rewrites drop-down list

Command Keyboard shortcut

Simplify esc m o s
Simplify Some esc m o shift+s
Isolate Term esc m o i
Expand First Term esc m o e
Expand All Terms esc m o shift+e

Positioning pages

Micropositioning
The number of points shown in the following table is based on a zoom setting of 100 percent.

Task Keyboard shortcut

Move up 1 point alt+↑


Move down 1 point alt+↓
Move left 1 point alt+←
Move right 1 point alt+→
Move up 6 points alt+shift+↑

1113
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Move down 6 points alt+shift+↓


Move left 6 points alt+shift+←
Move right 6 points alt+shift+→
Remove micropositioning alt+home

Left/right (alignment) drop-down list

Command Keyboard shortcut

Left esc m a l
Center esc m a c
Right esc m a r
Left of = esc m a +
Right of = esc m a =
Set Manual esc m a s
Clear Manual esc m a d
Reset Alignment esc m a shift+r

Up/down (alignment) drop-down list

Command Keyboard shortcut

Top esc m a t
Baseline esc m a shift+b
Bottom esc m a b

Line breaking drop-down list

Command Keyboard Shortcut

Set Manual esc m b s


Clear Manual esc m b c

1114
KEYBOARD SHORTCUTS

Navigating in an equation

Moving the insertion point

Move Keyboard shortcut

Left ←
Right →
From beside a fraction to the numerator ↓

Changing the selection

Task Keyboard shortcut

Select next prompt tab


Increase scope of selection space
Select next element to the left ←
Select next element to the right →

Moving math elements while retaining algebraic equivalency

Move Keyboard shortcut

Left shift+←
Right shift+→
Up shift+↑
Down shift+↓
To far left ctrl+alt+←
To far right ctrl+alt+→
Left into expression ctrl+shift+←
Right into expression ctrl+shift+→

Moving math elements without retaining algebraic equivalency

Swap Keyboard shortcut

With element on left ctrl+m ctrl+←

1115
KEYBOARD SHORTCUTS

Swap Keyboard shortcut

With element on right ctrl+m ctrl+→

Filter By Attribute

Task Keyboard shortcut

Open the Manage Attribute Expressions dialog esc a c


box

Find and change

Task Keyboard shortcut

Search forward esc f i n


esc e shift+f
ctrl+shift+f
alt+ctrl+s
Search backward esc f i p
alt+ctrl+f
alt+ctrl+r
Change current selection esc r o
Change all occurrences of Find text in document esc r g
Change and search again esc r a
Change settings to As Is in Find Character Format shift+F8
and Change To Character Format dialogs
Change settings to match selected text in the shift+F9
Find Character Format and Change To Character
Format dialogs
Display Set Find/Change Parameters dialog box esc f i s
Find Text string
Tab symbol \t
Forced return \r
End-of-paragraph symbol \p

1116
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Start of paragraph \P
Nonbreaking space \ (space)
Thin space \i, \st

Find Text string


En space \N, \sn
Em space \M, \sm
Numeric space \#, \s#
End-of-flow symbol \f
` (grave) \{
\ (backslash) \\
Discretionary hyphen \-
Nonbreaking hyphen \+
Suppress hyphenation symbol \_
Start of word \<
End of word \>

With Use Wildcards turned on …


Any number of characters *
Spaces or punctuation | (bar)
Any one character ?
The beginning of a line ^
The end of a line $
Any one of the bracketed characters ab [ab]
Any character except ab [^ab]
Any character from a to f [a-f]

1117
KEYBOARD SHORTCUTS

Function keys

Key Function Control Shift Alt

F1 Help Align top


F2 Plain text Align middle
F3 Underline Align bottom Overline
F4 Bold Cascade Exit
F5 Italic Tile
F6
F7 Point on document window
F8 Choose character style Change dialog box settings to As Is
by typing
F9 Choose paragraph style Transpose Change dialog box settings to match
by typing characters current text
F10 Display context menu

Hierarchical element insert

Key/Key action Type of navigation/action

Place cursor in an element and hit Display the quick catalog


Enter
→ Display the elements available within the selected element
← Hide one level hierarchy of elements
tab scroll down
shift+tab scroll up
Alphabets/combination of alphabets Type an alphabet or combination of alphabets to select an
element. For example, press B to select Body and Type T, O to
go to Topic.

1118
KEYBOARD SHORTCUTS

Markers and variables


Marker insertion

Task Keyboard shortcut

Insert a marker esc m k


Insert a hypertext marker esc m h
Open the Edit Marker Types dialog box esc e m t

Variable insertion

Task Keyboard shortcut

Insert a variable by typing the first characters of esc q v


its name and pressing Return ctrl+0

Menu commands
Context menus

Task Action

Display a drop-down list of commands that apply Right-click on an object, in a document margin, or
to the current selection or context in a book window

File menu (document window)

Task Keyboard shortcut

New>Document esc f n
ctrl+n
New>Book esc f shift+n
Open esc f o
ctrl+o
Close esc f c
esc f q
ctrl+w
ctrl+F4
ctrl+shift+w

1119
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Close All esc f shift+c


esc f shift+q
Save esc f s
ctrl+s
Save All esc f shift+s
Save As esc f a
Save As PDF esc f w p
Save As XML esc f w x
Revert to Saved esc f r
Import>File esc f i f
Import>Formats esc f i o
Import>Object esc f i b
Import>Element Definitions esc f i e
Print esc f p
ctrl+p
Print Setup ctrl+ shift+p
Send esc f m
Send All Open Files esc f shift+m
Utilities>Compare Documents esc f t c
Utilities>Document Reports esc f t r
Utilities>HTML Setup esc f t h
Utilities>Create and Apply Formats esc f t f
Utilities>Hex Input win h
Utilities>Character Palette win i
Preferences esc f shift+p
Exit alt+F4

1120
KEYBOARD SHORTCUTS

File menu (book window)

Task Keyboard shortcut

New Document esc f n


ctrl+n
New Book esc f shift+n
Open esc f o
ctrl+o
Open All Files in Book esc f shift+o
Close Book esc f c
ctrl+w
Close All Files in Book esc f shift+s
Save Book esc f s
ctrl+s
Save All Files in Book esc f shift+s
Save Book As esc f a
Revert to Saved Book esc f r
Import>Formats esc f i o
Import>Element Definitions esc f i e
Print Selected Files esc f shift+f
Print Book esc f p
ctrl+p
Print Setup ctrl+ shift+p
Utilities>Compare Books esc f b
Preferences esc f shift+p
Exit alt+F4

Edit menu (document window)

Task Keyboard shortcut

Undo/Redo esc e u
ctrl+z
ctrl+shift+z

1121
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Cut esc e x
ctrl+x
shift+del
Copy esc e c
ctrl+c
ctrl+ins
Paste esc e p
ctrl+v
shift+ins
Paste Special ctrl+ shift+v
Clear esc e b
Copy Special>Attribute Values esc e y a
Copy Special>Paragraph Format esc e y p
Copy Special > Character Format esc e y c
Copy Special>Conditional Text Settings esc e y d
Copy Special>Table Column Width esc e y w
Select All in Flow esc e a
ctrl+a
Find/Change esc e f
ctrl+f
Find Next esc f i n
esc e shift+f
ctrl+shift+f
Spelling Checker esc e s
Thesaurus esc e t
Text Inset Properties esc e i
Update References esc e shift+u
History ctrl+K
esc e h
Auto Spell Check On/Off esc a u s
Repeat F6
Links esc e k

1122
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Object (No shortcut available)

Edit menu (book window)

Task Keyboard shortcut

Undo/Redo esc e u
ctrl+z
ctrl+shift+z
History esc e h
Cut esc e x
ctrl+x
shift+del
Copy esc e c
ctrl+c
Paste esc e p
ctrl+v
Clear esc e b
Copy Special>Attribute Values esc e y a
Select>All esc e a
Select>Generated Files esc e shift+a shift+g
Select>Nongenerated Files esc e shift+a shift+n
Select>FrameMaker Files esc e shift+a shift+f
Select>Excluded Components esc e shift+a shift+e
Select>Non-Excluded Components esc e shift+n shift+e
Select>Chapter Components esc c l
Select>Section Components esc s l
Select>Sub-Section Components esc s s l
Find/Change esc e f
ctrl+f
Find Next esc f i n
esc e shift+f
ctrl+shift+f

1123
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Spelling Checker esc e s


Set Up Generated File esc f d
Rename esc f e
F2
Delete esc f x
Suppress Automatic Reference Updating esc e shift+s
Update Book esc e shift+u
esc f g

Add menu (book window)

Menu command Keyboard shortcut

Files esc f f
Table of Contents esc t o c
List of>Figures esc l o f
List of>Tables esc l o t
List of>Elements & Paragraphs esc l o p
List of>Elements & Paragraphs (Alphabetical) esc l o shift+p
List of>Markers esc l o m
List of>Markers (Alphabetical) esc l o shift+m
List of>References esc l o r
Standard Index of Authors esc i x
Index of>Authors esc i o a
Index of>Subjects esc i o s
Index of>Markers esc i o m
Index of>References esc i o r

Element menu

Task Keyboard shortcut

Insert Element ctrl+1

1124
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Wrap Element ctrl+2


Change Element ctrl+3
Unwrap esc+E+u
Edit Attributes esc+E+A
Namespaces esc+E+N
Merge esc+E+m
Merge Into Last esc+E+M
Split esc+E+s
Promote Element esc+E+P
Demote Element esc+E+D
Toggle Element Collapse esc+E+x
Toggle Element Collapse All Siblings esc+E+X
Transpose With Previous esc+E+T
Transpose With Next esc+E+t
Repeat Last Element Command esc+e+e
Move To Next Element esc+s+D
Move To Previous Element esc+s+U
Move Into Next Child esc+s+N
Move To Start of Element esc+s+S
Move To End of Element esc+s+E
Move To Before Element esc+s+B
Launch Config File Maker esc+C+F+M
Attribute Display Options esc+v+A
Set Available Elements esc+E+O+C
New Element Options esc+E+O+I

1125
KEYBOARD SHORTCUTS

Format menu

Menu command Keyboard shortcut

Font (No shortcut available)


Size (No shortcut available)
Style>Plain esc c p
F2
Style>Bold esc c b
F4
ctrl+b
ctrl+shift+b
Style>Italic esc c i
F5
ctrl+i
Style>Underline esc c u
ctrl+u
ctrl+shift+u
Style>Double Underline esc c d
Style>Overline esc c o
Style>Strikethrough esc c s
ctrl+/
Style>Change Bar esc c h
ctrl+shift+h
Style>Superscript esc c +
Style>Subscript esc c -
Style>Small Caps esc c m
ctrl+e
Characters>Designer esc o c d
ctrl+d
Characters>Catalog esc o c c
Characters>Default Paragraph Font esc o c p
Paragraphs>Designer esc o p d
ctrl+m
ctrl+shift+m
Paragraphs>Catalog esc o p c

1126
KEYBOARD SHORTCUTS

Menu command Keyboard shortcut

Page Layout>Column Layout esc o c l


Page Layout>Line Layout esc o l l
Page Layout> Page Size esc o p s
Page Layout>Pagination esc o p i
Page Layout>Master Page Usage esc o m u
Page Layout>New Master Page esc o m p
Page Layout>Update Column Layout esc o u p
Customize Layout>Customize Text Frame esc o c f
Customize Layout>Connect Text Frames esc shift+c shift+c
Customize Layout>Disconnect Previous esc shift+c shift+p
Customize Layout>Disconnect Next esc shift+c shift+n
Customize Layout> Disconnect Both esc shift+c shift+b
Customize Layout> Split Text Frame esc shift+c shift+s
Customize Layout>Rotate Page Clockwise esc p shift+o
Customize Layout>Rotate Page Counterclockwise esc p o
Customize Layout>Unrotate Page esc p shift+o u
Customize Layout>Combined Fonts esc o c o
Document>Numbering esc o d n
esc e n
Document>Change Bars esc o b
Document>Footnote Properties esc o f
Document>Text Options esc o t o
Document>PDF Setup esc o d a
Document>Rubi Properties esc o r
Headers & Footers>Insert Page # esc o h p
Headers & Footers>Insert Page Count esc o h c
Headers & Footers>Insert Current Date esc o h d
Headers & Footers>Insert Other esc o h o

1127
KEYBOARD SHORTCUTS

View menu (document window)

Menu command Keyboard shortcut

QuickAccess Bar esc v q


Paragraph Formatting Bar esc V p a
Text Formatting Bar esc V t e
Table Formatting Bar esc V t a
Object Alignment esc V o a
Object Properties Bar esc V o p
Track Text Edit Bar esc shift+v e
Borders esc v b
Text Symbols esc v t
Rulers esc v r
Grid Lines esc v g
Element Boundaries esc v shift+e
Element Boundaries (as Tags) esc v shift+t
Options esc v o
Attribute Display Options esc v shift+a
Go to Page esc v p
ctrl+g
ctrl+shift+g
Body Pages esc v shift+b
Master Pages esc v shift+m
Reference Pages esc v shift+r
Color>Views esc v c v
Color>Definitions esc v c d
Menus>Quick esc v m q
Menus>Complete esc v m c
Menus>Modify esc v m m

1128
KEYBOARD SHORTCUTS

View menu (book window)

Menu command Keyboard shortcut

QuickAccess Bar esc v q


Text Formatting esc V t e
Table Formatting esc V t a
Paragraph Formatting esc V p a
Object Alignment esc V o a
Object Properties esc V o p
Track Text Edit esc shift+v e
Borders esc shift+v b s
Hide Borders esc shift+v b h
Show Text Symbols esc shift+v t s
Hide Text Symbols esc shift+v t h
Show Rulers esc shift+v r s
Hide Rulers esc shift+v r h
Show Grid Lines esc shift+v g s
Hide Grid Lines esc shift+v g h
Show Graphics esc shift+v v s
Hide Graphics esc shift+v v h
Filter By Attribute esc a c
Show Element Boundaries esc shift+v shift+e s
Hide Element Boundaries esc shift+v shift+e h
Show Element Boundaries (as Tags) esc shift+v shift+t s
Options esc v o
Attribute Display Options esc v shift+a
Zoom>Larger esc z i
Zoom>Smaller esc z o
Zoom>Default esc z z
Color>Views esc v c v

1129
KEYBOARD SHORTCUTS

Menu command Keyboard shortcut

Color>Definitions esc v c d
Menus>Quick esc v m q
Menus>Complete esc v m c
Menus>Modify esc v m m

Special menu

Menu command Keyboard shortcut

Page Break esc s p b


Anchored Frame esc s a
Footnote esc s f
Cross-Reference esc s c
Variable esc s v
Hypertext esc s h
Marker esc s m
Equations esc s e
Filter By Attribute esc a c
Conditional Text esc s shift+c
Manage Conditional Text esc m shift+c
Apply Conditional Text esc s shift+c
Show/Hide Conditional Text esc v shift+c
Show Condition Indicator esc shift+v shift+o s
Hide Condition Indicator esc shift+v shift+o h
Toggle Conditional Indicators On/Off esc v shift+o
Show One Conditional Text Tag esc q shift+s
Select Same Condition Tags esc h shift+c
View the condition applied to the text where the esc q shift+c
cursor is placed
Focus in Conditional Text esc shift+f i o

1130
KEYBOARD SHORTCUTS

Menu command Keyboard shortcut

Close Conditional Text dialog box esc shift+c o


Turn on or off the Track Text Edit feature esc s t o
Show Next esc s t n
Show Previous esc s t p
Accept Edit esc s t a
Reject Edit esc s t r
Accept All esc s t shift+a
Reject All esc s t shift+r
Preview Final esc s t shift+f
Preview Original esc s t shift+o
Preview Off esc s p o
Rubi esc s r
Table of Contents esc t o c
List of>Figures esc l o f
List of>Tables esc l o t
List of>Elements & Paragraphs esc l o p
List of>Elements & Paragraphs (Alphabetical) esc l o shift+p
List of>Markers (Alphabetical) esc l o m
List of>Markers esc l o shift+m
List of>References esc l o r
Standard Index esc i x
Index of>Authors esc i o a
Index of>Subjects esc i o s
Index of>Markers esc i o m
Index of>References esc i o r
Add Disconnected Pages esc s p a
Delete Pages esc s p d
Remove Structure from Flow esc s s f

1131
KEYBOARD SHORTCUTS

Graphics menu

Menu command Keyboard shortcut

Tools esc g shift+t


esc 1 w
Group esc g g
Ungroup esc g u
Bring to Front esc g f
Send to Back esc g b
Align esc g a
Distribute esc g d
Reshape esc g r
Smooth esc g s
Unsmooth esc g m
Flip Up/Down esc g v
Flip Left/Right esc g h
Rotate esc g t
Scale esc g z
Set # Sides esc g n
Join esc g j
Object Properties esc g o
Pick up Properties esc g shift+o
Runaround Properties esc g shift+r
Gravity esc g y
Snap esc g p
3D Menu Background Color option alt+g+e+b
3D Menu Lighting option alt+g+e+l
Lights From File alt+g+e+l+l+l
No Lights alt+g+e+l+n
White Lights alt+g+e+l+w

1132
KEYBOARD SHORTCUTS

Menu command Keyboard shortcut

Day Lights alt+g+e+l+d


Bright Lights alt+g+e+l+b
Primary Color Lights alt+g+3+l+p
Night Lights alt+g+3+l+i
Blue Lights alt+g+3+l+u
Red Lights alt+g+3+l+r
Cube Lights alt+g+3+l+c
CAD Optimized Lights alt+g+3+l+o
Headlamp alt+g+3+l+h
Show Existing Views alt+g+3+s
Render Mode option alt+g+3+r
Bounding Box alt+g+3+r+b
Transparent Bounding Box alt+g+3+r+t
Transparent Bounding Box Outline alt+g+3+r+o
Vertices alt+g+3+r+v
Shaded Vertices alt+g+3+r+s
Wireframe alt+g+3+r+w
Shaded Wireframe alt+g+3+r+h
Solid alt+g+3+r+l
Transparent alt+g+3+r+r
Solid Wireframe alt+g+3+r+i
Transparent Wireframe alt+g+3+r+a
Illustration alt+g+3+r+d
Solid Outline alt+g+3+r+d
Shaded Illustration alt+g+3+r+e
Hidden Wireframe alt+g+3+r+n

1133
KEYBOARD SHORTCUTS

Table menu

Task Keyboard shortcut

Insert Table esc t i


Table Designer esc t d
ctrl+t
ctrl+shift+t
Row Format esc t r
Custom Ruling & Shading esc t x
Add Rows or Columns esc t a
Resize Columns esc t z
Straddle/Unstraddle esc t l
Convert to Table/Convert to Paragraphs esc t v
Sort esc t s

Structure menu

Menu command Keyboard shortcut

Structure>Set Structured Application esc f+shift+a


alt+r+u
Structure>Utilities alt+r+l
Structure>Utilities>Convert Structured esc f+t+s
Documents alt+r+l+c
Structure>Utilities>Convert Documents to esc f+t+d
Structured Format alt+r+l+d
Structure>Utilities>Structure Current Document esc f+t+shift+x
alt+r+l+s
Structure>Utilities>Structure Documents esc f+t+shift+d
alt+r+l+t
Structure>New EDD esc f shift+d shift+n
Structure>Export Element Catalog as EDD esc f shift+d shift+x
Structure>Import CSS Styles esc f shift+d shift+j
Structure>Show Element context esc f shift+d shift+e

1134
KEYBOARD SHORTCUTS

Menu command Keyboard shortcut

Structure>Open DTD esc f shift+d shift+o


Structure>Import DTD esc f shift+d shift+m
Structure>Save as DTD esc f shift+d shift+s
Structure>Open Schema esc f shift+d shift+y
Structure>Import Schema esc f shift+d shift+z
Structure>Edit Application Definitions esc f shift+d shift+a
Structure>Read Application Definitions esc f shift+d shift+r
Structure>New read/write Rules esc f shift+d shift+w
Structure>Check read/write Rules esc f shift+d shift+c
Structure>Parse Structured Document esc f shift+d shift+p
Structure>Generate Conversion Table esc f shift+d shift+g
Structure>Generate CSS2 esc f shift+d shift+h

DITA menu

Menu command Keyboard shortcut

File>New>DITA><map> esc shift+n shift+m i


<map> refers to an element whose class attribute
starts with map/map and can vary from 1 to i.
File>New>DITA><topic> esc shift+n shift+t 1
File>New>DITA><concept> esc shift+n shift+t 2
File>New>DITA><task> esc shift+n shift+t i
File>New>DITA><reference>
<topic> refers to an element whose class
attribute starts with topic/topic.
DITA>New DITA File>Refresh Menu esc shift+r shift+m
DITA>Insert Conref esc shift+i shift+c
DITA>Assign ID to Element esc shift+a shift+i
DITA>Update References esc shift+u shift+r
DITA>Open all Topicrefs esc shift+o shift+a
DITA>Insert Topicref esc shift+i shift+t

1135
KEYBOARD SHORTCUTS

Menu command Keyboard shortcut

DITA>Build FM Document From DITA Map esc shift+g shift+d


DITA>DITA Options esc shift+d shift+o

Window menu

Menu command Keyboard shortcut

Cascade shift+F4
Tile shift+F5
Consolidate shift+F6
Refresh ctrl+l

Screen modes

Task Keyboard shortcut

Standard screen mode esc S M s


Full screen with user interface esc S M u
Full screen mode esc S M f
Toggle screen mode esc S M t

Selection
Use these shortcuts to select objects on the current page.

Task Keyboard shortcut

Select a text line or text frame Press ctrl and click the text line or text frame
Extend or shorten the selection Press shift and click an object
Force selection border to appear (when dragging Press ctrl+shift and drag diagonally
from outside all objects is not possible)
Select the first object in the draw order esc o shift+f
Select the next object in the draw order esc o n
Extend the selection to the next object in the esc o e
draw order

1136
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Deselect a text frame or text line and put the Double-click in the text frame or text line
insertion point inside it instead

Tables
Selection in tables

To select Keyboard shortcut

A cell Press ctrl and click the cell


A row Press ctrl and double-click column (vertical) border
in the row
A column Press ctrl and double-click row (horizontal) border in
the row
Text in the cell above the current cell esc t m u a
Text in the cell below the current cell esc t m d a
All text in current cell esc t h a
Current cell, then next cell esc t h e
Current row, then next row esc t h r
Current column, then next column esc t h c
Body cells in current column, then next body esc t h b
cells
Current table esc t h t
Or press ctrl and triple-click a cell.
Extend or shorten the election Press ctrl + - and click the last cell you want in the
selection

Navigating through tables


Use these shortcuts to move to the indicated cell.

To move to the Keyboard shortcut

Cell to the right esc t m r


Cell to the left esc t m l
Cell below esc t m d

1137
KEYBOARD SHORTCUTS

To move to the Keyboard shortcut

Cell above esc t m u


Rightmost cell in the current row esc t m e
Leftmost cell in the current row esc t m a
Top cell in the current column esc t m t
Bottom cell in the current column esc t m b
Top-left selected cell esc t m s
esc t h 0
Top-left cell esc t m shift+t
Beginning of cell ctrl+Pg Up
End of cell ctrl+Pg Dn
Next cell and select all text in cell tab
esc t m n
Previous cell and select all text in cell shift+tab
esc t m p
Cell below and select all text in cell ctrl+alt+tab
Cell above and select all text in cell ctrl+alt+shift+tab
Anchor point of a table esc t shift+i

Tab characters in cells

To Keyboard shortcut

Type a tab character in a cell esc tab

Row and column manipulation


FrameMaker adds or deletes as many rows or columns as are currently selected.

Task Keyboard shortcut

Add rows above top selected row esc t shift+r a


Add rows below bottom selected row esc t shift+r b
ctrl+return
ctrl+j
Add columns to left of leftmost selected column esc t c l

1138
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Add columns to right of rightmost selected esc t c r


column
Delete contents of selected rows or columns, but esc t c e
leave cells in table
Delete selected rows or columns from table esc t c x
Sort rows and columns esc t s

Row and column replacement


If the Clipboard doesn’t contain whole rows or columns, these shortcuts always replace the selected
cells.

To paste whole rows or columns Keyboard shortcut

By replacing selected rows or columns esc t p r


Before current selection (above top selected row esc t p b
or to left of leftmost selected column)
After current selection (below bottom selected esc t p a
row or to right of rightmost selected column)

Vertical alignment in cells


To use these shortcuts, click in the first paragraph in a cell.

Alignment Keyboard shortcut

Top alignment esc j t


ctrl+F1
Middle alignment esc j m
ctrl+F2
Bottom alignment esc j b
ctrl+F3

Column width

To resize Keyboard shortcut

Columns so no paragraphs in selected cells wrap esc t w


Selected column without changing table’s width Press alt and drag selected cell’s handle

1139
KEYBOARD SHORTCUTS

To resize Keyboard shortcut

Copy column width to Clipboard esc e y w

Table Designer
To use these shortcuts, click in the Table Designer.

Task Keyboard shortcut

Change all settings to As Is shift+F8


Change all settings to match the selected table shift+F9
Display previous page of properties Page Up
Display next page of properties Page Down
Apply only the current group of properties Press ctrl and click Apply

Table formats

Task Keyboard shortcut

Apply the current table’s format to the catalog esc t u t


and to all tables that have the same tag
Display the Edit Ruling Style dialog box esc t e

Text
Insertion point movement
Use these shortcuts to move the insertion point.

To move to Keyboard shortcut

Next character →
Previous character ←
Beginning of a word ctrl+←
End of a word ctrl+→
Beginning of the next word esc b w
Beginning of a line home
End of a line end

1140
KEYBOARD SHORTCUTS

To move to Keyboard shortcut

Previous line ↑
Next line ↓
Beginning of a sentence ctrl+home
End of a sentence ctrl+end
Beginning of the next sentence esc b s
Beginning of a paragraph ctrl+↑
End of the current paragraph ctrl+↓
Beginning of the next paragraph esc b p
Top of a column ctrl+Pg Up
Bottom of a column ctrl+Pg Dn
Beginning of a flow alt+shift+Pg Up
End of a flow alt+shift+Pg Dn
Start of first visible text flow ctrl+shift+i

Insertion point placement


Use these shortcuts to put the insertion point in an unrotated text frame on the current page. The draw
order is the order in which FrameMaker displays objects on a page; the first object in the draw order is
the one at the back.

To put the insertion point in the Keyboard shortcut

First column of the first text frame in the draw esc b f


order
Next column, traversing text frames in the draw esc b n
order

Text selection
Click in text before using these shortcuts. If you use a shortcut with text already selected, FrameMaker
extends the selection.

To select Keyboard shortcut

Next character esc h c


esc shift+h c
shift+→

1141
KEYBOARD SHORTCUTS

To select Keyboard shortcut

Previous character esc shift+h shift+c


shift+←
Current word, then next word esc h w
esc shift+h w
ctrl+shift+→
Current word, then previous word esc shift+h shift+w
ctrl+shift+←
Current sentence, then next sentence esc h s
esc shift+h s
ctrl+shift+end
Current sentence, then previous sentence esc shift+h shift+s
ctrl+shift+home
Current line, then next line esc shift+h l esc h l
Current line, then previous line esc shift+h shift+l
Current paragraph, then next paragraph esc h p
esc shift+h p
ctrl+shift+↓
Current paragraph, then previous paragraph esc shift+h shift+p
ctrl+shift+↑
One line width of text, starting at insertion point esc h d
shift+↓
One line width of text, ending at insertion point esc h u
shift+↑
To top of a column esc h t
shift+Pg Up
To bottom of a column esc h m
shift+Pg Dn
To beginning of flow esc h g
ctrl+shift+Pg Up
To end of flow esc h n
ctrl+shift+Pg Dn
All text around the insertion point that has the esc h+shift+f
same character style

1142
KEYBOARD SHORTCUTS

To select Keyboard shortcut

To shift the selection Keyboard shortcut


Right one character esc h f
Left one character esc h b

To select Keyboard shortcut

Extend or shorten a text selection Press and click where you want the selection to
begin or end
Remove highlighting esc h 0
Select a word Double-click the word
Select a word, then next words Double-click the word and then drag
Deselect a text frame or text line and place the Double-click in the text frame or text line
insertion point in it

Text editing

To Keyboard shortcut

Select a paragraph Triple-click the paragraph


Select a paragraph, then next paragraphs Triple-click the paragraph and then drag
Transpose characters ctrl+F9
Cut esc e x
ctrl+x
shift+del
Copy esc e c
ctrl+c
Paste text that you cut or copied esc e p
ctrl+v
ctrl+y
Quick-copy text Click where you want to place the copied text.
Then press alt and drag through the text you
want to copy.

1143
KEYBOARD SHORTCUTS

Asian text

To Keyboard shortcut

Type rubi text esc s r


Display the Rubi Properties dialog box esc o r
Define a combined font of Western and Japanese esc o c o
characters

Text deletion

To delete Keyboard shortcut

Previous character Backspace


Backward to the end of the previous word ctrl+h
Backward to the end of the previous sentence esc k a
Next character del
Forward to the end of a word esc k f
ctrl+del
Forward to the end of a line ctrl+shift+del
Forward to the start of the next sentence esc k s

Capitalization
Use these shortcuts to change the capitalization of selected text.

Task Keyboard shortcut

Change the current word to all lowercase ctrl+alt+l


ctrl+alt+shift+l
Change the current word to all uppercase ctrl+alt+u
ctrl+alt+shift+u
Change the current word to initial caps ctrl+alt+c
Display the Capitalization dialog box esc e shift+c

1144
KEYBOARD SHORTCUTS

Text formatting
Character and Paragraph Designers

Task Keyboard shortcut

Change all settings to As Is shift+F8


Change all settings to match selected text shift+F9
Display the previous set of properties Pg Up
Display the next set of properties Pg Dn
Apply only the current group of properties Press ctrl and click Apply

Paragraph formatting
Use these shortcuts to format selected paragraphs or the paragraph containing the insertion point.

Task Keyboard shortcut

Apply a paragraph style by typing the first esc q p


characters of its name and pressing Return F9
ctrl+9
Center a paragraph esc j c
Left-align a paragraph esc j l
Right-align a paragraph esc j r
Justify a paragraph (left and right) esc j f
Position the current paragraph in the column, esc j p n
removing any straddling or run-in formatting
Change current paragraph to a run-in head esc j p r
Change current paragraph to a side head esc j p s
Make current paragraph straddle all columns esc j p t
Make current paragraph straddle both the esc j p shift+t
side-head area and columns
Change line spacing to single spacing esc j 1
Change line spacing to 1½ spacing esc j /
Change line spacing to double spacing esc j 2

1145
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Change line spacing to fixed (default font size plus esc j x


leading)
Change line spacing to floating (largest font size esc j o
plus leading)
Increase line spacing 1 point esc j +
esc + 1
Decrease line spacing 1 point esc j -
esc - 1
Make paragraphs with the current paragraph’s esc j shift+u
style and the Paragraph Catalog definition match
the current paragraph’s format (unify)
Start a paragraph anywhere esc j shift+j
Start a paragraph at the top of a column esc j shift+c
Start a paragraph at top of a page esc j shift+jp
Start a paragraph at the top of a left page esc j shift+l
Start a paragraph at the top of a right page esc j shift+r
Turn on Hyphenation esc j h
Turn off Hyphenation esc j n
Repeat last paragraph-related command esc j j
Display Paragraph Catalog esc o p c
Display Update Paragraph Format dialog box esc o p u
Display Space Between Paragraphs dialog box esc j w
Display Custom Line Spacing dialog box esc j u

Character formats
Use these shortcuts to change the character style of selected text or of text you are about to type.

Task Keyboard shortcut

Apply a character style by typing the first esc q c


characters of its style name and pressing Return F8
ctrl+8

1146
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Change text to default paragraph font; remove esc o c p


character style from text in a text line
Turn bold on or off esc c b
F4
ctrl+b
ctrl+shift+b
Turn italic on or off esc c i
F5
ctrl+i
Turn underline on or off esc c u
F3
ctrl+u
ctrl+shift+u
Turn double underline on or off esc c d
Turn numeric underline on or off esc c 2
Turn strikethrough on or off esc c s
ctrl+/
Turn overline on or off esc c o
shift+F3
Change text to plain esc c p
F2
Turn superscript on or off esc c +
Turn subscript on or off esc c -
Put text on baseline esc c =
Change text to small caps esc c m
ctrl+e
Turn change bars on or off esc c h
ctrl+shift+h
Turn pair kerning on or off esc c k
Manually kern text 1 point in specified direction alt+arrow key
(at 100 % zoom setting)
Manually kern text 6 points in specified direction alt+shift+arrow key
(at 100 % zoom setting)
Remove all manual kerning alt+home

1147
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Increase size 1 point esc F5 ]


Decrease size by 1 point esc c [
Squeeze 20 % of an em space esc [ shift+d
Spread 20 % of an em space esc [ shift+c
Set font stretch to 100 % esc [ n
Reduce font stretch by 5 % esc [ c
Increase font stretch by 5 % esc [ e
Repeat the last font-related command esc c c
Toggle Tsume esc c t
Display the Character Catalog esc o c c

Object styles

Action Shortcut

Launch the Object Style designer with all the properties, while maintaining esc g o
selection
Launch the Object Style designer with just the object properties. The Object
Style designer does not display the object style. The Object Style
drop-down is disabled.
Launch the Object Style designer with just the style associated with the esc g i
selected object ctrl y
Display style catalog esc g e

Track Text Edit

Task Keyboard shortcut

Turn on or off the Track Text Edit feature esc s t o


Show Next Text Edit esc s t n
Show Previous Text Edit esc s t p
Accept Edit esc s t a
Reject Edit esc s t r

1148
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Accept All esc s t shift+a


Reject All esc s t shift+r
Preview Final esc s t shift+f
Preview Original esc s t shift+o
Preview Off esc s p o

Conditional text display

Task Keyboard shortcut

Display the Show/Hide Conditional Text dialog esc v shift+c


box
Turn condition indicators on or off esc v shift+o
Select all text around the insertion point that has esc v shift+c
the same conditional tag settings

Conditional text window


To use these shortcuts, click in the Conditional Text window.

Task Keyboard shortcut

Move all conditional tags to the As Is scroll list shift+F8


Change the scroll lists to match the conditional shift+F9
tag settings of selected text
Move a conditional tag between the In and the Double-click the tag
Not In scroll lists
Move a conditional tag from the As Is to the In Double-click the tag in the As Is scroll list
scroll list

Condition tags
Use these shortcuts to change the conditional tag settings of selected text or table rows.

Task Keyboard shortcut

Apply a conditional tag to selected text by typing esc q shift+c


the first characters of the tag and then pressing ctrl+4
Return

1149
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Remove a conditional tag from selected text by esc q shift+d


typing the first characters of the tag and then ctrl+5
pressing Return
Make the selected text unconditional esc q shift+u
ctrl+6

Views

Display Keyboard shortcut

WYSIWYG view esc S 1


XML view esc S 3

Working with structure

Move the insertion point Keyboard shortcut

To start of the current element esc s shift+s


To end of the current element esc s shift+e
After the next element esc s shift+d
alt+ctrl+↓
Before the previous element esc s shift+u
alt+ctrl+↑
Before the current element’s parent esc s shift+b
alt+ctrl+←
To start of the next element’s contents esc s shift+n
alt+ctrl+→

Select Keyboard shortcut


Current element esc h shift+e
Next element esc h shift+n
alt+ctrl+shift+↓
Previous element esc h shift+p
alt+ctrl+shift+↑

1150
KEYBOARD SHORTCUTS

Move the insertion point Keyboard shortcut

Siblings of the current element esc h shift+s


Parent of the current element esc h e shift+p
alt+ctrl+shift+←
Up by one element alt+ctrl+shift+↑
Down by one element alt+ctrl+↓

Structure view Keyboard shortcut


Expand/Collapse all elements under the selected esc E r
element
Expand/Collapse selected element esc E x
Expand/Collapse all sibling elements esc E X

Task Keyboard shortcut

To include the parent alt+ctrl+shift+←


Insert element esc shift+e i
ctrl+1
Wrap element esc shift+e w
ctrl+2
Unwrap element esc shift+e u
Change element esc shift+e c
ctrl+3
Merge into first element esc shift+e m
Merge into last element esc shift+e shift+m
Move element up one level esc shift+e shift+p
Move element down one level esc shift+e shift+d
Transpose element with previous element esc shift+e shift+t
Transpose element with next element esc shift+e t
Split element esc shift+e s
Edit attribute value ctrl+7
Repeat last Element Catalog command esc e e

1151
KEYBOARD SHORTCUTS

Task Keyboard shortcut

Toggle display of element boundaries (as esc v shift+e


brackets)
Toggle display of element boundaries (as tags) esc v shift+t
Validate a document esc shift+e v
Display Structure View esc shift+e shift+v

Other useful shortcuts

Task Keyboard shortcut

Redraw the document display ctrl+l


Quick-copy a selected object alt and drag the object
Rotate an object arbitrarily alt and use the left or right mouse button to drag
a corner or reshape handle
Move an object along vertical or horizontal axis shift and drag object
Nudge an object 1 point/6 points alt+arrow key
alt+shift+arrow key
Fit page in window esc z p
Fit window to page esc z w
Zoom to 100 % esc z z
Lock or unlock a document or book esc shift+f l k

1152
CHARACTER SETS

Character sets
Understand the support for character sets in Adobe FrameMaker.
FrameMaker supports the Unicode Character Set and uses UTF-8 encoding to provide Unicode support.
For information about Unicode character sets, see www.unicode.org.
When working with a FrameMaker document, you can insert characters in different languages by using
the Input Method Editor (IME) of the relevant language. To insert a specific character you can use:
• Character palette utility (Select File > Utilities > Character palette)
• Hex Input palette (Select File > Utilities > Hex Input)
• Windows Character Map utility (Select Programs > Accessories > System Tools > Character Map)
If a character glyph is not available for the selected font, FrameMaker displays a question mark (?) in its
place. However, because FrameMaker preserves the original code point, the glyph is displayed when you
apply the correct font.
IMPORTANT: To type characters in the Symbol or Dingbats font, select the desired font, and type the
content.
Because some special characters can no longer be represented by their character names in MIF docu-
ments, you must enter the UTF-8 code points of such characters. For more information, see the
FrameMaker MIF Reference Guide or the FDK Programmer’s Guide.
FrameMaker uses code points below ‘\x20’ (referred to as control codes) for internal purpose. Control
codes specify how the surrounding text is formatted.

Keyboard shortcut support


Understand the keyboard shortcut support in Adobe FrameMaker.

Standard character set


All keyboard shortcuts are supported in FrameMaker 9 and above.

Symbol and Dingbats character sets


Keyboard shortcuts with a Hex code below 127 are supported in FrameMaker 9 and above. Keyboard
shortcuts with Hex code above 127 are not supported in FrameMaker 9 and above.
NOTE: For more information, see Standard character set and Symbol and ZapfDingbats character sets.

Using key sequences


Understand how to use key sequences to insert special characters in Adobe FrameMaker.
Many characters are generated by a key sequence. This key sequence often uses the ctrl, Esc, or Meta
key. This document uses the following conventions for key sequences:

1153
CHARACTER SETS

Example Action

ctrl+q Hold down ctrl while pressing the lowercase


letter q.
ctrl+q Shift+a Hold down ctrl while pressing the letter q, then
release both keys, and then hold down Shift
while pressing the letter a.
Esc ~ Shift+a Press and release Esc, then press and release ~
(tilde), then hold down Shift while pressing the
letter a.

On Windows, you can also type a character in a document by using its ANSI number as described below:
1) Press the Num Lock to activate the numeric keypad.
2) Hold down the Alt key while typing the ANSI number (including the leading zero) using the keys on
the numeric keypad.
For example, to enter the “questiondown” character (¿) using its ANSI number, hold down Alt while
typing 0191 from the numeric keypad, and then release Alt. Be sure to include the leading zero.

Windows character sets


Understand how to use key sequences to insert special characters in Adobe FrameMaker.
The Windows character set is based on the ANSI character set, and includes some additional characters
not in the ANSI set.
The tables in this section list the supported character sets, and the unsupported keyboard shortcuts in
FrameMaker 7.x and FrameMaker 8 and above.

Standard character set for hyphens, spaces, returns, undisplayed characters


The following table lists the special hyphens, spaces, returns, and undisplayed characters supported in
FrameMaker 7.x and above.

1154
CHARACTER SETS

Special hyphens, spaces, returns, and undisplayed characters

Standard character set Symbol and Dingbats character sets

Key or Key or
key Standard key Standard ZapfDi
Hex sequen character set: Hex sequen character set: ngbats:
code ce graphic and name code ce graphic and name graphic
\x04 Esc - discreti \x04 Esc - discreti
Shift+d onary Shift+d onary
or hyphen or hyphen
ctrl+- ctrl+-
\x05 Esc n s suppres \x05 Esc n s suppres
s s
hyphen hyphen
ation ation
\x15 Esc - h nonbre \x15 Esc - h nonbre
aking aking
hyphen hyphen
\x08 Tab tab \x08 Tab tab
\x09 Shift+R forced \x09 Shift+R forced
eturn return eturn return
\x0a Return end of \x0a Return end of
paragra paragra
ph ph
\x10 Esc numeri \x10 Esc numeri
space 1 c space space 1 c space
\x11 Esc nonbre \x11 Esc nonbre
space h aking space h aking
or space or space
ctrl+sp ctrl+sp
ace ace
\x12 Esc thin \x12 Esc thin
space t space space t space
\x13 Esc en \x13 Esc en
space n space space n space
or or
Alt+ctrl Alt+ctrl
+space +space

1155
CHARACTER SETS

Special hyphens, spaces, returns, and undisplayed characters

Standard character set Symbol and Dingbats character sets

Key or Key or
key Standard key Standard ZapfDi
Hex sequen character set: Hex sequen character set: ngbats:
code ce graphic and name code ce graphic and name graphic
\x14 Esc em \x14 Esc em
space space space space
m or m or
ctrl+Shi ctrl+Shi
ft+spac ft+spac
e e
\x27 ctrl+' ' quotesi \x27 ctrl+' ‘ such '
ngle that
\x60 ctrl+` ` grave \x60 ctrl+' ‘ `
radiclex
\xda ctrl+q / fraction \xda
Shift+z
\xde ctrl+q Þ Reserve \xde
Shift+w d
\xdf ctrl+q ´ ß Reserve \xdf
d
\xf5 ctrl+q õ Reserve \xf5
Shift+m d
\xf9 ctrl+q t ù Reserve \xf9
d
\xfa ctrl+q r ú Reserve \xfa
d
\xfe ctrl+q þ Reserve \xfe
Shift+j d
\xfd ctrl+q ý hungar \xfd
Shift+f umlaut

Standard character set


The following table lists the supported standard character set:
NOTE: The list is sorted by the ANSI number.

1156
CHARACTER SETS

Standard character set

Standard character set: graphic


ANSI no. Hex code Key or key sequence and name

032 \x20 space space


033 \x21 ! ! exclaim
034 \x22 " (Smart Quotes off ) " quotedbl
035 \x23 # # numbersign
036 \x24 $ $ dollar
037 \x25 % % percent
038 \x26 & & ampersand
040 \x28 ( ( parenleft
041 \x29 ) ) parenright
042 \x2a * * asterisk
043 \x2b + + plus
044 \x2c , (comma) , comma
045 \\ - (hyphen) - hyphen
046 \x2e . (period) . period
047 \x2f / / slash
048 \x30 0 0 zero
049 \x31 1 1 one
050 \x32 2 2 two
051 \x33 3 3 three
052 \x34 4 4 four
053 \x35 5 5 five
054 \x36 6 6 six
055 \x37 7 7 seven
056 \x38 8 8 eight
057 \x39 9 9 nine
058 \x3a : : colon

1157
CHARACTER SETS

Standard character set

Standard character set: graphic


ANSI no. Hex code Key or key sequence and name

059 \x3b ; ; semicolon


060 \x3c < < less
061 \x3d = = equal
062 \x3e > > greater
063 \x3f ? ? question
064 \x40 @ @ at
065 \x41 A A A
066 \x42 B B B
067 \x43 C C C
068 \x44 D D D
069 \x45 E E E
070 \x46 F F F
071 \x47 G G G
072 \x48 H H H
073 \x49 I I I
074 \x4a J J J
075 \x4b K K K
076 \x4c L L L
077 \x4d M M M
078 \x4e N N N
079 \x4f O O O
080 \x50 P P P
081 \x51 Q Q Q
082 \x52 R R R
083 \x53 S S S
084 \x54 T T T

1158
CHARACTER SETS

Standard character set

Standard character set: graphic


ANSI no. Hex code Key or key sequence and name

085 \x55 U U U
086 \x56 V V V
087 \x57 W W W
088 \x58 X X X
089 \x59 Y Y Y
090 \x5a Z Z Z
091 \x5b [ [ bracketleft
092 \x5c \ \ backslash
093 \x5d ] ] bracketright
094 \x5e ^ ^ asciicircum
095 \x5f _ (underline) _ underscore
097 \x61 a a a
098 \x62 b b b
099 \x63 c c c
0100 \x64 d d d
0101 \x65 e e e
0102 \x66 f f f
0103 \x67 g g g
0104 \x68 h h h
0105 \x69 i i i
0106 \x6a j j j
0107 \x6b k k k
0108 \x6c l l l
0109 \x6d m m m
0110 \x6e n n n
0111 \x6f o o o

1159
CHARACTER SETS

Standard character set

Standard character set: graphic


ANSI no. Hex code Key or key sequence and name

0112 \x70 p p p
0113 \x71 q q q
0114 \x72 r r r
0115 \x73 s s s
0116 \x74 t t t
0117 \x75 u u u
0118 \x76 v v v
0119 \x77 w w w
0120 \x78 x x x
0121 \x79 y y y
0122 \x7a z z z
0123 \x7b { { braceleft
0124 \x7c | | bar
0125 \x7d } } braceright
0126 \x7e ~ ~ asciitilde
0130 \xe2 ctrl+q ~ ‚ quotesinglbase
0131 \xc4 ctrl+q Shift+d ƒ florin
0132 \xe3 ctrl+q c „ quotedblbase
0133 \xc9 ctrl+q Shift+i) … ellipsis
0134 \xa0 ctrl+q space † dagger
0135 \xe0 ctrl+q ` ‡ daggerdbl
0136 \xf6 ctrl+q v ˆ circumflex
0137 \xe4 ctrl+q d ‰ perthousand
0138 \xb3 ctrl+q 3 š Reserved
0139 \xdc ctrl+q \ ‹ guilsinglleft

1160
CHARACTER SETS

Standard character set

Standard character set: graphic


ANSI no. Hex code Key or key sequence and name

0140 \xce ctrl+q } Œ OE


Shift+n
0145 \xd4 ctrl+q ‘ quoteleft
Shift+t or `
0146 \xd5 ctrl+q ’ quoteright
Shift+u
0147 \xd2 Alt+ctrl+` or “ quotedblleft
ctrl+q Shift+r
0148 \xd3 ctrl+Alt+' or ” quotedblright
ctrl+q Shift+s
0149 \xa5 ctrl+q % • bullet
0150 \xd0 ctrl+q Shift+p – endash
0151 \xd1 ctrl+q Shift+q — emdash
0152 \xf7 ctrl+q w ~ tilde
0153 \xaa ctrl+q * ™ trademarkserif
0154 \xf0 ctrl+q p š Reserved
0155 \xdd ctrl+q ] › guilsinglright
0156 \xcf ctrl+q Shift+o œ oe
0159 \xd9 Esc % Shift+y Ÿ Ydieresis
0161 \xc1 ctrl+q Shift+a ¡ exclamdown
0162 \xa2 ctrl+q " ¢ cent
0163 \xa3 ctrl+q # £ sterling
0164 \xdb ctrl+q [ ¤ currency
0165 \xb4 ctrl+q 4 ¥ yen
0166 \xad ctrl+q - ¦ pipe
0167 \xa4 ctrl+q $ § section
0168 \xac ctrl+q , ¨ dieresis
0169 \xa9 ctrl+q ) © copyrightserif

1161
CHARACTER SETS

Standard character set

Standard character set: graphic


ANSI no. Hex code Key or key sequence and name

0170 \xbb ctrl+q ; ª ordfeminine


0171 \xc7 ctrl+q Shift+g « guillemetleft
0172 \xc2 ctrl+q Shift+b ¬ logicalnot
0173 \x2d - - hyphen
0174 \xa8 ctrl+q ( ® registerserif

0175 \xf8 ctrl+q x ¯ macron


0176 \xfb ctrl+q { ° ring
0177 \xb1 ctrl+q 1 ± plusminus
0178 \xb7 ctrl+q 7 2 Reserved
0179 \xb8 ctrl+q 8 3 Reserved
0180 \xab ctrl+q + ´ acute
0181 \xb5 ctrl+q 5 µ Reserved
0182 \xa6 ctrl+q & ¶ paragraph
0183 \xe1 ctrl+q a · periodcentered
0184 \xfc ctrl+q ¦ ¸ cedilla
0185 \xb6 ctrl+q 6 1 Reserved
0186 \xbc ctrl+q < º ordmasculine
0187 \xc8 ctrl+q Shift+h » guillemetright
0188 \xb9 ctrl+q 9 ¼ Reserved
0189 \xba ctrl+q : ½ Reserved
0190 \xbd ctrl+q = ¾ Reserved
0191 \xc0 ctrl+q @ ¿ questiondown
0192 \xcb Esc ` Shift+a À Agrave
0193 \xe7 Esc ' Shift+a Á Aacute
0194 \xe5 Esc ^ Shift+a  Acircumflex
0195 \xcc Esc ~ Shift+a à Atilde

1162
CHARACTER SETS

Standard character set

Standard character set: graphic


ANSI no. Hex code Key or key sequence and name

0196 \x80 Esc % Shift+a Ä Adieresis


0197 \x81 Esc * Shift+a Å Aring
0198 \xae ctrl+q . Æ AE
0199 \x82 Esc , Shift+c Ç Ccedilla
0200 \xe9 Esc ` Shift+e È Egrave
0201 \x83 Esc ' Shift+e É Eacute
0202 \xe6 Esc ^ Shift+e Ê Ecircumflex
0203 \xe8 Esc % Shift+e Ë Edieresis
0204 \xed Esc ` Shift+i Ì Igrave
0205 \xea Esc i Shift+i Í Iacute
0206 \xeb Esc ^ Shift+i Î Icircumflex
0207 \xec Esc % Shift+i Ï Idieresis
0208 \xc3 ctrl+q Shift+c Ð Reserved
0209 \x84 Esc ~ Shift+n Ñ Ntilde
0210 \xf1 Esc ` Shift+o Ò Ograve
0211 \xee Esc ' Shift+o Ó Oacute
0212 \xef Esc ^ Shift+o Ô Ocircumflex
0213 \xcd Esc ~ Shift+o Õ Otilde
0214 \x85 Esc % Shift+o Ö Odieresis
0215 \xb0 ctrl+q 0 × Reserved
0216 \xaf ctrl+1 / Ø Oslash
0217 \xf4 Esc ` Shift+u Ù Ugrave
0218 \xf2 Esc ' Shift+u Ú Uacute
0219 \xf3 Esc ^ Shift+u Û Ucircumflex
0220 \x86 Esc % Shift+u Ü Udieresis
0221 \xc5 ctrl+q Shift+e Ý Reserved

1163
CHARACTER SETS

Standard character set

Standard character set: graphic


ANSI no. Hex code Key or key sequence and name

0222 \xd7 ctrl+q Þ Reserved


Shift+w
0223 \xa7 ctrl+q ' ß germandbls
0224 \x88 Esc ` a à agrave
0225 \x87 Esc ' a á aacute
0226 \x89 Esc ^ a â acircumflex
0227 \x8b Esc ~ a ã atilde
0228 \x8a Esc % a ä adieresis
0229 \x8c Esc * a å aring
0230 \xbe ctrl+q > æ ae
0231 \x8d Esc , c ç ccedilla
0232 \x8f Esc ` e è egrave
0233 \x8e Esc ' e é eacute
0234 \x90 Esc ^ e ê ecircumflex
0235 \x91 Esc % e ë edieresis
0236 \x92 Esc ` i ì igrave
0237 \x93 Esc ' i í iacute
0238 \x94 Esc ^ i î icircumflex
0239 \x95 Esc % i ï idieresis
0240 \xb2 ctrl+q 2 ð Reserved
0241 \x96 Esc ~ n ñ ntilde
0242 \x98 Esc ` o ò ograve
0243 \x97 Esc ' o ó oacute
0244 \x99 Esc ^ o ô ocircumflex
0245 \x9b Esc ~ o õ otilde
0246 \x9a Esc % o ö odieresis

1164
CHARACTER SETS

Standard character set

Standard character set: graphic


ANSI no. Hex code Key or key sequence and name

0247 \xd6 ctrl+q Shift+v ÷ Reserved


0248 \xbf ctrl+q ? ø oslash
0249 \x9d Esc ` u ù ugrave
0250 \x9c Esc ' u ú uacute
0251 \x9e Esc ^ u û ucircumflex
0252 \x9f Esc % u ü udieresis
0253 \xc6 ctrl+q Shift+f ý Reserved
0254 \xca ctrl+q Shift+j þ Reserved
0255 \xd8 Esc % y ÿ ydieresis

Symbol and ZapfDingbats character sets


The following table lists the Symbol and Dingbats character set supported in older versions of
FrameMaker as well as FrameMaker 9 and heigher in their Hex order.

Symbol and ZapfDingbats character sets

Key or key ZapfDingbats:


ANSI no. Hex code sequence Symbol set: graphic and name graphic

032 \x20 space space


033 \x21 Shift+! ! exclaim ?
034 \x22 Shift+" ? universal ?
035 \x23 Shift+# # numbersign ?
036 \x24 Shift+$ ? existential ?
037 \x25 Shift+% % percent ?
038 \x26 Shift+& & ampersand ?
040 \x28 Shift+( ( parenleft ?
041 \x29 Shift+) ) parenright ?
042 \x2a Shift+* ? asteriskmath ?

1165
CHARACTER SETS

Symbol and ZapfDingbats character sets

Key or key ZapfDingbats:


ANSI no. Hex code sequence Symbol set: graphic and name graphic

043 \x2b Shift++ + plus ?


044 \x2c , , comma ?
045 \x2d - (hyphen) − minus ?
046 \x2e . (period) . period ?
047 \x2f / / slash ?
048 \x30 0 0 zero ?
049 \x31 1 1 one ?
050 \x32 2 2 two ?
051 \x33 3 3 three ?
052 \x34 4 4 four ?
053 \x35 5 5 five ?
054 \x36 6 6 six ?
055 \x37 7 7 seven ?
056 \x38 8 8 eight ?
057 \x39 9 9 nine ?
058 \x3a : : colon ?
059 \x3b ; ; semicolon ?
060 \x3c , < less ?
061 \x3d = = equal ?
062 \x3e > > greater ?
063 \x3f ? ? question ?
064 \x40 @ ? congruent ?
065 \x41 A Α Alpha ?
066 \x42 B Β Beta ?
067 \x43 C Χ Chi ?
068 \x44 D Δ Delta ?

1166
CHARACTER SETS

Symbol and ZapfDingbats character sets

Key or key ZapfDingbats:


ANSI no. Hex code sequence Symbol set: graphic and name graphic

069 \x45 E Ε Epsilon ?


070 \x46 F Φ Phi ?
071 \x47 G Γ Gamma ?
072 \x48 H Η Eta ?
073 \x49 I Ι Iota ?
074 \x4a J ϑ theta1 ?
075 \x4b K Κ Kappa ?
076 \x4c L Λ Lambda ?
077 \x4d M Μ Mu ?
078 \x4e n Ν Nu ?
079 \x4f O Ο Omicron ?
080 \x50 P Π Pi ?
081 \x51 Q Θ Theta ?
082 \x52 R Ρ Rho ?
083 \x53 S Σ Sigma ?
084 \x54 T Τ Tau ?
085 \x55 U Υ Upsilon ?
086 \x56 V ς sigma1 ?
087 \x57 W Ω Omega ?
088 \x58 X Ξ Xi ?
089 \x59 Y Ψ Psi ?
090 \x5a Z Ζ Zeta ?
091 \x5b [ [ bracketleft ?
092 \x5c \ ? therefore ?
093 \x5d ] ] bracketright ?
094 \x5e ^ ? perpendicular ?

1167
CHARACTER SETS

Symbol and ZapfDingbats character sets

Key or key ZapfDingbats:


ANSI no. Hex code sequence Symbol set: graphic and name graphic

095 \x5f _ _ underscore ?


097 \x61 a α alpha ?
098 \x62 b β beta ?
099 \x63 c χ chi ?
100 \x64 d δ delta ?
101 \x65 e ε epsilon ?
102 \x66 f φ phi ?
103 \x67 g γ gamma ?
104 \x68 h η eta ?
105 \x69 i ι iota ?
106 \x6a j ϕ phil ?
107 \x6b k κ kappa ?
108 \x6c l λ lambda ●
109 \x6d m μ mu ?
110 \x6e n ν nu ?
111 \x6f o ο omicron ?
112 \x70 p π pi ?
113 \x71 q θ theta ?
114 \x72 r ρ rho ?
115 \x73 s σ sigma ?
116 \x74 t τ tau ?
117 \x75 u υ upsilon ?
118 \x76 v ϖ omega1 ?
119 \x77 w ω omega ?
120 \x78 x ξ xi ?
121 \x79 y ψ psi ?

1168
CHARACTER SETS

Symbol and ZapfDingbats character sets

Key or key ZapfDingbats:


ANSI no. Hex code sequence Symbol set: graphic and name graphic

122 \x7a z ζ zeta ?


123 \x7b { { braceleft ?
124 \x7c | | bar ?
125 \x7d } } braceright ?
126 \x7e ~ ? similar ?

Unsupported keyboard shortcuts for the Symbol and Dingbats character set
The following table lists the Symbol and Dingbats character set supported in older versions of
FrameMaker. In FrameMaker 9, you can insert the corresponding Unicode characters, but the keyboard
shortcuts are no longer supported:

Symbol and Dingbats character set

Key or key Dingbats:


ANSI no. Hex code sequence Symbol set: graphic and name graphics

0130 Reserved
0131 Reserved
0132 Reserved
0133 Reserved
0134 Reserved
0135 Reserved
0136 Reserved
0137 Reserved
0138 Reserved
0139 Reserved
0140 Reserved
0145 Reserved
0146 Reserved
0147 Reserved

1169
CHARACTER SETS

Symbol and Dingbats character set

Key or key Dingbats:


ANSI no. Hex code sequence Symbol set: graphic and name graphics

0148 Reserved
0149 Reserved
0150 Reserved
0151 Reserved
0152 Reserved
0153 Reserved
0154 Reserved
0155 Reserved
0156 Reserved
0157 Reserved
0158 Reserved
0159 Reserved
0161 \xa1 ctrl+q ! ϒ Upsilon1 ?
0162 \xa2 ctrl+q " ′ minute ?
0163 \xa3 ctrl+q # ≤ lessequal ?
0164 \xa4 ctrl+q $ ⁄ fraction ?
0165 \xa5 ctrl+q % ∞ infinity ?
0166 \xa6 ctrl+q & ƒ florin ?
0167 \xa7 ctrl+q ' ? club ?
0168 \xa8 ctrl+q ( ? diamond ?
0169 \xa9 ctrl+q ) ? heart ?
0170 \xaa ctrl+q * ? spade ?
0171 \xab ctrl+q + ↔ arrowboth ?
0172 \xac ctrl+q , ← arrowleft ①
0173 \xad ctrl+q - ↑ arrowup ②
0174 \xae ctrl+q - → arrowright ③

1170
CHARACTER SETS

Symbol and Dingbats character set

Key or key Dingbats:


ANSI no. Hex code sequence Symbol set: graphic and name graphics

0175 \xaf ctrl+q / ↓ arrowdown ④


0176 \xb0 ctrl+q 0 ° degree ⑤
0177 \xb1 ctrl+q 1 ± plusminus ⑥
0178 \xb2 ctrl+q 2 ″ second ⑦
0179 \xb3 ctrl+q 3 ≥ greaterequal ⑧
0180 \xb4 ctrl+q 4 × multiply ⑨
0181 \xb5 ctrl+q 5 ? proportional ⑩
0182 \xb6 ctrl+q 6 ∂ partialdiff ⑩
0183 \xb7 ctrl+q 7 • bullet ❷
0184 \xb8 ctrl+q 8 ÷ divide ❸
0185 \xb9 ctrl+q 9 ≠ notequal ❹
0186 \xba ctrl+q : ≡ equivalence ❺
0187 \xbb ctrl+q ; ≈ approxequal ❻
0188 \xbc ctrl+q < … ellipsis ❼
0189 \xbd ctrl+q = ? arrowvertex ❽
0190 \xbe ctrl+q > ? arrowhorizex ❾
0191 \xbf ctrl+q ? ? carriagereturn ❿
0192 \xc0 ctrl+q @ ? aleph ?
0193 \xc1 ctrl+q Shift+a ? Ifraktur ?
0194 \xc2 ctrl+q Shift+b ? Rfraktur ?
0195 \xc3 ctrl+q Shift+c ? weierstrass ?
0196 \xc4 ctrl+q Shift+d ? circlemultiply ?
0197 \xc5 ctrl+q Shift+e ? circleplus ?
0198 \xc6 ctrl+q Shift+f ? emptyset ?
0199 \xc7 ctrl+q Shift+g ∩ intersection ?
0200 \xc8 ctrl+q Shift+h ? union ?

1171
CHARACTER SETS

Symbol and Dingbats character set

Key or key Dingbats:


ANSI no. Hex code sequence Symbol set: graphic and name graphics

0201 \xc9 ctrl+q Shift+i ? propersuperse ?


t
0202 \xca ctrl+q Shift+j ? reflexsuperset ?
0203 \xcb Esc ` Shift+a ? notsubset ?
0204 \xcc Esc ~ Shift+a ? propersubset ?
0205 \xcd Esc ~ Shift+o ? reflexsubset ?
0206 \xce ctrl+q Shift+n ? element ?
0207 \xcf ctrl+q Shift+o ? notelement ?
0208 \xd0 ctrl+q Shift+p ? angle ?
0209 \xd1 ctrl+q Shift+q ? gradient ?
0210 \xd2 ctrl+q Shift+r ® registerserif ?

0211 \xd3 ctrl+q Shift+s © copyrightserif ?


0212 \xd4 ctrl+q Shift+t ™ trademarkserif ?
0213 \xd5 ctrl+q Shift+u ∏ product →
0214 \xd6 ctrl+q Shift+v √ radical ↔
0215 \xd7 ctrl+q Shift+w ? dotmath ↕
0216 \xd8 Esc % y ¬ logicalnot ?
0217 \xd9 Esc % Shift+y ? logicaland ?
0218 \xda ctrl+q Shift+z ? logicalor ?
0219 \xdb ctrl+q [ ? arrowdblboth ?
0220 \xdc ctrl+q \ ? arrowdblleft ?
0221 \xdd ctrl+q ] ? arrowdblup ?
0222 \xde ctrl+q ^ ? arrowdblright ?
0223 \xdf ctrl+q _ ? arrowdbldown ?
0224 \xe0 ctrl+q ` ? lozenge ?
0225 \xe1 ctrl+q a ? angleleft ?

1172
CHARACTER SETS

Symbol and Dingbats character set

Key or key Dingbats:


ANSI no. Hex code sequence Symbol set: graphic and name graphics

0226 \xe2 ctrl+q b ? registersans ?


0227 \xe3 ctrl+q c ? copyrightsans ?
0228 \xe4 ctrl+q d ? trademarksan ?
s
0229 \xe5 Esc ^ Shift+a ∑ summation ?
0230 \xe6 Esc ^ Shift+e ? parenlefttp ?
0231 \xe7 Esc ' Shift+a ? parenleftex ?
0232 \xe8 Esc % Shift+e ? parenleftbt ?
0233 \xe9 Esc ` Shift+e ? bracketlefttp ?
0234 \xea Esc ' Shift+i ? bracketleftex ?
0235 \xeb Esc ^ Shift+i ? bracketleftbt ?
0236 \xec Esc % Shift+i ? bracelefttp ?
0237 \xed Esc ` Shift+i ? braceleftmid ?
0238 \xee Esc ' Shift+o ? braceleftbt ?
0239 \xef Esc ^ Shift+o ? braceex ?
0240 \xf0 Reserved
0241 \xf1 Esc ` Shift+o ? angleright ?
0242 \xf2 Esc ' Shift+u ∫ integral ?
0243 \xf3 Esc ^ Shift+u ⌠ integraltp ?
0244 \xf4 Esc ` Shift+u ? integralex ?
0245 \xf5 ctrl+q u ⌡ integralbt ?
0246 \xf6 ctrl+q v ? parenrighttp ?
0247 \xf7 ctrl+q w ? parenrightex ?
0248 \xf8 ctrl+q x ? parenrightbt ?
0249 \xf9 ctrl+q y ? bracketrighttp ?
0250 \xfa ctrl+q z ? bracketrightex ?

1173
CHARACTER SETS

Symbol and Dingbats character set

Key or key Dingbats:


ANSI no. Hex code sequence Symbol set: graphic and name graphics

0251 \xfb ctrl+q { ? bracketrightbt ?


0252 \xfc ctrl+q ¦ ? bracerighttp ?
0253 \xfd ctrl+q } ? bracerightmid ?
0254 \xfe ctrl+q ~ ? bracerightbt ?
0255

Support for FrameMaker 7.x character set


When you open a FrameMaker 7.x document in FrameMaker 8 or above, font encoding is used to convert
the characters to Unicode encoding.
In FrameMaker 7.x or earlier, if you open a document on a platform (operating system and locale) that
is different from the one used to create it, a rectangular box appears for characters that are not available
in the ANSI character set. However, because FrameMaker preserves the character codes, the correct
characters appear when you re-open the document on the platform that was used to create it.
If you open a FrameMaker 7.x or earlier document in FrameMaker 9 or above, it converts the unavailable
characters to Unicode and assumes that the converted characters are displayed correctly.
FrameMaker versions 9 and above support three character sets: ZapfDingbats (Dingbats), Symbol, and
Standard (the platform-dependent legacy character set). Some of the keyboard shortcuts used to enter
the characters from these sets continue to be supported in FrameMaker 9 and above.
This document provides tables for each character set to list the supported keyboard shortcuts. The tables
also provide hexadecimal code values. “Hex code” is used to represent each character internally.
Instructions for typing quotation marks and apostrophes assume that Smart Quotes is off. For informa-
tion about Smart Quotes, see the FrameMaker User Guide.

1174
ADDITIONAL RESOURCES

Additional resources
This appendix lists additional resources that help you learn more about specific areas in Adobe
FrameMaker.
In this topic
• Structured authoring
• FrameMaker Publishing Server
• INI and MIF Reference
• Programming and scripting

Structured authoring

Resource URL

Integrating DITA Specialization with FrameMaker http://help.adobe.com/en_US/framemaker/dita/


index.html
Developing Structured Applications with http://help.adobe.com/en_US/framemaker/pdfs
FrameMaker (PDF) /fm-structure-app-dev-guide.pdf
Structured Application Developer’s Reference https://help.adobe.com/en_US/framemaker/pdf
Guide (PDF) s/fm-structure-app-dev-reference.pdf
Getting Started with LwDITA https://help.adobe.com/en_US/framemaker/pdf
s/fm-lwdita-user-guide.pdf
Customizing DITA https://help.adobe.com/en_US/framemaker/pdf
s/fm-customizing-dita.pdf

FrameMaker Publishing Server

Resource URL

FrameMaker Publishing Server Help https://help.adobe.com/en_US/framemaker/ser


ver/index.html

INI and MIF Reference

Resource URL
INI Reference Guide https://help.adobe.com/en_US/framemaker/ini/i
ndex.html

1175
ADDITIONAL RESOURCES

Resource URL

MIF Reference Guide (PDF) https://help.adobe.com/en_US/framemaker/pdf


s/fm-mif-reference.pdf

Programming and scripting

Resource URL

FDK Installation Guide (PDF) http://help.adobe.com/en_US/framemaker/pdfs


/fdk-install-guide.pdf
FDK Programmer’s Guide (PDF) http://help.adobe.com/en_US/framemaker/pdfs
/fdk-programmer-guide.pdf
FDK Programmer’s Reference (PDF) https://help.adobe.com/en_US/framemaker/pdf
s/fdk-reference.pdf
FrameMaker Scripting Guide https://help.adobe.com/en_US/framemaker/pdf
s/fm-scripting-guide.pdf
FrameMaker Developer Center https://developer.adobe.com/console/servicesan
dapis

1176
LEGAL NOTICES

Legal notices
For legal notices, visit the Legal Notices page.

1177

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