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Create conditions – Adobe InDesign CS5 User Manual

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Last updated 11/16/2011

Number of condition tags required

Decide how many condition tags you need to produce the desired versions. A

version of a document is defined by a unique set of condition tags. For example, a version of a finished Windows
manual might be defined by having a Windows condition tag showing, a Mac OS condition tag hidden, and a
Comments condition tag hidden. In this example, you would need to decide whether to use one condition tag for
Windows comments and another for Mac OS comments, or whether to use a single condition tag for both Windows
and Mac OS comments.

Organization of content

Evaluate the extent to which the document can be conditional and how you can organize the

material to simplify development and maintenance. For example, you might be able to organize a book so that
conditional text is limited to a few documents. Or you might choose to keep versions of a particular chapter in separate
files rather than in conditional text, and then use a different book file for each version of the book.

In some instances, such as when working with multiple languages, you may want to create separate layers that you can
show or hide rather than using conditions, with each layer including text from a different language.

Tagging strategy

Determine the smallest unit of conditional text. For example, if a document will be translated to

another language, a whole sentence should be the smallest amount of text you make conditional. Because word order
often changes during translation, using conditional text for part of a sentence could complicate translation.

Inconsistency in applying conditions to spaces and punctuation can result in extra spacing or misspelled words.
Decide whether to make spaces and punctuation conditional. If conditional text begins or ends with punctuation,
make the punctuation conditional too. This makes the text easier to read when you're viewing more than one version.

To avoid word spacing problems, such as having an unconditional space followed by a conditional space, set standards
for handling spaces following conditional text (either always conditional or always unconditional).

To avoid confusion, decide the order in which conditional text will appear and use this order throughout the
document.

Indexes and cross-references

When indexing a document, pay attention to whether index markers are placed inside

or outside conditional text. Keep in mind that index markers in hidden conditional text are not included in the
generated index.

If you create a cross-reference to conditional text, make sure that the source text has the same condition. For example,
if you add a cross-reference in a “Windows” paragraph and the text anchor appears in a “Mac” condition, the cross-
reference is unresolved when the “Mac” condition is hidden. “HT” appears next to the cross-reference in the
Hyperlinks panel.

If you create a cross-reference to a paragraph in which some text is conditional and then change the visibility settings
of that condition, update the cross-reference.

Create conditions

Conditions you create are saved in the current document. If no documents are open when you create a condition, that
condition appears in all new documents you create.

You can make conditional text easy to identify by specifying condition indicators, such as wavy red underlines.

1 Choose Window

> Type & Tables

> Conditional Text to display the Conditional Text panel.

2 Choose New Condition from the Conditional Text panel menu, and type a name for the condition.

3 In the Indicator group, specify the appearance of the indicator to which the condition is applied.

By default, indicators (such as wavy red lines) are set to appear in the document but not be printed or output. You can
choose an option from the Indicators menu in the Conditional Text panel to hide indicators or to print and output
them, which can be useful for review purposes.

4 Click OK.