Hello and welcome to today's tutorial!
A lot of people have been asking for a template that you can download
for your bachelor or master thesis or even dissertation
and in this tutorial today, I'm going to provide to you such a template
and I going to cover very quickly
the basic things that you need to know
to use this template.
I'm not going to explain how to set up everything
every little step and detail.
If you have some knowledge of InDesign you will get
why I use
certain things in this template and how to use it
how to create pictures, automatic numbered headlines
and tables and so on.
So, lets get started with the tutorial.
For this tutorial you need of cause to download the thesis template
and this is the folder over here
we can open it, and take a look at our structure.
We have here the thesis document.
This is the document you always want to open
when you write on your thesis.
This is a book document
you see here the different chapters
those are all InDesign documents
(that are) organised with this book structure here.
We want to open a document
you can double click on it
and it will be opened in InDesign
indicated by this little book symbol over here (that it's open).
Let's take again a look at our structure
here are our book documents
but you should never open them directly from here
because this might mess up things in InDesign.
So always open this one first
and then open your (chapters) from inside InDesign.
The first thing you want to make sure
if you start writing on your thesis
are the margins of your page.
So if we take a look for example
on the table of contents
your margins, this (is) the distance from your text to the border of the page.
For example this from here to here are 3 cm.
You might get specific advices
from your university, how big your margins should be
and if you need to change your margins
you can do this in
*Layout* -> *Margins and Columns*
and change them here.
You need to change those
for every document, so can't synchronise them
over your whole book.
You can sync everything else, but not your margins.
There is an alternative way
to change your margins.
We can go to our master pages
This is the basic layout of your text page
and if you change the margin in here
if we have this one selected
and then under *Layout* -> *Layout adjustment*
if we have this activated
this is checked at the moment.
Then we can adjust our margins
for example we can say this should be 4 cm.
We can click on *OK*.
And now you see this was moved down
and it will also adjust this
in all of your pages.
So you see it here it changed it every where
where this master page A (is) applied.
We going to undo this.
However you still need to do this
on all your chapters.
Then, you might want to change your header
It's this one over here
So you can decide if you want to have a header
or you don't want to have an header.
If we take a look again on this page
it has master "A" applied
and we have a master "B"
that has no header at all.
And if we want to remove the header
we can just replace
the master "A" with master "B".
Therefore we going to select all pages
and go on *Apply master to pages...*
and we going to select master "B".
And we see now
that the header is gone and also the margin
was adjusted from 3 to 2 cm automatically.
We again need to do this for all pages
For example if we go to "Introduction".
We first want to make sure *Layout Adjustment* is enabled.
We activate this check box here.
Then we select all pages
and do again the *Apply master to pages...*
and select master "B" in here
and now the header is gone and the layout
is automatically adjusted.
However for this example I going to keep the header
so let's undo this
and there we have our header again.
Next we're going to talk about, how to add additional chapters to your thesis.
We have already everything in here that you would need for a normal thesis
but let's just assume you want to add some
supplementary information for example.
We going to go to our folder
and in "Thesis chapter"
we have a Template document.
we're going to duplicate this one
and we just going to call this one
"6 sub information.indd".
Like this.
Now we going to add this one to our book.
We can click on the plus sign here
and then we add this one with *Open*.
Now it appears in our book.
You also would be able to move those around in your document.
But we want to keep it for now
in the end of our thesis.
So you could imagine in here
you would add some supplementary information for example.
How ever we don't really need this one.
So we going to remove it again.
and it's also a good idea to save
your book from time to time
and we can close this one.
And now we are back on our starting page.
Next we need to start to get some text in here.
And here you have basically 2 ways to do this:
You can write your text directly in InDesign
or you can use for example google documents
to write your text here
an put if from here into InDesign (and do the formatting in InDesign).
Both (ways) have advantages and disadvantages
if you write it on google docs for example, it's really nice that you can share it
for example with your supervisor
over here for example.
And then you can also allow people to
make comments. So for example I could just click here
and say I write a comment.
And you supervisor could add comments into your text
and you can work on the same document very easily.
The disadvantage is that you need to do all the formatting later on
you need to copy those things and need to bring them
into InDesign
and do the formatting if you're done writing.
So this is why I prefer to
use InDesign directly as a writing program
but lets see how to get your text from google docs
into InDesign and do the layout when you're finished writing.
If you gown to the first page for example, we have now our abstract copied
we can just paste it in here.
like this.
And now we need to delete the headline
And
Now we have to do some formatting
for example the Latin species in here
we need to write them italic.
And this can take quite a lot of time, so this is
very tedious to do this
in the end, if you imagine you have 200 pages and you need to do this on every page
so it depends on your personal preferences which way
you want to chose to go.
Lets also put some
stuff onto the next pages.
We go back and we copy the rest.
Because now I can also show you how
to create numbered headlines in InDesign.
Lets move this out of the way.
We can delete the introduction in here
so the first headline would be
in here "Head 1" [Paragraph Style].
This would be the first level
but we already have this above, so we can delete this one
and now this should be the second level
and we go on, we need to remember that we need to
place a figure in here.
We going to do this later on.
And then this would be
a second level headline for example
and this (one) the third.
And so on.
Something like this.
We can fit this into the frame.
We can also delete those
things we don't need them any more.
And it's also important to know
that you always need to have 2 pages
that are threaded together with a text frame.
Like here, so we don't see this thread at the moment
but we can go on *view* -> *Extras* -> *Show Text Threads*
And now we see those text frames are linked
and the text will flow from this frame to the next one.
And if I have reached the button of this frame
it will insert automatically new pages as needed
but this only works
when I have at least 2 pages
that are threaded by a text-frame.
This is very important to keep in mind.
Let's save this one.
And this one as well.
Next I want to explain how to insert a figure into InDesign.
So if we take for example a picture
we can just drop it into InDesign.
Like this.
Let's just take another one.
Now you want to think about
how to combine those 2 pictures into a figure.
I would say we can
make them spaced out over the whole page.
Something like this.
Therefore we would need to increase the size a little bit
that they fit well together.
This should be fine.
if you want to get a spacing between those pictures
I would for example say
you always keep the spacing, the distance between pictures
with 5 mm.
You can use those 2 buttons
to control for spacing of your pictures.
so you click this once.
It's moved a little bit to the left
and the we can just select this picture and drag it out to the right.
You see it snaps to the border of the text-frame
because I have "Smart Guides" activated.
You can activate smart guides
under *View* -> *Grits & Guides* -> *Smart Guides*.
Now we can move this to the side
on our pasteboard
and in here I double click on this
to rescale the picture.
I always hold the *shift* key
to make it scale proportionally.
I also will scale this one.
Something like this should be fine.
Next I going to make them the same height.
You can check in here
how height they are.
So you see this one is 79 mm height and this one 79.5 mm
so we just going to (change this one to 79 mm) and now they should have the same height.
We can also align them on the bottom, to make sure they are aligned (correctly).
Next I would like to get some labeling like "A" and "B" on this 2 pictures
and I have here the template box.
We can double click on this master page.
And in here I have already prepared labeling for you.
So you can just copy this one
and we can go back to our page
and we insert it in here.
Now to get this labeling in the right position on your pictures
we going to distribute them accordingly.
And you select both, the labeling and your picture
and you align them to the left and to the bottom.
You do the same with picture "B".
And then you select both picture labels
and move them up 5 key strokes
and move them to the right 5 key strokes.
Now we can select the whole thing
and press *cmd* + *g* to group it as one object.
If you use figures
you should always put your pictures inside of a text frame.
so we create one here.
and we going to copy this picture
and place it into this text frame.
This will help us to keep the picture labeling and  the picture itself
together in our running text.
Under here we can select
the figure numbering and give this picture a description.
Something like this.
We can also make "A" and "B" bold with the Character Styles
to give it a nicer structure.
Then we need to reduce the size of our frame here
and make it snap to the border of our picture.
Let's see how wide this one is
ans we just set the same width
for our text frame as well.
Next we going to select the picture inside our text-frame
and we going to assign
this object style, it's called "Picture"
to the picture itself.
And this will decrease the spacing between the picture and the figure.
And also you can later on edit
the distance of your text and the picture itself
with this object style on all your pictures.
Now we can copy this one, the whole thing
and paste it into our text.
Let's delete this one.
And we first want to assign the (paragraph style) basic font in here
to get rid of this indent
and then we just paste the picture inside here.
Like this.
And we can go on preview
and I think this looks quite nice.
Lets go back again.
One tip to the side
I would recommend you to copy this one again
and paste it in here
And to delete this text frame
because now (the picture is) inside our running text
and the running numbering of your figures
it's better for InDesign if you delete those things
because then InDesign gets more stable.
also you can ungoup this one.
And you could do now changes in here
just keep it hanging around on your pasteboard
and if you have (made) changes, you can group this one again
delete this and then paste the new one in.
Also to remember to also apply the (object) style again
to the picture itself, to get the right spacing.
Next I would like to show you how to create tables
therefore we going to open our results document.
And let's say we want to insert a table in here.
We can do this by going to *Table* -> *Insert Table*
And in this case we need let's say a few rows
and I know that I need 4 columns
and I'm going to select the style "Basic Table".
Now we need to get our data
and I have some sample data for you
in the exercise files.
We going to open the table "Nanodrop.csv"
We can use for example open office for this.
And in here you can click on *OK*
and then you can copy your data.
We don't take the headline with us right now.
Just copy it.
And I see now we need 5 columns
but it doesn't matter, we can paste it in here any way
and (InDesign) will extend our table.
Now we need to shrink it again, (so it fits) in our text frame
and we hold the *shift* key and we move this one
and this will let all columns move
to the side if we rescale it.
Next we want to add a header for this table.
Therefore we going to go on *Table* -> *Table options* -> *Headers and footers...*.
We want to have 2 header rows.
We can click on *OK*
and in here we will paste our headlines.
Let's go back to open office.
We just going to copy this one
and paste it in here.
Now I want to merge those cells
you can do this by clicking this button.
And this will make the structure a little bit more clear.
And we can call this one "Measurement 1"
and the other cell "Measurement 2".
Next we can select our cells.
And we can check
there might be something wrong with the formatting here, and we see there is a "+" sign.
So we going to
clear the overwrites in here
and now the formatting should be right.
We can now take a look
at our table in the preview mode.
This looks quite nice.
Let's go to the normal ode again
and the only thing that we need to do now is to add a headline.
like this.
And we going to apply
the table numbering style to get
an automatic numbering.
And here we have our final table.
Next we want to insert some cross references
out of our text
that point to the tables or figures that we are using.
To do this, you can create some braceds and say for example "(see ...)"
and here we want to include our table.
And to do this we going to click on the Hyperlinks panel
and we create a new cross reference
with this button here.
The we going to link to this table for example.
This is table one.
We going to select the table numbering paragraph style.
This is this one.
And we select the table
we just have one table in our document, this is table one.
And we want to include only the paragraph number.
And we see here it's now saying
"(see Table 1)".
We can click on *OK*.
And if we now would insert some more tables
even before table one
we could update all the numbers.
I show you later on how we do this.
Then if you want to link to our figure
it's important to realize that our figure
was placed in the introduction
and if you want to link from
the chapter 3, the results
to a picture that is in the introduction
the introduction and the results need to be opened
so we can create this cross reference.
We select in here the figure numbering
and we link to our figure 1
and we only include the paragraph number.
If the figure would be (in) another chapter
we can choose the chapter in here
but only the ones that are open will appear
in this selection menu.
So this should be fine.
You can click on *OK*.
And there we have the reference to our figure.
We can save the changes in our documents.
And now we need to talk about updating
because if we would insert some figures before and after this
if might change also the numbering
of our cross references.
To update those things we go to our book window
and we select all our documents.
We go (into) this under menu
and in here we can update all cross references
so this will update all our figure and table links that we have in our text.
We can also here update our page numbers
and also this is really important
update our chapter numbers.
so lets do this, just in case, right now.
It will take some time.
And we can also update our cross references.
And it tells us now; Well it's updated.
So this should be fine.
We can save this
in all our documents.
The other thing that you need to watch out for
on our front page.
We have a table of contents
and we want to update this table of contents as well.
So we can place
our cursor in the table of contents
and with *Layout*
-> *Update Table of Contents*
we can update the table of contents.
And we see now here it has added some
new entries and also updated the page numbers.
One thing I also want to point out is
that on your master-page
in the template box
you also have some other things that you can use
for example if you have
mathematical formula or you want to insert a quote
or some programing language
you have those boxes
that are also a nice layout element
that you can just copy from here and paste where you want to have them.
Next I would like to show you
how you manage your (REFERENCES / CITATIONS).
therefore we going to open the last chapter
and we have here our references.
I have some more references for you
and you find those in the sample documents.
It's also again in a table, so let's open this one.
And you just copy all of your references in here
go onto the table
and paste them in.
As you can see they are getting formatted
automatically which is really really nice.
Now I would like to sort them alphabetically
and there is a nice script, and this is from Peter Kahrel
and here is the address, I also will put the address where you can download this script
in the YouTube description.
To run this script, you can open the script window
place the cursor into the table
and just double click on this script.
the settings here are all-right, we click on *OK*
and it will sort our table alphabetically
after the authors.
Let's save this one.
Once you're done with your document
and you had it checked by other people
you always again update on the front page
your table of contents
and you also should again
update all your numbering, all your cross references
before you export your document as a pdf.
To export your book as a pdf
you need to select all documents
and then go on *Export Book to PDF...*
First you define a place where you want to save it.
And in here
we should always include bookmarks and hyperlinks
this is nice if you have it as an pdf for online things.
and you can do all the settings you want to do here
but normally high quality print should be fine.
We can go on export.
This will take some time.
And now we can take a look at our finished book.
And now we see it has merged all our documents together
in one big one.
And we see here our really nice layout of our thesis.
We have here our table
and also if you click on the links here
it will jump to the figures
where want if to point with the cross references.
And we have also here our reference list
and there we have our nice thesis.
OK that's it for today
maybe some of you noticed
I didn't use the GREP styles that we developed in a few tutorials before
and this is because the GREP styles for formatting your references
make InDesign very slow.
So there will be another tutorial in the future that will show
how to use the same GREP styles but
how to use them in a way that it doesn't slow InDesign down so much.
So this is something for the future.
Also in the next and final tutorial I'm going to show you
how to use Illustrator with a set
of templates that I created for molecular stuff
like PCR an so on.
And I'm going to provide those to you as well
so you can create your own flow charts and diagrams
if you work at some point in the lab, so
until next time bye bye!
