Category Archives: Using Type

Using Hierarchy

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This is the second half of last week’s piece on hierarchy. After giving this topic a week’s worth of thought, I realize that I’m not going to teach much of anything in this article. The subject is too broad. There are too many caveats to keep the end result down to a concise read. If you’d like to learn more about hierarchy, teach yourself something by trying things with hierarchical structure you’ve never tried before, which may or may not be illustrated and narrated below. The type in this piece comes from a previous Great Pair featuring Sindre Bremnes’s Telefon with Robert Slimbach’s Minion.

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Above illustrates a couple of common approaches to hierarchical ordering. Breaking content down into logical groupings, and presenting them in an accessible order is what an effective hierarchy does. Beside obvious or common ways of accomplishing this (mostly reliant upon a header’s type size or numbered systems), there are other and better ways.

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As mentioned in the piece before, a difference in scale can be measured by the negative space surrounding the element in question. Above I waste a spread in order to create a rhythmic disruption in the book at each chapter break. Below, I use the same content to create a different set of elements. The introductory text is set at the same size as its header (presumably in contrast to the type size in subsequent pages).

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If it makes sense to do it, a change of layout can serve as a hierarchical device. Rather than use all your space for a main column of content, keep some space free for important notes of various kinds. Also, I recommend the common-sense stuff such as keeping all body text the same size, adhering to a baseline grid, and setting up styles properly.

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Make use of sequential imagery, whether graphic, photographic or by using simple blocks of color, or colored type, or a device as simple as a progress bar. There are boundless intelligent ways of establishing and getting the most out of a clear, useful hierarchy, and if there’s one thing you take from this, I hope it’s that your education in this regard will be self-led, and fun if you remember to set fun rules to play by. Using Type continues here Thursday.

Understanding Visual Hierarchy

Now that we’ve got the scale of text type talked about, however successfully, (I think I’ll end up completely revisiting that subject later, when I’ve got a better approach worked out) we can move on to the relationships created by scale.

Hierarchy-1

Visual hierarchy – whether used in a magazine, book or other long text, or on a single page or slip of paper, or a sign or system of signs, or in the presentation of a single piece of data in relation to a larger data set – serves to draw a clear relationship between the one thing, and the whole thing. Hierarchy obviously exists beyond the visual. There are levels, real, imagined, and imposed, in and upon any medium. The organizing principles are essentially the same at whatever scale. And we should take into account things like hierarchy in non-visual media, but this is already beginning to get deep, and that’s probably a full discussion to have some other time. I’ll put it on my list, and keep the rest pretty light and practical.

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Using type to create hierarchy is more than setting headers and subheads at different type sizes; but can incorporate several principles of design, such as scale, composition or arrangement, pattern, and pacing, contrast (above all), and probably more if you care to go looking for examples. Even if all the type on a page is the same size, such as in a resume, we can still draw conclusions about the related nature and relative importance of each piece just by looking at what it’s grouped with, whether it’s set near the top of the page or the bottom, whether it aligns the same or differently from elements around it, and how much negative space it requires above or beneath it, or to one side. The following are a few bits of advice, which we’ll get into with more depth next week.

Separate the content from its navigation.

Just as a policeman is capable of policing in large part because of what he wears, the navigational elements of a document should set themselves apart from the content in order to be in its service. This can be made to work simply by setting the navigational type in a complementary voice (using a different typeface or contrasting style within the same face), or by using any number of techniques to break up and separate the two.

Understand the complexity of the piece you’re working on, and get rid of as much of it as you can.

If you’ve got seven main levels of hierarchy, but only really use four of them regularly, then condense, adapt, rearrange, erase, etc. (to the extent you can) to get it down to four. When I’ve had to do this in the past, the client has been generally happy that I take interest in the content’s accessibility and readability, not just its appearance.
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Make sure the hierarchical steps are well-defined.

A header with a lower-level header set just below it should appear as such. The audience should not be left to wonder why these two appear so similar to one another, nor should they wonder if there’s room for a step in between. Find a way to differentiate, so that each step down can occupy and own its place in the hierarchy.

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Switch up your approach.

If you’re laying out a numbered-item proposal, or some very sequential piece of technical writing, such as product documentation, you’ll soon find that additional left indent accompanying each level of hierarchy will lead to some ungainly narrow columns, high page counts, and odd margins. Create systems that reset themselves periodically, using all the ways you can think of to diversify the content within each level.

That’s all for now. Using Type looks more closely into visual hierarchy on Thursday. A special thanks to Octavio Pardo’s Sutturah, featured here in a small way (outside its use in the title graphic). Its period character used at different sizes illustrates the points above.

A Sense for Typographic Scale, continued

I didn’t really get at what I was hoping to convey with the last piece on developing a sense for appropriate typographic scale. Which is a real shame considering how fundamental it is. It’s true that if one does the exercises I prescribe, the result is likely a furthering of the development of this sense that’s both difficult to describe and impossible to confer. After giving it a couple weeks’ thought, I now see that what’s really missing from all this talk is an ultimatum, and more bad examples.

Scale-1

I’m calling this a sense, because if it were only a series of techniques, they would be easily acquired. Like a little child’s sense of balance, or a motorist’s sense for the road, one is not born with an eye for typographic scale. It develops and refines over time and with experience. This ability to feel and not merely see type, is the indispensable characteristic of typographers who know what they’re doing.

Here’s the ultimatum. Great and mediocre designers diverge on this point: having developed senses specific to typography. Your demonstrated ability in this precise area – that of scale – is impossible to hide. It will be one of the first signs of the quality of your work. So you had better learn this. Here are some examples of what not to do. For similar examples with properly used type, refer to my previous post. Seems like I wrote this out of order.

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Above: Notice how the type, Fry’s Baskerville, is too light and spindly on the page. A closer look below reveals that its fine details and tight fit make it suited to display settings of, say, 20 pt and up.
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Below is Tony Stan’s ITC Garamond, deceptively given the weight name of ‘Book.’ But, don’t be fooled; this is more of the same. A type style drawn for display, but unlike the above, it’s additionally been poorly adapted to function as text. The letter spacing is tight and the contrast of the letterforms is overpronounced in all the wrong ways. If you’re going for a late ’70s – early ’80s vibe, this will get you there.
Scale-5

Which could cause one to think that lowering the contrast is all that’s required. Below,  Jos Buivenga’s Museo shows it isn’t so. Because Museo is designed to work as a display face, it limits its ability to function well at text sizes. Notice how similar a feeling ITC Garamond and Museo give off when setting text. And you can achieve this with nearly any display face.
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Lastly, Cyrus Highsmith’s Novia is a set of two size-specific script faces. Be careful not to do what I do above, which is ignore that the design is size-specific. Since the style is inspired by the engraving discipline, the fine hairlines above should match in weight. How? Either by keeping the size consistent, or by using the Light weight at an appropriate scale. Similarly, it would be inappropriate to use both the Regular and Light weight at the same size, unless it’s for the purpose of showing the difference.

That’s it. Again, the previous piece on type scale should make a lot more sense now. Thanks for reading. Using Type is a regular Thursday deal.

Stylizing digital sheet music with music fonts

For composers, songwriters, and those who dabble in transcribing music for fun, digitized sheet music is often found left with their default fonts in tact. Music notation software such as Finale™ or Sibelius™ automatically loads music fonts on the user’s computer upon install — Finale uses a music font labeled as “Maestro” by default while Sibelius typically uses “Opus Std” for music notation. On top of these music font settings, Times New Roman is usually paired with these music fonts by default, though in Sibelius the default font depends on what type of score or instruments you’ll be writing music for.

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Plantin Std paired with Opus Std in Sibelius for the default piano score template

The majority of digitized sheet music may look similar to the transcription above, but if you feel like stylizing your sheet music, it’s quite easy to change font settings in Sibelius. With the addition of Urtext Music Fonts type foundry, we’re happy to give composers and arrangers options to make music look better.

If you’ve already started composing or transcribing your song in Sibelius, you can edit your font selection and apply it to your existing notation.

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Main Text Font — By changing this font, you’ll change the text that shows the composer and part names (as in the music example above, where “Piano” and “Muzio Clementi” are noted). You can choose any (non-music) font you have installed on your computer.

Main Music Font — This selection will change all common music symbols, such as  key and time signatures, notes (both noteheads and flags are affected), and rests.

Music Text Font — Any additional expressive or articulation markings will be affected by this font selection. This includes dynamic markings (such as the bold “pp”s for pianissimo and “ff”s for fortissimo) as well as fermatas and trill markings, which are briefly explained below.

Here are some examples of dynamics and technical markings in Urtext Music FontsKapellmeister OT (in purple):

musicmarkingdefinitions

Once you’ve decided which font you’ll use for text and which font(s) you’ll use for the music notation, hit OK and watch your sheet music be transformed. In the example below, Plantin has been switched out for P22 Morris Golden and Opus Std has been switched out for Clementi OT, giving the excerpt from Muzio Clementi’s Piano Sonatina a more appropriate feeling:

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In a side-by-side comparison, the following excerpt starts with the default music font (Opus Std), and where noted by the asterisk, changes to Clementi OT:

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Other major differences are usually noticed at the beginning of the music, with the key signature (in this piece, the sharp “♯” sign) and time signature (the “fraction” 2/4). You’ll also see a difference of style in the way clefs (here, what precedes the “♯” sign) are drawn between music fonts:

sibelius-keysignaturecomparison

To those unfamiliar with music notation, you can see also differences in the music fonts by comparing the design of the notes — the shape and weight of the notehead (the round part of the note) may differ as well as its flags (the part that waves itself off note stems on eighth notes, sixteenth notes, and any other note that has flags). This is better seen than explained; below is a comparison of eighth notes (again, in purple) in the Urtext Music Fonts available at FontShop:

urtext-eighthnotes

You’ll notice that some noteheads are more elliptical (like that of Brumaire) while others are more round. Also, some flags are straight and angular while others are curved. With tastes and styles in music so varied, why should sheet music all look the same?

While Urtext’s range of music fonts address traditional styles, capturing the feeling of hand-engraved music from the Baroque and Classical periods, these music fonts are still fit to be used for any modern-day composer.

A Sense for Typographic Scale

Before I can really get to hierarchy, which is the next subject of our study, there’s one thing that needs covering on its own. The typographer (that’s you) needs to develop a sense for typographic scale. Unlike the five senses, this is a learned sense, an elementary principle of typography and one that easily and commonly goes unmastered. Experienced designers and the typographically immature tend to differ here most noticeably. So in this brief piece I’ll do my best to give a specific definition of the question and share a few exercises that may open the eyes of the young typographer. It will be difficult however to properly demonstrate, since for many the principle can feel quite nebulous, and also since this is being conveyed over the web – where you’re viewing it at who knows what size or at what distance. (It’s not safe for me to assume you’re seeing it at 96ppi like I am.)

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Or more like 114ppi on my notebook computer. If you’re looking at this site on a mid-2011 Macbook Pro or similar model, the image above should be about actual size.

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Just checking.

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Okay. To start, We’ll focus on body text, though the principle extends to all settings, all media. Though digital fonts (or any vector-based artwork) are size-independent, text type is pretty size-specific. Ever read a book where the text is set just a little too small? It’s a pain to look at it. Too large and it loses its firmness. It’s no fun to read. Somewhere in between there, provided the measure and line-height are cooperating, the natural rhythm of the text begins to resonate with the larger composition’s own physical properties.

To get there

A starting point is to reduce the type size until its stems take on a linear quality. This is admittedly a bit subjective of a criterion, but after testing a tight range of text sizes for a given piece, I think the more successful options will speak up quite clearly. Insofar as you can, the tests should be in as near the final medium and process as possible. For example, if it’s a print piece, print out your initial explorations and plan several trips to the printer for tests. Below are a couple of explorations of scale set in Nick Shinn’s Scotch Modern Regular, less and more successfully fitting the dimensions of the medium.

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Note that Scotch Modern comes in a range of optical sizes from Micro to Display for setting type at specific sizes. Micro is designed to work below conventional text sizes. Display is for larger settings. One easy way to test whether these various cuts are being sized properly is to compare the hairline strokes. All should be close to equal in weight. And if you use any borders or rules in the composition, the stroke weight of each should be conscious of the weight of the hairlines. Below: three optical sizes of Scotch Modern.

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Other faces, such as FF Clifford by Akira Kobayashi, specify exactly at what size each cut is intended to be reproduced. Below is FF Clifford Eighteen, Nine, and Six.

FF Clifford optical sizes

Because all media is different, I’d recommend even further testing to see if 8.75 pt or 9.125 pt or somewhere in between works any better. Use similar fractional-unit testing with your line-height/baseline grid settings to make sure the body is optimally holding together. Through all the tests, and through using your eyes, I’m pretty confident your sense for scale will develop.

Lastly, remember to keep in mind the distance from which your work will be viewed. Even though a display cut sounds like just what you might need for a billboard-sized piece, if it’s going to be viewed from the road, the same principles of scale for text apply. Use a text cut.

That’s it for now. Let me know if this came out clear or hazy, and what questions I left you with. Thanks for reading. Using Type picks back up on Thursday.

What’s the Best Font for Resumes?

We’re designers, you and I. And when family or friends come to us with their awful resumes, we strip them down to their essentials, fit them to the allotted space, give them some decent margins and properly tension the page. They get the interview; they get the job. Why? Maybe it’s because they had the added confidence of a professionally composed resume. Or maybe their new employer just thought something felt right. Maybe their resume worked.

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So what’s the best font for resumes?

When I’m asked this question by designers, my response is usually, “The best font for a resume that does what?” “Oh,” they say, “Well what I’ve got’s not working. I need one that looks better and represents who I am.” “And who are you?”

This often leads to a discussion about what the field and position is, who the applicant is, and of what whom needs convincing. Why so many questions? Can’t I just name a font? I could, but as it turns out, this is precisely the sort of question I get from people who are in no position to receive an answer. Imagine me entering a hardware store and asking where the best nuts for bicycles are kept. “A nut for what size bolt, sir?” the clerk responds. “Uh, one on my bike. I’m not sure.” The clerk tries to be helpful, “Do you know if it’s metric or customary? How about the thread?” Me: “Ooh. I could try something flashy; got anything chrome plated?” One would think that because I ride my bike everyday, I might take more interest in these little details. In my example however, the reverse is true. I don’t even own a set of wrenches—I’ve never picked one up in my life. I don’t know the difference between a crescent wrench and an allen wrench. Luckily for me, bicycle shops exist.

To the professionals now reading this who do not consider themselves designers (we get mostly designers here), hello. I presume you come with the same question. Let’s stop for a moment and answer it. The best font for resumes is Palatino. You can get it here but check your word processor’s font menu first. It’s likely already waiting for you. Moving on.

You see, fonts don’t fix your resume’s inability to accomplish its basic tasks. That’s the job of design. A designer can with a single text face create many successful compositions, pursuing varied and nuanced qualities or styles just by the way the type is arranged. It’s at this point, after a designer has developed a sense for and command of his or her type, that he or she is in a position to benefit from having the “best” font for the job. And the questions these designers ask me are much more descriptive. “Could you suggest a good warm sans with an American feel, but that doesn’t look too dated?” Yes. I can, in fact.

Hey non-designers, still with us? Forget that Palatino thing. That was just—well—when people phrase the question that way, “What’s the best font for …” they’re usually out for a simple and inexpensive answer. If I suggested that the best font for their resume would cost them $125, they’d probably rephrase the question in a hurry, “I meant the best one out of the options already on my computer.” This is generally what I read the initial question to mean. If however, you’re still willing to put money on this, let me suggest the best place to spend it: hire a designer. Your designer will be able to see the problems you can’t, and has the tools and experience to create for you what you need. Okay, but what if you’ve got no budget for design? It’s rare, but it happens. I would then look to my circle of friends to ask if there’s someone they know who could spare an hour.

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Opening it back up to a general audience, let’s return to the question of who you are, because I think here’s where we’ll find the best clues on how to design this resume and which typefaces will work with the composition. Think descriptive thoughts, and write down descriptive words. Professionally speaking, who are you, and who do you want to become, and what kind of work will get you there? If that doesn’t give you enough to work with, consider your influences. Describe the music you listen to, the writing style of an author whose books you read, the city or country you live in, the way your parents or siblings talk, or walk, the sound of the musical instrument you play. Finding some descriptors that work? Now use type in an understated way that fits the description. Different faces will perform differently in this role, so I suggest using something fairly versatile starting out. Robert Slimbach’s Minion is a popular one. I’d also recommend Thomas Gabriel’s Premiéra which I’ve come to know well. As your ability to create and control context becomes more refined, you’ll be able to identify and incorporate the characteristics of different typefaces into your compositions.

A few last bits of advice: Work with the text in a single size. Use placement and typographic features such as italic or bold, as well as advanced features like small caps, to create a clear hierarchy. The colors used should offer sufficient contrast as well. I recommend black on white. And here are a number of other considerations from last week’s piece on the same subject. Good luck. This feels more like a homework assignment than a how-to, but maybe that’s best. Typography is a discipline that’s learned by some study, but mainly by practice. Using Type continues here Thursday.

A Designer’s Resume

We see plenty of designers’ resumes here, and thanks to a recent opening at FontShop, have seen and continue to see plenty more. So after a brief discussion with the editorial board yesterday, we decided it would be apropos to spend a couple articles in this series on resumes. Specifically, our own resumes. Ones that can and must stand up to the scrutiny of designers and art directors who are in a position to hire us. I’ll share typography-specific insights as they come up, but for the most part we’ll be sticking with general design principles.

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After the cover letter, the designer’s book, or portfolio, is likely the first thing seen by a design studio or agency. If the work is good, the resume generally determines who gets called in for an interview. If the work’s no good, no one looks at the resume. When a resume crosses my desk, it’s a similar process. I see the overall composition first, and then if there’s a demonstrated ability to practice the principles of typographic design, I see the content.

Both the design and content of your resume should exist to serve its audience. Start with the content. Include your name and how you may be contacted, pertinent work and education information, etc. and exclude the rest. Fit it on a single page.

Now you can give appropriate form to your content. (And obviously since you’re the author, editor, and designer, your content can be trimmed or extended as needed to fit the form you give it.) Just to make a quick point, this managing the give and take of form and content happens to be what design is. For all the time we spend styling content and calling ourselves designers because of it, let’s not forget what designers must do in order to be designers.

A few general guidelines and you can take it from here. Create a clear visual hierarchy. Adhere to a baseline grid. Use adequate margins. Demonstrate proper use of typographic scale. Use figures, punctuation and symbols properly. Have a second set of eyes you trust check your work, including final design, spelling, and grammar. Here’s a rough sketch I did.

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Don’t

It’s rare that I’ll give specific instruction on what not to do, but in this case, yes, here are some clear don’ts.

Don’t be too clever with the medium. If the final version is on a nonstandard paper size, make a standard version that will e-mail and print properly without your supervision.

Don’t include the icons of Adobe’s Creative Suite for the purpose of demonstrating the depth of your experience with design software. If you designed these icons for Adobe, you may put them in your portfolio.

In fact, I don’t generally think it’s helpful to list all the software titles you use, ever.

Don’t feel you have to brand yourself. Remember that you’re a person, not a commodity.

That’s all. I’ll go into a bit more depth next week, and maybe touch on the burning question, “What’s the best font for a resume?”

Using Type: Tabs, Nested Styles

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Tabs and nested style settings in InDesign aren’t hidden away anywhere, but the ins and outs of their use can still be tricky. As a brief addendum to Using Styles Properly and last week’s how to on figures, I thought I’d demonstrate a couple of techniques for automating the application of styles, which happen to sometimes require a good understanding of tabs. The above example uses a character style, a couple of paragraph styles, and is set in FF Milo and FF DIN Round.

Show Hidden Characters

First, when working with any kind of information that requires a tabular layout, make sure you can see exactly what’s there, and what isn’t. This means turning on invisible characters. Type > Show/Hide Hidden Characters. Now we can see our tabs, represented as guillemets, spaces, shown as vertically centered periods, as well as various break characters, etc.. As covered in Using Figures, the decimal points of the numbers above should align vertically. This is done by using a decimal tab as opposed to the left-, center-, or right-aligning tabs shown at the top left of the tab panel. Upon closer inspection, the decimal tab additionally works with “any specified character” in the “Align On:” field of the same panel. Think for a moment of a case where you might want to align to an arbitrarily specified character.

Align to "s"

I admit I didn’t think of anything all that useful beyond the obvious, but I’ll keep thinking. End of detour.

Repeat tabs

Since the columns of figures I’m working with are all of equal width, I can specify the first interval, and then repeat the tab position automatically. Another way of wielding tabs with precision is by placing guides on your document, or of course, by performing arithmetic. Tip: if you want to move a tab by a half inch, type “+ .5″ at the end of the contents of the “X” field and hit enter. After setting this line as a paragraph style by simply keeping my cursor blinking on the line and clicking New Paragraph Style, I was able to apply this style to all the lines. With the top line, the exception, I adjusted the tab over the center of the first column, changed it to a center-aligning tab, set the next at the same interval, and repeated the tab just like in the image above.

Center-aligned tab

All lined up. Now on to that character style I apply to the ‘month’ label along the left edge.

Month labels

By the way, I don’t show you this so you can repeat it, I do it so you can become familiar with the possibilities and come up with even better ways of using styles and saving time producing your own work. The first thing I did to create the style was change the font to FF Milo. Then I took the size down slightly, painted it white, raised it off its baseline some, and applied the all caps feature, available through the Character panel. (By the way, this isn’t the same as Text > Change Case > UPPERCASE. If you’re a CSS hacker, this is akin to text-transform: uppercase.) Then I gave it its magenta background, which is in fact a thick underline. I also put a space on either side of each month label. Then, highlighting the characters I had just changed, I hit “New Character Style” in the Character Styles Palette.

In order to apply the magenta and white character style I had just created to the rest of the lines in the table, I opened up the paragraph style I had called ‘entry’ and went to its Drop Caps and Nested Styles page.

Nested styles

Because I used a preceding tab on each line, I set the first nested style to [None], then the character style ‘month’. The style applies itself automatically up until that second tab, just where I want it. Now if I have pages to format similarly, I just apply the paragraph style and I’m done.

I kept this example relatively simple, but by all means, go nuts. Nest twelve character styles across four lines and three forced line breaks, systematically cycle through all the weights of a typeface, and put a bar chart in the center column.

Thanks for reading. Any questions? Feel free to ask in the comments. Using Type continues here Thursday.

Using Figures

This part on how to use figures will be even simpler than last week’s piece on what different figure sets exist and why to use them. We’re working in InDesign today, but general principles apply across any typesetting system that uses OpenType.

Using Figures

Accessing proportional/tabular old-style/lining figures via OpenType

These are attributes that can be applied at either/both the paragraph or/and character level. As a rule, I tend to apply figure styles as generally as possible first (at the paragraph level) using styles when appropriate to the job. Below, FF Videtur’s default figure style is proportional oldstyle.

Apply figure styles generally first.

When there are exceptions to the rule, specify at the character level.

Screen Shot 2013-03-21 at 4.23.02 PM

Fractions, Superscripts & Subscripts

Fractions, super/subscripts are best set at the character level. A time-saving tip – rather than chasing through menus for each change, just highlight the section of text, hit Command+Return (Mac OS) or Control+Enter (Windows) and type the style you’d like applied in the Quick Apply dialog.

Quick Apply at the character level.

Fraction

Fractions can be set at the paragraph level, but I advise against it unless you know the copy you’re setting doesn’t include things that can be confused for fractions such as casually written dates:

Casual dates can mistakenly be converted to fractions

Small cap figures

These are easy. Just apply All Small Caps to a character range, and the appropriate figures should automatically swap in.

A few last thoughts on tabular settings

When setting figures in columns, the decimal points should line up. How? One way is by using tabular figures and aligning the text flush right within a narrow column. However, the better and more consistent process is to insert tabs and decimal tab stops. This can be applied at the paragraph level, making document-wide changes much more manageable. I also recommend showing hidden characters when working with tabular information generally.

Digit tabs

Hidden characters

That’s all. Maybe I should do a short piece just on tabs, or one just on nested styles as a follow-up to the Using Styles Properly. Please let me know in the comments. Using Type continues here Thursday.

Understanding Figures

This piece is to serve as a quick note on figures: What they are, and when and how to use them. My Belgian counterpart, Yves Peters, has already written a much deeper and more comprehensive look into figures, two in fact, that I hold up as a reference. I’ll try to keep my own comment on the subject as short as possible in order to justify its existence.

Using Type, set in Bryant

Figures are to numbers what letters are to words. Just as lowercase letters range above and below the x-height and baseline of a typeface, ranging figures – or text, lowercase, or old-style figures (these are synonymous terms) – have ascenders and descenders. This formal quality of the figures gives them the ability to blend in with a body of text with minimal disruption, leading to better color on the page and arguably a better experience for the reader.

Lining figures, often the default, are full cap height. These work best with all-caps settings.

Figures

Tabular figures are for setting information in rows and columns. The word tabular refers to the figures’ spacing. They’re all the same width. When it’s desirable for figures to align vertically, say, in a list of telephone numbers or an actuarial table, the figures’ common width allows this. Tabular figures can be either lining or old-style. At the time of this publishing, March 14, 2013, the blog’s body copy is set in FF Milo Serif Web, which defaults to tabular lining figures, as do all Web FontFonts. Figures that aren’t spaced to a common width are generally spaced proportionally.

Tabular figures

There are more. Often, a face that includes small caps will include one or more sets of figures sized to fit specifically with its small caps. Super- and subscripts, also called scientific superiors and inferiors are also common, usually either lining or ranging, rarely both. The same is true of fractionals, or numerators and denominators used by OpenType to create arbitrary fractions. As a rule, numerators set slightly lower than superscripts, denominators slightly higher than subscripts. Some faces, such as Nick Shinn’s Scotch Modern, highlighted yesterday in Great Pairs, have an additional set of numerators and denominators for setting what are called nut fractions, the kind you likely wrote when first studying fractions. When appropriate, special punctuation, mathematical operators, currency symbols, etc. are included in a font to work with these additional sets of figures.

Fractionals, superscripts

I could add here that not everything fits neatly into the above classifications. Uncommon figure sets such as Bell’s or Miller’s three-quarter figures stand between cap-height and x-height. Note how Miller’s range slightly. Also note how occasionally lining figures range slightly, such as in MVB Verdigris. Yves documents more uncommon figure conventions in his piece.

Lastly, there’s no guarantee the set of figures you need exists in the typeface you need to use. Prior to OpenType, meaning just about all fonts produced before the mid-1990s, designers had to license additional fonts should they need the added flexibility of multiple figure sets. This is why on FontShop and elsewhere you’ll occasionally see products marked LF or OsF. These fonts differ only in the figure style included, whether lining or old-style figures.

Next week we’ll talk less and get our hands greasy setting all these. Using Type continues here Thursday.

Using Type: How to Justify Type

Using Type, set in FF Spinoza

Alright, you’ve read the intro on when to justify and what considerations to make when doing it, now let’s get to the how of it. First, before any documents are open in InDesign, let’s fix the default. From the Paragraph panel, select the down arrow in the top right corner, and choose Justification.

InDesign justification settings

Common Term: When typographers refer to ‘H&J,’ they’re talking about hyphenation and justification settings.

InDesign justification settings

Applying the above defaults ensures terrible justification. Twenty percentage points of variation tighter and looser than the default word spacing is simply too elastic a standard. Spaces between words will be both much too wide and far too tight as a result. Instead, vary Word Spacing by 2 or 3 percent on either side. The same goes for Letter Spacing and Glyph Scaling, though I’d keep it to a 1 or 2 percent variation.

InDesign justification settings

And yes, in case you’re wondering I did in fact just say it’s okay to squoosh type, a little. Many designers of text faces take this constraint into consideration and make their designs capable of withstanding modest scaling. But by all means, use your eyes and try it out with the real thing. Once you’ve got a representative sample of your copy set, dial these settings (Glyph Scaling tolerances) back some to see what’s working. (Update In response to one of the comments, I’ll add: If you’re creating a PDF to be read primarily on screen, fix glyph scaling to 100%.) Note that I don’t mess with the Single Word Justification since this is something that’s rarely used, but when it is, you’ll want it to perform as expected. Alright. Provided no other documents are open upon closing this dialog, the values you’ve just set are your new justification defaults.

Justified column

The sample above is justified with the above settings applied. It’s set in Font Bureau’s Benton Sans. Below is a comparison of the default justification settings, left, to the new settings, right. The text breaks at exactly the same points in both samples, which is unusual, but offers a nice apples-to-apples comparison of the subtle differences. Note especially the word spacing on the fifth lines of each.

Default justification settings, new settings

Now to touch briefly on hyphenation. Justification wouldn’t work without it, not without a tremendous copyfitting effort anyway. When words are hyphenated, they should lead the reader from the head of the word, to the waiting body at the beginning of the next line. What I mean to say by that is there’s a logical flow to it. The hyphenated word above, ef-fective, breaks after the first two letters. If it were effect-ive or effe-ctive, it wouldn’t read as well. Which begs the question, how does InDesign know where to acceptably break words? It uses a hyphenation dictionary. But how does it know what language the copy is in? Either you specify it, or it defaults based on the language from its installation setting. The way you set copy to follow the rules of a different language is by selecting the text, either at the character level, or by selecting its text frame, and from the bottom of the Character panel, setting the language. If working with text that constantly flips back and forth between languages, this means that the best way of handling it, at present, is by setting up a character style with the language applied. See Using Styles Properly. Below I adjust the settings on a piece of Spanish text set in Max Phillips’s FF Spinoza.

InDesign language settings

By the way, I recommend limiting the scope of your typesetting work to languages you currently speak and read. If you can’t spot a commonly misspelled word or catch a grammatical error, your ability to operate as a typographer (in that language) will be pretty limited.

InDesign hyphenation settings

My only advice with the above Hyphenation dialog, also accessible from the Paragraph panel, is to look at it on your own and make some conscious decisions, run some tests, etc.. Also, depending on the faces you’re working with, the Story panel’s Optical Margin Alignment setting may offer you a bit of needed latitude, and is worth a try.

InDesign story settings

Now what am I leaving out? Please let me know in the comments. Thanks for reading. Using Type is a regular series on this blog, published Thursdays.

Using Type: Justification

Justified text can be an important stylistic choice, a functional part of your layout, and potentially a time-saver within your overall workflow. Often it doesn’t make sense to justify, but when it does, these general guidelines will help you get the process working for you. This will be mostly theoretical, with a more practice-based piece with InDesign justify settings to follow.

Justification

Why should I justify my text?

Justified text is the alignment of the body text to both sides of its containing column or text frame. This is done most commonly by adjusting the word spacing of each line to push or pull the line’s contents to fit its container. Justifying text eliminates the need to tidy ragged edges, but introduces its own problems as well. Up until near the turn of the 20th century, setting body text flush left was very uncommon. Typesetters justified everything. So there’s one good reason right off – if your brief calls for something to look dated to, say, 1930 or before, justify your body. When possible, reading the text you’re setting is my best advice to knowing how it should be presented. Below is set in Frank Hinman Pierpont’s (after Robert Granjon’s) Plantin.

Justification

Give yourself adequate room.

Narrow justified columns are more trouble than they’re worth. They’re prone to rivers of whitespace, and odder-than-normal breaks in hyphenated words. Below, Nicole Dotin’s Elena in a narrow column with default justification to the left, and with better but still less than ideal justification on the right. (It’s less than ideal because it’s so over-hyphenated.) Sometimes that’s the trade-off one must make, but I say avoid it when possible.
Justification

Hyphenate, copyfit.

Be careful with this one though, since too much hyphenation is an easy pitfall. Also, make sure you’re hyphenating from a dictionary of the same language. I’ll go into more depth on this next week as well. In addition to knowing the language you typeset so you can double check its hyphenation, since the first printed books, typographers and some writers have also altered the content to fit the layout. Copyfitting may sound dangerous, and it certainly can be, so take care if rewording a client’s phrasing and seek approval of any alterations if you’ve not been expressly authorized to make them.

Lastly, know your limits and the limits of the technology. E-readers and webpages utterly fail at present to render well-justified text.

Continue to How to Justify Type.

Using Type: Contextual Alternates, Ligatures

Help! I purchased a font, but I think I downloaded a different one.

Part of FontShop’s sales and support staff, Mayene de Leon gets this impassioned request all the time. So she put together the following basic review on how to access the glyphs that may not appear all on their own at first. My additional notes added, marked DS.

Alternates, Ligatures

If you’re seeing different results when you’re typing with a font you bought and installed on your computer than previews you may have seen online, chances are you purchased a font with OpenType features. If you are using these fonts in Adobe Creative Suite programs (such as InDesign, Illustrator, or Photoshop), you can change the way some of the letters look. Some fonts have variations on different letterforms; for example, the lowercase “a” might have two different shapes or forms for one font. If you bought a font online, installed it, started typing, and realize the letters look different from what you saw online, there are ways to access these alternative letterforms, called “Contextual Alternates”. (DS Other features exist for accessing non-default glyphs as well, such as Stylistic Sets, Discretionary Ligatures, Swash, All Small Caps, etc.. Mayene’s right though to focus on Contextual Alternates as the most common cause for mistaken identity among recently purchased fonts. Of course, not all fonts have or support all or any of these features.) The above example is set in Alejandro Paul’s Storefront.

Contextual Alternatives in Adobe InDesign or Illustrator

Screen Shot 2013-02-21 at 4.32.00 PM

Glyph palette showing Burgues Script

In Adobe InDesign or Illustrator, you can access your Glyphs palette by going to the menu bar, and under the Type menu, you’ll see an option for Glyphs. This will open up a window that will show you all the glyphs — or characters — available for use in a chosen font. (DS This is probably the best way to get a good look at the entire content of the font, and to choose specific letterforms when composing, but if you’d like to simply “turn all Contextual Alternates on,” keep reading. As of this writing, Photoshop still doesn’t have a Glyph palette, but InDesign and Illustrator both have similarly functioning character palettes as described in the Photoshop-only section below.)

Contextual Alternates in Adobe Photoshop

Contextual Alternates in Photoshop

In Adobe Photoshop, if you know which letters have an alternative letterform, you can change it by going to your menu bar, and under the “Window” menu, open up your Character palette. In the upper right of the Character palette, you’ll see a tiny triangle with four lines next to it; click on this icon and windows will pop-up. If you hover over “OpenType” as shown above, you’ll have the option to uncheck “Contextual Alternates” — this will change the letterforms if the font has OpenType features offering alternatives for that letter. The above example is Underware’s Liza Display.

In the example above, you’ll see that Acta Poster Regular OT has two different lowercase “a”s, which you can choose from depending if you check or uncheck Contextual Alternates in your Character palette.

DS I’ll close with a tip: If you work with script faces a lot, consider turning Contextual Alternates and Discretionary Ligatures on by default. In whatever CS app you use to set type, open the Character palette without any documents open, and turn on the features using the method described above. This will become your new default.

Using Type: Getting @font-face Right, Preventing Faux Bold

First, thanks Art Blanc for requesting that I add this brief bit as an extension to Using Styles Properly. Designing with professional webfonts, you’ve generally got two options. Host your own, or go with someone like Typekit or Webtype that handles the hosting and serving of font files as needed. I’ll focus on the first case, but this is still pretty applicable to the second, as it will point out why problems like faux bold and faux italic occur, and how to fix them.

Using Type, set in FF Legato

If you use a single font family of four fonts, don’t specify four separate font-families. This is the most common mishandling of the @font-face rule I see, and the main reason for faux bold’s inescapable presence on the web. Instead, specify the same font-family with each font, and use font-weight and font-style to differentiate them, like this simplified example with FF Unit Web Pro:

All the same font-family

What if I want to use weights within the family that are neither ‘normal’ nor ‘bold,’ like, say, Thin? Use numbers. 100 is the lightest. 900 is the boldest. Units increment by 100. Specifying a font-weight value of ‘normal’ is the same as 400. Bold is 700. Here’s the spec.

And actually, let’s take a detour here and discuss faux bold. When setting up @font-face, the default value for font-weight is normal, or 400. When using a header in your markup, h1, h2, or whatever, the header’s default font-weight is bold, or 700. So if you specify a separate font-family for headers without specifying its font-weight, and then turn around and use it like I use FF Meta Headline Web Pro below, you’re headed for trouble.  Why? Even though the font is called MetaHeadlineWebPro-Bold, since the font-weight isn’t specified, CSS thinks it’s ‘normal.’ Then when the h1 comes asking if there are any ‘bold’ fonts in the family, CSS says, “No, but I’ve got this normal one here I could bold up for you real quick.” Faux bolding is applied.

What could go wrong?

Meta Headline Web Pro Bold, faux bolded

The common quick fix is to specify font-weight: normal; in the h1, avoiding the above described confusion. And sometimes with webfont services, this is what you have to do. But the better way of handling it, is to specify font-weight: bold; in the @font-face CSS. Next time when the h1 comes looking for bold, CSS says, “We have it.”

Now, why’s this better? Because you don’t always know who’s going to come looking for bold, or italic. You might fool h1 into looking for ‘normal,’ but what about h6, or h7, or strong, or b? If you set up your @font-face right, you don’t have to go preempting each of these eventualities. Elements like em or strong find the font they’re looking for, without you having to tell them where to look.

In sum, apply style rules as generally as possible, or if you can, implicitly. That’s all for now. Another Using Type comes on Thursday. In parting, here’s the beautiful Aften Screen, with its totally already-thought-out CSS bundled with the download.

Sparely written CSS

Aften Screen Web

(Update: Hey Alan Stearns! I just read your Say No to Faux Bold and discovered that I must be an unwitting plagiarist. Though I didn’t reference your material at the time of writing this post, it seems like somewhere in the middle there, had I done so, and copied you idea for idea, the words wouldn’t have come out too different. I could claim that I arrived at this independently – actually I will claim that – but still, what’s the use? The two are so close. Anyway, sorry for what must certainly have looked like me ripping you off.)

Readers: though Alan and I come to the same conclusions, he goes into more depth afterward.

Using Styles Properly

Last week we discussed a few basics of setting up and applying styles properly, now let’s do it. All instructions below apply specifically to InDesign, and generally to any technology that makes macrotypography possible through styles.

Using Type

Start fresh, specify as little as possible

In the previous piece on the theory behind setting up styles, I end with the question, “What’s the rule, and what’s the exception?” Let’s start there. If you’re designing a novel or textbook, your audience will spend most of its time in the text. That means the text should be your top priority, and everything else should exist to serve the reader while in her role as a consumer and digester of, referrer to, and participant in the text. When making styles, start with the body text as a new paragraph style.

Body

It’s here where we specify the font family, size, etc.. Since I had already aligned the text frame to the baseline grid before creating the Body style above, now any paragraph that has this, or dependent styles, applied to it will also align to the baseline grid. Wait. How did I create the style? I left my cursor blinking in the middle of the paragraph, and hit the ‘Create new style’ button at the bottom of the Paragraph Styles panel, opened the just-created style, typed Body, and hit enter.

Body settings

The next and subsequent styles you create will be based on this style. Note the ‘Based On’ in the image below. In the Style Settings below it, you’ll see that another style I just created, Body initial, is the same as Body, only without the indent. This I’ll use just after a chapter heading, atop a new section, or after a break in the text.

Body initial, based on Body

Subsequent styles are all based on Body

Styles

A little typographic system is forming, all based on the most common style, Body. Note especially how I applied the italic as part of the paragraph style Quote. I selected the paragraph, hit Shift+Command+I, (that’s Shift+Control+I in Windows), and created a new paragraph. I didn’t specify the italic weight in the Basic Character Formats dialog. This means that if I change the font family in Body later, there’s no need to also come and specify the new font family’s italic here. But—a caveat. This method supposes that the font manufacturer set up their style names properly within a single font family. So check first. If you follow my method of italicization above and nothing happens, you’ll know, and have to go the old route of manually specifying. This is also true if specifying fonts across different optical sizes. Even if it’s a bit of a hassle to specify it though, assuming I make more styles based on these, it will end up saving time and effort if a change needs to be made. And that’s the gist of paragraph styles.

Quote style settings

So what are character styles for? Character styles are exceptions to paragraph styles on a per-character basis. Need all keywords in a paragraph to be blue? That’s what character styles are built for. And as you make more use of things like nested styles, character styles can be a huge time-saver. Thanks to MVB Verdigris for setting this paragraph by the way. Let’s change it to Coranto 2 from yesterday’s Great Pair just to see what happens.

Change the font family to Coranto in one place and everything updates to it.

Above: All I did was change Body’s font family to Coranto 2, and all the other styles automatically changed. Even that italic in the Quote.

Specificity

Paragraph styles work on the paragraph level, meaning from one hard return to the next. (Soft returns, Shift+Return, bump text to the next line inside a paragraph.) You can set a paragraph style without highlighting anything, just with the cursor inside the boundaries of the paragraph. Character styles require that you highlight the part of the text to which you wish to apply the style. (If you have both a paragraph and character style applied to a paragraph, the character style will take precedence because it’s more specifically applied.) CSS-defined styles are applied at the element level, targeted with whatever selector(s) you specify.

Quick Apply

Say you’ve got your styles set up in a small sample of the document you’ll be working on, and now all that’s left is to go through the thing and apply the styles. Particularly if, like me, you’re averse to clicking around with a mouse when it’s unnecessary, I suggest you try Quick Apply. Just leave your cursor in the middle of the paragraph, hit Command+Return and type the name of a paragraph style you’ve created. A little dialog will come up with suggestions. Arrow to it, hit enter, violà. Same with character styles and certain OpenType features (type ‘small caps’ for instance), just make sure you’ve got them highlighted. Enjoy.

And that’s all. My hope is that this introduction to interdependent or cascading styles will help you to think in terms of systems when working with type, and save you from hours of going back and fixing things that robots are capable of figuring out on their own. Using Type continues here Thursday.

Oh! I was thinking of doing a brief demonstration on setting up @font-face styles properly, but I’m not sure if there’s much demand for that here. If so, let me know and I’ll do it. It just seems like it’s something nearly everyone gets wrong. My evidence? The widespread presence of faux bolded heads and subheads on the internet.

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