How to Not Lose Italics and Bold

How Not to Lose Italics and Bold in InDesign and InCopy

Recently I wrote for InDesignSecrets​.com an arti­cle about InDesign CS3’s abil­i­ty to Find/Change object for­mat­ting attrib­ut­es. That post sparked a dis­cus­sion that includ­ed oth­er new fea­tures of Find/Change, whether CS3 would be able to co-exist with instal­la­tions of CS and CS2, and how to clear style over­rides in both InDesign CS2 and CS3. It’s this last top­ic I want to talk about in this article.

On that site, read­er Ed F. asked:

What I’m look­ing for is [an auto­mat­ed] way to find text that is styled with a spec­i­fied Paragraph Style and then over-ridden (pos­si­bly due to an import error), and revert it to the desired Paragraph Style. Neither Find Font nor the new Find/Change appear to be able to do this directly.

The inim­itable Anne-Marie Concepcion answered with:

Clear Overrides can fix the prob­lem once it’s found. But Ed wants Find/Change to find them, and Find Format doesn’t have that option. (”Find Format: Body Style plus extra man­u­al for­mat­ting of any type.”) He might want to use Find/Change because he wants to take care of all instances of local over­rides in a style in a big doc­u­ment … but Clear Overrides can only work a spread at a time, at most.

Ed, you can do what you’re ask­ing already, in CS2.

Find/Change has a â€œfeaturenotabug” in that it auto­mat­i­cal­ly clears over­rides (which some peo­ple don’t like, but works great in your sit­u­a­tion) when­ev­er you spec­i­fy a Paragraph Style in the Change Format area. So say text styled with “Body Copy” para­graph style is all wonky through­out your doc because of var­i­ous kinds of local for­mat­ting. To fix, go to Find/Change and set it to run through the Document. Leave the Find/Change fields emp­ty but click the More Options but­ton to open the Format fields. In Find Format, set it to find Paragraph Style: Body Copy. In Change Format, set it to find the same thing, Paragraph Style: Body copy. Then click Change All–voila, all local for­mat­ting is stripped from para­graphs styled with Body Copy.

If there is some local for­mat­ting you want to keep, be sure to use Character Styles for those…the Find/Change thing won’t clear out Character Style for­mat­ting with­out a bit of extra work. 

Sagacious advice, par­tic­u­lar­ly the caveat in the last para­graph, which is where I want to pick up the discussion.

Local Text Overrides

Any time you clear over­rides on a para­graph style, all for­mat­ing options not specif­i­cal­ly described in the para­graph style, a char­ac­ter style, or in a style on which either is based, dis­ap­pear. If you’ve ital­i­cized, embold­ened, under­lined, or struck­through any words or phras­es, those all revert to unadorned Roman/regular text when you clear overrides.

8 thoughts on “How to Not Lose Italics and Bold

  1. Rene

    While I think your advice is very good, I would go one step fur­ther and make the nam­ing of the char­ac­ter style less specific. 

    Usually I call my ital­ic & bold char­ac­ter styles empha­sis and strong respec­tive­ly. The main rea­son for doing it that way? What if you (or your boss/supervisor) decide lat­er in the work­flow that you want to empha­size pas­sages of text by col­or and not font-style? 

    I know you could eas­i­ly change the char­ac­ter style at that point but I just think it’s a good work­flow habit, espe­cial­ly when work­ing with lots of oth­er folks. It also makes eas­i­er for those of us with one foot in the print world and the oth­er on the web.

    On anoth­er point, I strong­ly dis­agree that Adobe or Quark should pro­vide default char­ac­ter styles. I hate the Basic Paragraph style enough as it is, plus if I want defaults char­ac­ter styles I can cre­ate when no doc­u­ments are open.

  2. Pariah S. Burke Post author

    Thanks for the feed­back, Rene.

    Usually I call my ital­ic & bold char­ac­ter styles empha­sis and strong respectively.…It also makes [it] eas­i­er for those of us with one foot in the print world and the oth­er on the web.

    Clearly, I’m like you, one of those with a foot in each of the print pub­lish­ing and Web pub­lish­ing worlds. I have to say, though, I’ve nev­er liked the EM (for empha­sis) and STRONG tags, and I’ve been work­ing in HTML since before they were intro­duced. Renaming Italics to Emphasis is to lim­it a 500 year old inno­va­tion only one of its uses in print­ed communications.

    Italics, as I men­tioned in my arti­cle, are used in writ­ten English to cor­rect­ly set the name of self-contained titles like book, film, tele­vi­sion show, play, mag­a­zine, and Website titles. They’re also used to iden­ti­fy cer­tain types of prop­er names such as ship, boat, and oth­er ves­sel names. There is no inher­ent empha­sis in a book title or a ship’s name, so in XHTML, where every tag is part of a log­i­cal descrip­tion of the con­tent struc­ture, why would you iden­ti­fy a a book title or a ship’s name has hav­ing EMphasis? We’re not allowed to use <I> for ital­ics any longer, so if you want to type a book title but with no par­tic­u­lar empha­sis of voice, which tag should you use? Should you wrap it in a SPAN and give it a class named ProperTitle or NonEmphasisItalics? The W3C requires that all men­tions of such titles or names be wrapped in EMphasis HTML tags–if one wish­es to adhere to prop­er gram­mar, that is. Clearly, the W3C did­n’t think through its deci­sion to replace <I> with <EM>. The replace­ment of <B> with <STRONG> was sim­i­lar­ly myopic.

    I could go on at length about why EMphasis and STRONG are obvi­ous­ly igno­rant and arro­gant choic­es on the part of the learned mem­bers of the W3C, but in this pub­li­ca­tion, focussed on print appli­ca­tions, work­flows, and pro­fes­sion­als, such a con­ver­sa­tion would be far out of place. Maybe we should con­tin­ue it on Designorati sometime.

    On anoth­er point, I strong­ly dis­agree that Adobe or Quark should pro­vide default char­ac­ter styles.

    I see your point, but I hope you can also see mine. The prob­lem of com­mon for­mat­ting like ital­ics and bold being too eas­i­ly erased with a quick ALT-click on the Paragraph Styles pan­el may be minis­cule or enor­mous, depend­ing on the indi­vid­ual cre­ative and her work. I believe the soft­ware mak­ers should pro­vide some type of solu­tion, and I offered two sug­ges­tions. Perhaps the best way is some­thing I haven’t thought of. Regardless of the prof­fered ideas, the way the soft­ware works cre­ates a prob­lem that can and should be solved, by some­body, some­how, soon.

    Adobe and Quark have not pro­vid­ed a solu­tion yet, which makes more work for users. Granted, each time isn’t much work, but the act of high­light­ing text and assign­ing a char­ac­ter style–even with Quick Apply–is a sig­nif­i­cant dis­trac­tion from the writ­ing. Any time you have to break your con­cen­tra­tion away from cre­at­ing and styling con­tent to think about the soft­ware, the soft­ware mak­er has failed to do its job.

  3. Anne-Marie

    Hey Pariah, great arti­cle. One prob­lem I see with cre­at­ing default char­ac­ter styles for bold and ital­ic etc. is they’re prone to fall apart depend­ing on the type­face. For exam­ple, apply­ing the Bold char style to text styled with any­thing in the num­bered Univers fam­i­ly (45 Light, 55 Roman, etc.) will result in the dread­ed pink­ing, apply­ing the Italic char style to fonts with two or more weights (light, reg­u­lar, heavy) often results in the wrong Italic being applied, and so on.

    Still, if it falls apart using Character Styles, it would have fall­en apart using the key­board short­cuts too. (With the excep­tion of Helvetica … ID knows that apply­ing Italic to Helvetia means you want Helvetica Oblique. There may be oth­ers.) I would rec­om­mend that the design­ers (not the edi­tors using InCopy) cre­ate spe­cif­ic char­ac­ter styles for apply­ing the cor­rect bold/heavy etc. as appro­pri­ate to the type­faces used in the body text.

    Wouldn’t it be nice if there were a script that would auto­mat­i­cal­ly con­vert local for­mat­ting to these sorts of Character Styles? I found this long thread that con­tains a num­ber of them, if you don’t mind cutting/pasting text into a text file and sav­ing it as a script:

    Pariah one oth­er thing. I was argu­ing (friend­ly argu­ment) with a web design free­lancer of mine that bold and ital­ic were dep­re­cat­ed by the w3c long ago; replaced with strong and em. He did­n’t believe me … sigh … but I could not for the life of me find the page on the w3c​.org site that defin­i­tive­ly said this. Do you have a URL?

    thanks,

    the inim­itable and saga­cious Anne-Marie ;-)

  4. Anne-Marie

    okay I give up. Here it is as plain text, remove the space after the colon and the return after cgi-bin/

    http: //www.adobeforums.com/cgi-bin/
    webx?128@@.3bc1cee8

  5. Monette

    Very inter­est­ing read. My only con­cern with want­i­ng man­u­al bolds and ital­ics is for sec­ondary use in XML. At our com­pa­ny, we use Quark (soon to tran­si­tion to InDesign). When things are man­u­al­ly bold­ed and ital­i­cized, in XML those char­ac­ters show up as bold or ital­ic and can be manip­u­lat­ed for our pur­pos­es. Our tests so far in InDesign no longer show us when the bold/italics are there, because the font infor­ma­tion is stripped out. Is there a fix for that? Or some way InDesign can tell us? We’re using character-level styles as you sug­gest, but I’m hav­ing prob­lems get­ting an ital­ic char­ac­ter style to stick, since some of our fonts use “Oblique”. I’m using InDesign CS2. Your site is always very help­ful and infor­ma­tive, so thanks for let­ting me vent!

  6. Rebecca

    I don’t know if any­one can help me on this, but I have a client who has word doc­u­ments with embe­d­ed html code which deter­mines if a word is bold or ital­ic. They want to import that text into Quark WITHOUT loos­ing the text for­mat. I have nev­er heard of this and am pret­ty sure that when­ev­er you import into quark, it strips the font and assigns it the default. Please help me if any­one knows how this is sup­posed to. They are on pc.

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