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November 07, 2007

Creating a rollover definition in your PDF

Creating a rollover glossary in a PDF

A customer asked me about the ability to use forms to create a rollover definition of words on a PDF page. Although you can do this with forms, another down-and-dirty way to create such a thing is with the Highlighter tool among the Comment and Markup tool set, and it's easier.

First, select the Highlighter tool. Tools: Comment & Markup: Highlight text tool.

Next, highlight the word over which you want a rollover definition to appear when you hover your cursor over it. The default appearance will be yellow, 80% opaque. The trick is to reset the appearance of the highlight to 0% opaque.

Right (or control) click on the Highlight. In the Appearance tab of the Highlight properties dialog box, set the Opacity value to 0% and click OK.

With the Hand tool, double-click the now-invisible highlight and enter a definition for the word. You will see a small word balloon above the text to indicate that there is text there (there is no way to hide this).

Return to the properties (right or control click on the highlight) and choose Make properties default, so that the next time you create a highlight it will be invisible. Finally, click the Locked checkbox to prevent a user from editing the comment. If you need to protect the comment even further, you can use Security in Acrobat to restrict the permissions so that no one can change anything about the document—including comments.

May 18, 2007

Sharing and Summarizing Presentation Notes

Those of you who have Acrobat (Standard or Professional) should be familiar with using the PDFMaker buttons in Office applications (the Create PDF buttons on the toolbar). If you use PowerPoint to create slides and eLearning content, then you may be using the speaker notes as a means of writing a transcript or to provide ancillary information to the learning content in the slides. However, that information can sometimes get lost when sharing the slides with others as a PDF file. If you're using Microsoft Windows and Office you need not lose those notes (sorry Mac readers, but read on for things you can do). Here's how...

Open your PowerPoint slide deck and look at the menu bar. You should see an Adobe PDF menu item and in there will be a "Change Conversion Settings" command. Select that. In the Acrobat PDFMaker dialog box that opens, make sure the Settings tab is displayed and look down the list of Application Settings. You will see an option to "Convert Speaker notes to Text notes in Adobe PDF" - make sure this is selected to enable this option.


Click OK and the settings will remain for future conversions. Now convert to PDF from PowerPoint using the PDFMaker buttons or the Adobe PDF menu and take a look at the resulting PDF file in Acrobat.

What you will now see on every page that has speakers notes is a PDF Sticky Note in the top left of every page. If you hover over that Note or double-click to open a pop-up, lo-and-behold there are the speakers notes from PowerPoint.

Now those notes will always appear on the page unless you delete or hide them all. The neat thing is that these notes are on a PDF Layer, whose view you can toggle on or off. Open the Layers Panel tab on the left of your Acrobat window and you will see a layer called "Background" and another called "Presentation Notes". Just as you would do in other Adobe creative tools that use layers, click the eye icon to toggle the display of the layers on or off.

BTW, the Background layer will show and hide any background graphics you may have had in your PowerPoint design. That's useful if you want to print the slides but don't want to use up all that expensive ink when printing backgrounds - yes, layer visibility can affect printing too! Look at the detailed "Layer Properties" under the Layers Navigation Panel Options menu button.

Now what if you wanted to create a PDF or printout of the slides and notes or just the speaker notes? The print dialog box in Acrobat and Reader do not provide the option to print just the comments in the document. Instead, you must look to the Comments menu in Acrobat 8 and choose "Print With Comments Summary" or "Summarize Comments". These commands will generate a summary report of the comments in the document, either directly to print or to a PDF file first. The Summarize Options dialog box will open first, allowing you to choose a layout. For this task, I suggest using either "Document and comments with connector lines on single pages" or "Comments only". The former may be good as a handout, the latter as a transcript when preparing a presentation. Use a font size (like your favorite coffee hangout, you can only choose "small", "medium" or "large") that fits on a page and can be read easily. If you choose the "connector lines" option you may want to turn down the opacity to 0%, else the connector lines will get in the way.

It's important to remember: Acrobat is not a replacement for tools like PowerPoint when it comes to creating presentations and eLearning content. However, it's ideal when it comes to being able to share that interesting and engaging content reliably across computers, networks and devices. The ability to then use that content in meaningful ways as a PDF just makes it all the more valuable.

March 20, 2007

Distributing Adobe Reader on campus

Many schools and universities have one-to-one initiatives in place that provide preconfigured laptops to students. And I'm sure nearly all of you in IT who read this look after a standard image for your institutional computers. Either way, I'm willing to bet my last box of instant Mac-and-Cheese that the free Adobe Reader is a standard part of those builds that you have.

You're free to distribute the Adobe Reader in this fashion - that is, deploy it yourselves without redirecting everyone to Adobe's website. However, you should read and agree to the Adobe Reader Distribution Agreement. This is a one-time step intended for institutions that need to deploy out many copies of the free Reader. You can also use this if you want to make the latest Reader installer available within the secure confines of your intranet.

From these pages you'll also find links to the icons to "Get Adobe Reader" or "Includes Adobe Reader". Neat!


BTW, there is a similar agreement for the Flash Player and Shockwave Player available here: http://www.adobe.com/licensing/distribution/

February 26, 2007

Difference in margins when printing PDF documents

A member of the NDLTD (Networked Digital Library of Theses and Dissertations) email list posted the the following message last week regarding Electronic Theses and Dissertations from their students:

I have had 3 or 4 students over the last couple of months who have reported that their margin specifications have NOT been retained when they convert their ETD from Word to PDF. Our Grad School has rejected the documents, and the students are confused because Word shows that their margins should have been correct.
I just created a dummy document and printed a page in Word then converted to PDF and printed that. (I have Acrobat 7 Professional). The margins on the printed pages were different by a quarter inch.
Has anyone else had a problem with this and have you found a solution?

The margins in this case weren't changing on conversion from DOC to PDF, but when the PDF was printed. Acrobat and Reader may scale pages on printing, depending on the printer and print driver. Make sure you choose “None” from the “Page Scaling:” drop-down list in Acrobat or Reader’s Print dialog box. The setting is sticky so if you set it once it should remain that way until you change it again.

By default, Acrobat and Reader will use one of the scaling options to make sure all the page content fits in to the printable area of a page. A PDF file is inherently scalable, and need not have white margins (a color brochure, for example). Also some desktop printers don’t print all the way to the edges of the page. Hence the page scaling options.

The screen shot below is from Acrobat 8 Professional on Mac OS X. Windows and earlier versions of Acrobat and Reader may have slightly different options, but the main page scaling options are there.

Image showing Page Scaling options in Acrobat 8 Professional for Mac Print dialog

If you ever come across printing problems like this one, then use Adobe's online support knowledge base first (you DO check there, don't you?). Search for "troubleshoot printing" on the support pages at www.adobe.com/support. For example, here is one for Troubleshooting Printing Problems in Acrobat 8 on Mac OS X.

The scenario and solution I write about above is just one possibility: there are others as you'll see if look through the troubleshooting technical notes. I am happy to report that this particular issue was addressed by my answer, and it has not deterred the school from using PDF as the format for sharing and archiving electronic documents that must be viewed on screen and in print, both now and in the future.

February 22, 2007

Optimizing Scanned Pages: Part 1

On a recent visit to my alma mater for some Acrobat workshops I was giving, a member of the campus' own training team asked me how to get smaller file sizes for their scanned documents when using Acrobat to convert them to image-only PDF's. They found that the resulting PDF files weren't that much smaller than the original monochrome (black-and-white) TIFF files. They have a lot of older how-to's, tutorials and other learning materials that exist as paper. They now need to make them available electronically for anytime access and posterity, and to just get rid of all that paper! When Acrobat 8 was used, the results were the same.

By default, Acrobat uses a compression method called CCITT Group 4 for monochrome images in PDF. This is an old protocol developed for faxing, but works in Acrobat and Acrobat Reader 3.0 and higher. However, a newer compression method has been available since Acrobat 5.0 for monochrome images such as blank-and-white scans. It's called JBIG2 (Joint Bi-level Image Experts Group) and offers compression orders-of-magnitude greater than can be achieved with CCITT G4. It supports both lossless compression (a la ZIP) and lossy compression (a la JPEG), the latter resulting in even smaller file sizes but at a cost of possible reduction in the quality of image.

However, it's not enabled in the default Acrobat preferences for conversion to PDF. Here's how you can change that.

  1. Choose Edit > Preferences... (Windows) or Acrobat > Preferences... (Mac).
  2. Select the "Convert to PDF" category on the left to open the conversion preferences.

Screen shot of Convert to PDF Acrobat Preferences

  1. From the list of file formats that your version of Acrobat can convert to PDF "directly", choose TIFF. The current settings for conversion from TIFF to PDF are listed to the right. If your list shows "Monochrome Compression: CCITT G4" then click the "Edit Settings..." button.
  2. In the Adobe PDF Settings dialog box that opens, change the Monochrome Compression setting from "CCITT G4" to "JBIG2 (Lossless)" or "JBIG2 (Lossy)". Again, the latter will give the smallest file sizes but slightly reduce the quality of the scanned image. Click OK.


  1. Click OK to close the Preferences dialog box.

Now when you open a TIFF file in Acrobat (for example, choose File > Create PDF > From File...) the resulting PDF will be using JBIG2 compression. Save the PDF file, compare it to the original TIFF files, and you should see that they are taking up significantly less space. When we tried this with the training team's scans and JBIG2 (Lossy) compression, we saw PDF file sizes a quarter of what they originally were as TIFF. If only ROI was measured in bits and bytes!

Note that when you create a PDF file from a scanner, JBIG2 is now used as the default compression method.

There are other ways you can optimize your scanned documents, whether you scan them ahead of time, directly in to PDF with Acrobat and when running Acrobat's built-in OCR (Optical Character Recognition). I'll follow up with those tips for optimization another time.

May 04, 2006

Tracker: More Than Meets The Eye

Acrobat 7.0's Tracker tool (Comments > Tracker... Is one way to get to it) is primarily used for keeping an eye on review cycles you've initiated or are participating in, whether it was sent by email or uploaded for a browser-based review session. However, it also has another purpose: it's an RSS or Atom news feed reader.

Continue reading "Tracker: More Than Meets The Eye" »

April 21, 2006

Preserving those PDF links

Grant Application Attachments. Curriculum Plans. Professional Development materials. Help guides and manuals. They are typically made up of several separate documents, with a table of contents that has hyperlinks to each section. You can use the "Combine" tools in Acrobat to electronically staple those documents together. However, what happens when you add, delete or change a section and so need to update the table of contents? Do you need to recreate all those hyperlinks? What a waste of valuable teaching or research time!

Continue reading "Preserving those PDF links" »

March 03, 2006

Auto-Resizing Text in PDF Forms from LiveCycle Designer 7

Many, if not most, schools and campuses have converted their forms to PDF to share online. Some of those have made them fillable at some point using the Forms Tools in Acrobat Professional. With Acrobat 7.0 Professional, Adobe introduced LiveCycle Designer to Windows Acrobat users for building powerful electronic forms based on a new XML architecture.

One feature of the older Acrobat forms that proved valuable was that multi-line text fields could automatically resize the font so the text entered would fit in the field. All one had to do was select 'Auto' for the font size property of the text field. Designer has no 'Auto' setting exactly, but here's how you can get it to work...

Continue reading "Auto-Resizing Text in PDF Forms from LiveCycle Designer 7" »

February 05, 2006

Using Acrobat for Summarizing Notes

Many textbooks, study guides and other teaching materials are available as PDF files for easy online distribution, searching and viewing. Students can not only view this content on their computers, but also mark up text they read online (or offline) using Acrobat's "Highlighting" tool, available on the Commenting toolbar (Tools > Commenting > Show Commenting Toolbar is one way to find and open the toolbar).

Continue reading "Using Acrobat for Summarizing Notes" »