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How-ToTypography and Issues with Type
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Life was simpler in the Good Old Days of word processing, when the only type decision facing us was whether to single-space or double-space our sole font, dot matrix. Those simple times ended forever when Microsoft Windows came along. Now even humble dot matrix and inkjet printers can produce typeset documents with a professional look that used to require a printing press. Unfortunately, this typographic revolution has caught many of us unawares, and the result is a flood of ugly, badly typeset documents that do not reflect well on their producers.
Using type effectively involves more than picking Times Roman for body text and Arial for headings. The art and craft of typography have evolved over many centuries and have developed conventions aimed at making text pleasing to look at and easy to read. Just as we cant disregard the rules of spelling and grammar if we want a well-written document, we have to observe typographic rules if we want our work to look typeset rather than typewritten.
Using type well is an artistic skill honed over a lifetime. Fortunately, though, we dont have to become professional typographers to produce decent-looking documents. Observing a few easy-to-learn typesetting rules will get rid of that amateur look and make our documents more inviting and easier to read and getting read is why were writing in the first place, isnt it?
Six typographic mistakes appear most commonly and say careless or amateur:
All of these mistakes are carryovers from what we learned in our high-school typing class. However, as the title of type expert Robin Williams useful book says, The PC is not a typewriter. The limited keyboard characters and monospaced Pica or Elite type made these practices necessary when we were using a typewriter. When they are transferred to proportional typefaces with extended characters and a full complement of weights (book, bold) and styles (roman, italic), they detract from the goal of good text typesetting: an evenly colored, evenly spaced word block free of holes and gaps that interfere with easy reading. If you are happily giving Courier the boot, a few hours of determined effort to break these old habits will pay great dividends in future time saved. However, WSWins search and replace function can remedy any slips.
Two spaces after periods, question marks, and exclamation points helped to set off sentences in typewriting, where all letters and punctuation took up the same amount of space. With proportional type, however, two spaces after punctuation litter the page with white holes that disrupt the flow of the text. Until you get used to hitting the spacebar once instead of twice after a sentence, place your cursor at the beginning of a document when you are finished writing and use Edit...Replace. Type two spaces in Find What and one space in Replace With and select Replace All. Run this Replace routine at least twice and you should eliminate those unsightly double spaces.
All proportional typefaces have opening () and closing () quotation marks designed to harmonize with the letterforms. Unfortunately, many PC users are still using the ditto mark (") on the keyboard. This is an unrelievedly ugly character closely resembling insect tracks. It can be confusing, too, because it doesnt indicate whether a quotation is beginning or ending. Train yourself to use curly quotes, which are located at Alt+0147 (open quote) and Alt+0148 (close quote) in Windows; hold down Alt and type the four numbers on the numeric keypad, not the upper row. WSWin makes it easier for you with an included macro, DBLQUOTE. You can assign it to any shortcut key you like, and when you hit the shortcut, the macro will type open or close quotes depending on the position of the cursor. You can also record your own macros for open quotes and close quotes and assign them to shortcut keys. Until you break the habit of typing dittoes for quotes, run an Edit...Replace to find stray dittoes before you print.
Sharing the infamous ditto key is the straight apostrophe ('). Dont use it! It doesnt complement the typeface and looks amateurish. The true apostrophe () designed for the typeface is located at Alt+0146 in Windows; Alt+0145 is the opening single quote () (the apostrophe is the closing single quote). Again, WSWin helps you out by providing a macro, SGLQUOTE, which you can assign to any shortcut you prefer. Like DBLQUOTE, SGLQUOTE puts in a true apostrophe or single open quote depending on the cursor position. Always search for and replace any straight apostrophes that creep in.
Proportional typefaces offer three distinct dashes: the hyphen, used for compound words (like broad-spectrum) and for syllables at ends of lines; the en dash, used for ranges (19001999); and the em dash-used where you would put a double hyphen (--) when typing. Using the appropriate dash marks you as typographically savvy and careful about details. The em dash () is at Alt+0151 and the en dash () is at Alt+0150. WSWin doesnt include a macro, but you can easily record your keystrokes for the desired dash and assign the macro to a shortcut.
With just one character style available on a typewriter, we had to underline when we wanted to show emphasis or indicate titles or foreign words. With fonts that provide boldface and italics, however, we have no reason to resort to underlining. Even worse, we should not be redundantly underlining bold and italic type.
Italic type is normally used to show emphasis within text, as well as for foreign words and titles. Boldface is generally used for headings and subheadings. It can be used cautiously to emphasize text, but it often makes the words stand out too much and creates black blobs that disturb the even color of the text block. A standard reference work like The Chicago Manual of Style clarifies when to use italics and when to use quotation marks for titles of books, magazines, TV shows, articles, and so forth. Though underlining may be appropriate in a few circumstances, train yourself to go instinctively for italics first, boldface second instead of underlining.
Part of what makes a typeface well designed is careful attention to spacing built into the font. All type characters have an invisible bounding box around the letter that determines the distance between letters. Certain combinations of letters, such as Ve, Wo, Ta, VA, and many others, appear to be spaced too far apart unless kerning is applied to the pair. Other combinations may need more space for visual separation. Kerning is an adjustment in the spacing, either negative or positive, between pairs of letters. Good fonts come with a built-in table of kerning pairs that WSWin can apply to your text onscreen and when printed. The Modify Paragraph Style dialogue box (under the Paragraph settings) lets you check Kern Above the point size of your choice. The 12-point default is too big; 6-point or 8-point is better. Always turn on kerning for text if your fonts include kerning pairs. This will help you get text with even-appearing space between all letters. Unfortunately, not all fonts come with kerning pairs built in. If you are buying fonts, foundries like Adobe, Monotype, and Bitstream supply kerning pairs with their fonts.
WSWin offers a Tracking option in the same dialogue box. WSWin tracking adjusts the space between all letters in a font. WSWin will let you use either kerning or tracking, but not both. You should generally avoid tracking except in special circumstances. Tracking is useful if you want to space out a single-line paragraph, such as an address in a letterhead, or if you need to reduce space between letters in a headline. (A text face used at a large headline size will usually have too much space between letters; a display face is likely to be more closely spaced.) What you should never do is change the tracking on a single paragraph of a style to make it fit within a space. The spacing difference will be noticeable enough to make the page visually grating. If you need to make a paragraph fit, edit it or adjust hyphenation. Since WSWin tracking blocks out WSWin kerning, tracked paragraphs will lack the fine adjustments carefully designed into good fonts.
Justified text (with even left and right margins) presents more typesetting pitfalls. In order to make text fit evenly, WSWin has to make adjustments in spacing between words. If you have few words on a line, the adjustments can result in huge gaps or very crowded words. You can tell WSWin how much word-spacing adjustment to allow in the Modify Paragraph Style Options dialogue box under Word Spacing-Minimum and Maximum. Typographic experts suggest starting with a minimum setting of 80% and a maximum of 133% rather than WSWins overly generous defaults; for some fonts you may decide to adjust these settings. Do not put a check by Use Letter Spacing. That will make the situation even worse, as readers eyes will have to adjust to spacing differences in each line and each word. If you decide to use justified type, make sure your column is wide enough so WSWin can keep within the word-spacing parameters you set up. When the word spacing is too wide, edit or adjust hyphenation until the spacing looks more even. One of the advantages of flush-leftrag-right justification is that consistent word- and letter- spacing makes for easier reading.
Get in the habit of using tabs rather than hitting the spacebar for paragraph indents and columns of numbers or words. Adding spaces worked fine with typewriter fonts, where letters and spaces took up the same width. With proportional fonts, letters take up varying amounts of space, so only a tab guarantees that all words or numbers begin at the same place.
Finally, do not rely on autoleading calculated by WSWin when you set
up your paragraph styles. Set up the line spacing (or leading, pronounced
ledd-ing) yourself to fit the characteristics of the font. Fonts
like Adobe Garamond or Perpetua have a small x-height (height of lower-case
characters without ascenders or descenders) in relation to the height
of capital letters. Thus, a setting of 10-point type on 12-point line
spacing will appear very open often too open. Perpetua looks better
at 11
on 12. A font with a tall x-height, like Lucida Bright or even Arial,
will look crowded at 10 on 12. You might set it at 9 on 12 or 10 on 13
or even 14. For good-looking pages, determine line spacing based on the
appearance of the font and the length of your lines. Long lines require
more line spacing to help guide the eye back to the beginning of the next
line. Short lines need less line spacing.
Following these basic rules using one space after punctuation, using curly quotes and true apostrophes, using em and en dashes where appropriate, using italics or boldface instead of underlining, and paying careful attention to spacing will not make you a typography expert, but you will take your work out of the careless and clueless category. What your text says is important. Isnt it worth a setting that enhances it?
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The topic of how to use type to get pages that are easy on the eyes and non-tiring to read gets us into areas that require your own aesthetic judgment. Ill try to make the distinctions between what is generally accepted and general practice and what is controversial and so is pretty much left to your (informed) preference.
The suggested number of characters considered ideal for
a given line length is usually stated as 1
to 2
times the length of the typeset alphabet, or 39 to
65 characters. Or we might think in terms of 8 to 14 words on a line.
Measurements of eye movements have shown that people can generally read
text about 12 to 15 picas wide (2 to 2
inches) in one eye span before their eyes have to move to read the next
batch. If the line of text is wider than 4 to 5 inches, the reader will
often have to move the head slightly in order to take in all the words.
Obviously, moving your head a bit every time you read a line will tire
you out sooner than being able to read the whole line without moving your
head. Therefore, the ideal length for a line is often given
as 4 to 5 inches, and this is about what you get in nice books with wide
margins. The desire to save money on paper results in tiny margins in
some books, and while we can manage, most of us wouldnt consider
them to be great examples of book design. If the width of the page paper
is such that a line of text type would be longer than 4 or 5 inches, we
probably do readers a favor if we set the text in two columns.
With any given length of column, the 1
to 2
times the alphabet rule helps us decide on the point size
of type to use. Here we get into tricky territory, though. Typefaces are
not at all standard in x-height (height of the lower case letters without
ascenders and descenders) or in general character width. More condensed
faces have narrower characters, and thus will set with more characters
per inch. When you are trying to decide what point size of a particular
typeface to use, you might set a few lines at 10 point, 11 point, 12 point,
and count the words or the characters in the line at each size. Then make
a judgment about how it looks and go with that point size. Some typefaces
are better than others for narrow columns, but those same faces may be
poor choices for wider columns. Condensed faces get tiring to read and
give the reader a squished feeling.
>> I read a report by someone in the Royal Navy that looked at technical documents and training manuals. The conclusions, as far as I remember, were basically as follows:
Where complex, long material is presented a serifed font should be used; Ragged right edges help the readers maintain their position within the text; narrow columns reduce the scanning that the eye has to do & thus also help the readers maintain their position within the text, therefore double columns may be preferable; typeface should not be too heavy, nor the page too white as the high contrast makes focusing & hence concentration difficult. Sans Serif fonts should only be used for headings or short, non-complex texts. <<
Here I think the Royal Navy person is being much too dogmatic. The conventional wisdom is that serifed fonts are more suitable for long text. The thinking is that the serifs help to lead the eye from one character to the next, help to make the baseline firmer, and add more distinguishing features to characters, thus making them more legible. However, studies of legibility and readability in various countries seem to show that people read most easily whatever they are used to reading. If most of the text you read is set in serif faces, youll find serif type easier to read. If most of the text you read is set in sans serif faces, youll find sans faces easier to read. This is assuming were talking about a legible sans not all of them are. Gill Sans and Franklin Gothic are just two of the sans serif faces that are quite easy to read page after page.
You cant go wrong using a legible serif face for long text, but again, not all serif typefaces make for easy reading. Souvenir, for example, can be hugely annoying as the pages go on. I despise Bookman because I find it ugly, but it is legible. Times Roman is too condensed for a wide-measure column, so I wouldnt use that for a book. Yet it is probably the most popular typeface in the world because it is resident in all PostScript and LaserJet printers and comes with Windows, too.
Ragged right versus justified text is also a controversial question. Most books and magazines use justified type so that is what a lot of us are used to reading, but studies of peoples reading ease have shown that people have no trouble reading either rag right or justified type. Here are the problems with each:
Rag right type always maintains even spacing between
words, and since even spacing is a known factor for easy and comfortable
readability, that in itself may give an edge to ragged right alignment.
But to the contrary, an extreme rag on the right margin can be distracting
and detract from readability. It is actually difficult to get a nice rag
with softwares present level of typographic competency. You need
to look at the line endings and adjust hyphenation (maybe all through
the paragraph) to get a nice rag.
Justified type will inevitably have uneven spacing
between words because there is no other way to justify type except by
adding or subtracting small amounts of space between words (for all practical
purposes, not between letters, though, which is considered a typographic
no-no). Justified type that is well set will give the appearance
of having even word spacing, however. Software does most of the work on
this. Unfortunately, the default justification spacing allowances that
come with most DTP and word processing software are ridiculously out of
line. I think WSWins are 50% of the normal word space minimum all
the way to 200% of normal word spacing maximum(!!!). This means WSWin
will adjust word spacing within these parameters when it tries to justify
a line. You should change these justification defaults to 80% minimum
and 133% maximum. (These settings appear on the Modify Paragraph Style-Options
dialogue screens.) While the 80-133% new defaults wont be right
for every typeface, they are a good place to start. When you are setting
a justified paragraph, you need to look for bad word spaces regardless
of what the software is doing. Youll find some lines where the word
spacing is so bad that you can hardly tell one word from another. Other
lines will have few words and great yawning gaps. All of these have to
be fixed manually, either by adjusting hyphenation or by editing. Advanced
DTP software like PageMaker can show you the lines that are too loose
or tight, where the word spacing doesnt conform to the parameters
you set. You can then go in and adjust those. WSWin cant show you
the badly spaced lines automatically, which means you have to be aware
of the word spacing as youre proofing your pages, mark the too-tight
or too-loose lines, and fix them.
>> narrow columns reduce the scanning that the eye has to do & thus also help the readers maintain their position within the text <<
I already talked about line width in relation to eye span and ease of reading. I do think that maintaining your position within the text has more to do with leading (line height or line spacing) than anything else. You need enough white space between lines to lead your eye from the end of one line to the beginning of the next. Typefaces with tall x-heights (Arial, for example) need more leading than typefaces with small x-heights (Adobe Garamond, for example). A long line with more characters than the guideline allows can be much more readable if you add more leading than you normally would. That white space will guide your eye right along. However, too much leading makes the page sort of fall apart and one line gets disjointed from the next. So once again, you do have to use good aesthetic judgment here, and you train your eye by looking at well-set pages and noticing what makes them good and then applying those principles to your own work.
>> typeface should not be too heavy, nor the page too white as the high contrast makes focusing & hence concentration difficult. <<
Most book typefaces are fairly light-appearing on the page and I think it is true that a very dark-appearing block of text is tiring to read. But the opposite is true, too. If theres not enough contrast between type and paper, the page is difficult to read. So you select a typeface with the paper to be used for final output in mind. This is more of a concern for printing-press printing than laser printing, I think.
>> Sans Serif fonts should only be used for headings or short, non-complex texts. <<
I cant agree with this, for reasons I already stated. A better distinction is that between text faces and display faces. When a typeface is designed, the type designer has a use in mind. If the text is intended for books or large amounts of text, it will be designed with a text size in mind something between 9 and 14 points. If the text is intended for headlines, ads, or posters and such, it will be designed with sizes like 24 point and above in mind. Text faces cant simply be enlarged to 60 point and used successfully for display. They often become spindly or horsey at that size, the counters or serifs get out of proportion, and the letter spacing is likely to be wrong. Similarly, display faces cant just be reduced to 11 point and used for text. This is the fallacy of scaleable type. The fact that with TrueType and Type 1 fonts we CAN do this technically has deluded some of use into thinking that its fine for us to do this. Not so! In the old days of metal type, type designers designed fonts at discreet sizes and made design adjustments required to maintain the integrity of the face at larger and smaller sizes. Digital type contains a set of mathematical instructions for drawing a character and does not make adjustments for size differences. There are technologies on the horizon (and partially here, with Multiple Master typefaces from Adobe and others) that will enable scaled typefaces to have adjustments based on size.
Ive heard that the custom of using a serif for text and a sans for headlines is a recent innovation that has become widespread since desktop publishing became possible. The main reason for using different kinds of faces is to set up a contrast. A sans will inherently contrast with a serif. Two sans faces on the same page may conflict with each other and look wrong to just about anyone. Likewise with two serif faces on the same page. And sans text with serif heads is a bit odd looking to most of us, though a skilled person can pull it off. However, you can also set up a contrast within the same type family, if it offers enough weights. For example, I set a book with Adobe Caslon text and Adobe Caslon Bold headings. It worked fine and at least I got away from the serif text, sans head cliché.
Thats always a problem in typography. Yesterdays exciting innovation becomes todays cliché. You want some pizzazz, some style, in your page design even conservative design because you dont want your stuff to look like everyone elses. But you dont want everything to look like Wired magazine either (which is becoming its own cliché, anyway).
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First, why one space and not two? The goal of good typesetting is a page of type that looks evenly colored and evenly spaced. Long experience has shown that evenly colored, evenly spaced type is easier and less tiring to read. If you use two spaces after punctuation, you will have your page littered with little holes, thus messing up the even color. If your type is justified, the inevitable variations in word spacing that result from justifying type will become even more prominent. Moreover, using two spaces after punctuation increases the probability that your type will have unsightly rivers running through it. So there actually are reasons behind this rule.
This is not a laissez-faire area of typesetting, as Ill attempt to demonstrate in what follows. I realize some will remain unconvinced. My grandfather was a stubborn man. When he thought he was right, you could drag out every encyclopedia and reference book in the library and show him the opposite. He wouldnt budge. He was right, they were wrong, and no expert, no authority could convince him to change his mind. So I realize some people will read this and continue to think they are right, it doesnt matter, it looks better to them. But just so you know Im not making this up, some citations:
Ill start with graphic designer, educator, and author Robin Williams, who goes farthest of the bunch in taking the gloves off. She also directly addresses the reasoning given by those who ignore the one-space rule.
From Adobe Magazine, July/August 1995, in Thirteen
telltale signs by Robin Williams (not the actor), the author of
The Mac is not a typewriter, The PC is not a typewriter,
and The Non-Designers Design Book:
**********[begin quotation]
4. Two spaces after punctuation
I know, I know if you are still typing two spaces
after periods its probably not because you dont know any better,
but because you firmly believe it looks better that way. If all the work
you create is for yourself only, go ahead and continue to type two spaces.
But you would be doing your clients a disservice to set their type
that way, because by now most people have become visually astute enough
to notice the unsightly gaps created by the double space. Standard professional
typographic practice is one space; standard typewriter practice is two
spaces. Publications typed with two spaces have an unprofessional appearance,
whether you agree with it or not, and will cause your work to be ridiculed
(open any book on your shelf the only books youll see double
spaces in were desktop published). The high-quality type youre using,
with its proportional widths and kerning pairs that tuck the letters so
close together, does not need two spaces to separate sentences.
##########[end quotation]
Whew! Robin said it, not I! And you thought I was being rough on you!<g>
Next, from the venerable Roger C. Parker, in Looking
Good in Print, Ch. 6, Twenty-five Common design Pitfalls:
**********[begin quotation]
EXCESSIVE SPACING AFTER PUNCTUATION
Avoid placing two spaces after a period at the end of
a sentence.
Two spaces following periods are needed for typewritten text. But in desktop-published type, the extra space creates unsightly holes between sentences, which is especially noticeable in justified text...In long documents with paragraphs containing several sentences, you may be surprised at the difference this can make.
##########[end quotation]
From Digital Type Design Guide by Sean
Cavanaugh, Ch. 7, The Rules of Digital Typography":
[First, an explanation from Sean]
I hate the word rules. It conveys
a degree of authoritarianism that really annoys me. Perhaps guidelines
would be a better word, but there are some things in typography that you
really ought not-a do, and some other things you really oughta do...The
goal of these rules is to create good-looking documents that
bespeak the professionalism and attention to detail that went into creating
them...Perhaps it isnt fair to judge ideas (and the presenter of
those ideas) by the presentation, but life isnt fair and this is
just one of those things we have to accept.
**********[begin quotation]
1. Insert only a single space after all punctuation.
...Since the advent of the printing press in the 15th
century, typesetters have never inserted two spaces after punctuation.
As far as I can tell, the practice of inserting two spaces between sentences
originated with high school typing teachers. It sure didnt originate
in the world of typography...When preparing text for printing, regardless
of the font, use only one space after all punctuation. There are no exceptions
to this.
##########[end quotation]
From Before & After: How to design cool
stuff, the most acclaimed how-to publication for desktop designers,
Vol. 1, No. 2, How to set a perfect paragraph of type:
[Introductory statement]
Its ironic that the better your type is,
the less its noticed (because everyones busy reading!), but
beautiful type is high art and its worth setting right. Here are
the rules.
**********[begin quotation]
2. Single space after all punctuation
In office typing, two spaces are used after periods
and colons. When typesetting, however, only one space is used. There are
no exceptions to this rule.
##########[end quotation]
I did go to my bookshelves and checked about twenty hardcover books with some claim to being professionally typeset. These included fiction, serious works of scholarship, reference books, coffee table books, an encyclopedia, a couple of cookbooks. Without exception, all these books had one space, not two, after punctuation. I checked Newsweek. One space, not two. I checked Nutrition Action Health Letter, which is exceptionally well done from the graphic-design standpoint. One space, not two. The only places I saw two spaces after punctuation were some newsletters I get that I know are produced by amateurs. Youd better believe those two spaces stand out!
Sure I may not know art but I know what I like. But might I suggest that personal tastes do not necessarily constitute an informed aesthetic judgment? Is there such a thing as a trained ear or a practiced eye or an educated palate? Would the New York Times or the New Yorker hire me as a critic if I had no background or training in the field but I sure had opinions? Should I expect readers to take my opinions seriously? Are the Poker-Playing Dogs, the Crying Clown, the Wide-Eyed Waif aesthetically equal to Picassos Guernica or Vermeers Young Woman with a Water Jug? Is the latest Harlequin Romance just as good as The Brothers Karamazov? Some will say yes. Youre entitled to your opinion, but I cant help thinking of my grandfather again.
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