Publisher 2003 Concepts and Techniques Page 1 of 73
MICROSOFT OFFICE Formatted: Font: 22 pt
PUBLISHER 2003
Concepts and Techniques
Deleted: PUBLISHER 2003¶
Instructor’s Manual
PROJECT ONE
CREATING AND EDITING A PUBLICATION
OBJECTIVES
Students will have mastered the material in this project when they can:
• Start and quit Publisher • Correct spelling errors
• Describe the Publisher window • Save and print a publication
• Edit text and graphics • Open a publication
• Use the Best Fit feature to adjust font • Convert to a Web publication and
size publish
• Edit a synchronized object • Use the Publisher Help system to answer
• Replace a picture questions
• Resize and delete objects
PROJECT OVERVIEW
In this project, students gain a broad knowledge of Publisher by creating the Student Work Job
Flyer publication. First, they discover how to start Publisher and learn about the Publisher
workspace. Then, students chose a flyer publication and replace the template-supplied text in text
boxes. They delete objects, resize objects, move objects, and change how the text fits within the
text box. Once the print publication has been saved, students learn how to replace a graphic using
the Clip Art task pane. They also learn to delete the tear-offs at the button of the flyer and insert
a text box with a hyperlink. Then, students use the Design Checker to check the publication for
potential errors. Students also find out how to save the flyer as a Web publication and publish it
on the Web. Finally, students learn how to use the Publisher Help system to answer questions.
INSTRUCTOR NOTES
Case Perspective, PUB 3
LECTURE NOTES
The Case Perspective presents a real-life situation in which Microsoft Publisher could be used
and offers background for the flyer created in this project (Figure 1-2). Review the Case
Perspective. Note how Publisher will be used to create the flyer.
Page 2 of 73 Project 1: Creating and Editing a Publication
CLASSROOM ACTIVITIES
Ask students what kinds of flyers they have come across recently. Ask them to describe the
design and the purpose of the flyers. How did the design of the flyers affect the amount of
interest that the students had in the flyers?
What is Microsoft Office Publisher 2003?, PUB 4
LECTURE NOTES
Describe some of the uses of Microsoft Office Publisher 2003 using Figure 1-1. Explain what is
meant by a desktop publishing (DTP) program. Discuss the publishing revolution engendered by
the move away from typesetting and toward the use of desktop publishing technology.
CLASSROOM ACTIVITIES
Ask students to brainstorm some ideas for publications (such as newsletters, flyers, signs, etc.)
that they can create using Microsoft Publisher, either for their personal use or for organizations
that they are associated with (e.g., companies, universities, etc.).
Project One – Student Work Job Flyer, PUB 6
LECTURE NOTES
Use Figure 1-2 to describe the flyer that will be created in this project. Discuss each of the items
detailed in Figure 1-2 (e.g., heading, graphic, tear-offs) and the use of each in enhancing the look
of the finished flyer.
CLASSROOM ACTIVITIES
Ask students why the flyer is effective. How do various elements draw attention to the flyer?
Students will use these design considerations in the In the Lab and the Cases and Places
exercises.
Designing an effective flyer, PUB 6
LECTURE NOTES
Discuss the characteristics of a good flyer. Use Table 1-1 to describe the issues to consider
during the design process and their application to flyers.
Starting and customizing Publisher, PUB 7
LECTURE NOTES
Explain the function of the Start button, Windows taskbar, and Start menu. Mention More About
Publisher 2003 and encourage students to visit the Web page mentioned. Use Figures 1-3 and 1-4
to illustrate how to start Publisher. In Figure 1-3, point out the Start button and Windows taskbar.
Identify the Start menu, All Programs submenu, and Microsoft Office submenu. Use Figure 1-4
to describe the Microsoft Publisher window. Mention Other Ways to start Publisher on page
PUB 8. Discuss each of the following elements in the Publisher window: Start window, New
Publication task pane, Language bar, Other Task Panes button, and the Publisher program
button. Define task pane. Use Figures 1-5 through 1-8 to illustrate how to customize the
Publisher window by closing the Language bar, closing extra toolbars, and displaying the
commonly used toolbars on two separate rows. Mention More About Task Panes and More
About The Office Assistant, both on page PUB 10.
Publisher 2003 Concepts and Techniques Page 3 of 73
QUICK QUIZZES
What do you call a separate window that enables users to carry out some Publisher tasks more
efficiently? (Answer: A task pane.)
What does the Language bar contain? (Answer: Buttons that allow you to speak commands and
dictate text.)
How can you open a task pane that is not currently displayed? (Answer: By clicking the Task
Pane command on the View menu.)
Creating a publication, PUB 11
LECTURE NOTES
Review the options for beginning the process of creating a publication. Define template. You
may wish to use the analogy of a blueprint to explain how a template is used. Mention More
About Templates and encourage students to visit the More About Web page to learn more.
Using the New Publication task pane, PUB 11
LECTURE NOTES
Define gallery and use Figure 1-9 to show how the previews of the templates in a gallery are
displayed. Mention More About Maximizing the Publisher Window. Define color scheme, font
scheme, and font. Define major and minor fonts, and explain the utility of using a font scheme if
you want to change the look of a publication quickly. Use Figures 1-9 through 1-15 to describe
creating a publication using a template. Use Figures 1-9 and 1-10 to show some of the sample
publications available in Publisher. In Figure 1-13, point out a main color in the Color Schemes
task pane and then the four accent colors to the right of the main color. Point out the options in
the Apply a font scheme list in Figure 1-14. Use Figure 1-14 to discuss major and minor fonts.
Use Figure 1-12 to display the Flyer Options task pane. Explain to students how they can
revisit publication options later in the design process and discuss the Publication Designs option
available in most publication option task panes.
PROJECTS TO ASSIGN
Using the steps illustrated in Figures 1-9 through 1-15 as a guide, have students create a new
publication using a template different from the one chosen in the book. Ask students to choose
color schemes and font schemes different from the ones chosen in the book.
QUICK QUIZZES
What do you call a collection of publication templates organized by type? (Answer: A gallery.)
When you click a design gallery link in the New Publication task pane, where are the previews of
the templates displayed? (Answer: To the right side of the Publisher window.)
The Publisher window, PUB 15
LECTURE NOTES
Use Figure 1-16 and 1-17 to identify the main elements of the Publisher window: workspace,
menu bar, and toolbars.
Page 4 of 73 Project 1: Creating and Editing a Publication
The workspace, PUB 15
LECTURE NOTES
Define the workspace in the Publisher window. Point out More About The Workspace. Use
Figure 1-16 to identify the elements displayed in the workspace, such as the page layout, rulers,
scroll bars, guides and boundaries, and objects.
DISCUSSION TOPICS
Ask students to discuss the similarities and differences between Publisher's workspace display
and that of other members of the Microsoft Office 2003 suite.
Page layout, PUB 15
LECTURE NOTES
Define page layout in conjunction with the page shown in Figure 1-16. Explain that even though
the figure shows a one-page spread, the page layout can be changed to accommodate multi-page
spreads.
Rulers, PUB 16
LECTURE NOTES
Use Figure 1-16 to identify the horizontal and vertical rulers. Emphasize that they can be hidden
or moved as required by the publication. Discuss More About The Rulers.
Scroll bars, PUB 16
LECTURE NOTES
Explain the function of the scroll bars and the scroll box.
Boundaries and guides, PUB 16
LECTURE NOTES
Define layout guides and boundaries and explain the use of each. Explain the difference
between page margins guides and grid guides.
CLASSROOM ACTIVITIES
To illustrate the usefulness of layout guides, ask if any students have had experience aligning
design elements on a page in a publication without guides. How did that experience differ from
using layout guides?
Objects, PUB 17
LECTURE NOTES
Define objects, and give examples. Explain what it means to select an object, and mention
handles in the explanation. Use Figure 1-17 to illustrate a selected object. Point out the Q&A
box.
Status bar, PUB 17
LECTURE NOTES
Use Figure 1-17 to illustrate the elements of the status bar – the page sorter, the Object
Position box, and the Object Size box. Explain the purpose of each. Discuss More About The
Publisher Help System.
Publisher 2003 Concepts and Techniques Page 5 of 73
Menu bar and toolbars, PUB 18
LECTURE NOTES
Use Figure 1-18 to point out the menu bar and the toolbars.
Menu bar, PUB 18
LECTURE NOTES
Review the following Publisher window elements with students: menu bar, menu name, menu,
submenu, hidden commands, and dimmed commands. Use Figure 1-18 to discuss the menu
bar. Use Figures 1-19(a) and 1-19(b) to illustrate the differences between short and full menus,
and to point out keyboard shortcuts. Point out the Q&A box. Define hidden commands and
dimmed (sometimes known as ghosted) commands; point out examples of each in the menu in
Figure 1-19(a) and 1-19(b). Refer students to Appendix D for more information about resetting
menus to their original configurations.
Toolbars, PUB 19
LECTURE NOTES
Discuss the use of toolbars and their buttons as an alternative to menu commands. Use Figure 1-
20 to identify the toolbars that display each time Publisher opens: the Standard toolbar, the
Connect Text Boxes toolbar, the Formatting toolbar, and the Objects toolbar. Explain that
there are several other toolbars available and that these can be displayed by clicking View on the
menu bar. Emphasize that the Formatting toolbar enables, or turns on, different buttons
depending on the type of object you select. Define ScreenTip. Explain the term docked and the
difference between a docked toolbar and a floating toolbar. Discuss the choices available under
the Toolbar Options button. Use Figure 1-21 to discuss the function of double-clicking the
move handle on the left of each toolbar. Mention More About Toolbar Buttons on pages PUB
19 and PUB 20 and encourage students to experiment with these features.
QUICK QUIZZES
How can you display a toolbar that is currently not visible in the Publisher window? (Answer:
By clicking Toolbars on the View menu and then clicking the name of the toolbar.)
Resetting menus and toolbars, PUB 21
LECTURE NOTES
Point out that menus and toolbars can be reset and point the students to Appendix D for more
information on resetting menus and toolbars.
Speech Recognition, PUB 21
LECTURE NOTES
Explain the function of the Office Speech Recognition software. Discuss More About Speech
Recognition. Point out the Language bar in Figure 1-22(a) and 1-22(b) and discuss its function.
Discuss the four states of the Language bar: restored, shown in Figure 1-22(a), minimized,
shown in Figure 1-22(b), hidden, and closed. Refer students to Appendix B for more
information about the Office Speech Recognition capability.
Page 6 of 73 Project 1: Creating and Editing a Publication
Entering text, PUB 22
LECTURE NOTES
Define text box. Students without desktop publishing experience but who have used word-
processing programs will be used to simply typing text in a document and will need an
introduction to the concept of text that needs to be placed within a box. Point out More About
Entering Text. Mention the Text Box button on the Objects toolbar. Define placeholder text
and explain how it can be replaced with new text. Define property and give examples of the
types of properties you can edit within a text box.
CLASSROOM ACTIVITIES
Ask students to discuss how entering text in Publisher differ from entering text in Word.
Zooming, PUB 22
LECTURE NOTES
Describe what it means to zoom in and for what this feature is used. Indicate the Zoom In
button and Zoom box on the Standard toolbar in Figures 1-23. Discuss More About Zooming
Pictures and More About Zooming. Discuss the different zoom methods shown in Table 1-2.
CLASSROOM ACTIVITIES
Ask students to experiment with the list of magnifications available by clicking the Zoom box
arrow to become familiar with Whole Page, Page Width, and so on.
Editing Publisher text boxes, PUB 23
LECTURE NOTES
Use Figures 1-23 through 1-31 to illustrate editing placeholder text in the heading, sub-heading,
the bulleted list, the tear-offs, and other text boxes. Define heading, bullet, and tear-offs. Point
out that Publisher tear-offs are synchronized and explain what this means. Point out More About
Caps Lock. Mention Other Ways to edit placeholder text on page PUB 26. Define font size and
describe what is meant by a point. Describe the Wordwrap feature.
QUICK QUIZZES
What measurement system is used to determine font size? (Answer: Points.)
What do you call a dot or another symbol that is placed before text? (Answer: A bullet.)
Deleting objects, PUB 26
LECTURE NOTES
Define delete and describe the four different methods of deleting an object in Publisher. Point
out the Q&A box on page PUB 27.
Deleting objects in the flyer, PUB 27
LECTURE NOTES
Use Figures 1-32 and 1-33 to explain how to delete an object on the flyer using the shortcut
menu. Mention Other Ways to delete an object. Mention the use of the Undo button. Explain the
process of deleting text.
Publisher 2003 Concepts and Techniques Page 7 of 73
QUICK QUIZZES
If you delete an object accidentally, which button can you use to retrieve it? (Answer: Undo
button.)
On which toolbar is the Cut button located? (Answer: Standard toolbar.)
Checking spelling as you type, PUB 28
LECTURE NOTES
Describe the process of checking spelling in Publisher. Discuss More About Flagged Words and
More About Correcting Spelling. Use Figures 1-34 through 1-36 to illustrate how to check
spelling as you type. Mention Other Ways to check spelling as you type on page PUB 29.
Review Steps 1 and 2 on page PUB 29 to illustrate how to enter the remaining text in the Name
of Item text box on the flyer. Point out that Figure 1-37 shows the completed text box.
Selecting text, PUB 30
LECTURE NOTES
Use Table 1-3 to describe the different methods provided in Publisher for selecting portions of
text. Use Figures 1-38 and 1-39 to illustrate the process of selecting and replacing multiple
placeholder text items. Mention Other Ways to select and replace multiple placeholder text
items.
Fitting text, PUB 31
LECTURE NOTES
Discuss the AutoFit Text command and the effect that each of the three choices of the AutoFit
Text submenu — Do Not Autofit, Best Fit, and Shrink Text On Overflow — has on text. Point
out the Q&A box. Define overflow. Use Figures 1-40 and 1-41 to illustrate how to use the Best
Fit option. Mention Other Ways to use the Best Fit option on page PUB 32. Review Steps 1
through 4 on page PUB 32 to AutoFit the other text boxes in the flyer. Discuss Figure 1-42.
CLASSROOM ACTIVITIES
Ask students to experiment with all of the three options on the AutoFit Text submenu.
Saving a new publication, PUB 33
LECTURE NOTES
Discuss the utility of the Save reminder feature. Mention More About Saving. Use Figures 1-43
through 1-47 to illustrate saving a new publication. Point out the default file name in Figure 1-
43. Define folder. Discuss Other Ways to save a new publication on page PUB 35. Review the
functions of the Save As dialog box toolbar buttons listed in Table 1-4. Discuss the features
available on the General Options command when you click the Tools button in the Save As
dialog box. Explain that while file names can contain up to 255 characters, more often, the
names used are considerably shorter, for the sake of convenience of typing and remembering the
file names. Explain the function of assigning a password to a publication, and define case-
sensitive. Point out the Q&A box on page PUB 35.
CLASSROOM ACTIVITIES
Ask students about the experience that they may have had with the loss of unsaved computer
documents. Include in this conversation a discussion of the importance of saving a publication.
Page 8 of 73 Project 1: Creating and Editing a Publication
Give students a sampling of file names, some of which display the invalid characters, and ask
students to determine which of the file names are valid.
Using graphics, PUB 36
LECTURE NOTES
Define graphics, clip, clip art, and clip collection in terms of desktop publishing. Use Figure 1-
48 to show the Clip Art Task Pane. Discuss the use of the Clip Organizer and its Help features
to locate clips for your publication. Mention More About Graphics. Discuss the purpose of the
Clip art on Office Online link on the Clip Art task pane and mention More About Graphics on
the Web.
PROJECTS TO ASSIGN
Ask students to use the Clip art on Office Online link to visit the Microsoft Office Online Web
site and find four clips related to a particular subject. Then, have the students download the
graphics files.
QUICK QUIZZES
What term is used for a single media file that you can insert and use in print publications, Web
publications, and other Microsoft Office documents? (Answer: Clip.)
Using the Clip Art task pane, PUB 37
LECTURE NOTES
Discuss the importance of compatibility between the graphics used in a publication and the
publication’s message. Use Figures 1-49 through 1-51 to illustrate how to replace a graphic using
the Clip Art task pane. Point out the inserted clip art in Figure 1-51. Mention Other Ways to
replace a graphic on page PUB 38.
CLASSROOM ACTIVITIES
Ask students about their experience accessing images and clip art through the use of scanning,
digital cameras, CD-ROMs, or the Web.
Moving and resizing objects, PUB 39
LECTURE NOTES
Explain the difference between moving an object and resizing an object. Point out the Q&A
box.
Moving an object, PUB 39
LECTURE NOTES
Explain the general process of moving an object. Use Figure 1-52 to illustrate moving an object.
Describe the purpose of the snapping feature. Mention Other Ways to move an object.
Resizing objects, PUB 39
LECTURE NOTES
Explain what resizing an object means. Use Figures 1-53 and 1-55 to illustrate resizing an object.
Mention Other Ways of resizing an object on page PUB 40. Emphasize the importance of
Publisher 2003 Concepts and Techniques Page 9 of 73
dragging a corner sizing handle instead of a middle sizing handle while resizing a graphic. If
possible, show students the distorting effect that dragging the middle sizing handle can have on a
graphic.
Saving an existing publication with the same file name, PUB 41
LECTURE NOTES
Review Step 1 to illustrate saving an existing publication with the same file name. Mention
Other Ways to save an existing publication with the same file name. Discuss the use of the Save
As command on the File menu if you want to save an existing publication with a different file
name.
Printing a publication, PUB 41
LECTURE NOTES
Define hard copy. Use Figure 1-56 to illustrate printing a publication. Emphasize that using the
Print button to print a publication prints the entire publication automatically; for printing part of
a publication, students should use the Print dialog box. Mention Other Ways to print a
publication. Discuss More About Healthy Computing on page PUB 42 and encourage students to
visit the Web page mentioned.
Quitting Publisher, PUB 42
LECTURE NOTES
Review Step 1 to illustrate quitting Publisher. Explain the use of the Close button in Figure 1-56.
Mention Other Ways to quit Publisher.
Opening a Publication, PUB 42
LECTURE NOTES
Use Figures 1-57 and 1-58 to illustrate opening a publication. Mention More About Opening
Files. Review Other Ways to open a publication on page PUB 44.
Modifying a Publication, PUB 44
LECTURE NOTES
Discuss the idea of making changes to a publication on which you have previously worked.
CLASSROOM ACTIVITIES
Ask students to come up with ideas about different kinds of modifications that a publication that
already has been created might require.
Types of changes made to publications, PUB 44
LECTURE NOTES
Introduce the three categories of changes typically made to publications: additions, deletions,
modifications.
Additions, PUB 44
LECTURE NOTES
Explain that additions occur when you are required to add items to a publication. Discuss the
addition that will be made to this publication.
Page 10 of 73 Project 1: Creating and Editing a Publication
CLASSROOM ACTIVITIES
Ask students to brainstorm other possible additions that would enhance the flyer.
Deletions, PUB 44
LECTURE NOTES
Discuss that sometimes deletions are necessary in a publication because objects are incorrect or
are no longer needed. Discuss the deletions to be made in this project.
CLASSROOM ACTIVITIES
Ask students to brainstorm other features of the flyer that might warrant deletion.
Modifications, PUB 44
LECTURE NOTES
Explain why modifications may be needed and the methods Publisher provides for making
modifications.
Modifying the flyer, PUB 44
LECTURE NOTES
Review Steps 1 and 2 to illustrate deleting the tear-offs. Use Figure 1-59 to show the flyer with
the tear-offs deleted. Mention the use of the Undo and Redo buttons. Point out the Q&A box on
page PUB 45.
Inserting a text box, PUB 45
LECTURE NOTES
Use Figures 1-60 through 1-62 to illustrate how to insert a new text box in the flyer.
Inserting a hyperlink, PUB 46
LECTURE NOTES
Define hyperlink. Use Figure 1-64 to show the Insert Hyperlink dialog box. Use Figures 1-63
through 1-66 to illustrate inserting a hyperlink. Explain the purpose of the E-mail Address link,
which is shown in Figure 1-65.
Creating a Web page from a publication, PUB 48
LECTURE NOTES
Discuss the three-step process for creating a Web page from a publication. Discuss the function
of the Design Checker. Point out More About Creating Web Pages and encourage students to
visit the Web page mentioned.
CLASSROOM ACTIVITIES
Survey students about their experience creating Web pages, either using editors like FrontPage or
working with HTML directly.
Publisher 2003 Concepts and Techniques Page 11 of 73
Running the Design Checker, PUB 48
LECTURE NOTES
Use Figures 1-67 and 1-68 to illustrate running the Design Checker. Mention Other Ways to run
the Design Checker on page PUB 49. Discuss the kinds of problems that the Design Checker
looks for. If possible, show students examples of the kinds of layouts that the Design Checker
would identify as problematic. Discuss More About The Design Checker on page PUB 49.
Saving a publication with a new file name, PUB 49
LECTURE NOTES
Use Figure 1-69 to illustrate how to save a publication with a new file name. Discuss the
function of the .pub extension on a Publisher file.
Converting a print publication to a Web publication, PUB 50
LECTURE NOTES
Explain the difference between a print publication and a Web publication. Discuss the function
of Web mode. Explain the purpose of a browser. Explain why it is that there might be
formatting changes when you convert a publication from one type to another. Mention More
About Print Preview. Define wizard. Use Figures 1-70 through 1-72 to illustrate the process of
converting a print publication to a Web publication.
QUICK QUIZZES
What do you call a piece of software that is used to view Web pages? (Answer: A browser.)
How can you tell which publication mode you are in? (Answer: By looking at the title bar of the
open publication, which will display either Print Publication or Web Publication, depending on
the publication type.)
Publishing to the Web, PUB 52
LECTURE NOTES
Describe the process of Publishing to the Web. Describe a Hypertext Markup Language
(HTML) file. Discuss More About HTML and encourage students to visit the More About Web
page for more information. Explain how a filtered HTML format differs from the regular
HTML format. Explain the use of the folder that is created when you publish to the Web. Point
out More About Using Web Folders. Refer students to Appendix C for more information on Web
folders. Use Figures 1-73 and 1-74 to illustrate how to publish to the Web. Review Steps 1 and 2
on page PUB 53 to illustrate previewing a Web publication in a browser. Use Figure 1-75 to
demonstrate the Web publication being displayed in the Microsoft Internet Explorer browser.
Closing the entire publication, PUB 54
LECTURE NOTES
Review Steps 1 through 3 to close the entire publication and start over. Mention More About The
Quick Reference and encourage students to see the Quick Reference Summary at the back of the
book, or visit the Publisher 2003 Quick Reference Web page.
Page 12 of 73 Project 1: Creating and Editing a Publication
Publisher Help system, PUB 54
LECTURE NOTES
Explain that students can get assistance anytime while working in Publisher by using the
Publisher Help system. When used effectively, the Help system increases productivity and
reduces the amount of time spent learning how to use Publisher. Point out More About The
Publisher Help System and refer students to Appendix A for more detailed information on the
Publisher Help system.
Using the Type a question for help box, PUB 54
LECTURE NOTES
Use Figures 1-76 through 1-78 to illustrate using the Type a question for help box. Point out the
list of topics that results in Figure 1-77.
PROJECTS TO ASSIGN
Assign students a list of questions about the use of Publisher to which they do not yet know the
answers and ask them to use the Type a question for help box to find the answers.
Quitting Publisher, PUB 56
LECTURE NOTES
Review Step 1 to demonstrate quitting Publisher.
CLASSROOM ACTIVITIES
Use this as an opportunity to solicit student opinion on the Publisher features demonstrated so far
and how comfortable they feel with the application.
Project Summary, PUB 56
LECTURE NOTES
Briefly review the material presented in this project.
What you should know, PUB 56
LECTURE NOTES
Encourage students to use this section in preparing for tests and quizzes. Remind students about
the Quick Reference Summary located at the back of the book.
Learn It Online, PUB 57
LECTURE NOTES
These exercises ask students to use the Web for additional activities, information, and resources
related to topics presented in this project. Have students use their browsers and the given URL to
complete selected exercises.
Apply Your Knowledge, PUB 58
LECTURE NOTES
This exercise gives students a chance to use what they have learned in this project with a
publication on the Data Disk. Exercise 1 can be reviewed and assigned at this time.
Publisher 2003 Concepts and Techniques Page 13 of 73
In the Lab, PUB 59
LECTURE NOTES
These exercises provide students with practice in using the skills developed in this project.
Exercises 1 through 3 can be reviewed and assigned at this time.
Cases and Places, PUB 64
LECTURE NOTES
These exercises offer students the opportunity to learn more about Publisher 2003 through open-
ended activities with varying degrees of difficulty. Students can be assigned one or more
exercises, or allowed to choose the exercise in which they are most interested.
Page 14 of 73 Project 1: Creating and Editing a Publication
KEY TERMS
.pub extension (PUB 50) hyperlink (PUB 46)
accent colors (PUB 14) Hypertext Markup Language (HTML) (PUB
Best Fit (PUB 31) 52)
boundaries (PUB 17) Insert Hyperlink dialog box (PUB 46)
browser (PUB 50) keyboard shortcuts (PUB 18)
bullet (PUB 23) Language bar (PUB 8)
case-sensitive (PUB 35) layout guides (PUB 16)
clip (PUB 36) main color (PUB 14)
clip art (PUB 36) margin guides (PUB 17)
Clip art on Office Online (PUB 37) menu (PUB 18)
Clip Art task pane (PUB 36) menu bar (PUB 18)
clip collection (PUB 36) menu name (PUB 18)
Clip Organizer (PUB 36) Microsoft Office Publisher 2003 (PUB 4)
closed (PUB 21) minimized (PUB 21)
color scheme (PUB 11) move (PUB 39)
Connect Text Boxes toolbar (PUB 19) move handle (PUB 20)
delete (PUB 26) Object Position box (PUB 17)
Design Checker (PUB 46) Object Size box (PUB 17)
dimmed command (PUB 18) Objects toolbar (PUB 19)
Do Not Autofit (PUB 31) objects (PUB 17)
docked (PUB 20) Office Speech Recognition software (PUB
docked toolbars (PUB 20) 21)
edit (PUB 22) overflow (PUB 31)
E-mail Address link (PUB 48) page layout (PUB 15)
enables (PUB 19) page sorter (PUB 17)
file name (PUB 35) password (PUB 35)
filtered HTML format (PUB 52) placeholder text (PUB 22)
floating toolbar (PUB 20) point (PUB 26)
Flyer Options task pane (PUB 15) previews (PUB 11)
folder (PUB 33, 52) property (PUB 22)
font (PUB 11) Publisher Help system (PUB 54)
font scheme (PUB 11) Publishing to the Web (PUB 52)
font size (PUB 26) resize (PUB 39)
Formatting toolbar (PUB 19) restored (PUB 21)
full menu (PUB 18) ruler (PUB 16)
gallery (PUB 11) ScreenTip (PUB 19)
General Options command (PUB 35) scroll bars (PUB 16)
graphics (PUB 36) scroll box (PUB 16)
grid guides (PUB 17) select (PUB 17)
handles (PUB 17) short menu (PUB 18)
hard copy (PUB 41) Shrink Text On Overflow (PUB 31)
heading (PUB 23) snapping (PUB 39)
hidden (PUB 21) Standard toolbar (PUB 19)
hidden command (PUB 18) status bar (PUB 17)
Publisher 2003 Concepts and Techniques Page 15 of 73
submenu (PUB 18) Tools button (PUB 35)
synchronized (PUB 23) Web mode (PUB 50)
task pane (PUB 8) Web publication (PUB 50)
tear-offs (PUB 23) wizard (PUB 50)
template (PUB 11) Wordwrap (PUB 26)
text box (PUB 22) workspace (PUB 15)
Text Box button (PUB 22) Zoom box (PUB 22)
Toolbar Options button (PUB 20) zoom in (PUB 22)
toolbars (PUB 19) Zoom In button (PUB 22)
Page 16 of 73 Project 2: Designing a Newsletter Formatted: Section start: New page
Microsoft Office
Formatted: Font: 22 pt
PUBLISHER 2003
2003
Concepts and Techniques
PUBLISHER 2003
Instructor’s Manual
PROJECT TWO
DESIGNING A NEWSLETTER
OBJECTIVES
Students will have mastered the material in this project when they can:
• Describe the advantages of using a • Edit personal information components,
newsletter medium and identify the steps design sets, attention getters, styles, and
in its design process sidebars
• Edit a newsletter template • Insert a WordArt object and pull quote
• Insert, delete, and navigate pages in a • Add page numbers to the master page
newsletter • Identify foreground and background
• Edit a masthead elements
• Import text files and graphics • Check a newsletter for spelling and
design errors
• Print a two-sided page
PROJECT OVERVIEW
This project introduces students to the design process and the newsletter medium. By using the
Branded Newsletter template, students learn how to edit a masthead, import text from other
sources, and add appropriate graphics. They also learn how to insert and delete pages in a
newsletter and incorporate personal information components. Students use WordArt to insert a
fancy headline with special text effects. They also import graphics and edit captions. Also,
students use the Design Gallery to insert an attention getter. Then, students add page numbers to
the master page, and use the check spelling feature and the Design Checker to identify spelling,
grammar, and design errors. Finally, students print the newsletter double-sided and save it on a
floppy disk.
Publisher 2003 Concepts and Techniques Page 17 of 73
INSTRUCTOR NOTES
Case Perspective, PUB 65
LECTURE NOTES
The Case Perspective presents a real-life situation in which Microsoft Publisher could be used
and offers background for the newsletter created in this project (Figure 2-1). Review the Case
Perspective. Note how Publisher will be used to create the newsletter.
Introduction, PUB 66
LECTURE NOTES
Define desktop as it applies to desktop publishing. Discuss the capacity of a desktop-publishing
system to produce high-quality documents quickly, easily, and inexpensively.
Project Two – Designing a Newsletter, PUB 66
LECTURE NOTES
Use Figure 2-1 to discuss the newsletter produced in this project using a Publisher Newsletter
template. Discuss the components of the newsletter.
CLASSROOM ACTIVITIES
Ask for student opinion about newsletters. Do the students subscribe to any subscription-based
newsletters or regularly pick up any free ones? Which ones? What gets a newsletter noticed and
read? Why?
Ask students about their own experiences designing and/or contributing to newsletters, either
with or without Publisher.
Starting Publisher, PUB 68
LECTURE NOTES
Review Steps 1 through 4 to start Publisher.
The newsletter medium, PUB 68
LECTURE NOTES
Discuss the advantages of a newsletter over other publication media (e.g., a brochure). Discuss
the ways in which newsletters are different from other media. Use Table 2-1 as a starting point
for discussion about the benefits and advantages of newsletters. Point out More About Desktop
Publishing and encourage students to visit the Web page mentioned for more information. Point
out More About Newsletters and encourage students to visit the More About Web page.
Designing a newsletter, PUB 69
LECTURE NOTES
Use Table 2-2 as a starting point for discussion about the issues to consider during the design
process and their application to newsletters. Brainstorm with students the possible impact of
particular content and audiences on a newsletter’s design. For example, how might a newsletter
targeted to senior citizens differ from one aimed at teenagers?
CLASSROOM ACTIVITIES
Page 18 of 73 Project 2: Designing a Newsletter
Provide examples of newsletters, some of which are well-designed while others are poorly
designed. Ask students to discuss the attributes of each and to categorize each newsletter as
either being well-designed or not.
Creating a newsletter template using a template, PUB 69
LECTURE NOTES
Discuss the two ways in which you can create a newsletter: typing it from scratch or using a
template. Define a template. Use Figures 2-2 through 2-7 to illustrate how to choose a newsletter
template and make design choices. Define mixed. Review the features of the Publisher window
in Figure 2-2 including the New Publication task pane and the Newsletters pane. Discuss
Publisher-designed publications. Point out the Q&A box on page PUB 73.
Editing the newsletter template, PUB 73
LECTURE NOTES
Briefly review the steps in the design process in Table 2-2 on page PUB 69 before beginning to
edit the newsletter template.
Pagination, PUB 73
LECTURE NOTES
Use Figures 2-8 through 2-10 to illustrate changing and deleting pages in a newsletter. Use
Figure 2-8 to point out the use of the Page Navigation Control, and use Figure 2-9 to show the
options in the Delete Page dialog box. Mention Other Ways to change and delete pages in a
newsletter on page PUB 74. Discuss the similarities between deleting and inserting pages. Point
out More About Design Issues on page PUB 75.
Editing the masthead, PUB 75
LECTURE NOTES
Define masthead and offer the example in Figure 2-11 on page PUB 76. Use Figure 2-11 to
identify and discuss the three text boxes that constitute this newsletter masthead. Point out More
About Design Sets.
Editing techniques, PUB 75
LECTURE NOTES
Discuss the alternatives for inserting, deleting, and selecting text in Publisher. Explain the use of
the BACKSPACE key to delete text and the use of CTRL+A to select all the text in a text box.
Mention More About Deleting. Use Figures 2-11 through 2-14 to illustrate editing the masthead.
Point out the use of the F9 key for viewing an enlarged version of the masthead in Figure 2-11.
Use Figure 2-13 to illustrate selecting an entire text block with a single click when that text is
placeholder text, which is designed to be replaced.
Importing files, PUB 78
LECTURE NOTES
Define the terms downloading and importing as used by Publisher. Describe what is meant by
story and linked text boxes. Mention More About Importing Files.
QUICK QUIZZES
Publisher 2003 Concepts and Techniques Page 19 of 73
What is the process of moving data from a larger computer to a smaller one known as? (Answer:
Downloading.)
What term is used to describe the inserting of text from any other source into the Publisher
workspace? (Answer: Importing.)
Replacing default text using an imported file, PUB 78
LECTURE NOTES
Explain how the newsletter’s two-column text format connects, or wraps the running text from
one linked text box to the next. Use Figures 2-15 through 2-19 to illustrate how to edit a headline
and then import a text file. Use Figure 2-18 to demonstrate the use of the Insert Text dialog box.
Mention Other Ways to import a text file on page PUB 80. Describe jump lines. Define toggle.
Discuss the use of the F9 function key to toggle between the current page view and 100%
magnification. Describe the usefulness of whole page view. Discuss the function of the Zoom
box arrow on the Standard toolbar. Mention More About Zooming on page PUB 81.
Importing text for the secondary story, PUB 81
LECTURE NOTES
Review Steps 1 through 6 for editing the secondary story headline and importing text for the
secondary story. Use Figure 2-20 to display the successfully imported text.
Importing text on the back page, PUB 82
LECTURE NOTES
Review Steps 1 through 7 for importing text for the back page story. Use Figure 2-21 to display
the successfully imported text. Point out the Q&A box.
Saving an intermediate copy of the newsletter, PUB 83
LECTURE NOTES
Initiate a discussion about the importance of saving intermediate copies of your newsletter rather
than waiting until it is completed. Review Steps 1 through 3 to save an intermediate copy of the
newsletter. Use Figure 2-22 to illustrate the file name on the title bar, once the newsletter has
been saved. Point out More About Importing HTML as Text.
Working with personal information sets, PUB 84
LECTURE NOTES
Explain personal information sets. Explain that while, in this instance, you will edit personal
information text boxes for this publication only, you also permanently can change personal
information components. Discuss More About Personal Information Sets.
Editing the personal information components, PUB 84
LECTURE NOTES
Define personal information component. Use Figures 2-23 through 2-25 to illustrate editing
personal information components, like the Organization Name Text Box in Figure 2-23 and the
Address Text Box (among others) in Figure 2-25. Point out Other Ways to edit personal
Page 20 of 73 Project 2: Designing a Newsletter
information components on page PUB 85. Discuss the use of the Undo button to keep Publisher
from synchronizing the changed components on other pages.
Editing stories in Microsoft Word, PUB 86
LECTURE NOTES
Mention the different methods for adding text to a publication, one of which is to use Microsoft
Word as an editor. Discuss the reasons why someone may wish to use this approach. Mention the
Q&A box.
Editing a story using Word, PUB 86
LECTURE NOTES
Use Figures 2-26 through 2-29 to demonstrate how to edit a story using Microsoft Word. Discuss
Other Ways to edit a story using Word on page PUB 88.
Displaying overflow text, PUB 88
LECTURE NOTES
Use Figure 2-30 to illustrate the Text in Overflow indicator. Describe the overflow area.
Discuss the different methods of moving text out of overflow and back into the publication. Use
Figures 2-30 and 2-31 to demonstrate resizing a text box to accommodate overflow text. Discuss
Other Ways to display overflow text on page PUB 89. Mention More About Text Columns.
Editing the design set, PUB 90
LECTURE NOTES
Review design sets and objects.
Editing an attention getter, PUB 90
LECTURE NOTES
Define attention getters. Use Figures 2-32 through 2-34 to illustrate how to edit the attention
getter design.
Using styles, PUB 92
LECTURE NOTES
Define style. Describe how a style is applied using the Style list on the Formatting toolbar. Use
Figures 2-35 and 2-36 to illustrate editing the style of the attention getter. Mention Other Ways
to edit the style of the attention getter on page PUB 93.
Deleting the logo, PUB 93
LECTURE NOTES
Define logo. Review Steps 1 through 3 and Figure 2-37 to delete the logo. Discuss Other Ways
to delete the logo on page PUB 94. Review the use of the Undo button on the Standard toolbar.
WordArt, PUB 94
LECTURE NOTES
Explain WordArt. Point out the warning in More About WordArt Objects.
CLASSROOM ACTIVITIES
Publisher 2003 Concepts and Techniques Page 21 of 73
Ask if any student has used WordArt in any other Office applications (e.g., Microsoft Word). For
what purpose was the WordArt object used? How did adding the WordArt object affect the
appearance of the document being created?
Inserting a WordArt object, PUB 94
LECTURE NOTES
Use Figures 2-38 through 2-44 to illustrate adding WordArt to the newsletter. Point out the Insert
WordArt button on the Objects toolbar in Figure 2-38. Review each of the components of the
Edit WordArt Text dialog box in Figure 2-39, as well as the options available on the WordArt
toolbar in Figure 2-41. Mention Other Ways to insert WordArt on page PUB 98.
Using graphics in a newsletter, PUB 98
LECTURE NOTES
Review the various types of graphics, clip art images, photographs, and scanned images that you
can use in a publication. Discuss their balanced and careful use in a publication. If possible,
provide an example of a newsletter with too many graphics and one with too few. Define
sidebar and pull quote. Mention More About Clip Art and encourage students to visit the More
About Web page for more information. Point out More About Graphics on page PUB 99 and
encourage to visit the More About Web page for more information.
Importing graphics, PUB 99
LECTURE NOTES
Use Figures 2-45 through 2-48 to demonstrate importing graphics and editing the caption.
Review Steps 1 through 5 on page PUB 101 to import a graphic. Use Figure 2-49 to show the
new graphic and caption. Define portrait orientation and landscape orientation, and show an
example of an image in each orientation to illustrate the differences. Mention More About
Portrait and Landscape Orientation on page PUB 102. Describe a proportional graphic and
discuss the use of SHIFT-dragging to maintain a graphic’s proportionality.
Editing a sidebar, PUB 102
LECTURE NOTES
Discuss More About Sidebars. Use Figures 2-50 through 2-52 to illustrate editing a sidebar.
Deleting a sidebar, PUB 104
LECTURE NOTES
Using Figure 2-53, review Steps 1 through 4 to delete the table of contents sidebar.
Inserting a pull quote, PUB 105
LECTURE NOTES
Explain what a pull quote is and use Figure 2-61 on page PUB 110 to illustrate the completed
pull quote. Discuss the use of pull quotes to invite readership. Mention More About Pull Quotes.
Describe the Design Gallery. Describe the purpose of the Paste Options button. Define Smart
Tag. Use Table 2-3 to discuss the Smart Tags available in Publisher. Describe a Smart Tag
indicator. Mention More About Typing with Smart Tags on page PUB 106. Use Figures 2-54
through 2-61 to illustrate adding a pull quote. Point out Other Ways to add a pull quote on page
PUB 110.
Page 22 of 73 Project 2: Designing a Newsletter
PROJECTS TO ASSIGN
Give students one or two short, newsletter-length articles and ask them to identify and position
an appropriate pull quote for each.
Adding page numbers to the master page, PUB 111
LECTURE NOTES
Define master page and discuss its use. Students with PowerPoint experience may want to think
of the master page as a type of slide master like those in PowerPoint, the contents of which
appear on every slide. Similarly, students with experience using headers and footers in Word
may want to draw that analogy. Mention More About Pagination and More About Objects on the
Background.
Inserting page numbers on the master page, PUB 111
LECTURE NOTES
Use Figures 2-62 through 2-65 to illustrate inserting automatic page numbering on the master
page. Mention Other Ways to add page numbering on page PUB 113. Discuss logical choices for
objects on a master page. Define transparent and foreground in the context of Publisher. Discuss
the use of the CTRL+T toggle to convert selected objects into transparent ones. Point out More
About Backgrounds on the Master Page on page PUB 113.
QUICK QUIZZES
How do you display the master page? (Answer: Click View on the menu bar and then click
Master Page.)
Which menu on the menu bar is used to add automatic page numbering? (Answer: Insert menu.)
Checking a newsletter for errors, PUB 113
LECTURE NOTES
Discuss the final stage in the design process, which includes checking a publication for errors.
Introduce the Spelling command and the Design Checker feature. Be sure to emphasize that none
of these features is a replacement for careful reading and proofreading.
CLASSROOM ACTIVITIES
Provide a sample page from a publication that has “passed” the Spelling command and/or Design
Checker feature, but which still has errors in it. Ask students to find the errors.
Spelling and grammar errors, PUB 114
LECTURE NOTES
Use Figure 2-66 to display examples of words flagged with red wavy underlines, which indicates
that they are not in Publisher’s dictionary. Mention More About Spelling Options.
Checking the newsletter for spelling and grammar errors, PUB 114
LECTURE NOTES
Publisher 2003 Concepts and Techniques Page 23 of 73
Use Figures 2-66 through 2-68 to illustrate checking the newsletter for spelling and grammar
errors. Use Figure 2-66 to point out the flagged text and each of the options in the Check
Spelling dialog box. Mention Other Ways to check the newsletter for spelling and grammar
errors on page PUB 115.
Checking the newsletter for design errors, PUB 116
LECTURE NOTES
Review the function of the Design Checker. Use Table 2-4 to describe the errors detected by the
Design Checker. Review Steps 1 through 3 to check the newsletter for design errors. Review
Step 1 to save an existing publication using the same file name. Mention More About
Hyphenation.
Printing a two-sided page, PUB 117
LECTURE NOTES
Define duplex printing. Emphasize the advice in More About Network Printing on page PUB
118. Use Figure 2-69 to illustrate printing a two-sided page. Review the options in the Print
dialog box in Figure 2-69. Ask students to compare their completed, printed documents with the
newsletter shown in Figure 2-1. Point out Other Ways to print the newsletter. Mention the two
Q&A boxes on page PUB 118. Discuss More About Folders on page PUB 118. Review Step 1
on page PUB 118 to quit Publisher.
CLASSROOM ACTIVITIES
Use this opportunity to solicit student opinion on the Publisher features demonstrated so far and
how comfortable they feel with the application.
Project summary, PUB 118
LECTURE NOTES
Briefly review the material presented in this project.
What you should know, PUB 119
LECTURE NOTES
Encourage students to use this section in preparing for tests and quizzes. Remind students about
the Quick Reference Summary located at back of the book.
Learn It Online, PUB 120
LECTURE NOTES
These exercises ask students to use the Web for additional activities, information, and resources
related to topics presented in this project. Have students use their browsers and the given URL to
complete selected exercises.
Apply Your Knowledge, PUB 121
LECTURE NOTES
Page 24 of 73 Project 2: Designing a Newsletter
This exercise gives students a chance to use what they have learned in this project with a
publication on the Data Disk. Exercise 1 can be reviewed and assigned at this time.
In the Lab, PUB 123
LECTURE NOTES
These exercises provide students with practice in using the skills developed in this project.
Exercises 1 through 3 can be reviewed and assigned at this time.
Cases and Places, PUB 127
LECTURE NOTES
These exercises offer students the opportunity to learn more about Publisher 2003 through open-
ended activities with varying degrees of difficulty. Students can be assigned one or more
exercises, or allowed to choose the exercise in which they are most interested.
Publisher 2003 Concepts and Techniques Page 25 of 73
KEY TERMS
attention getters (PUB 90) overflow area (PUB 88)
brochures (PUB 68) Paste Options button (PUB 106)
connects (PUB 78) personal information component (PUB 84)
Design Gallery (PUB 105) personal information sets (PUB 84)
desktop (PUB 66) portrait (PUB 102)
downloading (PUB 78) pull quote (PUB 99)
F9 function key (PUB 81) sidebar (PUB 99)
importing (PUB 78) Smart Tag (PUB 106)
jump lines (PUB 81) Smart Tag indicator (PUB 106)
landscape (PUB 102) story (PUB 78)
linked text boxes (PUB 78) style (PUB 92)
logo (PUB 93) Style list (PUB 92)
master page (PUB 111) Text in Overflow indicator (PUB 88)
masthead (PUB 75) toggle (PUB 81)
mixed (columns) (PUB 71) whole page view (PUB 81)
Formatted
newsletter (PUB 68)
Page 26 of 73 Project 3: Publishing a Tri-Fold Brochure
Microsoft Office
PUBLISHER 2003
Microsoft Office 2003
Concepts and Techniques Concepts and Techniques
Formatted: Font: 22 pt
Formatted: Heading 2
PUBLISHER 2003
Instructor’s Manual
PROJECT THREE
PUBLISHING A TRI-FOLD BROCHURE
OBJECTIVES
Students will have mastered the material in this project when they can:
• Discuss advantages of the brochure • Create a logo from scratch using
medium AutoShapes
• Use the Brochure Options task pane • Create a composite object in the scratch
• Create a custom color scheme area
• Edit placeholder text and personal • Group and ungroup objects
information components • Choose appropriate printing services,
• Format fonts and paragraphs paper, and color libraries
• Describe the use of photographs versus • Prepare a publication for outside printing
images • Use the Pack and Go Wizard
• Insert a photograph from a file
PROJECT OVERVIEW
This project introduces students to the brochure medium. Students learn how to create custom
color schemes, apply font effects, and change paragraph formatting. They also learn about the
use of photographs versus images, and how to insert a photograph from a file. After entering new
text and deleting unwanted objects, students create a logo from scratch using a custom shape and
symbols grouped in the workspace. Students learn about design and printing considerations such
as overlapping, separations, color libraries, paper types, and costs. Finally, students prepare a
publication for a professional publisher by previewing and printing the publication and then
using the Pack and Go Wizard to create the necessary files.
Publisher 2003 Concepts and Techniques Page 27 of 73
INSTRUCTOR NOTES
Case Perspective, PUB 129
LECTURE NOTES
The Case Perspective presents a real-life situation in which Microsoft Publisher could be used
and offers background for the brochure created in this project (Figures 3-1(a) and 3-1(b)).
Review the Case Perspective. Note how Publisher will be used to create the brochure.
Introduction, PUB 130
LECTURE NOTES
Describe a brochure and its use as a promotional publication. Consider how a well-designed
brochure can help a business.
CLASSROOM ACTIVITIES
Ask students to discuss the kinds of brochures that they have come across recently. For which
business or organization was the brochure created for? What did the brochure look like? What
kind of information did the brochure contain?
Project Three – The Holiday Trim Brochure, PUB 130
LECTURE NOTES
Use Figures 3-1(a) and 3-1(b) to illustrate the two-page, tri-fold structure of the brochure.
Discuss the contents of each of the three panels on each page, including the text boxes, shapes,
graphics, and so on. Discuss the differences between the parts of the brochure designed to
provide information and the parts designed to attract attention.
The brochure medium, PUB 132
LECTURE NOTES
Use Table 3-1 as a starting point for discussion about the benefits and advantages of brochures.
Discuss the differences between brochures and other printed media such as newspapers and
fliers. Define in-house. Discuss More About Brochures and encourage students to visit the Web
page mentioned.
Starting Publisher, PUB 133
LECTURE NOTES
Review Steps 1 through 4 to start Publisher. Discuss More About Starting Publisher.
Creating a tri-fold brochure, PUB 133
LECTURE NOTES
Discuss the use of templates to create a brochure. Discuss the ways in which options for
brochures differ from other publications.
Making choices in the Brochure Options task pane, PUB 133
LECTURE NOTES
Review the task pane selections shown in Table 3-2, including the Page size, Customer
address, and Form options. Discuss the four Form options: None, Order form, Response form,
and Sign-up form. Use Figures 3-2 through 3-5 to illustrate choosing brochure options. Explain
Page 28 of 73 Project 3: Publishing a Tri-Fold Brochure
that the thumbnail previews students see in Figure 3-2 may not match those on their own
computers. Discuss each of the elements of the Brochure Options task pane in Figure 3-3. Point
out the Modern font scheme selected in the Font Schemes task pane in Figure 3-5. Point out
Other Ways to create a brochure on page PUB 136.
Custom color schemes, PUB 136
LECTURE NOTES
Describe a color scheme and a custom color scheme. Explain that you can choose one main
color, five accent colors, a hyperlink color, and a followed hyperlink color in creating a custom
color scheme. Point out the Q&A box. Mention that the name given to a custom color scheme
appears in the Apply a color scheme list in the Color Schemes task pane, and that the chosen
colors appear on the Fill Color, Line Color, and Font Color button menus.
Creating a custom color scheme, PUB 137
LECTURE NOTES
Use Figures 3-6 through 3-12 to illustrate creating a custom color scheme. Point out the Custom
color scheme link on the Color Schemes task pane in Figure 3-6. Use Figures 3-11 and 3-12 to
show how the name given to a custom color scheme appears in the Apply a color scheme list in
the Color Schemes task pane. Mention Other Ways to create a custom color scheme on page
PUB 140. Review Steps 1 through 3 on page PUB 141 to save the publication. Point out More
About Automatic Saving on page PUB 141.
Replacing text, PUB 141
LECTURE NOTES
Review the two ways of editing text: editing the text directly using Publisher, or using Word to
facilitate the editing. Discuss the advantages of both. Review Table 3-3, which displays the text
that needs to be replaced on page 1 of the brochure. Use Figures 3-13 through 3-18 to illustrate
editing text in the brochure. Review Steps 1 through 4 on page PUB 144 to edit the other text
boxes on page 1 of the brochure using Table 3-3.
CLASSROOM ACTIVITIES
Give students examples of circumstances in which one or the other method of editing text is a
preferable way of making the changes, and ask students to determine which method is best.
Deleting objects on page 1, PUB 144
LECTURE NOTES
Review Steps 1 through 3 on page PUB 145 to delete objects on page 1 of the brochure. Figure
3-19 shows the brochure with the objects deleted.
Font scheme styles, PUB 145
LECTURE NOTES
Review a style. Note that when the Modern font scheme was selected from the Font Schemes
task pane, Publisher created styles for title text, headings, accent text, body text, and personal
information components using the font scheme. Discuss More About Font Schemes.
Applying a font scheme style, PUB 145
Publisher 2003 Concepts and Techniques Page 29 of 73
LECTURE NOTES
Explain the two methods of applying a style to text: selecting the style from the Style list on the
Formatting toolbar and then typing the text, or selecting the text first and then selecting the style.
Use Figures 3-20 through 3-23 to insert a text box and apply a font scheme style. Use Figure 3-
22 to show the various Styles created by the choice of the Modern Font Scheme. Review Steps 1
and 2 on page PUB 148 to switch to page 2 of the brochure.
Formatting fonts and paragraphs, PUB 148
LECTURE NOTES
Discuss the various methods provided in Publisher for formatting fonts and paragraphs, such as
font schemes, styles, font effects, and line spacing options.
Font effects, PUB 148
LECTURE NOTES
Define effect. Use Table 3-4 to describe the font effects available in Publisher. Point out More
About Fonts and encourage students to visit the mentioned Web page for more information.
PROJECTS TO ASSIGN
Ask students to download two free fonts from the Web that they currently do not have on their
computers.
Using a font effect, PUB 148
LECTURE NOTES
Use Figures 3-24 through 3-26 to illustrate applying a font effect. Discuss the options available
in the Font dialog box in Figure 3-25. Use Figure 3-26 to show the new text displayed with the
Outline font effect. Mention Other Ways to apply a font effect on page PUB 150. Define
superscript and subscript.
QUICK QUIZZES
What do you call text that is slightly higher than other text on a line? (Answer: A superscript)
What do you call text that is slightly lower than other text on a line? (Answer: A subscript)
Formatting paragraphs, PUB 150
LECTURE NOTES
Define paragraph and hard return. Explain what is meant by indentation. Define alignment
and discuss the available alignments options: left-aligned, right-aligned, centered, justified, and
Distribute alignment. Define line spacing. Describe the function of baseline guides. Define
paragraph spacing. Discuss More About Line Spacing in Publisher.
QUICK QUIZZES
Pressing which key creates a hard return? (Answer: The ENTER key)
Which term refers to the distance of the paragraph from either the left or right margins? (Answer:
Indentation)
Formatting paragraphs in the main inside story, PUB 151
LECTURE NOTES
Page 30 of 73 Project 3: Publishing a Tri-Fold Brochure
Note that Table 3-5 contains the text for the main inside story of the brochure. Use Figures 3-27
through 3-29 to illustrate changing the alignment and line spacing of the text, and then typing the
text. Mention Other Ways to change the alignment and line spacing on page PUB 152. Define
widow and orphan, and describe how widow and orphan control can be set using the Line and
Paragraph Breaks tab of the Paragraph dialog box.
Editing the caption, price list, order form heading, PUB 153
LECTURE NOTES
Use Figures 3-30 through 3-32 to illustrate editing the caption, price list, and order form heading.
Note that Table 3-6 displays the text for the price list. Point out the new caption in Figure 3-30,
the edited price list in Figure 3-31, and the new Order Form heading in Figure 3-32.
Using photographs and images in a brochure, PUB 154
LECTURE NOTES
Define digitizing. Discuss how digitized photos and graphics downloaded from the Web have
made it affordable for small businesses to include photographs in their brochures and other types
of publications. Define extensions and review the extensions listed in Table 3-7. Point out More
About The Microsoft Web Page.
PROJECTS TO ASSIGN
Ask students to search the Web to find and download three images, each having a different file
format from among the formats listed in Table 3-7.
Inserting a photograph from a file, PUB 155
LECTURE NOTES
Discuss the different sources from which Publisher can insert a photograph. Use Figures 3-33
and 3-34 to illustrate inserting a photograph from a file. Discuss the commands on the Change
Picture submenu in Figure 3-33. Mention Other Ways to insert a photograph from a file on page
PUB 156. Describe illustration software.
CLASSROOM ACTIVITIES
Ask if any students have had experience with an illustration software, such as CorelDRAW! or
Adobe Illustrator. Which software did they use? For what purpose did they use the illustration
software?
Replacing graphics on page 1, PUB 156
LECTURE NOTES
Review Steps 1 through 5 on pages PUB 156 and PUB 157 to replace the graphics in the left
panel of page 1. Point out the new graphic in Figure 3-35. Review Steps 1 through 4 on page
PUB 157 to replace the graphics in the right panel of page 1. Point out the new graphic in Figure
3-36. Discuss other sources for clip art in addition to those available through the Clip Art task
pane. Explain a bulletin board system, and discuss its use in sharing graphics files.
Creating a logo from scratch, PUB 157
LECTURE NOTES
Publisher 2003 Concepts and Techniques Page 31 of 73
Define logo. Discuss More About Logo Copyrights, emphasizing the caveat about copyrights.
CLASSROOM ACTIVITIES
Present samples of logos to illustrate the way in which a logo is a recognizable symbol that
easily identifies a person, business, or organization.
Creating a shape for the logo, PUB 157
LECTURE NOTES
Discuss the AutoShapes menu and explain how it differs from WordArt. Mention More About
AutoShapes on page PUB 158. Explain the scratch area, or the workspace, and discuss its use.
Use Figures 3-37 through 3-41 to illustrate creating a shape for the logo. In Figure 3-38, point
out the AutoShapes button on the Objects toolbar and the AutoShapes menu. Use Figure 3-39 to
illustrate the use of the Object Size box on the status bar. Point out Other Ways to create a shape
for the logo on page PUB 160.
Creating a text box with text wrapping, PUB 160
LECTURE NOTES
Define text wrapping. Explain the wrapping styles available in Publisher: Square, Tight,
Through, Top and bottom, and None. Mention More About Text Wrapping. Use Figures 3-42
and 3-43 to create a text box with text wrapping.
Inserting a symbol, PUB 162
LECTURE NOTES
Define symbol. Mention More About Symbols. Use Figures 3-44 through 3-46 to illustrate
inserting a symbol. Explain the elements of the Symbol dialog box in Figure 3-45. Describe the
knocking out technique used by profession printers and explain when it is needed. Discuss the
Q&A box on page PUB 163.
Copying text boxes, PUB 163
LECTURE NOTES
Use Figure 3-47 to illustrate copying text boxes.
Aligning and nudging the logo text boxes, PUB 164
LECTURE NOTES
Define layering and stress its importance when you are grouping the components of a composite
object. Describe an order error. Explain that the Arrange menu, displayed in Figure 3-50, allows
you to nudge, arrange, align, and rotate objects. Explain that you can nudge an object by
pressing an arrow key (or ALT+ARROW key for text boxes). Use Table 3-8 to discuss Publisher’s
align or distribute commands available through the Arrange menu. Use Figures 3-48 through 3-
52 to illustrate aligning and nudging the logo objects. Use Figure 3-50 to illustrate the use of
SHIFT+click to select multiple objects. Use Figure 3-52 to demonstrate the use of ALT+ARROW
key to nudge text boxes.
Grouping objects, PUB 167
LECTURE NOTES
Page 32 of 73 Project 3: Publishing a Tri-Fold Brochure
Explain what it means to group objects and what the reasons for grouping objects are. Use
Figures 3-53 through 3-55 to illustrate grouping objects. Point out that once the objects are
grouped, they display with a single set of handles, as in Figure 3-55. Point out the Group Objects
button in Figure 3-54 and the Ungroup Objects button in Figure 3-55. Mention Other Ways to
group objects on page PUB 168.
Repositioning objects, PUB 168
LECTURE NOTES
Use Figures 3-56 through 3-58 to illustrate repositioning the logo. Discuss More About
Positioning Objects on page PUB 170.
Checking and saving the publication, PUB 170
LECTURE NOTES
Review Steps 1 through 6 to check the publication and save the publication again.
Outside printing, PUB 171
LECTURE NOTES
Define outsource. Briefly outline some of the considerations for preparing a document for
outside printing (e.g., color, printing, paper) to be discussed next.
Previewing the brochure before printing, PUB 171
LECTURE NOTES
Review Steps 1 through 4 to preview the brochure before printing. Discuss the preview (without
special characters and guides) in Figure 3-59. Review Steps 1 through 4 on page PUB 172 to
print the brochure. Review the printed brochure shown in Figures 3-1(a) and 3-1(b) on page PUB
131. Mention More About Laser Printers on page PUB 172 and refer students to the Web page
mentioned.
Printing considerations, PUB 172
LECTURE NOTES
Use Table 3-9 as a starting point for a discussion about desktop versus professional options for
printing. Explain what it means to set up a publication for a particular type of printing. Discuss
More About Printing in Color.
Paper considerations, PUB 173
LECTURE NOTES
Describe the paper types mentioned (e.g., 20 lb. bond paper, glossy paper, linen paper, blade-
coated paper) and, if possible, show examples of each.
PROJECTS TO ASSIGN
Describe a desktop-publishing project and ask students to identify the best paper choice for the
project.
Color considerations, PUB 173
LECTURE NOTES
Publisher 2003 Concepts and Techniques Page 33 of 73
Explain the Composite RGB color scheme. Define libraries and outline the three examples
mentioned in the text. Describe black-and-white printing. Define spot color and Pantone, and
explain spot-color printing. Explain what is meant by a color-matching library and the
separation of color in a spot-color publication. Discuss More About Spot Color Printing. Define
CMYK, or four-color printing, and explain what process-color printing entails. Explain what
role and image setter and printing plates play in process-color printing. Discuss More About
CMYK Process Colors. Explain digital printing and discuss some of the changes its
introduction might have on the printing industry. Discuss More About Printing Service Colors.
Point out More About Flipping Objects to Print on T-Shirts on page PUB 174.
Choosing a commercial printing tool, PUB 174
LECTURE NOTES
Use Figures 3-60 and 3-61 to illustrate choosing a commercial printing tool. Review the options
in the Color Printing dialog box in Figure 3-61. Point out Other Ways to choose a commercial
printing tool on page PUB 175.
Packaging the publication for the printing service, PUB 175
LECTURE NOTES
Outline the two options for packaging a publication file for the printing service – using the Pack
and Go Wizard or saving the files in the Encapsulated PostScript format – to be discussed next.
Using the Pack and Go Wizard, PUB 175
LECTURE NOTES
Explain the Pack and Go Wizard. Describe the Unpack.exe program and the Readme file.
Define embedding. Mention More About The Pack and Go Readme File and encourage students
to visit the Web page mentioned for more information. Use Figures 3-62 through 3-66 to
illustrate how to use the Pack and Go Wizard. Mention Other Ways to use the Pack and Go
Wizard on page PUB 178.
Using PostScript files, PUB 178
LECTURE NOTES
Define PostScript and explain what is meant by handing off PostScript files. Explain PostScript
dumps, or Encapsulated PostScript (EPS) files. Define PostScript printer drivers (PPDs)
and explain their role in the process of saving files in a PostScript format. Explain prepress
tasks and preflight checks. Mention More About Submitting PostScript Files on page PUB 179.
Quitting Publisher, PUB 179
LECTURE NOTES
Review Steps 1 and 2 to quit Publisher.
CLASSROOM ACTIVITIES
Use this opportunity to solicit student opinion on the Publisher features demonstrated so far and
how comfortable they feel with the application.
Project summary, PUB 179
LECTURE NOTES
Page 34 of 73 Project 3: Publishing a Tri-Fold Brochure
Briefly review the material presented in this project.
What you should know, PUB 179
LECTURE NOTES
Encourage students to use this section in preparing for tests and quizzes. Mention More About
The Publisher Help System on page PUB 180 and refer students to Appendix A for more
information on the Publisher Help system. Discuss More About Quick Reference on page PUB
180 and encourage students to either access the Quick Reference Summary at the back of the
book or visit the Web page mentioned.
Learn it online, PUB 181
LECTURE NOTES
These exercises ask students to use the Web for additional activities, information, and resources
related to topics presented in this project. Have students use their browsers and the given URL to
complete selected exercises.
Apply your knowledge, PUB 182
LECTURE NOTES
This exercise gives students a chance to use what they have learned in this project with a
publication on the Data Disk. Exercise 1 can be reviewed and assigned at this time.
In the lab, PUB 184
LECTURE NOTES
These exercises provide students with practice in using the skills developed in this project.
Exercises 1 through 3 can be reviewed and assigned at this time.
Cases and places, PUB 191
LECTURE NOTES
These exercises offer students the opportunity to learn more about Publisher 2003 through open-
ended activities with varying degrees of difficulty. Students can be assigned one or more
exercises, or allowed to choose the exercise in which they are most interested.
Publisher 2003 Concepts and Techniques Page 35 of 73
KEY TERMS
20 lb. bond paper (PUB 173) main color (PUB 136)
align (PUB 164) None (PUB 160)
alignment (PUB 150) nudge (PUB 165)
AutoShapes (PUB 158) order (PUB 164)
baseline guides (PUB 150) Order form (PUB 133)
black-and-white printing (PUB 173) orphan (PUB 152)
blade-coated paper (PUB 173) outsource (PUB 171)
brochures (PUB 132) Pack and Go Wizard (PUB 175)
bulletin board system (PUB 157) Page size (PUB 133)
CMYK (PUB 173) Pantone (PUB 173)
color-matching library (PUB 173) paragraph (PUB 150)
Composite RGB (PUB 173) paragraph spacing (PUB 150)
custom color scheme (PUB 136) PostScript (PUB 178)
Customer address (PUB 133) PostScript dumps (PUB 178)
digital printing (PUB 174) PostScript printer drivers (PPDs) (PUB 178)
digitizing (PUB 154) preflight check (PUB 179)
Distribute (PUB 150) prepress tasks (PUB 179)
effect (PUB 148) printing plates (PUB 174)
embedding (PUB 175) process-color printing (PUB 173)
Encapsulated PostScript (EPS) (PUB 178) Readme file (PUB 175)
extensions (PUB 155) Response form (PUB 133)
Font dialog box (PUB 149) scratch area (PUB 158)
Form (PUB 133) separated (PUB 173)
four-color printing (PUB 173) set up (PUB 172)
glossy paper (PUB 173) Sign-up form (PUB 133)
group (PUB 167) spot color (PUB 173)
hard return (PUB 150) spot-color printing (PUB 173)
illustration software (PUB 156) Square (PUB 160)
image setter (PUB 174) subscript (PUB 150)
indentation (PUB 150) superscript (PUB 150)
in-house (PUB 132) symbol (PUB 162)
justified (PUB 150) text wrapping (PUB 160)
knocking out (PUB 163) Through (PUB 160)
layering (PUB 164) Tight (PUB 160)
libraries (PUB 173) Top and bottom (PUB 160)
line spacing (PUB 150) Unpack.exe (PUB 175)
linen paper (PUB 173) widow (PUB 152)
Formatted
logo (PUB 157) wrapping styles (PUB 160)
Page 36 of 73 Project 4: Personalizing and Customizing Publications with Information Sets
MICROSOFT OFFICE
PUBLISHER 2003
Concepts and Techniques
Instructor’s Manual
PROJECT FOUR
PERSONALIZING AND CUSTOMIZING PUBLICATIONS WITH
INFORMATION SETS
OBJECTIVES
Students will have mastered the material in this project when they can:
• Start Publisher with a blank publication • Explain character spacing techniques
• Edit layout and ruler guides • Format using the Format Painter
• Create a personal information set • Create a business card
• Use letterhead production techniques to • Create an envelope
create a letterhead • Create an address list and labels
• Format an object with a gradient fill, • Use field codes to merge an address list
differentiating among tints, shades, with a main document
patterns, and textures • Use the Easy Web Site Builder to create
• Crop a photograph a simple Web page
• Use the Measurement toolbar to position
objects
PROJECT OVERVIEW
This project introduces students to personalizing and customizing publications. First, students
create the personal information set with its various components. Then students use the
information, along with a fill effect, to create a letterhead complete with a picture. Students also
add a border to and crop the picture. Next, students apply the same components to a business
card using a template. Students also create an envelope for mass mailing along with a database of
customers and then merge it with a mailing label file. Finally, students use the Easy Web Site
Builder to create a prototype of a Web page.
Publisher 2003 Concepts and Techniques Page 37 of 73
INSTRUCTOR NOTES
Case Perspective, PUB 209
LECTURE NOTES
The Case Perspective presents a real-life situation in which Microsoft Publisher could be used
and offers background for the letterhead, business card, envelope, and Web page to be created in
this project (Figure 4-1). Review the Case Perspective. Provide a brief introduction to what
students will learn in this project.
Introduction, PUB 210
LECTURE NOTES
Discuss the capacity of Publisher to serve as a complete application product for small businesses.
Consider the advantages and disadvantages of using Publisher in a small business as opposed to
the use of dedicated application software (e.g., Microsoft Word as a word processor, Microsoft
Access as a database for mass mailings).
Project Four – Personalizing and Customizing Publications with Information Sets, PUB
210
LECTURE NOTES
Use Figure 4-1 to discuss how the letterhead, business card, envelope, and Web page will be
created using a personal information set. Discuss the database that will be created and used in
this project.
Creating letterhead from scratch, PUB 212
LECTURE NOTES
Explain that a blank publication contains no preset objects or design, allowing you to start a
publication from scratch. Consider circumstances in which templates are appropriate, and times
when blank publications are preferred. Discuss More About Why Businesses Use Microsoft
Publisher.
Starting Publisher with a blank publication, PUB 212
LECTURE NOTES
Explain the two ways in which the New Publication task pane can be used to start a blank
publication. Use Figure 4-2 to point out the New Publication task pane. Review Steps 1 through
5 on pages PUB 212 and PUB 213 to start Publisher with a blank publication. Review Steps 1
through 3 on page PUB 213 to set the color and font schemes.
Using layout and ruler guides, PUB 213
LECTURE NOTES
Define margin. Define printing area, or printable region, and discuss the effect of the type of
printer and size of paper on the printing area. Define Publisher’s object boundaries and layout
guides and explain the purpose of both. Mention More About Guides.
Editing the layout guides, PUB 213
LECTURE NOTES
Use Figures 4-3 through 4-5 to illustrate editing the layout guides. Point out the layout guide in
Figure 4-3. Mention Other Ways to edit the layout guides on page PUB 215.
Page 38 of 73 Project 4: Personalizing and Customizing Publications with Information Sets
Using rulers and ruler guides, PUB 215
LECTURE NOTES
Use Figure 4-6 to point out and describe Publisher’s vertical and horizontal rulers. Discuss the
purpose of rulers. Describe ruler guides and explain how they are used. Use Figures 4-6 through
4-8 to illustrate moving a ruler and creating ruler guides. Consider Other Ways to move a ruler
and create ruler guides on page PUB 216. Discuss More About The Workspace.
Personal information sets, PUB 217
LECTURE NOTES
Redefine a personal information set as a set of components containing information about a
person, business, or organization. Mention that publications created from scratch can integrate a
personal information set by including one or more of the components in the publication. Mention
the different personal information sets available. Discuss More About Personal Information Sets.
Editing the personal information set, PUB 217
LECTURE NOTES
Introduce the eight components of a personal information set. Discuss how to change personal
information sets for the current publication only and for all future publications. Use Figures 4-9
through 4-12 to illustrate editing a personal information set. Review the features in the Personal
Information dialog box in Figure 4-10. Mention that Table 4-1 contains the data for each of the
personal information components for this project. Discuss Other Ways to edit a personal
information set on page PUB 219.
Creating a company letterhead, PUB 220
LECTURE NOTES
Define letterhead. Discuss the various options available for producing letterheads (e.g., in-house
production, and outsourcing). Using Figure 4-1 on page PUB 211, discuss the required letterhead
for the Only Cakes company. Mention More About Letterhead and encourage students to visit
the More About Web page for more information.
Fill effects, PUB 220
LECTURE NOTES
Define fill (e.g., to fill a rectangle). Define fill effects and discuss their applications in Publisher.
Define gradient and discuss the use of gradient fills in creating interesting visual effects. Use
Figures 4-13 through 4-18 to illustrate creating a gradient fill effect. Point out the Fill Effects
command in Figure 4-15. Discuss the options in the Fill Effects dialog box in Figure 4-16.
Mention More About Fills. Point out Other Ways to create gradient fill effects on page PUB 223.
Define texture fill. Discuss the use of patterns in Publisher, as well as picture fills. Explain the
difference between tints and shades. Mention More About Color Palettes on page PUB 223.
QUICK QUIZZES
What term refers to a gradual progression of colors and shades? (Answer: Gradient.)
What do you call a combination of colors and patterns without gradual shading? (Answer: A
texture fill.)
What term refers to a mixture of a base color and black? (Answer: Shade.)
Publisher 2003 Concepts and Techniques Page 39 of 73
Line color, PUB 223
LECTURE NOTES
Define line colors. Use Figures 4-19 and 4-20 to illustrate changing the line color. Mention
Other Ways to change the line color on page PUB 224.
Inserting and formatting personal information components, PUB 225
LECTURE NOTES
Use Figures 4-21 through 4-24 to illustrate inserting and formatting personal information
components. Mention Other Ways to insert personal information components on page PUB 227.
Searching for and editing photographs, PUB 227
LECTURE NOTES
Explain the role of photographs in publications. Discuss the need for a way to search for
photographs. Mention that a graphic can be manipulated using the Picture toolbar. Use Table 4-2
to discuss the functions of the buttons of the Picture toolbar.
QUICK QUIZZES
Which button of the Picture toolbar is clicked to increase the percentage of black in all the colors
of a graphic? (Answer: The More contrast button.)
Which button of the Picture toolbar is clicked to make all the colors of a graphic lighter?
(Answer: The More brightness button.)
Which button of the Picture toolbar is used to trim vertical or horizontal edges of an object?
(Answer: The Crop button.)
Searching for photographs, PUB 228
LECTURE NOTES
Use Figures 4-25 through 4-27 to illustrate searching for a photograph. Use Figure 4-26 to
discuss the options available on the Clip Art task pane for limiting the search. Discuss Other
Ways to insert a photograph on page PUB 230.
Cropping a photograph, PUB 230
LECTURE NOTES
Describe what it means to crop an object. Discuss the reasons for cropping pictures. Use Figures
4-28 through 4-30 to illustrate cropping a picture. Mention Other Ways to crop a picture on page
PUB 232. Explain the difference between cropping and resizing a graphic.
CLASSROOM ACTIVITIES
Ask students to search for a photograph using a specific word (e.g., “flower”). Have the students
drag the photograph into the workspace and then crop the photograph.
Adding a line border, PUB 232
LECTURE NOTES
Describe BorderArt. Use Figures 4-31 and 4-32 to illustrate adding a line border. Mention Other
Ways to add a line border on page PUB 233. Define trap and explain why it is needed. Point out
Page 40 of 73 Project 4: Personalizing and Customizing Publications with Information Sets
More About Trapping on page PUB 234. Explain what it means to recolor a graphic. Discuss the
Q&A box on page PUB 234. Define scaling. Define contrast and brightness.
CLASSROOM ACTIVITIES
Demonstrate a graphic scaled by a significant percentage (e.g., increased and/or decreased by
50%) in order to illustrate how scaling works.
Using the Measurement toolbar, PUB 234
LECTURE NOTES
Discuss the use of the Measurement toolbar to set the location and size of an object, as well as
its angle of rotation. Discuss how to access the Measurement toolbar and review its features as
outlined in Table 4-3. Mention More About Toolbar Accelerators. Describe a kern. Define
scaling and tracking and explain the difference between the two. Define kerning, or track
kerning, which is a special form of tracking. Explain the difference between automatic and
manual kerning. Discuss More About Kerning on page PUB 235. Use Figure 4-33 to illustrate
positioning objects using the Measurement toolbar. Mention Other Ways to display the
Measurement toolbar on page PUB 236. Review Steps 1 through 3 on page PUB 236 to kern
letters.
Creating the lower portion of the letterhead, PUB 237
LECTURE NOTES
Discuss what needs to be done to create the lower portion of the letterhead. Use Figure 4-34 to
illustrate copying and pasting an object. Mention Other Ways to copy and paste an object.
Rotating an object, PUB 237
LECTURE NOTES
Point out the rotation handle in Figure 4-35 and describe how it is used to rotate an object.
Discuss the four options provided in Publisher to flip an object. Use Figures 4-35 and 4-36 to
illustrate rotating an object. Mention Other Ways to rotate an object on page PUB 238. Discuss
More About Rotating on page PUB 242, making sure to explain the conversion of negative
rotations into their corresponding positive numbers (e.g., -90 into 270).
Formatting with the Format Painter, PUB 239
LECTURE NOTES
Explain the function of the Format Painter. Use Figures 4-37 through 4-39 to illustrate
formatting the tag line with the Format Painter. Point out the Format Painter button in Figure 4-
38. Mention Other Ways to use the Format Painter on page PUB 240. Review Steps 1 and 2 on
page PUB 240 to reduce the font size of the tag line and to center it. The resulting tag line is
shown in Figure 4-40. Review Steps 1 and 2 on pages PUB 240 and PUB 241 to group objects.
Review Steps 1 and 2 on page PUB 241 to move an object. Figure 4-41 shows the object in the
new location.
CLASSROOM ACTIVITIES
Survey students about their experience using the Format Painter in other Microsoft Office
applications, such as Word or Excel.
Publisher 2003 Concepts and Techniques Page 41 of 73
Using an automatic date, PUB 242
LECTURE NOTES
Explain how Publisher and other Microsoft Office applications automatically can display the
current date and/or time.
Inserting a date in the letterhead, PUB 242
LECTURE NOTES
Use Figures 4-42 through 4-45 to illustrate inserting an automatic date. Use Figure 4-44 to point
out the different formats available in the Date and Time dialog box for the date and/or time.
Mention Other Ways to insert an automatic date on page PUB 244.
Saving the letterhead, PUB 244
LECTURE NOTES
Review Steps 1 through 6 to save the letterhead. Show the completed letterhead in Figure 4-1 on
page PUB 211. Review Step 1 on page PUB 245 to close a publication without quitting
Publisher.
Business cards, PUB 245
LECTURE NOTES
Define business card. Discuss a business card’s components. If possible, provide examples of
different styles of business cards. Mention More About Outsourcing Your Business Cards and
encourage students to visit the mentioned Web site for more information.
The business card template, PUB 245
LECTURE NOTES
Discuss the advantages of using a business card template for creating a business card for the
Only Cakes company. Review Steps 1 through 4 on pages PUB 245 and PUB 246 to create a
business card. Discuss the Business Card Options task pane.
Editing the business card, PUB 246
LECTURE NOTES
Define layout and give examples of editing the layout. Use Figure 4-46 to illustrate editing the
business card.
Saving, printing, and closing the business card, PUB 247
LECTURE NOTES
Review Steps 1 through 7 to save, print, and close the business card. Use Figure 4-1 on page
PUB 211 to display the completed business card.
Envelopes, PUB 247
LECTURE NOTES
Review the common sizes for business and personal envelopes. Discuss More About Envelopes.
Page 42 of 73 Project 4: Personalizing and Customizing Publications with Information Sets
Creating an envelope, PUB 247
LECTURE NOTES
Review Steps 1 through 5 on pages PUB 247 and PUB 248 to create an envelope. Discuss the
envelope displayed in the workspace in Figure 4-47. Review Steps 1 through 7 on page PUB 248
to save, print, and close the envelope. Use Figure 4-1 on page PUB 211 to display the completed
envelope.
Using the Mail Merge feature, PUB 249
LECTURE NOTES
Define form letter and explain its typical contents. Define merging. Define mailing list, main
publication, data source, and database. Explain the relationship between a main publication
and a data source. Explain what is meant by Publisher's ability to create data sources internally.
Use Table 4-4 to review the data formats acceptable to Publisher for importing. Point out More
About Printing a Custom Size Publication.
CLASSROOM ACTIVITIES
Ask about students' experience using other applications (e.g., Microsoft Word) to perform
merges.
Creating a Publisher address list, PUB 250
LECTURE NOTES
Define Publisher address list and entry. If your students have experience with databases, draw
an analogy between an entry and a record in a database. Use Table 4-5 to define fields and data.
Use Figures 4-48 through 4-52 to illustrate creating an address list. Discuss the features of the
New Address List dialog box in Figure 4-49. Mention the use of the TAB key to move between
fields in the dialog box. Point out and discuss the Customize button in Figure 4-51. Mention
Other Ways to create a Publisher address list on page PUB 252. Discuss More About Filter and
Sort on page PUB 253.
Creating a main publication using a label wizard, PUB 253
LECTURE NOTES
Explain the function of mailing labels. Review Steps 1 through 3 to use the Label Wizard.
Discuss the label displayed in the workspace in Figure 4-53. Discuss More About Main
Publications.
Inserting field codes, PUB 254
LECTURE NOTES
Define field code and grouped field code. Discuss the use of the Mail and Catalog Merge
Wizard to guide users through the merging process. Use Figures 4-54 through 4-62 to illustrate
inserting field codes and merging. Review the options in the Mail and Catalog Merge task pane
in Figure 4-55. Explain the use of the Mail Merge Recipients dialog box in Figure 4-57.
Discuss the features of the Insert Address Block dialog box in Figure 4-59. Point out the use of
the Preview pane in the Insert Address Block dialog box in Figure 4-59; encourage students to
make use of this feature before printing so as not to waste labels or envelopes. Review the
features of the Print Merge dialog box in Figure 4-61. Discuss the completed labels shown in
Figure 4-62. Define OCR. Describe static data, and explain why students should be careful to
Publisher 2003 Concepts and Techniques Page 43 of 73
remerge their address lists with the main documents if any of the data has changed. Mention
More About Printing Multiples on page PUB 258. Review Step 1 on page PUB 259 to close the
envelope.
Web sites, PUB 259
LECTURE NOTES
Define prototype. Discuss the reasons for creating a Web page prototype. Point out More About
Web Sites and encourage students to visit the mentioned Web page for more information.
Creating a Web site, PUB 259
LECTURE NOTES
Use Figures 4-63 and 4-64 to illustrate using Publisher’s Easy Web Site Builder.
Editing Web page text, PUB 260
LECTURE NOTES
Review Steps 1 through 3 on pages PUB 260 and PUB 261 to edit the text in the Web page using
Table 4-6. Use Figure 4-65 to show the new text.
Replacing the Web page graphic, PUB 261
LECTURE NOTES
Review Steps 1 through 6 to copy a graphic from another publication. Discuss More About
Graphics on the Web. Use Figure 4-66 to show the pasted graphic.
Setting Web page options, PUB 262
LECTURE NOTES
Define Web page title, Web page description, keywords, and background sound. Point out
More About Search Engines and encourage students to visit the mentioned Web page for more
information. Use Figures 4-67 and 4-68 to illustrate setting Web page options. Mention Other
Ways to set Web page options on page PUB 263. Review Steps 1 and 2 on page PUB 263 to
preview the Web page. Review Steps 1 through 5 on page PUB 263 to save the publication as a
Publisher file. Review Steps 1 through 4 on page PUB 264 to save the publication as a Web
page. Use Figure 4-69 to review the Save As dialog box. Describe a filtered HTML format.
Define Vector Markup Language (VML).
Quitting Publisher, PUB 264
LECTURE NOTES
Review Steps 1 and 2 to quit Publisher.
CLASSROOM ACTIVITIES
Use this opportunity to solicit student opinion on the Publisher features demonstrated so far and
how comfortable they feel with the application.
Project summary, PUB 265
LECTURE NOTES
Briefly review the material presented in this project.
Page 44 of 73 Project 4: Personalizing and Customizing Publications with Information Sets
What you should know, PUB 265
LECTURE NOTES
Encourage students to use this section in preparing for tests and quizzes. Remind students about
the Quick Reference Summary located at the back of the book.
Learn it online, PUB 266
LECTURE NOTES
These exercises ask students to use the Web for additional activities, information, and resources
related to topics presented in this project. Have students use their browsers and the given URL to
complete selected exercises.
Apply your knowledge, PUB 267
LECTURE NOTES
This exercise gives students a chance to use what they have learned in this project with a
publication on the Data Disk. Exercise 1 can be reviewed and assigned at this time.
In the lab, PUB 268
LECTURE NOTES
These exercises provide students with practice in using the skills developed in this project.
Exercises 1 through 3 can be reviewed and assigned at this time.
Cases and places, PUB 272
LECTURE NOTES
These exercises offer students the opportunity to learn more about Publisher 2003 through open-
ended activities with varying degrees of difficulty. Students can be assigned one or more
exercises, or allowed to choose the exercise in which they are most interested.
Publisher 2003 Concepts and Techniques Page 45 of 73
KEY TERMS
background sound (PUB 262) Mail Merge Recipients dialog box (PUB
blank publication (PUB 212) 256)
BorderArt (PUB 232) mailing list (PUB 249)
brightness (PUB 234) Mail and Catalog Merge Wizard (PUB 254)
business card (PUB 245) main publication (PUB 249)
Business Card Options task pane (PUB 246) margin (PUB 213)
contrast (PUB 234) Measurement toolbar (PUB 234)
crop (PUB 230) merging (PUB 249)
data source (PUB 249) OCR (PUB 258)
database (PUB 249) patterns (PUB 223)
entry (PUB 250) personal information set (PUB 217)
envelopes (PUB 247) picture fill (PUB 223)
field code (PUB 254) Print Merge dialog box (PUB 258)
fields (PUB 250) printing area (PUB 213)
fill (PUB 220) prototype (PUB 259)
fill effects (PUB 220) Publisher address lists (PUB 250)
flip (PUB 238) recolor (PUB 234)
form letter (PUB 249) rotate (PUB 237)
Format Painter (PUB 239) scaling (PUB 234, PUB 235)
gradient (PUB 220) shade (PUB 223)
grouped field code (PUB 254) static (PUB 258)
import (PUB 249) texture fill (PUB 223)
Insert Address Block dialog box (PUB 257) tint (PUB 223)
kern (PUB 235) track kerning (PUB 235)
kerning (PUB 235) tracking (PUB 235)
keywords (PUB 262) trap (PUB 234)
layout (PUB 246) Vector Markup Language (VML) (PUB
letterhead (PUB 220) 264)
line colors (PUB 223) Web page description (PUB 262)
Formatted
Web page title (PUB 262)
Page 46 of 73 Project 5: Creating Business Forms and Tables Deleted: 9
MICROSOFT OFFICE
PUBLISHER 2003
Concepts and Techniques
Instructor’s Manual
PROJECT FIVE
CREATING BUSINESS FORMS AND TABLES
OBJECTIVES
Students will have mastered the material in this project when they can:
• List common business forms • Add a shadow effect
• Create an invoice template • Create and format tables
• Use styles and drop caps • Navigate through table cells to enter data
• Set a tab stop • Insert Design Gallery calendars
• Create a border using BorderArt • Format a navigation bar
PROJECT OVERVIEW
In this project, students learn how to create an invoice template, an order form, and a Web page
calendar. Students start by creating the Only Cakes Invoice Template, which will automate the
invoice process. Workers will open the file, fill it out, and print it for each order. The invoice
contains a formatted attention getter, special tab settings to help the users, a drop cap, and a new
style. The coupon from the Design Gallery is formatted with a special BorderArt. Next, students
create an order form with columns and tables, and with a heading text box that contains a
shadow. Students adjust the column width in the tables and add a printing border line. After that,
students add a new page to the Only Cakes Web site. The page contains a calendar and a
schedule of events. They also format and test the navigation bar of the Web page.
Publisher 2003 Concepts and Techniques Page 47 of 73 Deleted: 9
INSTRUCTOR NOTES
Case Perspective, PUB 273
LECTURE NOTES
The Case Perspective presents a real-life situation in which Microsoft Publisher could be used
and offers background for the invoice template, order form, and Web page calendar to be created
in this project (Figures 5-1a, 5-1b, and 5-1c). Review the Case Perspective. Provide a brief
introduction to what students will learn in this project.
Introduction, PUB 274
LECTURE NOTES
Describe each of the following types of business forms: invoice, statement, purchase order,
expense report, fax cover, time cards, and inventory list.
CLASSROOM ACTIVITIES
Challenge students to visualize how they might use Publisher to generate hard copy or online,
form-based versions of each type of business form.
Project Five — Creating Business Forms and Tables, PUB 275
LECTURE NOTES
Review the features of each of the business forms shown in Figures 5-1a, 5-1b, and 5-1c.
Starting Publisher, PUB 276
LECTURE NOTES
Review Steps 1 through 4 to start Publisher.
Creating invoices, PUB 276
LECTURE NOTES
Explain the difference between an invoice template and an instance of an invoice. Explain the
features common to all invoices, both hard copy and online. Note how the use of invoices may
vary, depending on the size and needs of a business.
Creating an invoice template, PUB 276
LECTURE NOTES
Point out the Q&A box. Use Figures 5-2 through 5-4 to illustrate creating an invoice template.
Discuss the options in the Business Form Options task pane in Figure 5-3. Consider ways to
expedite the creation of business forms even more by cutting and pasting the input portion of the
Page 48 of 73 Project 5: Creating Business Forms and Tables Deleted: 9
form onto pre-designed letterhead. Discuss the power of associating a business form with a
database like Microsoft Access. Point out More About Business Forms on page PUB 278.
Review Steps 1 through 3 on page PUB 278 to apply a personal information set to the invoice
template. Use Figure 5-5 to illustrate inserting a personal information component.
Creating styles, PUB 279
LECTURE NOTES
Define style. Discuss the ease with which a style is applied to text. Mention More About
Importing Styles from Microsoft Word.
CLASSROOM ACTIVITIES
Survey students about their experiences with styles in other applications (e.g., Microsoft Word).
Creating a new style, PUB 280
LECTURE NOTES
Use Figures 5-6 through 5-9 to illustrate the creation of a new text style. Discuss the options in
the Font dialog box in Figure 5-7. Review the options in the Styles and Formatting task pane
in Figure 5-8 and the New Style dialog box in Figure 5-9. Mention Other Ways to create a new
style on page PUB 281.
Applying a style, PUB 282
LECTURE NOTES
Use Figures 5-10 through 5-12 to illustrate applying a style. Use Figures 5-10 and 5-12 as
before-and-after illustrations of the application of a style to the selected text. Mention Other
Ways to apply a style on page PUB 283. Discuss the advantages of formatting text using styles
instead of the Format Painter.
Using a drop cap, PUB 283
LECTURE NOTES
Define drop cap. Discuss the use of a drop cap at the start of a paragraph. Mention More About
Drop Caps.
Formatting a drop cap, PUB 283
LECTURE NOTES
Use Figures 5-13 through 5-16 to illustrate formatting a drop cap. Discuss the use of the Custom
Drop Cap tab in the Drop Cap dialog box. Mention Other Ways to format a drop cap on page
PUB 285. Define Up cap. Define subsetting and consider its advantages and disadvantages.
Point out More About Embedding Fonts on page PUB 285.
Working with tabs and markers, PUB 286
LECTURE NOTES
Publisher 2003 Concepts and Techniques Page 49 of 73 Deleted: 9
Define tab. Use Figure 5-18 in conjunction with Table 5-1 to discuss the available ruler tools.
Define markers. Point out the Special Characters button on the Standard toolbar in Figure 5-17.
Encourage students to experiment with this button.
CLASSROOM ACTIVITIES
To illustrate the importance of well-placed guides (such as, a text box with exact margin settings)
in allowing a user to complete a form correctly, present a form without these attributes. Ask
students to complete the form, and discuss the resulting errors.
QUICK QUIZZES
Which key do you press to position the insertion point at a tab stop? (Answer: The TAB key.)
What are triangles and rectangles on the ruler called? (Answer: Markers.)
Where is the Special Characters button located? (Answer: On the Standard toolbar.)
Inserting a tab stop, PUB 286
LECTURE NOTES
Use Figures 5-17 and 5-18 to illustrate inserting a tab stop. Point out the paragraph marks and
end-of-frame markers in Figure 5-17, and the tab stop marker and other nonprinting tab
characters in Figure 5-18. Discuss Other Ways to insert tab stops on page PUB 287. Discuss the
differences between the use of a tab stop and an indent. Mention More About Hanging Indents.
Define tab stop alignment and discuss how it can be changed. Use Table 5-2 to review the
available types of tab alignments. Define leader. Explain the system date and time. Review
Steps 1 through 3 on page PUB 288 to insert a system date. Discuss Other Ways to insert a
system date on page PUB 288. Use Figure 5-19 to display the inserted system date.
Editing invoice tables, PUB 288
LECTURE NOTES
Use Figures 5-20 through 5-23 to illustrate editing the tables in the invoice.
Coupons, PUB 290
LECTURE NOTES
Discuss coupons as a means of attracting customers to a product or store. Mention More About
Coupons on the Web and encourage students to visit the More About Web page for more
information.
CLASSROOM ACTIVITIES
Survey students about the effectiveness of coupons as a marketing tool in their shopping
experience.
Inserting a coupon, PUB 290
LECTURE NOTES
Page 50 of 73 Project 5: Creating Business Forms and Tables Deleted: 9
Use Figure 5-24 to discuss the components of the Design Gallery dialog box. Use Figures 5-24
through 5-26 to illustrate inserting a Design Gallery object. Point out the inserted coupon in
Figure 5-26. Review Steps 1 through 5 on page PUB 292 to edit coupon text boxes. Figure 5-27
shows the text boxes with the new text. Mention More About Synchronization on page PUB 293
and encourage students to visit Appendix D for more information on resetting synchronization.
BorderArt, PUB 293
LECTURE NOTES
Define border and discuss the advantages of adding a border. Mention the different types of
possible borders.
CLASSROOM ACTIVITIES
Show students a number of coupons having different types of borders and a coupon with no
border. Discuss the effectiveness of borders in grabbing the attention of viewers.
Using BorderArt, PUB 293
LECTURE NOTES
Redefine BorderArt. Use Figures 5-28 through 5-32 to illustrate adding a border. Use Figure 5-
30 to discuss the options of the BorderArt dialog box. Use Figures 5-28 and 5-32 as before-
and-after illustrations of the use of a border. Discuss the impact of the addition of the border to
the coupon. Point out Other Ways to add a border on page PUB 295. Review Steps 1 through 6
on page PUB 296 to insert and format an attention getter. Figure 5-33 displays the formatted
attention getter. Review Steps 1 and 2 on pages PUB 296 and PUB 297 to check the invoice for
spelling and design errors. Review Steps 1 through 6 on page PUB 297 to save and print the
invoice template. Discuss the completed invoice template shown in Figure 5-1a on page PUB
275. Discuss the use of the read-only attribute to protect this template file from accidental
deletion. Review Step 1 on page PUB 297 to close the file without quitting Publisher.
Custom-size publications, PUB 297
LECTURE NOTES
Discuss the reasons for creating a custom-size publication.
CLASSROOM ACTIVITIES
Show students publications of various sizes and explain the purpose of each. Point out why each
publication needed to have a particular size.
Creating a custom-size publication, PUB 297
LECTURE NOTES
Use Figure 5-34 to discuss the required order form for Only Cakes. Point out the Q&A box.
Discuss More About Imposition on page PUB 298. Use Figures 5-35 and 5-36 to illustrate
creating a custom-size publication. Review the options in the Page Setup dialog box in Figure 5-
36. Mention Other Ways to create a custom-size publication on page PUB 299. Discuss More
Publisher 2003 Concepts and Techniques Page 51 of 73 Deleted: 9
About Page Setup on page PUB 300. Review Steps 1 through 3 on page PUB 300 to select a
color and font scheme.
Column guides, PUB 300
LECTURE NOTES
Define column guides and explain how they are used. Use Figures 5-37 through 5-40 to
illustrate creating margin and column guides. Define gutter. Point out the column guides,
margins, and gutter in Figure 5-40.
QUICK QUIZZES
What is the purpose of column guides? (Answer: To help the user align and separate objects.)
What is the spacing between two columns known as? (Answer: Gutter.)
Shadowed text boxes, PUB 302
LECTURE NOTES
Define shadow. Mention the Q&A box. Use Figures 5-41 through 5-43 to illustrate creating a
shadowed text box. Discuss the Shadow Style list shown in Figure 5-42. Point out the applied
shadow in Figure 5-43. Mention Other Ways to apply a shadow on page PUB 303. Review Steps
1 and 2 on page PUB 303 to select a style and enter text. Figure 5-44 shows the new text.
Creating additional text boxes, PUB 303
LECTURE NOTES
Review Steps 1 through 6 on pages PUB 303 and PUB 304 to create a customer text box. Point
out that Table 5-3 contains the text for the customer text box. Figure 5-45 shows the fields for
the customer information having been entered in the text box. Review Steps 1 through 5 to create
an order and date text box. Use Figure 5-46 to show the entered fields for the order and date text
box.
Using tables, PUB 305
LECTURE NOTES
Redefine tables and cells. Discuss the advantages of using tables. Mention More About Tables.
CLASSROOM ACTIVITIES
Ask students to brainstorm the types of publications for which you might need to present data in
a columnar/tabular format beyond the examples provided in the text.
Creating tables, PUB 305
LECTURE NOTES
Explain the function of the Insert Table button on the Objects toolbar and point the button out
in Figure 5-47. Point out More About The Workspace. Use Figures 5-47 through 5-49 to
Page 52 of 73 Project 5: Creating Business Forms and Tables Deleted: 9
illustrate creating a table. Review the features of the Create Table dialog box in Figure 5-48.
Mention Other Ways to insert a table on page PUB 307. Review each of the selection techniques
listed in Table 5-4.
Entering data into the table, PUB 307
LECTURE NOTES
Explain how the TAB, ENTER, and DOWN ARROW keys are used to navigate columns in a table.
Review Steps 1 through 3 on page PUB 308 to enter data in a table and use Figure 5-50 to
display the table with the entered data.
CLASSROOM ACTIVITIES
Ask students familiar with spreadsheets how the TAB, ENTER, and DOWN ARROW keys are used to
navigate spreadsheets.
Formatting tables, PUB 308
LECTURE NOTES
Use Figures 5-51 through 5-54 to illustrate formatting the table. Use Figure 5-53 to discuss the
options in the Format Table dialog box. Review Steps 1 through 8 on page PUB 310 to create a
second table. Use Figure 5-55 to show the table with the entered data. Review Steps 1 through 8
on page PUB 311 to create a third table. Use Figure 5-56 to show the table with the entered data.
Discuss the function of the Merge Cells command and the Cell Diagonals command. Point out
More About Filling a Table on page PUB 312. Review Steps 1 through 5 on page PUB 312 to
save and print the order form. Use Figure 5-34 on page PUB 298 to show the completed order
form. Review Step 1 on page PUB 312 to close the publication without quitting Publisher.
Calendar Web page, PUB 312
LECTURE NOTES
Define home page. Define URL (universal resource locator) and explain its purpose. Describe a
calendar. Use Figure 5-1c on page PUB 275 to discuss the required calendar Web page for the
Only Cakes company. Mention More About Pixels.
Creating a calendar Web page, PUB 313
LECTURE NOTES
Use Figures 5-57 through 5-60 to open a Web publication and insert a new page. Discuss the
features in the Insert Web Page dialog box in Figure 5-59. Mention Other Ways to insert a new
page on page PUB 314.
Changing the calendar date, PUB 315
LECTURE NOTES
Use Figures 5-61 and 5-62 to change the calendar date. Mention Other Ways to change the
calendar date.
Resizing the calendar and entering text, PUB 316
LECTURE NOTES
Review Steps 1 through 3 to resize the calendar and enter text. The text for the calendar is
provided in Table 5-5. Use Figure 5-63 to review the calendar with the new text.
Publisher 2003 Concepts and Techniques Page 53 of 73 Deleted: 9
Editing the schedule of events, PUB 316
LECTURE NOTES
Review Steps 1 through 3 on page PUB 317 to edit the schedule of events using the event
descriptions provided in Table 5-6. Figure 5-64 shows the completed schedule of events.
Navigating the Web site, PUB 317
LECTURE NOTES
Define navigation bar. Use Figures 5-65 through 5-67 to format and test the navigation bar.
Discuss the completed Web page shown in Figure 5-1c on page PUB 275. Review Steps 1
through 10 on page PUB 319 to save the Web pages and quit Publisher.
CLASSROOM ACTIVITIES
Use this opportunity to solicit student opinion on the Publisher features demonstrated so far and
how comfortable they feel with the application.
Project summary, PUB 320
LECTURE NOTES
Briefly review the material presented in this project.
What you should know, PUB 320
LECTURE NOTES
Encourage students to use this section in preparing for tests and quizzes. Remind students about
the Quick Reference Summary located at the back of the book.
Learn it online, PUB 321
LECTURE NOTES
These exercises ask students to use the Web for additional activities, information, and resources
related to topics presented in this project. Have students use their browsers and the given URL to
complete selected exercises.
Apply your knowledge, PUB 322
LECTURE NOTES
This exercise gives students a chance to use what they have learned in this project with a
publication on the Data Disk. Exercise 1 can be reviewed and assigned at this time.
In the lab, PUB 323
LECTURE NOTES
These exercises provide students with practice in using the skills developed in this project.
Exercises 1 through 3 can be reviewed and assigned at this time.
Cases and places, PUB 328
LECTURE NOTES
Page 54 of 73 Project 5: Creating Business Forms and Tables Deleted: 9
These exercises offer students the opportunity to learn more about Publisher 2003 through open-
ended activities with varying degrees of difficulty. Students can be assigned one or more
exercises, or allowed to choose the exercise in which they are most interested.
Publisher 2003 Concepts and Techniques Page 55 of 73 Deleted: 9
KEY TERMS
border (PUB 293) markers (PUB 286)
BorderArt dialog box (PUB 294) Merge Cells command (PUB 312)
calendar (PUB 312) navigation bar (PUB 317)
Cell Diagonals command (PUB 312) New Style dialog box (PUB 281)
column guides (PUB 300) nonprinting tab characters (PUB 287)
coupons (PUB 290) paragraph marks (PUB 287)
Design Gallery dialog box (PUB 291) purchase order (PUB 274)
drop cap (PUB 283) read-only attribute (PUB 297)
end-of-frame marker (PUB 287) shadow (PUB 302)
expense report (PUB 274) Shadow Style (PUB 302)
fax cover (PUB 274) statement (PUB 274)
Format Table dialog box (PUB 309) style (PUB 279)
gutter (PUB 302) Styles and Formatting task pane (PUB 281)
home page (PUB 312) subsetting (PUB 285)
indent (PUB 287) tab (PUB 286)
Insert Table button (PUB 305) tab stop alignment (PUB 288)
instance (PUB 276) tab stop marker (PUB 287)
inventory list (PUB 274) time cards (PUB 274)
invoice (PUB 274) Up cap (PUB 285)
invoice template (PUB 276) URL (PUB 312)
leader (PUB 288)
Page 56 of 73 Project 6: Creating an E-Commerce Web Site Deleted: 8
Formatted: Section start: New page
MICROSOFT OFFICE
PUBLISHER 2003
Concepts and Techniques
Instructor’s Manual
PROJECT SIX
CREATING AN E-COMMERCE WEB SITE
OBJECTIVES
Students will have mastered the material in this project when they can:
• Create a Web page from scratch • Define option button groups
• Start Publisher with a blank Web • Add items to a list box
publication • Specify command button options
• Make Web design choices • Insert a picture hyperlink
• Use a textured background • Add alternative text to a picture
• Insert form controls hyperlink
• Distribute objects • Use VBA to create a message box
• Edit form control data names and set • Set the security level in Publisher
return values
PROJECT OVERVIEW
This project introduces students to Web forms in Publisher. First, students create a blank Web
page and set Web page options, formatting, color and font schemes, and insert a graphic. Next,
students insert, edit, and align form controls. Students learn that each form control should have a
unique name and a return value for submission purposes. They add text boxes, text areas, check
boxes, option buttons, list boxes, and command buttons to the interface. Then, they create a
picture hyperlink with alternative text using the Only Cakes graphic. Students also display a
scrolling marquee coded with HTML across the lower portion of the Web page. Finally, students
program a message box in the publication itself using Visual Basic for Applications. When the
publication closes, the message box reminds users to upload the latest version of the Web page.
Publisher 2003 Concepts and Techniques Page 57 of 73 Deleted: 8
INSTRUCTOR NOTES
Case Perspective, PUB 329
LECTURE NOTES
The Case Perspective presents a real-life situation in which Microsoft Publisher could be used
and offers background for the e-commerce Web site (Figure 6-1a) that students will create and
the message box (Figure 6-1b) that students will program. Review the Case Perspective. Provide
a brief introduction to what students will learn in this project.
Introduction, PUB 330
LECTURE NOTES
Define electronic commerce, or e-commerce. Discuss the benefits for e-commerce. Define
electronic forms and form controls. Describe a procedure, which also is known as a program
or code. Describe computer programming. Explain what it means to execute a procedure.
Define event and explain that, in a Windows environment, an event causes the execution of a
procedure. Explain Visual Basic for Applications (VBA).
CLASSROOM ACTIVITIES
Ask students to discuss their experiences in filling out electronic forms. On what kinds of Web
sites did they encounter the forms? What was the purpose of the electronic forms? What were
some of the common elements of these forms?
Project Six — Creating an E-Commerce Web Site, PUB 331
LECTURE NOTES
Use Figure 6-1a to discuss the required e-commerce site for the Only Cakes bakery. Use Figure
6-1b to discuss the message box that also will be created in this project.
Creating a Web page from scratch, PUB 332
LECTURE NOTES
Discuss the process of creating a Web page from scratch. Mention More About Publisher Web
Pages and encourage students to visit the mentioned Web page for more information.
Creating a blank Web page, PUB 332
LECTURE NOTES
Review Steps 1 through 5 to start Publisher with a blank Web publication.
Setting the color and font schemes, PUB 332
LECTURE NOTES
Review Steps 1 and 2 to set the color and font schemes.
Making Web design choices in the Publication Designs task pane, PUB 333
LECTURE NOTES
Use Figures 6-2 through 6-5 to illustrate making Web design choices. Discuss the options in the
Web Page Options dialog box in Figure 6-4. Mention More About Sounds on page PUB 335.
Page 58 of 73 Project 6: Creating an E-Commerce Web Site Deleted: 8
Textured backgrounds, PUB 335
LECTURE NOTES
Use Figures 6-6 and 6-7 to illustrate inserting a textured background. Discuss the options
available in the Fill Effects dialog box in Figure 6-7. Point out Other Ways to insert a textured
background on page PUB 336. Review Step 1 on page PUB 336 to delete a logo. Review Steps 1
through 3 on page PUB 336 to apply a personal information set. Point out that in Figure 6-8, the
Web page layout is displayed with the secondary business information and background texture.
Also point out that the logo has been deleted in the figure.
Inserting the Only Cakes graphic, PUB 337
LECTURE NOTES
Discuss More About Web Graphics and encourage students to visit the mentioned Web page for
more information. Review Steps 1 through 5 to copy a graphic from another publication. Point
out the pasted graphic in Figure 6-9. Define animated graphic. Mention that the Clip Art task
pane can be used to view possible animated graphics.
Form controls, PUB 338
LECTURE NOTES
Describe form controls. Describe a check box and an option button, and explain the difference
between them. Define list box, text box, and text area and explain when each is used. Mention
More About Forms. Point out the Q&A box. Explain the purpose of a submit command button
and a reset command button. Describe an internal data label, also called a return data label.
CLASSROOM ACTIVITIES
Provide sample electronic forms to show examples of each of the different types of form
controls.
QUICK QUIZZES
Which form control is a square box that presents a yes/no choice? (Answer: A check box.)
Which form control presents a group of items in a list? (Answer: A list box.)
Which command button allows visitors to send the form data to the site owners? (Answer: A
submit command button.)
Inserting and distributing labels, PUB 339
LECTURE NOTES
Define label. Explain what it means to distribute objects, and explain the difference between
distributing objects and aligning objects. Use Figures 6-10 through 6-14 to illustrate inserting
and distributing labels. Point out the Text Box button on the Objects toolbar in Figure 6-11. Point
out the Distribute Vertically command in Figure 6-13. Mention Other Ways of distributing labels
on page PUB 341. Review Steps 1 and 2 on page PUB 342 to edit text box labels. Use Figure 6-
15 to show the labels with new text.
Textbox form controls, PUB 342
LECTURE NOTES
Discuss the function of a Textbox form control. Use Figures 6-16 through 6-23 to illustrate
inserting Textbox form controls. Use Figures 6-18 and 6-19 as before-and-after illustrations of
Publisher 2003 Concepts and Techniques Page 59 of 73 Deleted: 8
distributing and aligning the text boxes. Discuss the Text Box Properties dialog box, shown in
Figure 6-22. Mention Other Ways of inserting Textbox form controls on page PUB 345.
Checkbox form controls, PUB 345
LECTURE NOTES
Discuss the function of a Checkbox form control. Use Figures 6-24 through 6-27 to illustrate
inserting Checkbox form controls. Discuss the properties in the Checkbox Properties dialog box,
shown in Figure 6-27. Mention Other Ways to insert Checkbox form controls on page PUB 347.
Discuss the importance of entering data labels with no spaces, as done in Figure 6-27.
Option Button form controls, PUB 348
LECTURE NOTES
Discuss the function of an Option Button form control. Discuss More About Check Boxes and
Option Buttons. Use Figures 6-28 through 6-33 to illustrate inserting Option Button form
controls. Discuss the Option Button Properties dialog box, shown in Figure 6-32. Mention Other
Ways of inserting Option Button form controls on page PUB 350. Point out More About Return
Data Values on page PUB 351.
List Box form controls, PUB 351
LECTURE NOTES
Discuss the function of a List Box form control. Review Steps 1 through 6 to create labels for the
List Box form controls. Point out the new text box labels in Figure 6-34. Use Figures 6-35
through 6-42 to illustrate inserting List Box form controls. Discuss the options available in the
List Box Properties dialog box, shown in Figure 6-37. Use Figure 6-38 to discuss the
Add/Modify List Box Item dialog box. Mention Other Ways to insert List Box form controls on
page PUB 355.
Text Area form controls, PUB 355
LECTURE NOTES
Discuss the function of a Text Area form control. Use Figures 6-43 through 6-45 to illustrate
inserting a Text Area form control. Point out the Text Area form control in Figure 6-44. Use
Figure 6-45 to discuss the Text Area Properties dialog box. Point out Other Ways to insert Text
Area form controls on page PUB 357.
Submit Button form controls, PUB 357
LECTURE NOTES
Discuss the role of a Submit Button form control on a form. Discuss the three kinds of
submissions possible: saving the data in a file on the Web server, sending the data via e-mail,
and using a special program provided by the Internet Service Provider (ISP). Describe the two
types of command buttons available in Publisher: Submit and Reset. Mention More About The
Reset Button. Use Figures 6-46 through 6-51 to illustrate inserting Submit Button form controls.
Use Figure 6-47 to discuss the Command Button Properties dialog box. Discuss the options
available in the Form Properties dialog box, shown in Figure 6-48. Point out the Reset option
button in the Command Button Properties dialog box in Figure 6-50. Discuss Other Ways to
insert a Submit Button form control on page PUB 360. Review Steps 1 through 4 on page PUB
361 to save the publication.
Page 60 of 73 Project 6: Creating an E-Commerce Web Site Deleted: 8
Picture hyperlinks, PUB 361
LECTURE NOTES
Describe a picture hyperlink, or hot spot. Define mouse over event. Define alternative text
and explain its purpose. Point out the Q&A box.
Creating a picture hyperlink with alternative text, PUB 361
LECTURE NOTES
Mention More About Screen Readers and encourage students to visit the mentioned Web page
for more information. Use Figure 6-52 to illustrate inserting a picture hyperlink. Mention Other
Ways to insert a picture hyperlink on page PUB 362. Point out the Q&A box on page PUB 362.
Use Figure 6-53 to illustrate adding alternative text.
HTML code fragments, PUB 363
LECTURE NOTES
Discuss the reasons for adding an HTML code fragment to a Web page. Mention More About
Visitor Counters.
Creating a scrolling marquee, PUB 363
LECTURE NOTES
Describe a scrolling marquee. Discuss the HTML code provided in Table 6-1. Use Figures 6-54
and 6-55 to illustrate inserting an HTML code fragment. Mention Other Ways of inserting an
HTML code fragment on page PUB 364. Review Steps 1 through 3 on page PUB 365 to preview
the Web page. Use Figure 6-56 to show the scrolling marquee displayed by the HTML code
fragment. Discuss More About HTML on page PUB 365 and encourage students to visit the
mentioned Web page for more information.
Visual Basic for Applications, PUB 366
LECTURE NOTES
Discuss Visual Basic for Applications (VBA) and describe the possible reasons for using VBA in
Publisher. Define macro and document events. Use Table 6-2 to discuss the document events
available in Publisher.
Using the Visual Basic Editor, PUB 366
LECTURE NOTES
Describe the Visual Basic Editor and the VBA code window. Point out More About VBA and
encourage students to visit the mentioned Web page for more information. Use Figures 6-57 and
6-58 to illustrate opening the VBA code window. Mention Other Ways to open the VBA code
window on page PUB 367.
QUICK QUIZZES
In the code window, which two keys can you use to move to the next line? (Answer: The ENTER
key and the DOWN ARROW key.)
On which menu is the Macro command found? (Answer: The Tools menu.)
Publisher 2003 Concepts and Techniques Page 61 of 73 Deleted: 8
Entering code statements and comments, PUB 368
LECTURE NOTES
Define function. Explain what the MsgBox function does and how it can be used. Mention
More About Message Boxes. Define comments and discuss the advantages of adding comments.
Use Figures 6-59 and 6-60 to illustrate programming the BeforeClose event. Point out the
beginning and ending statements of the procedures in Figure 6-59. Point out the MsgBox
keyword, the text to the displayed in the message box, and the comment in Figure 6-60.
Security levels, PUB 369
LECTURE NOTES
Define computer virus. Explain how setting a security level in Publisher can reduce the chance
of a computer being infected with a computer virus. Describe an enabled macro and a disabled
macro. Use Table 6-3 to discuss the four available security levels in Publisher. Mention More
About The VBA Editor.
PROJECTS TO ASSIGN
Ask students to write a one page paper on computer virus, discussing the ways in which
computers can become infected with computer viruses, the kinds of damage current computer
viruses cause, and what can users do to protect their computers.
QUICK QUIZZES
What is a macro that Publisher will execute called? (Answer: An enabled macro.)
What is a macro that is unavailable to Publisher called? (Answer: A disabled macro.)
In which security level will Publisher execute only macros installed in trusted locations?
(Answer: The Very High security level.)
Setting security levels in Publisher, PUB 370
LECTURE NOTES
Use Figure 6-61 to illustrate setting a security level in Publisher. Discuss Other Ways to set a
security level in Publisher. Use Figure 6-62 to discuss the Microsoft Office Publisher dialog box
that is displayed when the security level is set to medium and you open a publication that
contains a macro from an unauthorized source. Mention More About Digital Signatures on page
PUB 371.
Checking and saving the publication, PUB 371
LECTURE NOTES
Explain the final tasks for completing the Web order form: checking for spelling and design
errors, saving the publication as a Publisher publication and as a Web file, and testing the macro.
Checking for spelling and design errors, PUB 371
LECTURE NOTES
Review Steps 1 through 7 to check the publication and save again.
Page 62 of 73 Project 6: Creating an E-Commerce Web Site Deleted: 8
Saving the Web files, PUB 372
LECTURE NOTES
Review Steps 1 through 3 to publish to the Web. Define server. Ask students to use the steps
provided on page PUB 372 to check their form controls for accuracy.
Testing the macro and quitting Publisher, PUB 372
LECTURE NOTES
Use Figure 6-63 to illustrate testing the macro and quitting Publisher. Discuss Other Ways of
testing the macro and quitting Publisher on page PUB 373.
CLASSROOM ACTIVITIES
Use this opportunity to solicit student opinion on the Publisher features demonstrated so far and
how comfortable they feel with the application.
Project summary, PUB 373
LECTURE NOTES
Briefly review the material presented in this project.
What you should know, PUB 374
LECTURE NOTES
Encourage students to use this section in preparing for tests and quizzes. Remind students about
the Quick Reference Summary located at the back of the book.
Learn it online, PUB 375
LECTURE NOTES
These exercises ask students to use the Web for additional activities, information, and resources
related to topics presented in this project. Have students use their browsers and the given URL to
complete selected exercises.
Apply your knowledge, PUB 376
LECTURE NOTES
This exercise gives students a chance to use what they have learned in this project with a
publication on the Data Disk. Exercise 1 can be reviewed and assigned at this time.
In the lab, PUB 378
LECTURE NOTES
These exercises provide students with practice in using the skills developed in this project.
Exercises 1 through 3 can be reviewed and assigned at this time.
Cases and places, PUB 384
LECTURE NOTES
These exercises offer students the opportunity to learn more about Publisher 2003 through open-
ended activities with varying degrees of difficulty. Students can be assigned one or more
exercises, or allowed to choose the exercise in which they are most interested.
Publisher 2003 Concepts and Techniques Page 63 of 73 Deleted: 8
KEY TERMS
alternative text (PUB 361) label (PUB 339)
animated graphic (PUB 338) list box (PUB 338)
check box (PUB 338) macro (PUB 366)
code (PUB 331) mouse over event (PUB 361)
code window (PUB 366) MsgBox function (PUB 368)
comments (PUB 368) option button (PUB 338)
computer programming (PUB 331) picture hyperlink (PUB 361)
computer virus (PUB 369) procedure (PUB 331)
disabled macro (PUB 369) program (PUB 331)
distribute (PUB 339) reset command button (PUB 339)
document events (PUB 366) return data label (PUB 339)
e-commerce (PUB 330) scratch (PUB 332)
electronic commerce (PUB 330) scrolling marquee (PUB 363)
electronic forms (PUB 330) security level (PUB 369)
enabled macro (PUB 369) server (PUB 372)
event (PUB 331) submit command button (PUB 339)
execute (PUB 331) text area (PUB 338)
form controls (PUB 330, PUB 338) text box (PUB 338)
function (PUB 368) Visual Basic Editor (PUB 366)
hot spot (PUB 361) Visual Basic for Applications (VBA) (PUB
HTML code fragment (PUB 363) 331)
Formatted
internal data label (PUB 339)
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Microsoft Office
PUBLISHER 2003
Concepts and Techniques
Microsoft Office 2003
Concepts and Techniques
PUBLISHER 2003
Instructor’s Manual
SPECIAL FEATURE ONE
CREATING AN E-MAIL LETTER USING PUBLISHER
OBJECTIVES
Students will have mastered the material in this project when they can:
• Select and format an e-mail letter • Insert an e-mail hyperlink
template • Preview an e-mail letter
• Edit text boxes in an e-mail letter • Send an e-mail message using Publisher
• Choose a logo design
PROJECT OVERVIEW
This E-Mail Feature introduces students to creating an e-mail letter by illustrating how to select
and format an e-mail letter template. They are then shown how to edit both the text boxes and
graphics. Next, they learn how to choose a logo design and create an e-mail hyperlink. Finally,
students are shown how to preview and send a publication as an e-mail message.
INSTRUCTOR NOTES
Case Perspective, PUB 193
LECTURE NOTES
The Case Perspective presents a real-life situation in which Microsoft Publisher could be used
and offers background for the e-mail letter created in this project (Figure 1). Review the Case
Perspective. Provide an introduction to the tasks that students will be accomplishing in this
project.
Introduction, PUB 193
LECTURE NOTES
Define e-mail and e-mail letter. Discuss the different ways in which an e-mail letter can be
created in Publisher. Discuss the purpose of the e-mail letter shown in Figure 1 and the various
Publisher 2003 Concepts and Techniques Page 65 of 73 Deleted: 5
elements of the e-mail letter. Point out the Q&A box on page PUB 194. Mention More About E-
Mail Letter Templates on page PUB 194. Make sure that students understand that they do not
need to be connected to the Internet or have an e-mail program on their systems in order to create
the e-mail letter. Students can create and save the e-mail letter on a floppy disk instead of
sending it via e-mail.
Starting Publisher, PUB 194
LECTURE NOTES
Review Steps 1 through 4 to start Publisher.
E-mail templates, PUB 195
LECTURE NOTES
Use Table 1 to discuss the different types of e-mail publications and their purpose.
Creating an e-mail letter, PUB 196
LECTURE NOTES
Review Steps 1 through 4 to demonstrate how to open an e-mail letter template. Point out the
New Publication task pane and the Quadrant Letter E-mail preview in Figure 2. Review Steps 1
through 6 to explain selecting publication options. Use Figure 3 to show the upper portion of the
e-mail letter template in the workspace.
Editing text, PUB 197
LECTURE NOTES
Discuss the various text boxes in an e-mail letter template. Mention More About Business
Letters and encourage students to visit the Web site mentioned.
Editing the headings and greeting, PUB 197
LECTURE NOTES
Review Steps 1 through 4 to illustrate editing the headings and greeting. Use Figure 4 to show
the edited text boxes in the publication.
Editing the body of the e-mail letter, PUB 198
LECTURE NOTES
Point out that Table 2 contains the text of the body of the e-mail letter. Discuss the formatting
required for this text. Review Steps 1 through 3 on page PUB 199 to demonstrate how to enter
the text in the body of the e-mail letter. Use Figure 5 to show how the e-mail letter would look
once the text has been entered. Point out the Special Characters button in Figure 5 and discuss its
purpose. Discuss the uses of the SHIFT+ENTER key combination and point out More About
Pressing SHIFT+ENTER on page PUB 199.
QUICK QUIZZES
What does pressing SHIFT+ENTER do? (Answer: It creates a new line of text using single
spacing.)
How can you display paragraph marks and special characters? (Answer: By clicking the Special
Characters button on the Standard toolbar.)
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Editing the closing text boxes, PUB 199
LECTURE NOTES
Review Steps 1 through 5 on page PUB 200 to demonstrate editing the closing text boxes. Use
Figure 6 to show the e-mail letter with the new text.
Creating a hyperlink, PUB 200
LECTURE NOTES
Review what a hyperlink is and how it can be inserted in a publication. Mention More About
Editing Hyperlinks.
Editing the hyperlink, PUB 201
LECTURE NOTES
Review Steps 1 through 5 to illustrate how to edit a hyperlink in the e-mail letter. Use Figure 7 to
point out the Insert Hyperlink button on the Standard toolbar and the various components of the
Insert Hyperlink dialog box. Describe the mailto: prefix that is added to the e-mail address
automatically by Publisher.
E-mail logos and graphics, PUB 201
LECTURE NOTES
Discuss the purpose of logos and graphics in e-mail letters. Point out More About Logos and
encourage students to visit the Web site mentioned. Discuss the various sources of graphics.
Editing the logo, PUB 202
LECTURE NOTES
Discuss Figure 8, which shows the wizard button that appears when a logo is selected and the
Logo Designs task pane that appears when the wizard button is clicked. Use Figures 8 and 9 to
illustrate editing the logo provided in the e-mail letter template. Use Figure 10 to point out the
new text in the logo.
Editing the graphic, PUB 203
LECTURE NOTES
Use Figure 10 to demonstrate how to edit the graphic provided in the e-mail letter template.
Discuss Other Ways to edit the graphic on page PUB 204. Review Steps 1 and 2 on page PUB
204 to explain how to check the publication for spelling and design errors. Review Steps 1
through 3 on page PUB 204 to illustrate how to save the e-mail letter.
QUICK QUIZZES
Which task pane is used to modify the graphic? (Answer: Clip Art task pane.)
What do you do to check a publication for design errors? (Answer: Click Design Checker on the
Tools menu.)
Sending an e-mail letter, PUB 204
LECTURE NOTES
Publisher 2003 Concepts and Techniques Page 67 of 73 Deleted: 5
Explain that e-mail letters can be sent to one or more people. Describe a listserv. Point out More
About Listservs and encourage students to visit the Web site mentioned.
Using the Send E-Mail command, PUB 204
LECTURE NOTES
Use Figures 11 through 13 to illustrate previewing and sending a publication via e-mail. Point
out the Send E-Mail command in Figure 11. Make sure that students understand that they do not
need to send the e-mail or be connected to the Internet to perform the steps given.
Sending print publications as e-mail messages, PUB 206
LECTURE NOTES
Discuss the steps required for sending a page of a print publication as an e-mail message. Review
Steps 1 through 4 to demonstrate modifying the paper size and margins. Discuss More About
Sending Publications via E-Mail on page PUB 207. Review Step 1 on page PUB 207 to quit
Publisher.
E-mail feature summary, PUB 207
LECTURE NOTES
Briefly review the material presented in this project.
What you should know, PUB 207
LECTURE NOTES
Encourage students to use this section in preparing for tests and quizzes. Remind students about
the Quick Reference Summary located at back of the book.
In the Lab, PUB 208
LECTURE NOTES
These exercises provide students with practice in using the skills developed in this project.
Exercises 1 and 2 can be reviewed and assigned at this time.
Page 68 of 73 Special Feature 1: Creating an E-Mail Letter Using Publisher Deleted: 5
KEY TERMS
e-mail (PUB 193) mailto: (PUB 201)
e-mail letter (PUB 193) listserv (PUB 204)
Publisher 2003 Concepts and Techniques Page 69 of 73 Deleted: 5
Formatted: Section start: New page
MICROSOFT OFFICE
PUBLISHER 2003
Concepts and Techniques
Instructor’s Manual
SPECIAL FEATURE TWO
LINKING A PUBLISHER PUBLICATION TO AN EXCEL WORKSHEET
OBJECTIVES
Students will have mastered the material in this project when they can:
• Understand object linking and • Embed an Excel worksheet in a
embedding (OLE) Publisher publication
• Link an Excel worksheet to a Publisher • Edit an embedded worksheet
publication • Save a publication containing an
• Print and save a publication containing a embedded worksheet
linked worksheet
• Edit a linked worksheet
PROJECT OVERVIEW
This Special Feature introduces students to object linking and embedding (OLE). OLE can be
used to bring together data and information that has been created using different applications.
Students learn that when an object is linked to a publication and saved, only a link to the object is
saved with the publication. They also learn that they can edit a linked object by double-clicking
it. The system activates the application and opens the file in which the object was created.
Students learn that if they change any part of the object and then return to the destination
publication, the updated object will display. They also learn that when an object is embedded in a
publication, the changes made to that object appear only in the publication. Double-clicking the
embedded object causes a subset of editing commands from the source application to display in
Publisher.
INSTRUCTOR NOTES
Case Perspective, PUB 385
LECTURE NOTES
The Case Perspective presents a real-life situation in which Microsoft Publisher could be used
and offers background for the use of object linking and embedding (OLE) in this project (Figures
1a, 1b, and 1c). Review the Case Perspective. Provide an introduction to the tasks that students
will be accomplishing in this project.
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Introduction, PUB 385
LECTURE NOTES
Differentiate between a source document and a destination document. Define object linking
and embedding (OLE). Explain how copying and pasting, copying and embedding, and
copying and linking are different. Use Table 1 to review the three ways in which objects can be
copied between applications. Note the characteristics of each method. Use Figures 1a, 1b, and 1c
to describe the process of copying a worksheet created in Excel into a Publisher publication.
CLASSROOM ACTIVITIES
Describe for students different scenarios in which changes made to the source document do or do
not need to be reflected in the destination document, for example, and ask students to identify the
most appropriate method for copying between applications in that instance.
QUICK QUIZZES
Which method would you use when you want a static copy of an object in two different
documents? (Answer: The copy and paste method.)
Which method would you use when an object is likely to change and you want to make sure that
the object reflects the changes in both the source and destination documents? (Answer: The copy
and link method.)
Linking an Excel worksheet to a Publisher publication, PUB 388
LECTURE NOTES
Mention the files used in this project, the Publisher publication (Jacobs Memo.pub) and the
Excel workbook (Jacobs Quarterly Report.xls).
Starting Publisher and Excel, PUB 388
LECTURE NOTES
Use Figures 2 and 3 to illustrate starting Publisher and Excel. Contrast the taskbar buttons in
both figures as a way of displaying which application is active at each point in time. Point out
Other Ways of starting Publisher and Excel on page PUB 389. Review Step 1 on page PUB 389
to save the worksheet with a new file name.
Linking an Excel worksheet, PUB 389
LECTURE NOTES
Define linking. Use Figures 4 through 7 to illustrate linking an Excel worksheet to a Publisher
publication. Discuss each of the options in the Paste Special dialog box in Figure 6. Mention
Other Ways to link an Excel worksheet to a Publisher publication on page PUB 391.
Printing and saving a publication with a linked worksheet, PUB 392
LECTURE NOTES
Use Figure 8 to illustrate printing and saving the Publisher publication and the linked worksheet.
Mention Other Ways of printing and saving the Publisher publication and the linked worksheet.
Ask students whether or not they expect that the Publisher document would be able to display the
Publisher 2003 Concepts and Techniques Page 71 of 73 Deleted: 5
linked Excel worksheet if Excel were not running; then discuss the role of OLE in making it
possible for Publisher to display the worksheet without Excel having to be open.
Editing a linked worksheet, PUB 393
LECTURE NOTES
Use Figures 9 and 10 to illustrate editing a linked worksheet. Compare Figures 9 and 10 to show
the changes made in the Excel workbook (the source document) appearing automatically in the
Publisher publication (the destination document). Discuss Other Ways to edit a linked worksheet
on page PUB 394.
Embedding an Excel worksheet in a Publisher publication, PUB 394
LECTURE NOTES
Define embedding. Discuss the characteristics of embedded objects.
Opening the publication for embedding, PUB 395
LECTURE NOTES
Review Steps 1 through 3 to open a Publisher publication.
Embedding an Excel worksheet, PUB 395
LECTURE NOTES
Use Figure 11 to illustrate embedding an Excel worksheet in a Publisher publication. Discuss the
options of the Insert Object dialog box in Figure 11. Mention Other Ways to embed an Excel
worksheet in a Publisher publication.
Editing an embedded worksheet, PUB 396
LECTURE NOTES
Use Figures 12 and 13 to illustrate editing an embedded worksheet. Point out the Excel buttons
on the Publisher Standard toolbar in Figure 12. Mention Other Ways to edit an embedded
worksheet on page PUB 397.
Saving a publication with an embedded worksheet, PUB 397
LECTURE NOTES
Review Steps 1 and 2 to save a Publisher publication with an embedded worksheet and quit
Publisher.
Special Feature summary, PUB 398
LECTURE NOTES
Briefly review the material presented in this project.
What you should know, PUB 398
LECTURE NOTES
Encourage students to use this section in preparing for tests and quizzes. Remind students about
the Quick Reference Summary located at the back of the book.
Page 72 of 73 Special Feature 2: Linking a Publisher Publication to an Excel Worksheet Deleted: 5
In the lab, PUB 398
LECTURE NOTES
These exercises provide students with practice in using the skills developed in this project.
Exercises 1 through 3 can be reviewed and assigned at this time.
KEY TERMS
destination document (PUB 385) object linking and embedding (OLE) (PUB
embedding (PUB 394) 385)
linking (PUB 389) source document (PUB 385)
Publisher 2003 Concepts and Techniques Page 73 of 73 Deleted: 5
KEY TERMS
destination document (PUB 385) object linking and embedding (OLE) (PUB
embedding (PUB 394) 385)
linking (PUB 389) source document (PUB 385)