If you want cross-paltform comaptibility limit the fonts to OpenType or Windows TrueType formats, both of which work on both Mac and PC. To avoid missing font warnings the fonts must either be installed on each computer, or they must be in a folder named Document Fonts in the same location as the .indd file they are to work with. Packaging the file will build taht folder for you.
the rest of the stuff in your list won't help you. .idml would allow you to open on an older version, but does nothing for your situation. Embedding the links will keep you from having missing links, but so will packaging, and embedded links will make the file much larger and harder to work with.
For goodness sake, don't even think about outlining the text. It stops being text when you do that and you can no longer edit it.
And finally. do yourself a big favor and don't attempt to actually work on your file directly from the flash drive. Copy the whole package folder to the hard drive, work on it, then copy back. You don't want to know how many files are fatally damaged by write errors on flash drives.
I did not know flash drives have compatibility issues.
Okay got it, packaging works best.
What do you mean by OpenType or TrueType formats?
Fonts come in different formats, or "flavors," if you will. OpenType fonts are completely cross-platform and are the newest format, with the ability to hold hundreds of glyphs. TrueType is an older format, and comes in both Windows and Macintosh formats, but since OS X is able to read Windows format TT fonts you'll probably not see a lot of Mac format TT fonts around anymore other than very old versions. Postescript Type 1 fonst are still avaialable but but are also becomiong less common (and als come in Windows and Mac formats), and finally, there are som Mac .dfont fonts installed on Mac as system fonts which should be completely avoided in any cross-platform workflow.
I see. How do I apply one of them? Are they part of the packaging?
You have to check to see what format the fonts you are using were supplied in.
It's not a matter of choosing a font and setting its format, its what format was supplied when you aquired the font. The fonts supplied by Adobe with your Creative Suite applications are all OpenType, for example. Some vendors, like Adobe, have adopted naming conventions that will help. The sufixes Std, Pro (Minion Pro or Gill Sans Std, for example) and Com (for Linotype fonts that have very large glyph sets to support several dozen languages) all inidcate OpenType versions. For other vendors it is not as clearcut and you must either check the font properties or the font icons.
In your font list in ID, OpenType fonts will use an "O" icon, TrueType will use "TT" and Postscript Type1 will use "a". Mac .dfonts are also self-explanatory when you look at the name.