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Creating Long Documents with InDesign shows designers how to create book-length documents in workflows with multiple users—using both InDesign features and third-party plug-ins. Publishing veteran Mike Rankin focuses on long document elements such as page and chapter numbering, table of contents, cross-references, and indexes. The course also provides an overview of document construction, from creating master pages and applying consistent formatting with styles to placing text and images and outputting to both print and interactive PDF.
We've seen the basics of setting up footnote formatting and bringing footnotes and endnotes in from Microsoft Word. Now let's turn our attention to how to create a dynamic-linked endnote from scratch. If you need to create references as endnotes that appear at the end of the story instead of at the bottom of a page, you need to employ some outside-the- box thinking, because InDesign doesn't have an endnotes feature. An interesting workaround is to use the Cross-References feature to create endnotes. This may sound a little weird, but the good news is it's not hard at all once you have the hang of using cross-references.
So let's go through the process of making cross-references that serve as endnotes. The first thing to do is to create a paragraph style for the endnote, so I'll go to my Paragraph Styles panel. And in this document I've already created that paragraph style. It's called Endnote. I'm going to right- click on it and choose Edit, just to see my Paragraph Style options. I can pretty much set whatever formatting I want. The only requirement is that I use numbering, so I'll click on Bullets and Numbering and confirmed List Type: Numbers is selected, because I want numbering for my endnote paragraphs.
The second thing to do is to create a character style that will be applied to the endnote references. So I'll go to my Character Styles panel. And again, I've already created that EndnoteReference character style. I'll right-click on it and choose Edit. And the important thing here is under Basic Character Formats, I wanted Superscript endnote references, so for Position I chose Superscript and everything else I left alone. Now over here at the end of my story where I want the endnotes to be, I have some text that's going to become my endnotes. I'm going to select it and apply my Endnote paragraph style, and this applies the numbering.
I can of course, also just type or Return and type a third endnote. Now to create the endnote references. I put my cursor in the spot in the text where the first reference should be, I right-click, scroll down in the menu, and choose Interactive > Insert Cross-Reference. I want to link to a paragraph and on the left side you see all the paragraph styles used in this document. Here is Endnote. This is the one I want to link to, so I'll click to select it, and then I see the three paragraphs where I have set up my endnote text.
For the cross-reference format I have set up a format called endnote. Let see it. Endnote simply grabs the paragraph number, so it's grabbing the number of these paragraphs that I set up in the paragraph style. That's all. And it applies a character style called EndnoteReference. I'll click OK, and I'll zoom in, so you can see that now I have a superscript 1 here that's hyperlinked to my first endnote. And if I bring up the Hyperlinks panel by choosing Window > Interactive > Hyperlinks, I can see the cross-reference.
If I select it, I can click on the arrow to go to the source or the destination, which is the endnote itself. So that's how you can do endnotes by hand, but what if you have a bunch of existing footnotes that you just want to convert to endnotes? Well, in that case, there is a free script written by noted InDesign scripter Peter Kahrel. You can download it from his web site. The script uses the same technique with the cross-references that we just did by hand, but it's much faster. It finds all the footnotes in the document and converts them to regular style text at the end of each story.
It applies an endnote paragraph style, and it sets up the cross-references. Of course, you'll probably need to tweak the formatting to fit your needs, but the script does the lion's share of the work of converting footnotes to endnotes. So in this movie we saw how to creatively reuse one of InDesign's long-document features to compensate for a limitation in another feature, using cross-references to build endnotes. Next, we'll being to look at a big topic for long documents, indexing.
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