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Creating Long Documents with InDesign

Creating endnotes


From:

Creating Long Documents with InDesign

with Mike Rankin

Video: Creating endnotes

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.
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  1. 10m 48s
    1. Welcome
      54s
    2. Using the exercise files and scripts
      1m 51s
    3. Long-document workflow overview
      4m 20s
    4. Analyzing the planned output
      3m 43s
  2. 34m 7s
    1. Using master pages
      9m 34s
    2. Using layers
      7m 23s
    3. Using text variables
      6m 42s
    4. Using section markers
      5m 44s
    5. Synchronizing text
      4m 44s
  3. 26m 16s
    1. Using InDesign templates
      7m 10s
    2. Setting up preferences
      3m 27s
    3. Using Word templates
      5m 50s
    4. InCopy workflows
      5m 17s
    5. Creating a production manual
      4m 32s
  4. 40m 2s
    1. Using Based On styles
      6m 14s
    2. Using nested styles
      5m 56s
    3. Using Next Style
      3m 39s
    4. Using GREP styles
      6m 17s
    5. Using object styles
      2m 48s
    6. Using table and cell styles
      5m 8s
    7. Using swatches
      5m 33s
    8. Using Quick Apply
      4m 27s
  5. 37m 57s
    1. Placing text
      4m 57s
    2. Placing images
      3m 41s
    3. Creating metadata captions
      4m 3s
    4. Using Mini Bridge
      4m 38s
    5. Using libraries and snippets
      6m 4s
    6. Using GREP Find/Change
      5m 5s
    7. Find/Change tips
      5m 21s
    8. Using Layout Adjustment
      4m 8s
  6. 15m 53s
    1. Using Notes
      4m 7s
    2. Tracking changes
      4m 36s
    3. Using CS Review
      7m 10s
  7. 34m 43s
    1. Creating tables of contents
      7m 9s
    2. Alternative uses for the TOC feature
      4m 9s
    3. Creating cross-references
      6m 8s
    4. Creating footnotes
      6m 31s
    5. Importing footnotes
      6m 47s
    6. Creating endnotes
      3m 59s
  8. 33m 50s
    1. Scoping out the index
      2m 19s
    2. Creating index topics and references
      9m 29s
    3. Creating index cross-references
      3m 1s
    4. Creating index references with Find/Change
      3m 31s
    5. Generating an index
      3m 35s
    6. Preserving formatting in an index
      5m 13s
    7. Using third-party indexing tools
      6m 42s
  9. 26m 44s
    1. Using InDesign book files
      4m 37s
    2. Numbering book documents
      5m 46s
    3. Synchronizing book documents
      7m 5s
    4. Preflighting book documents
      3m 49s
    5. Outputting book documents
      5m 27s
  10. 12m 54s
    1. Using conditional text
      5m 1s
    2. Using Smart Text Reflow
      4m 3s
    3. Using object styles for customization
      3m 50s
  11. 25m 17s
    1. Preflighting documents
      6m 56s
    2. Exporting to print PDF
      5m 26s
    3. Exporting to interactive PDF
      5m 36s
    4. Archiving a project
      7m 19s
  12. 48s
    1. Goodbye
      48s

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Creating Long Documents with InDesign
4h 59m Intermediate Jan 13, 2012

Viewers: in countries Watching now:

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.

Topics include:
  • Using text variables
  • Creating templates for InDesign, InCopy, and Word
  • Employing nested styles
  • Creating GREP styles
  • Managing color with swatches
  • Building page elements with libraries and snippets
  • Performing GREP find/changes
  • Using InCopy workflows
  • Tracking changes
  • Adding footnotes and indexes
  • Using InDesign book files
  • Versioning documents with conditional text or object styles
  • Preflighting documents
  • Archiving a project
  • Finding and installing useful scripts and plug-ins for frequent challenges
Subject:
Design
Software:
InCopy InDesign
Author:
Mike Rankin

Creating endnotes

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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