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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.
If the Book panel did nothing else but help you efficiently manage page numbers, it would still be worth using in a long-document workflow. With it you can set up all kinds numbering styles for pages, chapters, sections, and lists, and have those numbers update automatically when the length or order of your documents changes. The Numbering Options are found in the Book panel menu, and there are Book Page Numbering Options and Document Page Numbering Options. Let's take a look at each of these. First we'll take a look at the Document Page Numbering Options.
This is exactly the same stuff you would see in the Numbering in Section Options dialog box that you can see it in the Layout menu or the Pages panel. The choice in the Book panel will be grayed out unless you have one and only one document selected in the book. You can also just double-click on the Page Range to open this Document Numbering Options. So documents added to a book will number their pages and chapters sequentially with Arabic numerals, unless you set them up to do otherwise, using either a numbering and section options or these document numbering options.
So I can have automatic numbering or I can force numbering to start at a specific number. Then I can pick a style, regular Arabic numerals with leading zeros. I can use letters or uppercase or lowercase Roman numerals. I can add a prefix and include that prefix when numbering the pages. So this is where you'd go if you wanted to set up different numbering styles for different parts of a book. I'll cancel out of here and say, here I have by End Matter document. Say I wanted these pages to be numbered a little bit differently.
I'll double-click on the page range and I want to put a prefix on these page numbers. So I'll type in EM for End Matter, and I'll select Include Prefix when numbering pages and click OK. And right away I can see, both in the document and in the book, the new numbering style. I also have Book Page Numbering Options I can set. So I'll pick that from the menu. So when documents are set to use automatic page numbering, I can force each document to start on the next odd page or the next even page.
It's common for book chapters to only start on a right-hand page, so if your book is like this, you can choose these Book Numbering Options and select Continue on next odd page. Then you have the option to insert a blank page at the end of a previous document to fill in the missing spot. Or if you have a book where chapters start on a spread, you'll need to start on an even page, which you can select here. I also have options to Automatically Update Page and Section Numbers in the book. When this is on, documents will renumber automatically whenever they need to, or I can turn it off if I want manual control over page numbering.
If you turn it off and you make a change to a book's page numbers, you'll get an alert in the Book panel telling you that the document has been modified outside of the book and what you are seeing in the panel might not be the real page numbers. If that's the case, you can just pick Update Numbering from the Book panel menu. Let's go back to the Document Numbering Options and just talk a little bit about this, Chapter Numbering. The first thing to know about this is an InDesign document can have only one chapter number. So again, you can pick a Numbering Style, and it's all the same styles that you have for Page Numbering. And you can have Automatic Chapter Numbering just like you can have Automatic Page Numbering, and just like with Page Numbers, you can force chapter numbering to start at a specific number.
Or if you have several InDesign documents that together make up a chapter, you can use this option, Same as Previous in the Book. So, for example, if Chapter 2 is composed of several documents, the first document in Chapter 2 would have automatic chapter numbering and the rest of the documents in Chapter 2 would use this, Same as Previous in the Book, so they would all have that Chapter 2 chapter number. One other thing to remember: if you change documents in your book by adding or deleting documents or changing their order, you won't see this numbering update automatically.
You have to choose it again from the Book panel menu. Update Numbering > Update Chapter & Paragraph Numbers or Update All Numbers. The third kind of numbering you can control from the Book panel is what InDesign calls paragraph numbering, or what most people think of as numbered lists. So I'll open my Chapter 1 and Chapter 2 documents, and I have a numbered list that continues from Chapter 1 to Chapter 2. So my Top 100 Cheeses. It leaves off at number five in Chapter 1, and it picks up with number 6 in Chapter 2.
So to do this, I had to define a numbered list paragraph style, so I'll select it, go to my Paragraph Styles, right- click on it, and edit it to check it out. So under Bullets and Numbering, we're set up with a List Type of Numbers, and I have to pick a specific list, and I did this by choosing New List. I gave it a name, and I had to select both of these options: Continue across Stories and Continue from Previous Document in Book. That's what makes the numbering continue from Chapter 1 to Chapter 2.
So for example, if I delete Mozzarella and save the document and I can switch over to Chapter 2 and it hasn't updated yet, but if I go to the Book panel and choose Update Numbering and I can choose either Update Chapter & Paragraph Numbers or Update All Numbers, I'll see my list updates. So now number 5 is in the second document. The convenience of Automatic Numbering is just about the best feature offered by the Book panel.
Next, we'll see another great feature of the Book panel, synchronizing settings like styles, swatches, and more.
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