New Feature: Playlist Center! Pick a topic and let our playlists guide the way.

Start learning with our library of video tutorials taught by experts. Get started

InDesign CS4 Beyond the Basics
Illustration by

Setting chapter numbering


From:

InDesign CS4 Beyond the Basics

with David Blatner

Video: Setting chapter numbering

In most multi-document books, that is, documents combined in a Book panel, each file has some logical unique identifier. For example, if you are laying out an actual book, each document might be a single chapter with a chapter number. In a catalog each file might be a section of the catalog, like Section A: widgets, Section: doo-dads and so on. But what happens to your numbering if you suddenly need to rearrange the files and put doo-dads first? Well, it's no big deal if you have been using automatic chapter numbering. Here is how it works.
Expand all | Collapse all
  1. 2m 11s
    1. Welcome
      1m 3s
    2. Using the exercise files
      1m 8s
  2. 25m 16s
    1. Reviewing Control panel shortcuts
      8m 34s
    2. Managing panels
      6m 14s
    3. Letting InDesign do the math
      2m 52s
    4. Using Selection tool clicks
      1m 39s
    5. Using Quick Apply shortcuts
      3m 2s
    6. Setting up context shortcuts
      2m 55s
  3. 23m 51s
    1. Using column guides
      3m 42s
    2. Formatting and positioning guides
      5m 15s
    3. Setting first baseline options
      5m 30s
    4. Using the Document grid
      3m 13s
    5. Setting bleeds
      3m 3s
    6. Using slugs
      3m 8s
  4. 48m 2s
    1. Shuffling pages (or not)
      2m 47s
    2. Scaling objects to a specific size
      2m 32s
    3. Aligning objects to a page
      4m 41s
    4. Using advanced libraries
      4m 5s
    5. Using advanced anchored objects
      11m 21s
    6. Setting non-printing objects
      3m 10s
    7. Creating notes
      5m 23s
    8. Using Data Merge
      10m 41s
    9. Creating templates
      3m 22s
  5. 39m 32s
    1. Creating polygons and starbursts
      2m 35s
    2. Setting custom stroke styles
      5m 15s
    3. Using advanced effects
      8m 46s
    4. Making masks in InDesign
      4m 10s
    5. Integrating InDesign and Illustrator
      4m 59s
    6. Setting compound paths
      5m 4s
    7. Using advanced clipping paths
      6m 6s
    8. Using advanced image transparency
      2m 37s
  6. 55m 26s
    1. Using advanced text formatting
      5m 37s
    2. Using other languages
      4m 22s
    3. Setting advanced paragraph numbering
      3m 12s
    4. Using GREP to find/change
      6m 54s
    5. Managing glyphs
      5m 6s
    6. Finding and changing glyphs
      2m 39s
    7. Adding footnotes
      7m 57s
    8. Creating outlines
      3m 39s
    9. Setting conditional text
      9m 16s
    10. Creating cross-references
      6m 44s
  7. 33m 3s
    1. Advanced text importing
      7m 49s
    2. Using Apply Next Style
      5m 4s
    3. Advanced text styling
      6m 9s
    4. Setting load styles
      2m 58s
    5. Linking to text files on disk
      4m 1s
    6. Understanding GREP styles
      7m 2s
  8. 1h 4m
    1. Building a multi-document book
      4m 42s
    2. Setting page numbering across books
      7m 53s
    3. Setting chapter numbering
      6m 7s
    4. Using the Section Marker feature
      6m 53s
    5. Creating "Continued On..." numbers
      4m 44s
    6. Synchronizing documents in a book
      5m 41s
    7. Creating a table of contents
      11m 24s
    8. Indexing documents
      7m 24s
    9. Generating an index
      6m 47s
    10. Printing or exporting a book
      3m 10s
  9. 46m 4s
    1. Creating hyperlinks
      12m 53s
    2. Setting bookmarks
      6m 7s
    3. Creating buttons
      11m 16s
    4. Making movies
      8m 24s
    5. Creating sounds
      4m 51s
    6. Setting page transitions
      2m 33s
  10. 25m 59s
    1. Setting up swatch and style defaults
      3m 24s
    2. Using mixed ink colors
      6m 16s
    3. Working with duotones
      4m 23s
    4. Overprinting
      2m 10s
    5. Ink aliasing
      4m 50s
    6. Using the Kuler panel
      4m 56s
  11. 50m 27s
    1. Creating the transparency blend space
      4m 6s
    2. Understanding InDesign color settings
      9m 8s
    3. Assign Profile and Convert to Profile
      3m 26s
    4. Working with RGB images
      7m 54s
    5. Working with CMYK images
      6m 28s
    6. Soft-proofing
      5m 18s
    7. Managing color at print time
      7m 25s
    8. Managing color in a PDF export
      6m 42s
  12. 42m 1s
    1. Embedding preflight profiles
      5m 1s
    2. Using the Transparency Flattener preview
      3m 23s
    3. Reviewing Transparency Flattener settings
      6m 30s
    4. Setting print presets
      3m 35s
    5. Setting PDF presets
      3m 21s
    6. Exporting to XHTML
      7m 42s
    7. Exporting to SWF
      6m 45s
    8. Exporting to XFL
      5m 44s
  13. 25m 58s
    1. Understanding XML and InDesign
      6m 51s
    2. Structuring InDesign content
      4m 17s
    3. Importing XML
      6m 57s
    4. Exporting to XML
      7m 53s
  14. 34s
    1. Goodbye
      34s

Watch this entire course now—plus get access to every course in the library. Each course includes high-quality videos taught by expert instructors.

Become a member
please wait ...
InDesign CS4 Beyond the Basics
8h 3m Intermediate Dec 05, 2008

Viewers: in countries Watching now:

David Blatner brings his knowledge of and passion for InDesign to the latest release of this state-of-the-art publishing program, showing how to harness its power and functionality. InDesign CS4 Beyond the Basics covers the process of publishing with an eye on the program's latest nuances: optimizing page layouts, automating InDesign with Data Merge and XML, exploring interactive documents (including making movies), and exporting publications to a variety of formats. Exercise files accompany the course.

Topics include:
  • Automating with Data Merge and XML
  • Optimizing page layouts
  • Using advanced effects
  • Creating interactive documents
  • Integrating with Illustrator
Subject:
Design
Software:
InDesign
Author:
David Blatner

Setting chapter numbering

In most multi-document books, that is, documents combined in a Book panel, each file has some logical unique identifier. For example, if you are laying out an actual book, each document might be a single chapter with a chapter number. In a catalog each file might be a section of the catalog, like Section A: widgets, Section: doo-dads and so on. But what happens to your numbering if you suddenly need to rearrange the files and put doo-dads first? Well, it's no big deal if you have been using automatic chapter numbering. Here is how it works.

First, I need to tell InDesign which chapter number this document is. So I have the document open, and I have the Book panel open, it's also docked right now in the Doc panel. I am going to double click on that page number in the Book panel, just as that shortcut to open the Document Numbering Options dialog box. Now, at the bottom of that dialog box is the section called Document Chapter Numbering. This lets me tell InDesign what chapter number this document is. First, I can tell it what style it should use; Arabic numerals or numbers with zeros in front of them if I need that, or letters, Roman numerals, whatever.

I am going to just use these regular Arabic numerals. Now, do I want to use automatic chapter numbering, which it usually is, or start a chapter numbering at some number? In this case I am going to tell InDesign to start this chapter, which is Chapter Number 1 in my book, at Chapter Number 1. The subsequent chapters after this I am going to specify as automatic chapter numbering. That way it will base its chapter number off the previous document in the book. Now, there is another option here that says Same as Previous Document in the book. You might use that if you have a really, really long chapter that you needed to break up into two or more chunks, two or more documents inside the Book panel; perhaps there might be two or three Chapter 1s in here, and you need them all to be part of the same chapter number. In that case you would use Same as Previous Document in the book.

All right. I am going click OK. It doesn't look like anything has changed here, but it does now know that this is Chapter 1. I am going to put the phrase Chapter 1 up here. I can see that it's a dotted line around this text frame, so that means it's on a master page. So I will open my Pages panel, move this down a little bit, and I can see that master page B is the first page. So let's go put it right in here. I will double click inside this text frame; this is Chapter, and now I need the automatic chapter number. How do I get that? Well, it's not a special character, like a lot of people think. A lot of people go looking for it in the Insert Special Character pop-up menu, but it's not there. It's actually a text variable. We are going to use a variable called Chapter Number.

Now, if you don't have a Chapter Number variable for some reason on your document, you can define your own by choosing Define, clicking New, and then setting the Type pop-up menu to Chapter Number. Anyway, I am going Cancel out of this because I actually do have a Chapter Number variable in here. So I will just choose Type > Text Variables > Insert Variable > Chapter Number, and there it is, my Chapter 1 inside the text frame. Let's go back to that document page by double clicking on it, and we can see that it shows up there on the document page.

Now, let's go do Chapter Number 2. I will double click on the page numbers of Chapter 2, which opens up the Document Numbering Options dialog box for Chapter 2, and this one I am going to leave set to Automatic Chapter Numbering. Looks good. I click OK, and let's go ahead and add that chapter on the master page 2. Now, in this case I am going to do Cmd+ J or Ctrl+J on the Windows, press b. So I go right to master page b, and this one, one more time is Chapter. Let's go get our variable. Insert Text Variable > Chapter Number, and we can see that it says Chapter 1. So what's going on there? Why is it not smart enough to know that this is Chapter 2 yet? Well, here is the thing. It does not update these chapter number variables until we force it to. So let's go back to page 1 of this document. Oh, that's right; it says there is no such page as page number 1, right? This is a perpetual problem when you are using Page Numbering. This document starts on page 5, not 1. So instead, I am going to go to page +1. Remember that plus? Doesn't mean add 1, it just means the absolute page 1. In other words, the first page of this document.

Let's click OK. We can see that it says Chapter 1 here. Now we need to force InDesign to go through and update all our chapter numbers. You can do that in the Book panel flyout menu by choosing Update Numbering, and then choosing Update Chapter and Paragraph Numbers, or Update All Numbers. I will go ahead and update everything that it can possibly update. Click that. It goes through the whole book and it updates it to Chapter 2. Now, it doesn't look like it got updated to Chapter 2, but remember that old thing that I mentioned in the Essential Training title, text variables do not update by themselves, they only update when they redraw the screen.

So I need to either go to a different page and come back or do something different, like maybe go into Preview Mode; I will try that. Go into Preview Mode. That's all it took, you just needed to redraw the screen, and then I will go back into Normal Mode and you can see that it's now two. Text variables are wired that way. So these chapter numbers, they are automatic, or you might call them semiautomatic, because they are keeping track of the chapter numbers behind the scenes, but later on if you refigure the chapters; if I move chapters around or move chapters to the end of the document or whatever, I would still have to use that Book panel flyout menu to update the chapter numbers throughout the book.

Now, not everyone needs chapter numbering, even when making books, but it is a small convenience that can make your workflow go easier, especially when chapters or sections have to be rearranged. Nevertheless, these are still only chapter numbers not names. In the next movie we will look at how you can name your chapters, and even better for some folks, have more than one section name within a single document.

There are currently no FAQs about InDesign CS4 Beyond the Basics.

 
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.
Upgrade now


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

join now Upgrade now

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed InDesign CS4 Beyond the Basics.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Notes cannot be added for locked videos.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.