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

Using the Section Marker feature


From:

InDesign CS4 Beyond the Basics

with David Blatner

Video: Using the Section Marker feature

As we saw in our last movie each file in a book can have its own number. But you can also name each chapter in your book. And there are two techniques for achieving this. The Section Marker feature and Text Variables. I'll show you both in this movie. Let's start with Section Marker. The first thing I am going to do is tell InDesign what section this is? What's the name of this section, this chapter, and I can do that in the Pages panel. First, I am going to grab this text, the name of the chapter just by dragging over it with the Type tool, and copying it to the clipboard. Then I'll go to the document Numbering and Section dialog box, which as we have seen in earlier movies, the fastest way to get there is just to double-click on that little black triangle.
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

Using the Section Marker feature

As we saw in our last movie each file in a book can have its own number. But you can also name each chapter in your book. And there are two techniques for achieving this. The Section Marker feature and Text Variables. I'll show you both in this movie. Let's start with Section Marker. The first thing I am going to do is tell InDesign what section this is? What's the name of this section, this chapter, and I can do that in the Pages panel. First, I am going to grab this text, the name of the chapter just by dragging over it with the Type tool, and copying it to the clipboard. Then I'll go to the document Numbering and Section dialog box, which as we have seen in earlier movies, the fastest way to get there is just to double-click on that little black triangle.

You know Chapter one is always the beginning of a section. That little black triangle means, it's the beginning of the section, and if I double-click on that, it opens the Numbering and Section options dialog box. Now I am going to come over here and paste that information, the chapter name into the Section Marker field, and I will just paste, Command+V or Ctrl+V on Windows. By the way, if you have been wondering about the names of these chapters, and how some of the text in here seems like it has misspellings, this is very old text. This is old text from about 450 years ago, which is why it spelled incorrectly, at least in our modern language.

Anyway, I am going to go ahead and click OK, and now we need to tell InDesign where to put that Section Marker. I will deselect everything here with a Command+Shift+A or Ctrl+Shift+A on Windows, and I can see that I want to put it right here in the upper left corner in the running head of each left hand page. So I want to do that of course on a Master page. I will double-click on A Master, and it takes me right on the Master page on A. And I am going to replace this word Chocolate. I'll just delete that. I am going to replace it with the Section Marker character, and I find that under the Type menu, inside Insert Special Character, and then inside the marker's submenu.

There it is, Section Marker. I choose Section Marker and on the Master page of course it just says section. But as soon as I go back to page 2, we can see that it's updated. Let's zoom in on this a little bit, and you can see that the Section Marker was updated with the name of the section, which in this case was the name of the chapter. If for some reason the name of the chapter changes at some time, it's easy to fix. We can just go back to the Section Marker field here, and I'll just go in here -- looks like there's two spaces in there, I'll get rid of that, and I think I'll just edit this a little bit, and maybe I'll take out that 'e'. I can't stand that misspelling of drink anymore.

So I'll change that, click OK, and we can see it immediately updates on all of the left hand pages. Not just page 2, but all of the left pages in this document. Of course, as we talked about in the Essential Training Title, if this were a really long document, I could actually have different sections starting at different places, and each time there was a new section start, that upper left corner running head would change, as long as I change the Section Marker in that dialog box. Okay, now I will show you the second way of achieving this trick, and I am going to do that in chapter number 2 instead. So I'll double-click on chapter 2, and once again I want to change the word Chocolate here, to be the name of the Chapter, but this time I am not going to use a Section Marker, I am going to use a Text Variable.

I'll still go to the Pages panel, and double-click on the Master page, because of course; we need to change this on the Master page. Now I'll delete the word Chocolate, and now I'll go to the Type menu, and I will choose Text Variables. Inside Text Variables I want to define a New Text Variable. So I'll choose define, and I want to make a New Text Variable called Chapter name. You can call it anything you want of course, but I am going to call it a Chapter name. And this is going to be a running head paragraph style. Running head a paragraph style type of a Variable. And it's going to be based on a paragraph style in this document called Chapter Head. Now I have assigned a Chapter head paragraph style to the name of the Chapter in this document on the first page, right? So this Variable is going to go out and grab the first instance of Chapter Head, and put that up here. Ready, let's see if it works. I'll click OK, I'll click Insert, I'll click Done. You can see on the Master page of course. I'll just jump in to 200% here. You can see that just as the Chapter name here, but as soon as I go to page 6, the second page in the document, I see it's updated with a name of the Chapter. Now let's go back to the first page here, you can see that is the name of the Chapter, and on page 6 it's there, on page 8 it's there, and so on. Very, very convenient, I love this.

Now remember that that Text Variable was looking for the first instance of the chapter head paragraph style on this page. But of course, I didn't use the paragraph style on this page. So InDesign is smart enough to look back one page, and then back another page, and then back another page, and basically it keeps looking back until it finds the first instance of that paragraph style, which of course shows up on the first page of the document. So that's why that technique works. Now I am going to use that technique one more time, but instead of grabbing the Chapter name, I am going to grab the first instance of an A head in this document. The first level Heading1, I think that's what it's called. So I'll go to Master A, this time I am going to do it on the right side of the page, and I will replace the word Chocolate there.

Just delete that, we'll type Text Variables. I first I need to define it, and I am going to define it as a new Variable which is a running header paragraph style, not based on the Chapter head, but rather based on Heading1. And it's going to once again take the first on the page, and I am going to call this first instance of Heading1. Okay, now click OK .I will insert that in here. Click done, and let's go try it out. I am going to go all the way to the bottom of the document, because I happen to know there is some Heading one there. And there we can say on, right on page 17 there is the first level heading, Heading1, Maize or Indian Wheat, and it was picked up here in the running header, I love that. Here's another one, a grain like millet, there it is, once again picked up in the running header.

Now this is great. I love this feature. I love the ability to insert these Text Variables, but it's not always perfect. For example, let's go ahead and look at page number 7. A-oh, it's blank. Why is it blank here? Because it was looking for the first instance of Heading1, right? Well, there is no Heading1 here, and there is no Heading1 on the previous page, and in fact there is no Heading1 on this page either, and so it just gives up, and makes it blank. So it's not a perfect system, but it is still very cool in many situations.

Before Section Markers and Variables, I spent just way too much time updating my page headers. Now it's all automated. Just change the section name in one place, or the paragraph in another place, and boom it's updated. It's so easy, I love it.

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.