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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.
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.
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