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QuarkXPress has always been the perfect tool for creating and publishing documents. In QuarkXPress 8 Essential Training, Jay Nelson—the publisher of Design Tools Monthly and a QuarkXPress expert—covers all the tools and features in this updated version of the program, from basic page layout to Flash integration and web page creation. Throughout this comprehensive training, Jay shows what's needed to produce professional-quality projects that integrate text, pictures, graphics, and tables. He also offers real-world page layout techniques that designers can apply to their own projects. Exercise files accompany the course.
Every good book deserves a good index and while professional publishers will use high powered indexing software to help create the index, if you are self publishing or working on a smaller book you might want to create the index yourself. If so, the Indexing feature in QuarkXPress is perfectly suited for doing that. Let's open a book project. I'm going to go to the File menu and choose Open and select the Medical Essays book project. It will open the Medical Essays Book palette and from that I'll open Chapter 2.
To create an index, you need to open the Index palette, which is under the Window menu. Now you can either dock this to an existing palette or leave it freely floating. I leave it freely floating so we can easily see what we are doing here. To create an Index entry, you select it on the page, Medicine, and Quark adds it to the Index palette. If you don't want to sort it under M you can add a different letter or word here to sort it by instead. You choose the level of the Index entry here, in this case the First Level, because it's the only one we have right now. If you have a character style created that you want to assign to it, you can do that here and under the Scope menu you tell XPress where you want it to look in the story.
This button will add this one instance of the entry to the index. This button will add all occurrences of this word to the Index. I am going to click Add All and see what we get. 21 occurrences and they are all listed under here. You can navigate to any one of them by double-clicking it in this list or you can use this button here to take you from entry to entry. So when I click here, it shows me the next one, I click again, it shows me the next one, and the next one, and the next one. But let's go back to page one and add another entry. Let's say Surgery.
Again, it put it into the text field for us. We are going to keep it at First Level and Add All. Okay, so now when we close up this one, we see that we have two at level one and there are six instances of Surgery that we could go to. Now maybe we think that our readers might be looking for Surgery under the phrase mechanical arts. Well if we select Surgery and then choose mechanical arts, it appears as the text we are going to index, but now we can choose Second Level and it will appear under Surgery when we add it.
So again, I'll click Add All and now we see there is a Second Level entry under the First Level Surgery. It's not uncommon to want to create a cross reference; in other words, when a person looks for one word tell him to go look up the other word. So, in medicine for example, if someone goes to look up the word medical, maybe you want them to see medicine. So, under Scope you could choose Cross -Reference and type in See medicine. Add it to the Index list and now when someone looks at medical they will medicine.
Once you have tagged all your index entries throughout your entire document, you can then go to the Utilities menu and choose Build Index to build the index. In this dialog, you get to tell it how you want it to look and whether to include the entire book if you have a book defined that contains multiple chapters. Now when Quark builds the new index it will add a page to the end of the current layout and so you need to tell it which master page to use to build that page. We only have the one master page in this layout so we'll use it, and then here you can tell it which style sheets you want to use to format each of the levels.
I'll go ahead and chose Body Text for the First Level and Origin for the Second. When I click OK, you will see that Quark added a page at the end of the layout and in the text page on it, it created our Index. Now if you are creating an Index for a larger book or if you are going to be doing a bunch of books, you may want to invest in some software that's specifically designed to help you do that. There is an extension for QuarkXPress from Vision's Edge called IndeXtension that does a great job of saving you lots of time and trouble when you are making your Index.
Indexing is a very specialized field, so if you can, you can pay to hire an indexer to do the job for you. But if you want to take the job on yourself, the Index feature in QuarkXPress is certainly up to the task.
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