With the Table of Contents features, you can add more interactivity into your InDesign documents. They are one of the most useful long document features in InDesign. And you can create links and bookmarks readers can use to navigate in EPUB, PDF, and Publish Online. In this video, Mike shows how you can build and update TOCs from any styled text in your document.
- [Instructor] Tables of contents are one of the most useful long document features in InDesign. You can build and update tables of contents from any Style Text in your document, and you can create links and bookmarks that readers can use to navigate in ePub, PDF, and Publish Online. So let's see how the table of contents feature can add more interactivity to your documents. The first step to building a table of contents is to consistently style all the text in your document that you want to appear in the table of contents.
InDesign's table of contents function works by looking for text with certain styles applied to it. So if text isn't styled, it can't be found by the table of contents feature. In our exercise file, the text is properly formatted with styles, like this heading, "The Art of the Boil," and it's formatted here with Article Title 1. Let's scroll up to page two, where the table of contents will be, and the second step in building a table of contents is to go to the Layout menu, and create a Table of Contents Style.
So we'll choose Layout, Table of Contents Styles. A Table of Contents Style is a group of settings that tell InDesign what text to put in the table of contents, and how to format it. So let's create a new Table of Contents Style here, click the New button, and let's give it a name, I'll just call this Candy Magazine. Now if I move the dialog box out of the way, you can see we already have the word Contents on the page, so we don't need a title here. So let's delete Contents in the dialog box.
And next, I'll work from right to left, selecting the styles I've applied in my document to the text I want to appear in the table of contents. In this case, it's pretty simple. I just want Article Title 1, so I'll click Add, select Article Title 2, and Article Title 3. And I also want the Index Title, so people can navigate to that from the table of contents, so I'll scroll down until I see that, click on it, and click Add.
And for each of these styles, I have to pick how I want them formatted down here, in the bottom half of the dialog box. In order to see all the controls, I'll click on More Options, then I'll click on Article Title 1, and choose an Entry Style, I'll choose TOC Title, and do the same for Article 2, Article 3, and the Index Title. I also have to choose, for each of these, where I want the page number, right here.
So I could have it after the entry, before the entry, or no page number at all. So for each of these, I'll choose After Entry, and then for Between Entry and Number, I'll put an Em Space. So I'll delete what's here right now, click on the popup menu, and choose Em Space, and repeat that for the other entries. I also have this interesting thing here called Level. Did you notice, when I added the Paragraph Styles, that they kept getting indented? Well, that represents the Level that InDesign chooses for each one, and it kept nesting each new one inside the last one.
Now, that does not mean that these will all be indented on the page. The Level setting has nothing to do with on page formatting, but it does have to do with the structure of the table of contents that will be used if I choose to create bookmarks. I'll see these indents in the Bookmarks pane in Adobe Acrobat, or Reader, and I can also use the Levels to nest entries in a navigational table of contents in an ePub. Levels aren't relevant for Publish Online documents, since those don't have a navigational table of contents, they only have on page table of contents.
But in this case, I don't need nested bookmarks, so I'm going to set all these to Level 1. Next, I'll select another style, to include some more text in the table of contents, the Table of Contents description. This is what will create the subtitles in the table of contents, and I'll show you where that text comes from in a minute. These entries won't need a page number, so I'll change After Entry to No Page Number, and I'll make sure that they're at Level 2, which they are.
Now, let's click OK, and OK to save our Table of Contents Style. And let's create a table of contents with it. So with the selection tool, I'll click on this Text Frame, on page two, and choose Layout, Table of Contents, make sure I have our Candy Magazine Table of Contents Style selected, and click OK. And then, with this loaded cursor, I'll just click on the Text Frame. And there's our table of contents. InDesign went out and found the text styled with the styles that we told it to look for, and then reformatted that text with the other styles that we picked in the dialog box, and then flowed it into this frame.
All right, now let's see where these article descriptions come from. If I go to page three, and look up on the pasteboard, above the page, I can see that there's a Text Frame there, and it overlaps the page just a little bit. This is where I've hidden the article descriptions that I don't want to appear in the articles themselves, but I do want to appear in the table of contents. As long as this Text Frame is overlapping the page at all, the table of contents function will gather the text.
And also note that it matters where you position these frames, because when InDesign's gathering text for a table of contents, it looks from left to right, and then top to bottom. So if I were to put this frame to the left of the one containing the title here, it would come up before that title in the table of contents. But as you can see, it's indented a little bit to the right. If, for any reason, you don't like putting content on the pasteboard, there's also a function in the Table of Contents dialog box that will allow you to put content anywhere on the page, hide it, and then still have that content appear in the table of contents.
If I go back to my Table of Contents Style, and I'll double-click to open the dialog box, we can see this option down here, Include Text on Hidden Layers. This is just another option. Either this method or the pasteboard method will work the same, just choose the one that you like better. Also, if you're making an ePub, and you want to use a Table of Contents Style like this, then be sure to select this option, Make Text Anchor in Source Paragraph.
Otherwise, the links in your table of contents won't work. Let's cancel out of this dialog box. Now, let's export to interactive PDF, and check out the hyperlinks and bookmarks in our table of contents. So press command or control-e, export to the Desktop, Format, PDF Interactive, and click Save. Click Export, go to our table of contents, and try the hyperlinks. They work to jump to the articles, and if I open the Bookmarks pane, I can see the bookmarks that were created with all the content that we put in the table of contents.
So we have the article titles, and those descriptions that were out on the pasteboard. And if for any reason I didn't want bookmarks for the descriptions, I can remove those. So, I can just right-click on one, and choose Delete. And I can do the same for these other descriptions, as well. That way, I have the descriptions in the on page table of contents, but not here in the bookmarks. And if I want to create some more structure for my bookmarks, I can create a new one, called Articles.
I'll jump to the table of contents, click on the New Bookmark button, call it Articles. I can drag it to the top, and then nest these other ones in it by dragging them underneath. So there you have InDesign's table of contents feature. For interactive PDF, you can use it to build nicely formatted, on page table of contents, with hyperlinks and bookmarks.
The hyperlinks in table of contents also work in Publish Online, and fixed layout ePub. And for reflowable ePub, you can use the table of contents feature for both the navigational TOC, and the on page table of contents.
- Overview of interactive document types, including PDF and EPUB
- Creating interactive objects
- Setting up hyperlinks, cross-references, and a table of contents
- Working with media
- Publishing documents with Publish Online
- Creating EPUBs
- Following workflows for interactivity: interactive PDF, reflowable EPUB, and fixed-layout EPUB