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Create and update indexes

After you mark index entries, you use the options in the Index dialog box to specify the index’s design and other options for the appearance of the index.

Choose a preset index format from the Formats list

Objective 3.1: Create and manage indexes Objective 3.1: Create and manage indexes

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Word supports two index formats: indented and run-in. By default, both formats appear in a two-column layout and are wrapped to fit the width of the columns. In an indented index, the entries are listed in this format:

Styles

applying, 211 creating, 209

updating in template, 212

In a run-in index, an entry would appear as follows:

Styles: applying, 211; creating, 209; updating in template, 212

A run-in index saves space, which makes it a good choice if you have only a limited number of pages for the index. When you select an option for the type of index, Word displays an example in the Print Preview area of the Index dialog box.

You can change the number of columns (from 1 through 4) or set the Columns box to Auto (in which case the index uses the same number of columns as defined in the document). If you are using an indented index, you can change the alignment of page numbers. Word previews this format when you select the option, and you can then select the type of tab leader you want to include (or select None from this list).

The Formats list provides several options for styling the fonts, line spacing, and other formats Word applies to the index entries when you generate the index.

Tip If From Template is selected in the Formats list, you can modify the styles for index levels. Click Modify in the Index dialog box. In the Style dialog box, select an index level, and then click Modify to open the Modify Style dialog box and make changes to the formatting attributes for that index level. For more information about modifying styles, see “Objective 2.2:

Create styles.”

If you need to edit an index entry, you should edit the specific index field and not the index that Word generates. By editing the entry, you ensure that corrections are included if you generate the index again. Locate the field in the document, and then edit and format the text enclosed in quotation marks within the curly braces that define the field.

After you make changes to index markers, you can easily update the index in place.

Tip When editing index entries, you can move between fields by using the search features on the Find and Go To tabs of the Find And Replace dialog box. To locate fields from the Find tab, click Field in the Special list. To locate fields from the Go To tab, click Field in the Go To What list.

Objective group 3 Create advanced references Objective group 3 Create advanced references

To specify index formatting options and generate the index 1. In the document, click where you want to insert the index.

2. On the References tab, in the Index group, click Insert Index.

3. In the Index dialog box, set the following options, and then click OK:

In the Type area, click Indented or Run-in.

In the Columns box, enter or select the number of columns you want to arrange the index entries in.

If you are using a language other than the default language on your system, choose a language.

If you are using an indented index, select the Right align page numbers check box, and then select the style of tab leader you want to use.

Select a format for the index, or keep From template selected.

To edit index entries

1. In the document, display index entries and hidden formatting symbols.

2. Locate the index entry you want to edit, and edit the text within the index tag.

To delete index entries

1. In the document, display index entries and hidden formatting symbols.

2. Locate the index entry you want to delete.

3. Select the entire field (including the curly braces), and then press the Delete key.

To update an index

Click anywhere in the index, and then, on the References tab, in the Index group, click Update Index.

Right-click the index, and then click Update Field.

Objective 3.1: Create and manage indexes

Objective 3.1 practice tasks

The practice files for these tasks are located in the MOSWordExpert2016

\Objective3 practice file folder. The folder also contains result files that you can use to check your work.

Open the WordExpert_3-1a document and do the following:

Define a bookmark that starts with the section heading

“Customizing settings for existing styles” and includes the whole section. Name the bookmark customizing.

Work through the file, and add index entries for the following terms:

Create New Style From Formatting dialog box Format menu

formatting Home tab

Modify Style dialog box Paragraph group Style Based On list styles

Styles gallery template

After the heading “Customizing settings for existing styles,” insert a main entry for styles and a subentry for modifying. Use the bookmark named customizing to indicate the page range.

After the heading “Create a character style,” insert a main entry for styles and a subentry for character style.

Generate a run-in index, placing the index at the end of the document.

Find the entries for formatting, and edit the entries so that they read formatting text.

Update the index to reflect your changes.

Objective group 3 Create advanced references

Save the WordExpert_3-1a document.

Open the WordExpert_3-1a_results document. Compare the two documents to check your work. (The number of entries and their placement in your document might differ from those shown in the result file.) When you are done, close the open documents.

Open the WordExpert_3-1b document and do the following:

In the blank document, create an automark file listing the same terms you used earlier, pressing Enter after each term.

Save the WordExpert_3-1b document.

Open the WordExpert_3-1b_results document. Compare the two documents to check your work. Then close the open documents.

Open the WordExpert_3-1c document and do the following:

Insert index entries by referencing the WordExpert_3-1b automark file.

Generate an indented index, placing it at the end of the document.

Save the WordExpert_3-1c document.

Open the WordExpert_3-1c_results document. Compare the two documents to check your work. Then close the open documents.

Objective 3.2: Create and manage references Objective 3.2: Create and manage references

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Objective 3.2: Create and manage references

Word 2016 provides commands and options for creating and managing references such as tables of contents, captions, and tables of figures. This section describes how to customize a table of contents, manage captions for various types of objects (such as figures, tables, and charts), and to insert and update a table of figures.