Formatting lists and indexes

See how you can format a list or index with a template in FrameMaker.

Format a list or index with a template

See how you can format a generated list or index with a template in FrameMaker.

The first time you generate a list or index (if you don’t use a template), it uses the page layout of the source document or the first non-generated document in the book, and all entries look the same. You can change the page design and the formats in the list or index after you generate it, just as you do in any other document. When you generate the file again, your changes are retained.

  1. Copy the template to the source document’s folder using the same filename as the list or index.

  2. Generate the list or index.

Tip: You can also use File > Import > Formats to import a template’s formats. Then generate the list or index again so any changes in the special text flow are reflected in the generated file.

Edit special text flow for a list or index

Learn how you can edit a special text flow for a list or index.

Many formatting aspects of a list or index are controlled by a special text flow on a reference page in the generated file. The name of the reference page matches the default suffix, such as TOC for a table of contents or IX for a standard index.

For generated lists, each paragraph in the flow corresponds to a paragraph tag or marker type you included in the list. These paragraphs have tags that use the default suffix. For example, a paragraph tagged Heading1TOC in the text flow for a table of contents corresponds to the entries for first-level headings (tagged Heading1 in the source document).

Special text flow on reference page for a table of contents
Special text flow on referencepage for a table of contents

For indexes, the paragraphs in the flow correspond to the marker types you included in the index, the levels of entries and subentries, the sort order, the separator text used, and several other index properties.

Special text flow for an index
Structureof the specialtext flow for an index

A. Separators placeholder B. Levels of entries C. Group titles placeholder D. Sort order E. Ignore characters placeholder

If the list or index was created with hypertext links, the special text flow also contains a paragraph that specifies the form of the hypertext commands in the generated file. The paragraph’s tag begins with the word Active.

Special text flows for lists and indexes have special paragraphs with placeholder text. This placeholder text lets you specify how your entries will look when you regenerate the file.

Building blocks placed in each paragraph of the special text flow determine the information that appears in the list or index, and the order in which the information appears. You can use the following building blocks in the special text flow.

Building block

Meaning

<$autorange>

Automatically creates index page ranges

<$numerics>

<$alphabetics>

<$symbols>

<$kana>

Specifies the overall sort order in an index

<$pagenum>

Displays the page number on which the source paragraph or marker appears

<$volnum>

Displays the volume number of the document in which the source paragraph or marker appears

<$chapnum>

Displays the chapter number of the document in which the source paragraph or marker appears

<$paratext>

Displays the text of the paragraph, excluding any autonumber

<$paranum>

Displays the paragraph’s entire autonumber, excluding spaces and tabs at the end of the autonumber (for example, Section 2.1.1)

<$paranumonly>

Displays the paragraph’s autonumber counters and the characters between them (for example, 2.1.1)

<$paratag>

Displays the source paragraph’s tag

  1. In the list or index, choose View > Reference Pages.

  2. Display the reference page that contains the text flow you want.

  3. Edit the appropriate paragraphs in the text flow.

  4. Choose View > Body Pages.

  5. Generate the index again to see the effect of your changes.

Note: Make sure that you generate the list or index from the source document, not from the generated file.

Change paragraph and character formats of generated list entries

See how you can change paragraph and character formats of entries in FrameMaker.

In this topic:

Introduction

You can change the look of entries in a generated list and index by modifying their paragraph formats.

You can also change the character format of any text appearing in a list and of all index page numbers created with the same marker type. For example, you could make all page numbers italic.

Note: If you create a new character format in the source document after you generate the list or index, you may have to use File > Import > Formats to import the character format into the generated list. This is necessary only if you use the new character format in a paragraph or marker that’s part of the list or index. If you created the character format before first generating the list or index, FrameMaker imports it for you into the generated file.

Change the paragraph format of entries

  1. In the list or index, display the reference page that contains the special text flow. Usually this is TOC for a table of contents and IX for a standard index.

  2. Locate the placeholder paragraphs that have paragraph formats corresponding to the list or index entries. (For example, Level1IX is the format for the placeholder text for the first-level index entry, and Head1TOC is the format for a Head1 entry in a table of contents.)

  3. Change the properties of the paragraph formats, such as indents and font size, and update the paragraph formats, so that they are available the next time you generate the file. The placeholder paragraphs show you how the entries will look.

Formatted placeholder paragraphs
Formatted placeholderparagraphs showing how the entries look

Change the character format of entries

  1. In the list or index, create a new character format and store it in the Character Catalog.

  2. Choose View > Reference Pages and display the reference page that contains the special text flow.

In the paragraph whose format corresponds to the entries you want to change, do the following:

  • In a list, enter the character tag between angle brackets (< >) before the text you want to change. To change back to the paragraph’s default font, enter <Default Para Font>. For example, you could define a format tagged ChapNumFont, and then use it to format chapter numbers in a larger font in a table of contents.

    Reference page and resulting TOC
    Changingthecharacterformatofentriesinthereference pageand the resultingTOC

  • In an index, enter the character tag, between angle brackets (< >), to the left of <$pagenum>. For example, if IndexPgNum is a character format defined for italic page numbers in a standard index, you could use it to format just the page numbers in the paragraphs tagged IndexIX.

    Reference page and resulting index
    Changingthe character format of entries in the reference page and the resultingTOC

Tip: You can also change the character format of text that appears in a list or index by applying a character format directly to the building block rather than preceding the building block with a character tag enclosed in angle brackets. Be careful not to apply the character format to the paragraph symbol.

Include book component and paragraph autonumbers

Know how to include book component and paragraph auto numbers in a generate list in FrameMaker.

In this topic:

Introduction

In a generated list, you can include autonumbers—text and numbers inserted automatically as part of a paragraph format—in addition to (or instead of) page numbers in entries. In an index, you can use autonumbers instead of page numbers if all paragraphs that contain index markers are also autonumbered.

Index using section symbols and section numbers instead of page numbers
Indexusing section symbols and section numbers instead of page numbers

You can use the following building blocks to add autonumbers:

  • <$volnum>, <$chapnum>, <$sectionnum>, <$subsectionnum> which include the volume, chapter, section, and sub section counters.

    Building block for volume and chapter autonumbering, and resulting index
    Building block for volumeand chapter autonumbering, and resulting index

  • <$paranumonly>, which includes the counters and the characters between them (for example, 2.2 for a paragraph whose autonumber is Section 2.2).

    Building block for paragraph autonumbering using section numbers, and resulting index
    Building block for paragraph autonumbering usingsection numbers, and resulting index

  • <$paranum>, which includes the counters and all text in the autonumber (except for spaces or tab characters at the end).

    Building block for paragraph autonumbering using “Section” text and section numbers, and resulting index
    Building block for paragraph autonumbering using“Section” text and section numbers, and resulting index

Include volume and chapter autonumbers

  1. Choose View > Reference Pages and display the reference page that contains the special text flow.

  2. In a list or index, type the <$volnum> or <$chapnum> building block where you want to insert the autonumber.

    For example, to include the chapter number along with the page number (such as 3-1) in entries generated from markers of type Index, type <$chapnum>- before the <$pagenum> building block in the paragraph tagged IndexIX.

Tip: To make sure numbers such as “3-1” don’t break between lines, insert a nonbreaking hyphen by pressing Esc hyphen h.

Include paragraph autonumbers

  1. Choose View > Reference Pages and display the reference page that contains the special text flow.

  2. Do one of the following:

    • In a list, type the <$paranumonly> or the <$paranum> building block where you want to insert the autonumber.

    • In an index, replace the <$pagenum> building block with <$paranum> or <$paranumonly> in the paragraph with the tag that begins with the marker type. For example, to include the paragraph autonumber rather than the page number in entries generated from markers of type Index, replace the <$pagenum> building block in the paragraph tagged IndexIX.

Change page number separators

Find out how you can change page number separators in FrameMaker.

A typical index entry such as Erosion 1, 23–includes a space after the entry text, a comma and a space between page numbers, an en dash to show a page range, and nothing after the last number. You can change the en dash to the word to, or change this separator text in any other way. For example, you could change the separator text so that a comma appears after the entry, such as Erosion, 1.

  1. Choose View > Reference Pages, and display the reference page that contains the special text flow.

  2. Edit the Separators paragraph. (Look for the paragraph containing 1, 23–.) You can change any separator, but you must use the placeholder numbers 1, 2, and 3.

A custom Separators paragraph on the IX reference page
A custom Separators paragraphon the IX reference page

A. En dash B. Em space

Manually add text to generated list entries

Learn to manually add text to generated list entries in Adobe FrameMaker.

You can add text to all entries generated from paragraphs with a particular tag or markers of a particular type. For example, you can enclose page numbers in brackets.

Brackets added in a TOC
Brackets addedin a TOC

You can also use custom marker types with added text to display page numbers in a variety of ways in an index. For example, suppose you want to generate the following scholarly index.

Custom page numbers added in an index
Custompage numbers addedin an index

To do this, you need two custom markers: one for page numbers followed by ff, and one for page numbers followed by note. You might call these markers Indexff and IndexNote.

When generating the index, you include all three marker types (Index plus the two new ones). After generating the index for the first time, you can edit the special text flow for the marker types on the reference page.

Marker type

Edit to the reference page

Result

Indexff

<$pagenum> ff

15 ff

IndexNote

<$pagenum> note

15 note

The next time you generate the index, the changes appear in the generated index.

  1. Choose View > Reference Pages, and display the reference page that contains the special text flow for the list or index.

  2. Enter the text where you want it to appear. For example, to enclose all page numbers in brackets, enter brackets around the page number building blocks: <$paratext>[<$pagenum>]

Use tabs and tab leaders in a list or index

See how to use tabs and tab leaders in a list or an index in FrameMaker.

You can use tabs to align page numbers in a list or index. You can also use tabs to add tab leaders, such as a row of dots, between entry text and page numbers.

Right-aligned tab stop with leader dots in a TOC
Right-aligned tab stop with leader dots in aTOC

Tab stops make index page numbers line up in columns.
Tab stops make index pagenumbers line up in columns

  1. Choose View > Reference Pages and display the reference page that contains the special text flow.

  2. Do one of the following:

    • For a list, select the space between the <$paratext> and <$pagenum> building blocks in the paragraph whose tag matches the entries you want to change.

    • For an index, select the space before the number 1 in the Separators paragraph.

  3. Press Tab.

  4. Change the paragraph format by adding a tab stop where you want to align the page numbers. Define the format to include leader dots, if you want. Then update the paragraph formats so the changes are available the next time you generate the list or index.

Rearrange information in list entries

Learn to rearrange information in list entries.

You can specify the order in which the parts of a list entry appear. For example, you can specify that the page number appears first, followed by the paragraph text.

  1. Choose View > Reference Pages, and display the reference page that contains the special text flow for the table of contents or list.

  2. Rearrange the building blocks. For example, to put the page number first, followed by the paragraph text, rearrange the building blocks: <$pagenum><$paratext>.

Resolve cross-references

See how to resolve cross-references when a marker has been deleted or the ID and ID reference do not match.

In this topic:

Resolve a cross-reference when a marker has been deleted

  1. Open the Cross-References pod, choose Filter > References > Unresolved Cross Reference. Ensure that you have the correct filename selected. The pod shows all unresolved cross-references.

  2. Do one of the following:

    • If you do not need the cross-reference, delete it.

    • If FrameMaker finds an unresolved paragraph cross-reference, double-click the cross-reference to display the cross-reference dialog box, specify a different source, and click Replace.

    • If FrameMaker finds an unresolved spot cross-reference, insert a new cross-reference marker in the source text. Select the new marker from the cross-reference dialog box and click Replace.

Resolve a cross-reference when the ID and ID Reference values mismatch

For structured documents, edit the ID or the ID Reference value so the two values match.

ID attributes are often read-only, so you may have to edit the ID Reference.


April 29, 2020

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