Chapter numbering question: Introduction as Chapter "0"?

J

Julia in Wisconsin

I'm trying to get my husband's thesis ready for submission
(UC-Berkeley in case anyone has personal experience) and I have a
formatting problem. I would like to have an introduction prior to
Chapter 1, with pages numbered i, ii, iii, iv, etc. The introduction
contains figures and tables, which I would like to be numbered 0-a,
0-b or Intro-a, Intro-b, etc.

The main text will start with Chapter 1, and the pages will be
numbered 1,2,3, etc. For my captions, figures and tables will be
numbered 1-a, 1-b, etc.

I tried using the captions feature, but Word won't allow a Chapter
"0." I also need to have the Introduction included in the table of
contents.

I appreciate any advice,

Julia in Wisconsin
 
S

Stephen Fox

Julia,

Kind of confusing to me. I see no problem with numbering pages in your
intro with i, ii, iii, etc., or with the main chapters, starting with
Chap. 1, being numbered 1, 2, 3, etc. But I would think that "captions"
that apply to figures and tables would be part of the text you include
with the items themselves. In my own book, for instance, I have intro
material numbered i, ii, iii, etc., and the chapters as you want them.
For pictures and maps, however, I included "captions" with each of the
items. Nothing to do with page numbering.

But I may be missing your point entirely.

Steve
 
D

Dayo Mitchell

Hi Julia,
For the page numbering, see here:
http://word.mvps.org/FAQs/Formatting/NumberingFrontMatter.htm

For the caption numbering for zero chapter, that's tricky. Have you set the
other chapters up yet?

I suspect there's a manual workaround to get the 0 or the Intro (I'd suggest
Intro if possible, think it will look better) but if no one chimes in here,
I'd suggest reposting your question on the microsoft.public.word.numbering
newsgroup where a larger number of numbering gurus hang out. Tell them you
are on a Mac and what version of Word (and that the user interface (menus,
etc) is most similar to WinWord 2000)--but this is all internal Word
manipulation and the platform doesn't really matter. Google actually has a
better web interface than the MS site, click on Groups and put the full
newsgroup name into the search box and it will come right up.

Actually, before you do that, check out this page:
http://www.shaunakelly.com/word/numbering/NumberingAppendixes.html
Which sounds like it might solve your problems.

The introduction will be included in the TOC if it is formatted in a style
with an outline level. Why not format the Intro title in the same style as
the chapter headings? See here for more info:
http://www.shaunakelly.com/word/toc/CreateATOC.html

DM
 
D

Dayo Mitchell

Hi Steve,
I've not done it myself, but you can set Word up to do the automatic
numbering of figures and tables as well, and automatically renumber if you
move them, etc. And if you insert cross-references (to see Fig X) to update
that as well.

You're correct that it's an entirely separate issue from page numbering,
though.

DM
 
J

Julia in Wisconsin

Dayo Mitchell said:
Hi Julia,
Actually, before you do that, check out this page:
http://www.shaunakelly.com/word/numbering/NumberingAppendixes.html
Which sounds like it might solve your problems.

The introduction will be included in the TOC if it is formatted in a style
with an outline level. Why not format the Intro title in the same style as
the chapter headings? See here for more info:
http://www.shaunakelly.com/word/toc/CreateATOC.html

DM

thanks DM!!

Shauna Kelly has good advice in that appendix page about how to create
a figure caption that looks "real" but doesn't enter into the
numbering system. I think I can use that!!

O.K., so if I use Heading 1 for the word "Introduction" as well as for
"Chapter 1," will Word want to call the intro "Chapter 1," and then my
Chapter 1, "Chapter 2"? Sorry this is getting confusing, but that's
the point, I suppose. What I mean is--you said that the introduction
will be included in the TOC if it is formatted in a style with an
outline level--can I alter the numbering of chapters, for example in
the captions for figures and tables.

Hmm, can I just get Word to consider both the intro and ch. 1 to be
"Chapter 1" together? For example, can I just call the first figure
in the intro 1-1, then 1-2, and then the first figure in Chapter 1
will be 1-3? Is that too weird? I'm also concerned about when I
pull together the Table of contents. I'm going to need to have a
table of contents, a table of figures (including the ones in the
intro) and a table of tables (ditto).

Sorry to be so confused. I thought I knew about using Word until I
started this project. I don't have all that much time to figure it
out, either!

Julia in Wisconsin
 
D

Dayo Mitchell

Hi Julia,

I posted a bunch more links for you over on the docmanagement group. But
you probably want to start with this one, which should clarify the numbering
stuff. I've never used numbering/figures/captions myself, but if using the
Appendix workaround, then you might be right that you don't want the Intro
title formatted in the same style as Chapter 1.

See: How to create numbered headings or outline numbering in your Word
document
<URL: http://www.shaunakelly.com/word/numbering/OutlineNumbering.html>

On the other hand, it's possible that setting numbering up this way will
allow you to have a Chapter zero, which would solve a lot of issues. I
really don't know how those chapter numbers are set. I think you should
post the Chapter Zero question to the numbering group, Shauna Kelly might
answer.

As long as the Intro title is formatted with a style that includes an
Outline level, it will get included in the TOC, though you might need to
click on Options in the TOC dialog to tell Word exactly which styles to use
to build the TOC. Those two links probably explain it better than I can.

Oh! The outline level used to build the TOC *is* something different from
the outline numbering level. That's probably confusing you. I'm not sure
exactly how they are different, but I know they are different entities and
settings.

And I haven't a clue what conditions are necessary for Word to autogenerate
a Table of Figures, etc.

In your situation, I would probably make a copy of the whole file, shorten
it to have only a couple of subsections in each intro/chapter (just so that
there's less text to deal with, but at least one example of each level and
table/figure/etc that you need to deal with), and start applying formatting
and creating TOCs, tables of figures, etc, to see what happens. And
probably copy all the text into a doc based on a new test template so you
can experiment freely, and save your changes back to that template. Then
once you have that mini-diss settled, your template should be set, and, you
should be able to copy the full version into a doc based on the new template
and format it very quickly. (you can find and replace styles, by the way,
or set shortcut keys to apply them). I think if you experiment as you read
the suggested webpages, learning will go faster than if you just try to
understand what they are saying. Once you figure out what styles to apply
to everything, creating the TOC/F/T should go smoothly.

I wouldn't merge the Intro and Chapter 1, if just because starting Chapter 1
with figure 1-3 will be very strange.

Alternatively, your TOC could look like this:
Chapter 1--Introduction [and some text to make it sound better]
Chapter 2--Title (formerly chapter 1)
Chapter 3--Title (formerly chapter 2)
Which is uncommon, but I don't know of any thesis czar rules that say the
introduction can't also be called a chapter, or that say you have to have an
introduction, and if your husband accepts it, it would solve a lot of
issues. I feel as though introductions often wouldn't have figures, so it's
possible there's been little need to work out this problem. Then you would
only have to figure out standard numbering, which is honestly complicated
enough.

Hope that helps. For specific questions, you're probably better off posting
on word.numbering, or word.docmanagement, or word.formatting.longdocs.
Since the numbering is the most complicated issue, probably best to post
there.

Dayo
 
C

Clive Huggan

I've got half a clue, Dayo and Julia!

I have a document that I created long ago that has an automatically compiled
(select -> F9) table of contents (preceded and followed by a blank "Normal"
paragraph mark, to minimize chances of corruption), then ditto for a table
of figures, and ditto for a second table of figures where the tables are
listed. The latter are compiled (again Select -> F9) from the "headings" for
tables in "caption" style. They work like a dream!

Now, the reason I said "half a clue" was that I could not remember how I did
it (which is why I keep notes on Word). But a check with Word's Help file
("how do I compile a table of figures?") revealed all.


Clive Huggan
Canberra, Australia
============================================================
* A suggestion: If you post a question, keep re-visiting the newsgroup for
several days after the first response comes in. Sometimes it takes a few
responses before the best or complete solution is proposed; sometimes you'll
be asked for further information so that a better answer can be provided.
Good tips about getting the best out of posting are at
http://word.mvps.org/FindHelp/Posting.htm

============================================================

Mitchell at (e-mail address removed) wrote on 20/4/04
3:52 AM:
 
J

John McGhie [MVP - Word]

Hi Julia:

The Chapter numbering and the page numbering and the figure numbering are
independent in Word. So you "can" have anything you want, including Chapter
0. However, forcing a Chapter 0 is not a "nice" way to do things and it
looks a bit odd.

Before setting out to do this, I would have a detailed chat with your
husband's supervisor: allowing numbered figures and tables in the
"Introduction" would be very unusual. In fact, having any "useful" content
at all in the Introduction is normally regarded as a very poor publication
design. Introductions, prefaces, acknowledgements etc are generally
designed as "vanity" sections that could be discarded without altering the
content of the book.

Then again, including the chapter number in either the page number or the
caption number is also bad design. However, nothing will talk UC Berkeley
out of it, so you're stuck with that. One of our members here teaches at UC
so he can set me right if that's not the case :)

OK, to include a chapter number in a caption you use two fields. A "field"
is a little piece of generated code that tells Word to compute and generate
the text that is the "result" of the field. Look "Fields" up in the Word
help and read it carefully: you're about to need them. The key things to
remember about fields are that they do not contain the text that gets
printed: that does not appear until you display or print a field. And a
field must be "updated" before it prints anything at all. There are three
kinds of fields: usually known as Hot, Warm, and Cold.

A Hot field is updated automatically and continuously by Word: the page
number is an example. A Warm field is also updated automatically by Word,
but only when it needs to be: an INCLUDETEXT field is an example. A cold
field is updated only when you specifically update it: the TOC and the
fields you are about to use are examples of these.

Normally, a Caption is composed of some text and a SEQ field. A SEQ field
generates the next sequential number, with reference to the SEQ field that
appears before it in the document. It contains some "switches" which
control its behaviour: the ones you are interested in are the "\s" and "\r"
switches. Look up SEQ fields in the Word Help now, then come back here...

You need to ensure that your chapter headings are formatted with the
built-in style Heading 1. If they are not, change that now.

You then add the "\s 1" switch to your Caption SEQ fields. Don't do this
yet: Word will do it automatically in a minute. This causes Word to reset
the SEQ field to "1" after each chapter heading appears. That takes care of
your figure number.

Now, to get your Chapter number in to the caption, we normally use a
StyleRef field: look those up in the Help now, then come back.

Make sure that your Chapter Number in your Chapter Heading is being
generated by the Heading 1 style. Use Format>Style>Modify>Numbering and
choose the sample that shows "Heading 1, Heading 2 etc " in its sample. The
important parts of what I am saying here are that the style in use for
Chapter Headings MUST be Heading 1. The Numbering MUST be defined as part
of the Style definition, not added directly to the paragraph. And the type
of numbering you choose MUST be an Outline type that shows the words
"heading 1, heading 2..." in its sample.

You can do things other ways, but I won't live long enough to type out the
instructions, and if you do it some other way without detailed instructions
it won't work at all :)

Now you add a StyleRef field to your Caption, choosing "Heading 1" as your
style and "\n" as the switches. To do this, use Insert>Caption and choose
Numbering. Check "Include chapter number" and choose "Heading 1" for
'Chapter starts with...'. That automatically creates a caption with the
correct fields in it for you. Having got one right, I would select it and
make it an AutoText so you can use this as a model for all of your other
captions.

That takes care of the caption numbering in the body of the manual, and sets
things up so everything else works right and we know what state the document
is in. Now for the Front Matter...

To emulate the Chapter Number in the front matter captions, the simplest
thing to do is copy a Caption from the Body, then simply delete the first
number: the StyleRef field, and type what you want to see there.

You need to format the headings in your Front Matter with a different style.
You must not have a Heading 1 style appearing in the manuscript ahead of
Chapter 1. Use any style you like for this. I usually make one called
Front Matter Heading. Whatever you call it, it should have no numbering :)
If you want, you "can" add numbering as a separate list from that in your
Headings, but let's keep this simple. There can be only one Headings list
in your document, and we want it to start at "1" for Chapter 1.

If you want to be technically adventurous, you can do this: place a
bookmark around label you are using in your front matter -- let's say you
have called it "Introduction". Now you can add a simple cross-reference to
that in place of the StyleRef field in your front matter captions. This
copies the word "Introduction" for you.

Finally, select your Table of contents and choose Insert>Index and
Tables>Table of Contents. Check that "Formats" is set to "From template".
If it is set to anything else, you cannot control the formatting of the TOC.
"From Template" is a miss labelling; the format is actually saved in the
document, but you know what I mean.

Now, click Options and ensure "From styles" is checked. Word should
automatically have selected heading 1, Heading 2 and Heading 3 for you, and
assigned them the levels 1, 2 and 3. Which gives them the styles TOC 1, TOC
2 and TOC 3. And that's how you format the TOC, by changing the definitions
of those styles :)

In that list, find the heading style you created for your front matter
headings, and give that Level 1 as well.

OK your way out, and the job is done :)

Hope this helps

This responds to article <[email protected]>,
from "Julia in Wisconsin said:
I'm trying to get my husband's thesis ready for submission
(UC-Berkeley in case anyone has personal experience) and I have a
formatting problem. I would like to have an introduction prior to
Chapter 1, with pages numbered i, ii, iii, iv, etc. The introduction
contains figures and tables, which I would like to be numbered 0-a,
0-b or Intro-a, Intro-b, etc.

The main text will start with Chapter 1, and the pages will be
numbered 1,2,3, etc. For my captions, figures and tables will be
numbered 1-a, 1-b, etc.

I tried using the captions feature, but Word won't allow a Chapter
"0." I also need to have the Introduction included in the table of
contents.

I appreciate any advice,

Julia in Wisconsin

--

Please respond only to the newsgroup to preserve the thread.

John McGhie, Consultant Technical Writer,
McGhie Information Engineering Pty Ltd
Sydney, Australia. GMT + 10 Hrs
+61 4 1209 1410, mailto:[email protected]
 
E

Elliott Roper

John McGhie said:
Hi Julia:

The Chapter numbering and the page numbering and the figure numbering are
independent in Word. So you "can" have anything you want, including Chapter
0. However, forcing a Chapter 0 is not a "nice" way to do things and it
looks a bit odd.
<snip>

What a fabulous post! Thanks John. It cleared up a lot of my own
misunderstandings of what goes on.
 
J

Julia in Wisconsin

Clive Huggan wrote in message
I've got half a clue, Dayo and Julia!

I have a document that I created long ago that has an automatically compiled
(select -> F9) table of contents (preceded and followed by a blank "Normal"
paragraph mark, to minimize chances of corruption)

Clive what's a blank "Normal" paragraph mark, and how does it work?
That sounds like something I want to do as well.
, then ditto for a table
of figures, and ditto for a second table of figures where the tables are
listed. The latter are compiled (again Select -> F9) from the "headings" for
tables in "caption" style. They work like a dream!

Now, the reason I said "half a clue" was that I could not remember how I did
it (which is why I keep notes on Word). But a check with Word's Help file
("how do I compile a table of figures?") revealed all.

Thanks for the pointer!

O.K., I'm beginning to think that I should bypass the built-in
numbering available in captions and just put in the numbers manually.
I'm dealing with a pretty-much finished document, so that's not such a
big deal. It looks like I can still make a "Table of Figures" by
using custom styles, and I guess I just need to specify two different
styles, one for figures and one for tables, and then I can make a
"Table of Tables" as well!

Am I making sense?

Julia in Wisconsin
 
J

Julia in Wisconsin

"John McGhie [MVP - Word]" wrote in message news: ..
Before setting out to do this, I would have a detailed chat with your
husband's supervisor: allowing numbered figures and tables in the
"Introduction" would be very unusual. In fact, having any "useful" content
at all in the Introduction is normally regarded as a very poor publication
design. Introductions, prefaces, acknowledgements etc are generally
designed as "vanity" sections that could be discarded without altering the
content of the book.

You are quite right. My husband's advisor/supervisor is, ahem, not
very good at his job, and has provided next to no advice or
supervision at all. I just had a chat with my husband and we are
going to rename his "introduction" Chapter 1, because it really is a
key part of the document.
Then again, including the chapter number in either the page number or the
caption number is also bad design. However, nothing will talk UC Berkeley
out of it, so you're stuck with that. One of our members here teaches at UC
so he can set me right if that's not the case :)
I would very much like to hear from anyone with experience at UC,
because I am pretty much clueless. Well! Except that you fine folks
are doing a great job of educating me. . .

I have copied your advice into a file for my perusal--I may be back
with questions later. . .

Thanks for the help!

Julia in Wisconsin
 
D

Dayo Mitchell

John McGhie said:
Introductions, prefaces, acknowledgements etc are generally
designed as "vanity" sections that could be discarded without altering the
content of the book.
Not true in history....all we read is the introduction! and the conclusion.

But thanks much for your exceedingly helpful explanation, I saved it as
well.

Dayo
 
C

Clive Huggan

Clive Huggan wrote in message

Clive what's a blank "Normal" paragraph mark, and how does it work?
That sounds like something I want to do as well.

If you click the back-to-front "P" icon on the toolbar (the pilcrow)(I don't
normally use this term but Elliott Roper will be watching, and he derives
*such* pleasure from it -- it's his favourite word!) or if you key
Command-8, you'll see the formatting marks, including pilcrows -- or
paragraph marks as they're called when Elliott isn't around.

People who do advanced formatting usually don't use Normal for their body
text styles, and tend to add leading (space before or after) to their
paragraphs instead of hitting the Return key twice. Essentially I was
reflecting John McGhie's advice to place a paragraph, with no text and
styled in Normal, before and after a toc so that the toc has <beware: highly
techoid explanation follows> room to flap its arms around when it is
updated. Corruption which can occur appears to be reduced by this ploy.
Thanks for the pointer!

I should mention that my memory-jogging notes are a free download from
http://word.mvps.org/FAQs/WordMac/Bend/BendWord.htm
O.K., I'm beginning to think that I should bypass the built-in
numbering available in captions and just put in the numbers manually.
I'm dealing with a pretty-much finished document, so that's not such a
big deal. It looks like I can still make a "Table of Figures" by
using custom styles, and I guess I just need to specify two different
styles, one for figures and one for tables, and then I can make a
"Table of Tables" as well!

Am I making sense?

You certainly are. Spot on!

After you've done your husband's thesis, keep coming back -- it's amazing
what you'll pick up here! And with some ability with styles evident from
your comments, you probably have some useful views to contribute. :)
Julia in Wisconsin

Cheers,

Clive in the Southern Hemisphere
to the left of New Zealand

============================================================
* If anyone is still reading down this far, here's a question: if your
settings files were corrupted right now, would you have an up-to-date
back-up? It's best to back up your Normal template and all your Word
settings files on a medium other than the internal hard drive and, if you
also want to protect against theft and fire, to stored them in a different
building.
============================================================
 
E

Elliott Roper

If you click the back-to-front "P" icon on the toolbar (the pilcrow)(I don't
normally use this term but Elliott Roper will be watching, and he derives
*such* pleasure from it -- it's his favourite word!) or if you key
Command-8, you'll see the formatting marks, including pilcrows -- or
paragraph marks as they're called when Elliott isn't around.

Yeah, right Clive. You'll keep! (Just got back from France, cellar
restocked!) I am now looking forward to a cheeky young Pilcrow 2004
from Washington state. I understand it is ready for bottling early next
month.
 

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