09.  Cross referencing

Referencing a chapter number Crossreferencing a page number Cross referencing a diagram
Footnotes and endnotes Summary Exercise

Learning Outcomes

On completion of this chapter you will know how to cross refer to:

·         Chapter numbers

·         Page numbers

·         Diagrams and illustrations

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Introduction

When writing a manual or reference book we frequently refer the reader to another chapter, to a page or to a diagram. Examples of this are: “This is discussed further in Chapter 5”, “..for the full details check the table of page 56” or “This is illustrated in Figure 12-6.” Normally this is a very tricky job to do because if we insert a new chapter before the chapter referred to then the number of the chapter referred to will change.  Similarly, regarding the page number, if we if we add or delete text before that page, then its number will also change.  In this case we would regularly have to comb our text and check if the page number or chapter number referred to was correct. This can be a very tedious and error prone exercise. 

Word, however, provides us with a way of automatically updating those references.  For this automatic updating to work, however, we need to have laid out our document as directed in Chapter 8.  We shall now look at how we can use this layout in order to have easily updated cross references.

Cross-referencing to a chapter number

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In technical books it is common to come across such expressions as this topic is discussed in detail in Chapter 5.  If, after this had been written, a new chapter had been inserted before Chapter 4 then the old Chapter 5 would have become Chapter 6 and the reference to it would now be wrong.  On the other hand if we had a cross reference to the chapter, then its number would be automatically updated in the cross reference and out text would be consistent.

In order to cross-refer to a chapter number we click on the References tab and then the Cross reference icon.  This gives us the dialogue box in Figure 91.

Figure 91

If we wish to cross refer to a chapter number we select Heading from the drop down list Reference type.  This gives us the chapter headings.  We now select the chapter we wish to cross refer to.  There are a number of references we can make to a chapter such as its page number, the text of its heading, or its number.  In our case we want the number and so from the drop down list Insert reference to: we select Heading number. When we click on Insert the number of the chapter is inserted in our text.

Cross referencing to a page number

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Just like the chapter we find references in books such as refer to the table on page 66. Here we face the same problem as we did with the chapter: if inserting or deleting a block of text has caused the table on page 66 to move to a lower or higher numbered page, then our reference would be faulty.  To overcome this we use Word’s cross referencing facility.  The approach here, however is different to cross referencing the chapter numbers – we must first insert a bookmark.  A bookmark is unseen by the user but word can see it as a place within a document.  We can either tell Word to jump to this location or we can refer to either the chapter number of page of the same location. With a page number the first step is to go to that page and at the spot where we want to refer to we insert a bookmark. To do this we click on the Insert tab and then on the icon Bookmark.  This brings up the dialogue box Figure 92.

Figure 92

Here we enter the name for our bookmark and click Add.  We have now marked a place in our document which is known to Word as PageNumberLocation. Now when we want to cross refer to that place or bookmark we click on the Cross reference icon.  This brings up the Cross reference box again but this time we select Bookmark from the Reference type list and Page number from the Insert reference to: list. We also select the name of the bookmark we wish to cross refer to and then click on Insert.

Figure 93

Cross referring to a diagram

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We have already seen how to put a caption on a diagram.  In this book we used captions such as Figure 4-3.  To cross refer to it we bring up the Cross reference dialogue box once more and from the Reference type box select Figure.  From the box Insert reference to we select Entire caption and then click on Insert.

Figure 94

Footnotes and Endnotes

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Footnotes and endnotes appear in academic and technical books. Footnotes generally appear at the bottom of the page while endnotes appear at the end of a chapter or at the end of a book.  A footnote is used to describe or elaborate on a word or sentence in the text.  Normally an asterisk appears at the end of the word to be elaborated on and another asterisk appears at the bottom of the page which is followed by the description or elaboration of the word. If a second footnote applies to a word or sentence on the same page then a symbol different to the asterisk is used.

Endnotes are used to describe the source of some information or else to point the reader towards resources on the topic that is being discussed.

In order to show how to use both footnotes and endnotes we shall use the very short history of books shown in Figure 95 below.

Figure 95

We shall first look at inserting a footnote to the word “papyrus”.  In order to do this we go to the References tab and then click on Insert Footnote.  This displays the dialogue box in Figure 96 below.

Figure 96

Our first task is to select Footnotes and to specify that they are to appear at the bottom of the page.  Both symbols and numbers can be used for footnotes. It is customary, however, to use symbols for footnotes and numbers for endnotes and we shall follow that custom here.  We shall use the asterisk as the symbol for the first footnote and to select this we click on the button Symbol.  This brings up the dialogue box shown in Figure 97

Figure 97

Here we select the asterisk symbol and then click on OK.  This returns us to Figure 96.  This time the asterisk symbol will appear inside the box Custom Mark. We now simply click on Insert.  This will cause the dialogue box to disappear and an asterisk to appear beside the word “papyrus”.  The cursor will also move down to the bottom of the page, where another asterisk appears. Here we enter our description or elaboration of the word “papyrus”.

A description of the word “library” can be entered in exactly the same way, except that a different symbol should be selected for this.

An endnote should be placed at the end of the first paragraph to indicate where we got the information about the papyrus scrolls.  To do this we click on the tab Insert Endnote which brings up the dialogue box in Figure 96 again.  This time we click on Endnotes and select End of document.  We shall leave the number format as it is and then simply click on Insert.  Again this causes the dialogue box to disappear and the number 1 to appear at the end of the first paragraph.  The cursor will move to the end of the text, where another 1 appears.  After this you enter the details about where you got the information for the first paragraph.  Other endnotes are entered in exactly the same way.

Figure 98

Above we see the same text with both footnotes and endnotes added.  If the text was more than one page long the endnotes would appear at the end of the text on the last page, while the footnotes would appear at the bottom of the page that contained the text they were referring to.

Summary

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During the process of writing a text book or manual, page numbers and chapter numbers change as extra chapters or text are added or existing chapters or text are deleted.  By using cross referencing Word automatically alters references to chapters, pages or diagrams if their sequence number changes due to the reasons given above.

Exercise 9

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Open the document you created for Exercise 8 and make the following changes to it:

·         in chapter 1 add at least one reference to each of the other chapters.

·         add a reference to at least one page in each of the other chapters

·         add a reference to at least one picture in each of the other chapters

·         insert an extra chapter between chapters 1 and 2.

·         finally do Print Preview and verify that all of the references you have put into Chapter 1 have automatically updated to their new values.

·         to double check that everything is in working order remove the chapter you have added and then check that your references in Chapter 1 have returned to their original values.

·         In at least one chapter use footnotes and endnotes