Indesign Header / Running Headline with Numbering (CS5)

Indesign Header / Running Headline with Numbering (CS5)

[Indesign tutorial] Hello every one! Today I want to teach you how to create Running Headers that include numbering. As I showed you before we learned how to create headlines with numbering and we also learned how to create running headers. I going to recap on those tutorials a little bit but I also will include annotations where you can click and watch the exact tutorial how we created the headlines and the running headers. We have as always, a sample document for this tutorial, that you can download from my website ( And I put the link in the YouTube description. So let’s get started with our running headers. We have here our headlines and the running header. In this tutorial today were going to learn how to get the numbering from our headlines, in front of our running header. But let’s first recap on the things we see on this page. If we take a look at our headlines, those are Paragraph Styles. Where I have included automatic numbering. You see those things here. Also in this Paragraph Style we have *Nested Styles* that we need for our running header. So this is a character style that gets applied to the headline and can therefore be detected by the running header. Let’s take a look at our running header. We find those in *Text Variables* ->*Define* ->”Running Header” ->*Edit* And we see here, were taking the Character Styles that (are) applied to the first and second level headlines. You also see by this dotted line here, that this is actually on a master page. So in the “Master A” that is applied to all those pages we just include the text variable “Running Header”. And this creates a Running Header on all our pages. So you see here it is grabbing “Second level 2 headline” and writing it down here as well on the next pages. So now let’s talk about how to get the numbering here on the headlines. Sadly there is no function in Indesign CS5 to do this automatically. But I’m going to show you now a workaround that makes (the process) more or less practical. We going to start by creating a new Character Style and we call this one “Running Header NUMBERS”. Then we also going to change the color and we click on *OK*. Next we want to go into our headline and at the end of this headline, we going to insert a new cross reference. We click on this button here, And as this is a first level headline, we have to choose “Head 1”. In here we going to include only the Paragraph number, so this “3” and we go on edit and activate “Character Style for Cross Reference”. In here we select “Running Header NUMBERS”. Also at the beginning of this cross reference you want to insert a end for our nested style. So we go on *End nested style* this inserts this one here. And we want to insert a “.” at the end, because our number is only a “3” and you want to have a “3.” We going to save this one under a new name and then we can click on *OK*. And now we see here we have our “3” with a point. We can click on *OK* again. And we also have to do the same thing for the other headlines. So we just going to do this as an example for the level 2 headline. We go on new cross reference. And in here we select “Head 2” because this is a level 2 headline. If you would do the same thing for a level 3 headline here you would select “Head 3”. However for head 2 and head 3 we need to edit our cross reference style because we need to remove this point that we use for the level one headline. So we going to duplicate this style here and we delete this point and also we change the name. We want to have this again be based on “Running Header NUMBERS” and we can click on *OK*. Now you see it has the same style as the top one, but the point here is missing. We can click on *OK* and you would do this for all your headlines in your text. However at the moment our third level headline is not included in our running header system so we would only need to (this) for level 1 & level 2 headlines. I going to do this really quick for the other headlines. And you need of cause to watch out to select also the right headline in here so (they) should have the same numbers, the should match. Now it’s time to include our numbers right here into our running header. To do this we need to go on *Type* and in here we need to define a new text variable. We can create a new one. and we call this one “Running Header NUMBERS” and we want to have it based on a character style and this character style is the “Running Header NUMBERS” Character Style. And we use the first one on the page. We can go on *OK* and on *Done*. And if we go now on our master page Master A We going to insert this one right here. Lets insert a *tab* also. And in here we insert *variable* ->”Running Header NUMBERS” Let’s take a look what happens now. You see the “3” was included in here and also on the next page you see the “3.2” from down here was included. However the spacing between the number and our headline is a little bit off. This is a little bit bigger than it its here, so this should be 10mm. So we need to repair this, therefore we go to “Master A” again. And in here let’s also assign a new paragraph style for this. And we call this one “Running Header”. In here in the tabs menu, we need to insert this tab here. Just click in here, and we set this one to 10 mm. Let’s click on *OK*. And let’s take a look if it’s now repaired. Jup, this looks ok. And now we only need to get rid of this “3.1” here. So we can’t really remove it but we can change the color to white or to the paper color we are using and also we can decrease the size to 0.1 pt. And by the way, the (back) slash you see here it’s the symbol, the blue one that the nested style ends here, because if we wouldn’t have this it would include this “3.1” also in here. So this is just an info for you, so you know where the (back) slash comes from. Let’s reduce the size of this one here. We go to our Character Styles and “Running Header NUMBERS”, we edited this one. And on character color we select [paper]. and on formatting we choose a very small size. So 0.1 pt should be fine. And we see now here, if we check on Preview, it almost disappears. We can click on *OK*. And there we have our numbered running headers. One thing to keep in mind is, if you insert a few headlines, for example here a level 2 headline it might change the numbering, so you would need to update your cross references from time to time. Also another thing, you see here the last word is underlined. To solve this problem we going to go on our hyper links again, and we going to edit this style. We just going to insert a space in the beginning of each style. We going on *Save* and we also going to do this in the second style here. *Save* again and then we can click on *OK* and on *OK* and now you see this problem is gone. If you still work on your document, it might be a good idea to change this character style here for the number that we can’t see right now so that you can see it, so you know if something is messed up or not. So let’s change this back very quick. We change the size to standard, and also the character color to a flashing color like this. We can click on *OK*. So we would change this before we export our document because this way we can check if this numbers here match the number of the headline. OK, I hope you find this video helpful I made this one in response to a request from some one from Korea. And if you have any trouble with InDesign or Illustrator or any question to one of my other tutorials just feel free to add a comment or write me an email, and maybe you get your own little video that answers your question. So, until next time bye bye!


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