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Adding a cross-reference

Cross-references, common in technical books, point you to another section of a book for more information. Keeping cross-references up-to-date as chapters in a book are edited and revised can be difficult and time-consuming. InDesign CS4 lets you insert automatic cross-references that update across the documents in a book file. You can control the text used in the cross-references as well as their appearance.

In this exercise, you will add a cross-reference that refers the reader to a section in another chapter of the book.

  1. With 12_01_ID_HowTos_GettingStarted open, choose page 3 from the page menu in the lower left of the document window.
  2. Zoom as necessary to see the text under “Creating new files.”
  3. Using the Type tool (typetool.jpg), select the “#9” text.
  4. You will replace this manually created cross-reference with an automatic cross-reference that updates if the text in the chapter reflows.

  5. Choose Type > Hyperlinks & Cross-References > Insert Cross-Reference.
  6. In the New Cross-Reference dialog box, leave the Link To setting as Paragraph.
  7. You will link the cross-reference to text that is formatted with a specific paragraph style.

  8. Under Destination, choose Browse from the Document menu. Select 12_02_ID_HowTos_Documents.indd in the Lesson_12 folder and click Open.
  9. In the scroll list at left, select Head 1 to specify the paragraph style of the referenced text. The cross-reference you’re creating is to a section name in another document that is formatted with the Head 1 style.
  10. All the text formatted with Head 1 appears in the scroll list at right. In this case, you know that section #9, to which you are cross-referencing, is titled “Creating New Documents.” When creating cross-references across documents, you may need to look at the referenced document first to determine how the referenced text is formatted.

  11. In the scroll list at right, select #9: Creating New Documents. Drag the New Cross-Reference dialog box out of the way so that you can see the text inserted in place of #9.
  12. Now you’ll format the text of the cross-reference.

  13. Under Cross-Reference Format, choose Page Number from the Format menu.
  14. Click the Create Or Edit Cross-Reference Formats button (crformats.jpg) to the right of the Format menu.
  15. In the Cross-Reference Formats dialog box, select Character Style for Cross-Reference. Choose Body Bold-P from the menu to specify the character formatting of the cross-reference text.
  16. Click OK to apply the change and return to the New Cross-Reference dialog box.
  17. Under Appearance, choose Invisible Rectangle from the Type menu to remove the box around the cross-reference text.
  18. Click OK to create the cross-reference and close the dialog box.
  19. Choose File > Save. Leave the document open for the next exercise.
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