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© Paradigm Publishing, Inc.

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Chapter 27: Creating Indexes
Performance Objectives



Create an Index



Mark Text for an Index



Insert an Index



CHECKPOINT 1



Mark Index Entry Options




Create a Concordance File



Update an Index



Delete an Index



CHECKPOINT 2

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Create an Index



Although Word automates the process, creating an index still takes thought and consideration.




The author of the work must select the topics to be indexed, both main entries and subentries.

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Create an Index - continued

Sample index

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Mark Text for an Index



Begin by determining what main entries and subentries to include.




Electronically mark the index entries using option at the Mark Index Entry dialog box.

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Mark Text for an Index - continued

To mark text for an index:

1.

Select the text.

2.

Click the REFERENCES tab.

3.

Click the Mark Entry button in the Index group.

4.


Make the desired changes at the Mark Index Entry dialog box.

5.

Click the Close button.

Mark Entry button

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Mark Text for an Index - continued



If you want the text to be listed as a main entry, leave it as

Mark Index Entry dialog box

displayed and then click the Mark button.



The main entry or subentry does not have to be the same as the
selected text.




You can select text for an index, type the text you want to display
in the Main entry or Subentry text box, and then click the Mark
button.

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Mark Text for an Index - continued



The Options section of the Mark Index Entry dialog box contains
three options for adding page numbers and cross-references.



Options section

The Current page option is the default. At this setting, the current
page number is provided for the main entry or subentry
displayed.




Click the Cross-reference option to cross-reference the main entry
or subentry.

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Mark Text for an Index - continued



Click the Mark All button at the Mark Index Entry
dialog box to mark the first occurrence of the text in
each paragraph as an index entry.

Mark All button

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Insert an Index



Insert the index in the document after marking the entries.



Insert the index at the end of the document, on a new page.

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Insert an Index - continued

To insert an index:

1.

Click the REFERENCES tab.

2.

Click the Insert Index button in the Index group.


3.

Select the desired format in the Index dialog box.

4.

Click OK.
Insert Index button

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Insert an Index - continued

Index dialog box

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Insert an Index - continued



At the Index dialog box, you can customize the format of the index, specifying how the entries and subentries
will appear.



The Print Preview section shows how the index will display in the document.



In the Type section, the Indented option is the default, which means subentries appear indented below main
entries.



By default, Word inserts an index in two columns. You can increase or decrease the number of columns with
the Columns option.



If your document contains text in a language other than English, you can create an index using the other
language’s alphabet.

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Insert an Index - continued



Click the down-pointing arrow at the right side of
the Formats option box and a drop-down list of
formatting options displays.

Formats option box

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CHECKPOINT 1
1)

This
This may
may include
include the
the main

main idea
idea of
of aa document,
document, the
the main
main

3)

subject
subject of
of aa chapter,
chapter, and
and abbreviations.
abbreviations.

a.
b.
c.
d.

The
The Tab
Tab leader
leader option
option becomes
becomes available
available when
when this
this format

format
is
is selected.
selected.

a.
b.
c.
d.

works
works cited
cited page
page
bibliography
bibliography
cover
cover page
page
index
index

Answer

Modern
Modern
Fancy
Fancy
Formal
Formal

Simple
Simple

Next
Next Question
Question

2)

a.
b.
c.
d.

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Next
Next Question
Question

4)

The
The Mark
Mark Entry
Entry button
button is
is located
located on
on this

this tab.
tab.

Answer

In
In the
the Type
Type section
section of
of the
the Index
Index dialog
dialog box,
box, this
this option
option is
is

HOME
HOME

the
the default.
default.

INSERT
INSERT

Left

Left

a.
b.
c.
d.

REFERENCES
REFERENCES
REVIEW
REVIEW

Right
Right
Run-in
Run-in
Indented
Indented

Answer

Answer

Next
Next Question
Question

Next
Next Slide
Slide


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Mark Index Entry Options



The Options section of the Mark Index Entry dialog box provides additional options for marking text for an
index.



If you want to use more than a few words as a single index entry, consider identifying the text as a bookmark
and then marking the bookmark as an index entry.



This option is especially useful when the text for an entry spans a range of pages.

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Mark Index Entry Options - continued
To mark a bookmark as an index entry:

1.

Position the insertion point at the bookmark.

2.

Click the REFERENCES tab.

3.

Click the Mark Entry button in the Index group.

4.

Click the Page range option.

5.

Click the down-pointing arrow at the right of the Bookmark
option box and click the bookmark name.

6.

Click the Mark button.

Bookmark option box


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Mark Index Entry Options - continued



In some situations, you may want to mark for inclusion in an index text that refers readers to another entry.



For example, if you use the acronym MIS in a document to refer to Management Information Systems, you
can mark MIS as an index entry that refers readers to the entry for Management Information Systems.

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Mark Index Entry Options - continued
To mark an entry as a cross-reference:


1.

Select the text.

2.

Click the REFERENCES tab.

3.

Click the Mark Entry button in the Index group.

4.

Click the Cross-reference option.

5.

Type the cross-reference text.

6.

Click the Mark button.

Cross-reference option

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Create a Concordance File



Save words that appear frequently in a document as a concordance file. Doing this will spare you from
having to mark all of these words as entries or subentries in a document.



A concordance file is a Word document that contains a two-column table and no text outside the table.



In the first column of the table, you enter the words that you want to appear in the index. In the second
column, you enter the main entry and subentry (if there is one) that should appear for each word in the first
column.

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Create a Concordance File - continued

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Create a Concordance File - continued
To create a concordance file:

1.

Click the INSERT tab.

2.

Click the Table button in the Tables group.

3.

Drag to create a table.

4.

In the first column, type the words you want in the

Table button


index.

5.

In the second column, type the main entry and
subentry (separated by a colon).

6.

Save the document.

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Create a Concordance File - continued
To use a concordance file to mark text:

1.

Open the document containing the text you want
marked.

2.


Display the Index dialog box.

3.

Click the AutoMark button.

4.

At the Open Index AutoMark File dialog box,
AutoMark button

double-click the concordance file name.

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Create a Concordance File - continued



The AutoCorrect feature in Word will automatically capitalize the first letter of the first word entered within
each cell.




Before you begin, consider turning off this AutoCorrect capitalization feature.



To do this, click the FILE tab and then click Options. At the Word Options dialog box, click Proofing in the left
panel of the dialog box and then click the AutoCorrect Options button. At the AutoCorrect dialog box with
the AutoCorrect tab selected, click the Capitalize first letter of table cells check box to remove the check
mark. Click OK to close the dialog box and then click OK to close the Word Options dialog box.

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Update an Index

To update an index:

1.

Click in the index.

2.

Click the REFERENCES tab.

3.


Click the Update Index button in the Index group or press F9.

Update Index button

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