Resolution to: Appendix Heading Numbering only partially functional

P

Paul Brown

Hi Shauna, Suzanne and Margaret,

<< This is the resolution of post:
Appendix Heading Numbering only partially functional - bug list >>

A big thank you for the tips and advice that have eventually set me
right. This post is to document the procedure and some finer points
that I used to get my appendices to take-off.


I have eventually had to use Appendix numbering in anger. A report to
a client was to be passed on to the client's client, and they wanted
most of the original body moved into three appendices. Time to bite
the bullet and get it right.

I repeated the whole procedure that I had followed previously, but
made sure that I started the [Format [Style]] from heading 1, fixed
the numbering style that I was using and reset all the other numbering
style formats.

It did not work first time, and the strange thing was that the preview
pane in the style format box showed exactly what I wanted yet the end
result was not right.

I fiddled around with the
Heading 6
{Link Level to style = Heading 5}
{Link Level to style = Heading 6}
for levels 6-9,
and somehow it came right - I don't really know how.

Four important points I discovered along the way,

1. I had to alter the figure and table captions something like the
following

Table B–1: RS-03 Non Compliance Results
{STYLEREF 6 \s} {SEQ Table \* ARABIC \s 6}

2. I had some fixing of the font size and face when I copied the
master doc into the template, see the appendix dump below for that.

3. F9 did not update the headings but Ctrl_Q did - this surprised me.
So the golden rule is
^A ^Q
after all format changes.

4. I modified the table of contents to have two separate lists for the
main body and the appendices (I want them to look similar, not
appendices hierarchically inferior to the main body), then locked
these fields with ^F9 when they were the way I wanted them. That's OK
for me to do, I don't know that the other users in the company could
deal with this step - any ideas?



Here is proof that things were not correct in the early stages, and
this was with
Level 6 heading linked to level 6, 7-7, 8-8 and 9-9.

3. HEADING 1
3.1 HEADING 2
3.1.1 HEADING 3
3.1.1.1 HEADING 4
3.1.1.1.1 HEADING 5

APPENDIX A (HEADING 6 STYLE)
A.1 HEADING 7
A.1.1 HEADING 8
A.1.1.1 HEADING 9
APPENDIX B (HEADING 6 STYLE)
A.2 HEADING 7
A.2.1 HEADING 8
A.2.1.1 HEADING 9
APPENDIX C (HEADING 6 STYLE)
A.3 HEADING 7
A.3.1 HEADING 8
A.3.1.1 HEADING 9


Finally, here is the dump of my new instruction doc :


TABLE OF CONTENTS
A.1 DUMMY SECTION 2
A.2 CAVEATS AND WORKAROUNDS 2
A.2.1 TABLE OF CONTENTS FORMATTING 2
A.2.2 INCORRECT STARTING NUMBER IN SECTION HEADING 2
A.2.3 LOSS OF SECTION HEADING FORMAT 2
A.2.4 BUGS IN SECTION HEADING NUMBERING 2
APPENDIX B : SETTING UP APPENDIX SECTION NUMBERING 4
B.1 OVERVIEW 4
B.1.1 SECTION HEADING DETAILS 4
B.1.1.1 HEADING PARAGRAPH SPACING 4
B.2 HOW TO MODIFY SECTION HEADINGS 4
B.2.1 METHOD 4
B.2.1.1 SETTING HEADING CONTENT 4
B.2.1.2 SETTING HEADING FONT 6
B.2.1.3 HEADING PARAGRAPH SPACING 6
B.2.1.4 SAVING SECTION HEADING FONT /PARAGRAPH SPACING 6
B.2.1.5 FIXING A DAMAGED SECTION HEADING 7
APPENDIX C : REFERRING TO APPENDIX SECTION NUMBERS 8
C.1 DUMMY SECTION 8
C.2 OVERVIEW 8
C.2.1 DUMMY SECTION 8
C.2.2 REFERENCING AN APPENDIX SECTION 8
APPENDIX A : USABILITY ISSUES WITH APPENDIX SECTION NUMBERS
1. I had to alter the figure and table captions something like the
following

Table B–1: RS-03 Non Compliance Results
{STYLEREF 6 \s} {SEQ Table \* ARABIC \s 6}

2. I had some fixing of the font size and face when I copied the
master doc into the template, see below for this technique.

3. F9 did not update the headings but Ctrl_Q did - this surprised me.
So the golden rule is
^A ^Q
after all format changes.

4. I modified the table of contents to have two separate lists for the
main body and the appendices (I want them to look similar, not
appendices hierarchically inferior to the main body), then locked
these fields with ^F9 when they were the way I wanted them. That's OK
for me to do, I don't know that the other users in the company could
deal with this step.

A.1 DUMMY SECTION
This forces a subsequent section A.2 below.

A.2 CAVEATS AND WORKAROUNDS
A.2.1 TABLE OF CONTENTS FORMATTING
I copied the original field, changed the original to read
{TOC \O "1-5"}
and that for the appendices to be
{TOC \O "6-9"} .
I fixed the appendix TOC manually then locked the field with ^F9.

A.2.2 INCORRECT STARTING NUMBER IN SECTION HEADING
The following errors should not recur with the updated method.
Sometimes the starting number in a sub-section is not one, for example
common errors I got while writing this document were
B.1.1 was shown as A.1.3
B.2.1 was shown as A.1.3
C.2.1 was shown as A.1.3 .

The .3 can be fixed as follows :
Position cursor on the section heading
[Format [Numbering {Restart Numbering} ]]

A.2.3 LOSS OF SECTION HEADING FORMAT
After the correction in Sec. A.1.2 (above), the section heading
following this may lose all format and number. The only solution I
have for this is to copy the format of a previous heading using the
paintbrush tool.

A.2.4 BUGS IN SECTION HEADING NUMBERING
No bugs have been observed using the current scheme. The following
should not recur :
A.2.1 became A.1.1
B.1.1 became A.1.1
B.2.1 became A.1.1
C.2.1 became A.1.1

APPENDIX B : SETTING UP APPENDIX SECTION NUMBERING
Typographical note : IMPORTANT TEXT is type-set in bold and uppercase
font, to make it suitable for dissemination of this document both in
Word format and also in straight ASCII emails, &c.

B.1 OVERVIEW
This method works because it “hi-jacks” existing styles
Heading 6 to Heading 9. If you need these heading levels in your
document, you should shift this range down, however you will lose
range in the appendix headings.

Note, if you allocate headings 6-9 for appendix section numbering, you
can only have three levels of heading in an appendix (heading 6 is
used for the A, B, etc.), viz. up to A.1.1.1 .

B.1.1 SECTION HEADING DETAILS
These settings are based on the AMS document template, where normal
text is 10pt Arial, and section headings 1-5 are all Bold Arial,
starting at 13pt, and decreasing 1pt for each subheading level, to a
minimum of 10pt.

Heading Font
Heading 6 (A) = 13pt Bold Arial – Leading A,B,C is suppressed
Heading 7 (A.1) = 12pt Bold Arial
Heading 8 (A.1.1) = 11pt Bold Arial
Heading 9 (A.1.1.1) = 10pt Bold Arial

Heading Tab Stops
Heading 6 (A) = Tab stop and hanging indent 3½ cm
Heading 7 (A.1) = Tab stop and hanging indent 1 cm
Heading 8 (A.1.1) = Tab stop and hanging indent 1½ cm
Heading 9 (A.1.1.1) = Tab stop and hanging indent 2 cm

B.1.1.1 HEADING PARAGRAPH SPACING
Heading 6-9 all use the following
Space before paragraph mark = 6pt
Space after paragraph mark = 6pt


B.2 HOW TO MODIFY SECTION HEADINGS
B.2.1 METHOD
B.2.1.1 SETTING HEADING CONTENT
Position the cursor on header 1 line (insert one if necessary) then
follow the following sequence. It allows the section heading number
for levels 6-9 to be changed without leaving the Style Modification
menu.

For a really clean professional job, go through each of the pre-set
schemes on the "Outline Numbered” tab and click Reset. This will
flush out any nasties left over from previous unsuccessful efforts to
tame Word's numbering.

Note the strong similarity between headings 7-9. Heading 6 is
slightly different in that it has only one number component, and this
is hidden.

Heading 1
[Format [Style [Modify {Ensure Automatically Update = UNCHECKED}

[Format [Numbering
{ONLY SELECT THE TOP RIGHT LIST MARKED 1 1.1 1.1.1 [Customize

{Level = 6}
------------------------
{Number Format = Delete all - Go to end and backspace all of
them}
{Number Style = A}
<<Verify this inserts A into the Number Style field>>
[Font {Colour = Turquoise} [Hidden] ]
{Link Level to style = Heading 6}
[Apply Changes to {This point forward}]
[Follow number with {Nothing}]
[Number Position {Left}]
[Aligned at {0 cm}]
[Indent at {3.5cm}]

{Level = 7}
------------------------
{Number Style = Delete all - Go to end and backspace all of
them}

{Previous Level Number = Level 6}
<<Verify this inserts A into the Number Style field>>
<<Confirm Start At = 1 for this and all future operations>>
{Add . after A in Number Style field}

{Number Style = 1}
<<Verify Number Style field looks like A.1>>

{Link Level to style = Heading 7}
[Apply Changes to {This point forward}]
[Follow number with {Tab Character}]
[Number Position {Left}]
[Aligned at {0 cm}]
[Indent at {1 cm}]

{Level = 8}
------------------------
{Number Style = Delete all - Go to end and backspace all of
them}

{Previous Level Number = Level 6}
<<Verify this inserts A into the Number Style field>>
<<Confirm Start At = 1 for this and all future operations>>
{Add . after A in Number Style field}

{Previous Level Number = Level 7}
<<Verify Number Style field looks like A.1>>
{Add . after 1 in Number Style field}

{Number Style = 1}
<<Verify Number Style field looks like A.1.1>>

{Link Level to style = Heading 8}
[Apply Changes to {This point forward}]
[Follow number with {Tab Character}]
[Number Position {Left}]
[Aligned at {0 cm}]
[Indent at {1.5 cm}]


{Level = 9}
------------------------
{Number Style = Delete all - Go to end and backspace all of
them}

{Previous Level Number = Level 6}
<<Verify this inserts A into the Number Style field>>
<<Confirm Start At = 1 for this and all future operations>>
{Add . after A in Number Style field}

{Previous Level Number = Level 7}
<<Verify Number Style field looks like A.1>>
{Add . after 1 in Number Style field}

{Number Style = 1}
<<Verify Number Style field looks like A.1.1.1>>

{Link Level to style = Heading 9}
[Apply Changes to {This point forward}]
[Follow number with {Tab Character}]
[Number Position {Left}]
[Aligned at {0 cm}]
[Indent at {2.5 cm}] ]]]]]]

B.2.1.2 SETTING HEADING FONT
Select the first instance of Heading 6 – 9 in the left margin.
Using either [Format [Font]] or the Formatting Toolbar ensure the
following are set
Heading 6 (A) = 13pt Bold Arial – Leading A,B,C is suppressed
Heading 7 (A.1) = 12pt Bold Arial
Heading 8 (A.1.1) = 11pt Bold Arial
Heading 9 (A.1.1.1) = 10pt Bold Arial
Each heading’s settings can be completed before proceeding to
the next, by performing all the steps for this heading level in Sec.
A.1.1.3, Sec. A.1.1.4 and Sec. A.1.1.5.

B.2.1.3 HEADING PARAGRAPH SPACING
For Heading levels 6 – 9 selected in the left margin, repeat
step 2.
Set the paragraph space before and space after as follows
[Format [Paragraph {Before = 6} {After = 6} ]] .
Each heading’s settings can be completed before proceeding to
the next, by performing all the steps for this heading level in Sec.
A.1.1.4 and Sec. A.1.1.5.

B.2.1.4 SAVING SECTION HEADING FONT /PARAGRAPH SPACING
Select the FIRST heading level 6 line in the left margin.
Type Ctrl B to toggle the bold state of the heading (bold will be
off).
Type Ctrl B to toggle the bold state of the heading (bold will be ON).
Reselect Heading 6 in the style box, to the left of the font style and
font size
boxes (Formatting Toolbar) (? Which [Formatting] menu option accesses
this ?).
Check {Update the style to reflect recent changes}

Repeat for heading levels 7-9.

B.2.1.5 FIXING A DAMAGED SECTION HEADING
Sometimes a heading format is altered. There are two methods to
correct this :
Try re-selecting the heading type. If the widget containing the
prompt to “Update the style to reflect recent changes”
appears, ONLY ATTEMPT TO {REAPPLY STYLE FORMATTING}, under no
circumstances update the style.
A safer method to correct an incorrect heading style is to copy the
format from one of the previous headings using the paintbrush tool.
APPENDIX C : REFERRING TO APPENDIX SECTION NUMBERS
C.1 DUMMY SECTION
This section is introduced to force a C.2 below.

C.2 OVERVIEW
C.2.1 DUMMY SECTION
This section is introduced to force a C.2.2 below.

C.2.2 REFERENCING AN APPENDIX SECTION
There is nothing different in the method to refer to say Sec. C.2.1 ,
the normal method of

[Insert [Reference {Reference Type = Heading}
{Insert Reference To = Heading Number (no context)} ]]
works.
 
M

Margaret Aldis

Paul Brown said:
Hi Shauna, Suzanne and Margaret,

<< This is the resolution of post:
Appendix Heading Numbering only partially functional - bug list >>

A big thank you for the tips and advice that have eventually set me
right. This post is to document the procedure and some finer points
that I used to get my appendices to take-off.

Thanks for posting the feedback - a couple of additional ideas from me:
3. F9 did not update the headings but Ctrl_Q did - this surprised me.
So the golden rule is
^A ^Q
after all format changes.

F9 updates fields, but paragraph numbering automatically updates. However,
if you make a change to a style it will only update where that setting has
not been overridden by direct formatting. Only too often, numbered
paragraphs get direct numbering (looking superficially similar) over the top
of their style numbering - this might well be why some of your style set up
appeared not to be 'taking' at first. (Ctrl-Q removes direct para
formatting, including direct numbering).
4. I modified the table of contents to have two separate lists for the
main body and the appendices (I want them to look similar, not
appendices hierarchically inferior to the main body), then locked
these fields with ^F9 when they were the way I wanted them. That's OK
for me to do, I don't know that the other users in the company could
deal with this step - any ideas?

You shouldn't need to do lock the field. You can either modify the TOC 6,
TOC 7 etc. styles to look like TOC 1, TOC 2 ..., or you can even map both
Heading 1 and Heading 6 to the same TOC level. (Beware on this last though -
you can end up fighting tab positions and it's often better to use extra TOC
styles at each level to work around that.)
 

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