The Index: Mark Entries Dialog

 

When you click Tools, Page Indexes, Marking Options, you are presented with the Index: Mark Entries dialog. This dialog provides several options for (1) manually marking terms in the document for inclusion in the index, (2) creating files that mark words for the index automatically, (3) limiting the scope of the index by excluding terms in particular regions of the document, and (4) adding/editing categories of terms to be indexed.

 

Active Index

The first step is to select the Active Index, that is, the index definition, or set of formatting elements that you will be using.  Unless you have set up a customized index definition, the active index will be General Index.  The next step is to choose the method by which you will be marking terms for inclusion in the index.  There are two primary methods for doing this: (1) you can mark terms individually or (2) you can have NB automatically create a file of terms in your document that will be included (you can then edit this "Auto-mark file" so that only the terms you select are included).  

 

Marking Entries Manually

If you want to mark individual terms to include in the index, you have two options:

You can mark just the term your cursor is on by selecting Mark Current Word (Exactly as Found in File).  You can also do this by pressing Alt+F8 when your cursor is on the word. See Getting Started: Basic Marking.
You can open a new dialog (Index: Mark) to mark the entire file. To mark the entire file using the Index: Mark dialog, select "Mark File (Including Terms Not Found in File)" [from here you can choose either the standard or enhanced view, but you can also switch between views after the selection is made and the Index: Mark dialog is open  The following information applies to options available in the Enhanced view mode].  Click OK. (You can also access this dialog by pressing Ctrl+Alt+F8).  See Marking Using the Index: Mark Toolbar

 

Marking Entries Automatically

If you want NB to automatically create a list of terms from your document to be included in the index, you must create an Auto-Mark file. To do so, select Create Auto-Mark File in the Index: Mark Entries dialog.  A default filename and location will be displayed, or you can edit the default file name and location yourself. Click OK. A file containing the list of terms to index and the number of times they appear in the document will be opened in a new window. Once the Auto-Mark file is created, you can use the Index: Mark Entries dialog to Edit the Auto-Mark File or selecting a different Auto-Mark file. See Marking Using Auto-Mark Files

 

Excluding Regions

In most cases, only the main body of a manuscript, and not the front- and backmatter, are included in the index.  You can choose to further limit the scope of the index by specifying portions of your document to be excluded.

 

To mark the regions to be excluded from the index, select Exclude Regions/Text from Index in the Index: Mark Entries dialog.

 

From the dropdown list select the desired option:

Mark Beginning of Region(s) to Include in Index: Text before this will be excluded
Mark End of Region(s) to Include in Index: Text after this will be excluded. If you select one of these options from the dropdown, a code will be inserted in the document that tells NB to mark any words following that code.  A code inserted at the end of the region will tell NB not to mark words following that code start marking words again.
View Existing Beginning/Ending Markers: You can search the document for the beginning or ending codes by selecting this option and using the Index Regions toolbar to navigate through the document.  You can search backwards or forwards, switch the status of existing mark, or delete the existing mark.
Exclude Next Word From Index (Even if Using Auto-Mark File): Marks the next word in the document for exclusion.  This is useful if the word is included in an auto-mark file, but you don't want that particular reference to be indexed.

 

Adding Categories  

The Index: Mark Entries dialog also allows you to customize categories to specify index entries. To add a new category, select Add Categories Used To Specify Specific Entries, and click OK.  In the Index: Entry Categories dialog, first select the Main Index Category (Persons, Places, or Topics) to which you will be adding a new category.  Within each main index category, the default categories will be listed.  You can edit these default category descriptions and codes (see Index Markers in Codes View for information on codes) or add new ones.  When you are satisfied with the new index category, click OK.  The new category will appear in the Heading Subcategory dropdown in the Index: Mark toolbar.(See Index Marking Overview for a definition of Heading Categories and Using the Index: Mark Toolbar: Marking a file for more information about using categories.)

 

 

See also:

Index Marking Overview

Index: Mark Toolbar