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Chapter Numbers in Indexes and TOAs

Please Note: This article is written for users of the following Microsoft Word versions: 97, 2000, 2002, and 2003. If you are using a later version (Word 2007 or later), this tip may not work for you. For a version of this tip written specifically for later versions of Word, click here: Chapter Numbers in Indexes and TOAs.

Pam wrote about a problem she was having with getting chapter-number prefixes to appear in her index and table of authorities. She could get the chapter number to appear in the table of contents, but not the other two elements.

Word is capable of using either of two general formats for page numbering: It can use either a number by itself, or it can use a combination of a prefix followed by a number. However, it can use only one page format in a given file. You set the format you want to use for a document by choosing Page Numbers from the Insert menu, and then clicking on the Format button. Word displays the Page Number Format dialog box. (See Figure 1.)

Figure 1. The Page Number Format dialog box.

In the Page Number Format dialog box, you can specify if Word is to include the chapter number with page numbers it generates.

In order for chapter-number prefixes to work, the prefix must be a numbering format selected for one of the built in heading styles that come with Word. This means that in order to include this prefix, your chapter heading style must be numbered. This would result in all chapters starting with a number, which is generally not the way chapters start. To prevent this, the number that Word adds to the chapter heading must be formatted as hidden.

The general steps then will be to first use a Heading style for your chapter name and number. Then, number the chapter headings using hidden text, pick a page format that will use heading numbers, and then create your Indices, Table of Contents, Table of Authorities, etc. The steps are:

  1. Format your chapter headings as, say, Heading 1. If you have one chapter per document, then you will need to do this (and all these steps) in each document.
  2. Place the insertion point in the heading and choose Bullets and Numbering from the Format menu. Word displays the Bullets and Numbering dialog box.
  3. Make sure the Outline Numbered tab is displayed, then click on a heading style box in the last row that says "I Heading 1".
  4. Click on the Customize button. Word displays the Customize Outline Numbered List dialog box. (See Figure 2.)
  5. Figure 2. The Customize Outline Numbered List dialog box.

  6. Use the Number Style drop-down list to choose the 1,2,3,... number format.
  7. Change the Start At value to be the same as the chapter number. For instance, if you are working on the document for Chapter 5, then change the Start At value to 5.
  8. Click the Font button. Word displays the Font dialog box. (See Figure 3.) Notice that in the Formats area of the dialog box that all the controls are grayed out.
  9. Figure 3. The Font dialog box.

  10. Make sure the Hidden check box is selected (it has a bold check mark in it), then click on OK. The Font dialog box closes.
  11. In the Customize Outline Numbered List dialog box, make sure that Number Position is set to Left, and both the Aligned At and Indent values are set to zero.
  12. Click the More button. Word displays an expanded Customize Outline Numbered List dialog box.
  13. Make sure the Link Level to Style drop-down list is set to Heading 1, and change the Follow Number With drop-down list to Nothing.
  14. Close all the open dialog boxes.
  15. Choose Page Numbers from the Insert menu. Word displays the Page Numbers dialog box.
  16. Click the Format button. Word displays the Page Number Format dialog box.
  17. Make sure the Include Chapter Number check box is selected.
  18. Click on OK to dismiss the Page Number Format dialog box.
  19. Click on Close to dismiss the Page Numbers dialog box. (Do not click on OK, since you don't want to really insert page numbers.)

When you create your index or other special tables, the page numbers will show with the chapter-number prefixes in place. Because each chapter is a separate file, you must do this for each chapter, making sure to pick the appropriate start-at number in step 6.

WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (1588) applies to Microsoft Word 97, 2000, 2002, and 2003. You can find a version of this tip for the ribbon interface of Word (Word 2007 and later) here: Chapter Numbers in Indexes and TOAs.

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Comments for this tip:

Roger Malton    20 Oct 2012, 14:01
Very useful for what I'm attempting - in this case an index for a series of magazines. However, is there any way I can use just the section numbers and not the page numbers in an index?

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