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MS Office Forum / Word / Long Documents / July 2004

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Headings & Outline Styles Share Numbering Scheme

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Mark Jerde - 08 Jul 2004 19:05 GMT
Word 2003.  I'm trying to number a document like this:

=============================
          Table of Contents
1.  Introduction.................1
2.  Objective.....................4
3.  Scope..........................5
4.  Terminology.................6
  4.1  Definitions...............6
  4.2  Abbreviations.........7

-----------
1.  Introduction

1.1  This document blah blah blah blah blah blah blah blah blah blah blah
blah blah blah blah blah blah blah blah blah blah

1.2  Further, this document blah blah blah blah blah blah blah blah blah
blah blah blah blah blah blah blah blah blah blah blah blah

1.3  Blah blah blah blah blah blah blah blah blah blah blah blah blah blah
blah blah blah blah blah blah blah
-----------
2.  Objective

2.1 The objective is blah blah blah blah blah blah blah blah blah blah blah
blah blah blah blah blah blah blah blah blah blah

2.2  Blah blah blah blah blah blah blah blah blah blah blah blah blah blah
blah blah blah blah blah blah blah blah
-----------
3.  Scope

3.1  The scope is blah blah blah blah blah blah blah blah blah blah blah
blah blah blah blah blah blah blah blah blah blah blah

3.2  Blah blah blah blah blah blah blah blah blah blah blah blah blah blah
blah blah blah blah blah blah blah blah
-----------
4.  Terminology
4.1 Definitions
4.1.1 Dead Meat:   blah blah blah blah blah blah blah blah blah blah blah
blah blah blah blah blah blah blah blah blah blah
4.1.2 Red Meat:  blah blah blah blah blah blah blah blah blah blah blah blah
blah blah blah blah blah blah blah blah blah

4.2  Abbreviations
4.2.1 AF:  About Face
4.2.2 DM:  Dead Meat
4.2.3 RM:  Red Meat
-----------
=============================

I want a single outline numbering scheme which is used by both the Heading
and Outline styles.  I had this working for Outline 4 but when I closed and
reopened the document these paragraphs

6.1.3.1  The standard specifies ...
6.1.3.2  The service provider ...

were renumbered to

1.1.1.7  The standard specifies ...
1.1.1.8  The service provider...

Thanks!

  -- Mark
garfield-n-odie - 08 Jul 2004 21:53 GMT
Hi, Mark.  Visit Word MVP Shauna Kelly's site at
http://www.shaunakelly.com/word/.  If you follow her instructions for
creating numbered headings/outlines under "Numbering, Bullets, Headings,
Outlines", you'll have a bulletproof numbering scheme.

> Word 2003.  I'm trying to number a document like this:
>
[quoted text clipped - 64 lines]
>
>    -- Mark
Robert M. Franz - 08 Jul 2004 21:56 GMT
Hi Mark

[..]
> I want a single outline numbering scheme which is used by both the Heading
> and Outline styles.  I had this working for Outline 4 but when I closed and
[quoted text clipped - 7 lines]
> 1.1.1.7  The standard specifies ...
> 1.1.1.8  The service provider...

See:

[1] Word's numbering explained (by John McGhie)
http://word.mvps.org/FAQs/Numbering/WordsNumberingExplained.htm
[2] How to do it in VBA (by Dave Rado)
http://word.mvps.org/FAQs/Numbering/CureListNumbering.htm
[3] How to do it manually (by Shauna Kelly)
http://www.ShaunaKelly.com/word/numbering/OutlineNumbering.html

Start off with [3] and if you need to know more, then go to [1].

Greetinx
.bob
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Mark Jerde - 08 Jul 2004 23:12 GMT
Robert & garfield-n-odie -- Thanks for the replies.

I set up headings per Shauna's instruction.  Then I set up a set of 9 styles
to apply to the paragraphs.  Unfortunately, Word 2003 does not allow the
same "ListNum field list name" to be used for both sets of styles so the
paragraph numbers have no relationship to the heading numbers.  I printed &
looked at the FAQ's "Word's Numbering Explained" but I didn't see anything
super-helpful on first read.

VBA is out because the document is going to be edited by a lot of people.

Is it even possible to set up two sets of styles that share the same
numbering sequence?

Thanks.

  -- Mark

> Hi Mark
>
[quoted text clipped - 24 lines]
> Greetinx
> .bob
Suzanne S. Barnhill - 08 Jul 2004 23:36 GMT
I think you're confused. You apply numbering to the heading styles, and then
you use them for the outline. Outline entries don't have to be headings to
use heading styles.

Signature

Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

> Robert & garfield-n-odie -- Thanks for the replies.
>
[quoted text clipped - 42 lines]
> > Greetinx
> > .bob
Mark Jerde - 12 Jul 2004 13:15 GMT
> I think you're confused.

It's not the first time...   ;-)

> You apply numbering to the heading styles,
> and then you use them for the outline. Outline entries don't have to
> be headings to use heading styles.

Background:  I inherited a 129-page document, edited it down to 111 pages,
then inserted about 40 more pages.  The original document is extensively
numbered and cross referenced:

---------------------------------
7.2 Variables

7.2.1 The names of variables in the assertion language shall
consist of strings of ISO/IEC 10646-1 characters that match
the "NCName" production in W3C XML Namespaces.

7.2.2 Variables whose name begins with a LOW LINE
character ("_") are global variables.  Any other variables are
local variables.

7.2.3 Global variables shall have a lifetime that extends over
the processing of an entire assertion.  They may be created
within any activity (see 8.6.2.3, 8.7.2.3, 8.12.2.5.1, 8.15.2.9
[....if there are further ways of creating global variables,
references to the relevant subclauses should be added there])
but shall be associated with the entire assertion and shall not
be destroyed until the assertion terminates.  Global variables
may also be created as input parameters of assertions (see 8.3.2.4).
---------------------------------

Unfortunately all the numbering is by hand!!  There are no number fields in
the original document.  There were (of course) numbering errors in the
original, and now that whole sections have been deleted the numbering is
pure fiction.

Numbered headings exist from 1 to at least 3 levels, e.g., "5  Terminology"
to "8.23.2  Semantics"

Numbered paragraphs exist from 2 to at least 4 levels, e.g.,
  "1.8 Any organization contemplating the use of test methods
   defined in this Standard should carefully consider ..."
to
  "8.10.2.4 The names of all local variables of an activity
   (including the input and output parameters ..."

The goal:  To have a set of heading styles and paragraph styles which use
the same numbering scheme.  I tried two things.

1.  I created a style called "MyPara 4" based on "Heading 4".  This worked
great -- there was much joy and dancing -- until I closed and reopened the
document.  Then this happened:
>>>> 6.1.3.1  The standard specifies ...
>>>> 6.1.3.2  The service provider ...
[quoted text clipped - 3 lines]
>>>> 1.1.1.7  The standard specifies ...
>>>> 1.1.1.8  The service provider...

2.  I set up heading numbering per Shauna's web site.  I gave the ListNum
field list the name "MyListNum".  Then I tried to have "MyNewPara 1",
"MyNewPara 2", ... "MyNewPara 9" use the same "MyListNum" but Word 2003
doesn't allow that.  :-(

What I would like to do is apply "Heading 2" and "MyNewPara 3" to the sample
yielding the below (supposing it is now section 5).

---------------------------------
5.2  7.2 Variables

5.2.1  7.2.1 The names of variables in the assertion language shall
consist of strings of ISO/IEC 10646-1 characters that match
the "NCName" production in W3C XML Namespaces.

5.2.2  7.2.2 Variables whose name begins with a LOW LINE
character ("_") are global variables.  Any other variables are
local variables.

5.2.3  7.2.3 Global variables shall have a lifetime that extends over
the processing of an entire assertion.  They may be created
within any activity (see 8.6.2.3, 8.7.2.3, 8.12.2.5.1, 8.15.2.9
[....if there are further ways of creating global variables,
references to the relevant subclauses should be added there])
but shall be associated with the entire assertion and shall not
be destroyed until the assertion terminates.  Global variables
may also be created as input parameters of assertions (see 8.3.2.4).
---------------------------------

I'll leave all the old numbers in the text until the cross references are
fixed, then I'll delete them.

Is it possible to do this, or should I just give up and make a header for
each paragraph that is now numbered?

Thanks.

  -- Mark

>> Robert & garfield-n-odie -- Thanks for the replies.
>>
[quoted text clipped - 43 lines]
>>> Greetinx
>>> .bob
Suzanne S. Barnhill - 12 Jul 2004 16:00 GMT
I still believe that you can use outline numbering for all the paragraphs.
Note that the numbered paragraphs don't have to be headings just because
they use a heading style. Alternatively, you don't have to use heading
styles; you can use the List Number series instead. Or you can mix and
match. As long as they're all part of a single outline-numbered list, they
will maintain the correct hierarchy and restart numbering as needed. And you
can modify the styles to look any way you need them to.

Signature

Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

> > I think you're confused.
>
[quoted text clipped - 144 lines]
> >>> Greetinx
> >>> .bob
Mark Jerde - 12 Jul 2004 16:37 GMT
Suzanne -- Ok, I'll give it a try.

Does it matter that there are quite a few bullet and numbered lists in the
document?    If that is a problem I may be able to add them to the
heirarchy.

Thanks.

  -- Mark

> I still believe that you can use outline numbering for all the
> paragraphs. Note that the numbered paragraphs don't have to be
[quoted text clipped - 153 lines]
>>>>> Greetinx
>>>>> .bob
Suzanne S. Barnhill - 12 Jul 2004 17:58 GMT
Bulleted lists don't necessarily have to be added to the outline because
their "numbering" is not an issue. Ordinary numbered lists could be included
if they will always be at a certain level, just so you can set them to
restart numbering after the higher level (they do not need to include any of
the numbering from the higher level). Otherwise you'll have to restart them
manually, but that may be necessary if they don't occur at a predictable
level. Keep in mind, too, that if the numbering is fixed (won't be
changing), it's sometimes easier to number such lists manually (using plain
text, not autonumbering), though that makes cross-references trickier.

Signature

Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
Word MVP FAQ site: http://word.mvps.org
Email cannot be acknowledged; please post all follow-ups to the newsgroup so
all may benefit.

> Suzanne -- Ok, I'll give it a try.
>
[quoted text clipped - 163 lines]
> >>>>> Greetinx
> >>>>> .bob
Chad DeMeyer - 09 Jul 2004 00:07 GMT
If I understand correctly, you want to use 1 set of styles for Headings (the
built-in Heading styles) and another set of styles for paragraphs that come
under these headings?

We have a need to do that in some of our templates where I work (e.g.,
specifications).  Two different sets of styles are needed because we need
the paragraphs to number in the same outline as the headings, but not come
into the contents or have the formatting of the heading styles applied
(e.g., bold, keep with next).

I was able to set this up in those templates by basing each style in the
second set on the Heading style at the same level, then modifying that style
to format more like body text.  That is, "Numbered Paragraph 2" is based on
"Heading 2", "Numbered Paragraph 3" is based on "Heading 3", etc.

This approach has mostly worked on a project with hundreds of employees who
use these templates.  It isn't totally bulletproof - users can break it.  I
haven't tested this in later versions of Word, but when the template was
originally created in Word 97, I found that if the users accidentally caused
the numbered paragraph styles to no longer number, in order to fix it I had
to delete and re-create the style.

Hope this helps.

Regards,
cjd

> Robert & garfield-n-odie -- Thanks for the replies.
>
[quoted text clipped - 42 lines]
> > Greetinx
> > .bob
Mark Jerde - 12 Jul 2004 13:17 GMT
Chad -- Comments inline.

> If I understand correctly, you want to use 1 set of styles for
> Headings (the built-in Heading styles) and another set of styles for
[quoted text clipped - 11 lines]
> Paragraph 2" is based on "Heading 2", "Numbered Paragraph 3" is based
> on "Heading 3", etc.

This was the first thing I tried, but when I closed and reopened the
document this happened:
>>>> 6.1.3.1  The standard specifies ...
>>>> 6.1.3.2  The service provider ...
[quoted text clipped - 3 lines]
>>>> 1.1.1.7  The standard specifies ...
>>>> 1.1.1.8  The service provider...

Are you using Word 2003, and if so does your method work?

Thanks.

  -- Mark

> This approach has mostly worked on a project with hundreds of
> employees who use these templates.  It isn't totally bulletproof -
[quoted text clipped - 56 lines]
>>> Greetinx
>>> .bob
Chad DeMeyer - 27 Jul 2004 16:16 GMT
Mark,

I am still on Word 2000, so it is possible you are experiencing a problem
unique to 2003, or 2002 and above.  However, I remember experiencing a
similar problem in Word 97.  I found two fixes that worked in different
cases.
Fix 1: put your cursor in one of the paragraphs that isn't numbering
correctly.  Go to Format>Bullets and Numbering.  Click OK without taking any
action.  Sometimes this will force Word to recompute and fix its numbering.
Fix 2: sometimes I found I had to reapply the Heading styles to the Heading
paragraphs that preceded the problem numbering.  This was a one-time fix -
once it was done it stayed fixed.

Hope that helps.
Regards,
Chad

> Chad -- Comments inline.
>
[quoted text clipped - 90 lines]
> >>> Greetinx
> >>> .bob
Mark Jerde - 14 Jul 2004 02:59 GMT
Thanks everyone!  It took some doing but I got the outline numbering to
work.  The headings and paragraphs are in sync.  I ended up with "_MyHead"
1-3 and "_MyPara" 2-5

If this is of general interest I'd be willing to put together something for
posting on a web site somewhere.

  -- Mark

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