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Using MS Word to set
up:
•Pagination (page
numbers)
•Table of Contents
•Table of Authorities
Go to the Library Portal Page and
copy onto your desktop this
document if you have not already:
1MSWord.PgsTocToA.docx
Open the document.
Observe - 4 things have been done already to
make things easier:
1. No hard page breaks and no section
breaks are included.
2. No styles applied yet.
3. All first-level headings were typed
in capital letters.
4. Special styles created already.
First goal: Insert Next Page section breaks
just before any new page headings.
Note: If you place your cursor before a paragraph
symbol, the paragraph space will be moved to the
next page. Deleting these paragraph symbols can
often cause problems once your footers are set, so
avoiding the situation all together is wise.
The final “next-page section
break” to be inserted should be
just before the heading that will
start the main body of text.
AT THIS TIME:
Make sure top-of-page headers really are at
the top of their pages.
They should
look like this:
Note there is NO
paragraph icon
before T in Table
Setting up the Footer & page numbers.
Double-click somewhere on the Cover page in
the Footer area.
It’s easiest to choose
Blank (Three columns)
as it will give you a
place for your centered
page number and, if
you need it, a place to
enter your Exam ID and
course section ID.
The Footer is going to pop up.
It’s going to have “Type here” across the
the bottom in three locations.
Delete
Type in
Exam ID #
To set up
the
page # . . .
Highlight the text in
the Footer where you
want the page
number.
Click on Page # to
insert basic page
numbers.
You’ve now set up
your basic page
number set up in the
footer.
For the cover page,
however, we don’t
want a footer, so
click Different First
Page. We want the
“Type” fields in the
footer to disappear.
Close the Footer.
We now have the location for the page
numbers and ID information set, but
we to go into the next sections to format:
1. Consecutive small Roman numerals for
introductory material.
2. Consecutive Arabic numbers for main
body.
Go to “TABLE OF CONTENTS” heading, and
place the cursor in that heading (or
anywhere before the section break for that
section.
On INSERT ribbon
1. Page Number
2. Format Page #
1. Choose the
small Roman
numerals.
2. Start at i.
3. Click OK.
Now place the cursor
somewhere in the middle
of “Table of Authorities”
and repeat the formatting
of the page number.
For the Table of
Authorities page -- and
any other sections of
introductory material,
do NOT start at “i”. . .
You want to choose
“Continue from
previous section” and
hit OK.
After using the INSERT >
Page number > Format
Page number process for
introductory materials, one
would do the same process
for the main body of a
document in Word.
For such pages you
would choose Arabic
numbers and choose
what number is used
to start and hit OK.
However, we don’t
really need to do this
because of the process
we’ve used; it’s
already set up.
Tip: Avoid inserting other material later.
If you do need to do so, however?
Remove from the text to be inserted all section
breaks and footer formatting, so you aren’t
inserting conflicting formats into the document.
Theoretically these won’t necessarily carry over
but better safe than sorry.
Trick: If you need more than one page without a
footer and you cannot figure out how to do it ….
1. Select text of footer section that you don’t
want showing and change font color to white.
2. Check next section to see if it is also white.
3. If it is, click the “Link to Previous” option in
the ribbon and make the font black.
With this process we have
completed setting up our page
numbers.
Now we want to set up our
Table of Contents so it will
generate automatically.
To set up the Table of Contents,
we need to apply “styles” to the
parts of the document we want
to appear in the Table of
Contents – e.g., headers.
Return to the HOME tab and look at
the “Styles” box and the types of
Styles that appear there.
For this exercise, note the specially
modified and created styles . . .
modifiedcreated
For the purposes of this
exercise: Select all the text for
headings beginning with “Table
of Contents” and apply to them
the Heading 1 style.
Tip 1 : You can select the whole header
line by placing your cursor off to the left
edge and clicking. Then click on
Heading 1 in the Styles box to apply it.
Tip 2: Repeat the selection process and press
F4 key to repeat the last action.
All the headings have now been coded
to be entered automatically in the
Table of Contents.
But we also have some argument points
and subpoints to be included.
Look for points highlighted in green . . .
Note that this starts with a Roman numeral,
so apply the style “Argument Rom pt.”
Other points start with a letter, so . . .
Apply the style “Argument Lttr pt.”
There are 3 Roman numeral Argument points and
2 letter sub-points to which we should have
styles applied.
When that is completed, we are ready to
generate the Table of Contents.
1. Place your cursor
where you want the
table to generate.
2. Select the Insert
“Index and Tables”.
3. Select Table of
Contents and Manual
Table of Contents from
the drop down menu.
When the formatting box appears, make sure
page number location and tab leaders are
set.
Hit Options to include and set up the special
styles that are needed in the TOC.
Insert 3 by the “letter” subpoint style and 2
by the Roman numeral point so that the
points start at those heading indents.
After hitting OK twice to get through the
dialog boxes, we are going to see the Table of
Contents is generated.
At this point we want to go through and check
the formatting on the Table and make
adjustments –
e.g. via the Home tab > Font area, we can get
rid of the green highlighting.
To underscore the Argument letter
subpoints:
1. Select the characters to be
underlined
2. Click the underline icon OR
Press Ctrl U
After getting the characters
set up, there may be some
needed adjustments to the
spacing between the
paragraphs breaks.
To make those adjustments:
On the Home tab, go to the
paragraph settings arrow
(lower right corner).
SETTING UP THE TABLE OF AUTHORITIES
1. Search document for citations and select each
one.
2. With Insert tab, click on Index & Tables.
3. In the Dialogue box under Table of Authorities,
A. Click on “mark citation.”
B. Edit the citation to appear correctly for the
ToA. This is done in the top box.
C. Designate type of citation. Drop down.
D. Type in a short search citation term.
EDIT THE CITATION FOR TABLE HERE
If you need to access a font
adjustment, right click on text.
Dialog box after marking a citation:
Two options:
You can choose to CLOSE
the box and just do a visual
search on your own.
Or . . .
Hit Next Citation to see
what MSWord finds. Just be
aware it can miss things!
So, in this document MSWord found the v. in a new
case title. This means we need to Close the Mark
Citation box, select the text of that case and, again,
choose Mark Citation.
For repeated
sources, or id.
citations, click
on the
appropriate
short citation,
then click
“Mark.”
Once you’ve found all your citations,
editing them and categorizing them for
your Table of Authorities:
Go to the Table of Authorities page.
Place your cursor where you want the
table to generate.
Where to Insert or update
the ToA
Decide: unclick passim . . .?
You may want to check on the
styles of the category labels –
to do that click Modify
If everything is fine, click OK and the Table will
generate . . .
Now: Do any categories out of order? If a
citation is incorrectly categorized, you will
need to search the document for it and change
the ToA field code.
For this exercise “Select All” on the Home tab
and get rid of all highlighting & make sure
everything is in a black font.
Update the page numbers on your Table of
Contents.

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Creating a TOC and a TOA - Mac Edition

  • 1. Using MS Word to set up: •Pagination (page numbers) •Table of Contents •Table of Authorities
  • 2. Go to the Library Portal Page and copy onto your desktop this document if you have not already: 1MSWord.PgsTocToA.docx
  • 3. Open the document. Observe - 4 things have been done already to make things easier: 1. No hard page breaks and no section breaks are included. 2. No styles applied yet. 3. All first-level headings were typed in capital letters. 4. Special styles created already.
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  • 5. First goal: Insert Next Page section breaks just before any new page headings. Note: If you place your cursor before a paragraph symbol, the paragraph space will be moved to the next page. Deleting these paragraph symbols can often cause problems once your footers are set, so avoiding the situation all together is wise.
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  • 10. The final “next-page section break” to be inserted should be just before the heading that will start the main body of text.
  • 11. AT THIS TIME: Make sure top-of-page headers really are at the top of their pages. They should look like this: Note there is NO paragraph icon before T in Table
  • 12. Setting up the Footer & page numbers. Double-click somewhere on the Cover page in the Footer area.
  • 13. It’s easiest to choose Blank (Three columns) as it will give you a place for your centered page number and, if you need it, a place to enter your Exam ID and course section ID.
  • 14. The Footer is going to pop up. It’s going to have “Type here” across the the bottom in three locations. Delete Type in Exam ID # To set up the page # . . .
  • 15. Highlight the text in the Footer where you want the page number. Click on Page # to insert basic page numbers. You’ve now set up your basic page number set up in the footer.
  • 16. For the cover page, however, we don’t want a footer, so click Different First Page. We want the “Type” fields in the footer to disappear. Close the Footer.
  • 17. We now have the location for the page numbers and ID information set, but we to go into the next sections to format: 1. Consecutive small Roman numerals for introductory material. 2. Consecutive Arabic numbers for main body.
  • 18. Go to “TABLE OF CONTENTS” heading, and place the cursor in that heading (or anywhere before the section break for that section. On INSERT ribbon 1. Page Number 2. Format Page #
  • 19. 1. Choose the small Roman numerals. 2. Start at i. 3. Click OK.
  • 20. Now place the cursor somewhere in the middle of “Table of Authorities” and repeat the formatting of the page number.
  • 21. For the Table of Authorities page -- and any other sections of introductory material, do NOT start at “i”. . . You want to choose “Continue from previous section” and hit OK.
  • 22. After using the INSERT > Page number > Format Page number process for introductory materials, one would do the same process for the main body of a document in Word.
  • 23. For such pages you would choose Arabic numbers and choose what number is used to start and hit OK. However, we don’t really need to do this because of the process we’ve used; it’s already set up.
  • 24. Tip: Avoid inserting other material later. If you do need to do so, however? Remove from the text to be inserted all section breaks and footer formatting, so you aren’t inserting conflicting formats into the document. Theoretically these won’t necessarily carry over but better safe than sorry.
  • 25. Trick: If you need more than one page without a footer and you cannot figure out how to do it …. 1. Select text of footer section that you don’t want showing and change font color to white. 2. Check next section to see if it is also white. 3. If it is, click the “Link to Previous” option in the ribbon and make the font black.
  • 26. With this process we have completed setting up our page numbers. Now we want to set up our Table of Contents so it will generate automatically.
  • 27. To set up the Table of Contents, we need to apply “styles” to the parts of the document we want to appear in the Table of Contents – e.g., headers.
  • 28. Return to the HOME tab and look at the “Styles” box and the types of Styles that appear there.
  • 29. For this exercise, note the specially modified and created styles . . . modifiedcreated
  • 30. For the purposes of this exercise: Select all the text for headings beginning with “Table of Contents” and apply to them the Heading 1 style.
  • 31. Tip 1 : You can select the whole header line by placing your cursor off to the left edge and clicking. Then click on Heading 1 in the Styles box to apply it. Tip 2: Repeat the selection process and press F4 key to repeat the last action.
  • 32. All the headings have now been coded to be entered automatically in the Table of Contents. But we also have some argument points and subpoints to be included.
  • 33. Look for points highlighted in green . . . Note that this starts with a Roman numeral, so apply the style “Argument Rom pt.”
  • 34. Other points start with a letter, so . . . Apply the style “Argument Lttr pt.”
  • 35. There are 3 Roman numeral Argument points and 2 letter sub-points to which we should have styles applied. When that is completed, we are ready to generate the Table of Contents.
  • 36. 1. Place your cursor where you want the table to generate. 2. Select the Insert “Index and Tables”. 3. Select Table of Contents and Manual Table of Contents from the drop down menu.
  • 37. When the formatting box appears, make sure page number location and tab leaders are set. Hit Options to include and set up the special styles that are needed in the TOC. Insert 3 by the “letter” subpoint style and 2 by the Roman numeral point so that the points start at those heading indents.
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  • 39. After hitting OK twice to get through the dialog boxes, we are going to see the Table of Contents is generated. At this point we want to go through and check the formatting on the Table and make adjustments – e.g. via the Home tab > Font area, we can get rid of the green highlighting.
  • 40. To underscore the Argument letter subpoints: 1. Select the characters to be underlined 2. Click the underline icon OR Press Ctrl U
  • 41. After getting the characters set up, there may be some needed adjustments to the spacing between the paragraphs breaks. To make those adjustments: On the Home tab, go to the paragraph settings arrow (lower right corner).
  • 42. SETTING UP THE TABLE OF AUTHORITIES 1. Search document for citations and select each one. 2. With Insert tab, click on Index & Tables. 3. In the Dialogue box under Table of Authorities, A. Click on “mark citation.” B. Edit the citation to appear correctly for the ToA. This is done in the top box. C. Designate type of citation. Drop down. D. Type in a short search citation term.
  • 43. EDIT THE CITATION FOR TABLE HERE If you need to access a font adjustment, right click on text.
  • 44. Dialog box after marking a citation:
  • 45. Two options: You can choose to CLOSE the box and just do a visual search on your own. Or . . . Hit Next Citation to see what MSWord finds. Just be aware it can miss things!
  • 46. So, in this document MSWord found the v. in a new case title. This means we need to Close the Mark Citation box, select the text of that case and, again, choose Mark Citation.
  • 47. For repeated sources, or id. citations, click on the appropriate short citation, then click “Mark.”
  • 48. Once you’ve found all your citations, editing them and categorizing them for your Table of Authorities: Go to the Table of Authorities page. Place your cursor where you want the table to generate.
  • 49. Where to Insert or update the ToA
  • 50. Decide: unclick passim . . .? You may want to check on the styles of the category labels – to do that click Modify
  • 51. If everything is fine, click OK and the Table will generate . . .
  • 52. Now: Do any categories out of order? If a citation is incorrectly categorized, you will need to search the document for it and change the ToA field code. For this exercise “Select All” on the Home tab and get rid of all highlighting & make sure everything is in a black font. Update the page numbers on your Table of Contents.