Indesign Header / Running Headline with Numbering (CS5)

Uploaded by unluckylion on 26.02.2012

[Indesign tutorial]
Hello every one! Today I want to teach you how to create Running Headers that include numbering.
As I showed you before we learned how to create headlines with numbering
and we also learned how to create running headers.
I going to recap on those tutorials a little bit
but I also will include annotations
where you can click and watch the exact tutorial
how we created the headlines and the running headers.
We have as always, a sample document for this tutorial, that you can download from my website (
And I put the link in the YouTube description.
So let's get started with our running headers.
We have here our headlines and the running header.
In this tutorial today were going to learn how to get the numbering
from our headlines, in front of our running header.
But let's first recap on the things we see on this page.
If we take a look at our headlines, those are Paragraph Styles.
Where I have included automatic numbering.
You see those things here.
Also in this Paragraph Style
we have *Nested Styles* that we need
for our running header.
So this is a character style that gets applied to the headline
and can therefore be detected by the running header.
Let's take a look at our running header.
We find those in *Text Variables*
-> *Define* -> "Running Header" -> *Edit*
And we see here, were taking the Character Styles
that (are) applied to the first and second level headlines.
You also see
by this dotted line here, that this is actually on a master page.
So in the "Master A" that is applied to all those pages
we just include the text variable "Running Header".
And this creates a Running Header on all our pages.
So you see here
it is grabbing "Second level 2 headline"
and writing it down here as well on the next pages.
So now let's talk about how to get
the numbering here on the headlines.
Sadly there is no function in Indesign CS5
to do this automatically.
But I'm going to show you now a workaround
that makes (the process) more or less practical.
We going to start by creating a new Character Style
and we call this one "Running Header NUMBERS".
Then we also going to change the color
and we click on *OK*.
Next we want to go into our headline
and at the end of this headline, we going to insert a new cross reference.
We click on this button here,
And as this is a first level headline, we have to choose "Head 1".
In here we going to include only
the Paragraph number, so this "3"
and we go on edit
and activate "Character Style for Cross Reference".
In here we select "Running Header NUMBERS".
Also at the beginning of this cross reference you want to insert
a end for our nested style.
So we go on *End nested style* this inserts this one here.
And we want to insert a "." at the end, because our number is only a "3"
and you want to have a "3."
We going to save this one under a new name
and then we can click on *OK*.
And now we see here we have our "3" with a point.
We can click on *OK* again.
And we also have to do the same thing
for the other headlines. So we just going to do this
as an example for the level 2 headline.
We go on new cross reference.
And in here we select "Head 2" because this is a level 2 headline.
If you would do the same thing for a level 3 headline here
you would select "Head 3".
However for head 2 and head 3
we need to edit our cross reference style
because we need to remove this point
that we use for the level one headline.
So we going to duplicate this style here
and we delete this point
and also we change the name.
We want to have this again be based on
"Running Header NUMBERS" and we can click on *OK*.
Now you see it has the same style as the top one, but the point here is missing.
We can click on *OK* and you would do this
for all your headlines in your text.
However at the moment
our third level headline is not included in our running header system
so we would only need to (this) for level 1 & level 2 headlines.
I going to do this really quick for the other headlines.
And you need of cause to watch out to select also the right headline in here
so (they) should have the same numbers, the should match.
Now it's time to include our numbers right here
into our running header.
To do this we need to go on *Type*
and in here we need to define a new text variable.
We can create a new one.
and we call this one "Running Header NUMBERS"
and we want to have it based on a character style
and this character style is
the "Running Header NUMBERS" Character Style.
And we use the first one on the page.
We can go on *OK* and on *Done*.
And if we go now on our master page
Master A
We going to insert this one right here.
Lets insert a *tab* also.
And in here we insert
*variable* -> "Running Header NUMBERS"
Let's take a look what happens now.
You see the "3" was included in here
and also on the next page you see
the "3.2" from down here was included.
However the spacing between the number and our headline is a little bit off.
This is a little bit bigger than it its here, so this should be 10mm.
So we need to repair this, therefore we go to "Master A" again.
And in here let's also assign a new paragraph style for this.
And we call this one "Running Header".
In here in the tabs menu, we need to insert this tab here.
Just click in here, and we set this one to 10 mm.
Let's click on *OK*. And let's take a look if it's now repaired.
Jup, this looks ok.
And now we only need to get rid
of this "3.1" here.
So we can't really remove it
but we can change the color to white
or to the paper color we are using
and also we can decrease the size to 0.1 pt.
And by the way, the (back) slash you see here
it's the symbol, the blue one
that the nested style ends here, because if we wouldn't have this
it would include this "3.1" also in here.
So this is just an info for you, so you know where the (back) slash comes from.
Let's reduce the size of this one here.
We go to our Character Styles
and "Running Header NUMBERS", we edited this one.
And on character color we select [paper].
and on formatting we choose
a very small size.
So 0.1 pt should be fine.
And we see now here, if we check on Preview, it almost disappears.
We can click on *OK*.
And there we have our numbered running headers.
One thing to keep in mind is, if you insert
a few headlines, for example here a level 2 headline
it might change the numbering, so
you would need to update your cross references from time to time.
Also another thing, you see here the last word is underlined.
To solve this problem we going to go
on our hyper links again, and we going to edit this style.
We just going to insert a space
in the beginning of each style. We going on *Save*
and we also going to do this in the second style here.
*Save* again and then we can click on *OK*
and on *OK* and now you see this problem is gone.
If you still work on your document, it might be a good idea
to change this character style here
for the number that we can't see right now
so that you can see it, so you know if something is messed up or not.
So let's change this back very quick.
We change the size to standard, and also the character color to a flashing color like this.
We can click on *OK*.
So we would change this before we export our document
because this way we can check if this numbers here
match the number of the headline.
OK, I hope you find this video helpful
I made this one in response to a request from some one from Korea.
And if you have any trouble with InDesign or Illustrator or any question to one of my other tutorials
just feel free to add a comment or write me an email, and maybe
you get your own little video that answers your question.
So, until next time bye bye!