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MS Word template

Microsoft Word Tutorial

What you will learn in this section:

  • Generate a Table of Contents By Manually Marking Entries

  • Generating a Table of Authorities

  • Updating a Table of Authorities

Improve Your Writing! Microsoft Style Guide For Technical Publications

What You Will Learn

Practice:  Generate a Table of Contents By Manually Marking Entries

1. Create a new document and again type the following text:

Introduction

Overview

Unsolicited Proposals

Solicited Proposals

General

The Proposal

2. Select the first line Introduction.

3. Press ALT+SHIFT+O on the keyboard. This combination opens the Mark Table of Contents Entry dialog box. (Notice that your selected text is in the Entry field.) 

 

4. The Table Identifier default is C if you do not have any other tables (Table of Figures, Table of Authorities, etc.) within your document. This is for multiple tables and allows for hierarchy among the tables.

The next field is the Level identifier for your selected text. You change this field to correspond to whatever heading levels you have selected. 

5. Click Mark, and your TOC entry has been marked for insertion to your table of contents. The Mark Table of Contents Entry dialog box will stay open so that you can click twice back into your document and select the next heading without closing the dialog box.

6. Select the next heading, and then click twice back into the dialog box, and the newly selected heading will automatically be placed in the Entry field.

7. Mark all of the headings in your document with the appropriate levels.

8. Place the insertion point where you want the table of contents to be generated. From the Insert menu, choose Index and Tables. Select the Table of Contents tab.

9.  Click Options. 

10. Under the option for Build table of contents from, uncheck the Styles checkbox and check the option for Table entry fields. Click OK, and then OK again to close the dialog box and to generate your manually marked table of contents.

Updating a Table of Contents

As with all complex documents, edits are constantly occurring. These edits will ultimately affect your initially generated table of contents. There are various ways to update the table of contents: 

METHOD

ACTION

Shortcut menu (Alternate-click)

Click anywhere in the table of contents and select Update Field

F9

Click anywhere in the table of contents and press F9

Select Text+F9

Only updates selection. This works well when you have other fields in the document

Tools, Options, Print tab, Update Fields

This allows the document to update all fields whenever you print the document

When you decide to update your table of contents and use one of the options listed previously, the Update Table of Contents dialog box appears.

You are asked whether you want to Update page numbers only, or if you would like to Update entire table. If you have manually changed any text in the table of contents and only want the page numbers to be updated, select that option.

Generating a Table of Authorities

Marking citations for a table of authorities is comparable to manually marking headings for a table of contents. Word looks for cases, statutes, rules, treatises, and constitutional provisions to generate a table of authorities. You can also mark any additional authority you need included. 

Practice:  Mark a Table of Authorities Entry

1. Open a document that contains citations that you want to mark for a table of authorities and place your cursor at the beginning of the document.

2. From the Insert menu, choose Index and Tables, and select the Table of Authorities tab.

3. Click Mark Citation.

4. The following dialog box will appear. Click Next Citation. Word searches the document for terms such as: in re, v., Id., Supra, Cong., Sess., and ¡́. 

 

5. After Word has found a citation in the document, click twice back in your document and select the full citation (e.g. Escobedo v. Illinois, 378 U.S. 478 (1964)). Click twice again, this time in the Mark Citation dialog box and the selection appears in the Selected Text field.

6. Choose a category for your citation (i.e. Cases, Statutes, etc.), and then edit the text in the Short Citation field to match the short citations in the rest of the document. This may be Escobedo v. Illinois, or just Escobedo. If you use just the first party, Word will find the party whenever it is referenced, for example, as "in Escobedo, the parties¡­".

7. Now you can mark the citation by clicking Mark for just the long cite, or Mark All to find all of the references throughout the document.

8. Repeat steps 3 through 6 to mark the rest of the citations in your document. When you are finished, click Close to close the dialog box.

9. Leave this document open for the next exercise.

Practice:  Generate A Table of Authorities

1. Place the insertion point where you want the table of authorities to be generated. From the Insert menu, choose Index and Tables. Select the Table of Authorities tab.

Word 97 Table of Authorities Tab 

Word 2000 Table of Authorities Tab

The only difference between Word 97 and Word 2000's Table of Authorities tabs is that the categories are no longer in a drop-down box.

2. Select a format for your table of authorities. Just as with the Table of Contents dialog box, as you change your selected format, the preview changes to reflect that format.

3. Uncheck the Use passim option. If checked and a citation is referenced on more than 5 pages, Word will put the word "passim" in place of the page numbers. If unchecked, Word allows all referenced pages to be listed, no matter how many there are.

4. Clear the Keep original formatting check box as well. This will insert the citations in the formatting of the table of authorities style. If the box is checked, all formatting of the citation will come from how it is listed in the document (e.g. underlined, italicized, etc.).

5. In the Category field, use the drop-down arrow (Word 97) to select what category of citations you want in your table of authorities. For this exercise, select All. (Word 2000 users can select All from the list of categories.)

6. If you want your entries to have dot leaders in the table, you have a choice of three different leader styles from the drop-down list. Alternatively, if you do not want them, you can select (none).

7. After you have made your choices with the options available, click OK and your table of authorities is generated.

Updating a Table of Authorities

If there have been edits to the document that has been marked for a table of authorities, and new cites have been added, you can repeat the steps for marking entries into the table of authorities that was in the exercise on marking entries.

If new short citations have been made for a citation that had previously been marked, highlight the long citation, press ALT+SHIFT+I, and select Mark All.

Continue to Lesson 4 >>>


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