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JH Consulting


Building a book and generating files


Book-related tasks


Page layout


Headers & footers


Adding title page and copyright info


How to use other templates

     Creating a new document using the template

Creating a standalone table of contents


Creating the book

     Updating the book
     Adding, removing, and rearranging files in book
     Other book features

Generating table of contents and index

     Adding table of contents
     Adding index
     Designate templates for table of contents and index
          Table of contents
          Index
          Manual formatting
     Updating table of contents and index

Set up page numbering

     Pagination window
     Bookwide operations
     Bookwide find/change


Book-related tasks

To prepare Framemaker documents for printing purposes or for PDFs, you need to add the front matter (title and copyright pages, table of contents) and an index. Also, some background information is provided for the page layout of the template and the document headers and footers.

In this section we will cover how to create and add these components to the book. These tasks include the following:

Page layout

The page layout characteristics are defined on the Master page and must not be changed in the standard template. The Master page determines the top, bottom, left and right margins of the page, page numbering, headers and footers, etc.

When you enter text in a document, you are working on the Body page. The Master pages lie in the background and supplies all the page characteristics for each page in your document.

As you write using the template, the template applies the appropriate master page (left or right master page) as you add pages to your document.

This template has three master page layouts:

  1. First master page is applied to the first page of a document to create the text frame for the document Title.

  2. Right & Left master pages are automatically applied to each subsequent page. Usually, Right pages fall on odd-numbered pages and Left pages fall on even-numbered pages.

The page size is set to 8.5" x 11" and the left and right margins are set to 3/4" and the top margin is 5/8" and bottom margin is 3/4".

Headers & footers

The headers and footers are setup on the master pages of the template. The template uses footers on the first, right, and left pages. The header does not appear on the first page, but appears on subsequent right and left pages.

Footer:

Header:

The running headers are defined by variables on the master pages.

Adding title page and copyright info

The copyright information is imported by reference from the master copyright file kept in the MST_Master folder. Update the copyright file in the Master folder to update all the copyrights in all the books.

Use the designated templates for the title page and copyright information for the book.

  1. Copy these files to your book folder and rename them.

  2. Add these files to the book.

  3. Change the book title on the title page and change the date on the copyright page if necessary.

  4. Save the book.

How to use other templates

The most current FrameMaker templates are located in the Online Documentation folder, Templates folder, for each release.

The templates that you will need to create a document for printing purposes are shown below. These templates contain all the tags that you will need to create the contents.

Templates used to create a book

Template name Usage

text_template.fm

For individual chapter files

title_template.fm

Title page and copyright information

TOCtemplateTOC.fm

Book table of contents

index_template_pagenum.fm

Book index

text_template.book

Ready-made book

Note Suggestion: make a copy of the template(s) before using them so that you don't overwrite them.

You can use the text_template.book, a ready-made book. To use this book, open the book and rename it. You will also need to rename the table of contents and index files.

The illustration below shows the order in which the files should be arranged.

Frame book

Creating a new document using the template

For the regular book files, use the text_template.fm template.

  1. Open the text_template.fm and rename the file by Save As.

  2. If you have an existing Frame or Word document, you can import the Frame or Word file into the text_template file.

    Select File menu and select Import. Framemaker comes with a Word filter, but it does not always work. If importing the file does not work, try converted the Word file to RTF in Word, and then try importing to the template.

  3. Enter the document title in the Title paragraph tag.

  4. Underneath the document title is the area for the standalone table of contents. Generate this when you have more content.

  5. Apply the appropriate heading, body, and other paragraph tags as you type in text.

  6. Save the file.

Creating a standalone table of contents

If you modify your document, you need to regenerate the standalone table of contents to update the links. Check these links periodically as these links will be carried over to the HTML files.

To create a standalone table of contents to insert at the top of the document, do the following:

  1. If you are updating the standalone table of contents, select the table of contents (the text you wish to update) in the document first.

  2. With a Frame document open, select Special Menu-Table of contents.

  3. Click Yes to the prompt asking if you want to create a standalone table of contents.

  4. In the Set Up Table of Contents window that displays, select the paragraph tags that you wish to use as headings in the standalone table of contents. Select the following tags:

  5. Click Set. The standalone table of contents is generated as a separate document.

  6. To select the generated text, click in the file, and open the Edit menu and choose Select All in Flow (Ctrl a).

  7. Copy text to Clipboard (Ctrl c). Close the generated list without saving. Return to original document.

  8. Select the text you wish to replace and paste (Ctrl v) the contents. Check to make sure you have all the markers in the generated list as these are linked to headings.

Creating the book

To create a new book:

  1. Create a book with a document open and click on File Menu and select New-Book.

    In Frame 6, this step is optional. You can create a book without any documents open.

  2. Select the File menu and click on New-Book.

  3. If a document is open, you are asked if you want to add the open file. Click on Yes.

  4. The book is created. Give the book a new name and save the book.

Updating the book

You need to update the book by clicking on the Update icon located in the lower right corner of the Book window. Or, select the Edit menu and select Update Book.

Updating the book is required to preserve the changes you have made to it. Updating the book also allows you to update and generate the table of contents and index and other types of generated lists.

Update the book if you have done the following:

Updating the book generates the Book Error Log which you can use to check for broken cross-references, inconsistencies in conditional text settings, and other comments which you can click on to go to the source.

Adding, removing, and rearranging files in book

You can add, remove, and rearrange files in the open Book window:

  1. In the Book window, select a file. The added file will be added below this file.

  2. In the Book window, click on the Add Files to Book icon in the lower right-corner of the Book window.

  3. In the Add Files to Book window, select the file to add to the book and click Add.

  4. To rearrange the files in the book, drag and drop files in the book window.

  5. To remove a file from the book, right-click in the Book window and select Delete from book.

  6. Save the book to save changes.

Tip To add more than one file at a time, open the Add window. With the Ctrl key pressed, click on the files that you want to add. The files you want to add appear in the File Name field. Click on the Add button.

Other book features

Some other book-related features:

Generating table of contents and index

The table of contents and index for the book are generated files that must be added as generated files, otherwise you won't be able to update these lists. The generated lists need to be added only once to the book and can be updated (regenerated) by clicking on Update Book.

To create these generated files, you need to have a book created and you generate these files from the book. You can also create a standalone table of contents for a single document which is a different procedure.

Adding table of contents

To add the table of contents to the book and to generate it:

  1. In the Book window, click on the title page. The table of contents will be added after the title page.

  2. Select the Add menu and select Table of contents.

  3. Select the headings you want included in the Table of Contents and click the Add button. Table of contents have a file suffix of TOC.

  4. Make sure Create Hypertext links is turned on. Click Add.

  5. Click Update in the Update Book window to generate the table of contents.

The table of contents is generated and added to the book, but will not have the proper formatting. For how to add the formatting, see Designate Templates for Table of Contents and Index.

Adding index

To add the index to the book and to generate it:

  1. In the Book window, select the last file. The table of contents will be added after the last file in the book.

  2. In the Book window, select the Add menu and select Standard Index.

  3. The Set Up Standard Index window displays. For the index, you don't need to add any headings. Indexes have a file suffix of IX.

  4. Make sure Create Hypertext links is turned on. Click Add.

  5. Click Update in the Update Book window to generate the index.

The index is generated and added to the book, but will not have the proper formatting. For how to add the formatting, see Designate Templates for Table of Contents and Index.

Designate templates for table of contents and index

Use the designated templates for the book table of contents and index to achieve the proper formatting. You can generate the files and import the format to the generated files.

Or, you can use the method described below. In this method, the table of contents and index are generated in the appropriate template. You don't need to import formats to them.

Table of contents

  1. Open the TOC_templateTOC.fm.

  2. Select File menu and select Save As.

  3. Save the file in the same folder as your book.

  4. Use the same name that Framemaker will use for the generated table of contents (booknameTOC).

    For example, if your book is named cpt_concepts.book, save templateTOC as cpt_conceptsTOC.fm.

  5. Click Save.

  6. Add the table of contents as a generated list to your book, if you haven't done so.

  7. Update book from the Edit menu. The table of contents should have the proper formatting.

  8. Save the book.

  9. Do the same thing for the standard book index, but use the index_template_pagenum.fm. The file name for the index follows this format filenameIX. Update the book and the index should have the proper formatting.

Index

  1. Open the index_template_pagenum.fm.

  2. Select File menu and select Save As.

  3. Save the file in the same folder as your book.

  4. Use the same name that Framemaker will use for the generated table of contents (booknameIX).

    For example, if your book is named cpt_concepts.book, save templateIX as cpt_conceptsIX.fm.

  5. Click Save.

  6. Add the index as a generated list to your book, if you haven't done so.

  7. Update book from the Edit menu. The index should have the proper formatting.

  8. Save the book.

Manual formatting

After generating the files, some manual formatting may be necessary, especially if you are creating printable PDFs:

Generated files don't automatically update when files in the book are edited or rearranged. When you regenerate the files, the manual formatting will be removed.

Updating table of contents and index

If you changed the pagination in your book or rearranged files, you need to update the book to regenerate the table of contents and index. Otherwise, the page numbering in these files will not coordinate with the pages in the book.

To update the book:

  1. Click on the Update Book icon in the Book window, or select Edit menu and select Update Book.

  2. In the Update book window, the generated list(s) should be in the Generate text box. If not, move them from the Don't Generate text box to the Generate side.

    Note If your generated lists do not appear in this window, then you must not have added the files as generated lists, or you may have saved them to another folder. Add the generated files to the book again.

  3. Click Update.

Set up page numbering

The books are printed double-sided and numbered sequentially. The first chapter file starts on page 1 and the page numbers in the remaining files continue.

The Title and copyright pages are numbered 1 and 2 and the table of contents starts on page 3. The index is numbered sequentially following the last chapter in the book.

Setting up files in a book

File type Starting page side Page numbering Paragraph numbering

Title & copyright

Read from file

Restart at 1

Continue

Table of contents

Read from file

Continue

Continue

Text_template

Read from file

First chapter restarts at 1; following chapters continue

First chapter restarts at 1; following chapters continue1

Index

Read from file

Continue

Continue

 1 Restart paragraph numbering so that the Chapternumber autonumber is restarted.


To set up the numbering properties:

  1. Open the Book window and single-click on the file whose numbering properties you wish to set. To set the numbering for multiple files, use Ctrl-click or Shift-click to set multiple files.

  2. Select Format-Document-Numbering. The Numbering Properties dialog box appears.

    Note You can also open the Numbering Properties by right-clicking on the file and choose Numbering from the menu.

  1. Volume and chapter numbering we don't use. Click on the Page tab.

  2. For the first chapter file in the book, select the numbering option First Page # and enter 1 in the field to start page numbering on page 1.

  3. If this is a continuing file, select the option Continue Numbering from Previous Page in Book. This continues numbering from previous file in the book.

  4. The Paragraph tab allows you to set the numbering for chapter title numbering, paragraph numbering, and autonumbered paragraphs, such as table and figure titles.

    Select the Restart Paragraph Numbering to restart the paragraph numbering in a file.

  5. Click on Set when done and click on Update Book icon to set the numbering.

  6. Save the book.

Pagination window

Writers should use the default setting for the Pagination and they don't need to adjust it.

To open this window, select Format menu-Page Layout-Pagination. For this template, the settings should be double sided, 1st page side: read from file, and select Make Page Count Even (default setting).

Sometimes in a Framemaker document, you end up with a couple of blank pages at the end of the document. To remove these blank pages, open the Pagination window, and change the Before Saving & Printing setting to Delete Empty Pages.

Bookwide operations

You can now apply bookwide settings to all, or selected files, in your book.

To apply bookwide settings:

  1. With book open, select the files you wish to apply settings to.

  2. To select multiple files, press Ctrl and click on each file to include.

  3. Select the Find, View, or Format menu to perform the bookwide operation.

You can select from the following bookwide operations:

Edit menu

View menu

File menu

Bookwide find/change

You can do a bookwide search and replace. That is, find text and replace it with different text at the book level or in a document.

You can search for more than just text. To see these other options, open the Find/Change dialog box (Ctrl f) and click on the pull-down list for the Find field. For more information on how use these, see the online Help or a Framemaker manual.

  1. Open a book.

  2. Open the Find/Change dialog box by:

  3. In the Find/Change dialog box:

  4. Accept the default Book setting which is to search the entire book.

If you want to search a selected document in a book:

  1. With the Book window open, select the file or files you wish to search.

  2. Ctrl F (opens Find/Change dialog box).

  3. Enter the text you wish to search for.

  4. Enter the text you wish to replace with.

  5. Click on Selection option to search only the files you selected.

  6. Click on Find and then, click on Change, or click on Change/Find.

If you click on Change All for multiple files or book, this is undoable. Be aware that this could change text that you might not want changed.

If you have the Book window open and you wish to search the open document only, click on the Document or Selection option. Then you don't search the entire book.



JH Consulting
mrycove419@yahoo.com
Last modified: January 2003
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