Index fields in word

An index lists the terms and topics that are discussed in a document, along with the pages that they appear on. To create an index, you mark the index entries by providing the name of the main entry and the cross-reference in your document, and then you build the index.

You can create an index entry for an individual word, phrase, or symbol, for a topic that spans a range of pages, or that refers to another entry, such as «Transportation. See Bicycles.» When you select text and mark it as an index entry, Word adds a special XE (Index Entry) field that includes the marked main entry and any cross-reference information that you choose to include.

After you mark all the index entries, you choose an index design and build the finished index. Word collects the index entries, sorts them alphabetically, references their page numbers, finds and removes duplicate entries from the same page, and displays the index in the document.

Mark the entries

These steps show you how to mark words or phrases for your index, but you can also Mark index entries for text that spans a range of pages.

1. Select the text you’d like to use as an index entry, or just click where you want to insert the entry.

2. On the References tab, in the Index group, click Mark Entry.
   

3. You can edit the text in the Mark Index Entry dialog box.
   

   • You can add a second-level in the Subentry box. If you need a third level, follow the subentry text with a colon.

   • To create a cross-reference to another entry, click Cross-reference under Options, and then type the text for the other entry in the box.

   • To format the page numbers that will appear in the index, select the Bold check box or Italic check box below Page number format.

4. Click Mark to mark the index entry. To mark this text everywhere it shows up in the document, click Mark All.

5. To mark additional index entries, select the text, click in the Mark Index Entry dialog box, and then repeat steps 3 and 4.

Create the index

After you mark the entries, you’re ready to insert the index into your document.

1. Click where you want to add the index.

2. On the References tab, in the Index group, click Insert Index.
   

3. In the Index dialog box, you can choose the format for text entries, page numbers, tabs, and leader characters.
   

4. You can change the overall look of the index by choosing from the Formats dropdown menu. A preview is displayed in the window to the top left.

5. Click OK.

Edit or format an index entry and update the index

If you mark more entries after creating your index, you’ll need to update the index to see them.

1. If you don’t see the XE fields, click Show/Hide in the Paragraph group on the Home tab.

2. Find the XE field for the entry that you want to change, for example, { XE «Callisto» t «See Moons» }.

3. To edit or format an index entry, change the text inside the quotation marks.

4. To update the index, click the index, and then press F9. Or click Update Index in the Index group on the References tab.

   

If you find an error in the index, locate the index entry that you want to change, make the change, and then update the index.

Delete an index entry and update the index

1. Select the entire index entry field, including the braces ({}), and then press DELETE.

   If you don’t see the XE fields, click Show/Hide in the Paragraph group on the Home tab.

2. To update the index, click the index, and then press F9. Or click Update Index in the Index group on the References tab.

   

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We’re going to talk about creating indexes in Microsoft Word. ‘Real’ books often have an index at the back which Word can create for you.

An index is a list of terms or topics that can be found within the document. Microsoft Word has the ‘fixings’ to make an index and automatic options to take some of the drudgery

These days, indexes aren’t as common as they once were.  Online documents (in Word format, web pages or PDF) can be easily searched using Ctrl + F, making an index less needed.  

Indexes still have a place, especially in printed books. Unfortunately, creating an index in Microsoft Word can be difficult and time-consuming to do on a large scale. This isn’t a slight against Word whose features are mostly adequate, but rather a testament to a conceptually difficult process that needs human judgement.  There are professional indexers for a reason.

Hence this series in Office for Mere Mortals, starting this week with the basics; setting up a document to be indexed and then making a simple index.

Word’s Indexing features have barely changed in well over twenty years! Some button positions have moved but the core technology, field codes and shortcut are the same as in Word 6 from 1993.

Indexing in Word – the overview

In short, here’s how indexing works in Word.

Entries are created by selecting parts of the text and adding an Index Entry.  They are hidden from normal views of the document but do show up with the right settings.

This is an Index Entry {XE} for the term ‘Sherlock Holmes’.

The Index itself is made by Word which compiles all the {XE} entries into a list like this:

The {XE} we added above, appears in the Index as a reference to page 1 in the text.

Word has some dialog boxes to make formatting the index easy but underneath that is a field code.

Don’t panic … we’ll explain all this as we go along.

Preparing your first Index

Before jumping in at the deep end, we recommend that you first create a copy of your document (or another smaller document) to practice upon without having to worry about messing up the real thing. A file with a large index can get extremely complicated and confusing if you’re not certain about what you’re doing.

When you have grasped both the fundamental and, perhaps, more complex indexing techniques, come up with a method that suits your needs, then you can transfer your knowledge onto the real document without any problems.

Creating an index for an existing document involves two distinct steps:

• marking index entries
• generating the index

Making or marking a simple Index Entry

An index entry is a Microsoft Word “field code” that marks specific text for inclusion in an index. When you mark text as an index entry, Word inserts an { XE “Index Entry” } field formatted as hidden text.

To use existing document text as an index entry, first select a word or phrase that you wish to include in your index or just place the cursor at the right-place in the document. To enter your own text as an index entry instead, simply click where you want to insert it.

Use the Alt + Shift + X keyboard shortcut to insert index entries.

On the ribbon, go to “Reference | Index | Mark Entry” to bring up the “Mark Index Entry” dialog box.

The Mark Index Entry dialog box provides “Main entry” and “Subentry” boxes.

Main Entry

Most terms will fall under the “Main entry” category – a single term with its corresponding page number(s). The selected text is automatically inserted but you can change that, and often will.

Sub-entry

Or use the “Main entry” as a general heading or category for a collection of other terms otherwise known as subentries. For example, the main index entry “Animals” could have subentries “Birds” and “Mammals” – each which would be entered separately.

Here we’ve given Dr Watson a sub-entry for his weapon of choice.

Which appears in the index like this, below and usually indented from the main entry.

Add a few index entries then you’re ready to make your first index.

A short aside for our Mac friends. According to Microsoft’s documentation, Word for Mac doesn’t have ANY in-built shortcut for Mark Index entry. No we could not beleive it either so we dug a little deeper.

There is an in-built Mark Index Entry shortcut Command + Option + Shift + X. It’s listed at Tools | Customize Keyboard.

If you think that shortcut is clumsy (we do), try changing it to Control + Shift + X . That’s the closest we could get to the Winword shortcut (Alt+Shift+X isn’t possible in Word for Mac).

Show all

After marking an index entry, you will notice that the show hidden text and show all character options have both been enabled by Word. That’s so you can see and find index entries.

{XE} is the Word field code for Index Entry.

In the double-quotes is the index label. Each sub-level is separated by a colon e.g. “Dr Watson:Revolver” is the Main and Sub entry.

b  is the switch to add Bold formatting to that index entry.  We’ll look at other switches later.

Create a simple Index in Word

Now there’s a few index entries in the document, let’s make an index from them.

Click the cursor at the end of your document (or wherever you want your index to appear), then navigate to “Reference | Index | Insert Index”

The Index dialog gives you a number of formatting options. The current formatting settings are displayed in the “Preview” pane.

Type: Indented or Run-in

The “Type” radio-button allows you to specify either an “Indented” or “Run-in” type of hierarchical display. You’ve already seen the common Indented index, here’s the run-in alternative:

Run-in takes less vertical space than Indented.

Columns

Another way to save space with an index is adding columns.

The “Columns” box allows you to specify the number of columns that the index will be displayed on per page.  It’s much the same as Word’s normal multi-column support but lacks some of the column formatting choices.

The columns can be adjusted from the ruler.  If you want better column control (like vertical lines between columns), try inserting multiple columns from the Layout tab then putting a single column index inside the multi-column section.

Right align page numbers

“Right align page numbers” checkbox gives more of a “Table of Contents” look to the index.

Tab leader are the characters between the entry and page number, they guide the eye along the line.

Index Formats

The “Formats” drop down box gives you a number of pre-defined styles to choose from that can be seen in the preview pane. The available styles haven’t changed much over the years, in Word 365 are:

• From template
• Classic
• Fancy
• Modern
• Bulleted
• Formal
• Simple

To design a custom style click the “Modify” button, choose a style and customize as you see fit.

When you are happy with your index layout as it appears in the preview pane, click the “OK” button and your index will be displayed in all its glory.

If you have made any changes to your index entries, always remember to click anywhere on your index and press F9 for those changes to appear in the index itself. Or right-click then Update Field.

That’s enough to get you started. In future articles we’ll look at the many hidden options in Word’s indexing plus some of its shortcomings.

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An index can usually be found at the end of a document, listing the key words and phrases in a document, along with the page numbers they appear on. There are two steps involved in creating an index: defining which words you want to appear in the index and then inserting the index.

Insert an Index Entry

1. Select the text you want to include in the index.
2. Click the References tab.
3. Click the Mark Entry in the Index group.

   

The Mark Index Entry dialog box opens, where you can set up how the index entry works. The main entry field is filled with the selected text, and you can also add a subentry that will appear below the main entry.

4. Adjust the index entry’s settings and choose an index entry option:
• Cross-reference: Adds a reference to another index entry, instead of listing the current page number.
• Current page: Lists the current page number for the selected index entry. This is the default option.
• Page range: Lists the range of pages that are included in the bookmark that you click in the Bookmark list. Before using this option, you’ll need to create a bookmark of the selected range.
5. Click the Mark or Mark All button.

   

Clicking Mark will create an index entry for the selected instance of the word. Clicking Mark All will instead create an index entry for every instance of the selected word throughout the document.

Once you mark an entry, formatting marks will be displayed so that you can see the hidden text that marks index entries. The window remains open, so you can continue to mark index entries throughout the document.

6. Repeat the process for your other index entries.
7. Click Close when you’re done.

   

Index entries are invisible and will not be printed. However, you can see them when the paragraph marks are turned on.

Insert an Index

Once index entries have been marked, you’re ready to insert the index.

1. Click in your document where you want to insert an index.

Indexes usually appear at the end of a document and can take up a lot of space, so a blank page at the end is ideal.

2. Click the Insert Index button on the References tab.

   

The Index dialog box opens, where you can set up how the index will appear.

You can choose whether to right align page numbers and select a tab leader that appears between text and page numbers. You can also select whether to use a document’s formatting theme or select another one.

You can choose whether subentries will be indented below the main entry or shown run-in style in a paragraph below the main entry.

3. Customize the appearance and behavior of the index.

Any changes you make to the index appearance will be shown in the Print Preview.

4. Click OK.

   

The index is inserted, automatically filling itself out with all the index entries in the document.

Update an Index

When you insert an index, it automatically adds every index entry in the document. If you add or modify index entries after the index is created, you’ll need to update the index.

1. Click anywhere in the index.
2. Click the Update button.

   

The index is updated, adding any newly created entries while updating the page numbers for any entries that may have moved.

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An index offers readers a way to easily find important words in our document, but creating an index by hand is very tedious and time consuming. Fortunately, can automatically create index table in Word.

Picture of Ifijay

The common approach to creating an index table in Word is to manually mark every word that we crave to index, but the other alternative is to use a concordance document to automatically index our master document, what we will cover in today’s post.

Generating the index

Let’s start by creating a two column table in our concordance file. Write the words you would like to be flagged for indexing in the left column. Write the text you would like to use in the index table of the master document in the right column.

Close the concordance file and open the reference tab of your master document to index our master document.

Click the button “AutoMark” and choose the matching document when word prompts you to specify the automark file.

Immediately after clicking the OK button, you will see that Word creates some index entry fields in our document.

We can hide these fields by clicking on the “Show / Hide paragraph” on the home tab.

Go to the end of the master document and click the “Insert Index” once again and click the OK button this time to create the index.

That’s all we have on how to create an index table with a concordance file. Let’s take a closer look at how we can customize the index style.

Cross-reference the index

Word allows us to create different types of indexes. Here we have a subentry index that is particularly useful when we want to group a set of closely related concepts in our document.

The trick to creating a subentry is to separate the text in the right column of our match documents table with a colon (:). Word will treat any word that comes after the colon as a subentry in the index.

Another useful type of index is a cross-reference index that generally comes in the form of “See also …”

Unfortunately, we can’t cross-reference our index table using a match file, so we have to manually edit the index field by adding ” t” after the indexed word followed by the cross-reference word.

Keep index

One of the challenges of maintaining an index in Word is that Word doesn’t give us a button or menu that we can simply click to remove the fields from the index if we decide to redo our concordance file..

We have to use a Visual Basic script to remove the index fields in our document. Most of you must be thinking «Visual Basic Script, I’m not a programmer! What’s that ?”. Do not worry, it’s not as bad as it seems. Just copy and paste this simple script written by the amazing guys at TechRepublic in Word’s Visual Basic editor and run it to clean up the index fields of your master document.

Sub DeleteIndexEntries()
Dim doc As Document
Dim fld As Field
Set doc = ActiveDocument
For Each fld In doc.Fields
fld.Select
If fld.Type = wdFieldIndexEntry Then
fld.Delete
End If
Next
Set fld = Nothing
Set doc = Nothing
End Sub


Open the Visual Basic editor by pressing Alt + F11 and put this script in the editor. Run the script by clicking the “run button” to clean the index fields of the master document.

Your master document should no longer have index fields. Now we can re-index the master document and recreate the index table using the menu “Insert Index”.

Apply different index table formats

Yes, the index is definitely useful for your reader, but most likely some of you are thinking, «Why does the index table look so boring? Can I change the appearance to make it more attractive? ”. The solution is Yes, The index table doesn’t have to look simple.

We can adjust the style of the index table by selecting one of the available formats to adjust the appearance of the index table.

Below is an example of how Classic the index format looks like.

We can even apply our own style to the index table by choosing “From template” and clicking the “Modify”.

Choose one of the available index styles and click the “Modify” to create our own style.

We can adjust the font style of the index table.

Give the index table some borders or numbering;

… To give the index table a specific look and feel.

That’s all we have to create an index table with Microsoft Word. Have more great tips for document building? Share your experience in the comments.

b Bookmarkname

c NumberOfColumns

d «SeqPageSeparators»

e «EntryPageSeparators»

f «Identifier»

g «PageRangeSeparators»

h «AlphabeticHeader»

k «CrossRefSeparators»

l «PageNumSeparators»

p «SelectedAlphaRange»

r

s «SEQname»

y

The y switch enables the use of yogi text for index entries

z

The z switch defines the language ID that Microsoft Word uses to generate the index

Create or edit an index