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Quick Tip – Mastering Running Titles in InDesign

Jun 3rd in Designing, Tools & Tips by Thomas Silkjær

In the footer, outer margin or header in books and brochures you often find a title repeated on each page - depending on who you ask these are called running titles or running headers/footers. If you know how to master the master pages in InDesign, you won't have any troubles with adding a title that is automatically added to all pages, but learning InDesign's text variable options and the different text markers are essential to make a running title, and changing the content depending on the page it is shown on.

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Author: Thomas Silkjær

Thomas Silkjær is a graphic designer, web designer and InDesign professional, mainly working with book and Bible design, as well as workflow optimizing through e.g. scripting InDesign. You can catch him at Twitter or on his websites indesigning.net and theundersigned.net

Introduction

In this case, I have created a small dummy book of 48 pages and I want to repeat the book's title, "Lorem Ipsum," on all left pages, and the current chapter title on the right pages. Exploring the "lorem_ipsum.indd," (available to Vector Plus members) document also gives you great ideas for building paragraph and character styles efficiently.

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Note: Adobe Garamond Pro and Myriad Pro are chosen for the document since they are both installed along with InDesign CS4.

Step 1 - Open the Book Document

Open the "lorem_ipsum.indd" document and go to the master page.

Step 2 - Create a Left Page Running Title

Select the Type Tool and draw a text frame inside the guides and baseline grid. Since Snap to Guides is turned on (View > Grids & Guides) you don't need to type in the size values anywhere, as InDesign is accurate when snapping is enabled.

Type the book's title in the text frame and assign the "Running title" paragraph style to it. Notice how it is aligned away from the spine automatically - a result of the text alignment in the paragraph style.

Step 3 - Create the Right Page Running Title

Depending on your project, you can create the changing running titles in different ways. Either you can let the title be a function of the chapter headings, or you can let them be a function of the section markers. The second requiring a little extra manual work, but often necessary. E.g. if the chapter titles are too long to fit in the running title text frame, you would have to go for the section marker solution, to be able to shorten the titles.

Some would create different master pages for each chapter, but then you would have to manually apply the master pages to the page range of each chapter, and in case you need to add more pages, you would have to re-apply them. I will illustrate both solutions here, start of by drawing the running title text frame on the right page, as in Step 2.

Step 3.1 - Using Text Variables

Double-click the newly created text frame and open the text variable window (Type > Text Variables > Define).

Text variables give you many choices of creating auto-generated content, but in this tutorial we will only take a look at one of them. Click the New button and change the type to Running Header (Paragraph Style). Change the style to Chapter heading, which is the paragraph style applied to the chapter headings in the book.

Use First On Page, which will find the first occurring text with the given paragraph style - this isn't important in this case, since the chapter headings only occur once on the page. If there is no occurrence of the given paragraph style on a page, InDesign will look backwards on the previous pages, and use the first match it finds.

You are also given the possibility to add text before and after the variable, as well as changing the case or deleting end punctuation. In this case, leave them unmarked.

Now click OK, select the newly created variable and click Insert. Finish by applying the "Running title" paragraph style, as in Step 2. Go to a page in the middle of the book to see an example of the running title in action

Step 3.2 - Using Section Markers

Double-click the newly created text frame and insert a section marker (Type > Insert Special Character > Markers > Section Marker). Select it and apply the "Running title" paragraph style, as in Step 2.

Go to a the first page with a chapter heading and open Numbering and Section Options (Layout > Numbering > Section Options). Write the title in the Section Marker text input, as you want it shown in the footer.

Repeat this step for each chapter. By changing the section marker text you begin a new section of pages - this ends whenever a new section begins.

Conclusion

You have been introduced to text variables, now try to experiment with other variables. Try changing the paragraph style in the variable to "Subheading" and "Last on Page," and notice how often the running title is changing throughout the book - as it is now a result of a more occurring paragraph style. Also, start experimenting with the other text markers - page numbers, etc.

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User Comments

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  1. PG

    Maryt June 3rd

    Very informative, more indesign please!

    ( Reply )
  2. PG

    freed June 3rd

    cool

    ( Reply )
  3. PG

    Variabilly June 3rd

    Sorry, this article wasn’t simplified or straightforward enough – it’s a tad contrived and doesn’t inspire me to explore this powerful feature further.

    Fret not Indesign users… this is really a neat tool!

    Thanks for the efforts though.

    ( Reply )
  4. PG

    Mannie GDL Mexico June 3rd

    I love it that InDesign is being featured a lot more now… It´s my main worktool, and I can´t get enough of how to improve my skills with the program..

    good stuff.

    ( Reply )
  5. PG

    kevin June 3rd

    really neat

    ( Reply )
  6. PG

    Greet June 3rd

    Very nice tutorial! I’ve been struggling with this myself for a school assignment lately, if only a tutorial like this had existed then. ;)

    ( Reply )
  7. PG

    beelzebub June 3rd

    What’s have all these InDesign tutorials to do with vectors?

    ( Reply )
  8. PG

    Cláudio Bernardo June 3rd

    Now it’s time to create the IndTuts! What is missing for this?

    ( Reply )
  9. Seriously, a layouttuts.com would be awesome. Whether it’s InDesign, Word, PowerPoint, Quark, etc. Pretty please!

    ( Reply )
  10. PG

    massafakka June 4th

    löl nice… more of this stuff pls.. ID is such a big programme …

    thx for the nice tut.. ;) lu bb hun ^^

    ( Reply )
  11. PG

    Grafiko June 4th

    I agree with John, a site for Quark and InDesign only will be awesome

    ( Reply )
  12. PG

    Robert June 5th

    I would love to see more InDesign tutorials, regardless of their being on VectorTuts or a special layouts tutorial site. I’ve only recently started getting into the habit of using InDesign- so there is a steep learning curve to overcome.

    ( Reply )
  13. PG

    freshotto June 8th

    Yeah, John Mindiola III understood everything!

    I’m also waiting for a Layout/Indesign Tuts….

    ( Reply )
  14. PG

    Max B. July 11th

    What Font did you use?
    Great article, i’ll put it into practice right away!

    ( Reply )
  15. PG

    nice web styles September 8th

    Yes man thats a nice tutorial i never seen like before. So keep it up

    ( Reply )
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