How to configure publications
| Skills required | XML |
|---|---|
| Time required (minutes) | 75 |
| Intended audience | Developer |
| Difficulty | Easy |
| Category | Document |
Objective
This tutorial demonstrates the configuration of auto-numbering, equations, footnotes, citations, definitions and more.
One design objective, for both the PageSeeder user interface and the document model, is to avoid providing features that the user doesn’t need. Reducing features to only those necessary gives users productivity and quality, with as little training as necessary.
Through the use of xrefs and some configuration code, PageSeeder can provide a group of users with every capability necessary for the collaborative creation of a complex reference document. These features include the following:
-
Auto-numbering for headings, paragraphs, and objects such as tables and images, and the ability to reference those numbers, for example, “see paragraph x.x”, confident that the referential integrity will correctly export to Word.
-
Creating or importing equations as block or inline objects.
-
Creating and linking notes for export as footnotes and / or endnotes.
-
The ability to collaboratively create, and share, a pool of citations with the appropriate structure, semantics, and validation for desktop or online citation tools like Word, Endnote, or Zotero.
-
Term management for controlled vocabularies such as glossaries, definition lists, ontologies, and so on.
-
Placeholders to manage and update repeatable text strings throughout a publication.
Prerequisites
To complete this tutorial requires:
- PageSeeder administrator access to a server with PageSeeder version 6.2 or later installed.
All the files for this tutorial are on Github .
Tutorial
This tutorial consists of a number of other tutorials done one after the other in the sequence below.
Only do the actions of Step 1 from the first tutorial but do perform the Verify package content for each tutorial (if present) as this highlights the different configuration files for each feature.
- How to import xrefs, captions and citations from DOCX
- How to export footnotes/endnotes to DOCX
- How to auto-number a publication
- How to insert placeholders
- How to export a bibliography to DOCX
- How to create a shared glossary