MACREX TIPS (in no particular order)
Here are some handy tips. We welcome tips from all MACREX users. Email us with your ideas! We include a draft index to the tips at the bottom of this section and also an .MBK file for you to use to modify the index. To download the .mbk file click here.
If any of the tips below are not clear let us know!
1
SOME BASIC TIPS
CTRL K Will locate an entry by typing in its line number. To go straight to any entry in the index you can type CTRL K followed by the line number (the number to the left of the entry). This is particularly useful a) when you are editing a page number order file: before finishing an editing session, make a note of the line number you have reached. When you start indexing again, simply type CTRL K and the number you have noted (but see below, macros in item 17) and b) when you are editing a very large index with a considerable number of entries under a particular heading. There are built-in macros (described in tip 16 below) for storing and retrieveing the line number. This is useful if you make a backup file and want to get back to the same place afterwards .
Insert On/Off Insert On has a cursor twice the size of the Insert Off cursor
<escape> followed by <ENTER> can be used instead of typing the line number to access the most recently typed entry for correction, addition or amendment
en-dash The MACREX macro for an en-dash is ALT hyphen
F1 If in doubt, press F1. This is your “panic button”
comma separates headings from subheadings, subheadings from sub-subheadings, etc. and individual locators from each other.
{,} a `soft’ comma, which will not force a subheading and is therefore used in names, etc, e.g. Brown{,} Fred
\bold\ bold text is enclosed in backslashes
^italic^ italic text is enclosed in carets
{[A]}Small{[a]} code for Small caps
{[S]}super{[s]} code for superscripts
{[U]}sub{[u]} code for subscripts
~text~ text is sorted but not printed, e.g. “~aa~this is the beginning” to force an entry to the top of the alphabetical sequence
{text } text is printed but not sorted, e.g. “{beta-}galactoside” to make this entry file under G rather than under B.
2
ARROW KEYS
When editing an entry, up-arrow takes you to the beginning of an entry; down-arrow takes you to the end of the entry (<HOME> and <END> work as well). Left-arrow moves the cursor one character to the left; right-arrow moves the cursor one character to the right. Ctrl+left and right arrows move the cursor one word to the right or left and ALT+left and right arrows move the cursor one heading level to the right or left.
3
REPEATING THE LOCATOR FROM THE PREVIOUS ENTRY
F9 repeats ALL the locators from the previous entry; F11 repeats the last locator only.
4
COMPLETING ENTRIES AND ADDING THE LOCATOR FROM THE PREVIOUS ENTRY
Pressing Return/Enter will add the completed to the index - wherever the cursor is on the line. It will NOT delete the rest of the entry. If you press Return/Enter and have not added a locator a message will appear asking you to add a locator. If you don’t want a locator, press Return/Enter again. If you want to repeat the locator from the previous entry, you can press F11 from anywhere in the entry and the locator from the previous entry will appear at the end of your entry preceded by a space. You can press F11/F9 when the program asks for a locator if one is needed. To accept an entry with no locator simply press Enter a second time.
To delete everything in an entry to the right of the cursor, press <escape>.
5
NUMBERS IN ENTRIES
The “Number” feature in MACREX, accessed using `Boolean’ grouping (CTRL-SHIFT-H) and selecting the option “Number”, will group together all entries containing a certain page number (for example if you chose 1 you would see only the entries that had a reference to page 1, not those with a 1 in the number, such as 21 or 111; similarly using 10 would not display 103, and 100 would not show entries on pages 1000 and 2100). If there are less than 1000 pages in the book you don’t need to use the Number option for three digit numbers, although it would still work.
6
LOADING AND SAVING FILES
Your current index will be saved automatically in its current form when you Quit (save and exit) MACREX. Nevertheless, you should save (back up) your index frequently. Press B - make a backup file to “Save” your index entries in an .MBK file. This file is a text file which contains all the entries in your index at the time you make the .MBK file. The .MBK file can be loaded using R - Read a backup file - but only do this if you need to reconstitute an index if one has been lost due to a power cut or other failure. R - Read a backup file is the equivalent of “Load” and should never be used while working on an existing index because all the entries in the backup file will be added to the existing index.
7
LOCATING INDEX NAMES WITH TEXT IN COMMON USING WILDCARDS
If you keep several indexes in the same directory (folder), open MACREX, choose the drive you want, and at the next screen, which displays all your indexes in the current directory, and press <escape> to bring the cursor up to the end of the second line on the screen where it says "Current file specification is" (version 7) or "Files matching" (version 8). Use the left arrow key to move the cursor to the dot immediately preceding "INF" (version 7 and earlier versions of MACREX) or "MX8" (version 8) and type in the text you want to use to restrict the search - e.g."*basic*.inf" (version 7) or "*basic*.mx8" (version 8). You might find you only need to type a few characters, (e.g. *bas*.inf) in order to locate the index or indexes you want. You can use this system at any of the file selector screens. .[note that there will already be one asterisk there]
8
COMMA BEFORE “SEE”
If you want your see references to have a comma after the first term, you can enclose it in curly brackets, e.g.
flats{,} ^see^ apartments
See references in this form can be checked for consistency in the same way as any other cross-reference, and if you always use this format you can change your ALT-F2 macro (to produce ^see^ automatically) to include the “soft” comma.
9
EXTRACTING ENTRIES FROM A RANGE OF PAGE NUMBERS
This can be done using the Page number option in the Utilities menu. Apart from the straightforward conversion of the whole index to page number order, the “page number” option also allows you to extract all the entries from a range of page, volume or page/volume numbers into a separate file. Just choose option B after pressing P for the Page number option and put in the first and last page and/or volume number required and then choose a file name.
10
ELISION (‘Squashing’ page ranges)
Styles: you can set the Merge program to several different styles - we call these ‘squashes’. This name dates from the earliest version of MACREX in 1972. We could have changed it to ‘elision’, but we rather like it, so we’ve kept it.
The number of styles has increased, and the names of some of them have changed, over the years. If you want to use your own style and ignore the ones we suggest you can change option F - Squash page references to ‘No’.
If you leave option F as ‘Yes’ there are several different styles accessible from option G - Type of Squash on the Merge options menu. An explanation appears on screen when you press option G: ‘This option determines the way in which concatenated page references will be treated. E.g. “111-117” will be “squashed” to “111-7” on maximum but to “111-17” on the Oxford Guide to Style (previously Hart’s Rules) which is the default setting.
Here’s a run-down of the settings other than Oxford Guide to Style (Hart’s Rules) settings most frequently used by British indexers (we also provide settings for three different Chicago Manual of Style elision styles).
The option ‘Unsquash’ is in fact what is also known as ‘full-out’, i.e. if you type in 111-7 or 111-17 and have chosen this option, what will appear is 111-117 when you press Enter to complete the entry. This option is recommended in ISO 999 and is probably the most commonly used setting worldwide.
The ‘Penguin’ option (versions 7 and 8 only) is becoming more and more frequently used. We called it Penguin because we were alerted to its existence first by someone doing an index for Penguin, but it is used by many other publishers as well. The principle is that numbers should be squashed to the maximum, except that the squash must not encompass 0s and teens are not squashed, e.g.
cheese 100-101, cows, 20-22, dogs 240-47, elephants, 117-18, monkeys, 83-7, ostriches 14-15, servals 127-8.
If you find you are asked to use a completely different ‘squashing’ method from any offered, get in touch with us and we will try to incorporate it into the program.
11
SMALL CAPS (versions 7 and 8 only)
To use small caps in your index the codes needed are {[A]}Small Caps{[a]}. These codes will be converted to small caps in your RTF file. If you type {[A]}Small Caps{[a]} you will find that the capital letters remain as large caps and that the lower case letters are converted to small caps. There's also a short cut CTRL-SHIFT-A which will automatically produce the codes for small caps and position the cursor between the two codes so that you can type the text you need immediately.
12
Punctuation of page ranges in MACREX
When making entries in MACREX you need to type a hyphen to link numbers in a range, but you can change this to anything else - an en-dash, em-dash, the word ‘to’ etc., at the print stage. The option to check is in the Output/Print menu under Change and Check Layout menu H - page number concatenator. There is a macro for an en-dash in MACREX <ALT>- (alt-hyphen). It’s often hard to distinguish between the appearance of the hyphen and the en-dash, but the en-dash is definitely longer than the hyphen.
14
RESTYLE OPTION
It has become obvious to us from posts on Sideline that we have not advertised the existence of the Restyle option well enough. ReStyle was incorporated into the main Macrex program in 1991 (and was previously a stand-alone utility sent out with Macrex from 1987). To locate this feature press U from the Main Menu (v7 or 8) and then S. If you have a version 7 manual you can find ReStyle described in section 9 - Utilities - subsection 9.6; if you have version 8 this part of the version 7 manual is reproduced in the temporary help file “Version 7 Macrex Utilities Subprogram”.
ReStyle allows you to capitalize/convert to lower case, embolden, italicize (ReStyle still says “underline” but should read“italicize”) main headings, subheadings at any level, locators (volume number and/or page numbers) and/or cross-references - at a stroke. For headings and subheadings you can choose to restyle the first letter, first word, or whole heading; for “page numbers” you can choose to restyle page numbers, volume numbers or both.
Probably the most frequently used ReStyle option is emboldening all main headings. To do this, type U, then S from the Main Menu, put the cursor on level 1, move it down to “bold” and type H (upper case). Then press Enter. When you go back to your index you will find that all the main headings are in bold. To cancel this, just go back to ReStyle (U - S from the Main Menu) and type lower case h where previously you typed upper case H and press Enter.
WARNING: Another frequently used application for ReStyle is to capitalize all first letters - which works fine, but DON’T reverse the process. If you do, you’ll find all your proper names beginning with a lower case letter.
If you only want to embolden certain headings there is is a new macro in version 8 (CTRL-SHIFT-B) which will produce the Macrex bold codes and position the cursor between the two backslashes. For more information on this (and other similar macros for italics, super- and sub-scripts and small caps) look in the version 8 help file “Keystroke shortcuts”.
It’s also possible in version 8 to capitalize (or change to lower case) the first letter of any word in a heading. You can find these keystrokes described in the “Editing keystrokes” help file - at the bottom of the list “Changing the text while editing an entry”.
15
MAKING CUMULATIVE BACKUPS IN MACREX
By cumulative backups, we mean that every time you back up a completely new backup file is made. This means that if you accidentally do something bad to your index but don’t realise and back up, you don’t overwrite your previous (good) backup file with the current (bad) index. If you do find out that this has happened you can step back sequentially until you find the last good copy.
There are three options relating to cumulative backups in version 8 of Macrex, although there’s only one in v7. In version 7 you have to make backups deliberately; in version 8 the default is for a backup to be made every time you exit the program.
The option common to both version 7 and version 8 is on Options menu 1, option 3 - Cumulative backup?. This option can be used to make a backup file with a new name that is generated automatically whenever you make backup file. The same option also appears on the Backup file submenu when you are making a backup file (both v7 and v8). The setting (Yes/No) for this option will be saved whenever you save a MACREX options file. If it is set to Yes the prompt for overwriting a file name will not appear when making a backup file with the same name as a previous one. Instead a unique new file name will be generated for each save with a distinctive name. Each file has an MBK extension.
In version 8 only, If MACREX Options Menu 2, H - Cumulative backup on exit? is set to Yes a cumulative backup file will be made in the same way every time you exit from MACREX. The file name will follow the same process as for option 3 on Options menu 1 but means that if you accidentally make changes that you really did not want to your index, you can abandon it, start a new one, and load most recent backup file before the changes.
Again in version 8 only, the setting for the number of cumulative backup files (on MACREX Options Menu 2, option I - Number of cumulative backup files?) limits the total number of files that will be generated before the first is overwritten. The default is 5, so when you make a sixth backup the oldest existing backup file will be deleted.
16
MORE ON MACROS
Many MACREX users like to make a macro for backing up, and this has been possible since version 5 - all you need to do after choosing your macro key combination is to include all the keystrokes involved in making a backup file and getting back to the Inspect screen.
In version 8 we have included special keystrokes specifically for making macros, which “hard-set” the options (e.g. insert on/off, wildcards on/off) so that the macro will work in any circumstance. In addition we have added two extra keystrokes which allow you to go back to the exact screen you left before making the macro. ALT-L stores the current screen, and ALT-SHIFT-L takes you back to that screen from wherever you are.
The information for these options can be found in the v8 help files - the relevant help files are General Options Menu 1, General Options Menu 2, and Macros (see especially “Special keystrokes for use with macros”).
17
VERSION 8 FEATURES:
All features from previous versions of Macrex are present in version 8, but there are many new features. These include an autocomplete / authority file option; an option to change all headings when one is changed; the use of a single keystroke to create an RTF or text file; the .MWP settings for making an RTF file are now loaded into the program as the default although a layout file (press P and then L from the outPut menu and choose one of the STANDARD*.LAY files) needs to be loaded (see”Help for previous users”); a completely redesigned main menu; help files accessible from the program and online documentation; more built-in macros - and many more new features - contact us for details. Existing users can load backup files from any previous version of MACREX into version 8, and settings saved in version 6 or 7 can be loaded into version 8. Version 8 has retained nearly all the keystrokes from version 7 so that upgrading to version 8 should be almost seamless.
18
MAKING AN INSTANT .RTF FILE IN VERSION 8 (option F from the Main Menu)
The F option in version 8 will, by default, produce an index in what we hope is the most commonly used format; however, if you wish to you can produce an index from option F in exactly the format you want. To set this up, load STANDARD.LAY (indented subheadings) or STANDARDRUNON.LAY (run-on subheadings) into the Print/Output subprogram, change any of the options you feel need changing (there’s a complete list in the help files), make a series of .RTF files until you’re satisfied that the layout is exactly what you want, and then call up option Q and choose option A - Save current layout as a QSU file, and instead of just pressing Enter and choosing the file name suggested, click, or press F5 to bring down “rtfdefault.qsu” and press Enter twice and confirm that you want to overwrite the existing file. From then on, pressing F will produce the index in your chosen format. You can change this at any time, and if you find you want the original back just let us know and we’ll email you a copy.
19
TURNING OFF AUTHORITY LIST/AUTOCOMPLETE (Version 8 only)
You can turn off the authority table altogether, or turn it off for editing and turn it on again when adding more entries, by going to the Authority Table Options Menu, choosing option B (Use table of authorities) and changing this from Yes to No. If you don’t want to use END to pick up a heading from the autocomplete box you can choose to use ALT-END or CTRL-ALT-E instead by changing option Y on Options Menu 2 to “No”.
20
KEYWORDS
Keywords can be made from practically anywhere in the program in version 8 by pressing<CTRL><SHIFT>K. This option, which is described in detail in the Keywords help file, is far more versatile than the older option (CTRL-A), although CTRL-A will still work in exactly the same say as it did in earlier versions of the program.
21
YANK TOGGLE
Most users are familiar with F5 (the “Yank”feature) which allows you to pick up headings or subheadings from anywhere on the screen, but not many realise that there is a toggle which allows you to pick up a single word rather than a heading and put it into the entry you’re working on. Simply press F2 after pressing F5. A single word will be highlighted rather than the whole heading. Pressing F2 again will highlight the whole heading again.
22
RESTRICTING THE RANGE OF PAGES OF YOUR TEXT (version 8 only)
You can set the first and last page and/or volume number of the text being indexed and be alerted when you key in an out-of-range locator. You can find this option in Merge options Menu 2 (M for Merge, C for Change options, 0 - zero - to get to the Menu 2). You can also check existing indexes for out-of-range page numbers - look at option J - tag pages out of range. If you need help for this feature press L.
23
KEYSTROKES SHORTCUTS HELP FILE (version 8 only) We now include alternatives for most of the Macrex keystrokes. These were introduced initially for for Mac users, but can also be very helpful for people with laptops with unusual keyboard layouts, and for some new desktop keyboards too. Macs and some keyboards don’t have the NumLock and Scroll Lock keys; CTRL-SHIFT-N will switch the num lock function on and off and CTRL-SHIFT-G will do the same for the Scroll lock.
24
MOVING TO VERSION 8 from VERSION 7:
1 LOADING KEYWORDS AND MACROS MADE IN VERSION 7 INTO VERSION 8
We have mentioned before that Macrex offers the facility to load a backup file made with any version of Macrex into any other version of the program. In addition, it is very easy to transfer keywords and macros from version 7 to version 8.
2 VERSION 7 UTILITIES
Users of version 8 who have upgraded from version 7 may be concerned that they cannot find the Utility programs available in version 7. However, STRIPNT.EXE, HEADINGSNT.EXE, VOLFRIG.EXE and SELECTNT.EXE are all included in the version 8 distribution. You will find them all in your “indexes” folder which can be accessed either from the Command prompt or via Windows Explorer. Please note, however, that these utility programs CANNOT be used with Windows 7.
25
IMPORTING AND EXPORTING SPREADSHEETS IN MACREX (Versions 7 and 8)
When MACREX imports a comma delimited text file (ie simply a comma separating each field) it will treat each comma as generating a new heading level. However, if the spreadsheet or database file is exported as a comma / quote delimited file, MACREX can import this more intelligently. For example if Jones, A.B. was in the first field and page references such as 111, 213 in the second, the export file would read
"Jones, A. B.","111, 213"
In this case MACREX will convert all the commas within a field to “soft” commas except in the final field. For the final field it will check if it consists of page references, and if so it will leave them as “hard” commas. Although many programs will export a comma / quote delimited file, Microsoft Excel versions 2003 and 2007 do not, although earlier versions did this. However Microsoft provide a macro to do this. It is a bit tortuous, but it does work. It is on http://support.microsoft.com/kb/291296/en-us.
If the file you wish to import has separate fields for “surname” and “first name” you will need to merge the two fields to one by saving the file as a CSV (Comma-Separated Values) file from Microsoft Excel, and then using Notepad (a text editor supplied with all versions of Windows in the Accessories folder) to put curly braces around the commas. Note that if each locator has a separate field, these fields will similarly need to be merged and re-imported into the spreadsheet before exporting to Macrex, so that all the locators appear in the final field and will be recognised by Macrex as locators rather than text.
Macrex 8 provides specific saving and loading options for spreadsheets:
You can import a file using “Import a file” from the first drop-down menu on the Main Menu, or “R - Read and Correct a backup file or Import a file” from the Utilities subprogram. It’s possible to choose between a text file or a database file (option A). Choosing the former will import a comma-delimited file, while the latter will read a comma / quote delimited file. Option B allows you to set the character coding for accented characters etc. To export a file to a spreadsheet or database, click on the “Output” tag and choose “Database/text output” or, alternatively, choose “E - Export a file” from the Utilities submenu.
26
LOCATING ALL ENTRIES WITH ONLY ONE REFERENCE
Go go Utilities submenu, choose Index Statistics, and then choose Page refs per entry. At option A (maximum number of page refs) change from 5 (the default) to 1. Then change option B (tag excessive page references) to Yes.
Leave as (or change) option C (text to tag references) to {!!}.
Press M twice (this will return you to the Main Menu). All entries with more than one reference will be tagged.
Then, back in your index, turn on wildcards by pressing F2 until “Ignore case, with wild” appears, choose Boolean grouping (CTRL-SHIFT-H).
For first string, type
?* <enter>
Then choose AND NOT as the Boolean operator.
For the second string choose
\{\!\!\}<enter> [each character must be preceded with a backslash]
You will then be presented with all the entries with only one page reference/locator, grouped.
27
CONVERTING AN INDEX FROM WORD DOC OR RTF FORMAT TO MACREX MBK FORMAT
If you are having trouble converting a Word document to an MBK file please get in touch with us. We have a sheet which we can send you which summarizes the process needed to convert files. Note that you can use the underline key to indicate where subheadings, sub-subheadings, etc. should be duplicated. These underlines will be converted to repeated headings, subheadings, etc. if you use the option “Import a file”.
28
THE MACREX QUERY FILE
Any entry beginning with a query (?) is filed (in entry order and not sorted or printed) at the end of the index. This is where you can put your questions for the publisher, notes on typos and other mistakes, reminders to check names in dictionaries, etc. Some people use the query file as a half-way house before deleting entries. If you're not sure you really want to get rid of an entry you can precede it with a query and retrieve it later if necessary. Yet others use the query file as a half-way house when making entries - they put all the entries for the day in the query file (this means that all the entries appear in the order in which they were typed) and only remove the question mark at the end of the indexing session, having rechecked all the entries already made.
To find queries type
?<enter> (versions 7 and 8)
(or \?<enter> if you are searching using wildcards (v6; optional in v7 and v8)
at the ==Ready prompt.
Although the query file is not normally printed you can do so by choosing ? as the first letter and ? as the last letter for printing.
29
SEARCHING AND REPLACING THE MACREX 'RESERVED' CHARACTERS ? ^ \ - $ [ ] *
In v7 and v8, at the top centre of the Inspect and edit screen there is a message that tells you the current method that will be used for searching. the four options are:
Ignore case/no wild
Respect case/no wild
Ignore case/with wild
Respect case/with wild
You can rotate between these options by pressing F2. The term "wild" applies to the use of wildcards. These allow ambiguous searches (see below) that can be very useful. (Wildcards are always active on MACREX Version 6.) When one of the"with wild" options is selected, some characters (those which are also used as 'wildcards' themselves) need to be preceded by a backslash when using + or - (search forwards and backwards), CTRL A (search and replace), CTRL H (group) and CTRL-SHIFT-H (Boolean grouping).
When wildcards are turned off, all except the hyphen can be found or grouped by simply typing the single character (?,^,\). To GROUP (CTRL-H) all hyphenated words (e.g.'Bowes-Lyon', 'self-assessment') or page ranges you need to precede the hyphen with a backslash even when wildcards are turned on; the hyphen by itself is fine when using + or - or CTRL-A (search and replace).
When wildcards are turned on, to find a question mark (?) in the index type
\?<enter>
to find a caret(^) type
\^<enter>
to find a hyphen (-) type
\-<enter>
and to find a backslash (\) type
\\<enter>
When searching and replacing you only need to use the backslash in the 'Find' string. Thus, to replace
^language^
with
^linguistics^
you should type
\^language\^
at the 'Find' prompt
and
^linguistics^
at the Replace prompt.
30
USING WILDCARDS
(a) the caret sign ^
^ (the caret sign) has two quite separate uses in MACREX. Most users know that any text enclosed in ^^ indicates underlined or italic text. However, in editing, ^ has a quite different meaning. If you search for, e.g.
^houses
you will only find entries beginning with
houses
rather than all entries containing the word houses, e.g. 'town houses', 'country houses'
(b) the dollar sign $
Text or figures followed by $ will only look for that text at the end of the entry.
:a$
will only find an entry ending with an alphabetical character (:a - alphabetical character)
(this can be useful for locating entries without page numbers)
while
:d$
will only find an entry ending with a number (:d - digit)
<space>?4:d$
will find all the entries ending with the page numbers 40, 41, 42, 43, 44, 45, 46, 47, 48 and 49.
31
LOOKING FOR DATES IN ENTRIES
If, as is most likely, the dates in your entries consist of four digits (1945, 1789 etc.) and you have fewer than 1000 pages in the book you are indexing, a good way to locate the entries containing dates is to use
:d:d:d:d
as your search or group text. :d is a wildcard which will find numbers only (see above). So :d:d:d:d will find any number between 1000 and 9999. If you want to refine the search you can combine the wildcard with actual numbers; e.g. 19:d:d will find dates between 1900 and 1999 and 18:d:d will find dates between 1800 and 1899.
If you have a date at the end of an entry before the locators you will need to add a “blocker” (F7) after the date so that it doesn’t get confused with the locators.
32
SHORTCUT TO SAVE TO DISK
ALT 1 will allow you to save the index to disk while on the A - Add entries or the I - add, Inspect and edit menu without going back to the main menu.
33
LAYOUT OPTIONS MENUS SHORTCUTS (N.B. THESE ARE NOT SHOWN ON THE SCREEN UNTIL v8)
Press 1 from the main OutPut menu and you will get Change and Check Layout menu 1; press 2 from the main OutPut menu and you will get Change and Check Layout menu 2; press 3 from the main OutPut menu and you will get Change and Check Layout menu 3; press 4 from the main OutPut menu and you will get the Macrex Volume/Page number menu (also accessed from option J on menu 2)
34
CONTROL KEY ALTERNATIVES TO FUNCTION KEYS
If you hate moving your hand out of the normal typing position to prod your function keys try these alternatives (they don't necessarily work in reverse!)
F1 - CTRL Q
F2 - CTRL C
F3 - CTRL O (but this doesn't do an 'intelligent' flip)
F4 - CTRL B
F5 - CTRL F
F6 - CTRL T
F12 - CTRL K (but F12 isn't an alternative for CTRL K meaning Goto line)
Also -
Insert on/off - CTRL V
Home - CTRL E
End - CTRL X
35
SEARCHING FOR NUMBERS (see tip 5 for searching for single and double digit numbers)
When using + or - or CTRL A (find and replace) you can simply type the number (e.g. +245 or -245).
In v7 and f8, press F2 until the message at the top centre of the screen reads Ignore case/no wild and you can select entries simply by typing 245<CTRL-H>. On version 6, or if you have with wild set on v7 or v8, you must precede the number with a ?. So to group all the entries on page 245 type
?245<CTRL H>
36
USING THE HEADINGS FROM A PREVIOUS INDEX AS THE BASIS FOR A NEW INDEX (v7 and earlier; in v8 see Authority/Autocomplete Options help file)
Use the backup file from your previous index. UNLESS YOU HAVE WINDOWS 7 - which doesn’t allow you to use the Macrex Utility programs) at the Command prompt (not in MACREX) type
HEADINGSNT<return>
You will then be given a choice of two options:
1 to make a list of all the main headings
2 to strip all the page numbers from each entry
Choose option 1. Enter the name of your MBK file and choose a new name for the headings list. Press <RETURN> at the next two prompts and your heading list will be created. This can be loaded into a new index as though it were a backup file. It doesn't matter what the backup file is called - any or no extension is acceptable.
37
JOINING INDEX FILES
Open a new (empty) index and load each MBK file you wish to cumulate into it, use option U - Utilities menu from the main menu and then option R - Read and Correct a backup file in the. Now you can begin the mammoth task of editing the cumulated file!
38
IDENTIFYING DIFFERENT KINDS OF ENTRY
Press F2 until the message at the top centre of the screen reads Ignore case/with wild
Assuming that you have put titles in italics, to locate most (but not all) titles(entries beginning with an italicized letter) at the beginning of an entry type
^\^<CTRL H> (for use of backslash with reserved characters - in this case ^ - see tip 29)
This will produce on screen all the entries beginning with a caret.
To locate most (but not all) subjects (entries beginning with a lower-case letter) first of all press F2 so that the message at the top of the screen reads Search respects case and then type
^[a-z]
This will locate all the entries beginning with a lower-case in the entire index. (The [] are wildcards which indicate that any character within them is included in the search)
To locate all names in entries you can use {,} as the search string. There may well be some non-name entries containing {,} but you can ignore them. If you want to refine the search further you can combine elements in a search. For example (first turn wildcards ON),
^[ABCD]?*{,}
will find all the entries beginning with upper-case A, B, C and D which also contain {,}.
Entries without page numbers: If you’re making a list without page numbers you will get an alert asking for a page number after you’ve finished writing the entry. Just press Enter again and all will be well. If you inadvertently put an entry in twice you can remove this by pressing C from the Main Menu several times.
If you inadvertently load a backup file into an existing index using the R - Read a backup option you can similarly press C to remove duplicates. However, you may find that you have two different versions of the same entry so care is needed.
39
WORD RTF (RICH TEXT FORMAT) FILES
An RTF file is in fact a coded ASCII file (and therefore possible to send as an email or as a series of emails in an emergency) and can be read into any version of Word and into the more recent Windows versions of WordPerfect and many other word processors. It can also be read into Pagemaker and other publishing systems without any alteration being necessary.
To make a Word RTF file of your index you can either simply press F from the Main Menu, or press P for OutPut.
At the main OutPut menu press L and for version 8 users, load in one of the STANDARD.LAY files - choose the one which is closest to what you want. (US users and UK v7 and earlier users use a different system - see your manual). Now edit the file if you need to change the settings from those you see in front of you (for example, if you wish to have header letters omitted, more or fewer spaces between text and first page number, etc. etc.).
It is important to point out that any previous settings you may have made to the layout will be cancelled when you load in the layout file. When you have finished your alterations press RETURN to get back to the main OutPut menu. In version 8 THAT’S ALL YOU HAVE TO DO. You do not need to make any changes to O - Optional Printing Features. For earlier versions of the program see your manual.
Now press V (View index). Do not be put off by the appearance of the file at this moment! What you are seeing is not `gobblydegook’ but the coding necessary to make an RTF file. These codes will turn into indents, etc., when you load the file into Word or any of the other word processors comp atible with RTF. When you have seen enough, press F1 and then A (abandon). Now press W - make a word processor file and follow the instructions on screen. Your file will, if you are using version 8, automatically appear in your default word processor (usually Microsoft Word).
The file produced in this way will have the extension .RTF. If you save the file again in Word it will have a .DOC or DOCX extension by default.
DRAFT INDEX TO TIPS
This is a draft index to the tips. To download the .MBK file of this index for you to add, delete or modify entries click here.
alerts see error messages
alphabetical characters, wildcard to locate 30
ALT-1, to save to disk 32
ALT-END, use to access autocomplete/authority file in v8 of MACREX 19
ALT-F2 macro (for ‘see’) 8
ALT-hyphen, as macro for en-dash 1
ALT-L, to store current screen (when making macros) 15
ALT-left/right arrow 2
ALT-SHIFT-L, to return to current screen (when making macros) 15
ambiguous searches 29
AND NOT Boolean operator 26
Apple Macintosh users, keystrokes in v8 of MACREX for Mac users 23
arrow keys 2
asterisk, as wildcard, searching and replacing 29
authority file option in v8 of MACREX 17
turning off 19
autocomplete option in v8 of MACREX 17
turning off 19
automatic save 6
backing up your index (B - make a Backup file) 6
backslash
use with wildcard characters 29
see also bold text
backup files
cumulative 15
inadvertently loaded into existing index 38
loading into v8 from previous versions of MACREX 17
nature of 6
.BAK extension 15
‘blocker’ (F7), use after date as final text element in entry 31
bold text
backslash to produce bold text 1
emboldening complete headings 14
macro to produce 14
see also backslash
Boolean grouping 5
AND NOT Boolean operator 26
‘Number’ feature 5
use for identifying entries with only one locator 26
using wildcards 29
brackets (braces) see curly brackets; ‘soft’ comma; square brackets
C (combined sort and merge from Main Menu), to remove unwanted duplicates 38
capitalizing
first letter of every word in a heading 14
whole headings 14
see also case of letters
carets
grouping all entries beginning with a caret 38
as wildcards 30
searching and replacing 29
see also italics
case of letters
changing first letters 14
in headings, changing 14
lower-case letter as first letter of entry, grouping 38
see also letters
Change and Check Layout Options menus, shortcuts 33
changing case see case of letters
changing headings, in v8 of MACREX 17
codes
in .RTF file 39
for small caps 1, 11
for subscripts 1
for superscripts 1
text printed not sorted 1
text sorted not printed 1
comma-delimited text files, importing into MACREX 25
comma/quote delimited files, importing into MACREX 25
commas
before ‘see’ references 8
in database files, conversion to soft commas within a field 25
to separate headings 1
see also ‘soft’ comma
completing entries 4
concatenating page ranges see ‘squashing’ page ranges
control keys
as alternatives to function keys 34
CTRL-A
searching using wildcards 29
to make keywords 20
CTRL-B 34
CTRL-C 34
CTRL-E 34
CTRL-F 34
CTRL-H see grouping
CTRL-K 34
to locate an entry 1
CTRL-left/right arrow keys 2
CTRL-O 34
CTRL-Q 34
CTRL-ALT-E, use to access autocomplete/authority file in v8 of MACREX 19
CTRL-SHIFT-A macro for small caps 11
CTRL-SHIFT-G, as alternative to Scroll Lock in v8 of MACREX 23
CTRL-SHIFT-H see Boolean grouping
CTRL-SHIFT-K, to make keywords in v8 of MACREX 20
CTRL-SHIFT-N, as alternative to Num Lock in v8 of MACREX 23
CTRL-T 34
CTRL-V 34
CTRL-X 34
cross-references
restyling 14
see also ‘see’ references
CTRL and CTRL-SHIFT keys see control keys
cumulating files 37
cumulative backups, making 15
curly brackets
text printed not sorted 1
see also ‘soft’ commas
‘Current file specification’ 7
current screen, storing in macros 15
cursor
deleting all of entry to right of cursor 4
moving using arrow keys 2
size 1
database files, importing and exporting 25
dates in entries 31
locating 31
see also numbers in entries
deleting parts of an entry 4
desktop keyboards, alternative keystrokes in v8 of MACREX 23
digits, wildcard to locate 30
.DOC, DOCX extensions 39
dollar sign, as wildcard, searching and replacing 29
double digit locators, using Boolean grouping to group 5
doubling up entries by mistake 6, 38
down-arrow, to go to end of entry 2
duplicating entries
by mistake 6, 38
removing duplicates 38
‘Editing keystrokes’ help file 14
editing a page number order file, locating entries using CTRL-K 1
elision see ‘squashing’ page ranges
emboldening see bold
en-dashes
distinguishing from hyphens 12
macro 1
End key
control key alternative 34
use to access autocomplete/authority file in v8 of MACREX 19
changing keystroke 19
Enter key, to complete an entry 4
entries
accessing most recently typed entry 1
‘blockers’ (F7), use after date as final text element 31
completing 4
deleting all of entry to right of cursor 4
duplicated in error 6, 38
extracting all entries within a page range 9
grouping 5
identifying different kinds of entry 38
identifying with only one reference 26
locating by number 1
restyling 14
without locators 4, 38
error messages
entries without locators 4, 38
out of range locators 22
escape key
to access most recently added entry 1
to delete entry to right of cursor 4
use when changing file selection 7
existing index files, conversion to MACREX format 27
existing indexes, checking for out of range locators 22
Exit and Save 6
exiting the program, backup made each time 15
exporting spreadsheets in v7 and 8 of MACREX 25
extracting all entries within a page range into a separate file 9
F option, v8 of MACREX 18
F1 (etc.) keys see function keys
faulty index, abandoning 15
fields
database files to MACREX 25
merging 25
file selector screen, restricting choice 7
file selector screens, finding indexes 7
files, loading (reading) and saving (Make a backup file option) 6
‘Files matching’ 7
finding queries 28
finding text at beginning/end of entry 30
first letter of entry, restyling 14
first locator (volume or page number) of text, setting in v8 of MACREX 22
first word of entry, restyling 14
fonts see small caps
full-out page ranges 10
function keys
control key alternatives 34
F1 1, 34
F2 21, 29, 34
F3 34
F4 34
F5 21, 34
F6 34
F7 see ‘blocker’
F9, to repeat all locators from previous entry 3
F11, to repeat locator from previous entry 3
F12, control key alternative 34
‘gobbldegook’ in RTF files 39
grouping (CTRL-H)
all entries with same locator 5
entries with lower-case letter as first letter of entry 38
numbers in entries 5, 35
searching using wildcards 29
‘hard’ coding of macros 15
headings
changing all when one changed, in v8 of MACREX 17
moving one heading left/right 2
restyling 14
headings from a previous index, using as the basis for a new index 36
HEADINGSNT.EXE 24, 36
help files in v8 of MACREX 14, 17
hiding text from the sort 1
Home key, control key alternative 34
hyphens
searching and replacing 29
as wildcard, searching and replacing 29
identifying different kinds of entry 38
entries with only one locator 26
Ignore case/no wild 29
Ignore case/with wild 29
importing spreadsheets in v7 and 8 of MACREX 25
indexes
locating on file selector screen 7
made with other programs, conversion to MACREX format 27
.INF files in version 7 and earlier, locating 7
Insert On/Off 1
control key alternative 34
and ‘hard’ coding of macros 15
italics
carets to produce italic text 1
italicizing headings 14
macro to produce italic 14
see also carets
joining index files 37
keyboards, unusual layouts, accommodating in v8 of MACREX 23
keystroke shortcuts help file 14, 23
keystrokes, alternatives in v8 of MACREX 23
keywords
use in v8 of MACREX 20
v7, loading into v8 of MACREX 24
laptop keyboards, alternative keystrokes in v8 of MACREX 23
last locator (page or volume number) of text, setting in v8 of MACREX 22
layout files (.LAY files)
choosing for making .RTF files 39
use in v8 of MACREX 17
Layout options
changing 18
shortcuts to menus 33
left-arrow, to move cursor one character to the left 2
letters
wildcard to locate aphabetical characters 30
see also case of letters
line number, to locate entry 1
list of main headings, created using HEADINGSNT.EXE 36
loading (Reading) files 6
inadvertent loading of files 38
warning 6
see also Read a backup file!!
locating entries, using CTRL K 1
locators
out of range of text, alert 22
repeating 3, 4
restyling 14
stripping from existing .MBK file 36
lower-case letters see case of letters
Mac users, keystrokes in v8 of MACREX 23
macros
ALT-F2 macro for ‘see’ 8
ALT-hyphen as en-dash 1
for backing up index 16
built-in, in v8 of MACREX 17
CTRL-SHIFT-A for small caps 11
CTRL-SHIFT-B for bold 14
CTRL-SHIFT-I for italic 14
CTRL-SHIFT-T for superscript 14
CTRL-SHIFT-U for subscript 14
‘hard’ coding 16
loading v7 macros into v8 of MACREX 24
new keystrokes in version 8 16
Main Menu, redesign in v8 of MACREX 17
.MBK extension 15
.MBK files, use with HEADINGSNT.EXE 36
Merge subprogram
options 10
‘squashing’ (eliding) page ranges 10
merging, fields 25
Microsoft Excel, importing of files into MACREX 25
Microsoft Word
.DOC, DOCX extensions 39
existing index files, conversion to MACREX format 27
.RTF files 39
conversion to MACREX format 27
single keystroke in v8 of MACREX 17
single keystroke in v8 of MACREX 17
details 18
minus sign, to search up index 29
moving from v7 to v8 of MACREX 24
.MWP settings, use in v8 of MACREX 17
.MX8 files in version 8, locating 7
names in entries, grouping 38
Num Lock key, alternatives in v8 of MACREX 23
Number of cumulative backup files 15
‘Number’ feature (Boolean grouping) 5
numbers in entries 5
searching 5, 35
see also dates in entries; digits
O - Optional Printing Features menu 39
out of range locators, alert 22
OutPut options see Layout options; Q option
Page number option, Utilities menu, use for making new index from range of pages 9
page numbers see locators
page ranges in index
punctuation 12
searching using wildcards 29
‘squashing’ (eliding) 10
styles 10
pages of text
making a separate index from section of book 9
restricting range 22
panic button (F1) 1
‘Penguin’ squash (elision) of page ranges 10
plus sign, to search down index 29
previously created indexes, checking for out of range locators 22
punctuation, page ranges 12
Q option
in OutPut menu 18
to leave the program 6
.QSU file, use in v8 of MACREX 18
query file, uses 28
question mark
at beginning of entry 28
locating entries containing, wildcards on 29
Read a backup file (loading an index file) 6
inadvertent use 38
repeating all locators from previous entry 3
repeating last locator from previous entry 3, 4
replacing the MACREX ‘reserved’ characters 29
replacing text, and wildcards 29
‘reserved’ characters, searching and replacing 29
Respect case/no wild 29
Respect case/with wild 29
restricting the range of pages of your text 22
Restyle option (Utilities menu) 14
Return key see Enter key
returning to last entry, when using macros 16
reversing restyling 14
right-arrow, to move cursor one character to the right 2
.RTF files see Microsoft Word, .RTF files
RTFDEFAULT.QSU file 18
‘rubbish’ text in RTF files 39
save to disk, shortcut key 32
saving current layout to use for F from Main Menu 18
saving your index 6, 32
see also backing up
Scroll Lock key, alternatives in v8 of MACREX 23
searching, numbers in entries 5, 35
searching methods 29
searching for numbets 35
searching for ‘reserved’ characters 29
‘see’ references
added comma 8
checking for consistency 8
SELECTNT.EXE 24
shortcut to save to disk 32
single digit locators, using Boolean grouping to group 5
small caps 1, 11
‘soft’ commas
in names etc. 1
use in search string 38
use in ‘see’ references 8
spaces, automatically added before repeated locators 4
spreadsheets, importing and exporting 25
square brackets, as wildcards, searching and replacing 29
‘squashing’ page ranges 10
stand-alone utility programs 36
STANDARD*.LAY files in v8 of MACREX 17
starting a new index using backup file 15
STRIPNT.EXE 24
stripping of all locators, file created using HEADINGSNT.EXE 36
styles
page range ‘squashing’ (eliding) 10
using your own ‘squashing’ style 10
subjects, locating in index 38
subscript
code 1
macro to produce 14
superscript
code 1
macro to produce 14
symbols see asterisk; backslash; caret; dollar sign; hyphens; square brackets
text files
comma-delimited, importing into MACREX 25
created from Main Menu in v8 of MACREX 17
three-digit numbers, use with ‘Number’ option 5
tildes, for text sorted not printed 1
titles, identifying in index 38
toggling when using ‘yank’ (F5) 21
underlining headings 14
‘unsquash’ option 10
up-arrow, to go to beginning of entry 2
upgrading from v7 to v8 of MACREX 17
upper-case letters see case of letters
utilities, in V8 of MACREX 24
version 6, loading settings into v8 17
version 7, loading settings into v8 17
version 8, features 17
VOLFRIG.EXE 24
volume numbers
restyling 14
see also locators
wildcards
definition of ‘wild’ 29
alphabetical characters preceded by colon 30
caret and dollar sign 30
‘hard’ coding, use in macros 16
symbols see asterisk; backslash; caret; curly brackets; dollar sign; hyphens; square brackets
using to locate particular indexes in a folder 7
Windows 7 and MACREX stand-alone utility programs 24, 36
Word see Microsoft Word
word left, cursor to move 2
word right, cursor to move 2
words, hyphenated 29
yank (F5) toggle (F2) 21