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Participant
February 11, 2025
Question

My "solution" for repeated endnote references

  • February 11, 2025
  • 2 replies
  • 619 views

Hi team. 
I wanted to share what I do with documents using endnotes that want to have the same endnote referenced, using the same number, multiple times (sometimes many times) throughout a document. I couldn't find a good conversation about this in the forum and would love to hear others' solutions or thoughts on this one.

My team, among many other things, produce long documents in the health sector where various mentions of product benefits trigger inclusion of a disclaimer, for which we use endnotes.

Often, a product benefit is mentioned multiple times, sometimes many times, throughout a document.

To illustrate, we might have "wellness benefit" mentioned on page 2, with an automatic endnote linked to endnote #1. It's also mentioned on pages 3, 6, 9, and 16. Each time, the same #1 should appear. But then an edit comes in that adds a new endnote on page 1. "Wellness benefit" reference on page 2 would be updated automatically, but not the rest of them. Obviously this would cause headaches and slip ups trying to keep everything lined up, and puts the onus on the proofreader to mark up every # and keep track of the intended order of the endnotes.

My solution, while clunky, at least centralized things in a way that would leave no loose ends and takes the onus off of the reviewer:

I create a text variable for each disclaimer, named according to the benefit, set the value to the number of the endnote, and paste that in every subsequent mention of the benefit that should link to the disclaimer. I also create shared cross-references to bounce to the correct endnote for screen readers when needed. At the end I QC this by Finding every instance of superscript numbers and look for non-linked characters without the hidden-text variable box around them.

Obviously this is still slow on my end and a bit frustrating to work with (especially since while having the text variable modal open you can't work on anything else), and I'm looking into creating a UXP plugin that tracks each instance of the variable and lets you set their values quickly in a single window. Who knows when or if I'll get to that.

What do you think, world?

2 replies

Robert at ID-Tasker
Legend
February 11, 2025

@William Doran 

 

Do you prepare your documents for printing or ePUB? Or both?

 

Participant
February 11, 2025

Primarily print. Not ePUB per se but I commonly do quick passes for interactivity/screen readers for posting on the web.

Robert at ID-Tasker
Legend
February 11, 2025

@William Doran 

 

Please check your messages - envelope icon in the top-right corner.

 

FRIdNGE
February 11, 2025

You could use an invisible auto-num for your Endnotes and catch its numbering in the Text Variable with something like this:

 

<paraNum />

 

If you add or remove Endnotes later, you will just need to update the Cross-Refs. 1 click!  😉

 

(^/)  The Jedi

Participant
February 11, 2025

Hey Jedi, this seems promising but I'm guessing I'm not quite advanced in the art of variables to fully understand. How exactly would you set this up in the Cross-References and Text Variable panels?

Participant
February 11, 2025

Actually, I think I got there. Text Variables panel not involved, though. Added list numbering to endnote paragraph style with a character style making it invisible and zero-width. Added cross reference looking for endnote paragraph style with the format set to Paragraph Number and char style set to Superscript (same as the one for Endnote references). However the name listed in the cross-references panel is just the number, so I'm not sure this will be clear enough to manage when things start to move around. I'll report back.