Skip to main content
New Participant
September 3, 2024
Question

Two sets of footnotes in InDesign

  • September 3, 2024
  • 7 replies
  • 3287 views

Folks, I have a word manuscript with 8000 footnotes and about a 1000 endnotes. 

The author wants the endnotes to appear as a second set of footnotes at the bottom of every page, with star dagger series as placeholders. 

 

I dont want to do this manually. Any changes to text implies I'll be buried with several manual changes. 

 

Please advise best course of action. 

7 replies

A2D2
Inspiring
November 22, 2024

In the latest edition of InDesign CC is it possible to thread the endnote story accross pages? So to have two series of 'footnotes' in a document we would have as follows:

 

  • Series 1: built-in footnotes at bottom of page
  • Series 2: built-in endnotes in independent story which is threaded according at will e.g. at the end of the story, end of the book, from page margin to page margin.

 

Would this work?

 

So this would be what the Footwork v.3 plugin does?

 

It may be useful to keep in mind that, of course, multiple series of footnotes is a fairly basic feature in InDesign if they are relating to different stories. But the purpose of this conversation is the best way to get multiple series of footnotes for THE SAME STORY.

 

As has already been identified, a key consideration for multiple series of footnotes is to figure out the references for the multiple series. Some series can get pretty ugly if they get too long e.g. Roman numerals, letters, or asterisks and daggers ... but if the series is short or restarts each page it should be fine.

Robert at ID-Tasker
Brainiac
November 22, 2024

@A2D2

 

Can you share a sample document - can be on priv? 

 

A2D2
Inspiring
November 22, 2024

Hi @Robert at ID-Tasker . A sample document for what? The image I shared of Richard Fitznigel, Dialogus de Scaccario, and Constitutio Domus Regis? Sorry, i didn't do the layout so I do not have anything to share.

 

A point to note is that this book was typeset almost 20 years ago so somebody in our design community must have the knowledge 🙂 Maybe it was just a manual job

A2D2
Inspiring
November 22, 2024

@James Gifford—NitroPress To build upon a previous comment about critical editions (e.g. of ancient texts). The need for multiple series of footnotes arises, for example, when a text is published and then the editor has a series of footnotes to mention alternative spellings or words given in different manuscripts; and then in another series of footnotes the editor provides commentary on the text. There are other ways to do this and some scholarly texts have a system of 'critical apparatus' (apparatus criticus; 'app crit') where they refer to line numbers rather than use notes ... but, yes, this is a pretty niche area.

 

The image below is from page 90 of Richard Fitznigel, Dialogus de Scaccario, and Constitutio Domus Regis: The Dialogue of the Exchequer, and The Disposition of the Royal Household ed. and trans. ‎Emilie Amt (OUP, 2007). Series: Oxford Medieval Texts.

Link on Google Books: https://www.google.co.uk/books/edition/Dialogus_de_Scaccario_and_Constitutio_Do/qZ8VDAAAQBAJ

 

 

 

 

James Gifford—NitroPress
Brainiac
November 22, 2024

Thanks for the detailed explanation. I am passingly familiar with this level of scholastic/literary publishing — Sir Richard Francis Burton and his milieu were a big part of my interests for many years, and until you've had to typeset ten langauges in five alphabets on one page (plus footnotes), often within sentences... you just ain't had fun. 🙂

 

My only comment here is that unless there's a word processor out there oriented towards these specialized needs, it's always going to be a case of workarounds, plugins, script and so forth — or doing it wholly with manual methods. I don't know of any mainstream tool (including ID) that can manage more than one stream each of foot and end notes with inherent features. But it looks as if solutions are out there, if you dig deep enough.

A2D2
Inspiring
November 26, 2024

Good point: if an author can't type, organise, structure, and present a text in a word processor, then one could hardly expect a designer to design it in ID unless by manual means.

 

I haven't been able to discover the exact publication worflow used by publishers of critical editions but it seems that scholars are indeed using specialist word processors such as Classical Text Editor (CTE) to annotate a text and produce "camera ready copy" . So publishers are missing out the typesetting/design step which helps explain why nobody in this forum  has much experience of these type of texts.

 

Here are some other links which may be of interest:

https://epidoc.stoa.org/gl/latest/supp-apparatus.html

https://en.wikipedia.org/wiki/Critical_apparatus

https://tei-c.org/release/doc/tei-p5-doc/en/html/TC.html

 

FRIdNGE
Inspiring
September 4, 2024

Hmm! … Not sure a complex approach would be necessary. 😉

 

Quickly manually done for test but:

 

• Only using the InDesign basic "Footnote" feature [all the footnotes in the screenshot are true footnotes]

 

• About the 2 footnotes numberings [1, 2,  … (on document) and †, ††, … (on page)] and the placing of the original endnotes [†, ††, …] at the bottom of each page under the orginal footnotes [1, 2, 3, …], it could be done by a Script.

 

 

(^/)  The Jedi

Robert at ID-Tasker
Brainiac
September 4, 2024

@FRIdNGE

 

Away from my laptop so can't check myself. 

 

Are you saying that you've moved contents of the Footnote - re-arranged order - and InDesign is keeping this new order?

 

Obi-wan Kenobi
Brainiac
September 4, 2024

But you've said that - initially - you've done it manually? 

 


Just because the Script only exists at the moment in my mind!  Aha!

 

(^/)

TᴀW
Brainiac
September 4, 2024

P.S. My main concern with what you've stated is the star dagger system for numbering 1000 endnotes.

If I'm not mistaken (but please double check), with endnotes you cannot tell the numbering to restart on every page as you can with footnotes.

This means that, towards the end of the book, you will end up with an endnote number that includes a thousands daggers, stars, and the rest of it. That can't be right!

TᴀW
Brainiac
September 4, 2024

Hi @Aditya29661206czt4 

If you've got a document that has 8000 regular InDesign footnotes, and 1000 regular endnotes, and you simply want the endnotes to appear at the bottom of each page rather than at the end of the each chapter, such a layout is supported by my (not free) Footwork add-on: https://www.id-extras.com/products/footwork/

It will lay out the pages for you: It shortens the main text frame on each page to make just the right room for the endnote frame, and then threads the endnote story at the bottom of each page, resizing it to fit.

It makes sure the correct endnotes appear on each page automatically.

In the second screenshot on the page I linked to above, you'll see a similar layout. Except that here Footwork is managing (i.e. automatically placing the frame on each page and making it the right size) the second text (which is a translation of the main text, and is a separate, regular InDesign story), and the second set of footnotes (which are simply a commentary on the translation) are regular InDesign footnotes (so there are no endnotes).

But it can work fine with endnotes too.

I think this configuration is pretty common, so though I agree with @James Gifford—NitroPress that often too many comments on a page and double sets of footnotes, or very long footnotes, are a sign of poor planning on the author's part, nevertheless in many cases of complex critical texts double sets of footnotes are required and are the best and simplest method to handle everything neatly.

I'd be happy to work on a complex typesetting project like this with Footwork!

James Gifford—NitroPress
Brainiac
September 3, 2024

Please advise best course of action.

 

I assume running away very fast is not "best"? 🙂

 

My first thought is that I hope this project is in meticulously created and maintained Word, because documents of vastly smaller scale can spin problems left and right trying to get footnotes, endnotes and especially both to import without fault... as a start. My second thought is that I hope it's not all one Word file, because an Eiffel Tower made of blown glass would be more stable to work with.

 

But that aside, I think the author is being quite unreasonable. I've never seen a book of any type, including bilingual books on complex topics like theology, that needed a double footnote system. Footnotes are footnotes, conceptually, functionally and in overall information presentation. End notes are the same things but to different ends. Trying to double them, blend them, etc. indicates (nine times out of ten) an author who really doesn't know what they're doing, or what they're asking of either the designer or the reader. The information should be divided between (page) footnotes and (chapter-end) end notes, according to very, very mature publishing and information-management rules.

 

It will come as no surprise that InDesign can't handle a double set of either, and nor can any publication tool I know of, including the mighty FrameMaker. There's a reason they don't support this model: see above.

 

It's possible scripting and/or an elaborate automation system (which is Robert's specialty) could make it happen, but it's likely to be a "dead link" setup wherein after conversion, the reference markers and referenced text have to be managed manually. It would take whopping effort to create a plugin, of any kind that could let you double up the two features in an automated, interactive way.

 

So I suggest one of the two following options:

  • Tell the author they are being unreasonably complicated with their presentation, which cannot be easily handled by even the best layout and publication system, and get them to choose footnote-v-endnote for each of these 9,000 elements.
  • Or, tell the author who wishes to reinvent book format to the end goal of total unreadability that it's going to be a manual job, and the hours and per-page costs are going to mount up in equally staggering fashion.

 

Or just run. Some jobs are just not worth any fee because getting to a mutually acceptable result, and full payment, may be somewhere between "not worth it" and impossible.

 

Robert at ID-Tasker
Brainiac
September 3, 2024

Fun fact 😉 back in 2002, I've created kind of Footnotes functionality for ID 2.0.2 - before it has been added in CS2.

It wasn't automatic - but worked well enough.

Extra TextFrames were created under every TF of the Main Story and linked, as a new Footnotes story, then user would navigate between those TFs - though the script's window so no mouse needed - left/right arrows for next/prev or with Shift +10/-10 - and increase / decrease height of the TF - up/down arrows +/-1 or with SHIFT +/- 10 - and also top TextWrap, Ctrl + up/down arrows - to fit contents of the corresponding Footnotes.

Same techinque - but with added automation - will be implemented in the IDT.

So, technically, it would be possiblle to have more than one kind of Footnotes - or any Notes, as there would be no problem to handle Side Notes as well.

 

Robert at ID-Tasker
Brainiac
September 3, 2024

Can they be mixed - or each one as a separate block of text?

 

New Participant
September 3, 2024

They need to be a separate block of text. One with numbers 1,2,3.... and others with star, dagger, double dagger and so fort. 

quote

Can they be mixed - or each one as a separate block of text?

 


By @Robert at ID-Tasker