Cross-Referencing in MS Word

In our Web-conscious society, it may be a temptation to use hyperlinks in a long Word document to refer readers to areas in the same document, so that they can immediate jump to the reference. A more traditional (and more commonly used) technique is to use cross-references. Anyone who has done any research should be familiar with cross-referencing -- it usually features phrases such as "For detailed statistics, see Table 2" or "See 'How to Read Statistics' later in this document."

Cross-references are easy to set up in MS Word, and you have several options to choose from. You can add cross-references that point to a variety of objects, such as figures and tables. You can also reference text using two different techniques: styles and bookmarks.

Adding A Cross-Reference To A Table Or Figure Let's suppose that you want to have a cross reference on page 8 of your document that refers to a table on page 10. The reference text reads "For detailed statistics, see Table 2." The table on page 10 has the caption: Table 2: Marriage Statistics by County. A cross-reference consists of two parts: the static text that describes what you're pointing to and the reference itself. For example, in our example "For detailed statistics, see Table 2," everything up to "Table 2" is static text. To add a cross-reference pointing to Table 2:

  1. Type the text you want for the static text. For example, enter "For detailed statistics, see" followed by a space.
  2. Use the Insert/Cross-Reference (Word 97 or 2000) or Insert/Reference/Cross-Reference (Word 2002 and 2003) command to open the Cross-reference dialog box.
  3. There are a variety of object types you can reference in the "Reference type" pull-down menu. In our example, choose Table.
  4. In the "For which caption" section of the dialog box, Word will display all the tables currently defined in the document that contain captions. Choose the table you want to reference, which in this case is Table 2: Marriage Statistics by County."
  5. In the "Insert reference to:" pull-down menu, select what you want the cross-reference to display: · Entire caption will display "Table 2: Marriage Statistics by County." · Only label and number will display "Table 2." · Only caption text will display "Marriage Statistics by County." · Page number will display the page number where the table begins. If this option is selected, Word will enable the "Include above/below" checkbox -- see next option. · Above/below will insert the word "above" or "below" depending on where the table is relative to the cross-reference. Since our table is on page 10 and we're inserting the cross-reference on page 8, "below" will be displayed.
  6. If you want the reference to act as a hyperlink, check the "Insert as hyperlink" box.
  7. The "Cross-reference" dialog box doesn't disappear automatically. If you want to add other information to the citation, position your cursor anywhere in the text and insert as many other cross-reference elements as you wish, such as the page number of the table. (In this example, we only want the entire caption in the cross-reference citation, so we would skip this step.)
  8. When you are done, click on the Insert button in the "Cross-reference" dialog box. Adding A Reference To Text You can also add a cross-reference to a section of your document. For instance, if you have a section titled "Marriage Trends 1993-2003" later in the document, you can include a cross-reference to this section in one of two ways:

    A) Make sure the title of the section uses a Heading style (Heading 1, Heading 2, etc.). If it doesn't, you can use the Format/Styles and Formatting commands to get started.

    B) Apply a bookmark to the beginning of the text. Once the section title has either a heading style or is associated with a bookmark, you can insert the cross-reference.

    The process is similar to the steps for adding a cross-reference to a table or figure: Enter the static text for the citation, use the Insert/Cross-reference (or Insert/Reference/Cross-reference) command, choose Heading or Bookmark from the "Reference type" pull-down menu, choose the heading text or bookmark name from the list, choose options from the "Insert reference to" drop-down menu, repeat for as many elements as you wish to add to the citation, click Insert, and you're done.

    Cross-Referencing A Numbered List if you have step-by-step instructions, you can insert a cross-reference to one of these steps. Simply choose Numbered item as the "Reference type" in the "Cross-reference" dialog box.

 

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