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Barry MacDonnell's
Toolbox for WordPerfect

Macros, tips, and templates for Corel® WordPerfect® for Windows®
© Copyright 1996-2018 by Barry MacDonnell. All Rights Reserved.

Page updated Sep 25, 2018

INDEX TOOLS - Tutorials, macros, and tips to help you index a document

WordPerfect 11 users: See important information about using macros in the first release of WP11 (11.0.0.233) at the top of this page.

Downloading, Documentation, Modifications, and Support


Tutorial


• 
IndexDocs [A step-by-step tutorial]Indexing documents with WordPerfect - The manual and concordance file methods. (Includes how to create a Glossary of Terms with the Index feature.)

Macros


•  WordList -
WordList.wcm - A macro with two separate functions:

[1] Creates an alphabetical list of words that have been used at least once (which can then be trimmed of unwanted words and used to create a concordance file for indexing a document).

[2] Creates a frequency list of each of the words in the document (or in a selection of text).

Tips

▸ For smaller documents and/or concordance files see ListWord.wcm below.
For a comparison to the WordPerfect built-in Concordance function (and some caveats) see Footnote 1.

•  Clipper - Clipper.wcm - A macro that copies or moves material from one or more open documents to a new separate document. Useful when using the concordance method of marking items for indexing to add items from other sources to an existing concordance file -or- to extract desired items from an existing draft of a concordance file (see WordList) instead of trimming (deleting) unwanted items from the existing concordance.

•  TrimTo63 - TrimTo63.wcm - Trims concordance file items to 63 characters (prevents WordPerfect from popping an error message when indexing with a concordance that contains items that are longer than this limit). (Note that the WordList macro above has an option to do all trimming during the creation of an alphabetical list (i.e., an initial draft of a concordance).)

• 
RemDupes - RemDupes.wcm - "Remove duplicates" - A macro to remove duplicate items from a list of items. Useful if you have created an unsorted list of items you want to index in a document, such as by manually typing the list or by using Clipper. (RemDupes will sort the list first before removing duplicates.)

• 
IndxHead - IndexHead.wcm - "Index headings" - This macro marks the first 64 text characters in standard and custom paragraph styles in the document for indexing (typically, these are section headings formatted with such styles as Heading 1, Heading 2, MyHeading, etc.). Useful when using the manual method of marking items for indexing.

• 
IndxWord - IndxWord.wcm -  "Index word(s)" - A macro that marks the currently selected word(s) or (if nothing is selected) the word at the cursor location, as an index entry (i.e., as an index Heading item). Useful when using the manual method of marking items for indexing if you have just a few words to add to the index and don't want to bother with Tools, Reference, Index, <select words>, <click in the Heading field on the Index property bar>, Mark. This macro does all of that for you; however, it does not let you create a Subheading (you must use the Index property bar for that).

• 
ListWord - ListWord.wcm - This macro copies the selected word(s) or, if nothing is selected, the word at the cursor location, to the very end of the document, in list format. The list can be sorted later (with Tools, Sort) and separately saved to disk to use as a concordance file to help index the document. This macro might be preferred to WordList for documents with a small number of items to index since it should not require much editing of the resulting concordance document.

•  Caps2End - Caps2End.wcm - "Send Capitals to the End of the document" - This macro locates all words with initial capital letters in a (usually) sorted list (such as a concordance) and either copies or moves them to the end of the list. This is a companion macro to WordList.wcm when that macro is used to create a comprehensive list of all the different words in a document (for indexing purposes) and the user de-selects (clears the checkbox for) the menu choice in the macro to "Convert all items in the Alphabetical list to Lower case". (Caps2End can, of course, be used standalone on any list of words.)

•  Upper2New - Uppercase2NewDoc.wcm - Copies words in all UPPERCASE letters (with 2 or more letters) from the main body text area of the current document to a new document. The macro can also be used on a list of words (sorted or unsorted) such as a concordance file.


Tips


☼  Some of these macros are good candidates to assign to a shortcut key combination or to a toolbar button.


Related reference tools


The Table of Contents Feature - How to create a Table of Contents (TOC); How to mark a custom style for inclusion in a TOC.

Create a Glossary of Terms with the Index feature.

PageLine - A macro that produces a document Index with both page numbers and line numbers.

IndexList - A macro that is designed to process a one or more user-created lists of words or phrases in the current document and place page numbers after each item to indicate where in the document the item was found. Thus, it creates an Index from the List.

Indexing - A ZIP file containing a PDF document and three macros by New Zealand author Lindsay Rollo.




Footnote 1

[...Continued from above:]

The WordList.wcm macro can also replace the function of the program's Concord.wcm macro (introduced with WordPerfect 11), which is automatically accessed by the program from within WordPerfect's Tools, Reference, Index, Define dialog (via the Create button).

Because the WordPerfect online help (F1) about creating a concordance is somewhat rudimentary -- especially in earlier WordPerfect versions -- it's recommended that you read the IndexDocs page before creating a concordance file. Many users assumed the concordance file the program created was "ready to go" instead of being just a rough, preliminary draft of the final concordance. The result -- when used "as is" to create the index -- was an index containing almost every word in the main document! (Even WordList produces just such as preliminary draft, so be sure to read the material on its download page.)

[Update (as of Sep 27, 2010): The automatic concordance feature in WordPerfect apparently does not work to automatically generate a concordance on Windows 7 systems, but it does work on Windows XP systems. Hence I no longer recommend using it. However, the WordList.wcm macro will work under modern versions of Windows.]

Pros: WordList.wcm should more reliably preserve hyphens, hard spaces, en-dashes, and WordPerfect symbols (from the Insert, Symbol feature) than Concord.wcm. This is because it uses a different method of removing format codes. (Over the years, Corel has made modifications to the program that cause certain macro commands to automatically change or remove some format codes and symbols. WordList's method preserves the above items in the final word list.) Further, WordList does not modify the current document in any way, since everything is done in a new document window.

Cons:
WordList.wcm does not automatically preserve Capitalized Phrases like Concord.wcm can, nor does it let you stop it and edit the document to capture your own phrases. But you can always use hard spaces (Ctrl+spacebar) in the document to "glue" selected phrases together (see also HSpacer.wcm), or else use the Clipper.wcm macro to copy selected phrases into a separate document, which can later be combined with a comprehensive alphabetical list created with WordList.