Step-by-Step POD with CreateSpace, Step 8 (Headers and Footers)

Headers & Footers – Type 1 (Page Number in the Footer)

Well, I have finally made the time to continue my series of blogs on preparing your novel for CreateSpace.

One of the final steps for interior formatting is to create the Headers and Footers. This is not my favorite part of formatting because, for some reason, they often seem to give me issues. Just a few typical ground rules up front: 1) The first page of a chapter is always on the right-hand side of your novel and it should never have a header. 2) The first page of a chapter may or may not have a page number in the footer. 3) The second page of a chapter is always on the left-hand side of your novel and will have a header containing either the Author Name or Title. 4) The third page of a chapter is always on the right-hand side and will have a header containing either the Author Name or Title, but it will be the alternate of the choice you made for the second page. 5) You may choose to put page numbers in either the header or the footer. It is a simpler process to include them in the footer where you may choose to align them either centered on every page, or left-aligned on the left-hand page and right-aligned on the right-hand page.

All right, with those general rules established, let’s move on. Have you decided whether you want your page numbers in your headers or in the footers? As mentioned above, the easiest method is to do the page number separately in the footer, so I will explain that method first. If you prefer to have your page numbers in the header, you may want to skip ahead to the second part of this article.

If you accurately created your section breaks according to the instructions in my last blog post, we should be ready to proceed. Rather than going to the first page of the book, page one of the front matter, which will have neither headers nor page numbers, start on the first page of Chapter One. Because there will be NO header on this page, double-click at the bottom of page one in the footer area where you will enter a page number.

You should see a new menu appear at the top of the page called “Header & Footer Tools”. First, in the Options group of icons, ensure that the boxes beside “Different First Page” and “Different Odd & Even Pages” are all checked. I also like to keep a check mark in the box for “Show document text” so that I can see a faded version of my text while I am working on the Header or Footer.

In the Position group of icons, confirm that your Header and Footer margins are still set at the measurements inserted earlier. Usually about .35” for both Header and Footer. If for some reason they are not the same as the settings you made earlier, correct them now. Keep in mind that these settings should NOT be the same as your document margins. If your Top document margin is set at .5” then your Header margin must be smaller to look appealing.

In the Navigation group of icons, take note of whether or not the “Link to Previous” icon is highlighted. If it IS highlighted de-select it, as it doesn’t need to be highlighted at this point because you have inserted no Headers or Footers before this.

Now, we will start by entering the page number at the bottom of your document. If your cursor is not in the footer area, click there now. Then, assuming that you want your page number centered at the bottom of your document, on the left side of the Header & Footer Tool bar, click the drop down arrow next to the “Page Number” icon. Choose, Bottom of Page, and then choose “Plain number 2” or whatever page number format you prefer. This will center a page number at the bottom of the page. If you are not happy with the font or size, you can highlight the number and, in the Font group on you menu, choose an alternate font and/or size. Please keep in mind that the page number should be the ACTUAL page number. For example, if you have 6 pages of front matter, the page number will be the next page in sequence, Page 7. Do NOT override the page number to set it at Page 1 of the Chapter.

Move to the header area of the second page of your chapter. This will either be your author name, or the title of your book, depending on which side of the book you’ve decided to place these on. I place my name on the left hand (even) pages, and my book title on the right hand (odd) pages.

Double-click at the top of the page to re-open your Header & Footer tool bar if it has closed. Ensure that boxes beside “Different First Page” and “Different Odd & Even Pages” are checked.

In the Navigation group of icons, ensure that the “Link to Previous” icon is not highlighted since this is the first instance of this header. Then click on the Home tab, choose centered text alignment from the Paragraph group, and choose your font and font size from the Font group. Type your author name, usually in all-caps. Do not press enter to leave a blank line after your name or title as the difference between the header margin setting and the document margin setting should take care of that.

Click in the footer area at the bottom and repeat the process used on the first page to enter your page number. Ensure that the page number is correct.

Now, move to the third page of Chapter One and repeat the process for the title of your novel. Often the title of the novel will be both all-caps and italicized, or it may be italicized only. You may adjust the font again here if you wish. If at all possible, ensure that the font type and size are the same for both the right-hand and left-hand headers or it may throw the alignment of the text at the bottom of your pages out of alignment. It will look odd if you have 25 lines of text on your even pages, and 26 lines of text on your odd pages, or vice versa.

Click in the footer area and repeat the process for entering your page number on page three. Once again, ensure that it is correct.

Check that the remaining pages of Chapter One now have the Headers and page numbers in the Footers showing appropriately. If they do not, you may have to select “Link to Previous” starting on the fourth page of Chapter One.

Next, go to the opening page of Chapter Two.

Is the page number showing at the bottom? If yes, move to the next page. If no, open the footer and check the “Link to Previous” icon in the Header & Footer menu.

Is the header showing correctly on the second page of Chapter Two? Again, if not, open the header and select “Link to Previous” and ensure the “Different First Page” and “Different Odd and Even Pages” check boxes are checked.

Scroll through each of your chapters ensuring that the headers and footers show correctly. Also ensure that your text is still squared and the bottom text on each page is still in line with the text on the next page. It’s easy to inadvertently format one side of a header slightly differently which will result in pages that are out of alignment. If this has happened, you want to find the issue now, not after you have completed all of the formatting.

And that completes the instructions for inputting headers and footers into your book if you want the page number at the bottom. If you have decided that you want your page numbers at the top – oriented left on the left page and oriented right on the right page, then please read the next section but be aware that the process is slightly more complicated and thus more prone to difficulties.

Part 8 Headers & Footers–Type 2 (Page Number in the Header)

The following are the instructions for combining the page numbers for your novel into the header. As I mentioned above, the process is slightly more complicated. Also this is probably not the only way to accomplish the end goal; however, it is the way that I managed to get it to work. So if you have more efficient means of accomplishing the same end goal, please do share. I would be happy to learn it. All right then, caveat made, let’s begin.

First, to reiterate the text in the previous section, just in case you’ve skipped to doing this type of header and footer: If you accurately created your section breaks according to the instructions in my last blog post, we should be ready to proceed. Rather than going to the first page of the book (the front matter which will contain NO headers or footers), start with Chapter One. Because there will be NO header on the first page, double-click at the top of page two, in the header area above your text in order to open the Header/Footer menu.

You should see a new menu appear at the top of the page called “Header & Footer Tools”. First, in the Options group of icons, ensure that the boxes beside “Different First Page” and “Different Odd & Even Pages” are all checked. I also like to keep a check mark in the box for “Show document text” so that I can see a faded version of my text while I am working on the Header or Footer.

In the Position group of icons, confirm that your Header and Footer margins are still set at the measurements inserted earlier. Usually about .35” for both Header and Footer. Since you are not planning on entering footer text, however, you may decrease the size available in the footer area to the minimum .25” if you like. This will probably allow one more row of text on each page and decrease the page count for your novel. If for some reason the settings for your header and footer are not those you entered previously, correct them now. Keep in mind that these settings should NOT be the same as your document margins. If your Top document margin is set at .5” then your Header margin must be smaller to look appealing.

In the Navigation group of icons, take note if the “Link to Previous” icon is highlighted. If it IS highlighted de-select it. It doesn’t need to be highlighted at this point because you have inserted no Headers or Footers before this.

Because page two, and every EVEN page, is on the left side of your book, first align your text left by clicking on the Home tab in your menu, then in the Paragraph group of icons choose the left alignment icon. Next, ensure that your tab selection is set to a Center tab rather than a Left Alignment tab. It should appear to be in inverted “T”. If it isn’t, click on the small square at the top of your left side ruler bar until it is the inverted “T” shape.

Image header 1 & 2 combined      

Then look at the ruler bar across the top of your document. What measurement represents the center of your text area? If your text area is 3.75” wide, the center would be 1.875”. It’s easy enough to determine where the 1.75” mark is, so just estimate a slight bit beyond that, and click the ruler bar at that point. You should see an inverted T now in place on the menu bar. It should be pretty close to the center of the white area of the ruler.

Header #3 image

The text for your title or author name will center under this point when you enter it.

In the Navigation group of icons, ensure that the “Link to Previous” icon is not highlighted since this is the first instance of this header. Then click on the Home tab choose your font and font size from the Font group. Now you may enter your page number. Because we set the text to align left, it should be on the left side of the header. Then press the Tab key, and your cursor should center under the centered tab stop we entered on the ruler bar earlier. Type your title or author name, usually in all-caps, and ensure that it centers. Do not press enter to leave a blank line after your name or title as the difference between the header margin setting and the document margin setting should take care of that.

Next we move to the right hand side of your novel. This header will either be your author name, or the title of your book, depending on which side of the book you’ve decided to place these on. If you placed your book title in the left-hand header, then this one will be your author name, or vice versa.

Double-click at the top of page three to re-open your Header & Footer tool bar if it has closed. Ensure that boxes beside “Different First Page” and “Different Odd & Even Pages” are checked.

In the Navigation group of icons, ensure that the “Link to Previous” icon is not highlighted since this is the first instance of this header. Then click on the Home tab, choose Right Alignment text from the Paragraph group, and choose your font and/or font size from the Font group. Once again, enter a “Center” tab at the center point on your ruler, and for some reason I don’t understand, you will likely also need to enter a center tab at the right margin just to the left of where you want the page number. At least that’s what I had to do to make this work. If your header works without doing this, “Great!” And perhaps you can explain to me what I may have done incorrectly.

Header #4 image

 

Click in the center of your header, under the center tab, to enter your title, usually in italics and often in both all-caps and italics. Adjust the font if you wish. If you adjust the font and/or font size, ensure that you do likewise with the header you entered on the left side header or you will end up with pages wherein the text is not aligned properly at the bottom of the pages. Do not press enter to leave a blank line after your name or title as the difference between the header margin setting and the document margin setting should take care of that.

Now tab or click to the right hand side of the page and enter your page number.

Check that the remaining pages of Chapter One now have the Headers and Footers showing appropriately. If they do not, you may need to select “Link to Previous” starting on the fourth page of Chapter One. Also, ensure the “Different First Page” and “Different Odd and Even Pages” check boxes are checked.

Scroll through each of your chapters ensuring that the headers and footers show correctly. Also ensure that your text is still squared and the bottom text on each page is still in line with the text on the next page. It’s easy to inadvertently format one side of a header slightly differently, by doing something as simple as pressing the enter key one too many times, which will result in pages that are out of alignment. If this has happened, you want to find the issue now, not after you have completed all of the formatting.

And that completes the instructions for inputting headers and footers into your book. I hope they have been of some help to you. Stay tuned for the next blog where I address hyphenation. It should be a much shorter post.
 
Get access to FREE book publishing tools, resources, and a growing online community of authors. Learn how.

Authors, Share Your Book with Millions of Readers

Leave a Reply

Your email address will not be published. Required fields are marked *