About Arbortext Styler > Formatting Footnotes and Endnotes > Footnotes Overview
  
Footnotes Overview
The method you use to develop footnotes in Arbortext Styler depends on your particular document type, since the elements available in your document type and the model your document type uses for footnotes determine how footnotes can be formatted. Note that footnote formatting can only be applied to element contexts - you cannot apply footnote formatting to property sets or conditions.
Arbortext Styler recognizes the following four types of footnote-related elements:
Footnote Content and Reference - This type of element contains the footnote body and occurs at the reference location. It generates a unique reference mark and the associated footnote on the page in the document where the element is located. If you want to cross reference this type of footnote, it must contain an ID equivalent attribute.
Footnote Cross Reference - This type of element is a reference to an existing Footnote Content and Reference element. It uses an IDREF, IDREFS, or CDATA attribute to reference the existing footnote and generates the same reference mark as the referenced footnote. It does not generate a footnote.
Footnote Content - This type of element just contains the footnote body and must be referenced through an ID equivalent attribute. It does not generate either a reference mark or a footnote at the place it occurs in the document. The element can occur anywhere in the document.
Footnote Reference - This type of element references a Footnote Content element through an IDREF, IDREFS, or CDATA attribute. It generates both a unique reference mark and the referenced footnote on the page in the document where the reference element is located. If you want to generate multiple unique instances of the same footnote, this element could also reference a Footnote Content and Reference element.
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While you can use a IDREFS attribute to reference a footnote, each footnote reference element should only reference a single footnote.
These elements can be combined to develop the following types of footnote models:
Inline Model - This model uses a Footnote Content and Reference element to generate footnotes where they appear in the document. A variation on this model enables cross references to the same footnote using a Footnote Cross Reference element. Another variation enables multiple unique copies of a footnote by assigning an ID equivalent attribute to the Footnote Content and Reference element and referencing that element with a Footnote Reference element.
Reference Model - This model uses a Footnote Content element to contain the footnote body and a Footnote Reference element to generate the footnote where the reference element appears in the document.
Hybrid Model - This model sometimes uses the Inline Model and sometimes uses the Reference model. It contains a Footnote Content and Reference element with an ID equivalent attribute and a Footnote Reference element. How the model operates depends on whether the ID equivalent attribute in the Footnote Content and Reference element has a value assigned. If it does not have a value assigned, the model operates as an Inline Model footnote and generates both the reference mark and footnote at the location of the element. If the ID equivalent attribute does have a value assigned, then the model operates as a Reference Model footnote and must be referenced by the IDREF, IDREFS, or CDATA attribute of the Footnote Reference element. This model is used in the Darwin Information Typing Architecture (DITA) document types.
Output Support for Footnotes
Footnotes appear as follows in these types of output:
Arbortext Editor - For Inline Model footnotes, the footnote and reference mark appear where the footnote element is located in the document.
For models where the footnote is referenced, the reference mark appears in the document where the reference element is located. The reference mark only appears in superscript when no tags are displayed. When you click on the reference element or mark, the cursor moves either to the associated footnote body element or the next reference element depending on which appears next in the document. The referenced footnote body element appears at its location in the document, unless your have your Arbortext Editor preferences set not to show hidden content. Clicking on the beginning tag of the footnote body element moves the cursor to the next reference element that appears in the document.
Print/PDF - Reference marks and footnotes appear on individual pages.
HTML File - Reference marks appear in the body of the file and link to the associated footnotes. Footnotes are collected at the end of the file.
HTML Help - Reference marks appear in the individual help topics and link to the associated footnotes. Footnotes are collected in their own help topic at the end of the document.
Web - Reference marks appear in the individual HTML files and link to the associated footnotes. Footnotes are collected in their own HTML file at the end of the document.
Note the following limitations in support for footnotes:
Relative XPath expressions in generated text evaluated in the footnote area are not supported in print/PDF output generated by the PTC ALD engine.
The XPath expression must start navigation from the root of the document.
Duplicate footnotes will be merged when publishing to Arbortext Editor, print/PDF, and RTF outputs. A single reference will be output. Two different methods for identifying duplicates are used:
1. Publishing via FOSI and XSL-FO engines: if both content and marker are identical
2. Publishing via PTC ALD engine: if content is identical
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Duplicates are not merged when publishing to HTML outputs.
Footnote Contexts
Footnote formatting can only be applied to element contexts. There are three contexts associated with an element that is styled as a Footnote, and (optional) formatting applied to each of these contexts will affect different parts of the footnote or its content:
1. Original context (for example, footnote everywhere else) - Formatting applied to the original footnote context only affects the associated reference mark.
2. Special footnote context (for example footnote everywhere (Footnote Area Properties) - This context is created automatically by Arbortext Styler when an element is given the Footnote style to specify that it is responsible for footnote generation. The context is, however, removed if the element is not intended to generate a footnote, only a reference mark. Formatting applied to this special context only affects the footnote itself, not the reference mark, including the footnote text content if no formatting has been applied to the special footnote paragraph context. You can apply different formatting for the footnote area context to different properties. For example, you could format the footnote area differently for Print/PDF and HTML outputs.
3. Special footnote paragraph context (for example para (first in parent) anywhere in footnote) - This context is created automatically by Arbortext Styler when an element is given the Footnote style. The context is given the Inline style to ensure that the first paragraph (i.e. that which contains the footnote content) in the element given the Footnote style will appear on the same line as the footnote marker in the footnote area. If you set formatting for this context, its properties will be reflected in the footnote content.
Element and User Formatting Element contexts that are associated with footnotes have the following special icons in the Elements list:
This is an image of a yellow document with a blue footnote area at the bottom - Represents an element context that is associated with footnote content.
This is an image of a light blue document with a blue footnote area at the bottom - Represents a User Formatting Element context that is associated with footnote content.
This is an image of a yellow document with a blue footnote area at the bottom and a small yellow box on top - Represents an element context associated with footnote content that is in a read-only module.
This is an image of a light blue document with a blue footnote area at the bottom and a small yellow box on top - Represents a User Formatting Element context associated with footnote content that is in a read-only module.
Footnote area contexts have the following restrictions:
The contexts cannot have conditions.
The contexts cannot be edited via the Edit > Edit Context menu option.
The contexts cannot be moved up or down. If you move the original context associated with the footnote context up or down, the footnote context moves with the original context.
The contexts cannot be cut, copied, or deleted. If you cut. copy, or paste the original context associated with the footnote context, the footnote context is affected as well.
The Footnote category is not available and shows the same values as the original context.
The Generated text category has Number selected by default. This setting cannot be changed. You can select the Details button to bring up the Footnote Number dialog box.