Header and footer for a book using: part on even page and chapter on odd page

Question

My goal is to realize this layout for a book (possibly using fancyhdr, but I'm open to everything):

where the current layout is represented in grey. In other words, I want :

• to put the page numbering on the footer of each page (except part title pages)
• to put the name of the current part on even (non-special) pages (with the format shown in the picture: PART I: XXX) + a line under it
• to put the name of the current chapter on odd (non-special) pages (with the format shown in the picture: CHAPTER I: XXX) + a line under it

What I name "special pages" are the pages of part title or the first page of each chapter.

1. How to do that?
2. From a professional editor point of view, what alignments should I choose for the header on even pages (part title on the left/center/right?) and for the header on odd pages (chapter title on the left/center/right?) (is there a prefered/more "natural" alignment?)

Here is an example of a basic document:

\documentclass[11pt,a4paper]{book}
\usepackage[utf8]{inputenc}
\usepackage[T1]{fontenc}
\usepackage[french]{babel}
\usepackage{hyperref}
\usepackage[top=1in, bottom=1in, left=1in, right=1in]{geometry}
\usepackage{fancyhdr}
\usepackage{lipsum}

%Note: this is a very preliminary attempt..., 
%Fancier solutions are welcome
%The page numbering does not work correctly
\pagestyle{fancy}
\fancyhf{}
\renewcommand{\headrulewidth}{1pt}
\renewcommand{\footrulewidth}{0pt}
\fancyhead[LE]{\thepart} %How do I get the part name in capital letters
\fancyhead[RO]{\thechapter} %How do I get the chapter name in capital letters

\begin{document}
\mainmatter

\part{Premiere partie}
\chapter{Premier chapitre}
\lipsum
\lipsum
\lipsum
\lipsum
\chapter{Second chapitre}
\lipsum
\lipsum
\lipsum
\lipsum
\part{Deuxieme partie}
\chapter{Troisieme chapitre}
\lipsum
\lipsum
\lipsum
\lipsum
\chapter{Quatrieme chapitre}
\lipsum
\lipsum
\lipsum
\lipsum

\end{document}

Answer 1

You can try with

\documentclass[11pt,a4paper]{book}

\usepackage[utf8]{inputenc}
%\usepackage[T1]{fontenc}
\usepackage[french]{babel}
\usepackage{hyperref}
\usepackage[head=15pt, top=1in, bottom=1in, left=1in, right=1in]{geometry}
\usepackage{lipsum}

\newcommand*\parttitle{}
\let\origpart\part
\renewcommand*{\part}[2][]{%
\ifx\\#1\\% optional argument not present?
  \origpart{#2}%
  \renewcommand*\parttitle{#2}%
\else
  \origpart[#1]{#2}%
  \renewcommand*\parttitle{#1}%
\fi
}

\usepackage{fancyhdr}\pagestyle{fancy}
\fancyhead{}
\fancyhead[RO]{\leftmark}
\fancyhead[LE]{Partie \thepart: \parttitle}
\fancyfoot{}
\fancyfoot[C]{\thepage}

\begin{document}

\part{Premiere partie}
\chapter{Premier chapitre}
\lipsum
\lipsum
\lipsum
\lipsum
\chapter{Second chapitre}
\lipsum
\lipsum
\lipsum
\lipsum
\part{Deuxieme partie}
\chapter{Troisieme chapitre}
\lipsum
\lipsum
\lipsum
\lipsum
\chapter{Quatrieme chapitre}
\lipsum
\lipsum
\lipsum
\lipsum

\end{document}

You must edit the font style in \fancyhead[RO]{\leftmark} and \fancyhead[LE]{Partie \thepart: \parttitle}. Moreover, you maybe need works with \thispagestyle{empty} for white pages before new chapter and new part.

I put % before \usepackage[T1]{fontenc} due problems with online latex compiler. Also

Answer 2

The following will do what you say you want. I am not sure it is what you want, but your mileage may vary.

\pagestyle{fancy}
\fancyhf{}
\fancyhf[coh]{\rightmark}
\fancyhf[ceh]{\leftmark}
\fancyhf[cf]{\thepage}
\renewcommand\chaptermark[1]{\markright{\MakeUppercase{\chaptername{} \thechapter: #1}}}
\makeatletter
\def\@part[#1]#2{%
    \ifnum \c@secnumdepth >-2\relax
      \refstepcounter{part}%
      \addcontentsline{toc}{part}{\thepart\hspace{1em}#1}%
    \else
      \addcontentsline{toc}{part}{#1}%
    \fi
    \markboth{\MakeUppercase{\partname{} \thepart: #1}}{}%
    {\centering
     \interlinepenalty \@M
     \normalfont
     \ifnum \c@secnumdepth >-2\relax
       \huge\bfseries \partname\nobreakspace\thepart
       \par
       \vskip 20\p@
     \fi
     \Huge \bfseries #2\par}%
    \@endpart}
\makeatother

Complete code:

\documentclass[11pt,a4paper,french]{book}
\usepackage[utf8]{inputenc}
\usepackage[T1]{fontenc}
\usepackage{babel}
\usepackage[top=1in, bottom=1in, left=1in, right=1in]{geometry}
\usepackage{fancyhdr}
\usepackage{lipsum}

\pagestyle{fancy}
\fancyhf{}
\fancyhf[coh]{\rightmark}
\fancyhf[ceh]{\leftmark}
\fancyhf[cf]{\thepage}
\renewcommand\chaptermark[1]{\markright{\MakeUppercase{\chaptername{} \thechapter: #1}}}
\makeatletter
\def\@part[#1]#2{%
    \ifnum \c@secnumdepth >-2\relax
      \refstepcounter{part}%
      \addcontentsline{toc}{part}{\thepart\hspace{1em}#1}%
    \else
      \addcontentsline{toc}{part}{#1}%
    \fi
    \markboth{\MakeUppercase{\partname{} \thepart: #1}}{}%
    {\centering
     \interlinepenalty \@M
     \normalfont
     \ifnum \c@secnumdepth >-2\relax
       \huge\bfseries \partname\nobreakspace\thepart
       \par
       \vskip 20\p@
     \fi
     \Huge \bfseries #2\par}%
    \@endpart}
\makeatother
\begin{document}
  \mainmatter

  \part{Premiere partie}
  \chapter{Premier chapitre}
  \lipsum
  \lipsum
  \lipsum
  \lipsum

\end{document}

EDIT

The reason I'm not sure the above is what you want is because I think it looks peculiar when there is an empty page between chapters. You may disagree but, if not, you can eliminate them if you wish.

If you don't want headers on pages between chapters, but do want a page number, add

\usepackage{etoolbox,nextpage}
\patchcmd{\chapter}{\cleardoublepage}{\cleartooddpage[\thispagestyle{plain}]}{\typeout{Chapters successfully patched for no headers on pages between chapters.}}{\typeout{Could not patch chapters to eliminate headers on pages between chapters.}}

If you don't want a page number either, change plain to empty.

My personal view, by the way, is that these headers are much too heavy and distracting. They are underlined, in all capitals and bang centre. I would recommend a more subtle approach which provides information without drawing the eye away from the content of the text. (Drop the rule or move the header to one side or the other and get rid of the capitalisation or....)

Answer 3

You can patch \part to issue \partmark instead of \markboth{}{}, similarly to how \chapter issues \chaptermark. Then it's just a matter of defining suitably those two macros.

\documentclass[11pt,a4paper]{book}
\usepackage[utf8]{inputenc}
\usepackage[T1]{fontenc}
\usepackage[french]{babel}
\usepackage[top=1in, bottom=1in, left=1in, right=1in, headheight=13.6pt]{geometry}
\usepackage{fancyhdr}
\usepackage{etoolbox}
\usepackage{hyperref}



\usepackage{lipsum}

%Note: this is a very preliminary attempt..., 
%Fancier solutions are welcome
%The page numbering does not work correctly
\pagestyle{fancy}
\fancyhf{}
\renewcommand{\headrulewidth}{1pt}
\renewcommand{\footrulewidth}{0pt}
\fancyhead[LE]{\leftmark}
\fancyhead[RO]{\rightmark}

\begingroup\lccode`~=`:
\lowercase{\endgroup
  \newcommand{\partmark}[1]{%
    \markboth{\MakeUppercase{\partname\space\thepart~ #1}}{}%
  }
  \renewcommand{\chaptermark}[1]{%
    \markright{\MakeUppercase{\chaptername\space\thechapter~ #1}}%
  }
}% end of \lowercase
\makeatletter
\patchcmd{\H@old@part}% would be \@part without hyperref
  {\markboth{}{}}
  {\partmark{#1}}
  {}{}
\makeatother

\begin{document}
\mainmatter

\part{Premiere partie}
\chapter{Premier chapitre}
\lipsum
\lipsum
\lipsum
\lipsum
\chapter{Second chapitre}
\lipsum
\lipsum
\lipsum
\lipsum
\part{Deuxieme partie}
\chapter{Troisieme chapitre}
\lipsum
\lipsum
\lipsum
\lipsum
\chapter{Quatrieme chapitre}
\lipsum
\lipsum
\lipsum
\lipsum

\end{document}

Note that a peculiar trick is needed in order to get the French colon in the headers. Basically, \partmark and \chaptermark are defined with an active version of the colon.

Since we do the patch after loading hyperref, we need to patch \H@old@part instead of `\@part.

Don't neglect the warning by fancyhdr about the head height; I added the suggested setting to the options for geometry.