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There are many great jargon terms for these things. At one publication we called any such blurb an "excuse" (pronounced as the word that means 'why something happened,' not 'excuse me')


You should certainly follow the same style used in the heading if there are multiple levels, and different systems are used for numbers. It avoids confusion. If it's a less structured document, like the chapter titles of a book, you have more flexibility. I'd suggest either spelling it out or using the style from the chapter heading. Chapter XX ...


In CMOS 16th edition, section 9.29 (Numbered divisions in legal instruments) comes (as best I can determine) to answering my question: "Arabic or roman numerals are sometimes used to distinguish divisions within legal instruments and other documents. ... A mixture of arabic and roman numerals sometimes distinguishes small from larger divisions." The ...

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