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The videos were created with Word 97. The Equation Editor has not changed since then, but the positioning of certain things in Word has. For example, the Insert Fields dialog box looks a little different, and the Style maintenance panel is a little different than the old Styles box. However all concepts are identical.
GETTING STARTED Using the equation editor that comes with Microsoft Word, equations can be inserted into Word, PowerPoint, or any application that supports OLE (Object Linking and Embedding). Although most of this document provides instructions pertaining to Word, the procedures for inserting and editing equations in Word are the same as for PowerPoint. Some PowerPoint specific notes can be found at the end of this document. Learning How to Use the Equation Editor Please watch 01_intro.wmv. A complete description about using the equation editor is available under Help in the equation editor window. INSERTING AN EQUATION Please watch 02_create.wmv. (The examples in this video are slightly different than those in this text.)
Exercise 1: 1. Open Microsoft Word. 2. To insert an equation, choose Insert, Object, Microsoft Equation 3.0, and click OK . One of 2 things will happen: o A highlighted area will appear, along with equation editing palettes. This is known as in-place editing. It can be very difficult to see what is being entered. OR o A separate window will open, with the palettes on top. This is much easier for entering equations. This looks like the following.
3. To exit and return to your Word document you may choose File/Exit and Return to (DocumentName); to update the Word document but remain in the equation editor you may choose File/Update. 4. In-place editing is the default, but it is possible to make window editing the default. Putting an Equation Button on the Tool Bar
TYPING THE EQUATION To enter the equation, just start typing. All keyboard characters can be entered directly. (Parentheses, brackets and braces can be entered from the keyboard, but these are fixed in size. Brackets that will "grow" must be selected from the appropriate template).
ENTERING SYMBOLS There are 10 symbol palettes, the entire top row of buttons. The symbols printed on the buttons provide a clue to the characters available under each button. The two rightmost symbol palettes are the lower case Greek letters, and upper case Greek letters . To select an item from a
symbol palette, click on the palette button, and then click on the desired character.
ENTERING TEMPLATES The second row of palette buttons is template palettes. They provide place holders for entering information. For example provides a number
of integration palettes. Some of these have a placeholder only for the integrand, some for the integrand plus lower limit, some for the integrand plus lower plus upper limits. The palette contains templates for
fractions and radicals. To insert a template, select the desired template from the appropriate palette button. Then fill in the template place holders. Place holders can contain keyboard characters, characters from symbol palettes, or other templates. For example an integrand can be a fraction template, and the numerator of the fraction can be a square root template.
MOVING AROUND THE EQUATION A flashing right angled cursor indicates where you are about to enter information on the equation. The horizontal bar of the cursor marks the base line of the symbols to be entered. The vertical bar indicates the height. You can set the insertion point by clicking with the mouse, or with the keyboard. Positioning the insertion point in an equation using keys
Pressing TAB SHIFT+TAB RIGHT ARROW LEFT ARROW UP ARROW DOWN ARROW HOME END
Moves the insertion point To the end of the slot. If the insertion point is at the end of a slot, it moves to the next logical slot. To the end of the previous slot. Right one unit within the current slot or template. Left one unit within the current slot or template. Up one line. Down one line. To the beginning of the current slot. To the end of the current slot.
start the equation editor and: 1. Type "x=" from the keyboard
to type parentheses from the keyboard). 4. Type "-b" from the keyboard. 5. Select "plus or minus" from the 6. Select a radical from the 7. Type "b" from the keyboard. 8. Select the superscript from the 9. Type a "2". 10. Tab to come down a level, and type "-4ac". 11. Tab 3 times to move to the denominator, and type "2a". palette. palette. palette.
DELETING FROM EQUATIONS As you are entering the equation, you can backspace at any time. You can also select parts of the equation with the mouse, and delete.
GROWING BRACKETS Brackets, parentheses and braces that grow with the enclosed text should be selected from the template.
MATRICES
Matrices of any size can be created from the Stacking and Aligning Equations Please watch 03_stack&matrix.wmv.
template.
Equations can be stacked in a pile. To do this, simply press the Return key to begin a new line. To align this pile at a character, such as an equal sign, choose "align at" from the Format menu.
2. Enter the following equations and align them at the = sign by choosing Format/Align At = after typing them. Also try using the alignment symbol, to align equations.
INSERTING SPACING INTO AN EQUATION Spaces can be inserted into an equation in the following way.
Zero space 1-point space Thin space (one-sixth em) Thick space (one-third em) Em space (quad) SHIFT+SPACEBAR CTRL+ALT+SPACEBAR CTRL+SPACEBAR CTRL+SHIFT+SPACEBAR No shortcut key
EDITING AN EXISTING EQUATION Please watch 04_equationedit.wmv. An existing equation can be edited either by double clicking on it, or by right clicking on it and selecting Equation Object, and either Open or Edit.
POSITIONING OF EQUATIONS
adjust accordingly. If you wish to have equations appear in a paragraph by themselves, simply press Return before and after the equation. To align an
equation, click on the equation to select it, and then click on the appropriate alignment button. You can also right click on the equation in Word and choose Format Object to control somewhat how the equation works with the text (from the Layout tab).
NUMBERING EQUATIONS Equations to be numbered are usually centered with the number at the right margin. Numbering can be done by inserting sequencing fields.
Exercise 6: 1. First, change the measurement units in Word to inches: Tools/Options, General tab, choose Inches from the Measurement units: drop down list and click OK. 2. Set a centering tab, and a right aligning tab (Format, Tabs menu, Clear All, and then set a centre tab in the centre (~3.25") and a right tab at the far right ( ~6.5"); remember to click Set after each one, and then click OK). Note: The italicized paragraph below applies to Word 97 and 2000, but not to Word XP. Word is now in a position to be extremely helpful and do something you don't want. If the "Automatic Bulleted List" autoformatting option is turned on, and you enter an equation in the manner described below, Word will think you are starting a bulleted list with the equation as the bullet character. (I know this sounds far fetched, but it is true. To change this, select Tools, Autocorrect. In both the Autoformat and "Autoformat as you type" tabs, make sure that "Automatic bulleted lists" is NOT checked. 3. Now press tab, and enter the equation. Then press tab again, type "(" and insert the sequence that will number the equation: o Choose Insert, Field o Then choose Numbering from the Categories: dropdown menu, and Seq from the Field names: list o Click on the Field Codes button o Type the string Eq beside SEQ and press OK. o Type a closing ")".
4. This will produce an equation and number that looks like the following.
(1)
5. The next time you carry out this set of instructions the number will be 2, the next time 3, and so on. Updating Field Numbering If you add equations in the middle of the document, or delete equations, the numbers will not automatically be updated. To have them updated, choose Edit, Select All, and then press F9.
3. Be sure to check the Add to Template box if you want this style to be available in documents other than the current one. 4. Then under Format pick Tabs. Clear all existing tabs, and add a centering tab in the middle of the page, and a right aligning tab at the right margin; then click OK. 5. It would be helpful to assign a shortcut key. Under Format, choose Shortcut Key and make an assignment, possibly CTRL G. Be sure to click Assign; then click Close and OK. 6. Now, pressing CTRL G, TAB, entering the equation, TAB and inserting a sequence will enter an equation in its appropriate format.
3. You can add items to the menus or keyboard to access the macro. You might want to add a key sequence, such as ALT E: o Click on the Keyboard button o Click under Press new shortcut key, then hold down the Alt key on your keyboard while you press the letter e. o Click on the Assign button and then the Close button. 4. Now go through all steps of entering an equation: o Choose the equation Style o press TAB o do an Insert Equation (with the toolbar button) o close the equation editor o press TAB o type the open bracket "(" o Insert Field, SEQ with the eq option added o type the closing bracket ")" o press Return o press Stop recording 5. The macro is now available by pressing the ALT E key sequence. The equation editor window will open, type your equation, and close the window. Everything else is automatic. 6. If the macro is not quite right, simply record it again. Printing Your Custom Keyboard Shortcuts Once you have assigned keyboard shortcuts to your equation style and equation macro (and possibly other things), it is nice to have a list of them in case you forget. To do this choose File/Print and beside Print what: choose Key assignments and then click OK. Cross Referencing an Equation You may wish to create a cross reference to an equation, a statement in your document such as "As was shown in Equation 3...", but you want Word to insert the appropriate equation number, and update it if the number of the equation should change. At first glance it would appear that you could do an Insert,Cross-reference and select "Equation" as the reference type. However, this will only work if you let Word caption your equations, and Word will only caption an equation above or below the equation, which is not acceptable. The only way to cross reference an entity that you have numbered yourself via a seq Field, is to Bookmark the sequence number.
2. Assign a meaningful name to the Bookmark (bookmark names should start with a letter and should not include any spaces), and click Add. Repeat this process for any equation that you wish to reference. Creating the Cross Reference Exercise 10: 1. To create a cross reference to the equation somewhere in your text, first type any introductory text, such as "As we saw in Equation" and then issue the command Insert, Reference, Cross Reference. (In Word 2000, it is Insert, Cross Reference.)
2. Under Reference Type select Bookmark, and from the presented list of bookmarks, choose the appropriate one, and click Insert.
UPDATING REFERENCES
If you add or delete equations, cross reference numbers will not be updated automatically, but forcing an update is easy. Simple choose Select All from the Edit menu, and press the F9 key. Forcing the Equation Editor to Always Open in a Window Please watch 06_openwindow.wmv. Word 97, Word 2000 or Word XP Use the RegOptions macro to change the Windows Registry settings that control this behaviour: 1. Open the file called Support.dot that you will find in the Macros folder in the Office directory (usually C:\Program Files\Microsoft Office\Office10\Macros\SUPPORT.DOT). (Support9.dot on Word 2000). 2. If prompted with a Security Warning window, click on the Enable Macros button. 3. Scroll down and click on the Registry Options button to activate this macro. 4. Select the Equation Editor Options tab. 5. Pick Force Open, and under Settings:, change the value to 1. 6. Click on the Change button (and click on OK if prompted with a Microsoft Word window) and then click the Close button. 7. Choose File, Close to close support.dot. Word for Macintosh 1. Quit Equation Editor if it is running. 2. Using a text editor such as TeachText or SimpleText, open the Equation Editor Preference file, which is located in the Preferences folder. 3. Find the [General] section. If this section is missing, add the following to the end of the file. [General] ForceOpen=0 4. Change the 0 to 1, so that the entry resembles the following: [General] ForceOpen=1 5. Save the file.