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7/28/2019 Writing Thesis in Word
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Producing a
Thesis or Long
Document in
Word
Workbook
Edition 2
November, 2008
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Producing a
Thesis or Long
Document in
Word
Edition 2, November, 2008
Document Number: 3551-2008
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iv
PrefaceThis guide is for anyone preparing to present a thesis or dissertation, or other
large publication. It shows how to format and present the document according to
University regulations and describes best practice in handling a long document.
The purpose of this guide is not to teach you how to use Word, it is to show you how
particular features of Word can be used to help you work efciently and gain control
over the production of your document. It assumes that you can already use Word
to type text, cut and paste, save and print les. It uses instruction and exercise to
guide you through the correct use of the framework, and explains the features that
have been used.
We acknowledge contributions from a variety of sources, some of which are
available on-line or in document form at Information Services (IS) reception. We are
also pleased to acknowledge contributions from several individuals within IS and
other departments of the University.
November, 2008
Copyright IS 2008
Permission is granted to any individual or institution to use, copy or redistribute this
document whole or in part, so long as it is not sold for prot and provided that theabove copyright notice and this permission notice appear in all copies.
Where any part of this document is included in another document, due
acknowledgement is required.
Producing a Thesis or Long Document in Word
Preface
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v
Contents
Producing a Thesis or Long Document in Word
Contents
Contents
Introduction ................................................................................ 1
Plan your Document.................................................................. 3
Appearance and Layout ............................................................ 4
Words Views ............................................................................. 5
The Importance of Styles .......................................................... 6
Numbered Headings.................................................................. 11
Sections ..................................................................................... 12
Headers and Footers ................................................................. 14
Footnotes and Endnotes .......................................................... 17Using Bibliographic Software to Manage your References .. 19
Tables ......................................................................................... 22
Assemble your Document ........................................................ 24
Tables of Contents and Figures ............................................... 25
Outlines ..................................................................................... 28
Backup Strategy ........................................................................ 30
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IntroductionThis guide will show you how some key features of Word can help you to produce a
long document such as a thesis or dissertation.
The guide is suitable for both Macintosh and PC users of Word.
To help make things easier, we have provided a Word le called framework,
formatted to the specications required by the University for the presentation of a
thesis or dissertation (see below). All you need to do is make a copy, rename it and
insert your own words, or paste in existing text. To help you become familiar with the
Word features mentioned in this guide, practice workles are also provided.
The formatting used in the framework le and the text and exercises in this guide
comply with current University regulations, but it is your responsibility to check these
they are available on-line at:
http://www.acaffairs.ed.ac.uk/Regulations/Assessment/08-09/PGR.htm
A full list of regulations can be found at:
http://www.drps.ed.ac.uk/
Note also that there may be additional department-specic regulations check
these with your department before you start.
This guide begins on the assumption that you are familiar with Word to the extent
that you can type, edit, format, save and print text. If you need to refresh your
knowledge of Word, a range of publications is available from the Student Support
Web Helpdesk at:
http://www.students.ucs.ed.ac.uk/helpdesk/
Accessing the framework and practice les
Note for Mac users: A PC is required to access the les. Log into a lab PC and
follow the instructions below. Then log back onto your Mac, and you will nd the
thesis folder in yourDocuments folder. (If you are using a machine without access
to your storage on the central le server, you will have to transfer the les yourself,
for instance on a pen drive or CD-ROM.)
Type the following address in your web browser.
http://www.ucs.ed.ac.uk/usd/cts/courses/workle
Click on Producing a Thesis using Word.
Select Save.
Make sure that the Save in: box shows yourMy Documents folder, and click the
Save button.
Browse to your My Documents folder, double-click on the zipped folder1183.
zip.
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Click on the folder named thesis, then select Copy from the Edit menu.
Click the Back button to go back to yourMy Documents folder and select Paste
from the Edit menu.
All the les you need for these exercises will be in the directory called thesis in your
My Documents folder.
You can also access the workles from the Information Services Documents
Catalogue at:
http://www.ucs.ed.ac.uk/usd/cts/catalogue/
Summary of Production Tasks
Tasks you will carry out if following this guide, are listed in roughly the order in which
you would do them.
Save the framework le as your working document, calling it somethingmeaningful to you.
Sketch out, on paper, a document plan of chapter titles and section headings.
If necessary, modify and/or create styles.
Insert sections.
Create Headers and Footers.
Create Footnotes and Endnotes.
Create Tables.
Create a Bibliography.
Generate a Table of Contents.
Generate a Table of Figures.
Check contents.If in separate les, compile the document.
Use the Outline feature to check the headings structure.
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Plan your DocumentProducing a long document need not be a difcult task if, before even starting the
document on computer, you give it some thought and preparation. Make a sketch on
paper to get an idea of how you want the nished product to look. Then, using the
framework le you can form an outline of chapter and paragraph headings they
need only be imaginary ones at this stage! Print out this trial version of your design
before proceeding with the real thing.
The framework le is one of the les you unzipped and can be found in My
Documents\Thesis\Framework .
One le or multiple les?
When producing a large document, it is worth considering whether it should consist
of one large le or several smaller les which can be assembled at the end of the
process. The main consideration is, that if a single, large le becomes corrupted,
you could lose everything. Additionally, a large document can sometimes slow
down tasks like navigating, spelling and so on, especially if it contains pictures andgraphics.
If you opt to divide your document into individual les, an exercise in this guide
shows you how to assemble them at the end of the process. Any subsequent
changes made to the thesis should be made to the original individual les, which
can then be reassembled again into one large document.
Remember: It is
your responsibility
to check University
regulations govern-
ing the presenta-
tion of a thesis or
dissertation. Some
departments haveadditional regula-
tions or layout and
formatting speci-
cations.
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4
Appearance and Layout
Some hints
Keep it simple. Avoid special effects like shadow and underline.
If using columns, have no more than two on a page (when presenting academic
text).
Avoid justied text, especially with more than one column as it will contain largespaces and hyphenations making the text difcult to read.
Dont be afraid of blank space on the page: large blocks of dense text are less
easy to read.
Fonts
The University regulations state that the size of body text should not exceed 12pts
or be less that 10pts. There are approximately 72 points/inch: point is usually
abbreviated to pt.
A serif font (Times/New Roman or Palatino) should be used for the body text. Serif
fonts help the eye to travel through the words and from one word to the next. For
headings and labels, a sans serif font (Helvetica or Arial) should be used. These
fonts have straight lines that stand out in headings, especially when emboldened.
For an attractive, readable document, designers recommend using not more than
three fonts in one document, and not more than two per page.
Page layout
University regulations state that the thesis can be printed single-sided or doublesided. If double-sided is chosen, a new chapter must begin on the right-hand page.
If you are planning to print in a school or departmental lab, check whether double-
sided printing is available. When introducing a new topic, it is usually better to force
a new page by adding a page break so that new topics start on a new page.
For the main body text, line spacing should not be less than 1.5 spacing (or 18pts
leading). However, quotations should be single-spaced.
Margins
University regulations specify the size of margins for a thesis or dissertation: 4cm
binding margin, 2cm head margin, 2.5cm fore-edge margin, 4cm bottom margin. Of
particular importance is the left hand margin which has to be larger than the right to
accommodate the binding area. The framework le is set with the required margins.
Notes
Notes must be positioned consistently throughout the document, i.e. either at the
foot of the page, end of chapter or end of document. They must be in single spacing
and that includes the bibliography. All separate sections, notes, gures, tables,
bibliographies etc, must be identied in the table of contents.
Remember to check with your department for their regulations and to check the
University website for the latest information.
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5
Words ViewsYou can view your document in different ways. Each view is appropriate for certain
tasks or situations, so be aware that if you cannot see something on screen which
you know you have done, it may be that you are in the wrong view. The change of
view does not affect the document itself, just its appearance on screen.
Have a document on screen in order to see the different views.
From the View menu, you can select each view.
The views relevant to this workbook are:
Normal view
In Normal view you can see the formatting and layout elements of the document, but
you cannot see headers and footers, page-numbering, endnotes and annotations
without changing to Print Layout view.
Print Layout view (Mac: Page Layout view)
The most accurate of all the views; here you can see the document exactly as it will
print out; essential if you are printing to a remote printer.
Outline view
This view will allow you to see all levels of headings in the document, allowing
you to change their order or level. See the section on 'Outlines' for more detailed
information on this subject.
To view formatting in a document
By clicking on the Show/hide icon , you can view nonprinting characters which
show you where and what type of formatting has taken place. This function is very
useful when working on a highly formatted document as you can add and delete
formatting (e.g. new line, tab).
If this button is not showing on your toolbar, rst ensure that View > Toolbars >
Standard is selected. Then click the down arrow forToolbar Options . Select
Add or Remove buttons, then Standard and Show All.
To specify which nonprinting characters to show,
O n the Word menu, click Tools > Options, and then click the View tab.
Under Formatting marks, select the check boxes next to the characters you
want to display.
Tip: To display all formatting marks, select the All check box instead of selecting
each individual check box.
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The Importance of StylesLong documents are easier to read if the text has a consistent appearance. A
consistent appearance requires planning and effort, which is helped by the use of
styles. Styles also enable you to generate tables of contents and outlines.
What is a style?A style is a set of character and paragraph formatting instructions that you can store
and apply to text which you want to look the same, no matter where it appears in
your document.
Why use styles?
Efcient formatting
You get control over the structure of your document
They are essential for the generation of tables of contents and outlines
Note: Generating a list of gures and tables requires use of captions: see the
sections on 'Tables' and 'Tables of Contents and Figures'.
Much of the work in creating and modifying styles has already been done for you in
the framework le. However, you may need to create additional styles or modify an
existing style. The exercises below show you how.
Automatic styles
Word provides a default set of automatic styles in every blank document. They are
also present in the thesis and sub document templates, and can be changed if youwish.
Modifying an automatic style
In Word, open the framework le, if you have not already done so.
After Chapter 1, create a new line and type, Chemistry.
From the Format menu, select Styles and Formatting. (Mac: Click on the
Styles section of the Formatting Palette. (Select Formatting Palette from the
View menu if it is not visible.))
Place the cursor in Chemistry, and make it a heading by selecting Heading 3
from the Task Pane. (Mac: Formatting Palette.)
Place the cursor over Heading 3 in the Task Pane (Mac: Formatting Palette.).
Note the style description ofHeading 3.
Click on the down arrow then click on Modify.
The Modify Style dialog box will appear.
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From the Format pull down menu in the bottom left hand corner, select Font.
Change the font style to Bold Italic.
Click OK to exit the Font dialog box and OK again to exit Modify Style.
Change Chemistry back to Normal style.
This modication will take effect on any subsequent headings to which you apply
the Heading 3 style. If you already had several headings with this style, they would
have been automatically changed throughout the document. You can use this
method to change any styles in your document.
Keep paragraphs with headings
To avoid the text of a paragraph being separated from its heading, especially overa new page, an option, Keep with Next, is set in the style format. You can also
prevent the rst or last line of a paragraph appearing on its own at the top or bottom
of a page (Widows/Orphans).
In the Task Pane (Mac:Styles section of the Formatting Palette.), click the
down arrow next to the Heading 3 style.
Click Modify.
Select Paragraph from the pull-down Format menu.
Select the Line and Page Breaks tab.
Note that Keep with next is checked and Widow/Orphan control is checked,
ensuring that the paragraph will not become separated from its heading across a
page break, and words will not be isolated at the beginning or end of a page.
Click OK to close the Paragraph box.
Click OK again to close the Modify Style box.
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Creating a Style from Scratch
If necessary, switch on the Show/Hide button to reveal all non-printing
symbols.
Place the insertion point in the last paragraph mark of the le.
Press the [Return] key.
Type the following paragraph for which the style QUOTE will be created.
We further observe that the molecular chains are in no sort of
order, but resemble rather bits of string with which a kitten
has been playing.
Quotes will be paragraphs based on the Normal (default) style, but certain elements
of it have to be changed. University regulations require that quotations are in single
spacing. Conventionally a quote is also justied, and normally there is space before
and after the text it sits between and it is indented left and right.
Select the paragraph you have just typed.
If the Formatting Task Pane (Mac: Formatting Palette.) is not already
displayed, select it from the Format menu.
Click on New Style button to display the New Style dialog box.
In the Name box, type QUOTE.
The style name QUOTE is only a suggestion for the purpose of this exercise: you
can call your styles anything you like, but it helps if the name bears some relation
to the type of text it will format. It also helps to put it in uppercase so that you can
distinguish your styles from the Word default styles.
Verify that the Style Type is Paragraph.
Verify that the Style Based On is Normal.
From the Style for following paragraph pull-down menu, select Normal.
Click on the Format pull-down menu and select Paragraph.
Select the Indents and Spacing tab.
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From t he Alignment pull-down menu select Justifed.
Indent 2cmLeft and Right. (If you are using a different measurement system,
type 2cm and Word will convert automatically for you.)
Change Line spacing to Single.
Click in OK to close the Paragraph dialog box.
Click in OK again to close the New Style box.
Click QUOTE from the Pick Formatting to apply list in the Task Pane.
Note that the style called QUOTE now appears in the Style drop-down list on the
tool bar. It also appears at the top of the Task Pane under the heading, Formatting
of selected text (Mac:Current style of selected text.).
Working with existing text
Text you have already written which you intend to include in your document should
preferably be unstyled. If you have already applied styles, remove them before
copying and pasting the text into your framework.
Once the text is in the framework, you can apply styles quickly if you assign
keyboard shortcut keys to the styles you are going to use most frequently. This
speeds up the process of assigning styles to large amounts of text.
Assign a shortcut key to a style:
Place the insertion point in the typed quotation. (In your own work, put theinsertion point in the paragraph that contains the style to which you want to
assign the shortcut key).
Note: When the insertion point is placed anywhere in a paragraph, this selects the
paragraph; you do not need to select all the text in a paragraph.
Point to the QUOTE stylename in the Task Pane (Mac: Formatting Palette.)
and click the arrow to view the drop-down menu.
Select Modify, to display the Modify Style box.
Click on the Format drop-down menu, and choose Shortcut key todisplay the
Customise Keyboard box.
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Enter a shortcut key combination in the Press New Shortcut Key box. This can
be a combination of the Control [Ctrl] or Alt [Alt] key and a character on the
keyboard. For example, Alt + q. If the shortcut key you have chosen has already
been assigned, you will be told what your shortcut is Currently Assigned To. If
you dont want to overwrite this, choose a different shortcut.
When you are happy with your shortcut, click on Assign and then Close. (Mac:
OK.) Any current assignments will be overwritten.
Click on OK.
At the end of your document, press [Enter] to create a new paragraph and type
two more lines of text it will be in Normal style. Select the text and press [Alt]
q to apply the QUOTE style.
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Numbered HeadingsBecause headings are hierarchical structures of topics and subtopics, sometimes
it is appropriate to emphasise their relative signicance by numbering them. Word
offers several numbering options, but for these purposes, it is best to use Outline
Numbering as it is the most reliable when used in conjunction with styles.
Remember: Once you have set up Outline Numbering, do not use other
numbering methods.
In the framework le, place the insertion point after all the typing you have just
done, press [Return] and insert the Practice workle located in the Thesis\
Workfles folders. (Insert > File).
Format the three new headings with the styles Heading 1 to Heading 3, in order.
In the Task Pane, click the down-arrow beside Heading 1 style.
Click on Modify, then Format.
Select Numbering.
Click on the Outline Numbered tab.
Select the option with numbering 1, 1.1, 1.1.1.... in the bottom row.
This numbering scheme is already customised to use the built-in heading styles. To
see how this works:
Click Customize...
Check that Level 1 is selected and the number format and alignments are what
you want, then click on More to access additional options. (Mac:
The down arrow in the bottom left-hand corner .)
Ensure that Heading 1 shows in the Link level to style box.
Select Level 2 in the upper portion of the dialog box. Make sure that Heading 2
in the Link level to style box.
Repeat for heading level three. Note how the headings appear in the Preview
box.
Click OK, then OK again.
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Sections
Sections separate different formats
Sections are used to identify to Word those parts of a document which are formatted
differently from the document as a whole. A section must have a beginning and an
end. Sections are created by inserting section breaks, via the Insert > Break menu,
at the start and end of the different formatting. All formatting within a section, such
as headers, footers and sequence of page numbers, is stored in the section break.
When you delete a section break, you also delete the formatting for the section that
precedes the break. The text becomes part of the following section and assumes the
formatting of that section. A section can be a whole document or be as small as a
single paragraph.
When to use a section break
Create a new section when you want to change any of the following in a part of a
document:
Number of columns
Margins, page orientation, or paper size
Format, position, or sequence of page numbers
Contents of headers and footers
Alignment of text on a page
Types of section break
You create a new section by placing the insertion point where you want it to begin
then choose Insert > Break to display the Break dialog box. There are four types of
section break:
Option Effect
Next Page The new section begins on a new page.
Continuous A section break is inserted, but pagination is not
changed unless the two sections have different
settings for page size or orientation. In those cases,
the new section will be on a new page even if you
select this option.
Even Page The new section begins on the next even-numbered
or left-side page. If necessary, a blank page is
inserted.
Odd Page The new section begins on the next odd-numbered
page. If necessary, a blank page will precede it.
This option is often used to begin chapters or other
divisions that should begin on a right-side page.
Insert a section breakThis exercise creates a section in which the text will appear in two columns on the
same page.
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Open the le Chemistry from the\Thesis\Workfles folder.
Place the insertion point at the beginning of the rst paragraph.
Type Chemistry.
Press [Return], then from the style box on the Formatting toolbar format the
heading Chemistry with the Heading 1 style.
Place the insertion point at the beginning of the rst paragraph.
Open the Insert menu and select Break.
Under Section break types, select Continuous in the dialog box. Click OK.
(Mac: Select Insert/Break/Section Break (Continuous).)
Place the insertion point after the rst paragraph.
Open the Insert menu and select Break.
Under Section break types, select Continuous in the dialog box, then click OK.
(Mac: Select Insert/Break/Section Break (Continuous).)
Place the cursor in the rst paragraph.
From the Format menu, select Columns.
Click on the icon for two columns, then OK.
The document then changes to Print Layout view. Note that only the paragraphs
between the section breaks are in two columns. These columns are not visible inNormal view, but can be seen in Print Layout (Mac: Page Layout.) view orPrint
Preview.
Save the le.
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Headers and FootersHeaders and footers are areas at the top and bottom of each page for text which
has to appear on every page or separate sections of a document.
The page number is the most obvious example of this, but headers and footers
may contain almost anything. In the case of a thesis, the title of the document,
page number and the title of the chapter are the most usual entries. All text within
a header or footer can be formatted in the normal way. You might also nd it useful
to include the date or version number so that you will be able to identify particular
printed copies of your document, but remember to delete this from your nal copy!
The convention for numbering documents such as a thesis, is to have introductory
pages numbered in lower case Roman numerals (i, ii, iii) and the main pages in
Arabic numbers (1, 2, 3).
Overtype the thesis header
The framework le already has the text Type the name of your thesis here as aheader. This has to be overtyped with the name of your thesis. For the purposes of
this exercise, it is called Atomic Relationships.
Open the framework le, if it is not already open.
Scroll down to place the insertion point in Chapter 1.
From the View menu select Header and Footer.
Select the text, Type the name of your thesis here.
Type
Atomic Relationships
(Note that the style is called Header.)
Close the Header and Footertoolbar.
The header, Atomic Relationships, will appear on every page of the thesis starting
from the rst page of text (Chapter 1). Note that this will only be visible in Print
Layout (Mac: Page Layout.) view.
The footer, which will contain the page number and title of each chapter, will be
printed on every page but will be different for each chapter and must therefore be
detached from the previous chapter footer using a section break.
Insert page numbers in the footer
Ensure that you are in Normal view.
Place the insertion point in the Preface page.
From the View menu, select Header and Footer.
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Click on the Switch between Header and Footericon on the toolbar. This takes
you to the footer area.
Word automatically inserts centre and right tab settings in the header and footer
(if you can't see the ruler, select View > Rulerto check their position). Press Tab
to move to the centre of the footer.
Click on the Insert Page Numbericon. The page number displays in Arabic
numbering.
Select the Format Page Numbericon.
Change the Number Format to i ii iii.
In Page Numbering, click in Start at so that the Preface page starts at number i.
Click OK to close the dialog box.
Close the Header and Footertoolbar.
Change the footer
As the format of page numbers in the introductory pages is different to the main
pages, you will need to change the footer on the rst main page.
Place the insertion point in the rst chapter.
From the View menu, select Header and Footer.
Switch to the Footer.
Select the text, Type the name of the chapter here.
Type Pairs of Atoms and press tab to move to the centre of the footer.
Click the Insert Page Numbericon on the toolbar.
Click on the Format Page Numbericon. If necessary, change the Number
Format to Arabic numerals (1, 2, 3...) and ensure the page number starts at 1.
Click OK.
Click in Close to close the Header and Footertoolbar.
Save the framework document.
Note: This section below is for reference only if you choose to have each
chapters title in the footer, use the method below at the start of each new chapter.
Insert a Next Page section break. (Insert > Break).
In the new page, from the View menu, select Header and Footer.
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Switch to Footer.
The text 'Same as Previous' should appear on the right just above the footer area
indicating that the formatting from the previous section has been carried forward into
the new one.
Click in the Link to Previous icon to detach this footer from the one in the
previous section.
Overtype Pairs of Atoms with Molecular Combinations.
Click in the Format Page Numbericon.
Click in Continue from Previous Section.
This will ensure that page numbering is continuous throughout the chapters.
For more information about combining chapters, see the section 'Assembling your
Document'.
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Footnotes and EndnotesFootnotes and endnotes provide references for text within a document. Footnotes
appear at the bottom of a page in a document. Endnotes, usually used for citation
of sources, appear at the end of the document. If you are using section breaks
to separate your chapters, you can choose to place endnotes at the end of each
section.
Both footnotes and endnotes consist of two linked parts the reference mark and
the corresponding text.
Note: Check the regulations regarding the appearance of footnotes and endnotes.
Inserting and viewing a footnote
If necessary, reopen your framework document.
Position the insertion point at the end of Chemistry in Chapter 1.
In Normal view, from the Insert menu, select Reference > Footnote. (Mac:
Footnote.)
The Numbering default is Arabic numbers for footnotes and small Roman numerals
for endnotes, which can be changed using the Number Format drop down menu
in the Footnote and Endnote dialog box. (Mac: nd this by clicking the Options
button.)
Click Insert.
A note reference mark has been inserted next to Chemistry and an area for typing
the footnote appears.
In the Footnote pane, type
This information is also available on-line.
Change to Print Layout view to see the footnote at the foot of the page.
Close but do not save the document.
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Display and edit footnotes and endnotes
Editing
To edit footnotes or endnotes in Normal view, double-click on the corresponding
reference mark. This will open the Footnote/Endnote pane. In Print Layout
(Mac: Page Layout.) view, your cursor will move to the footnote/endnote entry.
Alternatively you can simply click on the text of the footnote. In Normal view you can
also open the footnote pane from anywhere in the document by choosing View >Footnotes.
Regulations
University regulations suggest that footnotes are typed in single spacing, and are
consistent in where they appear in the document: eitherat the foot of the page, at
the end of each chapterorat the end of the thesis. Check with your supervisor for
the guidelines in your subject area.
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Using Bibliographic Software to Manage your
ReferencesThis section introduces you to two applicatons designed to manage references
within your document. Citations can be entered whilst writing or after the document
is assembled. As citations are added to the text, a bibliography is automatically
generated at the end of the document.
The University has a site licence for the bibliographic packages, EndNote and
Reference Manager. These bibliographic packages allow you to store references
which you may enter manually or download from the web. Using Cite While
You Write, any reference can be imported from your EndNote or Reference
Manager library into your thesis and a bibliography automatically generated. It is
recommended that you attend one of the two courses dedicated to these packages.
You will nd details of the courses in the C Data section at:
http://webdb.ucs.ed.ac.uk/eucscourses/courselist/
This workbook focuses on EndNote, but Reference Managerhas the samefunctionality.
Why use EndNote?
EndNote is a reference and image database. It allows you to create your own
reference library. You can store, manage and search through your references.
EndNote also formats citations and gures in Word with Cite While You Write. The
bibliography and gure list appear as you insert citations in your document, directly
from your reference library.
EndNote can import bibliographic records and other data from a variety of online
services and library databases. It can also act as an online search tool, directly
searching online bibliographic databases and retrieving the references into EndNote.
Using Cite While You Write
From Start, select All Programs > Word Processing > EndNote, and nally,
EndNote Program. (Mac: double-click on the following: the Mac HD icon,
Applications folder, EndNote folder, EndNote application.)
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In the EndNote dialog box, tick Open an Existing EndNote Library.
If Paleo is not listed in the drop-down box, click Browse. (In training rooms, your
tutor will guide you.) Choose Local Disk: C:\Program Files\EndNote\
Examples\ and then . (Mac: /Applications/EndNote/Examples/Paleo.
enl.)
Note: EndNote may bring up a window warning you that the Paleo library is on alocked volume. If it does, click on OK.
Inserting citations
At the end of the framework document, enter text as if you were writing your
paper:
The fossil in question was generally regarded to be the 220
million year-old remains of tyrannosaurus. Several years ago
however, this hypothesis was overturned by the discovery of
yet another species.
Now you are ready to insert a citation.
From the Tools menu go to the EndNote submenu and then Find Citation(s), or
click on the Find Citations button on the EndNote toolbar.
The EndNote Insert Citation(s) dialog appears.
Type the author name: Morehouse in the Find box and click Search.
EndNote lists the matching references. In this case, a single reference matches the
search.
Click Insert to insert the selected reference as a citation.
EndNote not only inserts a citation, but Instant Formatting formats it in the chosen
style. If an extensive amount of text appears, rather than a concise citation, Field
Codes may be enabled.
If that is the case, from the Tools menu, select Options. (Mac: Word/
Preferences.)
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In the View tab, deselect Field Codes.
Click OK.
The text should change to a concise citation.
Add more text to the paper:
It is now the undisputed progeny of the species at hand.
From the Tools menu, go to the EndNote submenu and then Find Citation(s),
or click the Find Citations button.
Type the date 1987 into the nd box and click Search.
EndNote lists the matching references.
Scroll down the list of matching references, select the reference by the author
Turnhouse, and click Insert.
EndNote not only inserts the citation, but Cite While You Write technology formats
it and adds it to the bibliography at the end of the paper.
Scroll down the document to view the bibliography.
Close but do not save the framework document.
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Tables
Flexible table creation
A Word table presents related data effectively and easily. Tables in Word are
arranged in grid-like structures consisting of boxes called cells into which you enter
data, text or numbers, or even a graphic. A cell allows text wrap-around and will
expand vertically to accommodate what you enter. In Word, there is ample scope formanipulating the table to your own requirements and more than one way to create
one. This guide uses the Draw Table feature, an easy and quick introduction to
creating a simple or complex table.
Drawing a table
Create a new page and place the insertion point at the top.
From the Table menu, select Draw Table.
The page goes into Print Layout view.
Press the mouse button and drag it diagonally across the page to draw the
outside border of a table.
Click and drag horizontally and vertically to draw in rows and columns of different
sizes.
Click on the Draw Table icon on the Tables and Borders toolbar to
deselect.
Select the rows/columns you wish to be of the same size.
Click on the Distribute Rows Evenly / Distribute Columns Evenly
icons.
Experiment with the other icons on the Tables and Borders toolbar.
Automatic captions
If your thesis contains gures, diagrams or equations, you can automatically list
and number these. If you use this feature (Captions), the numbering of these
is a dynamic process so that if at any time you add or delete an item, all gure
numbers are automatically updated. The generation of a table of these items is also
automatic, if you use the Captions feature. See the section 'Tables of Contents and
Figures'.
Inserting captions
Click anywhere in the table you have created.
From the Insert menu, select Reference, and then Caption. (Mac: Insert/
Caption.)
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Open the Label pull down menu to select the type of item.
Select Table.
You can enter text for your caption if you wish.
in Caption, click after the caption number and type: Sample data
Click OK to generate the caption.
If necessary repeat this exercise for different item types (for example, gures,
diagrams, graphs).
If you have an item that is not an equation, gure or table, select New Label and
type in your own item. This will then be incorporated within the Label pull-down
menu so that you can choose it when necessary.
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Assemble your DocumentIf you have opted to work with separate les, this section recommends how to
assemble them into the framework le.You should also keep separate copies
of each chapter. You should also check with your department for their suggested
practice.
Remember that once you have assembled your document, it is unwise to do
any further editing on it. If subsequent editing is required you should return to
the separate copies of each chapter and then, when nal editing is complete,
reassemble.
Each le, (which may be a chapter for example), will have a different header and
footer to the others and it is important that this remains the case when the les are
assembled. The correct assembly is achieved by using the Insert/File command
(rather than cut and paste) and by separating the les with Next Pagesection
breaks so that all le-specic elements are preserved.
Note: When assembling your own thesis chapters, remember to ensure that you
have inserted page numbers in the footer or header of each chapter.
Exercise
Open the framework document.
At the end of the document, press [Return] and insert a Next Page section
break.
From the Insert menu, select File and open Chapter 2 from the\Thesis\
Workfles folder. This action will insert it into the end of the frameworkdocument.
Open the Footer, ensure that Same as Previous is not selected, and type
the name of the chapter (you decide!). Select the page number. Then click
on the Format Page Numbericon and select Continue from the Previous
Section. This will ensure that the page numbers are consecutive throughout the
document.
At the end of Chapter 2, insert a Next Page section break.
Insert Chapter 3, and follow the same instructions as for Chapter 2.
Close but do not save the document.
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Tables of Contents and FiguresImportant: The generation of a Table of Contents depends on Heading styles
having been applied to your headings.
Producing a Table of Contents is a simple matter of ensuring that each topic you
want to appear in the contents page is formatted with one of Words Heading styles.
Creating the Table of Contents is something that you do towards the end of the
document production task, but you must plan for it from the earliest stage so that
you have some idea which topics will be appropriate to include.
Select the desired format for your Table of Contents, checking the Preview box
in the Table of Contents window to see how the table will be displayed after it is
generated (remember also to check that it is acceptable to the University and your
department). Try out this simple procedure on the practice le.
Generating a Table of Contents
Open the le called practice.
Format the headings from levels one to three.
Check that you are in Normal view.
Insert page breaks after each paragraph.
With the insertion point in the rst page, put a page number in the footer.
Place the insertion point before the rst heading and insert a next page section
break.
Place the insertion point in the new page you have just created.
Type Table of Contents in the Normal style but make it bold and a larger
font size.
Press the [Return] key.
Keep the insertion point in the Table of Contents page.
From the Insert menu, select Reference. Choose Index and Tables. (Mac:
Insert/Index and Tables.)
Select the Table of Contents tab.
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From the Formats box, make sure From template is selected.
Change Show Levels to 3 if necessary.
Observe the Print Preview box which shows the nal format of your table.
Click on OK to close the Index and Tables dialog box and generate the table of
contents.
Click on the Print Preview button to see how it looks.
Click on the Close Preview button to return to Normal view.
Save and close the document. If you subsequently insert additional topics, you
must regenerate the table of contents. (Right-click (Mac:[Ctrl]-click.) anywhere
in the table of contents. Select Update feld and then Update entire table.)
You can change the appearance of a table of contents by clicking on the Modify
button in the Index and Tables dialog box. You will see the entries TOC1 to TOC9:
these are the styles used to display the table of contents. Click on a style name and
on Modify. You can now make any changes you wish in the Modify Style dialog
box.
Generating a Table of FiguresOpen the framework document. Ensure you are in Normal view.
Position the insertion point at the end of the Table of Contents page and press
[Return].
From the Insert menu, select Reference, choose Index and Tables. (Mac:
Insert/Index and Tables.)
Click on the Table of Figures tab.
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Select the type of item from the Caption label box. Click OK.
Repeat this process to make a table for each item type in your thesis.
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OutlinesOutline View is an alternative way of displaying and viewing a document. It shows
the documents basic structure: it can display paragraphs in either heading levels
or headings and body text. It speeds up tasks such as moving text, scrolling and
changing the level of topics in a document. This view allows you to see just the
headings of your document so that you can get a feel for whether its structure and
overall ow is as you want it.
Working in Outline view
Return to the le called practice.
Select Outline from the View menu.
On the Outlining toolbar, click in the Show Level box and select Show Level 2.
(Mac: Show Heading 2.)
The document will only show the rst two levels of headings.
Click on the Show Level box to select headings at level 3.
Observe the text area. The entire outline is visible within the document window. The
text is collapsed, so only the headings are visible.
Moving headings with their text
Place the mouse pointer on the plus symbol next to the last heading ( MolecularCombinations).
The mouse pointer changes to a four-headed arrow (Mac: The pointer does not
change.).
Drag the symbol to above the heading Complex Molecules. Keep holding down
the left mouse button.
A horizontal line indicates the new position of the last heading and the text to which
it is attached.
Release the mouse button to move the section.
Changing heading levelsYou may decide that a heading level and its associated text should be promoted or
demoted. This is easy and instantaneous with Outlines.
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Place the insertion point in the rst heading (Pairs of Atoms).
Click on the Demote icon to demote it to heading level 2.
In the Outline Toolbar, click on the Show Level box and select Show All
Levels to expand the entire document.
Close but do not save the le.
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Backup StrategyA strategy for backing up your work is essential whether the computer you use is at
home, in the Open Access Labs or in your department. A considerable amount of
time is spent in the preparation of a document such as a thesis or dissertation, so it
makes sense to go to some trouble to ensure its protection. It is not unknown for a
thesis to vanish because of disk or le corruption of one sort or another. This sort of
heartbreak can be avoided with a good backup strategy.
In writing a long document, you may also want to keep copies of various drafts along
the way. It is easy to get confused over which is the most current draft. You should
decide on a strategy in advance to keep track of drafts. For example, you may want
to save a copy of your current document or chapter each week, incorporating the
date into the title. This copy should be kept as a backup and not worked on again.
You could also make these older copies read-only. Find a method that suits your
style of working and stick to it.
Storage strategy and storage devicesFor information on oppy disks, CDs, and pen drives, see Making a Copy of Your
Files, available from the Basic Computer Use section of the Web Helpdesk at:
http://www.students.ucs.ed.ac.uk/helpdesk/
Keep a backup on your M: drive in the Open Access Labs.
Write the names and dates of every le on the front label of each disk.
Keep a backup in a different geographical location.
Users in the Open Access Labs and elsewhere, are responsible for their ownremovable media. Removable media are vulnerable to light, heat, dust and
electromagnetic sources such as televisions and mobile phones.
Storage area (in the Open Access Labs)
As a matriculated student, you have an area on a computer server which belongs to
you alone during your time at university. It is a space on the PCs M: drive where you
can safely store les, as it is backed up every night. To keep any work you do in the
labs, it must be saved to this drive. This must be done by you, it does not happen
automatically.
Further information
For more information about saving your work and making backups, please see the
Backups subject available by clicking on the Online Help icon on any desktop in the
Open Access labs.
Working in more than one place
If you work on more than one computer, remember to save your work in the
appropriate document type and version of wordprocessor if different.
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Other sources of information and help
Brush up on Word
The document Writing an Essay in Wordand subject-specic task notes are
produced by the Universitys Student Support Team, and are very useful guides to
using the basic features of Word. You can access the notes by double-clicking on
the Online Help button on any Open Access Lab computer or going to the address:
http://www.students.ucs.ed.ac.uk/helpdesk/
Information Services also provides documentation and training for postgraduates
and staff. Details of courses can be found at:
http://www.ucs.ed.ac.uk/usd/cts/courses/
Course material and notes are available at:
http://www.ucs.ed.ac.uk/usd/cts/catalogue/
Support teams
IS provides support teams, broadly grouped by discipline, to help staff andpostgraduates with any computing problem. See:
http://www.is.ed.ac.uk/itus/
A team dedicated to the support of undergraduates is located at the Main Library
in George Square. Undergraduates can email in their questions to Student.
Printers
In addition to the printers supplied in the Open Access Labs, the Learning
Resource Centre, (LRC) in George Square and the Graphics and MultiMediaResource Centre at Kings Buildings provide facilities for scanning and colour
printing. Please note that a pre-payment scheme operates for use of these printers.
Refer to Start Here in the Open Access Windows (or) Mac Labs.
Desktop publishing
Word provides graphics handling capabilities, but if there is a requirement for a more
complex layout, you may need to use a desktop publishing package. In this case,
Adobe InDesign, available in The Learning Resource Centre, is the supported
package. For additional graphics work, make yourself familiar with the other facilities
available in The Learning Resource Centre (LRC) in the Main Library, GeorgeSquare or the Graphics and Multimedia Resource Centre at JCMB, Kings
Buildings.
Further Reading
MHRA Style Book: Notes for Authors, Editors, and Writers of Theses, London:
Modern Humanities Research Association, 5th edition 1996, pp.100, ISBN
0-947623-61-2
Chicago Manual of Style. Chicago/London: University of Chicago Press, 15th ed.
2003, pp. 956
These useful and cheap guides cover everything you would normally require
for academic writing or formal publication from spelling, abbreviations, and
punctuation through to bibliographic referencing.
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Reference services
The University of Edinburgh Library offers a range of services to assist you in nding
references to literature. In most cases it is possible to connect to the database of
your choice directly from the Library Website, Library Online:
http://www.lib.ed.ac.uk/resources/databases/
Many databases are now available from any PC with Internet access, on or offcampus, using a username and password system known as UK Federation or
Shibboleth. Information on using this system is available on Library Online.
Questions about accessing databases can be directed to the Information Services
Helpdesk, in the Main Library or your faculty library.
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FeedbackFeedback
Please let us know if there is anything in this document which you didnt nd clear,
or which we have omitted, so that we may improve future editions. Please send your
comments (on a photocopy of this page if you like) to:
Shona Matchett
Library and User Services Division,
Information Services,
Edinburgh University,
19 Buccleuch Place,
Edinburgh EH8 9LN
or by email to: [email protected]
Document: Producing a Thesis or Long Document in Word
Edition: 2, November, 2008
Your name and address:
Comments: