ETD Resources

THIS IS A WORK IN PROGRESS – FROM OLD WIKI

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EndNote

Not all classes are created equal. This is especially true with ETD classes. There may be instances where a good portion of the time will spend discussing EndNote and how to conduct research. Other times there will only be a quick mention of EndNote. This will depend on where the graduate students are in writing their thesis or dissertations. If they are just beginning then they will need to learn EndNote. If they are finishing up, EndNote will be of little use to them. Refer to EndNote documentation for EndNote resources.

Styles

Styles are the backbone of Word text formatting. Every paragraph has associated with it a style. To change the style of a paragraph. Put the cursor inside of the paragraph, then select a new style from the

Home Tab> Styles Group> Quick Styles Menu

By default, text will be assigned to the “normal” style (the first style in the Quick Styles Menu).

The beauty of styles is that when you alter a style, every paragraph that is assigned that style will automatically change with it. So you can literally change the way your document looks and feels with a click of a button.

Altering Quick Styles

To quickly make global changes to all of your styles, you can use the Change Styles button located on Home Tab> Styles Group. From here you can change the style set, the style colors, style fonts, and paragraph spacing.

To make small changes to individual styles, right click on the style in the Quick Styles menu then select “Modify…”. From this next menu you can change every little detail about the style for more formatting options, click on the Format button on the bottom left-hand corner of the menu (Modify Style Menu). Here you will have a list of all the available options.

Often you locally change text, then want to have locally formatted text replace an existing style (this is very useful for research papers that have very specific formatting rules). To replace a style, select the text that has the style of text that you want. Then right click on the style you want to replace in the Quick Styles Menu and choose the option “update [style name] to match selection.”

Tables of Contents

Tables of Contents generated by Word will automatically pull any paragraph assigned to a Header Quick Style (Header 1, Header 2, Header 3, etc.) in to the table. So before generating a table of contents, assign your headers to the headers style.

To insert a table of contents, place your cursor where you wish the table of contents to be placed. (If you want it on its own page, you will need to insert a blank page into your document. Insert Tab>Blank Page) Then click on References Tab> Table of Contents Group> Table of Contents. Choose what type of table of contents you wish to insert.

Notice that every entry in the table of contents contains an internal link to the particular section of your paper.

To create a custom table of contents, instead of choosing a preset style, choose the option “insert table of contents…” from the table of contents button. Here you can change the levels that are displayed the type of leaders and more. After creating a custom table of contents add a header by typing one in, then changing the Quick Style.

NOTE: To get the title page added as a bookmark, make the title a heading 1 style, then when you convert to PDF rename the bookmark to be TITLE PAGE

Export to PDF

To export as PDF the most universal instructions are the following:

Save the document as >> select PDF from drop down menu >> click on the Options button >> select “Create Bookmarks Using” >> select “Headings”

NOTE: When exporting from Word, if Word crashes while exporting Word will restart. The restarted copy of the thesis may end up with 0B, 1B, 2B etc. at the beginning of every bookmark in the navigation pane. MAKE SURE TO SAVE A BACKUP OF THE FINISHED WORD FILE BEFORE EXPORTING.

Open PDF with Bookmarks Panel

This is the most basic make-or-break requirement for the ETD to pass. With the PDF open follow these guides:

Select File >> Properties >> Click on the “Initial View” tab >> Under the “Navigation tab” category navigate to Bookmarks Panel and Page.

One Last Note

Many ETD classes will be department specific or custom courses. Many times these courses will be meant to combine the Word Research and ETD classes. When this is the case please be vigilant to the needs of the class. If the class is full of first year graduate students you will not need to go in depth into saving as a PDF or managing bookmarks or submitting the ETD, but should spend more time on EndNote and Word Research formatting material. However if the students are done writing their papers EndNote will be of little use to them. So just gauge where the class is and be flexible. Remember. . . “Blessed are the flexible, for they shall not be bent out of shape.”