Friday, April 17, 2009

References and Citations

References and Citations

Word 2007 offers great tools for citing sources, creating a bibliography, and managing the sources. The first step to creating a reference list and citations in a document is to choose the appropriate style that you will be using for formatting the citations and references.

Style
To choose a publishing style:

  • Click the References Tab on the Ribbon
  • Click the drop down box next to Style in the Citations & Bibliography Group
  • Choose the appropriate style.

Bibliography Styles

Citations
To insert a citation in the text portion of your document:

  • Click the References Tab on the Ribbon
  • Click the Insert Citation Button on the Citations & Bibliography Group
  • If this is a new source, click New Source
  • If you have already created this source, it will in the drop down list and you can click on it

Insert Citation Drop Down Menu

  • If you are creating a New Source, choose the type of source (book, article, etc.)
  • Complete the Create Source Form
  • If you need additional fields, be sure to click the Show All Bibliography Fields check box
  • Click OK

Create New Source Dialog Box

Placeholders
Placeholders can be utilized when there is a reference to be cited, but you do not have all of the information on the source. To insert a Placeholder:

  • Click Insert Citation
  • Click Add New Placeholder

Add New Placeholder Button

Manage Sources
Once you have completed a document you may need to add or delete sources, modify existing sources, or complete the information for the placeholders. To Manage Sources:

  • Click the References Tab on the Ribbon
  • Click the Manage Sources Button on the Citations & Bibliography Group
  • From this menu you can Add, Delete, and Edit Sources (note, you can preview the source in the bottom pane of the window

Manage Sources Dialog Box

Bibliography
To add a Bibliography to the document:

  • Place the cursor in the document where you want the bibliography
  • Click the References Tab on the Ribbon
  • Click the Bibliography Button on the Citations & Bibliography Group
  • Choose Insert Built-in Bibliography/Works Cited or Insert Bibliography

Insert Bibliography Drop Down Menu

Insert Footnote
Some types of academic writing utilize footnotes. To insert a footnote:

  • Click the References Tab on the Ribbon
  • Click Insert Footnote (or Insert Endnote depending on your needs)
  • Begin typing the footnote

Insert Footnote Group

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Lists

Lists

Lists allow you to format and organize text with numbers, bullets, or in an outline.

Bulleted and Numbered Lists
Bulleted lists have bullet points, numbered lists have numbers, and outline lists combine numbers and letters depending on the organization of the list.

To add a list to existing text:

  • Select the text you wish to make a list
  • From the Paragraph Group on the Home Tab, Click the Bulleted or Numbered Lists button

Bulleted and Numbered Lists Group

To create a new list:

  • Place your cursor where you want the list in the document
  • Click the Bulleted or Numbered Lists button
  • Begin typing

Nested Lists
A nested list is list with several levels of indented text. To create a nested list:

  • Create your list following the directions above
  • Click the Increase or Decrease Indent button

Increase and Decrease Indent Buttons

Formatting Lists
The bullet image and numbering format can be changed by using the Bullets or Numbering dialog box.

  • Select the entire list to change all the bullets or numbers, or
    Place the cursor on one line within the list to change a single bullet
  • Right click
  • Click the arrow next to the bulleted or numbered list and choose a bullet or numbering style.

Bullet and Numbered Lists Formatting Drop Down Box


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Track Changes

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Track Changes


Track Changes is a great feature of Word that allows you to see what changes have been made to a document. The tools for track changes are found on the Reviewing tab of the Ribbon.

Track Changes Word Document

Begin Track Changes
To keep track of the changes you’ll be making to a document, you must click on Track Changes icon.
To start Tracking Changes:

  • Click Review Tab on the Ribbon
  • Click Track Changes
  • Make the changes to your document and you will see any changes you have made.

Activate Track Changes Button

Document Views
There are four ways to view a document after you have tracked changes:

  • Final Showing Markup: This shows the document with the changes displayed
  • Final: This shows the changed document, without the changes displayed
  • Original Showing Markup: The original document with the changes displayed
  • Original: The original document without any changes.

To change the view, click the appropriate choice in the Tracking Group of the Review Tab on the Ribbon.

Track Changes Document Views Drop Down Menu

The Show Markup feature allows you to view different items (comments, formatting, etc.) and choose to view different authors’ comments.

Show Markup Menu

Accept or Reject Changes
When you view the changes in a document you can either choose to accept or reject the changes. This allows you to review the document by each change to accept or reject each change.

Accept or Reject Changes Drop Down Menu

Comments
The New Comments icon also lets you add comments to the document. To add a new comment, put your cursor where you would like to add the comment and click on New Comment.

Add New Comment Button


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Creating Web Pages

Creating Web Pages

Simple web pages can be created in Word using the Save as Feature. In a web document, you can insert pictures and hyperlinks. To view the document as you would a web page:

  • Click the View Tab on the Ribbon
  • Click the Web Layout Button in the Document Views Group

Web Layout View Button

Entering Text
To enter text into the document, simply begin typing. If you want to adjust the layout of the page and text, you should use tables to format the page properly.

Hyperlinks
Hyperlinks, or links, allow the reader to click on text and go to another web site. To create a hyperlink:

  • Select the text that will be the link
  • Click the Insert Tab of the Ribbon
  • Click the Hyperlink Button on the Links Group
  • Type in the web address, or URL, of the link
  • Click OK

Insert Hyperlink Dialog Box

Saving Web Pages
To save a web page:

  • Click the Office Button
  • Move the cursor over Save As
  • Click Other Formats

Save As Other Formats Button

  • Under Save as Type, click Web Page
  • Type in the name of the document (without spaces)

Save As Web Page

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Macros

Macros

Macros are advanced features that can speed up editing or formatting you may perform often in a Word document. They record sequences of menu selections that you choose so that a series of actions can be completed in one step.

Recording a Macro
To record a Macro:

  • Click the View Tab on the Ribbon
  • Click Macros
  • Click Record Macro

Record Macro Button

Record Macro Dialog Box

  • Enter a name (without spaces)
  • Click whether you want it assigned to a button (on the Quick Access Toolbar) or the keyboard (a sequence of keys)
  • To assign the macro a button on the Quick Access Toolbar:
    • Click Button
    • Under the Customize Quick Access Toolbar, select the document for which you want the Macro available

    Customize Quick Access Toolbar Dialog Box

    • Under Choose Commands: Click the Macro that you are recording
    • Click Add
    • Click OK to begin Recording the Macro
    • Perform the actions you want recorded in the Macro
    • Click on Macros
    • Click on Stop Recording Macros

Stop Recording Macro Button

  • To assign a macro button to a keyboard shortcut:
    • Click Keyboard
    • In the Press New Shortcut Key box, type the key sequence that you want and click Assign

    Keyboard Marco Creation Dialog Box

    • Click Close to begin recording the Macro
    • Perform the actions you want recorded in the Macro
    • Click on Macros
    • Click on Stop Recording Macros

Running a Macro
Running a macro depends on whether it’s been added to the Quick Access Toolbar or if it’s been given a Keyboard Shortcut.

  • To run a Macro from the Quick Access Toolbar, simply click the Macro Icon

Macro Button on Quick Access Toolbar

  • To run a Macro from the Keyboard shortcut, simply press the keys that you have programmed to run the Macro.
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Table of Contents

Table of Contents

The easiest way to create a Table of Contents is to utilize the Heading Styles that you want to include in the Table of Contents. For example: Heading 1, Heading 2, etc. based on the content of your document. When you add or delete headings from your document, Word updates your Table of Contents. Word also updates the page number in the table of contents when information in the document is added or deleted. When you create a Table of Contents, the first thing you want to do is mark the entries in your document. The Table of Contents is formatted based on levels of headings. Level 1 will include any text identified with the style Heading 1.

Mark Table of Contents Entries
You can mark the Table of Contents entries in one of two ways: by using built-in heading styles or by marking individual text entries.

To Use Built-In Heading Styles

  • Select the text that you wish to be the heading
  • Click the Home Tab
  • In the Styles Group, click Heading 1 (or the appropriate heading)

Heading Style One Button

  • If you don’t see the style you want, click the arrow to expand the Quick Styles Gallery
  • If the style you want does not appear click Save Selection as New Quick Style

Heading New Style Quick Style Option

To Mark Individual Entries:

  • Select the text you wish to make a heading
  • Click the References Tab
  • Click Add Text in the Table of Contents Group
  • Click the Level that you want to label your selection

Table of Contents Add Text Levels Drop Down

Create a Table of Contents
To create the table of contents:

  • Put your cursor in the document where you want the Table of Contents
  • Click the References Tab
  • Click the Table of Contents button

Create Table of Contents Drown Down Menu

Update Table of Contents
If you have added or removed headings or other table of contents entries you can update by:

  • Apply headings or mark individual entries as directed above
  • Click the References Tab in the Ribbon
  • Click Update Table

Update Table of Contents Button

Delete Table of Contents
To delete a table of contents:

  • Click the References Tab on the Ribbon
  • Click Table of Contents
  • Click Remove Table of Contents

Remove Table of Contents Drop Down


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