Research Writing Tools

I. Managing files

Directories

File / Open / File Options / Create Directory / Enter the name of the new directory, or the complete path to change the default location. Note the options to remove and rename directories.

Files

File / Open or Save As (or Insert / File) / File Options - Select Copy, Move, Rename, Delete, or file attributes such as Read-Only. Specify the option and then the filename(s) or other parameters.

Multiple Files

Word Perfect allows you to have up to 9 documents open at one time, memory permitting. Normally, you will see only the current document. To switch to another open document, click Window, then the name of the document. To see both documents at one time, click Window / Tile / Vertical or Horizontal. Text can be copied or moved from one document to another.

Word Perfect allows you to mix numbered items, called outline levels , with normal text referred to as body text. It also defines peer relationships at each outline level with subtopics being referred to as daughters and equal level as sisters. The numbering scheme is controlled by the style selected. Word perfect comes with seven styles, some automatic, some manual. In the automatic style Word Perfect automatically inserts the next line number whenever you press the ENTER key. All of the built-in styles are automatic, with the exception of the heading style.

Outline Feature bar

Displayed this by clicking Tools / Outline. When enabled, Level icons will appear on the left, with “T” indicating text and a number indicating the level.

Creating an Outline

After positioning the cursor, click Tools / Outline, then choose the outline style rom the drop down box left of the close button. Now enter your text. Each line item can be promoted or demoted with the left or right arrows on the outline bar. Specific line numbers can be assigned with the Options / Change level button. As items are entered, numbers are generated automatically. To turn off the automatic numbering, click the “T” on the outline bar. Click it again to turn it back on. If you want to indent the text, use CTRL-Tab or F7 for multiple lines.

Changing an Outline

Move the cursor to the item to be changed or anywhere in the outline for a global change. Select the feature from the outline bar or shortcut keys. Items that can be changed include:

Changing the style.

New outline items can be added by first positioning the cursor at the end of the line above the new item, then pressing ENTER. In manual styles you must also click the “T” button. Outline items can be deleted by selecting and pressing the DEL key.

Text can be switched from outline level to body text by selecting it and clicking the “T”.

Text can be hidden and redisplayed with the Show/Hide button.

Change the level of display by expanding or collapsing the levels with the + or - button.

Use the Outline editor to move or copy a family by selecting it and either dragging it or using the Copy/ Paste feature.

Creating an Outline Style

If you need a special style that is not available in Word Perfect, create your own by clicking the Options button, then Define Outline. Follow with Create and define your options.

Many documents require references, such as footnotes or table of contents, that are very labor intensive for the author to maintain. Fortunately, Word Perfect can manage these features and automatically update them as you change your document. The Generate Toolbar contains the buttons to help you create and manage references. Display it by right clicking the toolbar and choosing Generate from the menu.

Footnotes and Endnotes

Adding and Editing

All notes consist of a note number and the note itself. To add one do the following:

1. Move to where you want the number to appear.
2. Choose Insert / Footnote or Endnote
3. Choose Close then Create
4. Enter your note.
5. Click Close when done.

To edit an existing note:

1. Move the insertion point to the page that contains the note.
2. Choose Insert / Footnote or Endnote.
3. Choose Edit.
4. Type the number of the note to be edited and press ENTER.
5. Make your changes.
6. Click Close.

Renumbering

To change the note numbering:

1. Place the cursor on the note to be renumbered.
2. Choose Insert / Footnote or Endnote.
3. Choose New Number
4. Choose Increase, Decrease or New Number to change the number.
5. Choose OK.

Changing the Format of Notes

Select the notes you want to change and choose Insert / Footnote or Endnote / Options Some options you can change include numbering method, character style, restarting of numbers on page, position and more.

Controlling the placement of endnotes

Endnotes are placed by default at the end of the document. They can be placed elsewhere by choosing Insert / Endnote / Placement.

Automatic Reference Lists

A reference list is a list of items and the page numbers they reside on. Examples include tables of content, indexes, and lists of figures. In general, they are setup by:

1. Displaying the list feature bar.
2. Marking the items for the list.
3. Inserting a page break before or after the list and add a title page or heading.
4. Define the format for the list.
5. Adjust the page numbering for pages above and below the list.
6. Generate the list and references ith CTRL+F9 or from Tools / Generate..
7. Close the feature bar when done.

Table of Contents

Marking Entries

1. Choose Tools / Table of Contents to display the feature bar.
2. Select the text block to be included.
3. Select Mark on the features bar. Note the five levels of indentation. 1 is the highest, 5 is the lowest.

Defining the Table of Contents

1. Select Tools / Table of Contents
2. Set the insertion to where you want to the table to appear.
3. Add a title if desired.
4. Click Define on the feature bar.
5. Include any options, such as number of levels to show, number format, etc.
6. Click OK when done.

Indexes

Marking Entries

1. Choose Tools / Index
2. Select the word to appear in the index.
3. Assign a heading for the word from the heading drop down list or enter it.
4. Click Mark.

Defining an Index

1. Click Tools / Index.
2. Move the insertion point to the index location.
3. Enter a title, if desired.
4. Click Define.
5. Select any options, such as Position, Page numbering, etc.
6. Click OK when done.

General Lists

Marking Entries

1. Choose Tools / Lists.
2. Enter a name for the list in the List box of the feature bar.
3. Select the text.
4. Click the Mark button.

Defining a List

1. Select Tools / List.
2. Move the insertion point to the list location.
3. Enter a title, if desired.
4. Click the Define button.
5. Enter a name for the list.
6. Change any options and click OK.
7. In the Define list box, select the name of the list and choose Insert.
8. Add page breaks with CTRL-Enter.

Cross-References

Use cross refeences to automatically update page numbers and such as your document changes. For example, see Figure 3 on page 25. Figure 3 and page 25 are the targets. You mark the targets where they appear in the document. The place where you mention the target is the Reference. A reference always points to a target. To generate a cross-reference you do two steps:

1. Set up the targets and refences.
2. Use the generate command.

Marking Targets

1. Click Tools / Cross-Reference
2. Position the cursor just after the target.
3. Click Reference on the feature bar and select the type of item.
4. In the Target box, enter a name for the Target.
5. Click Mark Target.

Marking References

1. Click Tools / Cross-Reference
2. Move the insertion point to the reference location.
3. Enter any text.
4. Select the type of item from the Reference button.
5. Enter the target name in the target box.
6. Click Mark Reference
7. When your finished, click the Generate button, and close when finished.