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Verify the Status Bar's Style panel displays "Math". If it doesn't, choose Math from the Style menu. If MathType current style isn't Math , its automatic style assignment will not be in effect, and the rest of this tutorial will not make much sense.

Create the equation, using the reduced-size fraction template for the fraction and inserting ϕ and σ by choosing them from the lowercase Greek palette, or by using the Ctrl+G / Command+G shortcut. (If you use the shortcut, remember after pressing the initial shortcut – Ctrl+G / Command+G – you must then press the letter associated with the Greek symbol you want). In this case, that's either f or s, respectively.) The • operator is located on the palette. The equation should now look like this:

From the Style menu, choose Define. If necessary, click the Simple button to display this dialogue:

Change the "Primary font" to Euclid, change the "Greek and math fonts" to Euclid Symbol and Euclid Extra, as shown in the dialogue above, and click Apply. On-screen, your equation will now look like this:

The Euclid fonts supplied with MathType are based on the Computer Modern fonts typically used with TeX, so they give your documents a TeX-like appearance that you might prefer for some types of work. Another benefit of the Euclid fonts is that their regular and Greek characters are consistent, whereas Times and Symbol are mismatched. Of course, if you use the Euclid fonts in your equations, you will probably want to use Euclid as the primary body font in your word processing document, too.

If the Define Styles dialogue isn't still open, open it. Click Default Settings (some versions: "Defaults"; others, "Factory settings") to return to using the Times New Roman and Symbol fonts.

Click the Advanced button to display a more extensive form of the Define Styles dialogue:

The names of the eleven styles are listed in the dialogue box, and the font and character style are assigned to each. The equation you have created uses the Function, Variable, L.C. Greek, Number, and Symbol styles. The letters "exp" are recognized as the abbreviation for the exponential function and are assigned the Function style; u, x, and y are treated as variables and assigned the Variable style; φ and σ being lowercase Greek letters, are assigned the L.C. (lowercase) Greek style, and the numbers in the fraction use the Number style. The symbols =, •, (, ), and + use the Symbol style. (The fraction bar is internal to MathType and does not use a style.) These styles are applied automatically as you create the equation because you use the Math style. This automatic style assignment is the advantage you gain by using the Math style when making equations.

We will change some of the styles to understand how they affect an equation's appearance. You usually wouldn't work this way; you'd change fonts using the Simple version of this dialogue.

The Function style is currently defined to use Times New Roman font. Click the arrow to the right of the font name in the Function row and choose a different font. You will want to select a font that looks noticeably different from Times New Roman, so the effect of the change will be noticeable. A good choice would be a sans serif font such as Arial.

Choose the OK button. Your equation will be redisplayed using the new Function style definition. Your equation should look like this if you chose Arial font for Function style:

The function abbreviation exp is displayed using the new font. Of course, you probably wouldn't want your equation to look like this – we're simply demonstrating the effect of changing the Function style definition.

The Variable style definition is used for all ordinary alphabetic characters except for function abbreviations. In the current equation, this includes u, x, and y. Very often, according to the convention, the only difference you want between the Variable and Function styles is for the Variable style to be defined as italic. Let's redefine the Variable style to be consistent with the new Function style definition.

Once again, choose Define from the Style menu. In the Define Styles dialogue box, click the arrow next to the font name for Variable style, and choose the same font assigned to the Function style. Check that the italic character style is checked for Variable, but not for Function.

Let's also change the Number style to use the same font as Function and Variable. You will find that this makes the equation look better. Finally, turn off the italic character style for the L.C. Greek style by removing the check in the Character Style column. Lowercase Greek letters are usually italicized, but let's experiment with this.

Click OK. Your equation will be redisplayed using the new style definitions. If you are using the fonts we've recommended, the equation should now look like this:

The "variables" u, x, and y, and the numbers in the fraction ½ now use the new font definitions, and the lower-case Greek letters φ and σ are no longer italicized. You may want to use style definitions such as these for equations in a document in which the text is written in Arial.

To reset the style definitions, open the Define Styles dialogue and click "Default settings" (some versions: "Factory settings").

While working through this tutorial, you have probably noticed that each style is also listed as a command on the Style menu. This allows you to assign a particular style to selected or subsequently-typed characters explicitly. The Other command on the Style menu can be used to assign any font available on your computer to selected or subsequently-typed characters. See Style menu for further details.

First, open a new MathType window using one of the methods you've already learned. Then type Prob(A|B). The result will be

MathType has used its built-in table of function names to recognize Pr as an abbreviation for "probability" and set it in the Function style. At the same time, o and b are regarded as variables. In this tutorial, we want to use Prob, rather than just Pr, as our abbreviation for "probability". You might think that you can fix the problem by making the o and b non-italic, but we don't recommend this. If you remove the italicization, MathType will still regard o and b as variables, which we do not intend. The right approach is to select Prob and choose Function from the Style menu. This will remove the italics, but it also tells MathType that Prob is the name of a function, which will affect spacing and translation into languages such as LaTeX and MathML.

Create the fraction in the middle term of the equation. You can copy and paste Prob(A|B) and modify it for re-use in the numerator and denominator. You can find ∩, the set intersection symbol on the palette. Your equation should now look like

Construct the fraction on the right side of the equation by using the template again. The insertion point will be positioned in the numerator, ready to type the text.

If you just start typing characters into the numerator slot, MathType will assume that they are variables to be italicized, and any spaces you type will be ignored. To type ordinary words and phrases, you should first choose Text from the Style menu. Then type Probability that both A and B occur. The numerator of our fraction will look like this:

This is what we want, except the word "both" should be bold, and the A and B should be italic.

Select the word "both", and choose Other from the Style menu. The Other Style dialogue will appear, letting you directly change the font and style (bold & italic) of selected characters. Click Bold, and then OK.

Next, we want to make the variables A and B italic. We could do this directly by using Other from the Style menu again, but this would not convey the correct meaning. A better approach is to select variable A, choose Math from the Style menu, and then repeat for variable B. This makes the A and B italic and tells MathType to treat them as mathematical variables.

Enter the fraction's denominator using the same technique we used for the numerator.

This completes the equation, but we can illustrate a few more of MathType capabilities.

Use the abbreviation "Prob" for probability regularly. You'll get tired of manually changing it to Function style all the time, and you'll want MathType to do this for you automatically. From the Preferences menu, choose Functions Recognized. Type Prob as the name of a new function, and click the Add button. Also, if you don't want MathType to recognize Pr as an abbreviation for "probability", you can select Pr in the list of recognized functions and click the Remove button.

Now try recreating this same equation to see how much easier it is.

Before we start, make sure that MathType toolbar is visible and that the Small Bar and the Small and Large Tabbed Bars are visible. Use the commands in the View menu to make them visible if necessary.

Click the symbol palette, and then release the mouse button. The palette will appear.

Now hold down Alt ( Command on the Mac), click σ and, keeping the left mouse button down, drag it over the Small Bar. You'll see the mouse pointer change shape as it passes over different areas of the toolbar. When the pointer looks like this , the dragged item cannot be dropped at this location and releasing the mouse button will have no effect. When the pointer looks like this on Windows or like this on a Mac, it is over a valid target area and releasing the mouse button will insert the object at this location. Now remove the mouse button over the Small Bar, as shown here:

The symbol will be added to the end of the bar. To insert this symbol into an equation, you only need to click it in the Small Bar instead of hunting for it in the palettes. The Small Bar is a good location for frequently used symbols as it is always available and can contain many items.

Next, we're going to add to the Large Tabbed Bar. The tabbed bars are similar to the Small Bar in how they operate. However, they're divided into categories, which allows for a much larger number of items. Click the Statistics tab to display MathType default items for statistical equations. There should be room for one more item in the Large Tabbed Bar (the bar has to room for eight items). If there isn't, select another tab that does have room.

Delete the current contents of the MathType window, and create in the usual way. You'll need to use the template (not the template or the symbol) to do this.

To add this expression to the toolbar, select it and drag it to the Large Tabbed Bar. When you release the mouse you'll see the expression appear in the bar.

Create , and drag this expression to the Small Tabbed Bar. You can make the fraction full size, using the template, or you can make a case fraction using the template. When you're done, we're ready to create the formula

Creating this formula doesn't require any new techniques, so we're not going to give you the usual step-by-step instructions. Here are a few helpful hints and reminders:

Try this by dragging σ from the Small Bar (Step 3 above) to the Small Tabbed Bar. The choice of where to place an item is entirely up to you; a symbol or expression can be placed in any of the bars.

Now let's delete σ from the Small Tabbed Bar.

Right-click σ and select Delete from the context menu that appears. You may also want to delete the other expressions you added to the tabbed bars.

You can also change the names of the tabs to suit your particular situation. Double-click the Statistics tab to open the Tab Properties dialogue, where you can edit the tab's name and change its keyboard shortcut.

If you prefer typing to use the mouse, you may use the toolbar's keyboard interface. You can give the keyboard focus to a toolbar component using the following keyboard commands:

Once a bar has the focus, you can use ← and → move the selection and Enter to insert the selected item (or open its corresponding menu). Esc closes a menu or returns the focus to the equation area. You can switch tabs by typing Ctrl+F10 ( Command+F10 on Mac), n where n is the number of the tab to activate. For example, typing Ctrl+F10 , 2 starts the second tab.

Some symbols and templates are used so frequently that you may not need to place them in the toolbar. You probably will have memorized the keyboard shortcuts for inserting them, so there's not much to be gained by having them occupy valuable space in the toolbar. Greek symbols in particular fall into this category; once you've learned that you can insert a β by pressing Ctrl+G or Command+G followed by b (referred to as Ctrl+G, B on Windows or Command+G, B on Mac), you probably won't need to add these characters to the toolbar.

However, it may make sense to add characters from any unique fonts you may have to the toolbar. The easiest method is to use the Insert Symbol dialogue (choose the Insert Symbol command on the Edit menu), a potent tool for viewing the characters in a font. You can also Alt+drag or Command+drag characters from this dialogue to the toolbar. You can add as many characters from your fonts to the toolbar as you will fit. Then you can enter these characters at any time into your equations, regardless of your current style definitions.

That does it for Using MathType Toolbar, so choose Select All ( Ctrl +A/ Command +A) from the Edit menu and press Backspace or Delete to clear the window for the following tutorial.

Insert a definite integral template by clicking or by using the Ctrl+I / Command+I shortcut. Type the integrand (the large slot), and fill in the 0 and 1 as the limits of integration (the two small slots). You probably won't want the parentheses in the integrand to be of the "expanding" variety, so you can just type them from the keyboard rather than using the template. Your expression should now look like this:

To improve the appearance of our expression, we should insert a thin space (one-sixth of an em) in-between a(x) and dx in the integrand. MathType can not do this automatically, so we provide you with a convenient way of manually entering a space of the correct size.

The palette provides a set of five icons representing commonly used spaces. Place the insertion point between the ")" and the "d" by clicking there, and insert a thin space either by choosing (it's on the left column in the second row of the spaces and ellipses palette) or by pressing Ctrl+Spacebar (shortcut is the same Win/Mac).

Move the insertion point out of the integrand slot, into the position shown below. You must do this for the alignment commands to work properly. Don't create the rest of the expression within the integrand slot.

Click ≤ in the Small Bar.

Now we want to build the "lim sup" structure. We begin by clicking the icon in the palette. This icon represents an underscript template: any characters entered in the upper slot will be full size, and those in the lower slot will be reduced to "subscript" size.

The insertion point is positioned in the upper slot to type limsup. MathType will use your "Function" style (probably a plain style) for these characters and will insert a thin space between the "lim" and the "sup".

Move the insertion point down into the lower slot by clicking inside it or by pressing the Tab key, and enter n→∞. The → and ∞ symbols are very common in mathematics, so they've been added to MathType default Small Bar. They're also available in the Symbol Palettes, of course. Following typesetting conventions (as always), MathType will not create any spacing around the → symbol, since it is in an underscript, but you can insert spaces if you want to.

Press Tab to move the insertion point out of the lower slot, and type the rest of this first expression. The speedy way to do this is to just type Ctrl+G f Ctrl+L n Tab ( a ). If you like the Ctrl+G shortcut, you may be interested to know there are a few others that work in a similar fashion. If you press Ctrl+U , for example, the next character you type will be assigned the User 1 style you have defined with the Define command on the Style menu. In this way, you can access any character in any font with just two keystrokes, even if it's not present in the Symbol Palettes.

Press Enter . This will create a new line directly beneath the first expression, so now you have a "pile" consisting of two lines. It should look like this:

To save time, we're going to create the second expression by modifying a copy of the first one. Select the entire first expression by double-clicking somewhere near its ≤ sign, copy it to the clipboard, and then paste it into the new empty slot. You should now have two identical copies of the first expression, one directly beneath the other. Now just edit the lower copy to produce the second expression. To change ϕto ψ, select ϕ and press Ctrl+G / Command+G followed by y.

Finally, we're going to experiment with different ways of aligning the two expressions. You can centre or right-justify them using the Align Center and Align Right commands on the Format menu. Give this a try, just to see how it looks.

You will probably want to align these two expressions, so their ≤ signs are directly above one another. We choose the Align at = command from the Format menu to do this. It will work even though we have ≤ signs rather than = signs. You can align the expressions in other ways by using alignment symbols. You insert an alignment symbol in each expression at the two points you'd like to have aligned. (However, note alignment symbols inserted into template slots will not work.) Placing an alignment symbol to the right of each of the two ≤ signs would give the same results as using the Align at = command, for instance. The icon in the Symbol Palettes represents the alignment symbol - it's located in the palette.

Caution

What if the inequalities still aren't aligned?

If this happens, there's a good chance you didn't carefully follow the steps above, specifically step 3. In MathType View menu, select Show Nesting. We mentioned this in step 3, but there's a real advantage to using it here; it lets you see the structure of the expressions. In this one, notice the first inequality has the ≤ symbol within the integrand, while the second one doesn't (zoomed a bit for clarity):

Move the expression parts outside the integrand that don't belong there, and the inequalities should be aligned.

You may also want to adjust the line spacing, or leading, (i.e., the amount of vertical space between the two expressions). You can do this by placing the insertion point somewhere in the outermost slot of the second expression (not within a template), or by selecting the second expression, and choosing the Line Spacing command from the Format menu. When you've arranged them to your liking, the expressions are complete.

Now we're done with these expressions, so it's time to choose Select All from the Edit menu and press Backspace to clear your window for the next tutorial.

Type the first few terms of the equation to the second equals sign. MathType will recognize that "det" is an abbreviation for the determinant function and automatically set it in plain Roman type, so you don't have to fiddle with it. The quick way to get λ is to press Ctrl+G / Command+G followed by a letter l (lower-case L). Also, note the I and the A represent matrices in our equation, so we have assigned them the Vector-Matrix style. This causes them to appear in bold type. The Ctrl+B shortcut will assign the Vector-Matrix style to the next character, so you can press Ctrl+B followed by I to get the I and Ctrl+B followed by A for the A. Alternatively, you can just type all the characters first and then select them and change their styles using the commands on the Style menu. Either way, your equation should end up looking like this:

Type the second = sign and insert a vertical bar template by choosing the icon. It's located in the palette.

Insert a 2×2 matrix template inside the vertical bars by choosing the icon from the palette. Your equation should now look like this:

The insertion point will be in the top left slot of the 2×2 matrix, so enter the expression λ – a₁₁ there.

We're feeling lazy, so we're going to create the other entries in the matrix by cutting and pasting. Select the λ – a₁₁ by double-clicking it, copying it to the clipboard, and pasting it into the other three slots in the matrix. The result should be as shown below; it's not correct, of course, but we're going to fix it up in a few moments.

Next, we're going to put a little extra space between the vertical bars and the elements of the matrix. This is purely a matter of taste, so you can skip this part if you'd prefer to keep your matrix looking the way it does at present. Before we enter the spaces, we need to position the insertion point so that it's inside the vertical bars but to the left of and outside the matrix. You can do this by clicking somewhere near the position indicated by the arrow pointer in the preceding picture. Then just enter one or two thin spaces by pressing Ctrl+Spacebar / Command+Spacebar . Do the same on the right side of the matrix. If you choose the Show All command from the View menu, you'll be able to see your spaces. They should look like this:

After the brief digression in Step 6, it's now time to correct the entries in our matrix. First, delete the λ from the upper right slot. The quickest way to do this is to place the insertion point to the right of it and press Backspace . Do the same with λ in the lower-left slot. Notice MathType adjusts the spacing after the minus signs to reflect the fact that they are now unary operators rather than binary operators (negation rather than subtraction).

Change all the subscripts in the matrix to their desired values. The "11" in the upper left slot is correct already, but we should have "12" in the upper right slot, "21" in the lower left, and "22" in the lower right. You can double-click the existing subscripts to select them, and then type the correct values over them, just as you would in a word processor. Your equation should now look like this:

The equation is now essentially complete, although you may want to try out a few more formatting options. First, you might want to shift the entire matrix down to align its top row with the rest of the equation. To do this, place the insertion point anywhere in the matrix and choose Align at Top from the Format menu. Also, it might be nice to right justify the entries in each column. To do this, place the insertion point somewhere in the matrix, choose the Change Matrix command from the Matrix submenu on the Format menu, and click the button labelled "Right" in the dialogue box.

Finally, if you object to MathType tightened the spacing after the unary minus signs, you can put the spaces back in again. However, this would mean deviating from standard typesetting conventions. They should be thick spaces (one-third of an em). The vast area is the middle one in the second row of the spaces and ellipses palette. If you prefer to use the keyboard, you can insert a thick space by pressing Ctrl+Shift+Space / Command+Shift+Space . Alternatively, since a vast space is the same width as two narrow spaces, you can get the same results by pressing Ctrl-Space+ / Command-Space+ twice.

If you elected to make all of the modifications suggested in this step, your equation should look something like this:

If you're going on to the following tutorial, press Ctrl+A / Command+A to select all, then press Backspace or Delete to clear your screen.

This tutorial describes how to use the MathType commands for numbering equations in Microsoft Word documents. Although Word has its own method for numbering equations (captions), Word places captions above or below an item, not to the side, typically how equations are numbered. Using the MathType commands added to Word, you can enter inline, display and numbered display equations with just one click.

We will create the following portion of a document to illustrate the equation numbering commands.

However, we're going to create it in a slightly unrealistic sequence to illustrate the power and flexibility of the numbering commands.

Create the first equation

In the MathType window that opens, type this equation:

Close the MathType window. In your Word document, notice that the equation is centred and the equation number is aligned with the right margin.

Create another numbered equation

Repeat step 3 and insert the following equation into your Word document:

Insert an equation reference

Now let's insert a reference to the second display equation. Click the Insert Reference button on the MathType tab:

The Insert Equation Reference dialogue will appear, displaying brief instructions about inserting an equation number reference. Once you are familiar with the process you can click the Don't show me again box. For now, click OK, then double-click the equation number (1.2). You'll see the number (1.2) is inserted into your sentence.

Caution

Equation references

You can jump to an equation in your document quickly by double-clicking on any of its references. Then press Shift+F5 to jump back to the reference.

In large documents try splitting your window into two panes (search for split in Word's Help). Insert the references in one pane and scroll and double-click the equation numbers in the other.

You can place equation number references in footnotes and endnotes.

Continue with another numbered equation

Type gives and insert the following numbered display equation:

Inline equation

Click the button on Word's MathType tab and insert the following equation:

Notice how this equation is inserted in the line of text (hence the name inline equation). Word also aligns the equation with the baseline of the text. Your document should now look like this:

Now we'll insert another equation in the middle of this example to demonstrate automatic renumbering.

Another numbered equation

Insert this numbered display equation:

You'll see the new equation is numbered (1.3), and the following equation number and its reference have been renumbered to (1.4). Your document should now look like the example at the start of this tutorial.

Caution

Equation numbers

If you've already inserted a display equation without the number, you can insert just the number using the Insert Equation Number command.

Caution

If updating is slow

If updating takes too long, uncheck "Update equation numbers automatically" in the Format Equation Numbers dialogue. Then use the Update Equation Numbers command to update the numbers manually.

Whenever you insert an equation number or an equation reference, all numbers in the document are updated. However, if you move or delete an equation number, you must use the Update Equation Numbers command on the MathType tab to regenerate the number sequence. It's located here:

Also, be aware that deleting an equation number does not automatically delete any of its references; you'll have to do this yourself. You can find them by using the Update Equation Numbers command, which will cause Word to display an error message in place of each reference. You can then delete them.

Caution

Equation number formats

You can also control the format of the equation numbers. Notice the "Format" command in the previous screenshot.

Whole document

To change the format of existing equation numbers, you must check the Whole Document checkbox. Otherwise, you're only setting the format for the following number(s) you insert.

Change section number to 2

Choose the Modify Break command on the MathType tab. It's located here:

The location of the section break will be highlighted and the Modify Chapter/Section Break dialogue will open. Let's assume we're working on Section 2 of a book, so we want the section number to be 2 and the equation number to be 1. Choose the "Section number:" button and enter 2. The "Next" option can be useful if your document contains several sections and you want them numbered sequentially. (Remember that there's no link between Word's sections and MathType chapter/section breaks. It's up to you to associate them by placing the breaks in the appropriate places in your document). Now click OK. The chapter/section break will be hidden, and the equation numbers in the document will all start with 2.

If you've followed these steps your document should look something like this:

MathType equation numbering commands can also support three levels of numbering, e.g., chapter, section, and equation numbers. You can also control the format of the numbers and create your own custom formats. The next tutorial shows you how to do this; we'll use the document we created in this tutorial so don't delete it!

The simple equation numbering example shown in the previous tutorial is sufficient for many documents, but sometimes you may need to create a third level of numbers. For instance, your document may require chapter, section, and equation numbers. Or you may find that the built-in number formats don't match your needs, and you'd like to create a custom number format. This tutorial shows you how to accomplish both tasks.

Open Format Equation Numbers dialogue

Open the Format Equation Numbers dialogue. This is on the MathType tab in Word, in the Equation Numbers group. Click the downward-pointing triangle to the right of Insert Number, and choose Format. (If you are using Word 2011 for Mac, the Format Equation Numbers command is in the MathType menu in Word. Use caution to not choose the similarly-named command Format Equations.)

The dialogue will open:

Open the Modify Break dialogue

Choose the Modify Break command on the MathType tab. It's located here:

You'll see the break itself has also been made visible in the Word document. Here's the dialogue:

The previous two tutorials covered the information you'll need to know for this tutorial to be most helpful. If you haven't worked through those tutorials yet, we recommend doing so now unless you use numbered equations often and are familiar with the concepts already.

The scenario we'll cover in this tutorial assumes you're working on a manuscript with several chapters, each chapter contained in a separate document. Your equations are numbered with the chapter number and equation number, and without section numbers or enclosing symbols such as parentheses – such as this example equation:

Chapter 1 – Insert numbered equations

In Chapter 1.docx,

1. Insert a right-numbered equation (of your own choosing) immediately after the 2nd paragraph. Remember, you don't have to insert a linefeed first; MathType will do that for you.

2. In the Insert Equation Number dialogue, verify the settings, beginning with Chapter 1 and Section 1 (though the section number won't matter).

3. Now insert another right-numbered equation immediately after the first one. Your document should look similar to this, with your equations, of course, in place of ours:

Caution

For numbered equations not centred between margins, your style guide may specify an equation position other than the centre. Maybe you're not working with a style guide, but you prefer the look of an equation indented 2 cm from the left margin. Whatever your reason for not wanting your equations to be centred on the line, please don't position them manually. There's a much more accessible, more elegant way to do it. The right way to do it is to modify Word's MTDisplayEquation style. We have an article describing this style and showing how to change it. Please see this article for more information.

Chapter 2 – Insert equation chapter break

Now open Chapter 2.docx. Let's insert a right-numbered equation after the first paragraph. When you click , it won't immediately insert a number and open MathType like it normally does. The first thing you'll see is this dialogue:

Set the Starting chapter number to 2. Since we're not using section numbers, that entry won't matter so let's leave it at 1. Once you click OK, MathType will insert a number into the document and MathType will open for you to create the equation. Your document should look something like this:

If this is starting to seem routine, keep reading; we have some important points to make.

Chapter 3 – Insert numbered equation

Open Chapter 3.docx and without doing anything else, insert a numbered equation after the first paragraph. What did you notice that was different from inserting the equation into Chapter 2? You didn't see the Insert Equation Number dialogue, did you? That's because we had already inserted the chapter break into the document. You probably won't be inserting the chapter break separately, but you can, and sometimes you'll need to. Such would be the case if you already had equations in a document and you decided to split it into multiple chapters and/or sections and wanted the equations numbered accordingly. In that case, there's no need to delete and re-insert the equation numbers. Just insert breaks where you need them.

Here's how we inserted the break into Chapter 3…

1. Click to place the insertion point (cursor) at the beginning of the chapter title. It's not necessary for it to be at that exact spot. All that's necessary is for it to appear prior to the first numbered equation in the chapter or section. We recommend getting into the habit of placing the break at the beginning of the title. By doing so, you eliminate problems generated when you insert the break at some random spot, then insert another numbered equation before the break. If you place the break at the beginning of the title, this will never happen.

2. On the MathType tab in Word, click Chapters & Sections in the Equation Numbers group.

3. Click Insert Break.

4. Tick the box next to New Chapter, click the radio button next to Chapter number and type 3 into the box.

5. Click OK.

When you do that, you'll see some things happening rather quickly, but if you pay close attention, you'll probably see some red text inserted before the chapter title, then it will disappear. Let's see what that hidden text consists of. On Word's Home tab, click the Show/Hide button: . When you do, you'll see this:

In MathType, open the Define Styles dialogue and set the main font to Times New Roman using either the Simple or Advanced pane. Make sure the "Use for new equations" box is checked, and click OK.

Open the Define Sizes dialogue, and set the Full size to 10 pt. As the other dimensions are by default expressed as percentages, MathType will calculate them for you. Again, check the "Use for new equations" option, and click OK.

Back in Word, choose the Equation Preferences command in the Format group on the MathType tab. Make sure the MathType 'New Equation' preferences" option is selected. This means that whenever you create a new equation using the commands on the Insert Equations group, the settings MathType is currently set to use for new equations are the ones that will be used. Click OK to close this dialogue.

Now we'll quickly create a Word style for the document's body. If you're using a Mac, see below, but if you're using Windows, click the Dialog Box Launcher in the lower right corner of the Styles group on the Home tab:

In the lower-left corner of the Styles dialogue, click New Style:

If you're using a Mac, click Styles Pane on the Home tab: . Now click the New Style button.

Both Windows and Mac: in the Create New Style from Formatting (Mac: New Style) dialogue, name the new style "body". You'll probably base it on Word's built-in Normal style. Set the unique style's font to Times New Roman 10pt by making the appropriate selections in the Formatting section of the dialogue. Don't click OK yet.

Open the Format list in the lower-left corner of the dialogue. Choose Paragraph. On the dialogue's Indents and Spacing tab, change the Line Spacing option to Single. Click OK to close the dialogue.

Click OK to close the New Style dialogue, and then click the X (Windows) or red "stoplight" (Mac) to complete the Styles dialogue if undocked or click the X to close the Styles pane if docked.

You've now configured Word and MathType to use the same font and size definitions, which will make equations closely match the look of the rest of the document. Go ahead and enter a line or two of text and insert a simple equation.

Now let's suppose you have to change the document's font to Garamond. Keeping this example simple won't change the point size, but you'd follow the same steps if this were the case.

These are the changes we need to make:

The first two steps are very similar to how we created the styles and added them to the Word document to go through them in detail. The first step involves using Word's Style dialogue (right-click Body in the Styles group, and choose Modify); the second step requires MathType Define Styles dialogue.

The third step involves the Format Equations command on the MathType tab in Word's ribbon.

Choose the Format Equations command, and the Format Equations dialogue will appear. This dialogue allows you to reformat the equations in your document, and provides you with several ways to determine the equation preferences that are applied. The choices are:

Click the MathType 'New Equation' preferences" button for this example. You can click Preview to get a list of the actual preferences.

See Set Equation Preferences dialogue for more details on the other options.

Click OK, and the formatting process will start. This can take anywhere from a few seconds to several minutes, depending on the speed of your computer and the number of equations in your document. The command's progress is shown in Word's status bar. When the operation has finished, verify the equations were updated.

Create the expression on the left side of the equals sign. As you know by now, you can choose the template or press Ctrl+L / Command+L to attach the subscript to the c.

Choose the template from the palette to insert an expanding left brace. You should now have the following:

Enter the top expression in the brace, up to and including the x, and then press Ctrl+Tab (press the Tab key while holding down the Ctrl key, Mac or Windows). If you press the Tab key alone, this will move the insertion point, rather than insert a tab character.

Choose the Text style from the Style menu and type when n is even. While you're using the Text style, the spacebar is active, so you may type spaces just as you would in a word processor. Choose Show All from the View menu, if it's not already checked, so you can see your tab character, which is displayed as a small diamond. Also, choose Ruler from the View menu if it's not already checked. Your equation should look like this:

Note the tab character causes the phrase "when n is even" to line up beneath the first default tab stop to the right of the x. The default tab stops (indicated by small inverted Ts along the ruler scale) are positioned at half-inch intervals starting at the left side of the current slot. Since we are currently within the central slot of the template, the half-inch intervals are measured from the left edge of this slot, i.e. just to the left of .

Caution

Ruler units

Default units for ruler graduations are inches. If you prefer to work in centimetres, points, or picas, double-click the ruler pane to bring up the Ruler Units dialogue. Make your choice of ruler units and click OK.

Press Enter to start a new line underneath the first one and type in its contents. It would be best to switch back to the Math style to enter 14.3x. Insert a tab character ( Ctrl+Tab ) after the x, as in the first line. Now switch back to Text again to type when n is odd. Now we have:

Again, the text phrase aligns with the first default tab stop to the right of the x. Note that you have created a two-line pile within the template. Each pile in MathType has its own tab stops.

Select n in the first line and choose Math from the Style menu. This makes MathType interpret n as a mathematical quantity (i.e., a variable), and will therefore apply the Variable style (typically italic). Do the same to the n in the second line.

Place the insertion point somewhere within one of the two lines on the right-hand side of the equation, click the tab well, and then click the tab stop pane of the ruler at about the 1½ inch mark to set a left tab stop. This will remove all default tab stops to the left of the new tab stop. Your equation should now be aligned like this:

If this is how we want the equation formatted, then our work is finished. However, there are several other options that are worth exploring.

First, we're going to align x in the two lines. Insert a tab character ( Ctrl+Tab ) at the start of each of the two lines. This will cause each line to be shifted, so its left side aligns with the left tab stop. The text phrase in each line, since another tab character separates it, will align with the first available default tab stop to the right of the x.

Next, click the tab well, and then click the ruler just to the left of the previous tab stop. This should produce the following results:

You can now change the formatting easily by just dragging the tab stops around on the Tab Well pane of the ruler.

Now we're going to align the two decimal points. To prepare for this, first, remove the by dragging it downward away from the ruler and then releasing the mouse button. Click the tab well, and then click the ruler around the one-inch mark to set a decimal tab stop. Your equation should end up looking like this:

That's it for this tutorial, so delete your equation to be ready for the following tutorial.

Create the equations as shown above.

From MathType Edit menu, choose Insert Symbol. The following dialogue will appear:

This dialogue is somewhat similar to Microsoft Word, the Windows Character Map app, and the Mac Character Viewer, at least one of which you may already know how to use.

You can use the Insert Symbol dialogue to browse all the fonts available on your computer and investigate MathType knowledge of them. Precisely, you can:

The first place to look for usable symbols is the Symbol font, so select Symbol from the list of fonts near the top of the Insert Symbol dialogue. A quick way to locate a font is to click on the list and type the first letter or two of the font's name. Once you select the font you want, you can scroll through the large grid of characters in the centre of the dialogue, looking for likely prospects.

You might also look in the Euclid Symbol and Wingdings fonts. The Insert Symbol dialogue tells you that Symbol and Euclid Symbol have the same "encoding" (arrangement of characters). So, if you don't find the characters you need in one of these two fonts, you won't find them in the other, either.

The Insert Symbol dialogue provides a more intelligent way to search for the characters you need, rather than just browsing through fonts. In the View by field, choose Description. Click the New Search button, type the word union, and select OK. The grid of characters will now show you several union-like symbols.

In the Insert Symbol dialogue, uncheck "Show one of each" to see all the characters on your computer that MathType knows about and which have the word "union" in their names. There may be a few dozen such characters depending on which fonts you have installed. If you are overwhelmed by the vast array of characters shown, click "Show one of each" to reduce the number. This causes the dialogue to display only one character (from the first font that contains it) for each description matched by the search criteria.

Click a few of the promising-looking union characters, to see what MathType can tell you about them. Among other things, MathType will give you a description of the character, the font in which it was found, and the corresponding keystroke.

One of the characters you should see is from the Euclid Math Two font. Let's assume that we want to use this, provided we can find a corresponding symbol for intersection.

Using the techniques outlined above, search for symbols with "intersection" in their names. You should find , again in the Euclid Math Two font.

In the "View by" list, choose Font, and select Euclid Math Two from the list of fonts near the top of the Insert Symbol dialogue. Scroll down to the bottom of the character grid until you see the and symbols. Nearby in the character grid, you will see the square-shaped union and intersection symbols and . Our search did not find these because their names are derived from the Unicode standard, which calls them "square cup" and "square cap", respectively.

You can click Insert to insert symbols directly from the Insert Symbol dialogue. However, if you're going to be using them repeatedly, you'll want to place them on one of the MathType bars for easier access. Press and hold Alt (Mac: Command ) and drag the character from the grid in the Insert Symbol dialogue to the Small Bar. Then do the same for the symbol. See Using MathType Toolbar for more information about working with MathType toolbars.

Edit your equations to use the new symbols:

MathType knows all about the Euclid Math Two font, so it realizes the and symbols are binary operators, just like ∪ and ∩, and it puts the correct spacing around them automatically. If you use characters from more obscure fonts, you'll have to take a few extra steps to get this automatic spacing to work. To learn more about MathType knowledge of fonts, and how you can extend it, see Adding to MathType's font and character knowledge.

Let's assume that you have to create several equations that include the template (open brackets). MathType does not define a shortcut for this template. To assign one, first choose the Customize Keyboard command on the Preferences menu.

The Customize Keyboard dialogue will appear. The panel titled Command: contains a hierarchical list of all the MathType commands that can be assigned keyboard shortcuts. We want to assign one to a toolbar item, so click on the + next to the Toolbar Commands category. An indented list will appear underneath Toolbar Commands. Click on the + next to Templates in this list, and then on the + next to Fence Templates.

Select Open brackets (obrack) from the list (you may have to scroll the list down a little for this item to appear).

The template will appear in the panel next to the description to confirm you've selected the correct template.

Click inside the text box labelled "Enter new shortcut key(s)".

Type Ctrl+T , followed by [. Notice a message below the box indicating that this shortcut is already assigned to the Left Bracket command. If we assign this combination to the Open Brackets template, it would be removed from the Left Bracket command. When assigning new shortcuts, always check that you don't accidentally overwrite an existing shortcut.

Press backspace once, and then type Alt+[. This time there's no current assignment. Now click the Assign button, and you'll see the shortcut appear in the Current Keys list, as well as being appended to the Open Brackets item in the list of commands.

Click Close to close the dialogue, then type Ctrl+T followed by Alt+[. You'll see the open brackets template appear in the equation window.

Since there are so many commands available in MathType, both one-key and two-key shortcuts are supported. MathType defines shortcuts for many templates using the form Ctrl+T followed by another character, which is why we used this particular combination. Of course, you're free to define your own schemes as you see fit.

Two-key shortcuts

When MathType displays a two-key shortcut, it will be in the form of the first key, a comma, the second key. For the shortcut created in Step 7 above, we'd show that as Ctrl+T , Alt+[. Other common two-key shortcuts are Greek letters: Ctrl+G , A for a lower-case alpha or Ctrl+G , Shift + S for a capital Sigma, for example. When you release the first key or key combination, you have four seconds to press the second key or key combination.

Type In the quadratic formula in your text editor or TeX system.

Run MathType by choosing it from the Start menu, Programs menu, Applications folder, etc. (In other words, don't run it by opening it from Word, Pages, or another application.)

From MathType Preferences menu, choose Cut and Copy Preferences. In the dialogue that appears, set the options as shown below, and then select OK.

Create the quadratic formula in MathType

From MathType Edit menu (or using shortcuts), choose Select All and then Copy.

Switch back to your text editor, and choose Paste. This will insert the following text into your document:

%%\[ x = \frac- b\pm \sqrt {b^{2} - 4ac}2a \]%%

If you are familiar with LaTeX, you will recognize this as the LaTeX source code for the quadratic formula.

Continue typing the discriminant, then switch back to MathType

Create the discriminant term .

In MathType Format menu, choose Inline Equation. MathType generates the appropriate LaTeX code for an inline equation.

Copy the expression from step 8, paste it into your text document, and then type the most important term. Your document should now look something like this:

In the quadratic formula

\[x = \frac{{ - b\pm \sqrt {b^{2} - 4ac} }}{{2a}}\]

the discriminant $ {b^{2} - 4ac} $ is the most important term.

In many situations, it is helpful to be able to transfer old equations from a TeX document back into MathType for editing or reuse. This is generally possible, whether the equations were initially created in MathType or not. However, if you are creating TeX equations with MathType and there's a chance you or someone else may need to translate them back into MathType in the future, it's helpful to be familiar with the translator options.

To understand the approach, choose Cut and Copy Preferences from MathType Preferences menu, and check the box labelled "Include MathType data in translation". Now create the quadratic formula again and copy & paste it into your text document. This time, the resulting text will be

% MathType!MTEF!2!1!+-

% feaaguart1ev2aaatCvAUfeBSjuyZL2yd9gzLbvyNv2CaerbuLwBLn

% hiov2DGi1BTfMBaeXatLxBI9gBaerbd9wDYLwzYbItLDharqqtubsr

% 4rNCHbGeaGqiVu0Je9sqqrpepC0xbbL8F4rqqrFfpeea0xe9Lq-Jc9

% vqaqpepm0xbba9pwe9Q8fs0-yqaqpepae9pg0FirpepeKkFr0xfr-x

% fr-xb9adbaqaaeGaciGaaiaabeqaamaabaabaaGcbaGaamiEaiabg2

% da9maalaaabaGaeyOeI0IaamOyaiabgglaXoaakaaabaGaamOyamaa

% CaaaleqabaGaaGOmaaaakiabgkHiTiaaisdacaWGHbGaam4yaaWcbe

% aaaOqaaiaaikdacaWGHbaaaaaa!42E1!

\[x = \frac{{ - b \pm \sqrt {{b^2} - 4ac} }}{{2a}}\]

The first nine lines of text (the ones starting with a % sign) are a TeX comment containing MathType own private representation of your equation. When you paste it back into MathType , you must select this comment so it will be converted precisely back into a regular MathType equation. If you change the comment in any way, the transfer back to MathType will not work. TeX comments are ignored during the typesetting process not to affect your final output.

What's not included in the translation?

Note that if you copy only the TeX code and paste it into MathType (without the MathType data), the equation will usually appear just fine. But let's say you copied this equation from a Word document to translate into TeX, and now you want to paste it back into MathType to use in PowerPoint. MathType allows many adjustments to the appearance of the equation that isn't carried over to the TeX translation. If you had made adjustments to the colour of the equation, the font face, the font size, or some spacing adjustments, these would not appear in the TeX code, but they will be retained in the MathType code. Therefore, keeping the MathType code with the equation ensures you will be able to paste the equation back into MathType precisely as it was when you initially created it.

MathType Cut and Copy Preferences dialogue also provides the "Include translator name in translation" option, which helps to delineate and identify equations in your documents. This might be useful if you want to write programs that search your TeX source files looking for equations and process them in some way.

MathType includes translators for several dialects of TeX (Plain TeX, AMS-TeX, LaTeX, and AMS-LaTeX). These dialects correspond to various packages of TeX macros, which you must load before you typeset your document. For example, to typeset AMS-LaTeX code, you must include the commands \documentclass{amsart} or \usepackage{amsmath}, or some equivalent somewhere in the preamble of your document. Please consult your TeX or LaTeX documentation for more details.

Wikipedia and many other blogs, wikis, and websites represent math in a language called Texvc, which is essentially a subset of TeX math. MathType includes a Texvc translator tuned for use with Wikipedia and a second generic Texvc translator that works with many other sites that use TeX. Because Texvc is somewhat more straightforward than different TeX dialects, one of these translators is often a good choice if you edit the equation further by hand. MathType has a Toggle TeX feature that allows you to toggle back and forth between Texvc and MathType views of an equation in Microsoft Word.

MathType also includes translators for using MathType with several other applications and websites, including Maple, Mathematica, Physics Forum, Wikipedia, and Wolfram|Alpha. Look for these applications by name in the Equation for application or website section of the dialogue.

The list of available translators is constantly growing. See Using MathType with Applications and Websites for more information.

We also supply translators for MathML, a markup language based on XML (eXtensible Markup Language) for encoding mathematics. The current version of MathML is MathML 3.0, but MathType doesn't yet have translators for the additional capability provided by MathML 3. MathType comes with three MathML 2.0 translators that only differ in the namespace in which the MathML is placed. Which one you should pick is determined by the MathML renderer you use – either an added rendering tool (such as MathJax) or a browser with built-in MathML support (Firefox and, to a lesser extent, Safari, and perhaps others).

If our standard translators do not meet your needs, you may want to modify one of them or write a new one of your own. Each translator is driven by a translation file written in our Translator Definition Language (TDL). You will find several TDL files in the MathType Translators folder, and you can edit these to suit your needs or write completely new ones.

Launch Word and create a document containing a couple of equations.

Choose the Export Equations command on Word's MathType menu or in the Publish group on Word's MathType tab. The Export Equations dialogue will appear.

Enter a location in the Folder field. You can either type the name of a folder or click the Browse button and select a folder. If you enter the name of a folder that doesn't exist, you will be asked if you want to create it. Check the "Delete all files of the same type in folder" checkbox if you wish all files with the same extension deleted from this folder before exporting. Be careful if you select this option; if you export as GIF files to the folder C:\My Documents, every GIF file in this folder will be deleted. It's usually safest to create a new folder for each set of exported equation files.

Select the format of the exported equation files. You can also set the filename pattern and the starting number. The above example will create the files Eqn001.gif, Eqn002.gif etc. Setting the pattern to "PhysIntro###" and the first number to 50 will create the files PhysIntro050.eps, PhysIntro051.eps, etc. You may want to experiment with different patterns and numbers.

Check the "Replace equation with file name" checkbox if you want to replace each equation exported from the document with the corresponding file name. For example, the above settings would insert the text <<Eqn001.gif>> in place of the first exported equation. Clear this checkbox if you want to leave the equations in the document unmodified.

Choose the "Whole document" option to export all equations in the document. The "Current selection" option is enabled only when selecting a portion of the document before running the Export Equations command.

Click OK to start the exporting process. When the process has finished, a dialogue appears showing how many equations were exported.

Create the first fraction shown above, then type = and insert the second fraction template:

Before typing the numerator, choose the "Strike-through (bottom-left to upper-right)" template from the "Underbar and overbar" templates palette:

Inside the strike-through template, type the first factor in the numerator. Press Tab to exit the strike-through template, then type the second factor:

Repeat these steps for the denominator.

If you want to complete the solution steps, press Enter when you're finished with the second fraction. Type another =, then type the final fraction in simplified form. To align the two lines at the = symbols, choose the Align at = command from the Format menu. The last problem solution should look like this: