Formatting Dissertations or Theses for UMass Amherst

Formatting Dissertations or Theses for UMass Amherst

WITH WINDOWS WORD 2016

IT User Services UMASS AMHERST|

January 2017

Formatting Dissertations or Theses for UMass Amherst with Windows Word 2016

Quick Tips:

1. Read the Graduate School's Guidelines and follow their rules. See: nes.pdf

2. To save your time, you could download the thesis templates and this tutorial at UMass IT website below. Find your version of Microsoft Word and the format (Numeric or Simple) you want to use to download.

Template or File Name Template or File Name

Numeric

Simple

Prelim2016Numeric.docx Prelim2016Simple.docx

Description

This file contains preliminary pages: title, copyright, signature, acknowledgement, abstract, table of contents, list of table, and list of figures. Put all your chapters together by copying or inserting them, in turn, into the end of this file. Substitute your name, committee members' name, dates, etc. for the phony ones that were used in this document.

Thesis2016Numeric.docx Thesis2016Simple.docx

This document demonstrates an example of a dissertation that contains preliminary pages and sample chapters. You can substitute your work into this document and use this file for the whole dissertation if you want it all in one file.

umass2016Numeric.dotx umass2016Simple.dotx

This is a blank template that has all of the needed formatting already incorporated into the styles. Use this template to start from scratch. Type the text of each chapter of your dissertation, using the various heading styles provided by this template. You may change the default font to another font. You will later put all the chapters together into the end of the file with the preliminary pages in it.

Word2016-handout.pdf

PDF copy of this tutorial: Formatting Dissertations or Theses for UMass Amherst with Mac Word 2016.

UMass IT Help Center it@umass.edu

(413) 545-TECH

January 2017

3. Choose some basic formats, then use them for everything:

Font and Size

A common 10- to 12- point True Type font. Most standard fonts are acceptable, such as Times New Roman, Cambria, Helvetica or Courier.

Margins

The margins for each page:

left

1.5 inches

right top

1 inch 1 inch

bottom

1 inch

Paragraphs for chapters Block quotes

Double-spaced, first line indented 0.5 inch, widow and orphan protection on, no hyphenations; leftjustified or full-justified

Indent the left margin of your paragraph

4. Use the Spelling checker ? put technical words for your discipline in its dictionary.

5. Make sure all tables and figures fit within the required margins. If some don't you will have to rotate them or place them on landscape-oriented pages. If you can, keep landscape pages together, preferably at the end, rather than switching back and forth between landscape and portrait.

6. Use styles to make your headings within chapters consistent (see section IV in this document).

7. Bibliography: single-spaced with a blank line between entries. Word can keep each entry on the same page, as required.

8. Double space between new levels of subheading in the Table of Contents.

9. Some things to avoid:

a. Do not attempt to put dots in a list by pressing the period key repeatedly. Set a tab stop (Format > Tabs) and under Leader choose #2, dots.

b. Do not attempt to line things up by pressing the tab key repeatedly. Set a tab stop where you want it.

c. Don't type your Table of Contents yourself ? let Word do it. If you use the Heading styles in your document, Word can create a Table of Contents for you.

In this handout, we use capital letters for those menus that are in the menu bar (at the top of the screen) such as FILE, EDIT, VIEW.

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(413) 545-TECH

Contents

I. the template files.............................................................................................................................................. 4 Importing the UMass template to your existing document................................................................... 4

II. general formatting of chapters........................................................................................................................ 7 A. the font and style we use in UMass templates ........................................................................................ 7 NOTE on the relationship between the font in Normal style and other styles:..................................... 7 how styles are defined............................................................................................................................ 7 to modify a style ..................................................................................................................................... 8 B. the Page Layout....................................................................................................................................... 11 C. page numbering ...................................................................................................................................... 13 D. adding words to the dictionary............................................................................................................... 15 E. the format for paragraphs in the text ..................................................................................................... 16

III. references ..................................................................................................................................................... 18 A. citations in the text ................................................................................................................................. 18 B. footnotes or endnotes ............................................................................................................................ 19 C. bibliography ............................................................................................................................................ 21 using Word's citation feature ............................................................................................................... 21 typing the Bibliography......................................................................................................................... 22 paragraph formatting ........................................................................................................................... 22

IV. headings and captions .................................................................................................................................. 23 A. headings in chapters ............................................................................................................................... 23 B. captions for tables and figures................................................................................................................ 24

V. finishing ......................................................................................................................................................... 25 A. adding a portrait page number to a landscape page.............................................................................. 25 To make landscape page(s) in your document:.................................................................................... 25 B. put chapters into the same file as preliminary pages............................................................................. 32 C. preliminary pages.................................................................................................................................... 33 page numbers ....................................................................................................................................... 33 D. create lists of tables and figures ............................................................................................................. 34 E. create the table of contents.................................................................................................................... 36 fix the table of contents........................................................................................................................ 40 updating page numbers........................................................................................................................ 43

Appendix: styles ................................................................................................................................................. 44

Word 2016

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March 2017

I. the template files

There are two different template files in order to meet the needs of different graduate students. The Graduate School permits three different formats of headings and Table of Contents entries. This handout includes, and the templates support, the two most commonly used formats: the "simple" and the "numeric" formats.

Select the template that uses the styles of Headings and Table of Contents that you prefer to use. You can change your mind later.

Download the 2016 Numeric or 2016 Simple.zip file according to your preferred format from the UMass IT website: . Double-click the file to unzip it. The template files will now appear in a folder with the same name as the .zip file. In the folder, you will find the umass2016numeric.dotx, Prelim2016Numeric.docx and Thesis2016Numeric (or umass2016simple.dotx, Prelim2016Simple and Thesis2016Simple) files. Double-click the file you want to use to begin.

Importing the UMass template to your existing document

With the document open, go to File; choose Options, which is near the bottom.

Word 2016

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March 2017

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