Back to Authoring Tool
Using the EDIS Editing System1
Howard W. Beck, Petraq Papajorgji and Steve Engle2
Introduction to the EDIS Editor
The EDIS Editor is a tool for preparing and
editing documents being distributed through the
EDIS database system.
In updating existing documents, the EDIS Editor
allows authors to edit directly in the EDIS database.
The revised version of a document will be
immediately available, eliminating delays in
document processing.
In entering new documents, the EDIS Editor
allows authors to focus on content. There is no need
to format pages in a document processing program or
to code documents with a strict set of styles.
Starting the Software
If you have created a shortcut to the program,
double-click the EDIS Editor icon on your desktop
display. Otherwise, select EDIS Editor from Start >
Programs
.
A Java window will appear first, then the EDIS
Editor window.
Overview of the Editing System
The EDIS Editor uses editing windows,
command buttons, selection lists, and pull-down
menus, much like word processing software.
However, as the system is a database editor, not a
word processor, it differs in some major respects
from a word processing system.
The EDIS Editor has separate window panes for
viewing and editing different components of the
document database--sections of text, images, and
tables.
To preview the complete document in HTML or
print format, use the HTML or Print buttons. The
software will then assemble the master document
from its components, using the specified delivery
format.
The Editing Window Layout
Resizing. You can resize the main window
frame by dragging the borders with the mouse.
Window panes. The main editing window has
four divisions:
• Fields for required document information
(upper left of the window)
• A pane for creating and reconfiguring the
outline (middle left)
• A control panel for opening, saving, displaying
a HTML version, printing, and deleting a
document (lower left)
• A text editing pane (right side)
Additional windows. Command buttons, menu
bars, and toolbars provide access to additional
windows that are used to perform the following tasks:
• edit display text (title, authors, headings, and
captions)
• create and edit tables
• insert figures
• add footnotes
• insert special characters
• use the find/replace feature
• check spelling
Control Buttons
Control buttons are located at the lower left of
the EDIS Editor window. These commands affect the
document as a whole.
Load. Click to open a document from the EDIS
database. A selection list will display.
New. Click to start a new document. This can
be one of the following:
• a document to be typed in the EDIS Editor
or
• a document to imported from a word processing
file.
Save. Click this button to save your work.
Delete. To delete an entire document, load the
document, then click this button.
HTML. Click to view the document in HTML
format.
Print. Click this button to create a .pdf version of
the document.
Retrieve. Click to retrieve a document from the
central EDIS database. You must be attached to the
Internet to do this. The document will be stored on
your local hard drive. You must supply the DL
Number of the document you wish to retrieve.
Submit. Click to send a new or edited version of
a document to the central EDIS database. (This
applies to documents you have Retrieved to edit. The
edited version will replace the previous version in the
EDIS database.)
Menus and Toolbars
Menu items and toolbars that appear over the
text editing pane and the table editor are used to edit
text and tables, respectively. See: Text Editing Tools
and Table Editing Tools.
The menubar over the outline pane has the
following options:
Edit > New Section / New Subsection / Cut /
Copy / Paste as Section / Paste as Subsection / New
Table / New Figure. Used to edit the outline.
Search > Find / Replace. Used to search the
entire document, from the selected point down.
Tools > Check Spelling. Used to check spelling
in the selected section, with an option to continue to
subsequent sections.
Opening and Saving Documents
Use buttons at the lower left of the EDIS Editor
window to open or save a document.
Load. Click this button to open a document that
has previously been saved on your local computer
from the EDIS Editor. When you choose Load, a
selection of document titles will display. Click on the
title of the document to be retrieved, then click OK.
You will be asked to choose a version, in case there
are several versions of this document (archived, in
review, etc.)
New. Click this button to start a new document.
There are three choices available for creating a new
document, and Cancel:
• Create a Completely New Document
• Create a New Blank Version of the Document
• Create and New Version of the Current
Document by Copying the Current Version
Save. Click this button to save your work on your
local computer.
CAUTION: Be sure any document you are
working on is saved with both a title and DL Number
assigned. The title will be used to display documents
you can load. However, if you do not replace the
default DL Number, TEMP, with a unique DL
number, the next document you save as TEMP will
overwrite the previous TEMP document. If necessary,
use a provisional DL number which can be changed
later.
The hourglass icon will display while the Save
process is running. You do not need to clear the
screen or close a document after you save it. When
you want to bring up a different document, simply
start with Load (for an existing document) or New.
Retrieve. Click this button to retrieve a
document from the EDIS database. Enter the DL
number of the document to be retrieved, then click
Retrieve.
Submit. Use with Retrieve. Click Submit to
replace a document in the EIDS database with the
copy you have revised.
Starting a New Document
When you first run the EDIS Editor, the program
is positioned to start the TEMP document.
If you are finishing work on one document and
want to start a new one, Save your work, then click
New at the bottom left of the EDIS Editor window.
The following are the basic steps to create a new
document, or to initiate a document outline and
import text from a word procesing file.
1. Enter the assigned DL number (See: DL
Number).
2. Enter the required document information (title,
author, etc.) in the upper left section of the EDIS
Editor window (For details of this process see:
Required Document Information).
3. Create the document outline in the outline
window pane (See: Section Headings).
4. Enter text associated with each section heading.
Type the text in the text editing window, or
import it from a word processing file (See:
Importing a Word Processing File).
5. Insert any tables, figures, and equations (See:
Adding Tables, Adding Figures, Adding
Equations).
Required Document Information
Certain bibliographic information about the
document needs to be entered in the fields at the
upper left of the EDIS Editor window.
Document Title
The document title is entered in a special field
editing window.
To Enter the Document Title: Click the Field
editing button (three dots) at the end of the Title field
(upper left of the EDIS Editor window). Type the
title in the space provided in the Title editing
window. Use the toolbar buttons to add italics or
special characters as needed.
To Add the Title Footnote: Enter the title
footnote in the space provided in the Title editing
window.
Title footnotes provide bibliographic information
about the document, and follow an established pattern.
You can type in the footnote window, or cut a
footnote from the samples provided, then paste the
sample in the footnote window and edit as needed.
See:
• Sample Title Footnotes, Basic Format for
Extension Documents
• Sample Title Footnotes, Complex Publication
History
To Revise Title Information: To revise the title
or the title footnote, click the Field editing button and
make revisions in the Title field editing window.
Sample Footnotes, Basic Format for
Extension Documents
Following are sample title footnotes for various
Extension series. You can cut and paste a footnote for
the appropriate series and edit as needed. For further
details, see the notes following the samples.
__Extension Circular__
This document is Circular 983, Florida
Cooperative Extension Service, Institute of Food and
Agricultural Sciences, University of Florida. First
published January 1992. Revised June 1997.
Reviewed May 1999.
__Fact Sheet__
This document is Fact Sheet FRC-89, one of a
series of the School of Forestry Resources and
Conservation, Florida Cooperative Extension
Service, Institute of Food and Agricultural Sciences,
University of Florida. First published August 1989.
Revised June 1995. Reviewed May 1999.
__Special Series__
This document is SS-AS-10, one of a series of
the Animal Science Department, Florida Cooperative
Extension Service, Institute of Food and Agricultural
Sciences, University of Florida. First published
September 1996. Reviewed May 1999.
__SP Series__
This document is SP-108, Florida Cooperative
Extension Service, Institute of Food and Agricultural
Sciences, University of Florida. First published April
1995. Reviewed May 1999.
NOTES
Department Name. Fact sheets and publications
with SS numbers are numbered at the departmental
level and should include the department name in the
bibliographic information. Extension circulars,
bulletins, and publications with SP numbers do not
use a department name in the footnote.
Publication Date(s). Dates are entered as month
and year (e.g., "April 1999"). The title footnote
should include the following information:
• Date first published (if available)
• Date of last revision
Sample Footnotes, Complex Publication
History
In the case of a complex publication history, the
basic framework of the sample footnotes will not be
sufficient. The additional information should be given
in the title footnote as clearly and concisely as
possible.
For example:
1. A Fact Sheet, revision of older fact sheet, with
change in title and publication number
This document is Fact Sheet FOR-21, one of a
series of the School of Forest Resources and
Conservation, . . . . First published as FOR-21,
"Common Pines of Florida," February 1989.
Reviewed January 1998. FOR-21 replaces
FRC-21, "Native Pines of Florida," published
November 1981. . . .
2. An Extension Circular, previously published
by a different agency
This document is Circular 455, Florida
Cooperative Extension Service, . . . . This document
was originally published as Leaflet 2828 of the
Division of Agricultural Sciences at the University of
California, July 1976, and was reprinted as FCES
Circular 455 in May 1979. Circular 455 was revised
February 1998. Reviewed September 1998. . .
Author
The authors' names are entered in a special field
editing window.
To Enter the Authors' Names: Click the Field
editing
button (three dots) at the end of the Author
field
. Enter the author(s)' name(s) in the space
provided in the Author editing window.
__Sample entries__
Henry W. Smith and Marian L. Jones
Joyce N. White, Franklin S. Black, and Raymond
C. Green
To Add the Author Footnote: Type the
footnote in the space provided in the Author editing
window.
The author footnote should provide the following
information:
1. Authors' names, followed by academic title and
department. If all authors are in the same
department, insert the department name once at
the end of the author identification sequence.
2. The remainder of the institutional identification.
__Sample Author Footnotes__
Henry W. Smith, Associate Professor, and
Marian L. Jones, Assistant Professor, Animal Science
Department, Cooperative Extension Service, Institute
of Food and Agricultural Sciences, University of
Florida, Gainesville, 32611.
Joyce N. White, Professor, and Franklin S.
Black, Assistant Professor, Food Science and Human
Nutrition Department; and Raymond C. Green,
Associate Professor, Food and Resource Economics
Department, Cooperative Extension Service, Institute
of Food and Agricultural Sciences, University of
Florida, Gainesville, 32611.
To Revise Information about Authors: To
revise the authors' names or information in the author
footnote, click the Field editing button and make
revisions in the Author field editing window.
DL Number
What Is the DL Number? The DL (digital
library) number is a 5-character codename composed
of two letters and three numerals.
How Do I Get a DL Number? If a document
already has a DL number assigned, this number
should be retained. Otherwise, a new number will be
assigned by the Office of Information Technologies.
__New Documents__. To obtain a DL number for a
new document, contact Jack Haldeman at the IFAS
Information Technologies Office. Send e-mail to
jch@ifas.ufl.edu or phone 352/392-3196.
What If I Can't Get a DL Number Right Now?
If you do not have the official DL number available,
enter a temporary codename in the DL Number field
before you save the document. Otherwise, you risk
having another "TEMP" document overwrite the
document you have created. The name can be
changed once a DL Number is assigned. A document
cannot be submitted to the EDIS Database until a DL
Number is assigned.
IFAS Number
Enter the series name and serial number for the
publication. Type directly in the "IFAS Number"
field.
Examples:
__Extension publications__:
Bulletin 52
Circular 1099
Fact Sheet AE-200
SS-AEG-18
SP-197
__Experiment Station publications__:
Bulletin 180
Bulletin 181 (technical)
Bulletin 182R
Circular S-299
Research Report NFREC-98-2
Department
Click on the Down arrow at the end of the
Department field, then use the selection list to choose
the name of the IFAS unit from which the publication
originated.
In case of interdepartmental publications, select
the departmental affiliation of the senior author.
Dates
Enter dates in the provided fields.
Use one or two digits for month and day, two
digits for year (e.g., 12/6/99; 1/22/00. Four digits may
be entered for the year, but the last two digits will be
displayed in the field).
Skip fields that do not apply.
The date fields are as follows:
Created--the date the document was originally
created.
Review--the date the document was last
reviewed and approved for current use.
Expires--the date after which the document will
no longer be considered current.
Revised--the date the document was last revised.
Modified--the date the document database was
last edited. This information is comparable to the file
date on a word processing file.
New, Revised, or Reviewed
Click the Down arrow at the end of the field, then
use the selection list. Options are as follows:
New
Major revision
Minor revision
Reviewed (reviewed and approved for continued
use without revision)
Language Settings
The document language can be set to be in either
English or Spanish. This also controls the language
settings for the Affirmative Action Statement,
disclaimers, and other text.
Release, Review, or Archive
Click the Down arrow at the end of this field,
then choose the appropriate category from the
selection list. Options are as follows:
Release designates the version to make public
In Review designates a version being reviewed
Archive designates older versions of the
document that were previously published
Open to Public
The document on the EDIS Web site will not be
open to the public unless you click to place a check in
the Open to Public Checkbox.
Section Headings
Headings and subheadings must be entered in the
outline pane before the text associated with that
heading can be entered.
No subheadings should be created in the text
pane, with the exception of a paragraph heading--a
phrase in bold type that begins a paragraph. Any
other headings created in the text pane will not be
formatted correctly in the printed document, because
they have not been registered in the outline.
Heading Levels
Number of Levels. Multiple levels of
subheadings can be created in the outline. As a
practical matter, the number of levels should be
limited to four or five.
Expansion Buttons. When a subheading is
created, the higher level heading acquires an
expansion button. Click on the Plus symbol ("+") to
expand the outline display. Click a Minus symbol
("-") to condense the outline display.
Guidelines for Outlining. To observe correct
outline style, if a heading has a subheading under it,
there should be at least one more subheading at the
same level (An exception can be made for paragraph
headings; i.e., a phrase in bold text at the beginning of
paragraph).
Creating a Section Heading
The process of creating a section heading has
two parts: first, set the position for the heading in the
outline, and second, enter the wording for the
heading.
Part 1: Set the Position for the Heading.
Execute the following steps in the outline pane.
1. Select the heading that will immediately precede
the new heading. For the first heading you
create, select Top.
2. Click Edit on the outline menu bar.
3. Select New Section for a new heading at the
same level as the selected heading) or New
Subsection
for a subheading to be added under
the selected heading.
4. An entry, "Section Heading," will be created in
the outline as a placeholder. Click on this entry
to select it for editing.
Part 2: Edit the Heading. Move the cursor to
the upper right of the editing window, where the
temporary heading is repeated in a field above the text
pane, and execute the following steps.
1. Click the Field editing button (three dots) at the
right end of the section heading field.
2. The default text, "Section Heading," will now be
displayed in a Section Heading window. Block
the heading and overwrite it with the actual
wording for the heading.
3. Add italics or special characters as needed by
selecting the buttons on the Section Heading
toolbar.
4. Close the Section Heading window.
Style Guidelines for Headings
Capital Letters. All headings should be in
mixed case; that, is, initial capitals for main words.
Font Appearance. Headings will be
automatically formatted according to their level in the
outline. No font codes are used with section heads,
except as follows:
Italics may be added to headings by using the
italics button on the Section Heading toolbar.
Bold codes are not used with any section
headings that are listed in the outline.
Paragraph headings, which are typed at the
beginning of a paragraph, but not listed in the
outline, may be formatted with bold codes.
Special characters may be added to a heading
by choosing the character button in the Section
Heading
toolbar.
Editing Headings
Headings are edited in the Section Heading field
editing window, using the following procedure.
1. Click in the Outline window pane to select the
heading to be edited. Use expansion buttons as
necessary to access subheadings in the outline.
2. Move the mouse cursor to the upper right of the
editing pane, where the heading is repeated.
Click the Field editing button (three dots) at the
right end of the heading field.
3. Edit the heading in the Section Heading editing
window. You can revise wording, add special
characters, or italicize selected letters.
4. Close the Section Heading window when you are
finished.
Moving Headings
Headings are moved in the outline by a
cut-and-paste procedure. You can change the
sequence of headings and/or the level of a heading by
this procedure.
First, cut the heading. Click once on the
heading to be moved, then select Edit > Cut from the
menu above the outline.
Second, select the new position for the
heading. Click to select the heading that (a) is at the
intended level for the heading to be pasted and that
(b) immediately precedes the position where you
want the heading to be inserted.
If you are moving a heading down in the outline
to become the first subheading in a section, there will
be no existing subheading to select. In this case
choose the heading that is to gain the subheading. In
Step 3, choose Paste as Subsection.
Deleting Headings
Click in the outline to select the heading to be
deleted. Then select Edit > Cut from the menu above
the outline.
CAUTION: All subsections under a selected
heading will be deleted along with the higher level
heading, and text associated with headings will be
deleted with the heading. Copy any text that you
want to use elsewhere before deleting its heading.
Entering Text
Text must be associated with a section heading.
Once text is associated with a heading, this segment
of text will display when you select the heading.
To enter text, select a heading in the outline.
Then place the cursor in the text editing pane of the
EDIS Editor at the right side of the window.
To enter an introductory section with no heading,
use the default heading Top as the associated heading.
(You cannot overwrite the default heading name,
Top.)
Enter text by typing or by copying sections of a
word processing file. See: Importing a Word
Processing File.
Keystrokes and mouse commands perform in the
EDIS Editor much as they do in word processing
programs. For example, you can drag the mouse to
block text and press the Delete key to delete the
selected text. However, you cannot drag text with the
mouse, and there are no secondary button mouse
functions. To block and move text, you need to use
the Edit menu or toolbar.
For a description of menu and toolbar functions,
see Text Editing Tools.
Some conventions need to be followed in
entering text. See: Guidelines for Formatting Text.
Guidelines for Formatting Text
When using the EDIS Editor, formatting tasks
are held to a minimum.
Tabs. Enter text in flush left style, without using
a Tab code for the first line. The first line of each
paragraph will be automatically indented in the
printed document.
Indent. Use toolbar buttons to indent and
unindent.
Justification. Left justification is the default.
Center justification can be chosen from a toolbar
button as needed. Right justification is also available
for use in tables.
Lists. Format lists with toolbar buttons or the
Format menu.
Bulleted lists. Use the toolbar button or select
Format > Bulleted Item.
Numbered lists. Use the toolbar button or
select Format > Numbered Item.
Unmarked lists. Use the menu bar to select
Format > Plain Item.
Font Appearance. Use toolbar buttons to change
text to bold or italic and to __underline__.
Other Special Characters. A set of
multinational characters and symbols is available
from the Special Character button on the toolbar or
from the Format menu.
See: Text Editing Tools
Text Editing Tools
Special editing functions are available from the
menu bars and toolbars.
The menu bar and toolbar over the text editing
area provide the following functions. (M indicates
availability from the menu, T indicates availability
from the toolbar.)
Cut, Copy, and Paste (M, T)
Bold, Italic, and Underline (T)
Left, Center, and Right Justification (T)
Superscript and Subscript (M)
Indent and Unindent (M, T)
Bulleted, Numbered, or Plain Items (M, T)
Block Paragraph (M)
Insert Special Character (M, T)
Insert Figure (M)
Create, Edit, or Delete Hyperlinks (M, T)
Create or Edit Footnotes (M)
Cut, Copy, and Paste
Cut, copy, and paste buttons appear on the left
end of the toolbar.
Figure 1
Cut. Block the text to be cut, and click the Cut
button.
Other options:
• Use the menu bar to select Edit > Cut
• Block the text to be cut and click the Delete key.
Copy. Block the text to be copied, then click the
Copy button. (Or block the text and use the menu bar
to select Edit > Copy.)
Paste. Click the mouse to place the cursor and
click the Paste button. (Or use the menu bar to select
Edit > Paste.)
Bold, Italic, and Underline
Block text to be affected. Then select the Bold,
Italic, or Underline button from the toolbar.
Figure 2
To return text to normal font appearance, block,
the text and click the same button used to format the
text.
Justification: Left, Center, and Right
The default setting for text is left justification.
Justification can be changed by selecting one of the
justification buttons on the toolbar.
Place the cursor anywhere in a paragraph and
choose the desired justification. The change will
affect the entire paragraph.
To apply a justification change to more than one
consecutive paragraph, block the text to be affected
before selecting the justification button.
Indents
Two buttons on the toolbar provide right and left
indentation.
Figure 3
The Indent Right button on the toolbar indents
text one level to the right.
To indent a single paragraph or single line of
text, place the cursor at the beginning of the
paragraph, then select the Indent button. All text
before the next hard return will be indented.
To indent multiple adjacent lines or paragraphs,
block the text to be affected, then select the Indent
button.
Up to five levels of indentation can be used.
Select the button again for each additional level of
indentation.
The Indent Left button reverses a level of
indentation.
Lists
Toolbar buttons are available for Bulleted item
and Numbered item
list formats.
The Format menu offers the same two list
styles, plus a Plain item list style for use in multilevel
lists.
For single-level unmarked lists, the Indent
command can be used instead of the Plain Item
command.
See: Creating a List, Types of Lists
Creating a List
To format a list -
1. Type the text, using a hard return at the end of
each list item.
2. Block the entire list and choose the desired list
style. (If there will be sublevels with mixed
styles in the list, apply the style for the first level
items.)
3. The list items will be indented, although this is
not shown in the text editing display. For the
first level of items, no indent command is needed.
To format sub-levels -
If both levels use the same style -
1. Block the group of subitems.
2. Choose the Indent button on the toolbar. (If you
are using the numbered list style, the numbers
will adjust when you indent.)
To use mixed styles -
1. Block the group of subitems
2. Choose the desired list style for the subitems.
3. With the items still blocked, choose the indent
button on the toolbar.
NOTE: You can select a list format first, then
start typing the list. Each hard return will indicate a
new list item. If other text follows a list, select the
active list style again at the end of the list to turn off
the list style.
Types of Lists
Bulleted. The list items will be preceded by a
bullet.
Numbered. The list items will be automatically
numbered. Do not type the numbers with the list
items.
Plain. The Indent command can also be used to
format a simple (one-level) list. However, to insert a
group of unmarked subitems within a numbered or
bulleted list, it is necessary to use the Format > Plain
Item
command.
NOTE: HTML does not support unmarked lists.
In HTML displays, a plain list will be converted to a
bulleted list.
Superscript and Subscript
Block the character(s) to be affected.
Use the menu bar over the text window pane to
choose Format > Superscript or Format > Subscript.
Special Characters
Click the Special Character button on the toolbar
or choose Format > Insert Special Character.
Fugure 6
Figure 6. Insert Special Character
Select the desired tab in the Symbol Table
window. The Characters table provides multinational
characters and various symbols such as copyright and
trademark.
The Math table provides operational signs and
fractions.
Click on the character(s) you want to insert in
the text.
Footnotes
To create a footnote, select Format > New
Footnote
from the menu bar. Enter the text of the
footnote in the Footnote window.
Do not enter footnote numbers. The software will
number footnotes automatically. An asterisk in the
text shows where a footnote number will appear.
To edit a footnote, place the insertion point just
before the asterisk for the footnote to be edited.
Choose Format > Edit Footnote.
Hyperlinks
What are hyperlinks? Hyperlinks are a feature
of HTML displays. The link allows a jump from a
highlighted word to the linked material. Hyperlinks
can be created in the text and from inside tables. The
link can go to a table, an image, a different document,
a Web site, an audio recording, or a video file.
Required hyperlinks. Hyperlinks are required
for electronic media displays of tables, figures, and
equations associated with a document. Each table,
figure, and equation must have a reference in the text,
and this reference must be marked as a hyperlink.
Optional hyperlinks. Other hyperlinks can be
created as desired to expand on information. Links
can be created to audio recordings (WAV or MIDI
format), video clips (AVI format) , other documents
in the EDIS database, and World Wide Web sites.
Creating Hyperlinks
To Create a Hyperlink:
1. Block the text to be highlighted as a hyperlink.
2. Click the Hyperlink button on the toolbar (three
links) or choose Format > New Hyperlink from
the menu bar.
3. Check the text on the Label line. If the text has
not been correctly blocked, click the Delete
button and start over. If the text is correct,
proceed to Step 4.
4. Enter information in the Link field. (See:
Filenames for Hyperlinks.)
5. Click OK to exit the Hyperlink Editor window.
Figure 7
Figure 7. Hyperlink
Filenames for Hyperlinks
Click the appropriate filename radio button as
follows:
For tables choose the table number ("Table 1,"
"Table 2", etc.)
For figures choose the filename of the image
file.
For equations choose the filename of the image
file of the equation under "Figures."
For audio clips choose "Other" and enter the
filename of the WAV or MIDI audio file in the
"Link" field.
For video clips choose "Other" and enter the
filename of the o clips need to be in AVI format. A
typical filename would be FS184V01 (the first video
insert for document FS184).
Filenames for a URL. Choose "Other" and give
the full address; for example, http://edis.ifas.ufl.edu
Editing or Deleting a Hyperlink
To Edit Link Information:
1. Place the cursor just before the highlighted text
for the hyperlink.
2. Click the Hyperlink button on the toolbar, or
chose Format > Edit Hyperlink from the menu
bar.
3. Rewrite the link information as needed in the
Hyperlink Editor window.
4. Click OK to save the changes. To exit without
saving the changes, click the Cancel button.
To Delete a Hyperlink:
1. Place the cursor just before the highlighted text
for the hyperlink.
2. Choose one of the following options:
Select Format > Delete Hyperlink from
the menu bar.
or
Select the Hyperlink button on the toolbar,
then select Delete in the Hyperlink Editor
window.
Editing Display Text
Special editing windows are provided for making
changes to the following items:
• Document title and associated footnote
• Author's names and associated footnote
• Section headings
• Figure captions
• Table captions
Each of these items displays in a field with a
Field editing button (3 dots) to the right of the field.
Click the Field editing button to access the editing
window for the item.
Search: Find/Replace
Starting a search. Use the menu bar above the
outline to select Search. Then choose Find or Replace
from the pulldown menu.
Search range. The Find/Replace routine will
search forward through the document, starting from
the insertion point in the text, or starting with a
selected section heading. To run Find/Replace on the
entire document, click Top in the outline, and then
select Find/Replace.
The Find window. Click in the Find field to type
the word or phrase you want to find. If you have
chosen Replace, type the replacement text in the
Replace With field. Click checkboxes to specify that
the search be case sensitive, or that it return complete
words only.
Match is found. When a match is found, the Find
routine stops and displays the match. You can make
any desired change in the text, then Cancel the search
or choose Find Next.
Replace. When running the Replace routine,
select whether you want the software to
automatically replace all instances, or whether you
want to view each instance as it is found. If you
choose Find Next, the routine will stop when a match
is found, allowing you an option to replace this
instance, to skip this instance, or to edit manually.
Check Spelling
Use the menu bar above the outline to Choose
Tools > Check Spelling.
Search Range. The spelling feature checks
spelling in the text from the current insertion point
down. To check spelling on the entire document,
click Top in the outline, and then select Tools > Check
Spelling
.
The title of the section being checked displays
just above the Spelling window title bar.
At the end of each section the Check spelling
routine pauses and offers the choice of continuing to
the next section or ending the procedure.
Correcting or Skipping. The Check Spelling
routine will stop when it finds an unknown word. To
make a correction, manually edit the text displayed in
the Word field or select one of the suggested
replacement words, then click Replace. Other options
are Ignore (that is, ignore this instance) Ignore All,
Add to Dictionary
or Stop.
Adding Tables
Tables must be registered in the outline under the
heading Tables.
Tables are created and edited in their own special
editing windows.
Table references are included in the text, and
these references are marked as hyperlinks.
Tables themselves (unlike figures) are not
inserted in the text. All tables will be printed at the
end of a document if they are not inserted within the
text.
Figure 8
Figure 8. Title field with field editing button at right.
Creating a New Table
Click on Tables in the outline to select this entry,
then use the menu bar over the outline to choose Edit
> New Table
.
A dialog box titled Create New Table will
appear. Enter the number of columns and rows you
want for the table.
Table Caption
To create a table caption, click the Field editing
button (three dots) at the right of the Table caption
field. Then enter the table caption in the Table
Caption
window.
Do not type a table number at the beginning of
the caption. Table numbers are automatically
provided by the editing software according to the
position of the table in the outline. (See: Table
Numbers.)
Column Headings
Enter column headings in the top row of the
table.
For headings that span two or more columns,
drag the mouse to block cells to be merged, then click
the Merge button (icon of grid with faded crosslines).
See also: Table Editing Tools: Designate Header
Rows.
Entering Data in Cells
A cell must be selected before data can be added
or edited.
Click in the table grid to select a cell. A blue
border indicates that a cell is selected.
Enter data in the selected cell by typing or by a
copy-and-paste procedure. For details of the latter
procedure, see: Importing Table Data.
Adjusting the Table Editing Window
Click the "+" button for the table editing window
at the upper right of the display, just below the Exit
button for the editing system.
Table Numbers
Tables will be automatically numbered in the
order in which they are entered in the outline under
the heading Tables. Existing tables will be
renumbered if a table is deleted or moved in the
outline.
Adding Hyperlinks for Tables
Each table should have a reference in the text; for
example:
Table 1 lists methods that can be used
to control fleas indoors.
Various methods can be used to control
fleas indoors (Table 1).
To create a hyperlink:
1. Block the text to be highlighted as a link (e.g.,
"Table 1").
2. Click the Hyperlink button on the toolbar, or
choose Format > New Hyperlink from the menu
bar.
3. In the Hyperlink editor window, click the radio
button for table and choose a table by clicking
the Down arrow.
4. Click OK when the information is complete.
Revising a Table
To revise a table, select the table number in the
outline. This will provide access to the Table editing
window.
Click in a cell to select the cell for editing. To
revise a table caption, click the Field editing button
(three dots) at the right of the table caption field to
access the Table caption window.
Moving a Table in the Outline
To change the order of a table in the outline, use
a cut-and-paste procedure, as follows:
1. Select the heading for the table (e.g., "Table
1").
2. Choose Edit > Cut from the outline menu bar.
3. Select the table number that is to precede the
table to be pasted. To move a table into the Table
1 position, select the heading "Tables."
4. Choose Edit > Paste as Section from the menu
bar.
Table Editing Tools
The Table editing window offers most of the
same editing tools as the text editing window pane.
See General Editing Tools for information about
options such as cut and paste and changing font
appearance.
The Table option on the table editing menu
provides a group of formatting functions unique to
tables.
Figure 12
Figure 12. Table menu options
For further information on these options see:
Designate Header Rows
Specify Borders and Shading
Designate Key Cell
Recalculate Cell Size
Additional commands available for use in tables
are as follows:
Block a column or row
Change column width or row height
Add or delete a column or row
Merge or split cells
Split cells for imported data
General Editing Tools
A table cell must be selected before data in that
cell can be edited.
Otherwise, the following functions work the
same as in the Text editing window pane. (These
tools are described in Text Editing Tools.)
• Cut, Copy, and Paste can be accessed from both
the table toolbar and the Edit menu.
• The table toolbar has buttons for bold and italic,
justification, indent and unindent, list formats,
special characters, and hyperlinks. Note that
hyperlinks can be triggered from within a table
to other data. This is in addition to the required
link to the table from the text reference.
• The Format menu provides Superscript and
Subscript options in addition to list formats,
indent options, and special characters.
• Search offers Find/Replace options.
Tools provides access to Check Spelling.
Change Column Width or Row Height
To enlarge or decrease column width or row
height, place the cursor over a line on the table grid
and drag the cell border.
If rows have too much blank space below the
row content, rather than move each row border, select
Table > Recalculate Cell Size from the Table menu
bar.
Select a Column or Row
For some editing tasks, you must first select a
column or row (or a group of columns or rows).
To select a column, click the gray
column-selection
button at the top of the column. The
cells in the column will display a heavy outline,
indicating that the column is selected.
To select a row, click the gray Column-selection
button at the left of the row. The cells in the row will
display a heavy outline, indicating that the row is
selected.
To select a group of columns, drag the mouse
across the column-selection buttons for the columns
to be selected.
To select a group of rows, drag the mouse down
the column-selection buttons for the rows to be
selected. To enlarge or decrease column width or row
height, place the mouse cursor over a line on the table
grid and drag the cell border.
Add or Delete a Column or Row
First, select the row or column where the change
will take place. (See: Select a Column or Row.)
When the row(s) or column(s) have been selected,
click the appropriate toolbar button.
Figure 9
Figure 9. Add/Delete row, Add/Delete column
To Add a Row. Use the toolbar button displaying
a green horizontal bar. The new row will be added
above the selected row.
To Delete a Row. Use the toolbar button
displaying a red horizontal bar.
To Add a Column. Use the toolbar button
displaying a green vertical bar. The new column will
be added to the left of the selected column.
To Delete a Column. Use the toolbar button
displaying a red vertical bar.
Merge or Split Cells
The Merge button has faded grid lines, while the
Split/Restore button has heavy grid lines.
To Merge Cells across a Row
Figure 10
Figure 10. Merge/Split cells
1. Click the gray Row-Selection button at the left of
the row.
2. Click the Merge button.
To Merge Selected Cells
1. Drag the mouse vertically or horizontally to
block cells to be merged.
2. Click the Merge button.
To Split Cells
1. Click to select the cell to be split. This must be a
cell that was previously merged.
2. Click the Split/Restore button. The cell will be
split to restore the original grid pattern.
Split Cells for Imported Data
Two buttons are provided to assist in
reformatting data imported from word processing
files or ASCII files. (See: Importing a Word
Processing File.)
Figure 11
Figure 11. Restore columns, rows
To Split a Cell Vertically
Icon: Box with vertical line (representing two
columns).
Function: Restores column divisions in a row of
merged cells.
Typical use: When copying a table row by row
from a word processing program, column breaks are
lost, and the data needs to be reformatted into
columns.
Directions: Place the cursor at the beginning of
the data to be moved, and click the button to Split
Cell into Columns
. This will restore the next column
in the row, and will move all text after the insertion
point into that column. Repeat this process until all
columns are restored.
To Split a Cell Horizontally
Icon: Box with horizontal line (representing two
rows).
Function: Adds a row and moves text into that
row.
Typical use: When a table is imported from an
ASCII file (e.g., a scanned document file), a new row
is typically represented by a hard return. The data
needs to be reformatted into the correct row
configuration.
Directions: Place the cursor at the beginning of
the data to be moved, and click the button to Split
Cell into Rows
. This will add a row, and will move all
text after the insertion point into the new row,
keeping the data in the same column.
Designate Header Rows
Designate header rows as follows:
1. Click Table > Table Header on the menu bar.
2. Specify how many rows serve as column
headings.
Rows designated as header rows will stay on
screen when a table requires vertical scrolling. In a
print version, header rows will repeat at the top of a
new page when a table continues over a page break.
Specify Borders and Shading
The default setting for tables is to have borders
on all sides of cells, and to use a white background.
To change these settings, select Table > Cell
Borders and Shading
from the table menu. You will
access a dialog box for specifying borders and
shading.
The options you choose in the Cell Borders and
Shading
dialog box will apply to the entire table
unless you select a portion of the table first.
To select a portion of the table for formatting,
you can do the following:
• click in a single cell to select it
• drag the mouse to block a group of adjacent
cells
• click the gray row-selection bar (for example,
to select a row for shading)
Recalculate Cell Sizes
When extra space appears in table rows, select
Table > Recalculate Cell Sizes from the table menu.
Designate Key Cell
When a table is composed of multiple sections,
designate key cells--that is, cells containing labels
that apply to a group of subsequent rows.
For example, suppose a table describes a series
of ornamental plants. Each plant requires several
rows of the table for some type of description. The
first row for each plant section would contain the
plant name. This row would be a Key Cell.
The key cell designation is used when printing
the document to make sure that the rows following a
key cell are printed on the same page as the key cell.
Select key cells one at a time (click in the cell),
then select Table > Key Cell from the table menu.
Preparing Images
All images must be in a digital graphics format.
Contact the IFAS Office of Information
Technologies for assistance in digitizing color slides
or other photographs.
Use GIF format for black-and-white or grayscale
images, JPEG for color images.
Guidelines for Preparing Image Files
Editing and Cropping. Use a paint program to
edit graphics files as required, cropping images
closely.
Graphics Format. If necessary, convert the file
format. Save images in GIF format for
black-and-white or grayscale images, JPEG for color
images.
Resolutions. Save each image three times in
different resolutions for use in different media. You
need a thumbnail image for use in the editing system,
a larger image for use in printed documents, and a
third image for use in HTML displays.
1. For HTML display (e.g., WWW), maximum
size is 640 pixels wide x 480 pixels high. This
will provide a full-screen image. Usually a
smaller size is satisfactory.
2. For printed documents, assume a one-column
graphics box width. An image width of 900
pixels is recommended.
3. Provide a thumbnail file for use in the EDIS
Editor. This will allow you to see the image in
the text editing panel when you insert a figure
into the document.
NOTE: Three different resolutions can be made
automatically if a printable image is prepared first.
See: Registering Figures in the Outline.
Filenames for Graphics Files
Descriptive filenames may be used, such as
"Roach1."
Add the extension GIF or JPG to indicate the file
format.
NOTE: The 8-character limit for filenames no
longer applies, and it is no longer necessary to use the
EDIS file-naming conventions that produced
filenames such as FS184F01.GIF (i.e., Figure 1,
document FS184). However, these filenames may be
retained where they are already in use.
Authors will need to set up a convention for
naming and filing the three sets of files to be
prepared. One option would be to add a character to
the filename to indicate the target media: for
example:
1. "Roach1P" = print version
2. "Roach1T" = thumbnail version
3. "Roach1E" = version for electronic display
(WWW, CD-ROM)
Another option is to use the same filename for
each set of three images, and save the files in
different folders to keep them separate.
Composite Images
Composite images can be composed within the
editing system. It is not necessary to create a
composite image with a separate graphics editing
system.
See: Adding Figures to Documents: Creating a
Composite Image.
Adding Figures to Documents
There are three basic steps in adding a figure to a
document.
1. Register the figure in the outline and provide
information in the figure editor.
2. Specify the point of insertion of the figure into
the text. This is required for printed output.
3. Provide a hyperlink for HTML displays.
Registering Figures in the Outline
To register a figure in the outline, click on
Figures in the outline, then choose Edit > New Figure
from the outline menu bar. The image editing
window will then display.
Provide the filename and caption for the figure.
Use the tabs to register all three versions of the image.
NOTE: The default setting is for a figure to
consist of a single image. If you intend to create a
composite image, click the appropriate selection
button at the bottom of the image editing window.
See: Creating a Composite Image.
Enter the Filename
Click the field edit button (three dots) at the end
of the File Name field to browse available image
files. Select the desired file in the Open Image dialog
box and click Open.
Once you enter the filename, the image will
display in the Image editing window.
Click on the tabs to load each image three times,
once for each resolution (thumbnail, on-screen, and
printable).
When you click the Browse button for the
filename, the software returns to the same folder, so
you can load multiple images quickly.
Figure Number and Figure Label
Figures will be automatically numbered in the
order in which they are entered in the outline under
the generic heading "Figures."
The default Figure label is the figure number.
However, you may wish to change this label to a
descriptive phrase (e.g., German roach). Descriptive
labels can be helpful in inserting the figure into the
text, when available figures will be listed by label.
Especially when there is a long list of figures, it can
be useful to see a descriptive phrase for each figure.
NOTE: The descriptive label you enter is not
printed or used in any display. It is an option provided
for the convenience of authors.
Figure Captions
To Create a Caption. With the image window
active, click the field edit button at the end of the
Caption field to access the Figure Caption window.
Enter the caption in this window.
Do not enter a figure number as part of the
caption. Numbers will be automatically assigned
according to the position of the figure in the outline.
To Edit a Caption:
1. Select the figure in the outline. The image will
display.
2. Click the Field edit button (three dots) at the end
of the Caption field.
3. Edit the caption in the Figure Caption window.
Credits
Use this field to credit the source of the image, if
appropriate.
Creating a Composite Image
Click the radio button at the bottom of the image
editing window that is labeled Several images. When
you select this button, lettered tabs will be added to
the top of the image editing window.
Click the tab for "A." Then proceed as you
would for a single image. That is, click the Field edit
button (three dots) at the end of the File Name field to
browse available image files. Select the desired file in
the Open Image dialog box and click Open.
Load the image for component "A" three times,
once for each resolution--thumbnail, on-screen, and
printable.
Then click the tab for "B" and load the next
image three times.
Continue until all parts of the composite image
have been selected. (See also: Entering the Filename,
NOTE.)
Inserting an Image in the Document
To insert an image in a document, proceed as
follows:
1. Position the cursor in the text editing pane where
you wish to insert the figure.
2. Choose Format > Insert Figure from the menu
bar.
3. Make a selection from the list of available
images.
NOTE: The figure to be inserted must first be
registered in the outline.
Adding Hyperlinks for Figures
Create a Reference in Text. For each figure,
there must be a reference in the text that is marked as
a hyperlink.
The typical reference uses a figure number, e.g.:
Hibiscus blooms add color to Florida
landscapes (Figure 1).
An alternate format can be used for "plates" that
have not been numbered as figures; e.g.:
Sweetgum trees provide fall color in north
Florida.
To Create a Hyperlink. Proceed as follows:
1. Block the text to be highlighted as a link.
2. Choose the Hyperlink button from the toolbar.
3. In the Hyperlink Editor window, enter the
filename by clicking the radio button for figures
and choose the appropriate figure by clicking the
arrow. See: Filenames for Hyperlinks.
4. Click OK when the information is complete.
Revising Figures
Once an image has been imported into the
database, the program does not access the original
image file any more.
If you decide to edit an image after it has been
loaded into the database, you willl need to edit the
original image and reload the image into the
database.
To replace the figure in the database, select the
appropriate figure number in the outline, and re-enter
the filename for each of the three images. Then open
the section of text where the image has been inserted,
delete the obsolete figure, and insert the new figure.
Changing the Order of Figures
If (and only if) the label is left as "Figure 1," etc,
figures will automatically be renumbered whenever a
figure is deleted or moved in the outline. (See: Figure
Number and Figure Label.)
To change the order a figure number, use a
cut-and-paste procedure, as follows:
1. Select the outline heading for the figure (e.g.,
"Figure 1").
2. With the figure number still highlighted in the
outline, choose Edit > Cut from the outline menu
bar.
3. Select the figure number that is to precede the
figure to be pasted. To move a figure into the
Figure 1 position, select the heading Figures.
4. Choose Edit > Paste as Section from the menu
bar.
Adding Equations
Equations must be imported into the EDIS
Editor as bitmapped images.
1. Prepare the equation in a program such as the
WordPerfect Equation Editor.
2. Use a graphics program to make a screen capture
of the equation. Include the display of the
equation number in the image area.
3. Edit the image as required. You may need to
crop the image.
4. Convert the image file to GIF format.
5. Save the image three times at different
resolutions. (See Guidelines for Preparing Image
Files.)
6. Copy the image files into the appropriate folders
under Thoughtpad. (See Directories for Image
Files.)
7. Import the image into the document. (See
Registering Figures in the Outline and Inserting
an Image in the Document.)
8. Add a hyperlink for the equation.
Numbering Equations
Equations will be numbered in the order in which
they are entered in the outline under the heading
Figures. Change the label from "Figure 1" to
"Equation 1."
To change the order of an equation, cut the
heading for the equation (e.g., "Equation 1") and
paste the heading in the desired position. (See
Moving Headings.)
NOTE: The equation number should be included
in the image area of the bitmapped graphics file. If an
equation number is to be changed after this image has
been generated, a new image file will need to be
created for the equation.
Adding Hyperlinks for Equations
Each equation should have a reference in the
text; for example:
Final ratings were calculated using the formula
shown in Equation 1.
1. Block the equation number in the text; for
example, Equation 1.
2. Choose the Hyperlink button on the toolbar or
select Format > New Hyperlink from the menu
bar.
3. In the Hyperlink Editor window, enter the
filename by clicking the radio button for figures
and choose the appropriate equation by clicking
the Down arrow. See: Filenames for Hyperlinks.
4. Click OK when the information is complete.
HTML Preview
To preview the document in HTML format,
click the HTML button at the lower left of the EDIS
Editor window.
To exit the HTML display, click the "-" button
that is displayed below the Exit button in the upper
right corner of the window.
CAUTION: If you click the Exit button for the
HTML window, you will be asked if you want to exit
the editing program.
Printing a Document
Clicking the Print button will create the .pdf
version of the document.
Importing a Word Processing File
It is not possible to directly import documents in
a word processor format into the EDIS Editor, but you
can copy and paste portions of documents, avoiding
the need to rekey these portions.
First, a new document framework must be
established in the EDIS editor. Then sections of text
and table data can be copied from a word processing
file and pasted into the EDIS Editor.
To establish the new document framework,
proceed as follows..
1. In the EDIS Editor, Choose New and enter
required document information. See: Starting a
New Document and Required Document
Information.
2. Create headings in the EDIS Editor outline. See:
Creating Section Headings.
3. Create the framework for tables as explained in
the section, Adding Tables. Set the number of
columns and rows, click OK, and enter the table
caption.
To begin the copy-and-paste procedure,
minimize the EDIS Editor and retrieve the word
processing document in the appropriate program
(e.g., WordPerfect or Word).
For instructions on the copy-and-paste
procedure, see Importing Sections of Text and
Importing Table Data.
Importing Sections of Text
You will be copying text one section at a time.
After establishing headings in the EDIS Editor,
minimize the EDIS Editor and retrieve the document
in the word processing program.
1. In the word processing program, block a section
of text from one heading to the next heading.
Choose Copy.
2. Maximize the EDIS Editor.
3. Select the appropriate heading in the EDIS
Editor outline, then click in the text pane, and
click the Paste button on the toolbar.
4. Repeat the Copy-and-Paste process as needed.
Importing Table Data
After creating the table structure in the EDIS
Editor, you can copy and paste table data from a
word processing file.
Without exiting the Table Editing window,
minimize the EDIS Editor and retrieve the word
processing document in the appropriate program
(e.g., WordPerfect or Word).
For tables that do not have complex column
headings (i.e., spanner headings), it will be easiest to
copy tables one column at a time. An alternate
procedure is to copy one row at a time.
To import one column at a time, proceed as
follows:
1. In the word processing document, block the first
table column. Choose Copy.
2. Maximize the EDIS Editor window.
3. Click the gray Column-Selection bar at the top of
the first column.
4. Click the Paste icon.
To import one row at a time, proceed as follows:
1. In the word processing document, block the first
table row to be copied (starting with column
headings, not the table title). Choose Copy.
2. Maximize the EDIS Editor window.
3. In the EDIS Editor, click the gray Row-Selection
bar
at the left of the first row, then click the
Merge button to merge the cells in this row.
4. Click the Paste button.
5. The row now needs to be reformatted into
columns. Position the insertion point at the
beginning of the data for the second column.
Click the Split Cell button (icon with vertical
bar). Continue across the first row with the same
technique.
6. Repeat the Copy-and-Paste process for each row
of the table. See: Table Editing Features.
Index
Author
Author footnote
Author footnote, samples
Bibliographic information
Block a table column
Block a table row
Block selected table cells
Block text
Bold
Bulleted lists
Captions, edit
Captions, create
Characters, special
Check spelling
Close a document
Close the HTML window
Close the table editing window
Columns, in tables
Columns, in text
Copy command, in table editor
Copy command, in text editor
Copy text from word processing file
Columns, delete in table
Columns, insert in table
Columns, specify number in table
Columns, width in table
Columns for text (applies to print document)
Composite image
Cut
Date
Delete document
Delete heading
Delete text
Department
Directories for graphics files
DL Number
Document, new
Document information
Equation numbers
Equations, create
Equations, insert document
Figure numbers
Figure captions, create
Figure captions, edit
Figure, create composite
Figures, add to outline
Figures, insert in text
Filenames for graphics files
Find
Font appearance
Font changes
Footnotes, create
Graphics files, edit
Graphics files, formats
Graphics files, requirements
Graphics files, resolutions
Header rows in tables
Headings, create
Headings, delete
Headings, edit
Headings, levels
Headings, move
Headings, save
Height of table rows
HTML preview
HTML temporary file
Hyperlink, create
Hyperlink, delete
Hyperlink, edit
Hyperlink, required for equations
Hyperlink, required for figures
Hyperlink, required for tables
Hyperlinks
IFAS number
Import tables
Import text
Indent
Italic
Justification
Keyed tables
List styles
Lists
Load
Math symbols
Merge table cells
Multinational characters
New
New document
Numbered lists
Open
Outline, add headings
Outline, expand
Paste
Paste
Plain lists
Print the document
Recalculate cell size
Replace
Rows, delete in table
Rows, headers in table
Rows, height in table
Rows, insert in table
Rows, specify number in table
Rows, split in table
Save
Search
Special characters
Spelling, check
Split a table cell
Standard tables
Subheadings, create
Subscript
Superscript
Symbols
Tab
Table cell, merge
Table cell, select
Table cell, split
Table columns, delete
Table columns, insert
Table columns, specify number
Table columns, width
Table numbers
Table rows, copy
Table rows, delete
Table rows, header
Table rows, height
Table rows, insert
Table rows, paste
Table rows, split
Table titles
Tables, create
Tables, edit
Tables, enter data in cells
Tables, format
Tables, imported
Tables, keyed
Tables, standard
Text editing tools
Text, entering
Text, guidelines
Title
Title footnote
Tools
Underline
Word processing file, importing
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