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Version 2.2
Using MathType
MathType is a mathematical equation editor for personal computers running
Microsoft Windows or the Apple Macintosh OS. It can generate mathematical
notation for word processing, presentations, desktop publishing, web pages,
TEX, LATEX and MathML.
This guide describes how to use MathType 5 to create equations in a Word
2003 document.
60p
Document code:
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Guide 143
Using MathType
2.2
June 2006
University of Durham Information Technology Service
Contents
1
Introduction ........................................................................................................ 1
Notation .............................................................................................................. 1
Exercises .......................................................................................................... 12
ii
Introduction
MathType is a mathematical equation editor. It can generate mathematical
notation for word processing, presentations, desktop publishing, web
pages, TEX, LATEX and MathML.
It is very easy to use and has many more symbols and templates than the
Equation Editor that is included as part of Microsoft Word. MathType
automatically re-sizes square root signs and parentheses to fit their
contents, inserts suitably-sized spaces around operators and relational
symbols, and displays standard abbreviations in an appropriate style.
Once installed, it in effect replaces the Equation Editor as the application
used for editing equations. The Equation Editor is not deleted though and
can still be used if required (see section 16.4).
MathType has been installed on the ITS Networked PC service.
If you want to install and run MathType on your own computer, it must
have:
PC
Notation
In ITS documents, Ctrl/B is used to indicate that the Ctrl key should be
pressed and held down while a second key, B in this example, is tapped. In
MathType, the notation for the same action is Ctrl+B. You will see this
other notation on-screen and in the MathType manual.
The notation Ctrl/K,2 is used to indicate that the Ctrl key should be held
down while K is pressed, then both keys should be released before
pressing 2.
Throughout this document, the word equation is used to refer to any
combination of mathematical symbols.
Type
I shall start by creating an inline equation
Either
Click the Insert Inline Equation button on the MathType toolbar
or
3.1
MathType window
Precisely how the MathType window looks will depend on which settings
are in place. To see all parts of its toolbar,
In MathTypes View menu, make sure that there are ticks beside
Show All, Symbol Palettes, Template Palettes, Small Bar, Large
Tabbed Bar, Small Tabbed Bar, Toolbar, and Ruler.
In the picture below, the Algebra tab is selected. You may have a different
one displayed.
1
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Working from the top to the bottom of the MathType window:
The title bar (1) shows which document you are editing (in this case
Experimenting with MathType.doc).
Below the title bar is the menu bar (2).
Symbol palettes (3) - if you press or click on one of these buttons, a
palette opens giving you a choice of symbols.
Just select a symbol and it will be put in your equation immediately to the
right of the insertion point.
These are structures into which you can enter your own values. If you
select a template, it will be put in your equation at the position of the
insertion point, or, if something was already selected in your equation, the
template will be wrapped around it.
Small bar (5) - an area where you can store frequently-used items.
Large (6) and Small (7) Tabbed bars - this area enables you to organise
your frequently used symbols, templates, and parts of (or whole) equations
under different headings (tabs). Some useful items are already supplied.
The two palettes and three bars described above form the MathType
Toolbar which has a blue handle running vertically at its left edge. This
toolbar can be
docked at the bottom of the MathType window - click and drag the
handle to wherever you want the toolbar to go
hidden - clear the tick beside Toolbar in the MathType View menu
(tick again to restore it)
The size of the Toolbar Buttons may not be to your liking. This can easily
be changed:
1
Click OK.
Ruler (8) - this enables you to know how large your equation is. You can
set tab stops, which are very useful when aligning different parts of your
equations.
Working area (9) - this white pane is where you build your equation(s).
Status bar (10) - the four areas of the status bar tell you what the current
settings are for Style, Size, Zoom, and Color. These can be changed
using menu commands, or, you can right-click on one and select a different
setting from the pop-up menu that appears.
It is also worth noting that when you point to an item on the toolbar or
menu, the status bar shows a message describing that item. Sometimes
you will see a message there telling you what MathType has just done or
what it is waiting for you to do.
In the working area, there is just a green dotted outline of a rectangular slot
(empty at the moment) and an L-shaped flashing marker indicating where
the next inserted text or templates will be placed.
When entering text into such a slot,
avoid using the Space key, because it usually has no effect
press the Backspace key to erase the character or symbol to the left
of the insertion point
press the Enter key to start a new line below the first one
select Undo Typing from the Edit menu to delete everything typed
since the last non-typing action
3.2
Creating an equation
An equation can be created as follows:
1
From the File menu, select Close and Return to Document1 (or
press Ctrl/F4).
Click Yes.
(If, at a later stage, you decide that you would prefer to have this box
appear, select Object Editing Preferences from MathType's Preferences
menu, clear the tick beside Don't show 'Save Changes' dialog for
separate window and click OK.)
5
The MathType window will close and the equation y = sin x + c will be
inserted in your document.
If you see a grey area around your equation, dont worry. The shading will
not appear in the printed version of your document. To control the
appearance on screen of field shading, select Tools | Options | View and,
in the Field shading: box, choose Never, Always, or When selected.
MathType understands the rules of mathematical typesetting. It will, for
example:
s = ut + 12 ft 2
1
Either
Click on the Insert Display Equation button on Words MathType
toolbar (second from the left)
or
Select Insert Display Equation from Words MathType menu.
Click on the second button from the left in the template palettes. The
Status bar message will be Fraction and radical templates. (This
was shown as an example of a template palette in section 2.)
There are five rows of available fractions.
3
Those with a dotted outline create full-size fractions (too large for this
example) whereas those with solid rectangles produce reduced-size
fractions, which save space when the numerator and denominator are just
simple numbers.
4
To move the marker, press Tab (or click to the right of the equation).
Type
ft
11
12
Type
2
Shortcuts
There are two quicker ways to produce a superscript slot:
press Ctrl/J
on the Small bar, click on the Superscript and subscript button
Exercise
Insert the following equation in your document.
v 2 u 2 = 2 gs
Hint: dont forget the shortcut for a superscript.
Repeatedly pressing Tab or Insert will cycle the insertion point through all
the slots in an equation.
Repeatedly pressing Shift/Tab will cycle in the reverse direction.
Left or Right arrow - moves insertion point one character to the left/right.
(If a template is encountered, the insertion point moves into its first slot; if
already at the end of a template, the insertion point moves out of the
template.)
Ctrl+Shift with arrow key - insertion point moves over templates (not into
the first slot).
Up or Down arrow - insertion point moves up/down between lines or
template slots
Home - insertion point moves to the beginning of the current slot.
End - insertion point moves to end of slot.
The MathType window can be scrolled up/down using the
PageUp/PageDown keys; the insertion point does not change.
Method
Part of equation
All of a slot
Part of a template or
Embellishment (for
example, ^)
The Delete key deletes to the right; Backspace deletes to the left.
Keyboard shortcuts
A few of the common shortcuts are mentioned in this guide but there are
many more.
When the mouse pointer is over a particular symbol or template on the
MathType toolbar, its keyboard shortcut is displayed on the Status bar.
7.1
Greek characters
Click on the Greek characters (lowercase) palette and point to .
The message
1
7.2
7.3
Re-sizing items
If you would like to change the size of something, first select it and then
press, as many times as you like,
Ctrl/Shift/<
to make it smaller
Ctrl/Shift/>
to make it larger
Help
If you are particularly interested in keyboard shortcuts, have a look at
MathTypes Help:
1
Click on the Index tab and type shortcuts in the first pane.
Numbered equations
The next example to be worked through is the numbered equation
x2
I = 4
x +
x2
e dx
(1.1)
template.
Click on the Full-size fraction template (13th button from the left on
the Small bar).
Type
x2-
10
11
12
e-x
13
Press Tab twice to get the insertion point to the right of the whole
expression.
14
Type
dx
10
15
16
17
18
8.1
Press Tab again to get to the upper limit slot and click on on the
Small bar.
Check that your equation is now complete, and press Ctrl/F4 to put
it in your document.
X
i =1
= 25
(1.2)
Hint: Use the first button on the Statistics Large Tabbed bar.
The number of the equation just created is (1.2) which consists of:
section number - 1 (this is determined by the number of the closest
preceding Equation Section Break in the document)
separator - a dot
equation number - 2
Click OK.
The number of your latest equation should now be (7.2).
3
8.2
Advanced numbering
In some documents, you may prefer to use three levels of numbering
(chapter, section and equation numbers) as in (1.2.3). MathType also
offers some built-in number formats, for example <1.2.3>, and the option to
create your own custom number format.
Try changing the number of your latest equation, (7.2), to the format
<1.7.2> as described below.
11
Click on the down-arrow beside the Enclosure: box and select <>.
Tick the Whole document box (to change the existing numbers).
Click OK.
The number of your equation should now be <1.7.2>.
6
Exercises
To get some experience of using MathType, you may like to try to
reproduce some of these equations and sentences:
12
Exercise 1
N
SN = a j
j =1
Exercise 2
The curve defined by the equation
(x
+ y 2 ) ( y 2 + x ( x + b ) ) = 4axy 2
1
1 3 (2n 1)
n
<1
2
2 4 2n
Exercise 4
1/ 2
n
2
x = xj
j =1
Exercise 5
n
n!
i=
i !( n i ) !
Hint: Inside the brackets, either type n, press the Enter key and type i, or,
select the 2 row, 1 column matrix template from the Matrix templates
palette.
Exercise 6
In MathType, the widehat symbol fits its arguments and it is easy to create
u+v+w.
Note: On-screen the widehat symbol looks as though it is made up of five
lines but it prints correctly.
Exercise 7
).
Exercise 8
(E)
(E )
54
exp a E
13
10 Inserting symbols
Suppose you want to insert a particular symbol, B , for example, in the
MathType window but you cant find it on the toolbar.
1
In the MathType window, from the Edit menu, select Insert Symbol.
The Insert Symbol dialog box will appear. Precisely what it shows will
depend on what you have been doing previously.
2
The View by: setting will probably be Font. In our example, we want a B
from the Blackboard font, but scrolling through the listed fonts will not offer
Blackboard.
14
Click OK.
Click Close.
10.1
Exercises
Exercise 1
Find the rightwards triple arrow
Exercise 2
Find the less-than or approximately equal to symbol
Exercise 3
Find the squared plus symbol (
When searching, you can enter a key word rather than a full description. In
the first exercise, for example, just asking for arrow would be sufficient.
11 Styles
MathType has eleven styles called Math, Text, Function, Variable, LowerCase Greek, Upper-Case Greek, Symbol, Vector-Matrix, Number, User 1
and User 2.
11.1
Variable
The Variable style is the one used for any alphabetic characters that are
not part of function abbreviations, in other words, that are ordinary variables
or constants in your equations. This style is usually the italic version of your
primary font.
11.2
Text
So far in your equations you have been using Math style which disables the
spacebar. You may occasionally wish to type a few words in the middle of
an equation and for this you need the Text style in which the spacebar
works.
As an example, create
0 inside boundary
U =
outside boundary
1
Type
U=
From the Fence templates palette, select the Left brace (Ctrl+T,{)
which is the first item on the 6th row.
Type a zero.
Press Enter.
15
Exercise
Enter the following into your Word document:
The Kronecker delta is defined by
1 when i = j
0 when i j
ij =
Hint: Move into Text style for spaces and the word when but back to Math
style for the rest of the line.
11.3
Vector-Matrix
This style is used for characters representing vectors and matrices. It is
usually in the same font as the Variable style but made bold instead of
italic.
The following equation will be used as an example:
v = v + r
1
Type
v
Type
=v+
Type
r
You will probably have noticed that the is not in Vector-Matrix style.
Some people prefer to just type an equation without worrying about vectors
and change the styles of any characters that are vectors later.
9
10
16
When using styles, keep an eye on the Status bar to see what style you are
in. Just clicking somewhere in your equation can cause the style to flip to
something else.
11.4
Exercises
Put the following equations into your Word document:
Exercise 1
J = J 0 + v ( , )
Exercise 2
The unit vector J is normalised according to
J =
r
r +s
2
J 1 +
s
r +s
2
J 2
12 Spacing
12.1
Horizontal
So far in this guide we have accepted whatever spacing MathType decided
was best. Sometimes, however, you may wish to take control.
Several sizes of spacing are available on the Spaces and ellipses palette.
Icon
Keystroke
Alternative
keystroke
Description
Size
Default spacing
||
Shift/Space
Ctrl/K,0
Zero space
Ctrl/Alt/Space
Ctrl/K,1
||
Ctrl/Space
Ctrl/K,2
Thin space
(sixth of an em)
||
Ctrl/Shift/Space
Ctrl/K,3
Thick space
(third of an em)
||
None
Ctrl/K,4
Em space
(quad)
| |
f ( x, y )dxdy
by selecting the Double integral with no limits from the Integral
templates.
17
This would look better with a thin space before the dx and another one in
front of the dy .
For comparison purposes, it will be useful to create the same equation but
with those spaces inserted.
The quickest way to create the second version is to modify a copy of the
original.
2
From Words Edit menu, select Copy (or click the Copy button).
In order to see any spaces that you insert in the equation (but not
those put in automatically by MathType), make sure that in
MathTypes View menu there is a tick beside Show All.
Now insert the two extra spaces.
6
f ( x, y) dx dy
9
12.2
Put the equation in your document and compare the two versions.
Vertical
More than one equation can be created in a MathType window - simply
press Enter at the end of the first line to get a new line for the next
equation. This is called a pile.
1
y+ = a sin x + b tan x
y = a sin x b tan x
but dont put them in your document at this stage.
The vertical spacing between these two equations can be changed.
1
Either
Place the insertion point somewhere in the outermost slot of the
second equation (not within a template)
or
Select the second equation.
18
Reduce the value in the Line Spacing box and click OK.
y+ = a sin x + b tan x
y = a sin x b tan x
4
12.3
Nudging
Very fine adjustments can be made to parts of an equation.
Suppose you need to reproduce the symbol B consisting of a script
capital B from the Euclid Math One font followed by a small square.
1
To nudge an item, select it and then use one of the following key presses:
Ctrl/
Ctrl/
Ctrl/
Ctrl/
You cannot undo nudging but if you select a nudged item and use the
Format | Reset Nudge command, it will be returned to its un-nudged
position.
13 Alignment
13.1
Fences
The alignment of items within fences (brackets, parentheses, braces etc)
can also be adjusted.
C+D
B
+
EF ,
A
2G
C+D
B+
C+D
B+
E
F
A
, and A
EF
2G
2G
Position the insertion point inside the braces (or select all the
template).
19
13.2
Choose the setting you like best and put the equation in your
document.
Equations
In order to experiment with various ways of aligning equations:
1
Create a pile consisting of two equations (press the Enter key after
the first equation)
a+b+c+d e+ f
g+h=k
To centre the equations, from within the MathType window:
2
a+b+c+d e+ f
g+h=k
3
a+b+c+d e+ f
g+h=k
It is more likely that you will want the equations to line up with and =
underneath each other. To do that:
4
a+b+c+d e+ f
g+h=k
You can line up equations in any way you wish by inserting an alignment
symbol in each equation at the points to be aligned. For example, to line up
the b and g
5
a+b+c+d e+ f
g+h=k
The alignment symbol does not appear when the document is printed.
20
13.3
Using Tabs
Using tabs in MathType is very similar to using them in Word. There are
five tab stop types - Left, Center, Right, Decimal, and Relational (to deal
with relational operators such as =, > and ).
The existing small marks on the ruler are default tab stops.
The following actions can be carried out with a tab stop:
You have already seen that pressing the Tab key in an equation simply
moves the insertion point. To type a tab character, you have to press
Ctrl/Tab
You should avoid using a combination of alignment symbols (see section
13.2) and tabs in the same line. An alignment symbol overrules a tab stop.
To practise using tabs, the following pile of equations will be created:
x& 1
=
y&
y&
=
=
x&
In the MathType window, create the first part of the equation, namely
x& 1
=
y&
Get the from the Greek characters (lowercase) palette (or use
the shortcut Ctrl/G followed by the letter T), and the prime and dots
from the Embellishments palette.
3
Make sure that the insertion point is to the right of the whole
equation.
Type
Bounce between adjacent walls
y&
=
x&
21
10
11
Type
Bounce between opposite walls
Single-click on the pile of two equations that you have just created,
and press the Copy button in Word.
Position the insertion point further down your document and press
the Paste button in Word.
Set a right-aligned tab to the right of the text so that you get
x& 1
=
y&
y&
=
=
x&
Note: When you set a tab stop, all default ones to the left of it disappear.
6
Exercise
Use tabs to lay out the following equation:
H ( x, y , p x , p y ) =
1
2
(p
2
x
+ py 2
inside a boundary B
outside B
14 Matrices
14.1
Creating a matrix
It is very easy to create a matrix using MathType. Consider the example
a12
a13
1 a11
A = a21 1 a22
a23
a
a32
1 a33
31
1
Type
A=
22
Any term in a matrix can be dragged and dropped into another slot. Hold
down the Ctrl key while you do this if you want a copy.
Among the new features offered in version 5 is the ability to add/delete
rows and columns within existing matrices and tables using the Format |
Matrix menu.
MathType gives you good control over the spacing and alignment of this
matrix.
14.2
A = 1 a11
a12
a13
a23
a21 1 a22
a
a32
1 a33
31
14.3
Note the options to add/delete rows and columns and then select
Change Matrix.
The Matrix dialog box will be displayed.
3
23
Note the control this gives you and then click the Right radio button
followed by OK.
Your equation should now look like this:
A = 1 a11
a12
a13
a23
a21 1 a22
a
a32 1 a33
31
14.4
A = 1 a11
a12
a13
a21 1 a22
a23
a31
a32 1 a33
24
In the MathType window, if you have View | Show All set, you
should be able to see the spaces (red symbols) and the flashing
insertion point as in the captured screen image below.
When you create a web page called, for example, Hobby.htm, the
following files and folders are created:
Hobby.htm - the main page containing the HTML code
When copying a web page to another location, make sure that you copy
both files and the folder. The MathPage.js file is the same for all pages.
25
Tips:
If possible, use Word 2000 or later. MathPage will work with Word 97
but its HTML conversion is not as good.
Tabs do not work well in browsers so it is better to use tables in
Word.
Long documents do not translate well into web pages so try to break
them into smaller ones, each of which can become a web page.
16 Miscellaneous
16.1
MathType Server
When the MathType Server is running, its icon appears on the Taskbar at
the right-hand end, near the clock. This means that the MathType
application keeps running, even when all its windows are closed, and it can
quickly provide a MathType window whenever you need it.
If you need to start the MathType Server on your own PC:
Select Start | Programs | MathType 5 | MathType Server
or
From MathTypes Preferences menu, select Object Editing
Preferences, check Startup in server mode and click OK
Should you ever wish to stop the Server:
16.2
Customisable toolbars
The three bars - Small, Large tabbed and Small tabbed - can be
customised and used to store useful templates, symbols, or bits of
equations. There is a detailed description of this in the User Manual
mentioned in section 1 of this guide.
Briefly, the procedure is:
26
Make sure that the Small, Small tabbed or Large tabbed bar that
you are altering, is visible.
Click and drag the item to the bar (with Alt still held down).
If you are using the Networked PC service, there is a further step needed to
ensure that your changes to the toolbar are preserved when you log out.
Right-click on the MathType Server icon (see section 16.1) and select
Exit.
16.3
16.4
Exit MathType.
Select
On your own PC:
Start | Programs | MathType 5 | Equation Conversion Manager.
On the Networked PC service:
Start | Utilities | MathType 5 | Equation Conversion Manager.
16.5
Collaboration
When working with other people on a document containing equations, it is
easiest if all those involved use the same version of MathType. However, if
27
some are using version 4 and others version 5, there shouldn't be any
major problems.
If some people are using the Equation Editor provided with Word, then full
compatibility is not provided. Those collaborators should download
MathType 5 from the MathType web site for a 30-day trial. It is the full
version and can be used free of charge. When the trial period ends, the
software runs in Lite mode - this has similar functionality to the Equation
Editor but enables equations created using MathType 5 to be edited.
The MathType web site is
http://www.mathtype.com/en/products/mathtype/
If you want someone else to be able to view and print your document, they
will need to have all the fonts used by the document and its equations. This
is also the case for individual equation files, unless they are GIF files which
are bitmaps and do not require fonts.
MathType fonts can be distributed to colleagues using the font installer
programs (one for TrueType fonts and the other for PostScript fonts)
provided on the MathType web site. Other fonts used in the document must
also be available on your colleagues PC - take care not to violate your
license agreement for these.
16.6
put into another document using Cut and Paste, or Drag and Drop
put into another document using that applications Insert | Object
command
converted into TeX, LATEX, MathML (or other textual languages) by
using MathTypes translation facilities
saved in files in Windows Metafile (WMF), Encapsulated Postscript
(EPS), or Graphic Interchange Format (GIF) file format
16.7
16.8
LATEX
An equation created using MathType can easily be converted into a textual
markup language such as TEX, LATEX or MathML - see the User Manual.
Briefly, the procedure is
28
Work in your usual text editor, typing the text of your LATEX
document.
Click OK.
From the Edit menu in MathType, choose Select All and then
Copy.
LAT
29