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Introduction to Writing Documents with LYX

Erich Hoover
Academic Chair, CSM Graduate Student Association

March 25, 2011

Outline Installation Purpose Toolbar Special Formatting Greek Symbols Working with Floats Tables Figures Subgures Cross-referencing Equations Lists Citing References Conclusion

Downloading
Installation

Free Download: http://www.lyx.org/Download The installer for Windows includes the MiKTeX distribution of A L TEX. The installer for Mac OS X requires the installation of MacTeX.
A Installations for Linux will automatically install L TEX through your distributions package manager.

Installing on Windows
Installation

Installing on Windows
Installation

Installing on Windows
Installation

Installing on Windows
Installation

Installing on Windows
Installation

Installing on Windows
Installation

Installing on Windows
Installation

Installing on Windows
Installation

Installing on Windows
Installation

What exactly is LYX?


Purpose

A Not exactly a typesetting application (L TEX). Not exactly a word processor (Word).

Not WYSIWYG What You See Is What You Get LYX is rather a document processor, or WYSIWYM What You See Is What You Mean

What exactly is LYX?


Purpose

A Not exactly a typesetting application (L TEX). Not exactly a word processor (Word).

Not WYSIWYG What You See Is What You Get LYX is rather a document processor, or WYSIWYM What You See Is What You Mean

What exactly is LYX?


Purpose

A Not exactly a typesetting application (L TEX). Not exactly a word processor (Word).

Not WYSIWYG What You See Is What You Get LYX is rather a document processor, or WYSIWYM What You See Is What You Mean

What exactly is LYX?


Purpose

A Not exactly a typesetting application (L TEX). Not exactly a word processor (Word).

Not WYSIWYG What You See Is What You Get LYX is rather a document processor, or WYSIWYM What You See Is What You Mean

WYSIWYM
Purpose

The document must be rendered, it cannot be printed directly. Document appearance is dened by styles, rather than explicit formatting. Styles are preset concepts that exist outside the document itself (ie. Chapter or Enumeration). Most writers only need to worry about the meaning of each component of the document, how the document renders is handled by the chosen style. Custom styles are generally implemented by a typesetter, who will handle how each concept renders in the resulting document.

WYSIWYM
Purpose

The document must be rendered, it cannot be printed directly. Document appearance is dened by styles, rather than explicit formatting. Styles are preset concepts that exist outside the document itself (ie. Chapter or Enumeration). Most writers only need to worry about the meaning of each component of the document, how the document renders is handled by the chosen style. Custom styles are generally implemented by a typesetter, who will handle how each concept renders in the resulting document.

WYSIWYM
Purpose

The document must be rendered, it cannot be printed directly. Document appearance is dened by styles, rather than explicit formatting. Styles are preset concepts that exist outside the document itself (ie. Chapter or Enumeration). Most writers only need to worry about the meaning of each component of the document, how the document renders is handled by the chosen style. Custom styles are generally implemented by a typesetter, who will handle how each concept renders in the resulting document.

WYSIWYM
Purpose

The document must be rendered, it cannot be printed directly. Document appearance is dened by styles, rather than explicit formatting. Styles are preset concepts that exist outside the document itself (ie. Chapter or Enumeration). Most writers only need to worry about the meaning of each component of the document, how the document renders is handled by the chosen style. Custom styles are generally implemented by a typesetter, who will handle how each concept renders in the resulting document.

WYSIWYM
Purpose

The document must be rendered, it cannot be printed directly. Document appearance is dened by styles, rather than explicit formatting. Styles are preset concepts that exist outside the document itself (ie. Chapter or Enumeration). Most writers only need to worry about the meaning of each component of the document, how the document renders is handled by the chosen style. Custom styles are generally implemented by a typesetter, who will handle how each concept renders in the resulting document.

Important Toolbar Buttons


Toolbar

Style Selection Dropdown Box Check for Spelling Mistakes Toggle Emphasis (Italics) In-line Math (NOT for Numbered Equations) Insert Float for Graphic Insert Graphic (Without Float) Insert Float for Table Insert Table (Without Float) Toggle Outline View (Table of Contents)

Important Toolbar Buttons


Toolbar

Insert Cross-referencing Label Insert Cross-reference Insert Bibliography Citation Insert Footnote Insert Typesetting Code (Evil Red Text) Change Style of Hilighted Text Change Style of Current Paragraph Render and View the Document

Important Formatting Options


Special Formatting Insert Formatting Superscript Insert Formatting Subscript Insert Formatting Protected Space Insert Formatting Thin Space

       

Create a small upper-right text box.

Create a small lower-right text box.

Create a standard size space between items and ensure that a linebreak does not occur on that space. Create a half size space between items and ensure that a linebreak does not occur on that space. This formatting mark is primarily for use with Latin abbreviations (like i. e.) and for separating variables in equations.

Important Formatting Options


Special Formatting Insert Formatting Ragged Line Break Insert Formatting Hyphenation Point Insert Special Character Protected Hyphen Insert Formatting New Page Insert Special Character Ellipsis

         

End the line without starting a new paragraph. Place a suggested point of hyphenation for when a word breaks at the end of a line. Place a hyphen that does not break at the end of a line. Force following content to occur on a new page. Insert an ellipsis (. . . ).

Inserting Greek Symbols


Greek Symbols

Greek symbols can be inserted with the Insert Special Character Symbols. . . dialog.

Generally these symbols should be inserted by inserting the symbol within an in-line math formula. That way the style of the symbol will match with when it is used inside a full-blown equation. Inside a math mode box any Greek character can be created by selecting the appropriate character from the Greek menu ( symbol) on the Math Panel.

Inserting Greek Symbols


Greek Symbols

Greek symbols can be inserted with the Insert Special Character Symbols. . . dialog.

Generally these symbols should be inserted by inserting the symbol within an in-line math formula. That way the style of the symbol will match with when it is used inside a full-blown equation. Inside a math mode box any Greek character can be created by selecting the appropriate character from the Greek menu ( symbol) on the Math Panel.

Inserting Greek Symbols


Greek Symbols

Greek symbols can be inserted with the Insert Special Character Symbols. . . dialog.

Generally these symbols should be inserted by inserting the symbol within an in-line math formula. That way the style of the symbol will match with when it is used inside a full-blown equation. Inside a math mode box any Greek character can be created by selecting the appropriate character from the Greek menu ( symbol) on the Math Panel.

What is a oat?
Working with Floats

Unlike in a word processor, in professional typeset documents gures and tables are generally automatically placed nearby the referencing text a couple pages. Informing the software which objects should be placed like this is done through the use of a oat, since those objects may oat (move around) during the rendering process. All captioned gures and tables must be placed in a oat. There are dierent types of oats for dierent objects, this fact is important for many documents (such as the unocial thesis template) where the correct position of the caption diers between dierent oat types.

What is a oat?
Working with Floats

Unlike in a word processor, in professional typeset documents gures and tables are generally automatically placed nearby the referencing text a couple pages. Informing the software which objects should be placed like this is done through the use of a oat, since those objects may oat (move around) during the rendering process. All captioned gures and tables must be placed in a oat. There are dierent types of oats for dierent objects, this fact is important for many documents (such as the unocial thesis template) where the correct position of the caption diers between dierent oat types.

What is a oat?
Working with Floats

Unlike in a word processor, in professional typeset documents gures and tables are generally automatically placed nearby the referencing text a couple pages. Informing the software which objects should be placed like this is done through the use of a oat, since those objects may oat (move around) during the rendering process. All captioned gures and tables must be placed in a oat. There are dierent types of oats for dierent objects, this fact is important for many documents (such as the unocial thesis template) where the correct position of the caption diers between dierent oat types.

What is a oat?
Working with Floats

Unlike in a word processor, in professional typeset documents gures and tables are generally automatically placed nearby the referencing text a couple pages. Informing the software which objects should be placed like this is done through the use of a oat, since those objects may oat (move around) during the rendering process. All captioned gures and tables must be placed in a oat. There are dierent types of oats for dierent objects, this fact is important for many documents (such as the unocial thesis template) where the correct position of the caption diers between dierent oat types.

Creating a Table
Working with Floats

Creating a Table
Working with Floats

Creating a Table
Working with Floats

Creating a Table
Working with Floats

Creating a Table
Working with Floats

Creating a Table
Working with Floats

Creating a Table
Working with Floats

Creating a Table
Working with Floats

Creating a Table
Working with Floats

Creating a Table
Working with Floats

Creating a Table
Working with Floats

Creating a Table
Working with Floats

Creating a Table
Working with Floats

(Rendered Document)

Creating a Figure
Working with Floats

Creating a Figure
Working with Floats

Creating a Figure
Working with Floats

Creating a Figure
Working with Floats

Creating a Figure
Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

(Rendered Document)

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

Creating a Figure w/ Subgures


Working with Floats

(Rendered Document)

Referencing Tables, Figures, and Equations


Cross-referencing

A L TEX (and, by extension, LYX) keeps track of the linking between an object and any references to it in the text, this feature allows for the software to autoregenerate the text (such as the equation number) when the order of any of these items changes.

In order to keep track of this information the user must label anything they wish to reference in the text and later cross-reference that item to insert the appropriate reference to the item. All labels are descriptive text dened by the author (rather than an autogenerated number), permitting easy identication of which object is being referenced.

Referencing Tables, Figures, and Equations


Cross-referencing

A L TEX (and, by extension, LYX) keeps track of the linking between an object and any references to it in the text, this feature allows for the software to autoregenerate the text (such as the equation number) when the order of any of these items changes.

In order to keep track of this information the user must label anything they wish to reference in the text and later cross-reference that item to insert the appropriate reference to the item. All labels are descriptive text dened by the author (rather than an autogenerated number), permitting easy identication of which object is being referenced.

Referencing Tables, Figures, and Equations


Cross-referencing

A L TEX (and, by extension, LYX) keeps track of the linking between an object and any references to it in the text, this feature allows for the software to autoregenerate the text (such as the equation number) when the order of any of these items changes.

In order to keep track of this information the user must label anything they wish to reference in the text and later cross-reference that item to insert the appropriate reference to the item. All labels are descriptive text dened by the author (rather than an autogenerated number), permitting easy identication of which object is being referenced.

Labeling an Object
Cross-referencing

Labeling an Object
Cross-referencing

Labeling an Object
Cross-referencing

Labeling an Object
Cross-referencing

Labeling an Object
Cross-referencing

Labeling an Object
Cross-referencing

Labeling an Object
Cross-referencing

Labeling an Object
Cross-referencing

(Rendered Document)

Using Equations
Equations

A L TEX and LYX were designed around the ability to use equations, resulting in a system that allows for extremely user-friendly equation editing.

This system was designed so well that virtually all software A supports the L TEX language for writing equations, you can even see this in Wikipedia if you ever view the alternate text for an equation. In addition to a nice user-interface, LYX permits copying and A pasting L TEX equations from any application.

Using Equations
Equations

A L TEX and LYX were designed around the ability to use equations, resulting in a system that allows for extremely user-friendly equation editing.

This system was designed so well that virtually all software A supports the L TEX language for writing equations, you can even see this in Wikipedia if you ever view the alternate text for an equation. In addition to a nice user-interface, LYX permits copying and A pasting L TEX equations from any application.

Using Equations
Equations

A L TEX and LYX were designed around the ability to use equations, resulting in a system that allows for extremely user-friendly equation editing.

This system was designed so well that virtually all software A supports the L TEX language for writing equations, you can even see this in Wikipedia if you ever view the alternate text for an equation. In addition to a nice user-interface, LYX permits copying and A pasting L TEX equations from any application.

Advanced Equations
Equations

As an extension of copy-pasting equations, LYX allows the A user to type raw L TEX equations and then convert them into a pretty print view when they press the spacebar. LYX helps the user to learn this language (if they wish) by A informing the user of the L TEX command for an operator whenever they insert it into an equation. This message (along with the keyboard shortcut) is displayed unobtrusively in the status bar at the bottom of the window:

Advanced Equations
Equations

As an extension of copy-pasting equations, LYX allows the A user to type raw L TEX equations and then convert them into a pretty print view when they press the spacebar. LYX helps the user to learn this language (if they wish) by A informing the user of the L TEX command for an operator whenever they insert it into an equation. This message (along with the keyboard shortcut) is displayed unobtrusively in the status bar at the bottom of the window:

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

Note the purple selection box, this indicates that you are within an equation object.

Typesetting Equations
Equations

Note that the purple selection box is now gone, indicating the cursor is no-longer within the object.

Typesetting Equations
Equations

Typesetting Equations
Equations

Note the purple selection box, this indicates that you are within an equation object.

Typesetting Equations
Equations

Note that the purple selection box is now gone, indicating the cursor is no-longer within the object.

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

Typesetting Equations
Equations

(Rendered Document)

List Environments
Lists

A L TEX and LYX have built-in list environments that permit consistently displaying list content throughout the document. A Default bullets and numbering are built into L TEX; however, the user may override these options at their discretion.

Overriding the defaults in LYX is performed in the Document Settings dialog under the Bullets heading (there are numerous built-in bullet styles at your disposal).

List Environments
Lists

A L TEX and LYX have built-in list environments that permit consistently displaying list content throughout the document. A Default bullets and numbering are built into L TEX; however, the user may override these options at their discretion.

Overriding the defaults in LYX is performed in the Document Settings dialog under the Bullets heading (there are numerous built-in bullet styles at your disposal).

List Environments
Lists

A L TEX and LYX have built-in list environments that permit consistently displaying list content throughout the document. A Default bullets and numbering are built into L TEX; however, the user may override these options at their discretion.

Overriding the defaults in LYX is performed in the Document Settings dialog under the Bullets heading (there are numerous built-in bullet styles at your disposal).

Making Lists
Lists

Making Lists
Lists

Making Lists
Lists

Making Lists
Lists

Keeping Track of References


Citing References

A Just like cross-references, L TEX (and LYX) keep track of citations automatically and present the reference using a descriptive user-specied label.

The actual information displayed for the bibliography is stored in a text le called a BIBTEX Database (.bib extension). Most citation software packages and websites support exporting to BIBTEX - including EndNote, JabRef, Mendeley, Papers, and Zotero.

Keeping Track of References


Citing References

A Just like cross-references, L TEX (and LYX) keep track of citations automatically and present the reference using a descriptive user-specied label.

The actual information displayed for the bibliography is stored in a text le called a BIBTEX Database (.bib extension). Most citation software packages and websites support exporting to BIBTEX - including EndNote, JabRef, Mendeley, Papers, and Zotero.

Keeping Track of References


Citing References

A Just like cross-references, L TEX (and LYX) keep track of citations automatically and present the reference using a descriptive user-specied label.

The actual information displayed for the bibliography is stored in a text le called a BIBTEX Database (.bib extension). Most citation software packages and websites support exporting to BIBTEX - including EndNote, JabRef, Mendeley, Papers, and Zotero.

Setting a Database
Citing References

NOTE: With a brand-new document the bibliography must rst be inserted through the menu: Insert List/TOC BibTeX Biliography. . .

Setting a Database
Citing References

Setting a Database
Citing References

Setting a Database
Citing References

Setting a Database
Citing References

NOTE: With most documents you must also set a style, this is usually unsrtnat or authordate1 (the thesis template does this automatically).

Adding a Citation
Citing References

Adding a Citation
Citing References

Adding a Citation
Citing References

Adding a Citation
Citing References

Adding a Citation
Citing References

Adding a Citation
Citing References

Adding a Citation
Citing References

(Rendered Document)

Using Author-Date References


Citing References

Using Author-Date References


Citing References

Using Author-Date References


Citing References

Using Author-Date References


Citing References

Using Author-Date References


Citing References

(Rendered Document)

Conclusion

A LYX allows users without a background in L TEX typesetting to easily write large professional documents.

The unocial CSM thesis template integrates directly into LYX, making writing your thesis just like writing any other document in LYX. This template can be downloaded from the GSA website: http://organizations.mines.edu/gsa/resources.html

Questions?