Difference between revisions of "Getting Started with Math"

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OpenOffice.org (OOo) has a component for mathematical equations.  It is most commonly used as an equation editor for text documents, but it can also be used with other types of documents or stand-alone. When used inside Writer, the equation is treated as an object inside the text document.
 
OpenOffice.org (OOo) has a component for mathematical equations.  It is most commonly used as an equation editor for text documents, but it can also be used with other types of documents or stand-alone. When used inside Writer, the equation is treated as an object inside the text document.
  
'''Note:'''' The equation editor is for writing equations in symbolic form (as in equation 1). If you want to evaluate a numeric value, see the Calc Guide.
+
'''Note:''' The equation editor is for writing equations in symbolic form (as in equation 1). If you want to evaluate a numeric value, see the Calc Guide.
  
: inline:Object52.png  ||(1)||
+
: inline:Object52.png  (1)
  
  
Line 12: Line 12:
 
The equation editor opens at the bottom of the screen, and the floating Selection window appears. You will also see a small box (with a gray border) in your document, where the formula will be displayed.
 
The equation editor opens at the bottom of the screen, and the floating Selection window appears. You will also see a small box (with a gray border) in your document, where the formula will be displayed.
  
: inline:Frame1.png  
+
[[Image:EquationEditor.png|Equation Editor]]<br>Equation Editor: Selection window and locations of resulting equation.
  
The equation editor uses a markup language to represent formulas. For example, ''%beta'' creates the Greek character beta ( inline:Object57.png ). This markup is designed to read similar to English whenever possible. For example, ''a over b'' produces a fraction:  inline:Object16.png .
+
The equation editor uses a markup language to represent formulas. For example, ''%beta'' creates the Greek character beta (&beta;). This markup is designed to read similar to English whenever possible. For example, ''a over b'' produces a fraction:  inline:Object16.png .
  
  
Line 30: Line 30:
  
 
== The Selection window ==
 
== The Selection window ==
The simplest method for entering a formula is the Selection window, shown in Figure 2.
+
The simplest method for entering a formula is the Selection window, shown below.
  
::: inline:Frame6.png  
+
[[Image:MathSelection1.png|Selection window]]<br>Symbols are divided into categories.
  
:The Selection window is divided into two main portions.
+
The Selection window is divided into two main portions.
  
** '''The top''' shows the symbol categories. Click on these to change the list of symbols.
+
* '''The top''' shows the symbol categories. Click on these to change the list of symbols.
** '''The bottom''' shows the symbols available in the current category.
+
* '''The bottom''' shows the symbols available in the current category.
{|
+
| ||  '''TIP'''  ||You can hide (or unhide) the Selection window with '''View > Selection'''.||
+
|-
+
|}
+
  
 +
'''Tip:'''  You can hide (or unhide) the Selection window with '''View > Selection'''.
  
== Example 1: ==
 
:For this example we will enter a simple formula: inline:Object1.png On the Selection window:
 
  
## Select the top-left button of the categories (top) section (Figure 3).
+
== Example 1: 5 X 4==
## Click on  the multiplication symbol (shown in Figure 3).
+
For this example we will enter a simple formula: 5 X 4
::: inline:Frame2.png
+
  
:When you select the multiplication symbol on the Selection window, two things happen:
+
On the Selection window:
  
** The equation editor shows the markup: inline:Object59.png
+
# Select the top-left button of the categories (top) section.
** The body of the document shows a gray box with the figure: inline:Object58.png
+
# Click on  the multiplication symbol.
::: inline:Frame3.png
+
  
:The “ <?> " symbols (Figure 4) are placeholders that you can replace by other text. The equation will update automatically, and the result should resemble Figure 5.
+
[[Image:MathSelection2.png|Unary/binary operators]]<br>Unary/binary operators.  
 +
 +
When you select the multiplication symbol on the Selection window, two things happen:
  
::: inline:Frame4.png  
+
* The equation editor shows the markup: ''<?> times <?>''
 +
* The body of the document shows a gray box with the figure: inline:Object58.png  
  
{|
+
[[Image:Multiply1.png|Multiplication]]<br>The multiplication symbol.
| ||  '''TIP'''  ||To keep the equation from updating automatically, select '''View > AutoUpdate display'''. <br/>To update a formula manually, press ''F9'' or select '''View > Update'''.||
+
 
|-
+
The ''<?>'' symbols are placeholders that you can replace by other text. The equation will update automatically, and the result should resemble the figure below.
|}
+
 
 +
[Image:Multiply2.png|Result of multiplication]]<br>Result of entering "5" and "4" next to the "times" operator.
 +
 
 +
'''Tip:'''  To keep the equation from updating automatically, select '''View > AutoUpdate display'''. To update a formula manually, press ''F9'' or select '''View > Update'''.
  
  
 
== Right-click menu ==
 
== Right-click menu ==
:Another way to access mathematical symbols is to right-click on the equation editor. This produces a menu as shown in Figure 6.
+
Another way to access mathematical symbols is to right-click on the equation editor. This produces a menu as shown in Figure 6.
  
::: inline:Frame8.png  
+
[[Image:MathRightClick.png|Right-click menu]]</br>Right-click menu.
  
{|
+
'''Note:'''  The entries in this menu correspond exactly to those in the Selection window.
| ||  '''Note'''  ||The entries in this menu correspond exactly to those in the Selection window.||
+
|-
+
|}
+
  
  
 
== Markup ==
 
== Markup ==
:You can type the markup directly in the equation editor. For example, you can type “5 times 4" to obtain  inline:Object4.png . If you know the markup, this can be the fastest way to enter a formula.
+
You can type the markup directly in the equation editor. For example, you can type “5 times 4" to obtain  inline:Object4.png . If you know the markup, this can be the fastest way to enter a formula.
  
{|
+
'''Tip:'''  As a mnemonic, the formula markup resembles the way the formula reads in English.
| ||  '''TIP'''  ||As a mnemonic, the formula markup resembles the way the formula reads in English.||
+
|-
+
|}
+
  
:Below is a short list of common equations and their corresponding markup.
+
Below is a short list of common equations and their corresponding markup.
  
 
{|
 
{|
Line 105: Line 98:
  
 
== Greek characters ==
 
== Greek characters ==
:Greek characters ( inline:Object5.png , etc) are common in mathematical formulas. ''These characters are not available in the selection box or the right-click menu''. Fortunately, the markup for Greek characters is simple: Type a % sign followed the name of the character, in English.
+
Greek characters ( inline:Object5.png , etc) are common in mathematical formulas. ''These characters are not available in the selection box or the right-click menu''. Fortunately, the markup for Greek characters is simple: Type a % sign followed the name of the character, in English.
  
** To type a ''lowercase'' character, write the name of the character in lowercase.
+
* To type a ''lowercase'' character, write the name of the character in lowercase.
** To type an ''uppercase'' character, write the name of the character in uppercase.
+
* To type an ''uppercase'' character, write the name of the character in uppercase.
:See the table below for some examples:
+
 
 +
See the table below for some examples.
  
 
{|
 
{|
Line 128: Line 122:
 
|}
 
|}
  
:
 
  
{|
+
'''Note:'''  A complete table of Greek characters is included in the [[Writer Guide]].
| ||  '''Note'''  ||A complete table of Greek characters is included in page 23.||
+
|-
+
|}
+
 
+
:
+
  
:Another way to enter Greek characters is by using the catalog window. Go to '''Tools > Catalog'''. The catalog window is shown in Figure 7. Under “Symbol Set" select “Greek" and double-click on a Greek letter from the list.
+
Another way to enter Greek characters is by using the catalog window. Go to '''Tools > Catalog'''. The catalog window is shown below. Under “Symbol Set" select “Greek" and double-click on a Greek letter from the list.
  
::: inline:Frame14.png  
+
[[Image:MathCatalog.png|Catalog]]<br>Catalog, used for entering Greek characters.
  
  
 
== Example 2: ==
 
== Example 2: ==
:For this example we will suppose that:
+
For this example we will suppose that:
  
** We want to enter the above formula (the value of pi rounded to 5 decimal places).
+
* We want to enter the above formula (the value of pi rounded to 5 decimal places).
** We know the name of the Greek character (“pi").
+
* We know the name of the Greek character (“pi").
** But we do not know the markup associated with the  inline:Object14.png  symbol.
+
* But we do not know the markup associated with the  inline:Object14.png  symbol.
:'''Step 1''': Type “%" followed by the text “pi". This displays the Greek character  inline:Object15.png .
+
  
:'''Step 2''': Open the Selection window ('''View > Selection''').
+
'''Step 1''': Type “%" followed by the text “pi". This displays the Greek character  inline:Object15.png .
  
:'''Step 3''': The  inline:Object29.png  symbol is a relation, so we click on the relations button  inline:Graphic8.png . If you hover the mouse over this button you see the tooltip “Relations" (Figure 8).
+
'''Step 2''': Open the Selection window ('''View > Selection''').
  
::: inline:Frame9.png  
+
'''Step 3''': The  inline:Object29.png  symbol is a relation, so we click on the relations button  inline:Graphic8.png . If you hover the mouse over this button you see the tooltip “Relations" (Figure 8).
  
:'''Step 4''': Delete the <?> text and add “3.14159" at the end of the equation. Hence we end up with the markup “ <tt>%pi simeq 3.14159</tt> ". The result is shown in Figure 9.
+
: inline:Frame9.png
  
::: inline:Frame10.png  
+
'''Step 4''': Delete the <?> text and add “3.14159" at the end of the equation. Hence we end up with the markup “ <tt>%pi simeq 3.14159</tt> ". The result is shown in Figure 9.
 +
 
 +
: inline:Frame10.png  
  
  
Line 164: Line 153:
  
 
== Formula editor as a floating window ==
 
== Formula editor as a floating window ==
:As seen in Figure 1, the formula editor can cover a large part of the Writer window. To turn the formula editor into a floating window, do this:
+
As seen in Figure 1, the formula editor can cover a large part of the Writer window. To turn the formula editor into a floating window, do this:
 +
 
 +
# Hover the mouse over the editor frame, as shown in Figure 10.
 +
# Hold down the ''Control'' key and double-click.
  
## Hover the mouse over the editor frame, as shown in Figure 10.
+
: inline:Frame5.png  
## Hold down the ''Control'' key and double-click.
+
::: inline:Frame5.png  
+
  
:Figure 11 shows the result. You can make the floating window back into an embedded frame, using the same steps. Hold down the ''Control''  key and double-click the window frame.
+
Figure 11 shows the result. You can make the floating window back into an embedded frame, using the same steps. Hold down the ''Control''  key and double-click the window frame.
  
::: inline:Frame7.png  
+
: inline:Frame7.png  
  
  
 
== How can I make a formula bigger? ==
 
== How can I make a formula bigger? ==
:This is one of the most common questions people ask about OOoMath. The answer is simple, but not intuitive:
+
This is one of the most common questions people ask about OOoMath. The answer is simple, but not intuitive:
  
## Start the formula editor and go to '''Format > Font size'''.
+
# Start the formula editor and go to '''Format > Font size'''.
::: inline:Frame11.png  
+
: inline:Frame11.png  
  
## Select a larger font size under “Base Size" (top-most entry), as shown in Figure 13.
+
# Select a larger font size under “Base Size" (top-most entry), as shown in Figure 13.
::: inline:Frame12.png  
+
: inline:Frame12.png  
  
:The result of this change is illustrated in Figure 14.
+
The result of this change is illustrated in Figure 14.
  
::: inline:Frame13.png  
+
: inline:Frame13.png  
  
  

Revision as of 11:01, 27 July 2007

Introduction

OpenOffice.org (OOo) has a component for mathematical equations. It is most commonly used as an equation editor for text documents, but it can also be used with other types of documents or stand-alone. When used inside Writer, the equation is treated as an object inside the text document.

Note: The equation editor is for writing equations in symbolic form (as in equation 1). If you want to evaluate a numeric value, see the Calc Guide.

inline:Object52.png (1)


Getting started

To insert an equation, go to Insert > Object > Formula.

The equation editor opens at the bottom of the screen, and the floating Selection window appears. You will also see a small box (with a gray border) in your document, where the formula will be displayed.

Equation Editor
Equation Editor: Selection window and locations of resulting equation.

The equation editor uses a markup language to represent formulas. For example, %beta creates the Greek character beta (β). This markup is designed to read similar to English whenever possible. For example, a over b produces a fraction: inline:Object16.png .


Entering a formula

There are three ways to enter a formula:

  • Select a symbol from the Selection window.
  • Right-click on the equation editor and select the symbol from the context menu.
  • Type markup in the equation editor.

The context menu and the Selection window insert the markup corresponding to a symbol. Incidentally, this provides a convenient way to learn the OOoMath markup.

Note: Click on the document body to exit the formula editor.
Double-click on a formula to enter the formula editor again.


The Selection window

The simplest method for entering a formula is the Selection window, shown below.

Selection window
Symbols are divided into categories.

The Selection window is divided into two main portions.

  • The top shows the symbol categories. Click on these to change the list of symbols.
  • The bottom shows the symbols available in the current category.

Tip: You can hide (or unhide) the Selection window with View > Selection.


Example 1: 5 X 4

For this example we will enter a simple formula: 5 X 4

On the Selection window:

  1. Select the top-left button of the categories (top) section.
  2. Click on the multiplication symbol.

Unary/binary operators
Unary/binary operators.

When you select the multiplication symbol on the Selection window, two things happen:

  • The equation editor shows the markup: <?> times <?>
  • The body of the document shows a gray box with the figure: inline:Object58.png

Multiplication
The multiplication symbol.

The <?> symbols are placeholders that you can replace by other text. The equation will update automatically, and the result should resemble the figure below.

[Image:Multiply2.png|Result of multiplication]]
Result of entering "5" and "4" next to the "times" operator.

Tip: To keep the equation from updating automatically, select View > AutoUpdate display. To update a formula manually, press F9 or select View > Update.


Right-click menu

Another way to access mathematical symbols is to right-click on the equation editor. This produces a menu as shown in Figure 6.

Right-click menu</br>Right-click menu.

Note: The entries in this menu correspond exactly to those in the Selection window.


Markup

You can type the markup directly in the equation editor. For example, you can type “5 times 4" to obtain inline:Object4.png . If you know the markup, this can be the fastest way to enter a formula.

Tip: As a mnemonic, the formula markup resembles the way the formula reads in English.

Below is a short list of common equations and their corresponding markup.

Display Command Display Command
inline:Object17.png a = b inline:Object27.png sqrt {a}
inline:Object18.png a^2 inline:Object19.png a_n
inline:Object23.png int f(x) dx inline:Object20.png sum a_n
inline:Object25.png a <= b inline:Object26.png infinity
inline:Object51.png a times b inline:Object53.png x cdot y


Greek characters

Greek characters ( inline:Object5.png , etc) are common in mathematical formulas. These characters are not available in the selection box or the right-click menu. Fortunately, the markup for Greek characters is simple: Type a % sign followed the name of the character, in English.

  • To type a lowercase character, write the name of the character in lowercase.
  • To type an uppercase character, write the name of the character in uppercase.

See the table below for some examples.

Lowercase Uppercase
%alpha inline:Object6.png %ALPHA inline:Object10.png
%beta inline:Object7.png %BETA inline:Object11.png
%gamma inline:Object8.png %GAMMA inline:Object12.png
%psi inline:Object9.png %PSI inline:Object13.png
%phi inline:Object3.png %PHI inline:Object31.png
%theta inline:Object32.png %THETA inline:Object33.png


Note: A complete table of Greek characters is included in the Writer Guide.

Another way to enter Greek characters is by using the catalog window. Go to Tools > Catalog. The catalog window is shown below. Under “Symbol Set" select “Greek" and double-click on a Greek letter from the list.

Catalog
Catalog, used for entering Greek characters.


Example 2:

For this example we will suppose that:

  • We want to enter the above formula (the value of pi rounded to 5 decimal places).
  • We know the name of the Greek character (“pi").
  • But we do not know the markup associated with the inline:Object14.png symbol.

Step 1: Type “%" followed by the text “pi". This displays the Greek character inline:Object15.png .

Step 2: Open the Selection window (View > Selection).

Step 3: The inline:Object29.png symbol is a relation, so we click on the relations button inline:Graphic8.png . If you hover the mouse over this button you see the tooltip “Relations" (Figure 8).

inline:Frame9.png

Step 4: Delete the <?> text and add “3.14159" at the end of the equation. Hence we end up with the markup “ %pi simeq 3.14159 ". The result is shown in Figure 9.

inline:Frame10.png


Customizations

Formula editor as a floating window

As seen in Figure 1, the formula editor can cover a large part of the Writer window. To turn the formula editor into a floating window, do this:

  1. Hover the mouse over the editor frame, as shown in Figure 10.
  2. Hold down the Control key and double-click.
inline:Frame5.png

Figure 11 shows the result. You can make the floating window back into an embedded frame, using the same steps. Hold down the Control key and double-click the window frame.

inline:Frame7.png


How can I make a formula bigger?

This is one of the most common questions people ask about OOoMath. The answer is simple, but not intuitive:

  1. Start the formula editor and go to Format > Font size.
inline:Frame11.png
  1. Select a larger font size under “Base Size" (top-most entry), as shown in Figure 13.
inline:Frame12.png

The result of this change is illustrated in Figure 14.

inline:Frame13.png


Formula layout

The most difficult part of using OOoMath comes when writing complicated equations. This section provides some advice about writing complex formulas.


Brackets are your friends

OOoMath knows nothing about order of operation. You must use brackets to state order of operations explicitly. Consider the following example:
Markup Result
2 over x + 1 inline:Object34.png
2 over {x + 1} inline:Object35.png


Equations over more than one line

Suppose you want to type an equation covering more than one line. For example: inline:Object36.png
Your first reaction would be to simply press the Enter key. However, if you press the Enter key, though the markup goes to a new line, the resulting equation does not. You must type the newline command explicitly. This is illustrated in the table below.
Markup Result
x = 3
y = 1
inline:Object37.png
x = 3 newline
y = 1
inline:Object38.png


Common problem areas

How do I add limits to my sum/integral?

The “sum" and “int" commands can (optionally) take in the parameters “from" and “to". These are used for lower and upper limits respectively. These parameters can be used singly or together. Limits for integrals are usually treated as subscripts and superscripts.
Markup Result
sum from k = 1 to n a_k
inline:Object21.png
int from 0 to x f(t) dt
or
int_0^x f(t) dt
inline:Object22.png or inline:Object267.png
int from Re f inline:Object24.png
sum to infinity 2^{-n} inline:Object28.png


Note For more details on integrals and sums, see the table on page 17.


Brackets with matrices look ugly!

For background, we start with an overview of the matrix command:
Markup Result
matrix { a # b ## c # d } inline:Object69.png
Note Rows are separated by two #'s and entries within each row are separated by one #.
The first problem people have with matrices is that brackets do not “scale" with the matrix:
Markup Result
( matrix { a # b ## c # d } ) inline:Object217.png
OOoMath provides “scalable" brackets. That is, the brackets grow in size to match the size of their contents. Use the commands left( and right) to make scalable brackets.
Markup Result
left( matrix { a # b ## c # d } right) inline:Object218.png


TIP Use left[ and right] to obtain square brackets.


How do I make a derivative?

Making derivatives essentially comes down to one trick: Tell OOo it's a fraction.
In other words, you have to use the “over" command. Combine this with either the letter “d" (for a total derivative) or the “partial" command (for a partial derivative) to achieve the effect of a derivative.
Markup Result
{df} over {dx} inline:Object219.png
{partial f} over {partial y} inline:Object264.png
{partial^2 f} over {partial t^2} inline:Object265.png


Note Notice that we had to use squiggly brackets to make the derivative.


Numbering equations

Equation numbering is one of OOoMath's best hidden features. The steps are simple, but obscure:
    1. Start a new line.
    2. Type “fn" and then press F3.

The “fn" is replaced by a numbered formula:

inline:Objekt4.png (2)

Now you can double-click on the formula to edit it. For example, here is the Riemann Zeta function:

inline:Object266.png (3)

You can reference an equation (“as shown in Equation (2)") with these steps:

    1. Insert > Cross-reference..
    2. Click on the References tab (Figure 15).
    3. Under Type, select Text.
    4. Under Selection, pick the equation number.
    5. Under Format, choose Reference.
    6. Click Insert.

Done! If you later add more equations to the paper before the referenced equation, all the equations will automatically renumber and the cross-references will update.

inline:Frame15.png 
TIP To insert the equation number without parenthesis around it, choose Numbering under Format instead of Reference.
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