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Formatting the ETD

You must submit for an initial format review by the format review deadline in your final term and receive format approval before the final submission deadline in your final term. Please read Step 5 on the Completing Your Thesis or Dissertation page for additional details on the format review process.

Use the resources on this page to ensure your electronic thesis or dissertation (ETD) meets UCF's formatting requirements before submitting for a format review.

Formatting Instructions

The Thesis and Dissertation Manual is UCF's official guide for ETD formatting requirements. While the manual outlines the formatting requirements, it does not provide instructions for correctly formatting a thesis or dissertation. The following instruction files and videos demonstrate how to properly format your ETD.

Instruction Files

In order to obtain a properly formatted ETD, students using Microsoft Word need to use the following instruction files or videos. When followed correctly, these resources will ensure your document meets UCF's formatting requirements. The instruction files and videos are intended for use with versions of Microsoft Word 2007 and newer.

Page Numbers, Margins & Orientation 
Headings and Subheadings 
Table of Contents
Figures and Tables
Appendices and References
Conversion to PDF
Equations 
Chapter Numbering (optional)

Instruction Videos 

Play All Videos Figures
Introduction Equations
Frontmatter Appendices
Body Content References
Backmatter Page Numbering
Margins Page Orientation
Page Breaks Table of Contents
Normal Style List of Figures
Headings List of Tables
Precontent Chapter Numbering
Subheading Caption Numbering
Tables Conversion to PDF

Additional Resources

Sample ETD

For a visual reference of a properly formatted ETD, please see the Sample ETD. This bookmarked PDF is designed as a side-by-side reference for ETD formatting. It should only be used for reference purposes, not as a template. For step-by-step instructions on ETD formatting, please see the Formatting Instructions section above.

Thesis and Dissertation Format Review Checklist

Students should use the Thesis and Dissertation Format Review Checklist before submitting their ETD to the Format Review area of the Thesis and Dissertation Services site. This document lists many of the items the College of Graduate Studies Thesis and Dissertation Editor checks for in an official format review.

Formatting Assistance

The Thesis and Dissertation Office can assist with specific technical concerns related to formatting an ETD. Students needing assistance should submit their Microsoft Word document along with a short description of the specific formatting issue to the Format Help area of the Thesis and Dissertation Services site.

LaTex Template

The College of Graduate Studies offers a LaTeX template for your convenience. Students should use this template at their own discretion, as the College of Graduate Studies cannot offer ongoing LaTeX formatting support. Students should seek guidance from their thesis or dissertation committee chair and/or their own department for additional LaTeX guidance, as this will likely be the best source for LaTeX information.

This template is intended to offer a basic outline of the formatting requirements. These files are not guaranteed to be error free or work precisely as written and may require customization. Students are responsible for the formatting their ETD to meet the requirements set forth in the Thesis and Dissertation Manual even if the LaTeX template is used. It is highly suggested that LaTeX users review the Sample ETD and Thesis and Dissertation Format Review Checklist prior to submitting for official review to ensure their file is formatted properly.  

Reference Software

Students wishing to automatically track their references should use RefWorks or Endnotes which are offered by the UCF Library, as the Library can provide support for these programs.

Recommended Technology

 Please note the following technology concerns and exceptions:  

  • Document production with versions of Word earlier than Word 2003 are not recommended
  • Users of Microsoft Word 2007 (for PC) and earlier need the Microsoft Office Add-in: Microsoft Save as PDF or XPS or a similar program to save files in PDF format
  • Users of Microsoft Word 2010 (for PC) and later should be able to convert to PDF without downloading any additional programs
  • Document formatting programs other than Microsoft Word, including open-source products, are not recommended for ETD formatting, as the Thesis and Dissertation Office cannot offer technical support for such programs
  • Students who choose to use programs other than Microsoft Word, including LaTeX, OpenOffice, and others are responsible for providing their own technical support for formatting

Mac Users:

  • Although the location of menus and features in Word for Mac may be in different locations, students should use the above instructions to complete their ETD formatting
  • Mac users will not be able to convert to PDF properly using the Mac platform, as the inks in the Table of Contents and other lists will not function
  • In order to have the proper links within your PDF, you must open your Word file on a PC, reinsert the Table of Contents, List of Figures, and List of Tables, then save as PDF; see the Table of Contents and Conversion to PDF files for details
  • Mac word processing programs, such as "iWork," are not recommended for ETD production

Questions

Questions about formatting requirements can be submitted along with a Microsoft Word file to the Format Help area of the Thesis and Dissertation Services site.

If you have other policy or procedural questions, please contact the thesis and dissertation editor at editor@ucf.edu.

Students are ultimately responsible for the formatting of their thesis or dissertation. However, should additional assistance beyond the services listed above be needed, students can contact the editor for a list of freelance editors and document formatting specialists.


 

 
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