Chapter 1. Getting to Know Your New Tablet

If you’re like me, when you get a new electronic gadget, you open it up and start using it right away, casting aside any instructions or tutorials until something doesn’t seem to work or is too convoluted to figure out after an hour of tinkering. I recommend you put off this urge for just a few minutes with your new tablet. The built-in tutorials provide some practice with the pen that will greatly improve your first impressions of your new machine. Once you have some fundamentals down, you can experiment to your heart’s content. There are also quite a few customizations you might try that can make your tablet easier to use.

So What About This Pen?

There are really two things to learn about the tablet pen. The first is what you can and cannot do with it and the second is how you actually use it. There are basically five things you can do with the pen and different situations in which you can do them.

  • Use your pen instead of a mouse

    The pen can be used instead of a mouse at any time in any application in which you could use a regular mouse. The pen can provide both left and right mouse button actions.

  • Use your pen in lieu of a keyboard as a text input device

    The pen can be used to input text at any time in any application in which you could use a regular keyboard. The pen accomplishes this using Tablet PC Input Panel.

  • Create ink that becomes a static image

    Some applications accept pen inputs and convert them into images. The images can be inserted into documents or attached to e-mail messages.

  • Create ink that becomes both a static image and converted text

    Some applications can contain the image of the ink you created and the text recognized from the handwriting. For example, Microsoft Word 2002 with the Microsoft Office XP Pack for Tablet PC allows you to insert your handwriting into a document and shows you the results of converting the handwriting to text.

  • Create rich ink

    Currently, only a few applications have this highest level of pen integration, but many more are in development. In this case, you can edit, format, and even search the ink you created.

    Glossary

    Ink is a term for the pen strokes you create on the tablet screen. These strokes are not recorded as images. Instead, they’re represented by equations describing the relative sizes, angles, and directions of the lines. In different situations, your ink might be converted to text, converted to an image, or saved in its original format.

Using the Tablet Tutorials

When you power up your new tablet for the first time, you’ll see the Welcome To Tablet Computing tutorial, shown in Figure 1-1, designed to give you the basics of using your tablet’s unique features. Take a few minutes to go through at least the first six screens, which give you practice using the pen in place of a mouse. Without this practice, your first hour with your tablet will be very frustrating. After the practice section, the next seven screens give you an overview of inputting text using the pen, but there are no opportunities to practice and subsequent tutorials do a much more thorough job on this anyway. Skim through them if you wish, and quit the program. We will cover using the pen to input text in depth in Chapter 2. The most important thing to practice now is using your pen in place of a mouse, particularly pointing the cursor, single-tapping, double-tapping, and right-tapping.

The Welcome To Tablet Computing tutorial should be done with your screen in portrait orientation (longer than it is wide) and with the pen as primary input. If your tablet does not have an attached keyboard, it should start up this way. If your tablet can also function as a laptop, it will probably start in landscape screen orientation and with the keyboard and touch pad accessible for input.

The exact process to stow or remove your keyboard and otherwise reconfigure your tablet varies, so you’ll need to check your owner’s manual. Switching the screen orientation is part of Windows XP Tablet PC Edition and can be done three different ways. Switching the screen is something you might do several times during the day, so you should understand all three.

Tip

Change Tablet And Pen Settings also lets you quickly toggle the speaker on and off (handy if you don’t want to bother your neighbor on the airplane) and turn the screen off to save battery power. The Properties item takes you directly to the Tablet And Pen settings control panel.

Until using your pen instead of a mouse is second nature, you can’t really enjoy your tablet. One fundamental skill is moving the cursor. The pen should not make contact with the screen if you only want to move the cursor. In fact, as soon as the pen gets close enough to the screen, the cursor will jump to the pen’s position, so you rarely need to move the cursor around the screen as you did with a mouse. Just to get a feel for the pen, though, try moving the cursor to various items on the screen, such as the Start menu, and hovering in place until the ToolTip comment appears.

When the pen does make contact with the screen, that is the equivalent of a click with the left mouse button, so you must make contact to tap (click) or drag. The key to a good tap or drag is tapping hard enough for the screen to register the contact but not pressing down excessively. This comes quickly with a little hands-on experience. As you practice, here are some tips for successful mousing with a pen and the logic behind them.

Tip

If you’re having continued trouble getting your pen to work and you already tried tapping harder, try holding the pen more upright. This will improve the alignment between the pen tip and the cursor. Sometimes, when the pen is at a serious angle, the cursor is off to one side, almost as if it is a “shadow” cast by the pen. Also, the tip of the pen must compress slightly to send a signal. If the pen is held at too much of an angle, the tip will slide over the screen rather than compress.

Using a Pen for Right-Click and Right-Drag

Research shows only about 30% of Windows users ever use their right mouse button. This is too bad, since a right-click gives you instant access to context-sensitive shortcut menus full of useful commands. On a tablet, these menus save perhaps even more time and effort, so you should definitely know how to right-tap and right-drag. To get a good right-tap, hold the pen down longer until the right-tap icon appears and then lift the pen completely off the screen. Next highlight the desired item on the shortcut menu while hovering. Finally, tap the selected menu item.

Pens with a button for a right-tap make the process quicker and easier. To right-tap with a pen button, hold the pen button down before you make contact with the screen, tap the point where you want to right-tap, and lift the pen back off the screen before releasing the pen button. The right-tap menu will appear where you tapped. The pen button is also the only easy way to right-drag on a tablet, such as you might do when you wanted to move a file from one folder to another rather than copying it. To right-drag, hold the pen button down before you make contact with the screen, press down and drag the item you want to move. Lift the pen off the screen before you release the pen button, and the shortcut menu will appear over the icon you just dragged. The disadvantage to using the pen button is that if you move the pen laterally too much as you right tap, you can accidentally right-drag and get the wrong shortcut menu. If this happens, tap anywhere on the screen other than the menu. If it happens to you often, try changing the pen tolerances in the Tablet And Pen Settings control panel.

The Welcome To Tablet Computing tutorial only launches the first time you use your tablet. There are four more built-in tutorials that provide an overview of tablet computing and introductions to Input Panel, Windows Journal, and Speech input. The tutorial home, shown in Figure 1-4, will appear every time you start up your tablet until you tell them to go away by checking Do Not Show Me This Again. If you want to run the tutorials after you check this box, go to the Start menu, tap All Programs, tap the Tablet PC folder, and tap Tablet PC Tutorials. We will cover Input Panel and Speech input in Chapter 2 and explore Windows Journal in Chapter 3 through Chapter 5. Some basic use of Input Panel is necessary to simply get going on the tablet, so, if you haven’t done so already, view the video portions of Tablet PC Tutorial and Tablet PC Input Panel Tutorial. Ideally, do the exercises as well.

The key items to take away from these tutorials are:

  • Use your pen instead of a mouse.

  • Use Input Panel on a tablet where you would have used a keyboard to enter text on a standard computer. You may use script or printing, but use upper and lower case and write using the line as a guide.

  • Open Input Panel using the icon on the taskbar. Close it when you’re not using it if you need more screen space.

  • Tap once in the spot you want the type to appear before you start writing in Input Panel.

  • To enter text using your handwriting, tap the Writing Pad tab on the lower left of Input Panel. Correct the text using the onscreen keys to the right of the writing area for cursor control and deleting mistakes.

  • If you get frustrated with the writing pad, switch to the Input Panel keyboard by tapping the Keyboard tab on the lower left of Input Panel.

That’s enough to give you rudimentary text input with the pen. If you just can’t wait to find out more, go ahead and skip to Chapter 2 and come back here once you’re an Input Panel expert. If you want to put off using Input Panel entirely for a while and you have a USB keyboard, simply plug it into tablet and use a standard keyboard instead.

Power Management

Power management issues are technically no different on the tablet than on any laptop. If there is a difference, it’s simply that you’re more likely to use the tablet on battery power and for longer periods of time. Here are some of the most useful ways for getting your batteries to last the longest. For a detailed discussion of power management under Windows XP, see Chapter 9, “Configuring Shutdown and Power Management Options” in the book, Microsoft Windows XP Inside Out (Microsoft Press: 2001).

Setting Power Options

The default power options settings for the tablet are a compromise between decent power savings and making your tablet behave similarly to a desktop or laptop computer. If you’re willing to adjust these settings in the Power Options control panel, you can often squeeze an extra 15 to 30 minutes out of your battery life. Open the Power Options control panel by right-tapping on the Power/Battery icon in the notification area and selecting Adjust Power Properties or by using Control Panel. The control panel opens with the Power Schemes tab visible, as shown in Figure 1-5, which lets you set time of inactivity before the tablet invokes any of four power-saving actions:

  • Turn off monitor

    On the tablet, the screen (monitor) backlight eats 40% of the power. Turning it off when you aren’t using it is the single biggest power saver there is.

  • Turn off hard disks

    The motors that spin your hard disk also use a sizable percentage of the power. Usually it’s best to stop them when they’re not needed. The only exception is if you’re reading or writing large files (such as video or music) off the hard drive every few minutes. The power used to start the drive spinning is equal to the consumption during several minutes of steady operation.

  • System standby

    Standby turns off the monitor, hard drive, and main processing functions of the tablet and consumes very little power. By design, all tablets must be able to resume from standby to full operation in 2 seconds or less, so having your tablet go in and out of standby often is no big deal.

  • System hibernates

    Hibernation involves actually saving the contents of memory to the disk and shutting down. Once in hibernation, the tablet consumes no power, but it can take a minute or more to resume normal operation. When the tablet comes out of hibernation, all applications and any unsaved work are available, exactly as you left them.

Note

Hibernation must be enabled on the Hibernate tab to appear as an option.

These power-conservation behaviors are organized for different situations. For example, you can make sure the screen normally turns off after one minute of inactivity but doesn’t go blank at all when you are giving a presentation on battery power. There are quite a few power schemes by default, but none geared specifically for a tablet. Figure 1-5 shows custom settings for my tablet, in which the screen goes off after one minute and standby happens after three when running on batteries. Because the screen comes alive as soon as the pen gets near it, I hardly notice whether it’s on or off, so I want it to happen as soon as possible. I set standby to a wait long enough that I can pause while working for a moment, but short enough that I don’t waste power if I sit and think. Hibernate is set to one hour because I don’t want the tablet to hibernate while I’m working, even during a long break, but I do want it to hibernate if I forget to turn it off. Notice that the settings are different for when I am plugged in and presumably working at my desk. The tablet switches between these two sets automatically when you plug into a power outlet and when you unplug again.

The Alarms tab and the Advanced tab are two other tabs in the Power Options control panel worth checking. The Alarms tab determines the actions taken at low and at critically low battery levels. Usually the defaults are fine, but you can adjust how much warning you get before you run out of power. You should ensure that when the tablet reaches a critical battery level, it either hibernates or shuts down to prevent you from losing your work. The Advanced tab has a check box for prompting for a password when resuming operation from standby. If you use standby often, uncheck this box. There is little point in a super-fast resume from standby if you must enter a password each time. Use the tablet security button to password-protect your tablet if you step away for a moment.

Here are a few other items that help prolong battery life:

Perhaps more than any other computer, tablets are very personalized machines. Throughout the book, I’ll offer suggestions for getting the most out of specific applications, but here are a few global suggestions that may help you use your tablet more effectively. All of these items are matters of personal choice. Try them out and keep the ones that work best for you.

Navigating hierarchical menus such as the Start menu with a pen is a bit slower than navigating with a mouse, since you must lift the pen after each tap to see the next submenu. Customizing the Start menu using the Taskbar And Start Menu control panel can help by putting the most common items only two taps away. The control panel also provides some advanced options for adding recently used documents and favorites to the Start menu. Open the Taskbar And Start Menu control panel by right-tapping on the taskbar and selecting Properties or by using Control Panel. Tap the Start Menu tab, and tap Customize. The dialog box shown in Figure 1-8 appears with three basic options.

Tip

When using the Start menu, tap to open each submenu rather than hovering and waiting for the menu to expand on its own.

While you should definitely set up your tablet in the way that is most comfortable to you, there are a few things you might want to do a bit differently because of the differences between pen input and a conventional mouse and to conserve space. To adjust any of these settings, right-tap anywhere in the taskbar and select Properties from the shortcut menu or open the Start Menu And Taskbar control panel.

This idea is a bit more radical, but I think it is well worth trying. Consider moving the taskbar to the top or side of the screen, instead of to the bottom, as shown in Figure 1-9. For right-handed pen users, reaching down to the bottom left of the screen for the taskbar Start button is somewhat awkward and when the Start menu pops up, you must lift your hand to see the menu items and then tap again. If you are drilling down through several folders, then you must do this several times. For left-handed users, the menu is visible, but the motion is even more awkward. Moving the taskbar to the top or side of the screen puts the Start button close to your resting hand and keeps the menus in view. While it might take a little getting used to, it’s one of the most useful configuration changes you can make when using your tablet.

To move the taskbar, you must first ensure it is not locked. Right-tap in an area that does not contain any icons, and look at the shortcut menu. If there is a check next to Lock The Taskbar, select Lock The Taskbar and tap. The check will disappear. If the taskbar is already unlocked, tap anywhere outside the shortcut menu and it will close. Next tap an area that does not contain any icons, and drag the taskbar to the top or side of the screen. If you try the side, use the same side as your dominant hand. Nothing happens until the cursor gets close to the side of the screen, and then the taskbar will jump to the new position.

If you try the side position, the taskbar will be fairly wide. To make it narrower, hover your pen near the border between the taskbar and the rest of the desktop and adjust the position until you see a double-headed arrow. Drag the border of the taskbar towards the edge of the screen until it is the width you want. The word Start will disappear off the Start button, but the menu will still work. Horizontal space on the tablet is precious, so if you use a side taskbar, you want to make it as narrow as is comfortable. Losing horizontal space is the biggest drawback of the side taskbar, but the length of it allows you to see many Quick Launch bar icons for easy program launching and many open documents all at once. Having the taskbar on the top keeps the full screen width available for your applications and is a little easier to get used to. Try each setting for a few days and see how well they work for you.

One other potential drawback is that when you switch to landscape view, as will happen when you work in laptop mode or when connected to an external monitor and keyboard, the taskbar will still be on the top or side. You can either move it back to the bottom of the screen when you switch to landscape mode or keep it in the new position and see what you think. I like the side taskbar in landscape mode because the documents I work on are longer than they are wide, and I have lots of unused real estate on the sides of my monitor anyway. Having the taskbar on the side gives you maximum vertical space while giving full access to all the taskbar features—and without the need for auto hide.

You might want to use your tablet for a while before you change the default pen options, but taking a little time to customize your tablet and pen settings is well worth the effort. Not only will you get better results while using your pen, you will have a better idea how the tablet interprets and responds to your pen inputs. You will probably need to come back a few times to get your settings just right.

Open the Tablet And Pen Settings control panel from the Printers And Other Hardware group or by selecting Properties from Change Tablet And Pen Settings in the notification area. The control panel opens with the Settings tab selected as shown in Figure 1-10. The Settings tab has a calibration tool to calibrate the accuracy of your pen. The calibration tool is a bit limited in that it samples only four points on the screen, but it’s still the best way to make the cursor move where you want it to using the pen. To begin the calibration process, tap the Calibrate button. Calibrate the screen for both landscape and portrait orientations. When you calibrate, keep your head in the same position it is in when you use your tablet. The whole point of calibration is to adjust for your personal perspective between pen and screen. Use your tablet for a while to see how well the pen directs the cursor, allowing for a bit of lag time between them. If the cursor isn’t following the pen well over the entire screen, try holding your pen more upright. If the cursor seems to be following the pen fine over most of the screen, but has a problem area, try adjusting the calibration again. The Settings tab also controls the “handedness” of your tablet, but that should have been set when you went through the Welcome To Tablet Computing tutorial. The handedness determines both the way the tablet interprets certain characters in Input Panel and on which side of the cursor menus appear.

We already looked at the display settings in Figure 1-2. The Display tab also lets you set the screen brightness for when the tablet is plugged in and when it is operating on batteries. While it is true that the screen brightness affects battery life, in practice you must manually adjust your screen brightness on a tablet as you move from office to conference room to outdoors to adjust for different lighting, so the setting here is fairly irrelevant.

Hardware Buttons

The Tablet Buttons tab, shown in Figure 1-11, lets you configure your hardware buttons to perform many different actions or to enter common keyboard commands. The default settings for these buttons are probably fine for most users, but you might wish to customize them for your own needs. Figure 1-11 shows a custom set I used for writing this book. Two of the buttons are set to quickly take screen shots for this book and another is set to turn the screen off manually. Having one-button control of the screen allowed me to turn it off and save power during interviews with the Tablet PC team without looking down. Notice that the hardware buttons on this tablet included a function button, similar to a Shift key, that allowed defining two actions for each hardware button.

By default, hardware buttons are the same for all screen orientations, but they can be set for different functions depending on the screen orientation. Customizing the buttons for common commands such as Up, Down, and Enter is useful when in tablet mode, but these are not needed if your keyboard is available, as it often is in primary landscape mode. You can change the functions of these buttons so that when you are in landscape mode, they launch often-used programs or let you easily perform common actions, such as skipping to the next track on your music CD. To create a custom hardware button set for a particular orientation, first select the orientation you want from the drop-down list in the top half of the Tablet Buttons tab of the Tablet And Pen Settings control panel. Next select the hardware button you want to change and tap Change. Select the command you want for that hardware button from the drop-down list as shown in Figure 1-12, and tap OK. To set a hardware button so that it will enter a keyboard command, such as Delete, choose Press A Key Or Key Combination and enter the key combination using the on-screen keyboard. You might also select any application on your computer so that it launches with the touch of a hardware button. Usually icons on the Quick Launch bar are a better option for easily opening programs.

The Pen Options tab allows you to customize the pen behavior to match your expectations and is helpful if you aren’t getting a good right-tap. First-time tablet users are often frustrated when they accidentally press the pen button and get shortcut menus where they don’t expect them. You can disable the pen button by unchecking the Use Pen Button To Right-Click check box shown in Figure 1-13.

You will still be able to right-click by using the pen to press and hold, but you will no longer be able to right-drag. Unless you use right-drag often, this is a helpful change for many people. By default, the wait for a shortcut menu when you press and hold is annoyingly long and, because you must lift your pen to see the menu, it sometimes disappears before you can find and tap your selection. To adjust these properties, select the Press And Hold pen action and tap the Settings button. Adjust the sliders so that the right-click mode activation is shorter and the press and hold duration is longer as shown in Figure 1-14. You can test your settings on the light bulb animation but trying the new settings in the programs you use most is more telling. If you like the pen button and want to disable press and hold, uncheck the Enable Press And Hold For Right-Click check box in the Press And Hold Settings dialog box.

The Pen Options tab also allows you to adjust your double-tap speed and spatial tolerance for double-tapping and point and hover used to get ToolTips to appear. The Double-Tap Settings dialog box is shown in Figure 1-15. Spatial tolerance determines how much your pen can move around in a confined area and still register as staying in one place. If you have the hands of a surgeon, then you can use a small spatial tolerance because your hand will tap twice in almost exactly the same spot. If you have had one too many cups of coffee, then you will need a large spatial tolerance. The only disadvantage to a large spatial tolerance is that you might double-tap when you didn’t mean to. If you are having problems with your double-tap, the most likely cause is that your second tap wasn’t firm enough for the pen to sense. Think “woodpecker,” and try double-tapping again. If that isn’t the issue, you can increase your double-tap spatial tolerance and play with the double-tap speed. Test effects of different settings on the animated door until you can make it open and close with 100% accuracy. If your ToolTip menus keep disappearing before you can read them, increasing the spatial tolerance should correct the problem.