Chapter 3. Learning Mac OS X Basics

This chapter introduces Mac OS X and key features such as the desktop, Finder, Dock, and Spotlight. You’ll learn how to use menus, buttons, and accessibility features that make it easier to use your computer, as well as how to work with applications and windows.

About the Desktop

The desktop is the background area of your screen. It can display icons for hard disks, CDs, and any servers connected to your computer. You can also store files and folders directly on your desktop for quick access. Using System Preferences, you can customize the appearance of your desktop and choose the types of items shown on the desktop.

Navigating the desktop

The desktop shows icons for everything it contains, such as your hard disk, folders, documents, and image files. When you open a folder on the desktop, a new Finder window opens automatically.

To navigate the desktop:

About the Finder

The Finder is the program that manages your files, applications, disks, network connections, and devices such as printers. The Finder is always on when your computer is running, though it may be in the background if you’re using another program such as Mail. To display a Finder window, click the Finder icon in the Dock (it’s always the first icon in the Dock).

A screen shot of a Finder window titled \

The top-left corner of a Finder window contains three colored buttons used to close the window, send the window to the Dock (minimize), or change the window to its previous size (zoom). Under the buttons, along the top of the window, is a toolbar used to navigate, change the view, find items, and perform other actions. Below the toolbar, the window is split into two sections called the “sidebar” and the “view browser.”

Toolbar buttons and search field
Sidebar and view browser

Navigating the Finder

Finder windows display the items on your computer. You use VoiceOver commands or gestures to open and navigate Finder windows. You can use Finder shortcuts to work with selected files and folders.

Note:The instructions below assume that cursor tracking is on, and the VoiceOver cursor and keyboard focus are tracking each other.

To open a Finder window:
To navigate a Finder window:
  1. In a Finder window, press VO-Right Arrow or VO-Left Arrow to move through the window until you hear “toolbar.” Interact with the toolbar.
  2. Press VO-Right Arrow until you hear “view radio group” and then interact with that control. Press VO-Right Arrow key until you hear the view you want to use.

    You can choose from icon, list, column, or Cover Flow view. In Cover Flow view, the browser is split horizontally into two sections. The top section is a graphical view of each item, such as folder icons or a preview of the first page of a document. The bottom section is a list view of the items.

  3. When you have selected a view, stop interacting with the view radio group and the toolbar, and then press VO-Right Arrow to move through the window until you hear “sidebar.”
  4. To move down the list of items in the sidebar, press VO-Down Arrow. When you hear the item you want, jump to it in the view browser; you can interact with it.

    To jump, press VO-J. If you’re using VoiceOver gestures, keep a finger on the trackpad and press the Control key.

  5. Move to and select the item you want to open, using the method for the view you’re in:
  6. Icon view: Use the arrow keys to move to the item you want.

    List view: To move down the list rows, press VO-Down Arrow. To expand and collapse a folder, press VO-\. To move the VoiceOver cursor across a row and hear information about an item, press VO-Right Arrow. Or press VO-R to hear the entire row read at once.

    Column view: To move down the list until you find the folder or file you want, use the Down Arrow key. To move into subfolders, press the Right Arrow key.

    Cover Flow view: To flip through the items in the top section and move automatically through the corresponding list rows in the bottom section, press the Left Arrow or Right Arrow key.

  7. When you find the file or folder you want to open, use the Finder shortcut Command-O or Command-Down Arrow to open it.

    VoiceOver announces when you have selected an alias or a file or folder you don’t have permission to open.

To use Finder shortcuts:

You can use Finder shortcuts to work with selected files or folders.

To set a default view for new Finder windows, choose Finder > Preferences, click General, and then select a view from the pop-up menu.

You can temporarily hide the toolbar and sidebar in a Finder window to make it easier to navigate. To hide or show the toolbar and sidebar, click the button in the upper-right corner of the window.

About the Dock

You use the Dock to open applications, documents, folders, and more. By default, it appears across the bottom of the screen.

The Dock comes with icons for some applications, such as Mail and iTunes; you can add others. When you minimize a window or open an application that isn’t in the Dock, its icon appears in the Dock.

Each item in the Dock has a shortcut menu that gives you quick access to commands for that item. The shortcut menu also contains the commands “Remove from Dock” for icons that have been placed there permanently, and “Keep in Dock” for applications that are open but whose icons are only there temporarily.

You can customize the Dock by changing its magnification, repositioning it, and more. To change Dock preferences, choose Apple menu > Dock.

Using the Dock

Use the Dock to open applications, documents, folders, or stacks.

To navigate the Dock:
To use items in the Dock:
To exit the Dock:

Press the Escape key. If you’re using VoiceOver gestures, scrub back and forth with two fingers on the trackpad.

To know where the Dock is positioned on the screen, press VO-M to go to the Apple menu. Press VO-Down Arrow to move down the menu until you hear “Dock submenu” and then press VO-Right Arrow. Press VO-Down Arrow to move down the Dock menu until you hear the location of the Dock, such as “Checkmark Position on Bottom.”

When hiding is turned on, the Dock is hidden from view until the mouse pointer is over the area where it usually appears (such as the bottom). To make the Dock visible again without moving the mouse pointer, press VO-D.

About menus and the menu bar

The menu bar at the top of the screen contains the Apple menu, application menus, status menus, and the Spotlight menu.

In Apple’s online Help system, the right angle bracket, or greater symbol, is used to describe a sequence of commands or other items in a menu. For example, to open a new Finder window, you open the File menu and choose New. This is written in instructions as “Choose File > New” and spoken by VoiceOver as “Choose File greater New” or “Choose File greater than New.” If a command or item is contained in submenus, you hear a series of greater or greater than symbols.

Hearing alternative functions for menu items

You can learn whether a menu item uses modifier keys (such as the Control or Command keys) to provide alternative functions.

To hear if an item has alternative functions:
  1. Move the VoiceOver cursor to a menu command.
  2. Press a modifier key and listen.

    If an alternative function exists when that modifier is used, VoiceOver speaks it.

As you move from one item to another, VoiceOver clears the modifier key you pressed and speaks the default function for the item.

About files and folders

Most of the information in your computer is stored in files. Files include documents, images, applications, and so on. Folders are simply a collection of files. Each file or folder is represented by an icon with its name below or to the right of the icon. You can select the text in the file’s name to change it, and you can copy, move, and delete files on your computer.

Your computer comes with some folders already set up, but you can create and delete your own folders to organize your information. Most folders and files you create are stored in a home folder with your user account name. If you have multiple user accounts on your computer, each user account has its own home folder.

You click once on a file or folder icon to select it and twice to open it. Clicking twice quickly is called “double-clicking.” If you double-click an application icon, you start the application and a window for the application opens. If you double-click a file created by an application, you automatically open the application (if it wasn’t open already) and open the file. For example, if you double-click a TextEdit file on the desktop, TextEdit starts up and its icon appears in the Dock. At the same time, the document opens on the desktop.

If you can’t use a mouse to select and click, you can use VoiceOver commands instead.

Copying folders and files

You can copy a file or folder to another location using the Copy and Paste commands in Finder. Copying doesn’t remove the original from its original location.

Note:The instructions below assume that cursor tracking is on, and the VoiceOver cursor and keyboard focus are tracking each other.

To copy an item to another location:
  1. Open a Finder window and move to the item you want to copy.
  2. To copy the item, press Command-C.
  3. Move to the folder where you want to paste the item.

    Don’t open the folder; the VoiceOver cursor should be on the folder.

  4. To paste the item, press Command-V.

About System Preferences

You use System Preferences to customize your computer and choose essential system settings, such as your network configuration and Internet access. System Preferences is located in the Apple menu and has an icon in the Dock.

You can find settings to improve accessibility in these preferences:

The easiest way to learn about the many options in System Preferences is to explore the different preference panes. Some preferences have multiple panes you access by clicking the tab buttons. Network preferences even has an “Assist me” button to help you troubleshoot connection problems.

About Spotlight

You can use Spotlight to easily find content on your computer. Spotlight is extraordinarily useful for VoiceOver users. In many cases, it may be easier to use than the Finder for opening files, folders, and applications. When you type text in the Spotlight search field, search results appear immediately in a menu below the search field.

A screen shot of the Spotlight menu. At the top left is the Spotlight search field with the word \

The more complete the word or phrase, the more refined your list of results will be. Search results are grouped by category, such as Applications, System Preferences, Documents, and Folders. You click an item in the list to open it.

If you don’t find the item you want, you can search again or click Show All at the top of the results list. Clicking Show All displays a more complete list of results in a new window called the Spotlight window.

Spotlight search results include all the metadata inside files, including the kind of content, the author, edit history, format, size, and many more details. Depending on the search word you type, you may find thousands of results. Spotlight narrows its results to show you the best matches, but you can also browse the entire list if you want.

You can find more information about Spotlight in Mac Help on your computer or on the Apple website at www.apple.com/macosx.

Clicking the mouse

Generally, you select an item by pressing VO-Space bar. But if an item isn’t accessible or that VoiceOver command doesn’t work as expected, you can simulate a mouse click or double-click using a different VoiceOver command.

To click the mouse:
  1. If you don’t have “Mouse cursor: Follows VoiceOver cursor” set in VoiceOver Utility, move the VoiceOver cursor to the item you want to click and press VO-Command-F5 to place the pointer on the item.

    If you do, go to the next step.

  2. Press VO-Shift-Space bar once for a single mouse click or twice for a double-click.

You can also use Mouse Keys, a Universal Access feature in Mac OS X, to control mouse movement. Note that you cannot use Mouse Keys when you are using the NumPad Commander.

Using sticky keys

The Sticky Keys feature treats a series of modifier key presses as a single key combination. For example, you can press Control and then Option, and your keyboard interprets that combination as Control and Option held down together.

To turn on sticky keys:
  1. Choose Apple menu > System Preferences, click Universal Access, and then click Keyboard.
  2. Select the On radio button for Sticky Keys.

When you turn on Sticky Keys, you can also set options to hear a sound when a modifier key you press is accepted, and display an icon of the symbol for the modifier keys you pressed. Checkboxes for these options are below the Sticky Keys On and Off radio buttons.

Using slow keys

With the Slow Keys feature you can control the amount of time between when a key is pressed and when it is accepted by the keyboard. If you frequently press keys accidentally, you may want a longer delay.

To turn on slow keys:
  1. Choose Apple menu > System Preferences, click Universal Access, and then click Keyboard.
  2. Select the On radio button for Slow Keys.
  3. For a longer delay, move the Acceptance Delay slider to the left; for a shorter delay, move it to the right.

You can also hear audible feedback when you press keys. You hear one sound when a key is pressed and a different sound when the key is accepted. This is a very good way to monitor what’s happening if you can’t see the screen. Select the checkbox labeled “Use click key sounds” under the Slow Keys On and Off buttons to turn on audible feedback.

Using the cursor control keys

You can use the mouse, keyboard, and VoiceOver cursor to navigate to text and objects that appear on your screen. VoiceOver uses three function keys to describe the keyboard, VoiceOver cursor, and mouse pointer.

Note:If your keyboard has an Fn key, press the Fn key when you press a function key.

F3—VoiceOver Cursor Key

To hear a description of the item in the VoiceOver cursor, press VO-F3. This could be a control, text in a document, an HTML content area, and more. The description includes the current state of the item. For example, you might hear that the checkbox is selected, or hear the value settings of a slider.

F4—Keyboard Focus Key

F5—Mouse Key

Setting the key repeat rate

If you find that keys register more than once when you press them, you can adjust the key repeat rate. The key repeat rate and key repeat delay let you control how fast keys repeat and adjust how long the keyboard waits before it begins to repeat a key press. If you have trouble releasing keys fast enough, you can set the delay very long or turn off the repeat.

To change the key repeat rate:
  1. Choose Apple menu > System Preferences, click Keyboard, and then Keyboard.
  2. To have keys repeat slowly, move the Key Repeat Rate slider to the left; to have them repeat at a faster pace, move the slider to the right.

    If you tend to make mistakes when pressing keys, moving the slider to a slow setting will help minimize the number of repeated keystrokes.

  3. To cause a longer delay between when you hold down the key and when the key begins to repeat, move the Delay Until Repeat slider to the left.

To turn off key repeating completely, move the Delay Until Repeat slider all the way to the left.

Using buttons and other controls

You can use VoiceOver commands or gestures to click buttons, select checkboxes, choose an item in a list or menu, and adjust sliders, steppers, and splitters.

Make sure you know where the keyboard focus and VoiceOver cursor are located before you select an item.

Here are ways to use buttons and controls:

Hearing open applications and windows

You can hear which applications and windows are open on your computer.

For applications:

To hear which application is active and how many applications are open, press VO-F1.

For windows:

To hear which window is active, press VO-F2.

Switching between applications

When you have more than one application open or more than one window open for an application, you can quickly switch to the application and window you want.

Using the Application Chooser:
  1. To open the Application Chooser, press VO-F1-F1. If you’re using VoiceOver gestures, double-tap near the left edge of the trackpad.
  2. A screen shot of the Application Chooser. A panel with a black background and white text, titled Application Chooser. It lists the applications that are currently open. From top to bottom, the list includes: Previous: VoiceOver Utility, Current: Preview, iTunes, iPhoto, Safari, TextEdit, Finder. To the right of each application is an arrow.

  3. To navigate the list of open applications, press the Down Arrow or Up Arrow key, or flick down or up.
  4. When you hear the application you want, press the Space bar or double-tap.

    If you used the VoiceOver command to open the chooser, pressing the Space bar opens a submenu that lists all open windows, dialogs, or alerts for the application. Navigate a submenu in the same way you did the list of applications.

To exit the Application Chooser without making a selection, press the Escape key. If you’re using VoiceOver gestures, scrub back and forth with two fingers on the trackpad.

Using the standard Mac OS X shortcut:

Hold down the Command key and press the Tab key repeatedly to cycle through the open applications. When you hear the application you want, release the keys. Press Command-Shift-Tab to cycle backward.

If you’re using Spaces, you can use the Spaces shortcut Command-arrow keys to navigate your spaces.

Switching between windows

When you have more than one window open for an application, you can quickly switch between windows.

Using the Window Chooser:
  1. To open the Window Chooser, press VO-F2-F2. If you’re using VoiceOver gestures, double-tap near the right edge of the trackpad.
  2. A screen shot of the Window Chooser. A panel with a black background and white text, titled Window Chooser. It lists open windows for the current application. From top to bottom, the list includes: Current:Mac Help, Gra... Apple Pie.txt, Current: README.txt, Order Copy.txt, Vacation Plans.txt.

  3. To navigate the list of open windows, press the Down Arrow or Up Arrow key, or flick down or up.
  4. To select the window, press the Space bar or double-tap.

To exit the Window Chooser without making a selection, press the Escape key. If you’re using VoiceOver gestures, scrub back and forth with two fingers on the trackpad.

Using the standard Mac OS X shortcut:

Hold down the Command key and press the ` key repeatedly to cycle through the open windows for the current application. When you hear the window you want, release the keys. Press Command-Shift-` to cycle backward.

Move a window to the front

Sometimes the window where the VoiceOver cursor is located doesn’t move to the front of the other windows. If this happens, some of the buttons and controls in the window won’t be active. You can use a VoiceOver command to move a window to the front so you can use all the controls.

To move a window to the front:

Press VO-Shift-F2.

Moving windows and objects

You can move windows and some objects in applications, such as graphics and text boxes.

To move a window or an object:
  1. Navigate to the item you want to move and press (for a window) VO-` or (for an object) VO-Command-`.

    VoiceOver tells you if an item can’t be moved.

  2. To move the window or object up, down, left, or right, use the arrow keys.

    To move in smaller increments, press Shift while you use the arrow keys.

  3. To stop moving the window or object, press the Escape key.

    You can’t use other VoiceOver commands until you stop moving the item.

You can use certain number keys to quickly move windows and objects around the screen: the top left, middle, and right section using keys 1, 2, and 3; the center left, middle, and right section using keys 4, 5, and 6; and the bottom left, middle, and right section using keys 7, 8, and 9.

Resizing windows and objects

You can resize windows and some objects in applications, such as graphics and text boxes.

To resize a window or an object:
  1. Navigate to the item you want to resize and press (for a window) VO-~ or (for an object) VO-Command-~.

    VoiceOver tells you if an item can’t be resized.

  2. In the menu that’s displayed, choose an edge or handle.
  3. Press VO and the appropriate arrow key to move the selected edge or handle.

    To resize in smaller increments, press Shift while you use the arrow keys.

  4. To stop resizing the window or object, press the Escape key.

    You can’t use other VoiceOver commands until you stop resizing.