I’ve recently posted links to a couple of overviews of PerfectIt, Version 3 of which was recently launched to the delight of regular users like myself. I believe that user reviews can play an important part in helping others make the decision on whether a particular tool or piece of software is a wise investment. However, the developer’s voice is invaluable too because no one knows the tool/software better. With that in mind, I asked Daniel Heuman, Managing Director of Intelligent Editing and developer of PerfectIt, if he’d like to join me and the Parlour’s readers in a discussion about his proofreading software, and he graciously accepted. The following relate to some comments I’ve made in the past, here on the blog, and more general issues about the software. Feel free to join in the discussion in the Comments below if you have something to add. Daniel Heuman: Hi Louise. In the interest of generating discussion, I’ve got some questions for you about PerfectIt 3. You described one review of PerfectIt 3 as “robust”. I’m not sure I’d agree with you; below I’ve provided some questions and examples to help illustrate the issues. But for now, I’m interested to know why you used this term, particularly since I think it may be holding you (and others) from reviewing Version 3 themselves. Louise Harnby: You make a fair point, Daniel, though I used the word “robust” in quite a general sense to mean “uncompromising” rather than in the more academic sense that some might be used to. You’re correct that I haven’t yet done a public detailed review of PerfectIt 3 myself (though I’m using the software on a regular basis), and if it seems like my links to other people’s reviews are a case of time-strapped piggy-backing on other people’s hard work, you’re not far wrong! But this isn't the only reason: as a proofreader who specializes in working for publishers on hard copy and PDF, I’m rarely in a position to take advantage of PerfectIt’s full functionality – it simply isn’t apporpriate for the kind of intervention my clients require. Having said that, I don’t think others should hold back on doing their own detailed exploration of the software, particularly given that you offer a try-before-you-buy option. [Readers, you can access the trial version here.] DH: One review was entitled “Quality Software for the Experienced Editor”. Do you think someone needs to be an “experienced editor” to use PerfectIt? What about editors who have completed training but are just starting out? What about non-editors with a good grasp of language? LH: I don’t think someone needs to be an experienced editor (or proofreader or writer) to avail themselves of the benefits of PerfectIt. I do, however, suspect that to maximize the full functionality of the software, one would need to be reasonably comfortable with using Word and its plugins. It’s not that newbies can’t use PerfectIt – they can, and I think they should. Rather, I’ve come across many people in the international editorial community who are still nervous about using complementary tools to improve their efficiency and output quality. I’m not just talking about PerfectIt, but a whole range of tools – from Word’s find/replace function, to both simple recorded macros and more complex scripted ones. Having experience of using such tools gives one the confidence to experiment with their various features, and this in turn can have a really positive impact on one’s editorial business practice. My feeling is that the review title in question was acknowledging that those editors, proofreaders and writers who do have this confidence will be able to maximize PerfecIt’s functionality, and given that the review was written by a very experienced editor, it’s understandable that the article was positioned in such a way. DH: The reviews you’ve featured haven’t addressed in detail PerfectIt’s full functionality; rather, they’ve just looked at the new features in Version 3. Again, here I’d question the appropriateness of your using the term “robust”. Does not “robustness” require a fuller discussion? LH: I think a robust, as in uncompromising, review could include details of only the new features. I think that a software review that addresses the challenges and benefits experienced by the user who writes the review can still be robust in its analysis. Those of us in the blogosphere are always aware that our readers are time-limited, so when we’re sharing information about new (or revised) editorial tools, we want to focus on the most exciting elements of the product as we see them, and then help readers navigate to other resources (including the websites of the relevant developers) that will provide more detailed information. DH: I’d like to address some of the issues that one of the reviews highlighted, just to reassure any potential new users who might have decided that PerfectIt 3 was too complex for them to use.
But I’d like to know about other people’s experiences, too, whether they are newbie users or old hands. What do they like best, what are they struggling with, what are they confused by, what works well, what benefits to their work flows have they noticed? LH: So, readers, if you’ve recently had the chance to experiment with PerfectIt 3, and you’d like to share your experiences with others in the international editorial community, drop us a line in the Comments. As Daniel said, you needn’t be an experienced user (or editorial freelancer for that matter). All input is welcome. It’s worth mentioning that there’s a LinkedIn discussion group, "PerfectIt Users", dedicated to getting the best out of PerfectIt – if you have questions about how to take advantage of the various functions but need a little friendly guidance, there are plenty of experienced users online who’ll be happy to chat with you and share their expertise! To start the discussion, my personal favourite features (some of which are new to Version 3, and some of which have been available since PerfectIt was initially launched) are as follows:
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers. She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
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PerfectIt is one of my favourite pieces of editorial software – a set of mechanical "eyes" that enable me to increase my productivity, consistency and overall quality when proofreading. That means it's good news for me and for my clients. Version 3 of this super software was recently launched. For an overview of what's new, visit the Intelligent Editing website, where all the additional features are explained by the developer. I'd planned to review version 3 here on the Parlour, but I'm a great believer on not reinventing the wheel when someone's already done the donkey work! So when I read fellow PerfectIt user Adrienne Montgomerie's robust review of PerfectIt 3, it made more sense to push my readers in her direction. You can read the article in full here: PerfectIt 3: Quality Software for the Experienced Editor (The Editors' Weekly, the official blog of the EAC). Montgomerie provides a useful overview of the best new features, points of confusion, points of frustration, and an overall verdict. Her final words? "PerfectIt will still save your bacon, can save you time and tends to make you look eagle-eyed. If you take the time to set up style sheets for repeat clients, you can free up your eyes for content issues and lingering style issues. I will definitely be taking the time to make the most of this add-in for my largest clients, and I’ll continue running it on all documents." Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders. Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
If you’re thinking about becoming a proofreader, it’s important to understand that this term can mean different things in different contexts and with different client groups. This article focuses on working with raw text.
What type of proofreading you want to do and which group of clients you want to be work-ready for will determine the choices you make with regard to training.
Some proofreaders work directly with the creators of the written materials – independent authors, students and business professionals, for example.
These clients send Word files and the proofreader amends the files directly (often with Track Changes switched on so that the client can see what’s been changed). Others work for intermediaries such as publishers and project-management agencies. Here the author supplies the text files; then the in-house project manager (PM) organizes the various elements of the production process – including copyediting, proofreading, typesetting and printing. After copyediting and typesetting, the PM supplies page proofs to the proofreader, who makes annotations that identify where there are problems to be attended to. The proofreader does not amend the text directly. In Part I, I gave the new entrant to the field an overview of what it’s like to be a proofreader working with page proofs. Here in Part II, I consider proofreading that involves working directly with the raw-text Word files.
Which types of client want to work in Word?
Most of the proofreading done in Word stems from having been commissioned directly by the content creator – a business executive, a self-publishing author or a student. Academic writers, particularly those submitting articles to journals and for whom your first language is their second, are also likely to send Word files. Only one of my publisher clients asks me to proofread in Word. What is the proofreader looking for? It depends on the client's expectations (see below: Disadvantages) and your terms and conditions. Certainly, when it comes to proofreading for non-publisher clients, the definition of proofreading starts to look unclear and the boundaries between this and copyediting become blurred. Unlike with page proofs, we can't check the final designed layout of the file but we still need to read every word. Some of the issues dealt with in the list below would be acceptable to the proofreader working for an academic author but not when working with a Master's student. (Some clients might even want/expect a level of restructuring, rewriting and checking that a proofreader wouldn't consider to be within their remit.)
What are the advantages?
What are the disadvantages?
There are still legal issues to consider … Even if you are working directly with the primary authors of the content, you still need to get their permission to upload their text to third-party sites if you want to utilize software that's not on your computer. The files you've been sent from Indie authors, students and businesses are their property and they send them to you in good faith, so you must get permission for their content to leave your computer.
What does this mean for training?
Knowing the software ... If you want to proofread in Word, you'll need to be proficient in using it. Word is one of the most powerful pieces of word-processing software available, and there's a huge amount you can do with it if you want to proofread (or edit) efficiently. You might therefore need to supplement your proofreading training with learning that focuses on using macros, making the best of Find/Replace and wildcards, using Track Changes, and Microsoft Word usage in general. There's still the issue of how much to interfere ... If you do end up proofreading for a publisher client who wants you to work in Word, it will be necessary to consider the issue of when to leave well enough alone, as discussed in Part I. However, independent authors looking for a proofreader may actually be expecting a deeper edit and will be disappointed if you're not prepared to rewrite sentences for them. If you've not had experience of, or training in, editing, you may find that a 'proofreading' project ends up being a bigger bite than you can chew. One of my colleagues feels that specific training in editing isn't always critical when working with business clients, whereas for self-publishing novelists it would be very important. I'm inclined to agree. One person might be relatively comfortable suggesting improved sentence construction to a business client but very wary of doing so with an author of fiction. What this shows is how blurry the edges can become and how important it is to have a detailed conversation before you begin a project. I often encourage independent fiction authors looking for a proofreader to consider commissioning editing first. Editors with both editing and proofreading skills are better placed to take on jobs for non-publisher clients that fall in the editing camp, or somewhere between editing and proofing (proofediting). If you think you'll end up straying beyond the realm of proofreading, you might consider adding copyediting courses into your training mix. Think about what type of client you're going to be working for to help you decide what's appropriate. Summing up … Proofreading isn't some catch-all phrase that means the same thing to every client group. What you actually do, on which medium, how much you interfere, the extent to which you can use complementary tools, and the expectations of the client will differ greatly. This means a range of competencies will need to be acquired depending on whom you’re working for. Your training will need to match the requirements of various client groups – a publisher’s expectations in terms of industry-recognized standards will be different from a business executive’s or student’s, so take care to research any proofreading training syllabus carefully to make sure it’s providing you with the skill set relevant to your target client group. Your training should suit your needs, your business plan, your objectives – and what will be right for one person may not be right for another. Read this article's sister post: Not all proofreading is the same: Part I – Working with page proofs.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses. |
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