Louise Harnby | Crime Fiction and Thriller Editor
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The Editing Blog: for Editors, Proofreaders and Writers

FOR EDITORS, PROOFREADERS AND WRITERS

How to check a novel with PerfectIt 5 and The Chicago Manual of Style

10/8/2021

2 Comments

 
Do you use PerfectIt to find inconsistencies in a novel? Do you follow The Chicago Manual of Style? Now you can use both from a single platform! I might be in love. Here’s why.
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What’s in this post

  • What is PerfectIt?
  • What is The Chicago Manual of Style (CMOS)?
  • What is The Chicago Manual of Style for PerfectIt?
  • Beta testing on a novel
  • Why the editor retains control
  • How to customize The Chicago Manual of Style for PerfectIt
  • Wow factor 1: CMOS learning at the editor’s fingertips
  • Wow factor 2: Seamless access
  • Wow factor 3: Shifting the burden of search
  • What PerfectIt won't do
  • How much does The Chicago Manual of Style for PerfectIt cost?
  • How to unlock access to the CMOS style sheet
  • My beta test: The verdict 
  • Where to get The Chicago Manual of Style for PerfectIt

​What is PerfectIt?

PerfectIt is software developed by Intelligent Editing. It helps editors and authors check a Word document for:

  • Consistency: eg spelling, capitalization, hyphenation, acronym definitions.
  • Adherence to style preferences: eg how numbers are rendered, punctuation of lists, capitalization of titles, ize/ise suffixes.

I’ve been using PerfectIt since its first iteration and, for me, it’s a must-have. Not because the human brain isn’t able to handle the checks it carries out but because software can do it faster.
​
And that means I can spend more of my time (which is what my clients are paying for) helping authors craft a compelling story rather than hunting down important but small details.
​
In other words, PerfectIt does the heavy-lifting but lets me retain complete control of the changes being made. 

​What is The Chicago Manual of Style (CMOS)?

CMOS is a 115-year-old style guide published by The University of Chicago Press. For many editors, even those beyond US shores, it too is a must-have because of its mindful, sensible advice.

CMOS isn’t a rule book. It’s a manual of style preferences. And given that novel editing requires a flexible approach to grammar, spelling and punctuation – one that serves rhythm and voice first and foremost – many editors choose to customize its guidance, ignore some of it, or blend it with another style guide’s preferences.

CMOS’s strength lies in how comprehensive it is, and the fact that the online version is easy to search.
​
Even though fifty per cent of my clients write in British English, CMOS is still my go-to style guide because lots of its guidance can be universally applied. The rest I tweak to fit my authors’ needs.

​​What is The Chicago Manual of Style for PerfectIt?

Until recently, these two editing staples were in my editing studio but sitting at different digital tables. But what if CMOS could be integrated into PerfectIt? Afterall, PerfectIt has lots of built-in style sheets – why not CMOS too?

It was a beautiful dream. Now it’s a beautiful reality.

The Chicago Manual of Style for PerfectIt is a brand-new product that comes free with PerfectIt 5, and I’ve been privileged to play with it. As I said, I might be in love.

​​Beta testing on a novel

I ran The Chicago Manual of Style for PerfectIt on a 65,000-word test document – a copy of a thriller written in British English. 

Here’s what else you also need to know about my setup:

  • The CMOS style sheet sits within PerfectIt 5
  • I have an existing subscription to CMOS Online and PerfectIt
  • I work on a PC and my OS is Windows 10, so I run the Windows version of PerfectIt
  • I use Microsoft 365, which means I’m always working in the latest edition of Microsoft Word
  • I’m based in the UK but work for clients all over the world and in a variety of Englishes and styles.

​Why the editor retains control

I chose to test a document written in British English style in order to illustrate the control editors and writers have over any changes PerfectIt suggests.

Just because we’re checking against the built-in CMOS style sheet, which has its own set of defined preferences, doesn’t mean we have to adhere to all of them.

For example, PerfectIt flagged up ‘amongst’. At the top of the Spelling Variations window you can see why: In American English, “among” is usually preferred to “amongst.”

Actually, that preference is common in British English too. But the instances flagged up here are dialogue, and the character who’s speaking would be more likely to use ‘amongst’. And so I elected to ignore the suggestion and click on the Next button.
​
Using The Chicago Manual of Style for PerfectIt therefore doesn’t force us to make inappropriate changes to a client’s work. The editor retains stylistic control. 
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How to customize The Chicago Manual of Style for PerfectIt

I love CMOS’s good-sense guidance, and find much of it helpful for all of the crime fiction, thrillers and mysteries that pass over my desk.

However, half of those books are written in British English style, which means I want to access all the functionality of The Chicago Manual of Style for PerfectIt but tweaked for my own needs.

If spelling is all I’m worried about, a simple workaround is just to turn off PerfectIt’s Spelling Variations check. However, there are other customizations I usually like to do with novels in British English style in addition to spelling.

For me, the ability to customize PerfectIt has always been one of its biggest selling points. That flexibility is fantastic for any editor who regularly uses CMOS’s guidance but just as regularly needs to adapt key aspects of it.

​We can’t amend built-in style sheets. What PerfectIt does instead is allow us to create a copy and amend that. Which is why I now have this little gem in the dropdown menu of available style sheets: Chicago Manual of Style LHUK.
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This is still CMOS, but CMOS for me and some of my clients! I’ve edited the copied style sheet so that now it has a different set of preferences:

  • Yze and yse endings: preference set to 'Prefer 's'.
  • Personal title format: preference set to Mrs, Mx etc.
  • Hyphens next to spaces: preference set to convert to en dash.
  • Percent symbol: preference set to open (per cent).
  • Space around dashes: preference set to en dash with spaces.

​I retained the following:

  • Quotes with punctuation: preference left at 'final before quotation mark' (because in British English fiction dialogue, that’s the convention followed).
  • Ize and ise endings: preference left at -ize (because -ize suffixes aren’t American English style. They’ve been used in British English for centuries and are favoured by many British publishers).

Wow factor 1: CMOS learning at the editor’s fingertips

With The Chicago Manual of Style for PerfectIt, editors can access the best features of both from one platform, which means we can learn CMOS’s style preferences in tandem with our consistency checking.

Yes, we’re running PerfectIt 5. And, yes, we’re able to set it to work to CMOS’s recommendations. That in itself is a gem.

But the wow factor is the advice that comes with it – that mindful guidance I mentioned above.

In the screenshot below, you can see what The Chicago Manual of Style for PerfectIt has flagged up: ‘long-time’ versus the preferred ‘longtime’. Now look at the comment above. This isn’t prescriptivism in play. Instead, we’re asked to ‘check carefully’ because of what Chicago ‘usually prefers’.
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That’s a subtle but important reminder that regardless of whether we’re following CMOS or some other style guide, we’re dealing with preferences, not rules. This concept is foundational to professional editorial practice, and I’m pleased to see it shining through here.
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There’s more too. Perhaps we need additional information. Sure, we now know why this issue has been flagged up, but what if we want to verify that, just to be sure?

Perhaps we have to open our print or online dictionary after all. Not so. By clicking on ‘See more from CMOS 7.1 >’, we open another pane.

Within that pane are links not only to more detailed information from CMOS but also to the website of the external source cited, in this case Merriam Webster.com, which allows us to verify and learn if we want to.
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Or perhaps we want to explore the issue in more detail via our CMOS Online subscription. It’s right there in a clickable link. 
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It’s seconds saved, but those seconds add up – fewer keystrokes and zero searching for where the solution to our problem lies. The Chicago Manual of Style for PerfectIt has done the heavy-lifting for us.

​Wow factor 2: Seamless access

Editors often want quick access to information that enables us to develop our learning. Impatience and software aren’t always favourite cousins, and clicking through to external resources while a program’s in the middle of doing its thing is usually a no-no.

Would clicking through to CMOS Online or Merriam Webster.com in the middle of a PerfectIt run be too much? Would the software slow down, stall or even crash? Would that instant access to learning be more trouble that it was worth?
I’m delighted to report that the clickthroughs were seamless.

The nub of it is this. CMOS hasn’t been shoehorned in PerfectIt 5. It, and the external links built into it, are fully integrated. So when we want to access external content via those links, we can do so and be assured that the software will remain stable.
​
That’s a big plus for busy editors who want software that works without clunk.

​Wow factor 3: Shifting the burden of search 

CMOS is comprehensive. Any editor who owns the print version knows just how comprehensive. The online version made finding solutions to problems easier. Integrating some of the core elements of style within PerfectIt 5 has taken things a stage further. 
​
It comes down to who or what bears the burden of search. Ordinarily, the editor does. We spot a style-consistency issue, open up our reference source, check the preference and make a decision.
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With this product, the burden shifts. Now The Chicago Manual of Style for PerfectIt is bearing some of the load. It’s spotting potential problems, suggesting the fix, explaining the reasoning behind that suggestion, and taking us to the exact place in one of the world’s premier style guides where deeper learning resides.

That’s a time-saver and a stress-reducer. No editor wants to spend time on searching for anything. Pro editors love to learn but none of us love struggling to find answers. After all, we’re paid to edit, not to search.

And so for those of us working to fixed project fees, time saved means a better hourly rate and a more profitable business.

​What PerfectIt 5 won't do

I don’t expect my roofer to comment on the condition of my hair or how well my car’s running. Similarly, we mustn’t expect PerfectIt 5 to check our book files for problems it’s not designed to handle.

CMOS is huge, and there’s a ton of information in it that isn’t related to the kind of checks PerfectIt runs.

PerfectIt is a consistency checker, so if you want guidance on how to cite a reference according to CMOS or any other style guide, you’re still going to have to look it up.
​
Same thing if you’re wondering whether to place a comma between two independent clauses separated by coordinating conjunctions. CMOS has advice on this, but fiction editors will need to consider context and sentence rhythm too. 

​How much does it cost?

If you have a subscription to PerfectIt 4 and to CMOS Online, you’ll pay nothing. That’s right. Zero! You’ll automatically be upgraded to PerfectIt 5, which includes the CMOS style guide. Are you falling in love now?

You will have to grab the latest update from the Intelligent Editing website, but that’s always been the case.

So who needs to pay? If you have a subscription to one product but not the other, you’ll need to rectify that if you want to use The Chicago Manual of Style for PerfectIt.

How to unlock access to the CMOS style sheet

​Once you’ve downloaded PerfectIt 5, you’ll see that CMOS is available in the dropdown list of styles. However, there’s one more step you’ll need to take before you can use it.
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First, link your PerfectIt account to an active CMOS Online subscription. That will give you a new license key that unlocks The Chicago Manual of Style for PerfectIt.

​My beta test: The verdict 

I love it. So should you buy it? If you already subscribe to PerfectIt and CMOS Online, you don’t need to spend a penny! All you need to do is link both accounts and unlock the features.

If you’re already using CMOS regularly, want to build your knowledge about the guide’s preferences, and check for consistency in line with CMOS within a seamless interface, yes, I recommend you invest in PerfectIt.
​
PerfectIt and CMOS are both trusted resources. This digital partnership will help all of us edit more confidently and mindfully.

Where to get The Chicago Manual of Style for PerfectIt

Here's what to do:

  • If all you need to do is link your existing subscriptions to PerfectIt and CMOS, sign in to your PerfectIt account and follow the instructions.
  • If you want to buy PerfectIt for the first time, head over to the Intelligent Editing website.

And if you’ve bought one of my courses, there’s a discount code waiting for you on the course page.
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Then let me know if you fall in love too!

​Resources

  • Author and editor resource library
  • Editing tools
  • The Editing Podcast: How to edit for consistency and style with PerfectIt​
  • Intelligent Editing website
  • PerfectIt: The best consistency-checking Word plugin
  • Onscreen work resources
  • The Editing Podcast: Chicago Manual of Style for PerfectIt

​About Louise Harnby

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) and co-hosts The Editing Podcast.

  • Get in touch: Louise Harnby | Crime Fiction & Thriller Editor
  • Connect: X @LouiseHarnby, Facebook and LinkedIn
  • Learn: Books and courses
  • Discover: Resources for authors and editors

2 Comments

10 ways to proofread your own writing

6/4/2020

6 Comments

 
Fresh eyes on a piece of writing is ideal. Sometimes, however, the turnaround time for publication precludes it. Other times, the return on investment just won’t justify the cost of hiring a professional proofreader, especially when shorter-form content’s in play. Good enough has to be enough.

Here are 10 ideas to help you minimize errors and inconsistencies.
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When we’re too close to the content

Checking our own writing rarely produces the same level of quality as a fresh pair of eyes. We see what we think is on the page, not what is on the page. That's because we're so close to the content.

I'm a professional editor and I know that when I don't pass on my blog posts to one of my colleagues there are more likely to be mistakes. It's not that I don't know my craft but that I'm wearing a writer's hat.

Sometimes, getting pro help isn't an option. So what can you do to minimize errors and inconsistencies? Here are 10 tips.

​1. Create a style guide

Style guides help you keep track of your preferences, including hyphenation, capitalization, proper-noun spelling, figures and measurements, time and date format.
  • If you're a novelist, read What's a style sheet and how do I create one? Help for indie authors
  • ​If you’re a business writer, check out the Chartered Institute of Editing and Proofreading (CIEP) guide Your House Style
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​2. Use a page-proofs checklist

This pro-proofreading checklist (free when you sign up to The Editorial Letter) helps you spot and identify layout problems in designed page proofs (hard copy or PDF). It’s based on the house guidelines provided by the many mainstream publishers I've worked for.
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Run PerfectIt

PerfectIt is affordable software that takes the headache out of consistency checking. And because it’s customizable, it will help you enforce your style preferences and save you time. It’s a must-have tool for writers and pro editors.
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4. Use find-and-replace in Word

Microsoft Word’s onboard find-and-replace tool enables you to locate and fix problems in your document quickly. This free ebooklet, Formatting in Word: Find and Replace, includes a range of handy strings and wildcard searches.
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4. Use find-and-replace in Word

Word's styles palette ensures the different elements of your text are formatted consistently. These tutorials shows you how to set up, assign and amend styles. It'll save you heaps of time whether you're working on business documents, web copy, short stories or novels.
  • Video tutorials​
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6. Trade with a colleague​​

If you want fresh eyes but budget's an issue, swap quality-control checking with a colleague or friend in the same position. Pick someone who has a strong command of language, spelling and grammar.

Even if they're not a professional editor, they're wearing the hat of the reader, not the originator, and that means they'll spot things you missed.

​7. Use tools that locate inconsistent spelling

Here are 2 tools to help you locate inconsistent spelling:
  • TextSTAT: This concordance software generates simple alphabetized word lists that flag up potential problems
  • ProperNounAlyse: An excellent macro from editor Paul Beverley that highlights potential inconsistencies in proper-noun usage
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8. Run The Bookalyser

The Bookalyser analyses a text for inconsistencies, errors and poor style: 70 different tests across 17 report areas in about 20 seconds, for up to 200,000 words at once. It works on fiction and non-fiction, and for British and American English.
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Run Word’s onboard Editor

Microsoft Word has an onboard document-checking tool that flags up potential spelling and grammar problems. It's not foolproof (no software is) but it's a second pair of digital eyes that's available at a click.

Go to the ribbon, click on the Review tab, and select the Editor icon.

10. Read it out loud

Read the text out loud. Your brain works faster than your mouth and you might well spot missing words, grammar flops and problems with sentence flow when you turn the written word into the spoken word!

Word also has an onboard narration tool that can do the speaking for you. Go the ribbon, choose the Review tab and select Read Aloud.

About Louise Harnby

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) and co-hosts The Editing Podcast.

  • Get in touch: Louise Harnby | Crime Fiction & Thriller Editor
  • Connect: X @LouiseHarnby, Facebook and LinkedIn
  • Learn: Books and courses
  • Discover: Resources for authors and editors

6 Comments

Macros for fiction editors and authors

26/2/2018

0 Comments

 
If you think there's no place for macros in fiction editing, think again. Paul Beverley has collated a core group of macros that will have any fiction line editor, copyeditor or proofreader drooling! Self-publishing authors will love them too!

I don't use all of these (every editor has their preferences) but some of them are staples and save me oodles of time!
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For use with Microsoft Word

The macros featured in this article are designed to be used with MS Word files.

Some of them are best for when you’re looking at the whole text of a novel, while others are selective ... for use while you’re editing line by line. 

Macros that work with the whole text

These macros are ideal near the beginning of the edit, when you’ve put together the whole book in one single file, and you want to look for inconsistencies.

ProperNounAlyse searches the novel for any words that look like proper nouns; it counts their frequency, and then tries to locate, by using a variety of tests, and pairs of names that might possibly be alternative spellings or misspellings, e.g. Jayne/Jane, Beverley/Beverly, Neiman/Nieman, Grosman/Grosmann etc.
FullNameAlyse is similar to ProperNounAlyse, but it searches for multi-part names, Fred Smith, Burt Fry, etc.

ChronologyChecker is aimed at tracing the chronology of a novel. It extracts, into a separate file, all the paragraphs containing appropriate chronology-type words: Monday, Wednesday, Fri, Sat, April, June, 1958, 2017, etc. This file is then more easily searchable to look at the significance of the text for the chronology.

WordsPhrasesInContext tracks the occurrence of specific names through a novel. You give it a list of names/words/phrases, and it searches for any paragraphs in the novel that contain them. It creates a separate file of those paragraphs, with the searched element highlighted in your choice of colour.

CatchPhrase searches your novel for over-used phrases and counts how many times each phrase occurs.

Macros for when editing line by line

FullPoint/Comma/Semicolon/Colon/Dash/QuestionMark/ExclamationMark
These macros change
he said, you know ...
into he said. You know ... 
​or he said: you know ...
​or he said – you know ...
and so on.

FullPointInDialogue and CommaInDialogue
These two macros change
“Blah, blah.” He said.
into “Blah, blah,” he said.
and vice versa.
ProperToPronoun
This macro looks along the line to find the next proper noun, deletes it and types ‘she’. But if you then type Ctrl-Z, it changes it back to ‘he’.

MultiSwitch
You give this macro a list of changes that you might want to implement:
Jane
Jayne


Beverley
Beverly


that
which


which
that


When you click in a word, and run the macro, it finds your alternate and replaces it. It also works with phrases and can also provide a menu of alternates:

he said
he opined
he shouted
he voiced


she said
she opined
she shouted
she voiced
To access the macro scripts, check out Paul's website: Word Macro Tools.

About Louise Harnby

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) and co-hosts The Editing Podcast.

  • Get in touch: Louise Harnby | Crime Fiction & Thriller Editor
  • Connect: X @LouiseHarnby, Facebook and LinkedIn
  • Learn: Books and courses
  • Discover: Resources for authors and editors

0 Comments

How to never forget you’ve switched off Track Changes!

11/12/2016

26 Comments

 
If you’re an editor or proofreader who’s never once switched off Track Changes (TC) in the middle of an edit and then forgotten to toggle it back on again, congratulations – you’re a rare creature indeed!
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Using a macro

Try using this macro: VisibleTrackOff4.

Even if you don’t like macros, don’t use macros, are wary of macros, this is one macro that you should consider installing anyway. Trust me. It's a lifesaver.

By the end of this article, you’ll know how to ensure you never forget you’ve switched off Track Changes. I’ll show you the following:
  • How it works
  • How to install it
  • How to run it efficiently
  • Alternative versions with different formatting options

How the macro works 

In brief, VisibleTrackOff4 is an alternative TC on/off switch. You run this macro instead of using Word’s TC button.
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I work in Windows 10 with Word 2016. On my screen, the TC button is accessible via the ribbon in the Review tab. Your view may be slightly different.
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When you use VisibleTrackOff4 (rather than the TC button shown above) to switch on TC, your page appears white, as usual. However, when you use it to switch off TC, your page turns yellow. As you toggle TC on and off, your page colour toggles too. If the page is yellow, you know TC is off. That’s something you can’t miss, and that’s why it’s foolproof.
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View with Track Changes ON
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View with Track Changes OFF

To use the macro efficiently, you can do one of the following:
  • Create a shortcut key
  • Add the macro to your Quick Access Toolbar
  • Create a custom button in your ribbon (Word version 2010 onwards)

I​’ll show you how to do all three in the ‘How to run it efficiently’ section below.

How to install it

Here’s how to install the macro:
  • Download Paul’s book from his website, Archive Publications
  • Open TheMacros.doc
  • Search for VisibleTrackOff4
  • Select and copy the script, including the title ‘Sub VisibleTrackOff4()’, right down to and including ‘End Sub’
  • Open the ‘View’ tab on Word’s ribbon
  • Click on the ‘Macros’ button
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  • A window will open (with the header ‘Macros’). Click on the ‘Step Into’ button
  • This will open Visual Basic. In this will be another window (with the header ‘Normal – NewMacros (Code)’. Use the scroll bar on the right to go to the bottom. If you need help installing a macro for the first time, see ‘Another useful proofreading/editing macro: Paul Beverley’s MultiSwitch’
  • Click under the last line of text
  • Paste the macro script that you copied earlier
  • Close Visual Basic using the ‘X’ in the top right-hand corner
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  • Click ‘OK’ if you get the message ‘This command will stop the debugger’​

How to run it efficiently

To switch TC on and off efficiently using VisibleTrackOff4, you can do one of the following:
  • Create a shortcut key
  • Add the macro to your Quick Access Toolbar
  • Create a custom button in your ribbon (Word version 2010 onwards)

Create a shortcut key
  • Right-click anywhere on the ribbon
  • Select ‘Customize the Ribbon’, or ‘Customize Quick Access Toolbar’, depending on your software
  • Click on the ‘Customize…’ button at the bottom 
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  • Under ‘Categories’, select ‘Macros’
  • Go to the right-hand ‘Macros’ column. Scroll down and select VisibleTrackOff4
  • Type in your preferred shortcut key
  • Click on the ‘Assign’ button followed by the ‘Close’ button
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Add the macro to your Quick Access Toolbar
  • Right-click anywhere on the ribbon
  • Select ‘Customize Quick Access Toolbar’
  • From the drop-down ‘Choose commands from:’ box, choose ‘Macros’
  • Scroll down to find the macro and click on it
  • Click on the ‘Add’ button followed by the ‘OK’ button
​This is what your new button will look like:
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Create a custom button in your ribbon (Word version 2010 onwards) 
  • Right-click anywhere on the ribbon
  • Select ‘Customize the Ribbon’
  • Look to the right-hand column
  • Scroll down and click on ‘Review’
  • Click on the subentry ‘Tracking’
  • Click the ‘New Group’ button
  • Now look to the left-hand column
  • From the drop-down ‘Choose commands from:’ box, choose ‘Macros’
  • Scroll down to find the macro and click on it to select it
  • Go back to the right-hand column and click on ‘New Group (Custom)’
  • Click the ‘Add’ button followed by the ‘OK’ button
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This is what your new button will look like:
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Other versions

You don’t have to go for the yellow-page effect. There are other options. The installation and quick-access instructions are the same; only the script you’ll need to copy and paste is different:
​
  • VisibleTrackOff – embossed effect
  • VisibleTrackOff2 – blue dotted underline
  • VisibleTrackOff3 – wiggly lines
  • TrackOnOffAudible – beeps

Summing up

​I prefer the yellow-page effect because it’s so obvious, and because it doesn’t interfere with my view of the text while I’m amending with TC off.

I also prefer to run the macro with a custom ribbon-based button because it’s right up there alongside Word’s TC button, which is what I’m used to. I’ve created a shortcut key so that I have choice in the matter. This comes in handy when I need regular access to the Styles tab and don’t want to keep switching the tabs on the ribbon.

I urge you to try this macro. Remember, you need never again endure the frustration of having forgotten to switch on Track Changes! 

P.S. My colleague Adrienne Montgomerie was single-handedly responsible for showing me how easy it is to customize the ribbon so that you can easily and quickly access any command. Her article ‘Make a Custom Tab on Word’s Ribbon’ is a must-read if you want to increase your onscreen efficiency.

And, as always, thanks to Paul Beverley for creating some brilliant macros, and for giving me permission to bang on about them via my blog!

About Louise Harnby

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) and co-hosts The Editing Podcast.

  • Get in touch: Louise Harnby | Crime Fiction & Thriller Editor
  • Connect: X @LouiseHarnby, Facebook and LinkedIn
  • Learn: Books and courses
  • Discover: Resources for authors and editors

26 Comments

Speed up onscreen editing and proofreading: Automatically switch words with a macro

2/11/2016

2 Comments

 
MultiSwitch is another gem of created by my colleague Paul Beverley. This useful little macro speeds up onscreen editing and proofreading.
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Switch around words with a single keyboard shortcut

To get the macro, visit Word Macro Tools.

In a nutshell, this allows you to switch around a word (or words) with a single keyboard shortcut. I use it to save time with every single Word-based project I work on.

Imagine that you’re editing or proofreading a Word file in which the author repeatedly uses ‘which’ for restrictive relative clauses. You want to change it to ‘that’. This means carrying out three small actions: select, delete and retype.

​That’s not a problem if the issue occurs twice in a file, but if it occurs tens or hundreds of times, those seconds are going to add up and eat into your hourly rate. And let’s not get started on the ache in your wrist!
 
Naturally, you might notice that a particular job has a number of similar niggles that you want to attend to, in which case this macro will be even more of a productivity-enhancer.

MultiSwitch in action

To run MultiSwitch, you simply place your cursor before or in the word you want to change (in our example here, ‘which’), and hit your keyboard shortcut (I’ve assigned alt-3, but you can choose whatever you like). Then, bingo, the macro amends ‘which’ to ‘that’.

Here's a teeny-tiny video of me using MultiSwitch. This demo aims merely to show you where to place the cursor prior to hitting your assigned shortcut key command, and what you will see on your screen (a little flickering as the macro makes the switch). 

​If you don’t know how to assign a keyboard shortcut, don’t worry – I’ll show you how later in the article. 

The beauty of MultiSwitch is that you need only one keyboard shortcut for a ton of different word switches. Here are a few examples from my switch list: 

  • that – which
  • which – that
  • last – past
  • like – such as
  • less – fewer
  • will not – won't
  • is not – isn't
  • he is – he's
  • they will – they'll

I love this macro for editing fiction because it's so quick to create contractions when I'm helping the author create a more informal narrative, or dialogue that's closer to natural speech.

Further down, I explain how to create your list – it's a doddle. Or, if you'd like to save even more time, grab a free copy of my contraction switch list. You can edit it to include your own word switches.
Contraction switch list

Installing MultiSwitch

Go to Paul’s website and download the macro.

Use Word’s navigation menu on a Mac (or Ctrl F on a PC) to open the Find function. Type ‘Sub MultiSwitch’ into the search field and hit ‘Return’ twice. That will take you to the start of the relevant script.

Select and copy the script from ‘Sub MultiSwitch()’ down to ‘End Sub’.

Still working in Word, open the ‘View’ tab and click on the ‘Macros’ icon on the ribbon:  
Picture
A new window will open.

If you don’t have any macros already loaded:
  • Create a test macro that you can delete later.
  • First, make sure the ‘Normal.dotm’ template is showing in the ‘Macros in:’ box.
  • Type ‘TEST’ into the ‘Macro name:’ box.
  • Click on the ‘Create’ button.
  • Your TEST macro will now show up. From now on, it’ll be easy as pie to add additional macros.
Picture

If you already have macros loaded (your TEST macro or any other):
  • Click on ‘Edit’.
Picture
​​
This will open up another window:
Picture
  • If necessary, use the scroll bar to take you to the bottom of the text.
  • Paste the MultiSwitch script at the end, under ‘End Sub’.

Don’t close this Visual Basic window quite yet – there’s something else you need to do first!

Creating your MultiSwitch list

​Now head over to Word. Open a new document and call it zzSwitchList. Create your list using the following style:

that
which

which
that

last
past

like
such as

less
fewer

Less
Fewer

it is
it's

Save it somewhere just as meaningful! Mine’s in my Macros folder, but you can save it wherever it suits you. Now close the document.

You can amend this list any time you want to – just add or delete words as you see fit.

Changing the MultiSwitch script

Now you're going to make a small amendment to the macro script so that it's personalized for you, so go back to the window into which you pasted the MultiSwitch script.
​

At the top of the script, you’ll see the following:
Sub MultiSwitch()
' Version 06.12.17
' Scripted word/phrase switching

maxWords = 8
listName = "zzSwitchList"

myDir = "C:\Users\Louis\Dropbox\Macros\"

' Set min number of chars for an abbreviation
minChars = 2
includeApostrophe = True
useSpike = True
​The text in bold shows how I’ve customized the script to suit my needs – you need to put in your own location.

Now you can close the window by clicking on the ‘X’ in the top right-hand corner. Do the same with the general Visual Basic window too. Don’t worry if you get a message about a debugger – just press ‘OK’.

Creating the keyboard shortcut for running MultiSwitch

If you don't know how to create keyboard shortcuts, this section's for you. If you do know how to do this, you don't need to read any further!

I'm working in Word 2016 on a PC. If you are too, the instructions are as follows:
  • In Word, select ‘File’, ‘Options’, ‘Customize Ribbon’ (1). 
  • Click on ‘Customize’ (2). A new box will open up entitled ‘Customize Keyboard’.
  • In the ‘Categories:’ window (3), scroll down and select ‘Macros’.
  • In the ‘Macros’ window (4), select ‘MultiSwitch’.
  • Finally, choose your preferred keyboard combination by typing it into the ‘Press New Shortcut Key’ window (5).
  • Select ‘Assign’ and ‘Close’.

​(If you are working in a different version of Word, see pp. 14–15 of the ‘ComputerTools4Eds’ file in the Macros folder that you've downloaded from Paul’s site in order to install this macro. There, he provides details of the process for different versions of the software.)

The image below shows how I assigned a keyboard shortcut to another macro called ‘UndoHighlight’. The steps are exactly the same.
Picture

About Louise Harnby

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) and co-hosts The Editing Podcast.

  • Get in touch: Louise Harnby | Crime Fiction & Thriller Editor
  • Connect: X @LouiseHarnby, Facebook and LinkedIn
  • Learn: Books and courses
  • Discover: Resources for authors and editors

2 Comments

Using proofreading macros: Highlighting confusables with CompareWordList

22/1/2016

11 Comments

 
Every writer, copy-editor and proofreader comes across words that are used correctly but spelled incorrectly (typos), but we also have to look out for words that are spelled correctly but used incorrectly – this is the world of confusables.
Picture

What are confusables?

Some confusables are not only spelled differently, they sound very different too, e.g. imply/infer; militate/mitigate; reactionary/reactive. In this case, the writer might have misunderstood the meaning.

​
Some confusables are homophones – words that are spelled differently but sound the same, e.g. rein/reign; stationary/stationery; prophecy/prophesy; loath/loathe. In this case, the writer understands the different meanings, but is unsure of the appropriate spelling.

Then there are errors that are simply a result of hands moving too fast over a keyboard – the meanings and correct spellings are known to the writer, but, in their haste, perhaps they’ve transposed a couple of letters or omitted a character.

​Or it may be that the automatic spellcheck has kicked into gear and the writer hasn’t noticed the problem because they’re concentrating on the bigger picture. Examples might include e.g. filed/field; adverse/averse; pubic/public.

Blind spots

Writers aren't the only ones with blind spots. Editorial pros do too. It’s our job to spot these problems and fix them.

​However, we’re only human and most of us have a few blind-spot words that our eyes are, on occasion, less likely to notice, even though we do know the differences in meaning and spelling.


My own blind spots are gaffe/gaff, brake/break and peek/pique/peak. I don’t know why my eye doesn’t spot these pesky confusables as readily, especially when the likes of compliment/complement or stationary/stationery scream at me from the page!

However, I accept that I do have blind spots and have taken steps to ameliorate the problem with a little mechanical help – the 
macro.

How can macros help?

Using macros enables us to identify possible problems before we get down to the business of actually reading, line by line, for sense.

Every time we find an error, we have to think about it and decide whether to amend. By reducing the number of interruptions, we can focus our attention on the flow of the words in front of us and increase efficiency.

For this reason, I, like many of my colleagues, run my macros at the beginning of a project (though I often repeat the process at the end stage too).

My preferred tool

CompareWordList is currently my preferred tool simply because of how easy it is to create and update my own list of words to be checked – words that can, on occasion, be blind spots for me.

As I’ll show below, customizing the list of confusables doesn’t require me to amend the script of the macro once it’s installed. Instead, all I have to do is amend a basic list in a Word document – nice and simple!

1. Create your list of confusables

The first thing to do is to create a list of the words you want the macro to find, and highlight, in a Word document.

  • Simply open up a new Word document, give it a name (I called mine “confusables”), and save it in your preferred folder (I chose to save it in my Macros folder, but you can save yours wherever you want).
  • Make a note of the location of your document (for example, mine is in c:\Users\Louise\Dropbox\Macros\confusables.docx).

​For speed, and so you can see the basic format of the list, you can download a copy of a list 
here. If you want to rename it, do so. Then add words, or remove them, as you see fit.

​2. Get, and tweak, the code

Visit “Highlight Words from a List” and copy the code. If you’re completely new to installing macros, just paste the script in a Word document for now so that you can tweak it easily.

​Below is a screenshot of Wyatt's code. The highlighted sections show where I’ve tweaked the code to suit my own needs.
Picture
Screenshot of Allen Wyatt's CompareWordList macro code

​Tweaks to consider
(1)  I’ve changed Wyatt's code (as per his suggestion) so that it describes where my list of confusables is located: sCheckDoc = "c:\Users\Louise\Dropbox\Macros\confusables.docx". You’ll use the location you made a note of when you created your own list (see the section above – Using CompareWordList 1: Create your list of confusables).

(2) Wyatt's code emboldens the words found by the macro; I wanted them highlighted so I replaced the highlighted text as follows: .Replacement.Highlight = True.

(3) I changed the Match Whole Word instruction to False because I wanted the macro to find part words. This, of course, will pull up some false positives but it was the easiest solution I could find.

(4) I also changed the Match Case instruction to False.

Now that you’ve tweaked the code to suit your own needs, you’re ready to install it (the basic, step-by-step instructions below are provided for the benefit of those who are completely new to macro installation).

3. Install the code

With Word open, open the “View” tab and click on the “Macros” icon on the ribbon.
Picture
This will open up a new window.

If you don’t have any macros already loaded:
  • To get you going, create a test macro that you can delete later.
  • First, make sure the Normal.dotm template is showing in the "Macros in:” box.
  • Type TEST into the “Macro name:” box.
  • Click on the “Create”. Your TEST macro will now show up. From now on, it’ll be easy as pie to add additional macros.
Picture
If you have macros loaded (your TEST macro or any other):
  • Click on “Edit”.
Picture
This will open up a further window:
Picture
  • If necessary, use the scroll bar to take you to the bottom of the text.
  • Paste the CompareWordList script at the end, under “End Sub”
  • Close the window using the X in the top right-hand corner.

The installation is now complete.

Running CompareWordList

  • Open the Word file in which you want to locate potential confusbles.
  • Click the “View” tab.
  • Click the “Macros” icon on the ribbon.
  • Select "CompareWordList" from the list.
  • Click “Run”.

Removing highlights one by one

Here’s a tiny macro that I recorded to remove a highlight as I move through a Word document. Installing this means I simply have to click on a highlighted word and run the macro.

Assigning a shortcut button (see below) makes the job easy and efficient. I decided on Alt H because I don’t have that keyboard shortcut assigned to any function that I carry out regularly.
Sub UndoHighlight()
'
' UndoHighlight Macro
'
'
    Options.DefaultHighlightColorIndex = wdNoHighlight
    Selection.Range.HighlightColorIndex = wdNoHighlight
End Sub
To install: Simply copy the red script above and install it in the same way that you installed the CompareWordList macro.

To create a shortcut key: In Word, select File, Options, Customize Ribbon (1). Click on Customize (2). A new box will open up entitled “Customize keyboard”. In the Categories window (3), scroll down and select Macros. In the Macros window (4), select UndoHighlight. Finally, choose your preferred keyboard combination by typing it into the Press New Shortcut Key window (5). Select Assign and Close.
Picture
To remove ALL highlighting in one go: For this job, Paul Beverley’s your man. A huge number of macros are available via his website: Word Macro Tools.

Hope you find this useful!

About Louise Harnby

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) and co-hosts The Editing Podcast.

  • Get in touch: Louise Harnby | Crime Fiction & Thriller Editor
  • Connect: X @LouiseHarnby, Facebook and LinkedIn
  • Learn: Books and courses
  • Discover: Resources for authors and editors

11 Comments

A nifty little proofreading and editing macro: ProperNounAlyse

8/10/2015

9 Comments

 
If you proofread or copyedit fiction or non-fiction, or you're self-editing your own books, here's a macro that will highlight potential inconsistencies in proper-noun usage.
Picture

About this macro

ProperNounAlyse was created by my colleague Paul Beverley, and it’s just one of a huge number of macros available on his website: Word Macro Tools.

I've written this post for the person who doesn't use macros and is nervous about trying. I think it’s such a shame when a fear of tech leads to lost opportunities for those who want to increase productivity (which is great for the editorial pro) and improve quality (which is great for the client).

Why bother? Three reasons

Reason 1
ProperNounAlyse is easy to install, even for those with absolutely no technical savvy, and quick to run.
Reason 2
It’s great for picking up inconsistencies in proper nouns (even double words, e.g. Louise Harnby vs Louise Hornby) while allowing you to maintain complete control over the text.

This is because it’s not changing anything in the document you’re working on; rather, it works through the text in a Word document and provides a summary analysis of what it finds.

​That leaves you free to identify what needs sorting and what needs leaving well enough alone. I find it particularly useful when I'm proofreading fiction with lots of characters whose names may inadvertently end up being spelled slightly differently.

​A writer can become so immersed in the story they’re building that these kinds of slippages are easily missed. And even the best professional proofreader is only human, so using a little bit of simple tech to complement the eyes and brain makes good sense.
Reason 3
While you’ll find it useful for paid work, it’s also a sharp little tool for providing insight into the state of a file you’re being asked to quote for.

​One of my colleagues routinely runs this in conjunction with another couple of macros in order to get an overview of the author’s consistency. I've taken a leaf out of her book and started using ProperNounAlyse in this way too.

Installing ProperNounAlyse


After you've downloaded the macro from Paul's website, use Word’s navigation menu (or Ctrl F on a PC) to open the Find function. Type “Sub ProperNounAlyse” into the search field and hit Return. That will take you to the start of the relevant script.

Select and copy the script from “Sub ProperNounAlyse()” down to “End Sub”. Paul’s helped us out by highlighting the name of each new macro.

Still with Word open, open the “View” tab and click on the “Macros” icon on the ribbon.
Picture
This will open up a new window.

If you don’t have any macros already loaded:
  • To get you going, create a test macro that you can delete later.
  • First, make sure the Normal.dotm template is showing in the "Macros in:” box.
  • Type TEST into the “Macro name:” box.
  • Click on “Create”. Your TEST macro will now show up. From now on, it’ll be easy as pie to add additional macros.
Picture
If you have macros loaded (your TEST macro or any other):
  • Click on “Edit”.
Picture
This will open up another window:
Picture
  • If necessary, use the scroll bar to take you to the bottom of the text.
  • Paste the ProperNounAlyse script at the end, under “End Sub”.
  • Close the window using the X in the top right-hand corner.

​The installation is now complete.

Running ProperNounAlyse

  • Open the Word file you want to analyse.
  • Click the “View” tab.
  • Click the “Macros” icon on the ribbon.
  • Select "ProperNounAlyse" from the list.
  • Click “Run”.
Picture

The macro in action

Below is a simple word list of proper nouns with lots of inconsistencies – differences in accent use, apostrophe use and spelling.
Picture
I run ProperNounAlyse on the document. It analyses the text and then creates a new Word file with the following results:
Picture
Picture
I’m provided with an at-a-glance summary of potential problems that I need to check. It may be that the differences identified are not mistakes, but I know what to look for.

“I don’t need to use techie tools … my eyes are good enough”

Macros don’t get tired. Macros don’t get distracted. I don’t believe any proofreader who claims they can do as good a job with their eyes alone as they can do with their eyes and some electronic assistance. It’s a case of using these kinds of tools as well as, not instead of, the eyes and brain.

I could have relied on my eyes to find all of the above problems, and in a small file I would hope to have hit the mark 100%. But if I’d been working on 100,000 words of text, and there were twenty key characters, a plethora of grammatical glitches, two major plot holes, numerous layout problems, and a mixture of hundreds of other inconsistencies regarding hyphenation, capitalization, punctuation and regional spelling variation, there would have been a lot of problems to solve; I want to utilize every tool available to help me do that.

Yes, my eyes and brain are two of those tools. But using macros like ProperNounAlyse and others (PerfectIt, for example, just because it’s another favourite!) speeds me up, pure and simple, and massively reduces the chance of a miss.

I ran ProperNounAlyse on a recent fiction proofread for an independent author who is a phenomenally good writer – great plot, excellent pacing, engaging characters. But he was so busy crafting the 95,000 words it took to build a fantastic story that he’d introduced a lot of proper-noun inconsistencies. That’s fine – it’s not his job to deal with these; it’s mine. It took me minutes, rather than hours, to locate them and deal with them. And I know I found them – every one of them.

What will the client remember?

If you’re still reluctant to try out ProperNounAlyse (or any other editorial tool for that matter), consider this: What will the client remember? The three hundred mistakes that you spotted or the three howlers you missed?

​When it comes to proper nouns, especially in large volumes of character-based editorial work, it’s too easy to miss a discrepancy. And character names stand out to readers. Taking just a few minutes to run a simple-to-use macro might determine whether your client thinks your work was pretty good or outstanding.

Which of those is likely to gain you a repeat booking or a referral to another potential client?

About Louise Harnby

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) and co-hosts The Editing Podcast.

  • Get in touch: Louise Harnby | Crime Fiction & Thriller Editor
  • Connect: X @LouiseHarnby, Facebook and LinkedIn
  • Learn: Books and courses
  • Discover: Resources for authors and editors

9 Comments
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