Louise Harnby | Proofreader & Copyeditor
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The Proofreader’s Parlour 

A BLOG FOR EDITORS, PROOFREADERS AND WRITERS

Business tools for editors and proofreaders

6/11/2016

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Useful editorial software, resources and templates
I've expanded my Resources page to provide fellow editors and proofreaders – particularly new entrants to the field – with a one-stop shop for some of the business tools I've created.
Editorial business resource tools
I'll keep adding to this editor resource hub as new tools become available. In the meantime, this is a flavour of what's on offer:
  • An editorial invoice template (UK version; if you live outside the UK, your tax authority might require the inclusion of different information). The template includes dropdown boxes to speed up invoice-building for regular clients (Excel)
  • PDF proofreading stamps
  • An editorial accounts-and-scheduling template (Excel)
  • An editorial style-sheet template (Word)
  • An editorial progressive-pricing-array template (Excel)
  • A list of national editing and proofreading societies
Where appropriate, I've included the raw Excel or Word files, rather than PDFs, so that you can amend for your own needs.

Visit the Editor Resources page to access the links.

Louise Harnby is a fiction copyeditor and proofreader. 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 & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.

If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources.

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Another useful proofreading/editing macro: Paul Beverley’s MultiSwitch

2/11/2016

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Macro for editors and proofreaders
MultiSwitch is another gem of a macro created by my colleague Paul Beverley.

It’s available in his free book, Computer Tools for Editors.
 
In a nutshell, it 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.

​So 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.

I’m currently working on an 85K+ academic book in Word – multiple authors, some whose first language isn’t English. The publisher is a stickler for the which/that and last/past prescriptions, even though many in the UK are a little more forgiving. There are hundreds of instances, and MultiSwitch is saving me soooo much time!
 
Give it a whirl!

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 Ctrl Q, 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. My list currently includes the following switch options: 
  • that – which
  • which – that
  • last – past
  • like – such as
  • less – fewer
  • Less – Fewer
However, I’ll be adding more as and when I need to. Again, further down, I explain how to create your list – it’s a doddle.

Installing MultiSwitch
Go to Paul’s website and download Computer Tools for Editors.

Save the zipped folder to your computer and extract three files: one is an overview of the macros – what they are, what they do, how to store them and so on – plus all the programs themselves; another contains just the actual macro programs; a third is called ‘Beginners Start Here’; and the final file is a style sheet. The file you need to open in Word is ‘The Macros’.

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 something meaningful (mine’s called LHSwitchList). 

Create your list using the following style:

that
which

which
that

last
past

like
such as

less
fewer

Less
Fewer

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 as you see fit.

Changing the MultiSwitch script
Now you're going to make two small amendments 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 11.05.16
‘ Scripted word/phrase switching

maxWords = 4
listName = “LHSwitchList”
' Set min number of chars for an abbreviation
minChars = 2

myDir = “C:\Users\Louise\Dropbox\Macros\”

The text in red shows how I’ve customized the script to suit my needs – you need to put in your own switch-list file name and 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
That's it! I hope this macro saves you as much time as it's saving me!

Louise Harnby is a fiction copyeditor and proofreader who specializes in helping self-publishing writers prepare their novels for market.
​
She is the author of several books on business planning and marketing for editors, and runs online courses from within the Craft Your Editorial Fingerprint series. She is also an Advanced Professional Member of the Society for Editors and Proofreaders. Louise loves books, coffee and craft gin, though not always in that order.

​Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.

If you're an author, take a look at Louise’s Writing Library and access her latest self-publishing resources, all of which are free and available instantly.
Sign up to Louise's blog

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Link of the week: The Chicago Manual of Style Online

6/10/2016

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Chicago Manual of Style Online
I can't quite fathom how I've curated this blog for so long and never featured The Chicago Manual of Style Online.

Here are just three reasons why I love it:
  1. I work with a lot of independent fiction authors. And although I'm based in the UK, around half of my clients live in the USA. CMOS Online is my go-to style guide unless they ask me to use something else.
  2. It's sooooo easy to search, and really comprehensive! On the very few occasions that I haven't been able to find the answer I'm looking for in the main directory, the Q&As have come up trumps.
  3. At US$35 per year, it's superb value. (Yes, of course I wish it was free, but let's not be greedy!) That's a worthwhile investment because I can justify the stylistic decisions I make to fledgling authors in the knowledge that those choices are industry-recognized. And, anyway, you don't have to stump up the cash immediately; there's a 30-day free trial.
None of the above will be news to readers whose editorial businesses are well established. But if your proofreading or editing business is fairly new, and you're thinking about which style guides to invest in, CMOS Online is definitely one to consider, especially if you want to feel comfortable working with international authors who write fiction and commercial non-fiction.

CMOS Online isn't the only tiger in my tank, of course. New Hart's Rules and the Publication Manual of the American Psychological Association are two more resources that I often refer to.

There are many other style manuals that a client might ask you to follow, depending on the material and the intended audience. ​Ultimately, what you invest in will be determined by your target clients' preferences.

Louise Harnby is a fiction copyeditor and proofreader. 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 & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.

If you're an author, you might like to visit Louise’s Writing Library to access my latest self-publishing resources, all of which are free and available instantly.
Subscribe to Louise's blog

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Using a progressive-pricing array formula in Excel to create proofreading project fees

23/9/2016

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Here's how to create ballpark prices for proofreading and copyediting using Excel.
Pricing array formula for proofreaders
There have been some interesting discussions about pricing models in the online editorial community recently.
  • My colleague John Espirian, a specialist technical writer, prefers per-project fees for long jobs (‘How do technical writers charge?’).
  • One of my own specialisms is proofreading for independent fiction authors. I prefer to build my quotations based on a word count.
  • Then again, I know copy-editors who prefer to build their quotations based on the total number of hours a project will take.

​If you prefer a per-word model, then you may like to consider using a progressive-pricing array formula. It’s not the only way of doing things, certainly, but it’s something I’ve tested and am currently working with. I like this model because it incorporates economies of scale.
 
Before I explain how the progressive-pricing array works, a very quick word on price presentation versus determination.

Price presentation versus determination
Price presentation and determination are two different things.
  • How we present our quotations to clients should be determined by what our clients have asked for. If the client has asked for an estimated bottom-line project fee in euros and I respond with a £ per 1,000 words figure, I’m not going to instil confidence in them that I can follow a brief.
  • How we determine a price should be based on our own needs and requirements. Once we’ve determined what the price will be, we can present it in the way that our client has requested.

Economies of scale
When a proofreader is working on larger projects, there are economies of scale. I’m currently working with an independent fiction author on nine books (which I’m proofreading over a five-month period).

Most of the projects are between 70,000 and 80,000 words in length; a couple are around the 50,000-word mark; and one is a short story with just over 10,000 words. All of the books feature the same central protagonist and a small cast of supporting characters.
 
The serial nature of the content, the reappearance of key characters, and the concentration of action in predominantly one fictitious location all serve to save me time as I move through each book. This means:
  • I don’t have to build a style sheet from scratch.
  • The author’s preferences are stable.
  • I’m getting to ‘know’ the characters so I spot inconsistencies more quickly and easily as time goes on.
  • I’m increasingly familiar with the author’s writing style, so there’s less head-scratching time.

Even so, the average number of words proofread per hour was fewer for the 10K-word short story than for the previous 70K-word novel. And in the first few hours of working on the the 70K-word novel, I proofread fewer words per hour than was the case in the hours that followed.
 
That’s because, even with all the benefits of working on a series, each book still needs a certain amount of ‘stuff’ done to it in its own right:
  • Overall layout and consistency checks.
  • Wildcard searches and macro runs that help me spot and solve global problems efficiently.
  • Plus, of course, the actual word-by-word proofread for grammar, spelling and punctuation issues.

If we take the series element out of the equation, and compare the proofreading of two books in a similar genre for two separate authors, the impact of project length for the proofreader can become even more stark.
 
Consequently, I want to price the 30K-word novella differently from the 100K-word tome. It’s for this reason that while I like to build my quotations on a per-word basis, I don’t want something as straightforward as a £6, £8 or £10 per 1,000 words model. Instead, I want something that respects the economies of scale that come with larger projects. This is where the array comes into its own.

How does a progressive-pricing array formula work?
An array formula can look at a number (a word count, in our case) and then, based on a set of ranges that we’ve provided, price those ranges accordingly. Here’s a very basic example. You might set up your array such that the following are true:
  • First 5,000 words are priced at £25 per 1,000 words.
  • The next 10,000 words are priced at £10 per 1,000 words.
  • The next 20,000 words after that are priced at £7 per 1,000 words.
  • The next 50,000 words after that are priced at £6 per 1,000 words.

This would result in the following quotes:

(1) If you were asked to provide a quotation for proofreading a 2,000-word article, the price would be £50 (£25 per 1000 words).

(2) If you were asked to quote for a 10,000-word short story, the price would be £175. This is based on:
  • £25 per 1,000 words for the first 5,000 words (£125)
  • plus £10 per 1,000 words for the remaining 5,000 words (£50)

The average price per 1,000 words works out at £17.50.
 
(3) If you were asked to quote for a 70,000-word book, the price would be £575. This is based on:
  • £25 per 1,000 words for the first 5,000 words (£125)
  • plus £10 per 1,000 words for the next 10,000 words (£100)
  • plus £7 per 1,000 words for the next 20,000 words (£140)
  • plus £6 per 1,000 words for the next 35,000 words (£210)

​The average price per 1,000 words works out at £8.21 and reflects the economies of scale that the proofreader will be able to benefit from because of the size of the book.

A progressive-pricing array formula in action
I’ll admit that it did take some fiddling to get the actual formula working for me. I used this as my template: ‘Progressive Pricing Formulas For Excel’ (www.cpearson.com).

The example given is similar to the setup I wanted for my own quotation tool, and it provides a formula that I was able to tweak for my own data. See also my downloadable sample below.

Here's a screen shot of what a progressive-pricing array formula might look like in Excel.
Picture
And here's an Excel template you can download and adapt to suit your own preferences. Note that you'll need to look carefully at, and amend, the array-formula box to ensure that the cell descriptions are correct for your data (that's the fiddly bit!).
progressive_pricing_array_sample.xlsx
File Size: 11 kb
File Type: xlsx
Download File

One size doesn’t fit all
The usual caveat applies – my way certainly isn’t the best way or the only way! It’s just one approach of several. I wanted to share my experience with you so that if you fancy testing a progressive-pricing array, you have a framework to get you started.

In practice, you might want to build more ranges into your array formula to provide increased flexibility. The numbers I’ve used above are just for illustrative purposes.

I find the array formula useful for ballpark quotations because I want to provide a quick quote based on a word count. Obviously, any professional proofreading project needs to be evaluated on more than just a word count before terms are agreed and confirmed.

Those editorial professionals working with complex projects that require varying levels of intervention might find a progressive-pricing array formula far too limiting. It functions well for me as a proofreader because of the nature of my work.

I do, however, have different arrays set up for different client types (e.g. students for whom English is a second language; independent authors whose first language is English) and for different levels of proofreading service.

​The prices I assign to the various ranges are different in order to reflect the variances in how I work with the text and the speed at which I am able to proofread.

How do you build a price for editorial work?
How do you build your quotations? Per hour, per word, per day, per project? Have you tested different approaches for building your fees? And do you find that different models work better for different types of editorial work?
 
I think that, at the very least, we should test our pricing models. I’ve written about this in more detail on the An American Editor blog: ‘The Proofreader’s Corner: Testing Editorial Pricing Models’.
 
I’m always interested in learning how others go about pricing editorial work so please do leave a comment if you have something to share. 

Louise Harnby is a fiction copyeditor and proofreader. 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 & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.

If you're an author, take a look at Louise’s Writing Library and access her latest self-publishing resources, all of which are free and available instantly.
Sign up to Louise's blog

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Link of the Week: New editorial freelancing start-up guide – Going Solo

15/9/2016

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Going Solo: Creating your freelance editorial business is a new 52-page guide to building a proofreading or copy-editing business from the ground up.
 
Written by my colleague Sue Littleford, owner of Apt Words and an Advanced Professional Member of the Society for Editors and Proofreaders (SfEP), the guide covers business planning, editorial knowledge acquisition, financial issues, client sourcing, and time management. (Note that the tax info is specific to the UK market.)
 
At only £6 for a hardcopy (£5 for a PDF), the guide is a must-have for anyone considering making a career transition to editorial freelancing.


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.

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Career-development spotlight: Mary McCauley

5/9/2016

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A note from Louise: In 2013, I published my first book – an introductory editorial business-planning guide entitled Business Planning for Editorial Freelancers. I wanted to provide readers with a real-world view of what it’s like to enter the world of editorial freelancing.

Three of my colleagues were kind enough to act as case studies, sharing insights into their experiences of building an editorial business: Johanna Robinson, Mary McCauley and Grace Wilson. At the time of publication, all three were relatively new to the field (their start-ups were under two years old). Each of them created vibrant, successful editorial businesses, working with a range of clients across the UK and Ireland. Their candid accounts illustrated the challenges of editorial freelancing – but also suggested how the path to success could be achieved through determination, skills acquisition, strategic planning and targeted marketing.

Here we are three years later in 2016. My colleagues left behind their new-starter status a long time ago. They’re now established editorial business owners who are not only working for paying clients but also helping less experienced colleagues navigate their way through the world of editorial freelancing via training programmes and conference presentations.

It’s therefore with great pleasure that I hand now you over to Mary McCauley of Mary McCauley Proofreading. Below, Mary tells us what’s changed and what’s stayed the same; how her business has developed; what she’s learned; and what her plans are for the future …

It’s nearly four years since I first wrote a guest article for The Proofreader’s Parlour on how I set up my editorial business, and subsequently appeared as a case study in Louise’s debut book Business Planning for Editorial Freelancers. It feels like a lifetime ago; back in December 2012, I never imagined how my editorial journey would continue. Thankfully, it has been a good four years for me.
 
What has and hasn’t changed since I started out in 2012
Business hours
I have moved to full-time hours and my work schedule has been more or less fully booked up for the past two years. However, I no longer regularly work weekends unless I have agreed a premium rate with my client. As for most people setting up a business, the early years involved long hours of work and weeks without a break. This worked for a while, but I learned that I cannot work that way indefinitely; I need regular time away from my desk or I can’t do my best work. And as my turnover has increased year on year as my business grows, I’m now able to take proper holidays at Christmas and during the summer.
 
Services offered
When I started out in 2012, my main service offering was proofreading and a little copy-editing; now copy-editing work has overtaken proofreading. I also offer some project management services (including liaison with typesetters, designers and illustrators; picture research; and artwork coordination), as well as e-book conversion review services.
 
Additionally, I’ve become involved in training delivery. In June 2014, I was invited to present an editing masterclass for fiction authors at our local Wexford Literary Festival. Not long after, I presented a Marketing Tools for the Freelance Editor seminar at the 2014 SfEP conference and, while it was a daunting but exhilarating experience, I learned a lot from it. Last year I was approached by Irish writer and lecturer Claire Keegan to teach a two-day course on grammar, punctuation and style to her students. It went well and we ran the course again earlier this year. The Wexford Literary Festival invited me back this summer as a panel member for an Industry Experts Q&A discussion and I’m also a regular guest speaker on my Local Enterprise Office’s Start Your Own Business course. More recently, I’m signed up as a speed mentor at this year’s SfEP conference. So through contacts and referrals I’ve slowly gained experience in editorial and editorial-business training, and I’m interested in how I might further develop it as a business offering.
 
My clients
At the start, I cast my net wide in search of clients – anything to get experience. I have since narrowed down my client base. On the fiction side, the majority of my work is for independent authors. Not all of these wish to self-publish; some are preparing their manuscript for submission to an agent, publisher or competition. On the non-fiction side, while I also work with independent authors, the majority of my clients are businesses, public sector bodies and publishers. Due to schedule constraints and short turnaround times, for the moment I no longer work for students.
 
Continuing professional development (CPD)
Investing in quality training has been a priority for me over the past four years and my short-term aim is to continue to invest in learning new skills in a bid to expand the range of services I offer. I’ve completed six editorial courses (SfEP/PTC/Publishing Ireland) since 2012. Each has directly helped pay for itself; for example, the SfEP’s On-screen Editing 1 helped me work more efficiently and thus earn a better rate, while the Publishing Training Centre’s (PTC) Rewriting and Substantive Editing course gave me the confidence to take on an well-paid editing project I otherwise wouldn’t have.
 
Recently, AFEPI Ireland members have been able to take advantage of the PTC courses now running at the Irish Writers Centre in Dublin. Ireland-based editors can now avail themselves of these without travelling to the UK as many would have done in the past. The courses also have the added benefit of presenting an opportunity for freelance and in-house editors to meet.
 
I regularly learn new ideas and tips from the AFEPI Ireland/SfEP/EAE forums and save shared links for future reference. I find these forums an invaluable source of CPD.
 
Professional membership and networking
Though it is one of my larger yearly expenses, I value my membership of both AFEPI Ireland and SfEP. The support of Irish and UK colleagues, and colleagues further afield, has been one of the most warming experiences of setting up my business. Catching up with AFEPI Ireland friends and colleagues at meetings and training courses in Ireland has been wonderful and energising, and I always come away having learned something. Attending the 2014 SfEP conference in London was an unforgettable experience and I finally understood what ‘finding your tribe’ means.

Marketing
I joined Twitter in 2012 and continue to find it a useful learning platform that has helped me meet and interact with publishing professionals in Ireland and abroad.

When I receive business enquiries I always ask how the person found me, as I need to know which of my marketing efforts are working. The majority of my enquiries come via my website, which enquirers say they found following a Google search. My website’s probably due an overhaul but I’m pleased with how it has worked for me. I also started my own blog, Letters from an Irish Editor, at the start of 2014. I admit I really struggle to find the time to post regularly (it takes me several hours to write a single article!) but as there is always increased traffic to my website when I do, I’ll battle on.
 
When I upgraded to Professional Member status, I took out an entry in the SfEP Directory and I’ve seen some enquiries and work from this direction. After my website, most enquiries come via my AFEPI Ireland Directory entry and from referrals from colleagues. I think my AFEPI Ireland entry is more successful than my SfEP one due to my location, both in terms of my Irish clients preferring an Ireland-based service, but also from a currency point of view.
 
I have had a listing on Find A Proofreader since 2012; as well as receiving the regular job postings I’ve also had direct enquiries and work from it. While a lot of the jobs have too short a turnaround time for my schedule, my entry helps with my website SEO, so at the current advertising rate I find it’s worth the cost.
 
What I’ve learned since 2012
While I’ve continued to work extremely hard to grow my business and client base, the most important thing I’ve learned is to recognise valuable clients and to pursue a client base that offers me the best rates and projects. As I’ve gained experience and undertaken additional training, I’ve become more confident in my editorial and business abilities and in the worth of my service offering when quoting to clients. I’ve come to realise that some clients cannot afford or are unwilling to pay for my services and that if I clog up my schedule with low-paying projects, I won’t have the capacity to work on a more desirable project when it presents itself.
 
Keys to success
The following are key ideas/values that I believed in and tried to pursue from the start and which have proven invaluable to my business during the past four years:

  1. Good customer service and reputation are essential for business success.
  2. Training pays for itself in the long run and facilitates the introduction of new services.
  3. Interacting with trusted colleagues is a valuable source of support and work.
  4. It is important to trust your business instinct.
  5. Recognising and seizing an opportunity when it presents itself is essential for business growth.
  6. Extensive use of macros has a direct positive impact on your profitability.
 
Personal highlights of the past four years
  1. Starting my blog in January 2014
  2. Upgrading to Professional Membership of the SfEP in February 2014
  3. Making some wonderful friendships in the editing community
  4. Attending the 2014 SfEP conference and presenting a seminar
  5. Helping to establish and initially run the AFEPI Ireland Twitter account
  6. Expanding my range of services
  7. Being able to take holidays from work
  8. Being invited back as a speed mentor at the 2016 SfEP conference
 
Plans for the future
  1. Upgrade to Advanced Professional Member of the SfEP
  2. Continue to market my business to gain more valuable clients and to safeguard against client attrition
  3. Complete a Train The Trainer course​

Mary McCauley runs an editorial business providing project management, copy-editing and proofreading services to authors, publishers, corporate clients and public sector bodies. She is a Full Member of the Association of Freelance Editors, Proofreaders and Indexers (AFEPI Ireland) and a Professional Member of SfEP.

She has taught self-editing courses as part of the Claire Keegan Fiction Clinic series, and has presented seminars at the Wexford Literary Festival and the SfEP’s 2014 conference. She is a regular guest speaker on her Local Enterprise Office’s Start Your Own Business course.

Mary lives near Wexford in the south-east of Ireland. You can contact Mary at info@marymccauleyproofreading.com, through her website Mary McCauley Proofreading, or via LinkedIn, Twitter, Facebook and Google+.

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Business-planning and marketing omnibus: SfEP conference discount voucher

20/7/2016

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If you're a newbie editorial freelancer and are attending this year's annual Society for Editors and Proofreaders' conference in Birmingham, come and grab one of these little voucher cards from me. The voucher entitles you to a 20% discount on the PDF omnibus edition of my business-planning and marketing books.
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I'll be arriving on Friday 9 September and leaving on Monday 12 September. If we don't run into each other during one of the sessions, you'll be able to find me by the bar or the coffee machine during the conference!

I'll also be co-hosting a speed session for newbies in which Liz Jones (pricing), Sue Littleford (finance) and I (marketing) will focus on talking you through the basics of building, managing and growing your new editorial business with confidence and enthusiasm: Speed start-up: things newbies need to know.

We look forward to meeting you in September and hope you'll join us for our session!

Louise Harnby is a professional proofreader and the curator of The Proofreader's Parlour. She is also the author of Business Planning for Editorial Freelancers, Marketing Your Editing & Proofreading Business, and Omnibus: Editorial Business Planning & Marketing Plus.

​Visit her business website at Louise Harnby | Proofreader, follow her on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.

Blog home page ● Money matters ● More business tips ● More on marketing ● More on proofreading ● Starting out


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PerfectIt 3 – must-have software for the editorial freelancing pro

1/7/2016

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PerfectIt is my go-to editorial software when I'm copyediting and proofreading in books Microsoft Word. Here's why I think you should use it ...
PerfectIt: must-have tool for editors and proofreaders
Needless to say, this review only scratches the surface – to understand all of the tests and checks that PerfectIt can do for you, you really need to get stuck in and play with it.

I’m not going to use this article to provide an instruction manual for how to use PerfectIt – the developer, Daniel Heuman, has provided plenty of guidance on the Intelligent Editing website and a stack of video tutorials on the Intelligent Editing YouTube channel.

What I will do is highlight the new features that I find most useful when proofreading and copyediting for those clients who want me to work directly in Word. Readers who are specialist copy-editors or who have different client groups may well have different preferences.
​
Disclaimer: I have a PerfectIt licence and am a long-time user of the software. However, the developer has not asked me to write this review, nor have I been remunerated in any way for doing so.

The views expressed herein are mine and based solely on my experience of using PerfectIt on a regular basis.


What is it?
For those readers who are not familiar with this software, PerfectIt 3 is a sophisticated consistency checker. By customizing its built-in style sheets, or creating your own, you can define your preferences and let PerfectIt locate variations and possible errors.

Note: PerfectIt is not compatible with Macs. If you’re a Mac user, you’ll need software that specializes in enabling Windows applications to be run on a Mac (e.g. VMware Fusion or Parallels).

What's so brilliant about PerfectIt 3?
There are two reasons why I fell in love all over again.
  1. I got better at using Word’s find/replace wildcard search function, thanks primarily to Jack Lyon’s free Advanced Find and Replace for Microsoft Word (an updated and expanded version is available from Amazon for US$9.95: Wildcard Cookbook for Microsoft Word) and chin-wagging with my pals from the Society for Editors and Proofreaders’ local group in Norfolk.
  2. Daniel Heuman added some fabulous new or improved features to PerfectIt 3. These enabled me to take what I’d learned about harnessing the power of Word’s wildcard searches and build that into my customization of PerfectIt.

To get the best out of PerfectIt, you must tell it what you want it to do. That does mean launching one of the style sheets and taking the time to look at all the various options (and there are a lot).

In my early days of using PerfectIt, I didn’t do this. The result was that I didn’t get the most out of the software because it was ignoring inconsistencies (or flagging up false positives) that I'd marked as not relevant, when the opposite was true.

It isn’t that PerfectIt wasn’t working properly, but rather that I wasn’t.

Here are two examples:
  1. In some of the files I work on (e.g. fiction texts), I want to spell out most numbers. Before I started paying serious attention to all the options available for customization in PerfectIt’s Style Sheet Editor,

    I would run the program and find that it missed a lot. It’s only when I studied the Settings and Fine-tuning tabs in the Style Sheet Editor that I realized why.

    I was still asking PerfectIt to ignore numerals under certain conditions – conditions that didn’t apply to the type of work I was doing. By customizing the instructions, I was able to enforce my own preference. All those previous misses turned into hits.

  2. PerfectIt is a Word add-on. If you can’t get the best out of Word, you won’t get the best out of PerfectIt. Until a few weeks ago, I wasn’t utilizing the Wildcards function in PerfectIt’s Style Sheet Editor.

    Cannier users of Word will be shocked that I didn’t know how to locate inconsistencies in author/date in-text citations (e.g. (Harnby, 2013) vs (Harnby 2013) using wildcard searching. I could find the problems in Word but I couldn’t automatically fix them – all the replacing was done manually (yeah, I know!).

    And because I couldn’t do the automatic fix in Word, I couldn’t do the fix in PerfectIt. When I did learn how to do it in Word, I made PerfectIt work harder for me and saved myself a tonne of time.

There’s a developer summary of all the new features and improvements of PerfectIt at ‘What’s new in Version 3’. The following is a brief overview of what I love the most.

Wildcard searches
PerfectIt 3 allows you to harness the power of wildcard searches using exactly the same terms that you’d use in Word.

I love this feature because it means I can work more efficiently – I don’t have to run a set of find/replace searches in Word and then go and do a bunch of other stuff in PerfectIt. I can consolidate all my wildcard searches in one place, which saves me time.

Example: one of my clients has a house style that asks for comma separators in four-digit numbers (e.g. 2,999), but fixed spaces in five-digit (and above) numbers, e.g. 12 999 or 112 999. In Word, the wildcard search is:

FIND: ([0-9]{2,3}),([0-9]{3})
REPLACE: \1^s\2

I can add those exact same instructions into a PerfectIt style sheet, customizing it via the Wildcards section in the Style Sheet Editor. Then, every time I use that style sheet, PerfectIt will test for the pattern in red and adjust the comma to a space.

Note that you can tell PerfectIt to always use comma separators (or alternative renderings) but the wildcard search comes into its own when your house style asks for inconsistency (as in this example).

As my colleague Sarah Patey wisely pointed out, wildcard searches in Word can be problematic when Track Changes is switched on. Word doesn’t always behave itself! However, PerfectIt seems to handle wildcard searches with TC rather better.

Missing brackets and quotation marks
This is a gem for those of us who work on academic projects with lots of brackets (e.g. author/date citations or quoted matter) and those of us who proofread and edit fiction (e.g. dialogue).

To take advantage of this function, launch PerfectIt, select your preferred style sheet and click on the Tests in the sidebar to activate the dropdown menu. Then select ‘Tests and Options’, choose ‘Formatting’ and make sure that ‘Brackets and Quotes Left Open’ is checked.

Oxford/serial comma
The debate about whether the Oxford comma is useful or unnecessary rumbles on in the world of words. No matter – editors and proofreaders often find themselves instructed by their client to use it or bin it (except where enforcing the preference would lead to a lack of clarity).

PerfectIt allows you to set a preference either way – just make sure the test is checked (it’s in the ‘Formatting’ section mentioned above, and that you’ve actually set the preference.

To tell PerfectIt what to do, click on ‘Edit Current Style’ on the top ribbon, choose ‘Settings’, scroll down to ‘Oxford (Serial) Commas’ and make your choice.

Italics
If your client has insisted that a particular word is italicized (or not), you’ll love this function. PerfectIt already has a built-in list of words that can be styled, but you can add your own.

Here’s a quick example: some clients want [sic], some want [sic] and some don’t care as long as it’s consistent. In ‘Edit Current Style’ on the top ribbon, select ‘Italics’. Then choose an existing word or add your own.

You can then tell PerfectIt whether it should be italic, Roman, consistent, or italic at first use only. This is one of those functions that really does save time if you work on lengthy academic texts.

Heading format
Here, again, PerfectIt 3 enables us to harness the power of Word’s styles palette. You can set your preferences for several different heading levels, e.g. sentence case, initial caps on significant words, upper case, or all initial capitals.

As with the italics check, this is particularly useful when working on academic books and theses.

Additionally, those who regularly work with clients who have a specific house style that explicitly defines how heading levels should be formatted (e.g. journal article editors) will love this too, regardless of the length of each individual project they’re working on.

Dashes and non-breaking spaces
These searches are my final wow tools! If, like me, you regularly work on documents riddled with hyphens that should be spaced en dashes or closed-up em dashes, or you want to ensure that all those space-separated numbers and measurements are not going to end up falling over the cliff, you’ll adore this function.

Again, these are issues that can be corrected using Word’s find/replace tool, but being able to consolidate the searches within the PerfectIt platform is simply another time-saver.

The fewer programs I have to use to get high-quality consistency within the framework of my client’s brief, the more time I save and the better my hourly rate.

A few final comments
One of the big plusses of PerfectIt is its stability. Despite the fact that it’s often asked to work on very large Word documents and check a tonne of stuff, it doesn’t crash.

This was true for older versions, and PerfectIt 3 is no different. For me, this is important – I feel confident when I’m using it.

​I also think US$99 for a permanent licence that never expires and permits me to upload PerfectIt onto my laptop and desktop for no extra charge is great value for money. However, I do want that US$99 to offer me a product that’s fit for purpose. PerfectIt 3 is.

If you’re someone who’s reluctant to use software to complement your beady eye, I’d urge you to try this. I don’t say this within the framework of one of those human-vs-machine arguments. Rather, it’s about time.

Even if your eyes are so beady that you will spot every single hyphen that should be an en rule, every double space that should be a single, every missing closing quotation mark, every comma in a large number that should be a non-breaking space, every Mrs. that should be a Mrs, every heading with initial capital letters that should be in sentence case, and so on, using a program such as PerfectIt enables you to make all of those hundreds (perhaps even thousands) of changes more quickly.

That’s something that can’t be argued with – it’s a fact that PerfectIt works faster than my hand, so why would I not reduce the likelihood of eyestrain and RSI by getting it to do the donkey work?

The faster I work to bring high-quality consistency to my clients’ files, the sooner I can get down to the business of actually reading the text word by word and line by line, for sense and context.

​The more efficient I am, the better my hourly rate. Increased efficiency means I can accept more projects from more clients because I have more time.

I want my business to be profitable. I want my clients to be thrilled with the quality of my work, so much so that they retain my services. PerfectIt is one tool that enables those two ‘wants’ to sit at the same table with ease. 

Louise Harnby is a fiction copyeditor and proofreader. 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 & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.

If you're an author, take a look at Louise’s Writing Library and access her latest self-publishing resources, all of which are free and available instantly.
Sign up to Louise's blog

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Instructions for uploading BSI proofreading stamps to PDF-XChange Editor 6.0

11/5/2016

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My colleague Helen Mortimer has kindly supplied instructions for uploading my PDF proofreading stamps into PDF-XChange Editor 6.0 (the latest version of the software).

Don't forget that instructions for the following are also available:
  • PDF-XChange (Pro and the free Viewer; written instructions and video)
  • PDF-XChange Editor 3.0 (courtesy of Steve Hammatt)
  • Acrobat 9 (Standard and the free Reader)
  • Acrobat <9 (Standard and the free Reader)
  • Acrobat X (courtesy of Jenny Macgregor)
See Installation Instructions for Proofreading Stamps for more information.

Louise Harnby is a professional proofreader and the curator of The Proofreader's Parlour. She is also 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.

Blog home page ● Editorial tools ● Proofreading stamps ● More on working onscreen


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Self-publishing: new 10-minute toolkit for print books

5/5/2016

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My new free PDF resource for independent authors is out now: The Mechanics of Self-Publishing Print Books: 10 guidelines in 10 minutes.
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Aimed at writers who want to do their own print formatting – using Word – this PDF toolkit helps the independent, self-publishing author to deliver a professional-looking book to market. The guidelines are based on my own experience of publishing three print books, and my previous career experience within the publishing industry​.

And, because time is precious to us all, I've designed it so that each of the 10 sections can be read in a minute!

If you'd like to download this booklet's sister PDF, visit: The Mechanics of ​Self-Publishing Ebooks: 10 guidelines in 10 minutes

Louise Harnby is a fiction copyeditor and proofreader. 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 & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.

If you're an author, you might like to visit Louise’s Writing Library to access my latest self-publishing resources, all of which are free and available instantly.
Subscribe to Louise's blog

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Importing styles for editing and proofreading in Word 2016

29/4/2016

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If you're a professional proofreader or copyeditor, you probably already think Word's styles function is one of its best functions. Styles save us so much time!

​We used to be able to grab styles from one project and use them in another (by creating Style Sets) and that was a huge time-saver.
How to import styles into Word
I was sorry to lose Style Sets when I upgraded to Office 365 (for PC).

I used to create styles for a particular client, save them as a Style Set, and open them in other files as and when I needed them.

​This came in handy in three situations: 
  • Proofreading and copyediting for clients who sent me multiple chapter files for a single job.
  • Proofreading and copyediting for clients who sent me single files for multiple jobs, sometimes weeks or months apart.
  • Proofreading and copyediting for series authors.

There is a solution for those who are editing or proofreading on a PC using Word 2016. It's a little long-winded compared with the old method, but it does the job.


Either read and follow steps 1–10 below, or watch a short video in which I walk you through the process.

​1. Open up the document you want to import styles from and save it as a .dotx (template). Close this file. Consider naming your new template such that it’s easily identifiable in the future (e.g. PublisherXStyles.dotx or AuthorNameStyles.dotx). I like to keep my style templates in a distinct folder for ease of access.

2. Now open the document you want to import styles into.

​3. Make sure the Developer tab is available on your ribbon. To do this, open Word. Choose File, Options, Customize Ribbon. Ensure that Developer is checked. Click OK.
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4. Click on the Developer tab.
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5. Select Document Template.
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6. Click on the Organizer button.
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7. Select the Close File button.
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8. Now the button has changed to Open File. Click on it and browse for the template you want to import styles from.
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9. After you’ve selected your file, it will show up in the Styles available in: box. In the window above, you’ll see a list of all the styles available for import (use the toolbar to scroll up and down if you can’t find what you want). Now click on the style you want to import and press the Copy button.

​If you want to copy a group of styles next to each other, use Shift-click to select. If you want to copy several styles that are not next to each other, use Ctrl-click to select.

​Bingo – your new styles will show up in the left-hand window of the Organizer box.
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10. Close the Organizer pane and head over to the Home tab on the ribbon. Your imported styles will now show up in the Styles pane.
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Louise Harnby is a fiction copyeditor and proofreader who specializes in helping self-publishing writers prepare their novels for market.
​
She is the author of several books on business planning and marketing for editors, and runs online courses from within the Craft Your Editorial Fingerprint series. She is also an Advanced Professional Member of the Society for Editors and Proofreaders. Louise loves books, coffee and craft gin, though not always in that order.

​Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.

If you're an author, take a look at Louise’s Writing Library and access her latest self-publishing resources, all of which are free and available instantly.
Sign up to Louise's blog

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New for summer/autumn 2016 – Omnibus: Editorial Business Planning & Marketing Plus

9/3/2016

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I'm delighted to announce the forthcoming publication of a PDF omnibus edition of Business Planning for Editorial Freelancers and Marketing Your Editing & Proofreading Business.

Due for launch in late summer/early autumn, the Omnibus will also include a whopping 42 additional chapters of editorial marketing and business-related content that complement the original volumes and that I've published online in the past couple of years.

You can read a little more about the Omnibus here: Omnibus: Editorial Business Planning & Marketing Plus.


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.

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Parlour shortie: Think it’s not a word? Think again

4/2/2016

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If you're a writer or editor who says, "That's not a word!", then this useful link might make you reconsider: OneLook Dictionary Search. (Hat tip to Stan Carey on the Sentence First blog for drawing my attention to it.) 
 
Simply search for your chosen not-a-word and OneLook will provide you with a list of links to dictionaries that provide definitions according to current usage.
 
Of course, that doesn't mean you have to like the word that you think is not a word but that actually is a word. Nor does it mean you have to use it. But not liking or not using a word is not the same thing as denying its existence!
 
The following make for interesting and often entertaining reading (the sometimes passionate comments attached to these posts are worth taking a look at, too):
  • "‘Not a word’ is not an argument" (Stan Carey, Sentence First).
  • "‘Not a word’ is not an argument" (John E McIntyre, Baltimore Sun)
  • "Not a word" (Arnold Zwicky, Language Log)
  • "When is a word not a word? When it doesn't make it into the dictionary" (Max Davidson, Telegraph)
  • "Yes, irregardless is a word" (Jonathon Owen, Arrant Pedantry)
  • "What Do Words Really Mean?" (Victoria Neufeldt, The Editors' Weekly)
  • "How new words are born" (Andy Bodle, Guardian)

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.

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Using proofreading macros: Highlighting confusables with CompareWordList

22/1/2016

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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.
Macro for writers, editors and proofreaders
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).

What’s on offer in the world of confusables?
There are several free macros available to the copy-editor or proofreader who wants to tackle confusables with efficiency. See, for example, the excellent “A Macro for Commonly Confused Words” published by C.K. MacLeod on Tech Tools for Writers (updated July 2015).

Another option, and the one that I’m currently using, is the CompareWordList macro created by Allen Wyatt on WordTips. See “Highlight Words from a List” (updated July 2015). 

As some of you will already know, Wyatt has two WordTips sites; the one you use will be determined by which version of Word you’re running.

The linked article above will take readers to the article written for MS Word 2007, 2010 and above. If you are working with an older version of Word, you’ll need to follow Wyatt’s links to the sister site.
 
Why I’m using Wyatt’s CompareWordList
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!

Using CompareWordList 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.

Using CompareWordList 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.
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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).
​
Using CompareWordList 3: Install the code
With Word open, open the “View” tab and click on the “Macros” icon on the ribbon.
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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.
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If you have macros loaded (your TEST macro or any other):
  • Click on “Edit”.
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This will open up a further window:
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  • 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.
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To remove ALL highlighting in one go: For this job, Paul Beverley’s your man. A huge number of macros are available in his free book, Computer Tools for Editors (available on his website at Archive Publications).

Hope you find this useful!

Louise Harnby is a fiction copyeditor and proofreader. 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 & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.

If you're an author, you might like to visit Louise’s Writing Library to access my latest self-publishing resources, all of which are free and available instantly.
Subscribe to Louise's blog

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The marketing wheel – visualizing your editorial business’s promotion strategy

4/1/2016

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  • “What is marketing?”
  • “What’s the best way for me to market my proofreading business?”
  • “Is it worth using social media to promote my editing business?”
  • “Is directory advertising advisable?”
  • “Must I have a website?”
  • “Is there any point in sending letters to potential clients, given the dominance of email?”
  • “Are business cards old hat?”
  • “Are custom holiday cards or gifts an effective promotion strategy?”
  • “How do I increase my website’s visibility?”
  • “How often do I need to carry out marketing?”
  • “What’s a USP and of what relevance is it to my indexing business?”
The above is a short list of just some of the many questions that new entrants to the field of editorial work ask when they start to think about how to make themselves visible to potential clients. Some of those questions are about which actual activities or tools work best (e.g. websites, business cards, directories). Others require them to think about the concepts underlying these activities (regularity, specialisms, search engine optimization).

So what is the best way to promote your editorial business? If you don’t have any experience of marketing, the task can seem daunting – so much to consider, so many things to try!

Actually, there is no “best way” that will apply universally to each individual in the editorial community. What works best for you may not work best for me. That’s because it’s more than likely that you and I have different skills, backgrounds and specialisms; we are offering different services to different client types in different parts of the world; and whom, and where, our primary customers are will determine how they are most likely to find us.

One option for the inexperienced marketer is therefore to start at the macro level – with the marketing wheel ...

What is the marketing wheel?
The marketing wheel is a concept that I first discussed in my book Marketing Your Editing & Proofreading Business (2014). It’s a starting point for visualizing your editorial business broadly, and organizing your thoughts so that you can approach the task comfortably. The minutiae can come later.

The marketing wheel is a reminder that marketing is about joined-up thinking – that marketing isn’t about doing X, Y and Z in isolation. Rather, X, Y and Z are interconnected components of a broader strategy. For example, your business cards are linked to your website because you’ll include your web address on them; your social media profiles can act as conduits for sharing any added-value content that you develop for your website; your directory advertising can include information about professional societies that you engage with as part of the professional networking process; and so on; your business name, logo and colour way will be consistent across all channels; and so on.

Your marketing strategy is like a wheel on a bike. The hub of the wheel is your editorial business. The rim is your customers and colleagues. The hub and the rim are connected by spokes upon which lie the marketing activities that you will carry out and the concepts you’ve embraced in order to communicate with your customer.

Below is a copy of the marketing wheel that I created in autumn 2013 when I started writing Marketing Your Editing & Proofreading Business.

​The activities/tools that I’ve assigned to the spokes, and the underlying concepts that I’ve assigned to the spaces in between those spokes, are not set in stone. The marketing wheel presented here is based on those tools and concepts that I consider important for me – your wheel could look the same, similar or completely different.

​The important point is that this type of visualization can help the inexperienced marketer to start at the macro level and think in a joined-up way about who their customers and colleagues are (the rim), what their business is offering  (the hub), which activities/tools would best bridge the gap between the two (the spokes), and what concepts will be embraced when bridging that gap (the spaces).

Picture
The marketing wheel. © Louise Harnby 2014
Creating your own marketing wheel
The marketing wheel can be simple, like the one above, or more detailed if you prefer. It’s your wheel so it’s up to you! Some inexperienced marketers will want to fill in the labels with a lot more information. My own marketing strategy is a rather wordy document – it started years back with scribbles in a notepad that later became an extensive Word document. But if you’re the kind of person who prefers infographics, pictures and maps to record your preferences, goals, future plans and strategies, a more comprehensive image may well be the way forward for you while developing your promotional strategy.

​Below is a link to a PDF featuring an unlabelled marketing wheel that you can annotate yourself using your PDF editor’s onboard commenting and markup tools (there’s no need to seek permission to use this, or the filled-in version above, for private use – my only request is that for public presentation you attribute the source appropriately). 
blankmarketingwheel.pdf
File Size: 246 kb
File Type: pdf
Download File

When creating your own personalized marketing wheel, start by considering the following:
  • The hub: What’s your business name and what editorial services are you offering? For example, proofreading, copy-editing, copy-writing, indexing, translation, or another service or group of services.
  • The rim: Which primary customer groups might you target, based on your skills, experience, training and subject specialisms? For example, publishers, students, independent self-publishing authors, academics, businesses, or other types of client.
  • The spokes: What tools might you use to make yourself visible to those customers? For example, directory advertising, website, networking meet-ups, onsite visits, letters/emails, professional-society job boards, social media, or something else.
  • The spaces: To make those tools effective, what else might you have to consider and implement? For example, understanding your primary customers’ problems and putting yourself in their shoes; optimizing your website so that you’re are visible to the search engines and, therefore, your potential clients; adding valuable content to, and sharing it from, your website; consistent brand development that’s recognizable across multiple platforms (logo, colour way, business name); development of a mission statement or pitch that incorporates your USPs and communicates the solutions you have for your customers’ problems.
Now fill in your blank marketing wheel with your initial answers. I say “initial” because the choices you make at the beginning might change as you think through the issues. Flexibility is the name of the game.

Being flexible
So, your marketing wheel needn’t be a static tool – you can change it as your strategy develops.

You may find that, as you begin to think more deeply about how to fill in your wheel, your priorities change – perhaps after considering your skill set and USPs, you realize that you need to tweak the client groups you planned to target, focusing on others who are a better fit for your specialist subjects and skills.

This will require you to alter the information in the rim. In turn, this might necessitate changing the key tools/activities you’ll employ to reach those customers, and so you’ll need to amend the spokes accordingly.

In other words, don’t let the wheel dictate the information that you label it with; rather, let the information determine the design of the wheel.

Remember, the wheel is nothing more than a visual representation of the things you are thinking about with regard to marketing your editorial business. It’s a pictorial map that provides, at minimum, an overview of the services you will offer, a record of to whom you will offer them, the tools you will use to communicate that message, and the complementary activities you will carry out to ensure that those tools are effective.
​
A final word
The marketing wheel is just one approach to thinking about editorial business promotion. I like it because it’s simple.

Even the inexperienced marketer will be familiar with the image and I think this makes it a useful tool for tackling a subject – marketing – that some new entrants to the field find daunting.

If you’re a newbie who’s struggling to get your head around business promotion, try using the wheel as a way of organizing your thoughts.

Even if you later move on to developing a more detailed strategy in written form, the visual representation of your initial ideas will provide you with a kick-starter to help you on your way.

​Good luck!

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.

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PDF proofreading – essential first-step checks

1/12/2015

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If you're starting out on your journey as a professional proofreader and you're marking up PDF proofs, this one's for you.

​There was a time when if a publisher commissioned me for a proofreading project I could expect a large, heavy parcel of paper to turn up in the mailbox.
PDF proofreading
The parcel would contain at least the final page proofs (see Not all proofreading is the same: Part I – Working with page proofs).

If I was required to proofread against copy, the parcel would also include the galley proofs (a printed copy of the pages of raw text supplied by the author on which the copy-editor had marked initial corrections).

Paper proofreading is an expensive business before the publisher has even paid the editorial freelancer’s invoice. And it’s a double whammy – the client has to pay for the proofs (and possibly the galleys) to be delivered to the proofreader, and it has to bear the costs of the return postage.

I’ve worked on large academic books in the past that incurred postage and packaging costs of over £70 per proofreading project. And let’s not talk about the cost of paper and ink.

It’s not surprising, then, that some publishers and project-management agencies have embraced cost-effective solutions. PDF markup has proved to be an effective alternative. Digital delivery costs nothing as long as the client and proofreader already have internet access.

It’s not just good news for the client – the proofreader benefits, too. I live in rural Norfolk and have to drive to my nearest post office. That’s time that I can’t bill for, not to mention the wear and tear on my car (though HM Revenue & Customs does have a mileage allowance). Even so, I have better things to do.

Visits to the post office aside, many proofreaders have found PDF proofreading to be a more efficient task than paper-based work. For those of us working for publishers on a fixed-fee basis per project, this means a better hourly rate.

Given that some publishers haven’t increased their freelance rates for many years (or have done so but only minimally), such efficiencies can mean the difference for the proofreader between continuing the working relationship and waving goodbye to the client.

The proofreader’s options for PDF markup
Most PDF editing software includes onboard commenting and markup tools for annotation purposes so that the proofreader can:
  • mark for insertion, deletion and underlining
  • draw basic shapes and lines
  • highlight and comment
  • attach sticky notes
  • pin files
  • type text and specific instructions to the designer (this typed text can itself be formatted in terms of font, size, alignment and colour, and it can be italicized, emboldened, underlined or struck out)

Stamps (digital proofreading marks) are another option. See The Proofreader’s Corner: Using the Stamping Tool for PDF Proofreading Mark-up, An American Editor, September 2015, for an overview of the subject.

The Working Onscreen archive on the Proofreader’s Parlour has other related content that may be of interest to new entrants to the field.

Platforms include (but are not limited to): Futureproofs (client pays for use of platform), PDF-XChange (considerably cheaper and trusted alternative to Acrobat Pro with excellent functionality), Acrobat Professional (well-known and trusted but expensive) and Adobe Reader (free, and increasingly user-friendly. Latest version is DC).

Potential pitfalls to avoid
Onscreen proofreading can save the proofreader and the client time and money, but there are a number of pre-project steps that should be taken to ensure that the final outcome is a happy experience for all parties.

Making assumptions based on your own preferences, or your colleagues’ experiences, could lead to readability and compatibility problems.

Ask your client what they want
Ask your client what their preferences are rather than making assumptions. Be prepared to be flexible.

Some publishers have streamlined their production processes and have a strict set of guidelines concerning which annotation tools should be used for digital proofreading.

Some clients will be happy for you to use digital stamps based on publishing-industry-recognized markup symbols. Others might insist on sticking to a particular PDF editor’s onboard comment-and-markup tools. Yet others may expect a mixture of both.

Some may even want you to actually edit, rather than just annotate, the PDF (though this is very risky as it could interfere drastically with the layout of professionally typeset page proofs).

Some publishers are experimenting with Futureproofs (which has its own onboard markup system – for a review, see my recent article Digital proofreading using Futureproofs, Proofreader’s Parlour, November 2015).

I merrily used the onboard commenting tool for a Spanish business client for two years, assuming wrongly that she wouldn't have a clue what the British Standards Institution proof-correction symbols were. She then surprised me by asking whether I knew how to use the “more efficient standard proofreading markup language”. I was happy to oblige, using stamps, because it was quicker for me, but I’d wasted precious time for two years because I’d made a flawed assumption.

Test the platform
Once you've agreed with your client on how you will mark up the PDF, do a small test to check that both of you are seeing the same annotations and that the markup “sticks” during the delivery process.

For example, I wanted to use the stamping tool in PDF-XChange on a recent project with a new client. We agreed in principle that this was acceptable.
  • I extracted one page from the PDF page proofs and annotated it using several different stamps, the onboard commenting tool and the onboard strike-through, polygon and highlighting tools.
  • I then saved the page and opened it up in my recently downloaded version of Adobe Reader DC. All looked well.
  • I then compiled a list of all the test changes I’d made (briefly describing the actions and the line/paragraph where they occurred: for example, highlight [word] on line 2, paragraph 2; comment at line 4, paragraph 2; delete stamp in margin and strike-through [word] in text at line, 9, paragraph 3).
  • I emailed the list and the marked-up PDF page to my client. He confirmed that all the markup appeared as it should on the software he was using.
I then felt confident to continue the proofread as planned.

File size
Some marked-up PDFs can be huge.

A client once sent me a PDF of 2,329 KB. By the time I'd stamped it, it was 25,395 KB (I zipped it down to 23,646 KB). 

If your email provider won’t handle large files, you will need to agree an alternative delivery system with your client.

Examples could include setting up a shared file in Dropbox, uploading directly to the client’s ftp site or using the likes of FileZilla, or transferring via an internet-based service such as WeTransfer.

Again, don’t assume that what suits you will suit your client. One of my project managers was happy in principle to use Dropbox (which I have) but then found out via her IT department that she wasn’t allowed to download the software to her PC. We had to work out an alternative.

Up-to-date software
Keep your software up to date. Perhaps Acrobat Standard (version 9) or PDF-XChange Viewer worked for you and your clients three years ago. However, the clients you’ve inherited recently are working with different software or more updated versions of existing tools. Installing regular updates and upgrading to the latest versions can help to reduce the risk of compatibility and readability issues at either your end or your client’s.

Resource guide
  • Article: Onscreen proofreading tips: Reorganizing your stamps palette in PDF-XChange (June 2015, Proofreader’s Parlour)
  • Article: PDF Editing — Making the Most of the Stamps Tool (January 2012, Proofreader’s Parlour)
  • Article: Roundup: PDF Proofreading Stamps (quick-access links) (August 2012, Proofreader’s Parlour). This includes a link to my installation instructions; for PDF-XChange users, there’s a video tutorial as well as written instructions.
  • Article: Six Tips for Ergonomic PDF Proofreading (March 2012, Proofreader’s Parlour)
  • Article: The Proofreader’s Corner: Using the Stamping Tool for PDF Proofreading Mark-up (September 2015, An American Editor)
  • Course: Digital Proofreading (The Publishing Training Centre. Course director: Anne Waddingham).
  • Course: In June and July 2015, Adrienne Montgomerie ran a webinar on “Editing on PDF” via the Editorial Bootcamp. You can still buy the five video-recorded sessions and the companion handouts and exercises here.
  • Course: In the UK, the SfEP and The Publishing Training Centre, to give just two examples, include onscreen markup as part of their broader distance-learning proofreading training.
  • Resource hub: Editing Tools section of Katharine O’Moore-Klopf’s Copyeditors’ Knowledge Base: Search using the key words “PDF Editing Stamps”. This will bring up a number of useful resources.
  • Resource hub: The Working Onscreen archive (Proofreader’s Parlour) provides links to, and articles about, digital work flows more broadly.
  • Stamps: If you want to use the BS 5261C:2005 proof-correction marks to annotate a PDF, visit Roundup: PDF Proofreading Stamps (quick-access links). This provides the access links to a full set of downloadable PDF proofreading stamps in black, blue, and red, as well as the installation instructions.
  • Stamps: US stamps files are available via the Copyediting-L site, under the Resources tab. Scroll down to “Diana Stirling’s (2008) editing marks for PDF documents (Zip documents)”.
Picture

Louise Harnby is a fiction copyeditor and proofreader. 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 & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.

If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources.
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Digital proofreading using Futureproofs

18/11/2015

 
I'm an editor who loves to try new tools and interfaces – indeed, anything I can get my hands on – to increase productivity and reduce inefficiency while maintaining or improving quality.

So I was delighted when one of my regular publisher clients commissioned me to proofread a 320-page business book using Futureproofs and, upon completion of the project, report on my experience.

Futureproofs is an online markup interface for proofreaders, authors and publishers (launched in 2014). The client uploads a PDF file to the Futureproofs site and the proofreader (or author) can then access the file via their web browser and begin the proofreading process, using Futureproofs’ very own onboard markup tools. Futureproofs also lets you deal with queries, collate master proofs and proofread two versions against one another, to try to provide the full set of tools that editors and proofreaders need.

I duly carried out the proofreading work and submitted the report, a copy of which was sent to Futureproofs CEO John Pettigrew. He kindly provided some really useful follow-up comments in relation to my observations.

John and I then discussed how we might present my findings and his responses on The Proofreader’s Parlour so that other proofreaders who haven’t yet used Futureproofs might have a better idea of what to expect if one of their clients asks them to undertake proofreading work via the platform.

The outcome of that discussion is this article. John’s feedback on my initial report is included throughout. I'm extremely grateful for his permission to use his comments because from them you can learn about tweaks to the platform that are already in the pipeline or that are under consideration by the FP team.

My previous onscreen proofreading experience
My experience of onscreen proofreading is extensive – to date, over 200 books for a range of academic and professional presses. While I usually edit directly in Word when proofreading for self-publishers and businesses, onscreen proofreading for publishers is of the traditional kind – that is, I'm working on the PDFs of designed page proofs (see “Not all proofreading is the same: Part I – Working with page proofs”, Proofreader’s Parlour, 2014).

When the use of BSI* markup symbols is required, I use digital BSI stamps (see “PDF Editing – Making the Most of the Stamps Tool”, Proofreader’s Parlour, 2012) in conjunction with the PDF editor’s onboard commenting and markup tools. When BSI markup is not required or understood by the client, I use just the onboard commenting and markup tools.

The programs I’ve used for onscreen proofreading are Acrobat Reader (various versions including DC); Acrobat Pro (version 9); and PDF XChange (my preferred tool because it is an excellent and considerably cheaper alternative to Acrobat).

General objectives when proofreading onscreen
Marking up a PDF for me is all about introducing efficiencies and raising productivity without compromising on quality.

I've found proofreading on paper for publishers to be increasingly less profitable (in some cases to the extent that I've had to say goodbye to long-standing clients whom I’d really enjoyed working with).

The hourly rates offered by many academic and trade presses have not risen for some years so I need to be able to use tools that enable me to do the job just as well but faster. The option of using digital interfaces that allow me to introduce efficiencies is therefore crucial.

Proofreading for publishers is about more than checking spelling, punctuation and grammar. Because I'm working on typeset page proofs, it’s about attending to layout issues, too, and imposing consistency (including with regard to house style). It’s therefore imperative that I can view the pages, bookmark them, navigate through them, and search them quickly.

I do recognize that many of us work in similar ways, and just as many work in different ways. The manner in which I go about working efficiently may differ from that chosen by my colleagues. This review of Futureproofs is thus based on my experiences; other proofreaders may have a different story to share.

What worked well in Futureproofs (FP)
In-text markup
FP’s standout feature is undoubtedly its markup functionality. The onboard tools are quick to learn and intuitive to use – I’d cracked the markup in minutes.
  • Gone are the commenting/markup tiles and stamp palettes that we work with in PDF. Wave goodbye to downloading and formatting stamps files (from the likes of me!). All the tools you need are right there at your mouse-holding fingertips. Markup simply involves point and click, circle or underline. After that, it’s a case of choosing the instruction from the automatic popup menu.
  • I'm experienced in using commenting and markup tools so, prior to starting work in FP, I wasn't convinced that there would be any efficiency gains. However, FP handles the margin markup for the proofreader – all we have to do is worry about the in-text correction – and that’s a time-saver (and a wrist-saver!).
  • Is it faster than using a stamping tool? I'm not sure – it certainly wasn't slower (but I'm a speedy stamper!). It is, however, far more elegant in terms of usage. Overall, I’d grade this function as excellent. 
John Pettigrew pointed out that the FP markup tool supports formatted text, which Adobe Reader doesn't. ​

​Flexibility

The markup is moveable (also true when using stamps in PDF). This meant that I could be more precise when I wanted to ensure that, for example, the insert carat was close up to a word that I was adding a letter or punctuation mark to, and was in the middle of the space when I was adding a separate word.

Automatic saving
This is a lovely touch, even for an onscreen editor who’s a rampant saver (like this proofreader!). It provided me with a sense of security. Onscreen editorial professionals are usually caught out because of something like a screen crash or a whole-system shutdown. Such events are rare occurrences but if one hasn’t saved PDF proofreading work for even a few minutes it can be extremely time-consuming to locate which marks have remained intact and which have to be rekeyed. FP has removed the problem by automatically saving the marked-up file.

Querying
The query function was comfortable to use, though I’d have liked to be able to remove deleted in-text queries from the dashboard so as to prevent confusion.

Getting help
The dashboard also includes a messaging function. I didn't use this but if I'd needed technical assistance I could have alerted the FP team quickly and easily.

​Lesser frustrations when working in FP
Text selection
Though I could mark up text, I couldn’t copy or paste it. This was frustrating. If, for example, I wanted to check an author’s name, book title, or url online, I had to type the text into my web browser. More broadly, I had to use a separate PDF to strip the text into a Word document (from which I could do spelling and consistency checks, or run macros like ReferenceChecker and PerfectIt).
Says John, "It's fundamental to the way we've built Futureproofs that the page acts like a piece of paper on which you draw, which unfortunately means that the ability to copy and paste text out of the book is hard to add. That said, it's something we're well aware of and we have plans for the future. We’re also keen to add new features like automatically building a word list for consistency checks."
Formatting checks
There are a couple of issues worth mentioning:
  • There’s currently no option for a double-page spread so one can’t check that facing versos and rectos are balanced. This also slows down running-head checks – if working directly on a PDF, I’d quickly click through a double-page spread and look only at the versos. Then I’d do the same again for the rectos in order to check they matched the chapter title.
  • There is no bookmarking function. This means I couldn’t navigate with speed between elements that I have liked to tag (e.g. chapters, tables, figures and boxes). When working in Acrobat or XChange, I bookmark all the primary elements so that I can, for example, quickly locate and check chapter-drop consistency or ensure that the main chapters or sections match their page numbers in the contents list.
Good news, however. John reports that "the double-page-spread view is coming soon". Furthermore, "Bookmarking is a great idea and I'll add it to our roadmap. We follow an agile development process, which basically means that we prioritise features that lots of users ask for."

So if you’re a current FP user and you want bookmarking, tell John and help to move this function up to the top of the FP to-do list.

​Page-load times

Loading FP pages is marginally slower than when working directly on a PDF. Those tiny margins do all contribute to the issue of efficiency, though this wasn't a deal-breaker for me.

​Time tracking
I found this tool alarming and rather invasive. FP had me logged as having spent 14.2 hours on my proofs. The work actually took me 24.5 hours. It concerns me that publisher clients might use this information to make assumptions about how long a proofreader takes to work on a project and, consequently, reduce fees. In reality, proofreaders do a lot of work that doesn't involve actually physically clicking on and amending page proofs.
I was reassured by John’s response to this: “Our time tracking is deliberately very conservative, and I always point out to publishers that it will not match the billable hours for a proofreader. It counts only time spent actively marking up a proof within Futureproofs, so all those external tasks on the PDF file aren't counted, and nor are research, reference, fact-checking and all the other tasks that a good proofreader will undertake.” 

​I’d recommend that you reiterate this point to your publisher when you’ve completed a project – highlight the number of hours you actually spent on the job compared with time recorded on the FP dashboard.

Major challenges when working in FP
Stability
The stability of my internet connection was a major problem on some occasions. My connection dropped 26 times during the proofread. The dropouts lasted for between 10 seconds and 1 minute. During that time, I was unable to make any corrections. This contrasts with marking up a standalone PDF, which isn’t at the mercy of my broadband provider.

​This impacted on my productivity and was extremely frustrating. It’s not FP’s fault, and there’s nothing to be done about it at John’s end, but you should be ready to manage this issue if broadband dropouts are a known issue in your area.
John acknowledged that some users will want to be able to work offline, on a train journey for example. “We definitely plan to support this – again, it will depend on how keenly our users feel the need for it.”

​Searching

For me, the search function in FP is the biggest disappointment. The efficiency gains and elegance of FP’s markup functionality are countered by the frustrations I met when trying to locate problems in the text via the search tool.

​At the nub of the issue is the fact that clicking on an entry in the search-results window doesn’t take the proofreader to the exact spot in the text. The contextual text provided as a guide is unusable in books with large word counts and dense academic or business-related material. I was totally reliant on my PDF to identify searched-for problems, and their exact position in the file. I then had to go back to FP and use its onboard search tool, locate the matching page, find the problem, and mark it up. What could have taken a few seconds turned into a couple of minutes for every searched-for change I made.

Following are a few examples of the impact of this on a proofreader’s efficiency. I’ve provided this detail because I want to show how critical the search function is for proofreaders carrying out multiple tasks and using digital tools to provide quality and efficiency:
  • I had to be very exact with my FP searches, whereas a standard PDF allows me to search quickly and easily for fragments of words, and then use the search-results box to move directly to the exact place on the page that needs amending.
  • Locating and marking multiple instances of the same problem quickly and efficiently was impossible. For example, the author in my book had primarily used "while" and "among". I wanted to locate 30 instances of "whilst" and "amongst" quickly so that I could impose consistency. I had to search twice – first using the PDF for exact location purposes, and then using FP to mark up.
  • Efficiently checking consistency of layout of different elements of text (e.g. tables, figures, boxes, and source captions) had to be done on the PDF.
  • My efficiency was impaired when I was searching for single-issue problems. One of the tasks I carry out during every proofreading project is the creation of a word list (by stripping the text from a PDF and pasting it into a Word document). I then alphabetize it and look at each word, and those surrounding it, on the list. The whole process may sound time-consuming (and it can take several hours in a large project); however, there are two benefits: improved quality and increased efficiency. The word list will flag up many things that I need to check – sometimes hundreds. Some will turn out not to need amending, while some will need marking up (for example, Harnby, Harnvy).

    In a 150,000 word text, I’m not convinced any proofreader can rely on their brain to spot (and check) any such potential errors as they’re working through the book page by page, line by line, word by word. That’s why I locate these problems before I start the actual read-through – I’m getting this part of the job out of the way so that I can concentrate on the spelling, punctuation, grammar and context during the read-through. I need to be able to locate the issues quickly and then mark up accordingly.

    ​When working directly in PDF, it’s a one-stop process because the search tool takes me directly to the place on the page. In FP, I had to find each problem using the other PDF, and then find the corresponding problem in FP. I tried using the contextual text to help me do this directly but when searching for one word in FP I sometimes ended up scanning half a page. The process was simply too slow.
John’s response to the word-list issue was pleasing: “Word lists are similarly a great idea (one lots of proofreaders use) and something that we could generate automatically for you, if that was useful.”

So, if you’re an FP proofreader, and you’d like this function incorporated, let John know!

In regard to the search issue, John had this to say: “We know that our search tool has a way to go before it's finished – we only added it in August! Currently, we match your search term against whole words, but we’re adding a partial-match feature soon; we do already have a 'relevancy' search option that deals cleverly with multi-word searches (allowing results to be returned even if words are in the wrong order), and we will be expanding the available options in the future.
​

“We're well aware of the limitations with highlighting words on the page and hope to address them in the future … it is a significant challenge – by no means insurmountable but something that would take a little longer to achieve.” 

​Page rotation

​I couldn’t rotate landscaped material and so had to proofread such pages using the PDF and then return to the FP file in order to mark up (twisting my head and neck somewhat in the process!). Given that many of the books I work on for academic and professional houses include landscaped figures, tables and appendices, a separate PDF was absolutely essential.
John responded positively, stating that page rotation is another feature that his team could add fairly easily. Again, if you’re a proofreader who wants to see this function in FP, let John know so that he can prioritize it. 

Summary

  • If you’re a proofreader who’s asked to work within the Futureproofs interface, don’t panic! The dashboard is simple to navigate and the proofreading platform takes only minutes to get to grips with.
  • The line-by-line markup functionality is, frankly, gorgeous. If my work involved simply word-by-word markup, FP would score top marks.
  • However, professional proofreading requires so much more than this. Ultimately, I was still reliant on two discrete mediums – FP and a PDF. The result of this is that I couldn't work efficiently because not all the functionality was in one place.
  • If there are functions you want FP to include, make sure you tell John's team so that they can prioritize accordingly. They can’t act on what they don’t know!
  • I think that FP has promise, and that if the interface can be refined to improve search functionality (so that it competes with, or even exceeds, that of Acrobat and XChange), navigation, bookmarking and page layout, it could be a product of choice for proofreaders. At the present, though, it elicits a mixture of elation and frustration.
  • Would I like to use it again? I’m prepared to work with my clients in ways that best suit their needs. Thus, if a client asked me to work in FP (rather than on PDF), I’d first need to build the reduction in efficiencies (as a result of the search issues) into my accounting in order to decide whether to accept the job. I’d also need to insist on the supply of a separate PDF. With those issues in order, I’d say yes.
* BSI = British Standards Institution, which has issued BS 5261C:2005 "Marks for copy preparation and proof correction".


UPDATE APRIL 2016: Since I wrote this review, several exciting new features and improvements have been integrated into the Futureproofs platform. See 'Taking another look at Futureproofs (by John Pettigrew)'.

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.

Macro Chat: Microsoft Word – Not Responding (by Paul Beverley)

10/11/2015

3 Comments

 
"Not responding" ... do you sometimes see this message at the top of a Word window when it’s running a long macro? If so, you don’t need to panic.
 
When a macro is running, if it’s taking rather a long time (according to Microsoft), Word displays a warning message in the title bar of the window – "Not responding" – and the screen display freezes. Actually, the macro hasn’t stopped working; it’s just that the macro is using up so much processing time that the computer’s operating system decides it hasn’t got time to update the screen display – well, not until the macro finishes.
 
The user’s natural response at this point is to click on the screen – just to check if Word is still working. Definitely don’t do that! By clicking on the screen you’re trying to force Word to update the screen display, and that takes up even more processor time. This can then cause Word to crash altogether. [You did save that file before running the macro, didn’t you?!]
 
So what should you do? Be patient. Make a cup of tea. Take the dog for a walk.

Good news ...
But there’s some good news, especially for users of my macros. I’ve discovered a new (to me) command (DoEvents) that I can put in my programs; it makes the macro stop for a fraction of a second and this allows the computer to update the screen.
 
I won’t say that “Not responding" will be a thing of the past, but if you use the latest (8 November or later) versions of my macros you’ll still be able to see onscreen that something is still going on. More importantly, you will be able to see the prompts that the macro puts on the status bar down at the bottom of the window to show its progress.
 
A final tip ...
One final bit of advice still remains. For running macros that use lots of computer time, do try the macro out first with a more modest-sized document – a few thousand words – and not on your magnum opus 150,000-word book.

Get the improved versions ...
Improved versions of FRedit, HyphenAlyse, DocAlyse, ProperNounAlyse, SpellingToolkit, WordPairAlyse, etc. are available by downloading my free macro book here: 

Paul Beverley has over 25 years’ experience as a technical author, publisher, proofreader and editor, and has the highest available editing qualification: LCGI (editing skills). Paul is passionate about macros and has used his programming ability to complement his writing and editing skills. Through his series of Macro Chat posts, he aims to share his knowledge and open up a dialogue about the benefits of macros to anyone working with words. Comments and questions are always welcome so please do join the discussion. No question is too basic!

Visit his business website at Archive Publications, and access his free book at Macros for Writers and Editors.

3 Comments

Why I create a proofreading and copyediting style sheet for authors

4/11/2015

2 Comments

 
​A style sheet is one of my best friends when I'm proofreading and editing for independent, self-publishing authors,
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Proofreading for independent, self-publishing authors
To date, I've never received a style sheet from a self-publisher. I suspect this is for one of several reasons:
  • I am the first editorial professional who has worked on the project since the writing was completed. The author hasn't created their own style sheet.
  • A copyeditor has worked on the project prior to it landing on my desk, but they haven’t created a style sheet. Or, if they have, they haven’t given it to the author.
  • The author has received a style sheet from the copyeditor, but didn't realize that it would be valuable to me.
Whether I'm proofreading or copyediting, I always like to create one for my customers. Why? Because it helps me and it helps them.

Why create a style sheet?
Professionalism: I make a promise to my independent author clients that I’ll professionalize their work to publishing industry-recognized standards. However, I can’t assume that my clients know what these are – after all, it’s not their job to know.

Some of my clients write full time but most have day jobs; many are producing their first books so the world of publishing is new to them. They need to be able to rely on the editorial professionals with whom they are working to amend their writing in a way that does no harm and that can be defended by reference to understood and industry-recognized conventions.

The bigger picture: Even if the author worked with a copyeditor before the proofreading stage, a proofreader’s style sheet shows that I am still looking at the bigger picture – making decisions based on publishing standards, or author choice, or consistency, or for ease of readability.

It's not just about finding spelling errors – it’s about providing a professional service that acknowledges that the client is publishing a book, and that their book should look professional.

Clients appreciate them: I've had positive feedback from indie authors about my style sheets.

Clients have told me that the style sheet helped them to understand why I've amended as I have; that it acted as a reminder of the decisions they can implement in future projects at the self-editing stage; and that it's a useful template for recording their own style preferences.

At-a-glance: The style sheet provides the author with an at-a-glance summary of what I've done and why I've done it. This provides clarity as well as an understanding of the proofreading or copyediting process.

Appropriate focus: A style sheet allows the author to focus on what they’re good at – the writing – and me to focus on what I’m good at – the proofreading and copyediting.

Tracking: Style sheets help me to keep track of decisions and spot any problems. I may be the first person to work on the project – proofreading for indie authors can turn into more than a prepublication check, and the boundary between copyediting and proofreading can blur.

And, even if the text appears to be in great shape (in terms of spelling, punctuation, and grammar), there may still be logic flaws that everyone else missed.

Laying things out in our own way: We all design our style sheets in ways that make sense to us – so even if I'm using a copyeditor’s as the foundation, creating my own (and embedding my colleague’s decisions into it) sharpens my senses and enables me to lay out the decisions in a way that makes the best sense to me.

Reducing queries: The style sheet shows my author why I've made certain decisions. I can validate my amendments by citing the resources I've used.

Authors won’t ask themselves, or me, why I removed the quotation marks around the name of a pub, or why I changed a set of nested single quotation marks into doubles – I've already told them.
 
What is a style sheet?
Those new to proofreading and copyediting, or who are considering whether it is a viable career choice, may not be familiar with what goes into a style sheet. And if you’re an author, you might not be either.
 
Broadly speaking, a style sheet is a record of preferences – the author’s or their publisher’s; a style manual's; or some other agency's.

In many cases, authors are happy for me to make the decisions based on my publishing knowledge and my use of recognized style manuals (e.g. New Hart's Rules and The Chicago Manual of Style).
 
Ultimately, style sheets aren’t about rules but rather about tracking choices for the purposes of consistency and professionalism. They enable the editorial professional to keep track of decisions about spelling, punctuation, grammar, text layout, idiom usage, and (in the case of fiction) characters’ key features.
 
Tracking these elements helps the proofreader to minimize inconsistency, spot flaws and attend to problems with regard to how the words in the book actually work on the page.
 
What might a style sheet look like?
If you’re a new proofreader, editor or writer and you’d like a Word template for your individual use, feel free to download the sample below. You can tweak it so that it meets your own needs. (I'm happy for this sample to be shared, too, as long as the appropriate url-linked attribution is given).

My style sheets can be fairly comprehensive, so I include embedded links to enable the author to move between the various elements (language preferences, formatting and layout decisions, main character names and key features, reference sources, and spelling preferences) with ease.
harnby_editorial_report_and_style_sheet_sample.docx
File Size: 142 kb
File Type: docx
Download File

I hope you find it useful!

Resources
  • Guidelines for New Authors (Louise Harnby | Proofreader)
  • “Manuscript Management Tools for Fiction Authors (and Editors)” (Mary McCauley, 2014, Letters from an Irish Editor)
  • Self-publishers: information page (Louise Harnby | Proofreader)
  • Style sheet examples (academic, medical and fiction) (Katharine O’Moore-Klopf, KOK Edit)
  • “Style Sheets—The Setup and the Benefits” (Beth Hill, 2012, The Editor’s Blog)

Louise Harnby is a fiction copyeditor and proofreader. 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 & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.

If you're an author, you might like to visit Louise’s Writing Library to access my latest self-publishing resources, all of which are free and available instantly.
Subscribe to Louise's blog

2 Comments

The Proofreader’s Corner: Creating Your Own Proofreading Stamps for PDF Mark-up 

13/10/2015

0 Comments

 
In my latest article for Rich Adin's An American Editor blog, I show you how to create your own digital proofreading stamps for PDF proofreading and editing. The article includes the following:
  • A recap of existing digital resources
  • Reasons why you might need to create your own stamps
  • How to create stamps
  • Saving and installing the new stamps
  • Related reading
To read the article in full, visit The Proofreader’s Corner: Creating Your Own Proofreading Stamps for PDF Mark-up.

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.

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A nifty little proofreading and editing macro: ProperNounAlyse

8/10/2015

7 Comments

 
I've been meaning to review some of my favourite proofreading macros for a while now and ProperNounAlyse deserves its first place in the queue (only because it performed so brilliantly on a recent proofreading project!).
Proofreading and editing macro
I've been meaning to review some of my favourite proofreading macros for a while now and ProperNounAlyse deserves its first place in the queue (only because it performed so brilliantly on a recent proofreading project!).

ProperNounAlyse is just one tool among many, of course. Those of us who use macros on a regular basis have a whole suite of them that we run during the process of a proofread or a copy-edit.

ProperNounAlyse was created by my colleague Paul Beverley, and it’s just one of a huge number of macros available in his free book, Computer Tools for Editors (available on his website at Archive Publications).

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
  1. ProperNounAlyse is easy to install, even for those with absolutely no technical savvy, and quick to run.
  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.
  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
Go to Paul’s website and download Computer Tools for Editors.

Save the zipped folder to your computer and extract three files: One is an overview of the macros – what they are, what they do, how to store them and so on – plus all the programs themselves; another contains just the actual macro programs; and the final file is a style sheet. The file you need to open in Word is “The Macros”.

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.
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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.
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If you have macros loaded (your TEST macro or any other):
  • Click on “Edit”.
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This will open up another window:
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  • 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”.
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A fictive sample
Below is a simple word list of proper nouns with lots of inconsistencies – differences in accent use, apostrophe use and spelling.
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I run ProperNounAlyse on the document. It analyses the text and then creates a new Word file with the following results:
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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. And which of those is likely to gain you a repeat booking or a referral to another potential client?

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.

7 Comments

The Proofreader’s Corner: Using the Stamping Tool for PDF Proofreading Mark-up

28/9/2015

0 Comments

 
In my latest article for Rich Adin's An American Editor blog, I provide an overview of PDF proofreading mark-up using the stamping tool. I address the following:
  • What are proofreading stamps?
  • Which mark-up language should you use when stamping PDFs?
  • Why use mark-up language on digital proofs?
  • Where can I find digital stamps?
  • Where can I learn onscreen mark-up?
  • What does a stamped PDF proof look like?
To read the article in full, visit The Proofreader’s Corner: Using the Stamping Tool for PDF Proofreading Mark-up.

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.

0 Comments

Using PDF proofreading stamps with PDF-XChange in Windows 10

15/9/2015

0 Comments

 
If you plan to download my proofreading stamps for onscreen editing within PDF-XChange, using Windows 10, my colleague Nicholas Fisher has kindly taken the time to confirm that the installation procedure for Windows 10 is exactly as per Windows 8, 7 and Vista.

However, he did need to locate the AppData folder because it wasn’t visible. If you find your AppData folder is hidden, there are numerous online articles that will show you how to solve the problem. Here are a few examples:
  • Windows 7:  How to Find the AppData Folder in Windows 7 (Solve Your Tech)
  • Windows 8: Windows 8 AppData Folder Location (Guy Thomas, Computer Performance Ltd)
  • Windows 8.1: How to Make Missing AppData Folder Visible in Windows 8.1 (TechZend)
  • Windows 10: How To View The AppData Folder In Windows 10 (Windows Themes 10)
I've also included a note about this in my installation instructions, which can be accessed here:
Installation Instructions for Proofreading Stamps. Scroll down to the text below the image of the video link and read the section entitled Can't find the AppData folder?.

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.

0 Comments

Macro Chat: Increasing your work rate (by Paul Beverley)

25/8/2015

1 Comment

 
With the growing number of computer tools available for proofreaders and editors, we can all work faster and therefore improve our earning capacity – and we can do a better job for our clients by producing more consistent texts.

But where and how can we learn the new techniques that are needed to make best use of the available tools? In my day-to-day work, I use dozens of macros, so for what it’s worth, maybe I can share my experience.

The thing I feel is that I’m not just using a larger number of macros, but have developed different types of macros – as a result, some of my ways of working have changed a fair bit.

Recently, I’ve been trying to “watch” myself working and analyse what I’m doing that might be different from someone who only uses very basic macros. Here are a few random thoughts.
  • (This is for both proofreaders and editors) to avoid wasting time later, I try to be well prepared before I start my (one and only) read through the text. This means using analysis tools that alert me to some of the potential inconsistencies in the text. Certainly for book-size jobs, I spend quite a time looking at the brief and setting up my style sheet/word list/hyphenation list. It can be time-consuming, yes, but I find that it saves me time in the long run. The macros I use for this all have names ending ‘...Alyse’.
  • For me, as an editor, the biggest single timesaver is undoubtedly scripted F&R. For this, I use FRedit, which can be used at a very simple level, as a tidy-up tool (double spaces, spaced hyphens, etc), but it can do some extremely powerful automatic changes to the text. (It comes with a library with some clever F&Rs that various people have supplied.) The point here is that the more changes I can make automatically, the less I am distracted as I read the text. I can concentrate on the meaning if I’m not constantly distracted by, say, trying to remember to change ‘non-linear’ into ‘nonlinear’.
  • I’ve realised in my latest job that actually the other major timesaver for me is macros that do individual edits automatically. For example, if I spot a "3" in the sentence I’m reading, and I know that it should be "three", I click Alt-1 (number 1), knowing that the macro will look along the line from the cursor, find the rogue "3" and change it. But note that Alt-1 can be executed with just my left hand; while my right stays on the mouse, my eyes are fixed on the screen, and my mind continues to concentrate on the meaning of the sentence. OK, it means I have to remember the keystrokes for all these macros, but pianists uses all their fingers to press loads of keys with different timings, hardnesses, durations etc. How do they do that? Answer: it comes with practice.
    But there is one macro that can help cut down the number of different keystrokes you need.
  • Probably second only to FRedit in terms of timesaving is MultiSwitch. It’s similar in some ways to FRedit, in that you set up a list, in a separate Wordfile, of all the changes you might want to make. So when I click on a word and press Alt-Q, the macro looks down my word list, finds the alternate word(s) and types it/them in; my hands, eyes and concentration again remains fixed.

Which tools do you use to improve consistency and introduce efficiencies?

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About Paul Beverley 
Paul has over 25 years’ experience as a technical author, publisher, proofreader and editor, and has the highest available editing qualification: LCGI (editing skills). Paul is passionate about macros and has used his programming ability to complement his writing and editing skills. Through his series of Macro Chat posts, he aims to share his knowledge and open up a dialogue about the benefits of macros to anyone working with words. Comments and questions are always welcome so please do join the discussion. No question is too basic!

Visit his business website at Archive Publications, and access his free book at Macros for Writers and Editors.


Blog home page ● More business tips ● More macro chat


1 Comment

PerfectIt developer Daniel Heuman in conversation with the Parlour

2/7/2015

8 Comments

 
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. 
  • “[R]eading the help files for each test is necessary to make sure it’s doing what you think it is”.
    My response to this is: how many editors find that to be true? Have more than 5% of users ever looked at the help file? How many have looked at every description of every test?
  • “PerfectIt doesn’t run in Word automatically. Before you can access the ribbon buttons, you have to click the far left ribbon button that says Launch PerfectIt.”
    To that, I’d ask: would anyone want PerfectIt running automatically all the time? Is this causing anyone else frustration?
  • “Tests with Word 2003 were particularly fraught ... The ribbon got lost periodically, and my old custom style sheet wouldn’t run without giving an error message.”
    I think it’s important to point out that this is not the case for all users of Version 3. We need to remember that this review was done on a pre-release version of the software, so that bugs and glitches were still being ironed out. If anyone using the now released version is experiencing this problem, I’d like to know about it, though I’ve had no such feedback to date. (See <link> for how to access customer support.)
  • The review is confused about serial commas. They appear among the list of best new features, and it states that PerfectIt will check consistency of them (which PerfectIt can’t do). Then it states there are lots of false positives and recommends increasing the maximum length of comma-separated clauses (which will increase the number of false positives). The nature of this test means that false positives are inevitable if you decide to turn it on. But are other users finding this test as confusing?
  • “The customization options in PerfectIt 3 make it vastly superior to earlier versions, though they do add a deep layer of complexity for the user.”
    Are new users finding that to be the case? Since all the customization options are optional, are new users finding it easy to get started (perhaps even easier than before)?
  • “You’ll need to spend time setting your preferences to make the most of this product — perhaps a lot of time.”
    I agree that spending time will help you get the most from the product. But is it right to say that you have to spend that time?
I’m tremendously grateful for the recent pre-release reviews of PerfectIt.

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:
  • I like the fact that I can navigate straight to the software via the Windows ribbon, because it has its own tab
  • The styles-management function is easier to access and edit
  • The consistency checks regarding hyphenation/dashes, spelling and capitalization
  • The double-space-removal function
  • Missing closing brackets and punctuation checks
  • The ability to customize style sheets for my own needs
So, how about you?

Louise Harnby is a fiction copyeditor and proofreader. 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 & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.

If you're an author, you might like to visit Louise’s Writing Library to access my latest self-publishing resources, all of which are free and available instantly.
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