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Querying, changing, and letting be If you’re new to fiction copyediting (or proofreading), you might struggle to find the balance between changing, querying and leaving well enough alone. Don’t beat yourself up – even experienced editors labour to find an equilibrium at times, especially those who work with a stream of new-client authors. 
Here are 5 tips to help you be a query superhero! And if you fancy downloading them to your preferred device, there’s a PDF at the bottom of the post.
1. Is it meant to be real or imagined? By definition, fiction is made up. There might be people, places, landmarks, buildings, even entire worlds that rest entirely in the mind of the writer. In that case, the author gets to make the rules (e.g. on spelling, environment, even physics) and our job is to check for consistency. Sometimes, though, the people, places, landmarks and buildings exist in the real world. And when there’s a discrepancy (Obama vs Obamah; Elizabeth Tower vs Big Ben) two possibilities emerge: (1) the author has slipped up; (2) the author has deliberately decided to bend reality a little, for any number of reasons. Querying, rather than changing, is essential.
Here’s an example from Amy Schneider in her Fiction Editing master class (available from Copyediting):
Example
Schneider tells of a book she edited where the author had included mention of a New York newspaper. She fact-checked it; it had been a real newspaper, but had long ceased to exist by the time the year in which the novel was set had come around. It turned out that this was a deliberate decision on the part of the author, who for personal reasons wanted to keep the paper going in his fictional world. Tactful querying and discussion prevented embarrassment and harm.
LESSON: there’s real, and then there’s really real! Either may be required.
2. When the facts have changed Editors have a wealth of free online research tools at their fingertips. I can’t imagine doing this job thirty years ago! Still, even if we fact-check we might not access ALL the relevant information. Again, tactful querying rather than changing is usually the best way forward. Here’s an example of how my due diligence wasn’t diligent enough. Querying rather than changing saved me:
Example
I copyedited a crime novel in which a character was arrested and his rights were read out to him by a police officer. The wording seemed off to me so I fact-checked. I found what I thought was the correct wording and suggested (rather than changed) a possible recast for the author to use if he thought it appropriate. Good job, too. The author came back to me saying that the wording of the rights had changed in 1994, and that the original was correct given the year in which the scene was set. A big whoops-moment for me and a lesson learned. Still, he thanked me for asking first. I still get the shudders thinking about the harm I would have done if I’d actually amended the text directly.
LESSON: Watch your historical context – your diligence needs to be deep enough to take account of it.
3. Be a problem solver Many of my indie authors haven’t taken their books through editorial review, developmental editing and substantive line editing before the file hits my inbox. I do make it absolutely clear what’s included in my service, but sometimes a client might not realize where some of the problems are, or, even if they do, might be stuck on how to fix them. This is where the query needs to go beyond a question and offer a solution. Fiction copyeditors are a little like mechanics, though I have a car so I know what it’s like to sit on the other side of the fence. When I take my car into the garage, I don’t expect to hand over 500 quid (or whatever) in exchange for a list of what’s wrong with my car. I do want to see that list, but I also want to know that the mechanic has solved the problems. For that reason, I think it’s good practice to explain the problem and offer a recast in the comments if we come across a sentence that we feel could do with tightening up or smoothing out. That way, the author can do a simple copy and paste if they like what we’re offering. Even if they don’t like it, it gives them another way of thinking about the text and how they might revise it to solve the problem in their own way (though see ‘Consider your own voice’ below for a cautionary tale!). This example from Erin Brenner (‘Writing Effective Author Queries’), with her author’s hat on, is frightening but illuminating:
Example
'I had a lot of comments that simply said: AU: Revise? No text was changed. No specific words or phrases were highlighted. The entire sentence bore the comment “AU: Revise?” It drove me mad. Revise what? In what way does this sentence need help? For each “AU: Revise?” I had to guess what the copyeditor might have taken issue with. Was everything grammatically correct? Had I missed a style point? A usage rule? How was the sentence not right? As copyeditors, we must remember that when we query, we have a goal: to get the author to make a change we think will help the text. Some authors will easily do so, others won’t. But no author can make corrections if he or she doesn’t know what corrections are wanted.’
LESSON: Problems without solutions (or even explanations) are next to useless for the author. Avoid!
4. Or be an adviser Back to the garage. Sometimes there are problems on the list than the mechanic can’t handle. Again, the same thing can happen to fiction copyeditors whose indie authors would have benefited from developmental work beforehand. And in that case the best we can do is suggest where to go for help. Here’s another example from my own back yard:
Example
I was hired to copyedit what turned out to be the most gorgeous thriller with a generous dose of humour included. The author made me laugh out loud several times in the first four chapters, and in the fifth he made me cry (not with laughter, but because the scene was so moving). I mention this because it’s an indication of how strong the writing was. Most of my edits were mechanical – standardizing dialogue punctuation, dashes, number treatment, spelling, punctuation and grammar. But, every now and then his point of view got a little sticky. POV isn’t something that’s covered by my service and I’m neither trained nor experienced in developmental editing. Nevertheless, I was able to solve the issue elegantly on several occasions because of the context in which the problem arose. However, there were several occurrences that I couldn’t fix. All I could do was flag them up for him, explain why I thought there might be a problem, and offer advice on where to go for help. It wasn’t an ideal situation for either of us, but at least I’d offered guidance. Sometimes that’s the best we can do.
LESSON: Second best sometimes has to suffice. If you can’t fix it, suggest who can.
5. Consider your own voice Given that we’re being paid for our services, our authors need to know that we’re their advocates, and that we’re there to elevate their writing, not criticize how they write. Says Sheila Gagen, ‘… the editor’s task is to serve readability (not, as some authors might think, to hack away at text or, as some editors might think, to point out where an author is wrong). The author wrote the text; he or she must have thought that it did make sense’ (‘The Art of the Editorial Query’). Queries therefore need to have a tone that shows respect and advocacy. Gagen also makes an important point about authors’ varying preferences – how not everyone wants to be hugged and handheld. The thing is, this is tricky to manage unless you’ve worked with the client on previous occasions. Here’s her story:
Example
‘Twice in my career, authors responded to my queries with the same word: “Duh.” (One even took the time to handwrite it in all caps with a few exclamation marks.) Both of those suggested changes were valid, but the authors were sick of my queries and gave up. As a result, they didn’t just lash out at the particular remarks they didn’t like … they ignored other, indisputable edits.’
LESSON: Be an advocate and watch your manners! Choose elevation over criticism.
Gagen recommends discussing the issue before the project starts. It may be that a writer will prefer you to just go ahead and make a substantive edit to the text. Others may want a nudge. Others will prefer a more detailed explanation in the comments. And given that we’re trying to help our authors avoid reader disengagement, it would be a shame if, through hitting the wrong tone, we ended up disengaging our clients. Adrienne Montgomerie offers further food for thought: ‘When you’re worn out, incredulous, and exasperated, it can show in your queries.’ Eek! To think that, despite our best efforts at advocacy, we might have made our author feel we’re no longer on their side, is unthinkable, and yet it can happen. She offers a handy list of different phrases you might consider when querying to keep your author engaged and your tone on track (‘10 Ways to Word a Sensitive Query’). I hope you’ve found these tips useful. Here’s your PDF mini-booklet if you fancy downloading the post to your device. Just click on the image to get your copy. 
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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If you’re new to writing and self-publishing, I have a tip for you – one that will save you a major headache as you work through the initial writing and later redrafting stages of your novel ... Create your own style sheet!
Honestly, you won't regret it. Building a style sheet is like holding hands ... but with yourself.
It'll help you keep track of what’s going on in your novel – who’s who, what’s where, and when X, Y and Z happens. At the same time, you'll be able to record your preferences for the micro elements of your book ... things like spelling, punctuation, the rules about the way your fictional world works, and how you treat the various elements of the text (from paragraphs and headings to narrative, speech and thoughts). Want a template to help you get going? No problem – there’s one at the end of this article. It’s in Word so you can add, delete or tweak to your heart’s content. Ready-to-go downloadable handholding! To help you out, I've added some of my own recommendations (based on industry-recognized conventions) and offered choice where appropriate. What’s included in a style sheet? You can include anything you want but a solid, usable style sheet that'll really help you keep an eye on what's going on will include at least the following:
Some writers like to have everything in one place; others prefer to have several documents, each of which records different types of decisions, and toggle from one to another. It’s your choice – whatever helps you work most productively. So, for example, you might create different sheets for the following:
Additional uses A style sheet really comes into its own if you're writing a series. Not only will you have a reminder of the places, people and events in the previous book(s), you'll also be able to prevent accidental inconsistency or repetition. I've proofread series for both indie writers and mainstream publishers. The authors hadn't kept a written record of what had gone before, and different copyeditors had been used for each book.
Copyeditors and proofreaders can spot these problems when they occur within a single book, but if they weren't hired for the previous novel(s), they'll be ignorant of inconsistency or repetition across the series. Your style sheet will enable them to flag up potential errors. In other words, a style sheet won’t just help you. It’ll help those who assist you, too. And the more we know about what you want, the better the service we can provide for you. Rules versus preferences Your decision is final at the end of the day. And while I and my colleagues can give you advice based on industry-recognized style manuals such as The Chicago Manual of Style or Oxford’s New Hart’s Rules, those resources are not the law (though they are excellent!). Rather, they’re reference points that help writers and editors bring clarity, consistency and readability to text; they’re usually based on preference and convention, not rules (despite the title of the Oxford guide mentioned above!). If you're not sure which particular element of style will suit your book best, talk to an editor.
The thing to keep in mind is this: inconsistent styling will distract the reader and move them away from what they should be engaged with – your story. If you have any questions about issues of style, drop me a line in the comments. Even if I don’t know the answer off the top of my head, I’ll know where to find it and advise you accordingly. Here’s your style-sheet template as promised. Simply click on the image below to download it. I hope you find it useful. Until next time ... 
Louise Harnby is a fiction line editor, copyeditor and proofreader who specializes in supporting self-publishing authors, particularly crime writers. She is an Advanced Professional Member of the Society for Editors and Proofreaders (SfEP), a member of ACES, and an Author Member of The Alliance of Independent Authors (ALLi).
Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
Can you proofread your own book? Here's my advice on what can be done, and how you can do it.
Truly, nothing beats a second pair of eyes on a piece of text, short or long. I know this all too well because I’m a professional proofreader and copyeditor, but I also write – books (yup, I've self-published four times), guides, booklets and blog posts.
And I miss stuff – not because I have a problem with grammar, punctuation or spelling, but because I’m too close to the text. I see my own writing in terms of the ideas I want to convey rather than the text in front of my eyes. That’s why I hire fellow proofreaders and editors to help make my written materials the best they can be. I don't expect those people to guarantee perfection but I do expect to them to ramp up the quality (and they've never failed me). Here’s another thing I know – the better shape the file's in, the better the price. Editors and proofreaders are professionals and, though we love what we do, we have bills and mortgages too. So, very broadly speaking, the more intervention needed, the higher the fee. There are things every writer can do to tidy up a piece of text by themselves, though. I’ve compiled them in one handy resource: The Author’s Proofreading Companion. The steps in this toolkit won’t replace a rigorous professional developmental edit, line edit/copyedit and final prepublication proofread, but they will help rid your file of some of the nasties! Here’s what the Companion shows you how to do:
Just click on the image below to get your FREE copy! 
Hope it helps! And come back soon for more handy tips and advice designed especially for beginner writers.
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. Changing famine into feast ... quickly I discussed some of the problems of relying on one editorial client back in 2013. The issues I raised then are as valid today as they were four years ago, perhaps even more so given the current economic and political climate (both here in the UK, and elsewhere). 
This article revisits the problem and includes an emergency business-promotion plan.
The booklet, SOS editorial marketing strategy: Quick fixes for big emergencies, is free to download. I sincerely hope it helps you if you need some inspiration during tough times.
Why one client isn’t enough
Having only one client when you’re an editorial business owner is problematic for two reasons:
The client-losing editor You can lose clients for reasons completely beyond your control, including:
The client-reliant editor There are several reasons why you might become reliant on a client:
On paper, those are good reasons to work for a client. However, if it’s your only client, and things turn sour, you have a problem:
If you have only one client, you have no choice – nowhere else to shift your focus, no one else with whom to negotiate, no one else from whom you can accept improved pay or working conditions, and no opportunity to phase out the one (now problematic) client on whom you rely. Emergency marketing strategy Whether you’ve lost your only supply of work or you’ve fallen into the trap of reliance on a now unsatisfactory client, there is action you can take immediately. Here’s the free SOS editorial marketing plan I promised. Just click on the image to download. 
The work you do … and the work you do to get the work you do
If you’re a freelance editorial pro, you’ll always have two jobs:
Pay attention to the latter so that you’re not at the mercy of the former. It’s essential to protect your future interests by building a portfolio of several clients rather than focusing all your energies on one. If you put all your eggs in one basket and things go pear-shaped, the impact on your editorial business, never mind your emotional wellbeing, could be devastating. If you’re not facing an emergency, you can afford to spread your business promotion over a longer period and focus on slower-burn activities such as content (value-adding) marketing. But if you are in crisis mode, there is action you can take right now that, with commitment, will generate positive responses. You’re not a newbie – you have experience and you’ve already proven your ability to acquire a client. That’s a great position to be in, so use it to your advantage! Good luck! EDIT JULY 2018: I've created a free webinar that deals with this matter in even more detail. Click on the image below to access it. 
Louise Harnby is a fiction line editor, copyeditor and proofreader who specializes in supporting self-publishing authors, particularly crime writers. She is an Advanced Professional Member of the Society for Editors and Proofreaders (SfEP), a member of ACES, and an Author Member of The Alliance of Independent Authors (ALLi).
Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
Developmental editing, line editing, copyediting, proofreading ... what on earth is the difference and what's best for you when self-publishing?
This post featured in Joel Friedlander's Carnival of the Indies #79
A potted guide to the different levels of editing ...
If you’re a beginner writer and you’re planning to self-publish, you’ll be thinking about getting your book fit for market. Some of you might not realize that there are different levels of editing. And even if you do, you might be fuzzy about what distinguishes each service or what it’s usually called. No shame in that, believe me – even among professional publishers and independent editors the terminology differs. Consensus be damned! The irony that this lack of clarity and consistency exists in a profession that prides itself on, well, clarity and consistency isn’t lost on me or my colleagues! In an effort to untangle the issue, I’m offering you a potted guide to the different levels of editing – what each one deals with, what you might expect it to be called, and the questions to ask when you’re sourcing editorial help. At the bottom of the article is a PDF that you can download to your preferred device and refer to whenever you want. The basics Think of the editorial process like a play with several acts: writing, drafting, sourcing feedback from beta readers, self-editing, developmental editing or manuscript evaluation, line editing, copyediting, proofreading, publishing. The elements in bold are what we’re focusing on today. In a nutshell Basically, there are two levels of work going on – the macro and the micro.
What terms should you use when sourcing editorial help? There’s a question! My advice is that you explain what you want rather than worrying too much about what it’s called. This is because different editors define their services in different ways. Here are some examples:
Sorting out what you need
So, that’s it for now. I hope you’ve found this discussion of the different levels of editing useful. If there are particular questions that you want clarification on, drop me a line and I’ll do my best to answer them. As promised, here’s your potted guide! Just click on the image to download it to your device. 
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. 
Deeply delicious promo tools!
I came across marketing masters Andrew and Pete when I was doing research for my Content Marketing Primer. I’ve been following them avidly since, watching, reading and learning from them as they teach people like me and you how to make our editorial business promotion more interesting and accessible (which in turn will help us to be more engaging and discoverable). To give you a taster, I’ve chosen three of my favourite Andrew and Pete resources. I picked the following blogs/videos not just because I think the advice makes sense or because it’s presented beautifully (which it does and it is) but because I’ve implemented it and believe it works. Oh, and be ready to hear the word ‘awesome’ used a lot (I think it’s their favourite)! 
Creating high-quality images for online promotion can be tricky if you’re not a design guru and don’t have access to expensive, top-notch software. I’d played around with Word, Publisher and PowerPoint because they’re already on my desktop, but the output was okayish at best. Then I found Canva and was converted.
Still, I wasn’t getting the best out of this excellent tool, mainly because I’m a fiction proofreader and copyeditor, not a designer. Andrew and Pete to the rescue … I did exactly what they told me to do. And it worked! I was really chuffed with my first attempt – a really high-quality image that I’ll use as a booklet pic for my April article on client loss and emergency marketing. I reckon it’s my best pic ever and it gave me confidence. So then I updated my Twitter, LinkedIn and Facebook banners using the same method. And I've also played around with the idea in this blog post. Sky's the limit, I reckon! I recommend you have a go. Get it here: How to Create Social Media Graphics (video and blog) 
If, like me, you’re committed to creating blogs posts with substance (no soundbites and clickbait for us!) then you, too, might end up with a lot of text.
The audience for The Proofreader’s Parlour expects that substantive content, but could I make it more interesting without compromising on tone and detail? Andrew and Pete's post made me think about not only how I might use images more creatively (see 1 above) but also how I might complement, rather than change, what I’m already doing with multimedia. I’ve still some way to go before I make full use of their advice but I’ve started (see 1 above) and plan to develop this aspect so that I can make much more of my content accessible to multiple readers with multiple preferences. What really grabbed me is the concept of taking the key points of a written message and delivering them in alternative formats. Many of us aren’t new to embedding templates, screencasts and instructional videos into our blog posts, but Andrew and Pete have inspired me to expand the ways in which my readers can access the core textual content in my blogs, too. If you have substantive text-based posts that your visitors return to often and your editorial blog’s heavy with content, some inconvenient trawling might be required by your readers to locate that information. Repurposing sections of the material in, say, booklet form turns a post into a tool, because the valuable stuff you’ve created can be downloaded onto your readers’ chosen devices and accessed at their convenience. Get it here: How to Write Better-Looking Blog Posts (blog, video and booklet) 
I overhauled my home page after reading this post.
Get it here: Home Page Design | Making Your Home Page a Knockout (blog, video and checklist) ... So those are my top tips to introduce you to the world of Andrew and Pete. I love their full-on and fun style of sharing their wisdom. It’s engaging and inspiring. The biggest pull, though, is their handholding approach. They assume no prior knowledge, so even if you’re a newbie marketer you, too, can follow their step-by-step guidance. I hope you’ll find ways to incorporate their advice into your own marketing journey. If you’re nervous about business promotion, just remember that you don’t have to do everything in the zany way they do it! Take the core learning points and decide how you might use them in a way that feels comfortable for you, works with your brand, reflects your business goals, and engages with your clients. There’s plenty more on offer via the Andrew and Pete website. And you can find them on Twitter at @AndrewAndPete. Enjoy!
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.  Woo hoo! Paul Beverley is now creating screencasts in which he demonstrates how to get the best from some of his wonderful macros. At the time of writing, the following are available via YouTube:
You can download all of Paul's scripts via his book, Macros for Editors. 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.  My new Content Marketing Primer for Editors & Proofreaders is now available to order. The Primer costs only £3.99, so grab yourself a bargain! Simply click on the button below to go to the book's dedicated page and order form. I'll email your book within 24 hours (though probably a lot sooner if I'm not asleep!) 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.  I'm delighted to announce the forthcoming launch of a new editorial freelancing tool for February 2017: Content Marketing Primer for Editors & Proofreaders. The Primer shows you how to create and deliver value-adding content that embraces engagement with colleagues and clients and enhances your editorial business's visibility. This 40-page book includes guidance on the following:
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders. Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
If you’re an editor or proofreader who’s never once switched off Track Changes (TC) in the middle of an edit and then forgotten to toggle it back on again, congratulations – you’re a rare creature indeed!
I’m not rare. I’ve done it several times. If you’re like me, you know that sinking feeling – that you’re going to have to go back to where you stopped tracking and redo the work. I've come close to weeping when this has happened. It’s a waste of precious, precious time, pure and simple!
Until recently, my solution consisted of frequently double-checking whether TC was on or off. No big deal, you might think. After all, it’s easy enough to take your eye up to the TC button on the Review tab and see whether it’s greyed out – only a tenth of a second. But those tenths add up. Furthermore, I’m not billing my clients for my attention to the TC button; I’m billing them for proofreading and editing. I should be focusing on the text, not distracting myself with checking that TC is on. I could work with ‘All Markup’ (or ‘Final Showing Markup’ in earlier versions of Word) showing, but that’s just another distraction. I want my eyes and brain to focus on what my client has written, not what I’ve amended. Paul Beverley, naturally, has the solution. It’s a macro called VisibleTrackOff4 and it’s amazing! Even if you don’t like macros, don’t use macros, are wary of macros, this is one macro that you should consider installing anyway. Trust me. It's a lifesaver. By the end of this article, you’ll know how to ensure you never forget you’ve switched off Track Changes. I’ll show you the following:
How it works In brief, VisibleTrackOff4 is an alternative TC on/off switch. You run this macro instead of using Word’s TC button. I work in Windows 10 with Word 2016. On my screen, the TC button is accessible via the ribbon in the Review tab. Your view may be slightly different. 
When you use VisibleTrackOff4 (rather than the TC button shown above) to switch on TC, your page appears white, as usual. However, when you use it to switch off TC, your page turns yellow. As you toggle TC on and off, your page colour toggles too. If the page is yellow, you know TC is off. That’s something you can’t miss, and that’s why it’s foolproof.
To use the macro efficiently, you can do one of the following:
How to install it Here’s how to install the macro:
How to run it efficiently To switch TC on and off efficiently using VisibleTrackOff4, you can do one of the following:
Create a shortcut key
Add the macro to your Quick Access Toolbar
Create a custom button in your ribbon (Word version 2010 onwards)
This is what your new button will look like:
Other versions You don’t have to go for the yellow-page effect. Paul’s provided other options. The installation and quick-access instructions are the same; only the script you’ll need to copy and paste is different:
Summing up I prefer the yellow-page effect because it’s so obvious, and because it doesn’t interfere with my view of the text while I’m amending with TC off. I also prefer to run the macro with a custom ribbon-based button because it’s right up there alongside Word’s TC button, which is what I’m used to. I’ve created a shortcut key so that I have choice in the matter. This comes in handy when I need regular access to the Styles tab and don’t want to keep switching the tabs on the ribbon. I urge you to try this macro. Remember, you need never again endure the frustration of having forgotten to switch on Track Changes! P.S. My colleague Adrienne Montgomerie was single-handedly responsible for showing me how easy it is to customize the ribbon so that you can easily and quickly access any command. Her article ‘Make a Custom Tab on Word’s Ribbon’ is a must-read if you want to increase your onscreen efficiency. And, as always, thanks to Paul Beverley for creating some brilliant macros, and for giving me permission to bang on about them via my blog!
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. 
My Student Proofreading Toolkit includes 17 handy Word find/replace strings and wildcard searches that will help you tidy up your PhD thesis or Master’s dissertation before you hand it over to a third-party professional proofreader or submit it to your university’s assessors.
The toolkit includes:
These DIY tips are designed to complement, not replace, a rigorous proofread. You can polish your document at any stage, but, for the sake of efficiency, I recommend carrying out the tasks after you've finished writing your thesis or dissertation and reviewed its purpose, content and structure. No advanced technical knowledge is required – even the novice Word user will be able to implement these tasks by following the step-by-step instructions (and associated screenshots). You can even select and copy some of the longer find/replace and wildcard search strings from the PDF. A word of caution – always save a backup copy of your file first, just in case you implement changes incorrectly. It's easier to revert to a fallback document than to repair a damaged one. I always test complex find/replace and wildcard search strings beforehand. The self-editing tips I’ve chosen are some of my personal favourites. I hope you find them as useful as I do!
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.
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. 
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:
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 Help for Editors page to access the links.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with independent authors of commercial fiction, particularly crime, thriller and mystery writers.
She is an Advanced Professional Member of the Society for Editors and Proofreaders (SfEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and an Associate Member of the Crime Writers’ Association (CWA). Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. 
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. 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 alt-3, but you can choose whatever you like). Then, bingo, the macro amends ‘which’ to ‘that’. Here's a teeny-tiny video of me using MultiSwitch. This demo aims merely to show you where to place the cursor prior to hitting your assigned shortcut key command, and what you will see on your screen (a little flickering as the macro makes the switch). If you don’t know how to assign a keyboard shortcut, don’t worry – I’ll show you how later in the article. The beauty of MultiSwitch is that you need only one keyboard shortcut for a ton of different word switches. Here are a few examples from my switch list:
I love this macro for editing fiction because it's so quick to create contractions when I'm helping the author create a more informal narrative, or dialogue that's closer to natural speech. Further down, I explain how to create your list – it's a doddle. Or, if you'd like to save even more time, grab a free copy of my contraction switch list. You can edit it to include your own word switches. 
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: 
A new window will open.
If you don’t have any macros already loaded:
If you already have macros loaded (your TEST macro or any other):
This will open up another window: 
Don’t close this Visual Basic window quite yet – there’s something else you need to do first! Creating your MultiSwitch list Now head over to Word. Open a new document and call it zzSwitchList. Create your list using the following style: that which which that last past like such as less fewer Less Fewer it is it's Save it somewhere just as meaningful! Mine’s in my Macros folder, but you can save it wherever it suits you. Now close the document. You can amend this list any time you want to – just add or delete words as you see fit. Changing the MultiSwitch script Now you're going to make a small amendment to the macro script so that it's personalized for you, so go back to the window into which you pasted the MultiSwitch script. At the top of the script, you’ll see the following:
Sub MultiSwitch()
' Version 06.12.17 ' Scripted word/phrase switching maxWords = 8 listName = "zzSwitchList" myDir = "C:\Users\Louis\Dropbox\Macros\" ' Set min number of chars for an abbreviation minChars = 2 includeApostrophe = True useSpike = True The text in red shows how I’ve customized the script to suit my needs – you need to put in your own location. Now you can close the window by clicking on the ‘X’ in the top right-hand corner. Do the same with the general Visual Basic window too. Don’t worry if you get a message about a debugger – just press ‘OK’. Creating the keyboard shortcut for running MultiSwitch If you don't know how to create keyboard shortcuts, this section's for you. If you do know how to do this, you don't need to read any further! I'm working in Word 2016 on a PC. If you are too, the instructions are as follows:
(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. 
That's it! I hope this macro saves you as much time as it's saving me!
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with independent authors of commercial fiction, particularly crime, thriller and mystery writers.
She is an Advanced Professional Member of the Society for Editors and Proofreaders (SfEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and an Associate Member of the Crime Writers’ Association (CWA). Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. 
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:
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.
Here's how to create ballpark prices for proofreading and copyediting using Excel.
There have been some interesting discussions about pricing models in the online editorial community recently.
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.
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:
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:
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:
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:
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:
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. 
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!).
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.  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. 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:
Personal highlights of the past four years
Plans for the future
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+.
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 ...
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.
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:
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.
My new free PDF resource for independent authors is out now: The Mechanics of Self-Publishing Print Books: 10 guidelines in 10 minutes.
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.
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. 
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:
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. 
4. Click on the Developer tab.
5. Select Document Template.
6. Click on the Organizer button.
7. Select the Close File button.
8. Now the button has changed to Open File. Click on it and browse for the template you want to import styles from.
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. 
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.
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.  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. 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):
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.
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.
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.
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. 
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. 
This will open up a new window.
If you don’t have any macros already loaded:
If you have macros loaded (your TEST macro or any other):
This will open up a further window:
Running CompareWordList
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. 
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.
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). 
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). 
When creating your own personalized marketing wheel, start by considering the following:
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.
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. 
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:
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 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, 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.
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
Louise Harnby is a fiction copyeditor and proofreader. She curates The 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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