Louise Harnby | Fiction Editor & Proofreader
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The Editing Blog: for Editors, Proofreaders and Writers

FOR EDITORS, PROOFREADERS AND WRITERS

PerfectIt: The best consistency-checking Word plugin

13/2/2021

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If you edit or proofread directly in Microsoft Word, PerfectIt is must-have software. This post highlights my favourite features, and explains why I think it's the best consistency-checking software on the planet.
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What is PerfectIt?

PerfectIt is a sophisticated consistency-checker and style-enforcer. By customizing its built-in style sheets, creating your own, or uploading some of the free ones others have shared, you can define your preferences and let PerfectIt locate variations and possible errors.

PerfectIt comes in two versions:
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  • the Windows option, which you download to your device and use locally
  • the Cloud version, which works with Mac OS.
 
In this article, I'll highlight the features I find most useful when editing directly in Microsoft Word for independent authors.

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.

Why I wouldn't be without a PerfectIt licence

  • It saves me time.
  • It helps me return a better-quality manuscript to my clients.
  • It does the hard graft faster than I can, which means I can focus on flow, mood, rhythm and context.

Why the software works best when the user takes control

To get the best out of PerfectIt, you must tell it what you want it to do. 

That means launching one of the style sheets and taking time to consider the various options (and there are a lot).​ During my early days of using the software, I found it missed inconsistencies and flagged up false positives.

It turned out is wasn't PerfectIt that was functioning inadequately. It was me. I hadn't told it what was relevant to me, so it did the best it could with the information it had. I spent time refining my style sheets to meet my needs, and was rewarded for my effort.

If you don't make the time to customize PerfectIt, you'll get good result. If you do, you'll get great results.

A summary of PerfectIt's core functions

Here's an overview of what the software can do for you when you're writing and editing in Word.

  • Abbreviations: Checks they're rendered consistently and defined according to your preferences.
  • Capitalization: Checks that headings, words and phrases are capitalized consistently and according to your style preferences.
  • Dashes: Checks hyphens and dashes in words, prefixes, compound phrases, fractions, compass points and and number spans, and makes them consistent according to your style preferences.
  • Spelling: Checks for spelling variations, whether numbers are spelled out or rendered in numerals, and flags common mistakes.
  • ​Stylistic control: Allows you to customize onboard and imported style sheets to ensure a document is on brand.
  • Tables and figures: Checks heading style and numbering.

My favourite features and how they help me

Here's what I love most about PerfectIt. These are the checks I carry out routinely and why I think it's must-have software for the editorial freelancing pro.
1.  Wildcard searches
​2.  Missing brackets and quotation marks
3.  Oxford/serial comma
​​4.  Italic text
5.  Dashes and non-breaking spaces​​
​6.  Heading format
​7.  Custom style guides

​1. Wildcard searches

PerfectIt allows you to harness the power of wildcard searches using exactly the same terms 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.

Plus, Word can get a little grumpy with wildcards if we're editing with Track Changes on, which is essential for the kind of work I do.

2. Missing brackets and quotation marks

This is a gem for those 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).

3. 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.

​4. Italic text

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.

5. Dashes and non-breaking spaces

If you  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 aren't going to fall over the cliff at formatting stage, you’ll adore this function.

We can fix this problem with Word’s find/replace tool, but being able to consolidate the search within the PerfectIt platform is another time-saver. The fewer programs we have use to get high-quality consistency within the framework of a client’s brief, the more time we save and the better our hourly rate.

​6. Heading format

PerfectIt 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.

​7.  Custom style sheets

You can build your own style sheets or grab one of the fantastic freebies that have been created and generously shared by other editors. My three current favourites are:
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  • Conscious Language Check, created by Sofia Matias 
  • CMoS with Compounds (Chicago Manual of Style), created by Tasha Rebekah Bigelow
  • Author's proofreading companion, created by Andrea Kay and based on my free booklet Formatting in Word: Find and Replace

Join the PerfectIt Users Facebook group and click on the Files tab to access the style sheets.

How often to run PerfectIt

How often should you run PerfectIt it? It's up to you. I like to run it three times: at the start of a project, in the middle and at the end.
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  • The first run-through helps me build my custom client style sheet.
  • Round two helps me mop up lots of distracting inconsistencies now that my style choices are in place.
  • The final run is a quality-control check to pick up inconsistencies introduced as I've edited.

Other benefits

There are three more things I love about PerfectIt's functionality.

  • PerfectIt is stable. I work on novels and need software that can handle large files with multiple corrections without crashing. It can.
  • PerfectIt is fast, even more so since Version 4 was launched. Every minute I don't spend waiting for software to do what I've tasked it to means a better hourly rate.
  • ​Perfect does the finding. Do you like editing for consistency? Me too! However, finding what needs to be edited is a time-sucker I can do without. I let the software do the sleuthing so I can focus on the thinking. 

That's the thing about PerfectIt and me – we're partners. It does what software's good at so I can do what humans are good at.

Fancy trying it? Visit the Intelligent Editing website. If you've bought one of my courses or books direct from this website, log in and grab your special discount code.

Related resources

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On The Editing Podcast: How to edit for consistency and style

Listen to me and Denise chatting with PerfectIt's developer on The Editing Podcast.
>  Author resources library (includes links to free webinars and writing tools)
>  Editor resources library (see in particular the Editing Tools section)
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.

She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.

FIND OUT MORE
> Get in touch: Louise Harnby | Fiction Editor & Proofreader
> Connect: Twitter at @LouiseHarnby, Facebook and LinkedIn
> Learn: Books and courses
> ​Discover: Resources for authors and editors
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10 ways to proofread your own writing

6/4/2020

6 Comments

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

Here are 10 ideas to help you minimize errors and inconsistencies.
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Checking our own writing rarely produces the same level of quality as a fresh pair of eyes. We see what we think is on the page, not what is on the page. That's because we're so close to the content.

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

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

1. Create a style guide

Style guides help you keep track of your preferences, including hyphenation, capitalization, proper-noun spelling, figures and measurements, time and date format.
  • If you’re a novelist, use my Style Sheet Template
  • If you’re a business writer, check out the Chartered Institute of Editing and Proofreading (CIEP) guide Your House Style
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​2. Use a page-proofs checklist

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

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

Microsoft Word’s onboard find-and-replace tool enables you to locate and fix problems in your document quickly. This free ebooklet, The Author’s Proofreading Companion, includes a range of handy strings and wildcard searches.
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5. Set up styles in Word

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

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

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

7. Tools that locate inconsistent spelling

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

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

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

Go to the ribbon, click on the Review tab, and select the Check Document button.
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10. Read it out loud

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

Word also has an onboard narration tool that can do the speaking for you. There’s a tutorial here: ‘Hear text read aloud with Narrator’.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.

She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.

Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
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27 PC keyboard shortcuts for writing and editing in Word

9/3/2020

7 Comments

 
Writing or editing in Microsoft Word on a PC? Save yourself time by learning these 27 keyboard shortcuts.
27 PC keyboard shortcuts for writing and editing in Word
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If you don’t want to learn 27, learn just the first one: Save!
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CLICK ON IMAGE TO DOWNLOAD A PDF

Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.

She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.

Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
7 Comments

10 killer editing macros for writers and editors: The Editing Podcast

29/7/2019

1 Comment

 
In this episode of The Editing Podcast, Denise and Louise talk about 10 editing macros that will save you time and improve the quality of your writing.
The Editing Podcast logo
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​Click to listen to Season 2, Episode 5
Summary
Listen to find out more about:
  • Macros how they work in Word
  • CatchPhrase
  • CitationLister and CitationListChecker
  • CompareWordList
  • File Cleaner
  • FullPointInDialogue and CommaInDialogue
  • MultiSwitch
  • PerfectIt
  • ProperNounAlyse
  • SpellingErrorLister
  • VisibleTrack

Editing bites
  • ​‘Advanced Find and Replace for Microsoft Word’: Available from Jack Lyon
  • ‘20-Minute Macro Course’: Available from Tech Tools for Writers​

Music credit
‘Vivacity’ Kevin MacLeod (incompetech.com). Licensed under Creative Commons: By Attribution 3.0 License.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.

She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.

Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
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How to edit for consistency and style with PerfectIt: The Editing Podcast

15/7/2019

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In this episode of The Editing Podcast, Denise and Louise talk with Daniel Heuman, founder of Intelligent Editing and developer of PerfectIt – consistency-checking and style-enforcing software for editors and writers.
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​Click to listen to Season 2, Episode 3
Summary
Listen to find out more about:
  • What PerfectIt does
  • Who uses PerfectIt
  • What’s new with PerfectIt 4
  • Using the onboard styles
  • The PerfectIt 4 interface
  • How to access PerfectIt on PC and Mac
  • How much a subscription costs and what’s included
  • Where to download PerfectIt​
​
​Music credit
‘Vivacity’ Kevin MacLeod (incompetech.com). Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.

She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.

Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
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Formatting your book in Word: How to save time with the Styles tool

24/6/2019

8 Comments

 
Are you spending too much time on your novel’s text design? Here’s how to use the Styles function in Microsoft Word to ensure the various elements are formatted consistently.
How to format book text with styles
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In this article, I’ll walk you through the following:
  • What the Styles tool is
  • The properties you can influence
  • How to access the Styles tool
  • Why it’ll save you time to use styles
  • 3 ways to create a style
  • 2 ways to modify a style
  • How to assign a style to an element of text
  • Troubleshooting
  • How heading styles help you navigate

What is the Styles tool?
The Styles tool allows you to apply design consistency to the various text elements in your book. In a novel, you might want to create different styles for the following:
  • book title
  • author
  • chapter titles
  • subheadings
  • indented body text
  • full-out paragraphs in new chapters or sections
  • displayed matter such as letters, texts, emails, reports

Microsoft Word has a handy suite of on-board styles, though it’s unlikely they’ll match your specific requirements. Modifying these is still a little quicker than creating fresh styles so take a look at the properties and work out what you’ll retain and what you’ll change.

What properties can you influence?
You can influence every property of your text when you assign a style to it. However, in a novel, you’ll most likely focus on the following:
  • paragraph indentation
  • spacing above and below the text
  • font
  • size
  • colour
  • italicization and bolding
  • alignment (left, right, centred and justified)
  • page flow (widow/orphan control; ensuring headings and corresponding text don’t fall on separate pages; page breaks)

How to access the Styles tool
There are two ways to access the Styles function onscreen:
  1. the Styles gallery in the ribbon
  2. the Styles pane
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The gallery in the ribbon offers a preview of how the style appears. If I’m working with a lot of different text elements in a document, I find these visual clues useful when I want to locate a style quickly.

On smaller screens, less of the Styles gallery will be visible. To access the previews of all the styles in your gallery, click on the MORE arrow (circled).
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A new window will appear containing the full gallery.
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Why you should format with styles
Using styles gives you control over design, consistency and formatting time.

Time is money, so when you do the job instead of asking other professionals to do it, your book budgets goes further. Perhaps you can invest a little more time or money on cover design, sales and marketing, or learning how to improve writing craft.

Can you format manually? Of course, but you could be making a lot of unnecessary work for yourself.

Scenario 1
You complete the writing, drafting, and editing, and get cracking on designing the layout. Now that there are 85,000 words in place, your thriller’s looking more like a textbook thanks to the font you’ve chosen for your main text: Arial 14. A serif font like Times New Roman would be easier on your reader’s eye.

The problem is, you can’t select all the text in the file with CTRL A and change it in one fell swoop because that would affect the chapter headings and the emails your transgressor is sending to the police, all of which are formatted differently. Instead, you have to work through the file, locate  the main text elements manually, and change the font.

If, however, you’ve assigned a style to your main text, you can modify that font property in just a few clicks. The change will automatically change all the main text, and only that element, to your new font. Further down, I’ll show you how.

Scenario 2
You’ve written 12 additional paragraphs for your book but they’re in another document. You copy and paste the writing into your book file. Now you have to manually format the new sections so that they match the existing work.

If you’ve assigned styles, however, it’s as simple as cut, paste and left-click. Job done.

How to create a style
There are several ways to create a style in Word:
  • manually – 2 options
  • by updating an existing unused style to match a piece of text you’ve selected or clicked within

1A. Manual method
Open the styles pane and left-click on the A+ button in the bottom-left-hand corner.
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A new window will open (CREATE NEW STYLE FROM FORMATTING). Now you can give your style a name (1) and assign properties to the font, paragraph spacing and page flow (2 and 3). 
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1B. Manual method B
Alternatively, right-click on a piece of text that’s already formatted according to your preferences. A mini toolbar will appear. Click on the Styles button. 
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A new window will appear. Left-click on CREATE A STYLE.
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Name your style, modify if you wish, and left-click OK.
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2. Updating method
Select a piece of text that’s already formatted according to your preferences. Now head up to the Styles gallery in the ribbon, or the Styles pane, and right-click on an unused style that you’re happy to update. Hover over UPDATE [STYLE] TO MATCH SELECTION, then left-click.
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How to modify a style
There are two ways to modify a style in Word: 
  1. via the Styles gallery in the ribbon 
  2. via the Styles pane

1. Styles gallery 
Go to the Styles gallery in the ribbon and right-click on the style you want to modify.
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​Left-click on MODIFY and amend the properties of your style. Note that this will change every piece of text assigned with that style.
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​2. Styles pane 
Go to the Styles pane on the right-hand side of your screen and right-click on the style you want to modify.
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​Left-click on MODIFY and amend the properties of your style. Again, bear in mind that this will change every piece of text with that style assigned.

How to assign a style to an element of text
If a piece of text isn’t formatted correctly, left-click the cursor on a word or in a paragraph, or select it by double-clicking.

Now head up to the Styles gallery in the ribbon, or the Styles pane, and left-click on the preferred style. Your style will be assigned.

If you’re working on a smaller screen, you’ll probably find it easier to use the Styles gallery in the ribbon because it takes up less space than the Styles pane.

​To close the Styles pane and free up some screen real-estate, left-click on the X in the top-right-hand corner.
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​Troubleshooting
Here’s how to fix some of the more common problems that arise when working with styles.

1. Styles gallery or pane isn’t visible
If the Styles gallery isn’t visible, make sure you’re in the HOME tab in the ribbon. 
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If the Styles pane isn’t visible, left-click on the small arrow in the Styles gallery.
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2. Style not showing in gallery
If you’ve created a style and it’s not showing in gallery, head to the Styles pane and right-click on the missing style. This opens the MODIFY pane. Make sure that the ADD TO THE STYLES GALLERY box is checked.
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3. The gallery is cluttered with unused styles
If your gallery is busy with styles you don’t need to access, there are two ways to remove them. The quickest method is to right-click on an unwanted style, then left-click on REMOVE FROM STYLE GALLERY.
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An alternative is to right-click on the unwanted style and left-click on MODIFY. Then uncheck the ADD TO THE STYLES GALLERY box.
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4. You’ve renamed a style but Word’s default name is still displayed in the pane
If you’re using the Styles pane to apply styles, the list might appear cluttered if Word’s default names are displaying, even though you've modified them. To fix, left-click on the OPTIONS button.
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​Check the HIDE BUILT-IN NAME WHEN ALTERNATE EXISTS box, then left-click on OK.
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​Your list  will now display with your modified names.
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Heading styles and navigating your Word file
One of the advantages of using the Styles tool for a novel is navigation.

​To access the Navigation pane, press CTRL F on a PC. Now, left-click on the HEADINGS tab. Any style based on one of the in-built heading styles will show up in the menu.
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I use this function when I’m editing and want to check that chapter headings (and subheadings) are formatted consistently, assigned the correct level of priority, and numbered chronologically.

Headings with arrows next to them indicate lower-level subheadings. You can expand or collapse subheadings by left-clicking on the arrows.

Furthermore, if you want to shift a headed or subheaded section to another position in your document, left-click on the relevant heading and drag up or down the menu.

Summing up
Styles let you focus on your writing rather than fretting about internal text design.

Applying a style to an element of your book file takes a fraction of the time required for manual formatting. And because any style can be tweaked, you get to change your mind as often as you like.
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If you have any problems with using Word’s Styles gallery and pane, drop me a note in the comments and I’ll do my best to fix the issue.

Fancy watching a video tutorial? Visit my YouTube channel and watch: Self-editing Your fiction in Word: How to Use Styles.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.

She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.

Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
8 Comments

How to save money on editing: The Editing Podcast

18/3/2019

0 Comments

 
In this episode of The Editing Podcast, Denise and Louise discuss the order of play for the different levels of editing, and some ideas about how you can keep costs down.
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Click to listen to Episode 9
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Summary of Episode 9
Listen to find out more about:
  • The different levels of editing
  • The order of play – when to do what
  • Who else can help – beyond the pro editor
  • Planning ahead
  • Getting comparative quotations for the job
  • Honing story craft
  • Manuscript critiques or evaluations
  • Learning through example – commissioning mini edits
  • Word’s onboard tools, macros and add-ins
  • Style sheets
​
Editing bites
  • PerfectIt (consistency-checking software)
  • Proofreading checklist (free PDF booklet)
  • Ask A Book Editor (Facebook group)

Other resources
  • A nifty little proofreading and editing macro: ProperNounAlyse (blog post)
  • Creating your own style sheet (scroll to bottom of blog post)
  • Free downloadable style-sheet template (scroll to bottom of blog post)
  • How do I find spelling inconsistencies when proofreading and editing? TextSTAT (blog post)
  • How Not to Write a Novel (Howard Mittelmark and Sandra Newman)
  • Self-editing your fiction in Word: How to use styles (video tutorial)
  • Should a writer hire a freelance editor before submitting to an agent? And should editors accept the work? (blog post)
  • The different levels of editing: Proofreading and beyond (blog post)
  • The Magic of Fiction (Beth Hill)
  • Using proofreading macros: Highlighting confusables with CompareWordList (blog post)
  • Write to be Published (Nicola Morgan)​

Music credit
‘Vivacity’ Kevin MacLeod (incompetech.com). Licensed under Creative Commons: By Attribution 3.0 License: http://creativecommons.org/licenses/by/3.0/
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.

She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.

Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
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Publishing lingo explained: The Editing Podcast

28/1/2019

4 Comments

 
In this episode of The Editing Podcast, Denise and Louise demystify publishing language – the terms professionals use to describe the parts of a book – so that you can talk with confidence about your text.
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Click to listen to Episode 2
Summary of Episode 2 ...
  • Publishing lingo
  • The beginning (or front matter; prelims), the main or body text and the end matter (or back matter)
  • Part titles, half titles, and title pages
  • Forewords and prefaces
  • Acknowledgements
  • Pages, page numbers, and folios
  • Double page spreads (DPSs)
  • Rectos and versos
  • Running heads and running feet
  • Drop caps or dropped capitals
  • Chapter drops
  • Appendices and glossaries
  • Footnotes and endnotes
  • Bibliographies, references, and indexes

Editing bites
  • The Chicago Manual of Style
  • New Hart’s Rules

Indexing societies
  • American Society for Indexing
  • Association of Southern African Indexers and Bibliographers
  • Australia and New Zealand Society of Indexers
  • China Society of Indexers (site in Chinese)
  • Deutsches Netzwerk der Indexer/German Network of Indexers
  • Indexing Society of Canada/Société canadienne d’indexation
  • Nederlands Indexers Netwerk/Netherlands Indexing Network
  • Society of Indexers (UK)​

Music credit
'Vivacity' Kevin MacLeod (incompetech.com). Licensed under Creative Commons: By Attribution 3.0 License.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.

She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.

Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
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World-building wikis for crime writers

12/11/2018

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Will your reader immerse themselves in your crime novel’s setting? Will the world you’ve built make sense, even if it’s a work of fantasy? And is it coherent? If you’re not sure, create a wiki.
World-building wikis for crime writers
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A world-building wiki will help you keep track of your novel’s environment and the rules that govern it. And that will go some way to protecting your plot and maintaining a logical narrative.

‘But I write crime, not fantasy ...’
Even if your novel’s setting is the world as we know it right now, a world-building wiki is still useful.

I live in a hamlet in Norfolk (the UK one). Some of the things I have to deal with in my day-to-day life are different to those of friends who live only ten miles away in the city of Norwich.
For example, they’re connected to mains drainage. I, however, have to book the honey pot man to come and empty the septic tank once a year! Normal for me; weird for others.

And then there’s my local pal. He has the same drainage issues, but his working day is very different to mine. He’s a police officer. His work takes him directly into situations that I’m familiar with only at a distance, through the crime fiction I edit and the shows I watch on TV.
The Honey Pot Man

Want to know what a honey pot man is? Read this!

How does all of this relate to fiction writing?

​One of my author clients bases his books in the Colorado Rockies. I know the lie of the land – how the weather affects the local population on a seasonal basis, how the pine smells in the spring, how the mountain passes are treacherous in the winter.

Then there’s the town where the sheriff’s office is located. And it is a sheriff rather than a chief constable who’s in charge of this fictional county’s law enforcement. I know about the guns people carry, the idiomatic turns of phrase they use, and where they tuck their chewing tobacco when they speak.

I live five thousand miles away and have never visited this region of the US, and yet I swear if I drove into that town with a flat tyre, I could locate the garage and a find place to grab a latte while the mechanic was fixing my car – without having to ask a soul.

And that’s because my author is a great world-builder.
​
He writes crime thrillers, but he never forgets that most of his readers aren’t cops; that many don’t even live in the US, never mind near the Colorado Rockies; and that no one lives in Rocky Points … because he made it up.
Places in the Darkness

Chris Brookmyre, Orbit, 2018

The City & The City

China Miéville, Pan, 2011

Dissolution

C.J. Sansom, Pan, 2015


Environments of the not-now and the not-here
Crime fiction is as versatile a genre as any other. For not-here, think about Chris Brookmyre’s Places in the Darkness. The Ciudad de Cielo space station makes the Colorado Rockies seem like a mere hop. It’s crime fiction, but spacey!

For not-now, how about C. J. Sansom’s Shardlake series. It’s crime fiction but the Tudor world in which our lawyer-detective operates bears little resemblance to that of a modern detective.

And then there’s China Miéville’s not-here and not-now The City & The City. It’s a richly gritty world of hardboiled crime fiction where things don’t work in quite the same way. However, the narrative feels utterly reliable.

All three authors are fine crime-writing world-builders, and their plots never unravel because the worlds they’ve shown us work.

Your wiki and your plot
Not everything in your wiki has to end up in your book, but all of the information will help you keep track of who’s who, what’s where, and how. That means you can keep the environment(s) in which your story is set coherent.

Furthermore, if you decide to write a series, your wiki will help you maintain consistency across books. Even if you switch to a new location, even a new planet, and different rules come into play, it’s a space in which you can record the additional information and keep yourself on track.

Let’s look at some of the elements you might include in your crime wiki.

Physical environment
Where does your story take place and how will the geography, geology and climate play with your plot? Does the landscape or the weather restrict or empower your characters, and if so, how?

Real or fantastical, every world must obey its own scientific laws. Continuity is key, and your wiki will help you stay on track.

Imagine your protagonist’s partner dies because the paramedic’s oxygen tank is empty, but they live on a world where the population breathes mainly nitrogen. Even your characters’ inhalations can blow a hole in your plot if you don’t keep track of the rules of your physical environment.
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If you’re setting a story in a real place that you’ve not visited, the wiki is where you record the details you’ll need to stop pedantic locals getting the hump when your hero sprints from the Tube station at Amersham to the next stop on the line. Chalfont & Latimer looks close by on the London Underground map, but trust me, it’s not for sprinting. Embankment to Charing Cross, yes!

Culture, language and faith
Use your wiki to record the ideas, customs, belief systems and social behaviours that distinguish your world, and how those will impact on your characters. Record also how your characters speak, and whether they are out of place in the setting, or fully integrated.
Consider how historical cosy crime narratives find clever ways to enable characters who are restricted by socio-economic or gender disparities typical of the eras they’re set in.

A good example is Emily Brightwell’s Mrs Jeffries. She’s a Victorian housekeeper who nimbly engineers a higher quality of detection than her boss, the hapless Inspector Witherspoon, would be capable of without the help of his domestic staff.

Mrs Jeffries

Emily Brightwell, Constable, 2018

How will you reflect the way people speak in your world? Do people from the region in which the novel’s set have a particular idiom or dialect, and will you express this just through dialogue or in the narrative too?

Will you offer nudges here and there or include it consistently and heavily throughout the book?
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It goes without saying that if you include phrasing in a language you’re not fluent in, get it checked by someone who is. Google Translate is not the tool of choice here.

Rules of governance
Record who’s in control and how the rule of law works in your novel’s setting. If you’re mimicking reality, there might be variations not just between countries but also between states, counties, provinces or municipalities.

Who makes the law? Who upholds it? What powers do they have? What are their titles? Who are they accountable to? What are the checks and balances that restrict them? And what does sentencing and punishment look like in the world you’ve created?

How about the rules of engagement and the customary notifications given to characters apprehended by law enforcement? If a right-to-silence warning is given to a suspect arrested in the UK, and it’s referred to as a Miranda warning, your narrator’s reliability will be compromised. The term ‘caution’ is used in this neck of the woods.

Make notes about the way the jurisprudence system works, and the rights of your world’s citizens in the locations you situate them. For example, time and place will determine how long a person can be held without access to legal representation, and how they might be punished if they’re found guilty of a crime.

If your story is taking place in a fantastical setting, you can decide how all of this works. Still, your wiki will ensure there’s continuity in the way you apply your fictional rule of law to your characters.

Science, technology, engineering and medicine ... and guns
Your wiki is the perfect place to record essential information about science, tech and weaponry – what it is, how it works, who has access to it and what it’s used for.

If you’re going for authenticity, make notes about how it works in the real world. How heavy is a Glock 19, and can a suppressor be attached to the barrel? What noise does a suppressed gun really make – is it just a pop or something louder?

Years ago, I read a novel by a very well-known fantasy and horror writer. One of the subplots hinged on the DNA of a set of identical twins – one egg, one sperm, one zygote, which had split into two embryos. They had almost identical DNA. Only they didn’t because our twins were different sexes. That meant they were fraternal, not identical. The only thing they’d shared was a womb. A technical error pulled the plot to pieces.

Food, drink and dress
What do people eat and drink in this world, and how do they dress?

Are there foodstuffs or materials that are restricted, impractical, unaffordable or impossible to access for some or all of the characters in your world?

Does what people eat and how they dress indicate something about their status, their identity, their belief system, and what are the norms and rules surrounding their choices?

Even if this information isn’t integral to the plot, it can still help your reader immerse themselves in your narrative as they experience the colours, textures, tastes and smells of the world in which your characters are moving.

Heterogeneity in homogeneity
As with real life, just because a group of people share a location, a job, a faith, doesn’t mean they’re all the same.

Unless homogeneity is central to the plot, it can suck the soul from a novel because it’s unusual.
Michael J. Sullivan’s Hollow World is a mystery thriller set in the future where a person’s physical appearance is determined by their job. That doesn’t stop him looking for ways to distinguish the members of his worker groups – through belief systems, styles of dress, hobbies and passions, even the way they move and smile.
​
Use your wiki to record which differences and similarities make sense in your world, and how you will reflect them.
Hollow Man

Michael J. Sullivan, Tachyon, 2014

Any other quirks
Record information about any other quirks that are story-specific in a miscellaneous section.

I nearly came undone with my own writing when embarking on a piece of flash fiction centred around where I live in Norfolk. During my research into pheasant shooting, I found out that my wee tale had come undone before I’d put a word on the page.

Initially, I’d centred my plot around a crime being ignored during the summer because of the gunshots from legal pheasant-shooting parties. ​
Big Skies

Louise Harnby, 2018. Click on the image to read

Turned out this would have been impossible because the law in England prohibits shoots of that specific bird during the summertime.

Still, better that I made my discovery early on. Fixing it later would have required rewriting. The information I gleaned from my research would have gone straight into a wiki if I’d been writing an 80K-word novel rather than 800 words of flash.
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Summing up
You can include whatever you need to in your wiki. Fundamentally, it’s about consistency and continuity, such that your plot isn’t plundered because you forgot something crucial about your world and how it works.
​
More than that though, a reliable world is a believable world, even if it’s completely fabricated. When your readers feel like they can visit without having to ask where to grab a cuppa, you know you’ve built something beautiful.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.

She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.

Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
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Research tools for crime and thriller writers

3/9/2018

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If you’re including authentic technical or procedural information in your crime writing, you’ll be wearing your research hat. Your story should come first, of course. However, be sure to get your facts straight before you decide if and how far you’re going to bend reality.
Research tools for crime writers
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Procedure varies between region and country, and when your novel is set will also determine the relevance of the resources I’ve included. Still, even those outside your jurisdiction might spark an insight that drives your storyline further or deepens your characterization

Conversations and ride-alongs
My brushes with the law have been limited to bad parking. Still, I know a few coppers socially, and it’s to them I’d head for procedural guidance in the first instance.

If you know a police officer, a forensic anthropologist, a crime-scene investigator, a barrister, or whatever, ask them if you can pick their brains. They’ll have expert subject knowledge and insights, and your talking with them face to face could be the most powerful tool of all.

If you don’t have existing contacts, ask your friends for theirs or put a call out on social media. A writer recently requested help from munitions experts via the Alliance of Independent Authors (ALLi) Facebook group. Several commenters provided advice and one offered to put her in touch with an expert.

​If your book's set in the UK, try Consulting Cops, a team of law-enforcement experts who'll help you keep your facts straight.

Here’s crime writer Julie Heaberlin discussing the importance of researching and feeling comfortable approaching experts, especially to bring deeper layering to her novels:
‘I’m very worried about not being accurate […] because there are a lot of writers who don’t research and that’s just more misinformation out there. And I learn things myself. Standing outside the Texas Death House during an execution … it wasn’t anything like I thought it would be.’
How to Write Crime – Harry Brett in conversation with Sophie Hannah and Julia Heaberlin. Waterstones, Norwich, 2018
Ride along with the police
In a bid to improve relations between the police service and the public, some larger forces now operate ride-along schemes that allow members of the public to patrol with an officer. In the UK, these include Avon & Somerset, Nottinghamshire, Essex, Lincolnshire, Lancashire, Humberside and Warwickshire Police.

Search online using the keywords ‘ride-along police [your country/state/city]’ and see what comes up.

Watch and read
How about TV and movies? Your favourite crime dramas and fiction might have been meticulously researched. Then again, they might not. In ‘Five Rules for Writing Thrillers’ David Morrell urges writers to do the research but to use caution:
‘You don’t need to be a physician or an attorney to write a medical thriller or a legal thriller, but it sure helps if you’ve been inside an emergency ward or a courtroom. Read non-fiction books about your topic. Interview experts. If characters shoot guns in your novel, it’s essential to fire one and realize how loud a shot can be. Plus, the smell of burned gunpowder lingers on your hands. Don’t rely on movies and television dramas for your research. Details in them are notoriously unreliable. For example, the fuel tanks of vehicles do not explode if they are shot. Nor do tires blow apart if shot with a pistol. But you frequently see this happen in films.'

Morrell talks more about how research makes him ‘a fuller person’ and how he learned to fly in order to create an authentic pilot for his book The Shimmer. The expense of a pilot’s licence will probably be out of reach for the average self-publisher. YouTube could be the solution.
YouTube tools
There are thousands of hours’ worth of real-life video footage on YouTube. You can learn from experts about how a body decomposes, how an autopsy is carried out, how a forensic sketch artist works, and how to clean up a crime scene.

And there are lectures on the science of blood spatter, computer forensics, investigation techniques, and forensic imaging. You name it, it’s probably there.

Use Wikipedia
Wikipedia is great for any sleuthing writer wanting to track down information about criminal procedure. Do, however, use the primary sources cited in the references to verify the information. In the online masterclass ‘How to Write a Crime Novel’ Dr Barbara Henderson recommends using at least two sources for internet-verification purposes.

Here are some searches to get you started:
  • Law enforcement in the United States
  • Police officer ranks (international)
  • Murder (crime definitions)
  • Firearms policy in the UK​

Security agencies
Security agency websites
MI5 – the UK’s homeland security service
​Visit the official site of MI5. There’s information on how it handles covert surveillance, communications interception, and intelligence gathering, plus a brief overview of its history since its creation in 1909.

Christopher Andrew’s The Defence of the Realm is the first authorized history of the service. Published by Penguin in 2010, it’s available on Amazon and in major bookstores.

Visit The National Archives and type MI5 into the search box. That will give you access to all the files that have been released into the public domain to date.

National Crime Agency (UK)
The NCA is tasked with protecting UK citizens from organized crime. Its website has articles and reports about cybercrime, money laundering, drugs and firearms seizure, bribery and corruption, and trafficking.

I recommend looking at the NCA’s free in-depth but readable reports such as the National Strategic Assessment of Serious and Organised Crime 2018, which outlines threats, vulnerabilities, the impact of technology, and response strategies.

MI6 (SIS) – the UK’s secret intelligence service
​Visit the official website of the SIS to find out how it handles overseas intelligence gathering and covert operations. There’s a brief overview of the service’s history and some vignettes that illustrate how intelligence officers operate.

Keith Jeffery’s MI6: The History of the Secret Intelligence Service 1909–1949 is ‘the first – and only – history of the Secret Intelligence Service, written with full and unrestricted access to the closed archives of the Service for the period 1909–1949’. If you want historical information, this is a good place to start.
​
GCHQ – Government Communications Headquarters (UK)
The GCHQ website is worth visiting just to see the building from which it operates in Cheltenham! There’s an overview of GCHQ history, operations, its various operational bases, and how it works with Britain’s other security services to manage global threats.

For a more in-depth study of the service, start with Richard Aldrich’s GCHQ: The Uncensored Story of Britain's Most Secret Intelligence Agency.

FBI – Federal Bureau of Investigation (USA)
The FBI’s website is packed with the usual overview material of how and why, but I think the go-to resources are the likes of the free Handbook of Forensic Services, the Terrorist Explosive Device Analytical Center (TEDAC) page, and the training guidance.

​The easiest way to navigate around the site is to head to the FBI home page and scroll down to the links in the footer.
​
NSA – National Security Agency
The NSA website is the place to go for twenty-first-century code-breaking information, and there’s a ton of information about cybersecurity and intelligence. Head for the Publications section to get free access to The Next Wave and various research papers. The material is dense but could be just the ticket for building backstories for cybergeek characters.

Crime Writer's Guide to Police Practice and Procedure
Police forces
Michael O'Byrne is a former police officer who worked in Hong Kong, and later with the Metropolitan Police (sometimes referred to as New Scotland Yard). Try the second edition of his Crime Writer's Guide to Police Practice and Procedure.

INTERPOL
This is the world’s largest police force with nearly 200 member countries. The Expertise section of its website is rammed with useful and readable information on procedure, technical tools, investigative skills, officer training, fugitive investigations, border management and more.

UK police forces
Police procedure will vary depending on where you live. You can access a list of all UK police force websites here: Police forces, including the British Transport Police, the Central Motorway Policing Group, the Civil Nuclear Constabulary, the Ministry of Defence Police and the Port of Dover Police

An Garda Síochána – Ireland’s national police and security service
The easiest way to navigate the Garda’s website is to head for the home page and scroll down to the sitemap at the bottom. There you’ll find links to information on policing principles, organizational structure, and the history of the service. The Crime section is particularly strong on terminology and procedure.

Legal resources
Lawtons Solicitors’ website has an excellent Knowledge Centre filled with articles on parliamentary acts, offences, criminal charges and police procedure. What are the drug classifications in the UK? and Police Station interviews are just two examples.

Ann Rule’s advice on attending trials is aimed at true-crime writers, but you could use the guidance for fictional inspiration: Breaking Into True Crime: Ann Rule’s 9 Tips for Studying Courtroom Trials.

Crown Prosecution Service (UK): The Crown Prosecution Service (CPS) website provides detailed prosecution guidance for criminal justice professionals. It is extremely dense, and so it should be; it wasn’t designed for novelists! See, for example, the section on Core Foundation Principles for Forensic Science Providers: DNA-17 Profiling. Still, there’s a wealth of information there for those prepared to wade through it.

​Department of Justice (USA): The DOJ site offers guidance on the role of the Attorney General, the organizational structure of the department, lots of statistical information, and maps of federal facilities.


​Forensics resources
Forensics resources
  • Forensic Science and Beyond: Authenticity, Provenance and Assurance is a free, huge and fascinating study that includes evidence and case studies of forensic science in relation to cybercrime, chemical weapons, victim identification, pharmaceuticals, nuclear forensics, and more. It’s worth a read for plot ideas as much as procedure.
  • The Crime Scene Investigator Network claims to be ‘the world’s most popular crime scene investigation and forensic science website’. It’s US-centric, so whether the procedures outlined there will be relevant to your jurisdiction will be worth checking.
    Still, the site is easy to navigate and avoids academic jargon. There’s information on evidence collection (blood, semen, firearms residue, drugs, fingerprints, fibres, and so on), photography and procedure, and a collection of articles written by crime scene investigators. Well worth visiting, wherever you’re based.
  • If you want to know what the UK’s Forensic Science Regulator considers best practice, delve into its current Codes of Practice And Conduct, 2017 and The Control and Avoidance of Contamination in Crime Scene Examination involving DNA Evidence Recovery.
  • For additional technical guidance, and to search for more forensics resources, visit the UK government’s Publications and search by keyword. What’s especially useful about these collections is that archived reports are held on file. And that means you can access guidance not only as it stands now, but in the past too.
  • The Royal Anthropological Institute has a Code of Practice for Forensic Anthropology that ‘defines the purpose of the forensic anthropology process and the series of steps that must be followed from the time a forensic anthropologist (FA) is notified of involvement in a case until the presentation of findings, whether by report alone or through the provision of evidence in the court room’.​
  • There are some interesting insights into human taphonomic research (that's body farms to you and me) in this report: The Operation of Body Farms – Learning Points for Setting up a Human Taphonomy Facility in the UK.
  • Val McDermid's Forensics: The Anatomy of Crime, published by the Wellcome Collection in 2015, 'traces the history of forensics from its earliest beginnings to the cutting-edge science of the modern day'.
  • Introduction to Forensic Science: This is a free online course from the University of Strathclyde via FutureLearn. 'Explore the methods underpinning forensic science, from crime scene investigation to reporting evidential value within a case.'

Historical crime writing resources
  • Victorian Crime & Punishment includes a prisoner database and case studies of real crimes and trials.
  • The National Archives holds historical records of serving officers in the Metropolitan Police and the Royal Irish Constabulary.​
  • The Police History Society documents police museums, collections, historical societies and related resources.
  • US crime writer Jason Lucky Morrow hosts a true-crime blog called Historical Crime Detective. The subtitle is ‘Where Old Crime Does New Time’. That in itself was enough to pull me in! He promises we ‘will discover forgotten crimes and forgotten criminals lost to history. You will not find high profile cases that have been rehashed and retold ad infinitum to ad nauseam.’

Weapons research
Weapons research
  • The Art of Firearms in Fiction is a free 45-page primer featuring Steve Allen, a soldier-turned-editor who specializes in military particulars, with additional material from Aden Nichols, an editor and Special Forces veteran.
  • Guns Guns Guns is an ‘online directory and forum for those who prize their right to keep and bear arms’. If you want to know something about firearms, the answer’s probably there.
  • The Firearms section of the UK government’s website includes statistics on firearms certification and guidance on legal use.
  • The ATF: Bureau of Alcohol, Tobacco, Firearms and Explosives (USA) includes a photo gallery of different categories of guns, a code of federal regulations, licensing information in regard to firearms and explosives, and articles about tools and services for law enforcement.

I hope you find these resources useful. I’ve barely been able to scratch the surface, not least because I’m busy trying to book a ride-along with my local bobby! While I sort that out, here’s some wise advice from David Morrell:
‘The point isn’t to overload your book with tedious facts. Rather, your objective is to avoid mistakes that distract readers from your story. If you’ve done your research, readers will sense the truth of your story’s background. In addition, the topic should interest you so much that the research is a joy, not a burden.'

Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.

She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.

Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
11 Comments

Macros for fiction editors and authors

26/2/2018

0 Comments

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

I don't use all of these (every editor has their preferences) but some of them are staples and save me oodles of time! 
Macros for fiction editors and authors
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