Edit First, Check Later

By Jack Lyon, the Editorium

The world is awash with software designed to improve your writing, and this software can be particularly valuable to editors. Here are some of the current contenders:

PerfectIt from IntelligentEditing
Lingofy
Scribendi
ProWritingAid
WordTune
Hemingway
WhiteSmoke
Ginger
Sapling
SlickWrite
LanguageTool
SentenceCheckup
Linguix
AfterTheDeadline
OnlineCorrection
Antidote
GrammarCheck

But good grief, how many grammar and spelling checkers do we need? And what is the best way to use them?

I'm going to offer a radical suggestion: Don't use any such checkers until after you've finished editing. That's right: edit first, check later. Otherwise, you'll be swamped with suggestions and corrections, and you'll need to consider every one. Here's an example from Lingofy:

Do you really want to work your way through all of that?

Similarly, when you're using Word's spellchecker (now part of its "Editor" feature), every time you encounter a misspelling, you'll need to choose what to do with it:

Ignore Once
Ignore All
Change One
Change All
Add to Dictionary

Do you do that? Do you slog through a manuscript responding to each possible misspelling that Word finds? Stop it! Instead, fix as many misspellings as possible before running the spellchecker, using a batch operation that requires no intervention from you. The best way I know to do that is with my MegaReplacer program, which is included with Editor's ToolKit Plus. The program comes with a long list of corrections ready for you to use, including many words that are commonly misspelled—more than 500 in all. Here are a few examples:

millenium
supercede
rarify
acommodate
comraderie
pavillion

MegaReplacer automatically fixes all of those so you don't have to. After it's finished, then you can run the checker of your choice to catch any odditites or stragglers that weren't in your list.

Word's spell-checker is a terrific tool for finding random typographical errors, but if you’re using it to find common misspellings, you’re wasting your valuable time. After all, you already know they’re misspellings; why not fix them all in one go? Let MegaReplacer correct any possible occurrences while you take a break or work on something else. Then, if you want to catch typos, run a spell-check after fixing misspellings with MegaReplacer, and you’ll have far fewer errors to deal with.

Similarly, the PerfectIt add-in from Intelligent Editing is wonderful, and you should definitely use it to ensure consistency. But if you already know that your house style specifies, say, healthcare rather than health care, you don’t need PerfectIt to point out deviations. Just use MegaReplacer to fix them all. Then use PerfectIt to find other inconsistencies that might not be on your radar.

Here are the basic steps I recommend for editing a manuscript:

Run FileCleaner (also included with Editor's ToolKit Plus) to clean up multiple spaces, multiple returns, spaces around returns, misplaced punctuation, unnecessary formatting, and so on.
Run MegaReplacer to fix common misspellings and enforce editorial style for special terms.
Apply heading styles so you can see your document's structure and more easily find your way around as you edit.
Edit the text, using your brain as the ultimate checker.
Finally, run the checkers of your choice to catch problems the previous steps might have missed.

Use the checkers. Just don't let them use you!

Getting a Bird’s-Eye View on Your Document

By Jack Lyon, the Editorium

Back in the days of editing on paper, I would sometimes spread manuscript pages out on my desk to get a bird's-eye view of the text I was working on. This could be useful for several reasons:

To see if long stretches of text needed to be broken down into subsections.
To compare points made over here with other points made over there.
To see if the overall organization of a chapter made sense.

On a computer screen, the default view is one page at a time, and most editors rarely deviate from that, even though it's possible (and sometimes useful) to do so. Here's how:

On Microsoft Word's ribbon, click the View tab.
Click the Zoom button.

Click the Many pages button and select 2 × 4 Pages, which is the maximum Word allows when setting the number through the ribbon.

Click the OK button.

Your document's pages should now be displayed four across, and if it has more than eight pages, they will automatically be displayed in more rows than the two you specified.

It's a bird's-eye view! After looking around, you can place your cursor anywhere on one of the pages and then click Zoom > One page to work on that page. Very convenient!

If you want to display more than four pages across, you can do so with a macro. This one will give you ten pages across:

Sub BirdsEyeView()    
    With ActiveWindow.ActivePane.View.Zoom
        .PageColumns = 10
        .PageRows = 2
    End With
End Sub

You can change the ".PageColumns = " number to anything you like, but 25 appears to be the maximum that Word will accommodate.

To return to Word's default view of one page, click Zoom > One page.

Here's how to use the BirdsEyeView macro and put in on Word's Quick Access Toolbar for easy use:

https://editorium.com/archive/how-to-add-a-macro-to-word-and-its-qat-quick-access-toolbar/

How about you? Do you have better ways of getting a bird's-eye view of your work? If so, I'd love to hear from you.

Lyonizing Word: Before Typesetting

by Jack Lyon

I need your help, Gentle Reader. I need your ideas. Back in 1996, when I started selling Microsoft Word add-ins at the Editorium, getting a Word document into QuarkXPress was tricky: Quark was prone to crashes and didn’t handle footnotes at all. To solve these problems, I created QuarkConverter, and NoteStripper. A few years later, when people started switching to InDesign, I created InDesignConverter.

In the past several years, however, both QuarkXPress and InDesign have become much better at importing Word documents directly, without the need for a converter. The crashes are mostly gone, and footnotes come right on in. Nevertheless, I’m wondering what else might be done to a Word document to save time and trouble when importing into a layout program — and I’d greatly appreciate your thoughts about that. Here are some examples of the kind of thing I have in mind:

Add nonbreaking spaces to dates and initials.

For example, if the text includes a date like “August 17, 2016,” most typesetters want “August” and “17” to stay together; adding a nonbreaking space between the two elements does the trick. Similarly, if a name like “C. S. Lewis” shows up, it’s nice to keep the “C.” and the “S.” together. (To add a nonbreaking space in Word [Windows] 2007 and newer, hold down the CTRL and SHIFT keys as you press the spacebar. For Word [Mac], press the Option key as you press the spacebar.)

Remove formatting “overrides.”

Typesetters typically want to handle formatting with styles, so that changing a style attribute in InDesign automatically changes formatting throughout the document. If an author or editor has applied styles in a Word document, those styles can be imported and used in InDesign. But if an author or editor has applied direct formatting using various fonts, that formatting will be imported as “overrides” on the text, which can be a bit of a pain to clean up.

Override Options

In its Styles pane, Microsoft Word offers to “Clear All” formatting and styles from selected text.

Clear All Option

The problem is, “Clear All” really does mean “Clear All,” including not just font overrides but also such local formatting as bold and italic, which needs to remain intact. InDesign’s “Clear Overrides” feature has the same problem. Do you really want to remove italic formatting from the hundreds of journal titles in that giant manuscript you’re editing? If you’re proofreading or setting type, do you really want to put all that formatting back in again by hand? My FileCleaner add-in includes an often-overlooked feature (“standardize font formats”) that removes font overrides but leaves bold, italic, and other local formatting intact, which is exactly what’s needed.

Standardize Font Formats Option

Turn straight quotation marks into curly ones.

InDesign can do this—sort of. But it can’t handle things like “’Twas the night before Christmas” or “A miner, ’49er” (dreadful sorry, Clementine). FileCleaner does a much better job of dealing with this; it properly handles ’til, ’tis, ’tisn’t, ’twas, ’twasn’t, ’twould, ’twouldn’t, and ’em, as well as single quotation marks in front of numbers, all of which then come into InDesign correctly. If you have other items that should be included in this list, I’d love to know what they are.

Remove multiple spaces between sentences.

In the 1800s many books were set with extra space between sentences.

Sample of 1800s Typeset Page

But, frankly, the 1800s were not exactly the golden age of typesetting.

1800s Poster

Modern books include just one space between sentences. Still, many authors continue to use two, following the instructions they were given by their high-school typing teacher back in the twentieth century. And that means the double spaces need to be removed at some point. InDesign has built-in find-and-replace routines that will fix this and a few similar items.

InDesign Find & Replace

FileCleaner, however, fixes many such things. And the version that’s included with Editor’s ToolKit Plus 2014 fixes many more.

FileCleaner Options

Change italic and bold formatting to character styles.

Using character styles in InDesign provides much more stability and flexibility than local bold and italic formatting. It would be nice to have these styles already applied in Word before the document is imported into InDesign. My tools don’t currently do this, but they probably should.

QuarkConverter and InDesignConverter include some other useful fixes.

Quark Converter Options

InDesign Converter Options

Nevertheless, I can’t help thinking that there must be things I’ve overlooked. I’m an editor, not a typesetter, so I don’t really know all of the things that typesetters have to fix that they really shouldn’t have to deal with. (This probably includes the most common errors that proofreaders mark.) So if you do typesetting or proofreading, would you help me out? I’d really like to know what I’m missing — things that could be cleaned up in an automated way in Microsoft Word before a document is ever imported into InDesign. What problems do you routinely encounter that you wish would go away? If you’ll let me know, I’ll try to come up with an add-in designed specifically to fix such things. Your suggestions for this would be most welcome.

Of course, typesetters and proofreaders aren’t the only ones who can benefit from this kind of cleanup. It’s also valuable to editors, allowing them to focus on words, structure, and meaning rather than deal with these tiny but pervasive problems. Little things like double spaces and straight quotation marks may not seem all that bothersome, but like pebbles in your shoe, they create subliminal annoyance that really adds up, making editing much more difficult than it should be. At least that’s my experience. What do you think?

Jack Lyon (editor@editorium.com) owns and operates the Editorium, which provides macros and information to help editors and publishers do mundane tasks quickly and efficiently. He is the author of Microsoft Word for Publishing Professionals, Wildcard Cookbook for Microsoft Word, and of Macro Cookbook for Microsoft Word. Both books will help you learn more about macros and how to use them.

Lyonizing Word: Inside Notes

by Jack Lyon

As useful as they are, Microsoft Word’s footnotes and endnotes are amazingly easy to mess up. Let’s look at some ways that can happen — and how to fix the problems.

First, we need to open a document that has footnotes — or make one. Then, to really see what’s going on, we’ll do this:

Click “View” and then “Draft.”

Click "View" then "Draft"

2. Click “References” and then “Show Notes.”

Click “References” and then “Show Notes”

That should take you into Word’s “Notes Pane,” which should look something like this:

Word’s “Notes Pane"

Deleted Reference Numbers

The superscript numbers in front of each note are called reference numbers. By default, they’re formatted with a character style — either Footnote Reference or Endnote Reference, which you can modify if necessary. What’s interesting about these numbers is that it’s possible to delete them, so the notes look like this:

Deleting Note Numbers

Deleting them, however, is an extraordinarily bad idea. Those numbers may look simple, but under the hood they have a lot going on. The number itself is automatically generated based on the reference number in the text itself. (If you create footnote number 9 in your document, the note itself will start with the number 9. If you delete footnote number 9 in your document, the note and its number will be deleted.) The number also signals the start of a new note, and if it’s gone, document corruption is probably not far behind.

You can often tell if a reference number is missing by looking at the other note numbers. If they’re numbered like this, you know something’s wrong:

A Clue That Something Is Wrong

That’s actually a fairly easy problem to fix: just copy the reference number from one of the other notes and paste it in front of the note that’s missing its number. For example, if you copy the number for note 3 and paste it in front of the numberless note 2, you’ll actually get a 2 in front of the note. Microsoft Word is smart enough to know what the number should be.

Usually, the reason a number is missing is because the author has directly deleted the entire text of the note, like this:

When Note Text Is Deleted Directly

Why Microsoft hasn’t prevented this is beyond me. If the author had deleted the note number up in the main document text, there wouldn’t be a problem.

Typed-In Reference Numbers

Sometimes, in an effort to make notes look “pretty” or meet a certain style, authors will format reference numbers as regular text rather than superscript, then type a period after them. There’s really nothing wrong with that, other than introducing extraneous periods when importing the file into a typesetting program. But some authors actually delete the numbers and type in new ones by hand. You can tell when that has been done by putting your cursor in front of a double-digit note number and pressing the right cursor key. If your cursor moves past the entire number, the number has been automatically generated. But if your cursor moves forward only one digit, the number has been hand-typed.

Again, you could fix the problem by copying an automatic number and pasting it over the hand-typed number, but what if all of the numbers have been hand-typed? Where will you get an automatic number to copy? Simple: just insert a new footnote and copy the number from that. After you’ve finished pasting, delete the extra note (up in the text, remember).

If you have lots of these numbers, you probably won’t want to fix them by hand, so here’s an easier way:

Select all of the notes in the notes pane.
Copy the notes.
Paste the notes at the end of the document.
Using Word’s Find and Replace feature, search for ^f (the code for footnotes) or ^e (the code for endnotes) and replace all of the existing note numbers with a superscript 1. (That will also delete all of the automatic notes in the document.)
Use the “Text to Notes” feature of my trusty NoteStripper add-in to turn the text notes into automatically numbering ones.

“Special” Carriage Returns

Sometimes when editing notes, you’ll try to make a deletion and get the message that “This is not a valid action for footnotes”:

Oops!

What that cryptic message should say is “You can’t delete the carriage return that ends a footnote.” The carriage return that marks the end of a note isn’t a regular return; it’s a special return, and you can’t delete it — Word won’t let you. So what often happens is that authors will delete the note text and its reference number, leaving the carriage return behind. But there is a way to get rid of that return: delete its note number up in the main text of the document. If you can’t tell which note number that is, copy the number of a different note and paste it in front of the note’s carriage return. That will give the note a proper number, and you can then delete the note up in the main text. If you have lots of these extraneous carriage returns, you can get rid of them with a macro, as described in “Lyonizing Word: Deleting Extraneous Carriage Returns in Footnotes and Endnotes.”

Microsoft, Are You Listening?

We wouldn’t have such problems with notes if Microsoft would implement just a few changes:

Make it possible to delete a note by selecting the entire note, including the note reference number, the note text, and the “special” carriage return at the end of the note, and then pressing the Delete or Backspace key (which should also remove the note number from the main text). That would keep authors from leaving behind misnumbered notes and extraneous carriage returns.
Provide additional numbering options for the reference numbers in front of the note text, in particular the option to use full-sized numbers followed by a period. That would keep authors from typing in numbers and periods by hand (maybe).
When trying to delete the reference number or carriage return, provide a message that says “Select the entire note before deleting” or “To remove a note, delete the note number in the main text of your document.”

These changes would do a lot to prevent problems caused by authors who don’t know how to properly use Word’s notes. You can help by letting Microsoft know about these needed changes. Give your feedback at Microsoft’s “Welcome to Word’s Suggestion Box!”

What about you? Have you seen other odd problems with Word’s notes? If so, how have you solved them?

Lyonizing Word: Using the “Find What Expression” Wildcard

by Jack Lyon

Rich Adin recently sent me an interesting challenge. He was using his EditTools Journal feature to mark journal titles in references. The power behind that useful tool comes from lists of incorrectly styled references with corresponding correctly styled references. He creates a separate list for each reference style. The list he sent me was for AMA style, in which the reference uses the PubMed abbreviation followed by a period. It looks like something like this:

The text to the left of the pipe (|) is how the entry might (incorrectly) appear in the references supplied by the author; the entry to the right is how it should appear. Each entry includes a color, either cyan or green, which tells the program to use that color in highlighting the reference.

Rich knew that some of the entries included duplicates, like this:

Arch Intern Med. | cyan -> Arch Intern Med.

In other words, the item on the left was identical to the item on the right, which meant that it shouldn’t be marked. That also meant the entry didn’t need to be on the list at all. But the real problem was that Rich’s reference list included more than 117,000 entries!

Rich’s challenge? Use wildcard find and replace to remove such entries, thus shortening the list and preventing unnecessary marking.

First, let’s look at that entry again to see what we might need to do:

Arch Intern Med. | cyan -> Arch Intern Med.

There’s a pipe symbol (|) in the middle, which gives us something to differentiate the left side of the entry from the right side of the entry. So we might set up the first part of our wildcard string to look like this:

([!^013]@) |

That tells Word to find any character except a carriage return, an unspecified number of times, until it comes to a space followed by a pipe symbol.

The wildcard for a carriage return is:

^013

The wildcard for “except” is:

And we have to put both of those in square brackets so Word knows that’s a set of characters. (After all, [!^013] finds any character, no matter what it is, unless it’s a carriage return.)

The wildcard for “an unspecified number of times” is:

Finally, we have to put all of that into a “group” by enclosing it with parentheses. And that’s important. You’ll see why in a minute.

Testing that part of our search string, we see that, yes, indeed, it finds the following:

Arch Intern Med. |

In fact, it finds the beginning of each entry, which is just what we want.

Now let’s look at the right side of our entry:

cyan -> Arch Intern Med.

You can’t see it here, but there’s a space in front of “cyan” — the space that follows the pipe symbol. So we need to include that space in our search string, along with the word “cyan” (in the following examples, I use [space] to represent a space so you can see it; [space] should not actually be entered; use a real space created by pressing the space bar):

[space]cyan

There’s also a space after cyan, so we’ll need to include that as well.

[space]cyan[space]

That needs to be followed by a hyphen, a right angle bracket, and yet another space, like this:

[space]cyan[space]->[space]

But now you may be wondering why I put a backslash in front of the angle bracket. It’s because the angle bracket is itself a wildcard (a subject for another day), so we need to tell Word we’re using it as an actual character, which is what the backslash does.

Finally, the rest of our search string looks like this:

1^013

This part of the string —

— is the “Find What Expression” wildcard, which is what this article is about, and it certainly took us a long time to get to it!

Remember back when we grouped the very first part of our search string in parentheses?

([!^013]@)

That “group” is the “expression” that the 1 wildcard represents. In algebraic terms:

1 = ([!^013]@)

And that means 1 will find whatever is found by the ([!^013]@) expression, which, my friend, is extremely cool, because it will allow us to weed out the duplicate entries on our reference list—entries like this:

Arch Intern Med. | cyan -> Arch Intern Med.

Now, for the first time, let’s look at our entire search string:

([!^013]@) | cyan -> 1^013

By now, you probably understand this quite well. The string finds any characters except a carriage return until it comes to a space and a pipe symbol; then it finds a space, the word “cyan,” and another space, followed by a hyphen, a right angle bracket, and a space. Finally (and most importantly), it finds whatever was found by the parenthetical group, followed by a carriage return.

Now we simply need to make sure that Word’s “Replace with” box is empty and click “Replace All.” All of those unnecessary entries will be deleted. (We’ll need to repeat with “green” for the entries that don’t include “cyan.”)

Which would you rather do: Find and delete such entries manually (with just 117,000 to look through) or have Word do it automatically?

That’s the power of the “Find What Expression” wildcard. In future articles, I’ll show you more uses for this wonderful tool, along with other Word wildcards.

Lyonizing Word: But Which Styles?

by Jack Lyon

In my previous article, Lyonizing Word: Taming Styles in Microsoft Word, I explained how to make Microsoft Word display only the paragraph styles you want to use. But that raises an important question: Which paragraph styles do you want to use?

If you’re writing a simple business letter, the only style you may need is Word’s default of Normal. But if you’re editing a book, things immediately become much more complicated. Consider: What different kinds of text exist in a book? Let’s start with the title page; at a minimum, it includes the following elements:

Title
Author
Publisher

It may also include these:

Subtitle
Publication date

And that means you’ll probably need a paragraph style for each one of those. Why? Because the designer may want to format each element differently. Even if that ends up not being the case, you’ve at least allowed for the possibility. In addition, using a different style for each element makes it possible to use those elements as metadata, and that can be important in electronic publishing. Back in the late 1990s, I was involved in the production of an enormous electronic library. Most of the books were already styled with—that’s right—Title, Author, and Publisher, making it fairly easy to access those elements through a database and thus allow the user to sort books by title, author, and so on.

What styles will you need as you get into the book’s chapters? You might want to pull a couple of books off your shelves and see. You’ll probably find that you’ll need (at a minimum):

Chapter number
Chapter title
Body text

And as you get deeper into the book, you may need some of the following:

Block quotation
Poetry
Subheading
Subsubheading

Most books include a multitude of other elements, such as:

Dedication
Epigraph
Caption
Notes
Bibliography

And on and on and on.

Do you really need all of this detail? Yes, you do. Even if epigraphs and captions are going to look the same (e.g., both will use left-justified 10-point New Century Schoolbook), you as an editor, working in an editorial capacity, shouldn’t be thinking about how epigraphs and captions will look; you should be thinking about whether a specific bit of text is an epigraph or a caption and applying the metadata (a style) that marks it as such. Otherwise, the designer and typesetter won’t know for sure which text they need to format in a certain way. In addition, applying the proper metadata (styles) to epigraphs and captions makes them accessible and manipulable in various ways for later electronic publishing.

Can’t you just let the designer or typesetter take care of all this styling? No, you can’t. Deciding what text should be marked with which style is an editorial matter, not a design or typesetting one. Is this bit of text a subheading or a subsubheading? Should that bit of text be run in or pulled out as a block quotation? Is this line really an epigraph or just part of the body text? Is that line a chapter title, or should it be relegated to a subheading? All of these are editorial decisions; they have to do with what the text is and with what the text means.

Design decisions, on the other hand, have to do with how the text looks. The editor has styled this line as an epigraph. Should it be set in Comic Sans? (Horrors!) Should it be set in italics? Should it be a smaller point size than body text? Should it be centered?

So what styles do you really need? It depends on the book. And there’s no way to know without actually going through the book to find out. I tend to do this as I work, creating new styles as the need arises. Hey, that’s a poem! Guess I’ll need a poetry style (which I then create and apply).

And what should my poetry style look like? For editorial purposes, it doesn’t matter, as long as I can tell that the poetry style has been applied. For example, I might set up the style to be indented half an inch on both sides, with the text color set to blue. When the designer and typesetter bring the text into InDesign, they can redefine the style any way they like. But for now, I can tell that I’ve styled that text as poetry, which, for me as an editor, is all that matters.

In this article, I’ve assumed that you’re creating the styles you need to use, as that’s how I usually work. But for the most part, editors who work for publishers don’t need to do that. Publishers often have their own sets of styles that they require editors to use, and these styles are usually stored in a Word template. For example, you can download the Springer template and the Wiley template. Both templates are well worth looking at, just so you can get an idea of what publishers are looking for in the way of styled manuscripts. Wiley provides additional information in an online article "Applying Formatting Styles."

You may also be interested in my Author Tools Template, which is a collection of styles that make it easy for authors (and editors) to produce properly styled manuscripts, which means that publishers can then use those manuscripts without having to restyle the text.

In addition, if you’re working with styles as I’ve explained in this article, you owe it to yourself to check out the Style Inserter in Rich Adin’s EditTools. This is a slick feature that overcomes the problems with styles that I discussed in my previous article (see Lyonizing Word: Taming Styles in Microsoft Word) and makes it easy to apply publisher styles to a manuscript.

bodytextIt’s worth noting that some publishers don’t use styles at all. Instead, they require editors to mark up text with publisher-supplied codes like the one at the beginning of this paragraph. In that case, it’s important not to type the codes in by hand, as doing so can easily lead to errors. Instead, editors should use something like Code Inserter, which is included in EditTools.

In the 1980s, I worked on the Penta system, which used such codes extensively. During the 1990s, however, I switched to WordPerfect 6.0 and finally to Microsoft Word, and marking text with styles became a more intuitive way to work.

So what styles do I routinely use today? Here’s the minimal list, which I use in all of the books I publish at Waking Lion Press:

Half-Title
Title
Subtitle
Author
Publisher
Copyright
Dedication
Epigraph
Epigraph Source
Part
Chapter
Section
Subsection
Block quote
Poem
Poem Heading
Poem Source
Bibliography
Notes

How about you? What styles do you routinely use? And do you have any tips on how to use them? If so, I’d love to hear from you.

Lyonizing Word: Taming Styles in Microsoft Word

by Jack Lyon

Microsoft Word includes a powerful feature for marking the various levels of a manuscript (such as headings, block quotations, poetry, and so on). That feature is styles, which are valuable for many reasons, including:

They make it possible to reformat a whole document simply by redefining styles or applying a different template using those styles.
They make it possible to find and replace only text using a certain style. For example, you might want to find source citations by searching for parentheses in text styled as block quotations.
They make it possible to generate a table of contents based on specified styles.

So styles are very useful. The problem is that Microsoft Word, in its usual “helpful” way, tries to manage which styles are available, in which document, and how those styles can be accessed. Finally growing tired of this nonsense, I decided to take the matter firmly in hand by writing this article.

My first gripe is that Word decides which styles to show in the Styles area of the Home ribbon, which decision seems to be based on nothing that makes any sense. Right now, it’s showing the following:

Quick Style Gallery

Of the styles available, I use Normal and Heading 1. But Strong? Subtle Emphasis? Intense Emphasis? Who makes this stuff up? Not an actual writer or editor, that’s for sure. So the first thing to do is get rid of the icons for the styles I never use:

Right-click the icon (such as that for Strong).
Click “Remove from Quick Style Gallery” (which, evidently is what the Styles area is called).

Remove from Quick Style Gallery

Now, the question is, when I restart Word or create a new document, does the Strong icon come back? Let’s find out. (Now restarting Word.)

Ha! It’s gone! But what happens if I create a new document? (Now creating a new document.)

Shoot, Strong is back again. So we can conclude that removing a style from the Quick Style Gallery applies only to the document in which we remove the style.

I could get rid of Strong and then save what I’ve done as a Quick Style Set:

Save as Quick Style Set

But I’d like to get rid of Strong once and for all. How can I do that?

Well, I’ll start by showing Word’s task pane (by clicking the little arrow at the bottom right of the Styles area):

Word's task pane

Now I should be able to click the drop-down arrow next to Strong and delete it, right? Nope. Word won’t let me. How annoying!

Delete Strong

Well, then, where does the Strong style live? In Word’s Normal.dotm template, of course. Can I get rid of it there? I open the folder where the template lives, which on my computer is here:

C:UsersJackAppDataRoamingMicrosoftTemplates

Then I open the Normal.dotm template. Now can I delete the Strong style?

No, I can’t; same problem as before. Word really, really, really wants to keep its built-in styles — which is why they’re called “built-in,” I guess. So my only recourse is to (1) set how the style will be displayed and then (2) tell Word which styles to display. Here’s how:

Open the Normal.dotm template, which is where your default styles are stored.
Under Style Pane Options (the blue “Options” link at the bottom of the task pane), set “Styles to Show” as “Recommended.” Select “New documents based on this template.”

Show styles as recommended

Under Manage Styles (the third button at the bottom of the task pane), set all styles to “Hide” or “Hide until used” except those you want to show. (Even now, Word won’t let you hide everything.) Select “New documents based on this template.”

Hide Strong

Make any other adjustments you’d like, such as the order in which the styles will appear in the task pane.
Save and close the Normal.dotm template.

After you’ve done that, every time you start Word or create a new document, you’ll get only the styles you want to see. I think. I hope. Maybe.

How about you? Do you have any helpful hints about how to tame Word’s styles? If so, I’d love to hear from you.

Lyonizing Word: Why Computers?

by Jack Lyon

Dan A. Wilson, of The Editor’s Desktop, once advised editors that a computer is “far and away your most valuable tool, your ultimate enabler, your brain’s second-in-command. A brain with a pencil in its hand cannot compete — indeed, cannot even credibly challenge — a brain with a computer and computer-sophistication at its disposal.”

Why would that be so? After all, even under the guidance of the most brilliant programmer, a computer can’t ensure that a manuscript has accuracy, clarity, or elegance of expression. But a computer can fix hundreds of mechanical problems that editors shouldn’t have to worry about, and it can do it quickly and consistently.

If something can be automated, then automate it! Let the computer do the heavy lifting. Why is that important? Because it enables you to do more work in less time, and it frees your mind to concentrate on the things that a computer can’t handle (like accuracy, clarity, and elegance of expression). If you’re working for a corporation, that makes you more valuable as an employee (making raises more likely and layoffs less likely). If you’re working for yourself, it enables you to earn more money for the time you put in (as long as you’re charging by the job, the word, or the page, which you should be [see, e.g., On the Basics: Dealing with the Perennial Question of Setting Rates for Our Work]).

Editors working on a computer almost always use Microsoft Word. Love it or hate it (I do both), it is unquestionably the de facto word processor in the publishing world. So how can you use Word to automate whatever can be automated? Here are some suggestions:

Learn to use the full power of Word’s find and replace feature, including wildcards. My Wildcard Cookbook for Microsoft Word will teach you everything you need to know. (No brag, just fact, as we used to say in grade school.)
Learn to record and run macros to automate repetitive editing tasks. My Macro Cookbook for Microsoft Word is a good starting place.
Use Microsoft Word add-ins (like the ones I create at The Editorium) that expand Word’s features to automate various editorial tasks. Let’s look at what some of those add-ins can do to ease your workload.

FileCleaner

We’ll start with one of my most popular add-ins, FileCleaner, which cleans up some of the most common problems in electronic manuscripts, including:

Multiple spaces in a row
Multiple returns in a row
Spaces around returns
Double hyphens that should be em dashes
Hyphens between numbers that should be en dashes

And much, much more. Here’s a screen shot of the options available:

FileCleaner Options

Want to try it? All of those options are included as part of my Editor’s ToolKit Plus 2014 add-in, which I highly recommend that you download and try. The program offers a 45-day trial period so you can make sure it does what you need before deciding to buy. And if you need help using it, I’m always available by email.

I’d like to point out one special feature of FileCleaner that is frequently overlooked. See that option (under “Formatting”) to “standardize font formats (remove overrides)”? It removes all those odd, inconsistent uses of different fonts that authors like to use, but at the same time it leaves italic, bold, superscript, and styles intact. You won’t believe what a difference this can make in cleaning up a manuscript!

FileCleaner also offers to clean up the active document, all open documents, or all documents in a folder, which means you can run the program on a whole batch of files at once while you go back to reviewing manuscripts (or spending time with family and friends).

Document Options

Remember all of my talk about automating what can be automated? This is what I’m talking about. Instead of manually doing dozens of find-and-replace routines on dozens of documents, let FileCleaner do the work.

MegaReplacer

FileCleaner is great for cleaning up common problems, but what if you have uncommon problems that you need to clean up? What if you need to go through three dozen documents and change millenium to millennium in all of them, along with dozens of other misspellings (manger to manager, rarify to rarefy, and on and on and on)? That’s what MegaReplacer is for. Again, it works on the active document, all open documents, or all documents in a folder. But unlike FileCleaner, it allows you to define your own find-and-replace items and then run them en masse. You start by creating a list of the items you want to find and replace, with the find item on the left and the replace item on the right, separated by a pipe symbol (|), which you’ll probably find under your backspace key. Your list will look something like this:

millenium|millennium
manger|manager
pubic|public

Save the list as a Word document, and you can use it over and over again.

So far, so good. But you’re not limited to finding and replacing individual words; you can find and replace whole phrases that you’d ordinarily have to fix manually while editing:

To give you even more flexibility, MegaReplacer allows you to specify Match Case, Whole Words Only, both Match Case and Whole Words Only, or Use Wildcards by appending a code to the items on your list:

“+c” for Match Case
“+w” for Find Whole Words Only
“+&” for Match Case and Find Whole Words Only
“+m” for Use Wildcards

Here’s an example of each:

Department|department+c
per|according to+w
Chief|chief+&
p ([0-9]@.))|p. 1+m

To get you started, MegaReplacer comes with a long list of useful corrections that you can modify to meet your needs.

Editor’s ToolKit

The most basic functions of Editor’s ToolKit Plus reside in the section called “Editor’s ToolKit”:

Editors ToolKit Menu

In particular, they automate some of the most common editorial tasks:

Text Features

Furthermore, Editor’s ToolKit assigns these tasks to the function keys on your keyboard. Need to italicize (or romanize) a word? Press F8. Want to transpose two words? Press F11. To lowercase a word, press F10.

Please note that these keyboard assignments are the default setting for Editor’s ToolKit, which Rich Adin has correctly pointed out should not be the case (and will not be the case in the next version of the program). You can easily go back to Word’s original settings, however, by clicking the Editor’s ToolKit Plus icon and then clicking “Clear Keyboard Shortcuts.”

Keyboard Shortcuts

But if you find that you like the Editor’s ToolKit keyboard assignments, you can activate them by clicking “Set Keyboard Shortcuts.” The program download includes a keyboard template that lists the default shortcuts; print it out and place it above your function keys, and you’ll have a handy guide to which key does what (remember WordPerfect 5.1?).

The keyboard shortcuts for Editor’s ToolKit are not arbitrary, by the way. I’ve tried to arrange them so that the most common editorial tasks are right at your fingertips. For example, F7 toggles italic on and off. Yes, CTRL + I does the same thing, but after you’ve used F7 a few times, CTRL + I will seem clunky and annoying. Something that small does make a difference in how easily and smoothly you’re able to work in Word (see Lyonizing Word: The Right Tool for the Job and Lyonizing Word: Assigning Macro Shortcut Keys).

Many other features are available from the keyboard, but my favorite is Cap Title Case. To use it, select the text you want to put in title case and press F9. But doesn’t Microsoft Word already have that feature? Yes, it does. But take this example:

The call of the wild

Microsoft Word will turn it into this:

The Call Of The Wild

Editor’s ToolKit will turn it into this:

The Call of the Wild

In other words, Editor’s ToolKit properly handles common articles and prepositions. (The next version of the program will allow you to specify those you want to use.)

All of these are small things, but in the pressure-cooker of day-to-day editing, small things make a big difference in the ease and even the pleasure with which these tiny tasks can be accomplished. I’ve been a working editor since 1978, so I’ve been doing such tasks a long time. I created these tools (and the many others included with Editor’s ToolKit Plus) so that my computer can handle the boring, repetitive, mechanical tasks, allowing me to do the more enjoyable and important work that a computer, no matter how sophisticated, simply cannot do. That, right there, is the reason for computers.

How do you use your computer to make your work easier and faster? I’d love to hear your ideas.

Looking for a Deal?

You can buy Editor's Toolkit Plus 2014 in a package with EditTools and PerfectIt and at a special savings of $78 off the price if bought individually. To purchase the package at the special deal price, click Editor's Toolkit Ultimate.

Lyonizing Word: Secrets of the Ribbon

by Jack Lyon

From the beginning, Microsoft Word used a standard menu interface that looked like this:

Word's Original Menu Interface

Click a menu item, and you’d get a list of more items:

Original Menu Interface Submenus

Keep clicking, and eventually you’d activate the feature you wanted to use. All of this was straightforward. Then came Microsoft Word 2007, with its “Ribbon” interface:

The Ribbon Interface

According to Microsoft, the idea was to bring Word’s “most popular commands to the forefront” rather than burying them under a series of menus. For users, this took considerable getting used to, but, mostly, it worked. Unfortunately (and a little ironically), a few of the Ribbon’s features are still less than obvious, which prevents some users from understanding the full power of the features available to them.

Feature 1: Split Buttons

Most of the buttons on the Ribbon interface are just that—buttons. For example, here’s what the NoteStripper button looks like in my Microsoft Word add-in Editor’s ToolKit Plus 2014:

Notestripper Split Button

If you click that button, either on the pencil-sharpener icon or on the little arrow underneath it, here’s what you’ll get:

The Notestripper Menu

But now consider the button for FileCleaner, also included with Editor’s ToolKit Plus 2014. At first glance, it looks like the same kind of button used for NoteStripper, with a graphic icon at the top and a tiny arrow at the bottom:

The FileCleaner Button

Click the arrow, and here’s what you’ll get:

The FileCleaner Menu

What many people don’t realize, however, is that the FileCleaner button is a split button. If you hover your cursor over a split button you’ll see a horizontal line splitting the button in two:

Seeing the Split

The bottom half, with the arrow, works just as before. But the top part is a different matter. If you click it, you’ll get full access to all of FileCleaner’s batch cleanup options:

FileCleaner Dialog

Unfortunately, many people don’t realize that these options exist, which means that they’re missing much of the program’s power. This isn’t my fault, by the way; it’s a result of the way Microsoft designed the Ribbon (although possibly I should use two FileCleaner buttons, one for individual items and one for batch options). At any rate, now that you understand the problem, you can do a bit of exploring, looking for buttons that offer more than at first appears.

Feature 2: Dialog Box Launchers

At the bottom right of many of the groups on the Ribbon is a tiny box with an arrow:

The Tiny Arrow

Some users overlook these arrows completely, missing some of Word’s most useful features. Microsoft calls these arrows “Dialog Box Launchers,” and if you click one of them, you’ll see more options related to its particular group. Usually these options appear in a dialog box (hence the name) but sometimes in a task pane. For example, if you click the launcher in the “Paragraph” group, you’ll get the dialog box for paragraph formatting:

Launch of the Paragraph Dialog

If you’re now saying “So that’s where that went,” I’m glad I could be of help. Again, it’s worth the effort to systematically explore all of the features that are hidden under these “launchers.”

Feature 3: Contextual Menus

Some of the items on the Ribbon are contextual — that is, they don’t appear until you’re actually working with something for which they’re needed. Tables provide a good example. If your document includes a table, and your cursor is actually in that table, you’ll see the following menu on the Ribbon:

Table Tools

Click it, and you’ll get this:

Table Contextual Menu

Wow, lots of options! But if you didn’t know about contextual menus, you might miss them. Other contextual menus appear if you’re working with any of the following:

Headers or footers
Text boxes
Graphics
Clip art
Equations
Shapes
SmartArt
WordArt

There are probably other items that use contextual menus, but those are the most obvious ones that come to mind. Remember, contextual menus show up only when they’re needed, so keep an eye out for them; you’ll be glad you did.

Now that you know some of the secrets of the Ribbon, would you say that Microsoft succeeded in using it to bring Word’s “most popular commands to the forefront”? Or does the Ribbon actually hide more features than it reveals? Perhaps more important, do you like the Ribbon, and if so, how do you use it to work more effectively? What do you think?

Looking for a Deal?

Lyonizing Word: But Wait—There’s More!

by Jack Lyon

Replacing Basic Text

Searching with wildcards in Microsoft Word can accomplish miracles in editing, but some people find wildcards a little too arcane to deal with. If you’re one of those people, you might benefit from some of Word’s lesser-known but easier-to-use search options. But first, let’s do a basic find and replace. Open Word’s “Find and Replace” dialog by pressing CTRL + H (or click Home > Editing > Replace on Word’s ribbon interface). Then:

In the “Find what” box, enter a word you want to search for. (We’ll use the misspelled “millenium” as an example.)
In the “Replace with” box, enter a word you want to replace the incorrectly spelled “millenium” with. (We’ll use the correctly spelled “millennium” as an example.)
Click the “Replace All” button.

Find & Replace

That’s it. Every occurrence of “millenium” will be replaced with “millennium.” Simple and quick.

Refining Your Search

But wait—there’s more! Microsoft Word provides many ways to refine your search. See the “More” button at the bottom of the “Replace” dialog?

More Button

Click it. Here’s what you’ll see:

The "More" Options

Under “Search Options,” you can specify whether to search up, down, or through all your text:

Search Options

You can also match case and find whole words only:

Additional Options

There are actually lots of options, all worth exploring:

Match case

Obviously, this option finds only text that matches the case (capitalized or lowercased) of the text in the “Find what” box. If you enter “Hello” in the “Find what” box with “Match case” checked, Word finds “Hello” but not “hello.” If you enter “hello,” Word finds “hello” but not “Hello.”

Find whole words only

This option finds whole words only. For example, if you search for “sing,” Word finds “sing” but not “singing.” If this option is not checked, Word finds both “sing” and “singing,” as well as “using” and “kissing.”

Use wildcards

This option tells Word that you want to search using wildcards:

Use Wildcards

Wildcards are important, but in this article we’re trying to avoid these. For explanations and examples, see my past articles (e.g., Lyonizing Word: From Easy to Impossible — Three Variations on a Theme, Lyonizing Word: The Easy Way, Not So Easy, Lyonizing Word: The Easy Way, Not So Easy, and Lyonizing Word: We Can Do This the Easy Way, or . . . ; if you use EditTools, see The Business of Editing: Wildcarding for Dollars). Please note, however, that if this option is checked, you can no longer select “Match case” or “Find whole words only.” Even so, during a wildcard search, “Match case” is automatically enabled, even though it’s not shown as enabled (an oversight on Microsoft’s part). “Find whole words only,” on the other hand, is inactive.

Sounds like (English)

This option finds words that sound like the word in the “Find what” box. For example, if you search for “cot,” Word also finds “caught.” If you search for “horse,” Word also finds “hoarse.” This could be useful if you’re working on a document in which certain words have been confused or mistyped. Basically, this feature works on words that are homophones; it doesn’t seem to work on words that sound almost alike, such as “horse” and “whores.” On the other hand, while searching for “horse,” it also finds “horsey” but not “horses,” so who knows?

Find all word forms (English)

This option finds what Microsoft calls “all” forms of the word in the “Find what” box. For example, if you search for “sit,” Word also finds “sat” and “sitting.” The word “all” is a little misleading, however. The feature relies on an underlying database of word forms that is pretty good but has some omissions. For example, if you search for “eat,” Word finds “eat, “ate,” “eaten,” and “eating” but not “eater.” Similarly, if you search for “horse,” Word finds “horse,” “horses,” and “horsing” but not “horseless.” It’s a useful feature, mostly for finding verb forms; just don’t expect it to actually find all forms of a word.

Match prefix

This option matches words beginning with the search string. For example, if you put “pre” in the “Find what” box, Word finds “prepare,” “present,” and so on. This isn’t a “smart” feature; it searches for characters only, not word roots. For example, searching for “pre” also finds “prestidigitation” and “pressure,” even though “pre” isn’t really a prefix in those words.

Match suffix

This option matches words ending with the search string. For example, if you put “ing” in the “Find what” box, Word finds “singing,” “typing,” and so on. This isn’t a “smart” feature; it searches for characters only, not word roots. For example, searching for “ing” also finds “boing,” “spring,” and “thing,” even though “ing” isn’t really a suffix in those words.

Ignore punctuation characters

Ignores punctuation characters between words. For example, “trees plants and flowers” finds “trees, plants, and flowers” as well as “trees plants and flowers.” This might be useful for fixing problems with serial commas.

Ignore white-space characters

Ignores all white space (spaces, tabs, and so on) between words. For example, “webpage” finds “web page” as well as “webpage.” This is the inverse of “Find whole words only” and could be useful for fixing words that are sometimes spelled open and sometimes closed.

Other options

If you’re working in a language other than English, other options may be available, including Match Kashida, Match Diacritics, Match Alef Hamza, and Match Control. I know almost nothing about these options, so I can’t comment on them with any degree of expertise.

Format

One of the most important tools in Microsoft Word’s find and replace toolbox is the ability to search for formatting — all kinds of formatting. To do so, click the “Format” button:

Format Button

Here’s what you’ll get:

The "Format" Options

Each option (such as “Font”) opens the usual dialog for that feature:

Font Format Options

I won’t go into all of the options in these dialogs as they’re basically the same ones you’d get while formatting any text in Word. “Font” displays font options, “Styles” displays styles, and so on. You can select any of those options and use them as something to find or replace. For example, if your cursor is in the “Find what” box and you select “Italic” in the “Find Font” dialog, here’s what you’ll get:

Displaying the Font Option Choice

Now Word will find text in italics but not in roman. If you also enter a word, you’ll find that word in italic but not in roman. If you don’t enter a word, you’ll find anything formatted as italic.

But what about the “Replace with” box? What happens if you use formatting there?

If the “Replace with” box includes some text, whatever is found will be replaced by that text in the format you specified. If the “Replace with” box doesn’t include text, whatever is found will be replaced with itself in the format you specified. For example, if you search for the word “apples” to be replaced by “pears” in bold, that’s exactly what you’ll get — “pears” in bold. If you search for the word “apples” to be replaced by bold alone (with no text), you’ll get “apples” in bold.

If, on the other hand, you search for “apples” but don’t specify text or formatting in the “Replace with” box, “apples” will be replaced with nothing; in other words, it will be deleted.

Many variations are possible. Here’s a basic summary:

*Find*	*Replace*	*Result*
apples	pears	pears
apples	pears [bold]	pears [bold]
apples	[bold]	apples [bold]
apples	[nothing]	[apples deleted]
[bold]	[nothing]	[bold text deleted]
[bold]	pears	[bold text becomes “pears” in bold]
[bold]	pears [italic]	[bold text becomes “pears” in bold italic]
[bold]	[italic]	[bold text becomes bold italic]

Note that you can also specify not a certain kind of formatting, such as “not bold” or “not italic” in either find or replace. You can also use combinations of formatting (and “not” formatting). For example, you can search for bold but replace with italic and not bold, which will turn any bold text into italic (but not bold italic) text.

Built-In Codes

In addition to all of those options, Microsoft Word includes lots of built-in find-and-replace codes that are not wildcards (although lots of people call them that). You can use these built-in codes to search for things like paragraph breaks, tabs, section breaks, column breaks, dashes, footnotes, endnotes, graphics, and many other things that aren’t actual text, and codes are a whole lot easier to use than wildcards. In fact, codes should be your default tool; you should use wildcards only when built-in codes won’t do what you need (which is actually fairly often, unfortunately).

Some of Word’s built-in codes can be used only in the “Find what” box; others can be used only in the “Replace with” box. Some of the codes can be used in both boxes.

“Find What” Codes

To see the codes that can be used in the “Find what” box, put your cursor in the box. Now click the “Special” button at the bottom of the “Find and Replace” dialog.

The "Special" Button

You’ll get a list like this:

The "Special" Options

Identify the item you want to find and click it, for example, “Paragraph Mark.” You’ll get the following code in the “Find what” box (since that’s where your cursor was located):

That tells Word to find a paragraph break — that is, the end of a paragraph.

Each item on the list will insert a different code. For example, here’s the code for an em dash:

And here’s the code for an en dash:

“Replace With” Codes

Now put your cursor in the “Replace with” box and click the “Special” button again. This time, you’ll get a different list:

The "Replace with" List

Again, clicking one of the list items will insert a code into the “Replace with” box. For example, if you click “Clipboard Contents” you’ll get this:

That’s an extremely useful code, because ordinarily the “Replace with” box can hold no more than 255 characters. But using the ^c code, you can replace with anything that is currently copied to the Clipboard, which can hold many pages of text, graphics, or anything else.

After you’ve worked with built-in codes for a while, you’ll find it easy to just type them in by hand. In the meantime, you can use the “Special” lists to insert them.

You can also use combinations of codes. For example, you could search for tabs followed by paragraph breaks (^t^p) and replace them with paragraph breaks alone (^p).

Here’s a summary of Word’s built-in codes and where they can be used:

*Character or object*	*Find what*	*Replace with*
Annotation Mark (comment)	^a
Any character	^?
Any digit	^#
Any letter	^$
Caret character	^^	^^
Clipboard contents		^c
Column break	^n	^n
“Find what text” (whatever was found during your search)		^&
Em dash	^+	^+
En dash	^=	^=
Endnote mark	^e
Field	^d
Footnote mark	^f
Graphic	^g
Line break	^l	^l
Manual page break	^m	^m
Nonbreaking hyphen	^~	^~
Nonbreaking space	^s	^s
Optional hyphen	^-	^-
Paragraph mark	^p	^p
Section break	^b
Tab character	^t	^t
White space	^w

Even without wildcards, Microsoft Word’s find and replace features can do an awful lot — much more than you might think. You probably already knew how to use “Match case” and “Find whole words only,” but did you know about those other options? “Ignore punctuation characters” and “Ignore white-space characters,” for example, can be very useful in editing. Being able to find and replace formatting is essential, especially when using styles. And using Word’s built-in codes lets you search for all kinds of things (graphics, page breaks, dashes, and so on) that would otherwise require more advanced techniques (like wildcards and numeric codes). In other words, Microsoft Word’s basic find and replace features aren’t so basic — at least not in what they can do!

Wildcard Cookbook

This article is a slightly modified excerpt from my new book, Wildcard Cookbook for Microsoft Word, now available at Barnes & Noble, Amazon, and other fine bookstores:

"Wildcard Cookbook" by Jack Lyon

Jack Lyon (editor@editorium.com) owns and operates the Editorium, which provides macros and information to help editors and publishers do mundane tasks quickly and efficiently. He is the author of Microsoft Word for Publishing Professionals and of Macro Cookbook for Microsoft Word. Both books will help you learn more about macros and how to use them.