Add-Ins from Microsoft

By Jack Lyon, the Editorium

I’ve created lots of Microsoft Word add-ins at the Editorium, but did you know that Microsoft also provides add-ins, many of them free? Here’s how to explore and use these add-ins right from within Microsoft Word.

In the search bar at the top of your Word window, enter “add-in.” You’ll then see an option like this:

Click “Insert an Add-in” (or just press your ENTER key). Doing so will open the Office Add-ins dialog. On my computer, it looks like this, showing the add-ins I’ve already installed:

To explore more add-ins, click the “Store” link under “Office Add-ins.” You’ll be presented with a bunch of add-ins and a helpful list of categories to help you find what what you need:

Many of the add-ins are free to use. Those that aren’t say “Additional purchase may be required.”

To learn more about an add-in, click its logo or title. To add it to Word, click the Add button and follow any online prompts. The add-in will then show up on the Home tab of Word’s ribbon interface:

I hope you find an add-in that does exactly what you need. If you do, please let me know, and I’ll review it in a future issue of Editorium Update. Thank 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.

Converting Fields to Regular Text (and Why That Matters)

By Jack Lyon, the Editorium

Microsoft Word documents often include fields that authors use to insert text that isn't really text: dates, page references, author names, and much more. If you're editing a document that includes text copied and pasted from a web page (quite frequent these days), the text probably includes hyperlink fields, perhaps in a nice shade of blue or purple. Other kinds of fields may be indistinguishable from regular text, but that doesn't mean they'll translate correctly for publication. Usually, all of those fields first need to be converted to regular text. There are several ways to do that.

From the keyboard

Press CTRL + A to select all text.
Press CTRL + 6 to convert fields to text.

Using macros

This macro does the same thing as the keyboard procedure above:

Sub ConvertFieldsToText()
    selection.WholeStory
    selection.Fields.Unlink
End Sub

This macro converts hyperlinks only:

Sub RemoveHyperlinks()
    Dim oField As Field
    For Each oField In ActiveDocument.Fields
        If oField.Type = wdFieldHyperlink Then
            oField.Unlink
        End If
    Next
    Set oField = Nothing
End Sub

To use the macros, follow the instructions here.

The really interesting line in that last macro is this one, which identifies the type of field we want to unlink:

If oField.Type = wdFieldHyperlink Then

The reason that's interesting is that we can specify a different type of field using any of the options listed here. Go ahead, be choosy!

Using Editor's ToolKit Plus

Editor's ToolKit Plus makes the conversion easy. Just click the "Text" button and then click "Convert hyperlinks to regular text." (This actually converts all fields to regular text.)

Deleting (rather than just converting) fields

If you want to actually delete the fields (not just convert them to text), Allen Wyatt provides a good solution here.

How to Add a Macro to Word and Its QAT (Quick Access Toolbar)

Microsoft Word's macro features make it possible to turn Word into a lean, mean editing machine. You'll find lots of free editing macros online (see below for some excellent sources). But how can you add a macro to Microsoft Word so it will be available when you need it? Here's the procedure:

Copy the text of the macro, starting with the first “Sub” and ending with the last “Sub.”
Click the “View” tab on Microsoft Word’s ribbon.
Click the “Macros” button.
Type a name for the macro in the “Macro name” box—probably the name used after the first “Sub.”
Click the “Create” button.
Delete the “Sub” and “End Sub” lines that Word created in the macro window. The macro window should now be completely empty (unless you already have other macros in there).
Paste the macro text at the current insertion point.
Click “File,” then “Close and Return to Microsoft Word.”

To actually use the macro:

Place your cursor at the beginning of the document.
Click the “View” tab on Microsoft Word’s ribbon.
Click the “Macros” button.
Click the name of your macro to select it.
Click the “Run” button. (If you wanted to delete the macro, you could press the “Delete” button instead.)

To put the macro on Word’s QAT (Quick Access Toolbar):

Locate the QAT (it’s probably on the top left of your screen either above or below Word’s Ribbon interface).
Right-click the QAT.
Click “Customize Quick Access Toolbar.”
Under “Choose commands from:” click the dropdown list and select “Macros.”
Find and select your macro in the list on the left.
Click the “Add” button to add it to the QAT.
Click the “OK” button to finish.

Wildcard Secrets Revisited

A few weeks ago I sent out an article called "Three Wildcard Secrets." I thought they were pretty good secrets, too! You can see them here.

In a nutshell, here are the first two:

The wildcard range [A-z], meant to find any uppercase or lowercase letter, will not find accented letters. You have to use [A-Za-z] instead. So I suggested using [!A-z] (not A-z) to find any characters that are accented.

Similarly, if you need to find any unspecified Unicode character, you can use the not range [!^000-^255]. That should work, as 255 is the upper limit on ANSI characters, so anything the range finds must be Unicode.

Then I received a corrective email from macro expert Paul Beverley. The nerve! Here's what Paul had to say about secret #1:

You see the problem? It did what you asked, not what you wanted. It finds any character at all, except A-z.

And Paul is right! The range [!A-z] finds not just accented characters but also spaces, punctuation, and other stuff that isn't letters—something I knew if I'd actually thought about it. You can solve the problem by adding more things that you want to skip. Here's an example:

[!A-z 0-9.,;:\-\?\!^001-^064]

(For more information, see my Wildcard Cookbook for Microsoft Word.)

Next, Paul had this to say about secret #2:

On my PC [!^000-^255] throws up an error:

Now technically, I was right about the range being [!^000-^255]. The problem is that Microsoft Word wants [!^001-^255] instead. And to make things even worse, that wildcard range correctly skips the ASCII characters (numbered 0-126) but incorrectly finds the extended ASCII characters (numbered 127-255), even though we've told it not to. Microsoft strikes again!

But wait, there's more!

The range [!^128-^255] gives us the same error message as [!^000-^255].
The range [!^127-^255] finds Unicode characters (which it should) and extended ASCII characters (which it should not).
The range [!^127-^254] skips extended ASCII characters (which it should) and Unicode characters (which it should not).

All of this weirdness seems to hinge on the points where ASCII becomes extended ASCII, and extended ASCII ends.

Might any of this be useful in your editing work? Yes, if you're using wildcard searches:

Use the range [!^127-^255] to find Unicode and extended ASCII characters.
Use the range [!^127-^254] to skip Unicode and extended ASCII characters.

That should work, at least until Microsoft decides to fix these problems.

Many thanks to Paul Beverley for his valuable feedback. If you'd like a bunch of free editing macros with instructions on how to use them, you'll want to download Paul's book Macros for Editors.

Wildcard Cookbook for Microsoft Word

If you're editing or writing in Microsoft Word, you need to understand Word’s advanced search features. These features are extremely powerful, but they’re also virtually undocumented; most explanations of their use have been limited to a simple table of wildcards. My new book, Wildcard Cookbook for Microsoft Word, explains in detail how you can use these powerful tools to blaze through repetitive problems that would take hours to correct by hand. It covers:

Using Word’s find and replace options (yes, all of them—including the hidden ones).
Finding and replacing with Word’s built-in codes (for dashes, page breaks, and much more).
Finding and replacing with numeric character codes (ASCII, ANSI, and Unicode—when regular letters and numbers aren't enough).
Finding and replacing with wildcards, including wildcard ranges, wildcard groups, and the powerful “Find What Expression” wildcard. (This is the good stuff, the real meat of this book.)

The book explains all aspects of finding and replacing in Microsoft Word, with numerous examples of wildcards used to fix real-world documents, wildcard tips and techniques from readers of Editorium Update newsletter, a reference section for ease of use, and a thorough index.

Although I write and sell Microsoft Word macros for a living, the tools I depend on most are Word's advanced find and replace features. Learning to use these tools takes time and effort, but the payoff is huge. I hope this book will help you use these tools to streamline your work, save time, and make more money!

Daniel Heuman, CEO and founder of Intelligent Editing, sent me the following unsolicited comment:

This. Is. Amazing. What a brilliant, brilliant idea! I've actually been directing people to your wildcard freebie page lately. But this is so much better! The world has needed this book for a while!

Thank you, Daniel! The book is now available at Barnes & Noble, Amazon, and other online retailers.

Resources

Wildcard Cookbook for Microsoft Word is a fairly small (but value-packed) book (114 pages, 5.5 by 8.5 inches). My big book, Microsoft Word for Publishing Professionals (632 pages, 7 by 10 inches) is now available as a free download from Intelligent Editing. All you need to do is sign up for Daniel Heuman's free newsletter, which covers a wide range of topics and provides free tips for authors and editors. I subscribe, and I think you should too. When you do, you'll get Microsoft Word for Publishing Professionals as a hyperlinked, searchable PDF, perfect for easy reference in handling those tough Microsoft Word problems.

Note: The PDF includes a secret special offer right after the front cover. I won't tell you what it is; you'll need to find out for yourself. But I think you'll like it!

Better word processing: The Chicago Manual of Style interview

The Chicago Manual of Style "Shop Talk" column recently noted:

"When it comes to word processing, CMOS users probably represent every level of expertise (or nonexpertise), but regardless of skill level, we all experience frustration at times when we don’t know how to accomplish a task on our computers. Often we do something the way we’ve always done it—the slow way—because it just seems too difficult or scary to try to automate it. Is there a cure?"

There is a cure, as I explain in my interview with CMOS "Shop Talk." I grew up as a book editor by following the Chicago Manual of Style, so it was a real thrill for me to do the interview. I hope you'll find it interesting and useful.

Best wishes,

Jack Lyon

Spelunking in Microsoft Word

Laura Poole's Editorial Bootcamp

Before getting into today's main article ("Spelunking in Microsoft Word"), I want to mention a great resource: master copyeditor Laura Poole's Editorial Bootcamp, which covers everything from style guides and software to style sheets and spelling. I had the good fortune to sit in on one of Laura's sessions at this year's Communication Central conference. I sat down, buckled myself in, and set my brain to "absorb"! And wow, what a ride! Laura's training is fast, furious, and thorough—serious training for serious editors. Here's what Laura herself has to say:

The Editorial Bootcamp offers live and virtual training for copyeditors, proofreaders, groups, and publishers. With a variety of training topics available, you can find a course for you or have one customized for your organization. We have many years of experience in scholarly publishing and freelancing, and we work hard to impart useful, practical knowledge to attendees. Please see http://www.editorialbootcamp.com for details and information.

If you need editorial training from the ground up, or just need to brush up your skills, I highly recommend Laura's services.

And now, let's go spelunking!

Spelunking is the recreational pastime of exploring caves. It’s a dark and dangerous hobby, an extreme sport for those who are confident in their ability to climb, navigate, and even swim (there’s usually water down there).

I try to avoid such hazards, but I’m not afraid to explore some of the deeper reaches of a computer program—Microsoft Word, for example. That’s one reason I know quite a bit about that particular program. Some of my friends, however, seem terrified of making a “mistake” on the computer. They want a concrete series of steps to follow in everything they do. “How can I make a word bold?” they ask. I reply:

Double-click the word to select it.
Click the “Bold” icon on the Ribbon.

Then they say, “Oh, that’s wonderful! Let me write that down for next time.”

There’s nothing inherently wrong with learning to use a computer in that way, and those who are comfortable with that should keep a big Microsoft Word reference book close at hand. These are probably the same people who would enjoy taking a guided tour of Timpanogos Cave, which is about an hour away from where I live.

But that’s a far cry from spelunking, and I doubt that any of the people on the tour discover something new.

So what kind of a person are you? Do you like someone to hold your hand along the well-marked trail? Or would you rather descend into the dark depths of the cavern with only a flashlight as your guide? Either way is fine, but sometimes it’s nice to get off the beaten path; you never know what you might find. As Henry David Thoreau once said, “Nature abhors a vacuum, and if I can only walk with sufficient carelessness I am sure to be filled.”

Want to learn something new about Word? Try exploring Word’s features that aren’t on any menu, the caverns that aren’t on the map. Here’s how:

Press ALT+F8 to open the Macros dialog.
Click the dropdown list next to “Macros in.”
Select “Word Commands.”

Now, in the window under “Macro name,” you’ll see all of the commands available in Microsoft Word, whether they’re on the Ribbon or not. If you click one, you’ll see a description of its function under “Description,” at the bottom of the dialog. These descriptions are minimal at best, but along with the name of the command, they’ll give you some idea of what the command does. You can also click the “Run” button to run the command, which may give you even more insight. (Be sure to do this only with a junk document; you don’t want mess up an actual project.)

Let’s take a look. Don’t be afraid; I’ll be right behind you all the way.

So we’re scrolling through the list of Word commands in Word 2013, and what do we see? “CharacterRemoveStyle,” which, according to its description, “Clears character style from selection.” What?!? Does this mean it’s possible to remove a character style without affecting text-level formatting (such as italic)? If so, I sure didn’t know about it. Let’s find out. We type a junk sentence into a junk document:

This is a test to see what will happen.

We apply italic formatting to “test” and the character style “Emphasis” character style to “see”:

This is a test to see what will happen.

The formatting of those two words looks the same, but the formatting is not the same. Now let’s see if the “CharacterRemoveStyle” command works. We select the sentence, press ALT+F8, scroll down to “CharacterRemoveStyle,” and run it. Look at that! Our test sentence becomes:

This is a test to see what will happen.

The character style is gone, but the text-level formatting is still there. Neat!

Okay, one more, and then we’ll go back up to the surface. Down, down, down, scrolling, scrolling, scrolling. What’s this? “RestoreCharacterStyle.” I’ve never noticed that command before. The description says “Restores character style and removes direct formatting.” Could this be the inverse of the command we just finished exploring? Again we type our junk sentence and apply the same formatting as before:

This is a test to see what will happen.

Then we select the sentence and run the “RestoreCharacterStyle” command. Yes! The sentence now looks like this:

This is a test to see what will happen.

The text-level formatting is gone, but the character style remains!

But why does Microsoft say that this command restores a character style? If we remove the character style from our sentence and then run the command, does the character style come back? A quick experiment shows us that no, it doesn’t. Then why the odd name? I suspect that under the hood, Word is removing all character-level formatting but then restoring any formatting applied with a character style. It’s the equivalent of (1) identifying the character style, (2) pressing CTRL+SPACEBAR (to remove character-level formatting), and then (3) reapplying the character style — which means that the command was named from the programmer’s perspective rather than the user’s perspective. There’s a lot of stuff like that down here in the dark, and it’s part of what makes exploring so interesting.

Back up in the daylight, we assess our adventure, which I’d have to say has been a success. We’ve discovered two commands we didn’t know about before. Could they be useful in our actual editing work? Yes, indeed!

Personally, I enjoy crawling around down there in the bowels of Microsoft Word. Yes, it’s dark and it’s dirty, and sometimes I find something nasty under a rock. But I also make lots of interesting discoveries, and I nearly always learn something new.

How about you? Ready to go spelunking on your own? Have fun, and don’t forget your flashlight!

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.

Technology

John Henry was hammering on the right side,
The big steam drill on the left,
Before that steam drill could beat him down,
He hammered his fool self to death.

American folk song "John Henry" pits man against machine in drilling a tunnel for the railroad. John Henry wins the contest, but the effort costs him his life.

You probably won't see that song on Billboard's Top 40 list, but its theme is still with us, as shown in the recent rematch between chess master Gary Kasparov and IBM's Deep Junior chess program. The Associated Press article for February 9 described the final moments:

"Kasparov played himself into a superior position but offered a draw on the 23rd move, surprising chess experts at the New York Athletic Club. Deep Junior turned down the offer but presented its own draw five moves later, and Kasparov readily accepted to boos from the crowd.

"Kasparov said he played better than Deep Junior in the deciding game and would have pressed for a win in a similar position against a human opponent. But, he said, he feared even a tiny mistake would have been severely punished by the computer."

Do you view technology as an opponent? For many editors, the answer is yes. Editors, indexers, and other publishing professionals seem extremely conservative about technology--perhaps with good reason. Their job is to ensure accuracy, clarity, and even beauty--and that requires a human mind. Editors are right to resist anything that gets in the way of those goals. And managers who believe that a spell check is as good as an edit or that a machine-generated concordance can take the place of an index need to be educated about the realities of the marketplace--realities that will surely come back to bite them if ignored.

It is also true, however, that editors who ignore the need to use technology do so at their peril. The field of publishing is changing rapidly, and editors have got to keep up. If they don't, they'll be replaced--not by machines but by other editors who know how to use machines to their advantage.

I'm tempted here to give my lecture about how the lowly plow made civilization possible, with a recapitulation of Adam Smith's Wealth of Nations and the overwhelming role of technology in human progress. But I won't. Instead, I will ask you: What have you learned this week about using your computer to help you do your job more efficiently? If your answer is "Nothing," may I encourage you to check out our newsletter archive, where you'll find a wealth of information about editing in Microsoft Word.

I especially encourage you to read the articles on wildcard searching and replacing, which may be the most important tool you can acquire. If that's not enough, pay a visit to the Word MVP site, where you'll find tips and techniques aplenty.

Finally, ask yourself: "What one thing could I do with my computer that would dramatically increase my effectiveness?" Then find out how to do it.

Michael Dertouzos, late director of MIT's Laboratory for Computer Science, had a slogan that I like: "Doing more by doing less." And Nolan Bushnell, founder of Atari, said, "I believe that . . . a person today who is computer literate is twenty times more valuable than someone who is not because they're facilitated. It's like they have three robots working for them."

The truth is, you don't have to beat the machine; all you have to do is put it to work.

To learn more about John Henry:

http://www.ibiblio.org/john_henry/index.html

To learn more about the Kasparov matches:

http://www.research.ibm.com/deepblue/home/html/b.html

http://www.wired.com/news/culture/0,1284,57607,00.html

To read Wealth of Nations:

http://www.econlib.org/library/Smith/smWN.html

To learn about the history of civilization:

http://www.humberc.on.ca/~warrick/0hist.html

For a lighter look at that history:

http://www.csc.twu.ca/rsbook2/Ch1/Ch1.S.html

For a Seybold seminar on the future of publishing:

http://seminars.seyboldreports.com/1999_boston/conferences/13/13_transcript.html

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Shifting Styles, Part 3

You're working away, editing a client's document, and decide to modify the Heading 1 style to use a Goudy typeface. Whoa! Now the Heading 2 and Heading 3 styles are in Goudy as well. What's going on here?

What's going on is that your client has made the Heading 2 and Heading 3 styles "based on" the Heading 1 style. If you don't know how this works, you'll be scratching your head over the changing formats. If you *do* know how it works, you can use it to ensure consistent formatting throughout a document.

Let's say you want all of your headings to be set in Baskerville. It's true that you could go through and set Heading 1, Heading 2, Heading 3, Heading 4, Heading 5, Heading 6, Heading 7, Heading 8, and Heading 9 (whew!) all to use that font (in varying point sizes, say). But now what if you want to switch to Palatino? Do you really have to go through and modify all of those styles again? Not if you originally based them all on Heading 1. If you did that, all you have to do is change the font for Heading 1, and all of your other heading styles will change as well. Pretty neat! Here's how to do it:

Click the "Format" menu.
Click "Style."
In the Styles list, click the style (Heading 2, for example) that you want to base on another style (such as Heading 1).
Click the "Modify" button.
In the "Based on" dropdown list, click the style on which you want to base the current style.
Click the "OK" button.
Click the "Close" button.

Now, whenever you modify the "parent" style (Heading 1), the "child" style (Heading 2) will be modified automatically.

Please note, however, that any changes you make to the "child" style will override the attributes of the "parent" style. For example, if Heading 1 is set to 18 points, you can still modify Heading 2 (based on Heading 1) as 14 points. If you do that, though, you may wonder how to get rid of the override if you need to. Here's the secret: change the attribute in Heading 2 back to the way it's set in Heading 1 (14 points back to 18 points). The "child" style will simply pick up its attributes from the "parent style" once again.

This "based on" feature is extremely useful. You can use it to set up whole families of styles that are based on a "parent" style. For example, you might want to set up a family of heading styles, a family of body text styles, and a family of list styles, and then store them all in a special template. Just be sure to use a naming convention that makes it easy to remember which styles are the "parents." The easiest way to do this may be to use "1" to designate "parent" styles: Heading 1, Body Text 1, List 1, and so on. Then you can use other numbers (2, 3, 4) to indicate "child" styles.

Now, when your styles start shifting, you'll be happy rather than sad.

READERS WRITE

Last week's newsletter discussed Word's "Automatically update" feature for styles. In the newsletter, I suggested turning on the feature while designing a document but turning off the feature while writing or editing. If you've got lots of styles, however, this can get pretty tedious. Gary Frieder, a Microsoft Word MVP at Woody's Lounge (http://www.wopr.com) created a macro to turn off updating for all styles, and Bill Rubidge edited the macro to turn on updating. Thanks to Bill for sending the macros, and thanks to Gary for giving permission to use them. Enjoy!

'MACRO THAT CRAWLS ALL THE STYLES AND TURNS AUTO-UPDATE ON

Public Sub TurnOnAutomaticallyUpdate()

' TurnOnAutomaticallyUpdate Macro

' Created by Gary Frieder, edited by Bill Rubidge to turn on, not off

Dim aSty As Style

For Each aSty In ActiveDocument.Styles

   If aSty.Type = wdStyleTypeParagraph Then

   aSty.AutomaticallyUpdate = True

   End If

Next aSty

End Sub

 'MACRO THAT CRAWLS ALL THE STYLES AND TURNS AUTO-UPDATE OFF

Public Sub RemoveAutomaticallyUpdate()

' RemoveAutomaticallyUpdate Macro

' Created by Gary Frieder

Dim aSty As Style

For Each aSty In ActiveDocument.Styles

   If aSty.Type = wdStyleTypeParagraph Then

   aSty.AutomaticallyUpdate = False

   End If

Next aSty

End Sub

RESOURCES

Microsoft Product Support Services is actually one of my favorite places to find information about using Microsoft Word:

http://support.microsoft.com/

I just use the dropdown list on the left to select the version of Word I want to learn about (Word 2000, for example). Then I type some key words in the box just below that ("modify styles," for example), and click "Search now." The site has a lot of information, although you may have to dig to find just what you need.