Category Archives: Conference

The 2021 CIEP conference: The chair’s opening remarks

Returning to its usual early September slot, the CIEP’s annual conference stayed online in 2021. Over 370 people attended from time zones across the world, with speakers in the UK, Australia, Argentina, Canada and the United States. Recordings of all sessions have been made available to attendees, so it truly was a bumper offering for everyone. Summaries of all sessions will be published on this blog over the coming weeks.

CIEP chair Hugh Jackson closed the 2020 conference with moving words, and many of us had tissues at the ready as he opened this year’s.

Hello and welcome back to the CIEP conference. Another year has passed, summer is slowly turning to autumn, and it is my absolute joy to be able to see you all again. Of course, to some people I’m not saying welcome back but welcome for the first time. We’re so very pleased you could make it. This year, I’d like to extend a special welcome to members of our partner organisations; I very much hope you will enjoy the experience of conference.

Right now, if all had been well, we would have been basking in the bright warm sun and cloudless skies of Glasgow in autumn. We should have been gathering in excitement in a conference room, sitting next to strangers who will soon become friends, and grasping pastries and mugs of steaming coffee – or, as Beth describes them, disappointing beverages. We would have shaken hands and hugged, and long into the night we would have talked and laughed. While we might have been in one place, though, we wouldn’t all have been together, because many of our friends and colleagues have only been able to come to conference these last two years because it has been online. When we board planes or trains, or get into our cars for long drives to another city again for an in-person conference – and I promise we will do – we will have to find a way to do so as one body, bringing everyone along with us and leaving nobody behind.

There’s something special about our conference. It would be easy to say that it’s all about the learning or about the social interaction – and those are top-notch, by the way: if you’re here for the first time, you should know you’re in for a real treat – and it’s not simply that the people you meet here at conference are just plain nicer than people you meet everywhere else – which is also true – but I think it’s something more than that. I’ve been to plenty of conferences, and I’m sure you have too, that have had all those elements but haven’t had that something special, that buzz of excitement, that crackle of activity that you get here. I’ve been wondering what it is, how to explain it, and I think it’s this. Once a year, we get to come together and not only is there brilliant learning and socialising and lots of lovely people, but we’re also reminded that we’re a vital part of something bigger than ourselves, a mission with a history that was here long before us and will thrive long after we are all gone. A profession that spans the continents and unites us in our delight in something so simple but so powerful as the written word, the careful arrangement of dots of ink on paper or pixels on a screen.

I left you last year with the thought that, whatever happened over the following year, whatever struggles we’d have as a profession, we’d weather them together. I’ve never been so proud of being a member of this community as I have been this last year, because of how well I’ve seen you all come together. I know it’s not been easy, and I fear it might stay difficult for some time, in any number of ways. I can’t promise broad, sunlit uplands, and no responsible speaker would. The road ahead is also not yet obvious. But when so much closed down in spring last year, editors kept on going. In the absence of theatres, galleries, concerts, sports events and schools, the need for that power of the written word felt desperately important, whether that was the enormous quantities of new research, scientific and social, trying to make meaning out of what at times felt senseless and plotting a course through to the light ahead, or new human stories that, indeed, tried to do exactly the same thing. Book sales rocketed, because people needed to read but also to write, to express new feelings and fears and hopes and understandings that they hadn’t had before. When things became bleak, people instinctively reached out for the power of the word, and you were there to make sure it was the right word. Thank you.

But where did we go? Where did we take refuge when our professional lives became difficult? When our businesses went quieter? When we couldn’t see our friends? When our families refused to have another flaming conversation about some funny typo we found in a newspaper? But also when we were just starting a business in the middle of a pandemic and needed to know how to get that first client, finish that first training course, make that first cold call to a publisher? What happened when our words failed us? Where did we go then? We came here, to be together. And the CIEP and its members have been here throughout, with kindness, authenticity and hope. When the world closed down, we opened up. All of this is to say, whether I’m saying to you welcome or welcome back, what I’m really saying is welcome home. You’ll be glad you came. And it’s my great privilege to declare the conference open.

The CIEP conference takes place every year, and in 2020 and 2021 the whole event was online. Plans are afoot to make the 2022 conference an in-person and online hybrid event.

About the CIEP

The Chartered Institute of Editing and Proofreading (CIEP) is a non-profit body promoting excellence in English language editing. We set and demonstrate editorial standards, and we are a community, training hub and support network for editorial professionals – the people who work to make text accurate, clear and fit for purpose.

Find out more about:

Posted by Abi Saffrey, CIEP blog coordinator.

The CIEP: getting together again – in person and online

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As restrictions around how CIEP members, staff and directors can meet face to face at work and at home shift – at different paces in different spaces around the world – the CIEP’s directors want to share some thoughts with you about getting together again, in person and online at the same time.

Meeting up: face to face vs online

Many of our members and editorial friends have reported how much they miss physical interaction with others, and how they’re desperate to experience in-person events once more – the annual conference, local group meetings, on-site training, professional development days.

‘Zoom, Skype, Teams … it’s not the same’, we say. And it’s not. It can be exhausting editing on screen for hours, knowing that effort will be punctuated by yet more online time with family, colleagues and trainers.

And online conversations are not the same as face-to-face ones. A casual butting-in doesn’t interrupt the flow of conversation in a room quite as catastrophically as it can on Zoom.

Yet in-person business meetings have their challenges too.

Emotional: eg time away from family and friends; managing carer responsibilities
Physical: eg time spent travelling long distances; managing spaces that don’t adequately serve those with disabilities
Psychological: eg being out of one’s comfort zone; managing mental health conditions
Financial: eg the cost of travel and accommodation
Business: eg more time diverted away from client work

Shifting our former in-person events to online has shown us how we can save time and money, and reduce stress despite the fatigue that comes as part of the online package.

It’s also highlighted what many of us love most about getting together physically – talking shop, hugging, shaking hands, eating and drinking at the same table.

In other words, there’s more than one way, particularly now that we’ve got better at doing digital.

How the editing world learned to do digital better

There was a time in the not-too-distant past when online spoken communication was probably not most editors’ first choice. But many of us embraced it anyway, and the more we did it, the better we got at it.

We got used to wearing headsets, putting a hand up and waiting our turn.
We began recording some of our meetings so that people who couldn’t attend could still access the content.
We created stronger agendas and learned how to stick to them (sometimes!).
We got ourselves organised and prepared supporting materials in shared spaces ahead of time.
We experimented with subtitles so that being effective was no longer about ‘audiovisual’. It could be ‘audio or visual or both’.
We introduced breakout rooms to special events, which helped larger groups function more effectively.
And we shifted from shop talk to social talk, switched on the funny-hat filters and zany backgrounds, and raised our glasses.

And now that we’re more confident online and understand why digital networking is different but valuable, it’s time to work out how to partner it with face-to-face events rather than abandoning it in favour of a return to the way things were.

Physical and digital communication both have their pros and cons. The question now is how we in the CIEP use the advantages of one to offset the challenges of the other. That means experimenting with synergy.

What we’ve got planned: synergy rather than side-lining

Given that physical and digital meetups each have their pros and cons, and that members’ circumstances, needs and preferences vary, the CIEP is committed to a strategy that involves a synergy of digital and physical solutions rather than a side-lining of one or the other.

So what does this mean in practice? Here’s what we’re going to be testing in 2021 and 2022.

Expanding reach with the CIEP annual conference

Our first-ever online conference in 2020 was a roaring success. We’re equally excited about the 2021 meeting, which will be bigger, better and also online while restrictions continue.

Book your place at #CIEP2021 now

And while many of us are eagerly anticipating the opportunity to share the same physical space with old friends once again, CIEP2020 taught us something important: yes, online learning is different, but it can be productive, convenient and rewarding in its own way.

It is also accessible. And since accessibility is one of our core values, in 2022 we’ll be asking speakers to consider doubling their offering by both presenting on site and livestreaming! We’re looking forward to hosting an in-person event at long last, but even if you can’t make it to the venue, as long as you have access to a computer you can come to a CIEP conference.

And while it was COVID that first forced us to explore a digital conference solution, exploring ways of developing that solution is now key to our strategy, virus or no virus.

A better way of working for the CIEP Council

The CIEP Council is run by a board of directors drawn from its membership. Those who join have a range of skills and experience but one shared desire: to work as part of a team dedicated to promoting and improving editorial standards, skills and community.

In the past this meant directors travelling from various places to attend meetings in London around six times a year. With the COVID restrictions, we’ve had to rethink that. We knew we couldn’t work to our best effect by replicating the all-day meeting model online (Zoom-ing gets tiring!). Instead, we’ve had shorter but more frequent meetings via Zoom, sometimes to focus on one or two particular issues or tasks.

And it’s a keeper. We get stuff done, and quickly, because we collectively decide what most needs our talking together attention. We’re not tired from travelling, and we know each meeting is not going to go on for too long.

Plus of course we continue the day-to-day work of running the Institute via our dedicated Council forum.

But we’ve also recognised that it’s important for us to get together sometimes, especially when we need to tackle the big strategic and policy issues. So, when we’re allowed and it’s safe, we’ll be having two-day in-person strategy meetings once or twice a year to really get down to business.

By embracing a synergy of the digital and physical, we’ve found a good way for us to be more productive.

Making local groups more accessible

We want to make our local groups more accessible too. Imagine a group with 20 members.

One person’s hearing is impaired.
Three people have carer responsibilities that mean they can’t leave their homes during daytime hours.
One has a fear of open spaces that makes leaving their home during any hour, day or night, challenging.
One temporarily moves to another part of the UK to care for a friend.
One uses a wheelchair and finds the venue accessible but inconvenient.

Having a mixture of in-person get-togethers and online meetings (with captions enabled) increases the opportunity for every member of the group to participate. That makes the group a richer, more interesting, more diverse space in which to learn, develop our editorial businesses and build friendships.

The importance of testing

Are the digital/physical solutions we’re planning the right ones, the best ones? We honestly don’t know. That’s why it’s important to test them out. Those experiments, and the feedback we receive from our members, will show us the way forward.

There will be hiccups certainly, because there always are when any of us embarks on something new. But these are to be embraced because through them we learn how to do things better the next time around.

Why a holistic approach is the way forward

Approaching our meetups with a holistic mindset – one that seeks to integrate the digital into physical spaces – is nothing but an opportunity.

The easier we make it for CIEP members, staff and directors to get together in ways that respect people’s different needs and preferences, the more voices we bring to the conversation. That expands our community.

The more voices in the conversation, the more we learn. And that expands our understanding.

There’s a lot of work to do, and some of it will involve jumping through some high technical hoops, but we hope you’re as excited about it as we are!

Tell us how we can do better

Do you have ideas about how we might integrate digital tools into in-person events? What would make your life easier? How can we improve things?

Please share your thoughts with us in the comments or by email. We’re listening.

About the CIEP Council

The CIEP Council comprises up to 12 directors, who stay in post for up to two years following their election by the membership.

Meet the directors

About the CIEP

Find out more about:

Photo credit: hello by Drew Beamer on Unsplash.

Posted by Abi Saffrey, CIEP blog coordinator.

The views expressed here do not necessarily reflect those of the CIEP.

Why macros deserve pride of place in your editing toolbox

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This year’s CIEP conference was held online, from 2 to 4 November. Attendees from all over the world logged on to learn and socialise with their fellow editors and proofreaders, and a number of delegates kindly volunteered to write up the sessions for us. Christina Petrides reviewed Macro-driven book editing, presented by Paul Beverley.

Paul Beverley at the 2019 SfEP conference.

If you are a macro newbie, as I am, you may have thought that this session wasn’t for you. But any time the Macro King – as introduced by Beth Hamer – holds a session, I find it’s worth listening in.

With the myriad of editing tools that are out there, we begin to dabble in macros as we find our editing feet. Most of us know the power of the macros that Paul has written – DocAlyse and ProperNounAlyse, to name just two. Now if – again, like me – you found those to be a revelation for your editing work, you’re in for a surprise.

Paul’s session was less ‘what to do’ to improve your editing efficiency but more ‘this is what you could be doing in the next two to four years’.

Every stage of editing could be macro-assisted. Macros don’t replace skill and intelligence, but can take over the boring bits, pay better attention than you, and allow you to enjoy editing the text.

The hour-long session was fast-paced and full of information. Paul began by putting macros and their power into perspective. There are currently 794 macros available in his book and 25 hours of tutorials on his YouTube channel. Of those, 16 are dedicated to FRedit, which even has its own manual, demonstrating the power of FRedit alone. From its beginnings in the 1980s, FRedit has been evolving in Paul’s expert hands into what it is today.

So when the Macro King says he wants to inspire us into using more macros to make our lives easier (not put us off), it’s worth hearing him out.

New macro users are told that Paul focuses on three types of macros. They cover analysis, making global changes before you start and making changes as you read – all expertly covered by Karen Cox’s earlier session.

As user experience and understanding grow, so does the ability to use macros effectively. Paul broke them down into an additional ten ways in which they can assist us editors in our work:

instant information gathering (counting things, searching the internet, checking references)
speed navigation (searching, comparing, moving around the text)
list handling
file handling (combining/splitting files, converting a whole folder to PDF, accepting Track Changes)
comment handling (creating comment and query lists)
highlighting and colour handling (adding or removing)
figure and table handling (adjusting/stripping out spacing)
formatting (making and using list styles, changing styles, finding ‘funny’ formatting, copy/paste formatting, formatting equations/lists)
note handling (converting to text, re-embedding, correcting formatting)
reference handling (checking/correcting citations, adjusting format, checking alphabetisation).

Paul then quickly demonstrated many of these macros in action on real files.

If this has got you quaking in your editing boots, take a step back. Pick one or two macros to start with and get comfortable using those. Start with the analysis macros, then add to your macro toolkit as your skill and experience grow.

What seems frightening and insurmountable can soon be second nature, and a whole new world of editing can open up. Take it slowly and you may soon be creating your own macros!

Christina Petrides is an Intermediate Member who recently discovered the power of macros. She turned to editing and writing after a career in environmental consultancy, which she still dabbles in. She focuses on business and academic work, although will work on almost anything non-fiction. Travel is her other great love, and she’s often working on the road and blogging about it.

If you’re taking your first tentative steps into using macros, do check out the summary of Karen Cox’s Macros for beginners session.

CIEP members can download a Getting started with macros fact sheet from within their members’ area.

Posted by Abi Saffrey, CIEP blog coordinator.

The views expressed here do not necessarily reflect those of the CIEP.

Excel tips for editors to help your business run smoothly

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This year’s CIEP conference was held online, from 2 to 4 November. Attendees from all over the world logged on to learn and socialise with their fellow editors and proofreaders, and a number of delegates kindly volunteered to write up the sessions for us. Michelle Ward reviewed Excel tips for editors, presented by Maya Berger.

Maya Berger running a workshop at the 2019 SfEP conference.

The Editor’s Affairs (TEA) is an Excel spreadsheet package which helps you ‘take the guesswork out of quoting and run your business with confidence’ – two problems I identified with as a relatively new businesswoman and an early stages proofreader.

Before hearing Maya speak about TEA during a Cloud Club West Zoom in September, I was writing my CPD and proofreading jobs down on paper, working out rates for words/hour and words/pence using mathematical formulas learned many years ago in school. I would then transfer this data to a home-made spreadsheet, which never seemed to carry over correctly to the next month or year. I was duplicating work, making mistakes in calculations, and getting frustrated.

Getting to grips with Excel

Maya started her session at this year’s CIEP conference with a quick canter through the many intricacies of Excel – valuable both to beginners and to advanced users. Among other things, she showed us how to:

wrap text in columns
hide unwanted columns and rows
input negative numbers

Her troubleshooting tips explained quick solutions to cryptic errors that I normally research on Google, such as:

#DIV/0!
#REF!
#VALUE!
Green triangles

A nice cup of TEA

Maya showed us her demo TEA spreadsheet, which has separate pages for:

CPD
project timesheet
income
expenses

She led us patiently through the steps needed to input our own data, which would then magically populate the columns and rows using pre-loaded formulas. We could then confidently quote for new business, knowing we would have enough time to complete the work before deadline, and would be paid an honest wage for time taken. When the time comes to apply for a CPD certificate or a membership upgrade, we can simply look at the CPD page and know instantly whether we have enough hours and enough points. The Income/Expenses pages would be useful at financial year end. What more could a freelance copyeditor or proofreader need to make their life easier?

Seeing your data clearly

Maya demonstrated using colourful charts to visually enhance selected data, such as an Amount Invoiced/Received Per Month table and a Percentage of Work Per Client pie chart.

Monthly Summaries table
Client Summaries table
Expense Category Summaries table

From these tables, you can tell the percentage of your total income per client, who your best paying client is, how many projects you have for each client, etc. Could your business survive if you lost a particular client?

As with all the sessions at the CIEP conference 2020, I came away invigorated and motivated. Maya finished her session with this fantastic phrase, which I will now use as my business mantra: ‘Check in with yourself and your dreams!’

Special offer

Maya is offering CIEP conference 2020 participants the opportunity to purchase her basic TEA package for £85 until the end of December: more details are available in the ‘Additional Resources’ email sent to delegates after the conference.

Michelle Ward is a CIEP-trained proofreader and the founder of Brook Language Services. Formerly a Modern Foreign Languages/Special Needs teacher and RAF Reservist, she is now an Intermediate Member of the CIEP specialising in proofreading history (Napoleonic/WWII/memoirs/biographies) and polishing texts written by multilingual authors. She loves curling up by the wood burner with a good book and red wine after a countryside dog walk.

Posted by Abi Saffrey, CIEP blog coordinator.

The views expressed here do not necessarily reflect those of the CIEP.

A fascinating look at how words evolve through time

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This year’s CIEP conference was held online, from 2 to 4 November. Attendees from all over the world logged on to learn and socialise with their fellow editors and proofreaders, and a number of delegates kindly volunteered to write up the sessions for us. Sheila Korol reviewed Choosing your words: Using the Historical Thesaurus of English to explore vocabulary, presented by Fraser Dallachy.

Delegates at the 2019 SfEP conference.

As deputy director of the Historical Thesaurus of English, Fraser Dallachy knows words. And his session was timely considering that the second edition was recently released in October.

The Historical Thesaurus is a true labour of love. The first edition was initiated in 1965 but not published until 2009, hardly surprising because the close to 800,000 words in the Oxford English Dictionary (OED) were individually handwritten on carefully labelled slips of paper. These papers were then sorted and re-sorted by hand until various categories were formed into what would eventually become the initial two-volume publication. A beautiful addition to any bookshelf no doubt, the paperback thesaurus itself was difficult to use even for its originally intended academic audience, who wanted to study the history of ideas as expressed in words.

Fortunately, a much more user-friendly online version also exists (ht.ac.uk), and part of Fraser’s job is to promote this publicly funded resource as a valuable tool for all word lovers. To this end, Fraser and his team continue to work closely with the OED to update words and dates online, striving for ever more accuracy in their historical record of the English language.

His team has also created various visualisations and graphs which users can choose from (and play with), including treemaps, sparklines and heatmaps. Thus, it’s easy to see when words based on a particular topic were historically used. Searches might lead, for example, to a timeline showing whether a word originated in Old or Middle English, whether the word is still used in the present, or how an entire category of words has evolved to reflect changing vocabulary.

How might this prove useful to writers and editors? If you write or edit historical fiction, you can check whether anachronisms have inadvertently been included in the manuscript. Or if you write or edit speculative, say steampunk, fiction, you can search words to help with worldbuilding.

But what the conference delegates seemed most excited about was the Time-Traveller’s Dictionary – a specialised resource meant for writers who want to filter out from the thesaurus only those terms actively used for a specific subject at a particular point in time. However, this remains a work in progress, so keep an eye on the Historical Thesaurus website.

Fraser would love suggestions on how to make the thesaurus even more useful and widely relevant for all word lovers, so please contact him if you have ideas at fraser.dallachy@glasgow.ac.uk.

Sheila Korol is a high school English teacher from Canada who has lived in seven countries over the past 25 years. She currently lives in Hong Kong and is transitioning into a freelance editing career. She has completed the Editing Certificate from Simon Fraser University and is an Entry-Level Member of the CIEP.

Posted by Abi Saffrey, CIEP blog coordinator.

The views expressed here do not necessarily reflect those of the CIEP.

How to alter your mindset by changing your space and pace

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This year’s CIEP conference was held online, from 2 to 4 November. Attendees from all over the world logged on to learn and socialise with their fellow editors and proofreaders, and a number of delegates kindly volunteered to write up the sessions for us. Janine Levine reviewed Editing in the era of digital nomadism and COVID-19: challenges and opportunities, presented by Marieke Krijnen.

At Conference Aston, home of the 2019 SfEP conference.

The life of a freelance editor can be a charmed, privileged existence. We have almost unlimited freedom to work when and where we choose, be it the local library, our favourite cosy café, or a fully kitted-out home office complete with RollerMouse and treadmill desk. No one treasures this freedom more than freelance academic copyeditor and self-confessed ‘digital nomad’ Marieke Krijnen, who has lived all over the world, including countries in the Middle East and Europe and in North America. Marieke got the third and final day of the CIEP 2020 conference off to an inspiring start with her webinar, Editing in the era of digital nomadism and COVID-19: Challenges and opportunities.

Marieke is the first to acknowledge the inherent privilege in a term like ‘digital nomad’, but this lifestyle is not without its challenges. From isolation and loneliness to work–life imbalance and back pain, Marieke let us in on the secrets of how she faces down these challenges in her day-to-day life. While international travel is largely on pause, for the time being, more of us find ourselves working remotely or from home during the current pandemic, and, as Marieke illustrated in her presentation, many of the same challenges apply.

There were so many useful, practical takeaways from this webinar that I couldn’t begin to list them all here. Luckily, you can find all the information in this handout compiled by Marieke. From apps and ergonomic office accessories to online forums and social networking groups – not to mention Marieke’s tips and tricks for maintaining good physical and mental wellbeing based on what works best for her – I was heartened to learn that there are so many quick and easy things I can implement right away for a happier, healthier and more productive remote-working lifestyle. I will mention a few of my favourites.

To help with productivity, apps like Freedom can temporarily block access to certain time-swallowing websites of your choosing (Facebook and Twitter are popular choices). To combat feelings of isolation, online groups, such as those on Meetup, bring individuals working within the same profession together for a virtual version of that ‘water cooler’ effect of a traditional office environment. There are also increasing numbers of co-working spaces popping up in cities all over the world. While monthly or yearly subscriptions to these spaces can be pricey, many of them now offer day passes, so that sorely needed change of scenery once a week won’t break the bank. Or, if you can’t make it there in person, you can join a digital co-working space. Lastly, daily practices, like taking a break to do an online yoga class, or simply relocating to another room in the house midway through the day, can be the reset the body and mind need to stay focused. And sticking regularly to these practices can reduce the risk of burnout in the longer term.

The current pandemic has made working from home a reality for the foreseeable future for many of us. While a globe-trotting lifestyle may be out of reach right now, it’s clear that many of the challenges of digital nomadism apply now more than ever, to more of us than ever before. Judging by the level of engagement in the Q&A session, conference attendees found much to inspire them in Marieke’s talk. But for me, the most important takeaway of all was Marieke’s reminder to give ourselves a break. She admits that even she doesn’t manage to follow all her advice all the time, and she certainly doesn’t recommend rushing out and buying a treadmill desk right away. One small change can make a big difference.

Janine Levine is a freelance proofreader and copyeditor based in Toronto, Canada. She specialises in non-fiction editing, including academic pieces and political magazines. When she isn’t working, she enjoys hiking and Zoom calls with friends. She is an Intermediate Member of the CIEP.

Posted by Abi Saffrey, CIEP blog coordinator.

The views expressed here do not necessarily reflect those of the CIEP.

To infinity and beyond – delving into PerfectIt’s possibilities

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This year’s CIEP conference was held online, from 2 to 4 November. Attendees from all over the world logged on to learn and socialise with their fellow editors and proofreaders, and a number of delegates kindly volunteered to write up the sessions for us. Suzanne Arnold reviewed Enforcing house styles: Customising PerfectIt for advanced users, presented by Daniel Heuman.

Delegates at the 2019 SfEP conference.

PerfectIt is a Word plug-in that checks for possible consistency issues – eg ‘realise’ and ‘realize’. This was a practical session to help attendees edit style sheets in PerfectIt, with tips for beginners and more experienced users.

My key takeaway: the screens may look intimidating at first, but it’s worth pushing past the fear to see what’s possible.

Getting started

In PerfectIt 4, you can customise style sheets and create new ones; in PerfectIt Cloud you can’t (yet).
The drop-down menu offers built-in style sheets: eg US English, UK English, Australian Government Style.
‘Check Consistency’ in the drop-down menu means PerfectIt will simply check for potential consistency issues within the text, without looking for compliance with a particular style.
To edit a style sheet, choose ‘Manage Styles’ in the toolbar. Use the drop-down menu by ‘Current style sheet’ to select the style you want to edit, then click ‘Edit Style Sheet’.
To create a new style sheet, choose ‘Manage Styles’ and then ‘New’.
The tabs on the left are the ones you’re most likely to use initially.
Read each tab from left to right, top to bottom. The example below therefore reads, ‘When PerfectIt is running the check for spelling variations it should warn if it finds the phrase “whilst”. If it finds the phrase, it should suggest “while”.’ The top line has a drop-down menu and the other two you type into.
Make separate entries for variations on a word – eg ‘e-mail’, ‘e-mails’, ‘e-mailing’ etc.
And that’s the key to tailoring style sheets in PerfectIt. Yes, there are many other settings you can adjust, but this is all you need to know to get started.
Good luck!

Tips for advanced users

Searches are not case sensitive – so the example below would find ‘SFep’ and ‘sFEP’ etc. But clicking ‘Case sensitive suggestion term?’ ensures that the replacement term ‘CIEP’ is capitalised as specified.
Use the ‘Style Notes’ column to give users more information (see next screen grab).
‘Except for’ in the ‘Style Notes’ column acts as an instruction to PerfectIt – in the example below, PerfectIt will suggest correcting ‘tennant’ to ‘tenant’ unless it is in ‘David Tennant’ or ‘Michael Tennant’.
If the house style has certain terms that are always abbreviated – eg UK – use the ‘Never Find’ tab, select ‘Abbreviations Without Definitions’ from the drop-down and then type in the abbreviation that doesn’t need writing out.
In the ‘Settings’ tab, scroll to the bottom and there are some options called ‘Style Points’. These are switched off by default, but you can switch them on in the same way as for other checks.
The ‘Fine-Tuning’ tab initially looks pretty daunting, but all you need to know is that the words separated by pipes | will be treated in the way described on the left.
If you only have a PDF, you can open some PDFs within Word and it will convert it to text. It may not look pretty but it will allow you to use PerfectIt.

Suzanne Arnold is an Advanced Professional Member who specialises in copyediting and proofreading non-fiction for adults.

Posted by Abi Saffrey, CIEP blog coordinator.

The views expressed here do not necessarily reflect those of the CIEP.

Make your website earn its keep with just a few tweaks

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This year’s CIEP conference was held online, from 2 to 4 November. Attendees from all over the world logged on to learn and socialise with their fellow editors and proofreaders, and a number of delegates kindly volunteered to write up the sessions for us. Phillip Scott reviewed Editor website foundations, presented by Louise Harnby.

Delegates at the 2019 SfEP conference.

When I was asked to review Louise Harnby’s conference session – Editor website foundations – the obvious preparatory step was to visit her site: louiseharnbyproofreader.com. After exploring the site’s every nook and cranny, which prompted a visit from the self-esteem monster, I was sorely tempted to resign my commission. (With only a single course under my belt, I am brand new to this world, and to the CIEP: baby-steps status.) The information team, however, quickly assuaged my self-doubt: ‘Just tell us what you thought of the session.’

Even for a newbie like me, the session could not have been more useful. Louise gave us Ten ways to make your website work harder for you, clearly laid out with the sections organised as follows:

What do you need to know?
What do you need to do?
An Effort and Outcome sidebar
Examples

The clarity of structure allowed us to concentrate on the practical content. Louise placed emphasis on keeping a beady eye on results: ‘Do this to keep the visitor engaged.’ ‘Is this feature about the potential client or is it about you?’ Primus inter pares: ‘Will this feature drive sales?’

Let’s consider the second section in a little detail: ‘Put testimonials everywhere.’ Who knew? Thinking back on websites near and far, whatever testimonials there may be are nearly always randomly tucked away somewhere, with little or no connection to products and services on offer. Not on Louise’s site. On her home page, there is a scannable (technical term for search engines can find it) encomium: ‘I’m a better writer because you edited my book’ … next to a sketch of the author’s book. Click on the Services tab and there are two more, boxed in for emphasis. On the Books tab, one finds a trio of testimonials from fans of three of her books, a few centimetres higher on the page, with front covers duly on display.

In good but challenging ways, Louise’s 50 minutes flew by and, given the amount of content in the session, the challenge to keep up was at times intense. If I may offer some advice to less-experienced editors, whether or not you already have a website: you would be unwise to address the demands of all ten steps at once.

My priorities will likely be … Step 1: Websites don’t rank (pages do)! Step 3: Make the page readable; Step 5: Tell visitors what to do; and Step 6: Mind your pronouns. The others are at least as important as these four, but I will need time to do the work which will generate testimonials, to create the valuable ‘useful stuff’ to offer free of charge in due course, and to learn the technical side of ‘meaningful metrics’. (First, I will have to learn the meaning of metrics.)

Once I have completed my next several hundred baby steps, I will turn my mind to creating a website of my own. It will not have the magisterial heft or functional virtuosity of the site of our illustrious colleague, but principles are principles, and I will apply what I’ve learned from Louise with alacrity and confidence.

Phillip Scott has enjoyed a wide-ranging career in music education and, once they emerge from lockdown in the spring, he will be pleased to pick up the reins of two of London’s youth orchestras, which he has conducted for the last few years. After basic training in copyediting and proofreading, he is looking forward to this new direction in his life.

Taking the mystery out of macros – one click at a time

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This year’s CIEP conference was held online, from 2 to 4 November. Attendees from all over the world logged on to learn and socialise with their fellow editors and proofreaders, and a number of delegates kindly volunteered to write up the sessions for us. Kate Sotejeff-Wilson reviewed Macros for beginners, presented by Karen Cox.

At Conference Aston, for the 2019 CIEP conference.

Earlier this year, in a Saturday workshop with Paul Beverley, I enthusiastically learned how to use macros, but I still wasn’t integrating them into my daily editing work – despite knowing that macros can do things other software like PerfectIt can’t. So, this was a nice refresher session that I’d recommend to anyone who loves words but finds numbers and computer code slightly terrifying.

Learning macros is a bit like learning to touch type. It takes some time, but once you’re up and running, you will save yourself far more time (and money, as you will be able to edit faster). Karen clearly explained how Paul Beverley’s macros work, with Paul on hand to delve into the details.

A macro is a set of instructions to get your computer to do something for you. They do ‘subroutines’, or small repetitive tasks. Paul divides his into three main types: analysis, as-you-edit and global.

Analysis macros produce reports on your text. You can use the reports to spot inconsistencies and make decisions to incorporate into your style sheet. Run each macro, save the report, and change the document yourself or run other macros to do it. Karen introduced her top three of Paul’s macros:

DocAlyse counts instances of spelling, punctuation and formatting (such as whether a capital letter is used after a colon). Karen showed us an example of this using a children’s book she had proofread.
ProperNounAlyse shows up instances of place and personal names. Karen used this recently for a novel set in Wales.
HyphenAlyse shows up when prefixed words are written as hyphenated, as two words or as a single word (in a self-help book, Karen found anti-depressants and antidepressants).

Two of my personal favourites are CenturyAlyse, which is great for historians, and AccentAlyse, which is great for translators.

Use as-you-edit macros to make changes as problems (like these) come up:

‘CommaInDialogue is great for fiction editors.’ Said Karen. This macro checks whether a full stop is used before a dialogue tag instead of a comma, and corrects it. So you get ‘CommaInDialogue is great for fiction editors,’ said Karen. You can change this with one keyboard shortcut as you work your way through your document.
SwapCharacters will correct ‘sepllings’ to ‘spellings’; SwapWords will turn ‘in as’ into ‘as in’.
Fetch Macros (GoogleFetch, OUPFetch, GoogleMapFetch) will check how a phrase is spelled, capitalised or located.

Global change macros will change every instance of something in the whole document. Think hard before you do this. These macros need to be used with great care; make sure you save a copy of your file before you start.

FRedit is a find-and-replace edit; you create a script for how you want to change these globally. You can use this to do things like turn double spaces into single spaces after a full stop. You can tell FRedit not to Track Changes that you want to make ‘silently’.

Karen closed by showing viewers how to install a macro; why not go to Paul Beverley’s website and try it? You can download a starter pack and book from the site, or go to the CIEP macros forum. Paul will be there to answer your questions.

Kate Sotejeff-Wilson has been editing and translating for academics since starting her history PhD in 1999, and she is happiest in the space between languages or an intercultural setting. Born in Wales to a Polish mother and English father, she is now a Finn. Kate is an Advanced Professional Member of the CIEP and vice-chair of Nordic Editors and Translators.

If you’d like to learn more about Paul’s macros, check out Christina Petrides’ summary of Paul’s Macro-driven book editing session.

CIEP members can download a Getting started with macros fact sheet from within their members’ area.

Posted by Abi Saffrey, CIEP blog coordinator.

The views expressed here do not necessarily reflect those of the CIEP.

Susie Dent in conversation with Denise Cowle

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This year’s CIEP conference was held online, from 2 to 4 November. Attendees from all over the world logged on to learn and socialise with their fellow editors and proofreaders, and a number of delegates kindly volunteered to write up the sessions for us. Anna Baildon reviewed Susie Dent in conversation with Denise Cowle, the CIEP’s marketing director.

Denise Cowle presenting a session at the 2019 SfEP conference.

In the words of our chair, Hugh Jackson, this was ‘perhaps the most eagerly anticipated and most talked-about [session] of the conference’.

Susie Dent became our honorary vice-president in January 2016, and 2020 is the first year that conference has not fallen on a Countdown recording day, thus freeing her up to join us. She must be the UK’s most famous contemporary lexicographer and etymologist, and is a familiar broadcaster and writer.

Denise Cowle, our marketing director, did a superb job of facilitating the conversation, drawing on questions submitted by members. She seemed calm in the hot seat, as if interviewing such high-profile folk is what she does every day.

Susie spoke about her pre-TV career, mentioning her ‘nerdy interest’ in language. She admitted to having ‘no clue’ about what to do after university, and that lexicography had not always been her long-term plan. In 1992, while working at Oxford University Press (OUP) on English and bilingual dictionaries, her OUP boss persuaded her to give Countdown a go. She had declined Channel 4’s invitation four times as she is more comfortable ‘flying below the radar’ than being in the spotlight. Perhaps there’s an interesting point here about serendipitous professional opportunities being won by going beyond your comfort zone.

Denise asked Susie to speculate on what path her career might have taken if she hadn’t joined Countdown. Susie thought she would probably still be in publishing, ideally working on the Oxford English Dictionary (OED). When asked if she had ever considered editing or proofreading as a career, Susie said that she wouldn’t be suited to these careers as she wasn’t particularly pedantic about language. But she did say she was most interested in focusing on clarity and eloquence and observing usage rather than adhering rigidly to established rules.

Susie Dent

The discussion turned to Countdown filming. It sounds pretty intensive; twice a month, the team gathers to do three days of filming to produce 15 shows. This gives Susie predictable gaps between filming, in which she can focus on her writing. Shorter pieces and those which can be written in chunks suit this timetable. Susie seemed apprehensive about writing fiction because of the pressure to produce a ‘linguistic wow’, but she did mention the possibility of writing under a pseudonym.

On the question of paper versus online dictionaries, Susie was firmly in favour of online for currency. She said she could envisage the demise of printed dictionaries, but interestingly she said there is a significant gift market in the US for the OED, despite the hefty price tag!

Denise asked Susie about 2020’s neologisms. A favourite of Susie’s is ‘quarantini’. After explaining the etymology of ‘quarantine’, she said she would not expect ‘quarantini’ (and many other COVID-19-related terms) to survive for long. She mentioned that some neologisms gain longevity if they are riffed upon and spawn new, related words, while others become dated and fall out of usage.

Susie talked about her word-of-the-day tweets. She usually avoids politics, aiming instead to choose something beautiful, amusing or topical. Her word for 3 November was ‘empleomania’, meaning ‘the overweening and manic desire to hold public office at any cost’. Make of this what you will! On the subject of word choices, her favourite word from her book How to Talk Like a Local is her selection for 1 January: ‘crambazzled’, a Yorkshire word meaning ‘prematurely aged from excessive drinking’.

Denise asked Susie about the hiccup with her latest book, Word Perfect, published in October. Susie explained that the book had been published using the wrong version of the text, with errors left in, after a pressurised production schedule owing to backlogs caused by COVID-19. She had questioned the title as potentially asking for trouble! I’m sure Denise’s sympathy was shared by everyone watching as Susie described how mortified she had felt. She wisely ‘decided to try to smile’ about it, tweeted to explain things, and in fact received no criticism. Nevertheless, she said that some lalochezia had been very useful!

It was interesting to hear about Susie’s broader experience of having her work edited, especially her view of the process as collaborative. She likes to work with copyeditors with whom she has an existing relationship, especially for book projects. She has had some issues when writing for newspapers, such as the addition of clickbait headings, or the meaning being twisted because the tone of voice has been changed.

Susie mentioned her work on the Something Rhymes with Purple podcast with Gyles Brandreth. She came to agree with Gyles, who told her that ‘it’s the most you thing you’ve ever done’. She thinks this is because it has a simplicity and intimacy, unlike studio work. I thought this chimed well with ‘flying below the radar’.

One of the final questions Susie answered was about her current reading. She is re-reading Our Mutual Friend and Tess of the D’Urbervilles for a forthcoming programme with Gyles on the language of Dickens and Hardy, but they are also two of her favourite novels.

I hope these selected highlights give a flavour of the event for those unable to attend. The session was a joy to watch, so let’s hope we have the pleasure of Susie’s company at future conferences. She was warm, professional and generous in sharing her love of language.

Anna Baildon is an Entry-Level Member and is relishing CIEP training to strengthen her expertise. She has worked in niche librarian roles in higher education and has significant experience in wrangling non-fiction copy into a publishable state. Anna has degrees in English literature and librarianship and a lifelong affinity with words. She plans to freelance, offering both copyediting and proofreading services.

Posted by Abi Saffrey, CIEP blog coordinator.

The views expressed here do not necessarily reflect those of the CIEP.