Category Archives: Reviews

A new CMOS style sheet for PerfectIt users

PerfectIt users asked for a CMOS style sheet, and PerfectIt has delivered!

Exciting news – from 10 August 2021, PerfectIt will include a style sheet for the Chicago Manual of Style (CMOS) for all PerfectIt users, whether on PC or Mac. I think this addition to the program will make many PerfectIt users very happy! The style is an official product that the CMOS team has created for use in PerfectIt.

A valuable tool for editors

In case you are yet to discover PerfectIt, it is one of the best tools available for improving the speed and quality of editing in MS Word. PerfectIt arrived on the scene about 12 years ago as a consistency checker, picking up things such as ‘centre’ and ‘center’, ‘Client’ and ‘client’, ‘8’ and ‘eight’. The program flags these inconsistencies and prompts the user to decide whether to make changes and which option to choose. Over the years, PerfectIt’s capabilities and usefulness have increased. For example, the program now fixes basic formatting issues and can create lists of abbreviations and comments as quick, discrete tasks.

The power of style sheets

Using PerfectIt’s built-in style sheets takes the program to another level because it picks up not just inconsistencies in a document but also deviations from the chosen style. The program has style sheets for different spellings (eg Australian, Canadian and US) and organisations (eg European Union, United Nations and World Health Organization). All style sheets are available in both the PC and Mac versions, although anyone using the PC version of PerfectIt has the added benefit of being able to modify those style sheets or even create their own.

Online style guides

When I first started editing, looking up something in a style guide meant finding the book, consulting the table of contents or the index, then scanning a particular page to find the relevant advice. Today, editors can generally consult an online style guide, making the process much quicker and easier. CMOS was a trailblazer in this regard, with an online version first available in 2006. In Australia, we lacked a local online style guide until recently, when (like buses) three came along at once!

Now, imagine that the power of the online version of CMOS could be combined with that of PerfectIt. Well, that’s exactly what is now on offer for PerfectIt, with an integrated product that shows both the relevant advice from CMOS and the appropriate portion of the manual. This product is available to anyone who is running PerfectIt 5 (the latest version of the program) on a PC or Mac and has a subscription to CMOS Online (although only those using the PC version will be able to customise the style sheet).

PerfectIt + CMOS in action

To investigate the new feature, I ran PerfectIt on a test document, selecting the CMOS style sheet. The first thing it finds is under the ‘Hyphenation of Words’ test, and the sidebar tells me that a word appears with and without a hyphen:

If I want to know more, I simply click on ‘See more from CMOS 7.83’ and, hey presto, the relevant section of CMOS appears (I can scroll down to read the complete section):

The beauty of this system is the seamless link between PerfectIt and CMOS, which allows me to access the relevant advice without leaving my Word document.

In another example, under the test ‘Spelling Variations’, PerfectIt picks up the use of ‘focussed’ and gives this summary:

As above, I can click ‘See more from CMOS 7.1’ to see this particular entry from the manual:

You’ll notice that some of the text is red – those are active links that take me directly to the websites. Some quotes from CMOS text contain links to other parts of the manual; again, these appear in red and take you into the online CMOS.

A highly detailed style sheet

Looking behind the scenes (via the ‘Style Sheets’ section of the PerfectIt tab), we can see what makes up this CMOS style sheet. The first page explains that the style supplements the 17th edition of CMOS and is designed to help users to apply the style and learn how it works.

Clicking on ‘Always find’ in the Style Sheet Editor provides a list of the tests that PerfectIt runs for this style sheet. The list is more extensive than for previous style sheets. For example, in the case of hyphenation, the WHO style sheet has the categories ‘Hyphenation of Phrases’ and ‘Hyphenation of Words’, whereas the CMOS style sheet has those two categories plus numerous subgroups. It also has multiple subgroups under ‘Preferred Spelling’:

If we investigate one of those subgroups, ‘Hyphenation of Age Terms’, we can see where the notes that appear in the style sheet come from:

The text under ‘Instructions’ in the list above is what appears in the sidebar (directly under the name of the test) when PerfectIt is running. This level of detail makes the CMOS style sheet extremely useful.

Congratulations to the team

Having been involved with the various iterations of PerfectIt’s WHO style sheet, I’m aware of the work that’s involved in developing the program’s style sheets. I can only imagine how much harder it must have been to take this to the next level by adding links to CMOS, and I congratulate PerfectIt and CMOS on a job well done. I’d love to see this approach extended to other style guides.

PerfectIt is a fabulous tool for editors, and the addition of the CMOS style sheet has taken it to a whole new level.

Disclosure

The author received a one-year subscription to PerfectIt and CMOS in return for writing this review.

About Dr Hilary Cadman

Dr Hilary Cadman is an established technical editor and trainer. She is passionate about helping fellow editors to save time and improve the quality of their work by becoming confident with technology. She runs online introductory and advanced courses in PerfectIt. Find out more at: cadmantraining.com

New to PerfectIt? Try taking one of Hilary’s online, self-paced PerfectIt courses. CIEP members receive a 25% discount on all Cadman Training courses.

Log in to CIEP as a member > Training > Promoted courses > Cadman Training

 

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.

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Posted by Liz Jones, information team editor.

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

British Library Study Day: Fairy Tales

By Tor Hegedus

Once upon a time, on a not-so-Grimm Saturday in January, a group of fairy-tale enthusiasts gathered at the British Library for a sold-out study day. Thanks to a post on the SfEP forums highlighting the event, I was lucky enough to be among them.

I’ve always loved fairy tales – the magic, the feeling that anything could happen and the dark little corners found in even the most child-friendly retellings – so the library’s promise that I would ‘discover stories I’d never heard before’ was a temptation I couldn’t resist. Also, as a children’s specialist who has worked on numerous fairy-tale retellings and collections, I was curious to learn more about the history of these traditional tales and see if there were any takeaways to be found for editing them.

Arrival

Upon arrival, we were treated to tea, fancy biscuits and goody bags (!) containing a copy of the programme, as well as a beautiful British Library notebook and pencil. The programme had been updated at the last minute due to a dropout, but the replacement lecture by Dr Erica Gillingham sounded promising … if anything, I was more excited than before. And I didn’t have long to wait. Soon enough, we were invited to take our seats in the library’s Knowledge Centre Theatre for the morning session.

The morning session

The day was kicked off by Michelle Anya Anjirbag from the University of Cambridge. Michelle’s talk, ‘Unlocking the Cabinet of Stories: Fairy tales, subversion and representation’, touched upon our understanding of fairy tales – our expectations and the biases those expectations reveal. She also talked about the issues surrounding representation and diversity in fairy tales, both historically and in modern-day retellings.

Michelle was followed by Jane Suzanne Carroll from Trinity College, Dublin, who talked on the subject of landscape within fairy tales. Her lecture, ‘Into the Woods: Spaces and places in fairy tales’, explored the familiar spaces within European fairy tales and explained why the same spaces occur again and again. It also examined the ways that stories have become embedded in real landscapes, using Irish and Welsh examples.

The late addition to the programme, Dr Erica Gillingham, closed off the morning with her talk ‘Cinderella and the Huntress: A lesbian retelling of Cinderella in Malinda Lo’s Ash’ – a lecture that not only spoke to the twisting of tropes in Lo’s Ash, but also offered a wider perspective on LGBTQ+ representation in YA fairy tales.

The afternoon session

After lunch, the afternoon opened with a thrill – Lucy Evans, a British Library curator, took us on a fascinating journey through the library’s collection of fairy tales. We were able to see examples of printed materials from the archives – from theatre posters and chapbooks to beautifully illustrated fairy-tale collections and even original manuscripts!

Next was Gillian Lathey, an honorary senior research fellow at the University of Roehampton, with her talk, ‘The Princess and the Multiple Peas: The translation and transformation of fairy tales’. In this lecture, Gillian discussed how the choices and personal styles of translators (and editors!) have impacted familiar tales over time.

Finally, author and publisher Dr Tamara Pizzoli took the stage for her talk, ‘The Tooth Fairy is a Black Woman and Other True Tales: A modern griot’s quest to rewrite history one fairy tale at a time’. In this talk, Dr Pizzoli opened up about the founding of her publishing company, The English Schoolhouse, as well as her journey as an author and what inspires her to continue writing both diverse retellings of existing fairy tales (such as The Ghanaian Goldilocks) and original stories (like Tallulah the Tooth Fairy CEO).

Highlights

All of the speakers were engaging, knowledgeable and passionate about their chosen topic. With such a high-quality line-up, it’s no surprise that there were plenty of memorable moments throughout the day. Some of the most fascinating content for me included:

  • Michelle Anya Anjirbag discussing representation and diversity in Disney’s fairy tale adaptations – their history, the steps they’ve taken and the steps they still need to take.
  • Jane Suzanne Carroll presenting a map tracking the geographical origins of Irish selkie stories. During this segment, it was pointed out that certain Irish surnames hold links to selkie folklore … leaving one surprised audience member checking themselves for webbed toes during the break!
  • Lucy Evans sharing an image of Angela Carter’s The Bloody Chamber. (I’m not ashamed to say I let out a squeak of excitement – The Bloody Chamber is a long-loved favourite of mine!) Lucy also shared this – a chapbook with a subtitle I still can’t quite shake!
  • Gillian Lathey discussing the changes made in one translation in the story of ‘The Princess and the Pea’. The translator, who felt it unrealistic that a single pea would be felt under so many mattresses, took it upon themselves to add multiple peas – a change that can still be found in subsequent versions today.
  • Learning that in early instances, Goldilocks was not as we know her today. In fact, early versions of the story had her as an old woman with silver hair!

Into the sunset

With a hot chocolate and my notes to keep me company on the train home, I found myself reflecting on the day. Overall, it was a fantastic experience – well worth the price of admission. It would have been beneficial to have a few more breaks dotted about … the seats were comfortable, but two and a half hours is a long time to be sitting in one place without a break!

The only (VERY minor) disappointment I had related to additional materials provided after the day. While I did take my own notes, we were told we would receive additional materials from the speakers via email in the following week. I was looking forward to a more comprehensive memory jog from these, but for the most part they lacked the depth I was hoping for.

For anybody interested in attending a future event at the British Library, you can browse here to discover what’s on.

Tor Hegedus is a writer, editor and Professional Member of the SfEP. Formerly an in-house copyeditor at a well-known children’s publisher, Tor ditched the commute to fully embrace freelance life – pyjamas and all. When she’s not wrestling commas, she can be found slurping tea and reading picture books to her cats.

 

 


Photo credits: open book Natalia Y; woods – Donald Giannatti, both on Unsplash.

Proofread by Victoria Hunt, Intermediate Member.
Posted by Abi Saffrey, SfEP blog coordinator.

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

 

PerfectIt 4: an upgrade

With PerfectIt 4 now available, Dr Hilary Cadman, a long-time devotee of PerfectIt, reviews the updated program.

Daniel Heuman and the team at Intelligent Editing have heeded feedback from users and made this fabulous program even more impressive.

Simpler to start

PerfectIt has always been user-friendly, but now it is even more so, with an expanded Start panel. As soon as PerfectIt launches, it is immediately obvious which style is selected, and you can change it using the dropdown list in the Start panel rather than having to go to the ribbon. Also, with ‘Choose Checks’ upfront, it is quick and easy to see which tests are selected. Previously, if you deselected particular tests when running PerfectIt, it was easy to forget you’d done that, and then wonder why PerfectIt was missing things the next time you ran it (speaking from experience 😊).

Faster and cleaner

A major improvement from previous versions is the speed of PerfectIt 4. The initial step of assessing the document is impressively speedy, with it now taking only seconds for PerfectIt to complete its scan, even if your document is hundreds of pages long or contains lots of tables and data.

Another new feature of PerfectIt 4 that makes it faster is the function to fix errors. Whereas in previous versions the ‘Fix’ button sat to the right of the ‘Locations to check’ window, it now sits within that window, and each location to check has its own ‘Fix’ button. If you drag the task pane to make it wider, the ‘Locations to check’ window expands, making it easy to see each possible error in context. Thus, instead of having to click on a location, look at it in the document to see it in context and then return to the PerfectIt task pane to fix it, you can now work just within the task pane, saving time and effort.

Initially, I found that I was trying to click anywhere in the highlighted location to apply the fix, but once I realised that you need to have the cursor on the word ‘Fix’, it was fine. Activating the keyboard shortcuts (with F6) speeds up the process even more, because you can use one hand to move the mouse down the list and the other to click ‘F’ to apply a fix.

Also new are the little buttons near the top of the PerfectIt side bar that allow you to easily rerun the test that you’re in, or to open the whole list of tests and move on to an earlier or later one if you wish.

Styles made easier

Managing styles is another thing that’s better in PerfectIt 4. Creating a new style sheet based on an existing one used to involve exporting a style sheet, saving it to the desktop and importing it with a new name. Now, the whole thing can be done from within PerfectIt simply by opening ‘Manage Styles’ and selecting ‘New’ – this opens a window in which you can give your new style a name and say which style you want to base it on.

Another welcome style change is that the built-in styles are now preserved, but if you want to make a change to one of those styles (eg to UK spelling), PerfectIt will automatically create a new version of that style sheet (eg ‘My UK spelling’), which you can modify. Also, the built-in styles will automatically update if Intelligent Editing makes changes to them. A further useful new feature is the option to combine style sheets, nominating which style should override the other where they differ.

Finally, the style sheet editor, which works behind the scenes, was always a rather daunting part of PerfectIt, particularly in comparison to the front end of the program. The basic set-up looks much the same, but a welcome improvement is that changes to the style sheet editor now save automatically, rather than the user having to click on ‘Save and exit’ to save changes.

The verdict

I would highly recommend updating to PerfectIt 4. The upgrade is relatively cheap (currently only US$49/year – around £40 – for those already on subscription), and the benefits will be obvious immediately, particular in terms of time saving. Also, for those who are used to previous versions, the interface is sufficiently similar that updating won’t hold up your work.

If you’re still in doubt, why not give it a try. Free trials for permanent licence holders and new customers are now available (and any style sheets that created in PerfectIt 3 will automatically be brought into PerfectIt 4).

Disclosure: Hilary received a 2-year subscription to PerfectIt as an incentive to pen this review.

Hilary Cadman is a technical editor who has been using PerfectIt for nearly 10 years and has produced online courses to help fellow editors get the most out of the program.


This article originally appeared in the July/August 2019 issue of Editing Matters, the SfEP’s digital magazine.


Proofread by Emma Easy, Entry-Level Member.
Posted by Abi Saffrey, SfEP blog coordinator.

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

What’s new in PerfectIt 3?

PerfectIt 3, a new, updated version of the popular software that many of us find invaluable, has just been launched by Intelligent Editing. Wendy Toole looks at what the new version has to offer.

PerfectItscreen

The first difference to notice with PerfectIt 3 is that it has its own ribbon tab (or its own toolbar in Word 2003), not only making its new features instantly available but also opening up and drawing attention to existing features that may have skipped a user’s notice in earlier versions. There is simple access to ‘Reports’ and ‘Help’ groups, and also the new ‘Style Sheets’ group that now includes many options in addition to basic UK or US English spelling, such as Australian or Canadian, and a choice of house styles such as those of the European Union and the WHO.

Of the many new tests included in PerfectIt 3, the ones that appeal to me as an editor mostly of academic humanities texts are those for accents/foreign characters, italics, and brackets and quotes left open. The test for accents/foreign characters will draw your attention to inconsistencies such as ‘café’ and ‘cafe’. The italics test includes a selection of phrases such as a priori and inter alia, to which you can also add your own items: you select whether you want the terms always, never or consistently italicised, with the default being for consistency. (My authors often italicise ‘HMS’ in names of ships, so I’ll be adding that to the ‘never’ list …) What the test for brackets and quotes being left open can do to help you doesn’t need explaining.

Useful for STM

Among the new tests that will be of particular use to editors working on STM-type texts are those for superscripts and subscripts, percentage symbols and non-breaking spaces with measurements. They are also likely to appreciate having the useful ‘Table of Abbreviations’ accessible on the ribbon. PerfectIt 3 is even more customisable than its predecessor, and the ‘Style Sheets’ group in the ribbon makes the many available options easy to negotiate. Among those that will be welcomed by almost everyone are options to set capitalisation styles in different heading levels, and tests for the hyphenation of prefixes (as with the italics test, you can opt for always, never and consistency). Also – to my surprise and delight – there is now the facility to carry out wildcard find and replace routines: if you have a special F&R that does just the thing you want, such as replacing hyphens in number ranges with en dashes, which I seem to use in every job I do, simply paste it in on the ‘Wildcards’ tab of the ‘Style Sheet Editor’.

Skip sections

Another new feature that will be a great time-saver for many of us is the option to tell PerfectIt 3 to skip particular sections of text when running checks. Anyone who edits material with a lot of quotes from other sources will appreciate this, not to mention those – probably most of us at one time or another – whose work contains bibliographies. As well as opting to exclude from checking all text between straight/curly single/double quotes in ‘Choose Sections to Check’, you can type in the name of the Word style you have applied to your block quotes, and these will be skipped too. Footnotes, endnotes, references and bibliographies can all be excluded from the tests in their entirety, and you can also exclude all italic text elsewhere in your document.

Bespoke style sheets

As in PerfectIt 2, it is simple to make bespoke style sheets (either from scratch or based on an existing style sheet to which you wish to make customisation tweaks) to suit each of your clients. The new ‘Edit Current Style’ feature not only contains more options than were available in PerfectIt 2 but, with its plus-size dialogue box, is extraordinarily user friendly.

As a longtime user of PerfectIt, I was delighted to be asked to test and review PerfectIt 3. Unlike many software updates we’ve all struggled with, the new version is a clear and substantial improvement. Here, I have only scratched the surface of what it can do to help you perfect your documents. PerfectIt 3 is free to try, so do take a look whether you are a PerfectIt2 user or new to the product. I think you will like it. I certainly do.

Find out more at www.intelligentediting.com.

Wendy Toole profile pic

Wendy Toole is an advanced professional member and past chair (2011–2013) of the SfEP. She edits mainly academic humanities subjects, and historical and literary fiction. Her private passions include Victorian London, Victorian literature, and old maps and photographs. Follow Wendy on Twitter or find her on LinkedIn.

 

This review originally appeared in the May/June edition of Editing Matters, the membership magazine of the Society for Editors and Proofreaders.

Members of the SfEP get a 15% discount on PerfectIt. If you’re already a member, log in to the Members’ area of the website for details.