Category Archives: Technical

Improve your website’s SEO and push it up the search results

Search engine optimisation (SEO) helps your website climb search engine result pages. In this post, Debbie Emmitt offers easy steps you can take to maximise the chances of your own website being noticed.

I love web data, so SEO is a constant source of fascination to me. That’s why I wrote my book Improve Your Editor Website. But I appreciate not every editor is a web nerd like me! Let me help you make sense of the world of SEO for your own website.

Why bother with SEO?

SEO is a must for any editor or proofreader who takes their online marketing seriously. What’s the point of having a website if no one can find it? Most web users don’t click to Page 2 of Google search results; few look past the top four or five results on Page 1. Do you?

Graph showing decline in click-through rate after Page 1

Graph from Advanced Web Ranking, showing the sharp decline in click-through rate (CTR) after Page 1 of search results, using statistics from August 2022.

The tips in this post will give your website a better chance of making it onto the first page of search results.

1. Write engaging, high-quality content

Google uses AI called RankBrain that notices dwell time (how long people stay on your page) and click-through rate (how many people click through to your page from search results).

Take a few minutes to ponder the following questions, then include the answers in your site content:

How do your services help people?
What do you offer that is unique? This may be connected to your services, to you as a person, or both.
What do more established editors who work on similar content to you include on their site that people may be searching for? (Only use their sites for inspiration; do not copy content under any circumstances. Not only is this highly unprofessional but also all online content is protected by copyright.)

2. Add alt text to images and captions to videos

Your page content needs to be readable by search engine spider bots (bits of code that ‘look’ at your site to determine what it’s about).

To please these critters, add meaningful alt text to your images to accurately describe the image content. Make sure videos have good descriptions, ideally with captions or a transcription, or both.

All this ‘behind-the-scenes’ text serves double duty. Search engines love it, and it boosts the accessibility of your site, as screen readers can only make sense of text-based content.

3. Include relevant keywords in your content

Including the keywords your audience is actively searching for will attract your target users, who are more likely to convert to email sign-ups and enquiries about your services.

Firstly, work out the relevant keywords for your site. What search terms are your visitors using to find your content? What problem or question can you solve?

Keywords to consider for your site are:

your editing or proofreading services (eg genre, topic, level of editing)
your location (clients may prefer a UK-based editor, for example, if they’re writing in British English)
types of English you work with (UK, US, Australian, Canadian, etc).

Next, include these keywords on relevant pages. The higher up the page they appear, the more search engines will take note. If you pinpoint a primary keyword per page and put it in the URL, title and first sentence of that page, this will do you plenty of SEO favours.

However, don’t go overboard and flood your content with repeating keywords. This will make for a poor reading experience and may count against you.

4. Include compelling content in your search engine snippet

The page information in search engine listings is your page title, URL and description. Make these as inviting as possible to encourage people to click.

How to do this? Try this quick bit of research over your next cup of coffee:

Enter a search term people may use to find your site, then look at the Google Ads or sponsored search results (promoted boxes at the top of the page). It can take a few attempts, as ads aren’t available for all search terms.
Notice the keywords in their page titles and descriptions. As people are paying for these spots, the ads you see are probably the winning results of testing and therefore stand the best chance of getting clicks. If there aren’t any Google Ads or sponsored links showing, look at the top search results.
Use similar words in your page titles and descriptions, but be careful not to directly copy the content, and ensure the keywords are relevant to your site.

5. Use inbound, outbound and internal links

All these types of links contribute to SEO.

Inbound links (external sites linking to you)

The higher a site’s quality (and the higher it ranks in Google), the better it is to have a link from it to your site. Steve Napier, SEO consultant, has provided an extensive list of what makes a quality site.

Some ways to attract quality inbound links:

Get active on social media – Include your web address on your social profiles. While a link from Facebook or X (formerly Twitter) is not considered a high-quality link, it creates traffic to your site, which helps your SEO.
Comment (usefully!) on relevant blog posts – Include a link to your site. Make sure it doesn’t come across as shameless marketing, but as a genuinely useful link pertinent to the blog post and/or your comment.
Be a guest blogger – Politely approach the owners of blogs where your target audience hangs out and offer to write a guest post. Make sure a link to your site is included.
Go on podcasts – You can announce your web address on the episode, and it can also feature in the episode blurb on your host’s site and/or in the show notes.

Outbound links (from your site to external sites)

Outbound links, especially high-quality ones, can have a positive effect on your SEO, as proven in research such as this 2020 study by Reboot.

Some tips on using outbound links:

If you have a blog, link out to one to three relevant web pages per post. The external content will ideally expand on ideas you have touched on but haven’t covered in detail. This adds value to your post.
Moderate comments on your posts before publishing them. This will ensure low-quality or spam links aren’t auto-posted to your site and don’t negatively impact your SEO.
Force outbound links to open in a new tab, so if your visitors close that tab, they keep your site open. Simply add target=“blank” to the end of the link in the HTML (code) or tick the box ‘open in new tab’ when creating the link in your content management system (CMS).
Some outbound links can harm your SEO, such as affiliate links. Tell search engines to ignore these links by using the ‘nofollow’ attribute on the link. Either add it to the HTML if you know how to do this or toggle the relevant option in your CMS.

Internal links (between pages on your own site)

These are good for SEO because they encourage people to explore your site and stay longer, which search engines will notice.

This is the easiest link tip to implement because you know your site content, so can easily pinpoint places to add internal links.

6. Optimise your site for mobile

Given the rise in mobile browsing over the past few years, your site must be optimised for mobile if you want to improve your SEO.

Graph showing how mobile usage is significantly greater than desktop

Graph from StatCounter, showing how mobile usage is now significantly greater than desktop.

In July 2022, Google completed its switch to mobile-first for all websites. This means it crawls sites using a smartphone Googlebot, rather than a desktop one. If your site doesn’t display properly on mobile, it will be demoted in Google search results.

Follow these tips to ensure your site doesn’t lose SEO points as far as mobile is concerned:

If your site has a legacy mobile version, remove it and make sure your desktop (default) version is responsive (displays well on mobile and other devices).
Don’t hide content behind a ‘Read more’ drop-down to make your content shorter for mobile users. Search engine spider bots can’t index this hidden content.
Employ a mobile-first attitude. Design for mobile primarily, not as an afterthought. You can check your site for mobile friendliness using Google’s mobile-checking tool.

Other considerations

There are lots of other ways to improve your site’s SEO, including making sure your content is well laid out, easy to navigate and written with the user in mind.

It’s debatable whether frequent updates have a positive impact, so this isn’t worth worrying about if you don’t have a blog or other content that could go out of date. Focus on providing quality content and links rather than worrying about constantly publishing new content.

If you’re now suffering from information overload, please don’t panic! Just work through the tips a day or week at a time, and you’ll see your visitor figures improve.

My book Improve Your Editor Website contains everything you need to know to keep your website appealing to your target readers, looking professional and acting as a friend to search engines. If you find it useful, please leave a review on Amazon and Goodreads. Thanks!

Talking tech: Collaboration tools

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Following on from his informative piece about how we can use apps like Todoist to help us with the publishing process, Andy Coulson expands his research to collaboration tools, investigating how they can help us in finding work and integrating ourselves into project teams.

We have been working with collaboration tools for years – arguably chalkboards and flipcharts were ‘collaboration tools’. However, by using the web and cloud services, modern collaboration tools have changed and expanded this practice enormously, so you no longer need to be in the same physical space as your colleagues and/or clients. And the ability of computers to store and search information adds even more functionality to them.

Collaboration tools are an increasingly important part of remote working, allowing people to work together to share information on a common goal or project. For us freelancers, these tools allow us to become a part of the team in a way we have not been able to do as easily in the past, so learning to use them effectively as part of ongoing CPD is becoming useful for finding work – and if you come across a client who uses collaboration tools to run projects and you are already using them, then you have given yourself an advantage.

With so many of these tools about, clearly you cannot be an expert in them all – so it is important to step back and think about what job you might be using the tool for; some clients might also have preferred collaboration tools and may offer training. When I am looking at this sort of tool, I have found it useful to think about them in terms of the core job they have been built around doing. For example, Todoist is a to-do list manager at heart, but has plenty of collaborative features that would allow you to organise the workload of a team and manage information about those tasks. For the purposes of this piece, I am going to use three very broad categories: storage and editing tools; communication tools; and task and project management tools.

Storage and editing tools

Many of you will have used Microsoft’s OneDrive, Dropbox or Google Drive to store files online, but they also allow you to share those files. Google Drive takes this a step further, giving you access to a word processor, spreadsheet and presentation tool so you can work with others on a document. I’ve had a few projects where the style sheet or tracking spreadsheet has been in Google Drive and several people have been working on it in real time, so you are consistently looking at up-to-date information – one of the benefits of online collaboration tools.

One feature of Google Drive I particularly like is the suggesting mode. On a recent job, I was asked to add to the style sheet in suggesting mode as I made styling decisions. These changes then get adopted or rejected by the editorial managers. It proved to be an effective way of handling style queries.

Some of you will also have come across Microsoft’s SharePoint, which is a full document management system. SharePoint offers more advanced features than OneDrive and offers a much higher level of security to manage access and create work groups. It also allows you to create and edit directly using the cloud-based versions of the Office 365 tools and, as with Google Drive, you can edit collaboratively.

These storage and editing tools are probably the most familiar for us as editors, and the easiest to get to grips with. Most of us use Office, and will have some OneDrive storage bundled with that – so this, and by extension SharePoint, should have familiar features. Google Drive is quite user-friendly, but there is still a bit of a learning curve as you work out how to do various tasks. The systems described here are sufficiently common that there is lots of good support and guidance out there: just ask Google!

Communication tools

Many of us have grown used to a range of communication-based collaboration tools, such as Zoom and Teams, since the pandemic. These use video, voice or text and can be used between individuals or with groups. I suspect the use of these types of tools will increase for freelancers, so they are an important group of tools to get familiar with. The two examples below – Teams and Slack – are both supported well by resources online.

Teams is part of the Windows infrastructure and is integrated into Windows 11. It aims to be a ‘teamwork platform’ by linking into other Microsoft tools like 365 and Outlook, so you have one place where you are working with others. It uses channels to create structure, so for a given project you will join a particular channel. Within this you can then have access to information – such as files, folders, calendars, chat channels, video conferencing – that relate directly to the project. This ability to create project-related online environments quickly and easily is one of the reasons collaboration tools have become so popular with businesses, and why, as freelancers, we need to be willing to learn to use them.

Like Teams, Slack organises information in channels, each of which has a group of users and focuses on a project or theme. Rather than traditional email, the main communication is via a messaging channel that can support quick ‘huddle’-type meetings using audio and video, and screen and file sharing.

Task and project management tools

Finally, I have looked at applications that are focused on managing tasks or projects, allowing a team to see what needs to be done and who is doing it. Three tools that exemplify the range available are Trello, Basecamp and Asana.

Trello is a useful tool for freelancers. Like my favourite task manager, Todoist, the collaborative features do not get in the way of its task management tools. Trello uses a kanban model of organising tasks where tasks (or ‘cards’ in Trello parlance) are moved between lists – typically to do, doing, done – giving you a quick visual overview of tasks. It includes lots of useful project management features such as calendar views, and you can attach files and notes to cards. In terms of collaboration, tasks can be allocated to team members, you can track progress and you can have conversations about tasks using comments. Trello’s boards can also be used to organise individual projects and focus on particular teams. It also supports ‘Power-ups’, which are integrations with other tools (such as Google Drive) to extend the capabilities of the system.

Basecamp has a lot in common with Trello, but is built much more around supporting a team from the outset by enabling and organising communication between team members, and managing lots of projects within a small team. Each user has a dashboard that lets them see the projects they are involved with, their calendar and list of tasks. Clicking through to a project lets a user access Basecamp’s core tools: a message board (a bit like Slack’s threaded messages, focused on the project), a card table (similar to Trello’s boards, lists and cards), document and file storage space, to-dos, campfire (a space for more informal discussions and chats), and automatic check-ins (a way of quickly asking questions of a team; for example, doing quick status updates). Basecamp’s approach is built around making it easy for teams to organise their work and reducing the administrative overhead, which is what a good collaborative tool should do.

Asana offers a similar range of features to Basecamp but is focused on larger organisations. Describing itself as a ‘work management system’, it is intended to help juggle projects and routine work across a business. It has a lot of reporting features to support managers, as well as providing the Basecamp and Trello-type tools to allow individuals to organise their own work, or for a team to organise a project.

The range of collaboration tools and approaches clients take can be confusing, especially with so many available: so what do you do? I have found that although some do work well, many of them can feel very cumbersome for solely personal use. Using collaboration tools regularly, however, will help you to adapt if you are asked to use a particular tool as part of a project. Remember, though, the tools themselves build on good work habits: if you have those, then it doesn’t need too much change to adapt to using a different tool.

About Andy Coulson

Andy Coulson is a reformed engineer and primary teacher, and a Professional Member of the CIEP. He is a copyeditor and proofreader specialising in STEM subjects and odd formats like LaTeX.

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Photo credits: header image by Christine @ wocintechchat.com on Unsplash, person on a video conference call by Anna Shvets on Pexels, person using Trello on a laptop by cottonbro studio on Pexels.

Posted by Eleanor Smith, blog assistant.

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

Curriculum focus: The publishing process

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In this regular feature for The Edit, former training director Jane Moody highlights an area of the CIEP’s Curriculum for professional development. This month’s article is packed with useful information to expand your knowledge of the publishing process, from digital to bookbinding!

Publishing is covered in several areas of the curriculum. I haven’t included editorial processes in the list below, but rather concentrated on those aspects of publishing that are not covered by our core skills. These areas are valuable for a competent copyeditor or proofreader to know about. Most topics fall into Domain 2 Editorial knowledge and practice, but I have included one from Domain 1 Working as a professional.

KNOWLEDGE CRITERIA	EDITORIAL COMPETENCIES, PROFESSIONAL SKILLS AND ATTITUDES
1.1.1 Role and responsibilities of an editor/proofreader within a publishing team	• Understands publishing schedules and budgets, and how they interact • Is aware of the responsibilities of an editor to stakeholders and of the editor as an intermediary • Understands the place of an editor/proofreader in the publishing process • Is aware of own role within the team and able to work as part of a team
2.1.1 Workflows	• Understands the critical stages involved in any publishing process • Understands common publishing terminology
2.1.2 Schedules and budgeting	• Understands the importance of scheduling and budgeting within any publishing process • Understands the influence of the schedule/budget on the scope of editing/proofreading
2.1.4 Production processes	• Understands the roles and responsibilities of a production team • Understands the meaning and use of common production terminology • Understands the stages of the production process (eg prepress, print/electronic production)
2.1.5 Design, typography and typesetting	• Understands the meaning and application of common typographical terminology • Is aware of different fonts, typefaces and their uses • Recognises typographical characteristics: measures, alignment, spacing • Understands word and character spacing, leading, indentation, non-breaking spaces, hyphens • Understands layout, typesetting and working with a typesetter (specification, layout, revises, running sheets)
2.1.6 Printing and finishing	• Understands the requirements for different printing processes (colour, paper types, sizes, file sizes, resolution) • Is aware of different printing processes (eg litho, offset, digital, print-on-demand) • Is aware of different print finishes (eg sealer, varnishes, laminates) • Is aware of different binding methods (saddle-stitched, perfect binding, sewn, case binding, self-cover)
2.1.7 eBook formats	• Is aware of different ebook formats (eg EPUB, Amazon AZW, PDF, TXT, MOBI • Has a basic understanding of which format to choose in different situations
2.1.11 Different models of publishing	• Is aware of the different types of publishing models (eg traditional publishing, businesses and other clients, self-publishing) • Understands the different financial models of publishing (eg traditional publisher pays, author pays, open access, hybrid models, self-publishing)

Terminology

Before you can understand the processes, perhaps you might need some explanation of the many jargon terms used in the business. You can, of course, use the CIEP Glossary. Other terms might be found in HarperCollins’ Glossary of Book Publishing Terms. For a lighter look at publishing terms, try Tom’s Glossary of Publishing Terms (in which the term copyediting is defined as ‘A phase of publishing that requires little or no budget, is considered of slight importance, and may be omitted at the option of the publisher’, copyright as ‘A concept invented by lawyers as a hedge against unemployment’, and chapter-by-chapter breakdown as ‘the progressive deterioration of a copyeditor who is on a tight deadline’!)

Some slightly more technical terms can be found in Desktop Publishing Terminology – The Complete Guide (2022) from Kwintessential.

Process and workflow

Understanding the publishing process is essential for copyeditors and proofreaders. However, understanding is complicated because there is no one process – workflows vary from publisher to publisher and with different types of publishing. There are several CIEP courses listed in the curriculum and other helpful resources. The CIEP fact sheet The publishing workflow is a good starting point.

Courses are thin on the ground, but the Publishing Training Centre runs an e-learning module An Introduction to publishing, which is described as being for ‘newcomers to publishing who wish to gain a grounding in the structure of the publishing industry today, along with its key processes and functions’.

Books include:

Inside Book Publishing, 6th edn by Giles Clark and Angus Phillips (Routledge, 2019), ‘the classic introduction to the book publishing industry’.
Handbook for Academic Authors: How to Navigate the Publishing Process, 6th edn by Beth Luey (Cambridge University Press, 2022).

Here, I’m looking further to find information in the online environment:

The Publishers Association is a good source of information. Their webpage ‘How publishing works’ gives detailed information and includes personal accounts of working in the role (although when I looked, there were several broken links).
Publishing Talk aims to help new and emerging authors write, publish and sell books. Jon Reed has written a blog, ‘The book publishing process – an 8-step guide’.
Individual publishers may offer guidance to authors about their particular processes, which can also be useful to editors, particularly if they include timings. See, for example, the Bloomsbury guide to the publishing process. The timings quoted there might raise a few eyebrows! HarperCollins personalises the process, with individuals describing their roles in the company.
Bill Swainson has written a blog, ‘The Publishing Process’ (originally written 27 July 2012 and updated 20 January 2021), for the Bloomsbury Writers & Artists newsletter.

For a different kind of publishing process for non-fiction, read the IntechOpen article ‘Publishing Process Steps and Descriptions’. IntechOpen is an open-access publisher. This model of publishing charges a fee to the author or the author’s institution (£850 per chapter) and the subsequent (online) publication is made freely available to readers.

ALLi provides information on the self-publishing process in a blog by Orna Ross, ALLi Director: ‘What Is Publishing? The Seven Processes of Book Publishing’. Also describing the self-publishing process is a guide from the Writers’ Guild, published in 2022, Self-publishing: A step-by-step guide for authors.

Other web resources include an ‘Academic Publishing Toolkit’ for potential authors from the University of Manchester Library. The University of Manchester Library has a number of helpful webpages on the publishing process. ‘The publishing process – what to expect’ includes flowcharts for each type of publication. These webpages give information about typical stages, milestones and timescales that you’re likely to encounter when publishing a journal article or a monograph.

What all these useful articles don’t say, in their attempts to set out a clear process, is that some (sometimes all) these processes can happen in different orders, or all at once. Often, the design is adapted from a previous publication, so is already set before the editorial processes start. Sometimes publication is driven by the market, and marketing may be started before a word is written or edited. Publishers’ marketing departments are often over-enthusiastic about the speed of production of their forthcoming titles! How often have you ordered an advertised book only to be told (often several times) that the publication date has been put back?

Ebooks

Anum Hussain’s blog post ‘How to Create an Ebook From Start to Finish’ (11 August 2022) is a useful introduction, as is ‘How to Make an Ebook in 5 Steps Without Breaking a Sweat’ from Designrr.

‘Everything Self-Publishers Need to Know About Ebook Formats’ (8 November 2021) gives a run-down of the different formats available and when (and how not) to use them.

Printing and binding

You can read about the printing and binding processes, but it is hard to imagine what it’s really like without seeing it. YouTube is a happy hunting ground for videos – once you start to look, you will find many helpful videos that explain the process or just give you a feel for what it is like. Here are just a few.

If you don’t know much about the printing process, watch Gorham Print’s YouTube video, which shows the process in a small printing company. Watch the same basic process on a giant scale in a Korean company, Mega Process (or this one: Factory Monster). I can tell you from personal experience that these factories really are that noisy, even without the music! This clip is more explanatory: ‘How It’s Made Books’. I’d recommend watching them both: the Korean ones will give you a better feel for the real action, but the explanations in the latter are very helpful.

For a slightly different approach, watch Amazon Books’ ‘make on demand’ process. The sound quality is occasionally quite poor, which is a shame, but it’s worth watching to see the POD (print-on-demand) process.

Newspaper printing is quite specialised. Watch the New York Times (in 2019) or The Times (in 2022) being printed.

Offset litho printing is described in a video from Solopress and the sheetfed system in one from Sappi (this one has subtitles). Express Cards’ simple animations make the whole process a lot easier to understand.

Digital printing is explained in a video from Sappi and from Sticker Mountain (Indigo printing).

The Telegraph has a video from 2012: ‘Birth of a Book: how a hardback book is made’ – there will still be companies in existence who use the human touch, but probably not many like this one. For an even more esoteric skill set, watch ‘The Chelsea Bindery Show the Processes of Book Binding’ – once upon a time, most books were bound like this. It’s more like this now: ‘Book binding (Muller Martini Monostar)’.

About Jane Moody

Jane has worked with books for all her working life (which is rather more years than she cares to admit), having started life as a librarian. She started a freelance editing business while at home with her two children, which she maintained for 15 years before going back into full-time employment as head of publishing for a medical Royal College.

Now retired, she has resurrected her editorial business, but has less time for work these days as she spends much time with her four grandchildren and in her garden.

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Photo credits: letterpress by Jirreaux; printing machine by Dengmert; both on Pixabay.

Posted by Sue McLoughlin, blog assistant.

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

Forum matters: Getting to grips with the publishing process

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This feature comes from the band of CIEP members who volunteer as forum moderators. You will only be able to access links to the posts if you’re a forum user and logged in. Find out how to register.

Many CIEP members are either specialists or, at least, tend to offer a limited range of services. We are often just one cog in the long and complicated process that takes a raw manuscript and converts it into a published product. While many of us are shielded from the labyrinthine complexity of the full publishing process, circumstances can sometimes find us having to get up to speed quickly on aspects of the job.

Whether it’s newcomers seeking to make those first important contacts and secure their first clients or more experienced members presented with new processes or having to get to grips with unfamiliar programs, the CIEP forums have proved to be a helpful source of advice and information for members seeking to navigate the complicated and confusing world of publishing.

Working with publishers

New members in particular regularly find sound advice about getting established. How to find work with publishers is a common theme on the forums. There have been a number of discussions about the best way to approach publishers, including this thread in the Fiction forum, and the rights and wrongs of editorial tests as well as the experience and qualifications that publishers might be looking for. The question of publishers asking freelance editors and proofreaders to sign non-disclosure agreements has also been discussed on the forums. Anyone frustrated by a lack of response to initial contacts or to editorial tests will draw comfort from a recent thread in which members described how, even if it takes years, that initial contact with a publisher or potential client can eventually lead to work.

The question of what different publishers mean by copy-editing and proofreading may not always be entirely clear. A recent thread raised concerns about proofreaders being expected to identify and correct problems in texts that should perhaps have been picked up earlier in the publication process.

For certain publications, fact-checking is an important part of the process, and this is something that editors can be asked to do. This thread explored some of the considerations an editor would want to take into account before agreeing to do such work, and deciding on how much to charge for it.

Working with publishing technology

Many editors and proofreaders are perhaps lucky in never having to venture beyond Word and the occasional pdf. But there are a host of other programs that the publishing industry uses and you will find experts in these among the CIEP membership, many of them happy to share advice and expertise through the forums. Recent forum threads have focused on LaTeX, InDesign and MathType. If you find yourself faced with a tricky problem in relation to design or typesetting, the forums will often be a great place to find answers. A similar thread explored the options for formatting books for sale on Kindle and other electronic devices.

Sharing experiences

The forums are also a useful place for members to discuss experiences, good and bad, with individual publishers – though such conversations often switch quickly to private messages, away from the main forums.

If you’re a CIEP member seeking to expand your knowledge about any aspect of your work and the variety of ways in which we interact with the publishing industry, our forums are always there to offer advice and help. See you there!

About the CIEP

Photo credits: header image by Prettysleepy on Pixabay, office meeting by Kampus Production on Pexels.

Posted by Belinda Hodder, blog assistant.

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

Talking tech: Maths editing

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In this month’s Talking tech column, Andy Coulson looks at tools to input, edit and format maths.

This month The Edit is looking at educational publishing, a field I work in, specialising in maths, science and technology. One of the biggest headaches I come up against is dealing with maths. Why is it so difficult? Well, maths has a lot of rules around presentation – what should be italic, how things are positioned, strange symbols, symbols nested inside symbols, precise alignment of symbols between lines, and so on. In short, standard Word is not able, or indeed designed, to cope with this.

Because these rules matter to people who deal in maths, and a lot of these people are in educational publishing, there are tools available. The three main tools are Word Math Builder (the built-in equation tools in Word); MathType (a Word add-in) and LaTeX (a typesetting language popular with academic paper writers). I will look briefly at all three before doing a more in-depth comparison of Word Math Builder and MathType to highlight the features of these two tools for working with maths in Word.

Your maths toolbox

Word Math Builder is the in-built editor in Word, accessible through the ‘Equation’ menu in the ‘Insert’ ribbon (or using Alt+=). It allows you to enter maths in several ways – as predefined equations; by building them from the menus; or by drawing them or entering them using text-based UnicodeMath or LaTeX code. It integrates well with Word but uses its own format – Office Math Markup Language (OMML). This can lead to issues when trying to export the maths content to other programmes, such as InDesign.

MathType is a Word add-in to handle maths and chemical equations. It is a subscription product, costing about £40 to £50 per year depending on the type of subscription, but with a 30-day free trial. The different subscriptions allow the tool to be used across a range of different programs, including PowerPoint, Google Workspace and some learning management systems. I used the Office 365 version, which seems to have fewer options than some of those shown in the tutorials. The explanation of the different versions is definitely an area the software developer, Wiris, could be much clearer about.

MathType offers a lot of the same features that Math Builder does, but presents them in a different way. Most of my clients use Math Builder, but I think I have a slight preference for the way MathType allows you to build things – it just feels slightly easier to lay things out.

Two potential advantages of MathType are that, first, it creates equations in MathML, which is an agreed standard for representing maths – although it is not yet well implemented. In theory you should be able to create an equation in MathML, include it on a webpage and a web browser should then display it correctly. The second is that it will also export the equations as EPS (Postscript) files, which current versions of InDesign appear to play nicely with.

LaTeX is a different proposition from the other two as it is essentially a typesetting language and you work in a LaTeX editor rather than in Word. It is far more like working with HTML for web pages than a Word document. It can accommodate a vast range of mathematical and scientific styles and is very popular in the field of academic papers. One of the most common tools is an online editor called Overleaf, which has a free version and a subscription version. If you only use LaTeX occasionally then the free version may well be adequate, with the subscription version giving access to collaboration tools. I’m not going to dig deep into LaTeX here, but you can find out more through the introduction on the Overleaf site.

Comparing the tools

Let’s take a look at Math Builder and MathType. Both of these will work within Word and work in a similar way – you select components of an equation, like a pair of brackets, and then fill in the terms inside them. I’ll take you through the two interfaces below and look at the obvious way of using them – clicking on symbols – before looking at some of the other options.

Math Builder presents options as a ribbon, accessed from ‘Equation’ in the ‘Insert’ ribbon:

$Math Builder ribbon$

It groups symbols, like Greek letters or operators (+, = etc), in blocks in the middle and has a number of groups covering a range of uses. On the right of the ribbon are some of the common structures you find in maths, such as fractions, as a series of drop-down menus.

Using this approach, it is fairly easy to create mathematical material within a document. Math Builder makes it easy to create inline material, where the maths runs as part of the text, and display material where it is presented as a separate paragraph. You can also type a simple sum into Word without spaces, select it and press Alt+=, and the text is converted to a correctly spaced maths expression.

One feature Math Builder offers that MathType does not is prebuilt expressions (although some versions of MathType allow you to save created equations for reuse). There are a number of common expressions, like the area of a circle or Pythagoras’s theorem, that can be selected from the Equation dropdown at the left end of the ribbon.

MathType works slightly differently from Math Builder. When you launch it, a separate window pops up. Like Math Builder it offers a series of building blocks, accessed through tabs, to build mathematical expressions as well as commonly used symbols. I think MathType seems to offer a larger range of symbols than Math Builder.

One really neat function in MathType is the red contextual tab. Here you get different options depending on what you are doing. For example, you can add carries and strikethroughs to digits in a subtraction calculation, which I’ve not found a way of doing in Math Builder.

MathType also offers simpler ways to change the formatting of text, so it is easier to remove italics so a measurement remains correctly spaced but is formatted as non-italic. It is also easy to change text colour, something that can be really useful in textbooks to highlight particular digits in a calculation.

As well as the menu-based way of building an equation, both tools offer other ways of entering material. Both have a drawing input, so if you have a touchscreen you can draw your equation. I’ve been really impressed by how good the recognition is on both of these, even when you draw with a mouse.

Math Builder allows you to type in maths using LaTeX code or Unicode Maths autocorrect codes. If you already use LaTeX I can imagine this could be quite a quick way of adding material. The Unicode approach is probably also quite fast, but clearly has a learning curve to be able to learn the codes.

Which should I use?

The short answer to this would be whichever your client asks you to. However, if you have the choice, it is more complex. Both tools have a great range of features that probably cover most needs. I think MathType has more options to build equations, but Math Builder’s text input tools to use LaTeX or Unicode may allow you to work around some of these. That is an area I need to experiment with. As I mentioned above, my clients generally prefer Maths Builder and one in particular has some wizardry that helps with the importing into InDesign. The finished proofs rarely exhibit some of the layout issues people have described when bringing this into InDesign. While I like MathType I generally use Math Builder as it meets my clients’ needs and so I am more familiar with it now.

Thanks to Martin Payne and Rich Cutler for their input on InDesign.

About Andy Coulson

Andy Coulson is a reformed engineer and primary teacher, and a Professional Member of the CIEP. He is a copyeditor and proofreader specialising in STEM subjects and odd formats like LaTeX.

About the CIEP

Find out more about:

Photo credits: header image by Thomas T, maths equations on blackboard by Artturi Jalli, both on Unsplash.

Posted by Belinda Hodder, blog assistant.

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

ChatGPT versus a human editor

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Can ChatGPT hold its own against a human editor? Can it tackle typical editorial tasks? Harriet Power puts it through its paces.

ChatGPT describes itself as an ‘AI language model’: it’s essentially a clever chatbot that you can have human-like conversations with. It’s been trained on enormous amounts of text data (such as websites and books) to learn how language works. ChatGPT tells me that when someone gives it a question or prompt, it ‘breaks down the text into individual words and analyses them to understand the user’s intent. It then generates a response by predicting the most likely next words based on its training data’.

It turns out that ChatGPT is quite good at a variety of things, from writing marketing copy to summarising policy documents to creating computer code, and there’s been a fair bit of noise online about how it’s going to take over all our office-based jobs. But could it take over editing and proofreading? Could it start writing posts for the CIEP blog? I decided to put ChatGPT-4 through its paces with some typical editorial tasks.

Take a proofreading test

How does ChatGPT fare with the CIEP’s proofreading test? This test is available here; it’s a 270-word piece of text with 20 ‘common’ errors. I pasted the text into ChatGPT with the prompt ‘Please point out the proofreading errors in this text’ (it’s hard to let go of ingrained politeness, even when talking to a machine).[1]

If we ignore the 3 formatting errors that didn’t copy across, ChatGPT caught 15 out of 17 errors. It did well at spotting spelling mistakes (such as ‘peaking’ rather than ‘peeking’) and repeated words (‘There had certainly had been one or two eccentric characters’). It spotted that Anne’s cup of tea had morphed into a cup of coffee three paragraphs later, which according to my programming boyfriend is an impressive catch to make.

It missed a hyphen that should have been an en dash, and didn’t change ‘Jones’ geraniums’ to ‘Jones’s geraniums’, although that’s arguably just a style choice (as the test itself acknowledges). Another thing it didn’t do was query how Ann spells her name: it assumed ‘Anne’ was right (probably because it was spelled this way where it first occurs in the text).

So perhaps ChatGPT’s main failing here was to not question the text in a way a human would: to ask about style or spelling preferences. Plus of course it can’t see formatting errors, or track changes in a useful way, but both of those issues might be solved once Microsoft’s Copilot is launched sometime ‘in the months ahead’. This will basically integrate ChatGPT into Microsoft programs. At that point it might be perfectly possible for Copilot to proofread text in Word and mark up corrections using Track Changes and use a style guide for reference. Scary, right?

Write a blog post

How about writing posts for the CIEP blog? ChatGPT is certainly much quicker at this than us slow and plodding humans, taking under a minute to write a post. The results are quite bland and generic, but are also pretty serviceable. For example, here’s the start of a blog post about how to start out as a freelance copyeditor:

Embarking on a freelance copyediting career can be both an exciting and daunting prospect. With the right preparation and know-how, however, you can set yourself up for success in this rewarding field. In this blog post, we’ll explore the essential training and resources you’ll need to get started, as well as tips for finding your first copyediting jobs.

Part A: Training for Success

Understand the basics

Before diving into the world of freelance copyediting, it’s essential to familiarize yourself with the basic principles of the English language. This includes understanding grammar, punctuation, syntax, and spelling rules. There are numerous online resources and books available to help you strengthen your foundation in these areas.

Formal training

While it’s not strictly necessary to have formal training to become a freelance copyeditor, it can help you refine your skills and lend credibility to your services. Many organizations offer courses and certifications to help aspiring copyeditors learn the ropes. Some recommended courses and programs include:

- The Chartered Institute of Editing and Proofreading (CIEP): CIEP offers a range of courses, from basic proofreading and copyediting to more advanced courses on specific topics. Their Introduction to Copyediting and Proofreading courses are great starting points.
- The Publishing Training Centre (PTC): The PTC provides a comprehensive copyediting course called ‘Basic Editing by Distance Learning’ that covers grammar, punctuation, and syntax, as well as editing techniques and best practices.
- The Editorial Freelancers Association (EFA): EFA’s ‘Copyediting: Beginning to Intermediate’ course is designed to help you build skills and knowledge in various areas of freelance editing, including copyediting, with a focus on practical applications and exercises.

With a little tweaking that could turn into a passable (if not sparkling) blog post. The main problem with it is that no courses exist with the exact titles ‘Basic Editing by Distance Learning’ or ‘Copyediting: Beginning to Intermediate’. This illustrates one of ChatGPT’s main limitations, which is its tendency to ‘hallucinate’: it’s very good at making stuff up with complete confidence, rather than simply admitting when it doesn’t know something.

Edit fiction

I amused myself with writing some terrible fiction, then asked ChatGPT to improve it. Here’s what we started with:

Outside, the trees swayed ominously in the howling wind while dark, menacing clouds raced overheard. Rachel was gazing wistfully out of the window longing to be out in the paddock with her horse Ophelia irregardless of the fetid weather, when there was a resoundingly loud crash and a blood curdling screaming from above and she jumped ten feet in the air. Panicked thoughts flew threw her mind as she wrenched open the kitchen door, which persistently stuck as it grazed the uneven flagstones, and pelted downstairs where she found her brother tangled on the floor of the hallway in the rich velveteen curtains with the bust of Artemis, the goddess of love, shattered and lying in forlorn pieces around his beautiful golden-flecked hair.

“Jasper!” whispered Rachael frantically. “What happened!”

She roughly shaked him until he groaned and groggily opened one eye, gazing not at her but staring inwards at the visage that had shaken him to his very core.

“Rachel”, he moaned. “I saw him.”

“Saw who? Who did you see?” she exclaimed fearfully.

Asking ChatGPT to ‘line edit’ this led to a simple copyedit, where it corrected things like ‘overheard’ to ‘overhead’, ‘fetid weather’ to ‘foul weather’, ‘Artemis’ to ‘Aphrodite’ and so on. I then asked ChatGPT to ‘simplify the text a little’, and questioned whether the fact that Rachel heard the crash from upstairs but then ran downstairs is inconsistent. Here’s ChatGPT’s reply:

Yes, it is inconsistent. The story indicates that the crash and screams come from above, suggesting that Rachel should run upstairs instead of downstairs. Here’s the revised text to fix the inconsistency:

Outside, the trees swayed in the strong wind as dark clouds raced overhead. Rachel gazed out of the window, wishing she could be in the paddock with her horse, Ophelia, despite the poor weather. Suddenly, a loud crash and a scream from above startled her. Panicked, she opened the kitchen door, which stuck as it scraped the uneven flagstones, and rushed upstairs. She found her brother on the floor, entangled in the curtains, with the broken bust of Aphrodite scattered around his golden-flecked hair.

“Jasper!” whispered Rachel anxiously. “What happened?”

She gently shook him until he groaned and opened one eye, not looking at her but appearing deeply shaken.

“Rachel,” he murmured. “I saw him.”

“Saw who? Who did you see?” she asked nervously.

This clearly isn’t prize-winning fiction, but I was impressed that ChatGPT could take my original text and rewrite it while still keeping the essential bits of the narrative, and present them in a coherent way. It’s an example of how powerful ChatGPT can potentially be when it comes to simplifying text.

Edit references

I took a list of references, introduced a bunch of mistakes, and then asked ChatGPT to edit them so they were consistent.

ChatGPT did pretty well. It made corrections like replacing ‘and’ with ‘&’, moving the year to the correct place, changing the volume and issue number from ‘18:2’ to ‘18(2)’, and deleting the word ‘pages’ before the page range. The thing that impressed me was when I gave it a reference where I’d deleted one of the author’s initials, and ChatGPT filled them in correctly. It managed to do that correctly a couple more times, so it didn’t feel like a fluke. (Though if ChatGPT is simply making educated guesses about how to fill in the blanks then this is far from infallible.)

If ChatGPT could track changes (and my guess is that it will be able to do this in Microsoft’s Copilot) then I’d happily use it to help me edit references.

Can ChatGPT replace me?

ChatGPT is remarkable, in that it can edit and write text and you can hold a semi-intelligent conversation with it when its basic function is simply to guess what the next word should be.

As things stand, there are some stumbling blocks when it comes to using it as an editor or proofreader: ChatGPT apparently struggles to remain coherent when responding to much longer pieces of text (like whole books). It isn’t always factually accurate: you can’t entirely trust anything it’s saying. I can’t imagine how it’d make a good development editor, or how it’d handle raising complex, sensitive author queries. It can’t track changes well. It can’t think like a human, even when it can convincingly sound like one.

So I don’t think that it currently competes with a human proofreader or editor (or blog writer), but I do wonder how many years or even months it might be before it can. Things are moving at speed: in the time it’s taken to write this blog post, ChatGPT has already announced two upgrades (one from ChatGPT-3.5 to ChatGPT-4, and one to launch plugins). And when Microsoft’s Copilot launches sometime in the coming months, that’ll be another giant leap forwards.

John Naughton, professor of the public understanding of technology at the Open University, has described ChatGPT like this: just as Google became a prosthesis for memory, so will ChatGPT (or similar AI) become ‘a prosthesis for something that many people find very difficult to do: writing competent prose’. I’m certain that it’s going to have a seismic influence on an industry that helps people to write and publish competent prose; the question is just how quickly, and what editors and proofreaders can or should do about it.

[1] When I asked ChatGPT later on, ‘Do you appreciate it if I start my requests with the word “Please”?’ its answer was: ‘As an AI language model, I do not have the ability to feel emotions. However, using “please” in your requests is a courteous and polite way to ask for something, and it can help make the conversation more pleasant and respectful.’

About Harriet Power

Harriet Power develops and copyedits nonfiction books and educational materials. She is a commissioning editor for the CIEP information team, and a Professional Member of the CIEP.

About the CIEP

Photo credits: Motherboard by Pixabay on Pexels; Glasses and smartphone by Mateus Bertelli on Pexels; ChatGPT screen by Jonathan Kemper on Unsplash.

Posted by Sue McLoughlin, blog assistant.

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

Talking tech: Clipboards

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In this month’s Talking tech column, Andy Coulson looks at getting the most out of your clipboards. There’s more than one, for a start, and they include several tools and functions you might not have known about.

We all use the clipboard frequently: that useful little bit of temporary storage that allows you to copy a bit of text and repeatedly paste it into a document can often simplify repetitive jobs. However, a recent job that meant adding a lot of tags to the text to tell the typesetter how to style the paragraph, like <A> to flag that the current line is an A head, really highlighted the limitations of this and got me looking at whether there might be better ways to do things.

Office clipboard

In Windows there are in fact two clipboards if you use Office, as that has its own clipboard. The Office clipboard lets you review the last 24 items stored to it. You can access this by clicking on the little arrow in a box in the Clipboard section of the Home ribbon in Word (indicated by the red arrow here).

You then have a sidebar that gives you access to up to 24 items on the clipboard. You can click on these and paste them into your document. When you get to 24 items the next item you copy goes to the top of the list and the bottom item is removed from the list. This means if you are repeatedly using items then your regularly used items can drop off the bottom of the list. Closing all Office programs will also empty the Office clipboard, so if you are doing something like tagging, it is worth keeping a Word or Excel Window open to preserve your clipboard list.

If you are using the clipboard to rearrange text, there are a couple of ways of working around this problem by bypassing the clipboard and keeping its content intact. The first of these uses the mouse. Select the text to move with the mouse by left-clicking and dragging, then move the mouse to where you want to move the text, hold the Ctrl key and right-click once where you want the text to go. Your text will pop up in the new destination. You can also drag the selected text by keeping the left button pressed while moving to the new location.

The other tool is the spike (named after the old-fashioned spike often found on editors’ desks). This allows you to collect several bits of text from the document and put them elsewhere in the document, or in a new document. Imagine you need to rearrange some paragraphs, clipping lines from two or three places to create a new paragraph. Spike will paste all the items you collect as a single block of text, so you need to think about the order you collect the text in. The first item you clip will be the first item in the pasted text and so on. So, you select the first item and press Ctrl+F3. This cuts the item to the spike, but if you want to copy, just press Ctrl+Z after: the item is still on the spike, but remains in its original place too. When you have collected all the pieces you want, place the cursor where they are going (or open a new document) and press Ctrl+Shift+F3 to paste all the items.

Windows clipboard

Windows also has a clipboard that operates in a semi-detached fashion from the Office clipboard. Historically this also had a clipboard history tool which disappeared at some point, but is now back in Windows 11. It can be enabled by going to Settings, System, Clipboard and turning ‘Clipboard history’ on at the top of the list. Ctrl+V will then bring up the Windows clipboard history.

You can paste directly from here into Word, and this material is saved even when your Office programs are closed. You will notice, if you have Office clipboard open, that the items copied from the Windows clipboard appear in the Office clipboard. This can be a bit confusing, and I’m not entirely sure about the rationale of having two clipboards – I’m assuming it is for compatibility with the Mac version of Word.

The Windows 11 clipboard history (shown here) has a couple of potentially useful tools. Firstly, you can see that there are various icons across the top. Perhaps the most relevant is the symbols one, second from the right. This is like the ‘Insert Symbol’ command, giving access to all the available symbols for the current font. The other is that you can pin items to the clipboard, by clicking on the little pin to the right of each item (24 in the list in the image is pinned). These are saved until you clear them and are saved in addition to the 24 items in the Windows clipboard, although if you paste into Word they will take up one of the 24 slots in the Office clipboard. You can use this as a way of saving regularly used items (like my tags) and bringing them back into the Office clipboard when you need them. You probably won’t be surprised to learn that there is a macro that does something similar, and I’ll touch on that below.

Useful macros

One particular macro, CopytoClipboard, was discussed on the forums here – contributed by James Baron with a bit of refinement from Paul Beverley. What this does is let you create a Word file and, with the Office clipboard sidebar open, it will populate the clipboard from the file. This is what I ended up using to tag my file. If things dropped off the bottom of the list, I could clear the clipboard and reload from the file. It meant I had a list of tags I could click on to insert, and could import with the correct formatting.

It is also worth looking at Paul’s FRedit macro (or Windows Find and Replace if there are only one or two patterns) to see if there is a pattern you can find to do the pasting or formatting for you. In my tagging example, if there had been numbered headings, you could potentially have searched for heading styles or the pattern of numbering and added the tags automatically. Even if that was only 90% correct in a long manuscript, that could still be a significant time-saving.

Clipboard extenders

Finally, there are various clipboard extender programs that add to the functionality of the clipboard. I have used ClipX in the past, but this hasn’t been updated for several years, so I wouldn’t recommend it. This allowed the clipboard to have more capacity as well as providing ‘stickies’, which were like the pinned items in the Windows 11 clipboard, but were presented in a really useful pop-up menu.

There are many others available, but going by most of the reviews, I have so far avoided trying any, as I think they may actually cause more issues than they solve. If anyone has tried any and rates them, please let me know in the comments, and we can perhaps have a round-up in a future column.

I realise I have not touched on the Mac clipboard, for which I apologise as a non-Mac user. However, the bit of reading around I have done suggests the situation on the Mac is similar. Again, if anyone would like to share their Mac experiences in the comments, we can perhaps revisit this.

To sum up, the clipboard is really several clipboards that operate in similar and overlapping ways. On Windows 11 with Office you have a number of tools for cutting, copying and pasting text that work pretty well. Things start to get a bit trickier if you have to copy and paste a larger number of items frequently – as in my tags example – where copying from another document each time is slow and creates a lot of wear and tear on your mouse hand. It is worth spending some time exploring whether there are better ways of doing this to improve your efficiency and look after your wrists.

About Andy Coulson

Andy Coulson is a reformed engineer and primary teacher, and a Professional Member of the CIEP. He is a copyeditor and proofreader specialising in STEM subjects and odd formats like LaTeX.

About the CIEP

Find out more about:

Photo credits: header image by Pixabay, someone typing on a laptop by Breakingpic, both on Pexels.

Posted by Eleanor Smith, blog assistant.

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

Talking tech: Getting the best out of remote meeting tools

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In this Talking tech column, Andy Coulson discusses what you can do to improve the quality of your video calls.

During the pandemic meeting up has meant using remote meeting tools like Zoom, Skype, Teams and FaceTime. We’ve all become used to using them to some extent, whether we like or loathe them. Here I’m going to look at some of the things we can all do to improve the quality of what others see and hear on a video call.

There are three things we have control over in a video call – our WiFi signal, what our camera sees and what our microphone hears. I’ll look in detail at each of these below; they are all simple, low (or no) cost and often don’t involve the technology at all.

WiFi

Using remote meeting tools for video calls or meetings relies on a good internet connection because video needs lots of bandwidth, and it needs be reliable. To start with I am assuming that the internet connection to your house or workplace is reliable. If it is not, talk to your supplier as they should be able to test it and possibly diagnose problems remotely. I’ve just had my supplier resolve a problem caused by a faulty extension socket in the house and they’ve been brilliant. I’ve also learned a bit more about my connection, which means I can hopefully get issues resolved more quickly in future when I speak to them.

If the connection is all OK then you need to ensure you have the best possible connection to the internet. Many of you will connect via a router (the box your supplier provides). One of the simplest ways of ensuring you have a good signal is to use a cabled connection. Most routers have some network connections on the rear and they often come with a cable. However, this does mean you need to be close to the router unless you want to buy long cables.

Next, if you are connecting via WiFi or using a mobile phone you need to make sure you have as strong a signal as possible. To do this you will need to experiment and move to different parts of the house. Different materials block these signals to different degrees, so where your phone or laptop is makes a huge difference. I live in a bit of a mobile phone dead zone, so there are only a few spots in the house where I get a good mobile signal, and two places half a metre apart can have enormously different signals. Your phone indicates the strength of WiFi and phone signals and your laptop will show the WiFi strength, so use these to find a good place to work with strong signals.

Getting the best from the camera

Cameras on mobile phones and laptops are generally pretty good. The software behind them gets ever more sophisticated, but you can make the job easier by thinking about what will be in the camera’s view and how it will be lit.

One of the easiest things to do is to have as clean a background as you can. I often hang a sheet behind me or use a projector screen, as this gives a plain background. A plain background helps the camera to focus on you, because you are easier to pick out. This in turn helps with lighting, because if the camera can pick out your face easily it will try and make that look as good as it can by adjusting the brightness.

If you use a camera app (eg Camera in Windows) you can play around with backgrounds and see what works best. For the space I use I think a pale background works best, but you may find that something dark works better.

The other thing you can control is lighting, and this can make a huge difference. If you are near a window, the time of day and time of year also make a difference. For example, my office is in the attic and I sit with a Velux window above and behind my head. In the summer, when the sun is on that side of the house, I have to black that out; it is so bright that the camera struggles to make out my face. In the winter I sometimes use the sunshade blind and it doesn’t cause a problem, as the light is at a lower level. So, the first thing to look at is whether you have blinds or curtains that can control the natural light. Again, experiment before the call.

What you are after is even lighting of your face that is not so bright that it makes you squint. This means that ideally you want light from both sides of your face. For example, a couple of desk lamps would work, one on either side.

Try to avoid lighting just from above you, as it creates shadows that are not flattering! If you have no other option, it might be worth experimenting with either white paper or foil on your desk to try to reflect some light into those shadows.

I have a photographic reflector that I use (essentially a metre-wide foil circle with a rim that keeps it taut). I tuck this behind my monitor so two-thirds of it sticks out above and leans towards me. On a not-too-bright day I use a combination of my desk lamp and the light from the Velux window to bounce back off that and light my face.

Sound

Your microphone, like your camera, has sophisticated software behind it that helps to isolate your voice from other sounds. Generally, this is the default setting in most software, but you can help it along by making some good choices.

The first thing to think about is: how noisy is the room you are in? If it is noisy, can you move to a quieter room? (Apologies if you’ve just carefully crafted your lighting set-up!) There may be other things you can do like shutting doors or windows, too. The more noise you can exclude, the less work the software has to do to eliminate the noise and the clearer you will sound.

Once you are happy, open your remote work software and find the microphone settings. There is a microphone level indicator, which is a bar or series of dots that go up and down in response to what the microphone picks up. If you speak in your normal voice while facing the microphone this should bob up and down between about 50% and 90%. If the levels fall much outside this then the program may have a microphone volume or sensitivity control you can adjust. If not (for example in Skype) the system controls are used. In Windows this is in Settings > System > Sound. It is worth checking this before any call.

When you work from home and use video and audio calls, remember that you are not in a studio where everything is well controlled and consistent. The conditions at home (noise and lighting) will change from day to day and hour to hour, so you need to look at look at how things look and sound before a call. As I mentioned above, most of the things I’ve mentioned can be done for little or no cost. Have an experiment – and please share any tips of your own in the comments below or on the CIEP Forums.

About Andy Coulson

Andy Coulson is a reformed engineer and primary teacher, and a Professional Member of the CIEP. He is a copyeditor and proofreader specialising In STEM subjects and odd formats like LaTeX.

About the CIEP

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Photo credits: header image by Kampus Production on Pexels, person on video call by Karolina Grabowska on Pexels.

Posted by Harriet Power, CIEP information commissioning editor.

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

Resources round-up: Microsoft Word

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Welcome to this round-up of resources compiled by the CIEP. This time, our subject is Microsoft Word.

We have divided our picks into:

macros and other editing tools
Word tips
courses, webinars and books.

Macros and other editing tools

If you work in Word, and you talk to other editors, before long you’re likely to find yourself hearing about macros and other automated editing tools. PerfectIt is used by many freelance editors, and its website contains lots of useful FAQs and tips, as well as video tutorials, user guides and training. If you have further questions, Facebook has a group for PerfectIt users.

Recently PerfectIt launched a Chicago Manual of Style style sheet, which you can access if you’re a CMOS subscriber. Hilary Cadman has reviewed this feature for the CIEP.

Paul Beverley’s free macros, including the popular FRedit, are available through the ‘Macros for Editors’ menu on his website, and he has posted a number of useful explanatory videos on YouTube. Paul has also written a free book, Macros for Editors. Crystal Shelley has reviewed Paul Beverley’s macros.

The Editorium, run by wildcard expert Jack Lyon, hosts the new Editor’s Toolkit Plus 2023, a Word add-in that contains dozens of time-saving tools. The website also hosts EditTools, for editors working on complex documents. Jack Lyon’s Wildcard Cookbook for Microsoft Word, loved by many editors, is available via links on the Editorium site.

A simple tool that’s useful in creating author queries is TextExpander, which creates ‘snippets’ of text that you frequently use, allowing you to add them to a document with keyboard shortcuts.

Word tips

For Word users, there are plenty of tips available online. Allen Wyatt provides well-regarded Word tips. Or look on the Word MVP Site for a range of articles about every aspect of Word, written by volunteers. Or visit Hilary Cadman’s blog for useful tips.

Microsoft itself offers some videos on features like Find and Replace and using Word styles in its Word help & learning section. Or visit Microsoft’s tech community for tips, for example on using Word’s modern comments.

Courses, webinars and books

The CIEP’s Word for Practical Editing helps students to increase their editing efficiency by using Word’s tools and features. Editors Canada has a range of webinars on editing software, on subjects from text expanders and macros to increasing efficiency in Microsoft Word.

Individual editors offer courses on Word, too. Hilary Cadman offers courses on PerfectIt and Endnote, Word coaching, and most recently a course on Word styles and templates. Adrienne Montgomerie offers training on Word Essentials, and a book that can be used for self-study.

Finally, Geoff Hart’s book Effective Onscreen Editing, currently in its fourth edition, is widely recommended by advanced Word users.

About the CIEP

Find out more about:

Photo credits: Laptop and notebook by Maya Maceka on Unsplash; cat on keyboard by Александар Цветановић on Pexels.

Posted by Julia Sandford-Cooke, CIEP information commissioning editor.

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

Two editors introduce their favourite macros

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Back in May 2022, Ben Dare wrote a handy beginner’s guide to macros that explains how to start using them. In this follow-up post, Ben introduces some of the macros he finds the most helpful when editing text. Fiction editor Katherine Kirk also talks about some of her favourite macros, and how she’s improved her efficiency by mapping macros to her gaming mouse.

Ben Dare

When I begin with a Word document, I like to analyse it for style and consistency issues. Handily, there are macros to look for all sorts of things, without altering my document at all: spellings of names (ProperNounAlyse); hyphenation of words (HyphenAlyse); consistency of a whole selection of style choices (DocAlyse). Each gives a report in a separate Word document, helping me to understand where possible issues are and highlighting hard-to-spot errors.

But running each of those (and others) is a bit of a faff. So my first favourite macro is MegAlyse (yes, in my head it sounds like Megatron). This macro allows me to list the macros I’d like to analyse the document with and then runs them in an organised way (as long as I’ve installed them!), and it saves the results.

At this point I’ve got an idea of systematic things that I want to change or check individually, and I want to make those changes quickly and highlight things I know I’ll want to check. To do that, the second macro I use is FRedit. This macro has many abilities (there’s a manual!), but at its most basic it runs a list of global find and replace searches that I list in a separate document. It’s easy to experiment with – you can start with a small list and get to know this macro at your own pace – but it is important to know already what you can do with find and replace, including wildcards (and there’s a recent CIEP blog on that here).

Here’s a screenshot of a basic FRedit list, each line showing a find and replace with a vertical bar | separating them:

So with FRedit, in one go I can:

Change all em dashes to spaced en dashes.
Make a name always have the accents it needs.
Change all ‘amongst’ to ‘among’ (the ¬ means it will do upper or lower case); it will also apply yellow highlighting, which is my note to self: ‘I’ve changed this but check it’ – I noticed some ‘amongst’ were in quotations and will need changing back.
Retain ‘Parliamentarians’ (the ^& means replace with what you found, i.e. no change) but highlight in green, which tells me: ‘Not changed but needs checking for client’ – here the client wants lower case, but there were lots beginning sentences, so I’ve just marked them to check.
Find any paragraph that ends in a letter or number, not punctuation (the ~ tells FRedit it’s a wildcard find to search for that range of characters in square brackets). It also adds blue highlight, which is my note to self: ‘Generic issue to check’.

This mixture of changes and highlighting makes things to do or check helpfully visible, but the highlighting does need to be removed. Cue the macro: HighlightMinus. Have the cursor on the appropriate line, or select some text, and the macro removes the highlighting. (Bonus mention: HighlightPlus is great for adding highlighting, to flag something for the client or that you want to come back to.)

Working through a text, some edits take a few mouse clicks/keyboard strokes to do. There are macros to do these tasks more quickly, saving seconds each time, adding up to many minutes over a project. An example is SwapWords: if the document has ‘it badly fell’ and I want ‘it fell badly’, I place the cursor in the first of the words to be swapped, run the macro, and it swaps the two words. It saves the time of manually moving or retyping text, and prevents those little slips of human error. (Bonus mention: SwapCharacters does the same for adjacent characters, handy for swapping quote marks with full stops and commas.)

I’m always reminded there’s stuff I don’t know. GoogleFetch takes the word by the cursor, or a selected phrase, and switches to a browser and searches Google (other providers are available!). It’s quick, easy and less clicking. (Bonus mention: DictionaryFetch does the same but searches an online dictionary.)

The above macros are written by Paul Beverley and are freely available to all. But many useful macros can’t be downloaded – I record them, or alter a pre-existing one, to suit my particular needs. Recording is great for repetitive, simple jobs. Altering doesn’t have to be scary: find a macro that does nearly what you want, tweak it and see what happens (on a spare doc!). For example, a client wanted me to follow the ‘Guardian and Observer style guide’ – so I changed GoogleFetch to open the appropriate Guardian style page for a word instead. It took a bit of learning, but it saved oodles of time in the end. You can even share your attempts and ask for advice on the CIEP macro forum. (Bonus mention: DictionaryFetchByLanguage came from such a process.)

Katherine Kirk

Like Ben, I use a combination of analysis macros and look-up macros, like MerriamFetch, which searches the term I’m pointing at in the Merriam-Webster online dictionary. But my absolute favourites are the ones that cut down on key combinations that I use all the time. If I can reduce a repetitive set of button pushes to a single click, then it adds up to hours of time saved, and it also reduces repetitive strain on my fingers. Even better, it frees up convenient key combinations for less frequently used macros!

The best thing I did for my efficiency this year was to get a gaming mouse. I use a Logitech G502, and as well as the scroll wheel and left and right-click buttons, it has five extra programmable buttons. I can also push the scroll wheel right or left to trigger more macros. This means I can have seven macros right there without moving my hand to my keyboard. Other editors swear by the Wacom tablet, which gives you much more functionality, but I personally love the satisfying click of the mouse buttons. Also, doing it this way eased the learning curve, which made it much less intimidating. And don’t tell my boss,* but outside of work, I use the mouse for playing games too!

I decided to set the programmable mouse buttons up to improve my workflow. I thought about the routine button pushes I use in every job and settled on the ones that I use most often. These are the macros that have made it onto the mouse:

StartSession does a simple search for ‘[]’ in the text, which is a kind of shorthand bookmark I’ve been using since my early days. I find Word’s built-in ‘pick up where you left off’ is a little deficient. I also use this when I need to pause my line-by-line editing to jump around for a global consistency check, so I can find my way back and carry on. I used Word’s macro recording tools to create the Start and End Session macros.
VisibleTrackOff4 toggles Track Changes on and off, and it changes the background to yellow when it’s off so I don’t make accidentally untracked changes.
GoogleFetch makes fact-checking quicker, since it saves me having to tab over to my browser.
MerriamUnabridgedFetch lets me stay on top of hyphenation, capitalisation and spelling much more easily. I mostly work with US texts.
Sliding my scroll wheel to the left finds the next instance of something I just searched for in the text. I matched it to the built-in shortcut in Word, Shift+F4, so I didn’t have to create a macro for it.
Sliding my scroll wheel to the right scrolls down five lines and moves the cursor back up four, which keeps the text I’m working on comfortably in the middle of the screen. I don’t remember who gave me the macro for that, possibly on the CIEP forums, but they called it TestScroll.
Finally, EndSession types my handy little ‘[]’ bookmark and saves the document, ready for the next work sprint.

Here’s how that all looks mapped to the mouse buttons. The labels with an M are macros I’ve assigned.

Besides the ones mapped to my mouse, the macros I use the most often are the ones that trim down the button pushes needed to make common changes. I work with fiction, so for me, that’s mostly things like changing ‘Yes.’ She said to ‘Yes,’ she said. I use Paul Beverley’s CommaInDialogue macro to change that full stop and capital letter into a comma and lowercase letter with a single key combination (CTRL+ALT+,).

As I explore more macros, I want to spend a little more time practising with Paul’s ‘speed editing’ macros. Minimising the time spent on repetitive little tasks means I work faster, and that makes my hourly rate go up without it costing my clients more and without sacrificing accuracy. But really, what I love most about using efficiency-boosting macros like these is that they make me feel like I’m the captain of my own spaceship. The control panel is only as complicated as I want it to be, and I can always add new magic buttons as I discover the need for them.

*I’m a freelancer. The boss is me.

About Ben Dare

Ben Dare is a Professional Member of the CIEP and copyedits/proofreads for projects on sustainable food systems and sustainable living (and almost anything else when asked nicely). Otherwise, he’s probably playing with Lego or Gravitrax, cooking, running, swimming or (regrettably) doing chores.

About Katherine Kirk

Katherine Kirk is a fiction editor who lives halfway up a volcano in Ecuador. She works on all types of fiction for adults, especially Science Fiction and Literary Fiction.

She also edits Tabletop Role-playing Game (TTRPG) content. Katherine can be found talking about macros on Twitter and Mastodon.

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Photo credits: purple leaf and water droplet both by Pixabay on Pexels.

Posted by Harriet Power, CIEP information commissioning editor.

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

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