Category Archives: Technical

Talking tech: Clipboards

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

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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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

Find out more about:

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

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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

Forum matters: Creating and editing web content

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This feature comes from the band of CIEP members who serve 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.

Posts on this topic that are more than a year old might be of only historical interest, given how fast technology changes. The threads referred to in this article have been selected because they link pretty directly to work on websites, but don’t forget that issues of accessibility also apply to (or can be found in relation to) other media, such as PDFs.

Your own website

Although many editors and proofreaders rely on social media to network and expand their business, there is no doubt that having your own website helps establish your professionalism and is a good place for information about you that may get lost on Facebook and Instagram, or when LinkedIn and Twitter revamp their algorithms, or a newcomer takes people up another highway. One member’s request, Advice needed: moving from self-publishing to traditional fiction editing, ranged far and wide and pointed to just that conclusion.

Even if you’ve embraced the idea of developing a website it can be a slog, and a quick reach-out via the forums has kept members on track (‘How best to prioritise?’). After deciding to use a website design company, forum members have asked for recommendations, in threads entitled ‘website’ and ‘Web hosting and domain registrars’. Even that tricky sub-subject of emails has been covered in Email hosting recommendations.

Many CIEP members create and manage their own websites and have shared hard-earned advice on sites and specifics. You may already have chosen a provider, but if you are thinking of managing your own website then maybe you should have a look first at: Squarespace help; Creating a website then Websites again; Portfolio on WordPress website and New member & request for advice.

Members have asked each other for a quick review of their new or revamped websites (see Quid (I proofread your website) pro quo (you proofread mine) and quick website check) and for help on specifics such as T&Cs and Domain Name Extensions, or about the principles of Pricing and its absence on editor websites and the Use of first-person in freelance websites. The number of replies does vary, and sometimes the first one nails the answer, while at other times the discussion ranges so far you feel you’ve attended a mini-course in the subject – see Struggling to be competitive.

There are some topics that apply to more than websites but will certainly add a professional gloss, such as a source to spruce up the background of your profile pic in Useful website to create/edit profile pics or useful advice on accessibility in Text colours and backgrounds – best and worst for legibility? and Q about hyperlinks in Forum signature.

Working on other websites

You don’t have to have created a website to be able to work on one (although it does help), but it is worth doing some training on the subject. CIEP offers two specific courses: Editing Digital Content and Web editing. But the forums are also up there when it comes to learning. We’ve all had an itch when we’ve spotted some bad practice and asked ourselves, should I say something? Read the thread and then decide.

You’d think a business would see editing their website as a no-brainer, but sometimes getting at the content can be tricky. Copyediting of websites and general advice on editing a website offer some useful insights and links.

SEO and accessibility are two aspects that you really need to get to grips with if you are going to offer a good service to website clients, and the forums are full of good advice on: best font/typeface for emails; quote marks and other punctuation for easy reading and accessibility; Rewording a bullet list for a website; Should numbers be spelled out in Websites?; Providing hyperlinks: best practice?

Good luck with your own and other websites. And don’t hold back on developing your skills and sharing your experiences through the CIEP forums.

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Photo credit: laptops by Louise Viallesoubranne, notebook and laptop by Marissa Grootes, both on Unsplash.

Posted by Harriet Power, CIEP information commissioning editor.

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

Talking tech: Web editors – WYSIWYG or code?

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In this Talking tech column, Andy Coulson discusses two types of web editing tools – WYSIWYG and code-based – designed for editing HTML (HyperText Markup Language) content on websites.

The October 2022 issue of member newsletter The Edit is about web editing, so I’m going to look at two types of web editing tools that are well suited to editing content on sites where the content is mainly in HTML (HyperText Markup Language). The content of a webpage is generally held as an HTML file. This is an unformatted (plain text) file that contains the text content and tags describing the function of the text (heading, paragraph, etc), which can then be used to format the text or potentially manipulate it. The tags appear in angle brackets, eg <H1>title</H1>.

However, the web has changed drastically over the last ten years or so and many websites don’t only use HTML. Most sites now separate out a lot of formatting information using CSS (cascading style sheets) files. Many sites also include JavaScript and other programming code to create interactive and dynamic elements on the page. When you are focusing on the content, not only can this be a distraction, but there is potentially a lot of scope to create problems. This is why, broadly, I am focusing on tools with good HTML support, although they can also deal with other files, such as CSS and active elements like JavaScript.

Many smaller websites are created using online website creator systems such as WordPress, Squarespace and Wix. These give you direct access to the content text, making for a simpler editing experience without losing access to the advanced features described above. They make extensive use of templates that can mask a lot of complexity. They will often offer the features I’ll describe in reviewing the two types of editor below. So it is worth checking if those have been used and if you can access the content through those systems.

Text or visual editing?

The two types of tool I am going to look at are code editors and WYSIWIG (what you see is what you get). I have picked two editors, one of each type, both of which are free. Most web developers will use commercial packages, such as Adobe’s Dreamweaver WYSIWYG editor, and code editors such as Eclipse and Microsoft’s Visual Studio, but for some basic text editing the following should provide sufficient tools to let you get started.

The code editor displays the HTML code, and to preview the webpage you need to view it in a browser. In contrast, a WYSIWYG editor gives you a live preview of the page as you edit. Many of these will provide templates to help you create a professional-looking website with minimal coding. Online web creators like WordPress and Wix also tend to offer these features. WYSIWYG editors often let you work directly on the graphical screen. For example, you can drag and drop an image onto a webpage and the editor will generate the appropriate code.

So, you might wonder, why would you use a code editor, particularly as WYSIWYG editors often incorporate a code editor? For me the answer is simplicity. Most code editors are smaller, simpler programs. There are fewer features, but that also means there are fewer to sort through to find what you want, and the learning curve can be less steep. The code editor, generally, uses less memory, which can still be an advantage even with today’s big memory machines. If you need to test the HTML files, you can do this with your web browser (or more probably web browsers, as things may work differently in Chrome and Firefox). Ultimately though, this will come down to personal choice.

None of the webpage editing tools (as far as I am aware) have features like Track Changes or comments. This means you will need to keep track of these separately. While you can add comments to HTML by enclosing them in ‘<!–’ and ‘–>’ tags, they are not that easy to see within the HTML file. Using these will depend on what your client needs.

Code: Notepad++

For this review I am going to use Notepad++, which is a very flexible general code editor with good HTML support. While this is not aimed purely at web editing, I think it is a clear and well-written program that is simply nice to use. It can be downloaded from here.

Notepad++ provides a relatively familiar interface to anyone who has used older versions (pre-ribbon) of Word. Much of the left-hand side of the menu and many of the buttons will be familiar too. The real strengths of a code editor are the features to help you read through the HTML (or other code) easily, such as code completion (where the editor recognises commands or tags as you type and completes them for you, reducing missed closing tags) and syntax highlighting (where tag names and the values associated with them are highlighted in different colours, allowing you to more easily read the text). Here I’ve used the Style Configurator in the Settings menu to tell the program this is HTML and select a colour scheme – for example, blue for tags and pale brown for text.

WYSIWYG: BlueGriffon

For this review I am using BlueGriffon, which you can download from here. It is based on the same rendering engine (the bit of software that turns the HTML and other code into a webpage) as the Firefox web browser.

BlueGriffon has a nice clean interface and typically opens with the webpage in WYSIWYG view. In the screenshot below, I have used the dual view that opens a code editor with the webpage view. You can work directly in the webpage view, so correcting spelling mistakes like ‘servive’ in the last line of ‘About Me’ is straightforward. As you move around the webpage view on the left, the elements are highlighted in the code editor.

Many of the basic formatting features are shown down the left-hand side of the screen and help you to add neatly formatted (and hence coded) content. Compared to Dreamweaver, BlueGriffon has a relatively simple interface and limited feature set. This can be an advantage, as in editing the content you will only need a small proportion of the features available.

I mentioned testing in different web browsers earlier, and one nice feature in BlueGriffon is the globe button on the toolbar. If you click on this it allows you to open the file using another application, typically a web browser. If you have maths or foreign language characters this is worth doing, as these are examples of things that will render differently on different browsers.

Summary

BlueGriffon is available on Windows, Mac and Linux, but Notepad++ is only available on Windows and Linux. There is an alternative, CotEditor, for Mac that offers similar features to Notepad++. All three of these are free to download, which makes them very practical for occasional use, but they also have sufficient features for more intensive use.

Quick tip: Site maps

Here’s a quick tip that may be useful when you are working with websites. If you need to check what pages a website contains you can create a site map. A site map can be used to help search engines understand your website, or for you to visualise the website’s structure. Essentially, it is a list of all the pages.

There are a number of site map generators on the internet; I have used xml-sitemaps.com. Here you enter the name of the homepage of the site and the system goes off and searches through all the branches of the website (or ‘crawls’ it, to use the technical term), generating a list of pages. You can then use this to check you have all the pages that need editing.

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 publicarray on Pixabay, Notepad and BlueGriffon screenshots by Andy Coulson.

Posted by Harriet Power, CIEP information commissioning editor.

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

Flying solo: Focusing your website on your ideal client

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In this Flying Solo column, Sue Littleford gets deep into the business of editing text for your website.

When it comes to the content of your website, there are four stages: the initial content creation of the text, editing it down to do the job efficiently, making it accessible and keeping your content fresh. Let’s take those in turn. (I’m not going to talk about using images in this article – but keep ’em relevant, keep ’em in small file sizes for faster page loading, use alt text for accessibility and be aware of copyright issues.)

Creating the initial content

To paraphrase Malini Devadas, of the recently (and, I hope, temporarily) mothballed Edit Boost, marketing boils down to (1) understanding what you do and (2) who you do it for, then (3) telling them about it.

Your website (alongside the CIEP Directory, for Professional and Advanced Professional Members), is the easiest place to demonstrate the first two, and do the third.

It’s clear that people don’t give your website much time to make a good first impression. I learned at the 2022 CIEP conference that websites have 50 milliseconds in which to do it.

Your content should therefore be attractive and engaging (how I hate that word ‘compelling’ in this context!), be easy to access in terms of language, layout and colours, and focus on the potential client.

So here’s the biggest piece of advice today: create an avatar of your ideal client, then write for them, specifically.

How can you help them? What problems do you solve? Why should they hire you?

It’s always about them, not about you. That should steer your writing.

Think not about what you offer, but about what your client needs.

Keywords are a big thing

These are the search terms that people use in browsers to find what they need. And as search engines have been developed to work with more natural language, so they now reward keywords that appear in natural writing, rather than being crammed in artificially.

Keywords come in three flavours, depending on their length. The shortest are short-tail keywords, and are a word or two long. Long-tail keywords are little phrases – five words or more in length. Medium-tail keywords fit snugly in between, at three or four words long. This flexibility means that using keywords of different lengths can still make the writing appear natural while getting good search engine optimisation – the SEO you hear bandied about.

Short-tail keywords are necessarily more generic: ‘proofreader’, ‘editing’ and so on. The longer the keyword, the more specific it becomes, which is why you need to know the keywords that people type into their search engines.

How do you find out the keywords people use?

There are a number of services available, some paid for, some not. If your website is live, Google’s Search Console will show you the keywords that people already use when finding your site.

Or you can simply search for your service in your browser (like most of the world, I use Google as my search engine, most of the time, anyway) and see what comes up at the bottom of the screen under the heading Related Searches or People Also Ask.

There you’ll see what people are typing into Google, which is what you want to incorporate into your content – somehow – so that you are found, too.

For instance, I’m a copyeditor. I don’t proofread – proofreading and I just do not get along. But I know that ‘proofreader’ is the catch-all term for what I do, and people outside the publishing industry will be searching for that, in all probability, or maybe for ‘editor’ far more than ‘copyeditor’. So, I lob ‘proofreader/proofreading’ into my text whenever I can, even though I don’t offer that service. Google doesn’t read the negative!

Editing the content into shape

Once you’ve created your content (which you can, of course, tweak endlessly even after it’s live) you now need to make it look the part.

I buck the trend, as about 70% of my traffic is on computers, and only 30% on mobile devices (of the mobile devices, tablets barely get a look in. Most weeks, it’s just computers and phones). In most cases, those figures are reversed, I understand (I suspect it’s because I market to publishers and packagers, and people are searching during work hours at their desk; if you market to indie authors, I’d guess those figures flip over in favour of phones).

It’s therefore essential to think of how your content will look on a teensy-tiny phone screen, not just how it looks on your 33-inch monitor.

So that means subheadings (keyword magnets) for ease of navigation, short sentences and short paragraphs.

We editorial professionals do like our words. We use far too many of them (guilty as charged) so here’s a chance to practise your word-cutting on your own text.

Ask yourself what that ideal client of yours wants to know, and will be willing to read. It’s not necessarily what you want to say …

Aside from being visually accessible in terms of paragraph and sentence length, structured around those easy-to-navigate subheadings, you’ll want to make sure the language itself is also accessible. Take a look at a couple of ‘Flying solo’ articles on just this topic: Good communication is accessible and Conscious language and the business-conscious editor or proofreader for some guidance on this.

Then pare away at your text until every word earns its keep – but don’t be so concise that reading it is hard going.

When you’ve finished, your text should be doing a shining job of demonstrating your editorial skills (showing, as much as telling) and speak directly to your ideal client.

Shaping the edited content

When it comes to importing your text to your website, think about possible formatting issues, as you would with any text that is to be published.

Incorporate white space, avoid walls of text and make sure it is easy to find the bit you want. Choose an easy-to-read font, that’s big enough to read comfortably, even on a phone.

If you have things you want your reader to click on, have a button if you can, rather than an in-line link. On my site, the button to email me is pretty visible – different colour, big but not ridiculous.

Accessibility

In 2021 I completely renewed my website, including an entirely new colour palette. One of the hardest parts of the build was to make sure that there was sufficient contrast between text colour and background colour on links and buttons.

The Web Content Accessibility Guidelines are supported by many websites offering to check a page and give instant feedback. My web guy and I spent a couple of hours going back and forth making sure we found colours that worked with the palette I’d chosen (I’d already had my logo redrawn – no going back! But the Coolors site helped us find compatible shades) and passed all the accessibility tests. I see that new colour contrast guidelines are on their way.

Keeping the content fresh

Search engines much prefer sites that don’t look neglected. That means periodically updating your text, whether that’s small tweaks, complete rewrites of a page, adding items to a resources page, posting a blog article regularly, adding new testimonials or adding whole new pages.

Throughout all your updates, do keep that avatar of your ideal client in mind.

But every now and again, as your business grows and you develop as an editor or proofreader, do ask yourself whether your ideal client has also changed. If so, work out a new avatar and then review all your content with that paragon at the forefront of your mind.

If you are getting more firmly established in a niche, you may want to trim your offer to reflect that, and stop targeting the type of client who is no longer a good fit for where you’re taking your business.

If you are adding services – maybe you’re a proofreader who now also copyedits, or now offers manuscript evaluation or developmental editing – then you have a new ideal client. Or one ideal client per service. Again, keep your text under review with that or those ideal clients front and centre of your thinking.

Buy a print copy or download the second edition of Going Solo: Creating your freelance editorial business from here.

About Sue Littleford

Sue Littleford is the author of the CIEP guide Going Solo, now in its second edition. She went solo with her own freelance copyediting business, Apt Words, in March 2007 and specialises in scholarly humanities and social sciences.

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Photo credits: header image by JESHOOTS.com, person on a computer by Andrea Piacquadio, both on Pexels, screenshots from Google.

Posted by Harriet Power, CIEP information commissioning editor.

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

Talking tech: Scrivener

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In this Talking tech column, Andy Coulson takes a closer look at the writing software Scrivener, and investigates how it might also be useful for development editors, especially in fiction.

With any writing, if you ask most people what tools they use, Microsoft Word is likely to be the first thing that comes to mind. However, Scrivener is a tool for writers that its developers describe as a tool that ‘combines all the tools you need to create a first draft’. I’m going to take a look at Scrivener and see what it does and whether it might be a useful tool for us as editors and proofreaders to consider.

Scrivener has been around since 2006 and the current version (3.0) is available for Windows, Mac and iOS. It combines a word processor, outliner and tools to manage research. While this might sound like your familiar Word environment it offers a different, more flexible and freeform way to organise your work. The ‘Getting Started’ document in Scrivener describes a number of scenarios, but one in particular that felt familiar to me was where you might produce some parts of a written piece quickly and easily, but struggle with others. The process of producing a draft then involves linking those bits that are clear and filling in the gaps and the more unclear bits. Scrivener allows you to develop a process that lets you capture and reorganise those bits in a way that would be far more difficult in Word.

Features

Scrivener projects are not just a text file like Word (although Word files are a bit more complex than that): they are a collection of files that Scrivener refers to as a project. You can decide on your own organising principle, but for this article I will use the model the ‘Getting Started’ document in Scrivener uses. The key element is the binder, the sidebar in the interface that has a stacked list of all the elements of the project, which you can see on the left of the screenshot above. The content you are writing all sits within a ‘Draft’ folder. Under this there are top-level folders for chapters, second-level folders for parts and then documents, some of which have subdocuments containing the text.

Breaking up a large writing task in this way also helps to support the writing process (or any long project) by giving you a smaller task to aim at. Scrivener includes further tools that build on this, like writing targets. These allow you to set a target word count for the whole draft and for each writing session, which can help with motivation. The model of breaking, say, a chapter into smaller files can also help as it allows you to see your progress more clearly. There is also a ‘Composition Mode’ that is very clean and sparse if you find the distraction-free approach helps with writing.

One of the big differences from Word is that you can associate synopses and notes with each document. The synopsis is always linked to the document, and this can be viewed in the Outline and Corkboard tools to allow you to get different overviews of your whole project. Notes can then be used to keep any ideas that don’t need to be in the text, such as problems you can’t fix or ideas you can’t immediately work on, or what one review described as ‘a random epiphany’.

Another feature is that you can add labels and statuses to documents. You can assign labels for a whole project and give them different colours. You can use virtually anything as a label, but ‘Getting Started’ gives the example of using this to record the character whose point of view a document is written from, to help with reviewing the structure of a story. A status is a simple text label, intended to keep track of the state of the text – ‘done’, ‘in progress’, ‘first draft’, etc.

Another potentially useful feature is Snapshots. This allows you to take a snapshot of a document at a particular moment in time. You can then compare the text (but not format) changes in this to the current version and see the differences. In Scrivener you will tend to work on smaller chunks of text than in Word, as you split the project into multiple documents, which means the compare function is much easier to use than the one in Word.

Scrivener also allows you to keep all of your research material within the project for easy reference. This can be material created in Scrivener (the ‘Getting Started’ document has examples of character and location sheets as the references for those things in a story), Word documents, PDFs, images, and video or audio files. These are all organised within a research folder in the binder. There is also a handy scratchpad feature for making quick notes about, say, a website that you can then save within your project.

You may remember that at the start of this section I said all of your writing is stored in a ‘Draft’ folder. This is so that you can export (or ‘compile’, in Scrivener terminology) the finished draft into another format. Scrivener supports a range of output formats, including docx and pdf. You can mark different levels of file or folder as different section types, so clearly identify where chapters and parts break. When you compile you can add further options, like using a specific font, or sectional numbering, giving you a lot of control over the finished output. The Word docx output looks very accurate and retains styles accurately, both by name and in the style features.

All in all, this is a well-written program with a clean and reasonably easy-to-use interface, given the number of features it has. Looking at it with my writing hat on I can really see the advantages of it. In many ways it is a much nicer writing environment than the standard Word interface, offering a less cluttered feel. With a 30 days actual usage trial (in other words you can use it in full for 30 days, even if it takes six months to do that) and for $45 this offers writers a really good alternative tool.

Scrivener for editors?

From an editing point of view, Scrivener lacks a lot of Word’s tools. There is no Track Changes function (although Snapshots could be used in an ad-hoc way), no support for macros and no support for PerfectIt. There is a comments function that is similar to Word’s Modern Comments feature but is slightly quicker to use. Comments are tagged with the name of their author along with the time and date. However, you can’t reply to comments like you can in Word.

For most copyeditors and proofreaders, Scrivener probably isn’t going to be much help. However, you can at least be certain that if your author uses Scrivener, the Word file you get will be an accurate representation of what they have. It may also mean that the author has notes and research to hand that will make dealing with queries simpler.

For development editors Scrivener could be a different proposition. It could certainly cut down on some of the back and forth of clarifying issues within a manuscript if the research, notes and comments are all available to the development editor. I think you could also manage quite a bit of the communication about the manuscript within the Scrivener file, again helping you to organise and follow how it develops.

About Andy Coulson

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

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Photo credits: desktop by Tobias Herrmann on Pixabay; researcher by StockSnap on Pixabay.

Posted by Harriet Power, CIEP information commissioning editor.

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

The basics of SEO for editors and proofreaders

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Have you come across the term ‘search engine optimisation’, or SEO, and wondered what it means? Or perhaps you have a vague idea of what it is but you’re not sure how or when to use it? If you write or edit copy that will be published online, it’s useful to know some SEO basics to make sure your content ranks well on search engines. Rosie Tate explains how you can add value to copy that’s destined for the web.

What is SEO?

You edit or write the most fabulous copy and it’s published on a website. That’s great. But if it doesn’t appear in search results on search engines like Google or Bing, it’s unlikely to get much interest. Few people are going to simply stumble across it.

Search engine optimisation, or SEO, involves ‘optimising’ web pages to improve their position in search engine results. It can make the difference between a web page being found – and therefore read – and simply lurking in a lonely corner of the web. This is why SEO is such a big deal: the higher a website appears in the search results, the more people will see it.

So how do we optimise online content? There are several things you can do to increase the chances of a page being ranked well by search engines. If you want to give it a go without getting too technical, the following tips are a good place to start.

Use keywords

Let’s say you’ve been asked by a client to work on their website copy. They sell organic chocolate. The first thing to do is identify the main search terms, or ‘keywords’, that people actually type into Google when they’re looking to buy this product.

There are lots of free tools you can use, such as Keyword Generator. If you type in ‘organic chocolate’, it tells you that there are 700 monthly searches for this in the UK. It also gives you related search terms, such as ‘organic chocolate bar’ and ‘raw organic chocolate’. Choose one main keyword per web page and make sure this is used in the copy. You can also embed other keywords throughout your content.

Include your main keywords in headings

Headings act as signposts that guide a reader through a web page and make it easier to read. They also help Google to understand what the web page is all about, so include keywords in headings to help your page rank well.

You’ll need to strike the right balance between using keywords and ensuring the copy reads well. Beware of ‘keyword stuffing’, or copy crammed with keywords to please search engine algorithms. Headings should summarise the content on the page in a clear, informative way, and content should flow naturally.

Use links

An external link is a hyperlink that directs the user to another website. As well as being useful for readers and helping to give your website credibility, these can also give SEO a boost. External links help search engines determine the usefulness and quality of a web page. The search engines use metrics to determine the value of external links, including the trustworthiness and popularity of the site you’re linking to, and how relevant it is to the page you’re linking from.

Coming back to our organic chocolate example, if you link to an interesting article about how cocoa is grown, this can help Google figure out that your web page is about chocolate – and will therefore help to rank the content more favourably.

If you’re working on a whole website, it also helps to use internal links, or links between the different pages on your websites, where relevant. These help search engines determine how the content on your site is related and the value of each page. If there are lots of links to a particular page, search engines will see this as important and prioritise it when it comes to SEO.

Backlinks

Backlinks are links from other websites to your website. For instance, someone might advertise your services and include a link to one of your web pages, or you might write a piece of content for someone else that includes a link to your site. Backlinks are important for SEO because they help give your site authority, and search engines will favour pages with lots of quality backlinks. A backlink from a respected, high-authority website is better than one from a site that receives very few visits. So if you’re involved not only in editing or writing a website but also in promoting it, do some research on how backlinks can help to get your site found.

Play around with some online tools

There are lots of online tools you can use to make sure content is optimised. Here are three of my favourites:

Google Trends: This is a great free tool that shows you how much a term is searched for on Google over time and suggests similar trending topics.

Answer the Public: Enter a keyword to see what people are asking about around this topic. This can give you some great ideas if you’re planning content (and some interesting insights into the human mind).

Surfer SEO: OK, so this one isn’t free, but if you’re serious about SEO, you might want to give it a try. It includes a content editor where you paste in your copy and it tells you exactly what you need to do to optimise it.

The above merely scratches the surface of the world of SEO. If you want to dig deeper, there’s a wealth of free information out there. Good luck getting that content found online!

About Rosie Tate

Rosie Tate is co-founder of Tate & Clayburn, a London-based company that offers copyediting, proofreading, copywriting and translation services to clients worldwide. A first-class Oxford University languages graduate with an MA in Documentary Filmmaking, she’s an experienced editor, writer and producer, having worked for Oxford University Press, the BBC and Save the Children.

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Photo credits: SEO letters by NisonCo PR and SEO on Unsplash, chocolate by Vie Studio on Pexels, Google by Souvik Banerjee on Unsplash.

Posted by Harriet Power, CIEP information commissioning editor.

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

Talking tech: Can a machine use conscious language?

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In this Talking tech column, Andy Coulson delves into the world of artificial intelligence to find out how it might be able to consider the use of conscious language or edit text in the future.

For this issue of The Edit my column is going to be a little different from normal. Usually, I try to highlight how technology can help you with the theme of the issue. This issue’s theme, conscious language, proves to be a bit of a challenge on that front. What I am going to do instead is to get the crystal ball out and do a bit of speculating about how technology might develop to help ensure more conscious language use.

Natural language processing

Natural language processing (NLP) is the term used to describe a field of computer science that covers developing computer systems to understand text and speech in a comparable way to a human. This is a branch of artificial intelligence (AI), and I will get into some more detail about that later. This enables tools like Google Translate or the digital assistants Siri or Alexa to work. This is the field from which any tools (or indeed our competitors!) will come that will be able to improve how conscious the language in a text is.

Just to simplify things (slightly) I am going to ignore speech and all the computational issues that speech recognition brings. Let us concentrate on text and look at how machines are taught to understand that and make decisions about how to respond to it. To date, a lot of the NLP development has focused more on teaching a machine to respond to some text, whereas what we are trying to think about is how a machine would understand and amend a text. Microsoft and Grammarly both use AI to help improve their editing tools, so you can be sure there are other tech companies experimenting with this.

While language is to a degree rule based, it is also full of subtleties and ambiguities. The rules allow tools like PerfectIt to work – we can describe and recognise patterns and so teach a machine to do this too. This only takes us so far, as NLP then needs to pick the text apart to find the meaning within it. It must undertake a range of tasks on the text to enable the computer to ‘understand’ it. These include:

Speech or grammatical tagging, where the computer figures out the role of each word. This would be where it would identify ‘make’ being used as a verb (make a jacket) rather than a noun (the make of jacket).
Recognising names, so it can identify a proper noun. It knows Lesley is likely to be someone’s name rather than a thing, so ‘picking Lesley up on the way’ can be interpreted in the right sense.
Resolving co-references, where it relates a pronoun to a previously named object, so it recognises that ‘she’ is ‘Kathy’ from a previous sentence. This task can also be involved with dealing with metaphors or idioms – recognising that someone who is cold may not want an extra jumper but might not be much fun to talk to.
Sentiment analysis, which is also known as opinion mining. Here the computer is attempting to recognise more hidden aspects of the text, such as whether the tone is positive or negative.

All of these, and other functions we would need in order to make judgements about how conscious the language used in a text is, do not lend themselves to rules. Rather, they rely on a knowledge of context and conventions. Acceptable language in a novel set in 1960s Alabama would be quite different from that used in a modern social sciences paper about the same city and its inhabitants, but understanding the context will frame and shape language choices.

How machines learn

So, we have realised we are not going to be able to fix this one with a clever macro. What sort of computation do we need? Step forward AI – a term that covers a number of fields that involve machines that mimic human intelligence. One of the main aspects of this that NLP uses is machine learning, a field of computing covering machines that learn a task or tasks through different approaches.

One of the best-known AI companies is Google’s DeepMind division. They have made a name for themselves by approaching AI from the perspective of learning to play games using machine learning. To understand how they have progressed in the field we need a bit of a history lesson.

In 1997 an IBM project called Deep Blue beat the then World Chess Champion, Garry Kasparov. What Deep Blue did was to search all possible moves in the game and then pick the best next move. What is different about DeepMind’s AlphaGo is that they had to follow a different approach, as the game of Go has so many more possible moves than chess. This version of AlphaGo used neural networks (a brain-like arrangement of computing elements with lots of connections between each element) to compare the best move from the current position and the likelihood of winning from that move, which gave a more efficient way of narrowing down the choice of moves. AlphaGo was trained by playing vast numbers of games of Go to improve its ability to select moves and predict its current chance of winning. Eventually, in 2016, it beat Lee Sedol, widely regarded as one of the best players of all time.

DeepMind have since developed AlphaGo further and, instead of playing against experienced players, it learns from scratch by playing against itself. It uses a technique called reinforcement learning, where the system tries to optimise a reward called a Q-value. It has been able to play and master various video games from scratch (the Atari benchmark). Here AlphaGo tries to gain positive awards (and avoid negative ones) by, for example, collecting a game’s currency or surviving for a certain amount of time. It can then use the information about what it did and what reward it received to alter its strategy and see if that improves the Q-value.

Why is this important? It shows a progression from a very controlled environment with a limited (although large) number of variables, to a more complex one (Go) and then to a more generalised one (more varied games). We are still not at the point where this could be applied to a problem (like our language one) with very few constraints, but this certainly shows a progression. The latest version, AlphaZero, has apparently taught itself chess from scratch to a world champion level in 24 hours.

This technique of using neural networks and reinforcement learning seems to me to offer the potential to create tools with a more subtle understanding of learning. One issue that can cause problems is that AI often uses huge datasets to train the systems, but using already acquired data can bring with it historical problems. Microsoft created an AI chatbot for Twitter called Tay, designed to mimic the speech patterns of a 19-year-old girl, which it did very well right up to the point it learned to be inflammatory and offensive and had to be shut down. Microsoft believe that the trolling the bot experienced taught it how to be offensive. Similarly, Amazon developed an AI system to shortlist job candidates, and this showed a distinct bias against women. Amazon tracked the problem down to an underlying bias in the training data.

Given the increasing pressure on social media companies to filter offensive content, platforms like YouTube and Facebook are undoubtedly trying to use AI to recognise problematic language, and some of this may lead to tools we can use to highlight issues. However, as editors and proofreaders we are looking to improve poor language choices and make it more conscious. Looking at how the Editor function in MS Word and Grammarly have developed, they certainly point to a way forward. While I am not convinced a machine is going to take my job for some time, I can certainly see where it could make progress. I think the challenge of issues like conscious language is that they have too many subtleties, and the human ability to make judgements about these, and even to have a productive discussion with an author about a passage, means a human editor will continue to be able to add something a machine cannot to a piece of writing, for the foreseeable future.

About Andy Coulson

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

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Photo credits: chess by Bru-nO on Pixabay, robot by mohamed_hassan on Pixabay, Go by Elena Popova on Unsplash.

Posted by Harriet Power, CIEP information commissioning editor.

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