Category Archives: Tools

Making the most of Microsoft Word

By Alison Shakspeare

It’s a fierce world out there, particularly for freelancers, and freelance editors need to make the most of every second when their hourly income rate depends on it.

Although ‘other software is available’, Microsoft’s Word is still the go-to writing program across the English-speaking world. Therefore, maximum familiarity and minimum ineptitude have got to be good things – and those are on offer through the CIEP’s Word for Practical Editing course.

I’ve been using Word since expensive new IBM PCs were gingerly invested in by my then-employers. There was no money for training and an infant worldwide web, so when you had a query it was a case of wading through cumbersome, incomprehensible manuals or picking the brains of those who’d been using it for longer. So, over the years I’ve gradually absorbed and researched ways and means of improving my knowledge and use of this ever-updating, universal software – but it’s amazing what you fail to pick up on if you jog along on your old familiar track.

You can tell the course has been written by practising editors because it acknowledges the numerous approaches to editing tasks. Therefore you don’t feel that there is only one way to use the program or to find and use the tools. The course uses screencasts as well as documentation, so you can absorb the information in the way that suits your brain best. And when you’ve finished you end up with the study notes, exercises, model answers and a range of useful resource downloads to refer back to.

What Word for Practical Editing is not is a beginner’s guide to using Word. You do have to be a user, and you do have to know your way around the basic conventions and tools, or you’ll find yourself floundering in a sea of unfamiliar terms.

What Word for Practical Editing does do, which may be unexpected, is widen your knowledge of working in the editing world in a business-like manner and of dealing with clients.

Whether you use a PC or a Mac, this course is for you if you want to:

  • extend your knowledge on approaching a project, beginning with the client brief before you approach the Word manuscript and tips on setting up the program and its tools, and different ways of viewing it
  • improve your ability to find errors and inconsistencies – not only are you told how to use the inbuilt Find & Replace (F&R), Spelling & Grammar and Macro tools and are referred to some great add-in programs, but you are also given a useful list of common errors any editor needs to be sure they are clearing up
  • clearly communicate your findings with your client – from checking the compatibility of your Word versions, to being sure that what you receive matches the brief, to different ways of showing Track Changes; you are also given useful templates for a stylesheet, an invoice and a feedback form
  • check that you are using styles and templates as effectively as possible – there are several layers to using these universal bugbears, and if every Word user were sent a copy of this information the air might be less blue
  • widen your knowledge of shortcuts – and you can download a useful list of them to keep referring to until they become second nature
  • gain insights on archiving and CPD, because jobs aren’t always done with once you’ve sent off the edited Word doc.

I will probably not end up using all the shortcuts the course introduced me to, even though they save on keyboard time and could even ward off RSI, but I’ve certainly expanded my knowledge of what Word offers and tightened up my use of it – and therefore increased my hourly income.

What more could you want?

Alison Shakspeare came to editing after a career in arts marketing and research for leading national and regional organisations. Her client base has expanded as her skillset has grown from basic copyediting to offering design and layout services. She truly enjoys the CPD she gains from working with academics, business organisations and a growing number of self-publishing authors.

 


Photo credit: Love to learn by Tim Mossholder on Unsplash

Posted by Abi Saffrey, CIEP blog coordinator.

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

How can I be more productive? Part 2

By Abi Saffrey

Keeping track of time and projects (and money)

Part 1 looked at ways we can increase our focus and reduce distractions when we’re working. This post looks at efficient and speedy ways we can keep an eye on our time and projects.

I once went on a three-day training course where the trainer told us to leave our watches behind. She took the clock off the training room wall. And we weren’t working on computers. I can’t really remember what the moral of the story was, but I do remember how odd it felt to have no idea how much time had passed, and how long it was until lunch. There was certainly some discussion about how we are all pretty much constantly aware of the time, with it in the corner of our computer screens. And that weird thing about looking at a watch, seeing the time, and then having to check again barely a minute later.

Anyway … Now I keep tabs on what I’m doing pretty much every minute of my working day, and I know what projects I have to prioritise this week and next (and occasionally next month too). Here are a selection of tools that could help you maximise your monitoring – and if you know of something good that isn’t mentioned, please do share in the comments below.

Time monitoring

It’s really important, for your business records, to keep track of how much time you spend on each task or project. Even if you’re not charging an hourly rate, you can use the time taken on one project to estimate how much time a future similar project will fill.

You can use paper and pen to note down times as you work, or Excel: a recent CIEP forum post highlighted some Excel tips for time tracking (following Maya Berger’s excellent conference session on using Excel to manage your business). The Pomodoro Technique (covered in Part 1) lets you assign 25-minute blocks to each task, and then tally those blocks up at the end of the day.

A popular time tracker is Toggl Track (previously known as Toggl), which has a web version as well as desktop and mobile apps. The desktop version pops up regularly if you’re not tracking your time to prompt you to start; the easy-to-use reports (only accessible via a web browser) can be filtered to only show specific projects or specific timeframes; and you get a weekly email summarising what you’ve been doing (free and paid plans available).

RescueTime is a desktop app that keeps an eye on what software you’re using (and which websites you’re visiting), and then categorises your activity – you can then finetune that and add more granular details if you wish. You can set goals and receive a weekly report. The premium (paid-for) version has distraction-blocking software, so can help you stay away from your favourite procrastination websites (free and paid plans available).

FreshBooks is accounting software, but all its paid plans come with a time-tracking app included. The time-tracking data can be automatically pulled into an invoice and sent directly to clients (free trial, followed by paid plans).

Work management

How do you keep track of what you need to get done today, tomorrow, next week? There’s always the classic notebook option (I do like a Collins Metropolitan Glasgow), or a physical diary (I’m trying out a BLOX one in 2021).

All laptops, phones and tablets have an inbuilt calendar of some kind or another, and they have very similar functionality.

I suspect Excel is used by most self-employed editors and proofreaders to collate the details of the work they’ve done – I use a spreadsheet to note down all the information about a project, and a summary sheet tallies up my total earnings, and my average hourly rates. Every financial year I copy the last spreadsheet, remove all the data and start filling it in again. The CIEP will soon be launching a range of Excel templates to record work, finances and CPD to accompany a new edition of its Going Solo guide. Maya Berger has created The Editor’s Affairs (TEA) – a selection of spreadsheets that will give you an insight into what you’re earning and what you could be charging (paid for, with personalisation available).

Todoist is a comprehensive but simple task manager – or to-do list – app; it allows you to add tasks by forwarding emails, and has integration with many other apps and tools (including Alexa) (free and paid plans).

Trello is based on Kanban boards, a project-management tool where tasks can be moved from one section within a board to another, or across boards. This has been the one thing I’ve tried in recent years that has really worked for me: I’ve been using Trello for about two years, and create a board for each week. Within each board I have a list for each day, as well as a master ‘to do’ list and a ‘done’ list. I start the week with all my cards (tasks) in the ‘to do’ list, and drag them across to the day on which I want to get them done. At the end of the week, I move all the things I haven’t done into the next week’s board and close down the now old board (free).

A quiet week on Trello

Sue Browning wrote a blog post last year about Cushion, an app that helps you plan your schedule, track your time and sort out your invoices (free trial, then paid-for plans).

There are lots of accounting software/app options too; QuickBooks, FreeAgent and FreshBooks are set up for sole traders, and can save you time when it comes to tracking expenses, invoicing and preparing your tax returns (all free trial, then paid-for plans).

The good news is that these two posts on productivity have barely scratched the surface of what’s available. New options appear all the time, so keep in touch on the CIEP forums, or comment below if there’s something you really rate that hasn’t been covered. We may even be able to produce a third blog on productivity. Now that’s what I call productive.

Abi Saffrey is an Advanced Professional Member of the CIEP. She’ll try any productivity gimmick or gadget but really didn’t get on with bullet journaling. A member of the CIEP’s information team, she coordinates this blog and edits Editorial Excellence, the Institute’s external newsletter.

 


Andy Coulson’s most recent What’s e-new? post covers some other tools that can help you boost your business in 2021.


Photo credits: clock by Sonja Langford on Unsplash

Posted by Abi Saffrey, CIEP blog coordinator.

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

How can I be more productive? Part 1

By Abi Saffrey

I looked up the dictionary definition for ‘productivity’ (on Lexico).

productivity      [mass noun] 1. The state or quality of being productive.

Oh.

productive        [adjective] 1. Producing or able to produce large amount of goods, crops or other commodities.

1.2. Achieving a significant amount or result.

Productivity is something that repeatedly comes up in online discussions and ‘build your business’ blog posts, and it’s seen as something that we all have to strive for. Certainly, as a business owner, if I can raise my productivity, I can raise my profits (without increasing my working hours).

As I started to think more about tools that can increase an editor’s or proofreader’s productivity, it dawned on me that there are two main areas where changes can be made:

  • the work itself – editing/proofreading more efficiently, and
  • the management of the work/your time.

Editing and proofreading productivity

In this category, we have tools like keyboard shortcuts, Find and Replace, Word styles and templates, PerfectIt, macros and predictive text/phrase expanders. These are covered in the CIEP’s fact sheet ‘Increase your editing efficiency in Word’, and its new course Word for Practical Editing (there are even rumours of Efficient Editing webinars in 2021). There’s a whole forum for CIEP members on macros too. Proofreaders can use stamps to add BSI symbols to PDFs (Louise Harnby’s blog – and the accompanying stamps – is a good place to start).

There’s plenty of stuff ‘out there’ on this topic, so that’s enough about that.

All the other stuff

There are huge potential gains to be made from making small changes to the ways we manage our work. In this category, productivity tools can be separated out into four elements:

  • increased focus
  • distraction reduction
  • time monitoring and management
  • work management.

(The latter two will be covered in Part 2 – coming soon.)

There are so many apps and tools that you could use to cover these four elements, some free, some with a small one-off cost, others with an annual subscription. There is of course some cross-over between these four elements, so you may decide to use something to track your time and find that it’s also a good way to keep on top of your to-do list. The tools and apps that I mention here are ones that either I’ve used myself or have been recommended by other editorial professionals – there are of course many more out there, and if you’ve got a gem that you think others may like to try, do let me know in the comments.

It’s very easy to procrastinate by searching for the ‘right’ tool to stop you from procrastinating …

The Pomodoro Technique

I’m singling out the Pomodoro Technique because it can help with distraction reduction, increased focus, time monitoring and management, and work management if you take the time to learn the whole technique. Pomodoro is well known for its tomato timer, but there’s also a book to help you master using Pomodoros (25-minute sessions) to manage your daily schedule and predict the time that future projects will take. There are printable sheets to track what you’re doing, what you’re going to do and to log any distracting ‘oh, I need to do that’ thoughts that pop up while you’re in a Pomodoro. And the tomato timer looks cool.

Increased focus

The ticking of a timer (whether it’s a Pomodoro one or any simple kitchen one) can really focus the mind. And its buzzing can really startle you out of your zone!

Several CIEP forum discussions have mentioned apps or websites that provide sounds or music that focus the mind. You can adjust the sounds in Noisli to get your ideal combination of trees rustling in the wind, rain, waves or coffee shop background burble (free and paid plans available). [email protected] offers ‘personalized focus music to help you get stuff done’ (free trial, then paid plans). Spotify divides its playlists into genres and moods: Focus, Chill and Wellness are good places to start (free and paid plans available).

Sometimes what you need to get your focus back is to take a break. WorkRave monitors your keyboard and mouse usage, and gets you to take breaks – and it can enforce a daily computer time limit too (free). The Pomodoro Technique encourages a short break after every Pomodoro, and a longer break after every four Pomodoros. My fitness tracker watch likes me to take 250 steps every hour, and it’ll buzz at ten minutes to each hour if I haven’t managed that (I can tell I’m focused when I think about making up the steps and it’s already 20 past the next hour …) Or just drink a lot of water while you’re working to encourage ‘natural’ breaks.

Distraction reduction

Is this blog post distracting you from that thing that you said you absolutely must get done today? Sorry about that. Work out what drags your attention away from what you should be focused on. Is it social media, the news, your furry companion, the notifications on your phone? Once you know what your distractors are, you can find ways to get rid of, or at least lessen, them. Pretty much all the distraction-stopping apps ask you to list distracting websites that they will block or limit your time on.

StayFocusd is a Google Chrome add-in that blocks certain websites – add a site to your ‘blocked’ list, decide how long you’re allowed on those blocked sites each day, and get on with what you should be doing. It also has a Nuclear Option so if you absolutely must not look at anything at all on the internet for an hour (or three), hit that button and get focused (free).

If you fancy growing some trees (virtual AND real) while you work, try Forest. Tell Forest how long you want to focus for, and which tree you’d like to grow, and then it won’t let you touch your phone or browse certain websites (if you opt for the Google Chrome extension) for that time. If you try, it’ll give you a good telling-off and make you feel guilty about withering a tree (free and paid plans available).

Freedom is a mobile and desktop app – list distracting websites, set times when you don’t want to use those websites, and watch Freedom’s butterfly tell you that you are free to do other things (I like this positive emphasis). It also has ‘Focus sounds’ – a London coffee shop, a busy Californian office, a beach haven and many other soundscapes can fill your IRL working space (free trial, then paid-for plans).


Keep an eye out for Part 2, which will look at time and work management tools.


Abi Saffrey is an Advanced Professional Member of the CIEP. She’ll try any productivity gimmick or gadget but really didn’t get on with bullet journaling. A member of the CIEP’s information team, she coordinates this blog and edits Editorial Excellence, the Institute’s external newsletter.

 


Photo credits: You got this by sydney Rae on Unsplash; Pomodoro Technique timer by Abi Saffrey.

Posted by Abi Saffrey, CIEP blog coordinator.

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

 

What’s e-new?

By Andy Coulson

Microsoft Editor

By now many of you who use Word 365 will have noticed the new Editor pane that handles spelling and grammar checking. Microsoft describes this as an ‘intelligent writing assistant’, as it also brings in ‘Refinements’ – looking at, and suggesting alternatives for, things such as conciseness and clarity. Editor uses artificial intelligence (AI) to analyse the language used, and suggests amendments to improve the overall readability of the text.

So, the big question is: ‘Is it any good for editors?’ Well, that’s a very mixed answer, as a lot depends on personal taste. For instance, Editor opens in a bar at the right of the screen. I like this presentation, as it is clear and makes good use of white space around the text, making it easy to read, often in comparison to densely packed manuscripts. However, Paul Beverley makes a very good point in ‘Taming Word 365’ that this takes a lot of screen area, which is true. As an aside, Paul is developing a macro that will work like the old spellchecker. Your set-up and preferences, such as the type of screen(s) you use, may colour your view of this. I suspect it will end up being a very Marmite (for non-UK readers, a love-it-or-hate-it) type of feature.

Personally, I’m not sure how much the underlying spellchecker and grammar checker have changed. They can work with multiple languages (provided those are selected in the document). The defaults are broadly sensible and reflect good practice – for example, double spaces at the start of sentences are now flagged. Both give you alternatives and suggestions about changing the flagged word or phrase. The new sidebar allows you to review and amend things in a much more intuitive way than the right-click menu options (which I must admit to a particular dislike of). The options against each of the choices are also kept to a short list and are, broadly, sensibly chosen. One interesting feature is that there are Read Aloud and Spell Out options, and while I’m not sure how useful these are to me, I can see where they might be a help.

The grammar checker is very customisable, with simple descriptions in the options backed up by more comprehensive descriptions in the options (even via the dreaded right-click), perhaps backed with examples so you can decide whether or not to use the option. I noticed that it doesn’t, for example, check for the use of ‘which’ versus ‘that’, so it is not necessarily comprehensive or foolproof. There is still plenty of room for judgement, experience and author voice.

The big addition is the Refinements section that gives suggestions under the headings of Clarity, Conciseness, Formality, Inclusiveness, Punctuation Conventions and Vocabulary. These are all quite configurable through the options. I’m not a heavy user of this, so I don’t know whether the AI will improve the results, but my initial use left me underwhelmed. In some areas it was, to my mind, overly prescriptive and in others (eg Inclusiveness) it does not pick up very real problems. Again, I think the options could be better explained to give a sense of what the broader intention of the check is, allowing the user to make a more informed choice.

My main conclusion is that this feature is not aimed at editors, but at writers. The clue is in the name – it is targeted at being an editor replacement. At present I’m not overly worried about my job, but it is certainly a useful complement to a human editor. Compared with PerfectIt or Paul Beverley’s macros, it is clearly quite a blunt instrument. However, I don’t think that is an entirely fair comparison. Looking at it as a language professional perhaps misses the point of it. PerfectIt and macros allow you to focus in at a much more detailed level and adapt what you do to suit different clients. This is a level of depth that I’m not sure many writers will go to, particularly if they know the text will be further reviewed or edited. Editor will help many writers but tends towards homogenised text. This still leaves plenty of room for human editors to bring out the nuance and texture in the writing, and also to deal with the narrative thread through a piece of writing.

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.

 

 


‘What’s e-new?’ was a regular column in the SfEP’s magazine for members, Editing Matters. The column has moved onto the blog until its new home on the CIEP website is ready.

Members can browse the Editing Matters back catalogue through the Members’ Area.


Photo credits: Windows monitor – Johny vino on Unsplash

Proofread by Andrew Macdonald Powney, Entry-Level Member.
Posted by Abi Saffrey, CIEP blog coordinator.

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

What’s e-new?

By Andy Coulson

At the time of writing this I am in lockdown at home and realising the changes and compromises this means. Thinking back to when I started, technology has evolved so much that it has helped with these challenges in a way I couldn’t have imagined 15 years ago. So, I’ve compiled a list of technology-based or focused resources that I hope will prove of some help.

1. Help! How do I fix my computer?

I suspect this may be something we will all come up against sooner or later. The good news is that there are lots of good resources that can walk you through common problems. Even if your PC or Mac is down you can search on a smartphone and hopefully get yourself running again. Sites like wikihow.com; helpdeskgeek.com; dummies.com; techrepublic.com and Microsoft’s own answers.microsoft.com and support.microsoft.com are all helpful.

A carefully thought-through Google search will often be the best approach. For example, ‘Word 365 normal template’ gives good answers as to why Office 365 keeps flagging the normal.dotm as corrupted. It contains the version of Word and the specific item that is causing the issue. If your computer is giving a fault code or description, include that in the search too.

I’ve written before about backing up, spring cleaning and virus scanners, and all these tips and tools are still relevant. I’ve recently been pointed towards Microsoft’s Safety Scanner, which is an additional, occasional-use virus checker. It is good if you suspect you have a virus, as you can download and run a clean copy of the scanner (if you do have a virus, that may have compromised the scanner on your system).

Finally in this section, Microsoft Word itself is a prime cause of the air turning blue around my workspace. Again, Microsoft’s own support pages can be really good – support.office.com. Our own forums are also a good source of support (forums.ciep.uk), with many experienced word-wranglers being regular contributors. One of my favourite sources of help to answer ‘how to’ issues in Word is wordribbon.tips.net/index.html, and it is well worth subscribing to their newsletter.

2. Managing your time

While I’m at home I find I am facing two opposite problems with managing my time. The first is that it can be difficult to focus and stick at what you are doing. The second is the polar opposite of that: using work as a distraction and spending too long nose to screen. But we can use technology to help in both cases to nudge us in the right direction. I’ve written in the past about approaches based on the Pomodoro technique, which encourages you to keep going for a fixed amount of time, or conversely take a break from work after a fixed period of time. The suggestions here are two examples on that theme.

Forest is an app that tries to help you focus by making a game of focusing on a task. You set the timer for as little as 10 minutes through to 2 hours. Each time you start a stretch of work the app plants a virtual tree. Complete the stretch and you start a forest. Quit and your tree dies. It’s a simple idea and strangely addictive. You could use this either to build up your focus or to remind you to take a break.

Workrave is aimed at helping people recover from RSI, but is also a useful tool to encourage you to take breaks from the keyboard and mouse as you work. It produces gentle reminders, which you can configure, to take frequent microbreaks and longer breaks to step away from the computer, and you can even set a daily maximum.

3. Staying fit

Keeping healthy is one of the key things we are being encouraged to do, and there is a massive number of resources that have been made available in response to the lockdown. YouTube is a particularly good resource, and all the suggestions below can be found there.

Normally I’m a keen swimmer and cyclist, but am not getting very far (yes, pun intended!) with either at the moment. However, the Global Triathlon Network has a number of very accessible workout suggestions, despite the elite-sounding name.

If you have kids at home (or even if you don’t), Joe Wicks’s The Body Coach TV channel has a regular PE-with-Joe session. He also has a range of other home workouts that need little or no equipment and cater for a range of abilities.

Yoga is another home-friendly exercise, and I find it also helps undo the damage done by sitting in front of a computer for long periods. Yoga with Adrienne and Five Parks Yoga both offer a range of sessions, from basic, short beginner sessions through to longer, more advanced sessions. Headspace have also put a series of Move Mode sessions on YouTube, which are not traditional yoga, but more a meditative approach to movement.

Finally, I’ve really got into meditation as a way of having a break from everything. Headspace, Mindspace and Calm all have a range of shorter (10-minute) meditations freely available on YouTube. I am particularly enjoying some of Headspace’s Meditations from the American National Parks where you are encouraged to focus on sounds or colours instead of your breath.

I hope that is helpful to you. Stay safe, and we’ll hopefully get back to some more techie stuff next issue.

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.

 

 


‘What’s e-new?’ was a regular column in the SfEP’s magazine for members, Editing Matters. The column has moved onto the blog until its new home on the CIEP website is ready.

Members can browse the Editing Matters back catalogue through the Members’ Area.


Photo credits: Forest – B NW; keyboard Christian Wiediger, both on Unsplash

Proofread by Liz Jones, Advanced Professional Member.
Posted by Abi Saffrey, CIEP blog coordinator.

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

PerfectIt 4: an upgrade

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

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

Simpler to start

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

Faster and cleaner

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

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

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

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

Styles made easier

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

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

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

The verdict

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

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

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

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


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


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

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

Systematising my working life

By Sue Browning

In all aspects of my life, I’m a great fan of systems that help me keep on top of stuff, as I find having a system frees my mind and memory for more important things. This applies to my work life too, of course; I always like to know where I am with project scheduling, prioritising work, timing, invoicing and record-keeping, and over the years I’ve explored a lot of tools for doing all these things. And, for me, all these systems have to be on the computer, as my handwriting has a half-life of approximately two hours.

Open diaryFor a long time, I used a mind map to keep a record of all my clients and projects, a Gantt chart to visualise my schedule, and a to-do list+time tracking program to keep track of what I have to do and by when and to record time spent, and I had a semi-automated system to generate invoices in Excel, saving them as pdfs to send to my clients. I’m also a demon for data, so I have 14 years’ worth of detailed information on income, clients, projects and timings, all in a set of interlinked spreadsheets, which also need to be kept in order.

However, I’m also a fan of not spending more time on admin than necessary, and none of these individual programs talked to any of the others, so there was always a certain amount of tedious (and error-prone) copying from one to another. I was therefore on the lookout for a way to automate more and to streamline my systems. I reviewed a lot of different software programs and online apps and found them too inflexible, too focused on the mechanics of invoicing, which is actually a very small part of my working efficiency. But, more crucially, they all lacked that visual scheduling element I was really looking for.

Then someone in one of the editing groups I frequent mentioned a web-based app called Cushion, and that seemed to fit the bill in that it appeared to provide a very flexible platform for visualising my long-term schedule, planning detailed workloads, tracking the time on each project and generating invoices – all in the same place. The free 30-day trial also reassured me that I could bend it to my will. The developers were also fabulously responsive to my questions, and this convinced me it was worth paying for, so at the start of my new financial year this April, I decided to give it a go.

After an initial time investment inputting client and project details and customising the various options, I have found it very easy to keep track of everything, and I have cut a significant amount of time from my various record-keeping activities.

A view from above

I particularly like the bird’s eye scheduling view as this shows at a glance how busy I am projected to be over the next few months (see the screenshot), so when I am offered a new project I can easily see when (or if) I can fit it in.

Sue's schedule in Cushion

Overview of my next few months’ work. The pale lines are projects I’m waiting to start, and the bright ones with a circle at each end are completed. Bright lines with arrows are ongoing, with the arrow head at ‘today’. Mousing over them pops up brief details and clicking takes me straight to the detailed project information page. The blue block shows the time I intended to take off over Christmas – ha ha!

To help further with organising and planning my work, below this chart is a client/project list that can be ordered in any way (I order it by due date), which I categorise into Active (projects I’m actually working on), Upcoming (where I’ve got the files but haven’t started), Planned (projects that are currently mere glints in their parent’s eyes but we have a target date, so they are lightly pencilled in), and Completed (categorisation is also customisable).

Time tracking

I’ve always kept a track of how long I take on each project, even when I’m not billing by the hour, as it helps in estimating fees, and I can do this easily in the timing area, where I can switch the timer on and off and assign it to a specific project/task. The timer shows green in the browser tab, too, which is a great reminder to switch it off, but the times can be easily edited if I do forget. As well as recording time, I can see how many hours I’ve worked on each project over the day or week, and I can also pull up overview reports according to client, project or time period. One of the fun things I like to do is label my timer with a particular task, so that at the end I can see how long I spent, say, checking references as a proportion of the whole project (typically about third, in case you’re wondering). (And yes, I do have an odd sense of fun.)

Work done – time to invoice

As well as the usual month-long, bill-at-the-end projects, I have a number of clients for whom I edit shortish pieces of work as and when they need them, and I send an itemised invoice at the end of each month. Before, I would track the time in my tracking app, transfer that and the task details to a client-specific spreadsheet, and then at the end of each month, I’d have to copy the details to my invoice. That was fine when I didn’t have many such clients, but now I have nearly a dozen, so my monthly invoicing run had become really quite time-consuming.

Now – at the click of a button – I simply pull the details (date, job name, rate and hours) from the Cushion timer into my invoice, download the pdf and send it to my client by email. (It is possible to send an invoice direct from the app – and reminders too, if you wish – but I don’t use this as it requires recipients to click a link, and some of my clients have automatic systems that need an actual attachment.)

Invoices appear in a list, sortable according to my whim, and they are displayed on a timeline too for a very quick overview (see screenshot).

Screenshot of invoices section of Cushion

My invoice timeline. Those with arrows at the end are awaiting payment, and it’s easy to see when they are due. Mousing over reveals a summary, and there’s a detailed list below. You can tell from this that I have a monthly invoicing round, and most of my clients pay really quickly.

Keeping organised and keeping records

All the data stored in the app can be downloaded as.csv files, openable in Excel, so as well as storing these as a backup, I have adapted my accounts spreadsheet, which records invoices and expenses each month and keeps a running total for the year, to extract the data from those files. And that feeds semi-automatically into that suite of historic spreadsheets I mentioned earlier.

Every Monday I receive an email with a list of outstanding invoices and active projects, which is a great way to start the week. And the system also sends me an email to tell me when an invoice is due.

Apart from the fact that the timeline displays make it very easy to visualise my schedule and workload, the best thing as far as I am concerned is that everything is interlinked, so I can click on a client’s name and it’ll take me to a page that shows me everything about that client – contact details, projects, invoices (paid and outstanding), total income from them this financial year, how long it takes them on average to pay me, and a lot more. All the features are easily edited, and it’s easy to find a way of looking at the data that suits my own way of thinking – helping me feel in control and better able to focus on the things that matter.

Sue Browning After a long and interesting career in speech technology research, Sue Browning turned to editorial work in 2005, finding another way to apply her interest in all things to do with language. Sue specialises in copy-editing linguistics and other humanities and social sciences for publishers and academic authors. When not prowling the halls of academia, she often finds herself walking on alien planets, wielding arcane magic and generally having fun with fantasy. When not editing, she likes to walk and cycle, and grow vegetables. Indoors, she likes reading (of course!) and word puzzles, especially cryptic crosswords.

 

Posted by Abi Saffrey, SfEP blog coordinator.

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

Getting permission to reuse published content: PLSclear

By Lucy Metzger

PLSclear is a free service to help editors and authors get permissions to reuse content quickly. The PLSclear people contacted the SfEP Council and invited us to watch a webinar on it, which I’ve just done.

Here’s some information provided by PLSclear, and then I’ll let you know a little about the webinar.

PLSClear say …

PLS clear logoPublishers’ Licensing Services introduce their free service for authors and editors seeking permission to reuse content.

If you’re planning to reuse extracts of third-party content in your own work, whether the extract is from a book, journal, magazine or website, and you are uncertain how to go about getting that permission, Publishers’ Licensing Services (PLS) can help you. They have developed PLS PermissionsRequest, a free service which streamlines the process of requesting permission.

From the webinar

Making a permission request

PLS Clear user interface

If you’re seeking permission to reproduce published content – an image, a chapter, a poem, a table – PLSclear lets you search for the publication on their database, which contains the catalogues of participating publishers. You can search on title, author, keywords or ISBN/ISSN. When you’ve found the work, you go through a series of forms to specify what you want to use and how you want to use it. You’re asked about the content type, number of words if it’s text, and the nature and purpose of your own publication (the one in which you intend to reproduce the material).

These requests are free, and there is no limit on the number of requests you can make. If you’re looking to clear multiple permissions, you can set up a ‘project’ that retains details so that you don’t have to keep re-entering them.

Getting the request to the publisher

When you’ve entered all the details, PLSclear generates a request and sends it to the publisher’s inbox. The publisher-facing side of the software allows for various levels of automation. A publisher may choose to assess each request in person, as it were; or they can tell PLSclear to make an automated or semi-automated assessment of requests, based on rules given by the publisher.

The publisher’s response

The publisher may decide to issue a free licence. In that case PLSclear will generate the licence, with the necessary legal wording, and send it to you. No money changes hands, either on the publisher’s part or on yours.

If the publisher wants to charge you a fee, PLSclear will generate a quote containing terms and conditions and send it to you. If you choose to pay the fee requested, you can make payment through PLSclear and you’ll then be sent your licence; or if you want to negotiate, you can do so; or you can walk away. If you do pay a fee, a proportion of it goes to PLSclear and the rest goes to the publisher.

My view

I haven’t used PLSclear myself, but based on the webinar it looks straightforward and well-conceived. I certainly like the fact that it’s free for the requestor, and in many cases it will be far quicker than less automated methods of requesting permissions. It would be interesting to know how publishers and their authors like it.

Lucy Metzger Lucy Metzger is based in Glasgow. She copy-edits and proofreads, mostly academic books and textbooks, and is a mentor and trainer for the SfEP. She is an amateur cellist and singer. Her degree is in French. She is the external relations director for the SfEP.

 

 

Posted by Abi Saffrey, SfEP blog coordinator.

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