Tag Archives: pdf

What’s e-new?

By Andy Coulson

21 for 2021

In keeping with the theme of ‘Practical tools to boost your business’, I’ve come up with a list of 21 tech tips for 2021. These are all things I’ve tried and tested myself.

1. Have a system

This is the single most important tip of the lot. Find a system to organise and manage your work that works for you, and use it. It doesn’t matter if it’s a notebook and pen or a complex program. Keeping good records and knowing what you have done and what you still have to do saves you time and effort (and stress!). Some of the tools below will help with that.

Word

2. Learn Word

I suspect that for most of us, Word is our most-used tool. Within this there are lots of really useful smaller tools that can help you edit faster and more efficiently. Tools like styles, templates and wildcard Find and Replace can all help. Take some time to learn how to use these – the CIEP offers a ‘Word for Practical Editing’ course that covers them. Also, look into customising Word’s various autocorrect and autoformat options, which can save you a lot of time and heartache.

3. Macros

While we’re on the subject of Word, macros are another timesaver. These allow you to automate certain actions, so a couple of keystrokes can run a series of actions that would normally take multiple keystrokes. Karen Cox and Paul Beverley both gave excellent presentations on the subject at this year’s CIEP conference. Paul’s ‘Starting Macros but Slowly’ video on YouTube is a good place to start.

4. PerfectIt

Staying with Word, PerfectIt is an add-on that allows you to check consistency and apply style rules to documents. It comes with a number of good style files, but you will benefit from investing time in learning how to edit and customise these. Daniel Heuman also gave a useful presentation on customising PerfectIt at the CIEP conference. Intelligent Editing’s website, the PerfectIt Users Facebook group and the CIEP forums are also good resources.

Office

5. Learn Excel

I’m guessing you bought Microsoft Office to get Word? But it also means you have access to other programs that you may not be using to their full extent. Take Excel – it lets you do lots of things involving numbers or data. You can manage your accounts, keep lists of jobs and record the time and quantity of work involved. Maya Berger’s presentation at this year’s CIEP conference was a great introduction to this. Excel’s in-built help with formulas walks you through using them, allowing you to experiment.

6. OneDrive

With Office you also get access to Microsoft’s OneDrive online cloud storage. Some of my clients have expressed concerns about the terms and conditions on other cloud storage services, but so far OneDrive seems to be a broadly accepted solution. I use this to back up all my files, and it has an easy-to-use share feature that allows you to share a folder with a client. This is a reliable way to return finished files – simply right-click on the file or folder, click ‘Share’ and then send the file or copy a link and send that via email.

7. Windows App Explorer/Mac App Store

Just as on your phone or tablet, the major computer operating systems now tend to have an App Store. It is well worth having a poke around in these, as there are often some little gems available.

8. OneNote

One such gem (although it can be a real Marmite application!) is OneNote. This is available as an app or as part of the Microsoft 365 subscription. It is a digital note-taking app that allows you to capture freeform notes. On a tablet it supports freehand drawings, too. I’ve used it as an alternative to a pad for making notes as I work.

Clipboard tools and text expanders

9. ClipX

ClipX is a small, free clipboard expander. It lets you access a list of your most recent clipboard entries and reuse them. It also supports add-ins, one such being Stickies, which is an editable list of sticky items that you can paste in. I use that for common tags or comments when I have to tag a file.

10. TextExpander

Text expanders take a short key sequence and expand them into a longer piece of text, eg typing ‘\pfa’ might expand into ‘please find attached the requested file’. TextExpander works across the programs on your computer and allows you to build a library of replacements and retain formatting.

11. Phrase Express

Phrase Express is an alternative to TextExpander. It seems to be aimed at corporates with multiple users, but is still very usable on a single machine.

Time

12. toggl track

The recently rebranded toggl track is probably the best-known time tracker. The website, browser plug-in and app allow quick and easy time tracking. You can group these by project and customer, and break projects into smaller steps (eg by chapter). The free version is very usable, and the paid plans can also handle billing.

13. Harvest

Harvest is another time-tracking app, but is more focused on billing. It has a free trial period, but after that it is paid for.

14. RescueTime

RescueTime tracks your time in the background and allows you to see where you have spent the time on your computer and your phone. It is intended to help you manage your computer time and see where your time-wasters are. I find it helpful as a back-up to toggl track. If I forget to start a timer, RescueTime can tell me I spent five hours on Word, for example.

15. Pomodoro

Pomodoro is a productivity technique that involves breaking your work up into chunks (typically 25 minutes) with short breaks between. This is supposed to help with focus, but I use it from time to time just to remind myself to get up and move. There are many good apps to support this, but look out for ones where you can adjust the times to suit you. Search for Pomodoro timers in your search engine or app store.

16. Break timers

Break timers encourage you to step away from the screen for a bit. There are many options available. I like Workrave, which is free, configurable and features sheep.

Dictionaries

17. Lexico/OED

We all need a dictionary, and the OED recently created a free version called Lexico. It uses the same interface as the full subscription product, so it remains easy to use. (The full product is often available through your local library.) You can also access other dictionaries online for free, such as Collins and Merriam-Webster.

PDFs

18. PDFCandy

I’ve talked about PDFCandy before. I think it creates the cleanest, most accurate Word files from a PDF of any of the tools I’ve tried, even with multi-column magazine layouts. The web-based tool is free to use.

Organisation tools

19. Todoist

If you like using to-do lists to organise yourself, then Todoist is my favourite tool to manage these. It will work on a computer or on a phone or tablet (and will sync across platforms) and has both free and paid for versions.

20. ClickUp

ClickUp is my organisation tool of choice. It has quite a steep learning curve because it is very flexible. It enables you to capture information about your jobs and organise and present that in a lot of different ways. I use it mainly for tracking progress, record keeping and planning my availability.

21. Explore!

Many of the tools mentioned are free, have a free version or allow a trial period. It is worth experimenting with tools to see if they can improve your system. Always try and run them together with your existing, tried-and-trusted system while you test them out.

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: partially open laptop by Tianyi Ma; hourglass by NeONBRAND, both on Unsplash

Posted by Abi Saffrey, CIEP blog coordinator.

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

Warm glow proofreading

The Magic DoorSome time ago someone asked on one of the Society for Editors and Proofreaders (SfEP) forums whether it is ever a good idea to do some proofreading or copy-editing for free. Much discussion ensued. Putting to one side for a moment the obligatory proofread of your offspring’s thesis or dissertation, your best friend’s offspring’s thesis or dissertation, or your elderly relative’s treasured autobiography, what is left? Why else might you work for nothing? The forum went on to list a number of possible reasons, and one of them was ‘because it might give you a warm glow’.

I admit it: this suggestion was mine, and I made it because I speak from experience.

Many, many (far too many) years ago I went to Denbigh Primary School in Luton and one of my teachers there was Mr Lyons. I mainly remember him because every Friday afternoon he would put aside whatever work we were supposed to be doing and read a story instead. One of the books he read to us over a period of some weeks or months was The Magic Door. Heard of it? I bet you haven’t.

Long, long after I had left Denbigh Primary I remembered that I enjoyed listening to The Magic Door, and I tried to track down a copy. This was in the days before the internet. Ahem, it was even before the days of personal computers. I couldn’t find any trace of the book. My search wasn’t helped by the fact that I couldn’t remember who had written it.

I tried again when Mr Google was born. Still failed. I moaned about it to anyone who would listen, then thought no more about it. Then several years later I got an email from someone I hadn’t been in contact with for ages. Amazingly, she had remembered me moaning, and by accident had found a site promoting the publication of The Magic Door. Excitedly I clicked on http://www.danbillany.com/books-by-dan-billany/the-magic-door. Try it now and you’ll see what I found.

Needless to say, I bought a copy of the book. While I was about it I read about the author, Dan Billany, who disappeared in WWII and didn’t see the publication of The Magic Door, or indeed of the books he wrote during captivity in Italy. He and another prisoner escaped from prison but were never seen again.

All this was jolly interesting, but I was anxiously awaiting my copy of The Magic Door. Would I still enjoy it? Would my eight-year-old son enjoy it? Or would it be hopelessly outdated, badly written and a terrible disappointment? It was some… er… forty or fifty years since Mr Lyons had read it out to my primary school class, after all. I couldn’t even remember much about the story itself, only that I had enjoyed it all those years ago.

I needn’t have worried. I thoroughly enjoyed it, and so did my son – so much so that some of the phrases from the story have crept into our regular family usage. But as I was reading the book out to my family, I was puzzled to see lots of errors in the text – spelling and punctuation errors. How could this be? It had been a bone fide published book way back in 1943.

I contacted Dan Billany’s great-niece (I think that’s the relationship), Jodi Weston Brake, to ask her what had happened. The answer was simply that there were no electronic versions of The Magic Door available, so she had had it rekeyed but couldn’t afford a proofreader. Now you can feel the warm glow coming. I offered to proofread the book for her, and explained why. She was delighted to hear the story of Mr Lyons, and sent me a pdf of the book (which was useful because at the time I was just teaching myself to edit pdf documents). I don’t know if a second edition has been issued, but if it has and it still has errors in it, they’re down to me. But don’t bother to write.

One thing struck me as I was proofreading the book and warmly glowing: it is very definitely a boy’s book. It’s about the adventures of a class of boys in a boy’s school, and their adventures are… well, boyish. Of course ‘boy’s stories’ and ‘girl’s stories’ were just part of the landscape back then. Maybe that is a topic for another blog post. But I can recommend The Magic Door to anyone with a son aged about eight to ten, especially if you want to feed them some history on the sly. And I can definitely recommend warm glow proofreading.

Stephen CashmoreStephen Cashmore is the training director and an advanced member of the SfEP. He lives on the west coast of Scotland, a stone’s throw from the beach, with his complicated family and not enough hours in the day.

 

Proofread by SfEP associate Anna Black.

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