LibroEditing proof-reading, editing, writing

This is part of my series on how to avoid time-consuming “short cuts” and use Word in the right way to maximise your time and improve the look of your documents.

I have already published instructions on how to manipulate your left and right margins, but I’ve noticed some search engine searches have come through to Libro looking for information on top and bottom margins, so here are a few words about them.

First of all, make sure you can see your rulers! If you can’t see what I’m pointing to in the screenshots, go to this post and follow the instructions on making your rulers visible. I’ll wait here while you do that …

OK, all set, and rulers visible?

So, sometimes we might want to make the area we can use on the page a bit bigger. Classic reasons include wanting to fit a whole document on one or two pages, for example if you are making up a poster and you want to use the largest print area possible. Within reason, you can extend the upper and lower margins of your text to fit in a few more words.

Let’s have a look at these top and bottom margins. Look over to the left-hand ruler in your document. You should see this, which you will notice looks very similar to your top ruler:

You will notice that the white section indicates the area where you can type: where the space for text starts at the top (above) and where it finishes at the bottom:

Hover your cursor over the division between blue and white and you’ll see a slider and an arrow indicating that you can move them up and down. In this example, I’ve moved the top margin down – see how the first line of text has followed it down the page …

But of course you can also move it up if you want more room to type.

Do note, that you can’t move it infinitely and eventually, when you go to print, you will get an error message telling you that you have gone outside the print margins. So be careful, but within reason this will allow you to create that little bit more space on your page.

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

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Find all the short cuts here …

This is part of my series on how to avoid time-consuming “short cuts” and use Word in the right way to maximise your time and improve the look of your documents.

We’re looking at margins and indents today. By reading through these steps, you’ll learn how to produce tidy indented paragraphs and quotes within paragraphs, quickly and easily, without having to mess around with the space bar and enter key.

We often want to indent the beginning of a paragraph to make it look like more of a break from the last one, or have the first line of text longer and the subsequent ones indented (this is useful if you’re preparing a bibliography). Also, if you’re writing a thesis, dissertation or non-fiction book, it’s useful to indent large quotations to make them stand out as being a quotation. More often than not, I find people either don’t know how to do this using the rulers at the top of their Word document, or they’ve forgotten how to and think they can find a quick way round the issue. This leads to all sorts of formatting problems, especially if you’re going to (as is inevitable) add and remove text as you go along.

First things first: check that you can see your rulers in Word. If your document has a blank space at the top instead of a ruler, click on the “view” tab at the top of the screen:

How to make margins appear in Word

Look at “ruler” and see if the box is empty or contains a tick. If it’s empty, click on the box. Your rulers (top and side) should now appear:

making margins appear in Word

Now let’s look at setting the indents. The important thing to note here is the slider which appears at the beginning of the white part of the ruler, marking where the text starts, or the location of the left hand margin.  Note first of all that the slider’s position matches the text’s position on the page – they are both situated at the left margin.

Let’s look at how moving this slider either all in one, or the top and bottom independently, affects a block of text. First of all we take the pointer and click down on the square block at the bottom of the slider. This picks up the whole thing and, when you move your mouse (holding the button down still) the slider will move across. Very important: when you’re moving sliders or setting tabs, make sure you have highlighted the section of text you want to affect. If you don’t do this, whatever you do on the ruler will only apply to the point at which the cursor is located. You probably don’t want to do that. So: let’s move the slider across to the right a little …

The black lines here mark the borders of the text area, and you can see that moving the slider as a whole has moved all the text across. Taking the slider back, what happens if we move just the top one across a bit?

You can do this using the tab key, too – but the useful point here is that once you’ve set it up at the beginning of a document (before you start typing), it will affect all new paragraphs in the same way, so you’ve set up a nice tidy way for your paragraphs to indent themselves throughout the text. Now what happens if we just move the bottom half of the slider?

So this works the other way around: the first line of text is longer than the next ones. This looks a bit odd in a normal paragraph, but it’s very common in bibliographies.

Here’s an example of how the user’s “short cuts” can actually make everything take longer, particularly if changes are involved. I noticed someone doing this in a dissertation I proof-read recently, which is what inspired me to write this article.  I’ve turned “show formatting” on so you can see what they’ve done (dots are spaces and backwards Ps are line returns (enter)). In the first example, the author wants to have a hanging indent to make the author’s name more prominent, but they’ve done it by hand, hitting enter at the end of the line then spacing across to make the indent. All well and good (not really) until you need to enter some more text. Then look what happens:

Entering “Birmingham” has forced Birmingham: Libro onto a new line. But the line return at the end of Libro forces the next bit onto a new line (green arrow), and the second line of the entry isn’t even indented, because Word doesn’t know you want it to be (red arrow). Whoever entered “Birmingham” now has to delete the line return and take out the spaces before “Publishing” then re-set the hanging indent. Fine if it’s just once, but it won’t be. Contrast this with what happens if you set up the indents correctly in the first place:

Here, we’ve moved the bottom slider along so that the text automatically indents with a hanging indent on each paragraph. No spaces and only the required line return at the end of the entry. Now when we add “Birmingham” it merely pops itself onto the next line, nice and neat and tidy, and there’s nothing else to do.  Simple.

Now let’s have a quick look at indenting text from both margins. This is useful if you’ve got a chunk of quotation you want to insert into the text. Again, I’ve seen people put line returns at the end of each line and spaces across from the left. All well and good (again: not really) until you delete or add a word or character and it all goes odd. Here’s how you do it properly. Here’s the text we want to indent (marked with arrows):

Highlight the text you want to indent and move both the right and left sliders in from the margins:

The black lines show the text margins outlining the area where you can type. The grey lines show how the indented text lines up with the two sliders, one on the left, and one on the right.

One bonus bit of tidying up: if you set the justification to Full, you get nice neat margins both sides. You could not do this using line returns and the space bar.

So now we’ve learnt how to use the sliders on the rulers to make our text tidy and make it much easier to make insertions and deletions without messing up the formatting of the document. I hope you’ve found this useful: do post a comment or share this article if you did!

Note: I have added an article on the top and bottom margins.

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here …

As you will have read in my original post, I’m writing up quick guides to short cuts for formatting your Word documents, to replace workarounds you might use.

I want to show you how to do things in a more formal way which will  make things easier for you in the long run, particularly when you’re dealing with long and complex documents.

Today we’re going to follow up on my previous post on Tabs. Now we know how to use the tab button, we’re going to go a step further and set tabs using the ruler at the top of the screen. Exciting, eh? It’s called “setting tab stops” – the “stops” idea coming from when you added physical barriers to your typewriter. I actually learned to type on an elecronic typewriter, back in the olden days, by the way …

First of all, we need to check we can actually see the rulers at the top and side of the page.  Can you see a ruler at the top? If not, click on the view tab at the top of the page. See where it says ruler? Click on the box next to that so a tick appears:

Once you’ve ticked the box, the two rulers should appear, like this:

And we’re all ready to go. So, say we’ve got a little table of bird prices we want to lay out:

We can use the tab key to space across, but another way is to use the tab stops in the margin. Note that we need to highlight the text we want to apply tab stops to, or set up the tab stops before we type anything. Now, move the mouse pointer up to the top margin and click, just once, with the left mouse button, on the 1.5, 6 and 13 on the ruler. Just where the arrows are on the picture below. You’ll see a little L appear where you click. That’s L for left tab. Well, actually it shows which way the tab is facing, but we’ll come on to that later.

Now, when we type our text, using the tab key (remember, the one with 2 arrows on) will take us across to each of these tab positions that we have set up ourselves, rather than just going across by a set amount. The grey lines show how the text lines up with the tab stops we marked in the top ruler area.

All well and good, but the prices don’t line up very neatly, do they. We can get around this, and mess around with the tab positions by highlighting the text we want to affect (remember to do this! And for this stage we want to highlight all the text so we move the column heading and the prices) and double clicking on any of the Ls we placed in the ruler. This brings up the tab dialogue box. Note: although you can click on any tab marker to bring this up, it automatically moves to working on the leftmost tab setting first, not the one you clicked on. So you can see one tab stop highlighted, and the other ones listed underneath. You can see that there are options to Clear or Set tabs. Set will set a new one at whatever position you want: if you add a third one between 6 and 13, all your text in the third column will jump across to match that. Clear will delete the tab position you have highlighted in the top box.

In order to line up those prices, we need to make the third tab a Right-handed one. This means the tab marker is at the right margin or, effectively, the end of the text you want to affect. So, click on the 13 in the box to bring that up as the active tab, click on the Right alignment radio button (circle).

This will make the right hand side of the column line up: lovely tidy figures and heading! Look at the tab stop at 13. It’s now a backwards L, showing that it’s keeping everything tidy to the right, not the left.

But I think the bird names want to move over a bit. Simply highlight the text, bring up the dialogue box, highlight 6 and Clear, and click Set and add a tab stop at 3.5.

Now I fancy having a line of dots going from the name to the price. A bit odd in a list of bird prices, guaranteed, but if you want to do a quick table or a contents page (although I’ll be teaching you the proper way to do that automatically in a few weeks’ time) it works nicely and looks great. Highlight just the part that you want the dots to appear in and then double click on any of the tab stops. This time, select the 13 and choose the leader you require:

And there you go: lovely leaders between each bird name and its price. That looks tidier than scrappy columns made up of spaces and dots, now, doesn’t it!

Find my first introduction to tabs and using them to make your text nice and tidy and easy to navigate here.

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here …

As promised in my original post, I’m going to write some quick guides to things you do when you’re writing documents which you think are a short cut but actually cause more trouble than they’re worth.

The idea of this series isn’t to criticise people, just to show you how to do things in a more formal way which will actually make things easier for you in the long run, particularly when you’re dealing with longer or more complicated documents.

Today we’re going to talk about using Tabs. Tabs seem to be something of a mystery, but there are easy ways to use both the tab button and tabs set in the top margin which will tidy up your document, make it easier to enter neat text in lovely columns, and reduce tension when you’re trying to line everything up.

Please note: these examples can look rather wide. I want them to be as near full-size as possible, so you can see exactly what I’m doing. If you’re looking at this post on a monitor, you should be able to scroll across to see the full image. If you’re viewing on a tablet, some of the screenshot may be cut off: hopefully you can see enough to get an idea of it, or you should be able to select the image to view it separately.

Let’s start off with using the Tab button. This is a button on your keyboard which should have two arrows on it, one facing one way and one the other. Got that? Good.

Here’s your common short cut, to start off with. You’ve got a menu you want to put on a document, with items in one column and prices in another. So you type it out, using the space bar to move along to the next column. And it looks like this:

But now you want to add another item and oh dear – it’s longer than all your other ones and puts it all out of alignment (because you’ve used the space bar to make the space between one column and the next):

How do I know you’ve used the space bar? Because I’ve used that little paragraph button on Word again which shows us all the formatting, tabs, line returns, etc.

So the way you’ve achieved this spacing is by doing this (where dots are spaces and the things like a backward P are returns):

What you should have done (my short cut) instead of using space (your short cut) was to use the tab key (remember, the one with the two arrows) to space across to a set point along the horizontal ruler at the top of the screen. These tabs are represented by arrows when you’re viewing the markup:

Now, when you want to move the prices over for all the shorter items, you just need to insert one press of the tab key at the end of each item, to get them to line up perfectly.

And here’s a last example. It’s very common to find people wanting to indent the first line of a paragraph, but using spaces to do so. This has its own issues – for example, you have to remember how many spaces you’ve put in and it’s likely that you’ll insert a different number each time, which will lead to indentations that don’t match. Instead, a simple press of the tab key at the beginning of your paragraph will leave everything nice and tidy

That’s enough for this session, I think. Of course, there are other ways you can format paragraphs and other indents, and you can set tab stops to wherever you want them to be across the page (and do all sorts of fancy kinds, too). But I’ll leave them for another post … (and I’ll link to them in this one when I publish them).

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here …

As promised in my original post, I’m going to write some quick guides to things you do when you’re writing documents which you think are a short cut but actually cause more trouble than they’re worth.

The idea of this series isn’t to criticise people, just to show you how to do things in a more formal way which will actually make things easier for you in the long run, especially if you’re dealing with a larger document like a dissertation, a thesis, a funding proposal, a workbook, a technical guide …

Please note: these examples can look rather wide. I want them to be as near full-size as possible, so you can see exactly what I’m doing. If you’re looking at this post on a monitor, you should be able to scroll across to see the full image. If you’re viewing on a tablet, some of the screenshot may be cut off: hopefully you can see enough to get an idea of it, or you should be able to select the image to view it separately.

Today we’re going to talk about page breaks. If you’re writing a document that has sections, chapters, etc., you might well want to start a new chapter on a new page, and have it look something like this:

So far, so good – you’ve got your new chapter starting on a new page. But I bet you finished one section and hit the “Enter” key until you got to a new page, didn’t you? The way to tell is to hit a rather magical little button that shows all the formatting you’ve done.  In Word, you’ll find it in the Home menu; if it’s not there, play around with the display until you’ve found it and add it to the menu bar. Here it is:

That’s actually the “paragraph” symbol or pilcrow used for centuries in manuscripts and printed books. Anyway, it’s ever so useful if you want to show what you’ve done to a document. Press it a second time if you want all the formatting marks to disappear again. So, pressing this with our document open shows the horrible truth – enter, enter, enter you’ve gone, six times, down the page …

And that’s all well and good – until you change the text above the page break. You’ve done this and it all looks nice, then you notice that repeated line on page 1. Oh, well, you can just delete that. So you delete the repeated line, and the text on page 1 is now one line shorter – one line further up the page. Below the text, you hit Enter 6 times to make Chapter 2 start on the next page. Those six lines are below your chunk of text still, but your text is one line shorter than it used to be. So what happens … ?

Disaster! Chapter 2 doesn’t begin on the next page any more! It’s crept up a line! And, similarly, if you’d added some lines of text to Chapter 1, this chapter heading would start part way down this page. Messy! And when you’ve submitted your work to an editor like me, you can bet we’ll be suggesting adding lines in or taking them away; when you get the document back the spacing will be all over the place (or I’ll have done it my way and made it tidy already … )

So how do you do it properly so this messiness doesn’t happen? Simple – you “force a page break”. Again, in all versions of Word, when you get to the place where you want to force a new section to start on a new page, press Control-Enter (or choose Insert – Page Break). Turning on your formatting display, and using our original text again, you’ll see this:

And because it’s a forced page break, it doesn’t matter what you do to the text above the break, the new text will always appear on the next page. Make the Chapter 1 text shorter again by deleting that extra line and you get this:

No hopping around – and even if you add so much to Chapter 1 that it goes onto the next page, Chapter 2 will just hop on down to the page after, automatically.

Of course, your document still looks like this:

But you’ve done it all correctly, in fewer keystrokes, and you know that whatever you do with Chapter 1, Chapter 2 will always start at the top of its new page, nice and tidy, going where you need it to go.

I hope that’s helped – it’s a very common issue, which is why I’ve tackled it first. There will be more of these posts coming over the next few months – do pop a comment on this post if I’ve helped you, and let me know if there are any other issues you’d like me to look at.

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here …