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Category Archives: Copyediting

On being edited

editsWriters are always being told by other writers (and editors) about the importance of being edited. But what does it actually feel like to have someone go through your precious words with that dreaded red pen? Only recently, as I’ve struggled with edits in my own book, have I realised how my clients must feel when they receive their poor corrected texts back from me. I hope this new understanding will help me to be a better editor …

On being edited

I’ve been putting together an e-book based on my Libro Full Time blog which has charted my experiences of going full-time self-employed. I pulled all the blog posts together, added some commentary, an introduction, fleshed it out a bit, read it through … but before I went to publish it I did as all good writers (should) do and considered having it edited.

I put a call out for beta readers and a few kind volunteers spoke up. One read it and made some excellent, useful comments, although I was a little thrown even then to see my words through someone else’s eyes. Another friend did EXACTLY as I hoped she would – she went through it line by line, picking out errors, suggesting better ways of writing sentences, AND commented on the structure, the way it hung together, how the experience of reading it could be improved.

This is the Thing: One It was like having ME edit that book. And I know I’m a decent editor

This is the Thing: Two I hated reading those comments the first time round

This is how I make my clients feel!

That was my first thought. No: my first thought was, “My text, my beautiful text! How dare she muck with it??” All defences up, all crests raised, spines bristling, eyes watering …

And I must be at pains to point out here that my friend:

  • Did it right – she said exactly what I would have said had the document been written by anybody else
  • Did it kindly – no snarkiness, no visible or invisible sighs
  • Did a good job – she picked up micro and macro errors
  • MADE THE TEXT BETTER – she really, really did

But my knee-jerk reaction, in pretty well this order, was

  • Anger – how dare she mess with my text? I write stuff all the time! It can’t be wrong! … oh …
  • Horror – how did I not notice THAT?
  • Shame – I was going to publish this pile of rubbish?
  • Embarrassment – someone has seen this in this state!
  • Despair – will I ever get this into shape or should I just give up now? I know, I’ll give up

In the interests of research, I’ve gone back and looked at the text. It’s fine: it can be whipped into shape and it will be a much better book for it.

Once I’d gone through these cycles of shame, horror, despair and … finally … acceptance, the terrible realisation dawned on me …

This is how my clients must feel when they get their work back from me

Is it just me, or is it everyone?

I asked some editor colleagues, writers and people I’ve worked with what being edited feels like to them. We all know it’s a worthwhile process – but I was after the emotional reaction.

My old friend, Annabelle Hitchcock from Yara Consulting reported that she feels quite comfortable about being edited, “but specifically about being edited by you, Liz. I know you and I trust you and I know that you know my writing style and won’t alter it into something that it’s not. I also trust you to give me feedback, and to make sure that I’m actually communicating what I THINK I’m communicating”. So that trust is very important, and makes it easier (although I trusted the ladies who looked at my text, too, of course … )

Trust comes up for Alison Mead of Silicon Bullet, too – “Personally for my blog posts, knowing I am going to be edited means I can type my stream of consciousness without worrying too much about grammar and spelling , so my words can have the flow they would if I was talking them – but I have the confidence that those errors will be picked up and corrected. To be honest I don’t notice the edits – so have no idea how many changes you actually make! It is good to have that trust and confidence about the job being done well!”.

So these two highlight the ideal working relationship between an editor and a writer. It’s worth noting that I have been working on small blog post texts for these two ladies for a few years now, and have known them for significantly longer. But how do you build up that trust instantly? And what if’ you’re an editorial and writing professional yourself?

Here’s someone who actively enjoys it, but do note that he still finds it challenging: “I enjoy being edited. It gives me a chance to see how other editors do things, gets me to think about things I have done unthinkingly, and reminds me that all writers, even if they are also editors, have blind spots sometimes. It is also a little nerve-racking, of course – but then many worthwhile things are!” – Sebastian Manley of Manley Editorial.

And another editor colleague, Katharine O’Moore Klopf of KOK Edit, has a similar emotional pathway to mine: “My initial reaction to being edited—and I’ve been an editor since 1984—is ‘Oh, #@&^!’ And then I start reading through the edits and nodding my head, thinking, ‘You know, that’s a good edit. I don’t know why I didn’t think of that.’ And by the time I’ve finished reviewing the edits, I’m thinking, ‘Thank goodness for editors!’ You’d think I’d go straight to the ‘thank goodness’ part by now, but there is always that first little shock.”

And what about fiction authors? I suspect that fiction and memoir writers are the ones most wedded to their words, as they are perhaps most personal to them (I might be wrong there, though!).

Steve Hewson, author of “The Wild Earth” writes,”I asked Linda Bates to edit my first novel. Prior to the process starting, I imagined that the it might be more of a grammatical check (necessary because a) I am very (and unavoidably) careless b) I don’t really know anything about grammar. However, it soon became clear that editing was a whole other level of input. Once I’d decided to put in the effort to properly respond to Linda’s editorial suggestions (I was rather busy and somewhat tired of the whole affair prior to giving it to Linda) I found it really challenging and enjoyable.” So there’s the c-word again – “challenging”. Steve has gone on to kindly describe the whole process for us:

“I remember being aghast that the first page (which I thought was pretty good) had loads of changes suggested. (17, after counting them!). Then on the next pages I saw that Linda had added many comments concerning word definitions, writing styles and so on. I was dismayed at the clear time implications of working on these and also thought that Linda might be overdoing the proofreading job. However, I took the plunge and accepted the changes and realised that the result was more streamlined and clean.

Once I had decided to devote my energies to reworking the book I soon got into the stride and began to welcome the editorial changes rather than dread them. I think that being edited is rather similar to being filmed whilst teaching or lecturing: unconscious habits of pen are unearthed in the same way that the camera reveals unconscious habits of speech (such as saying ‘erm’ very frequently). I realised that I made frequent use of double adverbs. It was really very tough (see what I did there …) to realise that this habit made the text less engaging, but was good to realise this.

The sort of comment that I never got used to were those concerning the ways that the characters spoke or behaved. I love my characters and to be told ‘X wouldn’t say that sort of thing’ was always met defensively. I was particularly distressed to be told that I had (at a key moment) unconsciously reinforced gender stereotypes with Gracie. This was a difficult pill to swallow, especially since I had deliberately attempted to eliminate this sort of thing. Still I emerged a better person for it, and Gracie has a little more action at a key part of the book. I’m sure she’d thank me for it …”

Thanks to Steve for that great description of what it feels like to be edited – I’m sure my fellow editors will read it with great interest!

How do we make it right?

So, as editors, how do we make this process as smooth as possible for our clients? I have realised that they will never just grab the new document with joy, making all the changes immediately and unquestioningly. Well, some of them will, but going by the comments I garnered and discussed above, only people I’ve known for years who just have little bits and bobs for me to work on are likely to do that.

As for the rest of them, well, now I have some inkling of how they feel when they receive my annotated manuscript back, I’m going to make these resolutions:

  1. Try to build trust first of all – I already send links to my references, and many of my clients come via recommendation – and I have a new procedure whereby I send the style sheet I’ve put together during the editing process to the author at the end, thus proving I know what I’m doing and there are reasons for my choices.
  2. Remain kind. Sometimes I do get a little exasperated. But I, too, make the same mistakes throughout, repeat myself and am not always consistent. So why should I expect anyone else to be any different?
  3. Understand that when the client asks a question, sometimes they just need reassurance that they’re  not stupid or rubbish at writing. And they are almost never casting doubt on my ability, but either wanting to know why in order to make their writing better, or being anxious generally.
  4. Make sure I praise as well as criticise. I do try to do this already; I will try to do it more, now. Whether they’ve written a great bibliography or coined a smart turn of phrase, even if they’ve just managed to avoid plagiarising or quoting Wikipedia this time round, there’s always something to praise and I must find it and mention it.

—-

Has this article struck a chord? Are you a writer with something to say about your emotional reaction to being edited? Are you an editor who’s found ways to smooth this emotional path? Do share in the comments!

 

Bullet points – how and when to use them

It’s Word Tips time and today I’m going to talk about bullet points – why we use them and how to use and format them. Next week, I’m going to treat you to some tips about how the language and punctuation of bullet pointed text works. But for now …

Why do we use bullet points?

Bullet points help to make what you’re saying more clear. They break up blocks of text into tidy chunks so the reader can take in what you’re saying. They present lists in a clear format so people can see it’s a list. They emphasise points you want to emphasise. They show the organisation of things. In short:

  • They’re useful
  • They’re tidy
  • They’re good at emphasising things
  • They make sure the reader knows this is a list

How do I use bullet points in Word?

In Word, you want to be in the Home Tab. Then, look at the Paragraph section and you’ll find a set of useful little buttons. One has a list of dots, one has a list of numbers, one has an indenting list of numbers, and two have paragraphs and arrows:

These are the buttons you need to make your bullet pointed lists.

So, here’s a plain list without any bullet points. To make a list bulleted, you need to highlight the areas you need to change. So in this example, we want to leave the first line alone and highlight the other ones:

Once we have the lines highlighted, we can click on the bullets button (just in the middle of the button for the time being) to make the highlighted lines into bullet points:

You can do the same but hit the number button to the right of the bullets button – now we get a numbered list:

How do I create sub-bullet points?

What if you want nested bullet points in sub-categories? That’s fine – put your list into bullets, then select just the line you want to change and click on the Increase Indent key to move it along one. You’ll see the bullet point itself (or the number) change when you do this.

There’s another way to do this (of course there is!) – get your cursor just before the first letter of the first word of the line you want to indent and hit the Tab key on your keyboard. You will get the same effect.

How do I customise my bullets and numbering?

You may not like the standard bullet points you’re given by Word. That’s fine, because you can customise them.

The bullet and number button each have a tiny arrow on the right-hand side of the button. Try clicking on the one on the bullet button …

… and you’ll get a choice of different bullet markers you can use. If you click on Define New Bullet, you can even upload your own images to use as bullet points: useful if you’re creating a document that needs to be on brand with the rest of your brand identity, for example.

You can do this with the numbers, too, allowing you to choose between letters, Arabic numbers and Roman numerals:

Again, you can define your own new number format if you want to.

Customising the list style

To go just that little bit deeper into customisation, you can also fully customise how the sub-bullets work and even set a new Style for this document or all future documents.

To do this, we use the Multilevel List button. This one’s a bit of a swizz, I think – it gives you a tiny arrow on the right, but it doesn’t actually matter where on the button you click; you will still get the same menu.

So this gives you the chance to choose between different multi-level list formats and to define your own.

If you select Define New Mulitlevel List you will be given a new set of options. Choose this if you just want to change one list in your document.

If you want to define a style for all of the lists in your document, or a new List Style to use in all documents forever, choose Define New List Style.

Then you can go ahead and crate a new list style that will appear in your Styles on your Home tab, and can be used for lists in just this document, or documents from now on.

We’ve learned how to set up and customise bulleted and numbered lists.

Next week, we’ll look at the text you write in lists and how to make sure that works clearly and appropriately.

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. Find all the short cuts here

Do let me know if this has helped you – and do share with the buttons at the bottom of this article.

 
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Posted by on November 21, 2012 in Copyediting, Errors, New skills, Short cuts, Word, Writing

 

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Changing the language in Word comment boxes

I have already published a detailed post on how to customise your comment boxes/balloons. This issue came up for me the other day, and I wanted to note down some quick instructions. Please note these instructions are for Word 2010 and upwards for Windows and may not work in other versions.

Why are my comment balloons in a different language?

In my case, I was running a final spell-check over a document when I suddenly realised that my comment balloons were in Australian English (I realised this when the spell-checker switched over to Australian English while taking exception to a word I had not, in fact, mis-typed).

Why would this be? Well, the formatting of the comment balloons comes under its own Style, separate from normal text, so at some stage this document, or the computer it came from, or the template the author was using, had come to have Australian English as the comment box language.

How did I get it back to UK English?

How do I change the comment balloon language?

Follow the normal steps for updating the comment balloon style, so get to the styles menu by

  • Pressing Control + Alt + Shift + s all at the same time
  • Making sure you’re in the Home tab and click on the little tiny arrow at the bottom right of the Styles menu

This gives you the Styles dialogue box.

Using either of these methods, you will bring up the Styles dialogue box.

Click on the rightmost button: Manage Styles to bring up the next box: Manage Styles. To get to Comment Balloons: click on the down arrow to change As Recommended to Alphabetical:

Once you’ve got the list into alphabetical order, find Comment text, and then click on the Modify button. 

Click the Format button and choose Language

And change the language:

And then all the OK buttons to get back.

You can also choose whether this change applies only to this document, or to all documents based on this template, and add it to your Quick Styles list if you want:

Press the OK button, and carry on pressing OK buttons until you get back to your document. Now your comment box language will be whatever you asked it to be!

Why not take a look at these related topics, which should help you further?

Customising comments balloons

What to do if your comment boxes go tiny in Word

What to do if your comment boxes start running from right to left

Customising Track Changes

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. Find all the short cuts here

Do let me know if this has helped you, saved your bacon, etc. – and do share with the buttons at the bottom of this article.

 
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Posted by on November 7, 2012 in Copyediting, New skills, Students, Word, Writing

 

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My short cuts – the line space button

Today we’re finding out all about the wonder that is the Line Space button. Do you know what it does? Did you know it was even there? And did you know how many ways there are to get to the Paragraph menu …? All this and more in today’s Short Cuts!

What is line spacing and why do I need to know about it?

Line spacing defines a large portion of what your document looks like on the page. It’s all about the gaps between the lines you type. Too close together, and your document can be hard to read. Too far apart, and there aren’t enough words on the page, with all that white space glaring at you. Of course, sometimes you’re told that your work must be presented in a particular way – double line spaced is popular for both academic work and fiction being submitted to a publisher or magazine.

It’s also really useful to be able to insert a gap between paragraphs automatically, to save you having to insert one manually – and if you find you’re working on a document that has odd spacing (or, worse, inconsistent spacing!) between lines and paragraphs, this is how you sort it out.

How do I alter the spaces between lines in my document?

We’re in Word 2007 or Word 2010 now, with that handy “ribbon” containing hundreds of little square buttons. Make sure you’re in the Home tab and have a look at the Paragraph section. You should find a button with up and down arrows to the side and lines of text in the middle: the Line Space button. There’s a big version at the top of this post, and you can find it here:

When using this button, or indeed anything that changes the word, line, paragraph, page or whole document that you are working on, make sure you’ve highlighted the text to which you want the change to apply first. Then click on the button and see what choices you are presented with:

The first thing you’ll notice is that one of the line spacing options (in the top half of the box) is already ticked, and you have an option to Remove Space After Paragraph (in the bottom part of the box) which, you can see by comparing it to the line above it, implies that there is a space set to appear after each paragraph at the moment. So one useful feature here is that clicking on the paragraph and then the line space button will tell you what is already set up for that part of the document. In this case, the spacing is 1.15 (just a little bigger than single line spacing) and there’s an extra line space after each paragraph.

Let’s try changing something …

Here, we’ve changed the line spacing to 1 and clicked on Remove Space After Paragraph, so it’s flipped to saying Add Space After Paragraph (red arrows). And look what’s happened (immediately) to our highlighted text. All of the lines are closer together, and the space between the paragraphs has disappeared (blue arrow).

We can change it back and go the other way, too …

This image is at the same scale as all of the other ones, but you can see that changing the line spacing to 1.5 and adding spaces before and after the paragraphs has really spaced it out, and moved it further down the page to start off with.

Now, there’s one line in the dialogue box we haven’t looked at yet: Line Spacing Options… What does that do?

How do I use Line Spacing Options?

The Line Spacing Options … erm, option can be found between the line spacing and paragraph spacing choices:

When you click it, you’ll be given a new dialogue box, which is actually the standard Paragraph options box. It has two tabs, and the first one is Indents and Spacing:

If you want to customise your document completely, this is where you come to set the paragraph indent, and the actual distance between paragraphs. There’s a handy Preview pane at the bottom which will show you the effect of any changes you make on some sample text (circled in blue). You can also work with Tabs from here – we talked about Tabs in another session. And, if you wish, you can change everything on here and then set it as being your default setting for paragraphs for this documents, or all documents based on this template that you ever work on:

The other tab on this dialogue box is all about Line and Page Breaks:

These are topics in themselves, so I’ll write about them in another session (if I forget to come back and put a link in here, use the Search box in the right hand column of this blog, or look it up in my index).

When you’ve finished with all of these options, just press the OK or Cancel buttons to accept your changes or go back to the document.

How do I access the Paragraph menu?

This being Word, you will find the same Paragraph menu we’ve just been looking at popping up on other routes through the software. If you just need the Paragraph menu and not the Line Spacing options in particular, you can access it from any Word document by highlighting your text, clicking with the right mouse button and selecting Paragraph from the selection that appears:

Or you can access it by clicking on the little tiny arrow at the bottom of the Paragraph title bar (if that’s what it’s called!) on the ribbon (I talk about these little arrows elsewhere, too):

I hope you’ve found these hints helpful! Do pop a comment on this post if I’ve helped you learn something new or solved a tricky problem for you, and do explore the rest of my blog if this is your first visit!

Please note, these hints work with versions of Microsoft Word currently in use – 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!

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. Find all the short cuts here

 
2 Comments

Posted by on October 24, 2012 in Copyediting, Errors, New skills, Short cuts, Word, Writing

 

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Customising comment boxes in Word

A lot of people find this blog when they’re trying to sort out specific problems with their comment boxes (comment boxes suddenly going tiny, or comment box text running in the wrong direction, changing the language in your comment balloons). Here are general instructions on customising your comment boxes (or balloons, as they are officially called) in Word.

Why would I want to customise my comment balloons?

To be honest, the main reason for doing this is if something goes wrong. But the standard, default text size and layout may not be suitable for your purposes, and you might want to change it to make it more readable for someone with limited vision, etc.

You might also have preferences about which margin your comment balloons appear in, and how big they are.

The principles we are going to learn about here also apply when you want to customise the general styles in your document, which we will look in particular another time.

If you take a look at a document with standard comment boxes, you will see they look something like this:

Annoyingly, you will need to go to three different places to make these changes. I provide a recap at the end, but a summary might be useful here:

  • To change the location and size of balloons: Track Changes – Track Changes Options
  • To change the size, font, colour etc.of the heading (Comment M2 etc) AND/OR the size of all text in the comment balloon: Styles – Balloon text
  • To change the font and colour of the actual paragraph of text in the balloon AND/OR the size of all of the text in the comment balloon: Styles – Comment text

Note: my article on customising Track Changes will tell you how to change the colours in which the comments and corrections by different reviewers appear.

How to change where your balloons appear and their size

If you want to change which margin your balloons appear in, their size, and whether they are linked to the text by a line, you must go into the Track Changes Options menu. In the Review tab, click on the little arrow at the bottom of the Track Changes button and bring up Track Changes Options. There, at the bottom, is your balloons section:

I think this is fairly self-explanatory.

How to find the menu for customising comment balloon text

There are two ways to reach the menu you need:

  • Press Control + Alt + Shift + s all at the same time
  • Make sure you’re in the Home tab and click on the little tiny arrow at the bottom right of the Styles menu

Either of these options will bring up the full Styles dialogue box.

Using either of these methods, you will bring up the Styles dialogue box.

Now, ignore all of it except the three buttons at the bottom. Click on the rightmost button: Manage Styles to bring up the next box: Manage Styles. When you first open this window, the sort order is in what Word thinks is a useful order: As Recommendedclick on the down arrow to change it to Alphabetical:

Once you’ve got the list into alphabetical order, it’s relatively easy to find Balloon Text (note: not Comment text) and you will see that it then confirms how you have your text set up (blue circle).

Click the Modify button … Now you can change your font and font size. You’ll notice lots of other options (blue circle) to change the spacing, etc.

I’m going to change the font size, font, orientation and colour of the comment box heading, and the size of the text:

Note: As we will see, the changes in colour, font and italics etc. only apply themselves to the heading of the comment text, where it says “Comment: L1”. Why? Because it’s Word, and we are changing, very specifically, information about the Comment Balloon itself. See below for how to change the text in the comment balloon. EXCEPT, and here we may tear our hair out a little, this IS where we change the text size in the comment box .

Note, however, (blue arrow) that this does not change the size of the text itself – that is controlled from Balloon Text, and you’re just going to have to remember that, or look at the Recap I’ve written at the bottom!

At this point in either menu option, you can also click on the Format button and change all sorts of aspects:

Now, you probably won’t want to go to this level of fancy detail with the comments balloons, but, of course, this dialogue box is not only for changing the style of comment balloons: it’s also where you set up all of the styles in your document if you want to change and customise them.

You can also choose whether this change applies only to this document, or to all documents based on this template, and add it to your Quick Styles list if you want:

Press the OK button, and carry on pressing OK buttons until you get back to your document. Now, your comment will appear in the style you have chosen. If you’ve only chosen to amend the Comment Balloon text size, only the header will have changed:

If you’ve chosen to customise the Comment Text as well, you will have made all of these changes:

Now your comment boxes have large, easy-to-read text in a useful colour. and a very fancy heading. We’ve customised your comment boxes or, as you now know to call them, your comment balloons, and the comment text

A quick recap

  • To change where the balloons appear, and their size, use the Track Changes Options section in the Review tab
  • To change the size and orientation of the comment balloon header text, and/or the size of all of the text, use the Comment Balloon option in the Manage Styles list
  • To change the colour and font of the comment balloon text, and/or the size of all of the text in the balloon, use the Comment Text option in the Manage Styles list

Why not take a look at these related topics, which should help you further?

What to do if your comment boxes go tiny in Word

What to do if your comment boxes start running from right to left

Changing the language in your comment balloons

Customising Track Changes

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. Find all the short cuts here

Do let me know if this has helped you, saved your bacon, etc. – and do share with the buttons at the bottom of this article.

 
131 Comments

Posted by on October 19, 2012 in Copyediting, New skills, Students, Word, Writing

 

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Working with Track Changes in a document

Here’s the last part of my series on working with Track Changes. We’ve already learned what Track Changes is, why we use it and where to find it, and how to customise Track Changes to suit our own preferences. Now it’s time to learn how to work with a document that has Tracked Changes – i.e. how to get rid of all those marks and comment boxes and be left with a clean document with no errors.

Why do I need to work with Track Changes in a document?

These instructions will be useful to anyone who has their work edited, critiqued or otherwise commented on by other people. For example, I work in Track Changes with all of my student customers, because they need to see what I’m suggesting they should change so they can make the decisions and retain their understanding and authorship of their own texts.

If a text has Track Changes on it and you want to submit it for your Master’s or PhD, a journal, a magazine that publishes creative writing … you need to remove those Tracked Changes so they don’t show up when someone else reads your document.

(Note: in the last article we looked at how the different views of track changes don’t actually delete the changes – review this article for more information in the section “How can I change which changes I can see?”)

How do I remove the Track Changes markup from my document?

To get back to basics, you’ll find all the buttons and drop-downs you need in the Review tab in Word 2007 or 2010 (or the Tools dropdown in Word 2003):

Review section

We’re looking at the Accept / Reject area to the right of this section, and then the New Comment / Delete area to the left.

And let’s just remind ourselves what a document with Track Changes looks like: here’s the one we’ve been working on for a little while now. Additions show up in red underlined, deletions disappear and pop into a comment box, and comments and corrections appear in different colours depending on who entered them:

Document with tracked changes

So, first of all you will need to look at each of the changes that are showing in your document and decide whether to accept or reject them. Then you need to review all the comments, make the necessary amendments, and delete the comment. Finally, you need to check that all the markup has actually disappeared, and you’re left with a nice clean document.

How do I accept changes in a document?

The area you need to look at for accepting (and rejecting) changes is that section in the middle of the Review tab that looks like this.

Accept changes button

You will notice that there’s a little arrow on the Accept button; if you drop that down you get a range of choices. Let’s see what happens if you position the cursor by the change you want to accept and hit Accept Change:

Change accepted

You can see that the word “text” has stopped being underlined and changed from red to black. You have accepted the change, and the additional text has basically become part of the actual, final version of the document now.

You can Accept and Move to Next if you want to skip through all of the changes one by one – a good option to take that ensures you don’t miss one. Or you can do this manually using those blue arrows to the right of the Accept and Reject buttons. Or, you can choose Accept All Changes:

Accept all changes

If you do this, as you can see, all of the tracked changes (but not the comment boxes) disappear.

Note: I don’t encourage student clients to do this, as I prefer them to look at every change and accept or reject it individually. However, I use this option if I have been asked to provide two versions of a document for a client: one with changes marked and one “clean” copy. It’s a quick way of accepting all the changes I’ve made and seeing what I’m left with.

You can undo any individual Accept Change or Accept All Changes, immediately after you’ve done it, by hitting the Undo button:

undo button

How do I reject changes in a document?

Rejecting changes is done in exactly the same way as Accepting changes. Obviously, if your editor has suggested a change for you, they are the expert and it’s worth seriously considering accepting it. But there could be a choice involved (with a comment box nearby explaining it) or you could be working collaboratively with a colleague and deciding to reject a change one of you has made.

Anyway, there’s a Reject button with a dropdown arrow, and the choices are the same, when you place the cursor by a marked change, allowing you to reject just that change or reject it and move on to the next one …

Reject change

When you reject this change, you will see that the text will revert back to what it said originally, with a word missing. The insertion has been deleted, and again there is nothing there in red or underlined, but that’s because it has been removed from the document.

reject change - text altered

And again, you can decide to Reject All Changes (not if I’ve made them for you, though!), in which case …

reject all changes

all of the changes (but not the comments) will disappear and you’ll be left with your original textt, just as it started out. Of course, you won’t want to do this if you’ve asked an editor to offer their suggestions, but you need to know what this does and how to use it.

How do I remove the comments in a document?

OK, so we’ve gone through all of the changes in the text and accepted or rejected them. Now how do we get rid of all those comments in the margin?

The area for doing this is on the left of the Review section. You will see a series of buttons for handling comments:

comments buttons

The important thing to remember here is that, like with the accept or reject changes functions, you need to have the cursor on the affected text when you choose to delete the comment.

deleting a comment

When you press the Delete Comment button, both the highlight in the text and the comment box in the margin will disappear:

comment deleted

You can choose to Delete all Comments: I suppose this would be useful if you’ve reviewed all the comments and done what they say, although personally I like to review a comment, do what it instructs, then delete the comment individually, and that’s how I would always recommend you work through them.

Anyway, once you have accepted or rejected all the changes, and deleted all the comment boxes, you should be left with a clean, amended text with no coloured or underlined text, no lines in the left hand margin, and no comment boxes:

clean copy

Why can’t I make all the Tracked Changes disappear?

You may sometimes find that there are some sneaky bits of markup left in your text once you’ve done all the above. This usually shows up as lines in the margin where a small change has been made.

The other culprit is thinking that you can use the Final Showing Markup menu to hide the track changes. You can’t. Any method you use to customise track changes will only appear in your own version on your own computer. Several of my clients have reported that they have turned off Track Changes, then all the changes have “reappeared” when they re-opened the document. That’s because they had chosen the Show Final option, thinking they had removed the markup but really only hiding it on their version of the document.

As I mentioned at the beginning of this article, review this paragraph under the heading “How can I change which changes I can see?” for more information on this aspect of customising track changes..

In summary: the only way to remove Track Changes markup is to:

  • Go through each change
  • Decide whether you accept it
  • Accept or reject it
  • Move on to the next item
  • Review the comments and do whatever you are instructed to do
  • Remove the comments once you have reviewed them

If any last vertical lines then remain in the left hand margin, it’s fine to hit Accept all Changes, which will get rid of them once and for all.

———-

This article has taught you how to work with a document that has been marked up using Track Changes. You can read more about what Track Changes is and why we use it, and learn how to customise Track Changes.

If you have found this article useful, please share or “like” it using the buttons below, or leave me a comment to tell me what you think. Thank you!

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.

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

 
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Posted by on October 10, 2012 in Copyediting, Errors, New skills, Short cuts, Word, Writing

 

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Customising Track Changes

So how do I customise Track Changes (and why would I want to?). Previously, we learned about why you might want to use Track Changes and how to find and use it to delete and add text and make comments. Now we’re going to go one step further and customise it all (and you can also find out how to work with a text that contains tracked changes).

So, here’s our original text with some changes tracked that we created last time:

Why customise Track Changes?

Customising Track Changes basically makes things more comfortable for you and means you can work in a way that suits you. For example, some people like to cross out text in a document, like if you were editing a written manuscript, while others like to remove the deleted text altogether and place it to one side.

Please note: This is customising your view of the document. It’s personal to you, your computer and your document. When someone else opens the document, they will not necessarily see what you see, especially if you’ve customised it away from the defaults. Note this, because it becomes ever so important later on …

How do I customise Track Changes?

Your key area for this is the Review tab, then the section marked Tracking. You can change three things:

  • Tracking Options themselves (the colours and fonts that mark the changes)
  • Balloons (whether changes are marked within the text or to the side of it)
  • Final showing markup (which changes show in your version of the text)

We’ll look at these in turn, and also at what happens when more than one person makes changes to the document.

How do I change the tracking options?

To change the tracking options you need to click on the little arrow at the bottom right of the Track Changes button. This gives you another way to turn Track Changes on and off, a menu item to click to access the tracking options, and a final item we’ll look at later on.

For now, let’s click on that middle menu item. Up pops a great big dialogue box with all sorts of things to change:

I think this is fairly self-explanatory. On the left hand side, you can change how the text appears when you do something to it (underline, double underline, etc.) and on the right hand side you can change the colour.

Let’s change some things …

So here we’ve changed insertions and deletions to double underlines and double crossings-out and the comments to blue. Watch what happens to our text (actually, the crossing-out won’t show up until the next section … )

Because the crossings-out are shown in balloons, not in the text, we can’t see them. But that will all change …

How do I customise the balloons?

Now we’re moving on to talk about what appears in balloons and what appears “inline” or in the text itself.

Important note: This is not how you change what comments themselves look like. For that, you will need to see my posts on comment boxes.

The menu we need here is the next one to the right of the Track Changes button, called, inventively, Balloons:

At the moment, Show Revisions in Balloons is ticked. Note that to change between the options, you need to tick the one you want – no unticking allowed! Try ticking Show All Revisions Inline:

and watch what happens to the document. Gone is the right hand margin, gone are all the balloons, and instead you can see what has been crossed out, and you can only read comments by hovering the mouse over the note indicating there is a comment:

Now, personally I don’t like it looking like this, but some people do.

For more information than you would ever want on how to further customise your balloons, please see my article on customising comment text.

How do I change which changes I can see?

You can review particular changes individually using the next button along: Show Markup. Drop it down and you can see that you can choose to see various kinds of correction, and also only changes made by a particular person:

I don’t think I need to show you examples of all of these – have a play with them and you can see what’s what.

Above this menu item is Final Showing Markup. Now: this is important. Yes, you can choose how you view the document …

For example, you can choose Final and you’ll see the document in its final form with no changes showing:

But: REMEMBER – this is all about what YOU can see. The Tracked Changes have not gone away: they’re still on the document, just hidden. So if you send the document to someone else, they can change their view and see all your changes and comments! Eeps!

You can only “get rid” of changes and comments by accepting or rejecting them, individually or en masse, and that’s a job for next week’s post.

How can I tell which reviewer has made which comments?

If more than one of you is reviewing the document, Track Changes  makes it easy to see who said what. All you need to do is make sure that the “by author” option is chosen in Tracking Options …

… and your comments and alterations will appear in different colours:

Again, avoid telling the other person, “Oh, my comments will appear in blue”, as it’s up to the individual and their own computer as to what colours will appear.

How do I change my initials in comments?

If you want to change your initials in the comments, perhaps because there are two reviewers with the same first initial, you need to go back to Tracking Options and choose Change User Name. This will bring up the Word Options dialogue box, and at the bottom you can change the initials that appear in the comments balloon:

Next time I make a comment, my initials have changed!

However, please note that when I change L to LB here, the change takes effect from that moment, and is not applied retrospectively. Well, you can’t have everything!

A final note

You may want to pin some of your most common choices to the Quick Access Toolbar – read this article to find out how.

So, we already knew how to find Track Changes, today we’ve learned how to customise Track Changes so it works just as we want it to. Next time, we’ll be talking about how to work with the Track Changes you, or someone else, has applied to the document, leaving it nice and tidy and clean! And there will be a separate article on formatting comment balloons, coming soon. In the meantime, if you want to customise the text in your comment balloons or it goes all small or runs from right to left, click on the appropriate links to find out what to do.

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.

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

 
74 Comments

Posted by on October 3, 2012 in Copyediting, Errors, New skills, Short cuts, Word, Writing

 

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Track changes – how to find it, how to use it

This is part of my series on how to use Word to the full to get what you need out of it.  Today we’re going to talk about why you might want to use Track Changes, how to find it and how to start using it. Next time, we’ll look at customising Track Changes, then working with the changes that have been tracked and ending up with a nice clean document.

Why use Track Changes?

Track changes helps you collaborate with someone else on your text – or mark it up for yourself. Reasons you might use it:

  1. Two or more people are collaborating on a document. You want to know who’s written what, and comment on the work
  2. You’re editing someone else’s work. I use Track Changes when working with students, so that they can see what I’m suggesting and make the decision as to whether to accept or reject my changes, thus retaining their control over the changes and the authorship of the text
  3. You’re editing your own work – you can see what you’ve deleted and added, or leave notes for yourself, just like working on the paper manuscript

How do I find Track Changes in Word 2003?

Like with most features, once you’ve found this in the menu system, it works the same in 2007 and 2010. This is how you find Track Changes in Word 2003: Go to the Tools menu, drop it down, and select Track Changes.

Finding Track Changes in Word 2003

How do I find Track Changes in Word 2007?

Go to the Review tab, and you will find the Track Changes options half way along the ribbon:

How do I find Track Changes in Word 2010?

This works the same as in Word 2007 – go to the Review tab and you’ll find the Track Changes options half way along the ribbon. The rest of the screen shots will be from Word 2007 but apply equally to Word 2010, as it works in the same way.

How do I turn Track Changes on and off?

You will see a big button marked Track Changes. Don’t worry about the little arrow in the corner for now, just press the button. It will go yellow, and this means Track Changes is turned on, and everything you do to the document from now on will be marked on the document.

If you want to turn Track Changes off, press the yellow button again and it will turn grey. From now on, anything you change will NOT be marked up.

What happens when I delete and add text with Track Changes turned on?

When you add text to the document (marked in blue) it will insert in a different colour, and underlined (note: the colour may not always be red. See the article on customising Track Changes for why and how to change it). When you delete text from the document (marked in red), it will either hook it out of the document and stick it in a balloon to the side of the text (as here, and how I like to do it), or cross it out in the document itself (see the Word 2003 example below). Again, you can choose which it does, and we’ll look at that next time.

How do I add a comment?

Sometimes you might want to add a comment to the document. This is helpful if you don’t understand what the other author is saying, or if something just needs to be commented on. You might want to leave a note for yourself in the margin.

When you want to do this, highlight the text you want to comment on and press the New Comment button in the ribbon. A comment balloon will appear in the right-hand margin, where you can type your comment.

Note, sometimes the text in this box comes out tiny or running right to left, especially if you are commenting on someone else’s document. See those links in the previous sentence? Click on those for how to solve both these problems.

You can pop back into the comment balloon at any time to edit what you’ve typed there.

And what does this all look like in Word 2003? Like this (note the crossed out deleted text):

In the next two posts, we will be looking at how to customise your Track Changes markup, and how to deal with a text containing tracked changes and comments.

Thanks to Kathy O’Moore Klopf for the Word 2003 screen shots!

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 … and do share or post a comment if you have found this useful!

 
12 Comments

Posted by on September 26, 2012 in Copyediting, Errors, New skills, Short cuts, Word, Writing

 

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My short cuts – automatic formatting as you type (and how to get rid of it)

My short cuts – automatic formatting as you type (and how to get rid of it)

In this post we looked at AutoCorrect, and automatic formatting is really an aspect of AutoCorrect – although I find it’s more annoying than useful, I have to admit. In this post I’ll show you where to find auto formatting, what it does, and how to turn it off.

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.

What is automatic formatting?

Automatic formatting is basically Word trying to be helpful. Instead of a Paperclip Man or cartoon dog popping up in the corner of your screen, it will try to guess what you’re doing and format it to what it thinks you want. This can be very useful, or it can drive you mad, depending on context.

Where do I find the AutoFormat menus?

AutoFormat lives on a set of tabbed menus alongside AutoCorrect. For full instructions on how to access AutoCorrect, see my article on AutoCorrect and where to find it, or if you’re confident, do this:

  • Word 2003: Tools – AutoCorrect Options
  • Word 2007: Office button – Word Options – Proofing – AutoCorrect Options
  • Word 2010: File tab – Options – Proofing – AutoCorrect Options

When you’ve done that, you should see a window that looks like this:

AutoFormat tabs in the Autocorrect window

The two features we’re interested in are AutoFormat and AutoFormat As You Type.

What is the AutoFormat menu for?

Let’s look at the AutoFormat menu first. Click on the relevant tab in the AutoCorrect Options window and you’ll see this:

AutoFormat menu

This is how you tell Word what you want to automatically format – however, whatever you change here doesn’t affect AutoFormat as you type. In fact, if you search on Google or in Word’s own help menus, it’s hard to find out what to do with this menu. I can tell you, after exhaustive research, that this menu is used to format your document after the event, at the end, when the document has already been created.

By pressing OK, you will apply all of the automatic formats that you have ticked to the document in question. You can pick and choose which ones you apply, and they are all pretty self explanatory, and you can ask it to retain the styles already set up in the document if you want to.

What is the difference between AutoFormat and AutoFormat As You Type?

AutoFormat is used to format the document after it’s been written. This is particularly useful if you’re sent a document to use which has the “wrong” quote marks, etc. AutoFormat As You Type is used when you’re creating a new document, so you can automate the format and make it consistent as you go along.

What is the AutoFormat As You Type Menu For?

The AutoFormat As You Type menu allows you to choose what Word helpfully automatically formats for you. Let’s have a look at the menu: just click the relevant tab if you’re looking at AutoCorrect or AutoFormat.

AutoFormat As You Type menu

You can see that there are lots of options here – most of them are pretty self-explanatory, especially as they give examples by each tick box. The ones that cause most issues, in my experience, are

Replace as you type: Internet and network paths with hyperlinks

Apply as you type: automatic bulleted lists / automatic numbered lists

Let’s look at what these do in your document … and then how you can stop this if you want to.

What does AutoFormat As You Type do?

As I said before, AutoFormat As You Type tries to be helpful. It particularly likes helping you make nice neat lists. So if you start some bullet points by typing a * or

and then a space, for example, it will turn them into bullet points for you!

Notice the little AutoCorrect Options icon appearing to tell you what Word’s doing. When you type some text and hit Enter, you’ll automatically be given a new bullet point to start you off:

(You escape from this treadmill by hitting Enter twice at the end of your last list item.)

If you start typing a list by putting a 1. at the beginning of a sentence …

… when you press the space bar, it assumes you’re writing a list and helpfully indents it:

and when you press Enter at the end of that line, it helpfully numbers the next line for you:

As you can see, you do need that full stop after the number, otherwise it doesn’t “realise” you’re writing a list.

It does it with letters, too, which is all well and good, until you happen to start the line with the letter A, but you don’t want to create a lettered list. What do I mean by this?

Well, in my case, I do a lot of transcription. I need to type the person’s name (usually initial and surname) followed by what they said. If it’s a name that begins with anything but A, that’s fine. I type the initial and full stop and carry on, and all is fine:

However, if their name begins with an A, I type my A.:

and Word springs into action, handily giving me that little icon to show that it’s making me a list.

OK, I can click on the little AutoCorrect Options icon and change the settings from there …

But it’s still rather annoying.

Automatic hyperlinked URLs and email addresses

The other annoying “feature” is when Word automatically turns any URL or email address you type into a hyperlink, complete with attractive text colour change and underline. This is all well and good if you’re typing a document that will be looked at on screen and you want the reader to be able to click through, but if you’re just happening to type an email address into the dialogue in your novel …

… you don’t want it to do this:

(You can tell it’s a novel: I’d never not reply to an email!)

How do I stop Word applying AutoFormatting As You Type?

It’s simple, fortunately. Go back to that menu and untick the items you don’t want Word to AutoFormat. Make sure you also click on OK before closing the window:

Now you can type whatever you want and Word will leave it as it is, and won’t try to “help” you.

Hooray!

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!

Why don’t you take a look at my other useful short cuts here

 
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Posted by on August 22, 2012 in Copyediting, Errors, New skills, Short cuts, Word, Writing

 

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What to do if my comment boxes are running right to left

A friend of mine had this issue this week, and then I did, too. Both of us were working on documents that originated from Arabic-speaking countries, and this is where I usually see this problem. It’s hard to describe, but completely obvious if you’ve ever experienced it: you’re using Track Changes to mark changes in a document, you go to write a comment in a comment balloon / box, and the text runs from right to left instead of left to right. Sometimes even the word order is reversed. It looks something like this:

The cursor is at the wrong end of the line of text, it’s all justified to the right, it shows oddly as you type, and editing it is a nightmare. So how do we change the orientation of the comment text?

Changing the orientation of comment text in Word 2007

What we want to do is change the comment box text from wanting to run right to left to making it want to run left to right. And the easiest way I’ve found to do this is to add a secret little button to your Quick Access Toolbar, then use that to sort out your text. Go to my article on how to add buttons to the Quick Access Toolbar if you need a refresher (or note that you click the down arrow on the QAT at the top of your screen then choose More Commands).

When you get to the part on the Customize Screen menu where you choose the button to add, type L to get near the right place and/or scroll down until you come to Left-to-Right Text Direction and add that to the Quick Access Toolbar.

Now you will have a button on your QAT which looks like a paragraph mark with an arrow next to it. If you hover the mouse cursor over it, it will announce to you that it’s the Left-To-Right Text Direction button. Make sure your typing cursor is in the comment balloon and press this button …

And now your text in your comment balloon should be the right way round (for you):

Please note: you will have to do this for each comment box you create. But it’s only a matter of pressing one additional button, and it WORKS reliably, where fiddling around with the Styles really won’t always work (I know: I’ve been there).

Changing the orientation of comment text in Word 2010

Now, this works just the same in Word 2010, apart from the fact that the button has a different name and a different appearance! Of course!

So when you have reminded yourself how to add buttons to the Quick Access Toolbar if you need a refresher (or note that you click the down arrow on the QAT at the top of your screen then choose More Commands), you will need to start by typing an L and/or scrolling down, but this time you’re looking for Ltr Run.

And when you want to change the orientation of your text in your comment balloon from right-to-left to left-to-right, you’ll need to click on the little green blob (although, again, it will admit that it is the Ltr Run button if hovered over):

Again, please note: you will have to do this for each comment balloon you create. But it’s only a matter of pressing one additional button, and does WORK reliably, where fiddling around with the Styles really won’t always work (I know: I’ve been there in Word 2010, too).

And if you’re using a Mac? Well, apparently you can’t do it, and will need to send it to a friend with a PC. But if you know better, do let me know!

… and if that doesn’t work …

It’s always worth trying copying and pasting your text into a new document. And if that doesn’t work, here are two more methods to try.

Changing the balloons one by one using Style Inspector

Put your cursor in the offending balloon. In the Home tab, go to Styles and click the down arrow in the bottom corner. Then, instead of Manage Styles, click the second button along, Style Inspector:

8 alternative

This will make a little dialogue box come up. Click on the top A button (marked with an arrow) and the Paragraph Formatting box should change to Normal.

9 alternative

Close the box and OK everything else until you’re back with your document, and your comment box should be the right way around! You will need to apply this per comment balloon, but it’s less drastic than this one …

Delete the styles

We also found this more drastic way. Thanks to Mr. Libro for finding this workaround.

Go to the Home tab, click the Styles down arrow and select Manage Styles (the third button):

10 alt 2

Put the list of styles into alphabetical order by clicking the dropdown arrow and choosing Alphabetical:

11 alt 2

Find your three Comment styles and delete them IN THIS ORDER: Comment Reference, Comment Subject, Comment Text (otherwise Word is liable to crash):

12 alt 2

Press Delete then confirm that you’re sure:

13 alt 2

You can just go back to the list each time. Watch out – your place in the list may well jump around and you may have to scroll up or down to find your style.

Delete Comment Text as the last one (you will see that the others grey out) …

14 alt 2

And then press OK until you’re back at your document. All of your comment boxes will now be the correct way around.

————

Want even more detail on how to customise your comment boxes? Read my article on customsing comment boxes!

Related posts: What to do if my comment boxes go tiny in Word.

Changing the language in your comment balloons

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!

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. Find all the short cuts here

 
70 Comments

Posted by on July 11, 2012 in Copyediting, New skills, Short cuts, Word, Writing

 

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