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Category Archives: Word

Why has my proofreader not edited my bibliography?

editsWhen you hire a proofreader to work on your thesis or dissertation, you can expect them to make suggestions on changes to layout, consistency in headings, capitalisation and titles, grammar, spelling, word forms and sentence structures, up to a point (past that point being considered plagiarism). But in a few cases, you will find that your proofreader has not worked on your bibliography.

I’ve written this article to explain why I might not have worked on your bibliography. Different proofreaders / editors will go to different extents to work on your content. I tend to have a light touch, because I want to protect myself – and you – from any whisper of a hint of possible wrong-doing. Passing someone else’s work off as your own is the basic definition of plagiarism (whether that’s not referencing a quotation from a source or asking someone to rewrite your text considerably), and unfortunately, some bibliographies need an amount of work which, if done by your proofreader, would constitute them doing work that you should be demonstrating you can do.

PhD theses and Master’s dissertations are not just assessed on their content and novelty. One of the things the student needs to demonstrate is that they are able to create references and a bibliography which has the requisite amount of detail and is consistent in its presentation of that detail. So, if I change too much in your bibliography, it will appear that you understand and have applied knowledge that you actually haven’t done.

We all know that bibliographies are a bit of a pain to get right. But you need to demonstrate that you can get it right, and if I get too much of it right for you, it’s not you that’s done the work at the end of the day.

It can be hard to understand the rules of creating and laying out a bibliography. Of course, it’s the last thing you want to mess about learning at the end of however many years of study and writing up. That’s why I don’t leave my clients stranded – I will tidy up 1-5 pages of the bibliography and provide guidelines on how to make the rest of it consistent, so that it’s your work that shines, and not mine.

I want to protect my clients and myself from any accusation of plagiarism, so if I find I have a very inconsistent set of entries in front of me, and I’m going to need to change something in more than about 1 in 5 entries, I will send the bibliography back to you unedited, with notes explaining why and what you need to do (and now, linking to this article). I don’t do this because I’m running out of time, or I’m lazy, but to make sure that you’re showing your abilities to your examiners in the best light possible, to make sure you get the result at the end of your postgraduate course that you deserve.

Related posts on the Libro blog: On plagiarism, Referencing, Referencing for academic writing, Resources for students

 
 

Working as a professional transcriber

In  previous posts I’ve talked about why it’s necessary for humans (rather than machines) to do transcription work and how to work out if this is a career for you. This article goes into more detail about the technology you can use to help you, and how to produce a professional transcription that will bring you repeat and recommended business.

Technology for transcription work

The first thing you need is a word-processing package, of course. I use Microsoft Word. Then you need some software to manage your recordings. I use NCH ExpressScribe. It’s also a good idea to sign up to (the free options of) services like Dropbox and YouSendIt, and to be aware of these services, as the audio files people will want to send you might well be very large – too large to send by email attachment.

Why do I need to use transcription software?

When I mention transcription software, some people think I sneakily use special software to do the actual transcription! Not at all! What ExpressScribe does is allow me to

a) manage my transcriptions – I load all the ones I have to do into the software and I can see how long they are and keep my place in them. As I complete them, I delete them from the software (they’ll still be in my files on my PC, though).

b) manage aspects of the tape like the loudness and speed of the tape (if people are talking really slowly, I can speed the tape up slightly and get through it more quickly)

c) start, stop, rewind and fast forward the tapes using the function keys on my keyboard (or any other keys I choose to assign – I messed around with this a bit and did move one function key that I kept hitting by accident, causing the tape to slow to 50% speed!). You can connect the software to a USB foot pedal if you need to save keyboard movements and use your feet to stop and start the tape.

NCH express scribe

How can Word help me to transcribe faster?

The way Word can really help  you is through the use of shortcuts or AutoCorrects. I have written two articles about these previously (what it is and how to find it and how to use it to speed up your typing).

Basically, you need to get good at:

  • Identifying commonly used words or phrases, especially
    • longer sets of words or phrases
    • words that you stumble over typing, however short
  • Assigning keyboard shortcuts to them that you can remember when you’re typing

In this way, you can type something like:

v imp to give envl pons to all ppl in the group to save the env.

and have Word turn that into:

Very important to give environmental responsibility to people in the group to save the environment.

I’ve saved almost 50% of the keystrokes needed to type that sentence there, which does build up over the course of 20 pages of transcription!

How can people send me big audio files to transcribe?

Your clients have four options for sending you their audio files. You’ll just be sending nice, neat Word documents back, but their files might be enormous!

  1. An ftp server – this looks scary but is used by some of the larger corporates I work with. They will place the audio files on their own server. You will log in and download the file onto your own computer, then either upload the transcription or email it to your contact.
  2. Zipping – this will work for small files but a huge .wav file will still be too large for this method. Your client should be able to right click on the file in their own Windows Explorer (or Mac equivalent) and choose “Send to zip file”. This will make the file small enough to send. You will need to unzip it at your end – download the file, right click in Windows Explorer and choose “Extract”.
  3. File sharing – a file and folder sharing service like Dropbox will allow your client to save their file in a special folder that can be shared with your email address. Dropbox acts like another folder on your system, and means that you can access the file and save it into your transcription software from the shared folder. You need to have Dropbox installed yourself before you do this but you can get a free version.
  4. Download services – there are millions of these around, but I usually recommend http://www.yousendit.com as I’ve found that easy to use and reliable. Here, the client uploads their file to the service, enters your email address and the service emails you a link from which to download the document. Watch out, as many of these have a time limit, so get it downloaded as soon as you know it’s there! I have an account with YouSendIt for sending large files, but most of these do not require you to have an account, and the client should be able to send up to a certain file size for free.

All of these options have advantages and disadvantages. Many of my clients know what to use, but some need advising, so it’s worth being aware of the options. For options 1 and 4, it’s worth waiting a little while from when the client tells you they’re uploading the file, as it can take a while to get up onto the server and back to you, so if you’re too eager to download, you might end up with half a file!

Producing a professional transcription

I have many regular transcription clients and they recommend me on to their friends and colleagues at a remarkable rate, too. I’ve asked them what differentiates me from other transcribers, and it comes down to this:

  • I check the client’s requirements up front
  • I produce an extremely accurate transcription
  • I produce a transcription with time stamps and other features to make it easy for the client to work with the text

of course, I’m super-reliable and always set appropriate expectations, but that’s part of being a good freelancer, not specific to transcription.

Establishing client requirements

It’s important to establish what the client wants out of their transcription right from the start. I will always send my clients a list of questions. These include:

  • Do  you want time stamping every 5 or 10 minutes, or at all?
  • Do you want me to record every single word, pause, um and er / smooth out the worst bits / rewrite the text in clear English?
  • Do you want American or English spellings?
  • Do you need your questions written out in full or just in note form (for journalists and researchers)
  • Do you have any other requirements – questions in Italics, speakers’ names in a particular format (for conferences) etc.
  • Do you have a list of conference attendees and session / paper titles (for conferences)

Once I’ve established these, I will make a note of them and obey them!

Being accurate

Your client is paying you to take down what’s on the audio file for them. Often they won’t be able to check the whole thing. I believe it’s important to:

  • Listen carefully and take down the words as accurately as you can
  • Look up band names, place names, company names and other things they mention
  • If you can’t hear something, don’t guess – make a note (see below)
  • Read through the transcription when you’ve completed it
  • Run a spell check over the document when you’ve finished

I do also warn my clients that any company names, brands, album titles etc. may not be accurate and should be checked. You can’t check everything. But you can make sure you spell that village in Somerset or Kazakhstan correctly (if you can’t type Kazakhstan quickly, create a shortcut!).

Making your transcription as professional as possible

It’s relatively easy to provide a professional transcription that will please and impress your client.

  • Give the transcription a sensible title and file name
  • Type it out clearly using a clear font and a fairly large size
  • If people are talking in great slabs of text, divide it up into paragraphs at natural breaks
  • Mark time stamps at 5 or 10 minute intervals – new line, 05:00, new line, carry on the text (with no capital if it’s half way through a sentence)
  • Mark places you can’t hear like this: insert a note in square brackets with the time of the unclear section: [unclear 32:44] (unless the client requests a different format – I have one who prefers <unclear 32:44>
  • If the audio file is 50 minutes long and there’s a 5 minute gap while the interviewee goes off to answer the phone, or it finishes at 45:30 and then all you can hear is your journalist putting the phone down, sighing and typing, only charge for the audio you transcribed. It’s a nice and ethical touch.

In this post I’ve talked about the technology and details that will help  you to be a popular and professional transcriber. I hope this has been helpful – do let me know if it has, or if you have any other advice for a new transcriber!

If you want to learn more about Transcription as a career, buy my book: A Quick Guide to Transcription as a Career – buy from Amazon UK or visit the book’s web page for worldwide links and news.

Related posts on this blog:

Why transcribers need to be humans and not machines

So you want a career in transcription?

Ten top tips for transcribers

If you’ve enjoyed this post, please like and share, click the buttons below here, and tell your friends!

 
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Posted by on March 27, 2013 in Business, Jobs, New skills, Transcription, Word

 

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How do you start a career in transcription?

keyboard earphonesIn my article about why we still need humans to do transcription work, I promised to give you some insights into transcription as a career. Here are some pointers to give you an idea of what you need to know in advance, the skills and software you need, and ways to get work in this field – plus some pitfalls to avoid.

What is transcription?

I cover this in detail in another article, but basically transcription is what we used to call audio-typing – turning recordings of spoken words into documents containing those words written down. There is quite a lot of call for transcription work of various kinds as we’ll see in a moment. But the work basically involves putting on a headset or ear phones, and typing out what you can hear on a tape.

What kinds of transcription job are available?

Personally, I’ve worked on the following kinds of transcription job, which just shows how varied it can be:

  • Journalists interviewing musicians and actors
  • Someone interviewing their elderly parent in order to write a memoir for them
  • Academics and students interviewing subjects for their research
  • Students’ role-plays for learning how to provide phone counselling
  • Presentations at international conferences
  • Panels at conferences including questions
  • Discussion panels for market research companies
  • Podcasts by one person so they can provide transcriptions to their listeners
  • Podcasts of one person interviewing another
  • Free and paid-for telecasts (phone-in sessions where people listen to a speaker)
  • Free and paid-for teleseminars (as above but with questions and discussion)
  • Content for a book, dictated in the first instance before being edited

There are also specific roles that people can take on who have particular specialised skills such as legal proceedings or letters and medical transcription.

All of these clients have had different requirements in terms of the level of detail, time stamping, etc. but all have provided variety and interest!

Am I suited for transcription work?

In essence, the answer comes down to these three points:

  1. How fast do you type? You need to be able to type really fast to be able to make enough money (see below)
  2. How careful are you with your posture? (sounds odd, but sitting in one position typing like mad for hours is the highest risk part of my job for RSI)
  3. How good are you at using Word and its autocorrect features? (this makes a lot of difference to your speed – see the section on technology below)

The best way to find out if you’re suitable for this kind of work is to practise before you’re doing a paid job. Learn from me, here! I did train as an audio typist, with a foot pedal and a tape player back in the old days. So when a journalist I followed on Twitter asked if anyone offered transcription, I went for and got the job. Fine, I did lovely fast typing but I was using Windows Media Player to play the tape, switching windows to start, pause and rewind it. That first tape took me hours! I wish I’d known what I know now about technology and how to actually do it!

Technology for transcription work

There’s quite a lot to the technology for transcription, so I’ve written a separate article about working as a professional transcriber which includes loads of detail on this and other aspects.

In essence, you will need:

  • a word-processing package
  • software to manage your recordings
  • ways to receive large files – you need to know about dropbox, yousendit and other services

How do I work out if I’m suitable for transcription work?

If anyone asks me about how to find out if they’re suitable for transcription work I tell them to do this:

  1. Record an hour of general conversation, interviews, etc. from the radio
  2. Get the technology set up (see separate article) and transcribe it
  3. Work out how many minutes it takes you to transcribe one audio minute

I’d say you’re looking for at least a 1:3 relationship here. That’s 3 minutes to transcribe one minute of tape. Not long! you cry. But that means it will take 45 minutes to transcribe a 15-minute tape, or 3 hours to transcribe a 1-hour tape. Build in the fact that you need to take a break at least once an hour, and good old cash rears its ugly head.

Can I make money doing transcription?

Here’s the thing it all boils down to:

If you can’t type fast and use the technology to boost your speed, it’s not financially worthwhile to take on transcription work.

The standard industry rate for transcription is around £0.85 per audio minute. That’s £8.50 for a 10-minute file. If it takes you 1 hour to type out a 10-minute file, you’re going to make £8.50. Before tax. But if you can get two of those done in an hour, you’re getting £17.00 an hour – not so bad.

Some companies have standard rates and pay more. Personally, I stick to that rate for one to two speakers speaking clear English in a relatively quiet room, with a turnaround time that allows me some room for manoeuvre, and I add £0.10 per minute for urgent work, extra speakers, noisy tapes, etc. And if any of my music journalist clients are reading this, yes, I give fellow freelancers a discount (and other people a discount at my discretion, based on the quality of the tapes and the time it takes me to transcribe them).

There are internet job boards out there trying to hire transcribers for £0.10 per audio minute – honestly. The more people accept these prices, the more they will stay. I have more self-worth than that, and even when I was starting out, I’d rather do a transcription for free in return for a reference than do hack work for a corporation paying peanuts. Rant over!

How do I get transcription work?

There are loads of sources of transcription work. I have to say that my main one is personal recommendation – strings of journalists, etc. But it’s also worth trying the following:

  • Set up a saved Twitter search for “need transcriber” and contact people with an offer. This can work – it’s how I got my first transcription client!
  • If you are near a university that has a lot of research going on, ask to put up some posters offering your services. A lot of researchers conduct interviews and need them to be transcribed.
  • Tell your editing or other clients that you’re offering this new service – I’ve transitioned clients to and from transcription services.
  • Join reputable job sites like Proz which advertise transcription jobs at decent prices.
  • Use social media and tell all your contacts what you’re doing
  • Join transcribers’ groups on LinkedIn, etc. – there are often people looking to pass on overflow work

I would strongly suggest that you don’t just do transcription work full time. It’s very physically tiring, you can get RSI from all the typing and sore ears from the earphones (I’ve got a sore ear at the moment and I’ve been doing this for years!) so add it into the mix, and remember to take a break every hour of typing!

This article has helped you work out if you’re suited for transcription work and given you some hints and tips. Have you found it useful? Please comment if you have, and let me know how you get on!

If you want to learn more about Transcription as a career, buy my book: A Quick Guide to Transcription as a Career – buy from Amazon UK or visit the book’s web page for worldwide links and news.

Related posts in the series:

Why you need a human to do your transcription

Being a professional transcriber – software to use to help

Ten top tips for transcribers

 
119 Comments

Posted by on March 20, 2013 in Business, Jobs, New skills, Transcription, Word

 

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Why you need to be human to produce a good transcription

Suitably funereal transcription kitWhen I receive a recording for a new transcription client and tell them I’ve loaded it into my transcription management software, I’m sometimes asked if that does the transcribing for me. Um, no.

While there are of course software packages out there that are very good at working with a single voice dictating, even those can sometimes struggle. I know this, because I’ve edited work that has been dictated in this way – and it can often be rife with homophones.

Why use a human transcriber?

I’ve been providing transcription services for several years now. While a machine might be suitable for taking down the words of a single, non-accented speaker enunciating clearly into a good quality recording apparatus, with no background noise, no interruptions and no acronyms or jargon, the projects I’ve worked on have included some or all of these features:

  • High levels of background noise – interviews in cafes with espresso machines whooshing and spoons clinking in cups
  • People talking while they’re eating and eating while they’re talking
  • Interruptions from waiters / room service / other members of the band or group
  • High levels of tape noise leaving me straining to hear what anyone’s saying
  • Multiple speakers including many people with similar voices around a conference table
  • Overlapping speech
  • Non-native English accents or heavy regional accents
  • Very technical content – jargon and acronyms galore
  • Creative content – album names, track names, novel titles, band names, author names
  • Requests to provide the transcription missing out ums and ers through to smoothing the English to make it read as standard English

As a native English speaker specialising in working with music journalists and non-native speakers of English, I can cope with all of these, with some rewinding and checking. I doubt that the most sophisticated dictation software could do so, as yet. I might be wrong of course (let me know if I am!).

Understanding what’s being said on a transcription

The first issue is actually hearing and understanding what’s being said. I have a good ear and a native English speaker’s ability to predict what will come next in a sentence / how sentence structures work, plus my experience working with speakers of and texts in non-native English allows me to do this for native Arabic, Chinese, Eastern European language etc. speakers. My ear can filter out background noise where sophisticated software can only go so far. And I can hear around the clink of teaspoons or glasses chinking to grasp what’s being said.

Checking the content in a transcription

When one of my journalist clients sends me a tape, I check who the musician / band is and look them up (usually on Wikipedia for the general information, as their own websites are usually a bit harder to plumb for information). When I’m working on an international conference I will seek out or be given a conference schedule, list of attendees, etc. When I’m working with technical content I will look up information on that topic.

All this allows me to produce a transcription which the client will not have to check for themselves, or if they do check it (which I do recommend), there won’t be too much to change. And I won’t be embarrassed by too many mis-hearings. Just try popping a few names of country leaders, bands or albums into a Word document and running a spell checker and imagine what an automated dictation program would do with these terms!

Speech on a tape to words in a document

Very occasionally I’ll be asked to record exactly what the people on the tape say, including ums, ahs, repetitions and pauses. At the moment, I’m transcribing some roleplays for students learning how to operate a telephone helpline. Here it’s important to capture all the nuances of the conversation and I’m splitting the utterances into sections, numbering them, and including all the ums and ahs.

Normally, my clients will require some smoothing out.

  • Most of my journalists like to have an indication of when their subject slowed down or had to mull over something and ask me to include notes of those pauses.
  • Business people producing podcasts and telecasts often want a fairly accurate transcription, but smoothed out to eliminate ums, ahs, pauses and repetitions, so they have a good product to sell or include in packages for their clients.
  • Some international conferences want to avoid embarrassment for their delegates by having their English rewritten as I transcribe to appear as close as possible to native British (or American) English
  • I have worked with authors who start off with a tape and want it to turn into something they can publish as a book (this, unlike all of the other options, involves two processes: transcription and then heavy editing and rewriting).

Why should I use a human transcriber and not a software program?

2 topsI think I’ve answered that for you now. You should also consider using a human transcriber who’s a native speaker of the language you’re having transcribed: there are websites out there where you can find very cheap transcribers; they are often not going to be native English speakers and while they will get the gist of the tape down, I’d be unsure whether they could give you the service you needed.

I’ve written another article about how to get into transcribing as a job and how to prepare yourself for what is often a fun and rather creative area of work, and one about the technology transcribers use.

In the meantime, if you’re thinking of booking in a transcriber, do have a look at my page about my transcription services, and get in touch if you want to ask about what I can do for you. I hope you’ve enjoyed this insight into a transcriber’s work! Do leave a comment if you have …

If you want to learn more about Transcription as a career, buy my book: A Quick Guide to Transcription as a Career – buy from Amazon UK or visit the book’s web page for worldwide links and news.

 
 

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How to add page numbers to a Word document (2)

We’re already learned the basics of adding page numbers to a Word document, and now we’re going to look at some more things you can do with page numbers, including:

  • how to stop your first page displaying a page number
  • how to have page numbers in different formats in your document

This will be particularly useful if you’re formatting the page numbers on a PhD or other thesis or dissertation – many of my student clients don’t know how to do this, which is what inspired me to write this series of articles.

How can I have different page number formats in different parts of my document?

Imagine that you’ve written a thesis or a book – something that has a title page (red), a contents list (blue) and then the main body of the text (yellow). It’ll look something like this …

1 the document

Now imagine that you’d like to have different page numbering for different parts of the document – for example, no page numbering on the title page, Roman numerals for the contents pages, and then the numbering continuing in Arabic numerals for the main body of the text. Look at a non-fction book or someone else’s thesis and you’ll see that this is how they’re often laid out.

How do you do this? First of all, you need to divide your document into discrete sections, using section breaks. Let’s learn how to do that …

How do I see what formatting I have in my document?

If you plan to insert section or other breaks in a document, it’s useful to be able to see what breaks you have in there already. In the document I’m using an example, I would suspect that the aurhor has added some sort of breaks to make the contents page and then main text start on new pages.

How do we check this? Make sure you’re on the Home tab and then press the Paragraph button in the Paragraph section

2 show coding

Once you’ve pressed the button, you’ll find all sorts of strange marks appear. You can also see that the new page has been started by inserting a Page Break (and not using the Enter key – hooray. If you want to know the reason for the “hooray”, read this article.

3 page break

The paragraph mark indicates a return, and the Page Break label shows that a page break has been inserted here. That’s great if you just want to start the next chunk of text on the next page, but we want to format each section differently, and this requires a section break rather than just a page break.

How do I insert a section break?

In order to insert a Section Break, we need to delete the page break first. Highlight the page break and press the Delete key or place the cursor just to the right of it and press the Backspace button. As soon as you do that, you’ll notice that the text which sat neatly at the top of the next page has jumped up onto this page. Don’t worry, it will disappear again …

4 no page break

To insert the Section Break, you need to be in the Page Layout tab (not the Insert tab, confusingly). There you will find an area called Page Setup which includes a Breaks menu:

5 breaks

When you press the Breaks button, you’ll see a menu offering several different options for the break you wish to insert – including our old friend the page break and our new friend the section break.

6 section break next page

The one we want is Section Break – Next Page. As the text explains, this will insert a Section Break and start the next chunk of text on the next page – exactly what we want to do. Choose that option and hey presto …

7 section break done

… a Section Break (Next Page) appears on your page. And the Contents page has moved back to Page 2.

Note that in this example, we’re dividing the document into three sections, using two section breaks, so we need to add one at the end of the contents list, too …

8 section break done

So now our document is divided into three sections – 1, the title page, 2, the contents list and 3. the main body of the text:

9 the document sections

How do I add different formats of numbers to different sections of my document?

Now it’s time to add those page numbers, remembering that we want no page numbers at all on the title page, the Roman numerals on the conents pages followed by Arabic numerals for the rest of the document.

We’ve seen how to add page numbers before, using the Headers and Footers on the document. We’ll do that in a moment. But this time we need to do something else first: we need to remove the association between each section and make tat sure each one is independent. This will allow us to assign different page number formats to each section (and other formatting – I’ll write about this another time, but it’s the way you get your document to let you have certain pages in landscape rather than portrait orientation, etc.

How do I stop my footer having the same format as the previous section?

The trick here is to make sure that the footers do not simply copy the previous section of the document. if they do, you will have trouble making each section different. We now need to go into the second section of the document and disconnect its footers from those of the first section.

So, first of all, go into the Design tab or just left click on the bottom part of your page, below the text. In both cases, the Design tab will display and you need to look at the Navigation area. You will see that the footer automatically decides to be Same as Previous – we need to disconnect this footer from the previous one. Up in the Ribbon, Link to Previous is highlighted, reminding us that this section’s footer is linked to the previous one and providing a handy hint as to how to stop that.

10 not the same as previous

If you press the Link to Previous button it will turn from yellow back to white, you’ll notice that the Link to Previous note in fhe footer has disappeared. This means that you can format Section 2 independently of whatever’s going on in Section 1,

blog post

Note that the Header has its own ability to Link to Previous, which is separate from that of the Footer, which means that you can keep any header text you’ve added to the document working throughout the document without needing to re-insert it into each section.

Before we start getting excited about adding those page numbers, make sure you’ve done the same to Section 3, disconnecting it from Section 2. Changing Same as previous in one section won’t have any effect on the next section:

12 unlink these too

Remind me how to add page numbers …

Now we’re ready to add the page numbers to the document. Ignoring Section 1, which doesn’t need a page number, we can go into the page number add part of Section 2. Just to remind you, that’s on the Page Number area of the Design tab, and in this case we want to add a page number at the bottom of hte page, so we select Page Number then Bottom of Page and the particular position we require, so as to set up the page number position before formatting the actual numbers.

13 page numbers

Now it’s time to format the page numbers. So its back to the Page Number button but we choose Format Page Numbers

14 format page numbers

You will see on this example that the page number has automatically inserted itself on the first page of the contents (Page 2 of the document), but it has defaulted to being in Arabic numbers and to helpfully inform us that we’re on page 2 of the document. However, we want Roman numerals, AND we want it to start with Page 1. So, into that Page Number format menu, and there we can …

15 format page numbers

… choose Roman numerals (top) and start at page 2, not page 2. Press OK to set those …

16 roman numeral

And look – as if by magic, the page number is now i instead of 2.

Now, for section 3, the main body of the text, we want Arabic numerals which continue from the last number in Section 2. So in this case we choose the Number Format to be the default, Arabic, opion, and tick Continue from previous section. In this screenshot, I’ve already pressed OK, so look at the bottom of the page …

16 next section

and there’s a lovely figure three.

So, to you what weve done in a colourful and dramatic way which is a bit more over the top than what we would actually want our document to look like, we’ve done this:

17 all done

And while individual institutions’ formatting rules still take precedence, this is what most of my PhD students like their thesis page numbering to look like.

In this article we’ve learned how to add different kinds of page number to different parts of the document, and more complicated formats for page numbers. If you need more of a recap on the basics of page numbering, see the article on that topic.

If you have found this article useful, please share it using the buttons below, and leave me a comment!

If you’re at all interested in my anti-cholesterol diet book which I used as an example in this document, find out more 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.

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 March 6, 2013 in Errors, New skills, Short cuts, Word, Writing

 

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How to add page numbers to a Word document (1)

This article is going to teach you the basics of adding page numbers to a Word document, using Word 2007 or Word 2010. Later articles in the series will tackle more complicated topics such as mixing Roman and Arabic numerals and making sure your first page doesn’t have a number if you don’t want it to.

Why add page numbers to a Word document?

Good question? You might have a perfectly nice, short document, that looks a bit like this ..

1 page

And you don’t really need to add page numbers. But what if it’s going to be a book, or you’re going to introduce a contents page or index? What if people are going to want to quote from it, or refer back to a particular section? Even though if they read your document on their Kindle, they might not be able to see the page numbers, these are all good reasons why you might want to give your readers some page numbers to help them navigate their way through your text.

Where are the menus and buttons for adding page numbers?

As usual, there are a couple of ways to access the menus and buttons you need for adding page numbers. But, again, as usual, they lead to the same place in the end.

Method One involves choosing the Insert tab. Once you’re there, you’ll find a section called Header & Footer, and there’s your Page Numbers button:

2 insert

Method Two involves clicking with your left mouse button in the blank space at the bottom (or top) of your page. Another way to do this is to select the Design tab, but sometimes that doesn’t show up by default. Clicking on the blank bit of the page will bring up the Headers and Footers and your Page Numbers button:

2 click footer

In Word 2003, you can find the page numbers options in the Header and Footer menu.

Now you’ve found the Page Numbers button, it all stays the same from now on, and its menu looks like this:

3 page numbering options

We’ll look at how to position your page numbers, and then how to format them (it’s best to do it this order).

How do I choose the position of my page numbers?

You will find two options for positioning your page numbers:

1. At the top or bottom of the page

2. Elsewhere in the page margins

To choose the position of the page numbers in the top or bottom areas of the page, choose Top of Page or Bottom of Page (the positions are identical for the two). Here we choose Top of Page:

4 number placement options

You can see lots of options for positioning your page numbers, including that fancy “Page 3 of 12” you’ve seen on other people’s documents. To select the position, click on the example that suits you best (you can scroll down for even more choices).

If you try out Page Margins, you will be given another set of options allowing you to insert your page numbers all over the place:

5 number placement options page margin

Again, you can scroll down for even more options.

I find that people have one or two favoured number positions and ignore the others (in much the same way that we only use two programmes on our washing machines). But it’s useful to know how to find all those extra places, in case you’re working collaboratively or with a client who has particular preferences.

Now we’ll look at some basics of formatting your page numbers.

How do I format my page numbers?

This is best done once you’ve decided on the page number position, and you can come back and format them at any time, by finding and clicking on the Page Numbers button. We’re just going to look at the basics here, with more complex choices being discussed next time.

To format the page numbers, find the Page Numbers button and choose Format Page Numbers:

6 format page numbers

Select Format Page Numbers and you’ll find some more options for changing your page numbers from Arabic to Roman (or Roman capitals) and for where to start the numbering:

7 number format

If you drop down the Number format list, you’ll find your choices laid out. You are not likely to want to use anything other than straight Arabic numerals (1, 2, 3 …) if you are just using one numbering style for the whole document; the others will come in handy when we learn how to apply different numeral styles to difference sections of the text. But the choices are there:

8 number format

Again, Chapter numbering and Continue from previous section / Start at are mainly used when you’re applying different numbering styles to different parts of your document (Roman numerals for the contents page and foreword, Arabic for the main text, etc.) but it’s worth knowing where to find these choices for next time.

So, let’s summarise and look at how to apply standard, straightforward page numbering to a document.

How do I apply standard page numbering to my document?

If you just want simple numbers in Arabic numerals at, say, the bottom right hand corner of each page, here’s how you do it.

First, click on the Page Numbers button and choose Bottom of Page, then select the example that best fits where you want your page numbers to appear:

9 basic format

Then, choose Format Page Numbers and make sure your options are set to Arabic numerals 1, 2, 3 … and page numbering to start at 1:

10 basic format

Once you’ve pressed OK, you will be back in the Footer of your document, with the main text still in grey and the page number in black, because you’re in the Footer, not the main text:

11 page number

Left click on the body of the text, and the page will reverse – the Footer indicator will disappear, your text will be in black and your number will be in grey, because it’s part of the Footer, not of the text:

12 page number

How do I insert different types of page number into one document?

In this article we’ve learned how to find the Page Numbers button and how to position the page numbers on the page and format them into different kinds of number. In Part 2 of this series, we look at adding different kinds of page number to different parts of the document, and more complicated formats for page numbers.

If you have found this article useful, please share it using the buttons below, and leave me a comment!

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 February 27, 2013 in Errors, New skills, Short cuts, Word, Writing

 

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How to highlight text in a Word document

If you are amending a Word document or perhaps working on a document with someone else (a colleague or an editor), it is sometimes useful to be able to highlight some of the text in order to point it out to your collaborator.

Here are three useful ways to highlight text in Word … and one TERRIBLE way that you will never think of using once you’ve read and digested this article.

How to highlight text by changing its colour

This can be useful if you want to mark text you want to change, edit, delete, expand, etc.

Make sure you’re in the Home tab and the Font section. Highlight the text you want to change and click on the Change Text Colour button:

1 change text colour

Choose the colour you want your text to be, and click on it. Hey presto:

2 change text colour result

This can be useful but there is a limited range of colours that are a) legible on a white background and b) sufficiently distinguishable from black. This can be particularly problematic for a reader with a visual impairment or colour blindness.

So you might want to think about using the next option …

How to highlight text using the “highlighter pen”

Just like in real life, you can scribble all over your document using a highlighter pen!. Again, you will find the Highlighter Pen button in the Home tab, Font section, next to the Change Text Colour button. You can use this in two ways:

1. Highlight your text first, then click on the button and choose a colour:

3 highlighter pen

The text you had highlighted will now appear in black with the background colour you selected:

4 highlighter pen effect

2. Place your cursor anywhere on the page and click the Highlighter Pen button. Your mouse pointer (which usually looks like a capital I unless you’ve changed it) will change to look like a pen. (Unfortunately this does now show up on a screen print. If anyone can find me a copyright-free image of this cursor change, please let me know!)

5 highlighter pen

Left click where you want to start and run the mouse pointer/pen along the text you want to highlight:

6 highlighter pen effect

The text will become highlighted as you run the pen along. Note, though, that if you use this option, your mouse pointer will keep on acting like a highlighter pen until you click back on the Highlighter Pen button and choose Stop Highlighting:

7 stop highlighting

This is all great if you just want to mark, say, chunks of text that you’ve changed so your editor can see what they need to recheck. But if you need to make any comments on that text, pay very close attention to the two methods coming up and make sure you choose the correct one!

How to highlight and comment on text the CORRECT WAY

If you want to comment on some text, the correct way to do it is this. Highlight the text and in the Review tab, Comments area, click on New Comment:

8 comment

A comment balloon will appear, and you can type your comment inside the balloon. If your collaborator wants to comment back, they can just add a new comment in a new balloon, and so it goes on.

9 comment effect

The joys of using this method are twofold:

1. You can skip through the comments using the Next Comment button and you’ll never miss one.

2. You can delete the comments you’ve dealt with, the highlighting will automatically disappear, and you’ll be left with a nice tidy document.

If you’re working with someone on a document and you want to draw their attention to something and make a comment, this way we’ve just seen is the way to do it.

How to highlight and comment on text the WRONG way

Please, don’t do this. If there’s a lovely, neat way to add comments to a document, which there is (see above), there is no need to write your comments within the text itself, like this:

10 don't do this

If you receive a document marked up like this, for each instance of a comment from your collaborator, you’re going to need to change the colour back to normal, delete the comment, or maybe add one of your own. No skipping lightly from comment to comment, but a grim stare at the document to spot the issues.

You can learn more about using Track Changes and Comments in other posts on this blog. Please don’t be tempted to try this method at home!

So, in this article we have learned how to highlight text in three good and one bad way. I hope you’ve found this useful.

If you have found this article useful, please share it using the buttons below, and leave me a comment!

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 January 23, 2013 in Errors, New skills, Short cuts, Word, Writing

 

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Table of figures and table of tables

Are you stuck trying to create additional contents pages for the tables and figures in your document? Read on for simple instructions on how to do this.

We’ve already learned how to apply headings styles and create an automatic table of contents. But what if you’ve got figures and/or tables and you want to show those in the contents pages, too? It can be a bit fiddly, and I’ve partly written this post to give myself a reference document, too.

In this article, we are going to learn the correct and easy way to do this without heartache and hideousness. I’ll devote another article to dealing with something that’s gone wrong …

Why do I need a table of figures?

It’s often useful to provide a list of the figures and tables in your document, especially if it’s a long one, like a dissertation or thesis. They should be separate from the main table of contents, and listed below.

The tricky thing is creating two lists, one of tables and one of figures. This is where people usually come unstuck. Follow these instructions and you should be OK!

How do I create a list of figures and a list of tables?

We’re going to take a few basic steps here. They boil down to:

  • Mark all your figures as Figures and all your tables as Tables
  • Create a Table of Figures
  • Create a Table of Tables

Once you’ve done that, you’ll end up with something like this:

TOF 17

How to apply captions to tables and figures

I know what you’ve done … you’ve inserted your figure or table then typed its caption underneath, haven’t you? Like everyone else in the world. But let’s make life easier for you.

It doesn’t matter if you’ve already typed in all the caption names just as straight text – let’s do this the proper way and we can move those typed captions into the correct place as we go!

TOF 1

Click on the References tab. Find the Captions section. Put your cursor where you want the caption to go (arrow), Click on the Insert Caption button.

Let’s start off with a table caption. Remember, we want to mark a difference between tables and figures so that Word can create automatic lists.

Don’t worry if you’ve already got caption text in there at the moment: do this on a new line. We can tidy things up afterwards. You might want to copy your caption text so it’s available to paste.

TOF 2You can see a drop down list which says Figure at the moment. But we want to differentiate between figures and tables, so click on the arrow on the right to drop down the list.

TOF 3… and choose Table. Once you’ve clicked, the Caption section above it will also change to read Table 1.

Now you can type the caption text straight into this box.

TOF 4

If you’ve copied the caption text you had previously entered, you can use Control-V to paste it into this box. Note: right-click and paste won’t work here, but Control-V will work.

If you haven’t copied the caption text, and you haven’t typed it in the box, don’t worry, as you will have another opportunity to insert it in a moment. Press the OK button and Table 1 and any text you’ve entered will appear below your table.

TOF 5

Now we’re going to add a figure caption.

Put your cursor below the figure and click on the same Insert Caption button. This time, choose Figure rather than Table:

TOF 6This time, just leave the Caption box blank apart from the words Figure 1.

TOF 7Now you can type the caption text in here, or even paste it in – just make sure it goes blue like the words Figure 1 (we can change that later) to ensure it’s all included as part of the caption.

Now you can go through and mark all of your figure and table captions using this method.

Modifying and formatting caption numbering etc.

You can modify your captions, especially their numbering. When you’re adding a caption, click the Numbering button.

TOF 8You will now get options for changing the numbering from 1, 2, 3 to a, b, c, etc.

TOF 9

Use the drop down arrow to pick what you want.

You can also link the numbering to your chapter numbering – so you have Figures 1-1, 1-2, 2-1, 2-2 etc. (this is particularly useful in a long and complex document where you’re referring to lots of figures, as it saves the numbering going odd if you move figures around). To do this, click the “Include chapter number” tick box then specify what you count as a chapter number (you will need to have numbered headings to make this work):

TOF 10

Creating a table of figures and a table of tables

Once you’ve labelled all of your captions correctly as I’ve shown you, you can create your table of figures and table of tables.

Let’s do the table of figures first (it doesn’t matter which order you do this in).

Create a blank page where you want your table of figures to go, or click just below your Table of Contents if you’ve already created that.

Staying on the Reference tab, click on Insert Table of Figures:

TOF 11

You will now get some options, and this is where we choose whether we want the figures or tables to be listed. We’re adding the figures first:

TOF 12

Note, Table will be the default option. Choose Figure by dropping down the menu using the arrow on the right. Table will be highlighted in blue so click on Figure. As if by magic …

TOF 13

A table of figures!

Now return down a couple of spaces in your document and do the same to insert a Table of Tables:

TOF 14

Make sure it’s on Table and click OK. Hey presto …

TOF 15

Customising your table of figures

You can customise your table of figures in the same way that you can customise a Table of Contents, choosing from a range of styles and specifying how they are laid out:

TOF 16

I’m going to write an article about this soon, so for now just note that you can choose different “looks” for the list, and you will get a preview in the pane above these drop-down menu sections.

Adding headings to the table of figures and table of tables

You will probably want to add headings to your tables. Remember to mark these as Heading 1 so they appear in your automated Table of Contents, which I’ve also added here:

TOF 17

Updating your table of figures and table of tables

If you change anything in the page numbering, document layout or captions themselves (particularly useful if you or your proofreader finds an error) or delete or insert tables and figures, you will need to update your table of figures / tables.

You do this in exactly the same way as updating a table of contents. Right-click on the table, making sure the grey highlighting shows up. Then select Update Field and then Update Entire Table.

TOF 18And that’s it.

We’ve created captions the correct way, and created tables of figures and tables of tables, done some customisation and learned how to update them.

If you have found this article useful, please share it using the buttons below, and leave me a comment!

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, Word 2010, Word 2013 and Word 2016 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

Related articles on this blog

How do you create a two-line figure caption and a one-line entry in the table of figures?

How to create a Table of Contents

How to update your Table of Contents, Table of Tables or Table of Figures

Editing and the Table of Contents

 

 
193 Comments

Posted by on December 27, 2012 in Errors, New skills, Short cuts, Word, Writing

 

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Tips for coping with writing up a PhD

mugsI have worked with many PhD students and have several friends who are in the middle of the process at the moment, or about to start off (exciting!) so here are some top tips for how to cope with the dreaded end stage: writing up, gleaned from my experience over the years.

Think of this like a chat over a cup of tea. I’m here to help, to reassure you that everyone goes through the same stuff – and that you WILL get through it.

Yes, it’s difficult, so don’t beat yourself up

Not everyone gets to do a PhD. It’s an achievement to get onto the course, it’s an achievement to gather all your data, do all your literature review stuff, grapple with statistics … and then start to write it all up.

Hopefully, nobody said it would be easy. Because it’s not. But if it was easy, everyone would be doing it! A big achievement like a doctorate isn’t worth it if there isn’t a struggle. No one’s goes smoothly, even if they say it is. I have worked with lots and lots of PhD candidates. Even the most organised and seemingly perfect person has underlying panics, lost texts, confusions, chapter sections that just won’t go right …

If you accept that it’s difficult, that it’s going to be a struggle, that it’s a major achievement you’re aiming at, you can get your head down and bite away at chunks of it until it’s done.

Everyone goes through the same stuff

I thought this one was obvious, then I realised that not many people are privileged to work with and know so many people starting off on their research career. Almost every time I tell a student that what they’re going through is what everyone else goes through, they’re incredibly relieved.

  • It’s not just you
  • Everyone gets through it
  • There is normal life at the end

It’s a bit like when I’m doing the Birmingham Half-Marathon, which I do every year. At a certain point, around Mile 10 (of 13), you start to look around and see the pain, slight sicky feeling and effort etched on everyone’s faces. But then you see the finishers walking back down the route with their medals and silver foil cloak things and you know that the end is in sight!

You will experience this

From my experience with PhD students, I can pretty well guarantee you will experience one or more of these phenomena:

  • You will get quite a lot fatter or quite a lot thinner
  • You will get paler and a bit bug-eyed. This is because
  • You will go outside less and less
  • A frown will start to etch itself on your forehead (this will go)
  • Your hair will get really long (boy or girl. Haircuts? No time! I could write a paragraph in that time!)
  • You will eat odd things
  • At odd times
  • You will get no sleep and wake up tired
  • Whenever you get a slight break (you’ve handed in a chapter!) you will sit down and fall asleep
  • You will make excuses not to see friends
  • You will see friends and end up in a frenzy of self-flagellation about not being at your desk
  • You will wake up with heavy eyes and a feeling of dread
  • Everything about the entire document will be wrong
  • You will sit down and be unable to write anything
  • You will feel like your supervisor either hates you or pities you so much – either way, they’re sending you coded messages not to continue via the comments they make (they’re not)
  • You will feel that your supervisor doesn’t care / understand (they do: they’ve seen it all before so they’re not panicking because they know you can get through it)

I can guarantee you that everyone in the whole world of research experiences many if not all of these phenomena. You are not alone!

What can you do?

This is going to sound boring, but when I tell people to do this, and they listen and do it, it does, honestly, make it better.

  • Eat as healthily as you can. Accept that offer of a casserole or a vat of soup from your housemate or friend. Take an evening to make up batches of good sauces that you can freeze and re-heat. Keep healthy snacks around.
  • Take breaks. No one can work for more than about an hour solidly without needing to refocus their eyes, get up, stretch, and think about something else for a few minutes. This will NOT eat into your writing-up time: it will make it more productive. Every hour, stand up, stretch, look out of the window.
  • Get outside – at least once a day, in the daylight. Even if you just go into the garden and jump around a bit – but preferably get off the premises and go for a walk around the block. Again, this will NOT eat into your writing-up time: it will make you more productive.
  • Take some exercise. If you are a runner or a gym bunny, keep it up, even if you have to do shorter sessions than normal. This is not the time to take up a new sport or activity, but even a good, brisk walk is great. You need to keep your body active as well as your mind. This will help you sleep better, too.
  • Give yourself a treat. Once you’ve finished a chapter or achieved something specific, have a chocolate bar, a read in the bath, an evening off. Simple things can mean a lot at this time and really help.
  • Don’t just start at one corner and work your way round. Oh, hang on: that’s ironing a shirt. Anyway, have a plan for how to write up, don’t just start at the beginning and try to write it straight through. Set up the headings and fill bits in as you go, sure, but have those headings and structures in place so you can do that (see my post on top tips for dissertations and theses for more on this).

These seem both dull and obvious, but they are obvious because they work. They work in all sorts of contexts, actually: they’re quite similar to my Home Working Rules, for example. But when you’re concentrating on a big project, you do need to be reminded of these!

No one is superhuman, no one can just sit down and write the thing, and the more you look after yourself, the more you will get done.

Get help

It’s not weak to ask for help. If you need help, ask. People will be happy to help you, and for some of this stuff, you can help yourself, too.

  • Your supervisor – if you’re really struggling or panicking, talk to your supervisor. They might act like they’ve seen it all before, but then they have. But they do care about you: they have a professional duty to you, if nothing else, and they can’t help you if you don’t tell them you’re struggling!
  • University resources – the chaplaincy, departmental support services, University support services, services for foreign students, drop in sessions at the Library – use them.
  • Proofreaders and other professionals – if you’re struggling with your writing, whether you are using assistive technology (e.g. dictating rather than typing), have issues with dyslexia, or are writing in a language that’s not your native language, there are people who can help you. If the issue is to do with your need for technology or extra support, you may be able to talk to your department about defraying part of the cost. Note: research this carefully, try to make sure you’re talking to the real person who’ll be working on your document, and get references and examples. People like me won’t look down on you: even if English is your native language, you’re fluent and have no issues it’s easy to make mistakes when you’re mashing sentences together and mixing things around. We’re here to help.

In addition, it’s worth setting up the following at the beginning of the writing up process and during the first stages.

  • Know how to use Word – I can’t say this enough – if you don’t know how to do these things as a minimum, find out before you start writing up. You do not want to be in a big pickle about this at the end of the process when you’re rushing to hand it in. I talk about lots of these in my handy Word tips blog posts and there are lots of other resources around, too.
    • Setting up headings levels
    • Automated contents pages
    • Tabs and margins
    • Page breaks and section breaks
    • Placing images in text (if you have images or figures)
    • Tables
    • Spell checking
    • Track changes (if you are going to get the document proofread)
  • Get used to saving your work regularly
    • Press that Save button all the time. Better to save too much than lose it
    • Make multiple back-ups – on a pen drive or whatever. Save the most up to date copy each time
    • Version control – if you want to keep previous drafts, number your versions so you know which is the most up to date, which has been checked by your proofreader, etc.
  • Sort out your referencing. I have a post on this for you to read. Whatever you do:
    • Keep a note of what you refer to
    • Use a notebook, Excel, Word, a specific referencing system – but keep it all in the same place
    • Record ALL the information – book publisher details; journal page numbers
    • If you’re unsure of how to reference something, do a Google search and find out how others have done it (this particularly applies when you can’t tell which is the first name and surname of an author – easily done!)
    • Find out what referencing system your department uses and learn about it now, not right at the end. You should be given information on this at the beginning of your course. If not, talk to your library rep or supervisor
  • Make a style sheet for yourself. Stick it all down on a note pad or Word document. This seems like a fussy thing to do now, but it will make everything consistent and save you having to decide each time. If you don’t use a proofreader, this will make your examiners exclaim over your tidiness and organisation. If you do use a proofreader, it will save them (and you) time.
    • Decide what kind of spellings you’re going to use (ise / ize).
    • Decide how you’re going to number figures and tables (1, 2, 3 throughout, or 1.1, 1.2, 2.1, 2.2 per chapter – I recommend the latter)
    • Decide how you’re going to number headings if you decide to do that
    • Decide how you are going to refer to common words and phrases – initials with a key at the beginning?
    • Decide what you’re going to capitalise
    • Decide if you’re going to use footnotes or in-text citations
    • Decide how you’re going to format longer quotations and make a note (e.g. 2 cm left and right margins, italics)

You can do it

If you’re at writing up stage, you will get there. I admire you, and so do lots of people. Remember …

  • It’s not easy but no one finds it easy
  • Everyone goes through the same stuff
  • Get outside
  • Seek help when you need it

Good luck!

If you’ve found this post useful, please share it using the buttons below, and/or make a comment – I love to get feedback about my posts. Also, if there’s something I haven’t covered here or a top tip for this stage, do add a comment. Thank you!

You might find these useful: Top tips for students and Word users

 
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Posted by on December 19, 2012 in New skills, Organisation, Students, Word, Writing

 

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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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