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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

 
5 Comments

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

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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

 

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

 

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Bullet points – grammar and punctuation

Last week we talked about when to use bullet points and how to personalise them. This week, we’re going to have a look at the actual language of bullet points, including top tips on making them easy to understand for the reader. There are two parts to this: word forms / grammar and punctuation.

Punctuation in bullet points

Over recent years there has been a shift towards less punctuation and “cleaner” looking documents. I remember this being called “open” punctuation, and it’s the difference between typing an address as:

1, Avenue Gardens,

Brighton,

BN1 1AA.

and

1 Avenue Gardens

Brighton

BN1 1AA

Of course there is a place for punctuation, but it can get a bit messy looking, and I’m all for clean lines as long as you don’t forget your semi colons within normal runs of text!

So, here are some things not to do. We never introduce a list in a sentence with a semi colon, and we don’t introduce a bulleted or numbered list with one, either.

It used to be the case that we included semi colons and even “and”s at the end of every line. But I think that does look old-fashioned and cluttered nowadays …

Regarding the full stop at the end of the last bullet point … well, the jury is out on that one. It’s one of those style choices that don’t have a specific rule. I’ve checked in my New Oxford Style Manual and my Oxford Guide to Plain English: the former doesn’t talk about the punctuation much at all, and the latter has some general standards to consider following.

Here are my suggestions:

  • If the bullet points come in the middle of a sentence, and it is still clear when you read that sentence even though it’s got bullets in the middle, you can
    • start each bullet point with a lower case letter
    • put a full stop at the end.
  • If the bullet points are very short and don’t form a sentence, like this:
    • Start with a capital
    • Don’t add full stops
    • Use full stops sparingly
  • It is fine to add a full stop at the end of each bullet if the bullet points are long and include:
    • More than one line of text which therefore forms a solid block when you look at it on the page.
    • More than one sentence. It would look odd to have a full stop there and not here.

In summary:

But the single most important thing to do is KEEP IT CONSISTENT within each bulleted list! If you use capital letters or lower case letters to start each bullet, keep them the same throughout. If you end the first bullet with a full stop, end each of them with a full stop.

But of course, you can use different styles for different lists, as the context demands, although I’d be wary of having wildly different ones very close together, as it can look messy.

And this point on keeping it consistent brings me on to …

Grammar in bullet points

We insert bullet points into a text to make it more easy for the reader to understand. This means that the grammar within the bullet points should be consistent, so the reader doesn’t end up scratching their head and going over and over the same bit of text, trying to work it out.

Have a look at this example, and you’ll see what I mean:

Even if the reader can understand the basic sense of this, the uncomfortable disconnect between the different grammatical forms bring the reader’s attention to the form of the text and not the meaning of its content. And that’s not what good, clear writing should do. However, this is one of the most common mistakes I find in the text I proofread and edit. Especially if the bulleted list is long, the writer will lose track part way through and start going all inconsistent.

This is what that list above should look like:

Nice and tidy: everything following the same structure.

The grammar of bullet points must be consistent and matching so that the reader is not confused. It’s a different matter with the punctuation, which is, when it comes down to it, more of a matter of choice. Personally, I prefer capital letters and no full stop in my bullet points, which is why, if you’re my client and your bullet point punctuation is a little inconsistent, you’ll find me using that as standard!

So now you know all about how to insert and customise bulleted and numbered lists, and the grammar and punctuation to use with them! I hope you have found this helpful.

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 28, 2012 in Language use, New skills, Short cuts, 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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My short cuts: full dialogue boxes for fonts, paragraphs etc.

This post was inspired by my partner, Matthew, suddenly asking me about this. Once again, I realised it was something that I and other people who work with Word know about as second nature, and assumed everyone else did, too. Apparently not!

Ever wondered what the little arrow in the bottom right corner of your Word 2007 and 2010 ribbon areas was? Wonder no more – today you will find out what they do, and how to access the font, paragraph, headings (etc!) dialogue boxes with the click of a mouse button.

Expansion arrows in the Word Ribbon

In the Home, Page Layout and References tabs on the standard Word 2007 and Word 2010 ribbons, you may notice little arrows in the bottom right-hand corner of some of the sections, for example, Home – Paragraph, Page Layout – Page Setup or References – Footnotes. Some of them are indicated by the red arrows in the image above. What do they do? Click and find out!

Basically, there is not enough room on that pesky ribbon for all of the functionality and options that Word 2003 used to show you in nice, sensible menus (one of these days I’ll share with you how to get the classic menu view in Word 2007 and 2010).

So, if you see a little arrow in the corner, try clicking it and see what different options you have. The one you’ve always wanted to be able to do might be languishing there, waiting for your click!

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

 
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Posted by on September 5, 2012 in New skills, Short cuts, Word

 

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My short cuts: format painter

Today I’m going to introduce you to a lovely quick short cut that can save what can only be described as a lot of faffing around: format painter.

We use format painter to pick up the formatting of some text, copy it, and paste it into some other text, to make the formatting match. I’ll give you a simple example.

How do I copy the formatting of one bit of text into another?

Here we have some text in the format we want, and some text not in that format, which we want to change.

Now the trick is to use a little button you may not have even noticed before. It’s on the Home tab (in Word 2007 and Word 2010; in Word 2003 it’s in the Format menu) in the cut, copy, paste area. Handily, it has its name next to it:

Now, it’s important to get this next bit in the right order! Highlight the text which is formatted in a way you want to copy, in this case the first line of text, and, once it’s highlighted, press the Format Painter button:

It doesn’t matter how much of the original text you pick up, as long as it has the right formatting. Now you will notice that the cursor has changed into a little paintbrush. Annoyingly, this doesn’t show up on a screen print, so you will have to take my word for it. “Paint” with the paintbrush across all of the text you want to change, keeping your left mouse button down, and it will highlight it (but nothing will change … yet):

Now let go of the mouse button and hey presto …

Note: the formatting will change to exactly what you picked up from the original text. So if you have a word in bold in the middle of your text, it will change to whatever the original had.

This is quite a simplistic example, but here’s where it comes in handy:

Say you’re editing a document with a lot of different text styles, header styles, etc. Maybe there’s a table with a variety of fonts. Rather than clicking on the text that you want your text to look like, noting the font, size, etc. then highlighting your text and changing all those features manually, simply highlight, format painter, and paint away!

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

 
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Posted by on July 25, 2012 in New skills, Short cuts, Word

 

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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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