An American Editor

January 13, 2023

Guest Article: A Robot Wrote My Press Release

Filed under: Guest Article — An American Editor @ 4:17 pm
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© Vivian Hood, Co-owner, Jaffe

Reprinted with permission of the author. May not be recirculated, republished or otherwise used without both the prior permission of the publisher and full credit to the author, including a live link to the post. Thank you for respecting our rights to and ownership of our work.

The advent and growth of social media created a huge leap in technology for public relations, but since then, few other new tech entries have made much impression beyond tweaking algorithms, adding features and providing updates.

Until now.

Artificial intelligence (AI) is trending on news sites and social media for being hyped as potentially making all kinds of content generation faster, easier and cheaper for everyone, including professional services firms. I decided to see how it works and what could make sense for use within the legal industry.

Putting Content Generators to the Test

My exploration focused on what application AI content generators might have in PR … Two available content generators that I checked out are Jasper and ChatGPT.

Jasper requires a monthly subscription after a free trial, and offers several plans depending on expected word number usage, type of content, type of user and other features. Jasper states it delivers original and optimized content at 10x the speed, presumably of normal human creativity. The platform offers many templates based on the needed content, and it offers to work with more than 29 languages. Jasper’s AI recently wrote its own press release to announce a new chat interface on its platform, providing one representation of its claims of robust abilities.

“Some have breathlessly proclaimed ChatGPT to be the most important technological development since the invention of the printing press or the splitting of the atom,” noted Joe McKendrick in a Forbes article about the ownership of content generated by AI. I simply had to try it out for myself!

I registered for ChatGPT, which became available in November 2022 to initially use as a free platform during its research preview, and entered this request: “Explain what an AI content generator does for writing articles.” Within seconds, the following response appeared:

An AI content generator is a tool that uses artificial intelligence algorithms to automatically generate written content. It can be used to produce articles, news stories, social media posts, or any other type of written material.

“The AI content generator works by analyzing a set of input materials, such as a list of keywords or a sample article, and then using this information to generate new content that is similar in style and content to the input. The generated content is not necessarily a copy of the input, but rather a new piece of writing that is based on the input and uses similar language and ideas.

“AI content generators can be useful for a variety of tasks, such as generating filler content for websites, creating social media posts, or producing articles for marketing and promotional purposes. They can save time and effort for writers and content creators, and can help to produce a large volume of written material quickly and efficiently. However, the quality of the generated content may vary, and it may not always be suitable for all uses.”

Not bad. For me to formulate that response, I would have had to research and cull information from a variety of sites and write it up. That takes time, so witnessing the speed of this reply in seconds in real time was remarkable.

I next asked ChatGPT to write a press release to announce a new partner named Al C. Yuencourt who joined the Jacksonville, Florida, office of the national law firm Wee Winnit Allwaze, and who practices general litigation. The resulting draft of the press release surprised me with the content provided; it contained nearly all the elements I would have included had I written it. I finetuned the request to add other elements about this new partner’s background, and the revised results acceptably incorporated those new points.

I had to chuckle at the quote prepared on behalf of John Doe, the managing partner of Wee Winnit Allwaze, since it was very generic. I visualized this AI generator whizzing around its data stash, reviewing every press release with a law firm managing partner quote welcoming a new partner, and collating the most common phrases to draft the quote — all in under 3 seconds! Editing for additional messaging, voice and tone would not be too difficult at this point.

First Reactions

My initial thoughts about using AI-generated content:

  • Key messages requiring advance strategic thinking must be incorporated into the request or added during editing, but AI learns with feedback to develop more refined responses.
  • Time is needed to learn full functionality, which can offset the speed of content being generated once the request is entered. Once that is learned, the process should be much faster.
  • AI could generate a typical and basic press release with speed.
  • A solo practitioner, or a small law firm without the resources for a PR consultant or communications employee, could reasonably turn to an AI tool to prepare a straightforward press release.
  • Editing is always necessary.
  • I found it useful for sparking prompts and ideas.
  • Word choice in my example press release was rather simple and repetitive in some spots, and there was loss of context and depth, along with a lack of nuanced details that would come from someone who understands the industry and audience.
  • Personality was missing — but I read that AI could learn voice and tone style, so improvements could be made. For example, I could have provided personality traits about the managing partner that would be reflected in the word choice of the draft welcome quote.

New Thoughts

Overall, I predict PR and marketing professionals will start to incorporate AI into daily work, and it will become as ubiquitous as asking Siri now for reminders and data requests.

It’s almost inconceivable to imagine a world now without Siri or Alexa, even if their results can exasperate and frustrate almost as much as they can delight and inform. How does ChatGBT fit in? Think of Siri for Q&A, giving you immediate facts at your voice command, one and done. Now imagine that you can continue the conversation over time, albeit only in written format —that is ChatGPT. Unlike Siri or Alexa, it remembers earlier conversations and learns and adjusts for continuing back-and-forth responses. I’m simplifying matters, but ChatGBT is designed for engagement in a written format.

Ways to Use AI
[AI could be used to] to help develop questions to ask in a new-business meeting, job interview or networking event … Furthermore, sharing the experience about using AI for your conversation would be an interesting icebreaker!

Another obvious content need … is social media, and AI could easily help write social media messages. Reviewing and editing would still be necessary.

Humanity vs. Humanoid

In another Forbes article about the future use of AI, author and professor Ajay Agrawal offers a valuable reminder. “Despite advances in computing power, AI remains a tool about prediction, not judgment. Judgment is what humans must still do with the predictions that computing serves up.”

In other words, the humanity behind our writing — the nuances and factors and history and personality and all the rest of what makes a writer — cannot be entirely replaced by AI when we share our stories.

While AI content generation seems promising, it is still very early in the game and requires strategic human thinking and eloquence for direction, instruction and — of course — editing. It’s always exciting to witness industry shifts and growth from the use of technology, but I’m not worried about human writers losing their jobs anytime soon. (Indeed, I never thought I’d have to clarify and spell out “human writers,” but here we are!)

What other uses, benefits and drawbacks do you see with the use of AI-generated content? Would you use it, and if so, how? If not, why not? …

Jaffe provides a wide range of public and media relations services, including websites and graphics, for the legal industry. For the whole article, especially the context of AI for law firms, go to: https://www.jaffepr.com/blog/robot-wrote-my-press-release?utm_source=Newsstand_011123&utm_medium=email&utm_campaign=Newsstand_011123&utm_term=Vivian_Blog.

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December 30, 2022

Guest article: Perspectives from an editor who is blind

Filed under: Editorial Matters,Guest Article,Professional Editors — An American Editor @ 11:21 am
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© Billy Horsburgh

© An American Editor. Content may not be recirculated, republished or otherwise used without both the prior permission of the publisher and full credit to the author of a given post and the An American Editor blog, including a live link to the post being referenced. Thank you for respecting our rights to and ownership of our work.

Who would have thought a blind person can edit. With the correct tools, knowledge, skills and experience — lot of things are possible.

I haven’t been blind from birth. I used to have perfect vision. Well, near-perfect, anyway. I wore glasses since I was five years old, and it wasn’t until I was in my late teens that I lost my eyesight due to glaucoma. But I did not lose my vision.

I was never a reader, or indeed a writer, until I lost my sight, although my favorite school subject was English and I was often distracted and wrote little stories during lessons when I was supposed to be doing something else. It was only when adaptive technology began to emerge during the late 1990s that I was able to consider reading and writing properly. I liked to write, but I didn’t like to read. However, in later life, I learned that you can’t write if you don’t read. And this is true.

Twenty-three years have passed since I lost my sight. I write regularly now. This would not have been possible without audiobooks and my screenreading software called supernova. Screenreading software has allowed me to write several books, graduate with two degrees and launch my own editing business.

The clients I edit for are more than satisfied with the quality, care and professionalism of my work. Due to my blindness, I must establish a close relationship with anyone I take on board by explaining about my situation. The Royal National Institute of Blind people (RNIB) suggests that it takes a blind person six times longer to carry out a basic task. This is no different when editing. I make sure my client knows this before accepting any editorial work. My clients understand that my turnaround may be a little longer than others but the professionalism will be the same. The price, however, will always be lower.

Because I can’t see the words on the page, I have to rely on my listening skills. Many people think that because you lose your sight, your hearing is heightened. This is not true! You just learn to use it better, and that I do. And I probably have to concentrate more when writing and editing. Once I’ve finished a piece, I read through my work by pushing a button on my keyboard, which allows me to continuously read what I have been working on. This makes me listen closely so I can pick up any additional errors.

I only launched my editing business in mid-July of 2022 and I’m gradually building a portfolio of clients. I haven’t developed a large client base as yet, but the ones I have secured do return to me.

I often find, when I do a readthrough of someone’s work, that I think, “This is well written. How am I supposed to edit this? However, when I re-visit with fresh eyes, as they say, I pick up on many areas that do need to be re-worked or revised.

Some of my clients don’t see what I see when suggesting edits. For example, when I recently edited for someone, I said, “This paragraph would be better moved here. And this sentence doesn’t flow. It may be better placed here, or not [used] at all.” When editing for another client, I noticed a very different picture: Her stories are about her but when I began to edit, I suggested she restructure her story so it focused on her from the outset, because otherwise, the audience wouldn’t know about her disabilities until many chapters later.

The author may overlook these simple changes.

These are just a couple of examples of how I edit for clients and they are happy with the way I work. They don’t mind if I take that little bit longer due to the nature of my disability. As long as they are getting the service they are looking for, both parties are satisfied.

Because I can’t see facial expressions, I pick up on [tone and meaning] when I edit for other people. I believe my writing and editing skills have improved over the years as I have had to learn to adapt to different methods. I can notice ambiguities and errors in continuity; if there are too many repetitions or too many adverbs; as well as basic spelling, grammar or errors of weak intensifiers.

A blind person can edit. And I am not the only blind editor. I know of another who has regular clients she edits for, and the outcome is the same for her. We have similar university degrees and are both creative writers, but I have a master’s degree in creative writing. Thanks to my two degrees, I have gained the appropriate and correct tools, knowledge, skills and experience to become the professional editor all my clients are happy with.

August 7, 2020

Website changes that can lead to finding new clients

By Nate Hoffelder, The Digital Reader

Guest Columnist

With the pandemic dragging on in the U.S., public events such as conferences and trade shows are effectively canceled for the indefinite future. Your chance of meeting new clients (or colleagues who might refer you to new clients) in person is essentially nil, which means that your website is 10 times more important today than it was last year.

If you haven’t taken some time to refresh your site recently, now is a good time to do so.

In my last post for An American Editor, I discussed 18 questions you should ask when refreshing your site. Today I would like to share seven specific changes you can make to your site to win more clients.

Let’s start with email.

Get a professional email address

One easy way to set yourself apart from all the other editors out there is to get an email address that matches your website’s domain. Almost everyone has their email with Gmail, Yahoo, AOL or another of the big web service companies. Those services are fine, to varying degrees, but using MyName@MySite.com simply looks more professional. It sends the message that you are serious enough about your work that you choose to present a professional image. (Editor’s note: It also gives you a permanent e-ddress, so you can change providers as necessary without having to notify everyone you’ve ever corresponded with about a new point of contact.)

At the same time, you should also choose an address that starts with your name or occupation. If your current email address references either your kids, pets or hobbies, that again does not present a professional image. My email address is Nate@NateHoffelder.com. It’s not terribly original, no, but it does present the right image, while an email address ending in Verizon, Comcast or AOL would not.

Add a Services page

Clients can’t hire you if they don’t know what you do, and that is why your website needs one or more pages listing your services.

I used to have several service pages, each focused on a single service, but now I just have the one services page on my site. I list four services on that page, and for each service, I explain what I do and how my clients benefit. I also have a button that links to my contact form.

Pro tip: The easier you make it for a website visitor to take action, the more likely they are to become a client. (Repeat after me: A frustrated visitor is a lost client, while an engaged visitor is one step away from being a paying client.)

Include testimonials

One of the best ways to convince a potential client to hire you is to tell them what others are saying about your work, which is why you should add at least a few testimonials to your website. I have about 20, which might be overkill, but I formatted my testimonial page so they are not too overwhelming.

Find the eight or 10 testimonials in your files that you think are the best, and copy them to a new page on your site. Be sure to fix the formatting so the client’s name is in bold, and use enough white space between each testimonial for them to stand out.

Add samples of your work

Your website’s visitors are going to wonder whether you have the skills they need. The best way to show them that you do is to have samples of your work, either on your site as links or images, or as PDFs that can be downloaded.

If possible, try to include both a before and after. This will give potential clients a better understanding of your style, and what you bring to the table. (Editor’s note: One important caveat for editors and proofreaders, though — Be sure you have the client’s permission to show what you did for their material. Not everyone wants the world to see the “before” version. And even with that permission, do your best to anonymize the material to minimize the potential for embarrassing the client.)

Collect emails for your mailing list

Email newsletters are one of the most-effective ways of marketing your services. An e-letter is your best opportunity to be invited to talk to potential clients by sending messages to their inboxes. But before you can send newsletters, you need to get email addresses for prospective readers, and for that, you need a mailing list sign-up form.

Even if you don’t want to send newsletters now, you should still have a sign-up form just in case your plans change. I can’t tell you how many years I wasted by not collecting email addresses, and I don’t want you to repeat my mistake, so please do yourself a favor, and add a mailing list form to your site.

While we are on the topic, why stop at one form? My recommendation is that you have a form for your mailing list in the footer of every page, in the sidebar next to blog posts, as a pop-up, and at least twice on your home page.

Speaking of which, what does your home page look like?

Create a home page

One common problem I have seen with neglected websites is that they usually do not have a custom-written home page. Instead, blog posts take up the prime real estate. This is a terrible oversight because the home page is one of the most-viewed pages on a website. It is the best chance to introduce yourself to potential clients and win them over.

The marketing industry knows website home pages are so important that marketers have written whole book chapters about only that page. They’ve written 2,000- or 3,000-word blog posts explaining in detail how to get just one aspect of the page perfect.

I am not going to make you go read those voluminous posts, but I do have a post for you. It covers the six key elements you should have on your home page. I think that a website’s home page is so important that it has its own 996-word blog post. If you have limited funds or time, it is the one part of your website that you need to work on.

Ideally, however, I think you should improve all parts of your website. You never know which part will influence your next client the most.

Any questions?

Nate Hoffelder has been building and running WordPress websites since 2010. He blogs about indie publishing and helps authors connect with readers by customizing websites to suit each author’s voice. You may have heard his site, the Digital Reader (https://the-digital-reader.com), mentioned on news sites such as the NYTimes, Forbes, BoingBoing, Techcrunch, Engadget, Gizmodo or Ars Technica. He is scheduled to discuss websites for the 2020 virtual Communication Central/NAIWE/An American EditorBe a Better Freelancer® conference this fall. The Digital Reader was a sponsor of the 2019 conference.

May 4, 2020

Navigating that Request for Proofreading When the Work Really Needs Editing

By Richard Bradburn, Guest Writer

As professional editors, we’ve all had them — the inquiry that arrives in your inbox: “I’ve written my first novel and my wife/partner/best friend/dog told me it’s really good. I can’t wait to publish it but I read somewhere that you should always get books proofread first. Can you give me a quote?”

I’ll assume that we agree you need to see the manuscript to give a definitive quote. You let the prospective client know and receive it by return e-mail. You open the manuscript. It begins with a prologue — a 20-page dream sequence set in cursive. Skipping most of that, you start the book proper. There are five chapters of exposition and world-building before the main character is introduced. Skim-reading further, you see evidence of point-of-view fails, pacing issues, generally poor sentence structure and grammar, and atrocious punctuation.

What to do?

The potential client has asked for a proofread, but in your professional opinion, the book is nowhere near ready for proofreading. It needs some serious copyediting and, your editorial hunch is telling you, probably some major structural surgery.

It may be that if you primarily work, even freelance, for publishing companies, you haven’t faced this dilemma. I’d imagine that someone further up the production chain has assessed what help the author needs and sent the book to you for the appropriate editing. However, it’s a common situation for those of us at the sharp end of the fiction universe who are dealing largely with authors who have no prior experience of the publishing industry or the editing process, and little or no realistic concept of how high the bar should be set if you are producing work for sale.

What follows with the client is a rather delicate dance of managing expectation and massaging ego for the author, and securing the right commission for yourself. I’ve developed a … I hesitate to say method, because that smacks of science … a strategy, if you like, for dealing with the issue.

You could just go ahead and proofread the manuscript (for a monstrous fee). It’s what the client has asked for. There are two issues with this.

One is reputational. If you proofread a shockingly poorly written book, there’s always the chance that it will come back to bite you. Asking the author to kindly not mention that you had anything to do with their masterpiece is all very well, and they may not put you in the front matter, but you have no control over what they say about you in the wider world. The book is going to do very badly, the author isn’t going to understand why (“I spent a lot of money on editing!”) and is probably, given their unenlightened attitude to publishing generally, going to look for someone else to blame. That could well be you. The author might have no great expectations, is happy with a few sales, and brags on social media about what a super editor they had. Other potential clients, perhaps with more idea about what a good book should look like, will look it up and … that’s the end of that potential client relationship.

The second problem is that it’s darned hard to proofread a terribly written book. Ask me how I know. It’s extremely slow, very frustrating and, at the end of it, demoralizing because you know that the end product is still going to be awful, no matter how diligently you work away. It’s also very hard to prevent mission creep from turning the proofread into a copyedit, for which you’re not being paid.

What are your options? You can come straight out with it: “This book isn’t ready for proofreading, because of x, y, and z issues. I suggest developmental (“structural”/“line” — whatever your terminology) editing to start, followed by copyediting …” It’s a tough call, but I’d suggest this is a poor way to start this delicate conversation. You’re giving the author lots of negatives. You’re telling them you’re not going to do what they ask. You’re telling them that their book needs substantial revision/rewriting when they thought they were a few weeks away from publishing. You’re telling them that fixing their book is going to be a lot more expensive than they thought, and require much more work on their part. You’re telling them, fundamentally, that they can’t write for <insert suitable expletive>, and that their relationship with you is going to be an intense and ongoing and expensive one, which they may not have been expecting.

You could just say, in as kindly a way as possible, that the book isn’t ready for editing, and the author should attend some writing classes, or join a local (or virtual) critique group and come back when they’ve gotten better at their craft. There are ways to phrase this so the author isn’t too crushed, but how helpful is that advice, really? Unless the author is local to you, you have no way of knowing what local classes the author has access to, whether the author can afford them, and whether those resources are any good.

As a freelancer, another issue is that you’re essentially rejecting this client. The manuscript might be such a horror show turning it down is an agreeable outcome for you, but let’s say that times are tight and you don’t want to flatly turn away any lead. How do you keep them engaged in your process, but start to realign their expectations?

My first step is always the same: Whenever you ask for the manuscript, always ask for a synopsis as well. A synopsis will tell you far more about the client and the book than actually reading their manuscript (that’s why agents and publishers insist on them in submission packages). With very little investment of your time, you can establish whether the client knows anything about novel structure, whether the characters have any discernible arc, and how distinct and cohesive the plot is. Even the very existence of a well-written synopsis tells you a lot about the client and their ambition, because synopses are hard to write. An author who has written one has read up about submission packages, has gone at least a little way down the path of analyzing their work as a reader would, and has put some thought into their character, plot lines, and overall structure.

This client is eminently worth pursuing, because an ambition to learn their craft is the one thing it’s particularly hard to instill remotely. If they have no synopsis and can’t be bothered to write one, my instinct would be to let that client go for the reputational and operational risks mentioned above. Money talks, but it would have to be shouting for me to take on that project. If they have no synopsis now but send one in later, and it’s a dreadful rambling mess, then at least you know where you stand: They are capable of taking instruction, they’re willing to learn, and they might prove to be a valued long-term client.

Armed with this information, you can begin the process of educating that author about how much work is going to be involved in molding their book into publishable material. If you have blog/website resources of your own, you can refer that author to articles you’ve written about plot structure or character arcs. If blogging isn’t your thing, there may be other resources written by editor peers that you can refer your client to (the “Talking Fiction” essays here at An American Editor, about editing fiction, would be a good starting point).

The big difference is that now this author is your client. You’ve established quietly and authoritatively your expert credentials, given them guidance, started them down a long road toward publication. You can send this client off anywhere on the web, but they will keep coming back to you because you are now, without really much effort on your part, their writing coach.

Why bother? Because ultimately you have no idea how far, under your tutelage and encouragement, this author might blossom into a productive, well-trained, and lucrative client.

I have one resource I’d like to offer: my book, Self-editing for Self-publishers. It’s a pretty comprehensive guide to all the major stumbling blocks that novice (and some even not so novice) authors have problems with: plot structure, character issues, point of view problems, etc. It also provides thorough explanations of common punctuation and grammar mistakes. I had never thought of marketing it to editor peers (I doubt there’s anything in it that a good fiction editor wouldn’t know already), but one of them who helped at the beta reading stage pointed out that it’s an ideal tool for exactly this situation. What if you really don’t want to engage in those long-winded e-mail coaching conversations that you may not have the appetite for and that have an uncertain financial payback? Tell your author, “Go buy this book. Work through it. When you’ve finished it, come back to me and we’ll have another look.” It’s the “silver bullet” that could save you an enormous amount of time and effort, and bring you a commission that you really want, rather than are struggling to avoid.

Richard Bradburn runs editorial.ie, a full-service literary consultancy. He’s a Professional Member of the Chartered Institute of Editors and Proofreaders in the UK; member of the Association of Freelance Editors, Proofreaders and Indexers in Ireland; partner member of ALLi; and approved supplier to Publaunch. He writes occasionally for the Irish Times and journals like The Arts and Letters Daily, and regularly talks about writing and editing at conferences in the UK and Europe.

August 23, 2019

Measuring and Managing for Greater Productivity and Profit

By Jack Lyon

The famous management consultant W. Edwards Deming is often quoted as saying “If you can’t measure it, you can’t manage it.” Here’s what he actually said: “It is wrong to suppose that if you can’t measure it, you can’t manage it — a costly myth.” (The New Economics, 35.)

An example of something that can’t always be measured (but can be managed) is the quality of copyediting on a particular manuscript. Two different editors might not always see the same problems or fix them in the same way. So how do you manage your effectiveness as an editor? Is it based on your consistency in styling citations? Does it depend on your knowledge of a manuscript’s subject matter? Could it have to do with the comprehensiveness of your reference library? Copyediting depends on a number of factors that can only be described as subjective.

But unless you’re editing only as a hobby, there is one thing you should definitely be measuring and managing: your income — to be specific, your effective hourly rate. American Editor Rich Adin has written about this at some length (see, for example, “Thinking About Money: What Freelancers Need to Understand” and “Business of Editing: What to Charge”), and you should definitely read and heed his advice about this. You’re probably someone who works mostly with words, so don’t be put off by the math in these articles! It’s really important to understand what Rich is saying.

I know editors who make just enough money to stay above the poverty line; I also know editors who consistently make an income of six figures (yes, really). Would you like to know what makes the difference?

Those in the first group charge by the hour.

Those in the second group charge by the project (or the page, or the word, or even the character).

If you charge $50 an hour for your editing services, the most you can ever make is $50 an hour. But if you charge $5 a page, your hourly income depends on how many pages you can edit during that hour. If you can edit 10 pages, you’ll still make $50 an hour. But if you can edit 20 pages, you’ll make $100 an hour. To do that, you’ll have to be more productive (while still maintaining your usual quality), which means you’ll need the Microsoft Word add-ins I provide at the Editorium, particularly Editor’s ToolKit Plus.

Daniel Heuman’s PerfectIt will add even more to your productivity by automatically ensuring the consistency of your work.

Rich Adin’s EditTools provides a wealth of features created especially for the working editor. I particularly like Never Spell Word and Toggle Word.

To manage your effective hourly rate, though, there’s one thing you really need to measure: how many hours you spend on every project you edit. Now, if only someone would invent some software specifically for editors to track those hours. Well, that’s exactly what Rich Adin has done in his latest version of EditTools.

Rich calls this new feature Time Tracker, and you’ll find it on the left side of the EditTools ribbon:

Time Tracker on EditTools Ribbon

Time Tracker on EditTools Ribbon

Time Tracker alone is well worth the price of admission, even if you never use any of the other features in EditTools (although you will). I won’t go into all the specifics about how to use Time Tracker, because Rich has already done so in an impressive series of articles at An American Editor called “It’s All About the Benjamins” (the complete 55-page Time Tracker Help file in PDF format is also available for download). And by “Benjamins,” Rich means money — which you should have more of, if you follow his advice and use this new tool.

By keeping careful track of the amount of time you spend and the amount of money you make on each project, you’ll soon be able take advantage of the PDSA (Plan-Do-Study-Act) cycle, made popular by our old friend W. Edwards Deming. The Deming Institute defines this cycle as “a systematic process for gaining valuable learning and knowledge for the continual improvement of a product, process, or service.” Making money, for example.

If you keep track of your effective hourly rate (EHR), you’ll be able to answer questions like these:

  • What kinds of jobs bring in the most money?
  • Which clients actually pay the best overall?
  • When during the day am I at my most productive?

Then, using the PDSA (Plan-Do-Study-Act) cycle, you can do things like this:

  • Focus on the kinds of jobs that bring in the most money, and turn down those that don’t.
  • Solicit more work from clients that pay the best, and drop those that don’t.
  • Work when you’re at your most productive, and do something else when you’re not.

As you continue to use this cycle of improvement, you should see dramatic improvements over time in your overall income. Others have done it, and you can, too. It’s simply a matter of measuring and managing, using the right tools to improve your productivity and efficiency, and collecting and analyzing the data.

Jack Lyon (editor@editorium.com) owns and operates the Editorium, which provides macros and information to help editors and publishers do mundane tasks quickly and efficiently. He is the author of Microsoft Word for Publishing Professionals, Wildcard Cookbook for Microsoft Word, and of Macro Cookbook for Microsoft Word. Both books will help you learn more about macros and how to use them.

July 2, 2018

PerfectIt Now Offers Long-awaited Mac Version — 10 Questions Editors are Asking about PerfectIt Cloud

Daniel Heuman

This one actually goes to 11!

1. What is the fuss about?

Up until now, PerfectIt has only been available for PC users. With PerfectIt Cloud, Mac and iPad users can finally run it. That matters because PerfectIt speeds up mundane and distracting copyediting work so you can focus on substantive editing. It finds consistency errors and other difficult-to-locate errors that even the most eagle-eyed editor can sometimes miss. When time is limited (and it is always limited if editing is your business), PerfectIt gives you the assurance that you’re delivering the best text you possibly can.

2. Why would I spend money on PerfectIt when I can find every mistake that it can on my own?

Because PerfectIt will save you time and back up your skills. It’s true that every single mistake that PerfectIt finds can be found manually. You can make sure that every use of hyphenation, capitalization and italics is consistent. You can make sure every abbreviation is defined and that the definition appears on first use. You can check every list to make sure it is punctuated and capitalized consistently. You can make sure every table, box and figure is labeled in the right order. You can check that every heading is capitalized according to the same rules as every other heading at that level, or you can get software to find those mistakes faster so you can do the work that no software can do: improve the words used and the meaning communicated. That software is PerfectIt.

3. How much time does PerfectIt really save?

The time saving depends on how you edit. Editors who read through a text multiple times will find that they don’t need to read through as many times. That time saving is massive. Other editors find that they spend the same amount of time as they used to, but they deliver a better document.

4. Does PerfectIt work with fiction or nonfiction projects?

PerfectIt can be used on works of both fiction and nonfiction. It’s used on reports, proposals, articles, books, novels, briefs, memos, agreements, and more.

5. Does PerfectIt work with British, Canadian, Australian, or American English?

PerfectIt is international. It works with all of the above. It is primarily a consistency checker, so it won’t duplicate the functions of a spelling checker. Instead, it will spot inconsistencies in language — it won’t suggest that either “organize”’ or “organize” is wrong, but if they appear in the same document, it will suggest that’s probably a mistake.

PerfectIt also comes with built-in styles for UK, US, Canadian, and Australian spelling, so you can switch it to enforce preferences.

6. What do I need to run PerfectIt?

PerfectIt is intuitive and easy to use. It doesn’t require any training. You can see how it works in our demo video. To run PerfectIt Cloud, you just need a Mac, PC, or iPad with Office 2016 and an Internet connection.

7. When should I run PerfectIt?

The majority of editors run PerfectIt as a final check because it acts as a second set of eyes, finding anything that slipped by on a full read-through. Running it at the end of a project also acts as a check against the editor to make sure that no consistency mistakes are introduced during the edit (an easy but terrible mistake to make).

Some editors prefer to run PerfectIt at the beginning of an assignment. That clears up a lot of timewasting edits at the outset. It also helps the editor get a quick feel for the document, what kind of state it’s in, and what issues to look out for.

Everyone works their own way, and some editors find it’s even best to run PerfectIt both at the start and the end of a manuscript.

8. How much is it?

PerfectIt Cloud costs $70 per year. However, members of professional editing societies around the world can purchase at the discounted rate of $49 per year. Independent editors are the foundation of this business. Their feedback and support has driven the product and we hope the permanently discounted rate makes clear how important that is to us.

That price includes all upgrades and support, and it lets you run PerfectIt on multiple devices, so you can run it on both your main computer and iPad with one license.

9. I have the PC version — should I upgrade?

If your main computer is a PC and you already have PerfectIt, then we are not encouraging you to upgrade. In fact, even though PerfectIt Cloud looks a lot nicer and is easier to use, it doesn’t yet have some of the features that the PC version has. For example, it has built-in styles (such as American Legal Style), but it does not have options for customizing styles. It also doesn’t have the ability to check footnotes. We’re working to improve all of those aspects, but we are dependent on Microsoft for some changes. As a result, it will take time to give PerfectIt Cloud all of the features that the PC version has. Our first priority is PerfectIt 4 (due at the end of this year), which will bring a variety of new features to both versions.

That said, if your main computer is a Mac and you only have a Windows machine to run PerfectIt, then it is probably worth upgrading. The differences are relatively small compared to the pain of maintaining a separate computer.

10. I have to upgrade Office to use PerfectIt. Should I get the subscription or single purchase?

Get the subscription. Definitely get the subscription! Not only is it cheaper, but Office 2019 will arrive this fall. If you have the subscription, that upgrade is included.

11. It’s a first release, so is the software still buggy?

We’ve been beta testing PerfectIt Cloud for more than six months with editors from around the world, so it is tested and solid, and the number of bugs is minimal. The probability is that you won’t find any bugs at all. However, no amount of beta testing can fully prepare software for the real world, and there are a few things we still want to improve, so if you purchase before July 10, 2018, your entire first month is free while we put finishing touches on the product and eliminate the remaining bugs. To take advantage of the special offer, click this link.

Daniel Heuman is the creator of PerfectIt and the CEO and founder of Intelligent Editing. His software is used by thousands of editors around the world. Members of professional editing societies can get a 30% discount on PerfectIt here.

August 3, 2015

Numbers in Sentences: Customizing PerfectIt to Find What You Want

by Daniel Heuman

PerfectIt’s test of numbers in sentences generates more questions from customers than any of PerfectIt’s other tests. Here are some (anonymized) questions that users have sent:

“When assessing inconsistencies in how numbers are handled, PerfectIt finds, say, 4 instances, when there are 10 it should have found.”

“My version of PerfectIt isn’t finding numbers. Is there a fix?”

“Why is PerfectIt missing the number ‘2’ in a sentence?”

What do all these queries have in common? They all assume that PerfectIt’s test of numbers in sentences should find every number in a document. But PerfectIt doesn’t work that way. To understand why, it helps to explain the philosophy behind PerfectIt.

How PerfectIt Works

PerfectIt is an add-in for MS Word. It checks documents in one of two ways:

  • It looks for inconsistencies. For example, if the number 3 appears in numerals in one sentence, but the number four is spelled out in another sentence, that’s an inconsistency.
  • It can be set to check user preferences. For example, you can set it to make sure that all numbers over 20 appear in numerals.

By default, PerfectIt checks consistency in three separate groups: 1-10, 11-20, and 21-100. PerfectIt checks for inconsistency within those groups, but not between them. So, for example, it would check if the numbers 1 through 10 appear in numerals and spelled out. It would not compare the appearance of the number 4 to the number 16 since those are in separate groups. Some style guides work 0-9, 10-19, and 20-99, so you can also set PerfectIt to look at those groups instead. In any case, PerfectIt goes through and alerts you to any inconsistencies. It shows each location and suggests one is likely to be wrong (leaving you to decide which).

If you set PerfectIt to enforce a preference, you can set the preference for each of the groups (1-10, 11-20 and 21-100). So, for example, you could set the numbers 0 to 9 to appear spelled out, then the numbers 10 to 19 and 20 to 99 could be set to numerals. PerfectIt will then go through and alert you to any instances that do not conform to that preference (and you can decide which to change). This video explains how to set those preferences.

What PerfectIt Finds

So going back to the users’ questions, the first thing to understand is that PerfectIt tests for numbers in sentences (not numbers in other parts of the document). If you want to find all numbers in a document, you can do that with Word’s wildcards (see, e.g., The Business of Editing: Wildcarding for Dollars). PerfectIt, on the other hand, specifically focuses on numbers in sentences.

So let’s say we set PerfectIt to spell out numbers less than 20. With that preference, how many numbers would you expect PerfectIt to find in this paragraph?

As described in Chapter 4, we started our work in 1996 when we were just 18 years old. Since then, a simple experiment that takes only 7 seconds has been copied by over 3 million people.

What do you think? There are four numbers under 20, so should PerfectIt find all four and suggest spelling them out? The answer is none. PerfectIt doesn’t alert you to numbers in sentences that it “thinks” are intended to be that way. So it won’t check numbers following the word “Chapter.” It won’t check numbers that indicate someone’s age. It won’t check measurements. And it won’t check numbers before the word “million” or “billion.”

Before you write us a letter of complaint (we’ve had several about this), think about the advantages of that functionality. Why should PerfectIt show every number? If that’s what you want, you can do that with Word’s wildcards (the pattern to search for is “<[0-9]{1,}>”). But showing every number would slow users down. More importantly, the more false positives that PerfectIt displays, the more likely it is that users will skip results. So focusing on locations that are most likely to be errors is how good software should work.

Fine-Tuning PerfectIt

Not everyone works the same way. So with all the queries around this test, we decided to change things in PerfectIt 3. PerfectIt 3 gives users the ability to fine-tune the test of numbers in sentences to work in exactly the way the user wants.

The figure below shows the Fine-Tuning tab of PerfectIt’s style sheet editor (double-click on image to enlarge it). It gives four new options for customizing how PerfectIt treats numbers in this test.

PerfectIt Style Sheet Editor

PerfectIt Style Sheet Editor

The four new options are:

  • Skip Numbers Followed By: This is the list of words that PerfectIt will look at after each number. If any of these words appear, then that number will be skipped by PerfectIt. Each word is separated by the “|” symbol (as seen in the image). You can add words, take individual words out or even take all the words out.
  • Skip Numbers Preceded By: This is identical to the list of words after numbers, but it’s the list that PerfectIt will check that appear before numbers.
  • Skip Numbers Joined By: Because numerals are usually used for comparisons and ranges, PerfectIt skips instances such as “between 3 and 4.” It does that based on the word in between the two numbers. You can change, add to, or remove those in-between words.
  • Skip Extra Words Found Preceding Numbers: PerfectIt looks for words like “Chapter” that often precede numbers. It also scans for other words that frequently appear before numbers and attempts to automatically figure out what those words are (even if they are not listed above). Tick this box if you want it to look for similar words; untick it if you don’t.

With these options, you can set PerfectIt to find as many (or as few) matches as you want. But remember, just because you can fine-tune PerfectIt, it doesn’t mean that you have to! These are features that we added for the small minority who want to alter these settings. For everyone else, the best approach is not to even look at these settings. It just helps to understand what PerfectIt will find (and what it won’t).

Learning More

There are lots of other tests that you can customize in PerfectIt, and our series of video tutorials covers all of them.

Daniel Heuman is the founder and CEO of Intelligent Editing, and the author of PerfectIt. If you have a PC with MS Word, you can get a 30-day free trial of PerfectIt from Intelligent Editing.

_________________________

Looking for a Deal?

You can buy EditTools in a package with PerfectIt and Editor’s Toolkit at a special savings of $78 off the price if bought individually. To purchase the package at the special deal price, click Editor’s Toolkit Ultimate.

September 1, 2014

On the Basics: Thou Shall Behave Ethically — A 4th Commandment for Editors

Thou Shall Behave Ethically —
A 4th Commandment for Editors

by Ruth E. Thaler-Carter

Recent discussions of ethics for editors here and elsewhere have inspired the concept of a fourth commandment:

Thou shall behave ethically.

To have an ethical editing business, it helps to understand two definitions of ethics. As Rich Adin has noted (see The Business of Editing: An Editorial Code of Professional Responsibility), one is “the rules or standards governing the conduct of a person or the members of a profession” and another is “the study of the general nature of morals and of the specific moral choices to be made by a person; moral philosophy” (vide American Heritage Dictionary).

I see being an ethical editor as somewhat of a combination of the two. I have rules for how I conduct my business — rules that I think can or should apply to any editor who wants to be seen as both professional and ethical — and I have a philosophy grounded in a moral code. That code is based on honesty: being honest about my skills, qualifications, availability, fees, and business model, and being honest with clients about their projects. It’s based on competency — I see competency and ethicality as complementary.

To me, being an ethical editor starts with presenting oneself as an editor, freelance or in-house, only if one has a level of training and experience that can support the claim to being able to do this kind of work. Far too many people nowadays are hanging out shingles or applying for jobs as editors (among other professions) who have no such training or experience. That puts authors and other clients at a serious disadvantage — they are often trusting their work to the hands of untrustworthy editors, and don’t know enough about publishing (or editing) to know the difference.

Granted, many of us start out in editing without much formal training. We learn on the job at publications, or we become editors because we’re the only people in the company who care about good grammar, correct spelling and punctuation, proper usage, and other aspects of ensuring that written material is clear, coherent, consistent, cogent, and whatever other c-words colleagues can come up with to describe well-written documents.

We find a deep-seated love of language, of words, of making clunky material into something readable and usable, even beautiful. We move on from there, sometimes getting additional formal training; sometimes learning from more-experienced colleagues; sometimes developing self-study mechanisms. If we really care about what has become our trade, we look for ways to continually hone our skills and become ever better at what we do. That, to me, is a hallmark of an ethical editor.

It probably should be noted that a skilled editor is not the same as an ethical one, although I like to think that a truly ethical editor is also a skilled one. Someone can have topnotch editing skills and still be unethical — charging for time not spent on a client’s project is probably the most common violation of an ethical code. An honest or ethical editor is one who doesn’t inflate or outright lie about skills and competency.

One of the most important aspects of an ethical editing business is to only charge for the work the editor actually does. If a project is based on a flat fee and the client doesn’t care how long it takes to do the work, it is ethical to charge the full fee, even if it takes less time to finish than expected. However, if the fee is based on an hourly rate, it is dishonest and unethical to charge for more time than one works. If a project is budgeted for 50 hours at $50/hour but it only takes 40 hours to complete the job, the ethical thing to do is to charge the client for only those 40 hours. Such honesty — or ethicality, if you prefer — is not only the right thing to do, even if it means losing a few dollars, but usually works in the editor’s favor over the long term, because it establishes an honest relationship with the client, who is more likely to trust such an editor and thus use that editor again.

An ethical editor knows and uses the standard tools of our profession. We don’t make up rules to suit ourselves or reinforce our own assumptions. Among other things, we learn and internalize the accepted rules of grammar, usage, punctuation, and spelling. We identify and use the appropriate style manuals for the sector(s) in which we work — the Chicago Manual of Style for book and much magazine publishing; the Associated Press Stylebook for journalism; the Government Printing Office manual for government-agency projects; the American Psychological Association manual for much of academic publishing; the Merck Index, Dorland’s, or, perhaps, American Medical Association manual for medical publications; etc. We have the leading dictionaries on our bookshelves and/or computers.

Of course, someone starting an editing career is unlikely to know any given style manual inside-out; that’s why it helps to work in-house in a professional environment. The ethical editor lets a prospective employer or client know his or her experience level and if  the editor is new enough to the field to still be learning the essentials of whatever manual the employer or client expects the editor to use. Some may think that such honesty will mean losing out on jobs, but we all have to start somewhere, and employers and clients understand that.

Along the same lines, an ethical editor stocks his or her bookcase with guides to grammar, because none of us can claim to be perfect. We’re all likely to have grammar gremlins or simply need the occasional refresher to make sure any changes we make are justified. If nothing else, we may need a reference at hand to support a proposed change with a client who needs to see a reason for everything done to a document beyond “I can’t explain why, but I know this was wrong and that my version is right.” Editors aren’t parents; we can’t get away with “Because I said so.”

Because an ethical editor believes in continually honing skills and knowing when to consult appropriate resources. We invest in the current versions of the appropriate manuals — often, we have more than one on our bookshelves — and learn as much as we can about them. For when the right choice doesn’t leap to mind, we subscribe to online versions of those manuals so we can check or verify our decisions. Beyond those tools, we learn (sometimes even establish) in-house preferences, since a publication, publisher, organization, or company can use one of the standard manuals as a starting point, but go its own way on some details.

We also wait until we know how to use the technical, as well as the academic, tools of our trade before inflicting ourselves on employers or clients. That is, we learn at least the basics of using Word and, in some environments Framemaker, Excel, Acrobat, InCopy, etc.

An ethical editor also stays current on language trends. Language evolves and changes constantly. An ethical editor knows to find ways to pick up on when new words enter the lexicon and existing ones change (just think of the country names that no longer include “the”), through reading and interacting with colleagues.

An ethical editor is connected with trustworthy colleagues and resources to ensure that she or he understands the nature of the work and sees information about new trends or changes in language, editing techniques and tools, useful resources, and other aspects of being effective and professional. (Interacting with unethical or dishonest editors could make an ethical editor turn into an unethical one, but I find that unlikely.)

Similarly to members of the medical profession, the ethical editor “first does no harm.” It is the role of the editor to enhance, clarify, and convey the author’s or client’s voice, not to rewrite the work in the editor’s voice or from the editor’s point of view. This also relates to being trained and experienced in grammar, punctuation, spelling, usage, etc. — doing no harm means not trying to fix clients’ material based on inadequate skills and knowledge, because that would mean both introducing errors and missing problems a skilled editor would be expected to recognize and fix.

Another important element to being an ethical editor is to incorporate clear communication with clients into our business practices and processes. That means letting clients know how we will work on their projects, what the fee will be, that we will meet their deadlines, and if there are problems that affect how and whether the editor can do the work and still meet those deadlines. It means asking questions rather than making assumptions, and keeping the client informed along the way.

The ethical editor does not do certain kinds of projects — writing a thesis or dissertation for someone, for instance, no matter how tempting the fee. An ethical editor may develop a kind of radar for material that doesn’t “fit” and should learn how to use antiplagiarism tools on behalf of clients such as book publishers and journals. An ethical editor also doesn’t do the client’s writing.

An ethical editor learns the differences between various levels of editing and between editing and proofreading, how to educate clients on what those differences are, and how to provide the services a project needs. For many reasons, both a lot of prospective clients and some colleagues have no idea that there’s a difference between copyediting and substantive or developmental editing, or between any type of editing and proofreading. Some clients are trying to get higher-level skills at lower-level fees or wages; others are truly ignorant of the difference. Either way, the ethical editor speaks up.

Being an ethical editor boils down to being honest about all aspects of one’s work process, skills, and presence in the field. To hold up your head and be a success in our profession,

Thou shall behave ethically.

Ruth E. Thaler-Carter is an award-winning freelance writer, editor, proofreader, desktop publisher, and speaker whose motto is “I can write about anything!”® She is also the owner of Communication Central, author of the Freelance Basics blog for the Society for Technical Communication, and a regular contributor to An American Editor.

August 25, 2014

The Practical Editor: What You Need to Know to Edit Fiction

What You Need to Know to Edit Fiction

by Erin Brenner

A copyediting student asked me recently how she could learn to edit fiction. The copyediting and copyediting certificate program I teach in covers basic and intermediate skills of copyediting. While it’s a good program, it doesn’t cover everything (no program could). Hence, my student’s question on what to do next.

To specialize in editing any subject, you should have a good grasp of that subject. I participated in a Twitter discussion lately on how much you have to know to copyedit a subject intelligently. We didn’t conclude anything, but we generally agreed that you have to know something about the subject to edit it.

What I know about fiction, I learned in obtaining my bachelor’s and master’s degrees in literature. At this point, a lot of it comes naturally to me, so I had to do some research on what resources were out there and what other editors did with fiction manuscripts.

Disappointingly, there aren’t many training tools (an opportunity for someone, surely!) and of those out there, few seem to distinguish genre fiction (science fiction, romance, mystery, etc.) from literary fiction (everything else). Naturally, if you want to edit genre fiction, you want to be familiar with the specifics of the genre, as well.

Here’s what I gathered.

Developmental Fiction Editing Tasks and Resources

Generally speaking, a developmental editor works with the manuscript’s structure, either before the author has written the book (common in nonfiction) or after (common in fiction). It’s the big-picture view.

As a developmental editor, you’re looking for structural and organizational problems. You’re judging whether the author’s concept or theme works throughout the manuscript. Is the structure logical and appropriate? You’re looking at the author’s voice closely: Is it consistent? Appropriate for the story and audience? You’re also looking for sections that don’t work, whether they ramble on or are starved for detail.

Beyond that, you need to look at the various elements of the fiction work:

  • Plot. Does the plot make sense? Does it hold together? Are there any holes?
  • Timeline and events. Is the timeline logical and believable? Do events advance the plot? Build character? Are there any events that don’t add to the story in some way?
  • Setting. Is the setting appropriate for the story? Does it enrich the story or seem at odds with it?
  • Pacing. Different stories have different speeds. Does the pacing here seem to drag? Move too quickly?
  • Characters. Are the characters well-formed and believable? Do they grow, as real people do? How well do characters interact with each other?
  • Dialogue. Does the dialogue match the character? Does it seem believable? Move the plot along? Is there any dialogue that seems mismatched in some way?

Though it doesn’t deal with fiction in particular, Developmental Editing by Scott Norton is the go-to resource for editors wanting to do this type of editing. The Author-Editor Clinic offers online courses in developmental editing for fiction and creative nonfiction.

For fiction in particular, try resources for about literature itself: themes, models, symbols, archetypes, and so on. One promising book (which I haven’t read) is How to Read Literature Like a Professor by Thomas C. Foster. It appears to have a good overview that would give editors a working understanding of general fiction. (If you read it, let me know what you think of it.)

If you’re up for a challenge and really want to dig into literature, check out the works of Joseph Campbell and The Nature of Narrative by Robert Scholes, James Phelan, and Robert Kellogg.

Midlevel Fiction Editing Tasks and Resources

Any time you define editing stages, someone else will have different definitions. One editor’s developmental editing is another’s structural editing. A third editor might see structural and line editing as the same stage, with developmental being its own stage.

Whatever you call this stage that comes between developmental and copyediting, you’ll be doing a line-by-line edit of many of the tasks in the developmental edit. You’ll also look at flow, usage, and sometimes language mechanics.

I couldn’t find any resources for this specific stage of fiction editing. (If you know of any, please share them in the comments.) A trained editor could pick up the skills necessary from a developmental fiction editing resource, I’d wager.

Copyediting Fiction Editing Tasks and Resources

Copyeditors look at the word and sentence level of a manuscript. Grammar, usage, spelling, and style are all concerns here. So are logic, consistencies, and basic facts.

To copyedit fiction, you should be familiar with some of the basics of story structure, story elements, and character building so that you can edit without harming the story. You need to be alert for continuity issues (e.g., changes in character descriptions) and plausibility. If the story is set in present day, the details should be right. If it’s set in the future or on another planet, the world should follow the rules the author set up. Keep an eye out for possible trademark and copyright issues, too.

Editcetera has a correspondence course on copyediting fiction, and at Copyediting we’ve covered fiction editing in a couple of ways:

  • A fiction-editing audio conference with Amy Schneider. For those who don’t know, Amy works as a freelance copyeditor for the big publisher, and authors regularly request her (translation: she really knows her stuff).
  • The April-May 2013 issue of the Copyediting newsletter. This issue contains several articles on fiction editing, including one by Amy on the style sheet she developed for editing fiction. I’ve used the style sheet; it’s fantastic.

As I said at the beginning, a lot of what I know about fiction I internalized a long time ago. What other tasks do you think are particular to fiction editing? What resources do you use to obtain the skills necessary? Share your thoughts below!

(Starting in September, you can read more about fiction editing in Amy Schneider’s monthly column.—AAE.)

Erin Brenner is the editor of the Copyediting newsletter and the owner of Right Touch Editing. You can follow her on Twitter. Erin is also a guest presenter at various conferences on topics of interest to freelancers.

August 18, 2014

Lyonizing Word: Let’s Go Spelunking

 Let’s Go Spelunking

by Jack Lyon

Spelunking is the recreational pastime of exploring caves. It’s a dark and dangerous hobby, an extreme sport for those who are confident in their ability to climb, navigate, and even swim (there’s usually water down there).

I try to avoid such hazards, but I’m not afraid to explore some of the deeper reaches of a computer program — Microsoft Word, for example. That’s one reason I know quite a bit about that particular program. Some of my friends, however, seem terrified of making a “mistake” on the computer. They want a concrete series of steps to follow in everything they do. “How can I make a word bold?” they ask. I reply:

  1. Double-click the word to select it.
  2. Click the “Bold” icon on the Ribbon.

Then they say, “Oh, that’s wonderful! Let me write that down for next time.”

There’s nothing inherently wrong with learning to use a computer in that way, and those who are comfortable with that should keep a big Microsoft Word reference book close at hand. These are probably the same people who would enjoy taking a guided tour of Timpanogos Cave, which is about an hour away from where I live.

But that’s a far cry from spelunking, and I doubt that any of the people on the tour discover something new.

So what kind of a person are you? Do you like someone to hold your hand along the well-marked trail? Or would you rather descend into the dark depths of the cavern with only a flashlight as your guide? Either way is fine, but sometimes it’s nice to get off the beaten path; you never know what you might find. As Henry David Thoreau once said, “Nature abhors a vacuum, and if I can only walk with sufficient carelessness I am sure to be filled.”

Want to learn something new about Word? Try exploring Word’s features that aren’t on any menu, the caverns that aren’t on the map. Here’s how:

  1. Press ALT+F8 to open the Macros dialog.
  2. Click the dropdown list next to “Macros in.”
  3. Select “Word Commands.”

Now, in the window under “Macro name,” you’ll see all of the commands available in Microsoft Word, whether they’re on the Ribbon or not. If you click one, you’ll see a description of its function under “Description,” at the bottom of the dialog. These descriptions are minimal at best, but along with the name of the command, they’ll give you some idea of what the command does. You can also click the “Run” button to run the command, which may give you even more insight. (Be sure to do this only with a junk document; you don’t want mess up an actual project.)

Let’s take a look. Don’t be afraid; I’ll be right behind you all the way.

So we’re scrolling through the list of Word commands in Word 2013, and what do we see? “CharacterRemoveStyle,” which, according to its description, “Clears character style from selection.” What?!? Does this mean it’s possible to remove a character style without affecting text-level formatting (such as italic)? If so, I sure didn’t know about it. Let’s find out. We type a junk sentence into a junk document:

This is a test to see what will happen.

We apply italic formatting to “test” and the character style “Emphasis” character style to “see”:

This is a test to see what will happen.

The formatting of those two words looks the same, but the formatting is not the same. Now let’s see if the “CharacterRemoveStyle” command works. We select the sentence, press ALT+F8, scroll down to “CharacterRemoveStyle,” and run it. Look at that! Our test sentence becomes:

This is a test to see what will happen.

The character style is gone, but the text-level formatting is still there. Neat!

Okay, one more, and then we’ll go back up to the surface. Down, down, down, scrolling, scrolling, scrolling. What’s this? “RestoreCharacterStyle.” I’ve never noticed that command before. The description says “Restores character style and removes direct formatting.” Could this be the inverse of the command we just finished exploring? Again we type our junk sentence and apply the same formatting as before:

This is a test to see what will happen.

Then we select the sentence and run the “RestoreCharacterStyle” command. Yes! The sentence now looks like this:

This is a test to see what will happen.

The text-level formatting is gone, but the character style remains!

But why does Microsoft say that this command restores a character style? If we remove the character style from our sentence and then run the command, does the character style come back? A quick experiment shows us that no, it doesn’t. Then why the odd name? I suspect that under the hood, Word is removing all character-level formatting but then restoring any formatting applied with a character style. It’s the equivalent of (1) identifying the character style, (2) pressing CTRL+SPACEBAR (to remove character-level formatting), and then (3) reapplying the character style — which means that the command was named from the programmer’s perspective rather than the user’s perspective. There’s a lot of stuff like that down here in the dark, and it’s part of what makes exploring so interesting.

Back up in the daylight, we assess our adventure, which I’d have to say has been a success. We’ve discovered two commands we didn’t know about before. Could they be useful in our actual editing work? Yes, indeed!

Personally, I enjoy crawling around down there in the bowels of Microsoft Word. Yes, it’s dark and it’s dirty, and sometimes I find something nasty under a rock. But I also make lots of interesting discoveries, and I nearly always learn something new.

How about you? Ready to go spelunking on your own? Have fun, and don’t forget your flashlight!

Jack Lyon (editor@editorium.com) owns and operates the Editorium, which provides macros and information to help editors and publishers do mundane tasks quickly and efficiently. He is the author of Microsoft Word for Publishing Professionals and of Macro Cookbook for Microsoft Word. Both books will help you learn more about macros and how to use them.

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