Tag Archives: tech tip

Fonts for Editing

Font geeks love to debate readability and myriad other details about fonts. The other thing that matters when editing is being able to tell when the wrong character has been used. Font choice can cleverly conceal a wrong character hiding in a document: a 1 looks like an l, a superscript o looks like a °, an ‘ masquerades as a ′…

screen capture showing one and ell are nearly identical in Times New Roman font as well as the similarity between a superscript letter O and a degree symbol.
Times New Roman makes telling the difference between a 1 and an l nearly impossible. The superscript O versus the degree symbol is easier to spot; if you know what it should look like, that is.
colour reveals which character is the one
The pink character in this word is actually the digit one. There are some indicators such as spacing and height, but it’s not easy to tell at usual working magnification.

Changing the font to one that shows a more drastic difference between characters is one solution. Some editors prefer to edit in Helvetica, Calibri, or Verdana for just such a reason. If you modify the font of the “Normal” Style, it’s easy to undo this font change before finalizing the file. The client will never know the trick that helped you spot those apostrophes that should be primes. Just turn off Track Changes when you change the font.


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Backup System Best Practices

You need more backup than hitting “save” every few minutes. You need a system that saves you from hours of redoing work because of a corrupted file or stolen computer. A thumb drive copy of working files is the absolute minimum you should have. Keep that backup in a separate and secure location, too.

The Backup Selections

The simplest solution is to back up everything, always. An archive of finished projects is the most old-school backup method (if permitted by your contract), but best practice is to back up all files on the schedule given here. This includes your business files (e.g., bookkeeping and marketing materials), and your email, calendar, contacts, and blog or website. Even back up your trash bin.

LFMF: I once wrote and deleted a whole chapter in a day. I couldn’t recover it when I reconsidered, because I did it between backups and I wasn’t backing up my trash bin. If your software isn’t a subscription, also back up your programs or applications folder. The wisest editors manually back up their macros too, as retrieving them from a backup file is a pain in the neck.

The Backup Schedule

Backup early and often, per this schedule of increasing intervals:

  • 1 backup per hour for the last 24 hours
  • 1 per day for 30 days
  • 1 per week for the last year
  • 1 per month older than one year

Destroy the oldest backup file when you’re out of storage space.

PRO TIP: Automated backup software (either built into your computer’s operating system or that comes with the backup drive you buy) uses a backup schedule something like this. The backup software also makes digging through backups easy.

Dispose of old backups with the same security measures you use for the backups that you keep. You have to be sure personal and proprietary information can’t be read by someone else.

The Backup Plan

Some editors save a backup file as they finish each chapter, giving it a new name. Others save a renamed file only at the end of each workday. Adding a descriptor such as “edited to Chapter 19” or “WIP” (for “work in progress”) helps keep these versions sorted. The cost of backup systems is now quite far below your hourly editing rate, so automating this process is highly cost effective as well as efficient and reliable.  Many computers and external hard drives come with backup software built in, such as Apple’s Time Machine or Carbonite for Windows-based computers. Backup software can also work with offsite systems (including “the cloud”) rather than your own on-desk hard drive (e.g., Dropbox). Just be aware that anyone with access to a shared file might inadvertently delete that file from their (and everyone’s) system. That said, hard drives can also fail. Solid-state systems (such as SSD) appear to be more stable than the old technology of spinning disks.  You can add space to a cloud backup system as you need it.

Whereas we used to keep every backup on a separate floppy disk, now they’re all on a single drive, making them vulnerable to a single failure; so consider having two drives that you swap every day or every week, depending on your risk tolerance.

The Location

There is no “cloud”—it’s just a hard drive in someone else’s building. Before storing backups in the cloud, consider restrictions stipulated in your work contract: The client may not allow you to store files offsite. They may prohibit foreign storage (common in government contracts), so find out where that cloud server is. They may also have security requirements such as physical locks, firewalls, encryption, and passwords. Though one advantage is that cloud services often have better system security than any one editor could afford.

LFMF: Ask if the location where the cloud server is based often loses power, such as on a storm-prone coast. Do they have emergency power, and backups of their own system?

If you keep backups in your own office, they are as vulnerable to theft and fire or water damage as your main computer is. A safety deposit box is physically secure offsite storage; even someone else’s office may be. At least put backups in a different part of your building, maybe in a fireproof safe. An old freezer can resist a lot of heat and water; that makes it a useful option for storing several hard drives or even laptops when you go away—just don’t plug it in.

The Insurance Plan

If your data is critical, follow the 3-2-1 rule: keep three copies of all data—two locally, on different media, and one copy offsite.

Quality check the backup system often. Verify its CIA: confidentiality, integrity, and availability. Is it protected? Is it working as planned? Are files undamaged? Can you get a file when needed? Is there more than one way to get at files? The nightmare these checks avoid is finding out the system hasn’t been working, just when you need it most.

PRO TIP: Use antivirus software and clean the system often. The last thing you want is to reactivate a virus when you access an archived file.

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Find out more about Best Practices for filing starting on p. 41 of the book.

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Fix the Tiny Type Size in Word’s Comments

Tired eyes, tiny type? Bump up the font size in the Reviewing Pane to read Comments and tracked changes in MS Word with less strain.

The easiest fix is to change the zoom setting in the Reviewing Pane. This doesn’t change the actual font size, but it makes it easier to read! Scroll down for video demos using Word 365 for Mac and for Windows.(Instructions on increasing font size in Comment balloons are here, but they don’t work in the 2019 version of Word because Comments are now set to “normal” style.)

Zoom to increase the font size

Use cmd + H (or ctrl + H on Windows) to open this sidebar. Then click the page-like icon to see this Reviewing Pane.
  1. Place the cursor in any comment you can see in the Reviewing Pane. (That’s on the left-hand sidebar shown above).
  2. From the View menu, select Zoom, then click 200% and OK. (Or simply move the zoom slider at the bottom right of the Word window.)

Mac demo

Windows demo

Other resources:
http://legalofficeguru.com/shrunken-comment-balloon/

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Find out more about using Track Changes starting on pp. 8–26 of the book.


Got a gnarly Word problem? Submit your problem and we’ll try to answer it in the new Q&A thread.


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© This blog and all materials in it are copyright Adrienne Montgomerie on the date of publication. All rights reserved. No portion may be stored or distributed without express written permission. Asking is easy!

5 Magic Ways to Select Text in MS Word

These fast and accurate ways to select text can revolutionize the way you work. Keyboard shortcuts are especially good when precision is required to cut, copy, or style content, or when a very large chunk is concerned. These shortcuts won’t jump unexpectedly like a mouse can.

Not only do these methods work in Word, they work in most other software including WordPress, Adobe Acrobat, and other content management systems. (Instructions for Windows users appear in brackets if they’re different from the Mac instructions.)

  1. Select the word the cursor is in, then the sentence, paragraph, or the whole document using this toggle repeatedly: fn + F8. To quit this mode, press escape.*
  2. Select an entire sentence with cmd + click anywhere in the sentence. (In Windows: ctrl + click)
  3. Select one word forward or back of the cursor’s position with shift + opt + right/left arrow. (In Windows: shift + ctrl + right/left arrow)
  4. Select one paragraph forward or back with shift + opt + up or down arrow. (In Windows: shift + ctrl + down/up arrow)
  5. Select a word with a double-click and the whole paragraph with three clicks.

*The fn key lets you access the root functions of the F keys that are now usually mapped to shortcuts like screen brightness and volume controls. If your F keys don’t operate computer functions, you may not have to press the fn key.

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Find out more about Alternatives to Macros, starting on p. 76 of the book.

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cover of Editing in Word 2016 2nd ed