Using PerfectIt to Check Consistency and House Style
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1 Part 1: Consistency Using PerfectIt to Check Consistency and House Style Daniel Heuman, CEO and Founder Intelligent Editing What is PerfectIt Who uses PerfectIt PerfectIt s tests Why use PerfectIt Demo and walkthrough Built in Styles What Is PerfectIt? MS Word add in for PCs (PerfectIt 3) Mac compatible if using Office 2016 (PerfectIt Cloud) Runs from the toolbar / ribbon Consistency checker Hyphenation Abbreviations Numbers Spelling Capitalization Lists Headers Customizable to check style guides Who Uses PerfectIt? Professional editors Over 500 members of SfEP Members of EAC, SENSE, EASE, MET, EFA. Professional translators Over 450 members of the ProZ translation community Major Companies United HealthCare Cessna Aircraft Government Institutions Council of Europe Australian National University European Space Agency OECD Mac or PC? PerfectIt Cloud v Version 3 Cloud Faster to use Simpler interface Works across all devices Version 3 Finds more errors (footnotes) Customizable No internet access required 1
2 The Office Store PerfectIt s Tests Hyphenation (broad based / broad based) Numbers (numerals / words) Spelling (advisor / adviser) Abbreviations Words in capitals (Dollars / dollars) Header capitalisation Lists (punctuation and capitals) Comments left in text Why Use PerfectIt Which Button Do You Press First? Consistency mistakes are difficult to find Spotting consistency mistakes is time consuming. It s better to spend that on substantive edits Write your way no templates, forms or markers Existing checking software: Can t find consistency mistakes Isn t built for professionals Finds consistency errors in seconds Which Button Do You Press First? Demo 2
3 Built In Style Sheets Style sheets available in PerfectIt 3: UK, US, Canadian, and Australian Spelling EU, UN, WHO, and Australian Government Styles American Legal Style Select from the dropdown list Part 2: Enforcing House Style Objectives What Are House Styles? Creating Style Sheets Editing Settings and Style Points Find and Replace (Always Find and Wildcards) Sections to Skip Sharing Style Sheets User Notes Pricing Objectives Goal is to make you comfortable with PerfectIt s Style Sheet Editor Comprehensive video tutorials on YouTube: No need to write anything! What are House Styles? Wide variety PerfectIt can check Spelling Hyphenation PerfectIt cannot check Grammar References PerfectIt can sometimes check Numbers Bullets Personal titles Capitalization How to Create a Style Sheet Open Word Click the PerfectIt Ribbon Click Manage Styles Click New Give the style sheet a name PerfectIt s Style Sheet Editor Select your style, click Edit Current Style The tool for editing style sheets 3
4 How to Edit Settings Click the Settings tab in the Style Sheet Editor Scroll down to Spelling Variations Click on Ise and Ize Endings Choose Prefer S, then Apply, then Save & Exit Set Preferences for Style Points Same controls as editing settings Choose abbreviation format, currency preferences, decades, decimals, en dashes, ordinals, and more. Italics, Prefixes and Superscripts Click the Italics tab in the Style Sheet Editor Set preferences for each word Add new words Functionality the same for italics, prefixes, and superscripts/subscripts. Find / Replace Click the Always Find tab in the Style Sheet Editor In the top dropdown, click Spelling variations In the first test box, type adviser In the second box, type advisor Click Add Then Save & Exit and then OK One find/replace match per line Each match needs to be linked to a test Wildcards Wildcard Cookbook for Microsoft Word by Jack Lyon Wildcard Search and Replace Click the Wildcards tab Enter in all your wildcard F&R patterns at once Graham Mayor reference list: general/usingwildcards.htm 4
5 Sections to Skip Sharing Style Sheets How to Add a User Note Click the Always Find tab in the Style Sheet Editor In the top dropdown, click Hyphenation of Phrases In the first test box, type well known In the second box, type well known Click Add In the style sheet editor click well known Scroll to the right and in the Style Notes column, type Hyphenate if before a noun Press enter and choose Save & Exit 5
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