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Implementing Chicago Manual of Style changes with PerfectIt

Scores of changes have been introduced in the 18th edition of the Chicago Manual of Style (CMOS). You can find a list of all the changes here.

PerfectIt includes a style sheet for the Chicago Manual of Style, but it has not been updated for the 18th edition, so I decided to give a few examples of how we can get PerfectIt to apply some of the new rules. (For more examples of advanced methods to enforce style rules, don’t miss my PerfectIt masterclass, which you can sign up for here.)

Written instructions are provided below the video.

Before adding these rules, I recommend you create a copy of the CMOS style sheet. You might want to call it something like “Chicago plus my edits”.

1
New CMOS rule 7.96: “The word ebook is now closed rather than hyphenated.”

PerfectIt’s existing CMOS style sheet included a rule to ensure a hyphen was used. Under “Always Find”, go to the “Search” box (bottom-left) and enter “e-book” (without the quotation marks.

Notice that the old checks were incorrectly added as “Preferred spelling” checks. They should have been entered as “Hyphenation of words” checks. In any case, we need to delete them, as they are now obsolete.

Click on the first line containing “e-book”, so that the row is highlighted in blue, then click on “Delete” four times, to delete the four entries.

Next, add the following simple rules to replace them (basic rules like these are covered in my “Introduction to PerfectIt” course):

When PerfectIt is running the check for: Hyphenation of words
PerfectIt should warn if it finds the phrase: e-book
If it finds the phrase, it should suggest: ebook
Instructions: The word ebook is now closed rather than hyphenated.

When PerfectIt is running the check for: Hyphenation of words
PerfectIt should warn if it finds the phrase: e-books
If it finds the phrase, it should suggest: ebooks
Instructions: The word ebook is now closed rather than hyphenated.

You can also add the capitalization rules to ensure that the initial e is not capitalized (unless it’s at the start of a sentence):
When PerfectIt is running the check for: Capitalization of phrases
If it finds the phrase, it should suggest: Ebook
Instructions: The word “ebook” does not take an initial cap.

You can also add the capitalization rules to ensure that the initial e is not capitalized (unless it’s at the start of a sentence):
When PerfectIt is running the check for: Capitalization of phrases
If it finds the phrase, it should suggest: Ebooks
Instructions: The word “ebook” does not take an initial cap.

2
New CMOS rule 6.85: “An en dash rather than a hyphen should be used between the names of two or more people used as a compound modifier before a noun (e.g., “Ali–Frazier match”; “Epstein–Barr virus”).”

PerfectIt’s existing CMOS style sheet did not include such a check for the old rule (with a hyphen), so there is no check to replace.

Simply add the following check in Wildcards:

When PerfectIt is running the check for: Wildcard Find and Replace
PerfectIt should warn if it finds the phrase: (<[A-Z][a-z]@)-([A-Z][a-z]@>)
If it finds the phrase, it should suggest: \1–\2
Instructions: Use an en dash, not a hyphen, between the names of two or more people used as a compound modifier before a noun (e.g., “Ali–Frazier match”; “Epstein–Barr virus”).

3
New CMOS rule 7.86: “An apostrophe is now used before the “s” to form the plural of a capital letter.”

Again, PerfectIt’s existing CMOS style sheet did not include such a check for the old rule (with a hyphen), so there is no check to replace.

Simply add the following check in Wildcards:

When PerfectIt is running the check for: Wildcard Find and Replace
PerfectIt should warn if it finds the phrase: <([A-Z])s>
If it finds the phrase, it should suggest: \1’s
Instructions: Use an apostrophe before the “s” to form the plural of a capital letter.

Note the “Except after” rules, designed to prevent, for example, the words “As” and “They” from being flagged when they appear at the beginning of a sentence.

If you want to test the above rules, you can use the dummy text at the bottom of this post. With rule number 3, notice the false positives if you don’t include the “Except after” rule.

If you found this post useful, please like and share it.

Is there something you’d like to have checked in your documents but you don’t know how? Leave a comment below, and I’ll do my best to help.

Dummy text for testing the above rules (paste this dummy text into Word then run PerfectIt with the style sheet you edited):

This is a dummy text for testing the rules described above. First, I’m going to mention an e-book. Then I’m going to write about the Duckworth-Lewis method. As Messieurs Duckworth and Lewis are so smart, they must have got straight As at school. Is that not true?

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Writing special characters in Khoekhoegowab

Writing in Namibia’s indigenous languages can be difficult, since the keyboards we use in Namibia are not designed for typing the special characters used in our country’s languages.

That’s why I created tools to make these special characters more accessible: one for Khoekhoegowab (also known as Nama/Damara) and one for Otjiherero.

Download the Khoekhoegowab tool.

How to use the tool

Continue reading

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How to change the language in all stories (including comments) in a Word document

Updated version uploaded on 1 December 2022. This updated version includes a correction of the error that was in the video and other minor tweaks, and it now updates the language in certain cases where it previously did not work.

Ever felt frustrated when Word keeps selecting the wrong language every time you add a comment? This video explains how to change the language for all elements of a Word document, including footnotes, comments and text boxed, in an instant.

The macro code is below. The video explains how to import the code. Note that near the top of the code, sandwiched between asterisks, there is a line you may need to change, depending on the language and variety that you want to use.

Please leave a comment to let me know whether it works for you.


Sub LanguageAllStyles()

Dim LanguageId As MsoLanguageID

'***************
LanguageId = msoLanguageIDEnglishUK ' Insert the Name or the Value listed at https://learn.microsoft.com/en-us/office/vba/api/word.wdlanguageid.

'***************

' Macro to change language in styles
' Loosely based on a macro posted by Macropod (17 July 2012)
' http://www.vbaexpress.com/forum/showthread.php?42993-Solved-Macro-to-change-all-styles-to-a-specific-languageDim TrackChangesActive As Boolean ' Only possible values are True/False

Dim CheckSpellingAsYouTypeActive As Boolean
Dim CheckGrammarAsYouTypeActive As Boolean
Dim ShowFormatChanges As Boolean
Dim doc As Document
Dim SkipTrackChangesQuestion As Boolean

Dim oDoc As Document, oSty As Style, oStor As Range

Application.ScreenUpdating = False

'Block taken from my personal “MacroSwitchesOff” code
If Options.CheckSpellingAsYouType = True Then CheckSpellingAsYouTypeActive = True Else CheckSpellingAsYouTypeActive = False ' Checks whether CheckSpellingAsYouType is switched on.
Options.CheckSpellingAsYouType = False
' Forces Word to check everything again with the new language. Cancel the above line if you don’t want Word to forget when you’ve “Ignored” a flagged spelling.
' Without switching this setting off and on, Word still underlines words that are correctly written in the new language.
If Options.CheckGrammarAsYouType = True Then CheckGrammarAsYouTypeActive = True Else CheckGrammarAsYouTypeActive = False
Options.CheckGrammarAsYouType = False
' See previous comment

If ActiveDocument.ActiveWindow.View.ShowFormatChanges = True Then ShowFormatChanges = True Else ShowFormatChanges = False
ActiveDocument.ActiveWindow.View.ShowFormatChanges = False
'Check whether Format changes are shown

If ActiveDocument.TrackRevisions = True Then TrackChangesActive = True Else TrackChangesActive = False

If SkipTrackChangesQuestion <> True Then ' Skip the track changes question
If MsgBox("Perform the operation with track changes?", _
vbYesNoCancel) = vbNo Then
ActiveDocument.TrackRevisions = False
Else
ActiveDocument.TrackRevisions = True
End If
End If

Set oDoc = ActiveDocument
With oDoc
For Each oSty In .Styles
StatusBar = oSty
On Error Resume Next
oSty.LanguageId = LanguageId
On Error GoTo 0
Next
End With

With oDoc
For Each oStor In .StoryRanges
StatusBar = "Setting story " & oStor & " to language " & LanguageId
oStor.LanguageId = LanguageId
Next oStor
End With

ActiveDocument.Range.LanguageId = LanguageId ' Uses the normal method, equivalent of pressing ctrl+a and setting the language.

'Block taken from my personal “MacroSwitchesOnAgain” code
' The lines below revert settings to the status they had before the macro was run
If TrackChangesActive = True Then ActiveDocument.TrackRevisions = True
If CheckSpellingAsYouTypeActive = True Then Options.CheckSpellingAsYouType = True
If CheckGrammarAsYouTypeActive = True Then Options.CheckGrammarAsYouType = True
If ShowFormatChanges = True Then ActiveDocument.ActiveWindow.View.ShowFormatChanges = True
ActiveDocument.ActiveWindow.View.ShowFormatChanges = True

Application.ScreenUpdating = True

MsgBox ("Finished! The language of all sections of the document has been set to " & LanguageId & ". If you wanted to select another language, open the VBA editor by pressing alt+f11 and change the 'LanguageID' shown at the top of the script")
End Sub

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Macro to prepare documents for monolingual review in memoQ (and possibly other CAT tools)

MemoQ’s monolingual review feature works best with clean Word documents containing no tracked changes or comments. If you import a document in which changes are still visible or in which there are comments, memoQ will add lots of code to the target text, which you don’t want.

This macro cleans the document up and saves it under a new filename (so that you don’t overwrite the commented version), making it ready to be imported as a monolingual review.

The macro includes comments to explain what some of the lines are doing and how you can adjust the macro to meet your needs.

Since many translators use only straight apostrophes and quotation marks in memoQ, then convert them to the curly variety in the final document sent to the client, the macro includes an optional line (deactivated by default) that will revert all apostrophes and quotation marks to the straight variety. Please read the instructions carefully if you wish to use that line.

Thanks to Kevin Mote, who provided the code for the part of the macro that renames the file. My code is a slightly modified version of his. In particular, unlike Kevin’s version, mine does not overwrite the old version, since most translators would want to keep a copy of the commented version they sent to their client.


Sub PrepareForMemoQMonolingualReview()
' memoQ's monolingual review feature works best when you import a document with no tracked changes and no comments.
' This macro removes them, then resaves the file with "clean-for-import" appended to the file name.
' The part that appends the filename is adapted from the macro provided by Kevin Mote (https://www.linkedin.com/in/kevinmote/) at https://superuser.com/a/781501. Thank you Kevin. This was very helpful!
' Please note that, unlike Kevin's macro, this version does not delete the original file.
Dim strFileFullName, strFileName, strNewName, strFileExtension As String
'
ActiveDocument.AcceptAllRevisions ' Accepts all tracked changes
ActiveDocument.TrackRevisions = False ' Switches off track changes
ActiveDocument.DeleteAllComments ' Deletes all comments in the active document.

ReplaceQuotes ' Reverts quotation marks and apostrophes back to the straight variety, assuming that this is the variety that was used while working in the CAT tool.
' Remove the apostrophe from the above line if you want the monolingual review document to revert to straight apostrophes and quotation marks.
' Note that to run the above line you also need to have installed the "ReplaceQuotes" and "QuotesReplacementBothWays" macros, which I provided along with several others in a blog post at http://www.anglopremier.com/blog/?p=1119.
' *****ADDITIONAL OPTION DESCRIBED ABOVE*****

' Get current name:
strFileFullName = ActiveDocument.FullName 'for Word docs
'strFileFullName = ActiveWorkbook.FullName 'Use this line instead for for Excel docs
'strFileFullName = Application.ActivePresentation.FullName 'Use this line instead for Powerpoint presentations
If (InStr(strFileFullName, ".") = 0) Then ' Checks whether the full file name contains a file extension by looking for a dot.
res = MsgBox("File has not been saved. Can't rename it.", , "Rename File")
Exit Sub
End If
' strFileName = Right(strFileFullName, Len(strFileFullName) - InStrRev(strFileFullName, "\")) 'strip path - not used. Next line used instead.
strFileName = strFileFullName
strFileExtension = Right(strFileName, Len(strFileName) - InStrRev(strFileName, ".")) ' Identifies the file extension
strFileName = Left(strFileName, (InStr(strFileName, ".") - 1)) ' Strips the extension from the strFileName variable
' If InStr(3, strFileName, "_Delivery", 1) <> 0 Then strFileName = Left(strFileName, (InStr(strFileName, "_Delivery", 1) - 1))
' The above line is not used. Originally intended to strip the word "_Delivery" and the delivery number from the file name (assumes "Delivery" is at least the third character; not case-sensitive). But I dedcided I wanted to keep the delivery number.
' If you wish to remove something from the file name you can reinstate the above line (remove the apostrophe) and replace "_Delivery" with whatever you want to remove.

' Prompt for new name. Replace "_clean-for-import" on the next line if you prefer something else to be appended by default.
strNewName = InputBox("Rename this file to:", "Rename File", strFileName & "_clean-for-import." & strFileExtension) 'Saves with the new name. Extension is not changed.
If (strNewName = "") Or (strNewName = strFileName) Then ' (Check whether user cancelled)
Exit Sub
End If

' Save file with new name:
ActiveDocument.SaveAs2 FileName:=strNewName 'for Word docs
'ActiveWorkbook.SaveAs2 FileName:=strNewName 'for Excel docs
'Application.ActivePresentation.SaveAs FileName:=strNewName 'for Powerpoint presentations

End Sub

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Macros to replace apostrophes and quotation marks before and after using a CAT tool

To ensure that concordance searches in translation memories work properly and to increase fuzzy matches, many translators systematically replace curly apostrophes and quotation marks with straight ones before importing a document into their CAT tool, then revert them back to the curly variety before delivering the final document to the client.

Until recently, I used a very simple find/replace macro to achieve this, but then I realized that the macro didn’t replace apostrophes and quotation marks situated. I searched online and found a solution that works not only in the main document but also in footnotes and text boxes. Thanks to Doug Robbins and Greg Maxey, whose work I drew on to create one of the macros below.

Copy the following code into a single module in your normal.dotm template, then run the ReplaceQuotes macro before importing your document into your CAT tool and the ReinstateQuotes macro after you have exported from your CAT tool to Word.

I’ve included extensive comments so that you can understand what each line is doing and adapt it as necessary.

Sub ReplaceQuotes() ‘ Replace curly quotation marks and apostrophes with straight ones.
Options.AutoFormatAsYouTypeReplaceQuotes = False ‘ Sets autoformat option not to replace curly quotes with straight ones. This is reset in the final like of the QuotesReplacementBothWays macro.
QuotesReplacementBothWays
End Sub

Sub ReinstateQuotes() ‘ Replace straight quotation marks and apostrophes with curly ones.
Options.AutoFormatAsYouTypeReplaceQuotes = True ‘ Sets autoformat option to replace curly quotes with straight ones, in case the user has manually set the option to false before running the macro.
QuotesReplacementBothWays
End Sub

Sub QuotesReplacementBothWays()
pFindTxtFromOtherMacro = “‘”
pReplaceTxtFromOtherMacro = “‘”
FindReplaceAnywhere
pFindTxtFromOtherMacro = “””” ‘ Find all quotation marks (smart or curly). Four quotation marks are needed because the ” symbol has a special meaning that must be cancelled.
pReplaceTxtFromOtherMacro = “””” ‘ Replaces with smart or curly, depending on whether ReplaceQuotes or ReinstateQuotes was run.
FindReplaceAnywhere

‘ Remove the apostrophes from the start of each line in this section to replace French guillemets with English-style straight quotation marks.
‘ pFindTxtFromOtherMacro = “« ” ‘ Find all opening guillemets followed by a space (incl. non-breaking spaces).
‘ FindReplaceAnywhere
‘ pFindTxtFromOtherMacro = “«” ‘ Find remaining opening guillemets with no space after.
‘ FindReplaceAnywhere
‘ pFindTxtFromOtherMacro = ” »” ‘ Find all closing guillemets preceded by a space (incl. non-breaking spaces).
‘ FindReplaceAnywhere
‘ pFindTxtFromOtherMacro = “»” ‘ Find remaining closing guillemets with no space before.
‘ FindReplaceAnywhere

pFindTxtFromOtherMacro = “” ‘ Makes the variable empty again
pReplaceTxtFromOtherMacro = “” ‘ Makes the variable empty again
Options.AutoFormatAsYouTypeReplaceQuotes = True ‘ Reverts to Word’s default setting. Change this to “False” if you prefer Word not to replace straight quotes with curly ones as you type.
End Sub

Public Sub FindReplaceAnywhere()
‘Performs a find/replace on all parts of a text, including footnotes, text boxes, etc.
‘Found on various webpages, but seems to have been originally created by Doug Robbins and Greg Maxey (https://wordmvp.com/FAQs/Customization/ReplaceAnywhere.htm).
‘Adapted so that it can be run with the find and replace strings pre-defined by other macros.

Dim rngStory As Word.Range
Dim pFindTxt As String
Dim pReplaceTxt As String
Dim lngJunk As Long
Dim oShp As Shape

If pFindTxtFromOtherMacro = “” Then
‘ This macro can be used on its own, in which case the user is asked what Word should find.
pFindTxt = InputBox(“Enter the text that you want to find.” _
, “FIND”)

If pFindTxt = “” Then
MsgBox “Cancelled by User”
Exit Sub
End If

Else
pFindTxt = pFindTxtFromOtherMacro
End If

TryAgain:
If pReplaceTxtFromOtherMacro = “” Then
‘ This macro can be used on its own, in which case the user is asked what Word should replace the found string with.
pReplaceTxt = InputBox(“Enter the replacement.”, “REPLACE”)

If pReplaceTxt = “” Then
If MsgBox(“Do you just want to delete the found text?”, _
vbYesNoCancel) = vbNo Then
GoTo TryAgain
ElseIf vbCancel Then
MsgBox “Cancelled by User.”
Exit Sub
End If
End If

Else
pReplaceTxt = pReplaceTxtFromOtherMacro
End If

lngJunk = ActiveDocument.Sections(1).Headers(1).Range.StoryType ‘Fix the skipped blank Header/Footer problem

For Each rngStory In ActiveDocument.StoryRanges ‘Iterate through all story types in the current document

Do
SearchAndReplaceInStory rngStory, pFindTxt, pReplaceTxt
On Error Resume Next

Select Case rngStory.StoryType

Case 6, 7, 8, 9, 10, 11
If rngStory.ShapeRange.Count > 0 Then
For Each oShp In rngStory.ShapeRange
If oShp.TextFrame.HasText Then
SearchAndReplaceInStory oShp.TextFrame.TextRange, _
pFindTxt, pReplaceTxt
End If
Next
End If
Case Else

End Select

On Error GoTo 0

Set rngStory = rngStory.NextStoryRange ‘Get next linked story (if any)

Loop Until rngStory Is Nothing ‘ Loops back to the “Do”

Next ‘ Loops back to “For Each rngStory”

End Sub

Public Sub SearchAndReplaceInStory(ByVal rngStory As Word.Range, _
ByVal strSearch As String, ByVal strReplace As String)

With rngStory.Find
.ClearFormatting
.Replacement.ClearFormatting
.Text = strSearch
.Replacement.Text = strReplace
.Wrap = wdFindContinue
.Execute Replace:=wdReplaceAll
End With

End Sub

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For your critical documents, don’t trust a translator!

Hear me out… You’ve spent days or weeks working with a team to fine-tune your document before it is published. Now, it’s time to get it translated, so all you need is a good translator, right?

Wrong. If you needed a team to put together the original version, what makes you think a translator working alone will produce what you need? For your most critical documents, don’t trust a translator, trust a translation team. If you hire a translator who will work with another colleague, you’re more likely to receive a translation that has the same impact as the text you produced.

My workflow varies from project to project. For instance, for a recent document that had lots of short, catchy titles, I had a brainstorming session on the phone with my colleague, but I wouldn’t do that for every project. Here’s a typical workflow I might use when working with a colleague on an important document:

Step 1 – My first version: The fact my work will be read by an accomplished colleague shouldn’t make any difference. But I’ll be honest with you: it does. My reputation is important to me, and I know my colleague will pick up on anything that doesn’t quite sound right, or worse, any blatant mistranslations. So I read my work a little more carefully before passing it on. For some parts of the text, I even offer two solutions and leave a note asking my colleague which one he or she prefers.

Step 2 – My colleague’s edits: My colleague reads my work through carefully, edits it to improve the text, and adds additional comments with other ideas.

Step 3 – I go through all my colleague’s changes. Some of them I accept; some I reject; some I replace with a better idea.

Step 4 – My colleague looks at my feedback, and makes additional suggestions.

Step 5 – Depending on how much discussion is still taking place, I’ll either finalise the text or get on the phone and discuss the last few points.

Step 6 – I read through the entire text one last time in English to check the overall flow of the text before sending it to the client.

If it took an entire team to draft your document, or you had five different versions before you produced the definitive one, don’t have it translated by a translator working alone. Find a team.

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La facturation en monnaie étrangère : un formulaire pour convertir les prix en euros selon la loi française

La loi française permet la facturation en monnaie étrangère, et le portail de l’Économie, des Finances, de l’Action et des Comptes publics explique comment le faire.

Pour le calcul du montant en euros de vos factures, j’ai créé un formulaire Excel. Il suffit d’introduire la date de facture, le montant et la devise pour que le formulaire vous calcule le montant en euros selon les deux méthodes permis par la loi française. Les taux de changes utilisés pour les conversions sont les taux officiaux de la Banque centrale européenne, qui publie les taux de référence utilisés par les autorités françaises.

ConversionFacturesDevises par anglopremier.com.

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How to remove an initial cap from glossary entries

Many online glossaries start every term with a capital letter, such as in this example:

  • Comptes d’accumulation
  • Accumulation accounts

Since these terms would only be capped at the start of a sentence, translators ought to import them without the initial caps.

Use the following formula in Excel to remove leading caps. The formula below assumes the first term is in cell E1, but to change it to wherever your first term is, then paste it down all the rows containing terms.

=IF(EXACT(UPPER(MID(E1,2,1)),MID(E1,2,1))=TRUE,E1,LOWER(LEFT(E1,1))&RIGHT(E1,LEN(E1)-1))

Please note that if you don’t use Excel in English, you will need to translate the formula words. Also, if you have your system set to use decimal commas, replace the commas in the formula with semi-colons.

The reason the formula is so long is because it initially checks to see whether the second character is capped. If the second character is also capped, it assumes the term is an acronym, and therefore does not change the first character to lower case.

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Configuration de l’orthographe traditionnelle dans Word

Word vous souligne le mot “oignon”, ou il ne vous signale pas que vous avez oublié l’accent circonflexe sur le mot “parait”? C’est parce que par défaut Word utilise l’orthographe réformée de 1990.

Si, comme moi, vous préférez l’orthographe traditionnelle, ou c’est ce que votre client exige, il suffit de changer les options dans Word. Cette vidéo vous expliquera comment le faire.

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