First you need to customize some of the settings in Microsoft Word, and you need to begin with the proper Wiley template.
Note: These instructions assume that you're using Microsoft Word 97 or 2000 for Windows. The Wiley templates are designed to work best with these versions of Word.
Setting up Word to WriteMicrosoft Word comes with many "helpful" default settings and features that are designed to help users focus on their content without worrying about formatting. However, Wiley templates use very specific formatting, and many of Word's helpful features will cause problems when the files are converted to Quark. To prevent Word from interfering with the templates, you should change some of Word's default settings.
Select Tools
Options. The Options dialog box opens, and the View
tab is selected by default.
Set the "Style area width" setting to a number between 0.7 and 1.0 inches. This will enable you to see the style tags clearly in the left margin.
Click the Edit tab. The next-to-last checkbox item is "Tabs and backspace set left indent." This box should not be checked. If you leave this box checked, you may accidentally change the margins of the document as you work.
Click OK when you're finished changing these settings.
Next, select Tools
AutoCorrect. Click the "AutoFormat As You Type" tab.
Make sure the following items are NOT checked:
- Automatic bulleted lists
- Automatic numbered lists
- Ordinals (1st) with superscript
- Fractions (1/2) with fraction character ?
- Symbol characters (--) with symbols (?)
- *Bold* and _underline_ with real formatting
- Internet and network paths with hyperlinks
- Format beginning of list item like the one before it
- Define styles based on your formatting
Click OK when you're finished changing these settings.
Applying a TemplateAll chapters for Wiley products are created in Microsoft Word using a particular template. This template contains the styles necessary to properly format each element of the chapter in our automated layout process. Each series (such as Bible) has its own template with slightly different styles. If you do not have the template, contact your editor before writing.
Note: Please do not rename the template. The template names are not very intuitive, but they indicate the correct series and version number.
Installing the TemplateTo install the template for use with your copy of Word, you need to
know where Microsoft Word looks for templates. Select Tools
Options, and click the File Locations tab. The third entry down should read
"User templates." Make a note of the path in the right column. You may need to
double-click "User templates" to see the entire path. The default location for
templates varies depending on your version of Word:
- In Word 97, the path is C:\Program Files\MicrosoftOffice\Templates
- In Word 2000, the path is C:\Windows\ApplicationData\Microsoft\Templates
Once you know the folder location, simply copy the Wiley template to that folder. The template is now ready for use with Word.
Starting a New ChapterWhen starting a new chapter, the easiest way to make sure the correct template is attached is to create a new document using that template.
- Select File
New. (Note: You must
do this from the menu. Do not click the "New Document" button on Word's
toolbar, or you will create a new document based on a different template.) The
New dialog box appears.
- A list of available templates is displayed.
Double-click the appropriate template for this book.
- A new document opens. The document might contain a table with cells for you to
enter some information about the chapter. Fill in all the information you have
available, especially the part title and chapter title. If it doesn't contain a
table, don't worry about it.
Important: If you are writing a book based on beta software, indicate the build you used to write the chapter at the top of the chapter file. This way, you and the DE can more easily track which version the chapter is based on, which will make it much easier to update the text and figures to reflect the final version of the software during Author Review.
All new chapters should be started with the method listed above. However, if you wrote chapters before you received the template, you need to attach the correct template, add the manuscript table, and re-style the text in the chapter. To apply the template, execute the following steps:
- Select Tools
Templates and Add-Ins.
The Templates and Add-Ins dialog box appears. The "Document template" section
at the top of the dialog box lists the template currently applied to this
document. To change it, click the Attach? button on the right.
- The Attach Template dialog box appears.
Select the appropriate template and click Open. The Templates and Add-Ins
dialog box reappears, with the correct template listed. Check the checkbox
labeled "Automatically update document styles." Then click OK.
The correct template is now attached. Depending on the template that was previously attached, some of the text may now be bright green.
Finally, you may need to re-style the text in the chapter, if an incorrect template was previously attached to the document. Any text that now appears in bright green is styled with an invalid style. You must re-style all this text according to the instructions in the next section of these guidelines.
Applying StylesAs you write, you'll use a variety of different formats to convey your content: regular text, headings, bullet lists, figure captions, and so on. Each of these different types of text has its own format in the finished book. To help with the layout process, each paragraph has a tag that identifies what kind of text it is. In Microsoft Word, these tags are called styles, and a specific list of styles is built into each template.
The exact list of styles varies with each template, but some of the more basic ones are constant. Regular text is styled as GX (or as Normal, depending on the series); headings are styled as Heading 1, Heading 2, Heading 3, or Heading 4; bullet list items are styled as BL, and numbered list items are styled as NL. (Numbered lists are used to represent items that need to be in sequential order. Bulleted lists are used when no specific order is required.) Note that the style of a paragraph affects the font, point size, and color of the text, as well as the space above and below each paragraph. These variations are built into the template as a visual cue to help differentiate the styles; they are not representations of how the text will look in the finished book.
If you set up Word as described at the beginning of this section, you'll see a column on the left side of your Word window. This is called the style area. The style for each paragraph is listed in the style area, as shown in Figure 4-1.
Figure 4-1: The Word window, with style area showing
To change the style of a paragraph, simply place your cursor somewhere in the paragraph and select the new style. You don't need to select the text; just placing the cursor in the paragraph is enough. To select a new style, either use the toolbar button or select the style from the style box:
- The main element toolbar is an extra toolbar
that's built into the Wiley template. It provides buttons for each category of
style. When you click a button on the main element toolbar, it opens a
corresponding subsequent style toolbar. For example, if you click the Code
button, a subsequent style bar of specific code styles opens.
- The subsequent style bar shows the actual styles
that you can apply to various elements. To apply a style, click the button for
that style, and the appropriate style is applied to the paragraph.
- The style box is on the left side of the default
Word formatting toolbar. Click the down arrow in the drop-down box to see a
complete list of the styles available for this document. Scroll to the style
you want to use for this paragraph, and click it.
For best results, select the style as you begin to type each paragraph. The styles are designed so that when you finish a paragraph and hit the return key, the most likely style for the next paragraph is automatically selected. For example, heading paragraphs are automatically followed by a GX (or Normal) paragraph.
Use the Style Table for the series you're writing in to select the correct style for each element. Style Tables will be discussed in the section "Using the series guidelines."
Styling icons is a special case. "Icon" in this instance refers to a special treatment for a brief section of text referred to as a Note, a Tip, a Caution, or other noteworthy item. If you have questions about icons, please consult your editor.
Using the Series GuidelinesIt is extremely important to follow the series guidelines specifically, including all necessary elements and formatting them appropriately. Although the styles for common elements are the same across all Wiley templates, some elements vary with each series. Therefore, consult the Style Table (if there is one) for the series you're writing in to know which styles to use. The Style Table lists each style name, what the style is used for, and any special formatting necessary for that style. Any questions you have regarding styles should be directed to your Development Editor.
If you can't find a style that corresponds to an element you want to use, don't create a new style or alter the template in any way. Changing the template causes errors in the layout process, which will delay the release of your book. Instead, contact your DE; he or she will suggest an existing style to use, or will help you come up with a different way to present the content.
Your DE will evaluate your sample chapter for correct use of the styles, and will provide coaching, but keep in mind, applying styles is your responsibility. If, after appropriate coaching, the chapters are styled incorrectly, the DE may choose to return the chapters to you to be done correctly. The list of styles can be confusing at first, but with a little practice, the system is easy to use.
