Style Guide First Expanded Version December 2007 Introduction Introduction Welcome to the NERC Style Guide. To make the most of this document now and in the future, we suggest you: • Refer to a printed copy of the guide • Refer to a printed copy of the Glossary of Terms Used in Reliability Standards • Review the guide and highlight the most relevant areas to the work that you produce • Make notes on your copy about questions or suggestions • Contribute suggestions (Because there are hundreds of different sources and reasons for writing styles, if suggestions could be accompanied with explanations, they can support the pace of review and inclusion) • Recognize that footnotes are included for context and tracking of sources that impact NERC house style, and as such should not replace the information noted in the guide unless a footnote includes “for more information” • Recognize that: Each individual and program currently functions differently regarding certain writing styles Efforts to establish some foundation of basic style guides applicable to NERC for all to use represent a starting point to build upon, not an end point This document is a guide This guide is a “living document” and NERC will update it as needed. NERC Style Guide First Expanded Version, December 2007 2 Table of Contents Table of Contents Introduction..................................................................................................................................... 2 Table of Contents............................................................................................................................ 3 Chapter 1 — Background ............................................................................................................... 4 Chapter 2 — Proper Usage ............................................................................................................. 5 Chapter 3 — Abbreviations, Acronyms, Initialisms..................................................................... 20 Chapter 4 — Capitalization .......................................................................................................... 25 Chapter 5 — Punctuation.............................................................................................................. 27 Chapter 6 — Numbers .................................................................................................................. 30 Chapter 7 — Commonly Misused Words..................................................................................... 32 Chapter 8 — Words/Phrases to Avoid.......................................................................................... 36 Chapter 9 — Formatting ............................................................................................................... 38 Chapter 10 — E-mail Guidelines.................................................................................................. 44 NERC Style Guide First Expanded Version, December 2007 3 Chapter 1 — Background Chapter 1 — Background The electric reliability organization functions have compounded the amount and scope of NERC written products, as well as the number of individuals involved in producing those products. Similar to the fact that NERC did not have formal reliability standards before the 2003 blackout, NERC has not had formal writing style standards to parallel the increased writing activities. The former NERC style guide served mostly as a tool for the administrative staff to support back-end production of NERC documents. However, the significant increase in the amount and range of NERC document production requires a tool that functions to: • Continue serving the back-end process, and • Begin serving the front-end process, which includes making the tool useful for NERC staff, industry volunteers, and contractors who plan, develop, write, edit, proofread, and finalize NERC documents Additionally, the two main sources NERC has used for clarification on the proper writing style — Chicago Manual of Style and the style used by the Institute of Electrical and Electronic Engineers (IEEE) — do not always offer a clear choice on the many style issues to address the wide range of NERC documents. Expanding the guide and establishing specific NERC styles, called house style, intends to help resolve many issues. While NERC supports writing individuality within reason, the guides are necessary to ensure some cohesive writing style between the different experience and preferences of the programs and individuals that develop NERC documents. The writing styles in this expanded guide will advance document quality, consistency, and clarity for all print and electronic NERC documents. NERC has tried to organize the material so the basic writing styles, technical guides, and administrative guides are complementary. NERC also recognizes that different writing styles exist for the various disciplines practiced in the electricity industry, and has incorporated style direction by appropriate industry entities to help provide commonality. This practice will continue to support future additions and refinements. Goals To help ensure consistency and high-quality documents, the guide should provide: • Certainty about style that was formerly unclear • Certainty about styles that were not formerly addressed • Consistency with one set of reasonable styles amid different style experiences, backgrounds, and preferences • Efficiency by offering one main document that details NERC-specific style • Functionality and effectiveness by using common and effective, information-seeking techniques: Alphabetized listings for proper use Referral sections to support use Cross-referencing to direct users to appropriate sections NERC Style Guide First Expanded Version, December 2007 4 Chapter 2 — Proper Usage Chapter 2 — Proper Usage a, an, the See articles in this chapter (p. 5). abbreviations, acronyms, and initialisms See the abbreviations, acronyms, initialisms chapter (p. 19). ac Alternating current. Lowercase this abbreviation. It is one of the few, two-letter abbreviations that NERC style supports.1 and, ampersand (&) The word and is always spelled out in text. When it is part of a series, a comma falls before the and. (Electricity can be measured in volts, amps, and watts). Use the ampersand sign when it is part of a company’s formal name. and/or Do not use this term. Use “either this or that, or both,” substituting the appropriate content for the sample words this or that. around-the-clock The term means lasting 24 hours a day, being in effect, or continuous. In document text it can be spelled out, or used as 24 hours a day, 7 days a week. Use 24X7 in a table or index. articles (a, an) Never capitalize articles, unless they start a sentence. The article a is used before words that start with a consonant sound. (A one-time chance. Sounds as if it begins with a w.) The article an is used before words that start with a vowel sound. (as in: An electric charge. An honorable mention.) backup (noun and adjective) back up (verb) As a noun, backup should be written as one word. (as in: The user will perform a system backup.) As a verb, back up should be written as two words. (as in: Back up the system.) 1 IEEE, p. 61, text reference. NERC Style Guide First Expanded Version, December 2007 5 Chapter 2 — Proper Usage base case (noun) base-case (adjective) As a noun, base case should be written as two words. (as in: All assessments included both thermal and voltage analyses for a base case.) As an adjective, base-case should be hyphenated. (as in: The assessment cited the planning power flow base-case models.) bilateral Write this term as one word, no hyphen. biweekly Write this term as one word, no hyphen. blackout recommendations, NERC When referring to a recommendation stemming from NERC’s August 2003 blackout investigation, always include the official name of the NERC report on first reference, the “August 14, 2003 Blackout: NERC Actions to Prevent and Mitigate the Impacts of Future Cascading Blackouts,” dated February 10, 2004. The frequently used term “NERC blackout recommendation” should never stand on its own on the first reference. For example, “NERC blackout recommendation 8A” should not stand alone on first reference. Rather, it should be “recommendation 8A of the NERC document August 14, 2003 Blackout: NERC Actions to Prevent and Mitigate the Impacts of Future Cascading Blackouts.” blackout report, August 2003 The proper title is written and punctuated as follows: “U.S. – Canadian Power System Outage Task Force, Final Report on the August 14, 2003 Blackout in the United States and Canada: Causes and Recommendations.” blackstart Write this term as one word. Board of Trustees Capitalize Board and Trustees when using all words on the first reference. On the second reference use only the word board and lowercase the first letter. For the correct spelling of the trustees names, consult the NERC Roster. BTU British thermal unit. Do not spell this term out; use the abbreviation. bulk electric system vs. bulk power system Currently, NERC is using the term bulk power system with lowercase letters. This term should not be hyphenated. capitalization See the capitalization chapter (p. 24). NERC Style Guide First Expanded Version, December 2007 6 Chapter 2 — Proper Usage compass points (north, south, east, & west) North, south, east, and west are lowercased when used to indicate direction or location. 2 The compass points are only capitalized when they start a sentence. When terms derived from the compass points refer to a specific section of the country, they become proper nouns that are capitalized. Examples of proper form: • The wind came from the south. • The building faces the east. • The Northwest uses a great deal of hydroelectricity. • The Midwest; the Great Plains compound terms The electricity industry is plagued with compound terms. Compound words are created when two or more words that are separate form one new word, new phrase, or a single concept. Compounds may be one word, several words, or hyphenated. If you are not sure which terms use a hyphen, check the dictionary. Open compounds • electricity sector • interchange transaction modification • high school • Web site • home page • post office Closed compounds: • online • Northeast (the) • Cyberspace • worldwide • ongoing currency $300.00 in U.S. dollars should be US$300. USD is incorrect and should not be used. $300.00 in Canadian dollars should be C$300. colons See the punctuation chapter (p. 26). commas See the punctuation chapter (p. 26). 2 Chicago p. 327 NERC Style Guide First Expanded Version, December 2007 7 Chapter 2 — Proper Usage commission Only capitalize this term when referenced to the Federal Energy Regulatory Commission in federal filings. 3 Also in federal filings, capitalize Commission Staff. For all other documents — press releases, bulletins, announcements, and minutes — do not capitalize the term commission or staff, except when either term starts a sentence. database Write this term as one word. dc Direct current. Lowercase this abbreviation. It is one of the few two-letter abbreviation NERC style supports. de-energize Always hyphenate. e.g., The abbreviation represents the expression for example. A comma always follows the second period, except at the end of a sentence. The term is not italicized. It is one of the few two-letter abbreviation NERC style supports. electricity sector Not electric sector. e-mail Lowercase the e and always hyphenate. e-tag Lowercase all the letters and always hyphenate. etc. Abbreviation for et cetera, or “and other things.” Do not use the word and before using this term because it is redundant.4 The term is preceded and followed by a comma when it is part of a list or series.5 failover (noun, adjective) fail over (verb) As a noun or adjective, failover should be written as one word. (as in: Jim used the failover circuit to avert disaster.) As a verb, fail over should be written as two words and should not be hyphenated. (as in: The circuit will fail over in the event of an emergency.) 6 flowgate Write this term as one word. 3 All non-legal documents lowercase the word commission. This is one example of where NERC style has not been practiced consistently. This writing style follows basic grammar rules about capitalization and the use of general and proper nouns, and respects the specifications for legal documents. 4 Chicago section 5.202 5 Chicago section 6.22 6 Flowgate is an example of an industry-specific term. Industry-specific terms often require specific house style guides. Flowgate as one word is consistent with proper English usage. One credible source includes Harvard University flowgate experts, which use the term as one word. NERC Style Guide First Expanded Version, December 2007 8 Chapter 2 — Proper Usage follow-up (noun, adjective) follow up (verb) As an adjective follow-up should be hyphenated. (as in: The follow-up e-mail confirmed receipt.) Preferred alternatives to using follow up as a verb include pursue, develop, supplement. When it is used in this capacity, follow up should be written as two words. (as in: The team will follow up on the investigation with a formal report.) Federal Energy Regulatory Commission, (FERC) Spell out this name on first reference. Do not use the before this acronym. The signifies a specific noun (as in: The cat on the couch, as opposed to other cats.) FERC is a specific noun and does not require additional distinction from “other FERCs.” Do use the with FERC if there is a specific FERC noun described (as in: The FERC policy impacts all, owners, operators, and users.) Fortran Fortran is one of the older computer languages still in use. Capitalize only the first letter. glossary of terms This is a general term and should not be capitalized. The Glossary of Terms Used in Reliability Standards (standards’ glossary) is capitalized because it is a title of a document. See the capitalization chapter (p. 24) for direction about when to capitalize a term in the standards’ glossary. hard copy Write this term as two words. hot line Write this term as two words. headlines See the formatting chapter (p. 36). HVdc The abbreviation stands for high voltage direct current. This abbreviation is never spelled out on first reference. Hz This abbreviation stands for hertz, which is a unit of frequency equal to one cycle per second. 7 This abbreviation is never spelled out on first reference. i.e., The abbreviation represents the expression that is. A comma always follows the second period, except at the end of a sentence. The term is not italicized. This is one of the few two-letter abbreviation NERC style supports. 7 The word hertz is lowercase, but the abbreviation is Hz. IEEE pp. 512, 527, and 648. NERC Style Guide First Expanded Version, December 2007 9 Chapter 2 — Proper Usage interconnection This is a general term and should not be capitalized. Capitalize the term if the word is part of a proper name. interconnect The term is a verb and should not be used in place of interconnection; it should be lowercase. Internet The term is a proper noun and is always capitalized. k Kilo. Lowercase this abbreviation. kV This abbreviation stands for kilovolt, which is 1,000 volts. Use the abbreviation any time it is used as a measurement, e.g., when a number is used (as in: 15 kV). Only spell the word out when it is not used as a measurement, e.g., when the term is used without a number and is used as a noun or adjective (as in: A meter can measure kilovolts). kVA This abbreviation stands for kilovoltampere, which is 1,000 volt-amperes. Use the abbreviation any time it is used as a measurement, e.g., when a number is used. (as in: The inverter module has an output of 5 kVA.) Only spell the word out when it is not used as a measurement, e.g., when the term is used without a number and is used as a noun or adjective. (as in: Shunt capacitors are used on distribution circuits to reduce the kilovoltampere load on a low power factor circuit.) kW This abbreviation stands for kilowatt, which is 1,000 watts. Use the abbreviation any time it is used as a measurement, e.g., when a number is used. (as in: The plant will use solid waste as a fuel to produce 1000 kW of electric power.) Only spell the word out when it is not used as a measurement, e.g., when the term is used without a number and is used as a noun or adjective. (as in: The student needs a kilowatt conversion chart. Kilowatt is a measure of power.) kWh This abbreviation stands for kilowatt-hour, which is a measure of electrical energy equal to the consumption of 1,000 watts per one hour. Use the abbreviation any time it is used as a measurement, e.g., when a number is used. (as in: The power generator provided the loadserving entity with 55 kWh.) Only spell the word out when it is not used as a measurement, e.g., when the term is used without a number and is used as a noun or adjective. (as in: The investigation will determine the total number of kilowatt-hours of electricity used.) NERC Style Guide First Expanded Version, December 2007 10 Chapter 2 — Proper Usage log in, log on These terms are synonymous verbs meaning “to establish communication and initiate interaction” with a computer (Webster’s). Use sign in when referring to paper sheets that record arrivals and departures. m This lowercase abbreviation stands for milli. Use the abbreviation any time it is used as a measurement, e.g., when a number is used. MW This abbreviation stands for megawatt, which is one million watts. Use the abbreviation any time it is used as a measurement, e.g., when a number is used (as in: 50 MW). Only spell the word out when it is not used as a measurement, e.g., when the term is used without a number and is used as a noun or adjective. (as in: The nameplate megawatt capacity of a power facility is the total power production capacity estimated in the original facility design.) MWh This abbreviation stands for megawatt-hour, which is a measure of electrical energy equal to the consumption of one million watts in one hour. Use the abbreviation any time it is used as a measurement, e.g., when a number is used (95 MWh). Only spell the word out when it is not used as a measurement, e.g., when the term is used without a number and is used as a noun or adjective. (as in: The power generation technology intends to reduce the amount of air pollution per megawatt-hour.) MVA This abbreviation stands for megavoltampere, which is one million voltamperes (VA). Use the abbreviation any time it is used as a measurement, e.g., when a number is used.8 Mvar This abbreviation is used for megavar, a way of expressing reactive power (use abbreviation only, not full text).9 mapboard Write this term as one word, all lowercase. multi This prefix does not require a hyphen to connect it to a word. Examples: • Multidimensional • Multinational • Multilayered 8 The word megavoltampere is all lower case letters but the abbreviation is “MVA” in all upper case letters. The IEEE dictionary does not specifically address this term but entries for other abbreviations use upper case “VA” such as “kVA” on p. 603. The“M” should be uppercase; it is the abbreviation for “mega,” p. 649 of IEEE dictionary. Lowercase “var,” following the entry p. 1,247 of IEEE dictionary. 9 NERC Style Guide First Expanded Version, December 2007 11 Chapter 2 — Proper Usage n-1 (n-2, n-3) The letter n is lowercase.10 names of organizations or associations The official name of an entity should always be capitalized. The proper names of a company or organization’s internal departments, divisions, and committees on first reference should be capitalized. On second reference, when not using the full name, words like, committee, department, division, or association should be lower case. Examples: • Member Representatives Committee; the committee • Board of Trustees; the board • The Violation Risk Factors Standard Drafting Team, the drafting team Legislative bodies are typically an exception. Examples: • House of Representatives; the House • New York Assembly; the Assembly • Florida Legislature; the Legislature (be sure to check the names of state legislatures and their “house/senate/assembly,” not all follow the same pattern) For the Federal Energy Regulatory Commission, see “commission” and “NERC legal documents” in this chapter. Use primary resources to confirm the correct name spellings for people, companies, and organizations. For example, NIST stands for U.S. National Institute of Standards and Technology. Many times, it is incorrectly written as U.S. National Institute of Science and Technology. A primary resource includes an entity’s Web site or original materials. Resources from other entities, including NERC materials, are secondary resources. NERC legal documents FERC and other regulatory filings require a specific style that is common to legal documents. For example, it is acceptable in legal documents to capitalize the word Commission when referring to FERC. In all other NERC written materials, however, the word commission should not be capitalized unless it is part of the full proper name. Legal style uses a lot of capitalization that is not appropriate in other contexts. The style of NERC regulatory filings and other legal filings is under the discretion of NERC’s general counsel. For more information, please see the FERC policy on filing format for all federal filing documents. 10 NERC consulted with IEEE staff specifically about the proper form of n-1, n-2, etc., and determined that the letter n should be lower case. NERC Style Guide First Expanded Version, December 2007 12 Chapter 2 — Proper Usage NERC committees and programs Be sure to verify and consistently use the proper names of NERC programs and committees. Because of the extensive list of committees, please consult the NERC Roster as a primary source for the correct spelling of NERC committees, and the names and titles of associated individuals. The correct names of the NERC programs based on the FERC-approved ERO Rules of Procedure are listed below, along with the section that covers that program: For example, the name of the Readiness Audit Program has been officially changed to the Reliability Readiness Evaluation and Improvement Program. NERC programs names include: • Reliability Standards Development Program (Section 300) • Compliance Monitoring and Enforcement Program (Section 400) • Organization Registration and Certification Program (Section 500) • System Operator Certification Program (Section 600) • Reliability Readiness Evaluation and Improvement Program (Section 700) • Reliability Assessment and Performance Analysis Program (Section 800) • Training and Education Program (Section 900) • Situational Awareness and Infrastructure Security Program (Section 1000) Singular pronouns for entities A committee, panel, company, board, or other entity is it not they. NERC Reliability Standard Capitalize this proper term. noncompliance Write this term as one word and without a hyphen. numbers (use in text) See the numbers chapter (p.29). off-site Always hyphenate this term. on-line This term describes the connection of electrical equipment to the grid and requires a hyphen. online This term describes the connection of a computer to a server or the Internet and does not use a hyphen. percent Use Arabic numerals and spell out the word percent in humanistic copy (newsletter, bulletin, and announcement). Use the symbol (%) in tables or highly technical papers that frequently use percentages. postcontingency Write this term as one word. It is not hyphenated. NERC Style Guide First Expanded Version, December 2007 13 Chapter 2 — Proper Usage power flow (noun) power-flow (adjective preceding a noun) As a noun, power flow should be written as two words. (as in: The power flow was reduced.) As an adjective preceding a noun, power-flow should be hyphenated. (as in: The report detailed power-flow studies.) pre This prefix does not require a hyphen with most words, e.g., precontingency, preregister, prequalify. Verify usage with a dictionary if unsure of proper usage. If a word is not listed in the dictionary, use a hyphen. professional titles Titles are NOT capitalized unless they appear directly before the name of the person the title identifies, or unless they are part of a formal list of titles in a business document. There are exceptions to this rule; for example, a list of company officers or management titles, as in an annual report or at the end of an audit report, can be capitalized. Examples: • President George W. Bush; the president • President Rick Sergel; president and CEO • Chairman Joseph T. Kelliher; the chairman • Senator Pete Domenici; the senator • manager of operations • system operator • chief engineer • chief financial officer proper and common nouns Capitalization calls attention to specific words, such as the first word of a sentence and proper nouns, as opposed to common nouns. Common nouns name any, some, or a member of a group. Only capitalize common nouns when they start a sentence. Proper nouns name a specific member of a group and begin with a capital letter. Examples: • Person (the boy, Harry Smith) • Place (continent, North America) • Thing (car, Cadillac) re(-) This prefix does not require a hyphen with most words, e.g., reestablish, refocus. A hyphen is required only when the word would otherwise be confused with another word of different meaning (as in re-create and recreate), or the word already begins with re (as in re-recover). Some words that start with a vowel (as in re-enact) are hyphenated. Check the dictionary for appropriate spelling. NERC Style Guide First Expanded Version, December 2007 14 Chapter 2 — Proper Usage real time (noun) real-time (adjective) As a noun, real time should be written as two words. (as in: The transmission operator is monitoring the grid in real time.) As an adjective, real-time should be hyphenated. (as in: The real-time market is busy today. The company is evaluating its real-time reserves.) Region, NERC Region, Regional Entity11 This general term should be capitalized. reliability standards This general term should be lowercase. The specific titles of reliability standards are capitalized (this includes the number and full name of the standard). If the words reliability standard follow the title, do not capitalize the words reliability standard. Capitalize the term NERC Reliability Standard. right-of-way, rights-of-way, right-of-ways All three terms are correct, and must always be hyphenated. seasons Spring, summer, winter, and fall are never capitalized, unless they start a sentence.12 In the Northern Hemisphere, autumn occurs between the summer and winter months — September, October, and November.13 semiannual Write this term as one word. It describes an occurrence that happens every six months or twice a year. The synonym is biannual, not to be confused with biennial, which means every two years. sentences While the first word of every sentence is capitalized, the first word of a complete sentence that appears in brackets, dashes, or parenthesis when used as part of the sentence is not capitalized. short circuit (noun) short-circuit (verb, adjective) As a noun, short circuit should not be hyphenated. (as in: Electrical short circuits can impact reliability.) As an adjective or verb, short-circuit should be hyphenated. (as in: Some regions maintain a short-circuit database.) shutdown (noun) shut down (verb) As a noun, shutdown should be written as one word. (as in: The shutdown took two days.) As a verb, shut down should be written as two words. (as in: The manager shut down the plant.) 11 NERC legal established this as house style May 2007 Chicago, p. 346, section 8.94 13 Merriam-Webster NERC Style Guide First Expanded Version, December 2007 12 15 Chapter 2 — Proper Usage sign in As a verb, this term means “to record arrival of (a person) or receipt of (an article) by signing” (Webster’s). We often use it as an adjective with a hyphen (sign-in sheet). spaces Use a single space following colons and double spaces following the end of a sentence. No extra space should exist following the final punctuation at the end of paragraphs. sub This prefix does not require the use of a hyphen in most cases, e.g., subregion, subtransmission. Verify usage with a dictionary if unsure of proper usage. If a word is not listed in the dictionary, use a hyphen. time zones The United States has nine time zones. NERC references the eastern time zone for its purposes. When writing out the words eastern, central, and mountain times, do not capitalize the first letter.14 When writing out Pacific and Atlantic times, do capitalized the first letter. Because the goal with time references is all about the element of planning and time reference, NERC does not require this abbreviation to be spelled out on first reference. The Department of Transportation oversees the boundaries U.S. time zones. Below are the nine U.S. time zones as defined by the U.S. Code, Title 15, Chapter 6: • Zone 1, Atlantic standard time (Nova Scotia) • Zone 2, eastern standard time (most of Ontario, Quebec) • Zone 3, central standard time (Manitoba, eastern Saskatchewan) • Zone 4, mountain standard time (Alberta, Northwest Territories, western Saskatchewan) • Zone 5, Pacific standard time (most of British Columbia, Yukon) • Zone 6, Alaska standard time • Zone 7, Hawaii-Aleutian standard time • Zone 8, Samoa standard time • Zone 9, Chamorro standard time Most of Mexico uses central standard time, but Mexico has three time zones. The Mexican states of Chihuahua, Nayarit, Sonora, Sinaloa and Baja California Sur use mountain standard time, while Baja California Norte uses pacific standard time. Daylight saving time (DST) The term is singular (saving) not plural (savings). As of 2007, DST begins at 2 a.m. on the second Sunday in March and ends at 2 a.m. on the first Sunday in November. This schedule may be changed again in the future if the results do not meet the policy that led to the change. If the documents you prepare include significant references to time, you may want to mark these dates in your calendar. 14 Chicago pp. 347, 571 NERC Style Guide First Expanded Version, December 2007 16 Chapter 2 — Proper Usage TW This abbreviation stands for terawatt, which is one million megawatts. This abbreviation is never spelled out on first reference. Use the abbreviation any time it is used as a measurement, e.g., when a number is used (as in: 100 TW). Only spell the word out when it is not used as a measurement, e.g., when the term is used without a number and is used as a noun or adjective. (as in: In this report, the amount of energy produced is noted in terawatt-hours.) TWh This abbreviation stands for terawatt-hour, which is a measure of electrical energy equal to the consumption of one million megawatts for one hour. This abbreviation is never spelled out on first reference. Use the abbreviation any time it is used as a measurement, e.g., when a number is used (95 TWh). Only spell the word out when it is not used as a measurement, e.g., when the term is used without a number and is used as a noun or adjective. (The amount of energy consumption per year for the United States is noted in terawatt-hours). tabletop Write this term as one word. The term is used to describe drills performed with paper, as opposed to live simulation. time frame Write this term as two words. time line, timeline Both forms are correct. under way Write this term as two words. United States (noun) (as a noun: Of the eight regional reliability councils in North America, three span both the United States and Canada.) U.S. (adjective) As an adjective, U.S. should be written as noted. (as in: The U.S. transmission map hangs in the office.) Place periods after each letter when the term is abbreviated. NERC Style Guide First Expanded Version, December 2007 17 Chapter 2 — Proper Usage V This abbreviation stands for volt(s).15 This abbreviation is never spelled out on first reference. Use the abbreviation any time it is used as a measurement, e.g., when a number is used. (as in: Many modern electronics use the 1.5 V, AA batteries.) Only spell the word out when it is not used as a measurement, e.g., when the term is used without a number and is used as a noun or adjective. (as in: Volts, one unit used for electrical measurement, were named after the Italian physicist Alessandra Volta.) var This abbreviation stands for voltampere reactive.16 This abbreviation is never spelled out on first reference. Version 0 standard Version 0 standards reflect the NERC standards that resulted from translating the previous set of NERC operating policies and planning standards that existed for many years in a voluntary era of compliance. Version 0 standards were necessary to prepare NERC and the industry for the new era of mandatory and enforceable reliability standards. vice chairman, vice president Do not hyphenate these terms.17 voltampere Write this term as one word.18 W This abbreviation stands for watt. 19 A watt is the unit of electrical power equal to one ampere under a pressure of one volt. This abbreviation is never spelled out on first reference. Use the abbreviation any time it is used as a measurement, e.g., when a number is used. (as in: Certain 13 W compact fluorescent light bulbs are more energy efficient than certain 60 W incandescent bulbs.) Only spell the word out when it is not used as a measurement, e.g., when the term is used without a number and is used as a noun or adjective. (as in: Lamp or light bulb power is measured in watts.) Web site, Web page, Webcast, WebEx, Webinar Always capitalize these terms.20 15 The word volt when spelled out should be all lowercase letters, p. 1,260 of the IEEE dictionary. The abbreviation is uppercase V. The IEEE definition of volt does not address this, but entries for other abbreviations and other definitions in the IEEE dictionary uppercase the V, as in kV, for kilovolt p. 603, IEEE dictionary. 16 A word, p. 1,247 of the IEEE dictionary, not an acronym: “var (electric power circuits), The unit of reactive power in the International System of Units (SI). The var is the reactive power at the two points of entry of a single-phase, two-wire circuit when the product of the root-meansquare value in amperes of the sinusoidal current by the root-mean-square value in volts of the sinusoidal voltage and by the sine of the angular phase difference by which the voltage leads the current is equal to one.” 17 This house stylediffers with Merriam-Webster. NERC relies on Webster’s as an authority, but sometimes we use discretion to meet NERC’s needs. Hyphenation of these terms appears awkward, and several newspaper styles do not use the hyphen. 18 A word, p. 1,266 IEEE dictionary: “voltampere, The unit of apparent power in the International System of Units (SI). The voltampere is the apparent power at the points of entry of a single-phase, two-wire system when the product of the root-mean-square value in amperes of the current by the root-mean-square value in volts of the voltage is equal to one.” 19 Lowercase all letters when used as a word; Capitalize the W when abbreviating the term, p. 1,270 of IEEE dictionary. 20 Chicago, Webster’s, the Associated Press, The Wall Street Journal, The New York Times, The Washington Post, and Standard & Poor’s all support capitalizing Web and using Web site and Web page as two words. The AP style guide says that Web should be capitalized, and NERC Style Guide First Expanded Version, December 2007 18 Chapter 2 — Proper Usage workstation Write this term as one word. Webster’s says Web is “usually capitalized.” Both AP and Webster’s say that Web site and Web page should be two words. It has been noticed that The Wall Street Journal, The New York Times, and the Washington Post also capitalize Web and use Web page and Web site as two words. The reasoning apparently is that there is only one World Wide Web, just like there is only one Internet and one Global Positioning System, both of which also should always be capitalized. NERC Style Guide First Expanded Version, December 2007 19 Chapter 3 — Abbreviations, Acronyms, Initialisms Chapter 3 — Abbreviations, Acronyms, Initialisms Abbreviations An abbreviation is a shortened version of a word or compound term, or a combination of the first letters of words in a title or company name. The two main types of abbreviations are acronyms and initialisms. Acronyms When the first letter or letters of several words form a word, meaning it can be pronounced phonetically, it is an acronym. Examples: • NERC — North American Electric Reliability Corporation • LAN — local area network • NATO — North Atlantic Treaty Organization • AIDS — acquired immunodeficiency syndrome Initialisms Abbreviations that are pronounced as separate letters are called initialisms. Common initialisms that are lowercased do not have to be spelled out on the first use, such as a.m., p.m., and e.g. Example: • PSE&G — abbreviation for Public Service Electric and Gas • ac — abbreviation for alternating current Some basic guidelines for the use of abbreviations include the following: • ALWAYS spell out every term on the first reference followed by the abbreviation in parentheses. This is known as defining the abbreviation. o NOTE: Some utilities and holding companies are differentiated by the use of a common acronym as their official name. For example, though PG&E is a common abbreviation for the load serving entity Pacific Gas and Electric, the abbreviation PG&E is also the official name of Pacific Gas and Electric’s holding company and should not be spelled out when used in reference to the holding company. • If a general term is used infrequently in a document (only two or three times), do not use the abbreviation at all. • In official correspondence, abbreviations should NOT be used for any two-word terms, such as balancing authority, transmission operator, and transmission owner (BA, TOP, and TO are just a few examples of abbreviations that should be avoided). • Capitalized acronyms or initialisms do not use periods between the letters, except for the abbreviation U.S. The United States is only abbreviated when it is used as an adjective. NERC Style Guide First Expanded Version, December 2007 20 Chapter 3 — Abbreviations, Acronyms, Initialisms Initialisms, continued… • In documents for general public consumption, abbreviations should be avoided and the full text should be spelled out. Examples of these documents include: press releases, Congressional testimony, speeches, presentations, and newsletters. • Try to use a singular form of an abbreviation for its definition – digital fault recorder (DFR). If the first use must be plural, add a lowercase s to the definition – digital fault recorders (DFRs). NERC Regional Entities21 FRCC MRO NPCC Florida Reliability Coordinating Council Midwest Reliability Organization Northeast Power Coordinating Council RFC SERC SPP ReliabiltyFirst Corporation (note italics) SERC Reliability Corporation Southwest Power Pool, Inc. TRE* WECC Texas Regional Entity Western Electricity Coordinating Council * ERCOT (Electric Reliability Council of Texas, Inc.), while formerly a Regional Entity, is still used to refer to the ISO/RTO of Texas Former NERC Regions Incorporated into ReliabilityFirst Corporation ECAR East Central Area Reliability Coordination Agreement MAAC MAIN Mid-Atlantic Area Council Mid-America Interconnected Network, Inc. Interregional Reliability Agreements MEN MET MAAC**, ECAR**, NPCC MAIN**, ECAR**, Tennessee Valley Authority VACAR Virginia, Carolinas VAST VACAR, American Electric Power, Southern Company, Tennessee Valley Authority VEM VST VACAR, ECAR**, MAAC** VACAR, Southern Company, Tennessee Valley Authority **These names may change. 21 When referring to a NERC region in text, do not capitalize the word region. If you are referring to a NERC region but it is not clear from the context whether the word region is referring to a general geographical region or a NERC region, insert the word NERC before the word region to make the distinction clear. The letter “r” should not be capitalized. The same is true for regional council and regional reliability council. These words should not be capitalized. NERC Style Guide First Expanded Version, December 2007 21 Chapter 3 — Abbreviations, Acronyms, Initialisms List of industry abbreviations (section title) ANSI ACE ADR AFC AGC ATC AVR BPA CAISO CBM CIAO CO2 COMTRADE CPS CPU DCLM DCS DFR DOE DSM DTS EHV EIA EMS EPRI ERO ESISAC FERC GLDF GMS GPS GSF ICCP IDC IEEE IESO American National Standards Institute area control error alternative dispute resolution available flowgate capacity automatic generation control available transfer capability automatic voltage regulator Bonneville Power Administration California Independent System Operator capacity benefit margin Critical Infrastructure Protection Office of the U.S. Department of Commerce carbon dioxide* IEEE Standard Common Format for Transient Data Exchange control performance standard central processing unit direct control load management disturbance control standard digital fault recorder U.S. Department of Energy demand side management dispatcher training simulator extra high voltage U.S. Energy Information Administration (under the U.S. Department of Energy) energy management system Electric Power Research Institute electric reliability organization22 Electricity Sector Information Sharing and Analysis Center U.S. Federal Energy Regulatory Commission generator-to-load distribution factor generation management system Global Positioning System23 generator shift factor intercontrol center communications protocol Interchange Distribution Calculator Institute of Electrical and Electronics Engineers Independent Electricity System Operator24 22 The term electric reliability organization should not be capitalized. Global Positioning System is capitalized because it is a proper noun and not a general term. There is only one GPS. 24 The Independent Electricity System Operator manages the Ontario power system. It is a proper name. 23 NERC Style Guide First Expanded Version, December 2007 22 Chapter 3 — Abbreviations, Acronyms, Initialisms IPP IROL ISAC ISN ISO ISO-NE LEDs LODF LSE LSF LTC MISO MMWG MUST NIST NAESB NARUC NEL NGA N2O NO2 NOx NRC NRCan NYISO OASIS OATI OATT OTDF PCIS PI PJM POD POR PSLF PSS independent power producer interconnection reliability operating limit Information Sharing and Analysis Center interregional security network independent system operator ISO New England25 light emitting diodes line outage disturbance factor load-serving entity load shift factor load tap changers Midwest Independent System Operator Multiregional Modeling Working Group Managing and Utilizing System Transmission26 National Institute of Standards and Technology North American Energy Standards Board National Association Regulatory Utility Commissioners net energy for load Natural Gas Association nitrous oxide* nitrogen dioxide* nitrogen oxides* U.S. Nuclear Regulatory Commission Natural Resources Canada New York Independent System Operator Open Access Same-time Information System Open Access Technology International, Inc. open access transmission tariff outage transfer distribution factors Partnership for Critical Infrastructure Security plant information27 PJM Interconnection28 point of delivery point of receipt Positive Sequence Load Flow29 power system stabilizer PSS/E Power System Simulator for Engineering30 25 ISO New England is the proper name of the independent system operator in New England. Managing and Utilizing System Transmission is the proper name of software. 27 As in “PI historian,” which is a type of software. 28 PJM Interconnection is the formal name of PJM. (PJM is not an acronym. Pennsylvania, New Jersey, Maryland Interconnection is incorrect and should never be used.) 29 Positive Sequence Load Flow is a General Electric software. 30 Power System Simulator for Engineering is a software produced by Siemens Power Transmission & Distribution, Inc., Power Technologies International. 26 NERC Style Guide First Expanded Version, December 2007 23 Chapter 3 — Abbreviations, Acronyms, Initialisms PSS/O PTDF PTP PTI pu RAS RCIS RDL RDRC rms ROW RSG RTCA RTO RTU RUS SCADA SDX SO2 SOx SOE SOL SPS TDF TLR TRM TTC TVA UFLS UPS UVLS WAPA VoIP Power System Simulator for Operations31 power transfer distribution factors point to point32 Power Technologies International (part of Siemens Power Transmission & Distribution, Inc.) per unit33 remedial action scheme Reliability Coordinator Information System reliability data link Rocky Mountain-Desert Southwest Reliability Coordinator root-mean-square right-of-way, rights-of-way reserve sharing group real-time contingency analysis regional transmission organization remote terminal units U.S. Department of Agriculture’s Rural Utilities Service supervisory control and data acquisition34 System Data eXchange sulfur dioxide* sulfur oxides* sequence of events (do not use this acronym, use full text only) system operating limit special protection system transfer distribution factor transmission loading relief transmission reliability margin total transfer capability Tennessee Valley Authority underfrequency load shedding uninterruptible power supply undervoltage load shedding Western Area Power Administration Voice over Internet Protocol * Avoid two-word abbreviations unless noted otherwise in the guide, expect for chemical symbols from the periodic table of elements.35 31 Power System Simulator for Operations is a software produced by Siemens Power Transmission & Distribution, Inc., Power Technologies International. 32 The acronym PTP should be avoided and the full text should be spelled out. 33 The acronym pu should be avoided and the full text should be spelled out. 34 SCADA is a generic term and should not be capitalized. 35 Exceptions can be made sparingly and only in certain circumstances for commonly used and understood acronyms like FERC and ERO. NERC Style Guide First Expanded Version, December 2007 24 Chapter 4 — Capitalization Chapter 4 — Capitalization Glossary of Terms Used in Reliability Standards The house style for the Reliability Standards Program requires that all terms in the glossary are capitalized in all specific standards-related documents. These documents include the: • Standard Authorization Request form • Specific reliability standard • Implementation plan • Comment form • Standards guidelines and training material • FERC filings NERC documents that do not capitalize every term in the glossary include:36 • Announcements, releases • Newsletter, bulletins • Web pages • Business documents (agendas, minutes, and letters) • Reports (assessments, evaluations) For these documents, try to avoid excessive capitalization.37 The following items should be capitalized: • Names of specific people, places, and things • Titles that come before a person’s name • The first word of every sentence • Regional Entity(ies) General Electricity Terms and Acronyms General terms should be lower case. Just because something is an acronym does not mean that the full name should be capitalized. For example, the New York Independent System Operator (NYISO) would be capitalized because it is a proper name; but independent system operator (ISO) would not be capitalized. Examples: • interconnection (unless specified as the “Eastern Interconnection”) • regional transmission organization (RTO) • available transfer capability (ATC) • energy management systems (EMS) • area control error (ACE) 36 37 Legal staff clarified these distinctions for use of capitalization with the standards’ glossary in January 2007. Chicago pp. 311–323 NERC Style Guide First Expanded Version, December 2007 25 Chapter 4 — Capitalization Headlines, Outline Titles Always capitalize the first and last word in all titles and subtitles, as well as all other major words — adjectives, adverbs, noun, pronoun, and verbs.38 Lowercase the conjunctions and, but, for, or, and nor; and the articles a, an, and the. Prepositions are lowercase regardless of length except when they are stressed, or used adverbially or adjectivally. (Come Aboard, The Off Switch) Reliability Standards “NERC Reliability Standard(s)” is a proper term and is capitalized in all NERC documents. Do not capitalize: • reliability standard (when used generically without “NERC” in front) • regional standard 38 Chicago p. 367 NERC Style Guide First Expanded Version, December 2007 26 Chapter 5 — Punctuation Chapter 5 — Punctuation Punctuation functions to assist with reading. All punctuation should appear in the same font — e.g., Times New Roman or italic formatting — as its surrounding text, except in the case of boldface text. Colon No space proceeds or follows a colon that is used in URLs. The first word after a colon, when used within a sentence, is lowercase, unless it is a proper name. One single space, not two, follows a colon.39 Lists should be similar in syntax, such as noun forms, phrases, or full sentences. If necessary, the order should be chronological or in order of importance. 40 Commas Commas indicate the smallest break in a sentence. Though the general rule of placing a comma where one would pause verbally in a sentence can be useful, we recommend using the following guidelines instead: • Between items in a series (Power generation resources include water, coal, and natural • • • • gas.) Between independent clauses connected by a conjunction — and, but, or, nor, for, and so. After a dependent clause (Before the plant operator could install the new relay, he had to repair the malfunctioning bus.) Around non-essential words (The natural gas plant, though not affected by the fuel shortage, reduced its output.) Before and after quotations (“Electric reliability,” he said, “is essential.”) If items in a series include internal punctuation, the items should be separated by semicolons. (Power generation fuel options include coal, such as pulverized coal, fluidized bed, and integrated gasification combined cycle; natural gas, such as combustion turbine and combined cycle; hydro; nuclear; and renewables, such as wind, solar, and wave.) A comma should be both before and after “etc.” when it is the final item in a series unless it ends the sentence. (The utility trimmed all its trees, such as oak, maple, etc., the same way. OR The utility trimmed all its trees, such as oak, maple, etc.) Commas should not appear after the year in a date unless the structure of the sentence requires such. Using a date as an introductory phrase requires a comma after the year. (On June 18, 2007, reliability standards became mandatory in the U.S.) 39 40 For bibliography differences see Chicago section 16.15, 17.169 Chicago pp. 257, 258, 271, and 272 NERC Style Guide First Expanded Version, December 2007 27 Chapter 5 — Punctuation Dashes NERC uses three types of dashes: • The dash (-) is used to hyphenate a word (cost-effective) • The em dash (—) is used to regulate complicated grammar structures or create emphasis (there is a space before and after this dash) To set off parenthetical elements (All three documents — agenda, attendance list, and cover sheet — were included.) To show a break in thought or tone (NERC was certified as the ERO in June 2006 — a major regulatory event that will reshape the electricity industry.) While the Chicago Manual of Style does not support a space on either side of the em dash, NERC house style does. In lists to separate introductory statements and qualifying text, as in an agenda item (1. 2007 Summer Assessment — Approve) • The en dash (−) is used to indicate the period between the start point and the end point (pages 32−35 or August 5−August 10) (there is NO space before or after this dash) Parenthesis When a complete sentence is in parentheses or brackets, the period belongs inside the closing parentheses or brackets. If a complete sentence in parentheses or brackets is part of another sentence, the period belongs outside.41 Examples: • The director developed a new program. (He worked hard to maintain the current program as well.) • The balancing authority replied to the request (it noticed the request before any other entity). • The company decided to revamp it (the program). Period A period indicates the end of a declarative or an imperative sentence. Periods always precede closing single and double quotation marks. Quotation marks NERC uses smart quotes, which include the “ball and the stem” in the quotation marks, as opposed to only the double slashes. “ ” Single Chicago style reserves single quotations for use with foreign terms, linguistics, and horticulture. IEEE gives no distinction between use of single or double quotes. Both have been used by NERC staff. NERC house style will use double quotes. double Words, phrases, or sentences that are quoted within a text are enclosed in double quotes. 41 Chicago p. 244 NERC Style Guide First Expanded Version, December 2007 28 Chapter 5 — Punctuation Periods and commas are enclosed in double quotes, while colons and semicolons are placed outside double quotes. If a question mark or exclamation mark belongs with the quoted material, those forms of end punctuation belong inside the double quotes. (The transmission operator asked “What time does the report get published?” The rule stated that compliance was required by all “owners, operators, and users.”) If double quotes are used for “emphasis,” they should only be used once for emphasis. Afterward, the term does not need the double quotes. Semicolon A semicolon is weaker than a period but stronger than a comma. It can be used to separate two independent clauses that are not joined by a conjunction (and, but, or, nor, etc.). (The information was deleted from the document to preserve privacy; an asterisk was substituted in the copy to replace the information.) Most commonly, semicolons are used before adverbs (however, thus, therefore, besides) noting transition in a sentence. (The writer decided to include a glossary in the document to support readability; however, the writer was not sure how long it would take to produce the glossary.) NERC Style Guide First Expanded Version, December 2007 29 Chapter 6 — Numbers Chapter 6 — Numbers In text, spell out numbers zero through nine. In a highly technical report full of numbers, use numerals only. Press releases, newsletters, and bulletins are not highly technical reports. Spell out any number that begins a sentence. Use Arabic numerals for all units of measure, including time (with some exceptions), currency, distance, length, area, capacity, units, and quantity. When ranges are used with numbers, except for dates and time, repeat the unit of measure and use the words to or through (e.g., 115 kV to 125 kV). Do not use dashes with ranges because they can be misconstrued for subtraction or negative signs. As an option, use the words, such as through or between. Units of measure • • • • Capacity: 5 MW, 50 MW Distance: 5 miles, 30 miles Length: 5 inches, 24 inches Area: 5 square feet, 50 square feet Time • • • • Do not use numbers for noon or midnight Use the “en” dash to separate times and dates, e.g., 8–9 a.m.; August 15–16, 2007 Do not use a dash with numbers when noting duration of time. Use the word through. In technical documents, a dash can be misconstrued as a negative symbol. Do not use zeros with the hour, such as 8:00 a.m. – 9:00 a.m. Avoid redundancies, such as “4:30 p.m. this afternoon” Use the standard NERC house style (spell out zero through nine) referencing an amount of time (two minutes, 12 hours) (duration) as opposed to an exact time. Currency For all documents, use U.S. as the primary currency. 42 Do not use periods between the U and the S. • US$5 • US$1 million • For amounts more than $1 million, round up two decimal points ($1.56 million) • US$20 to US$100 • Do not use the word dollar(s) when using the $ symbol 42 This is an example where Chicago offers options. The information included represents NERC house style. Chicago p. 387 NERC Style Guide First Expanded Version, December 2007 30 Chapter 6 — Numbers For proofreaders: If the text includes Canadian or Mexican currency, place those currencies after the U.S. currency in parenthesis. • US$100 (CA$106; MEX$1,077) For writers and editors: Documenting Canadian or Mexican currency may be an important consideration if the currency information applies or relates to, or impacts their investment plans. Always double check your currency conversion.43 Include the date with the currency conversion, US(2007)$100, if the currency information: • Will be used as reference information, such as in an investigation • Represents estimated or exact spending or receipt of dollars Percent Use Arabic numerals and spell out the word percent in humanistic copy (press release, newsletter, bulletin, and announcement). Use the symbol (%) in tables or highly technical papers that frequently use percentages. Some examples of highly technical reports produced by NERC include: • The seasonal and annual assessments • The blackout investigation report Punctuation Use commas with numbers 1,000 or greater. 43 U.S. and Canadian dollars, and maybe someday the Mexican peso, will likely be the only currencies NERC will have to use. But in case you encounter British pounds, use the symbol £ rather than $. Fifteen British pounds would be £15, pp. 385−387 in the Chicago manual. NERC Style Guide First Expanded Version, December 2007 31 Chapter 7 — Commonly Misused Words Chapter 7 — Commonly Misused Words Affect/Effect Effect is usually a noun that means result. (as in: The sound of the waves crashing on the beach had a calming effect, nearly putting the sunbather to sleep. Or, The senator questioned the effect of the defense cutback.) Effect can also be a verb to mean bring about, cause, or execute, but is generally used to refer to broader societal changes. (as in: The civil rights movement sought to effect change in discriminatory policies and legislation.) It is best to avoid using “effect” as a verb when referring to relatively smaller circumstances; using make or produce is preferable. (as in: The technician will effect changes to the standards to improve security. Versus, The technician will make changes to improve security.) Affect is usually a verb that means to influence or to pretend to have. (as in: The baby was crying in the seat behind me, and it was affecting {influencing} my ability to concentrate. Or, The utility commission’s decisions affect {influence} all utilities in the state. Or, The woman affected {pretended to have} an attitude of sorrow at the death of her uncle, but she was truthfully pleased to get the inheritance.) All together/Altogether All together is applied to people or things treated as a group, “all acting together,” or “all in one place.” (as in: We put the plates and bowls all together on the shelf.) All together is the form that must be used if the sentence can be reworded so all and together are separated by other words. (as in: We put all the plates and bowls together on the shelf.) Altogether means entirely or completely. (as in: I am altogether pleased to be receiving this award. The trip was altogether unnecessary.) Alternately/Alternatively Alternately is an adverb that means in turn or one after the other. (as in: We spun the wheel alternately.) Alternatively is an adverb that means on the other hand, or one or the other. (as in: You can choose a large bench or, alternatively, you can buy two small patio chairs.) Assure/Ensure/Insure Assure is a verb that speaks directly to a person to offer him or her confidence in a promise. (as in: Please be assured, each word is different!) Ensure is a verb that offers to provide something or make a guarantee. (as in: The woman did all she could to ensure the safety of her children.) Insure is used to describe contractual obligations offered by health, medical, life or other insurance companies. (as in: Some companies insure homeowners for floods, but others don’t.) NERC Style Guide First Expanded Version, December 2007 32 Chapter 7 — Commonly Misused Words Beside/Besides Beside is a preposition that means next to or apart from. (as in: The woman made sure not to set her coffee mug beside the computer.) Besides is an adverb that means in addition to (also) or other than. (as in: No one offered to help the little old lady cross the busy street besides the police officers.) Between/Among Between is used to relate two items or persons. (as in: Josie had to choose between Earl Grey or lemon tea.) Among is used to relate more than two items or persons. (as in: Josie’s job duties were distributed among five employees.) Can/May Can indicates capability. (as in: I can finish all the projects before the end of the day.) May refers to possibility or permission. (as in: I may try hot dogs as a different menu plan this Christmas. May I plan your Christmas meal also?) Council/Councilor/Counsel/Counselor A council is an assembly called together for discussion or deliberation and has councilors, which are members of the council. (as in: The city of Groton, Connecticut, held its city council meeting and councilors David Hill and Hubert Poppe addressed community issues.) A counselor is one who gives counsel, which is advice or guidance, such as an attorney or a supervisor at camp. (as in: Jane made an appointment with the school counselor before selecting a college major. Or, The judge ordered the counselors to approach her bench several times during the trial.) Cite/Sight/Site Cite means to acknowledge, reference, or quote an authority. (as in: The secretary of energy will cite data and conclusions from a DOE report on electricity.) Sight is the ability to see. (as in: An optometrist examines eyes and can prescribe corrective lenses to help improve a person’s sight.) Site is a location or plot of land. (as in: Watch out for potholes at the construction site. The power plant site is very close to the river.) Defective/Deficient Defective means something is faulty. (as in: The mouse on the computer was defective.) Deficient means something is incomplete or lacking. (as in: The child had a calcium and iron deficiency. His diet was deficient of calcium.) NERC Style Guide First Expanded Version, December 2007 33 Chapter 7 — Commonly Misused Words Differ from/Differ with Differ from indicates that two things are not alike. (as in: The earlier version of the report differs from the current version.) Differ with indicates disagreement between persons. (as in: The characters Felix and Oscar differed with each other on every aspect of life, except that they shared an apartment in the TV show the Odd Couple.) Farther/Further Farther means to or at a more distant point. (as in: Joe ran 15 miles this weekend in preparation for the marathon. Next week he will run five miles farther.) Further means to or at a greater extent or degree. (as in: We won’t be able to make any statements on the power plant outage until we are further along in the evaluation of the event.) Further can also mean in addition or moreover. (as in: The manager further stated that the smoking policy would not change.) Few/Less Few is an adjective (modifier) that means small in number and is used with countable objects. (as in: The association has few members.) Less is an adjective (modifier) that means small in amount or degree, and is used with objects of indivisible mass. (as in: This jar holds less water.) Foreword/Forward Foreword is a noun and means a preface or introductory statement in a book or other work. (as in: The director of sales wrote the foreword for the book Sales-r-US, written by his boss.) Forward is used to describe a movement or location that is ahead or in advance. (as in: Move the level forward. The forward section of the airplane is reserved for first class.) It's/Its It's is a contraction for it is. Its is a possessive form of it. (as in: It's a big opportunity for the company and its first major opportunity.) Passed/Past Passed is the past tense and past participle of pass. (as in: During the last two years, I passed over several opportunities.) Past refers to time gone by. The word also is used as a preposition meaning beyond. (as in: I have determined not to let any new opportunities get past me again.) Percent/Percentage Percent is the word used with a number in humanistic copy, or non-technical. (as in: Each employee gave 100 percent on the job.) Percentage is never used with numbers and refers to a non-specific size. (as in: Only a small percentage of the United States population lives past 100 years of age.) NERC Style Guide First Expanded Version, December 2007 34 Chapter 7 — Commonly Misused Words Precede/Proceed Precede means to come before. (as in: He preceded me when the group entered the room.) Proceed means to move forward. (as in: Once I caught up with him, I proceeded to thank him for his letter of recommendation.) That Use of that can help avoid confusion, but its use often results in unnecessary wordiness. (as in: I think that this plan will work and that you should try the plan. Versus: I think this plan will work. You should try the plan.) That/Which Use which when introducing a nonrestrictive (nonessential) clause or phrase (a clause must have a subject and a verb). A nonrestrictive phrase provides additional information about what it modifies, but does not restrict the meaning of what it modifies. The nonrestrictive phrase can be removed without changing the essential meaning of the sentence. It is a parenthetical element set off by commas. (as in: This instrument, which was bought last year, measures the heat and pressure levels at the power plant. Or, Political polls, which are often cited in modern campaigns, are an important key to party fund raising.) Use that when introducing a restrictive (essential) clause or phrase. A restrictive phrase or clause limits or restricts the essential meaning of what it modifies. Because a restrictive clause or phrase is essential to the meaning of a sentence, it is never set off by commas. (as in: Employees that work together usually succeed. Or, The poll that the senator commissioned has not gone well for her.) Without the restrictive clause, the sentence lacks definition. Which can be used to introduce a restrictive phrase or clause, but only if it is preceded by a preposition. (as in: The predicament in which we find ourselves today is serious.) Their/There/They're Their is the possessive form of they. There refers to place. They're is the contraction of they are. (as in: They're going there because their parents insisted they become proficient in French.) Who's/Whose Who's is the contraction of who is. Whose is the possessive form of who. (as in: Who's going to figure out whose job it is to clean the kitchen?) Your/You're Your is the possessive form of you. You're is the contraction you are. (as in: If you're planning on mountain climbing, then be sure to bring your equipment.) For additional examples on commonly misused words, see the Chicago Manual of Style, section 5.202. NERC Style Guide First Expanded Version, December 2007 35 Chapter 8 — Words/Phrases to Avoid Chapter 8 — Words/Phrases to Avoid Legal documents often include language that is not appropriate for other types of documents. This table provides options to help writers reduce wordy or redundant language and to create clear, concise sentences. Avoid wordy and redundant terms Absolutely essential Absolutely perfect Accorded Actual experience Afforded Aforesaid, aforementioned, beforementioned And/or Use Essential Perfect Given Experience Given Use “the” or “that” or “those” Avoid wordy and redundant terms Is binding upon Is defined as Is directed to Joined together Make application Use Binds Means Shall Joined Apply Make payment Pay Make provision for Provide for Mixed together Mixed Modify Mutual cooperation Necessitate No later than No later than January 1st None whatsoever Null and void Occasion (v) Of a technical nature Past history Per annum Change Cooperation Require By None Void Cause Technical History A year Per centum Percent Use Preceding section, page Give specific page or section references Delete Prior to Before Promulgate Provided Adopt If or but Purchase Buy For the duration of For the reason that Formulate Forthwith From and after Spend Outcome Section (fill in section name or number) During Because Make Immediately After Under Rules Give Keep Is From January 1st After December 31st Pursuant to Regulations Render Retain Shall be Shall be construed to mean At such a time as At the time of Authorized to Carry out “Either A or B, or both” Use either one word or the other When When May Complete or execute Commence Begin Current status Deal with Deemed as Deemed to be During such time as During the course of Status Address Is Is While During Use either one word or the other Any and all Each and all Employ Except when otherwise provided Expend Final outcome Following section NERC Style Guide First Expanded Version, December 2007 By January 1st Means 36 Chapter 8 — Words/Phrases to Avoid Shall constitute Is Give consideration to Use one word or the other Consider Small in size Greater than More than Sole and exclusive Small Use on word or the other Has the duty to Shall Have need of In case In order to In the event that In the interests of Inquire Institute (v) Is able to Is able to Is applicable Is authorized Need If To If For Ask Begin or start Can Can Applies May Full and complete NERC Style Guide First Expanded Version, December 2007 Subject to the provisions of Subsequent to Such Suffer Take action Terminate True facts Until such time Utilize Whatsoever Whensoever Wheresoever Whosoever Under After The Allow Act End Facts Until Use Whatever When or if Where Who 37 Chapter 9 — Formatting Chapter 9 — Formatting bullets The first layer of bullets use a solid, solid, round bullet (y); and, the measurements should be set at: Bullet position: Indented at .25” Text position: Tab space after .5” Indent at .5” The second layer of bullets use a solid, square bullet (); and, the measurements should be set at: Bullet position: Indented to .5” Text position: Tab space after .75” Indent at .75” citations Italicize complete names of: • Reports (August 14, 2003 Blackout: NERC Actions to Prevent and Mitigate the Impacts of Future Cascading Blackouts.) To avoid multiple uses of a long report name and italics: – Use the full name of first reference and “the report” thereafter if there is only one report name used in the context of the document, August 14, 2003 Blackout: NERC Actions to Prevent and Mitigate the Impacts of Future Cascading Blackouts (August 2003 Blackout), otherwise – Use the full name on first reference, followed by an abbreviated name in parenthesis, and use the abbreviated name thereafter. • Books or magazines • Newspapers (Wall Street Journal), not publishers (Dow Jones) 44 • Articles from a periodical used as citations in a report or a bibliography 44 IEEE 19.3 NERC Style Guide First Expanded Version, December 2007 38 Chapter 9 — Formatting colors NERC’s corporate colors will be found in all public documents published as of January 1, 2008. Pantone 302C C-100 M-40 Y-0 K-60 R-0 G-51 B-102 #003366 (Web hex) Pantone 7408C C-0 M-30 Y-100 K-0 R-253 G-185 B-19 #FFCC00 (Web hex) Pantone 302C (85% screen) C-85 M-34 Y-0 K-51 R-38 G-77 B-116 Pantone 1205C C-0 M-10 Y-50 K-0 R-254 G-225 B-154 #FFCC66 (Web hex) Pantone 302C (50% screen) C-50 M-20 Y-0 K-30 R-93 G-133 B-169 #6699CC (Web hex) Pantone Process Black C C-45 M-45 Y-30 K-100 R-0 G-0 B-0 #000000 (Web hex) Pantone 302C (10% screen) C-10 M-4 Y-0 K-6 R-211 G-220 B-233 #CCCCFF (Web hex– try to avoid) columns Most NERC documents do not use columns. figures Titles: Use numbers and titles for formal figures. Use a colon and a single space to separate the number and title. Example: Figure 1: Title of Figure Number figures in their own series starting with Figure 1 (tables should be in a separate series starting with Table 1). Text references: Reference figures in the text using the figure number. It is good practice to use text to support the message of a graphic (as in the example below), as opposed to simply referring to it (“See Figure 1”). Example: As shown in Figure 1, most new units in the area will be powered by natural gas. NERC Style Guide First Expanded Version, December 2007 39 Chapter 9 — Formatting Fonts NERC uses Times New Roman font, 12-point typeface for standard body text in the following types of NERC documents: • Reports • General business documents (letters, announcements, minutes) • Press releases Report Title – Tahoma 32 pt. – R-38 G-77 B-116 – Shadow Heading 1 – Tahoma 20 pt. – R-38 G-77 B-116 – Shadow Heading 2 – Arial 12 pt – black – bold Heading 3 – Times New Roman 12 pt. – black – bold Body Text – Times New Roman 12 pt. – black Header Text – Tahoma 10 pt. - black Footer Text – Tahoma 10 pt. – black Footnote Text – Times New Roman 10 pt. - black footnotes Footnotes should be formatted in Times New Roman, 10 pt. font. When the information in a footnote needs to be repeated, add the next footnote and type “Ibid.” in place of the text. headers/footers NERC uses Tahoma 10 point typeface for headers and footers. The header should include the name of the document section. The footer includes the name of the document, left justified on the first line, and the page number right justified on the first line. The version and date number are left justified on the second line. hyperlinks Where possible, links should be embedded into the text with a footnote referencing the full Web site address. NERC Style Guide First Expanded Version, December 2007 40 Chapter 9 — Formatting logo Versions of the NERC logo are available at: H:\NERC Logos Corporation A minimum of 1/8” clearance must be provided around the logo at all times. Minimum size of the logo is 1.5” wide The NERC logo may not be placed on a dark background (improper use shown). In this case, a knockout logo is necessary (proper use shown). Altering or changing the logo in any fashion is strictly prohibited (improper use shown). The colors of the logo are: NERC & North American Electric Reliability Pantone Process Black C C-45 M-45 Y-30 K-100 R-0 G-0 B-0 #000000 (Web hex) NERC Style Guide First Expanded Version, December 2007 Gradient bar Pantone 302C (100% to 10% screen) C-100 M-40 Y-0 K-60 R-0 G-51 B-102 #003366 (Web hex) 41 Chapter 9 — Formatting margins The margins for NERC documents are as follows: Top: .5” Bottom: .5” Left: 1” Right: 1” page numbers Use the following abbreviations for citing page numbers in text and footnotes.45 • p. 141 • pp. 132, 135 • pp. 145–155 tables Titles: Use numbers and titles for formal tables. Use a colon and a single space to separate the number and title. Example: Table 1: Title of table Number tables in their own series starting with Table 1 (figures should be in a separate series starting with Figure 1). Appropriate tables should use NERC’s corporate colors to aid in readability: Example: Title of Table Goes Here Date 12/14/07 12/14/07 12/17/07 12/18/07 12/20/07 Voltage 345kV 500kV 345kV 500kV 345kV Area New Jersey New York New Jersey Pennsylvania New York Issue Relay Overloading Relay Vegetation Relay Capitalization: For titles, column headings, and line headings, only the initial letter of the first word and proper nouns need to be capitalized. Units of measure: Include units of measure in the table title or column headings. Abbreviations may be used. Numbers: Align numbers at the decimal point. 45 Chicago pp. 681–682, and 688. NERC Style Guide First Expanded Version, December 2007 42 Chapter 9 — Formatting tables (continued…) Placement: Try to fit tables on a single page. If a table spans more than one page, repeat the title and column headings at the top of subsequent pages. Example: “Table 1: Title of table (continued).” Text references: Reference tables in the text using the table number. It is good practice to use text to support the message of a table (as in the example below), as opposed to simply referring to a table (“See Table 1 for average age data.”). Example: As shown in Table 1, the average age of system operators has steadily increased over the past 15 years. NERC Style Guide First Expanded Version, December 2007 43 Chapter 10 — E-mail Guidelines Chapter 10 — E-mail Guidelines When sending e-mails there are a few basic guidelines to follow: • All e-mail communications are subject to discovery and can be used as electronic evidence. Therefore, be professional in the message and language being used in all emails, even those e-mails not intended to go outside of the organization. • When sending to multiple list server groups, put your name in the TO: field and list the email addresses in the BCC: field. • The subject line of the e-mail should be clear and should only contain high value information. For example, the word “announcement,” while commonly used, does not say much about the content of the email itself and should thus be removed from the header. • E-mails should be treated as any other professional business correspondence and should include the full name, title, and contact information of the sender. • Do not use the NERC logo or any other image in your e-mail signature. • When sending out technical documents and letters to the NERC roster, committees, individuals, etc., the full name and title of the responsible program manager, not the administrative assistant sending the e-mail, should appear as the signature and “FROM” address on the e-mail. The signatory to the e-mail should be the actual point of contact for outside persons who may have questions about the content of the e-mail being sent. This rule should be followed as long as the administrative assistant cannot be expected to answer questions about the technical or process content of the e-mail being sent. Exceptions to this rule are appropriate for meeting and registration announcements, posting of agendas and minutes, etc. • When sending to a group, the group name should be listed in all caps at the top of the message (i.e., TO: NERC BOARD OF TRUSTEES). • When attaching a letter to an e-mail it should be stated in the body of the message who the letter is from, who it is going to, and the subject. • All e-mails going to the NERC roster and any other list of over 50 recipients should utilize the approved NERC e-mail template. Letters, reports, etc., should be distributed using the Acrobat portable document format (PDF). NERC Style Guide First Expanded Version, December 2007 44