[Delete this before using. This document should serve as a starting point for the creation of an editorial style guide. Most of the tables will need to be updated with appropriate words and phrases from your client’s business. Use this document to begin to think about words and phrases for which you will need to defined consistent usage. This should be a coordinated effort with you making suggestions, but always giving the client the final say, even if you don’t agree. Also, read all of the example sentences carefully. They were meant for a client that was very fun and casual. The humor may be too casual for a very serious client. But they are entertaining and make the document more likely to be read and discussed.] Editorial Guidelines [Insert Project or Client Name] Status: Draft Version .01 [Insert Your Name or Company Name and location] [Date] Table of Contents About This Guide ............................................................................................. 1 How This Guide Was Created ......................................................................... 1 Official Reference Guides ............................................................................... 1 Web Resources................................................................................................ 1 Hyphenation and Compound Words ............................................................. 2 Hyphenated Titles - Capitalization.................................................................. 2 Words Specific to our Industry – Hyphenation Guidelines............................. 2 Prefixes ........................................................................................................... 5 Suffixes ........................................................................................................... 6 Rules for New Technology Terms ................................................................. 7 Spelling...or Misspelling? ............................................................................... 8 Acronyms/Abbreviations ................................................................................ 9 i.e., e.g., and etc. ............................................................................................. 9 State names ..................................................................................................... 9 Capitalization .................................................................................................. 10 Commonly Used Acronyms ............................................................................ 11 File Format Usage ........................................................................................... 15 Title Page and Copyright Issues .................................................................... 16 Confidentiality ................................................................................................ 16 Referring to [CLIENT NAME] ....................................................................... 16 Other Company Names and Products ............................................................. 16 Use of ™ and ® .............................................................................................. 16 Title Page Example ......................................................................................... 19 Punctuation and Capitalization ...................................................................... 20 Periods ............................................................................................................ 20 Comma ............................................................................................................ 20 Dash Usage ..................................................................................................... 21 Ellipses ............................................................................................................ 21 Colon Usage .................................................................................................... 21 Slash/Virgule/Bar/Separatrix .......................................................................... 22 Parentheses ...................................................................................................... 22 Capitalization of Items in a Series................................................................... 22 Capitalization of Articles, Prepositions, and Conjunctions ............................. 23 Capitalization of Titles .................................................................................... 23 Numbers and Numerals .................................................................................. 24 Problem Words and Phrases.......................................................................... 26 Back up vs. Backup ......................................................................................... 26 i Disk vs. Disc ................................................................................................... 26 Foreign Words ................................................................................................ 26 Who vs. That ................................................................................................... 26 That vs. Which ................................................................................................ 26 Affect and Effect ............................................................................................. 26 All vs. All of ................................................................................................... 27 Can vs. May .................................................................................................... 27 OK vs. Okay.................................................................................................... 27 Set up vs. Setup ............................................................................................... 27 Formatting Issues ............................................................................................ 28 Fonts................................................................................................................ 28 Endnote vs. Footnote Usage ............................................................................ 28 Telephone Numbers ........................................................................................ 28 Paragraph Indents ............................................................................................ 28 Referring to the Web ....................................................................................... 28 Figure Captions and Table Titles .................................................................... 29 Text References to Figures, Tables, and References ....................................... 29 Headers and Footers ........................................................................................ 29 Use of Small Caps ........................................................................................... 29 Appendix A Trademarks ................................................................................. 30 List CLIENT Trademarks ............................................................................... 30 Appendix B Proofreading Marks ................................................................... 31 Index ................................................................................................................. Error! Bookmark not defined. ii About This Guide This guide was developed as an aid to those who develop textual information either for the screen or for delivery to a client or customer. The goals of this guide are to: Promote consistency in the usage of technology and new media terms Set standards for grammatical usage Identify and explain common errors in grammar and word usage To act as a forum for the discussion, and continued re-evaluation, of changing conventions and the introduction of new terms and concepts How This Guide Was Created This guide was created with the input and consensus of the entire Editorial/Content Group within the [Insert company name]. An effort was made to adhere to the overall COMPANY Styleguide as much as possible. Exceptions were made only in cases where we felt that the COMPANY Styleguide was outdated in regard to current usage. In this case, following outdated styles would damage our image as innovative design shop. The following resources were used when making decisions: Investigation of current common usage on the Web Wired Style Guide Chicago Manual of Style The Microsoft Manual of Style Webster’s Collegiate Dictionary, 10nth CLIENT STYLE GUIDELINES if any Official Reference Guides Chicago Manual of Style Wired Style Webster's Collegiate Dictionary Web Resources [List Web resources here.] Editorial Guidelines Version 1.0 1 Hyphenation and Compound Words Hyphenation and Compound Words Hyphenated Titles - Capitalization When using hyphenated words in titles, such as “self-service,” page 283 of the Chicago Manual of Style, Rule 7.128, recommends the following style: “First elements are always capitalized; subsequent elements are capitalized unless they are articles, prepositions, coordinating conjunctions, or such modifiers as flat, sharp and natural following musical key symbols; second elements attached by hyphens to prefixes are not capitalized unless they are proper nouns or proper adjectives. If a compound (other than one with a hyphenated prefix) comes at the end of the title, its final element, whatever part of speech it may be, is always capitalized.” For example: Run-of-the-Mill Responses, E-flat Concerto, Self-Sustaining Reactions, A Run-in with Authorities, Avoiding a Run-In, Present-Day Words Specific to our Industry – Hyphenation Guidelines For compound modifiers, use a hyphen to separate the modifier from the object noun or verb. The exception being compound modifiers that end in –ly should not be hyphenated. For example, insanely coiffed. One Word, Two Words, or Hyphenated Term Comments and Notes autoformatting Microsoft style guide (MS) says avoid hyphenating “auto,” close up bandwidth One word buy in (v.) buy-in (n.) Verb no hyphen call to action No hyphens click-through pl. click-throughs checkbox One word cross-platform hyphenate cross promote No hyphen Editorial Guidelines Version 1.0 2 Hyphenation and Compound Words Term Comments and Notes customer-centric hyphenate desktop One word dial-up Hyphenate when used as a modifier download drop-down Hyphenate easy-to-use Hyphenate when used as a modifier e-business All lowercase always, even at the start of the sentence. Do not allow to break across lines e-commerce Like e-business except cap for first word in a sentence e-mail Hyphenate e-money Hyphenate end-to-end Hyphenate end user(n.) enduser(adj.) Hyphenate when used as a modifier enterprisewide One word file name Two words File system Two words first-to-market Hyphenate when used as a modifier full-motion Hyphenate go-to-market Hyphenate when used as a modifier grayscale One word high-end Hyphenate high-level hyphenate high-speed Hyphenate when used as a modifier home page Always two words, use lower case. Only write as capitalized “Home page” when referring to the actual page title. Editorial Guidelines Version 1.0 3 Hyphenation and Compound Words Term Comments and Notes in-house hyphenate kickoff One word low-level hyphenate Log off, logoff Two words when used as a verb, one word when used as an adj. or noun Log on, logon Two words when used as a verb, one word when used as an adj. or noun marketplace One word market share Two words metatemplates Don’t hyphenate uses of meta. multimedia Do not hyphenate when using multi multicolored One word non-users hyphenate object-oriented hyphenate ongoing One word online One word onscreen One word point-of-sale hyphenate pull-down hyphenate Real-time, real time Hyphenate when used as an adj. Two words when used as a noun reusable One word run time Two words scenario-based hyphenate self-publish hyphenate site-map-logic hyphenate Editorial Guidelines Version 1.0 4 Hyphenation and Compound Words Term Comments and Notes styleguide One word test case Two words third party (n.) third-party(adj.) Hyphenate when used as a modifier touchscreen One word upload One word website One word word processor word processing Two words workstation One word Wired Style Guide on hyphenation “When in doubt, close it up.” “We know from experience that new terms often start as two words, then become hyphenated, and eventually end up as one word. Go there now.” Prefixes Most technology publications (including Wired) close up prefixes whenever possible. Close most prefixes involving size or number Gigabyte Megabyte Kilobit Terabit Do not hyphenate when using “micro” as a prefix. Use microprocessor, microsecond, etc. Do not hyphenate when using “co-” as a prefix. Use coprocessor, coauthor, etc. Do not hyphenate when using “non” as a prefix, except for instances where it would be awkward or unreadable, such as “non-users.” Do not hyphenate when using “work” as a prefix. Use workflow, workspace, workload, workstation, etc. Do not hyphenate when using “pre” as a prefix. Use preformatted, preinitialization, etc. Editorial Guidelines Version 1.0 5 Hyphenation and Compound Words Do not hyphenate when using “post” as a prefix. Use postprocessing, etc. Do not hyphenate when using “sub” as a prefix. Use subprogram, etc. Do not hyphenate when using “multi” as a prefix. Use multiprocessor, etc. Do not hyphenate when using “meta” as a prefix. Use metadata, etc. Suffixes Use a hyphen when using “-based” as a suffix to a modifier (adj.). For example, windows-based, or Webbased. Most technology publications (including Wired) close up suffixes whenever possible. casting (narrowcasting, broadcasting, netcasting) wide (businesswide, companywide, industrywide) Editorial Guidelines Version 1.0 6 Rules for New Technology Terms Rules for New Technology Terms Technology acronyms and abbreviations are defined in the Acronyms and Abbreviations section, page 9. Is There a Special Rule? Access Control List (ACL) Adobe Advanced Visualization Cap when used as a proper name beta Don't cap brand CD-ROM or DVD Use disc when referencing client/server Always use the slash. In titles cap both community of interest corporate Digital Branding Proper noun extranet Don’t cap fax Don’t cap file system global community graphical user interface Home page for specific, home page for general Hypertext Markup Language (HTML) Cap Internet Always cap intranet Don't cap Java Cap JavaBean Cap as spelled here JavaScript Cap as spelled here Joint Application Development or JAD Joint Requirements Development or JRD kiosk Mbit, megabit middleware MQSeries Editorial Guidelines Version 1.0 7 Rules for New Technology Terms Is There a Special Rule? multilevel Net Cap when using as short for the Internet online Perl psychographics publishing system QuickTime VR or QTVR Cap as spelled here Secure Socket Layer (SSL) Standard Generalized Markup Language (SGML) Cap sendmail One word when used as the name of a function styleguide One word, not capped sublevel TRUE/IP Spell as shown Universal Resource Locator (URL) Cap Unix Always cap the U viewership Virtual Reality Markup Language or VRML Web Always cap website One word Wide Area Information Server or WAIS Always cap the “W”, do not cap the “p” in Web page World Wide Web, the Web, Web page, or WWW Spelling...or Misspelling? Use this term Instead of Appendixes appendices Indexes indices Zeros zeroes As a rule, when faced with multiple correct spellings, choose the first to appear in the dictionary listing. [Work with the client to pick which version will be used and document the decision.] Editorial Guidelines Version 1.0 8 Acronyms/Abbreviations Acronyms/Abbreviations As a rule, spell out acronyms upon first use. Use your best judgement as to how often to spell out when an acronym is used infrequently in a large document. When defining an abbreviation, spell out the term and follow with the abbreviation in parentheses. ...documents the alpha site developmental activity for the Automatic Defect Classification (ADC) program. Form the plural of an acronym by adding an “s” without an apostrophe. For example, FAQs, CDs. i.e., e.g., and etc. The following explains the proper usage of these terms. However, it is generally a good idea to avoid the use of “i.e.” and “e.g.” Use e.g. to abbreviate exempli gratia, “for example.” i.e. is the abbreviation for, “that is” or id est. Set off i.e., e.g., and etc., as you would the full phrases they abbreviate. Both i.e. and e.g. should be immediately followed by commas. I advise you to split, i.e., book, beat it, get out, if you know what’s good for you and your howling, inbred family. When a series ends with etc. in the middle of a sentence, the etc. is set off by commas. She powdered her nose, her brow, her alibis, etc., to meet his scrutiny intact. State names Spell out the name of a state or province when used alone. When used with a city name, use the two-letter postal abbreviation. Alabama AL Alaska AK Arizona AZ Arkansas AR California CA Colorado CO Connecticut CT Delaware DE District of Columbia DC Editorial Guidelines Version 1.0 Florida FL Louisiana LA Georgia GA Maine ME Guam GU Maryland MD Hawaii HI Massachusetts MA Idaho ID Michigan MI Illinois IL Minnesota MN Indiana IN Mississippi MS Iowa IA Missouri MO Kansas KS Montana MT Kentucky KY Nebraska NE 9 Acronyms/Abbreviations Nevada NV Oregon OR Utah UT New Hampshire NH Palau Island PW Vermont VT New Jersey NJ Pennsylvania PA Virgin Islands VI New Mexico NM Puerto Rico PR Virginia VA New York NY Rhode Island RI Washington WA North Carolina NC South Carolina SC West Virginia WV North Dakota ND South Dakota SD Wisconsin WI Ohio OH Tennessee TN Wyoming WY Oklahoma OK Texas TX Capitalization Although an abbreviation or acronym may be all capitalized, the term it stands for often is not. Capitalize only proper nouns when defining an abbreviation/acronym. Resource Conservation and Recovery Act (RCRA) secondary ion mass spectroscopy (SIMS) gallium arsenide (GaAs) In an acronym of a term that includes proper nouns with prepositions, do not use lower case for the prepositions except when explicitly specified by the customer or company. Cost of Ownership (COO) model Department of Defense (DOD) contract Centers of Competency (CoC the Client wanted to use the lowercase “o”) Editorial Guidelines Version 1.0 10 Acronyms/Abbreviations Commonly Used Acronyms When spelling out an acronym, type the words first, then follow with the acronym in parentheses. For example, America Online (AOL). Acronym Spelled Out Spell out when? ACL Access Control List 1st use API application programming interface 1st use depending upon audience bps bits per second (not capped) Not necessary to spell out on first use when writing to an audience with basic computer literacy CCAS2 Credit Check Authorization Service, version 2 1st use depending upon audience CDS consumer device services 1st use CGI common gateway interface Not necessary to spell out on first use when writing to an audience with basic computer literacy CICS Customer Information Control System. A communications system that was converted for database handling. COMFUNC CDS communication functions 1st use CPU central processing unit Never DB2 Database 2, an IBM relational database product Never DBMS database management system 1st use DOU document of understanding 1st use DTH direct-to-home Always spell out DVD digital versatile disc. Sometimes incorrectly referred to as digital video disc. 1st use FAQ frequently asked questions Not necessary to spell out on first use when writing to an audience with basic computer literacy Editorial Guidelines Version 1.0 11 Acronyms/Abbreviations Acronym Spelled Out Spell out when? FCC Federal Communications Commission Not normally necessary to spell out on first use FTP file transfer protocol Not necessary to spell out on first use when writing to an audience with basic computer literacy GB gigabytes Not necessary to spell out on first use when writing to an audience with basic computer literacy GUI graphical user interface. Technically, this refers to the user interface for the computer operating system (menus, dialog boxes, radio buttons, mouse cursors, etc). Windows and the Mac System 7 are GUIs. Sometimes the term is misused when referring to the global navigation area of a Web page. 1st use. Check the context for proper use (not global user interface) HP/UX or HP-UX Hewlett-Packard Unix. The version of Unix running on Hewlett-Packard workstations. HTML hypertext markup language Not necessary to spell out on first use when writing to an audience with basic computer literacy HTTP hypertext transfer protocol Not necessary to spell out on first use when writing to an audience with basic computer literacy IANA Internet Assigned Numbers Authority Always spell out ICMP Internet control message protocol – used to transmit error reports between hosts. 1st use IRC internet relay chat 1st use ISDN integrated services digital network Not necessary to spell out on first use when writing to an audience with basic computer literacy ISP internet service provider 1st use JAD Joint Application Design 1st use Editorial Guidelines Version 1.0 12 Acronyms/Abbreviations Acronym Spelled Out Spell out when? JPEG Joint Photographic Experts Group Never JRD Joint Requirements Development 1st use Kbits Kilo bits Never LAN local area network Not necessary to spell out on first use when writing to an audience with basic computer literacy LU 6.2 Logical Unit 6.2 Never MB megabyte Not necessary to spell out on first use when writing to an audience with basic computer literacy MHz megahertz Not necessary to spell out on first use when writing to an audience with basic computer literacy MMDS MultiChannel MultiPoint Distribution Services 1st use MPEG Motion Picture Expert Group Never spell out MSRP manufacturer's suggested retail price 1st use MTA Message Transfer Agent 1st use NLS national language support 1st use ODBC Open Database Connectivity 1st use PCR project change request If necessary PDF Portable document format 1st use PIN personal identification number Do not spell out, and don’t follow with number POP3 Post Office Protocol, version 3 Not necessary to spell out on first use when writing to an audience with basic computer literacy RFC request for comments Always spell out Editorial Guidelines Version 1.0 13 Acronyms/Abbreviations Acronym Spelled Out Spell out when? RFI request for information 1st use RFP request for proposal 1st use RISC reduced instruction set computer Not necessary to spell out on first use when writing to an audience with basic computer literacy SMS subscriber management system 1st use SMTP simple mail transfer protocol Not necessary to spell out on first use when writing to an audience with basic computer literacy SOW statement of work 1st use SSL Secure Sockets Layer. A protocol designed by Netscape to provide encrypted communications on the Internet. 1st use TCP/IP transmission control protocol/Internet protocol – TCP is the connection-oriented protocol that sits on top of IP. IP is designed for use in interconnected systems of packetswitched computer communication networks. Not necessary to spell out on first use when writing to an audience with basic computer literacy UDP user datagram protocol – is a connectionless datagram protocol that sits on top of IP. It is typically used for performance-sensitive protocols that do not need guarantees of data transmission or validity. 1st use UI user interface Don't use the acronym URL uniform resource locator Not necessary to spell out on first use when writing to an audience with basic computer literacy UPS uninterrupted power supply 1st use VRML virtual reality markup language 1st use WAIS wide area information server 1st use Editorial Guidelines Version 1.0 14 Acronyms/Abbreviations Acronym Spelled Out Spell out when? WAN wide area network 1st use WWW World Wide Web Spell out or use Web instead. XLS Excel file format 1st use File Format Usage Use lowercase and the period when describing a file format extension such as .gif or .jpg. Editorial Guidelines Version 1.0 15 Title Page and Copyright Issues Title Page and Copyright Issues Confidentiality Mentions of “[Insert Company Name] Confidential,” etc., are to be determined individually per project and per document. Check with the producer/project manager. Referring to [CLIENT NAME] Define how to use the client’s name and logo. Other Company Names and Products Respect other companies, non-standard usage of structure and capitalization. For example: Libbey Inc. not Libbey, Inc. QuarkXPress HotJava aquaCorps How about when it makes you start a sentence with a lowercase letter? “eWorld finally bites the dust.” The best advice seems to be to rewrite the sentence. Also, note that a company may use odd capitalization in its logo but not in its normal company name. For example, NIKE is a logo spelling for Nike the company. Use of ™ and ® Enclose an r or tm in parentheses and Word automatically creates the appropriate symbol. Listing trademarks The trademark footnote copy should list CLIENT products first, followed by CLIENT subsidiary trademarks, followed by non-CLIENT company trademarks, followed by the generic trademark attribution for all other companies. The trademarks should be listed alphabetically. A list of CLIENT trademarked names is attached in Appendix A. Trademarks in Web pages For Web pages, the best advice is to list trademarks and copyright information in an “About” page that can be accessed from every page in the site. Otherwise, use the trademark symbol upon first use (use of the symbols in titles can be defined as optional).. General trademark rules Spell trademarks as they are spelled by the trademark owner, or with initial capital letters. Editorial Guidelines Version 1.0 16 Title Page and Copyright Issues Generally precede the first occurrence of another company’s product or service name with the name of the trademark owner. Use a trademark as an adjective qualifying a noun, e.g., Use Aptiva computers to. . . is correct; Use Aptiva to. . .is incorrect. Do not use a brand name or trademark when a generic name is more appropriate, e.g., do not state “ThinkPad” when you mean “notebook computer.” Do not convert trademarks into possessives, e.g., The Aptiva system’s features... is correct; Aptiva’s features. . .is not. Special Individual Attribution Give special attribution to the trademarks of those companies as specified below. You need only include attribution for those trademarks that you actually use. Following are companies that require attribution: Java and all Java-based trademarks and logos are trademarks of Sun Microsystems, Inc. in the United States and/or other countries. Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States and/or other countries. Unix is a registered trademark in the United States and/or other countries licensed exclusively through X/Open Company Limited. More on Trademarks from The Microsoft Style Guide If a company claims rights to a trademark that is not yet registered in the U.S. Patent and Trademark Office, the trademark must be identified by a ™ symbol. After the mark has been registered, it must be identified by the symbol ®. Correct Microsoft ® Visual C++™ Follow these guidelines for using trademark symbols. Use a trademark symbol ™ for a company name (such as Microsoft) only when it is used as a trademark, not as a trade name. That is, Microsoft should get a trademark symbol when it appears before a product name or a product line, but not when it refers to the corporation. Correct Microsoft® Word Microsoft® development tools Microsoft Corporation Incorrect Microsoft® employee Editorial Guidelines Version 1.0 17 Title Page and Copyright Issues In printed documentation and online books (that is, the complete product documentation presented online and taking the place of printed books), the ® and ™ symbols should be used at the first mention of a Microsoft trademark on the cover or title page and the first mention in the main text. If the first mention occurs in a heading, it is not necessary to use the trademark symbol, provided that the trademarked product is mentioned immediately in the text that follows the heading. Editorial Guidelines Version 1.0 18 Title Page and Copyright Issues Title Page Example © CLIENT NAME 2008 United States Department XXX Street Address City, State ZIP Produced in the United States of America All Rights Reserved References in this publication to CLIENT products or services do not imply that CLIENT intends to make them available in all countries in which CLIENT operates. Microsoft, Windows, and the Windows logo are trademarks of Microsoft Corporation. Other company, product, and service names may be trademarks or service marks of others. Editorial Guidelines Version 1.0 19 Punctuation and Capitalization Punctuation and Capitalization Periods Use only one space after a period. When a colon introduces a list, use a period after each entry in the list if it is a complete sentence or completes the introduction. Do not use a period if the entries are short phrases (three words or less). Use a period in a list if a list item has more than one sentence and requires punctuation. Then use a period for all list items. Place a period after the number in a numbered list. 1. Start here. When a declarative sentence is enclosed in quotation marks, the period ending the sentence is placed inside the closing quotation mark. When parentheses are used to enclose an independent sentence, the period belongs inside the parentheses. When the enclosed matter comes at the end of the including sentence, the period is placed outside the parentheses. Comma For clarity’s sake, place a comma before the conjunction that connects items in a series. Without the comma, the final item may appear to be a compound term. He was beaten, stabbed, shot, and burned. Police suspect foul play. Do not use a comma between two short independent clauses separated with and. He wanted cash and she wanted thrills. A comma is not necessary where two or more verbs have the same subject and are joined by and. We slipped off into the forest and hid under a terrible apprehension. Commas With Quotes Use a comma to separate a direct quote from the rest of the sentence. If the sentence continues after the quote, place the comma inside the closing quotation mark. “I dropped the toothpaste,” Tom said crestfallenly. Do not use a comma when the quote is the subject of the sentence. “Get out and take your mucus with you” was hardly the sympathetic greeting the flu sufferer expected from his healthy friends. Editorial Guidelines Version 1.0 20 Punctuation and Capitalization Dash Usage Like commas and parentheses, dashes are used to separate parenthetical sections from the rest of the sentence. How you choose to punctuate your break depends upon the message you want to convey. Do not use spaces on either side of a dash or em-dash. Use a pair of dashes to separate a sudden change in thought from the rest of the sentence. Good old Uncle Clovis–who rarely came out from under the porch before dark–showed up to help unload the kegs. Use a single dash after a series if the series starts the sentence and is followed by explanatory text. Yanni, Kenny G, and John Tesh–these were the only CDs he owned, so she leapt from the moving minivan. A dash can be used instead of a colon to present further explanation of a preceding statement. If you could insert, in other words or that is, it would be acceptable to use a dash. Enus opted for a low calorie lunch–triple burger, chili-cheese fries, and a diet coke. Ellipses The ellipsis (the plural is ellipses) is the mark that indicates the omission of quoted material, as in "Brevity is ... wit" (stolen shamelessly from an episode of "The Simpsons"). There are two things to note: first, most typing manuals prefer the periods to be spaced, thus: Brevity is . . . wit. In electronic communication it's sometimes necessary to run them together, since line-wrap is unpredictable. Also, Microsoft Word will auto correct three periods, replacing them with a properly spaced ellipsis. Second, and more important, is the number of periods. The ellipsis itself is three periods (always); it can appear next to other punctuation, including an end-of-sentence period (resulting in four periods). Use four in the middle of a sentence to indicate the omission of the beginning of a following sentence. You should never use fewer than three or more than four periods. Colon Usage 1. One space after a colon. 2. When is a colon used? Page 183-184 of the Chicago Manual of Style, Rules 5.98-5.103, recommends the following style: A colon is used to introduce a formal statement, an extract, or a speech in dialogue. For example: The rule may be stated thus: Always…. A colon is used to introduce a list or series. A colon should not be used to introduce a list that is the complement or object of an element in the introductory statement: Editorial Guidelines Version 1.0 21 Punctuation and Capitalization For example: Madame Mirceau had taken care to (1) make facsimiles of all the documents, (2) deliver them to the foreign minister’s office, and (3) leave the country. The metals excluded were molybdenum mercury manganese magnesium As opposed to: The following metals were excluded from the regulation: molybdenum mercury manganese magnesium The Microsoft Style Guide shows the following is correct usage: The basic configuration for your system includes: A hard disk with 24 megabytes of free disk space. A monitor supported by Windows. Slash/Virgule/Bar/Separatrix OK, I made up separatrix, but it’s no worse than virgule. Used to show dual functions and to separate alternatives that may exist simultaneously in one person/place/thing/notion. She has this phobia/quirk/dread that attaches itself to telephones, or pianos if they are around. Parentheses In general, parentheses should be in the font style (bold, italic, etc.) of the context sentence, not the text contained within the parentheses. Capitalization of Items in a Series Page 184 of the Chicago Manual of Style, Rule 5.103, recommends the following style: If the material introduced by a colon consists of more than one sentence, or, if it is a formal statement, a quotation or a speech in dialogue, it should begin with a capital letter. Otherwise, it may begin with a lowercase letter. Style Workaround: This rule may not be possible to follow if the items in a series are not parallel in structure. In some documents, there may not be time to change items represented in a series by the original. In cases such as these, the default should be to begin each item with a capital letter. Editorial Guidelines Version 1.0 22 Punctuation and Capitalization Capitalization of Articles, Prepositions, and Conjunctions Unless used as the first word, do not use initial caps for the following words in titles and headings. Articles: a, an, the Short prepositions: at, by, down for, in, of, on, up, to, with Conjunctions: and, but, if, or, nor, for, yet NOTE: Prepositions of five or more letters (e.g., between, through, within) are usually capitalized in titles. Capitalization of Titles Do not capitalize program or project unless they are part of the official title. The Inter-Departmental Creative Reengineering Project Title Improvement Program Capitalize personal titles immediately preceding a name. Chief Executive Officer Bob Roberts was named the new head of the Division of Redundancy Division. Do not capitalize a title standing alone unless it refers to a specific person or office. In their company, a department manager also serves as the chief whipping boy and lead gimp. Randy’s drinking, drug use, and womanizing had not gone unnoticed as he was immediately promoted to Vice President in Charge of Morale. Editorial Guidelines Version 1.0 23 Numbers and Numerals Numbers and Numerals When to Spell Out Numbers (in Text) In general, spell out all numbers under 10. Use numerals for most numbers 10 and above. The same rule applies to ordinals (first, third, 10th). Spell out the following: All numbers that begin a sentence or title (or reword the phrase). Thirty days after final test... Fractions without a whole number. two-thirds, one-fourth The first number when two sets of numbers are used as separate modifiers. fifteen 25 mm rods When to Use Numerals Use numerals for Units of measure, time, money, mathematical equations, or percentages. 0.25 micron, 7 cubic centimeters, 4-week average, > 90% removal efficiency Figures and tables. Figure and table captions use Arabic numbers. Within figures and tables, always use numerals. Figure 19 Table 5 Fractions with whole numbers. is 1 1/2 times the... All numbers with decimals. 5.21 meters Editorial Guidelines Version 1.0 24 Numbers and Numerals Plural/Possessive Numbers Do not use an apostrophe to make a number plural. Do use an apostrophe to make a number possessive. in the early 1960s one's complement 1997's budget Phase Numbers Use Roman numeral to describe phases in our internal process document. For example, Phase I, II, II, etc. Editorial Guidelines Version 1.0 25 Problem Words and Phrases Problem Words and Phrases Back up vs. Backup “Back up” is the verb usage. “Backup” is a noun. Correct Back up the files before you turn off the computer and save the backup on a floppy disk. Disk vs. Disc Always use “disk” unless referring to a disc for a CD-ROM or DVD drive. Foreign Words Use italics to identify foreign words. If unfamiliar, follow with a definition in parentheses. The company is part of a keiretsu (a cartel-like group of companies). Who vs. That General usage implies that it is more polite to use “who” in reference to people. Correct Custom setup is for experienced users who enjoy reformatting their hard drive. That vs. Which “That” introduces a restrictive clause, a clause that is essential for the sentence to make sense. The clause should not be separated by a comma. The masks that they are wearing will fuse to their faces at dawn. “Which” introduces a nonrestrictive clause, a clause that could be omitted without affecting the meaning of the sentence. The clause should be separated by a comma. The toaster, which usually burst into flames when activated, vibrated in a circle on the counter. Affect and Effect Affect is always a verb and means, “to influence.” Tom’s home-brewed chili will affect your ability to stand up straight for several hours. Effect is almost always a noun and means, “result.” Substituting black olives for chocolate chips had a vile effect on Grandma’s Christmas cookies. Editorial Guidelines Version 1.0 26 Problem Words and Phrases All vs. All of When placed before a pronoun, follow all with of. All of us complained loudly when our neighbors bought a set of drums and a shotgun for their hyperactive son. When all is followed by a noun, of can be omitted. All the executioners attended sensitivity training classes. Can vs. May Can refers to the mental or physical ability. You can press Upgrade to migrate your system from Boyfriend 9.2 to Husband 1.0. May implies permission. Sharon may borrow my car, if she promises to fill the tank and remove the wet camel smell that accompanies her new boyfriend. OK vs. Okay It is OK to use OK or okay. Just be consistent. OK? Let’s try to avoid Okie Dokie thought. Set up vs. Setup Use set up when used as a verb, do not hyphenate. When used as an adjective, use setup. Before you set up your new computer, take two Valium and a shot of absinthe. Setup times may vary as a result. Editorial Guidelines Version 1.0 27 Formatting Issues Formatting Issues Fonts Headings and body text should be different fonts. Use a serif font for body text and sans serif font for headings. Endnote vs. Footnote Usage If text or terms need repeated qualification, use a footnote not an endnote. Telephone Numbers Use parentheses, not a hyphen, to separate the area code from the number. Do not precede the area code with the number 1. Use a hyphen to separate sections of the local number. (800) 231-5555. In international telephone numbers, use parentheses, not hyphens or spaces, to separate the country and city codes from the local telephone number. Use a hyphen to separate sections of the local number. (44) (71) 270-0000. List the numerals also for phone numbers that use letters as a memory device. Dial 1-HUBBA HUBBA ((482) 224-8222). Paragraph Indents Be consistent and follow styles set in the document template, if any. In an ICE document, for example, indent all paragraphs except the first paragraph in each section. Other documents may or may not use an indent. Do not use block margins (right and left justified). Referring to the Web In text, italicize URLs. Use normal text for domain names, but cap as a proper noun. It is no longer necessary to use the http:// portion of the address but be sure to include it if there is a chance of confusion with an ftp:// address. “I can find anything at Amazon.com (www.amazon.com).” Be careful with case in long URLs, as anything after the first slash is a pathname and may be case sensitive. www.amazon.com/authors/AnneRice/interview.html NOTE: If Word insists on formatting the URL in blue underline, you can remove the character formatting by highlighting the text and pressing CTRL+Spacebar. This can be turned off by changing the Autoformat settings. Whenever possible, avoid breaking a URL across a line. Editorial Guidelines Version 1.0 28 Formatting Issues Figure Captions and Table Titles Use title style for figure captions and table titles. Use the word Figure followed by a number. The number sequence is for the entire document. Figure 1. Camera View of the Escape Hatch Text References to Figures, Tables, and References Except at the beginning of a sentence, do not use an initial cap for figure, table, and reference in text. The hardware architecture shown in figure 1... Headers and Footers No header on the title page, subsequent headers should reference the most recent second level heading. Footers should contain the document name, date, and page number. Page number flush right. Always create headers and footers for single sided pages, so the page number is always on the right side of the page. Use of Small Caps No small caps (or wire coat hangers). Ever! OK, small caps can be used in a two or three word heading, but never in body text. Editorial Guidelines Version 1.0 29 Appendix A Trademarks Appendix A Trademarks List CLIENT Trademarks This is a current listing of United States trademarks owned by CLIENT. Any questions concerning the use of these trademarks or whether a name that does not appear on this list is in fact a trademark of CLIENT should be referred to CLIENT in the United States at the following addressess: E-Mail address: E-Mail address: Internet address: TRMARK@us.CLIENT.com Those trademarks followed by (®) are registered trademarks of CLIENT in the United States; all others are trademarks of CLIENT in the United States. This list is not a comprehensive list of all CLIENT trademarks. Updated: 15 May 2008, next update scheduled for xx/xx/xx Check XXXXXX for the latest updates. [LIST the trademarked word and products here in alphabetical order] Editorial Guidelines Version 1.0 30 Appendix B Proofreading Marks Appendix B Proofreading Marks Editorial Guidelines Version 1.0 31 Appendix B Proofreading Marks Editorial Guidelines Version 1.0 32