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Word 2007 in Scholarly Publishing:Editorial and Production Issues
Presented by
Bruce D. Rosenblum
CEO
Inera Incorporated
SSP Pre-conference Seminar
28 May 2008
Why Are There Issues? 1997-2006: Word is stable editing/production tool Ecosystem of Word-centric tools developed
around Word 97–2003 Submission and peer review Editorial tools Production conversion tools
Word 2007 destabilizes this ecosystem http://blogs.nature.com/wp/nascent/2007/06/word_2007_and_the_stm_publishe.html
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Word 2007 Issues Macro compatibility File formats Plane 1 Unicode Equation compatibility Summary
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Macro Compatibility Ribbons not end-user customizable Macros appear on the Add-Ins Ribbon
Downside – requires extra click to use Continuously accessible custom toolbars unavailable
Some compatibility issues Test all macros thoroughly Contact external vendors about compatibility
Mac Office 2008 removes macro support
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File Formats (DOCX) Native Word 2007 format
Can re-save as DOC in Word 2007, but: Equation Builder equations become uneditable graphics Microsoft Citation Manager fields converted to text
Using DOCX with Word 2003 Can be loaded into Word 2003 with Compatibility Pack
http://office.microsoft.com/en-us/word/HA100444731033.aspx Same limitations as saving DOC format in Word 2007
Watch for systems that assume “DOC” extension
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File Formats (DOC & RTF) DOC & RTF (legacy format)
Fully compatible with Word 2007 Open, modify, save
DOC and RTF files open in “Compatibility Mode” Word 2007 new features locked out Can re-save in Word 2007 as DOCX to allow new features
Legacy format files from authors work in Word 2007 without any problems
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Word 2007 and Unicode Two new fonts in Word 2007
Calibri (default text font) Cambria Math (default Equation Builder font)
Cambria Math has Plane 1 Unicode characters Also STIX font
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What’s Plane 1 Unicode? Original Unicode: ~65,000 characters
But > 65,000 characters exist
Plane 1: values 𐀀 and higher
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Plane 1 Representations Example:
Mathematical Monospace Digit Seven: Single value: 𝟽 Surrogate pair values: ��
Word uses surrogate pairs in RTF RTF-based publisher or vendor workflows may create
surrogate pairs
© 2008, Inera Incorporated, All Rights Reserved
Plane 1 Unicode Summary Check systems for Plane 1 compliance
Operating systems and applications may not work Some PDF rendering applications may not work
Check vendors for Plane 1 capabilities XML Conversion Composition systems Online display
Tell vendors Plane 1 surrogate pair preference
© 2008, Inera Incorporated, All Rights Reserved
Word 2007 Math Three math options for authors
Microsoft Equation 3.0 Subset of MathType Same as in Word 2003
MathType 6 New release with Word 2007 support and new features
Equation Builder Native Word 2007 equation editor
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Word 2007 and MathType MathType 6 adds native Word 2007 support Ribbon interface with production tools
MathML support almost unchanged from v. 5.2 φ (φ) and ϕ (ϕ) conform to Unicode 3+
TeX and EPS exports also available
© 2008, Inera Incorporated, All Rights Reserved
MathType MathML issues Authors can create equations that do not convert
to MathML correctly Typically in superscript or subscript constructs
No indication of where problem is in equation Can modify MathML2Base.tdl file to show location
Production “tuning” can fix equations
© 2008, Inera Incorporated, All Rights Reserved
New native Word 2007 equation editor Ribbon Interface with editing tools
Some limits helpful for MathML conversion Superscript/subscript not allowed Only one font size allowed
Word 2007 and Equation Builder
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Equation Builder Production Support
Conversion to/from MathML available Corrects statement at STM 2006
No TeX conversion available May impact 3B2 or XPP composition
No graphic conversion available (EPS or GIF) May impact InDesign or Quark workflow
© 2008, Inera Incorporated, All Rights Reserved
MathML Variations Two equation editors produce different MathML
Test to determine if differences are significant!
© 2008, Inera Incorporated, All Rights Reserved
MathType<munder><mo>∑</mo><mrow><mi>i</mi><mo>,</mo><mi>j</mi></mrow></munder>
Equation Builder<munder><mo>∑</mo><mi>i</mi><mo>,</mo><mi>j</mi></munder><mrow></mrow>
RTF heavily used in scholarly production Save As RTF supports Equation Builder Essential RTF patch for Word 2007 at:
http://support.microsoft.com/kb/949950
Eq 1, original: RTF, without patch:
Eq 2, original: RTF, without patch:
Equation Builder and RTF
© 2008, Inera Incorporated, All Rights Reserved
Word 2007 Equation Workflow Authors will use both equations formats
Equation Builder Microsoft Equation 3.0 / MathType
May even have both formats in one document Editors may need to learn both editors But first, test Equation Builder MathML
Try in all rendering environments (comp, web, etc.)
© 2008, Inera Incorporated, All Rights Reserved
Word 2007 Preparation Guide Short term
Prepare systems to receive DOCX files Update author instructions
Medium Term Communicate strategy to management and staff Check with suppliers and test external solutions
Long term Test and redevelop in-house macros Test full workflow with Word 2007 before live deployment Train staff before deployment
© 2008, Inera Incorporated, All Rights Reserved
© 2008, Inera Incorporated, All Rights Reserved
Questions?
Bruce RosenblumInera Incorporated+1 (617) 969 - 3053