272 rosenblum word2007-ssp2008

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

© 2008, Inera Incorporated, All Rights Reserved

Word 2007 Issues Macro compatibility File formats Plane 1 Unicode Equation compatibility Summary


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


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


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


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


What’s Plane 1 Unicode? Original Unicode: ~65,000 characters

But > 65,000 characters exist

Plane 1: values 𐀀 and higher


Plane 1 Representations Example:

Mathematical Monospace Digit Seven: Single value: 𝟽 Surrogate pair values: &#xD835;&#xDFFD;

Word uses surrogate pairs in RTF RTF-based publisher or vendor workflows may create

surrogate pairs


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


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


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


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


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


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


MathML Variations Two equation editors produce different MathML

Test to determine if differences are significant!


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


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.)


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



Questions?

Bruce RosenblumInera Incorporated+1 (617) 969 - 3053

[email protected]

272 rosenblum word2007-ssp2008

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