Training and Courseware


Editing Technical Documents

A Series of Specialized Courses in Technical Editing Skills

1. Grammar and Punctuation for Technical Writers and Editors

An overview of grammar and punctuation designed for technical writers and editors. Reviews basic principles of grammar and punctuation, highlights common errors, and provides practice with correcting grammar and punctuation in sentences and passages.

Summary of course content:

  • Introduction-The importance of understanding grammar and its terminology
  • Grammar as a communication tool
  • Parts of speech
  • Sentence construction
  • Grammatical rules
  • Common grammar mistakes
  • Editing for grammar
  • Punctuation and its relationship to grammar-functional punctuation
  • Common punctuation mistakes
  • Editing for punctuation
  • Putting it all together-grammar and punctuation in documents

2. Copyediting Skills for Technical Editors

Highlights the many issues that must be addressed in order to ensure that a technical document is accurate, correct, and consistent. Focuses on the not-so-obvious issues that technical editors must address as they work to produce clean and accurate copy. Includes practice with a variety of technical documents.

Summary of course content:

  • Introduction-copyediting is more than just "fixing" grammar and punctuation
  • The goals of copyediting
  • Copyediting versus comprehensive editing
  • Editing for grammar and punctuation
  • Addressing issues of spelling and word treatment
  • Editing for word usage
  • Dealing with numbers
  • Editing illustrations
  • Ensuring accuracy of content
  • Ensuring consistency using style guides and style sheets
  • Using word processing tools to streamline copyediting
  • Developing the "editor's eye"
  • Practice copyediting with technical documents

3. Comprehensive Editing I: Writing Style

Focuses on the elements of good technical writing style and the process of helping writers to achieve this style. Reviews the characteristics of good technical writing and examines the choices that support good writing style at the word level, the sentence level, and the paragraph level. Discusses ways that editors can work with writers to achieve an effective style.

Summary of course content:

  • Introduction-what is writing style?
  • Characteristics of good technical writing-clarity, conciseness, and consistency
  • Choosing the right word
    • Using verbs effectively
    • Using concrete, accurate nouns and modifiers
  • Creating effective sentences
    • Working with the sentence core
    • Using sentence structure to convey meaning
    • Eliminating wordiness
    • Using quotations properly
  • Constructing paragraphs to achieve flow and emphasis
    • Understanding flow
    • Using position to create emphasis and flow
    • Achieving a consistent tone
  • Communicating with writers about style issues
  • Practice with editing passages for writing style

4. Comprehensive Editing II: Content, Organization, and Visual Design

Focuses on issues of comprehensive editing for creating overall document effectiveness. Describes the basic strategies of organization in detail and illustrates the ways that these strategies are applied in technical documents. Discusses the content review process and the development of documents from rough outline to final draft. Provides an overview of basic principles for effective visual design.

Summary of course content:

  • Introduction-looking at the big picture of content and organization
  • Organizational strategies for technical documents
  • Choosing appropriate organizational principles for specific documents
  • Evaluating and improving top level organization
  • Evaluating and improving unit level organization
  • Working with paragraph level organization
  • Guiding the writer through the document development process
  • Using headings and navigational aids to orient the reader and improve usability
  • Creating effective visual design for technical documents

5. Technical Editing for Specific Document Types

A customized editing course focused on work with specific types of documents. The course can be adapted to suit the specific needs of an organization.

Some examples of different types of documents that might be targeted include the following:

  • Engineering documents
    • Requirements
    • Specifications
    • Operations and maintenance manuals
    • Reports
  • Business documents
    • Business plans
    • Press releases
    • White papers
    • Marketing materials
  • Software documents
    • Help systems
    • User manuals
    • Procedures for developers
  • Online documents

6. Editing Efficiently and Effectively with Microsoft Word

"Tricks of the trade" and special tips to enhance your ability to edit documents using Microsoft Word. Focuses on Word's many features and the ways these can be used to improve editing speed and efficiency.

Summary of course content:

  • Using Track Changes to edit documents and review changes
  • Getting the most out of Word's spell checker
  • Using Find and Replace
  • Getting control of headers and footers
  • Working with images
  • Using Styles to achieve consistent formatting
  • Working with templates
  • Generating reference aids
    • Table of contents
    • List of tables and list of figures
  • Practice with complex documents