1. Word 2007 in Scholarly Publishing:
Editorial and Production Issues
Presented by
Bruce D. Rosenblum
CEO
Inera Incorporated
SSP Pre-conference Seminar
28 May 2008

2. 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

3. Word 2007 Issues
 Macro compatibility
 File formats
 Plane 1 Unicode
 Equation compatibility
 Summary
© 2008, Inera Incorporated, All Rights Reserved

4. 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
© 2008, Inera Incorporated, All Rights Reserved

5. 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
© 2008, Inera Incorporated, All Rights Reserved

6. 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
© 2008, Inera Incorporated, All Rights Reserved

7. 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
© 2008, Inera Incorporated, All Rights Reserved

8. What’s Plane 1 Unicode?
 Original Unicode: ~65,000 characters
• But > 65,000 characters exist
 Plane 1: values 𐀀 and higher
© 2008, Inera Incorporated, All Rights Reserved

9. 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

10. 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

11. 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
© 2008, Inera Incorporated, All Rights Reserved

12. 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

13. MathType  MathML issues
 Authorscan 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

14. Word 2007 and Equation Builder
 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
© 2008, Inera Incorporated, All Rights Reserved

15. 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

16. MathML Variations
 Two equation editors produce different MathML
MathType Equation Builder
<munder> <munder>
<mo>&#x2211;</mo> <mo>&#x2211;</mo>
<mrow> <mi>i</mi>
<mi>i</mi> <mo>,</mo>
<mo>,</mo> <mi>j</mi>
<mi>j</mi> </munder>
</mrow> <mrow>
</munder> </mrow>
 Test to determine if differences are significant!
© 2008, Inera Incorporated, All Rights Reserved

17. Equation Builder and RTF
 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:
© 2008, Inera Incorporated, All Rights Reserved

18. 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

19. 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

20. Questions?
Bruce Rosenblum
Inera Incorporated
+1 (617) 969 - 3053
brosenblum@inera.com
www.inera.com
© 2008, Inera Incorporated, All Rights Reserved