User anonymity in Track Changes

D

Dora

It is critical for our work that users be able to make
themselves anonymous so that they are not identified as
editors/reviewers in Track Changes. On my Windows
machine, I can go to Tools, Options, User Information, and
enter "anonymous" as the user. Then, if I enter edits
using Track Changes, my edits are attributed
to "anonymous." However, we have reviewers who work on
Macs and they don't have this option (they say they don't
have "Options" under "Tools". PLEASE, if anyone knows how
a Mac user, particuarly one with OSX, can make themselves
an "anonymous" user, please share this info. We can't
troubleshoot this problem as we are unfamiliar with the
differences between the Mac version of Word and our
version of Word.

Thank you.
 
E

Elliott Roper

Dora said:
It is critical for our work that users be able to make
themselves anonymous so that they are not identified as
editors/reviewers in Track Changes. On my Windows
machine, I can go to Tools, Options, User Information, and
enter "anonymous" as the user. Then, if I enter edits
using Track Changes, my edits are attributed
to "anonymous." However, we have reviewers who work on
Macs and they don't have this option (they say they don't
have "Options" under "Tools". PLEASE, if anyone knows how
a Mac user, particuarly one with OSX, can make themselves
an "anonymous" user, please share this info. We can't
troubleshoot this problem as we are unfamiliar with the
differences between the Mac version of Word and our
version of Word.
On Macintosh Word v.X it is exactly as for Windows, except you get at
it through preferences -> user information. (Which is where you should
get at it from a Mac)

While testing this, I was able to change my identity in mid-document.
(so much for an unsubvertible audit trail)
That was the good news.

The bad news is that using track changes between Mac and PC is just
about unusable. You will get badly burnt when you try to accept the
changes. You will find that the document will get the colours wrong
anytime the full moon is on a weekday. And forget about merging two
lots of reviews of an original document to produce a final. There will
be a point past which the merge will fail, claiming there are untracked
changes, whether there are or not.

We gave up, and have an editor do the merge by hand after each reviewer
had applied their changes manually using different coloured character
styles.

I wish I were wrong about this. No-one could be happier than me if you
find a way through the track changes quagmire, and tell me how you did
it. Word is utterly unfit for this purpose.

And finally, if you think you can anonymously change a Word document
you are in for nasty shock. Anyone with a programmer's text editor can
learn a *lot* of interesting stuff by looking past the end of the text.

If you are serious about anonymous reviews, buy a product for the job.
You might consider a full blown Adobe Acrobat. (No personal experience;
from the PC mag reviews, it would be the first I would try.)

If I sound snarly, it is because I am in the middle of sorting out
revision hell on three tiny documents. What should have been 10 minutes
work has blossomed into an international e-mail incident that has
lasted half the evening. I'm reading news to get my sanity back.

Bloody Word for Mac OS X won't handle long filenames elegantly, and all
the names of versions of the same thing differ only after 50 characters
or so. I'm just about sinking to printing and editing with a pencil, or
sticking post-it notes all over my screens. Grrrr!
 
J

Jim Gordon MVP

Hi Dora,

Elliot has some good points. Especially about the length of file names. Keep
them as short as possible to avoid problems.

On both Mac and PC when you change the setting for the User Information in
Word's preferences, please keep the following things in mind:
1. It's a change that affects all documents made thereafter, not just the
document you are working on when you make the change. So if it's important
that the original name "Mary Beth" be used on other documents later on, your
users should manually restore "Mary Beth" to the User Information when they
are done being anonymous.
2. If multiple users have chosen the same name in User Information, then
Word will not know that they are different reviewers. This could be good or
bad depending upon what you want the document to display. If everyone uses
the word "Anonymous" as the reviewer name, changes made by all the different
reviewers will have the same color and reviewer name. If you want to
distinguish between anonymous reviewers have them use different User
Information, for example "Anonymous1, Anonymouse2...Anonymous7). Word has 8
different colors available to distinguish among different reviewers. Word
will repeat colors if there are more than 8 reviewers.

As Elliott points out, Word will save confidential information in an
unprotected (but not usually found) format. Newer versions of Word have
options to reduce confidential information, but you have to find those
preferences to use them. 2001 doesn't have them, not sure about X, 2003 for
Windows does have them, and it would be a good thing to request for the next
Mac Version. Send suggestions to:
http://register.microsoft.com/mswish/suggestion.asp

Concerning Adobe PDF - you'll need more than just Adobe Acrobat to be able
to comment PDF documents. Adobe requires that you purchase Adobe Content
Server (Windows only and quite expensive) in order to use comments in PDF
files. This is not a viable alternative to Microsoft Word in my opinion.

Unlike Elliott, I've used Track Changes on many documents - ones that go
among Mac and Windows users with an assortment of Word versions. So far I've
not had any problems. But others have reported problems with this feature so
I guess it can be troublesome. I recommend that the shared document be
copied to a backup location often just in case you need to recover in the
middle of things.

I don't know of any other program that comes close to what Word can do with
commenting and tracking changes, either Mac or Windows. So although it may
mess up once in a while, I think it's still worth using. Just keep frequent
backups.

-Jim Gordon
Mac MVP

All responses should be made to this newsgroup within the same thread.
Thanks.

About Microsoft MVPs:
http://www.mvps.org/

Search for help with the free Google search Excel add-in:
<http://www.rondebruin.nl/Google.htm>

----------
 
E

Elliott Roper

Concerning Adobe PDF - you'll need more than just Adobe Acrobat to be able
to comment PDF documents. Adobe requires that you purchase Adobe Content
Server (Windows only and quite expensive) in order to use comments in PDF
files. This is not a viable alternative to Microsoft Word in my opinion.

Unlike Elliott, I've used Track Changes on many documents - ones that go
among Mac and Windows users with an assortment of Word versions. So far I've
not had any problems. But others have reported problems with this feature so
I guess it can be troublesome. I recommend that the shared document be
copied to a backup location often just in case you need to recover in the
middle of things.

I don't know of any other program that comes close to what Word can do with
commenting and tracking changes, either Mac or Windows. So although it may
mess up once in a while, I think it's still worth using. Just keep frequent
backups.

Reasoned replies Jim. I was in a *really* bad mood last night as I
wrestled with those revisions. I just got off the phone with the very
experienced Word on Windows guy who was also in the middle of it. He
suggested I might do better avoiding the use of comments when in track
changes mode. (He has banned track changes in his Windows-only
department because comments and track changes don't sit well together)

I'll give track changes another chance based on that suggestion and
your experience. It *would* be most useful if it were reliable.

He also got in a few shots about how easy it is to get documents
confused when users think they are using the same fonts, but they are
not; even between two Windows machines. Most of the time he was heaping
it on this pore li'l ol' Mac user, but I'm used to that.
 
C

Clive Huggan

Greetings all,

My experience is close to Jim's, but I've come across a lot of people who
have had problems with Track Changes. I gather it's unwise to allow more
than one layer of Tracked Changes to exist in a document, because of the
chances of corruption of the document. The Track Changes function can also
interfere with deleting footnotes. Further, there are potential problems in
relation to merged documents.

John McGhie commented in a previous post: "Intrinsically, Tracked Changes
results in extremely complex structures in the document, so you need to edit
carefully with paragraph marks shown. If you do not, you can end up
corrupting the document. It is never a good idea to make changes within
changes: if you do too much of this, document corruption becomes very
likely."

And another comment by John: "A Word document internally is an indescribably
complex rat's nest of binary pointers. Each tracked change sets a heap of
extra pointers, to the beginning and end of the deleted text, and the
beginning and end of the new text. If those pointers occur within pointersŠ
What you end up with is a document that is so complex that Word can't
unravel it. It's a limitation of the Word document format, which was
designed for simpler times when computers were smaller and slower, and so
were documents."

Whenever possible, if it's necessary to see the changes that have occurred,
I get my clients to keep Track Changes off and, when a new version is
received, to choose Tools menu -> Track changes -> Compare documents. This
is done on a Saved As copy, leaving the original unaffected by the file
complexities that Track Changes causes. (If anyone is interested, what I
then do if I don't want all the changes is described under the heading
"Tracking changes, turning off" in my notes on the way I use Word, called
"Bend Word to your Will", downloadable at
www.mvps.org/word/FAQs/WordMac/Bend/BendWord.htm).

I realize that some users, especially in the legal profession, need to be
able to spot all changes, but for every one of those users there are many
more who are simply control freaks. These people can't resist the degree of
control that comes from monitoring their subordinates or consultants via
Track Changes. The problem is, they end up focusing on the minutiae rather
than the thrust of the argument in the document. I try to discourage them;
usually I just give them up as clients.

As to documents becoming confused when different (but maybe similarly named)
fonts are involved, I never have that problem even though nearly all my
documents go cross-platform, mainly because during the document development
phase I use fonts that retain the same pagination on Macs and PCs. The good
oil is in a Microsoft article at:
http://www.microsoft.com/mac/wordx/wordx_main.asp?embfpath=featartx&embfname
=wd_crossplatform.asp

Key parts of the article say that despite their similar appearance, the
standard Macintosh TrueType fonts (Times, Helvetica, and Courier) are
actually quite different from the standard Windows fonts (Times New Roman,
Arial, and Courier New). These fonts come from broadly the same font
families, but the font metrics of the font sets are different. Even a very
short document that uses these fonts can exhibit noticeable change in
pagination when you move it to the other platform, and long documents can
display a considerable amount of change. Word for the Macintosh uses
Microsoft¹s TrueType font set for the Macintosh, including Times New Roman,
Arial, Courier New, and Wingdings. These are the same TrueType fonts that
come with Microsoft Windows. This offers a consistent base set of fonts for
every Word user, minimizing font-mapping difficulties when you cross
platforms.

When other fonts are needed for the final product, I just change the font
specification in my underlying styles away from Times New Roman and Arial,
in the final version.

--Clive Huggan
 

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