Consistency and Flexibility

One pitfall of being an editor is seeing things that I wish didn’t bug me, but do. I don’t want to be a critical or judgmental person, and I certainly don’t want to be one of “those people” who thinks she knows better than anyone else. But here’s a story of the (mis)application of style just for the sake of following the rules: the story of number styles in lists.

My son is about to write his test to prove he knows the rules of the road so the Province of Manitoba will grant him a learner’s permit. Last night, we were reviewing the Driver’s Handbook and having fun with the practice quizzes (a great resource, and a great refresher for veteran drivers like me).

The question came up: how far away from a railway track do you have to park? Well, that one stumped us both (I’ve never had to think about parking next to a railway track), so we looked it up. Page 88 of the Driver’s Handbook has a lovely, comprehensive list that looks like this:

It’s illegal to park:
• on a sidewalk
• across the entrance to any driveway, back lane or intersection
• within three metres from the point on the curb or edge of the roadway
immediately opposite a fire hydrant
• on a crosswalk or within three metres of a crosswalk
• within 15 metres of a pedestrian corridor
• within nine metres of a stop sign or other traffic sign or signal posted
at an intersection
• within 30 metres of the nearest rail of a railway crossing, unless
otherwise posted
• within six metres of a driveway entrance to a fire station, unless
otherwise posted
• on a roadway beside another vehicle that is already parked
• at a curve on the highway outside a city, town or village, when
the vehicle cannot be clearly seen from at least 60 metres in each
direction upon the highway
• in such a manner that it becomes a hazard or that is contrary to
any section of The Highway Traffic Act or any municipal bylaw

Now, I have no way of knowing how this list strikes you, but it bugged me. So much so that I stopped and said, “As an editor, this bugs me.” My son said, “Yeah, what’s with the mixing of the words and numbers?” To him, it seemed totally illogical. I laughed, because the poor handbook writers are just trying to follow the rules.

Follow the rules – to a point

The basic rule is simple, and follows Chicago 17: the numbers zero through nine are written out, and everything else is set in numerals. I tend to write this way myself, and I’m not sure why except that I’m used to it (which is, by the way, the wrong  reason to insist on any point of style). But if I’m used to it, why did this list bug me?

In an earlier post I pondered number styles according to Chicago 17  in far too much detail, having spent far too much time trying to decide whether to reverse the decisions of a copy editor. I settled on the section in the manual called Consistency and Flexibility, which in its essence says, “Follow the rules unless you have a good reason not to.” One good reason to bend the numbers-vs-numerals rule is “local” consistency, such as a list like the one above. Using numerals consistently to indicate how far away from something you should park would make the whole thing so much easier to scan and memorize, would it not? See for yourself:

It’s illegal to park:
• on a sidewalk
• across the entrance to any driveway, back lane or intersection
• within 3 metres from the point on the curb or edge of the roadway
immediately opposite a fire hydrant
• on a crosswalk or within 3 metres of a crosswalk
• within 15 metres of a pedestrian corridor
• within 9 metres of a stop sign or other traffic sign or signal posted
at an intersection
• within 30 metres of the nearest rail of a railway crossing, unless
otherwise posted
• within 6 metres of a driveway entrance to a fire station, unless
otherwise posted
• on a roadway beside another vehicle that is already parked
• at a curve on the highway outside a city, town or village, when
the vehicle cannot be clearly seen from at least 60 metres in each
direction upon the highway
• in such a manner that it becomes a hazard or that is contrary to
any section of The Highway Traffic Act or any municipal bylaw

This kind of local consistency does not mean that the rules aren’t followed elsewhere throughout the handbook. It just means you make an exception for that list, because really, what are you trying to remember? Distances. In metres. Numbers.

  • 3 – fire hydrant, crosswalk
  • 6 – driveway entrance to a fire station
  • 9 – stop sign
  • 15 – pedestrian corridor
  • 30 – railway crossing
  • 60 – range of sight of a vehicle parked on the road.

What a nice, neat list of multiples of three. Yes, three. The list is done, and so I revert back to the rule.

(Un)common sense

It comes down to common sense, a lot of the time. Following the rules absolves us of the responsibility of thinking for ourselves. It’s better to think and make a conscious choice than hit something and claim you had the right of way.

In writing to convey information, our goal should always be to never make the reader work harder than they should have to. Some information is hard to process, and we’re not talking about simplifying everything. We are talking about avoiding unnecessary distractions, which can be likened to impairment. Check out this Driving Quiz question (just because it’s funny):

A few drinks after work before driving home:
a.is good because you miss the rush hour traffic
b.is good because they help to release the day’s tension and make you a safer driver
c.will impair your ability to drive
d.will never hurt anyone

If blindly following a style rule impairs the ability of the reader to retain the information you are trying to convey, then it undermines the purpose of the writing, just like alcohol in your bloodstream impairs your reflexes. Even rules of the road, if blindly followed, can get in the way of defensive driving (for example, driving according to conditions instead of blindly following the speed limit or proceeding because you have the right of way).

Be safe, be kind

The central message of the Driver’s Handbook is, don’t be stupid or reckless. The central message of the astute editor is: don’t be stupid or reckless. Be courteous. Be safe. Be kind. To other drivers and to your readers. Just be glad “reader rage” isn’t a thing. Unless you’re on social media. But that’s another thing altogether.

Update: James Harbeck recently posted about number style on The Editor’s Weekly. Because he is way smarter than I am, I get very excited when we agree on a style decision. 🙂 However, I also recently encountered a client preference to follow the one-to-nine spelled out rule even in the face of an exception as outlined above. Here I made an exception to my exception, because clients preferences trump mine, and that is just the way it is.

Nit-picking Numbers

How a day spent grappling with “2” and “two” taught me something about numbers, numerals, and life

Sometimes I appreciate the technical side of editing. I don’t mean editing technical documents, necessarily – I mean the technical aspects of grammar and style that give me the illusion that I can tell right from wrong. As my previous post relates, sometimes there are good reasons for making certain changes to the copy even without the author’s permission. Even so, these are sometimes rather pompous reasons like because it’s the right way to do things or because the style guide says so.

And yet, if I learned anything today, that sort of fundamentalism can start me off on a slippery slope. Because I have a past life (emphasis on past) where I could quote chapter and verse of the Good Book with the best of them, I am all too familiar with the perils and pitfalls of dogma, no matter what the context. 

The thing I am learning to appreciate about the Chicago Manual of Style is that it makes no claims to have all the answers, and in the end, it is consistency and flexibility that truly matter. How do these things even coexist? Today’s lesson is brought to you by the number two (2). Not Number Two, silly – the number two!

The house style of the academic journal I am working for instructs authors to spell out the numbers zero through nine and use numerals for 10 and up. The exceptions are measurements (8 percent, 6 degrees) and references to specific parts of the paper (Table 1, section 5). Seems simple enough, right? Trucking along through a page proof, I come across the following:

The minimum (maximum) number of days between [event A] and [event B] is two (538) days, and the minimum (maximum) number of days between [event C] and [event D] is two (642) days. 

As an aside, this particular writing style has the peculiarity of displaying two options using parentheses: in the example above, the minimum is two days and the maximum is 538 days (or 642 days in the second clause). Two for the price of one!

This sentence struck me as odd because of the use of words and numerals in juxtaposition like this. Certainly, I thought, the copy editor was just obeying the rules… unless of course “days” is a measurement. What to do? Consult the manual, of course!

And down the rabbit hole I went, wading through several principles and their exceptions, until I came to section 9.7, so appropriately called “Consistency and flexibility”:

Where numbers occur within a paragraph or series of paragraphs, maintain consistency in the immediate context. If according to a given rule you must use numerals for one of the numbers in a given category, use them for all in that category. 

Chicago Manual of Style, 17th ed., section 9.7

Aha, I thought. Regardless of whether “days” is considered a unit of measurement, “consistency in the immediate context” directs me to change “two” to “2” in this sentence:

The minimum (maximum) number of days between [event A] and [event B] is 2 (538) days, and the minimum (maximum) number of days between [event C] and [event D] is 2 (642) days. 

Not that I enjoy stetting any copy editing decision, but this at least made me feel a tad more confident in doing so. Resting on my little laurels, then, I press on until I encounter this gem:

both measured over the last 2 years of [term A]. … we also calculate the average return on assets, ROA, over the two fiscal years preceding [event B]. The [variable of interest] is the excess of each [firm]’s 2-year ROA over the mean of…

Consistency is out of vogue, apparently. As a proofreader, technically my only job is to compare the proof to the author copy. And lo and behold, the author copy uses “two” in all three cases in this excerpt! Why then, would a copy editor change two two’s to 2, and leave one alone? (Are you dizzy yet?)

The reason I even care is that part of my role is to follow the style guide and correct style errors in the proof, because things do get missed. Plus, for me the inconsistency is like an itch that won’t go away. The question of the day seems to be whether “years”, like “days” in the first example, is considered a unit of measure, and if it is, then why is “fiscal year” exempt?

[Note: Because this particular realm of academia walks a fine line between the humanities and mathematics, it’s not always clear whether strict scientific style applies here. And incidentally, Scientific Style and Format basically says use numerals, (almost) always, because it’s just easier that way.]

A quick email to the client reveals that no, units of time in the magnitude of days, months and years do not count as units of measure and we should spell out zero through nine in this context. Okay, I say. This is flexibility. Flexibility within a principle of style, combined with consistent application at all levels of editing (including proofreading), is a recipe for peace of mind for editors, authors, and publishers. 

More than that, I think the principle of “consistency and flexibility” could go a long way in helping me find peace of mind in other parts of my life too: relationships, parenting, hobbies, and working with animals. Being consistent and flexible helps others know what to expect, but allows for change and growth along the way. 

After all, like everything in life, language and style are constantly evolving, so we’re always reaching for a moving target. What better reason do you need to cut yourself some slack?