The CMS syndrome
WRITTEN BY MARY RUTH YOE
In its second century and 15th
edition The Chicago Manual of Style weighs in on rules for wordsmiths.
With style.
Say Chicago to an editor, proofreader,
indexer, or publisher—anyone who regularly deals with words
in print—and the reference is clear. The authority being cited
is a work long known on its spine and in catalogs, but not in the
vernacular, as A Manual of Style. It wasn’t until
1982, preparing to publish the 13th edition, that the University
of Chicago Press bowed to common practice and renamed its trademark
product The Chicago Manual of Style (CMS in shorthand citation).
This August, as the 15th edition debuts with a first-run printing
of 150,000 copies, the Manual is still Chicago,
and it still lives up to its subtitled billing as “The Essential
Guide for Writers, Editors, and Publishers.”
How essential? Three weeks before its official
August 15 print date, the title ranked No. 25 on Amazon.com’s
sales chart (compared to Harry Potter and the Order of the Phoenix
at No. 1).
The Manual is more than essential. With
some 1 million copies of the first 14 editions sold, it’s
the press’s No. 1 all-time bestseller, and its success has
almost as much to do with style as substance. The Manual
is quintessentially American, equally devoted to straightforward,
paint-by-numbers, how-to instruction and do-your-own-thing individualism.
Think oxymorons. Think, along with F. Scott Fitzgerald,
of “the ability to hold two opposed ideas in the mind at the
same time.” Think the Ten Commandments and the Prodigal Son.
Think of women’s magazines where the editorial content is
one-part diet plans, one-part high-calorie recipes. In sum, think
rule making and rule breaking.
Some users revel in the rules. In the Magazine’s
November 1925 issue a reviewer praised the eighth edition’s
black-or-white approach: “It is a model of clearness and definiteness.
Alternatives are left out; questions are decided; for a
guide that leaves many loopholes is not a guide at all.” But
many readers like the wriggle room, delighting in the guide’s
philosophy, expressed in the preface to the 14th edition (1993),
that “although the purpose was, and remains, to establish
rules, the renunciation, in the preface to the 1906 edition, of
an authoritarian position in favor of common sense and flexibility
has always been a fundamental and abiding principle.”
Elements
of Style...
In the beginning, somewhere in the
1890s, was a single sheet of typographic fundamentals. With
the increase of years came an increase of rules and pages.
A 21-page pamphlet, the “Style Book,” was published
by the University of Chicago Press in 1901. Next came the
Manual, whose course is charted below. (For the first 11 editions,
approximately 100 pages were devoted to type specimens.)
Title |
Edition |
Year |
Pages |
Manual of Style |
1st |
1906 |
201 |
Manual of Style |
2nd |
1910 |
224 |
Manual of Style |
3rd |
1911 |
259 |
Manual of Style |
4th |
1914 |
276 |
A Manual of Style |
5th |
1917 |
300 |
A Manual of Style |
6th |
1919 |
300 |
A Manual of Style |
7th |
1920 |
300 |
A Manual of Style |
8th |
1925 |
391 |
A Manual of Style |
9th |
1927 |
400 |
A Manual of Style |
10th |
1937 |
394 |
A Manual of Style |
11th |
1949 |
521 |
A Manual of Style |
12th |
1969 |
546 |
The Chicago Manual of Style |
13th |
1982 |
738 |
The Chicago Manual of Style |
14th |
1993 |
921 |
The Chicago Manual of Style |
15th |
2003 |
956 |
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Flexibility is the byword of the 15th edition.
Approximately seven years in the making (the exact date cannot be
easily determined; no sooner is one edition in press than notes
are begun for the next), the project was led by Linda Halvorson,
the press’s editorial director for reference publishing, assisted
by Margaret Mahan, the press’s former managing editor, along
with current editors Margaret Perkins and Anita Samen. Aided for
the first time by a 14-person advisory board that included Chicago
English professor David W. Bevington and physics professor Robert
Wald, along with a listserv of managing editors from other university
presses, the edition reflects how publishing has changed in the
past decade. Most important, as Mahan notes in the preface, “Computer
technology and the increasing use of the Internet mark almost every
chapter.”
That means new material on electronic publications,
an updated chapter on preparing mathematical copy, advice on how
to cite electronic sources (including defunct Web sites), and information
outlining contemporary design and production processes. As in the
14th edition the “Key Terms” section of the production
chapter still begins with AA, or author’s alterations,
but now ends with XML, “An abbreviation for Extensible
Markup Language. A subset of the SGML standard, used for structuring
documents and data on the Internet. See also SGML.”
The Internet’s influence is also seen in
the layout, designed by Jill Shimabukuro. While the bold orange-red
dust jacket remains, gone are the 14th edition’s traditional
type faces (Times Roman and Baskerville), replaced by a modern face:
Scala, designed in 1994. The explanatory text and the rules themselves—which
retain their orderly numbering, from 1.1 (“A historical
note.”) through 18.149 (“Authors, titles, and
first lines combined.”)—continue in serif type.
(A word to nonwordsmiths, the Magazine’s text is in a serif
font, with short lines stemming from and at an angle to the upper
and lower ends of a letter’s strokes.—Ed.)
But examples of each rule stand out in sans serif type (see sidebar
text at right) as do new, descriptive headings above each numbered
paragraph of advice. Adding to the contemporary look is the use
of a second color—a light blue reminiscent of a copy editor’s
pencil.
The Internet’s biggest influence is found
not in the design of the 956-page tome (selling for $55, as compared
to $.50 for the 201-page first edition) but in the Manual’s
online presence. A new Web site (www.chicagomanualofstyle.org)
offers a “Search the Manual” feature: “Input the
terms of your search, and you will receive a list of the numbers
and subheadings of all paragraphs in the print edition that contain
the words or phrases that you are looking for.” It’s
quicker than paging through the print index and, in theory, should
bring up more rules to consult. The site also offers registered
users (you don’t need to buy the book to play) a searchable
Q & A section, and, in the months ahead, discounts on an array
of electronic products (a searchable CD-ROM edition should be available
as early as fall 2004).
The guide’s Web presence is hardly new.
As far back as 1995 stylistically challenged readers have been able
to e-mail their most pressing queries to the CMS “answer
lady” (the identity of the press staffer who pens the answers
is kept secret to avoid a flood of direct e-mails and calls). In
the early days every query received a personal response, always
calm and reassuring (“That’s a tough one,” a response
to this writer once began). Frequently asked questions and answers
were posted on the press’s Web site; early this year, with
monthly traffic hovering at 20,000 visits, personal responses became
a thing of the past; each month representative questions and answers
get posted.
Those questions generally
are concerned with the stuff of minor detail. At the top
of the current “New Questions and Answers” posting,
for instance, is this weighty query: “Which is correct: ‘so
and so, four months pregnant’ or ‘so and so, four months’
pregnant’?”
The answer is the former. And if you know why
(“The apostrophe is reserved for the genitive case”),
you’re likely to be the type of reader who ordered your new
edition months ago and who will turn first to the new chapter on
American English grammar and usage (by Bryan A. Garner, author of
A Dictionary of Modern American Usage). Next you’ll
flip through the chapters with an experienced eye, checking to see
if the rules you love (or love to hate) are still in effect.
To aid less-detail-oriented readers, the Manual’s
press kit lists some of the changes made. Here are a few of the
shockers (the release, written in the authoritative yet comforting
tone of the Manual itself, helpfully lists the CMS rules
affected):
Punctuation and font. Preference is
now given to setting commas, semicolons, periods, and colons in
the font of the surrounding text. Question marks and exclamation
points are (as before) italic only if they belong to the word they
follow. The traditional system is fully acceptable, however. 6.3–7.
Dates. The month-day-year form (e.g.,
July 1, 2003) is now preferred; the day-month-year form (e.g., 1
July 2003) is a fully acceptable alternative, especially in documentation
that includes numerous precise dates. 6.46.
Possessive versus attributive forms.
A strong preference is expressed for retaining the apostrophe in
plural forms (e.g., employees’ cafeteria, consumers’
group). 7.27.
Time of day. Lowercase p.m. with periods
is now preferred to small-cap pm, though the small-cap form is fully
acceptable. When small caps are used, there is no need for periods.
9.42, 15.44.
Abbreviations for states and provinces.
The two-letter abbreviations used in postal codes for states and
provinces are now recommended, with the traditional forms (Mass.,
Conn., and so on) an option. 15.29–30.
There’s a pattern here, and it goes deep
to the heart of the reference’s style: preference, preferred,
recommended, acceptable, option. Sometimes, a strong preference.
The Manual suggests the rules, but the rules change to
reflect usage.
Ruing the change announced in 8.34 (“Titles
of dukes, earls, and such are dealt with in a more British way...”
rather than in the more democratic, lower-case style long favored
by the Manual), Anita Samen explains that the shift reflects
a need to follow the prevailing practice: “It no longer seemed
to make sense to be the only one.” Indeed, one hesitant finger
held to the wind in the 14th edition—a suggestion, buried
in a footnote on page 76, recommending the “‘revival’
of the singular use of they and their”—has
disappeared in the 15th without a trace, revealed as a usage whose
time has not yet come.
For a work known as “the bible,”
handed down from generation to generation of wordsmiths with the
solemn fervor of an initiation rite, such willingness to listen
to its audience is unusual. And it’s part of the Manual’s
charm. Although there is a reason for every rule and recommendation
(Samen, who first met CMS as a junior editor at St. Martin’s
Press, soon learned that “if I deviated, it was at my peril,”),
there is also a willingness to let you do it your way, based on
your own experience.
Ah, but there’s the catch. Experience counts.
So when the chips are down, the deadlines draw
near, and the jury is out on matters of citation, punctuation, and
style, remember that you have a friend. An older, wiser, seen-it-all
friend who still prefers the serial comma, who still believes in
hyphenating adjective-noun combinations when they’re used
as adjectives, and who now offers three approved methods of dealing
with ellipsis points. That’s Chicago.
…and
e-Style
Back in 1993 when the Manual‘s
14th edition was published, only 36 percent of U.S. citizens
over the age of 18 used e-mail—and only eight entries
appeared in the CMS index under “electronic
manuscripts, editing.” A decade later 57 percent use
e-mail. (That percentage is in the high 90s for Chicago alumni.)
Meanwhile the 15th edition contains five entries under “e-mail
addresses” and one under “e-mail attachments.”
As the above example makes plain, CMS
prefers e-mail to email. Plus, e-article,
e-commerce, e-marketing, e-zine, and even e-graduate
school. According to 7.90, section 2 (“Compounds Formed
with Specific Terms”), these words are hyphenated, with
“an en dash if e- precedes an open compound.”
Clear? If not, “See also 7.85, 8.163.” The first
tackles “hyphens and readability,” while the second
discusses exceptions to the rule (brand names like iMac, for
example).
On to URLs, covered in 7.44: “Where
it is necessary to break a URL or an e-mail address no hyphen
should be used. The break should be made between elements,
after a colon, a slash, a double slash, or the symbol @ but
before a period or any other punctuation symbols. To avoid
confusion, a URL that contains a hyphen should never be broken
at the hyphen.” And what about that bane of editors
everywhere, “the particularly long element” that
“must be broken to avoid a seriously loose line”?
Just grit your teeth and do it, breaking the element “between
syllables according to the guidelines offered above.”
Then there’s the issue of e-capitalization.
According to 7.77, “The basic alphabet keys as well
as all named keys (Ctrl, Home, Shift, Command, etc.), menu
items (Save, Print, Exit, etc.), and icon names (the Cut button,
the Italic button, etc.) are capitalized and spelled as on
the keys or in the software.” And while you have your
Shift key down, remember that, citing 7.81, “Proper
names of computer hardware, software, networks, systems, and
languages are capitalized.” Thus, it’s “the
World Wide Web; the Web; a Web site; a Web page.”
Last but not least, if the 15th-edition
index is any guide, online is one, unhyphenated, often-used
word.
—M.R.Y.
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