Mastering Scrivener
By Antoni Dol
()
About this ebook
Discover amazing features of Scrivener you have never used. Much content about Scrivener on the web is obsolete, now Literature and Latte released version 3 for macOS and Windows computers.
In Scrivener, do you know how to…
- hoist the Binder
- calculate your session target
- create chapters and scenes with one click
- compare snapshots
- and use a full screen free flow corkboard?
If you don't, this book will explain these and many other advanced features of Scrivener 3 you didn't know even existed.
This book devotes an entire chapter to Compiling and provides several scenarios for getting exactly the results that you want.
Mastering Scrivener contains invaluable information for the price of a lunch break meal, filled to the brink with professional information worth the investment of
every experienced writer using Scrivener.
Antoni Dol
Antoni Dol writes fiction in stories, novels and articles. Also, new educational books were published. Antoni Dol was born in 1963. He graduated as illustrator at the Gerrit Rietveld Academie of Arts in Amsterdam, studied advertising at the Rotterdam Art Academy and was freelance illustrator for three years. From 1996 onwards, he grew as a webdesigner and interaction designer with the internet. He worked for companies like KPMG, NedTrain, Wolters Kluwer, Univé Insurance, Bijenkorf Department Store, The City of The Hague, Rabobank en Microsoft in the Netherlands. He enjoyed a Creative Excellence Award in the Web Page Awards in 2001 and the NedTrain intranet he designed, was one of the 10 best of 2005 according to the Usability expert Jakob Nielsen. Antoni writes articles for internal and external publications and for Dutch magazines. Antoni currently writes science fiction stories, taking place in the near future and on Earth, in which new and failing technology influences people and society. In addition, he writes stories that take place in a future society and about the consequences of problems that may arise there.
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Mastering Scrivener - Antoni Dol
Table of Contents
Introducing
Prologue
So why this book?
A primer for new users
The Interactive Tutorial
Video Tutorials
Search Menus
Researching
Using the Research folder
Import Audio or Video
Notes in the Inbox
Using Bookmarks
Comments as Internal Links
Managing Binder Bookmarks
Inspect Bookmarks in Quick Reference Panels
Scratchpad
Plotting
Plotting or Outlining?
Using Character and Setting Sketches
Jump to characters
Images in Index Cards
Sketches in Corkboard View
Using Scene Cards
Using Story Grids
Compiling Outlines
Writing
Importing other documents
Reset Paragraph Formatting
Using Document Templates
Some Folders are more special than others
Templates for a flying start
Templates for Subdocuments
Reset a Default Template
Concentrating on your writing
Correct as you type
Scrolling as a typewriter does
Deep dive into the Editor
Split the Editor horizontally
Using Snapshots
The Snapshots Manager
Editor Styles
Foot and Endnotes
Draft, Session and Document Targets
Spelling and Corrections
Writing Tools
Drawing the line
Using Dictation
Your Writing History
Finding overused words as you type
Searching with options
Quick Dialogue Entries
Writing SubSubScenes
Organizing
Organizing compared to word processors
Using icons to structure your project
New Text/Folder icons in Binder Footer
Managing your Custom Icons
Using colors to structure your project
Working with pictures
Deep dive into Section Types
Binder Highlights setting Section Types
Deep dive into Labels
View Label Status by Icons
Deep dive into Status
Swap Labels and Status
Using Custom Metadata
A shortcut to Custom Metadata
Using Keywords
Using Collections
Deep Dive into the Binder
Set a title from existing text
Files to Folders and Folders to Files
New Folder from Binder selection
Count documents in folders
To infinity with the Binder
Using Entities
Deep dive into the Outliner View
Lock the Group View Mode
Search and Filter Group Views
Show or Hide Synopsis in Outliner
Deep dive into the Corkboard View
Break free from the Corkboard Grid
Scale Index Cards automatically
Wrap Index Cards to Editor width
Editing
Annotations and Comments
Move a Comment Link to another phrase
Tidying up you manuscript
Using Regular Expressions
Find text by formatting and color
Find writing on Date
Using Revision Modes
Statistics and Word Frequency
Your most frequently used words
Proofreading Tools
Focusing on dialog
Using external grammar tools
Using Text To Speech
Read your story back to you
Scrivener in the editing process
Sharing
Printing
Export
No conversion necessary
Import
Drag files from one Project to another
Restoring corrupted Projects
Sync
Configuring
Customizing the Toolbars
Customizing Keyboard Shortcuts
Function Key for Options
Using Backups
Backing up manually
Using Project Templates
Project Template Custom Icons
Using Layouts
Corkboard only Freeform Corkboard
Dual Navigation Layout
Renaming your Layouts
Using Themes
Save your settings
Where can I find Themes?
Creating a Table of Contents
Compiling
Deep dive into Compile
Saving Compile Settings
Automatic Numbering
Using Placeholders
List of all Placeholders
Using Compile Formats
Assigning Section Layouts to Section Types
Skip the preview tiles
Using the Compile Format Designer
Select File Types for Compile Formats
Section Layouts
Can't find Compile Formatting Settings?
Give a paragraph some room
Separators
Compile Styles
Text Layout & Document Title Links
Transformations & Replacements
Statistics & Tables
Footnotes & Comments
Page Settings
Compatibility
Contents Settings
Compile only a Collection
Compile only the Binder Selection
Metadata Settings
Compile Options
Project Replacements
Creating
Creating Chapter Openings
Creating a Glossary
Create Front and Back Matter
Creating Prints
Creating Plain Text documents
Creating Web Pages
Creating Word documents
Compatibility settings for Word
Creating PDF documents
Creating E-books
Cover and ToC for E-books
Concluding
Epilogue
The go-to reference
The Community Forum
The Knowledge Base
Landmarks
Cover
Title Page
Frontmatter
Table of Contents
Preface
Start of Content
Glossary
Acknowledgments
Backmatter
Mastering Scrivener
Advanced Scrivener 3 for Experienced Writers
Antoni Dol
2021 Amsterdam
iologo.pngMastering Scrivener
Advanced Scrivener 3 for Experienced Writers
Version: 2021 - 01.01.00
Author: Antoni Dol
Graphic design: Antoni Dol
Portrait photography: Yvette Zellerer
https://antonidol.nl/studieboeken/masteringscrivener/
https://www.facebook.com/AuteurAntoniDol
ISBN 9789083044088
NUR 991
Copyright © 2021 Antoni Dol
All rights reserved. No part of this book may be reproduced or used in any manner without the prior written permission of the copyright owner, except for the use of brief quotations in a book review.
For Sabine
for her patience and confidence.
Preface
When Scrivener first hit the writing scene, as a public beta in 2006, it captured the imagination of writers that came across it in a way few programs have, before or since. Unlike most other writing tools at the time it was careful to avoid the pitfalls of software that aims itself at a particular form of writing, or even as was commonly the case back then, a particular method of writing within that form. As a result it attracted a wide variety of authors, hailing from disciplines as diverse as legal writing, technical documentation, poetry, academia and novelists alike.
In the years following its initial release, it went from a relatively unknown tool to a multiple award winning system used by notable authors around the globe. It would be difficult to pin down precisely which parts of Scrivener contribute to its broad appeal, but of them all, these qualities stand out to me:
The ability to organise your writings freely, into a topical outline that can either grow naturally as you write, or serve as a scaffolding for what you intend to write. With that simple formula one is no longer shackled by thinking in strict structural concepts such as chapters, plot arcs, subsections or headings, or feel awkward whenever inspired to write a chunk of text that does not yet fit into the overall work yet. The overall work can grow fluidly and ideas can be scattered around the writing area like so many sticky notes on a desk, waiting to be filled in.
General purpose features, capable of being used to implement more specific ways of working, made it possible for one common feature set to be used for everything from fanfic to patent submissions. Instead of having character tracking tools, a simple system of colour-coding or tagging your outline with keywords could provide much of the same capabilities, while also being equally useful for tracking notable events in a person’s life, for a biography. Furthermore these tools were designed to integrate together, to become even more useful in combination with one another, creating more sophisticated approaches to using the software.
Keeping all of the ephemera that a writer needs to support the writing process in one place means dispensing with numerous other tools, such as spreadsheet software, folders full of PDF files, endless and confusing revisions saved to separate files and even paper-based methods like boxes of index cards.
While the software has grown and matured in many ways since its early days, these core elements of its design remain the roots from which almost all of its many features can be traced. Knowing and understanding how they fit together will almost always result in a better understanding of how to use the software.
Given its freeform nature, learning Scrivener can often be a very personal experience. You may be accustomed to figuring out how something is supposed to be used, so you can conform to it, rather than first seeking out ways to make it complement your hard-won methods and preferences. While the basics of the program can be learned in a day, and indeed those basics can be enough to finish a book, learning the software more deeply can be rewarding the more effort you put into it.
The book you are holding in your hands, proverbial or otherwise, is intended to help you make that leap from using the software as a first impression, to finding ways to craft the software itself into a personalised tool—one that suits you as much as it may suit any particular challenges you face from one project to the next. Antoni Dol has helped countless many users on our forums and otherwise, and is experienced in explaining how Scrivener’s inner workings can be tapped to produce the results you’re looking for.
Whether you are building a trilogy from scratch, or hammering through the final phases of your doctoral dissertation, I hope that this reference and guide will be useful to you in helping to refine and improve the writing method itself, so that your craft as a writer can shine with the software.
ioa.png Ioa Petra’ka
aka AmberV
on the Scrivener forums,
and long-time member of the Literature & Latte team.
1 - Introducing
In this section
Prologue
So why this book?
A primer for new users
The Interactive Tutorial
Video Tutorials
Search Menus
Schema011.1 - Prologue
As an experienced writer you’ve chosen the right tool to string words together, and not only words: sentences, scenes, sections, sequences, chapters, parts, and series as well. Scrivener helps you organize your writing, you know that. But do you know scrivener? This book aims to help you get the most out of your writing software, to get you writing faster and more efficiently, to organize your projects better, to get to professional results quicker and with more satisfaction. Quite a goal to reach, isn’t it? Here's an overview of the topics I will be describing in this book:
A primer
I initially thought Scrivener was an easy software to use. The sheer volume of features may intimidate at first, but when you keep to the basics, things are pretty straightforward. In the Primer for beginners, — the chapter I start this book with — you’ll find everything there is to know about using Scrivener as a writer. But you already know that. As an experienced writer you know how to collect your research, organize your binder, structure your editor and write and edit a manuscript.
So, skip the first chapter if you dare.
Researching
Researching is a necessary part of the writing process, whether you’re writing a fiction or a non-fiction book. Research can become a big part of your project, filling the Research folder with reference material like Notes, Links, Files, Images, Web pages and even Scrivener Projects. This chapter describes the use of each of these resources in Scrivener’s Research folder.
The plotting phase
A few features of Scrivener help you in the plotting phase of your project. Character and Setting Sketches help in documenting engaging characters and amazing settings. Scene Cards help create a scene chain from the beginning to the end of your plot, and Story Grids document developments in your story as well. A Scene Card Document Template eases plotting your novel or structuring your book. Compiling your Binder structure to a document — including or excluding the synopsis entries you formulated — will give you a decent overview of your story.
Just write
Go on and read the next chapter on writing your project. Importing other documents, concentrating on your writing, learning the nooks and crannies of the Editor, using foot and endnotes, corrections, and spelling, and the various writing tools Scrivener offers. The software is able to find overused words as you type them… again. It will check your spelling, and even listen to your dictation and write it down for you. The Name generator is there to offer options for your character’s first and last names whatever their nationality may be. And what about all the functionality that keeps track of your work, the Statistics with Word frequency, Targets for your project, chapters, and scenes?
Start organizing
Start organizing your project using the sections in the next chapter. Compared to the way you organize in your favorite word processor, Scrivener provides ample ways to structure your writing. If you have hundreds of Word documents in dozens of disparate folders, this chapter is for you. Use Scrivener’s Colors, Icons, Labels and Status in the Binder, use Metadata and Keywords. Let Collections work for you and keep an overview of your manuscript in Binder and the Corkboard or Outline Views.
Improve your manuscript
And when you’re done writing, Scrivener helps to improve your manuscript. Annotations and Comments help you and your proofreaders document issues in your writing. Scrivener can tidy up your text, show you dialog, adverbs that you may delete, and verbs that you may strengthen. Scrivener will read your text aloud literally and remember every writing session in days and months and crush the numbers or averages in your Draft folder and elsewhere in the project.
Share your work
Beyond writing and editing, this writing tool has several special features that assist an experienced writer with sharing his work, like importing, exporting, and syncing documents, or just printing them for others to read.
Configuring Backups, Layouts, Themes
Configuring helps Scrivener to do the heavy lifting in several cases: Backups to ensure you don’t lose a letter, Layouts that may help you work more efficiently and Themes to create an inspiring — or perfectly clean — writing environment.
Press one button: Compile
Generating a formatted document from the building blocks inside Scrivener is daunting in such a way, that I’ve heard of people copying their text out of this writing tool and pasting it in their favorite word processor to share it with the world. You can do this at the press of one button: Compile.
But before your manuscript compiles exactly the way you want it, dozens of settings in the Compile Overview window, the Compile Format Designer and Compile Settings panes need to be addressed. Variables and metadata may help you insert default or your own data in strategic places in your manuscript. The flexibility of the system makes it complex. Choosing the right options and saving them for later is the way to producing end-point documents like Adobe Acrobat PDF files, Kindle, and Kobo e-books and intermittent documents in Microsoft Word or OpenOffice.
Creating output documents
Creating output documents concludes the use of Mastering Scrivener. When not generating PDF-files or e-books, the text will flow into graphic software like Adobe InDesign for production of the hardcovers and paperbacks that you’re eager to hold in your hands. Scrivener is a manuscript writing tool, an Outliner, not a book production tool.
Hidden Gems
I mixed the chapters with a series of hidden gems that may or may not surprise you. In this way, and some others I didn’t mention or may come up with along the way, Mastering Scrivener hopes to point you to features you hadn’t discovered in the software yet, or it may better explain complex operations you need to know to write and produce a better manuscript, faster.
Amsterdam, June 2021, Version 1.0
1.2 - So why this book?
Even for an experienced writer, Scrivener can help you get there faster, in better shape. Some features described in this book you may know and use daily. I do hope others are new to you. I’ve also tried to find processes and procedures that are beyond the software itself, but are helpful in the trenches of writing a book. Any book. These may be hidden gems, complex operations, and edge cases, but I’ll describe each here to help you discover more ways to utilize Scrivener.
Since Literature and Latte released Scrivener 3.0 for Windows, much of the information on the internet is well out of date. So much that most of it is totally irrelevant. De menus have changed, the toolbar looks completely different and the functionality of the product is now up to par with the original Mac version. Almost.
Since I aimed this book at experienced writers using Scrivener, I won’t go into obvious functionality. These work the same in most software tools and you should have little trouble using menus, reading footer bars, zooming in and out and all that. I don’t have to tell you how to do those things anymore.
This book won’t explain the software describing every feature of the user interface or informing you about every menu item in the order they appear in the menu bar and submenus. Instead, this book will pick cherries from functionality that deems more attention than you might think in the first place, it will list numbered scenarios of work-flows you might need at the first time, and it will point to hidden gems that offers features you might not have discovered yet. The rest you know already.
No operating system divide
I won’t describe Scrivener in terms specific for one operating system or another. Since version 3.0, features are more or less on par. Any difference between the platforms we will sort out here.
Finding stuff outside Scrivener
The application to find and select files -The Finder or the File Explorer — I will refer to as your file system or on you hard disk. That should do it. You can deal with it and find your stuff. Transient applications like the Color Picker or the Character Map are distinct on both platforms. They will even be called differently.
Finding stuff inside Scrivener
Of course, differences between the macOS and Windows platforms exist. I will describe things from a navigational or user interface perspective, but won’t mention shortcuts from a keyboard perspective, unless I have to. You can find keyboard shortcuts yourself right aligned in menus or in the PDF appearing when you choose [Help > List of All Shortcuts]. The Keyboard tab in Options/Preferences will show them for your operating system. You can even change them. I describe how to in Configuring, Customizing Keyboard Shortcuts.
Finding stuff inside this book
You may have noticed the color green and brown when you read this book in color as an e-book or in a color edition. I've colored the links differently, because they are different. Links come in three colors:
Blue and underlined links - External hyperlinks in this book are blue and underlined. They are 'normal' hyperlinks to sources on the internet.
Brown links - The brown hyperlinks are Document Links. When Compiling to e-book, Scrivener converts these internal Scrivener links to HTML internal links. I use them to link to other parts of the book as in See also
links. In a black and white version of this book, these links are darker than the main text.
Green links - The green links are links to the Glossary. Mind the Mnemonic: Green for Glossary. Click these when you want to know more about a term I use by reading a few lines about it in the Glossary at the end of the book. In the explanation is a link back to the section you clicked the link (mostly, sometimes the link goes to a more logical section). In a black and white version of this book, these links are lighter than the main text.
Apart from the ToC that your e-readers provides, there's a Table of Contents (containing brown links) at the front of the book. Every chapter has Section Links, that drill deeper into the chapter. I've added diamond icons to the Hidden Gems in the ToC and Section Links, so you can find those back quickly as well.
In the text, I'll direct you in various ways to the correct User Interface elements:
Navigational directions - [Project > Project Settings > Label List] will point to the main menu Project, the sub menu Project Settings and the Label List tab in the dialog window popping up. These navigational paths have a light gray tint, so you recognize them and find them quickly.
User interface directions - I will talk about named columns, panes, and areas in the UI, like Binder, Editor, and Inspector. User Interface controls like toolbars, header bars, text boxes, check boxes and drop-down lists I will mention. These should all be similar in both versions.
Options vs. Preferences - I will point to the [File > Options] or [Scrivener > Preferences] at lot in this book. I will use [File > Options] from now on and not [Scrivener > Preferences]. They’re synonymous. You’ll know what I mean.
Using Context menus - A context menu pops up on Windows computers when you click the right mouse button. If you don’t have a right mouse button on a Macintosh computer, click and hold the mouse button. I’ll point to context menus a lot, because we can easily access them everywhere.
Cog wheel or Ellipsis menu - Since these are not consistent between the two versions of Scrivener — or even within one version of Scrivener — this is a hard one when I want to point you to a menu. So, if I say Cog wheel you might see three dots or the other way around.
Hyperlinks, Internal links and Glossary links - Hyperlinks to external sources are by default blue and underlined. The context makes clear they’re external, because links to other chapters and sections in this book are the default colors as well. Links to the Glossary are green. Click those when you’d like a short description of that Glossary item. Usually the text around the links does about the same thing.
Not Covered in this version
Scriptwriting - I won’t go into Scrivener’s features for scriptwriting. Professional scriptwriters don’t use Scrivener to produce their scripts, but they may start their scripts in it. Scrivener can export to Final Draft or other professional scriptwriting tools, showing the flexibility of the software in formatting output documents.
Markup - In this version, I won’t cover Markdown or Multi-markup documents. Even though they’re a serious part of Scrivener’s Compile Formats, users working with markup documents need to be sort of expert in Scrivener in the first place, while for writers of novels or articles this functionality is usually of no significance.
Scrivener v1 and v2 - Finally, I also won’t address Scrivener v1 conversion or Scrivener 2. Version 3 is the one we’re using nowadays.
1.3 - A primer for new users
I don’t expect you to read this. You are an experienced writer. You’ve got this.
If you haven’t installed Scrivener previously, look stunned when I mention Binder, Editor, Inspector or talk about Draft, Research, and Trash folders; if you raise your shoulders when I reference Collections, Snapshots, and don’t know what Label or Status lists do; if you’ve never compiled an output document in your life, please read this primer for beginners. If you do know, I'll see you in the next chapter.
When you're reading this, I'd advise you to keep your Scrivener Project close at hand and try out anything of interest to you. Not everything in this book is for everybody. Every writer has different experiences. Exploring subjects of this book in your own projects will generate the most benefit you can have of this book. Just reading it is not that educational, while experiencing it is.
Hidden Gem 1.3.1
The Interactive Tutorial
gem 1In the Help menu at the top of your screen you’ll find the Interactive Tutorial. This is a hands-on introduction to Scrivener, and it is designed to help you get started. Just point to a location on your hard drive to save the Project, start it and work through it. Before you know it, you’ll be writing along.
GemHelpInteractiveTutorial.jpgFigure 1.3.1 - The interactive tutorial is a basic Scrivener Project that helps you get started.
InstallationLocation.jpgFigure 1.3.2 - Install the macOS or Windows version from the Literature and Latte website.
Installation
For installation of Scrivener 3 macOS, iOS and Windows versions are available. Find the latest version here:
https://www.literatureandlatte.com/scrivener/download.
Download and use the free trial for 30 days, before paying $53 (or $45.05 for an educational license). The iOS-version is $19.99 if you own an iPad, iPhone or iPod Touch.
Start the installer and follow instructions until it’s on your hard drive.
Start the interactive tutorial project, watch the video tutorials online, or skim the official user manual from the Help menu when you want to get a feel for the software by yourself. Alternatively, start a new project from the File menu: [File > New Project...] to start your first experience with Scrivener.
Hidden Gem 1.3.2
Video Tutorials
Hidden Gem 1Are you a visual learner with a bit of time on your hand? The video tutorials may be the place for you to learn Scrivener. Check out the categories of Getting Started, Organizing, Outlining, and Structuring and many more, each containing several videos showing you the way to go. Find the link to the Tutorial Videos in the Help menu.
But since you've made it this far, read on for a concise treatment of the basic features.
BinderEditorInspector.jpgFigure 1.3.3 - The Binder, Editor, and Inspector panes of the Scrivener User Interface.
Organizing using the Binder
The left column of the default Layout is the Binder. The root level usually contains your manuscript. Create folders, document groups or single documents with the help of the two icons in the far left corner of the Binder’s footer. These may represent parts, chapters, sequences, sections or scenes to your heart’s delight. Throw your stuff in there. Anything goes.
Special folders are the Draft folder containing the actual manuscript, the Research folder for everything that informs your writing, Templates containing pre-formatted documents and the Trash which contains, well anything you trash. Despite being special folders, you can rename them to anything you want and change their icons. Deleting the Draft, Research and Trash folder is not supported. Other folders in the current template of your project may reside in the Binder as well, like Ideas, Notes and anything you create yourself.
Access the Search feature through the looking glass icon in the toolbar. Search Results from the Project Search may cover your Binder. Hit the X at the far left side of the Search Result header to remove this layer.
Access Collection from the blue View icon in the toolbar or from the View menu. Collections are views of the documents in the binder, not the documents themselves. Collections sport specific colors and have a named bar above the Binder and Search Results bars, acting like tabs for the left panel. You can add random documents in an arbitrary order to Collections. Add and remove Collections using the plus and minus icons in the header of the Binder when Collections are visible.
Writing with the Editor
The wide center pane of the default Scrivener interface is the Editor. This is empty until you type text there. In the Binder you should have a document selected, even though you can add text to folders as well. The text entered will accumulate in the selected document. I’d like to point out the ability to split editors, either horizontally or vertically. Not only documents but also the other Views can reside in the other editor, making efficient layouts for every use of the editor space. That’s all there is to it. Oh, wait…
Let’s look closer at the three View Modes. You can find them in the Main Toolbar as a set of three buttons.
Scrivenings View - When your select the left-most View Mode, looking like a set of two documents, Scrivener will show a group of documents inside a folder or subdocuments of a document as a composite of text documents called Scrivenings.
Corkboard View - The second mode for this center pane is the Corkboard. This shows the content of the Synopsis pane at the top right as index cards on a corkboard background. The actual background and looks of the cards are highly customizable using the [File > Options > Appearance] menu command, or the Corkboard options at the bottom right when in Corkboard View Mode. Scrivener links the cards to folders and subdocuments in the Binder. Drag Index Cards to change the order of your documents.
Outliner View - The third mode that’s going to appear in the center pane is the Outliner. This is a table of all your scenes or sections with columns containing their metadata, like Title and Synopsis, Label, Status, and Section Type. Use the table for a helicopter view of your manuscript. Add and remove columns with the arrow tucked away in the top right-hand corner of this view. A long list of metadata exists from which to select additional columns.
Structuring with the Inspector
The column on the right is called the Inspector. Clicking the blue circle containing an i
on the toolbar turns this on or off. By default the Inspector stacks a white Synopsis and a pale yellow Notes pane.