Editorial: Style Guide
Editorial: Style Guide
Editorial: Style Guide
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CONTENTS
1. INTRODUCTION 1
Publishing Categories 2
Premium Publishing 2
Basic Publishing Stream 2
Knowledge Publishing Stream 2
2. THE EDITORIAL PROCESS 3
Managing the Editorial Process 4
Text 5
Figures and Other Pictorial Elements 6
Math 7
Tables 7
Editing 8
Text 8
Figures and Other Pictorial Elements 10
Math 10
Tables 10
Proofreading 11
3. PARTS OF THE BOOK 12
4. PERMISSIONS 14
5. PUNCTUATION 16
Ellipses 16
Commas 16
Colons and Semicolons 17
Question Marks 17
Hyphens and Dashes 17
Parentheses and Brackets 17
Slashes 18
Lists 18
6. URLs, DOIs, AND EMAIL ADDRESSES 20
7. WORD TREATMENT 21
Names 21
The World Bank Group 21
Index 173
The World Bank Group Publications Editorial Style Guide is an essential reference
for manuscript editors (substantive and mechanical editors), proofreaders, and
production editors. It is a supplement to other editorial references, in particular,
The Chicago Manual of Style (annual subscription available online), 17th edition,
and Merriam-Webster’s Collegiate Dictionary, 11th edition. It focuses on issues
specific to the World Bank/International Bank for Reconstruction and Development
(IBRD) or for which Chicago provides multiple options.
The professional recommendations made in the guide are designed to meet the
following objectives:
The 2020 edition has new and updated information throughout its pages, and we
encourage readers to review the entire document. The more significant changes
include the following:
PUBLISHING CATEGORIES
The World Bank’s Formal Publishing Program publishes products in the following
categories:
Premium Publishing
2.2 Manuscript editing defined. Manuscript editing occurs after the writing and
developmental editing phases have been completed and the manuscript has
entered production. It consists of a substantive or a mechanical edit, or a
combination of the two. For more information about manuscript editing, refer
to sections 2.30–45 and Chicago 2.48–67, 2.72, and 2.78–89.
Fact-checking is the responsibility of the authors; however, manuscript editors
should query obvious errors (Chicago 2.56).
Manuscript editing includes cleanup of the electronic files before and after
editing and preparation of those files for typesetting or other conversion.
Appendix A.1 of this style guide lists specific editorial tasks for levels A, B,
and C. Appendixes A.2a and A.2b are Sample Style Sheets. Appendixes A.3
and A.4 offer guidance on document formatting and provide additional instruc-
tions for postediting document cleanup. Appendix A.5 is Frequently
Overlooked Style Rules for Editors and Proofreaders. Appendix A.6 is the short
Author’s Checklist for Formal Publishing. Appendix A.7 is the longer guidance
document, with Manuscript Preparation Guidelines for editors preparing the
final files for submission. Appendix A.8 is the Editorial Quality Control
Checklist. Appendix A.9 is the Excel Figure Preparation Guidelines.
2.3 Proofreading defined. Proofreading occurs after the pages have been typeset
or have gone through an electronic conversion process. It typically consists
2.4 The editorial team. The people described in this section are involved in the
manuscript editing and proofreading processes. The processes described apply
to manuscripts submitted for production.
WORLD BANK
Client
May be the author(s), volume editor(s), or a person coordinating the process on
behalf of the author(s) or editor(s); provides the original manuscript, then
reviews and approves the edited manuscript and page proofs; communicates
primarily with the production editor
Production editor
Manages the production process; communicates with the client, editor,
typesetter, and proofreader
Typesetter
Lays out the book and incorporates hardcopy edits to figures and math, as
well as to any tables edited on hard copy; communicates with the produc-
tion editor
Proofreader
Reviews at least first page proofs and frequently second page proofs; may
compile changes from the client and production editor; communicates with the
production editor
2.6 Materials to be provided to the typesetter. The production editor provides the
typesetter with the clean manuscript files and the following:
• Edits of figures, maps, and uneditable tables: These should be typed into
the electronic file as instructions to the typesetter. These edited files may be
sent in advance of the text files.
• Schedule
• Typesetting transmittal form and composition guidelines, including instruc-
tion on the placement of notes and references if different from the default of
chapter placement for these elements
• Template
In a few cases, the production editor may arrange for the manuscript editor to
send the edited files and hard copy directly to the typesetter.
• Proofreading checklist
• Sample publication
• Schedule
• Style sheet
Text
2.8 Transmission of the edited manuscript to the client. The manuscript editor
provides two versions of the edited manuscript to the production editor:
• A redlined PDF in which all changes have been tracked
• A clean Word document in which all edits have been accepted.
2.9 Client review. The client makes tracked changes in the clean Word document, refer-
ring to the PDF as necessary to view the changes made by the manuscript editor.
2.10 Transmission of revisions to the editor. The production editor adds his or her own
changes, if any, to those of the client and sends the tracked Word file to the
manuscript editor, who will edit the changes and prepare the file for typesetting.
2.11 Rounds of review during the editorial phase. Typically, only one round of client
review occurs during the editorial phase. However, some books may require
additional rounds of review. The production editor should provide this informa-
tion to the manuscript editor at the start of the project or as soon as the need for
additional rounds becomes evident.
2.12 Transmission of the edited files to the typesetter. Upon receiving the clean,
edited files from the manuscript editor, the production editor performs a cursory
review and then sends the files to the typesetter.
2.13 Page proof circulation. The typesetter provides page proofs to the production
editor as PDFs. The production editor forwards the page proofs, with any
accompanying hardcopy edits, to the client and proofreader for review.
2.14 Page proof revisions. The client and the proofreader use Adobe Acrobat to make
revisions electronically.
2.15 Compilation of changes. The production editor reviews the client’s and proof-
reader’s changes and compiles a master set of revisions.
2.16 Transmission of changes to the typesetter. The production editor sends the
compiled master set of changes to the typesetter, who incorporates all changes
and provides revised page proofs.
2.17 Rounds of review during the proofreading phase. Typically, two rounds of client
review occur: the first as described in sections 2.13–14, and the second for final
approval before printing (refer to section 2.18). However, some projects may
require more rounds of review.
The proofreader sees one round of page proofs at a minimum and might be
asked to check corrections in the revised page proofs. The production editor will
provide the latest PDFs and the previous proofs.
2.18 Final approval. The production editor provides final or almost final pages to the
client for approval. Once approval has been received and the production editor
has ensured that the typesetter has incorporated all changes, the files are
collected and provided to the print coordinator for conversion.
2.19 Transmission of edits to the typesetter. Upon receiving the edited figures or
other pictorial elements from the manuscript editor, the production editor
2.20 Typesetting. The typesetter creates the figures or other pictorial elements,
concurrently incorporating the editorial changes, and provides them to the
production editor as PDFs. They may be provided either in advance of the text
or as part of the first page proofs, depending on the production editor’s
instructions at the start of the project.
2.21 Review process. The remainder of the process is the same as that for text.
Refer to sections 2.13–18 of this guide. If the figures undergo one round of
review in advance of the text, the revised versions are placed in the first
page proofs.
2.22 Maps. Cartography must clear all maps furnished by the client before publica-
tion. Prior to printing, Cartography should also clear maps it created to ensure
that the typesetter did not inadvertently make any changes if the typesetter
worked in the map files.
Math
2.23 Transmission of edits to the typesetter. Upon receiving the edited math
from the manuscript editor, the production editor makes a scan or PDF.
The production editor then forwards the changes and the original for
reference to the typesetter and keeps a copy for the proofreader. The client
does not review the edits at this stage.
2.24 Typesetting. The typesetter incorporates the editorial changes while creating
the first page proofs, which are provided to the production editor as PDFs.
2.25 Review process. The remainder of the process is the same as that for text. Refer
to sections 2.13–18 of this guide.
Tables
2.26 Word tables edited electronically. If the tables were edited electronically, the
production editor follows the process used for text. Refer to sections 2.8–18 of
this guide.
2.27 Transmission of hardcopy edits to the typesetter. Upon receiving the edited
tables from the manuscript editor, the production editor forwards them to the
typesetter.
2.29 Review process. The remainder of the process is the same as that for text. Refer
to sections 2.13–18 of this guide.
2.30 Materials provided to the manuscript editor. The production editor provides
the manuscript editor with the following:
• Electronic files for the manuscript
• Sample publication upon request
• Editorial checklist
• Schedule
• Style sheet, if one exists.
2.32 Text boxes. Unless otherwise instructed by the production editor, the
manuscript editor should move any Word text box material from the
formatted box and into the main text. The manuscript editor should
add instructions to the typesetter that indicate such text material is a
text box by preceding the material with <<text box>> and following it
with <<end text box>>. The empty formatted Word text box can then
be deleted.
2.33 Graphics files and embedded graphics. Graphics should remain in place in the
Word files for reference. If the production editor needs to have the graphics
set up as separate files for editing independent of the text, he or she
will stipulate this. If the graphics are moved into separate files for copyedit-
ing, the files should be set up by chapter number, for example, “Chapter 1
graphics.”
Text
2.36 Queries. Author queries, in yellow highlight and double brackets, should be
placed within the text itself. The editor should not use the Comments feature in
Word.
Example
Queries for the production editor should be resolved before the edited
manuscript is provided for client review. Only author queries should appear in
the manuscript.
2.37 Provision of files. The manuscript editor sends the edited files to the production
editor either one chapter at a time or all at once when editing is completed,
depending on the production editor’s instructions at the start of the project.
The manuscript editor sends two versions of the edited manuscript to the
production editor:
• A clean Word document in which all changes have been accepted and the
text files have been formatted according to the Microsoft Word Formatting
Instructions (appendix A.3 of this guide).
2.38 Client review. In most cases, one round of client review occurs during the
editorial phase. A few books may need additional review. The production
editor will provide this information at the start of the project or as soon as the
need for additional rounds becomes evident.
2.39 Revisions. The client makes tracked changes electronically in the clean version
of the edited manuscript and responds to queries. The production editor
forwards the client’s changes and comments to the manuscript editor.
2.40 Incorporation of revisions. Upon receiving the client’s revisions from the
production editor, the manuscript editor reviews and incorporates all changes,
prepares the files for typesetting (refer to the Document Cleanup Instructions
for Copyeditors in appendix A.4 of this guide for more information), and
provides the edited files to either the production editor or the typesetter,
depending on the instructions for the project.
The clean files should not contain any tracking. However, any outstanding or
new queries should be moved from the text to Comments so the production
editor and typesetter can see them easily.
2.41 Editing figures. The manuscript editor edits the figures electronically, typing
clear instructions for the typesetter directly below the figure.
2.42 Editing other pictorial elements. Any other pictorial elements, such as maps or
illustrations, should be edited the same way as figures.
Math
2.43 File format. Mathematical equations should be shown in the Word text files of
the manuscript or provided as PDFs in separate files to ensure accuracy as the
files are processed.
Editing math. The editor prints out the math (unless the production editor
provided hard copy), marks any changes on the hard copy, and sends the
edited hard copy to the production editor.
File organization. If the math is provided in a separate Math folder from the
manuscript, include a picture of the math in the manuscript file for reference.
File names. If a file contains multiple equations, include the chapter number or
appendix letter in the file name and label each equation by number within the
document.
Examples
01 Ch_1 Math.docx
02 Ch_2 Math.docx
08 App_A Math.docx
If each file consists of only one equation, identify the equation by number in
the file name and in the document.
Examples
Equation 1_1.xlsx
Equation 1_2.xlsx
Equation 2_1.xlsx
Tables
2.44 Editing Word tables. Tables created in Word or Excel can be edited electroni-
cally in accordance with the process described for text editing (refer to sections
2.34–40).
If electronic editing is not conducive to marking changes related to table
composition, the editor has two options: (a) insert instructions to the typesetter
directly into the Word file under the table, or (b) print out the tables and edit
the hard copy (refer to section 2.45).
2.45 Editing tables in formats other than Word or Excel. If the tables were created in
a program other than Word or Excel, editorial changes should be listed below
the table in the electronic file. This procedure includes tables imported into
Word as “pictures.” Editors should insert queries to authors to provide such
tables in editable format, if possible.
2.46 Materials provided to the proofreader. The production editor provides the
proofreader with a proofreading checklist, the page proofs in the form of
electronic PDFs, a sample publication, a schedule, and the style sheet. If the
proofreading is on a flow basis, the production editor will provide a working
table of contents and a working style sheet. For any reviews after first page
proofs, the proofreader will receive the foul proofs from either the production
editor or the typesetter.
2.47 Proofreading first page proofs. The proofreader performs a complete editorial
proofread in accordance with the proofreading checklist provided by the
production editor, verifies that any hardcopy edits were correctly incorporated
by the typesetter, and gets a sense of whether the entire manuscript seems to
be in place. In most cases, a word-for-word comparison proofread against the
edited manuscript is not necessary.
2.48 Revisions and queries. The preferred method for indicating needed changes
and queries is in Adobe Acrobat. Unless otherwise instructed by the produc-
tion editor, the proofreader should keep queries to a minimum. Changes
that fall within the scope of the proofreading checklist should be made without
querying. Any other changes should not be made unless a potentially embar-
rassing error is discovered.
2.49 Compilation of corrections. For some projects, the proofreader may be asked
to compile corrections. In these cases, the proofreader should mark client
revisions as “AA.”
2.50 Proofreading subsequent page proofs. The proofreader checks the revised
page proofs to ensure that the typesetter incorporated all corrections properly.
The proofreader may also be asked to perform a quality control check, for
which the production editor will provide a list of tasks. Revisions and queries
should be marked as indicated in section 2.48.
2.51 Proofreading the copyright page. The proofreader should not make text
changes on the copyright page unless a clear error is found; a sample page is
provided in appendix B.3 of this guide.
3.1 List of book divisions. World Bank books may contain any or all of the following
elements. The elements should appear in the order and placement indicated
below unless the series template dictates otherwise.
FRONT MATTER
Half-title page (Note that the half-title page does not include any subtitle.) i
Series or cover information, list of prior publications, or blank ii
Title page iii
Copyright page iv
Contents v
Foreword (written by someone other than the author; optional) recto
Preface (written by the author; optional) recto
Acknowledgments (if not part of the preface; optional) recto
About the authors or editors or list of contributors (optional) recto
Introduction, overview, or executive summary (if not part of text) recto
Abbreviations recto or verso
TEXT
First text page (introduction, overview, executive summary,
chapter 1, or part title) 1 (recto)
Subsequent chapters with any respective annexes, notes,
or references recto or verso
BACK MATTER
First appendix recto
Subsequent appendixes recto or verso
Glossary (optional) recto
Bibliography (optional, in addition to references at the end
of each chapter) recto
Illustration credits (if not in captions or elsewhere) recto
Index (optional) recto
3.2 Table of contents. The following order should be applied to the table of
contents unless the series template dictates otherwise: chapter titles; chapter
3.3 Chapter annexes and book appendixes. Appendixes to individual chapters are
called annexes to avoid confusion with appendixes to the book as a whole.
Multiple annexes and appendixes are enumerated with letters rather than
numbers to distinguish them from the chapters. For example, annex 3B is the
second annex in chapter 3; appendix C is the third appendix in the book.
3.4 Notes, reference lists, and bibliographies. Notes and source documentation
(reference lists or bibliographies) typically appear at the end of each chapter.
Notes precede references or bibliographies.
Reference lists differ from notes and bibliographies in that each entry must
correspond to a work cited in the text.
Bibliographies include additional entries that may be of interest to readers but
are not directly cited in the text. A book with references at the end of each
chapter may also have a bibliography as part of its back matter.
4.1 Written permission. Authors are responsible for obtaining written permission
for the following:
4.2 Source documentation. Full citations are required for all sources, regardless of
whether written permission is needed. Sources for figures and tables are
treated the same as sources for text. The information required is as follows:
• For figures that are original and use text and not data—for example,
flowcharts—list “World Bank” as the source.
• For original (author-created) figures and tables using World Bank data,
provide a note specifying the source of the data (for example, “World
Development Indicators Database”); in the absence of this information,
provide a note specifying “World Bank data” as the source. Do not use
“Authors” or “Author’s compilation.” It is acceptable to start the source line
with “An elaboration of …” or “Based on …” or similar language.
• For figures and tables that use non–World Bank data, provide a source
note indicating the source of the data (refer to Chicago 3.77).
• For figures and tables that are copyrighted material used with permission,
use the following source note: “Source: [author-date citation], ©[copyright
owner]. Reproduced with permission from [copyright owner]; further permis-
sion required for reuse.” Alternatively, specific language provided by the
copyright holder may be used. For more information, refer to Chicago 4.92.
• For photographs, list the copyright holder in the source line. The source
line must follow one of two conventions:
• Non–World Bank photographs: © Ami Vitale / Panos Pictures. Used with the
permission of Ami Vitale / Panos Pictures. Further permission required for
reuse.
4.3 Further reference. Refer to Chicago chapter 4 for more complete information
about rights and permissions and to Chicago chapters 14 and 15 for informa-
tion about documentation. Also refer to section 16 of this guide.
ELLIPSES
5.4 Ellipses in quotations. Refer to Chicago 6.15 and 13.50–58. Chicago 13.53
retains the period at the end of a sentence before ellipses indicating the
omission of material.
5.5 Ellipses in elided operations and relations. Refer to Chicago 12.19–20. Ellipsis
dots are vertically centered unless the multiplication dot is present, in which
case they should be on the baseline.
COMMAS
5.6 Series and serial commas. Use a serial comma. Refer to Chicago 6.19–21.
5.9 Dates. The preferred format is month-day-year (for example, December 10,
2019). Refer to Chicago 6.38. See also sections 9.15–18 of this guide.
5.13 Adverbs too and either. In general, the adverbs too and either do not require a
comma; however, when too occurs in the middle of a sentence, a comma may
be added to clarify meaning.
16 World Bank Group Publications Editorial Style Guide | 2020
COLONS AND SEMICOLONS
QUESTION MARKS
5.17 Questions within a sentence. Refer to Chicago 6.69 and 6.125. Chicago adds a
comma after titles that end in question marks (or exclamation points) if the
grammar of the sentence would normally use a comma (Chicago 6.126).
5.20 Compound modifiers. Refer to Chicago 7.81–89, especially the tables on pages
446–57. Also see appendix F of this guide. Spare hyphenation is preferred.
Note that “decision-making” is hyphenated in all cases.
5.21 Items of equal weight. Use a hyphen to link items of equal weight (for example,
mother-daughter dinner). Do not use an en dash.
5.22 Em dash. Refer to Chicago 6.85–90. Sentences should not contain more than
one pair of em dashes, and consecutive sentences containing pairs of dashes
should be avoided if possible. Use the Word character to create em dashes.
5.23 En dash. Refer to Chicago 6.78–84. Use the Word character to create en
dashes. Use hyphens, not en dashes, to link items of equal weight.
5.24 Minus signs. Do not use a hyphen or an en dash. Either use a minus sign
character, which can be found in Symbols or in Character Map on Windows
(look in Programs, Accessories, System Tools), or instruct the typesetter to set
a minus sign (for example, <<minus>>1.25). Refer to Chicago 6.84.
5.29 Parenthetical source citations. Refer to Chicago 15.21 and 15.24. Chicago
15.25 states that the date should immediately follow the author’s name, even
in possessive citations, for example, “as Tufte’s (2011) excellent book….” In the
source line of figures, maps, and tables, parentheses are unnecessary around
the date in an author-date reference.
Examples
SLASHES
5.30 Alternatives. Avoid using a slash to represent “and” or “or.” Instead, use the
word “and” or “or.” For example, use “he or she” rather than “he/she.” Also,
avoid using “and/or” unless rephrasing would make the sentence awkward.
5.31 Years. Use a slash to indicate the last part of one year and the first part of the
next (for example, 2003/04). The total time period indicated should not exceed
one year. A fiscal year is a common example. Refer to Chicago 6.107, and use
“2001/02” rather than “2001/2.”
5.32 Signifying “per.” In text, avoid using a slash to represent “per.” For example,
use “R$500 per month” or “R$500 a month” rather than “R$500/month.” How-
ever, it is acceptable to use a slash in figures and tables to represent “per.”
LISTS
5.33 Run-in lists. Either numerals or letters may be used, but be consistent. Do not
use Roman numerals. Refer to Chicago 6.129.
5.34 Vertical lists. Refer to Chicago 6.130–32. For bulleted lists, see the examples
that follow.
5.35 Use a numbered list only when a sequence is being shown. Start each bulleted
entry with a capital letter.
Examples
Example of a bulleted list with incomplete sentences:
The Community Innovation Survey provides a very rich data set. Examples
of indicators that can be constructed include the share of firms that are
6.2 Line breaks. Refer to Chicago 6.8, 6.77, 7.46, and 14.18. If it is necessary to
break a uniform resource locator (URL) or digital object identifier (DOI) at
the end of a line in a print publication, follow Chicago 14.18.
6.3 Access dates. Some authors will provide the dates of access; most will not.
Accessed dates should be kept when provided but not queried when they are
not provided. The inconsistency is acceptable in this instance. When they are
provided, they should immediately precede the URL or database and be
separated from the surrounding citation by commas (for example, “, accessed
December 1, 2019”). If no date of publication or revision can be determined
from the source, then the access date should be provided; see Chicago 4.12
and 14.13.
6.4 Full address. Always include the protocol (for example, http:// or https://) in
URLs. Refer to Chicago 14.17.
6.5 DOI and URLs in source information. Chicago recommends the addition of a
DOI or URL in the source information of an electronic publication. Refer to
Chicago 14.6.
7.1 Further reference. For additional information, refer to Chicago chapters 7 and 8.
See also appendixes F and G of this guide.
NAMES
The organizations that constitute the World Bank Group are as follows:
International Bank for Reconstruction and Development (IBRD)
International Development Association (IDA)
International Centre for Settlement of Investment Disputes (ICSID)
International Finance Corporation (IFC)
Multilateral Investment Guarantee Agency (MIGA)
Unless the context specifically distinguishes between these entities, use simply
the World Bank.
CCSAs
Climate Change
Fragility, Conflict, and Violence
Gender
Jobs
Public-Private Partnerships (PPPs)
Following first mention, each Global Practice or CCSA may be referred to as the
Group.
7.4 Regions.
7.5 Capitalization of unit names. The terms vice presidency or vice presidential
unit, department, and unit should always be capitalized when they follow the
full name of the unit. When used alone, they should be lowercased.
So that it is not confused with a geographic region, the term Region should
always be capitalized when it refers to an organizational unit within the World
Bank. It is often necessary to query the author to determine whether capitaliza-
tion is needed.
The World Bank’s Europe and Central Asia Region is focusing activities
on a number of global priorities.
The Region has designated a first set of eight countries to be the focus of
an initial set of actions to be taken to meet the MDGs.
The economic downturn in the Middle East and North Africa region
deepened in calendar year 2015. Economic growth for the region fell from
3.2 percent to 3.1 percent.
7.6 Initiatives, loans, programs, projects, and strategies. The names of general
types of initiatives, loans, programs, projects, and strategies should be lower-
cased. The names of specific initiatives, loans, programs, projects, and strate-
gies should be capitalized. Do not use italics or boldface. The terms initiative,
loan, program, project, and strategy should be capitalized when they follow a
title but should be lowercased when used alone.
Examples
The World Bank’s lending program in Afghanistan was revived in fiscal 2015
by the approval of Afghanistan’s Emergency Transport Rehabilitation Project.
The World Bank supports the Education for All Fast-Track Initiative. The
initiative has raised the profile of education, strengthened government
commitment, and focused on outcomes.
Refer to appendix F of this guide. Also refer to the World Bank’s projects
database, http://www.worldbank.org/projects, and the International Monetary
Fund’s (IMF) terminology glossary, http://www.imf.org/external/np/term/eng/.
7.8 Spelling. The names of other organizations should be spelled as each organiza-
tion would spell it.
Example
Example
After a name has been introduced, the abbreviation should be used in subse-
quent instances. If there is no abbreviation, either the English translation or the
foreign-language name may be used, but the choice should be applied
consistently.
7.10 Initiatives, loans, programs, projects, and strategies. Refer to section 7.6 of this
guide.
Personal Names
7.11 Professional titles. Professional titles within the text of the book should be
treated consistently with Chicago 8.19–33. Within the acknowledgments
section, titles may be treated according to either Chicago 8.19 or 8.20,
depending on the client’s preference.
Place Names
7.12 Regional names. Be careful not to confuse geographic regions with the World
Bank’s regional vice presidential units listed in section 7.4. Often the geo-
graphic region being discussed has the same name as a World Bank vice
presidential unit, but not always.
Any defined subset of countries (for example, Southeast Asia, Central Europe,
North Africa) should be capitalized. Terms that indicate a general, undefined
location should be lowercased.
The economies of Eastern Europe and Central Asia turned in solid growth
performances during 2015.
7.13 Country and economy names. Country and economy names must be
consistent with the list of country and economy names provided by the World
Bank’s Corporate Secretariat. Refer to appendix C of this guide for a complete
list. Consult the production editor if a name does not appear on the list. In lists
of countries and economies (vertical or horizontal), list the names in
alphabetical order unless a specific order is warranted by the context.
When the shortening of a name is allowed, the full name should be used on
first mention either in the book or in each chapter, depending on the produc-
tion editor’s instructions. The shortened version may be used thereafter. The
abbreviation Rep. should be used only in tables and figures, never in text.
Brand Names
7.15 Brand names and trademarks. Refer to Chicago 8.153–54. Trademark symbols
should be omitted from running text.
Titles of Works
7.18 Subtitles. In running text or in a bibliography, a colon separates the title from
the subtitle. The subtitle receives the same treatment as the title; that is, if the
title is italicized, then the subtitle is also italicized. Refer to Chicago 8.164.
If there are two subtitles, a semicolon separates the first subtitle from the
second subtitle. Refer to Chicago 14.90.
7.22 Periodicals. In the text, “the” is lowercased and set in roman type even if it is
part of the official title. Refer to Chicago 8.170.
For US and Canadian newspaper titles, a city name may be added and
italicized along with the official title, with the state or province provided in
parentheses if needed. A city name is not added for well-known national
newspapers. Refer to Chicago 14.193; see Chicago 14.193–194 for treatment
of names outside of the United States and Canada.
7.26 Databases. Database titles use headline-style capitalization and are set in
roman type without quotation marks. Refer to Chicago 14.257.
7.27 Websites, web pages, and blogs. Titles of websites use headline-style capital-
ization and are set in roman type without quotation marks. Titles of web pages
within a site use headline-style capitalization, are set in roman type, and are
enclosed in quotation marks. See Chicago 8.191 and 14.205–207.
Blogs are treated like journals: their titles are italicized, and blog entries, like
journal articles, are enclosed in quotation marks. Refer to Chicago 8.192,
14.205–206, and 14.208.
FOREIGN-LANGUAGE PUBLICATIONS
7.29 Punctuation. A period or semicolon between title and subtitle may be changed
to a colon, and guillemets may be changed to quotation marks. No other punc-
tuation changes should be made. Refer to Chicago 11.7.
7.30 Italic versus roman type. Titles that use the Latin alphabet (including transliter-
ated titles) are set in italic or roman type in accordance with the principles for
English-language publications. Refer to Chicago 11.8.
TERMS
7.33 World Bank terms. Refer to appendix F of this guide. Note that the World Bank
allows the term “developing countries” but prefers the more precise terms that
are based on the following income classifications: “low-income country (LIC),”
“lower-middle-income country (LMIC),” “upper-middle-income country
(UMIC),” and “high-income country (HIC).” The World Bank updates the list of
countries and economies in each of these categories annually on July 1. For the
2020 fiscal year, low-income economies are defined as those with a GNI per
capita, calculated using the World Bank Atlas method, of $1,025 or less in
2018; lower-middle-income economies are those with a GNI per capita
7.35 URLs and DOIs. The protocol (for example, http, https, or ftp) should
be included at the start of a URL, followed by a colon and double slash.
The lowercase letters doi, followed by a colon, precede a DOI. Refer to
Chicago 14.6–8 and section 6.5 of this guide for more information.
7.38 Terms in foreign languages. Refer to Chicago 7.53 and 11.3–6. For more
details, see Chicago chapter 11 generally.
WORD DIVISION
7.41 Primary reference. The primary reference for word division is Merriam-Webster’s
Collegiate Dictionary, 11th edition.
7.46 URLs and email addresses. Refer to Chicago 7.46 and 14.12–18 for revised
rules for line breaks. See also Chicago 6.8 and 6.77.
8.1 Further reference. For additional information, refer to Chicago chapter 10,
especially 10.2. For abbreviations that commonly appear in World Bank
publications, see appendix E of this guide.
8.2 When to use abbreviations. Spell out all abbreviations at the first occurrence in
each chapter, followed by the abbreviation in parentheses. In instances in which
the abbreviation has become so widely known and used that the full term has
essentially ceased to be used, the abbreviation does not need to be written
out. Indicate such abbreviations on the style sheet for the project. For the
reader’s sake, eliminate clusters of abbreviations and do not use abbreviations
unnecessarily. In boxes, spell out all abbreviations at the first occurrence, even
if previously abbreviated in the chapter text.
8.3 World Bank regional vice presidencies. The abbreviations listed below fre-
quently appear in World Bank manuscripts. To the extent possible, avoid using
these abbreviations.
8.5 Country and economy names. Refer to appendix C of this guide. For the
United States and the United Kingdom, the abbreviations “US” and “UK” are
permissible when used as nouns or adjectives in running text. When used as
nouns, “United Kingdom” and “United States” are preferred, but the abbrevia-
tions are permitted. The names should be written out in tables and figures
unless space is a problem.
8.7 “The” preceding an abbreviation. Acronyms (which are read as words) usually
are not preceded by the; initialisms, which are not pronounced as words,
generally are preceded by the. Refer to Chicago 10.9.
8.8 Capitals versus lowercase. Refer to Chicago 10.6 and 10.26. Chicago prefers
the use of capitals in abbreviations, including acronyms (for example, DANIDA,
not Danida).
8.9 The following types of entities should be treated consistently: EU-10 and G-20,
not EU10, EU 10, G 20, or G20.
8.11 Titles in figures and tables. Refer to sections 13.5 and 14.6.
• Double-digit whole numbers (10 and above), both cardinals and ordinals;
refer to Chicago 9.3
• Numbers that are part of a larger number (in the millions or more; for
example, 4 million)
• During the editing process, query for consistency if an author uses different
numerical terms in the same sentence, for example, “8 percent and
one-fourth”; also, use, for example, “one-fourth” or “one-quarter” rather
than “a fourth” or “a quarter”
• Ratios (for example, a male-female ratio of 6 to 10); also see section 9.11 of
this guide
• Decades (for example, the 1990s); the year alone (for example, 2013); and
the day of the month (for example, May 5, 2015); refer to Chicago 9.29,
9.31, 9.33, and 9.35; also see sections 9.15–18 of this guide
• Parts of a book (for example, chapter 3); refer to Chicago 9.26; see Chicago
9.27–28 for periodicals and legal instruments
9.4 Commas. Use commas in numbers greater than 999 (for example, “1,525”).
Refer to Chicago 9.54.
9.6 Abbreviating inclusive numbers. Refer to Chicago 9.61 and 9.63. For years,
however, see sections 9.15–18 of this guide.
PHYSICAL QUANTITIES
9.7 Abbreviations. Abbreviate units (for example, “km” for kilometers) in tables and
figures. Write them out in running text unless their frequency creates awkward-
ness, in which case use abbreviations.
9.9 Percentages. Write out percent in running text. The symbol may be used in
figures and tables (refer to sections 13 and 14 of this guide for more informa-
tion about figures and tables, respectively). Note that percent and percentage
are not interchangeable. Refer to appendix F of this guide.
9.10 Decimal fractions. Numbers that are to be compared should have the same
number of decimal places. If they do not, query the author. Numbers less than
one should be preceded by a zero (for example, 0.25) unless they are probabili-
ties or correlation coefficients. Refer to Chicago 9.19.
9.11 Ratios. Make sure the verbal and numerical expressions of a ratio are parallel
in construction (for example, a teacher-student ratio of 1 to 30, not a teacher-
student ratio of 30 to 1).
MONEY
9.12 Billions. The British billion is different from the American billion. Unless the
manuscript uses only US dollars, insert a note at the first mention (a billion is
1,000 million) and query the author to verify that this is what is meant. Refer to
Chicago 5.250 (under billion; trillion on page 315) and 9.8.
9.13 US dollars and currency symbols. If the manuscript mostly uses US dollars,
insert the following note at the foot of the list of abbreviations (or wherever the
production editor specifies): All dollar amounts are US dollars unless otherwise
indicated. In figures and tables, use a comma to separate the unit from the
currency, for example, “US$, millions” or “US$, billions.”
Examples
Afghani Af 0.01
Swiss franc Sw F 4,000
Indian rupee Rs 10 billion
When currency symbols are used, no space is used between the symbol and
the amount.
Examples
When the currency unit is used alone, it should be written out in full and
preceded by the country name. The country name need not be repeated after
the first instance if it is clear from the context (for example, in a book dealing
with only one country).
Examples
Bangladesh taka
Costa Rican colones
DATES
9.16 Specific decades. Use four-digit years (for example, the 1990s rather than
the nineties or the ’90s).
9.17 Ranges of years. Use an en dash and two digits for the second year in a range
of years. Refer to Chicago 9.64. Inclusive numbers are abbreviated according
Examples
1998–99
1995–2005
2001–03
2008–12
2014–16
9.18 Fiscal years. Use a slash to indicate the last part of one year and the first part
of the next (for example, 2009/10, 2012/13). The total time frame must not
exceed 12 months.
In text, use fiscal (for example, fiscal 2010). In tables and figures, FY can
be used (for example, FY2015 or FY15), but choose a consistent style.
9.19 Centuries. Spell out and lowercase specific centuries, for example, the “eighth
century” or the “twenty-first century.” See Chicago 7.89, 3.
9.20 Ages
Use hyphens in both the noun and adjective terms of age designations
(Chicago 7.89).
Examples
a three-year-old child
Examples
10.1 Credit and permissions. Refer to Chicago chapter 4 and 13.3 and section 4 of
this guide.
TREATMENT
10.5 Initial capital or lowercase letter. It is permissible to change the initial letter to
capital or lowercase. Refer to Chicago 13.7 and 13.19–20.
10.6 Paragraphing. Set the opening line of a block quotation flush left. Indent the
first line of subsequent paragraphs in the quotation. Refer to Chicago
13.22–24.
PUNCTUATION
10.8 Quotation marks. Refer to Chicago 13.30–38. Double quotation marks are
used first, then single. Refer also to Chicago 6.11.
10.9 Punctuation with quotation marks. Refer to Chicago 6.9 and 6.10.
11.1 Heading levels. Preferably, no more than four heading levels should be used,
including chapter titles. The manuscript editor should code the heading levels
using the Microsoft Word Formatting Instructions in appendix A.3 in this
guide or, at the discretion of the production editor, may insert bold and angle
brackets. For example, insert <<A>> next to an A-level heading.
11.4 Content. Headings should be brief and parallel in structure and tone. Repeti-
tion of words and phrases should be avoided. For example, in a book titled
Health Care in India, the chapter title “History of Health Care in India”
followed by the headings “The Indian Health Care System” and “Develop-
ment of the Health Care System” might not be preferable.
11.6 Format. Headline-style capitalization is usually, but not always, used. The series
template can be used or, for a standalone product, the production editor’s
instructions. Chicago 8.159 provides guidance on headline-style capitalization.
For hyphenated terms, follow Chicago 8.161. Note that Chicago capitalizes
both elements for hyphenated spelled-out numbers in titles, for example,
Twenty-First.
12.1 Text references. All text boxes should be referenced individually by number
within the text.
12.2 Length. Text boxes should be no more than 700 words in length.
The manuscript editor should assess the likelihood of a text box running
too long. When it appears that a text box will be too long, the manuscript
editor should insert an author query requesting that the text be shortened.
12.3 Numbering. Boxes are numbered separately from figures and tables. Double
numeration is typically used, for example, box 1.1. The following are special
treatments:
• Annex boxes: Boxes in a chapter annex have the annex letter inserted after
the chapter number (for example, box 3A.1 is the first box in the first annex
to chapter 3).
12.4 Titles. Titles should be descriptive, should be parallel in structure, and should
use headline-style capitalization, unless the series template specifies otherwise.
Refer to Chicago 8.159–161 for information about headline-style capitalization.
12.5 Graphics. Every figure, map, or table within a box should have a number and
a text title. In a text box, number any figures and tables according to the
following example: Figure B2.1.1, in which “B” indicates that the figure is in a
box, “2.1” identifies the box number (it is the first box in chapter 2), and “.1”
indicates that this figure is the first in box 2.1.
If a figure in a box comprises multiple panels, and these panels are referenced
in the text, they should be referred to as “panel a,” “panel b,” and so forth.
Each panel within the figure should be given a subtitle that includes a letter
(for example, “a,” “b”), followed by a descriptive heading.
12.6 Notes. Notes within text boxes must be completely self-contained to avoid
confusion with notes in the text. Superscript lowercase letters, not numbers, are
used within the text of the box. The notes section should be placed at the end
of the box and should use full-size lowercase letters, not superscript, followed
by a period.
12.8 Placement. Boxes requiring two pages are preferably set on facing pages
(a verso-recto spread). The placement of figures and tables takes priority over
that of boxes.
13.1 Further reference. For additional information, refer to Chicago chapter 3. Also,
see the figure editing checklist provided in section 13.27 and the edited
samples provided in section 13.28 of this guide.
13.2 Text references. All figures and maps should be referenced individually within
the text. Either of the following forms is acceptable:
13.3 Numbering. Every figure and map should have a number. Figures are num-
bered separately from boxes and tables unless they appear within a box.
Double numeration is typically used (for example, figure 1.1), and the number
is placed above the figure in all cases. The following are special treatments:
• Box figures: Assign a number and title to every figure within a box. In the
text box, number any figures according to the following example for the
first figure in box 2.1: Figure B2.1.1.
• Annex figures: Figures in a chapter annex have the annex letter inserted
after the chapter number (for example, figure 3A.1 is the first figure in the
first annex to chapter 3).
• Appendix figures: Figures in an appendix use the appendix letter in place
of the chapter number (for example, figure B.3 is the third figure in
appendix B).
13.4 Placement and format. Every figure should have a title. Figures may be viewed
electronically apart from their respective chapters and should be electronically
searchable. The title should appear in both the Word file of the manuscript
and any corresponding data file, such as Excel or Stata.
Figure titles are placed above the figure, following the figure number. They
should use headline-style capitalization (refer to Chicago 8.159–161) unless
the series template specifies otherwise.
Geographic areas and dates, if relevant, should be placed at the end of the
title. Use judgment in determining whether this information is needed. For
example, the country name likely is not needed in a book that focuses entirely
on one country.
Abbreviations within the title are acceptable, but avoid using the World Bank’s
regional abbreviations (AFR or SSA, EAP, ECA, LAC, MNA or MENA, and SAR).
13.6 Subparts. When a figure contains multiple charts, each chart should have a
subpart title and corresponding letter, for example, “a. Infant mortality rates,
2015.” In the text, these charts are referred to as panels: “see figure 3.4, panel
a,” or “panel b of figure 2.3.”
UNIT INDICATORS
13.7 Title each axis and provide unit indicators in the axis title; see 13.12–14 for
specific instructions. For a figure that does not use axes, such as a pie chart,
provide a unit indicator for the figure as a whole.
13.8 Placement and format of the unit indicator for a figure without axes. The unit
indicator is placed below the title but above the figure. It is typically set flush
left, in italics, and lowercased, but editors should defer to the series template.
13.9 Content. Abbreviations and symbols may be used, but avoid a single symbol
standing alone (for example, %). Nonstandard and previously defined abbrevia-
tions and symbols should be defined in a general note in each figure. Standard
abbreviations and symbols do not need to be defined. The word in should not
be used (for example, R$, millions, not in R$ millions).
COMPOSITION
13.11 Axes. Use a single-digit zero at the intersection of the x axes and y axes (that
is, 0, not 0.00). To the extent possible, the axes should be at full scale to show
data accurately. Unneeded zeroes should be deleted (for example, 3.0, 3.5,
4.0 rather than 3.00, 3.50, 4.00).
13.13 Axis titles. All axes must have titles with unit indicators. The titles should use
sentence-style capitalization.
13.14 Position of axis titles. Y-axis titles are positioned parallel to the axis and are
centered along its length. X-axis titles are centered below the axis, except
when placed per section 13.12.
13.15 X-axis labels. X-axis labels may be positioned either horizontally or, when
space is tight, on a slant. They should not be perpendicular to the x-axis.
13.16 Gridlines and frames. All gridlines, other than the axes, should be removed
from the figure. It may be appropriate to leave a rule at 0 for clarity (when the
figure includes negative data points). Figures should not be framed by a box
unless frames are specified by the series template.
13.17 Data lines. Typically, data points should be removed from lines in a line graph.
Color or line patterns should be used to differentiate the data lines from each
other.
13.18 Keys/legends and line labels. The text in keys/legends and line labels should
follow sentence-style capitalization. Abbreviations and symbols may be used
in keys/legends and line labels, but avoid a single symbol standing alone (for
example, %). Define nonstandard and previously defined abbreviations and
symbols in a note. Standard abbreviations and symbols do not need to be
defined.
13.19 Country and economy names and codes. Country and economy names in
figures should follow the World Bank listing provided in appendix C of this
guide. If country and economy codes are used within the figure to identify
data points, it is not necessary to provide a key or to refer readers to an online
listing. Country and economy codes are listed in appendix I of this guide.
13.20 Notes. Superscript letters should be used for notes within the figure.
SOURCES
13.21 Sources for figures are treated the same as sources for text. Content, including
data that are not original, needs a source citation.
Examples
If figures are original and use text and not data, list “World Bank” as the
source. “Original calculations for this publication” and “Original figure
for this publication” are acceptable alternatives.
If figures use World Bank data, then cite the data source as specifically
as possible, for example, “World Development Indicators Database.” In
the absence of this information, provide a note specifying “World Bank
data” as the source. It is acceptable to start the source line with “An
elaboration of …” or “based on …” or similar language such as “Original
calculations based on...” or “Original figure based on...”.
If figures use non-Bank data owned by a third party, then use a standard
source line.
If figures are (a) owned by a third party (not the World Bank) and
(b) require permission for use, then use the following line: “Source:
[author-date citation], ©[copyright owner]. Reproduced with permission
from [copyright owner]; further permission required for reuse.”
NOTES
13.22 General note. The word Note—always singular, in italics, with an initial cap,
and followed by a colon—precedes the general note. Nonstandard abbrevia-
tions and symbols should be defined in the general note. If the figure uses
country codes, it is not necessary to provide a key or to refer readers to an
online listing.
13.23 Order. Follow the order for notes specified in Chicago 3.76.
Example
MAPS
13.25 Map numbering. Maps should be referenced individually in the text and titled
as “maps” rather than “figures.” Maps should be numbered separately from
figures, using the same two-digit numbering convention as for figures and
tables. Every map should have a source line and a corresponding text callout.
Written permission from the originator is needed for maps taken from copy-
righted sources.
Examples
Map 1_1.eps
Map 1_2.eps
Map 2_1.eps
Map 2_2.eps
Map A_1.eps
No maps should show the country of India, other than as part of the region or
world. Individual province maps are acceptable; however, the provinces of
Jammu Kashmir, Azad Jammu Kashmir, and Arunachal Pradesh should not be
depicted. The three provinces also should not appear in tables, figures, or
text. Appendix H of this guide provides guidance on the proper treatment of
countries, territories, and special cases.
PHOTOGRAPHS
Photographs must list the copyright holder in the source line. The source line
must follow one of two conventions:
• Non–World Bank photographs: © Ami Vitale / Panos Pictures. Used with the
permission of Ami Vitale / Panos Pictures. Further permission required for
reuse.
13.27 Checklist for editing figures. To ensure figures are consistent with World Bank
style, refer to the following checklist.
___ Agreement with text: Have you confirmed that the data in the text and in
figures, maps, and tables agree?
___ Units: Have you spelled out the units for both x and y axes?
___ Country and economy names: Have you listed the country and economy
names according to the World Bank Group Publications Editorial Style
Guide, appendix C?
___ Legends: Have you provided a legend or interior labels, if needed (and
used consistent treatment throughout)?
___ Punctuation: Have you used commas in four-digit numbers (for example,
“3,280”)?
___ Symbols:
a. Have you instructed the typesetter to use the negative sign rather than
a hyphen to precede a negative number?
b. Have you used or instructed the typesetter to use en-dashes for
inclusive numbers and dates, for example, “2011–13”?
___ Decimals: If there are decimals with two digits on an axis, have you
checked that the whole numbers have a zero? For example, “0.3, 0.35,
0.4, 0.45” should be changed to “0.30, 0.35, 0.40, 0.45.”
___ Subparts: Have you added “a., b.,” and text subheadings for subparts of
figures?
___ Notes: Have you used letters for specific notes, which should be set
separate from the general note?
<TS: y-axis title (left) = Employees (millions); y-axis title (right) = Share of all jobs
(%). Add a y axis with ticks. Legends = Employees, core public sector; Core public
sector jobs per total jobs (right scale). For axis labels: on left, add “.0” to 0, 1, 2, 3;
on right, remove % signs. Stet numbers on orange line, but add data points.>
Sources: Iraq Ministry of Finance data; World Development Indicators data, quoted in
World Bank 2017b.
<TS: add “US$” before all numbers and “millions” after all numbers (except for
3,000, 5,000, and 33,000, which should change to 3, 5, and 33 billion, respectively).
Spell IMF = International Monetary Fund; UK = United Kingdom; EU/EC =
European Union/European Commission; US = United States. >
<Note to editors: A second option for the treatment of abbreviations in figures is to leave
them in place in the figures and spell them out in a Note under the Source line. For
example:
Note: EU/EC = European Union/European Commission; IMF = International Monetary
Fund; UK = United Kingdom; US = United States.>
Figure 3.3 Electricity Supply from the National Grid in Iraq, 2007 and 2011–12
Sources: CSO, KRSO, and United Nations 2011; CSO, KRSO, and World Bank 2007, 2011.
<TS: Remove grid lines and add a y axis with ticks. The y-axis title = Hours per day.
Instead of oval, add a background (color 11) behind the first 3 sets of bars. Add
color 11 to the legend and label it Kurdistan region.>
1980 2001
<fig note> Note: Firm revenue in decile and tax incentives, 2013–16. CGAR = compound
<TS: Turn y-axis labels right reading, and add a zero before the decimal point. Both
axis titles should be set in sentence-style capitalization. Replace x-axis labels with 1 –
10 (1 on left, 10 on right). Remove box around graph. The line at zero should be
50% black dashed.>
Sources: The globally consistent calculation of the urban population share is based on
application of the Uchida and Nelson (2010) agglomeration index to Landscan-2012
gridded population data. GDP per capita is from World Bank, World Development
Indicators.
<TS: Move the equation to the upper left quadrant of the graph so that it doesn't
interfere with the graph or axis. The "y", "x", and "R" of the equation should be
italic. In the y-axis title, “constant” should be lowercase. Set the dotted line as the
trend line (change it to solid); the lines on either side of it should be a different
color.>
Figure 2.35 Urban households are less deprived than rural households on a wide range of health and
education outcomes, 2016
Share of households without access (%)
Source: Adapted from Lain (2018), using data from Indonesia’s National Socio-Economic Survey
(SUSENAS).
<TS: Make the web 50% black solid lines. Change “Non-metro” to “Nonmetro.”
Change the final 2 legend entries from solid lines to dashed lines. Delete parentheses
around 2018.>
Figure 6.14 Higher resources do not differentially increase market access, 1997–
2014
Sources: Calculations based on data from BPS and Indonesia’s National Socio-Economic
Survey (SUSENAS).
Note: The bars indicate, for each year, the differential evolution of the point variables of
interest between treated (low-population, high-resource) districts, and nontreated (high-
population, low-resource) districts. The blue dots are the point estimates, with a positive
value denoting that treated districts’ position improved in relative terms, and the blue line
shows the 95 percent confidence interval. FP = favored provinces; HRD = high-resource
districts; HRD-PP = high-resource districts in favored provinces; HRD-RP = high-
resource districts in unfavored provinces; LRD-RP = low-resource districts in favored
provinces.
<TS: Remove grid lines; add a y axis with tick marks, and add ticks to the x axis.
Make the round dots and the horizontal bars at the ends of each vertical line blue;
and the vertical line make black. Make the line at zero black dashed.>
14.1 Further reference. For additional information, refer to the formal publishing
program’s composition guidelines. Also refer to Chicago chapter 3.
14.2 Text references. Each table should be discussed, by number, in the text. Tables
not directly pertinent to the text but of interest to readers should be placed in
an annex to the chapter or an appendix to the book.
14.3 Numbering. Every table should have a number. Tables are numbered sepa-
rately from boxes and figures unless they appear within a box (refer to section
12.5 of this guide). Double numeration is typically used (for example, table
3.1), and the number is placed above the table.
• Box tables: Every table within a box needs a number and title. In the text
box, any tables are numbered according to the following example for the
first table in box 2.1: Table B2.1.1.
• Annex tables: Tables in a chapter annex have the annex letter inserted after
the chapter number (for example, table 3A.1 is the first figure in the first
annex to chapter 3).
14.4 Long tables. For vertical tables that are too long to fit on one page, the
typesetter will set “continued”—in italics and preceded by the table number—
at the top of each page after the first (for example, “Table 14.5 continued”).
Column heads are repeated on all pages.
For broadside tables, “continued” is set on all pages, and column heads are
repeated on all pages. A drop folio is used. Editors should query authors with
options to see if they wish to avoid long or broadside tables.
14.5 Placement and format. Table titles are placed above the table, following the
table number. They should use headline-style capitalization (refer to Chicago
8.159–161) unless the series template specifies otherwise.
Geographic areas and dates, if relevant, should be placed at the end of the
title. Use judgment in determining whether such information is needed. For
example, the country name likely is not needed in a book that focuses entirely
on one country.
Abbreviations within the title should be avoided but are acceptable in most
cases. The preference is to avoid using the World Bank’s regional abbrevia-
tions: AFR or SSA, EAP, ECA, LAC, MNA or MENA, and SAR.
UNIT INDICATORS
14.7 Placement and format. When a single unit indicator applies to the entire table,
it is placed below the title but above the table. It is typically set flush left, in
italics, and lowercased (unless it is a phrase, in which case sentence-style
capitalization should be applied), but defer to the series template. When more
than one unit indicator is used within a table, the unit indicators follow the
appropriate column heads or stub entries.
14.8 Content. Abbreviations and symbols may be used in the unit indicator, but
avoid a single symbol standing alone (for example, %) when the unit indicator
is placed below the title. Define nonstandard and previously defined abbrevia-
tions and symbols in a note. Standard abbreviations and symbols do not need
to be defined. The word in should not be used (for example, R$, millions, not
in R$ millions).
COLUMN HEADS
14.10 Alignment. Column heads that run more than one line should align on the last
line of the heads.
14.11 Unit indicators. When unit indicators are given for individual columns, they are
lowercased and placed in parentheses following the column heads. Abbrevia-
tions and symbols may be used. Nonstandard and previously defined abbrevi-
ations and symbols should be defined at the end of a note. Standard
abbreviations and symbols do not need to be defined.
STUB ENTRIES
14.15 Unit indicators. When unit indicators are given for individual rows, they are
lowercased and placed in parentheses following the stub entry.
14.16 Content. Stub entries should not end with colons or prepositions.
14.17 Main entries and subentries. When no main entries are accompanied by data,
all main entries are set in italic, flush left, and are followed by subentries in
roman, flush left, unless the series template instructs otherwise. If any main
entry is accompanied by data, all main entries are set in roman, flush left, and
are followed by subentries set in roman and indented one em.
TABLE BODY
14.18 Blank cells. Aside from tables of regressions, no blank cells should appear in
the table. Instead, use the symbols listed below. These symbols (other than 0)
should be defined in a general note. Insert queries to authors if blank cells are
present.
Not available —
Not applicable n.a.
Negligible ..
Zero 0
14.20 Notes. Superscript letters should be used for notes in the table body.
SOURCES
14.21 Sources. Use author-date style to refer readers to the source of a publication.
The source information is preceded by the word Source or Sources, in italics,
with an initial cap, and followed by a colon. Source information should
include the author’s last name and the year of publication, with the complete
bibliographic information provided in the chapter reference list. Parentheses
are not used around the dates in source lines.
The World Bank Legal Department has directed that a source line of “Authors”
should not be used because it can create confusion over copyright ownership.
In some cases, chapter authors may feel strongly that their contribution is not
adequately acknowledged if individual authorship is not included in the source
line; in that event, make sure to include alternatives with the word “original”
as noted in the examples that follow.
Examples
If tables are original and use text and not data, then list “World Bank” as
the source. “Original calculations for this publication” and “Original table
for this publication” are acceptable alternatives.
If tables use World Bank data, then cite the data source as specifically as
possible, for example, “World Development Indicators Database.” In the
absence of this information, provide a note specifying “World Bank data”
as the source. It is acceptable to start the source line with “An elaboration
of …” or “based on …” or similar language such as “Original calculations
based on...” or “Original figure based on...”.
If tables are (a) owned by a third party (not the World Bank) and
(b) require permission for use, then use the following line: “Source: [author-
date citation], ©[copyright owner]. Reproduced with permission from
[copyright owner]; further permission required for reuse.”
NOTES
14.23 General note. The word Note—always singular, in italics, with an initial cap,
and followed by a colon—precedes the general note.
14.24 Specific notes. Specific notes are preceded by full-size lowercase letters, they
are not raised or superscript, and they are followed by a period. Note refer-
ence letters in the table body are superscript.
15.1 Further reference. For additional information, refer to Chicago chapter 12.
15.3 Signs and symbols. Refer to Chicago 12.9–17 and table 12.1.
15.12 Definitions, theorems, and other formal statements. Refer to Chicago 12.56.
DISPLAYED EQUATIONS
PUNCTUATION
15.21 Ellipses. Refer to Chicago 12.19–20. Ellipsis dots should be vertically centered
unless the multiplication dot is present, in which case they should be on the
baseline.
15.22 Minus signs. Do not use a hyphen or an en dash. Either use a minus sign
character, which can be found in Symbols or Character Map in Windows
(look in Programs, Accessories, System Tools), or instruct the typesetter to
set a minus sign. Refer to Chicago 6.84.
15.23 Multiplication cross. Refer to Chicago 12.15 and 12.20. An x should not be
used to represent a multiplication symbol. Editors should insert instructions to
the typesetter to set the mathematical symbol.
EDITING MATHEMATICS
15.24 Editors should ensure consistency between the way variables appear in the
text and the way they appear in displayed equations. For example, if a variable
is lowercased and italicized in the text, then it should be similarly styled in any
corresponding equation.
15.25 Italic characters. If the editing is done on hard copy, the manuscript editor
should clearly identify all italic characters. Refer to Chicago 12.63 and 12.65.
15.26 Ambiguous characters. If the editing is done on hard copy, the manuscript
editor should clearly identify any ambiguous characters. Refer to Chicago
12.64 and table 12.4.
16.1 Further reference. Please be familiar with Chicago chapters 14 and 15.
16.2 Author-date style. The author-date style is preferred. The use of notes is also
acceptable, but refer to sections 16.3 and 16.5 in this guide. The manuscript
editor should confer with the production editor before proceeding with notes.
When more than one source is cited in the text, editors should ensure the
sources are listed in alphabetical order. However, proofreaders should not
reorder sources at the page proof stage.
Example:
For works by more than three authors, only the name of the first author is used,
followed by and others or et al. The choice should be applied consistently.
Follow the client’s preference if it is apparent. All of the author names are
included in the reference list.
When a specific page number or page numbers are needed in the text, the
page number follows the date, separated by a comma. The correct form is,
therefore, “(Johnson 2017, 12).”
Trumbull and Wall (2018) estimate that ODA allocations are responsive to
the needs of recipient countries.
16.3 Notes. If notes are used, they should be placed as endnotes at the end of
each chapter, preceding the references.
16.4 Reference lists. Reference lists appear at the end of each chapter, following the
endnotes. In very limited cases, the production editor will decide if they may
go at the end of the book.
Content
16.6 Minimum information needed. Complete source information is highly desir-
able, and the author should be queried for any missing pieces. However, if the
• Journals: author’s last name, date, article title, journal title, volume number
or year
16.7 Author names. Preferably the full name should be used. However, it is also
acceptable for initials to be used with the last name. Mixing of full names and
initials should be avoided but is permitted.
Examples
Spell out the author’s name in every reference entry; do not use three-em
dashes for subsequent references by the same author. (Three-em dashes do not
work in computerized sorts and can hide entries from bibliographic databases.)
16.8 Multiple authors. Refer to Chicago 15.9. For the arrangement of entries, refer
to Chicago 15.16 and 15.18.
16.10 Copublications. A few options exist for copublications. Refer to section 16.23
in this guide as well as Chicago 14.140. Whichever option is chosen, it should
be followed consistently.
16.11 Informal publications. The terms processed or mimeo are no longer used with
informal publications. Instead, the type of publication should be specified, and
any available information should be provided. The titles should be in quota-
tion marks. Refer to Chicago 14.215–220.
16.12 Legal and public documents. Follow Chicago 14.269–305 and 15.58–59.
Chicago has adopted The Bluebook: A Uniform System of Citation, with the
ALWD Citation Manual: A Professional System of Citation as an alternative.
16.13 Social media, email, and other personal communications. Refer to Chicago
14.209–214 and 15.52–53.
Examples
BOOKS
Option 1
Stiglitz, Joseph, and Shahid Yusuf, eds. 2012. Rethinking the East Asian
Miracle. Washington, DC: World Bank.
Option 2
Stiglitz, Joseph, and Shahid Yusuf, eds. 2012. Rethinking the East Asian
Miracle. New York: Oxford University Press.
Option 3
Stiglitz, Joseph, and Shahid Yusuf, eds. 2012. Rethinking the East Asian
Miracle. Washington, DC: World Bank; New York: Oxford University
Press.
16.24 Languages other than English. (Titles normally use sentence-style capitaliza-
tion; see section 7.28 of this guide.)
Boeri, Tito. 2012. Uno stato asociale: Perché è fallito il welfare in Italia. Bari,
Italy: Laterza.
JOURNAL ARTICLES
(Enclose article titles in quotation marks, and use headline-style capitalization.)
PUBLIC DOCUMENTS
16.33 Report.
Uganda, Ministry of Health. 2012. Exploring the Potential for Community
Health Insurance and Prepayment Schemes: Towards the Development
of Alternative Health Financing Options in Uganda, by John Arube-
Wani. Consultant report, Kampala.
ELECTRONIC PUBLICATIONS
Chicago offers guidance with respect to many types of issues related to electronic
publications. For information about general considerations such as electronic
resource identifiers, URLs, DOIs, authority and permanence, and source citation
software, refer to Chicago 14.6–18.
Example: As a note
16.40 Databases.
Examples: As a note
Data in this section are from the Projects Database of the Uttar Pradesh
State Roads Project, World Bank, Washington, DC (accessed January
14, 2018), http://worldbank.org/projects.
Economy data for Algeria are from Doing Business Indicators (database),
World Bank, Washington, DC (accessed March 2, 2015), http://www
.doingbusiness.org.
Websites are best placed in a note rather than in the reference list because
their usefulness in terms of finding the source material is often limited and
because undated material is problematic to the author-date citation system.
Refer to Chicago 14.205–207. Include the protocol (for example, http://) in
the Web address. If possible, URLs should not be presented alone but should
include text explaining their content.
Examples: As a note
REFERENCE LISTS
17.1 Further reference. For additional information, refer to the formal publishing
program’s General Composition and Page Makeup Guidelines document,
which is provided to typesetters, and Chicago chapter 16.
17.2 What to index. Text, substantive notes (refer to Chicago 16.110–116), text
boxes (indicated with an italic b), figures (indicated with an italic f), tables
(indicated with an italic t), and appendixes should be indexed.
Separate page numbers should be provided for the text discussion and for any
graphical representation. For example, “18, 18f, 18t” would indicate that the
topic appears in the text on page 18, in a figure on page 18, and in a table on
page 18.
A note such as the following should be placed at the top of the index: “Note: b
indicates boxes, f indicates figures, and t indicates tables.”
17.3 Capitalization. The first word of a main heading is lowercased unless the word
is capitalized in the text.
17.4 Inclusive numbers. Follow the preference of Chicago (refer to Chicago 16.14).
17.6 Style. The index should be set in indented style with runover lines set as 3-em
hanging indents.
17.8 Numbers. Numbers other than page citations (dates, for example) should be
placed in parentheses.
The following is a list of potential developmental editing (level A) tasks. These tasks
affect the manuscript’s form, structure, and content. They occur prior to a manu-
script edit. The client will indicate which of these tasks are to be performed, if any,
and this information will be provided to the developmental editor. Developmental
edits proceed at roughly two manuscript pages an hour. (A manuscript page is
approximately 250 words.)
• Rewrite the text to sharpen its argument, set the right tone, and achieve the desired
manuscript length (that is, the length appropriate for the intended readers).
• Reorganize and revise boxes, figures, maps, tables, and other material, as appro-
priate, to convey the author’s message effectively.
The following is a list of potential substantive editing (level B) tasks. The client will
indicate which of these tasks are to be performed, if any, and the production editor will
provide this information to the manuscript editor. Additionally, the manuscript editor
will perform all mechanical editing tasks (refer to the mechanical editing checklist that
follows). Substantive editing proceeds at roughly three to four manuscript pages an
hour. (See Chicago 2.48 and 2.50–51 for more information about substantive editing.)
Overall Consistency
• Suggest text to eliminate stacked heads.
Lists
• Eliminate unnecessary use of letters or numerals in run-in lists.
• Attempt to run short displayed lists into the text.
General Tasks
• Ensure that the manuscript is set up as individual files for the front matter,
chapters, appendixes, and any other back matter.
• Ensure that each chapter has its own notes and references that follow the end of
the text. Do not use a single alphabetical reference list as the back matter.
• Maintain a style sheet. Provide the current version of the style sheet with each
batch of the edited manuscript (when working on a flow basis) or when editing is
complete.
Readability
• Point out factual inconsistencies, faulty logic, particularly awkward or unclear
passages, incomplete comparisons, and vague time references (in 2019 is better
than last year).
• Point out first- and second-person pronouns when it is not clear to whom they
are referring or when they seem inappropriate in the context of the rest of the
manuscript.
• Point out demonstrative pronouns (this, that, these, those) when the antecedent
is unclear.
• Fix dangling participles, subject-verb disagreement, incorrect preposition
choices, infinitives incorrectly used in place of prepositional phrases,
and other lapses.
Overall Consistency
• Follow World Bank conventions for country and economy names; alphabetize
country and economy names listed in figures, tables, and text unless there is a
clear reason to order them differently.
• Make punctuation, capitalization, spelling, and so on consistent, correct, and in
accordance with The Chicago Manual of Style, 17th edition, and the World Bank
Group Publications Editorial Style Guide.
• Edit chapter titles and subheads to be informative, to facilitate e
lectronic
searches, to have parallel construction, and to be consistent in style.
• Query inconsistencies in the spelling and diacritics of proper names and
foreign words.
• Spell out each abbreviation at first mention within each chapter and within each
box and graphic, even if it only occurs once.
• Highlight cross-references to other parts of the book. Cross-references are the
author’s responsibility to check.
• Delete all paragraph numbers.
• Edit endnotes to conform to The Chicago Manual of Style, 17th edition.
Boxes
• Ensure that boxes are correctly numbered and appear in sequential order.
• Ensure that all boxes are referred to by number in the text. The text callout
should be lowercase.
• Convert any numbered notes in boxes to lowercase letters, and place footnote
text at the base of boxes. These notes should not be part of the chapter
endnote sequence.
• Ensure that figures and tables inside boxes are numbered and titled. In the box,
number the figures and tables according to the following example: Figure
B2.1.1, in which “B” indicates that the figure is in a box, “2.1” identifies the box
number (it is the first box in chapter 2), and “.1” indicates that this figure is the
first in box 2.1.
• Treat abbreviations in boxes independently of abbreviations in the text; spell the
terms out at first occurrence in the box, and use the abbreviations in subsequent
mentions.
• Use box tagging (<Start of box>) and (<End of box>).
Maps
1. Ensure that every map has a number and text title, is styled and numbered
separately from figures, uses the same two-digit numbering convention as
figures and tables, has a corresponding text callout, and appears sequentially.
2. Check that each panel in a map with multiple panels has its own letter and text
title.
3. Query if no source is listed; the source should be in addition to the IBRD number
and date slug that appears inside World Bank maps. (In addition to that slug, if a
departmental logo and disclaimer paragraph appear in World Bank maps, add
a query to indicate that those should be deleted.) For non-World Bank maps,
a source line as well as a permission line must appear below the figure.
Mathematics
• Apply two-digit numbering if an equation is set on its own line, for
example,“1.3” for the third equation in chapter 1.
Photographs
• Ensure that every photograph has a number and title, is styled and numbered
separately from the figures, uses the same two-digit numbering system as
figures and tables, has a corresponding text callout, and appears sequentially.
• Insert a query if a photograph is missing a source line and “further permission
required” notice (for example, “[[AQ: Please indicate the source [photogra-
pher/copyright holder] of this photo.]]”).
Source Documentation
• Check source citations against the reference list or bibliography; query the
author for any missing references or for inconsistencies between a text citation
and its bibliographic entry.
• Edit the bibliography or reference list for reasonable conformity to The Chicago
Manual of Style, 17th edition, and the World Bank Group Publications Editorial
Style Guide. Query incomplete or missing entries.
• Spot check URLs to ensure they are accurate.
• Flag any portions of the manuscript which the author must seek permission from
the original publisher to reprint. Refer to section 4 of the World Bank Group
Publications Editorial Style Guide.
Lists
• Ensure consistency in the handling of lists with respect to such items as punctua-
tion, capitalization, and numbering versus lettering.
• Use initial capitalization for the first word of each bullet.
• Use numbers instead of bullets to indicate sequences.
File Preparation
• Delete extraneous material.
• Finalize the table of contents, not including page numbers.
• Ensure that the manuscript is complete, with individual files for the front matter,
chapters, and back matter and with data files by chapter folder for all figures.
ABBREVIATIONS EXAMPLES
CAPITALIZATION
NUMBERS
PUNCTUATION
MISCELLANEOUS
A K self-financing
adviser know-how (n) semiskilled
socioeconomic
B L start up (v)
best-practice (um) landholder (n, um) start-up (adj, n)
better-informed (um) landholding (n, um)
landowner T
C land ownership time frame (n)
climate change (n, um) land use (n, um) tradable
coexist large-scale (um) trade-off
community-level (um) long-held (um)
constitution low-income (um) U
cost-effective underreporting
country-specific (um) M underused
cross-country (um) medium-size (adj) under way
cut-off (um) microbusiness United States (n)
middle-income (um) US (adj)
D mid-level
data set (n) much-needed (um) V
decision-maker (n) value added tax
decision-making (um) N
nondocumentary W
E website (n)
e.g. (change to for example) O well-designed (um)
email overreport (v)
etc. (change to and so on) X
P x-axis
F pasture user association Xerox
first-time (um) policy maker (n) x-ray (v)
follow-up (n, um) postwar X-ray (n)
forestland precoded
private sector (n, um) Y
G pro-poor y-axis
gender-sensitive (um) public sector (n, um) year-on-year (adj)
good-practice (um)
Z
H Q zero-sum (adj)
health care (adj, n) quasi-professional
high-profile (um)
R
I risk taker (n)
i.e. (change to that is) risk taking (n)
ill-defined (um) risk-taking (adj)
J S
joint venture (n) school-age (adj)
judgment secondhand
Note that the process described below can take place as you write (starting with the very first
word you type), in the middle of the writing process, or after you’re done writing. These steps
assume you are already done with the writing process [or if you are a copyeditor, they assume
the author is done], but they can easily be applied to other situations.
1. Open your Word document. Your content usually has a title, headings, figures and tables,
and, of course, paragraphs of regular text. We would like you to apply styles to just a few
items. The bulk of your document, regular text, does NOT need to be styled.
2. Open the Styles pane and keep it open while you work.
With the Home tab of the Microsoft Office ribbon selected, click on the “maximizing”
arrow in the bottom right corner of the Styles ribbon (Windows) or the Styles Pane button
on the right edge of the ribbon (Mac).
Windows
Mac
Windows users: In the Styles pane, click on “Options,” which will open a dialog
window, shown below (right). In the dialog window, below “Select styles to
show:”, choose “All styles.” Click OK.
Windows
Mac users: Near the bottom of the Styles pane, beside “ List,” select “All styles.”
Mac
Windows
Mac
You should now see the style area pane on the left-hand side of your screen. If you do
not, see page 88 of this guide.
In Mac OS, click Word > Preferences in the menu at the top of the screen, then
click the “View” button. In the field labeled “ Style area width:”, enter “1.”
Do not worry if your figures “disappear in this view”; that is normal. When you
! would like to view and work with any figures in your document, simply revert to
Print Layout view. You’ll still see the Styles pane on the right.
Here are the items to watch out for in your document and the styles that should
be applied to them:
Section headings Heading 1 to 5 Please apply the appropriate styles to the headings,
Heading 1 being the highest level (in other words, the
first section level in a document, such as Introduction
or Conclusion). All subsections below this level begin
with lower-level headings (such as H2 and below).
In your document, highlight the item to style and then click the desired style in
the Styles pane on the right of your screen. Some styles will change your text
color to blue, but do not worry. This change has no bearing on the final
product. If it bothers you, feel free to change the text color to black manually.
After applying the style, you will see that the style is now indicated in the style
area pane on the left of your screen, next to the item that you just highlighted
and styled.
Applying the above-listed styles to these key elements will ensure that the
publishing unit will interpret the structure of your document correctly.
Level 2 Heading
More regular text.
A block quote is a long excerpt from another source. Here I’ll pretend that I’m
quoting from Jane Austen. Her writings are no longer protected by copyright, so
I do not need to secure permission. Normally, a quote of about four lines (or
longer) would require permission. Anything less than that is considered “fair
use” by most copyright experts.
Cleanup is the production task that takes place after author review of an edited manuscript.
It transforms the author-reviewed file into a clean, tagged version that is ready for typesetting.
Tracked changes have to be dealt with and cleaned up, and tags have to be put in place to
convey to the typesetter the heading hierarchy and the placement of boxes, figures, and tables.
Mac Windows
• Turn tracking off; it will only get in the way at this point.
••• Highlight
Turn the fragment
Highlight theoff;
tracking it or
willsentence
fragment or get that
sentence
only has
that
in the redlining:
has
way redlining:
at this point.
• Accept the change (Word 2007 will move you to the next redlined fragment automatically; you
should choose the dropdown option to accept and stay put) and see how the fragment looks:
• Accept the change (Word 2016 will move you to the next redlined fragment
• Accept the change (Word 2007 will move you to the next redlined fragment automatically; you
automatically; youthe
should choose should choose
dropdown the dropdown
option option
to accept and to “Accept
stay put) and see This
how the fragment looks:
Change” in order to stay put) and see how the fragment looks:
Editorial Style
90 Guide 2015
•• It does notnot
It does look good.
look good.Delete
DeletetheEditorial
the extra Style
extra space
space andGuide
and 2015
closing
closing parenthesis;
parenthesis; unbold
unbold the the period:
period:
• Now it looks good. Move on to the next redline you see. Repeat until you are done.
• Now it looks good. Move on to the next redline you see. Repeat until you are
3. What
done.if the document comes back from the author with some queries still in it?
We like our documents to be query-free when we send them to the typesetter.
3. _What if the document comes back from the author with some queries still in it?
• Reevaluate queries that have been ignored with this in mind.
We like our documents to be query-free when we send them to the typesetter.
• Depending on how the author has responded to other queries, you may be able to eliminate others.
• Reevaluate queries that have been ignored with this in mind.
• Consider whether the query was important to begin with and whether it can be deleted.
• Depending on how the author has responded to other queries, you may be able
• Leave only queries that you consider critical; delete the rest.
to eliminate some queries.
• And remember, we don’t want to see redlining showing those deletions.
• Consider whether the query was important to begin with and whether it can be
deleted.
4. What if you must retain some queries for page proofs?
• Leave only queries that you consider critical; delete the rest.
OK, so you’ve decided that a few queries are important. These will be moved to the margins of the proof
by
• the
Andtypesetter,
remember,and we
in most cases
do not there
want to will
see not be an arrow
redlining pointing
showing thosetodeletions.
the location.
Therefore you must reword remaining queries so that they make sense when set in the margin:
4. What if you must retain some queries for page proofs?
This works in Word:
OK,recession
The so you have decided that
of 1992–2002 was… a few queries are important. These queries will be
moved to the margins of the proof by the typesetter, and in most cases there will not
Itbe an not
does arrow pointing
work to the
at all when location
it sits tothe
next to which they apply.
paragraph; the typesetter may not even place it next to the
right one. Reword it:
Therefore,
[[AU: Pleaseyou must
check thereword
dates ofremaining queries
the recession; so that they
1992–2002 make
can’t sense
possibly bewhen set in
accurate]]
the margin:
If any queries remain unresolved, move them from the text to Comments so the production editor
and The following
typesetter canquery works
see them in Word:
easily.
The recession of 1992–2002 [[AQ: Please confirm years.]] was . . .
It does not work at all when it sits next to the paragraph; the typesetter may not
5. What
even else?
place it next to the right paragraph. Reword it:
• Some authors respond to edits by using the Comments feature in Word. Review the contents of
[[AQ: Please check the dates of the recession; 1992–2002 can’t possibly be accurate.]]
these comment balloons, deal with the feedback, and delete the balloons.
•If any queries remain
Add heading unresolved,
styles move
to the headings them
if you from the
skipped textduring
this task to Comments
the editingsophase.
the
production editor and typesetter can see them easily.
Add placeholders for figures and tables if they’re in separate files or if even if they are in the
main file <<Insert figure 2.1 about here>>
• Insert <<text box>> and <<end text box>> tags for text boxes.
• BankBefore
World Groupyou send the Editorial
Publications “clean” file toGuide
Style the EXTOP
| 2020production editor, go through it to make sure 91
there’s no redlining. A clean document is one that has no redlining.
5. What else?
• Some authors respond to edits using the Comments feature in Word. Review
the contents of these comment balloons, deal with the feedback, and delete
the balloons.
• Add heading styles to the headings if you skipped this task during the editing
phase. For instructions on how to do this, see Appendix A.3 of this guide.
Add placeholders for figures and tables if they are in separate files or even if
they are in the main file. <<Insert figure 2.1 about here>>
• Insert <<text box>> and <<end text box>> tags for text boxes.
• Before you send the “clean” file to the production editor, go through
it to make sure there is no redlining. A clean document is one that has no
redlining.
FOR EDITORS:
• In each chapter, spell out each acronym and abbreviation at first occurrence,
followed by the abbreviation in parentheses, even if it is used only once.
Examples
Côte d’Ivoire (never “Ivory Coast”; note circumflex)
Bolivia, Plurinational State of (in titles)
Colombia (not “Columbia”)
Democratic Republic of Congo (not “Democratic Republic of the Congo”)
“Eswatini” rather than “Swaziland”
Gambia, The
Hong Kong SAR, China (no parentheses around “China”; never refer to it as a
“country”—“economy” is acceptable)
Iran, Islamic Republic of
Korea, Democratic People’s Republic of (never “North Korea”)
Korea, Republic of (never “South Korea”)
Kyrgyz Republic (not “Kyrgyzstan”)
Lao People’s Democratic Republic (never “Laos”)
Macao SAR, China (no parentheses around “China”; never refer to it as a
“country”—“economy” is acceptable)
Macedonia, former Yugoslav Republic of, is now “North Macedonia”
Mumbai (do not use “Bombay”)
Myanmar (never “Burma,” except in historical contexts)
Russian Federation (not “Russia Federation”)
São Tomé and Príncipe (no short form; note diacritical marks)
South Sudan (not “Republic of South Sudan”)
Taiwan, China (never refer to it as a “country”—“economy” is acceptable)
United States (use US as an adjective or a noun)
Venezuela, República Bolivariana de (yes, you need all the words!)
West Bank and Gaza (refer to it as an “economy,” not a “country”; never refer
to it as “Palestinian Territory/ies”)
• Indexes and appendixes (not indices and appendices); use letters to designate
appendixes to the whole book.
• Serial comma
• Make sure each figure, map, photograph, and table has a source; query if a
source is missing.
• Ensure that box, figure, map, and table notes are not part of the overall footnote
scheme; ensure that the markers are letters, not numbers.
• Ensure that no country maps of India have been included, other than as part
of the region or world (see section 13.25 of this guide for more information).
It is our goal to provide you with a publishing process that is as efficient, cost-
effective, and quality assured as possible. You are an essential partner in this process.
As you prepare to submit your manuscript to us, please ensure the following:
(1) It is complete, containing all elements of the front matter, main text, and back
matter.
STEP 1: Get permissions and clearances and keep them for your records;
provide a copy to the publishing unit.
o O
btain clearances from the World Bank’s Cartography Unit for any maps in the
manuscript; provide a copy to the Formal Publishing Program. Send map
requests to the Cartography Unit at [email protected]; copy Bruno
Bonansea, [email protected] (202-458-9329). For clearance of existing
maps, use the following email address: [email protected].
o A
ssess whether permissions are needed (refer to the Formal Publishing Program’s
guidelines) to reprint any material from non-Bank sources, including text as well as
graphical elements such as maps, figures, tables, and photographs. Secure written
permission for text and graphics, excluding photographs, where necessary; refer
to our sample Request for Permissions letter. A separate sample letter specifically
for permission to use photographs is available from the same guidelines page.
o S
ecure copyright releases from contributing non-Bank authors (see our sample
copyright assignment form for books).
o P
rovide sources for figures, maps, and tables. If authors have used World Bank
data to create original figures or tables, they should indicate the sources of the
data in the source lines. If the authors have used non–World Bank sources, they
should specify them in the source line and obtain permissions as needed (see
Step 1). If the authors have created original figures or tables that
do not use data, such as flowcharts, list “World Bank” as the source line.
o Check that all boxes, figures, maps, and tables are mentioned in the text.
o C
heck that all references are complete and accurate (containing names of
authors, titles of publications, names of publishers, dates of publication, and
other essential information).
o D
elete any comments in the Word files, and ensure that no tracked changes
remain in the files.
o A
ssemble the front matter: title page; table of contents; foreword and preface
(optional); about the authors or editors (names and affiliations/bios up to
100 words, or, for edited volumes, list of contributors with affiliations);
acknowledgments; abbreviations (optional).
o A
ssemble the chapters—chapter text, annexes (if applicable), notes, and
references—and name the files by chapter number. Examples: 00 Front Matter
.docx, 01 Ch_1 Family Obligations.docx, 09 Back Matter.docx.
o A
ssemble the back matter, including any appendixes. Name the files by
appendix letter.
o Assemble appropriate source files (data or art) for figures, maps, and images:
→ Excel files for dense figures (for example, scatter plots with tightly grouped
data points and line graphs with significantly overlapping data lines). Individ-
ual files should be clearly titled by chapter and figure number.
→ High-resolution files (300 dpi or greater in eps) of figures derived from Stata
or similar programs.
→ Map files (high-resolution files/300 dpi in jpg, eps, or vector).
→ Any source math or tables, if these were provided as pictures and are not
editable.
For more information, please see our Manuscript Development Resources on the
intranet. (https://worldbankgroup.sharepoint.com/sites/wbsites/WBPP/Pages
/index.aspx).
o W
rite an abstract of the full study (350 words). Chapter abstracts are no longer
required.
o Identify a suitable cover photo (high resolution/300 dpi), preferably with horizon-
tal or landscape orientation. If the resolution is low or the image is otherwise
unsuitable for publication for technical reasons, the Formal Publishing Program
can conduct photo research for an additional fee.
Note: The World Bank Photo Library has images available at no cost. Searching the
Photo Library can be a slow process; for a faster option, go to http://www.flickr
.com/photos/worldbank.
STEP 3: Submit the following to the Formal Publishing Program (once you have
the full package in print and in electronic format) in OneDrive or via email:
o O
ne aggregate Word file of the entire manuscript, for cataloging by the Library
of Congress
o M
anuscript disaggregated into separate Word files and clearly titled by front
matter, chapter number, and back matter.
Helpful resources for authoring units are available on the World Bank’s
intranet/Formal Publishing Program at https://worldbankgroup.sharepoint
.com/sites/wbsites/WBPP/Pages/index.aspx.
Front Matter
Half-title page
Series or cover information, list of prior publications, or blank
Title page
Copyright page (The Formal Publishing Program will add this page and will include
illustration and photo credits at the bottom of the page.)
Contents
Foreword (written by someone other than the author; optional)
Preface (written by the author; optional)
Acknowledgments (if not part of the preface; optional)
About the Authors/Editors or List of Contributors
Introduction, Overview, or Executive Summary (We recommend that these elements
appear in the main text rather than in the front matter.)
Abbreviations
Text
Introduction, overview, executive summary, or chapter 1
Subsequent chapters with their respective annexes, notes, and references
Note: Include any text for part openers, if applicable.
Back Matter
Appendixes (optional)
1. Collect all materials for your manuscript, including boxes, figures, maps, math,
tables, and references.
2. Consider clarity and electronic searchability when writing chapter titles; section
headings; figure, map, and table titles; and appendix titles.
• Ensure that readers have sufficient information to make sense of these
elements if they are viewed apart from the book or chapter: for example,
“Results of Regression Analysis” will not adequately inform prospective
readers of the contents of a table or appendix.
• Use descriptive titles that cover What + Where + When. Doing so will ensure
that important details like main topics, keywords, country or region names,
and years of relevance (where appropriate) are featured in the title and catch
readers’ attention.
4. Place notes and references at the end of each chapter, following the chapter text
and any chapter annexes, so that each chapter is as self-contained as possible.
C. C
HECKLIST FOR PREPARING THE MANUSCRIPT FOR SUBMISSION
TO THE FORMAL PUBLISHING PROGRAM
1. Ensure that all Comments in the draft and reviewed Word files have been
addressed, and delete any remaining Comments so that the files are clean.
2. Review all tracked changes and “accept” them or revise the text as necessary so
that the files are clean.
3. Consider using the Microsoft Word Formatting Instructions and the Excel Figure
Formatting Guidelines provided by the Formal Publishing Program to facilitate
the processing of the manuscript content.
6. Follow the approved World Bank Country, Economy, and Territory Names list
in appendix C of the World Bank Group Publications Editorial Style Guide when
designating these entities. Put them in alphabetical order in the text and tables,
unless another ranking is appropriate.
Please submit an abstract of the full manuscript (350 words). Chapter abstracts are
no longer required.
2. Check that all heading levels are correct, and check that all sections and
subsections of the text follow logically.
3. Check that each text reference to a box, figure, map, or table uses the correct
number of the box, figure, map, or table and that any reference to another
chapter or section uses the correct number or title. Do not include any cross-
references to pages, since the page numbers will change during layout. With
a few exceptions, do not include cross-references to section numbers, since
these will be deleted.
Text files
File format. Provide the manuscript text in Word. To avoid delays in the editing
process, follow the Microsoft Word Formatting Instructions provided in
appendix A.3 of this guide.
File names. Include the chapter number and title, or the appendix letter and title, in
the file name so that the text is kept in the proper order and no pieces are over-
looked.
Examples
00 Front Matter.docx
01 Ch_1 Family Obligations.docx
02 Ch_2 Health Insurance.docx
08 App_A Welfare Regimes.docx
File organization. To control file size and facilitate the editing process, use separate
files for the front matter, each chapter, each appendix, and any back matter.
Annexes for chapters and appendixes for complete books. Appendixes to individual
chapters are called annexes to avoid confusion with appendixes to the book as a
whole. The first annex to chapter 7, for example, would be titled “Annex 7A,” and
the second annex, “Annex 7B.” The first appendix to a book would be titled
“Appendix A,” and the second appendix, “Appendix B.” In addition, each annex
and appendix should have a descriptive text heading.
Figures
General
• Check that every figure has a figure number, title, and source.
• Cite every figure by number in the text and ensure that every figure appears in
sequential order.
• Provide Excel or other data files whenever possible, and for all dense figures.
• For all figures with axes, indicate the unit of measurement for each axis.
• For line graphs and bar charts, use legends (figure keys) to identify each line,
bar, or bar segment.
• For pie charts and scatterplots, use labels to identify each segment or specific
data points.
Abbreviations and symbols. Define all nonstandard abbreviations and symbols used
in a figure, including as part of the title or unit indicator, in a note to the figure.
Country and economy names. Check that names follow the approved World Bank
listing provided in the World Bank Group Publications Editorial Style Guide,
appendix C.
Examples
• If figures are original and use text and not data, for example, flowcharts, then
list “World Bank” as the source.
• If figures use World Bank data, then cite the data source as specifically as
possible, for example, “World Development Indicators Database.” In the
absence of this information, provide a note specifying “World Bank data” as the
source. Do not use “Authors” or “Author’s compilation.” It is acceptable to start
the source line with “An elaboration of…” or “based on…” or similar language.
• If figures use non–World Bank data owned by a third party, then use a
standard source line.
• If figures are (a) owned by a third party (not the World Bank) and (b) require
permission, then use the following line: “Source: [author-date citation], ©[copy-
right owner]. Reproduced with permission from [copyright owner]; further
permission required for reuse.”
Titles. Check that every figure has a descriptive title that covers What + Where +
When.
• Be aware that the figure will be electronically searchable and might be viewed
apart from the text in an electronic iteration.
• Avoid using ellipses or dashes to connect one figure title to the next.
• If a figure is divided into parts, make sure that each subpart is lettered and has a
title (for example, “a. Texttexttext”).
• Check that the title appears in both the data file (Excel, or eps for Stata) and the
Word file.
• Avoid using the World Bank’s regional abbreviations (AFR or SSA, EAP, ECA,
LAC, MNA or MENA, and SAR).
Text references, Make sure that each figure is discussed, by number, in the text.
Unit modifier. Label each axis, and provide unit indicators. For a figure that does
not use axes, provide a unit indicator for the figure as a whole.
Maps
Creation and approval. Send requests to create maps to the World Bank’s
Cartography Unit at [email protected]; copy Bruno Bonansea,
[email protected] (202-458-9329).
• Be aware that high-resolution images are needed; as a rule, images from the
internet do not have adequate resolution and need to be re-created. Permission
may be required for non–World Bank maps.
• Cartography will provide an identifying IBRD number for each map; this number
should not be deleted from the files supplied to the Formal Publishing Program.
• If the maps have been created by another source, then secure the Cartography
Unit’s clearance. All maps must be approved by the Cartography Unit before
delivery to the Formal Publishing Program.
File format. Provide maps as separate Illustrator/eps files as well as low-resolution
PDFs. Note that maps provided as screen shots will need to be re-created.
File organization and naming. Place any maps in a separate Maps folder with
subfolders by chapter. Identify each map by number both in the file name and in
the document.
Examples
Map 1_1.eps
Map 1_2.eps
Map 2_1.eps
Map 2_2.eps
Map A_1.eps
Numbering convention. Label and number maps separately from figures, and use
the same two-digit numbering convention for them as for figures and tables.
Permissions. Secure permission from the originator to use maps taken from
copyrighted sources.
Sources. Check that every map has a source line.
Text callouts. Ensure that every map has a corresponding text callout.
References
Cited works. Delete any entries not actually cited from the reference list.
Completeness. Check that all references are complete and accurate, with each
author’s name, the title of the publication, the name of the publisher, the date of
publication, and other essential information included.
Organization by chapter. Ensure that all references have been organized by chapter
and are appended to the end of each chapter.
Tables
Abbreviations and symbols. All nonstandard abbreviations and symbols that are
used in a table, including as part of the title or unit indicator, need to be defined in
a note to the table.
Blank cells. Avoid leaving blank cells within a table. Instead, use one of the symbols
below.
— Not available
n.a. Not applicable
.. Negligible
0 Zero
Column headings. Provide a heading for every table column.
Editability. Make sure that the tables in the manuscript files are provided in editable
formats rather than as pictures.
Numbering. Use the two-digit style. For example:
• “Table O.1” is the first table in an overview; “table I.1” is the first table in an
unnumbered introduction.
• “Table 1.1” is the first table in chapter 1; “table 2A.1” is the first table in the
first annex to chapter 2; “table A.1” is the first table in appendix A.
A. GENERAL TASKS
• Check that en-dashes are used in date ranges rather than hyphens.
If possible, convert yyyy–yyyy style date ranges to yyyy–yy style, using an
en-dash, as long as the two dates have the same first two digits.
• Endnotes:
◦ Set superscript notes as endnotes; insert instructions to move endnotes
to precede references. Do not remove the connection in Word between
the note marker and the note itself; in other words, do not manually
manipulate notes for numbering and placement. We need to retain the
automatic renumbering feature until we are ready for typesetting.
• Check that double quotation marks are used in the text; within double
quotation marks, use single quotation marks, where appropriate.
• Format the levels of all headings and graphics titles as either headline style
(applies to most books) or sentence style (applies to some World Bank
flagships); the production editor will indicate which style to apply. Note
that in headline style, not every word is capitalized; for example, “UNESCO”
would not become “Unesco”; for details, please see Chicago. In sentence
style, make sure you manually review the change to avoid lowercasing
proper nouns and abbreviations.
• Front matter:
◦ Ensure that the front matter elements are in the following order; if they
are not, rearrange to comply as needed: half-title page, title page,
copyright page, contents, foreword (optional), preface (optional),
acknowledgments (optional), about the authors or editors or list of
contributors (optional), executive summary (optional), abbreviations.
If there is a series page or anything not listed in this bullet, please contact
the production editor for guidance.
◦ Ensure the heading hierarchy does not move from A and B heads to
run-in headings, skipping C heads.
• Graphics quality:
• Abbreviations
◦ Spell out the abbreviations “i.e.” as “that is” and “e.g.” as “for example.”
• Author queries: Insert necessary author queries into the Word files using the
Comments function.
• Cross-references
◦ Ensure that page numbers are not used in cross-references of items within
the manuscript.
C. LISTS
1. Check the text for the correct use and treatment of “annex” and “appendix.”
• Annex:
◦ Use numbers in the titles of annexes by chapter. For example, the first
annex to the text of chapter 5 would be “Annex 5A,” and the second
annex to the text of chapter 5 would be “Annex 5B.”
◦ Use the lowercase in the titles of annexes in text mentions, for example,
“in annex 5A.”
• Appendix:
◦ Use “appendix” for material that is placed at the end of, and is pertinent
to, the entire book.
◦ Use letters in the titles of appendixes. For example, the first appendix
would be “Appendix A”; the second appendix would be “Appendix B.”
E. BOXES
1. Ensure that boxes are correctly numbered and appear in sequential order.
2. Ensure that every box is referred to by number in the text; the in-text reference
should be lowercase (for example, “As shown in box 1.1”). If a text callout is
missing, insert a query (for example, “[[AQ: Box 1.1 is not mentioned in the
text. Insert a text callout to the box.]]”). In the query, do not use the word
“citation” because it can be misunderstood to mean source information.
3. Convert any numbered notes in boxes to lowercase letters, and place footnote
text at the base of the boxes. These notes should not be part of the chapter
endnote sequence.
4. Ensure that figures and tables inside boxes are numbered and titled. In the box,
number the figures and tables according to the following example for the first
figure in box 2.1: “Figure B2.1.1.” In the “Figures” section of the table of
contents, this box figure should be listed as number “B2.1.1.”
5. Do not query authors if a box is missing a source line. Note that this instruction
does not apply to figures, maps, photographs, or tables.
1. Keep the figures in place in the text, and insert typesetter instructions directly
below each figure in the Word file; do not set up a separate figures file by
chapter.
3. Insert a query in the Word file if there is a discrepancy between the figure in the
Word file and any corresponding Excel or Stata file.
4. Ensure that every part of a figure, such as a panel, is identified by a letter and a
text title.
• Ensure that axis titles, legends, and labels are present in all figures with axes.
• Ensure that axis titles and axis labels use sentence-style capitalization.
• Ensure that every cell in a table has content; insert queries where any cells
are empty.
• If cells have a dash, insert an author query to define the dash, asking
whether it stands for “not available” or “not applicable.” (For example,
“[[AQ: What do empty cells indicate? Not available? Not applicable?]]”
or “[[AQ: Does a dash indicate ‘not available’ or ‘not applicable’?]]”).
• Spell out all abbreviations in tables and figures in the Note section, even if
previously spelled out in the text.
• Use singular for “Note” even if more than one element is used.
8. Sources:
• Ensure that every figure and table has a source; query if no source is
provided.
9. Text callouts:
• Ensure that every figure and table is mentioned by number in the text; use
the lowercase for the in-text callout (for example, “As shown in figure 1.1”).
• If a callout is missing, insert a query (for example, “[[AQ: Figure 1.1 is not
mentioned in the text. Please insert a text callout to the figure.]]”).
Do not use the word “citation” because it can be misunderstood to mean
source information.
10. Unit indicators:
• Figures: Ensure that unit indicators are present in every figure that does not
use axes.
• Tables: Ensure that unit indicators only appear above tables when they apply
to the entire table.
11. In figure- and table-related text (in the note or body text), flag instances in which
any figure or note content is referred to by its color. This is important; mentions of
color will need to be updated if the typeset content uses different colors from the
manuscript, which often ends up being the case.
12. Remove the end dot from the legends of figures, maps, and tables.
G. MAPS
1. Ensure that every map has a number and text title, is styled and numbered
separately from figures, uses the same two-digit numbering convention as figures
and tables, has a corresponding text callout, and appears sequentially.
2. Check that each panel in a map with multiple panels has its own letter and text
title.
3. Query if there is no source listed; the source should be in addition to the IBRD
number and date slug that appears inside World Bank maps. (In addition to
that slug, if a departmental logo and disclaimer paragraph appear in World
Bank maps, add a query to indicate that these should be deleted.) For
non-World Bank maps, a source as well as a permission line must appear
below the figure.
H. MATHEMATICS
1. Apply two-digit numbering if an equation is set on its own line, for example,
“1.3” for the third equation in chapter 1.
2. Ensure that equation numbering is sequential.
I. PHOTOGRAPHS
1. Ensure that every photograph has a number and title, is styled and numbered
separately from the figures, uses the same two-digit numbering convention as
figures and tables, has a corresponding text callout, and appears sequentially.
1. Check text citations against the reference list. Query the author for any missing
references. Bibliographies, unlike References, may include uncited items.
• If entries do not have an author name, date, title, and publisher (for books)
or an author name, date, article title, journal title, volume number, and issue
number (for journals).
4. Convert “ibid.” and “op. cit.” to author-date citations. (Do not italicize “et al.” in
citations.)
5. Correct the list order if any reference is out of alphabetical sequence. Follow the
style guide with regard to publications by the same authoring team or by
different authoring teams where the lead author is the same.
6. Ensure that publication titles are all title case; this rule does not apply to foreign
titles, which should not be converted to title case if they are in sentence case.
7. If the same author (or authoring team) has several separately cited publications,
use the name (or set of names) in the first entry. Replace the name(s) with a 3-em
dash and period in subsequent entries.
2. Do not make the list consistent by replacing first names with initials. Do query if
only last names are used (this is uncommon).
3. Do not ask for an “accessed by” date if a Web reference does not list it. Do not
remove it if included.
L. FILE PREPARATION
Upon completion of the editorial QC, provide the redlined Word file(s) and clean
Word file(s) (with changes accepted and tracking left on to capture further changes)
to the production editor.
Please supply the data for any graphs in your manuscript. This set of instruc ons assumes that you are using
Excel for your data; if you are using STATA, please save and send your images as eps files and make sure that
the eps file name corresponds to the figure number used in the manuscript.
Make sure that your Excel worksheet shows the graph and the data on the same sheet and that the graph in
Excel matches the graph in your manuscript.
The graph and its data should appear on the same sheet in close
proximity to one another.
To change the range and intervals of the axes, click on the graph and under the “Layout” tab select“Axes,”choose “Primary
Horizontal or Vercal Axis,” and click on “More Axis Opons.”
To change where the x and y axes intersect, under “Vercal (or Horizontal) axis crosses,” select the “Axis value” opon and type
in the desired intersecon point on that axis. The default is for the graph to intersect at the midpoint of each axis.
Delete any extraneous data and sheets from data workbooks delivered to the publishing unit. To delete a
worksheet, right click on the tab name and select "Delete."
The following is a list of potential proofreading tasks. The production editor will
indicate which tasks are to be performed.
General Tasks
• Using the Adobe Acrobat guidance in appendix B.2 of this guide, make needed
changes or indicate queries.
• Update the editorial style sheet, and provide it to the production editor.
Formatting
• Check the page proofs against the specifications for the book or series.
• Check each design element for consistency: boxes, chapter titles, figures, folios,
headings, lists, paragraph styles, notes, running heads, and tables.
• Mark widows.
Text
• Check the table of contents against the text.
Please note: If a particular punctuation styling or word choice has been used
consistently throughout the book but is not in accordance with the style guide, do
not change it; for example, do not change “linkages” to “links” or do not set off
“In 2018 many of the reforms…” by a comma. Clear errors in grammar or spelling
should be corrected.
• Ensure that abbreviations are spelled out at first mention in each chapter.
• Verify that correct country names have been used throughout. Query country
names that do not appear alphabetically unless there is a reason for a different
order to be used.
• Ensure that all endnote numbers are present in the text, are consecutively
numbered, and have corresponding endnotes.
References
• Check source citations against the reference or bibliography list.
• Check line breaks for DOIs and URLs, follow Chicago 14.18.
Boxes
• Verify that text boxes are correctly numbered, appear in sequential order and
position (in relation to the text reference), and are referenced in the text.
• Verify that notes within boxes use lowercase letters and are placed at the end of
the box.
Figures
• Verify that figures are correctly numbered, appear in sequential order and
position (in relation to the text reference), and are referenced in the text.
• Check that every figure within a box has a number and title. The figures in boxes
should be numbered according to the following example: Figure B2.1.1, in
which “B” indicates that the figure is in a box, “2.1” identifies the box number
(it is the first box in chapter 2), and “.1” indicates that this figure is the first in
box 2.1.
If the authors have used data to create original figures, they should indicate the
sources of the data in the source lines (for example, “Data from World Develop-
ment Indicators database” or, less preferably because of the lack of specificity,
“World Bank data”).
If the authors have created original figures that do not use data, such as
flowcharts, then list “World Bank” as the source line. The World Bank Legal
Department has directed that a source line of “Authors” should not be used
because it can create confusion over copyright ownership.
• Verify that nonstandard abbreviations and symbols used in figures are defined in
a note.
• Ensure that axis titles and labels are present in figures with axes and that the
labels follow sentence-style capitalization. Ensure that unit indicators have been
provided for all other figures.
• Point out inconsistencies between the data in figures and the text. Flag the error
if you think the wrong figure is called out in the text.
Maps
• Check that every map has a label, is numbered separately from figures, uses
the same two-digit numbering convention as figures and tables, and has a
corresponding text callout.
• Check that every map has a source line. If the map was created by the World
Bank, the source line should include the IBRD number and date of approval
(month/year).
Photographs
• Check that every photograph has a title and number, is numbered separately
from the figures, and uses the same two-digit numbering convention as for
figures and tables.
• Photographs must list the copyright holder in the source line. The source line
must follow one of two conventions:
▪ World Bank photographs: © Scott Wallace / World Bank. Further permission
required for reuse.
▪ Non–World Bank photographs: © Ami Vitale / Panos Pictures. Used with the
permission of Ami Vitale / Panos Pictures. Further permission required for reuse.
Tables
• Verify that tables are correctly numbered, appear in sequential order and
position (in relation to the text reference), and are referenced in the text.
• Check that every table within a box has a number and title. The tables in boxes
should be numbered according to the following example: Table B2.1.1, in
which “B” indicates that the table is in a box, “2.1” identifies the box number
(it is the first box in chapter 2), and “.1” indicates that this table is the first in
box 2.1.
• Check source lines for all tables. If the author compiled data to create a
table, provide the source of the data (for example, “Data from World Devel-
opment Indicators database” or, less preferably because of the lack of
specificity, “World Bank data”). If the authors have created an original table
that does not use data, use “World Bank” as the source line. The World Bank
Legal Department has directed that a source line of “Authors” should not be
used because it can create confusion over copyright ownership.
• Check that all nonstandard abbreviations and symbols used in a table, including
as part of the title or unit indicator, are defined in a note to the table and are
listed in alphabetical order.
• If a table runs for more than one page, check that continued lines are provided
and column heads are repeated.
• Check that there are no blank cells within a table (except regression tables).
• Point out inconsistencies between the data in tables and the text.
• Ensure that all changes from the first page proofs were properly made and that
no new errors were introduced.
• Carefully read all title page text for accuracy.
• Check the sequence of all pages (both with folios and blind) to ensure that they
are in the correct order and that no pages are missing.
• Check running heads or footers for alignment and correct recto or verso
placement. Check for accuracy against the book title, part title, chapter title,
and author’s name.
Add sticky note (PLEASE USE INFREQUENTLY): Highlight text: Use Attach file: Use this tool
Use this tool only to make a global change or to this tool to highlight a to add an attachment
add a general comment, such as “This figure looks word or several words (for instance, if you’re
too big. Please reduce size.” Do not use this tool and add a comment providing a replacement
to make changes to wording or punctuation, unless that applies to the table or paragraph in a
you cannot attach such a change to a text string. highlighted phrase. Word or Excel file).
See the section in this appendix titled “Selected Markup Examples Using Adobe Acrobat’s
Annotation Tools” for an illustration of best practice for each tool. Note that some tools go
unmentioned in this guidance document because they are not needed.
Important notes:
PDFs will open in pan-and-drag mode; you must first switch to cursor mode (indicated by a cursor
symbol on the main toolbar; its official name is "Selection tool for text and images" and it is next to
the hand icon) before you can click inside your PDF's content areas with any precision.
The right-hand pane may be hidden when you open your PDF. Click on the tiny arrow on the right
edge to reveal the pane, then click on "Comment" to display the Comment pane mentioned above.
The Comment pane also offers another full set of tools called Drawing Markups.
These tools should be secondary to the commenting tools described above;
however, they can be useful for clarifying instructions on figures, tables, or images.
Please use them judiciously, however, as it is often enough to insert a single arrow
or text callout as opposed to drawing multiple proofer’s marks. Remember, we are
not trying to duplicate the hardcopy experience with the electronic workflow.
Printing Comments
Once your comments have been entered into the document, we have found it is
not worthwhile to attempt printing them out. It does not work well with the defaults
that Adobe products have built in.
To merge comments from two PDFs into a single PDF file, first select one of the PDFs
to serve as the “master” copy. Resave the selected PDF and mark it by adding
“_master.pdf” to the end of the file name. For this example, the page with the
highlighted text will serve as the master.
There are multiple ways to add revision instructions and comments to a document
using Acrobat’s Annotation Tools. Proofreaders and authors should note that the
objective is not to duplicate the hardcopy markup experience (for instance, by
resorting to the Drawing Tools to mimic a pencil), but rather to use these tools in a
way that enables the recipient of the markup to review the changes electronically.
These guidelines are not exhaustive (that is, they do not cover all options available
in the software), but they do cover pretty much every markup need we encounter at
the World Bank. In all instances, best practice is to be as clear, precise, and
restrained as possible. (By “restrained” we mean: there is no need to highlight or
draw a circle around a change you’ve made, no matter how small. We review all the
revisions by going through the comments that appear in Acrobat’s Comment pane,
which displays all changes, big or small, with equal prominence. In general, you
should avoid extraneous commands.)
Example: Mark text and punctuation for insertion in the middle of a sentence.
Place the cursor in the PDF text where the new text should be inserted.
Click the “Insert text at cursor” icon, and type the text to be inserted
into the text box. (You can also just start typing; the program should
open a text insertion comment and show your typed text.) In all cases, include
only the language to be added, with no extraneous words, as shown. Do not
write, “insert…” If you must add an additional instruction, use a separate line
and add that instruction in brackets, for example, <<Make sure you don’t add a
comma at the end>>. (This kind of instruction is rarely necessary.)
Highlight the incorrect text, and click the “Replace text” icon.
Type the correction into the text box. (You can also simply start
typing; the program should open a text replacement comment and
show your typed text.)
The typesetters with whom we work are adept at interpreting novel instructions.
Often, a single note can take the place of multiple individual marks. Such instruc-
tions can speed up the time it takes to edit and review. However, please remem-
ber to use “Add note to text” only when it is more effective than the Annotation
tools.
Note: To avoid confusion, place any instruction or comment that is not replacing
or correcting text in <<double angle brackets>>.
Select the text to be italicized and click the “Add note to text” icon to
add the yellow highlight. Then double-click the highlighted text to open
the comment window.
Select the title and click the “Add note to text” icon to add the yellow
highlight. Then double-click the highlighted text to open the comment
window. Enter the instructions to the typesetter into the text box.
This method is better than using two deletions to eliminate the quotes and
a highlight to change plain text to italic.
But sometimes the Annotation tools are still your first, best option, as in the
next example.
Highlight and copy text (Ctrl+C) and click the “Replace text” icon.
Paste the text (Ctrl+V) into the text box. Edit the text with correct capitaliza-
tion, and retain appropriate formatting (such as italics) as needed. This way
you won’t have to insert a text replacement for each letter you capitalize.
3. If (and only if) the four Annotation tools covered above cannot convey your
change or instruction, use a Sticky Note, and please be as clear, precise, and
minimal as possible.
Note that the normally undesirable sticky comment tool was used in this case because
there was no obvious text string to attach a Text Highlight comment to. And in the
text of the comment, note that the instructions were enclosed in angled brackets;
actual text to be typeset would not be.
© 2020 International Bank for Reconstruction and Development / The World Bank
1818 H Street NW, Washington, DC 20433
Telephone: 202-473-1000; internet: www.worldbank.org
1 2 3 4 23 22 21 20
This work is a product of the staff of The World Bank with external contributions. The findings, interpreta-
tions, and conclusions expressed in this work do not necessarily reflect the views of The World Bank, its
Board of Executive Directors, or the governments they represent. The World Bank does not guarantee the
accuracy of the data included in this work. The boundaries, colors, denominations, and other information
shown on any map in this work do not imply any judgment on the part of The World Bank concerning the
legal status of any territory or the endorsement or acceptance of such boundaries.
Nothing herein shall constitute or be considered to be a limitation upon or waiver of the privileges and
immunities of The World Bank, all of which are specifically reserved.
This work is available under the Creative Commons Attribution 3.0 IGO license (CC BY 3.0 IGO) http://
creativecommons.org/licenses/by/3.0/igo. Under the Creative Commons Attribution license, you are free to
copy, distribute, transmit, and adapt this work, including for commercial purposes, under the following
conditions:
Attribution—Please cite the work as follows: [[Production editor: Insert the complete, correct citation here
followed by the DOI. The following is an example: Galvanovska, Natalija, Michel Rogy, and Carlo Maria
Rossotto. 2020. Broadband Networks in the Middle East and North Africa: Accelerating High-Speed
Internet Access. <Add series name if the book is in a series>. Washington, DC: World Bank.
doi:10.1596/978-1-4648-1112-9.]] License: Creative Commons Attribution CC BY 3.0 IGO
Translations—If you create a translation of this work, please add the following disclaimer along with the
attribution: This translation was not created by The World Bank and should not be considered an official
World Bank translation. The World Bank shall not be liable for any content or error in this translation.
Adaptations—If you create an adaptation of this work, please add the following disclaimer along with the
attribution: This is an adaptation of an original work by The World Bank. Views and opinions expressed in
the adaptation are the sole responsibility of the author or authors of the adaptation and are not endorsed
by The World Bank.
Third-party content—The World Bank does not necessarily own each component of the content contained
within the work. The World Bank therefore does not warrant that the use of any third-party-owned individual
component or part contained in the work will not infringe on the rights of those third parties. The risk of claims
resulting from such infringement rests solely with you. If you wish to reuse a component of the work, it is your
responsibility to determine whether permission is needed for that reuse and to obtain permission from the
copyright owner. Examples of components can include, but are not limited to, tables, figures, or images.
All queries on rights and licenses should be addressed to World Bank Publications, The World Bank Group,
1818 H Street NW, Washington, DC 20433, USA; email: [email protected].
ISBN (paper):
ISBN (electronic):
DOI:
United States American(s) US, of the United States In text, the abbreviation US is permissible when
used as a noun or adjective. When used as a noun,
the United States is preferred, but the abbreviation
is permitted. American is acceptable as an
adjective in passing references.
Uruguay Uruguayan(s) Uruguayan
USSR (see Russian Use only in historical contexts.
Federation)
Uzbekistan Uzbek(s) Uzbek
Vanuatu ni-Vanuatu Vanuatu
Venezuela, República Venezuelan(s) Venezuelan Use República Bolivariana de Venezuela in text
Bolivariana de (yes, every single time); Venezuela, RB, in tables
and figures.
Vietnam Vietnamese (sing./pl.) Vietnamese
Virgin Islands (US)
West Bank and Gaza Do not use country; the term economy is accept-
able. Use only West Bank or Gaza when text or
data apply to only one. Do not use Palestine.
Yemen, Republic of Yemeni(s) Republic of Yemen Use the Republic of Yemen in text; Yemen, Rep.,
in tables and figures. Use People’s Democratic
Republic of Yemen and Arab Republic of Yemen
only in historical contexts; do not use North
Yemen or South Yemen.
Yugoslavia (see Use only in historical contexts.
Montenegro and Serbia)
Zaire (see Congo, Use only in historical contexts.
Democratic Republic of)
Zambia Zambian(s) Zambian
Zimbabwe Zimbabwean(s) Zimbabwean
Note: The currency units and corresponding country names in this list are from the International
Monetary Fund (IMF). The country, economy, and area names here may not correspond to the
official World Bank listing in appendix C of this guide. The list in this appendix is intended for use
only by editors and proofreaders to check currency units in figures and tables.
BOUNDARIES
• Solid (no dashes), for undisputed international borders; most of the world
• Tightly dashed, for disputed borders; seven areas
– Between Western Sahara and Morocco
– Between India and Pakistan
– Between China and India
– Between the Democratic People’s Republic of Korea and the Republic of Korea
– Surrounding Abyei between Sudan and South Sudan
• Dotted, for the “Line of Control” in Kashmir between Pakistani- and Indian-controlled areas
Special cases
• Cyprus is shown as one nation.
• Only four lakes show boundaries: Chad, Malawi, Tanganyika, and Victoria.
• Boundary between Ecuador and Peru is solid.
• Boundary between the Arab Republic of Egypt and Sudan near the Red Sea does not curve
north into Egypt but follows the parallel all the way to the coast; the “Administrative Boundary”
is not shown.
• Boundary between Saudi Arabia and the Republic of Yemen is solid.
• Boundary between the Republic of Yemen and Oman is solid.
• Timor-Leste/Indonesia show two international boundaries to include the Oecussi enclave.
• Never on World Bank maps: the Kuril Islands and the Spratly Islands.
• Kosovo is shown as sovereign.
• For maps of Israel, West Bank and Gaza, and the Syrian Arab Republic, consult with the
Cartography Unit staff.
• No maps should show the country of India (other than as part of the region or the world).
Individual province maps are acceptable; however, the provinces of Jammu Kashmir, Azad
Jammu Kashmir, and Arunachal Pradesh should not be depicted in maps and should not appear
in tables, figures, or text.
NAMES
Territories
The convention on maps is to use a smaller, italic type to differentiate between territories and
sovereign nations and identify the parent nation in parentheses after the name of the territory.
[No periods are used in the abbreviations of the parent country, which is an acceptable departure
from this style guide]:
• American Samoa (US)
• Aruba (Neth)
Countries [Inconsistencies between the following list and this style guide are acceptable in maps.]
• The Bahamas
• Brunei Darussalam
• Dem. Rep. of Congo [no “the”; formerly Zaire]
• Congo [not Rep. of Congo]
• Côte d’Ivoire
• Czech Republic [or Czechia]
• Arab Rep. of Egypt
• Eswatini, not Swaziland
• The Gambia
• Islamic Republic of Iran [or I.R. of Iran]
• Dem. People’s Rep. of Korea [or D.P.R. of Korea]
• Rep. of Korea
• Kosovo
• Lao P.D.R.
• Federated States of Micronesia [spell it out]
• Montenegro [former Serbia and Montenegro]
• The Netherlands
• North Macedonia, not FYR Macedonia
• Russian Federation
• São Tomé and Príncipe
• Serbia [former Serbia and Montenegro]
Special cases
• Hong Kong is “Hong Kong SAR, China.”
• Macao is “Macao SAR, China.”
• Taiwan is never identified with text on the map, except when all the Provinces of China are
named; in that case, Taiwan is named in the same manner.
• West Bank and Gaza: use same type style as for territories.
• Antarctica: use same type style as for territories.
• Kaliningrad enclave is to be labeled “Russian Fed.” and can be smaller size.
COLORING
Disputed territories
• Falkland Islands are always colored gray for “No Data.”
• Antarctica, South Georgia, South Sandwich, and any other land south of 60S is always colored
gray to indicate no data.
• Western Sahara is always colored gray to indicate “No Data.”
• Taiwan is always colored with China.
• South of the Kashmir Line of Control is always colored with India.
• North of the Kashmir Line of Control is always colored with Pakistan.
Other details
• Kerguélen (Fr.) in S. Indian Ocean near Antarctica is colored gray and unnamed.
• Galapagos Islands is always colored with Ecuador.
• Spitzbergen (Svalbard) is always colored with Norway.
• Azores is always colored with Portugal.
• Canary Islands is always colored with Spain.
• Socotra Island is always colored with the Republic of Yemen.
• Andaman and Nicobar islands are always colored with India.
• Kaliningrad enclave is always colored with Russia.
Ukraine
Rico (US) St. Maarten (Neth.) Czech Republic Eswatini
St.-Barthélemy (Fr.)
Slovak Republic not curved up and over Australia Caledonia
U.S. Virgin Islands (US) Antigua and South Lesotho (Fr.)
Saba (Neth.) Barbuda Austria Africa - Dashed int. boundary around Abyei area
St. Eustatius (Neth.) Uruguay Hungary
St. Kitts Montserrat Guadeloupe (Fr.) Chile - Color needs to be halfway
Slovenia Romania between Sudan’s color and
and Nevis (UK) Dominica Argentina - Just “Serbia”
Martinique (Fr.) Croatia Bosnia & - Just “Montenegro” South Sudan’s color
San Serbia
Aruba St. Lucia Herzegovina - Just “Kosovo”
(Neth.) Curaçao Barbados Marino New
Bulgaria
AUGUST 2019
This map was produced by the Cartography Unit of the World
Bank Group. The boundaries, colors, denominations and any other
information shown on this map do not imply, on the part of the
World Bank Group, any judgment on the legal status of any
territory, or any endorsement or acceptance of such boundaries.
A P P E N D I X I
I N T E R N AT I O N A L S TA N D A R D S
O R G A N I Z AT I O N ( I S O ) C O D E S
The country code table includes the International Standards Organization (ISO)
3-digit alphabetic codes and the United Nations Statistics Division (UNSD)
3-digit equivalent numeric codes. The names and codes are used in both
databases.
Note: The country names in this list do not correspond to the official World Bank
listing in appendix C of this guide. The list is intended for use only by editors
and proofreaders to spot check ISO and UNSD codes in figures and tables.
COUNTRY CODES
COUNTRY OR ECONOMY NAME ISO3 UN
Afghanistan AFG 004
Åland Islands ALA 248
Albania ALB 008
Algeria DZA 012
American Samoa ASM 016
Andorra AND 020
Angola AGO 024
Anguilla AIA 660
Antarctica ATA 010
Antigua and Barbuda ATG 028
Argentina ARG 032
Armenia ARM 051
Aruba ABW 533
Australia AUS 036
Austria AUT 040
Azerbaijan AZE 031
Bahamas, The BHS 044
Bahrain BHR 048
Bangladesh BGD 050
Barbados BRB 052
Belarus BLR 112
Belgium BEL 056
Belize BLZ 084
Benin BEN 204
Bermuda BMU 060
Bhutan BTN 064
Bolivia (Plurinational State of) BOL 068
Bonaire, Sint Eustatius, and Saba BES 035
Bosnia and Herzegovina BIH 070
Botswana BWA 072
Bouvet Island BVT 074
Brazil BRA 076
A
“AA,” 2.49 and others, 16.2 in source documentation, 16.38
abbreviations, 8.1–.9, App. E annexes, 3.1, 3.3 titles of, 7.27
of Bank regional vice presidencies, boxes in, 12.3 The Bluebook: A Uniform System
use of, 8.3 numbering of figures in, 13.3 of Citation, 7.24, 16.12
capitalization of, 8.8 numbering of tables in, 14.3 boldface in names of World Bank
commonly known appendixes initiatives, programs,
abbreviations, 8.2, App. E boxes in, 12.3 projects, etc., 7.6
of country names, 7.13, 8.5, App. C indexing of, 17.2 books. See also titles of works
of currency types, 9.14 numbering of figures in, 13.3 examples of source citations, 16.15–.24
of economy names, 8.5 numbering of tables in, 14.3 parts of the book, 3.1–.6. See also
EU-10, 8.9 placement of, 3.1, 3.3 specific parts (e.g., table of
in figures, 13.5, 13.9 articles contents)
first occurrence in book vs. in “the” as initial word prior to boxes. See text boxes
each chapter, 8.2 abbreviations, 8.7 brackets, 5.25–.29
of foreign organizations’ names, 7.9 “the” at front of periodical titles, 7.22 around monetary amounts, 9.14
G-20, 8.9 articles and essays. See periodicals in mathematical expressions, 5.28
of geographic regions, 8.3, 8.4 artwork. See figures and illustrations for parentheses within
in headings, 11.5 author-date references, 4.2, 5.29, parentheses, 5.26
of inclusive numbers, 9.6 12.7, 13.21, 16.2 punctuation, 5.3
in indexes, 17.5 author queries brand names, 7.15
list of, placement in book, 3.1 on blank cells in tables, 14.18 bulleted lists, 5.35
in mathematical expressions, 15.4 on comparison of decimals, 14.19
of numerical units, 9.7 on missing source information, 16.6 C
in parentheses after spelled reprint permission needed, 4.1 callouts in place of graphics, 2.33
out words, 8.2 on shortening of text boxes, 12.2 capitalization
postal abbreviations, 8.6 from text editing, 2.36, 2.40 of abbreviations, 8.8
in tables, 14.6, 14.8, 14.11, 14.12 authors of sources after colon, 5.14
“the” as initial word prior to, 8.7 multiple authors, 16.8, 16.16 in axis title, 13.13
use of, 8.2 names of, 16.2, 16.7 of box titles, 12.4
of U.S. states, 8.6 single author, 16.15 of bulleted lists, 5.35
word division of, 7.44 tables, indication of authors for, 14.21 of column heads in tables, 14.9
about the authors or editors, 3.1 automatic hyphenation, 2.35, 5.19, 7.49 of compound words, 7.37
access dates for URLs and e-mails, 6.3 axes in figures, 13.7, 13.11–.15 of database titles, 7.26
acknowledgments label of x-axis, 13.15 of electronic publication titles, 7.25
placement of, 3.1 titles of, 13.13, 13.14 of English-language
professional titles in, 7.11 zero in, 13.11 print publications, 7.16
acronyms of figure titles, 13.4
in indexes, 17.5 B of foreign-language publications, 7.28
list of, App. E background papers as of foreign organizations’ names, 7.9
“the” as initial word prior to, 8.7 source documentation, 16.31 of headings, 11.6
adjectives, using US or UK as, 8.5 back matter in indexes, 17.3
Adobe Acrobat. See PDFs electronic publications, 3.6 of Note, 13.22, 14.23
age designations, 9.20 order and placement of, 3.1 of public document titles, 7.24
A-level heading, 11.1 Bank. See World Bank Group of quotation’s initial letter, 10.5
alignment of column heads, 14.10 basic publishing stream, 1 of regions, 7.12
alphabetization of index, 17.7 bibliographies, 13.21, 16.5 of Source or Sources, 14.21
alternatives distinguished from reference lists, 16.5 of stub entries in tables, 14.13
use of slash, 5.30 placement of, 3.1, 3.4 of table titles, 14.5
words and phrases to use as source documentation, 4.2 of titles of works, 7.16, 7.20, 7.23
alternatives, App. G billions, 9.12 type of, production editor to
ALWD Citation Manual: A Professional blank cells in tables, 14.18 specify, 2.5, 2.30
System of Citation, 7.24, 16.12 block quotations, 10.6 of unit indicator in table, 14.7
“and/or” structure, 5.30 blogs of website, web page, and blog titles, 7.27