At the end of each category, I give my verdict about
which program has the best combination of features and usability. While
hardly surprising, the results offer a concrete example of how open
source tools are not only equalling but starting to surpass proprietary
ones.
Styles
Styles allow users to define formats once and then
apply them to multiple blocks of text. Microsoft Word supports them,
but users sacrifice little except their own time if they format
manually. By contrast, in OOo Writer, by formatting manually without
using styles, tasks such as adding a different header or footer become
a matter of laboriously adding page breaks. In general, Writer
pressures users to format with styles for anything beyond the simplest,
shortest of documents.
Like most word processors, both OOo Writer and
Microsoft Word have paragraph and character styles. However, Writer
consistently allows more control, offering settings for hyphenation,
automatic page breaks, and the last line in a fully justified
paragraph. The only advantage that Microsoft Word has is that its
dialog includes a keyboard assignment for a style, something that in
Writer requires opening a second dialog after the style is defined.
Moreover, Writer extends the concept of styles to
frames, lists, and page styles. Write automatically uses many styles in
each of these categories, but the ability to tweak them gives Writer
basic to intermediate desktop publishing capabilities.
Writer's page styles are especially useful for
designers; beginners are often baffled by them. The largest trouble
spot is the pre-defined Left and Right page styles, which add blank
pages to even out the page count -- a feature useful in hard copy, but
easy to miss when exporting to PDF. By contrast, beyond including
Themes for basic page layout and page borders, Microsoft Word has no
concept of page design at all.
In their latest versions, both Writer and Word use a
floating window entitled Styles and Formatting for applying and
managing styles. In Microsoft Word, this is a new feature, replacing
the cumbersome Format > Styles menu item -- and one of the rare
examples of Word being influenced by Writer, rather than the other way
around.
The Styles and Formatting floating window is similar
in both programs. Both can float or be docked to one side, and both
allow multiple views that help in locating styles. OOo's views are
especially helpful, including not only the All, Applied, and Custom
views of Microsoft Word, but also Hierarchical, which offers a tree
structure that shows at a glance which styles are based on which, and a
number of general categories, such as HTML and Chapter.
Word's major innovation in the Styles and Formatting
window is displaying formatting using each style's name within the
floating window, just as both programs do with available fonts. This is
a welcome addition for character styles, but seems pointless for
paragraphs, because the sample is too short to be useful and too easily
obscured by indentations and changes in size. Word's Style and
Formatting window is further weakened by the fact that, while basic
format choices are available in the main windows, for details users
must fall back on the drop-down list of categories that made its old
Styles window such a frustrating exercise in mouse-clicking. Writer's
tabbed window remains much more convenient for style design.
Verdict: OOo Writer. While manual formatters
object to its extensive use of styles, Writer's enforcement of style
use gives the program much of its power. Microsoft Office 2003 is an
improvement over earlier releases, and includes some features that OOo
Writer lacks, but its implementation of styles is generally more
limited and less powerful.
Templates
Templates are documents saved so that other
documents can be based upon them. This is a time-saving idea -- but in
Word they cause endless problems. In particular, formatting options
seems to be stored in both the template and the document. If the
information in the template and the document differ, then the document
is corrupted and often unusable. This close relationship is further
strained by the fact that Word also allows multiple templates to be
applied to a document.
Another problem, especially in group environments,
is that the style window encourages users to select the prominently
displayed "Add to template" button whenever they make manual changes.
Since many users never stray beyond the default template, this feature
-- presumably intended to help keep documents and templates in sync --
can cause other documents to reformat spontaneously when the user next
opens them. It also means that the default template often differs on
different workstations. Notoriously, Word users can never be sure how a
document will look on another machine.
By contrast, Writer's handling of templates seems
specifically designed to avoid such problems. For example, the
relationship between templates and documents is looser than it is in
Microsoft Word. In Writer, a template determines only the initial
formatting of a document. A link is maintained only to give you the
option of updating the document with changes to the template. However,
users can ignore this link because the source of formatting information
is the document itself.
OOo Writer templates cannot be altered from within a
document based on them, and the default template -- not the same thing
as "template set as default" -- cannot be changed. Nor can more than
one template be loaded into the same document. Instead, users must
choose Format > Styles > Load to modify a template with the
settings of another document. The result of these arrangements is that
file corruption is much rarer in Writer than in Word.
Verdict: OOo Writer. The problems with Microsoft Word templates have been known for years, and are badly in need of correction.
Outlining
For document outlines, Microsoft Word uses the
Outline view, while OOo Writer uses a floating window called the
Navigator. As the name suggests, the Navigator's main function is to
help you jump to key points in a document, such as a heading, a table,
or a graphic. From this use, it is a small step to outlining.
The problem is that Writer's Navigator is less
flexible than Word's Outline View. Navigator allows only levels of
headings to be concealed, not individual headings. Nor does it display
body text styles, unless you customize Tools > Outline Numbering.
Even then, Writer has no word wrap, so viewing more than the first line
of a body text style with Navigator is often impossible.
Verdict: Microsoft Word. Many people will
find OOo Writer's Navigator adequate for outlining, but dedicated
outliners complain about its limitations.
Bulleted and numbered lists
Although lists are somewhat more stable in Microsoft
Word 2003 than in earlier versions, rearranging list items or nesting
lists can quickly corrupt the numbering. Applying lists via a style can
make them more stable, but a better solution is to use SEQ fields to
restart numbering. The best solution of all is to use fields for every
bullet and number, but that requires recording a series of macros so
that you don't need to insert each bullet or number manually.
OOo Writer sidesteps these problems by adding all
numbers or bullets inside a field. With bullets and numbers safely
contained, list items can be rearranged with few permanent problems.
Another advantage of Writer is that it creates list
formats in a separate style that users can then assign to any number of
paragraph styles. This separation not only allows list styles to be
re-used with different styles, but also provides the screen real estate
for an entire dialog window full of options.
Like Word, Writer offers bulleted and numbered
lists, as well as outline numbering, which uses a single style for
formal outlining. Both programs also offer a choice of bullet styles,
including special characters and graphics. However, Writer goes beyond
Word, with detailed options for positioning numbers or bullets, for
adding characters before or after, and for formatting them differently
from the list item text.
Verdict: OOo Writer. The list options for Writer are closer to those of FrameMaker than Microsoft Word's.
Tables
In earlier versions, Writer tables suffered from two
main drawbacks: They did not allow rows to break across a page or
column, and they could not be nested -- a feature often used in HTML
documents to create complex layouts. Less important, but even more
frustrating, number recognition was turned on by default, so that
entering numbers in a Writer table immediately aligned them with the
lower right corner. All these features have been corrected in version
2.0, and Writer tables are now a closer match for Word tables. Writer
has even moved tables from the Insert menu to a top level menu of their
own, which makes the resemblance to Word stronger.
Unfortunately, while Writer allows users to define
autoformats, the feature remains less flexible than Word 2003's table
styles. Admittedly, Word's table styles are limited, but Writer's
autoformats are remorselessly literal. For instance, if you create an
autoformat with 10 rows with alternate blue and black backgrounds, then
it is useful for only tables with 10 or fewer rows. Add an eleventh
row, and it has a white background -- and the entire purpose of the
autoformat is lost.
Writer fares better in its ability to perform basic
calculations. With a few small but annoying differences, adding
calculations in a Writer table is much the same as adding a formula to
a spreadsheet. This arrangement is much more convenient than Word's
arcane system for table calculations. Yet it is less likely to interest
users than formatting abilities.
Verdict: Microsoft Word. Writer autoformats
would benefit from allowing formatting patterns, and from actually
becoming styles, rather than non-editable patterns selected by the
mouse.
Headers and footers
For more versions than anyone remembers, Microsoft
Word has been haunted by a pre-WYSIWYG treatment of headers and
footers. In fact, neither is visible until a users selects View >
Header and Footer. Once headers and footers are visible, users must
turn to an awkward floating window for switching between them or
setting up different versions for beginning, right, and left pages.
In OOo Writer, headers and footers are a less
intimidating proposition. All headers and footers are visible in the
editing window. Unlike Word's, they can be edited using the full array
of Writer features. Employing multiple headers is simply a matter of
defining new page styles, and jumping to the current page's header or
footer is a matter of repositioning the cursor or using a keyboard
shortcut.
Writer also boasts two tabs of options for headers
and footers. These options include both positioning and design choices
such as borders, backgrounds, and shadows.
Verdict: OOo Writer. Microsoft Word's header and footer tool should have been scrapped years ago.
Indexes and tables of contents
In both Writer and Word, users can create indexes
and various tables of contents (TOC) from individual markers and a
selection of styles, but Writer includes more options. For instance,
you can assign index markers in Writer to several entries or apply them
automatically by creating a file of key words. Similarly, you can
customize TOC and index entries using a graphical representation of
elements that include lists, cross-references, and variables. Writer
also allows you to divide indexes and TOCs into columns, or give them a
background color or graphic. This ability to customize easily trumps
Word's pedestrian choice of options.
Verdict: Writer. As in many categories, Writer offers more design possibilities.
Cross-references
Unlike Microsoft Word's cross-references, OOo
Writer's cannot be built by selecting specific styles, such as heading
styles or captions. Instead, they rely on entirely on markers entered
in the text.
That said, neither Writer nor Word handles
cross-references particularly well. Neither, for example, allows users
to store introductory text for a cross-reference. The only alternatives
to typing each introduction is to store the introductions in the
Autotext or AutoCorrect features, or in the case of Writer, to create
user-defined fields for them.
Even more importantly, neither application
cross-references other files easily. In Word, bookmarks take the place
of cross-references between files. In Writer, cross-referencing another
document requires a complex workaround involving the Drag Mode in the
Navigator, or, in master documents, maintaining a list of references so
that you can add a cross-reference marker despite being unable to see a
source in another document.
Verdict: Word. Neither program comes
anywhere near the ease of cross-references in FrameMaker, but Writer's
support for cross-references remains inadequate.
Conditional text
Conditional text is a block that can be hidden or
revealed as needed. This functionality is most often used for
maintaining two versions of a document in a single file. For instance,
a technical writer documenting a basic and an advanced version of a
piece of software could set as conditional text those passages that
referred only to the advanced version. Before printing the basic
version of the manual, the writer could hide the references to the
advanced version and print only the passages that refer to the basic
version.
This concept is not supported in any way in Microsoft Word.
In earlier versions of Writer, conditional text was
supported only by use of fields that were hidden or revealed by a
logical statement. Since only a single line of the fields is visible at
one time, they were impractical for large blocks of conditional text.
Similarly, although Writer supported conditional page sections, users
had to visit each one individually to show or hide them.
Conditional fields and sections are still supported
in version 2.0. However, they have become obsolete with the addition of
a Hidden check box on the Font Effects tab for character and paragraph
styles. This new feature allows hidden characters and paragraphs to be
turned on or off without any need to locate them.
Verdict: OOo Writer, by default.
Master documents
Master documents are collections of files that allow
users to work on smaller and more responsive files. When the smaller
files are finished, the master document collates them for publication.
At least that is the theory. In Microsoft Word, the
practice has been different for almost a decade. Years ago, on the Word
MVP site,
John McGhie
wrote, "A master document has only two possible states: Corrupt, or
just about to be corrupt." Microsoft Word 2003 does nothing to change
that harsh summary. Although McGhie's statement has been challenged,
the only way to avoid either state in Word is to avoid using every
feature that makes a master document handy.
In Writer, the theory and practice of master
documents are much closer. As with FrameMaker's book files, users can
manage a master document in Writer from a special view of the
Navigator's floating window. Because of its small size, this Navigator
view is much easier to use than Word's outline view for a master
document.
However, the strongest resemblance to a FrameMaker
book is in stability. I have managed several Writer master documents of
more than 500 pages, many peppered with screen shots, and never had a
crash. The only down side was the unavoidable slowing of response when
reaching the limit of system memory.
Verdict: OOo Writer.
Drawing tools
In version 2.0, Writer has a drawing toolbar that is
a near clone of Word 2003's. Both offer small libraries of geometrical
shapes and callouts for diagrams. The resemblance is so close that
Writer goes so far as to take a step backwards by replacing its earlier
versions' Fontworks tool with the more cumbersome Fontworks Gallery, an
imitation of Word's WordArt Gallery. Fontworks is still available, but
users have to know that it is there, and hunt it down in Tools >
Configuration before they can use it.
The drawing tools in both programs are adequate for
simple graphics. However, Microsoft Word benefits from the availability
of Visio as part of its office suite, while OOo Writer offers a richer
choice of general graphics tools in OOo Draw.
Verdict: Tie. Nothing in the drawing toolbar
for either program stands out. And if Visio is superior to anything OOo
has for charts, Draw's graphical manipulation is beyond anything in
Microsoft Office.
Unique tools
Microsoft Word has several tools that OOo Writer
lacks. Most of these are in the Tools menu. Research combines a
thesaurus with links to other data sources such as Microsoft Encarta,
while Translation is available under the Languages submenu. The Tools
menu also includes Online Collaboration and Shared Workspace tools, as
well as a grammar checker attached to the spell checker.
None of these tools has a counterpart in Writer, although an add-on macro that connects to Wikipedia gives the functionality of Word's Research. Nor does Writer have multiple clipboards like Word.
Writer's unique tools include wizards for automating
support for additional languages and for downloading and installing
free fonts. However, Writer's strongest unique feature is built-in PDF
export. In version 2.0, this feature has been enhanced to give users
some control over export settings, and to allow the creation of PDF
files with bookmarks and links. Of course, Writer has fewer PDF options
than Acrobat itself, and it cannot edit PDFs. Some users complain that
Writer produces larger PDF files than other alternatives. Still, within
these limits, the new version of the PDF export tool makes the purchase
of Acrobat unnecessary -- even if you happen to run on a platform that
it supports.
Verdict: Tie. Although Writer's unique
features seem more practical for most users, Word's unique features are
still ones that OpenOffice.org might consider imitating some day.
Conclusion
OOo Writer scores most of its victories in features
that make the creation and maintenance of highly formatted or long
documents easier. This pattern is not accidental. According to
Elizabeth Mathias
of Sun Microsystems, the documentation of OpenOffice.org has a long
history of being written in Writer itself. As a result, the program's
developers had the incentive to include the tools they needed. This
legacy continues to give Writer advantages over competitors like Word.
That is not to say that Writer is a perfect program.
Its interface is wildly inconsistent. Some features, notably
cross-references, can most kindly be described as lacking. And in
version 2.0, the attempt to imitate Microsoft Word hides several useful
features.
Yet, despite these shortcomings, OOo Writer is not
only as fully developed as Microsoft Word, but often superior in terms
of features and stability.
Several years ago I concluded "Opening Up to
OpenOffice.org" by saying, "OOo Writer outperforms Microsoft Word in
almost every way." With the release of the version 2.0 beta, that
statement is truer than ever. At its worst, OOo Writer is an adequate
alternative for Microsoft Word. Most of the time, it is a superior one.
And the greater your need for page design features or long document
handling, the greater that superiority becomes.
Bruce Byfield is a course designer and
instructor, and a computer journalist who writes regularly for
NewsForge and the Linux Journal Web sites.