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I’ve written at some length about designing notation templates (read some previous blog posts here), but now I want to explore some general guidelines on using your templates for various projects. But wait, you say, I thought the whole idea of creating a template was to use it for every project, in the same way, every time. Or is this some strange grammatical puzzle? I promise you, it’s not a trick of English grammar (there are enough of those already), or that I’ve led you astray on my template recommendations. Let’s dive in.
What really affects the way in which you use a template starts with two factors: 1) Where is the project starting? (There’s a sub-question here about what role you have in the project, but I’ll cover that another time.) 2) What notation program are you using? The first question is concerned with what format the notation starts. I know a lot of composers still begin their works with pencil and staff paper, sketching out ideas and melodies here. If this is where you are starting, whether you are the composer, arranger, orchestrator, or copyist, then the answer to the second question of which notation software you use is a personal preference. Any full-featured notation software will do, and if you have a template all set and ready to go, just start inputting your notes and you’re off and running. If you are starting your sketches in a notation program from the beginning, then the process is the same. Starting the notation process here is an example of working “in” a template, meaning you have created the template to be an environment in which you work, and everything started and finished in this template will now have all the characteristics and functions you want since you began the process in the template. Where things become less straightforward is a situation like this: what if you are given the task of updating an existing notation file? In this case, the notation may come to you in various conditions and needs to be revised and modified. This is primarily where I start on a project; a composer, arranger, orchestrator, etc., has a piece of music that needs to be cleaned up and formatted properly for the specific use. If this is where you are starting, reinputting the entire piece by hand would likely be impractical or impossible given the time or budgetary constraints of the project. This is where the question of whether you rework the piece “into” your template or impose “onto” the piece the settings from your template comes in play. For a Finale user, this is a job for copying the original piece into your template. For shame, you say! Once I copy this other piece into my Finale template, the articulations may not match the settings in the template, and the expressions are all wrong and using the wrong settings! How is working in a template helpful when what you’ve copied into it looks wrong? Relax, breathe… Finale’s expression menu and articulation design menu make it easy (to a degree) to correct this. For example, let’s say you have a lot of different text directions, like pizz. or arco, that are not using the correct font style or placement now that you’ve copied them into the template. All you need to do is go into the expression menu, find all the different texts you copied in, move them to the correct expression category that has the settings you want, and then click the dropdown menu to reset font and position, and then you’re done. Go out of the expression tool, highlight the staves you want, and go to utilities/change/expressions… and hit ok to reset the position of all the expressions. Now, these will use the correct fonts and have the correct spacing as if you had created them in the correct expression category to begin with. You can also do a similar method in the articulation menu. If there is a staccato marking from the old file that isn’t the one you want to use, simply select it, delete it, and then from the pop-up menu, select replace and find the correct one you had in the template already, hit ok, and then all occurrences of that articulation will be the one you originally designed in the template. Go back out of the articulation tool, highlight the staves you want, go to utilities/change/articulations, reset the position, and everything will now appear as you originally intended. If you are a Sibelius user, the concept of copying into a template also works, but the process of resetting different elements changes. Once you’ve copied in the notation, highlight what you want, and go to the appearance tab and select reset design and reset position. These should generally update everything to look and behave like the settings you already have in the template. If you have lots of custom font styles for symbols and other elements, it will be a longer process to get those looking exactly as you intended, but it’s still possible. A new and often better method is to import an old file into your template using the file/import function. From this menu, you can assign the existing staves to the corresponding instruments in your template and keep the settings from your template (make sure to uncheck settings that import the house style from the old file), and away you go. There is still a good bit of updating to do after this, but this is a very useful method. Sibelius also offers a way to impose your template settings onto an existing file by using a house style. First, go to your template file, export the house style, and then import it into the file you are updating. Once you do this, follow that reset procedure from above. A house style will take settings and presets from your template file and superimpose them onto another file, making the settings in this old file the same (largely) as your template. In my experience, this isn’t a foolproof method, but it does work and can be a great way to import all the various settings from a template to a new file without having to go line by line and find them all and change them. Where Finale uses a “copy into a template” workflow, and Sibelius can use either a “copy into a template” or “impose settings from a template onto a new file” option, Dorico squarely falls in the onto camp. The limitations and imperfections of the import house style function in Sibelius are completely absent from Dorico. Dorico’s library manager feature is incredibly powerful and user-friendly. First, open your template and navigate to Library> Export Library. Save the file. Now go to the piece you’re updating and go to library/library manager. From her,e either select that library file or drag the icon of your Dorico template file into this menu. Dorico will now have a long list of all the various settings in the correct file that don’t match the library from your template. Simply click to change all the settings you want (or click the major categories of notation options, engraving options, layout options, etc.) and Dorico will take care of the rest. It’s very effective, and I’ve found it to be seamless in almost all instances I’ve used it. Next, you can also import page template sets in engrave mode (again, export these from your template), and you can use them in this file. Now, all the engraving, notation, and layout settings and your page templates are the same in the old file as your template file. Ok, I know that was a lot to digest, but as you can see, depending on which notation software you are using and where the project begins can change how you use your template. Remember, your templates aren’t just a file; they should contain concepts, workflows, and ideas that can be used on any file. This makes your template more useful and flexible, saving you time and headaches. Got questions, contact me and I’d be happy to help. As we continue to venture into the twilight of the sunset of Finale (is that a thing…I don’t know, it sounded cool though), I wanted to write a sort of retrospective, a plan going forward, and encouragement to all the Finale users out there. This is not the end of the road by any means for Finale; for context, I just completed 3-4 major projects using Finale in the last month, but this is certainly the time to make some plans for the day when whatever OS you are using/updating to will render Finale unreliable or inoperable.
First things first, if you haven’t already, please read the fantastic articles on ScoringNotes about all the various ways to archive your finale files, export xml files, and get yourself ready for a new software. Engraver’s Mark Music can also help you there, too, so please reach out and let us guide you through this transition (if you need to make one). Also, re-read my blogs about this very subject. We have long used Sibelius and Dorico and can make all the transitions smooth and easy. As I’ve thought about my over 25 years (and counting ) of using Finale), there’s a common theme I’ve come back to again and again when talking with people about the program and how it compares to the other major notation software options, Sibelius and Dorico. In short, the majority of users want to know “what the program does for me,” so I don’t have to. All of these programs do amazing things for us and save us countless hours of writing things out by hand, erasing mistakes, and re-copying everything. Truly, none of us could possibly accomplish that amount of work done in a day now compared to 40 years ago. I hand-copied a couple of projects early in my career, and it was awful. All these programs do so much for us that I think we sometimes lose sight of just how much times have changed. From my perspective, Finale can do/be anything you want it to be. HOWEVER, it will not necessarily help you get there/do everything (or anything) for you. Seeing the more modern advancements from Sibelius and Dorico in the last few years, this gap became much more obvious. There are so many functions and possibilities with any notation software that it’s nearly impossible to master them all, and Finale was certainly no exception. The UI was dated; they clearly gave up on making any advancements with the mixer window and other features; it had its faults. But where Finale shone is that it could do anything, provided you put in the time. The consistent look and feel of way certain tools and functions work is, to me, still superior to either of the other notation software options. At the same time, I fully acknowledge there are so many things I prefer to do in Sibelius or Dorico. Having used all 3 of the major programs for years now, I find that I love one feature or workflow in a particular program and get frustrated trying to do the same thing in one of the others. It’s natural; we all have our preferences and functions within the programs that are more important/useful than others. As a copyist, there are functions I use hundreds of times a day on a project that an orchestrator or composer may not use at all, and vice versa. If you are a Finale user frustrated by something, I hear you, I see you; you’ve got company. But Finale was/is, in lots of ways, more flexible than other options. Again, it could be anything. How much help it gave to get there, that’s the question, and the biggest complaint I hear from people. In an upcoming blog, I’ll dive deeper into my favorite features and concepts in each program and rant a bit on my pet peeves on each, but for now, the best thing Finale taught me and challenged me to do was to try and find new ways to work out a problem. You had to do this constantly in Finale, but once you mastered something and worked out a better way, it opened so many other possibilities. Finale forced me to embrace a new kind of creativity and solidified my belief that notation software programs should be treated as instruments, where each new skill builds on another, and you can accomplish the same task in multiple ways, and choosing which one depends on the circumstance. So, thank you, Finale, you frustrated the heck out of me more times than I can count. More importantly, thank you, Finale, for teaching me how to learn and explore new features and concepts. Someday, our paths will go our separate ways, but for now, I’ll enjoy this afterglow of twilight. One of the first things I do when starting to engrave a new piece is to decide which page size for the score and parts I will use. Sounds simple enough, right? Well, there are quite a few options and standards depending on the type of piece you are writing and the final use of the music, whether for publication through a publisher (who may have their own particular standards) or for a concert or other live performance or recording session.
The first thing I want to address is that it’s ok/fine/acceptable to use standard letter size paper in the US or A4 size elsewhere for scores and parts. Here’s my logic: if you have only a few instruments in the score and the staff size is large enough to be readable, then a standard page size will work. Do you see this page size in more professional settings, especially for conductors? No, not often, that’s true. However, if you are just using a score to produce a small group recording or to follow along with at a rehearsal for a string quartet or something like that, it will work perfectly well. To me, what makes a score or part work best is a readable staff size, regardless of the page size it’s on. Yes, having a larger page size will allow you to use a larger staff size in general, but if you can get the music on the page in a way that works for you and those who will ultimately use it, then all is well. Now, with that out of the way, here are my recommendations for both scores and parts:
Scores and parts are also formatted in portrait orientation. The only places I see any use of a landscape orientation in in big band scores, which traditionally use a landscape format, or sometimes new/avant-garde music where the notation style is (by and large) non-traditional and the formatting is best served with a landscape orientation. Now that you have your page size for the score and parts set, here are the binding methods that work best:
If you need help in choosing the right page size for your project, please contact me, and I can walk you through all the different considerations. Also, Engraver’s Mark Music has custom templates in Sibelius, Dorico, and Finale, all set and ready to go for many different page size combinations of scores and parts, so your music can be engraved and formatted from the very beginning with the end use in mind, with precision and efficiency throughout. If you are looking for even more details, here’s a link to a Scoring Notes post from several years ago. It’s a New Year and many of us are learning new things, like exercise routines, cooking techniques, or obscure hobbies like extreme ironing (yes, it does exist and thanks to the internet, we now all know about it). Even in our little corner of the music industry, music engravers are trying out new techniques, technologies and practices. This year, I’m certain there are more people doing this than usual, given the announcement last year of the sunsetting of Finale.
(read more on my take on that here and what you should do). A question I’ve been receiving a lot from friends and clients alike is how do I go about learning one of these programs? Should I just dive right in on a project already in progress, or watch endless tutorial videos or even just experiment in the program till I learn something? All these approaches may yield some results, helpful or otherwise. However, having learned 3 notations programs (Finale, Sibelius and Dorico), I’d like to offer a roadmap of sorts to navigate your way through the beginning frustrations to the calm peaceful pastures of total mastery (well, ok, at least to having a vague idea of what’s going on in the program). First, and this is a more philosophical mindsight, you need to treat these programs like musical instruments. This sounds a bit strange or over the top but let me explain. Much like practicing and playing an instrument, there various ways to approach any given technique or skill that you want to master. Yes, there are basic skills that are used repetitively, but the application of these skills in each given playing situation may be slightly different. Learning and practicing scales is a great example of this; you can play a scale in many different fingerings, tempos, rhythms, or styles based on the music you are playing, but you are still just playing a scale. A notation program, especially ones as powerful as Finale, Sibelius and Dorico (and Musescore to an extent) have various ways that you can achieve the same look on the page, but use different tools, techniques or processes to make it happen. This ability to use the program in various ways is/was especially pronounced in Finale, where there could be 4 or 5 ways to achieve the same result and choosing which one of the methods to use took experience and practice to learn. This flexibility and vast quantity of possible uses is great for someone like me, a professional engraver and, understandably, frustrating for a novice or those just learning the program. Sibelius and Dorico both have elements of this, Dorico perhaps a shade more than Sibelius, but again, all have the flexibility to be used, modified and adapted to all sorts of uses. Another way in which learning these programs should be approached like instruments is that it will take time to learn them. If you imagine that you will be completely proficient at an instrument in a matter of a few lessons and rehearsals, that would be absurd. Of course you wouldn’t be! As I’ve mentioned in the last paragraph, how could you possibly have the experience on an instrument/program to choose between various methods to achieve a goal with such limited experience? You can’t and to expect to be is folly. Take your time, try doing the same thing in different ways, ask others with grater mastery; these are all practices we would expect to employ when learning a music instrument, and therefore we should use them when learning a notation program. There is so much to learn and try so take your time. Ok, now some practical steps. Here’s the method I have employed to learn and grow in mastery of each of these programs. 1) Read at least some of the manuals. Yes, I know, they are tedious and boring, but there are tons of information in there and if you can gleam enough about the underlying philosophy of how the program was built, it will save you hours of frustration trying to get the program to think like you do. Especially in the beginning, you need to learn how the program thinks and then use that method. Once you have learned enough about the program, then you can slowly adapt it to your preferred workflow. 2) Almost of all the manuals have practice projects that introduce escalating concepts and tools. Use these! I know, it can seem crazy if you already know another program to start at the very beginning with simple tasks, but you must learn how the program works, not how you THINK IT SHOULD WORK. Again, you can’t change or modify something, especially for the better, until you know how it works and then you can find places to improve it and your use of whatever tools it offers. 3) Engrave simple pieces. Start at Mary Had a Little Lamb; yes, I’m serious. Start there, remember what tools to use when, and what order to use them. Then add new elements to simple pieces, like chord symbols, more dynamics or articulations, change key, and new instruments, etc. Start small; don’t let your first project be a 10min full orchestra piece. 4) Progress to engraving more complex pieces, especially for instruments you do not play or are not as familiar with. My go-to repertoire for pieces like this is classical guitar music. There are so many layers, techniques, and elements in that notation that you will certainty get a great notation-focused workout just trying to recreate a one-page piece. Try choral music if you are mostly an instrumentalist. Try engraving a harp part (always tricky). There are so many elements and standards in various kinds of instrumental notation that you can explore and learn from and that makes learning all the corners of a notation program much more enjoyable and practical. 5) Try taking an old project you completed and like the look of and recreate it in the new program. This step helps to train you brain to adjust a previous workflow to the new environment while having something you are familiar with. Engraving new pieces from scratch is great, but reworking an old project that you are familiar with helps you to see how comfortable you are using the new program and what areas between the programs are different for better or worse. 6) Lastly, take another project where you were asked to update an old file or someone else’s file and go through all the same processes in the new program. This simulates more how I would typically work on a project (as a copyist, not a composer/arranger) so this may not be as useful to all of you. However, the benefit is that you learn to take someone else’s work and then have the goal of turning it into something else, which can help you explore different areas of the program and then learn best practices to undo and redo problematic uses of the notation software. As you get into the weeds on a new program, whether transitioning from Finale to Dorico or Sibelius (I’ll have more thoughts on that for you in another post later) or trying to learn new things about the program you already use, (don’t abandon Finale yet) try out some of methods. I confident they will help. And remember, take your time, mastery (whatever your definition of that is) takes time, and the underlying logic of one program or another may feel more natural to you and that’s ok too. As always, contact me if you have questions, need some more advice or a helping hand on a project. |
AuthorSammy Sanfilippo, CEO of Engraver's Mark Music Archives
January 2026
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