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. There has been a rather seismic shift in recent weeks in the world of music notation. As you may have heard, Finale music notation software is being sunset (what a pleasant term) by its parent company MakeMusic. This has caused a large outcry, lament and shift in this corner of the music industry. Finale was/is a beloved, at times thoroughly frustrating and long-standing piece of software with thousands of users over the last 35 years. It’s quite an achievement to have a software platform last this long, go through so many various updates in computing in general and the music industry at large. Finale, along with Sibelius and other programs during the 80s and 90s, really brought the music engraving world into the digital age and fundamentally changed the job of a music engraver and copyist, just as much as it changed the creative workflow of composers, arrangers, and orchestrators.
The surprise timing of this announcement was met with shock, sadness, resignation, and I think, some excitement. I have heard from dozens of my clients who work in Finale, wondering what to do now and what to do going forward in the near-term and the long-term. First, let’s go over the facts and dispel some of the panicked concerns I’ve heard from many:
What all the above DOES NOT MEAN:
Knowing all this, the next question is, now what? MakeMusic has partnered with Steinberg to offer a crossgrade to Dorico, and Avid, the parent company of Sibelius, has now matched this offer. MakeMusic is making the case that Dorico is the logical successor to Finale, in terms of capability, functionality, and user customization of the program. Personally, this remains to be seen, but my initial work in Dorico is promising. I’ll post further updates on my progress in Dorico another time. My advice to my clients has been to, first, take a deep breath and slow down any decision making. As I mentioned above, Finale is not going away and if you keep your current set up the same, it will work, in theory, for as long as you want it to. Musicians in this area tend to not be on the bleeding edge of all tech advances and I’m sure many are not running the latest OS on either Mac or PC, so there’s no immediate danger of waking up and all your Finale files being inaccessible. Whatever may be in store for you and your future workflow or notation program of choice, begin by assessing what you actually need, not only out of your current set up, but how to deal with any sort of archive you have. Many of my clients have asked whether they should completely convert their older Finale files into Dorico files. I would not rush to do this. First, make sure you have good backups of all your files, finale or PDFs (this is really important). Next, if you have not accessed a file in 5 years or more, are you really worried about needing in the future so desperately that it needs to be completely re-engraved today? Probably not. What may be a good idea is to export a xml file of the score to have that to go along with your finale file and PDFs. That way, you have access to the notation in whatever form you need, whenever you need it. However, converting files via xml to another notation software does not mean it will load in perfectly without having to edit anything. Also, any formatting in linked parts, etc., will not copy over. So, you will essentially be starting over again on each piece. Next, and this is a highly personal decision, decide if it’s worth learning a new software. I often compare learning a notation software to learning an instrument. You can learn basics fairly quickly, but mastery can take years depending on how much you use it. If you are a composer largely working on your own self-published pieces, then you may be fine working in Finale for the next 3-5 years or longer. Again, there is nothing about Finale today that will completely stop working in the future (depending on your OS, etc.). No one knows for sure if some random security update will interfere with Finale, but it seems like if you keep things as they are, you can just keep using the software. Even publishers and other larger companies shouldn’t feel the need to rush out and change everything today; there’s no advantage. Another question I have gotten frequently from my clients since this announcement is if Dorico is the best option to replace Finale. It may be, but it may not be the best fit for you and your workflow. Dorico does have more of a menu-based workflow and settings structure like Finale, but that doesn’t necessarily follow that it’s the best option for you. If you are writing mostly small ensemble or single instrument pieces, chord charts and rhythm parts, etc., Finale had way too many features and functions that you would never use. The same would be the case of either Dorico (specifically Dorico Pro) or Sibelius Ultimate. Both Dorico and Sibelius have less expensive versions and even free versions of the software that may do all you need. The learning curve on these versions will be much less as there are not as many features and functions in these versions as there will be in the top-tier versions. Also, there are several iPad-based options, like StaffPad, that can give you great features and ease of use without the high initial expense in time and money of these other programs. So, what is the plan for Engraver’s Mark Music and how best can we serve our clients in this new reality? First, we are continuing to use Finale, the latest version 27.4.1, today and will continue to do so for as long as the program remains viable. We maintain an archive, both onsite and off-site, of all files associated with everything project we work on so you can feel secure knowing whatever work we have done together in the past is still available to you. We will continue to share our Finale files with our clients at the end of the project, for no additional fees. Many music preparation companies do not do this or charge extra fees for source files. We do not; never have, never will. Our team is currently putting Dorico through its paces and learning the new workflows and processes we need to ensure our clients have the best experience in the program and the best final product from the software. We currently offer engraving, editing, copying in Finale and Sibelius, and will bring Dorico online within the coming months. Our clients who wish to learn or work in Dorico for future projects with us can be assured that we will be ready and able to accommodate that and bring our full knowledge and experience to each and every project. If you have any questions about steps forward for you and your music in this new era, please reach out to use here and let’s start a conversation. If you are looking for a great writeup on this, check out this Scoring Notes article. It gives some good insight into the history of Finale and how it got to this decision. “Behind the Score” For the 3rd installment of my series on template design, let’s look at some more “behind the scenes” functions that can give your template new functions and possibilities. If you haven’t read the previous two posts on this topic, I highly recommend you start by reading those first, as they cover more general topics and philosophies behind the design and ultimate implementation of your template. Blog #1 – Template Design Blog #2 – Use the Right Tool for the Job I often encounter files where whoever created and uses the template spent a great deal of time making sure that everything looks great on the main score. All the elements are perfectly placed, font choices are consistent and clear and a whole host of other features are in evidence. So, the job is done, correct? Well…. Not quite. Having an amazing looking score is great foundation, but if the further functionality of the file in terms of how the parts are formatted is ignored or overlooked, then the job is only half finished. As we discussed before, when you place an expression on the score in Finale or Sibelius, you need to use the right tool for the job. You can have an element on a score like a tempo marking that looks perfect on the score, but if that marking was placed using the wrong tool or category, then it ultimately will not function properly for the parts. Just think, on a large orchestral score, there could be 30 individual parts that will need to be accounted for and if an element that is supposed to show on all 30 of those parts does not, that is going to cause you a lot of headaches and unnecessary work. Even on a smaller score, having to reinput different elements for only a few parts is tedious in the extreme. The next consideration is how many parts there will be. Sounds easy, right? It’s the same number of parts are there are staves in the score. Or is it? Look at the screenshot from a large orchestral score. This woodwind section is (admittedly) very large. There are 12 staves just for winds. But how many parts are there? Actually, there are 24 parts to format. The reason for that is players do not want to have to read multiple lines of notation to find their part. It is common and accepted practice for scores to combine multiple instruments onto a single line, but parts (if possible or unless otherwise specified) should not have multiple voices on them. So, how can we design a system where a single staff can be made into multiple parts AND do so without changing the original staff? While this may sound tricky or impossible, there are a few good methods to achieve in either Sibelius or Finale. And there is one method you should ABSOLUTELY NOT use, and I’ll explain that too. My preferred method is to use additional hidden staves. Check out this screen or the same score, but this time with the hidden staves revealed. As you can see, right below the Flute 1, 2 staff are two separate Flute 1 and Flute 2 staves. These staves are hidden in the main score and only used for parts. You can hide staves in Finale by using the Staff tool, double clicking the staff you want to hide and selecting “Force Hide staff” and select “In Score view”. Now, you can add additional staves to your template without changing the formatting or orchestration of your score. In Sibelius, you can achieve a similar function by us the “Focus on Staves” feature in the layout tab. That dropdown menu will show you all the different staves in a file and you can choose which ones to have visible on the score.
Once these additional staves are in place, you can copy the original part into both of those and separate out the notes for each part. There are multiple methods for this and which one to use greatly depends on several factors, including the complexity of the music, how you want to handle cues in the different voices, etc. For Sibelius, you can highlight the source staff, go to Note Input/Explode, and then select the staves you want the music to go into. Bam! Done! In Finale, you can use Utilities/Explode, but I prefer to use JW Staff Polyphony to help split the voices or to copy the source music into the new staves, and then use TG Tools/Process Extracted Parts and select the appropriate voice for the staff I’m working on. The benefits from using this hidden staves method will pay dividends repeatedly down the road for you. Now, you have the original source music intact and can refer to it while making any number of changes to the individual parts. Later, once you have formatted your part for the top line notes, in this case Flute 1, often you can use the copy part layout function in both programs as the 2nd voice, Flute 2, will need the same formatting as the 1st voice. That means you only must format one part and then you can reuse that formatting again without having to go through all steps twice, a huge time-saver. One method that you SHOULD NOT USE is to extract the original part into a separate file and then format. This method was the only one available before Sibelius (with dynamic parts) and Finale (with Linked Parts) added this functionality well over ten years ago. Using this method will create dozens of extra steps and redundancies that waste time and are terribly inefficient. There are a few very special circumstances where it may be necessary to extract a part as an entirely separate file, but those are very few and rare. If you are using a part extraction method, I urge you in the strongest terms to not use this method any longer. You are wasting your time, creating additional opportunities for errors to creep into your music and missing out on tons of benefits from having your parts linked to the original score. Just like building a house, a good template is built on a strong foundation and a lot of the most important features are where you can’t see them. The more time and consideration you give to every step in the process from initial note input to final editing will yield benefits that multiply over the time you are working on the specific piece of music and over the months and years you use your template. As always, if you have questions, need advice, want to schedule a time for a custom template consultation or need a template designed for you next project, please contact us here are Engraver’s Mark Music. We have the tools and experience to help with any project, big or small. One of the standard tasks I get asked to do as a music engraver/copyist is to take someone’s finished score and format the parts either for a recording session or live performances. Simple enough, right? Well… sometimes yes and sometimes no. Often, I have found that while the composer or orchestrator has spent a great deal of time thinking about and formatting how their scores will look, they have not really considered the needs of the parts and the formatting thereof. So, this brings up an interesting dilemma for those of us in the music engraving world: Should I, no matter what condition the file is in, good or bad, perfect, or lacking, automatically copy everything into one of my own templates and then proceed OR should I make it work with the file I’ve been given? This is a rather complex question and can have many potential answers depending on the situation. I’ll do a deeper dive on this question in another blog post. For this exercise, I’ll say our client used Finale version 26. Let’s also assume the file you have is in good shape, i.e., all elements of the music seem to be input correctly and all things are in the right categories and places, etc. The next step is to assess the end goal of the parts. Do you know the page size that is required for the given scenario and other considerations? Once all this information is gathered and established, you can now proceed on to formatting parts, right? Oh, not so fast. In Finale or Sibelius, the standard look and feel of the parts is already in the document menu and if it doesn’t match what you need, you’ll have to change it. In Sibelius, just go to Parts/Part Appearance/Configure All Parts. From here you can set page size, staff size and a host of other features that all affect all the parts in one go. Super helpful. For Finale, go to Document/Page Format/Parts. This window gives you the ability to preset all the default options you’ll need for all the parts. Now, let’s assume the default page format in the file you are using is letter size and you want to use either A4 or 9x12. Do you have to go through every linked part and change the page size? No! If you have changed the default page size, then just go to Page Layout tool/Redefine Pages/Selected Pages of Selected Parts/Score. Then select all your parts and click ok. Bam! Everything is now in the correct page size. There are lots of other features in the Parts Format menu in Finale for you to establish the default page margins and staff size as well. Again, depending on your situation, your page margins and staff sizes need to be set to very specific values. Knowing what all those are for any given music project is one of the jobs of a good music copyist. If you are only doing this on one chart, it’s easy to just type in all the values, click ok and move on with life. However, what if this is a major project, with multiple files to adjust. Do you want to be typing all that information in every time? That would be annoying and time consuming. Instead, use a script that will do it all for you. And before you get freaked out that you don’t know how to use FinaleScript or another macro program, never fear! I have provided a zip folder that contains FinaleScripts that will do it all for you. The macros will set up default part format to either A4 or 9x12, a staff size to 7.8mm and page margins at around ½ inch. In the folder you’ll find versions for both Windows and Mac. To copy the scripts into your FinaleScript folder, please reference this webpage for Mac and this webpage for Windows. Click on the “To Share a Script with other Finale users” and this will show you the steps to find the folder on your computer (also go to your preferences window, then folders) where the FinaleScripts are stored. Open that, and then copy appropriate script there. Restart Finale and all should be set to go. * A note on the number values used in these scripts. I typically use EVPUs as my measurement unit of choice. Yes, I know it’s a strange numerical value and can be slightly subjective depending on you monitor set up, however, its’ easier for me to remember whole numbers than a lot of decimal points. Typically, if I am setting up a template to have very specific measures, whether in inches or millimeters, etc., I will change my measurement unit to that, set all my defaults I want in the correct values, and then switch back to EVPUs. The measurements will still be the same, but the numerical value will look different and be a bit easier for me to remember. If you are using another measurement unit, that’s totally fine, however, you’ll need to go into the scripts and adjust the numerical values accordingly. Or, switch your measurement unit to EVPUs before running these scripts and then switch them back to your preferred one after. Contact me for help on this. I offer Finale instruction for $60 per hour if you want to dive deeper on this kind of feature. I have tested these scripts on all my systems and other members of my team have used them as well. They were written in Finale v26, but can be used in other versions, like Finale v25, though you may have to adjust the script. As with anything freeware, use at your own discretion and I cannot guarantee results. * (for more information on this, check out this blog post from Scoring Notes and this post here at Engraver’s Mark Music) Now you have an easy, repeatable way to adjust default part page parameters in any Finale document! As always, if you need advice or assistance with any music engraving, copying or printing project, contact me and let’s start a conversation! ![]()
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AuthorSammy Sanfilippo, CEO of Engraver's Mark Music Archives
January 2025
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