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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. 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. “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. In the 2nd installment of my series on template design, it’s time to start talking about more features and functions of a notation template. Now that you’ve established the basic structure, page sizes, staff sizes, etc., of the template, the next step is to dive deeper into the specific settings, defaults, and tools you’ll use when working with the template. Here’s where things can get confusing or overwhelming for a lot of users, but don’t worry, there are lots of easy settings and defaults you can change that will go a long way in making your template and your workflow smoother and the end results better.
In both Finale and Sibelius, there are menus that control the specific engraving settings for the notation. For Finale, go to Document/Document Options; in Sibelius, go to Appearance/Engraving Rules. These menus have dozens of different submenus and sections that control the look, placement, and function of elements like stems, barlines, staff lines, time signatures and a host of other features. Most of these settings are best left alone (unless you are very familiar with the programs or just like to tinker with things to see what happens) as these are set to defaults that allow 99% of music notation to look correct. However, you should get familiar with them all the same, just so you know where these settings can be changed, and what affect that will have on the look and feel of your notation. One default document setting I would change, however, on both programs is the relative thickness of elements like barlines and stem lines as compared to the staff line thickness. Generally, the barlines and stem lines in both programs default to the same thickness, or even slightly thinner, as the staff lines. However, the barlines and stem lines should be slightly thicker than the staff lines. This helps those elements to stand out from the staff to be more visible and easier to read. In Finale, go to the Barlines or Stems submenus in the Documents Options main menu and adjust accordingly. For Sibelius, go to the Barlines or Beams and Stems submenus in the Engraving Rules main menu. Just remember, a little goes a long way here, so adjust carefully; you can really go deep on all the various settings and defaults you can changes in these menus. As much as anything you adjust in these document options, what will make your template an asset to your workflow is making sure you use the correct tool for the job. I can’t stress this enough; no matter how many settings you adjust or what fancy notation you use, your template will only be as good as how it is used. For example, in Sibelius, DO NOT use regular boxed text and assume it is the same as a SYSTEM boxed text. Or assign a tempo change using the technique text instead of the tempo marking text. I have seen both mistakes made so often, even on great looking scores. The problem is that if you use the wrong tool for the notation element you are inputting, then there is no guarantee that it will work correctly, or always show up in the correct place in the score or any of the parts. In this example, if you intended the boxed text to be a section marking or some other text that would show up on each part automatically, it WILL NOT if you used the regular boxed text category as that only appears on the staff it is attached too and will not show up on any other subsequent dynamic parts. Same thing for the tempo markings. While they may look correct on the score, they will not function correctly, and you have just created a massive amount of work for yourself by not simply using the correct text style. Becoming familiar with the text styles and appearance options in Sibelius will help you learn the different uses of the dozens of text styles and how best to use them. Again, the defaults already in the program work great if you use them correctly. In Finale, many of the same issues come up with how people use the expression tool. Here, the different categories of each type of expression control it’s placement within the score and visibility in score and all the linked parts. DO NOT use an expression text or technique text for something like a tempo marking or vice versa. Another place I see mistakes in Finale often occurs when people use the lyric tool to input chord changes, or the measure assigned text function for chord changes or lyrics. Using any of these incorrect input methods is a recipe for major issues in your files. Especially in Finale, which is a tools-based program, using the wrong tool is a critical error. My last piece of advice for template design is to experiment with your template constantly. Once you have some settings adjusted or new defaults created, engrave something. What I do is take a piece of music I have previous engraved and redo it in my new template and compare them; what do I like about one or the other, what elements stand out, which one functioned better based on the result I was trying to achieve? How can you know how something will change the look or function of your template if you don’t try it out? I find it’s best to use the same piece of music to experiment with different template designs since you’ll be familiar with the piece and can then focus more on how your template functions, as well as being able to easily compare the final product. Remember, any settings you change in the document options menus for either of these programs are specifically tied to the file you are working on, no necessarily new program defaults for every file. So, you can always have many different templates, contemporary, or traditional looking notation fonts, or ones with completely different text settings as well. For a much deeper dive into the various tools in Finale, I recommend watching all the tutorial videos from Jason Loffredo’s excellent Conquering Finale series. For Sibelius, there are several great blogs out there, but I recommend going first to the Scoring Notes Product Guide and scroll down to the Sibelius section. Here, along with other notation programs, are dozens of blog posts and different links to all sorts of information and tips. If you ever need some help or advice on your templates, please reach out and contact us and Engraver’s Mark Music will be happy to help. We have templates that are customized for various ensembles and uses that are used every day by our team and are available to you. We’d be honored to help you design a notation template that enhances your creativity and saves your time and effort. |
AuthorSammy Sanfilippo, CEO of Engraver's Mark Music Archives
January 2026
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