Google Docs to Write Collaborative Proposals

by Kelle on January 6, 2011

Google Docs LogoRecently, the BD-NYC collaboration (me, Emily Rice, and Jackie Faherty) wrote an entire NSF proposal with Google Docs and it was AMAZING! In this post, I detail all the little things that we learned that will make it easier for you to get started using this tool. I’ve also whipped up a proposal template that shows off the final product and illustrates various techniques for figures and captions.
BD-NYC logo

The huge advantage of using Google Docs to write the proposal was that we could all work on the same document at the same time. There was never various versions floating around or emailing comments back and forth that would need to be laboriously incorporated. Instead, we highlighted sentences that we needed to discuss and left notes and comments directly in the text. You can even see the other people’s cursor and selected text so you can either avoid working on the same bit of text at the same time or watch another person’s edits in real time. A couple days before the deadline, we all edited and polished each other’s text. If we weren’t sure about the edit, we highlighted it and the used the sidebar chat to quickly come to a resolution. I think this simultaneous polishing by three different people got us to a high-quality final product extremely efficiently.

Features of Google Docs that Rock

  • Ability to upload a PDF and convert it to editable text. Yep, that’s right, turn a PDF into editable text. This was key for the Bio Sketches since a couple co-Is had existing ones that needed to be updated.
  • Ability to include figures. (Convert EPS and PDFs to PNG with Preview.)
  • Just enough formatting options. I find that with Pages or Word, I have too many styling options and spend way too much time fiddling. In Google Docs, there are just enough fonts and styles to choose from.
  • Docs ChatSidebar chatting. In the top right of the document, you see a list of the other people who are viewing the doc and you can initiate a chat right there. This was extremely useful in the final hours when we were all online at the same time.
  • Mobile editing. This feature wasn’t released before the NSF deadline so I’ve actually never used it. Looks like it would work in a pinch on iPhone and Android, but would be totally awesome on the iPad.

Figures

We found that the best way to get figures and captions to look nice was to use tables. See the template for details. Other tips for figures:

  • Add spaces between side-by-side figures otherwise they get flipped left-right in the PDF. (Sounds wacky, I know, but it happened.)
  • Get rid of extra space below table: Table Properties > Row > uncheck Set minimum height
  • Always resize figures with corners to maintain proportions.

Generic Tips

  • Use the built in heading styles and then create a Table of Contents. The TOC is very useful for navigating large documents and can be removed for the final draft. (Although I couldn’t figure out how to remove it completely.)
  • Add page numbers: File > Print Settings
  • Tweak the spacing: Format > Line Spacing > Add/Remove space before/after paragraph.
  • BEWARE: Line wrapping in editor is different than in the PDF.
  • We did references by hand. That is, we typed in “(Smarty et al. 2020)” in the text. I then created a custom template in BibDesk and just dragged and dropped to create the reference list (post forthcoming).

Drawbacks and Features I’m Looking Forward To

In order of importance to me.

  • Better pagination and accurate line wrap info in the editor. This can be very frustrating when battling with page limits because you need to generate the PDF to asses the length.
  • Text wrapping around tables.
  • Option to have chat beep when new messages are received.
  • Customize the heading style formatting.
  • Easier ways to incorporate equations. Right now, it’s doable, but clunky: Writing Equations in Google Docs
  • Google Account required. Some collaborators may balk.
  • Security/Privacy. (Full Disclosure: This is not something I give a crap about.) Yes, your documents will be in the cloud. Make sure you have a strong Google password and use the secure versions (e.g., https://docs.google.com/), especially if you are on a public network or unsecure WiFi.

So, there’s the low down on using Google Docs for writing a proposal, or some other document collaboratively. Has anybody else done this? Please share other tips or advice in the comments. I’m also curious if anybody has tried it but ran into some problem that made you go back to the ol’ fashioned way.

Now I can hear you all screaming, what about writing papers with LaTeX!?! That, I’m afraid is not as straight-forward. I’m looking into collaborative LaTeX options now and LaTeX Lab looks promising. If you’ve tried it, or found some other collaborative LaTeX solution, tell us about it in the comments.

Thanks to Sarah Kendrew for comments on an early version of this post.

{ 16 comments… read them below or add one }

1 Matt K January 6, 2011 at 8:38 am

I’ve tried Google Docs a couple of times for proposals, but some of the *ahem* older members of the team always had a strong resistance to it. It ended up being an emailed Word document.

One reasonable compromise for those situations is to work on Google Docs until the last week, then you process it into LaTeX (or Word) and revert back to the bad old ways. I’m impressed at submitting the Google Doc PDF itself, though. Good for you!

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2 Kelle January 6, 2011 at 9:13 am

Re: a reasonable compromise. I totally agree that reasonable compromises need to be found but I think that the Google Doc was the *most* useful during the last week for all the tweaking. I would suggest that the compromise be switching to the Google Doc *after* the document structure and content is clear and everyone is just working on making it better, rather than making substantive changes. The last week is also when people are most likely to be working on it at the same time and Google Docs basically eliminates the need to “merge” these changes.

3 Marshall January 6, 2011 at 11:02 am

LatexLab looks very interesting! Thanks for the tip. It seems like the Google command-line utilities (GoogleCL) could also be very useful here – it ought to be possible to write a little script to automatically re-upload your BibTex files and figures if they change, for instance.

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4 Michael Schneider January 6, 2011 at 11:27 am

Thanks for the detailed tips on making Google Docs formatting work properly, which I have found frustrating after using LaTeX. Do you have any thoughts about using distributed version control instead for collaborative document preparation? It misses the nice feature of watching each other’s edits in real time, but does leave a nice record of everyone’s comments and allows the use of LaTeX still.

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5 Kelle January 6, 2011 at 1:31 pm

The only thing I know about version control I learned from Tom’s recent series. I got the impression from the comments on Part II, that it might not be ideal for people to be working on the same document at the same time. But someone else should really weigh in here since I have no idea what I’m talking about and had a really hard time following that comment thread.

6 Jane Rigby January 6, 2011 at 3:38 pm

This is fascinating! I’m eager to hear what people have to say about LaTeX, since, aside from papers, many telescope proposal rules require the use of LaTeX templates. Or maybe that’s a rule that should change?

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7 Marshall January 6, 2011 at 4:33 pm

Any decent version control system will deal perfectly well with people editing the same text file at the same time (since after all, they was developed to allow programmers to do precisely that with source code). The only real gotcha is that most such systems look at edits on a line-by-line basis when it comes time to merge changes, so if two people edit the exact same line at the same time, generally you need to get a human to decide which to use for in the merged version. So in that sense, they don’t have the immediacy of Google Docs.

But if you’re OK with just getting changes every, say, 30 minutes or so, and trying to not have two people work on the exact same sentence at once, then they’ll work just fine.

@Jane – do you know if there’s a way to make in Word, etc., a template file that exactly fixes the document formatting and doesn’t allow end-users to change anything? I have the impression that the use of LaTeX templates is more to ensure consistency of formatting and prohibit playing too many games with margins and font sizes to make things fit, rather than any inherent preference for LaTeX itself…

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8 G January 9, 2011 at 6:38 pm

We sometimes edit on google docs and skype at the same time. We have had great results with this. One can talk and the other can write. No need to leave notes (but we do that also) you can discuss changes as you make them.

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9 Bruce January 19, 2011 at 2:15 pm

My collaborators and I use Google spreadsheets for keeping logs during remote observing when we’re located at different institutions and controlling the instrument via VNC – we have a template logsheet for Keck NIRC2 and OSIRIS, and everyone can edit and see it during the night.

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10 Jessica January 19, 2011 at 10:57 pm

@Bruce, that is a great idea. Any interest in posting the NIRC2/OSIRIS template logsheets somewhere for people to access? I can link to it from the wiki if you do.

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11 Wes Fraser January 24, 2011 at 12:24 pm

Nice post.

A quick google-ing of “google docs tex” brought up spartan-tex http://tex.uncg.edu/about.html

I haven’t had a chance to play with it too much. But I have just started a paper at the moment, and this seems as good a chance as any to step up and try it.

BTW – one benefit of docs.goog that I haven’t seen mentioned in the post or comments is the backup inherent to the system. Google, and all it’s services (mail, maps, docs, etc.) are all backed up, probably much more safely and carefully than most of us run in the office with rsync, timemachine and so on. In fact, the goog’s policy is to ensure your personal information is never lost (never say never). So if you don’t have a disorder against a gmail account, and don’t have bad password habits, I would argue that google-docs might be one of the most secure routes for document use that exists today.

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12 Kelle January 24, 2011 at 2:11 pm

Wes, hm, spartan-tex looks okay, but i dont think it has syntax highlighting since you just write the tex in google docs. I think Latex lab is the best option at this point: http://code.google.com/p/latex-lab/ If you do have a chance to play with one or both of them, please let us know how it goes!

And totally agree about the whole backup thing. There’s basically no way you can loose your data! Course, you could loose *access* to it if you lost your internet connection…but that is just getting less and less common with the cellular data networks.

13 Casey February 22, 2011 at 5:39 pm

I looked into LaTeX lab recently. While I agree it has promise, there is still no simultaneous collaboration possible. If you have multiple people working, you could work directly on the Google doc, but then would need to upload everything into LaTeX lab when you want to see how it compiles.

In that regard, a better option is a freemium-style system called “ScribTex”: http://www.scribtex.com. Free for only two simultaneous users.

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14 hhggii May 10, 2011 at 5:15 am

You could also try the Online LaTeX Editor which supports HTTPS and collaboration. For me this is the best solution for online tex editing (btw: it also supports Octave so you can perform mathematical calculations online as well)

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15 linds February 26, 2012 at 2:56 am

I have found that you can type native latex code in the google docs equation field and it is able to interpret the commands … for example choose insert equation and then in the field type

\int x d \omega

and see what you get.

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16 Alberto Pepe January 9, 2014 at 2:11 pm

Hi all- I bumped into this post which is a couple of years old now, but I wanted to mention that Authorea now solves most of the drawbacks with Google Docs discussed in the post and in the comments. We recently added a NSF Grant proposal template and we are happy to add any other grant proposal- NASA, NIH? Just ask and we’ll gladly add it. https://www.authorea.com

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