Scrivener 3 for Mac is here! It has styles! It has a wonderful new compiler! There are bookmarks, work history and much more. It’s mostly familiar, and it’s awfully tempting to just plunge in. Yet there are road hazards for those who just want to upgrade right now, dammit, and why doesn’t it work just like old Scrivener 2? What happened to my compile formats? What are these ‘style’ things you speak of and how will they help me?
I spent two days down that rabbit hole. Learn from my mistakes. Scrivener 3 is a Major Upgrade. It contains seven years’ worth of pent-up new features. Treat it with respect, and you’ll be up and running in a few hours. Treat it like a minor upgrade, and you too may be crying on the Scrivener forums.
Take a deep breath. Before you download that software, let’s tidy up a bit, and get those Scrivener 2 projects all spiffy and ready to be updated.
First, open your applications folder on your Mac. I suggest renaming the Scrivener app to ‘Scrivener 2’. This will keep Mac OS from getting confused when you install the new version. I strongly suggest keeping both versions active until you are confident to go forward with Scrivener 3. In particular, do not use Scrivener 3 for a project that is running on a close deadline for which you will need to use Compile! Scrivener 3 compile is vastly improved, but it has a learning curve associated with it. You’ll need to unlearn how you used Compile in Scrivener 2, and relearn the simpler, more powerful, Compile in Scrivener 3. Doing this under time pressure equals misery.
If you use iOS Scrivener, take the time right now to be sure all your projects are properly synced to your Mac. Go ahead, I’ll wait.
Now, open Scrivener 2. Open each project you wish to bring forward into Scrivener 3. If you use External Folder sync, do one last sync. Make sure there are no loose ends.
Once you’ve done this for each project that you plan on updating to Scrivener 3, you have one last task to perform. Open Scrivener preferences from the Scrivener menu. Down at the bottom of the dialog, click on the “Manage…” button. Choose “Save all preferences…” and save your preferences as a file on the desktop, or anywhere else that you’ll be able to find it quickly. Once you’ve done that, please quit Scrivener 2.
One final thing: Shut down your Mac and re-start it. It seems silly, but at least 75% of the complaints on the Scrivener forum regarding Scrivener 3 installation are solved by a simple restart of the Mac in question. Why take a chance?
At last! You’re ready. Go ahead and purchase your upgrade (or get your free upgrade!) and download Scrivener 3. Install it, but before you fire it up, open your Applications folder. Again, to help Mac OS keep the two applications straight, rename the new Scrivener app to ‘Scrivener 3.’
Now you can open your new software! Enter your registration number, and you’re rolling. But don’t convert those projects just yet. First, let’s visit the Preferences pane. Go ahead and click the “Manage…” button. It’s in the same position that it was in Scrivener 2. Click “Load all preferences…” and select the preferences file that you made in Scrivener 2. It won’t cover everything, because there are new things to prefer in Scrivener 3, but it will keep you from exclaiming, “Oh my [deity of choice]! I already told it not to do that…”
Still in the Preferences dialog, click on the Backup tab. Choose a different backup folder from the one you used for Scrivener 2. Seriously. There will be no easy way to tell the difference between your old Scrivener 2 backups and your new Scrivener 3 backups unless you set up a new backup folder. Also, Scrivener 3 might well start writing over your old Scrivener 2 backups. Let’s not go there.
I know you’re itching to open one of your very own projects, and see it in Scrivener 3 glory. Don’t do it. Instead, select File > New Project… and click on the hated, boring Tutorial icon. You need not go through the entire thing. But I strongly suggest that you take the time to click on the What’s New collection and follow the instructions there.
Yes, it will take an hour or three. It’s a small price to pay to avoid hours or days of struggle. You may even want to view the video tutorials. To find them, select New Project from the File menu and you’ll find the icon right there next to the tutorial icon. I’m happy to wait some more. Take your time.
Now open a Scrivener 2 project. I suggest you choose one that you don’t care about much. Perhaps it’s on the back burner, or its deadline is quite far out. Note that you get an alert asking if you want to update the project. Click the the “Update Project” button. Now, Scrivener makes a copy of your Scrivener 2 project, and rename it to something like “my-project.backup.scriv”.
Personally, I find the naming convention confusing. it makes me think that the file is a real backup rather than an old version copy. If you find it confusing as well, you’re free to change the name to something more meaningful. I’d also suggest taking it out of the iOS sync folder on Dropbox if that’s where you’re keeping your projects.
By now, your updated project is open on your Mac screen. Right now, import your old compile formats, if any, by selecting “Compile…” from the File menu. Click on the gear menu at the bottom of the Formats column. From there, select “Import Scrivener 2 preset…”. You’ll be shown a list of the presets that were available to this project under Scrivener 2. Choose one that you think will be useful, and import it. Repeat as needed.
Please don’t think you will be able to use those presets as they came from Scrivener 2, however. You’ll need to connect them to section types and section layouts as you learned in the tutorial and in those videos. But at least the formats will be close to what you were using in Scrivener 2. Also, you will need to develop section layouts and section types for things in your front matter and your back matter. (A full description of the new Scrivener 3 compile system is way beyond the scope of this blog post. Use the tutorial and the videos, please.)
- If you use External File Sync, start a new sync folder. Scrivener uses a new naming convention for these files, and “crossing the streams” is Bad. Trust me.
- If you sync to iOS, then prep your iOS device by moving your old Scrivener 2 projects to the “On my iPad (or iPhone)” area without syncing. Rename them so that you don’t confuse them with the Scrivener 3 projects (or just delete them.) Remember, these are already saved in the old format on your Mac.
- When you sync, the entire converted Scrivener 3 project(s) will upload to iOS. Every single file inside the project(s) will have been updated. Make sure that the upload from Mac to Dropbox is finished, and allow plenty of time for the iOS download to complete as well.
I hope that this little upgrade guide has gotten you off on the right foot. Happy Scrivening!