Blog

Not-so-lazy summer days

I’ve been meaning to post a write-up of a recent event I attended, but I just haven’t had the time (hence my silence for almost two weeks). Seasoned freelancers will laugh at my naïveté, but having worked in house for the past several years, I was used to having my work get just a wee bit lighter at this time of year—and I wasn’t at all prepared for the deluge of projects from clients trying to cover for vacationing editors. But I guess I’ve just discovered another perk of the flexibility that comes from freelancing: if you’re willing to take your holidays off season, the summer is, apparently, rife with opportunities.

Anyway, I’m hoping to get caught up this weekend. Check back soon, and thanks for your patience!

Book review: The Only Grammar and Style Workbook You’ll Ever Need

Good editors have an intuitive sense about language, and I know many editors who’ve never had any formal grammar training. Is knowing what “sounds right” enough?

It may be, but understanding grammatical rules can be enormously empowering to an editor. Knowing the parts of speech, the difference between clauses and phrases, the distinction between independent and dependent clauses, and so on helps an editor understand why something looks or sounds right or wrong. More important, it gives the editor tools with which to communicate knowledgeably and authoritatively with colleagues and authors.

So it was with interest that I read through Susan Thurman’s The Only Grammar and Style Workbook You’ll Ever Need (F+W Media, July 2012), a new companion exercise book to Thurman’s 2003 title, The Only Grammar Book You’ll Ever Need. Each page in the workbook is devoted to a particular grammatical issue—dangling modifiers, say—and it asks the reader either to identify a grammatical construct or to solve a problem in each of ten sentences. Answers to the problems are listed at the bottom of the page. The book covers spelling, parts of speech, sentence structure, punctuation, and some stylistic matters such as eliminating wordy phrases and identifying redundancies.

Thurman’s workbook is just that—it contains exercises only. It assumes that you either have a grammar reference (preferably hers, of course) or that you already know your stuff, and it doesn’t define, for example, what a restrictive clause is. That said, if you don’t already know the terminology, much of it is easy enough to infer by referring to the answer key, so in general the workbook can function as a standalone tool. However, using the workbook on its own may leave you with a skewed impression of what Thurman is trying to convey. Because it uses a bare-bones format to cover basic grammar, it comes off as more simplistic and prescriptivist than I think it intends. For example, its page of exercises on hyphens makes no distinction between hyphens and en dashes; only if you look in The Only Grammar Book You’ll Ever Need do you realize that Thurman does address the difference, noting that some word processing programs will automatically change hyphens to en dashes when they are used in number ranges. Further, although a few of the style exercises are prefaced “Answers may vary,” having a simple right-or-wrong answer key for most of the exercises means that readers aren’t given a chance to consider that language evolves and that register can dictate whether a certain usage is acceptable. For these reasons, I found it handy to have Thurman’s grammar book as a reference and for context as I worked through the exercise book.

I did find myself looking at The Only Grammar Book You’ll Ever Need to understand the motivation behind certain exercise problems. For example, page 14 of the workbook includes the following sentences:

3. Clara will (a) annoy (b) aggravate Clarence if she spends too much money.

4. Clarence will (a) annoy (b) aggravate the situation if he insists on watching every penny Clara spends.

The grammar book says, “If you mean pester or irritate, you want annoy. Aggravate means exaggerate or make worse.” (p. 7)

Although I agree with Thurman that annoy is probably the better choice in sentence 3, Webster’s does list as a definition of aggravate “to rouse to displeasure or anger by usually persistent and often petty goading,” and as an editor I wouldn’t necessarily have marked aggravate as incorrect.

To be fair, editors aren’t really the workbook’s target audience. Nor are professional writers, I’d go as far as to say. The grammar book and workbook would probably be most useful to students and those Robin Kilroy called “functional writers”—people who have to write for work, for example, but who aren’t writers by trade or title. However, the workbook does offer editors a quick refresher on topics like coordinating and subordinating conjunctions, gerunds, and linking verbs. If at one point you’d learned these concepts and just want to briefly pull them out of your memory bank and dust them off, this workbook will certainly do the trick. By contrast, if you’re starting from scratch, finding a solid grammar reference would be a more logical first step.

In addition to the grammar exercises, the pages on style—identifying misplaced modifiers, eliminating wordiness, and the like—are a very helpful reminder to editors about the kinds of problems they may encounter when working with an author’s text.

Much less useful are the sixty-eight pages Thurman devotes to commonly misspelled words. For example on page 66, the first sentence reads:

1. Recently, (a) guerilla (b) gerilla warfare has intensified in the dense jungle area.

Not only do I doubt that the misspelling “gerilla” is an actual problem (certainly it would be picked up by any spell checker), but the sentence also misses the obvious opportunity to teach readers about the difference between “guerilla” and “gorilla”—which is a frequently confused pair of words.

The sentences in the “Common Misspelled Words” chapter are also problematic in that some of them contain what I would mark up as grammatical or usage errors. Some examples include the following:

10. To avoid confusion, place angle (a) brackits (b) brackets around Internet addresses. (p. 40)

I would change avoid to prevent here; to avoid means to sidestep something, whereas to prevent means to stop something or make it impossible.

1. The marathon runner collapsed due to (a) exhaustion (b) exaustion. (p. 61)

“Due to” should be used only with the verb “to be” or to join two nouns (e.g., “smoke due to fire”) and not as a substitute for “because of” or “owing to.” Although this usage rule appears very much to be changing, sticking to it does prevent ambiguity in some cases.

6. While experiencing food poisoning, Joe’s face turned an (a) unatural (b) unnatural color. (p. 92)

Although Joe’s face was probably also experiencing food poisoning, I think most of us would agree that the intended subject of “experiencing” was Joe.

I have another—admittedly petty—issue with the book: its little bit of false advertising. The cover copy reads, “Never again end a sentence with a preposition” (a rule many grammarians would claim is a myth), yet there are no exercises in the book that directly address that rule.

For the book’s intended audience, the workbook may be perfectly adequate, although to those readers I would definitely recommend also having on hand a grammar reference that defines the terminology and explains the rules. For most editors, however, Thurman’s book will not be the only grammar and style workbook you’ll ever need. Certainly, editors preparing for certification will want more practice editing in context, which a book of single sentences simply won’t provide. That said, certified editors (who take this book’s prescriptivist bent with a grain of salt) may find it an easy way to earn credential maintenance points and restock their grammatical toolkit.

Book review: Editors, Scholars, and the Social Text

Too often we see book production as a sequence of tasks—writing, editing, design, proofreading—forgetting that behind these tasks are professionals who have to work as a team to make a book happen. Editors, Scholars, and the Social Text (edited by Darcy Cullen, published by University of Toronto Press) urges us to shift our perspective—not only towards the dynamic, social aspects of the production process that are so critical to its functioning but also away from the notion that an editor is “an invisible figure who must leave no trace of his or her presence or as a taint to be expunged.” (p. 4)

Darcy Cullen, an acquisitions editor at UBC Press, has assembled an impressive cast of contributors to this authoritative collection, including Peter L. Shillingsburg, author of From Gutenberg to Google, and Amy Einsohn, author of The Copyeditor’s Handbook. We hear from academic experts as well as editors and designers in a rich mosaic of experiences and complementary viewpoints. In short, this unassuming volume brims with wisdom.

Editors, Scholars, and the Social Text focuses naturally on academic publishing, but much of the insight and information it offers would also be useful to trade publishers. It divides its attention between scholarly editors (scholars who develop, curate, and compile) and academic editors (in-house or freelance professionals who acquire manuscripts, copy edit, and project manage), and although I found many of the former pieces interesting, I gravitated towards essays about the latter, which were both a mirror of my own experiences and a window into a parallel universe. Editors (and publishers) may operate according to the same set of best practices, but they all have different approaches, and it’s these details that intrigue me most.

To give a sweeping review of such a heterogeneous collection would be an unfair oversimplification, so my goal here is to hit what I considered the highlights, from my perspective as an editor, rather than attempt to be comprehensive.

Cullen’s motivation for bringing together these essays carries a subtle but definite tone of activism. Of the legions of books devoted to publishing, most are focused on helping authors get their manuscripts published or marketed, yet, writes Cullen, “the ‘middle’ part of the publishing process, sandwiched between acquisitions and sales, is often closed from view, or viewed as closed off, even though it is here that the manuscript’s metamorphosis into book occurs.” (p. 3) The shrinking-violet stereotype of editors must be abandoned because it perpetuates a certain self-marginalization that denies the important social contribution of an editor to the publishing process. Cullen hopes that “these chapters engaging the question of minority cultures and ethnicity in the spheres of scholarly and academic editing and scholarly publishing should serve as an impetus to editors who still invisibilize themselves, so that they acknowledge their place and position of influence as it extends beyond the chain of production.” (p. 12)

That thread is carried through Rosemary Shipton’s brilliant chapter, “The Mysterious Relationship: Authors and Their Editors,” in which she gives readers a most cogent description of the editorial process, comparing trade and academic publishing. “So long as the editors’ contribution to publications in all genres… is not given the recognition it deserves,” writes Shipton, “editors will remain vulnerable to low salaries and, in times of economic downturn, early layoff.”

The relationship an editor fosters with an author is key to a book’s realization—and it may play a role in a publisher’s ability to retain an author: “When the collaboration works well,” Shipton writes, “inevitably authors bond with their editors—they request them for book after book.” But “if the collaboration between author and editor does not work well, the author very quickly feels threatened and loses confidence in the editor.” (p. 51) As one of the founders of the publishing program at Ryerson, her advocacy for the editing profession is grounded in her belief in high standards and a solid foundation of editorial principles, as she warns, “The most common disputes arise when copyeditors lack training and experience.” (p. 45)

Shipton explains that whereas “most trade publishers know that, to make their books excellent and interesting, to attract good reviews and other media attention, to win book awards, and to get that word-of-mouth buzz that entices readers to buy, they really should edit at both the macro and the micro level,” (p. 50) meaning that manuscripts at trade houses go through structural, stylistic, and copy editing, “scholarly publishers do not usually do intensive substantive editing—and for many good reasons. Their mandate is to publish books that make an original contribution to knowledge; most of their authors are professors or researchers; the majority of their readers are academics and students; and the number of copies they print of most titles is small.” (p. 52) Because they write for an academic audience, says Shipton, scholars “know that these readers will understand the specialized jargon and the guarded, often obtuse long sentences in which they make their arguments.” (p. 52) (I haven’t worked much with textual scholars, but based on my experiences with scientific scholars, I couldn’t help wondering if scholars’ resistance to being stylistically edited or have at least some clear communication principles applied to their writing is a symptom of an academic culture that routinely conflates abstruseness with erudition.)

Shipton also touches on issues specific to legal editing and educational publishing, adeptly showing not only the peculiarities of each genre but also aspects of our work that unite us all as editors; as far as I’m concerned, her chapter should be required reading in all introductory editing courses. Veteran editors—trade or academic, freelance or in house—would also benefit from her wisdom.

Amy Einsohn’s piece, “Juggling Expectations: The Copyeditor’s Roles and Responsibilities” provides equally valuable information for both novice and seasoned copy editors, encouraging them to pull back and look at their own vulnerabilities so that they can become more effective in their work. “Conflicting opinions about what constitutes good or acceptable expository writing can be particularly difficult to negotiate. Because any sentence can be rewritten (and arguably “improved” thereby), copyeditors must learn to resist the impulse to tinker,” (p. 79) she writes, cautioning that copyeditors “labour in the presence of benevolent or fearsome ghosts: a high school English teacher, a freshman composition instructor, one or more publishing mentors, and the authors of favourite usage books.” (p. 69)

Copy editing is an exercise in juggling quality, collegiality, cost, and control, Einsohn says. And true to the book’s overarching message, she emphasizes the importance of the relationships built—largely through clear, respectful communication—between copy editor and author and between copy editor and press. Most importantly, she offers concrete suggestions to improve these relationships and improve editor retention, including checklists, sample edits, and style memos.

Whereas Einsohn’s contribution focused on text, Camilla Blakeley revealed through a case study of an award-winning project of hers, The Trickster Shift by Allan J. Ryan, the complexities of editing an illustrated book. Tactfully mediating a relationship between the author and designer, securing permissions within a specified budget, coordinating captions and credits, and taking into account the effect these added tasks have on the project schedule are some of just some of the considerations for illustrated books, and, again, communication is paramount. On this project, Blakeley set up a meeting with the author and designer at the very early stages, which the designer, George Vaitkunas, credited with making the project particularly rewarding. Blakeley notes, “early communication makes the job not only easier but more pleasurable. This is significant.” (p. 156)

One point of hers that caught my attention was that “while an experienced scholarly editor knows that a table or a graph requires as much editing as a narrative—often more—most of us have no training in how to look at photograph.” (p. 165) She points to a positive editor–designer relationship as an opportunity for editors to educate themselves about these kinds of issues so that they can better serve the author, designer, and, ultimately, the book.

Blakeley’s contribution is packed with examples from The Trickster Shift—of such details as art logs and schedules—that are useful not only because they inform readers about the anatomy of an illustrated book project as it evolves but also because editors can easily appropriate and adapt these documents for their own use.

Blakeley does a tremendous job of giving the designer on her project a voice, but what sets this book apart is that we get to hear directly from designers themselves. Learning from designer Richard Hendel, for example, about not only how designers fit in to the book production process but also how designers view editors (both flatteringly and unflatteringly) can be an important step to better communication and a more effective workflow. Hendel stresses that “The designer cannot properly address a text until an editor has understood and clearly dealt with the physical aspects of the content: how chapters and chapter titles are arranged, how subheads are dealt with, kinds of extract, and the like.” (p. 175) Referring to English typographer John Ryder, Hendel writes, “Ryder felt that editors should be more critical about how something in the manuscript will eventually appear in the printed book—the need to edit visually before the design process even begins.” (p. 176)

In her chapter, designer Sigrid Albert looks at the evolving role of the designer and the changing relationship between editor and designer as the publishing landscape adjusts to accommodate ebooks and other technologies. “The traditional printed book as a highly crafted cultural object, whether in a humble, low-budget or a luxurious, highly produced format, is the goal of the editor and designer. At the highest level of the book production process, the editor has shaped a piece of history, and the designer has shaped a piece of art,” writes Albert, in one of my favourite quotes from the book.

Whereas the traditional book all but demands a strong, communicative relationship between editor and designer to transmit a single vision, digital books have meant that content and form are separate: “book content is increasingly being stored in databases and tagged with content-related markup—such as chapter titles, subtitles, subheads, extracts—by the editor, while the visual design is controlled by a separate style markup—such as margin widths, font, font size, font weight, colour, or line height—delivered by the designer.” (p. 184) Albert wonders if the relationship will only grow further apart as designers eventually stop designing single books and instead create digital templates that they license. Yet, Albert says, “From the designer’s point of view, the design process, despite the technological advances, still requires a synthesis of information and a variety of visual choices to form an aesthetic unity.” (p. 193)

Yuri Cowan (“Reading Material Bibliography and Digital Editions”) and Darcy Cullen (“The Object and the Process”) also explore the implications of a workflow that incorporates digital outputs, with Cowan taking a more theoretical approach and Cullen sharing the triumphs and growing pains of UBC Press’s first steps into the realm of digital production. Writes Cowan, “our editors can inform their theoretical approaches with recent scholarship in the sociology of material texts, creating a model of readerly engagement and a generation of reader/editors who will be neither overawed by the authority of print nor seduced by the hyperbolic claims made for the electronic edition.” (p. 236)

The book’s other contributors—Peter L. Shillingsburg, Alexander Petit, Peter Mahon, and John K. Young—offer scholars’ perspectives on various facets of the academic publishing process, and although these chapters are all worth reading for the sake of interest, I believe that the general editor-reader will find the essays I’ve mentioned most engaging and directly relevant to their work—and it’s to this specific but vast audience, editors of whatever genre and whatever experience level, that I wholeheartedly recommend this book. Freelance editors who have never worked in house may have the most to gain from this insiders’ view. As Amy Einsohn writes, “Some presses make an effort to train, coach, and acculturate their freelancers, but most freelancers have few opportunities to learn about the publisher’s activities, customs, and mores,” (p. 69) and being informed about a publishing house’s inner workings helps editors anticipate what may be expected of them.

UBC Press—and hence Cullen’s book—specializes in the social sciences, but I would be intrigued to see how the processes described in Editors, Scholars, and the Social Text compare with the workflow and author–editor relationships at academic presses focused on the natural sciences. Most of those authors probably will not read this book, and perhaps even most social science scholars hoping to get published would not think to read it. In many ways, it is much more information than they need to play their roles in book production. Yet, I hope that some academic authors choose to hear what Cullen’s roster of experts have to say. This book beautifully humanizes the publishing process in a way that could only foster mutual respect between professionals—ones with the common aim of producing great books.

ISC and EAC Conferences 2012: Personal perspectives

Now that I’m finally done summarizing my conference notes, I thought I’d share some of my own reflections on the experience, which ended up being much more invigorating than I had expected. Initially the conferences were just an excuse to catch up with two of my good friends—fellow Master of Publishing alumnae—one of whom lives in Ottawa and whom I hadn’t seen in three years. In the end I am so glad I went (not least because I was surprised by a Tom Fairley win!), even though coughing up over $700 in conference fees was a bit painful at first and the collision of deadlines I faced when I returned nearly destroyed me.

At the last EAC-BC branch meeting of the season, a quick poll of the attendees revealed that only two of us in the room were heading to Ottawa to take in the conference. At that point, having just joined the programs committee, I realized that part of my responsibility would be to bring the conference back to B.C. for the members who couldn’t attend. My suggestions for meeting topics and speakers were partly inspired by what I’d seen and heard at the conference, but what we’ll be seeing this upcoming season will by no means be a rehash of the conference content. I look forward to hearing different perspectives on key issues in editing and building upon what I’ve learned.

Here are some of my main takeaways from this spring’s conferences:

Advocacy

I was blown away by what Jan Wright, David Ream, and other members of the American Society for Indexing’s Digital Trends Task Force had been able to accomplish. By participating in a working group at an international level, they helped shape what will be the new standard for ebooks and advanced the indexing profession in the eyes of a consortium of major players in e-publishing. I don’t think I can overstate how huge that is.

Learning about their work made me wonder what we’re doing—as individuals and as national organizations—and whether we’re doing enough to advocate on behalf of our profession. Are editors making an effort to try to talk to Adobe about how it can make PDF proofing tools more intuitive and useful for publishing professionals? Have editors’ interests been taken into consideration in the EPUB 3.0 standard? How do we get involved on the ground floor of a nascent technology to make sure we remain relevant? I don’t know the answers to these questions, but I’m motivated to find out and, if time and resources allow, to make more of a contribution. What is particularly inspiring is that editors outnumber indexers manyfold. If a small group of dedicated indexers can make a group of software engineers listen, then editors should be able to do it, too.

Brain sharing and collaboration

Peter Milliken’s keynote reinforced an undercurrent of both conferences: the importance of talking and learning from one another. Both Cheryl Landes and Jan Wright at the ISC conference noted that technical communicators have been dealing with the issues relating to single-sourcing that book publishers are now facing with p-books and e-books but that the two communities aren’t really talking to each other. Dominique Joseph’s EAC talk also made me wonder if the plain language/clear communication movement and the editing and indexing communities are exchanging ideas as much as they could be. (Noting that the new definition of clear communication includes finding information, I asked Joseph if using indexing and information science to guide retrieval was part of the plain language movement’s considerations; she believed that “finding” in the context of the definition referred to a more structural level, as in headings, for example.) What other opportunities for cross-pollination are we missing out on?

The lack of cross-pollination for in-house editors was a big reason I hosted my session at last year’s conference in Vancouver. Publishers often get together to discuss marketing or digital strategies but rarely ever talk about editing and production. When I was in house, I discovered that we ended up jury-rigging our own systems and reinventing the wheel at each of our respective houses. I wanted to give in-house editors an opportunity to share ideas about what works and what doesn’t and maybe develop some more concrete best practices.

A year later, in-house editors still aren’t getting many chances to sit together and brain share. Peter Moskos and Connie Vanderwaardt’s session at the EAC conference about managing editors certainly helped, but managing editors alone have enough considerations to fill a full-day retreat. Although I’m now a freelancer, I’m still committed to making the in-house editor’s life easier. A lot of the work I do as a publishing consultant centres on production efficiencies—streamlining workflow while minimizing errors—and would have more relevance and impact if I could get a group of managing editors and production managers together (in person or online) to exchange ideas. I see working with the EAC—first at the branch level but hopefully later at the national level—to develop programs and services to encourage more in-house participation in the association becoming a key mission of mine in the years to come.

The ISC conference offered another form of idea exchange: representatives from the society’s sister organizations in the U.S., the U.K., and Australia and New Zealand were invited to attend, and some of them gave presentations. I found it extremely interesting to hear international perspectives on issues common to all within the profession. One could argue that because editing is so much larger a community that there’s already a glut of articles online about editing and language from contributors around the world, but I wonder if reaching out to experts from abroad to speak at an EAC conference could help strengthen ties with editorial sister organizations and further promote advocacy of the profession at an international level.

Credit

I hate to flog a dead horse, but I want to advocate once again for proper credit for editors and indexers. In Max McMaster’s ISC talk, he noted that sometimes publishers will have a book reindexed because they simply don’t know who did the original. Having that information, in the form of a credit, could help them track down the indexer, who may still have the index archived, allowing the publisher to save money and to avoid any intellectual property issues. Further, adopting Christine Jacobs’s approach of including a credit line as an item on her invoice is an innovative and easy way we can organically but systematically work to give editors and indexers the recognition they deserve.

The Language Portal of Canada

Few people outside of Ottawa (or perhaps Ontario?) seem to know about the Language Portal; many of those who do believe it’s a resource for translators only. In fact it seems as though it could be quite a handy site for editors, what with free access to an updated edition of The Canadian Style, not to mention Peck’s English Pointers. For newly certified editors, the site’s quizzes and articles provide easy-access credential maintenance opportunities.

Diversion

If you’re looking for a solid evening of nerdy language-related entertainment, get yourself a copy of James Harbeck’s Songs of Love & Grammar and pretend William Shatner’s reading it to you.

EAC Conference 2012, Day 2—Closing keynote

Peter Milliken, Canada’s longest-serving Speaker of the House of Commons, gave the closing keynote at the EAC conference, elucidating the many roles of the Speaker and offering his perspectives on the importance of language and communication.

The Speaker’s diplomatic role gets virtually no media coverage, but it involves receptions and meetings with ambassadors, high commissioners, and other dignitaries. Milliken particularly appreciated the meetings where he got to share experiences and exchange ideas with other parliamentary speakers. The Speaker also has an administrative role—chairing the Board of Internal Economy, which approves the House’s annual budget.

Of course, the Speaker also presides over the House of Commons—the role that people are most familiar with. Milliken riffed on the conference theme of language, giving some examples of “unparliamentary” words and terms that some MPs would launch at others—”bag of wind,” “scarcely entitled to be called a gentleman,” “lacking in intelligence,” “dimwitted saboteur,” “trained seal,” and so on. Although the Speaker’s supposed to be impartial, the fact was that Milliken could hear remarks in his vicinity but couldn’t hear if an insult was uttered at the other end of the chamber. In those cases, the target of the verbal attacks would typically ask the Speaker to demand a withdrawl. Milliken objected to the fact that there wasn’t much he could do if an MP refused to withdraw a comment; the act of kicking an MP out of the House was as far as he could go, and that approach was toothless, Milliken complained, as it came with no dock of pay. In one case Milliken resorted to not recognizing an offending MP to speak until—several months on—he officially apologized and withdrew his comment.

The story Milliken told that struck me most was that there used to be three sittings of Parliament in a day—a morning sitting, followed by a two-hour lunch break, then an afternoon sitting, followed by a two-hour dinner break, and then an evening sitting. At the dinner break, all MPs would head upstairs to the restaurant in Parliament. The dining area had designated areas for each party, but there was always overflow, and MPs of all different parties would end up sitting together in the middle of the dining room, where they had an opportunity to talk and get to know one another in an informal setting. The format of Parliament was revised, however, to eliminate the evening sitting—and hence the dinner break—and it saw MPs working through lunch. They took their lunches in their separate parties’ lobbies, and there was no longer an opportunity for a collegial exchange of ideas. After that shift, Milliken found more partisanship; the House became noisier and harder to control.

In recent years we’ve seen Canadian politics become the most polarized it has been in decades. Although it would be an oversimplification to blame this change in format for our fractured politics, one can’t help but wonder about the extent of its impact.

Milliken ended by reiterating how important it is for us to look past our differences and talk to one another with respect. We never know what kinds of lessons we could learn.

EAC Conference 2012, Day 2—Plain language in 2012: what’s new?

The plain language movement is about 30 years old but is currently undergoing some exciting changes, including a push to recognize plain language as a profession. Dominique Joseph, a board member of the Plain Language Association International (PLAIN) gave an overview of some of these developments and highlighted a key role that Canadians are playing in this international movement.

The International Plain Language Working Group includes members from such organizations as PLAIN, Clarity (which advocates for clear legal language), and the Center for Plain Language. It is advocating for a standard definition of plain language, along with formal training and certification based on certain standards. Its first recommendations were published in the Clarity journal in 2011.

Among the first new steps is a move towards a broader definition of plain language—namely, clear communication. According to the working group, “A communication is in plain language if its wording, structure and design are so clear that the intended readers can easily find, understand and use what they need.” One important aspect of this new definition is the notion of “intended readers”—writers are not catering to low-literacy readers but to the target audience, and the definition is outcomes based. Also, this definition explicitly incorporates design; usability in a holistic sense—not just at the word or sentence level—is a key consideration.

The European Union has funded the development of an international clear communication program, which consists of multidisciplinary courses designed to close the current educational gap and features a mix of plain language training, information design, and usability techniques. Although the main partners are European universities, a Canadian university—Simon Fraser University—has joined the project. It hopes to launch a pilot program in the fall of 2013. This program will be based partly on a survey of the work of plain language professionals to define course learning outcomes.

Plain language expert Karen Schriver undertook a project to review over 500 research papers, from a number of disciplines, including cognitive psychology and education, on how people read and how writing, design, and technology affect readers. The review covers everything from features at the whole-text level (e.g., summaries, headings, organization and genre cures, repetition, text density, and topical structure) to sentence-level features (e.g., syntax, voice, anaphora, negatives, embedded conditionals, etc.). She’s discovered that some commonly accepted guidelines are reinforced—for example, ragged right text helps readability and a type size of between 10 and 12 points is appropriate for most print documents but type size of between 12 and 14 points should be used on screen. However, she has found some gaps in the research—more attention should be given to graphics, for example—and has come across a few accepted ideas that have been disproved, such as Miller’s Law about having a list no longer than 7±2 items, which really applies only to short-term memory and not to writing. Having a concrete summary of the results of this research (Schriver is in the process of writing a book on this topic) will offer plain language practitioners credible and authoritative guidelines.

Another exciting recent development in the field of plain language was the signing into law of the Plain Writing Act on October 13, 2010. The law requires U.S. federal agencies to communicate using plain language. The European Commission also has a clear writing campaign that spans multiple languages and aims to improve the quality of original documents so that they’re easier to translate. It is launching a pilot project to add a quality control component—i.e., editing.

As Joe Kimble shows in the new edition of his book Writing for Dollars, Writing to Please, using plain language can save government and businesses a ton of money. The book features case studies that show the many benefits of plain language.

To find out more about where there plain language movement is heading, Joseph suggests the following:

EAC Conference 2012, Day 2—The new libel defence: responsible communication

Ian Stauffer, a specialist in civil litigation, gave an overview of defamation and its defences, including a relatively new defence—responsible communication—which the Supreme Court of Canada recognized in late 2009.

Defamation was defined in the 1950 case of Willows v. Williams as follows:

A defamatory statement is one which has a tendency to injure the reputation of the person to whom it refers. It lowers him or her in the estimation of right-thinking members of society generally and causes him or her to be regarded with feelings of hatred, contempt, ridicule, fear, dislike or disesteem.

To make a case for defamation, one must prove

  • the words were published or spoken to a third party
  • the words referred to the plaintiff
  • the words were defamatory

Stauffer said that in the world of defamation, nothing is definitive. It’s hard to predict how much, if anything, a client might receive in a defamation case, and there is no scale for awarding damages. Pursuing a defamation case is also risky because the offending words are likely to be republished, and more will be said. “It’s not easy to put the genie back in the bottle,” Stauffer said.

Usually, he explained, the client will initially request an apology and retraction. Whether apologies are issues and how they are worded can affect the damages potentially awarded later on.

Defamation can be classified as slander, which is usually spoken and more ephemeral, or libel, which is typically written or otherwise recorded. Traditional defences to libel are truth (i.e., justification), privilege (absolute or qualified), and fair comment. Now there is a fourth defence: responsible communication.

Absolute privilege refers to remarks made in a chamber such as the House of Commons or Senate; qualified privilege includes performance reviews, letters of reference, etc. Fair comment refers to a comment made in good faith, without malice, on a matter of public interest. It must be identifiable as a comment rather than a statement of fact.

Responsible communication refers to reportage on matters of public interest in which the publisher has been diligent in verifying an allegation and the reliability of the source. A jury in a case in which responsible communication is used as a defence would also weigh whether the plaintiff’s side of the story was sought out and whether the inclusion of the defamatory statement was justifiable. This new defence lifts the chilling effect on reporters and frees them to write about potentially contentious matters of public interest.

Stauffer’s handed out copies of a paper he authored, “Defamation, responsible communication and cyberspace,”  which elaborates on the above issues, as well as their application to Internet-related cases, and offers examples and specific case studies.

EAC Conference 2012, Day 2—LGBTQ: getting it right

Luna Allison, a queer journalist, editor, playwright, and performer, offered her perspectives on some of the do’s and don’ts when writing about the LGBTQ communities, in the hopes, as she says, of “building knowledge and cultural competency.” Mainstream media approaches to LGBTQ issues can come off as ignorant and offensive; the key is to develop the discipline to dial back our curiosity and focus on the actual issues.

Don’t

  • use a person’s sexuality or sexual orientation in combination with their occupation (e.g., “gay MP”), unless they’ve explicitly stated that’s how they identify
  • make an assumption about a person’s gender based on how they look or sound
  • ask about a person’s surgical status
  • use a person’s pre-transition name—this is rude and exposing. And never use the term “tranny” to refer to a transsexual or transgendered person

Do

  • ask how a person identifies
  • ask what pronoun a person prefers. If you can’t ascertain this, try structuring your sentences without using pronouns (pluralizing often helps) and use gender-neutral terms
  • research to understand correct cultural usage and cultural history of particular terms (e.g., “butch,” “femme,” “queer”)
  • understand that transsexual individuals may change how they identify post-transition
  • refer to the LGBTQ communities in the plural; even within the “gay community,” for example, there are multiple communities

Allison also clarified the distinction between transsexual (someone who feels born in the wrong body and wants to transition) and transgendered (an umbrella term often used to describe someone who may be transsexual, genderfluid, genderqueer, or gender neutral). She emphasized the need to respect someone’s gender identity, which can be hard in a culture where the male–female dichotomy is so deeply engrained (for example, the first question that usually comes up when finding out someone has had a baby is, “Is it a boy or a girl?”).

In sensationalist stories in mainstream media, a lot of dormant assumptions tend to bubble up, Allison says, referencing the Luka Magnotta case in particular. His sexuality was often mentioned in close proximity to his alleged criminal activities, and journalists and editors have to be sensitive to the impression such proximity could leave on readers. She also cautioned that transgendered individuals are often characterized as being “in disguise” or otherwise trying to deceive. It’s this feeling of being fooled that has led to a lot of violence against transgendered people (and is why there is an international transgender day of remembrance).

As writers and editors, we have to be aware of the perceptions that our work might generate in our readership and the misconceptions it might feed.

EAC Conference 2012, Day 1—Whose words are these anyway? Translating, editing, and avoiding the Gallicism trap

Barb Collishaw and Traci Williams jointly presented a session about translation, with Collishaw focusing on the similarities and differences between editing, translation, and revision and Williams offering some insight into Gallicisms, particularly in Quebec English.

Collishaw works at the Parliament of Canada, helping to produce the Hansard, which, of course, must be translated so that it is complete in both official languages. Translators translate text (as opposed to interpreters, who translate speech) from a source language transcript into the target language in a way that accurately reflects the content, meaning, and style of the original. Revisers—who work exclusively in house—then edit the translated text.

Drawing upon the EAC’s Professional Editorial Standards, Collishaw compared the roles of translators and revisers to the role of an editor, noting that translators use virtually all of the stylistic editing, copy editing, and proofreading skills listed in the PES. Translation requires an eye for detail, a good command of both source and target language, and an understanding of where and how to check facts.

Collishaw emphasized the importance of keeping the audience in mind and to make room in the production schedule for translation and revision. Editors and managers sometimes forget that translation takes time, and because it comes in near the end of the process, translators often end up being under severe deadline pressure.

Translators get to choose the words they use, within the range of meaning of the source language words, so awkward or offensive terms can be smoothed over. However, this may not be what the author intended. Collishaw gave the example of “unparliamentary language”: sometimes translators soften such words or phrases, but this may not be wise, since an MP may object on a point of order later on, and revisers then have to go and restore the “mistake” to preserve logic.

Fact checking can be tricky, since translators don’t often get to query the author and ask people what they meant or how to spell someone’s name. Translators use tools such as Termium Plus, a terminology data bank, and TransSearch, a bilingual concordancer of past translations, to help them in their work, and are expected to compile glossaries. After they finish translating, translators are expected to proof their own work, checking against the source language.

Revisers check again, making sure that nothing has been left out and that meaning hasn’t been inadvertently changed, paying particular attention to details like numbers and dates. They also edit for style, imposing consistency on text from different translators. (To complicate matters, the House and Senate have different style guides, and revisers have to keep it all straight!)

I asked Collishaw if translators or revisers get to see transcripts of the interpreters as a reference, and she laughed, saying, “No, but I wish we would!” It seems that what the interpreters say isn’t transcribed, and the translators and revisers don’t have access to it.

***

Traci Williams is originally from Ontario but now works as a translator and editor in Quebec. She became fascinated by the influence of French on the English language and began to document Gallicisms—words or terms borrowed from French.

Originally, English was a rather limited language, composed primarily of one- or two-syllable words, Williams explained. The first Gallicisms appeared after the Norman Invasion in 1066, initially in law, warfare, and church language; afterwards, they began to pervade clothing- and food-related vocabulary (as seen is animals versus their meats—”pig” vs. “pork,” “cow” vs. “beef,” “deer” vs. “venison”). Between 1100 and 1500, English absorbed about 10,000 French words. Before the seventeenth century, French words appearing in English were anglicized (e.g., chimney, change, charge); afterwards, hints of the French were retained (e.g., chevron, champagne, chaperone).

In Quebec, the first major wave of English speakers were British loyalists; by 1841, English speakers of British descent were the largest population in Montreal. When rural French Quebeckers began moving to Montreal in the 1860s, they were expected to learn English, which, until 1975, was considered the language of prestige by both the French and English. During that period, a steady stream of Anglicisms seeped into French. Yet, after the PQ was voted in, in 1976, French began to influence English. At first, Gallicisms appeared in colloquial speech, but today educated professionals will use them without even realizing it. Between 1990 and 1999, the number of Gallicims tripled, and Oxford University has now officially recognized Quebec English as a distinct dialect.

Some Gallicisms are perfectly acceptable—”encore,” “fiancé,” and “en route” are examples. Cooking, dancing, and law feature many Gallicisms. And English has often retained words of both Germanic and French origin, with slightly different connotations (e.g., “ask” vs. “question,” “holy” vs. “sacred”) or has kept nouns of Germanic origin but has used the French adjectives (e.g., “finger” but “digital,” “book” but “literary”). What editors need to be aware of are the unacceptable Gallicisms that arise as a result of false cognates—words that are formally similar to words in the native language but have different meanings (e.g., “animator” rather than “instructor,” “conference” rather than “lecture,” “manifestation” rather than “demonstration”). The delicate aspect of editing Quebec English for an audience outside of Quebec is that an author—perfectly fluent in English—may be unaware that he or she is inappropriately using Gallicisms.

Williams emphasizes the importance of continuing to read, read, read. She suggests reading sources of English outside of where you live to make sure that you have a solid perspective of language quirks that might be a local peculiarity and may not translate to a wider audience. Williams has started a newsletter about Gallicisms and related topics. Contact her at via Semantech Communications to sign up.

EAC Conference 2012, Day 1—E-publishing essentials for editors

Greg Ioannou, president of EAC and publisher of Iguana Books, gave an overview of some of the things editors should know about ebooks, beginning with a bit of history: the first ebook was a computerized index of Thomas Aquinas’s works and was released in the 1940s. In the 1960s hypertext was used to format ebooks so that they could be read using different window sizes and monitors on IBM mainframes. The first ereader was Sony’s Data Discman, which displayed ebooks stored on CD.

Although there are hundreds of types of e-readers, many of them with proprietary file formats, the most common ones include EPUB, EPUB2, MOBI, and PDF. Most ebooks are basically just HTML files with metadata that help bookstores categorize them (e.g., title, author, description, ISBN, publication date, keywords, etc.) The editor [ed—or perhaps an indexer?] is in the best position to know what keywords should included in the metadata file.

At Iguana, the creation sequence is as follows:

For simple books

  • edit and style in Word
  • create PDF from Word (Iguana has discovered that they have to produce at least one print-on-demand copy for the author or, more often, as Ioannou says, the author’s mother).
  • create EPUB file using Sigil
  • create MOBI file using Calibre

For complex books

  • edit and style in Word
  • create PDF from InDesign
  • create EPUB file from InDesign
  • clean up EPUB in Sigil
  • create MOBI file using Calibre

Once you’ve created your files, Ioannou said, you should actually look at the ebook on the device(s) it’s destined for; looking at it on just the computer can be deceiving. Right now InDesign’s EPUB export doesn’t actually work very well, so the outputs have to be cleaned up quite a bit.

Ioannou then described the many devices on which ebooks could be read, including tablets, phones, computers, Kindles, and other e-readers (e.g., Nook, Kobo, Sony Reader, etc.). Only the Kindles can read MOBI files, whereas the other devices can all read EPUB files. All can display PDFs, although only tablets, smartphones, and computers can display colour and play videos.

Since EPUB/MOBI files are reflowable and may be read on very narrow devices like a smart phone, editors should keep the following in mind when editing for an ebook:

  • Make sure that there are spaces before and after dashes
  • Opt for hyphenating a compound rather than using a closed compound; however, avoid hyphenations when it could lead to odd line breaks (e.g., choose “ereader” over “e-reader”).
  • Make sure all quotes are smart quotes; this is relatively easy to do in Word but much more difficult to code in Sigil or Calibre.
  • Books without chapters don’t work very well as ebooks—the large file size can significantly slow down an e-reader. If possible, break a book down into chapters of ideally between 3,000 and 5,000 words. This structure also makes navigating an ebook much easier.
  • As for formatting, keep it simple. Tables and column look terrible on an e-reader, and images won’t display in some older e-readers. Most e-readers are black and white only, and many older e-readers can’t handle large files (e.g., files with embedded images and videos).

Ioannou noted that e-readers are primitive machines and that the technology’s rapidly changing. His caveat: “Most of what I say here will not be true a year from now, and practically none of it will be true two years from now.”