Category: Book publishing

Grey matters: Why NGOs should start thinking like self-publishers

Among my favourite clients are nonprofit advocacy groups that champion causes I care about. These organizations pour an astounding amount of effort into their research, which usually culminates in reports destined for media, key policy makers, and the general public. These reports, which can contain a wealth of information that researchers would find valuable, are generally available for free on the NGO’s website. Unfortunately, more often than not, there they languish.

Policy reports and other NGO publications that don’t have ISBNs inhabit the murky world of grey literature—written research material that’s not formally published and hence not catalogued. As a result, they’re almost impossible to discover. Sometimes even Google won’t find them unless you know exactly what you’re looking for and use very specific search terms.

The Canadian Public Policy Collection and Canadian Health Research Collection are two databases that aggregate grey literature and are decent places for researchers to start looking, but these curated archives are far from exhaustive. For instance, one advocacy group I work with, Pivot Legal Society, has more than twenty publications, but only four are listed in the CPPC.

Grey literature’s poor discoverability means that these important publications don’t have the reach or longevity that they could have. A source of the problem is that most NGOs don’t consider themselves publishers. Abby Deshman, at the Canadian Civil Liberties Association, says, “We just don’t have publishers on staff… so that expertise about what we could do and what we could gain by doing it is not generally available.” Both Deshman and Tracy Torchetti at the Canadian Cancer Society told me that they’d love to increase their publications’ reach.

So what can these organizations do? The first step is to take advantage of the infrastructure built to accommodate the legions of self-publishers:

1. Get an ISBN (or ISSN) for your report

ISBNs cost up to $125 per title in the U.S. but are free in Canada for all publishers, self-publishers included. (If your publication is a serial, consider getting an ISSN). Assigning an ISBN to your title automatically plucks it out of the realm of grey literature and allows you to…

2. Submit metadata to Bowker’s Books in Print

Once you have your ISBN, you can fill in a form to have your bibliographic information listed for free in Bowker’s Books in Print—one of the major databases that libraries consult for their acquisitions.

3. Upload your metadata to a print-on-demand (POD) provider with wide distribution

When I rebuilt the Government of Canada’s plain language guides, I made them available through CreateSpace, Amazon’s POD platform. I set the list prices at their lowest possible, which would cover printing, binding, and Amazon’s cut of any sale. That said, I never expected to sell any copies through CreateSpace; in fact, in my descriptive copy, I included the URL of a site where people could download a free PDF. By putting the guides on CreateSpace, though, I made their metadata discoverable through Amazon’s network, and Amazon’s listing would in turn come up more readily in Google searches.

Another POD provider for independent publishers is IngramSpark, which will also make metadata available on its worldwide network, but, unlike CreateSpace, it has some modest upfront set-up and market access costs.

4. Send copies of your reports to Library and Archives Canada (LAC) for legal deposit

Legal deposit probably doesn’t enhance discoverability, but (perhaps for idealistic, sentimental reasons) I do kind of like that what you send them “becomes the record of the nation’s published heritage.” Once a publication has been added to the LAC collection, its metadata is entered into LAC’s database and can be retrieved through a search. LAC also accepts digital-only publications.

5. Use SEO techniques for your content

Most NGO publications that I’ve worked on end up as PDFs, which search engines can be reluctant to index (compared with HTML). Find PDF optimization tips here and here to increase the chances that they will show up on Google searches.

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Finally, take advantage of the databases available to advocacy groups:

6. Submit your publication to the Canadian Public Policy Collection…

…and, if your publication is health related, the Canadian Health Research Collection. Despite their lack of comprehensiveness, the Canadian Public Policy Collection and the Canadian Health Research Collection are “still way better than anything else out there,” says academic librarian Franklin Sayre. These collections are home to a lot of grey literature, but they also house publications that have ISBNs and ISSNs. They are open to suggestions for publications to add to their databases. Although the full search and retrieval functions for these databases are available only to libraries that have paid for access, you can download Excel files with the list of titles available in each database. These files (this one for CPPC, and this one for CHRC) list URLs for the full text.

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Those of us who work with these organizations on the publishing end could help our clients add value to their publications by letting them know about these options. Given what Deshman and Torchetti have told me, NGOs may not be aware of some of the steps they could take to maximize the lifespan and reach of their painstaking research.

Huge thanks to

  • Abby Deshman, for giving me the scoop on the Canadian Civil Liberties Association’s publishing practices;
  • Frank Sayre, for invaluable insights into grey literature, the CPPC, and the CHRC;
  • Tracy Torchetti, for canvassing her colleagues at the Canadian Cancer Society about their publishing practices; and
  • Trena White of Page Two, for confirming details about Books in Print.

PubPro 2014—Registration opens soon!

Registration opens this Friday for the second annual PubPro unconference for managing editors and publication production specialists, co-hosted by the Editors’ Association of Canada’s BC branch and SFU Publishing Workshops. This year, the event will take place on Saturday, May 24, beginning in room 1420 at Harbour Centre, and, like last year, it will consist of a day of participant-driven presentations and group discussions and a mid-afternoon networking tea.

People who do publication project management and production tend not to have the same kinds of professional development opportunities as professionals in other areas of publishing. PubPro is an attempt to close the gap and offers us the chance to learn from one another. Presenters and discussion leaders are invited to share their slides and notes, which are shared with all registered participants.

This year, in addition to sponsorship from Friesens, Scrivener Communications, Talk Science to Me, and West Coast Editorial Associates, the Association of Book Publishers of BC is offering a travel subsidy to ABPBC members outside the Lower Mainland who want to attend. Contact Margaret Reynolds if you’d like more details.

Freelancers who want to chat up a roomful of managing editors are invited to join us for the networking tea for a mere $5. (The networking tea is included for participants who’ve registered for the unconference itself.)

At PubPro 2013, participants presented about such diverse issues as interactive editing, print on demand, and editing platforms beyond Microsoft Word and held discussions about project management software and digital workflow tools. I was heartened to see that the event reached two populations that EAC traditionally has always aimed, but has sometimes struggled, to reach: in-house and senior editors. I’m hoping that participants who came out last year and witnessed the process will be more comfortable coming forward to give a presentation or lead a discussion this year.

For those of you who plan to be there and are thinking about possible presentation or discussion topics, here are a few ideas to get you started:

  • The care and feeding of freelancers: What are some simple ways to build solid relationships with your best freelance editors, indexers, and designers? What kind of training, if any, do you give your freelancers?
  • Testing, testing: Do you test your new freelancers? With a test you developed in house? Is it reliable? Would you trust a third-party test? Would you trust credentials resulting from a third-party test?
  • One house, many imprints: Whether you’re a book publisher that has recently merged with another or a periodical publisher that puts out several different titles, you have a lot to juggle. How have you integrated your workflows? How do you reconcile differences in style and process?
  • XML first: How close are traditional publishers to an XML-first workflow? Some communities, like the technical communicators, have been “single sourcing” for years. What can we learn from them?
  • Editorial archiving: After each project, you’re left with a large stack of documents—whether physical or virtual. What do you keep? What do you recycle? What do you shred? How do you store the documents for easy retrieval? What security, liability, and ethical issues do you need to consider? What is the historical value of a set of editorial archives?
  • Mentorship: Thirty years ago, when publishing programs weren’t nearly as prevalent as they are today, in-house mentorship was the foundation upon which editors built their careers. Does mentorship still have a role to play? What does it look like? What should it look like?
  • Indexing: Are your publications indexed? Should they be? How do you find quality indexers? What is your indexing workflow? Do you have your indexers do embedded indexing?

Please spread the word about this one-of-a-kind event. For more information about PubPro 2014, visit the event’s main page. Read a recap of last year’s event on EAC-BC’s newsletter, West Coast Editor, or my previous blog posts.

UPDATE (April 12, 2014): Registration is now open!

Back to school: A self-indulgent personal post

This week I got an official letter of acceptance to the PhD program in SFU’s Faculty of Health Sciences, where I’ll be studying knowledge translation. In particular, I’ll be looking at ways to apply plain language principles to mental health research to make it more accessible to patients, practitioners, advocacy groups, and policy makers. I’m thrilled by the prospect of applying my editorial skills and clear communication knowledge to increase health and scientific literacy.

Although I’m heading back to school, in no way will I be leaving publishing; I adore my career, and my plan (although plans may change, of course) is to come right back once I’ve completed the degree. In the meantime, I’ll be dialing down the amount of publishing work I take on to a small handful of projects a year so that I can focus on my research.

I’ll also be drastically cutting back on my volunteer commitments with organizations such as the Editors’ Association of Canada. Over the past two years I’ve been a member of EAC’s Certification Steering Committee, which oversees the national program that certifies editors who have demonstrated excellence in proofreading, copy editing, stylistic editing, or structural editing. This committee is made up of some of the smartest, funniest, and most dedicated people I know, and working with them on projects to promote and strengthen the certification program has been a huge privilege. Leaving this collegial, optimistic, and productive group in August will be bittersweet.

At the branch level, I’ve worked with Frances Peck for the past two seasons (and with Micheline Brodeur last year) on the EAC-BC Programs Committee to set topics and invite speakers for our monthly meetings. We managed to put together an impressive lineup of speakers on fascinating subjects from forensic linguistics and cartography to subcontracting and the evolving role of libraries. Our ideas have spilled over into next season, and whoever takes over on the committee next year will be able to hit the ground running.

I can’t emphasize enough that my experiences on these committees—not to mention the professional relationships and friendships I’ve forged—have been tremendous for professional development, and I urge anyone considering volunteering for EAC to seize the opportunity. I will still be an active EAC member, and I am still happy to volunteer for small jobs here and there or for one-off events, but I’ll no longer have the time for ongoing committee work. If there’s still demand after this year’s PubPro unconference, a peer-driven professional development event for publication production professionals, I would be more than willing to run it again. And I still hope to attend EAC meetings and conferences and write up what I’ve gleaned from the sessions on my blog (although once I’m off the Programs Committee, I may allow myself to miss the odd meeting).

Speaking of my blog, my intention is still to post regularly on editorial, indexing, publishing, and plain language topics, but you might start seeing a bit more of a knowledge translation, health literacy, or mental health bent to my writing. Realistically, though, I won’t have time to do any more book reviews once school starts up. I’d love to keep crapping out my dumb little cartoons, but I might not be able to keep up with my monthly schedule.

Finally, I’d love to keep teaching in SFU’s Writing and Communications program. Changes are afoot in how those courses are being offered, though, so I’m not sure if I’ll still have a role to play. If it turns out that I will, I’ll be sure to post news about upcoming courses.

I’d like to thank all of my friends, colleagues, and mentors who have given me encouragement and advice as I’ve plotted this next step, which I have wanted to take for a long time. I feel incredibly lucky to be surrounded by so many amazing, supportive people.

What the heck’s happening in book publishing? (EAC-BC meeting)

Freelance writer, editor, indexer, and teacher Lana Okerlund moderated a lively panel discussion at the November EAC-BC meeting that featured Nancy Flight, associate publisher at Greystone Books; Barbara Pulling, freelance editor; and Laraine Coates, marketing manager at UBC Press. “There are lots of pronouncements about book publishing,” Okerlund began, “with some saying, ‘Oh, it’s doomed,’ and others saying that it’s undergoing a renaissance. What’s the state of publishing now, and what’s the role of the editor?”

Flight named some of the challenges in trade publishing today: publishers have had to scramble to get resources to publish ebooks, even though sales of ebooks are flattening out and in some cases even declining. Print books are also declining: unit sales are up slightly, but because of the pressure to keep list prices low, revenues are down. Independent bookstores are gone, so there are fewer places to sell books, and Chapters-Indigo is devoting much less space to books. Review pages in the newspaper are being cut as well, leaving fewer options for places to publicize books. The environment is hugely challenging for publishers, explained Flight, and it led to the bankruptcy just over a year ago of D&M Publishers, of which Greystone was a part. “We’ve all risen from the ashes, miraculously,” she said, “but in scattered form.” Greystone joined the Heritage Group while Douglas & McIntyre was purchased by Harbour Publishing, and many of the D&M staff started their own publishing ventures based on different publishing models.

The landscape “is so fluid right now,” said Pulling. “It changes from week to week.” There are a lot of prognosticators talking about the end of the traditional model of publishing, said Pulling. The rise of self-publishing—from its accessibility to its cachet—has led to a lot of hype and empty promises, she warned. “Everybody’s a publisher, everybody’s a consultant. It raises a lot of ethical issues.”

The scholarly environment faces some different challenges, said Coates. It can be quick to accept new things but sometimes moves very slowly. Because the main market of scholarly presses has been research libraries, the ebook issue is just now emerging, and the push is coming from the authors, who want to present their research in new ways that a book can’t really accommodate. She gave as examples researchers who want to release large amounts of their data or authors of Aboriginal studies titles who want to make dozens of audio files available. “Is confining ourselves to the book our mandate?” she asked. “And who has editorial control?”

Okerlund asked the panel if, given the rise in ebooks and related media, editors are now expected to be more like TV producers. Beyond a core of editorial skills, what other skills are editors expected to have?

“I’m still pretty old-fashioned,” answered Flight. “The same old skills are still going to be important in this new landscape.” She noted an interesting statistic that ebook sales are generally down, but ebooks for kids in particular have fallen 45% in the first half of 2013. As for other ebook bells and whistles, Greystone has done precisely one enhanced ebook, and that was years ago. They didn’t find the effort of that project worth their while. Coates agreed, saying “Can’t we just call it [the enhanced ebook] a website at this point? Because that’s what it really is.” Where editorial skills are going to be vital, she said, was in the realm of discoverability. Publishers need editors to help with metadata tagging and identifying important themes and information. Scholarly presses are now being called upon to provide abstracts not just for a book but also for each chapter, and editors have the skills to help with these kinds of tasks.

Pulling mentioned a growing interest in digital narratives, such as Kate Pullinger’s Inanimate Alice and Flight Paths, interactive online novels that have readers contribute threads to the stories. Inanimate Alice was picked up by schools as a teaching tool and is considered one of the early examples of transmedia storytelling. “Who is playing an editors’ role in the digital narrative?” asked Pulling. “Well, nobody. That role will emerge.”

Okerlund asked if authors are expected to bring more to the table. Flight replied, “Authors have to have a profile. If they don’t, they are really at a huge disadvantage. We’re not as willing to take a chance on a first-time author or someone without a profile.” Pulling expressed concern for the authors, particularly in the “Wild West” of self-publishing. “What happens to the writers?” she asked. In the traditional publishing model, if you put together a successful proposal, the publisher will edit your book. But now “Writers are paying for editing. Writers are being asked to write for free. They need to be able to market; they need to know social media. It’s very difficult for writers right now. Everybody’s trying to get something for nothing.” She also said that although self-publishing offers opportunity in some ways, “there’s so much propaganda out there about self-publishing.” Outfits like Smashwords and Amazon, she explained, have “done so much damage. It’s like throwing stuff to the wall and seeing what sticks, and they’re just making money on volume.”

Pulling sees ethical issues not only in those business practices but also in the whole idea of editing a work to be self-published, without context. “It’s very difficult to edit a book in a vacuum,” she said. “You have to find a way to create a context for each book,” which can be hard when “you have people come to you with things that aren’t really books.” She added, “Writers are getting the message that they need an editor, but some writers have gotten terrible advice from people who claim to be editors. Book editing is a specialized skill, and you have to know about certain book conventions. Whether it’s an ebook or a print book, if something is 300,000 words long, and it’s a novel, who’s going to read that?” A good, conscientious book editor can help an author see a larger context for their writing and tailor their book to that, with a strong overall narrative arc. “It’s incumbent upon you as a freelancer to educate clients about self-publishing,” said Pulling. Coates added, “We have a real PR problem now in publishing and editing. We’ve gotten behind in being out there publicly and talking about what we do. The people pushing self-publishing are way ahead of us. I think it’s sad that writers can’t just be writers. I can’t imagine how writing must suffer because of that.”

Both Flight and Pulling noted that a chief complaint of published authors was that their publishers didn’t do enough marketing. But, as Pulling explained, “unless it’s somebody who is set up to promote themselves all the time, it’s not as easy as it looks.” Coates said that when it comes to marketing, UBC Press tries everything. “Our audiences are all over the place,” she explained. “We have readers and authors who aren’t on email to people who DM on Twitter. It’s subject specific: some have huge online communities.” Books built around associations and societies are great, she explained, because they can get excerpts and other promotional content to their existing audiences. She’s also found Twitter to be a great tool: “It’s so immediate. Otherwise it’s hard to make that immediate connection with readers.”

Okerlund asked the panel about some of the new publishing models that have cropped up, from LifeTree Media to Figure 1 Publishing and Page Two Strategies. Figure 1 (started by D&M alums Chris Labonté, Peter Cocking, and Richard Nadeau), Pulling explained, does custom publishing—mostly business books, art books, cookbooks, and books commissioned by the client. Page Two, said Pulling, is “doing everything.” Former D&Mers Trena White and Jesse Finkelstein bring their clients a depth of experience in publishing. They have a partnership with a literary agency but also consult with authors about self-publishing. They will also help companies get set up with their own publishing programs. Another company with an interesting model is OR Books, which offers its socially and politically progressive titles directly through their website, either as ebooks or print-on-demand books.

The scholarly model, said Coates, has had to respond to calls from scholars and readers to make books available for free as open-access titles. The push does have its merits, she explained: “Our authors and we are funded by SSHRC [the Social Sciences and Humanities Research Council of Canada]. So it makes sense for people to say, ‘If we’re giving all this money to researchers and publishers, why are they selling the books?'” The answer, she said, lies simply in the fact that the people issuing the call for open access don’t realize how many resources go into producing a book.

So where do we go from here? According to Pulling, “Small publishers will be okay, as long as the funding holds.” Flight elaborated: “There used to be a lot of mid-sized publishers in Canada, but one after another has been swallowed up or gone out of business.” About Greystone since its rebirth, Flight explained, “We’re smaller now. We’re just doing everything we’ve always done, but more so. We put a lot more energy into identifying our market.” She added, “It’s a good time to be a small publisher, if you know your niche. There’s not a lot of overhead, and there’s collegiality. At Greystone we’ve been very happy in our smaller configuration, and things are going very well.”

Pulling encouraged us to be more vocal and active politically. “One of the things we should do in Vancouver is write to the government and get them to do something about the rent in this city. We don’t have independent bookstores, beyond the specialty stores like Banyen or Kidsbooks. And at the same time Gregor Robertson is celebrating Amazon’s new warehouse here?” She also urged us to make it clear to our elected representatives how much we value arts funding. One opportunity to make our voices heard is coming up at the Canada Council’s National Forum on the Literary Arts, happening in February 2014.

Pilar Wyman—Metadata, marketing, and more (ISC conference 2013)

Pilar Wyman (@pilarw on Twitter) is the immediate past president of the American Society for Indexing, as well as a member of the ASI’s Digital Trends Task Force, and she spoke at the ISC conference about promoting indexes as metadata and showing our clients how our indexes can be used as sales tools for their books.

We’re used to thinking of a book’s metadata as information about the book as a product—its title, author, ISBN, etc.—but a book’s index can also serve as metadata: each index heading and subheading can be thought of as a tag for a chunk of text that we want readers to see. As a result, readers can use this metadata to provide them with a filtered view of the content that reveals specific facets or dimensions of a book.

Indexes, Wyman argues, are as important for ebooks as a search function. They

  • add browsability and help readers find what they need by expanding the number of access points to content
  • serve as a navigational tool
  • offer pre-analysis: indexes give readers a good sense of the range of topics covered and the importance of each
  • provide a conversation with the reader, allowing publishers to show what their product has to offer

Wyman advocates giving away a book’s index for free (as Amazon essentially does with its Look Inside feature) as a marketing strategy, to let readers know what they could be getting. She also showed us the potential of index mashups, in which you combine the indexes of several publications in a collection, allowing users to browse or search across all of them. These mashups could be enormously useful for “scrapbook files”—collections of content from a variety of sources, as you’d find in a university course pack, for example.  Each heading in the mashed-up index is a link, taking you either directly to the content or to a summary screen of available information, with context. Most importantly for publishers, these indexes would offer users a direct link to purchase any of the books included in the mashup.

To exploit this marketing potential of ebook indexes, whether they are standalone indexes or mashups, publishers should link them—both in to the content and out to further resources or places to buy the book. These linked indexes should be included as back-of-the-file chapters or, better yet, in the front of an ebook so that the index gets searched first. For usability, the index should be accessible wherever you are in the book (just as you can flip to the back of a print book anytime you want), and the “find” tool should bring up the best hits, as identified by the index. Results should show snippets of a term in context, and cross-references should help the reader refine their search terms.

Generic cross-references can often present a dilemma for the indexer (e.g., Does See specific battles really give readers the information they need?), but Wyman’s vision for the EPUB index eliminates this problem: “specific battles” would link to a list of those battles, which would in turn link to the corresponding headings in the index. She also adds that smart use of tagging would allow you to filter not only based on concept but also type of content. For example, many of us already indicate definitions with boldface, images with italics, etc. This “decoration metadata,” as Wyman calls it, can be another layer of information that users can use to narrow their search down to what they need. Wyman also introduced the concept of a reverse index: users can highlight a section of text and discover what terms in the index are associated with it, allowing them to easily jump to other places in the text that discuss the same topic.

As indexers, Wyman said, we’re already skilled at figuring out aboutness and can easily apply those skills, especially if we’re already familiar with embedded indexing, to semantic tagging of text. If we can persuade our clients of the value of using our indexes as a sales tool, we can further leverage our expertise.

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(My take: I think the idea of index mashups is brilliant. My colleagues who work in academic publishing spend huge amounts of time compiling different catalogues for different subject areas and markets. Offering one index mashup of all of their Aboriginal studies titles and another for their women’s studies titles, for example, could allow them to show the breadth and depth of their list to particular target markets, including academics considering course adoptions and subject-specific libraries.)

Learning to type: Adventures in publishing

Huh. Well, I’ve been meaning to post a recap of Scott McIntyre’s talk at last Tuesday’s Alcuin AGM, but I’ve been swamped with work and haven’t been able to get to it. The Alcuin Society has since uploaded the full video of his talk here.

I promise to post something soon—after I get through this crush of work. Next week I’ll be heading to Halifax for the Indexing Society of Canada and Editors’ Association of Canada conferences, and I’ll make my write-ups of the sessions I attend available when I manage to get to them.

PubPro 2013 recap

Managing editors and publication production managers from across BC gathered at SFU Harbour Centre on Saturday for the first ever PubPro unconference. We had representatives from educational publishers, trade book publishers, self-publishers, magazine publishers, journal publishers, technical publishers, course developers, communications departments, and more.

The day kicked off with session pitches: participants interested in presenting had a minute to pitch their topics to the crowd. Then, based on audience interest, our volunteers assigned each talk to one of our rooms. Yvonne Van Ruskenveld (West Coast Editorial Associates), Rob Clements (Ingram Content Group), Anne Brennan (Allegro Communications and EAC’s Certification Steering Committee), John Maxwell (SFU), and Jennifer Lyons (Influence Publishing) offered to present, and I  pitched my talk about the editorial wiki I built as an in-house editor.

After the presentations were added to the schedule, we still had several slots to fill, so I proposed four discussion topics and asked members of the audience to volunteer to lead them. Eve Rickert stepped up to lead the discussion about managing a team of editors and working with freelancers; Jesse Marchand led a discussion about digital workflow; Brian Scrivener chaired the roundtable on project management and workflow; and Lara Smith took on the managing editors’ wish list for production management software.

We planted a volunteer in each of our rooms to help the presenters set up and to keep the day on track. To make sure we captured the day’s main takeaways, we also had a volunteer in each room taking notes. I spent my day in the main event room helping the presenters there, so I didn’t get a chance to partake in what I’ve heard were lively and engaging discussions.  I look forward to reading our volunteers’ notes and catching up on what I missed; they will be compiling a full recap of the day for West Coast Editor, EAC-BC’s online newsletter, and I’ll post an update when the article appears.

Here’s a summary of what I did see:

Yvonne Van Ruskenveld—Interactive Editing: Big Project, Big Team, Tight Deadlines

West Coast Editorial Associates’ Yvonne Van Ruskenveld shared with us some of her wisdom gained from her experiences working in educational publishing, which can be vastly more complex than trade publishing owing to the sheer number of people involved. A project manager has to oversee the work of several writers, editors, artists, designers, picture researchers, and layout technicians, and when one phase of a project slips, the problem can cascade and put the entire project in jeopardy. In the planning phase, Van Ruskenveld said, it’s important to map out the whole project and consider issues such as how non-editors might be used to support substantive or developmental editors. Team members should receive an outline of the editorial process, a schedule, and a style sheet, as well what Van Ruskenveld calls a “project profile”—an annotated sample of a unit or chapter showing exactly what elements it has to contain.

A theme that ran throughout Van Ruskenveld’s talk was the importance of considering the social aspect of your team: a team functions more smoothly if members are encouraged to interact with one another and communicate freely. The project manager should set the tone for the group dynamics by being open, acknowledging receipt of messages, and responding promptly to team members. Most importantly, the project manager should be able to troubleshoot quickly and without pointing fingers. Once the project has wrapped up, the project manager should be sure to congratulate the team members and celebrate their contributions.

That said, Van Ruskenveld—and a few audience members—did acknowledge that some editors are just not suited to this kind of a project. Again, because educational publishing is so demanding, editors who can’t deliver on deadline should probably not be assigned to such a project, nor should editors who can’t work without a lot of guidance.

Rob Clements—Print on Demand for Editors

Rob Clements, now a sales manager at Ingram Content Group, began his publishing career at Regent College Publishing, where he eventually became the managing editor. There he helped revive out-of-print titles of Christian academic literature that had a small but enthusiastic readership by acquiring the rights to those books and printing small quantities. After hearing about Ingram’s Lightning Source print-on-demand service, he quickly became a big fan of the platform but expressed to Ingram his frustrations relating to the importation process of the print-on-demand copies. Ingram responded by offering him a job: Clements would be responsible for resolving some of the problems specific to Canadians who wanted to use Ingram’s services.

Lightning Source was founded in 1997 as a division of Ingram Content Group, and it provides digital and offset print services that help publishers sidestep the traditional supply chain, which is full of risk—risk that stock won’t arrive to a retailer in time to meet demand, risk that sell-in will be poor and that copies will sit in a warehouse, risk that sell-through will be poor and returns will have to be remaindered or pulped. Print-on-demand offers just-in-time delivery that not only eliminates this risk but also allows publishers to print in any market. Print-on-demand technology is well suited to Canadian publishing, which by definition is small-market publishing.

For editors, Clements said, opportunities lie in publishers’ and self-published authors’ desires to make reprint changes to their books. Since tweaks and adjustments are now so easy to implement—you need only wait until the next copy to be printed to see your changes made—editors will be called upon to manage and execute this process.

Anne Brennan—EAC Certification

Certification Steering Committee co-chair Anne Brennan spoke to the group about EAC’s certification program. The program was developed over the last two decades, Brennan explained, and is based on EAC’s Professional Editorial Standards. Candidates can write exams to become certified in proofreading, copy editing, stylistic editing, or structural editing—and if they pass all four, they earn the title of Certified Professional Editor. Brennan was quick to point out that not passing the certification tests doesn’t mean that you’re not a good editor, but becoming certified means that you’ve achieved the gold standard in editing.

The program’s advantages for freelancers are often touted: certification demonstrates an editor’s excellence to existing and potential clients, thus allowing that editor to gain confidence, bypass some requirements for certain contracts (e.g., some provincial government contracts allow certified editors to bid without submitting a portfolio), and maybe even raise his or her rates. But why should organizations and in-house editors care about certification? In-house editors who achieve certification are in a better position to ask for a raise or a promotion, Brennan noted, and if you’re looking for an editor, hiring someone who’s certified basically eliminates the need to test them. Opting for someone in the roster of certified editors means you’re hiring a professional who has proven that he or she can deliver excellent work. Organizations that encourage their employees to pursue certification are essentially publicly declaring their commitment to high editorial standards and clear, effective communication.

I added that I pursued certification while I was in house because I was responsible for giving editorial feedback to freelance and junior editors. Being certified gave me the confidence to go into those conversations confident and informed.

John Maxwell—Beyond Microsoft Word

Are we forever trapped in the clutches of Microsoft Word? John Maxwell explored some alternatives to the program in his talk, in which he argued that Word was really made for another time and isn’t well suited to the interactive editor–author relationship we can accommodate and have come to expect today. What are some of the other options out there?

Maxwell said right off the bat that he wouldn’t be talking about OpenOffice, which basically replicates the functionality of Microsoft Office and so isn’t an alternative to it at all. One class of true alternatives are word processors in the cloud, such as Google Docs or the ubiquitous Wysiwyg online editor on platforms like WordPress, although Maxwell did say that the next-generation HTML5 editors would likely overtake the latter very soon. Google Docs allows for collaborative authoring and editing—two people can simultaneously work on a document as long as they’re not making changes to the same paragraph—and you can see the revision history of a document, but it doesn’t really track the changes in a way that editors might want.

Another class of options includes simplified writing tools that allow you to focus on the words and not have to worry about document formatting; these include Scrivener and Editorially (in development). Part of this “back to the simple text editor” movement is the concept of markdown, a very lightweight markup language: gone are the intimidating tags that you see in XML; instead you use underscores to format text into italics, asterisks for boldface, etc.

For versioning and editorial workflow, Maxwell mentioned Git, a software tool that programmers use. It allows multiple people to edit a document at the same time and will flag editing conflicts when they arise. Although there’s a possibility it will creep into the mainstream, Maxwell thinks it will likely remain primarily a tool for the software development community. Other tools that allow versioning are wikis, which allow you to see a page’s revision history, and annotation tools that are used for peer review in scholarly publishing.

Finally, Maxwell gave us a demo of Poetica, which is being developed by a programmer and poet pair. Writers can upload or input plain text and ask for editorial input; an editor can then make suggestions, which appear as overlain editorial markup. The impressive demonstration elicited some oohs and aahs from the audience; as Maxwell later remarked to me, “You could feel the air pressure drop when everyone gasped.” He fielded several questions about what the software could and couldn’t do, and he suggested that people contact the developers for a chance play with it and send them comments about what kinds of features they’d like to see.

Iva Cheung—The Editorial Wiki: An indispensable communication and training tool

I’m glad I got to talk to the PubPro group about the remarkable usefulness of the editorial wiki that I built while I was editorial coordinator at D&M. I’ve covered all of the points in my talk in a previous post, so I won’t repeat them here, but I was so encouraged by the responsiveness of audience members to the idea. I hope some of them will decide to implement a wiki—or something like it—for their own organization, and I’m always available to consult on such a project if they go forward.

The sessions, each only forty minutes long, prompted incredibly interesting discussions that continued through the lunch break and at the afternoon’s networking tea, a completely unstructured session in which participants could grab a tea or coffee and keep the conversation going. We also invited pre-registered freelancers to join us for the tea, because we couldn’t pass up the opportunity to put editors and indexers in the same room as those who might be interested in hiring them.

We wrapped up the day with a brief closing session, where we gave away two books, Adrian Bullock’s Book Production, which went to Lara Smith, and International Paper’s Pocket Pal, which went to Anne Brennan.

All in all, PubPro was an eye-opening, inspiring day. (Check out the Storify that EAC-BC compiled.) A million thanks to our amazing crew of volunteers, without whom the day would not have gone nearly as smoothly: Maria Jose Balbontin, Megan Brand, Lara Kordic, Jesse Marchand, Dee Noble, Claire Preston, Michelle van der Merwe, and Grace Yaginuma. Thanks also to EAC-BC (especially professional development co-chairs Tina Robinson and Eva van Emden) and the Canadian Centre for Studies in Publishing (particularly Rowly Lorimer, Suzanne Norman, and John Maxwell), as well as our event sponsors—Friesens, Hemlock, Ingram, and West Coast Editorial Associates. I’m elated by the positive feedback I’ve received so far from participants. We may have to do something like this again!

The Alcuin Society honours Will Rueter and The Aliquando Press

The Alcuin Society gave its sixth annual Robert R. Reid Award and Medal for lifetime achievement in the book arts to Will Rueter—teacher, printmaker, bookbinder, graphic designer, one-time senior designer at the University of Toronto Press, and founder of The Aliquando Press, a private press based in Dundas, Ontario. To celebrate this honour, the Alcuin Society invited Rueter and fellow private press owner Rollin Milroy (of Heavenly Monkey) to sit down for an informal interview and chat.

To kick off the evening, Alcuin board member Ralph Stanton acknowledged Leah Gordon, who helped organize the event, as well as special guests in the audience—patron Yosef Wosk; Don McLeod, editor of The Devil’s Artisan magazine; Stan Bevington of Coach House Press; typographer Rod McDonald; Chester and Camilla Gryski of Toronto; and of course Will Rueter himself. Stanton introduced Rueter, a member of the Royal Canadian Academy of Art and the Society of Graphic Designers of Canada, who established The Aliquando Press in 1963 and has published over one hundred books and broadsheets, as well as interviewer Rollin Milroy, who, through Heavenly Monkey, has published about three dozen books, the archives of which are housed in Rare Books and Special Collections at UBC Library.

Milroy began his interview by asking Rueter about his background; as it turns out, Rueter’s family has a long history in the book arts. His grandfather’s brother was a Dutch artist who created patterned papers, some of which found its way into Rueter’s Majesty, Order and Beauty: Selections from the Journals of T.J. Cobden-Sanderson. Rueter’s father was a printmaker as well, although because his parents were divorced, Rueter never got a chance to see his father’s private press.

He travelled to Europe to meet his Dutch family in 1960, and he lived in London for ten months. “I had no money but was able to find a small job and soak up whatever I could,” he said. When he got the opportunity to see the Book of Kells, which was being exhibited at the Royal Academy on loan from Ireland, he became excited about the physical properties of the book.

Rueter returned to Canada, where he worked for while in a bookstore and discovered the work of Frank Newfeld. He became inspired to be a book designer and wanted to be able to do everything himself. The hurdle, Rueter explained, was that he knew nothing about making books.

Rueter bought a tabletop press and, under the mentorship of Stan Bevington, began to design and print. It was an exciting time for typography in Ontario, said Rueter: advertising design was strong, and that aesthetic seeped out into book design. Private presses were experimenting with exciting ways of presenting information, poetry, and essays. With the encouragement of designer and typographer Leslie (Sam) Smart, Rueter returned to Europe in 1968 and spent three months reading, looking at time, and visiting the Monotype Works. When he returned to Canada, he had no job, and he applied for a graphic design position at the University of Toronto Press.

Milroy asked if Rueter was interested in publishing generally or in academic publishing specifically. Rueter replied that he would have been happy with any job in publishing but he was lucky to have ended up at the University of Toronto Press, saying that his boss, Allan Fleming, gave him an awful lot of confidence. Rueter noted that scholarly publishing pushed him to find creative ways of tackling what he called “the minutiae of scholarly design”—the bits and pieces including footnotes, block quotes, tables, charts, and images—and he adapted many of those ideas to his work at The Aliquando Press, which occupied his evenings and weekends.

Rueter told us that he and Jim Rimmer shared a mentor in Paul Duensing. Duensing loved monotype machines and designed and cast his own type. He owned his own foundry and was in the unique position of being a one-man shop. Through Duensing, Rueter met Leonard Bahr of Adagio Press. Bahr, said Rueter, was a type-A personality—“He was once hospitalized because he found a typo in a book he’d just printed,” Rueter said, prompting raucous laughter. “He was totally passionate about type and books.” Bahr had wanted to write a book on private printing and even set some of it in type, but he never completed it. Miraculously, Rueter said, he’d kept Bahr’s galley proofs, and on the fiftieth anniversary of The Aliquando Press, Rueter printed Pressing Matters, a book in Bahr’s honour. Bahr’s first two chapters became the first two essays of the book; Bahr had written an outline for the subsequent chapters but hadn’t gotten any further. Pressing Matters also included correspondence from Paul Duensing and a contribution about the economics of the private press publishing from Rollin Milroy. Rueter contributed an afterword, “Printing Is Pleasure,” about the state of the private press today.

“What about the future?” Rollin Milroy asked. “I can’t make any prognostications,” Rueter answered, adding that he hopes the private press will continue to exist even if technological changes mean that the physical book may not exist at a commercial scale. “I can’t imagine not having a private press,” said Rueter, explaining that he feels he’s been able to hide behind the press—that the discipline of making books has forged his sense of self and has been a kind of salvation for him. He hopes that in the future we uphold “the importance of the text—always the text—because that’s what we work for.”

Milroy showed some examples of Rueter’s hand lettering, asking, “Do you think it’s important for people interested in the graphic arts to render letters by hand?”

“Absolutely,” answered Rueter. “It’s important to appreciate the subtlety of letterforms,” as well as the relationships between them. He mentioned that he’d tried to design his own typeface, but it was clunky and just didn’t work. “Letterforms are not necessarily type,” he elaborated. They have their own rules and disciplines when they become type.”

Rollin Milroy mentioned that he and Rueter both shared a strong interest in music, as well as a desire to express that interest through printing and books. “Why do you see these two media overlapping?” Rueter admitted that he has great difficulty with music and that he can’t read it. But he says he can’t print without music. “Letterpress printing and private printing have a kind of parallel relationship with early music,” he said. Whereas a piano is refined, he explained, earlier instruments such as harpsichords and lutes have a kind of tension; you get sour notes if they are not well tuned, much like a letterpress.

How, asked Milroy, does someone wanting to create their own press today get started? “Talk to anyone who’s actually printing,” said Rueter. “Read the classics.” He recommended several titles, including

  • D.B. Updike’s Printing Types
  • Just My Type by Simon Garfield
  • The Book in the Renaissance by Andrew Pettegree
  • Letterpress Now by Jessica White

“Be devoted to printing, want to learn,” said Rueter. “There is no money to be made, but you can have a lot of fun.” He added that one of the joys of letterpress these days is the flexibility to experiment offered by polymer plates.

Milroy asked Rueter which of his own books were his favourite. Rueter mentioned the following:

  • The Articulation of Time, a book he printed twenty years ago, “the first time I really became aware of my own mortality,” he said. The book features a lot of quotations and poetry that had meaning to him at the time.
  • Diary of an Amaryllis, which features colour reproductions of drawings by Rueter’s wife, who illustrated the life cycle of an amaryllis plant.
  • Majesty, Order and Beauty, the diary of T.J. Cobden-Sanderson. Rueter described Sanderson (1840–1922) as “one of the most complex people. He started life as a barrister but then became the best bookbinder of the nineteenth century. He wrote journals and was an important figure in the early fine-press movement.”

“Private printers do work in very strange ways,” Rueter said. He offered a quote from Henry James, saying “He’s talking about writing, but I think it says a lot about private printing and its frustrations: ‘We work in the dark—we do what we can—we give what we can… The rest is madness of art.”

The evening ended with a tribute from last year’s Robert R. Reid recipient, Stan Bevington, who said of Rueter’s work, “Every letter has been picked up by hand. And his choice of paper is exquisite… As a designer at the University of Toronto Press, the largest university press in Canada, Will Rueter made a great contribution to setting high standards for commercial printing.” At Aliquando, Bevington added, Rueter is involved in every aspect: selecting texts, editing, designing, writing, illustrating, setting type, and printing. He has come a long way from his first book, A Bach Fugue, which Rueter derided as having “derivative design and poor inking” to the impressive opus of Majesty, Order and Beauty, which was his hundredth publication.

Each of the audience members got to go home with a special keepsake—a gorgeously printed and incisive quote from Latin grammarian Terentianus: “Pro captu lectoris habent sua fata libelli”—or “The fate of books depends on the capacity of the reader.”

Book review: Book Production

More than any other role in publishing, production seems to be one in which people learn by doing. Whereas editors and designers have a wealth of  professional development courses and workshops at their disposal, those who shepherd publications through the production process don’t have as many options for structured learning. Some design courses touch on how to liaise with commercial printers, but most of the managing editors and production managers I know started off in either editorial or design and fell into the rather critical role of project management without specific project management training.

The lack of formal training hasn’t been particularly detrimental to those in production, who are generally tapped for those jobs because they’re already super organized and are adept at problem solving. What courses and workshops also offer beyond just their content, though, is a tribal culture, where you can learn from more experienced peers through an oral history of sorts. When that aspect is missing in your career, it can be pretty easy to feel isolated.

Enter Adrian Bullock, a publishing veteran who has written Book Production (published by Routledge), a lucid and comprehensive guide to everything from project management and prepress to printing, binding, and getting stock into the warehouse. Written in crystal clear, plain English, this book offers practical advice about how best to balance the needs of a book’s various stakeholders, recognizing that in the real world, the goal of publication production management is to reach an acceptable compromise between speed, quality, and cost. Eschewing the sentimentality that publishing-related books often carry—about the industry’s contributions to culture, the beauty of books as artifacts, etc.—Bullock’s book is grounded in the best practices of making the business of publishing viable:

The big difference between a publishing project and, say, building a school, is that publishing projects are usually carried out in a highly competitive, commercial environment, where there is an unremitting drive to produce new products and a premium on bringing them to market as speedily and cheaply as possible, working in the knowledge that someone else might get there before you, and produce a better or cheaper project into the bargain.

In this kind of environment time becomes speed, money becomes price, and quality can become relative. Skills, equipment and project logic are all co-ordinated to make the project move faster and cost less than one’s competitors can. (p. 7)

One of the book’s major strengths is the way in which it formalizes project management principles in a publishing context. Bullock emphasizes the need for a well-defined project management cycle that incorporates a clearly articulated plan, implementation, and also a post-mortem phase:

It is precisely because life in production can be so relentlessly hectic and busy, and there is a tendency to move without thinking from one project to another, that reflection plays such a vital part in project management, and why reflection should be formalized to become standard procedure at the end of a project, giving everyone involved a chance to discuss what they think went well, what didn’t go well and how things can be done better the next time. Reflections should take no longer than 20–30 minutes, especially if project team members know that it is standard, and come to the meeting prepared. (p. 76)

Bullock is clear about the many demands of a job in book production. Above all, however, a project manager must be a good communicator:

Communication is a vital tool in managing the project: its value cannot be overstated. Poor quality communication is one of the commonest causes of unsuccessful projects… (p. 21)

Communication starts with the project definition and continues right through to completion. The more that people directly, and indirectly, involved in the project know about it, the better. Telling people – in-house staff, suppliers and other stakeholders, what is expected and what is happening, helps to manage expectations and eliminates last-minute surprises. (p. 22)

A sound project definition notwithstanding, the number of variables in a project mean that something will likely go wrong somewhere. Adrian Bullock offers this level-headed advice:

It’s only when the problem has been solved and the project is moving forward again – and only then – that you can start to work out what went wrong, how it went wrong, whose fault it is, how to prevent it recurring, and the amount of compensation you could reasonably expect, if the supplier is at fault. Remember that the person whose fault it might be could well be the person most able to sort out the problem. (p. 73)

Whereas Book Production‘s first section deals with managing editorial and design, its second half looks at physical production. Bullock gives a fascinating overview of the raw materials that go into a book—how paper is made, what kinds of inks are used for printing and glue for binding, etc.—and offers tips about selecting an appropriate commercial printer. Throughout, he reminds readers to be mindful of environmental issues, from considering recycled paper options to keeping track of the number of book miles that stock has to travel.

With the increased awareness of environmental and green issues, you would want to know how green your printer is in terms of how it manages its impact on the environment. This could be through an accredited environmental management system (EMS), which has been certified to a recognized standard such as ISO 14001. Or it could be that the printer has reduced its emissions of volatile organic compounds (VOCs) from printing, uses recycled paper, is FSC (Forest Stewardship Council) certified and has policies for waste recycling and energy reduction. (p. 65)

Bullock mentions several other standards and certification programs that production managers should be aware of, many of which can help streamline workflow. For example, ISO 9001 certification means that a printer has excellent quality management systems in place, making it unnecessary, some publishers believe, to proof printer’s proofs; using the International Color Consortium colour management system can eliminate the need for colour correction; and

JDF [Job Definition Format] is an XML-based industry standard, which is being developed by the international consortium CIP4 (the International Co-operation for the Integration of Processes in Prepress, Press and Postpress Organization). According to the CIP4 website, JDF:

  • ‘is designed to streamline information exchange between different applications and systems
  • is intended to enable the entire industry, including media, design, graphic arts, on-demand and e-commerce companies, to implement and work with individual workflow solutions
  • will allow integration of heterogenous products from diverse vendors to create seamless workflow solutions.’ (p. 98)

This last example shows that although Book Production is focused mainly on traditional print books, it also gives up-to-date information about XML and other digital workflows, as well as print-on-demand and short-run printing technologies. This book is packed with case studies that show the reader what kinds of scenarios can arise in book production and how best to implement the ideas that Bullock has laid out in the text. Those new to book production will appreciate this book’s clarity and thoroughness. Seasoned production managers will find affirmation in having their practices validated and reinforced, and they may even learn about some recent developments that might make their jobs a lot easier.

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Rather than give this book away at an upcoming EAC-BC meeting, as I’ve done with the other books I’ve reviewed, I’ll be offering my copy of Book Production as a door prize to participants of the upcoming PubPro 2013 professional development event. Register now!