Category: Editing

Exploring Vancouver pubs

Starting tomorrow you can get your own copy of Exploring Vancouver: An Architectural Guide, the story of Vancouver as told through its architecture. The book is organized into fourteen walking/driving tours of the city’s neighbourhoods and its closest suburbs, each showcasing structures of note—for their architectural excellence or for their historical significance. Architectural historian Harold Kalman and architectural critic Robin Ward have put together an authoritative but accessible guide featuring eye-popping photography by John Roaf in a stunning package designed by the fabulous Naomi MacDougall.

2011 Tom Fairley shortlist announced

I’m very excited to be among three editors shortlisted for the Tom Fairley Award for Editorial Excellence, for my work on Cow by Florian Werner, translated by Doris Ecker. I’m extremely grateful to Nancy Flight for nominating me. When one of your most respected mentors deems your work worthy of an award, the nomination truly is an honour unto itself. Thanks also to Florian Werner and designer Naomi MacDougall for supporting my nomination.

Congratulations to my fellow shortlisted nominees: Smaro Kamboureli, for her work on Flux: Transnational Shifts in Asian Canadian Writing by Roy Miki, and Peter Midgley, for his work on The Man in Blue Pyjamas by Jalal Barzanji and translated by Sabah Salih. The winner will be announced at the EAC conference banquet on June 2.

Credit where credit’s due

EAC-BC’s professional development co-chair, Eva van Emden, has posted some thoughts of her own about low-cost ways book and magazine publishers can help keep their freelancers happy, following my posts about the care and feeding of freelancers and maximizing your freelance editors’ marketing potential.

Her point about acknowledging a freelancer’s role with a credit line is an excellent one. Although most of my book publisher clients will credit at least the designer and substantive editor, and sometimes the copy editor, I’m well aware that doing so is not standard within the industry, and I think that, as minor a point as it seems, making it standard is something worth fighting for. Our work as editors should be invisible, but we shouldn’t be.

I appreciate that my editorial credits often pop up in Google Books results when people search for my name and that I can easily point prospective clients to Amazon’s Look Inside feature to show that I’ve worked on a particular book when my name appears on the copyright page. Not only does not including an editorial credit hurt my ability to promote myself, but it also hurts the profession. We aren’t doing ourselves any favours by essentially agreeing to pretend that editors don’t contribute to a book.

Although I understand why the proofreader may not be credited (or wish to be credited), particularly unsung are indexers, who are only very rarely acknowledged for their contributions. In a way, I can understand why—the tight timelines involved in indexing and the fact that the author and editor will modify the index often mean that the indexer does not have direct control over the quality of the final printed index, and since the index is occasionally added in at bluelines, having to modify the copyright page to add a credit would mean additional costs for the publisher. Mostly, however, I think it’s just inertia that has prevented crediting indexers from becoming standard. The indexer for Derek Hayes’s Historical Atlas of the North American Railroad (2010), Judith Anderson, was delighted to be asked if she wanted a credit, and Hayes, who designs all of his own books, has acknowledged the indexer on the copyright page of his atlases ever since. Associating the index with a name is especially important, I think, to show that a person is involved in creating the index—there’s a common misconception that indexes can be computer generated without human input, and, again, perpetuating that myth can only damage the indexing profession.

I’m not suggesting that we need some sort of overt advocacy campaign to change the way publishers operate (although organizations like the Editors’ Association of Canada and Indexing Society of Canada are in a good position to raise awareness of this issue), but if we all begin requesting credits when we work with our clients, we can begin organically to define a new standard for giving all team members their due.

Tell me how you really feel

When you work in house, you’re a member of a big extended family: the managers are the elders—parents, grandparents, aunts, and uncles—and it’s easy to develop sibling-like or cousin-like relationships with your other coworkers. No family is without its dysfunction, of course, but even more fraught is the freelancer–client relationship, a dynamic that can feel an awful lot like dating: as a freelancer you try to make enough of an impression on the other party to be engaged on a project/date, and if it goes well, you hope they like you enough to contact you again. But if they never call, well, that can evoke the same kinds of thoughts and insecurities, whether you’re looking for love or looking for work.

One perk you enjoy by being in a family—something that may feel like no perk at all—is the scathing, critical honesty that only your kin could get away with dishing out. But “when a client stops calling,” said a friend of mine a few years ago when she first left an in-house position to go freelance, “you never know why. Maybe they just don’t have any work. Maybe your contact got fired. Or maybe you did something wrong and royally screwed up a project. The problem is that even if that’s what happened, you never get any feedback. How are you supposed to grow as an editor or to make sure you don’t make that mistake again?” Ann-Marie Metten echoed the frustration at last month’s EAC-BC meeting. When asked why she chose to organize her style sheets the way she did, she admitted she now understands why her method may not have been ideal, “but when you’re a freelancer,” she said, “you hand it in, and nobody ever tells you anything.”

Unfortunately, clients—and my focus is on publishers here, especially book publishers—aren’t in the business of helping their freelancers grow as editors, and they often don’t have the resources to do much training. They have certain expectations of their freelancers, and when those expectations aren’t met, they may decide it’s easier to move on to other contractors rather than invest the time to give feedback. So what should we do?

Freelancers

  • Be proactive about asking for feedback. When I submit a finished project or when I invoice, I’ll add a brief line thanking the client for the work and saying something like, “If there’s anything you’d like me to do differently for future projects, please don’t hesitate to let me know.” One of my current clients, after my first project with the organization, responded with a pages-long email listing everything I should have done. It stung, but at the same time, it was reassuring. My contact probably wouldn’t have taken the time to offer those suggestions if she weren’t planning on giving me more work.
  • Keep a running checklist based on your past mistakes. (And these don’t necessarily have to come through direct feedback. Sometimes we all know why a project/date went badly.) Eventually you’ll know what kinds of problems to look out for and what kinds of questions to ask new clients.
  • Try to keep learning and improving your skills. Editors’ Association of Canada seminars and workshops are always a good place to start, as are editing and publishing courses offered at schools across Canada and around the world.
  • Maintain a high standard of professionalism and ethical conduct. Most of the time publishers drop freelancers not because they missed a serial comma but because they missed an important deadline.
  • Finally, take it easy on yourself. (Remember that first dates are almost always awkward.) Sometimes the problem is related not to skill but to an incompatibility of personalities. Know that although the publishing community is small, industry-wide blacklists of editors aren’t as prevalent as you might fear. And clear, honest communication with the client will encourage reciprocity.

Publishers (and other clients)

  • Develop clear guidelines—not only about matters such as style but also, and perhaps more importantly, about your editorial process. Different houses have different expectations of where the freelancer’s role begins and ends, and a freelancer’s failure to adapt to your process can be one of your greatest sources of frustration. Are you expecting your editors to format the manuscripts in a certain way? Do you have a specific file-naming convention? Do you want your proofreaders to flag changed pages and use red ink? Say so in your guidelines, and make these easy to access and search (preferably on an online resource like a wiki). That said, expect new freelancers to ask questions that your documentation may already answer. When faced with a huge volume of new information, a project with a new client, and a looming deadline, freelancers may not always know what to prioritize.
  • If a freelancer messes up, tell him. Doing so will save you time and trouble if you use him again, and at the very least, it will make him aware that there’s a problem. If you start to notice a recurring problem with several of your freelancers, take a look at your guidelines to see if they need to be revised or rearranged to highlight specific issues.
  • If you can afford to, build in a postmortem as part of your publishing cycle, and make editorial feedback (for both freelancers and in-house editors) a component. This feedback doesn’t have to be long, and keep in mind that positive comments are just as important as the negative.
  • Finally, if you never intend to use a particular freelancer again, let her know (gently!). She wants to be barking up the wrong tree no more than you want to get an inquiry from her every few months for which you have to take time to compose a cryptic, evasive response.

Style sheets with substance

Ruth Wilson gave a scintillating presentation at last evening’s EAC-BC meeting about style sheets—an area, she says, that new editors often struggle with.

A style sheet is distinct from a publisher’s style guide (which applies to all of the publisher’s books) and is a list of words, terms, usages, etc., that the copy editor creates when working through a particular document. Ruth encourages editors to create a style sheet for every document they work on, no matter how short. Even a two-page pamphlet requires decisions about the serial comma, capitalization, and so on. We freelancers especially must rely on style sheets to keep ourselves organized, since we’re often working on several projects at once, each with its own set of style decisions.

Ruth suggests that as you put together your style sheet, keep in mind that it’s a form of communication with others in the editorial and production process. The proofreader will certainly use it, and the author, designer, and indexer may also look at it.

Style sheets can be an invaluable piece of archival material; it means that you, or another editor, won’t have to start from scratch if the document you’re working on has to be revised. As a freelancer, Ruth says, she keeps all of her style sheets. In corporate world, she’s often the one introducing all of the styles. Style sheets can serve as a building block for the organization to start developing its own style guide.

So what should a style sheet include? Two mandatory elements are (1) which dictionary you’re using and (2) which style manual you’re using—editions are important. Whether or not to use the serial comma is also almost always on the style sheet. Even if it’s in the organization’s style guide, it’s helpful to repeat that information, particularly if those who will be working with the document after you is not in house or is not focused on editorial issues.

The style sheet is basically a record of everything you’ve had to look up—proper nouns, titles of books, acronyms, and the like—and everything for which you’ve had to make a decision about

  • spelling (words with more than one accepted spelling),
  • capitalization,
  • hyphenation (e.g., hyphenated compounds before and after nouns, hyphenation of noun forms but not corresponding verbs, etc.),
  • pluralization,
  • abbreviations (e.g., periods or not, small caps or full caps, etc.), and
  • foreign words (e.g., accents/diacritics or not, italics or not, etc.).

Style sheets often include how numbers should be treated. When should they be spelled out and when should numerals be used? What date format is used? What units of measurement? Cookbook style sheets may also have a list of measurement abbreviations, conversions, and even standard sizes for pans and other kitchen equipment.

If the book has back matter, it’s often helpful for both you and the proofreader to include on the style sheet not just a description but a sample of a typical note and bibliographic entry to show how these should look.

Finally, any deviations from the norm or from the organization’s house style should be noted. An author may have a strong preference to spell or format a term a certain way that may not be what the dictionary or style manual recommends.

Once you put your style sheet together, proofread it. Make sure the word processor hasn’t autocorrected or autocapped your terms, and run a spell check. Date the style sheet, archive it for yourself, and pass it on.

What shouldn’t go on the style sheet? If there’s only one way to spell a word, don’t include it. “You don’t want to display your ignorance on a style sheet,” Ruth says. “It’s your job as copy editor to fix the spelling errors and typos.” She will usually list place names with difficult spellings but not, say, Paris or London—names that everyone knows how to spell. Also, says Ruth, list just the words and terms—there’s no need to write a story or justify the style decision you’ve made.

The sample style sheets that Ruth brought prompted some discussion about categorization. She referenced one of my earlier posts about style sheets, where I noted that proofreaders generally prefer an uncategorized word list. Eve Rickert chimed in to say that as a proofreader, she often finds that she’ll look for a term in one category on a style sheet, not find it, and look it up in anther source, only to discover that it had be listed under another category all along. When she receives a categorized style sheet, she simply removes the headings and consolidates the word list. Ruth explained that while editing, she finds it can be helpful to compartmentalize. I wondered if the preference had to do with workflow and where you choose to check your facts. If you have to check a list of place names, for example, against a specific authority (like the B.C. Geographical Names database), then it may help to separate out the terms into categories, but if you’re plugging everything—people’s names, place names, organization names, titles, etc.—into Google, then that kind of compartmentalization may not be necessary. Ultimately, Ruth says, it’s prudent to simply ask the publisher or client what they prefer.

An audience member asked if made-up words in a science fiction book, for example, should show up on a style sheet. To ensure consistency in spelling, says Ruth, absolutely. Another audience member asked if words deliberately misspelled to convey a character’s accent should be included. Ruth replied that, as a proofreader, she would certainly find that helpful, but the question morphed into a discussion about whether such misspellings were derogatory. Is it better to describe the accent but not misspell the dialogue? Would that be telling rather than showing? Not being a specialist in fiction, Ruth didn’t have a definitive answer, but it was interesting to hear the diversity of opinions on the issue.

Ruth ended the evening by showing us an example of a style sheet (created by Ann-Marie Metten) for a novel because she’d been asked what the difference was between fiction and nonfiction style sheets. The answer? Not much. You still have to make the same kinds of decisions.

The evening’s presentation and discussions showed that although all style sheets have some common elements, there is no one right way to compose them. However, as with all facets of editing, using your judgment is key to ensuring that the style sheets will be useful to you and everyone who will use them after you.

Onscreen editing

This fall Grace Yaginuma and I will be teaching a course about editing with Microsoft Word, in Simon Fraser University’s Writing and Communications (formerly Writing and Publishing) Program. We’ll be covering topics like workflow, document cleanup, Track Changes, and styles, and we’ll offer some tips about how to get the most out of Word’s features and use them to make editing more efficient. See the course description here. I’ll post an update when registration opens.

The power of the humble checklist

I’m a bit of a checklist junkie. There’s something (neurotically) satisfying about checking off a list item—as if it proves I’ve accomplished something. Mostly, though, I use checklists because I would be lost without them; there are just too many details in my work (and my life) for my brain to handle on its own, and without a set of robust systems, some are bound to slip through the cracks.

So it’s with some shame that I admit I only recently got around to reading Atul Gawande’s The Checklist Manifesto: How to Get Things Right. The bestselling author and surgeon shows how a simple checklist—modelled on the ones that have been standard in the aviation industry for decades and applied to fields as diverse as medicine and investment banking—can improve communication, foster teamwork, and, in many cases, save lives.

As Gawande says, “Checklists seem able to defend anyone, even the experienced, against failure in many more tasks than we realized. They provide a kind of cognitive net. They catch mental flaws inherent in all of us—flaws of memory and attention and thoroughness. And because they do, they raise wide, unexpected possibilities.” (p. 47)

Fortunately for me, lives generally aren’t at stake in my line of work, but editorial checklists can nevertheless be extremely powerful tools. When consistency is key, as it is in copy editing and proofreading, and when the major objective is to eliminate as many errors as possible, checklists are invaluable.

Checklists are especially useful for keeping track of the more mechanical or repetitive tasks that require little creative thought—such as those that appear more and more frequently as editors are increasingly expected to work on screen and generate final electronic files meeting certain formatting specifications. Checklists free your mind from having to store those kinds of minutiae, allowing you to focus on the task of editing itself. In the words of one of Gawande’s interviewees, an investment specialist who didn’t want to be identified, those who use checklists “increase their outcomes without any increase in skill.” (p. 168)

What I appreciate most about checklists, though, is that they allow you to learn from your mistakes. If checklists are used throughout an organization, they allow you to learn from everyone’s mistakes—and so it’s easy to see how they can quickly become an essential part of not only institutional memory but institutional wisdom.

However, as Gawande has observed, “the opportunity is evident in many fields—and so also is the resistance” (p. 162). Developing good checklists is a pillar of my consulting work on editorial process, but I often have to rally hard for buy-in. One editor felt that expecting her to fill out a checklist was patronizing. Another was concerned about how much time it would add to her work.

Checklists, when used properly, should support your editors. Although asking them to fill out a checklist is, in effect, demanding more accountability of them, doing so should also promote an editor’s ownership of a project. Using a checklist as an enforcement tool, though often tempting, is missing the point.

Going through an editorial checklist may initially add a bit of time to the workflow, but eventually, everyone involved in the editorial process learns to fold the checklists into his or her work. Checklists almost always save time when you consider the editorial and production process from start to finish, and they can save money. Checking the headers and footers may cost you ten minutes, but forgetting to check them could cost the price of a reprint or even a client.

The Checklist Manifesto touches on some features of good versus bad checklists, which are illuminating, though not necessarily applicable to editing in some cases. Aspects of editing that a checklist can help, as well as building effective editorial checklists, will be topics for a future post.

Academic editing

At last evening’s EAC-BC meeting, David Harrison spoke about academic editing. His perspective was quite a bit different from mine—he seems to have gained most of his experience working directly with academic authors, often helping them prepare a manuscript for submission to a publisher, whereas I’ve worked on the other end, editing text that a publisher has already accepted.

Harrison has worked with authors as diverse as literary biographers, CGA systems analysts, expert witnesses, and public policy specialists. One client had initially hired Harrison to edit a grant proposal, so, Harrison emphasizes, academic editors can do more than work on just journal articles and books.

He says that, as with other editing, it’s important to understand the author’s purpose. Academic editors may wish to

  • create new knowledge
  • share ideas
  • challenge the ideas of others
  • support the research and findings of others
  • reach a wider audience
  • reach a more specialized audience
  • promote a cause, a policy, a theory, etc.

We must also not forget that they may also have some more practical motivations; “publish or perish” still very much persists:

  • get published in a journal
  • get a paper accepted for a conference
  • get a research grant
  • achieve tenure
  • get promoted
  • sell a book and life off the royalties
  • get invited to address prestigious audiences in  exotic parts of the world

An academic editor must also have a good handle on what the final product will look like. Fortunately, says Harrison, academic papers generally have a very predictable structure. The first time you work with a particular author or in a particular genre, look online or in a local university library for samples of the type of publication the author wants to create. Alternatively, have the author send you a sample.

Academic publishers may have very specific guidelines that they expect authors to follow—these dictate everything from article or abstract length to preferred spellings to formatting. It’s the author’s responsibility to make sure he or she adheres to these, but it’s helpful for the editor to know about them. If a particular publisher doesn’t have such a “Guide to Authors,” follow some exemplars of that publisher’s existing publications or follow an established style guide, such as Chicago or APA, but be sure to communicate your decision to the author. Keep a style sheet for each project. In fact, archive those style sheets; if you ever have repeat work with that author, the existing style sheet will save you a lot of time.

The contract, says Harrison, is very important; make sure you get the deal in writing. Share your expectations. Is the bibliography included in the cost? Is fact checking? Build in some milestones at which you can be paid. Professionalism is key. Stay within your area of competence.

Harrison could find only a handful of books relating to academic writing and editing, but he mentioned Writing for Scholarly Publication by Anne Sigismund Huff, who encourages authors to think of writing as conversation. She, in turn, suggested Making Sense of the Organization by Karl Weick, who elucidated the cycle of writing as it related to clarifying thought. If thinking is writing and writing is thinking, Harrison says, the editor’s role is to mediate that cycle.

Harrison’s presentation sparked some lively discussion about contracts—whether to charge a project rate or hourly rate; how to educate clients about the difference between an estimate and a bid; how to clearly delineate the scope of the work (e.g., specifying the number of revisions). Harrison himself quotes a project fee, saying that an hourly rate can be intimidating to clients. “Think about it from the author’s perspective,” he advised. “How would you react to someone saying, ‘I charge this much per hour but can’t tell you definitively how long it will take me?'” But what Harrison does is charge an up-front fee of commitment and then use an instalment plan for when certain milestones have been attained (e.g., first three chapters finished, halfway mark, initial edit, final revision, etc.).

The audience also asked about what to do in instances of plagiarism. Harrison doesn’t check for plagiarism as a matter of course but encourages editors to make use of the Editors’ Association of Canada’s “Guidelines for Editing Theses” as a tool to educate authors about an editor’s limitations, especially when it comes to dissertations. Jean Lawrence suggested a helpful strategy for diplomatically flagging instances of plagiarism: give the author the benefit of the doubt and assume that he or she has simply left out a citation.

I asked how polished the final product would have to be in such an author-editor relationship given that the paper or book would then go through the publisher’s own editorial process. Harrison said he’s found that less editing is happening at the level of the publisher. In fact, some publishers’ “Guide to Authors” explicitly mentions that if English isn’t your first language, you should strongly consider having your work looked at by an editor prior to submission, and he’s gotten a lot of work that way. He added that he works under the assumption that he’ll be the last person to touch the manuscript from a language point of view.

Follow the editor

Earlier this week my esteemed colleague Barbara Pulling forwarded me an article by Jeff Norton—“Follow the editor: a recommendation engine for readers”—which suggests that editors should be credited for their work on books just as producers are in music and film. He writes:

Pick up any paperback and the author’s name dominates the cover. Big authors are “brands” unto themselves, even though the final prose was a collaborative effort.  Flip the book over the cover designer and illustrator get credit (in quite small print) but search for the editor’s name and you’ll be lucky to find it in the acknowledgements (at the author’s discretion).  How are we to value the role of the professional editorial process if publishers themselves don’t even celebrate their most crucial contribution to a book’s creation?

I suppose I’m spoiled in that I’ve done the majority of my work for a company that does choose to acknowledge editors, though not to the extent that Norton would perhaps like to see. In fact, in Saeko Usukawa’s acceptance speech when she won the 2007 Tom Fairley Award for Editorial Excellence, she specifically thanked Douglas & McIntyre for being one of the few publishers to credit editors on the copyright page. It’s interesting that the practice isn’t more widespread, since giving an editor credit is one of the easiest ways to establish a strong publisher-editor relationship. Not only is the acknowledgement in itself extremely meaningful, but the credit allows an editor to confidently promote the work as part of his or her portfolio. It seems as though sometimes the publishing industry doesn’t want to admit that books get edited at all, perpetuating the myth that prose flows from the author’s brilliant mind onto the manuscript already perfect.

Norton’s assertion that editors are akin to music and movie producers, however, may be too narrow a focus, since only acquiring and developmental editors typically get the same level of creative control as producers would. When a substantive editor is assigned a finished manuscript, the process is often less about building and more about shaping with what’s there. Crediting only producer-like editing would also sell short the vast contributions of the copy editor and all other members of the publishing team that make a book happen.

Norton also talks about “the growing sentiment that in this era of digital books in general, and the rise of self-publishing specifically, that conventional publishers were no longer relevant or required.” He adds, “I believe the most important role that publishers perform is the one they are strangely reluctant to celebrate: the editor and the process of editing an author’s manuscript into a readable book.”

Traditional publishers may have reason to bemoan the rise of the ebook and self-publishing, but editors hardly do. At last year’s Vancouver launch of I Feel Great about My Hands, I had the opportunity to speak with David Mitchell, who I believe was quoting one of his friends at the Globe and Mail when he said that these days, “Anyone can be his own publisher, but very few people can be their own editor.” I know some successful freelancers who now deal almost exclusively with self-published authors. Although I’d be the first to acknowledge that there is a lot of rubbish out there, more and more self-publishing authors are beginning to see the value in having an editor’s expert eye pore over their text—and they’re willing to compensate that editor accordingly.

The thrust of Norton’s article, though, is that he feels books should be catalogued not only by author but also by editor, which “would give readers another recommendation engine, another way to discover new fiction: follow the editor.”

As a nonfiction editor—and as an editor who never acquired projects—I have no coherent theme in my list of work, and such a recommendation engine based on my projects wouldn’t be particularly enlightening. One aspect of my job that I love is that I can be a generalist, learning a little bit of something about everything. (Editors with a more specialized focus may yield more useful results to the general reader.) Still, I’d appreciate the built-in portfolio aspect to such searchability—it would certainly make it easier to show prospective clients and employers what I’m capable of.