Category: Freelancing
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.
Done
Christmas cards
(In all seriousness, I do want to give a heartfelt thanks to all of my clients, colleagues, and friends; anyone who recommended me for a project; and everyone who read what I wrote, took my course, attended my unconference, came to my talks, or otherwise engaged me in discussion. You’ve made 2013 a lot of fun.)
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.
Greg Moriarty and Justine Cooper—Persuading clients that plain language works (PLAIN 2013)
Those of us who work with plain language have no doubts about its value, but how do we convince clients that creating plain language communications is worth the investment?
We tend to default to telling potential clients about the consequences of implementing plain language—for example, that they’ll get fewer calls from confused customers or that they’ll increase compliance. These types of arguments can be quite persuasive, but Greg Moriarty and Justine Cooper from the Plain English Foundation in Australia reminded us about other types of proof that we can add to our arsenal.
Example arguments
When putting together proposals, use case studies—preferably examples from comparable organizations. (Joe Kimble’s Writing for Dollars, Writing to Please is a good source of case studies.) Seeing concrete numbers of money and time saved can help potential clients recognize the value of plain language.
Authority arguments
Government commitments to clear communication, such as the Plain Writing Act in the U.S. or Health Canada’s Plain Language Labelling Initiative, offer authoritative reasons to adopt plain language and are hard for clients to argue with. When writing proposals, establish your own authority, supporting your arguments with research or precedent. (Karen Schriver has compiled an impressive body of research related to various facets of information design.) Finally, don’t underestimate an appeal to principle: that plain language is ethical and leads to more transparency and accountability can be a strong motivator for clients to sign on.
***
Moriarty and Cooper recommend using all three types of arguments whenever you pitch plain language to a prospective client. Your primary arguments should be based on consequences: outlining the benefits of plain language, showing cause and effect and appealing to the power of possibility, is one of the most powerful ways to make your case. Support these with examples, followed by authority arguments. Consider the context and tailor your arguments to the client; the more specific you can be, the better.
Tammy Vigue—The power of “no”: How one simple word can transform your work and your life (PLAIN 2013)
“Success has less to do with what we can get ourselves to do and more to do with keeping ourselves from doing what we shouldn’t.”
—Kenneth Cole
Tammy Vigue is a business and life coach who, until seven years ago, “was completely incapable of saying no.” As an executive in the financial industry, she found herself so overwhelmed that she eventually had to see a doctor, complaining that she had trouble concentrating and couldn’t sleep.
“You need to take a stress leave,” the doctor said.
“I can’t,” she responded. “I’m too busy.”
This situation is one that a lot of us can relate to, and several factors compel us to say yes to opportunities even though they might not be in our best interest. We worry that if we say no that we’ll create conflict, that the job won’t be done as well or at all without us, or that we won’t get any more offers. We have superhero syndrome, and we believe we can take it all on, but “when we can’t say no,” said Vigue, “our bodies will do it for us.” She pointed to Gabor Maté’s international bestseller When the Body Says No: The Cost of Hidden Stress, which shows the links between stress and diseases such as multiple sclerosis, breast cancer, Crohn’s disease, and osteoporosis. Saying no, said Vigue, is a critical skill—one that takes practice. If we don’t, we face burnout, and our work could end up suffering. When we overachieve, others around us don’t do as much, which makes us resentful and angry. The first step to quelling the compulsion to say yes to everything is to recognize the inner “no.”
Identify your values
Your core values define who you are. As yourself, “When do I feel really alive?” Conversely, ask “What drives me crazy?” Underlying the answers to both questions are your values.
Identify your top five values, which can become your compass when deciding whether to take on an opportunity. Does it align with your values? If not, say no.
Identify your priorities
Ask yourself where you’re dissatisfied, and you’ll figure out where things are out of balance in your life. Set three goals for your year (if you have more than that, nothing is a priority), and ask yourself whether the opportunity helps you achieve those goals.
Listen to your body
For overachievers, being presented with an opportunity triggers a stress response that we’ll do almost anything to get rid of—such as agreeing to something we don’t actually want to do. Learn to manage that response with the ABCs:
- A: awareness—recognize that the stress response is happening
- B: breathing—breathe deeply from the diaphragm, which helps trigger a relaxation response
- C: choice—consciously decide what your response should be (and it may be a yes); give yourself some space away from your knee-jerk answer. “Get comfortable with silence,” added one of the attendees. “That awkward silence is not your job to fill.”
***
When you’re presented with an opportunity, try this decision model:
- Is it aligned with my values?
- Is it aligned with my priorities?
- Do I have the time, energy, and resources?
If the answer to all three is yes, then your response can be yes. If the answer to any one of them is no, you might want to consider declining the opportunity.
Further ask yourself, “By saying yes to this, what am I saying no to?” Also ask yourself, “By saying no to this, what am I saying yes to?”
Peter Levesque of the Institute for Knowledge Mobilization said that he explicitly breaks down the year into available days: 365 days minus weekends, statutory holidays, and 10 sick days, leaving 240 days in the year. He then further breaks that down into months, then weeks, to get a realistic sense of how much time he has available—a literal time budget.
How do you say no? Just do it. “There’s nothing plainer than ‘no.'” said Vigue. No need for explanations, qualifications, or apologies. People will respect you when you say no and mean it. You could also buy yourself some time: tell them you’ll think about it and get back to them. Another strategy is the “no sandwich”: begin and end by acknowledging the positive aspects of the opportunity, but firmly say no in the middle.
If you’re a team leader, be cognizant that your team members may also have their own values and priorities, not to mention budgets for time, energy, and resources. Set group goals and let everyone know how they are accountable to those goals. If you’re taking on too much as a leader, ask yourself if it’s an issue of control. Figure out what you can automate, delegate, or delete.
Saying no is going to feel very uncomfortable at first, said Vigue. But once you get some practice, it will help you regain some balance in your life.
Editors’ show and tell: time-saving tips and tricks
We kicked off the 2013–2014 EAC-BC meeting season last evening with a packed house and an editors’ show and tell of some of our favourite time-savers. Here’s a summary*:
Fact checking
- Frances Peck showed us CanLII, the Canadian Legal Information Institute database, which is handy if you need to work with a document that has legal citations or references to acts and regulations. The searchable database covers both federal and provincial case law and has up-to-date wording of legislation. The University of Victoria Libraries vouch for the database’s reliability.
- I mentioned the Library of Congress Authorities as a reliable place to check names.
- Lana Okerlund told us about GeoBC for fact checking B.C. place names.
- Naomi Pauls and Jennifer Getsinger both mentioned the Canadian Geographical Names Data Base for place names within Canada.
- I also told the crowd about SearchOpener, which I’d mentioned in a previous post. The tool lets you perform multiple Google searches at once—a boon for checking fact-heavy texts.
Notes and bibliography
- Stef Alexandru told us about RefWorks and Zotero, which are bibliographic management programs. The former costs $100 (USD), whereas the latter is free. In both of these programs, you can enter all of your bibliographic information, and it produces a bibliography in the style (e.g., Chicago) that you want.
- Microsoft Word’s bibliography tool does the same thing (under “Manage Sources”)
The trick to all of these programs, though, is that you would have had to work with your client or author early enough in the writing process for them to have used them from the outset. Nobody knew of any specific tricks for streamlining the editing of notes and bibliographies, although Margaret Shaw later mentioned a guest article on Louise Harnby’s blog by the developer of EditTools, Richard Adin, in which he writes:
The books I work on often have reference lists of several hundred entries. Using the Journals macro, I can check and correct most of the entries in the list automatically. I once timed it and found that I can check about 600 references in approximately 15 minutes; it used to take me hours, especially if I had to look up obscure and rarely cited journal names. Now I look them up once, enter them in the dataset, and move on.
- For fact checking bibliographical information, one suggestion was to use WorldCat.
Document cleanup
- Jack Lyon’s Editorium has a FileCleaner Word add-on that helps with a lot of common search-and-replace cleanup steps. NoteStripper may also help you prepare a file for design if the designer doesn’t want embedded footnotes or endnotes.
- Grace Yaginuma told us how to strip all hyperlinks from your file by selecting all (Ctrl + A) and then using Ctrl + Shift + F9.
- To remove formatting from text on the clipboard, suggested apps include Plain Clip and Format Match.
Ensuring consistency
- Nobody in the room had tried PerfectIt, but there seemed to be positive views of it on EAC’s listserv. It catches consistency errors that Word’s spelling and grammar checkers miss, including hyphenation, capitalization, and treatment of numbers. You can also attach specific dictionaries or style sheets to it.
Author correspondence and queries
- Theresa Best keeps a series of boilerplate emails in her Drafts folder; another suggestion was to have boilerplate email text as signature files.
- For queries that you use again and again, consider adding it as an AutoCorrect entry, a trick I use all the time and saves me countless keystrokes. Store longer pieces of boilerplate text as AutoText.
Proofreading
- Naomi Pauls and Theresa Best talked about the utility of checklists. I concur!
Structural editing
- A few people in the audience mentioned that a surprising number of editors don’t know about using Outline View or Navigation Pane in Microsoft Word to do outlining and structural editing.
- One person said Scrivener is a fantastic tool for easily moving large chunks of text around and other aspects of structural editing.
Business administration
- Janet Love Morrison uses Billings for time tracking and invoicing, and she highly recommends it. Other options recommended include iBiz and FreshBooks. (Someone also mentioned Goggle as a time tracker, but I can’t find anything about it. Can anyone help?)
- Theresa Best has just begun using Tom’s Planner, which she described as a free and intuitive project-management program.
- Peter Moskos mentioned that years ago, his firm had invested in FastTrack Schedule, which cost a few hundred dollars but, he said, was worth every penny, especially for creating schedules for proposals.
- One recommended scheduling app for arranging meetings is Doodle.com.
Editors’ wish list
- Naomi Pauls said that she’d like to see a style sheet app that lets you choose style options easily rather than having to key them in. (Being able to have your word process0r reference it while checking the document would be a plus.)
- Someone else proposed a resource that would be a kind of cheat sheet to summarize the main differences between the major style guides, to make it easier to jump from one to another when working on different projects.
Thanks to everyone who came out to the meeting and especially those who shared their tips and tricks!
*Although I knew some names at the meeting, I didn’t catch all of the names of the contributors (or I’d forgotten who’d said what). If you see an entry here and thought, “Hey—that’s me!” please send me a note, and I’ll be happy to add your name.
Ergonomics
Gael Spivak and Lisa Goodlet—Volunteering as professional development (EAC conference 2013)
Gael Spivak and Lisa Goodlet are both seasoned volunteers, for EAC and beyond. They shared some of their insights on the benefits of volunteering and tips to get the most out of your volunteering experiences.
Volunteering, said Spivak, is a good way to get training. She quoted the 70/20/10 formula for learning:
- 70% comes from real-life and on-the-job experiences, tasks, and problem solving
- 20% comes from feedback and from working with role models
- 10% comes from formal training.
Getting professional development from volunteering is like getting it from a course, only you’re paying with your time rather than with your money.
Volunteering lets you try something new without having to worry about getting fired. Goodlet told us that one of her first introductions to editing was when she volunteered as a proofreader for Project Gutenberg. You can also use volunteering to test whether you’d be a good fit for a particular type of job or career. Both Spivak and Goodlet emphasized the importance of asking for feedback on your work, even when you’re volunteering.
If you work alone, volunteering can give you team experience and let you meet valuable contacts. If you work in an office and aren’t in a management position, volunteering can offer you the opportunity to gain experience that you can’t get at work (strategic planning, project management, etc.). You can branch out beyond your usual skill set and develop negotiating skills and flexibility (since volunteer-run groups can sometimes move slowly and have different or evolving hierarchies and reporting systems). Goodlet quoted an HR consultant in suggesting that you shouldn’t separate your paid work from your volunteer work on your CV—experience is experience.
Spivak told us that, as conference co-chair in 2012, she learned about marketing and communications; in her many other EAC volunteer positions (director of volunteer relations for EAC, EAC governance task force member, National Capital Region branch membership chair), she has gained experience that she couldn’t get at her job and at her current level, including coordination, strategic planning, and policy development, which are promising to open up new opportunities and roles for her at work. Beyond her volunteer work with EAC, Spivak also writes, edits, and serves as webmaster for Not Just Tourists—Ottawa.
Goodlet said that she got her first office experience through volunteering, which allowed her to get higher-paying summer jobs than she would have gotten otherwise. As NCR branch membership chair and 2012 conference speaker coordinator, she made a lot of valuable contacts and gained project management experience. By volunteering, Goodlet also learned about herself: she’s discovered that she’s better suited to in-house positions rather than freelancing. She also volunteers as a Girl Guide leader and Humane Society foster parent.
If you decide to volunteer, said Spivak and Goodlet,
approach it strategically
- Do you want to get better at something you know how to do or learn something different? Understand your goals before you plan how to achieve them.
- Do you want to gain or improve a specific skill (e.g., indexing, medical editing)? Look for organizations that deal with these areas and see if they have volunteer opportunities.
- Do you want to do something at the branch level or nationally? You can have input on how an organization is run by volunteering at the national level.
approach it consciously
- How much time do you want to spend? Don’t overcommit yourself.
- Do you want to volunteer long term or for a one-off project or event?
- Are you interested in the opportunity? Just because the opportunity is there doesn’t mean you have to take it.
Approach it creatively
- What are the secondary benefits of the volunteering opportunity? Making contacts, helping others, or simply getting out of the house are all good reasons to volunteer.
- Do you want to use your editing skills or branch out into other areas? Some people don’t want to do for a hobby what they do for a job.
Spivak added that EAC is developing a new volunteer directory that will connect people to volunteer opportunities at the branch and national levels. People can register in the directory and specify what kinds of opportunities (short- versus long-term, branch versus national) they might be interested in, and this information will be shared with committee chairs who are looking for help.
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(A reminder that volunteering for EAC in an editorial capacity can earn you credential maintenance points for certification, precisely because volunteering can be enormously instructive professional development and make you a better editor.)




