Category Archives: Freelance life

Information for freelancers.

How editors can help self-publishing children’s book authors

It’s easier than ever for first-time authors to self-publish children’s books but the process can still be confusing. Annie Deakins demystifies her role as an editor, explains how she can support authors in other ways and offers some tips to both prospective writers and editors.

The email begins, ‘Hello, I found your website and see that you proofread children’s books. I have written my first children’s book. Can you help me to publish? I need the grammar, etc, to be perfect. How much do you charge?’

I need more information.

Using my education background

I proofread children’s books using my knowledge from 30 years of teaching in the primary classroom. I know what makes a good children’s story, whether it’s a picture book, chapter book or another format.

When I taught children to read, I showed them how to understand and value stories with words chosen for effect. When I taught writing, I guided them to improve their writing using modelling – dissecting how the stories were written.

Supporting indie authors

When I retrained as a freelance proofreader and started my business, I had no idea about the area of self-publishing. But the process has grown in a way that makes getting their books out to readers attainable for new independent (indie) authors. And my knowledge has grown with them.

As it can be easier to self-publish than to go down the traditional route, it seemed logical to offer my services to indies. Half of the weekly enquiries I receive through my website are from new children’s book authors asking for help.

So, back to that email. What is my response?

The author hasn’t indicated the genre or word count, or attached their manuscript, so I request the current file of their book and ask some questions. I can’t provide a quote unless I’ve seen the material.
The author replies with their book file. As they have asked for a proofread, I’d hoped to see the finalised, illustrated manuscript as a PDF. However, when I open the file, it is a Word document with no illustrations.
When I read the manuscript, I am excited by the writing. I feel I would be a good fit for the author, so I explain my packages.

By this point I realise that this author, like many new indies, doesn’t understand the process involved in publishing. They have asked for proofreading but they realise they need more than that. They need an editor; they need advice. As a first step, I refer them to the resources on the website of the Alliance of Independent Authors (ALLi), where there are written guides and author forums. I am a Partner Member of ALLi, offering an editorial service.

Finding the right package

I offer three packages:

My basic proofread is checking for typos and errors of grammar and consistency. In traditional publishing, this would take place at the end of the publishing process when the manuscript has been copyedited, illustrated and typeset.
My proof-edit is a proofread plus tweaking the text with edits or suggestions for improvement. I guide the author on the use of appropriate language for the age of the child. For example, is the book aimed at 4–7-year-olds, 8–11-year-olds or another age group? Is the topic suitable? Is the vocabulary appropriate?
My advanced package includes the tasks outlined in point 2 but I add my consultancy service. I give indies advice on how to get their manuscript ready for self-publication. It includes a proof-edit in Microsoft Word, and a second proofread of the final proof of the book as a PDF just before it is published. By this time, a book designer has formatted and designed it to fit in the illustrations. It has a separate book-cover file which includes the front, back and spine.

To help this latest author to find the right package for their needs, I offer to do a sample proof-edit to show how their manuscript can be improved. I take different parts of their manuscript and demonstrate: a) a proofread and b) a proof-edit. As always, the author sees the value I add with my edits and chooses my consultancy rate. Then I invoice them for the deposit (usually 50%) so that their slot can be booked in my schedule.

Helping to find an illustrator

As the picture-book story lacks illustrations, I ask the author if they have an illustrator in mind. They say they want the story checked first to make sure it is ‘okay’ and ask if I can recommend an illustrator.

It’s a good idea for an author to have researched the kind of illustrator they want to use by, for example, looking at book covers of children’s books in the same genre and/or looking at the portfolios of illustrators to find one who uses the style they prefer. I recommend they look in the Directory of Partner Members in ALLi to find an illustrator.

Building the book

I’ve often been asked if I put the book together by combining the illustrations with the story. No, I don’t offer design, layout or typesetting as a service, yet. The skills of a book designer are in demand with the increase in self-publishing.

Book production involves a variety of specialists. We all respect each other as trusted colleagues. On LinkedIn, I’ve found several skilled typesetters who work with indie authors who I recommend to my clients. I also direct them to the ALLi Directory of Partner Members.

Offering sympathetic support

I am usually the only editing professional who sees the manuscript. When I am asked a question about self-publishing to which I don’t know the answer, it’s not a problem. I say I’ll find out. Answers can be found in the CIEP guide How to Work with Self-Publishers, or in the CIEP forums, or … on the ALLi website. Can you see a pattern emerging?

Considering the author’s marketing strategy

Lastly, when I return the proof-edited manuscript to the indie author, I ask if they have thought how they are going to advertise and market their children’s book. The answer, as always, is no; they are so pleased they have got this far. This is the end, isn’t it? Can I help?

I explain that if an indie author sells their children’s book on their website and social media channels, they will reach more readers, parents, teachers and other authors. As with any marketing strategy, it is best to start with the product at the end and work backwards.

Resources for editors

Could you offer an editing consultancy to indie authors?

Reflect on your skills, and recognise that you have knowledge that is in demand, and that you can offer trust and value. You are a safe pair of hands for a client who does not know the self-publishing area. Your skills are an asset that prospective clients are willing to pay for.

Here are some resources you may find useful:

The Alliance of Independent Authors (ALLi) is a global membership association for self-publishing authors. Its mission is ethics and excellence in self-publishing, and it offers advice and advocacy for self-publishing authors within the literary, publishing and creative industries around the world. ALLi Partner Members get an affiliate link in their logo that can be put on an email signature, website, etc.
The ‘Pen to Published’ podcast is presented by independent publisher Alexa Whitten and CIEP member Alexa Tewkesbury. They give advice about writing and publishing children’s books, for want-to-be authors, those who are self-publishing, and anyone who just likes to write.
An education resource is the ELT Publishing Professionals Directory, which brings together publishers and freelancers in the English-language-teaching and educational publishing sectors.

About Annie Deakins

Annie Deakins started her freelance proofreading and tutoring business in 2017 after teaching in Essex (via Paisley) for 30 years. She trained with the CIEP and is an Intermediate Member. She proofreads non-fiction for publishers and indies. Her specialisms are education, ELT, children’s books and religion. She is a Partner Member of ALLi and a member of the ELT Publishing Professionals Directory. Find her on LinkedIn.

About the CIEP

The Chartered Institute of Editing and Proofreading (CIEP) is a non-profit body promoting excellence in English language editing. We set and demonstrate editorial standards, and we are a community, training hub and support network for editorial professionals – the people who work to make text accurate, clear and fit for purpose.

Find out more about:

Photo credits: header image by Pierre Bamin, girl reading by Jonathan Borba, both on Pexels.

Posted by Eleanor Smith, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.

A week in the life of a children’s fiction editor and proofreader

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Becky Grace is a freelance children’s fiction editor and proofreader. In this post she describes her unconventional route into the industry and how an average week unfolds.

An unconventional background?

For 15 years I taught politics and sociology in a secondary school in Kent, until I decided it was time for a complete change of career. Considering my teaching specialisms it might have made sense to focus solely on editing and proofreading educational textbooks, but my time in schools – and my additional role as a literacy coordinator – had sparked a passion for children’s literature. With no formal background in publishing and editorial work, I set about retraining with the courses available through the CIEP and fiction-specific courses provided by other editors (Louise Harnby and Sophie Playle have some amazing courses in this area). At the same time I embarked on a masters in publishing.

Changing career and retraining in your forties is quite a daunting prospect but thankfully I wasn’t doing it alone. Quite coincidentally, my sister was going through her own career change and we found we were heading in the same direction. We set up a freelance editorial business with a focus on children’s fiction, and Inky Frog Editorial was born. Our specialisms complement each other perfectly: Jess works with picture books, early reader chapter books and middle grade novels; I focus on middle grade and young adult novels. It is a partnership that works well for us.

As someone completely new to the publishing industry, I honestly found the best thing to do was to throw myself into the CIEP and learn everything I could. I volunteered to coordinate my local CIEP group and have now joined the CIEP’s Learning and Professional Development Committee. From reading fact sheets and guides, to taking the courses and attending the conference (albeit virtually), I have immersed myself in the world of editing and proofreading.

Over the last few years of running the business, I’ve realised that there’s really no such thing as a ‘typical’ week, which is perhaps what I love most about my job. I’ve also discovered that I’m not as unconventional as I thought. Many of the editors and proofreaders I have spoken to have transitioned into this profession from a range of different careers. That’s the beauty of the colleagues I have worked with: everyone brings different experiences, specialisms and strengths to the work they do.

What’s different about proofreading and editing children’s fiction?

Unless you have children or grandchildren of a certain age, it might have been years since you last read a children’s book. Friends will often talk to me about the books they are reading with their child and these books normally fall into one of two categories:

Books the parent read as a child (Roald Dahl, Enid Blyton)
David Walliams

There are obviously exceptions to this rule – and for that we are grateful – but the average adult’s knowledge of today’s literature for children is rather limited. Children’s books today are so vast, diverse and exciting; we are living in a new ‘golden age’ of children’s literature. There is obviously a great deal to be learned from reading the ‘classics’ of our youth (Frances Hodgson Burnett, Philippa Pearce, Alan Garner, LM Montgomery, to name just a few) but the market for children’s books is so very different today, as are the children themselves. Knowing today’s children and the books that they read is vital for any writer of children’s fiction. The first and most important advice we give to anyone we work with is this: read.

At Inky Frog Editorial, Jess and I work with writers who are polishing their manuscript before sending it to agents (or reworking it if the first round of querying wasn’t successful), as well as writers who want to self-publish. Just as with adult fiction, when editing a children’s book we will look at theme, genre, plot, structure, pace, characterisation, dialogue, point of view and more. However, with children’s books, there are additional factors that writers need to be aware of. Does the writer understand the huge difference between books for toddlers, books for early readers, books for tweens, books for teens and books for young adults? This difference shows itself not just in age-appropriate language, but also in age-appropriate content. Do writers understand the mixed market for children’s books? Who are they targeting: the children, their parents, their teachers, school librarians? Is the writer aware of how children’s books have changed since they were a child?

A ‘typical’ week

The week starts with an email from a CIEP colleague who has found my name in the IM Available list (a brilliant resource). She has been contacted by a potential client who is looking for someone to provide a light-touch edit and proofread of their picture book, but the editor’s own calendar is fully booked. Now, picture books are most definitely out of my comfort zone. It would be incorrect to think that editing or proofreading a picture book is easy. Absolutely not. With a children’s picture book – especially one that is being self-published – there is a duty on the part of the author and editor to create a book that is age appropriate in terms of content, tone and language; there should be an understanding of the composition of the page, looking at the relationship and interaction between words and pictures and the use of space on the page. And don’t even get me started on picture books that rhyme! (Or are meant to rhyme.) But perhaps the hardest thing to master with a picture book is telling a full, rounded, engaging story in under a thousand words. With her masters in children’s publishing, Jess is perfect for a job like this. I make the introductions and hand the project over.

I then turn to a scheduling discussion with one of my regular clients, an author of fantasy adventure middle grade novels. The second book in the current series is due to be ready for a proofread in the next couple of weeks and I need to check that we are still on course for the dates I have put aside. If my workflow needs to be amended it will be helpful to know this in advance. This client is self-publishing rather than pursuing the traditional publishing route, and we have consulted with her previously on matters beyond editing and proofreading, such as writing a series, cover design, marketing and promotion, and more.

My next meeting of the week is an interesting one. A word-of-mouth recommendation from an existing client, this is a new writer who is part-way through a crime procedural novel. Crime procedural? I hear you ask. That’s not for children! Correct. This client is indeed writing for adults (although children definitely love a good murder mystery) and while we market Inky Frog Editorial specifically at writers of children’s fiction, I also work on adult fiction. The client isn’t hiring me for a full edit or proofread, she is instead looking for some advice and guidance on her story ideas. Her goal is to enter her work-in-progress to a crime fiction competition. We talk about plot, structure, pace, action, suspense, characterisation and how to write a synopsis. She has some fantastic ideas and I can see the beginnings of a great story.

Although not specifically in the realms of editing and proofreading, we also offer a book coaching service. One of my longest-standing clients is currently writing a historical dual narrative and our coaching session is the last appointment of the week.

The ‘extra’ jobs

My working week generally involves far more than working directly with clients. I deal with the usual admin jobs of quoting and invoicing, accounts, emails and blog writing. I am sourcing guest bloggers for my website, one of whom has written an outstanding piece on the subject of branding and design for authors. I am also launching a literary festival in my town with a team of book enthusiasts, and I spend much of my time in conversation with authors, publicists, sponsors and venue owners, taking on more of a project and event management role.

I am also a firm believer in continually improving my skills and staying up to date with developments in the world of children’s fiction. To this end I recently attended a writing workshop with award-winning children’s author Lucy Strange. While this course is targeted at beginning writers (of course I want to write a children’s book!) it is also invaluable CPD for a children’s book editor.

I regularly take on work outside the realms of fiction. With my background in education, I am happy to take on proofreading and copyediting work in the education sector, both on websites and in course materials. It’s important to know your limitations and when it is best to pass on work to a colleague, but it’s also important to have confidence in your past experience, your range of abilities and to recognise all of your strengths.

About Becky Grace

Becky Grace is a children’s fiction editor and proofreader, working on all genres and specialising in middle grade and YA fiction. Prior to training as an editor and proofreader, Becky was a teacher for 15 years, a career that ignited her passion for children’s fiction.

About the CIEP

Photo credits: header image by Picsea, girl reading by Johnny McClung, girl choosing a book by Suad Kamardeen, all on Unsplash.

Posted by Belinda Hodder, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.

Working together

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One of the CIEP’s greatest strengths is its collegiality and mutual support. This extends to our members helping each other to find and succeed in work. Here are six ways we do this.

Advising and encouraging
Sharing information
Supporting each other’s work
Sharing opportunities
Employing each other
Working collectively

1. Advising and encouraging

The CIEP’s online member forums include a Newbie forum, where less experienced members can introduce themselves and ask questions about any aspect of being an editorial professional. These first questions often concern the best way to go about finding work. More experienced members respond with advice, encouragement and tips. These responses tend to reflect the same key themes:

Get trained, so you have the knowledge and confidence to offer your services.
Join a CIEP local group – in-person or online.
Check out CIEP resources, including our fact sheets and guides. These are free to members.
Think about how you will market yourself, including identifying the area of editing you will concentrate on. This might reflect your existing expertise (a field you’ve worked in, perhaps) or even your personal interests (for example a hobby like gardening or cookery).
Don’t limit yourself, either. If you have trained in proofreading, consider adding copyediting to your training plan. This is because sometimes a client will ask you to ‘proofread’ a document which also needs elements of copyediting to get it ready for publication.
Tell everyone you know that you are setting yourself up as an editorial professional. This may get you your first clients.
Use the ‘search’ function to find similar threads in our forums – there is already lots of advice there. There’s also a pinned post near the top of the Newbie forum, ‘Newbie FAQs and Collated Wisdom from CIEP Members’, that includes invaluable tips and suggests some great resources for when you’re starting out as an editor or proofreader.

2. Sharing information

Within the CIEP member forums, information is shared about all sorts of editing- and proofreading-related subjects, from tax rules and software glitches to the use of commas. But CIEP members who aren’t registered for our forums can also benefit from the wisdom and experience of other members. Most of our fact sheets and all of our guides are written by CIEP members. The information in these resources aims to equip our members for work, from setting up a freelance business and getting your first clients to editing in specialist areas like scientific articles, cookery books and legal publishing.

Many of the topics covered in our bank of resources are explored at a deeper level in our range of training courses which, again, are designed and delivered by CIEP members.

And there’s more information in our vast collection of blogs which are overwhelmingly written by CIEP members. Our blogs cover almost every editing-related subject, many of which are related to gaining work. Use the ‘search’ function to see what you can find. The Flying Solo series, written by Sue Littleford, author of the Going Solo guide, is particularly useful if you’re just starting out.

3. Supporting each other’s work

Suzanne Arnold and Nadine Catto met through the CIEP London group during lockdown and realised that they lived round the corner from each other. Nadine says: ‘We started meeting up with a few other editors and have all become great friends. As Suzanne and I live very near, we often go for walks together. We have collaborated on a few work projects as well.’ Friendship and work combine, as Suzanne describes: ‘It is a regular (and very valuable) sounding-board thing and sometimes even a bit of informal accountability. But it’s not structured or planned – it’s two friends bouncing ideas around and sharing links to online resources etc and the “agenda” is very driven by what’s going on in our lives on any particular day.’ The connections created by their local group help them both. Suzanne says: ‘There’s a lot of informal help behind the scenes – on a more mundane level, too, such as messaging saying “does this sentence look right to you?” And that often involves the wider group of CIEP friends who live locally.’ Sometimes this informal help extends to pet-sitting: Suzanne feeds Nadine’s cat when she’s on holiday.

In contrast to this more informal growth of connections within a larger formal group, some CIEP members decide to set up their own small accountability groups. In a CIEP blog, ‘Accountability groups: What? Where? Why?’, Eleanor Abraham says: ‘It’s good to have other perspectives, but sometimes you don’t want 150 slightly different opinions, but rather the chance to talk things through with people you trust and respect.’ Eleanor’s group has an hour-long meeting each month, which suits the busy lives of its members; Erin Brenner’s accountability group has a monthly goals check-in and in-person and online retreats. Erin writes: ‘We’ll refer each other for work and collaborate on projects. Some of us have even partnered for new business ventures, and we regularly discuss opportunities to do so.’

4. Sharing opportunities

From recommending other people for work to advertising jobs they can’t themselves take, CIEP members often share work opportunities with each other. This happens on our member forums: on the Marketplace forum and local group forums in particular.

As Erin’s accountability group does, many members also recommend colleagues who possess the skills a client will need. Most people who have been editing or proofreading for a while have had the experience of being asked to suggest someone else if they’re too busy to take a job. Directories can help here. The CIEP has a directory of Professional and Advanced Professional Members, but some of our local groups also have their own directories of CIEP members which list their experience and specialisms. It also helps to pre-empt clients’ requests for recommendations to develop our own list of editors we would happily recommend if we can’t do a job.

5. Employing each other

A step beyond recommending our colleagues is employing them to do something for us. In ‘Reflections on the self-publishing process’, Kia Thomas describes commissioning two other CIEP members to help her publish her own novel, and they in turn report on the experience. The project went so well that Kia is planning to use the same team for her second novel.

Kia went about finding Judith Leask, her editor, ‘not just a good editor, but the right one for me’, by ‘asking CIEP members who were looking for more experience in fiction to put themselves forward for the job’. It can be a great approach to work with other editors who are at this stage of their career – for you as a ‘client’ and for the person you’ve asked to do the job. Judith says: ‘Being chosen by Kia to edit her novel was very exciting, because I knew I’d learn a huge amount from her, and that turned out to be true.’

The CIEP has a system for encouraging its members to work with other members who are keen to gain more experience: IM Available. This is a list, refreshed every fortnight, that includes any Intermediate CIEP members who are available for work, with details of their training, skills and experience, so that other CIEP members can employ them – to edit or proofread their own writing or to help with a surplus of client work.

6. Working collectively

Another way to deal with work that is too much for one editor or proofreader is to work in a partnership or a larger collective.

One such collective is Editing Globally, which, through six editorial professionals, spans the globe’s time zones but also the full range of tasks related to getting a publication produced: manuscript evaluations, project management, translation, developmental editing, line editing, fact-checking, copyediting and proofreading, formatting and design. This 24/7, end-to-end service can make it easier for a client to hit a tight deadline. Janet MacMillan, one of the editors in Editing Globally, is a fan of team working:

Editorial teams come in all sorts of shapes and sizes, from a team like Global Editing to informal, ad hoc, two-person teams who work together to complete a job over a timescale that would be impossible for one person. I value being able to work with trusted colleagues, whose expertise and knowledge I learn from, and I believe that learning makes me the editor that I am. No matter the size or shape of the team, being able to work with others expands an editor’s knowledge and skills.

Make the most of the editorial community

Freelance editing and proofreading can be lonely work. It pays off – sometimes literally – to reach out to your professional community. If you want some more ideas about how to do this, download our fact sheet ‘Making the most of the editorial community’, which is free for CIEP members.

About the CIEP

Photo credits: hands together by Hannah Busing on Unsplash; two women working together by CoWomen on Pexels.

Posted by Sue McLoughlin, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.

Flying solo: The perpetual, invisible interview

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In this month’s Flying Solo column, Sue Littleford gives plenty of advice on how editorial freelancers can find more work (and make themselves more findable).

As a long-time recruiter in my previous, salaried life, I’ve not been surprised to see many stories in the media over the last few years about recruiters not hiring the person who’s objectively best for the job. Instead, they hire the person they like the most, or the person that’s most like them, or who seems to best ‘fit’ the culture, or presents as probably the least risky.

It’s the same with freelancers.

As we do our networking on social media, and our cold-emailing, and even our networking in person, we don’t necessarily know who is in the market for our services right now, at the moment we show up in their feed or their inbox or their face.

Unless we’re responding to a job ad, or there is unusually helpful information about their freelancer pool on their website, we won’t know exactly what gap the people we’re targeting as potential clients are trying to fill in their roster.

In the week I started work on this post, I attended a most excellent and timely webinar with LinkedIn expert Louise Brogan, of which more later.

I’ve also just reviewed Brittany Dowdle and Linda Ruggeri’s Networking for Freelance Editors Workbook: Practical Strategies for Networking Success, which is well worth a look if you’re all at sea about how to market yourself on social media, at in-person events or via your website.

Let’s run through some questions to ask yourself when you’re looking for work.

Who do I want to work for?

There’s actually a wrong answer to this, and that’s ‘anyone and everyone’. Even if you’re brand new to freelance editing and proofreading, you need to be selective, otherwise you’ll have a painful time trying to work out your marketing message.

Need an illustration? How many fish-finger ads do you see in the high-fashion glossy magazines? How many haute couture fashion houses advertise in trade magazines for the fishing industry?

Those are rather crude examples, true, but I’ve made my point: everyone eats, everyone wears clothes, but they don’t eat the same things, nor do they wear the same things, and if they’re reading about their part of the food industry, they don’t want people pushing their fancy frocks and vertiginous heels.

The people seeing misplaced ads are not receptive to the message.

So – who will be receptive to your message? Publishers, packagers, indie authors, businesses, NGOs, educational establishments, students? What kind of publisher, packager, indie author, business, NGO, educational establishment, student?

Where do my ideal clients hang out?

It’s no use being a whizz on App A if your clients are mostly on Apps B and C.

It’s no use relying on word-of-mouth and recommendations until you have a solid enough client base to generate sufficient work for you this way.

What groups can you join on social media that your ideal clients already populate?

A targeted approach to displaying your wares in front of the right people will generate more leads than the scattergun method of pitching up anywhere and yelling about how great an editor or proofreader you are to people who simply aren’t listening.

How do I reach my ideal clients?

That’s an ‘it depends’ if ever there was one!

When you know where they are, through browsing social media actually looking for them, for instance, you have to get in front of them.

Good marketing isn’t cringy. It’s presenting a possible solution to people who have the kinds of problems you’re able to solve, and letting them know you’re there.

Happily, marketing ideas have moved on a great deal and the notion of ‘selling at’ people thankfully seems to be debunked, because that idea is at the root, I think, of a lot of people’s discomfort with getting themselves out there and noticed.

On social media, the emphasis now is on having conversations. Authentic, genuine conversations.

Start following the companies and the people you’d like to work for, and register for alerts for when they post. Comment on their posts, don’t just hit a reaction emoji button. Converse with them. Move up to connecting with them more closely (if that’s how the particular platform works), when the time seems right. Keep yourself in their eyeline by being responsive, friendly, knowledgeable and genuine.

I say to follow the companies and the people – but remember that the companies are made up of people. There’s a person on the other end of their social media, their employees frequently have their own personal social media accounts. Companies don’t buy from companies; people buy from people. People read your cold emails (or don’t, but that’s another issue), people read your posts and your comments and form a view about whether you could help them out.

Social media – content marketing – is a slow burn. And that’s why you have to show up consistently, and reasonably frequently, so that you’re nudging potential clients to notice you. Once you have some kind of relationship going, you might then choose to message or email that person, but never do that as soon as you’ve made your first connection. That’s selling at people! It’s transactional, not conversational, and it’s self-serving, not a genuine relationship.

Cold-calling and cold-emailing

Ditch the cold-calling. Potential clients are unlikely to want to drop whatever they’re in the middle of and prioritise your wants. Email, instead.

If you want to work for publishers, the annual Writers’ & Artists’ Yearbook is your friend, for UK- and Ireland-based clients. There’s also a Yearbook for children’s publishers. If you know of similar publications in other territories, do please let us know using the comments.

Use the Yearbook, plus the companies’ websites and social media to figure out who you should contact. If you’re still in doubt about who runs their freelancer pool, call the switchboard and ask for a name (make sure you get the spelling right!) and an email address.

Keep your email short and to the point, though never brusque, of course. Explain who you are, what you can do and how you can help. Adapt your CV to the client, so the subject matter that the client publishes heads your list of specialities. Remove distractions that make you look like a jack-of-all-trades and master of none.

How can I be findable?

If your ideal clients are indie authors, it’ll be more a matter of them finding you rather than you finding them.

This is where content marketing and social media are strongly in play. Hang out in writers’ groups – the right kind of writers’ groups. If you work in romance, maybe give the sci-fi crowd a miss. They’ll not be receptive to your message. Again, no hard-selling. Solve problems, give advice, be visible and be findable.

Pay attention to your profile details in social media (that applies to everyone, no matter who your ideal client is); include current contact details. Make it tremendously easy for people to contact you via your website and any online listings you may have.

Use your website to showcase your abilities and describe the problems you solve for your clients. Make your website about your ideal client, not about you. What is your ideal client looking for? Write about that. Be smart around SEO.

What should I write about?

Louise Brogan gave me some brilliant ideas in that webinar I mentioned up near the start of this post.

Start typing a question about editing into Google (this works with other search engines, too). What autofills? What appears in the list of questions people ask, or related searches that will appear right at the bottom of the first page of hits?

What questions are people asking in their comments on relevant podcasts, YouTube videos or in social media threads? Ask non-editor friends what questions they have about your job.

Look at other editors’ websites to see what they have in their FAQ sections; look at the public-facing content the Institute puts out to generate ideas for your own posts and blog articles. What are the comments about on Amazon’s gazillions of writing and editing books?

Answer those questions.

It doesn’t matter that every other editor has already answered them. The potential client is reading your post, your comment right now. Not your competitors’. And if they then go and look at your competitors, they may prefer your take on the solution to their own problem, or the way you express yourself, or how friendly and approachable you look to them in your profile pic. Or do you want your potential clients to come to your website, or your other online profiles, and find tumbleweed?

How quickly will all this work?

Finding work is a long haul, especially when you’re getting started, so if you have any specialist expertise, use that to get your first few jobs, even if that subject matter is not something you want to keep on with.

And because it’s a long haul, start your social media presence and begin working on your website as soon as you can. Don’t put it off until you feel ready to launch yourself on the world, fully formed as a professional editor or proofreader. Start small and grow, test out what kinds of posts get noticed, and which don’t. Get used to making time every week, if not every day, for some kind of marketing activity.

Remember that the best time to do your marketing is when you feel you’re too busy to make the time to do it. Leaving it until you have done all your work and really need some more, right now, is a truly bad idea.

In summary

To shine in your perpetual, invisible interview, be findable, be you, be genuine, be helpful, be knowledgeable. You never know who is looking, when, nor exactly what they’re looking for. Even when you’re in an editors-only online space, you don’t know who is looking to subcontract a piece of work. Spend time on your socials (the relevant ones!) and your website. Keep things fresh and current.

People do want their books and articles and marketing materials and annual reports to look good and reflect well on them. You can help them with that, can’t you? Go tell them!

Resources

Brittany Dowdle and Linda Ruggeri’s Networking for Freelance Editors Workbook: Practical Strategies for Networking Success

John Espirian’s Content DNA

Louise Harnby’s several books on content marketing and finding work

Sara Hulse’s Marketing Yourself: Strategies to promote your editorial business

Sue Littleford’s Going Solo: Creating your freelance editorial business

About Sue Littleford

Sue Littleford is the author of the CIEP guide Going Solo, now in its second edition. She went solo with her own freelance copyediting business, Apt Words, in March 2007 and specialises in scholarly humanities and social sciences.

About the CIEP

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Photo credits: header image by Edar on Pixabay, fashion magazine by Cleo Vermij on Unsplash, writing by Kenny Eliason on Unsplash.

Posted by Belinda Hodder, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.

Forum matters: Finding work

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This feature comes from the band of CIEP members who volunteer as forum moderators. You will only be able to access links to the posts if you’re a forum user and logged in. Find out how to register.

The topic of finding work is one that arises frequently wherever editorial professionals chat, and CIEP forums are no exception. Whether they are new to the field or are more experienced and seeking fresh opportunities, forum members often turn to other members for suggestions. And with most members needing to seek more work at some stage, everyone is usually willing to share advice and information.

Gaining experience

A recent discussion on how long it takes full-time freelance editors and proofreaders to get regular work covered lots of bases. The consensus seemed to be that building a freelance business takes time, and that it took several years for most to establish themselves in terms of a steady stream of work and adequate income.

Contributors to that discussion and others shared their experiences of how valuable word of mouth, cold calling, finding a niche, directory entries and having a website were. One mentioned the importance of local networking events, and there’s lots of information about networking within the CIEP on the CIEP website.

How someone goes about finding work may vary depending on their niche(s), but one discussion on finding academic editing work reinforced the importance of word of mouth and networking. The topic of packagers/agencies also came up in this discussion and in a more recent Newbie query, and while some editorial professionals find the rates low and turnaround times tight, they acknowledge that such work provides the opportunity to gain experience, which then attracts other clients. Several members suggested contacting faculty members and university departments who may have their own proofreading and editing needs and who may also be involved in publishing academic journals. University presses also got a mention.

Jobs in the marketplace

Members can find work in the Marketplace forum when other members post information about one-off jobs they have been offered but cannot take on. The time it takes ‘[CLOSED]’ to appear at the front of such posts is a measure of how quickly the work is taken up, so it’s a good place to check regularly in case something in your niche becomes available – before it becomes unavailable!

Members posting jobs usually take a few names of people who contact them directly and mark the post ‘[CLOSED]’ when they have enough responses. They will ask for some information – perhaps website/profile details and anything about your experience that may be relevant to the specific job. If you are the person posting the work, it’s helpful to read the pinned How to avoid post removal and Marketplace guidelines topics first.

Tests and testimonials

Sometimes members post about editing tests they have taken, or sample edits they have been asked to do. It’s worth noting that while a ‘poor’ performance in a test or sample edit may knock the confidence of a newbie, even experienced editors and proofreaders have ‘failed’ such editorial tests, and one discussion showed that while tests may match you with a potential client, one bad experience does not mean you’re a bad editor.

Keeping an up-to-date portfolio and collecting testimonials are other ways to set yourself up for finding work. In one discussion, the topic of better ways to organise a portfolio and the value of having a portfolio came up. In a discussion in the Fiction forum (which you will need to subscribe to), the value of testimonials and how they might be organised generated interesting responses.

CIEP guides and courses

Many forum members find CIEP resources helpful – directly or indirectly – in guiding them as they seek work, and some of these get a mention in the forums. One that newcomers to freelance life may find helpful is Sue Littleford’s Going Solo Toolkit and the CIEP guide Going Solo: Creating your freelance editorial business. Many other CIEP guides are useful in helping an editorial professional learn more about finding work, including Marketing Yourself: Strategies to promote your editorial business by Sara Hulse. You can find an overview of the CIEP guides here.

Finally, there’s training. Many new editors and proofreaders posting for the first time in the Newbies forum will be undertaking courses, but many experienced professionals also see courses as a vital part of their continuing professional development, making them more attractive to regular and new clients.

For up-to-date discussion about this and more, you won’t go far wrong when you network on the CIEP forums!

About the CIEP

Photo credits: open laptop by Glenn Carstens-Peters on Unsplash; smiling woman on laptop by Vlada Karpovich on Pexels.

Posted by Sue McLoughlin, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.

Talking tech: Collaboration tools

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Following on from his informative piece about how we can use apps like Todoist to help us with the publishing process, Andy Coulson expands his research to collaboration tools, investigating how they can help us in finding work and integrating ourselves into project teams.

We have been working with collaboration tools for years – arguably chalkboards and flipcharts were ‘collaboration tools’. However, by using the web and cloud services, modern collaboration tools have changed and expanded this practice enormously, so you no longer need to be in the same physical space as your colleagues and/or clients. And the ability of computers to store and search information adds even more functionality to them.

Collaboration tools are an increasingly important part of remote working, allowing people to work together to share information on a common goal or project. For us freelancers, these tools allow us to become a part of the team in a way we have not been able to do as easily in the past, so learning to use them effectively as part of ongoing CPD is becoming useful for finding work – and if you come across a client who uses collaboration tools to run projects and you are already using them, then you have given yourself an advantage.

With so many of these tools about, clearly you cannot be an expert in them all – so it is important to step back and think about what job you might be using the tool for; some clients might also have preferred collaboration tools and may offer training. When I am looking at this sort of tool, I have found it useful to think about them in terms of the core job they have been built around doing. For example, Todoist is a to-do list manager at heart, but has plenty of collaborative features that would allow you to organise the workload of a team and manage information about those tasks. For the purposes of this piece, I am going to use three very broad categories: storage and editing tools; communication tools; and task and project management tools.

Storage and editing tools

Many of you will have used Microsoft’s OneDrive, Dropbox or Google Drive to store files online, but they also allow you to share those files. Google Drive takes this a step further, giving you access to a word processor, spreadsheet and presentation tool so you can work with others on a document. I’ve had a few projects where the style sheet or tracking spreadsheet has been in Google Drive and several people have been working on it in real time, so you are consistently looking at up-to-date information – one of the benefits of online collaboration tools.

One feature of Google Drive I particularly like is the suggesting mode. On a recent job, I was asked to add to the style sheet in suggesting mode as I made styling decisions. These changes then get adopted or rejected by the editorial managers. It proved to be an effective way of handling style queries.

Some of you will also have come across Microsoft’s SharePoint, which is a full document management system. SharePoint offers more advanced features than OneDrive and offers a much higher level of security to manage access and create work groups. It also allows you to create and edit directly using the cloud-based versions of the Office 365 tools and, as with Google Drive, you can edit collaboratively.

These storage and editing tools are probably the most familiar for us as editors, and the easiest to get to grips with. Most of us use Office, and will have some OneDrive storage bundled with that – so this, and by extension SharePoint, should have familiar features. Google Drive is quite user-friendly, but there is still a bit of a learning curve as you work out how to do various tasks. The systems described here are sufficiently common that there is lots of good support and guidance out there: just ask Google!

Communication tools

Many of us have grown used to a range of communication-based collaboration tools, such as Zoom and Teams, since the pandemic. These use video, voice or text and can be used between individuals or with groups. I suspect the use of these types of tools will increase for freelancers, so they are an important group of tools to get familiar with. The two examples below – Teams and Slack – are both supported well by resources online.

Teams is part of the Windows infrastructure and is integrated into Windows 11. It aims to be a ‘teamwork platform’ by linking into other Microsoft tools like 365 and Outlook, so you have one place where you are working with others. It uses channels to create structure, so for a given project you will join a particular channel. Within this you can then have access to information – such as files, folders, calendars, chat channels, video conferencing – that relate directly to the project. This ability to create project-related online environments quickly and easily is one of the reasons collaboration tools have become so popular with businesses, and why, as freelancers, we need to be willing to learn to use them.

Like Teams, Slack organises information in channels, each of which has a group of users and focuses on a project or theme. Rather than traditional email, the main communication is via a messaging channel that can support quick ‘huddle’-type meetings using audio and video, and screen and file sharing.

Task and project management tools

Finally, I have looked at applications that are focused on managing tasks or projects, allowing a team to see what needs to be done and who is doing it. Three tools that exemplify the range available are Trello, Basecamp and Asana.

Trello is a useful tool for freelancers. Like my favourite task manager, Todoist, the collaborative features do not get in the way of its task management tools. Trello uses a kanban model of organising tasks where tasks (or ‘cards’ in Trello parlance) are moved between lists – typically to do, doing, done – giving you a quick visual overview of tasks. It includes lots of useful project management features such as calendar views, and you can attach files and notes to cards. In terms of collaboration, tasks can be allocated to team members, you can track progress and you can have conversations about tasks using comments. Trello’s boards can also be used to organise individual projects and focus on particular teams. It also supports ‘Power-ups’, which are integrations with other tools (such as Google Drive) to extend the capabilities of the system.

Basecamp has a lot in common with Trello, but is built much more around supporting a team from the outset by enabling and organising communication between team members, and managing lots of projects within a small team. Each user has a dashboard that lets them see the projects they are involved with, their calendar and list of tasks. Clicking through to a project lets a user access Basecamp’s core tools: a message board (a bit like Slack’s threaded messages, focused on the project), a card table (similar to Trello’s boards, lists and cards), document and file storage space, to-dos, campfire (a space for more informal discussions and chats), and automatic check-ins (a way of quickly asking questions of a team; for example, doing quick status updates). Basecamp’s approach is built around making it easy for teams to organise their work and reducing the administrative overhead, which is what a good collaborative tool should do.

Asana offers a similar range of features to Basecamp but is focused on larger organisations. Describing itself as a ‘work management system’, it is intended to help juggle projects and routine work across a business. It has a lot of reporting features to support managers, as well as providing the Basecamp and Trello-type tools to allow individuals to organise their own work, or for a team to organise a project.

The range of collaboration tools and approaches clients take can be confusing, especially with so many available: so what do you do? I have found that although some do work well, many of them can feel very cumbersome for solely personal use. Using collaboration tools regularly, however, will help you to adapt if you are asked to use a particular tool as part of a project. Remember, though, the tools themselves build on good work habits: if you have those, then it doesn’t need too much change to adapt to using a different tool.

About Andy Coulson

Andy Coulson is a reformed engineer and primary teacher, and a Professional Member of the CIEP. He is a copyeditor and proofreader specialising in STEM subjects and odd formats like LaTeX.

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Photo credits: header image by Christine @ wocintechchat.com on Unsplash, person on a video conference call by Anna Shvets on Pexels, person using Trello on a laptop by cottonbro studio on Pexels.

Posted by Eleanor Smith, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.

Overcoming perfectionism

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In this post, Harriet Power discusses some ways of thinking that editors and proofreaders can use to disentangle themselves from the pursuit of perfectionism.

Many of us editors and proofreaders are perfectionists. I’m one of them. But while I think we should care about our work and that high-quality work is important, the trouble comes when this shifts into beating ourselves up over our mistakes, or spending extra unpaid hours on a job to get it just right, or feeding the sense of inadequacy that comes from imposter syndrome.

Here are some of the ideas and ways of thinking that have helped me to relax a bit and become less beholden to perfectionism.

Humans make mistakes

We all make mistakes: it’s just a human trait, and that’s OK. In fact, it’s an important part of how we learn: by making mistakes through trial and error, we learn how to do better next time. (One of the worst mistakes I ever made in-house was to send a book to press without the author’s name on the front cover. WHOOPS. Thankfully the author accepted my heartfelt apology, and it wasn’t too big a deal for the publisher because it was a school textbook where the author’s cachet was minimal, but you can be sure I learned my lesson from that.)

Linked to the idea that we all make mistakes is the fact that as (human) proofreaders and editors, we can’t catch everything. Some things will inevitably slip through the net.

This is something that the publishing system acknowledges. It’s why there are so many eyes on a book: the copyeditor isn’t expected to catch everything, and neither is the first proofreader, and so on. If a human could do a ‘perfect’ proofread, and a typesetter could do a ‘perfect’ markup, then we wouldn’t need three or four or even five proofreading rounds.

I’ve worked on school textbooks in-house where there were so many pairs of eyes on them: a development editor, a copyeditor, reviewers, the authors, in-house colleagues, proofreaders, and there’d still be reprint corrections. At first this was dispiriting, but the fact it kept happening helped me to realise that mistakes are just inevitable and perfection is impossible.

Publishers aren’t paying for perfection

Publishers usually have to compromise on quality in some way and they do this consciously. They choose not to pay for a separate development editor and copyeditor, they squash the schedule, they cut budgets: they choose to make a book that is OK, or even good, but rarely perfect.

Often there’s just not the budget to pay for the extra work that would elevate the book to the next level, and I think publishers realise that for the majority of books, those extra hours aren’t worth the investment anyway. Because readers (generally) don’t demand or expect perfection, so it’s not worth the time, effort and money that it requires.

So if the publisher isn’t shooting for perfection, then you shouldn’t feel you have to either.

This wonderful article by Jeff Reimer puts it much better than I can, and is well worth a read.

A project is simply a project, neither a sacred trust to better the world nor a consecrated burden the publisher has placed on their shoulders to ensure the book is a masterpiece. A job is a job is a job.

Readers are more forgiving (or less observant) than you think

Most readers are going to forgive or not even notice a few slips here and there, like the odd typo or clunky sentence or stilted line of dialogue.

I’m not saying that these things don’t matter at all – they do, and lots of them can accumulate to break a reader’s immersion in the novel, or make the how-to guide harder to read and understand. But a few slips here and there really aren’t the end of the world. Readers generally care more about the bigger picture, like whether the story’s any good or whether the text gives them the information they need.

This is something I’ve noticed when reading non-fiction books. Some of them have what I’d call significant flaws – issues that I’d try to fix as a development editor – like unnecessary waffle and repetition, unclear examples, etc. But these books still do hugely well and get 4+-star ratings on Amazon.

Maybe a good analogy here is a musical performance. A hard but important lesson to learn as a musician is that individual mistakes genuinely don’t matter (and half the time the audience doesn’t notice them anyway) – what matters is the overall performance. I’ve done performances where I’ve completely fallen off the tune, played bum notes, forgotten the chords and more, and people still come up afterwards and say ‘that was amazing!’ I think the same is true of reading a book: it’s the overall experience that matters. So don’t sweat too much over the small stuff.

Authors are allowed to write the books they want

This is something it took me a while to accept once I started working with indie authors, because previously I’d just been working in educational publishing, and educational publishers will usually intervene and rework a textbook if the author’s done a bad job (or has simply failed to write to the brief). But I think educational publishing is something of an outlier here and often it’s important to remember that it’s the author’s book.

When I first started doing development edits for indie authors, I think I had a tendency to go overboard: to try to make the book ‘perfect’ and in doing so bombard the author with tons of comments and things to fix. But I suspect this just overwhelmed them and I was asking for too much from them. So now I try to remember to rein my suggestions in. Because I can still help an author to make a book better, even if it’s not going to be perfect, and that’s OK.

The book is not (just) your responsibility

It’s the publisher’s responsibility, and the author’s, and the proofreader’s, and the typesetter’s, and so on. You don’t have to carry the weight of ‘perfecting’ the book on your shoulders alone.

Editing is subjective

If you give a manuscript to five different editors, you’ll come back with five different edits. This truism is something a lot of us freelancers hear without being able to witness it first-hand, but it’s something I’ve actually seen while working in the CIEP information team. If three of us in the team review a proof, we’ll all comment on different things. I don’t think that makes us better or worse editors than each other – it’s just that editing is subjective and we all notice different things.

The corollary to this is that we can’t all notice everything.

Everyone has strengths and weaknesses

This is another way of looking at the idea that we can’t all pick up on everything. Every editor and proofreader will have some things they’re better at than others: that’s just a part of being human. We can’t be perfect, great or even good at everything.

I’m not great at the intricacies of grammar, I don’t know enough about the self-publishing process, and I really need to organise and formalise my workflows better. These are all things I’m slowly working on, but in the meantime I try to play to my strengths and do a decent-enough job otherwise, and make peace with the fact that I simply can’t be brilliant at everything. (And the positive feedback that I receive suggests that my clients don’t expect me to be brilliant at everything and don’t care that I’m not.)

Even regular people deserve to make a living

This freeing idea comes from Jennifer Lawler, who wrote this short post on LinkedIn about imposter syndrome. Never forget that even ‘regular’, far-from-perfect people (i.e. the majority of us) deserve to make a living.

Once I embraced the idea that I didn’t have to be special in order to deserve not to starve, it freed up a lot of mental bandwidth to do the work to the very best of my ability and not fret otherwise. Letting go of the idea that I have to somehow be A-MAZING all the time actually allows me to have a more realistic perspective on my abilities and to (so ironically) do better work.

I can’t claim to always follow my own advice, but I hope some of these ideas will help you if, like me, you think it’d be healthy to disengage somewhat from your perfectionism. If you’ve found other strategies that work for you, please share them in the comments!

About Harriet Power

Harriet Power develops and copyedits nonfiction books and educational materials. She is a commissioning editor for the CIEP information team, and a Professional Member of the CIEP.

About the CIEP

Photo credits: header by Ann H on Pexels, woman reading a book under a tree by Pramod Tiwari on Pexels, sign saying wisdom with perfectionism crossed out by geralt on Pixabay.

Posted by Eleanor Smith, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.

Curriculum focus: The publishing process

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In this regular feature for The Edit, former training director Jane Moody highlights an area of the CIEP’s Curriculum for professional development. This month’s article is packed with useful information to expand your knowledge of the publishing process, from digital to bookbinding!

Publishing is covered in several areas of the curriculum. I haven’t included editorial processes in the list below, but rather concentrated on those aspects of publishing that are not covered by our core skills. These areas are valuable for a competent copyeditor or proofreader to know about. Most topics fall into Domain 2 Editorial knowledge and practice, but I have included one from Domain 1 Working as a professional.

KNOWLEDGE CRITERIA	EDITORIAL COMPETENCIES, PROFESSIONAL SKILLS AND ATTITUDES
1.1.1 Role and responsibilities of an editor/proofreader within a publishing team	• Understands publishing schedules and budgets, and how they interact • Is aware of the responsibilities of an editor to stakeholders and of the editor as an intermediary • Understands the place of an editor/proofreader in the publishing process • Is aware of own role within the team and able to work as part of a team
2.1.1 Workflows	• Understands the critical stages involved in any publishing process • Understands common publishing terminology
2.1.2 Schedules and budgeting	• Understands the importance of scheduling and budgeting within any publishing process • Understands the influence of the schedule/budget on the scope of editing/proofreading
2.1.4 Production processes	• Understands the roles and responsibilities of a production team • Understands the meaning and use of common production terminology • Understands the stages of the production process (eg prepress, print/electronic production)
2.1.5 Design, typography and typesetting	• Understands the meaning and application of common typographical terminology • Is aware of different fonts, typefaces and their uses • Recognises typographical characteristics: measures, alignment, spacing • Understands word and character spacing, leading, indentation, non-breaking spaces, hyphens • Understands layout, typesetting and working with a typesetter (specification, layout, revises, running sheets)
2.1.6 Printing and finishing	• Understands the requirements for different printing processes (colour, paper types, sizes, file sizes, resolution) • Is aware of different printing processes (eg litho, offset, digital, print-on-demand) • Is aware of different print finishes (eg sealer, varnishes, laminates) • Is aware of different binding methods (saddle-stitched, perfect binding, sewn, case binding, self-cover)
2.1.7 eBook formats	• Is aware of different ebook formats (eg EPUB, Amazon AZW, PDF, TXT, MOBI • Has a basic understanding of which format to choose in different situations
2.1.11 Different models of publishing	• Is aware of the different types of publishing models (eg traditional publishing, businesses and other clients, self-publishing) • Understands the different financial models of publishing (eg traditional publisher pays, author pays, open access, hybrid models, self-publishing)

Terminology

Before you can understand the processes, perhaps you might need some explanation of the many jargon terms used in the business. You can, of course, use the CIEP Glossary. Other terms might be found in HarperCollins’ Glossary of Book Publishing Terms. For a lighter look at publishing terms, try Tom’s Glossary of Publishing Terms (in which the term copyediting is defined as ‘A phase of publishing that requires little or no budget, is considered of slight importance, and may be omitted at the option of the publisher’, copyright as ‘A concept invented by lawyers as a hedge against unemployment’, and chapter-by-chapter breakdown as ‘the progressive deterioration of a copyeditor who is on a tight deadline’!)

Some slightly more technical terms can be found in Desktop Publishing Terminology – The Complete Guide (2022) from Kwintessential.

Process and workflow

Understanding the publishing process is essential for copyeditors and proofreaders. However, understanding is complicated because there is no one process – workflows vary from publisher to publisher and with different types of publishing. There are several CIEP courses listed in the curriculum and other helpful resources. The CIEP fact sheet The publishing workflow is a good starting point.

Courses are thin on the ground, but the Publishing Training Centre runs an e-learning module An Introduction to publishing, which is described as being for ‘newcomers to publishing who wish to gain a grounding in the structure of the publishing industry today, along with its key processes and functions’.

Books include:

Inside Book Publishing, 6th edn by Giles Clark and Angus Phillips (Routledge, 2019), ‘the classic introduction to the book publishing industry’.
Handbook for Academic Authors: How to Navigate the Publishing Process, 6th edn by Beth Luey (Cambridge University Press, 2022).

Here, I’m looking further to find information in the online environment:

The Publishers Association is a good source of information. Their webpage ‘How publishing works’ gives detailed information and includes personal accounts of working in the role (although when I looked, there were several broken links).
Publishing Talk aims to help new and emerging authors write, publish and sell books. Jon Reed has written a blog, ‘The book publishing process – an 8-step guide’.
Individual publishers may offer guidance to authors about their particular processes, which can also be useful to editors, particularly if they include timings. See, for example, the Bloomsbury guide to the publishing process. The timings quoted there might raise a few eyebrows! HarperCollins personalises the process, with individuals describing their roles in the company.
Bill Swainson has written a blog, ‘The Publishing Process’ (originally written 27 July 2012 and updated 20 January 2021), for the Bloomsbury Writers & Artists newsletter.

For a different kind of publishing process for non-fiction, read the IntechOpen article ‘Publishing Process Steps and Descriptions’. IntechOpen is an open-access publisher. This model of publishing charges a fee to the author or the author’s institution (£850 per chapter) and the subsequent (online) publication is made freely available to readers.

ALLi provides information on the self-publishing process in a blog by Orna Ross, ALLi Director: ‘What Is Publishing? The Seven Processes of Book Publishing’. Also describing the self-publishing process is a guide from the Writers’ Guild, published in 2022, Self-publishing: A step-by-step guide for authors.

Other web resources include an ‘Academic Publishing Toolkit’ for potential authors from the University of Manchester Library. The University of Manchester Library has a number of helpful webpages on the publishing process. ‘The publishing process – what to expect’ includes flowcharts for each type of publication. These webpages give information about typical stages, milestones and timescales that you’re likely to encounter when publishing a journal article or a monograph.

What all these useful articles don’t say, in their attempts to set out a clear process, is that some (sometimes all) these processes can happen in different orders, or all at once. Often, the design is adapted from a previous publication, so is already set before the editorial processes start. Sometimes publication is driven by the market, and marketing may be started before a word is written or edited. Publishers’ marketing departments are often over-enthusiastic about the speed of production of their forthcoming titles! How often have you ordered an advertised book only to be told (often several times) that the publication date has been put back?

Ebooks

Anum Hussain’s blog post ‘How to Create an Ebook From Start to Finish’ (11 August 2022) is a useful introduction, as is ‘How to Make an Ebook in 5 Steps Without Breaking a Sweat’ from Designrr.

‘Everything Self-Publishers Need to Know About Ebook Formats’ (8 November 2021) gives a run-down of the different formats available and when (and how not) to use them.

Printing and binding

You can read about the printing and binding processes, but it is hard to imagine what it’s really like without seeing it. YouTube is a happy hunting ground for videos – once you start to look, you will find many helpful videos that explain the process or just give you a feel for what it is like. Here are just a few.

If you don’t know much about the printing process, watch Gorham Print’s YouTube video, which shows the process in a small printing company. Watch the same basic process on a giant scale in a Korean company, Mega Process (or this one: Factory Monster). I can tell you from personal experience that these factories really are that noisy, even without the music! This clip is more explanatory: ‘How It’s Made Books’. I’d recommend watching them both: the Korean ones will give you a better feel for the real action, but the explanations in the latter are very helpful.

For a slightly different approach, watch Amazon Books’ ‘make on demand’ process. The sound quality is occasionally quite poor, which is a shame, but it’s worth watching to see the POD (print-on-demand) process.

Newspaper printing is quite specialised. Watch the New York Times (in 2019) or The Times (in 2022) being printed.

Offset litho printing is described in a video from Solopress and the sheetfed system in one from Sappi (this one has subtitles). Express Cards’ simple animations make the whole process a lot easier to understand.

Digital printing is explained in a video from Sappi and from Sticker Mountain (Indigo printing).

The Telegraph has a video from 2012: ‘Birth of a Book: how a hardback book is made’ – there will still be companies in existence who use the human touch, but probably not many like this one. For an even more esoteric skill set, watch ‘The Chelsea Bindery Show the Processes of Book Binding’ – once upon a time, most books were bound like this. It’s more like this now: ‘Book binding (Muller Martini Monostar)’.

About Jane Moody

Jane has worked with books for all her working life (which is rather more years than she cares to admit), having started life as a librarian. She started a freelance editing business while at home with her two children, which she maintained for 15 years before going back into full-time employment as head of publishing for a medical Royal College.

Now retired, she has resurrected her editorial business, but has less time for work these days as she spends much time with her four grandchildren and in her garden.

About the CIEP

Photo credits: letterpress by Jirreaux; printing machine by Dengmert; both on Pixabay.

Posted by Sue McLoughlin, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.

A week in the life of a freelance commissioning editor

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If you’ve ever wondered what a freelance commissioning editor gets up to, in this post Sarah Lustig has provided some answers!

I work as a freelance commissioning editor for several different educational publishers. Before starting my business, I worked in-house for a large educational publisher. I had a lot of experience as a project manager, but almost none as a commissioning editor.

Slowly, project management jobs morphed into commissioning (sometimes by way of nebulous ‘author management’). Before I knew it, I was overseeing large multi-component courses. Now it’s a core part of my services. My in-house experience was with international curricula and I still do a lot of work on them now, as well as occasional UK and vocational titles.

Before I go into what a typical week might look like, let’s clear up some confusions around the work of a commissioning editor.

How is it different from project management?

In many ways, it isn’t. The work of the commissioning editor is largely the same as that of the project manager, which is why my project management skills helped me segue so neatly into commissioning.

The key distinguishing feature of the commissioning editor’s work is that it centres on the early development of the content. A project manager (PM) may take over later. The handover to the PM often happens after any manuscript development has been completed and the materials are ready for copyediting. In that case, the freelance commissioning editor may stay on the project, but in a reduced role, or they may hand over to an in-house colleague.

In the same way that a designer maintains a key relationship with their illustrators, the commissioning editor takes ownership of the relationship with any authors. Throughout the project, they are the author’s first point of contact. In some cases, all author queries go through the commissioning editor and the rest of the team has little to no contact with them.

The commissioning editor also has overall responsibility for the project; team members (including the PM) will escalate issues to the commissioning editor, who makes a decision on how to address them. For that reason, freelance commissioning editors may work very closely with an in-house team member, such as a publisher. A freelancer can reasonably make decisions about text features or style, but they probably cannot make business-critical decisions, such as a decision to delay publication if there is an urgent issue with the content.

Back to a typical week: let’s assume I’m at the start of a new project. What would my week involve?

Commissioning authors

One key task of the commissioning editor is to commission the authors to write the content. The commissioning editor might choose them from contacts the publisher has supplied, from their own list of contacts or by sourcing someone new through sites such as LinkedIn.

At the start of a new project, I compose a standard email to send out to prospective authors. It will include:

Details of the project.
The schedule.
The remuneration being offered (if known at this stage).

Depending on how urgently we need to find someone, I might email several people simultaneously (and explain that in the email). Otherwise I approach one or two people and wait for their responses.

A typical week might include a phone call with a new author who has questions about the project. Some prefer to iron out any questions over email, but a phone call can be especially useful if you do go on to work together on the project.

Author briefing

While I am approaching potential authors and waiting for replies, I also start drafting the author briefing document. The publisher may have a template that they ask me to work from. If not, I have my own template that I adapt. The brief always includes:

A project overview and contents list for the proposed publication.
Any series features.
Special requirements.
Rights and permissions guidelines – the publisher usually supplies some standard wording; I add to that any artwork and/or photo budgets.
Workflow and contacts.

The author briefing can be an exciting part of the job. It’s often one of the most creative tasks. It’s at this stage that the vision for the product is laid out. Will you add any new features? How will you address a unique requirement from the subject specification, such as scientific practicals or field work?

This brief is a really important part of the project materials. It will be used by several other team members to get to grips with the expected content. It might also be used in briefing freelancers later down the line.

Another key task of the commissioning editor is to check that the material submitted by the author matches the brief. Some small variances are normal and can be resolved during development editing. But it’s more troubling if the author has not submitted a section or has not briefed any photos, in a brief that asks for 100 photos.

Liaising with reviewers and development editors

After the author has submitted their manuscript, it may go to reviewers or a development editor to check. Often, the commissioning editor will commission and brief any reviewers or development editors, in the same way they did with the authors. They will also liaise with them throughout their work.

Since the work of these freelancers is necessarily in-depth, there are likely to be content amendments to the text and author queries. In a normal week, I might receive some of these comments back from the freelancers. I go through them to see if there are any simple issues I can resolve myself in the manuscript – a question about the grammatical style used or a simple error found. I then send everything else back to the author to work on.

There may be some work to do between the author and the reviewer or development editor, to agree on the best solution to a problem. As commissioning editor, I have the ultimate decision-making responsibility in any disagreements. They don’t happen very often. Usually I can defer to the author.

Team meetings

Part of the commissioning editor’s role is to attend – and sometimes run – team meetings. These meetings could include a project kick-off and regular team update meetings. The commissioning editor usually runs the project kick-off. This is a time for them to brief the rest of the team on the project.

In most weeks, it’s likely that I will attend an update meeting with the team. Early in the project, when the manuscript is with me, I use the team meeting to tell others what the author has delivered and the progress of any editorial work, such as development editing.

Later, when the manuscript has passed to a project editor, the project editor or project manager will provide the team with updates. At that stage, my role in the meeting is mostly to answer any queries.

I might also be called on to make decisions when there is a problem. For example, the typesetter has been delayed and won’t return the proofs on the agreed date. Can we afford to delay the schedule? If we delay now, can we save time later on? Do we want to batch the content to keep it moving? A project manager will advise on all these points but often the commissioning editor will decide what course of action to take. A wise commissioning editor listens to the project manager’s suggestion.

The rewards and the challenges

I find commissioning work very rewarding. I’m there at the very beginning of the project, when the concept is still being scoped out. I then get to see the vision realised in the final product.

It can be very challenging, especially when there are problems and I need to try to provide solutions and answers. Sometimes the problem-solving itself is a good challenge; sometimes it isn’t. However, for me, the satisfaction of seeing something develop from nothing, until it’s a real product out in the world, outweighs the difficulties.

About Sarah Lustig

Sarah Lustig has been working in educational publishing since 2010. She has been freelance since 2014, providing educational publishers with proofreading, commissioning and project management services. She specialises in international curricula, as well as some non-fiction subjects. She is also the author of the middle-grade novel Mystery in the Palace of Westminster.

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Photo credits: office desk by Dose Media on Unsplash; phone call by Marcus Aurelius on Pexels; team meeting by Headway on Unsplash.

Posted by Sue McLoughlin, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.

Talking tech: The publishing process – getting personal

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In this month’s Talking tech column, Andy Coulson shares the systems he uses to keep on top of his editorial work, from scheduling projects and organising to-do lists to tracking client and author queries.

This month’s theme for The Edit is ‘the publishing process’. Whenever I see the word ‘process’ I think of workflows and project management, which brings me to collaboration and communication. These are things that technology can be really helpful for (or completely sabotage).

We all need to manage a range of workflows with different clients and types of job, but these all have common elements. The ones that come to mind are managing workload; tracking work; and dealing with issues and communicating those to clients. We all need good systems to handle these and arguably our effectiveness as freelancers is down to how good these functions are. I’m going to give you a guided tour of my own system as a way of illustrating where technology helps with this and where it hinders.

I’ve got here by a process of evolution so I strongly recommend that whatever you do, you review it from time to time and be prepared to change it. My aim with these systems is to give myself clear visibility of my availability; to have a good understanding of the steps to complete a task, and where I am with those; to collect queries, manage circulating those and make sure I deal with the feedback; and to plan my working day around work and life commitments.

Availability: Can I fit this job in?

To keep track of my availability, typically over the next six months, I use Google Calendar. Everything gets chucked in here – holidays, dental appointments, possible jobs etc. I use different calendars for work and family stuff, and different colours for each. If you need some help in how to do this, this article covers Google Calendar and this one covers iCal on a Mac.

When I agree a potential job, I create a new calendar entry covering the expected dates. In the title I include the client contact details, which means I can easily find the original email if I need to contact them. The other thing I usually do is change the colour for the task. These colours relate to customers and are consistent with the colours I use in Toggl to track time.

Now I can use the calendar to see what I have on and what I have coming up. This lets me respond quickly to enquiries and changes in schedules, and also means I can confidently plan other areas of my life around work commitments. I know when I’ve got a busy week coming up, so don’t try and fit in a dental appointment.

Here I think a technological solution works really well. The multiple colours help me take in a range of information quickly. The multiple calendars allow me to filter information.

Planning: How do I do the job?

Once a job goes live, I start looking at it in a bit more detail. Generally, I need to break it down into manageable steps I can then track. This lets me see progress, which is good for my stress levels (usually), and means I can keep the client updated. The other benefit to this is that I can use my time flexibly as I can have a much more granular view of how long things are taking.

I use a to-do-list manager, as I tend to think in lists, but there are any number of other tools you could use to organise these tasks, such as board or card-based tools like Trello. My favourite is Todoist, which is available on Windows, Mac, iOS and Android. I like it because it lets me organise things in projects and tasks that I can split into smaller elements. I can add reminders and various flags and labels that let me sort and organise tasks.

I tend to keep some projects that I can dump one-off tasks in, which are often non-work related. For example, I have a ‘maintenance tasks’ project that all the jobs that need doing around the others get put in. I also have a ‘personal tasks’ project that can contain recurring tasks, like reminding me to check if I need to collect my son from school.

Each task within a larger job gets its own project. I can add project-specific details in the description, and add to these through comments as the job goes on. I split a job into tasks (where it’s relevant) and may even have sub-tasks if it proves necessary. The sub-tasks can be a good way of keeping track of things that are part completed, so if you have a chapter 3 edit task and you are waiting on queries you could create a sub-task of ‘deal with Ch3 queries’ before moving on to the next chapter.

Todoist is where I keep track of everything rather than keeping it inside my head. I think a technological solution here is really good. At this level of task management you get a lot of change, and have to manage lots of odds and ends of information.

One other advantage of using Todoist is it allows me to get information out of email. Email is a brilliant tool, but is utterly useless for storing information, and has a tendency to then create distractions from what you need to do. (Cal Newport’s A World Without Email: Reimagining Work in an Age of Communication Overload is an interesting exploration of this.) Even with the search capabilities of modern systems it is cumbersome to try to track bits of information in email. It is far better to add key information to the project in your task manager.

Organising the day-to-day

Here’s where technology and I part company. To plan my day, I use a pen and paper and do something called time-blocking. I have a square-gridded notepad and keep a weekly calendar with each day divided into hours. I then mark in my wife’s work commitments and any other fixed commitments that need working around. I can then plan in what I am going to do and when, drawn from the tasks in Todoist. I also include things like any plans to exercise, so there is a greater chance of me actually doing those. I do most of this in pencil so I can change the plan if things overrun or need to be moved. I tend to plan the next day at the end of each working day.

Taking time to do this on paper means I spend a little more time thinking about what I am going to do. This (hopefully) means I am being a bit more intentional about what I am choosing to do and reminds me it is all a choice, which helps to stop me stressing about things.

Keeping track of queries

Going back to the theme of not storing things in email, I’ve changed how I handle queries. Keeping track of queries is a really important task, especially on bigger jobs. I can’t begin to quantify the amount of time that I’ve wasted trying to find a project management tool that would handle all the things mentioned above and help manage queries, but I can’t find one that suits me.

My solution came out of a conversation on the forums about this. Abi Saffrey suggested using conditional formatting in Excel for ‘at-a-glance’ status on queries. For each job I have a queries spreadsheet with columns for the location of the query (I split this into file name, page/folio number and location description on the page so I can search for all the queries on a particular file), who it is for, status, date sent, date received, details of the query and the reply. The status column uses a list to select the status: draft, sent, received, re-queried, done. These have different colours, set by conditional formatting.

When I send out queries it doesn’t matter whether I send the Excel file, copy a couple of quick queries into an email, or share the Excel file on OneDrive, there is always one master copy of the Excel sheet that I keep updated with statuses and replies (copied from email if needed).

Bringing it all together

As I mentioned, I’ve never found the perfect tool to do it all; consequently, I use several tools that I’ve found I can make play nicely together with minimum effort. In addition to these I also use Toggl to track time and Quickfile to handle billing, invoices and accounting.

I think the trick with systems is to invest some time in thinking about what problems you want any system to solve. In this way you can research tools and decide what compromises and tweaks you can make. Hopefully this then means you end up with a system that works for you, rather than one you are trying to fit into.

About Andy Coulson

Andy Coulson is a reformed engineer and primary teacher, and a Professional Member of the CIEP. He is a copyeditor and proofreader specialising in STEM subjects and odd formats like LaTeX.

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Photo credits: header image by Tara Winstead on Pexels, diary by JESHOOTS.COM on Pexels, office stationery by Alex McCarthy on Pexels.

Posted by Belinda Hodder, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.