Category Archives: Specialisms

Five tips for moving into a new editorial field

Are you looking for a new editorial challenge, or would you like to expand into a new area? Hazel Bird has changed the focus of her editorial business over the past few years and here she gives advice on how to enter a new field.

One of the best things about freelancing is that you have full freedom to evolve your business however you see fit. Sometimes this evolution will be leisurely – a new macro here, a new webinar there – whereas at other times you might want to grab your business by the footnotes and drag it bodily into a whole new paradigm.

Moving into a new field is one such potential business evolution, and it can be done slowly or at speed. I’ve had a go at both. After I started out in 2009, for several years I worked almost exclusively on academic content, but then over time I gradually accepted more and more work in other fields, such as a charity magazine and books on business and digital topics. But then, a few years ago, I decided I wanted to much more decisively pivot in the charity/business direction.

This post will recount some of my experiences and give suggestions on how to move into a new editorial field. Whether you do it circumspectly or more resolutely is up to you!

1 Use what you already know

The charity magazine I proofread during my slow evolution phase was the membership magazine of what is now the Royal Osteoporosis Society. I also sometimes proofread some of the charity’s materials aimed at practitioners in the field (researchers, doctors, radiographers, etc).

As a humanities graduate whose formal scientific education ended at age 16, I arguably wasn’t the best placed to work on such material. However, I was able to demonstrate familiarity with scientific concepts, terminology and editorial practices through the social sciences and psychiatry texts I’d ended up editing for my academic clients (which in itself demonstrates an earlier slow evolution, from humanities onto the edges of the sciences, albeit still within academia). I also had a strong personal interest in nutrition and fitness, which came in very handy when proofreading diet and exercise advice for people with osteoporosis.

The key thing is to know your limits. Had I been offered intensive scientific copyediting, I would definitely have turned it down. However, I felt quite confident proofreading expert-approved text – and in fact my relative ignorance sometimes came in useful by making it easier for me to see things from the perspective of the reader (potentially a person newly diagnosed with osteoporosis and with very little idea of what this meant).

2 Understand your role in the relationship

Sometimes moving fields means working with a whole different type of client. It’s therefore important to understand how clients in your new field will expect the business relationship to work.

For example, taking two extremes from my career, there are big differences between working with academic packagers and working with large non-profits. In the first case, the packager usually sets the terms and fees and establishes the standard of work required. They generally have a good understanding of how publishing works, and there often isn’t a great deal of client management needed beyond managing queries helpfully and submitting and chasing invoices.

In the second case, you’re much more in the driving seat. The client may have very stringent editorial standards. However, they may also have comparatively little practical experience working out how to actually achieve those standards. There is also more of a need to manage the relationship through onboarding, terms and conditions, and ongoing negotiation of fees.

Some of what’s expected you’ll only find out after you begin a working relationship with a specific client. However, the next tip may help you to get some clues about the field in general …

3 Know their world and speak their language

If you’re brand new or a relative outsider to the field you want to move into, there’s a world of nuance that you won’t understand (yet). You’ll need to learn all the specialist terminology – and then when and for which audiences it should be used (versus when the audience will deem it unhelpful jargon).

It can therefore be helpful to follow relevant people on social media – both practitioners (ie potential clients) and other editors who already work in your desired field. Pay attention to the words they use and how they talk about concepts. Read the kinds of publication you aspire to work on. And obviously you can pick up relevant books, attend webinars and industry conferences, and consider getting a new qualification or two. Once you start working in your new field, you might also want to add a bit of padding into your schedules where possible, to enable you to read around topics with which you’re less familiar.

Another crucial place where you need to know your potential clients’ world is in your marketing. This is one I’m still working on, but the point is to speak their language on social media and in your blog posts, quotes and so on, so that you’re identifying their pain points and showing how you can help.

tiles spelling 'time for change'

4 Be prepared to be flexible

Ideally, opportunities in your new field will arrive exactly when you have time for them. Naturally, though, sod’s law means your dream client is going to send you an enquiry for work needing to be done tomorrow when you’re already booked solid for the next four weeks.

So, what do you do? You might choose to do the extra hours, especially if the new work might turn into a long-term collaboration or the fee is especially enticing. Alternatively, you might turn down this particular offer but thenceforth be more proactive, using the fact that your ideal clients are finding you as a confidence-booster to encourage you to step back from some of your old clients to make space for new opportunities.

Or you might do a bit of both. The right option will depend on your circumstances and other commitments. If you choose to dial down your current workload, it’s obviously important to ensure you have enough cashflow to tide you over if the enquiries don’t come flooding in as quickly as you hope. You can also pick your timing for doing this carefully – for example, by embarking on a chunk of CPD or a big business development project so you’re not left twiddling your thumbs if work is sparse.

5 Remember that you don’t need to be overqualified, just qualified

As Harvard Business Review says: ‘It is important, of course, to have at least some of the skills a job requires up front. But nobody should limit themselves only to positions for which they are already overqualified.’ (The article is about employed positions but the ideas apply to freelancing too.)

It’s easy to hold yourself back from new opportunities, imagining that everyone else is ten times more qualified than you or has a career’s worth of relevant experience. Our old friend impostor syndrome can have much to answer for here too. So it can help to remember that you’re not (yet) looking to be the best in your new field – just competent enough to offer your clients a sound, professional service that you can build on in the future.


Whether you move into your new field cautiously or with a bang, I’d say that the overall theme here is flexibility. It’s about using what you know but being ready to adapt your approach and mindset to a whole new arena, without making assumptions. If you can do that responsively and with imagination, putting yourself in the shoes of your new client and their readership, you’re unlikely to go far wrong.

About Hazel Bird

Hazel BirdHazel works with non-fiction clients around the world to help them deliver some of their most prestigious publications in areas such as charity and peace work, digital and technology, and business and leadership. An editor since 2007, she aims to see the big picture while pinpointing every detail. She has been described as ‘superhuman’ and a ‘secret weapon’, but until Tony Stark comes calling she’s dedicating her superpowers to text-based endeavours.

 

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 Jan Huber on Unsplash, tiles spelling ‘time for change’ by Alexas_Fotos on Pixabay.

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 transcript proofreader

Since moving to the USA, freelance editor Christina Petrides has picked up a more unusual type of proofreading work. She tells us what a typical week proofreading legal transcripts for court reporters looks like.

Court reporting in the USA

Unlike in the UK, the US legal system still relies on human court reporters – also known as stenographers – to accurately record what is discussed. (The UK system has moved to digital recording.) Think of any American TV courtroom drama and there is usually someone quietly typing away on a funny-looking typewriter – the stenotype or stenograph machine – and you’ve got the idea.

Similar to shorthand, the machine has a series of keys that are programmed by a court reporter to reflect the phrases they come across most often. These could relate to the types of cases that they report on, their location or the sort of cases they take on – eg trials, depositions, hearings (arguing legal motions) before a judge or even company board meetings – making it easier for them to quickly record what is being said.

Once a hearing or deposition is over, the court reporter will translate the text, transforming the shorthand text into English, and do a first edit. Then it’s ready for proofreading. There are specific software programs that court reporters use and proofreading can be done either

  • directly into the software program
  • in PDF format using annotations on the full file, or
  • in PDF but returning only an errata sheet.

Proofreading depositions and hearings

I work with three court reporters, two of whom work full time. They are based in Utah, Illinois and Florida but often work with lawyers or on cases filed in other states. Between them they work on depositions and hearings on injury law, corporate disputes, property tax and local planning meetings. They all send me a PDF file for proofreading and expect a full marked-up file in return.

The critical element of proofreading a verbatim transcript is that you cannot make any changes for bad grammar or incorrect phrasing. What you can do is ensure that a transcript is readable and clear. Nowadays, searchability is also important since lawyers will often do a search with specific words, so consistency is crucial. I use the iAnnotate program on my iPad to work and have created stamps for the most common issues or words that I encounter or use. It also allows me to type in words where I think something may be missing and to highlight text to draw attention to something that is unclear.

Is there such a thing as a typical week in court reporting?

Not really! While there may be similarities across the types of cases, each one is unique because each involves different individuals. After three years, I am a little more familiar with the lawyers that engage my court reporters most often. So I’m more accustomed to how they speak – short, pointed sentences or long, rambling trains of thought.

But the plaintiffs and defendants in every case are different. They have their own way of expressing themselves, and more often than not this is their first deposition so they’re nervous. In many cases an interpreter is involved. Some people mumble, making it harder for the court reporter to pick up the correct words, while others nod and shake their heads or say ‘It hurts here’ not realising this won’t make any sense to whoever is reading the transcript. Then there are those who don’t have English as a first language but don’t need an interpreter and have an unusual way of getting across what they want to say.

Empty US courtroom

Proofreading throughout the week

Copyediting and proofreading are so different that I find I can switch between them throughout the day and week and reset my brain, keeping it fresher and getting more done than if I only worked on long projects. I tend to start my day with a strong coffee and a transcript – the double whammy fires up my mind! – and come back to it as and when I need to switch things up.

The most common issues I find are typos (which could be a mistranslation or reporter error) and misplaced or missing punctuation. Readability is key, so punctuation matters. Without changing the meaning of what a deponent is saying, I try to ensure a sentence is clear and understandable. Occasionally, if a proposed comma could alter the meaning, I add a note in the margin so the reporter knows to check against the audio; after all, they were there so will know better than me what a deponent was trying to say and they must certify this is an accurate transcript. Otherwise, inverted words crop up, homophones creep in, and double words make an appearance in most transcripts.

Scheduling transcripts into my workload

After three years, I’m comfortable with how many pages I can proofread in an hour, so it’s easier to schedule the transcripts I need to turn around into my week. The tricky part is that I rarely know what’s in the pipeline. Regular turnaround is three days, so unless I’m inundated from all three court reporters, it’s manageable. A few times a month there will be a rush job that needs a 24-hour turnaround, but my reporters will always check my availability first. Then there is the odd occasion when I need to drop everything and get a transcript proofread.

The best part about this type of work is that I have learned so much about life here: the geography of different states, linguistic nuances from one region to the next, new expressions I’d never heard of before, and how different people live their lives. I can’t live without my online Merriam-Webster dictionary link, and Google is my best friend for checking new place names and proper nouns and sleuthing for clues of what something could possibly mean or how it may be spelled. This often happens when people use industry jargon.

I got started with this work after my husband (a former proofreader who specialised in this field) trained me on the characteristics of verbatim legal transcripts and passed on some of his clients, and I’m glad I did. There are rare times when the details of a case are difficult to read about, but I love it. How could I not when I’ve got the odd malapropism to keep me amused – like the deponent who kept saying that people did things ‘of their own fruition’ – and I can literally work from anywhere on my iPad?

About Christina Petrides

Christina PetridesChristina Petrides is a digital nomad and spends much of her time working on the road. She switched to editing and proofreading in 2017 after a career in environmental consultancy. As well as proofreading for court reporters, she edits non-fiction texts for academics and publishers, specialising in the environmental and sustainability fields.

 

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 WilliamCho on Pixabay, empty US courtroom by David Mark on Pixabay.

Posted by Eleanor Smith, blog assistant.

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

Curriculum focus: Developmental editing

In this regular feature for The Edit, former training director Jane Moody shines a light on an area of the CIEP’s Curriculum for professional development.

Developmental editing is a tricky one to pin down in the curriculum. You could argue that anything that applies to general editing also applies to developmental editing, so all the skills are equally applicable. There are not many specific resources to support learning in this area, although there are some specific courses.

In the table I have picked out some of the competencies, skills and attitudes that you should be able to evidence under each of the criteria. I’ve listed some suggested supporting resources below the table.

Knowledge criteriaEditorial competency, professional skills and attitudes
2.2.3 Voice and tone• Understands reading level, register (degree of formality) and use of terminology appropriate to the type of publication and audience
2.3.1 Judgement of sense• Has general knowledge appropriate to the genre and subject area they are working with
• Understands judgement of sense: does content appear correct and appropriate for context? If doubtful: flag, query or change? Is change justified and appropriate?
• Understands vocabulary and idioms (corrects any easily confused words; if not the right word, can supply a suitable replacement)
• Can explain/justify changes
2.3.2 Judgement of voice• Understands and respects author’s voice but can assess whether suited to the content and the target/likely audience, appropriateness for context
• Can make changes in keeping with context
2.3.3 Clarity in writing• Understands the need to avoid ambiguity
• Understands appropriate use of language and tone
• Understands conciseness (elimination of redundancy/repetition)
• If space is limited or layout is fixed, is aware of the need to fit any change into the available space without causing a new problem
• Can reword appropriately to simplify, clarify or shorten text
• Can identify whether material is well expressed and flows logically, with the ideas and wording easy to follow
2.3.4 Author and client queries• Understands judgement required for author queries (when, what and how) and how many queries are appropriate
• Can ask relevant client queries (remit, style, problems), and to judge how many, when and how to ask
• Can formulate clear, concise, useful questions
• Understands when to alert client to problems of content
• Can raise appropriate queries and deal with redundancy, omission, errors and inconsistencies, all within the limits of schedule and budget
2.4.9 Project style sheets• Can create a project style sheet
• Is aware of what can be expected, what is usually essential, what could be included in a project style sheet
2.4.10 Managing an editorial project• Understands the possible extent and limits of an editorial project manager’s remit
• Understands scheduling and planning a project
• Can adapt to changes in schedule or resources
• Understands the need to work within a budget
• Understands the need for good communication and briefing with all parties in a project
• Can take on aspects of the editorial project manager’s role when necessary
3.1.2 Assessment of the manuscript and brief• Has ability to assess a manuscript and agree a brief
3.1.3 Structural editing• Understands the principles of structural editing: detailed analysis of the text, advising the author of any structural or major changes required
• Can identify and analyse themes and plot types; author’s voice and style; different points of view; dialogue; consistency of plot, timeline and setting, character, language

Resources to support your learning and CPD

When it comes to fiction, developmental editing is possibly served by more resources, and you can find courses and literature to support your learning.

Sophie Playle has written a CIEP guide, Developmental Editing for Fiction, which is a good place to start.

If you work in non-fiction, the equivalent CIEP guide, written by Claire Beveridge, is Developmental Editing for Non-Fiction.

Both guides give a good list of further resources at the end, so I won’t repeat them here.

Sophie Playle offers training courses in this area for fiction editors:

  • Developmental Editing: Fiction Theory
  • Developmental Editing in Practice

She has also recorded a useful webinar: Guiding Principles for Developmental Fiction Editing.

The blog post What Is Developmental Editing? The Writer’s Guide to Developmental Editing by Alice Sudlow is aimed at authors but is also a neat summary of the process for editors.

I found an interesting summary from Scott Norton, in his book published in 2009: Developmental Editing: A Handbook for Freelancers, Authors, and Publishers, published by the University of Chicago Press. He gives a concise set of 12 ‘rules’ for developmental editors, starting with ‘be realistic’. The book is available from all the usual sources.

Of course, the CIEP online courses will help you too. You might try:

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

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: Sticky notes and coloured pens by Frans van Heerden on Pexels.

Posted by Sue McLoughlin, blog assistant.

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

Definite articles: Developmental editing

Welcome to ‘Definite articles’, our pick of recent editing-related internet content, most of which are definitely articles. This time, our theme is developmental editing.

The CIEP has recently released two guides about developmental editing: one covering fiction, the other, non-fiction. Let’s look at each type in turn.

Fiction

Sophie Playle, the author of our guide on developmental editing for fiction, recently released three connected CIEP blogs that answered key questions about the subject. The first covered giving feedback, the second was about definition and boundaries, and the third looked at process.

After these three Q&A-style blogs, how about a Q&A between three developmental editors? Sangeeta Mehta, Susan Chang and Julie Scheina’s Zoom discussion about the practicalities of the role is transcribed on Jane Friedman’s website and is well worth a read.

Over on the ACES website, Tanya Gold offers a survey of the conversations an editor needs to have with an author before tackling a developmental edit.

Finally, Susan DeFreitas sets out three critical questions an author needs to ask before drafting or revising a novel. These questions offer some valuable pointers for developmental editing, too.

Non-fiction

In her CIEP guide on developmental editing for non-fiction, Claire Beveridge recommends a detailed guide to the subject by Gary Smailes. For Editors Canada, Paul Buckingham has written a useful shorter overview of the process.

If you’re looking for a particular specialism, ACES has covered medical developmental editing; The Editing Podcast has talked to a developmental editor of academic writing; and Geoff Hart has written for An American Editor about creating effective outlines, an article that’s particularly relevant to technical text.

Book recommendations

If you’d like a longer read than a web page can offer but are unsure where to start, book reviews are a good way in. For fiction developmental editing, Tanya Gold can recommend a stack of useful books. In non-fiction, the classic work is Scott Norton’s Developmental Editing, and on the ACES website you can review what the book covers before deciding whether it’s worth investing in.

And to see developmental editing within the larger process of creating a book, as well as hearing directly from editors, What Editors Do, edited by Peter Ginna, is a great read. You can read a review of it on the Editors Canada website.

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: papers and sticky notes by cottonbro studio on Pexels; bookshelves by Huỳnh Đạt on Pexels.

Posted by Sue McLoughlin, blog assistant.

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

Developmental fiction editing Q&A part 3: Process

To celebrate the launch of our new guide, Developmental Editing for Fiction, we are publishing a series of three blog posts in which Sophie Playle – author of the guide – answers CIEP members’ burning questions about this service.

To learn more, download the guide and consider taking one of Sophie’s online courses about developmental fiction editing.

I’m interested in how you communicate the developmental edit. Is it primarily through an editorial letter? A combination of a letter and comments in the margins of the manuscript? Do you meet with the author on Zoom, talk on the phone? How often?

Absolutely no to Zoom! My poor little introverted soul couldn’t take that kind of spotlight – though video or phone sessions definitely work for some editors.

The way I deliver my feedback will depend on the scope of the service I’ve defined and the needs of the manuscript. For example, for some general feedback, I’ll write an editorial report that doesn’t go beyond a certain number of pages; there will be no notes in the manuscript.

But for a full developmental edit, I’ll provide a longer editorial report, and I’ll leave notes in the manuscript. How extensive these are will depend on what’s needed. I might make some direct changes to the text, I might not. I might extensively highlight the manuscript, I might not.

Do you use book maps or other visual aids?

I might, I might not! (See above.)

Book maps take time to create. If I think the plot is going to need some extensive work, I’ll suggest that I make a book map as part of my developmental edit. Sometimes, I’ll get the author to make one for me (this saves me time and saves the author money) and I’ll use that to help form my analysis.

I’ve made a basic narrative-arc graph that I often insert into my editorial reports when explaining the three-act structure. Sometimes I’ll use tables or graphs if they help me present information more clearly. It’s something I want to make more use of, actually, so I’m always on the look-out for ideas in this area!

I love to know about workflows and the practical side. How do you do the processing of reading, analysing, assessing and suggesting? Do you use a step-by-step process? How much back-and-forth is there with the author?

There’s no one right way to conduct a developmental edit, but this is my general approach:

  1. Read the manuscript straight through, quickly, without taking notes.
  2. Let thoughts percolate for a day or two.
  3. Jot down my main impressions for what needs to be addressed.
  4. Plug these notes into my editorial report template.
  5. The next step will depend on the scope of the specific service.
    • For a critique, I’ll flesh out those notes, scanning the manuscript to refresh my memory, if needed.
    • For a full developmental edit, I’ll work through the manuscript page-by-page, making the notes in the manuscript and my editorial report inform one another.

I’ll only get in touch with the author during the edit if I need them to clarify something relevant to the feedback I’m crafting. I won’t send them the manuscript to work on while I’m also working on it.

Developmental fiction editing

How many times do you read each manuscript, and what sort of notes do you make for yourself on each pass?

Usually once for a critique, twice for a full developmental edit (leaving notes and making edits during the second read-through).

I try not to make any notes on the first read-through as I want to experience the story more like a reader on this pass. I might highlight text I think could be useful to my analysis, and I might leave a few scant notes if I notice emerging recurring problems, but I won’t go into any detail or think about ways to fix the issues yet.

After you return your feedback to the client, is that the end of the process or do you then review any changes they make in light of your comments?

I let authors know that they can ask me for any clarifications if there’s something in my feedback they don’t understand. I ask them to batch their questions and let them know that I won’t spend more than another hour addressing them.

I don’t go back over the manuscript to check the revisions unless we’ve already agreed that this will be part of the service. This takes time, and needs to be considered in the fee and my schedule.

How do you balance how much you suggest and how much responsibility the author needs to take for fixing their own book under your guidance?

I won’t make substantial changes to an author’s book – that’s completely their responsibility, since it’s their book. I can only provide guidance and suggestions. How general or specific that is will depend on the scope of the service we’ve agreed upon.

How do you edit books in which authors have written to a formula, such as the frameworks in books like Save the Cat! Writes A Novel or Story Grid, especially if you’re not familiar with such frameworks or if the author is highly resistant to deviating from them?

If an author wants to use a framework you’re not familiar with, either don’t work on that book or take the time to learn about the framework.

If the author wants to use a framework, that’s up to them. You might be able to make the case for them to deviate from it, but if they decide they don’t agree with your justifications, that’s their right.

Authors often use frameworks as learning tools. They might not be ready to delve into more original or experimental story structures, and doing so might not help them achieve their writing or publishing goals so isn’t always necessary anyway.

As well as that, frameworks don’t produce cookie-cutter stories (if used well). Understanding archetypal story structure is hugely useful – for both authors and editors. Originality is found in the details, and the combination of new ideas – all of which can be hung beautifully upon frameworks.

About Sophie Playle

Sophie Playle is a professional fiction editor who also teaches online courses to other editors. Speculative and literary fiction are her favourite genres to edit, and she loves working with authors who are passionate about high-quality storytelling. Sophie is an Advanced Professional Member of the CIEP, and has an MA in Creative Writing from Royal Holloway, University of London.

 

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 credit: header image by EliFrancis on Pixabay, open books by Gülfer Ergin on Unsplash.

Posted by Belinda Hodder, Blog Assistant.

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

Developmental fiction editing Q&A part 2: Definition and boundaries

To celebrate the launch of our new guide, Developmental Editing for Fiction, we are publishing a series of three blog posts in which Sophie Playle – author of the guide – answers CIEP members’ burning questions about this service.

To learn more, download the guide and consider taking one of Sophie’s online courses about developmental fiction editing.

What is reasonable for the client to expect of us in terms of interventions in the actual text in a developmental edit?

Whatever you’ve defined as part of your service.

And I don’t mean something like ‘I’ll leave at least five comments on every page’ because that’s arbitrary. It’s not about making the edit look a certain way, but making sure you’re delivering the outcomes you’ve promised – and that might mean your edits look quite different from one manuscript to another.

How do you explain the difference between developmental editing and other types of editing to a client? I’ve found sometimes the client hasn’t been wholly clear about what they expect from me.

Publishers will have a brief in mind, and if you’re not clear on what they want from you, ask for clarification.

If you’re working directly with authors, though, they will look to you for guidance on what your service entails. They might have a rough idea about the kind of feedback they’re looking for, but you should lay out the details of your service for them so that you’re both on the same page.

Do you usually work with a finished draft, however rough it may be, or do you work with the author during the writing process? The latter is often referred to as ‘book coaching’, but it seems to overlap with developmental editing. Maybe that’s why so many authors – and editors – are confused by the scope of developmental editing.

I always work on complete drafts because to help an author shape their novel, I need to understand the story in its entirety. I’m definitely one of those people who consider those who help authors finish their drafts as book coaches.

But you’re absolutely right that there are no hard-and-fast service definitions, and this can create confusion. But only if you don’t define your service. As long as you’ve got a clearly defined service, it doesn’t really matter if someone calls a similar service by a different name.

At the end of the day, the aims are similar.

Laptop and typewriter sitting on a desk

I’d love to have some ideas on how to cost a developmental edit – and how to explain to the author how that price (range) has been arrived at.

I actually don’t think the author needs to know how you’ve arrived at your price. I don’t ask my mechanic or my plumber why they charge a certain fee; I don’t ask an artist how they decided how much to sell their watercolour for.

If I feel I’m getting a fair exchange of value, that’s all that matters – and that’s all that matters to your clients, too.

There are so many ways to conduct a developmental edit that it’s not very helpful to try to compare your fees to others in the field – because everyone will be doing things differently. Working out your fees for developmental editing is the same as working out your fees for any kind of service. There are lots of methods out there, and lots of things to consider.

Generally, it comes down to this:

  • What do you need to earn?
  • How long will the work take?
  • What are your clients willing to pay?

Playing around with these somewhat nebulous concepts will help you arrive at a cost – but pricing really is an art, not a formula, and it may take you a bit of trial and error before you feel confident you’ve got it right.

How do you make sure your page comments are suitable for a developmental edit and don’t stray into line editing?

Some editors will do a lot of line editing as part of a developmental edit, and that’s up to them – but I don’t work that way. If I want to delve into addressing issues at a line level, I’ll suggest that as an additional round of editing after the bigger-picture (developmental) side of things has been addressed.

This means all my page comments will be related to a big-picture issue. If I have a clear idea of what those big-picture issues are before I start working through the manuscript page-by-page, I can make sure my comments are suitable and targeted.

About Sophie Playle

Sophie Playle is a professional fiction editor who also teaches online courses to other editors. Speculative and literary fiction are her favourite genres to edit, and she loves working with authors who are passionate about high-quality storytelling.

Sophie is an Advanced Professional Member of the CIEP, and has an MA in Creative Writing from Royal Holloway, University of London.

 

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 credit: header image by EliFrancis on Pixabay, laptop and typewriter by Glenn Carstens-Peters on Unsplash.

Posted by Harriet Power, CIEP information commissioning editor.

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

Developmental fiction editing Q&A part 1: Giving feedback

To celebrate the launch of our new guide, Developmental Editing for Fiction, we are publishing a series of three blog posts in which Sophie Playle – author of the guide – answers CIEP members’ burning questions about this service.

To learn more, download the guide and consider taking one of Sophie’s online courses about developmental fiction editing.

What’s the most common developmental editing problem you see in fiction?

New writers often underestimate how much they don’t know.

Completing a full draft of a book is an immense achievement in and of itself, and authors will usually find their writing technique has improved by the time they get to the end of their first draft. But just as writing technique takes practice, so does the art of hanging plots together.

So the most common developmental issue I see in fiction is a weak or unclear premise (because the author will have usually started writing with a vague idea that they developed as they wrote) with a plot that doesn’t hit enough significantly dramatic, interesting or relevant events (because a good structure is built from a good premise).

Often the solution is to teach the author how to refine their premise and make better use of the archetypal plot points that lend themselves to a classic three-act structure.

Other common issues include narration that focuses too much on summary and exposition (instead of building dramatic scenes) and unfocused point of view, causing distance or confusion between readers and characters.

Have you ever come across a developmental problem so huge that it could not be resolved? If you have, how did you handle this with the author?

No, because what does it even really mean to resolve all the issues in a book?

There’s no such thing as a perfect book. In my eyes, my role is to help the author improve what they have, and I can always make suggestions on how they might do this.

Fiction authors tend to be emotionally involved in their writing. How do you deal with authors being upset and/or resistant to your suggested amendments? Or are they generally happy to receive constructive feedback?

You’d think that when someone asks for professional feedback and is willing to pay for it, they would be open to receiving said feedback … But that’s not always the case!

I’ve worked with authors who have replied to my feedback quite curtly, affronted. Over the years, I’ve developed a better instinct for the kind of authors who are secretly looking for validation and the kind of authors who are genuinely looking for constructive guidance, and made sure I’m working with the latter.

I work really, really hard on writing my feedback with sensitivity and tact, and I tell the author what they’re doing well, too. If they resist my feedback, there’s nothing I can do about that – and it’s their prerogative.

It’s possible the author needs to work on their own emotions around receiving feedback, but it’s also possible that I’ve not quite understood what they’re trying to do or that some of my suggestions aren’t right for the book, so I try to maintain some humility and distance from how an author receives my work.

There have been times when I’ve felt like an interloper in the private, intense author–text relationship. How does an editor create the space for themselves to work, and for the author to coolly re-evaluate the text?

Similar to my answer above: the author is responsible for their own mindset, but there are things we can do as developmental editors to help them feel good about the feedback we’re giving – by communicating with humility and tact.

What do you do when it feels as though everything needs fixing?

I put the manuscript aside for a day or two and let the small issues sink to the bottom of my mind like sediment so I can see the bigger issues more clearly. Then I focus on addressing those.

If I feel it’s appropriate, I’ll suggest multiple rounds of feedback – so the author will go away and address the first round of suggestions, then I’ll reassess the new draft and give them different, more nuanced things to focus on for the next draft.

I try to suggest this approach upfront, before I even start working on the manuscript, so that I’m not suddenly asking the author to shell out for more editing that they didn’t expect or budget for. To be able to suggest this approach to the author, I need to spend a little time looking at the manuscript and getting to know the author’s creative goals beforehand.

You (and the author) have to take into account the law of diminishing returns, though. Authors don’t have infinite budgets or time, so sometimes it’s about doing the best you can with the resources available, and accepting that.

Even if you and the author can’t get the manuscript to the point you’d like, it can be a valuable learning experience for the author and they can take what they’ve learned to their next book.

About Sophie Playle

Sophie Playle is a professional fiction editor who also teaches online courses to other editors. Speculative and literary fiction are her favourite genres to edit, and she loves working with authors who are passionate about high-quality storytelling.

Sophie is an Advanced Professional Member of the CIEP, and has an MA in Creative Writing from Royal Holloway, University of London.

 

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 credit: header image by EliFrancis on Pixabay, bookstore by Maria Orlova on Pexels.

Posted by Harriet Power, CIEP information commissioning editor.

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

Ten bookish books of 2022

2022 was a good year for books about, well, books: their history, what constitutes them – from their different sections to their individual paragraphs, sentences and words – and the places they can live. In this article we look at ten books, published or reissued this year, that people who are interested in books – professionally or for fun – will love. Some of them have already featured in the CIEP book reviews slot in The Edit, our newsletter for members, and on our website, and some are in the pipeline for review. We’ve listed them in order of release.

1. Comma Sense: Your guide to grammar victory by Ellen Feld (Mango, 18 February 2022), 288 pages, £16.95 (paperback)

‘Food and grammar have a lot in common!’ according to this book’s author. Based on US grammar, Comma Sense contains useful advice, brief but clear lessons, and fun quizzes – some cooking-based – for all writers and editors. Our reviewer said: ‘This encouraging book would refresh the grammar skills of a variety of time-strapped word wranglers, from creative writers, to businesspeople, to editors.’

Read the CIEP review. Buy this book.

2. How Words Get Good: The story of making a book by Rebecca Lee (Profile, 17 March 2022), 384 pages, £14.99 (hardcover)

This book, in fact, is about the making of many books. The author is an editorial manager at Penguin Random House, so has overseen all the stages of book production, working with the people who are essential in each of them, from authors to indexers. There are plenty of entertaining behind-the-scenes stories, and you’ll come away wiser about exactly what goes into the creation of a book. Those who work in the industry are likely to feel acknowledged, their part in the process no longer a mystery.

Buy this book.

3. Portable Magic: A history of books and their readers by Emma Smith (Allen Lane, 28 April 2022), 352 pages, £20.00 (hardcover)

Emma Smith’s work, ‘a thing to cherish’, according to The Guardian, examines books as objects: scrolls, mass-marketed paperbacks, hiding places, decoration and even fuel for the fire. Smith tells the stories of the different types of books that have emerged at different points in history. People who cultivate giant piles of ‘to be read’ books rather than instantly transporting their chosen text to an e-reader will appreciate this appreciation of the physical, sniffable, page-turning hard copy.

Buy this book.

4. Rebel with a Clause: Tales and tips from a roving grammarian by Ellen Jovin (Chambers, 11 August 2022), 400 pages, £16.99 (hardcover)

To those who have followed her on Twitter, it feels like Ellen Jovin has been running her Grammar Table, where anyone can come and ask a question about language usage, for ever. In fact, it’s only four years. It’s been a packed schedule since that first appearance outside her Manhattan apartment, as Jovin has taken her table across the USA. This book tells some of the stories of the questions brought to the Grammar Table, and examines the grammar behind the answers. There are diagrams and ‘quizlets’ to support Jovin’s explanations. A must for any grammar lover.

Buy this book.

5. Blurb Your Enthusiasm: An A–Z of literary persuasion by Louise Willder (Oneworld, 1 September 2022), 352 pages, £14.99 (hardcover)

The author of this book has written 5,000 blurbs, so she knows what she’s talking about. In Blurb Your Enthusiasm she gives ‘the dazzling, staggering, astonishing, unputdownable story of the book blurb’, and asks why publishers always describe books using those sorts of terms. Quirky, fun and illuminating, this is a treat for anyone who is interested in books or the art of copywriting.

Read the CIEP review. Buy this book.

6. A History of Cookbooks: From kitchen to page over seven centuries by Henry Notaker (University of California Press, 6 September 2022), 400 pages, £22.36 (paperback)

This broad and detailed history of the Western cookbook was first published in 2017 but has now been released in paperback. This is a fascinating read for all lovers of cooking and books, covering the evolution of recipe formats from bare notes to the detailed structure we see today as well as what we might call the ingredients of the books themselves – their writing, designing and printing.

Buy this book.

7. The Library: A fragile history by Arthur der Weduwen and Andrew Pettegree (Profile, 29 September 2022), 528 pages, £10.99 (paperback)

This history of libraries is entwined with the history of publishing and the development of society, so this book gives insights into all three. It has taken some centuries for libraries to hit their stride, in terms of access and stock, and reading about this might prompt a fresh appreciation of your local library branch. According to its CIEP reviewer, ‘this book is both informative and easy to read, and goes to all sorts of unexpected places. Come to think of it, that is much like a decent library, isn’t it?’

Read the CIEP review. Buy this book.

8. Reading the World: How I read a book from every country by Ann Morgan (Vintage, 29 September 2022), 416 pages, £9.99 (paperback)

Inspired by all the countries arriving at the London 2012 Olympics, Ann Morgan decided she would read a book from every independent nation. That’s 196 plus one – you’ll have to read the book to discover the story behind the extra one. Morgan’s literary journey is full of unexpected difficulties and wonderful finds, and this book is bound to inspire you to broaden your own reading horizons. Reading the World was originally published in 2015, with the paperback version released in 2022, so there are now years’ worth of stories about the project itself. You can find these on Ann Morgan’s website.

Buy this book.

9. Index, A History of the: A bookish adventure by Dennis Duncan (Penguin, 2 October 2022), 352 pages, £10.99 (paperback)

This is a ‘mesmerising’, ‘fascinating’ and ‘often humorous’ book, according to the delighted CIEP reviewer of Index, A History of the, who says: ‘This book should be on the reading list of every one of the (few) library schools that are left, and in the break room of every publishing house too. In fact, it should be in the home or office of anyone who has ever used an index.’ And the treasures don’t end with the body text. The index for the book – ‘excellent … beautiful as it is useful’ – was created by CIEP Advanced Professional Member Paula Clarke Bain, who in 2020 wrote a CIEP blog article on her typical week.

Read the CIEP review. Buy this book.

10. Why Is This a Question? Everything about the origins and oddities of language you never thought to ask by Paul Anthony Jones (Elliot & Thompson, 13 October 2022), 320 pages, £14.99 (hardcover)

Finally, dive into the nuts and bolts of letters, words and writing systems, grammar and language, and how we communicate and understand each other’s communication, with this entertaining book. Guaranteed to ask questions you’d never thought to articulate, Why Is This a Question? provides gems on every page. Quick, fun facts throughout for friends and family, or for enthralling your own word-loving brain.

Buy this book.


By the CIEP information team. Compiled with the help of Nik Prowse, CIEP book reviews coordinator. Read all our book reviews at: ciep.uk/resources/book-reviews/. With special thanks to our amazing web team, who post reviews with swiftness, good humour and unfailing attention to detail.

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 Taylor on Unsplash.

Posted by Harriet Powers, CIEP information commissioning editor.

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

A week in the life of a broad-spectrum editor and trainer

Gale Winskill is an editor with a varied workload: she edits fiction and non-fiction for publishers and indie authors, as well as providing training and tutoring for authors and editors. In this post she explains why she embraces this variety, and describes a (more or less) typical working week.

Keeping outside the box

I’ve been a freelance editor twice in my career: first, in Hong Kong back in the 1990s, when I wrote and edited school and university textbooks; and second, since 2008 in the UK, when my interests rather diversified.

In between, I worked in-house for ten years, primarily as a children’s editor, but also editing general adult non-fiction. Now, although my specialism is undoubtedly fiction (adult, YA and children’s) – which is what some of you possibly know me for – you might be surprised to know that I still dabble regularly in non-fiction and also do various bits of training.

I understand why some editors might find working exclusively on non-fiction to be more reassuring than the vagaries of fiction. Conversely, others prefer the flexibility of fiction to the rigours of reference systems or weighty topics. But for me, an assortment of fiction and non-fiction titles is infinitely preferable. I function better with a variety of things to work on, to ensure I don’t become complacent or bored.

Moreover, although known as a fiction editor, my refusal to be put in a subject-specific box also means that skills I learned in-house some time ago are still relevant today. I can apply my knowledge of references, bibliographies, permissions, captioning, illustrations, and so on, to non-fiction titles, or to certain types of memoir. And although my main area of work these days is general adult fiction, I still love working on children’s or YA novels, as well as picture books, which rely heavily on my previous experience as a children’s editor.

Then there’s the training. Alongside tutoring on the CIEP’s Introduction to Fiction Editing (IFE) course and writing/presenting the occasional course for other clients, twice a year I teach on the HarperCollins Author Academy. This course is specifically for authors from under-represented backgrounds, with the aim of helping them to negotiate the publishing industry.

Consequently, there is no such thing as a ‘normal’ week for me, as it really depends on my workload, client list or the time of year. That said, some things are set in stone. When the weather allows, I play tennis four mornings a week before work, in order to get some exercise and fresh air and vent any frustrations on a tennis ball rather than someone’s text. Then I’m at my desk and ready to go.

An atypical, typical editing week

So, let me introduce you to a fairly recent, but not-untypical week. It started with the copyedit of a substantial historical novel, written by an author whose previous work had just won a prestigious national writing award. But I didn’t know this when I accepted the work and confess to never having heard of the author before then! It was the first time I had worked for the publisher in question and the brief was short and to the point: copyedit the text; check the historical details and language idiosyncrasies; liaise directly with the author; send it back when it’s clean.

In my experience, it’s unusual to have direct contact with an author, particularly when the publisher has never worked with me before and the author is undeniably successful. So, to be handed the author’s personal email and told to return the text when the novel was clean was decidedly daunting.

At this point in the commission, at the start of the week, the main editing had been done, and the author and I were debating my queries and comments. These included the use (or not) of certain expressions at a specific moment in time, aided helpfully by the Historical Thesaurus, as well as the use of the ampersand (or not) in some historically extant company names – thank you, Mr Google!

The edited text went back and forth from Monday to Wednesday. The author capitulated on some queries; held their ground on others. Emails were exchanged at strange hours of the day and night, full of hilarious, sweary exchanges about everything and nothing, some of it even related to the work at hand. And then the novel was returned to the commissioning editor. Job done.

Laptop, coffee, notebook

During the same days, when waiting for responses to outstanding queries and comments on the above, I started work on a non-fiction book for a different publishing house. The original editor was on maternity leave, so my brief spanned both project management and editing. I was to wrest the work into a solid publishing proposition and guide the inexperienced authors along the way.

The text had been written in several disconnected incarnations that had eventually been cobbled together to form a vaguely complete text. But it still lacked an introduction and a conclusion to explain the authors’ aims and deductions. To complicate things further, a few of the original draft chapters had been looked at by another editor, so the text was littered with their comments, which also needed to be taken into account.

Before editing started, various behind-the-scenes discussions had taken place between me and the publisher to clarify what the imprint expected and wanted, the authors’ limited understanding of the publishing process and how it worked, and the specific issues that needed to be addressed in the text itself. These included:

  • Language and context considerations incurred by one of the authors being British and the other American.
  • Sensitivity issues related to the subject matter.
  • Cited text (of which there was a lot) requiring permissions not only from people who had contributed to the authors’ own podcast, but also from various publishers. The authors hadn’t yet addressed this and cited text comprised a considerable chunk of the narrative.
  • The lack of a recognisable referencing system for the incomplete, or non-existent, text citations.
  • And more worryingly, there was no visible, coherent narrative structure to present the book’s concerns to readers in a clear and accessible manner.

I have worked for this publisher for many years and generally, the texts they send me are in reasonable shape. But not this time!

The editing was very slow, as the authors’ meaning was often obfuscated and needed to be teased out. Over the next few days, a series of emails to my in-house contact, based on unexpected findings within the text, then led to a major rethink and completely different approach to the edit. My self-imposed deadline to return the text to the authors looked increasingly unachievable.

On Tuesday evening I escaped briefly to the monthly meeting of the Edinburgh Writers’ Forum (EWF), where I met up with another CIEP editor to enjoy an entertaining talk by Canongate’s Francis Bickmore about his publishing experiences. The EWF are a friendly lot, who kindly tolerate interloping editors, and abandoning work for a few hours of social interaction allowed my brain to power down and recharge.

Work continued throughout the rest of the week on the non-fiction text, interrupted only to field a few enquiries from private individuals, rather than publishing houses. On receiving sample texts, I duly drafted four quotes, two of which were accepted. One of my IFE tutees got in touch to ask for an extension, which I granted after consulting with the CIEP office.

Tutoring

And then it was Thursday and my final tutoring obligation for the fourth cohort of the HarperCollins Author Academy. The course is all online and covers fiction, non-fiction and children’s writing. I teach the fiction stream.

Weeks 1–4 encompass webinars on writing craft, which I present from an editorial perspective, based on the common issues I am always addressing in clients’ novels. There is also a session on the publishing industry in general. I love the class interaction with my students, but my favourite part is definitely the author panels in Weeks 5 and 6. Here, I get to meet and chat informally to some of the UK’s most successful fiction authors, as well as some newer, up-and-coming authors, who encapsulate a wide range of fiction genres. I facilitate a question-and-answer session in which no topic is off-limits, and let the students choose the direction of the conversation. Today – Week 6 – included one panel with two thriller writers and another with two fantasy authors, so there were lots of different considerations up for discussion.

I am always reassured that, despite some of these authors having sold 20–30 million copies of their books in multiple languages, they still have the same writing concerns and insecurities as the students. Without exception, they are all very generous with their time and advice to those starting out. It also helps that, without prompting on my part, they often reiterate the things I have spent the previous four weeks telling the students, which definitely bolsters my credibility!

As some of the Academy’s previous students have since gone on to win various literary prizes or to obtain publishing deals, my affiliation with the course is one of the most rewarding things I do professionally.

The end is nigh

And so to Friday. The non-fiction book is progressing, but the chances of getting it done before I take a week off look slim, especially as my weekend is full of family commitments. The publisher knows this and we will see where we are next Tuesday before I head to the airport on Wednesday.

The above might seem like a fairly frantic week. Admittedly, depending on my deadlines, I don’t always work on more than one text at a time, and my teaching commitments are spaced out across the year. But at the same time, it still isn’t that unusual to find me swapping between fiction and non-fiction projects, finishing one while starting another, and teaching in between.

Some might find my seeming ‘lack of focus’ perplexing and the above week exhausting, but the variety keeps my mind sharp as I switch between the requirements of different genres. It’s not for everyone, but the mixture of work also enables me to retain skills learned long ago, which might otherwise fall by the wayside if I focused purely on fiction.

Finally, such a broad-spectrum workload means that I don’t get fed up or bored with what I do, so overall, work is a pleasure, not a chore. And, for the most part, I can hit that early morning tennis ball without imagining it’s one of my authors or their text.

Update

Incredibly, after a major epiphany, a resultant increase in editing speed and a couple of very late nights, the non-fiction book was delivered on time before I went on holiday. It is currently with the authors, but will return to me sometime in the next few weeks. The next round of non-fiction editing will then continue into the start of the New Year … when I will also work on a fiction critique, teach again, attend a publishing event in London and copyedit another novel for a major publisher.

About Gale Winskill

Gale Winskill has been an editor since 1993, and has a wide range of experience across fiction and non-fiction. She is a judge for the Page Turner Award, and counts various prize-winning authors among her clients. She also provides training to both authors and editors on various elements of fiction writing and editing, and tutors for the CIEP and the HarperCollins Author Academy. Her clients hail from all over the world and encompass traditional publishing houses, private individuals and publishing training organisations. Whatever its genre, Gale enjoys spotting a manuscript’s potential and considers helping an author to develop and find their voice one of the best parts of her job. She is an Advanced Professional member of the CIEP.

 

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: Tennis balls by cottonbro studio, laptop and coffee by Content Pixie, both from Pixabay.

Posted by Harriet Power, CIEP information commissioning editor.

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

Top tips for non-Word working

Editors may be most familiar with Microsoft Word and Adobe Acrobat but clients are increasingly publishing content on other platforms, such as Google Docs and content management systems (CMS). Hannah Sapunor-Davis demystifies some of these newer ways of working.

First, a bit of context: I don’t work on books, and I don’t work with typical publishers. I primarily work with designers, non-profits, business owners and digital publishing agencies. I find myself more often in Adobe, Google Docs, various content management systems (CMS) and product information management (PIM) systems than in Word.

So I wanted to share some insight into how working on non-Word platforms might change up your regular editing routines. I won’t go into detail about how the functionality and tools differ. There are lots of tutorials online for that, and it really depends on what platform you’re using, what updates have happened, and, maybe most importantly, how your client uses the platform.

But most of all, I’m here to tell you that stepping outside of the Word bubble is nothing to fear.

Real-time collaboration

Real-time collaboration is great when you need to put two heads together on a project. This can be especially helpful when you need to test functionality with a client, or when you are giving feedback in a live call. For some non-publishers, documenting changes and versions is not as important as the finished product. I found the real-time feature helpful when walking a client through edits to a webpage. We were able to come up with some new text and make changes together.

On the flip side, it can get messy quickly. A clear communication system is necessary to mitigate confusion about who should be doing what and when. In a CMS, this might be in the form of changing a status field from ‘Editing in progress’ to ‘Editing complete’, for example. For other platforms, like Google Docs, this might be communicated through an email or Slack message to the client to signal I have finished my review.

Working in the cloud

The obvious upside of working in the cloud is that you can work from most locations and most devices, as long as you have a stable WiFi connection. In the past, this has meant that I did not have to schlep my computer along with me on a trip because I knew I had access to a computer and WiFi at my destination. Even better, working in the cloud means I avoid having to store a lot of big files locally on my computer.

The other side of that coin is that if WiFi is not working properly, it can cause a major problem in your schedule. Likewise, I’ve had several instances where the platform I was supposed to work on suddenly had unscheduled maintenance. The client has always been understanding when system disruptions like this happen, but that doesn’t necessarily help when it causes a domino effect on the timelines of other clients’ projects. And I have also had it written into project agreements that I cannot work on the material on unsecured networks, which is something to be mindful of (and also good practice in general).

Different checklists

Most editors are used to creating checklists and using them in various projects. But checklists for non-Word platforms may go beyond the stylistic choices we typically navigate. For example, when editing a CMS:

  • In which order should you check all the parts when it’s not in a typical top-down, left-right order layout?
  • Are there any functionalities that need to be tested, such as clicking to open fields or sliding a navigation bar to the side?
  • Do you need to add any steps, such as clicking ‘Save’ periodically if the platform doesn’t save automatically?

Having this order of operations clarified helps develop a rhythm for catching all the parts in design-heavy material. For example, for one retail client, I have to check marketing copy against internal product information and photos. There are a lot of different fields to review, and I have developed my own visual pathway to reviewing all the crucial spots. The order looks like this, starting with 1:


Communication with clients

Here are a few extra questions that I recommend asking your client before getting started on a project:

  • Do I have all the permissions to view and edit what I need for the job? Sending screenshots or looking at your screen together with the client might help. You might not realise that a field is hidden from your view.
  • Is it possible to test the functionality of the platform without making changes to the system? This could be in the form of a draft, test user account or what is sometimes called a ‘sandbox environment’.
  • How will I know when I should start editing, and how will I let others know that I am done with my review? Deciding on one means of communication is key here.
  • What exactly needs to be reviewed? There may be parts that don’t need to be reviewed, such as certain text fields or formatting.
  • How should you save your work? The platform might save automatically or you might need to save it manually when finished.
  • Do you need to document your changes? The client might not care about seeing your changes. Or maybe you need to export the copy when you’ve finished editing to have a record of your ‘version’.
  • How should you send feedback? There might be a field where you can add comments and queries, or maybe you send them separately in a message.

Ready to branch out?

I didn’t follow any formal training for specific platforms. The training that I took at the CIEP and PTC covered most of what I needed to know for working with common non-Word platforms, such as Adobe and WordPress. For the rest, I learned by doing. (That’s my preferred way to learn anyway.) Each time I began using a new-to-me platform, clients understood that there was a learning curve and that certain editing functions that editors are used to, such as making global changes, might not be possible.

It doesn’t hurt to get familiar with basic HTML (HyperText Markup Language) coding. This has come in handy when I’ve noticed funky formatting, such as a word in bold that shouldn’t be or a missing paragraph break. In such cases, I can go to the HTML view and change that. And that’s one less query for the client to deal with. Of course, you should only do that if you have the permission to do so. Some clients might not want you to touch the formatting in any case. The good news is that basic HTML formatting looks very similar to the editing markup that most people learn in editing courses.

But in my experience, the skills needed for this type of work have less to do with technical know-how and more to do with a few specific soft skills. Beyond your foundational editing training and experience, you will do well if you:

  • adapt to different systems easily
  • learn relatively quickly
  • communicate precisely.

Having worked in a variety of programs and platforms has enabled me to feel confident about approaching businesses, especially those unrelated to the publishing industry. After all, the saying goes: Everyone needs an editor. And I would like to add to that: But not everyone uses Word.

About Hannah Sapunor-Davis

Hannah is a freelance editor in Germany, originally from Northern California. She has degrees in History/Art History and Arts Management and now loves helping individuals and small businesses write clear communication for their passionate audiences. In her free time, she likes to sew, swim, listen to podcasts or tramp through the nearby forest with her dog, Frida.

 

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: computer clocks by Gerd Altmann from Pixabay; bubbles by Willgard Krause from Pixabay.

Posted by Julia Sandford-Cooke, CIEP information commissioning editor.

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