Category Archives: Specialisms

Tips for proofreading children’s books

In many ways, proofreading books for children isn’t that different from proofreading any other material … but there are a few extra things to look out for, especially in highly illustrated titles. In this refreshed post, originally from 2016, Liz Dalby provides some pointers.

Mind the flaps!

Many children’s books, especially non-fiction titles, feature interactive elements such as flaps, pop-ups, stickers and activities. If you’re proofreading on screen, you’ll see the pages in two-dimensional form, but be aware that you might need to consider how different elements of the book would work together in real life. (Would the outline provided fold up into a model of a robot? Are there really 1,000 stickers, as claimed on the cover?) You won’t necessarily need to print things out to get the job done, but you might need to sense-check activities, cross-reference different parts of the product, or count particular elements (all 1,000 of them). Make sure you factor this in to the time you allow to proofread the book, even if the word count is tiny, and consider using a second screen if you don’t already, to speed up the work and increase your accuracy.

When is a book not a book?

When it’s an ebook or an app – both popular formats for children’s books, and with a different set of considerations from physical books. You might be asked to check how a highly illustrated layout transfers to ebook format, for example, possibly with reflowable text. Are all the elements still there, in a sensible order?

With ebooks and apps, you’ll need to find the most sensible way of returning comments, which might not take the form of a more traditional mark-up, but could instead be a list of corrections. With apps you’ll need to make sure you’ve checked and clearly recorded corrections to all the places where text appears – which might not be easy to deal with in a linear way.

Less can be more … when it comes to mistakes

In some ways, children’s books seem too easy. In books for younger readers in particular, you might have as few as twenty words. (Your per-thousand word rate is likely to be reassuringly astronomical!) However, the lack of text can be almost intimidating. Any remaining mistakes have nowhere to hide, and will come back to haunt you for all eternity … or until the books are pulped. Make triply certain that the title on the spine matches the title on the cover and on the title page, for example. Surprisingly often, it doesn’t.

Reading order

In boring old adult books, usually you start reading at the top left of a page, and keep plugging away until you get to the bottom right, and then start the process all over again. This isn’t necessarily so in children’s books, where layouts can be considerably more dynamic, with smaller blocks of text arranged across the page or spread, integrated with the pictures, and interspersed with smaller text elements such as boxes, captions and annotations. Pay attention to the reading order of the different elements – it needs to be logical. Sometimes, captions will be the only part that is read, so these need to stand alone. They should work hard, add value to the picture they refer to, and not simply repeat part of the main body text. It seems obvious, but it’s easily overlooked: annotations need to refer to the part of a picture they are pointing to.

Consider the reader

Whatever we edit or proofread, we need to consider the intended reader. But with children as the audience, there are extra considerations. Is the text legible? Are the fonts used appropriate? Although by the time you are proofreading, basic decisions such as font choice will have been made long ago in the process, you might still find instances where things need to be tweaked to help a young readership. Also look out for words, especially technical terms or jargon, that don’t fit the reading age or need to be explained where they appear.

Diversity and inclusion

Children’s publishers often have guidelines for authors and editors on inclusion and diversity. Although these aspects should be considered from the outset of a project – or rather, as this article argues, a book should ‘be diverse without diversity being its selling point’ – it’s still an important aspect of children’s publishing for proofreaders and copy-editors to be aware of.

Don’t neglect the pictures

You might think of yourself as a word person, but in many children’s books, much of the sense comes from the pictures, so you must pay as much attention to them as to the text. If the text describes something shown in a picture, such as a colour, does the picture reflect that? If the pictures show a step-by-step process, are they in the right order? Many children’s books are commissioned in the knowledge that they will be co-editions, or sold into a range of territories. Often you will need to look out for parochial details in the images that could limit a book’s marketability, such as obviously right-hand-drive cars, or very British-looking police uniforms.

Marking up

Finally, think about the best way to mark up a highly illustrated book. Your client might have guidelines on how they want you to mark up PDFs, but remember that marks can easily be overlooked on busy, brightly coloured backgrounds. If you think a mark might be lost, draw a big box around it or highlight it with a helpful arrow. Go for maximum clarity.

About Liz Dalby

Liz Dalby worked in-house for two children’s publishers between 1998 and 2005, and still occasionally proofreads children’s books on a freelance basis.

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 Ksenia Chernaya, four children reading by Anastasia Shuraeva, both on Pexels.

Posted by Harriet Power, information commissioning editor.

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

Resources round-up: Children’s books

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Welcome to another round-up of resources compiled by the CIEP. This time, we look at children’s books. It focuses on fiction but some of the links are also relevant to non-fiction for young readers. We have divided our picks into:

CIEP guides and resources
Getting to know the market
Support for writers, editors and publishers
Encouraging diversity
Producing picture books
Ensuring age appropriateness

CIEP guides and resources

Things to consider when writing or editing a children’s book are much the same as when writing or editing for adults: follow plain English principles, support self-publishing and make the text as effective as possible via developmental editing, whether it’s fiction or non-fiction. Search for relevant posts on our blog using the keywords ‘children’s books’ to find advice on sensitive language, age appropriateness and more.

Getting to know the market

If you want to write or edit children’s books, the best place to start is by reading them. The classics you remember from your childhood have stood the test of time for a reason, but the market – especially regarding children’s preferences – has changed a lot over the past 30 or 40 years.

To find out what kids are reading now, explore sites such as Achuka, LoveReading4Kids and ReadingZone, which all feature reviews of the latest titles, from picture books to young adult (YA) novels, as well as author interviews and other insights into the market.

If you’re looking for specific data on reading and publishing trends, download the School Library Association’s (SLA’s) research on what children are choosing to read and how they make that choice. Renaissance Learning produces a free annual report called ‘What and how kids are reading’ (registration required for access), which tracks pupils’ reading habits over many years. The research reveals that humorous authors Jeff Kinney and David Walliams continue to top young readers’ popularity charts – despite some adults’ disapproval!

But remember that in order to get into the hands of children, books also need to appeal to gatekeepers such as librarians, teachers and parents. To this end, the freely downloadable magazine Books for Keeps has been reviewing books and reporting on children’s literature for nearly 45 years over more than 260 issues. You can access thousands of reviews via its website – a useful tool for gauging what adults value about the books they make available to children.

BookTrust UK promotes the importance of books at all stages of life. Parents may know of it through the free Bookstart programme for babies and toddlers, but its website provides comprehensive resources for writers as well. Regular research and evaluation of BookTrust projects keeps content relevant for everyone involved in producing reading resources for children. The Scottish Book Trust offers similar programmes, including Bookbug, for babies, toddlers and preschoolers, and useful resources for writers and publishers.

Support for writers, editors and publishers

The Children’s Writers’ & Artists’ Yearbook is regarded by many as an indispensable guide to writing and publishing for children. Covering fiction, non-fiction, poetry, screen, audio and theatre, self-publishing and traditional publishing, it provides practical advice for all stages of the writing and illustration process.

The Writers & Artists website is itself a treasury of (free) advice and resources on the processes of writing, illustrating and publishing, and the book Writers’ & Artists’ Guide to Writing for Children and YA: A Writer’s Toolkit provides further guidance, including on digital publishing.

Anyone involved in producing children’s books should consider joining the Society of Children’s Book Writers and Illustrators (SCBWI), a global community for children’s book creators. Its UK chapter runs Words and Pictures, which is full of practical resources for writers, illustrators and editors that, in fact, anyone with an interest in the process of making books can spend a happy afternoon browsing.

Children’s book prizes abound, but here we’ll highlight the Branford Boase Award because it recognises not only the winning debut writer but also their (in-house) editor.

Bookfox Press has a useful ‘how to’ guide for those entering the world of children’s book publishing, covering the whole process from initial idea to finding an agent. Kindlepreneur’s guide is more market focused. We’re pleased to note that both guides emphasise the importance of using editors.

Encouraging diversity

It’s important that children (and adults, for that matter) see positive representations of people like themselves. Inclusion has improved significantly in recent years, thanks in part to publications such as Pen&inc., a magazine promoting diversity in books produced by the Library and Information Association (CILIP), and organisations such as Black Books Matter UK, which champions diversity in books and stories that represent Black history and culture.

There’s support for writers and self-publishers too. The Jericho Prize promotes high-quality children’s picture books by Black-British authors that feature authentic Black main characters. Its website features a range of resources to help authors through the production process, including a video explaining the proofreading and formatting process. Meanwhile, Megaphone Writers is a mentoring scheme for people of colour in England who want to write novels for children and young adults.

Inclusion is also important for the one-in-six children who have special educational needs or disabilities (SEND). BookTrust offers advice for writers, illustrators and publishers on good practice for showing disability in a positive and natural way. Significantly, it advises that ‘disability doesn’t need to be a key part of the plot – and certainly not a punchline’. In practical terms too, a ‘book’ doesn’t have to be a flat, printed document – as well as standard audiobooks, organisations such as ClearVision and Living Paintings provide books that provide access to the visual world via touch and sound.

Producing picture books

Yes, some books for adults do have pictures but those for children need a particularly nuanced partnership between the words and images. Successful and timeless examples are revealed in Penguin’s list of classic picture books, and People of Publishing’s top tips for authors and illustrators sheds more light on developing stories and portfolios that sell.

Creating a picture book is a complex process, as authors Alan Durant and Olivia Hope explain. The publishing process can take a surprisingly long time and the content needs to be held to as high a standard as any other type of book. For some beautiful and evocative examples of picture-book art, lose yourself in the wonderful Picturebook Makers gallery.

Ensuring age appropriateness

At every stage of the process, editors and other readers will be checking that the text is suitable for the target audience. As Miriam Laundry Publishing points out: ‘If you’re writing for ALL children, you’re not writing for ANY children.’ The post includes examples of age categories (although it sounds like an American term, ‘middle grade’ is also used in the UK to refer to books for pre- and early teen readers). Red Wolf Press describes where you can find this information about books that have already been published – more useful sources of research.

This blog post from Inky Frog Editorial looks at examples of contemporary middle-grade and teen fiction to underline the importance of knowing your audience.

About the CIEP

Photo credits: header image by Annie Spratt, boy reading by Michał Parzuchowski, teenager reading a book by Seven shooter, all on Unsplash.

Posted by Belinda Hodder, blog assistant.

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

The importance of page turns in picture books

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Picture books may have some of the shortest word counts of any books, but that doesn’t make editing them straightforward. Lisa Davis explains what editors and authors need to consider when using the format of the book itself to build the story.

When initially editing a manuscript without illustrations, it’s important to consider what the illustrations can bring to the narrative. Some manuscripts might come with illustration suggestions embedded in the text to help get an idea of what the author envisions. The author may also have broken down the manuscript into page splits, but if the editor or the author is not familiar with the picture book format or editing picture books, it can be easy to overlook the importance of page turns.

Using the picture book format

The standard picture book on the market these days is 32 pages. This includes all front and end matter, which often takes up a minimum of three pages for title page and copyright information. The text itself is usually around 500 words – it’s a lot of story to pack into a small amount of space, and that’s why the format of a picture book matters so much.

Whatever the production stage, but particularly when developmental editing a picture book, an editor needs to think about the book in spreads – the two pages that face each other compose one spread. This is essential when commissioning artwork since the illustrator will need to know if they are illustrating a single page or an entire spread. Picture books can have a mixture of artwork sizes throughout, so they could take up an entire spread, a single page or even just part of a page that features several illustrations. These all aid with the pacing of the story. But, along with the pictures, we can also use the format of the book to help pace and build tension in the story.

With each turn of a page, you can completely change the scene or tone. It’s almost like a lift-the-flap book where you reveal something to the reader. Imagine the story being read aloud to a child and pausing before turning the page to ask, ‘What do you think is going to happen now?’ Or the way a scene may be cut in a film or TV programme where something is shown that contradicts what was just said for humorous effect. Or even panels in a graphic novel where you build up to something big that needs a whole page of its own.

How to use page turns

While most picture books today will use page turns to some extent, certain titles rely on this element for comedy, surprise or dramatic effect. One great example is the classic Rosie’s Walk by Pat Hutchins, which uses the page turns throughout the whole story for comedic effect. While Rosie the hen goes on a walk around the farmyard, a fox follows behind her planning to attack, only for the page to turn and the fox has a mishap that results in Rosie (unknowingly) escaping.

Unless the story fully relies on page turns, as in Rosie’s Walk, it’s more common to use these page turns for scene changes sparingly for greatest effect, usually around the climax of the story. For instance, the book I Want My Hat Back by Jon Klassen uses a page turn as Bear makes a realisation that yes, he has seen the hat he’s been looking for. The previous page leads to this with a ‘Wait a minute …’ moment, letting the reader know something big is going to happen once they turn the page. And then – page-flip – we zoom in on Bear’s face as his mood changes from sadness to rage, illustration turned from subtle tones to awash with red. The rest of the story hinges on this moment, which is why it’s vital to use every element a book offers (text, artwork and format) to build up to it.

Another popular page-turn technique in picture books is using the very last page of the book (which will be a single page that faces the inside of the cover) to add an illustration vignette to suggest what might happen after the story has ended. For instance, maybe you think a character has learned a lesson, but then the illustration suggests the same situation is about to happen all over again.

A great example of this final-page usage is Nine Lives Newton by Alice McKinley. At the beginning of the book, Newton the dog mistakenly reads an obscured sign and now believes that dogs have nine lives, setting him off to do all the things he had previously avoided doing – with a poor cat following behind trying to warn him (while using up its own nine lives in the process). By the end of the book, Newton learns about his error, and our cat friend thinks all is well again. But on that final page, a vignette shows Newton looking at another obscured sign leading to yet another misunderstanding, suggesting to the reader that the chaos is about to start all over again! It’s a great way to end the story with an unexpected laugh.

Adding page turns to a manuscript

It might be easy to see the strength of a clever page turn when you’re looking at published books, but how do you know where to put the page cuts in a manuscript that you’re working on? This can be done by looking for those moments in the text with a sudden scene change. Think of them as ‘3… 2 … 1 …’ moments, or points where someone reading aloud will add a lot more drama. For instance, consider where you might want page turns with the following sentences:

The little owl stepped up to the edge of the branch, puffed up its chest, stretched out its wings and leapt into the air. What a glorious feeling! it thought, just before it started to fall down … down … down … and then … CRASH! landed right in the middle of a bluebird nest.

Bear in mind that picture book pacing also means considering how many words are on each page. Effective page turns can mean that a page with a big reveal or sudden dramatic moment might have just a few words – or even no words at all. While there are many ways to split up a moment like this, an option could be:

(Spread 1 – left page)

The little owl stepped up to the edge of the branch, puffed up its chest, stretched out its wings and leapt into the air.

[illustration: full page of baby owl preparing to fly]

(Spread 1 – right page)

What a glorious feeling! it thought, just before it started to fall down … down … down … and then …

[illustration: page of vignettes showing owl at various stages: 1) happily flying, 2) realising it’s falling, 3) falling more, 4) properly tumbling down]

(Spread 2 – full spread)

CRASH! landed right in the middle of a bluebird nest.

[illustration: full spread of a dishevelled owl sitting unhappily among some perplexed bluebird chicks]

This is an exaggerated way to write this out in a manuscript and is rarely necessary, but it is sometimes helpful if a self-publishing author needs to commission the illustrations according to the page splits (because it will influence what the illustrator is commissioned to draw and how many illustrations are required). When working with authors who plan to submit the book to agents or publishers, then it’s better not to be as prescriptive with page numbers or illustrations, and to simply leave line breaks within the text to give an indication of pacing.

So if you’re getting into picture book editing, remember that there’s more to it than just the text and illustrations – there’s also the whole format of the book that you can play around with. That’s what makes editing picture books both challenging and exceptionally fun!

About Lisa Davis

Lisa Davis (she/her) is a children’s book editor and publishing consultant who specialises in making children’s books more inclusive. She has worked at major publishers in the UK including Simon & Schuster and Hachette, and in departments including editorial, rights and production. Before going freelance in 2018, she was the book purchasing manager for BookTrust, the UK’s largest children’s reading charity, which gives over 3.5 million books a year directly to children.

About the CIEP

Photo credits: child reading by Marta Wave on Pexels; Rosie’s Walk and Nine Lives Newton, Simon and Schuster.

Posted by Sue McLoughlin, blog assistant.

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

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

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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

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.

Proofreading children’s books

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Children’s books are simpler than adult’s books so they’re easier to proofread, right? Well, no – in some cases, as Margaret Milton explains, they’re much more complicated because there is so much to consider.

When family, friends, parents on the school run or indeed other CIEP members ask me what I’ve been working on this week and I say that I’ve been doing crosswords, or counting stickers in an activity book, or reading a picture book, they often look at me with confusion and sometimes a little bit of envy. When I started out in publishing, I didn’t really have an idea of the type of editing I wanted to do. I had initially trained as a primary teacher so, in the end, it made sense that I wound up editing children’s non-fiction and educational texts. From the outside, it may seem like a bit of a skive; however, there’s a lot more to it than one might think.

Words, words, words (or not!)

With children’s books (fiction and non-fiction), there are often few words, but this is usually the very thing that can trip an editor up. You need to read, read and read again. I personally also like to strip the text out of the file sent by the publisher (usually a PDF) and put it into a Word file, then run a spelling and grammar check. This gives me an extra assurance other than my own proofreading.

Also, in lots of these types of books, there are words set in a decorative font. These should be triple-checked as this is often where spelling mistakes are made. This is especially true if the words have been illustrated rather than typed because they can be misspelled, or the original word from the manuscript can be left in as well as the illustrated word inserted.

It can be assumed (unless the brief informs you otherwise) that the copyeditor has assessed the text to ensure that the level of language is suitable for the target age range and also checked the factual information. However, if something does strike you as overly complicated/too simplistic/factually incorrect, then mark it up. Better to be over-cautious than not.

A picture paints a thousand words

If you have been tasked with proofreading illustrated books, there are certain things that you will be expected to check. One of the main ones will be reviewing the illustrations alongside the text.

By proofreading stage, the illustrations will have mostly been signed off by the designer and the in-house editor. However, the proofreader will be expected to mark up discrepancies, for example if the text reads that the girl held a silver cup in her hand, but the illustrator has coloured it gold. In cases like this, it will be up to the in-house team to decide whether to change the text or have the illustration re-coloured.

The proofreader will also be expected to review the readability of the text against the illustrations. It’s often too late for a font style to be changed, but should you feel that words will be difficult to read (for example on a dark sky background), then you can mark this for the designer. You should also mark up where words overlap illustrations or if there is an obvious gap, as text may have fallen out of a text box in the InDesign file or disappeared during conversion to PDF.

In slightly more complicated non-fiction and educational books, the proofreader will need to review photographs alongside the text, asking questions such as ‘Does the image suitably relate to the text?’, ‘Does it convey what the text is explaining?’ and (an especially important one for educational books) ‘Is there a suitably diverse range of genders, ethnicities, abilities and so on?’

Flapping about

Paper-engineered books (books with flaps, pull-out sections etc) are often tricky, as the flap or pull-out is presented to you on a separate page from the page it will be stuck to. Therefore, you will need to marry the two up and ensure that what’s on the front of the flap aligns with what will be under it. As it is two-dimensional, it is sometimes difficult to picture what goes where, especially in large, non-fiction titles with multiple pull-out and lift-up sections. Publishers will not expect you to print out the pages but on the odd occasion it might be helpful to do this if you are finding it difficult to visualise. A second screen can also be helpful in matching up the various engineered elements to their final locations.

Fancy doing some origami?

Activity books may seem, in principle, like a great fun editing job – and a lot of the time they are. However, there is a huge number of elements that need to be checked to ensure that the activities work and children (and adults) won’t get frustrated. (We’ve all been there, where there’s a piece missing or there’s no actual way out of a maze!)

The proofreader must do all the activities to ensure they work. Ask questions such as:

‘Do all the answers to the crossword fit the boxes?’
‘Are all the words present in the wordsearch (and have any naughty words crept in by mistake when it was generated)?’
‘Are there spots to place the stickers and are the stickers all on the corresponding sticker sheet?’
‘Are there definitely six differences between the two images in spot the difference?’
‘Do the origami instructions work?’

… and so on.

Think about time management

A children’s picture book or lift-the-flap book may only have 10–50 words so it would only take about 10 minutes to read. However, the amount of time needed to check the varying elements should be taken into consideration. An activity book might only have a few hundred words, but once the proofreader has checked that every activity works and everything is in place then this will increase the proofreading time estimate.

For the most part, publishers will set their own rate for proofreading work but if you are quoting for a job yourself then don’t work simply from the word count!

Time management is also important regarding how you spread your work out across a week. For example, you may wish to read a picture book two or three times, but over a few days in order to have a slightly fresher eye each time.

Finally, don’t forget the basics!

Checking that activities work and the paper-engineered sections are correct is important, but obviously shouldn’t be to the detriment of checking the basics. Things that so commonly cause problems such as headers, footers, page numbers, copyright information, author and illustrator names, and the title should all be factored into the proofreading time and given as much importance as the ‘fancy stuff’!

About Margaret Milton

Margaret Milton is a proofreader and project manager specialising in educational and children’s non-fiction books. She is a Professional Member of the CIEP and has worked in publishing in-house and freelance for over 15 years.

About the CIEP

Photo credits: header image by Karolina Grabowski, children reading by Mikhail Nilov, both on Pexels.

Posted by Belinda Hodder, blog assistant.

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

Providing editorial services to non-profits and businesses

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In this post, Hazel Bird looks at some of the ways in which proofreading and editing for businesses and non-profits differs from working with ‘traditional’ publishers and independent authors.

Ultimately, providing editorial services to a non-profit or business works the same way as providing editorial services to a publisher or independent author: you talk to them about what they want, check that matches what you can deliver and then carry out the work to the brief. But, in reality, working with non-profits and businesses can feel quite different from working with publishers and authors, in terms of both how you do the work and how you interact with your contact.

These tips are based on my experience working primarily with UK and European non-profits operating around the world.

Getting and scheduling the work

The stereotype is that businesses and non-profits will make you jump through endless hoops before they’ll give you any work and then will want their project done yesterday. In my experience, they have a range of onboarding and scheduling practices, just like publishers (who themselves are not immune from ‘hoopery’ and asking for demanding schedules).

But it is certainly true that the larger businesses and non-profits are more likely to require you to go through a procurement or tendering process, where you might submit a bid for a contract and perhaps have an interview. It’s important to find out how your target clients contract work so you can make yourself visible to them – otherwise, if you wait to be contacted by your dream client, you may be waiting a while!

Another key difference is that businesses and non-profits are less likely than publishers and authors to even know that they might benefit from editorial services. As such, some will approach you directly (for example, through the CIEP Directory if you have an entry) but in other cases there is scope for using your contacts and marketing (for example, via social media) to reach clients who might not otherwise come to you naturally.

Understanding your role

I wrote a bit about this topic in an earlier post on moving into a new editorial field. In summary: while businesses and non-profits may have clear ideas of what they want to achieve via editorial work, they may have less of an idea how to achieve this. You may therefore find that your role involves a degree of educational work.

But, at the same time, it’s important not to make assumptions. Some smaller communications teams may be working with an editor for the first time, whereas some global organisations have editorial policies and processes to equal those of any publisher (and vice versa). Ask questions to understand how you will fit in.

Part of asking questions, too, means understanding the nature of the changes you are expected to make. As any editor who has worked outside the traditional publishing workflow knows, ‘proofreading’ for a business or non-profit may be more like traditional copyediting (or even developmental editing!). Conversely, though, when a business or non-profit commissions you to ‘proofread’ their text, they may have an especially restrictive definition of the work – for example, to avoid the document having to go back to a sponsoring body or key stakeholders for a further round of approval.

It’s therefore vital to ask questions to ensure you are comfortable with the level of work required and to avoid doing undesired work.

Matters of style

Businesses and non-profits are increasingly likely to have an in-house style guide of some nature. You might also encounter:

glossaries, which tell you exactly how certain words are allowed to be used
lists of proscribed words or phrases, hopefully with suggested replacements
‘tone tools’, which go into detail about the tone of voice and mode of address that the organisation uses in its communications.

We editors often talk about picking up an author’s tone of voice, but with businesses and non-profits this is more likely to be about picking up the brand’s voice (remember that a brand is not just a commercial thing – most non-profits will consider themselves to have a brand too). Whereas publishers will often be happy for authors to write however they like as long as they stay within the bounds of respectful discourse, businesses and non-profits are more likely to have quite stringent ideas about how their text should ‘feel’.

The good news, though, is that once you’ve absorbed this ‘feel’, it’s a relatively straightforward matter of applying it across all the work you do for the organisation (as opposed to picking up a new voice for each publisher’s author you work with).

Communications and queries

Some businesses and non-profits will follow the traditional three-step pattern where you send them the edited document with queries, the ‘author’ (or a nominated member of the communications team) answers the queries and sends the document back to you, and then you absorb the replies and return a squeaky-clean version ready to be sent to the client’s design team. But, in my experience, it is more likely that businesses and non-profits will request a single-stage service where they simply receive the edited document with your queries and then action them as they see fit, without your input.

If this will be the case, it’s helpful to make your queries extra clear and always offer solutions, to make the client’s tidy-up work as easy as possible. Remember, they may have very little editorial experience and so be unaware of options or approaches you find obvious.

Be prepared, too, for the possibility that your ‘proofread’ may actually be followed by huge revisions – for example, if a non-profit’s policy paper is on a tight schedule and the client decides to get proofreading done while they await revisions from a key stakeholder. If you’re aware in advance of what the revisions might be, you can take account of them in your editing and provide suggestions along the lines of ‘if X changes in Y manner, you might also want to consider changing Z’. But often this is just a case of accepting that your meticulous proofread might not be the end of the road for the document and leaving the door open for the client to request further support later on if they need it.

Completing the work

Some businesses and non-profits have very specific invoicing requirements – for example, to comply with a funder’s auditing schedule – so try to learn any restrictions on timing or formatting requirements (such as level of detail required in the breakdown of tasks) in advance. Some will require you to register on a payment portal or similar. As with working for publishers, it’s a good idea to get hold of the name of a person in the finance department so you can chase overdue invoices directly, if needed.

When it comes to post-project assessment of your work, in my experience this is an area that differs hugely from working with publishers. In a publisher–editor relationship, it’s usually the publisher that is considered the expert (rightly or wrongly!). In contrast, in relationships between editors and businesses or non-profits, it’s more likely that the client will consider you the expert and simply go with whatever you have suggested (unless it is obviously wrong or contrary to the brief). This puts more of a weight of responsibility on your shoulders, so it’s important to feel you have the confidence to make decisions without an editorially trained project manager waiting in the wings to check your work. But if you do have the confidence and appropriate experience, it can be an immensely satisfying way of collaborating with clients.

Embrace the variety!

Given editors’ traditional place within the orbit of publishers, it can be tempting to see businesses and non-profits simply as ‘not publishers’ and lump them together accordingly. However, in reality they can be as diverse in the ways they handle their editorial needs as they are in their focuses and operations. The old adage ‘it depends’ plays out in work with businesses and non-profits, just as it does in all editorial work. As always, the key is to ask questions and check we understand our role.

About Hazel Bird

Hazel offers editorial services that empower non-profits, charities, businesses and authors to confidently share their expertise and impact. An editor since 2009, 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

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Photo credits: header image by Sean Pollock, diary by JESHOOTS.COM, man with laptop by Headway, all on Unsplash.

Posted by Belinda Hodder, 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.

Creating style sheets for fiction

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Creating a style sheet is an essential part of the editing process, but what you might include in your style sheet depends on what kind of text you’re editing. Jane Hammett looks at some of the topics to consider if you’re working on fiction.

It’s easy to get carried away and create a style sheet that’s several pages long, but this might not be helpful for the client. Always keep your client in mind: how will they benefit from the style sheet you are lovingly compiling for their work? You could think in terms of why, what and how. Let’s take these one by one.

Why compile a style sheet?

A style sheet will be useful to the author – it shows them the spellings and style conventions you have used, and it ensures that their novel is consistent throughout, so James is not allergic to gluten in Chapter 1 but in Chapter 2 he’s happily eating a sandwich. Consistency helps the reader to enjoy the reading experience more – and reduces the risk of negative reviews for authors.

A style sheet is also useful to other editorial professionals who see the text after you, such as a proofreader. If they have a query, they should be able to search your style sheet and find an answer.

It will help the typesetter (TS): your style sheet should include a list of any silent changes you have made to the manuscript (ie those made without tracked changes switched on), a list of text features (see the list below), and any instructions you have given the TS in the edited manuscript (such as <TS: please set as handwritten letter in magical swirly handwriting>).

What could your style sheet include?

All style sheets should include information about how language and SPaG (spelling, punctuation and grammar) are used in the manuscript, such as:

the form of English used (British, US, Indian, Canadian …)
-ise or -ize forms for verbs such as recognise, organise, etc.
the use (or not) of the serial (Oxford) comma
single or double quotes
parentheses: en rules and/or ellipses
the treatment of numbers in the text
the use of italic and bold.

Each style sheet should also contain a separate word list – this is essential for every job. If you come across a word on page 5 that has a variant spelling, how will you remember how it was spelled when you come across it again on page 505 if you don’t make a note of it in your style sheet?

As well as consistency in SPaG, a fiction editor has to keep an eye on the following:

Tense: is the book written in first-person present or third-person past tense, for example?
Point of view (POV) (the subject of many blogs posts all by itself): who has POV? One character or more?
A story’s characters (and descriptions of them): you might find it helpful to keep a list of all characters with a brief note of how they relate to each other. A character description might look like:

Skye (age 14 at end of Book 1, born May 2009). Appearance: short dark brown hair, 5 foot 4, scar over right eye, brown eyes. Character: feisty, brave, adventurous. Background: born in London; her parents are divorced. Family: Alana (mother), Cameron (father), Isla (sister).

Timeline: with all fiction, a timeline is important, but especially if you’re working on a text that is not linear: for example, a text that contains flashbacks or that jumps around in time depending on who has POV.
Plot: keeping a note of what happens in each chapter is really useful – for the author as well as you!
Plot threads: are they all tied off by the end of the book?

You might decide to list all these things in one style sheet, or you might prefer to create a separate document for each.

If you’re working on a specialist genre, there will be other things to consider. For example, in science fiction and fantasy worldbuilding is important, so you will need to include details about the fictional world the author has created, and a list of the words the author has invented for this world. This could include rules (‘Only certain characters can time travel. The time-travel portal is hidden in London’s Waterloo Station’). It could also include geography: you might find it useful to make notes about the setting, especially when this differs from the real world. You could also include a list of place names, road names and building names that are mentioned.

If you’re working on a style sheet for the first book in a series, think about what the author and readers will need to know for subsequent books: where is the book set? Do any characters die in the first book? If so, which? (You don’t want them being accidentally resurrected in Book 2 …) Character descriptions and events in the first book are also important. If you were asked to create a series style sheet, you could continue Skye’s description as follows:

In Book 1 Skye achieved her aim of finding the treasure. At the end of Book 1, she, Elise and Rohan are talking about finding the magical amulet – they need to find it before the evil king does. Pls check this happens in Book 2.

This style sheet is a work in progress: it will be amended and added to by the publisher, proofreader and editor for each book in the series.

Noting all these things helps authors maintain continuity in a series, especially when they may have a break of several months in between writing each book.

How should you compile a style sheet?

It’s sensible to keep a master style sheet and save a copy of this for each new job. Remember to give it a file name that includes the job title, the author’s name, your initials and the date – don’t just name it ‘style sheet’! I highlight everything in my style sheet for a job, then when I come across a feature in a manuscript, I note how the author has styled it and remove the highlighting for this issue from my style sheet. At the end of an edit, if any items are still highlighted, they haven’t come up in the job and can be deleted from my style sheet.

And finally … some text features to look out for

How to style all the text features you might come across in a work of fiction comes up over and over again on the CIEP forums. Style guides such as New Hart’s Rules cover how to deal with text features such as figures and tables, but are silent on how to handle many of the features that crop up in fiction, such as:

characters’ thoughts
text messages
telepathic communication
words remembered or imagined
words spoken by an alien/non-human character
inscriptions or lettering on signs
flashbacks
emojis
handwritten notes
maps
newspaper headlines and articles.

Should these be displayed? In a different typeface? In italic, or in roman with single quotes? You could spend a lot of time thinking about this … I keep a note of text features I see – in manuscripts I edit and published books I read – and how they’re set. Letters and extracts from newspaper articles tend to be displayed and in a different typeface, while thoughts and words remembered are often in italic, to differentiate them from the narrative. It’s sensible to make a list of text features in your style sheet, and add an example of each from the text. In the text, you could add coding or a Word style to each feature, depending what your brief says to do, so the typesetter can find each feature easily and decide how to style it.

This blog post has been a quick guide to what you might include in a fiction style sheet. I hope it has answered any questions you might have – or inspired you to make some changes to your master style sheet!

If you’d like to find out more about fiction style sheets, then you might like to check out Amy Schneider’s The Chicago Guide to Copyediting Fiction (University of Chicago Press, 2023), the CIEP’s guide Getting Started in Fiction Editing by Katherine Trail, and Louise Harnby’s resources on style sheets.

About Jane Hammett

Jane Hammett is an Advanced Professional Member of the CIEP and a tutor on the CIEP’s proofreading and editing courses. She’s also a Partner Member of the Alliance of Independent Authors. Jane works with publishers and self-publishing authors on fiction for adults and children.

About the CIEP

Photo credits: header image by Caio on Pexels, choose your words by Brett Jordan on Unsplash, book and potions by RDNE Stock project on Pexels.

Posted by Belinda Hodder, blog assistant.

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

Resources round-up: Style

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Welcome to this round-up of resources compiled by the CIEP. This time, we look at style – specifically, style sheets and style guides. We have divided our picks into:

General advice on style
CIEP guides
From style sheet to language guide
Academic publishing
Faith-based publishing
Fiction
Non-traditional publishing
Changing styles

General advice on style

If you possess a general handbook about editing, it’s a good place to start when considering style. Chapter 6 of Butcher’s Copy-editing (Cambridge University Press, 2014) covers house style; Part II of Einsohn and Schwartz’s The Copyeditor’s Handbook (University of California Press, 2019) is dedicated to editorial style, and style sheets are covered in its section on basic procedures. If you’d like to consider style in a more holistic way, it’s covered sensibly by Carol Fisher Saller, who was chief copyeditor of the Chicago Manual of Style’s 16th edition, in her essay ‘What copyeditors do’ (in What Editors Do, edited by Peter Ginna, Chicago University Press, 2017), and in her own book The Subversive Copy Editor (Chicago University Press, 2016).

CIEP guides

Style is a thread that runs through editing and proofreading, which is why it’s covered in many CIEP guides. Editing Scientific and Medical Research Articles dedicates a chapter to scientific style, from terminology to capitalisation and abbreviation. The chapter on copyediting in Getting Started in Fiction Editing covers style sheets and the importance of consistency. How to Edit Cookery Books is a great illustration of how defining style is integral to editing specialist texts: in cookery books, for example, keeping to one style for measurements is particularly important. Editing for Communications Professionals, on editing for businesses and other organisations, gives tips on defining a house style, and the Your House Style guide is entirely dedicated to creating a house style. Remember, if you’re a CIEP member you can access these guides for free.

From style sheet to language guide

Certain key style guides have become widely used as sources of advice on language and grammar too. New Hart’s Rules (Oxford University Press, 2014), the Oxford style guide, is one example, as is the Chicago Manual of Style (CMOS). Now in its 17th edition, the CMOS can be purchased in thumpingly large hard copy (University of Chicago, 2017), or as an online version.

It’s worth noting the origins of such giants of style and language advice. As you can read in the preface of New Hart’s Rules, Horace Henry Hart, after whom Hart’s Rules and then New Hart’s Rules were named, was the head of Oxford University Press for many decades until 1915. The first Hart’s Rules was intended for the press’s staff and was only 24 pages long. In ‘What copyeditors do’, Carol Fisher Saller writes about how the Chicago Manual of Style began:

A single style sheet might also be developed for a series of related projects. A successful style sheet might evolve into a company style manual. (The now thousand-page Chicago Manual of Style got its start in exactly that way at the University of Chicago Press.)

Academic publishing

The Chicago Manual of Style and New Hart’s Rules can be useful when defining style in academic texts; however, you may need a more specialised guide. The resources section of Editing Scientific and Medical Research Articles lists guides from such organisations as the American Institute of Physics (AIP Style Manual), the American Mathematical Society (AMS Author Handbook), the American Medical Association (AMA Manual of Style, whose website includes quizzes), the American Psychological Association (APA Style) and the Institute of Electrical and Electronics Engineers (IEEE Editorial Style Manual). If you’re editing in the humanities, the Modern Humanities Research Association (MHRA Style Guide) also provides advice, as does the Modern Language Association (MLA Handbook).

By the way, if you’re editing journal articles, the very best place to go is the website of the journal itself, which is likely to include notes for authors and editors. Similarly, with academic books, it’s likely that the publisher will have a style guide, so if you don’t already have it, ask for it.

If you’re looking for advice on styling citations and references, Cite Them Right by Richard Pears and Graham Shields (Red Globe Press, 2019) gives the rules on a number of academic styles, from Harvard, APA and Chicago to IEEE, MHRA, MLA and Vancouver. The current 11th edition covers how to cite some unusual sources, from Snapchat to sewing patterns.

Faith-based publishing

Sometimes academic publishing, sometimes non-traditional publishing, faith-based texts also need a clear style on elements like capitalisation of key terms and how to cite scripture. Erin Brenner’s 2021 article on the ACES blog ‘Dealing with religious terms: One faith’ includes links to religious style guides.

Fiction

Style in fiction covers the consistency of the fictional world the author has created, including characters, geography and timelines, so there’s a lot to consider. Crystal Shelley provides a useful introduction in ‘Style sheets: What they are and how to use them’. This blog includes a template adapted from Louise Harnby’s style sheet template for fiction. Fiction editor Kristen Tate’s recent blog ‘What is a style sheet?’ is also worth a read.

If you’re a fiction editor, it may well be worth getting your hands on Amy J Schneider’s Chicago Guide to Copyediting Fiction (Chicago University Press, 2023) – its entire Part II is dedicated to building your fiction style sheet.

Non-traditional publishing

When you’re building a style guide for a non-traditional publisher like a business or another organisation, you can learn a lot from a simple trawl of the websites of your colleagues, stakeholders, associates and competitors. What do they capitalise? How do they present numbers and statistics? Larger organisations like the Local Government Association and Shelter may even have a section on their website dedicated to house style. The UK Government’s style guide is free to view online, and includes details of updates so you can see what’s changed between visits.

Many news organisations make their style guides available, from the AP (Associated Press) Stylebook to the BBC’s and The Guardian’s A–Z guidelines, free on the web. If you want your style to follow that of The Economist or The Times, you can buy their style guides in book form, in the Economist Style Guide, 12th edition (Economist Books, 2018) and The Times Style Guide: A practical guide to English usage (Times Books, 2022).

Changing styles

Finally, take a look at ‘Chicago Style Then and Now’ which describes Chicago style as it was in 1906. This first-edition Chicago style included an em space (three times a single space) between sentences; apostrophes with plurals; and semicolons inside quote marks. A useful reminder that style is always evolving, so make sure you arm yourself with the latest guidelines.

About the CIEP

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Posted by Eleanor Smith, blog assistant.

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

Considerations when curating an NGO’s style sheet

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There’s more to compiling a style sheet than deciding on spellings. Lorenzo Fusini describes some of the factors he’s had to consider when trying to ensure consistency among a large, disparate team of writers and editors.

I’ve been a part-time volunteer editor for a young non-governmental organisation (NGO) for a few months. The NGO’s mission is to provide free education to refugees, and my role mostly involves editing web content and grant applications.

When I started there was no style sheet: I observed writers and editors applying styles according to their own preferences or by imitating the styles of existing documents – yes, ‘styles’ plural. It was obvious to most that the situation would soon degenerate, and since I’d been the most vocal about this issue, I was assigned the task of curating a style sheet.

I’m going to share with you the challenges I’ve encountered in this assignment, how I’ve overcome them and the reasons behind the solutions I’ve adopted. As you’ll see, most of the topics are high-level aspects of curating a style sheet, more to do with its management than its content, as that’s what has required most of my attention.

Many decide, one implements

The NGO’s leader wants us to agree on solutions as a group. This is why I’m the curator of the style sheet, but I’m not alone in choosing the rules it contains. Everybody is welcome to suggest additions and changes, which are then discussed openly: all opinions are considered, with extra weight given to suggestions from the more experienced writers and editors, and in the end the group often reaches a unanimous decision. I then modify the style sheet accordingly, and once I’m done I notify the entire team.

New members every week

A team of volunteers working purely online has two distinctive traits: it changes continually (every week some volunteers leave and others join) and its members have vastly different cultural, professional and educational backgrounds. A style sheet is, then, a fundamental tool in ensuring that the NGO’s voice doesn’t change from one week to another.

We have volunteers from all walks of life, and most have never worked in the publishing sector: they might not know what a style sheet is, or that we have one. Our simple remedy is to regularly remind all writers and editors about it, and we’re considering including a link to the document in the welcome email every new volunteer receives.

Target audiences

We have three main audiences:

refugees with basic English or no knowledge of English, trying to learn what’s necessary to get on with their lives
managers of companies and charitable foundations with the resources to support the refugees
the general public, including prospective volunteers, who are curious about the NGO’s mission.

An implication is that text written with one audience in mind might not be appropriate for the others. That’s why we’ve decided to include a brief reminder at the beginning of the style sheet. Material destined to be read by refugees, prospective volunteers and the general public should be simple, direct and welcoming, never forgetting that some of the readers are destitute and desperate. With managers, on the other hand, we should be formal, courteous and concise, showing that the NGO is a serious and trustworthy organisation.

Modify only when necessary

If I change the style sheet too often with the honourable intention of improving the clarity and appearance of everyone’s writing, the NGO may end up in trouble! Perhaps future documents will look better than the previous ones but at the cost of being different in style. This is not a problem if the change happens together with other big changes in the organisation (such as when its efforts shift towards another category of disadvantaged people, requiring an overhaul of most documents). But if the words written today have, for example, a different spelling or hyphenation to the ones written last week, our reputation could take a hit, especially in the eyes of donors, and lead to the NGO receiving fewer resources.

I do consider modifying the style sheet, however, when I notice that the same questions keep popping up and when new phrases peculiar to the NGO are introduced. Adding relevant entries to the style sheet and amending the less clear ones makes writing and editing faster – no need to ask those questions and wait for the answers – and eliminates ambiguities.

Start with the AP Stylebook

When it comes to the content of the style sheet, the easiest starting point has been, like almost everything else in life, to imitate others. Together, we decided to get inspiration from the Associated Press (AP) Stylebook because it’s one of the most popular for web content, and even those who’ve never heard of AP but consume web content are familiar with the style through exposure.

Our style sheet, however, doesn’t need to be as comprehensive as AP. I started by writing the most relevant sections – abbreviations, spelling, capitalisation, punctuation, date and time, numbers, currencies and titles of publications – and later added further guidelines to solve my fellow editors’ recurring problems.

Spelling

The choice of spelling can be a marketing tool. The NGO is based in Norway, which typically favours British English spelling, yet it’s significantly easier to receive money from American companies and charitable foundations than from European ones (I’ve been told that this is because of some special tax advantages that exist in the US). Since we want to receive positive attention from such entities, we chose not long ago to switch our preferred spelling from British English to American English.

Capitalisation

The question I’ve received most often is ‘Should I capitalise this?’ The NGO organises courses for refugees and uses many software tools, so it’s a good idea to separate the names of these from normal text. Some suggested using italics, but we agreed on using roman title capitalisation because it’s easier to read, especially when a webpage is littered with the names of courses, companies and software products.

Besides the general guideline, I also added a list of all those terms that are specific to the NGO, to eliminate every possible doubt about their spelling and style.

As a consequence of these changes, the queries on capitalisation have dropped to almost zero.

Currencies

We apply for grants, write web content to describe possible ways to support us and produce brochures that illustrate our progress. We want to reach out to the whole world, so we have to represent money in the most unambiguous way possible – and money holders like to be accurate with their figures. That’s why we’ve chosen to use three-letter codes for currencies rather than their respective symbols.

I hope you’ve found this different angle of working on a style sheet interesting and some aspects worth considering for your next project. If you ever face problems similar to mine, I hope my experiences will help you solve them. I’ve certainly enjoyed having this responsibility and seeing how much it has simplified my colleagues’ jobs – a bit like raising a baby and seeing it walk!

About Lorenzo Fusini

Lorenzo Fusini is an editor, data scientist and swimming instructor with a PhD in Engineering Cybernetics. His favourite activity is to put his hands on different fields of knowledge, professionally or not. He enjoys freediving, playing games (video, board, role-playing), reading science fiction, weird fiction and folklore, and chatting about all sorts of topics.

About the CIEP

Photo credits: header image by NASA, handshake by Cytonn Photography, decide, commit, repeat by Brett Jordan, all on Unsplash.

Posted by Belinda Hodder, blog assistant.

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