Category Archives: Training

Flying solo: Editor education – an essential investment

In this Flying solo column, Sue Littleford makes the case for why training and continuous professional development are vital for editors and proofreaders – considering their importance to CIEP members in particular.

Members of the Chartered Institute of Editing and Proofreading (CIEP) understand the emphasis put on training and the acquisition of the appropriate level of skills, as well as maintaining and expanding them through continuous professional development (CPD).

The CIEP distinguishes between core skills and editorial skills, core skills being about how to edit or proofread, and editorial skills being more about the context in which the editing or proofreading takes place and expanding your skillset.

But why this emphasis on training? It’s there in the curriculum for professional development and in the upgrading system (members should take a look at How to upgrade your CIEP membership, especially chapters 2, 3 and 11 for all members, and chapter 4, 5 or 6 depending on the grade you’re working towards). Training is all over the forums! Advanced Professional Members (APMs) are required to show their commitment to CPD, to stay current with best practice.

Simply put, we don’t know what we don’t know.

We don’t know if – while we’ve been nose to the grindstone – new tools, new standards, or new and better approaches to the work have been developed and are now circulating. Training allows us the time to look up and look around, and see what’s happening out there.

Training also gives our clients the confidence that we do actually know what we’re doing, which is invaluable to them and to us. Members in the Professional grades can take out an entry in the Directory of Editorial Services, and potential clients searching the Directory will have confidence that members who have achieved Professional membership or higher have the backing of solid training.

But surely, I hear some of you cry, I already know what I’m doing! English isn’t evolving so quickly I can’t keep up all by myself. I don’t need additional training – I’m learning on the job all the time. I don’t need formal training – I pick things up as I go!

I say again: we don’t know what we don’t know.

Going on training courses that challenge you to do better expands your abilities and your experience and gives imposter syndrome a biff on the nose. And, as workshop training starts to become available again in some places, there can be the chance to meet other editors and talk together. Just talking to other editors about their contexts can be a real eye-opener.

Sometimes an absolute gem of a tip gets mentioned in the margins of a course, off-topic but really useful to you. Learning isn’t restricted to the course outline.

Some people prefer to learn on their own. Well, that’s fine, so far as it goes; but, especially if you’re still building up your experience as an editor or a proofreader, how do you know you’re learning what you need to know? Are you learning in sufficient breadth, with perspective? Or are you just burrowing further into your own snug editorial world, unaware of what you can learn from outside that niche?

If so, you’re really restricting the kind of material you can work on competently and, in these ever-uncertain days, that may be somewhat counterproductive for your business and your financial health.

Equally, some people have learned on the job by being tutored or mentored by their boss – or just by ‘sitting with Nelly’ as we used to call it in the civil service. That’s fine too, but to upgrade you’ll also need to sit and pass the CIEP’s editorial test (page 34 of the upgrading guide and on the website). Again, the CIEP’s emphasis in the test is on across-the-board competence. Niche away in the jobs you choose to take on, but don’t become isolated and narrow in your approach to your professional practice.

Getting a good solid grounding in the fundamentals of editing under your belt (and keeping it current) gives you a great springboard for developing yourself and your business in the way you want.

One of the characteristics that unites good editors is our curiosity, along with our quest for new knowledge (and a headful of otherwise useless bits and bobs of general knowledge). The ability to know when something we’re editing sounds off is of great value to our clients.

Maintain that inquisitive approach.

Record-keeping

Regular readers will know what a fan I am of record-keeping. It’s no different with training, which is why the Going Solo toolkit (CIEP members only) has a spreadsheet on which to record the training you’ve already undertaken, and the training you’d like to take.

Listing out the training you’ve already taken will help you see where you have weaknesses, or where your training is out of date and ripe to be refreshed.

Keeping a note of training courses you fancy the look of – the spreadsheet has a handy column to keep a link to each one – will whet your appetite and enable you to see whether anything you’ve taken note of neatly plugs a hole or tops up your training in that area.

Consulting the curriculum for professional development will also help you check whether you’re getting a rounded education as an editor or a proofreader. Looking at that curriculum will open your eyes to what it is you didn’t know you didn’t know. Add topics to your wish list so you can be on the lookout for courses to fill the gaps.

And if you’re still working through the CIEP’s grades, the spreadsheet was developed with the input of the Admissions Panel. Collecting the evidence is easy and you don’t have to copy out your training all over again on the upgrade form.

Planning and budgeting

Training costs time and it costs money. If you’re still working through the CIEP grades, then you’ll want to set aside a training budget each year – in cash and in time. If you’re already an APM, then you’ll set aside a CPD budget each year.

But how much money? And how much time? This is where the curriculum, the requirements of the grade you’re aiming for, the direction you’re taking your business in and your wish list of training courses come together.

Using all the information you have recorded on courses taken, gaps in training and your wish list, you can prioritise which course(s) to take next. You can then ensure you can afford them and set aside the time available to do them justice.

I know some inveterate course-takers who have huge plans and then, when they come to tot up the total cost and the time commitment, have to move some courses they’d love to do into the next year – or the next two years. Well, it’s nice to have something to look forward to!

Tax implications

For UK taxpayers, training is an allowable business expense for the self-employed in some cases only. If you pay tax elsewhere, check your own jurisdiction on this.

In brief, in the UK, training is not an allowable business expense if it’s undertaken to enable you to start trading.

Nor is it an allowable business expense if it’s undertaken to enable you to move into a new area of business. Harsh but true.

Training is an allowable expense if it keeps you up to date in your skills and knowledge. Even HMRC likes CPD!

Take note that, as with all other allowable expenses, training costs are only allowable if they are incurred wholly for business purposes.

This is the advice on the GOV.UK website:

Training courses

You can claim allowable business expenses for training that helps you improve the skills and knowledge you use in your business (for example, refresher courses).

The training courses must be related to your business.

You cannot claim for training courses that help you:

- - start a new business
  - expand into new areas of business, including anything related to your current business [my emphasis].

It’s made very clear that not all training is allowable.

The technical bit is in HMRC’s Business Income Manual.

Takeaways

Training is a sound investment in yourself and your business, making you fit for purpose as an editor or a proofreader. It gives your clients confidence that you do actually know what you’re doing and will do it well. It also keeps you poised to move your business in a new direction if that’s something you want – or need – to do.
Autodidacticism can work well, but can also come across as less authoritative and clients may feel less confident about your offer. Training supplied by reputable providers enhances your profile and ensures you don’t get in a rut.
Learning on the job is also fine, but you will need to pass the CIEP’s online editorial test in order to upgrade.
Training is also clearly set out in How to upgrade your CIEP membership as an essential pillar of every upgrade.
Some training, but not all, is an allowable business expense to be deducted from your business’s profit to reduce your income tax and National Insurance contributions liability.

About Sue Littleford

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

About the CIEP

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: back to school by Olia Danilevich on Pexels; love to learn by Tim Mossholder on Unsplash.

Posted by Sue McLoughlin, blog assistant.

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

Curriculum focus: Educational publishing

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In this regular feature for The Edit, former training director Jane Moody highlights areas of the CIEP’s Curriculum for professional development related to educational publishing.

Editors who work in educational publishing use all the same tools as every other kind of editor, so it is difficult to pick out anything specific. Often, however, the areas of scheduling and process are important to editors working in this field. Clarity is also particularly important in writing for educational purposes, so let’s look at these few aspects of the curriculum.

Knowledge criteria	Editorial competency, professional skills and attitudes
2.1.2 Schedules and budgeting	• Understands the importance of scheduling and budgeting within any publishing process • Understands the influence of the schedule/budget on the scope of editing/proofreading
2.1.3 Editorial processes	• Understands the meaning and significance of common editorial terminology • Understands the roles and responsibilities of members of an editorial team • Understands the stages of the editorial process
2.1.4 Production processes	• Understands the roles and responsibilities of a production team • Understands the meaning and use of common production terminology • Understands the stages of the production process (eg prepress, print/electronic production)
2.3.3 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

Resources to support your learning and CPD

The CIEP course Editorial Project Management would be really useful to enhance your skills. You could also try the PTC course Introduction to Digital Project Management. For clarity in writing, try the CIEP courses Getting to Grips with Grammar and Punctuation and Plain English for Editors. The CIEP guide Editing Textbooks would also be worth a read.

This book chapter would also be worth reading: Miha Kovač, Mojca K. Šebart. ‘Educational publishing: how it works: primary and secondary education publishing’ in: The Oxford Handbook of Publishing, edited by Angus Phillips and Michael Bhaskar. OUP, 2019, pp274–288.

If you work with interactive exercises, the CIEP course Editing Digital Content could prove useful.

Read Anneke Schmidt’s blog post: ‘What makes a good elearning course? elearning best practices explained’ (Skill & Care, 13 March 2023). This post could also lead you down various other useful rabbit holes.

The Society of Young Publishers has published the video ‘Introduction to Education Publishing’, which you can find on YouTube. It’s a panel discussion and gives a good overview of the education sector of the publishing industry.

This is only a snapshot – almost every other topic in domains 1 and 2 of the Curriculum for professional development are relevant to editing for educational publishing!

About Jane Moody

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

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

About the CIEP

Photo credits: header image by Pixabay on Pexels.

Posted by Sue McLoughlin, blog assistant.

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

Apply now to the Printing Charity’s Rising Star Awards

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Each year, the Printing Charity holds the Rising Star Awards, for young people working in publishing, print, paper, packaging and graphic arts to invest in their career development. Applications to this year’s awards are welcome until 2 April 2023. One of 2022’s winners, Rosie Catcheside, shares her experience of applying for the award, and the career benefits that winning gave her.

I first heard about The Printing Charity’s Rising Star Awards from a colleague who had been selected as a Rising Star in a previous year. At the time, I had recently completed my English Literature MA and was working as an administrative assistant at a Newcastle-based creative-writing magazine. While I really enjoyed my role, I was eager to develop my skills further and to take on more responsibility. I also, ultimately, wanted to get into the publishing industry; I had always loved literature and was incredibly keen to work directly with authors and to help get books into the hands of readers. The Rising Star Awards offered a great opportunity to achieve these aims so, in 2022, I decided to apply.

With these development goals in mind, my funding requests included several online editing and proofreading courses run by the CIEP. These were a mixture of self-assessed and tutor-assessed courses, all of which included note sheets, tasks and tutor access. My courses included the copyediting and proofreading suites, as well as specific courses on editing fiction and editing digital content. Through these courses, I was able to build on the skills I had been learning on the job, while taking a more structured approach to my learning and familiarising myself with industry-approved methods. As well as developing my skills, I also wanted to broaden my industry knowledge, so I requested CIEP membership and BookMachine membership. These memberships helped me to connect with other professionals in the publishing community and to access invaluable information about industry news.

After submitting my application for the award, I was invited to an online interview with a member of The Printing Charity and two professionals working in my field. All three of my interviewers were supportive and friendly and it was hugely beneficial to discuss my career aspirations and training plans with professionals in my area. Both the application questions and the interview provided a valuable opportunity to think about my career ambitions and to consider any gaps in my knowledge. This helped me to ensure that the items I had requested were the best possible resources for my professional development. The Printing Charity made sure that the application process was clear and accessible throughout, and were always keen to help with any questions. The awards ceremony for the winners, hosted at the House of Lords, was also fantastic – it was a wonderful opportunity to celebrate in London and it was great to meet the other award winners and judges in person!

The Rising Star Awards really have been invaluable to me throughout the past year. The CIEP courses helped me to cultivate concrete editing and proofreading skills, allowed me to access professional tutors and enabled me to structure my learning in the best possible way. My editing and proofreading skills have developed further with every course I have completed and the BookMachine subscription has been a great resource for acquiring industry knowledge. Since winning the award last year, I have taken the next step in my career and am now working in publishing, as a publicity assistant at Faber. The award equipped me with the practical skills and publishing knowledge to break into the industry and really helped me to hit the ground running in my new role.

I would absolutely recommend the Rising Star Awards to anyone who is considering making an application this year. The process is smooth, the rewards are enormous and if you win, you will join a fantastic network of young professionals. If you are passionate about the print industry and want to develop your skills, do put in an application – it could make a huge difference to your career!

Visit The Printing Charity’s website to apply for the Rising Star Awards. The deadline for applications for 2023 is Sunday 2 April.

About Rosie Catcheside

Rosie was born in the North East but is currently living in London, where she works as a Publicity Assistant at Faber. She has an MA in Modern and Contemporary Literature and won a Rising Star Award from The Printing Charity in 2022.

About the CIEP

Photo credits: stars in the night sky by AdamsEyeCandy on Pixabay; three women co-working by CoWomen on Unsplash.

Posted by Sue McLoughlin, blog assistant.

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

Curriculum focus: Developmental editing

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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 criteria	Editorial 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

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

About the CIEP

Photo credits: 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.

Round-up: CIEP conference 2022

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The CIEP’s 2022 hybrid conference, ‘Editing in a diverse world’, took place from 10 to 12 September at Kents Hill Park, Milton Keynes, and online. In this article we’ve gathered attendees’ reviews and reactions before, during and after the event, on social media and in individual blogs. Whether you made it to the conference in person or online, and even if you didn’t attend this time, we hope it gives you a sense of the news, learning, atmosphere and fun of #CIEP2022.

Before: Hashtag excitement

‘Less than two weeks until #CIEP2022! Who’s coming? Starting to feel very, very close indeed.’ On 29 August, CIEP chair Hugh Jackson (@JPS_Editing) informally kicked off conference proceedings with the first use of its Twitter hashtag. Others followed suit, posting before the event about matching fingernail varnish to business cards (@dinnydaethat), and how their knitting was looking (@AjEditorial) in preparation for a meeting of the CIEP’s Haber-dash-ers craft group.

The day before the conference, a fabulous time was wished to fellow editors (by @JillCucchi), and on Day 1 we got commentary on how journeys to Milton Keynes were going, whether that was on three trains (@GhughesEd) or a long, long car journey from Glasgow (@Jane_33South). On Day 2, one of the speakers, Professor Lynne Murphy (@lynneguist), announced she was on her way with: ‘Judging from the tweets, it looks like a very interesting conference so far!’ Conference director Beth Hamer (@BethHamer1) responded with ‘Looking forward to seeing you. We’re having a ball.’

During: ‘Viva hybrid conferences!’

There were two main strands of social media activity during the conference. One was by in-person delegates: LinkedIn commentary on proceedings and live tweeting. @ayesha_chari got a special mention by @The_CIEP social media central for her ‘exceptional live tweeting’, and she flawlessly relayed events until the very end of the conference and Ian McMillan’s plenary session, when she wrote: ‘Laughing too hard to live tweet or do anything else. (If this were in ink on paper, there’d be smudges from laughing tears.)’

The other strand was from our online delegates. As in-person delegates wiped away tears of laughter in Milton Keynes, virtual delegate @akbea tweeted: ‘Sitting in my car outside a school in Wakefield listening to the wonderful @IMcMillan delivering the final talk of #ciep2022. Viva hybrid conferences!’ This parallel in-person/online experience enriched the conference for all the delegates, as questions and comments in sessions arrived through Zoom from remote attendees, and those at home got a taste of the live action through the video link-up. Some even took part remotely in the famous CIEP conference quiz on the Saturday night.

Social media gave us some insights into where and how people were consuming the conference. One delegate wrote on LinkedIn: ‘I’m thrilled I got to attend online so I could monitor my son’s Covid symptoms in-between sessions. Phew!’ @SaraKitaoji, in Australia, posted a picture of the tea she was drinking in order to stay awake: ‘The key to late night Zoom meetings: Japanese green tea. A cute cat cup helps, too. Enjoying more 3am–5am #networking sessions at #ciep2022.’

During these three days, because delegates were joining from everywhere in the globe, from the USA to India, from Germany to Thailand, it felt like a small world. As Hugh Jackson gave his closing address, @TrivediAalap, based in Canada, posted: ‘@The_CIEP transforms the definition of home. It is my home. Wherever, whenever.’ And just afterwards, @FreshLookEdit wrote: ‘So grateful the Spatial Chat was left open after the conference officially closed so the online peeps could linger a little longer. What an amazing weekend of fun, friendship, and learning. Thank you to all the organizers, volunteers, speakers, and delegates!’

After: Catching up and rounding up

After conferences, many attendees need time to review their time away and catch up on family time, sleep or relaxation. This year’s post-conference social media was heavy on tea, candles and TV. Some delegates were battling an earworm placed by Ian McMillan with his song about conferences, ‘Here come the lanyard people’.

The talk was also of catching up on sessions missed. A couple of weeks after the conference, @HelenSaltedit reported: ‘Just watched my first #CIEP2022 video (catching up with sessions I missed during @the_ciep conference).’ The videoed sessions kept giving, as did the learning points in them. On 18 October @TheClarityEditr wrote: ‘Inspired by Hester Higton’s #CIEP2022 session, I’ve FINALLY made some templates, updated SOPs and added space in my mega-spreadsheet to more systematically calculate project quotes.’

Two delegates wrote round-up blogs soon after the conference that transported us back to the whole experience. Even though her team came fourth in the quiz (down from first last year), Sue Littleford, who attended online, concluded her blog with an uplifting image: ‘The CIEP is the rising tide that lifts all editors’ boats, and at every conference I’m reminded of how proud I am to belong to it.’ Annie Deakins described her sixth CIEP/SfEP conference as ‘great company with fellow editorial colleagues, learning in the form of continuous professional development (CPD), and laughing … so much laughing!’ Sue and Annie also gave interesting reviews of some of the sessions, so be sure to catch their blogs.

The most lasting legacy from #CIEP2022? Even all the happy memories and invaluable lessons had a rival for the prize of what would stay with delegates longest. On 3 October, @ayesha_chari wrote on Twitter: ‘Omg! It’s back in my head! @The_CIEP conference goers, HELP replace the earworm please.’ What, this earworm: ‘Here come the lanyard people …’? Oops! Sorry.

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Resources round-up: Microsoft Word

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Welcome to this round-up of resources compiled by the CIEP. This time, our subject is Microsoft Word.

We have divided our picks into:

macros and other editing tools
Word tips
courses, webinars and books.

Macros and other editing tools

If you work in Word, and you talk to other editors, before long you’re likely to find yourself hearing about macros and other automated editing tools. PerfectIt is used by many freelance editors, and its website contains lots of useful FAQs and tips, as well as video tutorials, user guides and training. If you have further questions, Facebook has a group for PerfectIt users.

Recently PerfectIt launched a Chicago Manual of Style style sheet, which you can access if you’re a CMOS subscriber. Hilary Cadman has reviewed this feature for the CIEP.

Paul Beverley’s free macros, including the popular FRedit, are available through the ‘Macros for Editors’ menu on his website, and he has posted a number of useful explanatory videos on YouTube. Paul has also written a free book, Macros for Editors. Crystal Shelley has reviewed Paul Beverley’s macros.

The Editorium, run by wildcard expert Jack Lyon, hosts the new Editor’s Toolkit Plus 2023, a Word add-in that contains dozens of time-saving tools. The website also hosts EditTools, for editors working on complex documents. Jack Lyon’s Wildcard Cookbook for Microsoft Word, loved by many editors, is available via links on the Editorium site.

A simple tool that’s useful in creating author queries is TextExpander, which creates ‘snippets’ of text that you frequently use, allowing you to add them to a document with keyboard shortcuts.

Word tips

For Word users, there are plenty of tips available online. Allen Wyatt provides well-regarded Word tips. Or look on the Word MVP Site for a range of articles about every aspect of Word, written by volunteers. Or visit Hilary Cadman’s blog for useful tips.

Microsoft itself offers some videos on features like Find and Replace and using Word styles in its Word help & learning section. Or visit Microsoft’s tech community for tips, for example on using Word’s modern comments.

Courses, webinars and books

The CIEP’s Word for Practical Editing helps students to increase their editing efficiency by using Word’s tools and features. Editors Canada has a range of webinars on editing software, on subjects from text expanders and macros to increasing efficiency in Microsoft Word.

Individual editors offer courses on Word, too. Hilary Cadman offers courses on PerfectIt and Endnote, Word coaching, and most recently a course on Word styles and templates. Adrienne Montgomerie offers training on Word Essentials, and a book that can be used for self-study.

Finally, Geoff Hart’s book Effective Onscreen Editing, currently in its fourth edition, is widely recommended by advanced Word users.

About the CIEP

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Photo credits: Laptop and notebook by Maya Maceka on Unsplash; cat on keyboard by Александар Цветановић on Pexels.

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

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

Top tips for non-Word working

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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.

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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

Forum matters: Creating and editing web content

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

Posts on this topic that are more than a year old might be of only historical interest, given how fast technology changes. The threads referred to in this article have been selected because they link pretty directly to work on websites, but don’t forget that issues of accessibility also apply to (or can be found in relation to) other media, such as PDFs.

Your own website

Although many editors and proofreaders rely on social media to network and expand their business, there is no doubt that having your own website helps establish your professionalism and is a good place for information about you that may get lost on Facebook and Instagram, or when LinkedIn and Twitter revamp their algorithms, or a newcomer takes people up another highway. One member’s request, Advice needed: moving from self-publishing to traditional fiction editing, ranged far and wide and pointed to just that conclusion.

Even if you’ve embraced the idea of developing a website it can be a slog, and a quick reach-out via the forums has kept members on track (‘How best to prioritise?’). After deciding to use a website design company, forum members have asked for recommendations, in threads entitled ‘website’ and ‘Web hosting and domain registrars’. Even that tricky sub-subject of emails has been covered in Email hosting recommendations.

Many CIEP members create and manage their own websites and have shared hard-earned advice on sites and specifics. You may already have chosen a provider, but if you are thinking of managing your own website then maybe you should have a look first at: Squarespace help; Creating a website then Websites again; Portfolio on WordPress website and New member & request for advice.

Members have asked each other for a quick review of their new or revamped websites (see Quid (I proofread your website) pro quo (you proofread mine) and quick website check) and for help on specifics such as T&Cs and Domain Name Extensions, or about the principles of Pricing and its absence on editor websites and the Use of first-person in freelance websites. The number of replies does vary, and sometimes the first one nails the answer, while at other times the discussion ranges so far you feel you’ve attended a mini-course in the subject – see Struggling to be competitive.

There are some topics that apply to more than websites but will certainly add a professional gloss, such as a source to spruce up the background of your profile pic in Useful website to create/edit profile pics or useful advice on accessibility in Text colours and backgrounds – best and worst for legibility? and Q about hyperlinks in Forum signature.

Working on other websites

You don’t have to have created a website to be able to work on one (although it does help), but it is worth doing some training on the subject. CIEP offers two specific courses: Editing Digital Content and Web editing. But the forums are also up there when it comes to learning. We’ve all had an itch when we’ve spotted some bad practice and asked ourselves, should I say something? Read the thread and then decide.

You’d think a business would see editing their website as a no-brainer, but sometimes getting at the content can be tricky. Copyediting of websites and general advice on editing a website offer some useful insights and links.

SEO and accessibility are two aspects that you really need to get to grips with if you are going to offer a good service to website clients, and the forums are full of good advice on: best font/typeface for emails; quote marks and other punctuation for easy reading and accessibility; Rewording a bullet list for a website; Should numbers be spelled out in Websites?; Providing hyperlinks: best practice?

Good luck with your own and other websites. And don’t hold back on developing your skills and sharing your experiences through the CIEP forums.

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Photo credit: laptops by Louise Viallesoubranne, notebook and laptop by Marissa Grootes, both on Unsplash.

Posted by Harriet Power, CIEP information commissioning editor.

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

Resources round-up: Copyright

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Welcome to this round-up of resources from the CIEP. This time, our subject is copyright.

How much you need to know about copyright as a publishing professional will vary according to the role you have within the publishing process. The resources in this round-up should get you started in understanding the basics, and at the end we’ll point you towards three courses that will teach you the principles of copyright in more detail.

An overview of copyright

Before launching into the details of copyright, it’s worth taking some time to understand what it is and does. The CIEP’s new fact sheet ‘Copyright’, by Pippa Smart, is a great start here. It covers what copyright is and who owns it, how copyright works can be used, moral rights, and instances where you don’t need permission, plus details like copyright layers and the Berne three-step test, all from a UK perspective. Soon this fact sheet will be available to members only, but it’s currently available for a limited time to non-members too.

Detailed guidance

Once you’re ready to look at copyright in more detail you can find information on the Copyright Licensing Agency (CLA) website, with links to the UK government’s Intellectual Property Office and other official guidance. The UK government is a good source of detailed information on copyright, including a list of exceptions to copyright.

Check out these fact sheets from the UK Copyright Service, too: UK copyright law, using the work of others, understanding fair use and obtaining permission to use copyright material.

Resources by publishers and authors

It can be especially useful to look at copyright from the point of view of publishers and authors. The Publishers Association has produced guidance, as has the Society of Authors. As far as self-publishing goes, Pippa Smart recommends this blog post from the ALLi website about one independent author’s use of song lyrics. Resources by US-based Helen Sedwick on lyrics and images are also useful for self-published authors.

Copyright by the book

A book that many editors will already own is Butcher’s Copy-editing, and Section 3.7 is devoted to copyright permissions and acknowledgements. There are also chapters about copyright within other books about the wider publishing process:

Inside Book Publishing by Giles Clark and Angus Phillips (Routledge, 2019) – Chapter 12 is on rights sales.
The Professionals’ Guide to Publishing by Gill Davies and Richard Balkwill (Kogan Page, 2011) – Chapter 8 is about understanding how rights and permissions work.

If you want to delve deeper, try:

Copyright Law for Writers, Editors and Publishers by Gillian Davies in association with Ian Bloom (A & C Black, 2011), reviewed on the CIEP website.
Publishing Law by Hugh Jones and Christopher Benson (Routledge, 2016).

Courses on copyright

If you’d like more confidence in understanding and working with copyright, a training course may be a good option. The CIEP offers Copyright for Editorial Professionals, an online self-study course of around 30 hours, and the PTC offers Copyright – the basics, an online, half-day course, and Essential copyright for publishers, an e-learning module.

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Photo credits: Laptop and notebook by Maya Maceka, bookshop sign by César Viteri, both on Unsplash.

Posted by Harriet Power, CIEP information commissioning editor.

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

Curriculum focus: Fiction

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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.

Fiction editors use all the same tools as every other kind of editor, but there is an extra dimension to this particular type of work. For this reason, we include fiction as one of the specialist areas, with its own set of competencies. Its main knowledge criteria are: 1. Liaison with the author; 2. Assessment of the manuscript and brief; 3. Structural editing; and 4. Line editing.

The table gives details about the competencies, skills and attitudes that you should be able to evidence under each of the criteria. I’ve listed our suggested supporting resources under the table.

KNOWLEDGE CRITERIA	EDITORIAL COMPETENCIES, PROFESSIONAL SKILLS AND ATTITUDES
3.1.1 Liaison with author	• Understands the importance of being sensitive to the author’s words, creations and intentions and not discounting elements of the work out of hand or imposing the editor’s own viewpoint on the material
3.1.2 Assessment of the manuscript and brief	• Has the 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
3.1.4 Line editing	• Understands the principles of line editing and advising the author of any textual inconsistencies, contradictions and anomalies within the text

Resources to support your learning and CPD

Courses

The CIEP’s Introduction to Fiction Editing is a good start. Another introductory course is Louise Harnby’s Switching to Fiction.

Louise’s course How to Write the Perfect Editorial Report and the following courses by Sophie Playle offer more specialised training:

Tea and Commas: The Foundations of Line and Copy-Editing Fiction
Developmental Editing: Fiction Theory
Developmental Editing in Practice

Books, guides and general resources

The CIEP’s guides Getting Started in Fiction Editing by Katherine Trail and Editing Fiction Containing Gender-Neutral Pronouns by Louise Harnby are free in PDF format for CIEP members. Louise’s books Editing Fiction at Sentence Level and Making Sense of ‘Show, Don’t Tell’ support more specific aspects of editing fiction. These books are part of Louise’s fiction editing resource library, which also contains free articles, booklets and webinars as well as paid content. You can find more books in the Recommended reference books and resources on the CIEP website.

Blogs

Two fiction-based blogs to support your CPD are from Sophie Playle and Emma Darwin, but there are many other well-respected blogs out there. Take note of what your editing colleagues share and recommend.

About Jane Moody

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.

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Photo credits: beach by Karolina Grabowska on Pexels.

Posted by Harriet Power, CIEP information commissioning editor.

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