Category Archives: wise owls

Wise owls: references and citations

References and citations play an important role in many publications, providing evidence to back up an argument or prove a hypothesis, or to encourage the reader to find out more.

This week, the CIEP’s wise owls reflect on references and citations they have known, and the common issues that they come across while working with them.

Hazel Bird

The most glaring issue I tend to come across when I’m editing references and citations is a complete lack of references and citations.

As issues with references go, it’s a pretty big one. But it’s understandable: not all authors have the academic background or training to know how to construct a reference list or even to know that referencing is necessary.

Editors can do a lot to help you work out what needs a reference and how to present your references, but here are a few basic tips that pretty much always apply:

  • If you’ve quoted somebody else’s words, you need a reference.
  • If you talk about a specific idea or concept originated by someone else, or if you discuss their ideas (even if you don’t quote them directly), you need a reference.
  • If you include statistics or results of analyses, you need a reference.
  • Don’t copy someone else’s exact words and present them as if they are your own, even if you provide a reference. You either need to quote them (and provide a reference) or paraphrase their ideas in your own words (and, in almost all cases, still provide a reference).
  • Make the reference as precise as possible – for example, include the page number or the exact URL where you found the quote.
  • If you want to include a quote you found on the internet, you need to check whether the person credited with the quote actually said it. Websites that host collections of quotes are notorious for their inaccuracy. Quote Investigator is a good place to start, but you might need to do some digging.
  • Referencing doesn’t have to be obtrusive: there are all sorts of minimal and even invisible referencing styles that editors can help you implement.

But above all, if in doubt, include a reference!

Louise BolotinLouise Bolotin

I don’t often edit books or papers that contain references or citations, but by far the commonest issue I come across is that they have not been properly formatted. Often, it’s a case of not having read the style guide for a journal, or someone has merged the Harvard and Vancouver styles of citation, not understanding that they are very different. The latter can take some untangling. I once had a client whose journal style guide required authors’ first names in the bibliography – there were a dozen pages of citations so I had to send that back with a note after fixing the formatting. There may be fewer rules for a bibliography in a book – here the most common problem I find is duplicate entries or incomplete entries. It can be quite time-consuming to hunt for information such as the publisher’s location or the relevant edition. It’s like doing a jigsaw puzzle and can be satisfying when you complete it.

Liz Jones

I’m not one of those editors who loves working on references and citations (apparently they do exist), but they are an essential part of our work. One of the best tips I was ever given was to work on the references before the rest of the text. For me, this has two benefits: first, I have an overview of what’s cited, can get a feel for the consistency of the references as a whole, and see what’s missing. Second, this can be a surprisingly time-consuming part of an editing job – so once it’s done, the editing part feels more relaxed (dare I say fun?).

These are some of the most common issues I encounter in references:

  • inconsistency of capitalisation
  • varying elision styles in number ranges
  • inconsistency of author names where they are mentioned more than once
  • problems with the punctuation between elements of a reference.

At copyediting stage, I find the numbering of references is less likely to go awry, as this is built into the working of the Word document, if it’s been done correctly (I realise this is a big if). Sometimes, though, note markers will exist in the text that are not linked to any reference, which can upset the numbering sequence and necessitate an author query. At proofreading stage, one of the main issues I encounter is text markers not matching the numbering of the references in endnotes, so I make sure to check this very carefully, and to double-check it if I need to suggest a change that results in renumbering.

Sue LittlefordSue Littleford

I spend a lot of my time editing references. Here’s what I see too much of – and something I’ve only ever seen once:

  • Ignoring the house style – and, indeed, all issues of consistent style, including the use of et al.
  • Citing impossible page numbers.
  • Still having ‘forthcoming’ for something that was actually published in 2013.
  • Getting the author names out of sequence in the reference and/or citation (or spelling them four different ways within two paragraphs).
  • Missing out elements – I’ve had references that had the author name and an approximation of the chapter title, and nothing else.
  • Cutting or adding text, but not updating the references list accordingly.
  • Conflating references is another good one – easy for the author to do when there are several references by the same people, or similar-looking people, or similar-looking titles.
  • Using the reference list from an earlier version of the work (especially when theses are repurposed as books), as ‘that’ll be close enough’ (I’m quoting a client) despite the cuts and additions made to the original text. I had to polish up my crystal ball for that one.
  • Missing out a hard return at the end of the reference, so another one hides inside it (one of the many reasons I always edit the references first).
  • And in my last book, instead of using the hanging paragraph setting for the bibliography list – or even using hard returns and tabs, as too many authors do – the author used section breaks to change the margins, so each reference took two sections, one for the full-out line and another for the indented lines. Just imagine how much work that was for more than 500 references – only for me to hoick it all out without a second thought.

The CIEP’s References course helps you to:

  • learn how to deal with references
  • find out what you didn’t know about references and fill any gaps
  • explore unfamiliar reference systems
  • discover ways of referencing less typical sources.

Photo credits: Owl by Joe Green on Unsplash

Posted by Abi Saffrey, CIEP blog coordinator.

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

Wise owls: dialects

There are many different Englishes – and there are Englishes within Englishes. The wise owls have turned their thoughts to their favourite features of dialects of England.

Louise BolotinLouise Bolotin

I’ve been a sucker for a flat northern vowel ever since I watched Coronation Street as a kid (long ousted for EastEnders, whose mockney lacks the same appeal). I’m a southerner by birth so when I moved to Leeds in the 1980s I was thrilled to be called ‘duck’ by the Loiners and hear them rhyme bath with math(s). I have an unconscious tendency to mimic other people’s accents, so it wasn’t long before I started flattening my own vowels when in the company of northerners. I quickly added owt, nowt and summat to my verbal repertoire, and have been using them ever since because, well, they are just so much more succinct.

What I also love about northern dialects is the rich vocabulary – I’ve been in Manchester for more than 12 years now and I’m still learning the lingo. Words like bobbins (rubbish) and brew (a cup of tea) roll off my tongue as easily as fookin’ hell (no one swears quite as awesomely northernly as Liam Gallagher), often shortened to ‘kinell. However, I doubt my stepson would approve if I called him ‘our kid’. My absolute favourite is ‘out out’, as in ‘Are we going out, or out out?’ This is Mancunian for deciding how dressed up you ought to be for a night on the tiles.

Obviously, I still get confused when Mancunians say dinner when they clearly mean lunch; I’ve had some awkward attempts to diarise meetings thanks to that. But when I turn up for lunch/dinner, I’m as likely to greet my companion with ‘Yallright?’ as I am to say hi. I’ve lived far longer in the north of England, or Oop North, as I call it, than I have anywhere else, so the accents and vocabulary have left a bigger imprint on my brain than those of all the other
cities and countries I’ve lived in. And that’s not bobbins. Maybe one day I’ll be taken to be proper Manc.

Hazel Bird

A variant of dialects that I find interesting is idiolects, which are
uses or coinages of words particular to individuals or small groups (such as friendship groups or families). They tend to grow organically out of day-to-day interactions, and unlike dialects they can be
cross-regional.

For example, I have just looked up the term ‘hoon’ in the Oxford English Dictionary and learned that it is an Aussie/Kiwi term for ‘behav[ing] in a loutish or irresponsible way; spec. to drive fast or recklessly’. However, by way of a link with rally car culture, my family has come to use it to refer to ruminant animals’ prancing across a landscape. Our definition is quite precise: sheep can hoon; cows, horses and such cannot.

We also use the word ‘puggle’ to refer to (1) the act of moving foodstuffs around a cooking pan to prevent them from adhering to the bottom or (2) fussing a cat. The OED has the meaning ‘to poke out’, which bears passing resemblance to (1) but not to (2). How we came to adopt these meanings is a mystery.

Another oddity is the spelling ‘baout’ (pronounced with extreme emphasis on each vowel) for ‘boat’. A baout can be a water-worthy object of any description, with the word denoting a sense of longing. However, like many dialect and idiolect words, it has a shared significance that is hard to put into words.

I often encounter dialect and idiolect words in my creative non-fiction editing work. When
used well, their effect can be powerful, conveying intimacy, alienation or a little of both.
They can make the reader the author’s closest confidante or deliberately shock them into
a new perspective.

Melanie Thompson reading the SfEP guide 'Pricing your project'Melanie Thompson

Nah then, mardy bum! There are often discussions in the CIEP forum about whether it’s permissible to quote song lyrics, but in this case the famous line is part of my childhood vernacular, and if you tell me I can’t write it, I’ll get a reyt face on.

One of the biggest thrills of my life was to hear that line sung at full throttle by the passengers on the crammed tram conveying myself and my (then) teenage son to hear Arctic Monkeys play in their (and my) home town: Sheffield.

Unlike the next-most-famous city band (the Human League) who adopted the ubiquitous
1980s musicians’ twang, Arctic Monkeys are proper tykes who know how to pronounce Beauchief (Beechiff) and will know that they need to pack their brollies if someone tells them
it’s silin’ it dahn.

Lots of people think they can ‘do’ a Yorkshire accent by splatterin’ apostrophes awl o’er t’ro-ad but Sheffieldish doesn’t work quite like that. Indeed, there are regional variations even within the city boundaries depending on whether the speaker hails from the northern or southern side – and it’s nothing to do with whether they support the Owls or the Blades.*

TV and radio programmes often fail to do the Sheffield accent justice: not all shows can afford Sean Bean (sadly!). But to hear a bit of authentic Sheffield banter, try Tom Wrigglesworth
and ‘family’
on BBC Radio 4. Every time I hear Tom’s fictitious dad answer the phone with ‘Sheffield 973629’ I am transported 150 miles north! (Why do my older northern relatives recite their number?)

I had the full force of my Sheffield accent elocutioned out of me, as a teenager, but my dad is an aficionado. This has been known to cause major confusion among his southern careworkers, but the fuss is usually somert and nowt, such as a mix-up between putting something o’r’ere or o’r theer.

To me, dialects are not just about words and pronunciation, but a way of life – some of which is sadly now dwindling.

Back in the day, my nannan used to gerron t’bus to go shoppin’ dah’n’t’cliff armed wi’a bag o’spice to share with the other passengers! She’d gerroff and buy some breadcakes, peys, a pound of tripe and a bottle of Hendo’s, then reverse the journey to be home in time for dinner.**

As I set off out to play, my mum might have told me not to get my clo’e’s loppy from scrawmin’ around in’t’ gennel; and if a friend later called round for me, the response would be ‘She in’t-in’.

Dialects can be problematic in formal writing and speaking, but they are a matter of great local pride and shouldn’t be regarded as a lesser form of English, in the right context. Nuff said?

Ah’ll si’thi’!

* Sheffield Wednesday and Sheffield United football teams

** My grandmother would get on the bus to go shopping at Attercliffe, carrying a bag of sweets … to purchase bread, peas, tripe and the local delicacy Henderson’s Relish [try it on pie!], and return in time for lunch.

Sue LittlefordSue Littleford

It is my abiding regret that I wasn’t born in my grandmothers’ generation so far as dialect goes, to hear their grandmothers speak. Alas, I am a child of the Fifties, by which time dialect was fading rapidly, and almost gone from my little corner of Hyde, a Pennine foothills mill town eight miles east of Manchester. We were in that select group of people that says scoan, not sconn (much smaller geographically than I ever imagined), and we had ginnels (though not as generally defined – ours were always covered). A buffet (pronounce that T!) was a broad, low wooden stool, an exceedingly useful article, especially for a tiny kid as, if you turned it upside down, you could sit on the underside, surrounded by rather solid framework, and pretend it was a rowing boat. I’m delighted to find it in Oxford Dictionaries at definition 3 (sans boat) and the etymology appears to be Old French into Middle English 600 years ago.

Mum kept an odd bit of grammar going well into the present century. She’d say ‘When I’m waken’ for ‘When I awoke’. And I distinctly recall a small schoolfriend (we must only have been six or seven) tell someone to ‘Stop thy skrikin’ ’ – a term that wasn’t  used in my house, a couple of hundred yards away (not metres, back then), but was easy enough to figure out (‘Cease that noisy crying, forthwith!’) and if you couldn’t, well, it’s in Collins. Its etymology is harder to find, but it looks like being Old Norse for, not very excitingly, to scream or cry. We were just within the Danelaw, back in the day, so that sounds about right. Of course, the people around me didn’t speak a dialect, just as we didn’t have an accent – we just spoke how we spoke, but we knew it wasn’t like those posh folk on the wireless or telly – unless it was for comic effect and Marriott Edgar was being recited (I gave this monologue at a school show, and that was accent, really, not dialect). I’ve been living away for too long now to retain any strong linguistic links to home, and though I do still rhyme grass with crass, and bath with math, I no longer rhyme book with souk. Thanks for a lovely nostalgia trip!


The wise owls pop up on the blog every couple of months to reflect on their experiences on various topics. All are Advanced Professional Members of the CIEP.


Posted by Abi Saffrey, CIEP blog coordinator (who is quite a fan of bishy barnabees).

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

Wise owls: pandemic preparation

We’ve all been affected by the COVID-19 pandemic. We asked our parliament of wise owls what they wish they had known or done – in a business context – before the pandemic and the ensuing lockdown hit.

Melanie Thompson reading the SfEP guide 'Pricing your project'Melanie Thompson

For various reasons, in December/January I didn’t send out my usual ‘Season’s greetings’ newsletter to my clients and colleagues. Then in the first couple of months of 2020 I was too busy to do it (catching up from the things that had delayed me in late 2019). At the end of February I finally had time to write a blog post about my recent situation (it’s up on my website, with a rather unfortunate title, given what has happened since) and left it there for a few days while I put together a short ‘Belated greetings’ newsletter in Mailchimp to send to my contacts list.

But I was keeping a close eye on the news and, as some of my clients were in the countries that went into lockdown before we did, I never sent it.

It doesn’t seem right to send it now, so I’m going to have to wait a few more months and instead of sending a round robin, I think I will send something more individual to each person, especially as some of the recipients may no longer be working. Now is definitely not the time for cheery ‘I’m still here’ emails, I feel.

Moral of the story: don’t leave your marketing to chance!

Liz Jones

When the pandemic hit I’d managed to build up some savings, which are partly ringfenced for tax, but as the payment on account due in July can be deferred this gives me a bit of a buffer if I need it. Even more savings would have been better, however, and I plan to continue to spend less after the lockdown eases, and put away more contingency money in future. I would always advise not being dependent on one particular client for your income, to spread the risk (and it can also jeopardise self-employed status) – and having clients in different sectors is also a good idea, if possible. My tendency is always to fear the worst and try to plan far in advance to mitigate things. I had sleepless nights over the possible impact of the virus on my business back in January, so I wasn’t surprised by the severity of what’s happened or is still happening now. I do have less work than usual, but after a period of coming to terms with things I’m now actively seeking out new work and also investing in training. Despite all this advice, I think it’s important to acknowledge that this is beyond what many of us can plan for in many ways – and in my opinion, part of dealing with it is accepting that.

Sue LittlefordSue Littleford

In most ways, the pandemic has affected me little. I have no dependents, no home-schooling to do, no elderly to fret about. I’m used to living alone, and working from home. I already shopped online for all my groceries. I have a spread of clients that still want to engage me. So I’ve been able to continue with work uninterrupted, it would seem. But no! Lesson one: don’t rely on any one client for an undue portion of your income. One exceptionally well-paying, solid-as-a-rock client is now hit so hard by COVID-19 that, for the first time in nearly 40 years, they’re not going to be producing their flagship annual report. A salutary reminder not to let my client base become unbalanced. Lesson two: unusual times have unusual impacts. Although I’m fine about isolation, I’m not used to having to be isolated. My mood is generally fine, but my ability to concentrate has taken a real hit. Clearly I don’t like being told what to do! I have days when I. Just. Can’t. Even. I know enough to take it gently, put it down to the zeitgeist and crack on when I can focus again. But I thought I’d be immune to that, and it’s an eyeopener to find out I can’t think myself out of how I feel. I’m meeting deadlines, but I have learned that I really need to ensure I take good care of me in order to take care of my business.

Louise BolotinLouise Bolotin

I don’t have a crystal ball and I don’t think I could ever have foreseen such a massive upheaval to my business, and my life generally. Most of my planning for interruption is geared around a savings cushion and backing up my files regularly so I don’t lose anything. And I’d assumed personal illness would be the most likely disruptor rather than a pandemic (although I’ve not yet had COVID-19, as far as I can tell). I could never have predicted that within the space of five days my clients would have cancelled every single booking I had through to June, and I’m not alone in losing so much business. Do I wish I had bought a business disruption insurance policy? Not really. It seems many insurers are refusing to pay out on the grounds that the COVID-19 pandemic counts as force majeure or some other convenient interpretation of the small print, so I’m glad I saved the cost of the premiums.

I’ve used the downtime to invest in some CPD, but I wish I’d done it 18 months ago when I first decided I should do the course – it would have given me a broader client base and possibly kept me in work for those first critical weeks. I also wish I was already the owner of a webcam – as work-related stuff moved online, such as networking meetings, I was at a huge disadvantage. Webcams had sold out everywhere and it took me a month to obtain an affordable one. And I wish I already owned a set of hair clippers – lockdown hair on Zoom is not a good look and I’ve still not managed to buy any because, guess what, they too are sold out! Work is slowly starting to return to me, but if I’ve learned one thing it is that no matter how well you might think you have prepared for disruption it is unlikely ever to be enough if a pandemic strikes. But you can use this one to prepare for the next one. Because there will be a next one.

Hazel Bird

To an extent, for me COVID-19 has just amplified or accelerated issues I was already facing in my business. I decided a while back that I was relying too much on one big client, so I’ve spent the past few years deliberately diversifying my client base. I’m glad to have made that effort, because different sectors seem to have been affected differently by the crisis. Whereas most of my work for charities has been put on indefinite hold and a medical book is delayed while its authors focus on rather more important frontline work, business and academic clients have been more fruitful. It seems likely that things will continue to be volatile for some time, so it can help to have as many potential sources of work as possible.

One thing I do wish I’d put in place before the crisis is a pot of money specifically dedicated to training – a sort of ‘in emergency break here’ fund. I’d already determined that I’d do at least two major pieces of CPD this year – the CIEP conference and the PRINCE2 exams – but had assumed I’d have cashflow ready to pay for them when the time came. The conference is no longer going ahead,* but the prospect of a reduced workload seems to make PRINCE2 all the more logical as a target for this year. I still hope to do the exams, but a ringfenced fund might have taken some pressure off.

Mike FaulknerMichael Faulkner

Life in lockdown hasn’t been all that different, either professionally or personally. In the case of the former, I suppose this is because most of us work in our little bunkers from home in any case; and the latter, because we live in a fairly remote part of Argyll and feel somewhat isolated – we tell people we have been self-isolating for five years …

However, there is one weakness in terms of my work portfolio that the COVID-19 crisis has brought to light. A large part of my work is for either law publishers or independent novelists, and because the rate for the independents is a little higher, I have tended to refuse or pass on more of the legal stuff in the past. This has worked well but in common with a few others who do a lot of fiction, I found, rather counter-intuitively, that enquiries from self-publishers went down rather than up during lockdown. I’d be interested to hear from others why they think this should be – perhaps there will be a tsunami of enquiries a month or two down the line when the fruits of all these ghettoed scribblers’ labours see the light of day.

Whatever, I am going to make a conscious effort to maintain a more even balance in the future!


* We hope that there will be a virtual CIEP conference this year.

The wise owls pop up on the blog every couple of months to reflect on their experiences on various topics. All are Advanced Professional Members of the CIEP.


Photo credit: wrupcich on Pixabay.

Proofread by Victoria Hunt, Intermediate Member.
Posted by Abi Saffrey, CIEP blog coordinator.

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

Wise owls: managing money

It’s coming up to the end of the UK tax year (5 April) – the CIEP’s wise owls have turned their thoughts to keeping track of income and outgoings.

Liz Jones

Here are some things I’ve learned about managing money in 12 years of freelancing:

  • Tax is a potential killer. I’m happy and proud to pay tax, but it’s one of the things I’ve found most challenging to manage in terms of cash flow, especially in years when I’ve taken a few weeks’ ‘maternity leave’. It’s really important to set aside more than you think you’ll need: if your earnings fluctuate, so will your tax bills. I’ve found paying an accountant to be a worthwhile cost to help me get my tax calculations right and understand how I can make the most of allowances.
  • It’s essential to get into a position where you’re not depending on a particular payment being made on time in order to pay vital bills such as the rent or mortgage. Even with the best clients, timely payment is not 100% reliable.
  • I never justify charging clients a high rate by citing my circumstances. As it happens, mine is the main income for my family, but that’s irrelevant to them. They’re paying for my work, not to support my lifestyle.
  • I use FreeAgent to manage my invoicing, and my accountant takes the information directly from this to complete my tax return. It’s not free but it’s saved me a lot of time over the past few years.
  • I chase invoices as soon as they go overdue. After once losing nearly £2,000 on an unpaid invoice when a client went into administration, I also invoice regularly in smaller stage payments for large jobs, to mitigate the risk of a client going bust.

Louise BolotinLouise Bolotin

My nickname is The Spreadsheet Queen! I use spreadsheets for everything, although I’m barely proficient in Excel. No matter, as you don’t need to be. I created a spreadsheet to track my invoicing just by setting up a few columns with headings such as date, client, what the job was, PO number (if applicable), how much I billed, when I invoiced, when the money is due, etc. I have extra columns for notes and to tick off when my client has paid. I also have a spreadsheet for tracking client hours, with my per hour rate in a column. I bill some of my clients monthly, so I can tot up jobs on the tracking spreadsheet and transfer the billable sum to my invoicing one.

My outgoings are minimal – I’m mindful that expenses are tax-deductible (mostly). My biggest expenses are my CIEP fees (and conference, if I decide to go) and my trade union subs. Then there are costs for software, and, occasionally, stationery, plus fees for my accountant and PC fixer (an essential expense!). Again, I track all these on a spreadsheet – it’s useful to see how much I’m spending per year, including versus how much I’m making. I aim to limit expenses to 5% maximum of my turnover, but it’s usually below that.

I check my business bank account on my phone daily to see what’s gone in (or out). Yes, I have a separate business account – I find it easier to track income and expenses without having to trail through my supermarket shopping, Spotify subs and utility bills. It’s not possible to separate business and personal completely, but it’s about 99% foolproof. I set aside 20% of every invoice as it’s paid – it goes into a dedicated savings account for my tax bill after my accountant has filed my tax return. Setting that aside also stops me from thinking I have more disposable income than I actually have.

Hazel Bird

Managing money is about finding a system that suits your business model. For example, if you’re raising lots of low-value invoices, it might be worth paying for a system that raises, sends and tracks invoices for you, and integrates this data into an accounting package. I’ve seen CIEP members recommend the likes of Crunch, FreshBooks and QuickBooks for this purpose. I tend to raise fewer high-value invoices, so I use an Excel template (which I complete and convert to PDF) and do my tracking in Google Sheets. This lets me geek out with functions to create my own personalised reports. It also means I have no money-management-related expenses beyond the time I take.

It’s definitely not essential to have an accountant, especially if your finances are simple. But naturally this means keeping on top of current tax and accounting requirements, particularly if you’re registered for VAT or invoicing clients in jurisdictions outside the UK. Members often raise very helpful threads on these topics on the CIEP forums.

Finally, there’s a stereotype that freelancers never complete their tax returns until the week they’re due – and then discover we owe the government far more than we expected. I’ve always consciously avoided that approach, because it’s important to me to know my exact tax liability and ensure my cash flow will cover it. To make this as painless as possible, I tend to be one of those insufferable people whose accounts are always up to date. This is inevitably a bit tedious, but it shouldn’t be too tedious. Your system should slot into your work as seamlessly as possible. Money management should serve our businesses, not the other way around.

Nik ProwseNik Prowse

A wise man – a mentor from my early days as a freelancer – once said to me: ‘Put aside your tax money before you spend it.’ He also advised separate bank accounts. So I have a bank account into which all of my business income goes, and as soon as I have a receipt I put a percentage of it into a savings account to cover tax and National Insurance. I set the percentage slightly over what my tax will be, so that I save something each year just by hiving off my tax money.

I don’t use anything other than Microsoft Excel to manage my business income. I have a spreadsheet with columns for date, project name, invoice number, ingoings and outgoings, with a reminders column for payments due for bills and the mortgage. I have separate sheets for the money put aside for tax, business expenses and income from clients. That way, when my tax return is due my business income and outgoings are all present in one handy file.

These two systems have always allowed me to know how much I have, and to be certain that I can’t dip into crucial money that will need to be paid to HMRC.

Sue BrowningSue Browning

My key advice is to do things as you go rather than leaving them to pile up and need sorting out later. Sent an invoice? File it and record it on your income sheet. Renewed your CIEP subscription? File the invoice/receipt and record it on your expenses sheet. I give each invoice and expense a unique reference. Then each month, I download my business bank statement and reconcile it with the invoices issued, marking up each item on the statement with its reference number in my accounts. This reconciliation takes me less than half an hour each month. I do everything electronically, scanning paper receipts on the rare occasions I receive them. I also use a program called Cushion for scheduling, time-tracking and invoicing so my information is all in one place, but do what works for you.

I also put about 20% of my month’s income into a savings account earmarked for tax. This means I don’t dread the total when I submit my return. My accounts spreadsheet has a totals worksheet that collects the monthly figures and gives me an annual total. Come tax return time, I have only to refer to that sheet, knowing that all my invoices and receipts are in order, so my tax return takes me about half an hour. That’s when I am grateful to past me for taking a few minutes regularly to keep on top of things.

Sue LittlefordSue Littleford

Knowledge is a wonderful thing. First, know your money style. Are you disciplined? Does it trickle through your fingers? Track your invoices, and pounce on any that become overdue the first day they’re overdue. Don’t be shy. You’re in business, not pursuing a hobby. Be polite but firm, and repetitive – it works in most cases. Don’t be afraid you’re ‘nagging’ – you’ve done the work, so your client should pay up! Budget for your business and household expenses: work out what you want to spend on training, marketing, CIEP membership and conference attendance, materials, resources and overheads – and know when those become due.

Work out what you need to live on, likewise. Use that knowledge to help you set the hourly rate you want to earn. A simple spreadsheet of your invoices with a running total can be used to forecast your tax and National Insurance bill. According to your money style, either save enough from each paid invoice to pay the tax on that invoice or do your tax return as early as you can and set up a direct debit with HMRC to pay in monthly instalments (more like a PAYE scheme, and there’s no temptation to dip into your tax pot before you pay it to HMRC). With interest rates so low, the satisfaction of knowing you’re paying down that tax bill rather than saving the money and earning on it may balance out easily. Attend HMRC webinars on business expenses and filling in your tax return.


If you’re starting out on your freelance journey, the CIEP’s guide Going Solo covers the finance basics, including tax and record-keeping obligations.


Photo credit: owl – Dominik VO on Unsplash

Proofread by Victoria Hunt, Intermediate Member.
Posted by Abi Saffrey, CIEP blog coordinator.

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

 

 

 

 

 

Wise owls: how I found my first client

All freelance careers start with tracking down that first client. Even the wise owls were chicks once (though probably still wise even then), and their experiences show that there isn’t just one way to go about getting that first paid project.

Sue LittlefordSue Littleford

I’ll talk about my early career, as my first clients came to me via a now-defunct route. It’s a long time since eBay had classified ads! I also picked up a couple of jobs through Gumtree. Two of my first actions on hanging out my shingle were joining SfEP and getting my website up and out there. My website brought in a few more clients who had found me courtesy of Mr Google – including a novelist I still work for some 12 years later. I also picked up a couple of jobs from what is now IM Available. But my big break was from answering an Announce that went to the whole of the membership (most go to just Advanced Professional and/or Professional Members) – I picked up my first packager client and that broadened my horizons and my experience hugely (which I promptly reflected in my CV). In the early days I also had an (expensive) ad in Yellow Pages, which I cancelled after two years as it was ineffective. But a few days before it was due to come off Yell’s website, a packager looking to hire only editors within the county found me (phew!). We did lots of work together over the ensuing years. I’d certainly advise not putting all your marketing eggs in one basket.

Liz Jones

My first client was the employer I’d just left – a non-fiction book packager. For a while I combined freelance project management (essentially continuing my old job) with working on small editorial jobs for them, alongside another major client (an educational publisher) secured via a former colleague. This all sounds too easy – and it was: it only deferred the inevitable need to find a range of clients, to mitigate the risk of working freelance. At first I suffered many sleepless nights: how would I pay my bills if the packager stopped using me? I realised I needed to take control, and worked hard to gain new work streams – in related areas via old colleagues, and also by ‘cold-emailing’ publishers and other potential clients. It took a couple of years, but I was so glad I put in the effort to market myself at that point. I felt more in charge of my career, and expanded into new areas of work. These days I still work for my first client, but only very occasionally, and I try never to be in the position of worrying about a single client dropping me. (Of course I still do all I can to retain my favourites!)

Nik ProwseNik Prowse

I was forced to find my first client, because I was staring down the barrel of a 3-month redundancy notice. At the time I was working at home, but as an employee, as a staff editor for a science publisher. I needed a change, and redundancy (I realised later) was an opportunity. After deciding to go freelance I made a list of every science publisher I could think of and emailed my CV to commissioning editors, desk editors and managing editors, with the promise of following up by phone a few days later. Most approaches fell on deaf ears. A few turned into paid work in the long term. But two came up with immediate work. One was a European journal publisher offering a very low rate but frequent work. The other was a major university press. The person I’d emailed had a book to place, on molecular biology, and I could start on Monday 16 February 2004. Which was good timing, as I became redundant on Friday 13 February 2004 (very apt). So I finished the working week as an employee and started the next as a freelancer. It made me realise that many freelance opportunities are down to luck, but that you can make your own luck.

Hazel BirdHazel Bird

My first ever piece of work as a freelancer paid £19.03 and took me six hours to complete, so I earned a princely £3.17 per hour. This was back in 2009. I was working full time as an in-house project manager for Elsevier, but I was also in the process of completing the Publishing Training Centre’s distance learning course in proofreading, and I wanted to take on some actual proofreading to keep my future options open.

The client was one of those agencies that arranges proofreading for students and academics. I believe I found them through a Google search for proofreading companies. I know that I completed a test, and I was then added to their list and offered work according to when I was available.

I worked for the agency for around eight months (I stopped after I left my job and began freelancing for my old employer). I worked up to completing around 2–4 articles per week, and by the end of the eight months I was regularly earning over £15 per hour, which I considered a good rate for someone of my experience. There were aspects of the work that weren’t ideal (such as having no contact with the authors and very little feedback), but it gave me a lot of relevant experience to help me upgrade my SfEP membership.

Louise BolotinLouise Bolotin

My first job came from another, now retired, SfEP member. I had joined the society less than a fortnight earlier, but just in time to put my credentials in the next issue of the old Associates Available. My benefactor lived in my area and quickly got in touch to say she’d had an email from a marketing and comms company based somewhere between our two locations. They needed someone to work in-house for half a day to proofread some web copy. Did I want the job? Well, yes – of course! She passed my details to her contact at the company and the following week I found myself on a train to mid-Cheshire, where I spent several frustrating hours working for the comms company. Yup, it turned out to be a nightmare job and getting paid was also a hassle. But the point is, never underestimate the power of networking and getting your info in front of other people’s eyeballs. Despite plenty of experience, I’d only just returned to the UK after 13 years abroad and I had no contacts. I was very grateful for that first gig. Associates Available has been replaced by IM Available but is as useful as ever for picking up those early jobs that can help you start to build experience and a portfolio.

Michael FaulknerMike Faulkner

This is how I found, not just my first, but my first dozen jobs – so I recommend it as a useful approach for all newbie proofreaders! The only qualification is that you need to be up for academic proofing.

There were three stages:

  1. I worked up a good understanding of the (quite strict) parameters for academic proofreading – in this context I mean dissertations and theses by undergraduates and post-grads, not papers by academics for publication.
  2. I went through my contacts – and my family’s and friends’ contacts – for anyone with any connection, even tangential, to university lecturers in any area with which I was comfortable (I concentrated on arts and particularly law), whether academics, journalists, current students or fairly recent graduates. I was interested in the names of lecturers/profs/supervisors who I might approach, and armed with those names and the courses they taught I got the relevant contact details from their institutions.
  3. I wrote a short, practical, helpful email to each person on the longlist, explaining my qualifications/training; my understanding of what is and is not acceptable in an academic context; how I might hopefully make their life easier (obviously you can’t say this last directly but it has to be implied, possibly with humour); and how swiftly I was able to turn work around.

My first job, for a Saudi student at Kings College London, came almost immediately and I have since worked on many papers by students of the same supervisor. Same for a number of other professors, so for work on which I was able to cut my teeth this approach was pretty successful.


SfEP Members can find out more about IM Available by visiting the Members’ Area on the SfEP website.


Photo credit: owl Alexas_Fotos from Pixabay

Posted by Abi Saffrey, SfEP blog coordinator.

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

 

 

 

Wise owls: the best thing about the SfEP conference

It’s SfEP conference week, and attendees are starting to get excited and/or nervous! The wise owls are here to let first timers know what they’ve got to look forward to, and to remind old hands why they keep going back.

Melanie ThompsonMelanie Thompson

What’s the best thing about the SfEP conference? I didn’t need to spend any time at all thinking how to answer that question: it’s the people!

I’ve been to many other work-related conferences, and none are so friendly or welcoming. The first conference I attended was in Edinburgh (in the early 2000s). A meal was arranged for the first evening, and a Council member said hello and introduced me to some other people and I haven’t looked back. I still chat regularly to some of those I met on that first evening and, as I often say in answer to similar questions, I wouldn’t have been able to stay freelance for almost 20 years without the supportive and helpful people in this Society. You’re all bloomin’ marvellous!

Oh, and the opportunity to take part in concentrated, high-quality CPD is, of course, very valuable.

Sue LittlefordSue Littleford

The absolute best thing about the SfEP conference is getting outside your own work bubble. Quite aside from the risk of isolation for those who work freelance from home, for those of us who have never worked in-house (and we are legion), it’s easy to develop your own ways of doing things, not really knowing how you compare on the standard of your work itself and what is best (or at least better) practice in how you handle your clients and approach your workload. If you’re in-house, but have had only one publisher employer, it’s so easy to believe that their way is the only way, or certainly the best way, of working. The conference gives you the chance to go to sessions that will enhance your appreciation of your position within Editor Land – and even if all you get from a particular workshop is validation of your own routine (comforting and confidence-building as that is), then a comment your neighbour makes during an exercise, or a question someone raises, or answers, may be like a lightning bolt. That’s happened to me several times, to my immediate benefit (and that of my clients).

And once you’ve been to enough conferences that you’ve covered all the core skills from several angles, there’s always more. Go to a session that you normally wouldn’t think of (to my regret, I keep missing the bookbinding events. One day … !) or one of the panel discussions and step into the wider editorial world.

Liz Jones

Yes, there’s the CPD aspect, the cooked breakfast, the lockable door on a room of one’s own, the challenging campus map, the possibilities for fruitful networking. But the best thing of all about the SfEP conference – and I say this as a confirmed introvert who is easily exhausted by too much time in the company of others – is the people. Forty-eight whole hours among kindred spirits: collectively some of the most welcoming, humble, skilled, interesting, humorous and supportive people I’ve ever encountered. I’ve been attending the conference since 2013, with one year off, and it’s one of the highlights of my year. I talk (and listen) enough during those two days to last me for the remaining 12 months, and it makes me very happy.

Louise BolotinLouise Bolotin

Is there anything that is not a best thing about the conference? That’s not a rhetorical question – there is so much that is good, nay brilliant, about our annual gathering that it’s hard to decide what deserves the title of ‘best’. The workshops and seminars are invariably informative, useful and enlightening. Sometimes even career-changing. Last year, my big takeaway was the decision to do the SfEP course on medical editing after attending Julia Slone-Murphy’s introductory workshop. I’d been toying with a move into this kind of editing for a while, and the workshop confirmed I should do so. A year later, I’ve yet to sign up for training – I’ve been too busy with work and a family crisis – but I’ve earmarked time for this autumn to get started. I also found the workshop on growing your business packed with simple and free ideas that I’d never even thought of before, let alone considered. It is these kinds of sessions that are a major attraction for me – the chance to learn something new and apply it to how I earn my living.

Then there’s the lectures – as entertaining as they are educational. The opportunity to hear experts on the future of our industry, or expounding on some language issue or other, is something all delegates should get out of bed for in time! Last year’s lecture on US v UK English by Lynne Murphy was a classic – buttock-clenchingly hilarious, but also with serious points to make on the nuances of editing. (Ditto the mini lecture on dealing with the sweary stuff – which was educative, informative and a full-on side splitter.)

In the end, it’s the people who make it what it is. The chance to put names to forum avatars, catch up and have a good gossip with long-standing colleagues, meet the directors, and basically just hang out. The conference is work, but it’s also a break from work and hanging out with other editors really is one of the best bits. Just don’t do what I did and rush up to someone you’ve been dying to meet for a decade just as they’re entering a toilet cubicle …

Hazel BirdHazel Bird

For me, the best thing about the SfEP conference is its ability to shake me out of my tree. Don’t get me wrong, I peer out from between the branches regularly by attending local groups, following editorial discussions online, and generally expanding my awareness of editorial techniques and perspectives. However, at the SfEP conference, the sheer volume of information that you get – and the unexpected, serendipitous, surprising nature of it all – is unbeatable.

I’ve been to five conferences in the past and have returned from each one re-energised and refocused. Sometimes the snippets I’ve picked up are more directly editorially relevant and sometimes the link is more tangential. For example, at the 2017 conference I was finally persuaded to try TextExpander, which has sped up the repetitive aspects of my communications with authors considerably. However, at the same conference, Julia Sandford-Cooke mentioned the podcast How I Built This, which is a series of interviews with world-famous entrepreneurs. The scale and nature of their ventures are a million miles away from mine, but the show has become one of my staples for its ability to make me think about how I run my business and relate to my clients. Other times at conferences, sessions have simply boosted my confidence in a skill I already had or given me a shot of enthusiasm to try something new.

I thoroughly recommend the SfEP conference for its ability to support us all in being informed, educated and enthusiastic editorial professionals.


This year’s SfEP conference runs from 14 to 16 September, at Aston University, Birmingham. Follow what’s happening on Twitter (and other social media platforms): the hashtag is #sfep2019


Proofread by Alice McBrearty, Entry-Level Member.
Posted by Abi Saffrey, SfEP blog coordinator.

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

 

Wise owls: the best CPD I’ve ever done

The wise owls are soaring into summer with some reflections on the best continuous professional development (CPD) they have undertaken.

Melanie Thompson reading the SfEP guide 'Pricing your project'Melanie Thompson

About 25 years ago my employer sent me on a three-day training course called ‘Selling for non-sales staff’ (or some such title). The underlying ethos of the course was that people buy from people and that it’s best to engage potential clients in conversations to try to find out their aims and needs rather than to deluge them with a list of your (your company’s/product’s) ‘features and benefits’. It all seems rather obvious, once you pause to think of it, and it’s something I’ve tried to remember ever since.

But I learned a much more important lesson during the role play (two words that fill many freelancers with dread); namely that it’s important to ask open questions. At that point, with only a few years’ work experience under my belt I’d never even heard of the concept of ‘open’ and ‘closed’ questions. That was one of the most valuable lessons I have ever been given – of benefit for both business and personal interactions.

Sue LittlefordSue Littleford

I’ve done plenty of CPD as a copy-editor, but the best was probably a one-day business finance course I did yonks ago. From that course I picked up two nuggets, both of which I’m apt to trot out at the least provocation: (1) it’s easier to save money than to make money (as I said last time) and (2) cashflow is even more important than profit.

Cashflow is simply having enough money coming in to cover your commitments: enough to pay your mortgage or rent, fuel and power, tax bill and internet connection, and still put food on the table. But freelancing doesn’t lend itself particularly easily to smooth cashflow. This is why budgeting is so important – you need to understand how much money you need to make and when your invoices are likely to be paid, follow up late payment quickly and often, and price your work correctly. It’s also vital to do all you can to build up a cushion to tide you over the lean months. With many business clients paying on a 30-, 45- or even 60-day cycle, you can find yourself with loads of cash one month and almost nothing the next, even if you’ve been working steadily. Calculate what you need and make it a priority to save enough in the bank so that you can still pay your bills – and replenish what you spend. Then squirrel away a bit more to help you should a client suddenly go bust. After that, you can go and whoop it up in the fat months!

Liz Jones

I’ve undertaken plenty of CPD in the decade I’ve been freelance, including attending various SfEP courses and five conferences. They’ve all helped me a lot in terms of teaching me new things, giving me more confidence to run my business, and helping me access a wonderful international community of editorial professionals. Perhaps the thing that has been best for my own learning, though, has been teaching other editors via the SfEP’s mentoring programme.

Helping others learn how to do things has compelled me to examine my own practice, and improve it. It’s been necessary for me to find out more about how to do things myself to be able to explain to others how to do them. I’ve been amazed by the high standard of many of the people I have mentored over the years, in copy-editing and proofreading – and inspired to up my game as a result.

Nik ProwseNik Prowse

I was lucky when I started in publishing that I found an employer willing to train me, fresh from my PhD, in copy-editing and proofreading. Those classroom courses at Book House in London – three days of copy-editing and one of proofreading, run by the Publishing Training Centre – were the most valuable of my career as they set me up in what I was going to do, every day, working in-house. The experience I gained on the job after that had a firm bedrock on which it could be built. But is that CPD? I’d only just started so it was more like IPD – initial professional development.

But since being freelance it’s harder to point to any one day or piece of CPD and say ‘yes, that’s the best bit’ because CPD builds you incrementally into the publishing professional you are at any point. Once you have done the basic training the continuation and building of a career is less about huge leaps in knowledge and more about little nuggets of information and wisdom that change one’s practice and allow you to make small improvements in the services that you provide. On reflection, in recent years my most inspiring piece of CPD in terms of the renewed enthusiasm that it gave me was the SfEP’s Education Day in London in early 2018. It featured a day of speakers who weren’t so much teaching as giving a state of the industry, a snapshot of the state of affairs for editors. After that event I wanted to improve the service I give to educational publishers, as it’s an aspect of my work that I hugely enjoy but which is also challenging too, at times. That day was less about learning something new and more about garnering a new resolve for the work that I do.

Margaret HunterMargaret Hunter

The best CPD I’ve ever done is undoubtedly all the opportunities I’ve had for learning on the job. I love how pondering the different writing styles (and quirks) of different authors makes me question my assumptions. If something’s not written the way I would do it, is it wrong, or do I need to broaden my editorial horizons?

I’ve been editing for a long time but I still get stopped in my tracks and have to look things up, and I think that’s no bad thing. It also makes me think about how much (or how little) to change and how to let the author’s style through, rather than my own preferences. (But I do love a job where the author doesn’t care and is happy for me to preference away!)

Sometimes an author does something ‘odd’ so consistently that I begin to doubt myself, and often the more I look at it the more odd it looks! It’s a great opportunity to look up various style guides, consult the reference books or ask on the SfEP forum. It’s great revision, or it’s a great revelation. In any event, it’s great CPD.

LLouise Bolotinouise Bolotin

Back in 2001, I joined the editorial team at a large investment bank in the Netherlands where I worked on a huge range of equity analysis reports. I had only a lay knowledge of stocks, shares and the markets when I took the job. My boss sent me to London for a week to learn how to analyse and value a company. I didn’t quite manage to complete the final tasks on the last day – they required too much algebra, but I learned so much anyway. I’d never thought myself very numerate, despite being able to tot up Scrabble scores in my head and check a restaurant bill is correct. The course proved otherwise – I am. And I can read balance sheets, profit and loss accounts and more like a pro. I can skim a financial report and instantly understand the underlying issues. I can scan financial tables and errors leap out at me. Best of all, I gained confidence in my ability to handle figures. And while I still edit financial materials of all sorts, I can apply what I learned on the course to all kinds of other things I edit (annual reports a speciality). So thank you, Frans!


The SfEP’s parliament of wise owls started sharing wisdom and experiences back in 2016. All of the wise owls are Advanced Professional Members, with many years of experience and thousands of hours of CPD between them.


Proofread by Emma Easy, Entry-Level Member.
Posted by Abi Saffrey, SfEP blog coordinator.

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

 

Wise owls: a nugget of wisdom

The SfEP’s wise owls are back – and have been thinking about what little nugget of wisdom they would love to have been able to tell their newbie selves…


Two stone owl ornaments, on a log in front of a flourishing garden

Sue LittlefordSue Littleford

Find out what you need before buying

Start small, and don’t anticipate your needs, which translates into Think Before You Spend. As a rookie (copy-editing is my second career, and I had no prior experience in, nor even links to, publishing), I was keen to set everything up ‘properly’ – even before I had a business to speak of. I’d talked to freelancers I knew in a different field and they recommended setting up as a limited company from the get-go. All that money wasted when I was just setting up and every penny counted. Ouch! Turns out, in EditorLand at least, being a limited company is almost always something you grow into – and may never need. Then there were all those books. So many books! I never need an excuse to buy books – and I suspect neither do you. Hold back. Some were essential once I’d got myself some clients, but most were outclassed by the internet. (The internet can be fickle, so I’d recommend having your most heavily used resources in hard copy too, if they exist.) Amazon was already well established when I was starting out – I could get books the next day if I wanted. So that’s my nugget of wisdom – find out what you need, then buy it. Don’t buy anything and everything vaguely to do with editing and writing to see if you actually will use it. New business owners, repeat after me: it’s easier to save money than to make money. (But do invest in training!)

Melanie ThompsonMelanie Thompson reading the SfEP guide 'Pricing a project'

Take time off if you’re faced with a family crisis

It’s easy to think you can power through problems, or use work as a ‘distraction’, but you can’t be sure your concentration will be sufficient to keep all the plates spinning, and your clients won’t thank you for a rushed or below-par job.

Michael FaulknerMike Faulkner

Know your limitations

I began my freelance career with proofreading, and my biggest challenge from the start was to stick to the parameters, my course tutor Gillian Clarke’s admonition ringing in my ears: ‘Leave well enough alone!’ It’s excellent advice and I did try, but I found myself adding more and more marginal comments to the proofs until eventually I was reframing with gay abandon.

My lightbulb moment came several years later, when I finally admitted to myself that I was not temperamentally equipped to be a proofreader. I didn’t have the self-discipline. Gillian had been right in her assessment that I was too inclined to intervene, and by then I was really pushing the boundaries, encouraged by a law publisher from whom I was getting a lot of work (still am) and whose senior editor said she ‘appreciated proofers who approach everything with an elegant scepticism’. When I made the switch to copy-editing I was much more comfortable.
So, my advice to my freshman freelance self would be, ‘Know your limitations!’.

Liz JonesLiz Jones

Learn to chill out

It always feels good to push yourself hard, to please a client, to go the extra mile, to bask in praise for all your hours of hard work and extraordinary diligence. But remember to look after yourself too, and establish boundaries. So, learn to recognise unreasonable requests, and then learn to say no to them. Learn to give yourself time off. Learn to question whether it really needs to be done by last thing on a Friday, or if Monday morning would be just as good. Learn to look hard at what the client is offering and assess whether it’s as good a deal for you as it is for them. Learn to say no as well as yes. Learn to ask for what you need to do a job well, and to have a life outside of work. Learn to chill out.

Hazel BirdHazel Bird

Have confidence, and prioritise

This year, my editorial business turned ten. In those ten years I’ve vastly expanded both my skillset (from being nervous of any copy-editing at all to managing and co-editing multi-million-word works) and my subject specialisms (who knew this English literature graduate would end up copy-editing postgraduate-level psychology?).

The nugget of wisdom I’d give to my 2009 self has two parts. The first would be to have confidence in exploring the aforementioned skillset and specialisms. As long as it is done mindfully, incrementally and with due diligence, expanding into new and varied realms can be one of the most rewarding aspects of editorial work.

The second part would be to prioritise finding a time-planning system capable of forming a solid foundation for this expansion. I have pretty much never missed a deadline, but sometimes that has been to the detriment of my work–life balance. I wouldn’t tell 2009 me never to take jobs that would involve working crazy hours (such opportunities can pay off exorbitantly in terms of job satisfaction and stability). However, I would encourage her to put more energy, earlier on, into finding a system that quantified the crazy, so as to be able to make better-informed choices about what an opportunity would cost in terms of time.

 

Proofread by Joanne Heath, Entry-Level Member.

Posted by Abi Saffrey, SfEP blog coordinator.

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

Wise owls: 2019


Multi-coloured metal owl sculpture
It’s 2019! The SfEP’s wise owls are hatching plans for the year ahead.

Nik ProwseNik Prowse

I aim to grow and develop my business every year, to be able to look back a year on and identify what’s different – and better – than it was 12 months previously. I don’t always know what direction that change will take me at the outset, as it may be based on chance encounters. But I am open-minded about change, and make it work for me and my business when opportunities arise.

This year my focus is on developmental editing. It’s a challenging task, and every job is different. The recent SfEP Education Publishing Update in London sparked this notion. Of note was a talk on the changing nature of relationships in publishing, including packager clients. And Astrid deRidder’s closing session was empowering in the way it told us to make all our skills known to clients, because they’re often crying out for them (who’d have thought syllabus mapping was such a sought-after skill?).

On a personal note my eldest is going to university this year, so there will be big changes at home, and in June I shall be seeing Metallica live for the fifth time (and the first in 20 years), no doubt reminiscing about when I first saw them as a spotty teenager in a field in Derbyshire in 1990…

Sue LittlefordSue Littleford

I’m hoping 2019 will mean finishing off all those things I started in 2018 – primarily training, but also uncovering my desk. The PTC Adobe tools for editors course, Hilary Cadman’s PerfectIt duo and a MOOC on humanism all languish either just started or not-started-but-still-paid-for. The latter part of 2018 kinda got away from me, so my resolution this year is to catch up! If I can get into the routine of scheduling (and sticking to) time to spend on training courses that require self-starting rather than leaving the house and showing up (which is much easier to prioritise – at home, there’s always paid work that gets preferential treatment, or lazing around doing nothing, dressed up as R&R), I’m hoping to continue with some of the newest PTC online courses – Copyright Essentials, Editing Illustrations and the Copy-Editor’s Guide to Working with Typesetters all look juicy. (I really feel I should point out that I’ve already done all the SfEP courses that are relevant to me!) Looks like I’ll need to get the garbage off my desk soon. Of course, there are other things I want to achieve in 2019. I’m toying with the idea of rebranding, for one (something else carried over from last year). And I want to get a proper disaster recovery plan implemented and maintained. Too much head-in-the-sandiness and mindless optimism could bite back, there, so that really needs to be tackled.

Mike FaulknerMichael Faulkner

2018 was challenging, so for the first time in years I made some New Year’s resolutions aimed at finding a more sensible work–life balance:

  1. Introduce some predictability into regular work, ha ha. Much of my bread and butter work is copyediting and proofing law books, which I enjoy – but these projects come randomly and often with tight deadlines, so I’m asking clients to book further ahead. Also exploring the idea of a retainer for one or two publisher clients, which I know works for some colleagues. It would be lovely to put some structure into 2019!
  2. Put Pomodoro to work. I have been trying to take five minutes away from the desk every forty-five minutes, and it really does help with productivity, but when the pressure is on I ignore my little pop-up reminder. This must stop – the regime is even more important when the pressure is on!
  3. Exercise every day, twenty minutes minimum.
  4. Make time to write. My last (non-fiction) book was published in December 2013 and I resolved then to write a novel; five years on, NY’s resolution #4 is to … write a novel.
  5. Try to carry New Year’s resolutions into February and beyond. So far so good, at least with nos 1–3.

Wishing everyone a productive and enjoyable 2019!

Liz JonesLiz Jones

2018 was quite a challenging year for me personally, so work had to take something of a back seat. I’ve learned a lot about working through a crisis, and people have been incredibly understanding. I needed to continue to support myself and my family, so carried on working throughout at more or less my usual rate, but I had to withdraw somewhat from ‘extra-curricular activities’ such as online networking, and I also scaled back my regular marketing activities and took more time off than usual. Work ticked over, with regular clients keeping me supplied with things to do, which was a huge relief. Now, however, I’m planning to get proactive again, and return to the editorial fray with a vengeance in 2019 – getting stuck in online, seeking out new work opportunities, investigating ways I can push my business forward and also exploring collaborative work with a group of editor friends. I’m also continuing the work I began last year on the SfEP’s outward-facing newsletter, Editorial Excellence. I’m excited to see what this year brings!

Hazel BirdHazel Bird

It’s a cliché but I never like the feeling of standing still in my business. In some cases I’ve been working with the same clients on the same kind of work for many years, but I always like to feel I’m moving forward – whether I’m finding better ways to work in sync with my clients’ needs, seeking new efficiencies to improve my hourly rate or simply finding more things to enjoy about what I do.

I’ve always kept a lot of data about my projects and how long individual tasks take, but one of my goals for this year is to put that data to better use. It’s all very well knowing approximately how long a project will take based on my experience of similar work in the past. However, it can be difficult to accurately assess whether I’ll have time for all the myriad individual stages of that project when it’s spread over a year or more and interwoven with many other jobs. By making my time planning much more granular, I hope to minimise the workload lumps and bumps that can disrupt work–life balance.

 

Posted by Abi Saffrey, SfEP blog coordinator.

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

 

 

 

Wise owls: office companions

Christmas cuddly owlIn the last SfEP blog post of 2018, the Wise Owls are out in force to share their appreciation for that must-have item for every freelance editor or proofreader: an office companion.

Darcy (Hazel Bird's dog)Hazel Bird

Since she arrived in 2015, my furry editorial assistant (Darcy) has been mostly unassistive in her contributions to our joint workspace. She is excellent at identifying the correct use of words such as ‘biscuit’, ‘frisbee’, ‘lunch’ and (slightly more unusually) ‘teeth’. However, she is less good at tasks such as fixing problems with commas or chasing authors’ corrections. She excels at carrying out requests to find the human editorial assistant (generally in his office at the other end of the house). However, she is less adept at conveying any useful information to him or bringing him back with her, if required.

She has many admirable qualities to make up for these professional deficiencies, however. Although she will happily abandon me if there may be food on offer elsewhere, she is generally stalwart, usually being found in a bed next to my desk. Being a cockapoo and thus only slightly less energetic than a tornado, she also requires regular walks – a huge benefit for someone who otherwise has a tendency to become absorbed in her work and forget to move for hours on end.

Overall, during her three years of employment as chief editorial assistant, Darcy has done little to fulfil her job description. She has also probably destroyed more resources than she has generated for the business, having a talent for rendering almost any toy unsafe within an hour or so of receiving it. However, on balance, her positive qualities do outweigh her lack of editorial acumen, so she will likely stay in her role for the foreseeable future.

Louise Bolotin's Spotify playlistLouise Bolotin

For many years, my faithful office companion was Nelson, a pedigree British shorthair with blue tabby fur like velvet and huge green eyes. He was cute, adorable and largely quiet, which was a blessing when I needed to be deep in thought. Since his passing two years ago, I have two office companions. One is silence, the other noise. I must have silence when concentrating on the trickiest of edits. But I also must have music – I’ve been listening to music all my life and it’s as essential as eating for me.

You could say my go-to office companion now is Spotify. Much as I love to sing along to tracks, I find lyrics a massive distraction when working, so anything I play must be instrumental. I have some classical favourites – Smetana’s Ma Vlast and Rodrigo’s Concerto de Aranjuez are regularly on my virtual decks, for example. But my true love is reggae and I turn to the heaviest of heavy dub for satisfaction without vocals. It’s rhythmic and soothing, not too fast and typically has
60–90 beats per minute, perfectly matching a healthy heart rate. I’ve been listening to Joe Gibbs’ African Reggae since the late 70s and it never fails for me. Other dub albums are available, as they say.

Margaret Hunter's monkeyMargaret Hunter

I wasn’t going to contribute to this Wise Owls offering. I don’t need office companions, I thought. In fact, I love working on my own, able to get on with things just as I want, whenever I want, without people interfering or chatting or just generally being there.

But then I realised I’m not a total recluse. Freelance editors’ social media pages regularly feature office companions of the furry, purring, woofing (farting??) kind, but I don’t have a pet. I have Monkey (yes, I know he’s not…). He’s not great at conversation though; but he is there if I want a friendly ear to rant at.

And then there are the birds outside my window, who seem to get through seed as fast as I’m daft enough to keep filling it up. Yes… I need a window onto the natural world, and the birds, well, they make me happy.

But really my true companions are my SfEP colleagues. Maybe we rarely say the words out loud, but we’re having conversations all the time on the forums, on social media and via email. And just sometimes we meet in person.

So, I do have companions, human and otherwise. Without them this freelance editing lark would definitely be a much harder and lonelier slog.

Matty (Melanie Thompson's dog)Melanie Thompson

I literally would not be here without my Office Assistant, Matty. When I say ‘here’ I mean, in the village where I live – because a major reason for moving here was the fantastic local (dog-)walking. When I say ‘here’ I also mean ‘being a freelance editor’ – because if I hadn’t needed to stay at home to keep him company I may well have been tempted to take an office job a few years ago. And when I say ‘here’ I also mean ‘at my desk’ – because now he is an old dog and has very set habits. If I don’t say ‘let’s go to work’ and unlock my office door in the morning he looks very confused.

Having an office companion is a joy, but it’s also a job. Being a pet’s ‘parent’ brings responsibilities – and expense. So the yellow Dogs Trust stickers are absolutely right: a pet is for life, not just for Christmas. If you’re thinking of getting a pet, my top tips are: get good ‘lifetime’ pet insurance (Direct Line have been brilliant for us), and find local friends or professionals who can pet sit when needed.Matty in a field, in the sun

Matty often features on my Facebook page and in my annual newsletter to clients. He’s about to notch up his 13th Christmas in his role as Office Assistant. He’ll be getting an annual bonus (extra fish-skin treats). He has certainly earned it: all those hours of waiting patiently while I’m tapping on a keyboard; the twice-daily compulsory walks that often help me think through knotty editing problems; and helping me to get to know so many of my neighbours and all the local delivery people!

As I type, he’s starting the ‘4:30 whine-up’ … it’s nearly dinner time. Long may his daily commute continue.

Mike Faulkner's Pine MartenMike Faulkner

My office/shed is in the woods in deepest Argyll, so I am spoiled for choice when it comes to local fauna for company – regular passers-Mike Faulkner's red squirrelby are roe deer, pine martens and red squirrels. I haven’t managed to get a pic of one of the deer, but these two chaps come almost every day.

We live in fear that one day Piñon the pine marten is going to catch Squirl the squirrel (I know …), but so far Squirl has been way too fast and agile – hMike Faulkner's dog Eddiee can reach parts of the tree that are beyond Piñon’s wildest dreams, and he doesn’t seem put out by the odd stand-off.

Eddie watches them through the window when he isn’t on LinkedIn.

 

Nik Prowse

I don’t have any pets, although sometimes I think it would be nice to own a dog to warm my feet in winter. But when I think about what keeps me company in the office it’s invariably music.

I can’t edit to music – I just can’t concentrate on copy-editing with any background noise. But running an editorial business, and even working through the necessary tasks required to get a book manuscript back to the publisher, involves far more than just copy-editing. For the extra tasks, especially the mundane ones, I find background music helps my concentration hugely.
In the main, if I need music for concentration I choose ambient electronica. Ambient music often eschews normal song structure to create tracks that vary in length, sound and atmosphere a great deal. Once you get away from the idea that songs need words or instruments … or even a discernible structure … there’s a lot to discover! I find ambient music incredibly good for the concentration (except while editing, as I’ve said). Often referred to in a derogatory way as ‘wallpaper music’, for my purposes this is the point: it’s meant to be unobtrusive and in the background.

One of my current worktime favourites is by Carbon Based Lifeforms. Derelicts takes me back to the sounds of Vangelis or Jean Michel Jarre in the early 80s, and it’s a very soothing soundtrack for those more mundane office tasks.

Sue Littleford's bearsSue Littleford

Hurrah for arctophilia! Much as I miss my darling cats, they did have a habit of sitting on the keyboard at awkward moments, or sticking their butts in my face and walloping me with their tails: endearing out-of-hours but not so much on deadline. Teddies are much better behaved. My tribe is divided into bedroom bears and office bears and currently stands fifteen strong. The ten office bears stand (well, sit) guard and (over)fill my partner’s desk, as there’s no room on mine, but just for you, I had a bit of a tidy-up and you can see my guys (and one gal) in all their office-duty glory. The gal – Genevieve from Geneva – is a genuine work bear as she came home with me from a visit to a client.

Sue Littleford's bearsThe office bears are a very supportive bunch – they agree with all my decisions, commiserate when a manuscript turns out to be a bit of a ’mare, cheer when an invoice goes out and cheer even more when the invoice is paid. Decorative and decorous (no teddy butts in my face), each one is a delight. My bear from babyhood, Pinky, is retired (being more grey than pink, these days). You can see them all looking forward to a crisp winter! Season’s greetings from Pinky (he claimed seniority so must come first in the list), Arthur, Basil, Genevieve, Gerald, Hank, Harry, Kristoff, Little Binky, Marius, Robin, Rodney, Rudy, Siggy and Snowball.

Pip (Sue Browning's dog) Sue Browning

This is Pip, my office companion or, perhaps more accurately, my out-of-office companion, as she rarely ventures into my office (it’s tiny), only sheltering here when there’s serious bike fixing going on downstairs, involving Many Bad Words.

She was a rescue dog, and very timid. When she came to us, aged 5 months, she was afraid of people, dogs, cats, horses, cows, fireworks, gunshots, loud noises in general, and plastic bags. Now, after nearly 11 years of careful and loving nurture, I’m delighted to say she is no longer afraid of plastic bags.

She may not be my in-office companion, but she plays a vital role in my working life, making sure I get exercise and fresh air every day. I love her dearly, and wouldn’t be without her.

 

Posted by Abi Saffrey, SfEP blog coordinator, Gaston, Abi Saffrey's catand Gaston, supreme office overlord.

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