Creating style sheets for fiction

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

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

Why compile a style sheet?

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

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

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

Choose your words: fiction style sheet

What could your style sheet include?

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

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

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

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

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

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

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

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

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

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

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

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

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

How should you compile a style sheet?

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

And finally … some text features to look out for

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

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

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

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

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

About Jane Hammett

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

 

About the CIEP

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

 

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

Posted by Belinda Hodder, blog assistant.

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

Resources round-up: Style

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

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

General advice on style

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

CIEP guides

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

From style sheet to language guide

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

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

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

Academic publishing

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

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

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

woman studying with books

Faith-based publishing

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

Fiction

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

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

Non-traditional publishing

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

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

Changing styles

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

About the CIEP

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

Find out more about:

 

Photo credits: header image by Kimberly Farmer on Unsplash, woman studying with books by SHVETS production on Pexels.

Posted by Eleanor Smith, blog assistant.

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

Considerations when curating an NGO’s style sheet

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

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

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

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

Many decide, one implements

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

New members every week

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

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

Target audiences

We have three main audiences:

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

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

Style sheet - handshake

Modify only when necessary

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

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

Start with the AP Stylebook

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

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

Spelling

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

Style sheet - decide, commit, repeat

Capitalisation

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

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

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

Currencies

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

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

About Lorenzo Fusini

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

 

About the CIEP

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

 

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

Posted by Belinda Hodder, blog assistant.

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

Compiling style guides for Christian publishers

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Specialist organisations may require style guides that are tailored to their material. Editors Mary Davis and Fiona Little describe their experiences of compiling style guides to suit the needs of two clients publishing for the Christian market – but the principles are relevant for other subject areas.

Mary Davis: Tulips, chocolate and CPD

Near the start of my freelancing journey, I was asked to copyedit an 11,000-word manuscript by a small, independent religious publisher. Their little production team lacked specialist knowledge but were doing their best to produce quality non-fiction books for their relatively niche target market.

Their house style extended to a few bullet points on a side of A4, requesting that authors follow the Society of Biblical Literature’s SBL Handbook of Style and giving a few pointers on preferred formatting, footnotes, numbering systems and so on.

As I raised author queries and produced style sheets, it became clear to the client that there were significant inconsistencies across their publications. They asked me to do a critique of several books, and I produced a short report looking at design, formatting and style choices. There was a clear need for consistency and one of my main recommendations was the production of a more comprehensive style guide.

How did you go about it?

Soon after, the flu struck and I was in bed for days. I certainly didn’t have the energy for a meticulous copyedit or proofread, but I did have the appetite for a bit of informal continuing professional development (CPD)! I knew the client had a low budget and I decided to produce a style guide for them free of charge. I’d developed a good understanding of their authors and target readership, and my style sheets provided much of the detail. Consulting style guides from other clients and online resources, I focused particularly on presentation, which I felt would be key in encouraging authors to use it.

What did you include?

In consultation with the client, it didn’t take long to compile the finished guide – a carefully designed, six-page PDF.

  • Standard features: It included the things you’d expect, such as a general introduction, notes on abbreviations and contractions, UK spellings, preferred punctuation, numbers, dates and times, and book and hymn titles.
  • Emphasis on clarity: The writing style of some of the authors I had already copyedited was unnecessarily complicated and so the guide included an emphasis on clarity and plain English.
  • Interactive links: To make it user-friendly and easy to navigate, I included internal clickable links and external hyperlinks to resources like the SBL Handbook of Style and preferred dictionary.
  • Clear presentation: Aesthetically, I took great care with the layout, heading size and examples of correct usage, ensuring that authors would find it visually appealing and easy to use.
  • Personalised features: Working from my style sheets, I compiled a list of commonly used words, indicating preferred capitalisation and spelling. I also specified preferred formatting for Bible references and Bible ‘shortforms’ (abbreviations for each book of the Bible), as authors had been simply adopting their own preferred convention.
  • Ongoing: To facilitate updates, I supplied the client with a Word document in addition to the PDF.

someone making notes from the Bible

What did the client think?

They sent me some tulips and chocolate in the post to say thank you! They also asked me to do some paid training with their publications manager, which I conducted online.

The guide is a number of years old now, but I asked the current publications manager to comment on its usefulness. She replied:

Our style guide has greatly benefited our publishing organisation. It provides clarity for authors who need to know what our expectations are and helps us to create a quality uniform product. From basic expectations (like grammar) to more niche requirements (like capitalisation of terminology), both our writers and editors appreciate the consistency that the style guide gives.

I didn’t get paid for this work but the six hours or so I spent on it was immensely worthwhile. Careful reading of a number of style guides was valuable in itself – and, on top of that, the project cultivated strong working relationships and resulted in a stream of ongoing work. They weren’t and aren’t my highest-paying clients – but, as well as tulips and chocolates, this project gave me confidence and specialist knowledge at a key stage in my career.

Mary’s top tips for compiling a specialist style sheet

  • Assess the material produced by the organisation and current authors’ writing styles. Does it match the client’s requirements?
  • Decide what standard features are required in the guide. Do you want to reference an existing guide or dictionary?
  • Working from style sheets and other sources, compile a list of commonly used words, noting preferred capitalisation and spelling.
  • What other guidance will be needed? The inconsistencies between publications will give you a steer on what may be required.
  • Take care over presentation, and include clear examples of correct usage. Internal links and external hyperlinks may be useful.

Fiona Little: Discussion and flexibility

When a client asked me to produce a style guide for an ongoing series of church reports, I welcomed the challenge. The client wanted to review the styles used in the existing reports and create a more comprehensive style guide that would ensure greater consistency in future reports in the series. Although the authors were theologians and clergy, the reports were intended to be available to lay people, so a style guide for academic theological writing might not be suitable. A tailored guide would help authors, editors and proofreaders working on the series.

Starting points

I was able to refer to previous reports in the series, all of which were in British English. The client had begun to draw up a list of preferred spellings, hyphenations, capitalisations and so on, and an author had added comments to it. There seemed to be omissions and contradictions, but the document gave me some idea of the priorities.

The main issues

Spelling

I found spelling inconsistencies not just in the existing reports but also in the client’s word list – for example, Oxford-style ‘-ize’ spellings seemed to be favoured for most words, but ‘baptise’ was preferred over ‘baptize’. After some discussion, the client decided to standardise on ‘-ize’, and we chose the New Oxford Dictionary for Writers and Editors (NODWE) as a default guide.

Punctuation

We also agreed on Oxford style (as described in New Hart’s Rules) for dates, serial commas, dashes and other aspects of punctuation. The style guide would need to outline these.

Capitalisation

Capitalisation was the biggest issue. We agreed easily on initial capitals for specific meanings as opposed to general ones (eg ‘the Father’ in reference to God); words with multiple senses needed particularly careful treatment – for example, ‘church’ was used, variously with and without capital C, for a building, a congregation, a Christian denomination (such as ‘the Church of England’) and Christian believers worldwide. The client opted for ‘the Bible’ but ‘a bible’, unlike NODWE, but followed NODWE in downcasing pronouns for God. The style guide would need to give clear examples of these usages.

References

While detailed bibliographical references were not covered, we agreed a format for references to other reports in the series, including their numbered sections.

For the frequent Bible references, the client wished to stick with the abbreviations for books of the Bible used in the New Revised Standard Version, along with a distinctive chapter-and-verse format used by a larger publisher. These choices seemed to work because their parameters were clear.

A style was also needed for the titles of documents in Latin; the client wanted italic with maximum capitals, even though normally a Latin title would have sentence-style capitalisation.

Numbers and dates

We agreed on maximum elision for number ranges (eg 341–2) and years (1988–9), following New Hart’s Rules, but we treated chapter and verse numbers in Bible references differently (see ‘References’ above).

Abbreviations

The reports used abbreviations for the names of various publications and organisations, and these needed to be listed in the style guide.

Because of the simple format of the reports, headings, lists and footnotes – among other features – were not covered.

The result

The completed style guide had short sections on all the categories highlighted above. The general reference to NODWE made a long word list unnecessary, but I listed recurrent words and names where the chosen style differed from NODWE.

Fiona’s top tips for compiling a specialist style sheet

  • Look carefully at the material to get a sense of the content, presentation, tone and intended readership.
  • Discuss the client’s preferences with them, and if their ideas appear unfeasible or inconsistent, explain the alternative options as straightforwardly as possible.
  • Consider whether a published style guide (eg Chicago Manual of Style, New Hart’s Rules or the American Psychological Association (APA) style guide) would cover all or most of the requirements, but don’t assume that the client will be familiar with it.
  • You may also find ideas in publishers’ copyediting guidelines and specific copyediting briefs.
  • If you base your style guide on an existing one, set out any exceptions to its guidelines clearly.
  • Consider organising the guide by type of text (eg headings, book titles) – this can be easier to navigate than a list of formats (eg italic, maximum capitalisation).
  • A couple of well-chosen examples may be easier to follow than a lengthy explanation; for instance, maximum elision of page ranges can be shown with ‘301–2, 341–5, but 315–16’.

 

About Mary Davis

Mary DavisMary Davis’ first job was for someone who was obsessed with clear, beautifully written English. Her freelance work started soon after, alongside other jobs. It developed more formally when she undertook some training to check if her skills were fit for purpose – they were! Mary is an Advanced Professional Member of the CIEP and is delighted to be doing a job that never fails to put her head in a good place.

About Fiona Little

Fiona LittleFiona Little, an Advanced Professional Member of the CIEP, began her editing career with work on Grove music dictionaries and later copyedited material for the Oxford Dictionary of National Biography. Now based in Washington DC, USA, she copyedits academic texts mainly on music, history and religion.

 

About the CIEP

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

Find out more about:

 

Photo credits: header image by Michael Morse on Pexels, someone taking notes from a Bible by Tima Miroshnichenko on Pexels.

Posted by Eleanor Smith, blog assistant.

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

Bridging the gap: Translation editing of Chinese texts published in English

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In this post, Magda Wojcik considers some of the challenges in editing text that has been translated from Chinese to English.

Translation editing has a dual function when preparing a text for publishing. It performs the function of conventional copyediting, to ensure the text is clear, consistent and correct. It also provides harmony between the message, style and tone of the translated and original versions of the text.

Achieving such unity between two languages from the same language group spoken on the same continent may be easier. However, translation editing becomes more complex when the original (source) and the target (translated) languages differ profoundly in how they express, for example:

  • grammatical gender systems
  • time dependence
  • directionality
  • physical attributes such as colours.

This blog post explores the process of translation editing a text written in putonghua, which is the standard modern Chinese of the People’s Republic of China (PRC), for publication in English. Putonghua is one of the localisations of Mandarin Chinese, alongside those spoken in Taiwan and Singapore. In this post, the term ‘Chinese’ is used to refer to putonghua. Regarding English, for the sake of simplicity, this post does not delve too much into its complexities and variations.

Chinese vs English: How do they differ?

In (a very simplified) summary, Chinese expresses spatial and physical attributes and time dependence (including tenses, grammatical gender systems and numbers) differently from Indo-European languages (of which English is one). And unlike a Latin-based alphabet, Chinese uses a logographic writing system. In other words, each character represents a specific word or concept that can function as a standalone word or component of a word.

So what does that mean in practice? Let’s have a look at some simple examples.

Directionality and time

In Chinese, time progresses vertically rather than horizontally. So instead of thinking about the past as being ‘behind’ us, it is ‘above’ us; instead of thinking about the future as being ‘in front’ of us, it is ‘below’ us. For example, the character xia conveys not only ‘down’ or ‘below’ but also ‘next’. Likewise, shang denotes ‘up’, ‘above’, and ‘previous’. This distinctive understanding of time in the Chinese language, and its connection to spatial orientation, may present challenges in translation editing.

Colours

Some words in the Chinese language have been transforming, potentially aligning more with the Indo-European speaker’s understanding. For instance, modern Chinese distinguishes between blue (lan) and green (lü). However, a word that predates them both – qing, signifying blue-green – is also still in use. This does not mean that blue and green (as distinct colours) do not occur in Chinese-speaking contexts but may be conveyed (and perceived) differently, not necessarily as distinct shades.

Numerals

Separating every three digits with a comma or a period is common in many Indo-European languages and enhances readability and comprehension. For instance, five hundred million (500,000,000) separates three clusters of three-digit groups. In contrast, Chinese divides numbers into groups of four. The character wan represents the value of ten thousand, and yi means a hundred million. So five hundred million is expressed by placing the number five (wu) in front of the hundred million (wu yi). While China uses the international numeric system with three-digit groupings and Arabic numerals, wan and yi remain prevalent and may influence how Chinese speakers convey numerical values.

A teacher stands in front of a blackboard in a Chinese school

What about translation editing?

These simple examples may demonstrate that language and how we think about and perceive the world may be intricately intertwined and mutually influence each other. Aside from communication, people use language to think. How the language is structured, with its syntax and specific logical rules, may affect how speakers of different languages perceive the world and convey their thoughts (Casasanto 2008). And this is when translation editing and its components of transcreation and language localisation come into play.

Localisation ensures that the target audience will understand the text’s terminology, cultural references and style carried over from the original text. Transcreation complements localisation and ensures that the translated text accurately conveys the message and tone of the source text.

These processes are critical in translation editing text from one distinct language to another. However, considering them is essential even for texts published in the same language spoken in different locations. For instance, Spanish speakers from Colombia and Spain may not resonate with the same references to a brand of sweets or a national newspaper in a text because these references are absent from their corresponding socio-cultural contexts. And so many other idiosyncrasies relevant to location and culture may need to be adapted in the localisation process to resonate with the target audience successfully.

Localisation: What to do with Chinese idioms in English?

An example of such idiosyncrasy is Chinese four-character idiomatic expressions (chengyu). These are the dominant form of Chinese idioms, comprising nearly 90% of those used today in speech and writing (Xu 2006). They reflect complex meanings drawn from literature and culture using four characters (or four syllables), which may take a paragraph to explain in English.

An example of such chengyu is ‘drawing legs on a snake’ (hua she tian zu; lit. ‘draw snake, add feet’). It signifies adding unnecessary or excessive elements to an already complete or perfect thing. When translated word for word, it may appear entirely obscure to a speaker unfamiliar with the context of Chinese philosophy and literature.

Hua she tian zu derives from one of the Zhuangzi stories, a collection of Daoist essays dating back to the fourth century BC. It describes a talented painter participating in a painting competition.

In the story, the first competitor to complete a snake drawing was to be the winner. The painter who finished first decided to add legs to his snake in an attempt to showcase his skills, technically making it into a lizard instead. Thus, he did not win because by making the addition, he missed the brief.

In this case, the translation editor could ensure effective localisation and transcreation by referring to an equivalent British English idiom familiar to the audience. For instance, it could be ‘gilding the lily’, which originates from Shakespeare’s play King John. Alternatively, the translation editor could ensure the text describes the concept to the reader on a more abstract level without referring to the snake, legs and painter.

Conclusion

Translation editing plays a vital role in bridging the gap between Chinese texts and their English translations. The complexities arising from differences in grammar, expressions and cultural nuances require careful consideration during the editing process. By understanding the intricacies of both languages and cultures, translation editors can bring Chinese texts to life in English while preserving their intrinsic meaning and engaging English-speaking readers.

The unique features of the Chinese language, such as spatial and temporal orientation, a logographic writing system, and numerical representation, pose specific challenges in translation editing. Language and thought are intricately intertwined, influencing how we perceive the world and convey our thoughts. Therefore, localisation and transcreation are essential components to ensure that the translated text accurately conveys the message and tone of the source text while catering to the target audience’s understanding and cultural context.

In this journey of translation editing, it is crucial to balance staying true to the original text with making it accessible to the target audience. And as we navigate the complexities, we must remember not to draw legs on a snake.

References

Xu, SH (2006). Proximity and complementation: Studies of the formation mechanism of idioms from cognitive point of view (II). Jinan daxue huawen xueyuan xuebao [Journal of College of Chinese Language and Culture of Jinan University], (3): 33–41.

Casasanto, D (2008). Space for thinking. In P Calvo and P Gomila (eds), Handbook of cognitive science: An embodied approach. Amsterdam: Elsevier, 641–52.

About Magda Wojcik

Magda Wojcik is an Intermediate Member of the CIEP who primarily works with non-fiction and academic authors. She is also a translation editor preparing texts translated from Chinese for publication in English. Before becoming an editor, Magda completed a PhD in Chinese literary history at SOAS, University of London.

 

About the CIEP

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

 

Photo credits: Chinese lanterns by Henry & Co; teacher in Chinese school by Yu Wei; both on Unsplash.

Posted by Sue McLoughlin, blog assistant.

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

Editing fiction: Point of view

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In this post, Rachel Rowlands looks at how fiction editors can help authors to use point of view consistently and in a way that works well for the story.

Point of view is a crucial element of fiction editing – and it’s something newer writers often struggle to get to grips with. As editors, it’s part of our job to be able to point out to an author when they’ve broken out of their chosen perspective, and to advise them on what will work best for the type of story they’re telling.

Point of view is the lens through which we view the story – whose eyes we experience the story’s events through. This could be a single main character or multiple characters. It’s a huge topic (there have been entire books written on the subject!), so after a quick crash course in the different types, I’ll list some of the main sticking points I’ve come across as a fiction editor, and how you can help authors deal with them too.

Point of view: The different types

  • First-person: this one is pretty straightforward! A character narrates the story using ‘I’ (‘I headed into the woods to search for him’, ‘I laughed’). The benefit here is that this can make the narrative feel much closer to the main character. It’s common in certain genres and age categories, such as young adult books.
  • Second-person: second-person point of view involves the use of ‘you’ (‘you walked across the street’, ‘you said’). This is quite an uncommon choice, and is best used carefully – some readers hate it with a passion! However, it can be a good way of making the reader feel more involved in the story.
  • Third-person limited: in third-person limited, we use pronouns such as ‘he’, ‘she’ and ‘they’ (for example ‘she grabbed his hand’ and ‘they weren’t listening to her’). The clue to this one is in the name: we’re limited to one character’s perspective and are zoomed in on them. We experience one point of view. This can be per chapter, per scene or for the whole book, depending on the author’s choice.
  • Third-person omniscient: in this point of view, we again use pronouns such as ‘he’, ‘she’ and ‘they’. But in omniscient, we are more zoomed out. The narrator is godlike, and knows everything about the story and characters, meaning we can enter anyone’s mind we like. The narrator can also know things the characters can’t. This point of view is more common in classic literature, and so is often seen as slightly old-fashioned now, but for some stories, it can work.

The sticking points

There are common problems that come up when it comes to point of view, and some of them can be trickier than others to communicate to authors.

Some point-of-view problems may mean you have to advise an author to completely scrap a perspective, or even rewrite their book in another perspective entirely.

Here are some of the most common point-of-view problems, and how you can help authors overcome them.

The chosen point of view doesn’t work for the book

Sometimes, the point of view just doesn’t work for the type of book the author is writing. A good example of this would be a middle-grade author writing for children, using the omniscient viewpoint, and diving into the perspective of all the adult characters.

This likely doesn’t work for a few reasons: omniscient has become a bit old-fashioned and outdated, particularly for children’s books (it was used, for example, in JM Barrie’s Peter Pan way back in 1904). It can also muddle the target audience. In a middle-grade book, we want to be focusing on the children’s point of view, not the adults’. In children’s books, the general rule of thumb is that children read about people their own age or slightly older. Having the point of view of characters over the age of 18 muddies the waters and pushes the book out of its intended age category.

The author is head-hopping

Head-hopping tends to occur when an author is writing in third-person limited, and is zoomed in on one character. Sometimes, the author slips up, and gives us the thoughts and feelings of a non-viewpoint character.

For example, let’s say the author is writing a chapter in third-person limited, following a character called Tom. The chapter is clearly zoomed in on Tom, and we get insight into his thoughts and feelings throughout:

Tom heaved a sigh. How was he supposed to get on with his week now, with his sister being so difficult? ‘I don’t want to talk about it right now,’ he told her.

The chapter is written this way, close to Tom, consistently. Then, suddenly, we get a sentence where we know what his sister, Michelle, is thinking:

Michelle crossed her arms. She’d expected this reaction but it still made her cheeks feel hot with fury.

This would be considered head-hopping – we’ve dipped into Michelle’s head to learn about what she’s thinking and feeling, but we need to be following Tom. In this case, the sentence could be cut down so only the first half remains, or rewritten so the second half focuses on Tom.

Some forms of head-hopping can be more subtle than this, so make sure you’re on the lookout for this kind of switch!

a group of three friends in conversation at a cafe table

Using too many points of view

Sometimes an author wants to write from the point of view of lots of different characters, and so we get lots of scenes or chapters from the perspective of different people. Even the most skilled authors can find this difficult!

For new writers in particular, using lots of perspectives can occasionally cause issues: there may be so many point-of-view chapters or scenes that readers will struggle trying to keep up with them. It might be harder to give each character a unique voice, because the author has spread themselves too thin. And it may be difficult to develop a protagonist with a clear goal and well-defined personality, because the author is juggling too many storylines and points of view.

As an editor, if you think a manuscript is struggling with any of these issues, odds are a reader will think the same. The author in many of these cases might be better off scaling back on some of the perspectives so they can focus on what matters most to the story.

The author’s own voice intrudes on the narrative

This is a common issue when the author has chosen to use third-person limited, but occasionally slips into omniscient by having their own ‘author voice’ intrude on the narrative. This is a difficult thing to spot, because it requires having a good knowledge of the differences between third-person limited and omniscient, and having a honed eye for each! Here’s an example of how the author’s voice can intrude.

If the entire book has been clearly written in the point of view of a character called Cassandra, in third-person limited (so kept very close to Cassandra throughout), keeping this consistent is important. The author voice suddenly intruding may look something like this:

Cassandra twisted her hands, her cheeks burning. She had to do something to stop this. Little did Cassandra know that things were about to get much worse …

Here, the author’s own ‘godlike’ voice has intruded to give the reader a glimpse of the future. We’ve slipped into omniscient, and the author has spoken directly to the reader. As the book was written in third-person limited elsewhere, we’ve broken out of our intended point of view. An intruding author voice can be more obvious (like the movie-trailer-style example above), or more subtle, so getting a good handle on both perspectives can help you identify this issue.

The easiest way to practise identifying this type of slip is to read novels that use both types of third-person point of view, so you become familiar with how each of them works. Some examples of books written in third-person limited are The Lost Flowers of Alice Hart by Holly Ringland, The Priory of the Orange Tree by Samantha Shannon and The Giver by Lois Lowry. Third-person omniscient books are less common these days, but some popular examples are Dune by Frank Herbert and Peter Pan by JM Barrie.

Those are some of the common issues with point of view that I’ve come across while editing fiction, but there are more that you’ll no doubt encounter! There are lots of great resources out there that you can check out to learn more. Here is some recommended reading to brush up:

  • Self-Editing for Fiction Writers by Dave King and Renni Browne (chapter 3: Point of View)
  • Point of View by Sandra Gerth

About Rachel Rowlands

Rachel Rowlands is a fiction editor, author and Advanced Professional Member of the CIEP. She has a degree in English and creative writing and has worked on around 200 books for publishing houses (including HarperCollins, Hachette, Canelo and Penguin Random House), as well as for independent authors.

 

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: faces by geralt on Pixabay; group of friends by William Fortunato on Pexels.

Posted by Sue McLoughlin, blog assistant.

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

Definite articles: AI

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Welcome to ‘Definite articles’, our pick of recent editing-related internet content, most of which are definitely articles. This time, our theme is the impact of artificial intelligence (AI) on editing and proofreading. It’s a hot topic of conversation among editorial professionals, which is why some of the links in this article were sourced from a CIEP forum thread about ChatGPT. Thank you to the CIEP members who shared them.

Because nothing related to discussions about AI can be guaranteed a long shelf life, you should know that this edition of ‘Definite articles’ was put together at the beginning of June 2023. It covers:

  • What’s been happening?
  • What can AI actually do?
  • How can editorial professionals move forward with AI?

What’s been happening?

On 30 November 2022, the AI chatbot ChatGPT was released by OpenAI. Since then, people who work with words, who include editors, proofreaders and writers, have had the unnerving feeling that the fundamentals of what they do might change, at least in some areas. If you haven’t been keeping a close eye on events, Forbes has written a short history of ChatGPT and two professors have summarised some of the implications of ChatGPT in usefully easy-to-understand terms. You can get an overview of Microsoft’s Copilot, an AI assistance feature being launched this summer, from CNN and Microsoft itself.

As well as the obvious nervousness about whether AI would replace various categories of worker, concerns were quickly raised about the effects of AI on assessing student work and what AI might mean for copyright.

By late spring 2023, loud noises were being made about regulation of AI. As lawmakers in Europe worked on an AI Act, workers in the UK reported that they would like to see the regulation of generative AI technologies.

It’s a subject that’s currently being written and thought about on a daily, if not hourly, basis. But, in practice, and at this point in time, what can AI actually do?

What can AI actually do?

If you didn’t catch Harriet Power’s CIEP blog, ‘ChatGPT versus a human editor’, it’s an enlightening and entertaining read that went down well with our social media followers on LinkedIn, Facebook and Twitter. Harriet instructed ChatGPT to take a proofreading test, write a blog post, and edit some fiction and a set of references. In the proofreading and editing tasks, it did ‘pretty well’ and was impressive in simplifying a fiction passage while keeping its main points. It also wrote a serviceable blog draft.

The two main problems Harriet noticed in the technology were a distinct lack of sparkle in ChatGPT’s writing and editing, and its ‘tendency to “hallucinate”: it’s very good at making stuff up with complete confidence’. (This tendency was also written about by Susanne Dunlap for Jane Friedman’s website, in an article called ‘Using ChatGPT for book research? Take exceeding care’.) Weighing up her test run, Harriet concluded:

ChatGPT apparently struggles to remain coherent when responding to much longer pieces of text (like whole books). It isn’t always factually accurate: you can’t entirely trust anything it’s saying. I can’t imagine how it’d make a good development editor, or how it’d handle raising complex, sensitive author queries. It can’t track changes well. It can’t think like a human, even when it can convincingly sound like one.

However, Harriet added the caveat that in her view it may be ‘years or even months’ before ChatGPT might be able to start competing with human editors. So, how should we respond to that?

computer screen showing OpenAI logo and text

How can editorial professionals move forward with AI?

Perhaps there’s no choice but to look at the possible upsides of the AI debate. Anne McCarthy for the New York Book Forum starts us off in ‘The potential impact of AI on editing and proofreading’ by reminding us that lightbulbs and the ‘horseless carriage’ inspired dire predictions in their day. She concludes: ‘Books always have (and always will) require a human touch: it’s what draws us readers to them.’

Amanda Goldrick-Jones, in an article for the Editors Toronto blog called ‘ChatGPT and the role of editors’, offers some wise and hopeful advice: there’s a point at which we, as editorial professionals, have to trust ourselves.

If anyone is well-positioned to explore and critique the possibilities and challenges of AI-generated writing, it’s an editor … So, as with other communication technologies, editors must self-educate about its affordances, propose clear ethical boundaries, and critically engage with its limitations. It’s a tool, not our robot overlord.

Part of this consideration and engagement is understanding AI’s risks, and Michelle Garrett lays these out very effectively in a blog post from March, ‘The realities of using ChatGPT to write for you – what to consider when it comes to legalities, reputation, search and originality’.

Moving one step further, a Q&A with writer Elisa Lorello on Jane Friedman’s website talks about actively using ChatGPT to become ‘creatively fertile’. Lorello testifies that when she started using the technology in earnest, ‘It’s like I suddenly gained an edge in productivity, organization, and creativity’.

And finally, Alex Hern in The Guardian described what happened when he spent a week using ChatGPT to enhance his leisure activities. If you’re not ready to use AI at work, perhaps you could at least get a couple of recipes out of it.

With thanks to the users of the CIEP’s forums for the links they shared in recent discussions.

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: robot hand by Tara Winstead on Pexels; OpenAI screen by Jonathan Kemper on Unsplash.

Posted by Sue McLoughlin, blog assistant.

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

Curriculum focus: The publishing process

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

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

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

Terminology

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

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

Process and workflow

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

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

Books include:

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

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

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

close-up of a printing machine

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

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

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

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

Ebooks

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

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

Printing and binding

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

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

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

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

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

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

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

About Jane Moody

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

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

 

About the CIEP

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

Posted by Sue McLoughlin, blog assistant.

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

Forum matters: Getting to grips with the publishing process

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

Many CIEP members are either specialists or, at least, tend to offer a limited range of services. We are often just one cog in the long and complicated process that takes a raw manuscript and converts it into a published product. While many of us are shielded from the labyrinthine complexity of the full publishing process, circumstances can sometimes find us having to get up to speed quickly on aspects of the job.

Whether it’s newcomers seeking to make those first important contacts and secure their first clients or more experienced members presented with new processes or having to get to grips with unfamiliar programs, the CIEP forums have proved to be a helpful source of advice and information for members seeking to navigate the complicated and confusing world of publishing.

Working with publishers

New members in particular regularly find sound advice about getting established. How to find work with publishers is a common theme on the forums. There have been a number of discussions about the best way to approach publishers, including this thread in the Fiction forum, and the rights and wrongs of editorial tests as well as the experience and qualifications that publishers might be looking for. The question of publishers asking freelance editors and proofreaders to sign non-disclosure agreements has also been discussed on the forums. Anyone frustrated by a lack of response to initial contacts or to editorial tests will draw comfort from a recent thread in which members described how, even if it takes years, that initial contact with a publisher or potential client can eventually lead to work.

The question of what different publishers mean by copy-editing and proofreading may not always be entirely clear. A recent thread raised concerns about proofreaders being expected to identify and correct problems in texts that should perhaps have been picked up earlier in the publication process.

For certain publications, fact-checking is an important part of the process, and this is something that editors can be asked to do. This thread explored some of the considerations an editor would want to take into account before agreeing to do such work, and deciding on how much to charge for it.

Working with publishing technology

Many editors and proofreaders are perhaps lucky in never having to venture beyond Word and the occasional pdf. But there are a host of other programs that the publishing industry uses and you will find experts in these among the CIEP membership, many of them happy to share advice and expertise through the forums. Recent forum threads have focused on LaTeX, InDesign and MathType. If you find yourself faced with a tricky problem in relation to design or typesetting, the forums will often be a great place to find answers. A similar thread explored the options for formatting books for sale on Kindle and other electronic devices.

Sharing experiences

The forums are also a useful place for members to discuss experiences, good and bad, with individual publishers – though such conversations often switch quickly to private messages, away from the main forums.

If you’re a CIEP member seeking to expand your knowledge about any aspect of your work and the variety of ways in which we interact with the publishing industry, our forums are always there to offer advice and help. See you there!

About the CIEP

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

 

Photo credits: header image by Prettysleepy on Pixabay, office meeting by Kampus Production on Pexels.

Posted by Belinda Hodder, blog assistant.

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

A week in the life of a freelance commissioning editor

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

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

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

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

How is it different from project management?

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

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

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

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

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

Commissioning authors

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

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

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

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

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

a woman sitting at a desk holds a phone to her ear

Author briefing

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

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

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

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

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

Liaising with reviewers and development editors

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

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

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

Team meetings

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

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

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

close up of people having a meeting round a table

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

The rewards and the challenges

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

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

About Sarah Lustig

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

 

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

Posted by Sue McLoughlin, blog assistant.

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