Tag Archives: CPD

Is medical editing for you?

By Catherine Booth

Who can be a medical editor?

Medical editors need all of the usual editorial skills of proofreading and copyediting, combined with some knowledge of medicine, research or biology and an ability to work to tight deadlines. While medical editors come from all walks of life, a scientific degree or practical experience in medicine – perhaps as a nurse, pharmacist or research scientist – is a must.

Although some scientific or medical knowledge is important for a medical editor, it isn’t necessary to be a subject-matter expert. While it is often useful to have a background in the specific area at hand (eg cardiology), this isn’t always practical; as a medical editor, you might be asked to work on a journal article about diabetes one day and another on spinal surgery the next. But you are not writing the material – that is the job of the author, who should be a true subject-matter expert. You are the editor.

Pile of medical booksSo what is medical editing?

Medical editing involves applying standard editorial skills to medical subject matter, but also has some characteristics of its own. Medical editing projects often involve multiple authors, complex sign-off procedures, tight deadlines, exacting house style guides, many (often complex) figures and tables, and heavy referencing.

It is common to work with authors who have English as a second language. Medical editors should feel confident in asking authors for clarification, while acknowledging their expertise. You work as a team with the author: He or she is the expert in the medical subject matter, while you are the expert at getting across a particular message with clarity and accuracy.

Where could I find work?

Various people and businesses employ medical editors. Individual authors will often approach a medical editor to ‘polish’ their manuscript before submitting it to a journal, while bigger employers can include universities, publishers, medical or scientific societies, research institutions, government departments, medical communication agencies, pharmaceutical companies and patient-support or research-based charities.

All of these organisations have different characteristics, and the materials you will be asked to work on will vary according to the client. Journal publishers will ask you to proof PDFs or edit manuscripts in Word, for example, while medical communication agencies will often ask you to proof conference posters or to edit slide decks in PowerPoint.

With this in mind, you need to have a variety of skills in your toolbox and to be happy with working with a range of programs. In each case, one thing that it is important to understand as a medical editor is the audience for the materials you are working on; the acceptable level of complexity and medical terminology will vary depending on whether the material is aimed at researchers and clinicians or the general public.

What next?

Perhaps you’re already a competent editor with some kind of background in health and/or science and becoming a medical editor sounds like a great idea. Or you’re working within medical publishing and feel that you could do with a bit of training to formalise what you’re doing every day.

The SfEP’s online Medical Editing course aims to give you a general overview of the specialism of medical editing, and the chance to practise some of the key skills that you will need. It includes exercises to hone your skills, plus model answers to check you’re on the right track. You will also have support from an online tutor, so there’s someone available to answer your questions and give advice on next steps.

Could you be a medical editor? The SfEP’s Medical Editing course gives you one way to find out.

Shelf of medical books

Catherine Booth has been a freelance medical editor for more than 15 years, and works with a range of publishers and medcomms agencies. She is an Advanced Professional Member of the SfEP and the writer of the organisation’s Medical Editing course.

Posted by Abi Saffrey, SfEP blog coordinator.

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

Talking Tech with BookMachine

By Anya Hastwell

“Find the thing that annoys you the most – and then try and fix it,”

says Sara O’Connor, Bibliocloud’s full stack developer at BookMachine’s recent Talking Tech event in London.

You’d be easily forgiven if your initial impression of an event encouraging publishing folk to learn tech is that that it will lure them away to pursue a more profitable career in another industry … but you’d be wrong. Sort of. (Touch wood.) What the event’s speakers want to encourage is for publishing folk to be inspired to learn more tech skills that can make their own working lives easier, as the publishing industry is – and has been for some years now – becoming more digital. A perfect example is that of educational publishing, where tech is making waves not only in making learning texts digital, but also with apps, online platforms and programs for homework tracking, online marking, assessment tracking, learning games, and others. But how can we make our tech and products more user-friendly?

Computer code

To answer this question and others, let’s go to the speakers on our all-women panel. Our host Emma Barnes, founder and CEO of Bibliocloud and MD of Snowbooks, starts things off. After being made redundant from a consultancy firm, Emma founded her own independent publisher, Snowbooks, before teaching herself to code and build systems within Excel to speed up the admin side of her business. (Yes, Excel really can be programming … ). She went on a coding boot camp via Code Bar, a charity that aims to make coding more accessible (she also recommends railstutorials.org). From having with no previous coding experience, Emma became a software engineer and went on to build Bibliocloud (now called Consonance), a publishing management software.

”Learn as much programming as you have the appetite for. It means you won’t be taken in by some flashy web developer, it gives you the agency to make good decisions. Tech is the new literacy … There is always a way to automate yourself out of misery.”

Next up is Lola Odelola, software engineer and founder of blackgirl.tech, an organisation that aims to help diversify the tech industry. Lola studied English literature and creative writing at university. While job hunting after graduation, she decided she wanted to build a website for herself to showcase her writing.

“After realising poets only make money when they’re dead, I set up a website for myself to try moving into journalism. I was jobless so I had a lot of time on my hands. I loved it, so then I did a bootcamp for 6 months.”

While seeing that there was some (gender) diversity in the tech industry – much like publishing – she saw there was still a long way to go before this stretched towards diversity in ethnicity: “Before I started coding I knew nothing about screen readers or accessibility, but I had friends who were getting tagged in photos by AI as apes. Tech should be making life easier for people on the margins.”

The importance of diversity within the tech teams creating our products is therefore vital for making publishing tech and other products more user-friendly and accessible, as such problems would be identified earlier and certainly caught before release to the wider public.
The coding language Ruby gets some extremely good press here tonight, which our next speaker Sara O’Connor recommends heartily. Sara started her career in children’s book publishing as an editorial assistant, and turned to tech to find better ways of doing boring and repetitive admin tasks, before working up the ranks to editorial director. She started off with no coding experience before doing a couple of week-long coding courses and then a three-month bootcamp, before returning to publishing with an array of new skills as Bibliocloud’s full stack developer.

“I’m a full stack developer building the software I wish I had when I was an editor. I advocate Ruby for publishing folks because it’s like a book. It’s an object-oriented language, and we’re already used to reading.”

The issue of diversity comes to the fore again as our last speaker, Janneke Niessen (entrepreneur, investor, board member, Improve Digital, Inspiring Fifty, Project Prep), reminds us that without diversity in tech, the future is not inclusive. “Algorithms are not neutral.” It seems that artificial intelligence stealing our jobs or killer robots are not the real danger, but our own bias, conscious or unconscious, is. Janneke proceeded to tell us a story of when she asked her son what he thought she did for a living. “A princess who dances!” was his reply. So she set about videoing herself while working, explaining what she was doing and why she was doing it to show him what she actually did at work. Janneke showed us some slides while giving us plenty to think about: some 65% of children in school today will have a job that does not yet exist; people’s ability to think differently, be different and challenge previous concepts of how things ‘should’ be done are valuable – people who can be flexible and mutable, and who do not necessarily fit in, are those who companies need to hire in order to change and keep up with the times.

Presentation slide about diversity and investment

This was quite possibly my favourite BookMachine event of those I’ve been to, and it did make me think about what we define as ‘coding’… Many among the SfEP’s ranks are either familiar with or swear by the use of Word macros (quite literally, sometimes). Very often, macros are the only way of being make certain projects achievable within a budget and timescale given by a publisher.

Whether you want to find some neat tricks in Excel to speed up your admin, start using some really clever Word macros that will do a lot of your editing dirty work for you, or update your CV with the kind of skills that could open doors to some really covetable workplaces and clients, there’s no doubt that the publishing industry needs people with a talent for tech, who can use it for an audience’s benefit.

How you want to apply these skills, and how far, is completely down to you. You’re still the one pressing the button.

Anya HastwellAnya Hastwell is an Advanced Professional Member of the SfEP as well as serving as its professional development director. After working in-house for several publishers for nearly 10 years she went freelance in 2014, and works on an enticing array of non-fiction material from medicine to history, ably distracted assisted by three feline helpers.

 

Posted by Abi Saffrey, SfEP blog coordinator.

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

The 2018 SfEP conference: a day in a delegate’s life

By Louise Bolotin

I’m a bit of an old hand at SfEP conferences, but this year’s was my first since 2014 – I was enticed by the programme of events – on both days, there were sessions I was keen to attend that would either help me move me into future subject areas I was already toying with, or would help me run my business better.

After Saturday’s AGM, it was time to hit the bar before dinner and meet colleagues I’d previously only known as avatars. Plenty of gin, dinner and a raucous pub quiz meant I went to bed looking forward to getting stuck in next day. (Gin, by the way, is an essential food group conference lubricant.) And no matter how late you stay up drinking in the bar, I recommend getting up in good time for breakfast. I didn’t and by the time I got there, the coffee was all gone. And so I arrived at Sunday’s plenary uncaffeinated, but it didn’t matter.

Mug with text 'I'm sorry for what I said before I had my coffee'

The same but different

Lynne Murphy’s Whitcombe Lecture on editing American English versus British English was witty, entertaining and informative. Slides can often be dull, merely parroting what the speaker is saying, or a distraction because you’re trying to read the slide rather than listening. Lynne’s were neither –entertaining cartoons depicted how Brits and Americans are only different on the surface, something that also applies to how they write.

Her slides about a survey she had conducted of US and UK editors and how they approached their work were enlightening. Some of the differences were quite stark – British editors are more intuitive, it seems, often making changes because ‘it feels right’. Conversely, American editors are more concerned with the mechanics of editing and fact-checking. No doubt something that really resonated for many of us if the queue to buy signed copies of Lynne’s book, The Prodigal Tongue, after the lecture were any measure.

A change of mindset when it comes to expanding our client base is something we should probably all consider, that old cliché about thinking outside the box. So I was intrigued by the title of Alison Hughes’ workshop – The budget and beyond: growing your business organically. Lots of sole traders find spare cash for marketing can fluctuate, so I was pleased she had lots of really creative ideas on offer that cost little or nothing. But first, she outlined what were for her, and no doubt most of us, non-negotiable expenses – membership of a professional body (hello SfEP!), business cards, website and domain name, at least one conference a year and, importantly, health. She also recommended considering have business postcards printed too, as you can get so much more information on them.

But what of the cheapies and freebies? She suggested attending conferences and events in your specialist areas, even if you have limited budget. Alison said she’d benefited from scouring the Eventbrite platform, where you can find many events aimed at the business community that are free to attend, or cost a nominal amount. She noted that universities also put on free events. For me, this was the most useful takeaway and I’ve already committed myself to a weekly search on Eventbrite to find events that fit with my specialist subjects and will hopefully bring in more work.

After lunch, it was time for Nigel Harwood’s thought-provoking session on the ethics of proofreading for students. Using just one sentence extracted from a foreign student’s Master’s dissertation, he demonstrated how three different proofreaders – A, B and C – had approached the text. A, a professional, had corrected the English, while B, a tutor who helped students for free, had merely underlined the entire sentence to indicate the author needed to rework it. C (a PhD student who proofread for other students for a small fee), however, had also suggested ideas to expand the content of the dissertation. It was a textbook example, pardon the pun, of how boundaries can become blurred – a professional’s job should only ever be to clean up the English and not “tutor” the actual work.

Nigel and a small number of other academics have done research into proofreading for students, the output so far being mainly qualitative and anecdotal, but the results showed that standards vary wildly and, essay mills aside, ethical boundaries are crossed too often. His conclusion is that universities need to start working with professional bodies such as the SfEP to develop common standards and build pools of accredited freelance proofreaders who will be the only approved professionals that students will be permitted to work with. He noted that a tiny number of universities are already starting to do this.

Warning! Profanities approaching

I really wanted to go to the lightning talks in the Something for Everyone sessions – they are always entertaining and useful. But I couldn’t resist the lure of How the F**k do I style this? presented by editor Kia Thomas, who works with independent authors and has done a lot of research into how to style swearwords. To gales of laughter, she showed why you need to decide to hyphenate a compound swearword or insult or not – cockwomble good, cock-womble just plain wrong. And, a shit-ton is the correct way to style a large amount because, as she eloquently observed, Shitton looks like a hamlet in Somerset.

In this vein, there was much more to chortle at, but also a serious underlying note – that you will come across sweary stuff in novels, in either dialogue or first-person narrative, and consistency matters here as much as for any other words. Kia closed the session with a game. We split into pairs and Kia offered us two bags from which to take one word out of each. We then had to invent a sweary compound, decide if it was a noun or verb, whether to hyphenate or not and, lastly, to make a sentence with it. The next 10 minutes had us weeping with laughter as we shared our results.

After that, the session on how to get involved with the SfEP was never going to compete for sheer entertainment value, but this is one of the most important 45 minutes you could spend at conference any year. I was stunned at the sheer number of roles in the society that volunteers can take on. I have committed to helping draft a policy on disability and will certainly consider giving more time to the SfEP when I am not too busy.

And so to the gala dinner, kicked off in style, as always, by The Linnets, who this year performed a fabulous number titled The Editor’s Psalm. There was also an enjoyable after-dinner speech by Sam Leith, literary editor of The Spectator. And wine. Plenty of wine. Despite that, I managed to get up in time on Monday for coffee, before heading for that day’s sessions…

Having taken so much useful stuff on board over two packed days, I came home brimming with ideas and have already decided that I will be at year’s next conference, no matter what.

Louise BolotinLouise Bolotin is a journalist and sub-editor, who works chiefly for the press. Away from the media, she specialises in copy-editing all kinds of finance and business topics, with a sideline in editing memoirs and erotica for self-publishers. When not at her desk, she can usually be found dancing in a moshpit somewhere. She is an Advanced Professional Member of SfEP. Follow her on Twitter.

 

This year’s SfEP conference was held at the University of Lancaster, 8-10 September. The 2019 conference will start on Saturday 14 September at Aston University, Birmingham.

 

Posted by Abi Saffrey, SfEP blog coordinator.

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

English Grammar Day 2018

By Abi Saffrey

Since 2014, the British Library and UCL (in association with PhilSoc and the University of Oxford) have hosted English Grammar Day. Although the event is primarily aimed at those teaching or studying grammar, the variety of sessions makes it a fascinating day for anyone with an interest on what we do with our words.Dictionary entry for grammarI first found out about English Grammar Day 2018 earlier this year (thanks Twitter) and was very keen to go – despite not having studied linguistics for 20 years, it’s still a subject that fascinates me and grammar is part of my day-to-day editing life. And it’s not often that you can get a day of CPD for the bargain price of £10 (and in the wonderful surroundings of the British Library too).

Jonnie Robinson started the day with a look at the British Library’s Evolving English VoiceBank and WordBank – excerpts of people talking about their word choices and grammar demonstrate how grammar forms part of our identity. The next session, presented by Lynne Murphy (an SfEP conference favourite), showed us the differences between American and British English grammar. Nope, not as different as we might like to think.

After a cuppa and a leg stretch, Rebecca Woods discussed how children acquire the grammar needed to ask questions – how they build up the components necessary to create a grammatically correct question (and how short a time it takes them), and of course what funny things they come out with in the process. How chickens?Small chick with other chicks behindTeaching and understanding grammar is on many teachers’ minds following curriculum revamps over the past few years. Suzannah Ferguson, a primary teacher now moving into postgraduate study, explained how there is a generation of teachers in schools who are without grammar knowledge and without second language knowledge. They face a steep learning curve just like their pupils. Suzannah was passionate about reassuring children (and teachers) that grammar is not the scary beast that it can easily be perceived as.

After lunch, SfEP President David Crystal brought humour and warmth to his session about grammar teaching.

‘Poppy knew what adjectives and nouns are.
She’d been drawing circles around them for ages.’

Giving children (and writers) the ability to play with words, to ask why changing the ‘standard’ word order changes the effect, develops their love of language. (Anyone for a game of adjective tennis?) Most children know many grammar rules through their acquisition of language – David believes we quibble and debate about around only 5% of grammar as a whole. We’re all grammar experts by the time we start to learn to write and read.

The final session was a panel discussion with all of the presenters, chaired by John Mullan from UCL. In summary:

  • Breaking (grammar) rules is fun.
  • Observe, explore and investigate language to make it – and grammar – interesting.
  • Usage creates norms.
  • Grammar arguments quickly evolve into identity.
  • Linguistic prejudice is real, and wrong.

Although the day was not directly aimed at editors, it did feed my appetite for language awareness and grammar knowledge. It reminded me to question my own preferences for certain structures or word choices; an author’s voice must be respected when it does not sound like my own.

I will certainly be booking my ticket for English Grammar Day 2019 as soon as the email arrives next spring – join me, editors and language lovers!

Abi SaffreyAbi Saffrey is an editorial project manager and copy-editor, and is an Advanced Professional Member of the SfEP. She really should get around to finding a suitable postgraduate linguistics course.

 

 

 

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

What is CPD, if not another acronym to spell out and add to the list?

Continuing professional development (CPD) is a recognised, systematic way of tracking your professional development on an ongoing basis. It also helps you to document and reflect on any learning or training that you either undertake formally or acquire informally.A pile of open books, with pens and notepaper between the pages

In some professional and chartered organisations, undertaking a set number of hours’ training and being able to show demonstrable evidence of CPD in case of audit is a requirement to keeping one’s membership and certification to practise. Physiotherapy, nursing and medicine are a few such examples – fields where people’s health, safety and, indeed, lives are at stake. Law is another. The industry bodies for these professions have their own specific CPD structures in place for their practitioners to use and journal their own CPD activities.

Why is CPD important?

In editing and proofreading, thankfully no one is *actually* going to die if a comma is missed or spliced; however, livelihoods and professional reputations are most definitely at stake, and not just the freelancer’s. An author’s sales may suffer from receiving bad reviews on Amazon about all the typos left in their book; a publisher’s relationship with an author may break down over the choice of editor (“Why did you choose this person to edit my book?”), ensuring that the second edition never happens …

This is why the SFEP considers CPD essential for editorial best practice and maintaining high standards, not just among its members but in the publishing profession as a whole. All members of the SfEP are also expected to abide by its Code of practice, Ensuring editorial excellence. Being aware of and following best practice is part of being a professional, doing the best job possible within the constraints of the budget and surviving in a changing industry. Undertaking regular CPD activities is the best way to ensure you’re doing that. These of course include undertaking training courses and attending conferences and workshops, but more informal activities count too: catching up on articles and blogs on editorial best practice; learning a new keyboard shortcut; adding a new macro to your repertoire. Filling in and maintaining your own CPD log is also a great idea, such as jobs.ac.uk’s Interactive CPD Toolkit, a free downloadable guide and interactive log for CPD journaling.

How does CPD help us maintain best practice?

CPD is an essential part of being able to call what you do a career – the word itself implies progress, a person’s ‘course or progress through life (or a distinct portion of life)’ according to the OED – and in order to stay ahead in the game and be the best you can be, you’ll want to keep your skills up to date. It is also rewarding to be able to look back and see how far you’ve come; to have goals to aspire to; and to grow in yourself and your profession. There’s always something new to learn and that’s what CPD is all about: keeping an open mind, always learning and always growing. Where do you want to be in a year’s time, or three years? Or five years? CPD can help you realise your long-term goals too.

What does it mean in the context of the SFEP and upgrading?

The SfEP’s membership upgrade process is designed to encourage its members to think about CPD and to progress through Intermediate Membership (IM), Professional Membership (PM) and eventually Advanced Professional Membership (APM). Aspects such as training and experience are assessed in meticulous detail by an Admissions Panel; and for Professional and Advanced Professional upgrades, this includes references from satisfied clients as well. Evidence of CPD gained in the past 36 months before upgrading to Advanced Professional membership is also required.

Members who have reached these two highest membership tiers are also entitled to their own entry in the SfEP’s Directory of Editorial Services, which is well known among publishers and businesses as the place to look for the best freelance editorial talent.

Put it to the Panel

The SfEP’s upgrade process is shrouded in some mystery, mainly because the whole nature of it is confidential to ensure that every application is assessed fairly and without any bias. All upgrade applications are assessed anonymously; the Admissions Panel assessors never know the identities of the applicants. (This is why applicants shouldn’t post test scores on the forum or other social media, or at least not until an application has been assessed and the result is received.) Panel members are Advanced Professional members of the SfEP. Assessing membership upgrade applications involves weighing up the value of an applicant’s experience, training and CPD to discern whether the SfEP’s standards have been reached.

What makes a good upgrade application?

Here are some (anonymised) quotes from some of the SfEP’s Admissions Panel:

No detail is too small:

“I’m happier with an application that shows that the applicant has taken the time and trouble to read the wealth of information on upgrading available on the website, and has put themselves in our shoes: ‘What can I do in my application that will make it easy for the Panel to say yes?’ This is a skill I’d expect to see in a good copy-editor or proofreader. Can this applicant anticipate their client’s needs and produce, say, handover documentation to meet them? Has he or she actually read the brief? We make it very clear on the website that, for instance, we need to know hours of freelance experience. So produce that information, not in days, or weeks, but hours. We make it clear that we need to know the proportion of time an in-house editor has spent exercising the core skills (copy-editing and/or proofreading) and are delighted when an applicant gives us that information.”

Remember you’re a professional:

“Remember to proofread your application with as much care as you would give to any proofreading or editing job. It should reflect your professionalism and attention to detail. Typos, errors and inconsistencies are noted by the Panel and can count against you, particularly for the higher levels of membership.”

But on a lighter note:

“The Admissions Panel are here to help you upgrade rather than to bar the way, so they appreciate anything you can do to help them help you!”

Continuing professional development is essential throughout a copy-editor/proofreader’s life, and it doesn’t stop when one attains Advanced Professional membership or the point where the work finds you, rather than the other way around. It’s a constant.

The SfEP’s professional development day for educational publishing is due to take place in London on Monday 12 November. You can find out more here.

Got any questions about CPD and the SfEP? Email the SfEP’s professional development director, Anya Hastwell, at profdev@sfep.org.uk.

Anya Hastwell, the SfEP's professional development directorAnya Hastwell is an Advanced Professional Member of the SfEP as well as serving as its professional development director. After working in-house for several publishers for nearly 10 years she went freelance in 2014, and works on an enticing array of non-fiction material from medicine to history, ably distracted assisted by three feline helpers. 

 

Posted by Abi Saffrey, SfEP blog coordinator.

PerfectIt Cloud: what Mac users have been waiting for

Simone Hutchinson reviews Intelligent Editing’s new PerfectIt Cloud, the first version of the respected consistency and error checker to work on Macs (in Word 2016).

The full version of this review first appeared in the July/August edition of Editing Matters, the SfEP magazine. (Note: Simone was using a beta version so that this review would be ready in time for the official launch of PerfectIt Cloud.)

Introduction

Having been invited to review PerfectIt Cloud for Mac (beta), my main concern was that my relatively meagre experience of using editorial support software would prevent me from making the most of PerfectIt and limit the value of my report. I hope that what follows will help you decide whether to purchase the software; this review should be relevant to Mac users who have not used PerfectIt before.

I tested three different kinds of Microsoft Word document: a US geology article (~2000 words), a non-native English law journal article (~6000 words) and a UK law book (~46,000 words).

Is it easy to use?

Installing and setting up PerfectIt Cloud is straightforward.

If you are using PerfectIt Cloud for the first time, you will be presented with an outline of its features. This start-up introduction to the software emphasises its role as a style sheet and consistency tool. If you are an experienced editor, I think these start-up welcome screens are the only preparation you need before using the tools. PerfectIt is so easy to use that I do not think there is a need for a new user who is an experienced editor to require training on PerfectIt, although watching the demo videos would still be useful as I feel that audio and visual walkthroughs help cement what is learned by trial-and-error practice. However, for editors who are new to the profession, some training in the use of style sheets and consistency checks would be extremely helpful prior to using PerfectIt.

The sidebar has an intuitive design that presents its information clearly, although there is one minor flaw: the floating ‘i’ icon that appears in the right-hand corner of the PerfectIt panel sometimes obscures the ellipsis button.

Screenshot of PerfectIt Beta information menu

PerfectIt’s information menu

At each stage of the analysis process you are presented with the option to view the location of the suspected error and to fix it. If a long list of locations is offered, you can fix items selectively or have them all done at once. This is particularly useful if your document contains quoted matter (where you don’t want to change the source’s spelling or style). If you accidentally choose ‘Fix’, don’t worry, there’s an Undo button. Being able to review every word that PerfectIt flags up is useful for compiling a word list in your style sheet.

When testing PerfectIt on a legal text (a book on interpreting housing legislation, aimed at the legal practitioner), it helpfully pointed out that the style setting I applied at the start of the analysis (UK spelling) prefers the spelling of judgement with the ‘e’, but that ‘judgment’ may be required in certain legal contexts. Well done, PerfectIt!

Screen shot of PerfectIts hyphenation of phrases section

Option to fix an item or move to the next step

At the end of the process you are able to see a list of the changes that PerfectIt applied, by clicking on the button ‘See what PerfectIt did’. This list has a useful ‘Copy’ option, which means you could maintain change reports for your clients (or your own use). And other reports are offered for viewing at the end of the analysis: ‘Table of Abbreviations’, ‘Summary of Changes’, ‘Text in Comments’.

Screenshot of PerfectIt Cloud's navigation and test page

Click the ellipsis to reveal the full test list.

Will it save me time?

PerfectIt saves time in the workflow by automating a useful range of spelling, punctuation and style checks. It analyses the text to identify inconsistencies in spelling, capitalisation in headings and phrases, hyphenation of phrases and words, abbreviations defined twice or not at all or not used, brackets and quotes left open, and list punctuation.

PerfectIt also lists abbreviations without definitions, which, in a document that contains numerous instances, saves you time by providing you with them all in one list — compared with the process of discovering them manually one by one and adding them to a separate list. You can deal with them all in one go with PerfectIt. However, the ‘Table of Abbreviations’ report option at the end of the process did not work in the Beta version (but should be fixed in the release version).

Without the aid of software automation tools, the time it takes to perform a standard copy-edit on a set length of text will vary from editor to editor. I hope the following timings can be compared with those of your current workflow. The legal book of 46,000 words took me just under one hour to fully check, using every possible test in PerfectIt. The mining article took less than ten minutes. The non-native English law journal article took around 15 minutes. Completion of individual tests can take up to 30 seconds, but on average they took around five seconds.

Will it improve my work?

One of the advantages of PerfectIt is that it trains you to think methodically about your workflow, which in turn helps you become a more efficient editor and writer. After repeated use of its step-by-step approach, combined with clear visual walkthroughs of each step, you will memorise a large part of your editorial checklist and be able to quickly prioritise certain tests according to the kind of document you are working on. While I am not suggesting that this is the death of pen-and-paper checklists, which by the act of writing them provide a similar kind of memory training, there is no doubt that this software helps you to focus more on the work. It does the menial work for you, but makes that menial work visible and requests your approval at each step, so you will not forget essential editorial processes. Consequently, you will spend less time and mental effort on the activity of checking for problems while increasing mental effort on the job from a management perspective. PerfectIt is your editorial assistant and even a bit of a copy-editor. You can become a better editorial project manager by using it.

By saving you time through greatly reducing redundancy in your workflow, PerfectIt also minimises time spent typing. For people with health conditions affecting the hands, this unexpected benefit will be a welcome bonus.

What are my criticisms?

In terms of functional problems with the PerfectIt Cloud, I only noticed some slightly buggy behaviour of the report options and the location of the floating information icon. These should be relatively easy to fix by the time of release, hopefully. A usability improvement might be to move ‘Check Consistency’ from the styles menu to the tests menu.

PerfectIt Cloud is not a comprehensive editor’s toolkit. It does not check footnotes, table or illustration captions and their cross-references, URLs, header or footer matter, or page or section breaks, and does not offer any options to work with Word styles. Neither is it designed to check for inaccuracies in grammar. For editors keen on customisation options, PerfectIt Cloud might seem limited – but this is more of an observation than a criticism (and the developers do promise these are coming in time).

Is it worth upgrading to Word 2016?

You need to have Word 2016 to run PerfectIt Cloud on a Mac. I upgraded from Office 2011 to 2016 this year, and have found there to be a few useful benefits. Importantly for editing, the review panel is better. The redesign of the menus in general improves the logic of menu items as well as their visual presentation (less cluttered now, and simpler). Word 2016 feels lighter, better organised and clearer. These things probably have helped me focus better on projects. With all these benefits, I have found the upgrade worth it.

I can see that using PerfectIt will increase my productivity and reduce the psychological resistance I put up to dull tasks. It will make the physical aspect of editing work easier (less typing). It will help me become a better project manager.

The price of PerfectIt Cloud for SfEP members is $49 per year (available via the SfEP website). I think it is well worth it, especially considering that further features will probably be added.

 

Simone Hutchinson

Simone Hutchinson began freelance editing in 2017 after nine years in editorial support and house editor roles in academic publishing. In February 2018 she set up Orlando Press.

 

 

Posted by Abi Saffrey, SfEP blog coordinator.

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

Editorial CPD: new courses to skill up in project management, web editing, copyright and more

SfEP courses cater for the whole range of experience, from beginners to established editors who would like to update and extend their existing skills. Our proofreading and copy-editing suites give a sound basic training to anyone, no matter what their background.

We also offer courses in specific types of editing and proofreading.

Our newly launched online course Proofreading Theses and Dissertations is a good example. The work required may be the same as for any other proofread – checking for errors in spelling, punctuation, grammar and consistency – but the thesis or dissertation must be the student’s own work, so there are ethical issues around what you can change or, indeed, what you can point out to the student.

Are you looking to widen the scope of the work you undertake? Our online course Editorial Project Management may be what you are looking for. The course is aimed at experienced editorial and other publishing professionals. It explains what project management is, without using jargon. It aims to give you the skills to undertake the tasks involved and to equip you with the understanding to manage a project and yourself skilfully. Throughout the course, you will work on two (fictitious) projects in 35 self-assessed exercises.

Courses under development

We are constantly working on improving our courses. A revamp of the look and feel of the online courses is currently in progress – watch this space for developments!

New courses scheduled to come onstream in 2018/19 include:

Editing Digital Content – a complementary course to Web Editing, this course will look at the special considerations involved in editing digital materials such as interactive content (where the user interacts with material on a computer screen) and other non-interactive content, such as video clips, spreadsheets, PDF files, which may or may not be downloadable. The course will be especially useful to anyone working in the fields of education and training.

Copyright for Editorial Professionals – this course will help you to understand what copyright is, what types of material are copyrighted and the process by which you can gain permission to reuse material.

Jane Moody, training director

The SfEP conference – career development for all editorial professionals

The 29th SfEP conference is being held at Lancaster University from 8–10 September 2018. The conference is always an excellent opportunity to develop professional editorial knowledge, find out about developments in the publishing industry, and network and socialise with like-minded colleagues.

The theme of the 2018 conference is Education, education, education, and the emphasis will be on continuing professional development and its value to editorial professionals. The programme will feature hands-on workshops, stimulating and relevant speakers, and opportunities to explore areas of editorial work that may be new to you.

Every year, there are enthusiastic articles and blog posts written by delegates, many of whom are freelance editors and proofreaders. But the conference is attended by in-house staff too, and a few have shared their thoughts here on how useful it has been for them in their work.

Marissa d’Auvergne of the IFRS Foundation attended the conference in 2017 for the first time. She decided to attend for CPD, having attended an in-house training course at another workplace led by a tutor from the SfEP. When her new manager suggested the conference, she ‘leapt at the chance to attend’. She was impressed by the variety of sessions available, and enjoyed the chance to meet colleagues from other editorial disciplines, and editors with many more years of experience. As she put it, ‘I was exposed to so many new things and learned so much.’ She commented on specific points of learning that have helped in her work:

We started to use PerfectIt, which has increased our speed and efficiency. I learned about corpora, and have since been able to find more authoritative answers to questions about collocation. I also learned skills that made some personal writing projects run a lot more smoothly.

It was also the first time for Hedi Burza from the European Parliament. She ‘saw the conference as a learning as well as a networking opportunity’, and was also curious to see how others working in the same profession do their jobs outside the EU institutions. She felt it improved her attitude towards and perception of her editorial practice, and also wished for ‘a similar organisation [to the SfEP] in Hungary and/or an international one in the EU’.

Finally, Michele Staple of The Stationery Office has attended the SfEP conference many times, for ‘networking opportunities’ and ‘keeping abreast of changes in the industry’. She uses it to find new contacts to try for freelance work she needs to outsource. Commenting on last year’s conference, she felt it improved her editorial practice, saying that ‘it was stimulating, and encouraged me to try things I’d put off doing’. She said that she’s ‘always made to feel very welcome’. Finally, she added that ‘It’s the only time I actually get to meet the people who have so often helped me out with my last-minute requests.’

photo 2016 croppedLiz Jones worked in-house between 1998 and 2008. When not editing she writes fiction, and also blogs about editing and freelancing at Eat Sleep Edit Repeat.

 

 

Places for the 2018 conference are selling well, so don’t delay – book your place now! The early-bird rate is available until 20 April.

Wise owls: freelance business goals for 2018

This month, the SfEP wise owls share their tips for setting realistic goals that match your individual ambitions, and consider how small changes can have a big impact on your career in 2018.

Being motivated to set goals to boost your career in the new year can be difficult. Many feel compelled to set over-ambitious resolutions to make this THE year they achieve a high-flying freelance career, regardless of their personal circumstances or goals. If you are feeling overwhelmed by the expectation of planning for the new year, don’t worry, the SfEP parliament is here to help.

Sue Browning

Sue Browning

Around the turn of any new year there’s always a plethora of advice on reviewing the year just past and setting goals for a brave new you in the year to come. And it’s always good to take stock and review what worked for you and what didn’t, what you enjoyed and would like to do more of, and what you never want to do again. It’s also good to review your fees, check out software and other tools, and look over your processes and see if they can be streamlined.

I’m going to say something heretical now. I’m not much of a one for setting goals and, with a few exceptions (CPD, holidays), I don’t make hard plans. Instead I try to make incremental changes in my behaviour that work towards increasing my overall efficiency and enjoyment of my job and life as a whole. The thing with incremental changes is that they are achievable and sustainable; the ambitious goals one tends to set under the influence of inspirational advice quite often turn out to be neither of these.

So why not resolve to learn some (more) keyboard short cuts – not just for Word, but for Windows/OS, your email client, Acrobat/PDF-XChange. Start with maybe one or two of the commands you use most frequently, learn or make short cuts and use them until they become second nature, then learn another one or two. Do the same with Find & Replace commands and maybe macros. Start simple and work up. If you do this regularly, you will soon accumulate a good arsenal of tools and techniques, you’ll be more efficient and your mouse-clicking finger will thank you.

Many of us will have just paid our tax bill, so it’s also a good time to start planning for the next one. If you can, consider setting a percentage of your earnings aside every month so next January (or July, if you’re in that bracket) isn’t such a worry. Put it in a high-interest account and try to forget about it. If you can afford it, also put some money aside longer term, to help tide you over those times when you are ill, or even as something for your retirement.

Hazel Bird

Hazel Bird

My suggestion for setting New Year business goals is to make this an opportunity to really focus on the one, two or perhaps three things you want to do with your business this year, or maybe improve on from last year. It’s all too tempting to look at all the interesting courses, self-development and business development ideas out there and want to do all of them. However, by spending some time thinking about what you want your business to look like by Christmas 2018, drilling down to find the key actions that are most likely to get you there, and then making sure you actually have time to carry out those actions, you’ll be more likely to see some real results from your efforts.

 

 Abi Saffrey

Abi Saffrey

Setting goals when you run your own business can be harder than doing it as an employee – there isn’t anyone else looking at the bigger picture for you. You’re the strategist, the business development manager, the marketing master, the holder of the purse strings and the person who has to make the results happen.

Whatever goals you set, consider how you are going to achieve them, by when and, just as importantly, why you want to achieve them. The hardest goals to meet will be the ones that are there just for the sake of having goals.

Break goals down into what you need to do to achieve them: your income won’t rise, your costs won’t fall, your skills won’t stay relevant, you won’t have a new service to market if you sit around waiting for some magical, mystical external force to make it happen.

Whatever goals and actions you decide on, there should be some training or CPD in there – it might be to learn a new skill, refresh or improve an existing one, or deepen relevant knowledge. You don’t know what you don’t know, and even training that revisits what you already know will keep you and your business on track.

Review your progress against your goals regularly – put reminders in your diary – and it’s okay to revise them, add to them or get rid of them if you realise they aren’t working for you or your priorities change. Keep records on progress or changes so that you can monitor your actions and decisions – and it’ll help you to keep the things out of your next set of goals that, it turned out, gave you nightmares.

Sue Littleford

Sue Littleford

Starting the year with a blank sheet of paper for your business new-year resolutions can be a bit daunting, but don’t overwhelm yourself with an impossible wishlist, or the feeling that this year you Must Be Perfect. Who needs that stress? Just aim to be better in some areas.

Review your financial records and decide on a training and development budget and an income goal, and think about what training you want to undertake. What do you need to upgrade? What do you need to fill in gaps in your knowledge or to consolidate what you already know and boost your confidence? What do you need to keep abreast of new developments in publishing or to add a new service to your offering? Must it be paid-for training with a certificate at the end, or are there YouTube tutorials you can do? Can you afford it this year, or can you at least save some money towards it, and do the training in 2019?

Think carefully about timing for best results. If you’re looking to expand your client base and one of your selling points is that you’re available throughout the summer, start cold-calling/writing two or three months before the main holiday period when many clients are wondering how they’re going to cope with their freelances taking time off.

Are there any clients you need to fire, who pay too little, or are more trouble than they’re worth? Make time to find and work for new, better clients.

Do you want to engage more fully with the SfEP? Do you have the capacity to volunteer? Or do you want to go to your local group meetings consistently? Perhaps your resolution will be to read all the SfEP emails and see what the Society is hoping its members will help with.

Maybe you have a hitlist of little niggles – procedures you want to nail down, documentation and templates you want to develop, a Word hack you want to find. Log them and tackle them.

Scatter your resolutions through the year – don’t try to start everything at once. And put review points in your diary when you’ll evaluate how much you’ve already achieved and decide the next steps. Resolutions are for life, not just for January.

John Espirian

For those new to the editorial profession, the best place to start is by taking good quality training. Without this, most people will lack the skill and confidence to do a good job for their clients. Thorough training should be a minimum requirement – so put that top of your agenda if you’re just starting out.

My goals for business success in 2018 are based on improving my marketing so that I can be better known in my space. That means continuing to post relevant and helpful content on my blog and looking for opportunities to enhance my profile via other streams.

One method I like is to appear as a guest on podcasts, as this is a quick and easy way to introduce yourself to new audiences. I’m aiming to make it on to 10 podcasts this year.

I’ve also decided to dedicate a little more time to in-person networking, so will be attending three conferences in 2018, including the SfEP’s annual conference at Lancaster University in September.

Liz Jones

I find it helps to have a clear understanding of where I’m at to see where I want to take things in the future. It’s worth spending some time analysing your business to find the answers to questions like ‘where does my income come from?’ (by client and by sector), ‘which clients pay best?’ (and worst) and ‘what do I spend most of my time doing?’. I did this last year, and the answers were illuminating – and in some cases quite surprising. Finding out what was really happening in my business enabled me to make some big decisions about who I wanted to keep working with, who I didn’t, and the type of work I wanted to spend most of my time doing. As a result I’ve streamlined the types of work I take on, but increased my income, and have also found time for creative pursuits on the side. Without taking the time to understand at a very detailed level what was happening in my business, I might not have felt able to make such changes for the better.

 

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

SfEP wise owls: continuing professional development for experienced editors

Welcome to the latest SfEP wise owls blog. This month, the owls provide advice on continuing professional development for experienced proofreaders and copy-editors.

website-votenow-1The team would like to take this opportunity to invite you to support our nomination for the 2017 UK blog awards. The public vote is open until Monday 19th December and you can vote for the SfEP blog via the UK blog awards website. We hope you have enjoyed reading about the SfEP and its members in the blog and would appreciate your support!

 

Hazel BirdHazel Bird
If you’re feeling on top of your game with your editorial skills, consider improving your knowledge of the fields you edit and the conventions those fields use. For example, if you edit fiction, take a creative writing course. Or, if you edit history, attend a webinar, read a book that challenges you, or consider a course or qualification. You can also attend subject-specific conferences or join discussion groups on social media such as Facebook. The more you know about your specialist fields (or the fields you want to specialise in), the better you’ll be able to tap into how your clients think, what they want from you as an editor and what conventions their field will expect them to follow.

Melanie Thompson
Sometimes the best CPD comes from unexpected places. A long time ago I did a brief stint as a school governor. I was sent on a short training course, and I learned a lot from that about working in teams, understanding more about how schools tick, and – crucially – things about curriculum development and changes in teaching methods. A few years later I attended a “maths for parents” evening class at my son’s infant school and learned some handy new mental maths techniques. Fast forward to 2016 and I went along to a parents’ forum at my son’s (senior) school, where the discussion topic was “use of IT in classrooms”, especially ebooks and students’ use of tablet computers. All these lessons popped into my mind during a session on education publishing at this year’s SfEP conference, and continue to inform my approach to working in that sector.

John EspirianJohn Espirian
Invest time in learning how to improve your website and how you can apply basic SEO to stand out. There are a million and one podcasts about digital marketing techniques. Listen to them while walking, driving, cooking, whatever. Even if only a tiny bit of that knowledge sticks, it will likely put you ahead of a lot of people who don’t know the first thing about optimising and promoting their online presence.

Answering questions on LinkedIn, Facebook and especially the SfEP forums will help you realise where you’re strong. Can you answer every question you come across? If not, what areas are you weak in? Why not deep-dive on those? How much of the SfEP’s own editorial syllabus do you know inside out?

Sue LittlefordSue Littleford
Lack of money doesn’t mean you have to forego learning. These are all free of charge. Explore the world of MOOCs (massive online open courses) as a free way of developing your subject, editorial or business knowledge (e.g. from FutureLearn, and Oxford University is offering its first MOOC from February), and use HMRC’s free webinars and videos to make sure you’re on top of your self-assessment, and claiming the right business expenses. Keep up with tech changes. Each month pick one, say, Word function you struggle with and master it. Don’t waste your time fighting with your software – find a YouTube video to help you use it and sign up to the WordTips emails for daily or weekly emails and access to a library of tips. Join the macros SfEP forum to get an insight into how people use macros to save time and improve effectiveness, and get support as you try things out. Apply the same approach to other software you use.

Margaret HunterMargaret Hunter
I’ve found that a good way to sharpen up my understanding of what it is that I’m doing is to think about how I explain the process to clients, especially non-publisher ones. Over the years I’ve written (and rewritten!) mini guides to help my clients, for example what happens during copy-editing and proofreading, and a checklist of things for self-publishing authors to think about. I’ve also put together business documents I need or find helpful, such as terms and conditions, a services contract, style sheet and queries templates, and the like. Thinking about how you explain your business to others could help you identify any gaps in your knowledge (go fill them!) and enable you to sharpen up your working practices to become more professional.

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Posted by Tracey Roberts, SfEP blog coordinator

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

 

 

 

 

 

 

 

 

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