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Preparing text for typesetters and designers

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What’s the difference between a typesetter and a designer, and why does it matter? How should copyeditors prepare text for typesetting? In this post, Rich Cutler gives us a brief introduction to the world of typesetting and design.

The first thing to realise is that copyediting is a game of two halves: editing the content (language, style, fact-checking, consistency …) and preparing the copy for the publication process. Although modern copyediting has changed significantly this century, the latter task (copy preparation) remains vital for most published texts.

Second, copyeditors need to know that a typesetter and a designer are different beasts: ‘typesetter’ and ‘designer’ are not synonyms, though some designers can typeset, and some typesetters can design. The copyeditor should ask their client whether the copy will be going to a designer or a typesetter.

It helps to know the background and evolution of typesetting and design when preparing copy. The two professions are often lumped together but in actuality are very distinct and require different approaches by copyeditors.

A brief history of typesetting

The origins of typesetting lie in printing. Gutenberg’s printing press revolutionised book making in the 15th century by its use of movable and replaceable metal type, which allowed books for the first time to be made quickly and as multiple copies – previously, books were mostly painstakingly handwritten. Early printing houses employed people who arranged or ‘set’ these individual metal characters as words, lines, paragraphs and, finally, pages, ready to print on sheets of paper: these were compositors, later called typesetters.

Typesetting centres on two key principles: aesthetics and readability. A typesetter will arrange text and displayed material (such as illustrations and tables) on a page so that the eye is led naturally from one idea to the next, making sure that the context is conveyed at a glance through careful placement of the elements on a page (eg headings and line and paragraph breaks).

Typesetters are problem-solvers. The ideal layout is not always possible – the perfect placement of, say, an illustration in relation to the design and the sense of the text may result in unacceptable positioning of subsequent material – so compromises are needed to achieve a balance between readability and aesthetics. Authors, clients and proofreaders may grumble about the less-than-ideal location of a figure, but an experienced typesetter will have sound reasons for its placement.

Typesetting has always been a highly technical profession. During Gutenberg’s time and into the 20th century, pages were composed as mirror images of the printed pages by placing metal type with reversed characters in backwards order into a frame. Hot metal typesetting was replaced by a photographic technique – phototypesetting – in the mid-20th century, and a record of the text composed by the typesetter was stored as perforated paper tape. Typesetters were so skilful that they could interpret the patterns of punched holes in the tape as typographical characters and layout. Phototypesetting machines in the 1970s replaced this paper record with magnetic tape, but were yet to have screens allowing the typesetter to see what they were composing.

Preparing copy for a typesetter

Today, typesetting, like many professions, is done using computers and specialist typesetting software costing several thousands of pounds (the best known being Arbortext). The historically highly technical nature of typesetting is visible in Arbortext and its ilk, which focus on showing the operator the content of a page on screen rather than its actual appearance (see the screenshot) – headings, paragraphs, lists, etc, have arbitrary styles that simply differentiate these items from each other and bear no relationship to how they will appear in print (not unlike Microsoft Word in the early 1980s – before Windows existed!). All text items are assigned tags in a computer language (typically XML) that defines what the elements are – and a master definition file dictates what should be done with these elements, such as their appearance in print and online (which may differ), and whether certain elements are to be hidden in some versions (eg for particular markets).

Typesetters are therefore very computer literate, and are familiar with Microsoft Word, computer code, styles, tags, macros and so on.

So, if a copyeditor provides a typesetter with tagged text, a Word file using styles or even a Word file using local formatting rather than styles, the typesetter should have no difficulty producing proofs with the required layout and appearance.

If the copyeditor wants to make the typesetter very happy – and to reduce proof errors – the copyeditor should

  • remove all unwanted formatting and styles that have been applied to the text
  • use a tagging or styles scheme only (or perhaps a combination) to indicate appearance
  • provide a key to their scheme.

Additionally, the copyeditor should flag anything out of the ordinary or requiring a specific layout or appearance (unusual characters, alignment and indents in, say, a poem, illustrations that must appear together, etc). Using local formatting to indicate the appearance and layout of text for typesetting is not ideal because this unsystematic approach can be ambiguous and unclear.

How designers differ from typesetters

Adobe InDesign hasn’t yet been mentioned. It is a graphic design program, not a typesetting program. Although it can be used for typesetting, it is slow and inefficient compared with dedicated typesetting software like Arbortext. InDesign is aimed primarily at graphic designers: in particular, a breed of designer that appeared alongside phototypesetting.

A phototypesetting machine produced photographic paper with an image of text. This could be an entire laid-out page, which was used to make a printing plate. However, the pages of complex publications like magazines or newspapers were easier to create by typesetting blocks of unlaid text, cutting up this text and gluing it (along with illustrations) to a sheet of card. These hand-made pages were then sent to the printer. Graphic designers who did this job were called paste-up artists: they were skilled designers, but did not have the technical focus on type that defined typesetters.

The widespread adoption of computers in the 1980s led to the appearance of desktop publishing (DTP) software aimed at graphic designers working in publishing. DTP software was affordable and easy to use compared with typesetting software, and allowed designers to typeset publications themselves for the first time. The best-known DTP program today is Adobe InDesign.

DTP changed commercial typesetting forever – and divided typesetters into camps:

  • those whose lineage is printing
  • those with a graphic design background.

To better understand how designers approach page layout compared with typesetters, we need to know a bit about DTP programs: they are the digital equivalent of paste-up – text and illustrations are placed in frames, which can be resized and moved about a page; also, a page will print exactly the same as it appears on screen (not unlike today’s Microsoft Word). A designer’s focus is primarily on aesthetics and appearance, and not so much on the structure and function of text like a typesetter. Most designers therefore have a less technical approach to typesetting, and may not use or understand tags or Word styles – many prefer to copy and paste text into InDesign, to deliberately lose all styles and formatting, then manually reapply styles and formatting in InDesign.

All typesetters work in a similar way, but the same cannot be said for designers: the copyeditor needs to find out how the designer wants text prepared. Some designers may be happy with a tagging or styles scheme, others prefer to copy and paste and then manually apply formatting. Some designers doing the latter may be efficient at spotting and transferring formatting, others may be more hit and miss, so highlighting formatting such as italics and superscripts for them can help.

About Rich Cutler

Rich Cutler began in publishing as a desk editor for STM publishers – first at Pergamon Press, then Harcourt Brace Jovanovich. He later became a freelancer and co-owner of Helius – a business that has been providing bespoke services to publishers for three decades, including development editing, copyediting, proofreading, project management, illustration, graphic design and typesetting. Rich is an Advanced Professional Member of the CIEP. He is also an occasional lexicographer, and helped to write the Collins English Dictionary and the Oxford Dictionary for Scientific Writers and Editors.

 

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.

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Photo credits: letters by Jirreaux, printing press by Mari77, both on Pixabay, Arbortext by Rich Cutler.

Posted by Harriet Power, CIEP information commissioning editor.

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

From desktop to publication

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Averill Buchanan works primarily as a fiction editor, but it’s not the only way she helps self-publishing authors. Here she talks about her background in graphic design and explains how it has enabled her to offer book production services as well.

From Word document to InDesign to printers’ proofs to finished book

I’ve been working as an editor now for 14 years, specialising in fiction, but it isn’t the only aspect of the publishing process I can help with. I started my working life as a graphic artist, serving my time as an apprentice at a printers before moving on to run my own design consultancy. Twenty odd years later, the advent of self-publishing has drawn me back to my first career, and nowadays I also provide a range of book production services – typesetting and design for print, as well as ebook conversion.

Transferable skills

The graphic design industry has transformed since I left it in the mid 1990s to study English at university as a mature student. Computers and desktop design software have replaced Letraset and SprayMount, and designing for the web is a new area of expertise. But the thing about graphic design is that regardless of the tools you use, you never lose your aesthetic sensibilities, your feel for what works visually, or your tendency to volunteer an opinion of a book cover or logo even when you haven’t been asked. Once a graphic designer, always a graphic designer, I add by way of apology.

Me as a graphic designer in 1990

Self-publishing

I joined the editing profession at just the right time. Around 2009, technology was making self-publishing available and accessible to anyone who had a computer – no design ability required. It didn’t take me long to realise how useful I could be to many of my editing clients – self-publishing authors who just wanted to write but didn’t have the design nous or patience to teach themselves how to produce good-looking books.

When I first offered book layout services, I used Word to create the interior of books destined to be printed through CreateSpace, Amazon’s old Print-On-Demand (POD) service. But I’ve since taught myself to use professional design software, notably Adobe Creative Suite, and now do all my typesetting and layout work in InDesign. It was a steep learning curve, but well worth it. Among other things, InDesign gives you superb control of text, pagination and layout, and I’ve been able to progress from producing text-only novels to full-colour coffee table books.

I’ve also taught myself how to make ebooks, thanks to extensive on-the-job training in xml encoding and html during a stint as an academic research assistant. I use Jutoh software to convert well-formatted Word documents, with or without images, into epubs and mobis (Kindle’s proprietary ebook format).

I tend not to offer cover design unless the client is publishing for friends and family only or is on a very tight budget. I prefer to send clients with commercial aspirations to a professional cover designer. It’s quite a specialised field and I don’t have the Photoshop skills (yet!) to make covers that can compete with trade-published books.

Hand-holding

Many authors find the online world challenging and it seems a shame to allow that to get in the way of them pursuing their life-long dream. So in addition to actually making the books, I also offer a hand-holding service to shepherd nervous authors through the online publishing process.

For instance, using screen-sharing software, I can sit with the client online as they set up their Kindle Direct Publishing (KDP) account and upload their book(s), or I can record a short video of me doing it on their behalf, which I later email to them. Some authors just want it all done for them, leaving them to log in to their dashboards to check sales figures.

Publishing consultancy

As the self-publishing industry has matured and become more professional, the options available can be overwhelming for authors. I can explain things in layman’s terms and offer advice about the route to publication that best suits their needs.

It’s important to establish authors’ objectives at the outset – not everyone wants to be published to make money. Some have written memoirs that are only for family and friends; others want to raise awareness for charities. For many writers it’s simply a personal ambition to get a book published – they don’t want to make a career out of it. At the other end of the spectrum are authors determined to set up their own presses and be as professional and business-like as their budgets will allow.

I advise authors with little to no knowledge of publishing about things like buying ISBNs, setting up their own imprints, the differences between POD and litho printing, and the value of producing ebook editions. I can also help them cost it out. I don’t offer marketing as a service, but it needs to be factored in when offering advice about production. For example, if it’s important to an author that they see their book on the shelves of a high-street bookshop, they need to be aware of how difficult that is to achieve as a self-publisher. Or if an author’s ultimate goal is to give talks and handsell their book at events as well as online, they might want to consider getting, say, 100 copies printed at a printers, in addition to publishing via KDP. My aim is to help authors make the best decision for their circumstances, taking into account their goals and priorities, their budget and how they plan to market their book.

One-stop shop

While some authors prefer to build their own self-publishing teams, hiring different freelancers to handle each aspect of book production, others prefer to work with the same person from start to finish. It’s easier for them to manage the project this way, and as we develop a good working relationship, things go more smoothly. I alert authors to the pitfalls of having the same person edit AND proofread the text, and often, with their permission, I’ll outsource the proofreading. But if they prefer me to do it, for whatever reason, I’m somewhat reassured in the knowledge that other processes, like typesetting or layout further down the line, are another opportunity for me to see the text in a new way; any lingering typos or inconsistencies usually leap out at me later on.

When I quote for large projects that involve several steps, I break the work down into its discrete tasks and agree staged payments with the client in advance. Scope creep is almost inevitable in a big job; the important thing is to keep the author updated and informed of any increased costs.

Some of the books I’ve worked on recently

Book production uses a different part of my brain – I can listen to music while I do design work, whereas I need total silence when I’m editing or proofreading. I enjoy the variety of the work and getting to flex my design skills again. And, of course, there’s a great deal of satisfaction in seeing a publishing project through from the editing stage (sometimes even earlier) to the finished product. But the best reward of all is hearing from an excited author when they see their book for sale on Amazon or when they get to hold a copy in their hands at last.

Averill Buchanan is a recovering graphic designer and fiction editor. She is an Advanced Professional Member of CIEP, a Full Member of AFEPI Ireland and a Partner Member of the Alliance of Independent Authors (ALLi). She also runs her own publishing imprint, Herself Press, which aims to (re)publish the work of neglected women writers from the North of Ireland.

 

Over 170 Professional and Advanced Professional CIEP members offer ‘book production‘ as a service.

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

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