Tag Archives: training

Flying solo: Training and CPD as a business asset

In ‘Flying solo’ this time around, Sue Littleford sets out why we should always consider training and CPD a vital cog to keep the wheels of our business turning.

Huh? A business asset? Training and continuing professional development? Well, yes, that’s exactly what it is. And as with the acquisition of any asset for your business, it’s something you should approach with deliberation.

If anything will bear a cost–benefit analysis for a sole trader or other small business, it’s the investment of your time and money in refreshing and developing skills and learning new ones. So let’s take a look, first, at the benefit side of that equation.

The benefits of training and CPD

  • Knowing what you’re doing: investing in your training, rather than relying merely on having a good grasp of spelling, punctuation and grammar, is one of the principal ways to keep imposter syndrome at bay. You will know you know what you’re doing.
  • Marketing: when you’re confident that you know what you’re doing, it’s so much easier to market yourself and to craft robust CV and website text. Ayesha Chari demonstrated this beautifully when she wrote her out-of-office message before attending the 2023 CIEP conference: ‘I’m taking time off for CPD this month to raise my editing skills and business services for my clients!’ Clients do love a supplier who is up to date and investing in their skills, and I shall be brazenly stealing Ayesha’s idea!
  • Upgrading: I’ve been to the upgrade Q&A at the last two CIEP conferences and know that training is absolutely key for upgrading, as is evidence of recent CPD to become an Advanced Professional Member, so lay the groundwork now, with a solid basis in the core skills (how to actually proofread and/or copyedit) as a launchpad for future needs when you niche down. No knowledge is ever wasted. And a Professional (or Advanced Professional) Member badge on your website, marketing materials and socials is a great selling point.
  • Upgrading to at least Professional membership is not only a requirement for remaining in the CIEP beyond seven years, it also feeds into marketing as then you can take out an entry in the Directory, the go-to place to find an editor or proofreader for a huge range of clients. You can complete the training section of your Directory entry as another way of demonstrating to clients that you’ve invested in providing a good and knowledgeable service to them.
  • Working efficiently and effectively: when you achieve this, you can improve the effective hourly rate you achieve in fixed-fee jobs, as well as feeling in control of your business.

Woman writing in a notebook

The costs side of the equation

  • As with any asset, you need to decide what it is you need to learn, where you’re going to source it from, and exactly which course from many offers to choose. When you’re spending your own money on training, rather than your employer’s, these decisions become acutely important.
  • Budget time to do the course as well as the money to pay for it. It’s a waste if you buy a course then never find the time to do the learning. With self-directed courses, it’s far too easy to keep kicking that can down the road until access to the course is running out and you sprint through it far too quickly to get the most out of your investment.
  • Besides the time spent on the course itself, also budget for time to elapse between courses. Allow yourself the chance to embed your learning, to practise those new skills and to make them your own. Filling your head with a cascade of new ideas to implement can lead to incoherence, overwhelm and, yes, imposter syndrome. Take a breather between courses.
  • Plan: you can’t do everything; you certainly can’t do everything all at once. There’s a tab on the Training and CPD spreadsheet in the Going Solo toolkit (CIEP members only) to keep a wish list of courses you want to do. If you’re interested in learning more about a particular aspect of editing, then you can use that tab to keep a record of potential courses, and weigh up the pros and cons of doing each one.
  • Go with reputable suppliers for the biggest marketing bang for your buck, and the best educational opportunities. I’ve seen some courses offer the world for £29.99, on websites where they have a distance-learning course for every topic under the sun. Don’t waste your £29.99 – they’re not tremendous value, they’re inadequate training. They will not take you from novice to accomplished editor in ten easy lessons.
  • Where you can, prioritise courses that have some form of assessment, and tutor support. Checking your work against model answers is all very well, but properly supported training is invaluable when you’re getting your core skills under your belt. Such courses will take more effort on your part. Good! They’ll also impress clients more.
  • Speaking of costs, in the UK not all training is tax-deductible. Training that keeps your skills up to date is an allowable business expense. Training that puts you in the position to begin trading, or extend your business into a new area, even if it’s a related one, is not.
  • Record-keeping: back to the Going Solo toolkit for another tab: completed training. Keep a good record of the training you’ve taken and be ready for easier upgrading. The spreadsheet was designed with the upgrades process in mind – the Admissions Panel has approved it, so you can just send in your spreadsheet (trim it of the unnecessary tabs before you do) to save having to type out every editorial course you’ve ever done on the application form.

Never think you know it all

You don’t know it all. No one does. I know I don’t! There’s always more to learn in our ever-evolving field – that’s one of the joys of being an editor or proofreader!

I’m always disheartened when people say to me that there’s nothing more for them to learn, that they did one course, five years ago, so they’re ‘qualified’, and there’s nothing more they need to know. (Yes, I’ve really had people say that to me.)

There’s no ‘qualification’ per se in the editorial world. Graded membership, as in the CIEP, and Australia and New Zealand Aotearoa’s Institute of Professional Editors (IPEd), is pretty rare, and the best proxy for ‘qualification’. Other countries and other membership organisations have certification courses but this is not the same ‘qualified’ as a doctor, a lawyer or a civil engineer. No editor should be speaking of being ‘qualified’ in that sense. And qualified doctors, lawyers and civil engineers (among many others) have a requirement to evidence a minimum number of CPD hours each year to retain membership of their professional organisation.

Unless you keep abreast of what’s out there, you may not even know what you don’t know. Be curious – a key requirement for good editing. Read the CIEP’s Curriculum for professional development to see what else you might pursue and don’t forget training beyond editing if you’ve got a need for subject-specific learning, or, indeed, business-skills learning.

Which brings us to …

Unconscious incompetence to unconscious competence

I first came across the Hierarchy of Competence model in management training, many years ago, and I’ve since encountered the related Dunning–Kruger effect, which adds the idea that, to paraphrase heavily, in areas where we don’t realise what we don’t know, we are more likely to think we know rather more about it than we actually do.

Although it’s often presented now as a pyramid, when I first came across the Hierarchy of Competence model, it was shown as a staircase.

Competence Staircase

Unconscious incompetence is a happy place – you don’t know much, and you don’t realise just how little you know.

Conscious incompetence is a less happy place, but it’s a place of growth – you’re alerted to the fact that the thing you’re learning is actually bigger than you thought. Hopefully, though, it’s also an exciting place to be as you start to explore your new skills and milieu.

Conscious competence isn’t the happiest of places, either, but things are improving – you’re aware of how much you need to practise, and how much more there is to learn, but you’re getting used to wielding your skills and seeing results. It’s still all a bit of an effort, though.

Unconscious competence is great – you’re just getting on with the job and doing it well.

However, don’t think that this unconscious competence is the end of your learning journey. It does take some effort to stay there, or you’ll find yourself tumbling down the stairs as the landscape changes around you. That’s your cue to undertake CPD – emphasis on the C.

About Sue Littleford

Sue Littleford

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

 

 

About the CIEP

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

Find out more about:

 

Photo credits: header image by cottonbro studio, woman writing in a notebook by RF._.studio, love to learn by Tim Mossholder, all on Pexels.

Posted by Eleanor Smith, blog assistant.

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

Flying solo: Editor education – an essential investment

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Maintain that inquisitive approach.

A sign reading 'love to learn' points towards a figure walking along a road

Record-keeping

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

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

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

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

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

Planning and budgeting

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

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

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

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

Tax implications

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

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

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

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

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

This is the advice on the GOV.UK website:

Training courses

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

The training courses must be related to your business.

You cannot claim for training courses that help you:

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

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

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

Takeaways

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

About Sue Littleford

Sue Littleford

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

 

 

About the CIEP

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

 

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

Posted by Sue McLoughlin, blog assistant.

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

Curriculum focus: Educational publishing

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

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

Knowledge criteriaEditorial competency, professional skills and attitudes
2.1.2 Schedules and budgeting• Understands the importance of scheduling and budgeting within any publishing process
• Understands the influence of the schedule/budget on the scope of editing/proofreading
2.1.3 Editorial processes• Understands the meaning and significance of common editorial terminology
• Understands the roles and responsibilities of members of an editorial team
• Understands the stages of the editorial process
2.1.4 Production processes• Understands the roles and responsibilities of a production team
• Understands the meaning and use of common production terminology
• Understands the stages of the production process (eg prepress, print/electronic production)
2.3.3 Clarity in writing• Understands the need to avoid ambiguity
• Understands appropriate use of language and tone
• Understands conciseness (elimination of redundancy/repetition)
• If space is limited or layout is fixed, is aware of the need to fit any change into the available space without causing a new problem
• Can reword appropriately to simplify, clarify or shorten text
• Can identify whether material is well expressed and flows logically, with the ideas and wording easy to follow

Resources to support your learning and CPD

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

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

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

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

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

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

About Jane Moody

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

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

 

About the CIEP

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 Pixabay on Pexels.

Posted by Sue McLoughlin, blog assistant.

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

Apply now to the Printing Charity’s Rising Star Awards

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

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

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

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

Three women sitting together at t desk and co-working at their laptops

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

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


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

About Rosie Catcheside

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

 

About the CIEP

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

Posted by Sue McLoughlin, blog assistant.

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

Curriculum focus: Developmental editing

In this regular feature for The Edit, former training director Jane Moody shines a light on an area of the CIEP’s Curriculum for professional development.

Developmental editing is a tricky one to pin down in the curriculum. You could argue that anything that applies to general editing also applies to developmental editing, so all the skills are equally applicable. There are not many specific resources to support learning in this area, although there are some specific courses.

In the table I have picked out some of the competencies, skills and attitudes that you should be able to evidence under each of the criteria. I’ve listed some suggested supporting resources below the table.

Knowledge criteriaEditorial competency, professional skills and attitudes
2.2.3 Voice and tone• Understands reading level, register (degree of formality) and use of terminology appropriate to the type of publication and audience
2.3.1 Judgement of sense• Has general knowledge appropriate to the genre and subject area they are working with
• Understands judgement of sense: does content appear correct and appropriate for context? If doubtful: flag, query or change? Is change justified and appropriate?
• Understands vocabulary and idioms (corrects any easily confused words; if not the right word, can supply a suitable replacement)
• Can explain/justify changes
2.3.2 Judgement of voice• Understands and respects author’s voice but can assess whether suited to the content and the target/likely audience, appropriateness for context
• Can make changes in keeping with context
2.3.3 Clarity in writing• Understands the need to avoid ambiguity
• Understands appropriate use of language and tone
• Understands conciseness (elimination of redundancy/repetition)
• If space is limited or layout is fixed, is aware of the need to fit any change into the available space without causing a new problem
• Can reword appropriately to simplify, clarify or shorten text
• Can identify whether material is well expressed and flows logically, with the ideas and wording easy to follow
2.3.4 Author and client queries• Understands judgement required for author queries (when, what and how) and how many queries are appropriate
• Can ask relevant client queries (remit, style, problems), and to judge how many, when and how to ask
• Can formulate clear, concise, useful questions
• Understands when to alert client to problems of content
• Can raise appropriate queries and deal with redundancy, omission, errors and inconsistencies, all within the limits of schedule and budget
2.4.9 Project style sheets• Can create a project style sheet
• Is aware of what can be expected, what is usually essential, what could be included in a project style sheet
2.4.10 Managing an editorial project• Understands the possible extent and limits of an editorial project manager’s remit
• Understands scheduling and planning a project
• Can adapt to changes in schedule or resources
• Understands the need to work within a budget
• Understands the need for good communication and briefing with all parties in a project
• Can take on aspects of the editorial project manager’s role when necessary
3.1.2 Assessment of the manuscript and brief• Has ability to assess a manuscript and agree a brief
3.1.3 Structural editing• Understands the principles of structural editing: detailed analysis of the text, advising the author of any structural or major changes required
• Can identify and analyse themes and plot types; author’s voice and style; different points of view; dialogue; consistency of plot, timeline and setting, character, language

Resources to support your learning and CPD

When it comes to fiction, developmental editing is possibly served by more resources, and you can find courses and literature to support your learning.

Sophie Playle has written a CIEP guide, Developmental Editing for Fiction, which is a good place to start.

If you work in non-fiction, the equivalent CIEP guide, written by Claire Beveridge, is Developmental Editing for Non-Fiction.

Both guides give a good list of further resources at the end, so I won’t repeat them here.

Sophie Playle offers training courses in this area for fiction editors:

  • Developmental Editing: Fiction Theory
  • Developmental Editing in Practice

She has also recorded a useful webinar: Guiding Principles for Developmental Fiction Editing.

The blog post What Is Developmental Editing? The Writer’s Guide to Developmental Editing by Alice Sudlow is aimed at authors but is also a neat summary of the process for editors.

I found an interesting summary from Scott Norton, in his book published in 2009: Developmental Editing: A Handbook for Freelancers, Authors, and Publishers, published by the University of Chicago Press. He gives a concise set of 12 ‘rules’ for developmental editors, starting with ‘be realistic’. The book is available from all the usual sources.

Of course, the CIEP online courses will help you too. You might try:

About Jane Moody

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: Sticky notes and coloured pens by Frans van Heerden on Pexels.

Posted by Sue McLoughlin, blog assistant.

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

Ten bookish books of 2022

2022 was a good year for books about, well, books: their history, what constitutes them – from their different sections to their individual paragraphs, sentences and words – and the places they can live. In this article we look at ten books, published or reissued this year, that people who are interested in books – professionally or for fun – will love. Some of them have already featured in the CIEP book reviews slot in The Edit, our newsletter for members, and on our website, and some are in the pipeline for review. We’ve listed them in order of release.

1. Comma Sense: Your guide to grammar victory by Ellen Feld (Mango, 18 February 2022), 288 pages, £16.95 (paperback)

‘Food and grammar have a lot in common!’ according to this book’s author. Based on US grammar, Comma Sense contains useful advice, brief but clear lessons, and fun quizzes – some cooking-based – for all writers and editors. Our reviewer said: ‘This encouraging book would refresh the grammar skills of a variety of time-strapped word wranglers, from creative writers, to businesspeople, to editors.’

Read the CIEP review. Buy this book.

2. How Words Get Good: The story of making a book by Rebecca Lee (Profile, 17 March 2022), 384 pages, £14.99 (hardcover)

This book, in fact, is about the making of many books. The author is an editorial manager at Penguin Random House, so has overseen all the stages of book production, working with the people who are essential in each of them, from authors to indexers. There are plenty of entertaining behind-the-scenes stories, and you’ll come away wiser about exactly what goes into the creation of a book. Those who work in the industry are likely to feel acknowledged, their part in the process no longer a mystery.

Buy this book.

3. Portable Magic: A history of books and their readers by Emma Smith (Allen Lane, 28 April 2022), 352 pages, £20.00 (hardcover)

Emma Smith’s work, ‘a thing to cherish’, according to The Guardian, examines books as objects: scrolls, mass-marketed paperbacks, hiding places, decoration and even fuel for the fire. Smith tells the stories of the different types of books that have emerged at different points in history. People who cultivate giant piles of ‘to be read’ books rather than instantly transporting their chosen text to an e-reader will appreciate this appreciation of the physical, sniffable, page-turning hard copy.

Buy this book.

4. Rebel with a Clause: Tales and tips from a roving grammarian by Ellen Jovin (Chambers, 11 August 2022), 400 pages, £16.99 (hardcover)

To those who have followed her on Twitter, it feels like Ellen Jovin has been running her Grammar Table, where anyone can come and ask a question about language usage, for ever. In fact, it’s only four years. It’s been a packed schedule since that first appearance outside her Manhattan apartment, as Jovin has taken her table across the USA. This book tells some of the stories of the questions brought to the Grammar Table, and examines the grammar behind the answers. There are diagrams and ‘quizlets’ to support Jovin’s explanations. A must for any grammar lover.

Buy this book.

5. Blurb Your Enthusiasm: An A–Z of literary persuasion by Louise Willder (Oneworld, 1 September 2022), 352 pages, £14.99 (hardcover)

The author of this book has written 5,000 blurbs, so she knows what she’s talking about. In Blurb Your Enthusiasm she gives ‘the dazzling, staggering, astonishing, unputdownable story of the book blurb’, and asks why publishers always describe books using those sorts of terms. Quirky, fun and illuminating, this is a treat for anyone who is interested in books or the art of copywriting.

Read the CIEP review. Buy this book.

6. A History of Cookbooks: From kitchen to page over seven centuries by Henry Notaker (University of California Press, 6 September 2022), 400 pages, £22.36 (paperback)

This broad and detailed history of the Western cookbook was first published in 2017 but has now been released in paperback. This is a fascinating read for all lovers of cooking and books, covering the evolution of recipe formats from bare notes to the detailed structure we see today as well as what we might call the ingredients of the books themselves – their writing, designing and printing.

Buy this book.

7. The Library: A fragile history by Arthur der Weduwen and Andrew Pettegree (Profile, 29 September 2022), 528 pages, £10.99 (paperback)

This history of libraries is entwined with the history of publishing and the development of society, so this book gives insights into all three. It has taken some centuries for libraries to hit their stride, in terms of access and stock, and reading about this might prompt a fresh appreciation of your local library branch. According to its CIEP reviewer, ‘this book is both informative and easy to read, and goes to all sorts of unexpected places. Come to think of it, that is much like a decent library, isn’t it?’

Read the CIEP review. Buy this book.

8. Reading the World: How I read a book from every country by Ann Morgan (Vintage, 29 September 2022), 416 pages, £9.99 (paperback)

Inspired by all the countries arriving at the London 2012 Olympics, Ann Morgan decided she would read a book from every independent nation. That’s 196 plus one – you’ll have to read the book to discover the story behind the extra one. Morgan’s literary journey is full of unexpected difficulties and wonderful finds, and this book is bound to inspire you to broaden your own reading horizons. Reading the World was originally published in 2015, with the paperback version released in 2022, so there are now years’ worth of stories about the project itself. You can find these on Ann Morgan’s website.

Buy this book.

9. Index, A History of the: A bookish adventure by Dennis Duncan (Penguin, 2 October 2022), 352 pages, £10.99 (paperback)

This is a ‘mesmerising’, ‘fascinating’ and ‘often humorous’ book, according to the delighted CIEP reviewer of Index, A History of the, who says: ‘This book should be on the reading list of every one of the (few) library schools that are left, and in the break room of every publishing house too. In fact, it should be in the home or office of anyone who has ever used an index.’ And the treasures don’t end with the body text. The index for the book – ‘excellent … beautiful as it is useful’ – was created by CIEP Advanced Professional Member Paula Clarke Bain, who in 2020 wrote a CIEP blog article on her typical week.

Read the CIEP review. Buy this book.

10. Why Is This a Question? Everything about the origins and oddities of language you never thought to ask by Paul Anthony Jones (Elliot & Thompson, 13 October 2022), 320 pages, £14.99 (hardcover)

Finally, dive into the nuts and bolts of letters, words and writing systems, grammar and language, and how we communicate and understand each other’s communication, with this entertaining book. Guaranteed to ask questions you’d never thought to articulate, Why Is This a Question? provides gems on every page. Quick, fun facts throughout for friends and family, or for enthralling your own word-loving brain.

Buy this book.


By the CIEP information team. Compiled with the help of Nik Prowse, CIEP book reviews coordinator. Read all our book reviews at: ciep.uk/resources/book-reviews/. With special thanks to our amazing web team, who post reviews with swiftness, good humour and unfailing attention to detail.

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 Taylor on Unsplash.

Posted by Harriet Powers, CIEP information commissioning editor.

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

A week in the life of a broad-spectrum editor and trainer

Gale Winskill is an editor with a varied workload: she edits fiction and non-fiction for publishers and indie authors, as well as providing training and tutoring for authors and editors. In this post she explains why she embraces this variety, and describes a (more or less) typical working week.

Keeping outside the box

I’ve been a freelance editor twice in my career: first, in Hong Kong back in the 1990s, when I wrote and edited school and university textbooks; and second, since 2008 in the UK, when my interests rather diversified.

In between, I worked in-house for ten years, primarily as a children’s editor, but also editing general adult non-fiction. Now, although my specialism is undoubtedly fiction (adult, YA and children’s) – which is what some of you possibly know me for – you might be surprised to know that I still dabble regularly in non-fiction and also do various bits of training.

I understand why some editors might find working exclusively on non-fiction to be more reassuring than the vagaries of fiction. Conversely, others prefer the flexibility of fiction to the rigours of reference systems or weighty topics. But for me, an assortment of fiction and non-fiction titles is infinitely preferable. I function better with a variety of things to work on, to ensure I don’t become complacent or bored.

Moreover, although known as a fiction editor, my refusal to be put in a subject-specific box also means that skills I learned in-house some time ago are still relevant today. I can apply my knowledge of references, bibliographies, permissions, captioning, illustrations, and so on, to non-fiction titles, or to certain types of memoir. And although my main area of work these days is general adult fiction, I still love working on children’s or YA novels, as well as picture books, which rely heavily on my previous experience as a children’s editor.

Then there’s the training. Alongside tutoring on the CIEP’s Introduction to Fiction Editing (IFE) course and writing/presenting the occasional course for other clients, twice a year I teach on the HarperCollins Author Academy. This course is specifically for authors from under-represented backgrounds, with the aim of helping them to negotiate the publishing industry.

Consequently, there is no such thing as a ‘normal’ week for me, as it really depends on my workload, client list or the time of year. That said, some things are set in stone. When the weather allows, I play tennis four mornings a week before work, in order to get some exercise and fresh air and vent any frustrations on a tennis ball rather than someone’s text. Then I’m at my desk and ready to go.

An atypical, typical editing week

So, let me introduce you to a fairly recent, but not-untypical week. It started with the copyedit of a substantial historical novel, written by an author whose previous work had just won a prestigious national writing award. But I didn’t know this when I accepted the work and confess to never having heard of the author before then! It was the first time I had worked for the publisher in question and the brief was short and to the point: copyedit the text; check the historical details and language idiosyncrasies; liaise directly with the author; send it back when it’s clean.

In my experience, it’s unusual to have direct contact with an author, particularly when the publisher has never worked with me before and the author is undeniably successful. So, to be handed the author’s personal email and told to return the text when the novel was clean was decidedly daunting.

At this point in the commission, at the start of the week, the main editing had been done, and the author and I were debating my queries and comments. These included the use (or not) of certain expressions at a specific moment in time, aided helpfully by the Historical Thesaurus, as well as the use of the ampersand (or not) in some historically extant company names – thank you, Mr Google!

The edited text went back and forth from Monday to Wednesday. The author capitulated on some queries; held their ground on others. Emails were exchanged at strange hours of the day and night, full of hilarious, sweary exchanges about everything and nothing, some of it even related to the work at hand. And then the novel was returned to the commissioning editor. Job done.

Laptop, coffee, notebook

During the same days, when waiting for responses to outstanding queries and comments on the above, I started work on a non-fiction book for a different publishing house. The original editor was on maternity leave, so my brief spanned both project management and editing. I was to wrest the work into a solid publishing proposition and guide the inexperienced authors along the way.

The text had been written in several disconnected incarnations that had eventually been cobbled together to form a vaguely complete text. But it still lacked an introduction and a conclusion to explain the authors’ aims and deductions. To complicate things further, a few of the original draft chapters had been looked at by another editor, so the text was littered with their comments, which also needed to be taken into account.

Before editing started, various behind-the-scenes discussions had taken place between me and the publisher to clarify what the imprint expected and wanted, the authors’ limited understanding of the publishing process and how it worked, and the specific issues that needed to be addressed in the text itself. These included:

  • Language and context considerations incurred by one of the authors being British and the other American.
  • Sensitivity issues related to the subject matter.
  • Cited text (of which there was a lot) requiring permissions not only from people who had contributed to the authors’ own podcast, but also from various publishers. The authors hadn’t yet addressed this and cited text comprised a considerable chunk of the narrative.
  • The lack of a recognisable referencing system for the incomplete, or non-existent, text citations.
  • And more worryingly, there was no visible, coherent narrative structure to present the book’s concerns to readers in a clear and accessible manner.

I have worked for this publisher for many years and generally, the texts they send me are in reasonable shape. But not this time!

The editing was very slow, as the authors’ meaning was often obfuscated and needed to be teased out. Over the next few days, a series of emails to my in-house contact, based on unexpected findings within the text, then led to a major rethink and completely different approach to the edit. My self-imposed deadline to return the text to the authors looked increasingly unachievable.

On Tuesday evening I escaped briefly to the monthly meeting of the Edinburgh Writers’ Forum (EWF), where I met up with another CIEP editor to enjoy an entertaining talk by Canongate’s Francis Bickmore about his publishing experiences. The EWF are a friendly lot, who kindly tolerate interloping editors, and abandoning work for a few hours of social interaction allowed my brain to power down and recharge.

Work continued throughout the rest of the week on the non-fiction text, interrupted only to field a few enquiries from private individuals, rather than publishing houses. On receiving sample texts, I duly drafted four quotes, two of which were accepted. One of my IFE tutees got in touch to ask for an extension, which I granted after consulting with the CIEP office.

Tutoring

And then it was Thursday and my final tutoring obligation for the fourth cohort of the HarperCollins Author Academy. The course is all online and covers fiction, non-fiction and children’s writing. I teach the fiction stream.

Weeks 1–4 encompass webinars on writing craft, which I present from an editorial perspective, based on the common issues I am always addressing in clients’ novels. There is also a session on the publishing industry in general. I love the class interaction with my students, but my favourite part is definitely the author panels in Weeks 5 and 6. Here, I get to meet and chat informally to some of the UK’s most successful fiction authors, as well as some newer, up-and-coming authors, who encapsulate a wide range of fiction genres. I facilitate a question-and-answer session in which no topic is off-limits, and let the students choose the direction of the conversation. Today – Week 6 – included one panel with two thriller writers and another with two fantasy authors, so there were lots of different considerations up for discussion.

I am always reassured that, despite some of these authors having sold 20–30 million copies of their books in multiple languages, they still have the same writing concerns and insecurities as the students. Without exception, they are all very generous with their time and advice to those starting out. It also helps that, without prompting on my part, they often reiterate the things I have spent the previous four weeks telling the students, which definitely bolsters my credibility!

As some of the Academy’s previous students have since gone on to win various literary prizes or to obtain publishing deals, my affiliation with the course is one of the most rewarding things I do professionally.

The end is nigh

And so to Friday. The non-fiction book is progressing, but the chances of getting it done before I take a week off look slim, especially as my weekend is full of family commitments. The publisher knows this and we will see where we are next Tuesday before I head to the airport on Wednesday.

The above might seem like a fairly frantic week. Admittedly, depending on my deadlines, I don’t always work on more than one text at a time, and my teaching commitments are spaced out across the year. But at the same time, it still isn’t that unusual to find me swapping between fiction and non-fiction projects, finishing one while starting another, and teaching in between.

Some might find my seeming ‘lack of focus’ perplexing and the above week exhausting, but the variety keeps my mind sharp as I switch between the requirements of different genres. It’s not for everyone, but the mixture of work also enables me to retain skills learned long ago, which might otherwise fall by the wayside if I focused purely on fiction.

Finally, such a broad-spectrum workload means that I don’t get fed up or bored with what I do, so overall, work is a pleasure, not a chore. And, for the most part, I can hit that early morning tennis ball without imagining it’s one of my authors or their text.

Update

Incredibly, after a major epiphany, a resultant increase in editing speed and a couple of very late nights, the non-fiction book was delivered on time before I went on holiday. It is currently with the authors, but will return to me sometime in the next few weeks. The next round of non-fiction editing will then continue into the start of the New Year … when I will also work on a fiction critique, teach again, attend a publishing event in London and copyedit another novel for a major publisher.

About Gale Winskill

Gale Winskill has been an editor since 1993, and has a wide range of experience across fiction and non-fiction. She is a judge for the Page Turner Award, and counts various prize-winning authors among her clients. She also provides training to both authors and editors on various elements of fiction writing and editing, and tutors for the CIEP and the HarperCollins Author Academy. Her clients hail from all over the world and encompass traditional publishing houses, private individuals and publishing training organisations. Whatever its genre, Gale enjoys spotting a manuscript’s potential and considers helping an author to develop and find their voice one of the best parts of her job. She is an Advanced Professional member of the CIEP.

 

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: Tennis balls by cottonbro studio, laptop and coffee by Content Pixie, both from Pixabay.

Posted by Harriet Power, CIEP information commissioning editor.

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

Round-up: CIEP conference 2022

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

Before: Hashtag excitement

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

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

During: ‘Viva hybrid conferences!’

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

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

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

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

After: Catching up and rounding up

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

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

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

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


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:

 

Resources round-up: Microsoft Word

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

We have divided our picks into:

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

Macros and other editing tools

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

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

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

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

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

Word tips

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

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

Courses, webinars and books

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

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

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

About the CIEP

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

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

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

Top tips for non-Word working

Editors may be most familiar with Microsoft Word and Adobe Acrobat but clients are increasingly publishing content on other platforms, such as Google Docs and content management systems (CMS). Hannah Sapunor-Davis demystifies some of these newer ways of working.

First, a bit of context: I don’t work on books, and I don’t work with typical publishers. I primarily work with designers, non-profits, business owners and digital publishing agencies. I find myself more often in Adobe, Google Docs, various content management systems (CMS) and product information management (PIM) systems than in Word.

So I wanted to share some insight into how working on non-Word platforms might change up your regular editing routines. I won’t go into detail about how the functionality and tools differ. There are lots of tutorials online for that, and it really depends on what platform you’re using, what updates have happened, and, maybe most importantly, how your client uses the platform.

But most of all, I’m here to tell you that stepping outside of the Word bubble is nothing to fear.

Real-time collaboration

Real-time collaboration is great when you need to put two heads together on a project. This can be especially helpful when you need to test functionality with a client, or when you are giving feedback in a live call. For some non-publishers, documenting changes and versions is not as important as the finished product. I found the real-time feature helpful when walking a client through edits to a webpage. We were able to come up with some new text and make changes together.

On the flip side, it can get messy quickly. A clear communication system is necessary to mitigate confusion about who should be doing what and when. In a CMS, this might be in the form of changing a status field from ‘Editing in progress’ to ‘Editing complete’, for example. For other platforms, like Google Docs, this might be communicated through an email or Slack message to the client to signal I have finished my review.

Working in the cloud

The obvious upside of working in the cloud is that you can work from most locations and most devices, as long as you have a stable WiFi connection. In the past, this has meant that I did not have to schlep my computer along with me on a trip because I knew I had access to a computer and WiFi at my destination. Even better, working in the cloud means I avoid having to store a lot of big files locally on my computer.

The other side of that coin is that if WiFi is not working properly, it can cause a major problem in your schedule. Likewise, I’ve had several instances where the platform I was supposed to work on suddenly had unscheduled maintenance. The client has always been understanding when system disruptions like this happen, but that doesn’t necessarily help when it causes a domino effect on the timelines of other clients’ projects. And I have also had it written into project agreements that I cannot work on the material on unsecured networks, which is something to be mindful of (and also good practice in general).

Different checklists

Most editors are used to creating checklists and using them in various projects. But checklists for non-Word platforms may go beyond the stylistic choices we typically navigate. For example, when editing a CMS:

  • In which order should you check all the parts when it’s not in a typical top-down, left-right order layout?
  • Are there any functionalities that need to be tested, such as clicking to open fields or sliding a navigation bar to the side?
  • Do you need to add any steps, such as clicking ‘Save’ periodically if the platform doesn’t save automatically?

Having this order of operations clarified helps develop a rhythm for catching all the parts in design-heavy material. For example, for one retail client, I have to check marketing copy against internal product information and photos. There are a lot of different fields to review, and I have developed my own visual pathway to reviewing all the crucial spots. The order looks like this, starting with 1:


Communication with clients

Here are a few extra questions that I recommend asking your client before getting started on a project:

  • Do I have all the permissions to view and edit what I need for the job? Sending screenshots or looking at your screen together with the client might help. You might not realise that a field is hidden from your view.
  • Is it possible to test the functionality of the platform without making changes to the system? This could be in the form of a draft, test user account or what is sometimes called a ‘sandbox environment’.
  • How will I know when I should start editing, and how will I let others know that I am done with my review? Deciding on one means of communication is key here.
  • What exactly needs to be reviewed? There may be parts that don’t need to be reviewed, such as certain text fields or formatting.
  • How should you save your work? The platform might save automatically or you might need to save it manually when finished.
  • Do you need to document your changes? The client might not care about seeing your changes. Or maybe you need to export the copy when you’ve finished editing to have a record of your ‘version’.
  • How should you send feedback? There might be a field where you can add comments and queries, or maybe you send them separately in a message.

Ready to branch out?

I didn’t follow any formal training for specific platforms. The training that I took at the CIEP and PTC covered most of what I needed to know for working with common non-Word platforms, such as Adobe and WordPress. For the rest, I learned by doing. (That’s my preferred way to learn anyway.) Each time I began using a new-to-me platform, clients understood that there was a learning curve and that certain editing functions that editors are used to, such as making global changes, might not be possible.

It doesn’t hurt to get familiar with basic HTML (HyperText Markup Language) coding. This has come in handy when I’ve noticed funky formatting, such as a word in bold that shouldn’t be or a missing paragraph break. In such cases, I can go to the HTML view and change that. And that’s one less query for the client to deal with. Of course, you should only do that if you have the permission to do so. Some clients might not want you to touch the formatting in any case. The good news is that basic HTML formatting looks very similar to the editing markup that most people learn in editing courses.

But in my experience, the skills needed for this type of work have less to do with technical know-how and more to do with a few specific soft skills. Beyond your foundational editing training and experience, you will do well if you:

  • adapt to different systems easily
  • learn relatively quickly
  • communicate precisely.

Having worked in a variety of programs and platforms has enabled me to feel confident about approaching businesses, especially those unrelated to the publishing industry. After all, the saying goes: Everyone needs an editor. And I would like to add to that: But not everyone uses Word.

About Hannah Sapunor-Davis

Hannah is a freelance editor in Germany, originally from Northern California. She has degrees in History/Art History and Arts Management and now loves helping individuals and small businesses write clear communication for their passionate audiences. In her free time, she likes to sew, swim, listen to podcasts or tramp through the nearby forest with her dog, Frida.

 

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: computer clocks by Gerd Altmann from Pixabay; bubbles by Willgard Krause from Pixabay.

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

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