Can you become a proofreader even if you have no publishing experience? That's what a reader wanted to know. Here's my answer. Amanda is a UK-based primary-school teacher. She says: ‘I have zero experience in publishing. However, I have a first-class degree in Education Studies and enjoy reading and grammar. I've been reading your blog recently and have thought of qualifying as a proofreader but appreciate how competitive it is. What is the likelihood of me obtaining work based on my background?’ Many thanks for your question, Amanda! So, the short answer is, there’s a strong likelihood if you get your marketing head on. Because, essentially, this is a marketing issue. Here’s my current favourite mantra: We have two jobs: the work we do, and the work we do to get the work we do. In your email to me you talked in terms of ‘qualifying’ so you’re clearly prepared to embark on professional training – a wise decision. It tells me you’re prepared to make yourself fit for practice – the work we do. Now let’s look at what you could do to get that work. 1st-stage marketing (pre-qualification)
These are the basics, but they’re enough to give you a solid set of standard online profiles that represent you and your proofreading business, and that will enable you to connect with like-minded professionals – old hands and new. In reality, your potential client base is rather wide, but I believe that in the start-up phase, when you’re building a proofreading business, it makes sense to target publishers. That’s because:
2nd-stage marketing (post-qualification) So why would a publisher be interested in you, Amanda? Here are some reasons:
And who are those education publishers? Google is your friend here, but here’s a short list of publishers in the UK who have education lists or imprints. In your position, I’d start by getting in touch with every single publisher you can find in the UK who publishes education content.
My bet is that most (many, certainly) academic or scholarly publishers in the UK will have books, journals and electronic products in the field of education at some level. Find out who’s in charge of hiring editorial freelancers. Email or post a cover letter and CV. Be sure to emphasize your training, background, society membership and subject specialisms. In the early stages, education will be your core specialism but, honestly, if you can proofread an educational research book, you can proofread a politics book or a social theory book, so you might decide to expand your list of interests to education, social sciences and humanities. Or you might talk in terms of education teaching, theory, practice, governance, and research, and other key related terms. It’s something to think about. When you start looking at what else all those publishers with education books are putting out to market, you’ll get a sense of how you might customize each contact letter/email so that you really engage with each press’s list. 3rd-stage marketing As you build up your publisher list, your portfolio of completed works, and your testimonials from all those satisfied in-house production editors, you can really start to make your online presence stand out. Perhaps you now meet the criteria to advertise in the SfEP’s online Directory of Editorial Services. This is one way of making yourself visible to clients outside the publishing industry – I’m thinking here of master’s and PhD students preparing dissertations and theses in the field of education and beyond; academics (particularly those whose first language isn’t English) preparing articles for journal submission); independent non-fiction authors, and so on. For a broader look at different marketing approaches, check out the Marketing archive here on the Parlour, or my book Marketing Your Editing & Proofreading Business. If accessing a market outside the mainstream publishing industry is something you’re serious about, start your content marketing as soon as possible. I have a wee primer that will give you the basics. If you want to get serious, visit the Andrew and Pete website. I bang on about these two all the time, but they know their stuff. I wish I’d known them 10 years ago. Unfortunately for me, they’re a fair bit younger so were probably doing their GCSEs when I started my editorial business! But I’m using them now to help me get the very best I can from my marketing. Summing up So, yes, I think you can obtain work if you are practice-fit and ready to plant a big marketing hat on your head and really commit to it! The fact is, it’s noisy out here, and getting noisier. But the market is bigger too – global, in fact – so there’s more competition, but more opportunities too. Another mantra – be interesting and be discoverable.
Get your training and your marketing licked and there’s no reason why you can’t create a successful proofreading business. It will take time and hard graft, but it’s perfectly doable for those with the right mindset. Hope that helps! If you have additional questions, just pop them in the comments below. Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers. She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
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Georgia got in touch with a training query. She’s asked to remain anonymous in order to not jeopardize her existing client relationships. I’ve therefore changed her name and removed all the details from her email that might enable colleagues or clients to identify her.
She’s based outside the UK. She has only two clients, both of which I believe are exploiting her. One pays months late on a regular basis, though it expects its freelancers to meet its tight deadlines; the other (more recent) expects her to wear far too many editorial hats given what she’s being paid for each project.
Although Georgia has several years’ copyediting experience, she has no formal training and feels that scope creep has exposed gaps in her professional knowledge. These are proving to be a challenge in her current roles. Georgia’s budget is limited (not a surprise given that she’s not being paid in a timely manner). She asks: ‘Could you suggest further steps for me? Are there any reputable online training courses you would recommend that would advance my skills and that would not be too expensive?’ So, what should she do? Training and beyond So, Georgia, first of all, I’m really impressed that you’ve focused on upskilling rather than complaining. Few editors and proofreaders know everything about everything; there’s always more to learn! Of particular interest to me, though, was the fact that you framed your query purely in terms of skills gaps and training solutions. Actually, I think there’s a bigger issue at stake: your limited choice. Your current clients expect you to be able to carry out more levels of editing than you feel capable of. And yet there are plenty of clients in the world who would benefit from – and be glad to hire you for – your existing capabilities. However, they can’t find you. With that in mind, I’m going to break down my answer into several parts:
And if that sounds like I’m looking for an excuse to bang my marketing drum yet again, I won’t apologize! The fact is that the work we do and the work we do to get the work we do are connected. Having appropriate skills is of course the foundation of good practice, but it’s next to useless if we’re still rendered vulnerable to clients who expect the earth, and believe they can ask us for it, because we have nowhere else to turn. But let’s deal with the training issue first, since that’s what you asked me to address ... Online training So the bottom line is that, as far as I’m aware, there are no ‘cheap’ distance-learning courses that will provide you with the baseline skills that mainstream publishing houses and university presses will expect from a copyeditor or proofreader. You get what you pay for when it comes to professional training. Of course, what’s cheap to you might seem pricey to me, or vice versa. Given that the pound is rather weak as I write in June 2017, perhaps some of the UK online training courses I’m about to recommend might be well within your budget today even if they wouldn’t have been three years ago! The two institutions I’ve worked with, and so can vouch for with confidence, are as follows: Bear in mind that if you decide to do proofreading training, the proof-correction markup language taught (BS 5261C: 2005) on UK distance-learning courses will differ a little from that used where you live, so there’ll be some tweaking to do when you apply the training to your practice. Below, in the comments, my colleague Corina Koch MacLeod kindly posted some additional links to online courses (see Professional Studies at Queen's University, Canada). They're open to anyone, anywhere.
Books Online proofreading and copyediting courses are superb options because of the flexibility they offer and, in some cases, the available feedback from a tutor (that's one of the reasons why they're not the lowest-cost option). Given that you’re on a budget, though, you might want to consider books, too. Here are eight to think about: ​
These books most definitely aren't up-to-date in terms of technology (the on-what issue), but the best-practice elements are still spot on. The fourth edition of Butcher's is also pricey. Second-hand versions of the third edition are going for a song on Amazon, though. If you find that some of these books are out of print, ask in editorial forums if anyone has copies they’d be happy to pass on. ​Mentoring: formal and informal Another option is to seek either formal or informal mentoring. I don’t think you should feel embarrassed about explaining to colleagues in editorial forums that you’re looking to raise your skills to meet publishing-industry standards, and asking whether anyone would be prepared to mentor you. I'm impressed when even the most experienced editor or proofreader asks about CPD. Some may expect a fee, others will do it for free, though there might well be a wait list. Moving beyond mainstream publishers Mainstream publishers, as you know, tend to have rather rigid definitions of what a copyediting or proofreading job entails. Editorial freelancers who specialize in working for these clients do have a smoother ride if they’ve formally trained because that training accords with industry expectations. Things take a different (though not always easier!) turn when working with independent authors, students, businesses, and so on. I would not be at all surprised if the experience you’ve already acquired with your two mainstream clients means that you're more than capable of working with many non-publishers effectively. So let’s say you offer copyediting. While a publisher might expect you to edit the index or the bibliography as standard, you could decide to exclude these from your service for non-publishers. And perhaps you won’t be surprised to hear that many non-publisher clients come to me, and thousands of my colleagues, looking for so-called proofreading services. What they’re actually asking for frequently falls under the rubric of what we'd call copyediting (correcting the raw-text files) rather than annotating final page proofs. You're in a position to support this market given that you’ve already demonstrated your capabilities with several years of successful practice. See the following for more on the tangled world of non-publisher proofreading and copyediting:
A key issue for you to consider is therefore how you are going to make yourself discoverable to those types of clients. Make sure your website, social media profiles and directory entries are bang up to date and presenting you as a compelling prospect for potential clients. If you’re not advertising in the key industry directories, then that’s something you can fix immediately (whereas making your website visible is a more complex and slower-burn solution). Think internationally. If you can access key industry directories, do so. You’re not a member of the CIEP, so you wouldn’t qualify for entry in its Directory of Editorial Services, but you might be eligible for other national societies listings (see this list of national editorial societies). Then there’s findaproofreader.com, which is very reasonable. Consider other online business directories in your region, too. If their advertising rates are affordable, test them for a fixed period so you can evaluate whether they’re working for you. One channel is rarely enough for any of us. Make yourself visible on multiple platforms so you can see what drives clients your way most effectively. ​To make your editorial more visible to clients searching online, I’d recommended a content-marketing strategy. This requires consistency, creativity and commitment, but it is an effective strategy if you're prepared to work hard at it. I won’t use this Q&A session to delve into the issue because there’s far too much to say. If you want a taster, read my Content Marketing Primer for Editors and Proofreaders. (I also have a more general book on marketing an editorial business that might be of interest: Marketing Your Editing & Proofreading Business.) ​ But, first, head over to the Andrew and Pete blog (two excellent content-marketing coaches, and my top recommendation for anyone wanting to dig deep and do it properly) and watch this short video: WHAT IS CONTENT MARKETING? (IN 15 GIFS). Honestly, no one makes the task as fun as these two do!
Summing up
So, Georgia, there you have it – 2 online proofreading and copyediting training options, 8 paperback alternatives, 1 brief mention of mentoring, and my thoughts on promoting yourself into a position whereby you get to define the scope of your services rather than being forced into wearing hats that aren’t made to measure! Good luck with the next steps! Louise
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
In this Q&A, I look at how to set up a proofreading business, how to acquire clients and how to handle payments.
One of the blog's readers, Charlie, got in touch with several questions:
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​Phew! That’s a lot of questions so I’ll only be able to scratch the surface, but I’m confident I can point you in the right direction, Charlie. First things – going deeper Here are four resources that dig deeper into all your queries , though you’ll have to cough up a few quid for them!
​They’ll tell you pretty much everything you need to know about starting out and keeping going. Might I also suggest you join the Chartered Institute of Editing and Proofreading (CIEP), the UK’s national editorial society? The forums provide a warm and supportive environment for old hands and newbies alike. How will clients pay me? A better question might be how would you like to be paid? For example, I accept cheques (reluctantly!), PayPal (convenient for international clients), and direct bank transfer (easy-peasy). Other options include Stripe, TransferWise and CurrencyFair. I send an invoice as soon as a project’s complete, but some of my colleagues prefer to do all their invoicing for the month in one fell swoop. It’s a matter of personal choice and what works for each business owner in terms of efficiency. You can download an invoice template from my Other Resources page. How do I register with HMRC and what do I need to tell them? Quite honestly, the easiest way to deal with HMRC is to give them a call. I found them incredibly helpful when I first started my editorial business. Believe me, they’ll put your mind at rest. Sue’s book (mentioned above) has lots of information about dealing with HMRC. My primary piece of advice is to keep a record of what you spend and what you earn in relation to your business. There’s an accounting template on the Editor Resources page that shows you what I record for each project. How do I keep track of the hours I spend working? I record my hours in the accounting template. That way, everything’s in one place. I keep track of time the old-fashioned way – with a pen and a piece of paper! Other colleagues use various time-tracking tools and widgets, e.g. Toggl. Keeping track of how much time you spend on a project is important for gauging how efficient you are. Bear in mind, though, that not all clients will be prepared to pay you for the hours you work. Rather, they’ll pay you for the hours they think the job should take you. This is often the case with publishers and packagers. When you’re in control of the setting the price of a project (e.g. with independent writers, students, businesses etc.), you’ll need to assess how long the project will take and how much you want to earn from it. This comes with experience; it’s likely you won’t hit the mark in the start-up phase of your proofreading business. ​ Don’t fret about this, though. You’ll get better at estimating over time. And by tracking how long each project takes to complete, and what you earned, you’ll get a sense of what’s possible in an hour or per 1,000 words. How much should I charge? Take a look at the following articles here on The Editing Blog: ​
What you charge will be determined by your particular needs, your ability to access clients who’ll meet those needs, whom you’re working for, and what you’re doing. If you work for publishers and packagers, they’ll control the price – you’ll be a price-accepter. If you work for businesses, independent authors, academics, and students, you’ll offer a price in the hope that they’ll accept – you’ll be a price-setter. If the second option sounds a better financial option, bear in mind that, even if it is, it’s harder work! Publishers and packagers do all the client-acquisition work on your behalf, while acquiring clients for whom you’re a price setter means you need to actively promote your business on a regular basis so that you’re interesting and discoverable to clients across the platforms they’re using to find people like us (e.g. Google). How do I acquire assignments? My line on this is: when you set up your own business you’ll have two jobs: ​
​​I’ve shared all my experience of editorial business promotion in these resources:
What I’ll say here is that there’s no single way to go about it, not least because different client types use different platforms to find their proofreaders and editors.
For example, content marketing is not the most efficient way to go about acquiring publisher clients – honestly, just get on the phone or write a letter/email instead. If you want to work for independent authors, though, it’s one of the most powerful methods of being discoverable. Conversely, phone calls to publishers will reap results (if you make enough of them), but for indie authors this method will take you into Ghostbusters territory – who you gonna call?! My advice is to put yourself in your customer’s shoes and ask: ​
Can I use my prior career experience? Absolutely – it will be one of your unique selling points. For example, I’d worked for a social science publisher for many years prior to starting my business, This, along with my politics degree, helped to make me an interesting prospect for social science publishers with politics lists. Wordsmith Janet MacMillan is a former lawyer – now her client base includes legal publishers, legal students, academics and law firms. ​ Both of us understand the language our respective disciplines, and that means we’re more likely to spot errors in related texts than someone with, say, a nursing background. My advice to new starters is: always specialize first in what you know. Later, if you wish, you can diversify, or transition to another specialism (I’m now a fiction copyeditor and proofreader). So, in the start-up phase, use your career experience to help you determine which core clients you’re going to target. Then think about how you'll communicate with them in a way that makes them want to consider you as their proofreader. Here are two resources to help you think about how to create a stand-out brand identity using a client-centric approach:
​Do you accept volunteers or offer apprenticeships? I don’t, Charlie – sorry. I’m a one-woman show. That’s critical to my business model. My clients hire me and only me to work on their books. That doesn’t mean that mentoring programs aren’t a superb option. Time to think about training! I’d strongly recommend you do some professional proofreading training to prepare yourself for market. It’ll show you where your strengths are, and help you fix your weaknesses. Training has three core benefits: ​
TheChartered Institute of Editing and Proofreading (CIEP) and The Publishing Training Centre are my recommendations … purely because I have personal experience of their courses on which to base an opinion. There are other options available, though. The CIEP runs a mentoring programme, too, though you must have completed some initial training beforehand. Last things That’s it, Charlie – a whirlwind tour of how to set up a proofreading business! I hope you find the guidance useful. I realize there’s a lot to think about. If you decide to join the club, you’ll find a supportive community awaiting you, one that stretches well beyond the geographical boundaries of the UK. Good luck!
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
This article is for editorial folk who currently choose to operate their businesses in isolation. There's nothing wrong with that at all if that's your bag, but I hope this will show you just some of the benefits of networking.
In ‘The rates debate’ and 'The highs and lows of editorial fees', I argued that colleagues shouldn’t be the primary determiners of the price we set or accept for editorial work.
They are, however, our go-tos for much else, and the professional editor and proofreader would be bonkers not to take the opportunity to exploit the myriad learning opportunities on offer from those with different skills, levels of experience, subject specialisms and environments! Rather than just writing a list, I thought it might be more interesting to give you a few examples of how some of my colleagues have helped me to develop my editorial business. The list isn’t exhaustive – it would be a book if it was – but it should give you a flavour of what’s on offer. ​
Learning a new macro
I like to consider myself pretty strong on the editorial tech-tool front. And yet I’d lost count of the number of times I’d forgotten to switch Track Changes back on after I’d toggled it off. I needed a solution – some sort of visual or audio reminder. My pal Gordon Hooper came to the rescue. Gordon’s a fellow member of the Norfolk SfEP local group. Turns out that my other colleague Paul Beverley had already tackled the problem with a macro: if you fancy trying it for yourself, you can read about how it works and how to install it at ‘How to never forget you’ve switched off Track Changes!’.
Tightening up my marketing message
Last year, I spent some time thinking about how I could better present my services so that they reflected the reality of what I spend most of my time doing – proofreading and copyediting for indie authors. I understand perfectly well the traditional definitions of these skills but in the real world they’re rather tangled (see, for example, ‘The proofreader’s corner: Untangling proofreading’). Again, it was my professional network that came to the rescue.
Understanding another skill
Development editing isn't a service I offer. That doesn't mean I'm not interested in learning about it, though. I've started to expand my knowledge via colleagues who have experience in this macro level of editing.
Using Word more efficiently
In the past 18 months, two editorial colleagues have written blogs that have had a significant impact on how I use Word.
Using a gadget
One of my bugbears has always been having to use hyphens for en dashes on my iPad and iPhone. A discussion on the SfEP forum, started by Lisa Robinson, showed me that Apple has provided en and em dashes – I just hadn’t realized that if you hold down the hyphen button a small window opens and you can slide your finger to your preferred dash. I was delighted, and I wasn’t alone! That thread was full of useful tips. If you’re an SfEP member, you can access it via ‘Dashes’.
Discovering new tools
I love any editorial tool that can increase my productivity or enhance my professionalism. Colleagues alerted me to two particular favourites.
Maxing out an existing tool
I hadn’t been getting the best out of PerfectIt, even though I’m a long-time user. At another SfEP Norfolk meeting, Mary Sheridan and Sarah Patey taught me how to use the wildcard function more effectively. This, combined with Jack Lyon’s Wildcard Cookbook for Microsoft Word, has been a real productivity enhancer. PerfectIt tends to handle wildcards a lot better than Word when Track Changes is switched on, something else Sarah taught me via Facebook!
Quoting mechanisms and publicizing rates
Pricing issues affect every editorial freelancer, and although fee setting needs to be done using a deeper level of analysis than just following what colleagues are doing, there’s still a lot a colleague can bring to the table. ​
​These two examples proved to be excellent reminders that testing is essential for the editorial freelancer who wants to learn whether a colleague’s way of doing things is appropriate for their own business.
Making friends
My colleagues can do something a book or a course can’t. They can become friends. I’ve made so many edi-buddies that I can't even begin to list them all. ​What I can say is that Kate Haigh's campsite spag bol borders on legendary; the AFEPI crew at last year's SfEP meeting almost made me want to emigrate.​ I wish Sophie Playle still lived in Norwich because I miss having coffee with her. I wish Rich Adin lived in the same country so that I could have just one coffee with him. Nick Jones has made me laugh via Facebook Messenger too many times. Janet MacMillan's soup ... You get the point.
Sourcing professional help
I decided to hire a couple of proofreaders for my blog in 2016. When I’m writing, I don’t behave like a proofreader. I have my authorial head on. That means I’m too close to my own words to spot all my errors. I bit the bullet and decided to work with some fellow professional proofreaders. Whom to pick though? I needed some recommendations. John Espirian, in his capacity as guardian of the SfEP directory, had a couple of names up his sleeve and they haven’t disappointed. Cally Worden and Anna Black are my go-tos. They’ve done a fantastic job for me and I wish I’d sourced them years ago. Of course, I still have to upload their gently edited work to the Parlour, and, I’ll be honest, sometimes I just can’t help making a little tweak here and there, post proofreading (I know, I know!). So if a typo has slipped through, it’s my fault.
Finding your tribe
There’s a tonne of other stuff that colleagues can help with – I’ve only scratched the surface. If you’re reading this and you’re not connected, consider the benefits of changing the situation.
Ultimately, editorial freelancing is about running your own business, but there are plenty of people who’ll support you in its growth if you find a comfortable space in which to meet them!
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
Are you thinking of switching careers and becoming a proofreader or copyeditor? I have 7 tips to help you decide whether it's right for you.
At the time of writing, I’ve had 5 requests in 5 days for advice on transitioning to a proofreading/copyediting career.
​Self-reflection isn’t uncommon at the turn of a new year – we use the time to think about what the future might bring and what changes we can make to achieve our life goals and business objectives. Here's a summary of the advice I offered my five enquirers based on the questions they asked. ​ This brief article only scratches the surface, but I hope it gives those who are considering a new career some food for thought. ​ ​1. Do I have the right background?​Probably! See how I answered that without knowing a thing about your educational and career experience? ​Here’s the thing – if you want to specialize in medical editing for publishers and you have a degree in economics, a rethink’s in order. Social science publishers, though? That’s more like it. Ultimately, it’s about aligning your experience and skills with those who speak the same language. ​
​So, yes, you do probably have the right background to enable you to transition to a proofreading or copyediting career. ​Just make sure you focus (initially) on targeting clients to whom you have the best chance of offering an exemplary service – clients who’ll think you’re interesting and hireable because you’re comfortable with the language of their subject. That doesn’t mean you have to specialize forever, or stay with the same specialization over the course of your career. When I launched my editorial business, I worked almost exclusively for social science publishers. These days, I work mostly on fiction, specializing in proofreading and copyediting for indie authors. A lot can change in a decade. ​ ​2. Is training necessary and worthwhile?​In a nutshell, yes. Why? ​
​Take advice from your national editorial society on the most appropriate training course. The list I’ve linked to includes organizations in Australia, Canada, Germany, India, Ireland, Japan, the Netherlands, South Africa, Spain, the United Kingdom and the United States. ​ ​3. Where’s my market?​Perhaps a better question is: Where isn’t my market? Most proofreading and copyediting is done onscreen these days. Even traditional page-proof markup, using proof-correction symbols, is increasingly taking place in a digital environment. That means geography is not the barrier it once was. Thirty years ago, an author from Colorado wouldn’t have hired me to proofread his crime thrillers – not because he didn’t want to, but because he couldn’t find me. Now, thanks to Tim Berners-Lee, he can and he has. ​
​If you live in Dublin, your market is people who want to work with someone who lives in Dublin, and people who want to work with someone who lives in Ireland, and people who don’t care where you live but believe you have the skills to solve their problems. Same kind of thing applies to the Tromsønian and the Panxwegian. It’s not always about where you live or where your clients live, but whether you can find each other, and whether, once you have, you can instil a belief in those clients that you’re the right person for the job. ​ ​4. Will the pay be enough to earn a living wage?​This question gets rehashed over and over. There’s no quick answer. Here are some thoughts: ​
​5. Do you think I’ll be able to find clients?​Yes, if you’re prepared to be an active marketer. Don’t wait – start thinking about your marketing strategy as soon as you can. Marketing is about being interesting and discoverable. If you’re not interesting, it won’t matter who finds you because they won’t feel compelled to hire you. If you’re invisible, it won’t matter if you have a wardrobe full of USPs because no one will know you exist. ​
​If you’re not ready to do what’s necessary to make yourself visible to good-fit clients, you’re probably not yet ready to run your own editorial business. There's nothing wrong with that. Some people are best suited to employment rather than self-employment. If you think that word of mouth will be enough at the start of your editorial career, think again. I do have a few colleagues who’ve relied, successfully, on that but they’re few and far between, and they have a lot of experience (and clients to spread the word). Being active puts you in a position where, over time, you acquire choice. Choice is the road to alignment – where what you need to earn, what you want to earn, how much time you have available to work for those earnings, and what the clients who can find you are prepared to pay all come together in a way that works for you and your business. ​ ​6. What kind of information is relevant?​It’s always about the client. When you’re creating content, put yourself in your client’s shoes and ask, ‘If I were searching for a proofreader, what would I want to know and what problems might I have?’ Some experts would say that my website has too many words and too many pages, that the portfolio is too cluttered, that there’s too much information below the fold, that my blog titles are too long ... I do break some of the ‘rules’ of online promotion; I also follow many of them. I’ve tried and tested different ways of doing things and found what works for me. Next year, I might be doing things differently. Nothing’s set in stone. If you’re struggling to organize your message, ask yourself the following questions. If the content you create answers them, you’re on the right track. ​
7. But will it be lonely?​If you’re still excited about building a freelance editorial business, then there’s an international community of colleagues waiting to welcome you. ​Thirty years ago, freelancing could be a lonely business. In 2017, independent proofreaders and copyeditors chat, ask for advice, share knowledge and expertise, and learn … together. Facebook, Twitter, LinkedIn and editorial-society forums provide just some of the online spaces that editorial pros use to connect with each other. We work solo but the digital watercooler has never been busier. See you there!
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses. A note from Louise: In 2013, I published my first book – an introductory editorial business-planning guide entitled Business Planning for Editorial Freelancers. I wanted to provide readers with a real-world view of what it’s like to enter the world of editorial freelancing. Three of my colleagues were kind enough to act as case studies, sharing insights into their experiences of building an editorial business: Johanna Robinson, Mary McCauley and Grace Wilson. At the time of publication, all three were relatively new to the field (their start-ups were under two years old). Each of them created vibrant, successful editorial businesses, working with a range of clients across the UK and Ireland. Their candid accounts illustrated the challenges of editorial freelancing – but also suggested how the path to success could be achieved through determination, skills acquisition, strategic planning and targeted marketing. Here we are three years later in 2016. My colleagues left behind their new-starter status a long time ago. They’re now established editorial business owners who are not only working for paying clients but also helping less experienced colleagues navigate their way through the world of editorial freelancing via training programmes and conference presentations. It’s therefore with great pleasure that I hand now you over to Mary McCauley of Mary McCauley Proofreading. Below, Mary tells us what’s changed and what’s stayed the same; how her business has developed; what she’s learned; and what her plans are for the future … It’s nearly four years since I first wrote a guest article for The Proofreader’s Parlour on how I set up my editorial business, and subsequently appeared as a case study in Louise’s debut book Business Planning for Editorial Freelancers. It feels like a lifetime ago; back in December 2012, I never imagined how my editorial journey would continue. Thankfully, it has been a good four years for me. What has and hasn’t changed since I started out in 2012 Business hours I have moved to full-time hours and my work schedule has been more or less fully booked up for the past two years. However, I no longer regularly work weekends unless I have agreed a premium rate with my client. As for most people setting up a business, the early years involved long hours of work and weeks without a break. This worked for a while, but I learned that I cannot work that way indefinitely; I need regular time away from my desk or I can’t do my best work. And as my turnover has increased year on year as my business grows, I’m now able to take proper holidays at Christmas and during the summer. Services offered When I started out in 2012, my main service offering was proofreading and a little copy-editing; now copy-editing work has overtaken proofreading. I also offer some project management services (including liaison with typesetters, designers and illustrators; picture research; and artwork coordination), as well as e-book conversion review services. Additionally, I’ve become involved in training delivery. In June 2014, I was invited to present an editing masterclass for fiction authors at our local Wexford Literary Festival. Not long after, I presented a Marketing Tools for the Freelance Editor seminar at the 2014 SfEP conference and, while it was a daunting but exhilarating experience, I learned a lot from it. Last year I was approached by Irish writer and lecturer Claire Keegan to teach a two-day course on grammar, punctuation and style to her students. It went well and we ran the course again earlier this year. The Wexford Literary Festival invited me back this summer as a panel member for an Industry Experts Q&A discussion and I’m also a regular guest speaker on my Local Enterprise Office’s Start Your Own Business course. More recently, I’m signed up as a speed mentor at this year’s SfEP conference. So through contacts and referrals I’ve slowly gained experience in editorial and editorial-business training, and I’m interested in how I might further develop it as a business offering. My clients At the start, I cast my net wide in search of clients – anything to get experience. I have since narrowed down my client base. On the fiction side, the majority of my work is for independent authors. Not all of these wish to self-publish; some are preparing their manuscript for submission to an agent, publisher or competition. On the non-fiction side, while I also work with independent authors, the majority of my clients are businesses, public sector bodies and publishers. Due to schedule constraints and short turnaround times, for the moment I no longer work for students. Continuing professional development (CPD) Investing in quality training has been a priority for me over the past four years and my short-term aim is to continue to invest in learning new skills in a bid to expand the range of services I offer. I’ve completed six editorial courses (SfEP/PTC/Publishing Ireland) since 2012. Each has directly helped pay for itself; for example, the SfEP’s On-screen Editing 1 helped me work more efficiently and thus earn a better rate, while the Publishing Training Centre’s (PTC) Rewriting and Substantive Editing course gave me the confidence to take on an well-paid editing project I otherwise wouldn’t have. Recently, AFEPI Ireland members have been able to take advantage of the PTC courses now running at the Irish Writers Centre in Dublin. Ireland-based editors can now avail themselves of these without travelling to the UK as many would have done in the past. The courses also have the added benefit of presenting an opportunity for freelance and in-house editors to meet. I regularly learn new ideas and tips from the AFEPI Ireland/SfEP/EAE forums and save shared links for future reference. I find these forums an invaluable source of CPD. Professional membership and networking Though it is one of my larger yearly expenses, I value my membership of both AFEPI Ireland and SfEP. The support of Irish and UK colleagues, and colleagues further afield, has been one of the most warming experiences of setting up my business. Catching up with AFEPI Ireland friends and colleagues at meetings and training courses in Ireland has been wonderful and energising, and I always come away having learned something. Attending the 2014 SfEP conference in London was an unforgettable experience and I finally understood what ‘finding your tribe’ means. Marketing I joined Twitter in 2012 and continue to find it a useful learning platform that has helped me meet and interact with publishing professionals in Ireland and abroad. When I receive business enquiries I always ask how the person found me, as I need to know which of my marketing efforts are working. The majority of my enquiries come via my website, which enquirers say they found following a Google search. My website’s probably due an overhaul but I’m pleased with how it has worked for me. I also started my own blog, Letters from an Irish Editor, at the start of 2014. I admit I really struggle to find the time to post regularly (it takes me several hours to write a single article!) but as there is always increased traffic to my website when I do, I’ll battle on. When I upgraded to Professional Member status, I took out an entry in the SfEP Directory and I’ve seen some enquiries and work from this direction. After my website, most enquiries come via my AFEPI Ireland Directory entry and from referrals from colleagues. I think my AFEPI Ireland entry is more successful than my SfEP one due to my location, both in terms of my Irish clients preferring an Ireland-based service, but also from a currency point of view. I have had a listing on Find A Proofreader since 2012; as well as receiving the regular job postings I’ve also had direct enquiries and work from it. While a lot of the jobs have too short a turnaround time for my schedule, my entry helps with my website SEO, so at the current advertising rate I find it’s worth the cost. What I’ve learned since 2012 While I’ve continued to work extremely hard to grow my business and client base, the most important thing I’ve learned is to recognise valuable clients and to pursue a client base that offers me the best rates and projects. As I’ve gained experience and undertaken additional training, I’ve become more confident in my editorial and business abilities and in the worth of my service offering when quoting to clients. I’ve come to realise that some clients cannot afford or are unwilling to pay for my services and that if I clog up my schedule with low-paying projects, I won’t have the capacity to work on a more desirable project when it presents itself. Keys to success The following are key ideas/values that I believed in and tried to pursue from the start and which have proven invaluable to my business during the past four years:
Personal highlights of the past four years
Plans for the future
Mary McCauley runs an editorial business providing project management, copy-editing and proofreading services to authors, publishers, corporate clients and public sector bodies. She is a Full Member of the Association of Freelance Editors, Proofreaders and Indexers (AFEPI Ireland) and a Professional Member of SfEP. She has taught self-editing courses as part of the Claire Keegan Fiction Clinic series, and has presented seminars at the Wexford Literary Festival and the SfEP’s 2014 conference. She is a regular guest speaker on her Local Enterprise Office’s Start Your Own Business course. Mary lives near Wexford in the south-east of Ireland. You can contact Mary at info@marymccauleyproofreading.com, through her website Mary McCauley Proofreading, or via LinkedIn, Twitter, Facebook and Google+.
Having traditional proofreading skills isn’t just a business asset when it comes to working for the mainstream publishing industry. It’s a valuable service that we can offer independent authors, too.
Note: ​If you fancy giving your eyes a rest, get yourself a cuppa and listen to the podcast instead. Scroll down to the bottom of the article and click on the image.
This article discusses the differences between proofreading (or proof-editing) directly in Word and proofreading post-design page proofs. ​When I set up my business back in 2006, I was strictly a proofreader and most of my clients were publishers. For the most part, they expected me to annotate paper page proofs. As time went on, many of the presses for whom I worked shifted to digital workflows. Proofreaders are still required to annotate page proofs, but they're using a PDF editor’s onboard commenting and markup tools or digital proofreading stamps (see, for example, the free set of downloadable stamps that I’ve created for use in the likes of Acrobat and PDF-XChange; these comply with the British Standards Institution’s BS5261C:2005 proof-correction marks). What are traditional proofreading skills? Here, we’re checking the page proofs to ensure not only that the spelling, grammar and punctuation are correct, consistent and in line with the client’s brief, but also that the layout conforms to industry-recognized standards. In order to carry out these checks, proofreaders need to know not only what to look for, but also when, and when not, to intervene so that they do no harm. Checks include, but are not limited to, ensuring that running heads match chapter titles; chapter titles match entries in contents list; design of the various text elements is consistent; chapter title drops are consistent; text on facing rectos and versos is balanced; odd page numbers always appear on recto pages; bad word breaks are flagged; part titles appear on new rectos. Proofreading Âpage proofs In case you’re unfamiliar with the terminology,
Page proofs, traditionally defined, are so called because they are laid out exactly as they will appear in the final printed book. If all has gone well, what the proofreader is looking at will be almost what the reader sees if they were to walk into a bookshop, pull this title off the shelf and browse through the pages.
​The layout process has been taken care of by a professional typesetter who designs the text in a way that is pleasing to the eye and in accordance with a publisher’s brief. (Not all proofreading is the same: Part I – Working with page proofs) ​Proofreading Âraw text Proofreaders don’t just work on page proofs, though. Increasingly, we’re asked to work on the raw-text files (usually in Microsoft Word). A core market for the twenty-first century proofreader is the self-publishing client. For most of us, that means that an author will ask for their book to be ‘proofread’, even though what they want is a light edit of their Word document. Here, the proofreader is directly amending the text, usually with Track Changes switched on so that all the amendments can be reviewed. The line between copy-editing and proofreading is blurred, and the level of intervention will vary from client to client. The term ‘proof-editing’ is sometimes used within the professional editorial community to describe this tangling of what, traditionally, were two quite distinct services within the publishing industry. Are the old skills redundant? Most of my self-publishing clients ask me to work directly in Word. Given that all my work now comes from this sector, are my traditional page-proofreading skills redundant or am I still glad I took the time to learn them? ​I think the twenty-first century proofreader who doesn’t have this knowledge is missing an opportunity. Print isn’t dead Self-publishers don’t just publish electronically. Many make their books available in print via platforms such as CreateSpace, Lulu, BookBaby and Ingram Spark. That means they produce designed page proofs – just like mainstream publishing houses. And just like publishing houses, these independent authors need proofreaders with traditional skills that go well beyond checking spelling, punctuation, grammar and syntax. Rather, we’re talking about also carrying out the same layout checks that our proofreading colleagues from 40 years ago undertook. If you’re offering traditional proofreading services to independent authors, and you aren’t familiar with the mainstream publishing industry’s conventions in regard to page layout, you won’t be able to carry out the aforementioned checks with confidence. That means you won’t be fit for purpose to offer this service to your clients, which means you’re missing out on a potential work stream. Understanding traditional production standards Certainly, there’s no law when it comes to layout, and none of us wants to interfere with books that have been deliberately designed in a creative way. However, many self-publishers are looking to mirror the production standards that a traditional publishing contract would have provided them with. ​Part of that process involves ensuring that their printed book looks like it belongs on the shelf on the high-street bookshop. Some readers will have in-house publishing experience through which they’ve learned about layout conventions; others will have acquired this knowledge via formal editorial training. If you’re a proofreader who isn’t familiar with layout standards, Joel Friedlander’s free Printed Book Design 101 is a short but useful primer. The next stage is to follow up with more detailed guidance provided by an industry-recognized style manual (e.g. New Hart’s Rules or The Chicago Manual of Style). Ultimately, though, I’d strongly recommend sourcing appropriate training from your national editorial society so that you learn how to manage page proofs effectively while doing no harm. Doing no harm The proofreader will need a little artistry and a lot of common sense when it comes to managing the potential problems in page proofs. Consider the following examples of harm:
1. A self-published organization studies monograph
The text on two facing pages of Chapter 1 (pp. 4 and 5) is unbalanced. Page 4 is much shorter than page 5. Page 4 contains text that refers to Figure 1.2, which currently appears on page 5. You solve the problem by annotating the page proofs with an instruction to move the figure to page 4. The figure is now close to its referring text, and the issue of the imbalanced facing-page depths is solved. ​Four chapters later, Figure 1.2 is mentioned again and cross-referenced with a page number. Your seemingly elegant change means the cross-reference is now wrong.
2. A self-published novel
You annotate the page proofs with an instruction to move two lines over to the next page in order to improve the balance of the text on two facing pages. This has a knock-on effect throughout the rest of the book, and causes an extra page to be added. So what? It’s only a page. The problem here is that printers don’t think only in terms of the number of pages. They also consider, for example, the format of a book, the binding, the grain of the paper and the size of a page. If they can fit eight pages on one sheet for the purposes of printing, it could be that your instruction to add one page actually results in the printer having to create eight pages. ​That’s an added expense your author may not have the budget for.
3. A self-published engineering manual
You're asked to proofread. The client has hired an indexer, too, but you don’t know this because the index isn’t included in the page proofs. You annotate the page proofs with an instruction to change the spelling of a cited author’s name. This proper noun is the last word on the page and the word spacing is so tight that the sentence is difficult to read. You solve this by annotating the proofs with an instruction to move the name onto the next line, which appears on a fresh page. This cited author is a big name in the engineering field and will be included in the index. You don’t alert the author to the possible consequences of your instruction. ​When the book is printed, there’s still a spelling error in the index and an incorrectly numbered page reference. The three examples above illustrate why formal proofreading training is advisable. Learning what to look out for on page proofs is a lot easier than learning how to properly manage any problems you find. When you understand not only what to mark but also the consequences of those marks, you’re fit for purpose. Proofread like it’s 1976, and offer multiple passes Yes, it’s 2018 at the time of writing, but being able to proofread like it’s 1976 allows you to offer multiple passes to those clients who want to publish digitally and in print. Knowing how to proofread (or proof-edit) in Word enables you to correct language problems. But if you also know how a book page works, and how to mark up page proofs so that they conform to publishing industry-recognized standards – in a way that does no harm – you can provide your author with the same high-quality proofreading service that those with mainstream publishing contracts have access to. That’s good news for your client and your business. The podcast version! Click to listen
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses. Someone recently emailed me to ask my advice about returning to the world of editorial freelancing after a break. In particular, they wanted to know whether free courses were worthwhile, and, if so, which one they should take. My answer was that the issue of free versus paid missed the point. Rather, it depends on what is required by the individual. If your skills are sound with the exception of one particular gap in your knowledge, e.g. how to use proofreading markup symbols, and you find a free course that teaches this, then it’s going to be a great course for you, one that's worth doing despite the fact that it costs nothing but your time. If, however, you need a comprehensive tutor-based course that teaches you how to use markup language, make sensible decisions about when to mark up and when to leave well enough alone, how to work with paper and onscreen files, and provide you with a solid grounding in how publishing and production processes work (and your place within them), then this free course, which only teaches you how to use markup language, will be next to useless. Of course, we all have budgets. I love a freebie as much as the next person and I've taken advantage of several free or low-cost tutoring programmes over the years. I've also forked out hundreds of pounds in the process of learning new skills. Which of those courses were the most worthwhile? The freebies or the bank-account drainers? The answer is, all of them. That's because I picked the courses that I felt would teach me what I needed to know. When training for professional business practice, the primary indicator of whether the training is worthwhile is not the price; rather, it is the degree to which the course content fills our knowledge gaps. 3 fictive case studies Jenny is a social worker from Dublin who is thinking about transitioning to freelance proofreading. She has no previous editorial experience, though her academic and career credentials are outstanding. As I said, she's thinking about transitioning – she hasn’t yet made up her mind whether this is the right move. She contacts the Association of Freelance Editors, Proofreaders & Indexers (AFEPI), Ireland’s national editorial society. One of the joint-chairpersons tells her that the society is running a half-day “introduction to proofreading” session. The course is a bargain at only 40 euros. She also finds a free online proofreading course that takes about an hour to complete. Are these worth doing? In Jenny’s case, they are excellent opportunities that will give her a taste of what professional proofreading involves but won't require her to invest large amounts of her hard-earned cash before she's made up her mind about her future career steps. Will they make her ready to hit the ground running in the world of professional proofreading practice? No, but that's not what she needs at the moment. Dan is former experienced and highly recommended copyeditor and proofreader from Toronto. He put his career on hold while he took on the full-time care of his partner, who'd been diagnosed with a long-term illness. Dan’s been out of the editorial freelancing world for 15 years and is now ready to re-enter the marketplace. He's no newbie but he does feel very rusty. The editorial environment has changed somewhat in the past decade and a half. More work is being done digitally than was the case when he was previously in practice, so his tech skills are out of date. His research enables him to identify the gaps in his technical knowledge. He's located a series of free online tutorials that will enable him to develop these tech skills. Dan is also concerned that because he hasn’t worked on professional material for a long time he's forgotten some of the foundational principles that underpin his practice. He decides that full Editors’ Association of Canada (EAC) certification in copyediting and proofreading might be overkill at this point. However, the Toronto branch of the EAC runs a number of brush-up seminars that will be useful to him. In addition, the EAC offers two relevant study guides for a total cost of just over CAN$100. Price-wise, the investment is not insignificant by any means, but he thinks that the curriculum covered will bring his knowledge up to date. Later, he may use this study programme to become certified. Mati is a successful London-based professional English/Italian translator. She wants to extend her service portfolio to include proofreading. In addition to working with independent authors and academics, she wishes to proofread for publishers. She decides to source an industry-recognized and comprehensive course that will train her to professional standards. She's short on money because her London flat costs her a fortune each month. She's identified a number of free online proofreading programmes, and a couple of books dedicated to the subject. None of them offer her the depth of content that she feels will give her the confidence to enter professional proofreading practice; plus, she’d really like to have a tutor for mentoring purposes. The course she thinks will be perfect for her is the run by the Publishing Training Centre (PTC) but it costs £395. The free course options or the books will solve her financial issues, but they won't give her the detail or the mentoring. The PTC option will give her the detail and the mentoring but will leave her unable to pay next month's rent. She decides to save up for the PTC course over six months. In the meantime, she continues to focus on her translation work, and uses the time she’d set aside for the PTC proofreading course to develop a marketing strategy aimed at building a proofreading client base that will complement her existing translation-client work. Curriculum before cost ... Free or cheap can be superb or it can be useless. Expensive can be comprehensive or overkill. That's because the cost of the course is not the right indicator. Rather, the content of the course, and the degree to which that content addresses a particular skill gap, is what counts. Certainly we must not ignore free or low-cost tutorials, webinars, books, courses and conferences – if they teach us what we need to know they'll be a boon for our business development. On the flip side, we shouldn’t dismiss training that we consider to be expensive if that training is what will enable us to compete in the editorial freelancing market effectively. When we find that the training we need costs more than we can currently afford, we need to develop a plan to finance that training. If I can’t afford the course that I’ve identified as the one that will fill the gaps in my professional knowledge, I might decide to save up for it, just as Mati did. Imagine that your child’s nursery teacher, your electrician or your dentist told you they couldn’t afford to do the training they'd identified as making them fit for purpose and so they’d opted not to bother, instead turning to cheaper or free courses that only taught them a few of the things they needed to know. Would you let them near your kid, your fuse box or your mouth? Our clients are no different. They want us to be fit for purpose. Curriculum is always the primary indicator that we should focus on when evaluating how worthwhile a training course is. Using content as the basis of selection will drive us into a position where we acquire the skills we need to solve our clients’ problems such that they will hire us repeatedly and recommend us to their colleagues. Some of that content will be free, some of it will cost a pretty penny, and some of it will sit somewhere in between those two extremes. Take your pick but base your choice on what you need to learn, not on what you'd like to pay. If you want advice on the editorial training that's most appropriate to your circumstances, talk to the training director of your national editorial society. Most associations offer a range of learning opportunities within different environments to suit people's varying needs, skills and levels of experience. Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers. She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
If you’re thinking about becoming a proofreader, it’s important to understand that this term can mean different things in different contexts and with different client groups. This article focuses on working with raw text.
​ ​What type of proofreading you want to do and which group of clients you want to be work-ready for will determine the choices you make with regard to training.
Some proofreaders work directly with the creators of the written materials – independent authors, students and business professionals, for example.
These clients send Word files and the proofreader amends the files directly (often with Track Changes switched on so that the client can see what’s been changed). Others work for intermediaries such as publishers and project-management agencies. Here the author supplies the text files; then the in-house project manager (PM) organizes the various elements of the production process – including copyediting, proofreading, typesetting and printing. After copyediting and typesetting, the PM supplies page proofs to the proofreader, who makes annotations that identify where there are problems to be attended to. The proofreader does not amend the text directly. In Part I, I gave the new entrant to the field an overview of what it’s like to be a proofreader working with page proofs. Here in Part II, I consider proofreading that involves working directly with the raw-text Word files.
Which types of client want to work in Word?
Most of the proofreading done in Word stems from having been commissioned directly by the content creator – a business executive, a self-publishing author or a student. Academic writers, particularly those submitting articles to journals and for whom your first language is their second, are also likely to send Word files. Only one of my publisher clients asks me to proofread in Word. What is the proofreader looking for? It depends on the client's expectations (see below: Disadvantages) and your terms and conditions. Certainly, when it comes to proofreading for non-publisher clients, the definition of proofreading starts to look unclear and the boundaries between this and copyediting become blurred. Unlike with page proofs, we can't check the final designed layout of the file but we still need to read every word. Some of the issues dealt with in the list below would be acceptable to the proofreader working for an academic author but not when working with a Master's student. (Some clients might even want/expect a level of restructuring, rewriting and checking that a proofreader wouldn't consider to be within their remit.) ​
What are the advantages?
What are the disadvantages?
​There are still legal issues to consider … Even if you are working directly with the primary authors of the content, you still need to get their permission to upload their text to third-party sites if you want to utilize software that's not on your computer. The files you've been sent from Indie authors, students and businesses are their property and they send them to you in good faith, so you must get permission for their content to leave your computer.
What does this mean for training?
Knowing the software ... If you want to proofread in Word, you'll need to be proficient in using it. Word is one of the most powerful pieces of word-processing software available, and there's a huge amount you can do with it if you want to proofread (or edit) efficiently. You might therefore need to supplement your proofreading training with learning that focuses on using macros, making the best of Find/Replace and wildcards, using Track Changes, and Microsoft Word usage in general. There's still the issue of how much to interfere ... If you do end up proofreading for a publisher client who wants you to work in Word, it will be necessary to consider the issue of when to leave well enough alone, as discussed in Part I. However, independent authors looking for a proofreader may actually be expecting a deeper edit and will be disappointed if you're not prepared to rewrite sentences for them. If you've not had experience of, or training in, editing, you may find that a 'proofreading' project ends up being a bigger bite than you can chew. One of my colleagues feels that specific training in editing isn't always critical when working with business clients, whereas for self-publishing novelists it would be very important. I'm inclined to agree. One person might be relatively comfortable suggesting improved sentence construction to a business client but very wary of doing so with an author of fiction. What this shows is how blurry the edges can become and how important it is to have a detailed conversation before you begin a project. I often encourage independent fiction authors looking for a proofreader to consider commissioning editing first. Editors with both editing and proofreading skills are better placed to take on jobs for non-publisher clients that fall in the editing camp, or somewhere between editing and proofing (proofediting). If you think you'll end up straying beyond the realm of proofreading, you might consider adding copyediting courses into your training mix. Think about what type of client you're going to be working for to help you decide what's appropriate. Summing up … Proofreading isn't some catch-all phrase that means the same thing to every client group. What you actually do, on which medium, how much you interfere, the extent to which you can use complementary tools, and the expectations of the client will differ greatly. This means a range of competencies will need to be acquired depending on whom you’re working for. Your training will need to match the requirements of various client groups – a publisher’s expectations in terms of industry-recognized standards will be different from a business executive’s or student’s, so take care to research any proofreading training syllabus carefully to make sure it’s providing you with the skill set relevant to your target client group. ​Your training should suit your needs, your business plan, your objectives – and what will be right for one person may not be right for another. Read this article's sister post: Not all proofreading is the same: Part I – Working with page proofs.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
Professional proofreading training provides you with more than just technical knowledge and skills. It also gets you into the mindset of good business practice: pacing, taking stock, and focusing on the detail.
I've been delighted to read how, at the time of writing, a number of UK-based proofreaders-in-training have successfully completed the Publishing Training Centre’s distance-learning proofreading course, a comprehensive offering that, along with the CIEP training suite, is well respected within the UK publishing industry.
I took this course in 2005 and I believe it provided me with a foundation that made me ready for the practical side of actually doing the job. Consequently I have no problem recommending it to those who ask my opinion on the matter. I learned a huge amount from this course (which I took seven months to complete) and also from colleagues in my prior workplace. Perhaps one of the most important pieces of knowledge I acquired, and that I needed in order to make a proofreading career viable from a practical point of view, was the necessary mindset. Old working practices I come from a publishing background. My first job was in the European marketing, sales and distribution office of Williams & Wilkins, the Baltimore-based STM publisher. I was a sales promotion manager. From there I moved to SAGE publications, a well-known independent social sciences and educational publisher (though their publishing programme has expanded somewhat since my day). I was employed as a senior journals marketing manager and remained so for the rest of my office-bound career. The colleagues with whom I worked most closely were commissioning editors, fellow marketing execs, and editorial production managers. ​
Learning from editorial production … I finally left SAGE to dedicate a couple of years to child-rearing. My little family moved to the Norfolk countryside and we revelled in the stunning rural views from the windows of our home and enjoyed the space, the grass, the deer, and the short drive to the beach. And then I got itchy feet. I wanted back into publishing but I wanted it on my own terms – freelance proofreading seemed like the solution. But my editorial production colleagues had already taught me to ask an important question: Do I have the right mindset for the actual practice of proofreading? As I've said, my background was in marketing. I was used to being in a work environment that was about ideas and experimentation. I'm not saying that there were no processes to attend to or that I didn't have certain business parameters to work within. I did, of course. But following a brief, pedantic punctuating and a careful, methodical, almost plodding attention to detail weren't the criteria at the top of my job description. If I was going to transition to a proofreading career, I would need to ensure that the appropriate mindset was embedded in the way I approached my work. I knew I had a tendency to get a bee in my bonnet and jump in without looking where I was going. It’s in my nature! To be a proofreader I needed to slow down. I needed to be a detail person. Left field needed to be left behind! Learning from professional trainers … That’s why I chose the Basic Proofreading by Distance Learning course. I wanted a comprehensive training tool that would make me practice-ready, but I wanted to be assessed, too. I needed to be able to see where my weaknesses were, as well as my strengths. And I needed to practise being a detail person – to embed that mindset of attending to the method, the process, the instructions, so that I could do what the client wanted. A target market for me was always going to be social science publishers – I've a politics degree and in-house experience, so it made sense right from the start. I knew these publishers would have demanding expectations of their proofreaders and I wanted to be ready. Ready for the house brief, ready for the method, ready for the deadlines. Practising the mindset … How did I prepare? I read each chapter’s theory several times. I photocopied the exercises several times. I’d do them, trying my best to mark up in the way the chapter had advised. I’d mark my own efforts, make notes about my weaknesses, re-read the appropriate course material, and then put the exercise away for a few days. Then I’d do it all over again – this helped me see if I’d learned from my previous mistakes or whether the information had gone in one ear and out of the other. Then I’d do it a third time – leave alone for a few days and then repeat the exercise. When I was confident I’d nailed it, I’d photocopy the assessed test so that I had three copies. Then I’d do the test, put it away, re-do the test, compare, see if I was consistent, put it away, go through it one last time, attend to anything I’d missed, and then submit. It was laborious. But I learned to slow down; I learned what my weak points were; I learned a systematic method of working practice that focused on my client's instructions and objectives. I became so used to working like this that it embedded this careful attention to detail in my mind – something that I rely on every time I'm commissioned to work on a project. ​Of course my publishers don’t budget for me to do multiple passes on a piece of work, with several days of quiet reflection in between! Now that would be a luxury! But I'm glad I had the space to do this, to learn that mindset, to get used to being a detail person. So, if you fancy proofreading as a career, ask yourself the same question: Do I have the right mindset for the actual practice of proofreading? If you’re not sure, use your training* space to practise the careful, methodical process of attending to detail, according to the instructor’s brief. You won’t regret it and the time taken will be an investment that you can carry with you throughout your future career. ​ * If you're still deciding which course to take, your national editorial society will be able to offer advice about the training options available in your region.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
If you’re thinking about becoming a professional proofreader, it’s important to understand that the term 'proofreading' can mean different things in different contexts and with different client groups. This article focuses on working with designed page proofs,
​What type of proofreading you want to do and which groups of clients you want to be work-ready for will determine the choices you make with regard to training.
Some proofreaders work directly with the creators of the written materials being proofread – independent authors, students and business professionals, for example. These clients send Word files and the proofreader amends the files directly (often with Track Changes switched on so that the client can see what’s been changed).
Others work for intermediaries such as publishers and project management agencies. Here the author supplies the text files; then the in-house project manager (PM) organizes the various elements of the production process – including copy-editing, proofreading, typesetting and printing. After copy-editing and typesetting, the PM supplies page proofs to the proofreader, who makes annotations that identify where there are problems to be attended to. The proofreader does not amend the text directly. Here in Part I, I give the new entrant to the field an overview of what it’s like to be a proofreader working with page proofs. In Part II, I’ll consider proofreading work that involves working directly with the raw Word files.
What are page proofs?
Page proofs, traditionally defined, are so called because they are laid out exactly as they will appear in the final printed book. If all has gone well, what the proofreader is looking at will be almost what the reader sees if they were to walk into a bookshop, pull this title off the shelf and browse through the pages. The layout process has been taken care of by a professional typesetter or interior formatter who designs the text in a way that is pleasing to the eye and in accordance with a publisher’s brief. Page proofs from publishers and project management agencies are usually either in paper or PDF format. When working on paper, you'll likely still be supplied with a PDF (which comes in useful when using digital tools). In addition to the bulk of the typeset text, page proofs include the following elements: page numbers; running heads; a contents list; copyright information; cataloguing data; figures, tables and any other finished artwork; bibliography; and perhaps an index. The jacket may or may not be included, but there’ll usually be a title page and a half-title page. To reiterate, the pages have been professionally designed, so your job is not only to check for any final grammar, spelling or punctuation errors that have slipped in during the production chain; you're also tasked with ensuring that the appearance of the book is consistent and correct according to the instructions given to the typesetter by the client. Thus, you'll need to carry out a range of checks to ensure the following: ​
This isn't a comprehensive list but it gives you an idea of how this type of proofreading goes beyond just checking the text for typos. Download this free proofreading checklist if your client doesn't supply you with one.
Where are you in the chain?
The proofreader is one person in a fairly lengthy chain. Different clients work in different ways but the following is not uncommon: ​
​The process is often further complicated by the ebook creation process. Text might be digitized at different stages of the process.
What does this mean for your working methods?
You're not actually changing anything … You can use digital tools to complement your eye – various scripted macros, consistency checkers like PerfectIt, and reference-checking software like ReferenceChecker. To use these tools you need to strip text from a PDF of the page proofs, place it in a Word document, and then run your digital tools. Any mistakes flagged up, however, need to be marked up on the page proofs – that is, on paper or PDF (as agreed with the PM). You don’t get to change the actual text – you only get to make marks on it (usually those little hieroglyphics that constitute, in the UK, the BS 5261C:2005 proof-correction symbols). But you're checking everything … Recall, too, that you're paid to check every word and every page. Relevant software is a brilliant addition to any proofreader’s tool kit, but it will only go so far because the proofreader’s job goes beyond error-checking. We’re looking for layout problems, too, because we’re working on designed text – the first draft of the final page proofs. There are legal issues … you can only use software tools that are already sitting on your PC. This is because of confidentiality issues. All of my PMs consider it unacceptable business practice for me to send the page proofs (or the text stripped from them) to a third party, as the following direct quotes demonstrate: Confidentiality is absolutely core … We send PDFs to proofreaders in good faith. The files must not be uploaded to external websites or distributed to third parties. We ask that anyone who receives a file from us in the course of their freelance work [...] does not share that file with anyone, does not post it to any remote server or LAN, makes no copies of it and deletes it after use. We send files to you on the strict understanding that they are for you to use only in completing the assignment we've placed with you.
​What does this mean for training?
If you want to proofread for publishers, it’s likely that you’ll be working on page proofs. This means you’ll need to learn to use the industry-recognized mark-up language effectively and efficiently, and you’ll need to be able to carry out the necessary design and layout checks. If your training course doesn't teach you how to mark up using the relevant symbols or what to look out for in terms of layout problems, it’s probably not the right course to make you fit for publisher work. Furthermore, you’ll have to learn not to interfere beyond your brief. Not all publishers want every single inconsistency attended to. Amendments made at page-proof stage are expensive to implement so many publishers ask for 'minimal' correction. How they define 'minimal' will vary so you’ll need to work according to a clear brief. ​And if you’re not given a clear brief, you’ll need to ask for one. Assumptions about your remit are to be avoided – what one PM considers unworthy of change will be considered an essential error by another! The business of knowing when to leave well enough alone and when to interfere is one of the trickiest issues to deal with, so doing a course that has an assessment element is a good idea if you are working with page proofs and publisher clients. Summing up … Proofreading isn't some catch-all phrase that means the same thing to every client group. What you actually do, on which medium, how much you interfere, the extent to which you can use complementary tools, and the expectations of the client will differ greatly. This means a range of competencies will need to be acquired depending on whom you’re working for. Your training will need to match the requirements of various client groups – a publisher’s expectations in terms of industry-recognized standards will be different from a business executive’s or student’s, so take care to research any proofreading training syllabus carefully to make sure it’s providing you with the skill set relevant to your target client group. Your training should suit your needs, your business plan, your objectives; and what will be right for one person may not be right for another.
In Part II, I look at proofreading for clients who want you to work directly on the text in Word; how the line between editing and proofreading can become blurred; and how this might influence the type of training you do or the work you choose to take on.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
An important element of successful freelance proofreading is that of knowing your market – in order to build up a solid client base you need to focus on your strengths and understand what your clients need from you.
​The sector you know … Here’s an example of a sector I know: When I work for publishers I’m strictly a proofreader. ​I worked in social science academic publishing for years. When I started down the freelance route I did the appropriate training; then I targeted the market I knew best and in which I had experience. Academic publishing companies have very clear-cut editorial processes and the roles of development editor, copy-editor and proofreader are clearly defined. In this sector the briefs and levels of intervention vary from press to press, but the editorial process is the same, broadly speaking.
Rather, my job is to check that the typesetter’s interpretation of the copy-editor’s work is correct, that the page layout is acceptable, and that any remaining typographical oddities, spelling, punctuation or grammar errors haven’t slipped through. ​There may be specific instructions from the client to leave alone or pay attention to specific issues around house style, so the brief for each project will be something I have to pay careful attention to. However, It is extremely rare that I am faced with page proofs that require heavy intervention. That would indicate that something has gone seriously wrong earlier in the chain. ​
Sectors you don’t know …
If you are used to working for a particular type of client (businesses, students, self-publishing authors, publishers), or in a specific subject field (STM, social sciences, fiction, company reports, theses), don’t assume that your clients’ processes, needs or expectations will be the same. The term 'proofreading' means different things to different people. The chance to diversify is exciting, but proofreaders need to take care that they understand what the client expects. We owe it to our clients and we owe it to ourselves. Failure to do so can lead to a lot of head-scratching at best, and a dissatisfied client at worst.
What to watch out for …
PhD student: 'Dear Ms Harnby, I need someone to copy-edit/proofread my media studies thesis … English is not my first language … my supervisor says I need some things to be checked, too …' This client doesn’t understand the difference between copy-editing and proofreading; they think 'it’s all the same kind of thing'. While they might benefit from the latter further down the line, they’re definitely asking for the skills of the former in this case. Trade publisher: '... we're on a short deadline and haven't had time to compile the index. Would you be able to fit this in?' Indexing is an art all of its own. The client is asking for a skillset completely separate from either copy-editing or proofreading. Self-publishing author: 'Dear Louise, I landed on your Twitter page and wondered if you would be free to proofread my book. I also need some advice on how the book reads and any feedback on the plot and characters … this is my first novel so I’d appreciate any help you can offer me.' This client is unfamiliar with the various stages of the editorial process. They need a development editor, not a proofreader, before they start worrying about whether the words are spelled correctly or the apostrophes are in the correct place. Trade publisher: 'Dear Ms Harnby … are you free to take on a commercial non-fiction proofread? … We like our proofreaders to be very interventionist … feel free to recast anything that seems clunky or in your opinion doesn’t work …' It’s not that this client has a fabulous deal with their typesetter, meaning heavy revision at this stage in the process won’t hurt the bottom line. It probably means that copy-editing has fallen victim to cost-reduction measures. I suspect I am being commissioned as a proofreader and paid proofreading rates, but the client wants me to do something more akin to a copy-edit of the page proofs. Local business: '… we found your details in the Yellow Pages and see from your website that you have extensive experience of proofreading management and business titles … we need a 70-page internal report to be checked for grammar, punctuation and spelling mistakes. The report was compiled by eight individuals so we’re also keen to ensure consistency of the writing style …' This client needs a proofreader for the first element of the job and an editor for the second. The above are all examples I’ve encountered in requests for my 'proofreading' services.
What should you do?
It will be tempting to take the work, and maybe you should. After all, you’ve secured this fabulous opportunity to diversify your client portfolio, perhaps in a sector that you’ve wanted to exploit but didn’t know how to access. Proofreading, indexing, copy-editing and development editing are not the same thing. The input is different, the output is different, the skills are different, the training is different, and the rates of pay are different. Some potential clients may understand this but be looking to get a different level of intervention at a bargain price. Others will simply be unaware of the distinct roles within editorial freelancing. The rate of pay is not in my opinion the most pressing factor here. The most important issues are:
Are you also a trained copy-editor or indexer? Can you put on these other hats and do they fit comfortably? If so, you’re in a position to take on the work if you want to. If you do not have the relevant skills, you could find yourself coming unstuck. You may not fulfil the client’s expectations. That they aren’t fulfilling yours is irrelevant because you’re no longer in control. You might do a good job, but you might not. You won’t know because you’re not a copy-editor/development editor/indexer. If you anticipate a problem before you receive the work, you can nip the issue in the bud. Explain your understanding of the various editorial roles clearly to the client and make it explicit what services you are prepared/able to offer. This will ensure there are no surprises at either end of the process. If the problem isn’t obvious until after you’ve received the proofs or early on in the job, and you don’t feel comfortable, say, copy-editing material you’ve been hired to proofread, spell this out to the client as a matter of urgency. Why? Because it puts you back in control. If you lose the work or the professional relationship comes to a close, it’s because you’ve decided to not work with the client, not the other way around.
Wrapping up …
Diversifying your client portfolio and the types of work you are doing can be a very attractive proposition, particularly if
Ensure you have the relevant skills and a solid understanding of what is required for the sector you’re entering. Finding yourself out of your depth will hurt you as much as your client. For an overview of the different levels of editing, see my free webinar. For information on indexing, read the guidance from the Society of Indexers. For advice on editorial training, contact your national or regional editing society – a list of the primary worldwide societies is available here.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.
A short question on this blog about which training course I would recommend for someone considering a career in proofreading prompted a rather long reply from me. It made me realize that the issue deserved a post of its own.
Professional proofreading training
​Please note that this article isn’t designed to recommend one particular course over another. What you choose will depend on a number of factors, e.g. location, career stage. ​Readers of this blog who’ve searched my training archive will know the course I chose – the Publishing Training Centre's Essential Proofreading. While I found this course to be outstanding, this accolade is based on my business plan, my place of residence, my knowledge of the market I chose to focus on, and my training budget. It won’t necessarily be the right choice for, say, a Belgian with a different niche market in mind, or a Canadian whose pockets are feeling a little shallow at the moment. Instead, the aim here is to give voice to some of the basic issues that are worth considering when choosing what, where and how to train for a career as a freelance proofreader, wherever you live and whatever your budget. What’s on offer? ​The options are numerous. Distance learning and on-site; online and book-based; and DIY and professionally assessed. Some cost hundreds of pounds while other options cost less than the price of a family cinema outing. Googling for proofreading training courses throws up lots of information but little guidance on how to make a choice. Here are some ideas to get you on the right track. Is there a national or regional professional society you can contact?​ This is probably the best place to start. Get in touch with your national editing/proofreading society and see what they recommend. Their membership is full of people who were once in your position, so they will have some great advice to share, and at no cost. Visit my Editing & Proofreading Societies page to locate your national association or regional chapter. ​At what stage are you in the process? Consider what point you’re at in the process of your career change. Are you definitely looking to become a professional proofreader or are you at the earlier stage of considering it as one of several options? If the latter, you might opt for a cheaper, preliminary short course to see if the work suits you before you invest a larger amount of money in a more time-consuming distance learning course. If you've recently completed some training you might want to consider a mentoring programme. The Chartered Institute of Editing and Proofreading (CIEP) runs a mentoring programme in the UK. Contact your national editing and proofreading society for more details on mentoring opportunities in your own country. What kind of client are you hoping to target?​ Case study 1 You’re an ex-solicitor/attorney who’s decided that the law’s not your bag after all. You decide you want to focus on publisher clients, possibly those with lists in criminology, law and policing. Do some research to find out which houses publish in these fields and give them a call. Ask to speak to the production manager, or the person in charge of hiring freelance editorial staff. Ask that person what their criteria are for freelancers. They'll be able to tell you the training providers they recognize. They’ll also be able to give you some ideas about any experience or expertise they are looking for. You may be surprised to find that they accept a qualification that you hadn’t considered. And it may not be the most expensive one on the market. Even if you do find out that you would be better off going for one of the more expensive training courses, at least you know that it will be money well spent and that you’ll get the return on your investment once you start applying for paid work. Getting a feel for what publishers want is a good start because they are one type of client that is in a position to offer you repeat work. Case study 2 You’ve worked as an English-language teacher for years in a school or college, helping young adults improve their literacy skills. You decide to focus on independent fiction and creative non-fiction authors who are looking for the final polish before they submit their manuscript to an agent, in-house commissioning editor, or custom-publishing organization. You need to do the same research. Start networking with writers’ groups and online networks and ask the people themselves what training and experience they expect a proofreader to have. They may have a set of very different preferred externals based on their experiences of commissioning freelance editorial services. Join social networking forums such as LinkedIn where existing freelancers congregate and ask what training routes other freelance proofreaders in your country, who work with the type of client you’re interested in, took to get their careers off the ground. The point is to research your market and find out what people want and expect. Every training provider on the market will tell you that their course is the best, and they wouldn’t be doing a good job of marketing themselves if they claimed otherwise. Asking the end-users, however, is the key to ensuring you make the decision that best suits your business strategy. Assessed or not?​ Assuming you’ve decided proofreading is the job for you, and you need a training course that is going to give you the confidence and readiness to do the job to a professional standard, find out whether your training provider offers an assessment element. It’s best to iron out the creases while you are training, rather than alienating unhappy clients further down the line. ​Or to quote an old proverb: What the fool does in the end, the wise man does in the beginning.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
These are the books I couldn't live without and that I recommend for any proofreader's bookshelf ...
New Hart's Rules: The Handbook of Style for Writers and Editors
The Penguin Guide to Punctuation
New Oxford Dictionary for Writers and Editors
New Oxford Spelling Dictionary: The Writers' and Editors' Guide to Spelling and Word Division
Troublesome Words
Pocket Fowler's Modern English Usage (2nd Edition)
English Grammar for Dummies (UK Edition)
Business Planning for Editorial Freelancers
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
I wrote this post about proofreading training years ago. However, I'm confident the advice still stands. While these days I work primarily for indie fiction authors who find me via organic search, I think publisher work is still incredibly valuable.
How far will training get you in the editorial freelancing market?
Publishers and editorial freelancers understand each other. We have the same expectations regarding the level of editing being undertaken (e.g. developmental, line/copy, proofreading), which saves both parties time. Publishers are in a position to offer repeat work, thus taking some of the stress out of marketing. Plus the portfolio- and testimonial-building opportunities are excellent. And so while the rates are sometimes an issue (though not always by any means), publishers are a brilliant client group to target. It's therefore important to bear in mind where they see the value when hiring editorial freelancers. Here's what I found out ... Is training useless? I’ve just landed on a blog where the author calls proofreading courses a "scam" and "unnecessary", and the qualifications "useless". The rant continues, the author arguing that they’ve never been asked to produce evidence of any qualification or completion of a course by an "official" body. And luckily for anyone looking to enter this extraordinarily crowded and competitive field, said author offers a far cheaper alternative to all those "rip-off" courses: their very own proofreading course in the form of an ebook. Back in 2005, I spent seven months doing just the type of course this author was decrying. I opted for Essential Proofreading, a distance learning course run by the Publishing Training Centre (PTC), an industry-recognized body. I also joined the Chartered Institute of Editing and Proofreading (CIEP), formerly the SfEP, and did the necessaries to qualify for membership. So did I waste my money? Was I ripped off? Did the training I took on help me get to where I am now or was I kidding myself? Should I have instead invested in an ebook course that would have given me change from a twenty-pound note? I discussed this issue with some of my clients, all of whom are established and respected publishing houses or project management services in the UK. What came out of the conversation led me to conclude that the training I undertook was definitely worthwhile, and membership of the CIEP/SfEP has provided me with wonderful information-sharing opportunities as well as the right to advertise in their Directory of Editorial Services. Nevertheless, there was much food for thought in the responses I received. Thumbs up for training courses … Out of House Publishing consider only the CIEP/SfEP and PTC courses to be "useful and relevant" and Managing Director Jo Bottrill stated that he "certainly consider[s] freelancers who have completed such training much more seriously". Constable & Robinson’s website states, "Please note our minimum requirements include training from recognized establishments such as SfEP or the Publishing Training Centre." Aimée Feenan from Ashgate concurs, saying that most Ashgate staff have undertaken some sort of training at the PTC, and knowing that freelance staff are able to work to the same editorial standards means they are more likely to be hired. They also recognize the CIEP/SfEP as a trusted source. And at SAGE Publishing, training is considered important, with the CIEP/SfEP and PTC again being the two most trusted external suppliers. Elizabeth Clack at Edward Elgar felt "that the Publishing Training Centre and CIEP/SfEP courses are good quality and are well-regarded, so it would be a plus point if someone had taken courses with them, although that's not to say that we would only consider freelances who had taken courses with these bodies". She added, "it indicates to us that the freelance has reached a certain level of proficiency and has some understanding of editing/proofreading procedures and 'best practice'. Training is especially relevant if the freelance does not yet have much work experience." Also of note here the fact that she felt that proofreading courses took away some of the risk of the unknown when taking on a new or inexperienced freelancer. But training in itself is not enough … Training in itself is not always enough, and some publishers feel they have had their fingers burned by relying too much on freelancers’ training credits. Increasingly publishers are using their own tests in order to evaluate competence. Jo Bottrill was cautious of advanced membership and accreditation status within the CIEP/SfEP, feeling that these did not always ensure that a freelancer met his exacting standards. Instead, he's "put[ting] more emphasis on the assessment of our own tests and analysis of live jobs. Our quality control and reporting procedures have developed over the last couple of years to ensure we have an appropriate safety net." For Edward Elgar, "another factor when considering whether to work with a freelance is whether they have experience in a particular subject area, because many of our books are quite specialized. For instance, freelances working on our law books may have law qualifications or a background in legal work." Ian Antcliff, one of SAGE Publications’ senior production editors, stated that training, though important, is seen as an add-on. For him, in-house experience makes for an attractive prospect, not because the editors/proofreaders are better, but rather because "it usually ensures that they are sympathetic to and understand the pressure that in-house staff are under (especially with regard to budgets and deadlines)". Ashgate acknowledge that not every freelancer on their books has received formal editorial training – they do have people who were just exceptionally good at learning on the job and being an expert in a particular subject area is also a real plus. Polity’s production manager, Neil de Cort, takes a stronger line. For him, a speculative letter with a list of training courses is of no relevance. Like most publishers, Polity receive a large number of speculative letters every year from freelancers looking for work. Experience counts every time – Neil wants to see that a freelancer has experience of working in the social sciences, and references from other publishers are key. Completion of a training course alone simply won’t get you on their books. Confidence to take on the task The training I’ve completed to date did indeed get me looked at by several clients when I was starting out. Polity, though, gave me work because of my knowledge of their field of publishing and a good reference from Salt Publishing. Constable & Robinson noticed me, despite the fact that I already met their minimum requirements, because of a recommendation from the Edward Elgar production team. However, proofreading books published by the likes of Cambridge University Press, Polity and SAGE, who, like all of my clients, have precise and exacting publishing standards, can be daunting to the newbie. And expanding into new publishing genres, in my case from the social sciences to trade, is a different type of challenge. Externally assessed training under the wing of a skilled industry-recognized body gave me the confidence to take on these challenges and feel assured that I was ready for the task in hand. On-the-job CPD and upgrading skills As for the future, I’ve been wrestling with the issue of whether to upgrade my CIEP/SfEP membership status. For me this will mean undertaking more training courses, since I qualify on all other fronts. [Update 2020: I've now been an Advanced Professional Member of many years.] I’ve no doubt that further courses will provide me with new knowledge and provide excellent networking opportunities. But will I get more work? It depends on what that training is – if it involves ensuring I can mark-up onscreen, use the preferred software packages, and deliver my projects in new formats, then yes. Ian Antcliff at SAGE emphasizes how essential it is for freelancers to have up-to-date skill sets "with regard to both onscreen editing and Word, and also with ancillary software generally – Adobe, etc. – increasingly so as we move towards onscreen mark-up of proof PDFs". Talking to clients (or reading their blogs and tweets) about what their needs are, how the market is changing, and new ways of delivering our service may be just as informative as any course, and is probably the first thing we should do before deciding where to spend our hard-earned training cash. In a nutshell … So all in all, the message from my clients was that initial basic editorial training is more likely to get us noticed by publishers, but that it’s not the sole factor in determining whether they place us on their books. Experience counts for a lot, but so does flexibility over the formats in which we work. Continuing to update our skills in whatever way best suits the needs of our clients will give us the best chance of remaining their freelancers of choice. As for that £19.99 ebook course? It simply wouldn’t have cut the mustard. (With thanks to Edward Elgar, SAGE Publications, Ashgate, Polity, and Out of House Publishing for their generous contributions.)
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.
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PDF MARKUPAUTHOR RESOURCESEDITOR RESOURCESTESTIMONIALSDare Rogers'Louise uses her expertise to hone a story until it's razor sharp, while still allowing the author’s voice to remain dominant.'Jeff Carson'I wholeheartedly recommend her services ... Just don’t hire her when I need her.'J B Turner'Sincere thanks for a beautiful and elegant piece of work. First class.'Ayshe Gemedzhy'What makes her stand out and shine is her ability to immerse herself in your story.'Salt Publishing'A million thanks – your mark-up is perfect, as always.'CATEGORIES
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March 2024
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