Find out why standards are core to professional practice for any editor or proofreader who wants to be fit for purpose and trusted by clients.

Listen to find out more about:

• how professional standards are defined
  
• why they’re important for editors and proofreaders
  
• who’s setting them
  
• the tools some organisations are using to set standards and ensure that
  
• editorial practitioners demonstrate and uphold them.

• Training resources
• Branding and trust resources
• Branding for Business Growth (course)
• Marketing Your Editing and Proofreading Business (book)
• Chartered Institute of Editing and Proofreading (CIEP)
• List of editorial societies

If you'd like to support The Editing Podcast, thank you! That means the world to us.

'Vivacity’ by Kevin MacLeod

• Link: https://filmmusic.io/song/4593-vivacity
• Licence: http://creativecommons.org/licenses/by/4.0/

Thinking of creating and delivering online editorial training courses? Here’s some guidance for editors and proofreaders on the tax implications and choosing a platform.

• Your online course and the tax authority in your own jurisdiction
• Your online course and the tax authority in other jurisdictions
• Finding a taxation-friendly training platform
• Understanding Merchants of Record
• Where I host my editorial training courses
• Summing up: What to consider

When we sell online training courses, we’re entering the world of digital services and products, as defined by the various tax authorities in jurisdictions all over the planet.

Not all digital services and products are created equally, and the rules in one country might be different in another. Even within a single jurisdiction, your online course might be treated differently in terms of tax depending on how you provide access to the content. 

 5 examples of online courses
Imagine you’re me, a UK resident offering online training courses. Here’s what the classifications might look like (though I’m no tax specialist) in 2022. 

So you’ve worked out what the deal is for your own jurisdiction. However, when it comes to selling globally, where you live is irrelevant when it comes to consumption taxes like VAT.

Anyone offering online courses in a global market must know where their customer lives. And it’s the tax authority’s rules in the customer’s jurisdiction that determine whether we need to add a consumption tax to the price.

Which can be a monumental barrier for sole-trading editors and proofreaders. Why? because here's what we need to take responsibility for.

Our consumption tax responsibilities 
Small-business owners selling digital products and services internationally must have a mechanism in place to:
​

• ensure that our customers provide the necessary jurisdiction data on our invoices
• allow our customers to exempt themselves from the tax where appropriate
• calculate the appropriate tax rate for every customer 
• review that tax rate regularly (because they change!)
• collect the tax from the customer
• remit the collected tax to every single relevant tax authority. That's right. Every single one.

That list is enough to deter any small-business owner from sharing their knowledge and charging for it. Which is a crying shame because the editorial community is passionate about training and CPD.

And the fact is that most of us don’t have the time or skills to do this work – unless we decide we're not actually going to be editors and trainers anymore, but full-time accountants instead.

Nor can we afford to hire an expensive specialist tax accountant who will do this for us – unless we want the entire exercise to become unprofitable.
​
So what do we do?

There is a solution. Training platforms are increasingly offering tax support to their trainers. When evaluating a training platform for its taxation-friendliness, it’s critical that we understand the concept of the Merchant of Record.

What is a Merchant of Record?
A Merchant of Record is the legal entity that usually:

• calculates the appropriate rate of tax that needs to be added to a purchase of your course
• updates that rate of tax rate in your payment gateway when necessary
• collects that tax from your customer
• remits it to the tax authority in the appropriate jurisdiction.

When we choose a training platform that acts as the Merchant of Record, or includes a third-party integration that does the same, that leaves us free to get on with the business of editorial training rather than worrying about whether we’re tax compliant in every part of the world we’re selling to.

If the platform doesn't offer that, we're the Merchants of Record, and the buck's back with us.

What’s on offer?
Some training platforms are partial Merchants of Record. PayHip, for example, calculates, collects and remits VAT in the UK and Europe for me as a UK resident. However, I’m responsible for the tax compliance in all other jurisdictions ... Cue the worry.

Some training platforms include integrations that calculate the tax but don’t collect or remit it. That’s on us or our (expensive) specialist tax accountants. LearnWorlds is an example. The Quaderno app calculates what we owe to whom, but we have to do the rest ... Cue the worry.

Some training platforms act as full Merchants of Record, meaning they calculate, collect and remit all the tax for all jurisdictions. Teachable is an example ... And relax!

I now host my editorial training courses with Teachable for seven reasons:

• It acts as a full Merchant of Record, meaning I can focus on course creation rather than worrying about tax compliance.
• The platform is super user-friendly for me and my students.
• Teachable has a gorgeous app (iOS and Android), which is fantastic for students who want mobile access. Download it from your usual app store.
• I can brand my content appropriately.
• Multiple editorial trainers use Teachable, which means students can access our schools via a single platform.
• I can now offer payment plans that allow my students to spread the cost.
• And there's a bundles option that lets me offer you access to multiple courses ... and with big discounts!

Note that at the time of writing, trainers wanting to offer PayPal as a payment gateway in Teachable must set their course prices in US dollars.

Teachable is right for me, but any editor or proofreader embarking on online course creation should do their own research. Most platforms offer a free trial so you can get a feel for the setup, functionality and branding options.

1. Creating and delivering online courses for editors and proofreaders has never been easier thanks to the growing number of platforms with user-friendly interfaces and multimedia functionality.
   
   
2. What’s not so easy is the tax-compliance element. Many of the providers haven’t yet woken up to the implications for small-business owners operating in a global marketplace with complex and ever-changing tax rules. 
   
   
3. If you’re planning to teach online, make sure you understand the differences in tax rules for courses with a live component and courses that are self-directed, not just in your own jurisdiction but elsewhere too. Also bear in mind that what constitutes live tutoring might be nebulous.
   ​
4. And, finally, if you decide to head down the self-directed training route, and your preferred platform isn’t offering a full Merchant of Record service, think carefully about who’s going to do that work and how much it will cost. 

• Check out my courses, their payment plans, and discounted bundles.
• Visit my Skills and training resource page to access free guidance. 
• Find out how to log in and access courses you've already purchased.

Want to become a professional proofreader? Discover 6 more key pieces of information you must know before you embark on your new career. 
​

• How it requires a lot of hard work to build and sustain a proofreading business
• Why having periods of no work isn’t something you have to accept as given
• Why grammar- and spell-checking technology hasn’t made proofreaders redundant
• How it’s a myth that all proofreading work is done in-house 
• How proofreading means the different things to different client types
• Whether word of mouth is a good enough promotion strategy

If you'd like to support The Editing Podcast, thank you! That means the world to us.

​‘Vivacity’ Kevin MacLeod (incompetech.com). Licensed under Creative Commons: By Attribution 3.0 License. http://creativecommons.org/licenses/by/3.0/.

Want to become a professional proofreader? Discover 6 key pieces of information you must know before you embark on your new career.

• ​Getting work even if you don’t have contacts in the publishing industry
• The market for proofreading
• Why training courses are a worthy and essential investment
• Why training in itself isn't enough to get work
• Why you can still build a proofreading career without former editorial experience
• What you might earn

If you'd like to support The Editing Podcast, thank you! That means the world to us.

​‘Vivacity’ Kevin MacLeod (incompetech.com). Licensed under Creative Commons: By Attribution 3.0 License. http://creativecommons.org/licenses/by/3.0/.

Want to know more about academic developmental editing? Laura Portwood-Stacer discusses what it involves and how to develop your skills.

In this episode, Louise and Denise chat with Laura Portwood-Stacer about:

• What academic developmental editing is
• Required skills and background
• Why academic authors seek help from developmental editors
• What do academic developmental editors do?
• Why it's different from other types of non-fiction editing
• The benefits to editors of offering an academic developmental editing service
• How academic developmental editors find clients
• Training and resources for academic developmental editors

• Contact Laura
• Read The Book Proposal Book
• Train as an academic developmental editor

If you'd like to support The Editing Podcast, thank you! That means the world to us. There are two tiers to choose from: 
​

• EditPod Tea Pot: Buy us a cuppa and help keep the podcast ad-free and independent.
• EditPod Tea Party: All of the above, plus you get exclusive access to quarterly live Q&As that help you keep your business on track.

​‘Vivacity’ Kevin MacLeod (incompetech.com). Licensed under Creative Commons: By Attribution 3.0 License. http://creativecommons.org/licenses/by/3.0/.

Find out what narrative distance is and why fiction editors and authors need to pay attention to it.

• What is narrative distance?
• Are narrative distance and psychic distance the same thing?
• How is narrative distance related to narrative style?
• Why writers and editors need to learn about narrative distance
• Using a visual framework to understand narrative distance
• Related resources for you to dig into

Narrative means story. It’s the part of a novel that isn’t dialogue.
 
A narrator is the person who tells the story. They can be a character in the book or an entity that stands outside it.

There can be multiple narrators in a book, too. That allows the author to present events from multiple perspectives.

‘Narrative distance’ describes the space between a novel’s narrator and the reader.

• If we, as readers, feel deeply connected to the narrator and their experience of the fictional world they inhabit, narrative distance is tiny.
• If we feel dislocated from them, more like we’re looking out on the story’s landscape objectively, the narrative distance is wide. 
  ​

Yes, narrative distance and psychic distance are the same thing. Some writers and editors use one term, some the other. They’re interchangeable. Use whichever you feel comfortable with.

You might find one or other useful depending on what issues you’re dealing with when you’re writing or editing. I like the word ‘narrative’ because it reminds me what part of the prose I’m dealing with.

Then again, I sometimes use the word ‘psychic’ because it reminds me that although I’m dealing with fiction, and therefore something that’s not real, the narrator within that creative realm still has their own lived experience and a raft of emotions that come with that.
​

Narrative style refers to the way in which the narrator offers their perspective. Common narrative styles include:
​

• First-person limited
• Third-person limited
• Third-person objective
• Third-person omniscient

Each of those narrative styles come with a certain degree of distance between the narrator and the reader.

For example, first-person narrations always feel a little more intimate because the pronoun ‘I’ is used. Second-person narrations can feel equally intimate, but in a voyeuristic way.

Third-person narrations – and the pronouns that come with them – are what we’re used to using for those not being directly addressed, so in prose they naturally put space between readers and narrators using the third person.

When we move beyond a framework of narrative style and start to think specifically in terms of narrative distance, we’re able to analyse the effectiveness of prose in a more nuanced and flexible way. 
​

Take a book off your shelf and read a couple of pages. Even though the entire section might be written in a single narrative style – for example, third-person limited, it’s likely that the narrative distance still changes. 

Perhaps you’ve never noticed before, and if that’s the case, the author and their editor have done a great job because the movement is seamless.

If that movement is jarring and too obvious, it could be an indication that narrative distance isn’t being controlled sufficiently. Editors and writers who can recognize narrative distance and evaluate its effectiveness are better equipped to solve the problem, and justify their solutions.
​

Are you confused by narrative distance? Don’t worry – you’re not alone! It’s a complex topic. Even experienced line editors and authors can struggle to get their heads around it. 

My solution was to structure my own learning as a visual framework. I presented that framework at the Chartered Institute of Editing and Proofreading’s annual conference in September 2021 and then for the Society of Authors in October 2021.

The framework I shared at those two events garnered fabulous reviews and convinced me to record a webinar that everyone could access.

Narrative Distance: A Toolbox for Writers and Editors is available now to anyone who wants to lift the curtain on narrative distance and use it to craft prose that offers a better reader experience.
​
Use the button below to find out what’s included in the course. 

• Blog post: 7 reasons why I’m not the right editor for you
• Blog post: How to avoid repeating ‘I’ in first-person writing
• Blog post: How to show the emotions of non-viewpoint characters
• Blog post: What’s the difference between a viewpoint character and a protagonist?
• Book: Editing Fiction at Sentence Level
• Book: Making Sense of Point of View
• Course: How to Write the Perfect Fiction Editorial Report
• Course: Switching to Fiction

Words are the professional editor’s business, yet the ones we use in the course of discussing how we apply our craft are all too often prescriptive.
​
This post looks at problematic language, the messages it might unintentionally convey, and how we can talk about the editorial conundrums we come across without judgement.

Most editors, however experienced, encounter conundrums in their work that lead to their seeking advice from colleagues. Too often, the language of prescription is used to frame questions:

• ‘What’s the correct way to punctuate this sentence?’
• ‘Is the grammar in this sentence right?’
• ‘What’s APA’s rule for hyphenating [...]?’

The problem with notions such as ‘right’, ‘correct’ and ‘rule’ is that they’re loaded. The implication is that there’s one way – a best way – to write and to edit.

In reality, there are multiple ways to punctuate a sentence, each of which could alter its flow and rhythm in nuanced ways.
​
There are multiple Englishes, too, each with grammatical and syntactical structures that vary from region to region within nations as well as from country to country.

And there are multiple style guides that express particular preferences.

All of which means there is no ‘correct’ way to punctuate a sentence, no ‘right’ grammar, and no ‘rule’ on hyphenation. What there are instead are conventions and choices that that can be implemented or ignored.

Instead, we could ask:
​

• ‘How can I punctuate this sentence to convey urgency? The author’s used commas but I’m wondering if spaced en dashes would be effective.’
• ‘Is the grammar in this sentence distracting or is the sense clear? The narrator is from [...] but I’m not.’
• ‘What’s APA’s preference for hyphenating [...]?’

The artistry of editing lies in helping the client craft prose in which the meaning is clear and interpreted as intended by readers. Embedding that principle – rather than the language of rights and rules – ​in the way we talk about our work means we’re more likely to think descriptively rather than prescriptively.

There are myriad standards and conventions in language, ones that determine the following for example:

• How words are spelled in various Englishes 
• How dialogue is punctuated 
• Whether a term is hyphenated
• How apostrophes convey possession or omission 
• Whether to place full points after contracted forms 
• Whether the first paragraph in a section is indented or not
• The grammatical structure of a sentence
• How verbs are conjugated

When we come across writing that doesn’t conform to these standards and conventions, some of us choose to refer instead to ‘non-standard’ language and ‘breaking from convention’ so as to avoid the judgement embodied in terms such as ‘right’, ‘best’, ‘correct’ and ‘rule’. 

It’s been my preference because I felt it was more neutral and framed the issue around reader expectation rather than my own lived experience of language. 

And that’s something I’ve been thinking about.

Why? Because these terms, too, need to be used with caution. We need to be aware that while standards and conventions help readers make sense of the written and spoken word, they are created and enforced by those with advantage, those who have the power to deem them as standard and conventional in the first place, and to assert their primacy. 

That doesn’t make those standards and conventions better; it just means those who define them are in a position to do so. It also means that prose can be just as rich when those standards and conventions are ignored or flexed.

Individuals and organizations have preferences. For example, the Chartered Institute of Editing and Proofreading (CIEP), the University of Chicago Press and the American Psychological Association each have style guides that record their preferences for myriad stylistic decisions.
​
Mindful editing means remembering that these preferences aren’t ‘right’ or ‘better’. They’re certainly not rules. Even Oxford’s New Hart’s Rules isn’t a rulebook! Rather, these are useful guides that help editors and authors bring clarity and consistency to writing.

However, editors – particularly those working on creative texts – need to be ready to bend when character and narrative voice would be damaged by prescriptive application of a style guide.

As for those of us working on texts that deal with identity and representation, we need to be ready to question the advice in a published style guide; it might be behind the curve.

If we use the language of ‘right/’wrong’, ‘correct’/’incorrect’ and even ‘standard’/’non-standard’ when we talk to other editors about our work, there’s a risk that this will leak into the way we convey solutions to our clients, even into the way we edit their work.

An author might not write in sentences that follow grammar, spelling and punctuation conventions, but that in no way means they’re a poor crafter of prose. Perhaps the way they lay down words is because they haven’t learned our conventions. Or perhaps they’ve actively chosen to ignore those conventions because that style of language doesn’t suit their character and narrative voices.
​
The mindful editor needs to recognize and respect both scenarios. Understanding which one is in play is critical because it will determine whether and which amendments are suggested, and why.

Here’s an example that demonstrates how an author has chosen to craft a narrative that favours voice over ‘standard’ English now and then in order to reduce the distance between the narrator-protagonist and the reader.
​
These excerpts are from the opening chapter of Imran Mahmood’s You Don’t Know Me (pp 4–5; Penguin, 2017).

Are the words I placed in bold ‘incorrect’ or ‘wrong’? That’s a judgemental approach that implies there’s a single perfect, right way to write and speak English. There isn’t.

Are the terms ‘non-standard’? To my ear, yes, some of them are, but that’s because I’m a 54-year-old middle-class white woman raised in Buckinghamshire, England, who was taught how to write and speak according to a standard dreamt up by … actually, I’m not sure who dreamt up the standard but it was probably someone who looked, spoke and was educated quite a lot like me and had the advantages I have.

Rather than thinking about these excerpts in terms of whether some of the words are non-standard or standard, instead we can evaluate them in terms of voice. Rich, evocative voice.

Our first-person narrator has been accused of murder and has elected to defend himself. As the blurb on the back cover says: ‘He now stands in the dock and wants to tell you the truth. He needs you to believe him. Will you?’

Actually, it’s his authentic voice that draws me – a 54-year-old middle-class white woman raised in Buckinghamshire, England – deep into his psyche so that I can see and hear him as if we are one. And that means I can root for him, invest in him, care about him, believe him.

Thinking about that narrative in terms of whether it’s ‘correct’ or ‘right’ would be butchery. To apply a digital red pen to it would be a crime.

And even those of us who might apply the term ‘non-standard’ to the emboldened words must acknowledge that such prescription is based purely on our own lived experience of English – how we write, how we speak, and what we were taught. That doesn’t make our way of speaking and writing better or worthier.

When story and characters drive language, readers will come along for the ride, regardless of their lived experience. When prescriptivism is behind the wheel, readers will disengage and find a different journey to take.

An error is a mistake. We all make them when we’re writing – because we don’t know what the conventions are, because we’re focusing on meaning rather than mechanics, or because our fingers are typing so fast.

Regardless, the focus here is on intention, and for that reason there are times when it’s appropriate for the editor to use the term ‘error’.

When editors are tasked with finding errors, they’re looking for what wasn’t intended in that particular project. Take a look at these four examples:

• “Are the autopsy results in yet?’ Milburn asked.
• Xe put xyr pen on the table and frowned. No way was he letting that one pass.
• She hears him clearly – banging on again about how their from out of town and don’t know their way around.
• ‘I wanted to call the police but Johnny ‘One Sock’ Swainston wasn’t having any of it.’

We can say without judgement that there are four ‘errors’ in the above examples because in each case the author likely made a mistake – they meant to use a consistent style of speech marks in the first example, meant the pronouns to be consistent in the second, meant to use ‘they’re' in the third, and meant to use an alternative style for the nested quotation marks in the fourth.

When we’re querying potential errors, however, we can still use the language of intention and reader expectation in our comments, thereby avoiding a more critical tone:
​

• Did you mean to write […] here or is this a typo?
• How about [...] instead? This would be less likely to distract the reader, who might be more used to seeing [...] and therefore misinterpret what you've written.
• The grammar in this section doesn’t align with your usual narrative voice, and reads more like something Character Y would say. Is this intentional? If not, how about trying [...]?

As professional editors, we need to think about the language we use about language!
​

• Saying something’s ‘right’ might imply that all alternatives are wrong when they aren’t.
• Defining something as a ‘rule’ might imply that breaking it is non-conformist, eccentric, non-compliant, even disobedient.
• Referring to something as ‘standard’ normalizes the preferences of those who have the power to make that decision in the first place.​

Instead, we can frame our discussions and queries around meaning, author intention and reader experience. That way, we’re putting the prose where it belongs – front and centre.

Find out what editorial style is, why it’s important, and how editors work to create, evaluate and enforce style.

• What is style?
• The differences between rules, preferences and conventions
• Flexibility in fiction and non-fiction
• What is a style guide?
• Why style guides aren't rule books
• When editors need to respect tone, register, voice and brand identity
• What is a style sheet?

​‘Vivacity’ Kevin MacLeod (incompetech.com). Licensed under Creative Commons: By Attribution 3.0 License. http://creativecommons.org/licenses/by/3.0/

In this episode of The Editing Podcast, Louise Harnby and Denise Cowle talk to editor Crystal Shelley about sensitivity reading.

​Listen to find out more about

• What is sensitivity reading?
• What types of topics do people read for?
• What does the sensitivity reading process look like?
• Why should an author hire a sensitivity reader?
• What type of feedback does a sensitivity reader give?
• How does someone become a sensitivity reader?
• Some authors are hesitant to work with a sensitivity reader because there's concern about censorship or having books pulled. How do you address those concerns?
• Is sensitivity reading only useful for fiction? 
• How do authors find sensitivity readers?

Discover more about Crystal at Rabbit with a Red Pen.

Mentioned in the show

• Find a sensitivity reader: Binders for Sensitivity Readers
• Conscious Style Guide
• Editors of Color

​
Music Credit
'Vivacity’ Kevin MacLeod (incompetech.com). Licensed under Creative Commons: By Attribution 3.0 License. http://creativecommons.org/licenses/by/3.0/

Want to copyedit fiction for indie authors? Even if you have extensive experience of working for publishers, there are skills and knowledge you might need to acquire before making the shift.

Publishing has its own language
Fiction copyediting means something specific in a publishing company. It’s usually (there are always exceptions to the rule) the corrective work that focuses on spelling, punctuation, grammar, consistency and logic.

It’s important work – meticulous and detailed. It stops a character giving birth two months before she got pregnant; it spots when your protagonist’s eyes have changed colour; it flags up the trigger safety that doesn’t exist on the model of gun being described.

In the wider world, ‘copyediting’ can mean all sorts of things. It will include all of the above but might include a deeper level of stylistic work.

Some editors will use different terminology to describe their services, such that this middle-level editing – further down the chain than developmental or structural work but higher up than the prepublication proofread – is more intense.

Some editors even include developmental/structural work in their ‘copyediting’ service because their target clients fall into one or both of the following categories:
​

• aren’t familiar with all the levels of editing
• are more likely to search for terms such as ‘copyediting’ and ‘proofreading’ even though the big-picture elements of their story might also need some work

The mismatch between language and need
Some editors work only for publishers. Some work only for indie authors. Some work for both.

That messy publishing language becomes problematic when everyone’s using one term – ‘copyediting’ – to mean different things.

Plus, none of us knows what we don’t know.

If an editor has copyedited fiction only for publishers, and then moves into the indie-author market, there’s a risk that their knowledge and skills match the needs and expectations of mainstream publishers, but not those of indie authors.

Many indie authors are self-publishing for the first time. They’ll expect a professional editor to know what they don’t. But a fiction copyeditor, just by virtue of having done something called ‘fiction copyediting’ as defined by publishers, might not know how to handle the stylistic issues in a book.

That doesn’t mean they’re a bad editor. It means they have a specific skill set that might not be what the indie author needs or asks for.

I’ve done all three in my time. My choice was based on the author, my schedule, and the connection I felt with the project. There’s no wrong or right, just informed decision-making.

What’s gone wrong in the editing process?
So what went wrong in that case study? This problem arises because of flawed assumptions about language and responsibility.

Language
The author and the editor are using the same language to describe different outcomes.

• The author thinks of ‘copyediting’ as a middle-ground service between developmental/structural editing and proofreading.
• The editor, who works mainly for publishers, considers ‘copyediting’ a non-stylistic type of work that comes after line editing.

What Jo needed was an editor who recognizes that ‘copyediting’ could mean something different in the author’s head – something like: Do what’s required to make my prose sing! I don’t know what those things are, but that’s why I’m hiring you.

​What she got was a traditional high-quality copyedit as defined by a different client type. It’s work that she needed, but not all the work she needed.

Responsibility
A frequent fallback position on the editor’s part is this: it’s the author’s fault because they didn’t hire the right service. Jo shouldn’t have commissioned a copyedit when stylistic work was required.

That’s flawed. She hired a professional editor precisely because they’re a professional editor. She wanted them to show her what she didn’t know.

The situation is complicated further by the fact that editors define their services differently. I offer ‘line-/copyediting’. Some of my colleagues offer the same level of intervention but call it just ‘copyediting’. Others offer two distinct services: ‘line editing’ and ‘copyediting’.

Yet others don’t even call line editing ‘line editing’. It might be called ‘substantive editing’ or ‘stylistic editing’.

It is any wonder that an indie author chooses to ignore the tangled terminology and focus on collating a shortlist of editors who have extensive experience of working for traditional industry gatekeepers – publishers?
​
That works splendidly when the editors have the skills and knowledge to go beyond what a publisher might expect from a fiction copyedit. But it can fall of a cliff when the rigidity of the terminology restricts the depth of editing required.

How can editors help fix the problem?
Editors must take responsibility for the language they use and the skills they have so that they’re fit for a diverse indie-author market. That means learning and educating.

Learn line craft
Fiction editors serving indie authors should learn line craft – the stylistic sentence-level editing that might be required.

If we don’t understand the likes of show and tell, narrative viewpoint, tense, holding suspense, dialogue craft, and so on, we should question whether we’re ready for this market.

And if we do still want to serve this market with publisher-defined copyediting, we must be explicit about the fact that we don’t offer solutions to stylistic problems in prose.

Still, being able to say we don’t offer those solutions means understanding what they are in the first place. Not recognizing them is not an option.

Educate authors
We must go the extra mile to ensure that our online and direct communications with authors explain the different levels of editing and how we define them.

A website that boasts of our achievements but doesn’t show our understanding of the craft of fiction editing doesn’t help a beginner author make informed decisions. It serves only us, not them.

That can lead to disappointment on the author’s part. And disappointment leads to mistrust, not just with the editor who did the work but with the global editorial community in general.

Editors frequently report that editing is ‘undervalued’ and ‘underpaid’. But value and worth have to be earned. So does trust.
​
When an editor works with an indie author, but doesn’t have the skills to offer what’s required, or is ignorant of the fact that they don’t have those skills, it’s they – not the author – who is bringing down value and worth in the editing industry.

How can authors help fix the problem?
Writers can help themselves too. If you’re an indie author, and you’re not one hundred per cent sure about what you need, do the following:

Summing up
What publishers expect from a fiction copyeditor is often very different to what indie authors will want or need.

If you’re an editor who wants to offer sentence-level work for indie authors, think about the following:

• The language you use to describe your service.
• The indie author’s expectations.

Even if you have an extensive fiction copyediting background by virtue of having worked for a ton of mainstream publishers, there might still be a mismatch between what’s required or what’s asked for and your own definitions and experience.

​Be prepared to learn, and to show what you’ve learned when you communicate with indie authors. That’s how we build trust, value and worth.

Every editorial report we write for our authors should achieve 7 goals. Some benefit us, some benefit our clients, but they’re all connected. If you feel your report-writing skills could do with a boost, use this goal-based framework to pep things up.

Let's look at the goals in brief; then we'll dig deeper.

Goals that benefit the editor

• Create the report efficiently
• Demonstrate editorial excellence
• Build trust
• Compel future commissions and recommendations

Goals that benefit the client

• Offer a comprehensive learning tool
• Take a mindful approach
• Provide a solution-based critical review

Efficiency means achieving the three goals that benefit the client without compromising on one iota of quality and without damaging our productivity. We are in business, after all.
​
Creating detailed editorial reports can eat into an editor’s hourly rate. It’s easy – even for experienced sentence-level editors – to omit the time for report-writing when creating a quote; I’ve done it myself. We focus on the number of words per hour we edit, based perhaps on a sample.
​
Or perhaps we have included the report-writing component in our calculations but the author wants to negotiate on price. Every efficiency we incorporate allows us greater choice about whether to accept or reject a client’s proposal.

Our second goal is to demonstrate editorial excellence. Those of you who are members of a national editorial society might well be bound by a code of practice that demands this.

That’s the case for members of the Chartered Institute of Editing and Proofreading (CIEP), which says in its CoP: ‘Good communication between client/employer and freelance/employee is essential.’

Editorial excellence isn’t just about being an expert in typo hunting, grammar correction and stylistic revision. 

Neither does it end with clarity on the project brief or issues of privacy, confidentiality and security. ​

​It’s also about communicating the why of our edits. Comprehensive editorial reports are the perfect communication tool, and the reason why we shouldn’t skimp.

When we communicate the why of our decisions, we build trust.

If a client is anxious about how we’ve edited their work because they don’t understand the changes we’ve made and/or because we’re new to them, trust is low.
​
Part of our job is to earn it. A comprehensive editorial report that demonstrates a deep knowledge of our craft creates author confidence. And that’s the key to a healthy business relationship.

​A client with a detailed editorial report that demonstrates excellence and builds confidence in your ability is more likely to do the following:
​

• Come back to you with their next project
• Wait for you if your schedule is full
• Accept your price
• Recommended you to their friends, family and colleagues

Now let's look at the benefits for the author. 

​Our fifth goal is to provide our authors with an outstanding learning tool, rich in problem/solution-focused detail, which they can use to hone their writing craft. 

The independent-author market is huge, and many in the community lack experience – they’re right at the beginning of their writing journey. They might well have talent by the bucket load but the line work we do is nevertheless extensive.

An editorial report gives us the chance to offer our guidance in a format that’s accessible and clear. And because it’s separate from their book file, they can refer to it time and again.

A comprehensive learning tool includes strengths, too. Writers can learn as much from knowing what they’re doing well – and should continue doing – ​as from knowing how they can up their game.

Our penultimate goal is to show mindfulness. As editors, we can never forget that every one of our author clients has a choice – and they chose us. They also have a passion – their book. 

It takes commitment to write a story, and sometimes not a little courage to place it in the hands of a professional editor, particularly one they haven't worked with before. That decision comes with risk.

For the editor, being selected is a privilege rather than an entitlement. We must respect that choice, the risk taken, and their investment (time and money).

Yes, we should report on weaknesses; that’s how they’ll improve their sentence-level craft. But we must do so gently and respectfully, and complement that analysis with reflection on their strengths.

Many indie-author book files end up in our editing studios without having been evaluated by a developmental editor, a critiquing editor, an experienced beta reader or even a colleague or friend in a writing group.

Our reports need to offer a critical review that explores the book’s sentence-level strengths and weaknesses.

What’s essential is that we offer solutions to any weaknesses we identify. Without those, we risk creating a shopping list of what was good and what wasn’t. That kind of analysis won’t help the author grow as a writer. Neither will it reflect our editorial excellence.

Want to learn how to do it, and love it?
If you’re a sentence-level editor and think your reporting skills could do with a boost, or a new editor who wants to nail it from the start, take a look at my new course, How to Write the Perfect Fiction Editorial Report.

Story-level critiques focus on the big picture – plot, pace, characterization, voice. Line critiques evaluate a book at a micro level, focusing on sentence construction, word choice, and readability. Here’s an overview of what to expect.

Story first ...
Think of your book as a construction project.

First you lay the foundations and build the walls – writing and redrafting to ensure the structure of your storytelling is sound. It’s where you and your editor (if you have one) focus on the big-picture stuff such as:

• Plot
• Pace
• Characterization
• Voice
• Tense choices
• Viewpoint decisions

At this macro stage, you might end up adding, deleting or shifting sections of your prose.

Some authors do their own structural editing because they’re good at it and have studied story craft via writing courses, groups or books. Others seek professional help, either because they’re at an earlier stage of their authorial journey or because they feel they’re too close to the book to see the problems.

One thing’s for sure – there’s no right or wrong way. Every writer has to make their own choices.

If a full, done-for-you developmental (or structural) edit isn’t the path you take, you might still decide to work with a specialist editor who analyses your book and provides a detailed report on its strengths and weaknesses at story level, and offers suggestions about how to improve your writing.
​
That’s where story-level critiques come into play. You might also hear them called manuscript evaluations and manuscript assessments.

​Line level second ...
Once the foundations and walls are in place, it’s plastering time – smoothing at sentence level to ensure that a reader’s journey through the pages is satisfying. In a sense, it’s still structural work but at a micro level. This is where you (and your editor if you have one) focus on nuances such as:

• Viewpoint
• Spelling, grammar, syntax and punctuation
• Dialogue
• Narrative readability
• Character description
• Thoughts
• Action beats
• Shown and told prose
• Tenses
• Formatting

Again, some authors do their own line editing because they’re good at it and have studied line craft via writing courses, groups or books. Others seek help.
If a full, done-for-you line- and copyedit isn’t an option, a line critique could be just the ticket.

A line critique, like its story-level sister, is an assessment or evaluation of your story but at sentence level. Your report will include examples from your novel that show what’s holding you back.

​You’ll also be offered suggestions on how you can fix any problems identified. Then you can implement what you learn throughout the rest of your book.

Critiques are about learning, not criticizing
Some authors are nervous about critiques. Pro editors get it – it can be tough to put your book in the hands of another and ask them to tell you what’s working and what’s not, especially when you’ve put in so much hard work.

The thing to remember is that a critique (whether at sentence or story level) is not about criticism. It’s about identifying strengths and weaknesses, and offering solutions so that you can move forward to the next stage of your publishing journey with confidence.

And critiques are a long-term investment. They enable you to improve your self-editing skills. That’ll save you time and money further down the line because anyone else you commission will have less to do.

The line critique: the process and the report
What follows is an overview of the way I handle line critiques. Every editor has their own process, but the basic principles will be similar.

1. The service: Mini line critique
Authors email a Word file comprising, say, 5K words of their novel. It’s in a writer’s best interest to include a section that includes both narrative and dialogue. That way we can assess whether both are working effectively.

Furthermore, if there are multiple viewpoint characters in the novel, and different viewpoint styles and tenses have been used, a sample that represents these choices will enable us to provide a report that evaluates the success of those decisions.

2. First readthrough
The first stage of the process is a complete readthrough of the 5K words. It’s not about micro-level reporting, not yet. Rather, we’re getting a sense of the author’s writing style, the characters’ voices, and the flow of the narrative.

 3. Second pass: Identification tagging
We go back to the beginning and start the analytical process, identifying the strengths and weaknesses of the author’s line craft.
 
We work through the sample, tagging sections of the text with Word’s commenting tool. The author won’t see these tags – they’re just a tool that allow us to locate the sections we’ll pull from the text and into the report for demonstration.
​
The text in the image below has been blurred in order to respect confidentiality, but you can see the tagging process in the margins of just one page of one of my reports.

4. Writing the report
Now that we’ve tagged the sample, we can create a report. Line critiques are usually between 20 and 30 pages long, depending on the length of the text samples the editor is pulling in and offering recasts for. 

Each report is divided into sections that address the strengths and weaknesses of the following:

NARRATIVE

• Clarity of narrative viewpoint
• Tense choice
• Showing and telling
• Character description
• Filter words
• Action beats
• Sentence length, flow and rhythm
• Adverbs and adverbial phrases
• Tentative language in relation to a told narrative

DIALOGUE AND THOUGHTS

• Voice, mood and intention
• Dialogue layout
• Dialogue punctuation
• Effectiveness of dialogue tags
• How thoughts are styled

TECHNICAL ELEMENTS

• Spelling
• Punctuation
• Grammar
• Syntax

FORMATTING

• Pre-proof layout recommendations
• Using Word’s styles tool

The tags in the sample allow editors to search for and locate the text we want to use as examples of good practice and to highlight areas with improvement potential.

​Here’s an example of one of those sections (I’ve disguised the identifying traits of the original in order to respect the author’s confidentiality):

5. Wrapping up and emailing the report
When the report is complete, we save it as a PDF and email it to the author. PDF is the tool of choice for many editors because it can’t be edited. If the client wishes to refer back to it during future writing projects, they can do so safe in the knowledge that nothing’s been accidentally removed.

Summing up
If you want to hone your line craft and polish your book at sentence level, but a full line- and copyedit is beyond your budget, consider a more affordable alternative: the line critique.

Think of a critique as another form of authorial development, of book-craft study. And what you learn from your critique won’t be something you can apply just to the current book. It’s a tool you can use with every story you write thereafter.
​
And here’s a free booklet that outlines the various levels of editing. Just click on the cover to get your copy (and, no, you don’t have to give me your email address!).

In this episode of The Editing Podcast, Denise and Louise demystify publishing language – the terms professionals use to describe the parts of a book – so that you can talk with confidence about your text.

Click to listen to Episode 2

Summary of Episode 2 ...

• Publishing lingo
• The beginning (or front matter; prelims), the main or body text and the end matter (or back matter)
• Part titles, half titles, and title pages
• Forewords and prefaces
• Acknowledgements
• Pages, page numbers, and folios
• Double page spreads (DPSs)
• Rectos and versos
• Running heads and running feet
• Drop caps or dropped capitals
• Chapter drops
• Appendices and glossaries
• Footnotes and endnotes
• Bibliographies, references, and indexes

Editing bites

• The Chicago Manual of Style
• New Hart’s Rules

Indexing societies

• American Society for Indexing
• Association of Southern African Indexers and Bibliographers
• Australia and New Zealand Society of Indexers
• China Society of Indexers (site in Chinese)
• Deutsches Netzwerk der Indexer/German Network of Indexers
• Indexing Society of Canada/Société canadienne d’indexation
• Nederlands Indexers Netwerk/Netherlands Indexing Network
• Society of Indexers (UK)​

Music credit
'Vivacity' Kevin MacLeod (incompetech.com). Licensed under Creative Commons: By Attribution 3.0 License.

Here are 10 tips to help you prepare the way for editing and proofreading fiction for independent authors and self-publishers.

If your editorial business is relatively new and you’re keen to specialize in fiction editing, there are some core issues that are worth considering. Some of these certainly apply to other specialisms, but fiction does bring its own joys and challenges.

You'll need to be sensitive to the fact that your clients may not be familiar with conventional editorial workflows or the terms we use to describe them!

​Clarify what the client expects, especially when using terms like ‘proofreading’ and 'editing'.
​

• Most authors who ask for proofreading actually want what editorial pros would traditionally call copyediting – checking and correcting the raw text files in Word (usually using Track Changes).
• Editorial pros themselves don’t use universal terminology. One editor’s copyediting could include developmental work, while another's could be strictly sentence-level editing.
• Offer advice on the different levels of editing, and be honest about which ones you’re capable of supplying.

​

​Clarify the extent of revision required before you agree a price.
​

• A final quality-control check for spelling, punctuation, grammar and consistency errors may be the least of what’s required.
• Deeper problems may exist that ideally would have been attended to at an earlier editing stage – for example, problems with clarity, plot holes or inconsistencies, repetitive words and phrases, mangled sentence structure, dangling modifying clauses – all of which disfigure the text.
• Your copyediting could well include line editing – that takes longer and has to be factored into the budget.

​

​Find out how many stages of professional editing the file has already been through.
​

• If you’re the first, it’s more than likely that you’ll make thousands of amendments.
• Perfection, while aimed for, will be impossible unless you have superpowers!
• Make it clear that one pass is not enough to ensure that every literal and contextual error is attended to.
• Be honest about what’s possible within the available budget.

​

​What’s required according to the editorial pro and what’s desired by the client (owing to budget or some other factor) could well be two very different things.
​

• You’re entitled to decline the work if you feel you can’t do what the client wants, given what hasn’t gone before.
• The client is also entitled to not take their book through four stages of professional revision if they choose. If they want your help and you think you can help, and you’re both clear about how far that help can go, then by all means work with the author. If you prefer to wave goodbye, then that’s fine too.

​

​The authors we’re working with are at different stages of writing-craft development.

Some are complete beginners, some are emerging, others are developing and yet others are seasoned artists. If they’re in discussion with us, it’s because they think we can help.
​

• Even the beginner and emerging writers I’ve worked with have many strengths. Perhaps the sentences are awkward and repetitive, and yet the story they support and the characters who live within the narrative are amazing.
• An editorial report that summarizes strengths and weaknesses can help the author to develop their craft. I don’t provide professional manuscript evaluations/critiques or development/structural editing. That doesn’t mean I can’t tell the client what I liked, what I think they can work on, and where they might go to develop their skills.
• My editorial reports can stretch to many pages depending on what I find. They don’t take long to produce because I use the template from my course.
  

​

​Sometimes the author and the editor are simply not a good fit for each other. In the case of fiction, this can be because the editor can't emotionally connect with the story.
​

• If, for example, deeper line editing is required, the editor will need to ‘get’ the author, be able to feel their way into the soul of the text so that they can polish without stripping out the author’s voice or style of writing.
• Repeating the mantra ‘It’s not my book’ can help but the ability to mimic the author is often intuitive more than anything else.
• If you don’t feel that intuition kicking in when you see the initial sample of the book – if it’s not grabbing you – it might well be necessary to walk away unless you’re being hired for micro correction work that focuses on spelling, grammar, punctuation and consistency.

​

​There are challenges and benefits to fiction editing and proofreading.
​

• On the one hand, fiction lends itself to flexibility with regard to strict adherence to pedantry, especially when that pedantry does more harm than good.
• Editing and proofreading fiction is in some ways nowhere near as technically demanding as an academic project with a book-length style guide attached to it and a reference list of a similar length.
• On the other hand, however, that very flexibility makes fiction work trickier too. Improving prose so that it meets publishing-industry standards while retaining authenticity of voice, flow, mood and style requires not a little artistry.
• If you've been hired to copyedit or proofread, you might not expect to have to deal with viewpoint problems. Still, they arise often enough with self-publishers that it's worth understanding how POV works so that you can query or fix. I use this guide to explain it to authors.
• Being emotionally responsive to the text is essential. That's a difficult thing to learn on a course. 
• Every change or suggestion needs to be carried out gently and elegantly so that the editor’s input is invisible to the reader. Some editors and proofreaders steer well clear of fiction; for others, it’s the best job in the world! There’s no shame in deciding it’s not for you.

​

​Unless you’ve previously worked with the author, work on a short sample so that you know what you’re letting yourself in for.
​

• Sometimes it’s only by actually working on a piece, rather than just reading it through, that you get a sense of where the problems are and whether you’re capable of solving them within the asked-for brief.
• This will help you to get the fee spot on, too, because you’ll be able to extrapolate how long it should take to complete the project.

​

​All querying requires diplomacy, but fiction needs a particularly gentle touch.
​

• Your authors have poured their hearts and souls into their novels. When you’re highlighting problems or suggesting recasts, it’s essential to get the tone right so that you don’t come across as critical.
• If it sounds like I’m stating the obvious, bear in mind that when you’re drawing attention to dangling modifier number 87 and you’re only on Chapter 5, it’s easy for notes of frustration to creep into your comments! I know this because one of my regular authors joked with me that she’d sensed this in my commenting in one of her books. Eeek! That made me pull my socks up.

​

Some of our self-publishing clients are pulled a thousand-and-one ways every day. And, yet, they’ve found the time and energy to write a book. We must salute them.

Some are right at the beginning of the journey. There’s still a lot to learn and they’re on a budget; they’ve not taken their book through all the levels of professional editing that they might have liked to if things had been different.

Some haven't attended writer workshops and taken courses, and they probably never will – there’s barely enough time in the day to deal with living a normal life, never mind writing classes. They’re doing the best they can.

With that in mind, respect the journey.
​

• We're professionals and we're hired to fix problems. If your author has struggled with a sentence and made an error that you think is amusing, fix it or suggest a recast, and move on.
• Don't share that error in an editing Facebook group (regardless of that group's privacy settings) so that you and your colleagues can have a giggle about it. Our clients are the people who pay our mortgages and food bills. None of us is perfect. We all make mistakes. We're hired to sort out these problems, not use them as fodder for relaxation and networking.
• Those 'closed' online groups can feel like private, intimate spaces where we can chat and let off steam with a select group of editor friends, but that's not what's happening in reality. What goes online, stays online. If you're sharing a head-desk moment, it can be seen by hundreds, perhaps even thousands of other editors, most of whom don't know you (though they might just know your author).
• If you're in doubt about whether you're oversharing, ask yourself how you would feel if you were the author. If the words 'hurt', 'offended' or 'disrespected' come to mind, you know what to do (or not to do).
• That the author's name hasn't been mentioned isn't an excuse. We are being paid to edit the words, not share unintentional blunders with 500+ colleagues. At best it's rude and unprofessional. At worst, it's a breach of privacy.
• If you need guidance from colleagues on how to recast or make sense of a piece of writing, create a fresh example that illustrates the problem and ask them for advice on that, not the original.
• Plus, if authors never made mistakes, we'd be redundant. And there's nothing funny about being an unemployed editor.

​We must always, always respect the writer and their writing, and acknowledge the privilege of having been selected to edit for them.

Those are my 10 tips for working with indie fiction writers! I hope you find them useful as you begin your own fiction-editing journey!

If we’re serious about setting up an editing and proofreading business, free resources will get us so far, but only so far.

What free is good for
Free is brilliant when we’re starting out, particularly in the following circumstances:
​

• We’re not yet sure whether an editing career suits us.
• We’ve yet to establish where our skills gaps are.
• We need time to explore the lie of the land – what’s available, from where and whom, and how we’ll access it.
• We need time to get our finances in order but don’t want that to hold us back.

Free is equally great when we’re experienced but looking to shift the goalposts:

• We’re thinking about offering a new editing service but want to learn whether it’s a good fit for us.
• We’ve identified skills gaps but need to plan a staged approach to filling them – no one can do everything at once.
• We want to stick with the same editing services but focus on niche subject(s) or genre(s). That means exploring how we might expand our knowledge base such that we’re a more attractive proposition to potential clients.

Free stuff is about discovery, so that when the time comes to reach into the coffers we’re spending money in the right place.

​Free helps us to turn expense into investment.

What free is not good for
Free isn’t great in the long term because the offering usually comes with limitations. It will give us a glimpse, enough to help us on the journey. But that’s all.

The reason free has its limitations is because even creating free stuff and offering free help takes time, and time is money.
​
Imagine the following scenarios:

What tasters teach us ... and what they don't
In both cases, the freebies are of exceptionally high quality and Jane and Jack learn a ton from them. Creating that content must have taken time and effort.

However, free articles, blog posts and webinars are tasters. Those kinds of things help us understand the lie of the land, and give us a deeper sense of what more we need to learn.

What they won’t do is teach us everything we need to know.

We can’t learn how to become professional developmental editors from those resources alone ... any more than we could learn to cut hair or wire a house to acceptable standards without proper training and guidance.

Same goes for marketing. Take me, for example. It’s not luck and Google that made me a strong marketer. I pay a monthly sub to learn how to do it well from professional marketers, and invest time in implementing the strategies I’m learning.

If Jane wants to become a professional developmental editor and Jack wants to become a strong editorial marketer, both need to take all those freebies and use them to make informed decisions about the money they will invest to turn their investigations into reality.

Examples might include:

• A good-fit training course
• Recommended books written by experts

​
Free will help Jane and Jack make decisions. Investment will make them fit for professional purpose.

A better money mindset
It’s perfectly okay to decide that you can’t afford to run a professional editorial business ... but only as long as you decide not to run a professional editorial business.

No one on the planet owns a business that doesn’t have operating costs. Business owners have to take responsibility for training, equipment, invoicing, money transfer, software, marketing, client acquisition, office space, pension provision, taxation responsibilities, and more.

It’s true that the international editorial community is incredibly generous, which means that free resources and guidance abound on multiple platforms.

However, those who are serious about running an editorial business know they have to avoid hobbyist and employee mindsets.
​

• The professional editor doesn’t say, ‘I can’t afford it.’ They say, ‘I’ll work out a budget, take it step by step, and save up for it.’
• The professional editor doesn’t say, ‘I don’t know how to do it. I need someone to do it for me for free.’ They say, ‘Can someone recommend the best ways of learning how to do it?’
• The professional editor doesn’t say, ‘How do I get out of paying for X?’ They say, ‘Is that a reasonable cost of business and will it enable me to remain in profit and increase my income in the longer term?’
• The professional editor doesn’t say, ‘I’m only looking for free stuff.’ They say, ‘Can anyone guide me towards some useful resources that will help me plan how to invest wisely?’

The shoe on the other foot – when you’re asked for a freebie
We can’t have everything we want when we want it. We have to make choices. Freebies help us make the right choices so that the money we spend actually increases our prospects and income in the longer term.

And imagine yourself on the other side of the fence for a moment.

A potential client calls you. They have a book that needs copyediting. ‘The thing is,’ they say, ‘I can’t afford professional editing. How can I get out of paying you? To be honest, I’m just looking for free stuff.’

How fast would you hang up?

Now imagine another writer calls you. ‘I’m in the middle of doing as much self-editing as I can using some free tutorials I found online and some advice from my writing group. There’s a fair way to go,’ they say, ‘but I figured I’d start saving now. Can you give me a rough idea of how much it might cost and how much notice you’d need? That way I can start planning my book budget.’

That’s the kind of client I’m excited about working with.

The editor with the same mindset will be rewarded with guidance and help because they deserve it. The editor who wants it all for nothing won’t and doesn’t.

By all means, grab all the freebies. The creators of those resources want you to have them. Making free stuff that’s invisible and unused is a waste of time and effort.

​Just don’t forget that free is the starting blocks. Investment is what gets us to the finish line!

Further reading

• “I want to be an editor – when will I start earning $?” and other unanswerable questions
• The cost of editorial training – are you hitting the mark or missing the point?
• The highs and lows of editorial fees (or how not to trip up during rate talk)
• Why you MUST market your editorial business. Part I
• Increasing editing income – raising fees and declining lower-paid work
• Who finds your editing and proofreading clients for you?
• PayPal fees and your right to profits (Erin Brenner, Copyediting)

Should you invest several hundred pounds in professional proofreading and editing training when there are free online courses available? A reader asked me whether the freebies are worth their salt …

Malika asked:
 
Hello Louise. Your blog has helped me with a lot of things. However, I am currently doing a BA. I want to learn editing and proofreading side by side. I wanted to ask whether the websites providing free online courses on editing and proofreading are reliable.
 
Thanks for your question, Malika!
 
Foundational English-language skills
First, I always recommend that those considering a career in this field focus on their language skills before they embark on professional editorial training.
 
Professional proofreading and editing courses teach the practice of how and when to amend or annotate. They assume an existing above-average knowledge of spelling, punctuation and grammar that accords with English-language convention.

Proofreading and copyediting – what do those terms mean?
Before I get into the nuts and bolts of your question, I’d like to talk about what’s meant by the terms ‘proofreading’ and ‘editing’. The terminology is often tangled. I define the various stages of editing as follows:
​

• Structural, developmental, or substantive editing – big-picture, shaping work
• Line editing – sentence-level smoothing work that focuses on structure, flow and sense
• Copyediting – sentence-level correcting work that looks at spelling, punctuation, grammar, consistency and logic
• Proofreading – prepublication quality control for spelling, punctuation, grammar, consistency and professional layout (often working with designed page proofs)

 
The training we do (whether it’s free or charged for) needs to reflect the skills needed to carry out these levels of editing.
 
At the end of this post I've provided a PDF that offers more detail about the problems proofreaders and editors aim to solve at each stage.

Reliability, promises and intention
Now to your query. I think that an evaluation of a course’s reliability needs to ask two questions:
​

• What is the course offering or promising?
• What do you intend to do with the training when you’ve completed it?

 
EXAMPLE
The course:

• Purdue Online Writing Lab (OWL): Proofreading
• Advertised on Study.com as a ‘free online non-credited editing course’
• Offering: ‘Focuses on strategies for detecting typos and grammatical errors that slip by grammar and spell checkers. Some common grammatical errors covered are faulty parallel structure, comma splices and run-on sentences. Practice exercises in areas such as grammar, punctuation, sentence structure and paraphrasing are also available.’

 
Your intentions:

• If your intention is to improve your language skills so you can attend to the quality of your own written BA course work, great! Sign up and get learning. It looks like a winner to me.
• If your intention is to secure work from exacting clients such as publishers, self-publishers and businesses, this course is completely unsuitable. It’s teaching written-language skills, not how to mark up designed page proofs or carry out a professional developmental, line or copyedit.

 
The course has been designed to help Purdue students with the thesis-writing process, not train proofreaders to professional standards. The course is reliable in the context of its intention. It’s just not a good match for you or anyone else seeking to set up an editorial business.

Client perceptions and expectations
There’s a marketing issue at stake, too. However ‘reliable’ the free course is, it’s worth asking yourself whether it has the potential to enhance or damage your trustworthiness.
 
Here’s the problem – there are thousands and thousands of editors and proofreaders online. The market is global, too, thanks to the internet. If a client finds you and five others, how will they decide who’s worth getting a quote from?
 
Imagine your home needs rewiring. You’ve already had one small electrical fire and want to avoid a future catastrophe. Who do you hire? The professionally accredited electrician or the spark who did a free tutorial on YouTube?
 
People searching for editorial services are just as discerning. They’re handing over hundreds, even thousands of pounds to a stranger. They want a professional who’s passionate about their business, takes it seriously enough to invest in high-quality training, and knows how to fix what’s wrong to industry-recognized standards. If you can’t demonstrate that you’re that person, you won’t be able to compete effectively.
 
Some client types, publishers for example, expect an editorial pro to have completed courses from specific training providers. Others will focus on your successful completion of a test. To pass the test, you’ll need to know your stuff. If your free course doesn’t provide you with the required knowledge, you’ll come unstuck.

Ask colleagues, clients and professional organizations
Some years ago, I asked a group of UK publishers about professional training. You can read what they said in ‘Does training matter?’ (see ‘Further reading’ below). If you’re based outside the UK, call a few publishers and find out what professional training they recommend.
 
Your national editorial society will also have guidance. There’s a list of worldwide national editorial societies in the ‘Further reading’ section, too.
 
Practising editors and proofreaders will also have opinions. Ask in online forums about any free course you’re considering, and how it stacks up against paid-for options.
 
Here’s one editor’s opinion: I recommend the Chartered Institute of Editing and Proofreading (CIEP) and the Publishing Training Centre (PTC) for UK editorial training. That recommendation is based on my experience (I’ve not done any free editorial training) but it’s an opinion, not the law! My colleagues will have their own preferences, some of which will be based on where they live.

Pro training courses – what’s on offer
Compare any free course’s syllabus with that of an industry-recognized course.
 
Let’s take a look at the CIEP's proofreading training:
 
Proofreading 1: Introduction (online £103)
Time: 10 hours
‘This course is suitable for beginners contemplating a career as a proofreader and for those who need to proofread as part of their job but have had little formal training. [It] teaches the very basics of proofreading; on its own it does not provide the thorough grounding needed to work as a professional proofreader. Apart from introducing the basics of proofreading, the course is designed as a taster to answer the question “Is proofreading for me?”’
 
You can see the full syllabus here: Proofreading 1: Introduction; it includes:

• what a proofreader is looking for
• how much a proofreader should intervene
• proofreading PDFs:
• BSI proofreading marks and proofreading on paper
• how much to change
• proof-editing in Word

 
Proofreading 2: Headway (online £156)
Time: 20–25 hours
‘This course is for people who have some knowledge and experience of proofreading and would like to learn more. It […] builds on the basic skills you already have to improve your concentration, focus and judgement.’
 
You can see the full syllabus here: Proofreading 2: Headway; it includes:

• tutor-assessed assignments
• editorial conventions
• house styles
• developing good judgement
• layout issues including handling illustrations, tables and notes

 
Proofreading 3: Progress (online £156)
Time: 20–25 hours
‘This course guides you through more complex general and specialised material, including texts with illustrations, tables, notes and references.’
 
You can see the full syllabus here: Proofreading 3: Progress; it includes:

• tutor-assessed assignments
• proofreading publications with illustrations
• tables, notes and references
• proof-editing
• proof collation

 
This is staged professional industry-recognized training that aims to make you fit for purpose and ready for market. It’s not cheap, nor should it be given that it’ll take a minimum of 50 hours to complete. No one gives away 50 hours of anything for free!
 
If you find a free online proofreading course and it doesn’t include the content covered by the full staged CIEP syllabus outlined above (or an equivalent professional association’s course in your own country), ask yourself whether the material is sufficient for your learning requirements.
 
When free is great – the springboard
That’s not to say that freebies aren’t valuable. However, we need to recognize that, usually, what’s on offer is a glimpse, a taster. That taster might well offer insights, knowledge, tips and tools to start us on our journey.
 
Freebies are a springboard. I use them to gauge my fit with what’s on offer. I chose to invest in professional marketing coaching earlier this year. But first I signed up for some free stuff to see whether I liked the hosts and their training methods.
 
I provide my own freebies – my website is packed with them … PDFs, ideas, advice, booklets. These are snippets; people have to pay for my substantive books. Many editors offer free sample edits to give clients a taster; the full editorial service costs.
 
And so it is with editorial training. The PTC offers a free taster programme for its flagship distance-learning proofreading course. The CIEP offers a free proofreading test. Will either make you ready to offer proofreading services to clients in the open market? No. Will they act as signposts for what kinds of issues you need to look out for and whether a proofreading career is for you? Definitely. But you get what you pay for!

Being a professional
Editorial work is no different to accountancy, social work, teaching, graphic design, building, or electrical engineering … you can do it well and to professional standards, or you can do it badly.
 
If you do it well, you’ll be able to give your clients excellent customer service. They’ll use you repeatedly and refer others to you. They’ll give you testimonials that will build your social proof.
 
If you do it badly, you’ll let your clients down. If you’re lucky they’ll only complain and ask for their money back. If you’re not, they’ll tell others how awful your work is – a PR disaster.
 
Any courses that promise miracles for very little to no money and time need to be viewed with caution. Use them to evaluate whether a professional editorial career is right for you. Beyond that, financial investment will be necessary.
 
I hope that helps you, Malika!
 
Further reading

• Does training matter? What publishers say about proofreading & editing courses
• List of national editorial societies
• Not all proofreading is the same: Part I – working with page proofs
• Not all proofreading is the same: Part II – working directly in Word
• Proofreading: How to choose the right training course
• Q&A with Louise: Which online proofreading and copyediting courses do you recommend?
• CIEP: Proofreading – Test yourself
• The cost of editorial training – are you hitting the mark or missing the point?

What's different about fiction editing, and is it for you? This post explores emotional responsiveness, mindfulness and artistry. 

To keep things tidy, I'm talking in the main about line editing and copyediting because I specialize in sentence-level work, but some of the key principles will apply to developmental fiction editing too.

​Why fiction editing is a different kind of artistry
​​Have you ever tried something for the first time and found it difficult? 

Did someone review your initial effort? 

Did they outline problems before celebrating your achievement?

If so, how did you feel?

I suspect most of us have encountered this scenario at some time or other. I have, and it feels just awful. A review of anything that focuses only on the negatives – however kindly those negatives are offered – is a poor review.

​It matters not whether you’re an editor, a business executive, a marketer, or a parent; if you can’t find a single good thing to celebrate in the work in front of your nose, then you’ve not done the job properly.

When editing fiction, the ability to celebrate first is critical – more so, I think, than with non-fiction. Note that by non-fiction I’m referring to academic, technical and journalistic works, not narrative non-fiction (sometimes called creative or literary non-fiction) such as memoir or biography, where I think the editing challenges are similar to the fiction specialist’s.

In a nutshell, editing criminology requires a different touch to editing crime fiction.

It’s personal
Every writer’s book is their baby, and most writers will infuse their tomes with their own experiences. But when those experiences concern matters of love, grief, sex or despair, the process of writing – and of being edited – takes on a whole new level of intimacy.

I’ve lost count of the number of authors who’ve told me they felt physically sick at the thought of contacting an editor, never mind emailing me the file. Many feel vulnerable, exposed, embarrassed.

And why wouldn’t they? Imagine handing over hundreds, even thousands of pounds to a stranger to look at an image of you and suggest how to make it better – not just any image, mind. You’re naked in this one. For many, that’s what it feels like to be edited.

​And so the fiction editor is charged with a responsibility. And it’s huge. 

Best versus best fit
Put 10 fiction editors in a room and ask them to work on the same 2,000 words. You’ll likely come back with 10 very different samples. That’s because fiction editing is subjective. 

It’s not that the rules of grammar, spelling and punctuation don’t apply. It’s not even that they apply less rigidly. It’s rather that they apply differently.

Just a single change to a punctuation mark can affect tension, pace, mood.

One of my regular authors has a mantra: ‘Louise, as always, keep it lean and mean.’ He’s a crime writer. It’s high-octane stuff. Low on adverbs. Low on conjunctions. Short, choppy sentences. The protagonist looks over his shoulder a lot. And if the punctuation is sympathetic, the reader looks with him. 

Compare this with another recent project. It’s essentially a love story – a woman’s search for her exiled family. The tale is one of heartbreak, abandonment, reconciliation and redemption. The author’s style is more fluid, prosaic. The protagonist isn’t looking over her shoulder but searching her soul. Every change needs to reflect this.

How I go about reflecting these authors’ intentions will not necessarily be the same as one of my colleagues. It’s not that one of us is better at editing than the other. Rather, it’s how we interpret those intentions –  and seek to mimic them – that’s different.

We’re not talking about who’s the best, but who’s the best fit.

That’s something the author must decide. And it’s tricky. How does a writer search for best fit on Google, or in an editorial directory, or on social media? How do they find that elusive emotional responsiveness to their writing?
​

Gauging emotional responsiveness – the sample edit
Fiction editors don’t have a monopoly on sample edits, but there is, I believe, an added dimension here in which samples really come into their own.

Physically working on a piece of text helps every editor get a sense of the writing style, where the problems are and whether they’re capable of solving them, how long the job will take and how it should be priced.

For the fiction editor, there’s something else, though – the feel of it. It’s our first opportunity to find out whether we can get under the skin of the author. And if we can’t, it might mean walking away.

If we can’t respond emotionally to the author’s intentions – feel our way through the words and into the characters and the world they inhabit – the edit could be impaired. You can’t mimic an author seamlessly if you’re unmoved by what you’re reading.

There’s a lot of talk about authorial voice in the editing world. In fiction editing, the concept can be a tad limiting. 

• If I write a book about the business of editorial freelancing, it’ll be written in my voice. The editor has only to worry about retaining the me-ness in the text. 
• If I write a speculative fiction novel, the editor will have to consider who the narrator is. There might be multiple voices – those of the protagonist, the antagonist, a host of supporting characters. None of those voices will be identical. 

A sample edit has its limitations, of course, by virtue of size. But it gives the author and the editor a glimpse of whether that emotional responsiveness is present and how it’ll be managed on the page such that the fit feels right.

Ultimately, fiction editing is as much about the heart as the head.

The mindful rules of fiction editing
Once the author and editor have found each other, the mindful rules of fiction editing will come into play ... during the edit, and in the post-edit summary or report. Here are mine:

1. Every query or note should be offered as if talking to someone you care about – firmly, clearly, kindly, and with respect.
2. Word’s comments function should be used to tell the author what moved you as well as what needs attending to.
3. Every report should follow this structure: celebration > problem + solution > celebration.
4. Every problem should have a solution attached to it if at all possible.
5. Edit with elegance and mimic like a chameleon. 
6. Be an advocate for the author’s right to write, whatever stage of the journey they’re on.

The author should leave the editing studio feeling empowered to move forward, not reaching for a mop because their self-confidence has leaked all over the floor.

Fiction is a specialism
Fiction editing isn’t for everyone. If you’re keen to specialize in this kind of work, ask yourself where you lie on the empathy scale.

Many specialist fiction editors I know describe themselves as being a little on the oversensitive side. Terms such as introspective or contemplative are never far away. I cry at some adverts, so it’s no surprise to me that I ended up in this line of work! This emotionality can serve the fiction editor well, but it’s not something that can be learned on a training course.

That’s not to say that specialist fiction editorial training isn’t worth doing – far from it. But mindfulness is your friend, too – don’t be afraid to embrace it in your editorial practice!

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:

• online training
• book training
• mentoring
• other types of work, and how to be visible

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:

• Chartered Institute of Editing and Proofreading (CIEP)

• The Publishing Training Centre

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.

• Fundamentals of Editing Standards
• Copyediting Standards
• Stylistic Editing Standards
• Proofreading Standards
• Structural Editing Standards

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:
​

• Basic Editing: A Practical Course (Nicola Harris)
• Basic Editing: A Practical Course: The Exercises (Nicola Harris)
• Butcher's Copy-editing: The Cambridge Handbook for Editors, Copy-editors and Proofreaders, 4th ed. (Judith Butcher)
• Copyediting: A Practical Guide (Karen Judd)
• Copy-editing: With Exercises and Model Answers (Barbara Horn)
• Editing Fiction at Sentence Level (Louise Harnby)
• Proofreading Practice: Exercises with model answers and commentary, 2nd ed. (contact Margaret Aherne direct)
• The Effective Editor's Handbook (Barbara Horn)

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:

• Not all proofreading is the same: Part I – Working with page proofs
• Not all proofreading is the same: Part II – Working directly in Word
• Should a proofreader work for self-publishing clients who haven’t hired a copyeditor?
• What is proofreading? Untangling the terminology

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