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Find out why the concept of conscious language is foundational to professional fiction-editing practice.
What’s in this post …
What is ‘conscious language’?
Karen Yin, founder of Conscious Style Guide, defines conscious language as ‘language rooted in critical thinking and compassion, used skilfully in a specific context'. Using conscious language involves, she says, asking ourselves the following:
‘But I’m not part of the “woke” brigade’
Conversations about ‘conscious language’ are welcomed by many in the editing community. Now and then, however, these result in references being made to the ‘woke brigade’ from some quarters.
Oxford Dictonaries defines ‘woke’ as: Alert to injustice and discrimination in society, especially racism.
Merriam-Webster suggests: Aware of and actively attentive to important facts and issues (especially issues of racial and social justice).
Neither mention that the term is sometimes used as a slur against people who are judged to be overly politically correct, over-sensitive, overly concerned with not offending, overly prescriptive.
So must editors be ‘woke’? How we answer that will depend on what we think editors are supposed to do. The foundations of editing
Editing at its very foundations requires us to actively think about the words on the page and whether they’re doing what the author intends.
Since how we approach language will be influenced by the bubble of our own lived experience, editorial practice requires listening to others who offer alternative insights – ones we were perhaps previously unaware of – into the meaning of words and the consequences of their use. It means allowing our prior assumptions to be challenged, to consider that what we thought we understood might need revising. And it means opening our minds to the opportunities that are already alive in the English language – words that explain rather than exclude, and that are rich in both sense and sensibility. If, like me, you’re not keen on the term ‘woke’ because its negative usage has become a distraction, try an alternative. My preference is ‘professional editor’. Are you part of the professional editing brigade?
Conscious language serves authors – the people who pay editors – and serves readers – the people who pay authors.
The professional editor who isn’t alert to wording that distracts from the message rather than amplifying that message isn’t doing the job that a professional editor is supposed to do: being paid to help the author prepare their book for readers. And so regardless of the editor’s personal opinion on this word or that word, regardless of whether the editor uses the term ‘woke’ to describe their mindset or to cast a slur, there’s a business case for conscious language. The professional editor can’t sidestep that because it’s not about us, and it’s not our book. It’s about the author, and it’s their book. Why conscious language is also about successful authoring
Readers aren’t homogenous – they don’t all live in the same country, speak the same English, or spell with the same letters. They aren’t wrapped in the same skin, don’t share the same sexual orientation, practise the same faith, have identical anatomies or have one set of homogenous secondary sex characteristics.
Most authors want to sell as many books as they can. That means engaging as many readers as they can. Engaged readers focus their attention on story. Novels containing words and phrases that distract from story, rather amplifying it, don’t serve authors. Deliberately reviewing novels for words and phrases that might disengage a chunk of the potential readership is therefore nothing more than good commercial practice, and it’s the editor’s job to support the author who’s striving to create something that will give them a return on their investment. Why conscious language is about consideration rather than prescription
When we ask our clients to consider the impact of a particular word, we’re not prescribing ‘right’ or ‘wrong’. We’re helping them make informed decisions predicated on an acknowledgement that not all words in the English language have a single, universally accepted meaning.
The meaning we attach to some words might differ depending on, for example, where we live, how old we are, and how we’re racialised, sexualized and gendered by others. In other words, what I mean when I use a word might not be what you mean when you use that word.
A case study
My author is a white British man. I know very little else about his identity but I’ve line edited two books for him and thoroughly enjoyed every moment. In the second project, a viewpoint character uses the word ‘thug’ to describe an unpleasant minor character. In Britain, the word ‘thug’ isn’t racialized (at the time of writing and as far as I’m aware) – meaning the term isn’t typically assigned to a particular racial group. That’s not the case in America, where, I’ve learned, the term is heavily racialized. My author is British. His characters are British. His book’s setting is Britain. The term ‘thug’ in that context therefore doesn’t jar … as long as we view the project within that bubble of author–character–location. However, that’s potentially problematic. There’s something missing from that bubble: the people who’ll determine whether my author’s book is a commercial success – readers. My author’s keen to sell his books all over the world, including into America, and for that reason I suggested some alternatives to the word ‘thug’, and explained why I think he’d do well to choose one of them. The choice was his because it’s his book. And he decided to heed the guidance because both books I’ve worked on have explored the impact of predatory behaviour and abuse. He writes with compassion and mindfulness, and says he doesn’t want to include a word in his book that might distract one of his American readers unless it’s critical to the character’s arc. And in doing so he's considered:
Helping our clients
A conscious-language approach to editing therefore helps us to help our clients. We can share the knowledge we’ve acquired from our colleagues in the publishing community, knowledge that our authors might not be aware of. And in doing so, they can publish a book that keeps its audience wanting to turn the pages rather than rip them out. Summing up
If you think conscious language is a load of old ‘woke’ codswallop, consider whether editing is the right job for you. Editors are required at the very core of their practice to consider the purpose and effectiveness of the words in front of them.
That doesn’t mean we have to know it all – we can’t, not least because the language landscape is always in flux. It does mean we have to be ready to listen, learn, and advise so that our clients can make informed – conscious – decisions. And we don’t have to do it alone. There’s a large and diverse community of editors and writers who are with us on that journey, and tools to help us improve our practice. Tools that help with conscious language
Listen to podcast episodes and download a free booklet with links to useful resources created by people in the publishing community who are passionate about language and alert to its power.
About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
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Find out what narrative distance is and why fiction editors and authors need to pay attention to it.
What’s in this post ...
What is narrative distance?
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.
Are narrative distance and psychic distance the same thing?
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. How is narrative distance related to narrative style?
Narrative style refers to the way in which the narrator offers their perspective. Common narrative styles include:
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. Why writers and editors need to learn about narrative distance
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. Using a visual framework to understand narrative distance
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.
Related resources for you to dig into
About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
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:
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. Case study: Good editor but bad fit
The author
Jo Pennedanovel is navigating the independent publishing world for the first time. She’s never gone it alone so she’s working from scratch – writing, finding editorial support and a cover designer, building a promotion strategy, and learning about sales and distribution platforms. The brief Jo knows that more than a proofread is required, but she’s happy with the big-picture aspects of her novel. She needs something in the middle: ‘copyediting’, she’s heard it called. So that’s what she looks for. Jo goes online and searches for a copyeditor, finds someone who has over a decade’s worth of experience of copyediting fiction for some of the big-name publishing houses. If that editor’s good enough for them, they’re good enough for Jo! Jo hires the copyeditor for her book. The outcome Jo’s a professional and takes her writing seriously. She knows there will be outstanding glitches that were missed at copyediting stage, so she hires another editor to proofread her book. All well and good so far. The editor fixes the outstanding proofreading glitches but notices the following:
The fix The proofreader could ignore all the line-craft issues. After all, he’s not been commissioned to do this work and it will cut into his hourly rate. And anyway, shouldn’t the previous editor have fixed this stuff? Still, he’s committed to editorial excellence, wants a cracking book in his portfolio, and would like to work with that author again, so he decides that ignoring these problems isn’t an option. He could do one of the following:
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.
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:
Author checklist: Finding a good-fit editor
CLICK IMAGE TO ACCESS BOOKLET AND FREE WEBINAR
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:
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. About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
Find out more about the 7 goals we should achieve with every editorial report we write for our authors.
The report goals in brief
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.
Goals that benefit the editor
Goals that benefit the client
Goal 1: Create the report efficiently
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. Goal 2: Demonstrate editorial excellence
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. Goal 3: Build trust
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. Goal 4: Compel future commissions and recommendations
A client with a detailed editorial report that demonstrates excellence and builds confidence in your ability is more likely to do the following:
Now let's look at the benefits for the author. Goal 5: Offer a comprehensive learning tool
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. Goal 6: Take a mindful approach
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. Goal 7: Provide a solution-based critical review
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.
About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
Here are 10 tips to help you prepare the way for editing and proofreading fiction for independent authors and self-publishers.
Tips for specializing in fiction ...
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.
1. Untangle the terminology
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'.
2. Discuss the revision extent
Clarify the extent of revision required before you agree a price.
3. Manage expectations
Find out how many stages of professional editing the file has already been through.
4. Put the client first – it’s all about the author
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.
5. Be a champion of solutions
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.
6. Be prepared to walk away
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.
7. Decide whether fiction’s a good fit for you
There are challenges and benefits to fiction editing and proofreading.
8. Do a short sample edit before you commit
Unless you’ve previously worked with the author, work on a short sample so that you know what you’re letting yourself in for.
9. Query like a superhero!
All querying requires diplomacy, but fiction needs a particularly gentle touch.
10. Keep your clients’ mistakes to yourself
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 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! Learn more about fiction editing
Visit the fiction editing section of my resource library. You'll find books, booklets, webinars, courses and podcast episodes.
About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
If you don't like marketing, but you do like editing and proofreading, here's how you can learn to do your job better and market yourself at the same time.
Three questions for you to consider
Here are three questions:
If the answer to all three is yes, you’re in marketing heaven! I’m not kidding you. If you love learning about how to do your job better, and are prepared to make time in your business schedule for this continued professional development (CPD), you have at your fingertips all the marketing tools you need. Have you learned everything?
Here’s another question:
Do you think there comes a point when you’ve learned all there is to learn about being a better editor? If you answered no to that, you’re in even better shape from a marketing point of view because you will never run out of ideas to connect with your target client. Do you value becoming a better editor?
And here’s another question:
Do you think you have no time in your schedule to learn how to become a better editor? If you answered yes, you need to make time. Every editor needs to continue learning. Our business isn’t static. New tools, resources and methods of working are a feature of our business landscape. Language use changes as society’s values shift. Markets expand and retract, which requires a response from us in terms of how we make ourselves visible. If you answered no, that’s great news because it means you have time for marketing. I know – you don’t like marketing. But that’s fine because we’re not calling it marketing. We’re calling it CPD, which you do like! Making time for business
Everyone who knows me knows I love marketing my editing business. Lucky me – it’s much easier to do something necessary when you enjoy it.
What a lot of people don’t get is how I make time for it and how I get myself in the mindset to devote that time to it. I don’t have a problem with calling it marketing. But the truth is that so much of the marketing I do is not about marketing. It’s about communicating what I’ve researched and learned. I love line and copyediting crime fiction. I think I’m really good at it. But I don’t think I’ve learned everything there is to learn. Not for a single minute. That leaves me with stuff to do. I have to learn. So off I go to various national editorial societies’ websites. I head for their training pages. I look for courses that will teach me how to be a better crime-fiction editor. There aren’t any. I turn to Google. Plenty of help for writers, but not specifically for editors. That’s fine. And so here’s what I’ve done: read books about crime writing, and attended workshops, author readings, and crime-writing festivals (I live a stone’s throw away from the National Centre for Writing and the annual Noirwich festival). And I’ve continued to read a ton of crime fiction. And to help me digest what I’ve learned, I’ve taken notes along the way. It’s what I’ve done all my life when I’m learning – O levels (as they were called in my day), A levels, my degree … notes, notes and more notes. How much time has it taken? Honestly, I don’t know. I’ve been having too much fun. I love reading; I don’t count the hours I spend doing it. How long did the author event last? I’ve no clue. My husband and I had dinner afterwards though, so it was like a date. And it would have been rude to look at my watch. Is creating a blog article marketing?
Some time ago I wrote a blog post about planning when writing crime fiction. I couldn’t churn out 2,000 words just like that; I’m not the world’s authority on the subject.
So I referred to my notes from the event with a famous crime writer. Turns out the guy talked about planning, and told us about his and a fellow crime writer’s approach to the matter. Then I reread a chapter from a book on how to write crime fiction and found additional insights there. More notes. Then I I read 14 online articles about plotting and pantsing too. Yet more notes. And then I put all those notes together, which really helped me to order my thoughts. I created a draft. Redrafted. Edited it. Published it. Now it's on my blog and in my resource library. Some people might call it content marketing. And it is, because it helps beginner indie authors work out when they will attend to the structure of their crime fiction – either before they start writing, or after. From that point of view, it is useful, shareable, problem-solving content, which is a perfectly reasonable definition of content marketing. Or is creating a blog article CPD?
Let's look at it another way. I learned a lot of things I didn’t know before. I can use that knowledge to make me a better editor.
I took notes and drafted those notes into an article. This is no different to what I did at least once a week at university. I wasn’t marketing then; I was learning. What is different is that no one but my professor was interested in my article. That’s not the case for my planning piece. That article will help some self-publishers on their writing journey. A few might just decide to hire me to line or copyedit for them. It’s happened before. Maybe it will happen again tomorrow, or next month, or next year. I don’t know. It doesn’t matter – the article will stay on my site for as long as it’s relevant. Rethink the language of marketing
If the idea of marketing your business leaves you feeling overwhelmed, rethink the language you use to describe what’s required.
You probably don’t consider attending an editorial conference a marketing activity, even though it might lead to referrals. It’s more likely you think of it as a business development and networking opportunity. You probably don’t consider a training course to be marketing. It’s more likely you think of it as editorial education. You probably don’t consider reading a book about the craft of writing to be marketing. It’s more likely you consider it knowledge acquisition. So how about this?
Training, embedding knowledge, writing essays, publishing research, sharing subject knowledge. Smashing stuff. Nicely done. And between you and me, it’s great content marketing too. But, shh, let’s keep that quiet. I know you don’t like marketing. Make your marketing about your editing
If you don’t like marketing, maybe that’s because the kind of marketing you’re doing isn’t likeable. In that case, think about what you do like about running your business, and make those things the pivot for your marketing.
In other words, it doesn’t need to be about choosing between marketing your editing business and learning to be a better editor, but about the former being a consequence of the latter. Two birds. One stone. Me? I’m off to read the Harlan Coben. Just for fun, mind you! About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
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:
Free is equally great when we’re experienced but looking to shift the goalposts:
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:
CASE STUDY 1
Jane wants to offer developmental editing but has no experience. She does some research and finds the following:
CASE STUDY 2
Jack has identified a skills gap. He’s a great editor but a poor marketer and is dissatisfied with the rates he’s earning from his existing client base. Currently, he works with project-management agencies who find publisher work for him. And those publishers find authors for the agency. There’s a cost to that author-acquisition work – those agencies and publishers take a cut of the fee at each stage because they have to invest their own time and expertise in making themselves visible. It's that visibility that puts the editing work on Jack's desk. He starts a discussion in a large editorial Facebook group about his concerns and is offered the following:
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:
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 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
About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
How do you get fiction editing and proofreading work? This post offers some pointers for new freelancers, and experienced editors looking to shift specialisms.
1. Start with baseline training
To be fit for working in any editing discipline, fiction or otherwise, training is the foundation. Even if you’ve been devouring your favourite genres for years, you need to understand publishing-industry standards.
This isn’t about snobbery. It’s about serving the client honestly and well, especially the self-publisher, who might not have enough mainstream publishing knowledge to assess whether you’re capable of amending in a way that respects industry conventions. It’s about the reader too. Readers are canny, and often wedded to particular genres. They’re used to browsing in bookshops and bingeing on their favourite authors. They have their own standards and expectations. One of our jobs as editorial professionals is to ensure we have the skills to push the book forward, make it the best it can be, so that it’s ready for those readers and meets their expectations. And so if you want to proofread or edit for fiction publishers and independent authors, high-quality editorial training isn’t a luxury: it’s the baseline. What kind of training you need will depend on what services you plan to offer. Courses I recommend the Publishing Training Centre and the Chartered Institute of Editing and Proofreading (CIEP) for foundational copyediting and proofreading training. I’m based in the UK, and those are the two training suppliers I have experience of so I’m in a position to recommend them. That doesn’t mean that other suppliers aren’t worth exploring. Rather, I don’t recommend what I haven’t tested. Keep an open mind. Check a range of suppliers and their course curricula. Then choose what suits your needs.
If you want more information about how the PTC and CIEP courses compare, talk to the organizations’ heads of professional development and training. 2. Decide which fiction editing services you want to offer
Some beginner self-publishers don’t understand the differences between the different levels of editing, which means they might ask for something that’s not in their best interests (e.g. a quick proofread even though the book hasn’t been critiqued, structurally edited, line- and copyedited).
It’s essential that the professional fiction editor is able to communicate which levels of editing they provide, and recommend what’s appropriate for the author. That doesn’t mean the author will take the advice, but the editor must be able to articulate her recommendations so that independent authors can make informed decisions. 3. Invest in appropriate specialist fiction training
The next step is to gain skills and confidence with fiction editing and proofreading work. As with any type of editing, the kinds of things the editor will be amending, querying and checking will depend on whether the work is structural, sentence-based or pre-publication quality control.
When deciding what specialist fiction editing courses to invest in, bear in mind the following:
Courses and reading Explore the following to assess whether they will fill the gaps in your knowledge. Check the curricula carefully to ensure that the modules focus on the types of fiction editing you wish to offer and provide you with the depth required to push you forward.
This isn’t a definitive list but it’ll set you on the right track. 4. Get in the right mindset
Fiction editing requires a particular mindset for several reasons:
Style and voice We’re not only respecting the author, but the POV character(s) too. The fiction editor who doesn’t respect the voices in a novel is at risk of butchery. Being able to immerse oneself in the world the writer’s built is essential so that we can get under the skin of the writing. If we don’t feel it, we can’t edit it elegantly and sensitively. Intimacy Non-fiction is born from the author’s knowledge. Fiction is born from the author’s heart and soul. If that sounds a little cheesy, I’ll not apologize. Many of the writers with whom I work are anxious about working with an editor because they’ve put their own life, love and fear into the world they’ve built. A good fiction editor needs to respect the intimacy of being trusted with a novel. If that doesn’t sound like your bag, this probably isn’t for you. Unreliable rules At a fiction roundtable hosted by the Norfolk group of the Chartered Institute of Editing and Proofreading, guest Sian Evans – an experienced playwright and screenwriter – talked about how punctuation in screenplays is as much about ‘the breaths’ the actor is being directed to take as about sentence clarity. These ‘breaths’ exist in prose. They help the reader make sense of a sentence ... not just grammatically, but emotionally. And so the addition or removal of just one comma for the sake of pedantry can make a sentence ‘correct’, or standard, but shift tone and tension dramatically. The fiction editor needs to be able to move beyond prescriptivism and read the scene for its emotionality, so that the author’s intention is intact but the reader can move fluidly through the world on the page and relish it. All of which is a rather long-winded way of saying that if you want to get fiction editing work, and keep on getting it, you’ll need to embrace rule-breaking with artistry! Fiction work requires us to respect both readability and style. The two can sometimes clash so gentle diplomacy and a kind hand will need to be in your toolbox. 5. Read fiction
If you don’t love reading fiction, don’t edit it.
And if you don’t love reading a particular genre, don’t edit it. Editing the type of fiction you love to read is a joy, and an advantage. If you read a lot of romance fiction, you’ll already be aware of some of the narrative conventions that readers expect and enjoy. I started reading crime fiction, mysteries and thrillers before I’d hit my teens. I turned 51 in March and my passion for those genres hasn’t waned. That stuff makes up over eighty per cent of my work schedule too. Here’s the thing though – my pleasure-reading has supported my business. I get to see first-hand how different authors handle plot, how they build and release tension, how they play with punctuation, idiomatic phrasing, and sentence length such that the reader experiences emotion, immediacy and immersion. And that helps me edit responsively. Honestly, reading fiction is training for editing fiction. In itself, it’s not enough. But professional training isn’t enough either. Love it and learn it. 6. Learn from writers
If you want to understand the problems facing the self-publishing author community, listen and learn.
Join the Alliance of Independent Authors. Even lurking in the forum will give you important insights into what self-publishers struggle with an how you might help. Take advantage of online webinars aimed at beginner writers. Penguin Random House offers a suite of free online resources. Experienced writers and instructors take you on whistle-stop tours of setting, dialogue, characterization, point of view, crime fiction writing, children's books and a whole lot more. Listen to published novelists’ stories. My local Waterstones hosts regular author readings/signings. I’ve seen Garth Nix, Jonathan Pinnock and Alison Moore speak. In April 2018, Harry Brett is chairing a session on how to write crime with Julia Heaberlin and Sophie Hannah. In May, fellow editor Sophie Playle and I are attending 'Why Writing Matters', an event hosted by the Writers' Centre Norwich in association with the Norwich & Norfolk Festival. And Jeffery Deaver's coming to town too. Ticket booked! These workshops cost from nothing to £12. That's a tiny investment for any fiction editor wanting to better themselves. 
7. Get in front of publishers
The best way to get publisher eyes on your editing skills is to go direct. Experienced fiction editors are sometimes contacted direct but sitting around waiting to be offered work never got the independent business owner very far and never will.
Experienced ... but not in fiction If you’re an experienced editor or proofreader who already has publisher clients but they’re in a different discipline (e.g. social sciences, humanities) you’ll likely have built some strong relationships with in-house editors. Publishing is a small world – in-house staff move presses and meet each other at publishing events. It might well be that one of your contacts knows someone who works in fiction and, more importantly, will be happy to vouch for your skills. With specialist fiction training, you’ll be able to leverage that referral to the max. So, if you have a good relationship with an in-house academic editor, tell them you’d like to explore fiction editing and ask them if they’d be prepared to share a name and email and give you a recommendation. Newbie If you’re a new entrant to the field, it’s unlikely that a cold call to HarperCollins or Penguin will be fruitful. The larger presses tend to hire experienced editors with a track record of hitting the ground running. There are two options:
8. Be visible online
There’s no excuse for any twenty-first-century professional editor to be invisible. There’s no one way to visibility – take a multipronged approach.
Directories If you’re a member of a national editorial society, and they have a directory, advertise in it as a specialist fiction editor/proofreader. If you’re not a member, become one. It won’t be free, but running a business has costs attached to it. If we want to succeed, we need to be seen. That doesn’t land on our plates; we must invest. If your society doesn’t have an online directory, lobby for one to be set up and promoted. I’d go as far as to argue that a professional editorial society that isn’t prioritizing the visibility of its members isn’t doing its job properly.
Create content for indie fiction authors Any self-publishing fiction writer looking for editorial assistance is more likely to think you’re wowser if you help them before they’ve asked for it. Create resources that offer your potential clients value and you’ll stand out. It makes your website about them rather than you. And it demonstrates your knowledge and experience. Doing this might require you to do a lot of research, but what a great way to learn. Don’t think of it as cutting into your personal time but as professional development that makes you a better editor. And think about it like this: Who would you rather buy shoes from? The shop where the sales assistant tells you all about her, or the shop where the sales assistant helps you find shoes that fit? It's no different for authors choosing editors. I have an several pages dedicated to resources for fiction authors. I’m not alone. These fiction editors have resource hubs too: Beth Hill, Sophie Playle, Lisa Poisso and Manda Waller. There are others but I’m already over the 2,000-word mark!
Shout out your fiction specialism
Shout your fiction specialism from your website’s rooftop. Why would a fiction writer hire someone who doesn’t specialize in fiction when there are so many people dedicated to it? 
Related reading
Here are some additional articles that you might find useful if you're considering moving into the field of fiction.
Good luck with your fiction editing journey! Online training to help you get started
About Louise Harnby
About Louise HarnbyLouise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
What's different about fiction editing, and is it for you? This post explores emotional responsiveness, mindfulness and artistry.
A line editing and copyediting focus
To keep things tidy, I'm talking in the main about line editing and copyediting fiction 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 for writers
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 editors
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? Assessing 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.
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:
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! About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
Having traditional proofreading skills isn’t just a business asset when it comes to working for the mainstream publishing industry. It’s a valuable service that we can offer independent authors, too.
What’s in this article?
This article discusses the differences between proofreading (or proof-editing) directly in Word and proofreading post-design page proofs.
When I set up my business back in 2006, I was strictly a proofreader and most of my clients were publishers. For the most part, they expected me to annotate paper page proofs. As time went on, many of the presses for whom I worked shifted to digital workflows. Proofreaders are still required to annotate page proofs, but they're using a PDF editor’s onboard commenting and markup tools or digital proofreading stamps. See, for example, the free set of downloadable stamps that I’ve created for use in the likes of Acrobat and PDF-XChange. These comply with the British Standards Institution’s BS5261C:2005 proof-correction marks. What are traditional proofreading skills?
Here, we’re checking the page proofs to ensure not only that the spelling, grammar and punctuation are correct, consistent and in line with the client’s brief, but also that the layout conforms to industry-recognized standards.
In order to carry out these checks, proofreaders need to know not only what to look for, but also when, and when not, to intervene so that they do no harm. Checks include, but are not limited to, ensuring that running heads match chapter titles; chapter titles match entries in contents list; design of the various text elements is consistent; chapter title drops are consistent; text on facing rectos and versos is balanced; odd page numbers always appear on recto pages; bad word breaks are flagged; part titles appear on new rectos. Proofreading page proofs
In case you’re unfamiliar with the terminology, page proofs, traditionally defined, are so called because they are laid out exactly as they will appear in the final printed book. If all has gone well, what the proofreader is looking at will be almost what the reader sees if they were to walk into a bookshop, pull this title off the shelf and browse through the pages.
The layout process has been taken care of by a professional typesetter who designs the text in a way that is pleasing to the eye and in accordance with a publisher’s brief. Proofreading raw text
Proofreaders don’t just work on page proofs, though. We're also asked to work on the raw-text files (usually in Microsoft Word).
A core market for the twenty-first century proofreader is the self-publishing client. For most of us, that means that an author will ask for their book to be ‘proofread’, even though what they want is a light edit of their Word document. Here, the proofreader is directly amending the text, usually with Track Changes switched on so that all the amendments can be reviewed. The line between copy-editing and proofreading is blurred, and the level of intervention will vary from client to client. The term ‘proof-editing’ is sometimes used within the professional editorial community to describe this tangling of what, traditionally, were two quite distinct services within the publishing industry. Are the old skills redundant?
My indie self-publishing clients ask me to work directly in Word. Given that all my work now comes from this sector, are my traditional page-proofreading skills redundant or am I still glad I took the time to learn them?
I think the twenty-first century proofreader who doesn’t have this knowledge is missing an opportunity. Print isn’t dead
Self-publishers don’t just publish electronically. Many make their books available in print via platforms such as CreateSpace, Lulu, BookBaby and Ingram Spark. That means they produce designed page proofs – just like mainstream publishing houses.
And just like publishing houses, these independent authors need proofreaders with traditional skills that go well beyond checking spelling, punctuation, grammar and syntax. Rather, we’re talking about also carrying out the same layout checks that our proofreading colleagues from 40 years ago undertook. If you’re offering traditional proofreading services to independent authors, and you aren’t familiar with the mainstream publishing industry’s conventions in regard to page layout, you won’t be able to carry out the aforementioned checks with confidence. That means you won’t be fit for purpose to offer this service to your clients, which means you’re missing out on a potential work stream. Understanding traditional production standards
Certainly, there’s no law when it comes to layout, and none of us wants to interfere with books that have been deliberately designed in a creative way. However, many self-publishers are looking to mirror the production standards that a traditional publishing contract would have provided them with.
Part of that process involves ensuring that their printed book looks like it belongs on the shelf on the high-street bookshop. Some readers will have in-house publishing experience through which they’ve learned about layout conventions; others will have acquired this knowledge via formal editorial training. If you’re a proofreader who isn’t familiar with layout standards, check guidance provided by an industry-recognized style manual (e.g. New Hart’s Rules or The Chicago Manual of Style). Ultimately, though, I’d strongly recommend sourcing appropriate training from your national editorial society so that you learn how to manage page proofs effectively while doing no harm. Doing no harm
The proofreader will need a little artistry and a lot of common sense when it comes to managing the potential problems in page proofs. Consider the following examples of harm:
1. A self-published organization studies monograph
The text on two facing pages of Chapter 1 (pp. 4 and 5) is unbalanced. Page 4 is much shorter than page 5. Page 4 contains text that refers to Figure 1.2, which currently appears on page 5. You solve the problem by annotating the page proofs with an instruction to move the figure to page 4. The figure is now close to its referring text, and the issue of the imbalanced facing-page depths is solved. Four chapters later, Figure 1.2 is mentioned again and cross-referenced with a page number. Your seemingly elegant change means the cross-reference is now wrong.
2. A self-published novel
You annotate the page proofs with an instruction to move two lines over to the next page in order to improve the balance of the text on two facing pages. This has a knock-on effect throughout the rest of the book, and causes an extra page to be added. So what? It’s only a page. The problem here is that printers don’t think only in terms of the number of pages. They also consider, for example, the format of a book, the binding, the grain of the paper and the size of a page. If they can fit eight pages on one sheet for the purposes of printing, it could be that your instruction to add one page actually results in the printer having to create eight pages. That’s an added expense your author may not have the budget for.
3. A self-published engineering manual
You're asked to proofread. The client has hired an indexer, too, but you don’t know this because the index isn’t included in the page proofs. You annotate the page proofs with an instruction to change the spelling of a cited author’s name. This proper noun is the last word on the page and the word spacing is so tight that the sentence is difficult to read. You solve this by annotating the proofs with an instruction to move the name onto the next line, which appears on a fresh page. This cited author is a big name in the engineering field and will be included in the index. You don’t alert the author to the possible consequences of your instruction. When the book is printed, there’s still a spelling error in the index and an incorrectly numbered page reference. *** The three examples above illustrate why formal proofreading training is advisable. Learning what to look out for on page proofs is a lot easier than learning how to properly manage any problems you find. When you understand not only what to mark but also the consequences of those marks, you’re fit for purpose. Proofread like it’s 1976, and offer multiple passes
Yes, it’s 2018 at the time of writing, but being able to proofread like it’s 1976 allows you to offer multiple passes to those clients who want to publish digitally and in print.
Knowing how to proofread (or proof-edit) in Word enables you to correct language problems. But if you also know how a book page works, and how to mark up page proofs so that they conform to publishing industry-recognized standards – in a way that does no harm – you can provide your author with the same high-quality proofreading service that those with mainstream publishing contracts have access to. That’s good news for your client and your business. About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
Does quibbling over the cost of professional editorial training miss the point?  Focus on skills, not moneySome years ago, a reader emailed me to ask my advice about returning to the world of editorial freelancing after a break. In particular, they wanted to know whether free courses were worthwhile, and, if so, which one they should take. My answer was that the issue of free versus paid missed the point. Rather, it depends on what is required by the individual. What do you need to know? If your skills are sound with the exception of one particular gap in your knowledge, e.g. how to use proofreading markup symbols, and you find a free course that teaches this, then it’s going to be a great course for you, one that's worth doing despite the fact that it costs nothing but your time. If, however, you need a comprehensive tutor-based course that teaches you how to use markup language, make sensible decisions about when to mark up and when to leave well enough alone, how to work with paper and onscreen files, and provide you with a solid grounding in how publishing and production processes work (and your place within them), then this free course, which only teaches you how to use markup language, will be next to useless. Why paid-for and free can both be worthwhileWe all have budgets. I love a freebie as much as the next person and I've taken advantage of several free or low-cost tutoring programmes over the years. I've also forked out hundreds of pounds in the process of learning new skills. Which of those courses were the most worthwhile? The freebies or the bank-account drainers? The answer is, all of them. That's because I picked the courses that I felt would teach me what I needed to know. When training for professional business practice, the primary indicator of whether the training is worthwhile is not the price; rather, it is the degree to which the course content fills our knowledge gaps. Fictive case study 1Jenny is a social worker from Dublin who is thinking about transitioning to freelance proofreading. She has no previous editorial experience, though her academic and career credentials are outstanding. As I said, she's thinking about transitioning – she hasn’t yet made up her mind whether this is the right move. She contacts the Association of Freelance Editors, Proofreaders & Indexers (AFEPI), Ireland’s national editorial society. One of the joint-chairpersons tells her that the society is running a half-day “introduction to proofreading” session. The course is a bargain at only 40 euros. She also finds a free online proofreading course that takes about an hour to complete. Are these worth doing? In Jenny’s case, they are excellent opportunities that will give her a taste of what professional proofreading involves but won't require her to invest large amounts of her hard-earned cash before she's made up her mind about her future career steps. Will they make her ready to hit the ground running in the world of professional proofreading practice? No, but that's not what she needs at the moment. Fictive case study 2Dan is former experienced and highly recommended copyeditor and proofreader from Toronto. He put his career on hold while he took on the full-time care of his partner, who'd been diagnosed with a long-term illness. Dan’s been out of the editorial freelancing world for 15 years and is now ready to re-enter the marketplace. He's no newbie but he does feel very rusty. The editorial environment has changed somewhat in the past decade and a half. More work is being done digitally than was the case when he was previously in practice, so his tech skills are out of date. His research enables him to identify the gaps in his technical knowledge. He's located a series of free online tutorials that will enable him to develop these tech skills. Dan is also concerned that because he hasn’t worked on professional material for a long time he's forgotten some of the foundational principles that underpin his practice. He decides that full Editors Canada (EC) certification in copyediting and proofreading might be overkill at this point. However, the Toronto branch runs a number of brush-up seminars that will be useful to him. In addition, EC offers two relevant study guides for a total cost of CAN$140. Price-wise, the investment is not insignificant by any means, but he thinks that the curriculum covered will bring his knowledge up to date. Later, he may use this study programme to become certified. Fictive case study 3Mati is a successful London-based professional English/Italian translator. She wants to extend her service portfolio to include proofreading. In addition to working with independent authors and academics, she wishes to proofread for publishers. She decides to source an industry-recognized and comprehensive course that will train her to professional standards. She's short on money because her London flat costs her a fortune each month. She's identified a number of free online proofreading programmes, and a couple of books dedicated to the subject. None of them offer her the depth of content that she feels will give her the confidence to enter professional proofreading practice; plus, she’d really like to have a tutor for mentoring purposes. The course she thinks will be perfect for her is the run by the Publishing Training Centre (PTC) but it costs £348. The free course options or the books will solve her financial issues, but they won't give her the detail or the mentoring. The PTC option will give her the detail and the mentoring but will leave her unable to pay next month's rent. She decides to save up for the PTC course over six months. In the meantime, she continues to focus on her translation work, and uses the time she’d set aside for the PTC proofreading course to develop a marketing strategy aimed at building a proofreading client base that will complement her existing translation-client work. Curriculum before cost ...Free or cheap can be superb or it can be useless. Expensive can be comprehensive or overkill. That's because the cost of the course is not the right indicator. Rather, the content of the course, and the degree to which that content addresses a particular skill gap, is what counts. Certainly we must not ignore free or low-cost tutorials, webinars, books, courses and conferences – if they teach us what we need to know they'll be a boon for our business development. On the flip side, we shouldn’t dismiss training that we consider to be expensive if that training is what will enable us to compete in the editorial freelancing market effectively. When we find that the training we need costs more than we can currently afford, we need to develop a plan to finance that training. If I can’t afford the course that I’ve identified as the one that will fill the gaps in my professional knowledge, I might decide to save up for it, just as Mati did. Imagine that your child’s nursery teacher, your electrician or your dentist told you they couldn’t afford to do the training they'd identified as making them fit for purpose and so they’d opted not to bother, instead turning to cheaper or free courses that only taught them a few of the things they needed to know. Would you let them near your kid, your fuse box or your mouth? Our clients are no different. They want us to be fit for purpose. Curriculum is always the primary indicator that we should focus on when evaluating how worthwhile a training course is. Using content as the basis of selection will drive us into a position where we acquire the skills we need to solve our clients’ problems such that they will hire us repeatedly and recommend us to their colleagues. Some of that content will be free, some of it will cost a pretty penny, and some of it will sit somewhere in between those two extremes. Take your pick but base your choice on what you need to learn, not on what you'd like to pay. Ask an association for adviceIf you want advice on the editorial training that's most appropriate to your circumstances, talk to your national editorial society. Most associations offer a range of learning opportunities within different environments to suit people's varying needs, skills and levels of experience. The Chartered Institute of Editing and Proofreading is an excellent example. Membership gives you access to a range of free-to-members and paid-for professional development opportunities including:
About Louise HarnbyLouise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers. She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
There's no consensus about the best order in which to complete a proofreading project, but I thought I’d share some tips about how I choose to structure the process.
Designed page proofs
My structure is based on my work with page proofs supplied by project management agencies and publishers. If you don’t know what page proofs are, take a look at Not all proofreading is the same: Part I – Working with page proofs.
My job is not only to check for any final grammar, spelling or punctuation errors that have slipped in during the production chain; I'm also tasked with ensuring that the appearance of the book is consistent and correct according to the instructions given to the typesetter by the client.
So I’ll need to carry out a range of checks to ensure the following:
The above are examples of just some of the issues I look out for – in no way do they represent a comprehensive checklist.
Riveting versus routine proofreading tasks
I tend think of the tasks involved in proofreading as falling roughly into two categories – riveting and routine.
The riveting element is the reading bit – I get paid to read the text word by word, line by line, page by page. I’m engaged with the text and that’s the exciting part of my job. Whether I’m proofreading a short science-fiction novel, a gritty non-fiction piece about martial arts, or a dense tome about pharmaceutical patent law, there’s always something new to learn. For me, this is the best part of the job. The routine element comprises the kind of checks listed above – the word breaks, the running heads, chapter and part title consistency, positioning of page numbers and chapter drops, and so on. For me, this is the dullest part of the job. Hardest versus easiest
The riveting element is the hardest part of the job for me – that’s because context is king and because every change I make in the main body of the text could have knock-on effects elsewhere.
Furthermore, I need to take a different kind of care not to proofread too fast when I’m working on fiction. I’ve been lucky enough to proofread some absolute corkers – Jonathan Pinnock’s Dot Dash, James Herbert’s The Rats, Jennifer Egan’s A Visit from the Goon Squad, and Donn Pearce’s Cool Hand Luke, to name but a few – and it requires discipline not to get so engrossed in the story that one becomes a reader rather than a proofreader. The routine element is the easiest part of the job for me – that’s because the problems are usually obvious and easy to make decisions about. I might headscratch over whether to leave well enough alone, query, or mark up in the main body of the text, but if a page number is wrong in the contents list, it’s a no-brainer. A mislabelled table needs attending to. Same thing with inconsistent half titles and book titles, missing tables, incorrect running heads, and odd page numbers placed on versos (left-hand pages). Tricky first, easy last?
I’m not sure why but when I began my proofreading career I’d carry out many of the routine elements of the project at the end. I imagine that my thinking was something on the lines of “I’ll get the tricky bit out of the way first – then I’ll do the routine stuff and close the project”.
That worked just fine for a while and I carried on that way until one of my PMs contacted me with some feedback that said I’d done a great job with the main text but could I take care in future to double check that the book title and half title matched? I’d missed something so ridiculously obvious – something that stuck out like a sore thumb. How could that have happened? It's on my checklist. I was sure I'd done it; I'd just not seen the error. I apologized profusely (she forgave me!). Then I grabbed a coffee, sat back, and considered my method. The routine bit is supposed to be the easiest bit – it’s supposed to be the bit I can’t get wrong, but it’s also the dullest. Was that the problem? The mindset of project closure …
I came to the conclusion that when I’ve finished the riveting part of my job, my brain goes into project-closure mode.
The problem is that the routine element can take me an hour, even several hours if the project is large. So if I’ve finished reading the text, my brain’s saying, “You’re nearly done”, when in fact that’s far from the truth – there’s still some really important and routine tasks to complete that my publishers expect as standard. I was doing what for me was the dullest and easiest bit of the job when my brain was at its least attentive. The risk of a miss was higher given this mindset. I therefore decided to revise my method – I’d do the bulk of the routine work at the beginning of the project and commence the fun bit afterwards. The decision reminded me of when I was a kid and my mum would tell me that I needed to eat my green veggies before I stuffed my face with a third helping of her rather excellent roast potatoes! Scouting out the lie of the land …
My decision had some unforeseen benefits. Few of my clients pay me for more than one pass. And yet by doing the routine work first I give myself the opportunity to get an overall of sense of the book – its layout, its various different elements, its themes, its overall structure – by working through my checklist one step at a time before I start the actual read itself.
And each time I go to the beginning and start a new check I'm doing a tiny pass, over and over again. I like this method because it allows me to scout out the lie of the land. It often means I pick up on little oddities that I can make a note of to watch out for once the actual reading process begins. But, more importantly, my mindset is in start-up mode and that’s exactly where I want it to be when I'm attending to the more mundane aspects of the project. I don’t have to worry that my miss rate will be higher by the end of the riveting bit as a result of boredom, precisely because it’s the riveting bit, not the boring bit. I still go back and do some double checks when I've finished the riveting stage. And I like to take a look at each page one final time and review any notes that I was given by the copy-editor or PM – just to reassure myself that I've done what I was asked to do. But, broadly speaking, I've reversed my method. Something to test?
My method may not be your method because you may be wired differently to me.
But if you are the sort of person who does most of your routine tasks at the end, and you find yourself in project-closure mode a few hours ahead of schedule, don't be afraid to consider testing a revision of the order in which you do things. You might just find your new process works better for you. About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
If you’re thinking about becoming a proofreader, it’s important to understand that this term can mean different things in different contexts and with different client groups. This article focuses on working with raw text.
Who are your clients?
What type of proofreading you want to do and which group of clients you want to be work-ready for will determine the choices you make with regard to training.
Some proofreaders work directly with the creators of the written materials – independent authors, students and business professionals, for example. These clients send Word files and the proofreader amends the files directly (often with Track Changes switched on so that the client can see what’s been changed). Others work for intermediaries such as publishers and project-management agencies. Here the author supplies the text files; then the in-house project manager (PM) organizes the various elements of the production process – including copyediting, proofreading, typesetting and printing. After copyediting and typesetting, the PM supplies page proofs to the proofreader, who makes annotations that identify where there are problems to be attended to. The proofreader does not amend the text directly. In Part I, I gave the new entrant to the field an overview of what it’s like to be a proofreader working with page proofs. Here in Part II, I consider proofreading that involves working directly with the raw-text Word files. Which clients prefer to work in Word?
Most of the proofreading done in Word stems from having been commissioned directly by the content creator – a business executive, a self-publishing author or a student.
Academic writers, particularly those submitting articles to journals and for whom your first language is their second, are also likely to send Word files. Only one of my publisher clients would ask me to proofread in Word. What is the proofreader looking for?
It depends on the client's expectations (see below: Disadvantages) and your terms and conditions. Certainly, when it comes to proofreading for non-publisher clients, the definition of proofreading starts to look unclear and the boundaries between this and copyediting become blurred.
Unlike with page proofs, we can't check the final designed layout of the file but we still need to read every word. Some of the issues dealt with in the list below would be acceptable to the proofreader working for an academic author but not when working with a Master's student. (Some clients might even want/expect a level of restructuring, rewriting and checking that a proofreader wouldn't consider to be within their remit.)
What are the advantages?
What are the disadvantages?
There are still legal issues to consider …
Even if you are working directly with the primary authors of the content, you still need to get their permission to upload their text to third-party sites if you want to utilize software that's not on your computer.
The files you've been sent from Indie authors, students and businesses are their property and they send them to you in good faith, so you must get permission for their content to leave your computer. What does this mean for training?
Knowing the software ...
If you want to proofread in Word, you'll need to be proficient in using it. Word is one of the most powerful pieces of word-processing software available, and there's a huge amount you can do with it if you want to proofread (or edit) efficiently. You might therefore need to supplement your proofreading training with learning that focuses on using macros, making the best of Find/Replace and wildcards, using Track Changes, and Microsoft Word usage in general. There's still the issue of how much to interfere ... If you do end up proofreading for a publisher client who wants you to work in Word, it will be necessary to consider the issue of when to leave well enough alone, as discussed in Part I. However, independent authors looking for a proofreader may actually be expecting a deeper edit and will be disappointed if you're not prepared to rewrite sentences for them. If you've not had experience of, or training in, editing, you may find that a 'proofreading' project ends up being a bigger bite than you can chew. One of my colleagues feels that specific training in editing isn't always critical when working with business clients, whereas for self-publishing novelists it would be very important. I'm inclined to agree. One person might be relatively comfortable suggesting improved sentence construction to a business client but very wary of doing so with an author of fiction. What this shows is how blurry the edges can become and how important it is to have a detailed conversation before you begin a project. I often encourage independent fiction authors looking for a proofreader to consider commissioning editing first. Editors with both editing and proofreading skills are better placed to take on jobs for non-publisher clients that fall in the editing camp, or somewhere between editing and proofing (proofediting). If you think you'll end up straying beyond the realm of proofreading, you might consider adding copyediting courses into your training mix. Think about what type of client you're going to be working for to help you decide what's appropriate. Summing up …
Proofreading isn't some catch-all phrase that means the same thing to every client group. What you actually do, on which medium, how much you interfere, the extent to which you can use complementary tools, and the expectations of the client will differ greatly.
This means a range of competencies will need to be acquired depending on whom you’re working for. Your training will need to match the requirements of various client groups – a publisher’s expectations in terms of industry-recognized standards will be different from a business executive’s or student’s, so take care to research any proofreading training syllabus carefully to make sure it’s providing you with the skill set relevant to your target client group. Your training should suit your needs, your business plan, your objectives – and what will be right for one person may not be right for another.
Read this article's sister post: Not all proofreading is the same: Part I – Working with page proofs.
About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
Professional proofreading training provides you with more than just technical knowledge and skills. It also gets you into the mindset of good business practice: pacing, taking stock, and focusing on the detail.
The necessary mindset
Perhaps one of the most important pieces of knowledge I acquired when I was doing my own professional training, and that I needed in order to make an editorial career viable from a practical point of view, was the necessary mindset.
In-house vision, creativity and detail
I come from a publishing background. My first job was in the European marketing, sales and distribution office of Williams & Wilkins, the Baltimore-based STM publisher. I was a sales promotion manager.
From there I moved to SAGE Publishing, a well-known independent social sciences and educational publisher (though their publishing programme has expanded somewhat since my day). I was employed as a senior journals marketing manager and remained so for the rest of my office-bound career. The colleagues with whom I worked most closely were commissioning editors, fellow marketing execs, and editorial production managers.
Commissioning editors
Marketing managers
Editorial production editors
Learning from editorial production …
I finally left SAGE to dedicate a couple of years to child-rearing. My little family moved to the Norfolk countryside and we revelled in the stunning rural views from the windows of our home and enjoyed the space, the grass, the deer, and the short drive to the beach.
And then I got itchy feet. I wanted back into publishing but I wanted it on my own terms – freelance proofreading seemed like the solution. But my editorial production colleagues had already taught me to ask an important question: Do I have the right mindset for the actual practice of proofreading? My background was in marketing. I was used to being in a work environment that was about ideas and experimentation. I'm not saying that there were no processes to attend to or that I didn't have certain business parameters to work within. I did, of course. But following a brief, pedantic punctuating and a careful, methodical, almost plodding attention to detail weren't the criteria at the top of my job description. If I was going to transition to a proofreading career, I would need to ensure that the appropriate mindset was embedded in the way I approached my work. I knew I had a tendency to get a bee in my bonnet and jump in without looking where I was going. It’s in my nature! To be a proofreader I needed to slow down. I needed to be a detail person. Left field needed to be left behind! Learning from professional trainers …
I wanted a comprehensive training tool that would make me practice-ready, but I wanted to be assessed, too. I needed to be able to see where my weaknesses were, as well as my strengths.
And I needed to practise being a detail person – to embed that mindset of attending to the method, the process, the instructions, so that I could do what the client wanted. A target market for me was always going to be social science publishers – I have a politics degree and in-house experience, so it made sense right from the start. I knew these publishers would have demanding expectations of their proofreaders and I wanted to be ready. Ready for the house brief, ready for the method, ready for the deadlines. It's for that reason that when I'm asked to recommend UK-based editorial training courses, I always recommend the Chartered Institute of Editing and Proofreading and the Publishing Training Centre. Those two organisations provide that readiness. Practising the mindset …
How did I prepare? I read each chapter of the course's theory several times. I photocopied the exercises several times. I’d do them, trying my best to mark up in the way the chapter had advised.
I’d mark my own efforts, make notes about my weaknesses, re-read the appropriate course material, and then put the exercise away for a few days. Then I’d do it all over again – this helped me see if I’d learned from my previous mistakes or whether the information had gone in one ear and out of the other. Then I’d do it a third time – leave alone for a few days and then repeat the exercise. When I was confident I’d nailed it, I’d photocopy the assessed test so that I had three copies. Then I’d do the test, put it away, re-do the test, compare, see if I was consistent, put it away, go through it one last time, attend to anything I’d missed, and then submit. It was laborious. But I learned to slow down; I learned what my weak points were; I learned a systematic method of working practice that focused on my client's instructions and objectives. I became so used to working like this that it embedded this careful attention to detail in my mind – something that I rely on every time I'm commissioned to work on a project. Of course my publishers don’t budget for me to do multiple passes on a piece of work, with several days of quiet reflection in between! Now that would be a luxury! But I'm glad I had the space to do this, to learn that mindset, to get used to being a detail person. So, if you fancy proofreading as a career, ask yourself the same question: Do I have the right mindset for the actual practice of proofreading? If you’re not sure, use your training* space to practise the careful, methodical process of attending to detail, according to the instructor’s brief. You won’t regret it and the time taken will be an investment that you can carry with you throughout your future career. * If you're still deciding which course to take, your national editorial society will be able to offer advice about the training options available in your region. About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
If you’re thinking about becoming a professional proofreader, it’s important to understand that the term 'proofreading' can mean different things in different contexts and with different client groups. This article focuses on working with designed page proofs,
Who are your clients?
What type of proofreading you want to do and which groups of clients you want to be work-ready for will determine the choices you make with regard to training.
Some proofreaders work directly with the creators of the written materials being proofread – independent authors, students and business professionals, for example. These clients send Word files and the proofreader amends the files directly (often with Track Changes switched on so that the client can see what’s been changed). Others work for intermediaries such as publishers and project management agencies. Here the author supplies the text files; then the in-house project manager (PM) organizes the various elements of the production process – including copy-editing, proofreading, typesetting and printing. After copy-editing and typesetting, the PM supplies page proofs to the proofreader, who makes annotations that identify where there are problems to be attended to. The proofreader does not amend the text directly. Here in Part I, I give the new entrant to the field an overview of what it’s like to be a proofreader working with page proofs. In Part II, I’ll consider proofreading work that involves working directly with the raw Word files. What are page proofs?
Page proofs, traditionally defined, are so called because they are laid out exactly as they will appear in the final printed book. If all has gone well, what the proofreader is looking at will be almost what the reader sees if they were to walk into a bookshop, pull this title off the shelf and browse through the pages.
The layout process has been taken care of by a professional typesetter or interior formatter who designs the text in a way that is pleasing to the eye and in accordance with a publisher’s brief. Page proofs from publishers and project management agencies are usually either in paper or PDF format. When working on paper, you'll likely still be supplied with a PDF (which comes in useful when using digital tools). In addition to the bulk of the typeset text, page proofs include the following elements: page numbers; running heads; a contents list; copyright information; cataloguing data; figures, tables and any other finished artwork; bibliography; and perhaps an index. The jacket may or may not be included, but there’ll usually be a title page and a half-title page. To reiterate, the pages have been professionally designed, so your job is not only to check for any final grammar, spelling or punctuation errors that have slipped in during the production chain; you're also tasked with ensuring that the appearance of the book is consistent and correct according to the instructions given to the typesetter by the client. Thus, you'll need to carry out a range of checks to ensure the following:
This isn't a comprehensive list but it gives you an idea of how this type of proofreading goes beyond just checking the text for typos. Download this free proofreading checklist if your client doesn't supply you with one. 
Where are you in the chain?
The proofreader is one person in a fairly lengthy chain. Different clients work in different ways but the following is not uncommon:
The process is often further complicated by the ebook creation process. Text might be digitized at different stages of the process. What does this mean for your working methods?
You're not actually changing anything … You can use digital tools to complement your eye – various scripted macros, consistency checkers like PerfectIt, and reference-checking software like ReferenceChecker.
To use these tools you need to strip text from a PDF of the page proofs, place it in a Word document, and then run your digital tools. Any mistakes flagged up, however, need to be marked up on the page proofs – that is, on paper or PDF (as agreed with the PM). You don’t get to change the actual text – you only get to make marks on it (usually those little hieroglyphics that constitute, in the UK, the BS 5261C:2005 proof-correction symbols). But you're checking everything … Recall, too, that you're paid to check every word and every page. Relevant software is a brilliant addition to any proofreader’s tool kit, but it will only go so far because the proofreader’s job goes beyond error-checking. We’re looking for layout problems, too, because we’re working on designed text – the first draft of the final page proofs. There are legal issues … you can only use software tools that are already sitting on your PC. This is because of confidentiality issues. All my publisher PMs consider it unacceptable business practice for me to send the page proofs (or the text stripped from them) to a third party, as the following direct quotes demonstrate:
What does this mean for training?
If you want to proofread for publishers, it’s likely that you’ll be working on page proofs. This means you’ll need to learn to use the industry-recognized mark-up language effectively and efficiently, and you’ll need to be able to carry out the necessary design and layout checks.
If your training course doesn't teach you how to mark up using the relevant symbols or what to look out for in terms of layout problems, it’s probably not the right course to make you fit for publisher work. Furthermore, you’ll have to learn not to interfere beyond your brief. Not all publishers want every single inconsistency attended to. Amendments made at page-proof stage are expensive to implement so many publishers ask for 'minimal' correction. How they define 'minimal' will vary so you’ll need to work according to a clear brief. And if you’re not given a clear brief, you’ll need to ask for one. Assumptions about your remit are to be avoided – what one PM considers unworthy of change will be considered an essential error by another! The business of knowing when to leave well enough alone and when to interfere is one of the trickiest issues to deal with, so doing a course that has an assessment element is a good idea if you are working with page proofs and publisher clients. Summing up …
Proofreading isn't some catch-all phrase that means the same thing to every client group. What you actually do, on which medium, how much you interfere, the extent to which you can use complementary tools, and the expectations of the client will differ greatly.
This means a range of competencies will need to be acquired depending on whom you’re working for. Your training will need to match the requirements of various client groups – a publisher’s expectations in terms of industry-recognized standards will be different from a business executive’s or student’s, so take care to research any proofreading training syllabus carefully to make sure it’s providing you with the skill set relevant to your target client group. Your training should suit your needs, your business plan, your objectives; and what will be right for one person may not be right for another. In Part II ...
In Part II, I look at proofreading for clients who want you to work directly on the text in Word; how the line between editing and proofreading can become blurred; and how this might influence the type of training you do or the work you choose to take on.
About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
A short question on this blog about which training course I would recommend for someone considering a career in proofreading prompted a rather long reply from me. It made me realize that the issue deserved a post of its own.
Professional proofreading training
Please note that this article isn’t designed to recommend one particular course over another. What you choose will depend on a number of factors, e.g. location, career stage.
Readers of this blog who’ve searched my training archive will know the course I chose – the Publishing Training Centre's Essential Proofreading. While I found this course to be outstanding, this accolade is based on my business plan, my place of residence, my knowledge of the market I chose to focus on, what else was available in 2006, and my training budget. It won’t necessarily be the right choice for, say, a Belgian with a different niche market in mind, or a Canadian whose pockets are feeling a little shallow at the moment. Instead, the aim here is to give voice to some of the basic issues that are worth considering when choosing what, where and how to train for a career as a freelance proofreader, wherever you live and whatever your budget. What’s on offer?
The options are numerous. Distance learning and on-site; online and book-based; and DIY and professionally assessed.
Some cost hundreds of pounds while other options cost less than the price of a family cinema outing. Googling for proofreading training courses throws up lots of information but little guidance on how to make a choice. Here are some ideas to get you on the right track. Is there a national or regional professional society you can contact?
This is probably the best place to start. Get in touch with your national editing/proofreading society and see what they recommend.
Their membership is full of people who were once in your position, so they will have some great advice to share, and at no cost. Visit my Editing & Proofreading Societies page to locate your national association or regional chapter. At what stage are you in the process?
Consider what point you’re at in the process of your career change.
Are you definitely looking to become a professional proofreader or are you at the earlier stage of considering it as one of several options? If the latter, you might opt for a cheaper, preliminary short course to see if the work suits you before you invest a larger amount of money in a more time-consuming distance learning course. If you've recently completed some training you might want to consider a mentoring programme. The Chartered Institute of Editing and Proofreading (CIEP) runs peer-to-peer mentoring events in the UK. Contact your national editing and proofreading society for more details on mentoring opportunities in your own country. What kind of client are you hoping to target?
Case study 1
You’re an ex-solicitor/attorney who’s decided that the law’s not your bag after all. You decide you want to focus on publisher clients, possibly those with lists in criminology, law and policing. Do some research to find out which houses publish in these fields and give them a call. Ask to speak to the production manager, or the person in charge of hiring freelance editorial staff. Ask that person what their criteria are for freelancers. They'll be able to tell you the training providers they recognize. They’ll also be able to give you some ideas about any experience or expertise they are looking for. You may be surprised to find that they accept a qualification that you hadn’t considered. And it may not be the most expensive one on the market. Even if you do find out that you would be better off going for one of the more expensive training courses, at least you know that it will be money well spent and that you’ll get the return on your investment once you start applying for paid work. Getting a feel for what publishers want is a good start because they are one type of client that is in a position to offer you repeat work. Case study 2 You’ve worked as an English-language teacher for years in a school or college, helping young adults improve their literacy skills. You decide to focus on independent fiction and creative non-fiction authors who are looking for the final polish before they submit their manuscript to an agent, in-house commissioning editor, or custom-publishing organization. You need to do the same research. Start networking with writers’ groups and online networks and ask the people themselves what training and experience they expect a proofreader to have. They may have a set of very different preferred externals based on their experiences of commissioning freelance editorial services. Join social networking forums such as LinkedIn where existing freelancers congregate and ask what training routes other freelance proofreaders in your country, who work with the type of client you’re interested in, took to get their careers off the ground. The point is to research your market and find out what people want and expect. Every training provider on the market will tell you that their course is the best, and they wouldn’t be doing a good job of marketing themselves if they claimed otherwise. Asking the end-users, however, is the key to ensuring you make the decision that best suits your business strategy. Assessed or not?
Assuming you’ve decided proofreading is the job for you, and you need a training course that is going to give you the confidence and readiness to do the job to a professional standard, find out whether your training provider offers an assessment element.
It’s best to iron out the creases while you are training, rather than alienating unhappy clients further down the line. Or to quote an old proverb: What the fool does in the end, the wise man does in the beginning. About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
Find out what publishers think about professional editorial training courses, to help you decide how best to invest.
A note on when this post was originally written
I wrote this post about editorial training in 2011. However, I'm confident that the advice should still stand. While these days I line edit for indie fiction authors who find me via organic search, publishers are still and incredibly valuable source of work for many editors and proofreaders, so it's useful to understand how they assess the freelancers who work for them.
How far will training get you in the editorial freelancing market?
Publishers and editorial freelancers understand each other. We have the same expectations regarding the level of editing being undertaken (e.g. developmental, line/copy, proofreading), which saves both parties time.
Publishers are in a position to offer repeat work, thus taking some of the stress out of marketing. Plus the portfolio- and testimonial-building opportunities are excellent. And so while the rates are sometimes an issue (though not always by any means), publishers are a brilliant client group to target. It's therefore important to bear in mind where they see the value when hiring editorial freelancers. Here's what I found out ... Is training useless?
Somewhere out in the ether is a blog where the author calls proofreading courses a "scam" and "unnecessary", and the qualifications "useless". The rant continues, the author arguing that they’ve never been asked to produce evidence of any qualification or completion of a course by an "official" body.
And luckily for anyone looking to enter this extraordinarily crowded and competitive field, said author offers a far cheaper alternative to all those "rip-off" courses: their very own proofreading course in the form of an ebook. Back in 2005, I spent seven months doing just the type of course this author was decrying. I opted for Essential Proofreading, a distance learning course run by the Publishing Training Centre (PTC), an industry-recognized body. I also joined the Chartered Institute of Editing and Proofreading (CIEP), formerly the SfEP, and did the necessaries to qualify for membership. So did I waste my money? Was I ripped off? Did the training I took on help me get to where I am now or was I kidding myself? Should I have instead invested in an ebook course that would have given me change from a twenty-pound note? I discussed this issue with some of my clients, all of whom are established and respected publishing houses or packagers in the UK. What came out of the conversation led me to conclude that the training I undertook was definitely worthwhile, and membership of the CIEP/SfEP has provided me with wonderful information-sharing opportunities as well as the right to advertise in their Directory of Editorial Services. Nevertheless, there was much food for thought in the responses I received. Thumbs up for training courses …
Out of House Publishing (now Newgen) consider only the CIEP/SfEP and PTC courses to be "useful and relevant" and then Managing Director Jo Bottrill stated that he "certainly consider[s] freelancers who have completed such training much more seriously".
Constable & Robinson’s website states, "Please note our minimum requirements include training from recognized establishments such as SfEP or the Publishing Training Centre." Aimée Feenan from Ashgate concurs, saying that most Ashgate staff have undertaken some sort of training at the PTC, and knowing that freelance staff are able to work to the same editorial standards means they are more likely to be hired. They also recognize the CIEP/SfEP as a trusted source. And at SAGE Publishing, training is considered important, with the CIEP/SfEP and PTC again being the two most trusted external suppliers. Elizabeth Clack at Edward Elgar felt "that the Publishing Training Centre and CIEP/SfEP courses are good quality and are well-regarded, so it would be a plus point if someone had taken courses with them, although that's not to say that we would only consider freelances who had taken courses with these bodies". She added, "it indicates to us that the freelance has reached a certain level of proficiency and has some understanding of editing/proofreading procedures and 'best practice'. Training is especially relevant if the freelance does not yet have much work experience." Also of note here the fact that she felt that proofreading courses took away some of the risk of the unknown when taking on a new or inexperienced freelancer. Why training in itself is not enough …
Training in itself is not always enough, and some publishers feel they have had their fingers burned by relying too much on freelancers’ training credits. Increasingly publishers are using their own tests in order to evaluate competence.
Jo Bottrill was cautious of advanced membership and accreditation status within the CIEP/SfEP, feeling that these did not always ensure that a freelancer met his exacting standards. Instead, he's "put[ting] more emphasis on the assessment of our own tests and analysis of live jobs. Our quality control and reporting procedures have developed over the last couple of years to ensure we have an appropriate safety net." For Edward Elgar, "another factor when considering whether to work with a freelance is whether they have experience in a particular subject area, because many of our books are quite specialized. For instance, freelances working on our law books may have law qualifications or a background in legal work." Ian Antcliff, one of SAGE Publications’ senior production editors, stated that training, though important, is seen as an add-on. For him, in-house experience makes for an attractive prospect, not because the editors/proofreaders are better, but rather because "it usually ensures that they are sympathetic to and understand the pressure that in-house staff are under (especially with regard to budgets and deadlines)". Ashgate acknowledge that not every freelancer on their books has received formal editorial training – they do have people who were just exceptionally good at learning on the job and being an expert in a particular subject area is also a real plus. Polity’s production manager, Neil de Cort, takes a stronger line. For him, a speculative letter with a list of training courses is of no relevance. Like most publishers, Polity receive a large number of speculative letters every year from freelancers looking for work. Experience counts every time – Neil wants to see that a freelancer has experience of working in the social sciences, and references from other publishers are key. Completion of a training course alone simply won’t get you on their books. Confidence to take on the task
The training I’ve completed to date did indeed get me looked at by several clients when I was starting out. Polity, though, gave me work because of my knowledge of their field of publishing and a good reference from Salt Publishing. Constable & Robinson noticed me, despite the fact that I already met their minimum requirements, because of a recommendation from the Edward Elgar production team.
However, proofreading books published by the likes of Cambridge University Press, Polity and SAGE, who, like all of my clients, have precise and exacting publishing standards, can be daunting to the newbie. And expanding into new publishing genres, in my case from the social sciences to trade, is a different type of challenge. Externally assessed training under the wing of a skilled industry-recognized body gave me the confidence to take on these challenges and feel assured that I was ready for the task in hand. On-the-job CPD and upgrading skills
I’ve no doubt that further courses will provide me with new knowledge and provide excellent networking opportunities. But will I get more work? It depends on what that training is – if it involves ensuring that I can hone my stylistic line craft, then yes.
Ian Antcliff at SAGE emphasizes how essential it is for freelancers to have up-to-date skill sets "with regard to both onscreen editing and Word, and also with ancillary software generally – Adobe, etc. – increasingly so as we move towards onscreen mark-up of proof PDFs". Talking to clients (or reading their blogs and tweets) about what their needs are, how the market is changing, and new ways of delivering our service may be just as informative as any course, and is probably the first thing we should do before deciding where to spend our hard-earned training cash. Summing up
So all in all, the message from my clients was that initial basic editorial training is more likely to get us noticed by publishers, but that it’s not the sole factor in determining whether they place us on their books.
Experience counts for a lot, but so does flexibility over the formats in which we work. Continuing to update our skills in whatever way best suits the needs of our clients will give us the best chance of remaining their freelancers of choice. As for that £19.99 ebook course? It simply wouldn’t have cut the mustard. (With thanks to Edward Elgar, SAGE Publications, Ashgate, Polity, and Out of House Publishing for their generous contributions.) About Louise Harnby
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP) and co-hosts The Editing Podcast.
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