Article
December 4, 2019
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by Stephen

Advice to Myself as a New Indexer

I was recently prompted to think about what advice I would give myself as a new indexer.

My indexing origin story is that I was largely self-taught. How I index has definitely changed over the years, both through trial and error and through learning from other indexers at conferences, the email lists, and books. Looking back, there are some lessons I wish I knew from the start, which would have saved me a lot of frustration.

Vet the Book Before Starting the Index

Indexing blind is difficult. When I first started to index, I would work a chapter at a time, reading the text, marking it up, and then creating the entries. That helped somewhat. Now, I am familiar enough with indexes and with how books are written that I can start creating entries from page one and work forward. But I am really liking this new concept I learned at the ISC/SCI conference this summer, in Ottawa, of vetting the text. I find it helpful now, and I think it would have made an even bigger difference as a new indexer.

I would give myself permission to preview the book first before creating a single entry. I would read the introduction, skim the chapters, and write a rough list of main headings that I am pretty sure will be in the index. That list will probably change somewhat as I read more closely, but the point is to index from a place of knowledge rather than a place of ignorance. Knowing from the start what the book is about makes it far more likely that the first draft of the index will be on target. 

Put More Thought Into the Audience

The audience for the index is obviously importance. That is something I knew from the start. What I would do differently is to take the time to actually write out what the audience or audiences need from the index, and to also draft different headings or wordings for the different audiences. These headings may or may not make it into the actual index; the point is to think more concretely about the audience and to practice writing for different audiences, so that when I am actually indexing I can more easily tailor the index as needed.

Learn to Work Within Space Constraints

One of my biggest pain points, for several years, was clashing with space constraints. I did not know how to index at different densities, and cutting an index was a painful, laborious process that left me feeling bitter and angry. Thankfully, while I still do not enjoy cutting indexes or working under a tight space constraint, I am becoming better at it and it is no longer so painful. 

What I wish I knew from the start is precisely this—how to write an index within a space constraint. I wish I knew how to triage an index, and I wish I knew how to index at different densities. For practice, it would have been a good idea to index the same document two or three times, aiming for a different level of detail with each pass, so I could get a feel for what what a light index is compared to a dense index.

Edit the Index on the Go

The last tip I would give myself to save some angst is to clean up the index after each chapter. The final edit can be quite overwhelming, and any editing along the way would have made the final edit that much easier. This would also allow me to review and familiarize myself with the work done so far, which I think would have given me greater confidence moving forward, as well as making sure that I did not veer off on a wildly different path. When learning to index, there is so much to keep track of that I think periodically stopping to review and regroup would make a big difference.

If you have been indexing for a while, what advice would you give yourself? If you are new to indexing, what kind of advice would you want to receive?

Article
November 27, 2019
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by Stephen

Dealing with Authors and Their Lists of Terms

I recently received the longest list of terms from an author that I have ever received. The list was so long that I immediately contacted the publisher and explained that even with the extra space I had already asked for and received for the index, there was no way that I could include everything that the author suggested. Thankfully the publisher agreed with me and the author later accepted my index, but the list that I was presented with still required a response.

Setting Expectations

The first step, for me, after thanking the author for the list, is to set the expectation upfront that my work will not be bound by that list. I will read the list and use it for reference, but I will not duplicate the list and I will use, or not use, the suggested terms at my discretion. While I welcome the author as the subject expert, I want to emphasize that I am the index expert.

Finding Value in the Lists

The amount of value depends from list to list. I sometimes get the sense that the author believes that I will simply fill in the page numbers for them, using keyword search, which is a common misconception of how indexes are written. That said, I find that these lists can often tell me what the author thinks is important, which I will try to fit into the index. These lists can also highlight aspects of the book that I might not recognize as important—since I am not always the subject expert. So while I rarely follow the lists term by term, they can influence how I work. 

Responding to the Author

If the author has taken the time to put together a list, I assume they have expectations for how the index will look. Since I do not promise to faithfully follow their list, I will often submit a note with the index explaining how I used their list and how I wrote the index, with the goal of forestalling objections. This could include explaining why some terms were perhaps unsuitable or how I used some terms as subheadings instead of main headings, for example. For the index I mention above, I explained that the list was too long and detailed for the space available, and then explained what I did do instead to make the book’s content searchable. Since the author did not request any changes, I assume my explanation was accepted.

What is Actually Helpful

If I am being honest, I don’t really want these lists from authors. It does take time to respond to, and I assume that it also takes up the author’s time, especially for the lists that are long and detailed. It seems like a lot of work for something of limited value. But what can be actually helpful is a short list focused on the top ten or twenty terms that the author thinks is important. The author could even write a short paragraph, in a couple of sentences, explaining what the book is about. Help me see the book from the author’s perspective. That will help me understand the core focus of the index, and then I can figure out the rest.

Article
September 20, 2019
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by Stephen

Do’s and Don’ts for Index Force Sorting

Indexing is so often about following the rules, but today I want to write about breaking the rules. Specifically, the alphabetical sort that is often the basis for organizing entries. 

Force-sorting is when an entry is deliberated taken out of alphabetical order and placed elsewhere in the index. This can happen to either main entries or subheadings. Usually the change is subtle, and there should be a reasonable explanation for the move that the reader can understand and that improves the index. 

Force-sorting should also be used sparingly, in my opinion. The convention of alphabetical sort does serve an important purpose, as a way of training users and meeting their expectations for where an entry should fall. So we don’t want to catch readers by surprise and make them confused. Ideally, the force-sorting will be done in a way that they will not even notice, and they will instead enjoy the smoother user experience.

Now, you could say, why not just manipulate the wording or even, possibly, the spelling, of the entry to naturally get the preferred sort? Would that not be better than violating the sort? In some circumstances, perhaps. But I still want the entries to read naturally, and sometimes manipulating word order can lead to awkward constructions that could cause the user to stumble. Of the two, I think force-sorting can sometimes be the lesser of two evils, and if done well, the reader should not even notice.

There are a few situations in which I either commonly force-sort or have seen it done, which I will briefly discuss below. If there are any situations that you use, and which I do not mention, please let me know. I would like to learn.

Logical Order

Sometimes I will have a series of entries that are in correct alphabetical order, but could, in my opinion, make a little more sense if reordered. Say, for example, I have the following main entries:

  • dog collars
  • dog food
  • dogs
  • dog walking 

which I then change to,

  • dogs
  • dog collars
  • dog food
  • dog walking

This allows the most general entry to rise to the top, while the more specific, and related, entries come after. I see this as a way to say to the reader, “Start here with dogs, and then if you want other dog-related stuff, read further.” The first entry could, of course, be a singular dog, which would also sort first, but I think some entries just work better in their plural form, so I am willing to force-sort to get the same effect.

Introductory Subheadings

Another example of force-sorting for a more logical order is one I mentioned in my reflection last week on subheadings. This is to index introductory material about a subject under a subheading like “about,” “approach to,” “introduction,” or “overview,” and force-sort the subheading to the top of the entry. This gives the reader a clear starting point, and I think it makes more sense to put “introduction” at the beginning, rather than buried somewhere in the middle. 

Names

Names can use a lot of force-sorting to get right, as not all names follow the current western conventions. Two main situations come to mind.

I am often asked to force-sort Chinese names, which I think makes a lot of sense. Essentially, this is applying word-by-word sort to the Chinese names while the rest of the index follows letter-by-letter sort. The reason for this is to make sure that all names with the same surname are grouped together instead of interspersed between other entries. This also keeps everyone named Chen separated from those named Cheng, for example. Why not use word-by-word sort for the whole index? I don’t have a great answer, and I did have one client suggest I just use word-by-word. Most of my clients, though, request force-sorting. Perhaps the perception is that Chinese names are an exception to the rule, while readers will still expect the rest of the index to follow letter-by-letter. 

The other scenario with names, which Enid Zafran discussed in her workshop at the ISC/SCI conference, is for names of kings, popes, and others with appellations. In some history books, these lists of names can get quite extensive, and so Enid suggests imposing the order of saints, royalty and popes, and then nobility and other people of lower rank. This provides a measure of grouping throughout the list, and consistency throughout the index. In the following example, you will also notice that I add an element of chronological order to the two popes. 

  • John the Baptist
  • John of Shanghai and San Francisco
  • John (king of England)
  • John XI (pope)
  • John Paul I (pope)
  • John of Gaunt

Works of Authors or Artists

In some cases, a person—whether that be a scholar, poet, fiction writer, artist, or film maker—may have several works discussed. If it is just one or maybe two works, I probably will not force-sort, but if there are several discussed, it can be helpful to gather these at the end of the entry for the reader to easily scan. If there are several subheadings in the entry, this is done by creating a subheading called “works,” for example, and force-sorting it to the end, if it does not naturally fall there. Each work then becomes a sub-subheading.

Ignoring Articles

I am not sure if this really counts as force-sorting, as it is already the convention to ignore the articles A, An, and The that appear at the beginning of titles of works or places. But if, like me, you prefer to word the entry as A Tale of Two Cities, as opposed to inverting or leaving out the article, the entry will need force-sorting to place correctly. 

Biographies

The last situation I want to mention is in biographies, which I was reminded of by Kendra Millis in her talk on indexing biographies at the recent ISC/SCI conference. As Kendra pointed out, in some indexes the subheadings for the main subject are in either chronological order or page order, rather than alphabetical order. Since the entry for the main subject is often enormous and subentries can easily become buried, these alternative sorts can be attempts to make the main entry easier to navigate. These alternative sorts also require, of course, force-sorting. Personally, I would first try other approaches to bring order to the main entry in a biography, but I mention it here as a possibility and as a force-sorting example.

I hope this discussion and these examples have been helpful. Let me know if you have any other scenarios in which you break the rules. I’m all for both following the rules and breaking the rules, so long as it helps the index and the reader.

Article
September 12, 2019
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by Stephen

Index Subheadings Q&A

Subheadings are, I would argue, essential for a good index. Not everyone would agree, apparently, as evidenced by the indexes one finds with long strings of locators with perhaps the odd subheading tacked on at the end. But as a way to deliver additional information to the reader, and to break up and add meaning to those long strings of locators, subheadings are the primary tool available. Yet subheadings can also be poorly written or included, which can sabotage the whole purpose of using them in the first place. While I realize that different indexers vary on how they use subheadings, here are some of the common considerations I face about subheadings, and how I resolve them.

How many locators must an entry have before subheadings are needed?

My rule of thumb is about six locators before I add subheadings, but I also consider the context before making my final decision. For trade books I might allow up to seven or eight undifferentiated locators, under the assumption that trade books can often have lighter, less detailed indexes. I also consider how important the information behind the locators seem to be, as well as how important the entry is in the context of the index. It also depends on what type of information is being conveyed. A distinction between almond milk, soy milk, and goat milk, as subheadings under milk, for example, seems important to make even if there are only four locators.  Alternatively, there could be nine locators on the same topic with very little to distinguish them, which would make subheadings seem forced. Ideally, my upper limit for undifferentiated locators is ten. 

Going back to those nine similar locators—what if there are fifteen and breaking them down isn’t practical or possible?

I once faced this problem in a book of local history in which a few people, still alive, had been quoted extensively, with like fifteen or twenty locators each. On the one hand, I felt that it was important to index these people, as they were alive and members of the community. On the other hand, they were rarely the focus of the text, instead offering little comments here and there. For that reason, and also for space, subheadings did not seem appropriate, as it would have resulted in long lists of one subheading per locator. My solution was to use a fake subheading, appended to the main heading, along the lines of,

Smith, John, reminisces of 

The locators were still undifferentiated (we do not know what John is remembering), but I think this worked better because the reader was still provided with some additional information about what type of information this was. I think the worst scenario for a long string of undifferentiated locators is to provide the reader with no context, so if all of the locators are similar in some way, it is worth adding a little extra to the entry. 

The space constraint is really tight. Should I just delete all the subheadings?

No. Some subheadings will need to be deleted, but try to do this in a controlled, mindful manner. I like to call it performing triage on the index, which I have written about previously. Basically, my goal is to keep the most important entries as intact as possible, while making most of my cuts on the entries that are less important. Cutting this way will mean more entries with undifferentiated locators, but done right, a good number of subheadings should still be preserved and the reader should still be able to get a good sense of the book from the index.

Is there a magic formula for writing subheadings?

One of the problems with subheadings is that they take up a lot of real estate. So one temptation is to make subheadings as concise as possible. I value concision too, but I have come to value clarity more, even if it takes an extra word or two. Part of this is also making sure that the relationship between the heading and subheading is clear. If the reader cannot understand the entry, then the entry may as well be removed as it is not fulfilling its purpose.

I also try to write subheadings in plain language, alongside the author’s terminology. I don’t want to assume that the user of the index has already read the book or is familiar with the jargon, though this does vary from book to book, depending on the intended audience. For me, using plainer or simpler language is part of making the index accessible.

Do you mix subheadings with undifferentiated locators?

Ah, probably the most contentious question of them all. Personally, I do not like mixing subheadings with undifferentiated, or unruly, locators. Ask a handful of indexers what those orphaned locators signify and you will get a handful of different answers. If indexers can’t agree, I suspect readers will probably be confused too, so I’d rather have no subheadings than have a mix.

I do have two exceptions that I allow. The first is to start the entry with a broad range, such as for a whole chapter, which is then broken down in the subheadings. This tells the reader (I hope) that there is a significant chunk of text on the subject and if they want to start on the first page and read through, they can. The second scenario, which I may do if space is tight, is to leave locators for illustrations undifferentiated, though they would be indicated by the locator being in italics or boldface, for example, so they are still, in a way, differentiated. 

But what about introductory material in the text? Does that really need to be broken down into subheadings?

Introductory material can be tricky to index, as it is usually brief and covers a lot of ground. This could be a paragraph per chapter in the introduction of the book, along with a couple of pages at the beginning of each chapter, as well as possibly a couple of pages at the end of each chapter, to sum up what has been discussed. I have heard some indexers say they leave these undifferentiated, with the assumption that readers will recognize this as introductory material. I don’t want to make that assumption, so I instead gather these into a subheading labeled something like, “about,” “approach to,” “introduction,” introduction and conclusion,” or “overview.” The exact wording varies according to what seems most appropriate for that particular text. I then force sort this subheading to the top of the entry, so readers can start with the introductory material, if they want. 

What are some of the common questions or issues you face? Do you have different solutions to these problems? Feel free to reply and let me know.

Article
September 9, 2019
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by Stephen

How to Set Prices that Sell and Earn Profit

When I first began to freelance, I did not know how to set a price for my work. Instead of being proactive, I accepted what my first few clients offered me, as what they offered seemed fair, I had no prices for comparison, and I was simply thrilled to receive a paycheque. Over time, I realized that different clients were willing to pay different amounts and that other indexers charged differently—some more, some less—than I did. Clearly other people had their own opinions for what was possible and appropriate.

More recently, I have noticed pricing come up a number of times on some of the indexing email lists. One common theme is uncertainty over what prices to set—a position that all freelancers have probably been in at some point. Among more experienced indexers, there seems to be some anxiety about prices falling, as book production by some publishers is outsourced to third-party companies, often overseas. There is also a sense that we, as freelancers, have little control over prices, as in if we do not accept the prices offered, the client will walk. 

I disagree with this sense that we as freelancers lack agency and control over pricing. I agree that we cannot compel clients to pay a certain amount and that clients do have the right to walk, if they wish. However, to say that we have little control is to cede too much control to customers. I believe that we do have a measure of control and agency, and that this issue of price has two dimensions. The first is the actual prices that we set for our services and products. The second is the customers that we engage with, the ones who are paying us for our work. 

Know Your Customers

To address the second dimension first, obviously it is a problem if our customers are not paying the price that we want or need in order to make a living. What seems to be forgotten or not mentioned is that clients vary greatly from one to another, including what they are willing and able to pay. What a small trade press is willing to pay for an index may well be different from what a large trade press is willing to pay, which may be different from a university press, which may be different from a book packager, which may be different from an author paying out of pocket, which may be different from an author paying with a university grant, which may be different from a client in New York, which may be different from a client in rural Arkansas, which may be different from a client in Tokyo, which may be different from a client who is a single parent, which may be different from a client who is a pensioner, which may be different from a client who is the CEO of a business. 

So one consideration, if current clients are not meeting your financial needs, is to change clients. This can be difficult, but I believe that it is possible. Indeed, I believe that one of the advantage we have as small businesses is the ability to pick and choose who we work with, as we simply do not have the time and resources to work with everyone. If you find that prices are low in one segment of the publishing market, then find other segments that pay better. The publishing industry is not static or uniform, nor do you have to serve all segments.

Value-based Pricing

The other part of pricing, as mentioned, is the prices themselves. I do not have a background in business or pricing either, so I decided to do some reading and have so far found and read the book The 1% Windfall: How Successful Companies Use Price to Profit and Grow, by Rafi Mohammed (HarperCollins, 2010). I don’t claim to be an expert, but I did learn a few things which I think are applicable to our work as freelancers. 

First, let’s look at a traditional approach to pricing, which is what I recall being told when I asked around for advice when I first started freelancing. This approach is to figure out living and business expenses, and then charge enough to cover expenses plus a little extra. As Mohammed writes, a lot of large companies approach pricing this way too. The downside is that this approach can miss out on a lot of potential profit. For example, I may need to charge $40 per hour to cover expenses, but what if my client is actually willing to pay $60 per hour? This approach also implies that competitive advantage is primarily a matter of who has the lowest price, which means that whoever has the lowest cost of living or business—who can therefore afford to charge the least—wins. But again, this can lead to the person with the lowest price missing out on profits as not all clients are motivated by the lowest price. What this approach fails to consider is what it is the customer actually values.

Mohammed calls this focus on the customer value-based pricing. While earning enough to cover expenses is certainly important, I suspect that most clients don’t actually care all that much about our expenses. So in value-based pricing, the goal is to understand what the customer finds important in our service or product, and then to position our service or product to meet those values, with a price to match. The question about price switches from, how much do I need to make, to, how much is the customer willing to pay?

In addition to value-based pricing, Mohammed also discusses fifty different pricing strategies. I was also surprised at the variety. They are not all applicable for every business, and Mohammed’s suggestion is to find the handful or more that work for you. These strategies are divided into three broad categories—pick-a-plan, versioning, and differential pricing. These all have different goals, ranging from attracting new customers to setting premium prices, but collectively their purpose is to appeal to a wide variety of customers, who will each value your service or product in different ways. The idea is that by employing multiple strategies, you will appeal to different segments of the market, both higher and lower, resulting in a broader client base and likely more profit. 

As I was reading, some of the strategies stood out to me as possibly applicable for indexing. Some of them, I realized, I already use, though probably not as well or intentionally as I could be. (You may recognize some of them too.) So below are some ideas and comments on a few of the different methods. I make no guarantees as to their effectiveness, nor have I personally tried them all. This is just me brainstorming in public. Feel free to try some of these yourself and let me know how it goes. 

  • Bundle indexing with other services, if you offer them. I sometimes do this with proofreading. It saves the client from having to find and coordinate with another freelancer, I get more income from the project, and the indexing is usually a bit easier because I have already read the book while proofreading. Because of the time saved, I may even give a small discount.
  • Offer a flat fee. I remember Enid Zafran talking about this at the ISC/SCI conference this summer. A flat fee offers peace of mind to the client because it removes the uncertainty and trouble of having to calculate page rates or waiting for the proofs to be ready. Instead, do that work for the client and give them a single number.
  • Offer to negotiate with the client to find a price that is mutually acceptable. I sometimes do this as well, and I really appreciate it when clients are willing to tell me what their budget is or if my initial quote is too high because that allows me to reconsider my offer. Maybe the project is still worth my while if I charge $100 less, for example.
  • Offer different versions at different price points. I think the trick with this is being able to clearly articulate, and then deliver on, what the different versions of the index will look like, and how each version still contains value. A price-conscious client will be still be happy with the cheaper and lower quality index, while the client who values quality or who has deeper pockets may be willing to pay the premium price. 
  • Offer priority indexing for a higher fee, or, conversely, a discount for being willing to wait. I think that rush fees are similar to this, which some indexers already charge. But not all clients are in a hurry, so some might be attracted by a discount where you fit their index in around other, more urgent, projects.
  • Offer a financing plan, perhaps by splitting payment into two or more chunks. This might work for the client who wants the index but who does not have enough cash on hand. 
  • Offer differential pricing based on client type or characteristics. This could work for either corporations or individual authors. Maybe clients who live in a big, expensive city, will be willing to pay more, while a senior citizen may appreciate a discount to afford an index on their pension. The variations can be endless, but if you can gain some insight into your potential client by looking for identifiable characteristics, you might be able to gauge how much they will be willing to pay.
  • Offer periodic discounts or promotions, which could include the client paying an amount upfront to lock in the price for a future project. This may work best if you have a large enough client base to do a mass email or marketing blitz. 
  • Guarantee prices for a fixed period of time. This could work with regular clients, and would eliminate the need to negotiate each time a project comes along, saving you both time. 
  • Incorporate a success fee. This would involve charging an initial base price plus a bonus if the index meets a set standard. The hard part would be establishing the standard and evaluation method, but this might work for clients who are unsure if they want to take a risk on you. 

By this point you may be thinking, “Those are interesting (or terrible) ideas, but I just don’t need that many pricing strategies. How am I supposed to keep track of them all?” I agree that what I have listed here is probably more than is necessary for a single business. I do not plan on using all of them either. The point, though, is that we can be creative with how we price, and that different clients will respond to different strategies. A one-size-fits-all pricing strategy is a strategy for missed opportunities.

Setting Your Prices

To bring all of these ideas together, I want to suggest five steps for setting prices, which is a process I will be doing myself. 

  1. Write a value statement. This is an exercise that Mohammed suggests in which you describe, in concrete detail, the value that your service or product provides. It is easy for conversations about price to be awkward, and I know I can feel embarrassed about making a profit, even though I obviously need an income to live on. But Mohammed suggests that a lot of this awkwardness can disappear if we can understand and articulate the value that we are offering. This knowledge can also make us more effective negotiators and defenders of our prices, because we understand the basis on which they are set. 
  2. Analyze your clients. What do they value? Why are they coming to you, or more importantly, coming back to you? Why are they turning you down for alternatives? What are their next-best alternatives, and what value do you offer in comparison? You can also analyze potential clients that you might want to attract or reach out to. 
  3. Analyze your prices. Based on what you know of your clients and of the value you provide, are your prices accurate? Should prices be higher? Lower? It is important to note that lower prices are not necessarily bad, as they can attract a different segment of the market, which could fill in gaps between higher priced projects or broaden your client base. You just need to make sure that those lower priced projects are still profitable and are not preventing you from accepting higher priced projects.
  4. Develop a pricing strategy. As discussed, pricing can be as dynamic and varied as clients. Think through the clients you have or want, think about what pricing strategies may be attractive for them, select a handful, and see what works. 
  5. Periodically review your prices and methods. Clients, the publishing industry, and the economy all change over time. To keep pace and stay profitable, you may at times need to change your prices and your clients. This is true for all businesses. So be willing to assess and reflect, and make changes as needed.

When it comes to price and who you work with, you do have a measure of control. It may take some work finding the right clients and determining the right prices, but it is possible to be a profitable indexer and freelancer.

Article
July 17, 2019
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by Stephen

Translating the Text for the Index

Words matter in the index.

This may be stating the obvious, but I think it is worth repeating. The terms and phrasing used need to be readily understood by the user of the index. 

The text, of course, is the first place to look for terminology that can be transposed into the index. But as indexers, we also need to be careful about what we use from the text and how. Not all books contain a wealth of terminology that is suitable. 

I often see two main scenarios when alternative terms should be used.

The first is when the author’s terminology should and can be used, and it is also mostly jargon. If we can assume that the audience of the book will also understand that jargon, then there is no problem. But sometimes the audience will include non-specialists as well, and for that audience I think it can be helpful to include other terms, probably as cross-references, for these other readers. I also try to write the subheading using plain language, so that the concept or reference is understandable without having first read the book.

The second scenario is to put in the jargon that the author either does not use or buries. I like to call this translating the text. It is when the author, for the sake of being creative or engaging the reader, uses descriptive language that is enjoyable to read and conveys the concept, but the actual term or phrase that captures the aboutness is either missing or not obvious. This can happen throughout the text, from the title to chapter titles to headings, as well as how sections and paragraphs are written. To give a simple example, I once indexed a book titled Igniting the Internet, which to me sounds like it could be about viral social media posts or celebrities online. Instead, as the subtitle tells us, it was about Youth and Activism in Postauthoritarian South Korea. There are times that indexing requires us to read further or read between the lines to understand what the text is about.

There is the concern of taking this translation too far and of introducing too much new terminology. We do not want an index that is divorced from the text. This is where cross-references play a role, to link and point towards preferred terms. We also need to make sure that any terminology we introduce will make sense to the audience, rather than introducing terms that make sense to us. For one book I googled sales terminology for a sales book that employed a highly descriptive writing style. It was not terminology I would ordinarily use, but the terminology fit the book.

So when indexing, pay attention to the language used. Match the book if possible, and do not be afraid to do some translating if need be. The reader will only be able to find information if they can first understand the index.

Article
July 10, 2019
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by Stephen

Editing the Index on the Go Redux

Last week I tried to puzzle my way through the concept of editing the index while the entries are being created, as opposed to saving most of the editing for the end of the indexing process. As I wrote, some indexers say that they save a lot of time by working like this, which I accept in principle while finding that it can be difficult to implement. 

Coincidentally (I promise I hadn’t recently checked the conference line-up), the first speaker at the Indexing Society of Canada’s conference in Ottawa last week was Anne Fifer, with a presentation titled “Edit Your Index Without Pain.” I did find Anne’s talk helpful for clearing up some of my questions and misconceptions, so I am going to revisit the topic with some of Anne’s insights. I thought you might find it helpful too.

First, to set expectations, editing is still required at the end of the indexing process. It is not possible to eliminate editing entirely, but the amount can be reduced. Anne said that often she just needs a day for the final edit. 

Anne’s approach seems to be two-fold. The first part is to use the full capabilities of her indexing software to streamline indexing. Specifically, extensively using labels to highlight entries that need different sorts of editing or extra attention, so that these are easy to find later on. Anne also discussed custom dictionaries for accurate spell check, which I can see to be helpful if one is working on a lot of medical indexes like Anne does, but I don’t really see the benefit for books that lack such specialized terminology. I don’t see myself making custom dictionaries for the books I typically index.

The second part to Anne’s approach is to lay the necessary groundwork for the index at the start. Part of this is making sure that all necessary resources are in easy reach, which is a good reminder that the details of our work environment can make a difference. The largest component is to establish the index structure from the start, which Fred Leise discussed in more detail in his talk (Fred also has an article in The Indexer 34(4)and has presented a webinar with ASI on his approach to structure, if you want to learn more). The benefit of this is that once established, the structure does not need much editing later on, if at all. It also provides the framework to slot entries within as one works through the text. Thinking through the structure upfront was my biggest takeaway from the conference, and something I will be adding to my indexing practice going forward.

Anne also discussed editing in small increments. Part of this is doing a small edit at the end of each day for a specific list of common issues that she looks for. Part of this is also isolating and editing in batches the previously labeled entries. This means that a lot of spelling, formatting, or other common issues are already dealt with by the time Anne reaches the final edit. As I wrote last week, I find it difficult to focus on editing at the end of the day, but I like the idea of being self-aware of issues I commonly need to fix and of proactively fixing them in batches. This could also be done at the start of the day, for example, if I don’t want to do it at the end.

All told, I think Anne has some practical tips to make editing easier. I hoped you learned something too, and are able to become more efficient in your indexing.

Article
July 3, 2019
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by Stephen

Editing the Index on the Go

With our income as indexers often proportional to the amount of work we can complete, efficiency is key. I want to consider today a practice that I know some indexers use, which is editing as the index entries are created. In theory—and I have heard some indexers say they manage this in practice—by the time you reach the end of the book, very little editing remains to be done. 

I have to admit that while I try to do this, I still tend to split indexing into two distinct phases. There are aspects of the editing-in-the-go approach that I struggle with. So this is more of a self-reflection than a how-to. Maybe you will get some ideas for what works for you. 

There are definitely a couple of advantages to editing as you go, which I try to keep in mind as encouragement. The main one for me is that the content is dealt with while it remains fresh in my mind, which means less going back and double-checking later in the indexing process. This should save time during the final edit, as most of the issues in the index will have already been dealt with. 

Still, I find there can be some barriers to putting this approach into practice. I often find that creating the entries and editing the index requires me to think in different ways, and it can be hard to switch back and forth between entry mode and editing mode. After several hours of entering entries, having to go back and edit can also seem too taxing for my tired mind. And sometimes, especially for more complicated texts, I find I don’t really understand the text until I’ve had a second look at a later date. In this instance, editing is very much part of my process for understanding the text. I also suspect that editing on the go requires a clear sense of what the final index should look like and what constitutes a good final draft.

When I find editing-as-you-go most helpful is for books that are organized into discrete chapters or sections. If I know that armadillos are primarily discussed on pages 34-63, then a quick edit of that one entry, before moving on to the next section, does save time later on. Unfortunately, not all books are this well organized, and a quick edit is still needed at the end to make sure the entry still holds together. Also, something I should do more of, and to avoid the excuse of tiredness, is to do a quick edit after every chapter, to clean up any obvious errors or redundancies. 

Another form of editing which can be done early in the indexing process is to establish consistent wording, particularly for elements like glosses. I may not always know what I want to use right away, but once I do, it can be worth taking a moment to go back and fix, and then be consistent going forward. This can also be done to consolidate subheadings, if I decide partway through to change the wording or how I am gathering locators.  

Otherwise, I have to admit that if I am not certain about a particular entry, I tend to just keep going. I will put in my best guess or use some sort of placeholder wording, and I may write a separate note for myself about the issue, and then I will come back later during the editing phase. There are elements of indexing on the go that I use and can better incorporate, but I do like the editing phase. I find that I view the index differently while editing, which is valuable in its own right. 

How do you index? Do you edit as you create the index entries? Why do you do it, and what works best? Let me know, if you have a moment. I am curious to know what works for you.

Article
June 27, 2019
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by Stephen

Why Correctly Identifying the Metatopic Matters

I have been reluctant to write about metatopics. It is already extensively discussed by Do Mi Stauber, Janet Perlman, and Margie Towery in their books, as well as, I assume, elsewhere. Appropriately handling the metatopic is also one of the trickier aspects of indexing to master. I am not sure what I can add to the discussion that is new. I also suspect that reading about the metatopic only goes so far. The best learning comes from taking theory and applying it to real books, though perhaps that is simply how I learn best.

Still, I was recently talking with a new indexer who was struggling with the metatopic, and a misconception came to light that might be worth highlighting. Specifically, this new indexer was feeling overwhelmed by the multiple metatopics which she had identified in the book. The misconception was that the metatopics identified were actually main topics, or what Margie Towery might call supermain headings. These are clearly important topics that need to be in the index, but they do not encompass the whole book, which is what differentiates main topics from metatopics.

I like what Janet Perlman says about the metatopic in her book, Indexing Tactics & Tidbits (Information Today, Inc., 2016):

“…The metatopic is intertwined with aboutness. When the indexer can make a cogent statement of what a book is about, whether it be a word, a phrase, or a sentence, he has identified the metatopic of the book.”

There is usually only one metatopic in a book, sometimes two if a book has dual subjects. It may be a complicated metatopic, requiring a sentence or three to explain, but it should still be a single topic or concept that encompasses the whole book.

Correctly identifying the metatopic is important because this impacts how the metatopic is handled in the index and how the whole index is structured. This new indexer was having trouble because she was trying to follow the advice to disperse information away from the metatopic entry. This is generally good advice, and the reasoning is, since everything in the book, theoretically, falls under the metatopic, all main topics should stand on their own as main entries. In this approach, the metatopic should be a signpost to the main entries via cross-references, and should only gather general information that are not able to stand alone. It is usually not a large entry. This approach works fine when there is a single metatopic, but not if you are trying to disperse information for multiple topics. As this indexer learned, if you are trying to disperse all of the information from all of the main topics, the index quickly loses all sense of structure and some information simply does not stand alone very well. 

The flip side to dispersal is gathering, and while gathering the whole book under the metatopic entry is not practical, gathering under individual main topics is. This is why we need to distinguish between the metatopic and supermain headings, because these different types of information and entries are handled differently. As I have discussed previously, entries should contain or direct readers to everything they need to know about that topic. Overly large entries can be split up into smaller chunks that are still meaningful, but we should see dispersal and gathering as complementary techniques for structuring the index. They each have their role, and the starting point is correctly identifying the different components of the book and how those components translate into the index.

The metatopic plays key role in the index, but only if it is first correctly identified.

Article
June 25, 2019
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by Stephen

AFCon 2019 Debrief

It has been almost two weeks since I attended AFCon, the Ancient Faith Writing and Podcasting Conference, which took place in a little under 48 hours on June 13-15. It is a conference put on by Ancient Faith Ministries, an Orthodox Christian organization in the US which has substantial publishing and podcasting/online radio arms. I am an Orthodox Christian myself, and while I was not sure how much my writing interests would overlap with Ancient Faith’s, there were a few people I wanted to meet.

Overall, I am glad I went, though June has also been an incredibly busy month for indexing. I was quite stressed going into the conference, and now that the conference is over I still haven’t had time to think through how I want to proceed. Still, here are a few thoughts and impressions so far.

  • The venue, Antiochian Village, in rural western Pennsylvania, really is like an Orthodox hotel. I’ve never been anywhere quite like it.
  • I am really glad I made the effort to attend the daily services, including the early morning ones. I think the services helped to ground and settle me, as I was off-kilter from stress and being around so many strangers and in an unfamiliar place. I have also never heard anyone sing the gospel readings quite like Father Andrew Damick. Beautiful. 
  • I need to sing the hymn “Rejoice, O Bride Unwedded” more often.
  • Speaking about singing, the small music session that Benedict and Talia Maria Sheehan led was perhaps the highlight of the conference for me. It was so relaxing to casually sing folk songs and spirituals with a large group of people. You can read more about small music here.
  • I did talk to the editors at Ancient Faith Publishing. No solid plans yet, but it was helpful to get a better sense of what they are looking for, and to receive their encouragement to write. 
  • I really appreciate Fr. Stephen Freeman’s talk on shame, particularly his distinction between shame as how you feel about who you are and guilt as how you feel about what you have done.
  • I am still thinking through Deacon Nicholas Kotar’s talk on culture creation, which also ties into the Sheehan’s small music. Dn. Nicholas’s talk was excellent, and avoided the pitfalls of romanticization of the past, eurocentrism, and setting up an us/them dichotomy. Where I stumble is the question, which culture do I create in, or, which culture do I belong in? Put another way, which cultures am I allowed to create in? I often feel like my identity is fragmented between my various experiences and contexts. For example, my childhood in Taiwan versus my current adulthood in Canada. Or, growing up Evangelical and now being Orthodox. Or even British Columbia versus Alberta. I usually feel like I exist on the margins of whatever community I find myself in. That said, culture, in this context, was defined as what people do when they are together, which seems a pretty accessible definition and one I can get behind. 
  • I scribbled down a couple new ideas for stories. Maybe my next writing projects?
  • I appreciated Angela Doll Carlson’s weekly practice with her Sunday School class of identifying one thing that is beautiful and one thing that is true. 
  • I did not realize that copyright would be so interest. Many thanks to Eric Jansson for his talk. 
  • Thank God for priests who are nerds. The Tolkien panel, moderated by Fr. Andrew Damick, was a fun way to end the conference. Lots of moments for laughter. Though as wonderful as the Lord of the Rings is, I would like to see more attention given to newer works, to see if we can find and nurture contemporary equivalents. 

The next AFCon will be in two years. Hopefully I will be able to attend again. In the meantime, back to writing (and not just indexes, though back to indexing too).