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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.

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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.

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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.

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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.

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Business Changes Ahead

Last week in my recap of the Indexing Society of Canada/Société canadienne d’indexation conference I alluded to business change, which is a difficult subject to write about. Change is inherently disruptive, as it usually involves some kind of ending as well as a new beginning. Change also affects the web of relationships with colleagues and clients that I exist in. It is also often personal, especially in a single-person freelancing business, as I am the one making the change.

At the same time, I think that change is natural and even necessary in a business. I change as a person, in my interests, goals, experience, and circumstances. The publishing industry around me is also always changing. I believe that a successful business requires a certain amount of mindfulness and self-reflection in order to know when to change and when to hold the course. It may be that not changing is the right decision—I certainly do not believe in change for the sake of change—but that decision to not change should still be a conscious choice. 

I mention all this because I am feeling myself to be at a point of change. Really, to be honest, I feel like this whole year so far, and part of last year, has been a gradual reorientation in what I want to do for work.

 Being a freelance indexer, for me, has never really been about indexing. The original purpose was to create a more flexible schedule and an income to support my writing. Ironically, in doing the hard work to establish a freelance business, and then keeping up with the increasing requests for my services, I really have not done much writing. I have not put the time into writing, like I have for indexing, to become a published author, which is still a goal of mine. I have been feeling this discrepancy more acutely in the last couple of years, which is leading me to wonder: Can I change my business to incorporate more writing? Should I change and trade (some) steady income for a risky venture? What if I completely fail at being an author?

These are not easy questions to answer. The ideal scenario, at least as I envision it now, is to write part-time and index part-time. But cutting my indexing work in half overnight is not practical or sustainable. 

This year I have made a renewed effort to blog every week, and have also started to write a weekly reflection on indexing. Even committing to this has felt at times like a struggle, in relation to my indexing work, but I think it is also proving helpful for establishing a regular writing habit, and to orienting my focus more towards writing.

For fiction, I am trying to commit to one half-day a week, which is really a struggle, akin to drawing my own blood sometimes, in the face of looming indexing deadlines. But I do enjoy those mornings when I show up to write, and I feel like progress is being made, even if just in very small increments. My goal is to eventually work on fiction two mornings a week, and perhaps work up from there. 

I am writing this because I want to let you know of this change that I am trying to make. You will probably see more posts about writing, mixed in with the posts about indexing and freelancing. Eventually–hopefully–even some stories and news about publications.

I will still index, of course, though instead of using the lessons learned at the ISC/SCI conference to expand my indexing business as far as it can go, I am hoping to create more time to write—to index the same amount, or maybe a little less, in less time, essentially. I am excited to see what results from these changes, and I am also a bit scared. It will also mean a lot of work, starting with trusting myself that this is the right decision to make at this time. Thank you for following along. I do appreciate it.

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ISC/SCI Ottawa 2019 Indexing Conference Recap

I am home from the Indexing Society of Canada/Société canadienne d’indexation’s conference in Ottawa, back to working on an index that is due ASAP while also trying to recover from a few packed days at the conference and a late flight home Sunday night. I do enjoy the conferences—one of the best ways to gain a sense of community, in my opinion—and the conferences are exhausting, for this rather shy person. More so this year, perhaps, due to a busy couple of weeks in the lead up. For the first time ever, I skipped out on a session for some alone time. 

Still, I thought I’d jot down a few highlights while the conference is still fresh in my mind.

  • One of my key takeaways was to better learn how to vet books (to use Enid Zafran’s term) prior to indexing, and to get a much better handle on the index structure at the beginning of the indexing process, as per Fred Leise’s excellent presentation. This feels like a natural next step in improving how I index.
  • I also have much food for thought on how to run my business from Pierre Joyal’s presentation on incorporation, as well as from conversations with another more experienced indexer. I feel like I have to be very careful in how I grow my business, as I don’t want to focus on growth to the exclusion of writing. If anything, I want to index less so that I can write more. At the same time, I expect that I will index for many years to come, so I do need to pay attention to the business side of things. I think what I need is a business that grows in such a way to support the work and life that I want, rather than growth at any cost. 
  • I am very thankful to have attended Enid Zafran’s all-day workshop on indexing names, especially as Enid announced that she is slowing down and that this might be her last workshop. She is a masterful teacher and indexer, and I definitely learned a few things about names that I did not know before. 
  • Kate Mertes is also an excellent presenter, and her talk on index locorums was illuminating. That said, outside of Biblical citations, I don’t feel at all qualified to take on an index locorum. Kate definitely has a unique set of skills.
  • This conference felt like the beginnings of a generational turnover. There are a number of indexers in both the Canadian and American societies who have decades of experience, and who have done so much to teach and mentor. It seems like more of them are starting to either slow down or retire. I am glad that they are still with us, but this conference did seem to be a reminder that a new generation will need to step up in the next few years. 
  • I am no longer a coordinator for the Mary Newberry Mentorship Program. That responsibility is now passed on to Linda Christian and Alexandrea Jory. I think they will do an excellent job, and after two years of putting the program together, I am ready to pass it on. Still, letting go is bittersweet. 
  • For a door prize I picked up a hard copy of the manual for the new Cindex 4.0. I guess this means I better upgrade. 
  • The biggest surprise of the conference was being given the Tamarack Award, which is for volunteer service “above and beyond the call of duty.” In my case, so I was told, largely for putting together the mentorship program. I was also told that my face turned several shades of red while receiving the award. Many thanks to all present for your kind words and acknowledgement. If you are interested in knowing what the award looks like, here it is perched on one of the bookshelves in my living room.
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Index Live-Tweet Debrief

As you may have noticed, two weeks ago, on May 6, I started live-tweeting my indexing process, as I indexed the trade book Almost Human: The Story of Julius, the Chimpanzee Caught between Two Worlds. Those tweets are now compiled, with some additional commentary, which you can find here. I also want to take a moment to reflect on the experience.

First of all, I am glad that I did it. I have had the idea for at least a few months, wondering what live-tweeting an index would be like. Now I know, and it feels good to put the idea in action and see it to its conclusion. 

I am also very thankful for everyone who took the time to follow along, and to comment, ask questions, retweet, and like specific tweets. It was encouraging to know that I was not tweeting into a void. The indexing community on Twitter is supportive and positive, so I am glad to have you all with me. I hope the experience was interesting for you as well. 

As for my goal of raising the profile of indexing, even if just in a small way, and of reaching authors, editors, and publishers—I don’t really know how that went. As I learned, Twitter provides limited data. I was able to see how many impressions each tweet received, and of total impressions over the course of a day, but an impression simply means, if I understand it correctly, that someone saw the tweet. It could have been someone scrolling through their Twitter feed without really reading the tweet, or it could have been someone who was actually interested and following along. So while the live-tweets apparently got several thousand impressions over the course of the week, I don’t know how engaged those impressions where. Also, unless someone took the time to comment, retweet, or like, I don’t know who those impressions are from. So, maybe I met my goal? I don’t really know. All I can really go on is the feedback I receive from people who noticed and took the time to say something.

As for the indexing itself, I would make a couple of changes if I did this again. I found that I had less to tweet about as the index progressed, so I would put more effort into pre-planning some topics and making sure tweets were spaced out. I would leave room for spontaneous tweets as well, of course, but I think having a rough plan or outline ahead of time would have been helpful. I would also try to ensure that I was only working on that one project, so that I could finish the index in 3-4 days. I think having the indexing spread over seven days, due to a second project I also needed to finished, resulted in some live-tweeting fatigue. It is too bad how the scheduling worked, though that is also an insight into how I work, with overlapping projects when deadlines demand. 

I am not sure if I will do this again. As I mentioned above, I think it is a fun idea, but it is hard to tell how effective it is for reaching people. To switch things up, I wonder how it would be to live-tweet with someone else, so that there is more of a conversation throughout. That might be interesting to try. At the very least, I am glad that I tried something new and pushed myself out of my comfort zone. And thank you again to everyone who followed along.

If you are interested in reading the book, Almost Human, by Alfred Fidjestøl, it is forthcoming later this year by Greystone Books. You can learn more about it here. Many thanks again to Greystone for giving their permission for this live-tweet. They are a fantastic publisher and a pleasure to work with. 

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Internal Consistency in Indexes

Consistency is key in the quest to provide a smooth user experience. How the index works should be largely invisible to the reader. What we do not want is the reader to find errors or inconsistencies which cause them to question whether their interpretation of the index is correct or whether they are finding everything that should be available. 

In this post, I am going to write about internal consistency, which is making sure that the index is internally consistent with itself. Imposing consistency begins at the start of the indexing process, with selecting which formatting conventions to use and making initial decisions about what kinds of entries to capture. It then continues to be applied during the editing phase, when decisions are reaffirmed and double checked. 

Wording

Consistent wording is a subtle way to add consistency. This is part of gently shaping the reader’s expectations around preferred terms and how to recognize similar information.

If two or more synonymous terms are available, pick one as a preferred term and use it consistently, with a cross-reference if necessary. For a recent book I indexed on the annual encampments of the American Canoe Association, I choose to consistently use the word “meet” for each individual encampment, as in Jessup’s Neck meet and Grindstone Island meets. I could have chosen the terms “camp” or “encampment” instead, which were also used in the text, but I thought meet gave a better sense of community (an important theme in the book), it was short, and by using the same term I hoped to indicate to readers that these dozen or more entries throughout the index were all the same kind of thing. If I had also used the term camp, as in Jessup’s Neck camp, I was concerned that some readers might have questioned how a camp was different from a meet. 

Consistent wording can also be used in subheadings to indicate similar content. Using the same subheading across several entries, as such “accommodation” in a guidebook, indicates to the reader that the same kind of information is provided for all of the locations discussed. Within a single entry, similar wording can gather subheadings so that the reader can easily see all of the related information. For example,

Los Angeles: population growth; population projection

Glosses

A variation on consistent wording is being consistent with glosses. An index can have glosses for different types of entries. Within each type, though, try to provide the same information in the same order. Otherwise, I think inconsistency is visually disruptive and can cause the reader to spend too much time rereading entries to make sure it says what they think it says. For example, the following is not a good idea. Pick a style and stick to it.

Henry VIII (king of England)

James II of England

Louis VI (French king)

Louis XIV (king of France)

Victoria, Queen

Locators

Another basic place to impose consistency is with locators. Are ranges consistently identical, if used at all? Are typographical elements, such as bold or italics, used consistently to indicate figures, tables, or other illustrations?

Treatment of Topics

The last area I will discuss is the treatment of main headings and topics. Consistency here can happen in a couple of different ways. The first is to make sure that all examples of a certain type of information is picked up. To give a simple example, if I decide to index dog breeds, then I should make sure to pick up all breeds mentioned, so that the reader is not wondering, “I see the entry for Dalmatians, but what about Labradors? I am certain I saw Labradors mentioned in the book.”

Another way to be consistent is to treat similar topics similarly. If I decide that some supermain headings should have subheadings to indicate their importance and to break down a longer range, then ideally all supermain headings should have subheadings, even if some ranges are shorter. This is not always possible, if a topic is important but only discussed on 2-3 pages. But I think that consistent treatment is important, when possible, to help the reader identify similar topics and relative importance. 

These are the main areas for internal consistency that I think about when indexing. This can appear to be nit-picky, but I do think that it is the small details that can elevate an index and make for an easier user experience, without the user necessarily knowing why it is a nicer experience. When you index, what areas of internal consistency do you pay attention to? Feel free to reply and let me know. I am curious to know what other areas we should pay attention to.

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Index Entries, Reconsidered

First, a definition. An entry, sometimes also called an entry array, is a single unit comprised of the main heading and everything that goes with it, which can include subheadings, locators, and cross-references. It is complete unto itself.

Yet though complete unto itself, a single entry is not an index. An index, rather, is formed by multiple entries—often hundreds or even thousands of entries—placed together. It is this unity out of many that allows an index to point readers towards so many different pieces of information in the text.

To succeed in its function, an entry needs to be clearly written. The user of the index should understand exactly what they can expect to find if they go to where the entry points. Subheadings and cross-references are tools that can be used to achieve this clarity. 

The entry also needs to contain the sum total of everything the reader needs to know about that specific subject. There is no ideal length for an entry, so long as the entry contains everything it needs. Each entry will be unique. 

Having said that, since an index consists of entries in aggregate, there should be consistency in how entries are written and formatted. Subheadings should be written in a similar style and used for similar reasons, for example. Exceptions can exist, so that each entry can be the best that it can be, but overall there should be a sense of unity to the index, which stems from the entries working together.

It is also important to recognize that not all entries are equal. Metatopic and supermain heading entries, for example, will likely be expansive, reflecting the role of those topics in the text. Regular main headings and other lesser details will likely have simpler entries. If index length is an issue, some entries may have to be prioritized over others, by way of elimination or brevity.

An entry is quite elemental and basic to the index; it hardly seems worth talking about. Yet it is also the building block out of which the index is constructed. It is possible to write a poorly written entry, which obscures and confuses rather than illumines, which in turn will lead to a mediocre index. So I think it is worth asking, what makes a good entry? Get the basics right, and the rest of the index will follow.

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Mastery Before Speed

Photo by CHU TAI on Unsplash

I have been reminding myself recently to not get frustrated over my slow progress writing fiction. 

It has been a dream of mine since I was a kid to be a writer. In grade four I managed to turn a two-page story assignment into an epic that was at least ten pages long. I am not sure now if it was ever finished, as I remember hiding on the top floor of our house the morning it was due in a frantic last-minute attempt to finish.

Yet I have to remind myself that I still have a lot to learn about how to tell a good story, and that I do have a day job, after all. I am not going to publish a book overnight. 

And yet, I get frustrated.

If I can lean into the frustration, though, it is a good opportunity to focus on mastery. 

The need for mastery was first drilled into me my first summer tree planting. Tree planters are paid by the tree, and since prices averaged ten or eleven cents, it was in our best interest to plant fast. Yet speed without proper technique (by which my foreman meant planting a tree in a single fluid motion before striding three steps to plant the next tree) and the ability to read the ground (to find the best spot to plant the tree in) isn’t really speed. Sure, you’d be faster than someone who was slow and had poor technique, but the best combination was technique first and then speed. 

I see this too with indexing, both in my own career and in some of the new indexers I talk to. Since freelancing is (usually) for employment and income—and for some people, they do not have a backup source of income—speed is often seen as key to success. But attempting to go fast without mastering the basics is usually going to lead to greater stress and more time wasted trying to fix errors made in haste. I do believe that newer indexers are capable to writing great indexes—it is just going to take a little longer, most likely, and that is okay. Taking the time is part of making a new skill second nature. 

Bringing this back to writing, part of my frustration is that I can see that I have a much higher mastery of indexing relative to writing fiction. This makes sense, because I have spent most of the last nine years focused on indexing. I realize that I need to put the same time and focus into writing as well. And yet I wish I could just transfer mastery from one domain to another and bypass the work. Especially as making time for writing is, well, another issue. 

Still, mastery before speed.

I have to keep reminding myself of this order. I can see how it got me through tree planting and then indexing. Now, I need to put in my time with writing, to accept this time of learning the craft and becoming grounded in the basics. Speed will come soon enough.