Article
June 25, 2024
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by Stephen

When Subheadings Are Not So Useful

I love subheadings. They add so much to an index, breaking down long strings of locators into smaller chunks, highlighting meaning distinctions, and gathering related entries into lists so readers only need to search in one place. As I discuss in my last reflection, subheadings can also reflect the story that the text is telling. Well-written subheadings are clear, specific, and meaningful.

But…in indexing there is always a but. Occasionally, a project comes along that proves the exception. 

This happened with a recent index I wrote, for To See What He Saw: J.E.H. MacDonald and the O’Hara Years, 1924-1932, by Stanley Munn and Patricia Cucman (Figure 1 Publishing, 2024). J.E.H. MacDonald was a Canadian painter and a member of the Group of Seven. He fell in love with the landscape around Lake O’Hara, in the Rocky Mountains, and spent several summers there painting. This book takes an interesting approach to MacDonald. Over the course of almost twenty years, the authors sought to identify the exact locations where MacDonald painted. The bulk of the book is composed of a brief discussion of each of the O’Hara paintings, alongside a photograph of what the scene looks like today. The rest of the book is composed of an introduction, an overview of each of MacDonald’s eight trips, and excerpts from MacDonald’s diaries and other writings. The result is a beautifully illustrated coffee-table book. 

The instructions from the press were to only index the paintings, people, and places. While narrow in scope, there isn’t too much else discussed, and these are what readers are most likely to want to find, so I thought the instructions reasonable. Figure 1 Publishing is also very good at providing clear specifications for how long the index can be. For this book, the specs were 55-60 characters per line, for 675 lines total. 

I quickly realized that the book mentions a lot of paintings and places. The book discusses 226 paintings, almost all of them by MacDonald. With each painting taking up at least a line, some of them more, the paintings alone fill up about a third of the index. The rest of the index is mostly places—mountains, lakes, creeks, trails, huts—in and around Lake O’Hara that MacDonald either painted or visited. In comparison, only a few people are mentioned.

I also realized that the book contains a lot of repetition. For example, the same mountain may appear in a couple dozen different paintings. That mountain is mentioned again in the overviews of MacDonald’s trips, and then again in MacDonald’s diaries. This kind of repetition makes sense given how the book describes the same events and paintings from different angles, but it does mean that the mentions add up. Arrays with especially long strings of locators include Cathedral Mountain (49 page references), Hungabee Mountain (39 references), Odaray Bench (34 references), Lake McArthur (32 references), and Lake Oesa (27 references).

Normally, I would add subheadings to these arrays. Asking readers to look up each page reference is a big ask. But for this index, I left those strings, for paintings and places, intact. 

Not using subheadings was a conscious decision, and one I didn’t make lightly. My initial instinct was to find subheadings. But as I indexed and considered the entries, I also realized that subheadings would not be so useful in this particular index. Wanting a second opinion and to avoid surprising the press with a departure from my usual approach, I also queried the editor I was working with and got their approval.

I decided to not use subheadings for two reasons. One, I realized that too many subheadings would quickly make the index too long. Unfortunately, space constraints can sometimes mean putting aside the index that you want to write for the index that fits. In these situations, I need to be strategic about picking and choosing the subheadings that will have the biggest impact, while also being okay with other arrays not having subheadings. 

More importantly, though, for this book, I couldn’t think of subheadings that I was satisfied with. For subheadings to be effective, they need to clearly articulate additional information that readers can use to narrow their search. But what if there are no clear distinctions between locators? In that case, I think the long strings of locators should be left alone. It is not helpful to introduce artificial distinctions or to get so granular that context is lost. 

As I mentioned, this book contains a lot of repetition. Places either appear in MacDonald’s paintings, are places that MacDonald visited, or both. This doesn’t provide much to hang a wide range of subheadings. 

I briefly considered listings all of the paintings that each mountain or other feature appears in, along with a subheading for MacDonald’s presence at. For example, 

Cathedral Mountain: MacDonald at; in painting 1; in painting 2; in painting 3; in painting 4; in painting 5; etc…

But this approach presents a few problems. Some arrays would have been enormous, with a dozen or two subheadings for each of the paintings. Besides the space issue, I’m not convinced that listing each painting would have been meaningful to readers. Would readers remember the titles of individual paintings? In many cases, multiple paintings shared the same title. Thankfully, the authors give each painting a unique alphanumeric code, which I included in the index to differentiate. For example, “Lake O’Hara (25-1.3(S))” and “Lake O’Hara (30-3.1).” But I imagine it would still be difficult remembering which is which. Alternatively, I could have created a subheading for “in paintings,” but that would have still resulted in a long string of locators, as would the subheading “MacDonald at.” “MacDonald at” also isn’t very useful since readers can presumably assume that MacDonald was there, as that is the focus of the book. 

Given the space constraint and that either way—with a couple of generic subheadings or without subheadings—the arrays would have long strings of locators, I decided it was best to keep the arrays simple and to forego subheadings. This does mean that readers will need to search through each locator, though readers should also quickly notice the repetition, and it is all there for the dedicated searcher. 

This isn’t to say that I avoided subheadings entirely. I did use them in a few places, mostly for people, though even with people I found it difficult to avoid longer strings of locators. Many of these references are brief mentions and again reflect the repetition throughout the book. For example, here are two arrays for MacDonald’s friend, George Link, and wife, Joan.

Link, George K.K.
     about, 234, 343n83
     Lake O’Hara Trails Club and, 340n25
     MacDonald and, 82, 91, 104, 107, 113, 114, 143, 215, 224, 233, 234, 239, 243, 249, 252, 253, 254, 256, 258, 264, 294, 301, 307, 308, 310
     photographs, 246, 260

MacDonald, Joan
     encouragement from to travel west, 13, 202, 205
     letters to, 93, 96, 115, 120, 121, 122, 131, 167, 175, 200, 203, 204, 205–6, 211–12, 229, 230–31, 236, 240, 256, 265
     Links and, 341n47
     MacDonald’s departure west and, 250
     mentions in MacDonald’s diary, 304, 308
     O’Hara trip with MacDonald, 36, 123, 191, 217, 221, 222, 223–24, 259
     photo album, 224

While I highly encourage you to include subheadings and to make sure that subheadings are clear, specific, and meaningful, I think it is also worthwhile considering the exceptions to the rule. I hope that my approach to the index for To See What He Saw, about J.E.H. MacDonald’s paintings in and around Lake O’Hara, is helpful for considering when subheadings may not be useful. If there is a lot of repetition in the text, if it is difficult to find meaningful distinctions, and if there is a hard space constraint, then it is okay to have long strings of undifferentiated locators. It is not ideal, but it may still be the best solution for that particular text and index.

Article
February 21, 2024
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by Stephen

Indigenous Terms and Names, Indexing

Living in Canada and regularly working with a number of Canadian presses, I’ve had the privilege, since I’ve begun freelancing, to index several books relating to the Indigenous Peoples of Canada. There seems to be a growing trend in Canada to publish books by and about Indigenous Peoples. I’ve also noticed what seems to be a further trend in the books I index, which is the preference for using Indigenous terms and names over their English translations. Often to the point where the reader needs to have or quickly develop a good working knowledge of these terms in order to read the book (or at least to have the glossary bookmarked for easy reference), because once the English translation is provided in the first instance, it is often not provided again.

This observation of mine is purely anecdotal. I don’t have access to the decision-making that lies behind these books, and I can only speak to the books I have personally worked on. However, it has happened enough times that it seems more than coincidence, and I think it is worth highlighting and celebrating.

I most often see Indigenous terms and names used for personal and place names, as well as for significant concepts, objects, and traditional practices. This often happens in books by and about specific Indigenous nations. For example, last year I indexed Tiná7 Cht Ti Temíxw—We Come from This Land: A Walk through the History of the Squamish People, by the Squamish Nation (Page Two, 2023) and Lhù’ààn Mân Keyí Dań Kwánje Nààtsat—Kluane Lake Country People Speak Strong, by the Kluane First Nation (Figure 1 Publishing, 2023). I also sometimes see a lot of Indigenous terms in books written from an Indigenous perspective, when the author wants to discuss Indigenous concepts in an Indigenous manner. The most striking example that I’ve indexed so far is Our Hearts Are as One Fire: An Ojibway-Anishinabe Vision for the Future, by Jerry Fontaine (UBC Press, 2020), which uses terms from the Ojibwaymowin language for all major concepts. My sincere thanks to Jerry Fontaine for answering all of my language-related questions.

As a white settler who does not speak an Indigenous language, needing to quickly become familiar with these terms and names is an additional challenge when indexing. And, I think it is a challenge that is worth the effort. So much of culture, identity, and knowledge is bound up in language. While these are Indigenous terms used in an English context, rather than books written entirely in an Indigenous language, incorporating and using these terms is still an important step towards revitalizing these languages, as well as reminding settlers—or realizing for the first time—that there is a richness already here that is worth attending to.

Let’s jump into a few examples.

Indigenous people can have both an Indigenous and an English name. Both may be given in the book. This was especially true for the book by the Squamish Nation, with people primarily referred to by their Squamish (or Sḵwx̱wú7mesh Sníchim (Squamish Language)) name. The English name was usually given in the first instance to help with identification and sometimes repeated later in the book. For example, Chief August Jack Khatsahlano, a well-known figure in Vancouver history, is most often referred to as X̱ats’alánexw Siy̓ám̓, which is how I indexed him. 

For some Indigenous Peoples, names, or titles, are hereditary, and two or more people in the book may share the same name. I encountered this recently when indexing Indigenous Legalities, Pipeline Viscosities: Colonial Extractivism and Wet’suwet’en Resistance, by Tyler McCreary (University of Alberta Press, 2024). I am thankful for the author’s guidance on differentiating between the types of hereditary names, and for how best to index. The key is to be mindful that I am not familiar with these naming conventions and to consult the author, as well as look for clues in the text, to make sure I properly identify and index everyone.

Place names are also often discussed using their Indigenous names, as part of marking traditional territory. The Kluane First Nation book includes locations such as K’ùà Mân (Kloo Lake) and Lhù’ààn Mân Jälí (Headwaters of the Kluane River). The Squamish Nation book also uses Sḵwx̱wú7mesh Sníchim names for several locations in and around Vancouver., such as Iy̓ál̓mexw (Jericho Beach) and T’aḵ’t’aḵ’muy̓ín̓ tl’a in̓inyáx̱a7n (Black Tusk).

Concepts, objects, and traditional stories and knowledge may also be discussed using Indigenous terms. From the Squamish Nation book, this includes sts’úḵw’i7 (salmon) and the X̱aays (Transformer brothers). For Our Hearts Are as One Fire, the index was in part built around concepts such as i-nah-ko-ni-gay-win (sovereignty) and o-gi-ma-win (governance). (In Our Hearts Are as One Fire, the book also inverts the common practice of placing non-English terms in italics, which I thought was a brilliant reversal of expectations and foregrounds the importance of Ojibwaymowin.)

All of these terms and names need to appear in the index and they impact how I index. I’ve developed the following best practices for myself.

  • Since the authors and publishers are making an effort to highlight and privilege these Indigenous languages, I think it is important that the index does so as well. However, I don’t know if readers will be familiar with these terms, or whether they will first search in English or the Indigenous language, and so the index needs to be searchable in both. I achieve this by double-posting everything. If an array uses subheadings, I make the Indigenous term or name the preferred main heading and include a cross-reference from the English. The index will be substantially longer than a similar, monolingual book, with so many double-posts and cross-references, but I think it is worthwhile to ensure that the Indigenous names and terms are included.
  • Similarly, in subheadings, I try to use Indigenous terms when appropriate, along with the English translation in parentheses. While also making for longer subheadings and larger arrays, I think it is still worthwhile to consistently use and emphasize the Indigenous terms throughout the index.
  • Diacritics and special characters are used in many of these languages, as in Sḵwx̱wú7mesh Sníchim and Dań K’è (Southern Tutchone). The publisher is likely using a special font. Make sure that you are using the correct characters, either through copying-and-pasting from the proofs or style guide, or otherwise coordinating with the press. For Sḵwx̱wú7mesh Sníchim terms, I was also asked to factor in pops/glottal stops (‘ and 7) when alphabetizing, which took a little bit of work to figure out how to properly force-sort.
  • I’ve also learned that it is often important to include “Chief” in the main heading, for the appropriate individuals. This is something I now regularly query, to make sure I am on the same page with what the author and nation expects. For example, in Sḵwx̱wú7mesh Sníchim, siyám means highly respected person, and siyám is often incorporated into the name, as in X̱ats’alánexw Siy̓ám̓.  “Chief” is used in English, and should be included in the name and main heading, as in “Khatsahlano, Chief August Jack.”

I do wonder if I am the best person to index these books. As a white settler, I don’t have a grounding in an Indigenous culture or community. Would an Indigenous person have a different approach to writing these indexes? I am curious to know and hope to have that conversation one day. The Indexing Society of Canada/Société canadienne d’indexation is working to support prospective Indigenous indexers, among other underrepresented and marginalized groups, through its Diversity in Canadian Publishing Bursary. I look forward to seeing what comes from that initiative.

In the meantime, I am honored to index these books. I hope that the indexes add value, both for the Indigenous communities discussed and for non-Indigenous readers, and that the indexes help to make these languages more visible.

Do you ever index books with a lot of names and terms from Indigenous languages? Or other non-English languages? What are some tips you have for incorporating and shaping the index? Feel free to leave a comment and let me know.

Article
January 24, 2024
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by Stephen

Indexing Local History: Stories I’ve Been Told Series

Front cover for the book Stories I've Been Told, Vol. 3, by Elaine Thomas.Local history can be both a joy and a challenge to index. It can be deeply personal, both for those telling and writing the stories, and for those reading, as it reaffirms our bonds with each other and with the places we belong. The index is often the first point of contact with the text, as readers search for the people, places, and memories that they hold dear—or even search for themselves.

Over the last few years, I’ve had the honour and pleasure of working with Elaine Thomas, an author and storyteller. Elaine is an Albertan transplanted to Fayette County, Texas. She regularly writes for a local newspaper, The Fayette County Record, including, for several years, a column profiling a wide array of locals, especially senior citizens who reminisce about their lives. Elaine is now collecting and self-publishing these columns in the Stories I’ve Been Told series. I have indexed all three volumes published so far, as well as three other books of local and family history that Elaine has written. Today, I want to discuss how I approach indexing the Stories I’ve Been Told series, drawing examples from the third volume that was launched last November.

I love Elaine’s work for a couple of reasons.

Elaine has a knack for finding and telling incredible stories of everyday life. These are ordinary, everyday people, and yet dig beneath the surface, as Elaine does, and extraordinary accomplishments and joy shine forth. It is an excellent reminder of the wealth of knowledge and experience that surrounds all of us, if we only pay attention and listen. Elaine’s books epitomize the value and importance of preserving our local history. 

I also love reading these profiles of people in Fayette County, Texas, because it is a completely different world than what I am familiar with. Add in the fact that many of the people profiled are reminiscing about life during the Depression, World War II, and postwar, and it is a whole other world yet again. Rural farm life among Czech and German immigrants is about as far away as you can get from the concrete Taiwanese city of a million people that I grew up in, except, maybe, for the shared summer heat. I get to explore a different perspective and way of life as I index these books, a way of life that is slowly becoming more familiar with each book.

From an indexing standpoint, there are a couple of challenges which I find are common to indexing local history. The first is, what in indexable?

Details

Local history books often contain a lot of detail. Because there is so much that could potentially be picked up, it is a good idea to decide ahead of time, as much as possible, what is indexable and what can be left aside. I find my approach often evolves as I work and better understand the text. The plan does not need to be rigid. But starting with a plan does help to avoid being overwhelmed by the sheer number of potential entries, and to avoid adding, and then later deleting, irrelevant entries.

For the Stories I’ve Been Told series, I make a distinction between Fayette County and the rest of the country and world. The people profiled are all from and live within Fayette County. I assume that readers of the book also have a connection to the area. So information about Fayette County forms the bulk of what I pick up. I index somewhat less detail about the rest of Texas, with most such entries being about neighbouring counties and cities that readers are likely to be familiar with, and where the people profiled may have studied and worked. I index the least amount of detail about the rest of the country and world. If someone spent part of their career in Virginia, for example, I will likely include that as a subheading, but I probably will not create main headings for places and businesses within Virginia, as I don’t think that readers will be searching for Virginia-related details.

I index all of the local people. This can lead to long lists of family members, if a person profiled mentions all of their grandparents, parents, siblings, spouse, children, and other relatives. But since this is intended for a local readership who may be searching for their families and friends, I think it is important to pick up all of the names, even minor mentions. This can also mean double-checking surnames with Elaine, to make sure I am properly identifying people.

I also pick up places. This includes all of the cities and towns within Fayette County. I also pick up churches, schools, local businesses, significant geographic features, and any other place that seems important. These are often minor mentions, but again, this is a book for local readers. There are memories attached to these places, and local histories can be an aid for people to access their own memories.

I also pick up details for various activities. These can be memories about Christmas or attending dances, childhood memories of working on the farm, or about people’s careers, such as delivering mail or running a flooring business. I also create arrays for local events, like the Fayette County Fair.

Several of the people profiled are veterans who reminisce about their wartime experiences. I’ve learned that honouring vets is important, in a way that seems more strongly emphasized than in Canada. I include several arrays for the different branches of military; the military bases where these veterans served, especially those nearby within Texas; and the wars, which is mostly WWII, along with a few mentions for the Korean and Vietnam wars. 

Basically, if someone or something happened or existed within Fayette County, I index it. Elaine and I want local readers to be able to find their family and friends, and places and events, that are significant to them.

Structure

With so many details, structuring the index is also important, to ensure that the index is easy to search.

I build the index structure around the book’s structure. Stories I’ve Been Told, Vol. 3 contains 30 profiles, with each profile about 8 pages, give or take. This includes 1-3 pages of photographs. Because it is these people who form the core of the book, I use subheadings for each person, focusing on what that person chooses to discuss. I also include a range, at the top of the array, for the whole profile. Photographs are indicated in italics. 

Kea, Arleas Upton, 1–9

career with FDIC, 1, 7

childhood, 2–3

education and desegregation, 3–4, 9

family, 3, 7, 8, 9

photographs, 7–9

prayer and worship, 3

reflections on life and success, 6

at University of Texas, 5–6

I also do a lot of double-posting. All of the churches, for example, are both indexed as standalone entries and are gathered together in a single array. Gathering together does mean that the index will be longer, but I think it is helpful to provide a place for readers to scan if they can’t remember the name of a specific church or if they want to see which churches are mentioned. It is also generally a good practice to provide multiple access points, if there is space, to accommodate how different readers choose to search. If the community that the church is in is not obvious from the church’s name, I also include that detail in parentheses. (I also include the community in parentheses for main headings if the community is not obvious from the name of the church, school, or business.)

churches

Bethlehem Lutheran Church (Round Top), 189

Big Spring Hill Baptist Church, 79

Elm Creek Baptist Church (Seguin), 179

Holy Cross Lutheran Church (Warda), 143, 147, 149

Prairie Valley Lutheran Church, 181

prayer and worship, 3

Queen of the Holy Rosary Catholic Church (Hostyn), 89, 92, 217

Sacred Heart Catholic Church (La Grange), 36, 91

St. James Missionary Baptist Church (Plum), 79

St. James Missionary Baptist Church (Schulenburg), 3

St. John the Baptist Catholic Church (Ammannsville), 83

St. Mary Catholic Church (High Hill), 40

St. Mary’s Catholic Church (Ellinger), 125

St. Paul Lutheran Church (La Grange), 27, 220

St. Paul Lutheran Church (Serbin), 97–98, 99

St. Rose of Lima Catholic Church (Schulenburg), 54, 56–57, 101

Sts. Peter and Paul Catholic Church (Plum), 32

Swiss Alp Lutheran Church, 112

Trinity Lutheran Church (Black Jack Springs), 12, 154

I also double-post for significant events and memories that have enough entries to warrant subheadings, such as Christmas:

Christmas

Alvin J. Anders’ memories, 101–2

Christmas trees, 54, 57, 138, 143, 153

Frances Pietsch Schumann’s memories, 143–44

gifts for WWII soldiers, 51

Gracie Loessin Taylor’s memories, 153

Kahlich family traditions, 54–57

mail delivery and, 134

Santa Claus, 54–55

St. Nicholas (St. Nicholas Day), 53–54, 58

For military arrays, such as the wars and branches of the military, I suspect that some readers would like to see who else served, and so I double-post names in these arrays as well, in addition to double-posting military bases. For example,

U.S. Air Force

Bien Hoa Air Force Base (Vietnam), 225, 227–28

Eugene J. “Gene” Wessels, 177, 178–79, 183

Fort Francis E. Warren Air Force Base, 178

Harry Richard “Dick” Peck, 223–28, 231, 232

Lackland Air Force Base, 61

Laredo Air Force Base, 223–24

For Stories I’ve Been Told, Vol. 3, thanks to a suggestion from Elaine, I’ve also included cross-references from the various towns to the people profiled who are from those towns, so that readers can more easily see the connections between people and places. I should have thought of this for the earlier volumes, and I’m glad Elaine noticed this possibility. For example,

Rutersville (TX), 69, 89–90. See also Dixon, Richard; Fietsam, Lydia Eberenz

Working with the Author

Especially if you are not familiar with the area or history, take advantage of the author’s knowledge. When I first started indexing this series, Elaine’s insights were invaluable as I made my plan for how to index, as well as helpful feedback on the draft index. This can be a fruitful collaboration to serve the readers.

Indexing local history can often be more work than it initially appears. All of those details and entries can add up, and then you need to decide how best to organize. Indexing local history can also be satisfying, helping readers remain engaged with their history and community, as well as the reminder that each of us live extraordinary lives, if only we can see ourselves, and each other, from the right angle. 

If you would like to see the full index for Stories I’ve Been Told, Vol. 3, you can find it on Amazon, using the “Read Sample” feature. The indexes for the first two volumes are also available for viewing.If you would like to buy a copy, proceeds are being donated to assist struggling students at Blinn College, Schulenburg campus. Elaine also writes a lovely blog, Stories From the Slow Lane, where you can enjoy more stories about the past.

Article
January 10, 2024
1 comment
by Stephen

2023: Year in Review

Happy New Year!

I hope your year is off to a fabulous start, whether you are hitting the ground running or easing into the new year. I recently heard the term “gentle January,” which sounds about right to me. Do I have goals for this year? Yes. Do I need to accomplish them all in this first month? No. I had a good break over the holidays unplugging from work, and I’m also taking my time preparing for 2024.

As part of getting ready for 2024, I am still reviewing 2023. I don’t think I’ve shared these year-in-reviews before. I enjoy seeing others reflect on their businesses, maybe glean an insight or two for myself, and thought you might appreciate a glimpse into my business.

That said, I don’t expect you to emulate my business, or for my metrics to be any sort of benchmark for anyone but myself. I have completed eleven full years as a freelancer. I index full time, and I now exclusively index, as a couple of years ago I made the decision to stop proofreading. While I occasionally hire a subcontractor to assist with indexes, I’ve also realized that I don’t enjoy managing others, and so I only subcontract when schedules are particularly tight. I do the majority of the work myself. If you are also an indexer, aspects of my business probably look quite different from yours, and that’s perfectly alright. I believe that the publishing industry is large enough for all of us. 

2023 By the Numbers

  • 52 books indexed
  • 31 trade books vs. 21 scholarly books
  • Worked directly with 10 publishers (both trade and scholarly, accounting for 31 books) and was hired by 19 authors/co-author pairs (one author hired me for three books, all part of a series, for 21 books total from authors)
  • 38 books were from clients within Canada, 13 books from clients in the US, and 1 book from an author in Singapore

I am pleasantly surprised with the number of books I indexed this year, especially considering that I was so busy in the first few months of 2023 working on my own book. I am also surprised that I didn’t index more scholarly books, as it felt like I did. However, scholarly books usually take more time, so that may account for feeling like it was more.

The trade books, which I am broadly defining as for a general audience, ranged from a children’s book, a hiking guide, a health book, histories, business books, nature/science/environmental books, Indigenous histories, and Bible commentaries. Some of these books, in terms of their density and indexing challenges, could be considered trade-scholarly crossovers.

I find my mix of clients interesting as well. When I began freelancing, I primarily marketed to Canadian publishers, which is still reflected in the majority of my projects coming directly from Canadian publishers, some of whom I’ve been working with for most of my career. For the projects where I worked directly with the author, 10 books were published by the same three university presses. That indicates to me that those presses are regularly referring me to their authors, for which I am grateful. The other 11 books (nine authors, or about 20%) are either with other presses or self-published. 

Project Highlights

It is difficult to choose a favourite from the 52 books I indexed in 2023. So many fascinating subjects. Even for the books I am less personally engaged with, I make a point to find something interesting. On reflection, there are two that especially stand out and are personally meaningful.

One is In the House of My Pilgrimage: Violence, Noetic Healing, and Personhood, by Donald Sheehan, compiled and edited by Xenia Sheehan (Resource Publications, 2023). Don Sheehan is one of my favourite authors. He was a poet and an English professor, the director of The Frost Place, a theologian, and a translator of the Psalms. He had a gift for combining scholarly rigor and a poetic sensibility with deeply personal reflections and theological insights.  He also died in 2010, and his wife, Xenia, has since been editing and publishing his writings. I previously indexed an earlier volume of essays, The Shield of Psalmic Prayer, for which I won the 2021 Ewart-Daveluy Award, and it was an honour and joy to index this latest volume. It is a book I want to reread and savour. It was especially lovely, this time, to work directly with Xenia.

Truly Human: Indigeneity and Indigenous Resurgence in Formosa, by Scott Simon (University of Toronto Press, 2023), was also deeply meaningful. A work of anthropology, it examines the beliefs, lifeways, and political struggles of the Sediq and Truku people of Formosa, also known as Taiwan. I grew up in Taiwan and have two adopted brothers who are Indigenous Taiwanese. While my brothers are from different groups, and I recognize that the various Indigenous groups are unique in their beliefs and cultures, I still found this book to be a fascinating look at the Indigenous Peoples of Taiwan more broadly, and the Sediq and Truku specifically. I wish I had access to information like this as a kid, and that my brothers had better access to their cultures and peoples. 

If you know of anyone else writing or publishing about the Indigenous Peoples of Taiwan, hit me up! 

Book Published!

Another highlight in 2023 is, of course, finally publishing my book, Book Indexing: A Step-by-Step Guide. I’m so glad I persevered, even if publishing took longer than I expected.

I released the book on July 11. As of the first week of January, the book has sold 141 copies, of which 77 copies are paperback and 64 copies are ebooks.

Thank you to all of you who have bought a copy, written a review, or recommended the book to someone. I am so pleased that the book is finding its readers. I think the book is doing fantastic for a self-published volume on such a niche subject. 

Public Speaking

On a more personal note, I’ve noticed that I am becoming more confident speaking in public, which is huge for me.

If we’ve met or if you’ve heard me speak, you probably know that I am both very soft spoken and that I speak with a slight stutter. I especially stumble over words that begin with vowels, like the word index, and I can have trouble enunciating the initial sounds if I have been silent for a period of time. It is like I need to manually flip a switch to reconnect my brain to my vocal cords.

I also stutter more when I am nervous, and there is nothing more nerve-wracking than public speaking when you have a speech impediment. But I’ve learned that it makes a big difference to acknowledge upfront that I stutter. Acknowledging that helps to remove the embarrassment, which helps me to relax. Relaxing, in turn, helps me to speak more clearly. 

In 2023, I both presented and led a workshop at the Indexing Society of Canada’s annual conference. I was also interviewed for two podcasts (one still to be released). Though that doesn’t sound like a lot, it was a lot for me, and I felt much more comfortable this year than in past years. I still don’t think that I am a particularly good speaker, but feeling more comfortable and confident is a significant personal accomplishment. 

Thank You

Lastly, a huge thank you for joining me in 2023. Having you to write for, and receiving your encouragement and support, makes the effort to write this blog worthwhile. If you’d like to receive these reflections directly in your email, you can sign up for my newsletter below.

For 2024, I plan to get back to a more regular schedule, sending this blog biweekly, every other Tuesday. I will continue to focus on indexing and freelancing. If you have a question or topic you’d like me to address, please let me know. I’m happy to consider it.

Article
August 23, 2023
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by Stephen

East Asian Names, Deep Dive

If you’ve been reading this blog for a while, you are probably aware that indexing can get pretty technical. Details matter. Creativity works best when interwoven with the rules and conventions that make an index tick.

All that to say, today’s reflection is going to get geeky.

East Asian Names

I just finished indexing a book within the field of Asian studies and literary criticism. Asian studies—especially East Asia and history—is one of my favorite areas to index in. I grew up in Taiwan and I still speak and understand Mandarin and Taiwanese to varying extents.

I have also, in the past, fielded questions from other indexers on how to index Chinese names. Chinese names, as well as Korean and Japanese names, follow a different naming convention than English or other Western names. If you are not familiar with these names, they can be confusing to index. I was reminded of that on this index I just finished, so I thought I’d write a quick primer.

To start, be aware that there may be more than one naming convention at play in the book. The Western convention is to write names in the format of First name Surname (or, using different terms, Given name Family name). In China, Korea, and Japan, that format is reversed. To use my own names as an example, in English my first name is Stephen and my surname is Ullstrom, written as Stephen Ullstrom. In Mandarin, my surname is Ou 歐 and my given name is Shijie 士傑, written as Ou Shijie 歐士傑.

My experience with the English-language books that I index is that both formats can appear in the same book. People discussed who are from within China, Japan, or Korea—such as historical figures, politicians, or scholars—are often presented with their names in the traditional format, with the surname first. People who are Korean American or Japanese Canadian, for example, or scholars who are published by Western presses and journals, will probably have their names written in the Western format.

Don’t assume that all of the names in the book follow the same naming convention. They might, if the author and/or press made that decision. But there is also a good chance that the names reflect how those people prefer to be known or are typically known.

Identifying the Surname

Since names are typically sorted in the index by surname (assuming the name has a surname), the key to correctly indexing East Asian names is to first identify the surname.

This is not always easy, especially if you are not familiar with the language or what constitutes a typical surname. But, if you can identify the surname, most of your work is done.

If I see a name that I am not sure about, I do a few minutes of research using one or more of the following methods.

  • I look to see how the author refers to the person, especially in subsequent mentions. The usual convention for subsequent mentions is to use the surname, so look to see what the author uses.
  • If a scholar, I also try to find the person in the bibliography, as the bibliography should also be sorted by surname.
  • I try to find the person online. If a scholar, I look for their faculty webpage or for citations to other books or articles they have written, which may indicate to me their surname. If a cultural, historical, or political figure, Wikipedia often states, at the top of the page, which part of the name is the surname.
  • I also look at the name itself. Chinese and Korean names, for example, are often written, in roman script, with a space between the surname and the given name. This doesn’t help for a name like Hao Wang (Chinese American mathematician and philosopher, surname Wang), but does for the Taiwanese writer Pai Hsien-yung (surname Pai).
  • If I am still not sure, I ask the author.

Comma Necessary?

Once the surname is identified, it is time to add the name to the index.

Because Western names are written in the format First name Surname, names are inverted, with a comma, so that the name can be sorted by surname. But what if the name does not need to be inverted?

I have seen indexes and bibliographies where a comma is inserted anyway. Pai Hsien-yung is written as Pai, Hsien-yung. But to me that implies that the name is properly written as Hsien-yung Pai, which is incorrect. I much prefer to omit the comma. Since the name already leads with the surname, I simply index it as Pai Hsien-yung.

Alphabetical Sort

The last consideration—and this is getting geeky—is how to sort the names.

Most of my clients prefer letter-by-letter alphabetical sort, which can cause some problems. Having some names with a comma and some names without interferes with the sorting. Surnames can also be short and can intersperse with other entries, which makes the list of names difficult to scan. This is especially true when there are several people with the same surname, which is fairly common.

So, if letter-by-letter sorting is specified, I force-sort to make these names easier to scan. This means both ignoring the comma when alphabetizing and making sure that like surnames stick together.

In this example from the index I just finished, without force-sorting, the names with commas rise to the top and there are a couple of other subject-matter-related main headings mixed in.

Liu, Jianmei
Liu, Lydia
Liu Denghan
Liu Jiang
Liushou nüshi (Those Left Behind; film)
Liu Weihua
liuxuesheng
Liu Yiqing

Force-sorted, with the commas ignored and the names brought together, this series of main headings makes more sense alphabetically and is much easier to scan.

Liu Denghan
Liu Jiang
Liu, Jianmei
Liu, Lydia
Liu Weihua
Liu Yiqing
Liushou nüshi (Those Left Behind; film)
liuxuesheng

Indexing names from another language can be intimidating. The key is to understand how those names work, and to not assume that they follow Western conventions. For Chinese, Japanese, and Korean names, first identify the surname. From there, determine if the name needs to be inverted. When editing the index, consider whether the names need to be force-sorted for alphabetization and ease of reading.

The goal, as always, is an index that is easier for its user.

Article
May 24, 2023
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by Stephen

Index Profile: Tracing Complicated Relationships in Main Headings, in The Other Great Game

What can main headings be composed of?

Main headings, which kick off an entry or array, usually describe a single person or thing. It could be a name, or a government agency, or a physical object, or a concept. It is concrete and identifiable. Which is what we want in a main heading. Readers need to be able to clearly identify what it is they are searching for.

But sometimes the thing that we are trying to describe is complicated, and it is okay for the main heading to expand and help carry the weight of the text.

I ended up taking this approach for the index for The Other Great Game: The Opening of Korea and the Modern East Asia, by Sheila Miyoshi Jager (The Belknap Press of Harvard University Press, 2023). This is a delightful history, squarely within one of my favorite areas to index—East Asian studies—while also quite challenging in its scope and length, at about 570 indexable pages.

This book is about the colonial jockeying for power and control over Korea, with Korea ultimately becoming a protectorate of Japan. One of the challenging aspects was all of the intertwined relationships. Korea is a key player, of course. Japan is also involved, and wanting to be taken seriously as a great power. Russia also has its interests and influence. China is a waning influence, though still trying to exert itself. Though less involved, the other Western powers—US, Britain, Germany, France—all played a role as well.  Much of the book covers the diplomatic back-and-forth as all these powers try to figure out what to do with Korea (instead of respecting Korea’s independence). From an indexing standpoint, what is the best way to index all of these relationships?

Most of these relationships, say between Korea and Japan, or Japan and Russia, are too large to be contained within a subheading or two. These are relationships that span decades, and include wars, lengthy negotiations, and shifts in the balance of power. With so much material to cover, double-posting these relationships under each respective country would have led to enormous, unwieldy arrays.

The solution I landed on was to make the relationship itself the main heading. So, “Korean-Chinese relations,” “Korean-Japanese relations,” “Japanese-Russian relations,” etc… I still had arrays for each country, for subheadings specific to that country, but the bulk of the entries fell under these various arrays for these relationships. This meant that under Korea or Japan, for example, there are several arrays, which break down the discussions into manageable, yet still clearly defined, portions.

This also raised the question of which country to prioritize in the main heading. Should it be “Japanese-Russian relations” or “Russian-Japanese relations”? Because Korea and Japan were the two biggest actors, I decided to let them take the lead, so to speak,, with the Western countries generally being listed second.

These main headings also required a lot of cross-references from the other countries. As I mentioned, double-posting wasn’t a viable option due to the sheer number of entries. Better to pick a single array to place entries under, and then use cross-references to point readers in the right direction. For example, “Russian-Korean relations. See Korean-Russian relations.”

If you are interested in seeing all this in action, you can view the index here, on Amazon, using the Look Inside feature.

The number one goal for main headings is that they be clear. A confused reader is less likely to find what they are looking for. But while keeping clarity in mind, you can also play with main headings to better match the discussions in the book. Some subjects and relationships are more complicated, and a longer, multi-part main heading may be the clearest and best option.

Article
April 26, 2023
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by Stephen

Index Profile: Untangling Terms in Rediscovering the Goodness of Creation

Ever struggle to find the right term to use in the index? I do. From an indexing standpoint, ideally the vocabulary used in the book is clear and consistent, making it easy to extract terms and phrases to use as main headings and subheadings. Bu not all books are so clearcut. Some books require more thought and even, dare I say, improvisation when selecting terms. 

I don’t mean to suggest that such books are poorly written, though that may sometimes be the case. English is blessed with a multitude of expressions and synonyms, and an author may choose to use terms interchangeably. What works in the text, though, may not work in the index. The vocabulary used in the index should be controlled, with discussions gathered in a single location or with cross-references between similar discussions. When there are multiple terms to choose from, you need to make a decision about which terms to gather under

I faced this challenge a few months ago when indexing Rediscovering the Goodness of Creation: A Manual for Recovering Gnostics, by Robin Phillips (Ancient Faith Publishing, 2023). While beautifully and thoughtfully written, making full use of the language available, I did have several moments, while indexing, when I thought to myself, “Is the author writing about this, or that? Or both?”

First, what the book is about, which is the starting point for determining appropriate terms. Here is the synopsis I wrote for myself after I finished the rough draft of the index. I find that writing a brief summary can clarify the metatopic and the main points of the book, and focus my attention on the most important elements which need to be in the index.

This book is about rediscovering a Christian appreciation for creation/the world/our bodies/culture—how the redemption of all of these is part of God’s plan and work. An emphasis on the implicit Gnosticism in much of modern Christianity, manifested in a matter-spirit dualism, in which the physical is denigrated or ignored. Also frames creation as “already” and “not yet”—the tension between what God has done, and what is to be completed in the eschaton. 

Right from the start, I have a series of related terms that I am struggling to differentiate. I know that these terms are distinct, but how, exactly? What does “creation” encompass? Is “creation” different from the “world” and/or “earth”? Are “world” and “earth” distinct from each other? “Bodies” also seems distinct, though are they also part of “creation” or the “world”? And what about “culture”? An easy solution would be to have a massive main heading for “creation/world/bodies/culture,” but I don’t think that would be helpful for readers. It is better to have separate arrays for each of these concepts. The question then becomes, how to differentiate the discussions, and which references go under which?

Reading the book more closely, I realized that creation is the metatopic—the overarching concept tying the whole book together. The world, bodies, and culture are all different aspects of creation. So, I created an array for creation with a number of subheadings that speak to creation at a higher, more general level, with cross-references to specific elements of creation and related concepts that are discussed in more detail. (And, looking at this now, I realize I should have included a cross-reference to the “body, physical” array.)

creation: introduction, 7–10, 49–50; Augustine on goodness of, 231–34; coherence with heaven, 325–27, 327n7, 333n28, 334; continuity between present age and age to come, 173–76; Gnosticism on, 69; God working through means, 269–72; goodness of, 59–60, 220; participation of in God, 247–49, 247n5; redemption of, 60; sacramentalism and, 299–300; vs. sacred-secular dualism, 304–5; teleology and, 152; use in worship, 281–86. See also arts; beauty; coherence; culture; dominion (cultural) mandate; earth; Genesis Creation narrative; matter-spirit dualism; new creation theology

In addition to figuring out how creation is related to the other concepts, the book also seemed to use several terms interchangeably. The question I needed to answer was, are these terms synonymous (or close enough that they can be indexed together) or are these distinct concepts that need to be indexed separately? For example, is it the world or the earth? Eden or Paradise? The Church or the Kingdom of God? The dominion mandate or the cultural mandate? 

I eventually decided that it made the most sense to index these pairings together, and so created the following main headings: “earth (world),” “Eden (Paradise),” “Church (God’s Kingdom),” and “dominion (cultural) mandate.” I included the alternative term in a gloss so that readers understand that these are the same thing, more or less, and that either may be found on the page. I also included cross-references from the alternative terms. I also tried to be alert to other synonyms and create appropriate cross-references. For example, from “natural world” to “earth.” The alternative—having separate or duplicate main entries for earth and world, for example—seemed unnecessarily complex, and at times impossible to decide which subheading belonged under which term. 

A similar issue was how to index the various dualisms discussed in the book. The main one, mentioned in the synopsis, is the matter-spirit dualism, thought the book also discusses the grace-nature dualism and the sacred-secular dualism. The clue is the term “dualism,” which indicates that each of these is a single concept and should not be split into separate entries, such as for matter and spirit. I did, however, include cross-references, such as “spirit. See matter-spirit dualism,” for readers who might search otherwise. 

Term selection can be tricky. When writing a book, it makes sense to use the full range of language available, to create engaging prose, to dialogue with other literature and discussions, and to reflect nuance. The index, on the other hand, is a deconstruction of the text. Discussions need to be gathered and sorted into distinct arrays and organized in a way that facilitates search. When indexing some books, such as Rediscovering the Goodness of Creation, this means taking all of the terms available, understanding how the terms relate to each other, and then choosing to prioritize certain terms over others (while still including cross-references from the other terms), as it is not practical for all terms to have full arrays.

The goal, as always, is a clearly written index that points readers to the information that they want to find.

Article
May 20, 2019
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by Stephen

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. 

Article
May 14, 2016
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by Stephen

Five Things I Learned Last Month from Indexing

pexels-photo-38136You know those days and weeks when it is one project after the other? The content from one book starts to blend into the content of the next? Occasionally my mind will draw a blank when my wife asks me at the end of the day what I’ve learned from my indexing and proofreading work. My mind is so bloated with information that I don’t know where to begin.

That is crunch time in publishing. Just seems to be part of the business.

But I do actually learn from the projects I work on, even if I sometimes need to decompress a bit before I can remember and articulate. I recently thought it would be a fun exercise to write down five things I learned from my last few projects. So, in no particular order, here are five things I have learned from books I’ve indexed and am indexing in the last month or so.

  1. Reading studies is an actual discipline in the social sciences.
  2. Ancient Tamil poetry is amazingly gorgeous, complex, and dark. I feel like I could get lost in the worlds those poems depict.
  3. The grand narrative of the Japanese-American experience is much more rigid than I realized. If your family settled in Hawai’i and California, experienced internment, and tried to be a model minority (at the risk of oversimplifying it), you are part of the Japanese-American narrative. If your personal experience is different, chances are literature on and recognition of your experience is sparse. I wonder how this compares to Japanese-Canadian, or Chinese-American/Canadian, narratives.
  4. Saying the phrase, “death and dying,” in that order, is strange, when you think about it, since dying is the process that occurs before death. Still, I have to think a moment before I can say, “dying and death.” Something about the ordering of the syllables?
  5. Trees communicate! Through smells, electrical signals, and root and fungal networks. Sure, we are doing a pretty good job of disrupting their communication through our managed, lumber-based forestry practices, but if we let them grow old and wild enough, trees communicate! Makes me question again my summers working as a tree planter.

What interesting things have you learned recently from your work?