Article
April 16, 2024
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by Stephen

But Am I Really Qualified to Index That?

One of the challenges of being a freelance indexer is knowing where to draw the line on projects that are a good fit. Do you stick to subjects that you are comfortable with and for which you have prior professional or academic expertise? Or does indexing know-how mean that you can index anything?

I think it is a bit of both.

I consider myself a generalist, with some caveats. I am comfortable with most trade books, written for a general audience, since I consider myself part of that readership. I am comfortable with most scholarly books within the humanities and social sciences, though I have also learned that I have limits. While I can index philosophy, for example, I often struggle to wrap my mind around such abstract concepts. I index better and faster if I stick to subjects like history or political science that are typically more concrete. Then there are subjects like law, medicine, and engineering, which I have no background in and tend to avoid.

Except, when it depends. 

I recently indexed a law book for the first time and it turned out okay. (At least I think so and the author is pleased.)

It all started when the production manager got in touch. Carra Simpson, a phenomenal independent project manager who remembered me from a previous job, asked if I would be interested in indexing Coppock on Tennessee Adoption Law, 8th Edition, by Dawn Coppock, (Good Law, 2024). I initially resisted. I explained that I do not have a law background, that I am not confident that I will recognize important concepts, nor do I know what legal professionals will be searching for in an index. Carra patiently countered my objections, sent me the proofs for the 7th edition so I would have a better idea of what to expect, and offered to put me in touch with Dawn, the author. 

As it turned out, Dawn had a smaller budget, though still reasonable, and was comfortable with a simpler index, though at 700 indexable pages, there was still a lot to pick up. I focused on the main concepts and discussions, taking cues from the book’s structures and headings, which was clearly organized. I also tried to not get bogged down in minor details, though I still read the whole book. Creating a solid structure for the index proved important, one that was easy to navigate and which didn’t bury entries, as there was a lot of information to include (about 115 pages alone covering grounds for termination of parental rights, for example). We also decided to not pick up individual cases, which saved a lot of time. I also had an informative chat with Dawn over Zoom, which helped me better understand some of the terminology and how readers would search. Lastly, I appreciated that Dawn had written the book to be accessible to everyone involved, from judges and lawyers to adoptive and birth parents, which meant I felt like I could understand it too.

I also leaned heavily into my indexing expertise. Even when I don’t fully understand the subject matter, I’ve learned how to read as an indexer and I know what a good index looks like. 

This contrasts with my very first freelance index, for The Anthology of Social Studies: Issues and Strategies for Elementary Teachers, Updated Edition, edited by Roland Case and Penny Clark (Pacific Educational Press, 2013). The production editor suggested that I update the original index, which I foolishly agreed to do. What I discovered were chapters that had been added, removed, and rearranged, which made deconstructing and updating the index an extremely painstaking and mind-bending process. I should have insisted on rewriting the index from scratch. Except, I don’t have a background in education either. I think I would be fine now with indexing the book, but at that time, with neither subject-matter expertise nor enough indexing expertise, I was sinking fast. As painful as it was to update the original index, at least the original index showed me what the index should be like and helped pull me through.

Reflecting on these two experiences, my point isn’t to brag about how far my indexing skills have come. Rather, I want to encourage you to focus on building your own indexing skills. Indexing expertise counts for a lot when facing a difficult project or unfamiliar subject. It certainly helps to also understand the subject, and if you are out of your depth, I recommend talking to the author and maybe also doing some research to learn the basics. But it is also important to remember that the value we bring as indexers is our knowledge of indexing. It is knowing how to identify indexable material. It is formulating clear and concise headings and subheadings. It is being adept at creating a structure that is easy to navigate and highlights the main points of the book. If you can develop your indexing chops, it becomes way easier to stretch beyond your comfort zone. 

As you practice, whether on practice indexes or freelance projects, I suggest sticking to topics and subjects that are relatively easy. Focus first on building your skills, and then apply those skills to more difficult books. I began indexing when working in-house for Harbour Publishing, a trade publisher. While unplanned, that proved a good starting point because the books were fairly easy to understand and I could focus on crafting the index. Later, when I began indexing scholarly books, I had a small foundation of experience to build upon, which made scholarly books—at least in subjects I was familiar with—easier to tackle.

Ten years ago, I probably would have struggled to index Coppock on Tennessee Adoption Law. Now, I’m still no lawyer, but it turns out I can crack the index.

Article
March 17, 2019
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by Stephen

Mindful Communication with Clients

Photo by Anete Lūsiņa on Unsplash

I do not check email in the morning.

Depending on the day, I either first check around 12:30 pm or 1:30 pm and respond to what I can within half an hour, though I often don’t need that much time. I then check again around 5 or 5:30 pm, though I have to admit that as the afternoon wears on, it can get harder and harder not to check in the interim. Especially if I am expecting a reply from someone. 

This is a new practice I have been cultivating over the last couple of months. The purpose is to spend the hours reserved for work actually focused on my work, instead of being distracted by emails that may or may not (mostly not, in my experience) need an immediate reply. So far this has been a positive experience. If clients have noticed, they have yet to comment or complain. The biggest change has been in myself.

I had previously noticed, when I would check email first thing in the morning and then continue to check every hour or couple of hours, that my motivation for checking email was often a mixture of boredom and anxiety. I would feel bored with my task and the prospect of a shiny new email was enticing. I would feel anxious about my task or about something coming up in the future and checking email was a way to avoid the anxiety. More often than not, my inbox would be empty or only contain junk mail or other messages that could be easily left for later, and so I would have to return to my task, only this time with my attention fractured. It would then take additional time to get back into the task, which meant I would often accomplish less in the day than I wanted, which often led to more anxiety. The more I checked, the more fractured my attention seemed to get and the harder it would be to return to my work. While email is still my preferred form of communication (my phone is usually on vibrate and out of sight in my bag), I came to realize that the way I was using email was not actually helping me, either with my work or with my mental health.

Nowadays, I can still get bored or anxious with a specific task. I am still tempted to check email as a temporary balm. These are separate issues not directly tied to email. I also find that I am often much happier in the mornings because I have the time to myself and I can focus without fear of being interrupted. Afternoons can be more difficult, in part from simply getting tired as the day wears on, but if I can stick to my email schedule and temporarily forget again that email exists, the afternoon can also be quite focused and productive. While I still need to find ways to manage anxiety and boredom, at least I am not escalating those issues through mindless email checking. 

But what about responding to clients in a timely manner? What about missing out on possibly work opportunities? In talking to other freelancers, this seems a common concern. I have heard some say that they try to reply to emails within five minutes of receipt. If that was me, I do not think I would get any work done, as for me focus seems to be all or nothing. And so I want to push back a bit on this expectation of instant communication.

Most of my work comes from repeat clients and I have found that they are usually willing to wait a few hours for a response. I still try to reply within the same day. I do get some queries from new clients, some of whom I know are contacting multiple freelancers at once. I probably have lost some work from these people due to a slower response, and I am okay with that. These account for a small percentage of my work, and for me the improved focus, productivity, and sense of well being outweighs the lost projects.

I have also realized that I don’t actually get very many emails in a day that require an immediate, or any, response. Most emails I receive are newsletters, notifications, or from listservs, all of which may have some value but are hardly critical. I am not adding value to my day by frequently checking these types of emails. 

It has also been important for me to realize that my work is valuable and deserves to be protected. This is both for my own sake, so that I can complete projects on time with less stress, and also for my clients, because I think that my work is better if I am less distracted. This is understanding that communication is a tool in service of the work rather than the work itself. 

I realize, of course, that my email schedule will not work for everyone. New freelancers, especially, who are trying to book every project they can, may want to check more frequently. But even with more frequent checking, I think it is possible to be more mindful about how we communicate and how communication impacts and intersects with the rest of our work. Perhaps less and higher quality communication will actually help us serve our clients better, as well as keep ourselves more focused and engaged in what we do.