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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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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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Confessions from a Tight Schedule

I leave Wednesday morning for the Indexing Society of Canada’s annual conference, held this year in Winnipeg. Departure is now less than forty-eight hours away. This last week I have been counting down the projects I need to finish before I leave. My goal is to finish the last index on Tuesday, so I can enjoy the conference without a deadline hanging over my head. So far I seem to be on track, fingers crossed. I have a bad habit of keeping a tight schedule right until it is time to walk out the door. More often than not I end up finishing the index on the airplane. I am trying to avoid that this trip. It is not worth the stress.

Unfortunately, time has still been pretty tight this last week, and I chose not to draft  a longer blog post this weekend in order to index. My apologies. Writing is one of my favourite activities, and I have enjoyed blogging these last couple of months. Weeks like these remind me, though, that I can’t always do everything. I recently read Jon Acuff’s book, Finish. He makes the point that sometimes in order to finish one task or goal, you have to decide that you are going to suck, at least temporarily, at something else. I think there is some wisdom in that, as much as I also chafe at having to prioritize, say no, and not follow through this week on writing for this blog.

So, a short blog post instead. I thought I owed you an explanation. I am sorry that I don’t have anything more substantial for you this week. I look forward to writing for you again next week. 

If you are going to be in Winnipeg–see you there! It looks to be a great line-up, as well as excellent colleagues, as always. This will be my fifth indexing conference. It is definitely a highlight in the indexing calendar.