If you read my previous post on genre, I’d understand if you think that this is another post inspired by the When Words Collide writing festival that I attended mid-August. This post, however, was actually inspired by Larry Sweazy’s keynote address at the joint ASI/ISC indexing conference I attended in June. Summer is a great time for conferences.

You fiction writers may already be familiar with the terms plotter and pantser. They refer to how an author approaches the process of writing a story. Do you first plot out the story before writing, or do you start with a blank page and write by the seat of your pants? Larry Sweazy, who is both an established indexer and an award-winning fiction writer, adds a twist to this concept by applying it to indexing.

Pantsing an index is to read through the text and simultaneously create and input the terms into your indexing software, without prior reading or planning. To plot would be to read through the text, either the whole text or by chapter or section, mark it up so that you have an idea of what terms you want to use, and then create the terms in your indexing software based on your notes and rereading of the text.

There are excellent indexers who fall on both sides of this divide (just as there are excellent writers who swear by both). Pantsers say that they can always revise and finalize the index later, during the editing phase. Plotters take the view that they produce a better index, and have less editing to do, if they can first understand the text.

My take? I think a lot comes down to experience, though certainly work styles and how you process information are important too. When I first started to index, I would plot out the index, chapter by chapter. Eventually I started to pants. Part of my decision to change my indexing approach was from learning from other indexers that this was an actual, viable option. Time was also a factor. I was getting more work, feeling crunched, and wondered if pantsing would speed me up. The biggest factor for me, though, at least in terms of successfully transitioning to pantsing, was experience. I had indexed enough books to have a rough template in mind that I could use when indexing blind. I was confident that making a decision, and then revisiting that decision during the editing phase, was sufficient for creating an excellent index. Plotting added an extra step, in that I would make a decision while marking up the text, and then revisit that decision twice, while inputting the entry into the index, and again while editing. I decided that extra step wasn’t necessary.

Still, I sometimes do get a particularly difficult book to index, and for those books pantsing is not as effective. For those I may decide that I do need to do some plotting. Perhaps not pre-reading the entire book, but certain key sections that illuminate the whole.

I have also increased the number of notes I make for myself while I input the terms, which I skim when I am ready to begin editing. These are to remind me of potential trouble spots that I will want to revisit during the editing phase, or these notes serve as brainstorming of alternative terms, or of similar terms I am seeing in the index and want to mull over for which is best to use. I also sometimes use mind maps to help me organize and understand what I am reading. I find visualizing the relationships between terms to be a quick and effective way to understand the structure of the text and hence the index.

For the pantser, I think plotting can still play a role in certain circumstances. The trick is to recognize those circumstances, and adapt your indexing strategy accordingly.

Now as a writer, do I plot or pants? I have to admit that I usually plot. I can often get away with pantsing short works of nonfiction, but fiction is another story. Right now I am experimenting with different plotting techniques, seeing what works best for me. I wonder if this will change too as I gain experience.

And Larry Sweazy? A pantser all the way, in both writing and indexing. That man has it figured out, or, better said, doesn’t, but knows how to finish the project regardless.