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Useful tips about editing, writing, and the publishing industry

Copyediting Is More Than Just Checking Spelling and Grammar

10/23/2023

 
So much more... In this blog, I get into the weeds. 🤓
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Chances are when you think about editors, you picture some version of the mean English teacher you had in seventh grade, who viciously wielded their red pen and gave you a bad grade. You might think of someone who rigidly adheres to the rules and will “slash” your manuscript to smithereens, only to rewrite your story based on their own preferences. Not cool…

I get it if that’s what comes to mind. But I’m here to help you see that copyediting is more than just fixing commas and spelling/grammar errors. There’s a much wider scope to copyediting, and it serves a crucial role in the publishing process. Plus, I promise most good editors are experienced enough to know when to apply the rules and when to let them go. That is, they’ve developed a flexible mindset that allows them to make sure the manuscript is up to professional standards while maintaining the author’s voice and vision. Yes, we follow the Chicago Manual of Style as fiction editors, but there are lots of times when author’s preferences can and should take precedence, especially in SFF manuscripts with unique languages and word choices. So let’s dive in and see what else copyediting involves.

The Essential Skills of Copyediting

First off, there’s a kernel of truth in that idea of the scary red pen (or red-lining in Word docs). It’s true that fixing overt typos and spelling and grammar errors falls within the purview of copyediting. We do those things, yes. However, like with many technical skills that can look straightforward from the outside, there’s so much more to it than meets the eye.

The 4 Cs


Copyeditors are trained to focus on the 4 Cs: clarity, coherency, consistency, and correctness—all in the service of communication. (That’s from The Copyeditors’ Handbook by Amy Einsohn, which is one of the main copyediting textbooks used in a lot of editing certificate programs and online courses.) It’s best practice that copyediting happens after the big-picture stuff, like plot, characters, theme, scene order, etc., is all settled. Now it’s time for the copyeditor to come in at the sentence level and do their detailed work.

3 Types of Editing

For more on the different levels of editing, check out my blog post about it. It’s also important to remember that copyediting can include slightly different things within a traditional publishing or indie publishing context, so be sure to discuss with your editor exactly what they include in their copyediting service.
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Many editors who work with indie authors do some version of a combined line and copyedit, which goes a bit deeper into sentence length/rhythm, cadence, and suggestions on how to avoid info dumps, too much stage direction, overuse of filter words, and problems with showing vs. telling. Line editing can also include strengthening action beats and making sure dialogue is grounded in the environment (and characters are not just talking heads). 

​Here are other things copyeditors will be looking for as they edit your manuscript (other than adding or deleting commas :P):
Suggest how to remove excessive filter words. Line editors suggest how to revise sentences with words like “noticed,” “realized,” “felt,” “thought,” and “wondered” to make the writing more immediate and immersive for the reader. Filter words filter the experience through the viewpoint character, instead of letting the reader experience what’s happening as the character experiences it. Check out this blog post (scroll down to #2) for more examples.
Tighten up sentences for better flow. Editors point out places with lots of stage direction that bog down scenes. Sometimes too much detail about where characters are looking or how they get from A to B can make the reading experience less immersive (therefore potentially more boring). Next time you’re reading a novel, take note of how the author moves the characters. Sometimes scenes will end and pick up somewhere else! You don’t always have to explain how the character moved from place to place. Editors also look for any extra words or redundant expressions that can weigh down writing.
  • both alike --> both
  • chief protagonist --> protagonist
  • collaborate together --> collaborate
  • complete monopoly --> monopoly
  • descend down --> descend
  • erode away --> erode
  • few in number --> few
  • heavy in weight --> heavy
  • period in time --> period
  • honest in character --> honest​
  • extreme in degree --> extreme
  • gather up --> gather
  • lift up --> lift
  • reduce down --> reduce
  • repeat again --> repeat
  • revert back --> revert
  • swoop down --> swoop
  • visible to the eye --> visible
  • shrug shoulders --> shrug​
  • grab with hand --> grab
  • nod your head --> nod
Copyeditors keep track of details in a style sheet to ensure consistency from start to finish. Think of a style sheet as a ‘second brain’ for all the style decisions and details that make up every character, location, and main plot point of your book. It’s the document that allows us to keep track of spellings, characteristics like hair/eye color, tattoos, timeline details—all in an effort to make sure everything is consistent.

​Anything that can be contradicted later is tracked, so that the details, capitalization, hyphenations, and so on are consistently applied over the course of the manuscript. It’s hard to keep all that straight without writing it down. That’s what the style sheet is for, and it’s invaluable especially for a series! Ask your prospective editor if they will be providing you a style sheet.
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Details, Details, and More Details!

Copy and line editors are serious about technical details! Our job requires a fine-tuned attention and ability to focus, well-honed curiosity to track down information in style and reference guides, and the ability to ask important questions and deliver feedback tactfully and constructively in our editorial letters. As you can see, many overlapping skill sets converge in a good copyeditor that go far beyond their knowledge of punctuation.

The myriad of small checks we do is hard to list out of context, but think of it like reading while notifications are going off all over the place: ping, look that word up in Merriam-Webster; ping, that word is hyphenated but double-check in the Hyphenation Table in the Chicago Manual of Style; ping, front-load this sentence for clarity; ping, make note of this character’s hair color in the style sheet. And on and on.
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The copyeditor is that curious, inquisitive person who works behind the scenes to check on spellings, grammar rules, but also word choice, sentence structure, cadence and syntax. They notice word echoes, repetition, and gnarly run-on sentences or points of confusion. They ask astute questions and pinpoint inconsistencies that can add up over the course of the manuscript, taking the reader out of the story.

​They manage all those details and decisions by tracking them in a style sheet so they can be applied consistently throughout the document. Like I mentioned in my last blog post,
copyeditors act like continuity directors “on set.” It’s an important task that is especially foregrounded when things are missed, like when character names change or timelines don’t add up properly. Which is hard to avoid after so many drafts!
​

Cultivating a Flexible Mindset

The stereotype of the copyeditor, slashing the author’s story in service of the “rules,” sadly exists for a reason; there are lots of editors, especially at the beginning of their journey, myself included, who wield what my fellow fiction copyeditor Amy Schneider calls “the grammar hammer.” This happens when they rely on a rigidly prescriptive view of language—there are “the rules” and they feel compelled to apply them no matter what. They have strong pet peeves and consider it their job to ferret out all errors of any kind, period. But in fiction, this is generally a heavy-handed, unwelcome approach.

To temper this, I like to cultivate a flexible mindset. You learn (and practice/cultivate) when to let things go, when to query the author, and when to dig deeper to understand why the author has made certain choices. In service of those 4Cs, the copyeditor is there to, yes, apply the conventions of a style guide (in fiction it’s the Chicago Manual of Style, or CMOS), and that includes guidance around capitalization, hyphenation, abbreviations, numbers, and other technicalities. But it’s also important to keep in mind that the author’s story becomes its own style guide that can supersede CMOS in certain regards: for example, how characters talk, some sci-fi/fantasy capitalization choices, that kind of thing.
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Summary

I like to think of the copyeditor as the bridge between the author and their readers. It’s our job to keep an eagle eye on so many sentence-level details, to immerse ourselves in the imagined world, and point out any pitfalls readers may have. Of course commas and typos are involved, but that’s just the beginning!

The copyeditor is there to polish and ensure the integrity of the author’s imagined universe, not impose their own preferences/pet peeves. Every consideration is us advocating for the future readers’ seamless experience, and this will necessarily include respecting the author’s vision and style. The goal is for readers to forget they’re reading, so in that way editors are integral creative collaborators.
​

If you’re looking for a meticulous copyeditor for your novel or series, I’d love to work with you! Get in touch and tell me about your project. I specialize in science fiction, fantasy, and horror genres.
Read More
  • Differences Between Reading and Editing
  • Top Editing Resources I Use Every Day
  • Tips on Navigating Perfectionism
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Hi! I'm Erika.
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I help sci-fi and fantasy authors publish unputdownable series. I specialize in copyediting and proofreading, and also provide custom story databases to help you keep track of all your world-building details. 
How to connect with me:
  • Join my waitlist (and be the first to hear about upcoming editing spots!)
  • Follow me on Instagram

The Top Editing Resources I Use as a Fiction Copyeditor

6/14/2023

 
Here are some of the editing tools and resources I use every day to help my clients publish high-quality books. 
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Of course I use Microsoft Word, Google Docs, and Adobe Acrobat for proofreading PDFs, but that’s just the beginning. 

1. PerfectIt

PerfectIt is proofreading software that acts as a consistency checker add-on within Microsoft Word. You pay a yearly subscription and download it from the parent company Intelligent Editing. In the Word ribbon, you’ll find a new tab labelled “PerfectIt,” where you can run the software to check against any style sheets and preferences. I mainly use the Chicago Manual of Style (CMOS) and the Conscious Language style guide.

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Since I also have a subscription to the digital version of the Chicago Manual of Style. PerfectIt checks the main CMOS rules and style preferences. It even has a handy pop-up that tells where in the guide you can read more about any given rule. Digital access is priceless because of its search and bookmarking functionality.
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How I Use PerfectIt
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I run it at the beginning and end of my book editing projects. After I do a basic clean-up of the manuscript (find and replace for extra spaces, extra punctuation, formatting stuff), I run PerfectIt. It allows me to see recurring problems and style decisions and words I need to add to my style sheet.

I also run in at the end of the editing process to catch any remaining inconsistencies and errors. I love how it catches sneaky things like brackets and quotes left open, abbreviations defined two ways, and inconsistent capitalization of words.

This tool helps catch so many surface issues so that I can spend more time on the substantial tweaks and suggestions that will further elevate and refine my clients’ stories. It’s a great tool for every editor’s toolbox. I don’t know how I lived without it, honestly…

 2. Macros

A macro is a tiny program that you can write or tweak that does repetitive tasks at the click of a button or keyboard shortcut. The great thing about macros is they don’t get tired or distracted, and they can do repetitive tasks fast. Here’s my recommendation on where to start with macros:
  • Paul Beverley, the king of macros, freely shares a huge suite of macros on his website
  • Tech Tools for Writers – 20-Minute Macro Course
  • Search the Editorial Freelancers Association (paid subscription) for some good webinars on macros
​The best way to approach incorporating macros is to think about which tasks you do repeatedly and how much time you’d save if you automated them. 

The two most useful macros to start with for most editors are MerriamFetch and GoogleFetch. These macros look up the highlighted word in the Merriam-Webster online dictionary or google a word. I have them set up to keyboard shortcuts so whenever I need to fact-check or look up a word it’s done instantly and opens in a new tap on my second monitor. No more toggling back and forth between windows.

Another more powerful macro from Paul Beverley is ProperNounAlyse. It scans the whole manuscript and creates a separate document with all the proper nouns, in alphabetical order, and highlights any potential errors. For example, Erika Steeves vs. Erika Steves, Brandon vs. Brandan—which is helpful in finding those character-name inconsistencies over a long document. Overall, it’s a fantastic consistency aid.

Macros are powerful, so remember to start slowly and with a few macros at a time.

3. Style Guides and Online Dictionaries

Style guides are different from style sheets. A style guide, like CMOS, APA, MLA, etc., is the guidance around how to treat capitalization, punctuation, abbreviations, and endless other important style decisions that keep books up to professional standards. For fiction, the style guide of choice is the Chicago Manual of Style. 

A style sheet is like a mini guide for each individual editing project, where the editor documents style preferences for general spelling, punctuation, typography, capitalization, and even details about characters, places, and timeline—all in an effort to maintain consistency and spot errors. It’s especially useful when you’re trying to remember whether a character has short brown hair and blue eyes. And weren’t they left-handed? It’s easy for those details to shift across a whole book. We copyeditors are diligent and meticulous creatures, and style sheets help us manage all the details that keep the manuscript internally consistent.
CMOS is the gold standard for fiction editing. They have an online version, a great blog, and monthly Q&As. I recently learned they have practice quizzes, which are fun.

Here are some other style guides that are incredibly useful. 

  • ​​Conscious Style Guide
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    This essential guide to conscious language helps writers and editors think critically about how they use language. The style guide covers terminology for various communities, offers links to key articles debating usage, and overall helps keep me informed and up-to-date on all facets of conscious language, including topics on gender and sexuality, ethnicity and race, disability, plain language, and more.

    You can even download a Conscious Language PerfectIt style sheet here. Just import it into PerfectIt and it’ll flag so many conscious language issues. It’s amazing!


  • Conscious Language Toolkit
    Another great resource I can’t recommend enough is the Conscious Language Toolkit for Editors, created by Crystal from Rabbit with a Red Pen. It’s an incredibly useful resource and I highly recommend it.


​Dictionaries and Usage Resources
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  • Merriam-Webster
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    For U.S. spelling, I have the Merriam-Webster website on-call via a macro that instantly looks up any word I highlight. 
 
  • OneLook
    This online dictionary pulls definitions from a variety of dictionaries! Top-notch resource for anyone writing or editing.
 
  • Google NGram Viewer
    I frequently use this tool to see prevalent usage out of a variety of options. Things like whether a term is most commonly hyphenated, closed, or open.​ ​

4. Productivity Tools for Editors

I’m WFH for life! Over the years, it’s been important for me to learn how to actually get down to work instead of doing what everyone pictures us freelancers doing, aka staying in our PJs all day, doing laundry, watching TV, and avoiding work. 

Not going to lie—it took me a while to appreciate how useful it is to have regular routines, “work” clothes, and a separate “office” space to go to, even though my commute is less than 30 seconds long. Plus, a regular time in my day to go to the gym (which is also my living room) and head outside for a walk. 

These tools have helped me manage my time, projects, and information so that I’m not constantly anxious and running around doing 20 different things without completing any of them. They’re the meta tools that help me run my editorial business.

  • Google Calendar
    Everyone needs a calendar! Mine is digital because I like the reminders, but I also blend it with a physical bullet journal. I have several calendars: one for my business, one for House of Zolo meetings, and several shared calendars that I can switch between to see what’s happening in various online communities I’m part of. It’s also easy to invite people to calls and have the Zoom link available in the invite, which is great for networking and coworking.
 
  • Google Tasks
    I’ve tried so many task managers over the years: Todoist, Marvin, Evernote, Trello, Asana, anything that would help me implement David Allen’s Getting Things Done methodology, or some other system that would seduce me for a time. After a while, I would abandon these systems and let them self-implode under the weight of me not daring to open the app…

    What’s working for me these days is something much simpler. Enter Google Tasks, built right into Gmail. It’s just a collection of lists with tasks. But the most useful part for me is how you can drag emails into these lists! No more retyping tasks from emails or having to search your email for some attachment later. You can just drag the email message itself into a list and it’ll be there waiting for you! 

    I use this for all my admin backlog like business expenses, correspondence with clients, and other emails I want to do something with but not right now. ​​​
Hot tip: I recently learned from a coworking buddy that you can snooze SENT messages. I knew about the power of snoozing and schedule-sending messages in Gmail, but I had no clue you could snooze sent emails to appear at the top of your inbox on a specific date and time. I’m now using this to help me follow up with people in my ongoing networking efforts. I just need to wait for the messages to resurface care of my Past-Self and follow up with people. It’s genius.

In combination with the Snooze function and being able to set reminders within the tasks, these simple lists are keeping me on track. It’s seamless in its simplicity.

  • Momentum App – Productive Flourishing
    Google Tasks is great for discrete lists of tasks and reminders, but what about an actual planner that will help you break down projects, decide what to do when, and see things at different timescales (yearly, quarterly, monthly, weekly, daily)? 

    ​The Momentum app grew out of a physical planner (and printable PDF sheets) developed by Productive Flourishing. I’m a big fan and used their planner PDF pages until they built this paid app. I love planning out my editing projects, including the daily quotas I need to hit to complete my projects on time. It helps me feel in control of my time. I know what I’m doing and what’s coming up next. I’ve leveled up so much from following their blog and being involved in their community.​​
You can still download free daily, weekly, and monthly planner pages from their website; it’s so valuable to write down and prioritize your projects.

  • Obsidian – free notetaking app
    Of course since I’m into productivity it’s inevitable that I would eventually stumble into the world of “personal knowledge management.” I recently read Tiago Forte’s really great book Building a Second Brain, which inspired me anew to find a notetaking app that would work for me. Check out his video on how to decide what type of notetaker you are (I’m a Gardener!). 

    As an editor, I consume a lot of information and like to keep up-to-date with professional development. I take my notes in here and link up to any additional worksheets and documents in Google Drive.

    I was using Roam Research for a few years, and it's an amazing tool, but I recently switched to the free app called Obsidian that does a lot of the same things. I like both because they're like a digital bullet journal that I can search and use bidirectional linking (like a giant interconnected brain for all my related notes). I also love interstitial journaling—a blend of notetaking, time tracking, and daily tasks in one workflow—which Roam allows you to do really easily. This video on interstitial journaling from Ness Labs, one of my favourite blogs on mindful productivity, blew my mind and gave me words for how my brain already works.
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Obsidian is worth checking out if you’re a nerd for this stuff.

  • Calendly – to book appointments with clients
    I typically send calendar invites to people via Google Calendar. But for having people book consult calls and for my clients to book their post-edit Zoom chats with me, Calendly has been great. It makes it so easy when people can just book in a time that works based on my calendar availability. Cuts down on so much back and forth!

  • Pomofocus – free online timer app
    I was introduced to this amazing free tool by the Freelance Editors Club. We do weekly coworking on Zoom, and Tara uses this timer on her screen to help us focus. ‘Pomo’ comes from the Pomodoro time-management method where you work in focused batches of 25 minutes (or any length of time) followed by a break. The breaks are key. As an editor my job is very sedentary and solitary, so being involved in online communities is so good for feeling more connected and accountable to my goals. 

    Even beyond these coworking sessions, I’ve started using the Pomofocus timer for myself and other freelancer friends who want to cowork. As a lifelong learner who likes structure and habit, it’s the best feeling knowing I’ve built my business to feel like I’m always following my interests, learning new skills, and connecting with writers dreaming up incredible stories. ​
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I also really love Toggl for keeping track of time based on clients and projects.

Which Tools Do You Love?

Editing is a complex and multifaceted process that requires a range of skills, tools, and resources. Whether I’m working on a science fiction series, a short story, or a blog post, these tools in my editing and business toolkit help me every day.

Have you bookmarked any of these? Which resources do you use every day? I always love learning about new tools, so let me know in the comments!
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Hi! I'm Erika.
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I help sci-fi and fantasy authors publish unputdownable series. I specialize in copyediting and proofreading, and also provide custom story databases to help you keep track of all your world-building details. 
How to connect with me:
  • Join my waitlist (and be the first to hear about upcoming editing spots!)
  • Follow me on Instagram

3 types of editing every self-publishing writer needs to know

5/18/2018

 
Big picture, details, and quality control. AKA developmental, copyediting, and proofreading. There is an order to them. ⬇️
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Why you need an editor
​​​It’s not just you! Everybody needs an editor. It’s just a function of the human mind that you will gloss over errors in your own writing. You see what you intended to write, not always what you did write. So don’t sweat the details – that’s what an editor is for.

​Editors bring a fresh pair of eyes to your writing, seeing every word for the first time. Missing words or repeated words will pop right out (whereas this might be your 27th time re-reading your draft and you’re too familiar with it!). 
Types of editing

​Here are three basic types of editing that self-publishing writers should know about; knowing what kind of editing you need will help you find an editor that’s the right fit for your book. ​​
1. Developmental Editing​

The big picture phase (aka The Forest)  

​Often called developmental or structural editing, this is where an editor focuses on the structure, flow, and organization of the content. Does the order of your chapters make sense? Do they  unfold in a rational and logical way? Are your transitions solid? Do your ideas flow in a way that will make sense to your reader? At this stage the goal is to set the content in its optimal order.
2. Copyediting​

The details phase (aka The Trees) ​

Often called copyediting (or line editing or stylistic editing), this is the phase where the editor gets into the nitty-gritty details, smoothing over problem areas in grammar, punctuation, and overall consistency. An editor will also consider things like biased language, use of jargon, plain language, and sentence variety.
 
Writers tend to associate editing with correcting overt typos, spelling, and punctuation errors 
— i.e., a manuscript with lots of red ink, or in this day and age, track changes. But there are other not-so-obvious errors that copyeditors are pros at spotting.
 
For example, copyeditors also ensure consistency in hyphenation, abbreviations, numbers, and capitalization, and they even fact-check place/character names and timeline considerations. This is on top of all the language and style preferences that copyeditors compile in a style sheet, where they keep track of all the rules and preferences applied across the document.
 
The copyeditor will also catch details like a character’s name spelled in multiple ways or the fact that the main character’s eyes are suddenly blue in chapter 6. Consistency across all these different dimensions is what keeps your reader glued to your narrative: a book riddled with errors, even minor consistency errors, can jar the reader out of the flow of the narrative. When this happens, they go from reading the story to reading the words 
— stuck at the surface of the page. Copyediting is the magic that keeps your reader happily immersed in your story. 
3. Proofreading 

Quality control phase (aka The Final Pass)

This is the proofreading phase. Although a lot of people conflate copyediting and proofreading, proofreading is technically the final phase of the editing process. Once the manuscript has been copyedited and formatted, the proofreader makes sure everything is as polished as possible, catching any remaining typos and formatting errors/inconsistencies (like table of contents numbering that doesn’t point to where it should or inaccurate cross-references, leading you down a rabbit hole).  Essentially, the proofreader works on the final copy to ensure maximum quality control.
 
In an ideal world, a different editor would work on each level of edit (structural, copyedit, proofread), but time and budget constraints often mean that one editor will do several or all of these. One thing is for sure though – finalizing the structure of the narrative happens before handing off your manuscript to a copyeditor or proofreader to polish the language. 

Read more:
  • Where to find a professional book editor
  • Why you should get sample edits before you hire an editor
  • How editors read for continuity (and why it matters!)

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​Hi! I'm Erika.
​
I help sci-fi and fantasy authors publish unputdownable series. I specialize in copyediting and proofreading, and also provide custom story databases to help you keep track of all your world-building details. 
​

How to connect with me:
  • Join my waitlist (and be the first to hear about upcoming editing spots!)
  • Follow me on Instagram

    ABOUT THE EDITOR

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    Hi, I'm Erika, a speculative fiction editor obsessed with the nitty-gritty of editing and self-publishing.

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