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    Copyediting and Proofreading:

    Some BasicsBarbara Gastel, MD, MPH

    Texas A&M University

    Knowledge Community Editor,AuthorAID @ INASP

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    www.authoraid.info

    http://www.authoraid.info/http://www.authoraid.info/
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    Overview

    Definitions

    Copyediting: reasons, levels, tasks, tools,

    advice, resources

    Proofreading: purposes, types, things to look

    for, ways to indicate changes, advice

    Characteristics of good copyeditors and goodproofreaders

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    Definitions

    Copyediting (also called manuscript editing)

    revision of material written by others to

    increase its suitability for publication or

    distribution

    Proofreadingcorrection of typographical and

    other errors in written material before it is

    published or distributed

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    Copyediting

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    Reasons to Copyedit:

    The 4 (or 5) Cs

    Clarity (defined in terms of the intended reader)

    Correctness Of grammar, spelling, punctuation, usage

    Of facts Conciseness (briefness)(saves reader time,

    saves publisher space)

    Consistency

    Within a manuscript With the publications style

    (Courtesyrespectful wording)

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    Whom does the copyeditor serve?

    At least 3 constituencies:

    Reader

    Author

    Publisher

    Ideally, reader comes first

    Should try to serve the interests of all

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    Levels of Editing

    Light editinglimited largely to correctingmechanical problems (such as errors ingrammar, spelling, punctuation, and reference

    format) Medium editingalso can include, for

    example, making wording more concise andimproving sentence structure

    Heavy editingcan include, for example,reorganizing a document or rewriting part of it

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    Levels of Editing: Some Notes

    Tends to be a continuum

    Boundaries can vary

    Underlying concepts to remember

    Existence of various extents of editing

    Helpfulness of determining early what extent ofediting is desired

    Level of editing doesnt mean how manyeditorial changes were made; something canbe lightly edited but contain many corrections

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    Microediting and Macroediting

    Microeditingfocuses on small-scale aspects

    of a manuscriptfor example, grammar,

    spelling, and punctuation

    Macroeditingdeals with large-scale aspects

    of a manuscriptfor example, the overall

    structure

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    Copyediting:

    Some Examples of Common Tasks

    Correcting errors in grammar, spelling,punctuation, and usage

    Making sure the specified style and format are

    followed Making wording clearer, more concise, and

    more graceful

    Making language by non-native speakers moreidiomatic

    Checking logic

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    Copyediting:

    More Examples of Common Tasks

    Improving the organization of the manuscript

    and its parts

    Improving the design of tables

    In some cases, inserting instructions for

    typesetting or posting

    Querying the author when information is

    needed to ensure that the writing is clear,

    correct, and consistent

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    Querying

    Definition: asking the author questions

    Some items to query about

    Missing information

    Inconsistencies (for instance, between table and text)

    Ambiguities

    Possible inaccuracies (for example, unusual spellings)

    Revisions that might change meaning

    Something not to query about: routine editorial

    changes

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    Possible Formats for Querying

    Attaching paper tags or self-adhesive notes

    Writing notes by hand in the margin

    Inserting queries in textfor example: Using the Comments feature in Track Changes

    Inserting the queries in the text, for example in

    boldface or in a different color

    Providing a separate list of queries

    Combining two or more of these methods

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    Some Advice on Querying

    Use wording that helps elicit the needed

    information:

    Not: Is this correct?

    But: These numbers dont seem to add up.

    Please check them and make any needed

    corrections.

    Word queries concisely. Word queries politely and respectfully.

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    Some Tools

    Dictionaries

    General

    Specialized (for example, medical dictionaries)

    Other reference works in the journals field

    Online resources

    OneLook Dictionary Search (www.onelook.com)

    Various sources for fact checking

    Other

    http://www.onelook.com/http://www.onelook.com/
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    More Tools

    Style manuals

    Style sheets

    For a journal as a whole

    For specific manuscripts

    Other

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    Style Manuals

    The ACS (American Chemical Society) Style Guide

    AMA (American Medical Association) Manual ofStyle

    The Chicago Manual of Style The MLA (Modern Language Association) Style

    Manual and Guide to Scholarly Publishing

    Publication Manual of the American Psychological

    Association Scientific Style and Format

    Other

    http://pubs.acs.org/page/books/styleguide/index.htmlhttp://www.us.oup.com/us/companion.websites/9780195176339/toc/?view=usa&view=usahttp://www.us.oup.com/us/companion.websites/9780195176339/toc/?view=usa&view=usahttp://www.press.uchicago.edu/cgi-bin/hfs.cgi/00/15542.ctlhttp://www.mla.org/store/CID29/PID341http://www.mla.org/store/CID29/PID341http://www.apastyle.org/manual/index.aspxhttp://www.apastyle.org/manual/index.aspxhttp://www.resourcenter.net/Scripts/4Disapi07.dll/4DCGI/store/item.html?Action=StoreItem&Item=13693&LoginPref=1http://www.resourcenter.net/Scripts/4Disapi07.dll/4DCGI/store/item.html?Action=StoreItem&Item=13693&LoginPref=1http://www.apastyle.org/manual/index.aspxhttp://www.apastyle.org/manual/index.aspxhttp://www.mla.org/store/CID29/PID341http://www.mla.org/store/CID29/PID341http://www.press.uchicago.edu/cgi-bin/hfs.cgi/00/15542.ctlhttp://www.us.oup.com/us/companion.websites/9780195176339/toc/?view=usa&view=usahttp://www.us.oup.com/us/companion.websites/9780195176339/toc/?view=usa&view=usahttp://pubs.acs.org/page/books/styleguide/index.html
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    Some Advice on Copyediting

    Make changes only if you can state reasons forthem.

    Dont over-copyedit. (If an item is clear, correct,

    concise, consistent, and courteous, leave it as is,even if you would have said it another way.)

    If in doubt, check.

    Review the piece of writing more than once.

    Keep learning.

    Enjoy copyediting! It can be fun and satisfying.

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    Some Resources

    The Copyeditors Handbook, 2nd edition, by Amy

    Einsohn. University of California Press, 2005.

    Editing and Publication: A Training Manual, by Ian

    Montagnes. International Rice Research Institute,1991.

    Posted on Google Books and at

    books.irri.org/getpdf.htm?book=9712200094 Also available through the AuthorAID website

    (www.authoraid.info)

    http://www.ucpress.edu/books/pages/8429001.phphttp://books.irri.org/getpdf.htm?book=9712200094http://www.authoraid.info/http://www.authoraid.info/http://books.irri.org/getpdf.htm?book=9712200094http://books.irri.org/getpdf.htm?book=9712200094http://books.irri.org/getpdf.htm?book=9712200094http://www.ucpress.edu/books/pages/8429001.php
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    Proofreading

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    Some Purposes of Proofreading

    To correct typographical errors

    To correct serious errors somehow not

    corrected during copyediting

    To correct some kinds of page-layout

    problems

    Other

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    Types of Proofreading

    Comparison: compare current version (livecopy) and previous version (dead copy)possible approaches:

    One person (looking back and forth) One person plus voice recorder

    Two people (with one person reading aloud)

    Other

    Noncomparison: proofread without looking atprevious version

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    Proofreading:

    Some Things to Look ForMain Source:

    Proofreading by Russ Sprague. In: Essays for

    Biomedical Communicators: Volume 2 ofSelected AMWA Workshops. American MedicalWriters Association, 1997.

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    Some Things to Look For

    Typographical errors

    Errors in grammar and punctuation

    Deviations from the requested editorial style

    Inconsistencies in editorial style

    Inconsistencies in information

    Mechanical problems (smudged type, misaligned

    type, etc) Incorrect typefaces or type sizes

    Spacing errors

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    More Things to Look For

    Problems in positioning (for example, of pagenumbers or running heads)

    Failure to update material in template (for

    example, issue numbers) Widows (single lines of text at tops of

    columns)

    Orphans (single lines of text at bottoms ofcolumns)

    Consistency between captions and figures

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    Still More Things to Look For

    Omissions

    Errors in alphabetical or numerical sequence

    Incorrect cross-references

    Incorrect arithmetic

    Poor appearance of graphics

    Poor appearance of tables

    Poor spacing of type (for example, rivers orlakes)

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    Some Ways to Indicate Changes

    By hand

    Use standard proofreading marks (available in manyreference works and, for example, at www.merriam-webster.com/mw/table/proofrea.htm) .

    Clearly mark both the text and the margin.

    Circle instructions.

    Electronicallyfor example on a PDF file

    Mark changes in text.

    Highlight changes that might not be noticed.

    Use the comment feature.

    http://www.merriam-webster.com/mw/table/proofrea.htmhttp://www.merriam-webster.com/mw/table/proofrea.htmhttp://www.merriam-webster.com/mw/table/proofrea.htmhttp://www.merriam-webster.com/mw/table/proofrea.htmhttp://www.merriam-webster.com/mw/table/proofrea.htm
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    Some Advice on Proofreading

    Find out and follow the editorial style.

    Consider using a checklist.

    Review the document more than once.

    Query if necessary.

    Dont make excessive changes (proofreading isntcopyediting). Proofreaders mainly delete, insert,replace, and transposenot rewrite.

    Keep learning.

    Enjoy proofreading! It can be fun and satisfying.

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    Some Characteristics

    of Good Copyeditors

    and Good Proofreaders

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    Some Characteristics of a Good Editor(from Editing and Publication, by Ian Montagnes)

    reads widely and has great curiosity

    can analyze a manuscript even when the subject is unfamiliar, spotdifficulties, and suggest solutions

    is tactful and persuasive in working with authors

    is enthusiastic about work and can inspire enthusiasm in others

    has good judgment about what is important and what isnt

    has a sensitive understanding of language

    keeps secrets

    shows initiative

    is resourceful and enjoys solving problems

    cares about details

    does everything possible to meet schedules

    understands what happens to a manuscript after it leaves the editorialdepartment: design, production, distribution

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    Characteristics of Good Proofreaders

    (from Proofreading by Russ Sprague)

    Excellent memory

    Understanding of and eye for linguistic andtypographical detail

    Thorough understanding of grammar, punctuation, and

    sentence structure Excellent spelling ability

    Good judgment, tact, and diplomacy; sensitivity todeadlines and issues

    Technical knowledge about type, page design, printing

    Persistence

    A sense of humor

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    Thank you!