Posts Tagged ‘book indexing’

ASI 2021 Virtual Conference: The Order of Things–Indexing Then and Now

Saturday, August 14th, 2021

The American Society for Indexing held its 2021 Virtual Conference, “Get Your Indexing Shot in the Arm,” on Friday, April 30, 2021 and Saturday, May 1, 2021.  Three sessions were held virtually on Zoom each day.

In the first session on Saturday, The Order of Things: Indexing Then and Now, Michele Combs discussed the history and origins of indexing.  Three thousand years elapsed between the invention of the alphabet and its application to information organization.  Her presentation described the evolution of books and documents from clay tablets and scrolls to codices, illuminated manuscripts, printed volumes, e-books and web-based publications.  She traced the emergence of the modern index in the age of Gutenberg’s printing revolution.

She pointed out that the index can be viewed in three ways: as an object, as a tool, and as an explosive device.

An index as an object contains a list of things in a hierarchy.  Indexes, as we know them, required both the invention of the alphabet with a fixed order, and the development of locators and other finding aids for access to specific information within documents.  Scrolls, as the first physical books, were awkward to handle and store, and indexes, could only point to a scroll as a single document, and not to a specific location within a scroll.  Codices, as collections of individual pages bound into volumes, were the first books that were appropriate for indexing.

In the fifteenth century, the concept of index as tool emerged.  The invention of the moveable-type printing press made books accessible to a literate population.  Indexes became common features in books, and by the 1800’s, indexes were essential in scholarly works.  By the eighteenth-century, the first encyclopedias were mass produced, which included an index.

The idea that anyone should be able to find out anything about everything, led to the concept of the index as explosive device.  The index “explodes” the unity of the book as a whole, transforming the author’s linear narrative into discrete bits of information that the reader can then recombine at will, finding his or her own connections.

In the next blog posting I will discuss the second Saturday session of the ASI 2021 Virtual Conference.  For more information about the services provided by the author of this blog, see the Stellar Searches LLC website, http://www.stellarsearches.com.

ASI 2021 Virtual Conference: Forget the Theme–Mind the Variations

Wednesday, July 7th, 2021

The American Society for Indexing held its 2021 Virtual Conference, “Get Your Indexing Shot in the Arm,” on Friday, April 30, 2021 and Saturday, May 1, 2021.  Three sessions were held virtually on Zoom each day.

In the third session on Friday, Forget The Theme: Mind the Variations, Daniel Heila presented an informative overview of terms and concepts within historical, theoretical, and biographical musical literature that present challenges to indexing.  With a focus on classical music, issues addressed included the following:

  • Music history
    • music era designation and its asynchronous relationship to other arts
    • same term, different era, different usage
  • Music theory
    •  note value and time signature terminology
    • harmonic concepts through history
    • instrument families
  • Music biography (composers)
    •  division of life of artist, differing approaches
    • member of what schools, differing opinions
    • name spelling variants

He pointed out that “neoclassical” describes a twentieth-century movement that drew inspiration from the Classical period, while the tendency described as “Romantic” developed at different times in different contexts.  An indexer who encounters a term like “Romanticism,” should “mind the variations.”

Discussing music notation, he remarked that the graphic scores by certain twentieth-century composers, in which specific pitches and rhythms are left to the performer’s discretion, were not really a new development.  He showed examples of equally unspecified scores from the Renaissance and the dawn of Western music notation in the Middle Ages.

He stressed that the “humble” triad, fundamental to centuries of music and an apparently “simple” building block, should not be taken for granted.  He showed how its context and function can enormously complicate its apparent simplicity.

In closing, he brought up the favorite “silent” piece, John Cage’s 4’33”, to illustrate the concept of music as nothing but “organized sound.”

In the next blog posting I will discuss the first Saturday session of the ASI 2021 Virtual Conference.  For more information about the services provided by the author of this blog, see the Stellar Searches LLC website, http://www.stellarsearches.com.

 

ASI 2021 Virtual Conference: Maximize Your Data-entry Efficiency!

Monday, May 3rd, 2021

The American Society for Indexing held its 2021 Virtual Conference, “Get Your Indexing Shot in the Arm,” on Friday, April 30, 2021 and Saturday, May 1, 2021.  Three sessions were held virtually on Zoom each day.

In the first session on Friday, You Can Do It!  Maximize Your Data-entry Efficiency!, presenter Connie Binder focused on ways for indexers to increase their speed in order to increase their income, as the more work you can do, the more money you can make.  The session explored time-saving data entry tips, including importing lists of terms, as well as using abbreviations/acronyms, macros, indexing software functions, and keyboard shortcuts.

Abbreviations save an incredible amount of time, frustration, keystrokes, and scrolling.  In Cindex, you can maintain multiple sets of abbreviations for use on different occasions.  Abbreviations in Cindex are case-specific, so she recommends using only lowercase.   They are unlimited in Macrex and SKY, where they are called acronyms.

For acronyms she uses the spelled-out form as the main-entry, with a cross-reference from the acronym.  She creates an abbreviation with the lowercase version of the acronym that expands to the spelled-out form.  That way, she can use the uppercase acronym in subentries.

Macros allow you to combine actions that would normally take multiple keystrokes into a single keystroke combination.  She recommends Margaret Berson’s Megabit Macros (https://edit-mb-com/megabit/).  Using this program, an indexer can copy and paste data from a PDF into the indexing software, stripping out unwanted formatting and line breaks.  An indexer can copy the direct name of a person and paste it into the indexing software in inverted format.  Among other possibilities, it may also be used to copy the title of a work and paste into the indexing software in italics with parentheses ready to type in the name of the creator.

Each indexing software has the capability to create macros.  Any time you are repeating the same keystrokes, create a macro to do the tedious work for you.  Macros can be set up for the following:

  • Name inversion
  • Scientific names
  • Double-post creative works
  • Copy a record and change the page number to bold for illustrations
  • Make dates parenthetical
  • Turn “city in state” into “city, state”

Cindex has up to 10 macros, while Macrex has up to 48 macros, and SKY has up to 26 macros.

In the next blog posting I will discuss the second Friday session of the ASI 2021 Virtual Conference.  For more information about the services provided by the author of this blog, see the Stellar Searches LLC website, http://www.stellarsearches.com

 

ASI Virtual Conference: Macros

Thursday, October 1st, 2020

This is the sixth in a series of blog postings on the American Society for Indexing’s (ASI) Virtual Conference, held on Saturday, May 2nd.  The Annual Conference in Raleigh, North Carolina was postponed until 2021 because of COVID-19.

Held on Zoom, the sixth and final session, Macros for Indexer Profitability, was presented by Gale Rhoades.  She defined macros as a collection of keystrokes or commands for a program, such as Microsoft Word or dedicated indexing software.  The purpose of macros is to manage repetitive or frequently used actions.  Reusable, macros can be transferred from one document file to another within the same program.

She demonstrated the internal Microsoft Word macro “InitCleanup.”  This macro prepares a PDF file of a previous index, which she imported into Macrex, the dedicated software she uses for indexing.  PDF files can be easily converted into Word and then edited for use in dedicated indexing software.  The macro performs dozens of operations, including many find/replace occurrences, yet takes only a few minutes.  She said it is worth the usually brief time needed to set up a macro.  All dedicated indexing software programs have the functionality to create macros.

She also demonstrated the external macro set Megabit Macros, created by Margaret Berson.  Megabit Macros operates with the engine Macro Express, both of which must be purchased in order to work.  The indexer highlights the chosen text portion in the open PDF of the manuscript page proofs and presses the appropriate keyboard shortcut.  Megabit Macros is especially helpful when entering names from the PDF into the index.

This concludes my discussion of the Virtual Conference.  For more information about the services provided by the author of this blog, see the Stellar Searches LLC website, http://www.stellarsearches.com

 

 

ASI Virtual Conference: Before You Say Yes (Or No)

Tuesday, September 1st, 2020

This is the fifth in a series of blog postings on the American Society for Indexing’s (ASI) Virtual Conference, held on Saturday, May 2nd.  The Annual Conference in Raleigh, North Carolina was postponed until 2021 because of COVID-19.

Held on Zoom, the fifth session, Before You Say Yes (Or No), presented by Anne Fifer, focused on how to evaluate an indexing project before accepting–or declining.    To evaluate a potential project, she suggested asking questions about the client, the client’s indexing expectations, and questions about the text.

Questions about the client:

  • How did the client find you?
  • What does the client know about the indexing process?
  • Will the client treat you like a professional?
  • Will there be respect for personal boundaries?

Questions about the client’s indexing expectations:

  • Is this an embedded indexing, standard back-of-the-book, or e-book indexing project?
  • Expectations for length or granularity of the index.
  • Project style, layout, and typography requirements.
  • What is the turnaround time?  When will the manuscript be available for indexing?

Questions about the text:

  • How structured is the text?
  • Evaluate the topic and level of subject.  Is the topic in your comfort zone?
  • How will the quality of writing affect the indexing process?
  • Determine what needs to be indexed.  Are there special elements, for example: illustrations, tables, footnotes or endnotes, or appendices?
  • Evaluate several chapters from the middle of the book to assess the quality of the writing and the organization of the book.

I will discuss the sixth session of the Virtual Conference in the next blog posting.  For more information about the services provided by the author of this blog, see the Stellar Searches LLC website, http://www.stellarsearches.com

 

ASI Virtual Conference: The Naked Indexer

Wednesday, July 1st, 2020

This is the third in a series of blog postings on the American Society for Indexing’s (ASI) Virtual Conference, held on Saturday, May 2nd.  The Annual Conference in Raleigh, North Carolina was postponed until 2021 because of COVID-19.

Held on Zoom, the third session, The Naked Indexer, featured an experienced indexer, Fred Leise, working on an index in real time.  The session opened a window into his indexing processes and methods as he explained his choices along the way. On a split screen, he showed the PDF of the document and the Cindex indexing software in which he was working.  He selected headings and subheadings and entered page references for the scholarly book which he was indexing for the first time.  He also answered questions, prompting lively discussion.

The session, often presented at ASI past conferences, was a highlight of the virtual conference.

I will discuss the fourth session of the Virtual Conference in the next blog posting.  For more information about the services provided by the author of this blog, see the Stellar Searches LLC website, http://www.stellarsearches.com

 

ASI Virtual Conference: Time Management Techniques

Monday, June 1st, 2020

This is the second in a series of blog postings on the American Society for Indexing’s (ASI) Virtual Conference, held on Saturday, May 2nd.  The Annual Conference in Raleigh, North Carolina was postponed until 2021 because of COVID-19.

Held on Zoom, the second session, New Time Management Techniques for the Savvy Indexer, was presented by Diana Witt.

She started with a review of basic time management techniques.  She recommended using time tracking tools to see how fast you are indexing.  Dedicated indexing software often keeps track of how long you have been indexing in a session.

Although she said embedded indexing is slower than back-of-the-book indexing, software such as Index Manager can reduce the amount of typing by highlighting terms and, thus, increase speed.

She said it is important to manage the amount of time spent on clients’ e-mails.  Be sure to give a prompt response and have indexing samples ready in case they are requested.

She also focused on how publishing industry changes have impacted our ability to manage our time and workflow.  She described portal systems now used by publishers, which are third party billing systems that require more documentation.  These changes have greatly increased the amount of time indexers must spend on non-indexing tasks in order to run their businesses efficiently.

I will discuss the third session of the Virtual Conference in the next blog posting.  For more information about the services provided by the author of this blog, see the Stellar Searches LLC website, http://www.stellarsearches.com

 

ASI Virtual Conference: Standout Self-Promotion

Friday, May 8th, 2020

Since the American Society for Indexing’s (ASI) Annual Conference in Raleigh, North Carolina was postponed until 2021 because of COVID-19, a Virtual Conference was held on Saturday, May 2nd.  In a series of blog postings, I will discuss the six sessions at the Virtual Conference.

Held on Zoom, the first session, Standout Self-Promotion: Four Steps to Winning More Work Before You Start Chasing Clients, was presented by JoAnne Burek.

Four Steps

  1. Specializations
  2. Indexing society directory profile
  3. Website
  4. Responses to email queries

Step 1: Specialization

  1. Makes it easier for clients to find you
  2. Helps you focus your marketing
  3. Reduces the number of sample indexes you need
  4. Makes it easier to produce your first paid index

Step 2: Indexing Society Directory Profile

  1. How clients make buying decisions
  2. How we read a web page, most critical at top
  3. Write your profile “excerpt-first”
  4. What not to put on your profile – meaningless statements applying to all indexers

Step 3: Website

Template includes:

  • Home Page (Specialties, Contact Info)
  • About Page  (Qualifications)
  • Portfolio Page  (Books published, Sample Indexes)
  • Services Page  (How I work)
  • Testimonials
  • Authority Content

Step 4: Responses to Emails

Elements for Emails

  1. Meaningful connection
  2. Unique value … your Why
  3. Credibility and proof
  4. Soft call to action

I will discuss the second session of the Virtual Conference in the next blog posting.  For more information about the services provided by the author of this blog, see the Stellar Searches LLC website, http://www.stellarsearches.com

Conclusions on Ethics in Indexing

Tuesday, July 2nd, 2019

This blog posting concludes the discussion on ethics in indexing.  Ethical issues are concerns that compel professionals to think about doing the right thing.  Janet Perlman includes a section, “Ethics and Professionalism,” in her book, Indexing Tactics & Tidbits: An A-Z Guide, Information Today, Inc., Medford, NJ, 2016, pp. 41-44.  On March 25, 2015, Heather Ebbs presented an American Society for Indexing webinar on “Ethics in Indexing.”  She focused on a number of scenarios highlighting ethical situations that indexers might face.

In all the cases, Ms. Ebbs said, communication with the client is key.  The indexer has a responsibility to the reader, the publisher, and the author.  To resolve differences, “communication is huge.”

If an indexer encounters biased language, Ms. Ebbs said she has an ethical obligation to the reader.  In addition, Ms. Perlman describes how bias in indexing may occur from the inclusion or exclusion of material.  An indexer may create more entries for material or points of view that she agrees with than for those she disagrees with.  This may be done without her even realizing it.  Or, an indexer may be aware of her disparagement of a certain point of view and intentionally create no entries for that material, or fewer entries than the text warrants.

The indexer should also adhere to business ethics and a code of ethics.  I discussed the American Society for Indexing’s Best Professional Practices for Indexers in a previous blog posting.

For more information about the services provided by the author of this blog, see the Stellar Searches LLC website, http://www.stellarsearches.com

Another Ethical Indexing Scenario

Monday, June 10th, 2019

This series of blog postings continues the discussion on ethics in indexing.  On March 25, 2015, Heather Ebbs presented an American Society for Indexing webinar on “Ethics in Indexing.”  She focused on a number of scenarios highlighting ethical issues that indexers might face.

Strong Beliefs

A friend of a sibling asks if you would index her book on child health in a few months once she has finished writing.  Normally you would ask to see a few sample chapters, but she catches you in a good mood on a busy day and after you negotiate prices and timelines, you push it to the back of your mind.  A few months later the pages arrive, and as you begin indexing, you notice two things.  First, the book is rife with typos.  She is self-publishing and appears not to have the book edited.  Second, you are dismayed to discover that she feels very differently about child health from the way you do.  In fact, you consider that much of her book contains misinformation.

Ms. Ebbs said that the indexer should let the author know early on that she may want to get the book edited.  The indexer may include information about typos that might need to be corrected.  She said that the indexer could approach the author about misinformation by saying, “By the way, you may want to check this fact.”  When she has done this, she said it worked out very well.

She said that if due to strong beliefs, “If you do not honestly feel you can take on this project, excuse yourself from indexing.”

I will wrap up our discussion of ethics in indexing in the next blog posting.  For more information about the services provided by the author of this blog, see the Stellar Searches LLC website, http://www.stellarsearches.com