Posts Tagged ‘indexing’

ASI 2022 Virtual Conference: Marketing for the Successful Solo Practice

Sunday, July 3rd, 2022

The American Society for Indexing held its 2022 Virtual Conference, “The Future of Indexing: A Mix of Art and Technology,” on Friday, April 29, 2022 and Saturday, April 30, 2022.  Four sessions were held virtually on Zoom each day.

In the third session on Friday, Marketing for the Successful Solo Practice, marketing guru John Coe discussed how solo practitioners can find, sell, and grow their business using savvy targeted marketing.  He focused on four elements in successful marketing campaigns:

  • How to identify the correct person–the most important element
  • What to offer to interest and gain new clients
  • Why communicating by blending email, mail, and phone is best
  • How to write copy that engages and sells

He also covered methods for building relationships and loyalty.  He distributed a white paper with his tips to attendees.

The first step is to define the prospective target company and individuals.  For indexers that would be the following:

  • Production editors
  • Academic editors
  • Packagers
  • Authors

He suggests setting up a database of contact information, which you could load in an Excel file unless you have a CRM or marketing automation system.  Good sources for identifying possible targets include the following:

  • LinkedIn
  • NextMark
  • Literary Marketplace
  • Publishers Global (a directory of publishing houses)
  • Association of University Presses

The three most common methods of targeted marketing are email, postal mail, and phone calls.  He suggests mixing these–for example, send an initial email and follow up with a phone call a few days later.  He said that postal mail can be surprisingly powerful, since a person actually holds and interacts with a letter.

He said it is important not to give up, since the average response rate to mailings is only 2.9 percent, and on average it takes fourteen emails to someone who doesn’t know the sender before they respond.

In the next blog posting I will discuss the fourth Friday session of the ASI 2022 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 2022 Virtual Conference: The Art of Indexing in the Age of Automation

Saturday, June 4th, 2022

The American Society for Indexing held its 2022 Virtual Conference, “The Future of Indexing: A Mix of Art and Technology,” on Friday, April 29, 2022 and Saturday, April 30, 2022.  Four sessions were held virtually on Zoom each day.

In the second session on Friday, keynote speaker Joshua Tallent presented Where Do You Fit? The Art of Indexing in the Age of Automation. He discussed how the publishing industry is changing, the challenges that indexers continue to face, and the opportunities that are likely to present themselves in the future.

He focused on the history of the publishing process and gave his thoughts on process and workflow.  He touched on print on demand and discussed eBooks, saying that changes are on the horizon, particularly with accessibility.  He said that eBooks haven’t evolved that much in the last nine years.  Footnotes in eBooks now pop up, and indexes in eBooks have page number linking.  He said that print books, which are very durable and effective, are not going away.  Back-of-the-book indexes are the most effective way to find content in nonfiction books.  We can continue making them relevant.

Indexes can be adapted with changes in technology and created with more efficient processes.  He suggested that audiobooks need a way to index content.  Publishers need keywords for book discovery and book sales in a metadata creation process.  More than 30 keywords signify higher average sales.  Indexers have the unique skills to provide these list of keywords, he said.

“Being able to adapt is more important than being able to predict,” he said.

In the next blog posting I will discuss the third Friday session of the ASI 2022 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 2022 Virtual Conference: Index, A History of the

Sunday, May 8th, 2022

The American Society for Indexing held its 2022 Virtual Conference, “The Future of Indexing: A Mix of Art and Technology,” on Friday, April 29, 2022 and Saturday, April 30, 2022.  Four sessions were held virtually on Zoom each day.

In the first session on Friday, Paula Clarke Bain discussed the index she wrote for Dennis Duncan’s book, Index, A History of the, which was published in the United States by W.W. Norton in February 2022.   The book was first released in the United Kingdom in September 2021.  It contains two indexes: an automated one by computer program and a professional index by Bain.

In her presentation, Bain discussed the following:

  • book, writing of
  • author-indexer relations
  • indexing process of
  • indexes: automated, computer
  • indexer, personality of
  • index wit
  • syndrome, imposter
  • reception, responses, reviews

In the indexing process, she said that the metaness was creating an index to a book about indexes.  She had to have an awareness of audiences, whether they had index knowledge or not.  There was a dual nature of the text, scholarly and trade, serious and silly.  She includes a letter-by-letter and word-by-word sorting example in the book from its own index.

She includes the indexer’s personality in the index.  She shows humor, snark and wit.  She had to balance neutrality versus subjectivity.  She includes an introductory note and interjections [by PCB].

Some examples of index wit in the index include this entry:

  • cross-references
    • broken see if you can find it
    • circular see circular cross-references
    • hanging, 248 see also orphan
    • serial see bootless errand; comic indexes; crying

If a reader looks up “orphan,” she won’t find anything, as it doesn’t have a target.  The references for “serial” go on and on and eventually lead to “tears.”

In an example of crosswordiness, Bain included an acrostic entry for her last name.  The subheadings under the main entry for her name spell out her name.  She takes a hit at automated indexes with a bit of snark, with an entry under “bad indexes” that has a long string of undifferentiated locators, then adds, see also automated indexing.

She added an example of word golf, word play used by Lewis Carroll, of the phrase “heads and tails” which has become her favorite part of the index.  Originating with a start word, one letter is changed in a see cross-reference each time to get to an end word.  These see cross-references are scattered throughout the index and go around in a circle.

She also discussed impostor syndrome, specifically anxieties, peer reviews, time pressure, and pandemic publishing.  She further reviewed issues and errors.  She pointed out the problems with the US version, in which a list of figures were moved for the computer index, giving the wrong locators in that index.

Reception, responses, and reviews to the book and its index were overwhelmingly favorable, she said.

In the next blog posting I will discuss the second Friday session of the ASI 2022 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: 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: Indexing Without a Client–The Mueller Report

Friday, June 11th, 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 second session on Friday, Peter Rooney and Julia Rooney presented in Socratic-question style, Peter’s work of indexing the Mueller Report.  This is the Report on the Investigation into Russian Interference in the 2016 Presidential Election.

He emphasized the importance of the document and shared his frustration that this historic work did not have an index.  He covered the importance of avoiding bias, and the efficiency of using the table of contents for structure, the use of the metatopic, and the glossary for guidance.  He discussed the difficulty of indexing redacted sections of the manuscript.  Unique categories in the index included events, actions, legal concepts, court cases, and quotes.

The presentation then compared commissioned work with independent work, which is Julia’s area of expertise.  She also discussed publishing the index, including venues and formats for the index.  A website was created for the index, http://www.MuellerReportIndex.net.  Outreach was implemented, including email and mailing campaigns, along with press/media.  The index has also been published in print format as a pocket booklet and folio, with possible alternative formats.

In the next blog posting I will discuss the third 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 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