Nearly everyone involved in publishing would agree that having a standard editorial process in place can help ensure quality in publications. But what does standard mean? Does quality control differ by industry or shop? Or do commonalitiesidentical steps or close variations on a standard processexist across publishing worlds? The Eye asked four professionals from three different industries what process they use to increase the odds that content will be meaningful and mistakes will be avoided:
Alison Knopf, editor of Alcoholism & Drug Abuse Weekly, a weekly newsletter published by John Wiley & Sons.
Alexis Nesbitt, a freelance designer for advertising agencies in the Knoxville, TN, area.
Stephen Wagley, executive editor for reference books at Oxford University Press.
Margaret Walker, a freelance editor, also for advertising agencies in the Knoxville, TN, area.
Despite the wide differences in the publications they handlenewsletters, books, and marketing materialsall four experts described a similar editorial process. Here is the basic sequence of steps they take.
1. Decide what should be written
It sounds obvious, but the first step in any publishing process is to determine the type and scope of the content. At a newsletter like ADAW, with a small staff, the editor herself may decide what goes in each issueand may also report and write the stories.
For a reference book like the ones from Oxford, the content decisions are made by the books editor-in-chief (Usually a major academic, Wagley says) with help from an editorial board and an Oxford developmental editor.
At an ad agency, even more hands may stir the pot. Nesbitt says, After we learn from a client that they need a new campaign, well have a brainstorming session with the creative director, a designer, and a writersometimes with all our designers and writersto decide on the concept that will drive the campaign. We also might come up with actual pieces of the copyheadlines, slogans, or taglines, for example. Once an account executive gets client approval for the concept, the writer can get started.
A newsletter reporter might write copy over the course of five or six hours; a book contributor might take five or six months. In any case, writers must hit their deadlines. A late submission means that the rest of the production processes will have to be compressedhurrying the quality assurance process or skipping some steps of it altogether.
Its important not to fall into the trap of reporting up until the last minute, so you dont have time to write, Knopf says. Sometimes you might need to be a little less ambitious about the story youre doing so you can make the deadline.
2. Substantively review content
Someone in charge must review the content and do one of three things: approve it, approve it with revisions, or reject it. For a book publisher, a developmental editor or a subject matter expert who sits on the books editorial board does this review; for ADAW, the executive editor does it. At an ad agency, both an account executive and creative director do a review. The AE checks to see that copy follows the general guidelines set out for that client; the creative director makes sure the piece is on point with the overall message and creative direction of the campaign.
The creative director might take it upon himself to snazz up the language, says Nesbitt, or tell the author This sounds cheesy, rewrite it, or This is too much; youre overselling. Hes essentially providing quality control in terms of the writing.
3. Copyedit content before layout
Once content has been approved, but before it goes into layout, nearly all publishers (well, all sensible ones) have the material copyedited. The copyeditor generally works in Microsoft Word using the Track Changes function, with a specific three-part mission: to correct errors in spelling, grammar, and punctuation; ensure consistency with a given editorial style; and enhance readability by revising or querying awkward or confusing language.
In some cases, the copyeditor may also be responsible for fact-checking. At Oxford, Wagley says, One thing we have learned over the years is that you cannot depend on authors to get things righteven their own book titles, even if theyre an expert in the field. So we check dates, we check names, we check bibliographies. Our copyeditors are so important in this regard, because they may be the person acting for Oxford University Press who gives an article the most attention its going to receive.
Despite the importance of the copyediting step, Walker says that she often has to fight to get enough time to perform a copyedit: Everyone wants the copy to be perfect, but they dont want to spend the time to get it that way. Particularly at an ad agency, she says, any time spent on editing may be seen as stealing precious, budgeted hours away from designers.
4. Get final copy approval and/or approval of changes
After substantive editing and copyediting, a piece goes back to the writer for approval of the changes and perhaps for resolving queries. Wagley says, In the case of our reference books, were publishing scholarship. So we need to make sure that we havent inadvertently changed something and made it wrong.
Ad agency clients need to review the final copy because this is usually the first time in the process that they will have seen it. If the client has already approved the overall creative direction for the piece, Nesbitt says, Theyll often approve the copy immediately. Or the client may feel that the directioneven if initially approvedis now wrong for them. Or they may have neglected to give clear direction and the content is compromised. At that point, its bounced back for a rewrite.
Many but not all newsletter and magazine editors show reporters a PDF of their articles in layout for final fact-checking; the tight turnaround of a weekly like Knopfs may not have time for more than a final layout readthrough by the editor-in-chief, or someone else who hasnt seen all the copy iterations.
Once the copy is approvedeither immediately or after further revisionsthe text should require minimal changes as it moves forward into a finished design.
5. Proofread copy in layout
After a designer has formatted the copywhether by placing it in a simple two-column format or turning it into an elaborate brochure with display text treatments, pull quotes, and graphicsthe material must be proofread. That means checking the formatting against specifications and correcting any errors or style discrepancies overlooked by the copyeditor (or introduced in design).
In some cases, proofreading consists of a cold read, with no comparison against the source. Oxford used to do [comparison proofing] 10 or 15 years ago, says Wagley, back when compositors actually composed. But they no longer do that; they no longer typeset or even keyboard the manuscript. So our proofreading is essentially another copyeditcorrecting any typos still in the manuscript and checking for correct fonts in headings and other elements.
In other shops, comparison proofing is still the order of the day. Walker says she always checks, at minimum, the beginning and ending of each paragraph to make sure that no text was dropped during layout. She often does a complete word-for-word proofing of the source material against the layout, or more: On a problem piece, Ill even go back and double-check that every single change was done correctlyeven look at the original creative brief to make sure that any elements listed there have been included.
Knopf says, The most important thing is never to proofread on screen. You have to print out [the layout]. Because something happens visually when you see things on the screen repeatedlyyou start to miss stuff. You see things in a new way [on paper], especially if youre proofing something you wrote yourself.
Moreover, it goes without saying that every change sent to the designer must be proofread; that is, after a change is made, someone other than the person who made it must go back and check that it was accurately doneand that no other errors were introduced.
Walker describes a project that went south because the designer decided at the last minute to increase the font size on a section of brochure copy. Problem was, he didnt have a proofreader check behind him. When he increased the font, Walker says, it bumped the last five words of the copy off the page. The mistake wasnt caught until after the brochure had been printed.
6. Check printers proofs with care
This is the last chance to look at the piece in its entirety and catch any anomalies before it is printed.
In the final stages of publishing a book, Wagley says, We may only have a day or two to check page proofs. So were not looking at the words anymore. Were asking, are the running heads correct? Are the folios correct? Do the pages align? Is the art in the right place? Does it have the right caption?
In the same vein, Nesbitt explains that when she checks printers proofs, as a designer, Im looking for any weird visual anomalies. Is there a photograph that looked fine on the screen but now looks blurry? Is there a place where a color has translated weirdly or is way too dark?
Nesbitt cautions that reviewers may want to pay some attention to words. She describes a situation in which she accidentally sent the previous version of a newsletter to a printerthe spring instead of the summer issue. When the production manager got the proofs, she just glanced at the colors and bleeds and OKd the file without putting it through the proofreader because we were on a tight deadline. So the newsletter had the wrong month on it, the wrong season, but it wasnt caught. We printed 5,000 copies, all of which were thrown away at our expense.
The bottom line
Not every publication follows an identical production process. But the guiding force behind every process must be full attention to quality control by all those involved, from start to finish. This theme was repeated again and again by these pros. As Nesbitt says, You have to be thinking about quality all the time. It sounds like a clich, but everyone has to take ownership of it, not just the proofreaderincluding the boring stuff, like checking corrections. Its not the romantic part of putting out a publication, but it has to be done.
Wagley concurs that producing high-quality publications takes a lot of attention. You can always forget something, miss something. We have very good people here and, still, anything can go wrong. Getting it right takes a lot of attention.
In the end, Knopf says, you can have all the production checklists and editorial processes you want, but if youre publishing material that your readers dont care about, its not going to matter. [Quality] is not just about writing and copyediting and layout, she says. Its about great content that comes from great sources. That may be the hardest standard of all to meet.
But if we provide our readers with great information, theyll forgive occasional errorsespecially if we acknowledge serious mistakes of fact or analysis that could confuse people or cause trouble. The Eye is often asked how many mistakes its okay to make in a document. Thats unanswerable, of course. How many cars is it okay to manufacture with faulty airbags? How many angels can dance on the head of a pin? Our advice: Aim for perfection and settle for consistently very clean copy.