Developmental/project editing: Coordinating and editing a project from proposal or rough manuscript to final manuscript, incorporating input from authors, consultants, or reviewers.

Does not include the following unless specified: Budgeting, Hiring, Design supervision, Production coordination, Rewriting: Creating a new manuscript or parts of a manuscript on the, basis of content and research supplied by Author. Does not include the, following unless specified: Research, Writing original material

Substantive/structural editing: Clarifying or reorganizing a manuscript for content and structure. Does not include the following unless specified: Research, Writing original material, Negotiating changes with Author

[Note: The agreement will specify whether changes are to be suggested or drafted; if the latter, it will specify whether changes are to be made to hard copy or to the electronic manuscript.]

Stylistic editing: Clarifying meaning, eliminating jargon, polishing language, and other non-mechanical line-by-line editing. Does not include the following unless
specified: Checking or correcting reading level, Creating or recasting tables or figures, Negotiating changes with Author

[Note: The agreement will specify whether changes are to be suggested or drafted; if the latter, it will specify whether changes are to be made to hard copy or to the electronic manuscript.]

Copyediting: Editing for grammar, usage, spelling, punctuation, and other mechanics of style; checking for consistency of mechanics and for internal consistency of facts; inserting head levels and approximate placement of art; editing tables, figures, and lists; notifying Designer of any unusual production requirements.

The term copyediting is often loosely used to include stylistic and even structural editing, fact checking, and markup. It is not so used in this agreement. These other tasks must be specified.

Does not include the following unless specified: Metrication, Providing or editing art manuscript, Providing or changing system of citations Editing index Writing or editing captions or credit lines, Writing running heads, Obtaining or listing permissions needed, Providing front matter (prelims), cover copy, or Library of Congress cataloguing-in-publication data, Editing preface or foreword, Negotiating changes with Author., Seeking approvals from Client’s representatives

[Note: The agreement will specify whether changes are to be made to hard copy, to the electronic manuscript, or to both.]

Markup/electronic coding/tagging: Inserting codes to manuscript, either on hard copy or electronically, to indicate design elements.

Does not include the following unless specified: Creating design in the electronic file, Creating art, Fact checking/citation checking/reference checking: Checking accuracy of facts and quotes by reference to original sources used by Author or to other reference sources.

Indexing: Producing a key to the contents of a work. Includes reading and analyzing the work; choosing subjects, concepts, and other elements that together form a systematic guide to the information contained in the work; arranging these elements into entries consisting of headings and subheadings and their locators (for example, page numbers); and arranging the entries alphabetically or in some other searchable order.

[Note: The agreement will specify whether the Client will provide a style sheet.]

Picture research: Locating suitable photos or artwork.

Does not include the following unless specified: Reading manuscript and composing picture list, Setting and maintaining budgets, Searching for artists’ references, Obtaining pictures and permission releases, Arranging for and supervising set-up shots, Editing and choosing pictures, Writing captions, labels, or source lines, Organizing pictures for scanning, Returning pictures, Negotiating usage fees. Sending final usage letters

Permissions: Locating source information and obtaining permission releases for copyrighted material.

Does not include the following unless specified: Reading manuscript and composing list of permissions needed, Setting and maintaining budgets, Negotiating usage fees

Production Coordination: Coordinating and supervising design, formatting, and proofreading stages, and ensuring integration of design and content.

Does not include the following unless specified:, Preparing printer’s specs or obtaining quotes, Formatting, Proofing, Inputting changes, Checking vandykes or bluelines or other types of proofs and film
Note: Projects are assumed to be one color only unless otherwise specified.

Proofreading: Checking proofs of formatted, edited material for adherence to design and for minor, mechanical errors in copy (such as spelling mistakes or small deviations from style sheet). The term proofreading is often loosely used to include copyediting and other tasks. It is not so used in this agreement. These other tasks must be specified.

Does not include the following unless specified: Incorporating or exercising discretion on Author’s alterations, Copyfitting, Checking accuracy of running heads and folios, Checking page breaks • inserting or checking page numbers to contents and page references, Marking colour breaks, Flagging or checking location of art

[Notes: The agreement will specify whether proofs are to be read in isolation or “to copy” and whether a style sheet will be provided. It will also specify whether proofs are first, second (or subsequent), or final pages.]

Desktop publishing: Creating a formatted document from an electronic manuscript according to a Designer’s instructions or a style template. Includes sizing and placement of art and setting front and back matter.

Does not include the following unless specified: Establishing design, Creating cover art, Formatting index

Note: Projects are assumed to be one color only unless otherwise specified.

Many editorial and production stages have the potential to require follow-up in the form of (1) editing and incorporating Author’s responses and (2) checking corrections after they have been input. This agreement does not include responsibility for such follow-up unless specified (e.g., “copyediting, including incorporating author’s responses to queries, and checking the input thereof”).
 
 
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