Professional Copyediting on the Cloud - White Paper - Nova Techset

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Professional Copyediting on the Cloud - White Paper - Nova Techset
White Paper

Professional Copyediting
on the Cloud.
Professional Copyediting on the Cloud - White Paper - Nova Techset
Abstract
Copyediting is a process where an author’s raw manuscript is made ready for publication as a book,
article, or website. In the professional setup, the levels required in copyediting differs depending on the
requirements of a publisher, author, or editorial office. In brief, copyediting can be done mechanically or
line-by-line.

While some professional companies automate features of mechanical editing on Microsoft Word
templates, this style of automation has its shortcomings. Because Word isn’t the only copyediting
platform that exists, managing the usage across other copyediting platforms can be tricky and unsecure.

But what if you could successfully host the copyediting process on the Cloud while automating
mechanical editing to meet specific requirements?

Casper: Professional Copyediting on the Cloud                                                            2
Professional Copyediting on the Cloud - White Paper - Nova Techset
OUTLINE:
   • Introduction to Copyediting
   • Levels of Copyediting
   • Types of Copyediting
   • Copyediting Process
   • Copyediting in the Academic Industry
   • Limitations of Current Methods
   • Solution: CASPER
   • Conclusion
   • References

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Professional Copyediting on the Cloud - White Paper - Nova Techset
Introduction:
Copyediting is a process of reviewing and modifying written content to improve the correctness of text
and readability, establish suitability for its purpose, and also ensure it is free from basic errors like
grammar, repetition, and inconsistency of text. Generally, copyediting is completed before typesetting in
publishing[3].
The role of a copywriter is to ensure that whatever appears in public is accurate, easy to follow, fit for
purpose, and free of error, omission, inconsistency, and repetition[4]. Copyeditors will correct
embarrassing mistakes, ambiguities, and anomalies, alert the client of possible legal problems, and
analyze the document structure for the typesetter[7].

Levels of Copyediting:
Copyediting can be classified into three levels: light, medium, and heavy. Depending on the language of
the paper submitted and the scheduling of the publication, the publisher will inform the copyeditor of
which level of editing to employ.

Types of Copyediting:
Though the term copyediting is often used broadly to refer to reviewing written content, there are many
styles of editing. Each type has its place in the content development process[8], and one or a combination
of these could be used in their respective industries. The different types of copyediting styles are as
follows:
    1. Mechanical Editing
    2. Line or Language Editing

Mechanical Editing
Mechanical editing is the process of checking the grammatical accuracy of written content. It involves
ensuring all spelling, capitalization, punctuation, formatting, noun-pronoun agreement, verb usage, and
sentence structure is correct. Mechanical editing covers the following topics [6]:
   •    Abbreviations
   •    Capitalization
   •    Footnotes and endnotes
   •    Hyphenation and double hyphenation
   •    Numbers and numerals
   •    Punctuation
   •    Spelling
In the writing process, mechanical editing is often neglected, although it is essential in establishing
credibility with an audience. Even the smallest oversight can cause a reader to question the validity of

Casper: Professional Copyediting on the Cloud                                                           4
Professional Copyediting on the Cloud - White Paper - Nova Techset
work. To achieve successful mechanical editing, the writer should either be fluent with the rules and
mechanics of grammar or have a professional editor proofread the content before publishing.

Line Editing
When most people talk about copyediting, they likely mean line or language editing. Line editing is the
process of assessing the work as a whole, gauging its tone, accuracy, clarity, consistency, and overall
effectiveness. Line editing helps ensure the argument and critical points are clear, concise and well-
supported within the content[8].
A line edit considers the creative content, writing style, and language used at the sentence and paragraph
level. While the process is refined, the purpose of a line edit is not to comb through the manuscript for
errors, but to focus on the way language is used to communicate the story to the reader[9].

Copyediting Process
In the copyediting process, there are several necessary procedures that every copyeditor must follow:
    •   A good system for marking and tracking changes to the author's text
    •   A suitable process for querying the author and the editorial coordinator
    •   A method for keeping and monitoring editorial decisions

The copyediting process has adapted over time to optimize for the digital landscape.[3]

Copyediting in the Academic Industry
In the academic industry, articles and books are published across the world daily. All these materials are
submitted through a copyediting process and are refined to the highest level based on their requirements.
Although the content is refined, the subject of the article will not be altered. For accelerated publication
speed, commercial publishers can provide copyediting and mechanical editing. A typical article goes
through the following process before being published:
Author Manuscript → Structuring and Copyediting → Typesetting as per the style → Author review →
Corrections incorporated → Publish online
Under this workflow, the typical turnaround time to publish an article online may take anywhere between
15-45 days. Typically, in this case, more than 40% of the total time spent is designated for copyediting.
Any reduction in the copyediting process would consequently result in a quicker publication speed.

Limitations of the Current Process
A copyeditor can manage both mechanical and various levels of line editing as per the requirement of the
publisher or the journal’s office.

Casper: Professional Copyediting on the Cloud                                                             5
Professional Copyediting on the Cloud - White Paper - Nova Techset
Some typesetting companies automate or semi-automate the process of mechanical editing, helping the
copyeditor to focus more on line editing and sentence structure. For example, if the journal is to follow
the British English language, one could convert all the American English words into British English words
using an application embedded in the Word document. Similarly, capitalization of certain words can be
checked using a program attached to Word.
The copyediting process for each industry varies based on the requirements of the journal office and
publishers. One might opt for mechanical editing, while another might prefer line editing. Depending on
the needs, a manuscript can be copyedited by an on-shore team or an off-shore team. In cases where
work is sub-contracted to a vendor, the copyeditor might not have access to the necessary tools and
applications. In this case, the consistency of copyediting across platforms is compromised. The following
are limitations of the copyediting process used in the industry:

    1.   Accessing tools and applications
    2.   Protection of intellectual property
    3.   Manuscripts submitted in different platforms
    4.   Customizing, changing, or adding a new workflow

Accessing Tools and Applications
Many tools and applications in the market help copyeditors simplify work. However, each publisher has a
set of individual rules and styles to be followed, making the job tedious to the copyediting personnel.
Free tools, like Grammarly and After the Deadline, spot spelling errors and suggest grammar corrections.
There are even tools tailored for fictions, stories, and dialogues such as AutoCrit and CorrectEnglish.
However, some of these tools have limited access and require a monthly charge or annual subscription
fee for more advanced features. Not to mention, while these tools provide suggestions on spelling errors,
grammar, and sentence structure, they cannot be wholly relied upon for copyediting support.

Nonetheless, these are some of the tools currently available in the market [10]:
   •     After the Deadline
   •     AutoCrit
   •     CorrectEnglish
   •     editMinion
   •     Grammarly
   •     Hemingway App
   •     Paper Rater
   •     ProWritingAid
   •     Slick Write
   •     SmartEdit
   •     WordRake

Casper: Professional Copyediting on the Cloud                                                          6
Professional Copyediting on the Cloud - White Paper - Nova Techset
Copyediting service providers also build tools to accommodate for journal and publisher requirements
since editing processes vary across industries. Rather than providing generic suggestions, in-house
developed tools like these bring-in suggestions as per journal requirements.

The drawback of this approach is that in-house tools are predominantly built as add-ons or plugins in
Word and have minimal access outside the domain of the workplace. As a result, extending the application
to a sub-vendor or a remote copyeditor would become difficult.

Protection of Intellectual Property
One of the concerns for a copyediting office is the security risk that comes with extending in-house
applications out of the domain. Intellectual property can land in the wrong hands as a result of unrefined
processes. From there, competitors could easily decode the add-ons on Word and take credit for someone
else’s work.

While copyediting developers can add more codes to protect their intellectual property, doing so inhibits
the performance of the application. For instance, running the same add-ons from a home network might
not have all the relevant support files that would be available on production environment servers. Even
after connecting using a virtual private network (VPN), the performance would still be limited due to
internet bandwidth and restrictions applied.

Manuscripts Submitted on Different Platforms
Manuscript can be submitted through Word or LaTex files. Submitting manuscripts on different platforms
is a significant limitation in the copyediting industry, especially for professional copyediting offices who
work in STM Journals Publication.

Because Word and LaTex are separate platforms, each has its own team who develop tools and features.
As a result, utilizing both Word and Latex platforms in the copyediting process undermines efficiency
because the platforms are not compatible. For example, a team specialized in Visual Basic (a programming
language) works on the tools for Word-based submissions, while another team specialized in Perl (another
programming language) and LaTeX work on the later portion of the submission. These programming
languages have their own set of advantages and limitations, and integrating the tools requires double the
effort. As a result, some customizations are left to be done manually, resulting in wasted time and efforts.

Casper: Professional Copyediting on the Cloud                                                             7
Professional Copyediting on the Cloud - White Paper - Nova Techset
Table 1: Total pages copyedited at Katalyst-Nova Techset (Oct-Dec, 2019)

                                 Word                          LaTeX                       Total
         Month
                      Articles      Pages          Articles         Pages       Articles      Pages
 Oct                     3,411        68,885            515           13,925       3,926         82,810
 Nov                     3,053        66,370            486           13,240       3,539         79,610
 Dec                     2,731        57,419            371           10,059       3,102         67,478
 Total                   9,195        192,674          1,372          37,224      10,567         229,898

Table 1 above provides the details of total articles and pages of which Nova Techset, a division of Katalyst
Technologies, processed for three months under both Word and LATex manuscript submissions.

As you can see, the total submission of articles processed in LaTex is ~ 13% ((total latex submission / total
submissions) X 100) of the total articles received at Katalyst-Nova Techset. At first glance, this may not
provide an accurate representation as it depicts that less than 15% of the work falls under LATex workflow.
When we explore it further for a particular publisher, ABC (name changed) for example, who publishes
Physics journals in America, the data paints a different picture.

Below, Table 2 shows the flow of Word submissions and LATex submissions. The total number of pages
copyedited is closer in number (11,825 and 9,161 respectively) than what was originally portrayed.

Table 2: Pages copyedited in Katalyst-Nova Techset for a publisher who publishes
Physics journals

          Month                     Word                        LaTex                       Total
           Oct                     5,057                        2,835                      7,892
           Nov                     3,234                        3,060                      6,294
           Dec                     3,534                        3,267                      6,801
          Total                    11,825                       9,162                      20,987

Casper: Professional Copyediting on the Cloud                                                              8
Professional Copyediting on the Cloud - White Paper - Nova Techset
Figure 1: Percentage of copyedited manuscripts at Katalyst-Nova Techset

                     Overall Copyedited Pages at Katalyst-Nova Techset
 90%           83%                            83%                               85%
 80%
 70%
 60%
 50%
 40%
 30%
                           17%                            17%                               15%
 20%
 10%
  0%
                     Oct                            Nov                               Dec

                                              Word    Tex

Figure 1 shows the total number of pages copyedited at Katalyst-Nova Techset,
distinguishing between pages copyedited in Word and LaTeX platforms. The chart reveals that more than
80% of the total manuscripts copyedited are in a Word document. But Figure 2 shows a different trend:
the number of pages processed in both Word and LaTeX is almost equal for the same period, meaning the
copyeditor must manage to work on both platforms without losing focus on the quality and quantity of
total pages.

Casper: Professional Copyediting on the Cloud                                                      9
Figure 2: Percentage of copyedited manuscripts at Katalyst-Nova Techset for a USA
publisher that publishes only Physics journals

             Copyedited Pages at Katalyst-Nova Techset for USA Publisher
                           that Publishes Physics Journals
  70%            64%
  60%                                                                          52%
                                                51%
                                                            49%                            48%
  50%
  40%                        36%

  30%
  20%
  10%
   0%
                       Oct                            Nov                            Dec

                                                Word    Tex

The real problem starts here. Copyeditors who work for this publisher or similar publishers must work on
both types of manuscripts. In this case, the copyeditor needs to understand the tools used in Word and
the tools used in LaTeX. Additionally, certain functionalities only work in either Word or LaTeX, which
leads to manual work and increased turnover time, resulting in lower productivity.
On the technological front, all updates and new requirements must be reflected on both platforms. For
example, if a feature is achieved earlier in one platform, this must be manually copyedited until the
process is automated on the other platform. Doing so requires additional quality checks at every process
to avoid any errors from occurring.

Customizing, Changing, or Adding a New Workflow
Typesetting is the composition of text onto a page, which occurs at the end of the publication process.
The typesetter arranges the content to create the best reading experience. The traditional flow of
typesetting is as follows:
Structuring the content as per the journal style → Copyediting the content → Conversion to XML and
typesetting → Author review (online or pdf) → Publishing online ahead of print or publishing it in print.
Typesetting an article is mandatory before sending proofs to the author for review. Under the current
workflow, generating a typeset PDF could take anywhere between 1-3 days depending on the service level
agreed upon. Some publishers may even request a copy of changes made by the copyeditor along with a
typeset PDF. In this case, it can be difficult gathering changes made by the copyeditor and those made by
the typesetter.

Casper: Professional Copyediting on the Cloud                                                         10
With the advancement of technology and the need for faster publishing times, the traditional workflow
can no longer be followed. In fact, new ways of reducing turnaround time have become essential.

Solutions: CASPER
The solution is a platform that can host manuscripts in the Cloud and support both Word and LaTeX
submissions. In this application, functionalities could be applied irrespective of the manuscript type.
Additionally, the application’s tools and functions would be available for use anywhere, creating a
seamless and secure copyediting process.
We introduce CASPER, an online copyediting tool, equipped with the following features:

  1.   Structuring of content
  2.   Adding content
  3.   Auto styling of content
  4.   Support for both Word and LaTeX submissions
  5.   Mechanical copyediting
  6.   Queries
  7.   Custom workflows

As mentioned, CASPER is a web-based copyediting tool hosted on the Cloud that processes structured
articles submitted by either Word or LaTeX. This application is platform-independent, which reduces
development and customization efforts. Since CASPER makes all functions available to anyone at any time,
the copyeditor can work on all relevant tasks without any issues, and the throughput would be consistent
across platforms.
In the end, CASPER increases both the productivity and quality of the copyedited content. Let's take a
detailed look at the features of CASPER:

Structuring of Content
An article being prepared for publication in a journal must be structured to meet the journal’s
requirements. Articles like these may contain different elements such as an Abstract, a list of Keywords,
and distinct Sections, which must be structured according to the style of the journal.
In this scenario, CASPER does the task of delimiting for structure automatically. With its customizable
components, CASPER can set up a sequence of one or more characters to specify between separate,
independent regions in the plain text of other data streams. In this case, a delimiter would be set to
indicate the beginning or end of a specific statement, string or function body set. CASPER correctly selects
the delimiter to meet the specified journal requirements.

Casper: Professional Copyediting on the Cloud                                                            11
Adding Content
Adding or deleting content through in-line editing is part of every copyeditor’s tasks. In CASPER, the
copyeditor can add new content, remove any existing content, and keep track of everything that was
added or deleted in the application. Additions are highlighted in green, deletions in red strikethrough, and
changes in the style or format of the text in yellow. You can also add, edit, or delete the following:

    •   Equations
    •   References
    •   Images
    •   Abstract text and image
    •   Display quote
    •   Box
    •   Speech
    •   Links
    •   Tables
    •   Lists
    •   Notes and Footnotes
    •   ORCID
    •   Author Query

Casper: Professional Copyediting on the Cloud                                                            12
Auto Styling of Content
Because there is a complex range of reference styles and requirements, adding the correct reference style
to a platform can be a tiresome process. CASPER takes care of this task. Once CASPER places the content
in its relevant field, the application automatically styles the references and places them correctly.

Manually converting a named reference to a numbered reference, or vice versa is a challenging task
because citation and reference placements are disarrayed. In CASPER, however, the same job can be done
with just a single click. CASPER also provides chronological and alphabetical citation ordering in that
manner.

Casper: Professional Copyediting on the Cloud                                                         13
References as per the journal style

The next set of screenshots are examples of reference citations that can be changed with a single click of
a button within CASPER.

Reference citation in Name and year format

Menu to change reference citation in a single click

Reference citation in Number format

Casper: Professional Copyediting on the Cloud                                                          14
Support for Both Word and LaTeX Submissions
CASPER is unique in that it can support the same interface for manuscripts submitted in both Word and
LaTeX. The copyeditor no longer needs to shuffle between applications and tools to copyedit an article.
Instead, they can load the content in CASPER and start copyediting on an interface that is supported by
both platforms. As a result, consistency is always maintained and copyeditor throughput increases. The
following figures present examples of articles copyedited in different platforms (Word and LaTeX). These
have been loaded in CASPER and have a very similar interface.

Figure 3: Shows an article in Tex

Casper: Professional Copyediting on the Cloud                                                        15
Figure 4: Shows the same LaTex article in CASPER

Figure 5: Shows a Word article

Casper: Professional Copyediting on the Cloud      16
Figure 6: Shows the same Word article in CASPER

Mechanical Copyediting
In a single click, CASPER can convert UK English to US English (and vice versa), check for double hyphens
or misspelled words, and check for words that need capitalization. CASPER can also suggest punctuation
and grammar usage as its being populated from our database. This action can also be customized to meet
the specified publisher and journal levels.

Casper: Professional Copyediting on the Cloud                                                         17
Queries
Copyeditors are responsible for raising appropriate queries to the author. CASPER provides a
straightforward solution to categorizing queries, making it easy to add them to the proper location.

Casper: Professional Copyediting on the Cloud                                                    18
Custom Workflows
CASPER helps customize the workflow of articles. Due to custom workflows, journals that require quick
turnaround would highly benefit from CASPER. The workflow introduced on CASPER is as follows:

Author Manuscript → Structuring and Copyediting → Author review (content + typeset PDF that
CASPER can generate) → Corrections incorporated→ Publish online

Within the new CASPER workflow, the typesetting process is automated, thus accelerating the publication
of an article. This workflow is leveraged by features like XML conversion, pagination, and layout checks. If
there are any changes to the layout, the author can mark them on the automated typeset proof generated
via CASPER. In the end, CASPER’s typesetting process reduces the overall turnaround time to 20-40%.

Conclusion:
CASPER simplifies the copyediting process by allowing the copyeditor to complete mechanical editing in
just a few clicks. Because of its highly-customizable features, CASPER empowers the copyeditor to focus
more on inline or language editing. Consequently, the custom workflows within CASPER allow for a faster
turn around time for journals.

Casper: Professional Copyediting on the Cloud                                                            19
References:
   1. "What Is Copy Editing?". Retrieved January 25, 2019.
   2. Stainton, Elsie Myers (2002). The Fine Art of Copyediting. Columbia University Press.
   3. Einsohn, Amy (2011). The Copyeditor's Handbook: A Guide for Book Publishing and Corporate
      Communications, with Exercises and Answer Keys. Berkeley, California: University of California.
   4. FAQs: What Is Copy-editing? - Freelances | Standards, https://www.sfep.org.uk/about/faqs/what-is-copy-
       editing/ (accessed January 30, 2019).
   5. "Copy Editing Services in Chennai". www.sparkleweb.org. Archived from the original on 2016-05-
      28. Retrieved 22 January 2019.
   6. Einsohn, Amy (2011). The Copyeditor's Handbook: A Guide for Book Publishing and Corporate
       Communications, with Exercises and Answer Keys. Berkeley, California: University of California
   7. Sb Publishing - Publishing, https://sbpublishing.org/publishing.html (accessed January 30, 2019).
   8. Here Are The 6 Types Of Copy Editing | Scripted, https://www.scripted.com/content-marketing/6-types-
       copy-editing (accessed January 30, 2019).
   9. What Is The Difference Between Copyediting And Line Editing?,
       https://nybookeditors.com/2015/01/copyediting-vs-line-editing/ (accessed January 30, 2019).
   10. Instantly Improve Your Writing with these 11 Editing Tools, https://nybookeditors.com/2016/02/instantly-
       improve-your-writing-with-these-11-editing-tools/ (accessed January 27, 2019).

Casper: Professional Copyediting on the Cloud                                                               20
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