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Journals Manuscript Editing at the
      University of Chicago Press
                                    John Muenning
                            Publishing Technology Manager
                                   Journals Division
                              University of Chicago Press




SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               1
University of Chicago Press

       Largest American university press
       Small by commercial standards
       Not for profit
       Publish 46 journals and ~250 books/year
           ~46,000 journal pages/year
           ~300,000 DOIs registered with CrossRef
           ~80,000 full-text articles online
           43 electronic journals

       Annuals to biweeklies
       Literary criticism to medicine and astronomy
SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               2
Early electronic editing in Journals

       First electronic manuscripts in 1989
       Editing in WordPerfect 5.1 for DOS
           Macros for cleanup, footnote handling, querying,
            coding, etc.
           Set up procedures and trained in-house staff of copy
            editors
       Improved workflow
           Worked with typesetting vendors to make
            downstream processes as efficient as possible
           Goal was to save time and money in the production
            process without adding time in copyediting

SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               3
Single-source SGML process

       Early adopter of SGML
           For the Astrophysical Journal in 1994
             – Before journals were published on the Web
           Learned the single-source model works best

       Benefits of SGML and XML
           Speed
             – Editing time increased but downstream processes
               much more efficient
           Control
             – No back-end quality control necessary
           Parallel publishing to multiple output streams
           Reuse

SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               4
Life of a manuscript

       Peer review
       Transmittal and conversion
       Copyediting
       Typesetting and print
       Web publishing
       Archiving




SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               5
Transmittal and conversion

       Aries’ Editorial Manager transmits accepted
        manuscripts and their metadata into our
        production system
       Conversion to SGML or XML from unstructured
        or quasi-structured author files
       One house DTD
           Economies of scale
           Ease of maintenance

       Copy editors begin their work on fully tagged
        manuscripts

SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               6
Copyediting

       Editors are closest to the content
       Editing in SGML with Arbortext Editor
       Highly trained in-house copy editors
           Training in style from six months to more than a year
           Training to take advantage of Arbortext and SGML

       All changes to content or structure at any stage
        are made in Arbortext, mostly by copy editors
           Every word and structure in the print or online
             editions of our articles is accounted for in the SGML



SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               7
UCP’s editing environment

       Developed over the course of 14 years
       Customized to reflect editorial requirements and
        practice
       Suite of tools for facilitating content preparation
           Arbortext knows the structure of the edited document
             and lets you use it
              – Context-sensitive searching, etc.
              – Enables sophisticated automation of editing tasks
       Goal is to let editors be editors, not geeks


SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               8
What editors see




SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               9
Editing tools

       Metadata maintenance
           Updates metadata from edited manuscript at the end
             of each editing session

       Markup
           Cleanup
           Tag templates
           Sections and subsections

       Verification/error trapping
           Beyond validation

       Redlining

SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               10
Autoredaction: EditPrep

       Pressure to increase productivity among copy
        editors without diminishing quality
       Tools to automate the imposition of appropriate
        aspects of editorial style
           Silent, flagged, and interactive changes
           Redlining and comments to indicate changes as
             appropriate
       Editorial staff defines and maintains the rules
           Can take advantage of SGML to create complex,
            context-specific rules
           Astronomy group defined more than 850 rules

SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               11
Sample EditPrep rules




SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               12
Linking

       Internal
           Tables, figures, sections, footnotes, appendixes,
            display formulas
           References: Author-date or numbered style

       External
           E-mail addresses and Web links
           Bibliographic linking




SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               13
Bibliographic linking tools




SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               14
Complex content

       Mathematics
           Edited in SGML using WYSYWG editor
           Tools to facilitate copyediting math
               – De-mathing and re-mathing
               – Math tag mode: enables search and replace across
                 documents and validates math

       Tables
           Edited in SGML using WYSYWG editor
           Tools to help with alignment, rules, ellipses, de-
             doubling, joining and separating columns containing
             data with common patterns, and cell shading

SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               15
Typesetting

       Most pages typeset from copyedited SGML
       In house with Penta SGML Publisher
           Integration with Arbortext editing environment
           Typesetting and pagination tweaked with Arbortext
            menu items
           Some journals have staff dedicated to typesetting

       By typesetting vendors from SGML
       Deliver print- and Web-optimized PDF and EPS
        extracts for math and tables


SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               16
Web publishing

       Atypon Systems’ Literatum platform
           Imports UCP SGML or NLM XML
           Serves PDF and HTML proof to authors
           Staging before going live
           Hosts our published electronic journals




SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               17
Lessons learned

       Copy editors must be flexible
       Use standards like SGML and XML as far
        upstream in your workflow as possible
       Even standards-based solutions will eventually
        become obsolete
           We are currently retooling and updating our
             workflow to use NLM XML
       Build or buy modular solutions to allow you to
        adapt gracefully to changing requirements
           Customization and integration are work
           So is outsourcing

SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               18
Thank you!

       John Muenning
           jmuenning@press.uchicago.edu




SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009
                                             Workflow,”               19

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Web2 journalsmanuscripteditingmuenning

  • 1. Journals Manuscript Editing at the University of Chicago Press John Muenning Publishing Technology Manager Journals Division University of Chicago Press SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 1
  • 2. University of Chicago Press  Largest American university press  Small by commercial standards  Not for profit  Publish 46 journals and ~250 books/year  ~46,000 journal pages/year  ~300,000 DOIs registered with CrossRef  ~80,000 full-text articles online  43 electronic journals  Annuals to biweeklies  Literary criticism to medicine and astronomy SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 2
  • 3. Early electronic editing in Journals  First electronic manuscripts in 1989  Editing in WordPerfect 5.1 for DOS  Macros for cleanup, footnote handling, querying, coding, etc.  Set up procedures and trained in-house staff of copy editors  Improved workflow  Worked with typesetting vendors to make downstream processes as efficient as possible  Goal was to save time and money in the production process without adding time in copyediting SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 3
  • 4. Single-source SGML process  Early adopter of SGML  For the Astrophysical Journal in 1994 – Before journals were published on the Web  Learned the single-source model works best  Benefits of SGML and XML  Speed – Editing time increased but downstream processes much more efficient  Control – No back-end quality control necessary  Parallel publishing to multiple output streams  Reuse SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 4
  • 5. Life of a manuscript  Peer review  Transmittal and conversion  Copyediting  Typesetting and print  Web publishing  Archiving SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 5
  • 6. Transmittal and conversion  Aries’ Editorial Manager transmits accepted manuscripts and their metadata into our production system  Conversion to SGML or XML from unstructured or quasi-structured author files  One house DTD  Economies of scale  Ease of maintenance  Copy editors begin their work on fully tagged manuscripts SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 6
  • 7. Copyediting  Editors are closest to the content  Editing in SGML with Arbortext Editor  Highly trained in-house copy editors  Training in style from six months to more than a year  Training to take advantage of Arbortext and SGML  All changes to content or structure at any stage are made in Arbortext, mostly by copy editors  Every word and structure in the print or online editions of our articles is accounted for in the SGML SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 7
  • 8. UCP’s editing environment  Developed over the course of 14 years  Customized to reflect editorial requirements and practice  Suite of tools for facilitating content preparation  Arbortext knows the structure of the edited document and lets you use it – Context-sensitive searching, etc. – Enables sophisticated automation of editing tasks  Goal is to let editors be editors, not geeks SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 8
  • 9. What editors see SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 9
  • 10. Editing tools  Metadata maintenance  Updates metadata from edited manuscript at the end of each editing session  Markup  Cleanup  Tag templates  Sections and subsections  Verification/error trapping  Beyond validation  Redlining SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 10
  • 11. Autoredaction: EditPrep  Pressure to increase productivity among copy editors without diminishing quality  Tools to automate the imposition of appropriate aspects of editorial style  Silent, flagged, and interactive changes  Redlining and comments to indicate changes as appropriate  Editorial staff defines and maintains the rules  Can take advantage of SGML to create complex, context-specific rules  Astronomy group defined more than 850 rules SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 11
  • 12. Sample EditPrep rules SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 12
  • 13. Linking  Internal  Tables, figures, sections, footnotes, appendixes, display formulas  References: Author-date or numbered style  External  E-mail addresses and Web links  Bibliographic linking SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 13
  • 14. Bibliographic linking tools SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 14
  • 15. Complex content  Mathematics  Edited in SGML using WYSYWG editor  Tools to facilitate copyediting math – De-mathing and re-mathing – Math tag mode: enables search and replace across documents and validates math  Tables  Edited in SGML using WYSYWG editor  Tools to help with alignment, rules, ellipses, de- doubling, joining and separating columns containing data with common patterns, and cell shading SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 15
  • 16. Typesetting  Most pages typeset from copyedited SGML  In house with Penta SGML Publisher  Integration with Arbortext editing environment  Typesetting and pagination tweaked with Arbortext menu items  Some journals have staff dedicated to typesetting  By typesetting vendors from SGML  Deliver print- and Web-optimized PDF and EPS extracts for math and tables SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 16
  • 17. Web publishing  Atypon Systems’ Literatum platform  Imports UCP SGML or NLM XML  Serves PDF and HTML proof to authors  Staging before going live  Hosts our published electronic journals SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 17
  • 18. Lessons learned  Copy editors must be flexible  Use standards like SGML and XML as far upstream in your workflow as possible  Even standards-based solutions will eventually become obsolete  We are currently retooling and updating our workflow to use NLM XML  Build or buy modular solutions to allow you to adapt gracefully to changing requirements  Customization and integration are work  So is outsourcing SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 18
  • 19. Thank you!  John Muenning  jmuenning@press.uchicago.edu SSP/AAUP Webinar: “Improving the Copyediting Workflow,” May 7, 2009 Workflow,” 19