First, some
things to ask for up front
Always ask clients whether they
have an in-house style sheet and/or word list. If relevant, ask if there are specific topically
related reference books the client has and might want to lend you (for instance,
an atlas of Alaska, if you're working on a travel guide to Alaska mentioning
lots of rivers, towns, mountains, etc.).
If there is no style sheet/word list, make one as you go
through the document, recording your decisions when they're not covered by
Chicago/AP/Webster or when you fear you won't remember them as you proceed
through the document and encounter the same issue again. Chicago has some
examples of how to set up a word list, though I find it easiest to compile a
running, alphabetized list on the computer as I go through the document; then
it's easy to search, and it doesn't get messy.
Even if there is an in-house style sheet/word list, you will
doubtless make your own additions to it as you edit.
Except with the shortest documents, try to get a copy of the
text on disk, in whatever software you use, if you're working on hard copy.
This makes it so much easier to search for something you think you remember
seeing about 20 pages back.
Ask that the document be run through a spelling checker
before it's given to you. Sometimes this isn't possible, but it doesn't hurt to
ask. This can save you a lot of time, and thus the client a lot of money (a
point to stress).
Other tips
Ask clients whether they have
particular concerns about the document—things they already know might be
inconsistent, problematic, or wrong. This can also give you a sense of how deep
an edit they're expecting (although it doesn't always give you a sense of what
the document needs). Many clients think their documents are "almost
perfect." But still, there's a big difference between "I think it's
basically OK. It's been reviewed by two in-house editors and we just want to
make sure it's perfect" and "I'm concerned about everything—grammar,
spelling, sentence structure,
organization, facts."
Ask whether clients prefer a particular dictionary. For
instance, most publishers use Webster's Tenth New Collegiate Dictionary, though
some use American Heritage. There are slight differences between them. If your
client has no preference, then use whatever you like.
Ask whether clients use Chicago or AP Style (or another sort
of style), and whether they use the serial comma. A lot of clients who use AP
Style nevertheless also use the serial comma. If the client has no preference,
you may want to ask about specifics: "Do you have a preference as far as
whether numbers under 10 should be spelled out or in figures?" Once you see
the document, it may be obvious which style would be best to use. Chicago is
generally appropriate for books, other scholarly stuff, and stuff that wants to
appear elegant; AP is generally used for a more general audience and breezy
style.
Even if they want to use Chicago or AP (but especially if they have no
preference, and especially with clients who are not publishers), don't get too
hung up on enforcing one stylebook's rules exclusively. Keep in mind that most
readers will not be familiar with any stylebooks, and clients may not want to
receive a document back that's covered with red marks spelling out all the
numbers when they were all figures to begin with—an issue most readers would
not even notice or care about. On most matters, especially if your client is not
a publisher, if the document is consistent or nearly so on some point, even if
it violates a stylebook rule, consider going with the predominant style if it
would not be offensive/confusing to the average reader. You can always query the
client about specific consistent but unconventional styles that offend you
("Your document always capitalizes Federal and Government, but the accepted
style is to lowercase it. Would that be OK?"). Sometimes clients are
attached to particular idiosyncrasies, no matter what the stylebooks say, so
it's a waste of effort to change them, and they
won't appreciate your effort, and they won't like paying for it. It's probably
best to save up queries like this and ask all at once,
rather than calling each time about a particular point.
Make sure your level of edit is appropriate, especially if you're
"just proofreading." For instance, if you're asked to proof a
document that has to go to the printer in a few days, line editing is usually
inappropriate. Some writers may be fussy and may not want their wording changed
at all. If a book has been copyedited using an unconventional but consistent
style on some point, don't change it to a more conventional style.
It's often helpful to both parties to give a client a rough estimate of how long
you think the job will take. I usually copyedit 1,500 words an hour and
proofread 10 typeset pages an hour, though of course this can vary widely
depending on the quality of the writing and its density on the page. Giving an
estimate is an especially helpful to clients who don't use editors a lot, as
they may have no idea how long editing or proofreading takes. Their response may
also give you a better idea of the level of edit/proof they're expecting, or
that you can afford to give them based on their budget—a quick scan for
spelling errors rather than an in-depth look at grammar, sentence structure,
logical organization, etc., for instance. Estimate high so you can come in under
your guess. Caution: If you're just starting out and have no idea how
long jobs take, it's probably best not to try to give estimates; it could lead
to more trouble than it's worth.
Especially when you're just starting out and are learning, you will probably
have jobs where you don't feel comfortable billing all the hours you
actually worked. This is regrettable but normal. Consider it part of your
professional training costs. You can make it up later in your career, when you
will be much faster, and will look back on these days and sigh.
Finally, it's always OK to ask the client more about what they want if you
are uncertain.