The Dos and Don’ts of Writing Author Queries

Blog post called The Dos and Don’ts of Writing Author Queries

When editing or proofreading the writing of a client, there will be times when you want to query their use and consistency of styles in punctuation, spelling, or context. Here are some dos and don’ts for writing author queries.

Querying is a subtle skill and requires training, diplomacy and empathy.

Tall Tartan Talks here … The freelancer must be aware of the client’s style and to be self-aware.

Querying situations

There are several scenarios involving querying which depend on whether you have direct contact with the author or not. If you edit for indie, self-publishing authors, your contact will be solely with the author.

When I proofread for publishers, I usually have no contact with the author – all communication is with the project manager, or equivalent. On completion, I return my marked-up PDF and invoice. And move on.

One of my proofreading jobs for a publisher was unique, for me so far, because it involved liaising with the author via the desk editor. As the non-fiction book was substantial, I was to send queries in batches to the author, collate their responses written on their version of the PDF with my typesetter instructions on my PDF. Then send my final, annotated PDF proof to the desk editor. Intriguing.

Responding with comments

For context, my querying while proofreading happens when I am commenting on PDFs using the tools in Adobe Acrobat Reader. I mark up anything that trips me up. If it trips me up, it will trip up other readers.

The tips which follow also apply when copyediting using Track Changes in Microsoft Word.

The abbreviation AQ means Author Queries. When collating and indicating the author responses as separate to my typesetter instructions, I use AU to introduce each author response. That way the responses are easily seen.

When considering whether to query or not, consider these three main response types:

  1. Mark errors for change as per the agreed publisher’s style guide or freelancer’s style sheet.
  2. Query for the author to stet (keep) or change. Perhaps suggest alternative phrasing.
  3. Flag issues to make them aware.

Querying clearly

❌ Don’t be vague in your queries.

✅ Do be clear and concise.

When writing queries, put one issue and write one clear sentence with one point. Avoid adding too much detail and making the query overwhelming. Asking or suggesting is standard practice and gives the author control over how they respond. It is their book after all.

Giving pointers as to your editing schedule is helpful to the author so they know when you expect their responses to your queries.

Querying with diplomacy

❌ Don’t be pushy.

✅ Do be polite.

I learnt from many established editors and proofreaders about the art of writing author queries, during my proofreading training, when attending conferences run by Chartered Institute of Editing and Proofreading (CIEP), and by networking with colleagues.

Diplomatic phrasing includes starting sentences with:

  • Could … ?
  • Perhaps … ?
  • Should …?
  • I suggest …

Rather than writing, ‘This sentence needs to change’, write an alternative solution to the issue: ‘I suggest changing (X) to (Y) because …’

Your effort will be appreciated and it may spark the author into writing their own solution if they don’t take up your suggestion. It is their book, after all.

Using a text expander with access to your bank of standard queries will make it quicker to write and tweak them for individual clients, especially for those comments that require more thought.

I use ‘please’ with most queries because … it’s polite.

Querying efficiently

❌ Don’t send emails in daily, random messages with no system in place.

✅ Do query in batches.

When a desk editor asked me to query the author in batches, I remembered a process that a fellow editor used as a way to send queries. They recorded them in a table. It gives the author the opportunity to write their response next to the query. (See the link at the end.)

Here is my template. Remember, I am proofreading PDFs so my headings may look slightly different to a copyeditor’s queries using Word.

Author Queries Template in Word

Querying selectively

❌ Don’t fight every battle of style.

✅ Do look for the most consistently used style and apply.

The author’s voice will be in the author’s preferred style. Some style issues won’t be worth a battle.

Some queries need to take spacing into account at final proof stage when working with publishers. Major changes this late in the process will have a knock-on effect, so should be considered carefully.

Collaborating and compromising

I have learnt a great deal about being diplomatic when writing queries and asking questions. It is pleasing when the respect is mutual.

Clients appreciate having errors and issues spotted and are grateful. It gives them publishing confidence.

Communication and compromise are key. Their book, their choice. Collaborating with authors gives a sense of pride for a job well done.

Sprinkling publishing confidence,

Annie

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BitmoAnnie Fairy sprinkling publishing confidence
BitmoAnnie Fairy sprinkling publishing confidence

Further reading

Blogging on a similar theme

Here are links to blog posts I have written that started the topic of collaboration.

Emailing

Email me to check my availability for proofreading non-fiction and children’s books.

Subscribing

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How to Communicate Clearly

How to communicate clearly

I have experienced both positive and negative methods of communication with clients.

I am a freelance proofreader providing services to my clients, whether they are independent (indie) authors or project managers for publishers of non-fiction and children’s books, to ensure books are published to a high standard.

Tall Tartan Talks here … How can we as freelancers and clients communicate clearly and work wisely for everyone’s benefit?

Consider these ways of communicating to foster and maintain good working relationships:

  • Setting expectations
  • Arranging contracts including quoting, scheduling, and receiving payments
  • Querying and queries
  • Caring.

Setting expectations

Establish clear communication channels by agreeing on the preferred methods of communication and setting expectations for response times.

Provide clear and concise instructions by being specific about your deadlines and deliverables. Avoid ambiguity and provide all necessary information upfront.

Use regular emails as check-ins to ask and answer questions and address any concerns. Respond promptly to emails.

Arranging contracts

Quoting

Has the book been sent so the freelancer can provide a quote? I have found that indie authors ask me for a quote without sending evidence of the content … It is essential to know the scope of work involved.

With publisher clients it is my experience is that I won’t see the material to be proofread until the agreed start date and that I will be offered a fixed project fee. In that case I need to ensure that the number of hours I proofread for is tracked and calculated with efficiency tools used to maximum effect. Other publishers may differ.

When the material arrives, I ensure the brief is complete and nothing is missing. Then I confirm delivery.

With indie authors, I provide a clear and comprehensive contract. You could use a template for your T&Cs, although email is regarded as a legal agreement and can be used instead.

A well-defined contract outlines the project scope, timeline, payment terms, and termination clauses. Both sides are aware of completion dates and deadlines. It protects both the freelancer and the client and ensures clear expectations.

Scheduling

If an indie author is booked in with me several months in advance, I will send them provisional dates of starting and completing the proofread of their book. Confirmation is made by email and a deposit paid to book that slot in my schedule. There is clarity with little room for misunderstanding.

If a project is behind schedule, all parties should inform each other so that there is full transparency. Then rescheduling can take place to the availability of all involved.

Receiving payment

Payment arrangements can be on an hourly basis, 50% deposit, complete payment upfront, or, in my experience of publishers, upon completion.

Publishers tend to have payment terms of 30 days or more after presentation of the invoice.

I require indie authors to pay upfront for smaller projects, say a children’s book of less than 1,000 words. For larger books I require a 50% deposit.

Through experience I have learnt to ask for payment upfront from indie authors before I release the completed proofread files. You may think the client should see the work before paying. But I learnt, after an experience with a non-payer, they could get away with not paying once they had my files. The client had paid the deposit which had lulled me into a feeling of trust. I discovered that it was misplaced trust as they turned out to be less than honest.

Clients who make prompt payments help to build trust with integrity.

Querying and queries

Maintain and encourage open and honest communication by encouraging questioning. Be receptive to input and address any issues promptly. Creating an environment where all feel comfortable asking questions without hesitation fosters trust and collaboration.

Anticipate potential questions and provide relevant information. This minimises delays and ensures all concerned have the necessary context.

Provide clear explanations of queries and additional resources if needed. If I have a query about inconsistencies when they first appear in the manuscript, I will make a note on the style sheet and be alert if they appear elsewhere. If a style appears haphazardly, I add it to my list of queries to alert the author / publisher. I always start politely when writing a query in the Comment box with ‘I suggest …’.

Caring

Be polite, pleasant and patient in your communications.

Build a positive relationship by treating each other with respect and professionalism. Foster a collaborative environment where all parties feel valued and appreciated.

The client could show appreciation by acknowledging the freelancer’s efforts and contributions. Perhaps express gratitude for their work. Even provide a testimonial for the freelancer’s website to share on social media. This shows an affirmation that working together was a pleasure.

Lacking communication

Recently I have experienced ‘ghosting’. That is, a potential client emails asking for my proofreading services. I reply with a quote. Then silence. No reply. Not even a ‘Thank you but I won’t need your services as I have found someone else.’ Other edibuddies confirm I am not alone.

Perhaps clients are short of time? Perhaps my email has gone into their spam?

It’s hard waiting for a response and blocking provisional time in my schedule for a project that may, or may not, be confirmed. They may have asked more than one proofreader …

Developing a strong relationship with trust

By using these methods of communicating clearly, you establish strong relationships ensuring efficiency and integrity. Mutual respect is fostered. Plus, hopefully, repeat work!

Sprinkling publishing confidence,

Annie

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Further reading

Emailing

Email me to check my availability for proofreading non-fiction and children’s books.

Subscribing

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