Indexing Society of Canada and Editors’ Association of Canada conferences 2014—personal highlights

I’m back from four and a half days in Toronto, where I attended ISC’s and EAC’s national conferences. As in previous years, I’ll be posting summaries of some of the talks I attended—a process that, as I’ve learned, will take me several weeks. Both conferences were excellent, featuring a variety of sessions that appealed to novices as well as seasoned pros and that tackled not only the technical aspects of indexing and editing but also the business side of freelancing. Best of all was being able to see old friends and pick up conversations as if no time had passed, as well as meeting new colleagues and putting faces to names.

My days were packed: I had the privilege of introducing indexing superstar Enid Zafran at her talk about indexer–author relations at the ISC conference, and at the EAC conference I ran a two-part senior editors’ unconference: at a lunchtime session on Saturday, editors shouted out topics they wanted to discuss. I recorded the topics on a flip chart, then, with the help of sticky dots, the editors voted on their favourite ones. I ranked the topics based on votes and created our discussion agenda for our session on Sunday. It was impossible to get through all fourteen of the proposed topics, and it would have been great to have more time, but in general I thought the format worked reasonably well. It also helped that we had a great group; I’m consistently amazed by how much can happen when you just get a bunch of smart people talking to each other about what they know.

The highlight of my week, though, was the EAC banquet. Not only did we learn from Moira White that EAC has established a new award—for a person or organization that has helped advance the editing profession—in memory of our late friend Karen Virag, but we also saw Certification Steering Committee co-chairs Anne Brennan and Janice Dyer acknowledged for their enormous volunteer contributions to the association. Both won the President’s Award for Volunteer service—a well-deserved and long-overdue recognition of the hours and hours and hours of work they put into steering the certification program. Congratulations go out to all the President’s Award winners, including Lee d’Anjou Award–winning volunteer of the year, Michelle Boulton. (Just as note to the national executive, I would have loved to hear what these fantastic volunteers had done for EAC, not just their names! Please consider a giving one-sentence summary of each volunteer’s contributions at next year’s banquet.)

Congratulations, also, of course, to Claudette Upton Scholarship winner Daniel Polowin, and to University of Alberta Press’s Peter Midgley, who finally, finally received the Tom Fairley Award for Editorial Excellence he so deserves.

For me, the most exciting part of the evening was being able to present, on behalf of the Certification Steering Committee, designations of Honorary Certified Professional Editor to six pioneers of EAC’s certification program. Without them, the program simply wouldn’t exist. As someone who’s benefited tremendously from certification, both as a CPE and as a CSC member who’s had the privilege to work for the past two and half years with some of the most brilliant, funniest people I know, I want to thank and congratulate these champions, mentors, and friends for their dedication: Lee d’Anjou, Peter Moskos, Maureen Nicholson, Jonathan Paterson, Frances Peck, and Ruth Wilson. I would not be where I am today without them.

If anyone has any photos of the presentation they could send me, I’d be grateful for them. Believe me—the amount of restraint it took to keep from spilling the beans about this surprise was enormous!

International editing—a panel discussion (EAC-BC meeting)

Anne Brennan moderated a lively panel discussion about editing beyond Canada’s borders at last week’s EAC-BC meeting. On the panel were:

  • Theresa Best, who spent several years editing educational policy documents in the UK, working not only on texts but also on metadata tagging for digital content;
  • Eva van Emden, who has clients in the U.S., Europe, and Asia, many of whom found her because of her background in biology and computer science; and
  • Carol Zhong, who specializes in academic editing for clients in Hong Kong as well as in Europe.

Both Zhong and Best worked abroad and kept those clients when they returned to Canada. Van Emden began editing for international clients early on in her freelance career, beginning with a magazine based in the U.S., which had posted the job on the American Copy Editors Society’s job board. The posting didn’t mention anything about the editor’s having to be in the U.S., so she applied for it and got it. Although some international clients find editors via EAC’s Online Directory of Editors, Best emphasized the need to be proactive in marketing. “All jobs I’ve ever gotten [with UK communications and editorial services agencies] were because I approached them.”

Van Emden maintains a mix of Canadian and international clients, but Zhong works exclusively internationally, as did Best before she took an in-house position in Vancouver a few years ago. Zhong had worked in house at the Open University of Hong Kong, where she got into academic editing, and after she moved to Vancouver in 2000 she continued working for them. She also helps a lot of professors prepare their journal articles for submission.

Jean Lawrence, who had referred some European clients to Zhong, also attended the meeting and had prepared a detailed handout of international editing resources (available in the members’ section of the branch website). “International academics are under pressure to get published in English-language journals,” she said, and “there’s an enormous need for editors in this area.” Agencies that pair academics up with editors exist all over Europe and Asia. “A good way to find reputable agencies is to look on journal websites,” which often have an “instructions to authors” section that strongly urge academics to have their work edited before submission and may list several agencies they would recommend.

Lawrence warned, though, that there’s a disconnect between what we expect to be paid as editors in Canada versus what people in some parts of the world can afford. And PayPal fees in some countries can be outrageous. An audience member chimed in, saying that on the flip side, to some businesses and organizations in countries like Iceland and Switzerland, Canadian editors are “cheap offshore labour” and that there are opportunities if you look for them. “How much can you charge an international client?” Brennan asked the panel. Best was able to make 30 to 40 pounds per hour; Zhong charges one of her clients 230 Hong Kong dollars per hour. Frances Peck noted that on an Editors’ Weekly blog post was a reference to what editors typically charge, but those rates are from the U.S. and are considerably lower than the going rates in Canada.

“How do you get paid?” asked Brennan. Van Emden has a U.S.-dollar bank account, and she transfers from the U.S. account to her Canadian chequing account. She also keeps an account in Holland. “It’s easy for Europeans to do bank transfers within Europe,” she said. Best and Zhong also maintain separate accounts for different currencies. Otherwise currency conversions have associated fees, and the bank may put a hold on foreign-currency cheques for up to thirty business days.

Brennan wondered, is it helpful—or maybe essential—to speak another language, if you want to edit internationally? Best worked in the UK, so English was all she needed, she said. Zhong speaks French, some Spanish, Italian, and a bit of Cantonese and Mandarin. “Absolutely it helps,” she said. “It helps with the text, because you know how they’ve translated what they’re trying to say.” Van Emden does a little Dutch-to-English translation and so can correspond easily with her clients in the Netherlands. Zhong said that she never has to communicate with her Hong Kong–based clients in any language other than English, because English is the language of academic instruction there.

Brennan asked the panel which style guides or style manuals they had to use. Van Emden said that one of her Hong Kong clients uses The Economist Style Guide, and her U.S. clients use the Associated Press Stylebook. Each journal, in contrast, has its own way of doing things, which can be frustrating. In the UK, Best said, everything is Oxford—Oxford English Dictionary, as well as the Oxford Guide to Style. One of her current clients uses the UN Editorial Manual. Zhong says that her clients sometimes use a mixture of U.S. and UK spelling and punctuation. The Chicago Manual of Style is used quite a lot, and she’s also had to use Harvard style for citations.

Brennan capped off the evening by asking the panellists what they considered the best and worst aspects of international editing. Van Emden struggled with time zones, which Brennan acknowledged could be a problem even in Canada. “In Europe, their working day is our midnight to 9am,” van Emden explained. “The turnaround times are short. Once, one of my projects got spam filtered, and I didn’t find out until eight hours later.” Sometimes, though, time zones can be an advantage, Zhong remarked. If she receives something during the Hong Kong working day, she can spend her day working on it and send it back to the client, who would receive it first thing in the morning. “What I love most [about international editing] is that I get to read interesting manuscripts that I wouldn’t normally get to read. It’s a cultural education. And it’s always gratifying when clients appreciate your work, especially when a journal accepts an article you’ve edited for them.”

Plain Language: Clear and Simple

In 1991, in the heyday of the push for plain language in government, Supply and Services Canada produced a sixty-page plain language writing guide, in each official language, called Plain Language: Clear and Simple and Pour un style clair et simple. According to one of my colleagues, every federal employee at the time got a copy, and the guides were also available for sale to the public. Three years later, the same federal department published the companion volume Plain Language: Clear and Simple—Trainer’s Guide, which, in 220-odd pages, contains all of the materials a trainer might need to lead a two-day plain language course, including

  • text detailing the steps of (and reasons for) the plain language process,
  • before-and-after examples,
  • exercises,
  • transparencies,
  • a checklist,
  • handouts, and
  • references.

I found out about these resources when I was volunteering for the PLAIN 2013 conference in the fall and was able to dig through the archives of Plain Language Association International. “People still ask for them all the time,” Cheryl Stephens told me, “but they’re not easy to find.”

She wasn’t kidding. As of right now, on Amazon.ca, one “new” copy of the sixty-page English booklet is available for $94.36; used copies are going for $46.39. I can’t find the French booklet or the trainer’s guide on Amazon at all.

And it’s no wonder they’re so coveted. Despite their age, they are still among the best plain language writing guides that I have come across. The smaller booklets are succinct and easily digestible, and the trainer’s guide is detailed and persuasive. The references are out of date, of course, as is some of the design advice, but otherwise, they remain solid references and are certainly great starting points for anyone hoping to learn more about plain language.

The federal government tweaked Crown copyright in 2013, leaving each department to manage its own copyright, but seeing as Supply and Services Canada no longer exists, I’m going to assume Crown copyright still applies to these publications, meaning that I am allowed to make copies of them as long as I distribute them for free or on a cost-recovery basis.

Before I returned the PLAIN archives to Cheryl, I photographed the pages from all three volumes and have rebuilt them from scratch, replicating the originals as closely as possible, down to the teal-and-purple palette that was so inexplicably popular in the nineties. And here they are:

The PDFs are free to download. I also published them via CreateSpace in case anyone wanted a hard copy (the list prices are set to the lowest allowable and are for cost recovery only) but primarily for discoverability, because within a few weeks of this post, all three should come up in a search on the extended Amazon network. The two little booklets are in colour, which is why they’re a little pricier, but I chose to offer the trainer’s guide in black and white, because the only colour was in the “Tips for trainers” inserts and I didn’t think it was worth increasing the price for just those twenty pages. The PDF of the trainer’s guide has those supplementary pages in colour.

Notes

  1. If anyone from the Government of Canada would like to reclaim copyright over these publications, please get in touch. I’m not making any money off of them, of course, and I don’t mind relinquishing my rights over the files, but I would like them to be available.
  2. I don’t know if a French version of the trainer’s guide exists, but if someone has it and would be willing to lend it to me or scan it for me, I would be happy to rebuild it as well. (UPDATE: Dominique Joseph tracked down a copy of the Guide du formateur, and I’ve added the rebuilt file to the above list.)

Acknowledgements

Thanks to Cheryl Stephens for providing the originals and Ruth Wilson for supplying a couple of pages that I was missing. Huge thanks also to my extraordinary volunteer proofreaders: Grace Yaginuma, who cast her eagle eyes over the English booklet and trainer’s guide, and Micheline Brodeur, who proofed the French booklet and supplied the translation for the descriptive copy on CreateSpace. Finally, a tip of the hat to whoever created these enduringly useful resources in the first place. We owe you a great debt.

UPDATE—July 21, 2014: A million thanks to Dominique Joseph for finding and sending me a copy of the Guide du formateur, proofreading the rebuilt document, and drafting the descriptive copy for CreateSpace.

Back to school: A self-indulgent personal post

This week I got an official letter of acceptance to the PhD program in SFU’s Faculty of Health Sciences, where I’ll be studying knowledge translation. In particular, I’ll be looking at ways to apply plain language principles to mental health research to make it more accessible to patients, practitioners, advocacy groups, and policy makers. I’m thrilled by the prospect of applying my editorial skills and clear communication knowledge to increase health and scientific literacy.

Although I’m heading back to school, in no way will I be leaving publishing; I adore my career, and my plan (although plans may change, of course) is to come right back once I’ve completed the degree. In the meantime, I’ll be dialing down the amount of publishing work I take on to a small handful of projects a year so that I can focus on my research.

I’ll also be drastically cutting back on my volunteer commitments with organizations such as the Editors’ Association of Canada. Over the past two years I’ve been a member of EAC’s Certification Steering Committee, which oversees the national program that certifies editors who have demonstrated excellence in proofreading, copy editing, stylistic editing, or structural editing. This committee is made up of some of the smartest, funniest, and most dedicated people I know, and working with them on projects to promote and strengthen the certification program has been a huge privilege. Leaving this collegial, optimistic, and productive group in August will be bittersweet.

At the branch level, I’ve worked with Frances Peck for the past two seasons (and with Micheline Brodeur last year) on the EAC-BC Programs Committee to set topics and invite speakers for our monthly meetings. We managed to put together an impressive lineup of speakers on fascinating subjects from forensic linguistics and cartography to subcontracting and the evolving role of libraries. Our ideas have spilled over into next season, and whoever takes over on the committee next year will be able to hit the ground running.

I can’t emphasize enough that my experiences on these committees—not to mention the professional relationships and friendships I’ve forged—have been tremendous for professional development, and I urge anyone considering volunteering for EAC to seize the opportunity. I will still be an active EAC member, and I am still happy to volunteer for small jobs here and there or for one-off events, but I’ll no longer have the time for ongoing committee work. If there’s still demand after this year’s PubPro unconference, a peer-driven professional development event for publication production professionals, I would be more than willing to run it again. And I still hope to attend EAC meetings and conferences and write up what I’ve gleaned from the sessions on my blog (although once I’m off the Programs Committee, I may allow myself to miss the odd meeting).

Speaking of my blog, my intention is still to post regularly on editorial, indexing, publishing, and plain language topics, but you might start seeing a bit more of a knowledge translation, health literacy, or mental health bent to my writing. Realistically, though, I won’t have time to do any more book reviews once school starts up. I’d love to keep crapping out my dumb little cartoons, but I might not be able to keep up with my monthly schedule.

Finally, I’d love to keep teaching in SFU’s Writing and Communications program. Changes are afoot in how those courses are being offered, though, so I’m not sure if I’ll still have a role to play. If it turns out that I will, I’ll be sure to post news about upcoming courses.

I’d like to thank all of my friends, colleagues, and mentors who have given me encouragement and advice as I’ve plotted this next step, which I have wanted to take for a long time. I feel incredibly lucky to be surrounded by so many amazing, supportive people.

Jack Joyce—A tour through the world of map editing (EAC-BC meeting)

I first started corresponding with Jack Joyce, founder and president of International Travel Maps and Books (ITMB Publishing) roughly a year ago when I was planning the PubPro 2013 unconference. I was inviting everyone who did any kind of publishing in B.C. to come share their wisdom about publication production. Joyce wrote back, “I’m not sure how valuable my participation would be, given that our production techniques, pre-press work, printing, and marketing differ so significantly from the needs of book publishers.” He added, “We use cartographers instead of project managers, senior cartographers instead of editors, and pre-press graphics specialists instead of pre-press print specialists. As maps are completely graphic and worked on by a dozen staff, there are no authors per se, although we credit the senior cartographers on the map when published. Even the eventual printing has to be done differently than for books.”

His response only made me want to learn more about editing and production in cartography, and we invited him to speak at our January EAC-BC meeting, where Joyce regaled us with eye-opening stories about ITMB’s rich history and the surprising state of mapping today.

History of ITMB

Joyce was raised in Toronto and educated as a town and regional planner at the University of Western Ontario. He moved to Vancouver in 1980, where he managed the Information Canada outlet, run by Renouf Books. Customers came in looking for maps of other Canadian cities. At the time, the retailer carried only maps of Vancouver and B.C. Joyce did four days of searching to track down a map of Ottawa that a customer was looking for. After that he forged relationships with suppliers, and his Hastings storefront became known as a place—really, the only place—people could get maps.

Everything was going fine, said Joyce, until someone came in looking for a map of Los Angeles. He contacted Rand McNally and began distributing that company’s maps of U.S. destinations. Then a customer came in looking for a map of London.

In response, Joyce contacted fifteen European countries asking them who was distributing their maps in North America. No one was, as it turns out, and Joyce became the North American distributor for fourteen of them. “We didn’t hear back from Switzerland,” Joyce quipped.

Recognizing a market niche, Joyce took six weeks off to visit Japan, South Korea, and China. At the time, in 1982, he was one of the first foreigners in China. After a two-hour meeting in Beijing he had secured a contract to do worldwide marketing of all maps of China, an arrangement that lasted until Tiananmen Square happened in 1989.

For South America, however, he “ran out of options.” Maps were basically impossible to find. So he teamed up with Australian cartographer Kevin Healey to form ITMB and began publishing original maps. “Kevin spent five years doing artwork by hand,” said Joyce. “He would attach typeset place names with beeswax. We worked that way until the early 1990s.”

In the 1980s, almost nothing had been published for any of South America; some governments, including Peru and Uruguay, hadn’t even done their own mapping. On one of the only available maps of Brazil, there was an island depicted at the mouth of the Amazon that Healey couldn’t find on any of the regional maps. That map, Joyce explained had been based on an aerial photograph that the Americans had taken in 1947, and the “island” was actually a cloud. This mistake persisted in maps for more than thirty years. “It’s not that unusual,” said Joyce. Even Google, as recently as 2012, showed an island in the South Pacific that doesn’t exist. “It was another cloud,” said Joyce.

Maps of various regions in Latin America became ITMB’s forte, but they also produced travel maps to other destinations all over the world. The maps of Europe at the time, explained Joyce, were all road maps. “None of the maps published showed railway lines.” Yet travellers to Europe usually explored the continent with a rail pass. So ITMB became the only firm that produced a map of Europe showing the rail lines.

Healey died in 1994. By that time Joyce had developed a relationship with the government of Vietnam’s mapping office, where he met his wife Lan, who worked as a cartographer and printer. Lan arrived in Canada in 1996 and took over cartographic production at ITMB, standardizing map design, and increasing the firm’s list from forty titles to 140 titles. Today, ITMB has over 490 titles in print and is the largest publisher of travel maps in the world.

State of mapping today

“Why are we still doing maps when everything is mapped electronically?” Joyce  said. As it turns out, the world is not nearly as well mapped as we believe. “Even Google will admit it’s only halfway through mapping the world.”

Around the time of the American invasion of Iraq, National Geographic had planed to do a feature on the historic treasures of Baghdad. Only shortly before they were scheduled to go to press did they realize that they didn’t have a map of Baghdad. Iraq was a very dangerous place to be sending in a map researcher, of course, but Joyce had a big and reliable enough team of researchers around the area that ITMB had managed to produce a good map of Baghdad. ITMB was the only firm in the world with artwork for Baghdad, and National Geographic called them for help, eventually printing 9 million copies of that map worldwide.

More recently, after the earthquake in Haiti in 2010, ITMB was on call with various aid organizations providing maps of the country. Even the U.S. State Department didn’t have its own maps and had to turn to ITMB for help. (Sure enough, as of this writing, if you look up Haiti in Google Maps and zoom in, you can see roads they’ve drawn in by tracing the satellite photo, but, except for the main highway, almost none of them are named.)

There are still huge parts of the world that you can’t get maps for, particularly in Africa, where most of the governments don’t have mapping offices and aren’t concerned about mapping. ITMB has been working with a Scottish firm that has been developing a digital database of Africa, using its artwork and refining it for travel maps. Joyce and his colleagues prepared the first ever travel map of Northwest Africa. “And this was a week ago!” he said. “Don’t leave home without a map,” Joyce advised. Many countries don’t have the infrastructure to distribute maps. In some places, you can’t get a map locally.

Cartography can be a sensitive political issue; a lot of mapping is taken on by governments, and the government of one country is reluctant to map another country, because doing so implies that it has the right to map the other country. As a result, some maps look as though “the world drops off at the end of the country.” ITMB doesn’t take that attitude, said Joyce, and it pieces together information from different sources to produce maps that travellers would find useful, even for not-so-remote locations. For example, say you want to take a trip down the Pacific coast of the United States. There are plenty of road maps out there that can take you down the I-5, but if you wanted to visit McMinnville to see Howard Hughes’s Spruce Goose or detour to Mount Hood, you’d be hard-pressed to find a map that had all of that information. ITMB, of course, has published just such a map.

The mapping process has certainly changed dramatically since Joyce started in this business. “In my lifetime, maps have moved from being done by hand, to being done by hand with typesetting, to scribing tools, to giant computers, to desktop computers,” said Joyce. The preferred software used to be Freehand, but Adobe purchased it and discontinued it. Now cartographers mostly use Illustrator. The iPad has really benefited mapping, because it lets the cartographer get georeferencing information in real time. She could be driving down a road in Israel and see where she appears on her map. If the map is off position, she can easily shift the road directly on the iPad to reflect where she actually is. Still, said Joyce, “A computer is only a machine. It’s only as good as the operator. You have to put in talent—a lot of artistic talent.” It’s not that hard to make a map that is technically accurate but looks boring, he said.

Editorial concerns in mapping

Curating information

When ITMB began, the firm relied heavily on atlases, travel guides (like Lonely Planet), any existing maps, and a huge team of researchers. Today Joyce and his colleagues still do this for some of the more remote parts of the world, but the information for a lot of places can be found in digital databases. “There’s almost a wealth of data. Our job is to take information out.” He had wanted to make a travel map of Australia, he explained, and he used a digital database to place a little airplane icon wherever there was an airport. “The whole map turned black,” he said—because many of the country’s ranchers and farmers have their own airstrips. To whittle down the number of airports on his map, he had to filter the database results, keeping only those airports with scheduled service, and the number of airplane icons dropped from thousands to twenty-six.

Proofreading

Once a cartographer has completed a map, it’s important to have another pair of eyes look over it. “Cartography is like every other type of editorial work,” said Joyce. Just as a person who’s written a book will have blind spots, “If you stare at the text long enough, it looks good.” Better yet is to take the map to (or back to) the travel destination and try to find errors—a process Joyce calls “ground truthing.” “A cartographer doesn’t have to have gone to Costa Rica to make a good map. But it helps,” he said. For some new maps of remote destinations, ITMB may do a small initial print run, essentially “buying five thousand researchers.” The early buyers of these maps will report back to the company—”This road is paved,” “This road is a kilometre over,” and so on. For a place like Ghana, Jack said, “You’re lucky if you can get the place name on the right side of the river and the names spelled at all reasonably,” adding, “You do your best.”

Spelling can be tricky in countries where the Latin alphabet isn’t the primary writing system. A week before his talk, Joyce and his wife were in Israel, heading toward Elat, Israel. Road signs leading up to Elat said “Elat” or “Ilat” or “Eilat.” Within Elat, most signs said “Elat,” except for one that said “Ilot.” The road signs there are in Hebrew, Arabic, then the Latin alphabet, and in many places the Latin spelling hadn’t been standardized. And the capital of Mongolia is variously spelled Ulan Bator, Ulaan Baatar, Ulaanbattar, etc. What is the correct spelling? “They don’t care!” said Joyce. Only China has imposed the Latin transliteration of its place names; other countries with non-Latin writing systems aren’t as concerned. To make sure users can find what they’re looking for, ITMB publishes the maps with the three most common variations—but there are times the cartographers can’t find any kind of consistency.

Editorial discretion

Maps done by a geological survey, said Joyce, can be used in a court of law. “My travel maps? No. Don’t try to fight a battle with them,” he said. If a road on a travel map were to scale, it would be a hundred kilometres wide—but for travellers, the roads are important to highlight. Another example is Fiji, which appears as a labelled cluster of dots on every world map; in reality, Fiji would be too small to see at that scale. Europe, too, is often depicted as bigger than it is, because otherwise it would be impossible to fit all of the information onto the map. ITMB’s business is travel maps, so its cartographers will exercise this kind of editorial discretion to give travellers the information they need.

Copyright

Joyce has noticed that sometimes after ITMB has done the legwork and published a map, other maps that look suspiciously similar will appear. But “Copyright is not something that’s so easy to defend, I’m afraid,” he said. Basically the artwork on the copy would have to be identical, down to the contours and typefaces. Even then, the legal fees involved in prosecuting copyright infringement would be prohibitive. “We don’t get mad—we get even,” Joyce said. “They published a map? We’ll publish a better map.” ITMB has built a reputation as the world’s premier travel map publisher, and the business is on good terms with travel publishers, many of whose guides feature ITMB maps. One factor in Joyce’s favour is that there’s not a whole lot of competition in cartography “because it’s so much damn work!” he said. It took them seven years to map Peru, he explained.

***

“Do we make money? Yes, overall, we do. But how much demand is there for Tonga, Malawi, and Antarctica?” Their primary motivation, explained Joyce, is not to make money; they love what they do, and “we do it because it has to be done. If we don’t do it, nobody will.”

Neil James and Ginny Redish—Writing for the web and mobiles (PLAIN 2013)

Veteran plain language advocates Neil James and Ginny Redish shared some eye-opening statistics about web and mobile use at the PLAIN 2013 conference that may prompt some organizations to reprioritize how they deliver their content. In 2013, for example, there were 6.8 billion mobile phones in use—almost one for every person on the planet. Half of the users were using their mobiles to go online. In 2014, mobiles are expected to overtake PCs for Internet use. Surprisingly, however, 44% of Fortune 100 companies have no mobile site at all, and only 14% of consumers were happy their mobile experience. Mobile users are 67% more likely to purchase from a mobile-friendly site, and 79% will go elsewhere if the site is poor.

People don’t go to a website just to use the web, explained Redish. Every use of a website is to achieve a goal. When writing for the web, always consider

  • purpose: why is the content being created?
  • personas: who are the users?
  • conversations: what do users have to do to complete their task?

Always write to a persona, said Redish, and walk those personas through their conversations. Remember to repeat this exercise on mobile, too.

Consider the following areas when creating content:

  1. Audience
  2. Physical context
  3. Channels
  4. Navigation
  5. Page structure
  6. Design
  7. Expression

Words, noted the presenters, are only one element out of seven.

Some basic guidelines

Build everything for user needs

Again, think of who your users are and what they are trying to accomplish. Consider their characteristics when they use your site. Are they anxious? Relaxed? Aggressive? Reluctant? Keep those characteristics in mind when creating your content.

Consider the physical context

Mobiles are a different physical environment compared with a tablet or PC. The screens are smaller, and type and links on a typical website are too small to read comfortably. Maybe soon we’ll have sites with responsive design that change how content is wrapped depending on the device being used to read it, but for now,  creating a dedicated mobile version of a site may be the best way to ensure that all users have an optimal experience on your site regardless of the device they use.

Select the best channels

Smartphones, equipped with cameras, geolocators, accelerometers, and so on, are capable of a lot. We need to be creative and consider whether any of these functions could help us deliver content.

Simplify the navigation

Minimize the number of actions—clicks and swipes—that a user needs to do before they get to what they want. “People will tolerate scrolling if they’re confident they’ll get to what they want,” said James.

Prioritize the content on every page

Put the information users want at the top, and be aware that, for a given line length, a heading with more words will have smaller type, which can affect its perceived hierarchy.

Design for the small screen

Pay attention in particular to information in tables. Do users have to scroll to read the whole table? Do they need to see the whole table at once to get the information they need?

Cut every word you can

The amount of information you can put on a website might be seemingly infinite, but for mobile sites, it’s best to be as succinct as possible. Pare the content down to only what users would need.