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American Society for Indexing
Indexing
Evaluation Checklist
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The Index is the KEY to the book
Is the index to your book or web site
good enough
for your readers?
Here are some helpful insights for ensuring an excellent index.
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| "An index is not an outline, nor
is it a concordance. It's an intelligently compiled list of topics
covered in the work, prepared with the reader's needs in mind." |
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| Reader Appropriateness
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- Are the indexed terms appropriate for the intended audience?
For example: "heart attack" in a book for the general
public, "myocardial infarction" in a book for health
professionals; "Taxus" in a work for botanists or
horticulturalists, "Yew" in a work for home gardeners.
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| Main Headings |
- Are the main headings relevant to the needs of the reader?
Are they pertinent, specific, comprehensive? Not too general
yet not too narrow? Not inane or improbable?
- Do main headings have not more than 5–7 locators (page references)?
If more, they should be broken down into subheadings.
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| Subheadings |
- Are the subheadings useful? In the example below,
a) the page ranges are extensive
b) the subheading "problems with Republicans" may
be too general
Roosevelt, Franklin
problems with Republicans, 1–32
- Are subheadings concise, with the most important word at the
beginning? For example, not:
banks
and relationship to Federal Reserve bank
but
banks
Federal Reserve regulation
- Unnecessary words and phrases like "concerning"
and "relating to" and proliferation of prepositions
and articles should be avoided.
- Is the number of subheadings about right? More than one column’s
worth is probably too many. Are subheadings overanalyzed? Could
they be combined? For example, could "dimensions"
be substituted for "height," "width," and
"length"? Or should some subheadings become main headings
with their own subheadings instead?
- Do subheadings have more than 5–7 locators? If more, they
should either be broken down into sub-subheadings or be changed
to main headings.
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| Double Postings |
- For the reader’s convenience, many subheadings should
be double posted—that is, they should exist as main headings
too. An example: "Cats: Siamese" and "Siamese
cats." Has this been done? Double postings should, of course,
have the same locators. Do they?
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Locators
(Page References) |
- Are the locators accurate? Check a sample of entries to see.
Spot-check pagination for nonsense numbers where the hyphen or en dash
may be missing, such as 18693 for 186-93. Check that elision (page ranges
such as 186-93) is consistent.
- When locators include roman numerals or volume numbers, does
the typography make the usage clear?
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| Cross-References |
- Have see and see also cross-references
been provided?
- A see should direct the reader to a different
term expressing the same concept, such as "Clemens, Samuel.
See Twain, Mark" or "aerobics see
exercise".
- A see also should guide the reader from a
complete entry to the related entries for more and different
information. Examples: "Mammals: 81, 85, 105; see
also names of individual mammals" "astronomy
12–14, 56, 68. See also galaxies; planets"
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| Length and Type |
- Is the index length adequate for the complexity of the book?
An index should be 3–5% of the pages in the typical nonfiction
book, perhaps 5–8% for a history or biography, and more
(15–20%) for reference books.
- Is there a need for more than one type of index? For example,
in addition to the usual subject index, perhaps a separate name
or place index is called for. If so, is there one?
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| Format |
- Is the type large enough to be easily read? Do the index pages
look open and not crowded?
- Are the main headings and subheadings (and sub-subheadings
if any) distinguished from each other?
- Is the organization—whether alphabetical, chronological,
or other—accurate, clear, and consistent?
- When an entry’s subheadings "turn a page" that
is, are continued from a right-hand page to a left-hand page,
the main heading should be repeated, followed by the word continued
in parentheses. Depending on the size of the pages,
continued headings might be appropriate for continuations from
left to right pages, or even from left to right columns. Are
they present?
- Preferences for punctuation between main headings and their
subheadings and see and see also
cross-references will vary from publisher to publisher. This
discussion features several acceptable variants. The important
thing is that the punctuation style be clear to the reader and
consistent. Is it?
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