Flow-Chart of Production Steps

Editorial Staff and Key
Name Position Abbreviation
André De Tienne General Editor ADT
Jonathan Eller Textual Editor JE
April Witt Assistant Textual Editor AW
Diana Reynolds Sr. Editorial Associate DR
David Pfeifer Research Associate DP
Joseph Kaposta Sr. Editorial Associate, Technical JK
Luise Morton Research Associate LM
Irving Anellis Visiting Research Associate IA
N/A Graduate Research Assistant RA1
N/A Graduate Research Assistant RA2
N/A Assistant Research Editor ARE

In the steps below, the first abbreviated name after each step is generally that of the person chiefly (but not necessarily ultimately) responsible for the completion of that step; succeeding names indicate staff members who share responsibilities or collaborate at various levels, in whole or in part, toward that completion. Red Initials denote editors, Blue Initials the current research and editorial staff, Green Initials the research editor position to be funded by NEH.

Because of technological changes currently in the works (2010–13) under the responsibility of Associate Technical Editor Ali Zimmerman and Web Developer/Programmer Shawn Hanes, this flow-chart will eventually need to be updated and adapted to reflect new methodologies.

The production steps have been divided into six stages, A through F; although they are for the most part organized chronologically, their respective execution is ongoing and thus overlapping at all times.

  1. Identification, recovery, and selection of items for the volume -- (Steps 1 - 14)
  2. Start of Stage A
  3. Identify complete manuscript set for volume period using copies from archives (set 2). ADT, DP, ARE
  4. Begin page sequencing into order of composition for manuscripts likely to be selected for publication and look for additional pages that may have been misfiled, or recycled by Peirce, or put with fragments. ADT, DP, ARE, RA1, RA2
  5. Create Manuscript Reconstruction reports (if needed) outlining compositional order, marking lacunae, providing rationale for reconstruction, and identifying material from earlier drafts or variants that may qualify for inclusion in annotations. File paper copy of report in set 2 folders. ADT, DP, ARE
  6. Create a record in Peirce Papers Database of each identified document. ADT, ARE, RA1, RA2
  7. Review and complete preliminary selection of texts to be considered for publication. Send list to contributing editors for advice as needed. ADT, ARE
  8. Arrange selections chronologically, integrate published writings, and prepare chronological catalog of all extant writings from period of the volume in progress. Update database. ADT, DP, ARE
  9. Prepare genealogies, to be used in selection headnotes, for the texts proposed for publication. ADT, AW, JE
  10. Collate drafts and variants and confirm compositional sequence. JE, AW
  11. Consult (as needed) with contributing editors about selection of manuscripts. Prepare and send materials to contributing editors as required. Begin annotation research. ADT, ARE, LM, IA, RA1, RA2
  12. Select copy-texts. Annotate set 3 (editing-folder copy) to indicate continuity through difficult copy-text transitions, and pass the copy-text to the technical staff. JE, ADT, AW > DR, JK
  13. Make preliminary word count and set final table of contents. Build accordion folders. Confirm working numbers and build editing folders (set 3) item by item. ADT; DR, JK
  14. Highlight proper names, quotations, and references on a separate copy of the copy-text. Determine which “names and quotes” require identification. Insert annotations markers into the on-line file of the critical volume. Continue annotations research on the selected items. ADT, ARE, LM, IA, RA1, RA2; DR, JK
  15. Assign historical introduction. ADT
  16. Review master template and certify that all volume specifications (including “transcription” through “layout” attributes; see Editorial Guide) are ready to go. AW, JE
  17. End of Stage A
  18. Transcription perfection (initial series of proofreadings) -- (Steps 15 - 29)
  19. Start of Stage B
  20. Transcribe text (and tag Peirce’s alterations) using PEP-developed tagging system, and create the Base Transcription File in FrameMaker + SGML (base file). The transcriber will maintain access control over the transcription and its modifications. DR, JK
  21. Prepare line-art for all of Peirce’s own graphical illustrations using Adobe Illustrator or other software. Provide resulting image files to transcriber for insertion in text. AW, DR, JK
  22. First (team) proofreading (base file against copy of original), literal and non-interpretive. DR, JK, RA1, RA2
  23. Enter corrections in the base file after first proofreading. DR, JK
  24. Check corrections. Enter and check any oversights caught in first check until corrections are complete. Complete insertion of line art or image files in text. Archive (on disk) as “First Proofreading plus corrections.” DR, JK
  25. Print copies of corrected base file for second proofreading at Harvard or other holding archives and make plans for archival visits. DR, ADT
  26. Second (team) proofreading (“first proofreading plus corrections” file against original manuscripts at holding archives). Verify authorial alterations and editorial markings and record physical descriptions. ADT, ARE, DR, RA
  27. Upon return from archival proofreading, enter corrections in the base file. DR, JK
  28. Check corrections. Enter and check any oversights caught in first check until none remains. Archive (on disk) as “Second Proofreading plus corrections”; print copy for third proofreading. DR, JK
  29. Third (individual) proofreading (“second proofreading plus corrections” file against copy-text photocopy) by a research editor, recording corrections on the printout. ADT, ARE
  30. Enter corrections in the base file after third proofreading. DR
  31. If copy-text has layers of authorial revision, review the file’s tagged alterations, mark up and rewrite selected (significant) alterations for inclusion in apparatus. Return printout and lists of selected alterations to transcriber. ADT, ARE > DR
  32. Enter and tag selected alterations. DR
  33. Check corrections and selected alts. Enter and check any oversights caught in first check until none are left. Run an electronic comparison and check. Archive (on disk) as “Perfected Transcription.” DR, JK
  34. Generate complete list of transcription alterations, Peirce’s formatting instructions, and other physical markings (authorial or not, such as running headers or page numbers) for the project archives as required by CSE. Correct any tag boundary errors. Check tag corrections. Archive (on disk) as “Editing Copy” and print a copy for editorial regularization and emendation mark-up by the Textual Editor. Print additional copy for review by general editor; stamp as “Editing Review” and place the entire folder on selection rack for editorial review. DR, JK
  35. End of Stage B
  36. Critical editing -- (Steps 30 - 37)
  37. Start of Stage C
  38. Research Editor reviews the Editing Review Copy, identifies textual problems, and marks the Copy with suggested emendations. ADT
  39. Draft apparatus headnotes and textual notes. Include lists of end-line hyphenation in the copy-text and rejected substantives (if any) from subsequent forms of the text. JE, AW
  40. Using the Editing Review Copy marked up with suggested emendations, Textual Editor makes final editorial decisions and marks up textual emendations (red), silent regularizations (blue), and any remaining perfection errors discovered during the editing stage (pencil) on the master Editing Copy. If needed, Textual Editor convenes a meeting to brief others on final editing choices. JE, AW
  41. Pass the electronic file of the textual apparatus notes (headnotes and textual notes) and any lists not marked in the editing copy (end-line hyphenation and rejected substantives) from textual editor to transcriber. AW > DR
  42. Impose the textual emendations marked on the editing copy printout into the electronic file using tags; be sure to convert the superseded copy-text readings to conditional text (do not erase it). DR
  43. Check the emended copy against the Editing Copy. Check the editorial linking tags against the apparatus lists (emendations, selected alts, hyphenations, and rejected substantives) and correct if necessary. Enter corrections. DR, JK
  44. Check corrections. Enter and check any oversights caught in first check until all corrections are complete. Archive twice (on disk), once as “Emended Copy” and once as “Annotations Copy.” DR, JK
  45. Transfer the “Annotations Copy” file (as well as access control for the file) from the transcriber to the editor in charge of annotations. Do this for all text chapters prior to layout. DR > ADT, ARE
  46. End of Stage C
  47. Production passes (second series of proofreadings) -- (Steps - 38 - 53)
  48. Start of Stage D
  49. Re-format the fully edited FrameMaker (Emended Copy) file in a preliminary page-layout form designated (but not yet stamped) as the First Pass. Verify that the style-sheet format impositions conform to the volume specifications sheet. Archive as “First Pass Preliminary Layout.” Print it out and place the entire selection folder on the appropriate rack for initial first pass editorial layout review. DR, AW
  50. Editors complete individual review of preliminary layout, marking layout suggestions in blue. The Textual Editor and the General Editor will reconcile any conflicting layout suggestions, and pass the folder to the transcriber for layout adjustments and a new printout. ADT, JE, AW > DR
  51. Check new printout against marked-up First Pass Preliminary Layout. Enter corrections. DR, JK
  52. Check corrections. Have the Editor review any remaining potential layout problem as needed. Enter and check any oversights caught in first check until none remains, making sure all layout adjustments have been made. Archive (on disk) and red-stamp the final printout as “First Pass.” Place corrected printout in the front of selection folder and place folder on rack for second editorial layout review. DR, JK, ADT
  53. Fourth (team) proofreading (stamped First Pass printout against marked-up master Editing Copy), to ensure that selections have not been corrupted during imposition of emendations or layout process. Check math equations, charts and diagrams against copy-text photocopies. DR, JK, RA1, RA2
  54. Enter corrections after fourth proofreading. DR, JK
  55. Check corrections. Enter and check any oversights caught in first check. Archive (on disk) as “Second Pass page proofs.” Page runs are stabilized at this point—page count is locked in. DR, JK
  56. Bundle all selections as a book in the FrameMaker “book file,” and provide folio pagination for each selection’s running headers. Create blank pages at points where full-page photo illustrations will be laid in. Apply proper opening page template (recto or verso) for opening pages. Perfect page make-up (line and word spacing, feathering, etc.). Print out and red-stamp as “Second Pass.” Place entire selection folder on rack for second pass editorial layout review. DR
  57. Editors complete individual review of second pass layout, marking layout suggestions in blue. Suggestions at this stage only involve spacing between lines, across page breaks, and placement of displays or tables on facing pages. The Textual Editor or the Editor will reconcile any conflicting layout suggestions, and pass the folder to the transcriber for layout adjustments and a new printout. ADT, JE, AW > DR
  58. Check the new printout against the Second Pass. Enter corrections. DR, JK
  59. Check corrections. Enter and check any oversights caught in first check until all corrections are complete, and making sure all layout adjustments have been made. Archive (on disk) as “Third Pass.” Line drift across pages stops here—line numbers are locked in. Print out and red-stamp as “Third Pass.” DR, JK
  60. Fifth (team) proofreading (Third Pass against marked-up Second Pass). The pass is first checked against the second pass on the light table by a single reader, and then team-proofread to ensure all emendations, corrections, and format adjustments have been made correctly. DR, JK, RA1, RA2
  61. Any final changes to Peirce’s texts will be marked and corrected; the revised page will be reprinted, checked, and inserted in place of the original page within the Third Pass. AW, DR, JK
  62. Scan and layout For-Position-Only images of photo illustrations. Tip them into electronic files at appropriate points. DR
  63. Prepare dust jacket copy and publicity text for IU Press catalog, and send to IU Press. ADT
  64. Schedule MLA/CSE inspection. JE, AW
  65. End of Stage D
  66. Back matter and front matter -- (Steps 54 - 78)
  67. Start of Stage E
  68. Back matter -- (E.1 Steps 54 - 62)
  69. Start of Stage E.1
  70. Complete “Essay on Editorial Methods and Theory” and glossary of apparatus symbols. JE, AW
  71. Finalize apparatus headnotes and textual notes as needed. Enter corrections and proofread until perfected. ADT, JE, AW, DR
  72. Print list of apparatus entries (embedded in Third Pass). Key in page and line references to Third Pass. Suppress tag markers in apparatus lists. DR, JK
  73. Consult contributing editors about difficult or specialized annotations if necessary. Finalize annotations file. ADT, ARE, LM, IA, RA1, RA2
  74. From annotations file, generate list of annotations selected for publication and transfer to transcriber’s computer. Key in page/line references to Third Pass. Insert chapter short titles. ADT > DR
  75. Import Chronological Catalog of Peirce’s writings into transcriber’s computer. ADT > DR
  76. Prepare Bibliography of Peirce’s References, recording which editions Peirce owned or used. Import into transcriber’s computer. ADT, RA > DR
  77. Prepare list of Line-End Hyphenation in the Edition Text. AW > DR
  78. Reformat back matter in page-layout form. Verify that style-sheet format impositions conform to the volume’s specifications sheet for apparatus. Archive (on disk) as “First Pass.” DR, AW
  79. End of Stage E.1
  80. Front matter -- (E.2 Steps 63 - 66)
  81. Start of Stage E.2
  82. Complete the Introduction (by Editor or assigned author). Pass it to transcriber. ADT > DR
  83. Complete Chronology of Peirce’s life, highlighting appropriate period of the volume; complete list of Bibliographical Abbreviations in Editorial Matter. Import into transcriber’s computer. ADT > DR
  84. Prepare remaining front matter (title and copyright pages, frontispiece, preface, acknowledgments, contents, list of illustrations). ADT, ARE, JE, AW, DR
  85. Re-format front matter in page-layout form. Verify that the style-sheet format impositions conform to the volume’s specifications sheet for front matter. Archive (on disk) as “First Pass.” AW, DR
  86. End of Stage E.2
  87. Production passes -- (E.3 Steps 67 - 78)
  88. Start of Stage E.3
  89. Team-proofread front and back matter (First Pass against pre-import copy). DR, JK, RA1, RA2
  90. Enter corrections in First Pass files. DR, JK
  91. Check corrections. Enter and check any oversights caught in first check until all corrections are complete. Archive (on disk) as “Second Pass page proofs.” DR, JK
  92. Check front and back matter cross-references. DR, JK, RA1, RA2
  93. Enter corrections in the Second Pass page proofs. DR, JK
  94. Check corrections. Enter and check any oversights caught in first check until all corrections are complete. Archive (on disk) as “Third Pass page proofs.” DR, JK
  95. Individual proofreading and review of front and back matter by all editors. JE, ADT, AW, ARE
  96. Editors meet in conference to agree on final editorial readings. Consolidate all marks on a single copy of the editorial matter and pass to transcriber. JE, ADT, AW > DR
  97. Enter corrections in the Third Pass front and back matter files. DR
  98. Check corrections. Enter and check any oversights caught in first check until all corrections are complete. Archive (on disk) as “Corrected Third Pass page proofs.” DR, JK
  99. Bundle front and back matter into the Book File. DR
  100. Key cross-references within all the editorial front and back matter, and print out the keyed "Third Pass." Check and correct as necessary. DR, JK
  101. End of Stage E.3
  102. End of Stage E
  103. Camera-copy production -- (Steps 79 - 84)
  104. Start of Stage F
  105. Prepare index covering the Introduction, the Peirce texts, the Annotations, and those portions of the Essay on Editorial Method and Theory and of the Textual Apparatus headnotes, textual notes, and alterations lists that are relevant for Peirce studies. Transfer to transcriber’s computer for style-sheet-compliant layout and for incorporation into book file. ADT > DR
  106. Print laser proofs to accompany transmission of electronic files to the printer. DR
  107. Individual examination of volume layout. Everyone
  108. Correct, check, and tip in corrected pages of laser proofs. DR
  109. Prepare PDF copy of entire book and send it electronically to printer. DR
  110. Examine (at IU Press) complete set of blues prepared by the printer. JE, AW, ADT
  111. End of Stage F