Index Specifications Worksheet

The following Specifications Worksheet is presented for information only. It will be completed by IndexEmpire from data supplied by the client and will be made part of the final contract. Such a form helps prevent misunderstandings about how the completed index should look and how it is to be delivered. Not all projects will require an answer for every issue on this sheet, but it ensures the requirements of IndexEmpire’s clients are met. For an immediate time and cost estimate, close this window, then fill out and submit our QuickQuote form.


Title: __________________________________________________________

Editor (name and phone number): _______________________________________

Author (name and phone number): _______________________________________

Indexable pages (number): __________

IndexEmpire receives proofs:

As one complete set (date): ________

In batches (date) portion 1: ________ portion 2: ________ portion 3: ________

General information

Is there a house stylesheet or sample that the indexer should follow? ____

Chicago Manual of Style, 13th edition

Chicago Manual of Style, 14th edition

House style

Is the table of contents included with the proofs? _____

Are the bibliography and appendix(es) provided with the proofs? _____

Author information

Are there specific entries the author wants? _____ (If yes, attach additional pages.)

Is the book geared for a  technical or  general audience?

Are there any specific topics that should be avoided? ___________________________

Type of index

Single or multiple: ______________

Subject

Name

Author-title

Authors cited

Other: _____________

Density of material

Light, coffee-table reading

Condensed, complicated material

Is client expecting a rough number of entries per page? _____

Page size: _____________

Leading (space between lines): _____________

Font and size: __________________________

Number of columns in book: _____________

Width of margins: _____________

Format

Indented (number of levels allowed: _____)

Run-in (only 2 levels)

Arrangement of entries

Main headings:

Alphabetized word-by-word

Alphabetized letter-by-letter

Subentries:

Alphabetical

Chronological

Page-number order

Capitalization of headings

Entire heading uppercase

Entire heading lowercase

Proper nouns and adjectives only

First letter only

Other: _____________

Locator format — general

Between an entry and locators:

Comma followed by a space

Two spaces

Semicolon

Hyphen

Other _______________________

Between multiple locators:

Comma followed by a space

Semicolon followed by a space

Page

Chronological

Cross-references

Placement:

After main entry

As last subheading

Footnotes, endnotes

Indexable? _____ If yes, reference locator format for _______

Appendixes, bibliographies

Indexable? _____ If yes, reference locator format for _______

Illustrations, maps, artwork, photographs

Indexable? _____ If yes, reference locator format for _______

Tables, charts

Indexable? _____ If yes, reference locator format for _______

Page range format

Continuous discussion of topic:

Numbers in full with en dash

Compressed, format for ___________

Noncontinuous discussion of topic:

As above

Separate pages with comma

Other: _______________________

Special conventions

Acronym posting

Other: _______________________

Handling of numbers

Numeric order

As spelled out

By numerical size

Depth of indexing

Is there a length limit? _____ If yes, what is the maximum number of lines? ______

How many characters per line are allowed? _______________

Other remarks

__________________________________________________________________

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