A reader opens an artist’s handbook looking for guidance on gallery fees. The index offers “commissions”, followed by a string of page numbers. Some passages discuss making custom artwork; others discuss the gallery’s share of a sale. The reader still has to discover which meaning applies on each page.
This is a fictional publishing problem, but it illustrates an editorial task worth planning. A useful index connects a reader’s likely question to relevant material. For independent authors preparing a non-fiction book with fixed page numbers, the work includes choosing terms, distinguishing ideas and checking the locations to which those terms lead.
Plan around a reader’s task
The American Society for Indexing’s evaluation checklist puts reader-appropriate terminology and relevant headings at the centre of index quality. Its guidance distinguishes an organised selection of topics from a concordance: a list of where words occur.
Start by writing a few questions your intended reader might bring to the book. In our imagined artist’s handbook, these could include how to accept a custom order and where to find an explanation of gallery charges. Locate the substantive discussion answering each question, then consider the terms through which a reader could reasonably seek it.
This exercise should expose gaps as well as useful entries. If the book never explains a subject, an index heading cannot supply that missing explanation. Decide whether the manuscript needs development or whether the proposed heading promises material outside its scope.
Separate two meanings of the same word
Suppose the fictional handbook discusses custom artwork on pages 24–27 and gallery sales fees on pages 78–81. A single undifferentiated “commissions” entry mixes two reader tasks. One possible set of entries would be:
- Commissions (custom artwork), 24–27.
- Commissions (gallery sales fees), 78–81.
- Custom orders. See Commissions (custom artwork).
- Gallery fees. See Commissions (gallery sales fees).
These entries and page ranges are invented illustrations, not extracts from a published book. The parenthetical descriptions make the two meanings visible. The alternative terms give readers another route to the relevant heading without asking them to guess the author’s preferred wording.
Review each proposed heading against the passage it represents. Combining repeated words is not the same editorial decision as bringing together discussions of the same concept. Conversely, two passages may discuss one idea using different expressions. Read enough surrounding text to establish the relationship.
Give cross-references a clear destination
The ASI checklist distinguishes a See reference, which redirects to another term for the same concept, from See also, which points towards related additional information. In the example, “Gallery fees” redirects to the chosen heading for that subject. The target must exist under the wording the reader is told to find.
Hopkins Press’s indexing guidance adds a useful test for See also references: the destination should offer additional page references, rather than simply repeating the current entry’s pages. Follow the route and consider what extra help the reader receives.
Apply the publisher’s house style consistently. Keep a record of preferred terms as the index develops so a renamed heading does not leave an earlier cross-reference pointing to its abandoned wording. Check both the entry you changed and the entries that refer to it.
Attach page references to the right proof
UCL Press’s guidelines describe indexing at first or revised proof stage, with the production editor advising on timing. Its first-proof workflow uses the paginated PDF; a list of candidate keywords can be prepared earlier.
Separate those stages in your own production plan. You can identify subjects during manuscript development while recording where their discussion occurs. For the finished page-based index, verify the locators against the agreed proof and edition. A locator is the reference telling the reader where to go.
If a revision changes pagination, recheck affected references before approving the index. Record which proof was used for the review. The index and the book it accompanies need to remain a matched pair throughout the final production changes.
Give AI assistance a specific editorial task
If you use an AI assistant during preparation, ask for candidate reader terms from supplied passages, possible ambiguities and proposed relationships between topics. Require each suggestion to be accompanied by its supporting passage or supplied location. Leave missing page references unresolved until they can be checked.
Treat this as a proposed working method, not a demonstration that a particular tool produced a reliable index. The author or indexer still needs to judge whether a heading fits the book, whether the discussion is substantive and whether the reader reaches the intended material.
Check the publisher’s requirements too. UCL Press’s current guidance on AI-assisted indexing requires a human indexer to review and edit the resulting index and check its quality. It also advises disclosing substantial AI use. That is the publisher’s stated requirement, rather than a universal rule for every publishing arrangement.
Review a complete reader journey
Before sign-off, try a small set of reader questions against the proposed index. The following is an applied review suggestion, not a report of a reader test:
- Choose an information need: state what the reader wants to find without copying the index heading.
- Look for an entry: note whether an appropriate term or a useful redirection is available.
- Follow the route: check the named target and the page reference in the agreed proof.
- Read the destination: judge whether the passage provides the information the heading led the reader to expect.
Include the two meanings of “commissions” as separate questions in the fictional handbook exercise. A route that works for custom artwork does not establish that the gallery-fee route works. Record failures specifically: a missing term, a broken redirection, an incorrect locator or a heading that overstates the passage.
Let the index complement the book’s structure
The contents list gives a broad route through chapters and sections. The index offers more specific access to topics within that structure. For a digital edition, also review the separate navigation questions covered in MaryChuks’ guide to ebook contents pages and reading-app menus.
Plan responsibility for the index alongside editing, proofreading and production. Whether you prepare it yourself or work with an indexer, agree the edition, scope, style and review stage. Finish by asking whether a reader can move from a sensible question to the right passage. That connection is the practical value the index should deliver.
Sources
Professional and publisher guidance checked on 28 October 2026. The pages do not display publication dates; this records access. The handbook, page references and proposed review exercise are illustrative.
- American Society for Indexing: Index Evaluation Checklist.
- UCL Press: Indexing guidelines.
- Hopkins Press: Indexing Guidelines.
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