Chapter Meetings and Contacts

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(Official chapter names are in CAPS.)

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Contact: Leoni McVey or:


Core Region: Illinois, Iowa, Michigan, Wisconsin


Chicago/Great Lakes Lunch Chat
Saturday, May 7, 2016
Hay Caramba
122 S. Prospect Ave.
Park Ridge, IL 60068

The Chicago/Great Lakes Chapter of the American Society for Indexing is sponsoring an informal lunch chat on Saturday, May 7, 2016. Our discussion will focus on textbook indexing, the upcoming ASI annual conference in Chicago in June, future activities of the Chicago/Great Lakes Chapter, and interests and needs of new and experienced indexers. Any other indexing-related topics of interest to you can be discussed as well.

This is an important gathering, and we hope everyone can attend.

The lunch chat will begin at 11:00 a.m., and each attendee is responsible for his or her lunch cost. Hay Caramba is easily reached by Metra Northwest, CTA el and bus, and car. Free street parking is available, and a parking lot is across the Metra tracks next to the nearby Park Ridge Library.

If you can join us, please contact Caryl Wenzel by Thursday, May 5, at

Hope to see you there!


Contact: Theresa Duran at
Core Region: Northern California, Nevada


Golden Gate Chapter
Peer Review Session
Saturday, December 5, 2015

11:00 a.m. to 3:00 p.m.

Join us for a peer review session and free lunch in Berkeley on Saturday, December 5, 2015. All indexers and indexing students, whether ASI members or not, are welcome to attend.

Want some feedback on a recently completed index or inspiration for one currently under construction? Want to see how other indexers have handled thorny issues or phrased their subheadings? Whether you’re new to indexing or a veteran, these sessions are always valuable. We’ll review each others’ work, share our methods, and learn from each other. Bring your analytical mind, sharp eyes, and informed but respectful opinions.

Although you don’t have to bring an index in order to participate, we strongly encourage you to share some of your work, even if it was done for practice or remains unfinished. Indexes should be sent in advance to Theresa Duran at by December 3 so that we can make copies for the other attendees.

Midway through our session, we’ll have lunch from a local pizzeria, along with green salad and cookies. There will be ample time for hobnobbing and networking.

Registration: Free, including lunch, as long as you RSVP to by 5:00 p.m. on December 3.

Location: 1600 Addison Street, Berkeley (in the meeting room of a condo complex, courtesy of Susan Storch).

The entrance to the complex is on the east side of California Street between Addison and Allston. The pillars to either side of the entrance say “St. Joseph’s Academy.” Across from the green, or common grassy area, is a large building that used to be a Catholic school. The meeting room is in the basement of that building. Park on the street wherever you can. PLEASE NOTE: The parking area on Jefferson between Addison and Allston is off-limits to nonresidents.


Contact: Carol Reed,
Core Region: Indiana, Ohio, Michigan, Kentucky, Tennessee


Heartland Chapter
Heartland Chapter of ASI – Fall Meeting
Oct. 3, 2015
10:00 a.m.–4:00 p.m.
Richmond, IN

Our presenter will be Kate Mertes, owner of Mertes Editorial Services and two-time winner of the ASI/EIS Award for Excellence in Indexing.

“On Aboutness”

What’s it all about? That is the question capable indexers must keep in front of them as they work through a text. Kate Mertes will show you how to avoid tangents and stay focused to produce a good index.

“Don’t Be a Hermit! An Indexer’s Guide to Working with Clients”

One of the things many indexers like about freelancing is that they are working for themselves and by themselves. But you can’t really be a total hermit—you have to interact successfully with your clients to run a healthy business. Whether the person who hires you is an editor at a publishing house, a book packager, or an author, keeping clients informed and confident in your abilities is a job in itself.

In this fast-paced, lively workshop with Mertes, co-author of ASI’s Working with Authors and Editors, you’ll have a chance to consider the different types of clients and their varying needs as we go through the whole process of client interactions, from first contact to turning in the final index. And you’ll walk away with some valuable documents to use in working with your customers and tips for developing your own customized materials.

REGISTRATION: The Heartland meeting is open to all ASI members and non-members who are interested in indexing. Cost is $30 for Heartland members, $40 for non-members (lunch not included).

LOCATION: The Richmond MCL Cafeteria is at 3801 National Road East, Richmond, IN, in the Richmond Square Mall.

Please RSVP to Carol Reed at by September 29, 2015.


Kansas–Missouri Group

Contact: Mary Mortensen (785) 841-3631 or


Contact: Judith McConville (Chair),
Core Region: District of Columbia, Maryland, Virginia, West Virginia, Delaware, Pennsylvania


Customer Relations for Indexers
March 11, 2016, at 1:30 p.m.

118 N. West Street (Kate Mertes’s house)
Alexandria, VA

The meeting location is a short walk from King Street Metro (Blue or Yellow line).

The topic of this meeting focuses on the special situations that come up with indexing clients. Enid Zafran will lead a discussion on:

  • setting a price,
  • getting paid,
  • handling client lists of terms,
  • responding to client criticisms,
  • repagination revisions,
  • dealing with subcontractors,
  • indexer errors, and
  • deadline issues.

All levels of indexers, from beginners to advanced, will benefit from participating. Not only will business topics be addressed, but indexing methods will be included.

Of special note, attendees will receive copies of forms Enid has developed for use in her own successful indexing business. The forms cover various interactions with clients, including creating contracts and responding to client requests. A brief MSA Chapter business meeting will also be held.

Light refreshments will be served at the the meeting and are included in the registation fee. Dinner at a nearby restaurant will be arranged for those who are able to stay after the meeting. (Cost of dinner is not included in registration fee.)

Fee for ASI members: $20.00
Fee for non-ASI members: $30.00

Please sign up by March 1, 2016 by mailing your check payable to MSA-ASI to Julie Cursi at 47 Hobbitt Lane, Finleyville, PA, 15332. Please include a note with your contact information and let us know if you would like to be included in dinner plans.

Please contact Judy McConville at with questions.



Contact: Naomi Martin at
Core Region: Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont


New England Chapter
Informal Luncheon
Friday, 13 November 2015
11:30 AM
Portsmouth, NH

We are pleased to announce the next informal luncheon of the New England Chapter of ASI on Friday, November 13, 2015 at 11:30 am. It will be held in Portsmouth, NH at BRGR Bar. Please look at the restaurant website for menu and location.

All indexers, friends, and those interested in indexing are welcome to attend.

Please RSVP to Linnea Dwyer, at by Nov. 11.


Contact: Jan Wright (505) 281-2600,

Contact: Janet Mazefsky,, or Inge Wiesen,


The New York City Chapter of the
American Society for Indexing
Tuesday, June 23, 2015
E V E N T   C A N C E L L E D

Will be rescheduled.

NY Chapter members and friends, please join us for an informal lunch at one of our favorite restaurants – Smorgas Chef.

Date and Time: Tuesday, June 23, 12:30 p.m.

Place: Smorgas Chef
58 Park Avenue between 37th and 38th
Phone: 212-847-9745

Hope you can all join us. Please feel free to bring a friend and/or anyone interested in talking about indexing, joining ASI or serving as an officer of our chapter.

RSVP by Sunday, June 21 to: Janet Mazefsky ( or 212-427-7375 or Inge Wiesen (


Contact: Carolyn Weaver, President,
Core Region: Alaska, Idaho, Montana, Oregon, Washington


Pacific Northwest Chapter/ASI

Fall 2016 Meeting (20th Anniversary)
September 16-17, 2016

Marriott Springhill Suites,
1421 SE Tech Center Dr., Vancouver WA 98683

We’re celebrating our 20th Anniversary this year, with a blowout meeting that includes a star-studded slate of workshops, a recognition dinner, and networking lunches. Please join us! The Pacific Northwest is beautiful in September.


Indexing Narratives and Biographies with Enid Zafran.
Enid’s program explores how to follow and index a personal story – either biography or narrative — with all the variants that can make the process difficult to comprehend, such as events in a life, multiple personalities, roles/titles, and interactions among numerous people. Enid will lead us through the sometimes complicated process of creating a usable index from a mass of information.  These can be some of the more challenging types of projects even for experienced indexers.  They require an approach different from textbooks and works already formatted into divisions.  The day-long workshop covers how to create a working structure, phrase entries, and deal with metatopic issues.  Hands-on exercises are included, so bring your laptop if you want to use your indexing software.  Also one exercise is from the book Into Thin Air, so if you have a copy or want to read it in advance, you will find the story immensely interesting, but note that the book does NOT contain an index.

Painless Index Editing  with Carol Roberts.
Would you like to be able to edit a scholarly index in 30 minutes? In this workshop, Carol will take you through a step-by-step process designed to cut your index editing time substantially. She will offer tips on when to do your editing (while keying in vs. at the end), suggestions for flagging entries to be edited later, and a line-by-line systematic final edit. Although Carol will demonstrate her techniques using CINDEX for Mac, the concepts are not platform-specific and are adaptable to any of the professional indexing programs.

Marketing for the Shy: Alternatives to Cold Calling with Carol Roberts.
Marketing is for any freelancer who is just starting out, needs to replace some less-than-stellar clients, or wants to shift into a new area of indexing. Explore and practice a variety of alternative marketing techniques, including effective use of business cards, how and with whom to network, persuasive mailings to publishers, Amazon, and LinkedIn. Learn how to make your own luck!

Sherry Smith Award for New Indexers
This anniversary celebration inaugurates the Sherry Smith Award for New Indexers, which will grant $100 to help one new indexer per year attend a PNW fall conference.  In order to apply, you must:

  • Be currently enrolled in an indexing course for initial training in indexing.  This includes the ASI Training in Indexing course, the UC Berkeley Extension Indexing: Theory and Application course, or individual instruction from an established professional indexer


  • Be in your first year after completion of one of the courses above, as of the date of the fall conference.
  • NOTE: Winner must be willing to volunteer for a one year period to serve on the Program Team, which is a group of indexers who help plan the fall conference.  The purpose of the award is to help emerging indexers experience the benefits of networking with other indexers while we harness your ideas and energy to invigorate future conferences.
  • Applications must be submitted no later than one month before the fall conference.  Apply by email to Maria Sosnowski, Chapter Secretary, at,  indicating your name, location, course/teacher, completion date if applicable, and contact information so that we can verify accuracy.
  • The winner will be selected by random drawing from the pool of applicants who meet the criteria.  The winner will be awarded $100 which will be allocated first towards the conference fee, and then any balance remaining will be paid to the winner at the conference to defray other conference-related travel costs.  Conference attendance is required.

Registration information is available for download from the Chapter website.

Where: Marriott Springhill Suites, 1421 SE Tech Center Dr., Vancouver, Washington. The hotel is 10-15 minutes from the Portland International Airport (PDX).

Stay another day for: Powell’s City of Books, Fort Vancouver National Historic Park, The Lan-Su Chinese Garden, a drive up nearby Columbia River Gorge, or a visit to the spectacular Oregon Coast.


Pennsylvania-Pittsburgh Group
Contact: Susan Cohen,

Contact: Gina Guilinger,
Core Region: Colorado, Wyoming, Utah


Rocky Mountain Chapter of ASI
Annual Spring Meeting
Saturday, May 21, 2016

The Rocky Mountain Chapter of ASI is holding its annual spring meeting at the Longmont Public Library (409 Fourth Ave., Longmont, CO 80501) on Saturday, May 21, 2016. The meeting will start at 10:00 a.m. and we have the meeting room scheduled until 4:00 p.m. We will start setting up the room for the meeting at 9:30 a.m. so you are welcome to come early.

There is no charge and everyone is welcome to attend. Following the chapter business meeting, we will discuss improving indexing speed and view portions of Kate Mertes’ NASCAR Indexing: Creating and Maintaining Speed DVD.

Lunch will be a potluck, so please plan to bring a dish to share and a drink. The Chapter will provide service items. The meeting room has a sink and refrigerator available.

If you have questions or suggestions please contact Gina Guilinger (


Contact: Naomi Linzer,
Core Region: Texas, Arkansas, Oklahoma, and Louisiana

Contact: Diana Witt or Sandi Schroeder
Core Region: Alabama, Florida, Georgia, Mississippi, North Carolina, South Carolina, Tennessee

Contact: Catherine Barr, (858) 705-3981 or


Southern California Chapter
Winter Workshop
Saturday, February 7, 2015
San Diego, CA

Evaluating Indexes: A Fresh Perspective for Indexers

“Evaluating Indexes” focuses on an important skill that indexers don’t always take time to cultivate. Evaluation is much different from editing an index, but when you learn to evaluate an index you can apply that knowledge to your daily indexing work. We will use the Wilson (now ASI/EIS) award criteria, but don’t let the word “Wilson” scare you. Beyond the elegance required for an award winner, these criteria are a summary of best indexing practices.

“Evaluating indexes” will have two parts. In the morning segment, we will review best practices and utilize those criteria to evaluate an index as a group. That is, we will all look at the same index and apply the criteria to it. In the afternoon segment, we will apply the same criteria in a structured peer review session. Each participant must bring 3 copies of an index to evaluate in a group of 3 people. The index can be one that you’ve created or one from a book that you think has a good index. If the book or page proof set is available for whatever index you bring, please bring that as well (even an electronic version on a laptop would be helpful). We will finish out the day by discussing the insights gained in the peer review groups.

This sort of review can be scary, but overall, the insights gained in such a structured evaluation will far outweigh that initial fear. If you are still worried, please take a few minutes to read Laura Ewald’s essay on the same workshop presented for the Heartland Chapter (page 6 of the chapter newsletter).

Speaker: Margie Towery
Margie Towery has focused on indexing scholarly texts for over two decades. She won the H. W. Wilson Award for Excellence in Indexing in both 2002 and 2008. Margie also indexed both the 15th and 16th editions of the Chicago Manual of Style. Among her essays are “The Quality of a Scholarly Index” (in Indexing Specialties: Scholarly Books), “Creating Elegant Subheadings” (with Victoria Agee, in Index It Right: Vol. 2), as well as her ongoing series, “Creating Better Indexes” in the Heartland Chapter newsletter. She is also a member of the committee that has prepared a Best Practices document for ASI. Margie has been noted for her enthusiastic and energizing presentations and her passion for quality indexing.

8:00—8:30 am Pastries and coffee/tea
8:30—8:45 am Treasurer’s report
8:45—11:45 am Speaker
11:45—1:00 pm Lunch
1:00—4:00 pm Speaker
4:00—5:00 pm Networking
5:30—whenever Dinner (optional)

The location will be in a conference room at the new offices of AECOM in downtown San Diego. The address is: 401 West A on the 12th floor. It is two blocks from an Amtrak station and a five minute drive from the airport. There are many nearby hotels as well as many culinary and entertainment options. In addition to Google maps I recommend taking a look at the San Diego Reader website to get updates on current local events.

Early Registration Now Open:
Early registration fee is $70 for ASI members and $85 for non-members, until January 5, 2015. After January 5, registration will be $85 for members, and $100 for non-members.

Please make your check payable to “ASI”, and write “SoCal February Meeting” in the “For” section on the check. Mail your payment to our treasurer:

Angela Howard
ASI SoCal Treasurer
PO Box 60355
Santa Barbara, CA 93160

We will contact you with further meeting details, lunch choices, and directions after we have received your registration.

Enjoy the holiday season, knowing your New Year’s resolutions for professional development are already taken care of!

All indexers and those interested in indexing are welcome. For further details please contact Catherine Barr at


Contact: Jen Weers or Jan Wann
Core Region: Minnesota, Wisconsin, North Dakota, South Dakota, Iowa


ASI Upper Midwest Chapter
Spring Meeting
Saturday, April 16, 2016

Hopkins Library
22 11th Avenue N.
Hopkins, MN

Hear from Cheryl Lenser and Laura Westlund who, combined, have four decades experience working with indexes and freelance indexers. Cheryl spent over twenty years at Pearson Education as a senior indexer and now is a freelance indexer. Laura is the managing editor at University of Minnesota Press. She manages freelance indexers as well as the work flow of publications. Cheryl and Laura both hope to share with us ways we can better our relationships with our own publisher contacts.

Lunch at 12:30; Speaker at 1:30; Annual Meeting at 3:30.

Cost is $40 including lunch.
RSVP to before April 11.
Indicate your lunch choice of turkey, roast beef, or vegetarian.


Contact: Lisa DeBoer at


Western New York Chapter
Spring Meeting
Saturday, April 30, 2016
10 a.m – 3 p.m.

Indexing and PDFs: Tips and Tricks

Please join the Western New York Chapter for our Spring 2016 meeting in Ithaca, New York. We will discuss working with PDFs, focusing on ways to improve indexing workflow. Participants are encouraged to share their own experiences and knowledge in this open discussion. Connie Binder’s informative ASI webinar on PDFs in the indexing process is highly recommended. The meeting will also include an open forum on indexing topics. ASI members, non-members, and students are all welcome.

Location:  The Common Spot, 126¾ The Commons, Ithaca, NY 14850

Registration: ASI members, $10. Non-members, $15. Students, $5. On-site registration is available. Coffee and light refreshments will be provided, and there are a number of restaurants nearby for lunch.

Contact: Lisa DeBoer, President, Western New York Chapter at or