Book Publishing – Part 1 of 2

August 28, 2017 at 11:04 pm | Posted in Backup, Books, Design, Online services, Software, Writing | 1 Comment
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Many people have thought about writing a book. A small percent of those ever start. An even smaller percent get it written and a still smaller group try to get it published.

Nowadays, the majority of books are self-published. The average book sells fewer than 100 copies. Most published authors also have ideas that never see the page, half-finished works, and works that never went to publication.

Clearly, writing a book requires determination and passion. Self-publishing adds quite a few other hurdles to the equation. Writing turns out to be just the first step. Getting it out there requires many more steps. You can pay to get professional help for almost all of it (called a vanity press) but is that cost-effective for the market you have?

Some steps require help. But many steps can accomplished with a little learning and free or low-cost resources.

I’ve recently been through this process myself. I’ve attended several publishing workshops and writers groups, heard many presentations by people in the industry, and have been researching the software and documenting my process. Other authors have found the tips valuable, so I thought it would be useful to share some of what I’ve learned.

The first thing to understand is that desktop publishing revolutionized book publishing too. The changes are still coming. How-to-publish books from two years ago are no longer current. You can sell your self-published book internationally through dozens of outlets and even get into the catalogs of traditional distributors for libraries and bookstores.

But to get any real uptake requires you create a professional product. While it’s possible to draft a book in Word, upload that into Amazon as an ebook and offer it to the world, the likelihood of that going anywhere is tiny. That’s like putting a lemonade stand on the street and expecting the money to roll in. You’re competing with thousands of others around the world.

Further, if your audience happens to find your book but cringes at the cover or opening pages, that’ll kill sales, lose you money on bookstore returns, and get bad reviews. Unprofessional work lowers the whole market.

Following is a list of some of the stages of a book project. Each requires different skills and often, different tools. Below, I’ll go into each section and suggest tools and tips that may work for you. This article assumes you’ll be producing print and ebook versions of your book to reach the largest number of international readers. Ebooks alone are easier to prepare but you can’t use that for print. You can down-sample your print design into an ebook though. We’ll design for print, then output print and digital editions.

Note that this is an overview. Many of these topics have entire professions and websites dedicated to them. I’ve added numerous links to more information. The software I suggest is Windows-based, although some of it is available for other platforms.

Interior Design
Cover Design

Part 2:
File Conversion
Web Design


This is a professional project so you need an appropriate place to write, a decent chair, uninterrupted time, and so on.

You’ll want to set up a folder structure on your computer to store your book files in. Just like a filing cabinet. It can be a folder on your desktop but you want to take special care of these files as they’ll contain many hours of work.

If you haven’t already, you also want a backup system. I’ve seen authors loose their entire book in one hiccup. Have an automated backup. Make copies of different versions if you make major changes, like prior to editing. The ideal for creatives is a backup-on-save tool like File Hamster (free after the trial but needs .Net2) or Aomei Backupper Pro. The later has Real-time Sync in the paid version, along with system and data backup tools from the free version.

Its also a solo profession so you’ll find connecting with other writers and sharing tips valuable. Most areas have local writers groups. Just beware of groups where no one is producing work.

There are also on-line groups and sites you may find valuable. Just remember this is networking time, not work.

Finally, if you’re putting in a lot of hours, here’s a site of wellness tips for writers.


Your primary tool for writing is typically a word processor. Many people just use what they have but there are excellent free alternatives that will work with standard formats, including OpenOffice and LibreOffice. LibreOffice is a branch of OpenOffice that has been further along in development. The interface looks much like Word before the ribbon – many prefer that. Both support open standards.

You also have other choices. Inexpensive tools like Scrivener support the overall writing process. Others use clipping tools like Evernote to gather material. Recent versions of Windows include OneNote or it can be installed free. I paste notes into searchable text files

I’ve been writing on-line for a long time so I migrated to using Notepad++. It’s a text editor with spell check. It keeps me focused on the writing and doesn’t add unnecessary code. I’ve used it for long-form writing as well, migrating to LibreOffice when it’s time for formatting and sharing with the editor.

It’s usually best to stay with the flow of writing and leave the editing for later. Get the ideas down, then organize them. Avoid the temptation to format too soon. Lots more polishing is needed before you make it look pretty.

Once you get the content on the page and into some kind of structure, then you can go back over the words and begin smoothing.

Most authors benefit from a little planning, like an outline and structure so they can organize rough chapters and place the content. You may find a writing workshop valuable, perhaps one for your genre. Be forewarned that many publishing workshops are designed as sales fronts for vanity presses. They can still be valuable but only if it isn’t all about their sales channel – if they actually help you structure your book.

Ever notice how Google often finds the same articles on multiple blogs without credit? When you’re charging for a book, you copy at your peril. Plagiarism is easy to check. In fact, some editing tools include plagiarism checkers so you can insure you’re not wording things too much like another source.

Quoting is fine but give valid credit and use valid sources. There are a lot of badly attributed quotes out there, especially for people like Mandela and Einstein. If it doesn’t say where they said it, it’s not a valid source as it can’t be verified. Sites like WikiQuotes can help ensure you’re using legitimate ones.


Once you have a rough draft, you need to formalize the book structure more. Chapters, subsections, footnotes and so forth. Also roughly placing images and tables.

Here’s an article that talks about the front and back parts to plan, especially for non-fiction books.

If you’re not using a word-processor, it’s time to migrate your copy there. Just roughed in layout though – like bolding titles. Detailed formatting and design will be done in other tools after a lot more editing.


This is the step that requires professional help. It’s the step that will give your book a professional polish and readability. Even professional editors will hire another editor for their own writing.

However, before you head to an editor, you can save a great deal by first using one of the better editing tools like ProWritingAid. Then you’re not paying someone to fix your basic typos and glitches. ProWritingAid has a free on-line tool you can try but for a book-sized project, you’ll want more. They have several options including a Word plugin and a stand-along program. To give you a sense of how thorough it is, the tool has 25 reports. As you get to know it, you’ll find your writing has typical weaknesses best addressed with certain reports. For example, if you’re prone to over-use words or use clichés, use those reports. But if not, you might skip them.

One author wrote that she uses EditMinion, a free online tool, first. Then she uses ProWritingAid.

With that level of polish, you’re ready for a professional editor. Hopefully what you need is line and copy editing and not a rewrite. (there are many types of editing)

Your best source for an editor can be other authors recommendations. I’ve seen people without even an English degree let alone experience put up an editor shingle as a work-at-home project. Don’t shortcut. You can also solicit bids from sites like Reedsy.

Typically, you’ll send a sample and they’ll let you know how much work it needs. Then you’ll have an estimate of cost and time. The editors I’ve worked with requested Word docs, turned on Edit/ Track Changes, and marked up the files. You can then accept or reject their recommendations. Much easier than retyping although some of that will be called for too.

Be prepared for lots of changes. The object here is clear communication, not saving your little gems. A good editor fixes issues with clarity, grammar, and flow. They don’t change your voice or influence your story (unless it needs a reworking). If they do, look elsewhere. This is your book, not theirs.

If you’re making use of real-world or historical facts, this is a good time to verify your sources.

If you’re writing non-fiction, you also want to be building a Bibliography and references. Here’s an easy, free on-line citation generator for your Bibliography. (choose the style you want: Chicago, APA, etc) Just copy and paste them in alphabetically.

Once the whole thing is put together, it’s useful to have a few readers go over the text to make sure everything is clear to them. You want to be sure readers don’t get lost or stuck somewhere.

Then you run the entirety through a final proofreading aka a re-edit. Resist the urge to tweak the text after this stage as you can add new errors. Consider the content done.


Every published book and every format of that book (soft cover, hard cover, epub, kindle, pdf, etc.) requires its own ISBN number. It will be on your printed back cover, your Copyright page, and on the book sales web page.

While you can pay for ISBN’s when uploading through Amazon and other distributors, that will tie your book to them as the “publisher.” You may have to get a new ISBN for other outlets. This will split up your sales data and lower your books presence and thus sales.

A similar thing will happen if your book is later picked up by a publisher but in that case, you’d only migrate to the lower take of a publishing deal if there are expectations of higher sales. As a publisher would normally re-edit and design a new cover, it would be a new edition, anyway.

Your better bet in self-publishing is to create an “imprint.” Essentially you make up the name of a publishing entity that represents your books and ties into your “brand.” Then you order your own ISBN numbers under this. This becomes your “publishing company.” (some charge for this tidbit) Mine, for example, is Davidya Publishing. If there’s tax advantages, you can formalize the company later. In the US, the government farmed out the sale of ISBN’s through Bowker. In Canada, you can get ISBN’s from the government for free. For other countries just search “ISBN CountryName.” Each varies.

With your ISBN, you’re ready to design your book. You can start the book design before getting your ISBN but you’ll need it for the print cover.

Interior Design

Your first decision before you begin design is to choose a book size. Unless you have a great reason, I’d strongly recommend a standard size.

Most recommend you get a book designer to design your book professionally. Interior Design is the look of the inside of your book – the fonts, headings, icons, page numbering, spacing, gutter, and so forth. This may seem simple but a poorly designed book is harder to read and will turn people off. Your book is not a school essay but a product you’ll be offering for sale. Does it look like it’s a commercial product?

You can ask other authors for recommendations or get bids for a book designer at 99designs.

If you have design skills and you’re going to tackle your own design, take a look at how others have designed their books, especially in your genre. Even if you do plan to hire a pro, you may find reading this over will help you understand what you’ll need from them.

Several experienced authors strongly recommended Adobe InDesign, saying it was worth the cost and learning curve long term. I’m happy I took their advice. You don’t need the latest version but your distribution suppliers are set up to work with InDesign output. Consider the cost vs a designer over several books. You’ll also be using it for the Cover design, if you’re tackling that too. It has a learning curve, but that’s easier if you’ve used other Adobe products like PhotoShop or InDesign’s predecessor PageMaker. And there’s lots of on-line help.

A free alternative that runs on many platforms is Scribus. I understand there can be some problems with uploading its output to distributors but that these can be fixed in Acrobat. But if you need Acrobat, why not just get InDesign?

In InDesign, create a file for each chapter (don’t skip this), copy the content from your polished work into the files, then assemble the files as a Book. For chapter file names, start them with numbers to help organize them and avoid spaces in the file names – this will cause a hassle later in ebook world.

Also recognize that a bound book has specific layout requirements. You want to start right.

Choose your fonts. Make sure you can use the fonts commercially. Some downloaded fonts don’t authorize commercial use, for example.

Remember your basic design principles:
– fonts and other design elements should be the same or different, not similar. Similar looks like a mistake.
– traditionally, body text is serif while titles are sans serif.
– make sure the cover is legible. It won’t help you if the title is hard to read or can be misread.

Set up pagination. File/ Document Setup to adjust. Usually all chapters will be an even number of pages to ensure new chapters start on the right side.

Design one of the early chapters first as a design template, adding the styles for titles, sub-sections, quotes, paragraphs, footnotes, etc.. Then set this file as the default Style Source (left side of the Book list) and copy the styles out to the other chapters. You may also want to edit the default paragraph in InDesign, or replace it in each file. Then you just go through your text and apply the styles.

Images should be at least 300 dpi so they print clearly. More is better here. Only use images you have the rights to and give credit in the book. Again, you’re selling the product so using others work without rights is theft. You don’t want your distributor to delete your book due to a complaint.

Here’s a few articles that go over setting up your book in InDesign. Once you get the basics working, it comes together quickly.

One weakness of InDesign is it doesn’t do endnotes. It does allow footnotes. If you want endnotes, set footnotes then convert them to end-of-chapter notes or end-of-book notes. I used these scripts.

You’re also adding the opening and closing sections like the title and copyright page, dedication, index and so on. (see link in Layout above) InDesign has a tool for creating an Index from words you mark. (see the Index panel) It will also create a Table of Contents (TOC) from the titles and sub-sections you’ve styled. You can also use the table of contents tool to create a list of illustrations or tables in a similar way. Style the related text appropriately and distinctly, then use that to structure your TOC.

You had to polish every bit of text over and over. Now you have to polish every bit of the design over and over. Random things that happened during writing and editing can create little layout bugs. Like having two line breaks instead of one hard return can create different spacing. There will be things that are hard to find in InDesign. A quick search on-line usually finds the solution.

When you output the ebook version later, it will strip some of this formatting for you, like page numbers. They’re of no use when the text reflows to the device screen size. But you must be fussy about this step for the print version.

For the final print version, you’ll want to be adding some custom spacing to ensure subtitles are not at the bottom of pages and so forth. But leave these edits out for now as you don’t want to mess up your ebook version.

Cover Design

This is the #2 place where professional help is most recommended. Your cover design will determine if someone even looks at your book. If it screams amateur, they’ll assume the content is too. (Yes, people judge a book by its cover.)

Sure, you can auto-generate a cover in Calibre (in Part 2) using your ebooks metadata but it looks the part. You can also create a cover in CreateSpace for Amazon. But again, generic parts make for a generic look.

As above, you can use 99Designs to find a cover designer or talk with fellow authors for recommendations. Some designers will do both interior and cover at a slightly reduced rate. If you’re doing an ebook as well, you’ll also want the digital front cover. 99Designs also has a deal for IngramSpark customers.

If you happen to have graphic design skills, you can study how professional book covers are designed, then use design software of your choice. But note that the output of that software is what you’ll be uploading to the printers. They’ll reject files that don’t meet professional standards. They don’t accept JPGs for print, for example. Again, InDesign is recommended.

Remember that the cover will be printed so the colours have to be in the CMYK gamut or your cover can look quite different printed than you expected.

Again, use at least 300 dpi images and only use images you have the rights to and give credit in the book.

In the distribution section, I’ll be recommending you upload directly to Amazon as it’s the largest bookstore in the world. And I’ll recommend you upload to Ingram to get in their catalog plus get distribution through the worlds other ebook stores. This covers most everyone else including libraries and bookstores.

To build your cover correctly, you need a template set to the right size – both the cover size and the spine. The spine is determined by the number of pages. Your print book cover will be printed as a “spread” of the front, spine and back so everything has to be the right size.

While there are formulas for calculating this, it’s easier to download templates from the suppliers. Ingrams will include your ISBN barcode too. If you plan to sell your print book internationally, I’d recommend not including the price in the barcode. It will be set in the particular sales channel.

Keep in mind you have to build the cover with “bleed.” This means having extra image around all the edges so the cutting of the cover doesn’t leave any unprinted trim. Usually .125″ on all sides. You can see all this in the templates.

Again, the print cover will be CMYK and the ebook cover is RGB. But it’s easier to stick with one version until you get to the conversion stage.

Getting an IngramSpark template

CreateSpace (Amazon) template

This completes the Design phase of your books production.

In Part 2 on ForNow, we’ll convert the book to the final formats and prepare the book for uploading and distribution.


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