E-Book Creation Guide - Lulu PDF
E-Book Creation Guide - Lulu PDF
CREATION GUIDE
Copyright © 2018 Lulu Press
All rights reserved
lulu.com
We know you are excited about publishing and selling
your ebooks to readers around the world. This document
walks you through the steps to comply with industry
best practices and guidelines so you can be sure
your work is ready for publication in ebook format.
It is important to read this document in its entirety. By paying
close attention and following all steps as described, you
will avoid repetitive rounds of revisions and are more likely
to successfully create an ebook eligible for distribution.
Contents
Lulu and Ebooks.............................................................................. 4
SupportedSource Files.................................................................... 6
You are the new face of publishing and you are in control.
Once you have read and followed these guidelines for preparing your manu-
script, the Lulu EPUB Converter can be used to create an ebook in EPUB file
format. These guidelines do not guarantee success on your first conversion
attempt, but by following these instructions, your chances of success are
greatly improved.
All ebooks in EPUB format that include an ISBN are automatically submit-
ted for technical review prior to distribution to retail partners. LULU DOES
NOT PROOFREAD OR REVIEW YOUR CONTENT; however, we must ensure
your work meets the technical quality controls required by our distribution
partners. This review focuses on compliance with distribution guidelines as
well as the technical aspects of your work, such as the file size, title, descrip-
tion, categorization, image quality, and table of contents functionality. For
more information about ebook distribution requirements, see ebook Retail
Distribution Guidelines.
If there are any problems detected during the technical review, you will receive
an email listing the areas that require updating. Once you have addressed
these issues, you may resubmit your work for a follow up review. If your work
meets all guidelines and there are no technical issues, your work will be
passed along to our retail partners who will conduct a final technical review
before placing your work on their sites.
Microsoft Word
Lulu supports conversion of Microsoft (MS) Word DOC and DOCX files to EPUB
file format. As one of the most widely used word processing applications, MS
Word is referenced throughout this guide. All instructions within this guide are
specific to the Microsoft Office Suite 2016 or later. For earlier versions of MS
Word, please reference the Help files specific to the version within which you
created your manuscript.
Since there are many programs that support saving documents in RTF format,
we cannot provide comprehensive instructions for each editor. However, most
programs include MS Word-like menus and features, similar to those discussed
within this guide. As long as your editor supports applying style based format-
ting, you can adapt the MS Word formatting instructions discussed in the
following chapters to prepare your RTF file for conversion to EPUB. Our
converter will catch many common mistakes and fix them for you or provide
warnings so you can make adjustments to the RTF file to ensure it will look
great as an ebook.
In general, word processing programs provide two methods for formatting text
and paragraphs:
Direct formatting can be used for bolding or italicizing certain words in a para-
graph. If the whole paragraph needs to be formatted uniquely, you should
apply style-based formatting to the entire paragraph as discussed below.
Style-Based Formatting:
Selecting a text and applying a defined style from a menu, such as Heading 1,
is an example of Style-Based Formatting. If your editor does not have a Styles
menu, it will not support applying an RTF style sheet to your file.
The Lulu EPUB Converter easily recognizes styles. It uses Heading styles to
automatically create page/section breaks and to auto-generate the EPUB
Table of Contents (TOC) in your ebook. For more information on how the TOC
is generated see EPUB Table of Contents.
The best practices for creating an ebook are summarized below. Later sections
provide additional details.
Important Note: In all instances you should consult the Help files included
with your word processing software for details on how to set, modify, and
apply styles to your manuscript. A little bit of homework before you attempt
to convert your manuscript to an ebook will save you a lot of rework as you
move through the process.
Formatting Styles
When it comes to ebooks, the simpler your formatting the better your ebook
will look on an eReader device. As part of your preparation for converting your
manuscript to EPUB format, you should familiarize yourself with the use of
Styles. In Microsoft Word 2007 and later, the styles panel is displayed in
the toolbar.
A well-formatted ebook only requires the use of the following styles, plus they
are the only ones recognized by our converter:
Important Note: If you are uploading multiple files for conversion to EPUB
format, such as a separate file for each section or chapter, EACH file must
include Heading 1 style on the first line (Introduction, Chapter 1, Chapter
2, etc.), otherwise you will receive an error message during conversion.
Additionally, heading styles in EACH file must progress sequentially from
Heading 1 > 2 > 3.
Page Formatting
Unlike their print counterparts, ebooks do not use page-based formatting, but
rather are composed of reflowable text that automatically adjusts based on
the selected font and eReader screen size. Page numbers, page breaks, head-
ers, and footers do not exist in ebooks. If you leave them in your document,
the Lulu EPUB Converter will remove them.
Tip: Although page breaks are automatically removed during the conversion
to EPUB file format, a page break is inserted before each use of the Heading
1 and Heading 2 styles to indicate the start of a new chapter or section. On
an e-reader, this will make the new chapter start at the top of the screen.
This also creates a new entry in the EPUB Table of Contents that will link to
the chapter or section.
Paragraph Separation
Proper paragraph breaks are essential for an ebook, otherwise paragraphs will
bump into each other and your readers will not clearly see where one para-
graph ends and another begins. Be sure to set your paragraph style to either
block or first line indent format with additional spacing between paragraphs.
For more information on how to modify paragraph settings, see
Paragraph Formats.
Indexes
The eReader’s Search function has replaced indexes in EPUBs. For example, if
your reader wants to find all occurrences of the word “Lulu”, rather than look-
ing up page numbers in an index, they simply type “Lulu” in the search field,
and use the search results to jump directly to the relevant page.
During file conversion, all images will be reformatted to display in line with text
above and below the image. Each individual image cannot exceed 250 KB and
image dimensions cannot exceed 2 million pixels. During conversion, images
exceeding 2 million pixels will be resized to meet this requirement, including
your marketing image. For best results, we recommend you verify all images
and resize them as necessary, using your favorite image editing software, prior
to uploading your file for conversion to EPUB format.
1. Charts
2. Text boxes
3. Scientific or mathematic formulas
4. Embedded objects such as HTML, Smart Art, etc.
If you must include any of the above, we recommend replacing the text with a
high quality JPEG image.
Columns
Multiple columns are best left for the Greeks and Romans or your local news-
paper. During conversion, multiple columns within your uploaded files will be
converted to a single column of reflowable text.
Multimedia Files
The Lulu EPUB Converter does not support converting audio and video files
embedded in your document. You must remove these before uploading
your file.
For more information about retail distribution, see Ebook Retail Distribution
Guidelines and Top 10 Reasons Why Your Ebook Was Rejected.
Note: The steps described below are specific to MS Word 2007 or later
versions. If you are using an earlier version or different word processing
program, refer to your software’s Help files to complete these steps.
Video Tutorial: How to Publish an Ebook with the Best Table of Contents
What is an NCX?
E-Reading devices utilize the navigation functions built into an EPUB file to
move around the ebook. This navigation is specified in the Navigation Control
file for XML (NCX). An NCX with multiple chapters is required to distribute your
ebook to our retail distribution partners. Lulu’s EPUB Converter will create the
NCX for you, but we need to know where each chapter begins. Our converter
does this by looking for Heading styles in your document.
Now that you know about the technology, we will simply refer to the NCX file
as the EPUB Table of Contents (TOC) from this point forward.
For Example, let’s assume your book has a few main sections (Title Page,
Copyright, Preface, Body, Epilogue) and a number of chapters, some of which
contain sub chapters or subsections. Your EPUB TOC will therefore consist of
three levels:
1. Apply Heading 1 style to the Title and to each line containing a Section
name (copyright, prologue, etc.) or section (Part 1, Section II, etc.).
Heading 1 style will always appear at the top of the next page.
2. Apply Heading 2 style to each line containing a Chapter name
or number
3. Apply Heading 3 style to each line containing a sub chapter or
subsection.
Tip: If you are uploading multiple files for conversion to EPUB format,
such as a separate file for each section or chapter, EACH file must include
Heading 1 style on the first line (Introduction, Chapter 1, Chapter 2,
etc.), otherwise you will receive an error message during conversion.
Additionally, heading styles in EACH file must progress sequentially from
Heading 1 > 2 > 3.
Title Page
The very first thing you want your reader to see is your title – not blank spaces
before your title. Therefore, your title must be on the very first line of the
manuscript and be formatted as Heading 1 style. This allows the Lulu EPUB
converter to correctly identify and display your book’s title in the ebook TOC.
If your title is not on the first line (i.e. hard returns precede it), the name you
entered in the manuscript’s properties file will display in the TOC. If the proper-
ties filename is blank, the converter will display the title as “untitled” in the TOC.
Both of these situations will result in your ebook being rejected for distribution.
Copyright
On the Copyright page, you should include the year the work was created
followed by your book’s ISBN (International Standardized Book Number). If
your book does not have an ISBN, Lulu can assign one for you in the Wizard.
You will need to copy the ISBN we assign, and update your manuscript by
adding this ISBN to your copyright page before proceeding to the Upload step
in the Wizard. You will also want to reference the copyright license, which lets
readers know what they can and cannot do with your work.
Example copyright text is included below. You can adapt this text for your
own use or use the format from any published book on your bookshelf as a
template. Just be sure to replace the pertinent information with information
specific to your work:
All rights reserved. This book or any portion thereof may not be reproduced
or used in any manner whatsoever without the express written permission of
the publisher except for the use of brief quotations in a book review or schol-
arly journal.
Paragraph Formats
To make your book an enjoyable reading experience, you should choose a
single method for visually separating paragraphs. There are two common
paragraph formats: first line indent or block paragraphs. Most works of fiction
use first line indent while most non-fiction works use block paragraph style.
Of course, there are exceptions, so you must choose what works best for
your book.
Whatever style you choose, do not mix the two and do not use the Return key
to add extra spaces between paragraphs. The EPUB converter will remove
extra spaces, resulting in your ebook’s paragraphs having no separation.
“Mr. Lockwood, your new tenant, sir. I do myself the honor of calling as soon
as possible after my arrival, to express hope that I have not inconvenienced
you by my perseverance in soliciting the occupation of Thrushcross Grange:
I heard yesterday you had some thoughts—“
The ‘walk in’ was uttered with closed teeth, and expressed the sentiment, ‘Go
to the Deuce:’ even the gate over which he leaned manifested no sympathiz-
ing movement to the words; and I think that circumstance determined me to
accept the invitation: I felt interested in a man who seemed more exaggerat-
edly reserved than myself.
Posting to the forums constitutes your agreement to the terms outlined in our
Forum Posting Policy. For more information on Lulu’s terms of service, please
also see our Member Agreement.
Please treat all Community members with respect. As volunteers who are
helping other users in the Lulu forums, all members and moderators deserve
your courtesy as much as we feel you deserve theirs. While we’re the first to
admit we’re not perfect, we strive to be impartial and conduct ourselves in the
fairest manner as possible for all.
To modify a style:
1. In the Styles menu, right-click on Normal.
2. Select Modify from the resulting list.
3. Click the Modify button (bottom left corner of the Modify Style window)
and choose Paragraph from the resulting list.
Always use Times New Roman, Arial, or Garamond fonts when creating your
document. Any other fonts detected during conversion will be converted
to Times New Roman. When applying styles to your document, be sure to
change the default font to a supported font. You must do this for each style
used in your document.
Tip: If you try selecting all text and applying one of the supported fonts,
you may inadvertently leave unsupported fonts in your file. The Lulu EPUB
Converter will change these to a supported font for you, but if you want to
apply them yourself, see the next section.
Problem:
When you select all of your text and apply Arial, all paragraphs using the
Heading 1 style ignore the selection and remain as the default font
(i.e. “Cambria”).
Images
Blurry images are one of the most common rejection reasons from our retail
distribution partners. If your document contains images, you may need to
make a few adjustments in order for them to convert properly. We accept the
most commonly used image formats: JPG, GIF, PNG. Images require a deli-
cate balancing act since your image must have a resolution high enough to be
clear and crisp, but not so high that it is too large. Try to keep the resolution on
your images between 96 - 150 DPI. You will also want to keep your image size
around 500 x 500 pixels or less. You can adjust image resolution and DPI in
any image-editing program.
Note: Some retail distribution outlets do not accept images above 2 million
pixels. To prevent rejection, we suggest you make adjustments to images
prior to conversion to EPUB format.
Hyperlinks
A hyperlink can be a nice addition to an ebook when read on a device like the
iPad or Nook Tablet. It can also be a bit annoying if a reader accidentally clicks
a hyperlink and suddenly finds they have unintentionally navigated to an unex-
pected webpage. Keep in mind that on most eReader devices, when a reader
clicks a hyperlink, the eReader application closes and a browser window
opens. Your reader may get distracted by the Internet and never come back to
your book! Therefore, you should be judicious in your use of hyperlinks.
To add a hyperlink:
1. Highlight the text to which you want to add a hyperlink.
2. Right click on the text and select Hyperlink.
There are some restrictions on the URL addresses and sites that can be hyper-
linked from your EPUB. Links cannot be to advertisements. You cannot link to
sites selling books. You can, however, link to your Blog or personal website(s).
Before you are ready to create your EPUB, you’ll need to upload and convert
the interior file for your book. Calibre offers a wide range of conversion options,
including all the popular formats like DOCX and PDF.
Our Calibre EPUB Conversion Guide has the steps and information you need to
make your EPUB using Calibre.
Error: Text boxes were found in the document and must be removed.
Fix: Each text box must be removed from your document. Important text
should be removed from the text box and added to the relevant section of the
manuscript.
Note: You can also use specialized styles or create images to achieve a
similar look. This error message may also display if your manuscript included
headers or footers with page numbers since MS Word uses text boxes to
display page numbers. So, when you remove your headers and footers, be
sure to also remove page numbers.
Error: Hmmm, we tried to convert your file to an EPUB for you as you
requested, but we experienced some issues.
Fix: 99.99% of the time this error message is generated when Heading styles
are not applied sequentially. For example, your title is Heading 1, but your
Copyright page is set to Heading 3. Confirm your headings are applied prop-
erly and re-upload your file.
Tip A simple way to view your Headings in MS Word is to use the Document
Map pane. This pane displays all the Heading styles within your document.
Things We Fixed During Conversion
What we did: The Lulu EPUB Converter uses headings to populate the EPUB
Table of Contents (TOC). Our retail distribution partners require that the EPUB
TOC include an entry for each chapter and section in your ebook. Review the
EPUB TOC and make sure we correctly identified the chapters. If not, inspect
your use of Heading styles, make adjustments as necessary, and re-upload
for conversion.
Important: Failure to address this warning may result in your ebook being
rejected by our retail distribution partners.
You may also see a page listing errors encountered or a list of changes made
to your manuscript during conversion. From here, you can download your
EPUB file:
Note: Downloading your file at this step may show an incorrect title. Don’t
worry! Once you publish your file, we will use the title you provided in the
first step of the ebook Wizard.
The look and feel of your file will vary depending on which EPUB reader is used.
Don’t get hung up on this; the important thing here is to ensure there are no
major issues in the CONTENT of the file (missing sections, blacked out images,
missing entries in the EPUB Table of Contents).
To open and review the file, you may need to install an EPUB reader or plug-in.
If you don’t have one, there are many free tools available to help.
• You have all the necessary components to publish and distribute your
ebook – a properly formatted EPUB, an ISBN, cover art, and complete and
accurate metadata.
• You have tested your EPUB to make sure it opens, every link works, and
the images are top quality.
• If you plan to sell your ebook through our retail distribution partners,
please review our ebook retail distribution requirements and ensure your
content meets all requirements.
• Once we receive your ebook, our Quality Assurance team will confirm
your work meets all distribution requirements. If it does, your title will be
passed along to our retail partners, who will reconfirm your work meets
their standards. When your work passes this final inspection, it will be
queued for release on the retailer’s site. Be prepared for this step by
reviewing the list of Top 10 Reasons your ebook was Rejected.
Now take a deep breath, and pat yourself on the back. You’ve taken a big step
towards selling more books and reaching more readers than ever before! We
look forward to your continued success on Lulu.com and our network of
retail channels.