Free book-publishing checklist

Know what needs doing, who handles it, and when.

Start with the work that applies to your book, then open any task to see the smaller steps inside it. With a book in your Author Profile, the checklist hides the work that doesn't fit its route, formats, audience, market, or goals. It's built around United States publishing; when a step belongs to one country, we say so. Every explanation is free to read.

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43 tasks, 172 steps inside them.

Your Author Identity

Choose and standardize your author nameCoreYou have settled the exact form of the name you publish under, down to the middle initial and the punctuation, and you use it the same way everywhere. Systems that cannot tell two spellings apart are why author records split.Any time, and before your first book is listed anywhereAuthorYou normally do this yourself.2 steps
  • Decide the name you publish under

    Your author name works as an identifier: shops, libraries, and search engines group books by the exact form of it. Decide once whether it carries a middle initial, a suffix, or a pen name, then use that form everywhere, on the cover, in the metadata, on your website, and on every profile. A name that varies across records splits your books into two apparent authors and makes author profiles harder to claim. This is your decision on every publishing route; your publisher enters it in the metadata, so give them the exact form and then check what was entered.

    When
    Before anything is published under the name, and before the website, profiles, or metadata are built
    Who handles it
    Author (The author decides; the publisher enters the form in metadata and the author checks it)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Decide the name you publish under

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISNI
    The International Standard Name Identifier: a sixteen-digit number that says which creator you are when several people share a name.

    Without a shared number, databases across publishing and libraries have no agreed answer to which person wrote what, which is how one writer's books end up grouped with another's. It matters most if you have more than one book, share a name with another writer, or work with a publisher that already carries these numbers in its metadata; a first-time author with an uncommon name and one title can reasonably do nothing. You may have one already, because many are created from data that libraries and other contributors feed in, so on every route the first move is normally to search the database rather than to request anything, and a traditionally published author can also ask whether the publisher requests them as part of its metadata practice. Record the sixteen-digit number only after checking that the works under it are yours.

    Add your ISNI
    LC/NACO name authority record
    The record that fixes one authorized form of your name for library catalogs and keeps you apart from writers with similar names.

    A name authority record is the library record used to identify you as an author and distinguish you from other people with the same or similar names. It includes an authorized access point, the standardized form of your name used in library catalogs that follow Library of Congress practice. The record helps libraries connect your books to the right person, so if it is wrong, incomplete, or confused with another person, your books can be associated with the wrong author or become harder to find together. Most new authors won't have a name authority record until a library has a reason to create one, and that's normal. Authors can't create or directly edit their own LC/NACO authority records, so the practical step for every publishing route is to search and check. Traditionally and hybrid published authors may be able to get help through their publisher's library-facing staff, while self-published authors will generally need to work through a library or cataloger that participates in NACO. Search every name you publish under and keep enough identifying information handy for a cataloger to distinguish or correct your record if needed.

    Add your Library of Congress name ID
  • Verify consistent author-name formatting across profiles

    Retailer and library systems match authors by exact spelling, so J. R. Smith, J.R. Smith, and JR Smith are three different people to them. Each variant can spawn its own author page, its own Goodreads profile, and its own library heading, which is how a reader finds only half your books. The form on the cover is the one to use everywhere; if a publisher sends your book data, report any variant to them because the source record is theirs to fix, and if you self-publish, check each platform yourself.

    When
    At launch, then every quarter
    Who handles it
    Author (Author checks; publisher or platform corrects the source record)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Verify consistent author-name formatting across profiles

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
    Goodreads Author Program
    The free way to claim the Goodreads profile that is created automatically once a book under your name enters its database.

    The profile exists whether or not you claim it, so leaving it alone means the picture, biography, and book list readers see are whatever the database assembled, and a book by a different writer with your name can end up attached to you. Reader reviews and ratings sit outside your control by design, and claiming the profile does not change that. All three routes do the same thing here; what differs is how the book record arrives in the first place, normally through the publisher's data for a traditionally published book, and through your platform or a volunteer Goodreads Librarian for a self-published one. You're done when the profile is claimed and every edition is grouped under the right work and author.

    Add your Goodreads author page link
    WorldCat
    The shared library catalog where member libraries report which books they hold, free for anyone to search.

    Catalogers reuse records from here, so an error in one record tends to spread, and a missing record, a duplicate, or one record that mixes two formats makes your book harder for a library to order correctly. No author on any route can edit a record. Traditionally and hybrid published authors normally send the correction to the publisher's metadata team or distributor, and a self-published author normally goes to their platform, or to a library that holds the book and can report the problem. Record the OCLC number for each edition, note any error, and remember that public holdings counts are incomplete and delayed.

    Add your OCLC number
Build your author presenceRecommendedWebsite or technicalYou have one photo, one set of bios, and one page you control that everything else can point at. When a podcast, a bookseller, or a librarian asks for your details, you send a link instead of hunting for files.Any time, and the earlier the betterAuthor and Website specialistYou normally do this yourself.7 steps
  • Write your bio in three lengths

    Your author biography is the paragraph about you that jackets, retailer profiles, award entries, event programs, and podcast hosts all ask for, each at a different length. Writing three approved versions once (about 50, 100, and 250 words, in the third person, each starting with your name) means the right one is always a paste away and your name, credentials, and titles read the same everywhere. You write these yourself whichever way you publish; a traditional or hybrid publisher may edit a jacket version, so ask for it and make sure the two never contradict each other.

    When
    Any time, and before review copy platforms, retail author pages, and the catalog need it, about six months before publication
    Who handles it
    Author (Author writes; publisher may edit a jacket version to house style)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Write your bio in three lengths

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
    Goodreads Author Program
    The free way to claim the Goodreads profile that is created automatically once a book under your name enters its database.

    The profile exists whether or not you claim it, so leaving it alone means the picture, biography, and book list readers see are whatever the database assembled, and a book by a different writer with your name can end up attached to you. Reader reviews and ratings sit outside your control by design, and claiming the profile does not change that. All three routes do the same thing here; what differs is how the book record arrives in the first place, normally through the publisher's data for a traditionally published book, and through your platform or a volunteer Goodreads Librarian for a self-published one. You're done when the profile is claimed and every edition is grouped under the right work and author.

    Add your Goodreads author page link
  • Get a headshot you can use everywhere

    An author headshot is the photograph that goes on the jacket, your retailer profiles, event listings, and press coverage, together with the credit line naming the photographer. Media outlets generally will not run a photo without a credit and permission, and one consistent picture makes it obvious which author you are. You supply the photograph whichever way you publish; ask whether your publisher plans to commission one or has size requirements, and confirm in writing that you may use the photo for publicity.

    When
    Any time, and before the catalog, profiles, and media kit need it, about six months before publication
    Who handles it
    Author (Author supplies; publisher may commission or specify requirements)
    Your part
    You normally do this yourself.
    Cost
    Free if you use a photo you already have rights to; professional sessions vary widely by market
    Last verified
    September 14, 2026
  • Set up your author website

    Your author website is the one web address you own and control, and every other profile, listing, catalog record, and press mention can point back to it. At minimum it needs a home page, a bio page at a stable address, one page per book, and a way to reach you, ideally an email address at the same domain. Without one, the top result for your name is whatever a third party built, and you cannot correct it. You own and maintain this yourself on every publishing route; a traditional or hybrid publisher usually runs its own author page as well, so link to it rather than treat it as a substitute.

    When
    Any time, and live at least six months before publication so listings, profiles, and outreach can link to it
    Who handles it
    Author (Author owns the site and the mailbox even when a publisher also maintains an author page)
    Your part
    You normally do this yourself.
    Cost
    Domain registration and hosting are usually modest annual fees; design help is optional and varies widely
    Last verified
    September 14, 2026
  • Secure your social handles

    A social handle is the username in a profile's web address, and registering yours on the main platforms early stops a namesake or an impersonator from taking it. Handles get printed in bios, on event slides, and in the back of the book, so one that changes or turns out to belong to someone else becomes a small permanent error. Registering is not the same as posting: you normally do this yourself, hold the rest as placeholders pointing to your website, and stay active only where your readers are.

    When
    Any time, ideally as soon as the author name is settled
    Who handles it
    Author
    Your part
    Make a judgment about fit, cost, or strategy.
    Cost
    Free
    Last verified
    September 14, 2026
  • Publish a canonical book page

    A book page on your own site is the reference record for one title: the correct description, cover, formats, publication dates, purchase links, and the ISBN (International Standard Book Number) for each edition. When retailer listings disagree, this is the version you control and can update. You normally build and maintain it yourself; on a traditional or hybrid route the final description, cover file, identifiers, and dates come from your publisher, so ask for them rather than guess. The page should be live before preorders open.

    When
    Live when preorders open, usually 3 to 6 months before publication, and updated at every milestone
    Who handles it
    Author (Author maintains; publisher supplies final description, cover, and identifiers)
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Publish a canonical book page

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
  • Add complete book and author structured data

    Structured data is a short block of code on a web page that states the facts in a form a search engine can read: who this author is, and what book this page describes. It helps a search engine interpret the page. It does not force its interpretation, and it does not guarantee a special search result. Every value must match what a visitor sees on the page. You normally would not write the code yourself; check whether whoever maintains your site includes it, and ask that every value match what visitors see.

    When
    Before launch, once the book page and identifiers are final
    Who handles it
    Author and Website specialist (Webmaster or site builder implements; author supplies and checks the facts)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Add complete book and author structured data

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
    ISNI
    The International Standard Name Identifier: a sixteen-digit number that says which creator you are when several people share a name.

    Without a shared number, databases across publishing and libraries have no agreed answer to which person wrote what, which is how one writer's books end up grouped with another's. It matters most if you have more than one book, share a name with another writer, or work with a publisher that already carries these numbers in its metadata; a first-time author with an uncommon name and one title can reasonably do nothing. You may have one already, because many are created from data that libraries and other contributors feed in, so on every route the first move is normally to search the database rather than to request anything, and a traditionally published author can also ask whether the publisher requests them as part of its metadata practice. Record the sixteen-digit number only after checking that the works under it are yours.

    Add your ISNI
  • Publish your identifier page

    This is one short page on your own site that lists your official numbers and links: your ISNI (International Standard Name Identifier), the ISBN (International Standard Book Number) for each edition, and every profile you control. Its readers are mostly librarians, journalists, and catalogers checking which record is really you, and it gives you something to point to when a fake profile appears. You normally build this yourself; on a traditional or hybrid route, ask your publisher for the imprint details and full identifier list first.

    When
    At launch, once profiles are claimed and identifiers confirmed, then updated with each new edition
    Who handles it
    Author
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Publish your identifier page

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISNI
    The International Standard Name Identifier: a sixteen-digit number that says which creator you are when several people share a name.

    Without a shared number, databases across publishing and libraries have no agreed answer to which person wrote what, which is how one writer's books end up grouped with another's. It matters most if you have more than one book, share a name with another writer, or work with a publisher that already carries these numbers in its metadata; a first-time author with an uncommon name and one title can reasonably do nothing. You may have one already, because many are created from data that libraries and other contributors feed in, so on every route the first move is normally to search the database rather than to request anything, and a traditionally published author can also ask whether the publisher requests them as part of its metadata practice. Record the sixteen-digit number only after checking that the works under it are yours.

    Add your ISNI
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
Claim your author profilesRecommendedThe author pages readers actually land on are under your control, with your photo, your bio, and every edition of every book linked to them. An unclaimed page shows whatever the platform's data happens to say.Once a retailer has a live listing or preorder for your bookAuthorYou normally do this yourself.3 steps
  • Claim your Amazon author page

    Amazon Author Central is the free account that lets you control your author page on Amazon: the photo, the biography, and which books are linked to it. There is nothing to claim until Amazon has a product page for your book, which means an ISBN or ASIN with a live listing or preorder; before that, the step is getting the listing live. An unclaimed page shows whatever Amazon's data happens to say, which can include another author's books under your name. Yours to claim whichever way you publish; if a book or a format is missing, ask your publisher's data contact or check your publishing platform.

    When
    Once Amazon has a product page for your book (an ISBN or ASIN with a live listing or preorder), usually when preorders open; then again whenever a new format appears
    Who handles it
    Author (Only the author can claim; publisher may need to confirm or fix a missing listing)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Claim your Amazon author page

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
  • Claim your Goodreads author profile

    Goodreads builds author profiles automatically from book data, and the free Goodreads Author Program lets the actual author claim that profile. Automatic profiles are often wrong: a missing title, a book by a same-name author, an empty biography, and claiming yours puts the photo, biography, and book list under your control. This is normally yours to claim rather than your publisher's, once a record for one of your books exists on Goodreads; merging or separating book records is done by volunteer Goodreads librarians, not from the profile itself.

    When
    As soon as the book record exists on Goodreads, usually once preorder data reaches retailers
    Who handles it
    Author (Only the author can claim; publisher data creates the book record)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Claim your Goodreads author profile

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Goodreads Author Program
    The free way to claim the Goodreads profile that is created automatically once a book under your name enters its database.

    The profile exists whether or not you claim it, so leaving it alone means the picture, biography, and book list readers see are whatever the database assembled, and a book by a different writer with your name can end up attached to you. Reader reviews and ratings sit outside your control by design, and claiming the profile does not change that. All three routes do the same thing here; what differs is how the book record arrives in the first place, normally through the publisher's data for a traditionally published book, and through your platform or a volunteer Goodreads Librarian for a self-published one. You're done when the profile is claimed and every edition is grouped under the right work and author.

    Add your Goodreads author page link
  • Claim your BookBub author profile

    BookBub is a reader recommendation service, and alongside its paid promotions it keeps free author profiles that readers can follow. Claiming yours lets you set the photo, biography, and book information readers see, and followers get a notice when you have a new release. This is normally yours to claim rather than your publisher's, and it takes a free BookBub Partners account; if the book data shown is wrong, the fix usually has to happen with your publisher or publishing platform rather than on BookBub.

    When
    Once at least one book is listed at a major retailer
    Who handles it
    Author (Only the author can claim; book data flows from retailers)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Claim your BookBub author profile

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    BookBub Author Profile
    A free BookBub profile that lists your books and alerts your followers when you publish a new one.

    Claiming it gives you a follower list that receives automatic new-release notices, and it lets you correct the book titles, covers, descriptions, and retailer links readers see; left unclaimed, none of that is yours to fix. It is worth doing for any author whose books are sold as ebooks, and it does less for a print-only, academic, or picture book. It applies the same way on all three routes, whether a publisher or you released the book, and it is separate from any decision about paying for a Featured Deal or advertising, which claiming a profile does not enter you for. You're done when the profile is claimed, the photo and bio are current, and every book and retailer link is right.

    Add your BookBub profile link
Connect your public identity recordsRecommendedThe public records that identify you as a person, rather than as a listing on one store, either exist and are correct or you have decided they are not worth pursuing yet. Search first: you may already have one.Any time, and before libraries start cataloging your bookAuthorMake a judgment about fit, cost, or strategy.2 steps
  • Find or request your ISNI

    An ISNI (International Standard Name Identifier) is a sixteen-digit number that stands for you in library, retailer, and royalty databases, so those systems can agree that the same person wrote all your books even when the name is common. Libraries and publishers often create one without the author asking, so search the free public database first: a duplicate is harder to clean up than a missing number. If there is none, only an official registration agency can assign one; ask whether your publisher contributes author data to ISNI or a national library that does, since that route is often free, and otherwise request one through an agency listed on the official ISNI site.

    When
    Any time; check again after your first library records exist
    Who handles it
    Author (Author searches and requests; a publisher or library may already have contributed a record)
    Your part
    You normally do this yourself.
    Cost
    Variable cost
    Last verified
    September 14, 2026

    Identifiers for Find or request your ISNI

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISNI
    The International Standard Name Identifier: a sixteen-digit number that says which creator you are when several people share a name.

    Without a shared number, databases across publishing and libraries have no agreed answer to which person wrote what, which is how one writer's books end up grouped with another's. It matters most if you have more than one book, share a name with another writer, or work with a publisher that already carries these numbers in its metadata; a first-time author with an uncommon name and one title can reasonably do nothing. You may have one already, because many are created from data that libraries and other contributors feed in, so on every route the first move is normally to search the database rather than to request anything, and a traditionally published author can also ask whether the publisher requests them as part of its metadata practice. Record the sixteen-digit number only after checking that the works under it are yours.

    Add your ISNI
  • Add yourself to Wikidata

    Wikidata is the free public database behind Wikipedia. Search first, and create or expand an item only when it meets Wikidata's current notability rules and reliable public sources support the statements. If you are editing information about yourself, disclose the connection, keep the entry nonpromotional, and expect community review. A well-sourced item can give search engines and linked-data services another public source for connecting an author, a book, and their identifiers. It does not guarantee a Wikipedia article, a knowledge panel, or better ranking.

    When
    Any time after your first book has an ISBN; best once you have an ISNI or a library authority record to cite
    Who handles it
    Author (Author adds; volunteers and libraries may already have created an entry)
    Your part
    Make a judgment about fit, cost, or strategy.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Add yourself to Wikidata

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Wikidata
    A free public database of referenced facts; one entry can link you, your books, and your other identifiers.

    A well-sourced Wikidata item can give search engines and linked-data services another public source for connecting an author, a book, and their identifiers. It does not guarantee a knowledge panel or better ranking. It is one public place where your other identifiers can sit side by side (ISNI, VIAF, Library of Congress, your website, your author pages). It is one source among many, not a control panel, and the library world does not generally read an author's Wikidata item. On every publishing route the author is the one who would add it, since publishers rarely do. You're done when one well-sourced item identifies you, links the right records, and gives you a Q number to save. An entry does not guarantee a knowledge panel or a ranking; it gives the systems that decide those one reliable place to look.

    Add your Wikidata Q number
    ISNI
    The International Standard Name Identifier: a sixteen-digit number that says which creator you are when several people share a name.

    Without a shared number, databases across publishing and libraries have no agreed answer to which person wrote what, which is how one writer's books end up grouped with another's. It matters most if you have more than one book, share a name with another writer, or work with a publisher that already carries these numbers in its metadata; a first-time author with an uncommon name and one title can reasonably do nothing. You may have one already, because many are created from data that libraries and other contributors feed in, so on every route the first move is normally to search the database rather than to request anything, and a traditionally published author can also ask whether the publisher requests them as part of its metadata practice. Record the sixteen-digit number only after checking that the works under it are yours.

    Add your ISNI
    VIAF
    The Virtual International Authority File: a service that links the records different national libraries keep for the same author.

    If your books are split across two entries, or mixed in with another writer's, this is where you can see it, because it draws together what the contributing library files say about you. A first-time author will often find nothing here yet, and that is normal rather than a gap. Nobody on any route can claim, create, or edit an entry, so all three routes do the same thing, which is look; a wrong cluster is a symptom of a problem in one of the source files, and the fix normally has to be made there, through a cataloger or the relevant national library. Check that the works in the cluster are yours and record the identifier if the cluster is right.

    Add your VIAF number

Your Publishing Plan

Decide who is publishing the bookCoreLegal or contractYou know which route you are publishing on, who does what, and what your agreement actually obliges each side to do. Every later step in this checklist reads differently depending on this answer.As soon as the contract is signed, or the decision to publish is madeAuthor and Publisher and AgentYou normally do this yourself.5 steps
  • Identify the publishing path and responsible parties

    Every book travels one of three routes: traditional publishing, where a publisher pays you and carries the costs; hybrid publishing, where you pay for services; or self-publishing, where you are the publisher. The route decides who owns every other task on this checklist, and most launch problems happen because two people each assumed the other was doing something. You normally write this down yourself whatever your route: a short note of the path and a first pass table of who owns what, with your publisher and agent confirming their parts.

    When
    As soon as the publishing path is known, which usually means at contract signing or the day you decide to self-publish
    Who handles it
    Author (Author decides and records; publisher and agent confirm their parts)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Map the contract responsibilities

    Your publishing agreement is mostly about rights and money, but buried in it are the clauses that decide who does the launch work: who registers copyright, who controls the book's details, whether the publisher promises any marketing, and who may submit the book to reviewers and awards. Authors regularly discover months later that a clause said nothing about marketing, or that award entries need publisher approval. You normally read your own agreement whatever your route; an agent can explain and negotiate the clauses that matter.

    When
    At contract signing, and again about nine months before publication when responsibilities become tasks
    Who handles it
    Author and Agent (Author reads; agent explains and negotiates where relevant)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Record your publishing contacts

    At a publisher your book passes through several hands: an editor, a publicist, a marketer, a sales contact, and a rights contact who handles translation and audio. Nearly every question on this checklist ends with asking your publisher something, which is useless without a name and an email address. Your publisher normally assigns these roles by season, so ask your editor for the list about nine to twelve months out and ask again when people change. A self-published author builds the same list from contractors and platform support.

    When
    Nine to twelve months before publication, when the book is assigned to publicity and marketing, then update whenever staff change
    Who handles it
    Publisher and Author (Publisher assigns the roles; author asks for and records the names)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free
  • Create the master deadline calendar

    A master deadline calendar puts every date your book depends on in one place, counted backward from publication day: review submissions, award entries, production, retail preorder windows, and your own outreach. Most publishing deadlines start earlier than authors expect, and the common regret is not a mistake but a discovery that a window closed months ago. You normally build and keep this calendar yourself, because no publisher's schedule covers your own events and entries; ask your publisher for its key dates and add yours.

    When
    Nine to twelve months before publication, as soon as the publication date is known, and rebuild it if the date moves
    Who handles it
    Author and Publicist (Author builds it; a publicist may maintain it if you have one)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Define who approves descriptions, biographies, images, and claims

    Your description, biography, cover, author photo, and any factual or endorsement claim each need one person who signs off on the approved version. Unapproved copy spreads: a draft description pasted onto a retailer page can outlive the final one by years. Your publisher normally controls the catalog description and cover and has a route for approving claims; ask who approves each item and how long it takes. A self-published author is the approver and should still decide who else reads things first.

    When
    Six to nine months before publication, before descriptions and images start circulating
    Who handles it
    Publisher and Author (Publisher defines its approval process; author confirms and records it)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free
Map every edition and release dateCoreYou have a written list of every edition and format you plan to publish, each with its own official publication date. Deadlines, identifiers, and listings all hang off these dates.Twelve to six months before publication, and again whenever a format is addedAuthor and PublisherSomeone else may do it. Inspect the result yourself.2 steps
  • List all planned editions and formats

    A typical release is several products: a hardcover, a paperback later, an ebook, and an audiobook, each a separate edition with its own International Standard Book Number (ISBN), price, date, and listings. If your list of formats is incomplete, so is every check you do later, and you can't plan for a format you didn't know was coming. Your publisher normally decides which formats to publish and when; ask for the full plan, including anything licensed to another company. A self-published author decides the formats.

    When
    About nine months before publication, then update as new formats are scheduled
    Who handles it
    Publisher and Author (Publisher plans the formats; author asks and records)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free

    Identifiers for List all planned editions and formats

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
  • Record the official publication date for each format

    The publication date is the day your book is officially on sale, and each format can have its own. Nearly every deadline in publishing counts backward from it: reviewers want copies months ahead, awards define eligibility by it, and shops schedule preorders around it, so a wrong or shifted date quietly breaks everything downstream. Your publisher normally sets the date and can move it; ask for it per format, ask whether it is firm, and ask to be told if it changes. A self-published author picks it.

    When
    As soon as each format's date is set, and again whenever a date changes
    Who handles it
    Publisher and Author (Publisher sets the date; author records it and tracks changes)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

Book Identity & Identifiers

Create and connect the book's identityCoreOne document holds every settled fact about the book: the exact title and subtitle, the contributors and their roles, the publisher and imprint, the territory, and the physical specifications. Everyone who lists your book copies from somewhere, and this is the somewhere.Twelve to six months before publication, and kept current after thatAuthor and PublisherSomeone else may do it. Inspect the result yourself.5 steps
  • Create the canonical Book Identity Sheet

    A Book Identity Sheet is one document that holds every settled fact about your book: exact title and subtitle, your name as it should appear, contributors, every International Standard Book Number (ISBN), dates, prices, page count, subject codes, descriptions, and contacts. Most listing errors come from retyping, and this sheet gives you one spelling to copy and one place to look when someone asks. You normally build and keep it yourself; a publisher normally supplies most of the facts, often in pieces over months. **Tip:** you can keep the sheet on this website (details below).

    When
    Start the sheet about nine months before publication and keep it updated through launch and beyond
    Who handles it
    Author (Author builds and maintains; publisher supplies the facts)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026
  • Establish the exact title and subtitle

    The title and subtitle are the first two fields in every record your book will ever have, and they need to be settled character for character, punctuation and capitalization included. A one character difference between the publisher's file, the shop listing, and the library catalog can create duplicate records that split reviews and sales. Your publisher normally makes the final title decision; ask for the exact text as it will go out, then record it. A self-published author decides and freezes it.

    When
    Before metadata is distributed to retailers and libraries, which is usually six to nine months before publication
    Who handles it
    Publisher and Author (Publisher sets the final title; author confirms and records it)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
  • Record publisher, imprint, distributor, and sales territory

    Four facts decide how your book reaches shelves: the publisher (the company legally responsible for it), the imprint (the brand name on the spine), the distributor (who supplies shops and libraries), and the sales territory (the countries where this edition may be sold). When a shop can't find your book, or a foreign retailer won't list it, the answer is usually one of these four. Your publisher normally sets them; ask for all four in writing and check them against listings. A self-publisher sets them.

    When
    Six to nine months before publication, before you need to answer retailer or library questions
    Who handles it
    Publisher and Author (Publisher provides; author records and verifies against listings)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Record publisher, imprint, distributor, and sales territory

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
    Baker & Taylor (closed)
    A former U.S. library wholesaler that closed in January 2026; this record is kept for history, not as a route to libraries.

    Older advice tells authors to get their book into Baker & Taylor, and following it now costs you time for nothing. The live question is which wholesaler each library uses today and whether your book is orderable there. Ask the library which wholesaler it uses now. Common current routes include Ingram, Brodart, and Bookazine, but the library's own answer controls. Traditionally and hybrid published authors normally ask the publisher or distributor which library wholesalers now carry the book. A self-publisher normally checks that Ingram availability is in place, since that is the usual route into library wholesale. The useful answer now is the name of a wholesaler through which a library can actually order your book.

    Nothing to record
  • Verify contributor roles and name spelling

    Every person credited on your book travels to shops and libraries with a name and a role code: author, illustrator, translator, editor, narrator, foreword writer. A misspelled name creates a second, orphaned author identity that is genuinely hard to merge later, and a wrong role can hide a contributor from the listing entirely. Your publisher normally enters them; ask for the contributor list as entered, with roles, and compare it against your own record before the details go out and again at launch.

    When
    Before metadata is distributed to retailers and libraries, usually six to nine months before publication, and again at launch
    Who handles it
    Publisher and Author (Publisher enters; author verifies before the feed and again at launch)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Verify contributor roles and name spelling

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
    ISNI
    The International Standard Name Identifier: a sixteen-digit number that says which creator you are when several people share a name.

    Without a shared number, databases across publishing and libraries have no agreed answer to which person wrote what, which is how one writer's books end up grouped with another's. It matters most if you have more than one book, share a name with another writer, or work with a publisher that already carries these numbers in its metadata; a first-time author with an uncommon name and one title can reasonably do nothing. You may have one already, because many are created from data that libraries and other contributors feed in, so on every route the first move is normally to search the database rather than to request anything, and a traditionally published author can also ask whether the publisher requests them as part of its metadata practice. Record the sixteen-digit number only after checking that the works under it are yours.

    Add your ISNI
  • Check the physical details and price

    The physical and commercial facts of your book (page count, trim size, binding, list price, and the currency of that price) travel with the title and description to shops and libraries, and each format has its own set. Shops, wholesalers, and libraries all rely on them, so a wrong page count or price makes the book look like something it is not. Your publisher normally sets all five and changes them during production; ask for the final figures when they exist and check them against what went out.

    When
    As soon as final specifications exist, typically after typesetting three to five months before publication, and again at launch
    Who handles it
    Publisher and Author (Publisher sets; author verifies when final and again at launch)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Check the physical details and price

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
Assign and check every ISBNCoreMetadata or distributionEvery edition and format has its own identifier, you know who owns each one, and the title, contributors, and format attached to each identifier match your identity sheet. A wrong identifier follows the book everywhere and is slow to correct.Twelve to six months before publication, before any listing goes livePublisher and AuthorSomeone else may do it. Inspect the result yourself.5 steps
  • Record every edition's ISBN

    An International Standard Book Number (ISBN) identifies one specific product: this edition, in this format. A book with four formats has four numbers, and almost every record your book has, from a shop listing to a library catalog, is keyed to one of them, so you cannot check or correct anything without having them to hand. Every ISBN has two forms: the 13-digit ISBN-13 used today, and the older 10-digit ISBN-10 for the same number (979 numbers have no ISBN-10 form). Your publisher normally assigns numbers from its own block; ask for them and keep them with your records. A self-publisher buys them and assigns one per format.

    When
    Before publication and before metadata is sent to retailers, usually 6 to 9 months out
    Who handles it
    Publisher (Publisher assigns; self-publisher buys and assigns)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free from a publisher; self-publishers buy them
    Last verified
    September 13, 2026

    Identifiers for Record every edition's ISBN

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
  • Verify ISBN ownership and imprint

    Each International Standard Book Number (ISBN) is registered to a company when it is bought, and that registrant is the publisher of record whose imprint name shows as the publisher in most shop and library records. Authors who find out late that a publisher or a platform owns their numbers often cannot move the book without new numbers and new listings. Your publisher normally registers them from its own block; ask which imprint each number is under, and with a hybrid publisher ask in writing who owns it.

    When
    As soon as each ISBN is assigned, and before any metadata is sent out under it
    Who handles it
    Publisher (Publisher owns the registration; self-publisher owns it directly; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Verify ISBN ownership and imprint

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
    Bowker MyIdentifiers
    The online store where United States publishers and self-publishers buy International Standard Book Numbers (ISBNs) and manage their title records.

    The publisher name attached to an ISBN prefix is set when the block is bought and follows every number in that block, so it is the name recorded as your book's publisher of record. If your publisher bought the ISBNs, that account is theirs; normally you ask for each number and check that the publisher of record is the imprint you expect and that the title details are right. If you bought your own, the record is yours to keep correct, and accepting a free platform-supplied number instead lists the platform as the publisher. Record each number beside its format and confirm that the publisher name, price, and publication date match the finished book.

    Nothing to record
  • Check the data attached to each ISBN

    An International Standard Book Number (ISBN) is only a number until a title, subtitle, contributors, and format are recorded against it, first at the ISBN agency and then in the file sent out to shops and libraries. This is where duplicate listings come from: a subtitle on the paperback record but not the ebook produces what systems treat as different books. Your publisher normally holds that source record; ask for those four fields per number and compare them, then check the live listings at launch.

    When
    About six months before publication when metadata first goes out, and again during launch week against live listings
    Who handles it
    Publisher (Publisher or self-publisher maintains the record; author verifies at two points)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Check the data attached to each ISBN

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
    Bowker MyIdentifiers
    The online store where United States publishers and self-publishers buy International Standard Book Numbers (ISBNs) and manage their title records.

    The publisher name attached to an ISBN prefix is set when the block is bought and follows every number in that block, so it is the name recorded as your book's publisher of record. If your publisher bought the ISBNs, that account is theirs; normally you ask for each number and check that the publisher of record is the imprint you expect and that the title details are right. If you bought your own, the record is yours to keep correct, and accepting a free platform-supplied number instead lists the platform as the publisher. Record each number beside its format and confirm that the publisher name, price, and publication date match the finished book.

    Nothing to record
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
  • Search every ISBN in a general search engine

    Typing each International Standard Book Number (ISBN) into an ordinary search engine turns up every public page carrying that number: shops you knew about, shops you did not, library catalogs, price comparison sites, and review platforms. It is the cheapest check on your book's details there is, and you can't fix a listing you don't know exists. You normally run this search yourself, thirty to sixty days before launch and then quarterly, and your publisher or platform makes the corrections it turns up.

    When
    Thirty to sixty days before launch, once listings should be live, and then quarterly for the life of the book
    Who handles it
    Author (Author searches; publisher or platform fixes what is found)
    Your part
    Check again on a schedule, or after something changes.
    Cost
    Free

    Identifiers for Search every ISBN in a general search engine

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
    WorldCat
    The shared library catalog where member libraries report which books they hold, free for anyone to search.

    Catalogers reuse records from here, so an error in one record tends to spread, and a missing record, a duplicate, or one record that mixes two formats makes your book harder for a library to order correctly. No author on any route can edit a record. Traditionally and hybrid published authors normally send the correction to the publisher's metadata team or distributor, and a self-published author normally goes to their platform, or to a library that holds the book and can report the problem. Record the OCLC number for each edition, note any error, and remember that public holdings counts are incomplete and delayed.

    Add your OCLC number
    Google Books
    Google's index of book records and previews, often the first thing a reader or librarian sees when they search your title.

    Because Google's web search draws on it, a wrong record here is visible to readers and librarians and gets cited in other databases, and an old edition or an advance file left previewable is the version people will read. Corrections go to whoever holds the partner account for the title rather than to the search result: traditionally and hybrid published authors normally ask the publisher or its distributor, once they have established which of the two holds it. If you publish the book yourself, you may hold the account, in which case the fix is yours to make. Search every edition by ISBN, check the core facts, and make sure any preview shows the current file.

    Add your Google Books link
  • Add your book to Wikidata

    Wikidata is the free public database behind Wikipedia, and search engines may use it as one public source among many when connecting a book to an author. Search first, and create an item only when it meets Wikidata's current notability rules and public sources support the statements. This step creates an item for the book itself: title, author (pointing at your own Wikidata item), language, publication date, publisher, and the ISBN-13 for each edition. Then link the two ways: the book's author statement points at you, and your item's notable work statement points at the book. Do the author item first (its own step). Every statement needs a public source.

    When
    Once the book has an ISBN and a listing, after your own Wikidata item exists
    Who handles it
    Author (Author adds; a library or volunteer may already have created an item)
    Your part
    Make a judgment about fit, cost, or strategy.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Add your book to Wikidata

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Wikidata
    A free public database of referenced facts; one entry can link you, your books, and your other identifiers.

    A well-sourced Wikidata item can give search engines and linked-data services another public source for connecting an author, a book, and their identifiers. It does not guarantee a knowledge panel or better ranking. It is one public place where your other identifiers can sit side by side (ISNI, VIAF, Library of Congress, your website, your author pages). It is one source among many, not a control panel, and the library world does not generally read an author's Wikidata item. On every publishing route the author is the one who would add it, since publishers rarely do. You're done when one well-sourced item identifies you, links the right records, and gives you a Q number to save. An entry does not guarantee a knowledge panel or a ranking; it gives the systems that decide those one reliable place to look.

    Add your Wikidata Q number
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13

Descriptions, Subjects & Discoverability

Describe and classify the bookCoreMetadata or distributionYou have a short and a long description you are happy to see on every store page, the subject codes that put the book in the right place, and the search terms the platforms that accept them will use. These travel together and are hard to change later.Twelve to six months before publication, and before any preorder opensAuthor and PublisherSomeone else may do it. Inspect the result yourself.7 steps
  • Decide the book's primary audiences and use cases

    This is the decision about who your book is for: not everyone, but the two or three groups most likely to buy, borrow, teach, or recommend it, and what each one wants from it. Subject codes, descriptions, keywords, and every outreach list are downstream of that answer, so a book positioned for everyone gets vague codes and reaches nobody. You normally do this thinking yourself; a publisher will normally have its own positioning in a sales document, so ask to see it and reconcile the two.

    When
    Nine to twelve months before publication, before descriptions and subject codes are written
    Who handles it
    Author and Publisher (Author drafts; publisher's positioning should agree with it)
    Your part
    Make a judgment about fit, cost, or strategy.
    Cost
    Free
  • Select and verify BISAC subject headings

    BISAC subject headings are the standard subject codes used in the North American book trade, kept by the Book Industry Study Group. Shops use them to place your book in browse categories, and wholesalers and libraries use them to route it to the right buyers, so a memoir coded only as general biography competes with everything. Your publisher normally selects two or three codes; ask which were chosen and raise it early if the main one is too broad. A self-published author chooses them on each platform.

    When
    Before metadata is distributed to retailers and libraries, usually six to nine months before publication
    Who handles it
    Publisher (Publisher or self-publisher assigns; author reviews for fit)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Select and verify BISAC subject headings

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    BISAC Subject Headings
    The standard list of subject category codes used in the United States and Canada to decide where a book is filed and shelved.

    These codes decide which category paths your book lands in on retailer sites and, in a physical store, often which section it is shelved in, so a wrong or retired code can leave readers unable to find it by browsing. The codes travel inside the metadata feed, so one choice reaches many channels at once. Traditionally and hybrid published authors normally ask which codes were assigned and raise a concern if the book has landed somewhere wrong; if you publish the book yourself, you choose them in your platform's category fields. Record the current codes assigned to the book and check that they describe what the book honestly is.

    Add your BISAC code
    Thema
    The international scheme of subject category codes used by retailers and wholesalers outside North America.

    This matters mainly if your book will be sold outside the United States and Canada, because a book carrying only North American subject codes may be poorly categorized, or not categorized at all, in a market whose retailers read this scheme instead. If you sell only at home, there is nothing here for you to do. Traditionally and hybrid published authors normally ask whether Thema codes are assigned and what they are; if you publish the book yourself, you check whether your platform offers a Thema field, and some do not, in which case there is nothing to fill in. Find out whether Thema codes are assigned and review them if they are.

    Add your Thema code
  • Verify Thema codes for international distribution

    Shops and libraries sort books by standard subject codes. North America mostly uses one set called BISAC; much of the rest of the world uses another called Thema, and both travel in the same file of book details. In markets that use Thema, a book without those codes may be placed by automatic mapping or not at all, so it matters only if you sell outside North America. Your publisher or its distributor normally assigns them; ask whether it was done and whether the qualifiers were used.

    When
    Before metadata is distributed to international retailers and distributors, usually six to nine months before publication
    Who handles it
    Publisher and Distributor (Publisher or distributor assigns in the ONIX feed; author asks if international sales matter)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Verify Thema codes for international distribution

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Thema
    The international scheme of subject category codes used by retailers and wholesalers outside North America.

    This matters mainly if your book will be sold outside the United States and Canada, because a book carrying only North American subject codes may be poorly categorized, or not categorized at all, in a market whose retailers read this scheme instead. If you sell only at home, there is nothing here for you to do. Traditionally and hybrid published authors normally ask whether Thema codes are assigned and what they are; if you publish the book yourself, you check whether your platform offers a Thema field, and some do not, in which case there is nothing to fill in. Find out whether Thema codes are assigned and review them if they are.

    Add your Thema code
    BISAC Subject Headings
    The standard list of subject category codes used in the United States and Canada to decide where a book is filed and shelved.

    These codes decide which category paths your book lands in on retailer sites and, in a physical store, often which section it is shelved in, so a wrong or retired code can leave readers unable to find it by browsing. The codes travel inside the metadata feed, so one choice reaches many channels at once. Traditionally and hybrid published authors normally ask which codes were assigned and raise a concern if the book has landed somewhere wrong; if you publish the book yourself, you choose them in your platform's category fields. Record the current codes assigned to the book and check that they describe what the book honestly is.

    Add your BISAC code
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
  • Create the short description

    The short description is the one or two sentence version of your book, plus a slightly longer paragraph, used in catalogs, wholesaler records, newsletters, and anywhere a listing shows a snippet. It is the most copied text about the book and often the only one a busy buyer, librarian, or journalist reads. Your publisher normally writes it from the catalog copy; ask to see it, check it for accuracy, and ask for the exact wording so you can use the same words yourself. A self-published author writes it.

    When
    Six to nine months before publication, before catalog and metadata deadlines
    Who handles it
    Publisher and Author (Publisher usually drafts; author reviews and reuses)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Create the short description

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
  • Create the long description

    The long description is the main descriptive text about your book, 150 to 400 words, that appears on retail pages, library records, and the publisher's site. It is often what turns a browser into a buyer, and it is copied by systems you will never see, so a vague or wrong version at the source is wrong everywhere. Your publisher normally writes it; ask to see it before the details go out, correct any factual errors, and ask for the exact wording to reuse. A self-published author writes it.

    When
    Six to nine months before publication, before the first metadata feed and catalog deadline
    Who handles it
    Publisher and Author (Publisher usually drafts; author reviews for accuracy and reuses)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Create the long description

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
  • Check age and reading guidance

    Books for young readers carry audience fields alongside the rest of their details: an interest age range, a grade range, and sometimes a reading level from a scheme such as Lexile. School and library buyers filter by these fields, so a blank or wrong range can make the book invisible to the people who buy it. Your publisher normally sets them in line with the imprint's list; ask what was entered and compare it with the book. A self-published author enters them on each platform.

    Conditional: for youth titles

    When
    Before metadata is distributed to retailers and libraries, usually six to nine months before publication
    Who handles it
    Publisher and Author (Publisher sets; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Check age and reading guidance

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
    BISAC Subject Headings
    The standard list of subject category codes used in the United States and Canada to decide where a book is filed and shelved.

    These codes decide which category paths your book lands in on retailer sites and, in a physical store, often which section it is shelved in, so a wrong or retired code can leave readers unable to find it by browsing. The codes travel inside the metadata feed, so one choice reaches many channels at once. Traditionally and hybrid published authors normally ask which codes were assigned and raise a concern if the book has landed somewhere wrong; if you publish the book yourself, you choose them in your platform's category fields. Record the current codes assigned to the book and check that they describe what the book honestly is.

    Add your BISAC code
  • Check platform search terms

    Keywords are short phrases that describe your book in the words a reader might type into a search box. Some retail platforms and some of the files sent out to shops accept them, and others ignore them; where they are used, they fill the gap between what the subject codes say and what a reader actually types. Check whether your publisher sends keywords and what they are, and offer phrases from your own knowledge of the readers. A self-published author enters them on each platform that accepts them.

    When
    Before launch, once the description and subject codes are settled, typically one to three months before publication
    Who handles it
    Publisher (Publisher or self-publisher enters; author reviews and suggests)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Check platform search terms

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
Find and control the metadata sourceRecommendedMetadata or distributionYou know which system every retailer and library is actually copying from, and who can change it. Without that, a correction goes to whoever answered the phone and nothing moves.Twelve to six months before publication, then whenever a correction is neededPublisher and Author and DistributorSomeone else normally owns it. Get an answer, then record it.3 steps
  • Find the metadata source

    The facts about your book (title, contributors, price, publication date) live in one master system and travel to shops and libraries in a standard electronic file the book trade calls ONIX. Every listing is a copy, so a correction made anywhere but the master is overwritten the next time the file goes out. Your publisher or its distributor normally owns that record and sends the file; ask which system is the master, who sends it, how often, and who fixes a field. Self-publishers are their own source on each platform.

    When
    About six months before publication, when the first metadata feed goes out
    Who handles it
    Publisher and Distributor (Publisher or distributor owns the feed; author asks and records)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Find the metadata source

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
    Baker & Taylor (closed)
    A former U.S. library wholesaler that closed in January 2026; this record is kept for history, not as a route to libraries.

    Older advice tells authors to get their book into Baker & Taylor, and following it now costs you time for nothing. The live question is which wholesaler each library uses today and whether your book is orderable there. Ask the library which wholesaler it uses now. Common current routes include Ingram, Brodart, and Bookazine, but the library's own answer controls. Traditionally and hybrid published authors normally ask the publisher or distributor which library wholesalers now carry the book. A self-publisher normally checks that Ingram availability is in place, since that is the usual route into library wholesale. The useful answer now is the name of a wholesaler through which a library can actually order your book.

    Nothing to record
  • Create a correction log for metadata discrepancies

    A correction log is a simple table of every listing error you find: the number it affects, the field, what it says, what it should say, where you saw it, who you told, and when it was fixed. Errors will appear once your book's details are out in the world, and without a log they turn into half-remembered emails. You normally keep this log yourself on any publishing route, because you are usually the one who notices; your publisher, platform, or retailer makes the fix.

    When
    Begin when the first listings appear, about three months before launch, and maintain it for the life of the book
    Who handles it
    Author (Author maintains; publisher or platform fixes)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Audit the publisher's official book page

    Most publishers build a page for your book on their own website, with the cover, description, biography, formats, prices, and retailer links. Journalists, librarians, and booksellers often treat that page as the authoritative source, so an error there spreads and is believed. Your publisher normally builds and maintains it; check every fact against your own records, report anything wrong to the web or marketing contact, and look again whenever something changes. A self-published author audits their own book page the same way.

    When
    As soon as the page appears on the publisher's site, again at launch, and after every known change
    Who handles it
    Author and Publisher (Publisher builds and maintains the page; author audits and reports)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
Confirm the copyright planCoreLegal or contractThe copyright notice on the page is right, you know who is registering the copyright and when, and the registration number is recorded once it is issued. This is the legal record of who owns the book.Six to three months before publication, and registration around publicationAuthor and PublisherSomeone else normally owns it. Get an answer, then record it.3 steps
  • Confirm the copyright notice

    The copyright notice is the short line on the copyright page carrying the copyright symbol or the word Copyright, the year of first publication, and the name of the copyright owner. A wrong name or year is printed into every copy, so it outlives the print run. Your publisher normally drafts the copyright page; ask for the proof and check the year and the owner's name before files go to the printer. A self-published author writes the notice.

    When
    Before the final files go to the printer or ebook converter, typically three to four months before publication
    Who handles it
    Publisher and Author (Publisher drafts the copyright page; author verifies the notice before final files)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Confirm the copyright notice

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Copyright registration
    Filing a claim for your book with the United States Copyright Office, which creates the public record of the claim.

    Your copyright exists the moment the book is fixed in tangible form, so registering is not what gives you ownership; it is the public record of the claim and the step that unlocks certain legal remedies in the United States. Traditional and hybrid contracts vary, in that many commit the publisher to register in the author's name and some do not mention it at all, so normally you read the agreement and then ask in writing who files and in whose name. If you publish the book yourself, or the contract leaves it to you, filing is yours to do once the book is in final form. Record the registration number and date with the rest of the book's records.

    Add your registration number
  • Confirm who registers copyright

    Copyright exists automatically when you create your book, but registering it with the U.S. Copyright Office creates an official public record and gives you access to important legal remedies. Check whether your publisher handles registration; if not, you should register the final book yourself and keep the registration number with your records.

    When
    Before publication, so that registration can be filed within three months of the publication date
    Who handles it
    Publisher and Author (Publisher normally registers under the contract; self-publisher registers directly; author confirms either way)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    No cost to the author when the publisher registers. Self-publishers pay the Copyright Office filing fee, currently 45 USD for the online Single Application or 65 USD for the Standard Application per the copyright.gov fee page; check for changes.
    Last verified
    September 13, 2026

    Identifiers for Confirm who registers copyright

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Copyright registration
    Filing a claim for your book with the United States Copyright Office, which creates the public record of the claim.

    Your copyright exists the moment the book is fixed in tangible form, so registering is not what gives you ownership; it is the public record of the claim and the step that unlocks certain legal remedies in the United States. Traditional and hybrid contracts vary, in that many commit the publisher to register in the author's name and some do not mention it at all, so normally you read the agreement and then ask in writing who files and in whose name. If you publish the book yourself, or the contract leaves it to you, filing is yours to do once the book is in final form. Record the registration number and date with the rest of the book's records.

    Add your registration number
  • Record the copyright registration number when issued

    When a copyright application is processed, the United States Copyright Office issues a registration number and a certificate, months after filing, to whoever filed. That number is what you will need if the book is ever infringed, licensed, or transferred, and a registration nobody can find is only slightly better than none. If your publisher filed, ask for the number and a copy of the certificate, and ask again if you have heard nothing six to nine months after publication. If you filed, save both.

    When
    After the registration is processed and the certificate is issued, which can be several months after filing
    Who handles it
    Author and publisher together (Whoever registered receives the certificate; the author records the number)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Record the copyright registration number when issued

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Copyright registration
    Filing a claim for your book with the United States Copyright Office, which creates the public record of the claim.

    Your copyright exists the moment the book is fixed in tangible form, so registering is not what gives you ownership; it is the public record of the claim and the step that unlocks certain legal remedies in the United States. Traditional and hybrid contracts vary, in that many commit the publisher to register in the author's name and some do not mention it at all, so normally you read the agreement and then ask in writing who files and in whose name. If you publish the book yourself, or the contract leaves it to you, filing is yours to do once the book is in final form. Record the registration number and date with the rest of the book's records.

    Add your registration number
Handle Library of Congress prepublication recordsConditionalLibrary or catalogingIf your book is eligible, its prepublication cataloging record is requested in time and the data printed on the copyright page matches what was issued. These programs have real eligibility rules and real deadlines that close before printing.Twelve to six months before publication, before the copyright page is finalPublisher and Author and Library catalogerSomeone else normally owns it. Get an answer, then record it.3 steps
  • Ask whether the title is eligible for CIP

    Cataloging in Publication (CIP) is a Library of Congress program that creates a fuller prepublication catalog record for eligible publishers and prints it on the copyright page. It is not the same thing as a Library of Congress Control Number (LCCN), which the Preassigned Control Number program can assign before publication without the full record. Neither program guarantees that the Library of Congress or any other library will acquire the book. Publishers in the program normally apply, so check whether yours participates and whether this title was submitted.

    Conditional: for library-facing books

    When
    Six to nine months before publication, before the copyright page is finalized, since CIP applications need the manuscript in advance
    Who handles it
    Publisher (Publisher applies if eligible; author asks)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Ask whether the title is eligible for CIP

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Cataloging in Publication (CIP)
    A full Library of Congress catalog record prepared before printing and set on the copyright page, open only to publishers the Library admits.

    The record is distributed to libraries before your book exists, so it shapes how the book is described in catalogs around the country, and a misspelled name or title in it is much harder to fix once the book is printed. Traditionally published authors normally read the data block when it arrives, check the spelling of their name and title, and confirm the printed copyright page matches it; a hybrid author normally has to ask first, because some hybrid publishers take part and some don't. If you publish the book yourself, this is not available to you under the program's current rules, and the Preassigned Control Number route is where to look instead. Review the data block early enough to raise a correction before the copyright page is final.

    Nothing to record
    LCCN and the PCN program
    A free Library of Congress catalog number you can print on the copyright page, if you request it before the book is published.

    A number printed in the book makes it easier for a library cataloger to match your book to a catalog record, and that is the whole benefit. It is worth being clear about what it isn't: having one doesn't mean the Library of Congress holds your book, it doesn't oblige any library to buy or catalog it, and it isn't copyright registration. Traditionally and hybrid published authors normally ask whether a number was requested, often as part of the publisher's Cataloging in Publication request, and record it when it arrives; a United States self-publisher who meets the program's rules normally applies through the Author Portal before the book is printed. Record the number, print it in the form the Library specifies, and send the required finished copy after publication.

    Add your LCCN
    PrePub Book Link
    The Library of Congress website where prepublication catalog numbers and catalog records are requested.

    This is the form, not the program, so it matters only once you have decided you need a Library of Congress Control Number. If your book has a publisher you will not use it; normally you ask which program they submitted your title through and what number or data came back. If you publish the book yourself in the United States and meet the program's rules, the Author Portal is your entrance, the Publisher Portal is not, and the request has to go in before the book is published. Keep access to the right portal and record the number issued for the book.

    Nothing to record
  • Obtain or verify the LCCN

    A Library of Congress Control Number (LCCN) identifies a Library of Congress catalog record, and it is printed on your copyright page. The Preassigned Control Number (PCN) program can assign one before publication, but that is not the same as full Cataloging in Publication (CIP) data, which creates a fuller prepublication record for eligible publishers. Neither program guarantees that the Library of Congress or any other library will acquire the book. Your publisher normally requests the number; an eligible self-publisher requests one through PCN before publication.

    Conditional: for library-facing books

    When
    Before publication and before the copyright page is finalized, typically four to six months out
    Who handles it
    Publisher (Publisher obtains; an eligible self-publisher requests a PCN directly; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Obtain or verify the LCCN

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    LCCN and the PCN program
    A free Library of Congress catalog number you can print on the copyright page, if you request it before the book is published.

    A number printed in the book makes it easier for a library cataloger to match your book to a catalog record, and that is the whole benefit. It is worth being clear about what it isn't: having one doesn't mean the Library of Congress holds your book, it doesn't oblige any library to buy or catalog it, and it isn't copyright registration. Traditionally and hybrid published authors normally ask whether a number was requested, often as part of the publisher's Cataloging in Publication request, and record it when it arrives; a United States self-publisher who meets the program's rules normally applies through the Author Portal before the book is printed. Record the number, print it in the form the Library specifies, and send the required finished copy after publication.

    Add your LCCN
    Cataloging in Publication (CIP)
    A full Library of Congress catalog record prepared before printing and set on the copyright page, open only to publishers the Library admits.

    The record is distributed to libraries before your book exists, so it shapes how the book is described in catalogs around the country, and a misspelled name or title in it is much harder to fix once the book is printed. Traditionally published authors normally read the data block when it arrives, check the spelling of their name and title, and confirm the printed copyright page matches it; a hybrid author normally has to ask first, because some hybrid publishers take part and some don't. If you publish the book yourself, this is not available to you under the program's current rules, and the Preassigned Control Number route is where to look instead. Review the data block early enough to raise a correction before the copyright page is final.

    Nothing to record
    PrePub Book Link
    The Library of Congress website where prepublication catalog numbers and catalog records are requested.

    This is the form, not the program, so it matters only once you have decided you need a Library of Congress Control Number. If your book has a publisher you will not use it; normally you ask which program they submitted your title through and what number or data came back. If you publish the book yourself in the United States and meet the program's rules, the Author Portal is your entrance, the Publisher Portal is not, and the request has to go in before the book is published. Keep access to the right portal and record the number issued for the book.

    Nothing to record
  • Verify CIP data in the final copyright page

    Cataloging in Publication (CIP) data is the block of catalog text the Library of Congress sends a publisher to print on the copyright page. Libraries copy that block straight into their catalogs, so if it carries an old subtitle or a number the book never used, the error is inherited for years. Your publisher normally prints and maintains it; read the copyright page proof and compare the block against the final book. A self-publisher with only a Preassigned Control Number has no block to check, just the number.

    When
    Before the final print files are approved, typically three to four months before publication
    Who handles it
    Publisher (Publisher prints and maintains the data; author checks the proof)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Verify CIP data in the final copyright page

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Cataloging in Publication (CIP)
    A full Library of Congress catalog record prepared before printing and set on the copyright page, open only to publishers the Library admits.

    The record is distributed to libraries before your book exists, so it shapes how the book is described in catalogs around the country, and a misspelled name or title in it is much harder to fix once the book is printed. Traditionally published authors normally read the data block when it arrives, check the spelling of their name and title, and confirm the printed copyright page matches it; a hybrid author normally has to ask first, because some hybrid publishers take part and some don't. If you publish the book yourself, this is not available to you under the program's current rules, and the Preassigned Control Number route is where to look instead. Review the data block early enough to raise a correction before the copyright page is final.

    Nothing to record
    LCCN and the PCN program
    A free Library of Congress catalog number you can print on the copyright page, if you request it before the book is published.

    A number printed in the book makes it easier for a library cataloger to match your book to a catalog record, and that is the whole benefit. It is worth being clear about what it isn't: having one doesn't mean the Library of Congress holds your book, it doesn't oblige any library to buy or catalog it, and it isn't copyright registration. Traditionally and hybrid published authors normally ask whether a number was requested, often as part of the publisher's Cataloging in Publication request, and record it when it arrives; a United States self-publisher who meets the program's rules normally applies through the Author Portal before the book is printed. Record the number, print it in the form the Library specifies, and send the required finished copy after publication.

    Add your LCCN
Check how libraries identify the authorOptionalLibrary or catalogingYou know whether libraries have an authority record for your name, and whether it is yours rather than someone else's. This is how a catalog keeps two authors with the same name apart.After publication, once a library has cataloged the bookAuthor and Library catalogerSomeone else may do it. Inspect the result yourself.2 steps
  • Check how libraries file your name (VIAF)

    VIAF (the Virtual International Authority File) is a free service that gathers the official name lists national libraries use to file books, and groups the entries that look like one person. If two groups exist for you, or one mixes your books with a same-name author's, a reader searching a library catalog may find only half your books. There is nothing to claim or edit here, and a first-time author will find nothing until a library has cataloged the book: search your name a few months after publication, note anything wrong, and take it to a librarian, since only a cataloger can correct the record. It is related to your ISNI but separate from it, so check both.

    When
    After library authority records exist, typically some months after publication, then annually
    Who handles it
    Author (Author searches and monitors; participating libraries hold and correct the records)
    Your part
    Check again on a schedule, or after something changes.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Check how libraries file your name (VIAF)

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    VIAF
    The Virtual International Authority File: a service that links the records different national libraries keep for the same author.

    If your books are split across two entries, or mixed in with another writer's, this is where you can see it, because it draws together what the contributing library files say about you. A first-time author will often find nothing here yet, and that is normal rather than a gap. Nobody on any route can claim, create, or edit an entry, so all three routes do the same thing, which is look; a wrong cluster is a symptom of a problem in one of the source files, and the fix normally has to be made there, through a cataloger or the relevant national library. Check that the works in the cluster are yours and record the identifier if the cluster is right.

    Add your VIAF number
    LC/NACO name authority record
    The record that fixes one authorized form of your name for library catalogs and keeps you apart from writers with similar names.

    A name authority record is the library record used to identify you as an author and distinguish you from other people with the same or similar names. It includes an authorized access point, the standardized form of your name used in library catalogs that follow Library of Congress practice. The record helps libraries connect your books to the right person, so if it is wrong, incomplete, or confused with another person, your books can be associated with the wrong author or become harder to find together. Most new authors won't have a name authority record until a library has a reason to create one, and that's normal. Authors can't create or directly edit their own LC/NACO authority records, so the practical step for every publishing route is to search and check. Traditionally and hybrid published authors may be able to get help through their publisher's library-facing staff, while self-published authors will generally need to work through a library or cataloger that participates in NACO. Search every name you publish under and keep enough identifying information handy for a cataloger to distinguish or correct your record if needed.

    Add your Library of Congress name ID
    NACO
    The Name Authority Cooperative Program: the arrangement that trains and authorizes the librarians who create name records.

    In practice this matters only once something has gone wrong, such as your books being filed under another writer's name or your own books being split between two entries. The useful thing to know is that the fix has to be made by a trained cataloger at a participating institution and that no fee shortcuts it, so a service offering to create your authority record for money should be treated with suspicion. There is nothing to join and no real difference between the routes here: on all three, the only move is normally to ask, at a university library, a large public library, or through the publisher's library-facing staff. Find a cataloger who can act and give that person the plain facts that separate you from another author.

    Nothing to record
  • Search LC Authorities for the author name

    Libraries do not file books under whatever name appears on the cover. They use an approved version of it, listed in the Library of Congress Name Authority File, so that one author's books gather together and two authors with the same name stay apart. Searching that file shows whether an entry exists for you, what form of your name it uses, and who might be confused with you. You can search it on any route, but only library catalogers can create or change an entry.

    When
    At publication
    Who handles it
    Author (Author searches; NACO catalogers create and edit the records)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Search LC Authorities for the author name

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    LC/NACO name authority record
    The record that fixes one authorized form of your name for library catalogs and keeps you apart from writers with similar names.

    A name authority record is the library record used to identify you as an author and distinguish you from other people with the same or similar names. It includes an authorized access point, the standardized form of your name used in library catalogs that follow Library of Congress practice. The record helps libraries connect your books to the right person, so if it is wrong, incomplete, or confused with another person, your books can be associated with the wrong author or become harder to find together. Most new authors won't have a name authority record until a library has a reason to create one, and that's normal. Authors can't create or directly edit their own LC/NACO authority records, so the practical step for every publishing route is to search and check. Traditionally and hybrid published authors may be able to get help through their publisher's library-facing staff, while self-published authors will generally need to work through a library or cataloger that participates in NACO. Search every name you publish under and keep enough identifying information handy for a cataloger to distinguish or correct your record if needed.

    Add your Library of Congress name ID
    NACO
    The Name Authority Cooperative Program: the arrangement that trains and authorizes the librarians who create name records.

    In practice this matters only once something has gone wrong, such as your books being filed under another writer's name or your own books being split between two entries. The useful thing to know is that the fix has to be made by a trained cataloger at a participating institution and that no fee shortcuts it, so a service offering to create your authority record for money should be treated with suspicion. There is nothing to join and no real difference between the routes here: on all three, the only move is normally to ask, at a university library, a large public library, or through the publisher's library-facing staff. Find a cataloger who can act and give that person the plain facts that separate you from another author.

    Nothing to record
    ISNI
    The International Standard Name Identifier: a sixteen-digit number that says which creator you are when several people share a name.

    Without a shared number, databases across publishing and libraries have no agreed answer to which person wrote what, which is how one writer's books end up grouped with another's. It matters most if you have more than one book, share a name with another writer, or work with a publisher that already carries these numbers in its metadata; a first-time author with an uncommon name and one title can reasonably do nothing. You may have one already, because many are created from data that libraries and other contributors feed in, so on every route the first move is normally to search the database rather than to request anything, and a traditionally published author can also ask whether the publisher requests them as part of its metadata practice. Record the sixteen-digit number only after checking that the works under it are yours.

    Add your ISNI
    VIAF
    The Virtual International Authority File: a service that links the records different national libraries keep for the same author.

    If your books are split across two entries, or mixed in with another writer's, this is where you can see it, because it draws together what the contributing library files say about you. A first-time author will often find nothing here yet, and that is normal rather than a gap. Nobody on any route can claim, create, or edit an entry, so all three routes do the same thing, which is look; a wrong cluster is a symptom of a problem in one of the source files, and the fix normally has to be made there, through a cataloger or the relevant national library. Check that the works in the cluster are yours and record the identifier if the cluster is right.

    Add your VIAF number
Check the book's library catalog recordsOptionalLibrary or catalogingYou have found the catalog records for your book, recorded their numbers, and checked that editions are not wrongly split apart or wrongly merged together. Catalog errors are quiet and they last.After publication, then whenever a new format appearsAuthor and Library catalogerSomeone else may do it. Inspect the result yourself.4 steps
  • Search WorldCat by title and every ISBN

    WorldCat is a shared catalog built from the records of thousands of member libraries, so it is the nearest thing to a public answer to the question of which libraries have your book. Searching by title, by author, and by each ISBN (International Standard Book Number) separately shows which editions have been cataloged and how many libraries hold each one. You normally do this yourself on every route, because publishers do not monitor catalog records for a single title.

    Recommended: if libraries matter

    When
    At publication and quarterly through the first year, then as needed
    Who handles it
    Author (Author searches; libraries and OCLC control the records)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Search WorldCat by title and every ISBN

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    WorldCat
    The shared library catalog where member libraries report which books they hold, free for anyone to search.

    Catalogers reuse records from here, so an error in one record tends to spread, and a missing record, a duplicate, or one record that mixes two formats makes your book harder for a library to order correctly. No author on any route can edit a record. Traditionally and hybrid published authors normally send the correction to the publisher's metadata team or distributor, and a self-published author normally goes to their platform, or to a library that holds the book and can report the problem. Record the OCLC number for each edition, note any error, and remember that public holdings counts are incomplete and delayed.

    Add your OCLC number
    OCLC information for authors
    OCLC's short help page explaining how library records for your book are made and who is able to change them.

    Reading it before you write to anyone saves you sending a correction to a party who cannot act on it, which is the usual reason nothing happens. It is guidance and not a form: there is no way to add a book to the shared library catalog by asking, and there are no author profiles there. Every route does the same thing here, which is read first; normally a metadata error goes to the publisher's metadata team for a traditionally or hybrid published book and to the platform or distributor for a self-published one, while a duplicate or merged record goes to a holding library or to OCLC. Identify the party that can act, then send a request naming the record number, wrong field, correct value, and supporting source.

    Nothing to record
  • Record OCLC numbers for each catalog record

    Every record in WorldCat, the shared library catalog, carries its own OCLC number. An ISBN (International Standard Book Number) identifies your book as a product, while an OCLC number identifies one library's description of it, and a book can have several. Writing those numbers down lets a librarian or cataloger look at the exact record you mean instead of asking you for more detail. You normally do this yourself on every route, and a cataloger can help you find them.

    When
    When records appear in WorldCat, and as new ones are added
    Who handles it
    Author and Library cataloger (Author records; a cataloger can help locate them)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Record OCLC numbers for each catalog record

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    WorldCat
    The shared library catalog where member libraries report which books they hold, free for anyone to search.

    Catalogers reuse records from here, so an error in one record tends to spread, and a missing record, a duplicate, or one record that mixes two formats makes your book harder for a library to order correctly. No author on any route can edit a record. Traditionally and hybrid published authors normally send the correction to the publisher's metadata team or distributor, and a self-published author normally goes to their platform, or to a library that holds the book and can report the problem. Record the OCLC number for each edition, note any error, and remember that public holdings counts are incomplete and delayed.

    Add your OCLC number
    OCLC information for authors
    OCLC's short help page explaining how library records for your book are made and who is able to change them.

    Reading it before you write to anyone saves you sending a correction to a party who cannot act on it, which is the usual reason nothing happens. It is guidance and not a form: there is no way to add a book to the shared library catalog by asking, and there are no author profiles there. Every route does the same thing here, which is read first; normally a metadata error goes to the publisher's metadata team for a traditionally or hybrid published book and to the platform or distributor for a self-published one, while a duplicate or merged record goes to a holding library or to OCLC. Identify the party that can act, then send a request naming the record number, wrong field, correct value, and supporting source.

    Nothing to record
  • Check whether editions are incorrectly split or merged

    Libraries describe each book in a catalog record, and those records are pooled in WorldCat, a shared catalog. One edition can end up spread across several records, or two different editions can be attached to a single record that describes neither. Either way the book looks less widely held, or shows details that do not match. Authors cannot change these records. Note the OCLC numbers, then pick the route: upstream to the publisher or platform for commercial metadata, and to the cataloging staff at a holding library for the library record.

    When
    At publication and whenever a discrepancy appears
    Who handles it
    Author and Library cataloger (Author identifies; a cataloging library reports and OCLC corrects)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Check whether editions are incorrectly split or merged

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    WorldCat
    The shared library catalog where member libraries report which books they hold, free for anyone to search.

    Catalogers reuse records from here, so an error in one record tends to spread, and a missing record, a duplicate, or one record that mixes two formats makes your book harder for a library to order correctly. No author on any route can edit a record. Traditionally and hybrid published authors normally send the correction to the publisher's metadata team or distributor, and a self-published author normally goes to their platform, or to a library that holds the book and can report the problem. Record the OCLC number for each edition, note any error, and remember that public holdings counts are incomplete and delayed.

    Add your OCLC number
    OCLC information for authors
    OCLC's short help page explaining how library records for your book are made and who is able to change them.

    Reading it before you write to anyone saves you sending a correction to a party who cannot act on it, which is the usual reason nothing happens. It is guidance and not a form: there is no way to add a book to the shared library catalog by asking, and there are no author profiles there. Every route does the same thing here, which is read first; normally a metadata error goes to the publisher's metadata team for a traditionally or hybrid published book and to the platform or distributor for a self-published one, while a duplicate or merged record goes to a holding library or to OCLC. Identify the party that can act, then send a request naming the record number, wrong field, correct value, and supporting source.

    Nothing to record
  • Search the Library of Congress catalog

    The Library of Congress keeps a catalog of the books it holds, and its record for a book is copied widely by other libraries. Searching it tells you whether a record exists for yours and whether the title, author name, publisher, date, and subject headings match. Authors do not add or edit these records. If something is wrong, check whether your publisher has a cataloging contact; if not, the Library of Congress publishes its own route for corrections.

    When
    After cataloging, typically a few months after publication
    Who handles it
    Author (Author searches; the Library of Congress and the publisher's CIP contact control the record)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Search the Library of Congress catalog

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Cataloging in Publication (CIP)
    A full Library of Congress catalog record prepared before printing and set on the copyright page, open only to publishers the Library admits.

    The record is distributed to libraries before your book exists, so it shapes how the book is described in catalogs around the country, and a misspelled name or title in it is much harder to fix once the book is printed. Traditionally published authors normally read the data block when it arrives, check the spelling of their name and title, and confirm the printed copyright page matches it; a hybrid author normally has to ask first, because some hybrid publishers take part and some don't. If you publish the book yourself, this is not available to you under the program's current rules, and the Preassigned Control Number route is where to look instead. Review the data block early enough to raise a correction before the copyright page is final.

    Nothing to record
    LCCN and the PCN program
    A free Library of Congress catalog number you can print on the copyright page, if you request it before the book is published.

    A number printed in the book makes it easier for a library cataloger to match your book to a catalog record, and that is the whole benefit. It is worth being clear about what it isn't: having one doesn't mean the Library of Congress holds your book, it doesn't oblige any library to buy or catalog it, and it isn't copyright registration. Traditionally and hybrid published authors normally ask whether a number was requested, often as part of the publisher's Cataloging in Publication request, and record it when it arrives; a United States self-publisher who meets the program's rules normally applies through the Author Portal before the book is printed. Record the number, print it in the form the Library specifies, and send the required finished copy after publication.

    Add your LCCN
    PrePub Book Link
    The Library of Congress website where prepublication catalog numbers and catalog records are requested.

    This is the form, not the program, so it matters only once you have decided you need a Library of Congress Control Number. If your book has a publisher you will not use it; normally you ask which program they submitted your title through and what number or data came back. If you publish the book yourself in the United States and meet the program's rules, the Author Portal is your entrance, the Publisher Portal is not, and the request has to go in before the book is published. Keep access to the right portal and record the number issued for the book.

    Nothing to record

Production Files & Advance Copies

Collect the final cover assetsCoreDesign or productionYou hold the final cover files at full resolution, you know who to credit, and you know what you are allowed to use them for. Every listing, media kit, and event poster comes from these files.Twelve to six months before publication, as soon as the cover is approvedPublisher and Author and Designer or producerSomeone else normally owns it. Get an answer, then record it.3 steps
  • Confirm final cover approval and credit

    The cover becomes the most copied image of your book, and it goes on advance copies, into retailer listings, and onto preorder pages, so it needs to be final and correctly credited first. Changing it afterwards means chasing every copy, and an uncredited designer or illustrator is unfair and sometimes a breach of contract. Your publisher normally owns and commissions the cover; ask for confirmation that this version is final and for the credit lines. If you publish yourself, you approve it and own the credits and licenses.

    When
    Before the advance copy files are produced, usually five to seven months before publication
    Who handles it
    Publisher and Author (Publisher owns the cover; author consults or approves per contract and records credits)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
  • Obtain high-resolution front cover art

    You'll be asked for your cover image constantly, by review outlets, event organizers, podcasters, award programs, and your own website, and a thumbnail saved from a retail page won't do. What you need is the final front cover as a print-quality file plus a web-sized version, stored where you can find them for years. Your publisher's production or marketing team normally holds these; ask for them once the cover is final and ask what uses are permitted. If you publish yourself, your designer delivers them.

    When
    About six months before publication, as soon as the cover is final
    Who handles it
    Publisher and Author (Publisher provides; author stores)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free
  • Obtain full jacket or cover spread where permitted

    The full jacket or cover spread is the whole printed cover laid out flat: back cover, spine, and, on a hardcover, the folded flaps. It is the most complete record of what the book looked like at publication, useful for a press kit and for your own archive. Your publisher normally holds this as a production file; ask once the cover is final, and treat no as a normal answer, since the front cover covers most needs. If you publish yourself, your designer should already have delivered it.

    When
    Before the media kit is completed, typically three to four months before publication
    Who handles it
    Publisher and Author (Publisher provides where permitted; author stores)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free
Plan and manage advance copiesRecommendedDesign or production, Publicity or marketingYou know when a galley will exist, what it will say on it, how many you have, and who is getting one. Trade review deadlines are set against the advance copy, not the finished book, so this is what decides whether a submission is even possible.Twelve to six months before publication, ahead of every review deadlinePublisher and Author and PublicistSomeone else normally owns it. Get an answer, then record it.6 steps
  • Confirm final manuscript or galley availability date

    A galley is a pre-publication version of the book, typeset but not yet final, that reviewers read: a printed advance copy or a listing on a review copy platform. Review deadlines run from the date that version exists rather than from publication day, and many outlets want it months ahead, so learning the date late closes windows you wanted. Your publisher normally sets the production schedule; ask your editor or publicist when a reviewable version will exist and in what forms. If you publish yourself, you set the date.

    When
    Six to nine months before publication, before review submissions need to begin
    Who handles it
    Publisher (Publisher schedules; author asks and plans around it)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free

    Identifiers for Confirm final manuscript or galley availability date

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    NetGalley
    The main platform for giving reviewers, librarians, and booksellers a secured digital review copy before publication.

    This decides who can read your book before it is out and how early, and feedback posted through it frequently reappears as reviews on Goodreads and retailers around publication. Traditionally and hybrid published authors normally ask whether the book will be listed, when the listing goes live, how long it stays up, and who approves requests, and a hybrid author should confirm who is paying. If you publish the book yourself, this is a real expense you choose, and it needs an approval plan, a plan for reading the feedback, and enough lead time, typically three to six months before publication, to be worth anything. Record the listing dates and check that the description and review file match the book you intend people to read.

    Add your NetGalley listing link
    Edelweiss+
    The digital catalog where booksellers, librarians, and reviewers see forthcoming books, months before publication.

    Buyers deciding what to stock and librarians deciding what to buy often see your book here first, so the description, the author biography, and the comparison titles in that listing do their work long before anyone has read the book. It displays what the publisher's feed and catalog team supply, so it is a downstream view rather than a source, and a mistake in it came from upstream. Traditionally and hybrid published authors normally ask which catalog the book sits in and to see the listing before buyers do, and a hybrid author should confirm the publisher has an account at all; a self-published book appears only if a distributor lists it, and titles published through IngramSpark don't appear automatically. Check the listing against your own record, especially the description, biography, comparison titles, and publication date.

    Add your Edelweiss+ listing link
  • Confirm ARC format and quantity

    An advance reading copy, often shortened to ARC, is the pre-publication version of your book sent to reviewers, booksellers, librarians, and media, and it may be printed, digital, or both. How many exist, in which form, and how many are yours decides who you can realistically approach, and print quantities are set months ahead. Your publisher normally decides and pays for these; ask what formats will exist, how many printed copies are planned, and how many are allocated to you. If you publish yourself, you decide and pay.

    When
    Six to nine months before publication, when print quantities are set and before review submissions begin
    Who handles it
    Publisher and Author (Publisher decides and produces; author confirms allocation and plans around it)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    No cost to a traditionally published author unless buying extra copies. Self-publishers pay for printed advance copies, roughly the unit print cost each plus shipping; digital copies cost little beyond any review platform fee.
    Last verified
    September 13, 2026

    Identifiers for Confirm ARC format and quantity

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    NetGalley
    The main platform for giving reviewers, librarians, and booksellers a secured digital review copy before publication.

    This decides who can read your book before it is out and how early, and feedback posted through it frequently reappears as reviews on Goodreads and retailers around publication. Traditionally and hybrid published authors normally ask whether the book will be listed, when the listing goes live, how long it stays up, and who approves requests, and a hybrid author should confirm who is paying. If you publish the book yourself, this is a real expense you choose, and it needs an approval plan, a plan for reading the feedback, and enough lead time, typically three to six months before publication, to be worth anything. Record the listing dates and check that the description and review file match the book you intend people to read.

    Add your NetGalley listing link
    Edelweiss+
    The digital catalog where booksellers, librarians, and reviewers see forthcoming books, months before publication.

    Buyers deciding what to stock and librarians deciding what to buy often see your book here first, so the description, the author biography, and the comparison titles in that listing do their work long before anyone has read the book. It displays what the publisher's feed and catalog team supply, so it is a downstream view rather than a source, and a mistake in it came from upstream. Traditionally and hybrid published authors normally ask which catalog the book sits in and to see the listing before buyers do, and a hybrid author should confirm the publisher has an account at all; a self-published book appears only if a distributor lists it, and titles published through IngramSpark don't appear automatically. Check the listing against your own record, especially the description, biography, comparison titles, and publication date.

    Add your Edelweiss+ listing link
  • Check the ARC information

    An advance reading copy, or ARC, is a copy sent out before publication, and it carries a block of facts on the cover or first page: publication date, the International Standard Book Number (ISBN) and price for each format, a review contact, and a note that the text is uncorrected. Reviewers schedule from that date and follow up through that contact, so a wrong one wastes the copy. Your publisher normally prints this; ask to see the proof and check it against your records before copies are made.

    When
    Before advance copies are produced, usually five to six months before publication
    Who handles it
    Publisher (Publisher prints; author checks the proof)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
  • Create a digital review-copy plan

    A digital review copy is a free copy of your book, sent as a file before publication, so reviewers, librarians, booksellers, and bloggers can read it in time to say something. A plan decides how it is distributed (a review copy platform such as NetGalley or Edelweiss+, or a watermarked file sent by hand), for how long, and who answers requests. Without one, requests sit unanswered and the window passes. Check whether your publisher runs this; if not, choose the route you can afford.

    When
    About six months before publication, before the galley exists and review submissions begin
    Who handles it
    Publisher and Author and Publicist (Publisher or publicist usually runs it; author confirms and contributes names, or runs it when self-publishing)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free

    Identifiers for Create a digital review-copy plan

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    NetGalley
    The main platform for giving reviewers, librarians, and booksellers a secured digital review copy before publication.

    This decides who can read your book before it is out and how early, and feedback posted through it frequently reappears as reviews on Goodreads and retailers around publication. Traditionally and hybrid published authors normally ask whether the book will be listed, when the listing goes live, how long it stays up, and who approves requests, and a hybrid author should confirm who is paying. If you publish the book yourself, this is a real expense you choose, and it needs an approval plan, a plan for reading the feedback, and enough lead time, typically three to six months before publication, to be worth anything. Record the listing dates and check that the description and review file match the book you intend people to read.

    Add your NetGalley listing link
    Edelweiss+
    The digital catalog where booksellers, librarians, and reviewers see forthcoming books, months before publication.

    Buyers deciding what to stock and librarians deciding what to buy often see your book here first, so the description, the author biography, and the comparison titles in that listing do their work long before anyone has read the book. It displays what the publisher's feed and catalog team supply, so it is a downstream view rather than a source, and a mistake in it came from upstream. Traditionally and hybrid published authors normally ask which catalog the book sits in and to see the listing before buyers do, and a hybrid author should confirm the publisher has an account at all; a self-published book appears only if a distributor lists it, and titles published through IngramSpark don't appear automatically. Check the listing against your own record, especially the description, biography, comparison titles, and publication date.

    Add your Edelweiss+ listing link
  • Create a physical review-copy inventory

    A physical review copy inventory is a simple count of the printed advance and finished copies you hold, what each is set aside for, and how many are left. Printed copies run out faster than anyone expects, and running out during the review window means turning a reviewer down or paying rush prices for more. Your publisher normally holds and mails most copies, so count your own allocation and ask how many they are sending on your behalf. If you publish yourself, you hold and count all of them.

    When
    When printed advance copies arrive, and again when finished copies arrive
    Who handles it
    Publisher and Author and Publicist (Whoever holds the copies keeps the count; author tracks their own allocation)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Create a review-copy request and shipment log

    A review copy log is one table listing every free advance copy of your book that someone asked for or you sent: who they are, what format they got, when it went, and what happened afterwards. Without it, outreach becomes guesswork within weeks, people get sent duplicates, and the follow-up that turns a copy into a review never happens. You normally keep this yourself on any route; where a publicist mails copies too, ask for their list so the two records line up.

    When
    When review copy outreach begins, usually four to six months before publication, and maintained through the first year
    Who handles it
    Author and Publicist (Author or publicist keeps it; publisher shares its own mailing list where possible)
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Create a review-copy request and shipment log

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    NetGalley
    The main platform for giving reviewers, librarians, and booksellers a secured digital review copy before publication.

    This decides who can read your book before it is out and how early, and feedback posted through it frequently reappears as reviews on Goodreads and retailers around publication. Traditionally and hybrid published authors normally ask whether the book will be listed, when the listing goes live, how long it stays up, and who approves requests, and a hybrid author should confirm who is paying. If you publish the book yourself, this is a real expense you choose, and it needs an approval plan, a plan for reading the feedback, and enough lead time, typically three to six months before publication, to be worth anything. Record the listing dates and check that the description and review file match the book you intend people to read.

    Add your NetGalley listing link
    Edelweiss+
    The digital catalog where booksellers, librarians, and reviewers see forthcoming books, months before publication.

    Buyers deciding what to stock and librarians deciding what to buy often see your book here first, so the description, the author biography, and the comparison titles in that listing do their work long before anyone has read the book. It displays what the publisher's feed and catalog team supply, so it is a downstream view rather than a source, and a mistake in it came from upstream. Traditionally and hybrid published authors normally ask which catalog the book sits in and to see the listing before buyers do, and a hybrid author should confirm the publisher has an account at all; a self-published book appears only if a distributor lists it, and titles published through IngramSpark don't appear automatically. Check the listing against your own record, especially the description, biography, comparison titles, and publication date.

    Add your Edelweiss+ listing link
Inspect every finished formatCoreDesign or productionYou have held, opened, and checked a finished copy of every format you are publishing, not a proof and not a preview. Barcodes, prices, links, navigation, and credits are the things nobody notices until a reader does.As soon as finished copies and final files exist, before launch weekAuthor and Publisher and Designer or producerYou normally do this yourself.5 steps
  • Confirm audiobook narrator, producer, ISBN, and release date

    An audiobook is a separate edition with its own producer, narrator, release date, and International Standard Book Number (ISBN), and it is sometimes published by a different company because audio rights are often licensed separately. Without those facts you cannot promote the audiobook, check its listings, or notice when it goes on sale. Check whether your publisher handles audio; if not, ask who holds the rights, who is producing and narrating, and what the ISBN and release date are. If you publish yourself, you are the audio publisher.

    Conditional: if applicable

    When
    As soon as an audiobook is scheduled, and again when the narrator, ISBN, or release date is set
    Who handles it
    Publisher and Designer or producer (Publisher or a separate audio publisher produces; author asks and records)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free

    Identifiers for Confirm audiobook narrator, producer, ISBN, and release date

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
  • Audit ebook front matter, links, navigation, and sample

    An ebook is software as much as a book, so before it goes on sale someone should open the final file on real devices and check the opening pages, every link, the table of contents, and the free sample. A broken table of contents or a sample that never reaches chapter one loses readers who would have bought the book. Your publisher normally converts and checks the file; ask for the final file or a preview and check it yourself. If you publish yourself, you do both.

    Conditional: if applicable

    When
    Before the ebook is released, once the final file exists, typically two to four weeks before the ebook publication date
    Who handles it
    Publisher (Publisher or self-publisher produces; author audits on real devices)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
  • Order and inspect a finished copy

    A finished copy is the book as it will be sold: final cover, final text, final binding, which is not the same as an advance copy or a printer's proof. Ordering one through a retailer, the way a reader would, shows both whether the book is right and whether ordering and delivery work. Your publisher normally sends author copies shortly before publication, but buy one yourself too, because nobody else is checking what a customer receives. If you publish yourself, order a proof before approving the book for sale.

    When
    As soon as finished copies exist, which is usually a few weeks before publication; preorder from a retailer so a copy arrives at or before launch
    Who handles it
    Author (Author orders; publisher sends author copies separately)
    Your part
    You normally do this yourself.
    Cost
    The price of one or two retail copies per format, plus shipping. Self-publishers also pay for a proof copy from the print-on-demand service.
    Last verified
    September 13, 2026
  • Inspect the finished book

    When a finished printed copy arrives, work through a fixed list instead of admiring it: scan the barcode, check the printed price, read the spine, read the copyright page line by line, spot-check the index, and try any printed web address. These are the faults readers and booksellers notice first, and each is cheap to catch now. Your publisher normally prints and proofs the book; inspect a copy and report anything wrong the same day. If you publish yourself, you correct the file and order a fresh proof.

    When
    Immediately upon receiving a finished copy, and again for each new format or printing
    Who handles it
    Author and Publisher (Author inspects and reports; publisher corrects)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Inspect the finished book

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
  • Make the ebook accessible

    An accessible ebook works with a screen reader, reflows for larger type, and can be navigated without a mouse. Since 28 June 2025 the European Accessibility Act requires this of ebooks sold in the EU, and Amazon, Apple, Kobo, and the library vendors now show accessibility details on the listing. The work is in how the EPUB is built (real headings, image descriptions, a navigable table of contents, no text locked in images), and the step most people miss is the metadata saying which features the file has. Traditionally published: ask who is responsible, then check the listing. Self-published: run the free checker and fix what it flags.

    When
    Before the ebook files are final, 1 to 3 months before publication; check the listing once the book is on sale
    Who handles it
    Publisher and Author (Publisher production builds the file and its metadata; a self-published author does both; either way the author checks the listing)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    The Ace by DAISY checker is free. Fixing a badly built file may cost a formatter's time.
    Last verified
    September 14, 2026

Distribution & Availability

Set up your print and ebook distributionConditionalMetadata or distributionEvery edition of your book is set up on the platforms that actually reach the buyers you want, and you can say which platform prints or sells each one. This is a decision about reach and cost, not a list of accounts to open.Twelve to three months before publication, once the ISBNs are settled and the files are close to finalAuthor and PublisherMake a judgment about fit, cost, or strategy.5 steps
  • Decide how wide your distribution needs to be

    There are three honest answers to how wide your book needs to go: Amazon only, Amazon plus the print trade that bookshops and libraries order from, or everywhere including the ebook stores Amazon does not own. Each answer costs something different in money, time, and admin. Decide first, then open only the accounts your answer needs. Nobody needs every platform, and an account you did not need is one more place your price and your metadata can go wrong.

    Conditional: when you are the publisher of record

    When
    While you are planning, before you open any publishing account
    Who handles it
    Author (Yours on a self-published route; on a hybrid route ask the press which accounts it already holds)
    Your part
    Make a judgment about fit, cost, or strategy.
    Cost
    Deciding costs nothing. Each platform publishes its own fees; check the current price on their page before you commit.
    Last verified
    September 15, 2026

    Identifiers for Decide how wide your distribution needs to be

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
  • Set up Amazon KDP for print and Kindle

    Kindle Direct Publishing (KDP) is Amazon's self-publishing platform: it sells the Kindle ebook and prints the paperback or hardcover when somebody orders one. Amazon's own page says KDP gives you free tools to publish and that a book appears in Amazon stores within 72 hours. Each format needs its own ISBN, and a free ISBN from Amazon can only be used on KDP, which is the one decision here you cannot undo cheaply. Set up each edition, check the proof, then approve.

    Conditional: when you are the publisher of record

    When
    Two to three months before publication, after the files are final and the ISBNs are assigned
    Who handles it
    Author (Author-publisher sets it up; on a hybrid route the press may hold the account)
    Your part
    You normally do this yourself.
    Cost
    Amazon's page says KDP provides free tools to self-publish; printing costs come out of the print royalty rather than being charged up front. Check the current terms on Amazon's page.
    Last verified
    September 15, 2026

    Identifiers for Set up Amazon KDP for print and Kindle

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
  • Set up IngramSpark for wide print distribution

    IngramSpark is Ingram's self-publishing arm, the business Ingram sells to authors who want their print book in the catalog most bookshops and many library suppliers order from. It is optional. An author selling mainly on Amazon does not need it; an author who wants a shop or a library to be able to order the book usually does. Its pages say signing up and uploading cost nothing, and that a United States publisher can take a free ISBN from IngramSpark or use one it owns. The money is in printing, shipping, and the services sold alongside them.

    Optional: when you want bookshops or libraries to be able to order the print book

    When
    Two to three months before publication, in time for the record to reach wholesalers before preorders
    Who handles it
    Author (Author-publisher decides and sets it up; nobody else will do it for you on these routes)
    Your part
    You normally do this yourself.
    Cost
    IngramSpark's pricing page says signing up and uploading cost nothing; printing, shipping, ebook conversion, and optional services are paid. Fees have changed more than once, so check the current price on their page.
    Last verified
    September 15, 2026

    Identifiers for Set up IngramSpark for wide print distribution

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
  • Set up an ebook aggregator beyond Amazon

    Amazon sells Kindle ebooks and nothing else. If you want the ebook in the stores Amazon does not own, an aggregator is the usual way: one account, one file, many stores. Draft2Digital is one, and its partners page lists Apple Books, Barnes & Noble, Kobo, Everand, Tolino, Vivlio, Gardners, Fable, and Bookshop.org, plus the library ebook services OverDrive, Hoopla, cloudLibrary, and BorrowBox. PublishDrive is another. This is optional, and it conflicts with any Amazon program that asks for Kindle exclusivity.

    Optional: when you want the ebook outside Amazon

    When
    Two to three months before publication, so the stores have time to list the ebook
    Who handles it
    Author (Author-publisher chooses the aggregator and the channels)
    Your part
    You normally do this yourself.
    Cost
    Draft2Digital's frequently asked questions page states a one-time activation fee of 20 USD, an annual maintenance fee of 12 USD for accounts earning under 100 USD a year, and commission of roughly 10 percent of retail price. Other aggregators price differently; check the current price on their page.
    Last verified
    September 15, 2026

    Identifiers for Set up an ebook aggregator beyond Amazon

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
  • Avoid double-listing the same ISBN

    Each edition should reach the trade through one route. Amazon's Expanded Distribution page says a book's ISBN must not have been submitted for distribution through another service, so the same ISBN enrolled there and set up for wide distribution at IngramSpark is a conflict by the platform's own rule. The symptoms are a duplicate or wrong listing, an odd availability status, or a shop that cannot order the book. Decide the route for each ISBN, write it down, and check the listings once they appear.

    Conditional: when you are the publisher of record

    When
    After the platforms are set up, and again at launch
    Who handles it
    Author (Author-publisher controls both settings, so only the author can create or clear this conflict)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 15, 2026

    Identifiers for Avoid double-listing the same ISBN

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
Confirm trade distribution and termsCoreMetadata or distributionA bookseller who wants to order your book can, through the wholesaler they already use, on terms they recognize. Availability is invisible until somebody tries to buy, and by then it is late.Twelve to three months before publication, before preorders openPublisher and Author and DistributorSomeone else may do it. Inspect the result yourself.4 steps
  • Confirm national or regional distribution arrangements

    Distribution is the arrangement that moves printed books from the printer to the bookstores, wholesalers and libraries that sell or lend them, and it decides which countries the book reaches and whether anyone presents it to buyers. An author who doesn't know the arrangement can't tell a shop how to order the book or fix an availability problem. Your publisher or press normally makes it; ask who distributes each format and where, and write the answer down. If you publish yourself, you choose these settings on your printing platform.

    When
    6 to 9 months before publication, before metadata goes to retailers
    Who handles it
    Publisher and Author and Distributor (Publisher or distributor arranges; author confirms and records)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Asking is free; distribution itself carries fees and discounts that vary by arrangement

    Identifiers for Confirm national or regional distribution arrangements

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
  • Confirm wholesaler availability

    Industry change: Baker & Taylor closed in early 2026.

    Most bookshops and many libraries order through a wholesaler, a company that holds stock from thousands of publishers and ships single copies quickly, rather than from publishers one at a time. A book missing from that ordering system is quietly unavailable to those accounts, and nothing on the retail pages shows the problem. Your publisher or distributor normally arranges this; ask which wholesalers carry each format and whether the record will be live before publication. A friendly bookseller or librarian can look it up and tell you what they see.

    When
    3 to 6 months before publication, before bookstore and library outreach
    Who handles it
    Publisher and Author and Distributor (Publisher or distributor arranges; author confirms)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Confirm wholesaler availability

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
    Baker & Taylor (closed)
    A former U.S. library wholesaler that closed in January 2026; this record is kept for history, not as a route to libraries.

    Older advice tells authors to get their book into Baker & Taylor, and following it now costs you time for nothing. The live question is which wholesaler each library uses today and whether your book is orderable there. Ask the library which wholesaler it uses now. Common current routes include Ingram, Brodart, and Bookazine, but the library's own answer controls. Traditionally and hybrid published authors normally ask the publisher or distributor which library wholesalers now carry the book. A self-publisher normally checks that Ingram availability is in place, since that is the usual route into library wholesale. The useful answer now is the name of a wholesaler through which a library can actually order your book.

    Nothing to record
  • Verify Ingram availability and metadata

    Ingram is the largest book wholesaler in the United States, and its record is what most bookshops check before ordering and what feeds many online stores and library suppliers. If the price, format or availability is wrong there, the error is copied outward, and the lost orders are rarely reported to you. You cannot see Ingram's system yourself. Your publisher or distributor normally supplies the data; ask when the records go live, or ask a bookshop to look the book up.

    When
    When records first appear, and again at launch
    Who handles it
    Publisher and Author and Distributor (Publisher or distributor feeds the data; author verifies through them or a bookstore)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Verify Ingram availability and metadata

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
  • Check returnability and trade discount

    Two settings decide whether a bookshop can make money on your book: the trade discount, the percentage off the cover price a shop pays, and returnability, whether unsold copies can be sent back for credit. Shops choose what to stock partly on those numbers, and a small discount or a no-returns setting is a common, unspoken reason for no. Your publisher or hybrid press normally sets these terms, so ask what they chose; if you published the book yourself, you chose them on your printing platform, so look them up.

    Conditional: for self-publishers

    When
    Before bookstore outreach, allowing time for changed terms to reach wholesaler systems
    Who handles it
    Author and Distributor (Self-publisher sets terms on the platform; hybrid author asks the press)
    Your part
    You normally do this yourself.
    Cost
    No fee to set terms; a deeper discount and accepted returns reduce income per copy and can create return costs
    Last verified
    September 13, 2026

    Identifiers for Check returnability and trade discount

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
Confirm library distribution routesConditionalMetadata or distribution, Library or catalogingLibraries can actually order your book through the channels they buy on, in the formats they lend. Asking a library to buy a book it cannot order through its own supplier wastes everyone's time.

Industry change: Baker & Taylor closed in early 2026.

Six to three months before publication, before you ask any library to buyPublisher and Author and DistributorSomeone else may do it. Inspect the result yourself.
5 steps
  • Baker & Taylor closed: check your library wholesaler

    Industry change: Baker & Taylor closed in early 2026.

    Baker & Taylor, long the largest U.S. library wholesaler, ceased operations in autumn 2025 and finished winding down in early 2026 (NISO, October 2025). Libraries now buy through Ingram, Brodart, Bookazine, and others; confirm which one each library you care about uses before you ask them to order. A purchase suggestion for a book missing from that system may go nowhere. Your publisher or distributor normally arranges library supply; ask which wholesalers carry the book, and ask a librarian to look it up and say what they see.

    Conditional: for library-facing books

    When
    Before library outreach begins
    Who handles it
    Publisher and Author and Distributor (Publisher or distributor supplies; author verifies through them or a librarian)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Baker & Taylor closed: check your library wholesaler

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
    Baker & Taylor (closed)
    A former U.S. library wholesaler that closed in January 2026; this record is kept for history, not as a route to libraries.

    Older advice tells authors to get their book into Baker & Taylor, and following it now costs you time for nothing. The live question is which wholesaler each library uses today and whether your book is orderable there. Ask the library which wholesaler it uses now. Common current routes include Ingram, Brodart, and Bookazine, but the library's own answer controls. Traditionally and hybrid published authors normally ask the publisher or distributor which library wholesalers now carry the book. A self-publisher normally checks that Ingram availability is in place, since that is the usual route into library wholesale. The useful answer now is the name of a wholesaler through which a library can actually order your book.

    Nothing to record
  • Verify GOBI availability for academic or professional books

    University and college libraries mostly choose and order books through one online platform, GOBI Library Solutions, run by the information company EBSCO, where subject specialists browse new titles and standing orders buy books matching an agreed description. If your book has a genuine scholarly or professional readership, being absent there means librarians won't meet it in their ordinary work; for a novel it doesn't matter. Books reach the platform through publisher and distributor supply, so ask whoever supplies your book whether the title is there.

    When
    Before academic library outreach begins
    Who handles it
    Publisher and Author and Distributor (Publisher, distributor, or vendor feed supplies; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Verify GOBI availability for academic or professional books

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    GOBI Library Solutions
    The platform academic libraries use to select and order print books and ebooks, run by EBSCO.

    This matters for scholarly, professional, and course-adoptable books, and for most trade fiction it does not, so you can stop here if your book is the second kind. For a book that does fit, being missing from the platform, or profiled under the wrong subject, is easy for academic libraries to overlook, because many of their selections come through it. Authors don't get accounts, so on every route the move is normally to ask rather than to act: a traditionally published academic author normally finds the publisher has this covered, while a hybrid or self-published author has to raise it with whoever handles distribution and may be told the book won't appear. Get a clear answer on whether the book is listed and whether library ebook licenses are available there.

    Nothing to record
  • Identify public-library acquisition channels

    Industry change: Baker & Taylor closed in early 2026.

    Public libraries order books through a small number of set channels: wholesalers for print, and lending platforms for ebooks and audiobooks. If your book isn't in one of them, a librarian who wants to buy it can't, which is the commonest reason library outreach goes nowhere. Check whether your publisher or distributor supplies those channels for each format; if not, your own distribution choices decide it. The answer becomes one sentence you can give any librarian.

    When
    Before library outreach begins
    Who handles it
    Publisher and Author and Distributor (Publisher or distributor sets up the channels; author identifies and records them)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free

    Identifiers for Identify public-library acquisition channels

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Baker & Taylor (closed)
    A former U.S. library wholesaler that closed in January 2026; this record is kept for history, not as a route to libraries.

    Older advice tells authors to get their book into Baker & Taylor, and following it now costs you time for nothing. The live question is which wholesaler each library uses today and whether your book is orderable there. Ask the library which wholesaler it uses now. Common current routes include Ingram, Brodart, and Bookazine, but the library's own answer controls. Traditionally and hybrid published authors normally ask the publisher or distributor which library wholesalers now carry the book. A self-publisher normally checks that Ingram availability is in place, since that is the usual route into library wholesale. The useful answer now is the name of a wholesaler through which a library can actually order your book.

    Nothing to record
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
  • Identify academic-library acquisition channels

    College and university libraries buy books through their own ordering systems and ebook packages rather than through ordinary bookshops, and this step is finding out which of those carry your book. A subject librarian who wants it but cannot find it in the system they order from will usually move on. Check whether your publisher or distributor supplies those channels; if not, the realistic route is faculty and librarians who can order a copy through a wholesaler.

    When
    Before academic library outreach begins
    Who handles it
    Publisher and Author and Distributor (Publisher or distributor sets up the channels; author identifies and records them)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Identify academic-library acquisition channels

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    GOBI Library Solutions
    The platform academic libraries use to select and order print books and ebooks, run by EBSCO.

    This matters for scholarly, professional, and course-adoptable books, and for most trade fiction it does not, so you can stop here if your book is the second kind. For a book that does fit, being missing from the platform, or profiled under the wrong subject, is easy for academic libraries to overlook, because many of their selections come through it. Authors don't get accounts, so on every route the move is normally to ask rather than to act: a traditionally published academic author normally finds the publisher has this covered, while a hybrid or self-published author has to raise it with whoever handles distribution and may be told the book won't appear. Get a clear answer on whether the book is listed and whether library ebook licenses are available there.

    Nothing to record
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
  • Verify ebook and audiobook library availability

    Industry change: Baker & Taylor closed in early 2026.

    Libraries lend ebooks and audiobooks through apps such as Libby and hoopla, which license copies under terms set separately from the consumer stores. A book on sale everywhere can still be absent from all of them, which makes it invisible to readers who only borrow. Your publisher or distributor normally arranges library licensing; ask which platforms carry each digital format and under what license, and check by searching a library app yourself.

    Conditional: if applicable

    When
    At launch, and whenever distribution or licensing changes
    Who handles it
    Publisher and Author and Distributor (Publisher or distributor licenses to library platforms; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Verify ebook and audiobook library availability

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Baker & Taylor (closed)
    A former U.S. library wholesaler that closed in January 2026; this record is kept for history, not as a route to libraries.

    Older advice tells authors to get their book into Baker & Taylor, and following it now costs you time for nothing. The live question is which wholesaler each library uses today and whether your book is orderable there. Ask the library which wholesaler it uses now. Common current routes include Ingram, Brodart, and Bookazine, but the library's own answer controls. Traditionally and hybrid published authors normally ask the publisher or distributor which library wholesalers now carry the book. A self-publisher normally checks that Ingram availability is in place, since that is the usual route into library wholesale. The useful answer now is the name of a wholesaler through which a library can actually order your book.

    Nothing to record
Create and test every purchase linkCoreEvery link you or anyone else sends a reader lands on a page where they can buy the right format of the right book. You have opened each one yourself, on a phone and on a computer.Three months before publication, and again on publication dayAuthor and Publisher and Website specialistYou normally do this yourself.3 steps
  • Create canonical buy links for each format

    This is one master list holding the single web address you have decided is correct for each format at each store. Your website, social profiles, newsletter, press kit and the back pages of the ebook all need buy links, and without a tested list each is built from whatever address was handy, so some lead to the wrong format or a dead page. The list is yours to build and keep on any route, even when your publisher has buy buttons of its own.

    When
    Before launch, once preorder links are live; update when formats are added
    Who handles it
    Author (Author builds and maintains)
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Create canonical buy links for each format

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
    BookBub Author Profile
    A free BookBub profile that lists your books and alerts your followers when you publish a new one.

    Claiming it gives you a follower list that receives automatic new-release notices, and it lets you correct the book titles, covers, descriptions, and retailer links readers see; left unclaimed, none of that is yours to fix. It is worth doing for any author whose books are sold as ebooks, and it does less for a print-only, academic, or picture book. It applies the same way on all three routes, whether a publisher or you released the book, and it is separate from any decision about paying for a Featured Deal or advertising, which claiming a profile does not enter you for. You're done when the profile is claimed, the photo and bio are current, and every book and retailer link is right.

    Add your BookBub profile link
  • Create or verify preorder links

    A preorder is an order a reader places before publication day and receives on release, and stores open those pages months ahead, as soon as they have the book's details. Early publicity needs somewhere to send people, so a page with the wrong price or date, or a format that quietly is not there, wastes attention you earned. Your publisher's data normally opens these pages; ask when to expect them, then check each one and collect the links. If you publish yourself, you switch preorders on at each platform.

    When
    As soon as preorders open, usually 3 to 6 months before publication
    Who handles it
    Publisher and Author (Publisher's feed opens preorders; author verifies and collects links; self-publisher sets them up)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
  • Test every purchase link on mobile and desktop

    This is the plain check of clicking every buy link you have published, on a phone and on a computer, and confirming each lands on the right format, edition and price. Links break invisibly: a store changes an address when a preorder page becomes a product page, a shortened link expires, a profile cuts off a long address. A reader who clicks a broken link rarely tries again. This one is yours on any route, or your web designer's, since a publisher tests its own site.

    When
    A week or two before launch, and again the day after
    Who handles it
    Author and Website specialist (Author or webmaster tests)
    Your part
    You normally do this yourself.
    Cost
    Free
Audit every retailer listingCoreMetadata or distributionEvery major store shows the right cover, title, contributors, description, date, price, format, and page count, with no duplicate or wrongly merged editions. You also know who controls each listing, so a correction goes to the right place.Three months before publication, in launch week, and at each later auditAuthor and PublisherSomeone else may do it. Inspect the result yourself.10 steps
  • Audit Amazon listing for each format

    Amazon builds a separate product page for every format of your book (print, ebook and audio) from data sent by whoever supplies it, so the pages often disagree with each other and with the book. Wrong prices, old covers and missing subtitles cost sales quietly, and formats that are not linked split your reviews. Reading those pages is your job on any route. Check whether your publisher handles corrections; if not, fix the fields in your own platform dashboard, and claim your Amazon Author Central profile either way.

    When
    30 to 60 days before launch, and again at launch
    Who handles it
    Author and Publisher (Author audits and controls Author Central; publisher or platform controls the listing data)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Audit Amazon listing for each format

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
  • Audit Barnes & Noble listing for each format

    Barnes & Noble is the largest bookstore chain in the United States, and its website lists most books in print, built from data that reaches it by a different path than Amazon's. A clean Amazon page therefore tells you nothing about this one, and an unavailable or special-order status here is what a store customer sees when they try to order. Read each format's page yourself. Check whether your publisher handles corrections; if not, fix print details at your print platform and digital details at their source.

    When
    30 to 60 days before launch, and again at launch
    Who handles it
    Author and Publisher (Author audits; publisher or platform controls the data)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026
  • Audit Bookshop.org listing and author association

    Bookshop.org is an online bookstore that passes a share of every sale to independent bookstores, and many authors link there rather than to a single large retailer. Its listings are built from wholesale data, so the job is confirming the book arrived and that all your books sit on one author page instead of being split by a spelling variant. Setting up your own free affiliate profile there is yours on any route. Check whether your publisher handles listing corrections; if not, fix them in your platform settings.

    When
    At launch, once the listing should be live
    Who handles it
    Author and Publisher (Author audits and owns the affiliate profile; publisher or platform controls the listing data)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026
  • Audit Google Books record and preview

    Google Books keeps a catalog record for most published books, gathered from publishers, libraries and other data suppliers, and those records feed ordinary Google searches and the panel beside your name. A wrong author, a duplicate record or a missing preview follows the book around the web and undercuts listings you already fixed. Check whether your publisher holds the Google Books Partner Center account and sends corrections there; if not, you can open one and manage your own records.

    When
    Before launch, then quarterly
    Who handles it
    Author and Publisher (Author audits; publisher or self-publisher controls the Partner Center account)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Audit Google Books record and preview

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Google Books
    Google's index of book records and previews, often the first thing a reader or librarian sees when they search your title.

    Because Google's web search draws on it, a wrong record here is visible to readers and librarians and gets cited in other databases, and an old edition or an advance file left previewable is the version people will read. Corrections go to whoever holds the partner account for the title rather than to the search result: traditionally and hybrid published authors normally ask the publisher or its distributor, once they have established which of the two holds it. If you publish the book yourself, you may hold the account, in which case the fix is yours to make. Search every edition by ISBN, check the core facts, and make sure any preview shows the current file.

    Add your Google Books link
    Google Books Partner Center
    The dashboard where a publisher or self-publisher submits book files, details, and preview settings to Google.

    Whoever holds this account controls the details, preview percentage, and price for your title, and nobody else can edit them, including you when the account belongs to your publisher. Traditionally and hybrid published authors normally ask whether the book is in a partner account, whose it is, and what preview percentage is set, and normally will not be given a login. If you publish the book yourself and want to reach Google Books and Google Play, you can open an account or reach Google through an aggregator, but opening a second account for a title that already lives in someone else's creates duplicate records that are tedious to untangle. Find out who holds the account so the first correction goes to someone who can act on it.

    Nothing to record
  • Audit Apple Books listing

    Apple Books is where people buy ebooks and audiobooks to read on Apple devices, and its listing is built from data supplied by your publisher or a distribution service, not by you. If the details are wrong, the two digital editions are not linked, or the free sample starts in the front pages instead of the book, those readers quietly go elsewhere. Check whether your publisher handles corrections; if not, send them through Apple Books for Authors or whichever service you used.

    Conditional: for ebooks and audiobooks

    When
    At launch, if a digital edition exists
    Who handles it
    Author and Publisher (Author audits; publisher, aggregator, or self-publisher controls the data)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 13, 2026
  • Audit Kobo listing

    Kobo sells ebooks and audiobooks and is strongest in Canada, the United Kingdom, Australia and parts of Europe, where it also runs the digital stores of several bookstore chains. If readers outside the United States matter to your book, a missing or wrong Kobo listing is a real loss that is hard to notice from home, and prices there are set country by country. Check whether your publisher handles corrections; if not, send them through Kobo Writing Life, Kobo's own self-publishing service, or the distribution service you used.

    When
    At launch, if a digital edition exists
    Who handles it
    Author and Publisher (Author audits; publisher, aggregator, or self-publisher controls the data)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026
  • Audit audiobook retailer listings

    Audiobooks are sold on their own set of stores, and each listing carries details a print listing does not: the narrator's name, the running time, and whether the recording is complete or shortened. Listeners choose by narrator and length, so a missing credit or a broken sample loses them, and the audiobook often releases on a different day from the print book. Check whether your publisher handles the audiobook and ask who takes corrections; if you produced it yourself, correct it through the platform or producer you used.

    Conditional: if applicable

    When
    At the audiobook release, which may differ from the print publication date
    Who handles it
    Publisher and Author (Audio publisher or distributor controls the data; author audits)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026
  • Check for duplicate or incorrectly merged editions

    Retailers and review sites gather a book's versions onto one page automatically, and that grouping fails in two directions: the same book listed twice, or your book combined with a different one sharing its title. Duplicates split your reviews, so each page looks thinner than the book deserves, and a wrong merge shows readers someone else's complaints. Check whether your publisher requests the fix; if not, ask through your platform's support route and, on Goodreads, its volunteer librarians.

    When
    At launch and quarterly, and after any new edition or format
    Who handles it
    Author and Publisher (Author checks; publisher or platform requests the fix)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Check for duplicate or incorrectly merged editions

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Goodreads Author Program
    The free way to claim the Goodreads profile that is created automatically once a book under your name enters its database.

    The profile exists whether or not you claim it, so leaving it alone means the picture, biography, and book list readers see are whatever the database assembled, and a book by a different writer with your name can end up attached to you. Reader reviews and ratings sit outside your control by design, and claiming the profile does not change that. All three routes do the same thing here; what differs is how the book record arrives in the first place, normally through the publisher's data for a traditionally published book, and through your platform or a volunteer Goodreads Librarian for a self-published one. You're done when the profile is claimed and every edition is grouped under the right work and author.

    Add your Goodreads author page link
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
  • Check every major book listing

    This is the launch-day pass that ties the separate store checks together: in one sitting, compare nine facts (cover, title, subtitle, the people credited, description, publication date, price, format and page count) against your own master record on every major listing. Listings disagree with each other more often than they are plainly wrong, and a subtitle present on three sites and missing from two fragments search results. Do the pass yourself, then check whether your publisher handles corrections; if not, fix each one at its source.

    When
    At launch
    Who handles it
    Author and Publisher (Author checks; publisher or platform corrects)
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Check every major book listing

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
  • Track listing corrections

    Every listing your book has is controlled by someone, and it is rarely the site you are looking at, so this is a running log: the listing, the error, the correct value, who controls it, when you asked and what happened. Corrections take weeks and pass through people who aren't thinking about your book, so without a log the same error gets reported twice or sent to someone who can't fix it. Keeping the log is yours on any route, whoever ends up making each fix.

    When
    Ongoing, from the first correction request onward
    Who handles it
    Author (Author keeps the log; publisher, platform, or library makes the fix)
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Track listing corrections

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record

Trade Reviews & Advance-Copy Platforms

Build the trade-review planRecommendedPublicity or marketingYou have a written list of the outlets worth approaching for this specific book, each with its deadline, its route, and who is sending. Most trade review windows close months before publication and do not reopen.Twelve to six months before publication, before any deadline closesPublisher and Author and PublicistSomeone else may do it. Inspect the result yourself.4 steps
  • Build the trade review submission plan

    Trade reviews are the prepublication reviews booksellers and librarians read, and this plan is a written list of which outlets your book goes to, who sends it, by which route, and by when. Most outlets want a copy four to six months ahead, and once a window closes the book is not considered. Your publisher's publicity team normally builds and runs this plan; ask which outlets it covers and which are left to you. If you self-publish, the plan is yours.

    When
    6 to 9 months before publication, before the earliest trade review deadline passes
    Who handles it
    Publisher and Author and Publicist (Publisher or publicist builds and executes; author verifies coverage and fills gaps)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    The plan itself costs nothing; individual routes may carry fees

    Choose from the directory

    Set a status on any outlet and it joins this step.

    Review outlets and trade publications
    My statusOutletWhen
    Publishers Weekly
    Booksellers, librarians, agents, and publishing professionals

    Adult titles three months, preferably four, before the first day of the publication month; children's titles at least four months before publication

    BookLife submission to Publishers Weekly
    Booksellers, librarians, and publishing professionals who read Publishers Weekly

    Before or after publication; allow six to twelve weeks for a decision, so submit at least three months before you need a review in hand

    BookLife Reviews
    Independent authors who want a professional review on a known timeline; readers and retailers who see the published review

    Any time before or after publication; allow six weeks for delivery, or four weeks with the expedited option, plus up to one week of slack

    Booklist
    Public and school librarians selecting books and audiobooks

    Prepublication. Booklist's current guidelines are not publicly readable, so no lead time is stated here. Do not calculate a deadline from a third-party figure.

    Library Journal
    Public and academic librarians buying adult books

    Review copies should arrive about 6 months before publication

    School Library Journal
    School and public youth librarians selecting books for children and teens

    Not stated on the official submissions page. Submit before publication, but do not calculate a deadline from a third-party figure.

    Kirkus Reviews (editorial program)
    Booksellers, librarians, agents, film and rights scouts, and book media

    Digital galley at least four to five months before the publication date

    Kirkus Indie
    Independent authors and publishers who want a Kirkus-branded review; readers and retailers who see the published review

    Any time before or after publication; allow seven to nine weeks for standard delivery, or four to six weeks for express

    Foreword Reviews magazine
    Booksellers and librarians who follow independent and university press publishing

    At least four and a half months before publication; late submissions are not considered

    Foreword Clarion Reviews
    Independent authors and publishers who want a professional review; booksellers, librarians, and readers who encounter the licensed review

    Any time, including backlist. The official page says the four to six week turnaround starts when your book arrives. That is delivery time, not a deadline.

    Choice Reviews
    Academic librarians and faculty selecting for undergraduate and college collections

    Send a finished copy as soon as it is available and within three months of publication

    Midwest Book Review
    Community and academic librarians, booksellers, and general readers of its online review publications

    Primarily after publication for finished print books; allow 12 to 14 weeks for the free track. Prepublication files are accepted only with the $50 Reader Fee and take about 10 to 12 weeks.

    AudioFile Magazine (now part of Kirkus Reviews)
    Librarians, audiobook producers, and listeners who follow audiobook reviews

    Not published for audiobooks. Kirkus states a 4 to 5 month lead time for digital galleys and ebooks, but that line is not written about audio, so do not calculate an audiobook deadline from it.

    The Horn Book
    Children's and young adult librarians, educators, and booksellers

    In advance of the publication date, preferably three months, in the words of the official page

    Bulletin of the Center for Children's Books
    Children's and young adult librarians, educators, and award committees

    Review copies at least three months before the publication date

    NetGalley
    Reviewers, librarians, booksellers, educators, and media who read prepublication copies

    List the title several months before release so review journals, library programs, and early readers can use it; four months or more is typical

    Edelweiss+
    Booksellers, librarians, publisher sales reps, and media who use Edelweiss+ catalogs

    Build into the prepublication sales cycle; post the DRC when the season's catalog goes live, typically four to six months before publication

    LibraryReads
    Public library staff and the adult readers they recommend to

    Galley on Edelweiss+ or NetGalley at least two months before publication; nominations close on the first day of the month before the publication month

    Identifiers for Build the trade review submission plan

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    NetGalley
    The main platform for giving reviewers, librarians, and booksellers a secured digital review copy before publication.

    This decides who can read your book before it is out and how early, and feedback posted through it frequently reappears as reviews on Goodreads and retailers around publication. Traditionally and hybrid published authors normally ask whether the book will be listed, when the listing goes live, how long it stays up, and who approves requests, and a hybrid author should confirm who is paying. If you publish the book yourself, this is a real expense you choose, and it needs an approval plan, a plan for reading the feedback, and enough lead time, typically three to six months before publication, to be worth anything. Record the listing dates and check that the description and review file match the book you intend people to read.

    Add your NetGalley listing link
    Edelweiss+
    The digital catalog where booksellers, librarians, and reviewers see forthcoming books, months before publication.

    Buyers deciding what to stock and librarians deciding what to buy often see your book here first, so the description, the author biography, and the comparison titles in that listing do their work long before anyone has read the book. It displays what the publisher's feed and catalog team supply, so it is a downstream view rather than a source, and a mistake in it came from upstream. Traditionally and hybrid published authors normally ask which catalog the book sits in and to see the listing before buyers do, and a hybrid author should confirm the publisher has an account at all; a self-published book appears only if a distributor lists it, and titles published through IngramSpark don't appear automatically. Check the listing against your own record, especially the description, biography, comparison titles, and publication date.

    Add your Edelweiss+ listing link
  • Prepare for the LibraryReads nomination window

    LibraryReads is a monthly list of ten books for adult readers that public library staff across the United States most enjoyed reading in advance. Library staff do the nominating, and they vote only on early copies found on NetGalley or Edelweiss, so what gives your book a chance happens months before the deadline. Your publisher normally makes that early copy available; ask whether the title is eligible and whether the copy will be up before the deadline for your publication month. Books for children and teenagers are not eligible.

    Conditional: for eligible adult titles

    When
    Several months before publication, ahead of the monthly nomination deadline for your publication month
    Who handles it
    Publisher and Author and Publicist (Publisher makes the advance copy available and promotes awareness; library staff nominate; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026

    Identifiers for Prepare for the LibraryReads nomination window

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    NetGalley
    The main platform for giving reviewers, librarians, and booksellers a secured digital review copy before publication.

    This decides who can read your book before it is out and how early, and feedback posted through it frequently reappears as reviews on Goodreads and retailers around publication. Traditionally and hybrid published authors normally ask whether the book will be listed, when the listing goes live, how long it stays up, and who approves requests, and a hybrid author should confirm who is paying. If you publish the book yourself, this is a real expense you choose, and it needs an approval plan, a plan for reading the feedback, and enough lead time, typically three to six months before publication, to be worth anything. Record the listing dates and check that the description and review file match the book you intend people to read.

    Add your NetGalley listing link
    Edelweiss+
    The digital catalog where booksellers, librarians, and reviewers see forthcoming books, months before publication.

    Buyers deciding what to stock and librarians deciding what to buy often see your book here first, so the description, the author biography, and the comparison titles in that listing do their work long before anyone has read the book. It displays what the publisher's feed and catalog team supply, so it is a downstream view rather than a source, and a mistake in it came from upstream. Traditionally and hybrid published authors normally ask which catalog the book sits in and to see the listing before buyers do, and a hybrid author should confirm the publisher has an account at all; a self-published book appears only if a distributor lists it, and titles published through IngramSpark don't appear automatically. Check the listing against your own record, especially the description, biography, comparison titles, and publication date.

    Add your Edelweiss+ listing link
  • Identify subject-matter journals and trade publications

    For a book on a specialized subject, this is a list of the journals, professional magazines, and field publications that review or cover new books, and how each accepts submissions. Their readers are exactly the people your book was written for, and a review there often carries more weight with that audience than a general review does. You normally build this list yourself on every path, because you know the field better than the publicity team does; agree with your publisher or publicist who sends copies where.

    Recommended: for specialized nonfiction

    When
    6 months before publication, so slow-moving journals receive copies in time
    Who handles it
    Author and Publisher and Publicist (Author builds the list; publisher or publicist sends copies where agreed)
    Your part
    You normally do this yourself.
    Cost
    Research is free; review copies and postage cost whatever they cost
  • Identify regional media and local review outlets

    This is a list of the newspapers, magazines, public radio stations, and local book sites in the places you have a genuine connection to, along with how each one covers local authors. Local coverage is the coverage most authors can actually get, and it sells books, fills event seats, and gives you coverage you can point to in later pitches. You normally build this list yourself on every path, because you know the places; if you have a publicist, hand it over and agree who pitches which outlet.

    When
    3 to 5 months before publication, earlier for monthly magazines
    Who handles it
    Author and Publicist (Author builds the list; publicist pitches where hired)
    Your part
    You normally do this yourself.
    Cost
    Free
Decide on paid and advance-copy servicesOptionalPublicity or marketingYou have decided, on purpose and with the current prices in front of you, which paid reviews and advance-copy platforms fit your goal and budget. These are real costs with no guaranteed return.Six to three months before publication, before the money is spentAuthor and PublisherMake a judgment about fit, cost, or strategy.4 steps
  • Decide on a Kirkus Indie review

    Kirkus Indie is the paid review arm of Kirkus Reviews: the fee secures a professional review, not a favorable one, and you choose whether it is published on the Kirkus site. Deciding on purpose matters because the money is easy to spend and hard to recover, and librarians and booksellers notice when a paid review is presented as an editorial one. This is normally a decision for hybrid and self-published authors, since a traditionally published book can go through the free editorial program.

    When
    Before launch, timed so the review arrives ahead of the campaign that will use it, or at any point for a backlist campaign
    Who handles it
    Author and publisher together (Author or publisher decides and pays; usually the self-publisher)
    Your part
    Make a judgment about fit, cost, or strategy.
    Cost
    A per-review fee that varies by length and turnaround, typically several hundred dollars; confirm the current price on the Kirkus Indie page
    Last verified
    September 13, 2026
  • Decide on a Clarion review

    Clarion Reviews is the paid review service run by Foreword Reviews: you pay a fee and receive a professional review, and the fee buys the review, not a good one. It is worth deciding in advance what you would do with a strong review and whether you can absorb a weak one. This is normally a decision for hybrid and self-published authors; a traditionally published book usually has free editorial routes instead. Record it as a paid review and quote it as Clarion, not Foreword magazine.

    When
    Based on the campaign timeline; order early enough for the review to arrive before it is needed
    Who handles it
    Author and publisher together (Author or publisher decides and pays)
    Your part
    Make a judgment about fit, cost, or strategy.
    Cost
    A per-review fee, typically several hundred dollars, varying by turnaround; confirm the current price on the Clarion page
    Last verified
    September 13, 2026
  • Create or verify the NetGalley campaign

    NetGalley is a website where librarians, booksellers, educators, and reviewers request digital advance copies of books that are not yet published. It is not a review outlet, but for many books it is the main way an advance copy reaches hundreds of professional readers, and the early reviews often follow. Your publisher normally runs the listing through its own account; ask when it goes live, how long it stays up, and how requests are handled. Self-published authors arrange and pay for the listing themselves.

    When
    3 to 6 months before publication, running through launch
    Who handles it
    Publisher and Author and Publicist (Publisher or publicist runs the listing; self-published author lists through an author plan or co-op)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Covered by the publisher's account on the traditional path; author plans and co-op listings carry fees that vary by route and duration
    Last verified
    September 13, 2026

    Identifiers for Create or verify the NetGalley campaign

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    NetGalley
    The main platform for giving reviewers, librarians, and booksellers a secured digital review copy before publication.

    This decides who can read your book before it is out and how early, and feedback posted through it frequently reappears as reviews on Goodreads and retailers around publication. Traditionally and hybrid published authors normally ask whether the book will be listed, when the listing goes live, how long it stays up, and who approves requests, and a hybrid author should confirm who is paying. If you publish the book yourself, this is a real expense you choose, and it needs an approval plan, a plan for reading the feedback, and enough lead time, typically three to six months before publication, to be worth anything. Record the listing dates and check that the description and review file match the book you intend people to read.

    Add your NetGalley listing link
  • Check the Edelweiss listing and review copy

    Edelweiss (full name Edelweiss+) is the online catalog publishers use to show bookstore buyers and librarians what they will publish in the months ahead, with a digital review copy often attached. Those buyers order three to six months before publication, so a missing listing or an out-of-date cover reaches them instead of your book. Your publisher or distributor normally builds the listing; check it yourself and ask about anything wrong or missing. Self-published titles usually appear only through a distributor that uses the platform.

    When
    3 to 6 months before publication, as part of the prepublication sales cycle
    Who handles it
    Publisher and Author (Publisher or authorized marketer lists; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free for the author; the publisher pays for its Edelweiss account
    Last verified
    September 14, 2026

    Identifiers for Check the Edelweiss listing and review copy

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Edelweiss+
    The digital catalog where booksellers, librarians, and reviewers see forthcoming books, months before publication.

    Buyers deciding what to stock and librarians deciding what to buy often see your book here first, so the description, the author biography, and the comparison titles in that listing do their work long before anyone has read the book. It displays what the publisher's feed and catalog team supply, so it is a downstream view rather than a source, and a mistake in it came from upstream. Traditionally and hybrid published authors normally ask which catalog the book sits in and to see the listing before buyers do, and a hybrid author should confirm the publisher has an account at all; a self-published book appears only if a distributor lists it, and titles published through IngramSpark don't appear automatically. Check the listing against your own record, especially the description, biography, comparison titles, and publication date.

    Add your Edelweiss+ listing link
Submit to relevant trade-review outletsRecommendedPublicity or marketingEvery outlet on your plan has either received the book or been ruled out, and you know which. On a traditional route your job is usually to confirm your publisher sent it; on your own, you are the sender.Six to three months before publication, against each outlet's own deadlinePublisher and Author and PublicistSomeone else may do it. Inspect the result yourself.9 steps
  • Submit or verify submission to Publishers Weekly

    Publishers Weekly is the weekly magazine of the American book business, read by the booksellers and librarians deciding what to stock and buy, and its editors review only a fraction of what they receive. A review there is copied into the ordering databases shops and libraries use, and the deadline is counted back from the first day of your publication month, so it falls earlier than most authors expect. Your publisher normally submits through the publisher system; ask which route was used and when. Self-published authors submit through BookLife.

    When
    Preferably 4 months before the first day of the publication month; at least 3 months for adult titles and 4 for children's and young adult titles
    Who handles it
    Publisher and Author and Publicist (Publisher or publicist submits for traditional titles; self-published author submits through BookLife)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free through the publisher route; the BookLife route to PW carries a submission fee under current rules (confirm the amount on the BookLife page)
    Last verified
    September 13, 2026
  • Submit or verify submission to Booklist

    Booklist is the review magazine of the American Library Association, read by public and school librarians deciding what to buy and recommend. Its editors review only a portion of what publishers send them, and only books they recommend for library purchase, so a review there is itself a signal to libraries. Your publisher normally submits, and Booklist's guidelines have asked for copies at least fifteen weeks before publication; ask your publicist whether it went and when. If you self-publish, read the current guidelines before sending anything.

    Recommended: for library-facing titles

    When
    At least 15 weeks before publication, then verify the current rule on the guidelines page
    Who handles it
    Publisher and Author (Publisher submits; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026
  • Submit or verify submission to Library Journal

    Library Journal is the trade magazine for the public and academic librarians who buy books for adult readers, and its editors choose what to review from what publishers send. Its guidelines ask for review copies about six months before publication, the longest lead of the major outlets and often earlier than an author has thought about reviews at all. Your publisher normally sends the copies; ask early whether Library Journal is on the list and when the copies went. If you self-publish, read the current submission page first.

    Recommended: for adult library-facing titles

    When
    Review copies should arrive about 6 months before publication
    Who handles it
    Publisher and Author (Publisher or authorized submitter sends; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026
  • Submit or verify submission to School Library Journal

    School Library Journal is the trade magazine for school and youth-services librarians, and it is the most consulted review source for books aimed at children and teenagers. Its editors choose what to review from what publishers send before publication, and the lead times vary by category, so the current submissions page is the only reliable source for your date. Your publisher normally sends the copies; ask whether the book is on its list and note the date. If your book is for adults, this one does not apply.

    Conditional: for youth library-facing titles

    When
    Prepublication; confirm the current category-specific lead time on the submissions page
    Who handles it
    Publisher and Author (Publisher or authorized submitter sends; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026
  • Submit or verify submission to Kirkus editorial consideration

    Kirkus Reviews runs two things under one name: a free editorial program, where publishers submit an early digital copy and the editors decide whether to review, and Kirkus Indie, a paid service. This item is the free one, and its guidelines ask for that copy four to five months before publication, months before most authors think about reviews. Your publisher normally submits; ask your publicist whether the copy went and when. Self-published titles are not accepted into the editorial program, which leaves the paid Indie route.

    When
    Digital galley 4 to 5 months before publication
    Who handles it
    Publisher and Author (Publisher submits; author verifies. Not open to self-published titles)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    The editorial program is free; Kirkus Indie is a separate paid service
    Last verified
    September 13, 2026
  • Confirm the Foreword Reviews submission

    Foreword Reviews is a trade magazine devoted to books from independent publishers, university presses, and qualifying independent authors; you submit, the editors decide, and most submissions are not reviewed. Reviews that do run are licensed into the databases libraries and bookstores use, and the magazine asks for submissions at least four and a half months before publication. On the hybrid path your press normally submits, so ask; if you self-publish, check the current guidelines and submit yourself. Magazine consideration is free; Clarion Reviews is Foreword's separate paid service.

    Recommended: for eligible independent titles

    When
    At least 4.5 months before publication
    Who handles it
    Publisher and Author (Independent or university press submits; qualifying authors may submit their own)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Magazine consideration is free; Clarion Reviews is a separate paid service
    Last verified
    September 13, 2026
  • Submit or verify submission to Choice

    Choice Reviews is published by a division of the American Library Association and exists to help academic librarians decide what to buy for college collections. Its subject editors choose what to review from what publishers send, and most books are not reviewed, but for a scholarly or professional book it reaches buyers almost nothing else does. Your publisher normally submits, around publication rather than months ahead; ask whether Choice is on its list, particularly at a general trade house. This applies only to academic and professional books.

    Specialized: for academic titles

    When
    Send promptly around publication; verify the current format and subject rules first
    Who handles it
    Publisher and Author (Publisher submits; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026
  • Confirm a children's review submission

    The Horn Book and the Bulletin of the Center for Children's Books are the two specialist review sources for books for children and teenagers, read closely by youth librarians, teachers, and award committees. Both decide for themselves what to review, and both want copies well before publication, so a late copy is simply not considered. Your publisher normally submits; ask whether both outlets are on its list for your book and when the copies went. If you self-publish, read each outlet's current policy before sending anything.

    Conditional: for youth titles

    When
    Prepublication; confirm the current lead time for each outlet
    Who handles it
    Publisher and Author (Publisher submits; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 13, 2026
  • Submit or verify submission to AudioFile

    AudioFile Magazine was the specialist review outlet for audiobooks, judging narration and production as well as the writing, and librarians who buy audio used it to choose. In 2026 its coverage moved into Kirkus, and the old AudioFile submissions address now points to Kirkus's audiobook page. Whoever produced the audiobook normally submits, and that may not be your print publisher, so find out who it is and ask them to confirm the current route on Kirkus's publisher submission guidelines before sending anything. If you produced the audiobook yourself, you're the one who submits.

    Conditional: for audiobooks

    When
    Before or near the audiobook release
    Who handles it
    Publisher and Author and Publicist (Audio publisher or publicist submits; author verifies, or submits when self-producing)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 15, 2026
Track and use review resultsRecommendedYou have one record of what went where, what came back, and which lines you are actually allowed to quote. Review text belongs to the outlet that published it.From the first submission onward, and whenever a review appearsAuthor and PublicistYou normally do this yourself.3 steps
  • Record every review submission and route

    A submission log is one table with a row for every place your book was sent for review: the outlet, who sent it, by which route, on what date, and whether it was free consideration, a paid review, or a reader platform. Submissions are made by several people over several months, so without one list books get sent twice, outlets get skipped, and nobody can say where the book went. You normally keep this log yourself on every path; ask your publicist for their dates and copy them in.

    When
    At the moment of each submission, starting with the first galley
    Who handles it
    Author and Publicist (Author keeps the log; publicist contributes its submissions)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Record every review result

    This is the second half of your review log: for each outlet you submitted to, record what happened, save a link and a copy of any review that ran, and pull out the short quotes you are cleared to use. Pages move and paywalls appear, so a review you didn't save can become one you can't quote. You normally keep this file yourself on every path; on the traditional path your publisher usually sees reviews first, so ask to be copied on each one.

    When
    Ongoing, as each result arrives; close open rows after a reasonable interval
    Who handles it
    Author and Publicist (Author keeps the record; publicist and publisher forward results)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Confirm review quotation rights

    A review is the outlet's copyrighted work, so reproducing more than a brief quotation in your marketing needs a look at that outlet's reprint policy first. Using long review text without permission can bring a takedown request or a bill at the worst moment, and it strains the relationship with an outlet you want reviewing your next book. Your publisher normally clears cover and catalog quotes; ask before reproducing anything at length in your own materials. If you publish the book yourself, every use is yours to check.

    When
    Before publication of any marketing copy that uses more than a brief excerpt
    Who handles it
    Author and Publisher (Publisher handles cover and catalog quotes on the traditional path; author handles own materials on every path)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Short quotation is usually free; some outlets charge for reprint licenses and logo use
    Last verified
    September 14, 2026

Libraries

Prepare the library pitchConditionalLibrary or catalogingYou have one page a librarian can act on: the identifiers, formats, price, availability route, and any professional reviews, in the order a selector reads them. Librarians decide from data, not from enthusiasm.Three months before publication, before you contact any libraryAuthor and PublicistYou normally do this yourself.2 steps
  • Create a library-ready book information sheet

    A library-ready information sheet is one page written for the library staff who decide what to buy, rather than for readers or booksellers. It answers their questions in a glance: what the book is, who it is for, whether it has been reviewed, and how to order it. You or a publicist normally build this on every route, since publisher sell sheets are aimed at booksellers. Ask your publisher for any book details you do not already hold.

    When
    Before library outreach begins, and updated as reviews arrive
    Who handles it
    Author and Publicist (Author or publicist writes; publisher supplies metadata on request)
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Create a library-ready book information sheet

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    BISAC Subject Headings
    The standard list of subject category codes used in the United States and Canada to decide where a book is filed and shelved.

    These codes decide which category paths your book lands in on retailer sites and, in a physical store, often which section it is shelved in, so a wrong or retired code can leave readers unable to find it by browsing. The codes travel inside the metadata feed, so one choice reaches many channels at once. Traditionally and hybrid published authors normally ask which codes were assigned and raise a concern if the book has landed somewhere wrong; if you publish the book yourself, you choose them in your platform's category fields. Record the current codes assigned to the book and check that they describe what the book honestly is.

    Add your BISAC code
    LCCN and the PCN program
    A free Library of Congress catalog number you can print on the copyright page, if you request it before the book is published.

    A number printed in the book makes it easier for a library cataloger to match your book to a catalog record, and that is the whole benefit. It is worth being clear about what it isn't: having one doesn't mean the Library of Congress holds your book, it doesn't oblige any library to buy or catalog it, and it isn't copyright registration. Traditionally and hybrid published authors normally ask whether a number was requested, often as part of the publisher's Cataloging in Publication request, and record it when it arrives; a United States self-publisher who meets the program's rules normally applies through the Author Portal before the book is printed. Record the number, print it in the form the Library specifies, and send the required finished copy after publication.

    Add your LCCN
  • Collect professional review links for librarians

    Professional reviews are the ones published in the journals library staff read, and many library buying policies name those journals specifically. Keeping a short list of them, with the outlet, the date, a link, and a sentence or two of excerpt, gives a librarian something they can verify before ordering. Your publisher normally receives trade reviews first; ask to be sent each one, and keep the library list yourself.

    Conditional: for library outreach

    When
    As reviews publish, starting before publication for trade outlets
    Who handles it
    Author and Publicist (Author or publicist maintains; publisher forwards trade reviews)
    Your part
    You normally do this yourself.
    Cost
    Free
Research and contact relevant librariesConditionalYou have found each library system's actual policy, used the route it publishes, and recorded what you sent and what happened. The process is the strategy here.After publication, and only through each library's own processAuthor and PublicistYou normally do this yourself.4 steps
  • Research each library's purchase-suggestion or author-submission policy

    Most public library systems publish how they want to hear about a new book, whether that is a suggestion form for cardholders, a local author process, or a plain statement that they accept no author submissions. Reading the policy first and following it exactly is what gets your book evaluated rather than ignored. This is normally your own work or a publicist's on every route, because publishers do not research individual library policies.

    When
    Before contacting any library
    Who handles it
    Author and Publicist (Author or publicist researches; libraries set the rules)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Submit through library purchase-suggestion forms where eligible

    A purchase suggestion form is how a library invites its community to recommend a book, and where the library's own policy allows an author to use it, it is the cleanest way into their buying process. Filled in accurately, once per library system, with the ISBN (International Standard Book Number), any professional reviews, and how the library can order, it takes staff about a minute to evaluate. Organized campaigns of identical suggestions are recognized at once and count against you.

    When
    Post-publication, once the book is orderable
    Who handles it
    Author and Library cataloger (Author submits where allowed; readers may submit under library rules)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Ask librarians for the right process

    Some libraries publish no policy on how authors should tell them about a new book, so the way in is a short note to the right librarian asking how they prefer to hear about titles like yours. Asked well, it gets you a process to follow; pitched badly, it gets you remembered for the wrong reason. This is normally your own work or a publicist's on every route, because publishers reach libraries through wholesalers and reviews rather than title by title.

    When
    Post-publication, after the policy research and the information sheet are done
    Who handles it
    Author and Publicist (Author or publicist writes; the librarian sets the process)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Track library systems contacted, forms used, and outcomes

    Library outreach happens slowly and in scattered pieces, so this is one log with a row for each library system: how you approached them, when, what you sent, and what happened. Without it you cannot tell who already declined and who quietly bought the book, and the commonest mistake is approaching the same library twice. You normally keep this on every route; if a publicist does library outreach for you, ask for their log when the work ends.

    When
    Ongoing, from the first library contact
    Who handles it
    Author and Publicist (Author keeps the log; publicist contributes)
    Your part
    You normally do this yourself.
    Cost
    Free
Monitor reported library reachOptionalYou check the public catalogs now and then and keep a dated note of what they reported. Holdings data is partial and slow, so it is a rough picture rather than a score.Quarterly after publication, then once a yearAuthorCheck again on a schedule, or after something changes.2 steps
  • Monitor reported library holdings

    A holding is a library's statement that it owns a copy of your book, and WorldCat, a shared catalog, shows roughly how many libraries report holding each edition. Checking that count on a schedule and writing it down with the date shows whether your outreach and your reviews led anywhere. You normally do this yourself on every route, because publishers rarely track holdings for a single title. Digital editions have to be checked in the lending apps instead.

    When
    Monthly after launch for the first few months, then quarterly
    Who handles it
    Author (Author monitors; libraries report)
    Your part
    Check again on a schedule, or after something changes.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Monitor reported library holdings

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    WorldCat
    The shared library catalog where member libraries report which books they hold, free for anyone to search.

    Catalogers reuse records from here, so an error in one record tends to spread, and a missing record, a duplicate, or one record that mixes two formats makes your book harder for a library to order correctly. No author on any route can edit a record. Traditionally and hybrid published authors normally send the correction to the publisher's metadata team or distributor, and a self-published author normally goes to their platform, or to a library that holds the book and can report the problem. Record the OCLC number for each edition, note any error, and remember that public holdings counts are incomplete and delayed.

    Add your OCLC number
    OCLC information for authors
    OCLC's short help page explaining how library records for your book are made and who is able to change them.

    Reading it before you write to anyone saves you sending a correction to a party who cannot act on it, which is the usual reason nothing happens. It is guidance and not a form: there is no way to add a book to the shared library catalog by asking, and there are no author profiles there. Every route does the same thing here, which is read first; normally a metadata error goes to the publisher's metadata team for a traditionally or hybrid published book and to the platform or distributor for a self-published one, while a duplicate or merged record goes to a holding library or to OCLC. Identify the party that can act, then send a request naming the record number, wrong field, correct value, and supporting source.

    Nothing to record
  • Save useful library evidence

    Library catalogs often show publicly how many copies a system bought, which branches hold them, and how many readers are waiting. Those details disappear as the catalog changes, so a dated screenshot and the link turn a passing moment into evidence for an award entry, a grant application, or the next book's proposal. Capture it when you see it, on any route, and only where it is public. Cite it accurately and never as more than it is.

    When
    Ongoing, whenever a catalog shows something notable
    Who handles it
    Author (Author captures; only public catalog information)
    Your part
    You normally do this yourself.
    Cost
    Free

Awards

Build the award planConditionalYou have a calendar of the programs your book is genuinely eligible for, with each one's fee, copy requirement, and exact cycle, and you have chosen which are worth entering. Eligibility usually runs on publication year, so a late start closes doors permanently.Twelve to six months before publication, because eligibility windows close earlyAuthor and Publisher and PublicistMake a judgment about fit, cost, or strategy.9 steps
Enter and track awardsConditionalEvery entry is recorded with its category, fee, confirmation, and the copies you sent, and every outcome is recorded separately, including the ones that went nowhere. Award cycles are slow and you will not remember.At each program's deadline, then as results are announcedAuthor and PublicistYou normally do this yourself.2 steps
  • Enter the award and save the details

    Entering an award produces several pieces of paper: a submitted form, a payment receipt, a confirmation email or number, and proof of the copies sent. Saving them together, per entry, at the moment you enter is what turns a program saying it has no record of your book into a problem you can solve. Keep this record yourself; if your publisher makes an entry, ask it for the program, category, cycle, and date so your list is complete.

    When
    At the moment of each entry
    Who handles it
    Author and publisher together (Whoever enters keeps the record; author holds the master list)
    Your part
    You normally do this yourself.
    Cost
    Entry fees and shipping vary by program
    Last verified
    September 13, 2026
  • Record every award result

    Award results are announced in stages with specific words: a longlist is the first cut, a shortlist is the smaller group chosen from it, a finalist is in the last group, and most entries receive nothing at all. Those words travel into your biography, book description, and press coverage, where claiming more than happened gets noticed. Record each result in the program's own words, with the date and a link, and ask your publisher for the results of its entries, including the ones that came to nothing.

    When
    As each program announces results, and at each program's stated results date whether or not you hear from them
    Who handles it
    Author and Publicist (Author or publicist tracks; publisher passes on results for its entries)
    Your part
    Check again on a schedule, or after something changes.
    Cost
    Free
Use meaningful award resultsConditionalA real result reaches the places that care: the cover and metadata, the retail and library records, your media kit, and the people who would want to know. Seals and wording come with rules attached.After a result is announced, and at the next cycleAuthor and Publisher and PublicistYou normally do this yourself.4 steps
  • Obtain permission and correct artwork for award seals

    An award seal is the small emblem that shows recognition on a cover, a website, or a store listing. Programs own their seals and license them, and using the wrong artwork or the wrong level is a visible error, because a finalist seal is not a winner seal. Getting the official artwork and the usage terms is normally yours to do; whoever controls the cover files applies the seal, which is normally the publisher, or you and your designer if you publish the book yourself.

    When
    After recognition is announced and before the seal is used anywhere
    Who handles it
    Author and publisher together (Author obtains artwork; publisher applies it to cover and retail images where it controls them)
    Your part
    You normally do this yourself.
    Cost
    Some programs supply digital seals free; others charge for stickers or a digital license
    Last verified
    September 13, 2026
  • Update records after an award

    Your book is described in many places that do not update themselves: the record of facts about the book that reaches stores and library suppliers, called metadata, each store listing, your author profiles, your biography, and your media kit. A result that stays in your inbox changes nothing, and it travels furthest in the days just after the announcement. Your publisher normally handles the record that reaches stores, so ask it to add the exact wording; update your own profiles, biography, and media kit yourself.

    When
    Immediately after recognition is announced, ideally within the same week
    Who handles it
    Publisher and Author (Publisher updates metadata and retail records; author updates profiles, site, bio, and media kit)
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Update records after an award

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
  • Share meaningful award news

    This is a short, specific email about an award result, sent only to the people for whom that particular result is news: librarians in the state whose association gave it, booksellers who sell this kind of book, a local reporter, a subject association. A relevant note gives one person a reason to act, while sending every result to everyone tends to have the opposite effect. If a publisher or publicist is also handling publicity, agree who is contacting whom before you send, and send once.

    When
    Within a week or two of the announcement, after the metadata and profiles are updated
    Who handles it
    Author and Publicist (Author or publicist sends; coordinate with publisher publicity)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Monitor awards calendars for the correct publication year

    While the book is still eligible, you check each award program's official page monthly against your awards calendar: has the cycle for your publication year opened, have deadlines changed, is the book still inside the eligible window. Programs are keyed to publication year, and an eligibility window you miss cannot be reopened. Some programs accept entries only from publishers, so on a traditional route you normally monitor and pass what you find to your publisher, which holds the entry.

    When
    Monthly during the eligibility period, usually the first one to two years after publication
    Who handles it
    Author and Publicist (Author or publicist monitors; publisher enters where it holds the entry)
    Your part
    Check again on a schedule, or after something changes.
    Cost
    Free

Media, Events & Reader Outreach

Build the outreach listsRecommendedPublicity or marketingYou have named lists of the media, podcasts, communities, bookstores, and bulk buyers that actually fit this book, with a reason beside each one. A short list you can explain beats a long list you bought.Six to three months before publicationAuthor and PublicistYou normally do this yourself.5 steps
  • Build a media list by topic and audience

    A media list is a spreadsheet of the outlets, sections, and named people who might cover a book like yours, with a note beside each one saying why. Coverage comes from fit, so fifty well-chosen contacts produce more than five thousand bought ones. If your publisher has a publicist, they normally build the campaign list; ask what it covers, then build your own for what it will not reach, such as local, specialist, and post-campaign contacts.

    When
    4 to 6 months before publication, before pitches begin
    Who handles it
    Publicist and Author (Publicist builds the campaign list; author builds and keeps the long-term list)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Build a podcast list by audience fit

    This is a list of podcasts whose listeners are your readers, recording for each show whether it takes guests at all, how it accepts pitches, and the angle you would offer. Podcast audiences choose their subject, so a good fit reaches more of the right people than most print coverage, and the episode stays available for years. A publicist normally pitches the larger shows where there is one; ask what they are covering, then build and pitch the smaller specialist list yourself.

    When
    4 to 6 months before publication; many shows book guests 2 to 3 months ahead
    Who handles it
    Publicist and Author (Publicist pitches larger shows; author builds and pitches the specialist list)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Build bookstore and event targets

    This is a list of the bookstores, libraries, festivals, and other venues where an event or a stocking conversation makes sense for your book, with the right contact and the right ask beside each one. A store that hosts you is a store that stocks you, and events produce the local coverage and connections the rest of the campaign feeds on. You normally build the local and specialist list yourself; ask your publisher which shops its sales and publicity teams are already contacting before you approach them.

    When
    3 to 5 months before publication; many stores book events 2 to 4 months ahead
    Who handles it
    Publisher and Author and Publicist (Publisher and publicist handle tour and trade outreach; author builds local and specialist targets)
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Build bookstore and event targets

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
  • Build association and professional-community targets

    Most nonfiction has a professional or interest community attached to its subject: associations, certification bodies, conferences, member newsletters, and trade publications. These groups reach exactly the readers the book is for, through channels general media does not have, and a recommended reading list keeps working long after launch. You normally build this list yourself on every path, because you know the field; also ask whether your publisher has a special sales or academic marketing contact who can act on it.

    Recommended: for nonfiction

    When
    4 to 6 months before publication; conference and newsletter schedules often run months ahead
    Who handles it
    Author and Publicist (Author knows the community; publicist or publisher special sales may act on it)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Identify bulk-purchase audiences

    A bulk purchase is an order of many copies by one buyer: a company for its staff, a conference for attendees, an association for members, a school for a program. One such order can equal months of retail sales, but it falls apart if the buyer cannot get a straight answer on price, discount, and delivery. You normally identify the audiences yourself; check whether your publisher's special sales team handles terms and fulfillment, and ask for the discount schedule and contact before approaching anyone.

    Optional: where relevant

    When
    4 to 6 months before publication, so terms are settled before outreach
    Who handles it
    Author and Publisher (Author identifies audiences; publisher sales team handles terms and fulfillment)
    Your part
    You normally do this yourself.
    Cost
    Free
Prepare the launch materialsRecommendedPublicity or marketing, Design or productionEverything anyone might ask you for is already made: the media kit, the one-page sheet, the files and facts, the launch assets, the interview questions, and the emails. Nothing here is hard, and all of it is slow if you start on the day you need it.Six to three months before publication, before the first pitch goes outAuthor and PublicistYou normally do this yourself.7 steps
  • Create a media kit

    A media kit, also called a press kit, is one package holding everything a journalist, producer, or bookseller needs to cover the book: the announcement, description, bios, headshot with credit, cover image, identifiers, and contact details. People work fast and cover the author whose materials are ready, and a single kit keeps the facts consistent everywhere. Check whether your publisher's publicity team prepares one; if so, ask for it, check it matches your own bio and headshot, and host a copy that will outlast the campaign.

    When
    4 to 6 months before publication, before outreach begins
    Who handles it
    Author and Publicist (Publisher publicity often provides a version; author hosts and maintains the canonical copy)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Create a one-page book sheet

    A one-page book sheet is a single printed page carrying the plain facts about your book: cover image, title, a short description, and the ordering details, including the ISBN (International Standard Book Number) and price for each format. Booksellers and librarians deciding whether to order need those details more than the description, so this is the document most likely to produce an order. Check whether your publisher's sales department already has a version, sometimes called a tip sheet or title information sheet; if not, build one and keep it current.

    When
    4 to 6 months before publication, once identifiers, price, and ordering details are final
    Who handles it
    Author and Publicist (Publisher sales may supply a version; author keeps a current copy)
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Create a one-page book sheet

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
  • Gather launch files and facts

    Nearly every request around a book asks for the same six things: the cover image, a headshot with its photographer credit, your bios, the book description, the identifiers for each format, and how to reach you. Gathering them once, in print and web versions, means saying yes quickly on deadline and sending the correct version every time. Check whether your publisher supplies the final approved cover, description, and identifiers, rather than the catalog draft; you then assemble and maintain the folder yourself.

    When
    4 to 6 months before publication, as soon as the cover and description are final
    Who handles it
    Author and Publicist (Publisher supplies cover, description, and identifiers; author assembles and maintains the folder)
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Gather launch files and facts

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
  • Draft sample interview questions and topic angles

    This is a short page of the questions you hope to be asked, plus three or four topic angles: the specific conversations the book makes possible, each framed for a particular audience. Interviewers rarely have time to read the book before deciding, so a page that lets a host picture the segment does more work than the description. A publicist may draft a version where there is one; only you know what you can talk about with energy, so review and correct it.

    When
    3 to 5 months before publication, in time for the media kit and the first pitches
    Who handles it
    Author and Publicist (Author drafts; publicist refines and uses in pitches)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Prepare outreach emails by audience

    These are short base emails, one for each audience you will contact: journalists, podcast hosts, booksellers, librarians, associations. Each wants something different, so each version carries a different framing and a clear ask, under about 150 words, with the opening line changed for each recipient. Outreach fails most often through vagueness. Where a publicist is involved they normally send the trade and national pitches, so you write and send the versions for the audiences you agreed to cover.

    When
    About 3 months before publication, before the first pitches go out
    Who handles it
    Author and Publicist (Publicist sends trade and national pitches; author sends the rest)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Create an endorsement and contributor follow-up plan

    An endorsement, known in the trade as a blurb, is a short quote from another author or expert used on the cover and in the book's description; contributors are the people who helped make the book. Both need lead time and a plan, because a quote has to arrive before the cover goes to press and forgotten contributors do not help with the next book. You normally make the personal asks yourself; on a traditional route ask your editor who is approaching whom before you send anything.

    When
    3 to 6 months before publication for endorsements; contributor follow-up continues through launch
    Who handles it
    Author and Publicist (Author asks and thanks; editor or publicist may request some endorsements)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Prepare launch-day and publication-week assets

    These are the things publication week needs and never has time to make: the announcement email to your list, social posts and images, a graphic with the cover, tested purchase links for every format, and the updated book page. Made in the month before, the announcements go out on the day with working links while you are free for interviews and replies. Ask your publisher what launch materials it is producing and when, so the two do not clash; your own announcement to your own contacts is normally yours.

    When
    30 days before publication, finished and scheduled a few days before the date
    Who handles it
    Author and Publisher and Publicist (Publisher may provide a toolkit; author prepares and sends own announcements)
    Your part
    You normally do this yourself.
    Cost
    Free
Run outreach and eventsRecommendedPublicity or marketingPitches go out from the right person, events have stock and a payment method sorted before the day, and every pitch, response, and published piece is recorded. Keeping that record is what makes the second book easier.Three months before publication through the first months afterAuthor and PublicistYou normally do this yourself.4 steps
  • Establish who sends each type of outreach

    Before any pitch goes out, you agree in writing which contacts the publisher, any hired publicist, and you will each approach. A journalist who gets the same pitch twice concludes nobody is in charge, and a bookseller who gets nothing because each side assumed the other would write concludes the same. Where a publicist is involved this has to be agreed rather than declared, so check with them early; working alone, you are simply deciding your own scope and writing it down.

    When
    Before outreach starts, usually 3 to 4 months before publication
    Who handles it
    Author and Publisher and Publicist (All three agree; author holds the document)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free
  • Confirm events, inventory, payment, and signing logistics

    Before each event, you confirm in writing who is ordering the books, how many, who sells them, whether you are paid, and what happens to copies that do not sell. An event with no books is a talk, and one where nobody agreed who sells them ends with the author making change from a pocket. The venue or shop normally arranges this, so your part is confirming it; on a traditional route also ask your publisher to confirm the shop's order was placed and will arrive in time.

    When
    Two weeks before each event, and again two days before
    Who handles it
    Author and Outside platform (Event organizer arranges; author confirms every detail)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
  • Track pitches, responses, interviews, publication dates, and links

    This is one running spreadsheet of your outreach: one row per contact, with the date pitched, the angle, the reply, the interview or air date, the link once the piece exists, and a status. Without it those facts live in an inbox and are lost within a month, and follow-up becomes guesswork. You normally keep the master record on every path; where a publicist is involved, ask for a periodic summary of the publisher's outreach and merge it into yours.

    When
    Ongoing from the first pitch, updated whenever anything happens
    Who handles it
    Author and Publicist (Author or publicist maintains; author keeps the master copy)
    Your part
    You normally do this yourself.
    Cost
    Free
  • Add UTM parameters to campaign links

    A tracking tag, called a UTM parameter (short for Urchin Tracking Module) in the trade, is a short piece of text added to the end of a web address that tells your own website's reports which email, post, or advert a visitor clicked. Without it, every visitor looks the same and you cannot tell which effort worked. Publishers do not normally share their own site reports, so on every path you tag links to your own book page and let it send readers on to retailers.

    When
    Before each campaign launches, starting with the first announcement
    Who handles it
    Author and Website specialist (Whoever builds the campaign links: author, publisher marketer, or webmaster)
    Your part
    You normally do this yourself.
    Cost
    Free
Ask for reader reviews responsiblyRecommendedYou ask readers for honest reviews, in the words the platforms allow, without offering anything in return and without asking for a rating. Getting this wrong can remove the reviews and, on some platforms, the account.From launch week onward, inside each platform's rulesAuthorYou normally do this yourself.2 steps
  • Ask for honest reader reviews

    You may tell readers that reviews help and where to leave one. You may not ask for a particular rating, ask only readers who liked the book, or offer anything in return, because platforms treat all of that as manipulation and can remove reviews or suspend an author account. The honest version works on every path: if you have read the book, a review would be appreciated, whatever you thought of it. The ask to readers is normally yours; a publisher does not normally make it for you.

    When
    At launch and in the weeks after, once readers have had time to finish the book
    Who handles it
    Author
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Ask for honest reader reviews

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
    Goodreads Author Program
    The free way to claim the Goodreads profile that is created automatically once a book under your name enters its database.

    The profile exists whether or not you claim it, so leaving it alone means the picture, biography, and book list readers see are whatever the database assembled, and a book by a different writer with your name can end up attached to you. Reader reviews and ratings sit outside your control by design, and claiming the profile does not change that. All three routes do the same thing here; what differs is how the book record arrives in the first place, normally through the publisher's data for a traditionally published book, and through your platform or a volunteer Goodreads Librarian for a self-published one. You're done when the profile is claimed and every edition is grouped under the right work and author.

    Add your Goodreads author page link
  • Follow platform rules for review requests and incentives

    Every retailer and reader platform publishes rules about reviews, and they are stricter than most authors expect: no payment or compensation for a review, disclosure for free copies, limits on family and close associates, and review swaps treated as compensation. The penalties fall on the author and the book, from removed reviews to a suspended account. Read the current policy on each platform before any review outreach; self-published authors run most review campaigns themselves, but the rules apply to anyone asking readers.

    When
    Before any review outreach or advance copy campaign begins
    Who handles it
    Author
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Follow platform rules for review requests and incentives

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
    Goodreads Author Program
    The free way to claim the Goodreads profile that is created automatically once a book under your name enters its database.

    The profile exists whether or not you claim it, so leaving it alone means the picture, biography, and book list readers see are whatever the database assembled, and a book by a different writer with your name can end up attached to you. Reader reviews and ratings sit outside your control by design, and claiming the profile does not change that. All three routes do the same thing here; what differs is how the book record arrives in the first place, normally through the publisher's data for a traditionally published book, and through your platform or a volunteer Goodreads Librarian for a self-published one. You're done when the profile is claimed and every edition is grouped under the right work and author.

    Add your Goodreads author page link
    NetGalley
    The main platform for giving reviewers, librarians, and booksellers a secured digital review copy before publication.

    This decides who can read your book before it is out and how early, and feedback posted through it frequently reappears as reviews on Goodreads and retailers around publication. Traditionally and hybrid published authors normally ask whether the book will be listed, when the listing goes live, how long it stays up, and who approves requests, and a hybrid author should confirm who is paying. If you publish the book yourself, this is a real expense you choose, and it needs an approval plan, a plan for reading the feedback, and enough lead time, typically three to six months before publication, to be worth anything. Record the listing dates and check that the description and review file match the book you intend people to read.

    Add your NetGalley listing link

Launch & Ongoing Maintenance

Run the launch-week availability auditCoreOn the day, every announced format is actually buyable at the right price on the right date, the book's details match everywhere, and it is attached to your author profiles. This is the one audit that cannot be done later.Publication day and the first weekAuthor and Publisher and DistributorSomeone else may do it. Inspect the result yourself.5 steps
  • Run a launch-day identity audit

    On publication day you look at every public record of the book in one sitting: each retailer listing, the publisher's page, your own site, and a search for your name and title. You check the title, name form, cover, description, formats, prices, and links, noting every discrepancy. Launch day is when the most people look and when a wrong description costs most. Your publisher normally controls that data, so send the list to its metadata contact the same day; self-published authors fix what they can themselves.

    When
    Publication day
    Who handles it
    Author and Publisher (Author audits; publisher corrects feed data)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Run a launch-day identity audit

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Google Books
    Google's index of book records and previews, often the first thing a reader or librarian sees when they search your title.

    Because Google's web search draws on it, a wrong record here is visible to readers and librarians and gets cited in other databases, and an old edition or an advance file left previewable is the version people will read. Corrections go to whoever holds the partner account for the title rather than to the search result: traditionally and hybrid published authors normally ask the publisher or its distributor, once they have established which of the two holds it. If you publish the book yourself, you may hold the account, in which case the fix is yours to make. Search every edition by ISBN, check the core facts, and make sure any preview shows the current file.

    Add your Google Books link
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
    Goodreads Author Program
    The free way to claim the Goodreads profile that is created automatically once a book under your name enters its database.

    The profile exists whether or not you claim it, so leaving it alone means the picture, biography, and book list readers see are whatever the database assembled, and a book by a different writer with your name can end up attached to you. Reader reviews and ratings sit outside your control by design, and claiming the profile does not change that. All three routes do the same thing here; what differs is how the book record arrives in the first place, normally through the publisher's data for a traditionally published book, and through your platform or a volunteer Goodreads Librarian for a self-published one. You're done when the profile is claimed and every edition is grouped under the right work and author.

    Add your Goodreads author page link
  • Verify availability of every announced format

    A format can be listed and still not be buyable: the page exists but the buy button says unavailable, or the audiobook shows a date three weeks out. On publication day you check every format you announced at each major retailer and note its status, because readers who cannot buy the format they wanted rarely come back. Your publisher and its distributor normally control availability, so report what you find and ask about anything listed but not available; self-published authors open a support case directly.

    When
    Publication day, and again a week later for anything unresolved
    Who handles it
    Publisher and Distributor (Publisher and distributor control availability; author verifies and reports)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Verify availability of every announced format

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Ingram
    The wholesale catalog most bookstores and libraries order from, plus IngramSpark, the self-publishing platform that feeds into it.

    This decides whether a bookstore or library can order your book through the channel most of them use, and on what terms, so when a shop says it cannot order your book this is usually where the answer sits. Ingram's data also reaches many retailers and library vendors, so an error in the record can surface in several places. Traditionally and hybrid published authors normally ask whether the title is in Ingram wholesale, at what wholesale discount, and whether it is returnable, since those are the two terms a bookseller checks before ordering; if you publish the book yourself, you set the discount and the return policy in IngramSpark, and both have real money attached. Get the discount and return terms in writing, then check that the title record matches the other major listings.

    Nothing to record
  • Verify price and release date across retailers

    Price and publication date are the two details most likely to disagree between retailers, because one storefront may still be showing a placeholder price or a provisional date from an early data feed. A wrong price confuses readers and can set off price matching; a wrong date can hold a book in preorder after it is out. Your publisher normally sets the price and date and the distributor transmits them, so check each listing on publication day and report differences; self-published authors correct theirs in their own dashboards.

    When
    Publication day
    Who handles it
    Publisher and Distributor (Publisher sets price and date; distributor transmits; author verifies)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Verify price and release date across retailers

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
  • Verify author-profile associations

    In publication week you open each author profile you have claimed and confirm that every live format of the new book appears there, and that no stray books have attached themselves. A reader who doesn't see the new book on your page concludes it doesn't exist, and a duplicate page splits your reviews and followers in two. Only the account holder can see and fix a claimed profile, so this is normally yours on every path, even when a publisher's data creates the link cleanly.

    When
    Publication week, and again when each new format goes live
    Who handles it
    Author (Only the author can check and fix claimed profiles)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Verify author-profile associations

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
    Goodreads Author Program
    The free way to claim the Goodreads profile that is created automatically once a book under your name enters its database.

    The profile exists whether or not you claim it, so leaving it alone means the picture, biography, and book list readers see are whatever the database assembled, and a book by a different writer with your name can end up attached to you. Reader reviews and ratings sit outside your control by design, and claiming the profile does not change that. All three routes do the same thing here; what differs is how the book record arrives in the first place, normally through the publisher's data for a traditionally published book, and through your platform or a volunteer Goodreads Librarian for a self-published one. You're done when the profile is claimed and every edition is grouped under the right work and author.

    Add your Goodreads author page link
    BookBub Author Profile
    A free BookBub profile that lists your books and alerts your followers when you publish a new one.

    Claiming it gives you a follower list that receives automatic new-release notices, and it lets you correct the book titles, covers, descriptions, and retailer links readers see; left unclaimed, none of that is yours to fix. It is worth doing for any author whose books are sold as ebooks, and it does less for a print-only, academic, or picture book. It applies the same way on all three routes, whether a publisher or you released the book, and it is separate from any decision about paying for a Featured Deal or advertising, which claiming a profile does not enter you for. You're done when the profile is claimed, the photo and bio are current, and every book and retailer link is right.

    Add your BookBub profile link
  • Capture baseline search results and listings

    A baseline is a record of what things looked like at a known moment. In publication week you search your name and title in a private browser window, and on the major retailer, reader, and library sites, then save screenshots and a short dated note. Later, when a description changes or a search result moves, you can say what changed and roughly when instead of answering from memory. This is your own record on every publishing path, so nobody else normally keeps it.

    When
    Publication week, then repeated at each later audit
    Who handles it
    Author
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Capture baseline search results and listings

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    WorldCat
    The shared library catalog where member libraries report which books they hold, free for anyone to search.

    Catalogers reuse records from here, so an error in one record tends to spread, and a missing record, a duplicate, or one record that mixes two formats makes your book harder for a library to order correctly. No author on any route can edit a record. Traditionally and hybrid published authors normally send the correction to the publisher's metadata team or distributor, and a self-published author normally goes to their platform, or to a library that holds the book and can report the problem. Record the OCLC number for each edition, note any error, and remember that public holdings counts are incomplete and delayed.

    Add your OCLC number
    Google Books
    Google's index of book records and previews, often the first thing a reader or librarian sees when they search your title.

    Because Google's web search draws on it, a wrong record here is visible to readers and librarians and gets cited in other databases, and an old edition or an advance file left previewable is the version people will read. Corrections go to whoever holds the partner account for the title rather than to the search result: traditionally and hybrid published authors normally ask the publisher or its distributor, once they have established which of the two holds it. If you publish the book yourself, you may hold the account, in which case the fix is yours to make. Search every edition by ISBN, check the core facts, and make sure any preview shows the current file.

    Add your Google Books link
Resolve metadata correctionsRecommendedMetadata or distributionEvery correction you reported has either landed or been chased again, with a date beside it. Corrections travel through several systems and quietly fail in the middle more often than anyone admits.Two to six weeks after each correction is reportedAuthor and publisher togetherCheck again on a schedule, or after something changes.1 step
  • Follow up on pending corrections

    You keep a list of every listing error you have reported: what is wrong, where, who was told, when, any reference number, and the date you last asked. Corrections travel slowly between systems and most fall through the gaps rather than through anyone's neglect, so an error reported once and never checked stays an error. Every two weeks, open the public page; if it is still wrong, ask again. Check whether your publisher handles the fix; if not, chase the platform's own support desk.

    When
    Every two weeks until each reported item is resolved
    Who handles it
    Author and publisher together (Whoever owns the record corrects it; author tracks and follows up)
    Your part
    Check again on a schedule, or after something changes.
    Cost
    Free
Repeat the post-publication auditsRecommendedYou run the same short check at fixed intervals instead of whenever you happen to worry about it. Listings drift, editions split, and links rot, and a scheduled look catches it while it is still small.Thirty days, ninety days, and then once a yearAuthor and PublisherCheck again on a schedule, or after something changes.3 steps
  • Audit metadata at 30 days

    A month after publication, you repeat the launch-day checks on every retailer listing, profile, and record: title, author name, cover, description, formats, prices, and date. The feeds have settled by now, so anything still wrong is a real error, and it stays wrong until someone reports it. Your publisher normally controls that data; check whether it handles corrections and send one consolidated list, or fix it yourself if you are self-published.

    When
    30 days after publication
    Who handles it
    Author and Publisher (Author audits; publisher corrects feed data)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Audit metadata at 30 days

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Google Books
    Google's index of book records and previews, often the first thing a reader or librarian sees when they search your title.

    Because Google's web search draws on it, a wrong record here is visible to readers and librarians and gets cited in other databases, and an old edition or an advance file left previewable is the version people will read. Corrections go to whoever holds the partner account for the title rather than to the search result: traditionally and hybrid published authors normally ask the publisher or its distributor, once they have established which of the two holds it. If you publish the book yourself, you may hold the account, in which case the fix is yours to make. Search every edition by ISBN, check the core facts, and make sure any preview shows the current file.

    Add your Google Books link
    WorldCat
    The shared library catalog where member libraries report which books they hold, free for anyone to search.

    Catalogers reuse records from here, so an error in one record tends to spread, and a missing record, a duplicate, or one record that mixes two formats makes your book harder for a library to order correctly. No author on any route can edit a record. Traditionally and hybrid published authors normally send the correction to the publisher's metadata team or distributor, and a self-published author normally goes to their platform, or to a library that holds the book and can report the problem. Record the OCLC number for each edition, note any error, and remember that public holdings counts are incomplete and delayed.

    Add your OCLC number
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
  • Audit metadata at 90 days

    Three months after publication, you check the listings and profiles once more, this time adding the records that only exist by now: library catalog entries, editorial reviews on retailer pages, and any recognition the book has received. Errors that survive this audit tend to survive for years, because nobody looks again. Your publisher normally controls listing data, so check whether it handles corrections; library records normally belong to the library that holds the book, so those requests go to a librarian there.

    When
    90 days after publication
    Who handles it
    Author and Publisher (Author audits; publisher corrects feed data)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Audit metadata at 90 days

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    WorldCat
    The shared library catalog where member libraries report which books they hold, free for anyone to search.

    Catalogers reuse records from here, so an error in one record tends to spread, and a missing record, a duplicate, or one record that mixes two formats makes your book harder for a library to order correctly. No author on any route can edit a record. Traditionally and hybrid published authors normally send the correction to the publisher's metadata team or distributor, and a self-published author normally goes to their platform, or to a library that holds the book and can report the problem. Record the OCLC number for each edition, note any error, and remember that public holdings counts are incomplete and delayed.

    Add your OCLC number
    Google Books
    Google's index of book records and previews, often the first thing a reader or librarian sees when they search your title.

    Because Google's web search draws on it, a wrong record here is visible to readers and librarians and gets cited in other databases, and an old edition or an advance file left previewable is the version people will read. Corrections go to whoever holds the partner account for the title rather than to the search result: traditionally and hybrid published authors normally ask the publisher or its distributor, once they have established which of the two holds it. If you publish the book yourself, you may hold the account, in which case the fix is yours to make. Search every edition by ISBN, check the core facts, and make sure any preview shows the current file.

    Add your Google Books link
  • Audit metadata annually

    Once a year, for as long as the book is on sale, you repeat the full set of checks on retailer listings, profiles, library records, and your own site. Records drift quietly, and a backlist book sells on its listings because nobody is promoting it. Your publisher normally controls the data feed, so check whether it handles corrections; send one specific list of what is wrong, and if you are self-published, fix what you can in your own dashboards.

    When
    Annually, near the publication anniversary, for as long as the book is in print
    Who handles it
    Author and Publisher (Author audits; publisher corrects feed data)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free

    Identifiers for Audit metadata annually

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    WorldCat
    The shared library catalog where member libraries report which books they hold, free for anyone to search.

    Catalogers reuse records from here, so an error in one record tends to spread, and a missing record, a duplicate, or one record that mixes two formats makes your book harder for a library to order correctly. No author on any route can edit a record. Traditionally and hybrid published authors normally send the correction to the publisher's metadata team or distributor, and a self-published author normally goes to their platform, or to a library that holds the book and can report the problem. Record the OCLC number for each edition, note any error, and remember that public holdings counts are incomplete and delayed.

    Add your OCLC number
    Google Books
    Google's index of book records and previews, often the first thing a reader or librarian sees when they search your title.

    Because Google's web search draws on it, a wrong record here is visible to readers and librarians and gets cited in other databases, and an old edition or an advance file left previewable is the version people will read. Corrections go to whoever holds the partner account for the title rather than to the search result: traditionally and hybrid published authors normally ask the publisher or its distributor, once they have established which of the two holds it. If you publish the book yourself, you may hold the account, in which case the fix is yours to make. Search every edition by ISBN, check the core facts, and make sure any preview shows the current file.

    Add your Google Books link
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
Keep public materials currentOptionalYour bio, media kit, book page, and review links say what is true today. The cost of a stale page is small every day and embarrassing on the one day someone important reads it.Whenever something real changesAuthorYou normally do this yourself.2 steps
  • Update published reviews and media links

    Each week during launch you move new reviews, interviews, and articles from your outreach log onto the book page, the media kit, and your author profiles, with the outlet, the date, a short quote, and the link. Coverage sitting in an email folder persuades nobody, and interviewers check what has been said before. Your own pages are normally yours to update; getting a review onto a retailer listing normally requires the publisher to add it to the title record, so send new reviews on and ask.

    When
    Weekly during the launch period, then monthly
    Who handles it
    Author and Publicist (Author or publicist collects; publisher adds to metadata feed)
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Update published reviews and media links

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ONIX for Books
    ONline Information eXchange: the standard file that carries your book's details from your publisher or platform out to retailers and libraries.

    If your subtitle is wrong at one retailer, that is one mistake; if it is wrong at a retailer, in a library catalog, and on Google Books, that is usually not three mistakes but one, in the feed, copied three times. It also explains why correcting it in one store often does not stick, because the next feed writes the old value back over your correction. Nobody acts on the feed directly: traditionally and hybrid published authors normally find out who owns it, which is the publisher's metadata or operations team and sometimes a separate distributor, and send corrections there, while a self-published book's feed is generated by the platform from the fields you filled in on its dashboard. Find the person or team that owns the book's feed so a correction goes to the source that can keep it fixed.

    Nothing to record
  • Refresh public materials after news

    Significant news is anything you would want a journalist, bookseller, or librarian to know before they look you up: a major review, an award result, a new edition, a rights sale, a new book. Each one makes your bios, media kit, and book page out of date, and people take what they read as current. You normally own the bio file, the site, and the kit on every path; a publisher's author page and the title data are normally updated on request, so supply the new wording and ask.

    When
    As needed, within a week of any significant news
    Who handles it
    Author (Author updates own materials; publisher updates its author page and metadata on request)
    Your part
    You normally do this yourself.
    Cost
    Free

    Identifiers for Refresh public materials after news

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
    Goodreads Author Program
    The free way to claim the Goodreads profile that is created automatically once a book under your name enters its database.

    The profile exists whether or not you claim it, so leaving it alone means the picture, biography, and book list readers see are whatever the database assembled, and a book by a different writer with your name can end up attached to you. Reader reviews and ratings sit outside your control by design, and claiming the profile does not change that. All three routes do the same thing here; what differs is how the book record arrives in the first place, normally through the publisher's data for a traditionally published book, and through your platform or a volunteer Goodreads Librarian for a self-published one. You're done when the profile is claimed and every edition is grouped under the right work and author.

    Add your Goodreads author page link
Add and audit later editionsConditionalMetadata or distributionA paperback, a translation, or an audiobook gets its own record and its own version of the work that a first edition needed. A new format is a new product everywhere, not an update to the old one.Whenever a new edition, translation, or format is announcedAuthor and PublisherSomeone else normally owns it. Get an answer, then record it.2 steps
  • Record new editions, translations, paperback, and audiobook releases

    A book is a family of editions: hardcover, paperback, ebook, audiobook, large print, translations, reissues. Each has its own ISBN (International Standard Book Number), publisher, date, and territory, and each needs its own line in your records from the moment it is scheduled, because an edition that isn't on the list is never audited or verified on a statement. Your publisher and agent normally hear about new editions first, so ask for a standing notification with the number and date.

    When
    As each edition is scheduled, for the life of the book
    Who handles it
    Author and Publisher (Publisher and agent announce; author records)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free

    Identifiers for Record new editions, translations, paperback, and audiobook releases

    Set a status on any record and it joins this step. All book identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    ISBN
    The International Standard Book Number, printed above the barcode. Most formats sold through the book trade get their own.

    Every retailer, wholesaler, and library orders and lists your book by this number, and the title, contributors, format, price, and publication date attached to it are what those systems display, so one wrong detail shows up in many places at once. Traditionally and hybrid published authors normally receive the numbers from the publisher and check what is attached to each one. If you publish the book yourself, you buy the numbers and assign them, and you are the one who decides whether your imprint or a platform is recorded as the publisher. Keep one list of every ISBN beside the edition and format it identifies so you can check listings against it.

    Add your ISBN-13
  • Create separate edition-level tasks for new formats

    When a new format is announced, such as a paperback, audiobook, or translation, you give it its own set of checks keyed to its own publication date. A new format is a small launch: it has its own listing, price, library records, and link to your author page, and the usual way it goes wrong is that nobody checked it. Setting up your own records is normally your job on every path; on a traditional or hybrid route, ask your publisher what it plans for the release first.

    When
    When each new format or edition is announced, before its publication date
    Who handles it
    Author (Author creates the tasks; publisher handles the format's release)
    Your part
    You normally do this yourself.
    Cost
    Free
Review sales, royalties, and rightsRecommendedLegal or contractYou can see your own sales and royalty reporting, you know when statements arrive, and you know which rights and territories have moved. Nobody chases this for you.After publication, then at every reporting periodAuthor and Publisher and AgentSomeone else may do it. Inspect the result yourself.3 steps
  • Check the BookScan report

    Amazon Author Central includes a BookScan weekly sales report: copies sold of your bestselling books, as reported by BookScan, for the time period you choose. BookScan counts print copies sold in the United States through participating retailers, so it is an estimate of retail sales, not every copy and not your publisher's royalty statement. It is free with a claimed author page, it is the closest thing most authors have to a live view of print sales, and it is worth reading now and then after launch to see what a review, an event, or an ad actually moved.

    When
    From launch week on, then after each review, event, or campaign
    Who handles it
    Author (The author reads it; the publisher has its own subscription)
    Your part
    You normally do this yourself.
    Cost
    Free
    Last verified
    September 14, 2026

    Identifiers for Check the BookScan report

    Set a status on any record and it joins this step. All author identifiers.

    Book and author identifiers
    My statusIdentifierWhy this mattersYours
    Amazon Author Central
    The free Amazon page where you claim your author name, attach every edition of your books, and write your biography.

    Unclaimed, the author page a reader sees is whatever Amazon assembled, and any edition listed under a different spelling of your name sits apart from the rest of your work. Only you can fix that: a publisher cannot claim your author page for you, and the platform account a self-publisher publishes through is a separate login, so the job is identical on all three routes. Amazon's help says author pages are not removed once created, so use exactly the name that appears on your books rather than creating a second page you would rather not have. You're done when one author page carries the right name and every edition and format is attached to it.

    Add your Amazon author page link
  • Review sales and royalty-reporting access

    A royalty statement is the publisher's periodic account of copies sold, returns, revenue, and what you are owed once any advance is earned back. It is the only account you will get of how the book sold, and most contracts limit how long you have to query it. Your publisher normally issues it and an agent, where there is one, normally sees it first: confirm when it is due, that you have access, and read the first one closely. Self-published authors read their own platform reports instead.

    When
    After the first statement, then at each statement date in the contract
    Who handles it
    Author and Agent (Publisher issues; agent reviews where there is one; author reads every statement)
    Your part
    Someone else may do it. Inspect the result yourself.
    Cost
    Free
  • Review rights sales and territory updates

    Subsidiary rights are permissions to publish or adapt the book beyond your original edition: translations, other territories, audio, large print, serialization, film and television. Your contract says which of these the publisher controls and which you kept, and sales happen quietly, often years later, producing income and new editions to track. An agent or a publisher's rights department normally sells them and hears first, so ask every quarter what has been sold, optioned, or is under discussion, and record what you learn.

    When
    Quarterly, for the life of the book
    Who handles it
    Author and Publisher and Agent (Agent or publisher rights department sells; author asks and records)
    Your part
    Someone else normally owns it. Get an answer, then record it.
    Cost
    Free
Export the permanent book recordRecommendedYou keep your own copy of everything settled about this book: identifiers, dates, contacts, submissions, results, and corrections. Platforms close, publishers change hands, and your record should outlive both.Once a year, and whenever anything important changesAuthorYou normally do this yourself.1 step
  • Export and retain the complete book record

    Every quarter, and after any milestone, you save copies of everything that documents the book (identifiers and editions, logs and records, contracts, statements, media kit files, and audit results) into a dated folder in ordinary file formats on storage you control. Tools close, publishers change, and passwords are lost, but the archive stays. This is your own record on every path; on a traditional or hybrid route, also ask your publisher for copies of what it holds while those contacts are still current.

    When
    Quarterly, and after publication, new editions, awards, rights sales, or changes of publisher or agent
    Who handles it
    Author
    Your part
    You normally do this yourself.
    Cost
    Free