How to Research a Book
How to research a book: plan by chapter, match each claim to the right source, interview well, keep notes you can trust, and fact-check before you submit.
Last updated 8 min read
Key takeaways
Self-publishing means you act as the publisher. Instead of selling the rights to a publishing house that pays you royalties and handles production, you make every publishing decision yourself: who edits the book, what the cover looks like, which formats exist, where it is sold, what it costs and when it launches. You pay the production costs up front and receive the publisher's share of each sale.
That control is the main attraction, along with speed. The trade-off is that quality is entirely your responsibility, and so is getting the book noticed. Be careful with companies that sell expensive publishing packages, sometimes called vanity or assisted publishing. Some provide real services; others charge for things you could buy separately for less, or take rights you would rather keep. Read the contract before you pay. If you are still choosing a route, our comparison of traditional and self-publishing sets out the trade-offs.
Work backward from a target publication date and give each step its own deadline, with a buffer around every job other people do for you. Good editors and designers are often booked weeks ahead, and each round of corrections to a typeset file or a cover takes longer than you expect. Some platforms let you open ebook preorders before the final file is ready; only do that when the end is genuinely in sight, and read the platform's terms on missed deadlines first.
The order matters, because later steps depend on earlier ones. The cover's spine width, for example, depends on the final page count, which you will not know until the interior is typeset. A workable sequence:
“Editing” covers three distinct jobs, and hiring the wrong one at the wrong time wastes money. A proofreader cannot fix a book whose chapters are in the wrong order, and a developmental edit on a manuscript you are about to restructure anyway is premature. Our guide to revising a nonfiction manuscript in passes covers what you can do yourself before you hire anyone.
| Developmental edit | Copyedit | Proofread | |
|---|---|---|---|
| Looks at | Structure, argument, pacing, gaps, audience fit | Sentences: clarity, grammar, consistency, word choice | Typeset pages: typos, layout errors, bad breaks |
| When | After your own revision, before line work | After structural changes are finished | After typesetting, before publication |
| You receive | A report and comments on the manuscript | Tracked changes and a style sheet | Marked-up proofs |
| Skip it and | Readers meet a book that wanders | Readers notice errors and inconsistencies | Errors appear in the printed book |
An ebook is usually the cheapest format to produce. EPUB is the standard ebook file format and is widely accepted by retailers. Most books use a reflowable layout, where text adapts to the reader's screen; heavily illustrated books such as cookbooks or children's picture books may need a fixed layout instead, which is more work and displays well on fewer devices.
Print-on-demand lets you sell paperbacks and hardcovers without holding stock: a copy is printed when someone orders it. The cost per copy is higher than a large offset print run, but you avoid storage and unsold inventory. Offset printing makes sense when you know you will sell many copies directly, for example at talks or to organizations. Audiobooks need narration, by you or a hired narrator, plus editing and mastering, so they are the most expensive format to produce; many authors add one later, once the book has proved itself.
Readers judge a self-published book by its cover before anything else, and the cover has to work at the size of a small thumbnail on a retailer's page. Study the covers of successful recent books in your category and brief a designer on those conventions: a business book should look like a business book. For print, the designer needs a full wrap with front, spine and back, and the spine width depends on your final page count and paper choice.
The interior matters as much. Professional typesetting means readable type, sensible margins, running heads, consistent headings and no stranded single lines at the top or bottom of pages. A nonfiction book also needs front matter, such as a title page, copyright page and contents, and often back matter: notes, a bibliography and, for reference-heavy books, an index. Have a proofreader read the typeset pages, not only the manuscript, because typesetting introduces its own errors.
You can upload directly to large retailers' self-publishing platforms, such as Amazon's Kindle Direct Publishing, or use a distributor or aggregator that sends your book to many stores and library services in exchange for a share of each sale. Reaching bookstores in print usually means a wholesale listing; stores expect a trade discount and often the ability to return unsold copies, so check those settings carefully. Some retailers offer extra promotion if your ebook is exclusive to them for a set period, which you should weigh against being available everywhere. If you use ISBNs, each format needs its own, issued by the national ISBN agency for your country; check its rules and prices before you buy.
Metadata decides whether anyone finds the book. For nonfiction, the subtitle should state the promise plainly. Choose subject categories precisely, write a description that names the reader's problem and what the book does about it, and price by looking at comparable titles. A print price must cover the printing cost plus the retailer's share, so run the numbers per format, then see how to market a nonfiction book for the launch.
Most self-publishing problems are avoidable with planning, and nearly all of them come from rushing a step or doing steps out of order. These are the ones that show up again and again:
How to research a book: plan by chapter, match each claim to the right source, interview well, keep notes you can trust, and fact-check before you submit.
How to write a nonfiction book from idea to finished manuscript: define the reader and promise, outline, research, draft on a schedule, then revise in passes.
How to repurpose a book into an online course, talks and articles: inventory its ideas, match each one to a format, check your rights, and plan the work.
It depends on the services you buy. Uploading to many self-publishing platforms costs nothing up front, because they take a share of each sale. The real costs are editing, cover design, interior formatting, ISBNs where you buy your own, proof copies and any marketing. Get quotes for each separately so you can compare them with bundled packages.
Technically yes: many platforms let you upload an ebook or print-on-demand paperback without paying, and some offer a free ISBN. But a book with no professional editing or design usually looks it, which hurts sales. A sensible approach is to spend on editing and the cover first, and do other tasks yourself while you learn.
For print books sold through retailers and bookstores, yes in practice. Some ebook retailers do not require one and assign their own identifier instead. Each format, such as paperback, hardcover and ebook, normally needs its own ISBN. Whether to buy your own or accept a platform's free one depends on whether you want your own imprint named as the publisher.
Each retailer or distributor pays a royalty on every sale, calculated under its own terms, usually a share of the list price or of what the retailer receives, minus printing costs for print books. Platforms publish sales reports and pay on a regular schedule once you have set up your payment and tax details.
Yes, but it takes deliberate setup. Bookstores generally order through wholesale catalogs and expect a trade discount and the option to return unsold copies. Libraries buy through library suppliers and ebook services that some distributors reach. A professional cover, clean metadata and local or subject-specific outreach make a real difference to whether they say yes.
Upload a manuscript or a PDF and Cavua builds the syllabus, lessons and tests — you edit and approve everything before it publishes.