Indie Publishers — Exclusive or Wide?

“Amazon is not too big to fail… in fact I predict one day Amazon will fail.”

What? Who said such a thing?

“Companies have short lifespans, and Amazon will be disrupted one day.”

Bullshit. Gimme a break.

“Amazon will go bankrupt. If you look at large companies, their lifespans tend to be thirty-plus years, not a hundred-plus years.”

———

You know who said such things? Jeff Bezos, the founder of Amazon. The guy who killed bookstores. These are direct quotes from Bezos’s 2017 letter to shareholders.

Bezos goes on, “Starving off death is a thing we have to work at, but it’s inevitable for Amazon, just like other companies, to die. The world will always try to make Amazon more typical—to bring us into equilibrium with our environment. It will take continuous effort to stay alive as long as possible but, eventually, Amazon will fail.”

Reading this makes me think of the logic behind my move two years ago from publishing exclusively on Amazon’s Kindle Direct Publishing Select (KDPS) and additionally partnering with Kobo, Apple, and Nook—commonly called “going wide” in indie publishing terms. Two years later, I have no regrets leaving Amazon’s bubble and casting about with the competitors’ nets.

Exclusive or wide is a big debate among indie publishers. Many indies don’t use the term “self publishing” because indie publishers rarely produce products on their own. I, for example, work with others like a cover designer and a proofreader as well as many nameless humans busy behind the scenes keeping day-to-day operations going at Amazon, Kobo, Apple, and Nook who sell my entertainment products and deposit proceeds into my bank account.

Am I worried about Amazon going broke? Not anytime in the immediate future, I’m not. Same with Kobo and Apple, but I wouldn’t bet a plug nickel on Nook’s future as Barnes and Noble have been shaky for quite some time.

I didn’t go wide for fear of Amazon’s financial failure which would end my publishing days if I remained exclusive with The Zon. No. I went wide because it made good business sense to distribute my entertainment products as widely as possible.

I have eleven indie publishing acquaintances making decent money writing and selling their entertainment products. All are wide—except for one who finds it easier to manage his business by being Amazon-exclusive. He says he’s making sufficient bucks at Amazon and prefers his time spent producing new work than fussing about on all the platforms.

I see two solid reasons to remain exclusive on Amazon and, let’s face it, in the indie publishing world you’d be crazy not to have an Amazon Kindle Direct Publishing (KDP) presence. One is the Kindle Direct Publishing Select (KDPS) program. The other is Kindle Unlimited (KU). KDPS gives you some marketing perks for your exclusivity. KU lets you share in a monthly pot for lending your products and being paid in a percentage related to page reads.

Reasons one and two? Insufficient to retain my loyalty to Amazon alone. Last month, I made 52 percent of my indie income at Amazon, 37 percent on Kobo, 10 percent on Apple, and 1 percent on Nook. I haven’t published on Google yet, but that’s on the blackboard task list.

Notice how I keep referring to entertainment products and not books? I developed this mindset two years ago when I was mentored by a high-selling indie publisher who lives in the UK. He forced me to treat my writing as a commercial business, not as a when-I-got-around-to-it hobby. Fortunately, I was in a financial position where I could then devote full time to commercial entertainment writing production which allowed me to build this business into an increasingly well-paying return.

Part of my going wide mindset was viewing my books as products, not babies. I well know what it’s like to have the first-born alive on The Zon. It’s a thrill like few other thrills in life, but the novelty does fade away. It’s like the baby soother story. Your first child spits the soother out on the playground dirt . You take it, boil it, before you hand her soo-soo back. By your fourth kid, you don’t even wipe it off.

Actually, I’m not so callous with my books, er, ah, entertainment products. I love them all but I was taught—as a business— this is a numbers game. The more products you have out there, the more sales opportunities you have.

To appreciate the wide opportunities-in-numbers, it’s important to get the old head around the concept.

One ebook is one product. Published on Amazon exclusively, it’s one product for sale.

Two ebooks published on Amazon are two products for sale and ten ebooks are ten products for sale

Two ebooks published on Amazon, Kobo, Apple, and Nook are eight products for sale.

Ten ebooks published on the four platforms are forty products for sale.

Ten ebooks with print editions multiply the sales opportunities again.

Add in audio books, boxed sets, or whatever concoction you can cook and the numbers are exponential.

There’s another catch to this wide angle. That’s the areas of distribution each platform has that increase the product exposure. This is where the numbers really grow.

My Amazon portal allows distribution in thirteen countries: US, UK, Canada, Australia, India, Denmark, France, Spain, Italy, Netherlands, Japan, Brazil, and Mexico. Kobo has a far, far greater worldwide reach—practically anywhere a free citizen can get internet access.

In the past two years, I’ve had Kobo ebook downloads in ninety-six different countries. I have eleven products listed on Kobo, and Kobo provides a great tracking system. It includes a bubble map showing the countries and the proportion of downloads relative to the location. Here’s a screenshot of my Kobo overlap map from March 2020 till today:

Apple gives similar stats. I’ve only been there less than a year, but I like how I see the progression. They serve over fifty countries whereas Nook, I believe, is strictly American. I can’t speak for Google—yet.

This brings me back to the thought of Amazon failing. I don’t believe for one moment that DoomZday is approaching any time soon. But, some disturbing trends are happening with Amazon’s value.

Today (16March2022) Amazon’s market capitalization is $1.51 trillion. The stock price is $2,996 USD which is a drop from its high of $3,719 in July 2021. That’s a 21.5 percent haircut. Is it a long-term concern? Maybe. Maybe not. Right now the entire stock market is up and down like a new bride’s pajamas.

Do all big companies eventually fail, as Jeff Bezos says? The precedent certainly is out there. Sears. Lehman Brothers. Kodak. PanAm. Blockbuster. Poloroid. Pontiac/Oldsmobile.

Amazon, though? I wouldn’t worry. But if you’re an business-minded indie writer—exclusive with Amazon—seriously, you should consider going wide. This is a numbers game, and there’s money in them thar wide numbers.

Kill Zoners—let’s further this exclusive or wide discussion. If you’re an indie, which camp in do you sleep? If you’re traditionally published, do you consider going indie (or at least hybrid) and what way would you go—exclusive or wide?

———

Garry Rodgers is a retired homicide detective and coroner. Now, he’s reincarnated as an indie crime writer who’s left the dark side of Amazon exclusivity for the wide light of other publishing platforms like Kobo, Apple, and Nook.

Garry is a west coast Canadian product who happily writes in his mind lab on Vancouver Island. He contributes bi-weekly to the Kill Zone as well as hosting a deadly blog at DyingWords.net. You can follow him at @GarryRodgers1.

 

Your Reading Habits

by James Scott Bell
@jamesscottbell

I was an early adopter of the Kindle. Like everyone else, I was amazed that I could have, say, the complete works of Charles Dickens—for 99¢ yet!—sitting inside this little device. And I could keep adding books to it, many of which came via deals in the Amazon store. Why else would I have downloaded Cybill Shepherd’s autobiography if it hadn’t been free?

The Kindle was my constant companion when I traveled by plane. In those early years it was a great conversation starter. People in adjoining seats would say things like, “Is that one of them Kandles?” I would happily expound on the volume and cost of my electronic library.

The Kindle has evolved, of course, and now comes in several styles and sizes, including a tablet. The coolest, and therefore most expensive, model is the Oasis. I’ve been toying with buying this for over a year…but then noticed something. I’ve been spending more and more of my reading time with the following:

1. The Kindle app on my phone. I rarely use my old Kindle now because the phone is always with me and I can easily access my library that way. The downside is I’m not reading e-ink, and therefore can’t read in sunlight. But I don’t do that much reading outside anyway. When I read on my phone I make sure I have my blue-light filter on and the screen a bit dimmer than normal, so my peepers don’t get overtaxed.

2. Audio books. Great for the treadmill or a long drive. The way I get most of these titles is via the Libby app on my phone.

3. Actual, honest-to-goodness physical books, with paper pages and everything! This has been the most surprising development for me. When I first got the Kindle I thought that’s how I—and everybody else—would be reading books from now on. But I’ve rediscovered the pleasure of holding a physical book in a comfortable chair. And so have younger readers. Millennials, for example, overwhelmingly prefer print books, and make healthy use of the local library. Imagine that.

So…how do you do most of your reading on these days? Do you use a dedicated e-reader (e.g., Kindle, Nook, Kobo)? A reading app on your phone? Or do you still like to crack open a physical book?

How much of your reading time is with audio books?

Are you mostly a book buyer or book borrower?

I am going to be on the road—literally, driving a car on a long strip of asphalt—most of the day. So please, talk amongst yourselves! I will try to check in later.

Kobo — A Truly International Indie Publishing Platform

Eight years ago, if I told you I was an internationally-published indie author with a global scale you’d go, “Right. You can’t find an agent or traditional publisher to peddle your pages so you’re forced to self-pub through a vanity press and you mailed five copies to your Scottish-bred mother.” I’d lower my eyes and mumble, “…. …” Today, that’s no longer my self-conscious indie state—thanks to Kobo.

Kobo (an anagram for Book) is a godsend for indie authors like me who operate a growing online publishing business. I avoid the word “self-publishing” because no one in this business truly publishes by themselves. It takes a team to produce a book, whether that’s in print, eBook, or audio form. That includes a cover designer, editor, proofreader, formatter, narrator, writer, and of course, the folks at Kobo who distribute the final product to a worldwide reading audience.

Before going into how Kobo operates and what Kobo has done for me, let me tell you a bit about this leading-edge publishing company. Kobo started in 2009. It was a Toronto, Canada-based online start-up promoting ShortCovers as a cloud e-reading service for Indigo/Chapters. In 2012, Kobo merged with the Japanese e-commerce conglomerate Rakuten, and the e-publishing company is now officially listed as Kobo-Rakuten Inc. Most call it Kobo for short.

Kobo has grown enormously in the past eight years. It’s absorbed brand-names like Waterstones, Borders, Sony Books, and W.H. Smith. In 2018, Kobo partnered with Walmart intending to make Amazon nervous. After all, Rakuten is the Asian version of the American ’Zon.

Today, Kobo-Rakuten has well over 5 million titles in their store. They’re available online in 190 countries and 97 different languages. If that isn’t a truly international indie-publishing platform, then I don’t know what is.

How Kobo is Structured

Kobo-Rakuten focuses on its core products. That’s electronic publication. Their business model, or structure, has three parts. One is digital printing or eBooks. Two is electronic audio books. Three is electronic reading devices like Kobo e-readers and Kobo tablets. At this time, Kobo does not do print-on-demand like Amazon and Ingram. That may happen through Walmart’s Espresso machines.

Kobo’s corporate statement says it’s a “company built by booklovers for booklovers through talented and passionate people taking the top of their game to the next level”. Kobo’s primary management team is in Toronto, and it has a prominent software development division in Dublin, Ireland. International sub-teams work in the US, UK, France, Germany, The Netherlands, Spain, Japan, Brazil, and Australia.

Besides corporate white-shirts and hipster geeks, Kobo has a down-to-earth bunch of ladies in their reader and writer service department. It’s these with-it women that an indie like me communicates with. And by communicate, I mean I can send them an email or arrange a phone call and I’ll get prompt human contact with someone whose accent I understand.

Publishing on Kobo

I have indie-publishing experience in three electronic platforms—Amazon, Barnes & Noble, and Kobo. I’m here to tell you that Kobo is far superior to the other two when it comes to diminished operator frustration. I think the Kobo techs must indie-publish themselves because they’ve built a dashboard that doesn’t suck.

Kobo’s user-friendly dashboard has five distinct parts laid-out in this easy-to-follow order:

Part 1  Describe Your Book — This is where you enter “metadata” into the boxes. It’s basic information like title, series number, author name, publisher, ISBN, etc. You’re allowed up to three placement categories to check off from a comprehensive drop-down list. You also copy & paste your synopsis (product description/blurb) into an html-friendly format. It’s far better than Amazon’s product description block that makes you write html by letter-code.

Part 2  Add Your eBook Content — Here is where you upload your manuscript e-file. Kobo is so easy to add content to. Unlike Amazon that dictates a proprietary e-file called Mobi or AZW, Kobo lets you upload a Microsoft document directly, and it uses its own e-Pub conversion program to convert your document into an e-Pub file. Kobo will convert .doc, .docX, .mobi, and .ode files automatically. They also have a pay-to-convert affiliate called Aptara.

Note: If there’s one secret to successful Word-to-e-file conversion, it’s making sure your Word.doc is properly formatted to start with. This is crucial! I covered the steps in a previous Kill Zone post titled Top Ten Tips on Formatting eBooks From MS Word. Once your file is uploaded to Kobo, they have a one-click preview feature.

Part 3  Determine Your Rights and Distribution — This is straightforward but necessary metadata. Leave your Digital Rights Management (DRM) slide off. Activate your slide for Geographic – Own All Territories. Allow Kobo Plus Subscription. (This is akin to Amazon’s Kindle Unlimited (KU). It’s only available in a few countries but will probably go worldwide.) Also, allow library purchases through Overdrive. Just make sure to increase your price from your regular retail listing. If libraries want your works, they’ll gladly pay $4.99 instead of $2.99. (It’s called a profit center.)

Part 4  Set Your Price — Setting your price point is entirely up to you. It depends on what you think you can charge to get the maximum return from sales. I’ve found my sweet spot is $2.99 per e-Book. If I bump up the price to $3.99 or $4.99, I find my sale numbers drop considerably so I actually make less net income by charging more.

I’ve refined my eBook prices to $2.99 everywhere. That includes all publications on Amazon (20 eBooks), Kobo (8 eBooks), and Barnes and Noble (7 eBooks). I have one perma-free on all platforms, and I could write another entire post on how beneficial perma-frees can be.

Kobo pays 70% royalty on $2.99 and over which is the same as Amazon. Drop below $2.99 and Kobo pays 45% where Amazon squeezes you to 30%. Them’s the rules… and so you must play.

A distinct advantage of publishing “Wide” with Kobo is they won’t penalize you if you’re not exclusive the way Amazon enslaves you under the Kindle Direct Publishing Select (KDPS) program. Trust me. The advantages you lose by moving off exclusive KDPS are far exceeded by publishing perks on Kobo. The only issue might be if you have a large KU page reading and you’ll stop this income stream if you go wide. I didn’t, and I have absolutely no regrets going Wide and hooking up with Kobo.

I’ve been told that using the “.99” trick is important when pricing eBooks, and I believe it. This is a tried & true marketing technique that’s been around forever. That’s because it works. Kobo is truly an international publishing platform that allows you to set individual prices per country and in its currency. Kobo also has an automatic currency converter built-in to the dashboard. However, don’t let Kobo automatically convert and post a $2.99 USD equivalent in a foreign currency or it’ll look like doggy-doo with ugly-weird figures, ie 2.31, 8.47, 28.01, etc.

To get the 70% royalty at $2.99 USD and keep with the “.99” strategy, here’s how I manually set pricing on my Kobo international dashboard:

United States Dollar – 2.99
Canadian Dollar – 2.99
United Kingdom Pound – 2.99
Australian Dollar – 2.99
New Zealand Dollar – 2.99
Brazilian Real – 9.99
European Euro – 2,99
Hong Kong Dollar – 19.99
Indian Rupee – 99.99
Japanese Yen – 299.00
Mexican Peso – 99.99
New Taiwan Dollar – 79.99
Philippine Peso – 99.99
South African Rand – 29.99
Swiss Franc – 2.99

By the way, Kobo pays in half the time Amazon does. You’ll receive your Kobo direct deposit 45 days after the last day of the month. This becomes a monthly cycle and is disbursed provided you make at least $50.00 in sales during that period. Otherwise, Kobo will defer payment until you have a $50.00 payable account. Don’t worry about not getting paid if you have a slow month. It’s like money in the bank, and it motivates you to promote sales and get regular checks.

Kobo Promotions

Kobo has a unique promotion program built into your dashboard. When you first open a Kobo account, the promo tab won’t appear. You have to send Kobo a quick email request and… presto! It’s there and really easy to understand, never mind use.

Kobo’s internal e-Book promotion system is entirely pay-to-play. You have to apply for a particular Kobo promotion feature and you get declined more times than accepted. Looking at my Kobo dashboard, I have 2 active promos running, 1 forthcoming, 7 completed, and I was declined 19 times. Don’t get hurt feelings over being declined for a Kobo promotion. You have to apply quite a bit in advance (2-4 weeks) and they’ll overlook you if they think you’re trying to game or monopolize the system by hogging spots. It didn’t take me long before I got that memo.

Kobo has two promotion packages. One is a flat rate where you pay a fixed-fee (up-front) for a particular exposure. Two is a shared percentage based on sales volume that’s deducted from your pay. Here’s a sample of Kobo promotions and costs:

Daily Deal Homepage – $100.00 flat rate
Free Page – Fiction and Non-fiction – $5.00 or $10.00 flat rate
Double Daily Deal – 10% share
First in Series – $10.00 or $30.00 flat rate
Editor’s Pick – $30.00 flat rate

Kobo has no restrictions about you running independent ads on the email list discount sites. You just have to make sure you adjust your Kobo price to match your privately-advertised promo price. If you don’t, they’ll cut your Kobo promo in a flash. The algorithm-powered bots have a way of knowing this… so be diligent here.

Be aware that “FREE” is the most-searched word in Kobo’s engine. Kobo readers love their free stuff, and it’s a wise move to offer a freebie from time to time… or a .99 cent discount. I only have one free book on Kobo. That’s the first in a multi-book series, and it’s a very profitable loss-leader. The read-through sales rate triggered by a free offering is significant.

Kobo Resources

Kobo-Rakuten is here to help indie authors and publishers. The Kobo dashboard has great links to all sorts of practical assistance. The “live voice” is also only a click or call away. Value-added author/publisher services on the dashboard include:

ISBN issuance
Review sources
Cover designs
Editor referrals
Language translation
Rights management
Audio book recording

Kobo has another excellent writer/publishing portal. It’s called Kobo Writing Life (KWL) which is a blog about writing and self-publishing. Besides the dozens and dozens of helpful posts, KWL has an excellent podcast series featuring their help-ladies, inspiring success stories, and featured events.

So, how is Garry Rodgers Doing on Kobo?

Very well, thank you. That’s considering the short time I’ve been indie-publishing there. I was told by other Kobo indies to be patient and promote. They said it takes a while to gain Kobo traction… give it six months before assessing Kobo’s worth, they said.

It’s been six months now. I put out my shingle at Kobo on April 24, 2020. The first bit… crickets… nuthin’… zilch. Then, I ran some strategic promotions and Kobo took right off for me. I originally started with 5 Kobo publications. I added 3 more eBooks in the summer and, by August 2020, it was all worthwhile.

In July and August, I ran “stacked promotions” on Kobo along with paid ads on sites like Booksy, EReader News Today, and Robin Reads. My Kobo sales jumped to an average of around 20 downloads per day or 600 for the month. Now, in mid-October, I’ve had 3,849 all-time Kobo downloads in 68 international markets. This is growing exponentially, and it’s key to eBook sales success. It’s the same principle as compound interest.

Here are stats on where Kobo sold books for me in the last 6 months. Note: These figures include all regular priced sales and discounted promotions.

Canada – 1817
United States – 510
United Kingdom – 466
Australia – 290
South Africa – 160
New Zealand – 106
India – 69
Netherlands – 45
Nigeria – 33
Ireland – 30

The remaining 58 countries range from 1 to 30 downloads each. In no particular order, they are:

Mexico, Jamaica, Dominican Republic, St. Vincent & Grenadines, Trinidad & Tobago, Colombia, Ecuador, Argentina, Brazil, Tonga, Belgium, Germany, Andorra, France, Denmark, Portugal, Spain, Switzerland, Greece, Romania, Italy, Croatia, Slovenia, Austria, Hungary, Turkey, Morocco, Algeria, Tunisia, Malta, Libya, Israel, Lebanon, Egypt, Saudi Arabia, Qatar, United Arab Emirates, Oman, Ghana, Uganda, Zambia, Namibia, Zimbabwe, Mauritius, Cocos Islands, Turkmenistan, Pakistan, Nepal, Bangladesh, Thailand, Vietnam, Hong Kong, Japan, Philippines, Malaysia, Singapore, and Indonesia.

Kobo is a Truly International Indie-Publishing Platform

A marvelous feature built into Kobo is their deep-analytics distribution map of the world. It shows your total sales volume per country represented in blue circles. The bigger the circle, the more books you’ve sold in that country. The more circles you have on the world map, the wider your global distribution is. You can custom-adjust your stats review by the day, the week, the month, or all-time.

Seeing my Kobo sales growth is encouraging and rewarding. I still have limited experience in Kobo publishing, but what I’ve found is consistent with what more experienced (and much more successful) indies have told me about working with Kobo. These are the factors that’ll make Kobo work for you on an international scale… not possible with any other publisher:

Multiple Products — This includes eBooks and audio books (which I haven’t tried yet). It’s unrealistic to expect decent and expanding sales figures from one stand-alone product. Indie writing and publishing is a “numbers game”. The more products you offer for sale, and the more platforms you offer them on, the more you stand to sell.

Series Production — Most of my Kobo downloads are in a series. I have 6 books in a Based-On-True Crime Series and 2 stand-alone products offered on Kobo. The series beats the stand-alones ten-fold. I see a read-through sales pattern, and it’s growing with more readers recognizing my brand and being confident enough to buy into it.

Pay-To-Play — You have to spend money to make money in the indie writing and publishing business. Paid promotions work. That includes Kobo’s in-house program (which isn’t expensive) and boosting the Kobo promos with “stacked” independent ads. Those include the discount email sites and click-through ads on BookBub. I haven’t tried FaceBook yet, and Amazon won’t allow you to say “Kobo” in their presence.

A Positive Indie Author/Publisher Mindset — This is the most important factor of all. Once I made the decision (February 17, 2020) to treat my indie writing and publishing as a business, things really changed. It takes time and persistence, but it’s worth it. It fits with this quote I have on my writing space wall:

Until one is committed, there is hesitancy, the chance to drawback. Concerning all acts of initiative (and creation), there is one elementary truth that ignorance of which kills countless ideas and splendid plans: that the moment one definitely commits oneself, then Providence moves, too. All sorts of things occur to help one that never otherwise have occurred. A whole stream of events issues from the decision, raising in ones favor all manner of unforeseen incidents and meetings and material assistance, which no one could have dreamed would have come their way. ~ Johan Wolfgang von Goethe

How about you Kill Zoners? Do you have any words to share about Kobo or writing and publishing in general? Let us know in the comments!

——

Garry Rodgers is a retired homicide detective with a second run as a forensic coroner investigating unexpected and unexplained human deaths. Now, Garry has reinvented himself in a third career as an indie author/publisher and admits at struggling to make sense of it all.

When not being indie, Garry Rodgers spends his of time putting around the Pacific saltwater near his home on Vancouver Island in British Columbia at Canada’s west coast. Follow Garry’s regular blog at DyingWords.net and connect with him on Twitter and Facebook.

Top Ten Tips on Formatting eBooks from MS Word

Indie publishing an eBook is a lot of work. It takes creative imagination along with some technical knowledge. And, it requires a lot of commitment mixed with dogged determination and a blind belief that someone is actually going to read the stuff.

Sometimes I wonder why I subject myself to this nonsense. I’ve been indie writing eBooks for eight years now, and I’ve put twenty for-sale publications online. But, I keep at it day-in and day-out—partly thanks to a simple system of formatting eBooks from Microsoft Word.

Notice how I used the term “indie” instead of “self” publishing. That’s because I don’t publish all by myself. Rather, I have a lot of help from a proofreader, a cover artist, and a whole bunch of friendly folks who I don’t know at Amazon, Kobo, and Nook. Someday I’ll make new online friends at Apple and Google as well.

It takes money to indie publish eBooks, and there’s no getting around it. Mary, my proofreader, and Elle, my cover designer, like to get paid and they’re totally worth it. I also pay for promotions through discount email sites like Booksy (Free and Bargain), Ereader News Today, and Fussy Librarian as well as click-ads on BookBub and Amazon.

However, I don’t pay for eBook formatting services which could run $100.00 or more for a proper and professional product (not a ten-buck Fiver special). Doing the math… at a $2.00 royalty that’d be at least 50 sales to break even on formatting costs. Besides, I’ve found the formatting process to be one of the best self-editing tools out there.

I know many writers detest using a PC infested with Word. They’d rather use a tool like Scrivener or their Mac equipped with Vellum. That’s fine, but I’m sticking with what I know, and I’d like to share my top ten tips for formatting eBooks from MS Word.

Tip #1 — Understand What eBooks Really Are

This sounds basic, and it is. If you look up “eBook” in the dictionary, you’ll find it’s a noun meaning “a book composed in, or converted to, digital format for display on a computer screen or handheld device.” An eBook is really a collection of digital characters forming a readable document.

There are two main eBook types. The most popular format is a Standard eBook that uses real-time, flowable text where the end-user can make personal changes to features like font type and size (settings). There are no page numbers (pagation) on standard eBooks because the total page numbers change according to the user’s size preference. Most novels are formatted as standard eBooks so they can be conveniently read on all types of devices like eReaders, desktops, laptops, and smartphones.

The other format is a fixed-layout eBook. These are popular for graphic-laden publications with images, graphs, tables, and charts where the material size can’t be changed. The graphics won’t “flow” across the page if you change settings but you can zoom in and out. Fixed-layout eBooks are popular with publications like cookbooks, children’s books, comic books, graphic novels, and educational textbooks.

Typically, you’d format a standard eBook for:

  • Publications with mostly continuous text
  • Works with small images embedded between paragraphs
  • Ensuring maximum usability on smaller devices like smartphones

Non-typically, you’d format a fixed-layout eBook for:

  • Preserving text over images
  • Wrapping text around images
  • Setting background colors
  • Using multi-columns or horizontal orientation

Tip #2 — Know the eBook File Types

There are over twenty eBook file types. By file type, I mean the software they’re written in. There is no one-size-fits-all when it comes to eBook formatting. However, as far as I know, you can convert a Microsoft Word document into any file type.

It’s important to know why there are so many eBook file types. It’s called technical evolution and business strategies. Some might call it money.

The eBook concept has been around a long time. Back in the 1930s, a guy by the name of Bob Brown got the idea of a “readie” after watching a “movie”. As Bob put it, “A simple machine which I can carry or move around, attach to any old electric light bulb, and read hundred-thousand word novels in ten minutes if I want to, and I want to.”

Bob was a little ahead of his time, but Michael S. Hart wasn’t. Hart is credited with inventing the first true eBook file type in 1971 when he worked as an engineer for Xerox in Illinois. He demonstrated his patent by typing the US Declaration of Independence into a digital file so it flashed up on a TV screen.

Sony upended Hart in 1990 with its Data Discman eBook player. So did Steven King. In 2000, King released the first true indie eBook with Riding The Bullet that was exclusive to online readers. It was downloaded 500,000 times in 48 hours.

And, along came Amazon. The ’Zon bought Mobipocket in 2005 and turned that eBook file technology into proprietary software exclusive to their Kindle eReader. I’m sure they intended to corner as much of the market as they could by allowing Amazon-published eBook files to be read only on Amazon-sold devices. Seems to me they did a good job of it.

That brings me to the three most popular eBook file types today—although there are over twenty in existence. All three file types have their own formatting quirks and quarks which a conversion software like Calibre looks after for you. All three files nicely work with a Word.doc… providing your format the Word.doc properly in the first place. The three main eBook file types are:

Amazon Mobi — This file is exclusive to Amazon and is also known as MobiAZW or .azw. Mobi files only read on an Amazon device like a Kindle or Kindle Fire. You can’t load a Mobi file on a regular reader like a Kobo or Nook, nor on an Apple product or in Google play. Don’t worry about how a Mobi file works. All you need to know is it’s picky about how you prepare a Word.doc for it.

EPub — This acronym stands for electronic publication, and it was uniformly endorsed by an outfit called the International Digital Publishing Forum in 2007 to replace the older Open eBook file system. EPub is used exclusive of Amazon, and you can’t load an EPub file on a Kindle. Apparently, an Amazon black hole will open up and swallow you if you try. So, if you plan on “going wide” and publish on non-Amazon forums like Kobo, Nook, Apple, and Google, you’ll have to format your Word.doc as an EPub file.

Adobe PDF — Here we have the difficult child in the eBook file family. A Portable Document File is technically an electronic book, but some electronic publishers make it sit in the corner. PDF’s are great as technical eBooks that you can share online or use as an email list magnet, but they aren’t compatible files for commercial eBook sites. And, whatever you do, do not try to upload a PDF to a retailer in place of a properly-formatted Mobi or EPub file. It will turn into a mess.

Tip #3 — Appreciate How a Microsoft Word Document Works

Let me say that I’m not an expert on MS Word. Not by any means. I’ve written millions of words in this software program, but there’s a lot I don’t know about it. However, I know enough about Word to get it to do pretty much what I need it to, and I’m comfortable with that.

Microsoft Word is a word processing program. It’s the gold standard when it comes to managing text documents, and it’s used professionally and recreationally by over a billion people. No word processing tool even comes close to Word for popularity.

In 1981, Microsoft bought an existing processing program called Bravo. They had a top engineering team re-invent Bravo which they released as the Multi-Tool Word for Xenix Systems. It was meant to compete with WordPerfect which was the leader at that time, and its name was soon shortened to Word.

Word has been renovated many times over the past four decades. I use Word 2010 because I’m a Luddite and too cheap to upgrade to the new Word 2019. For eBook writing and formatting, my Word version works fine and I’m sticking with it on Windows 8.

Word wasn’t very popular at first. It was clunky and troublesome with a big learning curve. That changed as Word became more WYSIWYG (What You See Is What You Get) and allowed users to customize their documents and view on-screen what the end product would look like.

My Word 2010 has eight tabs on the upper toolbar. I use five of them daily—file, home, insert, page layout, and review. The other three—references, mailings, and view—are there if needed.

MS Word has some marvelous shortcuts. They are real time-savers and can resuscitate an accidentally-erased page part or an entire document at the press of two keys. Here are the shortcuts I regularly use:

  • Control + A highlights the entire document
  • Control + C copies the highlighted portion
  • Control + F opens a search bar
  • Control + K opens a hyperlink window
  • Control + V pastes a copied piece of text
  • Control + X cuts a highlighted portion
  • Control + Z restores a delete

The Control + Z feature has gotten me out of more writing, editing, and formatting pickles than I can remember. Thank God the MS engineers built this into their Word software. It also transports with a Word.doc when you transfer it into an eBook formatting tool like Calibre.

Tip #4 — Become Very Familiar with Your MS Word Home Tab

Your home tab is the main tool belt for Word. Most features that you need to write an eBook are right there at your fingertips. Let’s go through the main tools and discuss what works best for drafting a Word document that easily formats or converts into a Mobi and EPub file

Font Face — Depending on the Word version you’re working in, you’ll have dozens and dozens of font styles to choose from. There are hundreds more available to download from the net. That’s all fine and well to get fancy on your Word doc, but that’s not okay when you go to format your eBook. No matter what font face you pick, Amazon’s Mobi proprietary software is going to output your font in a fixed serif style so you might as well use Times New Roman right off the bat. EPub platforms are a bit more font-friendly so you can use a serif style like Adobe Garamond or a sans serif typeface like Ariel.

Font Size — The nature of eBook operation is that the reader can modify their on-screen font size to suit their pleasure. However, keep your Word doc as clean and uniform as you can. I recommend that titles go in 24 point, introductions in 16 point, chapter headings in 14 point, and all text in 12 point. Do not use a font size larger or smaller than 12 for your main text body or you’ll regret it.

Bold, Italics & Underline — Both Mobi and EPub files will import hidden html code from Word that specializes your font accents like bold, italics, and underlines. They’ll convert from Word to an eBook file without having to identify strange-looking html symbols like <b>, </b>, <i>, </i>, <u>, </u>, etc.

Font Color — There’s no problem using a colored font in Word and having it formatted on either main eBook file. I’d strongly suggest keeping your font in standard black which should be your default font color. Deep reds or blues are nice to make a point but don’t even think about using any color except white for your background shading. It will not convert.

Bullets and Numbering — Also, there’s no problem getting automatic list numbering and billeting to convert from Word to an eBook file. It’s not like WordPress which has a hissy-fit if you try to import something creative.

Align Text — You should use align left for the vast majority of your document text. If you need to make a point with a scene break or something requiring a center text, that will show up fine on an eReader, too. Avoid using align right because it reads really weird on an eScreen.

Justify — Word lets you set your text with evenly aligned or justified left and right margins. That causes your words to stagger in spacing which looks crisp and clean on a Word screen. However, when you format a justified document into an eBook file it can look messy on an eReader. Do yourself a favor and don’t format your Word document with a Control + J justification. When a reader enlarges the font on their device, there will be ugly gaps in the word spacing.

Line and Paragraph Spacing — Use 1.15. That’s it. 1.15 only.

Style Boxes — Use the Normal setting for all text and Heading 1 for anything you want to appear in your table of contents (TOC). Set your style default to the font face, size, and color you want and leave it there. It’ll save a lot of formatting time. Ignore the No Spacing, Heading 2, Title, and Subtitle style boxes.

Find & Replace — This feature is irrelevant to formatting, but it sure makes your writing and editing life easier.

Tip #5 — Be Careful with Indents and Paragraphs

If there’s one area that could get you into a maximum-security eBook formatting prison, it’s screwing up indent and paragraph formatting on your Word document. I can’t stress this enough!!!

Most writers probably use the enter and tab keys for paragraph spacing and indenting the first line. This looks good on a Word doc and a PDF, but it’ll be a pile of doggy-doo when you see it on a Mobi or EPub file.

I do eBook formatting for friends, and I see this error repeatedly. To fix it, the Word doc has to be exorcised of this formatting demon. This is a big job if you try to fix this manually. The trick is to highlight the entire document and use the Find/Replace feature. You enter  ^t  in the Find field, put nothing in the Replace field, and click Replace All. It will reset your Word doc to a neutral format so you can properly rework it as Mobi and EPub compatible.

What you have to do (if you want industry-standard eBook formatting for paragraph indents and spacing) is to use the tiny little “paragraph” feature on the bottom center of the Word toolbar. Click on the enlarge icon which, at my age, you need glasses to see.

The paragraph window opens and offers you options for indents and spacing as well as line and page breaks. Do this:

  • Alignment — set on “left”
  • Indentation — set left and right at “0” (zero)
  • Special — set as “first line” (this is probably the most important eBook formatting tip)
  • Spacing — set before and after at “0” (zero)
  • Line Spacing — set at “single” (your main toolbar setting at 1.15 will override)
  • Line and Page Breaks – leave at the Word default setting (more on this coming up)

Terry Odell did a great piece on yesterday’s Kill Zone titled Ins and Outs of Indie Publishing: Going Wide. Terry nailed it with this advice on formatting, “Some basics are formatting in TNR, 12 point font, 1 inch margins all around, and use a paragraph style for indenting, NOT TABS. EVER.”

Tip #6 — Use Show and Hide

This MS Word feature is an absolute godsend to eBook formatters. It’s truly lifesaving. This is the show and hide symbol: ¶ It’s right up there at the center of your Word toolbar to the left of the style boxes. At least it’s there on Word 2010. I’m not sure about other versions, but I’m sure it’s not discontinued.

Show and Hide (¶) lets you view your Word doc behind the scenes. It allows you to check spacing, indents, font size, and little things like hidden bold, italics, and underline specialties that lie between lines and paragraphs. ¶ lets you adjust your entire document for uniformity. There will be non-conforming information in your document that you can’t see on a Word screen but will confuse the eBook conversion/formatting and it can become real dog-vom when it shows up as a Kindle, Kobo, Nook, Apple, or Google eFile.

Tip #7 — Be Careful With Page Breaks but Promote Page Layout

By design, eBooks are fluid and non-editable. Although there’s no way for an outside party to enable editing on a published eBook, the reader has total control over using their eReader in a personal manner. They can adjust all sorts of reading conditions from size to lighting, but they can’t modify the content.

That includes page breaks. You, as the writer in Word and the formatting in EPub or Mobi have total control on how you want to interrupt your reader’s flow. Be aware that they might not like pre-assigned page breaks. However, they’ll hate an eBook that isn’t properly formatted for page layout.

There are two schools of thought about placing page breaks into a Word doc destined for an eBook file. One is to leave page breaks out altogether and let the eFile software run the show. The other is to strategically place page breaks where they work to help the eFile, not hinder it.

The page break feature on Word is in the Page Layout tab at the top left third space, and it’s called “Breaks”. If you click on it, you’ll see a lot of options to stay away from. If you must use a page break, just put your cursor on the next paragraph indent and click “page”. You’ll see a line that interrupts your Word text and starts a new page. It does the same on an eFile.

Use page breaks sparingly. The beauty in an eReader is experiencing a continuous flow and a page break can take the reader right out of the book. I don’t place page breaks between chapters. The only place I put a page break is when I add a graphic like an inserted picture. The page break ensures the insert will show up as a whole on a screen and not be cut off.

There are two more highly-important features in Page Layout and you need to set them like this:

  • Indent Left: 0 cm
  • Indent Right: 0 cm
  • Spacing Before: 0 pt
  • Spacing After: 0 pt

Your left and right margins are likely set by default at 1 inch or 2.54 cm. If they are, leave them there. If not, make them your standard Word doc default setting. The reason you put paragraph spacing at 0 pt before and after is so you can manually set them with your spacer or enter bar when you review your document with the ¶ feature. If you have a mixture of automatic spacing and manual, your eFile format will be messed up.

Tip #8 — Insert Images that Don’t Get Messed Up

To eBook file credit, they’re image friendly. To their discredit, they’re quite picky about formatting from a Word document. With eBook formatting from MS Word, you can’t eat your cake and still have it too.

Like another activity, size matters in eBook formatting. Here’s the #1 rule when formatting images in a Word doc. Don’t do it.

Instead, prepare your images in another software form and save it as a jpg or png file. Once you have it eBook compatible, then use the Word Insert tab to paste the image where you want it in the Word doc. Mini-tip: Insert the image using the center align feature on the toolbar – not the justify one.

I use good old Paint to format an image headed for an eBook. I take a screenshot or download an internet-based jpeg or png and upload it to Paint. Then, I crop the image and size it to 500 pixels wide by whatever height works. I “save as” and then insert it into the Word doc. It then stays stable as an eBook image at a manageable 500 pixel-wide size despite what an end-user might do with setting changes on their reading device.

If you try to size images within Word, they’ll do what they want as an eFile and the professionalism of your formatting will be compromised. Remember the KISS principle (Keep It Simple Stupid). There’s no need to complicate eBook image formatting as long as you import a pre-formatted image into Word before converting to an eFile like Mobi or EPub.

Tip #9 — Use Calibre for Formatting Word to Mobi or EPub

Like Word, I don’t profess to be a Calibre guru. In fact, the more I use Calibre as an eBook formatting/conversion tool, the more I KISS. Calibre can have a big learning curve if you want to know the geek stuff.

I don’t. I only want to write an eBook in Word, format/convert it into a Mobi or Epub file, and put the product up for sale on a retail platform. I don’t care about how the things work. You can download free software for Calibre here.

Don’t be intimidated by Calibre. It’s an eBook conversion software system designed like a pipeline. Schematically, here’s how it works:

  • Step 1 — Input Word doc format
  • Step 2 — Input Calibre Plugin (Mobi or EPub template)
  • Step 3 — Transform
  • Step 4 — Output Plugin (Mobi or EPub finished file)
  • Step 5 — Save eFile to your hard drive and/or flash drive
  • Step 6 — Upload your eFile to your eBook retailer’s dashboard

Functionally, here are the simple steps to convert a Word document into an eFile on Calibre:

  • Step 1 — Open Calibre
  • Step 2 — Click Add Books
  • Step 3 — Upload your Word.docx
  • Step 4 — Click Enter Metadata (you can leave this blank and move on)
  • Step 5 — Click OK
  • Step 6 — Verify Input Format is DOCX and set Output Format (you have a choice that includes EPUB and MOBI. AZW3 is also there, but just use MOBI for Amazon)
  • Step 7 — Click OK (the JOBS icon circles in the lower right. When it stops, you’re done)
  • Step 8 — Slick SAVE TO DISC and select the folder on your computer.

It’s now saved as formatted eFile that’s ready to put up for sale on a retail eBook site. There are a lot more things you can try on Calibre but if you KISS, that’s all you have to do. Note: You have to repeat the process for each eFile conversion.

That’s it. Formatting a Word document to an eBook is this straightforward. The trick is making sure your Word doc is eBook friendly. I can’t emphasize this enough!!!  Oh, BTW, save your Word document as a Word.docx. It’s the most recent form and it’s compressed with less chance of being digitally compromised.

Side Note: Amazon now allows you to directly upload a Word.docx to KDP, and their system will automatically convert it to a Mobi/AZW file. I’ve tried it and it wasn’t pretty. However, I’ve uploaded a Word.docx to Kobo and it came out great. You can also use an eBook aggregator like Draft2Digital or Smashwords to format your Word document, but they’ll take a 10% cut for their service. Again — the real trick is to make sure your Word.docx is properly set up before converting it to an eFile.

Tip #10 — Have Fun & Make Money

I have no ethical problem about making money from turning Word docs into eBooks. However, actually making money this way is an art on its own and when I find the secret I’ll gladly share it. For now, though, I’m having fun doing this.

How about you Kill Zoners? What’s your experience with MS Word and formatting eBooks? Please share what you know or ask what you don’t know.

——

Garry Rodgers is a retired homicide detective and forensic coroner. Now, he’s a struggling indie publisher who writes crime stories on Word, formats them on Calibre, and flogs them on Amazon, Kobo, and Nook.

Garry lives on Vancouver Island in British Columbia on Canada’s west coast. When not writing, Garry Rodgers spends his time putting around the saltwater and hiding from the taxman.

Ins and Outs of Indie Publishing: Going Wide

Going Wide–or Don’t Put All Your Eggs In One Basket.
Terry Odell

Garry had an excellent post going into great depth for using Amazon to self publish, tips that are useful for anyone putting their own books out there. I use Amazon, and it makes up a strong percentage of my writing income, but I’m a strong proponent of going wide. For me, it’s about people, and not everyone shops Amazon, especially internationally. I’ve reached readers in countries I’ve never heard of via Kobo’s platform. (Not that geography was ever my strong suit.)

publishing wide

My 2020 Kobo sales by country

Another perk of going wide is being able to set your book’s price to free at any time. I’ve found offering first in series free for several of my series is an excellent way to attract readers and drive them to the rest of the books. Amazon will price match–maybe, but it often takes some effort. Plus, as I understand it, the KDP Select TOS say you can’t distribute enrolled ebooks for free, so giving them away via services like BookFunnel, etc., as reader magnets or rewards is off the table. Many readers who subscribe to Kindle Unlimited are the sort who want lots of books at little or no cost, and I prefer to attract readers who are willing to pay for books, not wait for free days. However, going wide opens the door for other subscription services such as Scribd or Kobo Plus.

First, my personal history. When I started writing, which wasn’t all that long ago, I was with digital publishers. There was no Amazon, so each publisher had its own website with its own store. Digital publishing got its push with Ellora’s Cave, because they published erotica (which they called “romantica”). Privacy was a huge selling point. Readers could buy books on line and read them on their PDAs. (Yes, it was that long ago.)

Then, Amazon came into the mix, and digital publishing took off. For all practical purposes, they were now the “only” game in town, and when my traditional publisher remaindered my first book, it seemed reasonable to give Amazon a try. I wasn’t a huge name, so sales weren’t great, but it was a new way to reach readers with ebooks, since the publisher printed only in hard cover and targeted libraries, not bookstores. There was no monetary investment, so I had nothing to lose.

As I recall, Smashwords appeared shortly thereafter, and Barnes & Noble was next on the digital scene. I added them to my distribution channels. Amazon had just started its “Select” program requiring 90-day exclusivity, and I didn’t want to play that game. (Note: I still don’t.) When Nook came out with its now defunct “Nook First” program, I was in the right place with a new release, and gave them 30-day exclusivity. In return, my book appeared on their home page for a week, and emails promoting my book were sent to anyone who owned a Nook or had bought any of my books. I recall the Hubster saying, “Hey, Barnes & Noble just told me to buy your book,” and my daughter-in-law saying someone at work came up to her and asked if she was related to the author. I made $20,000 that month from Nook sales (and had to give back most of my Social Security and hire a tax guy).

As more channels opened, I added all my titles to each. So, that’s my publishing history. Back then, the technical aspects of getting books formatted was more challenging, but I figured it out, and if I can do it, anyone should be able to, especially now. Some basics are formatting in TNR, 12 point font, 1 inch margins all around and use a paragraph style for indenting, NOT TABS. EVER.

(Note: as more and more e-readers have come out, the end-user has control over things like fonts, etc., so there’s no need to get fancy with formatting. Stick to the recommendations.)

Now, it’s SO much easier. If you’re not comfortable with formatting, Draft2Digital will take your word doc and format it for you. All you really need to start is the doc file (they take docx, rtf, and epub as well). In their words, “If Word can read it, we can, too.” They also give you a choice of “decorations” for chapter headings and scene breaks, as well as drop caps if you want them, or other ‘start of chapter/scene’ options. (But not if you give them an epub.)

publishing wide(Another note: I don’t justify my digital files because when you up the font, as many readers do, you get huge ugly gaps of white space. Kindle automatically justifies the file. I do justify my print format.)

D2D will also create front and back matter, including an “also by the author” page that sends people to Books2Read, a link to a choice of bookstores for the reader. I first used D2D when they were new and the only way to get to Apple without a Mac, but they also distribute to places like Hoopla, Scribd, Tolino, 24 Symbols, and Bibliotheca and OverDrive for libraries.

As digital has grown, so has conversion software, because the better the book looks, and the easier it is to use the channel’s site, the more money you both will make. However, the former author relations guy at Kobo said D2D had the best conversion software out there, and he used them to make his epubs to put up at Kobo.

I go direct to Nook, Kobo, and Kindle and Smashwords because there are some perks available, such as promotion opportunities, discount coupon offers to readers, but D2D will distribute to those channels if you want. I use the epub file that D2D provides (no charge—you can download their epub and mobi formats and don’t even have to publish your book with them.) I’ve used them to create reader magnets for giveaways. I can use that file at Kobo, Nook, Kindle, and Smashwords. Again, the easier the interface is to use, the more likely authors will publish, so following directions at each of the channels is all you need to do. They’re all (of course) slightly different, but if I can figure out where to put the information, anyone should be able to.

publishing wide

Image by Terri Cnudde from Pixabay

It took me longer to establish a readership at the other channels, but now that I have it, I don’t want to lose them. They’re the frosting on my royalty cake. Plus, if Amazon sales sag, the other channels help make up for it.

For the record, I’m a Nook book-buyer, so if a book is exclusive to Amazon, it’s not likely I’ll buy it. Yes, I have the Kindle app, but  I prefer the user interface on my Nook. About the only Kindle books I “buy” are the Prime freebies each month, and many months, not even those. Yes, as an author, I make more money selling at Amazon, but exclusivity rubs me the wrong way. My take: The more power we give Amazon, the more they can change the rules to suit their game. This means that if they decide to end Kindle Unlimited, which they could, you’ll have to start from scratch building a wide readership. Putting all my eggs in one basket doesn’t work for me.

You do what works for you, and since I’m retired and don’t need to put food on the table with my book earnings, I prefer to reach more people who will buy my books, not make the most money possible. I write because I can’t imagine not writing.

Questions? Experiences to share? The floor is open.


Heather's ChaseMy new Mystery Romance, Heather’s Chase, is now available at most e-book channels. and in print from Amazon.

Terry Odell is an award-winning author of Mystery and Romantic Suspense, although she prefers to think of them all as “Mysteries with Relationships.” Follow her on Facebook and Twitter.