1. Creating a Publication

  • Go to Publications (your homescreen)
  • Click on the Add icon
  • Enter the title of your publication
  • Click on Save

Your publication is created! You can now add all the metadata and files, and find your publication in your Publications list.
Please note that the title you enter when creating a publication is what we will send to retailers. Please make sure that your titles matches exactly the title on the cover, because some retailers might reject it if it doesn't.

When you click on Save, you will be redirected to the Formats section of the publication, but you can fill your metadata in whatever order you prefer.

When you create a publication, it will be offline so that you can take the time to document all the metadata and add the files. Once you are done entering the metadata, the publication will automatically go online. If it doesn't, it means that your publication is missing a required field. You can see what metadata is missing by trying to put your publication online yourself.

Fields that must be completed:

  • Title
  • Subtitle (if applicable)
  • Summary 
  • Contributor
  • Publication and on-sale date
  • Prices
  • Language
  • Classification (at least 1 BISAC)
  • Series (if your title is part of a series)
  • Audience (particularly important for children and young adults books)

2. Description & Formats

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Note : Enter the ISBN and publication date of the paper format. This allows booksellers to offer an electronic excerpt and allows to associate the paper format to its different electronic formats. This information is required by certain resellers.

3. Contributors

  • Go to Metadata/Contributors
  • Click on Add
  • You can either choose between New Contributor or Existing Contributor
  • Choose the role
  • Enter first and last names
  • Click on Save

4. Sales / Price

  • Go to Metadata/Sales
  • Click on Add
  • Choose the currency
  • Choose the amount
  • Choose the format you wish to apply the price to
  • Choose the price start date. In case of a promotional price, you can also add an end date. If this is your regular price, leave the end date field empty
  • Click on Save

5. Metadata / Security

Please note that the security of your publications is already defined, by default, at your organization level, but you can choose another protection for specific titles if you wish.

Watermarking :

Text inserted on the pages of each publication sold.

It includes the name of the end-customer, date of purchase, transaction and user numbers, and ID of the dealer who made the sale.
The watermark is found on:

  • The first page
  • The last page
  • 14 random pages inside the book. 


Adobe Content Server 4 (ACS4) protection is a form of Digital Rights Management (DRM), or digital security mechanism, that associates the file to a single user.
The user must own the Adobe Digital Editions software, and create an Adobe ID account (both are free of charge). Once the file is associated to an Adobe ID, it cannot be transferred to another device activated via another account. It is possible to create up to 6 copies on different devices, as long as they are activated via a single Adobe ID.

  • Some devices are not compatible with ACS4 DRM.
  • There is a fee for publishers associated with the use of ACS4 DRM.
  • Some bookstores refuse to sell publications protected by DRM. :

6. Metadata / Classification

  • In Metadata / Classification, in the Classification tab
  • Choose the standard (BISAC is the most commonly used, Thema is also important)
  • Select one or several categories that are relevant to your publication
  • Click on Save


Our tips for classifications

  •  It is mandatory to specify a minimum of one BISAC category. We suggest recording three accurate and representative categories. If possible, avoid using broad categories, such as FICTION/General, that will not help bookstores correctly identify your publication.
  • Always stay within the same overarching categories. For example, should you put a historical novel in FICTION and FICTION/History, do not choose category HISTORY as another category.
  •  If you publish youth titles, choose categories either starting with JUVENILE (up to 12 years old) or YOUNG ADULT (12-18 years old).

7. Metadata / Medias

You can improve the presentation of your publication by adding related media (media are public files which are downloadable for free without protection, linked to the publication)

Note : The first page of your PDF file (if you have uploaded a PDF) is automatically saved as an image and is provided to the libraries to be used as a cover page. Your EPUB cover image is also automatically extracted from the file if you do not provide it in the Medias.

This image is also used in the Overview of the Digital Warehouse as the cover page image.

If you save your own cover page image in the Media section, that image will be used in place of the first page of the PDF file.

8. Metadata / Series

  • Go to Metadata/ Collections and Series
  • Under Series, click on Add
  • Start typing your Series title. If the series already exists, we will suggest it to you and you will simply have to click on the suggestion.
  • Enter the position of your title in the series
  • We will automatically fill the position caption (Book 1, for example), but you can change it if you prefer another display (Volume 1, or Chapter 1, etc.)

9. Metadata / Audience

  • Go to Audience
  • In the first tab (age group of interest), enter minimum and maximum interest ages and click on Add. Those are particularly relevant for children and young adults books.
  • In the second tab, ONIX codes, select the ONIX audience code that is most relevant to your publication