In part one of this blog I discussed why I love Scrivener for version control. This time we are going to discuss compiling and formatting both ebooks and print books straight from Scrivener. It seems like a long process when you read this, but once your book’s details are set it’s really fast and easy.
Compiling in Scrivener
There’s an old saying, the devil is in the details. That saying pretty much sums up compiling in scrivener. It’s straightforward but there are details that have to be minded in order to have the finished product turn out the way you want. Setting aside a little time to go over your book’s details will save you a lot of time later. Don’t fret the time, once the details are right the rest of the formatting will be taken care of by Scrivener itself.
There are some basic issues that need to be addressed before you get ready to compile. These issues cover both ebook and print so they will be done together.
You can insert your own cover into the finished ebook easily with Scrivener, but it first must be in the scrivener project in the right place. You need to drag your cover art into the sample output folder in the research area. Don’t try to insert it in the title page under front matter and don’t ask me to explain the logic of placing it in research. If it’s in the sample output folder it will be available in the compile menu and scrivener will do the rest.
Front and Back Matter
One of the great things about compiling from scrivener is front and back matter. These have to be done differently between print and ebook and often between different ebook retailers.
For example, you will have different ISBN’s for print and ebook versions. You might want to craft a different copyright page and dedication for each edition. It’s common to abbreviate the front matter on ebooks, ereaders want to open an ebook and go right to the story.
Scrivener recognizes this and has separate folders for print and ebooks. The bad news is that you have to fill out each folder separately. The good news is that Scrivener will keep the information separate from there on, so you don’t accidentally insert the wrong ISBN or front matter.
The back matter “About the Author” page is a great tool for selling the next book. If a reader just finished your book and enjoyed it, make it easy for them to grab the next book in the series by including a link to it. However, most retailers have picky rules about links in ebooks. They won’t let your book link to a competitor for example. So you want the link in the Kindle version to direct to the Amazon page for book two, but you want the Apple iBook to direct to Apple’s store. With Scrivener it’s easy to create three different About the Author pages with the same basic information, but one with Amazon links for the kindle version, one with Apple links for the epub and another with no links for the print version. I create these in their own folder in the front matter tab of the binder. You can click and drag the correct version into the back of the document before compiling.
The dollar sign inside of brackets is code. Anywhere you see these, Scrivener will automatically import some piece of information into that document when it compiles. Most of the time that’s exactly what you want, but there are occasions when you need to take control, and you can.
One is the author name. It will import the name of the person who registered the software, just as Word does. However you might use a pen name or the Scrivener program you use might “belong” to a spouse or parent. No problem. You can simply highlight $authorname and replace it with whatever you want.
The same might be true of the copyright year if you are republishing something from a previous year. $year on the copyright page can be changed to whatever year you need.
Making these changes ahead of time will shorten formatting later on and help troubleshoot some of the most common problems.
For ebooks we are going to concentrate on Kindle files. Scrivener will handle epub as well and the same basic rules apply. The very first step to using Scrivener to make kindle books is to download Kindlegen from Amazon.
Kindlegen is Amazon’s own ebook creation tool. I don’t know many writers who use it, because on it’s own it’s not much to look at. It works but it requires some technical skill to fine tune. With Scrivener you can do that fine tuning with Scrivener and get really good results.
When you choose the kindle (mobi) option under the compile menu it will add a tab for kindlegen. The first time you use it you will have browse for kindlegen and tell Scrivener where the program is located in your computer. (Usually under applications, unless you put it somewhere else.) Once you’ve done this it will remember for the future.
Each tab on the left side of the compile menu brings up a different dialog box and each has it’s uses and foibles.
Allows you to select what goes into your book. Typically you want to include everything in the manuscript folder and that’s Scrivener default setting. However you can use this dialog box to change that.
One foible to watch for is the front matter check box at the bottom. Different options (print, manuscript, ebook) will have it automatically selected to its own default. If you have special front matter, this is where you can tell Scrivener to use that instead.
The separators menu allows you to customize how you create scene breaks, chapter breaks, etc. The average user doesn’t need this on most projects, but some writers might use this. The drop down menu allows you to select an empty line, single return or section break. Or you can choose custom and enter what you want in the right hand box.
Allows you to select any image in the sample output folder.
Scrivener uses a hierarchical formatting system. That means there are different levels and each level is treated differently. There’s a neat little trick to working with this system. When you select a level on the compile menu, everything on that level will be highlighted in the binder. This can be very useful when troubleshooting problems.
The average writer will only have/need two levels, chapters and text. Notice at the top there are a number of check boxes. For final formatting only title and text are important but if you were creating a proof for an editor you might want to play around with including meta data or synopses.
For today, we will only use title and text. Notice that in the screenshot level one, which if the folder level, is selected. Down below we see an editor screen with Chapter one: Title in it. This is a preview of what you will see when you compile. If you’ve named each folder with a pithy chapter title, all is well. If you’ve simply numbered your chapter, your final book will come out with Chapter One:Chapter One, etc. Or worse still you might end up with Chapter One: New Folder. If this is your case, uncheck the title checkbox for that level. The result will be that Scrivener will simply provide the chapter numbers with no chapter titles. “Section layout” will give you more options to change how the title will be displayed. The internal help dialog does a good job of explaining the options.
For those really wanting to fine control the chapter titles, you can read up in the manual about the title adjustment dialogue, but it’s not necessary for creating a good ebook, in my opinion.
For ebooks, there isn’t a lot of fine tuning needed for layout. However I would check this page over. Scrivener should default to checking the “generate HTML table of contents” which is what you want. That will create a navigation file that will let readers easily find the table of contents and the chapter they want.
There are a handful of features under transformations that allow you automatically change portions of the text. I rarely use these myself and there is one huge foible to watch out for. For reasons that are beyond me, Scrivener by default checks the box “Convert Italics to Underlines.” I have no idea why anyone would want to convert every instance of italics into underlines, but it’s there and it’s checked. I always uncheck that box.
HTML settings, replacements, statistics and tables
None of these tabs should have anything you need for book formatting. For proofing you might want to include some statistics and non fiction writers might have tables to work with, but for our purposes these tabs can be safely ignored.
Metadata is information about your book that isn’t included in the actual book. It includes titles, a description and keywords. Scrivener always you to customize the metadata you include with your books files.
One important foible to note here is author name. If you are writing under a pen name, be sure you check this tab and correct the information.
That’s it, folks. It’s time to compile. When you hit the compile button you will be prompted to choose a destination file and Scrivener will do the rest. When you are done you can open the file with a Kindle app or share it to your favorite reading device.
The basics of compiling for print are almost identical to ebooks. In fact if you’ve followed along with the above description of ebook compiling there are only three foibles we really have to deal with for print.
Compile for PDF, not Print
When you select compile for a print format, Scrivener will want to default to compile for print at the bottom. This will lead to no end to troubles. You want to compile for PDF. Why? Its the same issue I have ran into time and again with Word as well. When you compile for print it always wants to default to a standard 8 by 11 1/2 inch sheet of paper, which is what a standard printer uses. Createspace or other print on demand publishers will reject your pages, because each page will be a 5×8 printed page centered on an 8X11 sheet.
Instead you want to compile for PDF, which will create a correctly sized PDF, once we’ve handle the second foible.
Under the page settings tab you want to select the page setup button in the right corner. It will be set by default to 8×11 and you will need to change it to whatever trim size you plan on using for your book.
A final foible to consider, if you are publishing under a pseudonym, is in the layout section. Scrivener will automatically create headers with the novel name on one side and your last name on the other. You can tweak that if you need to for a specific project.
That should be it. Run through the tabs, checking that you have the right About the Author at the back of the book, that the chapter headings are the way you want them and then compile.