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Publication Files and Metadata Preparation Plan

Published July 29, 2026Last updated July 29, 2026By Gary Whittaker
What this guide will help you do

Complete a seven-control workbook for preparing authoritative publication files and metadata for every intended edition.

Self-Publishing Path · Milestone 14 · Apply

Publication Files and Metadata Preparation Plan

Complete the seven controls below to produce a traceable Publication File and Metadata Record.

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Control 1

Confirm edition scope and readiness

Control 2

Build the edition requirements register

Edition Destination Current requirement source/date Interior or ebook requirement Cover requirement Status

Control 3

Create the authoritative file manifest

File Edition/component Version Owner Storage location Approval evidence

Control 4

Complete the metadata master

Control 5

Reconcile rights, credits and accessibility

Control 6

Test every package

Test Expected result Actual evidence Status Correction/recheck
Interior/ebook opens and renders
Cover matches edition requirements
Metadata matches files

Control 7

Freeze the submission package

Completion: every approved edition has an authoritative, tested file package and one consistent metadata master with traceable evidence.

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