Galley
FIELD GUIDE NO. 08

Publishing on KDP: The Complete Preflight Checklist

Lock the metadata, files, rights, pricing, and release settings before the Publish button makes mistakes expensive.

Ten release gates · A red-team review · A controlled submission

The Publish button is one click. Everything it submits took months, and some of it cannot be taken back.

KDP's screens make releasing a book look linear: details, content, pricing, done. The real system is interconnected. A one-character difference in the author name can stop the formats from linking. A late interior correction can change the page count and silently invalidate the cover spine. A checkbox ticked casually can create ninety days of ebook exclusivity, and a price entered one cent below a threshold can change the royalty rate that applies. None of these mistakes announce themselves in the form.

So treat publishing as a release operation, not an upload: one approved release candidate, one metadata master, deliberate decisions on ISBN, DRM, exclusivity, timing, and price, a red-team pass, a controlled submission, and an audit of what customers actually see. This guide is that operation, gate by gate. Never use the KDP form to decide what the book is. Use it to enter decisions already approved.


01 THE SHORT ANSWER

The ten release gates

Prepare one release candidate before entering the title-setup screens, and consider the book ready only when ten gates are closed.

  • The KDP account, identity, tax profile, and bank details are complete.
  • One metadata master controls every format and file.
  • Publishing rights, permissions, and AI classifications are documented.
  • The description, keywords, categories, and audience settings are accurate.
  • The Kindle manuscript and cover pass complete device preview.
  • The paperback interior and wrap pass Print Previewer and a physical proof.
  • ISBN, print options, DRM, distribution, and exclusivity choices are intentional.
  • Pricing is tested against current royalty rules, delivery or printing costs, and reader expectations.
  • All formats use matching identity data so Amazon can link them.
  • A post-publication audit confirms what customers actually see and receive.

Two habits hold the gates shut. First, do not plan on fixing it later: some fields can be updated after publication, others are locked or require a new edition, and every update re-enters review and takes time to propagate, so corrections after release are exception handling, not workflow. Second, name one release owner who knows which files are approved, where the metadata master lives, who accepted rights and compliance, who approved the proof, and when the release may be submitted. Shared responsibility without one owner creates silent gaps.


02 THE TOOL

Assemble the Release Candidate Package

Do not upload files scattered across downloads, email, and design tools. Create one read-only release folder containing only approved artifacts: the metadata master, the rights and permissions ledger, the AI content ledger, the final Kindle manuscript and cover, the final print interior and wrap with their specification sheet, the QA and proof signoffs, and the release log. Remove drafts and alternates, do not rename files during upload, and record any later change in the log.

THE NO-DRIFT RULE

No artifact enters KDP unless it appears in the Release Candidate Manifest.

This single rule prevents most wrong-file uploads. The manifest records each artifact's exact filename, version, approval date, approver, and critical specification, and a late change regenerates every downstream artifact it touches: an interior that changes page count un-approves the cover.


03 FOUNDATION

Prepare the KDP account safely

Complete account setup before launch week. Identity or tax issues can block publishing entirely, and bank validation can take time.

ONE ACCOUNT

KDP's current policy prevents creating a second account under another email. If old titles exist under multiple accounts, follow KDP's account-merger process rather than improvising a new profile.

SECURE ACCESS

A unique password, tested two-step verification, a secured email account, stored recovery details, and a record of who is authorized to manage the account.

ACCOUNT IDENTITY

Use the legal person or business details that accurately represent the owner. KDP may require government-ID verification. The public author name can be a pen name; the private account identity must be genuine.

TAX PROFILE

KDP must receive and validate the tax identity before new books can be published or existing ones updated. Check that the tax information shows complete, and consult a qualified tax professional rather than copying another publisher's classification.

PAYMENT DETAILS

Check account-holder name, address, bank details, currency, and whether KDP has validated the account. Do not wait for the first payment to discover an error.

And one absolute rule: never send passwords or full banking details to a freelancer or a purported support agent. KDP states it will not ask publishers to email updated banking information. Sensitive details belong only inside the authenticated account.


04 THE MASTER

Lock the Metadata Master

Metadata is product data, not filler. Create one approved record, language, title, subtitle, series, edition, authors and contributor roles, publisher or imprint, description, keywords, categories, audience settings, territories, ISBNs, and AI classification, then paste from it into every format. Then run the identity match: compare the master against the KDP details, the ebook cover, the ebook title page, the print cover, the print copyright page, and the ISBN agency record. Even a difference as small as A. B. Smith against AB Smith can create review or format-linking problems.

HARD TO REVERSE · FREEZE FIRST

Language, ebook title and subtitle, edition number, ebook primary author, print trim size, print ISBN and imprint, and print publication date. KDP allows a limited 72-hour correction window for certain print identity fields after initial publication, but that is not a planning strategy.

THE 200-CHARACTER BOUNDARY

Title and subtitle together must stay under 200 characters, and the fields must not carry keywords, promotional claims, rankings, unauthorized trademarks, or references to other authors.


05 COMPLIANCE

Verify rights, permissions, and AI disclosure

I own the copyright is not a convenience selection. It is a factual representation, and so is the territory list: select only territories for which the publisher actually holds distribution rights, not worldwide because it is the broadest option.

AI-ASSISTED · NO DISCLOSURE

A human created the content and used AI only to brainstorm, edit, refine, or error-check it.

AI-GENERATED · MUST DISCLOSE

An AI tool created the actual text, image, or translation used in the book, even if a human later edited it substantially. This includes cover and interior artwork. Answer for the final files.

Disclosure is not a quality defense. Accurate disclosure does not make content accurate, original, licensed, or useful; the publisher remains responsible for factual verification, intellectual-property compliance, privacy and publicity rights, and KDP content rules. And some conditions stop the release outright.

  • Ownership is disputed.
  • A required permission is missing.
  • A source or quote cannot be verified.
  • An asset has no known license.
  • The AI classification cannot be reconstructed.
  • Metadata implies an endorsement that does not exist.
  • The book promises content not actually included.
  • The selected territories exceed the rights held.

06 COPY

Write the product description

The description is sales copy, but it must accurately describe the book. KDP currently allows up to 4,000 characters including HTML tags, and supports paragraphs, line breaks, bold, italics, headings from H4 to H6, and lists. A nonfiction description has a reliable structure.

01

Trigger

Name the reader's current problem or decision in language they recognize.

02

Outcome

State the result the book helps create, without promising certainty it cannot deliver.

03

Mechanism

Explain the framework, process, or sequence that makes the book useful.

04

Evidence of fit

Clarify audience, scope, assumptions, and what makes this approach distinct.

05

Discoveries

A short list of concrete capabilities or decisions the reader will gain.

06

Honest invitation

End with a specific reason to begin, not manufactured urgency.

KDP does not accept phone numbers, addresses, website URLs, reviews or testimonials, review requests, prices or availability, time-sensitive promotions, keyword lists, or emoji in the description. And do not claim complete, proven, step-by-step, or research-backed unless the book actually earns the phrase.


07 DISCOVERY

Keywords, categories, and audience settings

Discovery metadata must improve relevance, not manipulate the store. KDP currently allows up to seven keyword phrases and up to three categories, and relevance matters more than occupancy: you do not have to fill all seven boxes with weak phrases.

CHOOSE PHRASES THAT

Describe the content accurately. Reflect real reader language. Add information not already in the title and categories. Distinguish audience, problem, use case, method, or tone. Return relevant books when searched in the target marketplace.

AVOID

Vague single words. Another author or book name. Unauthorized brands. Subjective claims. New or on sale. Amazon program names. Duplicate plurals, HTML, and quotation marks.

Pick categories that are central to the book rather than incidentally mentioned, and never an irrelevant category merely because it looks easier to rank in; the buyer must receive what the cover and description promise. Choose the primary marketplace where the book's audience and pricing strategy are centered, which is not automatically the publisher's country of residence. And answer the audience settings, reading age and the explicit-content question, from the actual cover, title, and content.


08 TIMING

Choose the release path and dates

KDP offers different timing controls by format, and each has its own locks.

PATH A · RELEASE NOW

Available for ebooks and print. The title becomes available after review and publishing. Use when exact-day coordination matters less than releasing as soon as files pass.

PATH B · EBOOK PRE-ORDER

KDP currently allows new Kindle ebooks on pre-order up to one year ahead. Upload the final manuscript by KDP's displayed deadline; changes lock within 72 hours of release, and missing or canceling a pre-order can create a one-year restriction. The final file, not a placeholder, is the edition delivered.

PATH C · SCHEDULED PRINT RELEASE

Eligible new print books can currently schedule a release 5 to 90 days ahead, with the detail page hidden until release. It is not a print pre-order, changes lock five days before release, and the physical proof must be approved before the lock.

Whichever path, build the schedule backward from the desired public date: physical proof approved, then final files uploaded and reviewed, then a correction buffer, then a format-linking buffer, then the detail-page and sample audit, then marketing activation. KDP's review and propagation times are estimates, not guarantees, so do not promise an exact public date without the appropriate scheduling feature and its deadlines protected.


09 PREFLIGHT · EBOOK

Preflight the Kindle setup

The Kindle title has three KDP screens: details, content, and rights and pricing. Enter only approved values, and close five gates.

DETAILS GATE

Language and reading direction match the file. Title, subtitle, series, edition, and contributor roles match the master. The description is final and within limits, rights and territories are accurate, keywords and categories are relevant, and the release choice is intentional.

MANUSCRIPT GATE

Upload the exact manifest file, in a supported format such as DOCX, EPUB, or KPF. Confirm the logical TOC, no inline page numbers, no duplicate cover, correct front and back matter, and tested images, tables, notes, links, and accessibility features.

COVER GATE

Front cover only, the approved RGB file at current dimensions, title and author matching, no pricing or temporary promotion, no watermark or template residue, rights and AI status recorded.

AI AND ACCESSIBILITY GATE

Answer the AI questions from the final ledger, and do not classify heavily edited AI output as assisted merely because it was edited. Declare accessibility features only when implemented and tested.

PREVIEW GATE

Use both the desktop Kindle Previewer and the Online Previewer: phone, tablet, and E Ink views, both orientations, larger fonts, dark and grayscale themes, both TOCs, every element, and the entire book end to end. No warning does not equal no defect.

DRM APPLIED

Reading stays within Kindle apps and devices, with no EPUB or PDF download through the DRM-free feature. DRM does not guarantee piracy prevention.

DRM-FREE

Under KDP's rules effective January 20, 2026, verified purchasers of confirmed DRM-free books may also download EPUB and PDF copies for use on other readers. A file downloaded while DRM-free remains with the reader even if the setting later changes. Royalty structure is unchanged either way.


10 PREFLIGHT · PRINT

Preflight the paperback setup

The print edition uses the same identity but a different physical product contract. If a proof correction changes the page count, regenerate the cover template and repeat the cover review.

DETAILS AND ISBN GATE

Copy from the Metadata Master, then compare again. Confirm exact identity match with the ebook, the chosen ISBN route, correct low-content classification, and territories reflecting print rights.

PRINT OPTIONS GATE

Match the Specification Sheet exactly: ink, paper, trim size, bleed setting, cover finish, reading direction, and a page count within the combination's limits.

INTERIOR GATE

Correct trim and bleed dimensions, single pages not spreads, mirrored margins and a safe gutter, embedded fonts, images at 300 DPI at placed size, sequential pagination, a final TOC, no crop marks, and a page count matching the filename and manifest.

COVER GATE

One PDF wrap of back, spine, and front, generated from this exact page count and specification, with bleed on all outside edges, text in safe areas, spine text only when eligible, the barcode area clear, fonts embedded, and transparency flattened.

PREVIEWER AND PROOF GATE

Review every Print Previewer warning and every page, then order a physical proof and inspect the manufactured book before publication or the scheduled-release lock: paper and ink, body type, gutter usability, reproduction, cover alignment, spine, and every correction from the defect log.


11 IDENTITY AND PRICE

The ISBN decision and the price

An ISBN identifies a specific print format and edition. A Kindle ebook does not require one, and paperback and hardcover editions need separate ISBNs. Never reuse an ISBN for a materially new edition, and never assign one until title, author, format, and imprint are final.

KDP FREE ISBN

No direct cost and KDP handles assignment, but it is usable only on KDP and the imprint appears as Independently published. Fine when the edition will live only on KDP.

PUBLISHER-OWNED ISBN

Identifies the same eligible edition across services and displays the registered imprint, but it must be purchased, the KDP data must match the agency record exactly, and each format and edition needs its own.

Price is a positioning decision constrained by platform rules and costs. For Kindle ebooks, the 70 percent royalty option applies only in eligible territories, subtracts file-delivery costs, and currently requires an Amazon.com list price between 2.99 and 12.99 dollars as of July 2026; the 35 percent option has no delivery deduction. For paperbacks, the royalty rate on Amazon.com currently steps at the 9.99 dollar threshold, and printing cost depends on page count, ink, trim, and paper, so use KDP's live calculator per marketplace. Stop the release if the print price does not cover printing cost, if the chosen royalty option's requirements are not met, if the ebook and paperback prices confuse readers as a ladder, or if any permanent asset states a temporary price. And do not select the higher percentage only because it is higher; a large image-heavy ebook can carry meaningful delivery costs.


12 DISTRIBUTION

KDP Select and Expanded Distribution

KDP Select is a free 90-day program that places the ebook in Kindle Unlimited and unlocks certain promotions, in exchange for digital exclusivity: during the term, the ebook's primary content must be exclusive to the Kindle Store. Print and audio can still be distributed elsewhere.

EVALUATE THE BENEFITS

Kindle Unlimited page reads, Free Book Promotions or Countdown Deals where eligible, an Amazon-centered launch, simplified single-retailer operations, and audience fit with subscription reading.

EVALUATE THE COSTS

No wide ebook distribution during the term, dependence on one retailer, promotional limits and regional eligibility, automatic renewal unless disabled, and operational risk if the ebook remains available elsewhere.

Define success before enrolling, record the renewal date, and never tick the box because a generic course recommended it. Expanded Distribution is a separate decision for eligible paperbacks: it can make the book available to distributors serving bookstores and libraries, at a lower margin, currently 40 percent of the channel list price minus printing costs, and availability is not a marketing plan. Check that the ISBN is not already in distribution elsewhere, that the economics remain viable, and that the team can tolerate up to eight weeks of propagation before enabling it.


13 RED TEAM

Run the Release Red-Team Review

The author and formatter are too familiar with the book to see every contradiction. Assign a reviewer whose job is to stop the release, attacking six surfaces.

IDENTITY ATTACK

Any spelling, punctuation, or initials mismatch anywhere? Does series or edition language imply a different product? Does the ISBN agency record match character for character? Will all formats link?

WRONG-FILE ATTACK

Can each upload be traced to the manifest? Does the PDF page count match the cover template? Is any file an earlier proof? Does the ebook contain the print cover or page numbers?

PROMISE ATTACK

Does the description promise anything absent from the manuscript? Do the cover, categories, and keywords attract the wrong reader? Is any claim exaggerated, temporary, or unsupported?

RIGHTS ATTACK

Can every image, quotation, table, and font be traced to permission? Are territories broader than the contract? Is AI-generated material classified accurately? Does any name or likeness imply unauthorized involvement?

READING-EXPERIENCE ATTACK

Does the ebook fail under large fonts, dark mode, or navigation? Does the paperback gutter or grayscale reduce usability? Is any chapter, image, list, or note missing or duplicated?

COMMERCIAL ATTACK

Is the selected royalty option actually eligible? Do delivery or print costs erase the margin? Does KDP Select conflict with another ebook channel? Is the release date protected by sufficient buffer?

Log every finding with an owner, a source-level correction, a retest, and a closed date. No blocker can be waived for convenience, and minor defects still get logged so they do not become forgotten reader complaints.

THE PRINTED EDITION

Take the full checklist with you.

This page has the operation. The designed field guide has it in the form you actually use: thirty-eight pages built to be printed, with the Metadata Master and Release Candidate Manifest as working forms, every preflight gate as a checklist, the red-team attacks, and the complete eight-part publishing checklist. Same content, better working copy.

The download opens straight away and a copy arrives by email. We send a note when a new field guide lands, and you can leave any time.

14 HANDOFF

Submit in a controlled sequence, then audit the live page

KDP saves drafts, but nothing is submitted until the final Publish button, and during review the title locks for edits. Before opening KDP, close the editing tools, open the release package, the master, and the manifest, and confirm the release owner is available. Then enter once and verify twice: first pass, copy each field from the master and upload only manifest files; second pass, compare the populated screens against the master line by line, ideally after stepping away. Build the ebook and paperback records from the same identity, approve Print Previewer only after a full review, complete both pricing screens, run the format-consistency comparison, submit per the release plan, and record timestamps. Do not publish the ebook impulsively while the print edition still has unresolved decisions, and do not create duplicate title records to bypass a review delay. KDP currently estimates most new books or updates go live within three business days.

Live is not the final acceptance criterion. Audit the customer-facing page per marketplace: title, subtitle, author, series, imprint, formats and prices, categories, language, dimensions and page count, ISBN and ASIN, cover thumbnail quality, description formatting, and whether the formats linked. Schedule the audit by feature rather than declaring a defect before its normal window.

FEATURE
EXPECTED WINDOW
Ebook page
Up to 72 hours for the detail page, cover, and search visibility.
Ebook sample
About 7 to 8 business days.
Print page
Up to 72 hours on Amazon.com, up to five days on other marketplaces.
Print sample
About 9 to 10 business days.
Format linking
48 hours to one week after each format is live, when identity data matches.

Define the public launch as the point when the intended formats are live, accurate, and preferably linked, not merely when one status says Live, and do not start substantial paid traffic until the page is accurate.


15 AFTERMATH

Know what can change after publication

Some fields are editable after release, subject to review. Others are locked or require a new edition. Know the boundary before treating the first release as a test draft.

GENERALLY UPDATABLE

Description, contributors, keywords, categories, reading age, territories, price, ebook royalty option, ebook DRM, the cover, minor manuscript corrections, and Expanded Distribution enrollment.

LOCKED OR EDITION-LEVEL

Language, ebook title and subtitle, edition number, ebook primary author, print ISBN and imprint, print trim size, print publication date, and material identity changes after the limited print window.

KDP allows typo and minor content updates, and currently requires a new edition when a print update changes the page count by more than 10 percent. Even a small print correction can alter pagination and spine width, so re-run the interior preflight, the page-count record, the cover template check, Print Previewer, and the proof decision. Do not unpublish and recreate a title casually.


16 CARRY IT FORWARD

The release gate

The complete checklist in the field guide runs to eight groups, from account and security through the live audit. It compresses into six statements. Do not publish until all six are true.

  • The account can legally and operationally publish and receive payment.
  • One metadata master matches every file and format.
  • Rights, permissions, AI disclosure, and territories are defensible.
  • The ebook and paperback pass their full QA and proof gates.
  • Pricing, exclusivity, DRM, ISBN, and distribution choices are intentional.
  • The team is prepared to audit and correct the live customer experience.

Publication does not make the book finished. It exposes whether the production system was finished.

The full checklist runs to eight groups and more than eighty items, and a careful first release takes a week of gates, not an afternoon of uploads. That arithmetic is worth doing exactly once per book, at the end, for a book that earned it at the beginning. The cheapest release problem to fix is the book that should never have entered production.

Galley runs the page-one checks and returns a verdict in about a minute. ENTER, CAUTION, or AVOID, with the numbers behind it, and the same system that validated the idea carries its metadata, rights ledger, and file dependencies through to release, so the Publish button receives decisions instead of guesses.

Free. No card.

17 REFERENCE

Frequently asked questions

How long does it take to publish a book on KDP?
KDP currently states that most books or updates become live within three business days, but timing varies by format, marketplace, and content type. Ebook detail pages may take up to 72 hours, print pages up to five days in some marketplaces, samples roughly a week or more, and format linking 48 hours to a week.
Do I need an ISBN for a Kindle ebook?
No. KDP assigns an ASIN, and an ISBN is not required for a Kindle ebook. Paperback and hardcover editions normally require separate ISBNs. Adding an optional ISBN to an ebook can create locked metadata, so do it only for a clear publishing reason.
Should I use KDP's free paperback ISBN?
It can be appropriate if the edition will publish only through KDP and the Independently published imprint is acceptable. Buy and register your own ISBN when you need your own imprint or plan to use the same eligible print edition with other publishing services.
How many keywords and categories does KDP allow?
KDP currently permits up to seven keyword phrases and up to three categories. Use fewer keywords if additional phrases would be vague or misleading; category relevance matters more than finding an easier shelf.
Can I use HTML in the KDP book description?
Yes. KDP supports a limited set of HTML for paragraphs, line breaks, emphasis, H4 to H6 headings, and lists, within the 4,000-character limit that includes the tags. Review the source after pasting to remove unsupported or hidden formatting.
Should I enroll my ebook in KDP Select?
Not automatically. Select creates a 90-day Kindle-ebook exclusivity commitment with automatic renewal unless disabled. Enroll when Kindle Unlimited and an Amazon-centered strategy fit a measured plan; stay wide when other ebook retailers or direct channels matter more.
Can I change my book title after publishing on KDP?
KDP locks the ebook title and subtitle after publication. Print books currently have a limited 72-hour correction window after initial publication for certain title, subtitle, and primary-author changes; after that, substantive changes require a new edition. Finalize identity before release.
Why are my ebook and paperback on separate Amazon pages?
Formats generally link automatically when link-critical metadata matches exactly: title, subtitle, primary author, contributors, language, series, and edition. KDP estimates 48 hours to one week after each format is live. Compare the data character for character before contacting support.

Publishing is not one click. It is the controlled handoff of a verified product.

Lock the book. Verify the release candidate. Submit deliberately. Audit what went live.

SOURCES AND OFFICIAL REFERENCES
  • Amazon KDP: Metadata Guidelines for Books

    Identity fields, the combined character limit, and prohibited metadata.

  • Amazon KDP Content Guidelines

    Content rules and the AI-generated content disclosure requirements.

  • Amazon KDP: Digital Book Pricing and List Price Requirements

    Current royalty options, eligibility bands, and delivery costs.

  • Amazon KDP: KDP Select

    Exclusivity terms, enrollment, renewal, and promotion eligibility.

  • Amazon KDP: Release Date Options and Publishing Timelines

    Pre-order, scheduled print release, locks, and typical review times.

  • Amazon KDP: Update Your Book Details and Your Manuscript

    What can change after publication and what requires a new edition.

KDP policies, pricing bands, royalty thresholds, supported formats, and timelines change. Verify the current KDP help pages and title-setup screens before each release.