3 Navigating the Pressbooks Menus

How to get around, and where you are going

Pressbooks is a book creation tool built on WordPress. Whether or not you are familiar with the WordPress interface, Pressbooks should be relatively quick to figure out. Below you’ll find a guided tour of the menus and parts of the system that you might want to visit as you get acquainted. This guide contains much more detail, but here is the quick overview.

Left Sidebar Menu

The main navigation happens in the left menu sidebar. We’ll go over what each of these menu items does quickly (and see below for an image):

  1. My Catalog:  This is where you can add new books, and manage your catalog if you have multiple books. If you are just doing one book, this isn’t all that important.
  2. Dashboard: This is where you can get an overview of your book.
  3. Upgrade: This links to our Upgrade page, where you can pay to upgrade your book to allow more image storage, and to remove Pressbooks branding from our exports.
  4. Text: This is the most important menu item: following the Text link takes you to a dashboard where you can add, remove and edit the meat of your book, including Front matter (things like Preface), Parts (if your book has parts), Chapters and Back matter (eg. Bibliography).
  5. Book Info: This is the second-most important menu item! Book Information is where you add and edit information about your book, things like: title, author name, publisher, copyright notice and your ebook cover.
  6. Appearance: Select a design (“theme”) for your book, and manage some options for how the outputs will look (for instance, will chapters be numbered automatically?).
  7. Export: Where the magic happens, the Export page is where you select your export formats, produce them and download them.
  8. Publish (formerly Sell): Add information about where your books will be sold (which will appear on the web version of your book if you use that for promotional purposes).
  9. Media: This is your media library, where you can upload images as a batch, and manage your images. You can also upload images directly when you are editing your chapters.
  10. Comments: This is only useful if you have a publicly accessible book, or if you are working with collaborators on a private book.
  11. Users: Add and remove collaborators to your book, and give them different powers based on roles: Administrator (can do anything), Editor (can do anything to content), Author (can do anything to content they authored), Subscriber (can just read, can comment, but not make any changes).
  12. Tools (formerly Utilities): This is where we hide various advanced features, including the Import pages (to allow you to import docx, odt, EPUB and XML files), Search and Replace, and a few other things.
  13. Settings: Here you’ll find the global Privacy settings, Google Analytics, the ability to disable comments and more.

As this guide evolves, we’ll be adding more detail on each of these menu items.

Pressbooks Menus

Pressbooks Menus