Module 02 — Book Research and Metadata
Category: Foundations | Duration: ~60 min | Prerequisites: Module 01
Learning Objective
By the end of this module, you will be able to extract and organize book metadata into a reliable one-page creative brief containing at least three distinct promotional angles, distinguish verified facts from reasonable creative interpretations from unknown information, and produce a clear gap list when source information is incomplete.
1. Principle: Start With the Book, Not the Effects
Every successful book-promotion video begins with one thing: an accurate, verified creative brief derived from the actual book. The brief is your contract with reality — every script, storyboard, and visual decision must trace back to it.
The Three Truth Zones
| Zone | Definition | What to do |
|---|---|---|
| Verified facts | Traceable to an approved source (publisher synopsis, author bio, official cover) | State freely in the video |
| Reasonable creative interpretations | Inferred from the book's genre, tone, themes — not literal plot details | Use as visual inspiration, clearly illustrative |
| Unknown information | Not provided, not confirmed, or explicitly restricted | List as a gap; do NOT invent |
Never invent plot details, awards, bestseller status, reader reviews, endorsements, author credentials, sales figures, or promotional deadlines.
The Metadata Extraction Checklist
Every book brief must include:
- Exact title and subtitle — down to capitalization and punctuation
- Author name and approved author description
- Genre and subgenre — what does the reader expect?
- Official cover image — the approved file, in proportion
- Publisher synopsis — the official description, not your summary
- Main premise — one sentence: what is this story about?
- Central conflict — what makes it a story rather than a summary?
- Intended audience — who reads this genre?
- Key themes — what ideas does the book explore?
- Emotional stakes — what does the reader feel?
- Distinctive selling points — what makes this book unique?
- Approved quotations — exact text, with source
- Price, promotions, dates — only when verified current
- Approved destination links and CTA
- Restrictions — spoilers, claims, character depictions, brand usage
Gap Management Protocol
When information is incomplete:
- Stop. Do not fill gaps with invented material.
- List every missing fact in a gap log.
- Flag the gap to the operator through the campaign brief.
- Do not produce assets that depend on unverified facts.
- Wait for approval before proceeding.
2. Visual Demonstration
Professional Example — Creative Brief for "Avoid Construction Disputes"
Book: Avoid Construction Disputes: Ten Principles to Prevent the $80 Billion Problem Author: Samuel Kweku Bentil Genre: Business / Construction Management
One-Page Creative Brief
| Field | Value |
|---|---|
| Premise | Construction loses $80B/year to disputes. Ten principles prevent them. |
| Central conflict | Small miscommunications compound into million-dollar fights |
| Audience | Project managers, contractors, construction lawyers |
| Themes | Prevention > litigation; documentation saves money; early escalation |
| Emotional stakes | Every delay costs real money; every dispute destroys relationships |
| DSPs | 10 principles + real case study; foreman's 4-rule card; free templates |
| Restrictions | No guaranteed savings claims; no awards; no sales figures |
Three Promotional Angles
- $80 Billion Problem — Start with the staggering number, make it personal
- The Foreman's Card — Four simple rules; foreman-level wisdom vs. executive arguments
- Myth-Busting — "Disputes are inevitable" is a lie; "the schedule is the contractor's problem" is wrong
Weak Example — Vague Brief
Book: Some construction book Author: Someone Genre: Business Hook: Construction is expensive Audience: People who build things
Why it fails: No specific numbers, no central conflict, no audience identity, no DSP, no angle. The production would be generic and ineffective.
3. Step-by-Step Workflow
Extract the Brief
- Open the source materials — metadata file, publisher synopsis, author bio, cover
- Fill the Creative Brief Template — one fact per line, no speculation
- Verify each claim against the Source Check Template
- Mark the truth zone for each entry: Verified / Creative interpretation / Unknown
- List gaps — anything unknown goes in the gap log
- Derive three angles from the verified facts and themes
Angle Development Process
For each angle, ask:
- Who is the specific reader identity? (e.g., "construction project manager who has seen disputes blow up budgets")
- What is the emotional hook? (e.g., "recognition that small failures compound into big losses")
- What genre signal? (e.g., "no-nonsense, practical, authority figure speaking")
- What source fact supports it? (cite the line)
- What CTA does it naturally lead to? (e.g., "download the foreman's card")
Quality Gate
Before proceeding to scriptwriting, your creative brief must pass this check:
- [ ] Every factual claim traces to an approved source
- [ ] No invented plot details, awards, or statistics
- [ ] At least three distinct angles are developed
- [ ] Each angle names a specific reader identity
- [ ] Each angle cites a source-material support
- [ ] A gap list exists for any missing facts
4. Common Mistakes and Corrections
| Mistake | Correction |
|---|---|
| Summarizing plot instead of identifying conflict | Ask "What makes this a story?" — the conflict is the engine |
| Inventing awards or bestseller status | Only state verified facts; leave unknowns blank |
| Using generic genre terms | Specify subgenre (e.g., "regency nautical romance," not "romance") |
| One angle only | Develop at least three; pick the strongest based on audience fit |
| Forgetting restrictions | Document spoiler, claim, and character restrictions upfront |
| Filling gaps with invented material | Stop, list the gap, flag to operator, wait for approval |
5. Hands-On Exercise
Convert a Raw Metadata Record Into a Creative Brief
Using the book assets/books/untold-stories-of-a-paramedic.md, complete the Creative Brief Template to produce a one-page brief containing:
- Premise (1 sentence)
- Central conflict (1 sentence)
- Target audience (specific reader identity)
- Key themes (3–5 bullets)
- Emotional stakes (1–2 sentences)
- Distinctive selling points (3 bullets)
- Restrictions (3–5 bullets)
- Three distinct promotional angles — each with: reader identity, emotional hook, source support, genre signal, CTA
Source Materials Provided
The full metadata file is in course/assets/books/untold-stories-of-a-paramedic.md. It contains verified facts you can use freely.
Facts Marked as Missing
This record includes a "Missing Facts" section. Do not invent these. List them in your gap log.
6. Assessment
Scored assessment (40 points total):
| Criterion | Points |
|---|---|
| All 8 brief sections completed accurately | 16 |
| Three angles are distinct (not variations on one idea) | 8 |
| Each angle identifies a specific reader identity | 8 |
| Each angle cites verifiable source support | 8 |
| Total | 40 |
Pass threshold: 34/40
Submission Requirement: Submit the completed Creative Brief Template (from templates/creative-brief-template.md). Every factual claim must be traceable to the source metadata file or explicitly marked for approval.