Researching an Indie Picture Book

 

OVERVIEW

For this post in our indie picture book creation process series, we're going to dive deep into the research process.  We'll use our latest picture book, Pancho Bandito and the Sugarcane Hurricane (aka Pancho 3), as an example.

 

PHYSICAL RESEARCH

Research through books and the web is vital.  But another wonderful way we get inspired is to do physical research.  There's nothing like putting ourselves in the shoes of our characters and using our five senses to experience the story and world as they would.

For Pancho 3, we knew we wanted to set it on a train.  Fortunately, we had a wonderful resource an hour's drive away.  I visited the #1 tourist attraction in Sacramento: the California State Railroad Museum.

 

I went on a research trip here and shared the photos with Jonathan.  Jonathan absorbed the reference photos and did his own research online as well.  He created the beautiful art in the book and I used the research to help inspire the story direction.

PITFALLS

Writing research is a tricky thing and I have to fight to maintain a balance between research and actually writing.  I'm (hopefully) writing a book on a topic I'm interested in, so it's easy to get caught up in the minutiae of research.  Then several months go by and I haven't actually written anything, because I've been deluding myself that my procrastination was research.  I think it's also a mistake to try to do all of research up front.  I want enough research to feel on solid ground when starting to write, but not so much that I'm paralyzed by a devotion to authenticity.  I try to do 80% of my research up front and then fill in the rest as I'm writing.  If I get stuck on a story point, briefly diving back into research can help inspire a solution or way to pivot.

For example, I had started writing Pancho 3 but it was mainly a succession of Pancho fighting desperadoes in different train cars and it all felt like too much of the same thing.  Jonathan pushed me to find more of a puzzle-type of obstacle like we had with the trials in Pancho Bandito and the Avocado Desperadoes.  Doing the research led us to the idea of Pancho being trapped in a refrigerator car, which ended up being a key story obstacle.  The research also helped with the mechanics of the refrigerator car's doors and how they would swing.

Refrigerator (reefer) car from California Train Museum.  Note how the doors swing and their color.  Bright colors like yellow or orange were used for refrigerator cars because their contents had to be tended to in the rail yard first.

Refrigerator (reefer) car from California Train Museum.  Note how the doors swing and their color.  Bright colors like yellow or orange were used for refrigerator cars because their contents had to be tended to in the rail yard first.

Aside from a few design details (triangular hinges), our refrigerator car is pretty close to the reference.

Aside from a few design details (triangular hinges), our refrigerator car is pretty close to the reference.

Research pic inside the refrigerator car.  Note the stacked fruit crates.

Research pic inside the refrigerator car.  Note the stacked fruit crates.

Jonathan put our family name on the fruit crates: Sundy.

Jonathan put our family name on the fruit crates: Sundy.

 

INSPIRATION

One of the great benefits of research is inspiration.  When I start a story, I have some story kernel in my head but many details are unclear.  Research can help me decide on some load-bearing walls for the story and make it more concrete.  It helps me picture the story in my head and provides a mental model to strive to make real.

For example, the train itself is kind of a character in this book since it's the moving residence of the main villain.  Research gave us details to help flesh him out.  You learn a lot about Gordito by the opulence of his parlor car and the way he decorates his train with trophies and newspaper clippings of his business success.

Actual fancy parlor car interior.

Actual fancy parlor car interior.

Gordito's fancy parlor car.

Gordito's fancy parlor car.

 

MAPPING

Sometimes research can inspire the landscape.  In Pancho 3, the train became the literal map for the story and route that our hero took as he sought his objective.  He had to travel from the back of the train to the front, which meant we needed to set different turning points in the story in (or on top of) certain train cars.

A lot of work and rearranging went in to the order of the train cars.  The train gets split twice, so we needed certain cars in a certain order for the story to work.  One of the first tasks we had to sort out before writing the story was to figure out the layout of the entire train.

Early mockup to help us figure out order of train cars and scale of the characters in relation to the train.

Early mockup to help us figure out order of train cars and scale of the characters in relation to the train.

In our other Pancho books, we always have a page with a map.  In this book, the train was the map!

In our other Pancho books, we always have a page with a map.  In this book, the train was the map!

 

AUTHENTICITY

Another key reason to do research is authenticity.  As storytellers, one of our jobs is the suspension of disbelief.  Anything "real" helps sell the truth of the story and makes any fantastic elements more palatable to the reader.  That means that even for fantasy/sci-fi/magical realism stories, we need to do research.  It preserves the illusion of reality in the reader's mind.  Another side benefit of authenticity is that it provides parameters to keep the story within.  Parameters often inspire more creativity than a completely blank canvas.  Authenticity is a funny thing.  Readers can sense it even if they can't articulate why.  A lot of that is the product of research and putting in small details that readers may not notice till multiple readings (or ever.)

For example, one thing we learned was that trains of that era had titles with periods.  So we did that for our train, The Hurricane.  It may seem like such a small thing, but it helps the story to feel real.  We also added details like the green color and arched windows on the parlor car.

Note the period on the train name.

Note the period on the train name.

Note the arched windows and unique green color on this lovely parlor car.

Note the arched windows and unique green color on this lovely parlor car.

We also included details like a period on our train name and the arched windows and green color of the parlor car.

We also included details like a period on our train name and the arched windows and green color of the parlor car.

We put in other miscellaneous details that drew from real life train cars at the museum.  For example, the look and shape of the engine.

This engine is gorgeous in person.

This engine is gorgeous in person.

A smaller engine but it still gave us a good sense of some details.

A smaller engine but it still gave us a good sense of some details.

Wide shot that includes our engine.

Wide shot that includes our engine.

Closer shot that gives more detail on the smokestack and top of engine.

Closer shot that gives more detail on the smokestack and top of engine.

 

CHARACTER

Research provides an excellent opportunity to develop and illustrate character.  The palette of a certain time period and setting gives many options to choose from when differentiating characters.

One key symbol we discovered during our research was the golden spike.  This is based on an actual railroad spike driven to connect the two halves of the Transcontinental Railroad.  We partially based Gordito on Leland Stanford, the railroad baron who helped complete the Transcontinental Railroad.  We liked the spike so much as a symbol of locomotive wealth that we incorporated it into Gordito's brand.  You can see that it's part of the "G" symbol he uses.

I believe this is a replica cast from the original mold of the Golden Spike.

I believe this is a replica cast from the original mold of the Golden Spike.

#30 is the dapper railroad tycoon (and some say robber baron) Leland Stanford who helped create the Transcontinental Railroad.

#30 is the dapper railroad tycoon (and some say robber baron) Leland Stanford who helped create the Transcontinental Railroad.

The askew glass case on the wall contains Gordito's golden spike.

The askew glass case on the wall contains Gordito's golden spike.

Close up of the spike in Gordito's "G" brand.  Can you find the other golden spikes hidden in the book?

Close up of the spike in Gordito's "G" brand.  Can you find the other golden spikes hidden in the book?

 

DEVIATION

Sometimes we need to deviate from research.  If we have a key story point that needs to happen a certain way for emotional purposes, we will go a different direction than the actual research.  The spell of the story is the important thing, so we have to make sure our deviation preserves that spell.

For example, we ran into a problem with the rail couplers (hitches) of the period.  Most seemed to be the link-and-pin model show below.  We had to deviate from research here for story purposes to make sure it was the kind of coupler that could be separated by an object falling from above, like El Pico, Gordito's dastardly lieutenant.  It was a key part of the story (and emotionally satisfying) that Pancho pulled off an impossible shot to drop El Pico on the coupler and separate the cars.

Link-and-pin coupler that was accurate to the period.

Link-and-pin coupler that was accurate to the period.

This coupler was not accurate (at least not common) to the period, but necessary for story purposes.  We also painted it yellow so it would stand out more, which is rare but occasionally done.

This coupler was not accurate (at least not common) to the period, but necessary for story purposes.  We also painted it yellow so it would stand out more, which is rare but occasionally done.

 

EASTER EGGS

We have a lot of Easter eggs in our Pancho books, because kids love finding them and we get a chuckle out of putting them in.  Research provides opportunity to layer these Easter eggs in.

For example, the numbers on the parlor car and refrigerator car are the same as the ones in the California State Railroad Museum.  Jonathan threw in some other Easter egg numbers - one of the cars has his scrambled birth year and one has mine.

Another Easter egg is the newspaper in the background of Gordito's caboose: The Silver City Sentinel.

Close up shot of the Hurricane that shows Jonathan's scrambled birth year (1982) and mine (1974.)  Yes, I'm older.  No need to bring it up.

Close up shot of the Hurricane that shows Jonathan's scrambled birth year (1982) and mine (1974.)  Yes, I'm older.  No need to bring it up.

The newspaper in the background of the caboose is The Silver City Sentinel, which is the paper from the town Pancho grew up in.  Could this be a hint that Pancho might actually know this mysterious Gordito?

The newspaper in the background of the caboose is The Silver City Sentinel, which is the paper from the town Pancho grew up in.  Could this be a hint that Pancho might actually know this mysterious Gordito?

 

WRAP UP

In summary, research is vital and helps us create an authentic story world.  As long as we avoid the pitfalls of procrastination and aren't too rigid to authenticity, it can be a strong tool to map our story, round out characters, and put in entertaining touches like Easter eggs.

To enjoy the fruits of our research and find all of the Easter eggs, click the picture below to get Pancho Bandito and the Sugarcane Hurricane!

Welcome to Legbug

Hi.  My name's Mike Sundy.  I'm an author and the founder of Legbug.  Think of this as an orientation post.  I'm going to introduce the company and talk a bit about our mission and principles.  Then we'll highlight the indie publishing revolution and our goals.  Finally, we'll mention the plans for future blog posts.

Legbug logo

Introduction:
Legbug is a high-quality indie kids' book company started in 2015.  We currently focus on picture books and middle-grade novels.  You may look at our logo and wonder, "what is a legbug?"  It's an elusive creature that can be baited with Cocoa Puffs or Nutella.

Inspiration for Legbug name and logo

I have three daughters.  When I used to go to a desk job, they would cling to my leg to prevent me from leaving.  This sums up why I started this company: to foster a deeper connection between parent and child and to allow me to spend more time with my own kids.

Mission
The mission of Legbug is to make high-quality indie kids' books that rival traditional publishing standards.  I worked at Pixar for over eight years and soaked up their storytelling and cultural principles.

Mike Sundy holding Oscar at Pixar

Pixar taught me a lot about regularly getting feedback from other creatives and iterating on work till you execute it to the highest standard.  I also met many of my world-class illustrators there in children's book classes with Lissa Rovetch.  One of my great joys with Legbug is helping phenomenal artists get their work out to the world.

Principles
We believe that the bulk of the power and money should go to the creators, not to the middle men.  Power for creative control and personal vision.  Money so that creators can support themselves and their families and have the independence to create more great work.  That's why our standard picture book contract is a 50/50 royalty split between author and illustrator.

Indie publishing revolution
There is a revolution going on in indie publishing right now, sparked by the rise of online bookstores, e-books, and print-on-demand models.  Over half of all book sales in the US are now online at Amazon.  Amazon sells 250,000 independently published e-books per day and indie publishers have over 25% of Amazon's print book market as well.  This revolution has already hit other book genres like romance, thrillers, and sci-fi.  We believe it is coming for children's books too.  Some of the benefits of indie publishing are:

  • Time to market.  When we finish a book, we hit the publish button and it's on over 50 online stores around the globe overnight.  When a traditional publisher "finishes" a book, they're usually at least a year away from releasing it.  That means we can release more books faster.
  • Full creative control.  We tell stories that aren't watered down by marketing departments or gatekeeper biases.
  • Higher royalties.  Traditionally published creators typically get a 5-15% royalty on each book sale.  We get a 70% royalty by going directly through the distributors.  That means we have to sell 5x fewer books to compete with traditional publishers.
  • Virtually zero up-front costs.  Due to e-books and free tools, you can create and publish a book for free.  The old days of self-publishing required spending thousands of dollars to print physical inventory.  Then the creator had to eat that cost if they didn't sell all of their books.  In indie publishing, e-books allow for free infinite copies and print-on-demand enables a creator to operate with zero physical inventory.

Goals
Our long-term goal is to be for children's books what indie icons like Hugh Howey and Image Comics are for sci-fi and comics, respectively.  There are already some huge self-publishing success stories and it's even starting to happen in children's books.

Experiment
This whole operation is an experiment in progress.  The indie publishing revolution may not disintermediate children's books the same way it has other genres.  We may fail spectacularly.  I'm okay with that, as I'm a strong believer in failure.  The only way to forge a new path is to try, stumble, and try again till you get it right.

Future Blog Posts
This blog will document our journey as we attempt to prove a new indie kids' book model.  Follow along to see if we succeed or crash and burn.  Additional blog posts will introduce you to our creators and take you behind-the-scenes for the in-depth creative process of making our best-selling books.  Subscribe to our mailing list below to get notified when new posts come out.  And click the Share button to share with any friends who may be interested in following along on our journey.  Thank you.