navigate site menu

Start learning with our library of video tutorials taught by experts. Get started

InDesign CS6 to EPUB, Kindle, and iPad
John Hersey

InDesign CS6 to EPUB, Kindle, and iPad

with Anne-Marie Concepción

 


In this course, author Anne-Marie Concepción shows publishers, designers, and production assistants how to use Adobe InDesign CS6 to create print books for the exploding ebook market. Starting from an overview of how ebooks are bought, sold, and read, the course shows how to prepare existing InDesign files for optimal EPUB conversion, and how to design new projects for a dual print/EPUB output. Anne-Marie also demonstrates how to embed video and fonts in reflowable ebooks, and how to customize the internal markup for various devices, including converting files to the Kindle format. Finally, discover how to set up publisher accounts at the major ebook distribution channels, such as iBookstore, or even sell ebooks directly to readers on your own ecommerce site.
Topics include:
  • Understanding the differences between ebook formats
  • Best practices for InDesign file preparation
  • Managing the content flow with Layout order and the Articles panel
  • Using free InDesign scripts to automate EPUB productions
  • Optimizing images, charts, and tables
  • Opening and examining EPUB files
  • Editing important CSS and HTML tags
  • Including drop caps, pull quotes, and text wraps
  • Enriching your EPUBs with video and embedded fonts
  • Acquiring an ISBN for ebooks
  • Converting EPUBs to Kindle format (MOBI and KF8)
  • Distributing ebooks with resellers and aggregators

show more

author
Anne-Marie Concepción
subject
Design, Page Layout, Digital Publishing
software
InDesign CS6, EPUB
level
Intermediate
duration
7h 33m
released
Nov 01, 2012

Share this course

Ready to join? get started


Keep up with news, tips, and latest courses.

submit Course details submit clicked more info

Please wait...

Search the closed captioning text for this course by entering the keyword you’d like to search, or browse the closed captioning text by selecting the chapter name below and choosing the video title you’d like to review.



Introduction
Welcome
00:03Hi, I'm Anne-Marie Concepcion, and this is InDesign CS6 to EPUB, Kindle, and iPad.
00:11This course covers the complete eBook workflow for getting your InDesign contents into a
00:16number of devices and EPUB reading software.
00:20From determining which format you're planning on using, then setting up the original InDesign
00:25file to make it EPUB friendly to tinkering with the final EPUB in a variety of utilities
00:30like TextWrangler and Dreamweaver to putting the final file out there for publication through
00:35Amazon's Kindle, Apple's iBookstore, and plenty of third-party sites and options,
00:41I'll show you some specifics like setting up the images, fonts, and video, for best
00:46presentation in an EPUB, adding and editing metadata and alt tags to your files, and building
00:52custom table of contents and coverage for your final presentation.
00:56eBook Publishing is a great way to get your work to your waiting audience.
01:00So let's get started with InDesign CS6 to EPUB, Kindle, and iPad.
Collapse this transcript
Using the exercise files
00:00If you are a Premium Member of the lynda.com online training library or if you are watching
00:06this tutorial on a DVD-ROM then you have access to the exercise files used throughout this title.
00:12Each Chapter has its own folder and each video in that Chapter, if it uses exercise files,
00:20has its own sub-folder. The exercise files are in these sub-folders.
00:25Before you make any changes to them I suggest you duplicate them on your Desktop or anywhere
00:29on your hard drive.
00:30Most of the exercise files are variations on a few different publications created in
00:35InDesign or EPUBs created from them.
00:39All the original linked images are in the Links folder and the main exercises folder,
00:44right here, and I have also tried to gather all the scripts from various videos into a
00:49single Scripts folder, you might find them duplicated, but here in the Scripts folder
00:54they are all collected.
00:56If you are a Monthly Member or an Annual Member of lynda.com you don't have access to the
01:01exercise files, I'm sorry.
01:03But you can follow along from scratch with your own InDesign files and images.
01:08So let's get started.
Collapse this transcript
A word about software versions
00:00The state of digital book publishing is a whirlwind of new products, new versions, new
00:05distribution channels, and even newly discovered CSS tweaks and grep queries for doing what
00:11you need to get done in your eBooks.
00:14And although this course focuses on using InDesign to create EPUBs and Kindle eBooks,
00:20I'll be showing you how to use many other software programs and web services that you'll
00:24need to get the job done.
00:26These programs are all on different tracks for updating, so I hope you'll understand
00:31when what I'm showing on screen might differ somewhat from the same product you have just
00:35downloaded and are working with.
00:37Case in point, Adobe Digital Editions, that's Adobe's free EPUB reader utility.
00:43While I was recording this title Adobe Digital Editions or ADE was at version 1.7, that was
00:50the version you can download from the Adobe website.
00:53But as I mentioned in the videos I always use their public beta version, which was at
00:581.8, that I downloaded from Adobe Labs, because it was slightly better, and I explain how
01:03to find that version, actually both versions.
01:07But soon after we wrapped up the recording Adobe released a new version, Adobe Digital
01:11Editions 2.0, and 1.7 and 1.8 are history.
01:16Luckily, ADE 2.0 looks and acts almost exactly as 1.8.
01:21Well, I don't know if that's a good thing since ADE 1.8 wasn't anything to write home
01:26about either, but for our purposes it worked out great.
01:29You know, it's inevitable that this kind of thing will happen again especially in view
01:33of the volatility of the eBook Publishing industry and a number of different web services
01:38and programs that I take for a spin in this course.
01:41Since I can't record the course anew every week, I hope that you can roll with any minor
01:46differences that you may encounter between what I am showing in the video and what you're
01:50seeing on your own computer and eReaders.
01:54The main thing to remember is that the general process of creating a great looking eBook
01:59and the hard one production and marketing and business strategies that I'm going to
02:03share with, you are going to remain the same regardless of minor changes to software and hardware.
02:09So thank you for your understanding and enjoy the course.
Collapse this transcript
1. Ebook Overview
What is an ebook?
00:00I think the first thing that we need to do is get our terms clear in our heads.
00:05What is an eBook for the purposes of this title, because eBook itself is a pretty generic
00:11term, any kind of book that can be read electronically, really.
00:15But in this video title we are specifically talking about EPUBs and MOBI files, which are
00:22Kindle files, and we're going to be spending a majority of our time talking about the EPUB
00:27format specifically, because to create the Kindle file we're going to start with a healthy
00:33EPUB and then convert it to Kindle.
00:35And I find that people who are not used to working with EPUBs or creating their own eBooks
00:40are confused on the concept.
00:42So what I have done here is I have put up three versions of the same title, Alice's Adventures
00:46in Wonderland, in three different formats, and I have an extra eBook as a PDF that we'll look at as well.
00:53But first let's look at Alice in Wonderland as a PDF.
00:57I would say that most people who are familiar with InDesign are familiar with PDFs, right.
01:01We know that what we're looking at when we look at a PDF is essentially exactly what
01:05we designed in InDesign.
01:08If I change the View to fit in window, Zoom to Page Level is what they call it in Reader and Acrobat land.
01:17What happens is the page gets smaller, the text gets smaller.
01:21If I press Command+Plus or Ctrl+Plus or Minus to zoom in and out, the text gets larger or
01:26the text gets smaller. But the text never rewraps itself.
01:31There's no control here for me to change the size of the type, right.
01:35It never actually reflows within the document, it's essentially a page-based eBook.
01:42Now let's look at the same book only as in EPUB, that's this one right here.
01:48I open it up, and it opens up huge because I think there's something wrong with actually
01:53with how the image was set up for the cover.
01:56But we are using an EPUB reader called Adobe Digital Editions that is a free utility for
02:01looking at EPUBs that you can download from the Adobe website if you don't already have it.
02:05And on the left I have opened up the Table of Contents, so we can click, and then we can
02:09move through the document page by page.
02:12So I am looking for page that has just text and a graphic.
02:18Let's just try it just this one with text, and we can see that we're having some problems
02:22with some special characters, and that will be something we'll be talking about in this title.
02:27But what I want you to see is that I can change the size of the type here.
02:32And what happens is the type rewraps.
02:33If I go back to Medium it goes back to a two-page spread.
02:37If I resize the document, watch the line endings.
02:42See the text is flowing, and that is the hallmark of an EPUB is that it is a flowable document.
02:49The text flows, and it's like I am the person who is governing how wide the river is.
02:56What that means is that I can create one EPUB and people can view that EPUB on their iPhone,
03:02on their Android Reader, on their iPad, on their Mac or PC and the text will always remain
03:08the same size, they will just see more or less of it depending on how big their monitor is.
03:14A MOBI file, that's the extension that's used by Amazon Kindle devices if you have ever purchased
03:20a Kindle edition of an eBook, it may end with something different like AZW or something like that.
03:25But essentially they are MOBI inside and AZW is what Amazon wraps it in.
03:30I am going to open up this MOBI file in Kindle Previewer, which I have already gotten queued up over here.
03:36Kindle Previewer is a free utility that you can download from the Amazon website, and
03:41I'll show you where later on in this title.
03:44What's cool about it is that it lets you preview what a MOBI file would look like on various Kindle versions.
03:51So the new Kindle Fire, for example, has color, right, so we can see it in color.
03:55But if we go back to Kindle that means the traditional Kindle 1, 2 and 3, the E Ink devices
04:02that are completely in grayscale.
04:05So let me go ahead and fast forward through a few pages here.
04:10And here it is in a generic Kindle, but if I say let me see this in Kindle for iPhone,
04:17then it shows us the approximate size of a screen for an iPhone, but the type is actually
04:22just about the same, and we just see less of it.
04:24So again and MOBI file is also a reflowable book.
04:28That's the essential difference between EPUB and PDF and between MOBI and PDF.
04:34Now there is not to say that you can't create a book as a PDF, I mean we do on InDesign
04:39Secrets, the blog and podcasts that I run with David Blatner who is an author here at
04:44lynda.com on a lot of InDesign titles.
04:48So this is an eBook and in fact it's a very good eBook.
04:51If I go to one of the pages here you can see we have some interactivity, Next and Previous
04:56and so on and then there are some videos and other things built into this eBook, and we
05:00sell it on our website.
05:02But we can't sell it where EPUBs and MOBIs are sold.
05:06That's the crucial thing why everybody is trying to figure out how to create EPUBs and MOBI files.
05:12Because though everybody knows how to create a PDF, everybody who uses InDesign, and many
05:17of those people can also create interactive PDFs, with just a little interactivity like
05:21I am doing here and can sell it.
05:23The thing is that we don't have the distribution of Amazon.com or Apple's iBookstore and neither
05:29one of those places will sell PDFs, they only sell EPUBs or MOBI files.
05:35You might be able to open and read a PDF in iBooks on the iPad or on your Kindle, but
05:42you won't be able to purchase one.
05:45And if you're in the business of publishing you really like the kind of books that your customers purchase.
05:49Okay, so in this title I am going to be talking about how to create EPUBs and then in later
05:54chapters how to create MOBI files from those EPUBs.
05:57So your task if you are a beginner in this field is to locate EPUBs and start reading them.
06:05You already have a few EPUBs in the exercise files, they came with this video, or you probably
06:10have already encountered a few EPUBs on your own.
06:13What are people using to read them?
06:16Is the only place that you can read them on a Kindle device or in an iPad or iPhone using iBooks?
06:21No, there are lots of different software programs that you can use to read EPUBs.
06:27The one that I'm using in this video is Adobe Digital Editions.
06:32This is free for Macs and PCs.
06:35And if you double-click an EPUB on your Desktop, and it opens up in a program other than Adobe
06:41Digital Editions, then you need to associate using your operating systems, however you
06:47do it for Windows or for the Macintosh, you need to associate EPUBs with this program.
06:54But Adobe Digital Editions is not the final answer by any means.
06:58There are many more ways to read EPUBs.
07:00Unfortunately there are not that many ways to read them on the Desktop, there are lots
07:04of apps and utilities that you can use for your Android and iOS devices.
07:10But for the Desktop you can do something like, you can go to the Barnes & Noble website and
07:18download a Nook app that lets you read not only Barnes & Noble eBooks and access the
07:23store really fast, but also any kind of EPUB.
07:28You can also get one for Kobo readers and for the Sony eReaders.
07:33If you have an Android device, this program which I actually don't know how to pronounce,
07:40I think it's Aldiko or Aldiko is the program that most of the people that I have spoken with
07:46say that it is the best one for reading EPUBs on an Android device.
07:51Now if you're on an iOS device, you might be interested in a reader like the Bluefire
07:56Reader, which not only is a wonderful EPUB reader for a mobile device but also if you
08:03want to brand your own EPUB reader and then sell it as part of your own bookstore, you
08:07want to become the next Amazon, you can contract with the Bluefire people, they are pretty cool.
08:13Another one that people use a lot is Stanza from Lexcycle.
08:17So Stanza used to be available as a desktop reader app, but when Amazon bought them a
08:22couple of years ago they stopped all development.
08:25Now it's only available for your iOS devices.
08:29Another option if you want to read something on actually any mobile device or on your computer
08:34is to use an online EPUB reader.
08:38For example, Ibis Reader is a wonderful standards compliance free service, ibisreader.com where
08:46you can read all of your EPUBs, and you can choose to turn off the Chrome as well, meaning
08:52turning off all of the controls and panels and so on, so you can concentrate on the actual eBook.
08:59The only problem with Ibis Reader is that you have to upload your EPUBs first before
09:02it can read them, so you can't just say open up something on your desktop.
09:06But once you do upload it then it's in your library, so you can access this EPUB reader
09:10and your library from any device, from any computer.
09:14Another one that I like only runs in Firefox, it's called EPUBReader, it's a free extension,
09:21and I started using this way back in version 4 of Firefox that was about eight months ago,
09:26and now we're up to version 12.
09:27Anyway, I am happy to say that it's still updated.
09:30And with this, once you install EPUBReader in Firefox, I can just choose Open File and
09:36navigate to my hard drive where I might have an EPUB, and it opens up right in Firefox
09:44with the Table of Contents here on the left, and I can move page to page pretty nice.
09:52There's lots of controls and things on the bottom as well, and it keeps track of which
09:57EPUBs you have read in its own EPUB library that you can click on.
10:01So like iTunes it copies the EPUB to a special folder on your hard drive whenever you open it up.
10:07Now if you want to read your Kindle books, and of course you could read it on the Kindle
10:11itself, but there is also software that Amazon provides for free.
10:16If you just go to the Free Kindle Apps page and again you're going to get this URL in
10:21PDF, then you can download any of their reading apps for Smartphones, Computers, and Tablets,
10:28but also you can read them in the Cloud.
10:30So like ibis reader they have their own eReader that's based on a browser.
10:34Let's say that you want to actually read it on your Mac, if you just click Kindle for
10:38Mac then you can download it right here, and I can open up that app right here and last
10:43time I was using this I was reading Alice in Wonderland, so there it is.
10:52If you go to the Library, and you have logged in with your Kindle account, which I haven't
10:58yet, then it will sync to all the eBooks that you have purchased at the Amazon Kindle store.
11:04Just like your Kindle will sync, these three books, Treasure Island, Aesop's Fables, and
11:09Pride & Prejudice are currently being given away for free whenever you install the software,
11:14which is pretty nice. Just a couple more apps I want to show you.
11:18First of all, this could not be a video on what can read EPUBs if I didn't show you Calibre.
11:24Calibre, and that's the correct pronunciation, not Calibre, by the way, I asked the developer.
11:30Calibre is kind of like a Swiss army knife of EPUB readers.
11:33Not only is it a way for you to read EPUBs, so I can just double-click Alice's Adventures
11:39in Wonderland, and it opens up in a separate eReader window, and I can read this, and I
11:44can go to full screen, if I want I can search and make bookmarks and all sorts of stuff,
11:49but it also organizes your collection of EPUBs.
11:53It can convert EPUBs to Kindle, it can convert HTML files to EPUBs, it can do all sorts of
12:00fun stuff over here.
12:02But I personally don't use Calibre that often, I started out using it, what I have found
12:07personally is that some services that I'm trying to upload my EPUBs and MOBI files to
12:12sell don't accept it and they specifically mention Calibre could be the issue.
12:18And second I really don't use Calibre for doing any kind of converting, I actually go
12:23in there and edit it myself, and that's what I'm going to be showing you in this video.
12:28But Calibre is free, although of course Kovid the wonderful developer does accept donations
12:32on the website, and there's nothing stopping you from going ahead and downloading it and trying it out.
12:38And I want to mention that, of course, Calibre is one of your options.
12:42There is some development happening for EPUB readers for the desktop, one of the more recent
12:47ones is a program called Bookle, which I don't think I have running right now, let me start it up.
12:57This is from Adam Engst, who is well-known in the Macintosh community.
13:01This is a Mac only, a very basic EPUB reader that he sells.
13:06And it's at version 1.0, and it does the job so that's one.
13:11And then there's another one called AZARDI that is going to be an EPUB 3 reader.
13:18And right now it's a little clunky and buggy in my testing, so it's not quite ready.
13:23But it's something to keep an eye on.
13:26So now I think we are all very clear on what I'm talking about when I mention an eBook
13:31in this title, I am referring to EPUBs or MOBI files.
13:34And you should get busy in downloading all the different kinds of readers that are out
13:38there for you to test your own eBooks with.
Collapse this transcript
How do I find and sell ebooks?
00:00Now that you know what an EPUB is, and you know what you can use to read it with, where
00:04do you find these things?
00:06And surprisingly a lot of people are really in the dark about this.
00:10Let's get the two big kahunas out of the way first, that is Amazon and Apple.
00:15So you can always find eBooks very cheaply or expensive on Amazon.
00:22Remember that these will download is MOBI file so that you can only read them in a Kindle
00:27or on one of those free Kindle Apps that I showed you in the previous video.
00:30Of course, there's a Kindle App for basically any device or any desktop so that's not that big of a deal.
00:36But if you go to Amazon and on the left over here you go to Kindle you can go right over
00:41here to Kindle Books or if you have a Kindle, and you are a member of their prime club,
00:48which will cost like, I don't know, $75 a year, you have a Lending Library you can download these for free.
00:53I am always a big fan of where to find free EPUBs and eBooks, and this is the place.
00:58So I'm not going to shell for Amazon, but I just wanted to point it out to you. Otherwise,
01:03you can go right to Kindle and then just go towards this Kindle Books and, of course, search
01:09here or basically if you just search in the main bookstore, most the books have available
01:14as a Kindle addition.
01:15You can always download a free sample of most Kindles, and that way you can make sure that
01:20it's something that you want to read before you actually purchase it, because there are
01:24no returns in Kindle Land.
01:27Now for Apple you need to use the iBookstore to purchase eBooks, but if you go to iTunes,
01:33and you go to iTunes Store and choose Books, this is essentially what you would find in the iBookstore.
01:38I like this interface a lot better than the iBookstore on my iPad, because there's Categories
01:44over here that you can quickly find, like Read Aloud Kids' Books or Quick Reads or Enhanced
01:48Books, which usually means EPUBs with videos in them.
01:52Now these are all EPUB, so they are much more flexible in what kind of software you can use to read them.
01:58You won't find a whole lot of free EPUBs though on the iBookstore.
02:03I would just want to also mention that a lot of people get confused between the iBookstore
02:07and the App Store, and I'll admit that we are actually merging, you know, you can get
02:13an enhanced eBook that looks like it was an App, and maybe two years or five years from
02:18now, they are going to merge, and all books will be apps.
02:22But for now EPUBs are sold through the iBookstore and their read in iBooks on iOS devices or
02:29third-party EPUB Reader Software, like Stanza or Bluefire.
02:34The App Store sells apps and these are stand-alone apps, you don't read them through iBooks.
02:40Now you can see that if you scroll down here in the Apps area that there are books for
02:45sale in the App Store, so there is definitely a blurring of the lines, and it's going to
02:50get more and more like that as the months and years go on.
02:54But for now, when we are talking about books from Apple, we're talking about these books
02:59that are available from the iBookstore, and that you read in iBooks, these are EPUBs.
03:04But let's turn our attention now to other sources of EPUBs that are not one of the two
03:08big kahunas, like one of my favorite locations, Project Gutenberg, which was started many
03:15years ago, and transcribing all books to digital format, as PDFs, as HTML files as plaintext
03:23documents and in recent years as EPUBs.
03:26As you can see, the site offers over 38,000 free eBooks, these are all books in the public
03:32domain, and this is a great way to download EPUBs.
03:35Now the production values of some of these EPUBs are kind of iffy, some of them are great,
03:41but some of them were done by machines or computers or grad students who are on their
03:4512th pot of coffee, so sometimes they don't work out really well as a beautiful work of
03:50art, as in EPUB like what we're going to learn how to do in this title, but just keep that in mind.
03:55This is a great place to start downloading some EPUBs and inspecting them to see what
03:59works for you and what doesn't work.
04:03One of the biggest sources for free EPUBs is Feedbooks, and a lot of eReader software
04:09have hooks into Feedbooks where you can actually search the library and download books from Feedbooks.
04:15These are all EPUBs eBooks.
04:18They do sell a few, but there's a ton of Free Books.
04:20So if I click Free Original Books, there are a lot of them, you can just go head and Download
04:24and see what they look like.
04:26And I'm going to quickly go through a whole bunch of other sites, there is BooksOnBoard,
04:30which has lots of books, as many of them are free, I actually click the Under-five category,
04:37but on the homepage they are really aren't all that free, they're actually the normal standard price.
04:45Fictionwise is also another great huge website where their eBooks are often available as
04:51PDFs as well as EPUBs.
04:54ebooks.com is really great place to search for more EPUBs.
04:58Google has now there own cloud-based eReader service, which they now call Google play,
05:04and you can purchase books here and read them in the browser, but you can also download
05:08them and read them on your eReader devices, these are all EPUB files.
05:12This is the Sony Reader Store.
05:15If you have a Sony Reader device, I usually purchase eBooks from here and download them to that device.
05:22The same thing is true for the NOOK Store, so you can go to the NOOK Book Store and find
05:26eBooks to download to your NOOK and the Kobo Book Store.
05:31Now later on in this title I am going to be talking about how to sell the eBooks you create
05:37and a couple of these stores have portals or special websites were small publishers
05:42or independent authors can go ahead and upload their books to the store.
05:46And a Kobo Store is one of them.
05:48The Nook Store is another one, of course, Apple and Amazon are the other two big ones
05:53that I'll be talking about later on.
05:55But while you're surfing some of these websites, if you think that you could do well by selling
06:01your eBook on that website, then just look in the footer or in any of the navigation
06:06tabs for information on how to become a publisher at their site, and as I said I will be talking
06:11about that more in depth for a few of these publishers later on in this title.
06:16One of my very favorite websites is called mobileread.com for anything having to do with
06:21eBooks and EPUBs and they have a series of Wikis, which are kind of like Wikipedia only
06:27for a specific topic, and this one is eBook Stores.
06:32So if you want to see you many, many other sources for eBook Stores and click through,
06:37go head and go to this page, and of course, I want to mention that you can sell them yourself,
06:43and you can go to individual websites and purchase from the publisher directly, the
06:48eBooks that they may be selling.
06:50So I mentioned in a previous video that Adam Engst and his crew developed their own EPUB
06:56Reader for the Macintosh called Bookle. This is their own website, Take Control Ebooks.
07:01Now all of their eBooks are mainly for Macintosh users.
07:04And they used to sell them only as PDFs, but lately they have of course been selling them as PDFs and EPUBs.
07:09In fact, I would venture that just about any bookseller, large or small, who use to only
07:15sell digital books as HTML files or as PDF files.
07:20Everybody is moving over to EPUB, well, everybody except of course for Amazon.
07:23Not yet, we're all hoping, but not yet.
07:26So I think you can see that there is actually a huge variety of places where you can download
07:32all sorts and EPUBs that you pay for or for free, and lots of different software programs to read them on.
07:39It's a rich and vibrant new industry, and I am really excited to help you get started with it.
Collapse this transcript
2. EPUB Production Basics
Examining the EPUB file format
00:00You're going to find it a lot easier to understand the rest of this video title.
00:05If you take a moment to come with me while I give you a tour of what's inside of these EPUBs.
00:12Because these EPUBs are not just a single file, they're actually a collection of many
00:16files, and the .epub extension is essentially a .ZIP extension.
00:22So you know about .ZIP, right?
00:24You take a folder full of files or a whole bunch of individual files, and you can compress
00:28them into a Zip file on both the Mac and the PC.
00:30Well, that's what these EPUBs are is that they are Zip files except they end with .epub instead of .ZIP.
00:37You can change the extension to .ZIP and extract them easily on Windows.
00:41On a Mac, you have to use third-party software because it's built in unarchiving software,
00:46it doesn't recognize those renamed Zips. But I have already done that for you.
00:52And of course, later on in this title, I'm going to show you lots of ways that you can
00:55unzip or what we call crack open the EPUBs to start editing the contents.
01:00But first, let me show you what they look like as a complete EPUB.
01:03You have seen either one of these before.
01:06So, Dreamdays is an eBook about driving through Tuscany, and it has many pictures, and it
01:13has colored background, sidebars.
01:16It has colored headings, and links, and lots of different formatting.
01:22So, it's kind of a complex eBook. This is called Dreamdays.
01:27Then the other one, I opened up in Firefox's EPUB reader.
01:30This is actually a file that is in the middle of production that I used a lot in the previous
01:35version of this video, InDesign CS5.5 to EPUB called A Brief History of San Francisco.
01:42This is a lot simpler document, it's not that long.
01:45It's probably only about 10 pages long.
01:48But it also has colored headings and pictures and some interesting formatting.
01:52So, these are just regular EPUBs with tables of content and text that you can see for yourself.
02:00But once we unzip them--let's hide these so we can concentrate on this--and let's open
02:07up San Francisco History, and I'll turn it this way.
02:11So in SFHistory, we have two folders and a file.
02:14I know a lot of these files and folder names will be very mysterious to you, but you will
02:19become intimately familiar with them by the end of this video title.
02:23I'll be talking about the anatomy of an EPUB and what these files do in much more detail later on.
02:29But I just wanted to give you a peak as I said into what's inside here.
02:33So we have some XML files, and we have this strangely named folder that I refer to as
02:39the book folder because it basically has all of the text and images in the book itself.
02:44These are more control files up here.
02:47So you see that the book for San Francisco History is essentially a series of HTML files
02:53one right after the other, and then we have a folder containing all the images that we are looking at.
02:59So, there is the cover, and there's that landscape photo, and we have a CSS file, which is a
03:04text file that defines the look of this text in the book.
03:10The toc.ncx file is that table of contents that appeared in the left-hand side of the Firefox browser.
03:16Now, if we look at the other book Dreamdays, it too has the same construction of two folders and a file.
03:24And inside its book folder, we just have the Cover.html file, and we have html
03:31file for the entire chapter.
03:34We do have the images folder with all the images that the eBook contains.
03:40Again, we have a CSS file, a text file that defines the formatting.
03:45We have a separate file that we have created, that is a linked table of contents in addition
03:51to that table of contents that appeared in the left sidebar.
03:55And then this eBook actually uses some JavaScript as well.
03:59But I want to show you that if we'd select this Dreamdays1.html file, you can right-click
04:04the HTML or XHTML files that you'll find inside your EPUBs and then just open them up right
04:10inside of a browser like I'm going to open this up with Safari.
04:14And apparently, this image was sized to take up 100% or 80% of the size of the window--oh
04:20that looks beautiful. Let's go there. And there is the eBook.
04:25So, let's actually go down to the middle here, introduction to Chianti Day-One Itinerary,
04:31those are the big sidebars and so on.
04:34If you look at the source for this, if I go to View > View Source, you'll see the text
04:41and the tags as though this were an actual web page.
04:45It has a head section, the paragraphs are delineated with the p tags for paragraph,
04:51it has h1, h2, h3 header levels.
04:55If you have ever done any kind of website design, this should look very familiar to you.
05:00The same is true if we go back to the Finder, and look at the San Francisco book.
05:06We go to SFHistory, and open up one of these HTML files.
05:14I'll open this up in Safari.
05:16So, it looks like a regular web page, and if we go to View Source, we see the same paragraph
05:23tags with classes and divs and the head and the body and so on.
05:29So, are you getting in that what an EPUB is is essentially a miniature website.
05:36And EPUB readers, EPUB reader software, and EPUB reader devices are essentially reading
05:44the website into the eReader software.
05:48Every chapter is like a separate page in a website like a link to a page.
05:54The images are JPEGs, or GIFs, or PNGs just like in a website, and they're referenced
05:59from the HTML file.
06:01The HTML file also links to the CSS to govern how the text looks when it's interpreted in an eReader.
06:09So, when you open up an EPUB on your iPad or your iPhone or in Stanza or in Firefox,
06:16it's essentially reading a website.
06:18Now that you understand that what you are doing in InDesign is converting an InDesign
06:22publication to a miniature website, you can sort of see the challenge that lays before you.
06:28But you know what, it's not that bad, and you're lucky that you're watching this title
06:32because by the end of this title, you're going to be like second nature to create a beautiful
06:37EPUB from an InDesign file.
Collapse this transcript
How does an INDD file become an EPUB?
00:00So how does your InDesign layout get converted to an eBook, to an EPUB, or to a MOBI file for the Kindle?
00:08We all know how to convert an InDesign file to PDF.
00:11You just export to PDF, the end.
00:14It's not so simple with EPUBs and MOBIs though unfortunately, not yet, we are getting there though.
00:20First of all, you start with your InDesign layout.
00:24You need to do some prep work to the InDesign layout, and I will have a chapter on preparing
00:28your files for the EPUB export.
00:31But you need to do things like check out text formatting, it's far better to make sure that
00:36all of text is formatted with paragraph and character styles and no overrides, no pluses
00:42anywhere, and I will show you some automated ways to help you reach that goal.
00:47Often, you will need to adjust the layout, the sequence of items or how they appear in
00:53sequence because when you export your InDesign layout to EPUB, an EPUB is one long flowable
01:00document, imagine a Word document that represents your entire book.
01:05And sometimes exporting your entire InDesign layout with all of its frames and tables and
01:11things out to one flowable document doesn't work quite right unless you do some prep work first.
01:16So you need to do that kind of work.
01:19Sometimes you need to adjust images or convert existing text, that's not going to make it
01:23through like display text, convert that to an image.
01:26And there is a few other things that you need to do to the InDesign layout.
01:29Now you can use the same one that you use for Print.
01:32If you have some foresight, there are some publishers who create an InDesign template
01:37that can be used for both print and EPUB export.
01:41But I would say in most cases what you are going to do is do a Save As to your InDesign
01:44file, and that one, you are going to really work through to prepare for the EPUB export.
01:51At that point, you actually export it to EPUB.
01:54EPUB is one of the formats in the Export dialog box, we will be going through that in detail of course.
02:00So, right after you have finished the EPUB export, then you open it up in something like Adobe
02:06Digital Editions or whatever you are using for your rough proof, something that can quickly
02:10open up in EPUB on your desktop.
02:13All you're checking is making sure that all the content appears that you wanted to appear,
02:18you don't end up with just the cover and nothing else, or just chapter titles and nothing else.
02:22That all the content is there, that it's in the right order, and that you have the navigational
02:28TOC, that little panel that opens up, all of the titles for the different chapters are
02:32appearing there correctly. So you are just doing a rough proof.
02:35We are not going to worry about fine-tuning the formatting or images and things like that
02:39until further down. At this point, you also want to validate it.
02:44And validating is checking of the file against the standards published by the idpf.org, that
02:51is the organization that created the EPUB 2.0 standard and 3.0 standard, because what
02:57you want to find out is you want to make sure that the EPUB that you started with from InDesign
03:02created a valid EPUB right there, because in the next step you are going to tear it
03:06apart, and you are going to edit it.
03:08And if you then validate it afterwards, you are not going to be sure if it's something
03:12that you did to the EPUB that made it invalid or was it something right out of InDesign
03:16that made it invalid.
03:18So validating your EPUB is something that you do early, and you do often every time
03:23you make some major changes to the file format.
03:25And I will be showing you different ways to quickly and easily validate your EPUBs right from your desktop.
03:31Now, at this point, there are many things that you might want to do to your EPUB file
03:35that InDesign simply cannot do yet, because this is all about the conversion to what is
03:41essentially a website.
03:43And print documents are not set up like websites.
03:46I would say that probably 80% to 90% of your projects you're actually going to have to
03:51crack open that EPUB file, to unzip it like how I showed in an earlier video, and edit
03:57the HTML and CSS files and some of the other files inside there.
04:02Which program or programs you use to edit the EPUB file?
04:05That's up to you, and I am going to be showing a variety of them in this training video.
04:11Once again though, when you are done editing the EPUB file or at least the first pass of
04:14the EPUB file, you want to run it through the validation checker.
04:19Then you preview it again, and you preview it on all the different devises that you might
04:23have, not just the Adobe digital editions or the Firefox plug-in, but also, if it's an
04:30EPUB that is going to be sold through the iBookstore, you want to preview it in iBooks.
04:34If you are going to upload it to Amazon, then you would convert the EPUB to MOBI, which I
04:39will be talking about, I have a whole chapter about that and then preview it on your Kindle
04:43or your Kindle Fire.
04:44If it's something for the Nook, or the Sony eReader, you preview it there as well.
04:49There is no way that you can create a good looking final EPUB without having an actual EPUB device.
04:56I can't tell you how many times I have gone on site to teach publishers how to create
05:00EPUBs for the iBookstore, and I asked how many people have an iPad and nobody has an iPad.
05:05The software that you use to proof your EPUBs on the desktop is just for rough proofing.
05:10You really need the final device to see how it's going to look.
05:14Then when you're satisfied with how it looks and how it works, then you do a final validation
05:19because you will get it kicked back if you upload it for sale, and it's not a valid EPUB.
05:25So you run a final EPUB check on it to make sure it's valid.
05:28There's no errors or problems with it, and finally then you upload it to the reseller,
05:33to Apple or Amazon or Sony or wherever or even to your own website and sell it, and
05:38then you make a million dollars. Yes. That's the goal.
05:42That's the InDesign to eBook workflow, not quite as simple as exporting to PDF, but it
05:48definitely is doable.
05:50And that's what we will be covering in this video title.
Collapse this transcript
Understanding what can and can't be converted from INDD to EPUB
00:00So let's get down and actually start making some EPUBs.
00:04I think one of the best ways of learning on how to create an EPUB from InDesign, starts
00:08with you just essentially taking your existing print document or any document that you created
00:14in InDesign and exporting it to EPUB and seeing what happens.
00:18So I have a couple of documents open, one of them is called History of Art, which is
00:24nicely designed book, a sample book, it's very short that has a Table of Contents, and
00:31it's got a spread with some artwork.
00:33That says a little declaration here that I created myself, I don't if can tell.
00:38And it has things like hyperlinks and footnotes and images in line, some with captions, some
00:45are grouped, some aren't grouped, some of the images have no captions, headers and footers
00:51and folios, in other words, a typical book for print, a long book.
00:56I haven't done any special prep work on this file at all, and what we are going to do is
01:02just export it to EPUB.
01:03So to do that go to File, down to Export, and here in the Format dropdown menu you will
01:11fine EPUB, so choose it there. I am going save it right out on to the Desktop.
01:17This was called History, it's remembering last time that I did this, so we will just
01:20call History-of-art sample. That's good.
01:24The EPUB Export Options dialog box opens up, and I have a chapter devoted to this dialog
01:30box in each panel in here.
01:32Right now, we can get away with just expecting the defaults.
01:35I think the only thing that you should pay attention to is to make sure in case you have been experimenting.
01:40Make sure the version is EPUB 2.01, there is a couple of other versions here that we
01:44will be talking about, and that View EPUB after Exporting is turned on.
01:51And then Image should be set at 150, Preserve Appearance from Layout, and under Advanced the
01:58document should not be Split and these are all the regular settings that everything is
02:02checked basically and then just say OK.
02:05So Exports to EPUB, and then it should open up in your default EPUB reader, which in my
02:10case is Adobe Digital Editions, and I discussed in the previous video how to associate a program
02:16with the EPUB extension.
02:18So we have the cover on the left that we are missing some of the text and the cover image
02:21looks a little big and on the right we have A History of Art.
02:27So it looks little different from the print book, but you can see that it did maintain
02:31a lot of the formatting and the text is here and the same font, that looks nice.
02:35It would be nice if I get Chapter 1 to start at the top of its page.
02:40Here is the link to a URL and here is a footnote, the leading looks a little strange, I am not
02:47quite sure what's happening. We are missing an image.
02:50Jump back to the InDesign file, we can compare it, so here, this must be an image here, and
02:56wait a minute, what about my Declaration, that's not there either.
03:00So this is very typical.
03:02What are you going to find is that the text made it through, but the images appear to
03:07be missing, and here is the tip.
03:09If you just go all the way to the end of the eBook, it's often where they get relegated
03:16to, and this is just because of how InDesign exports the content, the order that it exports the content.
03:21It exports the first textframe it finds, and if it's threaded to multiple pages, it exports
03:26the whole story, and then it starts exporting the images.
03:29So unless the images are inline, or we use the article's panel, you are frequently going
03:34to end up with this kind of result, and we will be talking about that in detail later,
03:39it's pretty simple to do, but don't be shocked if this happens to you.
03:43Notice what is not here.
03:44We don't have my beautiful little blue squiggle, my artwork.
03:48So artwork that you create in InDesign, this guy right here that I created with the Pen
03:53tool and applied a dotted stroke to it, those kind of things do not get exported, neither
04:00do things on the master page that have not been overwritten.
04:03So we are not seeing any folios or any of the running headers, and that make sense,
04:09because you don't want to see page numbers on the pages of the EPUB that would be bad
04:13if that happened, because page numbers make little sense in a flowable eBook.
04:20When you view this EPUB on an iPhone or something else with the small screen, you might actually
04:25only fit like this amount of text, and that will be page 1, and if you are reviewing it
04:29on a monitor, all this would be page 1, so you don't want to have folios appear.
04:35And you also usually do not want to have running headers appear.
04:39In most eReaders, they will put the name of the chapter here at the top or to move from
04:46chapter to chapter, users will just open up the Table of Contents, which in this case,
04:51because we didn't prep a Table of Content for our Navigation Table of Contents just
04:55has the name of the layout here, which is the default setting.
04:59Let's take a look at another kind of file, here we have one that's more brochure like,
05:04this is one page from a student catalog, so we have pictures with separate captions, we
05:11do have one story that gets threaded from frame to frame.
05:15Let's go and View > Extras > Show Text Threads, so we can see that this story here, it's threaded,
05:21and there are some overset, so let's actually open this up in the Story Editor so we can
05:27see which text is overset.
05:28So we have a coupe of line that are overset, and I am also going to apply a background to this frame.
05:38Let's just give it a gray background, maybe like that, so we can see what happens with
05:44frame backgrounds, and we will give it a stroke as well, let's say a 4 point stroke.
05:51So this is what it's going to look like.
05:53Okay, then just switch to Preview mode, by pressing the W key.
05:57Now let's export this to EPUB. Catalog-1pg ran out to the Desktop.
06:05Again, accept all the defaults, so just don't go clicking anything else and say OK.
06:12You can close this Table of Contents here.
06:17So we have all the text came through and the picture, and we have some of the pictures
06:23and caption in the back, that's interesting.
06:27I don't remember that picture, we will investigate it in a second, but one thing that's interesting
06:31is look here, we have got the type formatting.
06:34We have the blue type, we have the italics in his name, but we don't have the fact that
06:39it was a frame that had a certain width or that it had a background color or that it had a stroke.
06:45So in general, text frame attributes do not get exported to EPUB.
06:52The one exception is when a text frame is part of the flow of a story.
06:56If you have anchored a text frame inside of a story, then a lot of its attributes do get exported.
07:02Let's jump back to InDesign and check that out.
07:04I am going to take this frame, and I am actually going to anchor it in the text flow, and
07:09we can do that now by just dragging the little anchor control up here on any text frame.
07:14I am just going to drag this guy right here, and it is custom anchored, so it's in the
07:20same location, but it's actually part of the text flow, and now let's export this again to EPUB.
07:27We can Replace the one that's open, one of my favorite parts about working with exporting
07:31to EPUB from InDesign that you don't have to worry about closing the document in Digital
07:34Reader before you export another version of it.
07:38So you see when a frame is actually anchored in the text flow, then it does maintain its setting.
07:46This is new in CS6.
07:48This obviously look horrible, but I just wanted to show you the general concept, that frames
07:53that are not part of the text flow, that are just sitting there by themselves, the attribute
07:58to that frame don't get included in the EPUB.
08:00But if they are anchored in the text flow, they are an anchored object, or inline object,
08:04then most of the attributes do get maintained.
08:07Obviously, this needs a little bit more work in the CSS to make the text formatting work
08:11and make the framework. Notice that the entire story got exported.
08:15So even though this text does not appear on the page in InDesign, the Roux Academy offers four campuses.
08:23Let me zoom in here, so you see the text ends here with Brower-based gaming is a huge industry
08:30and developers are looking, and there's only one page in this document so that's the end of it.
08:36But if we look at this in the Story Editor, you can see that there is actually more text
08:42for animators that cannot only design, and if we jump back to the EPUB, you can see that
08:50that text appears there, for animators that cannot only design, and so on, and it goes to the end.
08:56Now then we have this last blur of the Roux Academy offers 4 campuses, that wasn't in that story.
09:03Let's check back in InDesign, close this up and look at the entire page, and that story
09:09is actually this caption.
09:10I am going to click inside here and zoom in with the Command+Plus or Ctrl+Plus.
09:15The Roux Academy offers 4 campuses.
09:17So we are running into an issue again of story order that I will be talking about in the next chapter.
09:23But do you remember that addition picture?
09:24You can see if there are three images in this file, but if we come back to here, we see
09:29there is one and then two, three, four, where is this guy?
09:36Go back to InDesign, and if we search for him, I did the search already, he is hiding behind here.
09:43So any kind of boo-boos that you're trying to mask out in your InDesign document, they
09:47are probably going to come back to haunt you in that EPUB.
09:51It's not just what you see on the page, it gets exported to EPUB, it is everything
09:55on the page that gets exported to EPUB. So keep that in mind.
10:00Every time when I get a new project, and that needs to be converted to EPUB, this is the
10:03very first thing I do.
10:05I export it as is to EPUB just to see what it is that I have got to work with, and I
10:10recommend that you do the same thing as well.
10:12It's also really good way for you to get your feet wet and learn what will make you through
10:16to the EPUB Export and what's going to need a little work from you.
Collapse this transcript
Setting up an EPUB workspace
00:00One last thing that we want to do before we dive into working with our layouts and prep
00:04for Export to EPUB is to customize InDesign's interface so that the tools that we use most
00:11frequently when exporting to EPUB are close at hand.
00:15And if you're an InDesign user of any experience, you know that I'm specifically talking about
00:20workspaces, the saved collection of panels that appear here on the right.
00:24Now the workspace switcher is available in two places in InDesign, from this dropdown
00:30menu in the application bar and also from the Window > Workspace menu.
00:36If you are on a Macintosh, the first thing I recommend is that you go to the Window menu,
00:41and you turn on Application Frame, if it's not already there.
00:45It doesn't default to this view, it actually defaults with the Application Frame disabled.
00:51Because whenever you're doing this kind of exporting over and over again to EPUB and
00:56using many different programs and eReaders to check out the EPUB, it can get quite confusing on the Desktop.
01:02So I really recommend you go up to the Window menu, choose Application Frame, and if necessary
01:06maximize the window so that whatever else is on your desktop is temporarily obscured.
01:12This is the default way it works in Windows.
01:15And then you want to actually set up the workspace here on the right.
01:19So the Workspace Switcher here is going to remember the selection that you have chosen,
01:26the problem with the Workspace Switcher is that there's none for EPUB. Look at this.
01:30I mean Adobe made one for when you are working on Books, but that is not quite what we need,
01:36it has a lot of things like Conditional Text and so on, but nothing really specifically
01:41for exporting to EPUB.
01:44The Advanced one is the one that I usually use by default.
01:47They have one for Digital Publishing, and you might think, oh, that's the one I used
01:51for EPUB, but no, that's the one that you used for creating tablets publications, apps.
01:56They have taken the name Digital Publishing and confined it to just tablet publishing,
02:02which I don't think is right.
02:03What I suggest is that you switch to Advanced or if you already have a custom workspace
02:07that you like, switch to that one, and then we are going to modify it and then save it
02:12as one specifically for EPUB.
02:14Here is what I would do with the Advanced workspace.
02:16I hardly ever use Gradients, so I am going to close that one and everything else is fine.
02:24I guess I don't use stroke that often, but often enough to apply different kinds of strokes
02:28around frames that I will keep it here.
02:30A panel that we will be using for many kinds of publication when we export to EPUB is the
02:36Articles panel which is the very first one here under the Window menu, and I have a video
02:41I am talking about the Articles panel later on in this chapter.
02:44We don't need liquid layout, so just separate it out from there, and I usually add it right
02:49underneath Links or maybe on top of Pages.
02:53I also frequently use Text Wrap, because when you are converting from Print to EPUB, sometimes
02:58the Text Wraps that have been applied to objects can bite you once you export to EPUB, because
03:04they are supported in the CSS and often you don't want them supported.
03:08So I use the Text Wrap controls often enough that I want to keep it out here.
03:14I am going to add it to Effects and Object Styles and all these I use often enough, of
03:18course, I use Paragraph and Character Styles.
03:20I might actually bring this up, because I use them so much more often than the other
03:26ones, so I am just doing them like that.
03:29Another one that you definitely want to add is the Scripts panel, because as you will
03:33see in the upcoming videos, I use script a lot to help automate some of the tedious work
03:38that needs to be done to InDesign files to prep them.
03:41So Scripts are under the Window menu, go to Utilities and choose Scripts and they're together
03:47with a bunch of other ones that you don't need, so just pull it out of there, close
03:50that, and then add Script where ever you might think it's most convenient.
03:53I am going to put it right here at the bottom, because that way it's easy to find quickly.
03:58That's basically how I like to save it.
04:00You might also want to add something like Mini Bridge, if you are working with a lot
04:05of images, that's the way they quickly locate and organize the assets that are linked to the InDesign file.
04:11If your document uses a lot of Hyperlinks, or Cross References, you will definitely want to use this one.
04:17I will probably add this right below
04:19Character Styles. And finally, if you are using a lot of tables, you want to add the Table
04:25Styles and the Table Panels.
04:26So Table Styles are here, and if you choose Table Styles, it will come with self styles,
04:30and I would keep them both together.
04:32In the video where I talk about tables, you will see that CS6 does a much better job
04:36of supporting your table formatting, when you export to EPUB, that I did in previous
04:40versions, but it all depends on your use of Tables Styles and the Table Panel itself is right here.
04:46But mine is getting pretty long already, and because of the resolution for this video I
04:51don't have a lot of room but if I had a better resolution or larger monitor then I would
04:55probably add those.
04:57So when you're done, go to the Workspace Switcher or to the Window Workspace menu and choose
05:03New Workspace and call this something, like EPUB.
05:06That's fine, you can leave these both checked, and now we have all the tools that we need
05:12close at hand.
Collapse this transcript
Installing scripts
00:00I know I said in the last video one last thing, you know, to create your own custom workspace, but
00:04there is one more last thing, and that is I want to show you how to install scripts in InDesign.
00:11If you already know how to install scripts then you can skip this video.
00:14But I use Scripts a lot, when I am working with InDesign files, and I am going to export
00:19to EPUB, and I will be showing how to use those scripts and showing where to download
00:23them or, including them in the Exercise files. And I want to make sure that you know how
00:28to install the scripts yourself.
00:30So if you have followed my last video, you should have the Scripts panel as part of your
00:34EPUB workspace right over here.
00:37Otherwise Scripts in InDesign CS6 are available here under Window > Utilities > Scripts.
00:44When you choose Scripts, and I am going to drag it out of the doc here just to bring
00:47it front and center, so it's a little easier to see.
00:49You will see two folders, Application and User.
00:53You can put scripts in either one of these folders, but sometimes you will need Admin
00:57Access to add them to the Application folder.
01:00When you add them to the Application folder that just means that anybody who logs onto
01:04this computer will be able to use those InDesign scripts.
01:08If you add them to the User folder, that means only you will be able to use those InDesign scripts.
01:12If you are the only user for your computer, it's immaterial.
01:15We are just going to add them to the User folder for now.
01:18The easiest way to add scripts is to open up the Scripts panel, find the User folder,
01:24and then right-click, or Ctrl-click on it if you have a one button mouse, and choose Reveal
01:30in Finder if you are on the Mac or if you are on the PC, it will say Reveal in Explorer,
01:35or Windows Explorer.
01:37When you choose that, it shows you where that folder is on your hard drive, and if you work
01:42with Scripts a lot, you might want to make a shortcut to this folder on your desktop.
01:46So inside your Scripts Panel here is where you are going to putt scripts and scripts are
01:50simply text files that end with that JSX for JavaScript and those are the only kind of
01:56scripts I deal with, because they are cross platform, so I can use them no matter which
02:00computer I am using.
02:02Now I actually do on my production machine have many scripts, probably a couple dozen,
02:07almost all of them free from various locations I found on the Internet, we talk a lot about
02:11them on indesignscerects.com. But only some of these are used for EPUB and to quickly
02:16find those I actually create a folder inside my Scripts Panel folder called EPUB.
02:22So let's do that right now.
02:23I am just going to right-click and choose New Folder and call it EPUB and then inside
02:29this EPUB folder is where you add a script.
02:32Now I ready have a script that we are going to install, and it is inside the Exercise Folder.
02:38But if you want, I will show you where you would download that.
02:41In Safari, if you go to this website tomaxxi.com/ downloads, this guy Marijan Tompa is the leader of the
02:49InDesign User Group in Serbia.
02:50He is a wonderful guy and he has got many, many free or low cost scripts that you can
02:55download from his website.
02:58And this one right here is the one that we are going to use.
03:00So if I downloaded this, let's actually download it right from here.
03:04And I download the script, and we will open it up in the Finder, I am going to put it
03:12on my Desktop to make it easier to find.
03:16And then we just need to put this file into our EPUBs Scripts folder.
03:22So I can Copy and Paste, or drag and drop it over there, I am just going to copy it
03:26and select my EPUB folder and paste it.
03:31That's all, so you just have to find this script and put it into the right folder.
03:36You don't need to quit InDesign first.
03:37If you go back to InDesign, you will see that there is a folder, and there is a script, ready to use.
03:43I will be showing various scripts in this title and not all of them have been expressly updated for CS6.
03:49So what I would recommend is that if you are using these scripts, whether you're downloading
03:53them from their site or you are using them from the exercise files that you may want
03:57to go back to the original developer's website to see if there have been any updates, in
04:02case you're having problems with the script.
04:04I'm not a scriptwriter myself, but I'm a big script user, and I'm happy to show you the
04:09ones that I think will save you the most amount of time in InDesign.
Collapse this transcript
3. Preparing an InDesign Publication for EPUB Export
Naming files for EPUB compatibility
00:00An EPUB is essentially a miniature website. HTML files, CSS files, linked images all wrapped
00:07up in a neat little EPUB wrapper.
00:09For that reason the filenames that you use in your InDesign file make a difference, because
00:16InDesign when it exports your InDesign file to EPUB is actually converting it to HTML
00:21and making inter-document links.
00:24And if the files have illegal characters in them, illegal as far as a web server is concerned,
00:30then it can cause problems down the road.
00:32You may have seen this yourself in some various websites.
00:36If you have ever seen a URL you know a web address that had weird percentage signs in it, like
00:41%20, that is actually because the person who created the website used spaces in a file
00:48name, you're not supposed to use spaces, you're supposed to use like a dash or an underscore instead.
00:54But if somebody did use a space, like linking to an image that have a space in its file
00:58name, then on the web server it has to do what's called escaping that illegal character,
01:03it replaces it with the UNIX equivalent. And the equivalent of a space character is %20.
01:10Now InDesign when you export to EPUB will do quite a good job in reformulating a lot
01:15of the filenames so that they are legal.
01:18But there are some things that you can do to help it along, and there are some things
01:22that InDesign just can't fix on its own. Let me show you one example of that.
01:26I have here a document that is the history of art, a very short excerpt of it just 11
01:32pages and six spreads. And I'm going to export this to EPUB.
01:37So I'll go to File > Export or just press Command+E or Ctrl+E.
01:42History of Art excerpt, and I'll use basically the default settings with just a couple of tweaks.
01:48I want to make sure that View EPUB is turned after Exporting.
01:52Image we're not doing anything special with, under Advanced I usually turn off these last
01:57two options just keep Include Style Definitions turned on.
02:00If your fields for Publisher and Unique ID are empty, perfectly fine, it's just that
02:05I have already used this in other videos, and that's why it's remembering all this information,
02:10don't worry about it. Click OK. What's this?
02:15Unable to open this file, Errors were encountered in this item.
02:19Digital Editions was not able to open the EPUB.
02:21Now this is kind of a rare example but I'll tell you what happened, and if you're an eagle
02:26eye you would have noticed it yourself. Let's go back to InDesign to take a look.
02:31Look at the name of the file itself, History of Art with a slash through it.
02:36History of Art/excerpt.indd.
02:37Now of course you would never do this, and I would never do this, but there are other
02:42people in the world who give their filenames all sorts of crazy names because the computer
02:46doesn't yell about it.
02:48I have seen quotes and bullets and question marks, parentheses, and I have seen many slashes.
02:54Slashes especially are difficult because slashes are used to denote directories or hierarchies
02:59when you're talking about web files, files within folders and so on.
03:04You never ever want to use a slash mark in a file name and InDesign can't do anything about that.
03:10Here's the exact same file and the only difference is that it doesn't have a slash mark in the
03:17file name, we'll export this one to EPUB.
03:19We'll call this History of Art-noslash, save it, same settings, okay. Tada. Worked great.
03:37Now that is not the only place where the name of the actual InDesign file is important.
03:44It's also important because InDesign CS6 will use the name of this file when it creates
03:48its default CSS file.
03:51CSS, Cascading Style Sheets, is something we'll be talking about as we go on, but it essentially
03:56controls the formatting of your EPUB and every file that contains content of your book in
04:00the EPUB is linked to that default CSS file. Let's take a peek at this EPUB in TextWrangler.
04:09Oh we don't want you, I don't want to get confused, you're bad, you're the one who have
04:14the slash, so I am moving you to the Trash, it's this one.
04:17And then I am just going to drag and drop it right on top of TextWrangler just to take
04:20a peek inside without having to unzip it or anything special.
04:27And inside this OEBPS folder, and if all this is gobbledygook to you, don't worry about
04:31it, I'll be covering this in quite a bit of detail in an upcoming chapter.
04:37So as you saw in a previous video all the content is divvied up into a series of XHTML
04:41files and here is the first one.
04:45Notice here in the code at the top in the head section there is a link to the CSS file,
04:52HistoryofA and then _idstyles.css.
04:55This is what InDesign CS6 now does with CSS filenames.
05:00In previous versions it used to just be called default or template.css.
05:05Now it takes the name of your file.
05:07Luckily it is smart enough to remove any spaces there, and it just takes the first few characters
05:14of the file name then it adds _idstyles.
05:16And this is what it's linked throughout the EPUB.
05:19If I look at the CSS folder, you'll see there is the HistoryofA_idstyles.
05:25But this is what InDesign knows how to do with spaces.
05:28But if there are illegal characters, sometimes InDesign let's those slide on through, and
05:33that would also be bad. Do you understand what I am trying to tell you?
05:36You want to rename your InDesign files to something short and using only the legal characters,
05:44that's alphanumeric characters, numbers, the underscore, and the hyphen, and nothing else.
05:51If you're exporting a book to EPUB, and you have multiple files in your InDesign book
05:55file, then yes you should rename all of those files in your InDesign book.
06:00Let's keep this open because I want to talk about a couple of other places where filenames
06:03are important, one of them is Styles.
06:07Your Paragraph Style names and Character Style names are exported and converted to CSS Style names.
06:14In this document I have a couple of style groups which is very common to do, especially
06:19with long complicated books.
06:21You might have a style group that is a folder containing other styles to organize things
06:27and to make the Style panel a little easier to deal with rather than having to scroll
06:30forever, you can divvy things up into folders.
06:34InDesign can handle these with no problem, it converts them just fine.
06:38So you can go ahead and continue using your style groups.
06:41Let me twirl open both of these style groups here and notice that we have two styles that
06:45are exactly the same name, which is a cool kind of thing that you can do, I don't know
06:49if it's really recommended, but definitely possible to do when you're using style groups.
06:55See, this is body first, this paragraph is body, and then down here--let's zoom in a bit--
07:04this is body nested.
07:05So this user who created this document wanted to gather all of her nested styles into one folder.
07:13You might create a folder just for end matter, or just for footnotes, just for table of contents
07:18things, those are very common to find.
07:21So is there going to be a conflict between these two exact named styles?
07:25No, let's take a look.
07:26We'll go back to TextWrangler and look at this one right here.
07:32Here is body first that is being applied to this first paragraph.
07:38Here is body and then the next one was also called body, but it was in a folder called Body-nested.
07:47When you export to EPUB, InDesign will take any style groups, those folders, and it will
07:52just add a hyphen and prepend it to the name of the styles that's actually being applied.
07:58You can use this to your advantage by naming your folder something really short.
08:01Say that you have a folder that contains all the styles you are using for things in a table, for example.
08:08If you're familiar with HTML then you know tables are denoted with the word table or
08:13TD for a cell or TR for a row.
08:17You could name your folder TD or TR or table, and so when it gets converted, InDesign will
08:24call it table-body, table-last row, or whatever it is that you are using styles for in that table folder.
08:33I have run into problems with style names that InDesign can't solve.
08:37By the way, if you ever begin the name of a style with a hyphen or 2 hyphens in a row,
08:43because those are actually reserved for specific kinds of CSS tags.
08:46And I have seen problems in EPUBs with the styles not being picked up or being formatted
08:51incorrectly or the EPUB not validating.
08:54In other words while hyphens and underscores are perfectly legal in filenames probably
08:59not a good idea to begin names with the underscore or a hyphen, use them inside.
09:05And it's easy enough to rename a style.
09:07If I want to rename this style, for example, I could just do the old southern double-click,
09:12which is you click once on the name and then click again.
09:16So you do a little pause between the two clicks, and then you're in editing mode, and I could
09:20go ahead and rename this.
09:21I would caution you though to be careful about where your cursor is before you rename a style.
09:27If my cursor was here, and I decided I want to rename this style down here, it would actually
09:32apply body nested to that paragraph while I was doing this southern double-click.
09:36So I am going to undo and instead if you want to rename styles to make them more legal for
09:42your EPUB, right-click on top of the style name, choose Edit, and then you can just go
09:50ahead and rename it up here in the Style Name field.
09:54One final place where names make a difference is in your links. Let's take a look at the
09:58links in this document. We have some crazy name links here.
10:02No, I didn't create this file but we have some things with quote marks and all sorts of craziness.
10:08If we go back to the Finder, and we try to validate this EPUB--and I'll be talking about
10:14validating in an upcoming video in more detail-- but essentially it's just a little test that
10:19make sure that the structure of the EPUB is valid according to the rules of HTML and CSS,
10:26and it's a required step before you're allowed to upload it to a lot of resellers.
10:31We validate this with a little, nice little AppleScript that I have that will check it.
10:36You see it's going to warn us if we have any problems with filenames.
10:40And it is finding a warning with the name of the History of Art excerpt.html itself.
10:47In both those places it's saying that it contains a space, and that is remember up here.
10:53These files right here, these XHTML files have spaces in them.
10:56InDesign does not automatically add a hyphen there.
10:59So I don't know why, what I suggest you do is that you rename your actual InDesign files
11:04with no spaces whatsoever.
11:06It won't fail the EPUB validation, but it gives you a warning.
11:10And then the same thing we have a warning here with one of the filenames, there is a
11:14space in the file name. So what is the pain about filenames?
11:17Well, let's say that you are doing cross references, if you're linking to text in one document
11:22from another, it can't have spaces in that cross reference.
11:26So InDesign or you manually will have to escape those spaces with %20.
11:32If we look at the content.opf file, which is the brains of an EPUB file, you'll see that
11:37InDesign did do that correctly in the manifest, this is a list of all the files included in
11:42the EPUB file, it went ahead and replaces spaces with %20.
11:46Why doesn't it also do that to the actual HTML files? I don't know.
11:50But you'll get warnings about spaces in filenames for both the InDesign document and any linked assets.
11:56If we look at one of these HTML file that it actually has some images in it, you can
12:01see that InDesign did escape the spaces and replace it with %20 in this file name and
12:06what is this %27, that's some other illegal character.
12:10This just makes life difficult for you, and it makes me EPUB a little bit more fragile.
12:15If you're trying to embed another link to the same image you might not realize that
12:19you have to escape all these characters.
12:21So it's just far easier to name your images legally in the first place.
12:25If we go back to InDesign, it would be nice to be able to rename these with short names
12:29without any illegal characters at all.
12:31Now you probably know that after you have placed images into InDesign, it is a huge pain to rename them.
12:38Because, if I rename them in the Finder, if I click here, here is the image, and I right-click,
12:44and I choose Reveal in Finder, and I rename it there, here it's going to end up as a missing
12:49link, because it's still looking for this original one.
12:52And that's when you want to use this wonderful script called tomaxxiLINKrename that I have
12:59already installed in my Scripts panel in InDesign, and I showed how to install scripts in a previous video.
13:07tomaxxiLINKrename let's you select an image and then double-click the script.
13:14Oh I have to click the actual frame, not the image itself, here we go and rename it, so
13:23I'll call this monalisa, one word, or maybe like this.
13:28Rename, it renames it in the Finder, and it renames it in the Links panel.
13:34And I could go through all the other images as well quickly renaming them.
13:38The fast way if you're going to be using this script is to assign a keyboard shortcut to
13:41that script, so you can just go through your document quickly, select an image, press the
13:46keyboard shortcut to bring up tomaxxi script, rename it, go on to the next image and so on.
13:51But as you saw even with some of these crazy named links, InDesign was able to take care
13:57of it, it's just not the best practice to keep them like this.
14:01So those are three areas that you need to keep an eye out for when you're dealing with
14:05your InDesign files as far as filenames are concerned.
14:08The name of the InDesign file itself, that's the most important and something that you'll
14:12probably want to manually fix, the names of the styles and the names of the links.
14:17My guess is that the majority of you watching this video are already naming your files legally, HTML wise legally.
14:26But if you run into any problems, don't forget to check the filenames of the InDesign file,
14:31the links and the styles.
Collapse this transcript
Creating a navigation table of contents (TOC) with a TOC style
00:00Now let's talk about the Navigational Table of Contents. That's the list of links that
00:05appears in any EPUB reader or device that lets the person move from section to section in an EPUB.
00:13Now if you just export a document to EPUB from InDesign, you're not going to get that.
00:17I have done that to our History of Art document the one with the Mona Lisa on the cover and
00:22here is what it would appear as if you didn't do anything special.
00:28History-of-Art-is-good. Now that was actually the name of the layout.
00:33So, if you don't do anything special to the InDesign file and exported to EPUB the Navigational
00:39Table of Contents, this section right here, will just have the name of the layout, and
00:44there won't be any links to individual chapter names.
00:47Now this is actually a valid EPUB, because it does have something here, if you hide it
00:53and show it again, you can see that there is a link, it just brings you to the very
00:57beginning of the book.
00:58So InDesign will always create the special file, it's actually an XML file that's part
01:03of all of those component files that are wrapped up in the EPUB wrapper. But this isn't very useful is it?
01:10Instead, what you can do is use the Table of Contents feature inside InDesign to turn
01:17that into an actual Table of Contents in your EPUB, so if I click Painting in Flanders,
01:23Holland, and Germany, you might say, oh wait, it's not working, but actually it does, there's
01:27painting in Flanders, Holland, and Germany and painting in Spain brings us here, and so on.
01:34So this is like one long document and these are sort of like bookmarks. Let me show you
01:40how to do this in this movie and then in a later movie I'll show you how to create it
01:46not just with the correct names of the chapters on the left, but when you click it, that chapter
01:51starts at the top of the screen.
01:55But first let's just try to get this text into here.
01:57So I'm going to close out of this document and jump over to InDesign.
02:01Now this was the History of Art, and it's kind of a long book, it's about 30 pages long.
02:08What I have done is I have extracted some of this text, and I have placed it into a new file that
02:14I'm going to be using a lot in this course, it's something very simple so that we can
02:17concentrate on the specific lesson that I'm talking about.
02:20So, in this lesson what I'm talking about creating a Navigational Table of Contents,
02:25let's zoom in a bit.
02:27What we're going to assume is that your InDesign document is one long document with sections
02:32in it, which a lot of documents are, and I made the sections into subheads here.
02:37So Flemish Painting, Biographical background, and so on. When I open up the paragraph styles,
02:42you can see these are all subheads and the other styles or body, let me zoom out so you
02:47can see it's not that long of a document, we just have a few sections.
02:52When we export this file, Art-text.indd to EPUB, let's see what we get, I'm going to
02:57press Command+E or Ctrl+E which is the keyboard shortcut for the Export dialog box, and it's
03:02remembering what we last did in EPUB, so you'll see me always use that keyboard shortcut from
03:06now on to get to the Export to EPUB dialog box, and on the Desktop, we'll save it as
03:11Art-text-1, that's our first try and export it out. We're going to just use the default
03:18settings, which is EPUB 2.0.1, make sure that View EPUB after Exporting is enabled.
03:25Images at the default and Advanced is at the default, click OK, and we see the same result
03:32that we got from that first example of the Art History book, we just have the name of the layout here.
03:38All the contents are here, but we don't have any kind of useful Navigational Table of Contents.
03:45Let's jump back to InDesign, and as I said, you need to use the built-in Table of Contents feature.
03:51Now you don't need to actually add a Table of Contents to your document, you don't even
03:55need to fake it with one on the pasteboard or anything, you just need to create a Table
04:00of Contents' style, and you do that by going to the Layout menu, and you can do it from
04:06the Table of Contents dialog box, you can go right to the Table of Contents' Styles,
04:10which will then bring you to the dialog box, let's just do it here.
04:14Now this is not a video about how to create the most beautiful Table of Contents in the world.
04:18Table of Content is covered in more detail in Mike Rankin's Long Documents with InDesign
04:24video, here on the lynda.com, and also I think that David Blatner's InDesign Essentials
04:28talks about Table of Contents.
04:31But what we need to do is we need to get over here the names of the styles that stand for
04:37the text that we want to appear in the navigational Table of Contents, so we want subheads, right,
04:42we want that text to appear in the Navigational Table of Contents or what I call the nav TOC
04:49for short, like Biographical background and Flemish painting.
04:53Now remember these are all subhead styles, so all you need to do is find the subhead
04:58style, and this only works for paragraph styles, not character styles.
05:02There it is at the bottom and click Add, you don't need to turn on Create PDF Bookmarks--
05:09and we'll be talking about book documents later-- so we don't need to worry about that either.
05:13This is just one single document, I'll just leave it turned on, it's not going to hurt anything.
05:18But the one thing that you do want to do is you want to save this as a style, and I usually
05:23call it EPUB, meaning this is the one I want to use for my EPUBs.
05:26The word EPUB will never appear anywhere, but save it as a TOC styles, it's kind of
05:30like saving a paragraph style, only this is a style for your Table of Contents. That's
05:36all, then just click OK.
05:37Now you're going to have the Table of Contents loaded in your cursor, and if you don't want
05:41to actually use it, you can just click on any tool to get rid of it.
05:46Now let's export it to EPUB again, pressing my keyboard shortcut Command+E or Ctrl+E,
05:51and we'll call this Art-text-2, click Save, and here in the General section under TOC
05:59Style, you choose the style that you saved for your EPUB, that's all.
06:03Let's go ahead and click OK, and there we go, we have the actual text from the subheads
06:10here, and you could click, and it will jump to show you that text.
06:15Now we're not doing the part where it actually appears at the top of the page that in the
06:18next video, but at least we have the text here, and clicking it brings us to that text.
06:24Now if you don't want this actual text, if you'd rather have this say biography, rather
06:28than the Biographical background, you could either change it in the InDesign file before
06:32you export it or once we crack open the EPUB, you can actually easily edit this text that
06:37appears here in the nav TOC. So that was pretty simple, right?
06:41We're using a common InDesign feature to create something special for our EPUB.
Collapse this transcript
Creating chapter breaks based on a paragraph style
00:00In the last video I showed how you can export an InDesign documents to EPUB and have a certain
00:07styles like the subheads styles show up as the nav Table of Contents.
00:12In this video I want to build on that and show you how you can get these subheads to
00:16start at the top of the page.
00:18To review these subheads, I'm using this style, subhead down here, and this document is just
00:26is really short just four pages long, and we have I think three or four instances of the subheads.
00:32We have a TOC Style saved in this document that I created in the last video, and you
00:37can see for yourself, if you go to the Layout menu and choose Table of Contents Styles,
00:43it's called EPUB, and essentially just has the subhead.
00:48Let's go to the Export EPUB dialog box press Command+E or Ctrl+E to get there really quickly.
00:54I'm going to save this on the Desktop as Art-text and then in this dialog box you want to make
01:00sure that the menu next to TOC Style shows the Table of Contents Style that you have created
01:07in InDesign just for your Navigational TOC.
01:10In other words, this one has the subheads, but if you want the subheads to start at the
01:16top of the page when somebody is flipping through the EPUB, you need to do one more thing.
01:20Go to the Advanced menu, and when it says Split Document you want to choose the name
01:25of that style subhead.
01:27So what InDesign is going to do is it's actually going to split up this document into separate HTML files.
01:34And that is the one sure way to get text to appear at the top of the screen, it's like
01:40splitting up one long web page into multiple smaller web pages.
01:44When somebody clicks a link, it's going to open up a whole new web page, rather than just scroll down.
01:50Let's go ahead and export this to EPUB and let me make this a little bit smaller so we can
01:55see what's happening better.
01:57So there's Flemish Painting, and you see the text stopped here, but if you click Biographical
02:02background, there it goes.
02:03So now this has actually been split into multiple HTML files, and when somebody is reading this
02:10EPUB on any device, or software that reads EPUBS, and then click on a link in your nav
02:16TOC, it will be nice and clear where they are in the EPUB.
02:20But wait, that's not all.
02:22Let's go back to InDesign. With InDesign CS6, we can actually force InDesign to start multiple
02:28styles at the top of the page, whether or not they appear in the nav TOC.
02:33For example, let's say that every time that we have an image, we want it to appear at
02:37the top of the page.
02:39We want the actual image title like this one right here, Paragraph Style Image title, to
02:45always start at the top of the page.
02:46We don't want it to be an entry in the Table of Contents in the EPUB.
02:50But when somebody is scrolling through, we just want this to appear at the top.
02:53Kind of like inserting a page break before it.
02:57To do that you need to edit the styles that you want InDesign to break at.
03:02For Image title, I am just going to right-click here and choose Edit "image title" and down
03:07here in Export Tagging, click this check box, which is new in CS6, Split Document (EPUB only).
03:15And we are going to do it for subhead as well, because your choices in the export to EPUB
03:20dialog box are either choose one style or say according to what you have said in export tags.
03:26So we are going to say according to what we have set in export tags, that means we had
03:30to edit each of the styles that we want InDesign to break up at.
03:34So I am going to right-click on subhead, and I always right-click to edit styles, that
03:40way if I double-click it, I might accidentally apply that style to wherever my text cursor
03:44is in the document, that's just a little tip.
03:47So I am right-clicking on edit subhead, which does not affect anything in the document and
03:52then go down to Export Tagging and turn that guy on as well.
03:57Nothing changes in the document itself, but now when we Export to EPUB, Command+E or Ctrl+E,
04:03and we will Save, we will Replace the existing one.
04:06Here in Advanced, change it from Split Document at the subhead style, scroll all the way up
04:12and choose Based on Paragraph Style Export Tags.
04:17Click OK, and let's reduce the size of our type a bit.
04:22So now Flemish Painting stops here, there's no entry here for the names of the images,
04:28but if we click or we are reading an eReader device, and we swipe with our fingers, it
04:34would go to the next screen where the image title and the image appears.
04:38If I go to Biographical background, other painters have notes.
04:43Let's try this one, see if there's any more, here we go.
04:47So right there is Image Number 2 at the top of the page.
04:50There is no limit to the number of styles you can add that tag to. And what that means
04:55then is that when you are prepping your InDesign file for Export to EPUB, think about any places
05:01where you want a force the EPUB to have text start at the top of the page and use a style
05:08just for those areas.
05:11In this case it worked out great, subheads we always want to start at the top of the
05:14page and the image titles, we want to start at the top of the page.
05:18So a little planning and tweaking will make your EPUB really easy to navigate and read.
Collapse this transcript
Creating a navigation TOC with an InDesign book
00:00Things are a little different if you are exporting a book to EPUB as opposed to a single document
00:06and by book I'm referring to that specific type of InDesign file New > Book.
00:12There is essentially a collection of individual InDesign documents that you can export to
00:18prints or PDF or EPUB all at once.
00:23So here is our original one document book that just has four different sections in it
00:29divided by subheads, and I have gone ahead and split that up into four separate documents.
00:35If you look in the exercise files I have just one document that's the Bio. Let's just go
00:43a head and open this up.
00:44So you see here is the Bio Biographical background, and then I have collected them all into a Book.
00:50So if I go to File > Open and then in the exercise files go to book, I am going to open up the
01:00INDB file which is InDesign book, and it opens up as a Panel, and if I have this document
01:07open, and then I modified it outside of the book so I want to go a head and double-click
01:12it and then now it's up to date.
01:15So we have the Flemish InDesign document, the Bio, Later-years and Other Painters.
01:21If I want to export this to EPUB I just go to the Book Panel menu and choose Export Book to EPUB.
01:29Let's go ahead and do that. Where do you want to save it? I'll save it right there in the
01:33desktop just call it z-ArtText, yeah that's fine.
01:37We are going to accept the defaults and for Image and for Advanced, everything is at the defaults click OK.
01:47And notice what happens with the Navigational Table of Contents that we have entries in
01:51here and each one is the name of the InDesign file and a div actually split them up, well
01:58actually what it did was it left them alone.
02:00When you export in InDesign book to EPUB that special kind of book file it's made up of
02:06multiple files each document becomes an HTML file in the final EPUB and so each document
02:14becomes its own entry in the Navigational Table of Contents.
02:17You may not like these titles that's it using but you can easily edit this after we crack
02:24open the EPUB you can go ahead and edit what is the text that appears here, and I have
02:27a video that shows you how to do that or you could think ahead and rename your InDesign
02:33document before you export them to EPUB.
02:36And I did that in another version of the book. Let's close this documents, and we will open
02:43up the other one to the Exercise folder called Art Text - named and again I must have open
02:52up a document outside of the book.
02:54If you see that when you open up the book files just double-click on one of the triangle
02:58that's all and notice how I have renamed these files.
03:02So 1 Flemish Painting, chapter 2 Biographical background, then Dyck's later years and Other
03:08Painters that are exactly how they're named in the Finder.
03:12Now one problem with this is then the XHTML files have the spaces in filenames and may
03:18be that was the first video I talked about in this chapter.
03:21And it's, I don't know, six of one and half dozen of the other.
03:23Personally what I would do would be to name them safely and then edit the Nav TOC file down the line.
03:30But I just want to show you, that this way is possible as well.
03:33So if I go ahead and export this to EPUB and call it named everything is that the Default
03:41setting, click OK, so we get nice-looking entries here in our Table of Contents on the left
03:49and clicking on them the text automatically starts to the top of the page because it is
03:53already split, it is already a separate document.
03:56I know that a great number of books that you are trying to export to EPUB exist in this
04:01kind of file format as InDesign book.
04:03I just want to bring its your attention that when you're dealing with a book you really
04:07don't have to worry about using a TOC style if you don't want to because you already get
04:12a Navigational TOC created automatically from the names of the individual InDesign files in your book.
Collapse this transcript
Using a TOC style in combination with an InDesign book
00:00When you're working with an InDesign book, like what I have open here, something that you have
00:04created from File > New > Book and a collection of separate stand-alone InDesign documents.
00:10You are also able to use the techniques that I described in previous videos for a single
00:16InDesign document as far as manipulating what happens with the nav TOC and how the document
00:23gets split up into multiple documents.
00:26Now, you already know that this document will be split up into multiple documents because
00:31it already is multiple documents.
00:33So each one of these will be an entry in the nav TOC. But what if you didn't want this text
00:38to be the text in the nav TOC?
00:41Perhaps you have named your InDesign files according to your internal naming system,
00:45you know series 5 G 2012, or something like that.
00:50You can always use the TOC style technique to force InDesign to create a nav TOC using
00:57the text that's actually in your documents rather than the name of your documents.
01:02Let me show you how that works.
01:04The first thing is that you need to edit the style source document.
01:09This one right here, the one with the icon in front of it, the style source in the Book.
01:13In an InDesign book one document is always the style source.
01:17So I'm going to double-click that and in this document, you need to actually create a TOC style.
01:23This document still has it from when I created it as a single document, if we go down to
01:28Layout > Table of Contents, you can see that it still has the EPUB Style that I created
01:35and the EPUB style simply includes the subhead text that's what I want to appear in the nav TOC.
01:41Now it's enough just to create a TOC, you actually have to save it as a style, and this
01:46has already have been saved as that style.
01:48So I will click OK, you don't actually have to place this, whether or not you place it
01:53is up to you, you just to have a have one saved with style source document and then
01:57that's the end of the story.
01:58You can go to the Book Panel menu, and choose Export Books to EPUB, you don't use the normal
02:04file export command here--you have to remember that when you're exporting a book--and we'll
02:10save this right on the Desktop, and just as we did for the single InDesign document, you
02:15need to go to TOC Style in the Setup area and choose the name of the TOC style that you saved.
02:22Everything else can remain at the default, and we will click OK, and there you go.
02:28We have the actual text from our subheads appears at the left and clicking here automatically
02:34jumps you to the top of that document because it's a book.
02:39So because the very first paragraph of each of these individual InDesign files was the
02:43subhead, it works out perfectly.
02:46This is a great solution to have more control over the text that appears the nav TOC without
02:52you having to go in there later and edit it.
02:54Now in the same way, you can force InDesign to chunk up the document at certain styles
03:01just as I described in a previous video.
03:04So, for example, if we want InDesign to split up each of these individual documents whenever
03:10there is an instance of the style so that we can force this text to also appear at the
03:15top of the page just like this text is you can do so using the paragraph style editing
03:21method that I showed you. So we can come here to Paragraph Styles.
03:25So you want InDesign to split the document whenever the Image title paragraph appears
03:30so that it appears at the top of the screen.
03:33So we're going to edit to this style by right-clicking on the style name, going down to Export Tagging
03:40and turning on Split Document, and we could do that for multiple styles as well.
03:46We don't need to do it for subhead because that already is the first style at the top
03:51of each of the separate InDesign documents.
03:54Now when we go to Export Books to EPUB we will replace the existing one. We still want
04:01to use EPUB as our TOC Style because remember this governs what the text is in the nav TOC,
04:08this does not govern how it chunks up the document.
04:12And then in the Advanced section, we can choose either in line Image if that is the only style
04:18that we want InDesign to split at.
04:21Or if there are multiple styles we want it to split at, we can use Based on Paragraph
04:26Style Export Text, which is the check box that we just turned on for image title.
04:31Let's go ahead and export this, there we go.
04:35So we still have the TOC Style that manages what the text is over here on the left, let's
04:40actually get this smaller, so we can see it.
04:43But the image title and the image it follows it, will now always appear at the top of the
04:47screen whenever the user swipes to it or pages to it.
04:52Because it actually is a separate HTML document that InDesign Split based on our command.
04:57I think you can see that when you're working with an InDesign book, you have a little bit
05:01more flexibility in regards to what happens in the nav TOC and what happens in the actual
05:07split HTML documents.
05:10If your InDesign documents are already set up as books, more power to you, and you might
05:14want to think about creating future InDesign documents as books as this one is on screen
05:20because it makes it a little bit easier, when you are trying to manage what happens when
05:24you export your files to EPUB
Collapse this transcript
Managing the sequence of content
00:00Let's work with another document for change of pace, because you know it's not just long
00:04books that get exported to EPUB, you can export any InDesign documents to EPUB.
00:09And, for example, here is one that's more brochure like, this is just a single page
00:13from a course catalog for Roux Academy of Arts, Media & Design.
00:19What I want to show you here is I wanted a page that had a lot of frames on it because
00:23it's something that you really need to think about when you are prepping your InDesign
00:28document for EPUB export. And that is what will the order be of these frames in the resulting EPUB?
00:33I said in an earlier video that when you export from InDesign to EPUB, it's kind of like exporting
00:39everything to a single word document with images and all art elements that float along with the text.
00:47But InDesign layouts are not, you know single flowable documents.
00:52Some frames might be anchored but many others are just sitting there, you have frames that
00:56are overlapping other frames, you have frames with text wrap on them like this one of my
01:01dog Zoe, pushing text out of the way.
01:04How does InDesign decide what should be exported first and what should be exported next?
01:10It's got this tiny little computer brain, don't forget.
01:13And it can't really understand what's happening on the page.
01:16As always my favorite technique is simply to just jump in, let's export this thing as
01:20is to EPUB and see what we get.
01:22So I'll go to File > Export and EPUB Roux Catalog page we're going to create a 2.01
01:32EPUB, we're going to use all of the default settings. You can turn this on or leave this
01:38off if you want, but we do want to include style definitions, so we get some styling
01:43and then just click OK. Whoa momma!
01:50This doesn't look very much like that layout, I know it's a flowable document.
01:55We're starting out with Zoe's picture, and then we have this nice dude working at his
02:00graphics table and then his quote.
02:03Even though here the quote is obviously above the dude.
02:08We have two captions, and I actually label this for us Caption 2 and Caption 1, and we
02:19come back here, and we see Caption 2 appears first and then Caption 1, even though Caption 1
02:25is here and Caption 2 there. So how did all this happen?
02:30Well, InDesign's default method for exporting content to EPUB is to use a very linear left
02:36or right top to bottom order and what it looks for are frames.
02:41So if we look at this document and here's a tip that I like to do is take a ruler guide
02:46and just sort of imagine that it's like a bulldozer shoving things over.
02:53What is the first thing it hits as I move from left to right?
02:56It's the picture of Zoe at the bottom, do you see that?
02:59And that's why Zoe appeared first. What's the next thing that it hits?
03:04It is actually, if we zoom in closer, and I want to actually remove this guy because
03:12it'll be a little easier to see.
03:16This frame right here is a smidgen more to the left than this frame up here, you could
03:21look up here at the X and Y position, so the X position for this one is 2P11.143, and this is 3P.
03:31So 1 point, 172nd of an inch, that's why this appeared first and then this.
03:37Now after this guy let's jump back here, so we found Zoe then we found this guy, then
03:42we found this, then it found this text frame. So this is at 3P0.8, and this is at 3P0.
03:49And I believe that InDesign rounds off to the nearest point.
03:54So in InDesign's little brain these things are exactly the same distance from the left.
04:00So when you have two or more objects, two or more frames, that are the same distance
04:04from the left edge of the page than it goes top to bottom.
04:08So, this got exported first, this was already exported, then this gets exported.
04:14Now this is actually the first frame of a threaded story I go to View > Extras > Show
04:21Text Threads, you can see that this is threaded throughout.
04:24So as soon as InDesign hits the first frame of a threaded story, it exports the entire story.
04:32Let's take a look at them.
04:33So it starts here, and then it exports the entire story before it exports anything else.
04:39And remember it also exports any overset text.
04:42So over here I believe we had some overset text if I click here and go to Edit > Edit
04:48in Story Editor and scroll down to the bottom you can see anything with the red line is overset text.
04:55So creating a flash game, this whole section here you can't see it in the InDesign document
05:01and layout, you wouldn't see it if we printed or export it to PDF.
05:06But overset text will always appear in the EPUB, keep that in mind if you don't want
05:12it to appear you need to delete it from the InDesign document.
05:15After it was done exporting that entire story then it continued in it's bulldozer like fashion.
05:22We should probably fit the page in the window, and I think you can see with your eyeballs
05:26you don't need my sound effects anymore, that this frame was the next thing that it hit upon.
05:32Now Caption 2 appears right above this picture because if we look at the paragraph formatting
05:39it's actually been indented far to the right.
05:42I know a lot of designers like to work with frame edges off, so if I actually did that.
05:47If I went to Extras and shows Hide Frame Edges it would be really hard to tell, right.
05:52Which frame would export first and then which one next and which one after that.
05:57Now good idea when you are prepping your InDesign document for EPUB export is to please turn
06:04your frame edges back on, so you can see what's happening.
06:08Let's go back here, and I think you can tell better that after it exported the entire story
06:13then it exported Caption 2 then Caption 1.
06:16So there's Caption 2 it hit this frame edge first, and then it hit this, and this which
06:21I believe are the exact same distance from the left, but then it goes remember top to bottom.
06:26So this one came out first, and I would guess the next thing would be the picture of this
06:30model figure, and let's look at page 2.
06:33And there it is and then the smiling face, and that's it.
06:36So if you want to manipulate this you could just move things around.
06:42This is why often you would do is save as to your InDesign for print document, because
06:47in your InDesign for EPUB document you're going to force order by--I want this to
06:52be the first thing--and then I want Zoe to actually be after the story, so I'll put it
06:59over here, and I'll fix my caption, so it's like this, and I'll change the indent to 0, and so on.
07:13Let's do the first paragraph to 0, let's try this again.
07:18Export to EPUB, we'll replace our existing one, the exact same settings, click OK, and
07:27there's our order a little better.
07:31Starts out with the quote and then our guide, then the actual story, then the picture of
07:35Zoe, then Caption 1, and the first model, and Caption 2, and then second model.
07:41So just couple nudges, and we have forced the order to what we want it to be.
07:48I'm going to take a closer look at manipulating the layout order in the next video and then
07:53also in this chapter we have another way a new way to be able to manage the order of
07:59items that get exported without having to mess around with the layout at all.
08:03But the main thing is that you understand the underlying way that InDesign thinks about
08:07the layout and how it decides what should get exported to EPUB, and when.
Collapse this transcript
Using the layout order to manage content flow
00:00Let's delve a little more deeply into working with the layout order when you are exporting
00:05an InDesign file to EPUB.
00:07I did show briefly in the previous video about how you can manipulate the position of frames
00:12on a page to force InDesign to export the content in the order that you want. And let's
00:17sort of expand on that with a longer project, sort of a single page.
00:23Here we have the History of Art sample book that we have been working with, and let's
00:29just refresh our memories about what this looks like, I am going to zoom out a bit with
00:32Command+Minus or Ctrl+Minus. So we have a cover, we have a title page, Table of Contents
00:38would normally go here but we haven't placed one yet, and then we have text that flows
00:44from page-to-page, and I can turn on View > Extras > Show Text Threads, so we can see how that works.
00:53And we have some images, are inside the text, and basically it's about it, it goes all the
00:58way to the end, we don't have an index or anything like that, but just have a little
01:02flourish at the bottom.
01:04Let's go ahead and export this to EPUB and see what we get.
01:08I will press Command+E or Ctrl+E and History-of-Art.epub is fine.
01:12I am going to accept all the defaults.
01:15So look right here under Content Order, this is what we are going to be using, and this
01:19is the default Based on Page Layout.
01:22The other two choices here for Content Order are XML Structure and Articles Panel.
01:28Now we have not applied any XML tags to this book, and in fact, I'm not even going to be
01:33covering XML Structure in this title because since Adobe added the Articles Panel, there
01:39is really not that much of a reason at all to use XML structure.
01:43So unless you're actually using an XML-based workflow then this is going to be just too
01:48much work to bother with.
01:50In the next video we are going to be talking about using the Articles Panel.
01:53But right now the Content Order is a default Based on Page Layout. And everything under
01:59Image is the default and under Advanced is my default, I don't want to Preserve Local
02:05Overrides, and then we just click OK.
02:11This doesn't look too bad, you can see that Chapter 1 is starting right here to the title
02:15page so we would have to set this up so that it starts at the top of the next page using
02:20some of the techniques we have already described, and then we go to the next page, and there
02:26is Painting in Flanders, Holland, and Germany with a picture, that's okay, but I think we
02:31are missing something.
02:32Let's jump back here to InDesign, there is the title page.
02:36What happened to this right here?
02:38Let's zoom in, and so little imprint and then the name of the publisher, that should be
02:45right after the title page but instead right from the title page and also miss this graphic
02:51and went right to here, that's kind of strange.
02:55And where is that big picture that's supposed to be right here in the first paragraph? It's not there.
03:00Just Figure 1 is there.
03:02So this is often what you do when you are working within InDesign document is that you
03:07do the export first and just sort of puzzle out what things should be here and why aren't they here.
03:14If I scroll to the very end, because obviously InDesign hit a frame that has this entire
03:19story so it's flowing the entire story first.
03:23We will probably find a whole bunch of stuff at the end of the document and indeed we did.
03:28Here is that Frederick A.
03:29Stokes Company with that little piece of artwork, and we have a footnote here, and that footnote
03:34is here because footnotes by default appear at the end of the HTML document in which they are referenced.
03:41So this footnote was at the very beginning of the document.
03:43There is not much we can do about that because this is actually part of the text flow.
03:48If I made the page smaller, you can sort of see it.
03:52So it's part of the text flow here.
03:54But these elements are appearing in a text flow because they were floating, they weren't
04:00really anchored in the main story at all and so InDesign exported the main story and then
04:05exported these things.
04:08Still, when I export this to EPUB, I am curious about this stuff because this appeared before
04:14the beginning of the main story and InDesign does go page-by-page, it doesn't jump to page
04:205 and export the story, then go back to page 3 and export these graphics. So how did that happen?
04:26Let's take another look at the file.
04:28We are going to select the frame where the story is, and we still have text threads turned out.
04:33I am going to press Command+Minus or Ctrl+Minus a bit. And it looks like this story here is
04:42threaded to this story which is empty right now, and we will bypass this, so I can sort
04:46of see why this graphic was saved to the end. This is all in the same story.
04:52But this right here is a different frame, and this is a different frame.
04:55Do you see how this frame is not threaded to anything, so what happened was InDesign
05:00in its little software brain went to this spread, and it hit this frame first, and it
05:06exported the entire story and any anchor graphics within it.
05:10Then what was done, it came back to this page and found this graphic, and this story.
05:17Actually let me zoom in here. It found this frame.
05:21Remember it goes left to right, and then it found this graphic.
05:25So if you look here back at our book, indeed it found the text first in that frame and then the graphic.
05:33So how do we fix some of these items?
05:35The secret is all in the embedding, zoom out a little bit here.
05:40We need to get these items part of the main story, essentially.
05:44So I am going to move this out, and I am going to move this out.
05:50There is a couple of ways we can do this, we can either Copy or Cut this text and paste
05:56it in here and format it or we can actually embed the entire frame here.
06:01Let's just cut and copy the text for this one.
06:03So I am going to copy that text and then in this frame I will hit Return, and I will Paste,
06:09and now we want to add some space above here, so let me go to Paragraph Styles, and we will
06:16create a new style, call it publisher and then under space above we will add some space.
06:27I have Preview turned on so we can see the effects, so let's just say, 10 picas, that looks good enough.
06:33That's fine. So we have taken care of that, and now we need to get the graphic in there as well and again
06:39the graphic would need to go in as an anchored graphic.
06:42So if I hit Return again and then press the Up Arrow key to get to this Carriage Return,
06:51I want to anchor this graphic so it flows with the text, so it appears here above the publisher name.
06:58But this paragraph is still styled with our publisher instead I'm going to change it to
07:04be one for inline images, inline-image, and we don't need to base it on publisher, we
07:12will just base it on body or basic paragraph and what we want for this one is we want the
07:18Basic Character Format. First of all, whenever you put an inline-image in, you want it to
07:24be set to Auto Leading so that it automatically makes enough room for the graphic, and we
07:30don't want any indents but you might want a Space Before or Space After. So I think
07:38I'll add 1 pica Before and 1 pica After, and that gives us a good starting point.
07:46So we are going to take this graphic.
07:49Now you can cut it with the Selection tool, switch the Type tool, and paste it in as you
07:55always could, but since CS 5.5, they have added this wonderful little box up here that is
08:01the Anchor Control.
08:02So I could just drag this box right here, and it would be anchored in the text flow
08:07but the image would remain sitting out here in the Pasteboard.
08:10Now honestly for me it makes no difference because I am going to export this think to EPUB anyway.
08:15When you export it to EPUB it's not going to be sitting out here in the Pasteboard,
08:17this is just for print or for exporting a PDF.
08:21Custom anchored objects like this, ones that are placed manually elsewhere on the page,
08:26apart from where it's actually linked to the text flow are ignored when you export to EPUB.
08:33That image will appear right in line.
08:35But to get a better idea of what this is going to look like, in the EPUB, I'm not going to
08:38make it custom inlined, I am just going to follow the tooltip instructions, hold down
08:43the Shift key as I drag it to create an inline object.
08:46So I grab this and then hold down the Shift key and put it here, and that will jump it over this way.
08:52So now that's part of the text flow, and you can see that if I hit Return, then it moves
08:58with the text flow.
09:00I should have made it centered, so let me come back here and select that paragraph again.
09:04I am going to edit this to make it centered. That looks better.
09:11Okay, and now this one is a little too much so I have to edit this guy, and reduce the
09:18Space Before, let's just see, 5p.
09:24You would do the same thing for any other images that need to be inline.
09:28You need to anchor them in the text flow.
09:30So going down, I am going to ignore this one for now, we don't really care about it, but
09:35this guy right here, this is just a regular image that has been placed on top of the text,
09:39and it's set to wrap.
09:42I really don't want to have any kind of wrapping which gets converted to a float CSS, it's
09:48an extra CSS formatting, so let's remove the text wrap, select the image, and then open
09:53up the Text Wrap Panel--you see this is why I added it to my EPUB workspace because this happens a lot.
10:01Turn off the Text Wrap, and now we need to make a little paragraph home for it, so I
10:07will hit Return and select that Carriage Return, change the style to inline-image, switch back
10:16to the Selection tool, and then hold down the Shift key and drag the Anchor Control right next to it.
10:25You do the same thing anytime that you found something that was floating like here, or
10:29here. You could anchor both of these, even if it's a group, you could anchor the group,
10:34and they'll all appear in the right place.
10:36Now I am not going to go through and do every single image but that is that general idea.
10:41So let's go ahead and export this to EPUB again, we will replace our existing one, Based
10:47on Page Layout, it's remembering all of our settings from before, so you don't always
10:51have to obsessively check every panel, it will remember what you just did.
10:56So there is our graphic, and there is our publisher.
10:58Again, we would need to fool around with styles or splitting up the document to force us to
11:03the top of the next page but at least it's in the right order, and there is our image
11:08followed by the name of the figure right below that.
11:11So the lesson here is that you can go ahead and export your InDesign files directly to
11:15EPUB, but you might need to spend a few minutes maybe even a couple hours in embedding graphics,
11:21anchoring graphics, setting space above for text that used to float its own text-frame,
11:26and so on in order to get the results that you want.
Collapse this transcript
Using the Articles panel to manage content flow
00:00Let's work with a document that is a little bit more complex than what we have been working with so far.
00:06This is the full Roux Academy of Art Media & Design course catalog.
00:10And I'll zoom out a bit and scroll through so you can see what it's made up of, we have
00:14the cover, we have a welcoming inside spread there, and then we have a list of classes
00:21along with pictures.
00:22So this is the page that we have been working with in a couple of videos.
00:25But you can see that this story down here continues as threaded into multiple frames,
00:31and then we have some stand-alone images and captions here.
00:35And it continues for another spread.
00:37And then here we have some stand-alone text frames and finally a table and then that's
00:42the end of the document.
00:44Attempting to manage the order of all of these individual objects in this document would
00:49be a daunting task were it not for a new addition to InDesign that was added in CS5.5 called
00:56the Articles panel.
00:58The Articles panel is part of my EPUB workspace, and we put together this workspace in a previous video.
01:05If you don't have this workspace you can get to the Articles panel from the Window menu,
01:09it's the very first item.
01:11The Articles panel will let us drag and drop the items that we want in the order that we
01:16want them exported.
01:18Without us having to move actual objects on the layout itself, it's pretty cool how it works.
01:25But before we do that I'm going to do my usual routine whenever I'm working with any kind
01:30of InDesign file is I just export it according to the default settings using layout order
01:35to see what we have got to work with and to get an idea of what challenges there will
01:39be and what I'm going to be using the Articles panel to try and fix.
01:44So let's just jump right in by going to export to EPUB, I'd press Command+E or Ctrl+E, and
01:51this is actually the Roux catalog. We'll save it out on the desktop.
01:56We want to use the default settings, so I am going to make a check here, that's all right.
02:01View EPUB after Exporting, that's fine and all this is fine except I wanted to actually
02:08Preserve Local Overrides, I haven't really checked the style settings so I just want
02:12to get an idea of what it looks like when I export. So I'll say OK.
02:17And there are more items in this layout than previously, so it might take a little while
02:22for it to actually get all the way out to EPUB. There is our cover, yay.
02:30And this is a little strange, we start out with a list of courses and then Welcome to Roux.
02:37All right, so this isn't quite working out, over here this looks familiar.
02:45And let's keep going, then we have this problem that we ran into before with the pictures
02:48and the captions at the end.
02:52And then these are the final objects in the last page and then the table and table came up pretty good.
02:59So that's what we're working with, let's close this up and jump back to InDesign.
03:04To use the Articles panel I'm going to detach it, so it's a little easier for you to see it in this video.
03:11And it's nice because it gives you a little bit of instructions here as you go. It says
03:15that there's nothing in here that's why it's empty, drag stories and objects here to create
03:18a new article and add content to it or we can hold on the Command or on a PC the Ctrl
03:24key and click the Add button to add all document content at once to a new or selected article.
03:31All right, so let's go the manual way first, and we'll just drag and drop.
03:35Now this cover I have already grouped, so everything is together as one item.
03:41And I'm just going to drag and drop it right on to the Articles panel just like it says.
03:46Notice that I get a nice little hand with a plus symbol when I get over the panel.
03:52This is telling me that when I release this, this is going to add it to the Articles panel.
03:56It's not actually going to move my selection in the layout.
04:00I am dragging it where there is no existing articles, so it's saying hey you want me to
04:04be an article, I am going to say okay fine. You can be the cover image.
04:08The name that you attach here, the names of the articles, these don't get exported at
04:12all, these are not part of the CSS or your HTML, so you can call it whatever you like.
04:17And notice that because this is a group it came through as a group, and when I click
04:21the reveal triangle we can see the individual items within it.
04:25So I am going to flip that back up, and now let's go on to the next spread.
04:31This time I want to make a completely new article, so I am going to click the Create
04:35New Article button, and we'll call this welcome spread.
04:42And oh, look I attached the group.
04:44So if you leave something selected, and then you create a new article, it automatically
04:48attaches it to that.
04:50And it would actually export this twice, which is a feature. Kind of one of those things
04:54that is it a feature or is it a bug? I don't know.
04:57I wish that there is a preference that you could tell InDesign to ignore selections when
05:01creating a new article, or you know if you hold down the Option or Command key when you click it.
05:05Anyway this is not that big of a deal, you can always select it here in the Articles
05:08panel and click the trashcan that will not delete it from the layout.
05:13Now I want to drag this over and the point here is the drag things over in the order
05:17that you want InDesign to export them to EPUB.
05:21So what's the first thing on this spread that I want to export?
05:24I think I'd like to export Welcome to Roux.
05:27So I am going to drag this frame over, and now I am going to put my cursor right underneath
05:32the name of the article, so you see this black horizontal line, and that will make sure that
05:37it's added to that article.
05:40Welcome to Roux, and then I'll put I think the picture of the kids here and then this,
05:49and you could make a multiple selection and drag and drop them all at the same time if you'd like.
05:53Now this here, it says let's zoom in to it, it says.
05:57It's a nice little art element that is actually text on a path.
06:00This would not look exactly like this when I export it to EPUB, it would just be the
06:04text itself with the text formatting.
06:07I don't really need it so I am going to ignore it.
06:09See that's one of the other powerful features of the Articles panel is that when we export
06:14this to EPUB, the only things that are going to be in the EPUB are what we have added to
06:18the Articles panel.
06:19So if there are some items that you just want to leave there for the print version or the
06:23PDF version, and you don't want it included in the EPUB, then just don't bring it into
06:27the Articles panel, I love that. Let's go back to fit spread in window.
06:33Now I think I'd like to bring this girl, and this text, and then we'll do the Course list,
06:45and now I'm going to click to deselect, and let's go on to the next one, next spread.
06:49I can create another article if I want, or I can continue just adding all this, we could
06:54just call it like catalog and add all these items.
06:57But one of the reasons that I like to use individual articles is because that way I have more control.
07:04If I only want to export the Welcome spread, I could deselect any other articles and then
07:09when I export to EPUB, only this spread would be exported.
07:13So when you export to EPUB in the dialog box, there is no place where you can put in a page
07:19range or a section range. The whole thing gets exported.
07:23That's unlike exporting to PDF or even exporting to HTML, where you do get a choice of which
07:28pages do you want to export.
07:30To me that's an aggravating thing about exporting to EPUB is that if I'm just testing a certain
07:35page or a certain section to see how it's going to look, I don't want to have to export
07:40the entire project over and over again, so use articles for that.
07:43In fact, you could just use articles just to test that one spread and then when you're
07:48actually ready to export the thing to EPUB, then you can just use the layout order.
07:52In other words use the Articles panel just for testing if you wanted to.
07:55Anyway, so I am going to add another article, and we'll call this main body and here I'm
08:03going to start I think with the list of courses, this story.
08:08Now the Articles panel is great, but it's not a miracle worker.
08:12As usual when you select one frame to get exported, like this frame right here, if the
08:18frame contains a story that's threaded among multiple frames, the entire story will get exported at once.
08:25There's no way that we can use the Articles panel to squeeze in a picture and a caption
08:30in the middle of the story. It would be nice but we can't.
08:34So I'm going to go ahead and export this story, I will just drag this one frame over, you
08:37just need to bring one frame, you don't need to bring them all if they're threaded.
08:41And now the entire story is going to come over.
08:43Let's make this a little a larger, I'll just twirl this up to give us some more room.
08:48Now if I wanted say this guy's picture, and this caption to appear maybe above this headline,
08:56Designing a Basic Digital Character, you know something to break up the text.
09:00Then I would need to anchor the caption and the image in the story just as you would when
09:06you're exporting through layout order.
09:10So I am going to go ahead and do that here, I am just going to select the image, and then
09:15I'll just drag the Anchor Control button here and drop it right in front of DESIGNING A
09:21BASIC DIGITAL CHARACTER.
09:24She said, all right let's zoom in here and fix that.
09:29Oh good, I did, I got it.
09:31So I am looking to see where that little Y is it's got to be before the D, right ED, perfect.
09:37As long as you're showing nonprinting characters, hidden characters then you'll see where the
09:42anchor actually is.
09:44If I turn that off under Type here Hide Hidden Characters you wouldn't see it, so always
09:49work with it on, it's a good idea.
09:52That's a picture, and now we want the caption, I'd like the caption to be right after that,
09:56so I am going to drag--oops not the frame-- and when we drag the Anchor Control, right
10:02here before the D, so we should have two Y's in a row, and I believe that they're sitting
10:08right on top of each other.
10:11Okay, once you have anchored text into the story, you won't see anything extra appear
10:16here under the Articles panel.
10:18I really wish that they would show maybe a little bullet or something that shows where
10:23items are anchored in here, but not yet.
10:26Now the Articles panel is an easier way to force the export order than its big brother
10:33which would be tagging everything with XML tags and then using the Structure panel to reorder things.
10:40I covered that in my previous videos on InDesign to EPUB for previous versions, but I'm not
10:46doing it now because I don't know anybody who really tags everything with XML just to
10:51force layout order since the Articles panel came along, it's far easier to use this.
10:55And I want you to know that it did not replace it, it's just a new feature.
11:00If you really want to use XML tagging, you can still get to the Tags panel here, and
11:06you can still view the Structure panel here, and if you had applied XML tags to everything
11:14in your document, they would all appear here, and then you can drag and drop pictures in
11:18front of captions and move things to the top of the stack and other things to the end.
11:22And the powerful feature about using XML is that every paragraph appears as an entry.
11:28And we could drag the picture of the guy and his caption in between a couple of paragraphs
11:32here without having to anchor it here, just FYI.
11:36But it is a lot of work and not really necessary I think for our purposes to use the XML.
11:44So I'm going to hide the Structure panel just wanted to mention that.
11:49And now let's add maybe this one, I'll put the caption here and then the picture of the model underneath it.
11:58Now if I thought you know what I would rather in the EPUB that we have the model picture
12:02appear first and then the caption, I could just rearrange them here by dragging and dropping.
12:08If I wanted this and its picture to be in the Welcome spread, I could just drag and drop
12:14them up there. They're not confined to the article that they originally added to, very flexible that way.
12:21One more thing I want to mention about the Articles panel is that the names for every
12:25object that you're bringing over actually are coming from the Layers panel.
12:29And the Layers panel uses the name from the Links panel, so you don't have to rename a link.
12:35If you're trying to remember what is this picture of, you could rename this to wood
12:40model if you renamed it here in the Layers panel.
12:43So I have got it selected, which means it's selected in the Layers panel.
12:48There it is right there, it ends with 730.
12:51So here I am going to do the southern double-click which is click once, then pause, then click
12:55again, and I'll call this wooden model, and then it updates over here, and it's a lot
13:02easier to track what's going to be exported where.
13:05I love that feature of the Layers panel.
13:09Now the link itself of course is its original name, so we're not going to end up with any broken links.
13:15And notice also that the Articles panel works like the Layers panel in that it's kind of a navigation aid.
13:21When you select something in the layout, if it's been added to articles, you'll see the
13:26little blue selection icon appear next to it here.
13:29Or if I double-click something in the Articles panel, like let's say this, it will jump to
13:35that item in the layout.
13:36Now that we have got that covered, let's go ahead and export this to EPUB.
13:40I want to export everything so I am going to turn on all of the articles that I have included so far.
13:45It's not going to export stuff here or on the last page because I did not add it to
13:52the Articles panel, which is fine.
13:54We'll go to File > Export to EPUB, and we'll replace our existing one.
14:02Now the most common mistake at this point is to forget to change this menu.
14:06You may have spent an hour getting the Articles panel just right and then when you Export
14:10to EPUB, none of your changes appear in the final EPUB. And you're like what happened it didn't work?
14:15It's because you probably left this at Based on Page Layout, it's happened to me so many
14:19times that I can't tell you. So make sure and choose Same as Articles Panel.
14:24It's enabled now because we actually have something in the Articles panel.
14:27We'll leave everything else as is, that looks good, click OK, and now we have, here is the
14:36cover, here is Welcome to Roux.
14:39Now I am not really that concerned about formatting at this point, I'm mainly looking at the order of the content.
14:44I talk about formatting in videos in a later chapter.
14:48But we want to make sure there is the caption and the girl and her caption and then the
14:52courses, that's exactly the order that I wanted.
14:55Now here you can see that the picture of the student and his caption is in the text flow
15:01of the main story because we anchored it there.
15:05We have a little problem with the text, but again that's something we can fix in the formatting
15:09or in the actual CSS and HTML.
15:13Now at the very end we have the wood model, and we have the caption and nothing else,
15:18because that's all that we added to the Articles panel.
15:20So I think the Articles panel is an incredibly useful addition to InDesign.
15:25And the next time that you're struggling with an InDesign layout that has lots of different
15:29image frames and text frames and other things, consider using the Articles panel to manage
15:34the content order.
Collapse this transcript
4. Modifying Text and Images for EPUB Export
Maintaining text frame spacing
00:00One of the things that takes a lot of new EPUB designers by surprise is what happens
00:05with spacing in between text frames when you export from InDesign to EPUB.
00:11I have a document open, and we're just going to take a quick peek at what happens when
00:15we exported as is to EPUB.
00:18Now if you're following along with the exercise files note that this document actually has
00:22two pages, and we're only going to export page1 to EPUB. And if you were paying attention
00:28the last chapter you know the way to do that is with the Articles panels.
00:32So I have already set that up, and we have an article for page1 and an article for page2.
00:37Make sure that only page 1 is checked, that's what we're going to export.
00:40So go to File > Export to EPUB, I'll press Command+E or Ctrl+E, History-of-Art that's
00:47fine on the desktop.
00:49Make sure that Content Order is set to same as Articles Panel, not this one, that way only
00:55page 1 will be exported.
00:57View EPUB after Exporting that's fine, that's fine and here we'll go ahead and include Local
01:03Overrides for now and click OK.
01:06So, take a look at what happened to the spacing of this text, let's jump back here to InDesign
01:11we are supposed to have a whole lot of space in between these two blurbs and here it's
01:16really been pulled up and the same thing between author of the handbook and the name of the publisher.
01:22Well, it'll help us a lot in figuring out what the problem is and how to fix it is to
01:27first of all turn on frame edges, please.
01:30I know a lot of designers hate working with frame edges showing, but when you are trying
01:35to get the formatting across from your InDesign layout to EPUB you really need to work with
01:41them on, and you'll see why in a minute.
01:43When I go to View > Extras > Show Frame Edges you can see that this was not all in one frame
01:49these are actually three separate frames and in this frame the text frame has been set,
01:55and I'm going to go to Text Frame Options to Align at the bottom.
01:58So, Text Frame Options for Vertical alignment that's ignored when you export to EPUB, so
02:04is the amount of space in between text frames.
02:07If you want to maintain this kind of spacing in your EPUB you have do a little bit of work, not too much.
02:12The first thing you want to do is get all of these separate text frames into one single
02:16text frame, because essentially that's what going to happen in the EPUB document is that
02:21all this will be in one text flow.
02:24You could just cut and paste this text into here and make this one larger but that could
02:29get really tedious. I want show you nice little tips to help you compile or concatenate all
02:34these different text frames into one larger text frame.
02:37First, make sure that the last line of every frame that you're going to combine ends with
02:42a carriage return like this guy doesn't.
02:44Not so much of a big deal, but definitely in these.
02:48Otherwise when we combine them you might find that a paragraph gets combined with the previous
02:52paragraph and then the styles get all messed up.
02:54Then the next thing you do is with the Selection tool click on the out port of the very first
02:59text frame that's that white square lower right, I know that it's empty, but go ahead
03:03and click on it, see.
03:04And we're going to thread this frame to the other frames.
03:08The fastest way is to hold down the Option or Alt key and then click right inside the
03:12frame anywhere you like.
03:13So Option-click because I'm on a Mac and then Option-click because I'm on a Mac, and because
03:18I have turn on Show Text Threads you see the blue line showing.
03:22That's all you need to do. I'm going to click to get rid of the extra text.
03:26Now that these are threaded together it's one story, and that means I can delete these
03:31two frames. I have just dragged around them and the text just get sucked into that one
03:36frame, and there you go.
03:39So this is actually what got exported when you exported to EPUB.
03:43Now what do you need to do is use the space below to space these out, and it space below
03:47specifically not space above.
03:50When you export to EPUB InDesign CS6 ignores the space above measure it doesn't convert
03:55that to a margin top measure, and I think in previous versions it did, but there is
04:00something arcane known as the box model in CSS and something about boxes collapsing
04:06if you have both a margin top and a margin bottom. It's definitely for the CSS nerds
04:11among us, but here is the gist of it don't rely on space above to do your spacing, always use space below.
04:18Here is what I would do is I would click inside this paragraph, and I want this to be space down, right.
04:23So I would go to the paragraph and go to space below, and let's try 9 pica, so I'm going
04:30to type 9p and instead of hitting Return I'm going to hold Shift+Return which is another
04:34little trick that keeps the focus in the field, watch what I mean Shift+Return applies 9 picas.
04:40But do you see how it still highlighted up here?
04:44So I could type in 10 picas without having to click in this field again, that's why keeping
04:48the focus is so useful.
04:49So if I thought you know what that's a little too much that should be 8 picas, I don't have
04:53to move my cursor at all I can just use the keyboard 8p and then press Shift+Return instead
04:58of Return or Shift+Enter, well that's looks good.
05:01All right, and let's do the same thing to this one right here, so I'll come up here,
05:05and I'll actually of course we don't want space above right, we want to select this
05:10paragraph and do space below. So here it would say maybe 6p Shift+Return.
05:16I think a little bit more, let's try 8p.
05:19Well, that's good enough, and now we'll export this to EPUB, and it's still going to only
05:25export page 1, because we're going to do it according to Articles Panel.
05:28I'll click Save we can go ahead and override the existing one, this time make sure to go
05:33to the Advance panel and make sure that Preserve Local Overrides is turned on, because we didn't
05:38create styles for these, right.
05:40So if you have this turned off it's going to ignore our local overrides of space below.
05:46And click OK, that's a little better you see how it's getting pushed down.
05:50And let's go to small so we can see it little better.
05:52Now it's spaced out.
05:54Essentially that's what you're going to have to do in your document.
05:56Now the correct way to do this, and you'll see as I talk in an upcoming video in this
06:00chapter is you should never use local override, you should always use styles.
06:04So I have already done that to page2 here.
06:07Now this is one frame and each one of these is a style, if I open up the Paragraph Styles
06:12panel you can see that I have given them little names and they all have to do with the title
06:15up here and these are all additional title, so title, subtitle, and so on.
06:19And all I did when I did this was after I applied the local formatting, because these
06:24are all body+ I just hold down the Option or Alt key here and gave it a name, you know
06:30like author name and so on.
06:33So now it's a paragraph style, and when I export to EPUB I can choose not to preserve
06:40local overrides which will make my life a lot easier when I'm editing the CSS and HTML files later.
06:46But that means that there is nothing wrong with using a local overrides to get the spacing
06:49right as you're experimenting and don't forget to use the Articles Panel to help you just
06:53work with one page at a time, but after you have it set convert these into actual styles
06:59and save that in your final InDesign file.
Collapse this transcript
Cleaning up text with Find/Change and the FindChangeByList script
00:00Now depending on the state of your InDesign layout, you may have a lot of clean up to
00:05do or maybe just very little.
00:06There are two kinds of cleanups that I want to address in this video, and I will show
00:10you how to clean them up manually and also automate some of your work with a free script
00:15that gets included with InDesign.
00:17So the first thing that we want to clean up are runs of returns and spaces and tabs.
00:22These are normally completely ignored by a web browser, which as you know most EPUB readers
00:27are essentially reading a website inside your EPUB. And that's why it's a good idea to always
00:31work with hidden characters showing as I have here, so under Type, hidden characters are showing.
00:36We have some paragraphs separated by double returns, this one by triple return, and then
00:41this gets a whole bunch of tabs and then this is a bunch of spaces.
00:45So you don't need to do anything with this document, I am just showing you what's going
00:48to happen when you export this to EPUB, which I will go ahead and do right now.
00:51I will just press Command+E or Ctrl+E, we are going to export it out to the Desktop,
00:56you don't even need to save your documents before you export them to EPUB, I love that.
01:00We will use all of the default settings.
01:04Now we can turn that on, it makes some difference really. Click OK.
01:08So here is the result. This is kind of interesting.
01:10I believe this is slightly different than previous versions of InDesign.
01:14The empty carriage returns are maintained, that is I believe different.
01:18What is ignored are runs of tabs and runs of spaces.
01:22A run of tabs is converted to one space. And a run of spaces is converted to one space.
01:28That's normally what happens with a web browsers.
01:30Now I investigated this and found that in InDesign CS6 when you have an empty Carriage
01:35Return, it's converted to a non-breaking space, and I think we are familiar with non-breaking
01:40space characters in InDesign.
01:41And non-breaking spaces are maintained and honored by EPUB readers and browsers, so something to keep in mind.
01:49But personally I think it's the wrong way to go.
01:51You would never want to space things out vertically with a bunch of empty carriage returns.
01:55You want to get rid of those and instead use styles with space below to find in them.
02:00Remember I said space below, because above is ignored when you export to CSS in InDesign CS6.
02:05So let's close this up and take a look at an actual document, and there is that text
02:12that I copied and pasted.
02:13So in this document, let's zoom in, this is just four pages from that longer book.
02:17We have a couple of instances of some problems with spacing and runs, and the first thing
02:22we need to do is turn on Show Hidden Characters because I can see there is too many spaces
02:28here, and over here we have some instances of carriage returns and tab runs.
02:35And so I would recommend the first thing you do is clean up your document of all these
02:39kind of things and other things like double hyphens instead of em dashes and so on.
02:43You can do this manually with Find/Change.
02:46So you can go to Edit, choose Find/Change, and you can search for a Period followed by
02:54two Spaces and replace it with a Period followed by one Space, and you want to search the document,
03:00Find, it found that one, Change and so on. You can do it that way, and you do the same
03:06thing if you want to search for two returns in a row and replace with one return.
03:10You come here to the Find what field and from the flyout menu just choose End of Paragraph
03:15so it will put in the correct code for you.
03:17You want to find two of those, and then you want to replace it with them deleting our
03:21previous Change to replace it with one.
03:24Don't ever make the mistake of replacing with none because you end up with no paragraphs. You
03:28can always undo though.
03:30And InDesign has some built-in Find/Changes that can help you with this.
03:33If you look under the Query menu, where these are saved find changes, they already have
03:38some of these filled in like, for example, dash-dash to Em-dash. That would fix our problem
03:43on Page 3, and you can move around in your document while the Find/Change dialog box
03:48is open and everybody realizes that.
03:50I am holding down the Option or Alt key to pan my page around so I can see it next to Find/Change.
03:56So this Find/Change would fix this instance here and throughout our document, which could
04:00save a ton of time if we have a 240-page document.
04:03There is also this one here that's useful Dash to En-dash, Multiple Return to Single
04:09Return, all of these underneath the separator bar are GREP Find/Changes which are much more
04:14efficient than Text Find/Changes.
04:15So if we choose Multiple Return to Single Return, it's using this weird kind of Grep
04:20code, but this would find every instance of not just two in a row but also three in a
04:24row or five in a row all in one shot without having to repeat the Find/Change.
04:28I am not actually going to run this right now because I am going to show you an even
04:31faster way in a minute, but I want to bring up the fact that we have a few other kinds
04:36of problems here, other than runs of white space that you want to get rid of. And then
04:40our characters that may have made sense for your Print or PDF publication but don't make
04:45sense for a flowable EPUB. Let me zoom in to this paragraph a bit.
04:50For example, we have this interesting little character here.
04:54This is a non-breaking space, and if this document is being read on an iPhone, for example,
05:00and the user increases the size of the type, this could really mess up the line breaks.
05:05You want to keep your document as flowable as possible, readers understand that sometimes
05:11names that are usually not broken at the end of the line are not hyphenated, sometimes
05:15need to be hyphenated because of the nature of EPUBs.
05:18So we have it happening here, and then we also have it happening between every one of these words.
05:24Another example of a character you might want to get rid of are line breaks also known as soft returns.
05:29So we have apparently the person did not want the word compartments hyphenated, so they
05:34inserted a line break right before the word to force it to the next line, which you can get away with.
05:39If you are printing or exporting to PDF but this might make very little sense in EPUB.
05:44Some of these characters might even cause the EPUB to fail the validation check.
05:49It's a good idea then to get rid of these characters as well.
05:52Now let me show you that automated way that I mentioned of cleaning up your text.
05:57InDesign comes with a free script called FindChangeByList, that will automatically go through the active
06:03story or the entire document and do multiple kinds of Find/Changes in one swoop.
06:09It'll find multiple returns and replace with a single return, find multiple spaces in a
06:13row and replace with a single space, all with one double-click of the script, and this wonderful
06:17little gem is called FindChangeByList.
06:20Find/Change By List is inside your Scripts Panel, which if you created your EPUB workspace
06:25should be in here at some place, otherwise go to the Window menu, down to Utilities and
06:30choose Scripts, and I am going to detach it from here.
06:34Close this up a bit to show you that in the Samples folder in Applications, if you open
06:39up JavaScript folder, which both Windows and Mac users, you'll see FindChangeByList.jsx
06:47that means JavaScript.
06:48FindChangeByList is a script that reads the instructions in this text file and the beauty
06:54of FindChangeByList is that you can understand what this text file is all about, and you
06:58can edit it, and you can customize it to the things that you needed to find/change.
07:01So the fastest way to open up this text file is to right-click and choose Reveal in Finder,
07:06or it will say Reveal in Windows Explorer, and then double-click it to open it up in
07:11your default text editor--and this is actually unchanged from CS4 which I find interesting.
07:19All this stuff in the beginning with two slashes are comments so they are not actually run
07:23by the script and essentially these are instructions for you saying this is how this thing works.
07:27And it's telling you that these instructions here, the ones that are not commented out
07:32are what FindChangeByList does. So it does all of these different Find/Changes.
07:37It does these grep Find/Changes, and then it does these text Find/Changes, and the first
07:42grep Find/Change that it does is it finds this and changes it to this and then these
07:47are the options that have been set, so it will include footnotes it will include master pages and so on.
07:53Then we have a little cheat sheet at the end that says, what do these codes mean?
07:56It finds all double spaces and replaces them with a single space and so on.
08:00So each one of these is a separate Find/Change, the next one is it finds all returns followed
08:05by a space and replaces them with single returns.
08:08All the way down to here, finds all space-dash-space, replace with an en-dash. Find all dash-dash
08:14and replace with an en-dash.
08:15So you could just, back here in InDesign, double-click FindChangeByList and all of those Find/Changes,
08:21whether they are ton of them will be run at once on the document, I love that, but we
08:26are going to go even better.
08:28In your exercise files, I have an edited version of this for you that says put in your EPUB
08:37scripts folder, so I had a video earlier in this title that shows how to install scripts,
08:41and I recommended that you add a folder called EPUB scripts in your User folder for scripts.
08:47And what I have for you is a FindChangeByList for EPUB along with that text file that it
08:53needs to go along with this.
08:54And I have already installed that in my copy of InDesign.
08:58So here in InDesign, let's collapse application and put them in User, there is our EPUB folder,
09:06there is FindChangeByList-EPUB. So what did I do, how did I edit this?
09:10I am going to double-click it, I will just right-click it, Revealing the Finder and then
09:14double-click it, so there are my notes up here, let's close that earlier one.
09:21All I did was down here I added a few.
09:23This is what you can do too, you just filed the instructions and type them in yourself.
09:26It's going to find all soft returns and replaced with nothing, so it closes up the space, it
09:31finds on non-breaking spaces and replaces with a regular space and then if finds all
09:36non-breaking spaces that are fixed with different kind of non-breaking space and changes that
09:41to a regular space. That's all.
09:44If you want to edit that, and you want to put it in a different location, if you edit
09:48the one that comes with InDesign, you don't have to do anything, you don't have to install
09:52this, so you could just file those instructions and edit the one that is up here in the Application folder.
09:58But if you want to use mine, that's called FindChangeList-EPUB then you have to use this
10:02version of the script which has a slightly different name and looks for this specific Find/Change list.
10:07Anyway, let's go ahead and run that.
10:09I will double-click and what's you know the Document or the Selected Story we'll say the Document.
10:15Boom. Love that, look at that. How fast is that?
10:21So it got really of our non-breaking spaces, it converted the dash-dash to an en-dash,
10:25got rid of the runs of returns and so on throughout the entire document.
10:29Before you export to EPUB and run into headaches with non-breaking spaces and runs of returns
10:35and so on, make sure you clean it up in InDesign first before you export, and you can do it
10:40manually with Find/Change or use this nifty little script.
Collapse this transcript
Converting local formatting to styles
00:00Now let's talk about styling text.
00:03I can tell you that probably one of the most frustrating aspects of exporting from InDesign
00:09to EPUB is managing the formatting of your text.
00:13Now, we're going to start with formatting 101 in this video.
00:17But in upcoming videos, you'll see that I'll be coming back to talking about working with
00:21styles and formatting and workarounds.
00:24The thing is that InDesign is meant for print and PDF.
00:28And the engineers are struggling and working as hard as they can in getting it to comply with CSS as well.
00:34But sometimes what works for print and what works for InDesign doesn't work for CSS. What is CSS?
00:41That is a Cascading Style Sheet.
00:42That is formatting 101 as that all of your formatting that you have applied to
00:48text, whether it's local formatting or via styles and paragraph styles and character
00:53styles, can be converted to styling information for the EPUB.
00:57And since EPUBs are websites, websites are formatted with cascading style sheet.
01:03It's like a stylesheet document to which the actual document, the document that contains
01:08this text links to.
01:10And the CSS, when it sees this here, and I will say oh. Subhead.
01:16And then it will look inside the subhead style and say okay, well, it's Caslon Pro bold 14
01:23and 15, and it will try to convert that into what are called CSS attributes for a paragraph
01:30class named subhead.
01:32You'll be getting very familiar with this from now on.
01:35And anything that you can learn about CSS will help you tremendously.
01:39There are a number of CSS courses here at lynda.com and wealth of free and low cost
01:45CSS resources on the Internet. But let's go back to the basics.
01:50First, this story, and this is just a very short like four page story, has been formatted
01:55with a combination of actual styles and local overrides.
01:59So, for example, if I click inside this paragraph, this is body-plain, and there are no character
02:05styles applied here.
02:07If I quadruple-click to select the entire paragraph, suddenly this says Mixed because
02:13apparently there is a character style being applied here some place.
02:16If we looked at paragraph styles, it says body-plain with a plus-mixed override.
02:21So, an override is when after applying a paragraph style or a character style, you select some
02:26of the text or you select the paragraph, and you apply more formatting yourself from up
02:32here in the Control Panel, or from the Character or Paragraph Control Panels or from the Control Panel Menu.
02:39In this second body paragraph, what I did was create some italic text in both flavors,
02:44one, as is with a Character Style.
02:47So, if I come here to Character Style, you can see that italic is highlighted.
02:51I made a Character Style called italic and applied it to this, and it says character style override.
02:56I am going to double-click on Italics, you can see it is simply Italics, that's all.
03:01There is nothing else specified here. It is just italic.
03:05This text over here though has no Character Style applied, it is a manually overridden
03:09italic, like I just double-click the word and press Command+Shift+I or Ctrl+Shift+I. I'm going to undo.
03:15Couple other things of note in this document is that we have a Paragraph Style that has a dropcap.
03:21And if I select the dropcap, you can see that it's actually using the dropcap, but it's
03:25coming from the Paragraph Style.
03:26I didn't actually select the B and click dropcap.
03:29This is the normal way that dropcaps are done.
03:32Body First has been specified with a dropcap, and it uses the character style called dropcap.
03:39This paragraph also has space above, and so does the subhead, so if I double-click subhead
03:45and go to Indents and Spacing, Space Before: 1 pica.
03:50And while we're here, let's go ahead and make a word bold too.
03:52So, I'll say except and here you go. Now, let's export this to EPUB.
03:57Go to File > Export and choose EPUB or press Command or Ctrl+E, the keyboard shortcut,
04:04and save it out to the desktop. Let's take a look at the settings.
04:07We want EPUB 2.0.1, View the EPUB after exporting, Image is fine, there are no images in this file.
04:14Under Advanced I want you to make sure that Include Style Definitions is turned on, and
04:20Preserve Local Overrides.
04:21So, that's going to actually maintain the locally overridden formatting that we just applied.
04:27Don't turn on Embeddable Fonts yet and then click OK.
04:30And there it is, it opens almost immediately, it's a little file.
04:33So, we have the large type of that first subhead, we have the character style, application of
04:38italic, and we have the manually overridden application of italic as well as the bold.
04:43Let me reduce the type size a little bit, so you can see a little issue.
04:47Both of these paragraphs had space above, space before, specified for it.
04:51And remember, InDesign CS6 ignores space before.
04:54I talked about that in previous video because it's trying to avoid any complications having
04:58to do with what CSS does with the box model.
05:02But don't be surprised if you lose your space above or space befores.
05:05You have to actually switch around your style so that the paragraph above it has space below.
05:10Space below is maintained in the CSS.
05:12Now, the problem is that we normally do not want to use manually overridden formatting,
05:18even though it's maintained for the most part in EPUB. Now, why is that?
05:23Because let's take a look at the innards of this EPUB.
05:25I am going to switch over to the Finder, and here on my desktop is the EPUB that we just exported.
05:32We're going to take a peek inside this by dragging and dropping it onto one of the programs
05:37that I use to edit EPUBs called TextWrangler.
05:40One of my favorite features of TextWrangler is that it can look inside an EPUB without
05:44you having to unzip it first. TextWrangler is only for Mac.
05:48If you're using a PC, then you might want to use something like Notepad+Plus or any
05:53other kind of program that can open up what's called an archive.
05:56That's what EPUB is it's an archive.
05:58So, here are the two folders at the top, and we're going to look at the actual HTML.
06:03Let me make this a little larger.
06:06The problem when you use locally formatted text manual overrides is that InDesign needs
06:11to make up what are called span classes, character style override 3, there's a character style
06:16override 2, and it surrounds this text, so manual override italic, that's what looks
06:23like italic in the EPUB. It's surrounded by these CSS tags.
06:28Every time that you apply locally formatted text, it creates another class.
06:33You can think of a class as a character style in CSS ease, and this makes it very difficult to edit.
06:39If you look at the CSS file, and go down past the nice and neat ones for the paragraph style
06:46names, we come to a list of all the overrides. This was just in a four-page document.
06:52You can imagine this can go on and on and on forever, and if you're trying to do like
06:55a book-wide Find/Change, you often have to search for these character style overrides.
07:00So, that's why most people who are designing EPUBs from InDesign, the first thing they
07:05do is get rid of all local overrides by actually using Styles.
07:10You can do that manually.
07:11You can come over find, anytime that there is a Plus symbol, and figure out what it is
07:15that's causing the plus to appear, and swipe over it and then create a character style
07:21if necessary and apply it. But you can also simply use Find/Change.
07:25So, if I go to Find/Change from the Edit Menu, I don't care about the text itself, I'm just
07:30looking for the formatting.
07:31I would search for any kind of italic formatting.
07:36I would make sure that it has the Character Style called italic applied to it, and we'll
07:45say Change All, found 3 hits. Now, we don't have one for bold.
07:51So, let's make one.
07:53I'm going to double-click in this word and then Option or Alt-click here to open up the
07:57new Character Style dialog box.
07:59We'll just call this bold, and it's just using semi-bold, that's fine, and then we'll apply bold.
08:05Now, let's export this to EPUB again.
08:08But this time, we're going to turn off Local Overrides.
08:13So, we don't want to preserve Local Overrides. We're going to make ourselves a cleaner file.
08:19But we're going to maintain the formatting.
08:22So, if we haven't had turned these into styles, this formatting would be lost.
08:26This text would be Roman instead of italic, and we wouldn't see the bold here.
08:30And if we take a peek at this in TextWrangler, it is much cleaner. Look down here.
08:37Now, it just says, this is italic, and this is italic, and this is bold.
08:41You don't have the big long list of Character Style Overrides.
08:44Now, you can imagine depending on the state of your file, this could be a lot of work,
08:49finding all instances of local formatting and changing them to actual styles.
08:55Not to worry, in the next video, I'm going to show you how to use a free script to help
08:59you automate this work.
Collapse this transcript
Using free scripts to automate text formatting
00:00I'm a big fan of using free InDesign scripts or even ones that I have paid for to help automate
00:05a lot of tedious tasks. And definitely one of the most tedious tasks in InDesign is prepping
00:10an InDesign file for EPUB Export.
00:13Big part of that is finding a locally formatted text and creating a character style and applying
00:18that so that we can choose the option when we export to EPUB not to honor local formats.
00:24And the reason for that I explained in the previous video, because it makes for much
00:27cleaner markup if you only use character styles and paragraph styles and not local formats.
00:33Now this sample document that I have open has a ton of locally formatted text.
00:38So, for example, if I click right here in this italic text there's no character style called italic.
00:44In Paragraph Styles you'll see the plus symbol appear, and if I hover over it you'll see
00:49that it says override it's italic.
00:51And same is true for this bold italic, the same is true for this small caps hover over this, small caps.
00:59Now wouldn't it be nice if there was a way that we could quickly get InDesign to put
01:03like a glowing amber light behind every instance of formatted text, so you don't have to keep
01:07clicking in text and checking over here.
01:10Well, not yet, but there is something that comes close, and that is a free script by
01:14the good people at in-tool.com, and it's called show local formatting.
01:20Now this is an interesting kind of script, you actually need to install it and then restart
01:24InDesign, so we're going to just going to ahead and do that.
01:27So I'm going to close this document, we'll come back to it, go to your Scripts panel
01:32it should be part of your EPUB workspace.
01:34And if it's not there go to the Window menu down to Utilities and choose Scripts.
01:40We need to open up the Scripts panel, because we are going to use it to navigate to where
01:44we're going to put the script from in-tools.
01:47It finds where it says application in your Scripts panel and then right-click and choose
01:52Reveal in Finder or Reveal in Explorer.
01:55Now the Application scripts folder is actually in the program folder, and this is the Script panel.
02:01We want to put this script that I'm including into startup scripts, which I have already
02:05done, it's called ShowTextOverwrrides.jsx, so just copy and paste or if you download
02:10it from in-tool website, put it here and then restart InDesign, so I'm going to quit and then restart.
02:20We needed to restart because this script adds a menu item, and if you look under the Type
02:24menu, we will see, ah-ha! Show Text Overrides, right.
02:28So now you can open up a document and choose this command, and you get this nonprinting
02:33highlighting over anything that is a text override.
02:36So it's kind of like show hidden characters and hide hidden characters, it's really great
02:41to be able to quickly track down where is the overset text.
02:44Now you maybe wondering hey what about this text down here, isn't this overridden?
02:47But actually it's not, because if we go to the Paragraph Style panel there's no plus
02:52symbol, this is actually a nested style inside the body list paragraph style.
02:57If you look in the Character Styles panel, you'll see that it uses bold leading as part
03:01of the paragraph style.
03:02So there is absolutely no problem with using nested styles, GREP styles, nested line styles
03:08because those all require the use of a character style and all that is supported when you export
03:13to EPUB those will all be marked up properly.
03:16Now let's hide our text overrides, and we're going to use another script to quickly create
03:22the character styles and apply them where necessary.
03:25This script, I also include in the exercise files in this folder, and you want to copy
03:29and paste them into the good old EPUB folder.
03:32There are actually three scripts that I have added here.
03:35The first one is called preptext.jsx, and that PrepText is by this wonderful guy name
03:40Jongware--that's his screen name of course-- he hangs out a lot on the indesignsecrets.com
03:45forums, that's the log that I co-host.
03:47And he wrote this a couple years ago in response to somebody who said, I have all this locally
03:52formatted text, and I need it to automatically be character styles.
03:57But the problem with running PrepText by itself is that, well actually let's just do that.
04:02I'm going to go ahead and double-click on PrepText, and it's prepping the text, and now it's done.
04:07So did it do anything new?
04:08Well, let's see, let's go to the Type menu and choose Show Text Overrides.
04:13Nothing there buddy, let's Hide Text Overrides and see what it'd do, I'm going to click here,
04:18go to the Character Styles and look it added the correct character styles, and it applied it as necessary.
04:24So there it is it's actually bold italic this is just I think a screen redraw problem there you go.
04:31But what is the problem with running PrepText by itself?
04:35You'll see let's export this to EPUB, I'll just press Command+E or Ctrl+E, put it right
04:39on the desktop and just make sure that you're using EPUB2 view EPUB after exporting and
04:44in advanced you don't want to include local overrides, of course it's a whole point of
04:48this nor Embeddable Fonts for now just Include Style Definitions.
04:53Looks good, all the formatting is maintained, but let's open this up in TextWrangler we
04:58take a peek at some of the markup, so I'm just dragging and dropping this over to the
05:03TextWrangler which opens up archives let's just peek inside and here is our file.
05:08So what happened here is that we have a paragraph style called subhead and subhead automatically
05:13makes the paragraph bold.
05:15But Jongware's PrepText script is actually meant for when you first bring in a Word document,
05:20for example, and it's all full of local overrides, but you haven't applied paragraph styles yet.
05:25So if this text is already have paragraph styles applied to it and what it's done is
05:29it's done a double hit, so this paragraph style subhead for Flemish Painting, it said
05:33oh that's bold, so let me apply the character style called bold to it as well, and that
05:38happens throughout here.
05:39If you looking you're InDesign document this was perfectly fine as the paragraph style,
05:44it does not need a character style bold, you may say oh let's hit plus symbol that's only
05:49because they made the type larger I am going to click the Clear overrides button to get
05:52rid of overrides here.
05:53Here we go just Option-click or Alt-click here there.
05:58So, there is subhead, we don't need bold.
06:01If I change it to none it would look exactly the same.
06:04So that makes it little difficult to work with, because these are superfluous tags,
06:11so let's close this.
06:12I presented this problem to a friend of mine Peter Kahler who is a wonderful InDesign scripter,
06:18and he didn't an add on for all of us that works with Jongware's PrepText and what it does
06:24is that it avoids the double hits.
06:25I want to revert this file, and now we are as we started with the local overrides are still here.
06:33In the Scripts panel there are two versions of what Peter wrote for us PerfectPrepText_Ask
06:39and PerfectPrepText_Do.
06:42If we double-click the do one it automatically does what Jonware's script does, it actually
06:49needs PrepText at the same level, so if you have it installed it won't run, and it'll give you an alert.
06:55And it applied and created the character styles as before, but it did not apply the character
07:00style to text that doesn't need it, so we don't get that double hit.
07:04So PrepText do, we'll just go ahead and do all that.
07:07Let's revert this and let me show you PrepText ask.
07:13What Peter did was he wrote this little script that actually tears apart the document, it
07:18removes all the paragraph styles that what he calls neutralise, with an S in a European
07:24fashion, and then you can run PrepText yourself or any other kind of script that will automatically
07:31find local formatting and create and apply character styles, then you would come back
07:35your run perfect PrepText ask again and say now restore the text styles, that's kind of scary.
07:40Now, I said you know can you just write me one that does both of these automatically
07:45that does the first thing, neutralizes the styles then runs PrepText, then restores the
07:50styles, and that what perfect PrepText does.
07:52Anyway there are few scripts that took a lot longer to explain than to actually run.
07:57But I know you can see how useful these scripts can be and helping you apply the right kind
08:02of text formatting to your InDesign files.
Collapse this transcript
Mapping paragraph styles to CSS tags
00:00I want to talk about a very cool feature that InDesign CS6 has, it actually was added I believe in 5.5.
00:07It's a little advanced for this title, but I think that those of you who have been creating
00:12EPUBs already from InDesign or who know a bit about HTML or CSS or perhaps you're blessed
00:18with a coworker who knows a lot about HTML and CSS.
00:22I think you'll be very interested in this feature.
00:24It's called mapping styles to CSS text.
00:27Let's see what the problem is and why you would use that feature to help solve the problem.
00:32We have here very simple one-page document or we don't have any local formatting, and
00:36we have a few different paragraph styles and character styles, okay.
00:41Let's just go-ahead and export this to EPUB. I'll press Command or Ctrl +E.
00:45We'll going to export it right to the desktop.
00:47I already have a file there that we're going to replace that's perfectly fine.
00:50We will leave everything at the default except here we don't need a local overrides or embeddable fonts.
00:56So just CSS, Include Style Definitions, okay.
01:00And it opens up then there is our EPUB, and that looks basically okay.
01:03We have all the formatting that we had before. But let's take a look inside, shall we?
01:09I'm going to drag this and drop it right on top of our friend TextWrangler.
01:13So, we can peak at the files inside here.
01:17The markup that InDesign applies automatically works okay. It does work.
01:24You saw how it worked in the EPUB. And this would validate.
01:27This is a perfectly valid file that you could upload.
01:29But if you ever need to crack it open and start editing things like to add space above
01:34or to do a fine change across all the different chapters in a book to remove tags or add tags
01:41or you know do anything to CSS or HTML, then you'll find what the problem is.
01:45And the problem is we have a lot of markup that's not necessary.
01:48Do you see how every paragraph is preceded by not just the <p element tag meaning, this
01:54is a paragraph, but also a class.
01:57Your paragraph styles become CSS styles called a class.
02:02The thing is that a class in web design is something more like a character style.
02:07Usually, in the CSS file, the designer says okay, anything that's called a P, a paragraph
02:14would be defined as, and then they would have some sort of listing here.
02:17This here I call InDesign automatically makes a default style for tables, a default style
02:22for margin, and so on or like here, here it's P right here.
02:26These are just a bunch of elements one after the other.
02:28It's called a reset code, sort of resets any defaults in the EPUB device.
02:32And I'll be talking about that one later.
02:34But essentially, each of these are HTML elements.
02:38And it's saying that whenever there's a paragraph tag make sure that the margin and padding
02:42and border-width are all 0, because apparently there are some devices that add a margin or padding or zero.
02:48Well, most people who do websites would have a separate listing for the paragraph tag,
02:52and I would say in my document all paragraph tags have this level of first-line indent,
02:57this size, this color, and so on.
02:59But InDesign doesn't do that, instead it copies what's in the definition for the paragraph
03:05styles and makes a class for that paragraph.
03:08So, we have one for basic paragraph, we have one for body, we have one for subhead, we
03:14have one for body plane. This is called classitis.
03:17I guess the closest equivalent to what an InDesign user would be familiar with would
03:21be is if you applied a paragraph style to a paragraph, and then you made a character
03:26style that had the same settings for font and size and so on, and applied the character
03:31style to the entire paragraph on top of the paragraph style.
03:34You know it's not really necessary, and that makes things more cumbersome.
03:38Ideally, we would have a definition for paragraph in the CSS.
03:42So that anything that's just a regular paragraph doesn't need any of these classes.
03:46When you do apply classes, it would be to something like this, when there is a bit of
03:50text inside of a paragraph that's different from the rest.
03:53So, you see this is like a proper application of a class.
03:56It's more like a character style.
03:58Now, let's say that you do have a CSS file where you have defined your default settings
04:03for paragraphs, your default settings for lists, for other kinds of things.
04:08And you want InDesign to map your paragraph styles to those settings.
04:13That's what you can do in InDesign CS6. So, let's take a look.
04:18We'll just map one of these styles.
04:20Let's say that this pull quote, I'll say that we have a style in our external CSS that defines
04:26a setting for whenever we have a Pull Quote except it calls it a Block Quote.
04:29So, what we want to do is we want to force InDesign when it exports this file to EPUB
04:34to tag this paragraph and any other paragraph style with Pull Quote with the tag called Block Quote.
04:41To do that, you edit the Pull Quote style option.
04:44So, I'll just come over here, right-click and choose Edit "pull quote", and then you
04:47go all the way down to Export Tagging.
04:49You'll see the default, the Automatic for EPUB and HTML exports is that it's going to
04:55convert the Pull Quote to the Tag P with the class Pull Quote and here is the definition for pull quote.
05:01And it goes on and on and on.
05:02There is a lot of information that puts here that's really not necessary.
05:05What you can do is overwrite this.
05:07Just go to the Tag Field and choose one of these Styles.
05:11So, you may be thinking, but you know I don't want it to be a header.
05:14These are heading levels.
05:16I don't want it to be plain paragraph, and so how about all the other elements that are available to me?
05:21Well, what you can do and what a lot people don't realize is that, this is completely editable.
05:25So, you can put in one element, and we want it to be block quote.
05:29Now, if you happened to have defined a class for this particular kind of style, you could
05:34say blockquote blue or blockquote yellow or however you did it, but if we can just leave
05:39it here as block quote, once you actually overwrite the Automatic then all of the details get removed.
05:45This means that when you export it in the HTML file, the paragraph will be surrounded
05:49by the blockquote tags.
05:51But in the CSS file we won't have any attributes defined for block quote.
05:54So, this feature is designed to work in tandem with a custom external CSS file.
06:00Let's see what happens if we don't have one of those guys.
06:02I just went ahead and mapped the style to the CSS tag blockquote, click Ok.
06:07Let's Export this to EPUB, same name is fine, same settings, click Ok.
06:14And now we don't see the blue, italic and indented, because it has been mapped to a
06:18style for which we don't have a definition yet. This was the text right here.
06:22It was an immense work, so it just looks like the rest the text.
06:24In other words, it's the default formatting for text.
06:27And now, I have included in the exercise files, a CSS file right here.
06:37And let's open this one in TextWrangler.
06:40So, it has a lot of the information from the default InDesign file whatever InDesign exports.
06:47But I also cleaned up some of the formatting for paragraph tags.
06:51I changed the color for subheads, and I added space above, margin top.
06:57And then here, I added a definition for a block quote.
07:00What we're going to do when we export this to EPUB is tell InDesign to use this style
07:04sheet not the one that it usually creates on its own.
07:08So, I'll go back to InDesign, we still have this map to blockquote, go to Export to EPUB,
07:14we'll save over the existing one and then the Advanced section.
07:17You want to turn off Includes Style Definitions, and add your external style sheet.
07:23So, I'll go ahead and click Add and locate the external style this one right here, ourbasic I called it.
07:31And let's export that one to see what it looks like.
07:33So, the text that was tagged with blockquote is now taking on the attributes as defined
07:38in our stylesheet, in our CSS file.
07:41The subheads have regained their space above and they are in different color.
07:45The idea is that you might be publishing a series of textbooks or regular books or whatever,
07:50and you're going to be using the same CSS and every one of those EPUBs.
07:54Why not tweak the CSS to get it looking exactly how you'd like.
07:57And then use that CSS for every one of your exports from InDesign.
08:01You will probably need to map your paragraph styles to those CSS tags that you and your
08:07developer have created.
08:09But doing so means a lot less work down the line after you export this to EPUB.
08:13It's a great new feature.
Collapse this transcript
Preparing tables for optimal conversion
00:00The good news is that with InDesign CS6 you get much more information in your tables when
00:06you export to EPUB than you ever did before.
00:08I have here a document with two versions of the same table, except one has little bit more
00:14formatting than the other. And also, this one on page one has been formatted manually, so
00:20this is all basic paragraph overrides, it is using the Table setting. Let me select
00:26the Table, and we zoom in a bit to make a little easier to select.
00:29I will just right-click and choose Select > Table, and if we look up here under Table
00:37Options, it has Alternating Fills, but it has not been saved as a Table Style, there
00:44is no cell styles. Let's actually open that up, if you go to the Window menu and go down
00:49to Type & Tables, choose Table, you get a grouped panel that has Table settings that
00:55you normally just use right up here in the Control Panel when you have something in the
00:59table selected but also a Table Styles and Cell Styles. And if you work with a lot of
01:02tables in your documents, you probably want to add them to your EPUB workspace.
01:07I talked about creating a custom workspace for working with EPUBs in a previous video.
01:11I don't, so they are not part of my workspace.
01:14However, in this table here on page 2, it is using a table style called my table and
01:22inside the cells, if I click inside for some data, and then I click Paragraph Style, you
01:27can see, it's using table body, this is years, this is table row label, someone it has a
01:34header row, and if I look at Cell Styles and click here and then press the Escape key which
01:39toggles between selecting a cell and selecting all the content of a cell, love that tip,
01:44press the Escape key.
01:45When the cell is selected, it may look like there is no Cell Style applied to it, but
01:49it kind of works like nested styles does in paragraphs and character styles.
01:54In other words, if there is a cell style applied here because of the table style, it will say
02:00None, here, but the name of the cell style appears down here.
02:03So yes, there are cell styles applied if they are clicked here, press the Escape key, that's
02:08first column and so on.
02:09I am telling you this, because as you have probably understood by now throughout all
02:13these videos, you really don't want to use local formatting, you want to use actual styles
02:19not just for paragraphing characters but also for tables and the tables and the cell styles themselves.
02:24If you want to learn more about how to create table styles, there are plenty of videos here
02:28on lynda.com in the InDesign Essentials by David Blatner of the InDesign Up and Running
02:33and so on take a look at those.
02:35But let's go ahead and export this to EPUB so I will go to File > Export and simpletable-cs6,
02:44save it out there on the desktop, I am going to accept the defaults, for General, for Image,
02:50for Advanced, I always turn off Preserve Local Overrides, we don't need the Embeddable Fonts and click OK.
02:56It immediately opens up in Adobe Digital Additions which is my default EPUB reader on this Mac,
03:01but ADE lies, so don't freak out when you see this.
03:04I suppose if somebody is actually going to be using ADE to read your book, then it's
03:08something that you need to be worried about, but even though I am using the Labs version
03:13of Adobe Digital Editions, the preview version, it is not showing us colors for cells correctly.
03:18The way that InDesign exports the CSS is not a way that ADE understands for table cells.
03:24So you need to really preview your tables in a different eReader than ADE if you want
03:29to get an accurate preview of what it's going to look like.
03:31I have mentioned a few different EPUB readers that are available in an upcoming video, so
03:35I will talk about a few more.
03:37One of your convenient proofing device is Firefox.
03:40If you have loaded the EPUB reader extension which I have already done, so let's jump over
03:45there with that extension mode, and you can go to Firefox's File > Open File command,
03:52locate the EPUB and then it will open up its own little reader here.
03:57You can see now here is the table exported without local overrides so, it looks like
04:02a plain old table and here is the one that has been styled.
04:06I want you to note a few things in these tables.
04:08First of all, it did support the merged columns, so the header row is a merge columns and understood that.
04:15If we look in the CSS, you could see that it uses the HTML code for that which is called
04:20Column span, so it uses a column span. So that's no problem if you choose to merge cells in InDesign.
04:26The width of the table and the width of the columns are not carried trough to the EPUB,
04:30they simply collapse.
04:31Here, we will see a little bit more space because we have defined insets for some of
04:37the cells, and that is converted to the equivalent CSS for tables.
04:42Let's jump back to InDesign and take a look.
04:44So we are on page 2 and the cell style is first column.
04:48If I right-click on first column and choose Edit and go to Text, you can see that it has
04:54a Cell Inset set for 6 points top and bottom and one pica on the left.
05:00The Vertical Justification is also brought across so this is set to Align Centered.
05:05Now InDesign the table data in new cells looks quite different than it does in Firefox.
05:10So what happen here?
05:12Well, as a experienced InDesign user, I know that when I am working with tables, and I
05:17have numbers that I can automatically type inside of a table row, let me make a new row
05:23and just click right here and say more info and tab, if I said hello, there appears to
05:30be some sort of alignment happening.
05:32If I said, 239.33 so you see there is a decimal alignments happening, but it's not really set that way.
05:41It's sort of like an automatic thing that happens with tables.
05:43Every table cell has one setting for an automatic decimal alignment, and if I clicked here and
05:49press Command+Shift+T to open up the Tabs panel, you can see there is a special little
05:53icon here indicating where the decimal tab will align in this cell.
05:57So again that's an InDesign specific kind of setting, and it's not really carrying through.
06:01Now CSS does have a facility to align data within columns with align decimal, but it's
06:08something you really need to be set up in the CSS, it won't come through from InDesign.
06:11But if I selected all of these cells, and I got rid of the tab and then in the basic
06:19cell style, I edited it to have--not in the cell style in the Paragraph Style--well I
06:26guess it could have done an inset, in the cell style as well but let's say for the Paragraph
06:31Style, I edit Table Body to have a Left Indent of let's say 2 picas, and we want to make
06:40sure that all of these are table body, good, now let's go ahead and export this to EPUB
06:45again. So I am going to replace the existing one, and here it is in Adobe Digital Editions.
06:53You can see that now we have a little bit more space here.
06:55If I switch over to Firefox to refresh, you actually have to close this and then Refresh
07:01the source right here. Now we have more room.
07:05So if you need to fiddle around with the amount of spacing within your cells, there is some
07:10kind of work that you can do in InDesign just don't rely on the automatic decimal tab alignment
07:14that comes with tables in InDesign.
07:16You have to use Left or Right Indents or you have to use Cell Insets in the Cell Styles.
07:22For complicated tables like this one, this is one big complicated table with the graphic,
07:27I would not ever try to covert this to an EPUB.
07:31If you have something like this, you are going to run into all sorts of problems because
07:34remember some people are reading your EPUBs on an iPhone.
07:37There is no way they are going to able to see this.
07:39In the case of a complicated table, you do have a number of other options.
07:43First, you can do what's called linearizing the table.
07:47That essentially means breaking it down and reformatting as something that is much more
07:51flowable EPUB friendly, a list of paragraphs with bullets, you could take an eight column
07:57table, break it down into four separate tables with two columns each.
08:01In other words, don't use this table, but convey the same kind of information in a different way.
08:05Now that's a lot of work but if especially if you are going to be doing some mega table
08:09for Kindle edition, they specifically recommend, that's what you do with complicated or multiple
08:15column tables, tables that have more than three or four columns, that you linearize it.
08:19Another thing you could do would be to convert the table to a graphic, and you remember how
08:22to do that from the previous video, I could just select this whole thing.
08:27if there is more than one item, which I do have a graphic along with the table, I would
08:31group it and then go to the Object menu, Object Export Options and choose to Rasterize it
08:38when I exported it.
08:39And you want to keep the Size Relative to Page Width, that way the whole thing will
08:43fit even though it will be scaled down tremendously in the EPUB, but when somebody double taps
08:47it in iBook at least it will expand to fill the screen as much as it can.
08:52There is a similar way to handle this, that's a little bit more advanced, and that's to
08:55leave it as a table but to isolate it in it's own document as it is here, right now this
09:00is the only page in the entire document, export this to HTML and then in the body of the EPUB,
09:06you would add a link to that HTML file.
09:12See more complicated table here and make that into a link and then in the actual EPUB, you
09:20would have to edit it to create something called a non-linear link.
09:23Again, it's a little bit more advanced, and I'm going to try and cover it in an upcoming
09:26chapter but essentially what that does is lets people click that link or tap that link,
09:31and it will open up that separate HTML file as a different document overlaying the EPUB,
09:37and when the person is done looking at it, they can tap the done button.
09:40Again, that only works with iPad in the iBooks application.
09:45And I know that the topic of this video is Tables but everything I have said is for complex
09:49tables, but it's also true that complex illustrations like timelines and things like that you may
09:53have created with the combination of graphics and InDesign art and text. If it's too large
09:57and too complicated to comfortably flow and be readable in an EPUB reader, then you're
10:02going to have to do something with it.
10:04Make it simpler, turn it into a graphic, one of those two.
10:07But for the vast majority of your other tables the main rule is to always use Table Styles,
10:12cell styles, and Paragraph Styles, which make your tables look much better in the resulting EPUB
10:17and only need a little bit of tweaking to look really great.
Collapse this transcript
Adding a custom TOC as the first page of an EPUB file
00:00Here we're looking in our History of Art eBook with a working navigational Table of Contents.
00:05And if you remember from the previous video when I talked about how to create this navigational Table of Contents.
00:11I said that you use the Table of Contents feature in InDesign and so if you want to
00:16review that you can go and watch that video and then come back here.
00:19What I want to talk about in this video is how to add an internal or HTML Table of Contents,
00:25and maybe more than one.
00:26So let's review what a navigational Table of Contents is first.
00:29It's something that you can show or hide in the eReader software or in the eReader device.
00:35Here in the Adobe Digital Editions, you show and hide it from this icon up here.
00:40So click it once to hide it, click it again to show it.
00:43In the navigational Table of Contents, you can click on an entry, and that will jump you
00:48to where that entry is in the eBook that's like a linked Table of Contents.
00:53But a lot of readers don't like to see all of this chrome when they're concentrating
00:57on reading a book so they hide the navigational Table of Contents.
01:02All right let's go to Medium so we can see two-page spreads. The thing is that a lot
01:06of times in readers want to quickly find another entry in your book and so they'll immediately
01:12drag to the left looking for the TOC this happens all the time, and there is none.
01:16There is no TOC within the eBook they have to remember oh yeah I have to click this thing to open it up.
01:22And if you are in an unfamiliar piece of software or like you have never used iBooks
01:27then finding the little icon which is usually hidden to show the navigational Table of Contents
01:32can be a challenge.
01:33So I think it's always a kindness to include an actual linked TOC within the HTML file.
01:41And you do that in InDesign by using our friend, yay, the TOC feature.
01:47But this time, we are actually going to place it in our document.
01:49We are looking at a small section of History of Arts, and we have an empty first spread,
01:55and then it goes into the books, so here is a place right here are just waiting for the TOC.
02:00I'll go to the Layout menu, go down to Table of Contents and the TOC Style that I want
02:05is the same one that I use for the nav TOC in this case, that I named EPUB, and it includes
02:11the chapter title and any subtitle.
02:14The paragraph style that is going to use one I place this will be a Paragraph Style I have
02:18already created called TOC 2, often you don't want to use the same Paragraph Style for the
02:23Table of Contents listing as those paragraphs are actually being used throughout the books.
02:28Like we don't want the chapter title formatting to be used for the actual Table of Contents.
02:33Click OK, and there it is.
02:35Now it automatically includes numbers but watch this when I export this to EPUB, we
02:41will Replace the existing one, we still have our nav TOC but when we move forward, ah-ha!
02:48Look at that the numbers have disappeared.
02:50Yeah so InDesign CS6 is smart enough to remove the numbers in any tab leaders, and it just
02:56includes the links to those chapters.
02:59So if I'm in the middle of reading the scintillating story, and I want to quickly jump to another
03:03section I can just drag to the front and to oh, yeah, there it is.
03:07I don't have to remember how to show and hide this guy.
03:10Now it's very useful but not quite automated as what I just showed you is the ability to
03:15create two different TOCs, for example, one TOC is the navigational TOC and another TOC
03:22is the HTML TOC, here they're exactly the same.
03:25But say that I wanted to add more sections here or have a section called list of advertisers,
03:31list of illustrations and list of charts and tables something like that. How can you do
03:35that? I'll show you what you can do in InDesign but actually you'll probably have better luck
03:41by actually hand editing this TOC in whichever EPUB eReader you're going to be using later.
03:47You can edit either the HTML TOC or you can also edit the navigational TOC, and you will
03:53learn how do both in an upcoming video, but for now I have created a quick example of another
03:58list that you might want.
03:59So in this EPUB we have a bunch of nice illustrations, and I created another TOC Style.
04:06Let's comeback here under Layout, go to Table of Contents, another TOC Style called Figures.
04:12And all it does is it collects the location of all of the Figures in the book using the
04:18Paragraph Style that's used for the captions of each of the figures.
04:21Now I didn't go to the trouble of creating a separate style just for how it's going to
04:25look inside the eBook I'll just use body for that for now on.
04:29By clicking OK here that loads the TOC into my cursor because I'm actually in that Table
04:35of Contents command, not just the Table Of Contents style, and I think that I'll put
04:39it maybe right here.
04:41Like there is another text frame back there that I don't want, so I'm going to get rid of that.
04:47This formatting and the heading might not be to your test but let's see what happens
04:51when I export this thing to EPUB.
04:54So I'll press Command+E or Ctrl+E, we still want to use TOC Style EPUB, we don't want
04:59this to be in the navigational TOC, so we're not choosing Figures, we're just going to
05:03choose the one I created for the EPUB, and so that came through fine.
05:08Let's hide that So what happened is that InDesign can only support one kind of linked internal
05:16HTML TOC, and in this case, it's using our EPUB one, the first one that we did that we
05:21also specified for the navigational TOC.
05:25This is actually a linked TOC but the links were being ignored as is the text. So when
05:30you have additional custom TOCs that you want to add you're going to have to link them yourself.
05:36Go back to InDesign.
05:37Let's take a look at this frame inside the story editor which gives us the clue as far
05:42as the internal linking is concerned that go to Edit and choose Edit in Story Editor.
05:47You can see that these indeed are linked to their locations in the document.
05:52Just like in the regular TOC here I'll click in our Contents one and go to Edit in Story
05:57Editor looks the same.
05:58Let's see when you export to EPUB InDesign only supports one, and that would be a great feature request.
06:03So the answer is that you're going to have to link to stuff manually.
06:07But first you're going have to clear out these existing links because that will just confuse everything.
06:12These links are coming from you know being auto generated by TOC so it's still live,
06:16I guess you'd call it, because if we changed one of these Figure captions, we could update
06:21this, and it would update the TOC in the document.
06:24But now we're going to break its link to the document we're going to turn into plaintext
06:28that we can then link.
06:29There's lots way to do that one of the way that I like simply to cut and paste this into
06:34a text editor and then place that replacing this, or I'll just take this story and export
06:39it to RTF and then get rid of this and then place the RTF file so with the exact same text maintaining
06:51a lot of same formatting but if we look at this in the story editor, all those links
06:55are gone so we have cleaned it up.
06:57Now from this point on, you would proceed by just creating hyperlinks or cross references
07:02to the correct locations.
07:03Like if we want to do a cross reference and open up my little Hyperlinks and cross references
07:08panel here, I could select the first one where I'm going to link to figure one landscape
07:13with thunderstorm, create a new cross reference, find the Figure, and there is Landscape of
07:20Thunderstorm and link.
07:23Now if you look at this back in the story editor, we have now create a cross reference link to that.
07:28If you want to learn more by creating cross references and hyperlinks take a look at David Blatner's
07:33InDesign CS6 Essentials but you can see the you'd essentially be creating these by hand.
07:38I know it's kind of tedious but now at least when we export to EPUB, we should have at
07:47least one link that's live, so let's take a look there we go Figure Landscape with Thunderstorm,
07:52and it brought us right there.
07:54The lesson here is that it's quite easy to include a linked Table of Contents within
07:59the HTML file, simply place the TOC right in the document.
08:03If you want to do anything fancier than that if you want to edit this if you want to create
08:08additional Table of Contents that are linked, you're going to have to break their link to
08:12the document itself by exporting out to RTF and placing back in and then hand linking
08:17via Hyperlinks or cross references or you could always edit the EPUB files themselves.
Collapse this transcript
Including fonts in an EPUB
00:00If you want to embed the fonts that you're using in your InDesign file in the final EPUB
00:05it's actually quite a simple procedure, but it goes from simple to suddenly this huge
00:09drop-off to very complex in a matter of seconds. So let me show you what is simple, and then
00:15we'll talk a little about the complex part in a few minutes, but before we even begin
00:20talking about using your font in your EPUB you have to make sure you have the right to
00:23use them that they're embeddable.
00:26Now when you export to EPUB, and you turn on the option to Include Embeddable Fonts
00:30then InDesign checks an internal flag in the font just like when you export to PDF if there
00:34is some problem with the fonts InDesign will say sorry can't embed this it's not allowed to be embedded.
00:40In this document the simple one-page document I'm using a bunch of font's that can't be
00:44embedded a few of them are from the Adobe font folio the type library, so we have the
00:50Myriad Pro and Garamond and one of them is this font called Jacques Francois Shadow
00:56that I downloaded from a website that offers a whole bunch of great fonts that you can
01:00download and use for free and embed according to the license, and I'll show you a few of
01:04those different websites we can download these fonts later on in this video.
01:08But so assuming that you do have the right to embed the font then all you need to do
01:12is export this thing to EPUB, so I'll press Command+E or Ctrl+E, we're going to export
01:17it to the desktop. It makes no difference if it's EPUB2 or 3 just go right here to Advance
01:23and make sure that Include Embeddable Fonts is enabled and click OK. And here it is open
01:30in Adobe Digital Editions, and you can see it's using the same fonts that we use.
01:34The second thing that you want to test is to make sure that's the way that InDesign
01:38embedded the fonts is valid under the EPUB standards.
01:42In earlier versions of InDesign you could embed the fonts, but it wouldn't pass validation,
01:46and I do talk about validation in more detail later on in this title, but just briefly you
01:51just need to drag and drop the EPUB one on top of the validation checker that I have
01:55here, and there you go no errors so that's good.
02:00Now what so complicated about that?
02:02Well, the problem is that in many cases you're not going to be able to see these fonts on
02:06the iPad or on the Nook or other devices you really have to test.
02:10I mean even here if I open up the same EPUB with the EPUB reader extension in Firefox,
02:18we loose at least this cool font up here, and I believe this text is defaulting to the
02:23generic serif and sans serif.
02:26I can tell you though that it's very likely that you will not be able to see these fonts
02:30on the iPad, because it's missing one file, and now this is getting a little technical
02:34I might as well include it here, because there is no better place to talk about this.
02:38I'm going to unzip this EPUB and inside this folder this META-INF folder, you can see that
02:47InDesign has created an encryption file and inside the OEBPS folder it is created a fonts
02:55folder where it has put smaller subsets-- see this is only 21 K of the entire font this
03:01font is actually huge.
03:03So it's not their actual font but I suppose somebody could grab this and use whatever
03:07characters are in there, but it's also encrypted from that encryption file.
03:12The encryption file sometimes causes problems, but that's not what I want to talk about at
03:16this point just want to show you what happens when you embed a font.
03:19The META-INF folder needs one more file that Apple requests, and if you get an iTunes connect
03:25account to get all of there guidelines--and I'll talking about that in the later chapter--
03:29it tells you exactly what needs to be in here, but it's open information, and I can tell
03:33your in fact I have one in your exercise files. Or you could just go ahead and create it yourself
03:38in any text editor and save it with this exact name com.apple.ibooks.display-options.xml,
03:46it's a plain text file, you declare it as an XML file, and then you create what are
03:52called display options.
03:54And any iOS device when it opens up this EPUB, we will pay attention to the contents of this
03:59file and all that we're saying is that no matter what platform you could say iPad, iPhone,
04:04and whatever other platforms Apple may come up with the asterisk means any platform.
04:09I am turning on the attribute for specified fonts, so I am specifically calling on fonts
04:14that I have embedded in this EPUB they're different from the ones that are available
04:18to everybody on the iOS device.
04:21Specified fonts is true and then the code closes the platform, close display options,
04:25very simply you can just copy and paste this if you want, and that file get saved in your
04:33EPUB folder after it's been expanded right here in the META-INF folder. So you need this
04:39Apple options XML file in order for any iOS device to recognize that you have fonts here.
04:46Now when you open that up it should default to showing your fonts, but remember any user
04:51can tap that A symbol and choose any other font that's loaded and switch fonts. And what
04:56Apple recommends that if the user switches fonts still like oh I prefer Palatino I don't
05:00like this Myriad Pro than Apple will go ahead and switch out all the fonts to whatever the
05:05user said except for any specified fonts in your headers, so H1, H2, H3 that kind of thing.
05:13And that's why in this document if I want to make sure that this font remains the special
05:18looking font even if the user changes for the body fonts I would go to this Paragraph
05:22Style, go down to Export Tagging and say when you export this to your InDesign please call
05:28this header level 2 or whatever H level you want to use.
05:32Now I cover export tagging and editing CSS files in great detail in other videos, but
05:38instead of addressing this issue piecemeal I want to gather all into this one video.
05:43In fact, Apple really prefers that you're not specify a font that other than the default for the body text.
05:49They only wants you to specify a different font if it really needs to be different font
05:55like if you're showing a handwritten letter, and you want to include a handwriting font
05:59or a special treatment for headlines, but not for the majority of all of the type in the book.
06:05Where it gets really complicated that big drop-off is if a device has problems with
06:10the way that Adobe encrypts those fonts, and that can happen. And if that happens you can
06:14always choose to export the EPUB without embedded fonts, and then you add them back in manually,
06:21and that's beyond the scope of this video, but essentially you are adding fonts back
06:25into your own fonts folder, you're editing the content.opf file to link to them, and
06:30you are editing your own CSS files.
06:33The fonts that you want to actually drag and drop into that EPUB yourself without any encryption
06:37have got to be free license for doing so sort of fonts, and you can find those kind of fonts
06:43like here in google.com/webfonts.
06:46Over 500 font families and these are not just for the web like let say that I really want
06:51to use this typeface in my EPUB I can say Add to Collection and then download the collection,
06:57it saying hey if you just want to use this in your website you don't need to download
07:00it, but yes I actually do want to download it, because I actually want to include it
07:03in the EPUB itself.
07:05I covered doing this and editing the CSS file and adding that Apple com display options
07:11file in great detail in another video here in lynda.com.
07:15My title called Creating a Fixed-Layout EPUB is about creating a different kind of EPUB
07:20using InDesign and other programs specifically for Apple devices. And when it's a fixed layout
07:25EPUB than Apple expects you to embed the fonts and so I have a great video I want you to
07:30check this out if you want to learn more about this.
07:32Go down to Chapter 6 and watch the video on Embedding fonts.
07:37Another great resource that goes into hand editing fonts in your EPUBs is this wonderful
07:42EPUB book from Elizabeth Castro.
07:44EPUB straight to the point, I highly recommend that you checkout this book if you want to
07:48learn more about embedding fonts in your EPUBs.
07:51So like I said, it can go from very simple, turn on the embedding font the end to kind
07:56of complex if it doesn't work on all the devices, so if you're going to be embedding fonts make
08:00sure that one you have the license to do so and two that you check the EPUB on the devices
08:06and the software that your readers will be using.
Collapse this transcript
Adding metadata to the InDesign file or book
00:00How do people find eBooks?
00:02Do they go to the bookstore and browse electrons? No of course not.
00:07They go to Amazon or the iBook store or they do searches on Google or some place and they
00:12search for the book that they want. By the title, by the subject, by the author, by the
00:17publisher, they do searches, and that is what Metadata is all about.
00:22When your customers are searching for your eBooks they're not searching the content
00:26of the eBooks, not yet, that's not possible yet, because all that is zipped up in that
00:30zip file known as the EPUB. But the EPUB itself can contain metadata.
00:35In fact, it's requirement for an EPUB to pass validation.
00:40Now I will be talking about validation later on in this video title, that it contains certain
00:44bits of metadata and metadata is just simply information about the file that you can't
00:49see in the file itself.
00:51For example, the date of publication or let's say in a piece of artwork the name of the
00:56file or the last date that it was modified.
00:59You don't see that when you open up an Illustrator, but you see it in the Finder or Explorer,
01:03the same thing is true for this digital publication that we're doing called an EPUB.
01:07There are a bunch of different places to add the required and optional metadata in InDesign
01:13and other bits of metadata you'll have to add outside by editing the EPUB itself.
01:18When you first create an EPUB, unless you have done something special, you have the bare minimum,
01:22in fact, not even the minimum of metadata required.
01:26So, I have just created this document that we have been working with, and I export it to EPUB,
01:33and I have been playing around this before, so I'm replacing an existing one.
01:37In the Advance Panel in the EPUB Export Options dialog box there is a place for EPUB Metadata.
01:44And do you want to include it or not?
01:45Normally you always want to include the document metadata.
01:48But let's not include it just to see what happens, and I'll select this to this unique
01:52ID and erase it and then if I click OK InDesign yells at me, hey the unique identifier is empty.
01:59Do you want to generate one and actually that I guess would be the bare minimum bit of metadata.
02:05This little bit of information this unique number that InDesign is offering to generate
02:09for us is what's going to help us distinguish one eBook from another on our hard drive.
02:14Normally in this field you would put a book's ISBN and yes every eBook needs its own ISBN
02:20separate from the print version.
02:22What InDesign is saying is if you don't have anything in here, and you could type in you
02:26know ABC, 123 if you wanted to, it will generate one for you and so it gets this unique ID.
02:32Now let's click OK, and it opens in digital editions, but we're just previewing it.
02:38Let's actually add it to the library in digital editions.
02:40So I'm going to copy it to the library and yes we want to copy it right there, and then
02:45we'll look at the library, and look at how sad it is Author Unknown, and instead of a
02:51title of the book it's the title of the InDesign file.
02:55How can we fix that and how can we fix other metadata properties?
02:58Go back to InDesign, and there are two different places.
03:01First of all, go to the File menu and choose File Info.
03:06From the File Info dialog box this is where you add metadata, this is not special for
03:11EPUBs this is true for any InDesign document that you would add to your metadata to the
03:15Description panel over here.
03:17So the Document Title is A History of Art and the author is--you know what I can't remember
03:25looking at this all this time-- Clement, Clara Clement I apologize Clara.
03:30You know this is actually from gutenberg.org so it's a public domain book.
03:35You can add additional metadata here if you want not everything will be carried through to the EPUB.
03:39But copyright status will, so let say copyrighted, and we'll say 2012, click OK.
03:47And then let's export this to EPUB again, we'll overwrite the existing one and here
03:52in the Advance panel we'll say yes, please Include Document Metadata, and let's type
03:56in the publisher name as well, and we'll call it Acme Press.
04:02There's our book, and let's add it to our library and then take a look at the library, that's
04:09better, isn't it, A History of Art by Clara Clement.
04:12Now where do you see all that other metadata?
04:14Well, you actually have to peek inside the EPUB or use a different sort of EPUB reader
04:19or software something other than ADE, not all of them will show you all of the metadata.
04:23But when you try to validate an EPUB if there's a problem with the metadata it'll beep at you.
04:28I have already extracted a couple EPUBs, and I have opened up the important file that contains
04:33all the metadata in Dreamweaver.
04:35What I have done is I have exported that same EPUB to both EPUB2 and EPUB3 that I'll talking
04:41about in the next chapter, and you can see that the metadata fields are almost exactly
04:45the same, they all start with this dc creator, dc subject, dc description, and so on.
04:51And anything that you have entered in the metadata fields it gets put through here.
04:55So when you're validating the EPUB the validator is going inside looking at this content.opf
05:01file looking at all the metadata fields to make sure that the minimum is satisfied and
05:05the minimum is usually the unique identifier, which here, InDesign generated on its own,
05:11the language English US and the date that it was published and the title.
05:17Everything else is gravy, you can see that if you want to add more, you could edit the
05:20content.opf yourself here source, relation, coverage.
05:24If you're not sure what these things mean let me give you a little clue, you can go
05:27to the web and figure out what all the terms mean I have already queued it up.
05:32And that DC, for example, you know what that means DC stands for Dublin Core Metadata Initiative
05:37and whenever I come here when I want to read it with an Irish brogue, but it has nothing
05:40to do with Dublin Ireland actually, it's Dublin Ohio a place where a bunch of publishers met
05:46a number of years ago and decided what should be the metadata that everybody uses in their books.
05:51Now let me tell you that metadata is a very hot topic and things are changing as I speak,
05:55you should follow the book industry study group bisg.org.
05:59If you want to learn more about metadata and how the entire industry is moving toward a
06:03richer vocabulary of metadata and a more fluid metadata that both library systems and software
06:10companies and publishers can all understand.
06:13But anyway we were talking about the existing metadata called the DC core.
06:18So here if you're wondering, for example, what should I put under creator, I can go
06:21under Creator click here, and it says creator is an entity primarily responsible for making the resource.
06:28And it shows me some examples, and it gives me clues about what I can enter there.
06:31But for our purposes we just need to enter as much metadata as necessary to make this
06:36EPUB valid, and you see that you can do all of that in InDesign, you actually don't have
06:41to edit that EPUB after you export it as long as you have filled in the correct information
06:45and file info and turned on include metadata in your Export to EPUB options.
Collapse this transcript
5. Optimizing Images for EPUB Export
Adding alt tags to images and objects
00:00We're looking at the contents of this document exported to EPUB, so it's a short version of this History of Art.
00:09Now you have it open in TextWrangler we're looking at the main text, I didn't chunk up
00:14into separate HTML files.
00:17What I want to call your attention to, and I know it looks sort of gobbledygook to you
00:20probably, you don't worry about it we'll be discussing each of these elements in detail
00:24in an upcoming chapter on editing the CSS and HTML.
00:28But right now I want to talk about something that you're going to do in InDesign before
00:31you export, and that is to add alt tags, and I thought it would help for you to actually
00:36see an alt tag in the wild.
00:38So take a look at this line that I have highlighted here.
00:42Do you see it's an image? And the source of the image is img53_format.jpg.
00:51So this is telling you that there is an image right after this paragraph.
00:55This is in the file name for the image in the EPUB and then following that on the next
00:59line is an alt tag called img53.jpg. Alt stands for alternate.
01:06With the purpose of alternate tags next to every image tag in an EPUB is for people with
01:12visual handicaps who are using a screen reader to have that screen reader be able to describe the image to them.
01:20So the screen reader would read this aloud and the outside also was painted.
01:25And then it would say image, img53.jpg, and it would go onto the next thing Figure 2 The
01:31Anchorites, and that's not really useful.
01:33It would be better if they would say image, and then they would actually describe what this image is.
01:39Like further up we actually have a good image alt tag for the one the cover, image it's MonaLisa_fmt.jpg.
01:47The alt tag is simply picture of Mona Lisa, now that's a lot better.
01:51It's not only good for people with visual problems, but it can also, theoretically, help
01:56you in your marketing, because search engines do index the alt tags on web pages.
02:02If you look at the source of any web page, every image will have an alt tag, a dumb one
02:07or a long and interesting one, it's really up to the web designer.
02:11But search engines include that text so that when you're searching for a phrase, if there
02:16is a web page that has that alternate text attached to an image that will come up as a hit.
02:21And I can certainly see search engines indexing EPUBs in the future, so it's always a good
02:26idea to include good alt tags in your documents.
02:29Now this one was added manually the one for img53 was one that InDesign added itself.
02:35You will not be able to get invalid EPUB, it won't path validation if you have no alt tags.
02:41So InDesign makes sure to add an alt tag to every image automatically.
02:45But the one that it uses is the actual name of the image img53.jpg.
02:50Luckily since version CS5.5 there is a way to add your own descriptive alt tags within
02:55the InDesign interface.
02:57You use this handy dandy new dialog box called Object Export Options.
03:03So like if you look at the Mona Lisa one, and it's here it is selected, Do I have it selected?
03:08Yeah, it's a group, and I'm going to double-click it so I only have the Mona Lisa selected.
03:12Go to Object > Object Export Options, and you'll see here in the Alt Text field that
03:18I have chosen custom, and I have added picture of Mona Lisa here.
03:22And let's look at that img53 one, we'll jump right to it, it's this picture here. If I
03:29select it and go to Object > Object Export Options, its blank.
03:34So this is the default setup for any image in InDesign is that it's saying it's going
03:39to pull the text for the alt tag From the Structure.
03:43And this is actually, we're referring to XML structure, but this is not XML workflow.
03:48So when it gets exported to EPUB, those files are XML based and so it's just going to pull
03:54the name of the file name as the alternative text.
03:58But what you could do is you could switch to Custom and type your own descriptive text
04:02right here, or you could poll and choose one of these XMP fields.
04:08So what are those about if I choose like XMP:Title, it says it's not there, it's a Metadata property.
04:14And ah-ha! If you have used Bridge at all, then this should be familiar.
04:19Let's take a look at how you would add it in Bridge, and I'm going to click Done here
04:23and then right-click on this image and choose Reveal in Bridge.
04:27Now bridge is the free program that comes with every Creative Suite program, gets installed
04:31by default, you can't turn it off.
04:33All of the Creative Suite programs have hooks into Bridge, you can see like the little Br
04:38button up here that means start a bridge.
04:39It's kind of like an alternative to the Finder or Windows Explorer and in fact I have a really
04:44good video here, if I say so myself, on lynda.com.
04:4710 Things every designer should know by Bridge, you should check it out.
04:51And in Bridge we can add metadata, we can add text to those XMP fields.
04:55I wish that we could do so in Mini Bridge.
04:58If you choose Reveal in Mini Bridge, InDesign will go ahead and find you that image in Mini Bridge
05:03but there's no way to add or even view the keywords and metadata here in Mini Bridge
05:08and a horribly missing feature in my opinion so.
05:11Not useful to us right now, instead we'll just right- click and choose Reveal in Bridge, and there it is.
05:17So in Bridge we can come over here on the right and these fields here are the XMP metadata fields.
05:23Most people when are pulling information for alt tags will use either the Headline or the Description field.
05:30What you don't want to do is repeat within the caption, because that would be really
05:33stupid, right for someone who is using a screen reader to have it repeated twice.
05:38So if your workflow is pulling the actual captions from the description field which
05:43is pretty common, you might want to use something else, like may be the headline and then use
05:48that for your alt tags.
05:50Unfortunately there is no alt tag field here. Why there isn't? Don't ask me.
05:55But let's say that under Headline I'm going to add this is a--I'm looking up here at the larger
05:59picture--grayscale image of a group of spooky guys, there we go.
06:06Then I click right in here, and I say yes Apply that metadata to this image.
06:12Now we jump back to InDesign, and you could see that it is out of date because that metadata
06:17is saved with the image itself.
06:19So I'm going to update it, and now I can come here and go to the Object Export Options and
06:26choose pull this from the Headline, there it is grayscale image of a group of spooky guys.
06:33And now if I export this to EPUB, let's go ahead and do that, and we'll replace the existing
06:39one, we'll use the same default as before.
06:44So there is our book, now you don't actually see the alt text here. Where did that image go?
06:51There it is. You don't see the alt tags here, this is actually metadata that would only
06:54reveal itself if you're looking at the source code or if somebody is using a screen reader.
07:00But we can peek at it, let's close the old one in TextWrangler and drag the new one on to TextWrangler.
07:08There is our file, so make this larger, and we want to go down here to img53, there it
07:18is source img53 alt grayscale image of a group of spooky guys, there we go.
07:24So you can go through your InDesign documents image by image, assign a keyboard shortcut
07:29to Object Export Options that would make life a lot easier and then go ahead and type in
07:34your own custom alt tags or pull from an XMP field.
07:38Now that last option, if your company is organized enough to have a photo editor or somebody
07:45in charge of corralling all the images and applying keywords perhaps in an image database or something
07:50like that, then you'll find this free script that I found very useful.
07:55Of course I have to show you script, and I'll have a link to the script in the PDF that
08:00anybody can download.
08:01But if you have the exercise files it's in the exercise folder for this video, and I
08:06have already installed that my EPUB folder, it's called ApplyALTfromXMP.jsx.
08:13On here is one of those first key .DS_Store files at the Mac always get, I'm just going
08:18to right-click and choose Delete, I can't stand looking at it.
08:21Yes I want to delete that, okay.
08:24ApplyALTfromXMP double-click it, and you'll see that you can choose which XMP field your
08:31company uses for it's alt text, Description, Headline, or Title or if you're using XML
08:36From Structure, let's say they we're using Headline, and then you can choose if there's
08:41any images that already have alt text if you want to Overwrite them, I don't want to, and
08:45then I'll just click OK, before that notice that let's get a little add for InDesign Secrets
08:50is because the guy who wrote this Marie Antoinette budget it because I asked him to, and then
08:54I wrote a post about it on InDesign Secrets, so don't forget to check that out, and you
08:59want to OK, and it says it found three images that had XMP data in its headline, and it
09:04went ahead and added those.
09:06So if your publications have lots of images, you probably do have somebody in charge of
09:10adding these fields to every image in an image database.
09:14In that case, using the script will help you tremendously in adding alt tags to your files and InDesign.
09:20And even if you're not that organized or you just have a few images, it is far easier to
09:25add alt text to your images with the New Object Export Options dialog box right in InDesign
09:31rather than down the road and searching for these things in your HTML files.
Collapse this transcript
Converting InDesign objects to images
00:00Sometimes you need to convert the type that you have set up in InDesign into images or
00:07even any kind of artwork that you have drawn with InDesign's tools like the Arrow Tools.
00:12You would actually want to include in EPUB, but they have to be images that you have placed.
00:17The Object Export Options dialog box that I talked about in the previous video.
00:21That we used for adding all tags, actually has a very useful function in its last tab EPUB and HTML.
00:30In that it can custom rasterize any object or any selection upon export to EPUB.
00:36So that it's completely editable in the InDesign document.
00:40But when you export it, it turns into a JPEG. It's just fantastic.
00:45Let me show you a couple of examples when you might use that.
00:47Here, for example, is a cover image. Now, we have it grouped.
00:51So, if I drag it everything moves together, Undo.
00:56But the text is still editable.
00:58And if I export this to EPUB, I will just press Command+E or Ctrl+E, save it on the desktop.
01:04I will just keep all the existing defaults, and there it is.
01:09Now, what happened? A History of Art is on the right.
01:13We're not seeing the actual title superimposed on the painting of Mona Lisa.
01:18So, even though it's grouped, when you export to EPUB that really doesn't mean that it's
01:23going to stay grouped with this live text overlying the picture below.
01:29You can do that in the flowable EPUB.
01:31You can set this up in a Fixed Layout EPUB, that I have a completely different title on
01:35Linda.com, that I did recently called How to Create Fixed Layout EPUBs, but that's not
01:41what we're talking about here.
01:42So, if you really wanted this text to appear in top of this image in a flowable EPUB you
01:47need to burn it in. You need to turn this into one complete image.
01:51Now, before CS5.5 when that Object Export Options dialog box was first added, what we
01:58would have to do is take a screenshot of this or maybe select it all, export it to JPEG.
02:03And then place the JPEG and move this guy over to the right.
02:07And I showed how to do that in some of my InDesign CS4 and CS5 to EPUB videos here.
02:13But now what we can do is select it all, group it as I have already done, and then go to Object
02:19Export Options, and we're going to choose Custom Rasterization.
02:23So, now this is enabled, because I actually have something selected in my layout.
02:28What we're saying is with this selection I want you to rasterize it, and you have a choice of resolution.
02:33I am going to say, I'll leave it at 96. And we want to export it to JPEG.
02:37This is the one format that you should probably use 99% of the time.
02:41You don't need to worry about any of this stuff here, I'll just say done, that's all.
02:46Now, this is still completely editable. I could say An History if I wanted to.
02:51I could move this frame around on here.
02:54But I just don't want to ungroup it, because I think that will break the object rasterization.
02:59Let's go ahead and export this to EPUB, and we'll overwrite our existing one, and except
03:05the same default as before, and there it is.
03:09We can't really see it on this monitor, because of the resolution, but it is actually part of this.
03:13Now, this is an image, it's not my text anymore.
03:17I couldn't search in my EPUB and find this word history.
03:21So, you have to be careful when you're doing this.
03:23Because Apple and probably some of the other resellers they don't really like you to turn
03:28your live text into images.
03:31You can imagine that a lot of designers seeking complete control over the layout in a flowable
03:36EPUB would be prone to turning lots of things into images.
03:40But that can actually get the book rejected by Apple or Amazon or the NOOK people or Barnes & Noble.
03:48But for covers it's usually okay and for incidental artwork it's usually okay.
03:53Like what is this painting in 1970s America? What's that about?
03:56I was twirling around with this file. Let me show you what I did.
04:01Let's say that this is the font that you use for painting in 1970s America.
04:06And perhaps you don't want to embed your fonts or maybe this font is not embeddable.
04:11But you want to maintain this look.
04:13What you can do is turn this into artwork, when you export it.
04:18So, we can convert this into an image or let's say that you're dragged out some interesting looking line.
04:24I'm just going to go ahead and do one free hand here.
04:28And I'll make it to 8 points with our friend Japanese Dots, and we will just let's give
04:38that a nice color here of red, there we go. We want to include this as well.
04:45Now, if we export this to EPUB this is just be completely ignored as I showed in a previous video.
04:50Your artwork that you with InDesign tools is ignored.
04:53But what we can do with out friend is to select it and choose Object > Object Export Options.
04:59We want that rasterized, we'll just everything as it is.
05:03And then we want this one as well.
05:04So, you can see why I would want to assigned keyboard shortcuts to this guy, Custom Rasterize.
05:09We don't need a 300 just leave it that. Oh. 96 is good.
05:13Now, I'm not quite it's going to happen with the layout order.
05:16I think these things will work out okay.
05:18I am going to nudge this to the left just to make sure it comes before this text.
05:22And that should come before this as well. I think it'll be okay, let's check it out.
05:27Export to EPUB, let's overwrite the existing, click Ok.
05:34Funky baby all right.
05:36So, we have our cover working, and we have our artwork and the headline.
05:40Now again you want to be careful about this and actually to be a really good citizen.
05:45What you probably want to do before you export would be to also assign alternative text especially
05:51something like this.
05:52I'm going to select painting in 1970s America and copy it.
05:57We want to assign and Alt Text markup to this when it's exported to an image.
06:02And if you're not sure what I mean by Alt Text, watch the previous video.
06:06So, up here in Object Export Options, it's rasterize.
06:09We go to at Alt Text > Custom, and then I'll paste exactly what the text is right.
06:16And we might as well do it for this too, Object Export Options > Custom.
06:23This is a red squiggly line.
06:29And now when we export it to EPUB, these images will have descriptive text which is exactly
06:35what the resellers want to see if you have converted some of your text into images.
06:40I love this dialog box.
06:42It's one of my favorite features of InDesign CS5.5 and 6.0.
Collapse this transcript
Specifying image resolution and appearance
00:00The good thing to know about dealing with images when you export to EPUB from InDesign
00:04is that you usually don't have to do a dang thing.
00:08Anything that appears in your Links panel or anything that you have placed not just images
00:12like this JPEG here, but if you have placed a PDF or a layered Photoshop file or another
00:16InDesign file, for that matter will become rasterized and will be exported as a JPEG
00:22in 90% or maybe 99% of the instances in the resulting EPUB.
00:28The EPUB file format supports JPEG, GIFs, PNGs, and SVGs, but InDesign will only export
00:34to JPEG, GIFF, or PNG.
00:37And JPEG is what it uses for basically everything.
00:39In my experience the only time it exports to GIFF is if you have placed a GIFF.
00:43PNGs I am talking about in another video, and that's mainly when you have a vector file
00:48with transparency like a placed Illustrator file.
00:51It makes no difference really what resolution the image was when you placed it.
00:55In this case this image is pretty high resolution, you can see that I have added another field
01:00to my Links panel showing you the dimensions, 2200x3300 is a pretty high-resolution file,
01:06that's the number of pixels in either dimension.
01:08But when you export to EPUB as we will see in the Image panel in the Exports to EPUB
01:15dialog box you will be setting a resolution to which all images that are currently at
01:21that effective resolution or higher will be down sampled. Got that?
01:25So if you place an image that's 72 ppi, or dpi, if you call it that, it's going to stay
01:31at that resolution because that's the lowest resolution that InDesign can export to when
01:37it exports to EPUB.
01:39If you set in your Export Options 150 or 96 or 300 it's still going to stay at 72 because
01:46InDesign will never up sample.
01:48If you need it to be a higher-res you have to do that in Photoshop first.
01:51But in most cases of the publications that you'll be working with have been set up for
01:56print, so they're likely going to be much higher than 72 ppi.
02:00And if you have scaled them smaller like this one has been, and this ones is at 63%, and
02:07it's going to be even higher than that.
02:08So when I select this image here you can see that the actual ppi was 350, now that it's scaled it's 556.
02:16When I export to EPUB it's going to be down sampled to 150.
02:20You usually want to down sample to 150 that is the default in InDesign because that's
02:26the best resolution for the vast majority of different EPUB readers out there, even
02:31the new iPad Retina.
02:33Though the resolution is little higher than hundred 50 ppi your images still look great.
02:38If you want to you can set them at 300.
02:41But then that makes your file kind of large and the images kind of large.
02:46By the way, if you ever need a resource to learn what is the resolution and the dimensions
02:51of all the different EPUB readers out there, there is a great resource.
02:55If you go to mobileread.com and then click on the Wiki link at the top, Wiki is kind
03:01of like an open-source encyclopedia.
03:03They have these quick links, they have charts that show eBook devices and mobile devices.
03:09And I have already opened them up.
03:10So, for example, here is their matrix Epaper devices.
03:15If I scroll down to 6" devices you will see here are the settings for lot of the Amazon
03:21Kindles showing their dimensions, screen technology, levels of gray and so on.
03:28And then the web Tablet 1 shows the iPads, looks like they haven't updated it yet for the newest iPad.
03:34But here, for example, it's showing you that's 1024x768X132 pixels per inch and the iPad3
03:41has somewhat higher.
03:42So if you want to know that information sources are out there for you.
03:47One other thing I want to mention before leaving this Links dialog box is that if at all possible,
03:52you should be working with RGB images like this one.
03:56Now I know that a lot of your print projects may be using CMYK images because that was
04:01the old-school rules, you convert it to CMYK in Photoshop before you place it InDesign.
04:06But what that means is that when you ask export to EPUB, InDesign will have to reconvert that
04:10CMYK back to RGB because eReaders don't support CMYK just RGB.
04:17If you know anything about RGB versus CMYK you know that RGB has millions of colors CMYK
04:22does not, it's a much smaller gamut.
04:25Which means that when it has to convert from CMYK to RGB there's a much smaller pool of
04:30different colors to choose from and your image won't look as great.
04:35If possible you should be using RGB images even for your print projects because when
04:39you export to a print ready PDF that also gets converted to CMYK on the fly by InDesign,
04:45you don't need to do it in Photoshop first, that's the little lesson.
04:49From now on if you were using CMYK for your publications please, please try and convince
04:54people to use RGB because that's the most flexible way to go for print and for digital publications.
05:02Let's close this up and look at the basics of setting up image options when you export to EPUB.
05:07This is just a simple one-page document, it has two text frames and a rotated image that
05:14has a drop shadow and the image is actually cropped if I click right here, you can see
05:19that there's a lot of the images not showing let me pause for second, so you can see kind
05:24of a cold looking image what we centered on the A here.
05:27And let's export this to EPUB I am pressing Command+E or Ctrl+E and export right out,
05:33I have done this before so I am going to replace the existing EPUB.
05:36In the general EPUB Export options, if you're following along you should know that I have
05:41changed a couple of the defaults, I have turned the cover off because I really don't care
05:45about seeing a rendered cover.
05:47And I have turned on View EPUB after Exporting, can't remember if that's on or off by default.
05:52And here in the Image panel we have it set to the defaults which is to preserve appearance
05:57from the layout, down sample if necessary to 150 ppi, your other choices are these.
06:03And to keep the image size relative to the page.
06:06Let's see what that means we are just going to export this and take a look.
06:10To preserve Appearance means that anything that you did to that image in InDesign is
06:15going to be what it exports to EPUB, the fact that I cropped it, and I rotated it, and I applied
06:21a stroke to it, and I added a drop shadow is all maintained.
06:25This only works, by the way, with images, it doesn't work with text frames.
06:30If I had a text frame that was rotated and had a drop shadow that would be ignored.
06:34This only works for images because I have turned on Preserve Appearance, and it is the default setting.
06:41Relative to page, remember that was turned on.
06:43If I change the width of my window, notice how the image gets large and small, even though
06:52the type size is not changing, and that's a good thing. The element is staying relative
06:58to the width of the device at the user is reading your EPUB on, whether it's an iPhone
07:03or it's a huge tablet.
07:06Let's go back to InDesign, and we will export with somewhat different settings.
07:09I am going to replace this, and this time in image I am going to turn off Preserve Appearance
07:16from Layout, click OK. Oops.
07:20Look at that, it lost the crop, it lost the drop shadow, lost the rotation, it is actually
07:25sending the original image not the formatted one through, its still downsampling it because
07:31we did say 150 we didn't change that.
07:34But it's using the original image in the original dimensions.
07:37I can't imagine why you'd ever want this, to be this way usually you want to try to
07:41get to what you see is what you get, and you want it to maintain appearance.
07:46One last thing I want to mention about resolution is that the major eBook retailers have guidelines
07:51that you can download, and I'll be talking about that in a later chapter.
07:54And in those guidelines they talk about what kind of image resolution they require and
07:58what their maximums and minimums are.
08:01For example, the maximum image resolution for the iPad is 2 million pixels.
08:08You might think, 2 million pixels my images will never be that large.
08:12But let me calculator here and show you that if one side of image is 1200 pixels and the
08:18other side of the image is 1600 pixels which would be about a postcard size image a 300
08:24ppi, what is that equal? 1,920,000 pixels, so it's getting very close.
08:31And I personally have had books rejected from the Apple iBook store that I have uploaded for
08:36sale because a couple the images were over 2 million pixels.
08:39I mean if you had a full-page image eight and a half by 11, at a 150 pixels per inch
08:44that would deftly put you over the 2 million mark.
08:46So you would either need to go through all the images that InDesign exports and puts
08:50them to that EPUB folder, that we will look at in a couple of chapters and reduce them
08:55manually in Photoshop or if you have a huge image you could always change the resolution
09:01by selecting it and going to the Object menu, choosing Object Export Options and specify
09:08a smaller resolution for a particularly large image.
09:12I don't want to change the custom layout for this one so I am going to turn that off, but
09:16right now we're just looking at the rasterization.
09:19When you select an image, and you make changes in the Object Export Options dialog box, then
09:24those changes are specific to that selected image.
09:27When you go to Export the File to EPUB, let me to that one more time.
09:32Notice here in the Image dialog box that these settings apply to all your images except for
09:38ones that you applied Object Export settings to. We will accept for once that you have customized.
09:44If you want to ignore those customizations that you did, turn that on, it's not on by default.
09:49So usually I want to keep it off.
09:51I think this combination of a great set of defaults and the ability to override those
09:55defaults on an image by image basis, makes InDesign one of the best programs, and I think
10:01the only program around that gives you that much control over your images in your EPUBs.
Collapse this transcript
Setting image position controls
00:00When you have an image that's just floating on the page, it's not anchored in any text
00:05string like how this image is--just, you know, all by itself floating on the page--and you're
00:11exporting this thing to EPUB, how does InDesign know where to put the image?
00:15Now if you were watching any of the previous chapters you know where in the text flow it
00:20will appear. If you're exporting according to layout order, it will go according to where
00:24the frame in the left to right or top to bottom on the page, or if you're exporting according
00:29to the Articles panel, which I have already set up for this document.
00:33Mainly because I have two pages, we're going to look at Page 2 in a second.
00:37To be able to export to EPUB, just a portion of the InDesign document is you see me do
00:41in another videos a cool tip is to divvy them up into articles so that you can turn off
00:47Page 2 and turn on Page 1.
00:49So here you can see that there is a text frame and a text frame, and in the middle is our
00:53friend, the letter A.
00:55So that's going to be the order that it exports, but what I'm talking about is the position of the item.
01:00How does it know if it should be left, center, or right?
01:03It doesn't go according to where it is on the page, it goes according to the settings
01:09in Image Export options. So let's take a look.
01:11I'm going to export this to EPUB by pressing Command+E or Ctrl+E, and I already have one
01:17on my Desktop that will overwrite.
01:19The only thing I have changed here in a General pane is I have turned off the Cover.
01:23I don't really need to see one.
01:25And here in Image, all these settings are the same on the top, but here under Image Alignment
01:31and Spacing you can see I have been playing.
01:33The default horizontal alignment for floating images or stand-alone images is centered.
01:40And let's take a look, let's go head and export that right to EPUB, and there it is, you can see centered.
01:45Let's come back here, and this time change it to Right aligned, right here, right aligned,
01:54Export, there we go.
01:59Now it would be nice if InDesign could be smart enough to pick up where something was
02:02more or less aligned to, but it can't, not yet.
02:07So in this Export dialog box, as I mentioned in the previous video, this is where you would
02:12set the settings for the majority of the images in your publication.
02:17If you want most of them to be centered, then you set that as center here.
02:21If you want to overwrite that for a particular image, if you want a particular image to be
02:24left aligned or right aligned, then you would select that image in the InDesign document
02:30and go to the Object menu, go down to Object Export Options and turn on Custom Layout.
02:37Custom Layout section of Object Export Options let you set the alignment, the space above
02:41and below, and if there's a page break, and we're going to talk about these in a minute.
02:45So you can see the last time that I used this field, I actually set a space above for the
02:50image to be 20 pixels and the only measure that you're allowed to use here is pixels.
02:55If you try to type in 3p or 4i for 4 inches, you get yelled at. Invalid numeric value does not compute.
03:04I would show, we would just convert it to pixels, I don't know why it doesn't.
03:08Let's go ahead and take a look at this one then so I'm going to click Done, and when
03:11we Export to EPUB, notice that in this dialog box it to be right here, here it's set to zero,
03:19Right aligned, but here Ignore Object Export Settings is disabled, and that is the default.
03:26That's usually what you want.
03:27You want to honor any custom settings you apply to individual images.
03:32So you leave this disabled so that it honors that and then click OK, and it added some
03:39space above and centered it on the page.
03:43Let's go back up to Object Export Options, and we will turn off Custom Layout and export
03:50it once again without changing anything, and now it's using the default settings for all the images.
03:58Let's come back here again, go to Object Export Options to take a look at another setting,
04:04we will leave this at Centered, we don't need any space above or below.
04:08Actually, I think I might add a little bit of air below.
04:11I'll put 20 pixels.
04:13But this cool little thing here, Insert Page Break. If you turn this on, then InDesign will
04:18force the image to start at the top of the page because it will insert a page break before
04:23the image or it can be the very last item on a page.
04:27So if this thing is followed by a headline, you could force the headline to be at the
04:31top of the page or you could force an image to be all by its lonesome on a page by inserting
04:36a page break Before and After the Image.
04:39Now this does not add anything to the navigational table of contents, it doesn't split up the
04:45document or chunk it up into individual HTML files, all it does is it inserts the CSS code
04:51that is honored by most eReaders to Insert a Page Break Before or After or both.
04:56So let's say we will insert a Page Break Before. Oops.
05:00What happened to the image? Here it is.
05:05So there is plenty of room here, but the command forced a page break to appear right before this image.
05:12Now personally, I can't think of any situation where I want every single image to have a
05:16page break, so I would probably use the Object Export Options to on occasion force a page
05:23break before certain images.
05:24Like say before a chapter opener image or something like that.
05:28I'm going to turn this off, because I want to talk about one other thing having to do
05:32with page breaks, and that is here on Page 2. What is so special here about Page 2?
05:38Let me turn off the Articles panel for Page 1, because now we just want to export Page 2,
05:43which has two text frames.
05:46This is the continuation from the previous one, and it has an image right in the middle.
05:51This image has the magic size and the magic proportions, meaning that it will force iBooks
05:58to put it by itself on a page without using any page break code.
06:01It's in a ratio of 1.5, meaning the height is 1.5 times the width.
06:09If I select this, you can see under Width it is 300 pixels wide by 450 pixels tall.
06:15Now you know that the iPad has a much greater resolution than 300x450, so this is only
06:20going to work if your image is 150 pixels per inch or larger, which this one certainly is.
06:27But if you have an image in your eBook, and you want it to be by itself stand-alone on
06:32a page, you need to place it into an image frame and then set its width and height in
06:38pixels is what I did, but you can also set in points, which is the same thing if I switch to Points.
06:43If it's not exactly 300x450, no problem. You could make it any measure that you want
06:48as long as the scale is 1.5:1, and that the total number of pixels is at least 600 pixels by 900 pixels.
06:58If it's larger than that, don't worry about it, iPad and all the other eReaders will always
07:02scale the image to fit.
07:04But these dimensions, by the way, are specifically for iPads.
07:08Let's go head and export this to EPUB so you can see what I mean.
07:11I hit Command+E or Ctrl+E. Replace the existing one.
07:18I want to make sure that 150 is set up here, I don't need any Page Break Before.
07:24Now it looks like it's not working but that's because this is Adobe Digital Editions, let
07:29me move it over to my iPad so you can take a look.
07:32I'm using a cool utility called Reflection that I'll talk about in an upcoming video
07:37that shows what's inside my iPad on screen.
07:40So here is the eBook, let me tap it open it up and scroll back.
07:45So there is the text that was above that picture and then the picture all by itself and then the following text.
07:50So I didn't need to use any special page break code, I just needed to size my image correctly,
07:55and if I turn this to Portrait mode, you can see it still works that way too.
07:59So I get like a full bleed image. I'm swiping to go page to page.
08:04Now Apple is always tweaking iBooks, and it may come out with nine more versions of the
08:09iPad by the time you see this.
08:10But if you follow along with the forums and the a Twitter and Facebook groups that I mentioned
08:15in the very last video in this title, then you'll always be up to date with what would
08:20be the magic resolution and the magic width and height to create these cool full-page images.
Collapse this transcript
Working with PNG and transparency
00:00Let's talk about a new kind of image file format that InDesign CS6 now exports to the
00:06PNG, or PNG format, properly pronounced ping.
00:10It will only convert images that you have placed into InDesign into PNG when it exports to
00:15EPUB if the image is a vector image with transparency.
00:20I have just such an image open right now in Illustrators CS6, and if I swipe over this
00:25you can see all of its wonderful little vector outlines and the text The Roux Academy of Art,
00:30Media and Design is text on a path.
00:34Let's jump over to InDesign and place that logo on the page, so I'm going to File > Place
00:41in my Links folder in the exercise folder I have one. Here it is, roux academy logo_black,
00:49and we'll just click right there. It appears here in the Links panel.
00:55Now it's an AI file, and it has transparency, so it will be converted to PNG on export.
01:01Let's check that out. Go to Export to EPUB with Command+E or Ctrl+E, let's save it on
01:06the desktop. I have done this a few times, so we're going to overwrite one.
01:09We have turned off the cover image, really don't care about that for this test.
01:13But under Image you want to make sure that we have the default of preserve appearance,
01:19Resolution is 150 ppi, and by the way, when you have placed a vector image, InDesign will
01:24rasterize it on export to PNG. PNG is a raster file format.
01:29And resolution is set at 150 ppi, which is the resolution that InDesign will export this
01:36placed vector graphic to when it exports it to PNG, or to JPEG, whatever it is that you
01:42set, it will rasterize it to this resolution.
01:45But look down here under Image Conversion. It's set to be Automatic.
01:48Your choice is our GIF, JPEG, or PNG.
01:52I can't think of any instance where you'd ever want to actually select one of these
01:55things and say export everything as a GIF.
01:58Leave it at Automatic, and when you leave it at the default of automatic, essentially
02:02you're telling InDesign to export everything as a JPEG except for your placed Illustrator
02:06files, which it will export as PNGs.
02:09PNGs is good because the PNG format does support transparency. It's a paint image that support transparency.
02:16I have very seldom seen InDesign export anything as GIF unless you place the GIF in the first place.
02:22So I don't even know why it still there.
02:24Let's leave it at Automatic and let me check that everything else is set up right, and
02:29then we'll click OK, and there is our lovely logo.
02:34Now in the case of a vector illustration, you might want to increase the resolution of this
02:38a bit, so we can come back to InDesign and select this in the Object > Object Export Options dialog box.
02:47And for this one, we'll say we definitely want 300, but keep it as a PNG file.
02:53And now when we export to EPUB, everything will be exported at the default resolution
02:59of 150, except for that image because it is going to honor those object export settings,
03:05and it's somewhat better of a resolution.
03:08And if you want to see what that PNG file looks like, you could go into the EPUB and
03:11extract it, which I have already done. It's inside the exercise folder, and I have also put it on the desktop.
03:17First, the interesting thing is that InDesign will automatically name this according to
03:21a number. Why it name these PNGs according to number--each number of course is unique--
03:25I have no clue. Maybe this is the 1,101st time that it had to export as a PNG, I don't know.
03:32Every other image format, the GIFs and the JPEGs, the name is the same name as the file
03:37name itself and then when we open this up in Photoshop, you can see that it is indeed
03:47transparent behind everything else, so the file itself is transparent.
03:51Now that is going to be inconsequential until the user changes the background color of their eReader.
03:58And that is possible to do in Kindles and in iPads and in other eReaders.
04:03So it's something that you should be aware of. Let's take a look at this document on the iPad.
04:08I have put it on my iPad, and we're looking at what's on my iPad screen using this cool
04:13utility called Reflection ,and let me open it up, so you can see what it looks like.
04:18Looks great, right there on the page.
04:20But if I change the background color of this book by tapping the little A and big A and
04:26then tapping theme, right now we're looking at in sepia which is beautiful, here is the
04:31normal white, sepia is what we were looking at, but look at it in night.
04:37Oops, the black text drops out and in fact this is called out in Apple's Guidelines for
04:43Publishers, that if you are creating transparent PNGs to make sure that any black elements
04:49don't disappear in night mode, because a lot of readers use night mode and they complained
04:54to Apple that some of the important elements of graphics or charts dropped out. Let's switch
04:59back to InDesign see the fix for that.
05:02One thing that you can do would be to actually go to the original Illustrator file and change
05:07the color of the type to something like gray or tan so that it shows up both against the
05:12white background, the sepia background and a black background or you could add a white
05:18rectangle behind it, you can do it right here inside Illustrator or you can do it in InDesign
05:23simply by choosing to rasterize this object. Instead of saying Automatic, select these things
05:30and change the Rasterization from PNG to JPEG.
05:34I'm going to leave this at 300 ppi, and all we do is change the rasterization format.
05:41Let's export this one more time.
05:45There might be other vector illustrations that will be exported as PNG, because it automatic
05:50but that one will be converted as a JPEG.
05:53Looks the same in Adobe Digital edition, let's take a look at it on the iPad. Ah-ha!
05:58All right, so now it's got a white background.
06:02And this is actually what it will look like on a color Kindle Fire or any other color
06:06Kindle device is that though the Kindle does except the PNG files, it does not support transparency,
06:12so it will always put a white rectangle behind it.
06:15So there is nothing wrong with using vector illustrations with transparency, just make
06:19sure that there are no really important elements in there that are pure black that will be
06:24dropped out--or pure sepia for that matter-- that will be dropped out when viewed on a
06:28different colored background in the eReader.
06:30And actually, there is a very convenient way to test for that right here in InDesign, because
06:35you can change the color of the paper "The background color".
06:39Just go to these Swatches panel and double- click the Paper swatch, which is defined by default
06:44as 0% of all the CMYK colors, I'm going to make it 100% black.
06:48And now every background turns black as though you're looking at it in night view in the iPad.
06:56Now on the iPad your black text will automatically change to white, so don't worry about what's
07:01inside these text frames, but look at any graphics to see if there are important elements
07:06that are disappearing or dropping out.
07:08And if so just select them and then switch the Paper back to white and fix it, you know,
07:17rasterize it or fix in Illustrator and bring it back.
07:20You can even do the same thing if you wanted to test against sepia. You could approximate
07:24the sepia color, you could take a screenshot of the iPad in sepia background, place it
07:28in here, and pick up that way, all sorts of different ways.
07:30But sepia is usually like a mix of all the colors to make a brownish color, something
07:37like that, maybe not so heavy.
07:43And then if you have like an important vector illustration that have things colored in sepia,
07:48you could see if it's going to show up or not, or maybe just get a better contrast.
07:52So use that cool little ability to change the color of the paper itself, you do a quick
07:58preview of your transparent graphics before you export to EPUB.
Collapse this transcript
Creating a cover image
00:00It's important to create a really great cover for your eBook, because if you look at the
00:05Amazon Kindle Store or at the NOOK Store or the iBookstore, you can see that there are
00:10a lot of really neat looking cover designs.
00:13And even more so than going to a brick and mortar bookstore, people often choose an eBook
00:19based on its cover. I know it's horrible.
00:22So, you want to make sure that your cover stands out, and also that it doesn't contain too many details.
00:28There are specific guidelines that I'll be covering in an upcoming video while I talk
00:32about creating your eBook specifically for Apple's iBookstore and the Kindle.
00:36But for example, across the board, nobody wants to see, you know, 20% off on your cover.
00:42So, if you already have a cover that's been designed for print, you probably want to do
00:46a version of it just for the eBook. You want to simplify it.
00:50Remember, people are going to be seeing this on screen and sizes as small as like 1 inch
00:54across by 1 & 1/2 inches tall.
00:57Now on the other hand, when people open up the eBook on their eBook reader, they will
01:01see it at full resolution, kind of large.
01:04And the publisher guidelines do state that they want your cover image to be high-resolution, meaning 300 ppi.
01:10If you stick with the size that say, for example, 6x8, or 6x9, at 300 ppi you should be in good stead.
01:18It doesn't have to be those specific dimensions, but the Kindle, for example, once it leaves
01:23the 600x800 pixel image and actually with the release of the higher displays in the
01:28Kindle line, they prefer a book cover who has their one side is at least 2500 pixels
01:34tall, which works out to about 8 & 1/2 inches at 300 ppi.
01:39So, it's kind of a large image.
01:41Now, as far as InDesign is concerned, it's very flexible.
01:44You can use the first page in your document as the cover, like we have here and our friend
01:49Mona Lisa in front of her book about the History of Art.
01:52We could tell InDesign to convert this to a cover image, or we could create a cover image
01:57in another program and then link to it.
01:59If you want to use the first page of your InDesign document as the cover image, then
02:03there is an extra step that you probably want to do.
02:06You don't want to just go ahead with this one, for example, that is a background image
02:10and then a text frame on top and to go ahead and export this, because this is going to
02:15be included in the eBook itself.
02:17The cover image is a separate file that various eReader devices use to show the reader.
02:23Once they open up the eBook, they are also going to see this version.
02:27So, if you don't mind having a replica of the cover inside the eBook as the very first
02:32page--and in fact, lot of my clients prefer that when you open up the eBook across in
02:37a Table of Contents that they see the cover image, then you keep it here as the first
02:41page of the InDesign document, but you want to rasterize this.
02:45So, I'm going to select all the elements on the first page, and I have shown this in a couple
02:50other videos, but I will go through it one more time, select everything on that page,
02:56group it, then with the Group selected, go to the Object Menu > Object Export Options
03:01and Rasterize the group.
03:03So, this will only get rasterized when I export it to EPUB.
03:07While it's in InDesign, it's completely editable, which makes life so much easier than in previous
03:12versions of InDesign.
03:14As I said, you want to keep at 300 ppi, and the format should be JPEG, not GIF, and not PNG.
03:21Click Done, and now when we export it to EPUB, I'll press Command+E or Ctrl+E.
03:25We will get it out onto the Desktop.
03:28Right here in the General Panel under Setup, you can choose to Rasterize the First Page,
03:33which is what we are going to do.
03:35You could say None, which I have done for bunch of other videos.
03:37If you are just testing something, you really don't care about the cover, then you can just
03:41choose None, or you can choose an external image, which I'll show you in second.
03:45Right now, we are just going to rasterize the first page, and everything else can remain as is.
03:50I'll click Ok, and there it is opened in Digital Editions, lovely Digital Editions.
03:57Let's make this a little bit smaller.
03:59So, there is our cover that is actually replicated at the inside of this eBook.
04:04We're not looking at the actual cover, technically the cover of this eBook, we're looking inside it.
04:08So this is the first page, but because we have rasterized it in InDesign, it looks really nice.
04:13Otherwise, this text would have turned into text that appears up here.
04:17To see the actual cover, you'll need to use a different EPUB reader that can show you
04:21the cover of the EPUB.
04:22And you could do it with Digital Editions if you added it to the library.
04:25We're not really doing that here.
04:27Instead I'm going to put it on my iPad, and we'll see what it looks like on the iPad.
04:31We're looking at my iPad at my iBooks application using Reflection, the utility that shows you
04:36what's on my iPad screen.
04:38And you can see that there is the cover. I know it's kind of small, but there's a cover
04:41with History of Art, and it says Proof on it.
04:44If I tap it, and it opens up, then oh I didn't set anything to force Chapter 1 to start at
04:50the top of its own page, but you can see the cover is replicated.
04:53If I tap this to show the Table of Contents, in iBooks you will always see the replicated
04:59cover across from the navigational TOC, which I think is a nice touch. I like that.
05:04Many times your InDesign document will not have the cover as the first page, instead
05:09you will have a cover that the Art Department created in Photoshop or that an outside freelancer gave you.
05:14And in that case, when you export to EPUB, you choose to link to it.
05:19So I'm going to go ahead and do that.
05:20So, for the cover instead of rasterizing the first page, I'm going to choose an image.
05:25And I have a lovely work of art here called bookcover.jpg.
05:30And now we'll export to EPUB, and let's look at this in the iPad, and now the cover is
05:35that beautiful purple thing that says, My book.
05:38As an extra little bonus, you probably don't need it, but just in case, I created a Photoshop
05:43template for your book cover.
05:45Anybody who is ever used Photoshop before knows how to do this already, but I'm thinking
05:49that there might be some beginners that would appreciate something like this.
05:52Essentially, it's is a layered Photoshop file that just has a background and then a couple
05:56of text layers where I wrote My book by AM Concepcion.
05:59The main thing to keep an eye out for here is the dimensions of this file.
06:04It's 300 ppi, it's 6x8 inches, that should work for basically any eBook reseller.
06:10Then once you have created your own artwork on this template, to turn it into a JPEG you
06:15don't want to choose Save for Web, because that would reduce the image resolution to 72.
06:20Instead, you want to do a Save As and save it as a JPEG from within Photoshop.
06:26Let's put this on the Desktop and then here under Image Options you want to keep an eye
06:31out on the File Size, because if you left it at large file, this is going to be a 433K
06:37image, which is perfectly fine for iBooks.
06:41But if this is going to be for Kindle all images need to be below 127K, and so you can
06:47see with the Preview box turned on as you reduce the quality, and the file size gets
06:52smaller what happens to your image.
06:54So, this is a nice little feature in Photoshop that you can tweak it.
06:58Say for example, that I bring it down to under 127K, and I got some really bad artifacts
07:04happening here, I might cancel it and then edit what my book design looked like so that
07:09it looks really good for the Amazon Kindle Store.
07:11So you see, we're not reducing the resolution or the dimensions, we are just increasing
07:15the amount of compression to get this file size down.
07:20Whether you are linking to an external file, or using the first page of your InDesign document
07:25as your cover, InDesign has you covered.
Collapse this transcript
Adding video to the EPUB
00:00Getting a video and audio for that matter into your EPUB is quite simple with InDesign CS6.
00:08Yay! You don't have to do anything special to the exported EPUB in order for you to see
00:14the video and hear the audio in iBooks on the iPad.
00:18For other devices, you might want to test it out.
00:21For example, a lot of the Kindle solutions don't support video, maybe the device shows
00:26it, but the software does not or vice-versa, so it's more of a crapshoot where that's concerned,
00:31but if you're just trying to make rich media EPUBs to give away or sell on the iBook store,
00:37then you're in luck.
00:39I have opened a one-page InDesign file, and I want to place a video in here.
00:44Now the one thing that you want to do is make sure that your video is in the right format,
00:48and that is H.264, that's the encoding, save as an MP4 or MV, as in Victor 4.
00:57Now if you're like me, your camera saves videos as MOV files or maybe you have really old
01:03other format videos. What do you do? How you convert your video to H.264?
01:07Well, if you have InDesign, then you also have the Adobe Media Encoder, which I have queued up here.
01:14This is quite an intimidating little interface in my opinion, especially if you're not used
01:18to working with video like me, but it's actually quite simple for what you want to do.
01:23First, you just need to bring your video into this panel on the upper left. You can drag
01:27and drop it from the Finder, or you can just click the plus symbol, so I'm going to drag
01:31and drop it right from the Finder I think.
01:33I have this video that I took off of a boat of a pelican flying right by us, so it's really cool.
01:39So I'm going to drag and drop pelican.mov there, and then once you have it in what's
01:45called a queue, underneath where it says pelican.mov, you choose H.264 from the dropdown menu, it
01:53saying H.264 because that was the last time that I used so that where I set it to, but
01:57it might say AIFF or some other strange thing here, choose this regular H.264, then there's
02:03another dropdown where it says, how do you like it optimized?
02:07And I just choose a later version Apple TV, iPad at 720.
02:13If it's a high-def video, you can choose one of the high-def options as well, but I have
02:18had good luck with this one right here, and then this says where it's going to output it for.
02:23So you can see it's going to output as an MP4.
02:25If I want to export it to some other location, I can click here and choose a different location,
02:30and I can also change the name, but I'll leave it at that, and then you just click, go, do it, make it so.
02:39Yay, I love that happy sound.
02:42Right, so that's how you convert your videos to the right format, and I already have one
02:47that I want to use in this document that we have used at lynda.com for other things, that's
02:51called Glass_Blower_Master, it's a really neat movie, so let's bring that in.
02:56All you need to do in InDesign is place it as they were another image, so I'm just going
03:00to press Command+D or Ctrl+D, put it on my Desktop, we want to bring in Glass_Blower_Master.
03:05It's a good idea just to click it and let it come into its full size, and then you want
03:13to scale it to fit inside your text, so I'm going to hold down the Command+Shift or Ctrl+Shift
03:18on the PC and drag a corner, that's about right.
03:22I am watching the Width field in the Control panel, because usually a Width of 320 pixels
03:28across is kind of standard, so I'm going to go ahead and get there, that's close enough,
03:33and now just like any other image, you want to anchor it inside the text.
03:37So I'm going to zoom in here, and do I have a style for inline images?
03:46So I'll make one really quick, inline, and all I want to do is make sure that the first line
03:56indent is 0 and the Leading is Auto, good.
04:06Now I'm going to hold down the Shift key as I drag the anchor control so that anchor is at inline.
04:12Now before you export, you want to choose what's called a poster image. You don't want somebody to
04:16turn to this page in your eBook and see a black square, right?
04:19So you need to choose what's going to show up before they start playing it, and you can
04:23do that right here in InDesign.
04:24There is another panel that we don't have open right now in my EPUB workspace, if you
04:30do I work with videos, you probably want to add it to your EPUB workspace, that is the
04:35Interactive panel. You want to choose the one called the Media.
04:39They added the Media panel back in InDesign CS5, and it is so wonderfully useful.
04:44When you have a video selected, you can preview it right here in the Media panel, so I'm clicking the Play button.
04:54And it goes on, and it's all about this person that blows glass.
04:57Now what I want to do here is now just make sure that it's everything that I want in a
05:00movie, there is the correct movie, but also I'm going to choose a poster image from a frame.
05:04So that's just called the poster image, so I'm going to scrub through here, just drag
05:09it around and kind of like that one to use as the poster image.
05:13So when you find the frame that you want to use, when you have scrub to that right point,
05:17click this little guy over here, and that turns it into the poster image, wasn't that nice and easy?
05:22I love that.
05:23Now if you want to choose different controllers as well, meaning controls for pausing and
05:28fast forwarding the video, you can, but I found that the iPad automatically adds the
05:33controls that you need, so I think I might just choose skin over all and leave it at
05:37that, just in case they change something in the iBook software, at least we have a fallback
05:42of our own controls.
05:45And I'll turn on Show Control on Rollover so that it's not sitting on top of the video
05:49while it's playing.
05:50Let's export this to EPUB, I'll export it right to the Desktop, nothing special really
05:59that you need to do here, and I'm just going to click OK, it opens in Adobe Digital editions,
06:06which I does not know anything about video, so you can't preview it here, unfortunately.
06:10You can't preview it in the EPUB reader extension in Firefox either, you actually have to put it on the device.
06:17So I'm going to add it to my iPad. All right, let's see how it looks.
06:22I'll open up the proof, and there is our eBook, let me just flip the page, there is our video,
06:29and I tap the video, and it's playing.
06:40The controls that we see here are coming right from the iBook software.
06:45If I wanted to look at it full-screen I could tap this icon right here, and it would take
06:49over the entire screen, then I could click a Done button to come back here and watch
06:53it inline. I can't really do that in this cool software that I'm using, because it's
06:58using Airplay, so you could use Airplay to send it your TV, I guess, if you wanted to,
07:03but it also plays if I turn this portrait and start the video that way.
07:08Now if I wanted this video to be centered in the page, then I would edit the CSS.
07:12I will be showing you how do that later on in this video title.
07:17I can tell you that in previous versions of InDesign trying to get a video working in
07:22an EPUB was a hit or miss operation, but I think they have finally nailed it in InDesign CS6,
07:26quite simple to do as long as you have the video in the right format, you're good to go.
Collapse this transcript
6. Exporting to EPUB2 and EPUB3
Choosing general export options
00:00In this chapter, I want to go through each of the three panels in the EPUB Export Options
00:05dialog box so that there is one place in this title where all of these items are
00:11referred to or talked about. So let's start with the General Panel.
00:14We have been creating Version 2.0 EPUBs throughout the title, and we will be.
00:19That's currently the standard--well, currently it's the real-life standard, the theoretical
00:23standard is EPUB 3, which was ratified by the idpf.org, the people in charge of this kind
00:30of this thing about a year ago. And EPUB 3 is the future for EPUBs.
00:35It includes a lot more interactivity and facilities for rich media.
00:40Apple announced a few months ago that the iBooks application does support EPUB 3.
00:44And if you follow some of the blogs and forums that I'll be recommending that you follow
00:48in the very last video in this title, you will see that EPUB 3 and who supports it and
00:53who is doing stuff with EPUB 3 is a very hot topic.
00:56You can rest assured that any eBook that you create in EPUB 2 will be supported by EPUB 3
01:02readers anyway for the next few years, I'm sure.
01:05That's why the default is when you export to EPUB, you export EPUB 2 or 1.
01:09You could export to EPUB 3, that's a new feature in InDesign CS6, and I'll be talking about
01:14what's different in EPUB 3 in an upcoming video.
01:17This last element is I don't even know why it's there and nobody knows.
01:21I think that they meant to do something, but it's not ready yet, EPUB 3 with Layout.
01:26You see it has a big X, a warning symbol, and it's telling you it's an experimental
01:30format that they are working on.
01:32Hopefully, it will be something that's going to be around by the time CS7 or maybe CS7.5 comes out.
01:38And I believe it's going to include EPUB 3 and a lot of really cool rich media and liquid layout kind of rules.
01:45But for now, there's really, even if you created an EPUB 3 with Layout, even if you exported
01:50it to that, no EPUB reader could open it.
01:52So, they haven't even updated Adobe Digital Editions to support their own format, kind of crazy.
01:59Keep it at EPUB 2.
02:01Then going to Setup, we talked about creating a cover for the EPUB.
02:05You can choose to Rasterize the First Page or to link to an external image.
02:09If you want to create a nice navigational Table of Contents that links to different
02:14sections of your eBook then you would set that up by creating a TOC Style, and here's
02:19where you choose the TOC Style.
02:21And then this is interesting, you can create margins for your eBook.
02:25Now, there are some eReaders like the older NOOKs that really prefer that you added a
02:29page margin of 20 pixels at the bottom, and sometimes it was 40 pixels.
02:35And that was normally something that you could only do by editing the CSS file.
02:39If a device manufacturer has set recommended settings for margins, they will tell you, and
02:44this is where you would input it here.
02:46But in my experience, most eBook devices already impose their own margins.
02:50So there's really no reason for you to add them.
02:53And then the last part under Setup is Content Order, meaning as I export this EPUB,
02:58Anne-Marie, in what order do you want me to export all the content?
03:01Based on Page Layout, which is go to the first spread, take a look at what's on the far left
03:05and export that first and then go left to right and top down, or based on the Articles Panel or based
03:12on the Structure of the XML file?
03:14And all these I covered at some point in this title.
03:17Then under Text Options, what should it do with footnotes?
03:20Do you want it to place the Footnote After the Paragraph or at the end of the story,
03:24which is the HTML document?
03:26So, if it's chunked up into multiple HTML files, it will appear at the end of that HTML
03:32file where the footnote was referenced.
03:33In other words, when you use footnotes in your documents, they appear as endnotes at the end.
03:39They are linked, the reference in the text does linked to the endnote.
03:43If you think that's too far for somebody to go and they never going to be able to find
03:46the way back, you could choose to put it after the paragraph.
03:49So, the footnote appears right after the paragraph.
03:52And you can choose to have InDesign Remove Forced Line Breaks.
03:56And let's take a look at both of these.
03:57Let me just click Cancel, so we can see what we have here.
04:01I'm going to zoom in a bit.
04:02I added a footnote after this word platform, and if you weren't familiar with the platform, we can tutor you.
04:08Then I also added over here a line break.
04:11So, a line break is when you hold down Shift, and you tap the Return or Enter Key, and that
04:17just forces a new line, it's like a soft return.
04:20The thing is that some people do it only after a space or some people add a line return without any space.
04:26That is a kind of an issue.
04:27So, if I had this sentence, from concept development, I might hit a line break right here, looks
04:33like this little Allen Wrench.
04:35And now there is no space in between from and concept.
04:38Over here between the word through and sketching and the person apparently added a line break
04:42to prevent it from hyphenating-- I hate it when people do that.
04:45People do this a lot for print, and this is why you don't want to have it in the eBook.
04:49That's why InDesign offers it as an option.
04:52Because it is supported in EPUBs, and it will look like a soft line break, and it look really
04:56dumb, because you don't have the same column width, right?
04:59I'm showing you what it looks like if you use a space, and if you don't use a space,
05:03because what's new in InDesign CS6 is that it always replaces that forced line break with a space.
05:10In previous versions, it did not.
05:12So let's do both of these, and let's take a look at the EPUB after it exports.
05:17And honestly, I don't know what order this stuff is going to be in, but we'll take a look. All right.
05:22So here it is. Let's see if we can make this smaller, so we can get two pages, here we go.
05:28Designing a Basic Digital Character, here is our footnote, and the footnote was right
05:33at the end of the paragraph, and we said to put the footnote at the end of the paragraph,
05:36so it's right there. You don't even need that link.
05:38But imagine, if this is a really long paragraph and the reference was early in the first sentence,
05:42it would be nice to have that footnote right there after the paragraph rather than having
05:46to go to the end of this chapter.
05:48And we're not having any problems with removing the line breaks over here, because word added
05:54a space made sense, and if there are two spaces in a row then HTML automatically ignores two
05:59spaces and replaces it with one space.
06:01So, it's a nice little additional feature in InDesign CS6, to replace it with a space,
06:06so you don't end up with two words concatenated together, which is how it used to work in previous versions.
06:11The only time that you're going to run into a problem, though, is if you are using line
06:14breaks to break up URLs.
06:16So, it's going to add a space in that case, and that space will be maintained, because
06:21it's a single space. So you have to watch out for that.
06:23Let's look at the final two options here, actually there is three.
06:28Bullets and Numbers, this is normally--I always want to keep this set at the default.
06:33There is such an HTML entity known as an Unordered Lists and an Ordered Lists, it works automatically
06:38just like automatic bulleted lists and automatic numbered list works in InDesign and in Word for that matter.
06:45But if you don't want it to do that, if you want it to be straight text, you can choose
06:48to Convert it to Text, and this works just like how it works in InDesign when you convert something to text.
06:55Finally, you can choose to View the EPUB after Exporting, or if you really don't care what
06:59it looks like, you can turn that off.
07:01And those are the settings for the General Panel of EPUB Export Options.
Collapse this transcript
Choosing export options for images
00:00I don't think I need to go into a whole lot of detail with the Image Panel here in the EPUB Export options.
00:06If you want to learn more detail, definitely watch some of the videos in the previous chapter
00:10where I talked about all sorts of cool things that you can do with images and changing these settings around.
00:15But just to recap, let's run through them.
00:18First, the default is to preserve appearance from layout, meaning that when you export
00:22to EPUB, your images will look the same as they did in the layout more or less, but they
00:27will maintain the same crop, rotation if you applied any special effects to them like drop
00:31shadow, even Bevel and Emboss, all those kind of fun things will be carried through.
00:36If you turn it off, then it's going to ignore anything you did to the image inside InDesign
00:41and just export the entire image at the resolution that you specify, which brings us to this.
00:46Which resolution should the images be at in the EPUB?
00:49Any image that is currently over this setting will be down-sampled internally in InDesign
00:55when it exports to EPUB.
00:57If you don't like the way that InDesign down- samples images, that means reducing resolution, then
01:02you should down-sample them yourself in Photoshop, make them nice and sharp, get them exactly
01:07how you want, and then replace those images in InDesign with those, because if during
01:12the export InDesign encounters an image that's already 150 pixels or lower than that in resolution, it won't touch it.
01:20If it's 151 pixels or more in resolution, it's going to resample it down.
01:25150 is a good number for most EPUB readers.
01:29Do you want the image size to be fixed so that no matter what dimensions the screen
01:35reader is at, the image is the same dimensions, or do you want it to change relative to the page width?
01:40And the page width for the purposes of eReaders is essentially the same as the screen width,
01:45minus any margin settings.
01:47For images that are floating in the document, then in other words, they are not part of
01:52a text flow, but of course they will get exported anyway, how do you want InDesign to align
01:56them and do you want InDesign to add any spacing around it?
02:00What you set here will be converted to attributes for the div which is kind of like a block
02:06or a section that each image goes into.
02:10If you want all the images to be centered, then choose Center Alignment, and if you want
02:13space above or below, then you can enter a number in pixels here.
02:17You can also use InDesign to force an image to be at the top of the page by turning on
02:23Insert Page Break before image.
02:25Now remember, everything that you're setting here will apply to all the images in the eBook.
02:31So, here is where you should set some defaults.
02:33You probably don't want a page break before every single image.
02:37If you want certain images to have certain resolutions or alignments or a page break,
02:42you do that in Object Export Options before you export to EPUB.
02:46If you want your settings to also apply to anchored objects, then turn that on.
02:50Honestly, I have found iffy results with this.
02:53Usually, when you anchor an object, the alignment, for example, is governed by the paragraph
02:58style that contains that image.
03:01So, if the paragraph is left-aligned, then the image will be left-aligned, even if you said centered.
03:06I don't know if this is a bug or if I'm doing something wrong or maybe there's an update
03:10coming, but I would test this little setting right here.
03:13Image Conversion, you can place anything that you want into an InDesign file just as you
03:17would for print, all sorts of layered Photoshop files, RGB, CMYK, EPS files, other InDesign
03:24files, In Design will convert all placed and linked files to an image and what format
03:29should it export to. Automatic is the one to leave it on.
03:33And automatic means in real world that almost everything is going to be exported to JPEG,
03:37which is perfectly fine.
03:39If it encounters any Illustrator or other vector artwork that has transparency, then
03:44it will convert that to a PNG file, and it will rasterize that vector image according
03:50to this resolution up here.
03:52If you said for some reason that you want everything rasterized to a GIF, then what
03:57GIF options do you want honestly?
03:59I think this is probably like the appendix of the EPUB Export Options dialog box.
04:04I don't know when this was ever used or anybody who needs to change this, I guess leave it
04:09at Adaptive is fine, and Interlace.
04:11Interlace is just an old school setting for GIFs that are really large over very slow connection.
04:17Really does not make any sense for an EPUB since you're not going to see an image until
04:20the entire EPUB has been downloaded already. So, what difference does that make?
04:25If you say Automatic, then you can set your GIF options and also JPEG options.
04:29Now, this one does make a difference.
04:31You usually want to set your image quality at high or maximum.
04:35If you have a book with many, many images, you might want to reduce it just to keep the
04:40file size of the entire EPUB to a more manageable size.
04:43Can you just export the entire thing?
04:45Put it on your eBook device, see if the images are acceptable or not, if not, you can mess
04:50around with this a little bit more. The Format Method is kind of like Interlace.
04:54This just means that when the JPEG appears on the screen, if you choose Baseline, you're
04:59not going to see the JPEG until it's fully loaded into your device's memory.
05:04If you choose Progressive, you'll see a few lines at a time appear as it draws.
05:08In most cases, this is not going to make any difference.
05:11As soon as you flip to the page, the JPEG is there, the end.
05:14Now, if you have selected certain images in your document and tweaked their settings via
05:19the Object Export Options dialog box from the Object Menu, then these settings will not apply.
05:25The ones that you set in Object Export Options will apply.
05:28But if you want to override whatever somebody did to all the individual images, you would
05:33turn this on, Ignore Object Export Settings, and it would apply all these attributes to
05:38every single image.
05:40This is off by default, and it's normally what you want.
05:42So, lots of different options here for dealing with all your images.
05:45Again, if you want more information, take a look at some of the videos that I did in
05:49the previous chapter where I talked about working with all your images.
Collapse this transcript
Choosing advanced export options
00:00I think it's interesting that in CS6, InDesign renamed, or I guess Adobe renamed this InDesign
00:06panel to Advanced, used to be called Content, and some of this stuff over here was in the
00:12end, because I don't think a lot of the stuff is all that advanced, but anyway.
00:15So here we are at the Advanced panel.
00:18It's kind of just like a mish-mash of various different settings.
00:20But you definitely have to come here for just about every EPUB.
00:23For example, this is where you would choose to chunk up a long document to split it.
00:28And I talked about this in great detail in a previous video.
00:32But essentially, an EPUB is a series of HTML files.
00:36If you have one long InDesign document, it's going to export as one long HTML document.
00:41If inside that InDesign document, that one single document, you have multiple chapters,
00:46for example, or sections, you probably want each one of those sections to be a separate
00:51HTML file so that the first sentence or figure in them appears at the top of a page, for example.
00:56And here is how you can tell InDesign to go ahead and split up this document according
01:01to Export Tags that you added to a Paragraph Style, or you can select one paragraph style,
01:07for example, course name.
01:08If I selected that, InDesign would create a separate HTML file every time it hit on
01:14a course name until I hit the next one.
01:16But it would still end up as one EPUB, just multiple HTML files, which makes it a lot more
01:20powerful and flexible when you are working with the EPUB.
01:23But we're going to leave this at Do Not Split.
01:27EPUB Metadata, I talked about in a previous video that you really need to include a metadata
01:32with you EPUBs in order for them to be valid and also, of course, for people to be able to
01:36find your EPUB because a lot of people will search according to the metadata in your EPUB.
01:41Some metadata you add in the File > File Info dialog box over here, other metadata you add here.
01:49The publisher is pretty obvious. It's the name of the publishing company.
01:53Then the Unique ID is an interesting field.
01:57Every EPUB has to have a Unique ID in its Metadata section, which is inside an XML file
02:03contained in the EPUB called content.opf. Normally, what goes here is your ISBN number.
02:09If you have an ISBN number, and I'll be talking about how to get one of those, you would put that in here.
02:13That is the unique number just for your EPUB, and you can use the same ISBN number every
02:18time you export this to EPUB.
02:19Of course, you would use a different ISBN number for other EPUBs.
02:23If you don't have one yet, then InDesign will automatically create a unique ID.
02:28And if I deleted this and choose to export, it would yell at me, because it's empty.
02:32Do you want to generate one? I am like okay, go ahead and generate one.
02:36In CSS options, now Include Style Definitions is turned on.
02:40If I turned it off, you would still get a CSS file.
02:43I'll show you this in an upcoming chapter when I talk about editing CSS and HTML.
02:48But in InDesign CS6, every EPUB automatically gets a CSS file. That is new.
02:54And the default CSS file that's generated just is very short and has some basic settings.
02:59Normally, you'd always want to include your own style definitions so that your paragraph
03:04and character styles are converted to CSS styles.
03:08Do you want to preserve local overrides? That means manual formatting.
03:12If you say yes, then you'll get a much closer representation in your EPUB according to what
03:17your book looks like, especially if you have used a lot of manual overrides.
03:22However, it will be quite difficult to edit just because there's a lot of extraneous code in there.
03:27Most professional eBook designers will remove all local formatting in the InDesign document,
03:33and only use styles, and so they will turn off Preserve Local Overrides.
03:37That's the best way to go for just about any kind of publishing venture, whether it's digital or print.
03:43Do you want to include any fonts that you're using that are allowed to be embedded?
03:47I talked about this in a previous video. But if you want to, just turn it on.
03:51And if you don't want to include those fonts, and you want to use the EPUB's defaults which
03:56the EPUB devices really prefer that you do, then you can just turn that off.
04:00Even if you do choose to include embeddable fonts, there is no guarantee that the user
04:05who is reading your EPUB will switch to a different typeface, which is very easy for them to do.
04:09Now, in addition to the default CSS that InDesign creates, whether it's short because you did
04:16this, you turned off Include Style Definitions, or it's long because you said also add my
04:21style definitions, you can attach other CSS files, which is really cool.
04:26I'll be talking about that in more detail later as well.
04:28But essentially, it just allows you to add a style sheet.
04:31So, if I click Add, and I have another stylesheet that my client gave me or that I created or
04:37that I'm using for a series of books.
04:39I can select it here, and it will add it to the EPUB, and every HTML file that gets exported
04:45will link to this as well. You can add multiple style sheets if you like.
04:49Now, the JavaScript Option is grayed out only because I'm currently set to create an EPUB 2 document.
04:56EPUB 2 eBooks do not support JavaScript.
04:59But if I switch to EPUB 3, it is one of the features of EPUB 3 is that you can add a JavaScript as well.
05:05Now, you can't really see what happens with the JavaScript in InDesign, you have to test
05:09it in an eBook reader, but here, since I choose EPUB 3, I can grab this.
05:14Now this is not a real JavaScript, so I'm not even including anything like this in the exercise files.
05:19This is just a file that ends with .js, so it's JavaScript.
05:23And like the CSS files, when you export this to EPUB 3, InDesign will kindly link every
05:28HTML file that it exports to this JavaScript file so that as you add JavaScript tags later
05:34when you're editing the EPUB, it will know what to do because it will be linked to this
05:39JavaScript file, and it will work perfectly, of course, in all of your EPUB devices that
05:43support EPUB 3 and JavaScript.
05:45So, assuming that most of your EPUBs are going to be EPUB 2, let's go back here to EPUB 2.
05:51Most often, you'll be going to the Advanced section to change some settings with CSS such
05:55as turning local overrides on and off, and to double check if a document is splitting or not.
06:01And like all the other panels, the settings that you make here are sticky, so the next
06:04time you export the same document to EPUB, these settings will be remembered.
06:08So you don't have to keep coming back here and resetting everything all the time.
06:12There you have it, the Advanced settings.
Collapse this transcript
7. Previewing and Validating EPUB Files
Previewing EPUBs on your computer
00:00Did you know that almost half of all eBook readers read eBooks on their computer as opposed
00:06to a dedicated eReader or a Tablet or a smartphone?
00:09Well, that's according to some recent research by the Pew Research Centers Internet and the American life Project.
00:1642% of the respondents said that they read eBooks on their computer.
00:21So it's always a good idea when you are creating EPUBs to preview them in a software program
00:26that runs on your computer as opposed to previewing them in iBooks or on the Kindle.
00:31Now I will be talking about previewing for iBooks in the next video and talking about
00:37all the different apps that you can use to preview for Kindle in the chapter where I
00:41talk about Kindle and converting your EPUB for other platforms.
00:44But I want to run through some of the major software programs that you can try and download
00:50to your Mac or PC to check out the EPUBs that you are creating, both for EPUB 2, and I'll
00:55show you a couple that will work for EPUB 3 as well.
00:58The one that we have been working with in most of the videos is this, what we're looking
01:02at right here, Adobe Digital Editions.
01:05Adobe Digital Editions is kind of ubiquitous because it is the program that is tied into Adobe's Content Server.
01:13If you have ever downloaded an eBook that has DRM, Digital Rights Management, applied to
01:18it like say you borrowed a book from the library or you got something for a NOOK reader, they're
01:23all using the Adobe Content Server DRM technology and Adobe Digital Editions, the software is
01:30basically where you check in your book.
01:33If you downloaded something from the NOOK Store on your computer, you would have to
01:36open it up in Adobe Digital Editions first to check it in before you could add it to your NOOK device.
01:43If you go to adobe.com and just search for digital editions, you are going to be brought to this page.
01:48Making Reading an Engaging Experience, Installed Digital Editions, so if you don't have ADE,
01:55and I often encounter people who are creating EPUBs, they are like I don't have ADE installed,
01:59then this is where you would get the default one.
02:02I find that it does a better job of accurately previewing on-screen what's going to appear
02:07in most other EPUB readers, especially iBooks.
02:10It's not perfect as you can recall from some of the videos where I showed how different
02:13some things look likely the backgrounds of tables, for example.
02:17After Adobe Digital Editions, probably the program that I use most often, and that I
02:21think a lot of end-users will be using is Firefox's EPUB Reader plug-in.
02:26I switched over to the Firefox browser and with this plug-in installed, you can just go
02:31to the File menu, choose Open File, and then navigate to any EPUB that you have on your
02:38hard drive, and it will open up, as you can see.
02:40On the left is the navigational TOC, and then you can use the buttons to scroll left and right.
02:46It does quite a good job of previewing your EPUB, I think even better in many ways than Adobe Digital Editions.
02:53However, it is not a stand-alone program, it's something that you have to install in
02:57a browser and then open from that browser.
02:59I have the home for EPUBReader queued up here in Safari.
03:03Essentially, if you just search for the EPUBReader extension or plug-in for Firefox, you'll end up at this page.
03:1075 users give it 5 stars, that's pretty good.
03:13A number of users who are early adapters of the eBook reading experience are very
03:19fond of Calibre, and it's not pronounced Calibre, its Caliber.
03:23So if you just search for Calibre on the net, you'll see it is a free program that's available
03:29for Mac, Windows and Linux, created by this wonderful guy name Kovid Goyal, and it provides
03:35a lot of support for Calibre users, by the way, in couple of the forums that I'll be talking
03:40about in the last video in this title, Next Steps.
03:43Essentially, you add your eBooks to the Calibre library and then when you double-click one,
03:48like I'll double-click on Alice's Adventures, it opens up in a separate little sub-program
03:53that is just for reading the EPUB.
03:59And like a regular EPUB reader, it gives you the impression that it's swiping left and
04:03right or you can scroll down and up.
04:08Now I know a lot of eBook producers and designers also use Calibre to convert files from one
04:13format to another, like you can use Calibre to convert an EPUB document into an Amazon
04:18document to a Kindle file, and it can convert HTML files into EPUB files and all this will
04:24work as long as there is no DRM applied to the existing EPUB file that you're trying to convert.
04:31But that's really not the focus of this video or of this title. I really don't recommend
04:35that you use Calibre as your eBook production and editing tool only because there are many
04:41times when the code that it adds will make it invalid or if you try to upload a file
04:47that's perfectly valid, sometimes it gets kicked back and even on Amazon's Kindle site
04:52it says please do not use Calibre to convert for us.
04:55I don't know why. I think as long as you can open it up on the Kindle, works fine, but
04:59they don't want you to sell it on the Kindle Store if it's been converted with Calibre.
05:04So it's great for personal use, but not really for professional, getting an eBook ready for a reseller.
05:10But because there are so many people who are using Calibre to manage their own personal
05:15library of eBooks, it's a good idea to check out what your EPUB looks like in Calibre 2.
05:20There is an online EPUB reader that has a beautiful job called Ibis Reader, and if you just go
05:26to ibisreader.com, it lets you upload all of your EPUBs and then read them right here on-screen.
05:33So that's really nice because it means no matter where you are as long as you have Internet
05:36access, you don't need to bring along your eReader device or any of your eBooks.
05:41They're stored in the cloud, and you can read them using any browser by just going to ibisreader.com.
05:47This is also a free service, and the only aggravating part about it is that you'd have to upload
05:51your eBook, if you already have it. You can't just read it, view in your browser, you have to upload it.
05:55Now if you are in a Mac, you're in luck because there is a new app, not too expensive, called Bookle.
06:02It's extremely simple and doesn't have a lot of bells and whistles, but it works as a
06:06stand-alone EPUB reader, Mac-only at this point, and here I have queued it up, and I have opened
06:11up Alice in Wonderland.
06:14It does not do side-by-side pages, it only lets you read an eBook by scrolling.
06:22So here's The Pool of Tears.
06:25It does a very good job of supporting the EPUB 2.0.1 standard, not quite ready for the
06:30EPUB 3 yet, though. You can get Bookle by going to the app store.
06:35None of these apps that I have showed you so far though support EPUB 3, and if you are
06:41venturing into EPUB 3 territory, and you want to preview it on your computer, there is really
06:46only one solution that I know of, and it's not really for the general public, it's the
06:50Chrome extension called Readium.
06:53I'm switching over to Chrome, and you just do a search for the Readium project, and you
06:57can download Readium and install it. It only works in Chrome.
07:00It works both on the Mac and the PC.
07:03Readium works with both EPUB 2 and EPUB 3, but most people are using it to test out EPUB 3 eBooks.
07:10It also works with fixed layout EPUBs.
07:13If I add an item, and I'll choose it from my local hard drive, here is Lost Highway,
07:25this is a fixed layout EPUB and what it has to do is it extracts, it sort of pulls apart
07:30everything inside that EPUB and then puts it back together for the eReader.
07:36Using Readium, you can preview things like video and sound, you can preview fixed layout EPUBs.
07:43I believe that they have just released a new update that lets you preview Read Aloud EPUBs,
07:49and upcoming features will include the entire pantheon of EPUB 3 features such as, you know,
07:54JavaScript and MathML and so on.
07:57But here is the fixed layout EPUB that I did for another title here at lynda.com, and it
08:04does a very nice job.
08:06So ladies and gentlemen, there we have it. It is a motley crew at best, I can say.
08:12Mainly on the desktop, you're using ADE to preview your EPUBs, and you might want to
08:17check them out also in Firefox and in Calibre because your customers might also be reading your EPUBs there.
08:25But if you're creating EPUBs for sale in the iBookstore or the NOOK Store or the Kobo Store
08:31or the Amazon Kindle Store, then the best place to preview your EPUBs as you are working
08:36is on those devices.
08:38Unfortunately, only a few of those device manufacturers have software that runs on a desktop, and
08:43I'll be talking about those in the chapter when I talk about converting your EPUB for other eSellers.
08:49In the meantime, it's a good idea to stay up to date on what's happening with each of
08:52these programs updates, and if you run across any kind of EPUB reader that runs on a Mac
08:58or Windows that I haven't shown you here, please by all means contact me. I'd love to check it out.
Collapse this transcript
Previewing for the iBooks app
00:00It's killing me that after all these years of doing EPUBs for iBooks that Apple still
00:05has not released any kind of software that runs on the desktop for Mac or Windows that
00:11lets you proof what your eBook will look like in iBooks.
00:15Kindle has that software, the Kindle app for the Mac or Windows, and so does the NOOK, and
00:20so does Kobo and many other devices, even Sony has a reader, but iBooks does not.
00:26If you go to the App store, and you type in EPUB--which I do probably at least once a week
00:31to see what's new from Apple regarding EPUBs or any developers who are listing there--always
00:36searching for one called iBook Preview or iBook for Mac, but no, it's not there.
00:41Lots of other very interesting ones that you should take a look at when you get a chance.
00:45The closest thing that we see that has iBooks in the title is iBooks Author, which is another program entirely.
00:51It's for creating eBooks in the iBooks format.
00:54And I know that it gets very confusing, but it has nothing to do with proofing your EPUBs
01:00in the iBooks app for iOS.
01:03lynda.com has a great title here, by the way, on how to use iBooks Author.
01:07So what are we left with?
01:09If you want to proof your EPUB on the iPad, you need to get it on the device, right now
01:13there's no other solution.
01:15I am going to show you four different ways that you can do so.
01:18Let's start with the way that's accessible to anybody and costs nothing, and that is by using iTunes.
01:23I guess you could call it the official way.
01:26You download iTunes for the Mac or for Windows, log in, and then you plug in your iPad and
01:31your iPad will appear as a device here.
01:34Then you take the EPUB that you have created, and I have created a bunch of saved one on my
01:38desktop, and you add it to your iTunes Library, and then you'll be able to sync it with your iPad.
01:44So if I go to the File menu, and I choose Add to Library, and I locate an EPUB that
01:50I have created that I want to preview, I select it, click Open, it appears in my iTunes Library,
01:58right here, here is one that I was playing with earlier.
02:01And then on the iPad, I would go to Books, turn on Sync Books, and it's saying are you
02:07sure you want to do that, of course, I don't want to do that because this computer is not
02:10my main computer, and I don't want to sync this computer's collection of books with my iPad.
02:15So I am going to click Cancel here.
02:17But what you would do would be to turn on Sync Books, and then you could choose which
02:21books you want to sync, it would be History-of- Art, and then you could switch to the iPad, see
02:26the History-of-Art eBook. Oh, I got something wrong.
02:29And then you would start all over again.
02:31You go back to InDesign Export, make your change, export back out to EPUB, come back to iTunes,
02:38add that new version to iTunes, sync again, take another look at the iPad.
02:44So it's possible to do. I would recommend, though, that if you're going to use the iTunes
02:47route, that every time that you export a new version of your EPUB that you would change
02:52something in the metadata because that will help you to avoid any caching issues that
02:57the iBooks app sometimes has where it remembers a previous version and refuses to show you
03:02the changes in the new version.
03:04So change like the title or the publication date or something like that.
03:08As you can imagine, that takes a heck of a long time to use iTunes, but it's doable.
03:13What I vastly prefer, but it's not open to everybody is to use the Apple secret application called Book Proofer.
03:20You may have heard rumors of this. I am here to tell you, it's true, it does exist.
03:25But it's not available publicly.
03:27The only way to get this free app is to sign up for an account with Apple as an iTunes
03:33Connect Publisher, and it can't be the free kind of publisher where you can only upload
03:37books that nobody has to pay for, it has to be the paid publisher where you have to give
03:42Apple some of your financial information like your Social Security number or FEIN, your
03:47bank account, that kind of stuff.
03:50It is free to do to set this up, and it only takes a few minutes.
03:53I'll be talking about this in more detail in an upcoming chapter.
03:57But once you sign up for a paid iTunes Connect Publisher account, this is one of the cool
04:02tools that you get. Let me show you how this works.
04:04You plug in your iPad or any device, they would all appear here, you start a Book Proofer.
04:09And then you can just drag and drop from your computer right on to Book Proofer, and you
04:18say Sync that with my iPad. And it is adding it to the iPad.
04:25And now using Reflection, which is a cool utility that shows you what's on my iPad, on the screen
04:30you can see that there is the eBook right there, so I can tap it and open it, and that's
04:35really easy to be able to proof the book that way.
04:38Well, what happened to my text? That looks kind of weird.
04:41I am going to go back to the library. Let me show you something else that's pretty neat with Reflection.
04:47Here in InDesign, I am going to export this very simple EPUB out to the desktop, testing.epub,
04:57and it opened automatically in Adobe Digital Editions.
05:00But here I am going to go to Finder and queue up Book Proofer and drag testing right
05:05up here to this magic square, where it syncs so you can see what it looks like, it's been
05:11added automatically, I open it up, and it says My Beautiful Test EPUB, then say, oh,
05:17I didn't want to have the word Beautiful in there, that was kind of silly, so I am going
05:19to go back to InDesign, delete the word Beautiful, export right to the same place to my Desktop,
05:25overwriting the existing one, the thing is that Book Proofer is remembering where this is.
05:31So it's going to automatically sync again, and if we switch back to Reflection, and I
05:37tap the book, there it is. Very slick, I love that.
05:43So I do talk about signing up for a free iTunes Connect account in an upcoming video, pay
05:47attention because it's definitely worth it.
05:50I have two utilities that are also very useful for proofing EPUBs on the iPad, they are right
05:55up here, Phone Disk, and Dropbox.
05:58I think I could devote an entire movie to each of these.
06:01So I am just going to go over them briefly and leave it up to you to download and experiment with them yourself.
06:07But let me tell you about Phone Disk first of all.
06:09It is a free app that you can get from macroplant.com.
06:13They have recently discontinued it and they're selling a new paid app instead, but as you
06:20will see on their website, you can still download it from their Downloads page.
06:23It's for the Mac or Windows, and what it does is it mounts your iPhone or iPad on your desktop.
06:29Normally, they don't mount, but you can see I have my iPad plugged-in.
06:33And because that I have Phone Disk running, I can see the contents, right here.
06:37So I would still need to add the EPUB to my iPad the normal way via iTunes, for example,
06:43but once it's there I can locate it inside this Books folder and then edit the contents
06:49of the CSS file or the HTML file.
06:54And then when I save my changes, it's actually saving the changes to the iPad.
06:58I can switch back to my iPad in iBooks and close the book and open it again, and I will
07:04see the new changes or quit out of iBooks. Once in a while I found I have needed to do
07:08that and open it again, because I run into the caching issue.
07:12The only problem here is trying to figure out which of these coded EPUBs is the one
07:17that you just added, because you can see that as soon as you add an EPUB, internally the iPad expands them.
07:24It's no longer a zipped EPUB, and it gives them this code name.
07:27But you can do things like change the view to most recent so you can tell sometimes that
07:32way which one is the most recent book you're working with, or you can expand some of these
07:38and look through images or you can actually open up the PLIST file which gives you a text
07:43listing of all of the codes and the titles for the EPUBs.
07:48Now the last way that I want to mention is by using Dropbox.
07:53Dropbox is a free utility.
07:54Go to dropbox.com and install on your computer, Mac or Windows, and on any iOS device.
08:01And the idea is that you sync an EPUB to Dropbox.
08:04So, for example, here's my Dropbox folder on the desktop, and then you make a folder
08:10inside your Dropbox folder called EPUBs, so you directly export from InDesign to that
08:16Dropbox folder just for your EPUBs.
08:19And the reason is that then on your iPad to which you have already installed Dropbox, and
08:25you switch your Dropbox, go to your EPUB folder-- now this is not the same Dropbox account that
08:30I have on the lynda.com computer, but I think you will get the idea.
08:34Once you boot up Dropbox, you see a list of all of your folders.
08:38And you select the one that you are using for your EPUBs.
08:41It shows you a list of all the names, it doesn't actually download the EPUB until you try to open it.
08:45So you select it, and you can see that Dropbox is telling you, hey.
08:48I don't know how to open up this file.
08:50And you tap a little icon up right, and you say open this in iBooks.
08:56And then it jumps over to iBooks, and it opens it up.
08:58So this is just some file that I was testing.
09:00Of course this eBook looks perfect to me, but assuming that there is a problem, I would
09:04just go right back to InDesign, make my change, re-export to that same Dropbox folder, right
09:10to my EPUB folder and then back on the iPad, unfortunately it's not as slick as Book Proofer.
09:16It won't automatically refresh right here in iBooks.
09:20Instead, you just have to make a quick jump back to Dropbox where it refreshes here and
09:24the latest version will appear here, and then you can once again say open that guy in iBooks.
09:30So it's not quite as smooth as Book Proofer, but it's free, and it doesn't require anybody
09:34to register for any account.
09:36So there you have it, four different ways to get your EPUB onto the iPad for proofing.
09:42And hopefully, one day Apple will release an app that will run on a computer so that we
09:47don't have to go through all this rigmarole.
Collapse this transcript
Validating EPUB2 and EPUB3 files
00:00You may remember that in one of the first movies in this title, I talked about the InDesign
00:05to EPUB workflow, and we see these little check marks all over the place.
00:09Now, I mentioned back then that these check marks stand for validating the EPUB.
00:15And I suggested that you validate throughout the proofing and editing process, and then
00:20you do one final validation before you upload it.
00:23So, that's what I want to talk about in this video in depth, what is validation, and how do you do that?
00:29Validation is when you submit your EPUB to a program that looks inside the EPUB and checks
00:36to make sure that it's following the rules. What rules?
00:39The rules set forth by the International Digital Publishing Forum, idpf.org.
00:45They have created a set of rules or standards for both the EPUB 2.0.1 format, that is the
00:53format used by the vast majority of eBooks out there now and in the near future, and
00:58for the recently agreed upon standard of EPUB 3.
01:01So, things like, if I open up OPF 2.0.1, and I scroll down and then just tap one of these
01:12rules, it explains to me, for example, that how the title of a publication should be included in an EPUB.
01:19Specifically, this part of the rule is describing the contents.opf file, which is one of the
01:25component files of an EPUB, in its section on metadata, what are the required and optional elements?
01:32And one of the required elements is a title.
01:35The title has to be spelled out in between these two tags.
01:39So, there are many rules for all different aspects of an EPUB, both for version 2 and
01:44version 3 of the spec.
01:46And any major reseller, like Apple and its iBookstore, or Amazon and the Kindle Store,
01:51or the Nook Store, or even an aggregator like companies that help you to distribute your
01:56EPUBs, will require if you're submitting an EPUB that it be a valid EPUB.
02:01They want to make sure that it adheres to all these rules.
02:03Now, I said it before that you submit your EPUB to a program to validate it, and by program,
02:09I mean the actual piece of software.
02:11The software is called EpubCheck, and it's currently stored as a project here at code.google.com.
02:19It's called EpubCheck, and it checks both 2.0 and 3.0 specs, the same bit of code.
02:26This code, as you can see, is not a nice little program. It's something that you run in the command line.
02:34So, that would be like in Terminal on Mac OS X. It's not a nice graphical user interface.
02:41It has to be run as a Java server-side web application or used as a Java library.
02:46Now, if you are a high-volume eBook production and design house, you probably already have
02:52a code geek who understands exactly what this is about and can install it.
02:56You can use that as your validation tool.
02:58And if you know a little bit about Terminal, you can figure this out as well.
03:02If you don't want do with this, there are a couple of other options.
03:05First of all, there is a free online validation tool called EPUB Validator that is hosted
03:12by that same organization.
03:14Go to validator.idpf.org, and you can upload a file, and it will validate it or not validate it for you.
03:22It says your file must be 10 MB or less. It also doesn't want you to abuse the site.
03:28So, as you see down here, if you're creating commercial EPUBs in volume, please install
03:32the EpubCheck program code rather than using the site.
03:36But essentially, you just choose the EPUB, click Choose.
03:38I have one on my desktop called History-of-Art-test.
03:41I will go ahead and upload it, and then you click Validate.
03:45And through the magic of video editing, we're going to zip to the end, but this actually
03:48just takes a minute or so. And uh-oh. Our EPUB version 2 has a problem.
03:54The following problems were found in this document.
03:57It's a warning. That means that we're missing something that should be there.
04:02If it was an error, that means that there is something completely broken, and the file
04:07that has the problem is content.opf which is inside the OEBPS folder, and we're going
04:13to take a look at that in a second.
04:15On line 6 in position 24--is that exact enough for you? Is missing a title, and that is one
04:20of the requirements for a valid EPUB is that you have to have the title metadata, and I
04:24talked about this in the Metadata video.
04:26Now, if you don't want to upload your files to the validator, or if they're larger than
04:3110 MB, which can often happen, there is another option, and that is to use one of these wonderful
04:37AppleScripts that I found on the mobileread.com/forums.
04:41I'm including them in the Scripts folder in the exercise files.
04:48And the one I'm talking about right here is called epubcheck_3.
04:52It only runs on a Macintosh because it's an AppleScript.
04:55But assuming you have it, all you need to do is drag and drop your EPUB right on top
05:02of the EpubCheck app, and you see that we also get the same warning here, this file
05:08right here, content.opf, is missing the title element, bother.
05:12How do we fix that?
05:14Well, you can fix that either by editing the EPUB itself, or you can do it in InDesign.
05:19Let's take a look at the EPUB first because I already have it open.
05:22I have already expanded this into its component files.
05:25So here, you see the OEBPS folder.
05:28And if you're not sure what all these files are, in the next chapter of this title, I
05:33will be discussing all of these.
05:35But here is our friend the content.opf file, which I have open already in Dreamweaver in
05:41Code View, content.opf.
05:44You can see here that the title is empty. Line 6, position 24 I suppose.
05:49So, we can add the title here, History of Art, and then save it and then recompile or
05:57compress this back into an EPUB, or it might be even easier just to do it in InDesign.
06:02So, in InDesign, you add the title of your publication in File > File Info.
06:08So I will go to File Info, and I'll say History of Art, just add the title.
06:15Then I will export to the desktop. We'll call this test2 and save.
06:23Then in the Finder, I'll drag and drop History-of-Art- test2 onto EPUB check app, no errors, so it's fixed.
06:32The EpubCheck_3 app checks both version 2 and version 3 EPUB files that they conform
06:39with the rules according to the idpf.org.
06:43As I said in that earlier video, you want to validate at numerous points during the
06:48eBook production process.
06:50Definitely, as soon as you export from InDesign, run it through the Validation Checker either
06:55online, through the Google Code, or with that app, because you want to see if there is something
06:59that you did wrong in InDesign.
07:01InDesign is perfectly able to create a valid EPUB for EPUB 2 or EPUB 3.
07:07That way, when if you start tearing it apart and editing it, like we're going to be doing
07:11in the other videos in this title, you can tell that if it's something that you did after
07:16InDesign created it, broke the validation, or was it something back in the InDesign land?
07:20So, validate early and validate often, and always as the last check before you upload
07:25it for resale, do a final validation.
Collapse this transcript
8. Editing EPUB Files for Functionality
Getting inside an EPUB file
00:00So you have done all you can in InDesign,
00:03you have exported it to EPUB, made sure it's valid,
00:07but there's still something that you need to change, there is something you want to edit.
00:11You know you can open it up in ADE and proof it on the iPad or whichever device you're going to be using.
00:17And maybe you want to change something here in the Table of Contents in the navigational TOC.
00:22Maybe there is a link that you want to add or remove.
00:25Maybe you want to change the CSS.
00:28There are something that you can do it InDesign and some things that are just really difficult
00:33or impossible to do in InDesign that you can only do by editing the HTML, CSS files,
00:38or other component files inside the EPUB.
00:40So, the question that we're confronted with is how do we get to the files inside an EPUB?
00:46If you recall from an earlier video, I mentioned that an EPUB is a collection of files, kind
00:50of like a miniature website.
00:52And they're all compressed into a zip file that is masquerading as an EPUB.
00:57And if you you're on Windows it's very simple to extract those component files just as you
01:02would extract any zip file.
01:04You would just select the zip file, right- click and choose Extract All with unzip, or dzip,
01:09or 7zip or whichever kind of utility that you have.
01:12You can't do that on the Macintosh, though. You can change the extension from .epub to zip.
01:19I'm going to Use zip, and this is what you will be doing on Windows and in that Windows
01:22you can just right-click and decompress it.
01:24But on the Mac if are accustom to double- clicking this to unzip it, it doesn't quite work.
01:29It just goes into this endless loop.
01:31Now, there are UNIX command line commands that you can use in Terminal on the Macintosh to unzip an EPUB.
01:38Let me trash this and rename this back to EPUB.
01:44Instead, I like to use this utility called EPUB UnZip, and I have included this AppleScript
01:50in the Scripts folder of the exercise files.
01:53And it's freely available all around the internets so you can just do a search for EPUB UnZip app.
01:58It essentially writes all those Command Line codes into an AppleScript.
02:03And so to expand an EPUB, you simply drag and drop right on top of the EPUB UnZip, and
02:10it makes a folder with the exact same name of the EPUB at the same level.
02:15So, this script can be anywhere on your hard drive, and as soon as you extract an EPUB,
02:20using it, it'll put that folder at the same level of the EPUB.
02:25And now, we can come in here, and we can edit the HTML files or we can edit the CSS files,
02:30and all this other fun things that we're going to be learning about.
02:33Now, when you're done editing these files, then the trick is how do you put Humpty Dumpty
02:37back together again? On a PC you essentially can simply rezip it.
02:42You have everything inside the folder, right- click, compress it into a zip file and then change
02:48the .zip to .epub, and that should work.
02:50But on the Mac, you can do that. Instead, you have to use Command Line Tools in Terminal
02:54or you can use our friend EPUB Zip.
02:57So, when you're done editing it, you'd just take this folder--
03:00now, I'm actually going to rename it, because it's going to say, hey, there's already a History-of-Art.epub,
03:06should I overwrite it?
03:07So, I'll call it History-of-Art2, drag and drop at right on top of EPUB Zip, and there
03:13we have our EPUB, double-click, it opens just fine in Adobe Digital Editions.
03:17Now, there are a number of programs that will let you get to the inside of an EPUB without
03:24having to crack it open.
03:25For Example, on a Macintosh there is this program called Springy, and I have an icon of it right here.
03:31So, I can drag and drop this right on to Springy, and it shows me the contents.
03:37Now to have some cracked it open, but it lets me see what's in here, and I could select
03:41a file and get a preview of it.
03:44In fact, I could right-click on a file, and I could extract a single one, or I could actually
03:49edit it while its sitting here.
03:51So, for example, I can edit this file in TextWrangler, change something here, like delete the word had,
03:57close TextWrangler, save it, and then it says, Are you sure you want to overwrite the existing item?
04:03Yes please. And then that's it.
04:05When I close it still History-of-Art.2, but it's got my change saved there.
04:11There are a few programs for both the Macintosh and Windows that can do this kind of editing
04:15of what are called archive files.
04:17But very often, when you are editing an EPUB, you want to make a change throughout all of the files.
04:22You want to change all instances of one thing to something else.
04:25You want to do a Find and Replace across multiple files or do more heavy-duty editing, you want
04:30to make sure if you change the file name of an image that all links to it or automatically updated.
04:35So, in those cases you need something more robust than this little peak and fix kind of utility.
04:43And that's when your friends the AppleScripts for unzipping and zipping EPUBs will come
04:47into play on the Mac, and as I said, on Windows you really don't have to worry about it.
Collapse this transcript
Understanding the anatomy of EPUB2 and EPUB3 files
00:00When you expand or crack open an EPUB, all the files that you see here are how the EPUB
00:06reader or EPUB software creates this beautiful eBook that you see in the background.
00:12If you have been viewing the entire course so far, then you probably recall us taking a peek
00:16at what's inside an EPUB way back in Chapter 2.
00:20But I think it's time to revisit these files, especially now that you know how InDesign created them.
00:26And I want to familiarize you with the contents of some of these control files like the content.opf
00:32and toc.ncx files which manage a lot of the behind the scenes functions in your eBooks.
00:37Now some of these files when you're editing in EPUB you may never need to touch, others
00:42you're going to become very familiar with.
00:44And at this point you might say, well, if I export from InDesign and it validates
00:49and it looks decent in the eReader, then why would I ever need to crack it open?
00:53You are the lucky one, because 99% of the time you're going to have to do something
00:58inside the EPUB that is just not possible to do in InDesign. You're going to have to
01:02add some CSS that InDesign doesn't know anything about, you might need to fix some kind of validation
01:09error that InDesign can't do, maybe you need to redo some cross references and the way that
01:13InDesign exports them isn't right.
01:15So let's take a wonderful trip into the anatomy of this EPUB.
01:20First, at the top level, you'll see two folders-- let me collapse them both--META.INF and OEBPS
01:27and the mimetype file.
01:29The mimetype file is a simple XML file. Let's peek at it in TextWrangler. It tells the EPUB
01:36reader this is an application, it's an EPUB application.
01:39You don't need to touch this. InDesign creates it automatically. Leave it where it is.
01:44Then in the META.INF folder has at least one XML file called container.xml. You might see
01:51other ones if you embedded fonts, for example, you'll see an encryption file here.
01:56If you are trying your hand to creating a fixed layout EPUB you might see some special
02:01Apple instructions here, but at the very least in order for it to be valid it has a container.xml file.
02:08What's so important about that?
02:10Well, all it does is it tells the EPUB reader where the important stuff is.
02:14The brains of the entire EPUB is contained in this one XML file called the OPF file.
02:21InDesign calls it contents, other programs call it something else.
02:24It always ends with the extension .opf.
02:27So all that the container.xml file is telling the EPUB reader is that this is an XML file,
02:33and here is the root file, the path to the root file inside the OEBPS folder content.opf,
02:40and it is an OEBPS package.
02:42So, again, you don't need to edit this file, you'll never need to tweak this, just leave it alone.
02:48Inside the OEBPS folder is where all the action happens.
02:52OEBPS stands for Open eBook Publication Structure, it's where all the good stuff is.
02:58All of the content for your EPUB will appear here as HTML files. They use the extension .xhtml,
03:05that's what InDesign 6 is using.
03:08And if you told InDesign to split your document up at a certain point because of the paragraph
03:14style, for example, then that's what InDesign does is it creates a separate HTML file.
03:19All of these HTML files conform to chapters in your book or sections in your book.
03:25The very first one is usually the cover and the title page.
03:28And then the very first instance where it had to chunk it up is the same name with -1,
03:35then -2, -3, and so on.
03:38So if we take a peek at History-of-Art-good-1, you can see it's just a regular HTML file just
03:45like for any website, and at the bottom, here it is, Chapter 1 Painting in Flanders, Holland, and Germany.
03:51This is a simple text file that you can edit in any text editor.
03:56All of the image files get segregated into their own image folder, and they're listed
04:01along with the extensions.
04:03When you see an _FMT, that just means that you told InDesign to preserve the appearance
04:10of the images. That's the default if you're remember from the images video, so when it
04:15is not exporting the original image, it appends _FMT to the file name.
04:22The CSS folder contains at least the default CSS file that InDesign always creates, along
04:28with any other CSS files that you might have linked to in the Export to EPUB dialog box.
04:34And the CSS file is simply a list of all of the style specifications for text, boxes containing
04:43images, tables, and so on, and we'll be getting to know this quite well in upcoming videos.
04:50Then we have two XML files, content.opf, and toc.ncx.
04:56Let's look at toc.ncx, that governs the navigational table of contents.
05:02So this part right here that you see is the toc.ncx, and this is again a text file that completely editable.
05:09InDesign created this for us because we set this up in our TOC styles.
05:14And if we didn't want, for example, all these countries to appear here in the navigational
05:18TOC, we could delete it and edit it as is.
05:22So it's a lot easier to do this by editing the TOC than having to figure out how to trick
05:26InDesign into exporting different text than what's in the TOC style.
05:31I'm not going to save those changes.
05:34And then finally, the brains of the operation, this content.opf file, has the all important
05:39metadata for the EPUB, so the title, the publication date, the unique identifier, which is usually
05:46the ISBN number--or InDesign creates its own.
05:50Then it has a very important manifest section sort of like bill of leading.
05:56This tells the EPUB reader everything it's in the box, shows all of the files contained in this EPUB, and
06:01if you are going to get a validation error, it's probably--if it's not something with the
06:06metadata, it's going to be something wrong with the manifest. That you changed the name
06:10of the link, for example, but you forgot to change the name of the link here.
06:13So the manifest lists all of the different files and images and fonts, if you included
06:19fonts it has links to all of those where they are in this EPUB folder.
06:24And then at the bottom, this third section is called the spine, it tells the eReader what
06:29order it should open up the HTML files in.
06:32So when somebody is done with the first one and they swipe what should be the next HTML
06:37file that gets loaded, then there is often another section that you would add here.
06:42InDesign doesn't do it, you have to do it by hand called the guide section, and we'll be talking about
06:46that in upcoming videos.
06:49What we just ran through are all of the files in an EPUB2 EPUB. I also have a version for EPUB3.
06:57This is the exact same book that was exported to EPUB3, and I just want to show
07:03you that essentially it's the same stuff inside.
07:06What's different about EPUB3 is that you can had more stuff, and InDesign doesn't add this
07:10for you, you would do this on your own. There are some extra things that InDesign can do
07:14that we'll get into later.
07:16But the one thing that's different as far as a basic EPUB is concerned is the TOC.
07:21So you see that InDesign created an HTML version of the TOC, but this in the navigational TOC
07:27here, but it also created the EPUB2 from the version of the navigational TOC so that your
07:33EPUB3 books that you export from InDesign can be read on an EPUB2 reader.
Collapse this transcript
Choosing an EPUB editor
00:00Now we need to consider what is the best application for editing an EPUB?
00:05I think one of the easiest ones to use on the Mac side is TextWrangler.
00:09Now, if you drag an EPUB on top of TextWrangler, TextWrangler can show you the contents of
00:16the EPUB, that's called the archive.
00:17So it can show you the contents of an archive, and you can see inside here, if you're checking something.
00:23But notice that it's locked, you can't really edit it.
00:26TextWrangler is a free program from Bare Bones Software, and if you go to their website,
00:31you'll see that you can purchase the big brother for TextWrangler, BBEdit, Mac only and then
00:37that one you can edit the contents of files in an archive.
00:42But one of the reasons that I really like TextWrangler is because I usually expand the EPUB anyway.
00:47So here I have expanded it with my friend EPUB UnZip.
00:50Here is the contents of that EPUB folder.
00:53And if I drag the folder on top of the TextWrangler icon, then I see the same files, but now they are editable.
01:00Now, here is what I like about TextWrangler and these are the kind of things that you
01:04should keep in mind when you are evaluating any kind of Text Editor that you might be
01:08using for editing EPUBs.
01:10Usually, anything that's good for editing a website is great for EPUB, so keep that in mind.
01:15Because these kind of programs do not save styling information there, everything is saved
01:19as a plain text file which is what your component files need to be in an EPUB.
01:25But while they are opened in the program, they do some formatting to make it easier to work with.
01:29For example, I can change the size of the type in preferences to make locating text
01:34easier, also it color codes the markup.
01:38So, element tags like head and body and P are colored blue, and CSS things like class
01:44and ID are colored magenta.
01:47And things that I have entered myself for that are being used within the tags are colored brown.
01:52And then live text what the user sees is black, and you can change all of this in preferences.
01:57This makes it really easy for you to quickly locate a tag versus live text.
02:03I think one of the most important things though about a Text Editor for editing EPUBs is its
02:08ability to search and replace or find/change.
02:11You see that TextWrangler like BBEdit has a Search Menu.
02:15I can find in the current file, or I can do a multi-file search, and for me this is a
02:19requirement when editing EPUBs.
02:22Very often I'm dealing with 20 or 30 HTML files, different chapters in a book, and I want to make the
02:28same find/change throughout. I don't want to have to do it one by one.
02:32So your program must be able to do a multiple file search.
02:35If I select multiple file search, it gives me a really good robust interface for choosing
02:41which files to search.
02:43The folders that I have recently looked at, the current folders that are open, I can save sets, and so on.
02:50And while I have multiple file search, this Find and Replace is very important, and this
02:54is true whether it's a single file or multiple files.
02:57You want to be able to do Grep searches.
02:59If you have ever used that in InDesign, you know that that's a very powerful way to do pattern-based searching.
03:06Also known as regex, short for regular expression, you can see the option right here, Grep.
03:11So, if instead of searching for straight text, I want to search for a pattern.
03:16Say, for example, find me any class that's body-first, and I don't care what the text
03:22is inside there, but change body-first to body second and leave the text as is.
03:27Those kind of complicated search and replaces can only be done with Grep.
03:31And professional level text editors, especially ones that programmers use or web developers use,
03:35always have Grep or regex as one of the features.
03:39So make sure it has that.
03:41I like about TextWrangler is that it also saves frequently used queries, and you can
03:47save your own as well as you work.
03:49Now, there is a professional XML editing program that comes at it in a different way, and that's
03:54known as oXygenAuthor or oXygenEditor.
03:58And what it lets you do is it lets you open up an EPUB and do multiple find/changes with
04:03Grep throughout without having to open up the EPUB first, and it has built-in validation.
04:09So I have the Archive Browser Panel opened here, and I can choose Open Archive.
04:15And on the Desktop I'll select History-of-Art, and there is the content.
04:19And if I want to edit something, I just double- click it, and it opens up in this panel here.
04:25You can see it's a very rich program. You don't need to have all of these things.
04:28But if you are a developer, I guess this would be very useful to quickly jump from paragraph
04:33to paragraph in the outline view.
04:36Again, if you come up here under the Find menu, we have the same kind of feature that we did in TextWrangler,
04:42Find/Replace in the current file or in the multiple files. Look at how robust that thing is.
04:48Here's our check box that we always look for regular expression.
04:51If you want to do a Grep find/change, and then there is dropdown menus that lists your most
04:56recent find/changes. What I like is that after you do a find/change,
05:01oXygen will give you a little panel down here that tells you how many find/changes it did
05:05and where they are. It's similar to the validation.
05:07So like right here this little check box right here is Validate and Check for Completeness,
05:12and at the bottom down here it says this is successful.
05:15And it actually only checked this one HTML file.
05:18So this HTML file is valid. It didn't mess up any code.
05:21It can also validate the entire EPUB according to the EPUB check rules.
05:26So that is OxygenAuthor. What it's lacking is the same thing that TextWrangler is lacking,
05:31which is the ability to preview what this is look like in the EPUBReader.
05:35If you want to see what it's going to look like, you keep having to save your changes
05:39and then opening up the EPUB in ADE or iBook Proofer or something like that.
05:45And that's one of the reasons why I like Dreamweaver because Dreamweaver lets you do code
05:48but also lets you get a preview within Dreamweaver of what the page will look like in the eReader.
05:54Now, there is a free program called Sigil that is a dedicated EPUB editing program that
06:00will let you do that.
06:02If you go to File > Open, you can select an EPUB, and it shows you the contents of it,
06:10and then it also shows you a preview here.
06:13And you can change the view from Book View to Split View to Code View.
06:18So here is the Code View, and here's the Split View.
06:21And as you make changes in the Code View, it automatically updates up here.
06:25Because Sigil is dedicated to EPUBs, it has dedicated panels for dealing with the navigational
06:31table of contents, for adding metadata, all sorts of cool things.
06:35The one thing that I don't like about Sigil is that it rearranges the contents of my valid EPUB file.
06:41I don't know if you noticed, but it put all my HTML files into a Text folder, and there
06:46is no way of going back.
06:48The EPUBs that it creates are valid, and in fact, it also has a built-in validation checker right inside Sigil.
06:56But I just don't like the fact that it starts moving files around.
06:59It needs to do that in order for its own internal features to work like creating a table of
07:04contents out of headings and things like that. I have yet to find the perfect EPUB editor,
07:11one that does everything that TextWrangler and oXygen does but also has a preview for
07:16iBooks preview, for Kindle preview, for Nook all built into the same program.
07:20But until that day comes, I think that any of these programs will fit the bill quite nicely.
Collapse this transcript
Using Dreamweaver to edit EPUBs
00:00I wanted to develop one movie--and this is new for me in this series of InDesign to EPUB titles--
00:06all about using Dreamweaver to edit your EPUBs, because as a result of working with so many
00:11EPUBs over the past two or three years, I finally settled down with Dreamweaver as my main EPUB
00:17editing app, and it's the closest thing that Adobe has to an EPUB editor.
00:22Any recent version of Dreamweaver works great for this purpose.
00:26First, the one thing that Dreamweaver cannot do yet is open an archive, it cannot open
00:32this, like how oXygen, Author, or Editor can do, as I showed in a previous video.
00:36In the meantime, you have to extract it yourself, you have use the unzip tools or unzip it on
00:42Windows so that you end up with the contents open here, and now these files you can of
00:47course edit in Dreamweaver because they're essentially HTML files, so do that first.
00:53Then jump over to Dreamweaver and to set it up properly let me suggest that you actually
00:59add that OEBPS folder as though it were a website.
01:04Go to the Site menu, create a New Site.
01:07We'll call this History of Art Project, so the name of your eBook, it wants to know
01:13where is the folder containing all the goodies.
01:16So browse on your hard drive to that folder, and it's right here.
01:22Now after you do this, you really can't move or rename the OEBPS folder, then Dreamweaver
01:26will get confused, and you'll have to delete it and start over.
01:30So put it in the semi permanent spot. If it's already in your project folder, that's great.
01:34So choose the OEBPS folder and then click Save, and now it populates the Files panel,
01:42and you don't have to keep jumping back to the Finder to open things. Let me extract
01:48this and make it larger so you could see it better.
01:51So if I wanted to open one of these files, I can just double-click, and it opens right up.
01:56So it's nice to be able to stay in one program.
01:59When you open up an HTML file--let me put this guy back--then you can edit the code view,
02:05or if you want to look at the design view you can click on the Design view.
02:10The Design view is not quite like a live preview. It shows some artifacts, like it'll put this
02:15outline around divs and things like that. If you want to see a really good design view,
02:20click the Live button, and this is very close to what it's going to look like in an EPUB reader.
02:26You can split the view between code and live in this way.
02:31For example, instead of Painting in Spain I want Painting in Portugal and then click
02:37over here, and it refreshes to show it immediately.
02:41Another thing that I really like about using Dreamweaver is that when you open up an HTML
02:45file at the top of the window is a list of all of the other files that this one links
02:51to, like the CSS file.
02:54If you're looking at this you're like, you know what? I want all the drop caps to be red.
02:57Well, you have to do that in the CSS file, and you don't have to go rooting around in
03:01files or in the Finder to find the CSS file. Just click right here, and it opens up the CSS file.
03:08And then you find the CSS for the drop cap change the color to red, and you're done,
03:13you can go back to the source code.
03:16Now of course, because Dreamweaver is a web developer's program it has a ton of information
03:21for working with CSS over here, you can create and edit your CSS very easily, it has a very
03:27strong find and replace feature, so I just chose it from the Edit menu, you can find
03:33in the current document either source or text.
03:37So, if you're searching, for example, the word override but you didn't want to select
03:42the code override just the word override you can switch to text. You can't really get that
03:47with oXygen or TextWrangler.
03:50You can save your searches, of course you can use regular expressions or GREP, you can search
03:55the current document, you can search multiple documents, the folder, all the files in the
04:00site, or just the selected ones.
04:03What drives me crazy about this Find and Replace dialog box, though, is that there's no Close
04:06button, you always have to click the Close button down there.
04:11Couple more tweaks I suggest that you use for Dreamweaver is you might want to go to
04:17its Preferences and add under File Types and Editors a couple more file types that it can
04:24open, especially ones for EPUB, so, for example, .opf and .ncx and those to open those automatically in code view.
04:36And you might want to clean up all of this panel mess happening over here, like for example,
04:40Business Catalyst I'm not going to use for my EPUBs, and Adobe BrowserLab I'm not going
04:46to use for my EPUBs.
04:48So I went ahead and open and closed different panels just like you would in InDesign, and
04:52then I saved them as a workspace.
04:55And in fact, I already did that, called AMC, so I'll choose AMC. There is my workspace.
05:00Oh, I guess I didn't have the one for sites. I need to add that back in.
05:04Dreamweaver does not open archives, and it doesn't preview for actual EPUB devices.
05:12If you want to get even closer than this, you can choose the Preview in Safari and Safari
05:18uses the same underlying code engine called WebKit that iBooks does and many other EPUB readers.
05:25It also doesn't have built-in validation like sigil does and like oXygen Author, so you
05:30would have to validate it outside. But as it is now, we are 90% of the way there.
05:35And I'm really liking using Dreamweaver to edit EPUBs.
Collapse this transcript
Modifying the navigational TOC
00:00This is a Navigational Table of Contents for the EPUB that we have been working with quite
00:05a bit in this title. You can hide it and show it.
00:09And my problem with this Navigational Table of Contents is that this one is too long.
00:13I know that it is there because that is how InDesign created it.
00:17InDesign spilt these out according to the TOC style that I specified when I exported it to EPUB.
00:24The TOC style pulled in this headline right here just like it pulled in this nice and short headline here.
00:30As the EPUB producer, you do not have the ability to edit the text of your client's books, but
00:37you do have some facility in editing some of the navigational things.
00:41So how would we fix this?
00:43We need to edit the file called toc.ncx, because we are working with an EPUB2 file here.
00:50So here in the Finder here is the EPUB, and here it is expanded, I am just going to go
00:56a head and edit the toc.ncx file from the expanded version.
01:01I'll drag and drop that right onto TextWrangler.
01:05Let's take a closer look at this, then we hide all that other stuff behind you.
01:10The toc.ncx is actually a really straightforward file. You don't need to pay any attention to
01:14all this gobbledygook at the top.
01:17So I'll just skip right past where it says /head, where it ends the head section.
01:21Now this doc title and author, I don't believe that most EPUB readers pull this. They usually
01:28pull it from the metadata in the content.opf file inside the EPUB file.
01:34But perhaps there are a few of that use this at the top of the navigational TOC, so I probably
01:39would not change this.
01:41The main business starts right here where the navMap starts.
01:45You can see there is a beginning of a navMap, and at the bottom is the end of a navMap.
01:50So inside the navMap are a series of navPoints. Here is the first navPoint, and here is the
01:57end of that navPoint.
01:59If you have ever designed a website, this is looking very familiar to you. If you have never
02:03done it, all you know is that these things are called tags, and this is an open tag and
02:09then when you close the tag you put a slash next to it.
02:13Inside the navMap, the very first navPoint says navpoint1, play this first, here is the
02:20Text Label painting in Flanders, Holland, and Germany, or it is at point2 it points
02:26to History-of-Art-1.xhtml#toc_marker-1, what is that? Let's open up that file.
02:35We'll bring it right over to TextWrangler, too, since we are sitting in there.
02:38Can you find toc_marker-1? It's right here at the very beginning.
02:43I am showing this to you because if you are editing the toc.ncx file, and you accidentally
02:49delete this or you change this, it's not going to be valid, and it's not going to work, so be careful.
02:56If you for some reason need to change this, you also need to change its partner in the HMTL file.
03:02I have never needed to change it, but I am just giving you a heads up.
03:05So you normally do not want to change the content source, the URL to the actual HTML
03:10file that this TOC item links to, but the text part you're perfectly free to change it.
03:17I am going to say Painting in General, let's leave it like that.
03:21Painting in Spain, Painting in France, so everything is three words.
03:25Now you can do things here if you are a more advanced HTML user like create nested TOCs.
03:34Perhaps in the Painting in General we are going to add three subsections, one for each of those countries.
03:41As long as you have a toc_marker in that section, you can go ahead and add it yourself and then link to it.
03:47Or if you have accidentally exported at TOC from InDesign that had everything at level
03:531 instead of level 1 and then level 2 nested inside there, you can fix it yourself here
03:58in the toc.ncx, though I think in that case it would be easier just to do it right from InDesign.
04:03Keep in mind, though, that this ncx file is a special file, it's not a straight on XHTML
04:09file, and that a lot of the device manufacturers have their own rules for what can be included
04:13here like the rule for Kindle devices is different than the rule for Apple devices.
04:19A very basic toc.ncx will work fine in all those places, but some devices don't let you have nested TOCs.
04:26And that's one of the reasons why you might want to make a more detailed TOC inside the
04:31eBook itself, as I showed in previous video.
04:35Let's go ahead and save our changes to this one. In the Finder, we'll go ahead and zip
04:40it, give it a somewhat different name, new TOC and check that out, here we go, Painting
04:48in General links to painting in Flanders.
04:51So it's quite easy to edit the toc.ncx, and it gives very satisfying results.
Collapse this transcript
Adding and editing metadata
00:00Let's say that you have finished your eBook in InDesign, and you have exported it to EPUB,
00:06as I have done over here, and then you have expanded it, and you have done all sorts of
00:12tweaking to the HTML and CSS files, the toc.ncx files, and so on, and now you're just about
00:18to ship it to your client or you're about to upload it to the iBookstore or to the NUKE
00:22store, you can always do one more validation.
00:25So let's drag this guy up over here to epubcheck_3.
00:32The title element is empty. I could have fixed that InDesign. You could have added that metadata
00:40element in InDesign, and I talked about adding metadata in a previous video, but just as a
00:46quick refresher if you have the InDesign file open, go to File > File Info, and you add
00:52the Document Title right here. That's one of the requirements to make a valid EPUB.
00:55It has to have a title. How is anybody going to find it without the title in it?
01:01And there are ones like Author and copyright that you can add as well.
01:04But let's say the last time you worked in this file in InDesign was weeks ago, and since
01:10then you have been working in Dreamweaver or oXygen or some other program editing the eBook file itself.
01:16You're not going to want to go back to InDesign add the title and re-export to EPUB and try
01:22to remember all the tweaks you made, and that's one reason why you should always validate
01:26right after you export from InDesign.
01:28But in this case, this is a very easy fix because all you need to do is add that bit of information
01:33to the metadata, and let's see how you do that.
01:36If you're working with an editor that can open up an archive, you can just open this
01:40right up and edit in the program.
01:42Here I have all ready expanded it, and I'm just going to edit that one file.
01:46It's inside the OEBPS folder, and if you remember from one of the earlier videos in this chapter,
01:52all of the metadata is included in the OPF file.
01:57So let's go head and open up the OPF file, I'm just double-clicking it, and it's automatically
02:02opening up in Dreamweaver because I set that to be the default.
02:05Now this is an XML file, this is not an HTML file, so you can't see a Design View of this
02:11thing, all you can see is Code View, but that's perfectly fine for our purposes.
02:16Everything right here which says dc:title, dc:source, this is the metadata section.
02:20So all I need to do is click right inside here and type the title.
02:24So it is A History of Art.
02:29If I wanted to add a subject, Art History, a description I can go ahead and do it here.
02:35I can tell you though that a lot of times when you are uploading your books to the resellers,
02:40they'll have their own form.
02:41They'll give you an Excel file where you're supposed to fill in all sorts of fields for
02:45metadata that you have uploaded, and they use that metadata in their own database.
02:51So I wouldn't go crazy filling in all these fields with information.
02:55But I'd say it's at least occasionally I do need to edit the section.
02:59Like, for example, I finally got my ISBN number for the books. I could replace the unique
03:05ID with the actual ISBN number, 1-2-3-4-5-6-7, whatever that is, or if I am putting successive versions
03:14of this exact same EPUB onto my iPad because I'm proofing--and I mentioned this earlier
03:19when I was talking about iPad proofing-- the iPad has a memory like an elephant, iBook
03:24does, and it caches each EPUB that you put there.
03:28And to force it to refresh, sometimes you have to edit something in the metadata.
03:33Like edit the identifier, just add another digit to the identifier helps, and also I heard
03:38it helps if you changed the date, and I have heard mixed results from changing the title.
03:43You might say you know History Art version 1, version 2, version 3, and sometimes that's
03:47not enough to spur iBooks to refresh itself.
03:52So editing the metadata is not something you're going to be doing all the time, but you will
03:56at least be doing it occasionally, and all you have to remember is that it's in the content.opf file.
Collapse this transcript
Creating a guide section for iBooks
00:00A guide section is an optional element that you can add to the content.opf file in your EPUB.
00:08The content.opf file is one of the component files inside an EPUB that you have heard me
00:13referred to as the brains of the operation.
00:15And at the very bottom of the content.opf file, you can add another section called the Guide section.
00:22Apple's iBooks would prefer that you include a Guide section, so does the Amazon Kindle.
00:29They request that you include a Guide section, and in their Publisher Guideline PDFs that
00:34you can download from their websites, they tell you what needs to be included in a Guide section.
00:39So I thought I'd spend a little time in explaining that, and also I'm giving you a Guide section
00:44cheat sheet in your exercise files, this document that I have open right here.
00:49It shows you an example of the kind of code that you want to end of that content.opf file.
00:55So it starts out with the guide tag.
00:59The Guide section essentially tells the eReader about important elements in the structure
01:04of this book, like is there a copyright page?
01:08If so, what is the URL link of that HTML file to their copyright page?
01:14Is there an HTML Table of Contents, what is the URL for that one?
01:19It could be list of illustrations, a foreword, a bibliography, and so on. Depending on the
01:25eReader device and the eReader software, these elements might be pulled out in the user interface
01:30so that the user could quickly open up a Menu, for example, and tap to see the list of illustrations
01:37or the Table of Contents or the Copyright page.
01:41These elements like cover, copyright, TOC, and many others are listed in the idpf.org website right here.
01:51So if you follow that link in the cheat sheet, you'll see that all the different kinds of
01:55types that you can include in your Guide section.
01:58Now eReaders that don't need the guide or that don't support the guide section will just ignore this.
02:03So it's not going to harm the EPUB at all, but those devices that do support it can make
02:09good use of this, as you can imagine.
02:11You need to limit the type of the guide element that's this part right here, type=cover, type=copyright,
02:18to those listed in the idpf.org website in order for you to validate the EPUB.
02:25However, if you want to include your own special section, the name has to begin with the string
02:30other, as you can see up here.
02:33And what I have noted from the Apple guidelines they specifically state that if you want the
02:38EPUB to open to a different page other than the first text page, then you can include a
02:45reference type of other.reader-start-page within the guide section.
02:52Now Apple's guidelines also state that they strongly recommend that in the guide section,
02:57first of all that you include a guide section, second of all that the guide section called
03:01text link to the first chapter or first page of real body text in your eBook.
03:09Let's grab this and look at an actual content.opf file.
03:13I am going to copy that, and in the Finder I have extracted the contents of our friend
03:19History-of-Art, and I'll go to the OEBPS folder where we see our OPF file, and I'll double-click
03:26it to open it in Dreamweaver.
03:28The OPF file has metadata, the manifest, the spine, and then this is the end of the package
03:36information for the OPF file.
03:38So you would put the guide section in between the closing spine tag and the closing package tag.
03:44So I am going to click right here and then paste, and don't worry about the indents of this.
03:51As long as it starts with an open guide and closes with the close guide, then we are good.
03:55So, for example, Apple would like the Reference type text to be the first page of text,
04:03which if you recall, is actually this page, it's the first chapter, so I'm going to copy that
04:09because this was the cover and the copyright page of title page and that kind of thing.
04:13So I'll copy that, and that is the href. Now you can't just make up an href here.
04:20An href is what I mean by URL.
04:22You have to use one that's already listed in the manifest, and that's not the cover
04:27image, this is Chapter 1.
04:30The title is really not seen anywhere as far as I know in the EPUB.
04:34Now even this leave it just like this if you wanted to for Apple, and you'd be good to go.
04:40It opened up the guide section, here we have the text, and then you close the guide.
04:45If you want to add other types of structural elements to the guide section, you can.
04:49Just use the cheat sheet.
04:52Again, for more information on what kind of things should go into a guide section, refer
04:57to the device's publication guidelines.
05:00But when they start talking about the guide section, now at least you know what they are
05:04talking about. It's an optional section that goes at the end of the content.opf file.
Collapse this transcript
9. Editing EPUB Files for Formatting
Editing the XHTML files and using GREP
00:00Now let's jump in and get our hands dirty messing around with the HTML files.
00:05We're working with our History-of-Art. epub that we're all familiar with, nice
00:10Mona and her friends, and I have already expanded that EPUB file into a folder
00:16of all of its component parts with my friend the EPUB UnZip AppleScript.
00:21If you're on Windows, and you're falling along, you can always use the method
00:25of renaming .epub to .zip and then expanding the zip file, which I talked about
00:30in a previous video.
00:31All the HTML files are in the OEBPS folder.
00:35You might have just one single XHTML file or you might have multiple ones,
00:40multiple ones would come about if you split the document according to paragraph
00:44styles, when you exported, or perhaps you exported from a book and so each
00:49individual document would create at least one HTML file.
00:53I think for this video I'll use TextWrangler to edit these, and I could use any
00:57number of other programs that I talked about in a different video.
01:00But I like TextWrangler when I just want to do quick fine changes, which is
01:04something that we're going to go through today.
01:06So I will switch over to TextWrangler and File > Open, Shift-click all these
01:14HTML files and choose Open.
01:19So they open up in a nice little drawer on the left, and I can click each one
01:23to see the contents.
01:24Now if you're not familiar with HTML at all, I'm going to give you a quick
01:28Cook's tour of how an HTML file is constructed, it's not going to take any
01:31longer than 45 seconds.
01:33So if you already know about it you might want to fast forward and go get
01:37yourself a quick cup of coffee.
01:39If you want to learn much more about HTML and CSS, which I highly recommend
01:43for any EPUB designer, then you should watch any number of lynda.com videos
01:48all about HTML and CSS.
01:50But for those of you who have never really looked at the source of a web page,
01:54this is going to be really interesting.
01:56Essentially, the HTML file which is a plain text file starts at the top with a
02:01whole bunch of gobbledygook, that's quite important that you don't need to worry
02:04about, all right, that's the first technical thing.
02:07The second technical thing is that an HTML file is divided into two main
02:12sections, the head section and the body section.
02:14So you can see the head section starts here with that tag and then the head
02:19section finishes with the closing tag.
02:21Stuff in the head section is not anything that the user sees when
02:24they're reading your book.
02:26It has maintenance or housekeeping files.
02:28Like for example, it has a link to the CSS file in the head section.
02:32Then the body section starts and the body starts here, and it ends, the closing
02:36body tag is way at the bottom down here.
02:40The body section is where you'll actually find the content of what you saw
02:44in InDesign.
02:45So for example, here is the headline for Chapter II.
02:48InDesign adds the tags that surround all of your live text.
02:52Every paragraph is denoted with a P tag for paragraph, so every paragraph starts
02:58with the opening part of the paragraph tag, and then it ends with the </p>,
03:06which is the closing part of the paragraph tag.
03:08The paragraph tag might just be all by itself or it usually will also have
03:13a class that is the equivalent of the Paragraph Style that you applied to
03:18that text in InDesign.
03:20So this Paragraph Style was called body first.
03:23When exported, InDesign changed it to paragraph tag with the class of
03:27body first.
03:28There is a span class, the span class is kind of like a Character Style, so it's
03:33just going over a certain letter or number of letters inside of a paragraph and
03:38in this case it is the class for the drop cap that appears.
03:42Then there is another span class-- remember it's like a Character Style--that is
03:46applying small caps to this text, and then that paragraph closes.
03:51And it goes on to the next paragraph.
03:53So if you edit anything that's colored black here, any of the live text, you
03:57will not mess anything up.
03:59If you don't touch any of the colored text, any of the actual codes or markup,
04:04then you're perfectly safe.
04:05So let's go ahead and do that, we're going to change some live text, let's say,
04:09for example, you have exported this to EPUB two weeks ago, you have done a whole
04:14bunch of work inside the HTML and CSS files and then your client says, oh my
04:18goodness wherever it says country, it should say region, sorry about that.
04:22I mean that's happened to me where clients have called me up and said, oh
04:26well we misspelled the country's name throughout the entire thing or you know
04:29a city's name.
04:30So to do a basic find/change you just search for your program's
04:33Find/Change command.
04:34Here it's Search, under the Search menu it's called Find.
04:37So I am going to search for the word country and replace with region, and
04:44depending on the program that you're using, you might need to turn on Wrap
04:48around, because in TextWrangler by default it will only search from the cursor
04:52position to the end, and then we'll click Next, and it found an instance, there
04:57it is, and then we'll just say Replace All, and it did it twice.
05:02Now if I want to do that search and replace in all these documents then I
05:07choose a different command from the Search menu here, and that's just how
05:10TextWrangler works.
05:11You know in InDesign you could just choose from the Scope dropdown menu and
05:14Find/Change you know the search the story, this document, all documents.
05:18But in this program you have to use a different command.
05:21And that's true I believe for oXygen author as well.
05:25At least it's remembering what I last search for, and now in Search in I have to
05:32specify that I wanted to search in these files.
05:34It's remembering the recent folder that it searched, but sometimes you know I
05:38don't know if that's the same folder because all the OEBPS folders are named
05:41the same.
05:42So what I usually like to do to make sure it's going to search the right set
05:45of files is I'll choose other, and then I'll navigate and select the files
05:50that I wanted to search.
05:51Or if I have them all opened right here in TextWrangler, I can just use this
05:55command here, Open Text Documents.
05:57So all of the open text documents, and if I didn't want to search the cover one,
06:02for example, I could deselect that, so I love that.
06:05And it's a very powerful feature of TextWrangler and its big brother BBEdit.
06:10Now I am just going to say Replace All, and it asks you know do you want to be
06:14really careful, like I could like not save my changes leave them open, or I
06:18could save them, or I could have it confirmed before it saves, and I can have
06:23it Show the results, so I'm going to turn off Confirm, but I want to see the
06:27results.
06:28And I'll say Proceed, and it found it in three different files.
06:32So that saved me a ton of work.
06:34Here is another example of an edit that you might want to do to your HTML files,
06:39and that is to clean out some of the croft that InDesign exports to HTML.
06:44I have done this title multiple times, and I can tell you with each successive
06:48version of InDesign it's become less and less crofty.
06:51InDesign is doing a much better job these days of exporting clean HTML code.
06:56But there are a couple of things it just can't do, yet.
06:58For example, you can't tell it to ignore a style when you export to EPUB.
07:03You can map a Paragraph or Character Style to another style, but as I talked
07:08about in a previous video but you can't tell it to ignore a style.
07:12Like, I wish I could have told it to ignore this no-break style.
07:15Do you notice that at the end of most every paragraph we had this span class
07:20no-break surrounding some letters.
07:22That's because the designer who created this for prints was extremely clever,
07:26and as a Grep style in the body Paragraph Style, they added the ability to
07:33find the last word and then the last letter of the penultimate word, select
07:39all that and apply no-break.
07:41The end result is that in the print document we don't have any short lines of
07:45the paragraphs, because they're all set to no-break, it's wonderful.
07:49But we don't need that in our HTML files.
07:51In fact, it's completely ignored by HTML and by the EPUB readers.
07:56You don't even see this class in the CSS file.
07:59Now it's not doing any harm because it's just being ignored, but it might
08:04interfere with other Find/Changes that you need to do, and besides it just bugs
08:07me to have superfluous code here, so I'd like to get rid of this.
08:11But of course you can't do this with a straight Find/Change, right?
08:14You can't do every single paragraph and say find this and delete the
08:19beginning tag and the closing tag but leave this, because every single
08:23paragraph is different.
08:24And that's when Grep change can come to the rescue.
08:28With a Grep Find/Change, and I am going to go back up to Multiple-File Search,
08:33if you turn on Grep, then that let's you do this kind of pattern-based searching
08:37and in a second I'll show you some resources to learn more about Grep.
08:41You might be quite familiar with it because InDesign has a Grep Find/Change
08:45since CS3 I believe.
08:47The coding that you use to create your Grep expressions is almost exactly
08:51the same.
08:52What we want to search for here is--and we want to find this, so I am just going
08:59to select this, copy it, and paste it, and then we want to find whatever
09:03characters are in between that and this.
09:06So I am going to copy that, put it here.
09:09Now how do you say whatever characters?
09:12I'm going to type a period and then a plus and a question mark, that means any
09:18character that's repeated 0, 1, 2, or more times.
09:22And because I want to recall this bit of text, I'm going to surround it in
09:26parentheses, the same kind of thing that you do in InDesign.
09:31Then to replace what it finds with just what it found in between these tags, I
09:37type a backslash and then the number one.
09:41In InDesign this would be a dollar bill sign and number one.
09:44But in Dreamweaver, BBEdit, TextWrangler, and probably lots of other
09:47programs, it's a backslash.
09:49And unfortunately, because we're doing a find in multiple files, we can't say
09:53find me the first instance, which I hate.
09:55You can only do a Find All and then Replace All.
09:57But just to see how it works, let's actually just search this one file.
10:01So I am going to deselect everything else except for History-of-Art-3, and I'll
10:08say Find All, and it found all of those instances, 64 occurrences in this file
10:15and replace them all.
10:16Proceed, show the results, let's take a look.
10:21Nice and clean, look at that.
10:24All right, so that's how you can use Grep Find/Change to do
10:28pattern-based searching.
10:29Grep is extremely popular with web designers and programmers because you're
10:33constantly doing this kind of search for tags but leave the stuff in between the
10:37tags intact and vice-versa.
10:39To learn more about Grep on indesignsecrets.com, if you just go to
10:43indesignsecrets.com/tag/grep then you'll see a list of all of our
10:48favorite resources.
10:49David has done a title at lynda.com called 10 Things to Know About GREP.
10:54There is a great PDF that's all about using Grep.
10:56Now almost all of these ways apply to InDesign, but it's almost exactly the
10:59same language that you'd use in any other text editor that supports regular
11:03expressions.
11:04And then BBEdit also has a really well -done Grep tutorial from back in 2004
11:10that still applies.
11:11And everything that I just showed you here is covered here as well along with
11:15many other cool codes.
11:16So that's the kind of cleanup that you might need to do to your HTML files, but
11:21one thing that I would always recommend is that after you do a bunch of
11:24Find/Changes, that you preview it in an EPUB reader to make sure that you didn't
11:29mess up anything completely and that you validate it as well.
11:31That's a good practice to always do a preview and a validation after any major
11:36surgery to your HTML files.
Collapse this transcript
Editing the CSS file to tweak formatting
00:00All the formatting for your EPUB content is being controlled by one file, the CSS file, Cascading Style Sheets.
00:09Let's take a look at what that CSS file is comprised of and see how we can edit it.
00:14I have opened in Dreamweaver one of the HTML files from our friend, the Art History Book,
00:20Painting in Spain, Chapter 2.
00:22And here on the left, you can see the code for the HTML file.
00:26And we worked with the code in the previous video on editing HTML files, so here you can
00:30see, here is SPANISH PAINTING, and here is where Spanish painting is in the HTML file.
00:36But what is making these letters capitals or small caps?
00:43You can see here on the left that there is a tag surrounding those letters.
00:48It is a tag called span.
00:50Meaning it's like a character style, as I explained in the previous video.
00:53And it's using something called a class that is named small-caps.
00:58The class small-caps is in the CSS file, and it's applied to this text, and it appears
01:04in the CSS file, because back in InDesign we defined it as small-caps.
01:10We used a nested style and maybe we went ahead and swiped over this and called it the character style small-caps.
01:16But InDesign has converted it to CSS as best as it could.
01:20The next paragraph here is style with the class body.
01:24It is a paragraph, that's what P stands for.
01:27But then it has a particular kind of styling that InDesign converts to a class called body.
01:34To see the CSS style for body and to edit it, we need to open up the CSS file.
01:38And one of the reasons I love Dreamweaver is that when you have an HTML file open, you
01:43can easily get to any linked CSS file simply by clicking up here.
01:46So I'm going to click here, and now let's take a look at the CSS file.
01:51I'm going to switch to Code View so we're only looking at the CSS file.
01:56At the very top we're seeing a series of font-face calls.
01:58And that's because in this particular version of History of Art, I chose to include the fonts,
02:04I embedded the fonts when I exported it to EPUB.
02:07So not only did InDesign include the fonts inside the Fonts folder in my OEBPS folder,
02:15but it also correctly added CSS to call those. These are called @font-face tags.
02:20And it has the name of the font-family and the URL to where the font actually is.
02:26Following that we have what's called the CSS Reset.
02:29And this is the default CSS that InDesign will export with every single EPUB.
02:34Even if you uncheck all of those check boxes in the Export to EPUB dialog box under Styling
02:41or under CSS, it will always export at least one CSS file containing what's called a CSS Reset.
02:47And that essentially is resetting the defaults.
02:49In case the eReader or eReader software has some weird proprietary settings, InDesign
02:56is just resetting everything to 0 or to like every table cell should have a 1 pixel stroke
03:01or border is what it's saying here.
03:03Now, you can't edit these within InDesign, but of course when you export to EPUB, you
03:09can open it up and remove these or change these defaults if you want.
03:13You could also attach a second CSS file to your EPUB in that dialog box that defines
03:20these differently, in effect canceling out what InDesign said should be the defaults.
03:25Then it goes on to what you said in the EPUB document.
03:29This is coming directly from the EPUB Export Options dialog box where you set a page margin.
03:35And then it goes thorough and defines all of your paragraph and character styles.
03:40You'll often find that the paragraph style you created, which might be named body or
03:45body-first, usually doesn't appear by itself, instead it's defined as a class.
03:51And it's saying here that when there is a paragraph, that's the P tag, followed by the
03:56class equals body, here is how that paragraph should be formatted.
04:00InDesign declares an attribute for almost everything possible there is to be attributed
04:06to a style, even things that you really don't need, such as in normal CSS it's assumed that
04:13if you want something other than normal, then you should specify it, otherwise you don't
04:17need to include this at all.
04:18So all these stuff could be deemed as superfluous code.
04:23But the InDesign philosophy is not to create the cleanest, leanest CSS and HTML code.
04:28It's trying to do exactly what you want in the EPUB from what you defined in InDesign.
04:34And if it works, and if it validates, then who cares if it's a few lines of extra code.
04:39So that's debatable, but that's where it's coming from.
04:41If you're a professional web designer, this might make you think, oh my goodness, look
04:44at all this extra stuff, but that's where it's coming from.
04:47Now, let's say that you wanted to edit the CSS.
04:50If we go to the Source Code and Split, and let's look at CSS.
04:56Let's say that we want to change the size of the body type.
04:59We would find where it says body, and here under font-size, we'd change the signs.
05:04In CSS font-size is defined as ems, meaning 1em is the default size for that EPUB Reader,
05:11almost always at 16 points.
05:13So if you define your type size at the default 12 points in InDesign, it will get converted to 1em.
05:19If you said it should be 16 points in InDesign or 20 points, this will be 1.5 or 1.8em and so on.
05:26You can see that's what's happening here with line-height.
05:29But let's say that we want the font-size to be 1.25em, not 125em, there we go, and click
05:35over here, and you can see it immediately increase.
05:38Let's say that we want to increase the leading, that's called line-height, let's make it 2.0,
05:43or I think we can just say 2, and now it increases the leading.
05:48Then of course you'd want to go ahead and match the settings for all these other paragraphs as well.
05:54If you want to see a whole bunch of cool stuff that you can do with CSS in InDesign, then
05:59check out the EPUB Zen Garden, epubzengarden.com.
06:03It lets you view an EPUB but change the style sheet associated with it.
06:08So designers went ahead and contributed these different style sheets.
06:13You can see the same exact content, but with just different definitions and attributes
06:18for heading levels, body levels, and so on.
06:23If you want to experiment with the same CSS, if you want to see what they did, then just
06:28go to the Source View, find the link to the CSS file, I'm going to copy that and then
06:36back here, right after it says epubzengarden.com/, paste that in.
06:40You don't want two slashes in a row, so get rid of that if that happens, and then there you go.
06:45I hit Return, and it shows us the CSS file.
06:47And you can just copy this whole thing and paste it into your own plain text document,
06:51and play around with it.
06:52Now, you probably should not reuse this as is, but it's a wonderful learning tool.
06:56Now, assuming that you came up with your own CSS for your eBook, then the way that you
07:01would set that up in InDesign, first of all, you would map all the paragraph and character
07:04styles to your CSS styles.
07:07So on the Paragraph Styles Panel Menu, I'm going to choose Edit All Export Tags, and
07:13here you can see that I have already been working on this, you would go through all of your
07:18styles, and you'd say, I want anything that has a Style of Chapter title to be mapped
07:22to h3, and Chapter Number, perhaps to h2.
07:25And up here body should be P, body first should be P, but with the class first, because you have
07:31defined a first class and so on.
07:34You would do that for all of your paragraph styles and all of your text styles as well.
07:40Then after you have mapped the styles, go ahead and export to EPUB.
07:44But in the Advanced section, you want to turn off Include Style Definitions and Preserve
07:50Local Overrides, and instead link to an external CSS file, as I have done here.
07:55I'll go ahead and do it again, let me Delete that, choose Add Style Sheet, find your CSS file.
08:01Here is zen2.css, for example, one that I was messing around with from one of those
08:06Zen files, click Open, and then you'd export that.
08:09So now you have bypassed the way that InDesign converts your paragraph and character styles
08:15and instead you're in charge of the CSS.
08:18If you have a CSS maven around or you're a CSS maven, this is a fantastic way to have
08:23complete control over how your EPUBs look, or at least get 90% of the control, or get
08:29most of the way there without having to do a whole lot of editing of the CSS files that
08:33InDesign normally creates.
08:35I think one of my favorite things about how InDesign is working these days is what a great
08:39job it does in creating good-to-go CSS files right from your paragraph and character styles in InDesign.
08:46But if you really want to take complete control, it allows you to do that as well.
Collapse this transcript
Setting up line, margin, and paragraph spacing
00:00I want to show you how simple it can be to change some of the spacing in your EPUB, and
00:05if you have never edited any kind of CSS or HTML file, I think you'll find this very approachable.
00:11In this video we're going to use this very simple text document that has a lot of the
00:15text from Art History, just a few pages long, with a few paragraph and character styles.
00:20I have already exported it to EPUB and expanded that on my desktop.
00:25It's just one file, I didn't split it up or anything, and I'm going to open it up in Dreamweaver.
00:31It opens up in Split view because this is the last view that I used in Dreamweaver.
00:35We see on the left the source code, the HTML code, we see on the right a preview, it's
00:40not the live preview, it's what's called the Design preview, so we're still seeing some
00:45elements that are Dreamweaver-specific.
00:46If I click on Live, then we can get rid of that, and it's a little closer to what an
00:51EPUB would actually show us.
00:53Now say, for example, that you export to EPUB, you make some changes, you look at it on your
00:58Nook or on your iPad, and you're like, you know what? These first-line indents are not enough.
01:03I want more first-line indent.
01:05You change that in the CSS file.
01:06I want to switch to the CSS file here and scroll down to the body style, which I know that these use.
01:15First line indent is controlled by text indent, this little control right here.
01:20So, if you want to increase the text indent, then we would increase this.
01:24The measure that InDesign spit out is using pixels.
01:27I'm not quite sure I would prefer to use ems.
01:31Let's go ahead and keep it pixels right now.
01:32Let's say a text-indent of 24 pixels, click over here to see the results.
01:38An em measure is usually much more flexible, so I'm going to change the measurement unit
01:43to ems and say 1.5em.
01:46Now remember, one em is the default type size for that eReader, usually about 16 points,
01:54so 1.5em should be about 24 points, and if I click over here, it doesn't change.
01:59Let's say that we want the first line indent to be 3ems, select this, and I'll type a 3,
02:06come over here, and then it indents more.
02:08Now let's say, well, you know what? I actually don't want any indent, but I'd rather there
02:11be some space in between the paragraphs, so I'll change the text-indent to 0, and the
02:17spacing between paragraphs is controlled by margin-bottom or margin-top, space below or
02:24space above, right? Right from InDesign, so let's do a space below for all of our paragraphs,
02:30we'll say margin-bottom and again I'm going to switch this to ems, now let's do 1em, and
02:36this must be very long paragraph, it looks like it is.
02:39Now of course you can also change margin left, right, or top.
02:43I can tell you that not all eReaders will respect all of these left and right settings,
02:48so it's important that you test it on an actual device.
02:52A spacing that I often like to change is the subhead spacing, so I'm going to scroll down,
02:57take a look at this subhead spacing, and here is the CSS with the subhead.
03:03The font size is a little larger than the body size, the line height is a little smaller,
03:09and it has a margin top of 12 px.
03:12I think I'd like to add a little bit more air on the bottom, so I'm going to change
03:16this to .25em to add a little bit of air here, but something you keep in mind if you're starting
03:24to mess around with the spacing, there is no such thing as locked to base line grid on an EPUB.
03:29When somebody is looking at the EPUB and they're looking at a two-page spread, which I happen
03:34to have--let's actually open that, on the desktop, we'll open this up in digital editions.
03:41If you want the lines to align across a two- page spread, then you'll have to do the math.
03:46In other words, if your line spacing is 1em, then you want a margin top of an even multiple
03:53of that for your subheads, for example.
03:56So something like 2ems, I know especially for book designers it's really important to
04:00get things to line up across.
04:02I'm just letting you know that you have to be careful with the measures that you're using
04:06if you're editing any spacing in your EPUBs.
04:09The problem here is that Adobe digital editions can't show us the effects of our changes in
04:14Dreamweaver because I have extracted these files, right? Well, we're working on the cracked
04:18open file, so this is one reason why you might want to use something like BBEdit or oXygen
04:23to make your edits, because that way you can simply save your changes and then preview on your device.
04:29You don't need to recompile this, but here if I want to see my changes, I would have
04:34to close this save my changes and then re-zip into an EPUB.
04:37You can get a little closer to what something is going to look like on the iPad.
04:41If you choose to preview this in Safari, which uses very close to the same text engine that
04:46iBooks does, but if you choose to preview in Safari, Dreamweaver wants to save your
04:51changes, and unlike InDesign, you can't undo after a save, but if you're okay with the
04:56changes you have made so far, go ahead and click Yes, and then you can preview, and the
05:01reason I have resized this a little bit is because I want to resize the window to sort
05:06of match the width of one page.
05:09But notice we have a zero page margins set, so the text is going to right up to the edge,
05:15but in most eReader software, on eReader devices they have a built-in margin for the page,
05:19so that's why we have little bit more space there.
05:22It's quite simple then to add space above and below paragraphs and to change first-line indents.
05:28If you want to change space above and below images or sidebars or tables, you would simply
05:32do the same thing, locate where they're called out in the CSS file and add a margin top or
05:38margin bottom measure to the CSS.
Collapse this transcript
Creating pull quotes and text wraps
00:00You have already learned how to anchor images in the text stream.
00:04But things get a little trickier when you want to get a text frame in the middle of
00:09the text flow, like this one right here, or you want to the text to wrap around some
00:15sort of image or graphic.
00:16Here is a typical page in InDesign with two items that are simply floating on top of the
00:22main text frame. They are not anchored or anything, and they're using text wrap to push the text away.
00:28Now as you know, I always recommend that before you start tearing your hair out, you simply
00:32export what you have got to EPUB and see what a looks like.
00:35So let's go ahead and do that. I'm exporting to EPUB, I'll save it to the Desktop. I have already
00:41got one there, so I'm just going to overwrite it. You can keep all the defaults under Advanced.
00:47Just keep this first check box turned on, and then click OK. Where's the images?
00:54Well, because they're not part of the text stream, even though they look like it, and even a little text is
00:58wrapping around because it wraps, that's not happening, they ended up at the end.
01:03And look at the text here. We have lost the square and the dotted line, and we have lost
01:07the background color. We did retain the look and color of the text, but that's mainly because
01:13it's been formatted with a paragraph style called pullquote.
01:16Now, what you actually need to do is you need to anchor all these floating images into the text stream.
01:23So we know how to do that. I'm going to grab my Selection tool, and for this first one,
01:27I'm just simply going to-- let's zoom in a bit so we can see.
01:31I'm going to drag the little control handle here and just put it right here.
01:35So it's not really changing anything except this stupid InDesign bug that the first line
01:41will not wrap to an anchor graphic. The other lines will, but we don't worry about that
01:45because I'm not using this for print, I'm just anchoring it there.
01:49And then we're going to do somewhat the same thing here. I'm just going to anchor this guy
01:54right in front of this paragraph.
01:56The reason I'm doing that is because I want this thing to be in its own paragraph.
01:59I don't want this thing to be split between two lines, and in InDesign CS6 when you anchor any object
02:06in this way, InDesign will automatically create a new paragraph for it.
02:11So it's going to break what comes before it and what comes after it into its own paragraph.
02:15In other words, this would start out the word the as a new line and indent it, which would be kind of dumb.
02:21So now in CS6, you really don't have to always create an empty return and format it as in-line
02:27image, you can simply drag and drop that wonderful square right in the text, but it helps a lot
02:32if you drag it right after an existing paragraph, or right before an existing paragraph as we have done.
02:38Now let's export this to EPUB, and we'll Replace the existing one, and so we have the graphic
02:45anchored here, and we have the text frame anchored here.
02:49A couple of problems, these we are going to have to mainly solve in the CSS file.
02:56The first one is that apparently InDesign only understands drop caps to be things that
03:01are floating on the left with stuff wrapping in the right.
03:05Other than drop caps, any other object that has been anchored in the middle of the text
03:09stream breaks up the text, and things wrap above and below it.
03:13Well, we can easily fix that in the CSS.
03:16The other problem down here is that it's missing the fact we want this center-aligned, and also
03:22look at how the text is overwriting, that's an issue.
03:25Now what we're seeing here, though, is far and above beyond better than what we had in any other previous version.
03:32If you watch any of the previous versions of this video, you'll see that usually we
03:36would lose the border, we would lose the background color, we would lose everything,
03:40it would just look like more text, and you would have to reconstruct this in the CSS.
03:44New in CS6 is that when you anchor text frame, many of the attributes of that text frame
03:49are retained when you export to EPUB.
03:51So it's only when you anchor it--remember the first that we did it and it wasn't anchored,
03:54t lost all those text attributes?
03:56There is still some attributes that we can fix in the CSS.
04:00So let's go ahead and do that.
04:01In the Finder, I have already exported this fix one to EPUB from the after file, and you have
04:06that after InDesign file in your exercise folder, and then I have expanded it so that
04:11we can edit the contents.
04:13So here is the XHTML file. Let's double-click that to open it up in Dreamweaver.
04:18You can edit all this in any text editor that you want, it's just that I
04:21like Dreamweaver because we can see the results almost immediately on the right row.
04:25We're not going to be doing anything special to the HTML file. We're mainly going to be
04:29editing the CSS file.
04:31So I'm going to switch to Live view so we get a better view, and I'm going to swipe
04:36over here to see what's happening.
04:38Now notice that when you anchor a graphic, InDesign automatically gives it a div, standing
04:44for division, gives it like a little block of its own, and it assigns it a class, in
04:49this case, it's called frame-2. So it's div class frame-2 that we want to edit.
04:54So we go to the CSS file and find div class="frame-2" scroll, scroll, scroll, scroll, scroll, usually
04:59all the divs are at the bottom, div.frame-2.
05:03First thing that we want to do is we want this to be floating left.
05:06Now a text wrap on the right in InDesign, which is what we had originally is called a float,
05:13and it floats on the left, meaning everything else is pushed to the right.
05:16So we have to add that code, and in the CSS all you do is hit a Return in this div, and
05:22we want to say float, and then you put a colon, no space, and then you say which side
05:28should it float on, the left or the right? We want it left.
05:30You always have to end every one of these attributes with a semicolon, so after you do that and
05:35you click here, it jumps to the left, there you go, right at the beginning of that paragraph.
05:40We want to add a little but a space to the right of it, so I'm going to hit Return in
05:45the CSS file and say margin-right and enter an amount like 1em, and do that in there, that's fixed.
05:55Now let's fix this guy down here. I'm going to switch back to Source Code so we can see
05:59where it is and what the div is, okay. InDesign called the Basic-Text-Frame frame-3, so we go
06:06back to CSS and find Basic- Text-Frame frame-3, this is it.
06:11So you see it picked up the background color and the border color, even the fact that it
06:15was dotted. If we didn't want this to be dotted, we could change it to solid or any one of
06:19a dozen different line styles that you can look up in any CSS book, and there is the border with 6.
06:25Now I had set a text inset on this frame to 9 points all around, and so it converted to
06:329 pixels all around, and the width of it is 234 pixels, which was the exact width in InDesign.
06:38Now to fix the problem of the text over-running the frame, I just need to set a height of
06:44auto to this, height:auto, and that should fix any of those problems.
06:51If they wanted to change the background color, I could choose a different hex color.
06:54So one of my favorite hex color pickers is in Photoshop--there is so many places where
06:58you can find a hex color picker--but if you just click the color picker and choose any
07:03color they you want here, like let's say that you wanted light blue, it shows you the hex
07:08color right here, so you could copy it and then jump back over Dreamweaver and replace
07:14that, click over here, and it changes color.
07:18The last thing we need to do is make this centered horizontally, and it's weird in CSS
07:23when you're dealing with an object like this div, you can't just say center of the object,
07:28you have to say that the left margin and the right margin are set to auto.
07:32So margin-left:auto, margin-right: auto. There it goes, it's centered.
07:42So you can see just by knowing a little bit of CSS, you can make all sorts of beautiful
07:46sidebars and pullquotes and floating icons in your EPUBs.
Collapse this transcript
Creating internal and external links
00:00Let's talk about adding links after the fact in your EPUB.
00:04Of course, it's very easy to add links in InDesign.
00:06You simply do it with the Hyperlinks Panel which I have here.
00:11And in this History of Art book that we have been working with, there is already a link
00:16in most of the versions that we have been working with.
00:18There is a hyperlink that leads you to an external URL on Wikipedia.
00:24You can double-click it and see it right there.
00:27And for this one, I have also added a cross reference link which you might find quite a bit in your books.
00:32I have a cross reference over here. Let's zoom in.
00:37It says this paragraph has a cross reference to the chapter called Painting in Spain.
00:44And if I click here, it becomes highlighted I can jump to Painting in Spain, and you see
00:49the little icon indicating that this is a cross reference.
00:52And the cross reference is different from a hyperlink, because I could change this to
00:56painting in and around Spain and then update the cross reference.
01:04And when I go back to the source, you can see that's been updated.
01:08So that's what's cool about cross references. But actually, I don't want to do that.
01:11So, I'm going to delete this word Painting in Spain and once again update it.
01:21So okay, this document has a couple of links.
01:25And I have exported that to EPUB, put then on the desktop, expanded the EPUB.
01:30And I have added the OEBPS folder to Dreamweaver as a site file, which I explained in a previous
01:36video when I talked about using Dreamweaver to edit your EPUBs.
01:40One of the reasons I'm choosing to do that here--and here it is in Files--it's because
01:46it comes in really handy when you working with links. Let me show you.
01:49I'm just going to open up this HTML file.
01:52Now, you don't have to use Dreamweaver, of course.
01:54It's a very expensive program if you don't own it already.
01:57We're going to go through how URLs are constructed manually, but then I'll show you some automated
02:02ways that Dreamweaver can help you out. So, here we have the link for West Flanders.
02:07Remember that leads to the Wikipedia article when I click here in the preview, and we see
02:12the matching area in Code view. Let's make this a little larger here.
02:17So, if you want to add a link to an external website, you just need to surround the text
02:22that you want to link--like right here it says West Flanders--with this code.
02:26A href means make an anchor to an external reference.
02:30Let's say that we wanted to link the word France to the Wikipedia French site.
02:36You would click right in front of the word France and start typing a href and notice
02:41how Dreamweaver is coloring the text and letting you know that you have not done with this code.
02:47If you left it alone, there'd be something wrong. Most other text editors will do the same thing.
02:51Equals "http, and then you put the URL that you can just copy from the website, slash
02:58slash, we will say in, I'm just making this up here. I'm going to guess it there is something
03:03for France, and there we go.
03:07And now we have to end the link; otherwise, this whole big huge thing would be a big link.
03:11So after the word France, and if you want to include the period or not that's up to
03:16you, you just type a slash A, and automatically close it for us, and that's it.
03:22So, I'm over here, and you can see France leads to an external link.
03:26And if I click it here, you can see it previews where it's going to go.
03:30Now, if I wanted this to go my own website, I actually, I could just edit it right here. I could say, hey,
03:35I don't want you to go there. I want you to go to senecadesign.com.
03:41And when I come over here, then it updates here.
03:43So, that's one of the reasons I like Dreamweaver as it's really easy to add these kind of URLs.
03:49If I wanted to link to another file in this document, then I would just make the same kind
03:54of link, like let's say that Van Eyck or Eyck, however you pronounce this person's name,
03:59is mentioned in this section.
04:02I would make an a href but the URL would be just a History-of-Art-5.xhtml.
04:10You wouldn't need to put in the http://, you just need to put in this file name.
04:15But what's even easier is that I could, because I'm Dreamweaver say I want a link, and then
04:20I could just point it at that file. And it makes it for me. Isn't that sweet?
04:27If I didn't load this as a site, and I couldn't easily point to it on my desktop or something,
04:31I could simply click the folder icon and then locate the HTML file where I want it to go.
04:37Let's find that cross reference link, and I think that was here in 2, here we go, Painting in Spain.
04:42Now, this link is a little bit different.
04:45You see how it says this paragraph has a cross reference to the chapter called, and InDesign added
04:50<a href= with the URL, but it added this a bit afterwards, Anchor-2.
04:54Because, when you're linking not to just the beginning of a file as we did before for the
05:01Van Eyck reference, but you're linking to specific words in that file, like here it's
05:05linking to the specific title of the file then you have to add an anchor ID to that file.
05:11So, if you look at History-of-Art-3, you can see that InDesign added the anchor ID right
05:19there in front of that.
05:20So, if you want to link to a specific word from one place to another in your EPUB,
05:25you're going to have to create an anchor ID in front of the destination that's unique
05:30and then in the source you link to the HTML file followed by a hash symbol followed by
05:38the name of the anchor that you added.
05:40And that's where things could go blooey, as you could imagine.
05:43So, you have to be really careful when you're doing that and make sure to always check in
05:47your browser or in your EPUB that it worked.
05:50One last thing I want to show that is so cool about working in a program like Dreamweaver
05:54that's taking into account the entire site is that if I rename something really important,
06:00like let's say I rename the CSS file--
06:02I'm going to open this up and change the CSS file to just My Styles and hit Return--
06:12now, this would break the links in the entire EPUB, because all of the different HTML files
06:18are linking to that a history of CSS file.
06:22But because of I have added this is a site in Dreamweaver, Dreamweaver prompts me whenever
06:26I'm about to change the name of something that is linked to in other files and/or in
06:31other places within the site, and it offers to update all of those files. Isn't that sweet?
06:36So, I'm going to say go ahead and update, and it changed the link throughout.
06:41If you are doing a lot of linking work in your EPUB, obviously you want to use a program
06:45like this one or another robust web development program.
06:49Otherwise, if you just need to make the occasional external URL, then it's really simple to do
06:53just by editing the HTML files.
Collapse this transcript
10. Converting an EPUB to Other Ebook Formats
Exploring the Kindle Direct Publishing (KDP) portal
00:00If you're trying to distribute the eBook that you just designed, you should know that you
00:05cannot ignore the big kahuna, Amazon.
00:07Ebooks are sold on Kindle devices or in Kindle format at least through the Amazon Kindle
00:13Bookstore, 80% of all eBooks are Kindle books. The rest of them are divvied up among the
00:18Apple iBooks, iBookstore, and the NOOK--Barnes & Noble NOOK store--the Kobol store, the Sony store and so on.
00:28So it behooves you to learn as much as you can about getting your book ready for Kindle.
00:32Unfortunately, it does not use the EPUB format. Don't ask me why. It's a constant source of
00:37frustration among eBook designers.
00:39But there is. It uses a different format, and I'll be talking about the formats in depth in upcoming videos.
00:46For now, though, I want to show you that Amazon does give a lot of support to people who want
00:50to publish independently or small publishers to the Kindle bookstore.
00:54I am at the Amazon website right now just looking at the current pantheon of Kindle devices.
00:58There is the color line of Kindle fire devices and then there are what they
01:04call the eReader devices which are the grayscale devices often known as the E Ink devices because
01:09of the type of display they use.
01:12One of the big issues these days, as you'll soon find out as you watched the other videos
01:16where I talk about Kindle format in this chapter, is that essentially not only does the Kindle
01:22format not use EPUB, but it's split into two different formats, the ones for the E Ink devices
01:27and the one's for the Kindle fire family. This is called KF8, these are called Mobi7.
01:35So there is a lot to learn, a lot of confusion. Is it going to be nightmare? Actually, no.
01:40Check this out, if you go to the portal the Amazon makes available to us, it's called the
01:44Kindle direct publishing portal.
01:45You will get all sorts of support with free software and publishing guides, even a plug-in for InDesign.
01:52You heard me, you can publish directly to the Kindle format from InDesign. It's really cool.
01:57We'll take a look at that later on in this chapter.
01:59When we get to a kdp.amazon.com, the KDP homepage, you can just sign in with your existing Amazon
02:05account or perhaps you want to make a different account just for your publishing ventures.
02:10It's up to you. We are not actually going to sign, but I do want to scroll down a bit
02:13and show you this very important page, the get started page.
02:17So I am going to click here, and this is a page that you should definitely bookmark,
02:21Welcome to Kindle Direct Publishing, with all sorts are help topics on the left.
02:25They have guides for Do it Yourself, (Building Your Book for Kindle), Print & Digital because
02:30they have create space, and also they have some conversion services that they recommend.
02:35Now I can tell you obviously you don't want to use the conversion services because you are watching this title.
02:40Most of the information that you'll find on the KDP website is for independent authors
02:44who want to publish their own book to Kindle.
02:47And most of those people are using Microsoft Word or similar.
02:50There is not that much information about using InDesign to create Kindle eBooks, but there
02:54is a certain amount, and there's more here than you'll find anywhere else on the Internet.
02:58Well, I am just getting a heads up, don't be surprised or too disappointed if as you are
03:04finding like the top 10 things you should do to prepare your book for Kindle are all
03:08top 10 things you should do with Microsoft Word.
03:10When you get here, the first length that you should click on is right here, tools and resources.
03:15We'll be using the software in the next few videos, but you want to download the stuff and install it.
03:22For example, KindleGen is a program that Amazon uses internally.
03:26If you write a book in Microsoft Word or as a website, you can upload that HTML file or
03:32that Word document and Amazon will convert it to Kindle format for you, and they use KindleGen internally.
03:39But you can also do it yourself, and of course that's what I recommend because you want to
03:43see what it's going to look like before you sell it, and you might want to try, you
03:47know, a few different iterations tweaking things before you actually upload your Kindle eBook for sale.
03:53So definitely download KindleGen.
03:55And then Kindle Previewer is a wonderful application that lets you preview your Kindle book for
04:01most of the different devices that we just looked at.
04:05So you don't have to own seven different Kindle devices to get a good approximation of what
04:09it would look like on an E ink device, versus a Kindle Fire.
04:13Of course, I do recommend that you have one of each if you're going to be doing this for
04:17a living because as intelligent as any software can be, it is not the same as looking at it
04:24on the actual device that your end users will be using.
04:28So you want to use the Kindle Previewer as just a convenient way to quickly prove something
04:32before you do a final proof on the actual device.
04:35Here is that plug-in that I mentioned that you can download, and I have already downloaded
04:39here and installed and have a video that shows how it works and does a pretty good job.
04:44And then the Kindle eReader for PCs and Macs, this is just the regular software that anybody
04:49can use to read Kindle format books on their PC or Mac.
04:54And of course, you can get the Kindle eReader as well for your iOS device or for your Android device.
04:59To download all that stuff, install what you need to install, and then don't forget the
05:04KDP community, this is very rich. Look at how many people are viewing these posts, very
05:10rich community of people who are publishing on their own or as their small company to
05:16the KDP portal to get their eBooks published on Kindle eBookstore.
05:21I'm on these forms at least once a day, so look me up next time that you're here.
05:25And you definitely want to bookmark the Amazon KDP portal, which is your doorway into all
05:32the support that Amazon has for you as a Kindle Publisher.
Collapse this transcript
Designing for the Kindle MOBI and KF8 formats
00:00Formatting your eBook for the Kindle requires some knowledge that Amazon freely offers.
00:05It's kind of hard to find, though, so I'm going to show you where those resources are in this
00:09video and then go over some of the main things you need to keep in mind.
00:13I know I talked about this in the previous video about getting to know the KDP portal,
00:18but let me review in case you jumped right to here, but there are two formats that you
00:22need to deal with when you are creating an eBook for the Kindle Store, because you don't
00:27know which of these wonderful devices people will be using when they download it.
00:32The ones that are black and white are called according to Amazon's terminology, the Kindle e-readers.
00:40You might also hear them referred to as E ink, but that's actually the proprietary technology
00:44that drives the screen display, and I think E ink might actually be trademarked.
00:49So we're calling it E-readers.
00:51You can think of it as the black and white Kindles.
00:54The e-readers use one format called Mobi 7, and then the other part of the family are
00:59the new Kindle Fire family.
01:01By the time you're watching this video, this might look quite different and maybe there
01:04are many more, but the Kindle Fire Family use a different format called KF8.
01:10Neither Mobi 7 nor KF8 is EPUB, but luckily you can create a Kindle formatted eBook directly
01:18from InDesign if you want, because at their hearts both the Mobi 7 and the KF8 format
01:23use HTML and some amount of CSS.
01:27Now in the previous video, I talked about going to the Kindle Direct Publishing Portal,
01:32and if you come here, this is an excellent place to read all about formatting for the
01:36Kindle Store and uploading your book, but one thing that drives me crazy is that they
01:41have buried the good information.
01:43Like if you click over here and choose Getting Started, Getting Started - Preparing Your Book.
01:48All right, here is our Simplified Guide to Formatting Your Book, oh, this is what I want.
01:52Well, actually, no it isn't.
01:54This is the great information if you're using Microsoft Word.
01:57If you're designing your books in HTML, like you know with a website, click here.
02:02There's nothing here about what if it's an EPUB or what if you are using InDesign or anything like that.
02:06Now I have found the sources that you want. You need to download both of these resources.
02:12First, there is the official Kindle Publishing Guideline document.
02:16It's a 60-page or more PDF, they do revise it every few months, and I have created a permanent
02:22shortcut link for you to find it at http://j.mp/Kindle-guidepdf, all lowercase.
02:31Let me show you, I have queued that up.
02:32If you go to that URL, you'll end up at this page.
02:35It doesn't have KDP up here in the domain, but I have bookmarked this page because I know
02:41that it always lists the direct link for the Kindle Publishing Guidelines, right here,
02:47for more information at any of these options.
02:49Now I have downloaded it and opened it up in Reader, so you can take a peek.
02:54This one is 63 pages long, and it's quite detailed as far as like what your cover has
03:00to be, how to use all of their extra software. I think I have talked about a few of these
03:06in previous videos, and I'll be referring back to this in upcoming videos, but this
03:10is kind of like the Bible of publishing for the Kindle.
03:14It covers both KF8 and Mobi 7.
03:17The second thing that you want is this fantastic InDesign file that they have created that's
03:22actually disguised as their guideline for using their InDesign plug-in which I cover
03:28in an upcoming video, and they do have a PDF that talks about how to use this cool plug-in
03:33that adds an export for Kindle command to InDesign.
03:36But on a different page, they have buried an InDesign guideline.
03:41Take a look at this InDesign file.
03:43I have got it queued up here, and it's available as IDML, by the way, so you can open it in
03:48earlier versions of InDesign as well.
03:50Kindle Publishing Guidelines for the Kindle plug-in, but if you scroll through here, it
03:54is much more detailed than the PDF guide for the plug-in as far as things like what kind
04:01of text effects are supported or not, what kind of indents are supported for paragraphs,
04:08it uses properly styled Paragraph Styles and Character Styles like they want you to style,
04:12I love this resource.
04:15And here's a permanent shortcut to it, http://j.mp/Kindle-idplugin.
04:20If you go there, you will be brought to this page.
04:23It's kind of like the document source for all things having do the Kindle plug-in for
04:27InDesign, and over here on the right is a rich list of links that you will find extremely useful.
04:33So here is the documentation that you want Publishing Guidelines in InDesign Format.
04:37Okay, so let me go over some of the high points of what you need to keep in mind.
04:41First, you have to create a separate cover image ,and the cover image needs to be at least
04:46600 pixels by 800 pixels, it needs to be a JPEG, and with the advent to the Kindle Fire
04:52line, they'd actually prefer it to be a higher res, in other words more pixels, they specifically
04:57say in their guidelines they want the long side to be 2500 pixels.
05:02Anything in between these two measures would work fine.
05:05Kindles use a navigational TOC, but they also require an internal content, table of contents,
05:11which I talked about in a previous chapter, how to create your own table of contents inside
05:16the InDesign file, and that internal table of contents need to have links to the chapters.
05:22They require a Guide section which I talked about earlier with specific types that need
05:27to be listed in the Guide section, the title and the creator, who is the author, has to be in the metadata.
05:33They want you to use high-res color images even if you know that 90% of the people reading
05:38your book will be using the black and white e-readers, because a lot of people read Kindle
05:42books using the Kindle software for PCs and Macs and Androids and those support color.
05:48There is no support for transparent PNGs. If you have any PNGs in your file or InDesign
05:53exports the PNG, it will get flattened, and there is no support for embedded video or audio.
05:59Now you might have purchased something from the Kindle Store that had embedded video,
06:05but people use the KDP Portal, you know the independent or smaller publishers, they cannot
06:10include any video or audio in the eBooks that they upload.
06:14Mobi7 is the format for eReader Kindles, and Mobi7 comes from a very early kind of format
06:21for the very first E-readers, this format was called Mobipocket, and Amazon bought the
06:27company a few years ago. It's called Mobi7 because it's now version 7 of the Mobipocket format.
06:33This is what all of the eReader, in other words, the black and white or grayscale Kindles use.
06:39If you're designing an eBook for Amazon, you really need to get yourself one of these
06:43eReader devices you can see what all the eBooks look like.
06:47Now you can see that they use a very limited set of HTML and CSS.
06:51It does not support the float tag, the float tag is used to create text wraps and runarounds.
06:57So in other words, you can't use a drop cap in a Kindle eReader.
07:02You can't have anything wrapping in a Kindle eReader.
07:04It only uses one main typeface for all the body copy and headers and such.
07:09The headers themselves like heading level 1, level 2 and so on, they don't have any
07:13margin above and below them, and every paragraph automatically gets a first-line indent of
07:18about a quarter inch.
07:20Now KF8 on the other hand--they are calling it 8 just because Mobipocket was 7, so KF
07:25stands for Kindle Fire, it's not really that KF8 file or anything--but KF8 uses many more HTML and CSS tags.
07:34Let me show you.
07:35If you follow that link, you can access the full list of the HTML and CSS tags that KF8
07:43theoretically supports. People are still discovering what works and what doesn't work, but it's
07:47far richer than what Mobi7 supports. It does support the float tag.
07:52If you have embedded fonts, they will appear as well on the Kindle Fire, and its engine
07:57is more likely the WebKit default, so for example, header levels will automatically
08:01have space above or space below them.
08:04So with two quite different formats, what are you suppose to do? Because here's the difficult
08:09part, you cannot upload two separate files to KDP. You can't say here, this is the file
08:14for e-readers and this is the one for Kindle Fires.
08:17If you're a big publisher or you're a high- volume eBook producer, like a conversion house,
08:22then you have a special kind of account with them, and you can upload two separate ones
08:27which would be ideal.
08:28In the meantime, all you can do is upload one file and in that one file they will convert
08:34it internally for both KF8 E-readers and their black and white e-readers. That means that
08:41you have to think very carefully about how you construct that EPUB so that it looks great
08:46in Kindle Fires, and it's still definitely readable on E-readers which probably at this
08:50point still have the majority of the market.
08:53One thing that a lot of people are using for this situation are media queries, which is
08:56a special kind of CSS that says, hey,
08:59if I'm on a KF8, do this with a Drop Cap style, but if I'm on Mobi7, do that with a Drop Cap style.
09:06And I have a link if you want to learn more about using media queries in EPUBs, very good article.
09:11And finally, you're going to have to test a lot.
09:14After you have created your Kindle eBook, which I'll show you how to do in the next couple
09:19videos, you need to get that file onto the hardware devices that your customers will
09:24use and also open it up in the software, the Kindle for Mac and Windows and iOS and Android
09:31because they all very slightly differently.
09:33You are not going to have the same experience across the board, but you want to make sure
09:36at least it makes sense, and it looks good in all those devices.
Collapse this transcript
Using Kindle Plugin for InDesign
00:00I mentioned in the first video in this chapter that you can download a whole bunch of great software
00:06from the KDP website, Kindle Direct Publishing, and I'm here on that page where you can download
00:11all the tools and resources, and I have downloaded the Kindle plug-in for Adobe InDesign which
00:17at this point is version 0.971 Beta, but it's been Beta forever, but it is nice that they
00:23keep updating it, and now it works for CS6, it came out a few months ago.
00:27This one Kindle plug-in works, by the way, for CS4 through CS6, and if you have an older
00:33system, it's asking you to install something to the system keychain, and I can tell you
00:38that sometimes I forget to do that, and it works perfectly fine anyway.
00:42But download it for Windows or Mac, and then you need to quit InDesign, run the installer,
00:48and then start InDesign again, which I have done, and we have our friend Mona open.
00:55Where is the Export to Kindle command? Right here under the File menu. Look at that Export
00:59for Kindle, isn't that incredible?
01:01If you create a book file, you'll find the Export for Kindle command right there in the
01:06Book Panel menu as well, so you can export an InDesign book to Kindle, not just a single document.
01:12Now I can tell you, though, that I don't recommend that you use the Export for Kindle plug-in,
01:17only because you have a really little control over what happens in the end.
01:21I guess it works great for simple eBooks, and this one is not quite that simple, it
01:26is the one that we are so familiar with.
01:28It's got a bunch of images and on the pages, you know there's a lot that's going on, we
01:34don't have any place TOC here, but that's on purpose, so I am going to show you why in a minute.
01:39We do have all the images that we have been working with before and a bunch of links and
01:44footnotes and so on and a lot of formatting, a lot of paragraph and character style formatting is going on.
01:50When we run it through the Kindle plug-in, it's going to crunch away and spit out a Mobi
01:54file, and we cannot extract the contents of that Mobi file to edit it like we can extract
02:00the contents of an EPUB file, so what you see in the end is what you get.
02:04Also using the Kindle plug-in ignores a lot of the really cool features in InDesign for
02:09EPUB like, for example, the Articles panel.
02:11If you're using the Articles panel to define layout order, the Kindle plug-in pays no attention to it.
02:17If you're using export tagging, it pays no attention to that.
02:21You can't use your own CSS, you can't use anything in Object Export Options.
02:26It ignores any alt tags that you have added, any InDesign artwork that you have told to rasterize and so on.
02:32So there are a lot of features that you lose, and you can imagine that you know this plug-in
02:37that works with version CS4 to CS6 of course is not going to be able to support all those
02:42cool new EPUB features that Adobe has added to InDesign. All right.
02:47So all that that put aside, it is so sweet to be able to simply choose from the menu,
02:52Export to Kindle. Let's go ahead and do it and see what happens.
02:55One thing, though, before we go to that dialog box is I need to have a stand-alone cover
02:59file because it's going to ask me to link to it.
03:02I don't have one yet, the first page of my document is the cover, but surprise, surprise,
03:07the Kindle plug-in ignores the InDesign feature of converting the first page of the document to a cover.
03:13But it's a simple matter of exporting what we do have here to JPEG.
03:17So I am going to select everything here, go to the File menu, choose Export.
03:23This time I want to Export to JPEG, and we'll save it right out there on the Desktop.
03:28You just want to export the selection, right now the entire book to JPEG, and let's give
03:35it a high res of 300.
03:38Remember from the Kindle Publishing Guidelines that the cover needs to be at least 600x800,
03:43which this is, and they want it to be high res to future proof our cover.
03:48So we'll leave the Quality at Medium and the Resolution at 300, that looks good, and I'll
03:53export it, and now let's go ahead and File > Export for Kindle, where do you want to
03:59save the Mobi file? And now we have a panel that's kind of like a PDF Export panel.
04:04It's kind of cool. It is much more detailed than previous iterations.
04:08I am not going to go through every single entry here because they do have on that page
04:13that you can download, a very nicely done Help file, the Help and Release Notes for the Beta plug-in.
04:20It's 30 pages long, but the first 15 pages are all about installing thing.
04:24So I am just going to jump forward, and then it goes through all the parts of InDesign
04:29where you can access the plug-in and then every single panel explained.
04:33Okay, so refer to that for more details, but let's jump back here.
04:38Essentially do you want to include the InDesign TOC entries, and yes I do. I want to use the EPUB entries.
04:44This is going to be for the navigational TOC and what format do you want the TOC to be
04:50in the actually EPUB because they're going to also put an HTML TOC, and you can choose
04:56indented according to the levels of your TOC or all flat at the same level, it can convert
05:02it to a numbered or bulleted list. You could also choose to link to a custom TOC.
05:07You have to add an anchor tag to the beginning of it, which I haven't done since I am not
05:11going to do that here, and then you would choose the text anchor from here.
05:15Now you have to choose the cover image.
05:17So I'm going to select History-of-Art.jpg, you can choose to embed fonts or only the
05:24ones that are used for your bullet characters, which I think is interesting. I am not going
05:27to embed any for now, and then in Contents, it can ignore or maintain consecutive white
05:36spaces, which I thought was kind of interesting.
05:38I'm going to say I don't want to preserve that, and I don't want to preserve forced line breaks.
05:44And where should I put the footnotes?
05:47Let's say at the end of the HTML files what it's saying here, before a new chapter starts.
05:52Or it could be at the end of the paragraph or at the very end of the last chapter. We'll leave it right there.
05:58This stuff for Images, the Image Alignment applies to floating image, not anchored images.
06:04And we want to use Optimize Images, the ones that you know maintaining what we did in InDesign.
06:10We don't want to send the original images through.
06:12It's going to automatically convert it GIF or JPEG.
06:15Remember, the Kindle does not support transparency in PNGs.
06:20Images may be further optimized to fit the Kindle file format requirements.
06:23Remember, an image can not be more than 127K, and there's more details if you click on this link.
06:30We do want to enter Metadata. It's already pulling the Title and Author from our XMP
06:35info, which is really nice.
06:37We'll call this Acme is the Publisher, and if you don't enter anything here, it will
06:41just use today, the date that you exported.
06:43So in fact, I am just going to leave all that empty.
06:46You don't really need an ISBN for Kindle books because Amazon will assign its own Amazon
06:51identifier, but if you have one, you can go ahead and enter it.
06:55You can enter description here, and you can also enter the description once you upload
06:58the book through Amazon, and the last one is do you want to be notified when there are
07:03updates to this plug-in? Of course you do.
07:06You can quickly spit out a Mobi, or you can do a Guided Export.
07:10Let's do the Guided Export, and depending on the options that you chose in those panels
07:15and what's included in your book, you will get different panels here.
07:19Here it's picking up that we are using a drop cap, and it's asking us how we want to set
07:23the margins for the drop cap, like you know, how much space on either side of the drop cap,
07:28and in the KF8 version--because this one Mobi file will be both for KF8 and Mobi7--
07:35what should the multiplier be?
07:36So one is the default type size, it's suggesting almost twice the type size for the drop cap
07:42that the KF8 does support.
07:45It's the Kindle Fire line. Mobis do not support drop caps, but it make a large gap, and it's
07:49suggesting one and a half times the size.
07:51I am just going to except all those suggestions, and now what it's doing is it's running it
07:56through KindleGen and apparently it's done.
07:59So that's always good and go to the Finder and on the Desktop here is our Mobi file.
08:04If I double-click this, this is just going to open up in the Kindle Reader, but I want
08:08to actually open it in Kindle Previewer.
08:11So I am going to go to Applications, find Kindle Previewer, that is another free program
08:16that you can download from the KDP website.
08:20This app lets you preview what the book will look like in different models, and I cover
08:24the Kindle Previewer in detail in another video in this chapter.
08:29History-of-Art, and we open it.
08:31Why is Mona gray? Because it's defaulting to the viewing it on the Kindle Touch, the
08:37equivalent of those E ink devices, those paper white devices I think.
08:41Let's look at it for the Kindle Fire, there she is, and now we can go through here and
08:46see how it came out. There's chapter 1.
08:48Now I want to show you something like do you see this problem with the graphic here in this paragraph?
08:53The graphic in the next graphic works fine, and so that first graphic, the problem.
09:01I just want to show you this is one consequence of using the Kindle plug-in is that in InDesign
09:08that first graphic is anchored as the last character in the previous paragraph and remember
09:13when you export to EPUB, InDesign automatically creates a new paragraph for every anchored graphic or text frames.
09:20So you don't need to create an empty paragraph return in which to anchor this.
09:24But the Kindle plug-in doesn't know anything about that, and so it's going to try and bring
09:28this in as they were anchored right inside the same paragraph, and it pushes the text out of the way.
09:33On the next page I actually put this into its own paragraph right here, so it supported it fine.
09:40That's just one example of some of the things that might go glitchy when you're using the
09:45Kindle plug-in, but there's no denying that it's probably the fastest way to get a Mobi
09:49out of your InDesign file.
Collapse this transcript
Converting with KindleGen and Kindle Previewer
00:00The Kindle Previewer is that free bit software that Amazon offers on their KDP portal.
00:06You can download it right here for Windows or Mac.
00:09It's a neat little utility that does a whole bunch of stuff, and for our purposes, it's
00:14probably the best way to create a Kindle book.
00:17Because it can take an EPUB that you have tweaked by cracking it open and editing the
00:23CSS and HTML files, and it can convert that to a single MOBI file that also includes the KF8 formatting.
00:30Not only that, but it can preview what your eBook will look like in a bunch of Kindle
00:34Fire and eReader devices.
00:37So this workflow gives you a lot more control than using the Kindle plug-in for InDesign.
00:43Kindle Previewer, by the way, automatically uses KindleGen while it processes the EPUB to convert it.
00:50So you do need to download and install KindleGen, but you don't need to run KindleGen.
00:55KindleGen as it says, here is a command line tool.
00:58So you would need to run it like from Terminal on OS X or the command line interface on
01:03Windows, and it's basically the engine that converts various file types to MOBI/KF8 format.
01:11But we don't have use the command line, we can just use Kindle Previewer.
01:15Make sure that you download both of them and install both of them before you begin.
01:18Okay, so then the recommended workflow here is that you start in InDesign, you tweak as
01:24necessary for KF8 and MOBI7, according to the guidelines that you downloaded earlier,
01:30you export to EPUB--I'm going to go ahead and export this to EPUB right on the desktop--
01:33and we don't need to view it after exporting.
01:38In the resulting EPUB you open it up, you tweak whatever you want to do, you see what
01:44it looks like in various eReaders.
01:46You can't see what it's going to look like on any Kindle Readers because it's not converted yet.
01:50But there might be some basic changes that you want to make to the EPUB even before you
01:54took a gander, and then you open this up with Kindle Previewer.
01:58So I have that queued up over here, double- click Kindle Previewer, and the homepage--this little
02:04home right there--lets you click to open a book, and you can see that it can open up
02:08a MOBI file, an EPUB file, an HTML file, or even an OPF, that's for the people who are
02:14handcrafting their own EPUBs, and we're going to choose open the book to preview, and we
02:22want to choose our EPUB.
02:24Now it is using KindkeGen to crunch through it, and it's done that's good.
02:29Sometimes it's not able to create a good MOBI, and it will tell you why even when it's successful
02:35as it is here, it'll still tell you what it did.
02:38So here's all the work that it did while we were sitting here, it unpacked the EPUB file,
02:44it did whatever MOBI kind of stuff it needed to do with the metadata and the HTML files,
02:50it built the table of contents, it did some other crazy stuff, very geeky here, at the very bottom.
02:57The file format version is version 8, so it's good for KF8 and also the Mobi file is built successfully.
03:04The output file creates a Mobi file from it, and you can click to see where it is.
03:11It names it according to the date that it created it and the time.
03:14You can just click OK, and then it's going to go ahead and open up that Mobi file, and here it is.
03:20So this is the cover. We're missing a table of contents. This is something that we could
03:24fix in the EPUB. This is a navigational table of contents, and we click on Painting in Spain,
03:32and it brings us to painting in Spain, and I really didn't tweak this at all for MOBI 7,
03:37so this is the sad thing that's happening to our drop cap.
03:40But if you want to see what it's going to look like on a different kind of Kindle, just
03:44go up to the Devices dropdown menu. It's by default showing us what it would look like on a Kindle Touch.
03:50If you want to see what it would look like on a generic eReader, it's that one. It doesn't look too bad.
03:57If you want to see what it would look like on a Kindle Fire see, there is our drop cap. It looks much better.
04:03You want to see what it looks like tiny on Kindle for iPhone.
04:06So the Kindle software for the iPhone is still MOBI 7 apparently.
04:11But you can see that KindleGen and the Kindle Previewer went through and decided what to
04:17do with their drop cap here, which I think is very nice of them.
04:20So let's say that you added this MOBI file to your device, and you didn't like how it looked.
04:24Well, then you just come back here to your hard drive, and you edit the EPUB again, you
04:30zip it back up as an EPUB, and you reconvert it.
04:33So that's the best way to create a Kindle version of your eBook. It gives you a lot
04:37more control, make a good InDesign file, export it to EPUB, and convert it with Kindle Previewer.
Collapse this transcript
Converting EPUB for other resellers
00:00Assuming you have a solid EPUB that validates with EpubCheck, then there actually is not
00:07that much more work that you need to do to get this EPUB ready for other major resellers.
00:12What you will need to do, though, is go to those sellers and see if you can get any special
00:18kind of publishing guidelines.
00:20We looked quite closely at the Amazon publishing guidelines, and most publishers like Apple
00:26and Barnes & Noble and Kobo have publishing guidelines if they have a way for independent
00:32publishers to upload their eBooks.
00:36You can imagine this has taken everybody quite by surprise that there will be many people
00:41in the world who want to publish their own books rather than give them to a publisher
00:45to do, so not everybody has a portal for independent authors and small publishers, but those that
00:52do often have publishing guidelines.
00:54So, for example, if you want to sell your books directly through the iBookstore, you
00:59have to have an iTunes Connect account, and I'll definitely talk about that in the next chapter.
01:04Once you have set up that account, then they give you a special log on to a portal where
01:09you can download all sorts of information, including their publishing guidelines.
01:14Unfortunately, I can't share those with you, because they are behind that firewall.
01:19If they're publicly available, I can share stuff with you.
01:21But what I did do is I queued up this quite good Book Publishers: Frequently Asked Questions
01:26page that has a link to the application and gives you a bit of information.
01:31And I think that I have brought up in a few different videos that, for example, for the
01:34iBookstore, if you want to include fonts, then you have to include the certain file
01:39in your META-INF folder, those are the kind of things that you learn from their guidelines.
01:45And if you watch that video, you saw it was just a small extra step to do.
01:48So it's not like you have to start all over from the beginning and redo all your styles,
01:53kind of like what you need to do for the Kindle, but for the other publishers who all accept
01:58EPUBs, if you want to maximize how your EPUB looks on their device, then you should definitely register with them.
02:05Here is another one, Barnes & Noble, as you know, sells the NOOK eReader, and one thing
02:10you should do would be to download the software for the NOOK.
02:13So like here, under Computers, we would download the NOOK eReader for the Macintosh.
02:19Now, this doesn't simulate the NOOK exactly, it's not the same thing as say Kindle Previewer,
02:25which previews how a Kindle book looks on different devices, but it definitely can show
02:29you any EPUB that you have purchased from the NOOK Store, and you can open up an EPUB
02:34that you have created in the application.
02:36Now, to get their publishing guidelines, though, is a different story.
02:39First of all, you have to find out, do they have a special program for independent publishers?
02:45And they do, it's called PubIt! for independent publishers.
02:48The books that you upload, though, are not sold in the main Barnes & Noble NOOK Store, they
02:53are sort of like in their own special neighborhood.
02:56Here in NOOK Books, if you go down to PubIt Books > Trademark, Discover Independent Authors.
03:03So all these books were uploaded by people who joined the PubIt! program.
03:07I found it difficult to locate the registration page as a link anywhere on their website.
03:12I don't know if they're phasing out the program or what's happening.
03:15That would make no sense whatsoever since independent publishers are growing by leaps
03:20and bounds, but I did find it at some point.
03:24You need to write down this URL, pubit.barnesandnoble.com, and then you will be able to get there.
03:30Once you create an account, and it's free to create an account, then you will have a
03:33log on to a special portal, where I am going to sneak you in really quick here and show
03:37you that under the support tab, they have Formatting Guides, and you can download their
03:42EPUB Formatting Guide and tweak your EPUB just for the PubIt! Store and the NOOK Reader.
03:48I can't open it up, as I said, because it's behind this little firewall, but I can tell
03:52you that, for example, it suggests to add page margins of 30 pixels around the top,
03:58left, and right, but 20 pixels at the bottom.
04:01It tells you that the maximum viewing screen area is 600x730 pixels.
04:06Unfortunately, their guidelines, this EPUB Formatting Guideline was last updated in 2010,
04:11and I would imagine that there are more NOOKs that have come out since then but the good
04:15news is that they have a very lively and active PubIt! Community Board
04:15where people just like you are posting questions all about formatting
04:19their EPUBs and selling them on the PubIt! Store.
04:28Similarly, the Kobo bookstore has a program for independent publishers called the Writing Life,
04:33which I thought was kind of neat.
04:35If you're in the U.S., Kobo might ring a bell, but it doesn't sound really familiar.
04:40But if you are in Australia, New Zealand, Canada, the UK, it's one of the big players
04:45in the eBook market, and there is a lot of people who read in those countries.
04:49It's free to join the Kobo program. Just go to where it says Authors & Publishers.
04:53If you are a larger publisher that has like a production schedule, and you're doing 10-25
04:58books a year at least, then you might want to become an official Kobo vendor, and you
05:02would get more support.
05:04But I really like what Kobo is doing here for people who are independent or running
05:09small production companies or small publishing houses as a way to build a nice community around them.
05:15One thing that all of these resellers have in common in all of their programs is that
05:19they want you to start with an EPUB that is valid, and because you have been watching this
05:24course so far, you know exactly how to do that, so you are ahead of the game.
Collapse this transcript
11. Distributing Your Ebook
Getting an ISBN for each edition
00:00If you're publishing your own eBook, you're going to have to get an ISBN.
00:05That is a unique identifying number used by libraries, the Library of Congress, bookstores,
00:10online retailers, and so on.
00:12And this is the homepage of the isbn.org, isn't it lovely?
00:17In the United States this company, Bowker-- and that's where that link would lead you to--
00:22is the provider of all ISBN numbers.
00:26You go to their website which is myidentifiers.com and click on ISBN, and you purchase your ISBN
00:34numbers right from them.
00:35Now a single ISBN is kind of pricey, it's $125. It would make much more sense to purchase
00:40them in a pack of the least 10, which is $250 or just 25 bucks for IBSN, a lot cheaper than a single one.
00:49The reason you might need more than one ISBN, because you might publish another book or
00:53when you update that book, you need to make some major changes, and you do a second edition
00:57that has to have it's own unique ISBN as well.
01:00Now, you cannot reuse your print either hardcover or paperback ISBN for the eBook, the eBook
01:07has to be its own separate unique ISBN number.
01:10Even if you are creating a PDF eBook for sale, that PDF has to have its own ISBN number.
01:17Now if you're going to be using an aggregator, a third-party vendor to sell your eBook--
01:22and I'll be talking about them in another video in this chapter--a lot of them will include
01:27the cost of the ISBN with their service.
01:30Or if you're going to be selling your eBook mainly through the Amazon Kindle store, you
01:34don't have to buy an ISBN for them, because they don't use ISBN for their eBooks, they
01:39assign an ASIN and an Amazon identifier.
01:43If you want to attach an ISBN number to one your Kindle books, you can, it's optional, but
01:48they don't require it.
01:49In fact, the only major reseller that deals with independent publishers and authors that
01:53requires an ISBN is the Apple iTunes, iBookstore.
01:58Everybody else either assigns their own internal number or they include an ISBN in the cost
02:04of joining the program.
02:05If you have more questions about ISBNs, this website, the Bowker website, has a great Help
02:10section an ISBN FAQs like if the price of the book changes, does the ISBN?
02:16Can an ISBN be reused? Can I use one of my friend's ISBNs?
02:21Some silly questions I guess they have heard everything over there.
02:23Of course, if you're just a producer or you're a little cog in a big machine in a publishing
02:28house you don't have to worry about creating an ISBN, but even if you're a freelancer, often
02:34you'll be dealing with authors who have never published before.
02:37You're going to have to remind them, hey, you need an ISBN, here's where you go.
02:40Would you like me to buy one for you? And add it to the cost of your bill and so on.
02:45The ISBN as said is mainly for the United States. If you are out of the United States,
02:49there is still an ISBN number you need to get, but you can't use that myidentifiers.website.
02:54Go to isbn-international.org and then just click on the National Agencies.
03:00So, for example, if you're in Belgium, French speaking, and you need an ISBN number for
03:04your eBook there, then choose that and you would email this person or go to this website.
03:09I have to tell you it's kind of tickled to find out where ISBN numbers are born, because
03:14growing up as a reader, I always saw that number and I wondered who assigns these numbers?
03:18Well, now you know, this one company making a lot of money from ISBN numbers but some
03:24sort of unique ID number is required for any EPUB that you publish.
Collapse this transcript
Getting your ebook into the Kindle Store, iBookstore, or NOOK Store
00:00Now that you have your final EPUB, and you have your ISBN number, it's time to go out
00:05and make a million dollars, right? Well, yes, it's true. It can be done.
00:11Your choices as far as how you are going to make a million dollars come down to one of
00:16three methods, and they are not mutually exclusive, you can do them all at the same time.
00:20The first method, the one that I'm going to talk about in this video is by creating a
00:24direct relationship with the major eSellers out there, people who are selling eBooks.
00:29For me, that is the Amazon Kindle Store, the Apple iBookstore, and then to a lesser extent
00:36either the Barnes & Noble NOOK Store or the Kobo Store, or both.
00:40I'll just be talking about the NOOK Store in this video.
00:43The second method is to use a third-party aggregator.
00:46There are a number of really great companies out there that will take your EPUB and they
00:51will take care of adding all the metadata and getting all the information that all these
00:56resellers need, and they will submit it for you and pass through all the income.
01:02But of course, they have to get paid somehow.
01:03So you're going to have to pay them some money for that service.
01:06I'll be talking about that in the next video. And finally, you can just sell it yourself.
01:11You can post your EPUBs on your own website, or you can use an eCommerce solution where
01:16they sell digital stuff just like any software vendor.
01:20You have a lot more responsibility that way, but then you don't have to pay any reseller
01:25or aggregator anything. You get to keep all of the income.
01:29And in many cases, you can combine all three methods.
01:32You can sell your Kindle books with Amazon through a direct relationship with them, use
01:37an aggregator for all other venues, including Apple iBookstore, Kobo Store, NOOK Store,
01:42Sony Store, all those places, and also sell some from your own website.
01:46So let's talk about creating a direct relationship.
01:50To set up an account with the Amazon Kindle Store, go to kdp.amazon.com and sign in with
01:56your Amazon account, or create a separate new Amazon account--you only need an email address
02:01to do so--and then sign in.
02:03Now, I can't really show you what it looks like after you sign in, because that's proprietary
02:08information for Amazon, but I can describe it to you.
02:11I can tell you that it's a very simple few pages where you type in the name of your book,
02:17enter the names of your contributors, write a description, 4,000-character field where
02:22you can write a description, enter any keywords that you want people search for and end up with your book.
02:28You can upload a high-res cover, in fact they require it.
02:32Then you can choose whether or not you want DRM, Digital Rights Management.
02:36It's just a radio button that you turn on or off.
02:39You set the price that you want to sell the book for, and you upload the EPUB and they
02:43will convert it to MOBI for you, or you upload the MOBI that you have already finished.
02:47If you upload an EPUB, they'll crunch it through their version of KindleGen and then give you a preview of it.
02:52And from the people that I have talked with who are selling things on Kindle Store, and
02:56from my clients, it takes anywhere from 24-48 hours for it to be ready for sale, it's fantastic
03:02and very simple to do.
03:04Let's take a closer look at some of the details of how the Kindle program works for publishers.
03:10You're going to need a tax ID, your Social Security Number, if you're a company, your FEIN number.
03:16And if you are not in the United States, then you'll need what's known as an ITIN, and I
03:24have that queued up here, an Individual Taxpayer Identification Number, or Form W-7.
03:30Now, the people that I have talked to who have filled this out say that it's really not that
03:33big of a deal, as you can see it's just one page long, and essentially just gives you
03:38a tax ID number for the IRS to identify you, because Amazon and these other U.S.
03:43companies are beholden to the IRS, to the Internal Revenue Service, to let them know
03:48who they're sending money to.
03:50And if you don't owe income taxes, then that's fine, but you have to have a number that identifies you as such.
03:56So you can go to irs.gov, look for Form W-7 and fill that out to get your own number,
04:02and I have heard that it just takes a couple of days for the IRS to turn around and email
04:06you your ITIN number.
04:08If you go through this, by the way, and you find out differently, please by all means
04:12contact me via email because I'd like to find out more.
04:16The ISBN is optional, as I said in a previous video.
04:20And then the money that you earn is you get 70% royalties for your eBooks that are priced
04:26between $2.99 and $9.99.
04:29That's why the vast majority of Kindle books are priced there.
04:32If you price it less than that or more than $9.99, then you just get 35% royalties.
04:38And I think that that is how the royalties work in some other countries as well that
04:42they don't have the 70% option.
04:44Once you log in, you'll see the current details for your country and your situation.
04:50Unlike any of the other EPUB sellers, also Amazon charges you a download fee.
04:56So if your book is kind of large, then Amazon will charge you 15 cents per megabyte as people
05:02download it, which could eat into your profits quite a bit.
05:05Now let's look at the Apple iBookstore.
05:08Go to itunesconnect.apple.com, and if you are not already a member, an official iTunes
05:14Connect account holder, then you'll see the iTunes Connect Account Application.
05:18They keep tweaking this first page, so it might look a little different when you see it.
05:22But what they want to know is what do you want to sell with us?
05:25And if you want to sell multiple things, if you want to sell apps and music and books,
05:30you have to have three separate iTunes accounts.
05:32That is one requirement is that you have to have an account with iTunes, so that means
05:37you need a unique email address, and you always need to have a credit card number associated
05:42with your iTunes account.
05:43Let's say that you wanted to sell books, here are all your other choices, Music, Books,
05:48TV, and you click Continue, your books on the iBookstore.
05:53And then these are the steps.
05:54You complete your application, it's like two or three pages online.
05:58You confirm your account via email.
06:00You download an app, and then you use that app to upload your EPUBs to the iTunes iBookstore.
06:08Note that iTunes Producer, the app that you use, only runs on a Mac version 10.6 or later.
06:14So if you want to sell your books directly through the iTunes iBookstore, you have to
06:19have a Macintosh, or you have to have a really good friend who has got a Macintosh and will
06:23let you use it all the time.
06:24There is another decision that you have to make, whether or not you have to buy a Macintosh is the first one.
06:29The second one is what kind of account do you want?
06:32And they just started offering this Free Books Account.
06:35With a Free Books Account, you get iTunes Producer, you get the direct relationship,
06:38but you can only upload free books.
06:41Maybe that's all you want, maybe you are a company, and you want people to be able to
06:45download free samples of your books or something like that.
06:48I can't really imagine why anybody would want a Free Books Account.
06:51But it still requires an Apple ID, a valid email account, a Mac running 10.6 or later.
06:58Now, a Paid Books Account is the kind that most people have, where you can actually upload books for sale.
07:03You don't have to sell a book, by the way, you can create a Paid Books Account and not
07:08sell a book for a year.
07:10One of the reasons you might want to do that is because with a Paid Books Account you get
07:14all of the goodies that Apple has for publishers.
07:18With a Free Books Account, you get the Apple publishing guidelines, so that's good.
07:22But with a Paid Books Account you get that, plus you get that really neat Book Proofer
07:26app that I showed in a couple of videos, and you get more information on top of that.
07:30However, you do have to give them some financial information.
07:34You have to give them the tax ID, you have to have a valid bank account.
07:38Go to itunesconnect.apple.com to apply.
07:41For a Paid Books Account, you need that iTunes account tax ID.
07:45Any royalties you make are paid by electronic funds transfer, so you need a valid bank account.
07:51You use iTunes Producer to upload the EPUB.
07:54Apple iBookstore does require an ISBN, Amazon does not, the NOOK Store does not, and you
08:01get, as you probably know already, 70% royalties for your books.
08:05There are pricing guidelines, there is a minimum and maximum price.
08:08There is no charge for downloading, and your books on the Apple iBookstore can be much
08:13larger than on the Amazon Store.
08:15On the Amazon Store, they can't exceed 50MB, on the Apple iBookstore they can be way
08:20larger than 50 megs, as they often are. Now let's look at Barnes & Noble PubIt!
08:26Go to pubit.barnesandnoble.com and create an account, and then you'll be able to log
08:32into their portal and sell your NOOK books through their special section on their website
08:37just for independent authors.
08:40The royalty splits are pretty close to what Amazon does.
08:43You get 65% for any books priced from $2.99 to 9.99, otherwise 35%.
08:49Now, of course a lot of these numbers may change by the time you are watching this video.
08:54Please make sure and recheck what the sites say for royalties and so on.
08:59However, they do require a tax ID, and they need a U.S. bank account.
09:05They want you to have a credit card on file in case people return the eBooks, which I
09:09think is kind of funny.
09:11And then you upload EPUB format, that's the only format they accept, and fill in any metadata
09:16online in their PubIt! Portal, similar to how you fill that in with the Kindle when you upload right to the portal.
09:22It's only the Apple Store that uses a separate app, ITunes Producer to do all this kind of stuff.
09:28What I love about this is that you can do almost all this work online.
09:32It does not cost a thing to create your own direct account with any of these eBook resellers.
09:37And if you don't mind a little bookkeeping and babysitting of these accounts, then you
09:41don't have to pay any aggregator any fee to take care of this for you. It's great.
Collapse this transcript
Using third-party aggregators
00:00When you're applying for an iTunes Connect account--what I was showing in the last video--
00:06there is a little link at the bottom one of the first pages that says, hey, you don't have to
00:10establish an account directly with us, you can use one of our approved Aggregators.
00:15And if you just look up iTunes Connect approved Aggregators or iBookstore Aggregator,
00:19you'll end up with this page.
00:21It lists links to different companies and says what they offer.
00:25What is an Aggregator?
00:27An Aggregator is a company that takes a huge headache off of these eBook resellers, off
00:32of Amazon and Kobo and Apple and so on.
00:37Because they make sure that all of the eBooks that they submit on behalf of their client
00:41authors and small publishers already fit all the specs required by that e-seller.
00:46They take care of all the metadata, and then they do all the financial reporting back to
00:50their clients--that's us--and they do all the tech support back to their clients.
00:55So there little man and they do a great service, you might consider using an Aggregator.
01:00But I want to tell you about a couple things to watch out for when you are investigating Aggregator services.
01:04Like for example, let's take a look at one of them Smashwords which I have already opened up.
01:09Smashwords is well-known in the eBook production circles. Their main clientele are authors who
01:15write in Microsoft Word. That link brings you right to how to Publish and Distribute Ebooks
01:20to the Apple iBookstore. It's quick, easy, and Free.
01:25And instead of earning 70% of your money, which is what Apple would give you, you earn 60%,
01:31so in other words, Smashwords is keeping 10%.
01:34But if you come down here, Apple iBookstore Publishing Checklist, look under Format.
01:38You have to follow their Style Guide, and your book has to be uploaded as a Microsoft Word
01:44DOC file. You cannot upload PDF or EPUB or MOBI as your source file.
01:49So not all these aggregators are ones that you want to use.
01:53And out of all these aggregators, I have heard mixed reviews.
01:56Let me tell about two aggregators who are not paying me to endorse them, but I'm only
02:01mentioning them because they have been around for a while, and I personally know people who have
02:05used them and they are happy with their services.
02:07One of them is called the BookBaby. The BookBaby service works like this.
02:11You sign on, you upload your EPUB file, that's only 99$ if you do that, they charge you more
02:16if you upload a Word file or something, and then they sell your eBooks worldwide, and
02:22you get paid 100% they don't keep a cut.
02:24They have a really great place to keep track of your cells called their Accounting Dashboard
02:29that you can log into. You can download these reports to your Excel file if you want.
02:34They distribute your eBooks to all of these resellers.
02:37So the big ones like Apple and Amazon and NOOK and also the Reader Store for the Sony
02:41Reader, Kobo all these places.
02:44Another good one that I have heard about recently is called PigeonLab, PigeonLab offers one
02:49servers, they distribute your eBook that's it.
02:52You need to ensure that the EPUB and MOBI File that you upload to them is good to go
02:57and according to publisher specs.
03:00They are based in San Francisco, and they distribute to these resellers, and in fact, if you go to
03:05the FAQ--I thought this is interesting that if you scroll down it shows what countries
03:10my book be available in and the nice little cheat sheet showing you know where the Kindle
03:15store distributes to, where the Apple iBookstore distributes to.
03:19So I have this page bookmarked just for reference.
03:22One thing to keep in mind, though, is that they are a little bit more expensive than BookBaby.
03:26It's $99 per book, it look like they have just reduce their price.
03:30And if you need ISBN, they will give you one. You don't get a discount if you have your own.
03:34On top of that, they keep 10% of net sales. So that's after the retailer's fees.
03:40You sell your book for $10, Apple gives you $7, they take 70 cents from there, so you get $6.30.
03:49Covers sales reporting, book information changes, uploading new files, there are no yearly subscription fees and so on.
03:55Like BookBaby, the good things I have heard about PigeonLabs is that they know what they're
03:58doing and they are humans on the other end of the phone if you have a question.
04:02So time is of the essence, and you don't want to bother with creating your own individual
04:06accounts, set up an account with a trusted aggregator and let them take care of the nitty-gritty
04:10details while you lean back and collect the money.
Collapse this transcript
Selling from your own website or ecommerce site
00:00You know what? You don't have to be a genius programmer to sell your own EPUBs on your own website.
00:06There are lots of companies out there that will tie into your WordPress site or your
00:10static site or whatever kind of website you are running that can handle the sales of your digital eBooks.
00:17Any site that provides software sales for small developers can also sell eBooks.
00:22Let me show you a couple of these services and some publishers who are already taking advantage of them.
00:27Like, for example, this site called mycommerce.com that I know of as Esellerate has been around
00:34for years, and it's extremely robust site that lets you upload files for people to download.
00:41And then you can either create a store using Esellerate with hooks into it from your own
00:46website, or you can integrate their code in your website.
00:50They give you monthly reports, they do automatic transfers to your bank accounts as sales are
00:55done, they take care of sales tax, and they just take as you can see a small fee from every sale.
01:017.9% is a lot better than 30%, right?
01:06Another similar kind of company is KAGI, you may have heard them because lot of time small
01:11software developers and plug-in developers use their service.
01:15And you can have a hosted online store just as you can with Esellerate or you could host
01:20it all inside your own website, and it's only the shopping cart that takes the user out to their site.
01:27I was searching around to see if there are any eBook publishers that are using KAGI and
01:30yeah here is one called Wind River Press, looks beautiful.
01:33So this is there book catalog, and if you want to order one of these books you just
01:37click the order online, and it brings you right to the KAGI online store.
01:40Here is another publisher, Take Control EBooks, run by a friend of mine Adam Engst and his wife Tonya.
01:47They have published a ton of eBooks and they used to publish solely in PDF format, and
01:52now they're also offering it in EPUB format as well.
01:55And here's their page with their feature titles, and they have published probably about 100 titles so far.
02:01Let's say that I want to buy Take Control of Troubleshooting Your Mac, I go to More
02:05Info, and there is all sorts of info about the book, there is an FAQ, a Blog from the
02:11author, I can download a sample and then when I want to buy it, it's right here Buy the eBook.
02:17I click Buy eBook, and it brings me as you can see from the URL to the Esellerate store.
02:22This is hosted on the Esellerate website, but it's really easy to mimic your website's
02:27look on the Esellerate store.
02:30I can enter my personal info, my credit card, Esellerate takes care of the credit card processing,
02:35you don't have to worry about creating a merchant account or anything, or people can pay by PayPal or eCheck.
02:40They can enter coupon codes and then once they pay they can immediately download the
02:45eBook right from the Esellerate store.
02:48I know Esellerate because that's what we use on the indesignsecrets.com website that I
02:52co-host with David Blatner.
02:54Now we are right in the middle of the huge redesign, so what you see if you go to indesginsecrets.com
02:59may look quite different than what I am showing here.
03:02But I have clicked the Store icon, and we sell both hard goods and digital goods on
03:07our Esellerate store.
03:08So, for example, here is an eBook. If I want to buy this eBook for what's new in InDesign
03:13CS6, it opens up, and I can go ahead and order, you can see it's not quite as tricked out
03:18as that Take Control Book Store is.
03:20If I want to go to continue shopping, you can see that we have posters, videos and eBooks for sale.
03:26If I go to eBooks, here are the eBooks that we are selling.
03:29Very easy to do, didn't take that long to set up, and I am definitely not a coder, and
03:33I am the one who set that up.
03:35Even if you are already selling your eBook through the Apply iBook store or the Kindle
03:39store, you can still sell it yourself on your own website.
03:42Just follow their guidelines as far as competing prices and so on. They don't want to sell
03:47it for $2 on your website where it's $10 on their website, but even when they are
03:52the exact same price you're going to collect much more money because you don't have to
03:55pay those direct resellers and/or the aggregators their cut, right?
04:01Something to consider.
04:02Checkout Esellerate and KAGI and any other similar kind of e-commerce provider, and I
04:06think you will be pleasantly surprised how easy it is to set this kind of thing up.
Collapse this transcript
Conclusion
Next steps
00:00Unlike a software program, you actually have to constantly be checking every day for new
00:06stuff that's happening in our field of EPUBs and digital eBook production in general.
00:12So I'm going to show you a few of my highly- recommended sites that you should be checking in order
00:17to keep up and learn new features and get answers to your questions.
00:21First of all, please follow me at InDesignSecrets.com. This is the blog and podcast that I co-host
00:28with business partner David Blatner, who is an InDesign Guru and has done many titles
00:33here at lynda.com as well.
00:35We do often publish more information about EPUBs and what's happening with InDesign as
00:40far as EPUB production is concerned.
00:43We have a sister site run by Matthew Diener who is a genius when it comes to eBook production
00:49and distribution called ePUBSecrets.com, and you can see he is writing some high-end stuff
00:54about MathML Support, Reviewing EPUB Myths, talking about conferences coming up.
01:00So check out ePUBSecrets and follow that one as well.
01:03One of the best ways to get information is by going to the mobileread.com/forums, click
01:08Forums and check out all this good stuff that's happening down here.
01:11So, this is about eBook readers, but if you keep scrolling down eBook software, so Calibre,
01:17Sigil, EPUBReader, eBook Formats.
01:19If you have questions about EPUBs, Mobis, and so on, this is where you post them, and
01:24this is where you get some wonderful information.
01:26Like those scripts that I was using throughout this title for zipping and unzipping and validating,
01:32I found all of those here.
01:34Somebody posted them, and I downloaded them from the mobileread.com/forum.
01:37This is an excellent brain trust of experts, and I highly recommend that you visit this at least weekly.
01:43What I visit daily is the eproduction, #eprdctn, on Twitter.
01:50A Hash tag is like a tag, and so you don't have to follow people on Twitter.
01:55You don't even have to have a Twitter account. I am not logged into Twitter at all.
01:59See what it says, Have an account? Sign in.
02:01But anybody who posts anything having to do with EPUBs or Kindles or Digital Books adds
02:07this Hash tag, and you can learn a ton of stuff from here.
02:11This is where I post my own questions and where I answer questions.
02:15The eprdctn group even has a weekly Tweet chat from 11 a.m. to 12 p.m.
02:22every Wednesday morning, that's Eastern Standard Time, 11 to 12.
02:26Go to Twitter or go to tweetchat.com and do a live search for the eprdctn hashtag.
02:31And you can see them all talking about whatever the topic is for that week's hash chat or
02:36it's just a round table.
02:37So what I love about the eprdctn Twitter hashtag is that all the big experts in our field,
02:42people like Joshua Tallent who wrote formatting for the Kindle, Liz Castro who wrote
02:47EPUB Straight To the Point, they are there all the time along with their colleagues and people
02:51from around the world who are formatting for all different kinds of eReader devices and
02:56the developers of software for people who are making EPUBs, they are also posting with this hashtag.
03:02Please check it out, it's an excellent source of information.
03:05Speaking of gurus, you have got to follow Liz Castro.
03:09This is her website, elizabethcastro.com.
03:11She is the author of one of the best-selling series of books at Peachpit Press called HTML,
03:17HTML, XHTML, and CSS: Visual QuickStart Guide. It's right now in its sixth edition.
03:22I think I have the second and third edition on my book shelves.
03:24So of course she knows everything there is to know about HTML and CSS, and she is now
03:30writing all about EPUBs and publishing her own EPUBs.
03:33Including the one that I have been talking about a bunch of times in this video called
03:37EPUB Straight To the Point.
03:38Now, Liz comes at it from a coder's point of view, but if you saw starting like halfway
03:43through this video tutorial often what you need to do in an EPUB has everything to do
03:47with the HTML and the CSS code.
03:50And Liz writes for normal carbon-based life forms, you don't have to be a developer or
03:55a markup expert to understand what she is talking about with excellent examples in full detail, so follow her.
04:01She's also got a really funnily named blog called pigsgourdsandwikis.com where she is
04:08constantly writing about new stuff that she is discovering having to do with flowing and
04:12fixed layout eBooks.
04:14And a new book that just got published right before I started recording this video that
04:18I downloaded immediately and I love is eBook Typography by Chris Jennings.
04:23Not only is the eBook itself beautiful, but it talks about all of that things that we
04:27really want to be able do with our eBooks, but it's kind of tough to do because we're
04:31not experts with CSS and HTML.
04:34And he lays it all out. It is a fantastic book, and I highly recommend it.
04:37So those are the next steps. Keep learning, keep learning, and share with me.
04:42Please follow me at InDesignSecrets.com and email me any of your questions.
04:46I'd love to start a dialog with all of you who are listening to this video.
04:50Thanks so much for listening.
Collapse this transcript


Suggested courses to watch next:

CSS Fundamentals (3h 14m)
James Williamson

Creating a Fixed-Layout EPUB (3h 15m)
Anne-Marie Concepción


InDesign CS6 New Features (3h 21m)
Anne-Marie Concepción


Are you sure you want to delete this bookmark?

cancel

Bookmark this Tutorial

Name

Description

{0} characters left

Tags

Separate tags with a space. Use quotes around multi-word tags. Suggested Tags:
loading
cancel

bookmark this course

{0} characters left Separate tags with a space. Use quotes around multi-word tags. Suggested Tags:
loading

Error:

go to playlists »

Create new playlist

name:
description:
save cancel

You must be a lynda.com member to watch this video.

Every course in the lynda.com library contains free videos that let you assess the quality of our tutorials before you subscribe—just click on the blue links to watch them. Become a member to access all 104,141 instructional videos.

get started learn more

If you are already an active lynda.com member, please log in to access the lynda.com library.

Get access to all lynda.com videos

You are currently signed into your admin account, which doesn't let you view lynda.com videos. For full access to the lynda.com library, log in through iplogin.lynda.com, or sign in through your organization's portal. You may also request a user account by calling 1 1 (888) 335-9632 or emailing us at cs@lynda.com.

Get access to all lynda.com videos

You are currently signed into your admin account, which doesn't let you view lynda.com videos. For full access to the lynda.com library, log in through iplogin.lynda.com, or sign in through your organization's portal. You may also request a user account by calling 1 1 (888) 335-9632 or emailing us at cs@lynda.com.

Access to lynda.com videos

Your organization has a limited access membership to the lynda.com library that allows access to only a specific, limited selection of courses.

You don't have access to this video.

You're logged in as an account administrator, but your membership is not active.

Contact a Training Solutions Advisor at 1 (888) 335-9632.

How to access this video.

If this course is one of your five classes, then your class currently isn't in session.

If you want to watch this video and it is not part of your class, upgrade your membership for unlimited access to the full library of 2,025 courses anytime, anywhere.

learn more upgrade

You can always watch the free content included in every course.

Questions? Call Customer Service at 1 1 (888) 335-9632 or email cs@lynda.com.

You don't have access to this video.

You're logged in as an account administrator, but your membership is no longer active. You can still access reports and account information.

To reactivate your account, contact a Training Solutions Advisor at 1 1 (888) 335-9632.

Need help accessing this video?

You can't access this video from your master administrator account.

Call Customer Service at 1 1 (888) 335-9632 or email cs@lynda.com for help accessing this video.

preview image of new course page

Try our new course pages

Explore our redesigned course pages, and tell us about your experience.

If you want to switch back to the old view, change your site preferences from the my account menu.

Try the new pages No, thanks

site feedback

Thanks for signing up.

We’ll send you a confirmation email shortly.


By signing up, you’ll receive about four emails per month, including

We’ll only use your email address to send you these mailings.

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

By signing up, you’ll receive about four emails per month, including

We’ll only use your email address to send you these mailings.

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked