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InDesign CS4 to EPUB, Kindle, and iPad

InDesign CS4 to EPUB, Kindle, and iPad

with Anne-Marie Concepción

 


In InDesign CS4 to EPUB, Kindle, and iPad, author Anne-Marie Concepción shows publishers and designers how to use the software they already use to create print books and apply it to the emerging ebook market. The course shows how to prepare existing InDesign files for optimal EPUB and Kindle conversion, as well as how to design new projects for a dual print/ebook output, and apply professional text formatting, add links, and include search engine-friendly metadata. Instructions are also included for validating EPUB and Kindle files and setting up accounts at the major ebook distribution channels, including the Apple iBookstore, as well as selling ebooks directly to readers. Exercise files accompany the course.
Topics include:
  • Understanding ebooks and ebook publishing
  • Examining the EPUB format
  • Creating linked navigational TOCs
  • Formatting with paragraph, character, and object styles
  • Optimizing graphics for the EPUB and Kindle formats
  • Streamlining production with free InDesign scripts and plug-ins
  • Creating drop caps, pull quotes, and text wraps in the EPUB
  • Reviewing best practices for book cover images
  • Using cross-platform EPUB editors and utilities
  • Validating EPUBs
  • Proofing ebooks in iBooks, the Kindle, and the B&N Nook
  • Acquiring an ISBN for ebooks
  • Distributing ebooks with resellers and aggregators

show more

author
Anne-Marie Concepción
subject
Design, Digital Publishing, Ebooks
software
InDesign CS4, EPUB
level
Intermediate
duration
4h 48m
released
Mar 09, 2011

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Introduction
Welcome
00:05Hi! I'm Anne-Marie Concepcion and this is InDesign CS4 to EPUB, Kindle, and the iPad.
00:11This course covers the complete ebook workflow for getting your InDesign
00:15contents into a number of devices and EPUB reading software.
00:19From determining which format you're planning on using, then setting up the
00:23original InDesign file to make it EPUB friendly, to tinkering with the final
00:27EPUB in a variety of utilities like Sigil and Oxygen Author, to putting the
00:33final file out there for publication through Amazon's Kindle, Apple's iBookstore,
00:37Barnes & Noble's Nook, and plenty of third-party sites and options.
00:42I'll show you some specifics like setting up the images and other graphics for
00:46best presentation in an EPUB, adding and editing metadata to your files, and
00:50even building custom TOCs and covers for your final presentation.
00:55Ebook publishing is a great way to get your work to your waiting audience.
00:59So let's get started with InDesign CS4 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
00:05you're watching this tutorial on a DVD ROM, then you have access to the Exercise
00:09Files used throughout this title.
00:11So sometimes the exercise files are just an InDesign file.
00:15Just open that up in InDesign.
00:16A lot of times the files that we are using are EPUB files and they are opening
00:21up in my default EPUB Reader, which is Adobe Digital Editions, probably the
00:25same thing for you.
00:26During the title I'll be letting you know where to download all these different
00:29utilities that we will be using.
00:30And when we actually get into editing the contents of EPUB files, then you'll
00:36see that we're dealing with a lot of text files like XHTML files and XML files.
00:42And you can use any kind text editor that you'd like and I bounce around between
00:47a few of my favorite ones.
00:48If you don't have access to the Exercise Files, you can follow along from
00:52scratch or with your own assets.
00:54Let's get started.
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1. Overview of ebooks
What is an ebook?
00:00What is an ebook exactly and is an ebook the same thing as an EPUB?
00:06I want to actually talk about the different formats or meanings of the word
00:10"ebook," so that we can narrow it down a little bit, because I think a lot of
00:14people are kind of unclear on the concept.
00:16And in this video title it's not about ebooks in general.
00:20It's specifically about certain kinds of ebooks.
00:24To me an ebook is the same thing as, say, a digital book.
00:27It is a book that is an electronic file that can be attached to an email, for
00:32example, and sent to somebody or that can exist on a website.
00:37A book can even be a website.
00:38That would be an ebook as well.
00:40But I think when people think about ebooks, they are thinking of certain
00:43formats and the three main formats I have up here on the screen.
00:48It's the same book, Alice's Adventures in Wonderland, which is in the public
00:52domain now, and it's actually existing here on screen in three different ebook types:
00:58as an EPUB, as a PDF and as a MOBI file.
01:03And MOBI file might be more familiar to you as a Kindle file.
01:08This is the Kindle format.
01:09PDF I am sure is very familiar to you what a PDF is, and an EPUB might be
01:14unfamiliar but it's actually the main thrust of this video title.
01:17An EPUB is an open source ebook format.
01:21We are going to talk about all three right now first, just so you can see the difference.
01:25If I open up this PDF, it opens up in a Reader on this computer, and the PDF is
01:31a digital version of this book.
01:34With a PDF if you resize the screen, the type doesn't rewrap or anything like that.
01:40You can get the type to be smaller.
01:42If we come up here and press the big old minus sign, the type can get smaller
01:46and it can get larger, but basically what's happening is the whole page is
01:50getting small and getting large.
01:52So it's kind of like the layout is frozen into position.
01:56The layout looks beautiful.
01:57It's got great looking titles and great looking images and wraps some things
02:01like that, but essentially, a PDF is like a frozen page.
02:04Now, let's come back here and talk about an EPUB.
02:08An EPUB I happen to have open in Barnes & Noble ereader.
02:14So if you have like say a Nook, this might be how Alice in Wonderland would look.
02:19Now an EPUB is a re-flowable format.
02:22If I make the screen smaller or larger, look at the line endings. They are changing.
02:28The type isn't changing.
02:29The size of the type isn't changing, but the line endings are changing.
02:33What that means is that an EPUB is a format that can be reflowed depending on
02:39the size of the screen of the device in which it's being read and it's
02:42critically important.
02:43If you try to read that big old PDF on a little iPhone, it might be
02:48impossible, because the type to be too small to read, or you would constantly
02:51be scrolling from line to line.
02:54I can have this ebook open on an iPhone.
02:56We are going to have it open on a Kindle previewer.
02:59This is a Kindle for iPhone Previewer, so this happens to be the MOBI file,
03:03because it's the Kindle format, and if I go from page to page, you can see that this
03:08is what the ebook would look like on an iPhone.
03:12So, it has reflowed. Tthe line endings are much shorter but you can read it.
03:15You can read it very easily.
03:17You can still change the size of the type if you want.
03:20You can make it larger or smaller, but the fact it is a MOBI format, which is
03:26very similar to the EPUB format, means that it's re-flowable.
03:29Those are the kind of ebooks we're going to be talking about in this title.
03:33Is how to make this re-flowable format.
03:35It is the wave of the future.
03:37Now, don't get me wrong.
03:38I love PDFs and I would love for a way for us to be able to get this kind of
03:43reflowable text out of a PDF and still look good.
03:47Unfortunately, we're not there yet.
03:49So it seems at this point PDFs will be for one type of digital ebook but the
03:53vast majority of actual books that are being sold like on the Apple iBookstore
03:58and on the Kindle are going to be this re-flowable format.
04:02Here I have Kindle reader for the Macintosh, and here I can make it as large or
04:09small as I want and you can see how it reflows.
04:11So I don't know how often people will be reading an EPUB on their computer,
04:16but you can. Which brings me to something else that people ask me about all the time.
04:21All right so that's what a digital book is and that's what an EPUB or Kindle is,
04:25that it's reflowable book, but where do you read them?
04:28You can read EPUBs and Kindle books in lots of different places.
04:32You can read them and dedicated devices, like a Kindle or like a Nook or a Sony
04:36Reader or an Apple iPad. You can read them on the computer as well and you can mix and match.
04:42If you're on the computer especially, if you have the Creative Suite installed,
04:46you're probably going to be looking at EPUBs in Adobe Digital Editions.
04:50This is the free utility, kind of like Adobe Reader is for PDFs, Adobe Digital
04:56Editions, or ADE, is for EPUB files, and we will be using Adobe Digital
05:01Editions a lot during this title as a quick proofer for the EPUBs that we are
05:05exporting out of InDesign.
05:08Digital Editions can open EPUB files and it can open PDF files.
05:12We will mainly be working with EPUB files.
05:15Now, if you want to read EPUBs on some sort of external device, you could
05:20download some software. Like for example, Stanza is a very well-known EPUB
05:24reader for lots of different devices that you can download and install.
05:27It doesn't run on the desktop. Or if you have an Android phone, you could
05:32download this ereader, which is very popular. So you just install this software
05:36and then you can open up any kind of EPUB.
05:38You can even read an EPUB in your browser.
05:41So anywhere that you have a browser on your computer or on an iPad or an
05:45Android, you can go to ibisreader.com and you can actually open an EPUB directly in here.
05:50You can even organize your library of EPUBs this way.
05:54If you go to Amazon.com, now Amazon.com uses a different format for re-flowable
06:00ebooks called the MOBI format.
06:02So we are going to be talking about the EPUB format and the MOBI format in this title.
06:07If you want to purchase an ebook from the Amazon Kindle store, it's going to be
06:11downloaded in MOBI format.
06:12So how do you read that?
06:13Well, Adobe Digital Editions can't open that, neither can Stanza, but luckily Amazon
06:19has created all sorts of free Kindle reading apps.
06:22So if you go to Amazon.com and in the Kindle file menu, you choose Free Kindle
06:26Reading Apps, you'll see that you don't even need a Kindle to read the digital
06:30books that you purchase on Amazon.com.
06:32You can install the Kindle Reader app on your iPhone, on your PC, your Mac,
06:37Blackberry and so on.
06:38Another easy way to access EPUBs are directly in your browser.
06:43Firefox has a plug-in that lets you open up the EPUBs directly in the browser.
06:47And so you can see it's still reflowable, I can resize the window and the text
06:51reflows, but I can still access the chapters and so on, just as though I were
06:57reading it on an external device.
06:59So hope you have a better idea of what an EPUB is.
07:01We are not going to be talking about PDFs, so you go away.
07:05We are going to be mainly talking about EPUBs, which is the default almost I
07:10guess you could say generic open source format for re-flowable ebooks, and the
07:17MOBI format is very closely related to that.
07:20We are going to be talking about the MOBI or the Kindle format in its own
07:23chapter later on, but as you learn, once you create a really good EPUB, then it's
07:27not that difficult to convert it to the Kindle or the MOBI format.
07:31So we are going to be really concentrating on working with EPUBs out of InDesign.
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Where do I find and sell ebooks?
00:00The entire ebook marketplaces like a bizarre from the olden days.
00:04There are all sorts of places.
00:06There are huge established entities where you can peruse and download and
00:10purchase ebooks, and then there are young upstarts and everything in between.
00:15So let's talk about where you find ebooks and how you can sell your ebooks. Just an overview.
00:21Of course, we're going to be devoting a lot more time later on this video to
00:24exactly how do you get your ebooks up here for sale.
00:27First of all, if you just want to start downloading some EPUBs, here is a really
00:31good place to try is epubbooks.com.
00:34You can see, they have a tone of free books that you can download and there
00:37is also places where you, as an author, can search for ebooks and you can buy ebooks as well.
00:42Another big one is feedbooks.
00:44A lot of EPUB readers that you can download like Stanza, they have a
00:49links directly to feedbooks, so that you can go ahead and search for
00:53EPUBs and download them.
00:55A lot of free ones and a lot of ones for sale.
00:58And Project Gutenberg is probably the most famous source for locating free books
01:03that are in the public domain, and most of the books on Project Gutenberg are
01:07being converted to the EPUB format.
01:09A lot of them already available as HTML, but slowly but surely they're becoming
01:13EPUBs, so you can download them to Adobe Digital Editions or Stanza or any of
01:18the other ereaders that can read an EPUB.
01:20Of course, one of the big kahunas in the marketplace is Amazon.com and this
01:25where people download a ton of ebooks.
01:28But anything you download from Amazon.com, remember, cannot be opened in any
01:33device that doesn't read MOBI files or in any software that doesn't read MOBI files.
01:38So you can't get any book from the Kindle store and open it up say in Adobe
01:42Digital Editions or Stanza. You'd have to use one of Amazon's own Kindle
01:47ereaders, but it's not that difficult to get your book into the Kindle store at all,
01:51as you'll find out later on in this title.
01:55Here is another place the people are getting EPUBs from. This is the Sony Reader Store.
01:59So a lot of device manufacturers, like Sony, which has a line of really nice
02:03ebook readers, have their own bookstore that people can purchase books from and
02:07that you, as an author or publisher, can get your books listed here.
02:10Such as Barnes & Noble.
02:11They are called NOOKbooks for the Nook ereader an ereader device that they sell.
02:18And how about Google ebooks?
02:20They just started up a couple months ago. Google books has been around for a
02:24while where you know you could see scans of books, but they are starting
02:27their own ebook store.
02:29So if you go to books.google.com/ebooks, you can see all these ebooks. A lot of
02:34them are for sale and then there's a lot of free ones and they are all in there
02:37re-flowable EPUB format.
02:39You don't have to be a big store or a big organization.
02:43You could just have your own little publishing company.
02:45Like my friend Adam Engst and his wife Tony run "Take Control Ebooks," which is a
02:50series of really great books that are not too large, not too small.
02:54And they help you out a lot if you're working on anything on the Macintosh
02:57or with publishing.
02:59They started out as PDFs, but they're also converting all their ebooks to EPUB as well,
03:04so you could download them to like a small device and Android or iPhone
03:08and read them on that little screen as well.
03:10So when you think she work on and find an EPUB, there is a huge number of places
03:15where you can find EPUBs.
03:16That means that there is a huge opportunity for authors and publishers to get
03:20your digital ebooks in front of readers' faces.
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2. EPUB Production Basics
Understanding the EPUB file format
00:00Now that you've finished your whirlwind tour of the ebook and EPUB
00:04ecosystem, how you find them, how you read them, I think it's time that we
00:08take a look under the hood.
00:10It's important especially since you are going to be a person converting your
00:14InDesign documents to EPUB, to understand really what is an EPUB, what's inside an EPUB.
00:20I think I mentioned an EPUB is essentially like a little website, then ereader
00:25read that little website, but what do I mean exactly? And that's what I want to
00:28show you in this video.
00:30I'm just going to go over it briefly.
00:32Definitely later on in the title we're going to take a very close look at the
00:36contents of an EPUB file.
00:38But I think it's good to know this up front, so we know, "know thy enemy."
00:41Know what we're dealing with.
00:42So here we have a couple of EPUBs in this exercise folder and I have one running here.
00:47This is the Alice's Adventures in Wonderland that we looked at in the last chapter.
00:51So there is image and there's text and so on, right. Not that big a deal.
00:57But actually this EPUB here-- EPUB is a compressed collection of files kind
01:03of like a zip file.
01:05In fact, you can change the extension from EPUB to ZIP and then decompress the
01:11ZIP into its component files.
01:13I've done that here in this folder called z-opened.
01:16So I actually renamed EPUB to ZIP and then I decompressed it.
01:21Now if you're on a Mac it's a crapshoot whether or not it's going to work if you
01:25just double-click it.
01:26I've noticed that in later versions of the OS, it doesn't work and you need
01:30to use like StuffIt Expander to do that, to actually unzip it, but on a PC, it's a no-brainer.
01:36This is actually how you get into the EPUBs.
01:38So anyway, you don't have to worry about that because I already expanded it for you.
01:43So inside the folder, this is the contents of that EPUB file.
01:47We have this strange little XML file and we have a folder with another XML file
01:53and then we have this strangely named folder OEBPS, which actually stand
01:58for something significant that you don't need to worry about, along with a
02:01couple other strange little files and then a folder called content with a
02:06series of XML files.
02:08Now, each one of these XML files is actually a chapter in the EPUB book and
02:15then inside data, we have a series of JPEGs and PNG files.
02:19So if you select one of these, you can see that these are the images inside the EPUB file.
02:26So, when you ask an EPUB reader, like Adobe Digital Editions or Barnes & Noble
02:31NOOK reader or Apple iBooks, to open up an EPUB, what it's doing is it's
02:36loading these XML files with the contents of the book and then it's showing it to you as text.
02:44And when the book calls for an image, it's showing you an image.
02:48Just as how a web site is a text file, the HTML file is a text file that links to
02:53images, and that's how images appear within the web page browser.
02:56I did the same thing to this other EPUB that I have in this folder called
03:02SFHistory, and you can see it right here.
03:05So this is San Francisco History.
03:07It's just an EPUB that we will be working with quite a bit in this title, a very simple one.
03:12When I expand it, you can see that it has a same sort of structure as
03:18Alice's. It looks slightly different inside the OEBPS folder, and because this is
03:25how InDesign exports EPUB files.
03:28It creates XHTML files for every chapter and then it puts the images into a
03:33separate images folder and exports them as JPEGs or as GIFs.
03:38And this is what we're going to be spending a lot of time on in this title is
03:40exactly how it does this and how to optimize what it exports.
03:44But this is essentially what an EPUB is, is that each one of these files is like a web page.
03:49Let's go ahead and take a quick look at this in Safari.
03:52So this is the Contents page with links.
03:54Let's take another look.
03:55Let's just grab this guy.
04:00Okay, so this is like a chapter inside the EPUB and it's actually just a
04:04standalone XHTML file.
04:07So I'd hope that you can see that EPUB readers are kind of like little web
04:11browsers and then what it is that you're creating out of InDesign is like a
04:14little miniature web site.
04:16So, if you're starting with an InDesign document that's been designed for print
04:20and you're trying to create a little web site out of it,
04:23that is a challenge in creating a good-looking EPUB out of InDesign.
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How does an INDD file become an EPUB file?
00:00So the InDesign to EPUB workflow is a series of iterative steps
00:05and there are some edits you do in InDesign, some edits you do in an EPUB editor, and you're
00:10always checking to make sure that it's working along the way.
00:12So let me give you an overview of how this works and rest assured that we're
00:16going to be examining each of these steps in detail throughout this title.
00:20So first of all we're starting with an InDesign file.
00:23By the way, EPUBs can be created from Microsoft Word files, from HTML files, but
00:27of course we're starting with the pinnacle InDesign.
00:31I'm going to talk about some things in the InDesign file that translate already
00:35EPUB and some things that don't and the best ways to prepare your InDesign file for
00:39an optimum EPUB export.
00:41So there is some tweaking that you're going to need to do to that InDesign file
00:45In fact you probably find yourself if you've designed it for print doing a Save As,
00:49and then really tweaking it heavily for your EPUB export.
00:53Then inside InDesign there is a command to Export to EPUB format, depending on
00:58the version that you have, it might be called Export for Digital Editions, which
01:02is the name of the default utility that Adobe ships with for viewing EPUBs and
01:07I showed that in the previous video. Or might be called Export for EPUB, but
01:10even then the dialog box still says Digital Editions Export Options, so
01:15they're synonymous.
01:16You end up with an EPUB file that opens up in your default EPUB Previewer, which
01:20as I said is probably Adobe Digital Editions, and you use that as a rough proof.
01:25Because ADE, Adobe Digital Editions, really isn't a 100% accurate previewer of
01:30what it's going to look like say on iBooks or on a Nook.
01:34The situation is similar to web browsers and web sites.
01:37You create a web site and it looks one way in Firefox and quite different in
01:41Internet Explorer for example.
01:43That's what happens with ereaders when they open up these files.
01:47So we use ADE as a rough proof to make sure that all your images came in and all
01:51your text came in and that they are in the right order as a rough proof.
01:55At this point you probably want to validate it and validating is an important step.
02:00It's a free service that I'll be talking about in a video, that checks your EPUB
02:04file to make sure that it adheres to the standards set forth for all EPUB files,
02:09that the links are working like, that the required files are there, and so on.
02:13It's important because when you are ready to sale this, when you are ready to
02:17distribute it to the Barnes & Noble store, the Sony Reader Store, the Apple
02:20iBookstore, they will not accept your EPUB unless it validates.
02:23So it's a good idea to start now to make sure that what got exported from
02:27InDesign will validate and then when we go on to the next step, which is
02:30editing the innards of the EPUB file, you'll know that if it doesn't validate
02:34in the future it wasn't something from InDesign. Yu know, you probably forgot to
02:37close a tag or something.
02:39So that's the next step, is that we are going to open up the EPUB file and edit it.
02:42And I showed what an EPUB file looks like inside in the previous video.
02:46So we're going to do some simple or maybe complex editing of the XHTML files and
02:51the CSS files. I'll be talking about different ways to do that and some common
02:55fixes that you might want to do. You add metadata to the files and so on.
02:58It's actually kind of interesting.
03:00And then of course you want to prove and validate again.
03:04So it's like I said.
03:05It's a series of iterative steps, but at this point when you're proofing,
03:08you probably want to go beyond Adobe Digital Editions and actually get it say onto
03:12your iPad and proof it in iBooks or put it on a Nook.
03:16In other words you want to preview it in something closer to what your customers
03:19are going to be looking at to make sure it works there as well.
03:22Finally when you're happy with how it looks, you do a final validation, which
03:26again is important, because it's just going to be kicked back to you if it
03:29doesn't validate, and then you upload it.
03:31You upload it to your web site if you're going to sell it by yourself on your own web site.
03:35You upload it to the Apple iBookstore or to a third-party aggregator who is
03:39helping you distribute this EPUB in the different venues that we will be talking
03:43about later on in this title.
03:44And if you're going to be selling it on the Amazon Kindle Store, you can upload
03:49that EPUB directly to the Kindle Store and they'll convert it to the Kindle
03:52format for you, because Amazon uses a slightly different format. They don't use
03:56EPUB; they use something called MOBI.
03:58Now I have a chapter in this title all about converting to MOBI files, because I
04:02really think it's better if you convert it yourself on your Desktop and then
04:05preview it in the Kindle Previewer, and even put it on a Kindle and see what it
04:09looks like before you upload it.
04:10But we'll get to that.
04:11The main thing is that we start with a valid EPUB, and then at the very end we
04:16upload it to the reseller, and that in a nutshell is the basic InDesign to ebook workflow.
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What can and can't be converted from INDD to EPUB
00:01So knowing that the InDesign format is so different from the EPUB format,
00:06it's always good idea to get to know what kinds of things in an InDesign
00:09document will actually make it through the EPUB export process, will actually
00:14end up in your EPUB.
00:16And which things will never end up in the EPUB and which things will
00:19partially end up in the EPUB.
00:21So in fact, a really good exercise is to open up any kind of InDesign document
00:26that was meant for print.
00:27Perhaps the one that you are actually considering converting to EPUB.
00:30And just go ahead and make a straight out export to EPUB and see what it looks
00:34like in an EPUB reader without doing anything special.
00:36Now I have here a document that's in the exercise folder called "A Brief
00:40History of San Francisco."
00:41A beautifully designed history of San Francisco done by a friend of mine, Nigel
00:47French, who is a great designer, and also a lynda.com author.
00:51And he has created like something like a guide to San Francisco with typical
00:57text frames that are threaded.
00:58Let's go ahead and turn on Show Text Threads. With a story that's threaded
01:02throughout the document.
01:04A number of sidebars, some stuff on the pasteboard, a table, pictures, and so on.
01:09So it's beautiful. Nothing spectacularly complex about it.
01:14And there is a cover.
01:15Let's just go ahead and export it to EPUB.
01:17So in InDesign CS4, go to File and choose Export for Digital Editions.
01:24Now I've gone ahead and assigned a keyboard shortcut Command+E or that would be Ctrl+E on a PC.
01:29Because I do this constantly throughout this title, I went ahead and assigned a
01:33special keyboard shortcut to it.
01:35Just go ahead and choose it.
01:36It's going to say where do you want to save it?
01:39Go ahead and save it like maybe on your desktop or something like that.
01:42And then you're going to go through all these dialog boxes, which I'll be
01:45covering in detail later.
01:47For now, just accept the defaults and click Export.
01:50Now I've already done that and I have it open in Adobe Digital Editions, which
01:54is my default EPUB utility on my Macintosh.
01:58And it probably is on yours as well, either if you have a Mac or if you have a PC.
02:03If you don't have Adobe Digital Editions, you can go ahead and download it
02:07from Adobe web site.
02:08So it doesn't look very much like the InDesign document, does it?
02:12Now there is the cover, and then we have contents, and then there is text.
02:18All right, with the text here, I can see paragraphs.
02:21I can see the colored subheads.
02:22That's good. Where are all the images?
02:25Well, if you keep going down, they're there down there, and this was a table I guess.
02:29By the end of this course, you'll be able to create an EPUB from this document that looks great.
02:35But let's go back to InDesign and let me just give you an idea, an overview, of
02:39what items inside an InDesign document will export to the EPUB format, which ones
02:44won't, and which ones will partially export.
02:47Rule of thumb number 1 is that all text and all images that fall within the live
02:52page area will be included in the EPUB export.
02:55Now if the item though comes from the master page, like down here we have a
03:01page number and we have a running footer.
03:03If the item is on a master page and is not been overridden on the document page,
03:08in other words it's not editable on the document page, it will not be included
03:12in the EPUB export, which is a good thing.
03:14Usually we don't want running headers and footers and folios, because when the
03:18EPUB is opened up on an EPUB Reader the device manufacturer usually comes up
03:23and their software goes ahead and adds the running headers or running footers.
03:26And page numbers in an EPUB reader make no logical sense, because there is no
03:31concept of pages since it's all re-flowable.
03:34So that's a good thing.
03:35Now if you do happen to have editable headers and footers and page numbers on
03:39your document, you'll probably want to get rid of those before you do the
03:41export, because that will be a lot of work in cleaning that up.
03:44And let's take a closer look.
03:46Whenever you have text, in general all the text in the stories will be
03:50included in the export.
03:52If the story is threaded among multiple frames, it will appear in one long
03:57scrolling story and most of the formatting will be intact, especially if you
04:02have applied character styles and paragraph styles.
04:05Now sometimes what print design and what InDesign supports in a style
04:09definition, such as keeps settings, Keep with Next Paragraph, is not supported
04:14or cannot be supported in CSS, cascading style sheets.
04:17And that's what your print design styles, your paragraph and character styles
04:21will be converted to CSS styles.
04:23And we'll be talking about working with CSS and editing CSS for your EPUBs later on.
04:27So perhaps your subhead style has like a Keep with Next Paragraph setting.
04:31When you exported to EPUB, that text will still be styled with something called subhead.
04:36And in your CSS document, you'll still be able to add specifications for the
04:41subheads style, but the keep setting will not be there and you will be able to add it.
04:44And images will also get exported to EPUB and optionally you'll be able to
04:50retain the formatting of images.
04:53That means that if you have brought in an image and scaled it and rotated it
04:57and cropped it, when you export to EPUB it will maintain the same scaling,
05:02rotation, and cropping, which is pretty cool.
05:05In addition with an image frame, if you have applied any kind of effect to the
05:09frame itself, let's put it that way,
05:11you've applied a stroke, you've applied a drop shadow, that kind of thing,
05:14that can also be exported to EPUB.
05:16That will be included in that image.
05:18Now that is not true for text frames.
05:20If you've applied a stroke to a text frame or drop shadow to a text frame, that
05:24will be ignored, because basically text frames are not exported. Only the
05:28contents of the text frames are exported, because the EPUB reader itself,
05:32the screen, is like one big text frame.
05:35And that will become clearer later on, but if you are thinking well, I want to
05:39maintain my two column text frames in the EPUB,
05:41that ain't going to happen, because multiple columns are not supported.
05:45Now if you have images or text that are outside on the pasteboard, now I think I
05:50have a picture of my doggy here, anything that's completely on the pasteboard is
05:54not included in the export, which is good, because that's a way for you to stash
05:58things that maybe you want in the printer PDF version, but you don't want in the
06:01EPUB, so you can just drag them off to this side.
06:04Now if they're partially overlapping like this here or if you have text that's
06:07partially overlapping, then it will be exported and included in its entirety.
06:12You won't see any crops.
06:13There is no such thing as a page bleed or anything like that. The whole image or
06:17none of the image, if it's completely off the pasteboard.
06:20And similarly if we have, let me zoom into this text frame, the sidebar here,
06:25if you have overset text like this, the entire story gets exported.
06:30Not just the visible story, but the entire story gets exported.
06:34Some things that aren't included at all are things like this lovely little
06:38illustration that I did with the InDesign Pen tool and a stroke.
06:43Any kind of artwork that you create in InDesign with InDesign tools, in
06:47other words strokes or frames with no text or image content, those are
06:52completely ignored.
06:53So if you've created say a lovely illustration with callouts and arrows and
06:59circles that you've created in InDesign, those callouts and arrows and
07:02circles are ignored.
07:04If they were surrounding text frames or they were lying on top of an image,
07:08the text in those frames will be exported and the image will be exported, but none
07:12of your lovely artwork.
07:13And I have a video later on that covers how to deal with that and how to make
07:17sure that your artwork remains intact when you export to EPUB. But without doing
07:22anything special it will be ignored.
07:23And you know what else is kind of interesting, I think?
07:25Do you know how you can create a table of contents automatically
07:29by going to Layout > Table of Contents and setting that up, you can just go ahead and lay it out
07:34and this text has been generated automatically? Well, that's completely ignored.
07:38When you export to EPUB automatically generated tables of contents are ignored
07:43in the export. The text itself is ignored.
07:46And so don't think that is broken. I did, throughout the first month that I
07:49was working with this.
07:50And same thing is true also for indices.
07:52Automatically generated indices are ignored.
07:55If you want to actually include this contents you have to retype it yourself or
07:59you can export to RTF and bring it back in, or you can open it up in Story
08:03Editor, create all the links and things.
08:05I'll talk about that in another video. But generally, automatically generated
08:09text from InDesign is ignored.
08:11And you have to keep in mind that the whole concept of pages are ignored, so it
08:15makes no difference. I've been asked before, should I set my document up as a
08:19single page rather than facing page or spreadsheet?
08:21Should I resize my document page to match the size of the iPad?
08:25You could if you want, but it is going to make no difference.
08:27The entire concept of pages is ignored, page size is ignored, facing or
08:31single page is ignored.
08:33Seriously, just the text and the images in whatever order they appear is
08:37exported in one fell swoop.
08:39And that is basically what the next few chapters are all about, is how to manage
08:43that and how to control it so you end up with what you want.
08:45So I hope now you have a better idea of what is supported when you export to EPUB
08:49and what is not, and what might take a little bit of work.
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3. Preparing an InDesign CS4 Publication for EPUB Export
Using the Book feature to create chapters
00:00One of the first things that you will want to do when preparing your CS4
00:04InDesign file for export to EPUB is to set it up in such a way that after you
00:09export to EPUB it creates chapter breaks.
00:13So for example, here is an EPUB made from this file that we've been working with,
00:17"A Brief History of San Francisco." You can see on the left in the
00:21navigational table of contents, it gets created automatically when you set it
00:25up right in InDesign.
00:27I can click on different links and it jumps right to that page and so these are
00:32actually separate chapters. In fact if we open up this document,
00:38SFHistory.good.epub, in this neat little utility I've called Springy--
00:43Springy lets you examine the contents of compressed ZIP files and EPUB files
00:48without having to extract them first.
00:50This is something you can do pretty easily on a PC but on a Mac it's difficult
00:54so I need this Mac utility.
00:56Inside the book folder, and we'll get to know this much better later on, there is
01:00a folder called Text and each one of these XHTML files, if you can of see it here,
01:06is an actual chapter. When I exported the file from InDesign it automatically
01:11chunked up the document into these separate chapters.
01:14So how can you make that happen and why would you want to make that happen?
01:18Well if you would want to make that happen first of all, because it's nice.
01:21It's just like a regular book, right, with links to chapters like a table of contents.
01:26The other reason is because if your document is really long, if you have one
01:31single InDesign file and you export it to XHTML,
01:35if the XHTML document ends up to be more than 300 K-- see this one only 5 K
01:40because it's very simple-- but if it's long and ends up being more than 300 K
01:45then it won't validate as an EPUB.
01:47So that is one of the restrictions is that each individual XHTML file needs to be under 300 K.
01:52All right so let's close up that compressed file and jump over to InDesign and
01:59we'll start with a real simple text file.
02:01All right, so we have just one story and if I press that Command+A or Ctrl+A
02:06to select all, you can see there's one threaded story and it's a lot of text
02:10from that big brochure.
02:12Now if we export this to EPUB-- and we're just going to go down to File and choose
02:18Export for Digital Editions and we'll save it out on the desktop.
02:22We will call it history text file. Let's see what that looks like.
02:28Whenever you export by the way of Digital Editions to EPUB, the options that I
02:32almost always choose during this training are never Include Embeddable Fonts,
02:37because hardly anything supports it and sometimes you can make ereaders crash.
02:41And I always try and remember to turn on View eBook after Exporting.
02:45Everything else you can leave at the default settings. In this final Contents panel
02:50turn off Table of Contents and then choose Export.
02:54So this is what happens with just like a bald export of one single InDesign
02:58document, is that the name of the InDesign document becomes the chapter name and
03:02it is one long file. There no individual chapters. So let's go back to InDesign.
03:09So you might think well, you know to you need to do to make those separate
03:12chapters is you need to make breaks in the stories. So here is the same story
03:18with break characters inside. So I've turned on invisibles and this little tiny
03:23character was created by going to Type > Insert Break Character > Frame Break or
03:28Page Break. But even if you do that it's not going to change anything.
03:34If we go Export for Digital Editions, we'll save the same settings as
03:39before, click Export, same thing. And now you might even try okay fine what
03:45about if instead of being one long story with breaks, we break it up into separate frames?
03:50So here's "Early History" as one chapter, here is the "San Francisco Peninsula"
03:55as another chapter, and so on.
03:57Let's export this one. Let's go ahead and do this and check everything that's fine.
04:02Export. Same story!
04:04All right, so exporting for EPUB what is not transferred, and I mentioned this in
04:11the previous video, are break characters. So Frame Break, Page Break,
04:15that's ignored and if you have multiple separate stand-alone frames, whether they're on
04:20the same page or they are on separate pages, those are also ignored.
04:23They are all concatenated into one long file.
04:26Now you can get sort of close. If you just have a very simple InDesign
04:30document and you'd like to have links on the left, but it's not so long that
04:35you actually need it to be chunked into separate chapters, here is something you can do.
04:39Is you can go to the Layout menu and create a Table of Contents Style. I'm going
04:44to create a new style called EPUB and I know that this heading right here, "Early History,"
04:51that's the subhead heading. So I'm going to down here under Subhead,
04:54click Add, and that's all. I'm just going to say OK, so I've saved a table of
04:59contents style to use especially for EPUBs.
05:01Now if you're not familiar with creating a table of contents, there are many other
05:05videos on lynda.com about InDesign essentials, so it's pretty simple. I'll just
05:10click OK here and now when we export to EPUB we'll replace the existing one.
05:18In the Contents panel turn on Include InDesign TOC entries and then remember to
05:23choose your TOC style, EPUB.
05:26Once that's turned on, you can say I don't want to see the name of the document
05:29to be an entry there in that navigational table of contents. And now click Export.
05:35And now looks a little better doesn't it?
05:37Okay, so it has taken those TOC entries and turn them into clickable table of
05:42contents on the left.
05:44However it is still one long document. This might be enough for you and you know,
05:50you might think "Well, wait a minute. Look at that spacing."
05:51Well this is something you can fix in the CSS with space above and things like that.
05:55We'll talk about that later, but I would say the vast majority of people who
05:58are creating EPUBs really want separate chapters like that first one that I showed you.
06:02So how do you that with InDesign?
06:05Well there is only one way do that and that is to create an InDesign book.
06:09In the sample files here I have that I created I have a folder called History book
06:15and I've split apart each one of those chapters into their own standalone
06:19document and then I created the history text, the actual book file.
06:25So you do this by going in InDesign, you go to File > New and choose Book
06:30and then you save it.
06:31Call it something else, save this on a Desktop, and just say test book and then
06:36you have a dialog box for you add individual InDesign files and again this is
06:40covered very thoroughly and other lynda.com videos about how to use InDesign.
06:45But as I said I've already created this in the sample files, so if I go to File
06:49> Open and there's my book and its INDB.
06:54So I already have these and if I double- click these files, you can see that here
06:57it's just the "Early History." Let's close all these other documents and I don't
07:01need to save any changes in the other ones, just to keep thing straight.
07:05Okay, there is "Early History" and the "San Francisco Peninsula." So it's just one
07:10document with only that chapter and now I can go ahead and export this to EPUB.
07:16So if I go to the Book panel menu, you can see that there's an Export Book for
07:21Digital Editions, and I'll call History book, save it on the desktop, and turn off
07:29Embeddable Fonts, turn on View eBook After Exporting, leave everything as is, and
07:34I think we have the TOC saved here. I'll click Export and now we do have separate
07:39chapters, as you can see.
07:41However, they've been named according to the name of the InDesign document.
07:45So we're almost there. Not quite.
07:48So we're back in InDesign. What I'm going to do is use that same table of
07:51contents of style trick with my book. So you take the master document, which is
07:56the one the little with the little icon here, this little one that all the elements sync to.
07:59Make sure it's open and then in that master document do the same thing we did before.
08:03Create a table of contents style, call it EPUB, and so if you have
08:09headings that you want it to be the links on the left of the EPUB, make that into
08:13the table contents and you can add multiple ones and have a multiple levels of
08:17table of contents and so on, but we're just going to have one level. We will
08:20say OK and now we're going to export this again. History book2.
08:30View eBook. Turn off Embeddable Fonts. Down here in Contents we want to
08:35use the TOC entry called EPUB. We want to Suppress Automatic Entries for Documents.
08:40Click Export and there we go.
08:42Now we have multiple chapters and they are named according to those headings in our TOC.
08:47So unless you doing a very simple InDesign document, you know just a one-page
08:53short thing, you are most likely in InDesign CS4 going to want to split up your
08:58books into chapters. And I would bet that a lot of them already split up into
09:02chapters and you're using the book feature. And in that case all you need to do
09:06is remember to add a TOC style to your master document, so that you have nice
09:10links like this on the left.
Collapse this transcript
Managing the reading order in the layout
00:00So in the last video we were working with a very simple text file that either
00:05was broken up into multiple chapters in a book or it was one long text file.
00:09But probably we're not going to be able to get away with that you know in the
00:11real world and we're going to have slightly more complicated layouts.
00:15So I want to talk about how InDesign CS4 handles reading order when you have
00:20more than one text frame or more than one story, to put it that way.
00:24So here is a bizarre little layout that I created just as a proof of concept
00:28to demonstrate this.
00:29This is my dog Zoey. Her name is not really Carol.
00:32Let's just take a look. We have a bunch of frames.
00:34I'm going to zoom in a bit. We have a text frame, and a byline, the body
00:38copy, a little rotated text, and then the picture of Zoey and the caption are grouped.
00:44Now the story, as it says, is continued on page 2.
00:47Let's turn on Show Text Threads and zoom out.
00:50So the story is continued down here underneath this large picture, and then
00:55there's just some overset text, okay.
00:57Let's go ahead and export this to EPUB and see what happens.
01:01So I'll go to File > Export for Digital Editions and we'll save it right on
01:07the desktop, call it layout order, and the settings that we want are. You can just
01:11leave everything at these defaults, turn off fonts, turn on view after
01:15exporting, images leave as is, contents, we don't need any table of contents,
01:20and then click Export.
01:21Let me make this a little larger.
01:25So what happened here? Now don't worry about this thing on the left. We're not
01:29talking about chapter breaks right now.
01:31But it starts out with "My favorite dog" and then it has the byline and then
01:35it has the headline, then it has the story and then down here at the end of
01:40the story, very end, it says continued on page 2, then Zoey's picture and then her caption.
01:46So how the heck did it decide that this should be the order when this was the layout?
01:51Well it's because InDesign is just software.
01:54It's just a computer. It can't read your mind.
01:56What it does is it looks at each page individually and starting from the
02:00left-hand side, it exports the first thing that it finds.
02:03So the first thing that it found was this text.
02:06If you remember from a previous video, rotated text is not supported in
02:09the Export to EPUB.
02:10It's just going turn it right back, reading left to right, so that came first.
02:15The next thing that it found was this byline, so left to right, it found this
02:20byline, "by Joe Schmoe."
02:21So we'll come back here. "My favorite dog by Joe Schmoe."
02:26Then it found "My Dog, Carol."
02:28Now you might think "Wait,
02:29this looks like it's a little further left than this text frame."
02:32Well, in addition to going left to right, it also goes top to bottom.
02:36So it doesn't just march through the entire page going left to right, left to
02:39right, left to right, and then start top to bottom, top to bottom.
02:41It does both at the same time.
02:43So it did export "My dog, Carol," because that was above the main story, and then
02:49it exported the entire story all the way to the end.
02:53It does not interrupt itself with pictures or continued pages. When it finds
02:58a frame, it exports everything that's in that frame or that is threaded to that frame.
03:03Then when it was done with that, the next thing that it found was "continued on
03:07page 2" and the picture of Zoey.
03:09So it is going top to bottom right from this and then it went left to right and
03:13found the picture of Zoey, and then it found that caption.
03:16Now why did the caption appear in the EPUB below this while over here it's above
03:21this because it's grouped?
03:22Well, group arrangements are not paid any attention to when you export to EPUB.
03:27It does not care that the caption is grouped above it.
03:30It's looking at left to right, top to bottom, picture of Zoey comes first, then this.
03:35The only thing that it pays attention to with groups is the upper left
03:39bounding box of the group.
03:40So the first item that's in that bounding box will get exported.
03:44So if you want to adjust the reading order without having to actually get in
03:48there and edit the XHTML files, which you really don't want to do and you have to
03:52like cut-and-paste paragraphs around, you want to arrange your layout knowing
03:56that this is how InDesign is going to do it.
03:58You can either arrange them in the proper left to right order, or you could make
04:02it into one long text flow which I'll get to in a second.
04:05But if we wanted for example to export this in a way that makes a little bit
04:09more sense, first of all we can just move this guy off to the pasteboard.
04:13If you remember, things on the pasteboard are ignored.
04:16Then we want the headline to go first and then my "by Joe Schmoe" and then
04:23this text over here.
04:25Then we will get rid of the "continued" because that makes no sense because we're
04:29not having page breaks in the final document.
04:32Let's export this one to EPUB.
04:34So we'll go under File > Export for Digital Editions.
04:38We'll replace the existing one.
04:40It's remembering our settings. Export.
04:43That's a little better, isn't it?
04:45"My Dog, Carol," byline, story, and then this picture and caption at the bottom but
04:51I think you get the general idea is that you're going to have to take your
04:54InDesign document and think like InDesign, left to right, top to bottom and it
04:59goes page-by-page, not spread-by-spread.
05:02So if there is something that's on top on the right-hand side, it's not going to
05:06get to that page on the right-hand side if you have facing pages until it's
05:09completely done exporting everything on this page.
05:12Also remember that it exports the entire story, not just the visible part of
05:16the story on this page.
05:18So let's take a document that is maybe a little bit more common among books, and
05:23this is a Gutenberg book called Stories of California that we'll be using as a
05:28sample as well during this title. And just a brief run-through of how this is
05:33constructed. It's facing pages.
05:35We have one standalone text frame for the title page with this little flourish
05:39that's actually a graphic that's just sitting right there in the middle.
05:42Then on the next spread we have a standalone text frame that's a foreword, and
05:47then we have a threaded story.
05:49Let's again turn on Show Text Threads so we can see what's happening and zoom out.
05:52It's not very long, just a few pages.
05:56We have some running headers and footers, and then we have an image that is I
06:01believe yeah, it's grouped with a caption, and it's got a Text Wrap.
06:04So it's just sitting here and pushing the text around. We have another one down here.
06:09So let's export this, call it California Normal, to EPUB. Export for Digital Editions.
06:16We'll go right on the desktop, and turn off fonts, turn on view, Contents.
06:21That's fine, Export.
06:23So here's what happened. Don't worry about this.
06:25Again, we're not really concerned with chapter breaks.
06:27Here is the title page, so it's the first thing that found on in the document,
06:31and then the flourish is over here.
06:33That's because remember this is one text frame and then on that page it was
06:37reading left to right.
06:38The next thing it found after it exported the text frame was this graphic.
06:42So that's where it appeared.
06:43Then foreword and then headlines.
06:46I mean, again we're not considering with chapter breaks and then at the very
06:49bottom are the pictures and the captions.
06:52I think you know why that happened. Because it found this text frame and as you
06:55know it exported all the text at once.
06:58Then it was still here as far as it was concerned, and it said, what else is on this page?
07:01Top to bottom, all we have this picture.
07:03So that's why the picture appeared at the very end of the story.
07:07So the point of this lesson is that if you want your images to appear at a
07:11certain point in the text, you have to make them part of the text glow and you
07:16do that simply by anchoring the image into the text flow.
07:19It's not that difficult.
07:20You create an empty carriage return.
07:22I'm going to click right between these two paragraphs and then hit Return, and
07:27then it's best if you create a character style for your anchored images.
07:30And again if you've never created an anchored image or an anchored object, watch one
07:34of the other InDesign Essential Training videos.
07:37There are some ins and outs that you might want to know, but I'm assuming that
07:40you've done this before.
07:41So I'll just review it quickly.
07:43I've already created a paragraph style for this that I'm calling
07:45inline_image_centered, and it has auto leading so that it will automatically
07:51expand based on the height of the image.
07:54I'm only going to put the image in here.
07:56I'm going to ungroup it with the Command+ Shift+G or Ctrl+Shift+G. I'm just going
08:00to take this guy out and cut it to the clipboard and then switch to my Type tool,
08:07click in front of this paragraph, and paste.
08:10So now it's pasted in here.
08:13Then I am going to hit Return and I'm going to add the caption here.
08:16So I'm going to change the paragraph style to Caption, take this caption, copy
08:21it and paste it just as regular text. Here we go.
08:26Then you would do the same thing with the other pictures and other text.
08:28So you need to go through your document chapter-by-chapter and anchor all
08:33graphics, captions, sidebars, margin notes, that kind of thing, within the text.
08:39So that's why I said earlier in a different chapter, you might want to do a Save
08:42As to your documents, and then in the copy you are just basically going to rip
08:46it apart and really change it so that it exports to EPUB correctly.
08:50Let's actually do the same thing to that flourish up here.
08:52I'll cut it to the clipboard and then it already is the inline image paragraph,
09:02and then switch to the Type tool and paste.
09:05Now, let's export this to EPUB.
09:07We'll overwrite the existing one.
09:11Make sure that all the settings are the same as before.
09:15So the flourish now appears in the correct place.
09:19The image and its caption appear in the correct place.
09:23Of course we have to fix the problem with the chapters by breaking this up
09:25into multiple documents.
09:26But I think you get the drift is that this is the challenge in exporting from
09:32InDesign to EPUB, is that InDesign just takes what it finds on each page left to
09:37right, top to bottom, and exports it at once.
09:39For the ultimate amount of control, especially with text heavy documents, with
09:43occasional images, you definitely want to anchor those images and their
09:47captions within the text flow.
09:49That way, when you export to EPUB the reading order is correct and is what you
09:54expected to see and then you can continue working.
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Following best practices for file naming
00:00A final step to consider in prepping your InDesign file EPUB work is file naming.
00:07Remember that we are exporting to EPUB and EPUB is essentially a miniature
00:11web site that the EPUB readers open up and can understand, sort of like how a
00:16browser understand HTML pages, and if you have ever created a website then you
00:21know that there are very strict naming conventions, like for example,
00:25no spaces, no funny characters, no quote marks or things like that.
00:30All alphanumeric characters, underscores, and hyphens and that is it.
00:34And a lot people will stick with everything all lowercase because it's case
00:38sensitive and that way they don't have to worry about, was this an upper cap or not.
00:41You know everything was always lowercase.
00:43That's not how we work though in InDesign for print, is it? We really don't care.
00:47Now let me show you when it might cause a problem, when you might consider
00:52renaming InDesign files, image files, and even style names to adhere to XHTML standards.
00:58We are looking at a document that was created from an InDesign book and each
01:03document, each standalone InDesign document in the book, was named like this,
01:07Early History.indd, Arrival of Early Settlers.indd, and that's how they ended up
01:13being links on left. So chapter breaks.
01:16It could have been done with table of content styles, as I talked about in an
01:19earlier video, but in this case the person just named the different InDesign
01:23documents according to their content.
01:25And that is normally not a big deal, but I want to take a look at something.
01:28Did you see that link here? So the person in InDesign had this document open, Climate,
01:34and created a cross-reference, which is a feature in InDesign CS4, to another
01:39document. This is a link to Arrival of Europeans in Early Settlement. This was
01:44the name of the document here, Arrival of Early Settlers.
01:47So you click here and it brings you to that chapter, which is cool, and
01:50remember links to get exported to EPUB. But let's take a look at what's
01:55happening internally.
01:56In exercise files I have already extracted the contents of this EPUB, and
02:02remember all of the XHTML files are in this folder and these are the different
02:07chapters and notice how InDesign automatically named these XHTML files, exactly
02:13as the InDesign files were named. Which is normally not a good thing. If you're
02:17a web designer you're probably cringing looking at these things.
02:22I've opened these files in TextWrangler, one of my favorite text eEditors, and we'll be
02:27talking more about this in another chapter.
02:30But here is that XHTML file, San Francisco Climate, and this is kind of like a
02:35web code. Don't worry about it if you don't understand all this gibberish.
02:37Here is the actual content. "San Francisco's known for its mild?" and so on.
02:42Down here is the link. This is a link to... and then there is look at this. There's empty spaces.
02:49Now depending on how you have set this up you might see empty spaces in your
02:52links or they might be escaped properly.
02:55Escaped means they have been converted to UNIX ease, which has a percentage sign
03:00followed by 20, %20.
03:02But either way there are a number of ereaders who will freeze when they
03:06encounter something like this and not know what to do. The link won't work or the
03:10chapter won't even open or it won't validate and so on.
03:14So one thing to consider is name your InDesign files, at least don't use spaces.
03:19If you want to use upper and lowercase that's fine, but use underscores and
03:23hyphens to separate words and don't use any other funky looking characters.
03:28So alphanumeric just to review is A through Z and the number 039 and don't
03:33use any white space.
03:34When you make a book cover image, which is a very important part of an EPUB and
03:38we will be talking about that and upcoming video, again give it a name that is
03:43alphanumeric and no spaces, because it's referred to in many different places
03:48within the ebook file.
03:50You might also consider using these file naming guidelines for all images and
03:55even style names, if reasonably possible.
03:58If you already have InDesign document with 500 images placed, it would be kind
04:03a nightmare to rename all of those images and then you will have to re-link to them,
04:07but I have heard instances-- not everybody. It's not a hard and fast rule.
04:10I have heard anecdotally, put it that way, about sometimes images that have spaces
04:15in their filenames or you know unusual characters will cause problems in the EPUB file.
04:20In the style names as well. Your paragraph character and table style names come
04:25through in the EPUB. Take a look. I've opened up the CSS file here.
04:30Your names get converted directly to CSS styles.
04:34So if you have a really long name with lots of spaces, that's going to be
04:39repeated right here and then those names are called on right inside the XHTML file.
04:45So when you name your styles, your paragraph and your character styles, it's
04:49really okay to add spaces if you want. Here I didn't, but it's not that big of a
04:53deal for spaces in style names because you are not really linking to style names
04:57themselves. Not like you're linking to InDesign filenames in a book or images
05:03that you have placed. Those are links, but not the style names.
05:06Still it's a good idea to at least to keep them short.
05:09So those are just a few simple rules for how you should be naming your files in
05:14your InDesign documents and your images when they're going to be exported to
05:17EPUB, if you want to avoid those kinds of nasty linking problems.
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4. Modifying Text and Images for EPUB Export
Cleaning up the text flow
00:00If you are converting an existing InDesign file for optimal EPUB output or even
00:06if you're creating an EPUB from scratch in InDesign, you need to be aware of the
00:10consequences of using some very common print and PDF layout techniques to create
00:16white space in your documents.
00:18Like for example, take a look at this title page for this book.
00:21Just like I do for very many of my other InDesign jobs, I have spaced out text on
00:27this page by putting things into separate text frames and if we look at this in
00:31Preview mode, it looks great.
00:33Maybe I say I want to move it a little closer so I will just tap my up arrow
00:37few times and so on.
00:39Let's export this to EPUB from InDesign.
00:42I will use my keyboard shortcut to get to the EPUB dialog box. Export it to the desktop.
00:48We want to make sure that Embeddable Fonts is turned off and we want to view the
00:53eBook after exporting.
00:55Images can stay as is and Contents is fine. We will export it.
01:02Yikes! What happened here?
01:04The space in between these text frames was ignored when you export to EPUB.
01:09It just concatenates them all into one big text frame.
01:14So if you want to have control over the spacing here, you need to first of all
01:17do the concatenating yourself, so you need to thread all these together and
01:21here's a quick way to it by the way.
01:23First, make sure that the last character in every frame is a carriage return
01:29and then we are going to use our Arrow key to select the out-port of the first
01:35frame and then we are just going to hold down the Option or Alt key and click
01:39here and here and here.
01:42And now they are all threaded together and we can select these frames, we don't
01:47need them anymore, and then drag this down.
01:51There we go, there is a tip.
01:54So now that we have it set up this way, we can hit Return.
01:58There we go and we can really space things out this way and let's export this
02:03one to EPUB and see what happens.
02:05We will use the keyboard shortcut.
02:07We will overwrite our existing one. That's no problem.
02:10It's going to remember our settings from the last time we exported. Take a look.
02:14Now things are different.
02:16Well if you remember from a previous video where I said you know what things get
02:19included in the export and what things don't, space runs do not get included.
02:24Runs of carriage returns, runs of spaces, runs of tabs, they get reduced to
02:28just a single return, a single space, and a tab gets converted to a single space as well.
02:34So the only solution is to actually first concatenate all your text into this frame
02:38and then use space above and space below, preferably part of your styles,
02:43right, not as a local override.
02:45I have already done it to this document right here, California-titlepage-after.
02:49So for example, if I click inside the author name and we look in paragraph
02:53styles and we go to Indents and Spacing, we can see that it has 2 picas of
02:58space above and 8 picas below and the other paragraphs have similar kinds of
03:03settings applied to them.
03:04So we will export this one to EPUB and check our settings.
03:09Everything is fine. There we go.
03:11So seriously that is the only way that you are going to be able to control the
03:16amount of white space in between paragraphs is by setting space above and below.
03:20So what that means then is that you are going to have to go through
03:22your existing documents--
03:25I have here calif-normal.indd with a few more pages. And watch out for this kind of thing.
03:32So here this is very common for people to separate chapter titles or headings
03:36or subheads with a series of Returns. And then there are other things that don't
03:41come through it either, like over here on the left-hand side we have a space
03:44run and up here after the word "and." I don't know if you can see it. Let me zoom in a bit.
03:48We have a soft return, because somebody for some reason wanted the
03:51line to break there.
03:52And soft returns do go through, and they look kind of stupid when they are in an
03:56ereader and there is a line that stops after a certain word even though there
04:00is plenty of room for it.
04:01So you really want to clean all this stuff up and the best way to do something
04:06like that is with Find/Change.
04:08So I am not going to go through exactly how to use Find/Change. I just want to
04:11remind you that it does exist and that you can search for things in a row like
04:16three paragraphs in a row and replace with one empty return and so on.
04:19Because what do you want to do is you want to clean it up here and then see
04:22where the problem children are and then replace it with space above or below or
04:26first-line indent and things like that.
04:28Now there is a much faster way to do Find/Change though.
04:31There is a script that's built into InDesign.
04:34If you go under the Window menu, go down to Automation > Scripts, inside the
04:39Application folder there is a Samples folder, and JavaScript is bi-platform.
04:46So whether you are on a Mac or PC you will see this. There is a script called
04:49FindChangeByList.jsx for JavaScript and that's a really neat script that I think
04:55David has talked about,
04:56David Blatner, in one of his InDesign videos here.
04:59So you should check it out because he goes into a lot of detail about it.
05:02But the power of the script is that it can do a string of Find/Changes all at
05:06once on a story or an entire document and it uses FindChangeBySupport, this text
05:14file right here, as a guide to what it should find and what it should change to.
05:22So there are explanations written at the top.
05:24But basically this one Find/Change script will do things like find all double
05:29spaces and replace with a single space, find all returns followed by space
05:33replace with a single return, find runs of returns, runs of tabs, and so on and fix them all.
05:38In addition, when you are working with EPUB you want to do things like find soft
05:42line breaks and replace with a space and a few other changes.
05:46So what I created for you, as a special present, is I created a version of the
05:53Find/Change script that you can drag and drop into your Scripts folder with a
06:01few extra things just for EPUBs added to it, and I will let you discover that on your own.
06:06But I have already installed it here in my EPUB folder.
06:11I made a folder in my Scripts folder just for my EPUB related scripts.
06:15And again if you've never installed a script, easy as pie, and there are a number
06:19of InDesign videos here that will show you how to do that.
06:22Just do a search on lynda.com for InDesign script.
06:25But let's take a look down here.
06:26I am going to want to zoom in and we are just going to run the script.
06:29I will double-click it.
06:30We will FindChangeByList the entire document. Let's do that.
06:36Well how long did that take?
06:38Did you blink a couple of times? And look it how nice and clean it is.
06:41So now I know that I have to come in here and in this paragraph style set the
06:44first-line indent so that that comes through in the EPUB.
06:47I don't have to guess about did somebody use spaces or tabs or whatever.
06:51So that is a simple kind of work that you need to do to go through your
06:54InDesign documents and fix the problems that, you know, were perfectly fine
06:59in creating white space for print and for PDF, but really won't work when you export to EPUB.
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Applying paragraph and character styles
00:00When you export your InDesign document to EPUB format, InDesign will
00:04automatically convert all of your styles that you have created and applied,
00:08the paragraph and character styles, to a web sort of styles called CSS or
00:13cascading style sheet.
00:15So we are looking at a very simple document, just a few pages long, and if I
00:19click inside a paragraph and click inside different paragraphs and watch what's
00:24happening in paragraph styles, you can see that yes indeed paragraph styles have been applied.
00:30Let's zoom in a little bit more so we can see what is happening here.
00:34We also have some random instances of bold and italic and small caps and a drop cap.
00:40So let's see what happens when we export this to EPUB as is.
00:44I will use my keyboard shortcut to export to Digital Editions.
00:47We will export this to the Desktop and in my options here I want to make sure
00:53that Defined Styles is chosen for CSS Styles.
00:56I am going to turn off Embeddable Fonts. Turn on View eBook.
01:00Under Contents we will just leave everything as is and choose Export.
01:03So as you can see some of the formatting came through.
01:10We do have the orange subhead.
01:12We have the first paragraph and then other body paragraphs. The body paragraphs
01:17have a first line indent. This one doesn't.
01:19But we have lost the drop-cap and more significantly, we've lost all of
01:23the bolds and italics.
01:25Now the reason is because we applied that as local formatting.
01:29So if I click inside this first instance of bold italic text and open up
01:33Paragraph Styles, you can see that there is a plus symbol next to it which
01:37indicates that somebody has manually applied this formatting on top of the
01:41character formatting defined by the paragraph style.
01:44And this is very common to do and you can see that's what's happening here as well.
01:48There's a body+.
01:49Now if you click in something that doesn't have any local formatting, then you
01:52don't see a plus symbol.
01:54That's InDesign 101.
01:56Well there is an option to retain local formatting when you export to Digital Editions.
02:01I use my keyboard shortcut again and we will overwrite the existing file.
02:06Under Base for CSS Styles you can choose Local Formatting and we will just leave
02:11everything else as is and see what that looks like. Yikes!
02:16There are two problems with trying to maintain your local formatting.
02:20One of them is that you often see a surprise, because it's kind of weird how the
02:25conversion process ends up.
02:26I don't know why this appears to be orange as well.
02:30Maybe it's from that drop-cap.
02:32We've lost the drop-cap completely.
02:34We do have some of the other local overrides.
02:36We have the italic here, the bold here.
02:38We have lost the small caps.
02:41That's the first problem is that it's a surprise and you can't really count on it.
02:45The second problem happens to the file itself.
02:48So here on the Desktop is the EPUB that we just exported.
02:52I am going to open this up in TextWrangler, which has the ability to open up
02:56an archive and let you peek inside, and there are other programs that do this as well.
03:01And on a PC you should be able do this with an existing ZIP file, is to peek
03:04inside the ZIP file.
03:06Take a look. I am going to select the folder containing the book files.
03:11Here is the history text.
03:13This is the actual chapter that exported.
03:17The names of the styles that have been applied, generated-style,
03:19generated-style-2, generated-style-3,
03:24this is InDesign making up style tags on-the-fly because it always has to use
03:29some sort of CSS style to apply formatting to the EPUB.
03:34So then if we go to the CSS document that defines the specifications for each style,
03:39we have a whole bunch of craziness happening down here especially toward
03:43the bottom down here.
03:45So here is the bold and italic, here is the bold, here is the italic.
03:49Generated-style-3, generated-style-4 and if you ever need to do a Find/Change
03:53across all the different XHTML files that make up a single EPUB, this is a lot
03:57to keep straight and it's just prone to error.
04:00So in other words, don't do this.
04:01Don't choose that option. Let's go back.
04:04I am going to close this in TextWrangler. I am going to come back here to the InDesign file.
04:08In other words, the best thing to do is don't use local overrides.
04:11Instead always use character styles.
04:13Character styles are great because they come through into the CSS just exactly
04:18as you name them in the Character Style panel and they are easy to deal with,
04:21they are easy to edit in the CSS file, to do search and replaces for in the
04:25XHTML file and there's no surprises when you export to EPUB.
04:30So how do you quickly create character styles out of your local formatting?
04:34There is a difficult manual way and then there is an easy automated way.
04:38Let me show you the tedious-- I guess not difficult-- tedious manual way and
04:42that is to use Find/Change.
04:45Go to the Find/Change panel.
04:46I am just clicking the little trashcan icons to clear out any existing
04:51formatting and leave Find what/Change to alone, but under Find Format you want
04:57to find anything that is italic.
05:00For example, Basic Character Format, Italic, just type that in and then
05:07under Change you are going to apply the italic character style to the text that it finds.
05:14And I know what you are thinking.
05:16You forgot to create the character style.
05:18This is a feature in CS4 that most of the panels where you are supposed to
05:22choose a character style or paragraph style, you will get an option to
05:25create one on the fly.
05:26I love that new feature in CS4.
05:28So we will choose New Character Style and we will make one called italic and all
05:34we are going to do is say that this applies the Italic character style. Nothing else.
05:40You should only see None + Italic down here,. Click OK.
05:45So it's going to find manual formatting for italic and apply the actual
05:49character style italic.
05:50We will say Find. It found that one. Change.
05:55Find Next, found that one, Change, and we will just leave it as is.
06:00As you can see, in the Character Styles panel it created a character style called
06:03italic and then it's been applied here, so that in the Paragraph Style panel we
06:08don't see a plus symbol anymore.
06:09There is nothing being overridden.
06:12So that is the tedious way.
06:13You would do that for bold and bold- italic and your small caps and so on.
06:17The fast automated way is to use this excellent script that I found.
06:20There are a few variations of this kind of a script.
06:23First let me revert this file so we can get back to where we started from. Zoom in a bit.
06:30The script is called preptext.jsx meaning that it's cross-platform.
06:37It's JavaScript and we will put up a little banner on the screen showing where
06:41to download that or learn more about it.
06:43It's actually written by somebody who contributes a lot to blog that I co-host
06:46on indesignsecrets.com. He is a great guy.
06:49What this does is it goes through your document and any time that it locates
06:54bold, italic, bold-italic, small caps, subscript or superscript, it will create
06:59the style on the fly and apply it.
07:01Isn't that wonderful?
07:02It's like having a little intern who is very fast.
07:04So I am just going to go ahead.
07:06All you need to do is double-click it and there it goes the end. Wouldn't that fun?
07:12Take a look at the Character Styles panel. Look at this.
07:15So there is the Bold, there is the Italic.
07:19There is the Small Caps and so on.
07:22So now let's export this to EPUB and see if it helped.
07:26We will export to the desktop again.
07:30Replace the existing one.
07:32Defined Styles is the one that you want.
07:34We don't want fonts.
07:35We want to view the eBook after exporting. Export.
07:39Much, much better.
07:41Now that you have the character styles applied properly, all that local
07:44formatting is coming through. Oops!
07:46Not all, right? We are missing the small caps and if you scroll down a bit there
07:52is a couple of other problems.
07:53So even though you have gone through the trouble of applying character styles,
07:57we are just running into a couple small additional problems I want you to know about.
08:01One of them is really not InDesign's fault--
08:04Well, I guess I will put it up InDesign's fault. Is that it's not really
08:08translating the drop-caps properly.
08:10It's not translating the small caps properly.
08:13But if we look at this file, at the actual XHTML I'm opening up in
08:20TextWrangler again. Can you see that?
08:23Let me turn Text Wrap.
08:26You see that it actually did apply a class, a span class called bold with an L.
08:31So at least it has specified L and we can edit this to actually turn this into a
08:36drop-cap and in the CSS file we can also edit some of these styles as well to
08:44change it exactly how we want.
08:46The problem with that large paragraph that didn't get formatted at all properly
08:51here-- let me show you what that's about.
08:54This is something you can add to your list of things to check to in the InDesign document.
08:58So I am clicking in this text to show you that in the Paragraph Styles panel,
09:03it's got Basic Paragraph with local formatting applied.
09:06Somehow-- and this often happens in the throws of production--
09:10the actual style didn't get applied to this paragraph.
09:13It's hard to tell because somebody manually made it look like the other
09:16paragraphs, the body style, but it's not.
09:19So the tip here is to go to the Edit menu and open up your main stories at least
09:25in the Story Editor.
09:26Because the Story Editor has this wonderful little feature that not a lot of
09:30people know about. Over on the left-hand side all of the paragraph styles are called out.
09:35Now it doesn't tell you if anything has been overridden or if there's any
09:38character styles applied, but what you are looking for is anything that says
09:42Basic Paragraph, because that is probably a no-no. Or No Paragraph Style is also a no-no.
09:49And that will cause you problems.
09:51So I am clicking. Basic Paragraph.
09:54So if you find something that says Basic Paragraph, select it in the Story
09:57Editor, close it, your cursor will be blinking in the same paragraph in the
10:03layout and then you can actually apply the correct style to it and that
10:06should fix that problem.
10:07All right, so it's very important that your InDesign file be formatted 100% if
10:13at all possible with paragraph styles and character styles.
10:17No overridden manually applied formatting and be sure and use the feature of the
10:22Story Editor and also this cool script to help you get that done.
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Modifying nested, GREP, and line styles
00:00One of my favorite features in InDesign is the ability to automatically
00:04apply a character style to certain bits of text whenever you apply a paragraph style.
00:09And in CS4 we have three different ways to do that.
00:12We can do it as a nested style, as a GREP style, and as a line style.
00:17And all these beautiful applications of character styles demo that.
00:21For example, why is San Francisco appearing red all over the place?
00:26Well if you look at the paragraph style definition for body, I'll double-click
00:30it and go down to GREP Style, you can see that I have set up a very simple
00:35literal GREP style and that any time when I write the word San Francisco is
00:39included and I apply the style body, it's going to apply the Red bold character
00:45style to that phrase.
00:46And if you want to learn more about GREP styles, and the other kind of nested
00:50styles, and so on you should take a look at some of the other lynda.com training
00:54videos on InDesign CS4.
00:56Another style that we have going on here is down here.
00:59This is something probably a little bit more typical than calling something out in red.
01:03This is a nested style.
01:05So in the paragraph style called facts, if I double-click and look here, you can
01:11see that it's automatically going to apply the character style called Bold
01:15through the first colon.
01:16So if I said, we're here for example, July 1946, 1947: But not 1948: and so on,
01:26so when it encounters the first colon, then it turned off that character style.
01:32And then oh, the last one is up here.
01:33This is a line style and this will automatically apply, near here it's under
01:40Drop Caps and Nested Styles.
01:42It'll apply the character style called green for 1 line.
01:45So even as I edit this, "on or about," it's automatically only applying it to the
01:52first line and not to the second line.
01:54The problem here is that when you export to EPUB, the conversion process
02:01completely gets amnesia about these character styles.
02:04If they're part of a paragraph style, if they were applied because they were
02:08nested, or GREP, or line style,
02:11they get completely ignored.
02:12Watch, we'll check that out.
02:14I am going to export to Digital Editions with my keyboard shortcut.
02:18Save it to the Desktop. Choose Defined Styles.
02:22We don't want embed any fonts.
02:24We want to view the ebook after exporting.
02:26Everything else here is fine.
02:28Export, and you see all that got ignored.
02:32So what you need to do is you need to actually apply them.
02:35So if you look in the Character Styles panel for example and you click in one
02:39of these red San Francisco words, you can see down at the bottom of the
02:43Character Styles panel that it knows there is a character style applied here.
02:46But that paragraph symbol, which is called the pilcrow by the way, it was applied
02:51because of the paragraph style.
02:52If we had actually applied Red bold to a word, then you would see it up here.
02:58But you don't see it there. It says None.
03:02So the trick is you need to go through this document and actually literally
03:06apply that character style to those words.
03:09That doesn't mean that you need to edit the paragraph style to turn off nested
03:12styles, or anything like that.
03:13It's actually pretty simple, just a little bit tedious.
03:16So you could do this with Find/Change, you can also do it with a script.
03:19Let me show you a Find/Change first.
03:21I am going to clear out any existing settings I have here by clicking the little
03:25Trashcan icons and you simply want to, with nothing selected in Find what and
03:29Change to and the Text tab selected, click the little magnifying glass.
03:35You want to find the character style, say Red bold, and you want to apply, guess what?
03:41That same character style.
03:43That does it, right.
03:44So you just do that.
03:45Let's try it, say Find.
03:47So it can find it and we'll say Change, Find Next.
03:52and you would continue throughout the document in the same manner.
03:55You could do the same thing for your other character styles, for the green
03:58and the bold leadin.
04:00But I find it a lot faster to use a script.
04:03So I am just going to click Done and I've already installed the script.
04:07I am going to go to Window > Automation > Scripts.
04:10It's a free script written by a good friend of mine called Harbs and he has a
04:13great InDesign plug-in company called In-Tools.
04:16And we'll put in a little link on the screen to show you where you can download it,
04:18ApplyNestedStyles.jsx.
04:22JSX means its JavaScript, so it'll work in both Mac and Windows versions of InDesign.
04:27If you double-click it, it will go through the entire document and apply the
04:31nested styles, including line styles and GREP styles.
04:36So I double-clicked it and it's done.
04:37I don't know if you saw that.
04:39But I just double-clicked it.
04:40You can check by clicking inside anything that has been applied as a nested,
04:46line or GREP style and make sure that the name of the character style appears at the top.
04:50So you see it didn't remove or edit your paragraph styles at all.
04:53I really liked that about this.
04:55But it did go ahead and apply on top of it the actual literal character style.
05:02So now when we export this to EPUB, I'll export to the Desktop and replace the existing one.
05:09Define Styles, everything else is the same.
05:14Remembered our lovely coding and of course line styles, you know EPUB doesn't
05:18know from a line style.
05:20So I wouldn't even use line styles but it did retain it, which is the point
05:24of this whole thing.
05:25Let's check out the Bolds down here, and that worked as well.
05:30So whether you use Find/Change or a script you have to remember to actually
05:35apply the character styles to any automatically applied character styles in
05:39InDesign before you export to EPUB.
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Modifying tables
00:00If your InDesign document has a table that you formatted and edited in
00:04InDesign, the contents of that table will be included in the export to EPUB,
00:10but the table formatting won't.
00:12So that's a problem.
00:13The good news is, sort of good news, there is a couple ways to get a
00:16nice looking table into your EPUB but either one comes with its own set of trade-offs.
00:21So first, let's look at one way, which is to actually edit the table in the CSS code.
00:27In other words, what you do is you just make your table and you then export it to EPUB.
00:32So we're going to go ahead and export to Digital Editions and I'll export it to
00:38the Desktop, history table.epub.
00:41And the settings that we want are as usual Defined Styles.
00:44We don't want to include fonts.
00:46We want to view the ebook after exporting.
00:48Everything else is fine. Export.
00:52So here we are and here's our beautiful table.
00:55Now because we used paragraph styles, the coloring did come across and this
01:00actually is a table.
01:02It's just that we're not seeing any of the formatting.
01:03We're not seeing any cell strokes or alternating fill color.
01:07Now let's take a look at this EPUB,
01:09at the actual XHTML file and the CSS file.
01:13I'll take the EPUB file and I'll open it up in one of my favorite utilities,
01:17TextWrangler, which lets us take a peek at the innards without having to actually unzip it.
01:23And if we go to the actual XHTML file, let me soft wrap the text, you can see
01:31if you have done any kind of web formatting at all, that the table tags
01:35actually did come through.
01:36So it knows the table starts here and that we are dealing with table body and
01:40that table row starts, and here's the first table cell. td means table data.
01:45That's what a cell is, and inside that first cell is the word "Degree."
01:49Now this is all of InDesign's horrible extra stuff that it adds whenever it
01:55applies a paragraph style to text.
01:57We'll be dealing with that in a different video.
01:59But as you can see it did create separate cells, separate rows.
02:04tr starts a new row, and so on.
02:07Now I'll select the template.css file and what you would need to do would be to
02:12include the td and tr and so on as actual styles in your CSS file.
02:19And if you had applied a table style to that table, those usually come
02:23through, not all the time.
02:25I am not quite sure what the internal logic is there but if you apply a table
02:29style and cell styles then those should appear already in your CSS file.
02:33And then you could just edit their settings.
02:35I think it is good news in general that the table structure comes through, and
02:40it will just need some finessing from you.
02:42Now the other way, let's close this up, to get the table to appear is to turn it
02:47into a picture and just embed it as a picture.
02:49And that might be the fastest way for you to go if you want.
02:53A couple cautions though, especially like if this is going to be shown on a
02:56Kindle. Amazon has very specific precautions about text and graphics.
03:01They need to be at least six pixels tall, the lowercase a. And I'll be talking
03:06more about converting your documents for Kindle in another chapter.
03:10But this comes into effect especially with things like turning any kind of
03:14tables and charts into graphics.
03:16You have to be careful about what the final type size is going to be, and you
03:19might actually want to reformat this to make the type larger, split it up into
03:24multiple tables, and so on.
03:25But we'll assume that this table is fine for our purposes, so we're going to
03:29turn this into a graphic in this way.
03:31First, I am going to turn on Hidden Characters so we can see where all of our
03:34paragraph returns are.
03:36And if you recall your InDesign classes, a table is an inline object.
03:41It's sitting inside its own paragraph.
03:44I am going to select it and then choose Edit > Cut and there's the paragraph that it was in.
03:50And then I am going to just paste it over here on the side.
03:53I'll drag out a frame, and paste, and there is our table.
03:57What I am going to do is select this and then export it to a JPEG.
04:00You could export to JPEG or EPS.
04:02I just like JPEGs better. Go to File.
04:05Choose Export. Under Format we'll export to JPEG.
04:11I'll save it out on the Desktop, and then when you click Save you have some options.
04:17And one of the options is export just the selection.
04:19Don't forget to do that.
04:21Otherwise you're going to export the entire page.
04:23Let me export this selection and then what quality do you want.
04:26And I am going to say let's do High Quality and Resolution, I am going to
04:31actually bring it up to 300 ppi.
04:33Now if the tables are a very important part of your book you'll probably want
04:37to do a couple tests to see what resolution and which quality works best for your purposes.
04:42I am just going to export that one, and then deselect and we'll place that
04:47right back in here. So I press Command+ D or Ctrl+D, select the JPEG, turn off
04:53Replace Selected Item.
04:54Let's zoom out a bit, not that much.
04:58And click, and there's our table.
05:01If I right-click and go down to Display Performance > High Quality Display,
05:05it looks a little bit better but it should look okay in the JPEG.
05:07I am going to crop it.
05:09I guess we've got some of that white area there.
05:12Now what you need to do is you need to anchor it in a text flow.
05:15If you remember from our previous video about managing the reading order with
05:18the layout, we're going to need to embed the graphic in the flow of text just as
05:23how the actual table was embedded.
05:25So to do that I'll cut it to the clipboard, then I'll switch to my Type Tool.
05:32Let me select this paragraph symbol and see if I have created an image, there it is.
05:37We have created a paragraph style just for embedded images and then I'll choose Paste.
05:42And you might need to actually do it little bit more setting with space below and so on.
05:49But let's just go ahead and export this, and see what it looks like.
05:51So export to history table, replacing the existing one, with the same exact settings. Export.
06:01And there's your table.
06:02So it looks pretty good in the final EPUB.
06:05So those are your two choices when you're working with tables.
06:07You either export them as live text and then apply table formatting via CSS, or
06:13you convert it to an image,
06:14place the image, anchor it in text flow, and then export that.
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Converting InDesign graphics
00:00As you've learned by now when you export from InDesign to Digital Editions,
00:05all text and images that are on your pages get included in the export.
00:10But sometimes what is an image isn't quite so black-and-white. Like for example
00:15let's take a look at this document, My Dog, Carol, this lovely weird little
00:21publication that I created with the picture of my dog Zoey.
00:24Now this is an image.
00:25It's Zoey herself, but what about these graphics here, that I created in InDesign?
00:30Let's see what happens when I export this to eBook.
00:35So I'll use my keyboard shortcut and we will switch to the Desktop. indesign art.epub.
00:39We want Defined Styles, turn off fonts, View eBook after Exporting, Contents are
00:46fine, Images at the default, Export.
00:50So we have the title, the byline, the text.
00:53We have a couple of little callout text blocks that are centered and the picture
00:58is on the left and really our little diagram just completely fell apart.
01:02So what's the deal here?
01:05Well, one thing that's not included, and this was covered in my earlier video
01:08about what gets transferred and what doesn't get transferred, is any artwork that
01:12you create in InDesign.
01:13So anything that you create with the Frame tool or the Pen tool that does not
01:17include text or a linked image just gets ignored and that's how these guys were created.
01:24This little bar and the ellipse, all right, those were created directly in InDesign.
01:30I guess you could say if you look at your Links panel, anything in the Links
01:34panel gets exported.
01:35If it's not there, it's not going to get exported.
01:36So if you place a PDF file, an Illustrator file, a layered PSD file, even
01:42another InDesign document, as long as they appear here in the Links panel,
01:46InDesign says, "Oh yeah!
01:47That's an image" and that will get exported to the EPUB.
01:50And obviously this InDesign created artwork is not linked to anything external.
01:54It doesn't appear here.
01:55So it gets ignored in the output.
01:57I bet that you know how to get it in there, right?
01:59Right, you are absolutely right.
02:00You have to turn it into a graphic and link to it.
02:02So there is a couple of different ways to do that.
02:04One is the manual way that I already demoed with, for example turning a table
02:08into your graphic in a previous video is that you make a selection.
02:12It doesn't have to be grouped.
02:13This one happens to be grouped. Make a selection, export it to JPEG, and
02:17then paste that in.
02:18So we'll select this, go to File > Export, and I'll switch to the Desktop,
02:25save it out as a JPEG.
02:26I always like to save it at a high-res. Already High.
02:29I want to make sure that it just says Selection; otherwise you are going to end
02:34up exporting the entire page. And export that.
02:36Then you want to move this graphic off to the pasteboard, so it doesn't
02:40get included, but at least it's there to be editable in case you need to
02:43change something later.
02:44Then we will go to File > Place and bring that JPEG back in. Turn off
02:51Replace Selected Item.
02:53Here we go and now let's export this to EPUB.
02:59We will overwrite our existing one.
03:01It is remembering our previous settings. Here we go.
03:05So now we have our InDesign artwork in there.
03:09Let me show you, if you have a lot of these kinds of things and I can see that
03:13there are a number of publications that have diagrams and things that you might
03:16have used InDesign's own artwork tools to a great extent, there's an easier way
03:21to do this rather than exporting to JPEG.
03:24I want to get rid of that guy.
03:25What you do is you use this really neat script called Layout Zone and it's a free script.
03:32Of course the guy wants donations if you have them and it's just the most
03:35spectacular script that I have ever seen, seriously, for InDesign users.
03:39We'll put a little URL here showing you where you can download it and how to install it.
03:43You actually need to restart InDesign to install it because it adds a new menu
03:47item under your Edit menu.
03:49So you can't just drop it into your Scripts panel and then have it
03:52automatically appear.
03:54What this lets you do is it lets you select anything in your InDesign document
03:58and convert it into a placed InDesign file.
04:01Let me show you what I mean.
04:03I already have this group selected.
04:04Again, it doesn't have to be a group.
04:05We could have just made a multiple selection. Of course it has to all be in one
04:09page or one spread and then you choose Assign Zone.
04:13So we are going to give this a name.
04:15We will call it zoey diagram and notice that it's exporting it as an InDesign file.
04:21Click Save and you will get a dialog box that says what would you like to do?
04:25I want to save the selection, not the page, and we have some options down here.
04:31We want to replace the selected objects with the InDesign document.
04:35So it's going to get rid of these editable files and it's going to place the
04:39InDesign file that it created there instead, which means then it's treated like a
04:44graphic because it appears here in the Links panel.
04:47Now it's no longer editable.
04:50It's like a placed InDesign file, but if you want to edit it, you know you
04:54could just right click on it and choose Edit Original and it opens up as its own document.
05:00So if I said "Ears at low alert" and closed it and saved it, then it
05:09automatically updates right here, just like editing a placed Photoshop file.
05:13It's really miraculous.
05:15So let's export this to EPUB, replacing the existing one, and there you go.
05:25So it's the same thing as you know replacing with a JPEG except it's a little I
05:28think smoother and slicker and easier to edit.
05:31Whichever way you want to do it, you have to turn your InDesign artwork into
05:35some sort of graphic and then place that graphic into the InDesign document in
05:39order to keep those graphics in your EPUB.
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Manually optimizing images
00:00All imported artwork in your InDesign pages will get exported to the EPUB file
00:06and usually by default they'll be converted to an EPUB-friendly format.
00:11The default setting is to optimize all the images, and what that means is to
00:17downsample them to 72 ppi.
00:20Now if you choose not to, then you might get unexpected results.
00:24So let's take a look at what I am talking about.
00:26We have here an image that I've placed and it's just a regular high res image.
00:30If I select it and go to the Links panel, you can see down here in Link Info
00:34that the Actual PPI was 180, and because I scaled it down, it's 517
00:40Effective Pixels Per Inch.
00:42If your rulers are in inches or picas, you might want to take this opportunity
00:48to change them to points.
00:49I am just going to right- click here and choose Points.
00:52You can do this in your Preferences as well, because there are 72 points to an
00:56inch and there are 72 pixels to an inch as well.
01:00So this will help you get a good idea about how many pixels wide your images are,
01:05and that means how many pixels wide they will be on the ereader device,
01:11like the Android or the iPad or whatever, somebody is using to look at it.
01:16In fact, I've set up this whole document to help me preview what this will
01:19look like on an iPad.
01:21It's actually 600 pixels wide by 800 pixels tall. Well, not iPad I guess. Maybe
01:26a generic ereader device.
01:28A larger one, because iPads are slightly taller.
01:31But just looking at it like this, I can tell that this image should be about
01:36half of the width of the page.
01:38In fact, when I select it, I can look up here and see that the width is 285 points.
01:43If I am talking about a 600 pixel widescreen, 285 pixels/points is about half.
01:50Let's see what this looks like when you export it to Digital Editions.
01:54I use my keyboard shortcut to export image.epub to the Desktop, click Save, and
02:00turn off Include Embeddable Fonts and View eBook after Exporting.
02:04This is just a good habit to get into.
02:06Under Images though, notice how it says Copy Images: Optimized.
02:11This means that it's going to downsample them to 72 ppi for your device.
02:16So keep it at that setting and then also keep Formatting turned on.
02:21Formatting means that it's going to match your crops, match your scale, and if
02:26you've rotated or applied some sort of stroke to the image frame, that's all
02:30going to be maintained.
02:31Leave everything else as is, and then just choose Export.
02:37Make this fill the screen. So there is our image in Adobe Digital Editions.
02:41If I switch back to InDesign and change the scale to 100% and then when we flip back,
02:48I think you can see that the image is the exact same size.
02:52So that is normally what you want to do when you export to Digital Editions is
02:56you want to choose Optimized and Formatted.
02:59Now if we choose something else, I'll overwrite this and Export and then under
03:05Images, I'm going to choose Original.
03:08It's just going to take the original image and export that. Let's see what what looks like.
03:15Any reader only understands 72 pixels per inch.
03:18It took this 180 pixels per inch image, and stretched it out.
03:22So it doesn't do any downsampling or anything like that. It just gets huge.
03:27Let's come back to InDesign and try something else.
03:29This time I am going to rotate the image.
03:32We will just go ahead and apply some sort of rotation like 30 degrees and then I'll
03:37play a drop shadow to it and now we're going to export to EPUB or going to
03:43overwrite the existing one, and under Images I am going to switch back to
03:47Optimized with Formatting turned on and choose Export and you can see that it
03:52did maintain a rotation that drop shadow would had some issues with.
03:56So you're going to have to test any kind of special effects that you apply to
04:00this image. And I think this might look especially horrible for review in
04:03grayscale like in the current crop of Kindles.
04:06So keep that in mind, but that's what formatting means that it matches the
04:09rotation, any kind of effects that you apply to it in InDesign.
04:13Couple other things to keep in mind.
04:14I made a page of tests.
04:16If somebody asked me, "Well if InDesign is going to automatically downsample it
04:20to 72 ppi when I export it, then wouldn't I get better results if I did that
04:25myself in Photoshop and that way I could play sharpening and things like that?"
04:28I say you know, that's an excellent question.
04:31So what I have done here, while I took the opportunity, I also tried something
04:34else for myself, which is to create an actual image that should be exported as
04:40a GIF and an image that should be exported as a JPEG to see what InDesign does with them.
04:45So down here on page 2, what we had, one image called Hi Res and in the Links
04:50panel you can see that it was 300 pip. So I did scale it down a little bit. So it's 319 ppi.
04:57Let's zoom in so we can see it a little bit better. And then below there is the
05:01same image that in Photoshop I downsampled to 72 and then export edit as a JPEG.
05:07So this is an image I shot myself. And then the Image Tests up here are-- I took
05:11something that should always be a GIF.
05:13A GIF is the format that you want to use for solid colors.
05:16JPEGs are for photographs.
05:18So logos and background, dingbats and things like that should be GIFs and I made
05:23a Hi Res GIF, which is almost an oxymoron, but this is just a square
05:27with the black bar in it and that's 300 and then I made a low res one then I
05:32actually saved out as a GIF.
05:34Now we're going to export this to EPUB and see what InDesign does with
05:39these files. If in Images we say Optimized, Formatted, and under Image
05:45Conversion Automatic.
05:47So this means that InDesign is going to take a look at each of your images and
05:50if they're PSD or an INDD or PDF or TIFF or whatever they are, it's going to
05:55think, "Huh, should this be a JPEG or should this be a GIF?"
05:59And you would think that, it would make intelligent decisions and actually it
06:02doesn't. Actually in my experience it exports almost everything as a JPEG.
06:07So we are just going to leave it at Automatic.
06:09To me that's why it's really pointless to choose anything in GIF Options
06:12because it's not going to export a GIF, but I would just say just leave
06:15everything as is too.
06:17Adaptive (no dither) is fine.
06:18Interlacing is pointless really for an ereader.
06:21Under JPEG Options, you might want to change the settings.
06:24I think the last time I did this I used Maximum.
06:26I believe the default is Medium and I usually keep JPEGs High, and then the
06:31Format Method really makes no difference.
06:33Progressive is more for a web site, so I just leave it at Baseline.
06:36I think that actually Adobe reused these options from their Export to
06:41Dreamweaver dialog box.
06:42Now let's see what happens with our test.
06:44Let me make sure that we are going to view the ebook, yeah, good.
06:46So here's the image test for the GIF and they looked to me how they did in
06:53InDesign, that we have slightly different coloring for this one. Because GIFs are
06:56mapped to a specific color table,
06:58this is a GIF down here, then the color is slightly different than up here.
07:03But take a look at the JPEGs.
07:05I see a marked difference between these two.
07:07The downsampling that it did here, look at the window frames. It looks horrible,
07:11but when I downsampled it myself in Photoshop, it did a much better job.
07:15So in other words to me the lesson here is if the images are critical to you,
07:20you should spend some time in Photoshop creating EPUB-ready images and replace
07:25your hi res ones with those to get the best results.
07:28The other thing I want to show you is what about the automatic conversion?
07:32In the Exercise Files, I took that image tests.epub and I unzipped it so that
07:37you could see inside the OEBPS folder there is an images folder, and look. It should
07:42be a GIF image, as a JPEG.
07:45It exports everything as a JPEG, except for things that start out as a GIF.
07:49Then it leaves it as a GIF.
07:50One final tip I want to tell you about with images for your EPUBS and that is
07:54over here in full-half.
07:56If you are specifically creating an EPUB to be seen on an iPad like in iBooks,
08:02then many people have discovered that there is a magic size that will force a
08:07page break, and that magic size is this one right here.
08:11If I select it, we look at the settings up here, and now we have to switch this
08:15to Points, there we go. 600 pixels across by 802 tall.
08:21That will take up an entire page, which effectively makes a page break or
08:26chapter break when this EPUB is viewed in iBooks.
08:30Similarly, if you take those dimensions and change into exactly half, so that
08:35600 pixels across by 430 pixels from top to bottom, that's a sweet half page.
08:41So how would you do that?
08:42Let me come back over here.
08:44Let's switch this. Say that you wanted to create something like that from this image.
08:49I will take the drop shadow off.
08:52What you do is you come up to Width and Height and you actually enter 600x800.
09:01With that object selected, so that just changed the frame, not the contents, go
09:05to Fitting and choose Fit Content Proportionately and that will fill the
09:10screen as much as possible, but if you're trying to resize an image to fit
09:14exactly 600x860, make the frame 600x860 and then scale the image to fit
09:20appropriately inside.
09:22Now I've exported this to EPUB and then I put it on my iPad and took
09:27screenshots, so you can see what it looks like.
09:29So here we are looking at page 1 with my iPad in portrait orientation, and then
09:34when I switch to page 2, there is our magic sized image that is taking up the
09:39entire page, and then page 3 and page 4,
09:42there's the half size image.
09:44Even if I turn the EPUB landscape so that it does facing pages, there's page 1, page 2
09:49and 3, doesn't it look great?
09:51So even if somebody is looking at it in landscape orientation that magic
09:55size of 600x860 will always take up a full- page and in effect act like a chapter break.
10:01Here is that half page image.
10:02So when you are working with your images in InDesign, make sure and change the
10:06rulers to points so you can better gauge what the final size is going to be
10:11like in your EPUBs and then remember all these tips and techniques I showed you
10:15to get the best results.
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Creating a cover image
00:00When one of your potential readers is looking at the Apple iBook store, or they
00:05are on the Amazon Kindle Store, or they are at Barnes & Noble Nook store,
00:10they're looking at a bunch of books with descriptions, but what is next to the description?
00:15The cover, of course the cover.
00:17So even in this digital age where content is king and they can be reused all
00:21over the place, a lot of people still rely on the cover to decide whether or not
00:26to see if it's something they're interested in.
00:27So, in other words, the cover is important still even for your ebooks.
00:31And how do you create a cover image?
00:33Well if you have created a cover in your actual InDesign files, you can see
00:37here this is the Stories of California. Let me zoom in a little bit.
00:41You're going to need to do a little extra work to it.
00:44Let's take a look at what happens to this cover image when I export to EPUB
00:48as-is, and just to orient you this is text in a the frame and text in a frame,
00:55and this is an image with a drop shadow and this is a box that I created in InDesign.
01:00So we're going to export this to EPUB with their keyboard shortcut.
01:04We'll go right to the desktop, California Stories.EPUB.
01:06We want to Defind Styles, turn off the fonts, view the ebook, we'll choose
01:12Optimize Formatted, let's do high quality, Content is fine, and choose Export.
01:19And what the heck happened here?
01:22We have the title and then the author and then the image and then the title again.
01:28Well, that's from the title page.
01:30In other words, if you've been watching my previous videos in this chapter,
01:33I think you already know the problem. The problem is that when you export to EPUB,
01:36any kind of text formatting or effects that have been applied to text such as
01:41drop shadow is ignored, and what we really need to do is turn this whole thing
01:45into one single file and then replace the individual text frames and image
01:50frames with that one single linked image.
01:54So there's two ways to do this. We can export the selection as a JPEG or we
01:59could use the script that I talked about before called Layout Zone. Let's just
02:03export this as a JPEG.
02:04I've selected all of the elements and then I'm going to go to the File menu and
02:08choose Export and we'll just save it right out to the desktop,
02:11California-Stories.jpg, and click Save.
02:14And then in the Export JPEG dialog box make sure you choose Selection, because
02:19there may be some other things on this page that you don't want included.
02:22And we will leave it at 300 PPI and high-resolution and then choose Export.
02:27And then I'm going to move this over to the side. Make sure nothing is touching
02:30the page or doesn't get included in the Export and then I'm going to replace it
02:34by just placing or importing that JPEG.
02:37Let me move it down a little bit.
02:41It actually makes no difference how I center it here because the whole graphic
02:45is going to appear.
02:46Now let's go ahead and export this to EPUB again. We'll replace the existing
02:51one, keep all of our settings as before, export, and there we go, there is our
02:56cover and it's kind of hard to see here because the resolution that we're
03:00looking at in this on my monitor is not conducive to portrait book covers, but
03:05basically you see that it came out exactly how we wanted it.
03:08And I know that some of you're thinking, well, wait,
03:10look at the thumbnails. It's really weird over here.
03:12Well, that's kind of a problem with Adobe Digital Editions and this would be
03:16something you could fix inside the CSS to change its size to 100% or something
03:20like that. We'll be talking about that more in the CSS and XHTML videos.
03:24But when viewed in just about any other ereader device or ereader software,
03:30the thumbnail looks great and the cover looks great.
03:32There are a number of resellers who would like you to point to the actual
03:36stand-alone JPEG cover image, like when you are submitting a book for Kindle or
03:42for the Apple iBookstore.
03:43They want to know where is the JPEG of the cover, so keep your hands on that
03:47JPEG that you've just created.
03:49I know some other people who have asked me, "Well, what if I want to make a cover
03:52that just works perfectly with a certain device? I mean, how I find out what is
03:56the resolution of the screen size of those devices?"
03:59Well, I do have some really great resources here for you and you might want to
04:03just bookmark these for later, but mobileread.com, which is a fantastic resource
04:08that I'll be talking about in my Next Steps video at the end, has a Wiki, which
04:13is a user-contributed knowledge based, and they have three incredible tables here.
04:18They go through every single ereader device with all of their specs.
04:21So quite now we're looking at the one of our Web tablets, so here are all the
04:25Web tablets, like here's the iPad as it is today, along with the dimensions,
04:29the display, what kind of resolution you have, what kind of connectors it has, what
04:34kind of files and supports, and so on. How much it costs?
04:38They also have one for LCD ebooks, and they have one for e-Inc ebooks, like the
04:44Kindle and many others.
04:46So if you're ever looking for what are the exact dimensions and what are
04:48the exact pixel resolutions, then it's one of these three pages that you want to check out.
04:53But I would say don't even bother trying to make a specific image for a specific device,
04:58other than that any trick that I told you earlier about creating a
05:01full-page image for Apple iBook by sizing it to 860 tall by 600 wide.
05:07In general if you keep your cover images at 800x600, then they'll be perfectly
05:13usable for a wide variety of ereader devices.
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Adding a custom TOC as the first page of an EPUB file
00:00Whenever I'm reading a digital book and I'm scrolling through it and I'm deeply
00:04into the book, you know it's always nice as to be able to quickly get to a table
00:09of contents to see, did I hit that section in the collection of short stories,
00:13did I read that short story?
00:14So I'm constantly using the Navigational table of contents.
00:18And I talked earlier about how to create this.
00:21But a lot of times you don't always see this all the time, like here in Digital
00:24Editions, I can come up to his Reading menu and Hide the Navigation pane, and so
00:29I'm just looking at this.
00:30And what I really appreciate when some producers do is, when they actually add
00:35an Inline or content, table of contents.
00:39So here if I want to quickly jump to certain section, I can just click right on
00:42that link, and also, if you've ever used any kind of ereader like a Kindle or
00:46something, it's often very hard to remember, how do you get back to that,
00:50navigational table of contents.
00:51You know there is a little icon hiding in a little corner, you got to press a
00:54certain secret button to show and hide it, but it's very simple, usually to
00:59figure out how to get to the beginning of the book, right?
01:00You just slide to the very beginning, or like here, I can just drag right up to
01:04the very beginning, and I know that the TOC is right there.
01:07So how do you create one of these?
01:09Well, you actually have to put it right in InDesign, so let's talk about how to do that.
01:13Let me show the Navigation pane again, so back here in InDesign, I have created
01:18a book called California History, so each individual document is one of the
01:23pages, so this is just foreword and then here's a chapter called California's
01:28Name and Early History and so on.
01:30And in my contents page I have an actual existing table of contents, by that I
01:36mean I use the built-in feature to create this.
01:40Let me show you I'm going to delete this for now and I'm just going to go right
01:43up to the Layout menu, choose table of contents, you can see I've already
01:47created the TOC style where I want, in the entire book Include Book Documents.
01:52So it shows me all the styles here and I've set this up, and then I click OK
01:55and it loads up my cursor with the table of contents text and then I can click and place it.
02:00And the problem is as I've explained, what gets transferred, what doesn't get
02:04transferred, that automatically generates Tables of Contents, don't get
02:08exported, they get ignored.
02:10So you can't really even use this as a starting point to create your own table of contents.
02:14If you are looking at a framing and not sure was it automatically generated or
02:18not, and I really wish Adobe would add some sort of dingleberry or icon to these
02:23frames to let us know.
02:24But here's a tip is that if you select that frame and go to Edit > Edit in Story
02:29Editor, you'll see these links all over the place and that is a tipoff, this was
02:33an automatically generated TOC.
02:35So you can't really use this even though it is editable, you could select this
02:40text you can't really use it because it's going to be ignored.
02:42What you can do is you can retype it or you can export this to RTF and place a
02:48RTF that clears it out as well.
02:50That is something that I've already done, as you can see on the pasteboard I
02:53have a duplicate of that.
02:54So you don't use an actual TOC, they are pretty much useless, when you're
02:57going to export to EPUB.
02:59And so this was actually hand-built, so if we open this in Story Editor, we're
03:04not seeing any of those word link things.
03:06So how do you make a link?
03:07Well, you use cross-references in InDesign CS4.
03:11If you're linking from one document to another, you have to have those
03:14other documents opened.
03:15Now I am not going to go very deeply into Cross-References at all, but if you
03:19watch on my new features in InDesign CS4 videos on Lynda.com, I have a whole
03:24chapter I'm working with Cross- References, and I'm sure that covered in other
03:27InDesign titles as well.
03:28But the actual panel is under the Window menu, go to Interactive, choose
03:33Hyperlinks, which has Cross- References at the bottom and say that I want to
03:38make a link from Foreward to the Foreward section, I want to make sure it's
03:41open, which already has been, and then I click New Cross-Reference the bottom
03:46of the Hyperlinks panel.
03:47I want to link to the Foreword to INDD file and it's called
03:51Title-special Foreword.
03:52I've already created a Cross-Reference format that contains the Full Paragraph,
03:57in other words, the full entry of that style with no quotes, because I don't
04:01like the quotes around it, and I want to make in Appearance it is Invisible
04:03Rectangle, because I don't want to see that rectangle here.
04:06When you export to EPUB, most ereaders and devices will add their own blue
04:12line or make it into a link, so it looks like an obvious link, or you can also
04:16edit that in CSS to override what the link looks like and make it look a
04:20little more special.
04:21Let's do the same thing for this one, California's Name and Early History, I'm
04:24going to make a Cross-Reference to the Early History document, and that is
04:30chapter title, full paragraph, no quotes invisible, we will just do those two.
04:35And now let's export this book to EPUB and see what it looks like.
04:38So I go to the book panel menu and choose Export Book for Digital Editions,
04:43we'll save it onto the desktop and in our settings here I want to use, Defined
04:49Styles, no fonts, view the e-Book after exporting, Images are fine, in Contents,
04:56I do want to include the TOC entries for Basic TOC, I don't want the names of
05:01these documents to be the navigational TOC, and so I'll turn on Suppress
05:04Automatic Entries and click Export. Okay.
05:06So here is our navigational table of contents and if I click Contents, there is
05:11the contents with the links.
05:12I click Foreword, it jumps to foreword, and let's go back.
05:15California's Name and History.
05:17I can hide the Navigation pane and still be able to use my built-in table of
05:22contents with all my links or I could create a list of illustrations in the book
05:28or a list of recipes.
05:30Really, whatever you want to do.
05:31Just use the Cross-Reference in the InDesign book feature.
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Adding metadata to the InDesign file or book
00:00Metadata is information about a file that isn't actually content within the file.
00:07For example, when you open up an EPUB, the metadata that you see in Adobe
00:10Digital Editions is up here in the left: the title of the document and the author.
00:16Now this title and the author came through, because I added the metadata in
00:20InDesign and there are number of metadata fields that you can add in InDesign
00:24that will be included when you export to EPUB.
00:27Now there are many others that can't be added in InDesign and we'll be talking
00:31about it in later videos. And then there are even more fields that you prompted
00:35to fill out whenever you submit your EPUB to a reseller like the Kindle
00:39bookstore, because metadata is really the heart of the entire ebook ecosystem.
00:44When you go to the Apple iBookstore, you often go to Search field and you type
00:49in a subject or an author or something like that and so all that metadata needs
00:53to be associated with your ebook. So we're just sort of scratching the surface here
00:57but an important surface. Let's talk about how we add metadata in InDesign.
01:02So I'll switch back to InDesign and we have a version of this file that's mainly
01:07just text with some subheads we've been working with on occasions so far.
01:11Let's just go ahead and export this document as is.
01:14So I'm going to use my keyboard shortcut to export to EPUB or Digital Editions.
01:19We'll save it on the desktop.
01:21Now notice there is a check box up here to include document metadata and a
01:27field where you can add the name of the publisher. We're just going to leave it as is for now.
01:30Make sure that fonts are not included, that you want to view the ebook after
01:34exporting, and then in Contents turn on including InDesign TOC entries and with
01:39this document I've included a TOC style called EPUB and I don't want to see the
01:43actual name of the document in my navigational table contents, so I turned that on.
01:47Click Export and so the EPUB itself on the right looks fine, so do the
01:52chapter names, but check this out.
01:54Instead of the name of the ebook we have the name of the EPUB document, which is
01:59kind of dumb, and my author is unknown.
02:02So let's see how we fix that in InDesign.
02:04Switch back. All you need to do is open up the main document. So if it's a single
02:08document that you exporting to EPUB that's a document obviously, but if you're
02:11working with a book, which we often are within InDesign CS4, open up the Content
02:16Source Document or the Master Document in your Book panel and then go to the
02:21File menu and choose File Info right down here.
02:25Not a lot of people realize that you can add metadata to InDesign document and
02:29this is where it appears.
02:30So we'll add the document title which will be "A Brief History of San
02:36Francisco: Sample." By, we'll just call it me,
02:44that wrote I it. We'll pretend. Sorry, Nigel!
02:46And then the Author Title will be? what is my title?
02:49Oh I know. That's right. It is Grand Poobah.
02:51And then Description, you could put a pithy description here if you want.
02:54Not all of these will come through by the way in the final EPUB file, but
02:59definitely Title, Author and Keywords will, so Keywords you'd put subjects or
03:05other words that people might use in a search engine to find this EPUB.
03:08So obviously California and then separate them with commas or semicolon just
03:12like the instructions say. San Francisco, history, that's fine. You can include
03:19the copyright status.
03:21So this is Copyrighted or Public Domain . All this content is Public Domain or
03:25if it is a Copyrighted choose that, but here's a tip. Don't include this funky
03:29little character here.
03:30The copyright symbol. I have heard because this content is actually sent into
03:34your XML files in the EPUB document and this is kind of weird little glyph
03:38that can cause problems.
03:39So don't add a copyright symbol. Just say something like All Rights Reserved.
03:45Click OK and now let's export this again. We'll overwrite our existing one.
03:50And so that's what the Include Document Metadata checkbox is for. It matches this
03:54field, but also all that stuff in the File Info dialog box. Say Acme Publishing.
04:00Everything else is the same. Good.
04:02Let's see what this looks like and there you go. At least we see the Title and
04:06the Author in this ereader. In other ereaders, we might see more information
04:10that we had filled in and then as you'll see when we start actually going into
04:13the EPUB itself and looking at those individual files, all of our keywords and
04:18our copyright notice also got included in the metadata.
04:21So that's how simple it is. Don't forget, before you export EPUB go up to the File
04:25menu, go down to File Info, and fill out that information.
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5. Exporting to EPUB
Choosing general EPUB export options
00:01During all the videos so far I've been really zipping through that Export to
00:05Digital Editions dialog box.
00:07Now I want to devote a chapter to each one of those panels, because it behooves
00:11us to know exactly what options we've turning on and what we're turning off and also I
00:15wanted to mention that I have assigned a keyboard shortcut to the command under
00:18File > Export for Digital Editions. I assigned Command+E, which is actually supposed
00:23to be the one for Export and it would be a Ctrl+E on the PC.
00:26Only because whenever I'm working with EPUBs I'm constantly using this,
00:30so if you wanted to assign a keyboard shortcut yourself to it I'll just give
00:34you little tip here.
00:35Under Keyboard Shortcuts, it's under the File menu and just look for Export for
00:39Digital Editions and assign it right there. Of course you have to assign it to
00:43your own set, not to the default set, so make your own set first.
00:46All right, so I'm going to press that keyboard shortcut to bring this up/
00:50We're not going to actually going to export this. I'll say OK. Save doesn't
00:54really save until we click Export.
00:56Now I'm going to Cancel out a here, which is another little tip. If you just
00:59want to check something in the dialog box but don't want to actually make an
01:02EPUB, you can go ahead and tell InDesign you're going to make an EPUB and then
01:05Cancel out here and no file will be created.
01:07So here in the General panel we just have a few easy choices. First you want
01:11to Include Document Metadata. That is actually pulling from two different areas.
01:15One is under the File menu in File Info, which I talked about in the last
01:19chapter. You can enter things like a document title, the author name,
01:23copyright status, that kind of thing.
01:24If you want to include that metadata in the EPUB, it is included in one of the
01:28files in the EPUB, then you would turn that on and normally you would always want
01:31to turn on document metadata and of course you can Add Publisher Entry as well.
01:35So I'm add Acme Publishing. And there is one bit of metadata that InDesign does
01:41not ask for and that there's really nowhere to put it in, that will always make
01:45your EPUB fail a validation check and that is publication year.
01:49So that something that we're hoping that at some point InDesign is going to add,
01:53but in the meantime you've to add that by hand inside the EPUB file and I'll be
01:57talking about that in the upcoming chapter.
01:59Then the Base for CSS Styles section is actually asking how you want to handle
02:05the formatting of the text.
02:07It only deals with paragraph, character, and table styles and it is asking
02:11what do you want to include in the CSS document that always gets created and
02:16saved inside the EPUB?
02:17The CSS document to review stands for cascading style sheets.
02:22It is the document that has all of the individual attributes for every style
02:27that you have applied to the text.
02:29So do you want to include the names of the styles and their current definitions,
02:32whatever it is that InDesign knows how to convert the CSS? That's usually the
02:37default choice that you want. Or you can say ignore the defined styles and
02:42instead make up a new style every time the formatting changes. Or do you want it
02:46to use a local formatting, meaning it's going to actually make up styles for all
02:51of the different formatting we've applied to the text?
02:54It's still going to have a listing in the cascading style sheet document, but
02:58they're not going to be the same style names and it's going to be very difficult
03:01to edit. You really don't want to choose that option. Or do you want to have
03:05something like a skeleton of the CSS document? And that would be the CSS document
03:10with all the names of your styles but no attributes for the styles, so that you
03:14can actually do them by hand and sometimes that's faster than having to get rid
03:19of all the extra stuff that InDesign adds and we'll be talking about editing the
03:22CSS document in a future video.
03:24Normally you want to Defined Styles. Then it wants to know what about those
03:28automatic bullet lists and numbered lists, what would you like me to do with those?
03:32Leaving them at the default is usually what you want. There is a concept in web
03:36design and CSS called an unordered list and an ordered list. It's a well-known
03:41element in HTML and XHTML, like a paragraph is or a heading is.
03:46So an unordered list is a list of bullets and an ordered list is a list of
03:51numbers and it's just going to convert it to that code.
03:53Now that's not going to retain any of those good formatting, like it is not
03:57going to have your special glyph for the bullet or anything like that, but at
04:00least this will be easy to add it in the resulting file or you can choose to
04:04have it Convert to Text and then that way its going to match your existing style
04:08for your bulleted list or numbered list. It's going to have the same in indents
04:11and hanging indents and so on.
04:13But it will be very difficult to edit and you will have to keep repeating it
04:17over and over again instead of just calling this whole section an ordered list
04:20or an unordered list and being able to just define one look for it in your CSS.
04:25It's just a lot more difficult to deal with, but if you really need it to match
04:28exactly what the print or the PDF version looks like, it might be what you want
04:32to choose. But normally we just leave these during at their defaults to map to
04:36the XHTML equivalent.
04:37Now InDesign can include any fonts that are embeddable, meaning that the font
04:42manufacture said they can be embedded such as in a PDF. But I have to tell you
04:47can they be embedded in EPUB? A lot of the licenses for fonts really didn't
04:51consider that, because it is so easy to extract the font from an EPUB.
04:56Now there are many ereaders that will support your embeddable fonts, that if you
05:00have the fonts installed then it will try to look for it, but the vast majority
05:04of them, especially devices like the Kindle or the Sony Reader or the Apple iPad
05:09they come with their own fonts and they don't really support any additional fonts,
05:12or if they do I know sometimes it's just very difficult to get
05:16them to appear correctly.
05:18I would say that unless you find that with experimenting and tweaking, just leave it turned off.
05:23Normally you always want to view the ebook after exporting. Faster to do a quick
05:27check to make sure it came out okay.
05:29So just a few choices to make but important choices in the General section of
05:33the Digital Editions Export Options.
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Choosing EPUB export options for images
00:00And on to the second panel in our tour of the Digital Editions Export
00:05Options dialog box: Images.
00:08The choices that you make in this dialog box are critical for the quality of
00:13your images in the final EPUB and I do devote a least a couple of videos in this
00:17title to working with images and optimizing your images for the EPUB.
00:22In this dialog box I would say that the most essential thing is to choose
00:26Optimized under Copy Images. In fact in CS5 they remove the option to choose
00:32Original. That's how important it is.
00:34So if you choose Optimized, that means that it's going to downsample your images
00:38to 72 PPI, which is what the ereaders and the ereader devices really need,
00:45because they don't have as much RAM as a regular computer and in fact your EPUB
00:48might get rejected if it's too large, when you try to submit it to our reseller.
00:53If you though took a lot of time in getting your images down to 72 PPI already
00:58and making them perfect, then you might get away with choosing Original, but
01:02notice then you don't even get the option to choose Formatted, and the Formatted
01:06option is really useful because that's the option that matches your scaling,
01:10that matches your cropping, that matches rotation, all that kind of good stuff.
01:13So even if you want to take the time to reduce your images on your own to 72 PPI,
01:19which might be worth it as you saw on a previous video,
01:22still choose Optimized, because it will just pass it along at 72 PPI if needs to,
01:27but it'll maintain your formatting.
01:29Now assuming that all your images are something like TIFFs or PSDs or AIs or
01:34something like that, InDesign is also going to convert them to either GIFs or JPEGs.
01:39The EPUB format also supports PNG files, but InDesign doesn't.
01:45Not yet at least. And as I showed in a previous video, seriously the choice
01:50here should just be JPEG. I'm going to convert everything to JPEG, because
01:53that's what it does.
01:53We even leave at Automatic if you like, and if you happen to have a folder full
01:58of GIFs and then it's going to actually export a GIF, you can choose one of these palettes.
02:02Because a GIF image has a restricted number of colors that can
02:05contain just leave it at Adaptive. It really makes no difference.
02:09What is important is down here under JPEG. Primarily what is the Image Quality.
02:14So the less the image quality the more compression it can do to the images as
02:19opposed to if you have really heavy and large photos and you're trying to keep file size down,
02:23you might want to go with Low or Medium.
02:26I normally would always choose High or Maximum, because I really like to get a
02:29lot out of my images.
02:31Under the Format Method just leave it at Baseline. Progressive is really
02:34more for web browsers.
02:36So just a few choices, but very important choices. Again make sure that you
02:40leave it at Optimized and Formatted and 90% of times this which you're going
02:45to want to do and pay attention to the JPEG image quality. That's about it for this panel.
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Choosing EPUB export options for content
00:00And finally the third panel, Contents of the Digital Editions Export Options,
00:05wants to know what do we want to do with the contents of the ebook. You know,
00:08that trivial thing. Just a couple choices to make here.
00:11First of all which format for EPUB content, and honestly I have only ever created
00:17XHTML EPUBs, meaning that when you exported to EPUB the chapters will be divided
00:22into multiple XHTML files.
00:25Which is far as I know is the default for 99% of the ebooks out there.
00:29Now DTBook is actually a special kind of format for EPUB that is mainly used by
00:35people who have visual issues and it reads the EPUB aloud.
00:39So if you're working with those kinds of audiences, then you probably know a lot
00:43more about DTBook than I do, but for all of the EPUBs that you see on the Barnes
00:47& Noble store, the iPad, the Kindle and so on, they are all in XHTML EPUBs
00:52formats, okay. So just leave it at that.
00:54A little bit more important is here under table of contents and this refers to
00:58the navigational table of contents that gets created on the left-hand side of the
01:03EPUB, the one that is part and parcel of every ereader or ereader device.
01:09Normally you want to create a TOC style for your book that pulls the actual
01:15paragraph text that you want to use in the navigational table of contents.
01:19Otherwise it's going to use the name of your documents as the links on the left
01:22and there's ways get around that. You can always edit those later and
01:26I'll show you how to edit them in the guts of the EPUB file, but why not fix it right here?
01:30So you create a style, like I've created one called EPUB that pulls the subhead
01:36names and because these are the ones that I want to be the links in left-hand side.
01:40And when you choose that normally, you also want to Suppress Automatic Entries
01:44for documents. This means document file names. You don't want to see the
01:48document file names automatically appear there as well as your TOC entries, so
01:52turn that on and that's it for the Content section of the Export Options dialog box.
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6. Previewing and Validating EPUB Files
Previewing EPUB files on your computer and devices
00:00So far we've only been using Adobe Digital Editions to preview our EPUBs, but
00:05that's not the only EPUB reader out there.
00:08In fact I would venture to guess that there are people that hardly ever use
00:12ADE to look in EPUBs.
00:13What I want to show you in this video are the different choices that you might have.
00:17Now this field is exploding, all right. So there are always new ereaders
00:21coming out on deck.
00:22But in preparation for the title I asked a lot of people who are in the
00:26business what they prefer to use to preview the EPUBs that they're working on
00:31for distribution.
00:32So let me go through a few.
00:33Now Adobe Digital Editions is great for quick checks, but also a lot of people
00:38like to use this program call Calibre.
00:40And Calibre is an open source program also available for Macintosh, Windows,
00:46and Linux computers.
00:47And when you install Calibre you can have it set to automatically be your
00:52library, your organizer of all of your EPUBs.
00:56Not just on your computer but also on a lot of connected devices like iPads
01:00or Android phones.
01:01Now Calibre is also used for converting EPUBs, and PDFs, and MOBI files from
01:08one format to another.
01:10And in the videos where we talk about converting, especially like converting to
01:13Kindle, we'll be talking about using Calibre and seeing how that works in
01:17converting an EPUB to Kindle format.
01:19But Calibre is also just a wonderful EPUB reader.
01:22I've already added by clicking Add books the Brief History of San Francisco,
01:27book that we've been working with before.
01:29And if you double-click it, it opens up into Calibre's E-book Viewer.
01:34And you can hide this other view behind it if you would like.
01:36But here you can just click the Right Arrow and Left Arrow to move
01:40from page-to-page.
01:41There are also keyboard shortcuts for all these, and here are the contents and
01:46the pages just appear.
01:47So this is a really good way to check to see what your EPUB looks like outside
01:51of Adobe Digital Editions.
01:52And there are a couple that I'd like to use that are available online.
01:56For example, Ibis Reader is developed by a Threepress Consulting,
02:00the same company who worked on creating the EPUB Validation Checker, and
02:06they're very well-known in the field as EPUB gurus.
02:09They have their own online EPUB library where you can keep your books all in one
02:14place and they're stored in a cloud.
02:16But you can also download the books to your computer.
02:19So it's not a completely online way to manage your e-books.
02:24Now here I've added A Brief History of San Francisco, and if you click it, it
02:27opens up in the Ibis Reader.
02:29And here is our navigational table of contents on the left.
02:33You can click No distractions and it hides a lot of the chrome from around the
02:38browser for you, and click the NEXT and PREVIOUS to go from page-to-page.
02:41I'll go back to the site.
02:44And then also Firefox itself has a plug-in that came out in late 2010
02:50called EPUB Reader.
02:51And I've installed it in Firefox and what happens is that if you click on a
02:55link to an EPUB in Firefox, it automatically opens in Firefox.
02:59Or if you want to preview what an EPUB looks like that's on your computer in
03:03Firefox, you just go to File and then choose Open File.
03:07And then navigate to where your EPUB is.
03:10Select it and choose Open and it opens directly within Firefox.
03:13So anywhere that Firefox runs, including Firefox Mobile, you can install this plug-in.
03:19I don't know if there's any uber- geeks out there but it also runs in the
03:22SeaMonkey suite, which is a new open source Internet suite developed by the same
03:27people who worked on Firefox.
03:29So it's called EPUB Reader.
03:30It's a free extension.
03:32And again here's the navigational table of contents, and you can save books to
03:36your desktop and move from page-to-page.
03:37It's got little tips that pop up when you want it to.
03:41It's pretty cool.
03:42And then on a mobile device, other than like using the Nook Reader, or the Kindle
03:47Reader, or something like that, or even the iBooks Reader, the generic EPUB
03:50Reader that most people that I know use on any kind of iPad or iPhone or
03:54Android device is called Stanza.
03:57You may have heard of it.
03:58They've been around for long time.
04:00And it's an EPUB reader and also an EPUB library organizer along the lines of
04:05Ibis Reader and Calibre.
04:07Unfortunately Stanza Desktop has been discontinued.
04:10So you can only really use Stanza on an iPad or iPhone or other mobile device.
04:15And after you've downloaded it, you download it and install it through iTunes,
04:19here's how you can get your EPUBs on there.
04:20Now you can always through Stanza app,
04:23it has access to the Feedbooks library and some other library so you can
04:27actually download a lot of free EPUBs directly into Stanza, or if you have EPUBs
04:32on your computer like in this video what we're talking about developing your own
04:35EPUBs, you want to see what it's going to look like in Stanza, then you would
04:38add it to Stanza by hooking up your device.
04:41right now I have my iPad hooked up.
04:43And then you select the name of your device, click Apps at the top, and when you
04:47scroll down you'll have a list of apps that let you share files.
04:52So I've selected Stanza at the bottom, and then you click Add, and then it just adds
04:56your EPUB, which I've already done.
04:59So once this has been added, when you click Sync then the EPUB is added to
05:03your device.
05:04Now let's take a look at this EPUB as seen on Stanza on my iPad.
05:09After I double-click it, here is one of the pages and it's kind of interesting
05:12to note the differences.
05:13You see how the paragraphs have lost their first line indent.
05:17So these are the kind of things that you would check when you create the same
05:20EPUB that's seen in different ereaders, so you have an idea of what your
05:24readers are going to see.
05:25It's kind of like testing a website on different browsers.
05:29And it's nice that the table of contents still appears and the links still work.
05:33Then I click one of the links and jump to Early History.
05:36And Stanza, just like other ereaders, has its own navigational table of contents.
05:41So if I just tap on this button down here, the table of contents appears.
05:45So don't think when you are working with EPUBs that you are limited to working
05:49with the Adobe Digital Editions. There are a lot of choices out there and you
05:53should be running your EPUBs through a few of them at least.
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Previewing for the iBooks app
00:00So it's all well and good that there are a number of the ereaders available that
00:03can open up an EPUB like Adobe Digital Editions that we're looking at right now,
00:07or Stanza, or Ibis Reader.
00:10But if you're creating EPUBs for the Apple iBookstore, which has its own
00:15ereader app called iBooks, it is crazy that Apple has not yet come out with a
00:20desktop version of that.
00:22There is a desktop version of the Nook Reader, there is a desktop version of the
00:25Kindle Reader, but there's none for iBooks.
00:28So if you really want to see what your EPUB will look like in iBooks before
00:32you upload it to the store the only way to do that is to actually open it up in iBooks.
00:36You need to transfer it to an iPad or an iPhone. Well an iPad preferably
00:40because it's larger.
00:42So how do you get your EPUB on to an iPad so you can look at it in iBooks? Let me show you.
00:49You need to first hook up your iPad to the computer, and of course it has to
00:52have iBooks installed.
00:54I am going to quit out of Digital Editions. And then you start up iTunes.
00:59And it has to be iTunes version 9.1 or later.
01:02That's the one that comes with iBooks.
01:03Now you have up here your Library and we also have the iPad down here.
01:08Now let me go back up to my Library and go to Books.
01:12On my computer, in my Library I have two books.
01:15I want to add the EPUB that I just created and we'll use that good old Brief
01:20History of San Francisco EPUB.
01:21So how do you add the EPUB to iTunes?
01:25If you can see where it is on your desktop, you can just drag-and-drop it
01:28actually right here onto the Library.
01:29And it'll automatically go into Books.
01:32Or you can just go to File and choose Add to Library and navigate to
01:38where that file is.
01:39There it is, SFHistory.epub, and it'll go ahead and add it.
01:43So there is A Brief History of San Francisco.
01:44Now I didn't actually create a separate cover. We'll be talking about this more
01:48when I talk about creating your books specifically for the iPad, but otherwise
01:52we would see it's a little bit of graphic here.
01:54Okay, so now you have your iPad hooked up and you select the iPad and go over
01:59to Books, and what you want to do is you want to sync the Books.
02:03So this is showing you the books that are in your iTunes Library.
02:07And you want to sync the selected books.
02:09They're all selected.
02:10So I'll click Sync.
02:12And it is copying. I don't know if you saw that.
02:14It appeared they are very briefly at the top.
02:16It copied the ebook to your iBooks Library on your iPad.
02:20While the iPad is still hooked up to your computer, now you can start up the
02:23iBooks application, you'll find it in your Library shelves there, and you can
02:27tap it and open it and see what it looks like.
02:29So you just tap on the Brief History of San Francisco and it opens up to the cover.
02:35And you can just page through it a couple times, to the right and to the left, and
02:39check out to see if, you know, the contents is working and did the subheads come
02:43out the right color.
02:44Now likely you're going to find some issues, like I can see for example, there's
02:48not enough white space between the subheads and the text below it.
02:53So how do you then edit this to fix it?
02:57You know well technically what you're supposed to do is go back to your Library,
03:02to the Books section of your Library, right-click and choose Delete.
03:07Delete that book, and then sync that to your iPad again so that it deletes it off the iPad.
03:13You can't simply delete it off the iPad by itself.
03:15You'd always have to sync with your computer.
03:17And then you would create a new version of the EPUB, and then repeat what I just did.
03:23Add it to your library and sync it back.
03:25Or, you could create a second version of this book and add that to the Library
03:31as well, and you might end up with 50 different versions.
03:34A little shortcut that might make it easier while you are fiddling along with
03:37all of the CSS and the XHTML files, trying to get it look exactly right on your
03:41iPad, is to bypass all that rigamarole.
03:44First get it onto your iPad just like I showed you with adding it to your
03:48iTunes Library and syncing, and then get this really neat little application called Phone Disk.
03:55It's available for both Mac and Windows.
03:56It's not too expensive, and what it does is it adds this little icon up here in
04:00your title bar or on the PC down here in the bottom, and when you connect an
04:05iPad or an iPhone, or an iPod touch, it mounts it like a hard drive.
04:09Now there are other ereader and tablet devices that do this automatically, but
04:13none of Apple stuff does.
04:15This gives you access to the innards of these devices directly from the Finder
04:19or Windows Explorer.
04:20Now what's interesting here is take a look.
04:23Here is Books, and there are the EPUBs that this iPad currently has.
04:27They are a little obscured, because apparently they automatically become
04:32decompressed once they are synced to the iPad.
04:34So you can select each of these folders and also the names get a little bit obscured.
04:39So here's the one that we just added and I know because I recognize the OEBPS folder.
04:45The other EPUBs are using some other kind of strangely named file.
04:49But if you're wondering which of these weirdly named folders was the EPUB that I
04:53just added, you can right- click on the Books.plist.
04:57And just open that up in anything that'll let you take a peek at it, and you
05:00can see that the title appears at the top and at the bottom is what it appears
05:05inside your Finder or Explorer window.
05:08So if I am looking for Brief History of San Francisco, here it is at the bottom. It's the IBFY one.
05:13So close that. Don't save any changes.
05:15So what you can do now is select this and then go ahead and open up the CSS file.
05:20Edit it, save your changes.
05:23It's going to save it directly onto the iPad.
05:25And then on your iPad you would just close the book and then open it up again
05:29and you'll see the updated changes.
05:31So it's a little faster if you want to make a series of successive small changes.
05:35Now you're probably wondering, okay, well then how do I get that back on to my
05:38computer so I can upload it to the iBookstore?
05:40Well then what you do is you sync the book back to your iTunes Library on
05:44your computer, and then you can right- click on your computer and copy it to
05:48the Finder or Explorer and then you have an intact EPUB you can do something else with.
05:53So you do have to jump through some hoops in order to see what your EPUB is
05:56going to look like on the iPad.
05:58But I am really hoping that one day soon Apple is going to come out with an
06:02iBooks ereader that we can just install on our computer and proof our EPUBs that way.
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Validating EPUB files
00:00EPUB resellers like the Apple iBookstore, the Barnes & Noble Nook store or
00:07aggregators like Google.com, you know, even Kindle's own servers that will take
00:11an EPUB and convert it to Kindle format for you,
00:13they all require that the EPUB that you submit be validated.
00:18Now this may seem like jumping the gun, because we still have a lot to cover as
00:22far as editing EPUB is concerned.
00:24But I think it's a good idea to validate your EPUBs as soon as it basically
00:28looks okay, right after you export it out of InDesign. Because that way after
00:32you go in and you start messing around with the EPUB code, as we'll be covering
00:37in upcoming videos,
00:38if the EPUB does not validate then you know it's not something InDesign did,
00:42it's something you did, and it will help you narrow-down the problem.
00:45But before we actually get into how to validate an EPUB, let's talk about
00:49what validation is.
00:50Validation checks that your EPUB conforms to the standards defined by this
00:56organization that you see on screen, the International Digital Publishing Forum.
01:01This is a group of people, sort of like the World Wide Web Consortium, who
01:05decide on how EPUB should be constructed.
01:08And what is acceptable and what's not acceptable.
01:11That makes it much easier for people who develop EPUB readers or EPUB devices
01:17to know what to expect, to know what their machinery or their code should be
01:21able to handle when it comes to opening up your EPUB book.
01:24So if you go to IDPF.org and you click on Specifications, you can see the actual
01:30specifications for all the parts of an EPUB. Like if I just happen to click on
01:34this link, this talks about what should be in the OPF package and we're
01:39actually going to know what this is talking about in a few videos, but this
01:43right here it has to do with the metadata.
01:44So like for example, it's saying that the metadata that you add inside of an EPUB
01:49in the subject line, you can have multiple instances of the subject elements are supported.
01:53So you can put in multiple subjects for your document's metadata.
01:57When you validate an EPUB then, there is an engine that checks to make sure that
02:02everything inside the EPUB conforms to the IDPF standards for EPUB 2.0.
02:08That's where we are at right now.
02:09EPUB 2.0, they are working on the next spec, EPUB 3.0, but that shouldn't be
02:13out for a few months.
02:14And who actually came up with that engine to check your EPUBs?
02:17It's actually an open source code that's hosted at the Google.
02:22It's on of the Google checks.
02:23It's something you could download to your computer and run in your command line.
02:26On a PC that would be running in the Eun service or on a Macintosh,
02:30that would be running in Terminal, but you don't really need to do that.
02:34Instead, there's a couple of easier ways to access the Google code for the EPUB check.
02:40One of them is by our friends at Threepress Consulting.
02:43I mentioned Threepress before when I talked about the online EPUB reader
02:47called the Ibis Reader.
02:49Threepress Consulting is one of the luminaries in the field of EPUBs and they
02:53have developed a front-end to that Google EPUB check code that's hosted at their website.
02:59So what you can do is after EPUB is done, go to this website, threepress.org,
03:04click Tools, and then on the left there is the EPUB validator. So you click the
03:09Browse button and look for your EPUB.
03:10As I click Browse and I'm going to go to my desktop to the exercise files, where
03:16I have created two EPUBs.
03:19One then I know for sure is not going to validate, called History sample-no
03:23date.EPUB, and we'll click Open.
03:26And then you click Validate. Just click the button and it's checking it against
03:30the code and then if there are errors, you get this very sad looking red X.
03:34That is something you don't want to see normally.
03:37And then it will give you a list of the problems, the reason that it did
03:40not pass validation.
03:42The very first one what we're looking at is saying that in the file called
03:46content .OPF, the date value " is not valid.
03:51The date must be in the form Year, Year-Month or Year-Month-Date, and then it
03:57has a URL for more information.
03:59So what's that about?
04:01This is the one bit of metadata that InDesign CS5 and CS4 do not insert into
04:07the EPUB, and it will always make it fail validation.
04:10Now there is a script that you can install in InDesign that will prompt you for
04:14the publication year.
04:16That's what it is asking here for is the metadata, asking for publication year,
04:20and we'll be talking about that in the video where I talk about metadata.
04:23But let's go ahead and fix this EPUB right now.
04:26It's actually a very easy fix and I'm going to do it here in Sigil.
04:30I'll be talking about Sigil in another video when I talk about EPUB editing tools.
04:35But what I like about Sigil is that you can open up an EPUB without having to
04:38expand it first, and we're going to go right here, and it's also very easy with
04:43Sigil to access an EPUB's metadata.
04:46So we're going to Tools > Meta Editor. We're going to click More, Add Basic.
04:55We want Date of publication, and then I just added that date of publication.
04:59You know, while we're here we'll go ahead and enter a title and an author too,
05:03because that's two other pieces of metadata.
05:05Not required by EPUB check.
05:06But I'll just say San Francisco History by Anonymous, all right, and then we'll
05:14close that document and save our changes.
05:17And now we'll go ahead and upload the corrected EPUB.
05:22So I go back to Tools, Browse, and we actually saved changes to that very first
05:28one without the date, right, so let's see if it worked.
05:30Click Open and Validate.
05:33It passed. I had that other one there just in case something went wrong.
05:36But that is a very simple explanation of how you validate in EPUB and then how
05:40you correct it and re-validate it.
05:42Now there is one other way.
05:44You don't have to go to Threepress Consulting.
05:45There is an application called EPUB Checker.
05:48You can download EPUB Checker.
05:50It's a free app that runs on Mac, PCs, and Linux computers, or you can also
05:55just quickly grab any EPUB that you've created and have it check the EPUB for any problems.
06:03It checks it against the same Google code as the Threepress web site.
06:07So there you have it. Two easy ways to validate your EPUBs and to find out what
06:11the problem is if they are invalid.
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7. Editing EPUB Files for Functionality
Getting inside an EPUB file
00:01Successfully exporting an EPUB out of InDesign and then having it validate is
00:06I'm very sorry to tell you only the very beginning of the process, because
00:11essentially an EPUB is like a miniature website.
00:14It's a series of XHTML files and the formatting is from a CSS file.
00:20If you have ever tried to create a website out of InDesign you know how great it
00:24does at that. In other words it's not very good.
00:26So after you export to EPUB you are very likely going to want to get into those
00:31files inside the EPUB and edit those in XHTML and CSS files, add some links,
00:36just things like that.
00:37Now, how can you get at the innards of an EPUB file?
00:41That's what I'm going to talk about in this video. But first even before we talk
00:44about how to get at the innards, what are the innards?
00:46Take a look at your Exercise Files.
00:48I have them here opened on the screen.
00:50Here is the SFHistory EPUB file that we've been working with often on
00:54throughout this video.
00:55It should look very familiar to you, and then above that is a folder called SFHistory.
01:01If we twirl that open, you can see that SFHistory,
01:05this is the contents of the EPUB file.
01:07It has a couple of folders.
01:08It has some weirdo files and then inside this folder, OEBPS, it has the guts,
01:14really the entire book.
01:15The XHTML files, it's got the CSS file, and so on.
01:19So how did I get this folder out of this?
01:22Well, actually it's kind of neat. An EPUB file is like a lot of modern
01:26files actually a package.
01:28It's like a ZIP file that contains everything that you saw there in that folder,
01:32except that it's been compressed and has the extension .EPUB.
01:36Now if I were on a PC to get at the contents of this EPUB file would be as simple as this.
01:42Watch!
01:43I'm going to first of all duplicate this file, so I don't mess it up.
01:46We'll call this SFHistoryTest.
01:50I'm going to select this test and change the extension from EPUB to ZIP. Are you sure?
01:58Yes, use .ZIP, and now it's like a zipped folder.
02:01So on a PC all I would need to do would be to right-click and choose Extract
02:05All, and it would extract everything to a folder called SFHistory.
02:10I could get in here, I could edit these files with whatever tools I want, and
02:13then when I'm done, I could right-click on here, compress it, save it as a ZIP,
02:18and then again go the other way and change the ZIP extension to EPUB and it
02:22would be perfectly valid.
02:23I could upload it and validate it, no problem.
02:25Unfortunately, it's not so easy on a Macintosh.
02:28In fact, it's impossible.
02:30You can change the extension to ZIP and you can decompress the ZIP folder on your Macintosh.
02:37When you recompress it and change it back to EPUB, it won't validate.
02:40The reason is because for some reason the IDPF consortium, the people who
02:46govern the EPUB file format, say that when you zip up or compress folder into an
02:52EPUB file, this folder and its contents can be compressed, this folder and its
02:57contents can be compressed, but not the mimetype file.
03:00Apparently, the PC is smart enough to not compress this file, but on a Macintosh
03:05it adds all sorts of Macintosh something like ds_store files or resource forks,
03:10whatever the heck those things are.
03:12And what happens is that even though you can end up with an SFHistory.epub,
03:16it won't validate and the error that's reported to you will be that this file is
03:20compressed and it shouldn't be.
03:21By the way if you want to try to unzip this, if you don't see like an Extract or
03:25Unarchive, in the very latest versions of OS X that Archive Utility won't work,
03:30but you could use something like say StuffIt Expander and then that will go
03:34ahead and expand it.
03:36So here is that folder and then you can get inside it.
03:39We are not even going to use it, because as I said if we recompress it and then
03:43change the extension back to EPUB, it won't validate.
03:45Now if you've read any other kind of EPUB documentation or seen any other
03:49EPUB videos, you may have heard on a Macintosh that what you're supposed to do with an EPUB--
03:54Actually let me get rid of this before I go on, because I'm going to get confused.
03:57What you're supposed to do is take this EPUB file and you're supposed to
04:00decompress it through Terminal, which is the OS X program that is also the
04:06command line interface. It lets you type- in UNIX commands and it definitely can be
04:10done that way and I have nothing against Terminal.
04:12However, I discovered that there are a couple of scripts around, free
04:15AppleScripts that will do the same.
04:18So I have a couple here in your exercise file for you.
04:21I should move these other ones out of there.
04:23Let's just do this.
04:24I'll rename this to old. Here we go.
04:26All you do is you take your EPUB and you drag-and-drop it on top of the one
04:31that says EPUB Unzip.
04:33So it unzipped it, and then we can come in here and we can edit this file.
04:38And then when we're done, let's actually rename this guy too.
04:43We're going to run into the same problem.
04:44We're going to take this guy and then drag it back onto EPUB Zip, and there is our EPUB Zip.
04:53So it is an essential skill to be able to completely extract the contents of an
04:57EPUB file, so you can get at it with various text editing programs and then be
05:01able to zip it back up.
05:03But there are many times when you just need to tweak one file or just a letter
05:06in another one, or fix a little link, and in that case what you also might want
05:10to check out, especially on the Mac side, is any number of free or low-cost
05:15utilities that will let you edit the contents of a compressed archive without
05:19having to decompress it first.
05:21For example, one that I like to use is called Springy. I have it running.
05:25It's here in my dock. It looks like a little a spring.
05:28If I drag an EPUB on top of it, it opens up as though I had decompressed it,
05:33but it really hasn't.
05:34So I can actually come in here and get at any one of these files, and then if I
05:39right-click, I can choose to extract it or I can just choose to edit it with
05:43some kind of program.
05:45Then when I'm done editing, I save it back in here and then when I close it,
05:49it's still an EPUB.
05:50So you can't really do any kind of multiple Find/Changes because it needs to
05:54extract these one at a time.
05:56Another caution is that you need to go to Preferences, because there's likely to
06:01be an option here having to do with Macintosh information.
06:05I know that some people have got problems with these kinds of programs.
06:08Springy, another one is called Better Zip, because when it re-archives, there is
06:13an option that might be turned on by default to preserve Macintosh information,
06:17like those invisible DS store files, if you've ever seen them on a PC.
06:22Here in Springy in the third panel under Archiving, a check box way down here
06:26at the bottom, Preserve Macintosh contents, you want to turn that off and
06:30then close it before you start working with this program or before you
06:34archive your first archive.
06:35So I'm going to go ahead and close this, and then we are left back with our EPUB.
06:42So that's how you get at the innards of an EPUB and now we need to look at what
06:46exactly are those files inside an EPUB.
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Identifying parts of an EPUB file
00:01Inside an EPUB file, when expanded you'll find a whole bunch of little separate files.
00:07These separate files comprise to tell the ereader about all of the
00:11contents, all of the images, all of the links, all of the metadata contained in this ebook.
00:17Now some of these files you'll never need to touch, but other ones you will
00:21really need to get in there and start doing some major editing too, depending on
00:26the state of your EPUB.
00:27And it's a good idea to get to know the names of these different files and what
00:31they refer to, like this mysterious toc.ncx.
00:35First of all, whenever you validate an EPUB, if there's a problem it's going to
00:39tell you the name of the file that is having the problem. Or like there might be
00:44a bad link inside toc.ncx, or content.opf, or something like that.
00:49And so you'll know all those little files that are sitting sort of inside the OEBPS folder.
00:55And number two is that if you go to any support forum for EPUB stuff where there
00:58are other people working with this kind of things, people will be tossing around
01:02these names with abandon.
01:03They'll assume that everyone knows what they're talking about and so you might
01:06as well get to know what they mean.
01:08All right so let's go through actually each one of these files and talk about
01:11what its significance is and if you would ever need to edit it.
01:14For a text editing program I am going to be using TextWrangler, which is a free
01:19text editing program from Bare Bones Software.
01:22They also make a commercial one called BBEdit, but TextWrangler is good enough.
01:26If you're on a PC, the program that I recommend is called Notepad++.
01:30We'll now be talking more about these in another video.
01:33But I just want to let you know that if you want to follow along you should
01:36use a text editor that colorcodes some of the tags that are used inside these files.
01:40Okay, so first let's look at the major divisions.
01:42We have expanded SFHistory here in this folder.
01:46We have two folders and we have this one weird file without an extension called a mimetype.
01:51These three things are all required in every EPUB and InDesign will
01:54automatically create them for you.
01:56The mimetype is a very simple file.
01:59Let me open this up in TextWrangler.
02:01All it contains is this one line of code and it tells the ereader this is
02:06an EPUB, all right.
02:07That's all, just leave it alone, and this is the file by the way that cannot be
02:10compressed when you re-zip this folder.
02:13Inside the META-INF folder you're going to find at least one file called
02:18container.xml, which is believe it or not an XML file and it's also quite short.
02:25It gives some information to the ereader confirming that this is an XML file and
02:29then it tells it the path to this very important file that I'll get to in a
02:33minute called content.opf.
02:35Now InDesign will automatically create that file for you and put it inside the
02:40folder called OEBPS.
02:43I am just saying this in case for some reason you go inside that OEBPS
02:47folder and you rename content or you move it inside another folder for some
02:51bizarre reason, you are going to have to remember to come to container.xml
02:55and change the path as well.
02:57So normally you never want to mess around with the name or the location of
03:01content.opf, and that's all.
03:03That's container.xml.
03:05By the way if you have any kind of digital rights management or you've encrypted
03:09any kind of fonts in your EPUB file, you'll probably also find a couple other
03:12folders or files inside META-INF that has information about those things.
03:17But it is this folder called OEBPS where really the meat of the entire EPUB is.
03:23I often call this the book folder.
03:25All of your content, your CSS, all of your images is going to be inside this folder.
03:30In case you're wondering what that stands for, it's Open eBook
03:34Publication Structure.
03:35It's going to be on the test at the end of the video, so make note of that.
03:38And inside the OEBPS folder you might find subfolders. Other programs will just
03:43put everything flat.
03:44But you're going to find all of the XHTML files.
03:48This is the content for every chapter or section of your EPUB.
03:52You're going to find the CSS file, at least one.
03:55You can have multiple ones that contain the coding for all of your XHTML files.
04:01Let's actually take a look at each one of these really quick.
04:03We're just going to open up one randomly.
04:06Here is an XHTML file.
04:07And I am going to turn on Soft Wrap Text so we can see it better.
04:11So you can see here's the actual content.
04:13So if you wanted to come in here and change something without actually having to
04:16change the InDesign file, you could change it here and then save your changes.
04:20And the style, CSS file, which we will be talking about in great detail in
04:26another chapter is the CSS file that governs the formatting for all of your
04:30paragraph and character styles that have been applied inside the XHTML files.
04:36If you have any images in your EPUB they are segregated into their own Images
04:40subfolder, these are all JPEGs, and then you have two critical files. One is
04:45called content.opf and toc.ncx.
04:48Let's look at this one first.
04:50TOC is the table of contents.
04:52This is the navigational table of contents,
04:55the automatic one that gets generated from InDesign that appears inside like
04:59Adobe Digital Editions on the left-hand side.
05:01So I am dragging that over to TextWrangler and inside the toc.ncx file we have
05:09a whole bunch of weird codes.
05:11The main point of this file starts with navMap. Do you see this here?
05:15We're going to actually be talking bout editing this file in a different video.
05:18But these are the links in that navigational table of contents on the left.
05:23So A Brief History of San Francisco points to where that XHTML file is.
05:28The one called Contents points to that XHTML file, and so on. That's that file.
05:34And then the content.opf file.
05:37Let's take a look at that one inside TextWrangler and switch to Soft Wrap Text.
05:42This stands for Open Packaging Format, and it's the second of two files.
05:48The first one being the toc.ncx file that describes to the ereader the
05:52content of this EPUB.
05:54Okay, so the content.opf file is an XML file.
05:58It contains three quite important and required sections, required by the EPUB
06:03standard, and one optional one.
06:06So the first section is the metadata section.
06:09So there is the title, the publisher, the date that it was published.
06:13We have a video talking about editing this metadata section.
06:16The second required section is the manifest.
06:19The manifest is a place that lists every single item in this EPUB folder.
06:24All right, so all the XHTML files, all the JPEGs, the CSS file, and I've seen
06:30when people validate EPUBs, that a frequent cause for the EPUB to fail
06:34validation is that there are files inside the EPUB folder that aren't listed in the manifest.
06:40So just like a manifest in the real world is supposed to list all the contents
06:43of a shipment, that's what the manifest is for.
06:45The manifest is automatically generated by InDesign.
06:48Normally it's not something that you need to worry about.
06:51The third required section is called the spine, which refers to the order of
06:56the files that appear when the ereader starts going through them.
06:58So when somebody has done reading this XHTML file and they click the icon for
07:03next page, then this XHTML file is supposed to open up, and again this is
07:07something that InDesign will create automatically.
07:10And then the last, this is an optional section and this is not something that
07:14InDesign creates on its own.
07:16I actually created this for you so you can see what it looks like.
07:19It's called the guide section, and this is something that Apple would like your
07:24EPUBs to have for the iBookstore.
07:26It basically identifies if something is copyright page, a title page, an
07:31acknowledgments page, and then the text pages are the actual content of the EPUB.
07:34We'll be talking about that too in another video.
07:37So now we've gone through every single one of these files and you know the
07:41contents of an EPUB file, and I believe your brain is probably about 50% larger
07:45than when we first started talking about this.
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Choosing an EPUB editor
00:01When you're working with the files in your EPUB there are really so many choices
00:04for which software program you want to use, that I want to go over a few of the
00:09I think more useful ones that I know a lot of professionals are using.
00:13And in general you want this program to be a text editor that will let you edit
00:19stuff and save changes, but also one that is accustomed to working with, say
00:24web pages, or some kind of code so that it will color the tags differently than
00:29the actual text, which makes life a lot easier when you're editing these files.
00:33You also want to make sure that it lets you do multiple Find/Changes because
00:36often you're going to want to deal with every XHTML file. You might want to change a tag.
00:41So instead of having to go one-by-one you want to be able to select all these
00:45files and do the same Find/ Change across all of them.
00:48And finally you want to make sure that this program will not
00:51introduce additional code.
00:52Internally that will cause an EPUB to be invalid when you try to validate it.
00:57So you want to do something that's very clean and simple but powerful.
01:01So with those requirements in mind, let me tell you about the kind that I like to
01:04use on the Mac side.
01:06Now by the way some of these programs are by platform but a really good text
01:10editing program on the PC that's not available on the Mac is called Notepad++,
01:16and it's similar I believe to TextWrangler on the Macintosh that I am going to
01:20show you in a second.
01:21It's a text editing program that does color coding of tags and that lets you do
01:24a lot of these kinds of Find/ Changes that I was talking about.
01:27Now let's talk about TextWrangler.
01:29This is a free program from the people who make BBEdit.
01:33In TextWrangler I can choose to open a file, let's just open one of these XHTML
01:39files, and you can see that it does the color coding and you can Soft Wrap Text
01:44so you can see it easier. You can open up multiple files and if you go to
01:48Find/Change which has its own Search menu.
01:50It's very powerful.
01:51You can see that you can do multiple file search.
01:54Well you know one other feature that I forgot to mention is that you want to
01:57find a text editing program that can do Grep.
02:00So like her it says here find with a Grep checkmark.
02:03That stands for General Regular Expression Parsing or it's often called Regex or
02:08Regular Expressions in a program.
02:10What that lets you do is pattern-based searching.
02:13Because there are a number of instances where you want to search for every
02:16instance of say a tag called h1 regardless of what it's followed by, and
02:21replace it with something else, and then with a little bit more information
02:24at the very end of it.
02:25So you want to keep some stuff intact and change other stuff.
02:28Those are kind of complicated Find/ Changes and that's usually done quite easily
02:32with something called Grep or Regular Expression.
02:34Not every program can do that, so TextWrangler and BBEdit, its big brother can. So can Notepad++.
02:40I was talking with somebody just last week who told me he likes to use
02:44Dreamweaver, which makes a lot of sense when you're editing contents of EPUB
02:48files because they're basically miniature web sites.
02:50Let me hide others. So with Dreamweaver if you already have it and you're
02:55familiar with it, why not?
02:56You can easily open up an XHTML file and not only can you edit the code and do
03:03searches, you know I mean Dreamweaver is meant for this stuff.
03:05But you can also easily see what it looks like in the Design View.
03:09I mean with a program like TextWrangler or Notepad++, you keep having to preview
03:14that in another program to see what it's going to look like as in the results.
03:18But Dreamweaver gives you a design view.
03:20And of course if you're editing CSS files, so Dreamweaver is really powerful with
03:24CSS files and you can see the immediate result of your changes to your cascading
03:29style sheets directly in your XHTML files.
03:31Now another one is, especially if you're very familiar with XML that you might
03:35want to use is any of the products from oXygen, and this is <oXygen/> XML Author
03:42is what I have open now.
03:43They also have <oXygen/> XML Editor.
03:46Now these products range in cost from about $200-$700.
03:51This is not as powerful as XML Editor.
03:54What's great about XML Author is that it's got a lot of the big brother features about it.
03:59But it also let's you easily work with EPUBs without having to expand or unzip them first.
04:06What I've done here in Author is I've turned off a lot of the sidebars and
04:09panels that I don't need.
04:11But I have opened one called the Archive Browser. And you get to the Archive
04:18Browser by going to the Window menu, choosing Show View, and choosing Archive Browser.
04:22As with InDesign, you can save the layouts. You can save this as your layout
04:27for working with EPUBs.
04:28What Archive Browser lets you do is you click the very first icon and it lets
04:32you open the actual EPUB and it expands it inside here.
04:35Well it actually shows you the content it hasn't quite expanded it yet, but if I
04:39twirl this open and I say let me take a look at this toc.ncx,
04:44it expands it right here.
04:45And I can go ahead and edit this as I want.
04:48And now when I am done I just save it.
04:50If you open up more than one file like this, it opens them up as tabs like in a browser. I like that.
04:56And it's very simple to work on this and it shows you every single item
05:00inside that EPUB file.
05:02Unfortunately you can't do multiple file Find/Changes in this way. You'd have to
05:06expand it first, but it would be cool if they added that feature.
05:10When you're done working on an EPUB archive then you click the second icon,
05:13which is Close archive.
05:15So they're kind of expensive.
05:17A program that I like is a free program called Sigil, not quite as powerful by
05:21any means as Author, but its claim to fame like Author is that it can open up
05:27the EPUB file without having to expand it first.
05:31So I can go to File > Open, select the EPUB file that we've been working with,
05:37and as with XML Author, I can see the files on the left.
05:41However, Sigil is a little different in that we're not seeing every single one
05:45of the files. Like notice you don't see the toc.ncx file here in the left.
05:49So you can't rely on this as showing you the entire thing expanded.
05:53The way that Sigil works is that it's trying to hide the really geeky stuff from
05:57you and give you a different way to work with it.
05:59So for example when you want to work on the navigational table of contents you
06:02don't have to edit the code of toc.ncx.
06:05You come up here to the Tools menu and you go to the TOC Editor.
06:08And here you can choose whether or not to include these chapter headings in
06:12the navigational TOC and you can even select some of this text and change the contents of it.
06:18And Sigil will in the background update the toc.ncx file for you.
06:23It's got a lot of other features.
06:24This isn't how to use Sigil program, but I wanted to point out to you that it's a
06:28very interesting and useful program that I'll be using quite a bit during the
06:31course of this video.
06:33It's available for Mac, Windows, and Linux computers.
06:35And the author does really great technical support on a forum called
06:39mobileread.com that I'll be talking about in the last video about resources
06:44you should know about.
06:45So my suggestion is to gather a few of these tools together, because sometimes
06:50one tool is better than the other depending on the particular kind of job.
06:53And having any of these tools available to you will make it much easier to work
06:56with EPUB files than just a plain old text editor.
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Modifying the navigational TOC
00:00The navigational TOC or table of contents is the automatic table of
00:05contents that ereaders pick up based on the contents of the toc.ncx file in your EPUB file.
00:12So here we are looking at the EPUB file called CAHistory-frombook, meaning I
00:16created this from an InDesign book, a compilation of five different InDesign
00:21documents, and because I didn't use the feature in CS5 that lets me use a TOC style,
00:27InDesign went ahead and created the nav TOC but it used the names of the
00:30documents as the TOC entries.
00:33Now here is an example of where you might want to actually edit the EPUB file
00:37instead of going back and re-exporting from InDesign doing all the TOC style stuff.
00:42So you want to be able to edit these labels here.
00:45Because you've watched the previous videos, you know that all this is governed
00:49by the file called toc.ncx, which is inside the expanded EPUB folder, which I
00:55have already done for you in the Exercise Files.
00:57If you look inside the OEBPS folder or the book folder, you'll see the toc.ncx.
01:03Now what I'd like to do though is if I just need to edit this one little file,
01:06I would like to try and edit it without having to expand the EPUB and then
01:09have to rezip it again.
01:11So I would turn to a program that would open up the Archive and let me edit the
01:15innards of the archive, and to me that would be either Sigil or oXygen Author.
01:20So if we go to Sigil and we choose open this one from the book,
01:27CAHistory-frombook-- and remember Sigil doesn't show you the actual toc.ncx file.
01:32It lets you edit the TOC from the Tools panel, TOC Editor.
01:36But this is an instance where Sigil is not going to help you, because Sigil only
01:40counts as a table of contents when the table of contents has been marked off with
01:44an h1 tag, which InDesign will automatically do if you use the TOC style.
01:50But because in these files, if you look at early_history here, at the code,
01:54these are styled with the class subhead, not h1.
01:57It's thinking that there are no TOC entries.
02:00Which is kind of weird. I think it is a failing of Sigil, but it's free
02:03program and you have to donate money to this guy to help develop it until what
02:07we need done with it, and maybe there's a way to do what I want it to do but I
02:10just don't know how.
02:11Anyway, what I am going to do is I am going to close this document in Sigil and
02:14we will jump over to Author and we will open it there.
02:18So I'm opening up the archive.
02:20It's the same EPUB file and here we do have access to the toc.ncx file and
02:26here's all of our text.
02:27So when I went over the contents, what's inside this toc.ncx file, in a different
02:32video. I mentioned that all of your Navigation links appear between these two
02:36tags called navMap.
02:38Here is the opening navMap and then the closing navMap tag is at the bottom.
02:43Every instance of a link inside the navigational table of contents is called a navPoint.
02:49So here is the opening of the navPoint. Each one has its own unique ID and
02:53playOrder and then each navPoint has two things. It has a label.
02:59This is the actual text that appears and then it has a content source,
03:03meaning where it links to.
03:05By default the label is the same as the content source except for the extension.
03:10So all we need to do is change the label.
03:12Let's go ahead and start up here with the first one.
03:14So we don't want the text label to be 01_early_history.
03:18We would like it to say just Early History.
03:20So we are just going to change it right here, Early History and then we will
03:24save the changes that we've made, Command+S or Ctrl+S. And now I will
03:29double-click on that file again to open it up and you can see that we have
03:33made the change, Early History, and we would go through and make the other
03:36changes as necessary.
03:38So that's how you can edit the navTOC in Author.
03:41There is a time though that Sigil will help you with navTOCs and that's if you
03:46have created one from the TOC Style feature.
03:50If we go to File > Open in Sigil and choose CAHistory-fromTOCstyle.epub and
03:56choose Open and then we go up to the Tools panel, you can see the TOC Editor.
04:01And here we see the actual Table Of Contents Editor and you can choose whether
04:05or not to include any of these, and then you can also edit the text.
04:09But a caution is that editing this text here, you just double-click it to edit it,
04:13will actually edit the text inside the file.
04:16Unlike editing the TOC directly,
04:19the actual XML file like we just did in Author, but if I said Early History Of
04:23the People and said OK and saved our change, and then we come back to it,
04:30you can see that it actually change that.
04:32Now according to the Sigil instructions, if you don't want to change the content
04:35of the XHTML file but you just want to change the header, what you would need to
04:39do would be to-- let's try another one. Go to Code View.
04:43I am going to actually go to Split View, so we can see both the Source and the Code,
04:48and inside, you see how it's marked out with an h1 that's what InDesign did.
04:52You would have to add a title tag and call it title=" and then what it is
04:58that you want to say.
04:58So I'll say SFO like the airport, and then save those changes by pressing
05:05Command+S and then when we look at the TOC Editor it says SFO.
05:11And then if you want to see the actual EPUB, then we will come over here and
05:16double-click this and there you see it says SFO.
05:19So depending on what it is that you need to do with the TOC, you can use either Sigil's
05:23= pretty friendly user interface or you might need to actually get your hands
05:26dirty editing the code in a program like oXygen or TextWrangler.
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Adding and editing metadata
00:00What are we looking at here?
00:02The Dublin Core Metadata Initiative.
00:05What we are looking at are the types of metadata that can be included in EPUB.
00:11Subject, Description, Publisher.
00:13This is the actual source for what this metadata is suppose to represent.
00:17Now do you remember back in InDesign when we exported to EPUB there is a
00:21checkbox in the first panel called General that said Include Metadata and then
00:27there was a field for Publisher.
00:29This is where you would enter that information and that is what's going to
00:33happen in the resulting EPUB files that there's going to be an entry called
00:37Publisher with what you entered there.
00:39But notice that there are many more fields available here that you can enter in
00:44an EPUB Metadata section then were available in InDesign, even if you went to be
00:50File Info panel which I showed in another video and added information there
00:54unlike keyword and copyright information.
00:57So where is this metadata listed?
01:00Let's open up Author program and we will go ahead and open up an archive.
01:05We have history text with metadata information and we'll open it up and it's
01:10inside the OEBPS folder.
01:12It's one of the important sections of the content.opf file, so double-click that.
01:17Now sometimes when you open up an XML file in Author or even TextEdit it'll open
01:23up in one long scrolling list because apparently there is only two lines in this
01:27file and one of them is very-very long.
01:30So depending on the kind of program that you have, you should try a software app
01:33or something like that, but what I love about the oXygen programs is that it's
01:37got this wonderful little icon here called Format and Indent if you click it
01:42just breaks it out and makes it much easier to work with and it doesn't add any
01:45extraneous comments or code to the files, so it's great.
01:49Here is the metadata section.
01:50It starts with metadata right at the top and ends with the closing metadata at
01:54the bottom and here are all the entries starting with DC.
01:58It means Dublin Core.
01:59The once we entered in InDesign came through just fine.
02:02When we set the title of the work in InDesign's File Info dialog box, History of
02:07San Francisco : Excerpt, I entered the author, that was Joe Schmoe, and then
02:11here are my keywords according to the Dublin Core.
02:13And according to IDPF specifications you can enter in multiple subjects,
02:17multiple keywords for this, but I can tell you though that in most cases when
02:22you are uploading EPUB to say the Apple iBookstore or Kobo or Sony bookstore,
02:27they have a form there that they want you to fill out with metadata and they
02:31want you to choose from a standardized list of subjects.
02:34So that it's easier for people who are organizing say like on the iBookstore
02:39where it says here is all of our history books, here is all of our
02:41science-fiction books, that everybody has used the same term.
02:44So you can go ahead and enter as many subjects as you like, but you're probably
02:48going to have to redo some of this down the road.
02:52Now one thing that InDesign does not let you enter unless you Tales Dejong's
02:56script that I mentioned earlier called Fixed Links and add that publication year
03:01is the publication year of the EPUB.
03:03That's this right here which is Date.
03:05Notice that it's empty.
03:06And if I submitted this for validation, it would kick it back and say that
03:10you are missing a date.
03:11So you can go ahead and add it yourself by editing the content.opf file.
03:16What I like about using a program like oXygen Author for this rather than say a
03:20free TextWrangler is that oXygen Author does automatic code completion, so like
03:25if I get rid of this closing tag and then just start typing you see how it
03:29automatically created an opening and a closing tag and I can just type in 2011.
03:34You also have the option of doing something like February 15, can do something.
03:38That's all optional but at least a four digit date is what they want.
03:42And now just that one little change will make it go ahead and validate.
03:45So I am going to close this and save changes at the prompt and then close the archive.
03:51Now if you don't have oXygen Author, which I know is kind of expensive, Sigil
03:56also lets you easily create and edit metadata.
03:59So I am moving over to Sigil and I will just go ahead and choose Open and
04:06select the same file.
04:07You're not able to access the content.opf file over here on the left.
04:12Remember Sigil tries to hide the uber geeky stuff from you.
04:15Instead you use something from the Tools panel called the Meta Editor.
04:20Any kind of metadata that you've already entered appears here and sometimes it
04:24will appear like this.
04:25Like oh, what happened to it?
04:26I'll just click More and then you can see everything that's in here.
04:30And if you want to add or remove stuff you just click here, add some more
04:35basic metadata properties, like an ISBN number, the source, type, the rights, and so on.
04:42Or you can also remove entries as well.
04:44So you can edit the metadata either in Sigil's Meta Editor or you can just go
04:49ahead and enter the content.opf file yourself.
04:52Just be carrel that you are opening and closing the tags correctly and that you
04:56only use the metadata tags that are allowed in the specification, that are
05:02allowed by the Dublin Core.
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Creating guide sections for iBooks
00:01Has this ever happened to you?
00:02You are reading an EPUB and here we are at the front of it.
00:06It says A Brief History of San Francisco in the NAVTOC here.
00:09It's says we are on page 1 of 14.
00:11Okay let's see what's in here. Click on Contents.
00:13But well wait a minute.
00:13It says Page 3 of 14.
00:16Sometimes I've opened up and EPUB and it says that I'm on chapter 1 and I look
00:20at it and says I am on page 8 and it automatically skipped the first beginning
00:24pages, so I am always obsessive about that.
00:26I am like what did I miss?
00:27So I am going to click back here and I missed the title page. Ohhh.
00:29Well this is actually an optional part of the content.opf document in you EPUB
00:36called the guide section and Apple recommends that you include a guide section
00:42for books that will be listed in the iBookstore and I'm pretty sure that
00:46Kindle does as well.
00:47Because I'm pretty sure that this has happened to me on a Kindle.
00:50And as you can see if it has a guide section then a lot of other ereaders like
00:55Adobe Digital Editions will also honor it.
00:57So what is the guide section exactly?
01:00Let me close this and show it to you.
01:03Here I already have this open in Author.
01:05We are looking at the content.opf file and at the very bottom after the spine
01:11we have this section called Guide, if you remember from the beginning of this
01:15chapter when I was going through identifying the parts of an EPUB file, I said
01:19that this file has a fourth optional section and that's this optional section down here.
01:23If you don't have the guide, this EPUB will still validate, assuming everything
01:27else is still right.
01:28But the guide tells the EPUB reader the semantic meanings of the different files.
01:33For example, text. See the type Text?
01:36This is the actual chapters inside the EPUB file.
01:40But then we also have other semantic meanings like cover, and title-page,
01:44and table of contents.
01:47So the guide tells the ereader what are the meanings for the different kinds of pages.
01:52You could have acknowledgements, you could have a type that says index,
01:55glossary, copyright page, dedication, and so on.
01:59And depending on the ereader's specifications, it will automatically make
02:03one page appear first.
02:04And then the user will actually have to scroll backwards to see other pages.
02:08So if you want to create or add a guide to your document, InDesign will not
02:12create this for you unfortunately.
02:14You actually have to open up the content.opf file and add this code yourself.
02:18This might be one instance where I would use Sigil instead of a text editor
02:22because Sigil does this very nicely. Let me show you.
02:26I'm going to close out of this document.
02:27We have SFHistory before.
02:29This is after I added a guide. This is before.
02:32And in this one, I'm going to open up this file in Sigil.
02:35So I'm just going to right- click it and choose Sigil.
02:40Remember Sigil is a free, cross-platform EPUB editor.
02:43It's kind of interesting how it works in Sigil is that you locate the page that
02:49you want to designate as being a particular kind of page.
02:53And then you right-click and choose Add Semantics.
02:57All right, and this will build the guide for you.
03:01So you say, this is the table of contents page and this is the cover page and
03:08then these, you have to do them one by one as far as I know.
03:11I haven't been able to do this automatically to all of them.
03:14But remember what's cool about Sigil is we don't have to expand that EPUB file.
03:18And you just here and say all these are Text.
03:20So your actual chapters should be text.
03:23And I probably don't even have to go right to the page but I'm just going to do it anyway.
03:27And now I'm obsessively finishing this since we only have a few chapters to do.
03:32And then this will add the guide section for you.
03:35And then we're going to close this entire document and save all of our changes.
03:41So I've moved over to XML Author and we'll go ahead and open up that file.
03:46That was the before one that I just edited.
03:49And we'll go to OEBPS, to the content file, and at the bottom, there we go.
03:56There's our guide that we just created with Sigil.
03:59So this is just another little bit of editing that in most cases you're going to
04:03have to do by hand in whichever program that you have and if you have Sigil, it
04:07makes it a lot easier.
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8. Editing EPUB Files for Formatting
Cleaning up the XHTML files
00:00Very often when InDesign exports its content to an EPUB file the XHTML file that
00:06it exports that contains the text contents and the links to the images in your
00:11EPUB file are full of superfluous code.
00:14And it's a lot easier to work with an EPUB file, if you just take a moment to
00:18clean up some of that extra stuff that InDesign adds. Why it adds that, we don't know.
00:23So in this document called California History that we've been working with
00:26during this title, I've already expanded it so we can see the internal files and
00:31if you have been paying attention you know that all of our XHTML files are
00:34inside the OEBPS folder.
00:36So I am going to go ahead and Shift+ Click or Ctrl+Click all of these text files.
00:43Just the XHTML ones.
00:44Just the ones with the content, and I'm going to open them in Text Wrangler, which is
00:50one of my favorite XHTML text editors.
00:52You can use any kind text editor that lets you do find and changes, because
00:56that's mean what we are going to do here.
00:58Let's take a look at one of these documents. Let me turn Soft Wrap text and take
01:04a look at some of this code. There is first of all the fact that
01:09whenever it applies the paragraph tag it always applies a class to the whole
01:13paragraph. Well that's a another video on its own.
01:15We really don't have to deal with that.
01:17It's not going to hurt the EPUB for to do that. It's just really not standard
01:20XHTML coding, but what's really getting me here is what CS4 does with this span
01:25class generated style.
01:27This is completely unnecessary. So this tag and then it's closing tag is
01:33unnecessary and it does add for every single paragraph.
01:38All that needs is p class="body" and then a close p. In fact it just needs p and
01:42then the close p, but we can just leave this body alone because this is where
01:46InDesign applies the paragraph styles.
01:48So this body, you might say body first, you might say subhead and so on. So you
01:52really don't want to get rid of this, but this stuff you don't need.
01:54Now this is the reason why you'd want to choose a text editor that lets you do
01:58find/changes on multiple files at once because while this book only has like five
02:03or six chapters, but you might be doing something with 20-30 chapters and you
02:07don't want to have to go through every single chapter and do a find/change for this.
02:11You want to be able to do it to multiple files.
02:14So here in Text Wrangler I am able to do that from the Search menu, go down
02:18to Multi-File Search.
02:20And it lets me choose the ones that I want to search for it, but I'm going to
02:23say just the open text documents and here it's listed them all. So I will go
02:28turn on the checkbox and what we could do is search for span class="generated style"
02:33and then replace them all with nothing and then search for close span and
02:38replace them all with nothing, but very often this close span tag that you see here,
02:43 we actually want to keep it because they're sometimes when it applies to
02:46span that you want to retain, such as for example down here where it applied the
02:51class italic to this title.
02:55So if we got rid of the span then that would break that.
02:57So instead we're going to use a very intelligent kind of a search and replace
03:02that I have saved here. We are going to use Grep and Grep stands for a
03:06General Regular Expression Parsing.
03:08You don't have to memorize that, but basically it's pattern-based searching so
03:12instead of searching for every single instance of something literally, we are
03:16going to search for variations of it that match a specific pattern.
03:20So it only finds the things that we want to find and it ignores other things
03:23that partially match it.
03:24I have actually saved this because it's a little kind of complicated.
03:29I called it Clean spans from ID CS4 xHTML.
03:33Let me enlarge it so you can see the whole thing and you might want pause the
03:37video here so you could write this down. Now actually, I didn't make this up
03:41myself. I got this from Liz Castro who's written a wonderful book called Straight
03:45to the Point: Creating EPUBS from both Word and InDesign. She has a number of
03:49different Grep find/changes to help you clean things up.
03:52But seriously this is something that you could have come up with on your own if
03:56you just a little bit of studying on how to write Grep expressions and there are
03:59so many resources out there.
04:01I definitely encourage you to do that if you're going to be doing a lot of
04:04cleanup for your XHTML files.
04:06But you know actually you could have come up with this on your own if you had
04:09down any kind of studying or research on Grep. In fact right here at lynda.com
04:13Michael Murphy did a fantastic video all about using Grep in InDesign but a lot
04:18of what he talked about can be translated to other programs as well.
04:21If you just want to get an idea of what this is searching for, its searching
04:25for literally this text, span class ="generated-style, but instead of a closing quote
04:30we have in here some attributes that say you know if it finds like -1
04:37or -2 or a number one or number two. This is like a hyphen with the digit
04:40because sometimes it will create multiple generated styles, so we went to find
04:43them all in one fell swoop instead of having to search for generated style one,
04:47generated style 2, and so on.
04:49And then whatever comes in between the end of this and the next span tag, such as here,
04:58the close span tag, all this stuff here, we want it to keep that. We don't
05:03want to delete that, so that's what this parenthesis stuff is for.
05:07And then under Replace, this \2 means replace it with whatever you found in
05:12the second found set.
05:14So I think it will be a little clearer if we don't do a multi-file search.
05:18Let's close this and do just a single file search first for this one.
05:22So we will do Find and to remember what to find, we will start up here and then
05:27click Next and here's what it found. So it found this, everything in between and
05:35then this. So that's what this means, anything in between right here, the dot
05:40and the asterisk and the question mark.
05:42And then we will choose Replace and you see what it did.
05:45It put that text back but it got rid of the opening and closing span
05:49generated style mess. Uh, yuck.
05:52So that's what we want it to do.
05:53So let's go back to Multi-File Search and Replace and now that we know that it's
05:58working we will just say Replace All.
05:59When you say Replace All you have the option in his program to see the results.
06:05So let's say Proceed and you know in a split second, look at all these changes
06:09that it made. It made it nice and clean in all these different documents.
06:14I'm sure that you're going to come across as you get more and more
06:16comfortable with XHTML. Other instances of Grep searches and regular searches
06:21that you want to do.
06:23Mainly what you are trying to do is get rid of all the extra stuff that InDesign
06:26added that's completely unnecessary because then they're much easier to work
06:30with as you edit them further.
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Cleaning up the CSS file
00:00Just as we did some basic cleanup to the XHTML files that InDesign included in
00:05its EPUB export, we are also going to do some basic cleanup of the CSS file.
00:10Now you may recall from previous videos that all the styling in an EPUB comes from
00:16the cascading style sheet, the CSS file, and the styles in the CSS file come from
00:22the paragraph and character styles that you created in InDesign and applied to
00:27the texts. And all that we covered in previous videos.
00:30Inside the expanded EPUB file, we already extracted all the files from inside our
00:34EPUB, you'll recall that inside the OEPBS folder, also known as the Book folder,
00:41we have the XHTML file and this is the CSS file.
00:45I have open both of these up inside Text Wrangler.
00:49There's the history sample of XHTML and template.css and with the CXHTML file showing,
00:55I just want you to notice that toward the top in the head section it reminds you
01:01that the CSS formatting is coming from this file called template.css.
01:06So any changes that we make to this CSS file you will be able to preview in this XHTML file.
01:15So let's take a look at the CSS file and I've got some typical changes that
01:19you might want to make.
01:20Let me drag this over to the center, here we go.
01:24First at the top you'll usually find some of these generated styles next to
01:29divs and these are the ones that InDesign automatically spits out for the name
01:33of the InDesign document.
01:35and for the text frame containing the text. I briefly mentioned those in the
01:39previous videos. These you can get rid of.
01:41You really don't need them.
01:42They are not going to apply anywhere.
01:43It's okay to leave those tags in the XHTML file. They are just going to be ignored.
01:50Now notice that for every paragraph style and character style in your InDesign
01:55document we have a matching CSS style.
01:59The subhead for h1.subhead has been styled with all these settings and then we
02:04have a p.headline, p.body-first and you can see where these are applied in your
02:10XHTML file in the opening class.
02:14So here's p class=body-first, here's class=headline, h1 class=subhead Early History.
02:23All right keep scrolling. We have a class called image-w-caption.
02:29This was the actual paragraph style assigned to the paragraph containing our anchored graphic.
02:36Underneath the anchor graphic we have a caption with the paragraph style caption.
02:41So again let's come back to the CSS file and hopefully this is all making sense to you.
02:45Now I am not going to teach you how to write CSS. There are many titles here at
02:50lynda.com that will do much better job of that and you really don't need to be
02:54CSS experts in order to do some basic editing of these files.
02:59And actually because you are already familiar with paragraph and character
03:03styles in InDesign, you have a leg up on a lot of other people in understanding
03:07what cascading style sheets are all about.
03:09Because one of the first problems that you're going to see or that actually
03:13you'll realize with the cascading style sheets is that they have settings for
03:18things that you really don't care about and that could make it more difficult
03:22for you to change the styles later on.
03:25It's kind of like you know how character styles work in InDesign where you can
03:28just make a character style called Bold and no matter what size type you apply
03:32it to it will become bold?
03:34Well what about if somebody who wasn't that familiar with InDesign created a
03:37character style but they also included specifications for the type size and type
03:42weight and all the other settings for character style. That just makes it much
03:46more inflexible right. You would have to create multiple character styles every
03:50time you wanted to apply the character style bold to a different typeface
03:53without changing the typeface.
03:55Well this is for some reason what InDesign does in CSS is that it automatically
04:00assigns attributes to 11 different settings for every style. Even though they
04:05don't have to be set. Even though it would be easier if you would just leave
04:09them alone and keep them at the default of not even declaring a special setting.
04:13For example here under body-first we have font family Chaparral Pro. Now we're
04:19not even talking about assigning fonts because you don't have that much
04:22control at all over the typeface used. All of the devices, or at least 90% of them,
04:28they have their own typeface is built-in and many of them are not shared
04:31from device to device. So you can't just say for example Arial like you could
04:35with a web site and know that most browsers will be able to open up a document
04:39and show you that font.
04:40I mean Apple's iPad has 30 fonts and the Nook has 5 fonts and I don't think any
04:45of them are the same.
04:47You can just delete the entire setting for body-first.
04:50You don't need to know what the face is.
04:53You know font-weight, that's something like a Normal or Bold and that is
04:57something that you don't want it be Bold.
04:58You want it to be Normal.
04:59You can leave it as is. Same thing with font-style.
05:02Font-size and line-height are fine and notice that it uses the em measurement
05:07system and em is an interesting measurement system that's only used with web
05:12design and em is a good thing.
05:14And em, when you define a font size in an em, it means that it is this amount of
05:20the default font size for the ereader.
05:24So in 1 em is the size of the default font of the ereader and most ereaders are 16 points.
05:30So .7 9 of an em means a little less than 16 points.
05:35If you want to get exactly 1em out of InDesign you have to set your type size to 12 points.
05:41It'll come out as 1 em. I know it's weird. Not 16.
05:44So in other words the default type size in InDesign of 12 on auto leading will
05:48give you the default font size for ereader.
05:51And then for every other measure that says em, it is actually a percentage of
05:56the current font size.
05:57So 1.42 em line height, which is leading, means its 1.42 times the size of this font.
06:06It's good to know that you can keep it and you don't have these pixels or inches
06:09or anything like that.
06:11Text-decoration are things like dotted underlines or backgrounds. Again this is
06:16an example of an attribute that InDesign set that you don't need, so you can
06:19just completely deleted it.
06:22When the attribute has not been set then the ereader or the web browser will
06:27assume it suppose to be the default of none.
06:29Same thing for font-variant. That would be like case. Leave that alone.
06:35A text-indent, a first line indent, of 0. Sometimes you might want to keep it at zero or
06:41sometimes you might want just delete it or leave it alone.
06:44Text alignment, justifying. Actually people have very little control over if text
06:49is justified or left aligned or right aligned, so I normally just get rid of that.
06:54And a color of all zeros means black. That is the default assumed in color.
06:59so we will get rid of that and so on.
07:02So you can go through all of your styles and get rid of the settings that don't
07:06need to be set, and this will make it a lot easier for you, especially as
07:09you get into more advanced CSS, of being able to do like child and parent
07:15settings. Because CSS remember stands for cascading style sheets and in that
07:21sense it's kind like based on styles in InDesign.
07:25So that if you have a parent style that says text decoration is dotted and then
07:30you make a child based on that one, then its text decoration will also be dotted
07:35unless you say something else.
07:37That's why it's best to leave the attribute set to none to have them completely
07:42not even defined. So that they can be most flexible and they can take on the
07:46attributes of their parent, should you decide to set up your CSS this way.
07:50So you need to go through the CSS and get rid of all of the specifications
07:55that really aren't required and then you can come back and you can fiddle around
07:58with changing the ones that you do and I am going to show you a few common
08:02things that you might want to change in this chapter, things like Spacing,
08:06Drop Caps, stuff like that.
08:08But I also want to encourage you to explore more with CSS.
08:12It's extremely powerful.
08:13I've called a couple web sites in Firefox that you should know about.
08:18First of all right now we are using EPUB specification I think its EPUB Version 2.
08:22And EPUB version2 allows tags from CSS2, that's the version of CSS standard, and
08:31this is the website for CSS2 with a ton of information about what kind of tags
08:37are allowed with CSS2.
08:38There might the more information that you want but I know that there are some
08:41gearheads out there wondering which version of CSS does EPUB support and this is the version.
08:47And then I also want to show you this really cool site called EPUB Zen Garden.
08:52It's from ThreePress consulting, the same people who do Ibis Reader and the EPUB
08:57check online, and it's along the same veins as another very well-known website
09:02called CSS Zen Garden. And basically the producers create a set of content and
09:09they invite people to take that same set of content and change how it looks
09:13purely based on CSS.
09:16And people can come to the website and choose among this different CSS files
09:20that have been associated with the same content to see how it looks, kind of
09:24like skinning a website or skinning a game, to see what the same content looks
09:28like with the different cascading style sheets.
09:30So here at EPUB Zen Garden, they only allow CSS that is supported by the EPUB
09:37specification and you can change the style from his drop-down menu.
09:41So like here is what this style looks like, the same content. So it's a book so
09:46there's a chapter open or a quote, a drop cap. You can look at all the chapters
09:52because a lot of them have different content and section openers with all these
10:00and what's even more cool is that when you find one that you like, like I like
10:06this Gibson one, isn't that elegant, you can actually grab the CSS and use the CSS as
10:12long as you attribute to them.
10:14You can find out more about that underneath the About section, but they're all
10:18released under a Creative Comments guidelines. And to get to the CSS you go to
10:23View > Page Source and then click on the CSS link.
10:28So I've been playing around with this. I notice some of the CSS is very well
10:31commented and it has instructions about like who wrote this. The comments are
10:37all written out with the slash and the asterisk next to it. You can see like here
10:41h1 he is saying is used for the book title and the font size is 3.5 em and in
10:48parentheses, he's reminding you that 16 points, which is the default type size,
10:53times 3.5 equal 56 points.
10:56So the font size for the title will be 56 points. Very well commented.
11:00So you can just select all this copy and paste it to a text file and try this
11:04out with your EPUBs.
11:06Design is design and the CSS file in an EPUB is what drives the design.
11:13So I recommend that any time that you can spend learning more about CSS will
11:16improve the quality of your EPUBs.
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Setting spacing in the file
00:00One of the things that designers will find themselves fiddling around with in
00:04the CSS file of an EPUB is the spacing, the spacing between paragraphs, between
00:09heading and subheading, between image and caption and caption in the next
00:14paragraph following that, because sometimes even though you might be diligently
00:18adding space above and space after, in InDesign it doesn't really translate
00:24correctly to the EPUB.
00:26So all that is controlled in the cascading style sheet file and let's take a
00:30look that right now.
00:31I have expanded SFHistory.epub to a folder and inside the OEBPS folder we
00:38have the CSS file and in this example, we just have one story found, just the XHTML file.
00:44So I am going to select them both and open them up with TextWrangler.
00:51So here's the CSS file and you can see that I've already gone through and
00:54gotten rid of a whole lot of extraneous CSS code. This is something I talked
00:59about in a previous video.
01:00What controls the spacing in between paragraphs is called the Margin setting.
01:06Now let's take a look at what this XHTML file looks like, as it would be viewed in EPUB.
01:11Now here's a little tip that I would like to use, especially for this
01:15intermediate proofing.
01:17We could go back to the Finder or Windows Explorer and actually select this
01:23folder and then recompress it and change the extension to EPUB or use one of
01:28those cool scripts that I showed you for Mac OS X.
01:32But instead what I found is that if you preview the XHTML file in a browser then
01:40you can get a close approximation of what it's going to look like in an ereader.
01:44Now a program like Dreamweaver, for example, would be ideal for this in that you
01:49can edit the code and then always look at Design view to see what the XHTML file
01:53looks like, so that would be great if you use Dreamweaver.
01:56Also if you use Sigil, that utility that I showed earlier, you can edit the CSS
02:02file without even unzipping the EPUB file and then look at the built-in
02:06EPUBReader to see the effects of your changes.
02:09But right now, I am in the groove of using TextWrangler.
02:12So instead what I'm going to do is I am going to take this XHTML file right here
02:16in the Finder and I am going to preview it in Safari.
02:20Now why Safari and why not Firefox, which I usually prefer?
02:24Because both Safari and iBooks, the Apple ereader, use the same rendering engine.
02:31So the closest you can get to previewing how an EPUB will look like on an iPad
02:36without actually having to put it on the iPad, is to preview the individual
02:40XHTML files in Safari.
02:42I am just going to drag this over to Safari and it might open up like this.
02:49There are very few ereaders that look like this, so you might want to resize it
02:53to be roughly what it might look like at 600 pixels wide.
02:57And now actually let's take a look at this.
02:59I am going to hide the other applications so we can focus on this.
03:03So there's our title in blue and our subheads in orange, which is how I designed it.
03:08We have an image with a black stroke on it and a small caption below it, which
03:13is centered. That's working great.
03:14I have some words in bold.
03:17My drop cap isn't quite working.
03:19We will be talking about that in another video and we have some indents.
03:22But you know the first thing that strikes me is what the heck happened
03:26between these paragraphs?
03:27What's all this white space doing?
03:30I don't really want that white space.
03:31I have first line indents.
03:33We'll see what happened was that I became a little too vigilant in getting rid
03:38of what I thought was superfluous code and at the end of every body declaration
03:43here I forgot I got rid of the margin setting.
03:46So in CSS if you don't set a margin, like down here or say underneath the
03:51headline, then it's assumed that you want extra space in between the paragraphs.
03:56If you want no bottom margin, you have to set a margin of zero for the bottom.
04:01So let's go ahead and fix that right now.
04:04The margins are set in four measures and they start from the top, so if you
04:08think of like the hands of the clock, 12 o'clock, 3 o'clock, 6 o'clock,
04:129 o'clock, top, right, bottom, left, and they're all in em measurements which I
04:18talked about in previous video. This is a percentage of the current font size.
04:23So zero em means zero.
04:25Let's just actually copy this entire line to the clipboard and I'm going to
04:30paste it after body-first and we don't want that indent there.
04:35I don't want any margin top, bottom, I will leave everything at zero actually,
04:40just like that. We want no margin anywhere.
04:44And I'll select this whole thing again, and I'll put it after body, here we go.
04:49So then you save your CSS file and then jump back to Safari for using my method
04:56and refresh the view. Just click the Refresh button up here. Here you go.
05:01So it fetched the latest version of that XHTML file, which in turn fetched the
05:07latest version of the CSS file that hooks into it, and that's how you change
05:11spacing in between paragraphs.
05:13Now the spacing that is the first line indent is actually called text-indent and
05:18you can see it right over here in p.body.
05:21So any paragraph that has been tagged with the class of body has an indent of one em.
05:27If you want to increase that, you can just do this. Let's say 3ems, save it,
05:33I'm pressing Command+S or Ctrl+S here, jump to Safari, refresh, and you see the
05:39first line indents go in.
05:41So there's lots of places where you might want to play around with indents and
05:45spacing between captions and subheads and titles and it's very simple to do.
05:50Just use the margin setting and the text indent setting.
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Creating drop caps
00:00Now, even though you may have been very careful in your InDesign file to apply
00:05the drop cap character style to any drop caps you may have in there, because you
00:09watched my video about nested styles and you know that just because it was
00:13included in a paragraph style doesn't mean it's going to survive in the EPUB.
00:17You actually have to apply the character style called Drop Cap to that
00:20character. Even if you are that careful, I am sorry, but I can guarantee you
00:25that it's not going to look like a drop cap when you export it to EPUB.
00:28At some sort of internal bug in this version of InDesign. The Drop Cap style
00:33does get applied, but the styling itself you have to do over again by hand.
00:38Let me show you what I mean.
00:39I have already expanded an EPUB story called SFHistory-sample.
00:43It's a very short story here and inside the OEBPS folder, we have two files that
00:51we want to work on: the XHTML file and the CSS file.
00:54So I've selected them both.
00:56I'm going to right-click, choose Open With > TextWrangler.
00:59Now you can open up this with any text editor that you want.
01:04In fact, you don't even have to expand in EPUB. You could open it up in Sigil or
01:08XML Author and there you can also access the CSS file without having to expand it
01:14and then as you save your CSS changes, you can see what the EPUB is going to
01:17look like, but I happen to be into TextWrangler this morning.
01:20So I'm going to use that one.
01:22Let me move this over to the center.
01:24So let's see what's happening in the XHTML file and let me soft wrap the text.
01:30And you see up here in body-first, because I did actually apply the character
01:37style to the first character L, it's surrounded by a class style called
01:43drop-cap, which was what I created in InDesign.
01:46Now if we preview this in a browser-- the Safari browser is the closest one to
01:53The iPad so I like to always preview in Safari.
01:57We can see that the color is there, but the droppedness of that cap is not there.
02:03So let's see what's happening in the CSS file.
02:06I am going to switch to CSS.
02:08All of the character styles will be at the bottom of the list.
02:11Paragraph styles come first and all the character styles start with span.
02:14So you can see that for Drop Cap, all that maintained was the color and I've
02:19done a bunch of these and sometimes it doesn't even maintain that.
02:22Sometimes it's just an empty style.
02:24So you actually have to add this yourself. Like if it's a drop cap that's
02:28black sometimes it won't include that.
02:30So the first thing that we want to do is we want to increase the size of this drop cap.
02:37There is no setting called Drop Cap in CSS.
02:39You have to actually add three or four different attributes.
02:42So I am going to hit Return and type font-size:, space, and we'll make it 3em.
02:53And then we end with always a semicolon. And you might be wondering what is 3em.
02:58No, it's not a company.
03:003em, e-m, is an em space and actually an em is a unit of measurement for websites for HTML.
03:07That is the size of the default font and in a web browser or a EPUB Reader
03:13usually the default font size is 16 pixels, equivalent to 16 points.
03:183em is three times that size.
03:21So if we want a drop cap that's like three lines big, you know that's going to
03:24get us close enough.
03:25We're probably going to have to fiddle around with this, but that's a good place to start.
03:28Now you won't see the effect on your XHTML file until you first save changes in your CSS file.
03:35So I'll choose Save and then if you are using my method of proofing in the
03:42browser, you're going to have to click the Refresh button in your browser. So there it is.
03:47That's larger.
03:48That's a good sign. And now we actually need to move it down and get the text to
03:53wrap around the right edge of it.
03:54So we are going to go back to the CSS file.
03:57Now to get text to wrap around, you use the Float command.
04:03I know it's strange, but it's the closest thing to text wrap.
04:05We are going to say float.
04:08Now we want the drop cap to float and we want it to float on the left, all right.
04:14So I have float: left. Semicolon. Save the file.
04:18I'm just using the keyboard shortcut to save, switch to Safari, refresh, there you go.
04:23It's getting closer.
04:25Now we need to move the L down and we can do that with a margin-top measure to
04:31add some margin above it, so we come back here.
04:34You've seen a bunch of different ways described for creating a drop cap with
04:37CSS. This is just one of them.
04:39So we'll add a margin-top measure of 0.25em, quarter of an em.
04:48Let's save our change.
04:49I'll just press Command+S or Ctrl+S, jump to Safari, refresh, here we go.
04:55Move down a bit and it's kind of touching the text over here on the right, so we'll
04:59add a little margin on the right edge as well.
05:02So I come back over here, hit Return, margin-right, let's try 0.05em.
05:13Save. Safari. Refresh.
05:17We see how it nudged over a little bit.
05:20It's pretty cool, huh!
05:20You can keep going.
05:22You can change the color, you can make this bold, you can make it italic, you
05:26can increase the size and then you have to fiddle around a little bit more
05:29again with the margin-top to move it down, so if you wanted to drop down three lines for example.
05:35But that's how you create a drop cap and I really don't know why InDesign can't
05:39figure this out when it exports, but maybe in a future version it will.
05:44In the meantime, just remember that it's pretty easy to create your own drop cap
05:48and it's actually kind of fun.
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Creating sidebars and pull quotes
00:00You see this blue box right here in the middle of the text?
00:04For lack of a better term or as a generic term, I am going to call this a
00:07pull quote and it is actually quite simple to create these kind of pull
00:11quotes in your EPUBs.
00:12I am previewing an XHTML file from an EPUB in Safari because both Safari and
00:19iBook use the same rendering engine called WebKit and as I have mentioned before
00:24in other videos in this chapter, it is a good way to preview what's happening in
00:27your XHTML and CSS code.
00:29I am going to show you how to create this in CSS, but before we jump over to
00:33the CSS and XHTML files, let me tell you that this is not how it came out of InDesign.
00:39When it came out of InDesign, it looked like this.
00:42So it was using a header and it did have a paragraph, but we didn't see any
00:48colored background or a box or anything like that.
00:51And even though I created this in InDesign by putting this text into a text frame
00:58and then I anchored the text frame in the text flow just like how you can
01:04anchor a graphic or an image in a paragraph, so that it flows with the text so
01:09that when you export according to layout order, remember we talked about that
01:13earlier, that it'll appear in the correct position in the story.
01:17So it might have even looked exactly like this in InDesign, but that's not how it comes out.
01:22And again, this is sort of like how InDesign strips out drop-cap formatting.
01:26It strips out object styles because I actually did create an object style for
01:31this frame called pull quote.
01:33Now one thing it did do though is that it brought along the actual tags.
01:38So all we need to do is fill it in.
01:39So let's see how to do that.
01:41I am going to close both of these for now and I have opened up both files in
01:47TextWrangler, our text editing program, both the XHTML file and the
01:52template.css file that governs its formatting, from the expanded EPUB folder in the exercise file.
02:00Take a look about fifth of the way down the screen now.
02:03This is where the image was of the San Francisco Harbor in 1851 and then below
02:08that paragraph we have this thing called div class="quote-box" and quote-box
02:14was actually the name of my object style that I had applied to that blue text frame
02:20that I then anchored in the text flow.
02:23When you apply an object style to a text frame in InDesign, even though the
02:28formatting doesn't come across, the name of that object style does come across
02:32and your text is enclosed in this div class of the same object style name.
02:38So it says div class and then we have the actual paragraphs of text with their
02:43own paragraph styles.
02:44So I call this quote-head, that was the name of my paragraph style, and this was a
02:49quote-body and then at the end of that, the div is closed off.
02:52So this is one div.
02:54Now if we look at the template.css, here is what InDesign does is that remember
03:00how it adds all your divs at the top of the CSS file and this is one that I've
03:03already cleaned up somewhat.
03:05It adds the div for your object styles that you've included, but it doesn't
03:10include any kind of formatting and you have to enter it on your own.
03:13That's actually kind of fun, if you want to play around with CSS, and I do have
03:17in the exercise files a finished version, so you don't have to madly scramble
03:22down what I am going to type right now.
03:25But let's go ahead and enter in some formatting.
03:28First of all, we are going to create a box or border around those two paragraphs
03:33that are in the pull quote and so to do that you need to give it a style.
03:36So I am going to call it border-style: solid,
03:41and it can be dotted and all sorts of fancy styles that you can do.
03:46Then I also want to give it a color. So border-color: grade.
03:52Now if you are using a program that's meant for CSS like Dreamweaver or Coda
03:56or something like that, then you will get a big list of choices as you enter in your CSS codes.
04:01But right now, I am just doing it because I have already tested these and now
04:05you want a width for that border.
04:07Pretty thick, the default width, unless you specify something.
04:09So I am going to say 1 pixel.
04:12Then we will save these changes and check out what it looks like so far.
04:17So as I have done before, I am going to preview this XHTML file in Safari.
04:23I am going to reveal this in the Finder, right-click, Open With > Safari, and
04:31then refresh because I guess I had it open before, and now we have our box.
04:37We need to add some space around here and then maybe a background color.
04:41So to add some space around it, let's go ahead and add some margins.
04:45So I am going to go back to the CSS file and we will add margin and we are going
04:55to go, remember, starting from the clock at 12, then 3, then 6, then 9, so top,
04:59right, bottom, left.
05:01So you want 1em and then on the right 3em worth the space, underneath 1em and on
05:08the left 3em, and save this.
05:13Go back to Safari. Refresh.
05:15We have added some margin room there.
05:18It is kind of neat how it always keeps it at 3em, left and right, as you can see.
05:22But the text is touching here and so we need to do a text inset.
05:27You would think that they had text inset in CSS because that's what InDesign is,
05:30but no, it's actually called padding.
05:32So we are going to add a padding amount.
05:35Padding, let's try 0.5em.
05:40Remember an em is size of the type in this element here.
05:44So this is going to be half of the size of whatever the type size is, and
05:48save that, refresh.
05:51Now that looks better and then we want to add a background color.
05:55So come back here and we will say background color:, space.
06:02There are some default colors like you can say blue or red or gray and
06:06those will work fine.
06:08But they're solid colors and if you want to get a really cool looking color,
06:11you need to enter one of these interesting little hex codes down here.
06:15A fast way to find out a hex code, well there is probably at least 5000 websites
06:19that will give you hex codes for various colors, but I would like to use
06:22Photoshop because I usually always have it open anyway.
06:24What you do is you click the bottom- left down here for the Photoshop Color
06:28Picker and then you can use the Color Picker. Notice it has a hex field right here.
06:33So if I am looking for a light blue color, I would come here to the blues and
06:38then come over here and I am watching this square where it says new color to see
06:43the background color that I want to use.
06:46Then as I click, notice that the hex code is updating, so that looks good.
06:50I think that's kind of cool.
06:52I am going to select that and copy it and then go to TextWrangler and we are
06:57going to paste it in.
06:58Now the hex code needs to be preceded with a number symbol.
07:02If you just type in red or gray or black, you don't need to put the hex symbol.
07:06Let's go ahead and save this and try again in Safari. Refresh.
07:12So that's how you can do a pull quote.
07:13Now you don't have to think ahead like how I did make an object style and embed
07:17it and things like that.
07:18I mean like if you want you can just edit the XHTML directly.
07:22You just have to add div class before the paragraph that you want to be part
07:27of your pull quote.
07:28So like I can select this part here. Copy it.
07:32Let's try this one right here.
07:33So I am going to paste.
07:37Then when you are done at the end of it then you close it with the close div tag.
07:43So at the end of this paragraph, I am going to write </div> and then
07:49we will save this file and go back to Safari and refresh and there is another pull quote.
07:57So whether you thought ahead and created object styles and embedded them in
08:02text flow or you decide, hey you know what, this would look better as a pull quote,
08:06you can do it very easily with some simple edits to the XHTML and the
08:10CSS files in your EPUBs.
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Setting text wrap rules
00:00Another way to create interest in your EPUBs and to call attention to special
00:04chunks of text or images is to set them off with this kind of text wrap effect
00:09that we are looking at.
00:10Notice that as I resize this that the text wrap maintains.
00:15How do you make that kind of text wrap?
00:17Well it's not something that you can do in InDesign and expect to be supported
00:22in the resulting EPUB without any kind of intervention.
00:25Unfortunately, we always hope that the next version of InDesign will actually
00:29convert these correctly.
00:31When I actually created this in InDesign and exported to EPUB, this is after I
00:37fiddled around with the CSS.
00:38Before I fiddled around with CSS, it looked like this, all right?
00:42So it wasn't too exciting.
00:43In fact you don't need to do anything really in InDesign. If while you're looking
00:48at it, you are like you know what this would look better in a little sidebar box
00:52that the text wraps around.
00:54You can do it yourself very easily in XHTML.
00:57And it doesn't just have to be a text frame that other text runs around.
01:01It could be an image that other text runs around.
01:04So let's take a look at the starting files here.
01:09In the Finder, I have in the Exercise Files we were just looking at the final one.
01:14This is an EPUB file that's been expanded to its component parts and in the
01:19beginning we are going to look at the before version and then I will show you
01:23how you can make that interesting runaround box.
01:26Inside the OEBPS folder you need to open up the XHTML file that you want to
01:31include that runaround in and the CSS file. That remember the CSS file has all
01:37the formatting instructions.
01:39So I am Shift+clicking both of these and I am going to open them in TextWrangler
01:43and you can actually edit these in any one of your favorite editing programs.
01:48I just happen to have TextWrangler open.
01:50So first actually let's look at the XHTML file and let me turn on Wrap Text and
01:57we will find this guy. It's down here.
02:01It's simply a side-box div and if you are not into CSS I just said
02:06gobbledygook, but this is basically you surround the text that you want to have
02:11in a floating sidebar with a tag called a div and it has to have a class and then
02:18you give the class a name.
02:20Now if you had actually embedded a text frame with an object style in here, as
02:24I mentioned in the previous video when we were talking about pull quotes, then
02:29InDesign will automatically add these tags for you with the same name as the object style.
02:34But you don't have to think that much ahead. You can actually do it right here.
02:37You could type in div class= and then type in anything that you like.
02:42And then you close it with a slash mark and a div at the end of where you
02:47want that box to end.
02:48There is two parts.
02:49You have to have the tags in the XHTML file and then you have to have the
02:54tags in the CSS file and in the CSS file is where you actually give it some attributes.
03:00So that's why it looks so plain right now, what we were just looking at in
03:03Safari, because it has no attributes.
03:05So we are going to go ahead and add them.
03:08I do have, as you saw, I have the final version of this in the Exercise Files.
03:12So you could always go inside there and grab that template.css, which has
03:16everything I am about to type out here.
03:17So you don't have to go crazy, madly scribbling down everything you are
03:20watching on the video as I enter it.
03:23But the main thing is that we don't want the box to take up the entire width of the window.
03:28We want it to take up a percentage of the window and because we don't know where
03:33this EPUB is going to be read, on an iPhone, on a Galaxy, on an iPad, whatever,
03:39we can't really specify it in number of pixels or even ems.
03:42We are going to give it a percentage.
03:44So we want the width of this box, width, to be 50%, 30%, whatever you'd like and
03:54then here's the magic part that makes it actually text wrap.
03:58It's the float command and if you watch the video on drop caps that's how we got
04:02the text to run around that letter, by assigning a float to it.
04:06So we are going to float this box on the left. We will do left, but you could do
04:11right if you want to.
04:13And then we are going to go ahead and add the same kind of things that we
04:15added to our pull quotes.
04:18So I am going to say we want a little line around it because I am a big fan of
04:21borders and we'll just say gray border.
04:24You could put in any normal color or you could put in a hex code here.
04:27Don't forget your semicolons at the end and border-style: solid
04:33and the width of that border, because if you forget this they come out
04:38really thick and clunky looking. border-width:
04:401px and now you need to add some air around this thing.
04:49margin, starting from the top of this box and then at 12 o'clock and then I'm moving
04:55to 3 o'clock, 6 o'clock and 9 o'clock, so top, right, bottom, left.
04:59We are going to put that we don't need space above it, so we will just put zero
05:02and if it's zero, you don't even have to write em.
05:06Just type a space and we will put on the right-hand side, remember because it's
05:10floating on the left, so on the right- hand side we want some space and let's try
05:15.75em and then we don't need any other space. That looks good.
05:22We want to add some padding.
05:24That's like the text-inset if you remember from the pull quote video. padding,
05:28I'll just do 0.5em and let's save our changes.
05:37And then we are going to preview this in the browser.
05:39So I am going to select this and right-click and say Open With > Safari and there it is.
05:48I am going to make sure we have the latest version by clicking Refresh.
05:51There is our little floating box nickel.
05:54And do you remember how to make a background color?
05:56We want to add a background color. So if I come over here back to TextWrangler
06:01and we want to add one ore attribute here. Call it background-color.
06:09Let's choose an interesting background color.
06:11My favorite way of choosing a hex color is just to jump into Photoshop,
06:16assuming it's running.
06:18And click on the Photoshop Color Picker and then from this wonderful Color
06:22Picker dialog box, let's try one of these guys down here like this and then
06:31maybe out here a bit and then here is the little hex code that we need to copy.
06:33So you select it, copy it, we can cancel out of there, jump back to
06:38TextWrangler, paste and if you are using a hex code, you have to put a little
06:42number sign or hash symbol in front.
06:44Don't forget the semicolon. I can't tell you how many times I have forgotten to
06:47do that. And then choose Save.
06:50If you forget the semicolon, it just ignores what you just typed. And come back
06:53to Safari and refresh.
06:56So that's how you can make like a little floating box with text inside it or of
07:01course if you are just floating an image, you don't need to put in any of this
07:03border kind of stuff.
07:04You just need a width and you need a float: left and some sort of margin.
07:09And it's as simple as that.
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Creating links
00:00Normally if you want somebody who's reading your EPUB on a ereader device or
00:05software to be able to use hyperlinks inside that story, to be able to tap or
00:11click or do whatever to get from on your linked text to jump to another part of
00:16the document or to another website even,
00:19that's stuff that you do in InDesign because InDesign has pretty robust
00:22hyperlinks and cross-references features.
00:25There are some cautions with that though, and I talked about them in detail in an
00:29earlier video, so make sure and watch that.
00:31In fact, as I mentioned in that video there are some instances especially with
00:36cross-references into different documents of an EPUB, like in this EPUB that I've
00:42already expanded inside the OEBPS folder.
00:46You can see it has multiple files.
00:48Sometimes InDesign doesn't do the job that it should do when it's blinking from
00:53one document to the other and you actually have to go in there and fix them.
00:57Or sometimes you just, you realize, oh I should've made this into a link. You can
01:00do it directly in this file.
01:02Now this has nothing to do with the template.css file, so we are just going to
01:06be working directly in the XHTML files.
01:08I am going to open all these up in TextWrangler. Though you know, I think
01:13probably the best place to work on linking in between documents would be a
01:18program like Dreamweaver, because this is just like a website where you are
01:22trying to link in between different web pages.
01:24But I happened to have TextWrangler open so I'll just do it right here.
01:28So let's say that when somebody is reading this EPUB that when they get to the
01:31phrase Native Americans, that we want Native Americans to be a link and we
01:37wanted to bring them to say the section on Native Americans which is covered in
01:41the arrival chapter.
01:44So what you need to do is in front of the phrase that you want to be a link,
01:48you type in this code. You type <a. That means an anchor link, and a space, then href.
01:57That means hyperlink reference. Equals, no spaces, quotes, and then the URL of
02:03where they should go.
02:04Now I happened to know that this file, 01-early-history, is at the same level in
02:09the same folder as this one.
02:10So all I need to do is enter the other file's name, 03_arrival.xhtml, and if you
02:19are using a program like Dreamweaver you often can just drag-and-drop and point
02:23to the destination document.
02:25So that's the first part of the link and notice how our friend TextWrangler is
02:30letting us know "Uh, you're not done yet because you have to close off the link."
02:33So it wants to know where does the link end and so after Native Americans we
02:37want to close the link.
02:39Why is it still brown?
02:41Oh I know why. Because I forgot to put my closing quote mark.
02:45So this is actually going to turn it into a link and we can see it for
02:48ourselves if we save this and then preview this document in a web browser.
02:57So I'll open this up in Safari and there is Native Americans.
03:04Now you can in your CSS apply a different kind of formatting to your links by
03:09making a CSS entry for the a and the a visited and so on.
03:14But most ereaders will go ahead and give it the default blue color with the
03:18underscore, though an iPad I think doesn't put any kind of text decoration, is
03:22what the underscore is, and it colors it a tasteful of violet or something like that.
03:27So it's up to you.
03:28But now when somebody clicks this then it'll automatically open the file
03:32that you told it to.
03:33So it opens up at the top.
03:35Okay, now let's say that we want to link to a specific paragraph or image in
03:42another document or maybe further down in this document.
03:45That requires a two-step process.
03:47In addition to creating the link like we just did here for Native Americans,
03:51we actually have to go to the destination document and at the point where we want
03:56this link to end up at, we have to add something called an anchor tag.
04:01Let's say for example, I'm going to scroll down here a bit, that where Yerba
04:05Buena is mentioned, that we want somebody to be able to jump to where Yerba
04:10Buena is discussed in detail in another document.
04:14So I believe that we have that in the arrival document.
04:18So I am actually all queued up there.
04:20So kind of far down here we have it right here, Yerba Buena.
04:24So we want somebody to end up at this location on this document, not just at the
04:28top of the document like the link we just made.
04:31So first go to destination and then you want to enter an anchor ID.
04:35So you go in front of the word or paragraph or even an image that you want
04:40somebody to end up at and you enter a id=" and then give it some kind of code
04:48word like an anchor word. We'll just call this yerba and then close that and
04:52then at the end where you want them to go,
04:56it could even just be a single space if you want,
04:57you have to remember to close that.
05:00So we've made our anchor id, remember it's Yerba, and I am saving changes.
05:05Now we are going to go back to early_ history and down here right by Yerba Buena
05:10we are going to link to that anchor ID.
05:12So you start out by creating a regular link to the XHTML file, <a href=" and
05:21then the XHTML file is 03_arrival. xhtml and then you add the anchor tag, that
05:31word that you just made up, after a hash symbol.
05:34So no spaces, just append it to the end of the URL. yerba, close the quote,
05:40close the tag and then close the actual link like that.
05:45Save it and let's preview our work.
05:48I am going to preview this in Safari.
05:51I'll open with Safari. Let's close or hide the other applications.
05:58I made the window really small.
06:01We are going to pretend we are actually looking at it like on a Nook or
06:03something or an ereader.
06:05So there is our Native Americans links and then if we go down here, there is the
06:08Yerba Buena and when you click it, boom!
06:11You arrive at the new chapter right with Yerba Buena, right at the top.
06:16So that's how anchor links work.
06:18Finally, if you just want to make a link to a website, that's really simple to do.
06:22So if you said, "The Spanish found that Lynda.com is fantastico!" Fantastico!
06:34We want somebody when they see lynda. com to be able to tap it or click on it
06:38and it will bring them to the actual web site, assuming their ereader will let
06:41them go to a web site.
06:43So we surround lynda.com with the URL. <a href=" and now we don't need to
06:51actually enter this document. We just want the entire website address.
06:55So lynda.com, close quotes, close that tag, and then close the anchor itself.
07:03We'll save it and preview this in Safari again, there you go.
07:11There is lynda.com and you click it and it starts searching for lynda.com on the web.
07:18That's how you create links and how you fix them.
07:22Now the problem with the cross- reference is that InDesign doesn't do is that
07:27often it will just have the ending part, this little id tag, and it will drop the
07:32actual URL for the cross-references.
07:35So that's typically the problems that I've seen, that you actually have to go
07:38through here one by one and add them yourself. What a pain.
07:41So, hopefully if you use that Teus de Jong's script that I mentioned in that
07:45chapter about making cross-reference links InDesign files, then that will
07:49save you a ton of time.
07:50But otherwise it's very simple to create any kind of links in the XHTML files.
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9. Converting EPUB Files to Other ebook Formats
Preparing your ePub for Kindle conversion
00:00Now that you have a validating perfectly formatted EPUB, guess what?
00:06The great news is that you are 95% of the way done in converting this to a Kindle.
00:12Now it's kind of strange that Amazon's Kindle does still does not take the EPUB format.
00:16It doesn't show it.
00:17It's got their own proprietary format known as the MOBI format which I have up
00:22here in the example files and the MOBI format is exactly equivalent to the AZW
00:28format in case you've seen that as well. They are all the same thing.
00:30It's kind of funny because actually inside each one of these files they look very similar.
00:36Let's open up our EPUB in Springy, which is our cool little utility that lets you
00:43look at the insides of files without having to actually extract them so all this
00:47looks very familiar to you: the OEBPS folder, the META-INF folder with the
00:52container.xml, and so on.
00:55Here is the same exact ebook only for the kindle and I am going to open up that in Springy.
01:03It looks just about the same.
01:04There's some different organization inside here, but that's only because I added
01:08these folders myself or I think SQL added those.
01:11But for example if we look inside the MOBI format at the content.opf file.
01:16I am going to edit that with TextWrangler and we'll turn on Soft Wrap.
01:28It's kind of the same.
01:30It is an XML file. It uses a different namespace it's called up here, but it's
01:35got the same media type and it's got the same kind of items and you can see
01:39there is a manifest and there is some metadata and there's a spine at the
01:42bottom, there is a guide at the bottom. It's 99% the same.
01:46So if you go to Amazon's web site to their Kindle Direct Publishing portal, that
01:53is the name for the program, KDP for publishers who want to publish to Kindle,
01:59you'll see that a lot of their documentation says, "Okay well what we want from
02:02you, writer or a publisher, is we want an HTML file."
02:06Convert your book to HTML using these guidelines and upload it and we will
02:11convert it to MOBI for you. Or if you insist, it can be a Word document or even a PDF. It's crazy.
02:18It wasn't until very recently, maybe in the last couple of months that they
02:22quietly started accepting EPUBs for conversion to MOBI.
02:26As I said, if your EPUB is fully validating, that's basically what a MOBI format
02:33is and they do a very good job of converting it.
02:36However, I would not suggest that you upload your EPUB directly to KDP.
02:41Even though they will take it and they will convert it for you. Because it's
02:44always better to preview it on your computer, because you want to see what it's
02:48going to look like once it's on the Kindle, and that's what this chapter is about,
02:52is how do you convert your EPUB to a Kindle and what kind of things do you need
02:56to be aware of before you even convert, because what you don't want to happen is
03:00to upload the EPUB and then have Amazon kick it back and say "This is
03:04unacceptable because there are problems."
03:06Now once you join KDP and it's very simple as you can see. You can just sign
03:10in with your own Amazon account if you have one or go ahead and create one if you don't.
03:14It's free and they welcome independent publishers or publishing companies with open arms.
03:19Then you can download a whole bunch of guidelines and PDFs.
03:22They have a very good forum that you can get into.
03:25You don't even have to log in, like you see I am guest, with lots of very busy
03:29forums, all about like how to prep your file and how you get paid and so on.
03:34If you look at those guidelines, you'll see that there are some formatting
03:37issues having to do with the EPUB, MOBI file, and the CSS itself that you
03:43should be aware of.
03:44And I kind of pulled out some of the high points.
03:46It's definitely not comprehensive, but things that you should be aware of when
03:50you are formatting your EPUB for the Kindle is first of all every EPUB has to
03:56have a standalone cover image and it has to be exactly 600 pixels wide by 800
04:02pixels tall and it has to be a JPEG.
04:04So you need to get that cover image into its own JPEG file and this is
04:10actually something that you also need to do for iBooks, is that they're going
04:13to want to know what is the cover image, but when we talk about actually
04:17submitting your ebook to the iBookstore, they just want to know where is the
04:21cover image and then they will go ahead and write the code for you, if you
04:24don't want to do it yourself.
04:25But it also has to be referenced in the content.opf file.
04:30So they give you in this guideline instructions about here are the three lines
04:33of code that we want you to enter in the metadata and then the spine, and I'm
04:37going to show you a faster way to actually do this in a little bit.
04:41A navigational table of contents that you are all familiar with right now,
04:45toc.ncx, is required and that's not a biggie.
04:48Your EPUB I am sure has one already, but also they require a content TOC like
04:54a first page or some page in the beginning of the document that has links to the chapters.
05:01Because in the Kindle interface there is a button or a choice that the users
05:05press to see that, so they want that. Ot has to be part of it.
05:08If you don't have one, they are going to kick it back.
05:10As far as formatting is concerned, you may have noticed this if you have a
05:13Kindle, but by default all paragraphs get a first line indent of a quarter inch.
05:18If you don't set anything for the text indent, then that's what's going to happen.
05:22So you have to remember in your CSS to set a text indent of zero, for example, if
05:26you don't want them indented or some other measure, and of course if you don't
05:29want it zero then you are going to have to add some margin space because
05:33otherwise you are going to have this one big block of text.
05:36They don't put space in between paragraphs by default.
05:39Also everything is fully justified, left and right.
05:41Now Kindle 1 users, were able to turn that off. Kindle 2 users are not able to
05:46turn that off and who knows what's happening with Kindle 3.
05:49I have heard it says in the documentation that you can use CSS to overwrite.
05:53So you can say the text should be left aligned for paragraphs in your CSS, but
05:58I've also heard that sometimes it doesn't work. So be aware that.
06:01That is an ongoing issue with formatting your EPUBs for a Kindle.
06:05Also float, they don't support float in CSS.
06:09So in other words anything that would use float like say a drop cap and also
06:12runaround text wrap sort of things doesn't work.
06:15So let me show you how to add that cover image.
06:18I am going to come over here to Finder where I have a file called fix cover.
06:23Now here is my cover.
06:25This image is exactly 600x800 pixels and here is my coverless EPUB.
06:30I am going to open this with our friend Sigil.
06:36One of Sigil's greatest features is that it saves you from having to actually
06:40get in there and write code in those content.opf and the toc.ncx files.
06:46You just have the user interface.
06:47For example if you want to add the cover image, you click in front of the
06:51heading of your first file, you go to Insert > Image, choose your image,
07:03right there, and that puts it right on top of the text.
07:07Don't worry about it.
07:09At this point what you want to do is in the Images folder over here, you see how
07:13it added it to the Images folder.
07:15Select it, right-click, and choose Add Semantics, this is the Cover Image.
07:20That actually wrote all the code that we need in our content.opf file.
07:25Finally, with your cursor still blinking, after this image go back up to the
07:30Insert menu and choose Chapter Break and it creates a new XHTML file and
07:36again adds all the information for the manifest and the spine to the content.opf file.
07:41That's the end of story. Then you can just close it. Isn't it great?
07:46So let's see what that looks like.
07:47I am going to open up my finished one here.
07:53There is the cover image and there are all the links for the navigational table of contents.
07:59So that's very simple. Just a few things that you need to do to add to your
08:03EPUB before we go ahead and convert to Kindle, which I'll be talking about in
08:07the next few videos.
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Converting with KindleGen and Kindle Previewer
00:00Once you've prepped your EPUB file for optimal conversion to Kindle, as I said in
00:06the previous video you really shouldn't upload it directly to the Kindle Direct
00:10Publishing Portal, even though they'll take it and they'll convert it for you.
00:14It's really better to convert it on your Desktop.
00:16Now there is a wonderful program called Caliber that is famous for being able to
00:20convert formats of ebooks from one format to the other and that can take an HTML
00:25file or an EPUB file and convert it to MOBI, sometimes even back again.
00:29While that's a great program and I have used it, Amazon themselves is really
00:33pushing for users to use their own conversion software.
00:37In fact, they say that in their publisher's guidelines that only the Kindle
00:41converters are officially approved.
00:44So, I figured I might as well show you how those work and they do work very well.
00:47If you go to the Kindle Publishing Programs page at this URL up here, it's kind
00:52of hard to find because you know, this Kindle Publishing Programs there is all
00:56different iterations around their site.
00:58So take note of that URL because if you scroll down, this is the hiding place
01:05for all their software.
01:07So what you want to do is you want to download first of all KindleGen.
01:11This is the actual guts of the conversion program.
01:14It's command line software, meaning it runs in the CLI interface of Windows or in
01:19Terminal of Macintosh.
01:21But don't worry, you are not actually going to have to run it in the command line.
01:24But you should download this and you have to agree to the terms of use
01:28and then download for Windows, Linux, or Mac OS 10.5 and above, and it has to be an Intel Mac.
01:36Read the installation instructions because it will tell you to make sure to run
01:39your software update.
01:42In addition, we have the Kindle plug- in for InDesign. While we are here.
01:47This is a beta plug-in that actually works quite well.
01:49I am going to show how to use that in the next video.
01:52It works with either CS4 or CS5 of InDesign, so go ahead and download that.
01:57Then down here you want to download the Kindle Previewer 1.5. This is fantastic.
02:02This is something that Apple should have for iBooks.
02:06This is an actual previewer for the Kindle. It converts your images to grayscale
02:11just like current Kindles are right now and you can see it right on your
02:14Desktop. We are going to take a look at that as well.
02:16Kindle Previewer works in concert with KindleGen, that command line stuff.
02:20So, download all this, install it, and then come back here.
02:24Now in my Finder here or in Explorer if you have downloaded the Exercise Files,
02:30I have a few versions of the same EPUB file.
02:33So we are going to see like you have your final EPUB, right here we are going to
02:37call it stage1, and we're going to run it through the conversion software.
02:42The way to do that is to start up the Kindle Previewer app.
02:46So I am going to go to Applications, go down to Kindle Previewer,
02:51and double-click it.
02:52So this is actually, if you have a MOBI file you could open it right up here and
02:57it's going to show you it as you're looking at it on a Kindle.
02:59But we're going to choose Open Book and point to our EPUB file, stage1, and open it up.
03:11What happened?
03:12It failed to compile the book.
03:14I'm actually going to show you how the different kind of messages you are going to get here.
03:18This is always a sad thing to see, but you have to click this downward pointing
03:22arrow here under Compilation Details to see if you can figure out what happened.
03:27Look over here on the left and scroll down. You don't have understand everything
03:31but it's kind of understandable, but at the very bottom you'll see Error,
03:35The book title was not set.
03:37Please call the set_book_title() function.
03:40Well actually all you need to do is open up your EPUB in Sigil or open it up in
03:46XML Author and go ahead and add the book title to the metadata in the
03:52content.opf file, something that we've talked about in a number of videos.
03:56Do that and then try again.
03:57So I've already done that and here in the Exercise Files we have added the title
04:05to stage2, so we are going to open up stage2.
04:08From Kindle Previewer, Open Book and come back here, stage2, open it up.
04:16It has successfully compiled the book.
04:19That's always good news but there are warnings. That's not good.
04:22You know it's interesting that it will compile the book but it will give you
04:26warnings that could make Amazon reject the book after you submit it.
04:29So never upload a book that has warnings.
04:32Let's see what the warnings are.
04:35Scroll down. You can see that it's adding the metadata where it wants.
04:39It's parsing files. Cover.
04:41I forgot to specify the cover image!
04:44Remember, I showed you how to do that in the previous video under prepping your
04:47EPUB file for Kindle conversion.
04:50I have already done that to the stage3 file, this guy over here.
04:55So we are going to go ahead and open it up and go back to KindleGen,
05:01stage3, click Open.
05:04It has successfully compiled the book, nothing about warnings.
05:07If you want to check for yourself, everything looks pretty cool.
05:11Just click OK and the output file has been generated here.
05:15It's actually pointing to this folder.
05:17Let's actually take a look at it over here and it opened the book, but I want to
05:21show you what it did, is it just made a little folder and it gives you the date
05:25of when I created it.
05:26So it's really nice that it gives us those names for those versions as you're testing.
05:30Now let's take a look over here.
05:32So notice that it actually changes the view to grayscale and if you page through
05:37the document you can see what your book looks like on a Kindle.
05:43Now there are still a couple of things missing in this one.
05:45I actually made a final one down here.
05:48Let's open Kindle Previewer.
05:49We want to open up the one in the final folder.
05:53So come back over here in final. In addition to showing the cover, like if you
06:05click up here you can see that cover, then we also have little icons that stand
06:10for the linked table of contents.
06:12Remember I said that was required for them, that you need to have a TOC page
06:16that you've done yourself with links, and then also here is a navigational table of contents.
06:21So if you have a Kindle, there's a button that you press to see the TOC and here
06:25is navigational table of contents, and you can click and jump over there.
06:31Then under Devices you can say well, let me see what this would look like if I
06:34was looking at Kindle on the iPhone.
06:36Aha! So you can see what your formatting is going to look like and how it's going
06:43to change the cover.
06:45So it's really cool.
06:46You need to download KindleGen and Kindle Previewer and that's one of the best
06:51ways to convert your files from EPUB to the MOBI format.
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Using the Kindle plug-ins for InDesign
00:00Now I really think it's pretty cool that you can export to EPUB from InDesign
00:04and then use KindleGen and Kindle Previewer to convert that to a MOBI file.
00:09But you know what's even cooler is being able to export directly from InDesign
00:14to MOBI, and in fact Amazon is offering a beta plug-in for InDesign users.
00:20You just have to know where to find it.
00:21So if you go to this URL or if you just find for Kindle InDesign plug-in, this
00:26will be one of the top hits.
00:27If you scroll down past Download KindleGen, you'll see this, download the Kindle
00:33Plug-in for Adobe InDesign. Right now it's at version 0.91 in beta.
00:37It's been there for a couple months.
00:39They have been paying some attention to it but it's not something they're
00:42putting a lot of effort into.
00:44Agree to the terms of use and make sure and read the installation instructions
00:49and realize that it only works on CS4 and CS5.
00:53On a Mac you have to make sure to run this security update. There's more
00:56information about that. On a PC you don't need to worry about that.
00:59Agree to the terms of use and download. Notice also it only runs on Intel Mac,
01:04so if you don't have Intel Mac I am sorry, and you have to be running Leopard or
01:08Snow Leopard at this time.
01:09Anyway you downloaded it, it comes with an installer, you double-click it, and
01:13the same package will install on any copy of InDesign CS4 or CS5 that you have installed.
01:18Pretty simple. And there is an excellent little guide that you should download in PDF format.
01:24But the plug-in itself is nice and simple. Let's take a look.
01:27If I go to InDesign and I have already installed it, so you can see that it
01:32added it here, Export for Kindle, right next to Export for Digital Editions and
01:38in a book, which is what we are usually dealing with and InDesign CS4, Export for
01:43Kindle is also available right here. Export Book for Kindle. Pretty neat eh?
01:47Now this book, California History, is one that I've dealt with a few times in this
01:51title so far, but I want you to notice that I took out the internal table of
01:56contents, which I covered in a different video.
01:59The reason is because the plug-in itself will build that table of contents.
02:03Remember it's one of the things that Kindle really wants in that book and it
02:06will create it itself, which I thought was really neat.
02:10So we are just going to go to the Book panel, choose Export Book for Kindle, and
02:15we'll save it right on the Desktop.
02:17Do you want to Include InDesign TOC entries? Of course you do so I am going to
02:21say Basic TOC, and where is the cover image? I already created a cover image for you.
02:26It's the 600x800 that they require and it's in the Exercise Files, so I'll just
02:31select that. And then what Title did you want? We will say California Stories.
02:36We want to view the ebook after exporting and it's going to automatically
02:39open in which ever program that we have set as the default to look at Kindle
02:44or MOBI format books.
02:45So if you're using Caliber, it's will open there. If you have Kindle Reader it
02:49will open in that one.
02:50We'll just see what happens.
02:52I'll click Export and it opened up in my Kindle Previewer.
02:55So here is the ebook and as I page through, it looks pretty good.
03:00I can resize and it wraps just like in an EPUB.
03:03I can choose let me see the cover.
03:05There is the cover.
03:07Let me see the table of contents and here's the table of contents that
03:10it created on its own. It works great.
03:13But I also like to look at my MOBI files on the Kindle Previewer, so let me
03:17start up that program and we'll open up that MOBI file here.
03:26Here we go, let's hide everything else to make it nice and clean.
03:31So this is as though we were looking at it on a Kindle like we did in the last
03:34video and we can drag to different locations, and here is the navigational table
03:41of contents that it would show if you pressed whichever secret button the Kindle
03:45wants you to press and then here is the content table of contents that it
03:49created on its own.
03:51If we want to see what this looks like at an iPhone for example, we can go up to
03:55devices and say let me see what it looks like on a Kindle for iPhone and it
03:58resizes it to the size of the display on an iPhone, which I think is so cool.
04:03So exporting to EPUB and then converting to MOBI is one thing, but I just love
04:08being able to export directly from my InDesign file right out to the MOBI file
04:13and see what it looks like on my Kindle.
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Converting for other resellers
00:00Just like Amazon has its own set of publishing guidelines for the Kindle,
00:05other ebook resellers often have their own publishing guidelines for the EPUB.
00:10They all start from the same point, that it has to be a valid EPUB.
00:13You have to go through EPUB Checker, as I talked about it in the previous video,
00:16and it has to pass that test.
00:18But sometimes what's valid for the EPUB Checker is not valid for the reseller.
00:23So for example if you want to resell on the iBookstore, you want to be
00:27an iTunes publisher.
00:28Apple publishes a very voluminous 60 or 80 page PDF with what's allowed and
00:34what's not allowed inside EPUB beyond validation.
00:38For example, you have some ability to include different font faces.
00:41You can include some video and audio and they have special specifications for
00:46the cover, that kind of thing.
00:48Now unfortunately you can not see those publishing guidelines until you
00:52actually join the program.
00:54It is free for you to join the program and then you can get and work with them,
00:57but because you have to join the program before you can see them, I can't really
01:00show them to you here on the screen.
01:01We will be talking a little bit more about getting involved with the iBookstore
01:06as your own publisher in the next chapter.
01:09If you want to see publishing guidelines for other ereaders or sellers like the
01:14Sony reader bookstore or the Kobo bookstore,
01:17unfortunately they really want to work with large publishers only. If you have
01:22say less than 25 titles then they want you to use an aggregator and those
01:27aggregators very seldom take EPUB files.
01:30The only other big major vendor that is completely open to working with
01:34individual publishers is a Barnes & Noble and the Nook, which is really cool little
01:40ereader that comes in many different sizes and form factors. And there are
01:45just a few different kinds of things that you want to do to you EPUB before you
01:49upload it to the Barnes & Noble Nook store.
01:52First of all of course you should download and install the Nook reader for your platform.
01:59So for example you can install it on an iPad. You can install it on your phone.
02:04I like this Nook for PC and other devices, so Mac users we are other devices.
02:11You click here, then you can download it for the Mac and for the Blackberry.
02:15Now it's not the same as the Kindle Preview. You are not going to see what it
02:19would look like exactly on the Nook.
02:21It's just more of a way to access the books that you purchase from the Barnes &
02:26Noble Nook ebook store on these devices, because most of the books they sell
02:31have DRM, digital rights management.
02:34So you can't just send them around willy-nilly and share them.
02:37But it is important that if you want to EPUBs there, that you have some method
02:42of seeing what it's going to look like and a reader that at least shares some of
02:45the same code as the actual ereader device.
02:48If you follow the links to their PubIt bookstore,
02:52PubIt is their special program for smaller publishers and authors to upload
02:58EPUBs and they are very open, the Barnes & Noble people. If you come down here you
03:04don't even have to register. You can learn more about the service, especially,
03:10check this out, the Formatting Guide.
03:14You could click on the EPUB Formatting Guide and download a very nice little PDF
03:18that gives you some information about if you want to format your EPUB for the
03:22Nook readers. Here's what we suggest.
03:24Basically if you have a valid EPUB already they're good to go.
03:28They don't have any special requirements for the cover but if you have a cover
03:33that's been called out separately like we just did for the Kindle or like you
03:36might want to do for the iBookstore,
03:37it will be fine with them.
03:39They did have a little bit of information thought that I thought was interesting.
03:43Let me show you how we can edit an existing EPUB to better work with the Nook.
03:48Apparently unlike other ereaders, it doesn't add some margin around the page
03:55edges, so your tax will run right up to the edge of the screen and then they want you
04:00to add a little bit of margin around every page, and they actually give you the
04:04CSS code to add to your CSS file.
04:06So I'm going to ahead and open up this EPUB. Let's just open it up in Sigil where
04:12we can get to the styles right here. Let me make this type size larger. The code is this.
04:24You hit Return and use the @ symbol and type page and this is actually a
04:30page selector and then we use our usual bracket, and you want to add some margin settings.
04:36And this will add it around the outside edge of every "page" that the ereader
04:42shows the person reading the book.
04:44And they suggest margin-top 30 pixels, not ems, margin-left, 30 pixels, margin-
04:55right 30 pixels and then on the bottom, a little bit less, margin-bottom 20 pixels
05:06and movies and then we will just end it there.
05:08As far as I can tell, I have tested the same kind of CSS on an iPad and
05:13converting it to a Kindle doesn't cause any problems. It's completely
05:16compliant with the EPUB specs.
05:18So this should be good to go and this will prevent the text in your EPUBs from
05:23running up to the edge of a Nook.
05:25We will just save it and close it.
05:27And then this is what you would submit to the PubIt account that you have at the
05:32Nook bookstore, and if you want to see what it looks like, here I have downloaded
05:35the ereader. We will go ahead and open it. A Brief History of San Francisco.
05:43So you need to give this for the major retailers that you are going to be
05:49distributing your EPUB through. Go to the web site and nose around and see
05:53if they have a set of publisher guidelines for you.
05:55That way you won't run into any unpleasant surprises when your EPUB looks a
06:00little bit off on the different ereader devices.
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10. Distributing Your ebook
Getting an ISBN for each edition
00:00Every book that's for sale needs to have an ISBN, and an ISBN is 13 digit
00:07number, nowadays, that's a unique identifier for books and even book-like
00:12products like audio books and it establishes and identifies one title or one
00:18edition from one specific publisher.
00:20So if you enhance, for example, a print version of the book and a digital version
00:26of the book you need two different ISBNs. One for each one.
00:30Now I know that those of you listening who are in the book publishing business,
00:34maybe you are just the InDesign people working for a publisher, you really don't
00:38need to worry about this, but I know that there are a number of people watching
00:41this title who are independent authors or small publishers and maybe have never
00:46actually published a book on their own before and it is important that you
00:51purchase your own ISBN and assign them to your e-books. Even if it doesn't have a
00:56print edition, you need one for your e- book, even if you are just going to be
00:59publishing as a PDF. There is this whole international ISBN organization.
01:05The one for the US is Bowker over here at this URL, www.myidentifiers.com.
01:12So if your company or yourself is based in the US or one of its territories, this
01:17is where you purchase an ISBN from and this is actually very good site.
01:20It has got some really good guidelines over here in the right that you can download.
01:24And then to actually get the ISBN you go over here and choose Buy an ISBN.
01:29If you just buy one at a time, it's not cheap.
01:31Especially if you are going to be selling your e-book for something like you
01:34know $2.99 or even $9.99, you need to sell quite a bit to get this. I would recommend
01:40that you buy at least a block of 10 if you can possibly afford it, because then
01:44they go way down in price, and if you create one for the Kindle and one for an
01:48EPUB and one for PDF, that's three different ISBNs right there.
01:52So you are probably going to be using them a lot.
01:55It's not required that you buy an ISBN. I think the only reseller that I will be
02:00talking about this chapter they require you to have your own ISBN is the Apple
02:05iBookstore and even then only if you decide to publish directly through them as
02:10an iTunes Connect publisher.
02:12You can also get books into the iBook store by working with an aggregator, which
02:16we will be talking about in this chapter as well.
02:19But if you publish your book say through Amazon Kindle bookstore, it's optional.
02:24They can assign your own ISBN number. Same thing with the Barnes & Noble Nook.
02:28It's optional. They can assign their own ISBN number.
02:32Even if you decide to publish your ebook with the iBookstore using an
02:36aggregator, a lot of the aggregators as third-party companies include the cost of
02:41an ISBN number, because they are buying them I guess in blocks of a thousand.
02:44So it's not the same thing as copy right. Even if somebody assigns their own
02:49ISBN number through your book, you still won the copyright to the book or
02:53however you are working at the rights.
02:54So they are not really related that way.
02:56It's simply a unique identifier for the book.
02:59Now if you're not from the US you need to go to ISBN-international.org/agency
03:07and locate where it is the you purchase your ISBN numbers from.
03:11So you just choose a country from this drop-down list.
03:15Let's say I'm from Belgium and I speak French, then it shows me where should go
03:20and the email address and web site.
03:23Ah, well I understand that perfectly.
03:27But that's what you do to is you go through the different individual countries.
03:30While I was nosing around this international ISBN website I came upon this
03:35wonderful FAQ about guidelines for the assignments of ISBNs to ebooks.
03:40This is really good a really good reading.
03:41For example if saying that if you have published an e-book that has DRM, digital
03:46rights management, and an exact same e- book and exacting format that doesn't have
03:50DRM, you need to have two different ISBN numbers, one for each one.
03:54Because an ISBN conveys not just the exact edition and publisher and title of a
04:01book but also the rights that go along with the book.
04:05I think that over here on the homepage for Bowker one of these links is a PDF of
04:12the same thing. Guideline for the assignment of ISBN to ebooks.
04:18So I'm hoping that ISBNs are our not so much of a mystery anymore and I think
04:22you should go get yourself one. Or a dozen or a few dozen.
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Getting your ebook into the Kindle Store, iBookstore, or NOOKbook Store
00:00The three major ebook resellers that currently welcome independent authors and
00:06small-to-midsize publishers to work directly with them are the Amazon Kindle store,
00:10the Apple ibookstore and the Barnes & Noble Nook store.
00:16Now there are other ebook resellers like the Sony Reader store which is
00:21very large, to Kobo bookstore, but they are more geared to working with
00:26larger established publishers who already have hard covers or physical
00:30books listed with them.
00:32If you are an independent publisher or you have fewer than five or ten ebooks
00:36that you want to publish and you go to their website looking for guidelines they
00:40have a page up that tells you which aggregators to work with, they want you to
00:45be managed by a third-party;
00:46they don't want to deal with you directly.
00:48And I'll be talking about working with an aggregator later on in this chapter.
00:51Let's take a look at what's required out of becoming a direct reseller for each
00:57one of these vendors. For example;
00:59for the Amazon Kindle store you just need to go to this URL kdp.amazon.com and
01:07it's very simple to get started with, you just sign-in with your Amazon
01:10account if you have one already, and if you don't, you can set one up on the
01:14fly, and then once you get in then you are able to just upload your books
01:19through a very friendly portal.
01:21Now we are not able to show what a lot of these sites look like internally
01:25because they're private, but I can give you some general information.
01:29First of all in order to set up the account you're going to have to fill in a
01:34tax ID, that means your Social Security number or if you're a Corporation you
01:38want to register as a company that means your Employer Identification Number.
01:43If you don't have either one of those or say that you live outside of the US,
01:46you can still sell your books through the Kindle bookstore, but you are going to
01:49need something called an Individual Taxpayer Identification Number.
01:53And this is something that most of the other resellers will also require, and
01:57it's actually very simple to get, they have instructions, I just wanted to show
02:02you I jumped over here really quickly, if you go to the irs.gov and just look
02:06for Form W7, that is the form that you fill out, it's actually pretty simple, I
02:11actually downloaded it here.
02:13Kind of like the USW9 form, and what they're going to do is they are just going
02:18to give you a nine-digit code that you can then enter during your applications
02:22for the Kindle bookstore or the Apple iTunes ibookstore, and all they really
02:27want to know is you know where do you live, why do you need this, and are you
02:31who you say you are?
02:31They are going to want a photocopy of your passport or something like that.
02:35There's full instructions here, but I've talked with a number of people who
02:38have filled this out because at first it was very off-putting and they said
02:41it's actually not that big of a deal and we are able to get their ITIN number in a few days.
02:46So let's go back to Kindle Direct Publishing.
02:49Even if you have not yet become a member of KDP you can go ahead and find out
02:54more information about how it works and you can get to the Community forums,
02:58it's actually pretty robust.
02:59When you do have your EPUB ready they will take it in either EPUB or MOBI format
03:05or actually just about any other kind of format HTML, DOC, but of course what's
03:09great is that they will take your EPUB format.
03:11You're going to ask for some metadata like the title, the description, you have
03:16up to 4000 characters to enter description.
03:19The author, the contributors, when it was published, and ISBN is optional, if
03:24you don't have an ISBN, they will assign one for you, to use, just for the
03:28Kindle edition, and they want to know if it's public domain or if you have
03:32publication rights, and it's just like a little checkbox, so you can actually
03:35put together something that's public domain on the Kindle bookstore.
03:39Then the royalty rates are pretty well known, it's 70% to you as the publisher
03:44and they keep 30%, they actually do charge a little bit for downloads, so that
03:49if you have a huge book, it might be a few cents, it's going to be deducted.
03:53And by the way that 70% split 70- 30 is only for ebook that you price
03:59between $2.99 and $9.99.
04:03If it's less than that or more than that, then the royalty rate goes to 35%.
04:08So all this as detailed in the Terms and Conditions and Pricing Guidelines, I am
04:12just sort of giving you currently as I am recording this what the deal is.
04:16Let's just review that really quickly.
04:19So with the Amazon Kindle store, this is where you go to apply, they need your
04:23tax ID, they're going to pay you the royalties by the way by an electronics fund
04:27transfer or by check.
04:30So this is actually important because I have talked with some other publishers
04:32who they really prefer working with Kindle because they are the only ones who
04:36don't require a US bank account, they will be happy to send you check, of course
04:39they seem to find and print, it will cost $8 per check.
04:42And then if you want to read the Publishing Guidelines PDF I have seen it linked
04:46to publicly, so here is the URL if you want to grab it, and it's just basically
04:50like how to set up your EPUB or your HTML files in order to make the best
04:54looking Kindle edition possible.
04:57Let's talk about the Apple iBookstore.
04:59If you want to work directly with Apple you might want to come here first,
05:03this is the FAQ for book publishers, and I think I showed this page in another
05:07video and the very first question is how do I apply, and there is a link
05:11directly to the application.
05:12The application is done completely online;
05:14it's not onerous at all.
05:16And then it also has a link to aggregators.
05:19So if you'd rather not go through the hoops and it is kind of technical actually
05:25of uploading your ebooks to the Apple iBookstore, a little bit more difficult
05:30than the Kindle or the Nook, then you might want to work through an aggregator.
05:34So if you click here you will see a list of Apple-approved aggregators, these
05:38are third-party companies who have been approved by Apple to take your EPUBs and
05:43then get them onto the iBookstore and you can click through to here.
05:46We are going to really talk about aggregators in more detail later.
05:49But let's say that you actually do want to apply, so you click that Apply
05:53button, you brought here to this page where it says, what kind of thing do you want to sell?
05:59And you choose Books, and click Continue, and then it tells you the technical
06:05requirements and this -- I know it's surprising to a lot of people, but
06:08technically you have to have a Macintosh to publish on the iBookstore, because
06:13in order to upload your EPUBs and filling all the metadata, it's an Apple
06:17Macintosh application, it's not something you do online, which is how the Kindle
06:22handles it and how Barnes & Noble and lot of the aggregators handle it.
06:25It's an actual standalone application that requires an Intel Mac an operating
06:29system 10.5 or later.
06:31I have talked with some publishers who are completely PC-based and they are
06:34like, we have to buy a Macintosh just to work with the iBookstore.
06:38The iBookstore does require that you have an ISBN for every EPUB that you upload
06:43to them and of course they want you to deliver it in EPUB format they will
06:47accept no other format and it has to pass EPUB check, this is the EPUB
06:52validation that I talked about in a couple of videos.
06:55So you fill the application and give them your tax ID number and all that stuff
07:00and once you're accepted which should take just a few days you're given a URL
07:04where you can login and access what's called the iTunes Connect portal.
07:09It has links to report, and you can download iBookstore EPUB templates, it has a
07:13Publisher User Guide PDF with sample EPUBs, it has lots of interesting EPUB and
07:19CSS coding information to like include fixed layouts in your EPUBs for the iBook
07:25application, I will just announced this past week and/or multimedia you can
07:29actually include video and sound in your EPUBs.
07:33But that will only work with the Apple iBookstore with EPUBs for the
07:36iBookstore edition.
07:37So you get a lot of great information once you get accepted and then
07:40unfortunately I can't share any of these URLs with you because they are all private.
07:44But they do have a similar very generous kind of revenue-sharing model as the Kindle.
07:51It's 70% royalties for books, there is no 70% just in this one range and then
07:56less in other ranges, it's just like how it is if you're selling apps for the
08:00iPhone or something, it's 70%.
08:03You can even set a price to zero, if you want people to be able to download a
08:06free EPUB that you publish.
08:09The royalties that they payout to you are paid by Electronic Fund Transfer only.
08:13So it is required that you have a US bank account.
08:16And again so if you are an international publisher then you might want to
08:20just use an aggregator.
08:21The other reseller is the Barnes & Noble Nook store and it's really friendly and
08:27accommodating for independent authors and publishers, they of course have other
08:31programs for the big publishers but for the vast number of people who are
08:36getting all into digital publishing of their own books or they are small
08:39publishers who are converting their books to EPUB, this is very nice little
08:44portal called PUBIT.
08:46And all you need to do is login down here to create an account and you have to
08:51have a Barnes & Noble account, again it's just like an Amazon account, if you
08:54don't have one you can create one on the fly, and the only thing different about
08:57applying for the Barnes & Noble reseller account is that they want your credit
09:01card number, because they said if people return ebooks then they might have to
09:06actually charge you, but basically it's the same as what it was for us.
09:10It's like a combination of the iTunes and the Amazon requirements in that, an
09:15ISBN is optional, you don't have to purchase an ISBN, they can assign one for
09:19you, but you do need to have a tax ID number and you do need to have a US bank
09:24account because everything is just paid by Electronic Funds Transfer.
09:27So I have summarized this on this slide.
09:31This is where you go to apply, you can only upload an EPUB format again, and
09:36they have very nice guidelines for how to prep the EPUB for them which I talked
09:40about in the previous video.
09:41And then their royalty breakdown you get 65% royalties for books that are
09:46priced from 299 to 999, and otherwise it's 35% for things that are more
09:51expensive and less expensive.
09:53All these places have pricing guidelines that you really need to look at because
09:56they want to make sure that the price that you set for your digital books are
10:00not higher than your setting for print books.
10:03Some of them say, they have to be at least 20% less and they have all sorts of
10:07these breakdowns, but it's all spelled out pretty well.
10:09Whether you work with the Kindle store, the Apple iBookstore or the Barnes &
10:14Noble Nook store, it's pretty neat being in-charge of your own destiny that way
10:18being your own publisher.
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Using third-party aggregators
00:00Setting up individual publisher accounts with Apple and Amazon and Sony and
00:07Barnes & Noble and whoever, that's not the only way to go.
00:10A very good option that you might consider is working with a third party and
00:13whatvare known as aggregators and aggregators are, just like the name implies, they
00:19aggregate all of the mom and pop sort of publishers and they systemize them and
00:25manage them as a service to the large resellers. And they take a little cut or
00:31they charge a little fee and they make both people happy.
00:34They make the independent publishers because they take care of all the hard
00:37behind the scenes stuff, they make it nice and easy for people aren't really
00:40into this, and they make it very easy for the large publishers because the large
00:46publishers can rely on them for sending in quality product and taking care of
00:49things, doing all the tech support and that kind of stuff.
00:52So it's an option. In fact on Apple's website if you apply for an iTunes account
00:58and they reject, you they will send you to this URL or even during the
01:02application process they are like "Yyou know you might want to consider just
01:06using an aggregator."
01:07So this list here is what they'll point you to and it shows the different
01:11services that are approved aggregators for the iBookstore to apply.
01:16They can all create an EPUB, which kind of defeats the purpose of ours right, for this title.
01:21So we don't care about this column. They help manage all the metadata, they can
01:25help you create multimedia EPUBs, and so on.
01:29You know, the thing is though that this list of aggregators keeps changing.
01:32Six months ago there were whole bunch of other names on here and they're gone and it is a mystery
01:38in the industry as to why like for example one of the biggest ones, there was
01:42Lulu Books and there is still a way to use Lulu to get your books on the iPad.
01:46I am going to show you that in a minute.
01:48So you are not really limited to only these Apple approved aggregators as far as
01:52I know and unfortunately they are not that friendly to independent publishers
01:58who want to supply their own EPUBs.
01:59They are more for like an independent author, like Smashwords.
02:03Smashwords is a very cool company.
02:05They've been around for a while.
02:07You come to this beautiful webpage, how to publish e-books in the Apple iPad,
02:13iBook store and if you scroll down you'll find this sentence over here that
02:18stopped me in my tracks, "Your book must be uploaded to Smashwords as a
02:22Microsoft Word doc file."
02:24No, you can not upload a PDF or EPUB or MOBI as your source file. What they do
02:31is they give you this fantastic Microsoft Word template and as long as you only
02:35apply the styles in the template and use the fonts and all of the other
02:39instructions, then they take that Microsoft Word file and they run it through the meat grinder.
02:46So that is one of the aggregators, which is really not what we're interested in.
02:51If you go to one of the older aggregators, which as far as I know they're still
02:54working, like Lulu.com they were very well known for doing print on-demand books.
03:00So you could sent them a PDF or even a Microsoft Word document and choose
03:03different designs for the cover in the interior and then send people to a
03:07Lulu.com link. Somebody buys your book, lulu.com will charge $20 for the book and
03:13then give you eight, and they only print as much as people order.
03:16So they have gotten into the digital publishing realm as well. In fact they can
03:20be a big help in giving your help in giving your books on to the iBookstore.
03:23So this is what they offer. They include ISBN; you don't have to get an ISBN number.
03:27They do sales reporting, they do the document conversion to EPUB if you want, though
03:32they will accept an EPUB.
03:34But down here you will find out like as a publisher if you have your own ISBN,
03:38you want to a little bit more control, you have to have at least 25 titles good
03:41to go. Otherwise you got to come over here and use For Authors.
03:44But whether you are an author or publisher because it's the same. lulu.com takes
03:5020% of the money that Apple gives you as royalties.
03:55So they handle all of the stuff about getting your book into the iBookstore and
04:00they handle all the math and reporting stuff with the iBookstore with Apple,
04:04then your account is with lulu.com and you find out how much money the royalties
04:09were coming in from the iBookstore. lulu.com icon takes 20% automatically and
04:14then sends you a check or does an electronic file transfer and so on.
04:17But it's kind of neat because your content is there and should you decide to
04:21actually publish a print book, they're good to go to help you out with that.
04:24So it's actually a pretty cool company. I just wanted to point out that there
04:27are many e-book aggregators and I think it's worth it to you investigate this
04:32for a little while and check out what they offer.
04:35Like this company Bibliocore.
04:37These people are so nice. They are right upfront.
04:40I like the plain English language on their webpage about how does it work,
04:44how much does it cost.
04:46If you want to send them an e-book to get on the iBookstore, it would have to
04:49be on EPUB, have no unmanifested files, and that means-- I am sure you all know
04:54what the manifest is.
04:55It's part of the content.OPF page. It lists all files that are in the EPUB.
05:01So don't want to have any extra images, for example, that are not listed in the manifest.
05:05It has to have an ISBN number and it has to be valid.
05:09It has to pass EPUB checks and so on.
05:11Now these people they don't charge or cut of the profits What they do is they
05:15charge so much per year and then less than that for successive years.
05:19Unfortunately they don't say on their website, they are not upfront with exactly
05:23how much they charge. They want you to submit the application but I did talk with
05:28them and it's pretty decent.
05:31One of similar to them is called BookBaby and these people do say exactly how
05:34much they charge right upfront.
05:35Right now they have reduced the price to $99 a year. That's for the first year.
05:40That's per book and then after that if you want to keep the book going with them,
05:43 then it's like $19 year or nine dollars year and you can find out more here but
05:48what I like is that you can upload an EPUB but they will also make it available for
05:53the Kindle and the Nook and Sony Reader.
05:55So they are an aggregator for the Sony Reader bookstore and they have a
05:59very nice e-publishing guide that you might want to download and learn some things from.
06:03So if you are considering going with an aggregator, I think it's worth your
06:06time to investigate at least two or three of these companies. You want to make
06:10sure that they can take your EPUB file and that they have a good track record
06:14of being honest and upfront with all the authors and publishers that they work with,
06:18that they are responsive to your enquiries, and that they have been
06:21around for a while.
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Selling from your own web site or ecommerce site
00:00There is nothing forcing you to sell your EPUBs or your ebooks on a reseller
00:06site or having to be exclusive on that site, unless their terms and conditions
00:10say that it has to be exclusive.
00:12You can always sell it on your own website.
00:14So create your EPUBs and write up some instructions for people about how to read
00:18the EPUB, point them to some ereaders, or to Ibis Reader or something like that. Sell it yourself.
00:25You don't even have to be a programmer.
00:27You can use a service like eSellerate that we're looking at right now on screen.
00:32eSellerate is a website where a lot of small independent software developers
00:36will sell their plug-ins, and extensions, and scripts and things, because it is
00:40very easy for an independent user to get started with them.
00:43You upload your files to them. They have pretty good user interface for
00:46assigning an SKU and assigning discount codes and so on.
00:50And then you just link to the eSellerate site and create your own store.
00:54I'll show you a couple of examples in a bit.
00:56A competitor of the eSellerate that you may have already used is Kagi.
01:00Kagi is often used to sell software, but both these places can sell anything digital.
01:05So either use eSellerate or Kagi or another solution provider, any kind of
01:10ecommerce provider that has the ability to store digital media, so that when
01:16people purchase it, they can download it from that site.
01:18That's what you're looking for.
01:20I did a search on Kagi and I found that here is an example of somebody who is
01:23selling EPUBs using the Kagi store.
01:27The system lets you modify what the store looks like quite a bit and really
01:31customize it or you can even integrate it into your own website if you'd like,
01:35rather than sending somebody to an outside service.
01:38Here is another publisher that's using eSellerate, Take Control, and here's
01:42their catalog. So they're just starting to move to from PDF to also offer EPUBs.
01:49But if I click here, Take Control of Working with Your iPad, to the actual
01:54book page where we have lots of great information and if we want to buy this,
01:59you click Buy eBook.
02:00And it brings you to the eSellerate store page, where the purchaser can enter in
02:06their name and their credit card number and then download the ebook.
02:10In fact, on their blog that I co-host, indesignsecrets.com, we have a store here
02:15where we're reselling PDF ebooks in our eSellerate store.
02:19So if you want to purchase this book than you just find the link to purchase it,
02:25and it brings you right to our eSellerate store with a full description and
02:29buttons to buy it and so on.
02:30So once you have your EPUB ready, you're not beholding to these resellers.
02:35You can go ahead and start selling it immediately on your own.
02:37Kagi and eSellerate, they normally don't charge any kind of fee to get started with.
02:41They just take a percentage or a few cents from every transaction.
02:45So it's a really great way to set up your own ebook store on your own web site.
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11. Keeping Up with the Field
Next steps
00:00Well thank you so much for sticking through this.
00:03We tried to cover everything about EPUBs and Kindle publishing as of today.
00:09We are at the very beginning of this digital publishing revolution and I'm sure
00:15that five months from now there's going to be all sorts of new things that we can do
00:18with CSS and EPUBs and new tags they support and ways to sell it.
00:23So let me tell you about more resources that will help you keep up to date with his field.
00:27First of all on lynda.com there are some really great video titles on CSS and as
00:33you have learned, CSS is a big part of EPUB and Kindle format publishing.
00:38So there is a good one called creating a CSS Style Guide: Hands-on Training and
00:43id you're working with Dreamweaver it will apply to any kind of CSS that you
00:48are doing, not just Dreamweaver CSS.
00:50There's another one called CSS Crash Course by SitePoint and though it's a little old,
00:55I think this looks like a very accessible course for people who are not
00:57familiar with CSS at all.
00:58How to format text, what is a selector, what's inheritance, all that
01:03stuff applies to EPUBs.
01:05Another video on lynda.com is from my friend Jim Maivald who do this great
01:10video on publishing workflows with XML and XML is very closely associated with the EPUB format.
01:19All those files were XML files and then of course we were dealing with XHTML files.
01:23So if you want to go a little bit further in setting up some sort of automated
01:27production that would result in EPUB you would definitely want to start with
01:31learning about XML and InDesign right here.
01:34Outside of lynda.com, here are some other places where you can keep up to date
01:38in this quickly changing field of ours.
01:41One of my favorite ones is on twitter.com.
01:43Now even if you don't tweet, even if you don't have an account, you can go to
01:48search.twitter.com and do a search for this hash tag EPRDCTN. It stands for
01:55eproduction and this is what everybody's posting links and asking questions
02:01about creating ebooks and Kindle books and EPUBs and all sorts of stuff from
02:07the very geekiest to just selling or working for a publishing company, and
02:11you're in charge of this a lot of stuff, about metadata, a lot of talk about ISBN
02:16numbers and resellers.
02:18So this is a wonderful place to get more information to ask questions.
02:23And a resource is that I've mentioned a few times during the course of this title is
02:27mobileread.com. I have talked about their forms and also their wiki.
02:32Their wiki if you remember was the place where it had listed every single ereader
02:36device and their pixels and their resolution.
02:38This is like a volunteer organization that people just post all the information
02:43they can and also the forms themselves are a fantastic places, whether you are
02:48simply a consumer or an author or especially though, if you keep going down here,
02:55you want to learn about ebook software.
02:57So for example, Caliber a fantastic program for converting from one format to
03:01another and that's also an ebook library manager, they do all their support here.
03:06And so does Sigil, which I used many times during the course of this title.
03:10EPUBReader is a Firefox add-on that I demoed and then there's this whole
03:14section called ebook formats with all these different informants that we been
03:18talking about and a place to ask your questions among other colleagues who are
03:22dealing with the same issues as you are and they may have already learned how to
03:25solve those problems.
03:26This is a fantastic resource and I hope to see you there. mobileread.com.
03:32I know that I mentioned a number of times Three Press Consulting. These are the
03:36people who have the website where you can upload your ebook for validation and
03:40they also came up with the Ibis Reader, online ebook reader.
03:43They have a great blog. Liza Daly is one of the owners of Three Press consulting.
03:48She's a luminary in her field and this is the blog that I check daily.
03:52I want to see daily what Daly is writing about.
03:56Another blog that I always check is Pigs, Gourds and Wikis.
03:59Don't ask me why Liz called at that, but this is another. Liz Castro wrote a book
04:05called EPUB Straight to the Point, which is all about how to create EPUBs from
04:09Adobe InDesign and Microsoft Word.
04:11And she's a coder through and through.
04:13She's well known for writing the HTML, XHTML, and CSS Visual QuickStart
04:18Guides for Peachpit Press.
04:20She has got a really great blog where when she discovers something new, then
04:23she will write about it with really good captions and sample files . She's a huge
04:28help and a huge asset to our industry. Liz Castro's blog, pigsgourdsandwikis.com.
04:34Finally don't forget to keep up with me on indesignsecrets.com where I try to
04:39write posts having to do with EPUB and everything else having to do with InDesign.
04:43If you come to indesignsecrets.com and you go to blog posts, you will see we have
04:46a section just for EPUBs, so check that out as well.
04:50So thanks again everybody and I hope to see you again soon!
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