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InDesign CS5.5 to EPUB, Kindle, and iPad
John Hersey

InDesign CS5.5 to EPUB, Kindle, and iPad

with Anne-Marie Concepción

 


In this course, author Anne-Marie Concepción shows publishers, designers, and production staff how to use the software they already use to create print books—InDesign—for the emerging ebook market. Beginning with an overview of digital publishing for the ebook marketplace, the course demonstrates how to prepare existing InDesign files for optimal EPUB and Kindle conversion. The course covers applying professional text formatting, validating EPUBs, and incorporating search-engine friendly metadata, as well as setting up publisher accounts at the major ebook distribution channels and selling ebooks directly to readers through an e-commerce site.
Topics include:
  • Understanding ebooks and ebook publishing
  • Examining the EPUB format
  • Creating customized navigational TOCs
  • Using layout order, the Articles panel, and XML tags to manage content flow
  • Formatting with paragraph and character styles
  • Creating a cover image
  • Optimizing images
  • Exporting InDesign content to an EPUB
  • Including drop caps, pull quotes, and text wraps
  • Acquiring an ISBN for ebooks
  • Converting an EPUB to Kindle, iBookstore, and Nook formats
  • Distributing ebooks with resellers and aggregators

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author
Anne-Marie Concepción
subject
Design, Digital Publishing, Ebooks
software
InDesign CS5.5, EPUB
level
Intermediate
duration
5h 56m
released
Jul 28, 2011

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Introduction
Welcome
00:05Hi! I'm Anne-Marie Concepcion, and this is InDesign CS5.5 To EPUB, Kindle, and the iPad.
00:12This course covers the complete eBook workflow for getting your InDesign
00:17contents into a number of devices and EPUB reading software.
00:21From determining which format you're planning on using, then setting up the
00:25original InDesign file to make it EPUB- friendly, to tinkering with the final
00:30EPUB in a variety of utilities like TextWrangler and oXygen Author, to putting
00:36the final file out there for publication through Amazon's Kindle, Apple's
00:40iBookstore, and plenty of third-party sites and options.
00:45I'll show you some specifics like setting up the images and other graphics
00:49for best presentation in an EPUB, adding and editing metadata and alt tags to
00:54your files, and building custom table of contents and covers for your final presentation.
01:00eBook publishing is a great way to get your work to your waiting audience.
01:04So let's get started with InDesign CS5.5 To EPUB, Kindle, and iPad.
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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.
00:12Sometimes the exercise files are just an InDesign file. Just open that up in InDesign.
00:16A lot of times the files that we're using are EPUB files and they are opening up
00:22in my default EPUB reader, which is Adobe Digital Editions;
00:25probably the same thing for you.
00:27During the title I'll be letting you know where to download all these different
00:30utilities that we'll be using.
00:32And when we actually get into editing the contents of EPUB files, then you'll
00:37see that we're dealing with a lot of text files like HTML files and XML files.
00:42You can use any kind of text editor that you'd like.
00:45I bounce around between a few of my favorite ones.
00:47If you don't have access to the exercise files, you can follow along from
00:51scratch or with your own assets.
00:53Let's get started.
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1. eBook Overview
What's 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
00:10eBook, 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 web site.
00:37A book can even be a web site;
00:38that would be an eBook as well.
00:40But I think when people think about eBooks, they're thinking of certain formats.
00:44And the three main formats, I have up here on the screen.
00:48It's the same book;
00:49Alice's Adventures in Wonderland, which is in the public domain now, and it's
00:54actually existing here on screen in three different eBook types;
00:58as an EPUB, as a PDF, and as a MOBI file.
01:03And a MOBI file might be more familiar to you as a Kindle file. This is the Kindle format.
01:09PDF, I'm sure, is very familiar to you what a PDF is.
01:12And an EPUB might be unfamiliar, but it's actually the main thrust of this video title.
01:17An EPUB is an open source eBook format.
01:21We're 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. It has got great looking titles, and great
01:59looking images, and wraps, and things like that, but essentially a PDF is like a frozen page.
02:04Now let's come back here and talk about an EPUB.
02:07An 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 reflowable format.
02:22If I make the screen smaller or larger, look at the line endings. They're changing.
02:28The type isn't changing, the size of the type isn't changing, but the line
02:31endings 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 that's
02:42critically important.
02:43If you tried to read that big old PDF on a little iPhone, it might be
02:48impossible, because the type would be too small to read, or you'd constantly be
02:52scrolling from line to line.
02:54I can have this eBook open on an iPhone;
02:56here I have it opened on a Kindle previewer.
02:59This is a Kindle for iPhone Previewer, so this happens to be the MOBI file,
03:03because it's a Kindle format.
03:04And if I go from page to page, you can see that this is what the eBook would
03:09look like on an iPhone.
03:11So it has reflowed; the line endings are much shorter, but you can read it. You
03:16can 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 that it is a MOBI format, which
03:26is very similar to the EPUB format, means that it's reflowable.
03:29And those are the kind of eBooks that we're going to be talking about in this
03:33title, is how to make this reflowable format.
03:35It is the wave of the future.
03:37Now, don't get me wrong: I love PDFs, and I would love for a way for us to be
03:42able to get this kind of reflowable 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 reflowable format.
04:01Here I have Kindle Reader for the Macintosh. And here I can make it as large
04:09or as small as I want;
04:10you can see how it reflows.
04:11I don't know how often people will be reading an EPUB on their computer, but you
04:17can. 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, that's what an EPUB or a Kindle is,
04:25is that it's a 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 on dedicated devices like a Kindle, or like a Nook, or Sony
04:36Reader, or an Apple iPad.
04:39You 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.
04:59And we'll be using Adobe Digital Editions a lot during this title as a quick
05:03proofer for the EPUBs that we are exporting out of InDesign.
05:08Digital Editions can open EPUB files, and it can open PDF files.
05:12We'll 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 kind of software.
05:21Like, for example, Stanza is a very well- known EPUB reader for lots of different
05:25devices that you can download and install;
05:28it doesn't run on the desktop.
05:29Or if you have an Android phone, you could download this eReader, which is very popular.
05:34So you just install this software, and then you can open up any kind of EPUB.
05:38You can even read the EPUB in your browser.
05:41So anywhere that you have a browser, on your computer, or on an iPad, or on 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 reflowable
06:00eBooks called the MOBI format.
06:02So we're 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,
06:18Amazon has created all sorts of free Kindle reading apps.
06:22So if you go to Amazon.com and in the Kindle flyout menu 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. You can install the Kindle Reader app on
06:35your iPhone, on your PC, your Mac, BlackBerry, 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;
06:49I can resize the window and the text reflows, but I can still access the
06:54chapters and so on, just as though I were reading it on an external device.
06:59So I hope you have a better idea of what an EPUB is.
07:01We are not going to be talking about PDFs;
07:03you go away. We are going to be mainly talking about EPUBs, which is
07:09the default, almost, I guess you could say generic, open source format
07:13for reflowable eBooks.
07:16And the MOBI format is very closely related to that;
07:20we're going to be talking about the MOBI or the Kindle format in its own chapter later on.
07:24But as you'll learn, once you create a really good EPUB, then it's not that
07:28difficult to convert it to the Kindle or the MOBI format.
07:31So we're 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 marketplace is like a bazaar 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 ton of free books that you can download, and then
00:37there are also places where you as an author can search for eBooks, and you
00:41can buy eBooks as well.
00:42Another big one is Feedbooks.
00:44A lot of the EPUB readers that you can download, like Stanza, they have links
00:49directly to Feedbooks so that you can go ahead and search for EPUBs and download
00:54them; a lot of free ones and a lot of ones for sale.
00:58Project 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 are already available as HTML, but slowly, but surely they are
01:13becoming EPUBs, so you can download them to Adobe Digital Editions, or Stanza, or
01:18any of the other eReaders that can read in EPUB.
01:20Now, of course one of the big kahunas in the marketplace is Amazon.com, and this
01:25is where people download a ton of eBooks.
01:28But anything that you download from Amazon.com, remember, cannot be opened in
01:33any device that doesn't read MOBI files, or in any software that doesn't read MOBI files.
01:38So you can't get an eBook from the Kindle Store and open it up, say, in Adobe
01:42Digital Editions, or Stanza. You would have to use one of Amazon's own Kindle eReaders.
01:48But it's not that difficult to get your book into the Kindle Store at all, as
01:51you'll find out later on in this title.
01:55Here is another place that 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
02:07and that you as an author or publisher can get your books listed here. Such as Barnes & Noble:
02:11they are called NOOK Books for the Nook eReader, an eReader device that they sell.
02:18And how about Google eBooks?
02:20They just started up a couple of months ago.
02:22Google Books has been around for a while, where you could see scans of books,
02:27but they are starting their own eBook store.
02:29So if you go to books.google.com/ ebooks, you can see all these eBooks.
02:34A lot of them are for sale, and then there are a lot of free ones, and they are
02:37all in that reflowable EPUB format.
02:39You don't have to be a big store, or big organization, you could just have your
02:44own little publishing company. Like my friend Adam Engst and his wife Tonya run
02:48Take Control Ebooks, which is a series of really great books that are not too
02:53large, not too small, and they help you out a lot if you're working on anything
02:57on the Macintosh, or with publishing.
02:59They started out as PDFs, but they're also converting all their eBooks to EPUB as
03:04well, so that you could download them to like a small device, like an Android or
03:07iPhone, and read them on that little screen as well.
03:10So when you think, gee, where can I find an EPUB? There is a huge number of
03:15places where 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
Examining the EPUB file format
00:00Now that you've finished your whirlwind tour of the eBook and EPUB ecosystem;
00:05how you find them, how you read them, I think it's time that we take a
00:09look under the hood.
00:10It's important, especially since you're going to be the 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 that an EPUB is essentially like a little Web site. Then
00:23eReaders read that little Web site, but what do I mean exactly? And that's what
00:28I want to show you in this video.
00:30I am just going to go over it briefly.
00:32Definitely later on in the title we are going to take a very close look at the
00:36contents of an EPUB file, but I think it's good to know this upfront so we know
00:40thy enemy, and know 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, not that big of a deal. But
00:57actually this EPUB here -- EPUB is a compressed collection of file, kind of 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
01:25you just double-click it.
01:26I've noticed that in later versions of the OS it doesn't work, and you need to
01:30use, like, StuffIt Expander to do that, to actually unzip it. But on a PC it's a
01:35no-brainer. This 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
01:53file. And then we have this strangely named folder OEBPS, which actually stands
01:58for something significant that you don't need to worry about, along with a
02:01couple of 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 the Barnes & Noble
02:31Nook Reader, or Apple iBooks, to open up an EPUB, what it's doing is it's loading
02:37these XML files with the contents of the book, and then it's showing it to you as
02:44text. And when the book calls for an image, it's showing you an image, just as
02:48how a Web site is a text file, the HTML file is a text file, that links to images
02:53and 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, it's just an EPUB that we will be working with
03:09quite a bit in this title. A very simple one.
03:12When I expanded it you can see that it has a same sort of structure as Alice's.
03:19It looks slightly different inside the OEBPS folder, and because this is how
03:26InDesign 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. And this is what
03:38we're going to be spending a lot of time on in this title is exactly how it does
03:41this, 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. Okay.
04:01So this is, like, a chapter inside the EPUB, and it's actually just a
04:04stand-alone XHTML file.
04:07So I hope you can see that EPUB readers are kind of like little Web browsers,
04:11and that what it is that you're creating out of InDesign is like a little
04:15miniature 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, that is the challenge
04:24in 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. And there are
00:06some 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.
00:30And I'm going to talk about some things in the InDesign file that translate over
00:35to EPUB, and some things that don't, and the best ways to prepare your InDesign
00:38file for an optimum EPUB export.
00:41So there's some tweaking that you are going to need to do to the InDesign file.
00:45In fact, you'll probably find yourself, if you've designed it for print, doing a
00:48Save As, and then really tweaking it heavily for your EPUB export.
00:53Then inside InDesign there is a command to Export to EPUB format.
00:57Depending on the version that you have, it might be called Export for
01:00Digital Editions, which is the name of the default utility that Adobe ships
01:05with for viewing EPUBs;
01:07I showed that in the previous video. Or it might be called Export for EPUB, but
01:10even then the dialog box still says Digital Editions Export options.
01:14So they'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 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're 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 will be talking about in a video, that checks your
02:04EPUB file to make sure that it adheres to the standards set forth for all EPUB
02:08files. That the links are working right, that the required files are there, and so on.
02:13It's important because when you are ready to sell this, when you're ready to
02:17distribute it to the Barnes & Noble store, the Sony ReaderStore, 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 will know that if it doesn't validate
02:34in the future, it wasn't something from InDesign; you probably forgot to close
02:37a 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, so we
02:47are going to do some simple, or maybe complex, editing of the XHTML files, and the CSS files.
02:52I will be talking about different ways to do that, and some common fixes that
02:55you might want to do.
02:56You add metadata to the files, and so on.
02:58It's actually kind of interesting.
03:00And then of course you want to proof and validate again.
03:04So like I said, it's a series of iterative steps, but at this point when you're
03:08proofing you probably want to go beyond Adobe Digital Editions, and actually get
03:12it, say, on to your iPad, and proof it in iBooks, or put it on a Nook.
03:15In other words, you want to preview it in something closer to what your
03:18customers are 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
03:34own Web site. You upload it to the Apple iBookstore, or to a third-party
03:38aggregator who is helping you distribute this EPUB in the different venues that
03:42we will be talking about later on in this title.
03:44And if you're going to be selling it on the Amazon Kindle Store, you can upload
03:48that EPUB directly to the Kindle Store, and they will convert it to the Kindle
03:52format for you, because Amazon uses a slightly different format.
03:55They don't use EPUBs, they use something called MOBI.
03:57And 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, but 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
04:21eBook workflow.
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What can and can't be converted from INDD to EPUB
00:00One of the best ways to jump into an EPUB project is to take one of your
00:04existing InDesign files that may not have been designed for EPUB at all, just a
00:09regular print design file, and export it to EPUB and see what it looks like.
00:13So I've got such a document open here called History_SF.indd, A Brief History of San Francisco.
00:18We will be using an excerpt from this book throughout the course.
00:23It was designed and laid out by Nigel French, with copy and images from
00:27Wikipedia, so it's a nice little job here.
00:29So I am just scrolling through the spread so you can get an idea of what's included.
00:33Now, we have a number of frames, some of them are not threaded together, some of them are.
00:37We have some random objects so we can see what happens with some sort of
00:41InDesign object like this.
00:43We have master page, folios, and running footers. We've got text frames that are
00:48threaded, images, we have some groups, we have some things that are not groups.
00:52We have stuff on the pasteboard -- that's my dog, Zoey -- and a sidebar with a
00:56background. We've got a table, more pictures, more sidebars, and so on. All right!
01:01Nice looking book. Nothing overly complex, but definitely something that was
01:05created for printing.
01:06So to export this to EPUB just go right to the File menu and choose Export.
01:13You will find EPUB is one of the formats that you can export to in the
01:19dropdown Format menu.
01:21We're going to export this directly out to the Desktop, History_SF.epub.
01:26And just like exporting to PDF, it doesn't actually export it at this point. It
01:29puts up a dialog box first, so you can always cancel later if you want, or if
01:33you just want to check out the dialog box and then cancel, it's fine.
01:38But we're actually going to create an EPUB.
01:40So if you're following along what I would like you to do is leave everything at
01:43the default, which should be No Cover Image, Based on Page Layout.
01:48You might need to turn on View EPUB after Exporting.
01:51Leave everything in the Image panel at the default.
01:54And under Contents, I am not sure if you need to check or uncheck, but make sure
01:58nothing is selected under the Contents section.
02:01And under CSS Options, you should have at least these two options turned on;
02:05Include Style Definitions and Preserve Local Overrides.
02:08We won't be talking about fonts at this point. And then click OK.
02:12So InDesign exports a copy of the file to EPUB format, and the EPUB file
02:19automatically opens in your default EPUB reader.
02:22Now, most likely it will be Adobe Digital Editions, a free EPUB reader
02:26available for Macs and PCs.
02:28If you don't have it, you can download it.
02:30It is definitely not an eReader that you want to use for real eReading of EPUBs;
02:34it's kind of rudimentary, but it's a great rough proofer for EPUBs.
02:38So first I am going to expand the entire window. What do we have?
02:42Doesn't look too good right now, but we have here the name of the actual
02:48InDesign file, and I didn't put an author name in. We just have the name of the
02:52InDesign file repeated here. Here is an image, and there is some text.
02:55I am just scrolling with my scroll wheel.
02:57There is the table of contents; it's not linked. There is the first story, and
03:04we have some links in here, and I am just going to scroll all the way down.
03:06So you can see it's mostly text, and then all the images, which appear to be centered.
03:12Oh, there is that lovely table. All right!
03:14So you can see this document; it's going to need a little bit of work. But why
03:18not, go ahead and export your document to EPUB and see what happens.
03:23Now that we have an idea of what this is going to look like -- and don't worry, at the end of
03:26this course you are going to be a pro and it's going to look very nice -- the
03:29first time you export to EPUB.
03:30Let's jump back to the InDesign file and let me briefly go over what actually
03:35gets included in the export to EPUB, and what gets left behind.
03:39So you see, here is our lovely cover, and we didn't see that cover in the EPUB.
03:44But if I click here, you can see that we did see a lot of these images.
03:48So the images came through; it's just that they weren't put together as a
03:52complete cover, and you'll learn how to do that later on in the course.
03:55We did see this text, and this guy down here, but the spacing between them wasn't included.
04:01So what happens is that when you export to EPUB, everything that is on the
04:07document actually does get exported, with the exception of artwork that you
04:12created in InDesign, like this arrow thing.
04:15If you noticed, that was not in the EPUB.
04:18But any text that was on the live document pages, that does get included.
04:22I will zoom in here with Command+Plus or Control+Plus.
04:26So there is our drop cap in the first sentence. So we didn't get the exact same
04:31size of the drop cap, but we did get a drop cap.
04:33Let's jump back here and take a look.
04:37And what also got included was the fact that this is a hyperlink.
04:42There is a variable down here.
04:44If you can see, the light blue rectangle surrounding, this is actually a
04:48creation date variable, that did get included in the EPUB, but it got flattened
04:53out or expanded, I guess you'd call it to live text.
04:56Also, footnotes came through, so there's a footnote, and you can jump down to
05:01the footnote text here, also known as Frankie to his friends. And you click on
05:05the footnote, and it brings you back to the footnote source.
05:07So that's kind of great!
05:10In addition to the text that's on the live document pages, all the images that
05:15are here, other than the artwork that you created with InDesign like I
05:18mentioned, but images do get exported as well, whether they're in a group, or
05:21they're standing on their own.
05:22They may not appear in the right location, but they did come through, they just
05:27happen to be added to the end. And that's because that's the default way that
05:30things get exported from InDesign. And we will be going into that in a lot more
05:34detail in preparing your InDesign file for EPUB export.
05:37Notice that this image is rotated, and it has a drop shadow exactly as it
05:41looked in InDesign.
05:43So image attributes;
05:45rotation, scaling, cropping, drop shadows: those do get maintained when you
05:51export to EPUB. But compare that with our sidebar, this one here called Climate,
05:59this sidebar is in its own frame to the right of the main story, and it has a
06:05yellow background and there is some inset.
06:08What doesn't get included with text frames is the frame itself. The position of
06:12the frame, and the attributes of the frame.
06:14The text itself came through.
06:16Here is the Climate paragraph with some of the formatting that came through,
06:20with the colored subhead, but it definitely did not include the fact that it's
06:24in the right and that it's a sidebar itself.
06:27So what's called page geometry does not get exported to EPUB.
06:32All the text comes through as one long text file, and we'll be talking about ways
06:37to break that up or to create your own sidebars later on in the course. But
06:41don't be surprised when you don't see these things replicated in the EPUB file.
06:45There is a vertical ruler to the left of this;
06:47of course this was created in InDesign, so it does not appear in the export.
06:52Your paragraph and your character styles are converted to a Cascading Style
06:56Sheet, and you'll learn later in the course how to edit the Cascading Style
07:01Sheet to tweak the formatting for you EPUB.
07:03Now, what does not get included are things on the pasteboard.
07:09Here's the picture of Zoey, my dog, that did not get concluded in the EPUB
07:12export, because no part of it was overlapping the document.
07:16If part of it was, if it was like this, then the image would get included, same
07:20as like when you're printing.
07:22So if an image frame or a text frame is partially overlapping into the
07:26pasteboard, the entire bit of content will get included in the EPUB.
07:31The same thing for overset text: all overset text will automatically be exported
07:36to the EPUB as well.
07:38Something else that never gets exported are overridden master page items.
07:42So, for example, where it says Explore California along with the page
07:46number, this did not get included in the EPUB, because it's from the master
07:50page. And you can tell because it has a dotted outline around it, which
07:54makes sense, because pages really don't have an equivalent in EPUB land
07:58since they're reflowable.
07:59We have the same book on a tiny 2" x 3" screen on an iPhone as you do in a really
08:05large iPad, or even in the Kindle.
08:08So the page numbers don't make that much sense at all, so those get ignored.
08:12If you happen to have overridden something from the master page, that will get included.
08:17Inside the text itself there are certain characters that get ignored. Like, for
08:23example, if I hit Return a bunch of times, if somebody created white space by
08:28adding a bunch of carriage returns, these will get collapsed to one return.
08:32Same thing for space runs. If I'm doing indents or trying to align columns
08:37using space runs, those will get collapsed into a single space, or ignored I
08:42guess you could say.
08:43If I use a bunch of tabs, the same thing.
08:46In fact, all tabs are ignored. They are translated into just a single space, so
08:51even ten tabs in a row will be one space.
08:54If you've ever done any kind of Web design, this is kind of familiar to you,
08:57because the same thing is true for Web pages. And in fact, that's what EPUB is:
09:00series of Web pages.
09:01A lot of people ask me, what about if I have a group of elements?
09:08So let's say, for example, that we have this image grouped with this text frame,
09:13so that you see a dotted outline around it. This does get exported to EPUB, but
09:19the fact that it's grouped does not have any special powers.
09:22It doesn't mean that all these elements will appear in the same relation. Not
09:25even does it guarantee that they'll appear in the correct order.
09:29Depending on the position of this caption, it might appear after the picture
09:32rather than before the picture.
09:33We'll be talking a lot more about managing the order of elements that have been
09:37exported and so that you get the caption exactly where you want it, but turning
09:42it into a group really doesn't help at all.
09:45You can take this group, or any multiple selection of objects, and convert them
09:51into an image, and that's really the only way to maintain the exact look and
09:56object relationship in the EPUB. Sometimes that's not what you want though; you
10:00want it to be actual live text.
10:02The same is true, for example, with a table.
10:05The table does come through, but a lot of the formatting is lost.
10:08So if you want the table to actually look exactly how it looks here, you might
10:14need to turn that into an image.
10:16There are different ways to turn objects, like InDesign created artwork, and
10:20groups, and tables, into images when it's exported to EPUB, but keep them
10:24completely editable in InDesign, which I'll be showing you in a later video.
10:29And finally, when you export to EPUB -- let me just get there really quick -- right
10:34here, there is this option under Contents to Include Embeddable Fonts. And let
10:41me just say that at this point it's kind of in a murky area, because there are
10:46very few eReading devices, or eReader software, that will understand and show
10:52those embeddable fonts.
10:53And often by including embeddable fonts from InDesign, the kind of code that
10:58InDesign writes prevents the file from validating, which is a requirement to get
11:02your EPUB to validate, as we explained in the previous video.
11:05So for the most part we're not going to really deal a lot with Include
11:08Embeddable Fonts in this title. Instead you're just going to have to get used to
11:14what most EPUB designers are getting used to: the fact that the font that your
11:18EPUB will show up in will be the default font of that eReader.
11:22This is why it's so important to proof, in later stages, what your EPUB will look
11:26like on a Kindle, or on an iPad, or in a Nook. Because each device and each piece
11:32of software has a different set of default fonts.
11:35So now you have a better idea of what does get included and what doesn't get
11:39included when you export to EPUB. And learning how to tweak it so that what you
11:43want to include does get included, and what you don't want doesn't get included,
11:47in the easiest and most efficient manner, is the point of this entire title.
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3. Preparing an InDesign Publication for EPUB
Creating a navigation table of contents (TOC) with a TOC style
00:01Here we have a finished, decent looking EPUB that I have open in Adobe Digital Editions.
00:06It's the same document that we were looking at in previous videos.
00:09It's created from an InDesign file called a Brief History of San Francisco.
00:13We are looking at the cover, and you can see on the left that there is a table
00:16of contents that's actually linked to those chapters in this document.
00:20So if I click Contents, there is the Contents with a linked TOC. Early History
00:26starts Early History chapter.
00:28This is quite understandable, but it's a little tricky getting from InDesign to
00:32this end result: to getting the navigational table of contents.
00:36That's what we call this part here, the navigational TOC.
00:40Every eReader, and every eReader device, has a way to show you the table of
00:44contents of the book that you are reading called a navigational TOC.
00:48It's part of the software.
00:50It's different from the actual table of contents that you may or may not
00:54include in the EPUB.
00:55It's completely optional to include something like this.
00:59You can see that actually you don't even need this;
01:00it might be superfluous, because you have the navigational TOC here on the left.
01:04The navigational TOC is something that can be shown or hidden.
01:07If I come up here, I can choose Hide Navigation Pane and then just scroll
01:12through my document this way, or use the built-in table of contents that this
01:16author included in the EPUB.
01:18But like if you're reading this on an iPad or something, you just tap on the
01:21screen, and then you will see little icon appear where you can show the TOC.
01:25Same thing on a Kindle.
01:26So I'm going to show the navigational TOC. The point of this video, and the next
01:31couple of videos, is how do you create this coming out from InDesign?
01:34Because it's not how it works by default.
01:36I am going to close this, and back here in InDesign I have a document open
01:41called history text.indd.
01:44Essentially it's a selection of the text from a larger book, and it's a just a
01:49couple pages long. Okay three pages, with some paragraphs and some subheads.
01:55So I click inside, open up paragraph styles, so you can see these are subheads. This
01:59is just regular body copy.
02:03This is my book. I want to export it to EPUB, and I want each one of these
02:06subheads to be an entry in the navigational table of contents.
02:10I am going to export to EPUB by going to File>Export, or just pressing Command+E or
02:15Control+E. Save it on the desktop. You can leave everything in the General area
02:21as the default; Based on Page Layout. Rasterize, or not, the first page. Make sure
02:26that View EPUB after Exporting is selected.
02:30And Image can stay the same. And in Contents, don't turn on any of these
02:34items. You can leave all the options under Generate CSS turned on if you'd like.
02:39This is basically the default settings for Export to EPUB, and then click OK.
02:43So by default this is what you get when you export something to EPUB.
02:49Is that you don't get a navigational table of contents.
02:51Instead, you have one item that is exactly the name of the InDesign file itself.
02:56So how do we get that?
03:00You can create one by first creating a table of contents style in InDesign, and
03:05then when you export to EPUB, in the Contents area, you choose a Use InDesign
03:14TOC Style, and select that style.
03:17So first let's go ahead and create a table of contents style. I don't want
03:21to spend a whole lot of time on this. It's completely covered in much more
03:25detail in other InDesign videos at lynda.com, like InDesign Eessentials. But
03:31really quickly, now we go to the Layout menu, go down to Table of Contents Styles.
03:36We're going to create a New style, and we will call this EPUB TOC.
03:42What you want to include over here are paragraph styles that you want to be
03:46the items in the navigational TOC.
03:49We know that we want subheads to be there, right?
03:51So I find Subhead, and add that.
03:55Now I am not actually going to include the live TOC here. I will be talking
03:59about that in a different video. All I want is to create the TOC style that
04:04tells InDesign to include this in the navigational TOC.
04:08So I will just click OK. Here, that's all.
04:12Now I am going to export to EPUB. We will Replace the existing one, and this
04:17time the only change you are going to make under Contents is to Turn on Use
04:22InDesign TOC Style, and select epub TOC.
04:30And now we actually have the subheads appearing on the left.
04:33There's our navigational TOC.
04:35It doesn't actually break them up into an individual chapter documents or insert
04:39a page break. There is a way to do that that's a little different, that I will
04:42cover in a different video.
04:44But at least we have the navigational TOC on the left, which is a requirement
04:48for many eReading systems. And it makes it a lot easier, of course, for the person
04:53reading this book to find their way around.
04:55Now let me show you one more thing with a creating a custom TOC style.
04:59I am going to jump back to InDesign.
05:01I have another document here, history text 2.indd, that has not just subheads,
05:06but also sub-subheads.
05:09So if I look in the paragraph style here, you can see this is Subhead2.
05:13You can also include nested TOC items in your navigational TOC.
05:18So I have already created a TOC.
05:21Let me show you; Table of Contents Styles, epub TOC, Edit;
05:26that has both. So I have both the Subhead,
05:29that was the orange text, and the Subhead2.
05:31Subhead2, I specified to be Level 2, so it's going to be indented. This is just
05:36basic TOC 101, and that's fine.
05:40So now when I export this to EPUB, under Contents, Use InDesign TOC Style, epub
05:47TOC. That's the one that includes both of those styles. Click OK, and now we
05:54see the same entries on the left, but look at the little + symbol. That means
05:58there are sub entries,
06:00sub-navigational TOCs, underneath this main title.
06:03So you can actually now nest multiple levels if you'd like, depending on how you
06:08create your TOC. And, by the way, all this can be edited later, after the fact,
06:12when we start getting into the actually editing the EPUB itself. So if you don't
06:16get it exactly right, no problem.
06:19It is important though for you to create some sort of navigational TOC, because
06:24a lot of eReading systems require it. And also of course, it's a lot easier for
06:28your readers to find their way around.
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Creating a navigation TOC with an InDesign book
00:00Whenever you are creating an EPUB from InDesign, you always want to include a
00:04navigational table of contents.
00:06That's what we call this section over here in Adobe Digital Editions. It may
00:09show up in a different location depending on how you're reading that EPUB; on
00:13a Kindle, or an iPad.
00:14Essentially, it's part of the software of the device. It's not really an actual
00:18page with a table of contents that's optional to include.
00:22And I introduced the concept of the navigational table of contents in
00:25the previous video.
00:26It's something that you can show and hide.
00:30You can create a navigational table of contents by using a custom TOC style as
00:35I showed in the previous video, or you can create a navigational TOC by
00:39creating an InDesign book.
00:41So let me show you how to do that and how it works.
00:44Here I have a single document, not a book, that has subheads. And if we
00:50export this to EPUB, I'll just save it right on the Desktop, with all of the default settings;
00:56make sure View EPUB after Exporting is selected. And under Contents, I don't
01:00have any of these check boxes selected.
01:02If I click OK, you can see that in the EPUB, we do not get a navigational TOC.
01:08Instead, we just get the name of the actual InDesign document, and users are
01:12left to a flounder on their own finding certain sections.
01:16What you can do is you can select each one of these sections or chapters in your
01:21long document and save them into individual files.
01:26So I've already done that for this document.
01:28In the Exercise folder, I have a folder called History book.
01:32So you can see I took, for example, the first chapter, Early History, and I just
01:38cut and pasted Early History into a stand-alone InDesign document. And I named
01:43it 01_early_history because I want to force the order in the book panel.
01:49So I did that for each one of the sections in this long document, and then I
01:55went to File>New>Book, and created a new book.
01:59Now I'm not going to go through the steps in creating and working with books;
02:02that is covered in detail by the other essentials titles.
02:06But I do have a book already created here for you so you can see what I'm talking about.
02:11A book is this actual panel that you can stick over here on the dock if you'd
02:16like. And in the Book panel, you use the Plus symbol to add individual
02:21InDesign documents;
02:22it's kind of like a collection of InDesign documents.
02:25Because I preceded them with 02, 03, 04, they appear in this order by default.
02:31And what's interesting is that with an InDesign book you can go to the Book
02:34panel menu and you can export the book to EPUB.
02:38So if I went ahead and did that, let's say in History text_book, onto the
02:45Desktop. We're going to use the same settings as before, all right.
02:50Nothing selected here under Contents. Export, and now every individual document
02:58becomes an entry in the navigational TOC.
03:03And actually what InDesign has done is created a series of separate HTML files,
03:08one per InDesign document.
03:11We even see like a little Page Break happening here before that.
03:14And you may not like the names of these chapters;
03:17this can be fixed later on in the EPUB, or you can combine creating a book with
03:23a custom TOC style, and I'll talk about that in the next video.
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Using a TOC style in combination with an InDesign book
00:00This is the kind of navigational TOC that you'll end up with when you export an
00:05InDesign book to EPUB.
00:07Each entry in the TOC is the name of the InDesign file that was part of that book.
00:13So here is our InDesign book with a collection of five different InDesign
00:17documents and that's what got translated to the navigational TOC.
00:22But that's not really what we want;
00:24besides maybe we don't have everything numbered 01, 02, we might have completely
00:29random names for our different InDesign documents.
00:33What we actually want is something like this, with chapter names that make
00:38sense, that match what the chapter name is.
00:40And you can do that with a book just as simply as you can do that with a single
00:45document, as I showed in a previous video.
00:48So let's go ahead and do that.
00:49In InDesign, I have my book;
00:51I'm going to open up the master document, the Style Source, the one with a
00:56little doohickey next to it;
00:57that's the technical term.
01:00And in the master document, I'm going to add a custom TOC as I showed in a previous video.
01:05And what we want to be the chapter names are the subheads here, right;
01:10that is PARAGRAPH STYLES>Subhead, yes.
01:12So I go to Layout>Table of Contents Styles, create a new style, I'll call it
01:18epub-book, and we want to include Subhead here.
01:23And if you wanted to also include additional paragraph styles in the TOC,
01:29you can do so as well.
01:30Just make sure that you turn on Include Book Documents at the bottom of this dialog box.
01:35And so there's our epub-book, so I've created the Table of Contents Style.
01:40We don't actually have to insert a table of contents;
01:42we're just creating the style.
01:44And now I'm going to export this to EPUB. So I come to the HISTORY TEXT panel
01:49menu, Export Book to EPUB, call this book2. We'll leave all this at the default,
01:58and making sure that View EPUB after Exporting is turned on.
02:00And under Contents, we turn on the check box next to Use InDesign TOC Style, and
02:06make sure and select epub-book.
02:08I can't tell you how many times I've turned this on, but forgot to actually select
02:12the style. So if it doesn't work, come back here and check. And now click OK.
02:16And now we have chapter names that make sense, because it's using the actual
02:21content from those paragraph styles that I specified in my TOC style.
02:25So you can combine both methods, the InDesign book, and the TOC style, to create a
02:32custom navigational TOC that is exactly right for your EPUB.
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Creating chapter breaks based on a paragraph style
00:00As I showed in a previous video, when you export a single document to EPUB, if
00:06you include a TOC style, it can make a navigational table of contents. So let's
00:11do that really quick.
00:12I've already created a TOC style for this document, called epub. And what it's
00:17going to do is include the Subhead in the TOC. And the Subhead, that's in orange here.
00:24So when I export to EPUB, we'll export directly to the Desktop.
00:29And when I go to Contents, I'm going to have this checked off, Use InDesign TOC Style:
00:34epub.
00:36So now when I export to EPUB I'll see a nice little navigational TOC here on the left.
00:42But look at what happens when I click The San Francisco Peninsula, for example.
00:46It appears down here at the bottom;
00:48it doesn't automatically get to the top.
00:50Just because you have specified a TOC style, that does not mean that it's going
00:55to start physically a new chapter.
00:58It's not going to what we call chunk-up the document into separate HTML files.
01:02It's still one long HTML file.
01:04And if you're coming from version 5, this is new for you, but it's a
01:09little different in 5.5.
01:10If you actually want the document to be chunked up, you have to do one more step.
01:15So in other words, if you want actual page breaks, chapter breaks, you have to
01:19do something else, so let's take a look.
01:21I'm going to go back to InDesign, and this time when I export to EPUB -- I'm just
01:26pressing Command+E or Control+E, by the way, to get here --
01:30let's do this history text2.
01:35In the Contents panel you need to turn on this option: Break Document
01:40at Paragraph Style.
01:43So when I choose that, then you get to choose one, and only one, paragraph style,
01:48that whenever InDesign encounters this paragraph style, it's going to create a
01:52new HTML document that starts with that paragraph style.
01:55So in other words, you don't want to choose like body, all right;
01:58otherwise you're going to end up with 500 HTML files;
02:00that would be dumb. But something like Subhead.
02:02Now the ideal situation is that your TOC style specifies the same style that you
02:08want it chunked up at.
02:10So remember, our EPUB did specify Subhead.
02:13You don't actually have to have this turned on, by the way. You don't have
02:17to specify a custom TOC in order to get InDesign to chunk-up the document
02:21into multiple HTML files. Let's take a quick look at what happens if you
02:25choose that option.
02:26So we just want to chunk it up at Subhead, and I'll say OK.
02:32And what happens is that it makes these five different HTML files, and each
02:37one goes to the next.
02:39Now if you are just scrolling through the document it automatically jumps to
02:43the next HTML file as you scroll.
02:45So most readers aren't even aware that EPUBs are often made up of multiple HTML files.
02:51But this, of course, is not what we want for our navigational TOC, so we have to
02:55combine both methods.
02:57We're going to export to EPUB again, this time we'll call it 3 is the charm. And
03:03in Contents, we're going to choose Use InDesign TOC Style:
03:07epub, and Break Document at Paragraph Style: Subhead.
03:11Click OK, and now we're cooking with gas! There you go!
03:18So you have a really nice-looking navigational TOC on the left with
03:22understandable chapter names. And when you click they start at the very top of the page.
03:27So you use both TOC style and Break Document at Paragraph Style to get
03:31this effect.
Collapse this transcript
Managing page layout order
00:00Up until now we've been using fairly simple documents to export to EPUB.
00:05Things like with a single textflow or maybe a couple of pictures thrown in.
00:09That's not the not the only kind document that you can export to EPUB. You
00:11can export anything.
00:13What I want you to understand though, in this video, is how does InDesign know
00:17what comes first when it exports a page with a number of different objects on it?
00:22You may have noticed from previous videos, when we go to export the document to
00:27EPUB, that under Ordering we have three choices:
00:32Based on Page Layout, Same as XML, Same as Articles panel.
00:36And in the next few videos, I'm going to go through what each of these mean.
00:41The default is Based on Page Layout, which could work perfectly fine for you,
00:45but in many cases, it's a big pain point. And so XML, and the Articles panel are
00:50two ways to avoid that pain.
00:52So let's just see how the default method works.
00:55I have a very simple two-page document.
00:58It's got a couple images;
01:00it has some overset text.
01:02On Page 1, the story is threaded to the story on Page 2, down here. And we have
01:13a title, and a byline, a picture grouped with caption.
01:17Let's see what happens.
01:18So we'll go to File>Export;
01:20I just press Command+E or Control+E, which is the keyboard shortcut for that.
01:24We're going to export layout order.
01:28We'll keep everything at the default. Make sure View EPUB after Exporting is set up.
01:32Down here under Contents you don't need anything checked off under Contents. Let's click OK.
01:40And here in the lovely Adobe Digital Editions, we're like, what the heck is happening?
01:45My favorite dog!
01:46Is the very first line. Then the byline, then the title, then the text.
01:50Where is the picture? Oops!
01:53Picture is down here after the jump-line, and then the caption is way over here.
01:58Keep going down and there is the final picture.
02:01That's kind of bizarre.
02:03Bizarre to you and me;
02:04to InDesign, it makes perfect sense.
02:07When you export to EPUB, if you choose the default Based on Page Layout, it's
02:12going to start with Page 1, and it's going to look at the objects, and it's going
02:18to export the objects starting from a left to right and top to bottom order.
02:24Starting with Page 1, then Page 2, then Page 3, and so on.
02:27So in this document, what is the object that is furthermost to the left?
02:33Just start dragging a guide line, da, da, da..., and see what it hits first. Oh!
02:39It's that very first frame that is rotated.
02:43Now remember, text frame attributes are not exported to EPUB, unlike image frame attributes.
02:49So the rotation and the background color are not being exported, but the text is.
02:55So My favorite dog!
02:57The contents of that gets exported first. What's next?
03:01The next thing moving left to right is by Joe Schmoe.
03:05Then the next thing is, we have two items;
03:08My Dog, Zoey and this text.
03:10So there's by Joe Schmoe, then My Dog, Zoey and then this text.
03:15My Dog, Zoey appeared first, because these two items start at the same
03:19position, going from left to right. And so then in that case, InDesign says
03:23okay, what is on top; what's above?
03:26So it starts with My Dog, Zoey and then goes down.
03:28So all it's looking at are the boundaries of the frame itself.
03:32When it got to the story, it exported the entire story.
03:35It's not exporting frame positions, remember, not text frame positions.
03:40So it exported the entire contents of this story.
03:44When it was done exporting the contents of that story, then it went to the
03:49next object on Page 1.
03:51So when it was done exporting this, the next object, left to right, was this
03:56continued line. And the next object was this image.
04:00So there's the continued line, then the image.
04:03If you remember from a previous video, grouping does not make any difference
04:07When you export to EPUB. It's not going to save items in that
04:10particular relationship;
04:11it just looks at the individual frames within here.
04:15Finally, the last item to get exported after the caption was the final image.
04:22Because then it went on to Page 2 and said, I already exported this story, so
04:26you just have to put the image down.
04:28That's what you have to watch out with in your documents.
04:31When you export items to EPUB, if they're not coming out in the right way, you
04:36might need to manipulate things.
04:37So, for example, in this group, I might want to move the Dog's life;
04:43I'll just double-clicked here to select the item within the group, to the
04:46left of Zoey, because I want the Dog's life caption to appear above the picture of Zoey.
04:54And then the jump line, I don't that exported at all, so I can either hide the
04:58object on its layer, or I could just move him off into the pasteboard.
05:02And then My favorite dog!
05:03I probably want, let's move that over here.
05:11And we want My Dog, Zoey to appear first, and then Joe Schmoe after it. So I'm
05:16moving that down, and actually let's move both of these, I'm Shift+Clicking.
05:22So I'm purely manipulating the layout order from left to right to tell InDesign
05:28in what order these things should be exported. Let's try this.
05:31So I'm going to File>Export or press Command+E or Control+E. We'll do Version 2.
05:40Same settings as before. Well, ah!
05:42It's a little better.
05:46There's the title. There's the byline, My favorite dog!
05:49and then the story.
05:53We still are having the caption appearing below the image.
05:57We'll have to investigate that. And then the final object is the image as before.
06:02So that's sort of how the workflow goes when you are exporting an InDesign
06:06document to EPUB and you're going to base it on the page layout, the default
06:11option in the Export to EPUB dialog box.
06:15You need to pay attention to the left to right order, and top to bottom order,
06:19and you have to manipulate the items, so that when you export, they appear in
06:22the correct order.
Collapse this transcript
Using layout order to manage content flow
00:00When you're relying on the layout order of an InDesign document for your export
00:05to EPUB ordering, for how items are ordered in the final EPUB, probably the most
00:11common problem you run into is getting the images to show up where they're
00:15supposed to show up.
00:16Let's take a look at this new InDesign document, and work on how you can get
00:21those images to show up where they should.
00:23It's called calif-normal.indd in the Exercise file. And just normal, because it's
00:29sort of like a normal InDesign document, not like the one we were working with
00:32before with the picture of Zoey.
00:33It's a simple chapter from a book, all right?
00:37Or you can call it a very short book about California's History.
00:41And in this book we have a foreword, and that's a stand-alone textframe. And then
00:46we have another textframe that is threaded to other ones, just like in a regular
00:50book, that's autoflowed, that goes throughout the book.
00:53We do have occasional images and captions.
00:56In this case we have an image that is grouped with the caption, and it has a
01:00little textwrap around it.
01:02If we move it out you can see it's just forcing the text to move around. It's
01:05like a floating image right there.
01:10And the same is true for this image down here, of this poor man who doesn't look
01:15very happy, is just causing the text to flow around it.
01:20And then that's the end of the book, all right, so that's the end of the file.
01:24So let's go ahead and export this to EPUB. I am scrolling all the way to the top
01:28and we'll go to export to EPUB. I am pressing Command+E or Control+E to get here.
01:34And click Save. We are going to just use the default settings for everything.
01:39So Based on Page Layouts. Images can say the same. Contents, make sure that
01:45nothing is checked off here, and then we'll click OK.
01:51It opens up in Adobe Digital Editions, and the first thing that I see here is
01:56that this little flourish here is in the wrong location.
01:59If you look back here under InDesign, it should appear between the title of the
02:05document and the author.
02:07But instead, it's appearing after this little copyright info, after U.S.A and
02:12before the word Foreword.
02:14If you watched the previous video on layout order, then you know why: because
02:18InDesign got to this page, the very first frame that it found, the very first
02:23object that it found going from left to right, top to bottom was this. So it
02:27exported all the content from here and then, moving from left to right across the
02:32page, it found this object, and then it exported that.
02:35So this comes after the contents of this textframe.
02:40That's exactly what it did.
02:41And you can see that the same kind of thing happened with those images that were floating.
02:45You're not seeing them appear here in the articles;
02:48instead, they are at the end.
02:50Oh, you look so lonely there.
02:53So how do we get these images to appear in the paragraphs where they
02:55are supposed to be?
02:56And this is true not just for images, but for any kind of linked graphic that
03:01you might have. You need to be able to anchor them into the textflow.
03:05So to anchor something, I'm going to drag out this frame.
03:09This is a stand-alone frame with an image of the font, or it could be text in
03:13here as well, doesn't have to be an image frame.
03:16You can anchor objects into the textflow, just as in previous versions of
03:21InDesign, by cutting with the Selection tool and pasting with the Type tool.
03:25But there's a much easier way to do that in 5.5, and that's with this
03:29little blue square here.
03:30If you hover over it, and you have Tooltips turned on, you'll see that it gives
03:34you a hint of how to use it. It's so great!
03:36If you want to maintain this current location of this object, then you just drag
03:43that blue square to where you want it to be anchored to.
03:47But we actually don't want it there;
03:48we want it to be in line.
03:50We want it to actually appear inside here.
03:52So instead, I'm going to hover over this and watch the Tooltip, Shift+Drag to
03:56make this an in-line object.
03:58So I am going to hold down the Shift key, and drag it right next to this empty
04:01carriage return, and then release the Shift key after I release the mouse. And
04:07now this image frame is anchored in the textflow.
04:10If I hit Return a couple of times, you can see the image moves with it.
04:14You need to do the same thing to any other images or objects that you want to
04:19appear in a specific location within a long text story.
04:24So let's scroll down here and do the same thing with this group.
04:27I am just going to drag it right there. And this object here, I am just going to
04:37take the blue square and drag it right there.
04:48Now let's export this to EPUB and see what happens.
04:50We'll call it 2, with the same settings as before.
04:56All right, so our flourish is now appearing in the correct location in the
05:03textflow. And there is our image with the caption and the correct location as
05:10well. And there is the gentleman to the left of the text that flows around him. Isn't that great?
05:17That's what you're going to need to do if you're going to rely on the layout
05:21order when you export to EPUB.
05:22You have to actually anchor all your images and any other floating objects that
05:28you want to appear in a certain location.
Collapse this transcript
Using the Articles panel to manage content flow
00:00In a previous video I showed how the default export option for EPUB, which is
00:05Based on Page Layout, can really make life difficult for you, especially if
00:09you have a number of different objects on the same page or pages in your
00:13document, because InDesign by default goes from left to right, and top to
00:17bottom, when it exports.
00:18Well, there's a great new feature in InDesign CS5.5 called the Articles panel
00:24that will help you gain a much more control over the order of items that are
00:29exported to EPUB, and HTML for that matter.
00:33You will find the Article panel under the Window menu. Choose Articles.
00:37And what's really cool about this is that between the Tooltips and the
00:40, content in here it will remind you how to use it, even without you having to
00:44go to the Help file.
00:46Essentially, you can create one or more articles from the same InDesign file.
00:51You do not have to move any objects around on the page in order to change the
00:55order of their export.
00:57When you go to export this to EPUB you are going to be using the Articles panel
01:03rather than Based on Page Layout.
01:05Right now, it's dimmed because we don't have anything in the Articles panel. But
01:08it will become enabled and we can choose it once we add something to Articles.
01:12So how do you do this?
01:13I think the simplest way is to simply start dragging and dropping stuff over.
01:18So, for example, we want to create a story called My Dog, Zoey so we want the
01:23title to appear first.
01:24As soon as you drag something over, if there are no existing articles, you get a
01:28pop-up saying hey, do you want to make a New Article? Well, yes I do.
01:31We will call it Zoey-main story.
01:34Now this is not going to be part of the EPUB, so you can name it whatever you'd like.
01:39So there is the name of the article, and then it shows the object in here. And the
01:46text frame shows with the T along with the characters in the text frame.
01:51If you edited this text this would change as well.
01:54Now we want to add the byline, so I am just going to drag by Joe Schmoe and
01:59add it right below My Dog, Zoey. And then we want the main story and we will
02:03put that right there.
02:04All right, so you don't have to worry about it exporting this, or even the image
02:09and the caption, because if we went right now to Export to EPUB and said based on
02:15Articles panel these would be the only things that it would export.
02:18It would export My Dog, Zoey, the byline, and the story.
02:21In fact, let's go ahead and do that. All right!
02:23So we are going to do Same as Articles panel. Everything else will be at
02:30the default settings. And there you go;
02:35My Dog, Zoey, the byline, and the story. Nothing else was included in this document.
02:41Now let's go ahead and make another article.
02:43You can make another article by clicking the New Article button at the bottom.
02:47So I will click that, and we'll call this Pictures.
02:50Now because I had something selected when I created a new article, it
02:56automatically assumed that it should be part of it.
02:59And also notice that it is now part of two different articles, and that is a
03:03feature/bug of the Articles panel is that you can include the same object in two
03:10or more articles if you wanted to.
03:11It does not mean that you are duplicating anything in the publication, but in
03:16this case -- sometimes it happens by accident, you don't want that to happen.
03:19To remove something from the Articles panel, click the Trashcan icon.
03:24That only removes it from the Articles panel;
03:25it doesn't remove it from the layout.
03:27However, if you get confused, or you're in a hurry, if you select something in
03:31the Articles panel and press the Delete key, as I just did, it actually deletes
03:36the thing in the layout. So don't do that. I'm going to undo.
03:40If you want to delete something from the Articles panel because you don't want
03:43to include it, select it in the Articles panel, and then click the Trashcan icon.
03:47Anyway, so let's add some more things to Pictures.
03:50You can add a group if you want; there is no problem. And a group will appear as
03:55like this is a group, and then you can twirl it down, and you can then rearrange
03:58the items within the group.
04:00So say, for example, I want the caption to appear below the picture of Zoey.
04:04I could drag that down, which is pretty cool.
04:07Let's go ahead and export this to EPUB and see what we have.
04:10We will Replace the existing. Same as Articles panel. So there's a story on top
04:19and there's the picture with the caption underneath it.
04:23Let's clear this out.
04:24I'm going to just Shift+Click both of these articles and press the Trashcan
04:29button, right, not the Delete key.
04:32You can add everything in the entire document to the Articles panel simply by
04:36holding down the Command or Control key and then clicking on the Plus symbol.
04:40The Plus symbol usually just adds the selected object, or objects, to whichever
04:44article is currently highlighted.
04:46So this whole document is going to be one article. We will just leave it at the
04:50default name of Article. And we will export this to EPUB, with the default
04:56settings Same as Articles panel as remembered. What the heck?
05:04What's that?
05:04We have got these green boxes on the top. Everything else looks the same.
05:09That's because this is another feature/gotcha of the Articles panel
05:14in that you can be add InDesign artwork and it will export it as a graphic.
05:20We will use this to our advantage in a future video when I talk about converting
05:24your InDesign artwork to graphics.
05:25This is one of the new methods that you can use. But you have to be careful of
05:28it if you ever choose to add everything to the Articles panel, because you can
05:33see that it actually added those rectangles.
05:35Now if I double-click one, it will select that item in the layout.
05:39So that's really useful.
05:40You can't really rename these. You can't call this like dark green rectangle
05:43top of page 1. All you can do is double-click it.
05:45So I am going to select both of these, and again click the little Trashcan
05:49because I don't want those to be part of the export. But look at this, this is
05:54nice and useful: I can just select that jump line, which we don't want, and I can
05:58delete it that way, right, rather than having to drag it off into the pasteboard.
06:02So the Articles panel is a really cool way for you to be able to modify and
06:07manipulate how objects are exported without having to move things around in the layout.
06:13So now that you've gotten a hang of it, let's move on to like an actual document.
06:17I have here the document called History of San Francisco, that I
06:23actually showed you in one of the very first videos in this chapter, designed by
06:27Nigel French. And the text is being pulled from Wikipedia.
06:34Now the first time that I exported this using the layout order we came into a big
06:38mess, but now that we have the Articles panel it can make it a lot easier.
06:42So, for example, I might start out with the Introduction.
06:46So I am going to select that, and Shift+ Click that story, and then just drag and
06:50drop them into the Articles panel. And I will call it Introduction.
06:54So we've got those two items.
06:57If I wanted to include this piece of artwork, for some reason, I could put
07:01that right up here.
07:02So it's going to actually convert that to artwork. And I'm going to change on
07:08mine because I don't want that. I just wanted to show you.
07:11It did include this entire story.
07:13So when you just drag over one frame of the threaded story, it will always
07:17export the entire story.
07:19If you didn't want it to do that then you would have to actually create two
07:22different stories from this long one.
07:26Let's go ahead and create another article. So I am just going to choose this and
07:29we'll call it the Peninsula. And I'm going to drag over this picture.
07:37Oh, I accidentally still had that selected so let's delete that. And then here
07:44is the sidebar text.
07:46So I want the sidebar text to follow the picture.
07:49And then here is the photo credit, and we want the photo credit right after the
07:52picture, so it goes there.
07:54Here is another group of items.
07:57This is called the View of the Presidio.
08:00So I will create another article called Presidio. And we'll just drag the group over. I keep doing that.
08:09I have to remember to deselect every time I create a new article.
08:13So this brought over the entire group, and I don't have to ungroup it first
08:16If I want to reorganize how this text is going to appear. Like right now you
08:21can see that the photo credit will be first, and then the text with the caption,
08:25and then the picture.
08:27I actually want the picture to be first, and then the caption, and then the photo credit.
08:33You can continue doing that throughout the entire document.
08:36Just be careful that if you, you know, drag over a whole bunch of stuff, that even if
08:40you drag over say a line, it's going to export that as a graphic, and it will look kind of dumb.
08:45So be careful about wholesale dragging and dropping into here, or using the add
08:50everything in this entire document method.
08:53And now let's export this to EPUB.
08:55We want to make sure and turn on Same as Articles panel.
09:02You can, if you want, continue to use the TOC Style to make a navigational table
09:08of contents. You can chunk up the document into separate chapters, if you want,
09:11that are based on a paragraph style.
09:13So just because you're using the Articles panel it doesn't mean that you can't
09:16use some other features.
09:17But we are going to ignore those for now and just click Export.
09:22So there's our Introduction along with the other -- so that was a very long text
09:28file in the beginning -- and then there is the story about San Francisco
09:33Peninsula, and so on.
09:35So you have complete control over what gets exported, and in what order.
09:39Now one more thing I want to mention: something that you can't do.
09:43Let's say, let's go back up here,
09:45I am going to select this story.
09:49Say that we wanted an image to appear within the story. So I am going
09:53to actually grab one.
09:56Let's take this guy.
09:56Now I am going to Copy and Paste it onto this page.
10:04If you wanted this story to go right here in between these two paragraphs in
10:07this article, there is no way that you can like open up the text story called
10:13Introduction and sort of like drag and drop this in between a couple paragraphs. You can't do that.
10:19If you're using the XML method, which I will be talking about in another video,
10:22you can actually do that.
10:24It's a little more difficult, but it is possible to drag and drop objects
10:28in between paragraphs.
10:29If you are using the article method then you have to do the same thing as you
10:33would if you were using the default layout order, which is to anchor the object.
10:37So if I anchored this graphic, I am just going to hold down the -- I think I
10:42will do this with an inline graphic, so I am going to make an empty Return here,
10:46click there, and then I will select this, and hold down the Shift key so that it
10:52turns into an inline object.
10:57So it looks kind of dumb there, but you know I could have set a correct paragraph
11:01setting with autoleading, and so on.
11:03I am not going to bother with that right now. But I just want to let you know
11:05that if you anchor stuff inside a story, and that story, which you can see
11:10highlighted right here, gets exported, then that anchored object will be in that
11:14story. And so the Articles panel really doesn't give us any help as far as
11:18anchoring objects within long text stories.
11:21You can put the graphic before or after the text story, but if you want it to be
11:25part of the text story you still have to anchor it.
11:28The Articles panel menu has just a few options.
11:32You can select an item and then have it automatically find that item in the
11:35layout. You can choose that after you have created these things, when you export
11:39to PDF as a Tagged PDF, that it can use the arrangement of these items for that
11:44article reading order in a PDF, which is a way to make an accessible PDF, that
11:49is kind of beyond the scope of this video title. And then there are just like little
11:53shortcuts for Add Selection to the Selected Article that I kept doing by mistake before.
11:57But Article Options really doesn't give you anything new other than do you want
12:01to change the name of it, and should I include it when exporting.
12:03And of course, you can always just uncheck it if you don't want to include it
12:06when exporting, but not delete it from the Articles panel entirely.
12:10So there you have it.
12:11The Articles panel makes it much easier to manage the order of elements in your
12:16InDesign document when you export to EPUB.
Collapse this transcript
Using XML tags to manage content flow
00:00When you export an InDesign document to EPUB, there are actually three options
00:04that you have as far as how elements are ordered in the final EPUB.
00:09Based on Page Layout, as you know, is the default.
00:12We just looked at Same as Articles panel, which is a new feature in 5.5.
00:18In the interest of completion, I'm going to talk about Same as XML Structure.
00:23Though seriously, now that we have the Articles panel there is far less of a
00:27need to ever apply tags and use the Structure panel simply to govern what gets
00:33exported, and what doesn't, and in what order, without having to manipulate objects
00:37within the layout itself.
00:38Still maybe you are already using XML.
00:42Let me show you how you can use the XML Structure panel and tags to have
00:46almost the same mode of control, and in some ways even more control than you
00:50can with the Articles panel.
00:51Now you don't have to know anything about XML in order to follow along.
00:56If you do want to learn more about XML, by the way, lynda.com has a wonderful
00:59video by Jim Maivald that's all about using XML with InDesign.
01:04So here we have the same simple two- page document that I've been using to show
01:09how layout order works, and with the picture of My Dog, Zoey in the story, and
01:13this time we're going to use it with XML. The first thing you need to do is you
01:17have to create XML tags, which is very simple to do.
01:20If you've ever created a style, you can create a tag.
01:23The hard part is finding where is that pesky tags panel?
01:26We have to go all the way down to Utilities, and there it is hiding right there.
01:30The Tags panel always has a default Root tag that you can leave there that
01:35comes with every document, just like there is a default layer 1 and a default
01:39basic paragraph style.
01:40But we're going to add tags, and there is nothing difficult about adding a tag.
01:44Just click the friendly New tag button at the bottom and let's say that you want
01:49to add the headline.
01:50So what should the tag be? Headline.
01:51Very freeing that way.
01:54We want to add the byline; new tag, byline.
01:58We want to add the body copy, right,
02:01so you can just say body.
02:03If you make a space, and you type body copy, and you hit Return,
02:06you're going to get a little alert saying hey, XML has some rules according to
02:10the tag names, and a tag name cannot contain spaces or tabs.
02:14All right, all right; be that way. So we'll just go body.
02:18We're going to export the image and the caption.
02:20So image, and caption.
02:27Now to actually apply these tags to the elements, we're going to select each
02:32element with the Selection tool and then click on the tag name.
02:35Before you do that, you might want to turn on the little view helper. If you go
02:39under the View menu and go to Structure, choose Show Tagged Frames, because then
02:47it will add a little non-printing tint to any frame that you've tagged.
02:50So you can tell at a glance which one you've tagged, and which ones you haven't.
02:55Let me show you. I select the headline, I click the headline tag, and it gets
02:58this little coloring which is a tint of that red right there.
03:03And then we want the byline, I think we'll do the body story next.
03:08Now this is a group,
03:09so in order to select just one item in this group, I'm going to double-click.
03:13So now, I just have the image selected. Just the image of Zoey.
03:16So I'll click Image. And now the caption; select that, and then caption.
03:23If you remember from when I showed you how to export this via the default
03:26layout order, what would normally export first would be this little call out
03:31here: My favorite dog!
03:32Because it was leftmost.
03:34But now that we have tagged elements, and we didn't tag this one, anything that's
03:38not tagged will not be included in the export.
03:41Similar to the Articles panel, if you didn't include in the Articles panel, it's
03:44not going to be in the final EPUB.
03:46But we don't have a friendly little Articles panel to show us the order of the
03:50elements that we have.
03:52Instead, we use the built-in Structure panel which is used for full-blown XML workflows.
03:58To view the Structure panel go to the View menu, go down to Structure, and
04:02choose Show Structure.
04:04So there you'll see the Root element and there is the little disclosure
04:08triangle next to it. Click it, and you'll see the objects that you've tagged so far.
04:13Now here is a little tip is if you go to the Structure panel menu, go all the
04:18way down to the bottom and choose the Show Text Snippets, and that will give you
04:22a little bit of the text within each object that you've tagged with an XML tag.
04:27That will help you distinguish one paragraph from the other; one story from the other.
04:30Right, so here is the image with the caption.
04:33Now if I wanted the caption to appear above the image, I could just drag it that way.
04:39This is going to be the order of the content in the final EPUB.
04:43Then notice that when you click an element in the layout, that element gets
04:47underlined in the Structure panel. And if you double-click something in the
04:53Structure panel, that gets selected in the layout.
04:55So let's go ahead and export this to EPUB.
04:58I'll just press Command+E, or Control+E. We're going to export it to the Desktop, and
05:03this time we have Same as XML Structure is enabled, because we've actually
05:08tagged something. When you have nothing appearing here, when you haven't tagged
05:11anything, this will be dimmed.
05:14And we'll use everything else at the default settings. Click OK.
05:20Let's Expand this, right.
05:23So there is the headline, and then the byline, and then story, and the caption,
05:28and then the image.
05:29Nothing else. We didn't get the little call out on the left, we didn't get
05:32the big picture in the bottom, and everything is in the correct order. Nice
05:35and simple.
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Naming styles and linked assets
00:00While you are setting up your InDesign document or documents in a book for EPUB
00:05export, I want to give you few cautions as well about file naming.
00:10Now if you have any control at all over the file names of your InDesign
00:14documents, your styles, your linked images, then you can avoid some problems down
00:19the road by adhering to a few rules.
00:22And the rules are important, because remember an EPUB is actually like a
00:27miniature Web site in a ZIP file.
00:30Here I have an EPUB that I created from simple version of that San Francisco
00:34History document, and then here is the EPUB. Then I expanded that EPUB
00:39So we can see inside it, and here all of the content appears as a series of HTML files.
00:45So these are all the chapters that got exported. And if you open up one of these
00:50you'll see that the actual names of your styles appear within the HTML files.
00:56If you make a hyperlink or cross- reference, the document that it is linking to
01:01is also included here.
01:03So knowing that an EPUB is essentially a collection of HTML or XHTML files,
01:09you want to try to use the same rules that we use when we're designing and coding Web sites.
01:15If at all possible your InDesign document names, try to make them
01:19completely alphanumeric.
01:20I mean, don't use exclamation points or slashes, or parenthesis, because if they
01:25are included in a link, like a cross -reference or something, then remember that
01:29those characters will also be part of the link, and a lot of those are not
01:32allowed in HTML files.
01:34So the link may break or the file may not validate.
01:37If you can avoid it don't use any whitespace in your InDesign file names. You know,
01:41use an underscore or a hyphen if possible.
01:44Now, for the book cover image file -- and we'll be talking about book covers in more
01:48detail later -- you want to use the same rules as the InDesign file name rules that
01:53I mentioned. Because a lot of resellers, like Amazon Kindle and the Apple iBooks
01:58store, they want you to upload an actual image, a stand-alone image, and they
02:03have very strict regulations according to the cover image name.
02:07So if you are, including a cover image in your InDesign file, you want to make
02:10sure that it's named correctly from the get-go, so that you don't have to
02:13start investigating inside your HTML files, doing a Search and Replace, and
02:17fixing links, and so on.
02:19If it all possible, use these same XHTML file naming guidelines, such as, you know
02:25all lowercase and no spaces, for all the images and style names.
02:30I know that it's probably going to be impossible to do that, especially for
02:33images coming in. But especially with your style names;
02:36so instead of calling something bullet 1 that we used in last year's annual
02:41report, try and keep it really short like bull1 or bullet1 with no spaces and
02:46all lowercase. Because remember the style names appear within the HTML files and
02:51within the CSS file later.
02:53And you'll be very happy if you remembered to keep these style names short and sweet.
02:59I'll be coming back to file names in future videos, but I wanted to give you
03:03the heads up at this point. If you have any control, again, over the file names
03:07for your documents, or the style names, to go ahead and get in the habit of using
03:11HTML rules right now.
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4. Modifying Text and Images for EPUB Export
Maintaining text frame spacing
00:00Now sometimes what might look perfectly reasonable and fine and in fact
00:05nicely done in InDesign,
00:07When you print it, or when you export it to PDF, then it doesn't make the cut
00:11when you export it to EPUB.
00:13Take this case of this beautiful title page spread, for example.
00:17We are looking at it in InDesign and I'm just going to go ahead and export
00:21it directly to EPUB.
00:22So I'll press Command+E or Control+E. Click Save.
00:26We're going to use the default settings for everything, Based on Page Layout,
00:30View the EPUB after Exporting.
00:33And Contents, you don't need to have any of these selected. Under CSS
00:36you can keep all three, or just the first two, as long as you have Include Style
00:39Definitions so the formatting comes along. Click OK.
00:44Oops. What happened?
00:46All the text is jammed up next to each other. Let's take a look why
00:49that might happen.
00:51I'm going to switch from Preview mode to Normal mode, and you can see now that
00:56the reason these four chunks of text were spaced out is because they're all
01:01in separate frames.
01:02When you export to EPUB the frame geometry, where the frames are located on the
01:08page, is not honored, as I mentioned in a previous video about what gets
01:12transferred and what doesn't getting transferred from InDesign to EPUB.
01:15So you can't rely on this kind of thing and hope that the EPUB will maintain the
01:20same amount of spacing.
01:22We're going to need to incorporate all these into a single text frame and then
01:26add spacing ourselves.
01:27So here is a little side tip, by the way, to quickly get unthreaded text frames into
01:32one frame, rather than copying and pasting, or cutting and pasting.
01:35First make sure that all the frames end with the paragraph return
01:38so we don't have paragraphs running into each other. And then just select the
01:42very first one, and click on the outport. Hold down the Option, or the Alt key on
01:47the PC, and click in the other frames that you want to thread.
01:51And I'm just keeping that button held down and click, and click, and then release
01:56the button. Select the Selection tool and now these frames are threaded, but we
02:00still have the same content.
02:02Now that all the frames are threaded I can select these final last three frames
02:06and press the Delete key, and then just expand the first one. There we go.
02:10There, there is a bonus tip.
02:12Okay, so we want to add some space in between these paragraphs.
02:16So let's try this way, like that.
02:18I know you're saying no-no! Don't do that; it won't work.
02:22And you know what? You are absolutely right, but let's see what happens anyway.
02:25Export this to EPUB, I'll Replace the existing one. Accept the same defaults; same thing.
02:31Paragraph return runs are ignored; they're all collapsed back to one paragraph
02:35return, which I did talk about in a previous video as well.
02:38No matter how many returns you put in, you know, it's not going to be maintained.
02:42So if you want to see in InDesign what this is going to look like in EPUB and then
02:48fix it, you need to get rid of this run of paragraph returns, and replace them
02:52with actual formatting for the paragraphs.
02:55So for Ella M. Sexton here I would actually add space above in the Paragraph
03:01panel. Right here add 8 picas above, and now this would be maintained.
03:11And now it will be maintained when I export to EPUB if I remember to enable
03:16Maintain Local Overrides in the Export to EPUB dialog box. Because this was
03:21actually just, you know, a manually applied formatting.
03:24Better would be to actually create a style with space above and below.
03:28Because that way even if I don't turn that on -- which is usually not a good idea
03:31to turn on Maintain Local Overrides, it just makes the code really messy --
03:34have everything done with the paragraph or character style then it's much easier
03:38to work with in the final EPUB.
03:40I've already done that in this document called calif-titlepg-after.
03:43So if I click in this paragraph, for example, and look in Paragraph Styles, I've
03:49created a paragraph style called author _name, and we are looking under Indents
03:53and Spacing. You can see I added 2 picas Before and 8 picas After. And I did the
03:59same thing for other important paragraphs here.
04:02Now let's export this one to EPUB, to the Desktop. Same settings.
04:09Ah, there we go, much better.
04:13So in your InDesign documents if you have a document that looks like this with a
04:22number of frames that are stacked on top of each other you should know now that
04:26this is not how they're going to come on EPUB.
04:28You need to concatenate them into single frame, and then use space above and
04:32below the paragraphs to maintain that spacing in the EPUB.
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Fixing EPUB text issues with Find/Change
00:00Depending on the state of your InDesign documents, you may have quite a bit
00:04of cleaning up to do.
00:06As you have learned by now, one thing you need to do is get rid of space runs
00:11and character return runs. Because these are going to be ignored during the
00:15Export to EPUB, you want to a good idea of what the document is going to look
00:18like in InDesign before that so you can add space above or space after to your
00:23paragraph styles, and so on.
00:24So to get rid of these kind of things you can go through a document, you know, select
00:29delete, select delete, select delete. And here are some space runs, select
00:34delete, select delete. How boring is that?
00:36So of course any InDesign user worth their salt knows that is not the way to do
00:41it. Instead you are going to use Find/Change.
00:42You go to Edit and choose Find/Change. And it's very simple to search for space
00:48runs and replace with a single space. Like I can just type a bunch of spaces,
00:53replace with a space, and search the entire document, so I am going to get
00:57rid of these. Or to search for two or more End of Paragraph returns in a row,
01:03and replace with one paragraph return. Right, or you could even use the grep of
01:09Find/Change Multiple Returns to a Single Return. But in addition to space
01:14runs, tab runs, and carriage return runs, there are other things that you need
01:17to Find/Change as well.
01:19For example, let's get out of here for a second.
01:21Let me zoom in a bit.
01:24There are characters that you might not realize could cause problems in the EPUB.
01:29And even if the EPUB looks perfectly fine and you try to validate it, then it
01:33might come back with errors, because some of the characters are not allowed.
01:37One example of a special character that doesn't make much sense in an EPUB is a line break.
01:43So this character right over here; it forces the start of a new line.
01:46Because remember, we have no control over the width of the device that the user is using.
01:51They might be reading this on an iPhone, and may have really ramped up their
01:54font size really large, so they're only able to fit A Spanish story written, in one line.
01:59So you normally want to get rid of soft returns, or forced line breaks as they
02:04are called. And something else that I can see here is, it's really hard to
02:08tell, but to a practiced eye you can see this little red line happening right
02:14before the word supposed.
02:15Now this is actually a discretionary hyphen, which is a special character that
02:19you use whenever you want InDesign to have the choice of to break it here, or if
02:24it doesn't have to break, to remove the hyphen whatsoever. But people know that
02:28there's a trick that you can insert a discretionary hyphen in front of a word,
02:31to prevent it from breaking ever.
02:34So I can start typing some spaces and the word supposed won't break; it will
02:39just go to the next line.
02:40Of course, you could use other ways to do that, but that is a common trick that people use.
02:47Here we have another soft return, and then down here we have these little red
02:51squiggles. What are these?
02:53Those are actually non-breaking spaces.
02:56So what you're saying is that in this document, while you're editing it, you
02:59really don't want this name to break at the end of a line.
03:03But again that might look really dumb in EPUB when you are reading it on a
03:06device. So you normally want to get rid of that and then just let the device break the
03:10lines where it needs to.
03:12So you can use Find/Change to get rid of those as well. You can come up back
03:16over here to Text, and search for Hyphens, and find a Discretionary Hyphen, and
03:21replace with nothing and so on. But there is a faster way to do all of these
03:26Find/Changes and more. And its name is FindChangeByList.
03:31It's a free script that comes with InDesign, and it's easily used. All you need
03:36to do is double-click it.
03:37So you can find it by going to the Window menu and opening up your Scripts panel,
03:41which is under Utilities here. And inside the Application folder, twirl that open,
03:49you will see a folder called Samples.
03:51Don't worry about My Scripts; I will get to that in a second. On a Mac
03:56you will have AppleScript and JavaSript, and on a PC you will have VBScript and JavaScript.
04:00The JavaScript is cross platform; let's just look at that.
04:03So here's the script FindChangeByList. And essentially, FindChangeByList is a
04:08sequence of different Find/Changes that have all been saved to the same file.
04:12If you double-click it, it just wants to know if you want me to do this in
04:15the entire document, or just the selected story.
04:18Now if you are wondering, well, what exactly is it going to change? Then you
04:22need to look a little further. It's not really well documented, but
04:26FindChangeByList actually looks for instructions in this Text file. It is easily
04:31visible and understandable to a normal carbon-based life form.
04:35If you just right-click on it you can get to Reveal in Finder, or Reveal
04:39in Explorer on a PC.
04:40Now it'll become selected in your OS; you can double-click it, and edit it with any text editor.
04:45Now the instructions for how to use it are detailed up here in these comments.
04:50We're not going to go through this in very much detail.
04:52But I just want to call your attention to this sequence of where it says grep,
04:56and then where it says text.
04:57These are the different Find/Changes that FindChangeByList does. And there is a
05:01little clue at the end of each one of these instructions that tells you what the
05:05preceding line will do.
05:07So this findWhat changeTo will find all the double spaces, and replace with a single space.
05:13Or we come down here, this one right here will Find all space-dash-space and
05:18replace with an en dash, and so on.
05:20So these are all of things that it will Find/Change, and by reading instructions
05:24it's easy to see how you can copy and paste these, and then tweak them so that it
05:29finds things that you need to find that aren't part of the script, and changes
05:32them what you want to need to change to.
05:34Like it could find every instance of AMC, and change it to Anne-Marie
05:37Concepcion if I wanted it to.
05:38Simply by copying and pasting one of these lines and typing that in.
05:43I've done a lot of that work for you though; I made one just for EPUBs.
05:47So it's in the Exercise folder. You will find a folder called epub under
05:53Scripts. And if you copy and paste that epub folder into your Scripts folder,
05:58without even restarting InDesign, when you come back to Scripts folder you'll
06:02find it right there.
06:03Now if you create another folder called My Scripts and paste it inside there,
06:06that's where it will be. Otherwise it will just float inside your Application
06:09folder. And, by the way, if you don't know where the Scripts folder is, like where
06:12are you supposed to bring the epubs folder in, all you need to do is open up
06:16your Scripts panel, right-click on let's say Samples here, choose Reveal in
06:22Finder, or Reveal in Explorer, and there it is.
06:25So you can just drop the epub folder right inside here if you wanted to,
06:29Anywhere inside here.
06:32So what I did my special EPUB, FindChangeByList, you can see it's
06:37FindChangeByList-epub, is this script looks for this Text file. And I had edited
06:45this text file -- dash epub -- to add a few more things that can give a lot of
06:52EPUB readers heartburn.
06:55So things like nonbreaking spaces, discretionary hyphens; it will go through
07:01and remove all discretionary hyphens and just get rid of them. But if it finds
07:06a nonbreaking hyphen, it will replace it with a regular hyphen. Those kinds of things.
07:10So again, this is all editable, but these are some of the most common errors that
07:13pop up from special characters in InDesign files when you export to EPUB.
07:18So to run that script, just run it like the other one. Just double-click and we
07:22will go ahead and fix this entire document. Here you go.
07:24It just looks like it brought up a paragraph that we could, you know, change the style. But
07:31let's take a look at some of the other things that it fixed.
07:33It got rid of our discretionary hyphen and our nonbreaking hyphen.
07:40Let's take a look at this side.
07:41It got rid of all the space runs; all the instances of a multiple carriage
07:49returns. It got rid of the nonbreaking spaces; that guy's name.
07:53So it's a nice fast clean up that you can do with Find/Change
07:56or FindChangeByList.
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Applying paragraph and character styles
00:00When you convert an InDesign document to an EPUB document, part of what InDesign
00:05does is it takes all of the style information that's been used in the document,
00:10all of the paragraph styles and any character styles that you may have
00:13created and applied to text, and it converts those to a single Cascading Style
00:21Sheet or CSS document.
00:23So all of the style names, along with all their specifications, as much as it can
00:29to what CSS supports.
00:31Remember CSS is the way that Web pages are formatted and an EPUB is essentially
00:37a miniature web site zipped up into an EPUB file.
00:41Now if you have never seen CSS before do not worry about it.
00:45You don't need to be a CSS expert in order to properly prepare your InDesign
00:50files for optimum EPUB looks. And I'll definitely be talking more about CSS files
00:55and how to tweak them in a future chapter.
00:57Right now, I want to talk about the very basics which is how important it is to
01:01use paragraph and character styles in your document so that you can later on
01:06tweak them and edit them in the CSS.
01:09We have here a very simple document with some formatting. You can see a lot of
01:13paragraph styles have been applied. And we also have some overrides.
01:18So like this, San Francisco Bay, has been made into a Bold Italic just by
01:23selecting the text and making it Bold Italic.
01:25All right, so it's not using a Character Style. Neither is that; neither is that.
01:31We have just Italic here; we have Small Caps over here.
01:34Now let's go ahead and export this to EPUB and find out what happens to
01:39this kind of formatting.
01:42We're going to Export it right to the Desktop. And in Contents -- you can leave everything here as is.
01:48In Contents, we are going to keep the default CSS options turned on. So
01:52it's going to include the style definitions for all the paragraph styles that
01:55were used in the document. It's going to Preserve Local Overrides that I just
02:00pointed out. And it also going to Include Embeddable Fonts. Fonts are not
02:04part of what we are talking about in this video.
02:06Mainly, we are looking at the styles and the overrides.
02:09So I will say OK, and then it opens up and you can see, yeah, for the most part
02:13that they were maintained.
02:14It didn't maintain the small caps line, but that's something that EPUBs
02:17always have difficulty with, and you have fix later in the CSS.
02:20So you're saying, okay, well, so what's the problem?
02:23The problem is when you go to edit something that has local formatting. I am
02:27actually going to open this up in a little editor that we will be getting very
02:32familiar with later on, called TextWrangler, that lets us peek at the contents of
02:37an EPUB without having to actually unzip it first.
02:42If we open up the HTML file containing the story you can see that where it says
02:50major port, it doesn't have a nice emphasis, or Italic, or anything like that.
02:55It's says character-style- override-3. And this one was
02:58character-style-override-2. And you can imagine if you have a 50 chapter document
03:03with 500 pages, it would be insane the number of character-style-override that
03:06you would have to keep track of.
03:09It is far, far better to use a character style instead of manually applying
03:14this kind of formatting.
03:17If we look at the CSS document, you can see that it also has all those
03:21span-character-style-overrides. There is the Italic Bold, here is the Normal
03:25Bold, here is the Small Caps that you would have to edit individually, and this
03:29could number up into the hundreds if you had a really long document.
03:32So this is not what you want to do.
03:34Let's come back here to InDesign. This time let's export the document to EPUB.
03:39We will replace the existing one, but in Contents we are going to turn off
03:44Preserve Local Overrides.
03:48So the document comes through but we've lost all of the local overrides
03:52right? No surprise.
03:54The solution, then, is to go through your documents and look for any instances of
03:58local overrides, and replace them with true paragraph styles, and character styles.
04:03And that can be pretty onerous but it's going to be worth it in the long run.
04:06I am going to show you a fast way to do that in this video. Actually a couple of fast ways.
04:11First of all, you can always select everything in the entire story.
04:15I am going to click in here and press Command+A or Control+A. And then in
04:19Paragraph Styles, if you click this little icon down here, this will clear
04:24any overrides in this selection.
04:25I will just go ahead and click it, and then click here, and now you can see that
04:30everything that had been formatted manually, rather than from a style, is gone.
04:35So it's not really helpful to maintain that kind of formatting, but if you ever
04:39need a way to just clear everything out to see what you are really working with
04:43that's a cool way, and you can always undo.
04:45So let's go ahead and do that.
04:46Undo Clear All Overrides, and we are back to where we started.
04:50Now another thing you do to convert this local formatting to actual character
04:55styles would be to use Find/Change.
04:58So we go to Edit and choose Find/ Change, and let's clear out any previous work
05:05that we have done here.
05:05So what we want to do is, we don't want to change any text, so we leave Find
05:09what and Change to Empty. Instead we want to Find Format and Change Format. So you
05:14want to Find anytime that there is something that is Italic, and then you want [0005:23.17] to Change it to a Character Style called Italic, and if you don't have a
05:29Character Style called Italic, you can create one and specify it here.
05:32But we are going to back out of here because you can see though this is
05:36possible to do it this way, this can also get very tedious, and there is a faster way.
05:41There is a third party script that I have installed, and we will put up a little
05:44banner here that tells you where to download it from, called Prep Text that was
05:48written by a wonderful man who helps us out a lot on indesignsecrets.com blog.
05:54He just writes lots of great scripts, and this is a free script that works in
05:58CS 5.5 perfectly fine.
06:00I have installed it by dropping it into my Scripts folder, and you should do so as well.
06:05Find your Scripts folder on your hard drive, and drop it in there.
06:08I explained how to do that in the previous video.
06:11I have already done that in My Scripts. I keep all my EPUB related scripts
06:15inside an EPUB folder so I can quickly find them.
06:17And there is preptext. His name is Jongware; that's a screen name.
06:22All Prep Text does is it goes through the document, it looks for any instance of
06:26overridden styling, and creates a character style, then automatically applies it to that text.
06:33Is that cool or what? so watch it.
06:34I am going to open up the Character Styles panel and watch the magic.
06:38I double-click. Bam, bam, bam: it applied those styles.
06:42Now it doesn't create a character style for every single instance of manual
06:46formatting you may have applied. Perhaps you made a pink diamond bullet, for
06:49example, it's not going to automatically create a character style called pink
06:52diamond bullet, though that would be cool if it did.
06:55But it will create and apply character styles like Bold, Bold Italics, Small
07:00Caps, Superscript, and so on.
07:02So if I click inside one of these, you can see that it actually applied Bold
07:07Italic, and Bold, and Small Caps.
07:12Now let's go ahead and export this to EPUB again; replacing the existing one.
07:19Once again we want to keep Preserve Local Overrides turned off.
07:23I call this in case of emergency.
07:24You need to rip out really quick EPUB that maintains the formatting then turn that on.
07:29But for actual EPUB that you are going to sell you normally never want to turn this on.
07:33You want to create a quality EPUB that's formatted completely with character
07:36and paragraph styles.
07:39Click OK. And now because these were applied with character styles they are maintained.
07:44Now as I said, we are not seeing Small Caps because CSS has an issue with small
07:47caps. You actually need to get in there in the CSS and edit it yourself. But
07:51everything else is maintained and this will be a lot easier to edit should we
07:54need to do so in the CSS and HTML files.
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Mapping paragraph styles to CSS tags
00:00I'll be honest with you: I struggled with the idea of, should I include this
00:05video in the title at all. Because it's a little out there for people who are
00:10coming from a print background, and I imagine that many of the people watching
00:13this title are trying to figure out how to convert their print documents to
00:16EPUBs. But I thought, you know, there's a lot of you out there who have been
00:20doing it for awhile and need some help. And let me show you this great feature
00:24in CS5.5 that you might find extremely helpful.
00:27The feature I'm talking about is the ability to map paragraph styles to CSS styles.
00:33Now, you already know that that is what InDesign does by default.
00:37It maps the paragraph and character styles that you have to CSS styles.
00:41We've talked about that many times;
00:42we'll be talking about it even more in future chapters. But there is a glitch to
00:47how InDesign does this that the ability to map styles can help fix.
00:52Let's see the default results.
00:54I've already exported this with default settings to EPUB, and I have it open in
00:59Adobe Digital Editions.
01:00I reduced the Font size up here a little bit so we can see a two-page spread, and
01:05I think it basically looks pretty good.
01:07We've got a drop cap, and we have our body copy with the first line indent, we've
01:11got a little pull quote, we've got a caption. Looks fine.
01:14But I've also opened up this EPUB in TextWrangler, one of a variety of EPUB
01:20editors that I'll be talking about in the next chapter, to show you what's
01:24happening behind the scenes. To show you how the sausage is being made, as it were.
01:28The problem here is that if you ask any professional Web site designer, or a
01:33coder, to ask them to take a look at the CSS file and they will blanch, because
01:37though it will work, it's very messy.
01:40You can see that for every single instance, so let's actually take a look at
01:43the file, for every single instance of a body paragraph, InDesign adds a class
01:50called body to it. And there is a paragraph class Pull-quote, now that makes
01:55sense. But body, after body, after body; that doesn't make sense.
01:59This is called classitis.
02:02A professional Web designer, or coder, or somebody who is very familiar with HTML
02:07and CSS, would instead just call this a paragraph tag. They'd just say p on here,
02:12and they would declare in the CSS file what the paragraph element, the p, what
02:17that should look like by default.
02:19Print designers can get their head around this if you understand that Web
02:21sites should be designed like you modify the default paragraph style to be
02:26how you want all of the text to look by default, and then you use occasional
02:31instances of different paragraph styles or different character styles to tweak that basic look.
02:36When instead, InDesign will export everything as though you would apply a
02:40paragraph style, and then a character style on top of the entire paragraph. And
02:45it defines settings for every single item, which makes it very difficult to use
02:50the cascading nature of CSS, because every attribute has been declared.
02:56So as I said, I hesitated to include this because it gets a little advanced.
03:00The idea is that you want to use clean HTML and CSS code. And by default
03:05InDesign does not create clean HTML and CSS code.
03:09It looks good, but if you ever need to get in here and edit it, or say that
03:13you're doing a series of books that all need to have the same look, this can be
03:16a lot of work to fix and to tweak.
03:19Instead, you want to end up with a very clean CSS file with just a minimum
03:24number of attributes, only the ones that are required, so you can quickly
03:27format and tweak the formatting of your EPUB. And that is where map styles to CSS tags comes in.
03:34So let's close this and just let me show you that in InDesign.
03:39Let's say, for example, this paragraph right here: this is Pull quote. This
03:45could very well be the normal HTML tag of block quote.
03:50A block quote in HTML is an indented paragraph, indented on both sides, meant to
03:56do the work of a pull quote.
03:58So if you wanted to map this to a block quote, you wanted to export with a block
04:03quote tag, and not the pull quote tag, you can do that in InDesign.
04:06We're going to Edit this style, Edit Pull quote, and at the very bottom of the
04:11list choose Export Tagging. So this applies to both EPUB, and if you're
04:16exporting to HTML, to HTML as well.
04:19What it's showing us here is that the Style Name Pull quote will automatically
04:22be tagged with Pull quote, the class, attached to the p element, the basic p for
04:28paragraph element. And the class will include all of these attributes.
04:33This is exactly what we just saw in the CSS file.
04:36There is a dropdown menu here that offers to replace the Automatic tagging.
04:43Let's just say that we wanted it to be a plain old paragraph, just a p. You see
04:49that we would lose all this formatting, but the idea is that in the CSS file we
04:52would have defined the paragraph to match this.
04:54Now, this is probably not what we want.
04:56We don't want the pull quote to be just like a regular body paragraph. We want
04:59it to look indented. We want it to map to block quote, but block quote is not
05:03one of these choices. Aha!
05:05Few people realize that this is completely editable in here.
05:09So I could type blockquote if I wanted to, and it will go ahead and export this
05:15as a block quote around it.
05:17So I am going to go ahead and click OK.
05:19Now, if you want to do this to a number of styles, you can go to the Paragraph
05:23Styles flyout menu, and choose Edit All Export Tags. And here is a little
05:28familiar interface from InDesign.
05:30You can select any or all of your paragraph or character Styles, and assign
05:37them to a specific tag.
05:41I might take body, for example, and under Tag assign it the plain old p quote.
05:47I could do that for any other of these kind of styles here.
05:50I am going to click OK, and now let's go ahead and export this to EPUB. So it's
05:57not the default. This is actually mapped.
06:03And under Contents we're going to leave it as is.
06:06The best way to use this feature though is to actually create your own CSS file
06:11that defines what a paragraph element should look like, and then you can link to
06:15it here. And that makes for a very automated workflow that will give you quality
06:20results consistently.
06:22For now, let's just take a look at what InDesign does to the CSS. We'll click OK.
06:27So it has lost some of the formatting that we defined for body, and for Pull
06:32quote. But if we open up this in TextWrangler, that was mapped, and we start
06:49scrolling, we can see that now this just begins with a block quote and ends, and
06:55then these paragraphs just begin with a plain old p. So we don't have anymore
06:59classitis happening.
07:00What you do need to do though is you need to go to the CSS file, and add the
07:05elements p, and blockquote, and then add the attributes here. Or the idea being
07:09that you would already have a CSS document that did that for you that you
07:12would have linked to.
07:13So that is what that whole feature is all about in CS5.5.
07:17Maybe it's not fully baked yet, this is the first time that we've been able to
07:21see it in 5.5, but it's a big step forward in creating nice, clean HTML and
07:26CSS files.
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Modifying tables
00:00If your InDesign document contains a table, the information in that table
00:05will be included in the export to EPUB, and it will be maintained in the table structure.
00:10What you will lose though will be some, maybe even most, of the table formatting.
00:15Especially things like the Strokes and the Fills.
00:18However, these can be easily reconstituted in the CSS file after the fact.
00:23So let's take a look at how this table will export to EPUB.
00:27I'm going to switch back to Normal view. And just to review that tables are
00:31always part of a textframe, so there's usually not a problem with worrying that
00:35the table will appear in the correct order when you export even if you're just
00:39using based on page layout.
00:41Of course, if the table is in a stand- alone frame that you have dragged in here,
00:45then you are going to need to manipulate the layout, or use the Articles panel,
00:49to make sure the table appears in the correct location when you export.
00:53But other than that there's really nothing special you need to do to tables.
00:56I've applied a table style to this table, and the table style uses specific
01:01paragraph styles for the Contents of most of the cells. That's about all that is new here.
01:06Let's go ahead and export to EPUB. So we're going to export directly to the
01:13desktop and I will click Save.
01:16We are going to use the default settings under Contents. Just to make sure that
01:20at least Include Style Definitions is turned on.
01:24You don't have to have the other two turned on unless you want to
01:26actually preserve local overrides, and we are not dealing much with fonts in this video.
01:30So let's just click OK, and make this larger. And there is our table in all its glory.
01:40So you do see the formatting, I mean the text here is blue just as it was in
01:44InDesign. The text here is blue, because that's part of the paragraph style for that text.
01:50We see the stroke on the outside and that things are aligning more or less.
01:55Now remember we are using Adobe Digital Editions. Your table might look
01:59different depending on the device that you are formatting this for.
02:02So, for example, in Firefox you can install a plug-in that will open up EPUBS,
02:07which I talked about in previous video. So I have jumped to Firefox and we are
02:11going to open up that same EPUB right here in Firefox. Oh, look at that.
02:16So we are getting the code that InDesign creates.
02:20Firefox can understand that this stuff is supposed to be green filled in these
02:24rows. But sometimes it's just the fault of the EPUB reader software. But of
02:29course that is the challenge. That's what they pay us the big bucks for, right? To
02:33format text and tables so that they look the best in every single reader that
02:37our customers will be using.
02:39I want to show what this looks like in an editor, so I'm jumping to
02:44TextWrangler, which will let us peek at the innards of an EPUB. And here is the actual text.
02:51Let's make this a little larger here. All right!
02:55So this is the HTML file that was exported, and here are the table tags.
03:00So if you have ever created a table in a web page this looks very familiar to you.
03:04Starts the table right here and you can see the class is "doctor-table." That is
03:09the name for the style for the table.
03:11With table row, table data means a cell, and then here is the first paragraph
03:16called Degree with the correct paragraph style applied. Then that's the end
03:21of that cell, beginning of the next cell, and so on. The end of that row, and it continues.
03:28Even if you have merged cells, that is maintained as well.
03:33So you can see over here it says, table data colspan = "2", and somebody
03:39apparently applied manual formatting to this text where it says Unknown.
03:43So this is what it's referring to in the InDesign file is this block right here.
03:47So you see these two cells were merged and then somebody overrode the paragraph
03:52style and made this centered. But you can see that came through as well.
03:59If you look at the CSS, you can go ahead and edit table head, table body, and you
04:06can add your own tags for tds and trs to make sure that the fills and the
04:12strokes appear correctly.
04:14So it takes some CSS digging, and hopefully with every new version of
04:18InDesign we will get closer and closer to maintaining the actual formatting in the end result.
04:24Now what you might also think about though is that a table created for print
04:29might not work well on EPUB.
04:31This is a pretty wide table.
04:32If we look at this in Digital Editions, it did lose some of its table geometry,
04:38but let's say that we're looking at this in a very small reader.
04:46It starts to get cut off; it doesn't automatically resize.
04:49So you need to think about the content that you have in those tables.
04:54Maybe it's not suitable for an EPUB, because tables really don't reflow.
04:59You might want to reduce the size, or break this up into two tables or three
05:03tables with a fewer number of columns.
05:06Another thing you could do would be to turn this entire table into an image, and
05:11that way when you resized the page, or the screen, or you are reading this EPUB
05:16on a small screen versus large-screen, you can have images automatically resize
05:21to fit, resize proportionally. So people could actually see the table there.
05:24It might be very hard to read, and of course, once you turn a table into an
05:28image, you can't search on it;
05:29you can't search for text within it, because it's no longer text.
05:32It's just pixels in an image. Something to keep in mind, but that's the
05:36trade-off that we have at this point.
05:37Now, I'm going to show in the next video how to convert InDesign artwork,
05:42including tables, into artwork very easily in InDesign CS5.5.
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Converting InDesign objects to images
00:00When you export an InDesign document to EPUB, you know that all of the text on
00:04the live document pages, and all of the placed images or placed PDFs, those also
00:09get exported and included in the EPUB. But what doesn't get included are any
00:14elements that you created in InDesign that aren't strictly text or images.
00:19Like, for example, these blue triangles at the top would get dropped out, or
00:23these red lines and circles would get dropped out.
00:27If we have this text on a path, but only the text would appear not the path.
00:33So let's actually take a look at that and see what happens if we export this
00:36as is to EPUB, indesign art, I just pressed Command+E or Control+E, which is the keyboard shortcut.
00:42We're going to accept all of the default settings. Make sure View EPUB after
00:46Exporting is enabled. And we can just leave these at the default, and click OK.
00:52So the text came through.
00:54Here is the text on the path.
00:56She is the sweetest dog in the world!
00:57But the path itself didn't come through.
01:00There is the headline, the byline, the body copy. And then text from the little
01:04call-outs; Ears at high alert, Tail is relaxed. And then just a picture of Zoey,
01:09my dog. But we're not seeing the arrangement of these things actually calling
01:14out of the red lines, or what happened to the blue triangles?
01:17If you want to include artwork that you created in InDesign you need to convert
01:22it to actual placed artwork by exporting it to say JPEG or GIF for something
01:28from the Export dialog box, and then replacing this.
01:30Or the better, slicker way to do this, though I think it's an undiscovered
01:35feature in InDesign, is actually to convert it to a graphic upon export.
01:40And the beauty of that is that first of all, it's easier: you don't have to
01:44replace anything or link anything.
01:46And second, the objects are completely editable in InDesign while they are
01:50there. It's only when you export to EPUB that they're converted to graphics. Isn't that cool?
01:53Let me show you how you do that.
01:56Let's start with just this.
01:57She is the sweetest dog in the world, yes she is.
01:59I am going to zoom in a bit.
02:00This is just plain old text in the path.
02:02I select the object with my Selection tool, and I go to the Object menu and
02:07choose Object Export Options.
02:10This is a very interesting dialog box that we'll be revisiting a few times in
02:14this chapter. But in this case what it's really good for is you can click on
02:19EPUB and HTML, this tab over here, and then turn on Custom Rasterization.
02:25Whatever you have selected in the layout will be rasterized: that is, converted
02:30to artwork when you export to EPUB or to HTML.
02:35If you want to match the settings of any typical kind of image, the default
02:39settings from when you export to EPUB in the dialog box, then you want to set
02:43the Size to Fixed, the Format to JPEG, the Resolution to 150, the Quality to
02:49High, and Method Baseline.
02:50Of course this is Custom Rasterization, right, custom, so if you want to convert
02:56it to a graphic that's slightly different than what the default graphics would
02:58be, you could choose Relative to Page Width, which means that as somebody
03:03resized the page, say that they are not reading it on a device, but in say Kindle
03:07Reader for the PC that actually has a window that you can resize, then the
03:11graphic would actually resize proportionally as the window is resized. Otherwise
03:16graphics stay the same size even if you make the window smaller.
03:19Or you could choose a higher resolution or a lower resolution. It's up to you.
03:23But let's just leave them at the default right here, which is Relative to Page
03:27Width -- actually let's make it Fixed, we want Fixed, click Done.
03:31And let's do the same thing for these three graphics at the top.
03:34So I am just going to drag a Selection Rectangle over all of them, come back up
03:38here, Object Export Options, turn on Custom Rasterization.
03:43And let's just leave this at Relative to Page Width, and we can see the difference.
03:47I'll click Done, and now I will export this to EPUB.
03:54We'll replace our existing one.
03:56That's kind of interesting!
04:01So we have some new elements here that InDesign rasterized upon export.
04:05If I resize the window, then notice how the triangles get small, but the text on
04:14the path stays the same size. Because the text on the path is an object that is
04:18set to be Fixed size, and the triangles were Relative to Page Size.
04:22So maybe this isn't the most beautiful thing in the world, but you can of
04:27course, tweak this, and try exporting the different settings to get it exactly how you want.
04:31Now, the reason the three triangles are not all in a row across the top is
04:35because we need to group them first.
04:37So let's come back up here.
04:38We still have these selected.
04:40First I need to group them, Object> Group, and now Object Export Options, and
04:47turn on Custom Rasterization for the Group.
04:51And let's do the same thing for this down here.
04:53I am going to just select all of this, and Group it, and then go to Object Export
05:01Options, Custom Rasterization, Done. And let's go ahead and export this to EPUB.
05:07Replace, same settings as before. There we go.
05:13So now the three triangles appear in a row on the top.
05:16And if we scroll down, so let's make the type smaller so we can see this in a
05:20couple of pages or one page, we can see the actual image with all the call-outs.
05:24So this is exactly the same as if we had selected all those objects in InDesign,
05:29exported it to JPEG via File>Export, moved these objects over to the right in the
05:35pasteboard so they weren't actually included, replaced it with the JPEG.
05:39That's kind of a pain. But what's really cool is that in CS5.5 we can just leave it as is.
05:44This is still completely editable.
05:46We can come in here and edit this text if we want to, and then whenever
05:49we export it, it's going to remember that it's part of a group that gets rasterized.
05:53Let me Revert this document and show you another way that you might end up
05:58getting InDesign artwork converted it to graphics.
06:01you may not want it converted to graphics, but I want to bring this to your attention.
06:05We've been exporting based on Page Layout Order.
06:08If instead we use the other method based on the Articles panel, which I talked
06:13about in a previous chapter, oftentimes objects will automatically get
06:17rasterized when you export.
06:18So let's open up the Articles panel, it's the first one under the Window menu.
06:22And I've Reverted, so nothing is grouped, nothing has been set to be rasterized.
06:27And I am just going to hold down the Command or Control key and click the Plus icon
06:31at the bottom, which will add everything in the document to the Articles panel.
06:35Now, notice that it also brought things like path, polygon, polygon. That means
06:41that these things are going to be rasterized when it gets exported.
06:44So I am double-clicking on these to see what it's selecting, and then also
06:48brought in a group. Line, line, line.
06:50Let's just see what happens when we export this.
06:53I like to play like this. It's a really good way to get to know all the EPUB
06:58Export Options as you work.
06:59Remember to choose Same as Articles panel. You don't want to choose Based on
07:02Page Layout. And then click OK.
07:04So you see, we didn't need to visit Object Rasterization Options, it
07:09automatically exported the type on a path.
07:12It automatically converted these guys.
07:15And it did export some parts of this, not all of it. Let's go back.
07:20If you really want to have complete control using the Articles panel when you're
07:25exporting out to EPUB, if you want to have complete control over how things are
07:28rasterized, here's a better way to do it.
07:31Instead of adding everything, I am just going to delete this.
07:37Let's just actually drag things over.
07:39So there's our dog Zoey.
07:41We'll just call this story Zoey, title, and byline, and now I am going to take
07:49these three things and Group them;
07:51I just press Command+G or Control+ G and put that at the very top.
07:57This can come right on over. That did fine. And actually before I bring the
08:01story over, let's select this, Group it with Command+G or Control+G, bring that
08:06Group over like that, and then the actual big story.
08:12So first I've made sure that they are in a group, and now that they are in a
08:16group, I can hold down the Option or Alt key, and double-click on the name of
08:21this entry, and come right to Object Export Options. And now I can say, yes, this
08:26should be 150, and let's do the same thing with this group.
08:30This should be 150.
08:33That's the picture with the call-outs.
08:37And now, because I am using the Articles panel, I have control over the order.
08:41Do you remember how we kept getting the type on a path appearing above the headline?
08:45Now we don't need to worry about that.
08:46We are going to have the triangles above the headline.
08:49This is the type on the path right here.
08:52So let's see how this works.
08:54Export to EPUB. Same as Articles panel.
09:04There is My Dog, Zoey.
09:06Let's make it a little bit smaller so we can fit more in the page. There we go.
09:10So we have everything that we had on the InDesign page.
09:12We don't have page geometry, which we already know we can't get in the EPUB. But
09:17we do have elements of the page that we wanted to maintain the page geometry.
09:21Those are completely intact as an actual image.
09:24But the beauty of it is we actually did not need to change the layout at all.
09:29All we needed to do is add things to the Articles panel, and apply Groups and
09:33Custom Rasterization as we needed to.
09:35So whether you're using the Articles panel or Page Layout as the basis for the
09:40reading order, you can use our friendly little Object Export Options dialog box
09:47to convert InDesign artwork and groups to rasterized objects on export.
Collapse this transcript
Manually optimizing images or using the Object Export options
00:00All of the artwork, all the images, that you place into your InDesign file and
00:04that lie on the document pages will get exported to EPUB, and will get converted
00:10to RGB files at 150 ppi resolution by default.
00:14So you don't have to worry if your print document uses high-res CMYK images.
00:19There is no reason, except for maybe a little one that I'll show you in a little bit,
00:23but normally there is no reason for you have to create two different versions of
00:27images: one for print and one for EPUB. Yay!
00:31Let me show you some basics of how images work between InDesign and EPUB, and
00:36then a couple tricks.
00:37So I've placed this image called Oak Alley that I took myself in New Orleans. Isn't that
00:41gorgeous? It's from a plantation down there.
00:44So the image is called Oak Alley, and down here in the Links panel you can see
00:48that it is 180 resolution.
00:52I'm going to scale it smaller by holding down the Command+Shift key as I drag a
00:58corner, or Control+Shift in a PC. And I want to get it to 300 pixels across.
01:04I'm looking at the Width field in my Control panel. Can you see it? Kind of hard
01:08to get exactly there.
01:10So I am just going to undo, and instead in the Scale field I am going to type in
01:15300 pixels, which is a cool little trick that you can enter a measure in the
01:19Scale field. There we go.
01:22So it's exactly 300 pixels across.
01:24Now that I've scaled it down, as you know, if you knew InDesign 101, the
01:28resolution has been increased to 492 pixels per inch. Because we just made the
01:34pixels smaller, so more fit in an inch.
01:36What you see in your InDesign document is what you're going to get when you
01:42export to EPUB. So if you made an image that's 300 pixels across, then in your
01:47EPUB you're going to have a 300 pixel wide image.
01:50And if you have the luxury of creating a new InDesign document from scratch,
01:55then you might as well create an InDesign document that's going to be the
01:59target size of the final EPUB. Like let's say that you are doing it for an iPad or a large Kindle.
02:03A good rule of thumb is just to make an InDesign document that's 600 pixels
02:07wide by 800 pixels tall.
02:09So now I know if somebody is looking at this on an iPad, that this image is
02:13going to take up about this much width of the page.
02:15You see, there is a method to my madness.
02:19And by the way, if you are wondering, how did you get pixels in here?
02:21I just changed the measurement system from Preferences, or my favorite trick
02:25is to right-click in the intersection of the Rulers, and then choose Pixels right there.
02:30Let's export this to EPUB and see what it looks like.
02:32I am pressing Command+E; jump over to the Desktop.
02:39We're just going to accept the defaults. We're going to come back here in a
02:42little bit. And there is the image, and let me sort of move it over a bit so we
02:48can look at them side by side.
02:51You might be thinking wait a minute, this looks a little bigger than the one in
02:55InDesign, and that's because this isn't at 100%.
02:57Let's change the View Scale to 100%, and move it over a bit. So do you see? They
03:06are just about exactly the same.
03:08Except that this has been downsampled by InDesign to 150 ppi from -- do you
03:13remember what it was? 492.
03:14Now if I rotate this image, just by dragging here, and I add the required Drop
03:24Shadow that is in the end-user license agreement -- I don't know if you saw that;
03:28That every document has to have at least one drop shadow. And then I export this
03:32to EPUB, and we'll replace the existing one with the exact same settings. Then
03:37you see that one is also rotated with a drop shadow.
03:42If I had a stroke on there, you'd also see the stroke.
03:44So that is good to know that what you see in InDesign is what will happen in
03:49the EPUB by default.
03:51Now if you want to override that, you can.
03:53You can take any one image in your document, or any multiple images, go to the
03:58Object menu, go down to Object Export Options, and you can override what's
04:03going to be the default settings by choosing Custom Rasterization. And in fact,
04:08even before we come here, let me close this, and let's look at what are the default settings.
04:14So we'll visit this panel.
04:18The default settings are, first of all, that it should preserve the
04:20appearance from the layout.
04:21This is what maintains your scaling, your cropping, your rotation.
04:25If this was turned off, then we exported it to EPUB, no matter what it looked
04:29like in InDesign, it would appear in the EPUB really big, like how our image
04:33first looked even before I scaled it.
04:35So normally you want this turned on.
04:37The resolution is 150.
04:39In previous versions of InDesign it was 72, but as eReader devices get higher
04:45and higher resolutions, then there is no reason to keep scaling everything back to 72.
04:4972 ppi images will still work; they will just look a little softer. And if
04:55you want, you can set this to 300. If you have very detailed images and you
04:59think that eReader devices that your customers are going to be using will
05:02have high-reses, and there are places to find out what the resolution is for eReader devices,
05:07then you can go ahead and increase it. There is nothing wrong with that.
05:09But the default is 150, which is a nice average for the different kind of
05:13devices that are out there today.
05:16The Image Size is Fixed, meaning that if the person is reading it in a way
05:20that they can resize the Reader window, like if they're using the Firefox EPUB
05:24Reader Extension, or a Kindle Reader for the Mac or PC, but there is actually
05:29window that can resize,
05:31this is saying that the image will always remain the same size as fewer and
05:35fewer words are able to fit in the window. Or you could have it automatically
05:39resize proportionally as the page is resized.
05:42The default is Fixed. It's up to you.
05:44There are lots of other settings here.
05:46I am not going to cover them in detail here. I will in the next chapter. But
05:49a couple other defaults that you should be aware of is that InDesign will
05:53automatically convert all images to one of these three formats that EPUB supports.
05:59I can tell you that in my experience 99.96% of all images will be converted to JPEG.
06:06If they start out as a GIF, then they will remain as a GIF.
06:10If they start out as PNG, they will remain that way.
06:13Otherwise, if it's a TIF, if it's an EPS, if it's an AI image, if it's a Place
06:17PDF, if it's a PSD image: everything gets converted to JPEG. Even if it's just, say,
06:22a black square that you place from Illustrator, which would make much more sense
06:25as a GIF, it gets converted to JPEG.
06:28The Image Quality for all these JPEGs is High.
06:31So it's not the maximum.
06:32If you want Maximum, you need to choose that. That's not the default. And
06:36everything else is, I think, understandable for now. That's all we need to know.
06:40Now that we've seen the defaults let's look at how you can override the default
06:45on a case by case basis.
06:46So you select an image and like the Find panel, this is something that you know
06:50it's not like a completely modal dialog box, you can actually move things around
06:54while this is open.
06:57You turn on Custom Rasterization. And then you can, say, let everything else
07:01be 150 when I export.
07:03This one I want 300, or maybe you want this one to be 72 for some reason.
07:07You can change the Quality of the JPEG. You can change the Method, You can
07:11change the Size. This is interesting that the default for the Object Export
07:16Options is for the image to be relative to the page width, not fixed like it is
07:21in the EPUB default.
07:22So keep an eye out for that.
07:23So if you want it just to be higher res, but everything else is the same as all
07:28the other images, then you have to change this back to Fixed. And then under
07:32Format it doesn't do an automatic format. You can actually say this one should
07:36come out as a GIF, or this one should come out as a PNG.
07:38Okay, so now that you know the basics of how images work, let me show you a couple of tips.
07:44First of all a question I hear a lot is, should I rely on InDesign's ability to
07:49down sample all these images to 150, or should I take the trouble and actually
07:54do them myself in Photoshop, and sharpen them up, and do things like that, and then
07:57place those optimized images into InDesign?
08:01So I thought, well, let's actually test that out.
08:03So I made a document called image tests, that's part of the exercise files,
08:07and it's three copies of the same image. Except, here's the original: it's a
08:12high-res Photoshop file, PSD that I scaled in InDesign, similar to what I did
08:18with Oak Alley in this one.
08:20So if we look at the Links panel, it is 804 pixels per inch.
08:26This one I opened up the original Photoshop file in Photoshop, and then I used
08:30Photoshop's Image Size command to resample it to 150 pixels per inch, 300
08:36pixels across. And whenever you resample in Photoshop you have your choice of
08:41re-sampling or sharpening algorithms, and I chose the one that would sharpen up
08:45a little bit, which is what you normally want to do when you scale something smaller.
08:49And then just to see what InDesign would do to a low-res image, because I was
08:52curious, would it sample it up to 150?
08:55I created the same thing at 72 ppi.
08:58So we'll export this to an EPUB using the default settings. Image tests. In
09:05Image we are going to leave it at 150, Fixed, Automatic which we know means JPEG High.
09:11The idea is, will these look any different from each other?
09:16So I am going to bring this out wider so we can fit more. If you had a
09:21high-resolution monitor, you would be able to see all of these in one window, so
09:25I am making the Type smaller so we get two pages.
09:27Here is a high-res PSD that we scaled in InDesign, so InDesign did the
09:31downsampling in this one.
09:33This is the one that we optimize for 150, and then we place that one. So
09:37theoretically InDesign should not have needed to touch this at all. And then
09:42here's the 72 ppi one.
09:44I can see right off, it looks a little softer than the other ones, but it's
09:47still perfectly acceptable.
09:48It's kind of hard to tell on this monitor, or with Adobe Digital Editions, if
09:53there is an appreciable difference between these two.
09:56So what I did for you is I took that EPUB and I extracted the contents of it
10:03into this folder. And inside the OEBPS folder, we have a folder called images.
10:10And here are the three images that it created. Notice they are called JPEGs,
10:14even that PSD. So the high-res original, the 72, and the 150. And then I opened
10:20these up inside Photoshop.
10:23By the way, in case you are wondering, why does this say format?
10:25That's what InDesign does whenever you say maintain the cropping and scaling: it
10:29adds the underscore format to the name of your image.
10:33In Photoshop I have these three open right next to each other.
10:36Here is the one that InDesign resampled.
10:39Here's the one that we resampled, 150 optimized.
10:43Let's look at them again.
10:45That's the one that InDesign did. That's the one that we did. And I think you can
10:49see here that it's definitely sharper in the one that we took a little time
10:52ourselves, and fixed it, and scaled it ourselves in Photoshop. And that makes
10:56sense because InDesign doesn't do bicubic sharpening, and all that hoo ha. It
11:00just does nearest neighbor kind of algorithms whenever it does any kind of resampling.
11:05So you can see it here, you can see it in these lines by the light house, you
11:09can see it in the vertical lines in the bridge, that in the one that InDesign did
11:13we're losing a lot of detail. In the one that we did it comes back.
11:17Now this is only for a very sharp eye, right?
11:20So if this book was all about bridges, then obviously I want to spend a lot of
11:25time on the images. But if it was mostly a tour of California, then I probably
11:30wouldn't need to spend that much time making this picture perfect.
11:33So it's really up to you.
11:34Now if you're curious, here is what the 72 ppi image looks like.
11:38So that looks okay at 72, and then the eReader needs to bring it up to reach
11:43300 pixels across in the eReader.
11:45So the answer is, do spend time in Photoshop if the imagea are critical, because
11:50there is a difference.
11:52One last tip I want to tell you about, especially people who are creating an
11:55eBooks specifically for the iBookstore on the Apple iPad. And that is, people have
12:02discovered that you can create an image that is the exact height and width of
12:08the entire iBook page if you resize it to exactly these measures: 860 pixels
12:14high by 600 pixels wide.
12:17I've heard it called the magic dimensions because it effectively acts like a
12:22Chapter Break or a Page Break.
12:24This will always appear completely on its own page.
12:28The iPad will never break it up into two pages, like it sometimes does with
12:31larger images, or images of a different resolution. And so an image that's
12:36exactly half of this, like 600 pixels wide by 430 pixels tall, like this image,
12:43will take up exactly half a page.
12:45Now if you want to do this to your images in InDesign what you do is -- let me
12:50make this back to 0 -- is that you come over here to the Width and the Height,
12:56and you enter exactly 600 wide by 860 tall. Of course in pixels, all right, or points.
13:05So all we've done is resized the frame. And then you go to the Object menu,
13:09Fitting, and choose Fill Frame Proportionally.
13:13So now this image is exactly 600 x 860, and of course you can move the image
13:18around within these dimensions to get it to fit better, or to do a better crop.
13:23I went ahead and exported this document, starting from up here, to EPUB. And
13:29then I put it on my iPad and took screenshots so you can see what it looks like.
13:33So looking at it in normal portrait orientation, this is page 1. And then when
13:38you flip the page, this is page 2, so that large image took up the entire page.
13:43And there is page 3.
13:44So if you want to have an image separate chapters, for example, you could do it
13:48this way; by inserting that large image in between sections of type.
13:52Here is the half page image; that looks pretty good. And even if you rotate the
13:57iPad so that the orientation is landscape, here is page 1, here is page 2, looks
14:04pretty cool, huh? And there is the half-page image.
14:07So those are some tips for optimizing your images in your InDesign document
14:11before you export to EPUB.
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Creating a cover image
00:01Every EPUB that you are going to sell or distribute should have a cover, because
00:05just about every library application or eReader device lets the user see all the
00:11covers of all the EPUBS they've collected or purchased.
00:13So you want your cover to look really nice.
00:16There are some rules to eBook covers.
00:18One of the primary rules is that it has to be an image;
00:21can't be any text combined with it.
00:23So it has to be one flat JPEG image. And that's pretty common whether you are
00:27going to sell it through the iBookstore, or Kindle, or be in a NOOK, or even from
00:33your own Web site, is that you want the cover to be one image.
00:36Now InDesign makes it really easy to create a cover for your InDesign files, or
00:41to attach a cover that, maybe, your cover designer created in Photoshop or
00:45something like that.
00:46And I'll show you how that's done here.
00:48We have a document open called calif-stories;
00:50that's, you know, not that many pages long.
00:52It's got a cover made up of a placed image with a drop shadow, and a background,
00:57and a couple blocks of editable text. And then there is a blank page, and
01:01then the title page.
01:03Obviously the blank page
01:04is going to be skipped when we export this to EPUB. And then the Content.
01:10So if we want to include this image as the cover all you need to do when you
01:17export to EPUB is go to File>Export, and in the very first section called
01:24General, down here you see this: EPUB Cover.
01:27You can have it Rasterize the First Page, and that in fact is the default setting.
01:32It's still going to include the first page in the EPUB itself, but it's going
01:37to create a separate PNG file, I found is what it usually creates, that's going
01:41to be referenced in the important files inside the EPUB as that is the PNG file that is the cover.
01:47Because when an eReader device, or software, or an eBook reseller looks at that
01:53EPUB, they're going to look to see, where is the reference to the cover?
01:56So I know where to put the cover.
01:58You can also say, no, I'm not worried about a cover
02:00in this file. You maybe already have one created outside of InDesign, or maybe you
02:04have an existing image file, and
02:05if you do, you can choose it.
02:07It's not going to import it or anything. It's just going to include it in the EPUB package;
02:11very important.
02:12We're going to say Rasterize the First Page;
02:15we'll leave it at the default, and we'll click OK.
02:22And so what do we get?
02:23Where is the cover?
02:25Well, that's kind of hard to see.
02:26I think this is a bug, actually, in Adobe Digital Editions.
02:30The cover should show up here.
02:31It's not showing us the actual first page that was rasterized. It's just
02:36showing us some text.
02:37Now there is the title page, remember, that had the little dingleberry here
02:42because we didn't embed it correctly, then it's not coming out in the correct order.
02:46But this is what it's calling the first page.
02:48It's exported all these separately just as though it's based on page layout order.
02:53I personally think that it's just a failing of Adobe Digital Editions. But if
02:56you really want to see it for sure, here's what I do, is I come back here and I
03:01will make sure that this first page gets rasterized properly as a cover.
03:06So I'm going to select everything on the cover, and then group it, and then go
03:13to Object Export Options, and turn on Custom Rasterization.
03:19I talked about this in a couple of other videos.
03:21This cool little dialog box will let you select any item or group of items,
03:25it has to be grouped, and have InDesign automatically convert that to an image on
03:29EPUB or HTML export.
03:31While it's in InDesign, it's completely editable;
03:34one of my favorite features in 5.5.
03:36So Size, we'll just leave at Relative to Page Width.
03:39Let's leave the Resolution pretty high, at 300 ppi. And everything else is fine, so
03:44I'll just click Done.
03:45And now let's export this to EPUB again, replacing the old one.
03:51We'll still have it rasterize the first page to create our cover.
03:58And now the crazy Adobe Digital Editions is showing it correctly, but we get a bonus.
04:03Now normally this does not show the cover, but I have found that a lot of users
04:08would like to see the cover inside the EPUB as well.
04:11So if we make this smaller, let me show you what I mean. You see the cover
04:16opposite the title page, all right.
04:18And that's only because we specified that that first page is going to be artwork.
04:23And so whenever you export a document to EPUB, if there is artwork that you've
04:27converted to an image, then it gets included in the EPUB.
04:31So here we have an external cover that all the eReaders will know how to
04:34read, but we also have an image of the cover in the EPUB itself, which I
04:37think is pretty cool.
04:39Now if you're worried about the size of your cover, you can't go wrong if you
04:42do 600 pixels wide by 800 pixels high at any resolution between 72 and 300;
04:49even higher than that.
04:50You can learn more about the specific sizes and resolutions of different eReader
04:56devices in case you're trying to really optimize it for say the iPad, or for the
05:00NOOK, by going to this wonderful Web site called mobileread.com.
05:05And I talk about this in a few different videos in this title.
05:08In addition to having fantastic forums for anybody who is working on
05:12creating eBooks, they also have some of the best Wikis I've ever seen, which
05:15is like a group encyclopedia.
05:17They have these charts of every Web tablet known to man or woman, along with all of their specs.
05:22So like here are all the Web tablets with dimensions, their resolutions, and so
05:27on; more information than you ever wanted to know.
05:30But not just for Web tablets. They also have them for any kind of eBook reader
05:34that reads E Ink, and they have all sorts of different things.
05:37So if you ever want to find out what is the actual resolution that the Sony
05:41Portable Reader uses for its cover images or for its pages, you can find out here.
05:45Couple of other things I want to mention, and I'll cover this in a little bit
05:48more detail in the final chapters where I talk about actually selling your EPUBS
05:52and getting them into the iBookstore and so on, is that just about every EPUB
05:56reseller has regulations about what you can include on your cover.
06:00You don't want it to be exactly what the print cover did. Like you don't want to
06:03have any kind of information about pricing on the cover.
06:07They'll also reject it if you have any information like about where to
06:11download this from other Web sites or from other resellers like, Get the
06:15Kindle Edition here, or
06:16can't read this, then here's our PDF where you can download it! Kick that out.
06:19You just want to have artwork, the name of the book, the name of the
06:23author, and maybe a couple other things. But you don't want to have any
06:26kind of information that could possibly force your EPUB to be rejected from a reseller site.
06:32So that's about it. With InDesign it's far easier than ever before to add
06:37covers to your EPUBS.
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Adding a custom TOC as the first page of the EPUB file
00:00Most times whenever you're reading an EPUB you want to be able to have this
00:03navigational table of contents on the left.
00:06I talked in other videos about how to create this.
00:08It's actually not part of the HTML files that make up the content of the EPUB.
00:13It exists as a separate file, and we'll get to know it in an upcoming video.
00:17But InDesign does create it, called the navigational TOC.
00:20It's something that no matter which program or device you're using, you should be
00:24able to hide it. Like here I'm choosing Hide Navigation Pane in Adobe Digital
00:29Editions so you can see more content, and then you can recall it.
00:33You know, if you're using an iPad, it's a little button;
00:36if you're using a Nook it's some sort of weird icon. And the thing is that for
00:40me I almost always want to hide the navigational table of contents, or their
00:44usually hidden by default.
00:45But then when I want to get to them again I can never remember which little icon is it.
00:50Is it the gear? Is it the arrow? Is it the stack of horizontal lines? Which one
00:55opens up the navigational table of contents?
00:57Luckily, in Adobe Digital Editions, which I actually never used to read EPUBs,
01:01it's a simple menu command.
01:02So what I'm saying is that for readers of EPUBs, they like to have a second way
01:08to navigate the EPUB.
01:09If the dropdown navigational table of contents isn't available it's usually
01:14pretty simple for them to swipe all the way to the left, or jump to page 1, or
01:18drag the scrollbar up to get to the beginning of a document, and find a TOC.
01:23They would love that.
01:25It's called an internal TOC, a document TOC, a linked TOC. I've seen it, you know,
01:31called several things.
01:33But essentially it's a duplicate of the navigational TOC, and you can customize
01:38it further, and you can have different things like list of illustrations, and so
01:42on. And they are all linked, and they jump you to the quick page.
01:46So that's what I want to talk about is creating an internal TOC in your EPUB.
01:49I'm going to go back to InDesign.
01:52This is the document that I created that EPUB from;
01:55it's just not too long Stories of California.
01:59So when I exported this to EPUB I had InDesign create that navigational table of contents
02:06by making sure to specify Use InDesign TOC style>Basic TOC. And I talked about
02:12this in a previous video; that you need to create a custom TOC style, and then
02:16specify that when you export to EPUB. And InDesign will build that
02:21navigational TOC based on this.
02:24If you also want to break the document, chunk it up into page breaks, then you
02:28can choose this option as well.
02:29But what we haven't done is we haven't actually placed the TOC. We're just sort
02:34of using it to create the navigational TOC.
02:38If you want to create a linked internal TOC, the easiest way is simply to use
02:43InDesign's own table of contents.
02:45So go to Layout>Table of Contents. Choose your TOC Style that you created up
02:50here, so it's going to create a table of contents for these.
02:54If you have multiple TOCs, that's fine, just you choose the one that you want to use.
02:57For ones I do for EPUBs it makes no sense to include page numbers or tab
03:01leaders, so I always turn that off, and then I'll click OK. And then your cursor
03:06is loaded, and click.
03:08So let's export this to EPUB, replacing the existing one, using the same options
03:15up here, and now you can see that we have a linked table of contents. So I can
03:21click Story of the Missions, and then come back to the beginning.
03:25Even if I hide the Navigation pane I still have a way to move around the document.
03:29That's the simplest way to do that.
03:31I want to show you that when you place a TOC that InDesign automatically
03:36generated, it's not just plain old text.
03:38If we open this up in the Story Editor, if we go to Edit>Edit in Story Editor,
03:43you can see that the links are already there.
03:45I mean InDesign already creates the links for you.
03:47That's how they are appearing.
03:48That's what these little icons mean.
03:50Now let's say that in addition to creating an internal table of contents that was
03:55the same as the navigational table of contents, you would like to include some
03:59other kind of TOC, like, for example, a list of illustrations, a list of recipes.
04:03Something like that. And I have actually created something like that.
04:06If we go to the Layout menu and go to Table of Contents, I have something here
04:12called List of images, and there's just a couple images.
04:14I'm just doing this on the fly. I've used Caption as the trigger here, and I'll
04:19click OK. And I'm just going to place it over here to the left.
04:22That looks kind of dumb, but I think you get the idea. And it is an actual linked TOC.
04:26If we open this up in the Story Editor you can see the links there.
04:30And now let's export this to EPUB and see what it looks like.
04:32So I'm going to replace the existing one, and in Contents we still want the Basic
04:38TOC to be the navigational TOC, so we're going to leave that there.
04:42We wouldn't want the navigational TOC to show the two captions for the two
04:45images, right. And we're going to continue to break the document at the chapter
04:50number paragraph style, and then click OK.
04:52So what do we have here?
04:54It looks like a Holy mess.
04:55We have the linked TOC still working but this other TOC that I added is just
05:01plain text; it's not linked.
05:02Now the fact that they're not breaking and starting at the tops of pages, that is
05:06another issue that is not really germane to this one.
05:08What we're trying to see is why aren't these linked?
05:11And the answer is that as of now InDesign's limitation is to only include one linked TOC.
05:17So it's a great feature request for the next version of the software.
05:21But there's more than one way to skin a cat. You can do this manually.
05:24You can actually make any kind of list. You can have the TOC feature
05:28generate the list for you, and then you can actually link to those pages or
05:32those elements manually.
05:34Now remember, cross-references and hyperlinks are supported when you export to EPUB.
05:39So you would go to the Window menu and find the panel for Cross-references
05:44and Hyperlinks, and what we want to do is we want to make Natural Bridge, Santa Cruz;
05:50I'm just going to have it cross- reference to the image on that page.
05:53But what's happening? Everything is dimmed.
05:55Well, the problem is that when you have a linked TOC, remember this is linked,
06:00then the hyperlinks and cross- references just ignore it.
06:03So we're going to have to get rid of the links.
06:05Now we could have just manually deleted all those links in the story editor, or
06:09a faster way is simply to export this story to plain text or RTF which will
06:14maintain its formatting, and then bring it right back in, and that strips out the hyperlinks.
06:19So make sure that your cursor is blinking inside of the text frame, and then go to Export.
06:26It won't work if you just select it with the Selection tool because you won't
06:29see RTF as one of the choices.
06:31Here it is. Save, and now I'll just put one right down here so we can compare
06:36them, and we'll place that RTF file into that new text frame.
06:41I will actually need to create the frame, but they look exactly the same.
06:45When I open up this one in the Story Editor, you can see that the links are gone,
06:49and if I make a selection, then these are enabled.
06:53I don't want to go into how to make cross-references and hyperlinks. That is
06:58completely covered in many other videos on Adobe InDesign, such as David
07:03Blatner's Essential Training for Adobe InDesign. But you would just select this,
07:07and then click Create new cross- reference, and then locate where that is.
07:10Then these would all come through linked as well.
07:12So you can create as many links as you want.
07:15You can use the TOC to generate the list for you. It's just that you are going
07:19to strip out the links that InDesign added on its own, and then you have to
07:23recreate them manually.
07:24At least, though, we do have the fact that the links in the table of contents
07:29come through perfectly fine.
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Adding metadata to the InDesign file or book
00:00Metadata is information saved with the file that's not really visible in the
00:05content of the file itself; just sort of saved with it, such as a file name
00:10right, or a modification date, or creation date of the file. That's part of the metadata.
00:14Now within EPUB, metadata is extremely important.
00:18Because you can imagine if you're searching for a book on the Amazon Kindle
00:21store, or in the iBook store, often you're typing in keywords, or publisher
00:27name, or author name.
00:28So it's kind of like, it's part of making sure that your book will be found.
00:32And there are places that you can insert metadata into your file in InDesign and
00:37have it come through in the EPUB. A lot easier than adding it after the fact.
00:41So I've opened up a simple EPUB that shows some examples of metadata. For
00:46example, the title: A Brief History of San Francisco, and the author, which is unknown.
00:51The author is actually Anonymous, because the content was pulled from somewhere else.
00:55So that's just some simple examples, but there's other things that we can't get
00:58to in Adobe Digital Editions that some resellers require, and in fact for the
01:03EPUB to pass validation.
01:05And I'll be talking more about validating in a later chapter, but let's see what
01:10an EPUB looks like without any metadata to speak of.
01:13I have here a very simple file called History text, that's all. Right, and I've
01:17already created a default TOC for it.
01:21Go ahead and export this to EPUB.
01:24And under Contents, we're going to Use the InDesign TOC Style EPUB, and we're
01:31going to Break it at the Subhead.
01:33Let me jump back here to General, and you see that there is option to Include
01:38Metadata, but it is always empty by default.
01:41Now if you leave Unique Identifier empty, InDesign will always add its own
01:46random string of digits to it.
01:48This is usually used for your ISBN, and you can also include your
01:52Publisher Entry here as well.
01:54So let's go ahead and do that.
01:56The Publisher will be AMC Inc.
02:00and for the Unique identifier we'll just say my ISBN number is 12345.
02:05We've only entered the metadata asked for in the EPUB Export Options.
02:10Let's go ahead and see what this looks like.
02:12So we don't have a title, and we don't have an author.
02:15Now we didn't see those fields in that dialog box, did we?
02:17So how do you get that information in there?
02:19Well, come back to InDesign and don't look forward in that dialog box. Instead
02:24go to the File menu, go down to File Info, and here you would enter information
02:29for this InDesign document itself.
02:31When InDesign exports to EPUB it carries along this information
02:34as long as you have checked to include the metadata.
02:37So we'll say this is called History of San Francisco, by AM Concepcion, I am HerGeekness.
02:48Description is, and you can type a wonderful description.
02:51Now a lot of this won't show up in the eReader, but again this is going to be
02:54internal in like a sidecar file, and it's going to be one of the extra files
02:57that's part of the EPUB that eReading systems and EPUB resellers will look
03:03for, and will pull from.
03:04You might say san francisco, and california, history, so on.
03:11You can type your Copyright Status with 2011, All rights reserved, and so on.
03:18This is the main panel that you want to fill out. And the bare minimum
03:22that you want to add is Document Title, and Author, because otherwise it's not
03:26going to pass validation.
03:27Click OK, and it's saved.
03:29Now if you're exporting a book, an InDesign book file, a collection of
03:32multiple InDesign documents, you want to add this to the style source
03:36document: to the main document.
03:38It doesn't have to be added to every single document in the book.
03:41Let's export this to EPUB again.
03:44We'll Replace the old one.
03:45There we go. History of San Francisco, AM Concepcion. So there is our book name:
03:51History of San Francisco, and there is our author: AM Concepcion. We don't see the
03:55keywords here in this reader, specifically.
03:58Now there is one more bit of information that every EPUB has to have, otherwise
04:03it won't get validated, and that is the date of publication.
04:07In InDesign CS5.5, even though you don't see a field for it -- we all thought
04:13that we'd seen other field right here for date of publication, because this
04:16was the one thing that in previous versions of InDesign would cause an EPUB to
04:19fail, because there is no place to insert it.
04:21In 5.5 they fixed that.
04:23The publication date will be in every EPUB that you export.
04:27However, InDesign is doing it behind the scenes. It's adding it as the day
04:31that you export to EPUB.
04:33So at least it will pass validation.
04:35If you really want to change the publication date to the date with the what was
04:38actually published you'll have to go in there and tweak the internal files of
04:43the EPUB yourself which is actually not that hard to do, and you'll how to do it
04:46in this video title.
04:47So there you go. With InDesign CS5.5, it's very simple to add metadata, and get
04:52all the required information in order to pass validation with EPUB checker.
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Adding alt tags to images in InDesign
00:00One element of EPUBs that doesn't get a lot of attention, but really should, is
00:05the issue of Alt tags, meaning alternate text. And that's because, like metadata, it
00:11is something that is saved with the file that's not immediately visible. But
00:14it's very useful for people who are doing searches on eBook databases, and of
00:19course it's extremely important for people who are visually impaired.
00:22So if you are trying to make an accessible EPUB you really want to add
00:26descriptive Alt tags to your images so that as the eReader is reading aloud the
00:31story, when it comes to the image it won't say the name of the image, which is the
00:36default Alt tag that InDesign adds. Instead it'll read the description of the
00:40image that you can add yourself, or that maybe the photographer has added in
00:45Photoshop, or Bridge, or Lightroom.
00:47In addition to that, any kind of elements that you convert to an image, like I
00:50described in a previous video, such as InDesign artwork, you could also add Alt
00:55tags to that as well.
00:56Let's take a look at this document and see where we might decide to add our own
01:00custom Alt tags, and how we would do that.
01:02It's a really simple three-page document, and I have here a custom headline.
01:07Now when I exported this to EPUB it opens up with his big honking blue headline
01:13which is trying to pick up the overridden paragraph style of that type. But of
01:17course it can't pick up that typeface, and normally you don't want to embed
01:21typefaces because often it will fail validation. Plus this might be an
01:25unembeddable typeface.
01:27But let's say for some reason I really wanted to use this typeface in my EPUB.
01:31Well, then the only solution would be to convert this into an image, and I
01:35talked about how to do that in the previous video, so I am just going to jump right to it.
01:38I will select this image, go to Object, down to Object Export Options. And I am
01:44going to say when this is export to EPUB or HTML I want it to be rasterized. And
01:50I'd like it to resize according to the width of the page, JPEG is perfectly
01:55fine. And the Resolution, I think I'll keep at 300.
01:58Notice there's another tab here called Alt Text.
02:02So a good idea if you're ever rasterizing any text elements, as we are doing
02:06here, is to add your own custom Alt Text that is the same text as what you are rasterizing.
02:13If I were smart I would have copied and pasted, but I am not so, San Francisco.
02:20Now what will happen when the e-reader reads this aloud, it will come to this
02:25element and it will say, An Illustrated History of San Francisco Image.
02:30So you might want to add something like Title.
02:32So if you're rasterizing some sort of text, you might want to add a little
02:36descriptor before it.
02:37Now you don't have to purchase anything special, by the way, to test this out.
02:40If you have an iPad, you can turn on a new feature called VoiceOver in iBooks
02:45that will automatically read anything that you point to, and if you tap on an
02:49image in an EPUB it will read the Alt Text.
02:53So that one is done, and then we can do the same thing for these images.
02:56If we want, we can select an image and go to Object>Object Export Options.
03:01This will already be rasterized,
03:03so we don't have to come to this tab. But here we can enter some Alt Text.
03:07We can type in something ourselves.
03:09We don't have to type in the caption, because the e-reader would read aloud the
03:11caption assuming that we are going to export the caption as well.
03:14But look at this thing, From Structure, what's that about?
03:17From Structure refers to the XML structure.
03:20If we were adding Alt tags to this image in an XML workflow it would pull it
03:25from there. Or you could choose it from the embedded metadata that's already in
03:29the image, such as its title, or description, or headline, or from some other field.
03:34Now that would be really cool if we could get this to automatically populate, and
03:38actually it's very easy to do.
03:39I will close out of here, and in the Links panel -- the Links panel shows you the
03:44links to all of the placed images, or PDFs, or whatever.
03:48You select an image, whether it is floating or anchored in the text flow as
03:53this one is, and it will become highlighted in the Links panel. And then you can
03:57right-click and say Reveal in Bridge. And when you do that, that image becomes
04:02selected in Adobe Bridge.
04:04It might take a second for it to start up, because mine was already running.
04:07Now we have a number of videos here at lynda.com that talk about Bridge. But the
04:11cool thing for us is that you can select any image and here in the Right panel
04:16under Metadata you can enter some metadata.
04:19So like under IPTC Core, under Description, we will type in, An old time
04:26postcard showing Market Street.
04:30Let's just leave it like that. And you can enter anything else that you'd like. Your
04:33headline, and so on.
04:34And in a typical workflow, the photographer, or an assistant, or the lucky intern
04:38who can apply all the metadata and keywords to all of these, and you can do
04:42multiple images at a time.
04:43Let's actually do a few.
04:44So we will take this one: yes, we want to apply that.
04:48This is San Francisco area before it was settled by Europeans.
04:56San Francisco area before it was settled by Europeans>Apply. And then there is
05:02Castro Street; it already has some keywords I see here, because our friend
05:06Nigel is the one who took the picture and he is very careful about adding
05:10keywords and identifiers. He is great.
05:12But I will just write Castro Street sign in San Francisco, and apply that one.
05:21So when we come back to InDesign these three images have all been updated. So I
05:26am going to Shift+Click all of them and say Update the links. And now for this
05:31image we can go back to Object Export Options, and say From Description, and it
05:37automatically populates it.
05:38Let's do that to the other two images.
05:41I am sure that once more people become aware of this very cool feature that some
05:45wonderful scripter will come up with a script that will automatically
05:49populate all of these images with whatever XMP information you want it to. In
05:54the meantime we have to do each one individually. There you go!
05:57So remember you can choose an XMP bit of data that is built into the image, or
06:01you can choose custom and type out your own.
06:03Now we will Save this and export it to EPUB.
06:06We will do version 2, and there is nothing special that you need to do in EPUB
06:12Export Options to retain those.
06:15Click OK, and now we have our beautiful illustration, but if somebody is doing
06:20a search in this EPUB and they say, gee, do I have anything that's says, an
06:24illustrated history? This would be a hit because it would match the Alt tag.
06:28And then let's actually preview in TextWrangler and we can look at the very first block.
06:33Here's the block that we had rasterized.
06:35It turned into a JPEG.
06:37Now if we hadn't added our own Alt tag, Title:
06:40An Illustrated History of San Francisco, the Alt tag would have been 505.jpg image.
06:45So this is much better for anybody who is actually reading it or searching it.
06:49And here's one of the other images: Market Street San Fran, and the Alt tag:
06:53an Old time postcard showing Market Street.
06:55So you can see how easy it is with InDesign CS5.5 to enhance your EPUBs
07:01with descriptive text for anything that's going to be rasterized after the
07:04EPUB process.
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5. Exporting from InDesign to EPUB
Choosing general EPUB export options
00:00The EPUB Export Options dialog box is kind of intimidating the first time you go through it.
00:06But I think by the time you are done with this chapter it'll be a no-brainer.
00:09Let's go over what's in the General section.
00:12At the very top, and what we are looking at, by the way, are all the default
00:15settings. So I haven't changed anything here, and this is what it would look like
00:18if you have never exported the document to EPUB yet.
00:21Include Document Metadata is turned on, and that means it's going to include the
00:26document metadata not just here, but also the metadata that you might have added
00:30in the File, File Info dialog box that I talked about in a previous chapter.
00:35So things like the Book Name, and the Author Name.
00:38Here you would enter your Publisher Name, so Acme Publishing, and the Unique
00:42Identifier is for your ISBN number.
00:45If you have not yet gotten an ISBN number, go watch that video, then go get your
00:49ISBN number, or you can enter any number that you like.
00:52Every EPUB that is distributed needs to have a Unique Identifier.
00:56If you don't enter anything here and you have Include Document Metadata turned
01:00on, InDesign will generate a random long string of numbers for you, and that
01:05will be included in the EPUB.
01:07For the EPUB cover, the default is to Rasterize the First Page.
01:11It is going to look at the First Page of your Document, and assume it's the
01:13cover. And it will put a copy of that Rasterized cover in the EPUB file, and it
01:19will show it whenever you're looking at your library of EPUBS. That will be what
01:23it looks like for the cover.
01:24If your first page is not actually the cover, if the cover exists as a separate
01:28document, then normally you don't want to Rasterize the First Page, right?
01:32So you just say, No Cover Image.
01:33Leave it alone. Or if you are about to upload this EPUB, and you do have an
01:39external image that a designer has created for you, for example, then you
01:43might choose Use Existing Image File, click Choose, and then locate it on your hard drive.
01:47Now there is nothing wrong, by the way, while during production with leaving it
01:51at Rasterize First Page.
01:53It doesn't mean it's going to, make the first page inaccessible.
01:56If your first page happens to be the opening page of Chapter 7, for example, it
02:00will just be a picture of Chapter 7 is the cover for the EPUB. But the first
02:05page of Chapter 7 will still appear in the EPUB. You can still read it and
02:09select the text, and it will be reflowable, and so on.
02:12The Ordering section refers to how do you want InDesign to order the content in
02:17this InDesign document in the final EPUB?
02:20Should it be Based on Page Layout? That's the first option. And that means it
02:23starts at Page 1, it looks at which object is the furthermost left at the top
02:28of Page 1, and it exports the contents of that object.
02:31If it's an image, an image will be the first thing in the EPUB.
02:34If it's text, then the text will be the first thing in the EPUB.
02:38If that text starts on Page 1 and jumps to Page 95, you are going to see the
02:43entire story on Page 1.
02:44So it's the contents of the frame, or threaded textframe.
02:48Then it goes left to right, top to bottom, page by page throughout the entire
02:52document; that's based on Page Layout.
02:54If you have tagged any of your objects with XML tags, then this option
03:00will become enabled.
03:01Same as XML Structure. And you could choose this instead, which means that
03:05InDesign will only include the things you have tagged with XML tags, in the
03:10order that you've arranged them in the Structure panel.
03:13If you have used the Articles panel at all to add content and to reorder it, then
03:18this option will become enabled, and you could choose Same as Articles
03:27you have added to the Articles panel will be in the EPUB. And they will be in
03:31the order that you arrange them in the Articles panel.
03:34You can't mix and match these guys.
03:36If you decided one section will be easier to arrange as the Articles panel, and
03:41everything else is Page Layout, unfortunately we are not there yet.
03:44So it's either all Page Layout, or all Articles panel, or all XML Structure.
03:49Down here under Formatting Options you have the option to include a Book Margin
03:54in a certain size, and this is the only place, I think, in the entire program where
03:58the measuring unit Ems appears.
04:01And Ems is a really cool measuring unit.
04:03It is a flexible measuring unit, and it means the width of the type size.
04:09So as the type size goes up, this measuring unit goes up as well. So it is
04:13like a dynamic size.
04:14It's not a straight absolute size.
04:16What it's saying is that a half of an Em will be added all around the four
04:21edges of every page, "the screen", we'll call it that, so that the text is indented a
04:26bit from the screen.
04:27It's a little controversial, like do you really need it, because just about
04:30every EPUB Reader already indents the text. You are not seeing text run up
04:35to the very edge of the screen in most eReaders. Though, maybe there are a
04:39couple. Probably Adobe Digital Editions. And also some eReaders ignore the CSS
04:44that's created when you turn this on.
04:46So it's a first attempt at adding some control over Book Margins, and we will be
04:51talking more about this when I talk about editing your CSS files.
04:55If you have lists of Bullets or Numbers that you created with the Auto Bullet or
05:00the Auto Numbering features in InDesign, then you have the option to convert
05:04those lists to their equivalent in HTML land.
05:08So a list of Bullets is called an Unordered List, and a list of Numbers is
05:13called an Ordered List.
05:14This means it's going to use the default Bullet or the default Number
05:18that every eReader uses.
05:20So if you have a custom bullet it's not going to work.
05:22In that case you might want to Convert to Text, and hope that your custom bullet
05:26comes through as a gliff, or as an inline object.
05:30And finally, this is turned on by default, View EPUB after Exporting, so you can
05:34give it a quick check. And that's it for the General panel.
33:22Panel. And that means, like the XML Structure option, that only those items that
Collapse this transcript
Choosing EPUB export options for images
00:00So now we are in the Image panel of EPUB Export Options and there's lots of fun
00:04stuff to play with here.
00:06I talked about some of this in a previous video when I talked about
00:08modifying and managing the images in your EPUB doc, but now let's take a close
00:12look at all these options.
00:14First, turned on by default is Preserved Appearance from Layout. And that means
00:19that if you scaled, or cropped, or rotated, or applied a drop shadow, or other
00:24effects, to an image then this will maintain that in the EPUB.
00:29If you turn this off, then that means that the images will revert to as though
00:32you would just placed them directly from the hard drive without doing any kind of
00:37formatting to them. And that's usually a shock,
00:39so I can't ever imagine why you would want to not preserve the appearance in the layout.
00:43The resolution is 150 pixels per inch, which is new for InDesign.
00:48It used always export at 72. And one of the reasons that they have bumped this up
00:54to 150 -- and it's not the highest it can go, by the way,
00:56it can go to 300 -- is because they are realizing that devices are getting higher
01:01and higher resolution screens. And in fact, even in their Help file they say that
01:05while most computer operating systems are either 72 or 96 pixels per inch that
01:11mobile devices go from 132 pixels per inch, like the iPad, to 172. Or even like the
01:18iPhone 4 has pixels per inch of 300.
01:21So you can specify the resolution for each individual image by using the
01:27Object Export Options dialog box from the Object menu. But otherwise if you
01:31didn't set anything particular for an image this is the default resolution
01:35that it will be exported to.
01:36If something is under 150 PPI it's not going to upsample it.
01:41So don't worry if you have 72 PPI images. They'll stay 72.
01:45By default Image Size is fixed, meaning it's going to be the same size
01:48regardless of how large or how small the reader device or the Window is for
01:54the EPUB reader software.
01:55The other option is to change it to Relative to Page.
01:58So the Fixed was how it always was in previous versions.
02:02Now we have the option to change it to Relative to Page.
02:05This was something that we had to do manually in the CSS before, but now we
02:09can have InDesign automatically do this for us. And that means that as the page
02:13size is reduced or enlarged, the image changes its scale in relation to the size of that.
02:21So it's kind of neat.
02:21The best way to see how this is going to work with your book is to try both
02:25options, and decide which one is the best way to go.
02:28Under Image Alignment and Spacing -- this saves a ton of work in tweaking the
02:33EPUB after the fact.
02:34Like, for example, if you want all your images to be centered you can do so here
02:37instead of having to go into the CSS, and adding that rule, and applying that
02:42class to all your images.
02:44You can also add space above and below every image, and you can choose the
02:48measuring system. Here Ems, just like when we had in General, that's probably
02:52the best way to go.
02:53That's a dynamic measurement.
02:55The default Type Size is 1 Em, in case you're trying to figure out how much is an Em.
02:58Say that default Type Size is 16 points, and you want 16 points above the
03:03picture, then you would say 1 Em. Or you can choose pixels:
03:06that's a hard measure.
03:07Ems is usually the way to go.
03:09You can also choose to Insert a Page Break automatically.
03:12This will actually chunk up your documents; split it into separate stand-alone
03:17HTML files, which is very interesting.
03:19Now I can't imagine, though, when you'd always want to have a page break before
03:24every single image. Unless that's how you planned it from the get-go.
03:27Say, for example, that you have an image that starts every chapter.
03:31That would be really nice for you to be able to use the image itself as the page
03:35break trigger, rather than having to try and figure out how you are going to do it
03:38with paragraph styles and tables of contents.
03:40You can also have it Insert the Page Break after the image, or both Before
03:45and After the Image.
03:47It's kind of interesting.
03:48So you can have pages with stand-alone images.
03:50And if you have anchored objects, if you've anchored images to the text flow by
03:55dragging that cool little blue square on top of the image frame or copying
04:00and pasting into the text flow itself, you could have these settings applied to
04:04anchored objects as well.
04:05Now in my experiments it's still a little bit buggy.
04:08Like, I've found that though the resolution gets applied to the anchored images,
04:13sometimes the image alignment and the spacing doesn't work.
04:17With a regular floating image it works perfectly fine.
04:19You say right, all of the images appear right.
04:22But with an anchored objects sometimes only the custom anchored objects, and not
04:27the regular inline objects, work.
04:29So I think this might be something that they're still working on.
04:31It's the first iteration of the feature.
04:33So give them a break.
04:35So just be careful: if you turn this on you should definitely check your EPUB
04:39to see how it worked.
04:40Image Conversion -- this is how InDesign will automatically convert your TIFFs,
04:45and your PhotoShop files, and your AI files, and your placed PDFs --what is it
04:48going to convert to?
04:50Automatic means, as I mentioned before, JPEG.
04:53Everything gets converted to JPEG.
04:54If you state PNG, then this is a lossless file format, which means that it's not
05:00going to compress the images, which could make your EPUBs kind of large.
05:04So be careful about choosing PNG.
05:06PNG also allows for transparency.
05:09So if you would like to test the bleeding edge of a EPUB creation, maybe people
05:15are going to be reading the EPUB and changing the background color, then you can
05:18have something that looks like an Illustrator graphic, or transparent GIF. But
05:23most people just leave it Automatic.
05:25Now if you had chosen GIF, I can't imagine I would ever choose that, and
05:28you want all your images converted to GIF, because it's a very limited
05:31palette of only 256 colors.
05:33Well, I guess it makes the images really small.
05:35Then you can choose which palate it should use.
05:37Under JPEG Options, this is probably the thing you are going to be using much more often,
05:41the default Image Quality is High, which is a very good compromise between file
05:47size and image quality.
05:49If file size is not really that much of a worry for you, then why not change it
05:53to Maximum so you get the best looking images as possible.
05:56If you are doing an EPUB with a lot of images and you trying to save space, or
06:01you're trying to sell to clients who don't have a lot of bandwidth and they
06:05can't take a long time in downloading your EPUBs, then you might want to change it to
06:08Low or Medium. And of course you would proof all this in the final EPUB.
06:11I will leave that as High.
06:13And The Format Method just comes right from the HTML world.
06:16If JPEG is Progressive, that means it will start appearing line by line until the
06:21whole thing is drawn.
06:22If you say Baseline then it'll wait until the entire thing is loaded, and then
06:26you'll see the JPEG.
06:27In my experience, I have never seen any difference between the two.
06:30So you can just leave it at the default.
06:32If you have selected certain images in your EPUB, and you have customized the
06:36Object Export settings from that dialog box under the Object menu, you can
06:41choose to ignore all that stuff.
06:43So if you're playing around with them, and you're thinking -- instead of trying to
06:46remember, which ones did I apply those Object Export settings to? Because there
06:50is no feedback looking at the image.
06:52You actually have to select every single image, and check the dialog box. Then
06:55you might want to just turn this on: Ignore Object Export Settings, so that all
06:59of your images use these settings.
07:01That was the ton of options. But they are lot of fun to play with, and they
07:05give us much more control over the quality of our images in the EPUBs than in
07:09any other previous version of InDesign.
07:11I love it!
Collapse this transcript
Choosing EPUB export options for content
00:00The third panel of EPUB Export Options is Contents.
00:05What should I do with the actual contents of the book.
00:07The first choice that you need to make is the format for the EPUB content
00:11because there is actually at least two main kinds of EPUB, the one that we've
00:15been talking about called XHTML, it actually creates XML files or DTBook, and
00:21DTBook is a different kind of EPUB.
00:23It's mainly meant for people who are vision-impaired and we're not really going
00:26to be talking about that kind of EPUB in this title.
00:30The kinds that you see for sale in all the EPUB resellers and so on are
00:34the XHTML-based EPUBs.
00:36Then in the Contents section we have four choices to make, by default none
00:40of them are enabled.
00:41The first one is, do you want to use a table of contents style that you have
00:46created, or maybe even the default one if you edited that one,
00:49to create the navigational table of contents in the EPUB. I talked about that
00:54in a few videos; that is the table of contents that will appear based on a menu,
00:58or a button, or a panel in the EPUB reader. If you specify a TOC style, it will
01:04include the paragraphs that would be included in that TOC in the navigational table of contents.
01:09If you don't turn this on, all you get is the name of the InDesign file in that
01:13navigational table of contents.
01:15So I can't imagine when you would never, not want to use this.
01:18The InDesign document is exported as one long HTML file, even if you are
01:24exporting a book if you go to a Book panel and choose Export to EPUB, you are
01:28going to get the same options.
01:29But usually you want to break up the document at least according to chapters,
01:34because really that's one of the easiest ways to insert to chapter breaks, for
01:38example, and also many EPUB resellers have size limits for your entire EPUB and
01:44each individual HTML file that goes along with it.
01:47So if you want to break the document up into multiple HTML files then you can
01:53choose to do so and you have one paragraph style to choose.
01:57Now I really wish that they would like to choose more than one, but
02:00unfortunately they don't.
02:01So if your document needs to be broken up in more places than one paragraph
02:07style, then you going to have to do that manually or with various tips and
02:10tricks that people will be passing around.
02:12Footnotes are usually placed at the end of the HTML document.
02:16So if it's one long document then they will be placed at the very end, if you
02:20break it up into individual HTML documents like say, for example, Chapters, then
02:25the footnotes will appear at the end of each chapter document, but sometimes
02:28even that is difficult.
02:30What would be kind of cool to be able to see the footnote at the end of the
02:32paragraph, like right where the footnote reference is, and if you want to CS55
02:36will do that for you.
02:39Even if it appears there or at the end of the document or the end of the
02:42chapter, when you go to the footnote you can click the number of the footnote to
02:47jump back to the source.
02:48So it doesn't mean like people be getting lost if it's not right there.
02:51A nice little option they decided to add here to the Content section is the
02:55option to Remove Forced Line Breaks, also known as Shift Returns or Soft
03:01Returns, because you may have put them in your InDesign document to force
03:06certain spacing or words to break in a certain position, but that doesn't make
03:10any sense once they're exported to a reflowable format, and since the line
03:14breaks are honored in the HTML file then you might find some very short lines.
03:18And also I think some of eReaders have a problem with that Line Break mark.
03:22So if you didn't remove them all with a fine change operation like we talked
03:26about in the previous video, you can have InDesign remove them automatically for you.
03:31Now again, all these are turned off by default and this is probably one of the
03:34most important sections to pay attention to.
03:36So make sure that you check this every time that you export to EPUB.
03:40And then finally we have CSS Options.
03:42Now CSS is the way that EPUBs are formatted.
03:46You have the content in the HTML files but there is an extra CSS file that says
03:51if something is a paragraph it should look at this size, with this kind of
03:56first-line indent, with this amount of space above and below, and so on.
03:59Now I've talked many times that in InDesign when Export to EPUB, it converts
04:04your paragraph and character styles to CSS styles as much as it can.
04:08So this is where you have a lot of control over how the formatting is done.
04:14First of all, you don't have to have a Generate the CSS.
04:16You can say, you know what, just create a document that has a Style Names Only
04:22and that you are going to then enter the rules for the CSS.
04:25If you do want to Generate the CSS, and this is normally the option you choose
04:29all the time, you almost always want to turn on Include Style Definitions,
04:33because that's really the meat of the CSS file.
04:35It's all the attributes of every paragraph and character style, otherwise it
04:38wouldn't do you much good, so keep that to one turned on.
04:41Now this one is turned on by default, but I don't like it, so I will always turn it off.
04:45It's Preserve Local Overrides, I have talked about that in a number of videos
04:49and that means that if you have selected some text and made it larger or smaller
04:53or made it red, or bold, or whatever instead of using a paragraph or character
04:57style, you do it manually, then in the CSS file you'll see like a
05:02machine-generated CSS entry and coding in the HTML files called like
05:07automatically generated style number 1, automatically generated style number 2,
05:11that is maintaining the formatting so it looks good but it is a devil to fix and
05:17to tweak inside the file.
05:18So far better to ignore the local overrides and instead you should be taking
05:22care of that by always using character and paragraph styles in the document.
05:25Include Embeddable Font is turned on by default, similar to how you can
05:29embed fonts in a PDF.
05:31Some fonts do not allow embedding, so that's why it's called Embeddable Font.
05:35And it doesn't include the entire font, it just encrypts the font so that if you
05:39ever find an eReader that will support that then you would see your document
05:44appear in the fonts that you wanted to.
05:46Right now, we are still sort of like in the baby step era of can people
05:49include Embeddable Fonts, and even then the way the Adobe encrypts the file
05:53sometimes won't validate.
05:55So there is a number of problems involved with this, it is turned on by default
05:59and I will almost always turn it off, and only for a few special projects might
06:03I experiment with, including Embeddable Fonts.
06:06If you have really got HTML and CSS under control then you probably have a very
06:12clean CSS file that you would prefer to use rather than the way that InDesign
06:16creates CSS files that are just full of every single attribute ever known to
06:20man and it's a lot easier to use a cleaner CSS file, by all means do that, turn
06:25on Use Existing CSS File and then click Choose and navigate to where that CSS file is used.
06:31In that way when you export files from InDesign to EPUB, if something is
06:35tagged with a block quote or unordered list, it will use the settings in your
06:39existing CSS file rather than the settings that paragraph and character styles
06:43here assuming that you've already tested this and tweaked it so that they map correctly.
06:47The default settings for CSS are these three options and so my recommendation at
06:52least with your first few EPUBs is to keep Generate CSS turned on, but only
06:56leave the first check box turned on and turn off the other two, and that's it
07:00for the Content panel of EPUB Export Options.
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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 at 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 coming
00:21out on deck, but in preparation for the title I asked a lot of people who are in
00:26the business what they prefer to use to preview the EPUBs that they're working
00:30on for 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. And Calibre is an open source program
00:44also available for Macintosh, Windows, and Linux computers.
00:47And when you install Calibre, you can have it set to automatically be your
00:52library, your organizer, of all your EPUBs, not just on your computer, but also on
00:58a lot of connected devices like iPads, or 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 converting to
01:13Kindle, we will 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. And if you double-click it, it opens
01:31up into Calibre's e-book viewer, and you can hide this other view behind it if
01:36you'd like. But here you can just click the right arrow and left arrow to move
01:40from page to page. There are also keyboard shortcuts for all these. And here are
01:43the Contents, and the pages just appear. So this is a really good way to check
01:48to see what your EPUB looks like outside of Adobe Digital Editions.
01:53Then there are a couple that I like to use that are available online.
01:56For example, Ibis Reader is developed by Threepress Consulting, the same company
02:02who worked on creating the EPUB Validation Checker, and they are very well-known
02:06in the field as EPUB gurus.
02:09They have their own online EPUB Library where you can keep your books all in
02:14one place, and they are stored in the cloud, but you can also download the
02:18books to your computer.
02:19So it's not a completely online way to manage your eBooks.
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. And here is our navigational table of contents on
02:32the left. You can click No distractions, and it hides a lot of the chrome from
02:37around the browser for you. Click NEXT and PREVIOUS to go from
02:41page to page. Go back to the site. And then also Firefox itself has a
02:47plug-in that came out in late 2010 called EPUB Reader, and I've installed it in
02:52Firefox. And what happens is that if you click on a link to an EPUB in Firefox,
02:56it automatically opens in Firefox. Or if you want a preview what an EPUB looks
03:02like that's on your computer in Firefox, you just go to File, and then choose
03:06Open File. And then navigate to where your EPUB is, select it, and choose Open,
03:12and 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 is 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
03:27same people who worked on Firefox.
03:29So it's called EPUB Reader. It's a free extension. And again here's the
03:33navigational table of contents, and you can save books to your desktop, and
03:37move from page to page. It's got little tips that pops up when you want it to; it'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 Reader
03:51that most people that I know use on any kind of iPad, or iPhone, or Android
03:55device, is called Stanza.
03:57You may have heard of it. They have been around for long time. And it's an
04:00EPUB Reader, and also an EPUB library organizer along the lines of Ibis Reader, and Calibre.
04:07Unfortunately Stanza desktop has been discontinued, so you can only really use
04:11Stanza 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, it has access to the Feedbooks library, and
04:26some other libraries. So you can actually download a lot of free EPUBs directly
04:29into Stanza. Or if you have EPUBs on your computer, like in this video where we
04:34are talking about developing your own EPUBs, and you want to see what it's going to
04:37look like in Stanza, then you would add it to Stanza by hooking up your device.
04:41Right now I have my iPad hooked up, and then you select the name of your device,
04:45click Apps at the top, and when you scroll down you'll have a list of apps that
04:50let you share files.
04:52So I've selected Stanza at the bottom, and then you click Add, and then just add
04:56your EPUB, which I have already done.
04:59So once this has been added, when you click Sync, then EPUB is added to your 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.
05:13Do you 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
05:20same EPUB that as seen in different eReaders, so you have an idea of what
05:24your readers are going to see. It's kind of like testing a Web site on
05:27different 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. And Stanza, just like
05:38other eReaders, has its own navigational table of contents. So, if I just tap on
05:42this 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 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's 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;
00:39well an iPad preferably, because it's larger.
00:42So how do you get your EPUB onto an iPad so that 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'm going to quit out of Digital Editions.
00:56And then you start up iTunes. And 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, and it'll automatically go into Books.
01:32or you can just go to File, and choose Add to Library, and navigate to where that file is.
01:39There it is: SFHistory.epub, and it'll go ahead and add it.
01:43So there's 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'd see a little bit of graphic here.
01:54Okay, so now you have your iPad hooked up, and you select the iPad, and go over to
02:00Books. 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, and you want to
02:07sync the selected Books.
02:09They're all selected, so I'll click Sync. And it is copying;
02:13I don't know if you saw that. It appeared there 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, you can start up the
02:23iBooks application;
02:24you'll find it in your Library shelves there, and you can tap it and open it and
02:28see what it looks like.
02:29So you just tap on the Brief History of San Francisco, and it opens up to the
02:35cover. And you can just page through it a couple of times to the right and to
02:38the left, and check out to see if the contents is working, and did the subheads
02:43come out the right color.
02:44Now likely, you're going to find some issues. Like I can see, for example,
02:48there's not enough white space between the subheads and the text below it.
02:53So how do you then edit this to fix it?
02:57Well, technically, what you're supposed to do is go back to your Library, to the
03:03Books section of your Library, right- click and choose Delete, delete that book.
03:08And 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. You always have to sync
03:16with 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 to look exactly right on your
03:41iPad is to bypass all that rigmarole.
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
03:53application called Phone Disk.
03:55It's available for both Mac and Windows. It's not too expensive, and what it
03:58does is it adds this little icon up here in your title bar, or on the PC
04:02down here in the bottom.
04:03And when you connect an iPad, or an iPhone, or an iPod Touch, it mounts it like a hard drive.
04:10Now 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:
04:23there is Books, and there are the EPUBS that this iPad currently has.
04:27They are a little obscured, okay, 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
04:38obscured, all right.
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
04:53I just added, you can right-click on the Books.plist, and just open that up in
04:58anything that lets you take a peek at it. And you can see that the title
05:02appears at the top, and at the bottom is what it appears inside your Finder or Explorer window.
05:08So if I'm looking for A Brief History of San Francisco, here it is at the bottom;
05:11it's the IBFY one. So 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
05:20file, edit 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 onto 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 that 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, but I'm really hoping that one day soon Apple is
06:01going to come out with an iBooks eReader that we can just install on our
06:05computer, and proof our EPUBS that way.
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Validating EPUB files
00:01Simply creating an EPUB that looks great and that reads well is
00:05unfortunately not enough.
00:06You have to go one more step, and that is, you need to validate the EPUB file.
00:10You need to make sure that it adheres to the standards set forth by the
00:14International Digital Publishing Forum.
00:17This is a set of rules and regulations, I guess you could say, for how EPUB
00:23readers and EPUB devices should interpret the code in the files contained inside an EPUB.
00:29That way it makes a lot easier for us to create an EPUB that can be released
00:33among many devices and readers.
00:36So if you click on EPUB, you'll see that there's actually two standards right
00:40now, as I record this.
00:41EPUB 2 is what we need to check against right now. That is the standard that,
00:47for example, if you upload to iBooks, or to Amazon, or to Barnes & Noble, they
00:52want to make sure that your EPUB adheres to the EPUB 2.0.1 standards.
00:57They are currently working on the next set of standards called EPUB 3 that adds
01:01new features such as JavaScript, and enhanced audio and video, and things like that.
01:06But right now, we're concerned with EPUB 2.0.1.
01:08Now if you go to the Details page for EPUB 2.0.1, you'll see more information
01:15than you can shake a stick at regarding what are the regulations exactly.
01:19If you're wondering, for example, what kind of images are allowed in an EPUB,
01:22you can come down here and check it out.
01:25How you should encode your EPUBs, what are the files that should be included;
01:29it's all spelled out here in the idpf.org Web site.
01:33Now thank heavens, you don't have to memorize this;
01:36it's not going to be on the test.
01:37It's actually been all compiled into a single little program called EpubCheck,
01:44which I have queued up over here.
01:45It's an open source Google app that you can download and install, but it runs
01:50on the command line.
01:51So if you are just doing a few EPUBs, then you might want to instead use this
01:57wonderful tool called the EPUB validator.
02:01If you go to threepress.org/tools, or just come to threepress.org and click on
02:07tools link, you'll see that they have a little program where you can upload your
02:12EPUB as long as it's not too large, and then you can validate it.
02:16And it will tell you if it passes those EPUB standards, or not.
02:21I recommend that one of the first steps that you do after you export your EPUB
02:25from InDesign, and see that it's basically looking okay, before you jump in to
02:30editing the CSS or XHTML files, that you run it through EPUB validator.
02:35And that's because if you wait until the very end, until the book is perfect,
02:40and then you run it through validator, you can't tell if it's something that
02:42you messed up in InDesign, or if it's something that you messed up in editing the actual EPUB.
02:48So if you run it through EPUB validator right after you get your EPUB, and it
02:53passes, then as you start editing the CSS and XHTML files, as I'll be talking
02:58about in upcoming videos, if it doesn't pass, then you missed a step during your
03:03own hand-editing of the files.
03:05It wasn't something that InDesign did.
03:07So as we say in Chicago, validate early and validate often.
03:11Let's actually take a very simple document and run this through the EPUB validator.
03:17I have a document here called SFHistory- simple and I'm just going to export this
03:25to EPUB, right on to the Desktop.
03:28We're going to leave everything as is; at the current settings for Image, and General,
03:33Contents. I do have a TOC Style set up, and it's breaking on subheads.
03:38I'm not going to include embeddable fonts because this will almost always break
03:42validation as it comes out of InDesign. And then I'll say OK.
03:47So that's what it looks like. It's got a couple links. All right!
03:49So now let's go ahead and upload this to the EPUB validator.
03:54I'm going to browse on my Desktop, there it is.
03:59Open it, click Validate, and that's how simple it is.
04:02You just need to upload it, click Validate, and you can go. Uh-oh!
04:06No, no, no. I knew it.
04:07I knew this is going to happen;
04:08I set it up this way.
04:10This is what you don't want to see.
04:12What's nice is that they will give you a clue about what caused the problem; why
04:17it is not validating.
04:18And there's actually two levels.
04:20One is it isn't valid;
04:22it won't validate. And the other one is there are warnings.
04:25So sometimes it'll pass but with warnings;
04:27you usually don't have to worry about that. It's this thing;
04:30you want to see a happy face, not a big Red X.
04:32So let's look here. It says the problem is that this OEBPS/SFHistory blah, blah,
04:39blah use of non-registered URL schema.
04:41Clear as day, so that's a no-brainer.
04:44What is it actually saying? Well, remember that an EPUB is a collection of
04:47files that are zipped.
04:49So here in my Finder, like Stories_of_ California, if I unpack it, it's actually
04:55a collection of files.
04:56So EPUB validator is telling you the path to the exact file with the problem,
05:02and it's saying that the exact file is in OEBPS/SFHistory-simple.html(12).
05:11So actually it's this one, because it doesn't have a hyphen, and a number, and
05:15it's saying line 12.
05:16So there's an issue here.
05:18Now you don't have to unpack your EPUB.
05:21If you have exported it directly from InDesign, InDesign CS5.5 is perfectly
05:26capable of exporting completely valid EPUBs.
05:30So if there's an issue here, it has something to do with the InDesign file.
05:34And I can tell that there is something in the book near the beginning that has
05:38a problem with a URL.
05:40And if we look here, it says href is http :/note to self:look for url. All right!
05:48That sounds like something I would write myself.
05:51So let's check out that InDesign file.
05:53I'm going to open up my HYPERLINKS panel.
05:56I has two hyperlinks;
05:58this one, San Francisco http; that's fine.
06:02This one, also San Francisco; uh-oh!
06:05There it is. There is the problem.
06:08I'm going to actually correct it here. I'll call this sanfrancisco.com as well,
06:16and save it, and then I'll re-export it
06:17back out to EPUB. I'll replace the existing one on my Desktop; leave
06:21everything else the same.
06:25There's my document. It looks fine. Now let's re-upload it to the EPUB
06:31validator. Same one;
06:34I guess I'm going to have to do that again, but let's validate. Finger crossed!
06:36Oh, there it is! Passed!
06:39Love that!
06:40So now that means if you want to continue editing it for its format, or for the
06:45CSS, or things like that, go ahead and do it.
06:47But every once in a while, come back here and upload your current version to
06:51make sure that you haven't done anything bad that will cause it to invalidate.
06:55Because it's a lot easier to track down if you remember what you just changed to the document.
07:00And of course, you'll need to upload it to EPUB validator, or run it through
07:04epubcheck, one final time to make sure that it passes, right before you
07:08distribute it to your customers, or upload it to an EPUB reseller.
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7. Editing EPUB Files for Functionality
Getting inside an EPUB file
00:00Getting a valid EPUB out of InDesign is only the starting point, I'm sorry to
00:05say. Because fundamentally, an EPUB is a web site. It's a miniature Web site all
00:12wrapped up in a zipped compressed file. And we all know how wonderful InDesign
00:17is at exporting to Web sites, right?
00:20In other words, it gives it an old college try, and it has come a long way in
00:25recent years, but I can guarantee you that 99% of the time you are going to have
00:29to actually edit the EPUB file itself to do things that InDesign just can't do.
00:34So the question is, how do you do that?
00:36How do you edit an EPUB file?
00:38Well, if you are on a PC, it's a lot easier than if you are on a Mac;
00:41let me put it that way.
00:42So let me talk about if you are on a PC. All you need to do is change the
00:47extension of the EPUB file to .zip. And in fact, I have heard from some friends of
00:52mine, I haven't actually seen it in the wild, that there are many ZIP
00:56extractors that can unzip an EPUB file. Which is perfectly fine; you don't even
00:59have to change the extension.
01:01But if you don't happen to have one of those cool utilities, you can just
01:04change it to ZIP, and then you would use your PCs normal utility to extract all
01:09the internal files to another folder. Then you would get that folder, it
01:14would look like this --
01:15I am going to keep that as EPUB for now -- but that would be extracted to
01:18a folder like this,
01:19with all of the internal files inside here. And we are going to go through
01:23what all these files mean in another video in this chapter, but these are all
01:27the component files of the EPUB. Then you would edit them in whichever editor
01:31you would like, and I will be talking about different editors you can choose as well.
01:34And then when you're done you would rezip it, and then change the .zip back to
01:39.epub, and it works great.
01:41Life is just not so easy for us on the Macintosh. And that's because when you
01:46unzip or zip a file, the Mac always adds invisible data that will make that EPUB
01:51invalid, and just not work.
01:54So instead we have to go through other gyrations.
01:58First, let me call your attention to a couple of utilities that you might want
02:01to use just to peek inside an EPUB.
02:04If you don't really need to edit them, you just want to see what's going on in
02:07the internal files, you could use something like, I have it over here, Springy.
02:12Springy is a wonderful little utility.
02:14There is another one called Better Zip, and I am sure there are more, that will
02:17let you just drag and drop an EPUB on top of it. And look, we can see inside.
02:23So we can even open these files here.
02:25We can select them, right-click, and you can extract. Extract them all. Or you
02:31can even edit while it's still part of this archive.
02:35It's useful if you just need to make minor edits.
02:37If you're doing wholesale edits, like you need to do a Find/Change on all the
02:41HTML files because there's an incorrect tag, or you spelled somebody's name wrong,
02:46or something like that;
02:47you can't do it with a utility like this.
02:49The other thing you have to watch out for is, you have to go to Preferences of
02:53these kinds of utilities, and make sure that it's not going to add that horrible
02:58Macintosh information when you close the file, when you are done working on it,
03:02because sometimes they do.
03:04So in Springy, you'll find that in the Archiving tab of Preferences, way here at
03:10the bottom, it's actually turned on by default, I remembered to turn it off.
03:13So Preserve Macintosh contents. It actually should also say Preserve or
03:18Create Macintosh contents.
03:21Those are those things like .dsstore that you might see if have ever unzip a Mac
03:24file, or look at a Mac folder on a PC, that's what we are talking about. And that
03:28will just completely invalidate an EPUB, so you can't do that.
03:32Another utility that you'll see me using quite often in this title does the same
03:36kind of thing as Springy, and that's TextWrangler.
03:39You can drag and drop an EPUB onto TextWrangler; it won't work if you go to
03:43File>Open. And I will be talking more about TextWrangler when I talk about good
03:47editors, but it also let's you view the contents of an EPUB file.
03:53When you select a file, you can see what's inside.
03:55Notice that you can't change it though.
03:59But if you really want to do a lot of work to this EPUB, you are going to have
04:02to actually completely extract it, just as though you were doing it on a PC.
04:07And on a Macintosh, most people who do this for a living use a Terminal
04:12Command. And Terminal is the command- line interface utility that comes in a
04:16Macintosh that let's you enter UNIX commands. And there are many Web sites and
04:22books about EPUB that tell you how to use the Terminal Command to unzip and
04:25re-archive EPUB files.
04:26I am not a fan of Terminal.
04:29I'm not morally opposed to it, but I like it easy, and I found a very easy
04:34solution in the form of these two Apple scripts.
04:37EPUB UnZip 1.0 and EPUB Zip 1.0.3.
04:42These are Apple scripts only, of course, because you don't need them on a PC.
04:46And all you do is you drag the EPUB -- I am going to move this out of the way,
04:49because it's going to actually, let me rename this guy to old. There you go.
04:55So you take an EPUB, and you just drag and drop it right on top of the script. So
04:59unzip means extract, right?
05:00So I am going to unzip it, and there it went ahead and unzipped. It's right here.
05:05Let's actually, let's get these out of the way.
05:09Okay, so now they are on the Desktop.
05:12When you're done editing your EPUB file, now we can go ahead and edit away with
05:16whatever program you want, then you just drag and drop it back on to EPUB ZIP,
05:25and it makes your EPUB file.
05:28Double-click it; it opens perfectly fine in Adobe Digital Editions. There you go.
05:34So these scripts are in your exercise folder, or you can download them yourself
05:38from the mobilereads.com forum.
05:40It's a wonderful resource for people who are working with EPUBS, and I will talk
05:44a lot more about that, and show you the URL in the final video in this title.
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Identifying parts of an EPUB file
00:00When you create an EPUB file, and then you expand it, or extract its contents,
00:06you're going to find a folder that's full of all sorts of fun stuff: HTML files,
00:11and images, and XML files.
00:14It contains all of the formatting instructions, all of the content, all the
00:17images, and metadata that's required by any EPUB reader or software to read
00:24the EPUB successfully.
00:26Now some of these files you will never need to touch, and others you'll become
00:29quite familiar with.
00:31You may think, oh no, this is way too geeky.
00:33You know Indesign, you know how to export to EPUB, the end.
00:37You're, like, eager to jump forward to how do you sell on the iBookstore and
00:41make a million dollars.
00:42But take it from me, even if you can export perfectly valid EPUBs from
00:47Indesign, you will always need to come in here for one reason or another.
00:51Because first of all, sometimes it won't validate, and the validation checker
00:56will always tell you, oh, the problem is in this weirdo file, and it's always
01:01referring to one of these files.
01:03Second of all, once you start hanging out with other EPUB geeks,
01:07when you hang out in the forums, or Twitter, or wherever where people are talking
01:11about EPUB creation, they're going to be talking about these files with abandon.
01:16So if you want to keep up with the conversation, you might as well
01:18become familiar with them.
01:20Let's go through this step- by-step. It's not so bad.
01:23I'm going to use oXygen Author to open up this EPUB.
01:29I'll open up the document right here.
01:32So inside the EPUB, there are two main folders, and then there is this one XML file
01:39called mimetype. And all it is, is this plain text right here.
01:44You never really need to edit this at all,
01:46so you can ignore it.
01:47The one thing I want to say about the mimetype file is that part of the EPUB
01:51specifications say that when you compress a collection of files and folders, and
01:57zip them and make them into an EPUB, that this one file cannot be compressed. And
02:02apparently that's why we need to use terminal on the Macintosh. And that's
02:06something that can cause problems if the mimetype is ever compressed.
02:09So just be careful with that file.
02:12I am going to close it up.
02:14Inside the META-INF folder, this is also another folder that you'll seldom need
02:20to worry about or look inside,
02:22it normally contains just one file: container.xml.
02:27I just double-clicked it so we can see the contents.
02:29It's an XML file, and it's saying the root file of this EPUB is inside this
02:34folder, OEBPS/content.opf, which we are going to look at in a bit.
02:39And that is a very important file. and the META-INF has the file that says
02:45where important file is.
02:48So no need to edit that, and don't ever edit it.
02:51You'll have another file inside META- INF if when you export to EPUB from
02:56Indesign you turn on to embed the fonts. And you'll see a little encryption file here.
03:03The encryption file has code in it that you can edit as well if you want to
03:06look at it, but it's the encryption file that will often stop the EPUB
03:10validation in its tracks.
03:12So if you run an EPUB through validation and it says there is a problem with the
03:16encryption file, that's the problem, right there.
03:19Now this folder you're going to be going into a lot.
03:22We call it the books folder for short, but the OEBPS folder is the Open E-book
03:27something or something.
03:29When you open it up, you will see this is where the meat of the entire EPUB is.
03:33All the HTML files that you see here are actually the text contents.
03:37So if I double-click one, this was the first page of our EPUB, which was our internal TOC.
03:45If I double-click this one, here is the first chapter of the document
03:50surrounded by all of its tags.
03:53These are HTML files as exported by Indesign CS5.5. Earlier versions
03:59exported XHMTL files.
04:01I've downloaded EPUBs Gutenberg.org and opened them up.
04:05Those are XML files.
04:07So with the EPUB 2.0 specification all those file types are perfectly legit.
04:12I don't know what's going to happen with the EPUB 3, but just for now, just
04:16FYI, if you are ever looking at other EPUBs don't worry about it if the extensions
04:20are slightly different.
04:21They do all need to say at the top that they're XHTML files.
04:25That's the important part; that they're doc type XHTML files.
04:29When Indesign exports to EPUB, it neatly puts all of the images into an images folder.
04:35That's not really required, but it's nice.
04:38It keeps things easy, so you could select these images, and open them up in
04:41Photoshop or something like that.
04:44And then down here, we are looking at this in alphabetical order,
04:47we have a file called template.css.
04:50This is a highly important file.
04:52It is the Cascading Style Sheet: the document that defines how text looks, how
04:58images are aligned, and so on. And this is something I'll be talking about quite a
05:02bit later on in this title.
05:04But again, this is something that Indesign creates when you export to EPUB, or
05:09you could build this on your own if you'd like.
05:10Then there are two XML files.
05:13One is called content.opf, one is called toc.ncx.
05:17Let's look at toc.ncx first.
05:21This is the navigational table of contents.
05:24When you open up an EPUB in an eReader there is usually a menu, or a button, or
05:28something you can press to look at the TOC.
05:31So it's something that actually lives outside of the content files, but it is
05:36something that Indesign generates. And basically it's just, it will say, like, the
05:41Arrival of Europeans in early settlement, and you click it, and it opens up this
05:45file and brings you that TOC marker.
05:47So the toc.ncx, its reason for being is only to create the navigational table of contents.
05:54They're an essential part of every EPUB, and I'll cover that in another video.
05:58Do you remember that root file, that container.xml pointed to?
06:04That was content.opf inside the OEBPS folder.
06:09Content.opf is kind of like the brains of the entire EPUB.
06:14So you need to be careful when you're editing this. And the content.opf has
06:20three important sections, and one optional section, that the EPUB validation
06:26checker will look for.
06:28The first main section that you'll find is metadata.
06:31So any metadata that is attached to this EPUB is listed here. And certain bits
06:37of metadata are required in order to pass validation, including the publication date.
06:44Indesign will add that automatically for you behind the scenes.
06:47It's the same date as when you exported the EPUB, and you can come in here and edit it.
06:53The second section is called the manifest.
06:56Like a manifest, when you're shipping merchandise, it's a list of everything that
07:00this EPUB file contains.
07:01When you run it through the validation checker, it's like a little guy with a
07:05clipboard who says, there is an HTML file called SFHistory; check. SFHistory-1;
07:10check. There is template.css file;
07:12check. There is this image.png; check.
07:14Now if it finds other things in the EPUB file that's not listed in the manifest,
07:19then you don't pass validation.
07:21Or if it finds things in the manifest that don't exist in EPUB because
07:26you accidentally deleted an image, for example, that will also cause it to fail validation.
07:31So the manifest is very important.
07:33The third required section of content. opf is the spine. And the spine is what
07:40tells an eReader when the person who's reading EPUB presses the Right Arrow, or
07:45swipes right to the left to go to the next page or go backwards, what document
07:49should appear there.
07:51When you're reading an EPUB you're not aware that you're looking at
07:53multiple HTML files, right?
07:55It looks like one long book. And the spine section is what tells the eReader
08:00software or eReader device which document to bring into view when somebody is
08:04navigating around the EPUB.
08:06There is a fourth optional section that would go into content.opf, that I have a
08:12video at the end of this chapter that's specifically about that, called the Guide
08:16Section. And the Guide Section would come right after the spine.
08:19It's required by some eReader devices.
08:22It's a way for you to say where the title page is, where the index is, and
08:26things like that, though it is not required to pass validation.
08:31So that's the end of the content.opf file, which is the only other file that we
08:36have left to talk about in the OEBPS folder.
08:39In other words, we are done talking about all of the contents in an EPUB file.
08:42I know it's a bit technical for many users, especially if you're a designer. But
08:47understanding what exactly constitutes an EPUB is essential for you to be able
08:52to create EPUBs that validate, and that look good.
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Choosing an EPUB editor
00:01What is the best program to use for editing the EPUB file itself?
00:05Well, there is no clear winner yet, and I think there's a huge opportunity for a
00:10developer to come along with something that EPUB producers need.
00:13But I'd like to run through some of the top contenders, and what people are using
00:18today on both Mac and PC platforms to edit EPUBS.
00:23Because I am running on a Mac, let me talk about PC first, and then the other
00:27programs. Most of them are bi-platform.
00:29You want to find a good text editor, because remember after you open an EPUB
00:34what you're going to actually be editing are actual text files, right? The HTML or the CSS files.
00:40These are plain old text files.
00:42So you want to find an editor that can let you do search and replaces; that can
00:47color code some of the tags, so that it's easy to distinguish what's actual live
00:51text, and what's actually tags. And it can do Grep Find/Changes, which I will
00:56show you in a bit, but that means pattern based Find/Changes.
00:59That's the kind of text editor you want.
01:02On a PC, what I've heard is that one of the best contenders is a program called Notepad++.
01:09It's an Open Source free program for Windows only that qualifies on every one of
01:14those points that I just brought up. It's supposed to be excellent!
01:17And I've actually used it a bunch times on Windows, and it is great.
01:21The closest equivalent, in my mind, on a Macintosh would be TextWrangler.
01:26Let me actually open up one of these in TextWrangler.
01:31TextWrangler is the free baby brother of a commercial program for the Mac user
01:36called BBEdit, and it is distributed by Bare Bones Software.
01:41I love TextWrangler, because not only is it free, but it's very powerful. And it
01:45has those features that I was talking about.
01:47You see all of the tags are color coded, all of the live text here is black, and
01:52of course you can change the colors for all this in Preferences.
01:56I've set it to automatically wrap by default so that we don't have text running
02:00off the end of the window.
02:01If you open up multiple files, they will appear here in this little side car on
02:05the right, so you can quickly click back and forth.
02:07So you can Shift+Click a whole bunch of files in the Finder, and it will open
02:11them all up at once.
02:13Under Search, not only can you Find in the Active file right here, and it's pretty
02:18powerful with a lot of features, but you can also do Multi-File Search.
02:22So if you had selected a whole bunch of files, you can go ahead and open them
02:26all up, or you can even search in a particular folder on your hard drive.
02:29So you don't even have to open them up first to do a Search and Replace, which
02:32can be very helpful if you need to do a whole scale Find/Change to the
02:38contents of an EPUB.
02:39A cool feature about TextWrangler is that it can open up in the actual archive.
02:44So now we are running just in TextWrangler, and I'm going to open the EPUB
02:49itself on my desktop. Isn't that cool?
02:53So we can actually peek inside here, and we can investigate the contents.
02:57Now you can't change anything.
02:59The only way you can change something is if you actually extract the files
03:02from the EPUB first.
03:03But it is a cool feature of TextWrangler that you can use it to look inside
03:08different files in your EPUB without having to extract it.
03:12Now a program that does that, and let's you edit it while it's still archived, is oXygen Author.
03:18Let me zip over to oXygen Author.
03:22oXygen Author is one of the family of oXygen programs that you can purchase
03:28from the developer.
03:29It's a little on the pricey side, but it is so worth it if you're doing a lot
03:34of EPUB work. Because not only will it let you open up the EPUB itself, called
03:38an Archive Browser, without having to explode the EPUB first, but you can open up multiple files.
03:45I am just double-clicking here, and what's happening is that oXygen Author is
03:49unzipping them in the background, and then opening them. And then we have the
03:53same kind of color coding happening to the text editor.
03:55We can do a whole bunch of files. And if we go to the Find command, you can see
04:02that you can Find/Replace in multiple files even while they're still archived,
04:06which is a new feature they just recently added to oXygen Author.
04:10And they have an EPUB validation checker built right in.
04:15So if there is any issues with this -- I just went ahead and clicked it, and you see
04:19down here; Validation Successful.
04:21But if there are any problems here you get a little pop-up window, and it would
04:24tell you which file, which line, and you can double-click, and it will jump you
04:28right to that file to fix. Very cool!
04:30Now you probably already have a very good HTML and CSS editor installed on your
04:36computer, if you have the Creative Suite, and I'm talking about Dreamweaver.
04:40Dreamweaver is perfectly great for editing the contents of many of these files,
04:44because it can edit, open and edit XML files, HTML files, and CSS files.
04:49So let's go ahead and open.
04:51Let me go to Desktop, and here is the file that I exploded.
04:55Now unfortunately it can't open an archive.
04:59So you do have to extract all of the EPUB files first.
05:02But we can always hope for CS6.
05:07One of the beautiful things about Dreamweaver, besides perhaps that's already
05:10sitting there on your computer, is that you have the code view with all the color
05:14codes; you have the split view, so you can see any change that you make here. It
05:22gets updated over here on the right as soon as you click it. And you can also
05:25preview in any browser.
05:28So if you choose Preview in Safari.app -- we will go ahead and save those changes.
05:34Previewing in Safari is as close as you can get to previewing for the iPad.
05:39As I mentioned before, unfortunately Apple has not released a desktop previewer
05:44for iBooks, but iBooks and Safari use the same internal rendering engine called Webkit.
05:51So it's not 100% exactly the same in both programs, but if you are looking to
05:57see if something is wrapping correctly, or the drop cap is working, or the
06:01alignment is working, Safari is going to be the closest you can get to actually
06:05copying it over to the iPad, and opening it up in iBooks, and looking there.
06:10I want to mention two other frequently mentioned free or shareware utilities.
06:15One of them is Calibre, and the other one is Sigil.
06:17So I have Calibre running here, and Calibre also allows you to open up EPUBS and
06:22read them on screen.
06:23It's more of an EPUB library.
06:27If you have a bunch of EPUBS on your computer, Calibre will track which ones you
06:31have, and show you their covers, and lets you read them.
06:33So it comes with a little quick start guide.
06:37And if you double-click on any one of these EPUBS it will open up in a nice
06:40little reader utility that you can use to page through your EPUBS, or you can
06:46just scroll through it.
06:47Calibre is also frequently used to convert files, like it can convert from EPUB
06:52to MOBI, and MOBI is the file format used by Amazon.
06:57However, in my experience, and this is only anecdotally,
07:01sometimes the Calibre conversion doesn't play nice with the validation
07:05engines, or with the requirements by the EPUB resellers. And it's more for
07:10your own personal library.
07:12If you have something on an EPUB and you want to get it onto your Kindle, for
07:15example, then you could do it through Calibre.
07:19I have the same kind of cautions about Sigil.
07:21okay, I've jumped over to Sigil.
07:25Now Sigil is very cool in that, like oXygen Author, it will let you open up EPUBs
07:31without extracting them first, and it will let you edit them.
07:35So I can go to File>Open, navigate to my desktop, and select that EPUB.
07:41One of the problems with Sigil is that, it might be hard for you to tell at this
07:45point, but Sigil moves files around without you being able to give it permission.
07:51It created a folder called Text, and put all of our text files in there. And then
07:55it created another folder called Styles, and put that in there. Whereas that is
07:59not how InDesign exports EPUB files.
08:03InDesign does have an Images folder, but everything else is just floating
08:06inside the OEBPS folder.
08:08And also you can that see we are missing views of a couple of other files here.
08:12Now the developer of Sigil says it's for your own good, because after he puts
08:17them into these kind of folders, then he is able to make sure that all the links
08:22are working right with whatever kind of work you can do in here.
08:24And it is very cool, because I can just double-click this one HTML file, and like
08:28Dreamweaver up here
08:29we have a Book View, Split View, and Code View.
08:32So here's Code View.
08:34It just looks like any other text editor. And then there is Split View.
08:38In addition, there are EPUB specific features in Sigil, such as Metadata
08:43Editor, and a TOC Editor.
08:46You can also right-click on, say, an image, and say Add Semantics>Cover Image, and
08:52then suddenly this image becomes the new cover image. And in the background,
08:56Sigil adds the correct links to all of the component files of the EPUB, so that
09:01eReaders and eReader devices know that
09:03that's the cover image.
09:05So it does some really cool stuff. The one issue, as I said, is that it moves
09:08files around. And I would prefer that it didn't, or that it gave me the choice. And
09:13second the developer was hired by Google, and he has already put out the word as
09:17I'm speaking that he will be leaving this project.
09:21It's an Open Source project, and he's asking other developers to take over.
09:24So the future of Sigil is a little iffy.
09:27He does have a Beta available that you can download from the Sigil site, but
09:33here under Applications I have both versions installed.
09:38So I named one version 3, and version 4 for Beta.
09:42So version 4 is the Beta one.
09:44If I double-click it;
09:46let's close the other one, and we'll go ahead and open up that same EPUB here.
09:54You can see it's a little different in that he does still move files around, but
09:59he does allow you to get to some of the other component files that Sigil 3 was
10:03missing. And if you say, oh, I want to edit the navigational table of contents
10:08document, you double-click, and it'll say, it's for experts only. Are you sure?
10:12So it is more powerful than version 3, but again, the developer is leaving the project.
10:18So in the meantime, you know, what I'm doing is I'm mainly using oXygen Author or TextWrangler.
10:25So you'll see me bouncing between those two programs in most of the remaining
10:29videos in this title.
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Modifying the navigation TOC
00:00The navigational table of contents, or nav TOC, is that part of an EPUB
00:06reader or EPUB device that shows you the table of contents that can be shown and hidden.
00:12In other words, it's not part of the actual EPUB;
00:15it's something that appears to be separate from it.
00:17So I could choose Hide Navigation Pane, and still see this.
00:21I talked about the difference between the navigational TOC and an internal TOC
00:25in other video. But often you want to be able to edit what the navigational TOC is showing.
00:32This is actually generated automatically when you export the document to EPUB,
00:36and in this case the user had set up a book file in InDesign.
00:42And each individual InDesign document was called, you know,
00:4501_early_history was the name of the first one, 02_sanfran_pen was the name of the second doc.
00:51When they exported to EPUB, they apparently didn't use a custom TOC style, which
00:56is a way to get InDesign to put custom text over here on the left.
01:00But even if you do, even if you do go to the trouble of creating a custom TOC
01:04style, so that this might say Early History, it will pick up this text.
01:08 Maybe you want to edit it so it says Really Early History. It doesn't have to
01:13exactly match what it says in the EPUB.
01:15So there are ways that you can edit what's here, but you do have to do it
01:19internally inside the EPUB.
01:22So here is the EPUB that we were just looking at in the finder.
01:25Now if you expand it, like on the Mac if you drop it onto one of those EPUB
01:30expander scripts that I showed you, or you're on a PC, and you could change the
01:34extension to .zip, and you extract it that way, you're going to end up with a
01:37folder with the same name as the EPUB.
01:41And inside this folder, the one that you're looking for is inside the OEBPS
01:45folder, remember that's the "book folder" and it's the file called toc.ncx.
01:52I am going to actually use Author, oXygen Author, so that I don't need to expand
01:58my EPUB, and I'll show you how you can do that.
02:00, I'll jump over to Author, and I'm going to open up the EPUB. And you don't choose
02:06File>Open, which would make sense, in Author to open up an EPUB.
02:10You use File>Open for an actual file. But when something is zipped, what's
02:13called an archive, then you use the Open command in the Archive Browser.
02:18Now this panel doesn't appear by default.
02:21So if you've downloaded the 30 day trial for oXygen Author, or you purchased it,
02:25and you want to see this, just go to the Window menu, go to Show View, and
02:31choose Archive Browser. And then this will lock itself to the upper left-hand
02:35corner of your window that you see here.
02:37So it's this button that you choose to open up an EPUB.
02:39I click that, and I'll choose Open Archive.
02:43So I'll go to my Desktop where I have saved the EPUB file, and click Open.
02:50Now I can see the contents of the EPUB file without having to extract it
02:53first. And if you remember toc.ncx is inside the OEBPS folder. See, it just, like,
02:59rolls off the tongue.
03:01And we want to find toc.ncx. We'll double-click it, oXygen expands it, and will
03:07show it to us in this window.
03:10In the toc.ncx file, you'll find every entry in the navigational TOC between
03:17the two navMap tags.
03:19So here is one, navMap, and the other one is at the bottom, close navMap.
03:26Every individual entry in the nav TOC has two main parts.
03:31First of all, there is a navLabel, like here is 01_early_history, and second,
03:36where does that point to?
03:38So, early history points to 01_early_history.html.
03:42So when the user clicks here, this is the page that automatically opens in the eReader.
03:46So if I want to change 01_early_history to just Early History, I could do that
03:53right here. Early History.
03:57You don't want to change where it points to, because then you're going to break
04:00the link, and it won't validate.
04:01So even if you already had custom entries here, you can see how easy it would be
04:06to go ahead and change these.
04:07I'll do one more, we'll change that to San Francisco Peninsula.
04:16I'm going to go ahead and close this and save my changes. And a cool little
04:22feature; it will backup these files.
04:24I'll go ahead and have it do a Single file backup. And then to close the archive
04:29you click this little guy right here.
04:30You don't actually choose Close. So we're going to close the archive.
04:35And now let's find that. Here is the backup. There it is on the Desktop, I'll
04:40double-click it, and there you go. Early History, San Francisco Peninsula.
04:44So as you can see it's very simple to edit the navigational TOC, you just have
04:49to know where to look: good old toc.ncx file.
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Adding and editing metadata
00:01Getting the metadata right in your EPUB is critical to its success once you are
00:05distributing it, because people can't walk into a bookstore and look at the pretty covers.
00:11Online they are typing in search terms. Whether they're looking in the iBookstore,
00:15or they're looking them in the Nook Store, or anywhere were eBooks are gathered.
00:20They are typing in search terms, and the search terms are going to look at the
00:24metadata that you add to your file.
00:26Now when you upload your EPUB file to Amazon, or to the Nook bookstore, or to iBookstore, they
00:33will often ask you for metadata that they'll include in their own database.
00:37But you too can include metadata yourself. And I showed you how in an earlier
00:42video, just want to briefly refresh your memory, that in InDesign, if you go to
00:46the File menu and choose File Info, you can insert all kinds of metadata.
00:52This will travel along with the file.
00:54So I've already inserted a bunch of stuff. And then when you export to EPUB,
00:58there is more of metadata that you can add right at the very top of the General section.
01:06So you want to make sure you turn on Include Document Metadata, you can add your
01:10Publisher Entry, and a Unique Identifier.
01:13There's only two pieces of metadata that are required for an EPUB to pass
01:19validation, and that is a unique identifier, which is usually your ISBN number,
01:24and the publication date.
01:27Now if you leave the Unique Identifier empty, InDesign will automatically create
01:31a Unique Identifier for you, and put it in the Metadata section.
01:34It will also automatically add a publication date, which is the date that you
01:39exported this to EPUB.
01:40We are hoping in upcoming versions InDesign that they will add a field for
01:45publication date, but in the meantime, it's added behind the scenes.
01:49Now if you want to look at the metadata of an EPUB file, and edit it, and perhaps
01:53you want to edit fields that InDesign doesn't let you edit, or maybe you don't
01:57have the original InDesign file, let me show you how you can get to that.
02:00I am going to cancel out of here, because I have already exported to EPUB here in the finder.
02:06So this is the SFHistory- simple.epub that I exported.
02:10I could open this in oXygen Author, or any number of other programs;
02:14the thing is that the metadata is included not in any of the HTML files, but in
02:18an extra XML-based file within the EPUB.
02:22Right now, I don't really need to change anything.
02:24So I just need a way to look at the content without extracting it.
02:28I could use oXygen Author, or I could use TextWrangler, or if I was in a PC, I
02:33could use Notepad++.
02:35One thing about TextWrangler though, that I want to show you, is that if I just
02:39bring this over to TextWrangler so it opens up, and I twirl open the OEBPS
02:44folder, which is where our file is located, you won't see it.
02:48The file is called contents.opf, and TextWrangler does not show that file, nor
02:54does it show the toc.ncx file.
02:56I am not quite sure why. But we can skin that cat another way.
03:01I'm going to drag and drop the EPUB on to Springy, which is that cool program I
03:06mentioned earlier that lets you look at the contents of an archive. And then
03:10here we can see all those files.
03:12And then I'm going to open up the content.opf file in TextWrangler.
03:18So this file is where the metadata is stored, and then I don't need to extract it;
03:24I am just going to edit.
03:26You'll see the metadata at the very top of the content.opf file. And I did go
03:30over what is inside the content of that OPF file in another video if you are
03:34curious what else is in this file. But at the very top, in between the two
03:38metadata tags, you'll see who created the metadata,
03:42the generator was Adobe InDesign, and whole bunch of entries.
03:46So, for example, it says as dc:title, A Brief History of San Francisco, and
03:50then it closes that tag;
03:52dc:creator, dc:subject, and so on. Here is the date that it was exported.
03:57This is what InDesign added automatically. Here is my unique identifier that I added.
04:02Apparently, I could have entered source, relation, and coverage in InDesign;
04:07it's just putting it there for our sake so we could actually enter in source,
04:11and enter in relation.
04:12But if you are wondering, first of all, what does that mean? What's the source,
04:16and relation, and coverage?
04:17Second of all, why is it called dc?
04:20What does dc have to do with anything?
04:22Actually, dc stands for Dublin Core; the Dublin Core Metadata element.
04:28Dublin Core is kind of like the EPUB standard created by the IDPF.org.
04:34The EPUB standard relies on the Dublin Core metadata.
04:37So what is the Dublin Core Metadata Initiative?
04:41It is just a way to standardize on metadata for all sorts of books.
04:45If you scroll down on this page -- and you don't have to, I mean, this is just a little
04:50bit of extra information that you only get from a lynda.com video -- you can see
04:54that, for example, the DC Label:
04:56Contributor, this is what it means by that.
04:59Here are some examples of that.
05:00If you're wondering what Source is,
05:02we can just scroll down here, and it says the label of Source, it's a reference to a
05:06resource from which the present resource is derived.
05:09So now that we're back here, we can go ahead and edit, now that we know all about DC.
05:15These were actually keywords that we added.
05:17So if we want to add more keywords, we could select this whole thing, copy it,
05:21click in front of here, paste, and don't worry about the indentations, and we'll say also
05:29it should be all about Dublin.
05:32So when you're done editing the metadata, or checking it out, or correcting it,
05:36just close the content.opf file, and save your changes, and you are done.
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Creating guide sections for iBooks
00:01So InDesign can create valid EPUB files, EPUB files that will pass basic
00:06validation, but you will quickly encounter additional rules from people like
00:11Apple and Amazon as far as what an EPUB should require for their purposes.
00:17They assume that it's valid, first of all, but they also want additional
00:21information. And one thing that both Apple and Amazon require is at least one
00:26entry in a Guide section.
00:28A Guide section is an additional, optional section to the content.opf file. And
00:35you will need to enter that manually.
00:37InDesign cannot do that for you.
00:38So I am going to show you how to do it;
00:40it's not that bad at all.
00:41So here we have SFHistory, an EPUB that we've been using a lot in this
00:45course, and I've cracked it open already; I have unzipped it to this folder.
00:50And inside the OEBPS folder, there is a file called content.opf, which I've
00:56talked about a number of times in this chapter, but let's check it out. We have
00:59it open already, actually, in TextWrangler.
01:03Content.opf. And the content. opf contains all the metadata.
01:08It has the manifest, which is a list of all linked files and assets in this EPUB.
01:15It has a spine, which is the linear reading order. When somebody says next page,
01:20or it clicks the right arrow,
01:21this is what's going to come up next.
01:23And the guide section would appear right after the spine section, before the
01:28end of this package.
01:29The guide section looks something like this.
01:31I already have it queued up in my clipboard, so I am just going to paste it in.
01:36It's just more links.
01:38We are going to come back to this in a minute, but I want to go over what the
01:42guide section needs to include.
01:45It is a section of the content.opf file that identifies semantic elements. That
01:51means things like the cover, the copyright page, the index, the preface, the
01:58epilogue, things like that.
01:59The elements of a book, and the text as well.
02:02They don't need to know every single chapter, but where does the text start;
02:06what is the very first file that has chapter 1.
02:09And this is because, beyond the navigational table of contents,
02:14the iBookstore, when you read it on the iPad or the iPhone, and the Kindle, also
02:18have menus that say jump me to the index, jump me to the beginning, show me the
02:23title page, and so on.
02:24So that's why they want these sections listed in the guide section.
02:29The tags that you should use for the guide, you can't just see here's the
02:32copyright page or here's our list of illustrations, you need to pull them from
02:36a list of standard guide tags. And it's really long URL that I have shortened
02:41and saved for you here; j.mp/guide-tags.
02:42I have already gone there in my browser.
02:50It's a section of the idpf.org Web site, I guess the older Web site, this is
02:55actually the link that Apple and Amazon Kindle will send you to, to see what
03:00the guide is all about, how to properly write it out, and what are the elements
03:06that you can include.
03:07So you can say cover, title page, and it tells you what should be here.
03:10Now on the Kindle, the only guide element that they require is the TOC.
03:17They need the guide element saying where the TOC is. And this is a link to the
03:20internal table of contents, which is a requirement for all Kindle books, and I'll be
03:25talking about that in a later chapter.
03:28They will also support only a couple other guide elements, and they ask you
03:31in their guidelines not to include every single element because they will
03:35be grayed out in the Kindle menu, and Kindle users will be disappointed and confused.
03:41Whereas Apple goes the other way;
03:42they want you to include every possible element in the book. All these, if you
03:47like, if it contains it.
03:49Obviously, if you don't have a dedication, don't include the dedication.
03:52Okay, so you want to add a guide element if you are thinking about uploading
03:57your EPUB to the Apple iBookstore, and it wants all the book elements listed. And
04:03for the Amazon, just the TOC guide element.
04:06So let's just add a couple of these things.
04:08I've just added the beginning guide tag, and then the structure of how the tag
04:13should be written, the cover, and then this would point to the HTML file that is the cover.
04:17Now you can't make up new HTML files.
04:20All the HTML links that you list here have to have already been listed in the manifest.
04:26That's this section up here.
04:27So you can't just say, oh, I am going to another little epilogue, because
04:31then that's going to ruin the whole thing.
04:32At that point you should actually just create a new EPUB so that the HTML
04:37pointing to the epilogue is already included in the EPUB.
04:40Here is the title page, so it's reference type title page, and then you can add
04:46a little explanatory content for yourself.
04:49This is what the Kindle requires: type, toc; title, Table Of Contents, pointing to
04:54the table of contents.
04:55Notice I have two of the same URLs for both of these different elements.
04:59That's perfectly fine.
05:01You might have two different elements on the same page, or in the same HTML file,
05:05but you cannot repeat the type.
05:07So you can only have one unique type.
05:10Let's add one more for text.
05:11So I am just going to Copy and Paste this.
05:15The text is the very first chapter where the main body of content is.
05:20It's okay if it's indented like that.
05:22We are going to say type, Text. Text, and we'll point it at, let's say that the second
05:33HTML file is actually the first chapter of the main body of text.
05:37That's about it. And then you close it with final guide and that's it.
05:42That is how you create the optional guide element if you are preparing an EPUB
05:47for the Apple iBookstore, or the Kindle, and possibly other resellers as well.
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8. Editing EPUB Files for Formatting
Cleaning up the HTML files
00:00We're looking at an EPUB open in Adobe Digital Editions called SFHistory.epub.
00:06And it's not a very complicated file. It's just mostly text, a few images,
00:10some links, and so on.
00:12Now let's say that we need to come in here and do some things to the content; to
00:16make some changes to the actual HTML files.
00:19I'm going to zip back over to the Finder.
00:24This is the EPUB that we were just looking at;
00:25this is the InDesign file from which I made the EPUB.
00:28Now to edit the content of the EPUB depends on the kind of editor that you have.
00:33If you have an editor that lets you edit the contents of an EPUB without
00:36extracting the files first, like oXygen Author or Sigil, then you can just go
00:41ahead and open up this EPUB in that program.
00:43Otherwise, you're going to have to unzip it, like on the PC. Or run it through one
00:47of those cool unzip AppleScripts that I mentioned earlier, on a Macintosh, and
00:51extract the EPUB into a folder containing the contents of the actual EPUB file.
00:56And I went through what all these files mean in a previous video.
01:00Inside the OEBPS folder is all of the content for the EPUB itself, which from
01:06InDesign CS5.5 is a series of HTML files.
01:09So we want to open up these HTML files in our text editor.
01:13Now a lot of the work that you're going to be initially doing with your content
01:17files are changes that have to be made to every one of them, like if you're
01:20trying to get rid of a certain tag in every one of the files.
01:24So you want to use a text editor that can do a batch Find/Change.
01:28And the one that I'm going to use right now is called TextWrangler. So I'm going
01:31to start up TextWrangler, and then go to File>Open, and Shift+Click all these
01:37files, and open them up.
01:40So right now we're looking at one file;
01:42we're looking at SFHistory.html.
01:44That's the one that's selected over here.
01:46And at the top is a bunch of very important gobbledygook that we don't really
01:49need to worry about, except to note that first of all it's encoded UTF-8, which
01:54is the default for the EPUB standard.
01:57If you ever get any encoding errors kicked back to you from when it gets
02:01validated, it's probably because it doesn't have encoding="UTF-8", or UTF-16 will also work.
02:07This is normally something that you don't have to set; that whatever program
02:10you're using create an EPUB, it'll automatically encode the files in this way for you.
02:14The second line declares that this is actually an XHTML document, and it says
02:18where it's pulling the rules from, from w3.org.
02:22What's important for us is the link to the template.css file that was part of
02:28the EPUB, if you remember, when we expanded it;
02:30it's inside the OEBPS folder.
02:32It contains all the formatting instructions for every HTML file that has a link to it.
02:37We'll be talking about the CSS file in the next video.
02:40Then the head section ends, and then the body section starts.
02:44So everything in between the opening body and the closing body is what
02:49appears in the eReader;
02:51this is the actual content.
02:52So you can see that every paragraph is marked off with a p tag for paragraph,
02:57and InDesign converted the name of the paragraph style to a class that was
03:02applied to the entire paragraph.
03:04All of these paragraphs are inside this div, which is short for division.
03:08And the div is the name of the Object Style that formats the textframe, which is
03:14by default Basic-Text-Frame.
03:15But I'll be showing how you can use divs in later videos to do things like
03:19pull quotes, and things.
03:21Each story's div is enclosed in a parent div that is actually the name for this HTML file.
03:27Most of the time you are mainly concerned with going into the actual content and
03:32fixing typos, or fixing links, or changing the names of styles, and so on.
03:37Now if you are familiar with HTML and CSS, or you have a department, or at least
03:43one brainiac working for you that knows all about HTML and CSS, they might
03:47blanch. Because the way that InDesign creates the HTML code is it ensures that
03:52the styles come through in the EPUB reader, but it adds a whole lot of overhead
03:56that's normally not necessary.
03:58For now we're just going to leave these things alone, but let me tell you about
04:01a couple changes that you can make that will at least clean up some of the
04:04croft that InDesign adds.
04:06For example, you can see this xml:lang=" en-US" that it adds here, and it adds it
04:13in many other places.
04:15For some reason, it needs to specify the language --
04:17this is English, US.
04:19If you were writing this in Great Britain, it would say en-GB, for English, Great
04:24Britain -- to a number of tags in the HTML file.
04:27You can see it up here as well in the main div id.
04:30So let's get rid of that.
04:32And this is going to appear, you'll see if you double-click any of these, you'll
04:35see this in many of the HTML files.
04:38Now as I said, this is kind of superfluous code that InDesign adds. It's not
04:42going to harm anything. It's not a requirement for you to remove this, but I
04:46think it's a good easy lesson in getting accustomed to doing a batch Find/Change
04:50with the contents of your EPUB files.
04:52What you want to look for in your program is a way to change all of these opened files.
04:58And in TextWrangler we come up here to the Search menu.
05:00There is Find, which will only do a Find/Change in the current file, and then
05:04there is Multi-File Search. All right!
05:06So now we're going to enter what it is that we want to search for;
05:10we want to search for xml:lang="en-US".
05:13So what I'm doing is I'm copying from here.
05:21If I would've thought ahead, I would've copied and pasted it right in here ,
05:25because it's important to get it exactly right, as anybody who has ever
05:27used Find/Change knows.
05:29Now what I could do is say that I want to replace with nothing, and then search
05:32just one file, and then do that over and over again for all these files.
05:36And then repeat the whole thing for finding every instance of en-GB, which you
05:41can also see in other places in this file. But why do that?
05:44Unless you work by the hour, there's no reason to do that.
05:47Instead, you can combine these two searches by using Grep. And this is why I
05:50said earlier it's important to find a text editor that lets you do grep
05:54searches, often called Regex, Regular Expression searches, because that lets you
05:58really turbo-charge your Find/Changing.
06:01TextWrangler does let you do that. You just have to turn on Grep here, so it
06:04knows to search for patterns.
06:06And there is a real easy one to use to find two or more things at once;
06:11just surround the first element in parenthesis.
06:14And these parenthesis are only turning red, because it's a little clue that I'm in Grep.
06:18If I turn off Grep, then they turn black, so it would actually look for
06:21parenthesis x. But by surrounding them with parenthesis, I'm telling
06:25TextWrangler to search for this thing inside the parenthesis.
06:29And then the or command is a simple pipe, which is the Vertical Bar above
06:33the Backslash, Shift+\.
06:36And then we want to search for the same pattern, just copy it this time, and
06:42paste on my keyboard, except that we want GB.
06:46One last thing is that, notice down here under xml:lang that there is
06:50actually a space here that we don't need.
06:52So I'm going to actually add this space right in front of each of these.
06:58When TextWrangler finds either one of these, I want it to replace with nothing, so
07:01that'll essentially just clear this out and close up the tag, which is perfect.
07:05And where do I want it to search?
07:07I want it to search in all of my Open Text Documents.
07:09So I'll just turn that check box on, and I'll double-check down here.
07:13It should match this list at the right.
07:15There's an untitled text file, a default untitled document open when I first
07:19started this, so I don't need to search there; I'll turn it off.
07:22And then we'll click Replace All, because we're brave.
07:26TextWrangler gives you a choice, and most programs will, do you want me to save
07:29the changes as I make them,
07:30or should I just leave these open?
07:31I'll leave them open, and show me the results, and then please proceed. There we go!
07:36So it found a whole bunch of changes. Yeah!
07:40So we did that set.
07:42These have all been made to the file;
07:44as you can see, it was closed up.
07:46They just haven't saved the changes.
07:48So while we're here we can go ahead and do more Find/Changes if we wanted to.
07:52In fact, I do want to show you an HTML wide change that you really do want to
07:57make to every one of your EPUBS if you're exporting them from InDesign CS5.5.1.
08:03In other words, it'll say InDesign 7.5.1 in the About InDesign box.
08:09Maybe by the time you see this, we'll be up to .2, and they'll have fixed this
08:13issue. But it's a known issue with all versions of InDesign CS5 for the first
08:19release, and the first patch.
08:21And the issue is this:
08:22Up here at the very top in the DOCTYPE declaration, there is an additional space
08:27that should not be here.
08:28This space was not here in EPUBS created by CS4 and CS5.
08:32These will still validate;
08:34the problem that users have encountered is that sometimes it confuses the
08:38eReader, and the eReader doesn't know how to parse certain characters, like
08:43discretionary hyphens or special glyphs. And it will throw an error, or put a
08:47question mark there instead. And astute users have traced the problem to
08:51this one crazy space.
08:52If you delete the space, then suddenly the problem goes away.
08:56So Adobe has acknowledged that it's an issue, and they say that it's going to be
08:58fixed in the upcoming patch.
09:00I don't know when that's going to happen, but that's an interesting one that we can easily fix.
09:04In fact, let me take the opportunity to show you how to do this in oXygen.
09:08oXygen Author will let you do Find/ Changes without extracting the files first,
09:13which I don't think there's any other program that'll let you do that; not even Sigil.
09:16So I'm going to close out of here.
09:18I'm not going to save any changes. And I'm going to open up SFHistory.epub on Author.
09:23I'm going to oXygen Author. And I like to show things in TextWrangler, because
09:28that's a free program, and Author costs a couple hundred dollars, unless you
09:32have an academic discount.
09:34So it's only really for professional EPUB producers who are doing this all the time.
09:38But it is worth the investment if you do more than a few EPUBS a year.
09:41So in Author, remember, you go to the Archive Browser.
09:44If you don't have the Archive Browser showing, go to Window>Show View, and
09:48choose Archive Browser.
09:49And you open up an EPUB from the Archive Browser, not from here. Click this guy,
09:57Open Archive; now we're in the right folder.
10:00Now I'm going to just take a peek at one of these, because I want to show you
10:03what it is that we wanted to find and change.
10:06Right here, what we want to do is get rid of the space after 1.1.
10:11So I'm going to actually just select all this, and copy to the clipboard, and
10:17then we'll close it.
10:18And then under Find, choose Find/ Replace in Files, and you can see I've already
10:24been practicing with this.
10:25I pasted in Text to find, replaced with the same exact thing, except I closed up the space.
10:31oXygen will offer to create a backup file in case things go blooey.
10:35And then under Scope, what should it do this Find/Changing, because we're doing
10:38Find/Replace in files;
10:40this is the multiple Find/Replace.
10:42We want it to do the Opened archive;
10:43it's called an archive here.
10:44We'll just say Replace All. Yes, I'm sure.
10:49Nine replacements; let's check it out. There you go!
10:54All closed up.
10:55That's a really fast fix to run through an EPUB.
10:57You don't even have to expand it first to do that.
11:00You're going to encounter many times when you need to actually get into the
11:03XHTML files, either to fix a miscellaneous typo without having to re-export the
11:08whole thing from InDesign, or to do these kind of batch Find/Changes to fix
11:12issues having to do with the coding.
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Editing the CSS file
00:00When you're formatting text in your InDesign document, you normally are applying
00:05paragraph styles and character styles to text.
00:08These styles are carried forward when you export the file to EPUB, and that is
00:14what governs the style of the EPUB itself.
00:16Here I have exported this file to this EPUB, and you can see that we have the
00:24same subhead, and same drop cap, and hyperlink style, and so on for a lot of the text.
00:30It doesn't match exactly.
00:32For example, we don't have the exact same line spacing that we have here. But it
00:36comes very close, and that's a good thing.
00:38I've already extracted the files of this EPUB to this folder, and let's take a
00:43look at the actual file itself.
00:45So it's this file here called template.css, which stands for cascading style sheet.
00:52And I think I will go ahead and open it along with one of the HTML files, the
00:56very first one. Actually the very first one would be this one.
01:01Let's open these both up in TextWrangler. All right!
01:03So here is the template.css.
01:07It's a plain text file, and it may look quite confusing if you're not familiar
01:12with CSS at all, but actually it's pretty understandable. And as long as you
01:16understand how paragraph and character styles work, well, then you are 80% of
01:20the way there, actually.
01:21Let's start at the very top, and let me go through some of these entries, and
01:25tell you what kind of edits you might want to make or what they mean, and what kind
01:28of impact they will have. And then later on in this video I am going to show
01:32you some really cool applications of cascading style sheets to different EPUBS
01:36and show you how you can experiment with applying those kind of style sheets to your own EPUBS.
01:42At the very top we have this @ page command, which adds 0.5em margin all the way
01:49around the body of text.
01:51Now this is coming from the InDesign EPUB Export Options dialog box.
01:57In the General panel, what I discussed in Chapter 5, is that you can opt to have
02:02InDesign automatically add 0.5em of space around the page in order to back it
02:07off from other elements in the EPUB reader.
02:10A lot of the eReader devices ignore this.
02:13For people who didn't know, or didn't want to edit the CSS, and still needed to
02:17have that page margin, the InDesign feature goes ahead and adds it for them.
02:21Then following that we have entries for everything having to do with the table;
02:25table body, table head, table footer.
02:28And then following that we have a bunch of entries in a string having to do with
02:32tables, like TDs: table data;
02:34that's for a cell. And all that it's saying is that if you have applied some
02:38kind of formatting to any of these, then all the other elements will inherit
02:43that same formatting. Because normally table entries don't inherit, and you have
02:47to set them over and over again for each individual entry.
02:50Also by default, InDesign will always add these two commands: leftFloat, and
02:54rightFloat. And they're actually used for text wrapping.
02:57So if you have an object with text that wraps around the right, then InDesign
03:02will apply the leftFloat class to it, so that it floats on the left, and the
03:07text wraps on the right, and vice versa for the next one.
03:11So these four entries here will appear in every single CSS file you create,
03:15whether or not you use them. Even if you just created a document that had the
03:18word "hello", and you export it, you would see these with the CSS file.
03:22Following that are any actual paragraph styles and character styles, or
03:26overridden styles, that were in your document.
03:29So, for example, we had a hyperlink style in the InDesign file.
03:34This word right here had the hyperlink character style, and if we edit that
03:39style, you can see all it did was it changed the color to a Pantone color.
03:44Now there is no such thing as Pantone in EPUBS, so what InDesign did when it
03:50converted this to CSS was it just converted it to the Hex Color.
03:55A Hex color is a special kind of code for describing colors for Web sites and
03:59for EPUBS ,and it's essentially just a series of six letters and numbers preceded
04:04by this hash symbol.
04:05I will be talking about that in another video later on in this title, but there
04:09are many places on the Web where you can enter a color, and then get the Hex
04:12value that you can put in here.
04:14So I thought that was pretty slick.
04:15What I really like is that it's not adding a whole lot of other definitions to
04:20this character style.
04:21The character style just changed the color, so this just adds a color spec.
04:24Now you can see how this is applied if you look inside of a document; one of the HTML files.
04:30So let's switch over here, and here in the body of the text is the actual
04:34hyperlink text, and you can see that it added the class hyperlink to San
04:38Francisco, so that means that it's actually turning it red.
04:41Now if we look at this in the EPUB reader, there is the red hyperlink, but the EPUB
04:47reader sometimes also adds its own information as well.
04:50Like here it's adding an underscore.
04:53Now if you are familiar with CSS you might think, oh you know, I could just add
04:56an attribute to the CSS file that says text decoration: none, for any link, which
05:03is true, but many readers will ignore it any way. I mean like some readers don't
05:07even use an underscore, they just color the text differently, or they put a
05:10highlighting behind it.
05:11So it's something that you need to experiment with.
05:13The span character style override 1;
05:16this is actually a little bug that I think is in InDesign, and this is being
05:20applied to the drop cap, right here, the drop cap.
05:25Normally an override means that you manually formatted something, but this is
05:28not manually formatted.
05:30This is actually coming from the drop cap style, and it's part of the nested
05:34style for this paragraph.
05:36Even if you selected the L, and hard applied drop cap on top of that, InDesign
05:43still creates this span character style override.
05:46You can see it here, surrounding the letter L.
05:48I don't know why it does that, and it might be something they will fix in a
05:51later patch, or a next version, but that's an excellent example of when you might
05:56want to edit the CSS yourself, and the HTML files.
06:00To clean up some of the mistaken notions that InDesign when it converts your
06:05styles to CSS styles.
06:07Especially if you are doing a series of books using the same set of styles, then
06:12you can make one really nice and clean, and then reuse that CSS file for all
06:17the other books so that you don't have to reinvent the wheel every time. And I
06:20will show you how to do that in a couple of minutes.
06:22Let's continue on our little trip.
06:24So here is the paragraph style called body-first.
06:30Click here, PARAGRAPH STYLES>body- first. And in body-first there is no indent,
06:38there is a drop cap, there is space before, and I think it's about -- well, of
06:43course we have all these other settings for font, and so on.
06:47Let's jump back to CSS.
06:51The addition of the word serif here just means that if the person doesn't have
06:54Chaparral Pro, then you would like the eReader to show this content with a serif
06:59font, whatever they have installed.
07:01We have a lot of entries here that really aren't necessary for the paragraph
07:05style such as font-weight: normal, font -style: normal, because that's usually
07:09assumed. And what InDesign does is it goes a little bit overboard in specifying
07:15all the attributes of the styles, which makes it difficult for the savvy CSS
07:20designer to employ the cascading nature of CSS.
07:25For example, if you understand the concept of character styles; that when you
07:28create a character style, like, let's look at hyperlink, you only specify one
07:33attribute that needs to be different from the base.
07:36So for hyperlink, we don't care what the font face is, or the size. We just
07:41care about the color.
07:44So this style called hyperlink is very flexible and can be applied throughout
07:48the document, regardless of the size, or font face, or anything like that. It'll
07:52always just go ahead and change the color of the type.
07:55It makes it very flexible.
07:57But if you had actually specified an attribute for each one of those settings,
08:01then it would be very difficult, and you have to have multiple character styles
08:04for drop cap large, drop cap body copy, drop cap caption, drop cap title, and so on.
08:10Unfortunately that's how InDesign writes all of its attributes for all of
08:13its paragraph styles.
08:14If this is a one-off job you can leave them as is, but if you're going to be
08:18reusing the CSS file, or you need to do some wholesale changes to the
08:23formatting throughout this EPUB, then you might as well take a few moments and clean this up.
08:27For example, text-decoration should always be none, so you don't need that; you
08:31can just delete that.
08:32It's specifying the color as black, that is the default, and so that doesn't
08:37need to be entered either.
08:40The font-size is perfectly fine, specified as 1em not really necessary, but it's
08:45okay to leave it as is.
08:46I brought up the concept of the em unit in an earlier video so that you
08:50understand what an em is.
08:53An em is the size of the default typeface.
08:55So like on an Apple iPad, in iBooks; the default type size is approximately 16
09:00pixels, which is about a 12-point type size.
09:03So what we are saying here is we want the size of the body-first paragraph style
09:09to be your default font size.
09:11If you wanted it slightly larger than what the default font size was for that
09:15reader, then you'd say 2em or 1.5em, and so on.
09:20That's how you modify these.
09:21You can sort of see it happening in other places here where the measures
09:25are fractions of an em.
09:26I will change this back to 1em.
09:29Then this setting, margin, is saying that for the paragraph body-first there
09:34should be 14 pixels above it, and then 0 to the right, 0 beneath, and 0 to the left.
09:41So whenever you see four measures in a row, think of it as the hands of a clock.
09:46Okay, so the first measure is always Noon, the next one is 3 o'clock, 6
09:51o'clock, 9 o'clock.
09:52So you can immediately tell this is 14 points above, but nowhere else.
09:56So now that you understand a little bit about what the template.css file
10:00does, let me inspire you.
10:02If you go to epubzengarden.com, you'll see a public experiment that lets you
10:11view the same content; the only thing different is different CSS files being
10:15applied to the content.
10:17So up here under Change the style, you could change it to say Contact.
10:22Give it a second, and you'll see different things appear.
10:25So, for example, if you want to see what the section opener looks like, or a
10:31chapter looks like, and then you switch to another CSS file, you will see what
10:37the same chapter looks like with a different CSS file.
10:41You can learn more about it if you click the About button. But if you wanted to
10:44see what is happening in this actual CSS file, it's pretty easy.
10:48Go to the View menu in whatever browser you are using, and look for View Source
10:53or Page Source, and then click the link to the CSS style.
10:58Now this one happens to be very well commented; everything with the slash, and the asterisk explains --
11:04the author here is explaining what these things are used for.
11:07So you can see content, the line-height is 1.4em.
11:10And like down here, H1, He is saying H1 is only used for the book title, and
11:17that the font-size is 3.5em, and then he is helpfully giving you the math: 16
11:22pixels times 3.5, is 56 pixels. That's the size he is after for the H1, for headlines.
11:29If you want to try and use this yourself you just Select All, Copy, and then
11:33Paste it into a text editor, like say TextWrangler.
11:36I am going to create a New document, and I will Paste it in, and Save this.
11:41I will Save it on my Desktop as, we'll call this anne.css.
11:47Make sure that the Encoding is UTF- 8, and then just Save it. All right!
11:51We will close that. To use your own CSS file in an EPUB --
11:58in InDesign, when you go to export the EPUB,
12:00we'll go out to the desktop, and you click Save.
12:04Down here under Contents, instead of having InDesign Generate the CSS, choose
12:09Use Existing CSS File, and then you find the CSS file that you want to use, and
12:16click Open, and OK, and now let's take a look at that.
12:21On the desktop here is the new SFHistory.epub.
12:26Let's open this right up in TextWrangler and you can see, well, if you are
12:30looking for anne.css, you are not going to find it, because InDesign changes
12:34the name back to template.css. But you can see it's all now been included in your EPUB.
12:39Now of course a lot of this is not going to work because you might not be using
12:42these classes or these styles, but you can work back and forth, and I think you
12:46can see how this can really make your EPUBS look really great.
12:50If you remember from a previous video when I showed how you can map a
12:53paragraph style to a tag; you could say, whenever body-first is used I want
12:57you to use whatever tag and class was in that custom CSS file, so that you
13:02export this and it comes up perfectly designed, and you don't have to do
13:06anything to the CSS file.
13:07So now you have gone through CSS 101 through advanced, and let's take a look at
13:12some specific things that you might want to edit in the CSS and XHTML files to
13:17make your EPUB the best it can be.
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Setting spacing in the file
00:00Now let's jump in and really start messing around with the CSS file to get some
00:04of the effects that we're after.
00:06In this video, I want to talk about setting spacing in between paragraphs, and
00:09spacing for first line indents, and those kind of things.
00:13So I have already extracted all the files from this EPUB, and in my OEBPS
00:19folder I've opened up template.css, and SFHistory-1 in TextWrangler behind
00:26here. Because we're going to edit the CSS, and preview what the file looks like in Safari.
00:32So if I right-click on that first HTML file and I choose Open With, I'm going to
00:37open it up in Safari.
00:39So here is what that file looks like right now.
00:42Now why am I previewing in Safari?
00:44Well, because TextWrangler can't show us a live preview of the HTML file;
00:49you have to jump to a browser.
00:51And I'm jumping to Safari because both Safari and Apple iBooks use the
00:57same rendering engine.
00:59So it's actually the closest you can get on a Mac or PC to a preview of what
01:04something will look like on the iPad as an EPUB; to look at it in Safari.
01:08And it's actually not going to be this wide, so you might want to
01:11actually reduce the size.
01:12So right now this is what this EPUB will look like, more or less, not 100%
01:17but about 85% or 90%.
01:19Now if you're using Dreamweaver, then you can edit the HTML and CSS in
01:24Dreamweaver, and then switch over to Design view to see what it's going to look like.
01:28However, I do not think that Dreamweaver uses the WebKit rendering engine. I'm
01:33not sure, so you might end up previewing in Safari there as well.
01:36But if you're not really trying to proof this for an iPad specifically, then the
01:42Dreamweaver preview is perfectly fine.
01:44Both Sigil and oXygen Author will also give you previews of the EPUB, and let you
01:50edit the code and preview the design in the same window.
01:54But I'm kind of in a TextWrangler groove, so that's what we're going to stay with.
01:58All right!
01:59So I'm looking at this file and the first thing that hits me is the amount of
02:03spacing in between these paragraphs.
02:04I don't know why there is that amount of spacing;
02:07I didn't want it to be there. That's not what my InDesign file looks like.
02:10And I know at some point when I was previewing this in Digital Editions, I
02:14didn't have that amount of space.
02:16So why would that happen?
02:17Well, I could tell you why.
02:18Let's take a look at my CSS file.
02:21I was a little overvigilant in paring out the unnecessary attributes for my CSS styles.
02:27As I mentioned in an earlier video, InDesign goes a little overboard in spec'ing
02:31things, and I was getting rid of some of the paragraph style attributes that I
02:35didn't think were necessary.
02:36But what controls the amount of spacing in between paragraphs is margin.
02:41So you see here under Subhead I have a margin setting of 24 pixels;
02:47that means above. So 24 px, 0, and then 3 pixels underneath, and 0 to the left.
02:54So margin settings, if you see four of them, they go around like the hands of a
02:57clock is how I remember them.
02:59The first measure is 12 o'clock; straight up. Second measure is 3 o'clock, to the
03:03right, so the amount of spacing on the right side of the element.
03:06The next one is 6 o'clock, so the amount of spacing underneath or below, and
03:11then 9 o'clock to the left.
03:14That is how I know this is 24 above and 3 below, nothing to the left or right.
03:17But I don't have any margin settings for my other paragraph styles
03:21because, other than inline-caption, because I got rid of them; I didn't
03:23think they were necessary.
03:26Well, if you don't have a setting of margin, then as you probably already
03:31know, Web browsers will automatically add what looks like an empty carriage
03:35return in between paragraphs; this thing.
03:38So if you really want these to be kiss fit next to each other, you have to set a
03:42margin below of 0 pixels.
03:45So let's go ahead and do that.
03:47All we need to do is, first of all, figure out which paragraph styles that
03:51should be applied to.
03:52So I'm going to peek at SFHistory. html to see, what are the styles?
03:58So its body that I need to edit, and body-no-indent.
04:01Yeah, those are the major ones. So let's come back here, find body, and hit
04:09Return, type margin : 0px;
04:11Now you are probably thinking why don't you do 0 pixels, 0 pixels, 0 pixels, and
04:21so on? Because with CSS, if you just set up one measure, then it's assumed that
04:26that's what all four measures should be.
04:28The only time that you really need to specify four different measures is when
04:32one of them is different.
04:33Always remember to end with a semicolon, and let's do the same thing to body-no-indent.
04:38Hit Return, you can just copy and paste too; I guess you can do that, and
04:45then save the changes.
04:50Let's go back to Safari and refresh. Yeah!
04:53We fixed it.
04:55So remember, that CSS file affects all of the HTML files in this EPUB.
05:01So I really just need to preview one of them as I'm editing the CSS knowing that
05:05all the other ones will be affected in the same way.
05:07Now let's look at first line indents.
05:11You can see in this file that the body paragraphs have a small first line
05:16indent, but the first paragraph does not, and I'd like it to.
05:19So I believe that that was body-first, let me doublecheck in my HTML file.
05:24No, it was body-no-indent.
05:25A lot of browsers, like especially Firefox, have add-ins where you could
05:31actually see what is the CSS that is affecting the different paragraphs that
05:36you're looking at in a Web site or in any HTML file. So that would be very
05:40useful, but I don't have anything
05:41like that installed on this computer, so instead we have to keep checking what
05:44are the codes in the actual HTML file.
05:47So what I want to do is add a first line indent to the style
05:50called body-no-indent.
05:51Stop it, don't yell at me.
05:56Okay, body-no-indent. Now how do you actually say first line indent?
05:58It's called text-indent, so you can see in the paragraph style body,
06:02text-indent : 12 pixels.
06:05You could also specify this in ems if you wanted to.
06:08Let's come up here.
06:09In some cases it makes a difference what order you add attributes in, but not for text-indent.
06:13Oh, look, it's already there;
06:15I didn't even realize.
06:16text-indent was set at 0, so let's change this to 12.
06:20Let's go crazy, actually, and change them both to 24.
06:24It's free, it's legal, 24. And save; I'm pressing Command+S or Control+S; well
06:30Command+S since TextWrangler isn't available on the PC.
06:33Go to Safari and refresh. Aaah!
06:36There you go!
06:36So to add spacing in between paragraphs, you'd have to remember to set a margin
06:44and to add first line indents. Remember to set a text-indent in your CSS files.
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Creating drop caps
00:00We're looking at a preview of one of the files in our SFHistory book that I have
00:05opened up in Safari, and what we're focusing on this video is the drop cap.
00:10You know, this is how InDesign exported the drop cap without any editing to
00:15the CSS file at all.
00:17It does a much better job than it ever did in previous versions.
00:20It's actually not maintaining the number of lines;
00:22let me put it the other way.
00:23It's actually maintaining the multiple of the default font size.
00:28So if the user makes the default font size smaller in their eReader, then this
00:33will also be reduced in size.
00:35It's also maintaining the float property, which makes the text wrap to the right,
00:40and some margin settings.
00:42Let's take a look at exactly where that is in our HTML and CSS file, and any
00:47tweaks that you might want to do to it.
00:49So I have both of these files open in TextWrangler.
00:53The drop cap is actually being styled with this crazy name: span.char-style-,
00:57character style, override-1. Such a pain.
01:01As I mentioned in a previous video, I believe it's a bug in CS5.5. Even if
01:05you apply the style called drop cap to the drop cap, because this is being
01:10applied as part of a paragraph style, but even if you go ahead and manually apply
01:14the drop cap style, it does not come through. And you could change this to
01:19drop cap, you, know, if it bugs you. You then have to remember to change it in every
01:25HTML file where that style is used.
01:28So you have to change this to drop cap as well, and you could do that with
01:32a batch Find/Change.
01:33But as soon as you try another version, like, let's say that you save this as a
01:38CSS file that you're going to attach to other EPUBS as you export them from
01:43InDesign, it's just going to ignore it, because for some reason it's not
01:47capable of exporting span style called drop cap, so you're still going to have
01:50to do the Find/Change.
01:51So let's just accept it and move on.
01:55You can see that this class is applied only to the letter L, and so then it
02:00closes the tag for span class.
02:03The paragraph itself is styled with the paragraph class style "body-first".
02:08So if you want to edit how your drop caps look in the EPUB without having to do
02:14that in InDesign and re-export, you need to first figure out what is the style,
02:18the class, that is affecting your drop caps.
02:21And we know that it's character-style- override-1, because you might have a bunch
02:24of character style overrides in your CSS file.
02:26So figure that out first.
02:28Then in your CSS file, find that matching style, and let's take a look at it.
02:33The font size is a multiple of an em, right here it's 4.846, to be exact, of an
02:39em. And em is the default font size for that eReader; 1em is the default font
02:45size, which for most eReaders is 16 pixels.
02:48So this is 4.8x16 pixels, so in other words, it's a big letter. Float:
02:53left is what causes the text to wrap around the right edge of the letter,
02:58otherwise it will just completely overlap if this was not in here.
03:01The line-height makes no sense really for this style. The line-height is like leading.
03:06So if you did a bunch of drop caps in a row, they'd be separated by a line-height of 1.
03:11This is more important: margin-top, right, and bottom; is that it's adding some
03:15spacing around that drop cap. Let's jump back to Safari.
03:20So it's adding, you know, this is margin- right, margin-bottom, margin above.
03:25Then font-weight; this one is bold. And color; that's the color orange.
03:29So of course, you can easily choose these.
03:30If we wanted to make an Italic drop cap, we ccould change this to Italic.
03:34Most of the time when I am editing drop caps, well, first of all I am doing
03:38editing the drop caps far less frequently with CS5.5, but I might just be
03:43tweaking the margins.
03:45So, for example, the margin right: if I would like the text to be pushed a
03:49little further away from the drop cap, then I might change this to, let's say,
03:54from .05 to .10, so I'll double the amount. And to see that, you need to Save
04:01your changes. And then get to Safari again, if you're following my method of
04:07previewing in Safari, and refresh. And you see it just moved over a little bit.
04:12Let's go back and Undo, I am just going to press Command+Z or Control+Z. This time
04:16let's change the font size.
04:18So if I change the font size to, say, 3em, maybe I think that's a little too big
04:22for a drop cap. And Save; jump back to Safari, refresh, that looks pretty good.
04:29If you change the font size too much, it will start to move up.
04:32You can see there it's moving up a little bit, and that's because of the negative
04:36measure for margin top.
04:39So you will need to start messing around with these. And in truth, I would not
04:43spend too much time editing a drop cap here, other than the incidental
04:47scooching things out, or changing the font size, it's just faster to change the
04:51drop cap settings in InDesign and export since CS5.5 does such a great job of
04:57exporting the specifications for drop caps, other than the style name in the
05:01resulting EPUB.
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Creating sidebars and pull quotes
00:00You can easily create pullquotes or callout boxes, whatever you would like to
00:04call them, in your EPUBs like this; a little tinkering with the CSS file.
00:10Now with the best of intentions I started out in InDesign by actually creating
00:15an anchored text frame.
00:17So this text frame is pasted into, or anchored within, the text flow of
00:22this parent text frame.
00:24And I've created paragraph styles for the contents.
00:27This one is called pullquote-body. This one is called pullquote-head. And I
00:32created an object style for the frame itself that I call pullquote.
00:37Then when I exported this to EPUB and previewed, it as we are previewing the
00:42individual HTML files here in Safari, this is how it came out, right? No, unfortunately.
00:48It would be great if it did; maybe next version.
00:51Actually it comes out like this.
00:54So a lot of what we saved was not retained.
00:57I would love to see, in the next version of the InDesign, of the ability to retain
01:02the specifications from the object style:
01:04the object style defined the stroke and defined the fill.
01:08Even that would be great but it did not.
01:10But it's actually not that difficult to do in the CSS file, and it helps if you
01:15did start with the anchored graphic and an object style.
01:18Let me show you why.
01:19We are going to jump over to TextWrangler where I've opened up the template that
01:24governs this CSS file and the HTML file that contains the pullquote.
01:29Let's look at that first actually.
01:31So I select that, let's make this bigger so we can see more.
01:34Here is the first paragraph, second paragraph, and now do you see this where it
01:40says div class="pullquote".
01:42So that was the name of the object style.
01:44When you apply an object style to a text frame, InDesign converts that to a div,
01:50to a division, and it sets it off with a div class opening tag and closing tag.
01:57So it does help to assign object styles to these things that you want to further
02:01finesse in the EPUB and the CSS files.
02:04Then we see the appropriate paragraph style applied to the first paragraph and
02:08to the body paragraph.
02:09So what we need to do is tell the EPUB what the pullquote at div class should look like.
02:16So you do that in template.css.
02:19Now the div classes will always be at the bottom; I have already scrolled down there.
02:23So you remember that the CSS files always start out with the same elements that
02:28InDesign adds to every CSS file, then your paragraph and character styles, and at
02:32the bottom any div styles.
02:35So this is the div for the basic text frame that always gets added, and here is
02:39the div for the pullquote.
02:41Both of these are just existing as names only. There are no attributes.
02:45So we need to add attributes to the div pullquote, which I'm going to do right now.
02:50Now you do not have to madly scramble and scribble down everything that
02:54I'm writing because I do have the sample in the exercise folder that has
02:58the finished CSS code.
03:01It's called after, okay. SFHistory-after. So you can find it there.
03:05But let's just take this step by step.
03:07First I am going to hit Return, and a Tab to indent.
03:10The first thing we are going to do is add a border.
03:13We want to add a border around our pullquote, and you need to define at least a
03:18border width, and a style, and then I would like to color as well.
03:21So we are going to say border-width is 1 pixel.
03:27And you will always have to remember to end up with the semicolon afterwards.
03:31When you preview, you are not seeing your CSS applied correctly, come back and I
03:35bet that you forgot to enter the semicolon, or you entered a colon instead or
03:39something like that.
03:40It happens to me all the time. Border-style;
03:41now if you look in any CSS reference book, or any of the CSS videos here on
03:48lynda.com, they talk about all the different styles that you have. There's dotted,
03:52and all kinds of fun things.
03:53I am just going to do solid. And that's solid.
03:56And a border-color; there's about 20 different colors that you can just add by
04:02name rather than Hex code.
04:04So I am just going to go ahead and say gray.
04:06That's what we have so far.
04:09Let's save this file, and locate where this one is.
04:14I want to make sure I don't get confused. And then we are going to preview this in Safari.
04:21So I will just drag and drop it onto my Safari icon.
04:23So here's what we have so far.
04:26We have our border, and it's gray and it's solid.
04:29We still need to add a few things.
04:31So let's come back here to template and we will add a margin area, because we
04:38want to sort of scooch that in a bit.
04:39So we will say margin;
04:41I would like, let's say, 2ems above it, and then 3 to the right, 2 underneath, and 2 to the left.
04:53Remember it's like the positions on a clock: 12, 3, 6 and 9. And that with
04:58a semicolon, Save it.
05:01Go back to Safari. Refresh.
05:04Getting better, right?
05:07Now I'm seeing an issue in that
05:09these things are butting up against the line too much.
05:11It's not butting up against the left and the right, because that was part of the
05:16paragraph style that got carried over to CSS.
05:19If we look at the paragraph style definition for like this body,
05:24pullquote-body, you can see that it's indented 1 pica on the left and the
05:29right. And that got translated to a 12- pixel margin up here in pullquote-body.
05:36So we don't have to worry about that.
05:37If the text was butting up left and right we would have to add more attributes
05:40to back it off a bit.
05:41Let's add some padding. Let's say 0.5em.
05:47Save that and see where we are. There see.
05:50So it's the padding that sort of gives it a little error.
05:52And now we just need to add a background color.
05:56And back here, background-color.
06:02I could type in red or black or white or any of the other regular names, but
06:06let's do an actual Hex code.
06:07You can go to any number of Web sites and say Hex code color chart, and quickly
06:12get that. But one of my favorite sneaky ways is, because I usually have Photoshop
06:16running in the background, I just click on the Color Picker, and then start
06:21moving around and finding a color that I like. Because notice it's got a cool
06:24little field down here where it gives you the Hex code.
06:28So let's do something: instead of blue,
06:29let's make it, let's make it, yeah pink. That's kind of cool. A dusty rose.
06:35All right!
06:35So I am going to select that and Copy it to the Clipboard.
06:39We will Paste it in with the hash tag first; end it with the semicolon, don't forget.
06:50Save. That's lovely!
06:53So we have the original one behind it. And now you can see what's really cool is
07:00that it will resize as the window resizes, because that's how the CSS is set up to
07:06work, which means that this will work in any number of eReader devices, and
07:10pretty simple to do.
07:11I really wish though that it would retain a lot more of the object style from
07:15InDesign so we don't actually have to type this in ourselves, but at least now
07:19you know how to do it.
Collapse this transcript
Setting text wrap rules
00:00What I'd like to see in my EPUB is this kind of affect; a little pullquote, or a
00:05sidebar if you will, on the left-hand side, and the text wraps around to the right.
00:12And the sidebar, of course, travels with text flow, which is normal for an EPUB.
00:20So what I have done in InDesign is, I have created a text frame that I filled
00:26with text and applied specific paragraph styles to; pullquote-body,
00:30pullquote-head. And then I anchored that text frame in the text flow with a
00:35custom anchor, and I applied text wrap to the frame as well.
00:39So it's pushing the text off to the right. And then for good measure, I made it
00:43into an object style called sidebar.
00:46So if you watched the previous video where I was demoing how to do a pullquote,
00:50these are essentially the same steps except for the part about creating a text wrap.
00:55Then I export it to EPUB, and then I've opened up, I have already expanded the
01:00EPUB, and I have opened up one of those HTML files, the one containing this frame,
01:04in Safari to preview it.
01:05And is this how it came out? No.
01:08This is after my edits to the CSS file.
01:11It came out looking like this.
01:14So it's the same issue; that unfortunately information from object styles does
01:18not get converted into the div styles that we need it to.
01:22However, it's very simple to add on your own, and if you watched the previous
01:25video where I showed how to do a pullquote, essentially it's the same thing
01:29except that you just add a couple more attributes to make it float to the left
01:35and resize. You see how it's getting wider and thinner in response to the window
01:41area that you have for the EPUB.
01:42Now this is something cool that InDesign cannot do, that CSS can do.
01:47So let's see how we create this.
01:49I am going to close both of these and we will jump over to the finder where I have
01:55both before and after, both.
01:56So before is what we are going to work on.
01:59You don't have to write down everything that I'm typing in because I have it for
02:01you in the exercise files; saved in the after files.
02:05So you expand your EPUB, or if you are doing it in an editor like say Sigil
02:11or Oxygen Author, then you can edit the CSS without expanding first. But I like
02:17TextWrangler, and I have it running, so I am going to open up both of these files:
02:19the CSS and the HTML containing that sidebar.
02:27Before we look at the CSS, let's jump to the HTML file.
02:33Down here, where you see div class=" sidebar leftFloat", this is what's setting
02:39apart our sidebar. And you only see this because you have applied an object style
02:45to an anchored frame.
02:46If you just anchor the frame, InDesign will create a fake class for you, an
02:52automatically generated one, and it will add leftFloat because you had text wrap to the right.
02:57Unfortunately the browsers are ignoring this way that it's declaring the CSS.
03:02So we have to fix that.
03:03Now even if you didn't apply any object style at all, you could always make any
03:08paragraph into its own floating pullquote or text wrap just by adding div class
03:14before and after that section, one paragraph or more paragraphs. And then you
03:19just need to add that div class to the CSS file, but because we already did, it's
03:23already in the CSS file.
03:24Anyway, what I want to do here is we are going to get rid of leftFloat,
03:27because we are just going to add the float attribute to the sidebar CSS, and
03:34why confuse the issue.
03:36Okay, so have that cleaned up. Then we go to the template.css, and remember that
03:41InDesign adds all div CSS to the bottom of the CSS file.
03:46So there is basic text frame and then there's our sidebar. That is the name
03:50for the object style.
03:51If you didn't do the object style you would see an automatically generated
03:53name for a div class.
03:55So here's what we want to do.
03:58We want to first of all specify the width of this div.
04:01We don't want it to take up 100% of the width of the screen, right? We want text to be
04:05able to wrap around it.
04:07So in this instance, I'm going to set a width, let me indent, set a width of
04:1230%. Then end it with a semicolon. And then we want to make the text wrap
04:19around to the left.
04:20So the way that you do that with CSS is you say that this item floats on the left.
04:25So, float: left.
04:28Then the rest of things that you enter are the same as what we did for pullquotes.
04:32So we are going to add a border- color, because I like border colors.
04:35We will do gray, and we will do a normal solid as well. We could say dotted, or
04:43striped, or something else.
04:45We are going to give it a width, because if you don't give it a width then it
04:48gives it a really ugly, thick border. So border-width:
04:501px. And then a margin.
04:56A margin is what pushes the text away from the wrap.
05:01So we don't need text pushed away on top, so I will just say 0.
05:04If you enter 0 you don't have to put in the measuring units, so you don't have to add an em.
05:08But I do want the text pushed off to the right. And remember this goes top,
05:11right, bottom, left. The four measures: 12 o'clock, 3 o'clock, 6, and 9.
05:17So 0, then to the right, we want 0.75em; 3/4 of the size of
05:23the typeface is pretty cool. And 0, and 0.
05:28Let's give it a background-color.
05:28Let's just say gray for now. We can choose different later. And then some padding
05:38to add some air between the text and the border, and we will say 0.5em. All right!
05:42So that was risky entering all the stuff without checking with every single step,
05:50but let's see what it looks like.
05:51So there is our HTML file.
05:57Make sure I get the right one, and then preview this in Safari because it's the
06:02closest thing you'll get to previewing in iBooks. It uses the same rendering engine.
06:07And you're like, hey, Where's your changes?
06:09That's because you have to refresh.
06:10If you're testing you have to refresh the browser view. It's remembering the
06:12last time we looked. There you go.
06:16So that's kind of working.
06:17I am not really a big fan of the gray background color but we can fix that in a second.
06:21You see how it resizes to 30% of the window width. I like that.
06:27Let's choose a different background color using my favorite method of jumping
06:31over to Photoshop, clicking the Color Picker, because it has a little Hex
06:34read-out, and we need a Hex number here.
06:37We did pink before;
06:39let's do an interesting greenish kind of color. That's good!
06:47Copy that, jump over to TextWrangler, and we are going to enter instead of gray
06:55we want this Hex color. There we go.
06:57Oops, not for the border color.
06:59Let me undo that; the background color.
07:06So let's Save these changes and preview in Safari.
07:09There; kind of cool!
07:11So to summarize, to make anything wrap in your EPUB you have to take the content
07:17that you want things to wrap around, and surround it with div tags: div class,
07:23equals, and then a closing div afterwards. And then in the CSS you have to define
07:30the attributes of that div class.
07:31And the two most critical ones for making things wrap are the width of the div;
07:38can't be 100% otherwise how can things wrap, it has to be less than that. And the
07:42fact that it's floating: you can say either left or right.
07:45Maybe one day our text wraps in InDesign will automatically convert to this, but
07:49until then it's pretty simple to do on our own.
Collapse this transcript
9. Converting EPUB Files to Other eBook Formats
Exploring the Kindle portal
00:00All of your hard work in getting a solid EPUB prepared is going to serve you
00:04in good stead when you want to convert that EPUB to the MOBI file required by Amazon Kindle.
00:12Amazon still does not support the EPUB on the Kindle Reader, but you can easily
00:17convert an EPUB to MOBI file.
00:19There's just a few gotchas that we'll be talking about in this chapter.
00:23Anytime anybody mentions that, hey, they thought they heard a rumor that Amazon
00:27was going to drop the MOBI format, and was going to start accepting EPUBS,
00:30everybody gets all excited. Because that's what we all want; EPUB is a standard,
00:34it's Open Source, but so far no luck.
00:36The thing is, in the land of eBook sales Amazon is still a 500-pound gorilla.
00:41So it is important to be able to get your EPUBS correctly converted to MOBI
00:47files. Amazon is responsible for at least 60-70% of all eBook sales, so it's a
00:54big market out there.
00:55Luckily, they take care of the publishers very well.
01:00If you just go to kdp.amazon.com you'll be at Kindle Direct Publishing.
01:06It's the portal for people who want to do their own publishing on the Amazon Kindle.
01:11You don't have to be a big publisher and have a corporate enterprise account.
01:15So, it's people like you and me, small to medium sized publishers, individual
01:19authors. Just come right to the site and then sign in with your Amazon account,
01:23or if you don't have one, create a new one.
01:25You might want to create a different one just for KDP.
01:27Very easy to get started with;
01:30you can read the Kindle Publishing Guide, visit the forums.
01:33Let's go ahead and click on Kindle Publishing Guide.
01:36Well, I already did, and it brings you to this page; Welcome to Kindle Direct Publishing!
01:40Lots of very easy to read and understand links on the left. And also they have a
01:45little link to a survey here just for InDesign users.
01:48Please take the survey,
01:50because it asks all about should we continue developing the InDesign plug-in?
01:54They have a plug-in that will let you export to the Kindle format directly from
01:58InDesign. Unfortunately, as of right now, it doesn't work with 5.5.
02:03The latest version came out in March of 2011, just about two months before 5.5
02:08was released, and if you watch my videos on CS5 and CS4, I show how convenient
02:15it is to use the Kindle plug-in with InDesign for those versions.
02:19Unfortunately we can't do it with 5.5.
02:21So please, take the survey, and let them know how important it is for them to
02:25continue developing the Kindle plug-in for InDesign.
02:29So of course, you're going to be exploring all this kind of information, and
02:32they have an excellent PDF that you can download with all sorts of publishing information.
02:36I will be talking more about that in the next video, but I want to point you to
02:40the Community page, which I've already queued up over here.
02:43There is an excellent set of forums, and one of them is for people who have
02:47formatting questions.
02:48So this is our little community right here, Forum:
02:51Formatting, with excellent discussions with a lot of views.
02:56Look at this one, Guidelines on creating the cover, TOC has had 18,000 views for
03:00that one topic alone, which is pretty interesting.
03:03But once you become a member of the forum, you can go ahead and post your own
03:06questions, and answer questions.
03:08It's got a very robust search engine, so this is probably stop number one in
03:13making sure that your EPUBS look the best once they're converted to MOBI.
03:17The other thing that you need to do while you're at the Kindle Direct
03:19Publishing portal is find your way to this page right here, and just about
03:24every page has links to it.
03:25This is like the mothership page. It has downloads for all the software that you
03:30will need to do the conversions.
03:31The first thing you want to download is KindleGen version 1.2; make sure and
03:35turn on I agree to terms of use.
03:38This is a program that actually runs in the command line of Windows, Linux,
03:43or Macintosh. And if you're familiar with running Terminal on the Macintosh, no problem.
03:48Even if you're not familiar with the command line, you still need to download it.
03:52It's required to do the kind of EPUB to MOBI conversions on your platform.
03:56Now, I am scrolling painfully past the part about the InDesign plug-in .92
04:01(Beta); this only works with CS5. And I tried anyway with CS5.5.
04:07After I'd followed all these instructions, I copied and pasted the plug-in and
04:11the scripts over to 5.5, and it just refused to load.
04:14Maybe by the time you see this, check back here and see; if it's past .92, give it a shot.
04:19But you definitely want to download the Kindle Previewer 1.61.
04:24This actually is a Previewer for MOBI files that will let you see, without owning
04:29a Kindle, what a MOBI file will look like on the various sizes of the Kindle
04:34devices: the small ones, the DX one.
04:37But better than that is that it runs KindleGen in the background.
04:40If you try to open up an EPUB as opposed to a MOBI, it will go ahead and start
04:45running this fun little program in the background, and KindleGen is what Amazon
04:50themselves run. Because you can actually upload an EPUB to Amazon, instead of a
04:55MOBI, and they will do the conversion on their end.
04:58They give you a little preview windows so you can see what it looks like. But I
05:01strongly recommend that you convert it yourself first on your own computer and
05:05preview it in Kindle Previewer, and ideally, on your own Kindle, so that you can
05:10upload a solid, beautifully designed Kindle version of your EPUB, rather than
05:15letting their computer do it.
05:17So if you're going to be publishing to the Kindle format, you definitely want to
05:21Bookmark Kindle Direct Publishing portal, and download and install that software.
Collapse this transcript
Preparing your EPUB file for Kindle conversion
00:00When you go to the Kindle portal for publishers, you can download a publishing
00:05guide for Kindle that explains all the parts of what a Kindle file needs to have,
00:11and what it cannot have.
00:12Unfortunately, I can't really go through that here on screen, because you need
00:15to register to see that, and we don't usually show that kind of stuff. We
00:19only show things that are publicly accessible without having to register. But I was
00:23able to read it, and I summarized some of the high points for you.
00:27So this is what you need to do with your InDesign file, and then with the
00:30EPUB that you export from there, to make sure that you get a very good EPUB
00:35to MOBI file conversion.
00:37We will be doing the actual conversion in the next video.
00:40So first of all, Amazon requires that all Kindle cover images be exactly 600px x 800px,
00:44and that they have to be a JPEG.
00:48Now like for iBooks, you can have all sorts of different dimensions as long as
00:52one dimension is at least 600 pixels.
00:55But this is the exact format for Kindle.
00:58So you might have to do two different covers.
01:01The EPUB that will be converted to a MOBI has to have a both kinds of tables of
01:06contents that we've been talking about.
01:08It has to have the navigational table of contents;
01:11that's the one you can open and close, like in the left of Adobe Digital Editions.
01:15The one that gets created automatically from InDesign if you specify a custom
01:20TOC, or if you export from a book, a collection documents, and that you can edit
01:26in the toc.ncx file. So that's the Navigational TOC.
01:30Then it also requires a content TOC: a page toward the beginning of your EPUB
01:37that is a linked table of contents, and you have to be able to link to that page
01:42that contains the TOCs.
01:43It can't be buried in the middle of a long file.
01:46It can't just be plain text, and it has to be linked to the actual chapters,
01:50which as you know InDesign can do, as long as you just generate
01:54the TOC and place it.
01:56But another requirement that I didn't put in here, is that it
01:58can't have page numbers.
02:00I already told you, you shouldn't enter page numbers, because it doesn't make
02:03any sense. But if it does have page numbers, the conversion will fail, so make
02:07sure there are no page numbers.
02:09Do you remember when I talked about the guide section that you need for iBooks,
02:13and that you also need for Kindle, at the bottom of the content.opf file?
02:17I will show you that in a second.
02:20But this is just a reminder that you need to have at least these two things in
02:24the Guide section for the Kindle file, otherwise the conversion will fail.
02:28You need to have a pointer showing where the cover is, or if the cover is in
02:32an HTML file with a JPEG inside there, it has to have a link to that. And you
02:37have to be able to link to the actual TOC in the document.
02:41Amazon also requires you to include the publication title, and the creator or
02:47the author, but the metadata tag is creator in the metadata, which again is in the content.opf.
02:53Now see, that's not a requirement to make a valid EPUB, but for Kindle it is a requirement.
02:58As far as formatting is concerned, all paragraph tags will automatically get a
03:03quarter inch first line indent.
03:06All paragraphs are fully justified, and if you want to give it a shot in
03:11overriding that, you can use CSS to do so.
03:14Joshua Tallent, who is probably one of the nation's premier experts in
03:18formatting for Kindle; he has been doing it forever.
03:21He says that the best way to do this is to do inline CSS.
03:24That means, in the HTML files themselves, to add at the beginning of every
03:29paragraph a bit of indent code, rather than having them link to the external CSS file.
03:34Another issue with CSS is that Kindles don't support the float command; the
03:39thing that let's you do the textwrap, and also let's you do drop caps.
03:43So if you do have that kind of code in your EPUBS, and you probably do if you
03:48use a drop cap, then you're going to get funky formatting. That won't cause it to
03:52fail conversion, but it will look strange in the final MOBI file.
03:57So you usually want to get rid of that in the InDesign file.
04:00One the other hand, any tags in the CSS file that starts with that @ symbol,
04:04those are not allowed, and that will cause that conversion to fail.
04:08So, for example, that new CS 5.5 feature of including the little @ tag to set
04:13page margins; you want to make sure that's turned off when you export to EPUB,
04:17or you need to delete it from the CSS file afterwards.
04:21See, in general, Kindles support a much smaller set of CSS tags and formatting
04:26than Apple iBookstore, or the NOOK; than the usual EPUB standard.
04:30That's another reason why a lot of us are hoping that Kindle moves to EPUB from MOBI.
04:35Now let's see with an actual InDesign document how we might get it ready for Kindle format.
04:41I have our friend SFHistory open here in InDesign 5.5. I think the best thing to
04:46do if you're going to be publishing the same book to both EPUB and to MOBI is
04:51to create two versions of your InDesign file.
04:54Because as I said, the EPUB format can support much more formatting, much more
04:59paragraph and character style formatting, than the MOBI can. And for the MOBI
05:04version of your file, you're going to want to strip out some of that extra
05:08formatting so that the end result doesn't give you any surprises.
05:13So we have here in InDesign file, and if I select the first page, you'll see
05:19that this has already been grouped, and it's going to be turned into a cover.
05:23Because when I export to EPUB -- let's just call it SFHistory -- I can choose to
05:30rasterize the first page, and InDesign will automatically list this first page as the cover.
05:37Alternatively, you could choose to use an existing image file and then link to a
05:43600 x 800 pixel cover image elsewhere.
05:46If you do that, get rid of this first page. Your first page here, then, should be
05:50the table of contents, because otherwise you're going to have two covers showing up.
05:54In fact, even if you do it this way, you're going to have two covers showing up,
05:58because the cover is part of the InDesign file.
06:02Now when you are looking at it, say in iBooks, sometimes that's what you want.
06:05You want to be able to open up the book and still see the cover on the left and
06:09table of contents on the right.
06:10It will look a little bit dumb in a MOBI file, though, to have the cover repeated
06:14after you start reading it, so that might be an instance of when you want to
06:18actually export this as a JPEG and then delete the first page.
06:22It won't harm it though, to keep it here, so I am just going to leave it here for now.
06:26You need a TOC that's linked, and I've already placed this in here. You can
06:30look at it in the story editor, and see that this is actually linked table of contents.
06:35Let me turn off dynamic spell check. I don't want to turn that on.
06:44Having images and captions and such is not a problem, but remember floats are not supported.
06:52So let me zoom in.
06:53We are going to get strange looking results if we keep this drop cap.
06:57So I would go to the paragraph style and Edit it so that it does not have a drop cap.
07:04We want to set this to 0 for both Lines and Characters.
07:10Links are okay to retain.
07:13So go through your document and look for any potential problem areas.
07:16I am looking to see if there's any other wraps. I thought I had another
07:19wrapping image; yeah.
07:20This one, because it doesn't support floats, we don't know what's going to happen.
07:25So I'm actually going to cut that out and put it back in here, and then I will
07:31just add it as an inline image.
07:32I will hold down the Shift key and drag that blue square, which brings it in here
07:41as an inline image.
07:42It's okay if it overlaps, because it's not going overlap once we export it.
07:47Everything else looks okay, so I am going to do a Save As and call this
07:52SFHistory-forKindle, so I don't get confused later on. And then I will
07:58export this to EPUB.
08:00So I press Command+E or Control+E and we are going to export it to the Desktop.
08:07Now as soon as I get to this dialog box, I remember that the Kindle requires two
08:12bits of metadata: both the publisher and the creator. And unfortunately, InDesign
08:18doesn't give us a feel for the creator;
08:20that is the author here.
08:21So I am going to Cancel out of here, and make a quick trip over to File Info,
08:28and then enter it here.
08:29It needs the Author, and the Document Title.
08:31So I will call this History of San Francisco by Anonymous. That's fine;
08:40I can leave all this as is.
08:42And now I will go ahead and export it to EPUB again. Publisher Entry; Acme Books.
08:50I will put in my ISBN. or just let InDesign generate its own number here.
08:56I will be talking about ISBN numbers in a different video.
09:02Unfortunately, there's no way to turn off the Book Margin option.
09:06So InDesign is always going to add to the bottom of the CSS file a little @ CSS command.
09:13And that we are going to have to remove in the file before we do the conversion.
09:18Under Image we can leave everything as is. And just FYI, there is no need to
09:23convert anything to grayscale when you're going to create an EPUB that will be
09:27converted for Kindle. Because remember that the Kindle software that runs on
09:31PCs and Macs, the Kindle Reader app sees everything in color. And in fact, the
09:36publishing guidelines for Kindle say, keep your images in color, keep them
09:39high-res, because they want those MOBI files to be able to be read by future
09:43devices, which hopefully will be supporting color and higher-res in the coming years.
09:48So don't dumb down your images just for the Kindle.
09:52Then in the Contents you definitely want to use the custom TOC Style to make
09:57your navigation table of contents, which is another requirement, and I'll go ahead
10:01and break up this document at that Paragraph Style, and we are going to have it
10:05Generate the CSS, and then click OK.
10:14So here's our book, and it roughly looks fine. We don't have the drop cap
10:18anymore; that's okay.
10:21We do have the linked table of contents. And now let's open this up in an EPUB
10:27editor, such as oXygen Author, or I can just bring us over to Springy, that's
10:34the little utility that let's you get inside in EPUB without extracting
10:38everything, and take a look at the CSS file.
10:41I will Edit that with TextWrangler.
10:47You want to remove the @page;
10:49you want to remove that because that will cause the conversion to fail.
10:53It works perfectly fine for other eReaders, but not for Kindle.
10:57If you're not using it within the document, this is just superfluous, but
11:01because Kindle doesn't support the float you might as well get rid of it.
11:09That's good, and we can close that, and Save it. And then Springy is saying, are
11:16you sure you want to override the file?
11:17Yes. And then in the content.opf file, you want to add that guide section.
11:26The guide section is at the very bottom. You need to add it manually after the spine.
11:31I have already done this to this SFHistory.epub file, so let's open that in
11:38Springy. And open up the content.opf file in TextWrangler, and here is the guide
11:49section at the bottom.
11:51You need a reference to the cover, and the cover, the name of the cover that
11:56InDesign automatically generated from that file, happened to be 464.png.
12:01It would be nice in a future version of InDesign for us to be able to specify
12:04the name for the cover.
12:06But I was able to discover that the PNG was that one just by looking at the
12:10contents of the file.
12:11Remember, everything is listed in the manifest, so as long as that PNG is listed
12:16in the manifest, then we are cool; and there it is.
12:20Then the other entry that you need to do for the guide is the link to the TOC
12:26with type= "toc", title= "Table of Contents". I talked about this when I talked
12:29about adding the Guide Section, and then with a link to it, and it's actually the
12:33very first HTML file that InDesign created is where the TOC is.
12:38And that's it; now I think that we have satisfied all the requirements of
12:41converting an EPUB to a MOBI file, and we will be doing that in the next video.
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Converting with KindleGen and Kindle Previewer
00:00Okay, so we have created a solid EPUB that is specifically for Kindle, and just
00:06to review, I want to quickly take a peek at it. We'll use oXygen Author to open
00:10up the archive, so we don't need to actually extract it.
00:16To make sure that in our CSS file we've removed the @page code that InDesign
00:22always adds, because Kindle doesn't allow that.
00:26And then in the content.opf file, I just want to check that we have added a
00:31title and creator, which we did, in the metadata. And then down here that we have
00:36our guides listed, and that they end correctly with a backslash. Excellent!
00:42Now we can close this and close out of Author.
00:46Now we need to convert this EPUB file to a MOBI file. Now you can use
00:51KindleGen, which is a command-line utility, or the better way is to use Kindle Previewer app.
00:57Kindle Previewer app will convert the EPUB to a MOBI file.
01:00So I'm going to go to Recent Items> Kindle Previewer. And from the Kindle
01:07Previewer app go to File and choose Open Book.
01:10Now normally you're looking for MOBI file, and that you're going to preview
01:13here. But if you choose an EPUB, like ours are on the Desktop, it will convert it.
01:19And here is when we have a drum roll; yeah, this is happy, except that there are warnings.
01:25We can always take a look at those warnings, and it's says that the Output File
01:28has been generated here, which is right there.
01:31If you click on the downward pointing arrows, it will show you every step that
01:35it went through as it was running KindleGen to convert the file.
01:39So it unpacked the EPUB file, and it made sure that it was adding all of the
01:43required metadata, and then it went through all of our HTML files.
01:48Apparently we had one bad hyperlink; I'm not sure what that was about.
01:52It built the table of contents; it didn't find a page map.
01:55I don't know if that makes any difference, I've never encountered problem with that.
01:59Then a whole bunch of scary MOBI stuff, and then that's it. It's done.
02:04It has some warnings,
02:05so I would probably go back and check to see what the bad link was, but the fact
02:10that it went ahead and converted it is always good news.
02:13So once it does a successful conversion, it will automatically open it. So we're
02:17looking at History of San Francisco, and if I click on this little icon, we'll
02:21see the actual cover.
02:23We happen to be looking at it in the default Kindle Previewer, but you could
02:27also look at it in any one of these other Kindle Devices. And then use the Arrow
02:33keys to move from page to page.
02:35There is our linked table of contents.
02:36There is the gold rush right there.
02:39Say, for example, you want to see Kindle for the iPhone, which I have, just
02:44choose that and then the window resizes itself, and suddenly you see things in color.
02:48Because remember, the Kindle app that runs on the iOS on the Mac and the PC
02:53shows everything in color. So definitely keep your EPUBS in color, even though
02:57they're going to be converted to MOBI.
02:58Now I would not stop here; in addition to fixing a hyperlink, I would go
03:03through page by page to make sure that my formatting looks good. And then I
03:06would also e-mail it to my Kindle, or side load onto my Kindle, to make sure it
03:11looks good there before uploading it to the Amazon Bookstore for sale.
03:15You can see that once you have a healthy EPUB that has had the necessary
03:19tweaks for the Kindle formatting
03:22it's pretty simple to convert that EPUB into a healthy MOBI file.
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Converting for other resellers
00:00Just like Amazon has its own set of publishing guidelines for the Kindle, other
00:05eBook 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 in previous video, and it
00:17has 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 an
00:27iTune's publisher, Apple publishes a very voluminous 60 or 80 page PDF with
00:33what's allowed and what's not allowed inside the EPUB beyond validation.
00:38For example, you have some ability to include different font faces, you can
00:42include some video and audio, and they have special specifications for the
00:46cover, that kind of thing.
00:48Now unfortunately, you cannot see those publishing guidelines until you
00:52actually join the program. It is free
00:54to join the program, and then you can get them and work with them. But because
00:58you have to join the program before you can see them, I can't really show them
01:00to you here on the screen.
01:01We'll be talking a little bit more about getting involved with the iBookstore as
01:06your own publisher in the next chapter.
01:08If you want to see publishing guidelines for other eReaders or sellers like the
01:13Sony Reader bookstore or the Kobo bookstore, unfortunately, they really want to
01:19work with large publishers only.
01:21If you have say less than 25 titles, then they want you to use an aggregator.
01:26And those aggregators very seldom take EPUB files.
01:29The only other big major vendor that is completely open to working with
01:34individual publishers is Barnes & Noble and the NOOK, which is a really cool
01:39little eReader that comes in many different sizes and form factors.
01:43And there are just a few different kinds of things that you might want to do to
01:47your EPUB before you upload it to the Barnes & Noble NOOK store.
01:51First of all, of course, you should download and install the NOOK reader for your platform.
01:58So, for example, you can install it on an iPad, you can install it on your
02:02phone, I like this NOOK for PC, and then Other Devices.
02:07So Mac users, we are Other Devices.
02:10If you click here, then you can download it for the Mac, and for the BlackBerry.
02:15Now it's not the same as the Kindle Previewer;
02:17you're not going to see what it would look like exactly on a NOOK. It's just
02:21more of a way to access the books that you purchase from the Barnes & Noble NOOK
02:26eBook store on these devices, because most of the books they sell have DRM,
02:32Digital Rights Management.
02:33So you can't just send them around willy-nilly and share them.
02:36But it is important that if you want to upload your EPUBS there, that you have
02:40some method of seeing what it's going to look like on a reader that at least
02:44shares some of the same code as the actually eReader device.
02:47If you follow the links to their PubIt! Bookstore; PubIt!
02:51is their special program for smaller publishers and authors to upload EPUBS.
02:59And they're very open, the Barnes & Noble people;
03:02if you come down here, you don't even have to register. You can learn more about the service.
03:09Especially, check this out: the Formatting Guide.
03:13You could click on ePub Formatting Guide, and download a very nice little PDF
03:17that gives you some information about if you want to format your EPUB for the
03:21NOOK readers, here's what we suggest.
03:23And basically if you have a valid EPUB already, they're good to go;
03:27they don't have any special requirements for the cover.
03:30But if you have a cover that's been called out separately like we just did
03:34for the Kindle, or like you might want to do for the iBookstore, it'll be fine with them.
03:39They do have a little bit of information,
03:41though, that I thought was interesting. Let me show you how we can edit an
03:44existing EPUB to better work with the NOOK.
03:48Apparently, the NOOK reader does not add page margin by itself around the
03:53edge of the screen.
03:54So the type runs directly into the edge of the metal surrounding the glass.
03:59So they recommend in their publisher guidelines that you add some page margin.
04:03Now as you know, InDesign does that automatically anyway, but we want to
04:07tweak it a little bit.
04:08I've opened up SFHistory.epub in oXygen Author, and I'm going to open up
04:14that template.css file.
04:16And up here under page, first of all, they recommend a different margin for the
04:21bottom than for the three sides, because at the bottom of the NOOK, there is a
04:25little user interface.
04:27They also recommend pixels instead of ems, for whatever reason;
04:31do what makes them happy.
04:32So what we want to say is margin-top should be 30 pixels, margin-left 30 pixels,
04:45margin-right 30 pixels, and margin-bottom just 20 pixels.
04:57As you can see, oXygen Author is not happy with margin-top, and that was because
05:06I had a semicolon instead of a colon.
05:08Now we're done. We can save this, and close the archive.
05:14So that's what you need to do, is any big reseller that you're going to try and
05:18distribute your EPUB to: go to their Web site, nose around, and see if they
05:22have publisher guidelines that give you specific instructions for their device
05:27and for their software.
05:28Now Barnes & Noble does have an application called NOOK; now that's the name of
05:33their reader. That's what I've installed here, And unfortunately though, it's not a way
05:36to preview what the EPUB is going to look like on a NOOK. They've improved it.
05:40So now it's more like a better way to read the books that you purchase from
05:45the NOOK bookstore.
05:46But you can go ahead and open up your EPUBS to make sure that at least they're
05:50readable by NOOK for Mac, or NOOK for Windows.
05:55One of the easiest ways to do that is just to drag and drop.
05:57So I'm going to come over here and drag and drop SFHistory.epub on to here,
06:03and it adds the file. There it is!
06:06And now it opens up and there's our lovely EPUB.
06:10But the best thing to do is actually to get a NOOK and then to sideload it on
06:13there so you can see what it's going to look like.
06:15Yay! It's reading our table of contents, and so on.
06:18So we've got the iPad, we've got the Kindle, and we've got the NOOK. And you
06:23need to do the same thing for any other kind of major eReader that you're going
06:26to be distributing your EPUBS onto, just to give them that extra bit of tweaking
06:31to make them look their best on that device.
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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 a 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 have, 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.
00:39But I know that there are a number of people watching this title who are
00:43independent authors or small publishers who maybe have never actually published
00:47a book on their own before, and it is important that you purchase your own ISBN,
00:53and assign them to your eBooks.
00:55Even if it doesn't have a print edition you need one for your eBook. Even if
00:59you're just going to be publishing it as a PDF. There is this whole
01:02international 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,
01:16this is where you purchase an ISBN from,. And this is actually a very good
01:20site, it's got some really good guidelines over here on the right that you can download.
01:24And then to actually get the ISBN you go over here and choose Buy an ISBN.
01:28If you just buy one at a time, it's not cheap. Especially if you're
01:32going to be selling your eBook for something like 2.99, or even 9.99, you need to
01:37sell quite a bit to get this.
01:39I would recommend that you buy at least a block of 10 if you can possibly afford
01:43it, because then they go way down in price. And if you create one for the Kindle, and
01:47one for an EPUB, and one for PDF, that's three different ISBNs right there.
01:52So you're 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'll be
02:00talking about in this chapter that requires you have your own ISBN is the Apple iBookstore.
02:06And even then, only if you decide to publish directly through them as an iTunes
02:11Connect publisher. You can also get books into the iBookstore by working with an
02:15aggregator which will be talking about in this chapter as well.
02:19But if you publish your books, say, through an Amazon Kindle bookstore it's optional.
02:24They can assign their own ISBN number. Same thing with the Barnes & Noble
02:27Nook; it's optional.
02:29They can assign their own ISBN number.
02:31Even if you decide to publish your eBook with the iBookstore using an
02:36aggregator, a lot of the aggregators, those third-party companies include the cost
02:40of an ISBN number. Because they are buying them, I guess, in blocks of a thousand.
02:44So it's not the same thing as copyright. Even if somebody assigns their own ISBN
02:50number to your book, you still own the copyright to the book, or however you're
02:53working out 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 that you purchase your ISBN numbers from.
03:11So you just choose a country from this dropdown list.
03:15Let's say I'm from Belgium, and I speak French, then it shows me where I should
03:20go, and the e-mail address, and the Web site.
03:23Ah, well, I understand that perfectly. But that's what you do
03:28is you go to the different individual countries.
03:30While I was nosing around this International ISBN Web site, I came upon this
03:35wonderful FAQ about Guidelines for the assignment of ISBNs to e-books.
03:40This is really good reading.
03:41For example, it's saying that if you publish an e-book that has DRM, Digital
03:46Rights Management, and then the exact same e- book, and exact same format that doesn't
03:50have DRM, you need to have two different ISBN numbers;
03:54one for each one. Because an ISBN conveys not just the exact edition, and
04:00publisher, and title of a book, 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: Guidelines for the assignment of ISBNs to e-books.
04:18So I'm hoping the ISBNs are not so much of a mystery anymore, and I think you
04:22should go get yourself one, or a dozen, or a few dozen.
Collapse this transcript
Getting your ebook into the Kindle Store, iBookstore, or NOOK Store
00:00The three major eBook resellers that currently welcome independent authors and
00:06small to midsized publishers to work directly with them are the Amazon Kindle
00:10Store, the Apple iBookstore, and the Barnes & Noble Nook Store.
00:16Now there are other eBook resellers of note like the Sony Reader store,
00:21which is very large, the Kobo book store. But they are more geared to working
00:26with larger established publishers who already have hardcovers 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 Web site looking for guidelines,
00:40they have a page up that tells you which aggregators to work with.
00:44They want you to be managed by a third-party;
00:46they don't want to deal with you directly. And I'll be talking about working
00:49with an aggregator later on in this chapter.
00:51But let's take a look at what's required out of becoming a direct reseller for
00:56each one of these vendors.
00:59For example, for the Amazon Kindle Store, you just need to go to this URL,
01:03kdp.amazon.com, and it's very simple to get started with.
01:09You just sign in with your Amazon account if you have one already, and if you
01:12don't, you can set one up on the fly.
01:15And then once you get in, then you are able to just upload your books through a
01:19very friendly portal.
01:21Now we're 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 and 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 let's say that you live outside of the
01:45US, you can still sell your books through the Kindle Book Store, but you are
01:49going to need something called an Individual Taxpayer Identification Number. And
01:54this is something that most of the other resellers will also require, and it's
01:57actually very simple to get.
01:59They have instructions, but I just wanted to kind of show you; I jumped over
02:02here really quickly.
02:03If you go to the IRS.gov and just look for Form, W-7 that is the form that you
02:09fill out. It's actually pretty simple; I actually downloaded it here.
02:13Kind of like the US W-9 form.
02:16And what they're going to do is they're just going to give you a nine-digit code
02:19that you can then enter during your applications for the Kindle Book Store, or
02:24the Apple iTunes iBookstore. And all they really want to know is where do you
02:28live, why do you need this, and are you who 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
02:38who've filled this out, because at first it was very offputting, and they
02:41said it's actually not that big of a deal, and they were able to get their ITIN
02:44number 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 forum;
02:58it's actually pretty robust.
02:59When you do have your EPUB ready, they'll take it in either EPUB, or MOBI format,
03:05or actually just about any other kind of format;
03:07HTML, DOC. But of course, what's great is that they'll take your EPUB format.
03:11They are going to ask for some metadata like the title, the description; you
03:16have up to 4000 characters to enter description;
03:19the author, the contributors, when it was published.
03:22An ISBN is optional;
03:24if you don't have an ISBN they'll assign one for you to use,
03:27just for the Kindle edition. And they want to know if it's public domain or if
03:31you have publication rights.
03:33It's just, like, a little check box. So you can actually put together something
03:36that's public domain on the Kindle Book Store.
03:39Then the royalty rates are pretty well known;
03:41it's 70% to you as the publisher, and they keep 30%.
03:45They actually do charge a little bit for downloads, so that if you have a huge
03:50book, it might be a few cents, that's going to be deducted.
03:54And, by the way, that 70% split, 70/30, is only for eBooks 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 is detailed in the terms and conditions in the pricing guidelines.
04:12I am just 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.
04:23They need your tax ID;
04:24they're going to pay you the royalties, by the way, by an electronic funds
04:27transfer, or by check.
04:30So this is actually important because I've talked with some other publishers who
04:32they really prefer working with Kindle because they are the only ones who don't
04:36require a US bank account.
04:38They'll be happy to send you a check.
04:39Of course, they say in fine print it will cost $8 per check. And then if you want
04:43to read the publishing guidelines PDF, I have seen it linked to publicly.
04:47So here is the URL, if you want to grab it, and it's just basically like how
04:51to set up your EPUB, or your HTML files, in order to make the best looking
04:55Kindle 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?
05:10And there's a link directly to the application.
05:12The application is done completely online;
05:14it's not onerous at all, and 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'll see a list of Apple approved aggregators.
05:38These are third-party companies who have been approved by Apple to take your
05:42EPUBs, and then get them unto the iBookstore. And you can click through to here.
05:46We are going to talk about aggregators in more detail later.
05:49But let's say that you actually do want to apply.
05:52So you click that Apply button.
05:54You're brought here to this page where it says, what kind of thing do you want to
05:57sell? And you choose Books, and click Continue. And then it tells you the
06:04technical requirements.
06:05And this, I know, is surprising to a lot of people, but technically, you have to
06:09have a Macintosh to publish on the iBookstore.
06:12Because in order to upload your EPUBs, and fill in all the metadata, it's an
06:17Apple Macintosh application.
06:18It's not something that you do online, which is how the Kindle handles it, and how
06:22Barnes & Noble, and a lot of the aggregators handle it.
06:25It's an actual stand-alone application that requires an Intel Mac; an operating
06:28system 10.5 or later. And I've talked with some publishers who are
06:33completely PC-based and they are like, we have to buy a Macintosh just to
06:36work 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;
06:47they will accept no other format, and it has to pass EPUB check;
06:51this is the EPUB validation 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 log in, and access what's called the iTunes Connect portal.
07:09It has links to reports, and you can download iBookstore EPUB templates, it has
07:13a publisher user guide PDF with sample EPUBs.
07:17It has lots of interesting EPUB and CSS coding information to, like, include fixed
07:23layouts in your EPUBs for the iBook application -- that was just announced this
07:26past week -- and multimedia;
07:29you can actually 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 unfortunately I
07:41can't share any of these URLs with you because they're all private.
07:44But they do have a similar, very generous kind of revenue sharing model as the Kindle.
07:50If 70% royalties for books. There is no 70% just in this one range, and then less
07:56in other ranges. It's just like how it is, if you are selling apps for the
08:00iPhone or something. Its 70% period.
08:03You can even set a price of zero if you want people to be able to download a free
08:07EPUB that you publish.
08:09The royalties that they pay out to you are paid by electronic fund transfer only.
08:13So it is required that you have a US bank account.
08:16Again, so if you are an international publisher then you might want to just use an aggregator.
08:21The other big reseller is the Barnes & Noble Nook Store, and it's really friendly
08:27and accommodating for independent authors and publishers.
08:30They, of course, have other programs for the big publishers. But for the vast
08:34number of people who are getting all into digital publishing of their own books,
08:38or they are small publishers who are converting their books to EPUB, this is a
08:43very nice little portal called PubIt!.
08:46All you need to do is log in down here to create an account, and you have to have
08:51a Barnes & Noble accounts.
08:52Again, it's just like an Amazon account, if you don't have one, you can
08:55create one on the fly.
08:56And the only thing different about applying for the Barnes & Noble reseller
08:59account is that they want your credit card number.
09:02Because, 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 --
09:10it's like a combination of the iTunes and the Amazon requirements in
09:14that an ISBN is optional;
09:17you don't have to purchase an ISBN, they can assign one for you.
09:19But 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. This is where you go to apply.
09:33You can only upload an EPUB format, again. And they have very nice guidelines for
09:37how to prep the EPUB for them, which I talked about in a previous video.
09:42And then their royalty break down; you get 65% royalties for books that are
09:46priced from 2.99 to 9.99, and otherwise it's 35% for things that are more
09:51expensive or 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 you're 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.
Collapse this transcript
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
00:13what are known as aggregators.
00:15And aggregators are, just like the name implies, they aggregate all of the mom
00:21and pop sort of publishers, and they systemize them, and manage them as a
00:26service to the large resellers.
00:30And they take a little cut, they 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 that aren't really
00:40into this. And they make it very easy for the large publishers, because the
00:46large publishers can rely on them for sending in quality product, and taking care of things.
00:50Doing all the tech support; that kind of stuff. So it's an option.
00:53In fact, an Apple's Web site if you apply for an iTunes account and they reject
00:59you, they will send you to this URL. Or even during the application process they
01:03are like, you know you might want to consider just using an aggregator.
01:07So this list here is what they will point you to, and it shows the different
01:11services that they are approved aggregators for the iBookstore supply.
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 a whole bunch of other names on here, and they are
01:35gone, and it is a mystery in the industry as to why. Like, for example, one of
01:41the biggest ones there was Lulu books, and there is still a way to use Lulu to
01:45get your books on the iPad. I'm going to show you that in a minute.
01:48So you're not really limited to only these Apple-approved aggregators as far as I know.
01:53And unfortunately, they are not that friendly to independent publishers who want
01:58to supply their own EPUBs.
01:59They are more for, like, an independent author, like Smashwords.
02:03Smashwords is a very cool company; they have been around for a while.
02:07You come to this beautiful Web page, How to Publish Ebooks in the Apple iPad
02:13iBookstore, and if you scroll down, you'll find this sentence over here that
02:18stopped me in my tracks:
02:20"Your book must be uploaded to Smashwords as a Microsoft Word .doc file.
02:24No, you cannot upload a PDF or EPUB or MOBI as your source file."
02:29What they do is they gave you this fantastic Microsoft Word template, and as
02:34long as you only apply the styles in the template, and use the fonts, and all the
02:39other instructions, then they take that Microsoft Word file, and they run it
02:44through the meatgrinder.
02:46So that is one of the aggregators which, is really not what we are interested in.
02:51If you go to one of the older aggregators, which as far as I know
02:54they're still working, like lulu.com; they're very well known for doing
02:58print on demand books.
03:00So you could send them a PDF, or even a Microsoft Word document, and choose
03:03different designs for the cover, and 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.
03:14And they only print as much as people order.
03:16So they have gotten into the digital publishing realm as well. In fact, they
03:20can be a big help in getting your books into the iBookstore.
03:23So this is what they offer:
03:24they include an ISBN, you don't have get an ISBN number.
03:27They do sales reporting, they do the document conversion to EPUB if you want,
03:32though they will accept an EPUB.
03:34But down here you will find out that as a publisher; if you have your own ISBN,
03:38you want a little bit more control; you have to have at least 25 titles good to
03:41go. Otherwise you got to come over here and use For Authors.
03:44But whether you are a author or publisher, the cost is the same.
03:49Lulu.com takes 20% 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, and stuff with the iBookstore with Apple.
04:04Then your account is with Lulu.com.
04:07And you find out how much money the royalties were coming in from the
04:10iBookstore, Lulu.com takes 20% automatically, and then sends you a check or does
04:15an 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 of that.
04:24So it's actually a pretty cool company.
04:26I just want to point out that there are many Ebook aggregators, and I think it's
04:30worth it to investigate this for little while, and check out what they offer.
04:35Like this company BiblioCore, these people are so nice. They are right upfront.
04:40I like the plain English language on their Web page about how does it work;
04:44how much is it cost.
04:46If you want to send them an eBook to get on the iBookstore, I'd have to be EPUB,
04:50have no unmanifested files, and that means -- I am sure you all know what the
04:54manifest is, it's part of the content.opf page, it lists all files that are
05:00in the EPUB. So you don't want to have any extra images, for example, that
05:03aren't listed in the manifest.
05:06It has to have an ISBN number and it has to be valid; it has to pass EPUB check, and so on.
05:11Now with these people, they don't charge a cut of the profits.
05:14What they do is they charge so much per year, and then less than that
05:17for successive years.
05:19Unfortunately, they don't say on their Web site they are not upfront with
05:22exactly how much they charge. They want you to submit an application.
05:27But I did talk with them and it's pretty decent.
05:31One that's similar to them is called BookBaby, and these people do say exactly
05:34how much 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
05:43them then it's, like, $19 a year, or $9 a year. You can find out more here.
05:48But what I like is that you can upload an EPUB, but they will also make it
05:52available for the Kindle, and the Nook, and the Sony Reader, so they're an
05:56aggregator for the Sony Reader bookstore. And they have a very nice ePublishing
06:00Guide that you might to download and learn some things from.
06:03So if you're considering going with an aggregator I think it's worth your time
06:06to investigate at least two or three of these companies.
06:09You want to make sure that they can take your EPUB file, and that they have a
06:13good track record of being honest and upfront with all the authors and
06:17publishers that they work with, that they are responsive to your inquiries, and
06:21that they've been around for a while.
Collapse this transcript
Selling from your own web site or ecommerce site
00:00There's 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 could always sell it on your own Web site.
00:13So create your EPUBS, and write up some instructions for people about how to
00:18read the EPUB, point them to some eReaders, or to Ibis reader or something like that.
00:24Sell 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 the screen.
00:32eSellerate is a Web site 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, and then you just link to
00:51the eSellerate site and create your own store.
00:54I will show you couple of examples in a bit.
00:56A competitor of 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
01:15so that when people purchase it they can download it from that site, that's what
01:18you are looking for.
01:20I did a search on Kagi and I found here is an example of somebody who's
01:23selling EPUBS using the Kagi store. Systems let you modify what the store
01:30looks like quite a bit, and really customize it, or you can even integrate it
01:33into your own Web site if you'd like, rather than sending somebody to an outside service.
01:38Here's another publisher that's using eSellerate: Take Control. And here's their
01:42Catalog. 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 book
01:55page, and we have lots of great information. And if we want to buy this, you
01:59click Buy Ebook, and it brings you to the eSellerate store page, where the
02:05purchaser can enter in their name and their credit card number, and then
02:08download the Ebook.
02:10In fact, on the blog that I co-host, indesignsecrets.com, we have a store here
02:15where we are reselling PDF Ebooks in Our eSellerate Store. So if you want to
02:19purchase this book, then you just find the link to purchase it, and it brings
02:26you right to our eSellerate store with the full description, and buttons to buy it, and so on.
02:30So once you have your EPUB ready, you are not beholden to these resellers. You
02:35can 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
02:41with, they 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.
Collapse this transcript
11. Keeping Up with the Field
Next steps
00:01Well, thank you so much for sticking through this.
00:04We tried to cover everything about EPUBs and Kindle Publishing as of today.
00:09We are at the very beginning of this digital publishing revolution.
00:13And I'm sure that, you know, a few months from now, there's going to be all
00:16sorts of new things that we can do with CSS, and EPUBs, and new tags that they
00:20support, and ways to sell these.
00:22So let me tell you about some more resources that will help you keep up to
00:27date with this field.
00:28So there is a good one called Creating a CSS Style Guide, Hands-On Training.
00:33And while you're working with Dreamweaver in the course, what you learn will
00:36apply to any kind of CSS that you are doing, not just Dreamweaver CSS.
00:40There is another course here called CSS Crash Course by SitePoint.
00:45And although it's a little old, I think it looks like a very accessible course
00:49for people who are not familiar with CSS at all.
00:52How to format text, what is a selector, what's inheritance; all that stuff, and
00:57it applies to EPUBs.
00:58Another course on lynda.com is from my friend Jim Maivald, who does this great
01:03video title on Publishing Workflows with XML.
01:06And XML is very closely associated with the EPUB format.
01:10All those files were XML files, and then of course, we are dealing with HTML files.
01:15So if you want to go a little bit further in setting up some sort of automated
01:19production that would result in EPUB, you would definitely want to start
01:23learning about XML and inDesign right here.
01:27Outside of lynda.com, here are some other places where you can keep up to date in this
01:31quickly changing field of ours.
01:33One of my favorite ones is on twitter.com.
01:36Now even if you don't Tweet, even if you don't have an account, you can go to
01:41search.twitter.com, and do a search for this hash tag: eproduction, eprdctn.
01:46The hash tag stands for eproduction, and it's what everybody is tweeting about
01:53when their tweet has to do with posting links having to do with creating EPUBs,
01:58they ask questions about Kindle books, and all sorts of stuff from the very
02:02geekiest, to simply just selling or working for a publishing company.
02:07You'll find that there is a lot of information about metadata, a lot of talk
02:11about ISBN numbers, and resellers. It's a wonderful place to get more
02:15information and to ask questions.
02:18And an online resource that I've mentioned a few times during the course of this
02:22title is mobileread.com.
02:25I've talked about their forums, and also their Wiki.
02:28Their wiki, if you remember, was the place where it listed every single eReader
02:31device, and the pixels, and the resolution.
02:34It's a volunteer organization that people just post all the information they
02:38can, and also the forums themselves are fantastic places.
02:42Whether you're simply a consumer of EPUBs, or you're an author, or especially
02:46though, if you keep going down here, if you want to learn about eBook software.
02:50So, for example, Calibre, which is a fantastic program for converting from one
02:54format to another, and that's also an eBook library manager; they do all of
02:59their tech support here.
03:00And so does Sigil, which I've mentioned a few times.
03:03EPUBReader is a Firefox add-on that I demoed.
03:07And then there's this whole section called E-Book Formats, with all these
03:10different formats that we've been talking about, and a place to ask your
03:14questions with other colleagues who are dealing with the exact same issues as you are.
03:18And they may have already figured out how to solve those problems.
03:22This is a fantastic resource, and I hope to see you there. That's mobileread.com.
03:28Now I know that I have mentioned a number of times this company
03:30Threepress Consulting.
03:32They are the people who have their Web site where you can upload your eBook for
03:36EPUB validation, and they also came up with the Ibis Reader; they developed it,
03:40the online eBook reader.
03:42They have a great blog, and Liza Daly, is one of the owners of
03:46Threepress Consulting.
03:47She's a luminary in the field, and this is the blog that I check daily.
03:52I want to see daily, what Daly is writing about.
03:54Okay, I crack myself up.
03:57Another blog that I always check is this one: PIGS, GOURDS AND WIKIS.
04:01Don't ask me why Liz called it that, but there it is.
04:05Liz Castro, wrote a book called EPUB, Straight to the Point, which is all about
04:10how to create EPUBs from Adobe inDesign and Microsoft Word.
04:13She's a coder, through and through.
04:16You know, she is well known for writing the HTML, XHTML, and CSS Visual QuickStart
04:21Guides, for Peachpit Press.
04:23She's got a really great blog where, when she discovers something new, she will
04:27write about it with really good captions, and sample files that you can download.
04:31Liz is a huge help and a huge asset to our industry; that's her blog,
04:35pigsgourdsandwikis.com.
04:37Finally, don't forget to keep up with me on inDesignSecrets.com.
04:42Where I try to write posts having to do with EPUB, and everything else having
04:45to do with InDesign.
04:47If you come to indesignsecrets.com, and you go to Blog Posts, you'll see that we
04:51have a section just for EPUBs, so check that out as well.
04:54So thanks again everybody, and I hope to see you again soon.
Collapse this transcript


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