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Creating Ebooks with InDesign CS4 or CS5

Creating Ebooks with InDesign CS4 or CS5

with Gabriel Powell

 


Expert trainer Gabriel Powell takes you through every step in the process of creating an ebook, from setting up the Adobe InDesign document to exporting an EPUB file that can be read on a computer, smartphone, Apple iPad, or Sony Reader. Plus, learn how to edit an ebook, customize its navigation, and create scalable images, as well as how to validate an EPUB file to ensure that it's error-free and fully compliant with the EPUB specification.
Topics include:
  • Exporting an EPUB file from InDesign CS4 or CS5
  • What's inside an EPUB file?
  • Editing an EPUB file in Mac OS X or Windows
  • Laying out pages
  • Working with text
  • Exporting graphics
  • Creating a table of contents or navigation guide
  • Inserting metadata
  • Creating scalable images
  • Validating an EPUB file

show more

author
Gabriel Powell
subject
Design, Ebooks, video2brain
software
InDesign CS4, CS5
level
Intermediate
duration
5h 47m
released
Jan 14, 2011

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Introduction
Welcome
00:00 (MUSIC).
00:04 Hello, my name is Gabriel Powell, and I'm going to be your host in this video
00:07 training workshop. As an Adobe Certified Instructor and a
00:11 passionate user of InDesign, it's my pleasure to introduce you to the world of eBooks.
00:17 And teach you how to create an eBook that can be read on a computer, a smartphone
00:20 or a dedicated eBook reader such as the Apple iPad or even a Sony Reader.
00:27 I'll first show you what an eBook is and give you an overview of the entire eBook
00:31 production process. I'll walk you through each step of the
00:36 way from properly setting up an InDesign document, to exporting the EPUB file.
00:43 You'll also learn how to crack open an eBook and make even further adjustments
00:46 to it as needed. Each chapter in this series is designed
00:50 to take you through the process from start to finish.
00:54 So, I recommend that you watch each video once all the way through, and then go
00:57 back and watch specific videos when you need a review.
01:03 You can use the project files included with this video to practice everything
01:06 your learning. So, lets get started and let me show you
01:09 just how fun and creative it is to create eBooks with InDesign.
01:13
Collapse this transcript
1. Getting Started
What is an ebook?
00:02 In this lesson I'm going to introduce you to the exciting world of eBooks.
00:06 Not too long ago the notion of downloading a paperless book from a
00:10 website and reading it on a small hand held device was just a dream.
00:15 But now that thousands of eBooks are being downloaded every day, what once was
00:19 a dream is now a reality. In fact, the publishing industry has
00:24 experienced such a dramatic change as a result of the exploding eBook market,
00:27 that you could easily say that we are at the beginning of a publishing revolution.
00:34 So what exactly is an eBook? The term eBook is short for electronic book.
00:40 It's the digital equivalent of a traditional printed book.
00:44 Now when I say eBook, I'm not actually referring to a PDF file.
00:48 The standard PDF format is certainly widely used for eBooks, but within the
00:53 past couple of years, a new and widely accepted eBook format has emerged, called EPUB.
00:59 EPUB stands for electronic publication. The EPUB format is a free, open eBook
01:04 standard that was developed by the International Digital Publishing Forum,
01:09 which is the trade and standards association for the digital publishing industry.
01:16 For more information about them, check out their website at idpf.org.
01:22 There are several other eBook formats in use today as well such as the AZW or MOBI
01:26 formats, which can be read on an Amazon Kindle.
01:31 The Mobipocket format is based on the open eBook standard, which is actually
01:35 the same standard that the EPUB format is based on.
01:40 It's even possible to convert an EPUB file to a MOBI file, so that the same
01:43 eBook can be read on the Kindle. So I actually recommend that you first
01:48 create an EPUB file, and then convert it to other formats as necessary.
01:53 The PDB format can be read using the eReader program, which is available on
01:58 various smart phones, such as the iPhone, Android phones, Blackberry phones, and
02:03 Windows Mobile phones. Now these are perhaps the most widely
02:09 used formats. There are actually other formats, but
02:12 they're not as popular. Even though there are several eBook
02:16 formats available, the EPUB format has emerged as the most prominent format in
02:20 use today, most likely because it's an open standard.
02:25 In fact, when you export an eBook from Adobe InDesign, it's exported as an EPUB file.
02:30 An eBook in the EPUB format can be opened and read on many of the most popular
02:34 eBook readers today such as the Apple iPad, the Sony Reader and the Barnes and
02:38 Noble Nook. All right, now that you understand what
02:43 an eBook is, let's talk about some of the advantages that eBooks have over
02:47 traditional printed books. There are three main advantages.
02:52 First of all, eBooks are accessible. They can be quickly downloaded to your
02:58 computer or directly to you eBook reader so that you can begin reading right away.
03:03 You don't have to drive to the book store, or wait for a book to be shipped
03:06 to you. And since an eBook can be purchased,
03:09 downloaded and read immediately it is now cheaper and easier for publishers and
03:13 authors to distribute books, compared to printed publishing.
03:19 eBooks are also portable. Since they're electronic, you can easily
03:23 store hundreds or even thousands of eBooks on one reading device and take
03:27 them with you wherever you go. I frequently travel, and I like to carry
03:32 a lot of books with me. Now I don't have to worry about draggin
03:35 all that weight around any more, because I can easily load all of my favorite
03:38 books on my eBook reader. And third, eBooks are secure.
03:43 Since they're stored on a hard drive or memory stick, eBooks can be backed up, so
03:48 that you can recover them again later if your eBook reader is lost or damaged.
03:54 In fact, some distributors even let you download a new copy of the eBooks, that
03:57 you've already purchased. So these are the three main advantages
04:01 that eBooks have over traditional printed books.
04:05 But there are in fact even more benefits. Depending on the capabilities of the
04:09 eBook reading device you have. Here are just a few of them.
04:12 Most eBook readers provide a search feature that allows you to search for a
04:16 particular word or phrase and quickly find it without the need for an index.
04:22 In fact, it's not actually necessary to create and index for an eBook at all.
04:27 As if having a search function isn't enough, many eBook readers allow you to
04:31 highlight text, and add as many bookmarks as you like.
04:36 Then you can quickly jump to a highlighted word or a bookmarked page
04:39 with little effort. Some eBook readers even provide a
04:43 built-in dictionary. For example, on my iPad I can double tap
04:47 a word that I'm not familiar with and quickly look up its definition without
04:51 closing the book I'm reading. The Amazon Kindle offers a similar function.
04:57 And most dedicated eBook readers allow you to change the size of the font so
05:01 that you can read more comfortably. If you wear glasses for reading you won't
05:06 need them anymore when reading an eBook. Additionally, if you aren't satisfied
05:10 with the current font, many eBook readers even provide a menu of fonts to choose from.
05:16 And then there are different types of displays.
05:19 Some devices have a backlit display, such as the iPad.
05:24 You can easily read an eBook in low light or even total darkness that way.
05:28 And then, other reading devices have an E-ink display.
05:31 Such as the Sony Reader, the Amazon Kindle, and the Barnes & Noble Nook.
05:37 Although you need a light source to read a book on one of these devices.
05:40 The advantage of E-ink is that it imitates the look and readability of a
05:44 printed book. At the same time, reading devices with
05:49 E-ink displays, consume very little power.
05:53 The battery in my Kindle, easily last a week.
05:57 With all these benefits, it's no wonder, that eBook publishing is exploding.
06:01 It seems that a new eBook creator is being released every month.
06:05 And since more and more eBooks are being downloaded every day, it's now more
06:10 important than ever to learn how to create eBooks.
06:16
Collapse this transcript
Exporting an EPUB file from InDesign CS4
00:02 In this lesson, I'm going to walk you through the process of exporting an EPUB
00:05 file from InDesign CS4. In fact, it's really quite simple.
00:10 The most challenging aspect of ebook production is setting up an InDesign
00:14 document in such a way that it can be accurately converted to an EPUB file.
00:19 But once everything is set up, the export process is easy.
00:22 The publication I currently have open has already been set up properly.
00:26 So, all I need to do now is export the final EPUB file.
00:30 To export a single InDesign document, go up to the File menu and choose Export for
00:35 Digital Editions, specify a location for your EPUB file.
00:41 I'll just send mine to the desktop, and then click Save.
00:44 You're then presented with several export options.
00:47 Let's take a brief look at each of these, so that you get a good basic
00:50 understanding of the purpose of each option.
00:53 Notice that this dialog box, is divided into three catagories: general, images,
00:59 and contents. The general category contains several options.
01:04 If the document you're exporting contains metadata, and it definitely should, you
01:08 want to check the Include Document Metadata option.
01:12 This way, the metadata is exported to the EPUB file.
01:15 Metadata is information about the ebook such as the author's name, the title of
01:19 the book, and its copyright information. To add metadata to a document, go up to
01:25 the File menu and choose File Info. This document already contains all the
01:30 necessary metadata for an ebook. It contains the document title, the
01:34 author's name, a description, a couple of keywords and a copyright notice.
01:41 All right. I'll go ahead and go back to the Export
01:44 dialog box. So, just below the Include Document
01:47 Metadata option is a place to enter the publisher of your ebook.
01:52 This particular metadata field is not actually available in the File
01:56 Information dialog box, so you'll have to enter the publisher information here.
02:03 This next section in the dialog box contains three options, which let you
02:07 determine which text formatting is used as the basis for generating the style
02:11 sheets in the EPUB file. Define Styles as the default option.
02:17 You'll want to select this option if you've consistently applied paragraph and
02:21 character styles to all the text in your publication.
02:25 This option generally gives you the most consistent and reliable results, so I
02:29 highly recommend it above the other two choices.
02:32 Choose local formatting if your publication contains a lot of locally
02:36 formatted text, such as bold and italicized words, that are not formatted
02:40 with character styles. Now I've experimented with this option
02:45 quite a bit, and I've discovered that the results can be really consistent.
02:50 So I prefer to apply paragraph and character styles to all my text in order
02:54 to get the most reliable results. This third option style names only, will
02:59 generate and empty CSS file within the EPUB document.
03:03 You can then edit the EPUB file and define the style sheets yourself.
03:07 All right let's take a look at the options that you get in the bullets and
03:10 numbering section. There are two menus here.
03:14 Now if you've used InDesign's bullets and numbering feature to create automatic
03:18 bulleted or numbered lists, you definately want to consider the options
03:21 in these two menus. But if you've manually created your
03:26 bulleted and numbered lists, you can ignore these options all together.
03:31 So what if one of your document contains automatic bulleted or number lists, which
03:36 options would you specify. You would select Map To Unordered Lists
03:41 to convert the bulleted lists to HTML unordered lists, which are formatted with
03:45 the UL and LI tags. Or you can just choose to convert the
03:50 bullets to text. Now if you've used a fancy bullet
03:53 character such as a square or a triangle, you definitely want to choose Convert to Text.
03:59 Otherwise, that symbol might not appear correctly in the EPUB file.
04:03 And if your document contains automatic numbered lists, you can choose to map to
04:08 HTML ordered lists, HTML static ordered lists or, simply convert the numbered
04:12 lists to text. If your numbered lists use any other type
04:17 of numbering other than normal numbers, you definitely want to convert them to text.
04:23 That way that same numbering is preserved in your EPUB file.
04:27 Otherwise, you can just choose Map To Ordered Lists.
04:30 So let's take a look at this next option, Include Embeddable Fonts.
04:35 Now you want to select this option if you want to imbed all the fonts that you've
04:39 used in your InDesign document, into the EPUB file.
04:43 InDesign will only export open type fonts and most true type fonts, but post script
04:48 fonts are definitely not embedded. So if you've used post scrypt fonts, I
04:54 definitely wouldn't select this option. Also keep in mind that many ebook readers
04:59 don't actually support embedded fonts in EPUB files.
05:03 Some of them do but, most of them don't. The Sony reader for example will support
05:09 embedded fonts. Adobe Digital additions will as well.
05:12 In most cases I recommend just keeping this option turned off, unless you’re
05:17 developing an EPUB file specifically for a device that does support embedded fonts.
05:23 This next option is quite obvious. I definitely want to check it, because it
05:28 will allow me to view my ebook, immediately after exporting it.
05:32 All right. I'll go ahead and make sure Define Styles
05:35 is selected. And now let's take a look at the options
05:37 in the images category. All the option you see here, allow you to
05:41 specify how you want your images to be exported to the EPUB file.
05:45 InDesigns CS4 provides two choices for exporting images.
05:50 You can export the original messages, or you can export an optimized version of
05:54 the images. So, which option should you choose?
05:58 When producing a document in InDesign, you most likely use high resolution
06:02 images to create it. Now if you try to use the same images for
06:07 an ebook, they're definitely going to be too large.
06:10 And large images consume a lot of memory and they take longer to draw on screen.
06:15 So if an image is too large, you might even encounter problems with certain
06:19 ebook readers. Especially those ebook readers with
06:23 limited memroy and processing power. So if you choose Optimize from this Copy
06:28 Images menu, InDesign will automatically export an optimized versoin of each image.
06:34 The images are converted to RGB with a resolution of 72 pixels per inch, which
06:38 will display well on most ebook readers. And the file size of each image will be
06:44 small enough to avoid performance and memory issues.
06:48 Notice that when original is selected, all of the other options are ghosted out.
06:54 But when you select Optimized, you're provided with several options that allow
06:58 you to specify how you want your images exported.
07:01 Now, I typically leave these settings as is, except that I like to create higher
07:05 quality JPEG images. So I'll choose High from this Image
07:10 Quality menu. Alright.
07:12 Let's take a look at the content section of this dialog box.
07:16 This section contains really two main options.
07:19 You can determine the format for the EPUB content, and choose how to create the
07:23 table of contents for your ebook. InDesign CS4 can export the content of a
07:29 publication, in either the XHTML or DTBook format.
07:34 XHTML is the standard format for most ebooks, but you could use the DTBook
07:38 format when making content accessible to people with disabilities.
07:44 But it's really not compatible with all the different ebook readers out there, so
07:48 in most cases you are going to use the XHTML format.
07:51 Now every ebook should contain a table of contents, and in design CS4 can generate
07:55 one for you. Now I'm not referring to the traditional
07:59 table of contents that you would see at the beginning of a book.
08:03 I'm actually referring to a table of contents that is used as a navigation
08:07 guide in the ebook reader. It often appears as a menu in fact.
08:12 That way a reader can quickly jump to a particular section of the book, by just
08:15 going to the Table of Contents menu and clicking or tapping a particular section
08:19 or chapter to jump to it. So, here I can decide how I want that
08:24 table of contents created. Now if I don't check anything here, then
08:29 InDesign will automatically create the table of contents based on the name of
08:34 each document. So, I've created an InDesign TOC style.
08:38 If you've created a TOC style, InDesign will reference it if you check include
08:44 InDesign TOC entries. And then, I'll choose the TOC style that
08:49 I created. So, InDesign is going to reference this
08:53 TOC style and automatically generate the table of contents based on it.
08:58 Essentially it's going to reference paragraph styles, and wherever those
09:02 paragraph styles have been applied throughout the document.
09:06 InDesign is going to find all the text to which those paragraph styles have been
09:10 applied and copy the text to create the table of contents.
09:15 That's essentially how it works. Now since I'm using a TOC sytle to
09:18 generate the table of contents, I definitely want to make sure and select
09:22 Surpress Automatic Entries for Documents. Because what this does, is it keeps the
09:28 names of the documents from appearing in my table of contents.
09:33 So now I'm ready to export the final EPUB file, I'll just click Export and here in
09:36 a moment the EPUB file will be opened inside of Digital Editions.
09:42 And as you can see, I have a very simple eBook.
09:46 So, that's how you export a single document as an epub file but, what if you
09:49 have a book file. What if you're publication is made up of
09:53 individual InDesign documents which are combined together into a book file.
09:59 In that case you would want to export the EPUB file from the book itself.
10:03 I'll show you how that works. I'll go up to the File menu and choose Open.
10:08 I'll navigate to the book file that I have, which is in this folder.
10:12 As you can see there are quite a lot of InDesign documents that make up this book file.
10:17 So each section of this book is contained within individual InDesign documents.
10:22 So I've combined all of them together within a book file, and now I'd like to
10:25 export an EPUB file, that contains the entire publication.
10:30 To do that I'm going to go to the Book Panel menu and choose Export Book for
10:34 Digital Editions. I'll choose a location for the EPUB file,
10:39 click Save and I'm presented with the same export options we just looked at.
10:45 So after clicking Export, InDesign will process all of the documents in the book
10:49 file and create one EPUB file that contains my entire publication.
10:55 So now you know how to export an EPUB file from Indesign CS4.
10:58 You might not have understood everything I talked about, but that's okay because
11:02 this really was just an overview of the exporting porcess.
11:06 We'll be looking at these options again in much greater detail throughout the
11:09 reast of this video training workshop. And you'll have plenty of opportunity to
11:14 put your new found skills into practice. There's just one last thing that I'd like
11:19 to mention. It's really important to make sure that
11:22 you're using the latest version of InDesign CS4, if you're going to export
11:26 EPUB files. If you're not using this version, you
11:30 need to go to the Help menu, and choose updates.
11:34 By using the latest version of InDesign, you can be sure that you'll get the best
11:37 EPUB export experience.
11:40
Collapse this transcript
Exporting an EPUB file from InDesign CS5
00:02 In this lesson I'm going to walk you through the process of exporting an ePub
00:06 file from InDesign CS5. Exporting and ePub file is actually quite easy.
00:11 The hardest part of eBook production is setting up and InDesign in such a way
00:15 that it can be successfully converted to an ePub file.
00:20 Once everything is setup though, the export process itself is simple.
00:24 It's just a matter of specifying the right options.
00:27 Now if you've already had some experience with exporting ePub files for an InDesign
00:32 CS4, you will find most of the export options in InDesign CS5 familiar.
00:37 There are however, several new options that make InDesign CS5 the ideal
00:42 application for creating eBooks. The publication I currently have open is
00:47 already been set up properly. So all I need to do now is export the
00:51 final ePub file. To export a single InDesign document, go
00:57 up to the File menu, choose Export For and then ePub.
01:02 Specify a location for your ePub file, I'll save mine to the desktop and then
01:06 click Save and then you're presented with several export options.
01:12 Let's take a brief look at each one of these options so that you get a good
01:15 understanding of the purpose of each of them.
01:18 Notice that this dialog box is divided into three categories.
01:23 General, Images and Contents. The General category contains a number of options.
01:29 If the document you're exporting contains metadata, you'll want to check the
01:33 Include Document Metadata option. This way the metadata is included in the
01:37 ePub file when you export it. Metadata is information about an eBook.
01:43 Such as the authors name, the title of the book, and its copyright information.
01:48 Now it's really important that all eBooks contain at least some metadata because
01:52 that's what makes an eBook searchable. To add metadata to a document, you need
01:57 to go to the File menu and choose File Info.
02:01 This opens up the File Information dialog box, and you want to enter at least the
02:06 document title, the author, a description, a couple of keywords and the
02:11 copyright notice. In fact, these five fields are the only
02:17 fields that are exported to an ePub file. All right let's go back to the ePub
02:22 Export dialog box. Just below the Include Metadata option,
02:28 is a place to enter your books publisher information and a unique identifier.
02:34 Since neither of these two fields are available in the File Information dialog
02:38 box, you'll have to enter this information here.
02:41 And what's the unique identifier for? This is the place to enter your eBook's
02:47 ISBN number. If you leave this field empty, InDesign
02:50 will automatically generate a unique identifier for you, which is most likely
02:54 not the number you want to use. So if the eBook version of your
02:58 publication has an ISBN number, go ahead and enter it here.
03:02 For now I'll just leave it empty. This next set of options in the ordering
03:06 section lets you determine the reading order of the text and graphics in your eBook.
03:12 If you select Base on Page Layout which is the default selection, the reading
03:15 order is determined by the location of the text and graphics frames in your document.
03:22 By default, InDesign exports the content from left to right, and then from top down.
03:28 Now, this choice can sometimes cause unexpected results, especially if you're
03:32 exporting a complex layout such as a two-column layout, or a layout with a lot
03:36 of sidebar elements in the margins. So as an alternative you can select same
03:42 as XML structure instead. Before you can select this option though,
03:47 your document must contain content that's marked up with XML tags.
03:52 When you use this option, the reading order of the text and graphics will be
03:55 based on the order of the XML tags in InDesign structure pane.
04:01 This choice is really useful for converting complex layouts to an ePub
04:04 file because it allows you to control the reading order without having to modify
04:08 your original layout. This next section of the dialog box
04:13 contains two menus, one for controlling how bulleted lists are exported, and
04:17 another for determining how numbered lists are exported.
04:22 So if you've used InDesign's automatic bullets and numbering feature to create
04:26 bulleted and or numbered lists, you need to choose an option from these menus in
04:30 order to specify how you want your lists exported.
04:35 But if you've manually created your bulleted and numbered lists, these two
04:39 menus won't affect how they're exported. Now, if you have used InDesign's bullets
04:44 and numbering feature to create bulleted lists, select an option from this menu to
04:48 specify how to export them. Select Map to Unorder Lists to convert
04:54 the bulleted lists to HTML unordered lists which are formatted with UL, and LI tags.
05:02 Select Convert to Text to convert them to HTML paragraphs, which are formatted with
05:06 the regular ptag. And this option also converts any special
05:11 bullet characters to actual text. This way you can be sure, that their
05:16 preserved in the ePub file. And if you've used InDesign bullets and
05:20 numbering feature to create automatic numbered lists, you'll want to select an
05:25 option from this menu to specify how to export them.
05:29 Select Map to Ordered List to convert the numbered list to HTML ordered lists Which
05:33 are formatted with the OL, and LI tags. Select the Map to Static Ordered List
05:40 option in order to convert the numbered lists to HTML ordered lists, but also
05:44 assign a value attribute to each list item.
05:49 The actual values that are used are based on the current numbering of the lists in
05:53 the InDesign document. And finally, choose Convert to Text, in
05:57 order to convert the lists to HTML paragraphs, which again, use the basic ptag.
06:04 This option especially useful when your lists use a numbering systems other than
06:08 simple numbers and you want to preserve then in the ePub file.
06:13 This last option View Ebook after Exporting does exactly what it says.
06:17 So after exporting the ePub file, the eBook will automatically be opened up for
06:21 me so I don't have to locate it. Double-click it just to open it up.
06:26 All right, let's take a look at the options in the Images category now.
06:30 All the options you see here allow you to specify exactly how you want your images
06:34 to be exported to the ePub file. Now, if you already have experience with
06:40 exporting ePub files from InDesign CS4, you'll notice that this section of the
06:44 dialog box contains the same options. Except that there is no longer an option
06:49 for exporting the original images. Instead, InDesign CS5 automatically
06:54 exports an optimized version of each image, that displays well on most eBook readers.
07:00 And the images are small enough to avoid performance issues.
07:04 InDesign automatically converts all of your images to the RGB color mode and
07:09 their resolution is changed to 72 pixels per inch.
07:13 Now I typically leave these settings as is, except that I like to create higher
07:17 quality JPEG images, so I'll choose High from the Image Quality menu.
07:24 With that said, let's take a look at the Contents section of this dialog box.
07:28 Now this section contains quite a few options, but notice they are grouped
07:32 together into three main categories. One category that allows you to choose
07:37 the format for the ePub content. Another that allows you to determine how
07:42 the Table of Contents and ePub file is created.
07:46 And then one more that lets you determine how the CSS files in an ePub file are generated.
07:53 Starting from the top, InDesign CS5 can export the ePub content in either the
07:57 XHTML or DT book format. The DT book format is using for making
08:01 content accessible to people with disability but it's really not compatible
08:06 with all the eBook readers out there. So I tend to create eBooks that are based
08:12 the XHTML format that way I can be sure that my ePub files can be read on all the
08:16 different eBook reading devices. The Table of Content section allows you
08:22 to determine how the Table of Contents in your eBook is generated.
08:27 It's important that every eBook contain a table of contents because it makes your
08:31 eBook easier to navigate. Now the type of table of contents that
08:35 I'm referring to, is not the traditional table of contents that you see at the
08:39 beginning of a book. I'm actually referring to a Navigation
08:44 menu in the eBook reader. InDesign will automatically generate that
08:48 type of table of contents for you. Now, if you just leave these options
08:53 deselected and export an ePub file, InDesign is going to create a table of
08:57 contents anyway. But it's going to base the table of
09:01 contents entries on the names of your InDesign documents.
09:06 I really don't want to see that. So rather than base the table of contents
09:10 on the document names, I'd like to base the table of contents on an InDesign TOC style.
09:17 So it's important that you first setup a TOC style and then you can include it by
09:22 selecting Include InDesign TOC entries and selecting the TOC style that you've
09:26 created from this menu. The TOC style is used to reference
09:33 specific paragraphs to which very specific paragraph styles have been
09:37 applied InDesign will look for wherever that paragraph style is applied and copy
09:41 that text and make table of contents entries out of it.
09:47 That's essentially how it works. This next option here is quite important.
09:51 I want to select it, Suppress Automatic Entries for Documents, because it'll
09:55 prevent the InDesign document names themselves from appearing in my generated
09:58 table of contents. This next option used first level entries
10:04 as chapter breaks is especially important to use if all the content for your eBook
10:08 is contained within a single InDesign document.
10:13 With this option selected, inDesign will automatically create a separate XHTML
10:17 file for each chapter in your document. This is quite important because pages
10:22 load considerably faster in an eBook reading device when an ePub file is made
10:27 up of multiple XHTML files. So in other words, when you select this
10:32 option, InDesign references the TOC style you've set up in order to determine which
10:36 style has been specified as a first level entry.
10:41 So let's say that the paragraph style you've applied to all your chapter
10:44 headings is called Chapter Head, and this style has been defined as a first-level
10:48 entry in your TOC style. When InDesign exports the ePub file, a
10:54 new XHTML file will be created each time InDesign encounters a paragraph that's
10:58 formatted with the Chapter Head paragraph style.
11:03 Alright. This last category, CSS options allows
11:06 you to determine which text formatting is used as the basis for generating the
11:11 style sheets in the ePub file. Now, this option in important because it
11:16 determines how your text is formatted in the ePub file.
11:20 Notice that there are three main options. Generate CSS, Style Names Only and Use
11:25 Existing CSS file. You can choose to use your own CSS file
11:30 by selecting this option. So if you're already familiar with CSS,
11:34 you might prefer to create your own CSS file and use it to format the text in
11:38 your eBook instead of having InDesign create a CSS file for you.
11:45 If you choose Style Names Only, InDesign will generate a CSS file with empty styles.
11:51 You can then open the ePub file and define the style sheets yourself.
11:55 Now, if you want InDesign to generate a CSS file for you, choose Generate CSS,
12:00 and then specify the sub options to determine how InDesign creates the CSS file.
12:08 If you've consistently applied paragraph and character styles to all the text in
12:12 your publication, you definitely want to select Include Style Definitions.
12:18 This option gives you the most consistent and reliable results.
12:22 Now if your document contains locally formatted text, such as bold and
12:26 italicized words, that were not formatted with character styles, you'll want to
12:30 select Preserve Local Overrides to make sure your bold and italic words are
12:33 preserved in the ePub file. And last of all, if you want to embed the
12:40 fonts that you've used into the ePub file select Include Embeddable Fonts.
12:46 Just keep in mind that InDesign only exports open type fonts in most true type
12:50 fonts but post script fonts are not embedded.
12:54 You should also be aware of the fact that many eBook readers don't support embedded fonts.
12:59 So if you are creating an eBook for a specific reading device the supports
13:03 embedded fonts, go ahead and select this option.
13:07 It will ensure that whoever reads your eBook will see the text in the same fonts
13:11 that you used. However, if you are at all unsure which
13:14 eBook readers your eBook will end up on, I highly recommend that you don't embed
13:18 the fonts. So when you are ready to export the final
13:22 ePub file, go ahead and just click Export.
13:26 The file will be exported, and as soon as it's finished being created It'll open up automatically.
13:31 So here's our eBook. It's quite basic.
13:34 It contains mostly text, but as you can see, it's quite easy to export an ePub
13:38 file from InDesign. Now, I've just shown you how to export a
13:44 single document as an ePub file. Now, if all your documents for a
13:49 publication are contained within a single InDesign book file, you're going to
13:53 want to export your ePub file from the Book panel.
13:57 Let me show you how that works. From the file menu in InDesign, I'll
14:01 choose Open. I'll navigate throughout the folder that
14:05 contains all my InDesign documents, and here's a book file.
14:09 This book file references all the chapters in my publication.
14:14 So each chapter is contained whiten a separate document.
14:18 To export the ePub file from a book file, go to the Book panel menu, and choose
14:23 Export Book to ePub. I'll choose the Desktop to place my ePub
14:28 file on, and as soon as I click Save, I'm presented with the same dialog box we
14:32 were looking at a few moments ago. Now, something to be aware of, in the
14:38 Contents section, if you choose to include InDesign TOC entries, and
14:42 referrence a TOC style that you've created, go ahead and suppress the
14:45 automatic entries for the document. But this option, use first level entries
14:52 as chapter breaks, is now optional. Why?
14:56 Because when you use an InDesign book file to generate an ePub file, InDesign
15:01 automatically creates a separate XHTML file for each document in the book file.
15:08 So that way your ePub file is composed of multiple XHTML files which is what you want.
15:14 So this option used for several entries has chapters breaks is mostly useful when
15:18 all the content for your publication is contained within a single InDesign document.
15:25 So, as soon as you're ready to export all of these documents as a single ePub file,
15:29 just click Export. Once last thing that you should be aware
15:34 of, InDesign is constantly being improved.
15:37 Its ePub feature is constantly being updated, so it's important to stay up to
15:40 date with the latest versions of InDesign.
15:44 To find out which version of InDesign you currently have installed, you can go to
15:47 the InDesign menu and choose About InDesign.
15:51 Or on the PC, find about InDesign in the Help menu.
15:54 I'll choose About InDesign. If you are using an earlier version of
15:58 InDesign, make sure and go to the Help menu and choose Updates in order to
16:02 update InDesign to the latest version. That way you're sure to get the best ePub
16:09 export results.
16:10
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Is your publication suitable for the EPUB format?
00:02 Not all publications are suitable for the EPUB file format.
00:06 In fact one of the main criticisms of the EPUB format is that while it's great for
00:10 text-centric books it may be unsuitable for publications that require a precise
00:14 layout or specialized formatting, such as a comic book or a magazine.
00:21 In this lesson, I'm going to talk a bit more about the EPUB format in general.
00:26 I'll explain why certain types of documents work better as EPUB files than
00:29 others, and I'll explain why some documents just don't work well as EPUB
00:32 files at all. Perhaps the most important thing to
00:37 understand is that the EPUB file you create won't look like the original
00:40 version of your publication unless its design is quite simple.
00:45 So, a simple novel will look much like, if not exactly like the printed version,
00:49 but a magazine layout with large headings that straddle multiple columns of text
00:54 cannot accurately be reproduced in an EPUB file.
00:59 So, why is that? Well, the EPUB format was specifically
01:03 designed to be reflowable. In other words, the content of an EPUB
01:08 file can adapt to different screen sizes, and resolutions.
01:13 And all the content of an EPUB file flows in a linear direction.
01:18 For example, if your publication contains side-bar notes, and images with captions,
01:22 the position of those elements will be discarded in the EPUB file.
01:27 And all the content will be displayed in one continuous flow.
01:32 With the sidebar notes, images and captions running within the main body text.
01:37 This can really cause havoc for a design heavy magazine or a textbook.
01:42 Imagine reading an e-book on a small screen, such as on an iPhone.
01:46 If that e-book has an image positioned to the right side of some text, the screen
01:50 wouldn't be wide enough to properly display that page.
01:55 So in an EPUB file, the images should always flow above or below the text, but
01:59 never to the side of it. Let me show you what I mean.
02:03 This e-book is a simple novel, so it mostly consists of text, with an image
02:08 appearing now and then. As I resize this window, notice that the
02:13 text reflows within it. I can also modify the size of the text.
02:20 By clicking this button up here I can increase it, or by clicking the button to
02:24 the left I can decrease the size of the text.
02:27 And as I do the text is reflowing as well.
02:31 In most dedicated e-book readers the images will also automatically be resized
02:35 to fit the screen, but with digital additions images don't automatically resize.
02:42 And notice that this image appears below the paragraphs of text above it, and it
02:47 appears above other paragraphs of text. So, as you can see, everything is flowing
02:54 in a linear direction. So, now you understand why some
02:58 publications just aren't suitable for the EPUB file format.
03:03 If you want to convert a more complex layout to an eBook, the PDF format is
03:07 probably a much better option. Since PDF is a fixed page layout, the
03:13 exact appearance of a publication is preserved.
03:16 A PDF file can even contain sophisticated interactivity such as clickable buttons,
03:22 audio and even video. And a number of eBook readers out there,
03:27 on the market, are even compatible with the PDF format.
03:31 So what if you want to create a EPUB version of a publication that would
03:35 normally be unsuitable for the EPUB format?
03:38 Well you would actually need to come up with a new design, that is suitable for
03:42 the EPUB format. Let me show you an example of a publisher
03:46 who has done just that. Here is a chapter from a travel guide
03:50 that was published by Inside Guides. This is PDF document, which shows what
03:55 the final printed book looks like. As you can see the layout is quite complex.
04:01 There are a number of sidebar elements. As well as images with captions, so this
04:06 is definitely not a suitable publication for the EPUB format.
04:11 So now let me show you the same document, only represented as an EPUB file.
04:16 These are actually screen shots of the file, as it looks when it's opened on the
04:20 iBooks app, on my iPad. The designers at Inside Guides decided to
04:24 come up with a design that's more suitable for the EPUB format, so that
04:27 they could sell their travel guides on Apple's iBooks store.
04:32 So here's the opening spread. We're looking at it in a horizontal view.
04:37 If you turn your iPad so that it's vertically positioned, the same document
04:41 would reformat itself, and the image would adapt to the new screen size.
04:47 So here's the page with the full page image, and here's the opening page.
04:53 So this would be the next spread view it again in a horizontal position and that
04:57 same page if I flip it up and view it vertically.
05:03 So as you can see sometimes you just have to adapt to the constraints of the EPUB
05:07 format in order to take advantage of it's versatility.
05:11
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2. The Anatomy of an EPUB File
What's inside an EPUB file?
00:02 In this lesson, I'm going to show you what's inside an EPUB file, and I'll
00:05 explain how the various components work. An EPUB file is actually a package that
00:11 contains a number of files that work together to create the eBook experience.
00:17 Here's an overview of the components that make up an EPUB file.
00:21 As you can see an EPUB file contains quite a few files a few folders as well.
00:27 All of these components are packaged together into a single zip archive,
00:31 that's given the EPUB file extension. Alright let's take a deeper look at the
00:37 various components that make up an EPUB file starting with the mimetype file.
00:44 This file identifies the package as an EPUB file.
00:48 Its stored as a plain text file, it has to be located at the top level of the
00:52 EPUB package and it can not be compressed.
00:57 All of the other files in the EPUB package are compressed, but if this file
01:00 is compressed. The EPUB file won't be valid and you
01:04 won't be able to open it up on an eBook reader.
01:08 I currently have an EPUB file open, in an XML editor called Oxygen.
01:13 The contents of this EPUB file, are showing over here on the left side,
01:17 within the Archive Browser panel. Here you can navigate through the package.
01:23 When you want to open a file for viewing, or editing, simply double click it.
01:27 So, here's the mimetype file. I'll go ahead and open it up.
01:33 It contains just one line of code, which identifies this package as an EPUB file.
01:40 Alright, I'll go ahead and close this file.
01:42 So, the next file that I'm going to introduce you to, is the container.xml file.
01:49 This XML file is stored within the META-INF folder.
01:54 It simply directs the eBook reader to the content.opf file, which in turn
01:58 references all the files that make up the content of an EPUB file.
02:04 I'll go ahead and open that up inside of Oxygen, so that file is located within
02:08 this META-INF folder. I will flip the triangle to open that up
02:13 and here it is, I'll double click it to open it up.
02:17 So, as you can see there isn't a lot of code in this file, its main purpose is to
02:21 reference the content.opf file which it's doing right here.
02:26 This is the file path to that file. All right.
02:30 So, the next file that I like to introduce you to, is the encryption.xml file.
02:37 This file is located within the META-INF folder It's actually an optional file, so
02:42 you won't see it in every EPUB file that you create.
02:46 It's only included in the EPUB files that you export from InDesign, when you choose
02:50 to embed the fonts into the EPUB file as you export it.
02:54 And it's used to encrypt the fonts that have been embedded into the eBook.
02:59 So, if you don't embed the fonts when you export an EPUB file, the encryption.xml
03:03 file won't be created. I'll go ahead and open this file up into Oxygen.
03:08 Now, all the code is currently located on one line.
03:12 So, to make this more reader-friendly, I'm going to click this Format and Indent
03:17 button up here, and that'll make it much easier to read.
03:22 As you can see here, the encryption file, is referencing the fonts that are
03:26 embedded into the package. Since there are three fonts, there are
03:31 three references, and the fonts are located over here in the Fonts folder.
03:35 Alright. So, the next file that I'd like to
03:40 introduce you to, is the content.opf file, this file is actually an XML file.
03:48 This is the root file of an EPUB file because it contains the eBook's metadata.
03:54 It identifies all the components of an eBook, and it describes the reading order
03:58 for the contents of an eBook. So, this file plays an important role.
04:04 Lets take a closer look at this file inside of Oxygen.
04:08 Here is the content.opf file, I'll go ahead and double click it to open it,
04:12 you'll find three important sections within this file.
04:17 There is the Metadata section, there is the Manifest, and at the very bottom is
04:22 the Spine. The metadata element, is used to provide
04:26 information about the publication as a whole.
04:30 Metadata is an important part of every eBook because it describes an eBook, and
04:34 it makes it searchable. So, here you can see the title of my book
04:39 is Sample eBook, the creator is Gabriel Powell.
04:44 The subject is eBooks, there's a description, there's a date, a copyright,
04:50 and an identifier. The identifier is used for the ISBN
04:55 number of your eBook. And then there's a language element as well.
05:00 The Manifest references all the files that are part of the publication,
05:06 including the NCX file, all of the XHTML files, the images, and the CSS file.
05:15 And then the Spine element is used to determine the linear reading order of the publication.
05:21 The order of these Item Ref elements is very important, because they determine
05:26 the reading order of the content in the eBook.
05:30 So, if I were to move this chapter one item ref to the top of the list, chapter
05:34 one would appear first in the book when I open the eBook on an eBook reader.
05:40 Alright so that's how the content .opf file works.
05:44 Now I'd like to introduce you to the toc.ncx file.
05:49 This file is also an XML file. It provides an eBook reader with detailed
05:54 navigation information. And its main purpose is to serve as a
05:59 navigation map that's generally displayed as a menu in an eBook reader.
06:04 Enabling you to jump directly to any of the major sections in the eBook.
06:08 It's essentially a table of contents for an eBook.
06:12 Let's open that file inside of Oxygen. Here it is.
06:15 I'll double click it to open it up. When you export an EPUB file from
06:20 InDesign, this NCX file is generated in one of two ways.
06:25 If you specify a TOC style when you export the EPUB file, the NCX file is
06:30 based on that TOC style. But if you don't specify a TOC style,
06:36 then this NCX file is based on the names of your InDesign documents.
06:42 This section of this file that contains the navigation guide is right here within
06:46 the Nav Map label. This element contains several Nav point elements.
06:53 Each Nav Point element is an entry in the navigation guide.
06:57 So, this is the entry for chapter one. And when you click on that entry, you're
07:02 taken to this file right here, chapter two.
07:06 So, that's how the toc.ncx file works. Now I'll introduce you to the
07:12 template.css file. This file contains the CSS style sheets,
07:17 which are used to format the content of an EPUB file.
07:22 It's stored as an external style sheet, so when you change one of the CSS rules,
07:26 all the text in the publication that that rule is applied to gets updated.
07:33 Let's open that file up inside of Oxygen. These are all the CSS rules that
07:39 determine the formatting for the text in this eBook.
07:44 Now the current EPUB specification defines a style language based on CSS 2.
07:50 But not all CSS 2 properties are actually supported.
07:55 So, for a complete list of all the supported CSS properties.
08:00 You'll want to go to the website www.idpf.org and then click on this
08:05 Specifications tab. Locate the Open Publication Structure,
08:14 right here, and then navigate to Section 3.3.
08:19 This section gives you detailed information about the CSS properties that
08:23 are supported. All right, let's take a look at the next
08:27 component of an EPUB file. Which are the XHTML files.
08:32 An EPUB file can contain any number of XHMTL files.
08:36 Together the XHTML files conatin the actual content of an EPUB file.
08:41 When you export a single InDesign document as an EPUB file, only one XHTML
08:46 file is generated. But when you export an InDesign Book
08:51 file, an XHTML file is generated for each document in the Book file.
08:57 So, this EPUB file contains quite a number of XHTML files, one for the cover,
09:02 one for the table of contents, and another for each chapter and section.
09:10 And then there's the Images Folder. This folder contains the actual image
09:15 files for the eBook. When you export an EPUB file from
09:19 InDesign, the images are copied to this folder according to the image export
09:23 options that you've specified. If your publication doesn't contain any
09:28 images of course the images folder isn't created.
09:31 The EPUB specification support GIF, JPEG, PNG and SVG image types.
09:40 However, InDesign only exports GIF of JPEG files.
09:44 Unless you're using InDesign CS4, and you choose to copy the original images when
09:48 you export the EPUB file. And the last folder in the e-pub package
09:54 would be the fonts folder. This folder contains the font file for
09:59 the eBook ,if you choose to embed the fonts when you exported the EPUB file
10:03 from InDesign. Keep in mind that only open type fonts
10:08 and supported true type fonts, are copied into this folder.
10:12 Postscript font cannot be embedded within an EPUB file so, here within the EPUB
10:16 file that I have open, there is an images folder.
10:21 It contains three images, one is a JPEG, and the two others are GIF images.
10:26 And then there's a Fonts folder which contains three fonts that have been
10:30 embedded into this EPUB package. Alright.
10:34 So, now that I've introduced you to the various components of an EPUB file, and
10:37 I've explained how they're used in an eBook.
10:41 I'd like to go back to the website, of the International Digital Publishing forum.
10:46 I'll go back to their Homepage. The EPUB file format, is based on three
10:52 open standards. The Open Publication Structure, the Open
10:56 Packaging Format and the Open Container Format.
11:01 If you want to dive deeper into the structure of an EPUB file, and learn even more.
11:06 You can read the documentation for each of these specifications just click over
11:10 here on the Specifications tab. And then check out each one of these documents.
11:20 The one that you should be most concerned with is the Open Publications Structure.
11:24
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Introduction to XML, HTML, and XHTML
00:02 An EPUB file is essentially a mini website that's neatly packaged together
00:05 into a single file that can be opened and read on an e-book reader.
00:11 If you were to open up an EPUB file, you would find several XML files, any number
00:16 of HTML or XHTML files, and a CSS file. If you're not already familiar with XML,
00:23 HTML, or CSS, it's really important that you at least learn the basics of how
00:27 these technologies work so that you can successfully edit an EPUB file.
00:33 Of course, you don't need to know anything about XML, HTML, or CSS to
00:36 create an EPUB file with InDesign. But eventually, you're going to have to
00:41 crack open an EPUB file in order to add additional information to it or to
00:45 enhance the formatting of the text and graphics.
00:50 In this lesson, I'm going to give you an introduction to XML and HTML.
00:55 You'll learn just what you need to know in order to get started with editing EPUB files.
00:59 And trust me, it's not as complicated as it might seem.
01:03 So, what exactly is XML? XML stands for Extensible Markup Language.
01:10 It's important to understand that XML is not a programming language.
01:14 It is simply a markup language and its main purpose is to describe the content
01:18 and the structure of a document. In order to do this, descriptive tags are
01:24 used to label the information. The file itself is just a plain text
01:28 document, so it doesn't have any formatting, this means that you can use
01:32 any standard text editor to open and edit the contents of an XML file.
01:38 It also means that an XML file is compatible with any operating system,
01:43 such as Windows or Mac OS X. Another important purpose that XML serves
01:49 is that the content can be easily repurposed for different publishing needs.
01:54 However, in the case of e-books, it's mainly used to describe the content and
01:58 the structure of an EPUB file. So, how does XML work?
02:04 It all begins with content. Take this sentence, for example.
02:08 At this point, we have no ideal what its purpose is.
02:11 It could be a heading, a subhead, or even just a paragraph within a body of text.
02:17 We don't know until it's labeled with XML tags.
02:22 Tags are the building blocks of an XML file.
02:25 You need tags to label the content. You need a start tag and you need an end tag.
02:31 So, everything in between the start and end tags is content, which is also
02:35 referred to as data. This whole structure is referred to as an element.
02:41 So in this case, we're looking at a headline element.
02:45 Notice that there's a slash within the end tag.
02:49 This acts as a signal to the XML processor that this element has completed.
02:54 If an element is not properly closed with a valid end tag, an XML processing error
02:58 will occur. Also notice that the name of the start
03:03 tag exactly matches the name of the end tag.
03:07 Not only must the names match, but the case must match as well because XML is case-sensitive.
03:14 The tag names themselves can be anything you want, which is why XML is called the
03:18 Extensible Markup Language. Alright, let's take a look at a more
03:22 complex structure. Here, we're looking at a complete XML file.
03:27 It contains the content for a single business card.
03:31 Notice that there are many start and end tags.
03:34 As I said a moment ago, tags are the building blocks of an XML file.
03:39 Now, if you study this structure carefully, you can see that elements
03:43 exist within other elements. Notice that the name element contains two
03:47 elements, the first and the last name. When an element contains other elements,
03:53 it's called a container element. The element that contains all of the
03:57 other elements is called the root element, since it's the outermost element
04:02 in the document and this entire structure is referred to as a document tree.
04:08 So as you can see, this XML file describes the content and the structure
04:11 of a single business card. The card contains a name, which is made
04:16 up of a first and a last name. It also contains an address, which is
04:21 made up of a street, city, state, and zip code.
04:26 I'll go ahead and highlight all the content in the document.
04:29 Imagine this content without any XML markup, without the tags and the
04:33 structure of the tags. You will only see a name and what appears
04:37 to be a address, but you wouldn't know what the content is intended for and you
04:41 wouldn't know that it is for business card.
04:46 As you can see XML is really quite simple there is definitely more to XML than this
04:49 but at least this is enough information you get you started.
04:54 So, now that you understand the basics of XML, let me introduce you to HTML.
04:59 What is HTML? Well, it stands for Hyper Text Markup Language.
05:05 HTML is closely related to XML. In fact, it's really a loosely defined
05:11 subset of XML and it's used to describe web pages.
05:15 Like XML, an HTML file consists of the descriptive tags, which surround the
05:20 content and add structure and meaning to it.
05:24 HTML is also stored in a plain text format.
05:28 So it doesn't contain any formatting. Now, at this point, you might be
05:32 wondering how is the text in an HTML document formatted?
05:37 Well, that's what a web browser is for. A web browser such as Safari or Firefox
05:41 reads an HTML document and displays it as a web page.
05:47 The web browser doesn't display the HTML tags, but instead, it uses the tags to
05:51 interpret and format the contents of the web page.
05:56 With e-books, HTML files are used to describe the formatting and the structure
05:59 of the text within the e-book. So an e-book reader plays the same role
06:04 that a web browser plays. It uses the HTML tags to interpret and
06:10 format the contents of an e-book. So now, you're probably wondering how XML
06:15 and HTML are different. Before I answer that question, let's take
06:20 a look at the structure of a basic HTML file.
06:24 The text between the HTML start tag and the HTML end tag describes the entire
06:28 webpage or in an e-book, this would be an entire chapter.
06:34 The text between the body tags is the visible page content.
06:38 The text between the h1 tags is displayed as a heading and the text between the p
06:42 tags is displayed as a paragraph. Let's see how this text is rendered by a
06:47 web browser. I've created a text file that contains
06:51 the same HTML we were just looking at. This is just a plain text file with the
06:57 extension .html. I'll go ahead and open it up into Safari.
07:03 And notice that my web browser has interpreted the markup and it's formatted
07:06 the text. We're looking at the default formatting
07:10 for an h1 and a p tag. Alright, let's take a look at a more
07:14 advanced example of an HTML file. I'll go ahead and close this document.
07:19 And I'll right-click this advanced HTML file document, and choose Open With, and
07:23 then Text Edit, to open it up into my text editor.
07:27 And to make it a little easier for you to read, I'll go ahead and increase the size
07:31 of the font. So this HTML file contains several headings.
07:37 It contains an hI, h2, and h3 headings. There are two paragraphs.
07:42 Notice within the second paragraph, I have some bold tags, so these tags b and
07:47 I will apply bold and italic formatting to those words.
07:52 And then, also notice here, I have what is called an unordered list which is what
07:57 ul stands for. Within this unordered list, I have
08:02 several list items, each list item is its own paragraph.
08:08 Watch what happens when I open this document up into Safari.
08:13 The different headings were interpreted and formatted accordingly as three
08:16 different sized headings. And notice the bold and italic words were
08:21 properly formatted and that unordered list became a bulleted list.
08:26 I can quickly turn this bulleted list into a numbered list by changing the markup.
08:31 So a numbered list in HTML is called an ordered list.
08:36 So I'll change the ul tag to ol. Again, I need make sure and change both
08:42 the start tag and the end tag. So I'll go ahead and do that.
08:46 I'll Save this document, and I'll Open it back up into Safari.
08:50 And now, you can see that this is a numbered list.
08:55 So as you can see a web browser used HTML tags to interpret and format the contents
08:59 of a webpage. So let's go back to the question I asked
09:04 earlier, what's the difference between XML and HTML?
09:08 Well, in an EPUB file, XML is used to describe both the content and the
09:12 structure of all of the components of the file.
09:16 It's also used to create the table of contents which appears as a navigation
09:20 guide in an e-book reader and it's used to list the e-book's metadata, such as
09:25 the author, title, and the copyright information for the e-book.
09:31 HTML on the other hand is used to define the actual content of an EPUB file.
09:37 You should also know that XML is a strict markup language, but HTML is actually a
09:42 loosely defined subset of XML. In fact, the HTML language is so flexible
09:48 that many web browsers have added their own functionality to the base HTML
09:52 language making it really difficult for web developers to do their job.
09:59 As a result, a much more regulated and standardized markup language known as
10:03 XHTML was developed. XHTML stands for Extensible Hypertext
10:08 Markup Language and is actually a combination of HTML and XML, which makes
10:13 it a stricter form of HTML. In fact, when you export an EPUB file
10:20 from InDesign, InDesign creates XHTML files instead of HTML files.
10:26 So when you edit an EPUB file that was created with InDesign, you'll be working
10:30 with XHTML files. Alright, so there you have it.
10:35 Now, you have a basic understanding of how XML and HTML or XHTML works.
10:42 There's certainly more to learn, but, but the knowledge that you have now, you'll
10:45 be able to start editing EPUB files.
10:47
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Introduction to CSS
00:02 A CSS file is one of the core components of an eBook.
00:06 It determines the formatting of all the text in an eBook.
00:09 So it's really important that you understand how CSS works.
00:13 With a good understanding of CSS, you'll have a lot more control over how your
00:17 eBooks are designed. In this lesson, I'm going to introduce
00:21 you to CSS, and explain how it works. Then I'm going to demonstrate how a CSS
00:27 file is used to format the contents of an e-book.
00:31 So what exactly is CSS? CSS stands for cascading style sheets.
00:37 Like HTML, CSS is stored in a plain text file, which has the file extension.css.
00:44 It defines how HTML elements are displayed.
00:49 Remember, HTML, or XHTML, only describes the content and the structure of a document.
00:57 So you need CSS to define the formatting of that content.
01:01 You can compare CSS with paragraph and character styles in InDesign.
01:06 They function in much the same way. For example, if you've applied a
01:09 particular paragraph style to all the headings in a document, and you later
01:13 decide to change the color of those headings All you have to do is update the
01:17 heading paragraph style and all the heading in the document are instantly updated.
01:25 So CSS works the same way. It allows you to globally format the
01:30 various elements in HTML file. You might think of a CSS file as a
01:35 template When you export an EPUB file from InDesign, all the paragraph and
01:39 character styles that are used in your document are converted to CSS styles.
01:45 That is, if you choose to include the style definitions when you export the
01:50 EPUB file. So how does CSS work?
01:54 Let's take a look at the basic syntax of CSS.
01:58 This line of code is a single CSS Rule which in InDesign is called a Style.
02:05 The CSS Rule has two main parts, a Selector and one or more Declarations.
02:11 The Selector identifies the HTML element you want to style.
02:16 So this particular CSS Rule will be applied to a p tag and its purpose is to
02:21 style the body text in an eBook. A CSS declaration is made up of two
02:26 parts, a property and a value, so in this case color is the property and black is
02:31 the value Notice that the colon is used to separate the property from its value.
02:41 In the second decoration text-align is the property and text is the value, again
02:45 a colon is used to separate them. CSS decorations must always end with a
02:51 semi colon and groups of declarations are surrounded by curly brackets.
02:59 So this CSS rule simply defines the body text as black and left aligned.
03:05 Pretty simple isn't it? To make CSS even easier to read and edit
03:09 you can put each declaration on its own line like this.
03:14 Alright, so now that you understand the basic syntax of CSS, I'll demonstrate how
03:19 the CSS file is connected to the HTML files in an eBook.
03:24 This folder contains both an HTML file and a CSS file, right now the HTML file
03:29 is not connected to the CSS file. So when I open it into my web brwoser the
03:35 default formatting is applied to the text.
03:39 Looks pretty boring doesn't it to connect the HTML file to the CSS file I need to
03:43 add an additional line of code to the HTML file.
03:48 In text edit I already have both of these files open this CSS file contains three
03:54 CSS rules. One for the chapter title another one for
03:58 the chapter subtitle and yet another for the body text.
04:04 Notice that the body text rule specifies a font size of one m unit which is equal
04:09 to the current font size. You could specify another unit of
04:15 measure, such as points or pixels, but the M unit is very useful in CSS because
04:19 it automatically adapts to the font that the ebook reader is set at.
04:26 So if the current font size of your eBook reader is set at 12 points, then 1m is
04:31 equal to 12 points, 2m is equal to 24 points, and so on.
04:38 Since the subtitle is using a font size of 2 em units, it will always be twice as
04:42 large as the body text, and the chapter title will always be three times larger
04:47 than the body text. All right, let's connect this CSS file to
04:53 my HTML file, which I have opened over here on the left side.
04:59 To do that, I need to add a head section above the body section of the document.
05:05 I'll add an extra return above the body section, and insert a couple of spaces to
05:09 make the HTML code a little easier to read.
05:13 And now I'll inset the starting tag for the head element followed by a return.
05:19 Now I am going to inset a link element within a head section.
05:23 The link element defines the relationship between the html and an external resource
05:28 such as the CSS file. I'll insert a couple of spaces to insert
05:34 the element, and I'll type link. Within the link element, I need to insert
05:40 three attributes. The first attribute I want to insert is
05:44 the href attribute, and it equals a specific value.
05:49 The value specifies the location of the linked document, that is the location of
05:54 the CSS file. Now, in this case the CSS file that I'm
06:00 using is in the same folder that the HTML file is in.
06:04 So all I need to do is type in the name of the CSS file.
06:10 The next attribute that I want to insert, is the rel attribute, which stands for relationship.
06:18 It specifies the relationship between the HTML document, and the linked document.
06:24 In this case, I want to reference a CSS file, so I'll type in style sheet.
06:30 And then, the last attribute that I need to insert, is the type attribute.
06:36 This specifies the type of document that I'm linking to.
06:40 In this case, this is a text file with the CSS file extension and then to end
06:44 this element, I'll insert a slash followed by a greater than symbol.
06:51 Next I'll insert the end tag for the head section.
06:54 Now in order for this HTML document to be valid, I have to insert a title element
06:59 within the head section. I'll insert the title element above the
07:06 link element. The title can actually be anything you
07:14 like, this is the text that appears as the name of the web page in your browser,
07:20 I'll type chapter one followed by discovering how CSS works and then I need
07:25 to insert the end tag. All right I've now established a
07:33 relationship between this HTML document and this CSS file.
07:39 Next I need to identify where the CSS rule should be applied.
07:44 Right now the chapter title, subtitle, and both paragraphs are contained within
07:49 p tags. So they're being formatted as basic
07:52 paragraphs to assign style information to these elements, I need to identify each
07:56 of them with a class attribute. The class attribute is inserted within
08:02 the start tag of an element. So, I'll click withing the starting tag
08:08 here, in this P tag, enter a space, and to insert the class attribute I'll type
08:14 in class equals and the value for this is title.
08:21 Notice that the value is enclosed in quotes.
08:23 So the HTML file references my template.css file locates the CSS rule
08:29 called title and applies this specific formatting here to all the text enclosed
08:36 within this p tag or p element. I'll go ahead and insert another class
08:45 attribute for the subtitle, so this equals subtitle.
08:50 Notice that I'm not inserting the p dot subtitle, you only need to include the
08:55 name after the period. Now, I'll go ahead and insert the class
09:02 attributes for the body text and for the last paragraph as well.
09:16 I'll go ahead and save the file. Now when you export an EPUB file from
09:20 InDesign, all of this coding is taken care of for you, so you'll never need to
09:23 enter all of this code yourself. But I think it's helpful to understand
09:29 just how a CSS file is connected to an HTML file, because later on you'll
09:33 want to add special formatting to an eBook and you'll definitely need to know
09:37 how all this works before you can do that.
09:42 Alright, let's take a look at the results of my work.
09:46 I'll open the HTML file to see the results, and there you go.
09:51 This HTML file is now referencing the CSS file I made, and the CSS rules are being
09:56 used to format the various elements. So, this is also how a CSS file is used
10:03 to format the contents of an eBook, now let me demonstrate the full power of CSS.
10:11 I'll hide Safari and I'll make a quick change to the CSS file.
10:17 I'll change the color of the chapter title to red and I'll make the text a
10:21 little bigger. I'll make it 3.5 m units, I'll save the
10:26 CSS file and then I'll go back to Safari. Now I just need to refresh the page and
10:34 the new changes are loaded, there it is its a little bigger and its color is red.
10:40 Now if I were to drag this window to the left to make it a little bit smaller
10:44 you'll see that the text is crashing into the edges of the page area.
10:52 So I can fix that by adding a couple of declarations to the body rule.
10:58 I'm going to add a margin left value, margin hyphen left followed by a colon.
11:07 .And then I’ll give it a value of 25 pixels, so I’ll type PX for pixels.
11:12 I also want a margin on the right side so I’ll type in margin-right followed by a
11:18 colon and once again 25 pixels and end that with a semi-colon I'll save this
11:23 document, go back to Safari and refresh the page.
11:31 So, as you can see with CSS, you can quickly reformat all the content of a
11:36 webpages and when it comes to eBooks CSS makes it possible to quickly reformat an
11:41 entire eBook.
11:45
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Editing an EPUB file in Mac OS X
00:02 After exporting an EPUB file from InDesign, it's often necessary to modify it.
00:07 For example, you might want to modify the CSS file so that you can add special
00:10 formatting to your EPUB file. Or you might need to modify the entries
00:15 in the Table of Contents. In fact, it's always necessary to edit an
00:20 EPUB file in order to add additional metadata to it because not all the
00:23 required metadata is exported from InDesign.
00:27 In this lesson, I'm going to walk you through the process of cracking open an
00:31 EPUB file so that you can edit its content.
00:34 I'm also going to introduce you to several applications that can be used to
00:38 edit an EPUB file. An EPUB file is actually just a zip
00:41 compressed package that contains all the pieces of a publication.
00:46 So, to open an EPUB file, all you have to do is change the file extension from
00:50 .epub to .zip and then, extract the contents of the Archive.
00:55 I'll go ahead and do that but before I do, I'll make a copy of this EPUB file by
00:59 holding the Option key. I'll drag this document and that'll make
01:04 a copy of it. Now, to edit the file name, I'll just
01:07 click right on the file name and wait for a moment.
01:10 Now, I can edit the file extension. I'll just change it from EPUB to zip and
01:15 press Return. Now, I'm asked if I'm sure that I want to
01:18 change the file extension to .zip and, of course, I'm sure, so I'll click Use Zip.
01:24 Now, I can just double-click the Archive to unArchive it.
01:28 Now sometimes, on Mac OS X, the archive isn't properly extracted and instead of
01:33 getting a folder, you'll see yet another Archive file.
01:37 In that case, you'll need to use a dedicated utility such as Springy to
01:41 unArchive the file. I'll just drag this zip file to the
01:45 Springy icon on my desktop to open it up. So now, we're looking at the contents of
01:52 an EPUB file. Within the OEBPS folder, you'll find all
01:56 of the XHTML files, which contain the actual content of your eBook.
02:00 I can edit the various components of an EPUB file using a simple text editor such
02:04 as Text Edit. Let me show you how that works.
02:07 I'll drag this Part 1 document over to the desktop to make a copy of it.
02:12 And now, I'll drag this file over to the top of Text Edit and release the mouse
02:16 button to open it up. So, this file contains all the content of
02:21 Part 1 of my eBook. Notice with Text Edit, it's really
02:25 difficult to differentiate between the content and the markup.
02:29 To make the editing process easier, you can also use a dedicated HTML or XML
02:34 editor to edit the files within an EPUB document.
02:38 Over here on the left side of my desktop, I have three applications, which work
02:42 really well for editing XML, XHTML, and CSS files.
02:47 I have BBEdit installed, Oxygen XML Editor, and the Author XML editor.
02:53 Let's see how the same chapter looks, when opened up inside of BBEdit.
02:58 Notice that the markup is color coded, so you can easily differentiate between the
03:02 markup and the actual content of the eBook.
03:06 For this reason, I prefer to use a dedicated HTML or XML editor instead of
03:11 Text Edit. You can find more information about
03:15 BBEdit by visiting the Bare Bones website at www.barebones.com.
03:21 And Bare Bones Software also offers a free editor called Text Wrangler.
03:25 You might want to check it out at as well.
03:27 Another great application for editing the contents of an EPUB file is Oxygen XML Editor.
03:33 Let's see how this exact same content looks inside of Oxygen.
03:38 I'll close this document, and now, I'll drag it over to the top of the Oxygen
03:42 icon and release the mouse button to open it up.
03:46 Notice that markup is color coded here as well.
03:49 Oxygen is a professional tool for editing XML, and much, much more.
03:54 It's likely overkill for your needs, so the same company who created Oxygen XML
03:59 Editor, SyncRO Soft, also offers a lighter version of this same editor
04:03 called Author XML Editor. It's a less expensive alternative, and it
04:09 works just as good as Oxygen when it comes to editing EPUB files.
04:13 I'll go ahead and open up this same chapter inside of Author.
04:17 And as you can see, the interface looks very similar, with many of the same tools
04:20 that Oxygen provides. You can find out more about Oxygen and
04:26 Author, by visiting www.oxygenxml.com. Now, one application I haven't mentioned
04:32 yet is Adobe Dreamweaver, which you probably already have if you've installed
04:35 the right version of the Creative Suite. Now, if you have Dreamweaver, you can
04:40 also use that program to edit the contents of an EPUB file.
04:44 So, after making all the necessary edits to your EPUB file, you need to archive
04:48 all the components as a zip file again. Let me show you how that works.
04:54 Now, if you haven't used this Springy application to open up your zip archive,
04:57 and you instead double-clicked the zip file to unArchive it, you'll need to use
05:01 the terminal application to recreate the EPUB file.
05:06 Unfortunately, you can't just recreate a new zip file and simple change the file
05:10 extension back to .epub because if you do, you'll break the file, and you won't
05:14 be able to open it up again. Once again, that application you need to
05:19 use for recreating the EPUB file is called Terminal.
05:23 And you can find it by going up here to the Go menu and choosing Utilities.
05:27 This opens up the Utilities folder and at the bottom, you'll be able to find the
05:31 terminal application, I'll go ahead and open it up.
05:36 So, after launching terminal, you'll need to type in the following four commands.
05:41 The first command specifies the location of the folder that contains the
05:44 components of my EPUB file. I'll type in cd, followed by a space,
05:49 that stands for change directory, and now I need to type in the file path of where
05:53 that folder is located. It's located in my Home folder, on the Desktop.
06:00 But notice its name contains spaces, so I need to enclose the folder name in quotes.
06:06 And now, I can press Return. So now, that that directory has been
06:10 discovered, the next three commands will actually compress the file and create the
06:14 EPUB document. I'll type in zip followed by the name of
06:18 the EPUB ile that I'd like to create. I'll just call it file.epub and then this
06:23 is the Compression method I'd like to use for the first file.
06:27 That is, minus capital X zero capital D, and then the name of the file is mindtype.
06:33 This is actually the first file within the EPUB document, and it shouldn't be compressed.
06:40 I'll press Return. And notice that the mindtype file has
06:44 been added but it's been stored at 0%. So, it hasn't been compressed.
06:50 I'll type in the next command zip, again followed by the name of EPUB file I'd
06:54 like to use, file.epub. This time I'll type minus capital X 9
07:00 lower case r capital D, that actually stands for Open eBook Publications Structure.
07:07 I need to end that with a slash and then press Return.
07:12 So, all the files within that folder have been compressed and you can see that
07:15 because here it says, deflated. So, the last command that I want to enter
07:21 is zip followed by, again, file.epub, followed by, once again, negative capital
07:27 X 9 lowercase r capital D. And then the name of the last folder I
07:33 want to compress and that's meta-inf followed by a slash, I'll press return
07:37 and that deflates or compresses that last file.
07:43 Alright, so once you've entered the last command, the EPUB file can be found
07:47 within the original folder, and it'll be named file.epub in this case, because
07:51 that's the file name I chose. I'll go ahead and double-click it to open
07:56 it up, just to make sure it will, and it works.
07:59 So, while this method of opening and editing EPUB files doesn't require any
08:03 additional software, it's really cumbersome.
08:06 And you don't want to have to repeat this process each time you make a change to an
08:10 EPUB file because it can easily take up a few hours of your day.
08:15 So, if you're serious about eBook publishing, you'll want to use another method.
08:20 Another way to open an EPUB file and make edits to its content is to use a
08:23 combination of the Springy archiver application in the Text Editor, such as BBEdit.
08:30 Let me show you how that works. I'll go ahead and use Springy to open up
08:34 the EPUB file. But this time, I'm going to open the
08:37 actual EPUB file. When using Springy to open up an EPUB
08:40 file, you don't actually have to convert the file extension to .zip before opening
08:44 it up. I'll just drag the icon directly on top
08:48 of the Springy Application icon and release the mouse button.
08:52 I have actually unArchived the file. I'm simply browsing the contents of the file.
08:57 Well, go ahead and make an edit to Part 1.
09:00 Now, I can directly edit it within the Archive, if I right-click the file and
09:05 from the Edit With menu, choose BBEdit. Of course, you can use another Text
09:10 Editor if you like. I'll make a really simple change to this file.
09:14 I'll locate the word part and I'll change this to the word chapter instead.
09:19 I'll save the file, I'll close it. And now notice here in Springy, I'm being
09:23 asked if I'd like to overwrite that file, which already exists in the Archive.
09:28 I definitely want to overwrite it. And now, I'll close this file, although I
09:32 don't need to close the Window. I'll double-click the EPUB file to open
09:37 it up, and let's find out if that change was successfully made.
09:40 And since the eBook opens up, I can see that it has been made properly, and I'll
09:45 navigate to Part 1, and there it is, Chapter 1.
09:50 So, this is a really easy and rather inexpensive method for editing EPUB
09:53 files, but it's still a little time-consuming.
09:57 If you plan to create a lot of eBooks, I recommend using either Oxygen XML Editor
10:02 or Author XML Editor to both open and edit EPUB files.
10:08 Either one of these editors can directly open an EPUB file so you don't have to
10:12 first unArchive the EPUB file before opening it up and editing its components.
10:18 Let me show you how that works. To open an EPUB file directly inside of
10:21 Oxygen or Author, you'll need to first open the application and then from the
10:26 Perspective menu, choose Show View and then Archive Browser.
10:32 That opens up this window over here on the left, which allows you to open up an
10:36 Archive directly. I'll click the Open Archive button,
10:40 navigate to locate the EPUB file that I'd like to edit, and after clicking Open, we
10:44 can now view the components of the EPUB file over here in this Navigation pane.
10:50 How handy is that? I'll go ahead and open up the Part 2
10:53 XHTML file. I double-click it, and that opens it
10:56 directly into the Content window, and now I can make a change.
11:01 Again, this time, I'll just change the word part to chapter.
11:05 I'll save this file, and the first time you save an XML file or XHTML file that's
11:10 part of an EPUB file, you'll be asked if you'd like to make a backup.
11:16 I'm going to select No Backup, and I never want to have this question asked
11:20 again, so I'll click OK. That saves the file.
11:23 I'll go ahead and hide Oxygen, and double-click the EPUB file to open it up.
11:28 Notice I didn't have to actually close any files.
11:32 I can immediately see if the results are what I want, and they are.
11:36 The word part was changed to chapter. So, as you can see, by using Oxygen, or
11:41 you could use Author, you can quickly open an EPUB file, make a change to it,
11:45 save it, and open the EPUB file back up to see the results.
11:51 With this level of productivity, it's definitely worth your investment in this program.
11:55 So now, you know how to edit an EPUB file on Mac OS X, and as you can see, there
11:59 are several ways to both open and edit EPUB files.
12:04 If you're serious about eBook production, I wouldn't settle for anything less than
12:08 a great XML Editor.
12:10
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Editing an EPUB file in Windows
00:02 After exporting an EPUB file from InDesign, it's often necessary to make
00:05 further changes to it, that can't otherwise be done within InDesign.
00:11 For example, you might want to modify the CSS file so that you can enhance the
00:14 formatting of the text. Or you might need to modify the table of contents.
00:20 In fact it's always necessary to edit an EPUB file in order to add additional
00:23 metadata to it, because not all the required metadata is exported from InDesign.
00:29 In this lesson, I'm going to walk you through the process of cracking open an
00:33 EPUB file so that you can edit its content.
00:37 I'm also going to introduce you to several applications that can be used to
00:40 edit an EPUB file. An EPUB file is really just a zip
00:44 compressed package, that contains all the pieces of a digital publication.
00:49 So to open an EPUB file you just need to use a zip file utility such as WinZip.
00:55 Here is the eBook that I'd like to open up.
00:57 I'll go ahead and drag the icon to the WinZip application icon, and release the
01:01 mouse button to open the EPUB file. So, now we are looking at the contents of
01:07 an EPUB file. Within the OEBPS folder you'll find all
01:11 the XHTML files, which contain the actual content of the eBook.
01:17 And by the way, OEBPS stands for Open Ebook Publication Structure.
01:22 I'll go ahead and view the contents of this folder as a list to make it easier
01:25 to see all the files. So, now that I have opened the EPUB file.
01:30 I can edit its various components using a simple text editor, such as Notepad.
01:35 I'll go ahead and open one of the chapters of my eBook up into Notepad.
01:39 To do that, I'll right-click an icon, and from the Open With menu, I'll choose Notepad.
01:45 And here is all the content for Part 10 of my eBook.
01:49 As you can see, with such a simple text editor, it's really difficult to
01:53 differentiate between the markup and the actual content, so I prefer to use a
01:57 dedicated HTML or XML code editor instead.
02:02 Over on the left side of my desktop, I have three applications which work really
02:07 well for editing XML, XHTML, and CSS files.
02:11 That's Notepad++, Oxygen XML Editor, and Oxygen XML Author.
02:18 Let's first take a look at Notepad++. It's not only an excellent editor, it's
02:23 also free. All right, click the icon.
02:25 And once again, from the Open With menu, I'll choose Notepad++ this time.
02:31 Notice that the markup is color-coded, so now you can easily differentiate between
02:36 the markup and the actual content of the eBook.
02:40 With such an editor, it's must easier to edit contents of an EPUB file.
02:44 I'll go ahead and make a change to some of the text here.
02:47 I'll just change the word part to chapter.
02:50 And I'll save the file by clicking the disk icon up here.
02:55 I'll go ahead and close this file. And I'll go back to the WinZip file.
03:00 As soon as I click back on WinZip I'm asked the following question, what would
03:04 you like to do with this file. And what I want to do is update the zip
03:09 file with the change that I made. I'll go ahead and click that option and
03:14 now I've updated my EPUB file. I can close this window and double-click
03:19 my eBook. And as you can see, the word part was
03:22 changed to chapter. So that's how easy it is to edit an EPUB file.
03:28 To find out more information about Notepad++ and to download the
03:33 application, visit their website at notepad-plus-plus.org.
03:40 Now another application that you can use to edit the contents of an EPUB file is
03:44 the Oxygen XML Editor, so let's find out what this same chapter looks like inside
03:49 of Oxygen. Once again, I'll drag my eBook icon on
03:54 top of the WinZip icon to open it up, navigate to the OEBPS folder and view
03:59 this as a list. And from the Open With menu, I'll choose
04:05 Oxygen XML Editor. But before I do, let me explain something
04:09 that's very important to keep in mind. When opening up a file that's inside of
04:13 an EPUB package, it's really important that you always right-click the file to
04:17 open it, as I'm doing now. If you instead drag the file icon to one
04:22 of the application icons on the desktop, a temporary copy of the file is made.
04:28 So when you save it, the file within the EPUB archive isn't actually updated, and
04:32 you won't have updated your EPUB file. So by right-clicking the file and
04:37 choosing an application from this Open With menu, you're directly opening the file.
04:42 So, that way when you save the file after modifying it, the file within the archive
04:47 is actually updated. All right, let's open this up into Oxygen.
04:51 Notice here that the markup is also color-coded.
04:55 Now Oxygen is professional tool for editing XML files, and it can do much,
04:59 much more than that, and it's probably a bit overkill for your needs.
05:04 So the same company who creates Oxygen, Syncrosoft also offers a lighter version
05:09 of this same editor called Author XML Editor.
05:13 It's really a less expensive alternative and it works just as good as Oxygen when
05:17 it comes to editing EPUB files. So I'll open up this same chapter inside
05:22 of Author. Again the mark if it's color coded, and
05:25 I've also noticed that the interface looks very similar with many of the same
05:29 tools as Oxygen. Now, another application that you can use
05:33 for editing the contents of an EPUB file is Adobe Dreamweaver.
05:38 Which you probably already have if you've installed the right version of the
05:41 Creative Suite. It's a dedicated HTML editor so it'll
05:45 work really well for editing EPUB files. However, if you're serious about eBook
05:50 production, and you plan on creating a lot of eBooks, I highly recommend a more
05:54 professional tool such as Oxygen XML Editor or Author XML Editor.
06:00 So what makes the oxygen or other XML editors, the most professional choice for
06:04 editing EPUB files? Well, either one of these editors can
06:09 directly open AN EPUB file, so you don't have to first use a zip utility to open
06:13 up the EPUB file before editing its components.
06:18 Let me show you how to open an EPUB file directly using Oxygen XML Author.
06:23 I'll go ahead and close this document, and from the Perspective menu, I'll
06:27 choose Show View, and then Archive Browser.
06:31 This opens up the Archive Browser panel, and from this panel, I can directly open
06:36 an EPUB file. Since an EPUB file is just an archive,
06:40 I'll click the Open Archive button, navigate to the desktop, select my EPUB
06:45 file, and open it. And there it is.
06:50 Now we're looking at the components of that EPUB file.
06:52 Within the OEBPS folder, I can see all of the XHTML files.
06:57 To edit one of these, all I have to do is double-click it.
07:01 That opens up the file right within the main content window.
07:05 I can scroll over and make a change to the text.
07:09 So, this time, I'll change the word chapter back to part.
07:13 To save the file, I'll just click this save icon up here.
07:17 Now, the first time you save a file, you are asked if you'd like to back it up or not.
07:22 I definitely don't want to back up the file.
07:24 And I'll just click never ask me again, and click OK.
07:27 So the file was saved, right within the archive.
07:31 So now I can open it to see the results. I'll minimize this window, and
07:35 double-click the eBook to open it back up.
07:40 And as you can see the word chapter was changed back to part.
07:44 With this level of productivity it's definitely worth your investment in this program.
07:49 You can find out more about Oxygen and Author by visiting their website at www.oxygenxml.com.
07:57 All right, so now you know how to edit an EPUB file on the Windows operating system.
08:04 As you can see, there are several ways to both open and edit an EPUB file.
08:09 If you're serious about eBook production, I wouldn't settle for anything less than
08:15 a great XML editor.
08:18
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3. Page Layout
Master pages, page breaks, and page numbers
00:02 In this lesson, I'm going to explain what happens to master pages, page breaks, and
00:06 page numbers when you export an EPUB file from InDesign.
00:11 It's important to understand that the EPUB file format does not define page structure.
00:15 It was specifically designed to allow content to adapt to the various screen
00:19 sizes of different e-book readers. So, the visual layout of an e-book will
00:25 actually change depending which reading devise you have it opened on.
00:29 Now, Indesign is a page layout application.
00:32 It was originally designed to create professional looking publications for print.
00:37 And now, we're trying to convert a print-ready document into an e-book.
00:41 So when you export an EPUB file from InDesign, you're essentially sending the
00:45 document through a giant sifter in order to filter out all the unnecessary
00:49 components and create a dumbed-down version of the same publication that's
00:53 accessible to a wind range of e-book readers.
00:59 So, which layout components get filtered out when you create an EPUB file?
01:04 For one, the actual page size of your document is completely ignored.
01:09 Your carefully set up margins and columns are ignored and all the master page items
01:13 and automatic page numbers are ignored as well.
01:17 In addition, InDesign completely disregards the way your text is laid out
01:21 from page to page. Even all your carefully inserted page
01:25 breaks get discarded. As a result, all the content of your EPUB
01:30 file flows together in a single, continuous linear flow.
01:35 Let me show you what I mean. Notice that the running headers on this
01:39 page are master items. I can see that, because the frames have
01:44 dotted borders. At the bottom of each page is an
01:47 automatic page number. These were inserted by going to the Type
01:52 menu, choosing Insert Special Characters > Markers, and then current page number.
01:58 Now, if you've manually typed in the page numbers, they'll definitely show up in
02:02 the e-book. But of course, if you've placed those
02:06 manually created page numbers on a master page, they won't show up in the e-book.
02:11 I'd also like you to notice how the text is laid out from page to page.
02:16 All the text frames are actually linked together as a single story.
02:21 So, in order to force page breaks, I've inserted forced page break characters,
02:25 and that's what this character is here. This forces the text to jump to the top
02:31 of the next page, and in this case, that allows Chapter One to start here, but
02:35 these page breaks are ignored. So let's see what happens when I export
02:41 this file as an EPUB file. I go up to the File menu and choose
02:46 Export for and then EPUB. I'll just send this to the Desktop and
02:51 click Save. Now, all of these options have been set
02:54 up properly for me already, so I'll just go ahead and click Export.
02:59 And here is my e-book. Notice that the running headers which
03:08 were master page items were ignored. That's a good thing though, because EPUB
03:13 files don't define page structure, and if master items were included in an EPUB
03:17 file, you wouldn't be able to control their position on the page.
03:22 They would just flow right along with the rest of the text.
03:25 Now, some e-book readers such as the Apple iPad will actually display running
03:29 headers for you. But the e-book reader gets this
03:32 information from the metadata within the e-book.
03:36 Also notice that there are no page numbers in my e-book and this is a good
03:39 thing as well. Because the content of an eBook will
03:43 adapt to the reading device that you read it on, which makes it impossible to
03:46 predict where the pages will begin and end.
03:50 Many eBook readers will actually add the pages numbers for you.
03:54 They'll even recalculate the page numbers after you've resized the text or chosen a
03:58 different font. I'd also like you to notice how all the
04:02 content flows together in one continuous flow.
04:07 In other words, the way in which my pages were laid out in InDesign was ignored and
04:12 all the page breaks were discarded. So, notice the chapter headings start
04:18 immediately below the end of the text in the preceding chapter.
04:23 Fortunately, there are two ways to force chapters to break property so that they
04:27 always start at the top of a new page. If you're using InDesign CS4, you can
04:33 create a separate InDesign document for each chapter, and then, add all the
04:37 chapters together in an InDesign book file.
04:41 This also works the same way in InDesign CS5.
04:44 But, with CS5, there is another way to create forced chapter breaks in an EPUB file.
04:52 You can use the First Level Entries and in TOC style to create the chapter
04:55 breaks, and then, when you export the EPUB file, make sure and check the
04:59 correct option. So, in InDesign CS5, I'll show you where
05:05 that option is found. It's in the Contents section of the
05:13 dialog box, and you'll want to check use First Level Entries as Chapter Breaks.
05:19 So let's take a look at an EPUB file that has proper chapter breaks.
05:24 I'll hide InDesign. And on the Desktop is my sample e-book.
05:35 So this e-book has proper chapter breaks. As you can see here, the first section
05:40 ends, no more text is allowed to fill this space, and then, the next chapter
05:44 starts at the top of the next page. Once again, at the end of Chapter One, a
05:52 little extra space is down here, and then, Chapter Two is forced to start the
05:57 next page. If I decrease the size of the window, you
06:04 can see that that space is still there and it's kept.
06:09 It's preserved in the EPUB file that way. Let's take a look at how the same e-book
06:14 looks on the Apple iPad. I've created a couple screen shots here.
06:19 So here, you can see in this layout, Chapter Two ends on the left-facing page
06:23 and Chapter Three is forced to start at the top of the right-facing page.
06:29 And the same goes for this (UNKNOWN) as well.
06:32 When using either of the two methods I just explained for creating forced
06:36 chapter breaks, a separate XHTML file is created for each chapter within the e-book.
06:43 So, when an e-book reader encounters a new XHTML file, it always loads it as a
06:48 new page. So, now you have a better understanding
06:52 of how an InDesign file is converted to an EPUB file.
06:56 And you know that certain things just don't get exported such as master items,
07:00 page numbers, and the page structure of a document.
07:04
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Using a book file to create chapter breaks
00:02 In this lesson, you'll learn how to set up an InDesign Book file in order to
00:05 create chapter breaks in an eBook. And this is important because an eBook
00:10 with logical chapter breaks, helps to create a good reading experience.
00:14 The eBook that we're looking at now contains proper chapter breaks.
00:18 The content for section one ends before it reaches the bottom of the page, which
00:23 leave some white space at the bottom, and chapter one starts at the top of the next page.
00:30 Now let's take a look at this same eBook, only without proper chapter breaks.
00:38 And as you can see, all the content flows together in one continuous stream,
00:42 creating a poor reading experience. So, now let me show you how to create
00:48 chapter breaks in an EPUB file. Keep in mind that the method I’m about to
00:53 show you, works with both InDesign CS4 and InDesign CS5.
00:57 I’ll go ahead and open my InDesign document.
01:02 When I initially laid out this book, I set it all up within a single InDesign document.
01:08 So, if I export the file as it is, the chapter breaks will not be maintained in
01:12 my EPUB file. It will end up with an eBook that has no
01:16 chapter breaks. So, in order to create the chapter
01:20 breaks, I need to first create a separate Indesign document for each chapter and
01:24 section of my book. Then I need to collect all of those
01:28 documents together into a single InDesign Book file so that they are treated as a
01:32 single publication. Now, there are different ways to break up
01:37 a document into multiple documents, but here's the method that I prefer because
01:41 it's clean and fairly simple. The first thing I'll do is a save a copy
01:46 of this publication, as an InDesign template file.
01:51 I'll choose File, and then Save As. I'll send this to the desktop, and for
01:55 the file format, I want to make sure and specify the InDesign CS5, or if you're
01:59 working with InDesign CS4, the InDesign CS4 template format.
02:08 Notice the file extension ends with INDT, which stands for InDesign template.
02:15 I'll save that, and that's the document that I now have open.
02:20 So, now I need to select all of the pages in the Pages panel.
02:27 I'll select the first page, too. You can't actually delete all the pages,
02:31 there has to be at least one page left in the Pages panel.
02:35 So, I'll select page two, scroll to the bottom, while holding the Shift key I'll
02:40 click page 26, so that selects all of the other pages in between.
02:45 And then I'll click the Trash icon to delete all the pages.
02:51 And now that all of the pages are deleted, I'll go ahead and remove the
02:54 content from page one. I'll choose Edit > Select All and then
03:00 press Delete or Backspace, I'll go ahead and save this, and now I can close this file.
03:09 So, this first step creates a template and insures that of the paragraphing
03:13 character styles, master pages. The TOC style, and all other document
03:19 elements are available in each document that makes up my publication.
03:24 So, the next step is to open up the template.
03:28 I'll choose File > Open, navigate to find my template document, and click Open.
03:36 Notice that this opens a new untitled copy, that's based on the original
03:40 template file. Now I'm going to open up my original publication.
03:50 And I'm going to place both of these documents side by side.
03:54 You can do that by clicking on this icon here in the Application bar.
03:59 This is the Arranged Documents icon. From this menu, I'll choose the Two Up option.
04:05 That places the documents side by side. So, now all I need to do is select the
04:10 pages that I want to create a separate document out of.
04:15 Into my untitled document. I'll start with the cover since the cover
04:19 should always be in it's own InDesign document.
04:22 I'll drag the cover page icon over to the top of the untitled document and release
04:26 the mouse button. And then I'm asked how I would like that
04:31 page to be inserted. I'd like to insert it at the start of the
04:35 document and then click OK. Now, I'll switch over to that document
04:41 and notice that that page was added to the beginning of the document, so now I
04:45 can select this last page and delete it. Now, I need to save this document.
04:52 I'll choose Cmd+S or that's Ctrl+S on the PC.
04:56 I also need to create a new folder, which will contain all of the components of my publication.
05:02 To do that, I'll just click this New Folder icon, and I'll call this my eBook
05:06 publication, and click Create. And now I'll name this document.
05:12 Now this is the cover document, and it's the first document in the publication, so
05:17 I'm going to precede the file name with a number.
05:21 This'll make it easier to add the documents to the Book file, and it'll
05:24 keep all of the documents in the right order.
05:28 Okay, I'll go ahead and save this. Now I'm going to create another untitled
05:32 document, based on that template. Choose File > Open, select My Template
05:38 Document, open that. Again a new untitled original based on
05:43 the template is created. I'll switch back over to my main
05:47 document, and now I need to select the next page or pages that should comprise
05:52 the next section of my document. And in this case, it's a little difficult
05:59 to see these thumbnails In the Pages panel, so it's also difficult to know
06:03 what belongs on each page. So, here's a little tip for you.
06:09 From the pages panel menu, choose Panel Options, and I can make the page
06:14 thumbnails much bigger by simply choosing from this size menu, a larger size.
06:21 So, I'll choose large and click OK. That makes it a little easier to see
06:26 what's on each page. I can make those thumbnails even bigger.
06:31 Oh, and that's much easier. So, now I can see by looking at this page
06:34 icon, that this is the table of contents. I want that to appear on its own page in
06:40 the eBook, so I'll drag just this page icon over, insert it at the start of the
06:45 document, click OK and now I'll save this.
06:50 Actually, I'll go ahead and delete this extra, unnecessary page.
06:55 I'll just drag it to the Trash icon at the bottom of the Pages panel and now
06:58 I'll save this document. This is two contents.
07:05 Alright, let's repeat that process one more time.
07:09 From the File menu I'll choose > Open. Locate my InDesign template document.
07:17 That makes a new untitled original from my original document, I'll select the
07:23 first section. So, section one should be on its own page
07:28 in the eBook. Again, I'll just drag that over.
07:32 However, if I wanted to drag an entire chapter, I could do that as well.
07:37 So, let's say that I'm ready to drag over chapter one.
07:40 I would just click the first page icon for that chapter.
07:44 Navigate to the bottom or to the last page of that chapter.
07:48 Shift+click that page icon to select all the pages in that chapter.
07:53 And then when I drag this over, InDesign will copy all the pages into my new
07:57 untitled document. All I need to do now is delete this last page.
08:06 Now to save time, I've already divided this document up into multiple documents,
08:11 so I'll go ahead and hide InDesign for a moment.
08:15 And all of my documents are contained within this folder here.
08:22 So, the next step is to create an InDesign Book file, and collect all of
08:26 these documents together into that Book file.
08:31 To create an InDesign Book file, go to the File menu, choose New, and then Book.
08:39 You'll want to select a location for your book.
08:43 To do that, I'll just select a folder, that I want to add it to.
08:47 And I'll call this my sample book, save it within this folder.
08:54 And I get a new panel, now I need to add all those documents I created earlier, to
08:58 this panel, by clicking the plus sign at the bottom of the panel.
09:06 Here's the folder with all those documents.
09:08 I'll select the first one and while holding the Shift key, I'll select the
09:11 last one. That selects all the documents.
09:15 Now I can click Open and they're being added to the Book file.
09:18 I'll just go ahead and click the Save icon to save the book.
09:22 And now I'm ready to export the EPUB file.
09:26 From my Book file. To do that, go to the Book panel menu,
09:30 and choose export book to EPUB, this will export the entire book as a single publication.
09:38 I'll just go ahead and send this to the desktop.
09:43 And now I can click Save. I'll make sure and select this option so
09:47 that I can view the eBook after exporting it.
09:51 And I'd like my images to have a higher quality, so from the Image Quality menu,
09:55 I'll choose High. And then in the Content section I need to
10:00 specify a few options as well. I want to generate a table of contents,
10:05 so I'll include the InDesign TOC style that I've created.
10:11 It's called navigation guide, and I want to suppress those automatic entries, so
10:15 that the document names themselves don't appear within my table of contents.
10:21 I also want to include the style definitions, but I don't want to preserve
10:25 any local overrides, and I definitely don't want to include the embeddable fonts.
10:31 Because I have no idea which eBook reader my eBook will end up on, and, again, not
10:35 all eBook readers support embedded fonts. All right, I'll click Export.
10:43 When you export an EPUB document from a Book file, each chapter is converted into
10:47 a separate XHTML file within the EPUB document.
10:52 Then, when an eBook reader encounters a new XHTML file as you're flipping through
10:58 the pages, It always loads that new file, as a new page in the eBook reader.
11:04 This is especially important for long or complex eBooks, because the pages render
11:09 faster in an eBook reader when an eBook is made up of several XHTML files.
11:15 So, here's the final eBook. Here's the Table of Contents.
11:19 If I click in Section One and then navigate upward, you can see that some
11:23 blank space was left at the bottom of the contents page because it's in its own page.
11:31 Going to the next page here at the end of section one and and the beginning if
11:35 chapter one. So, the page breaks work.
11:39 So, that's how you use an InDesign Book file to create chapter breaks in an EPUB file.
11:46 This method offers you complete control over chapter breaks, but at the same time
11:50 it can be quite time consuming to break up a document into separate documents.
11:55 Especially if you're working with a very large document, but the results are
11:59 definitely worth the time and effort, in my opinion.
12:03 So, if your entire publication has been set up within a single InDesign document,
12:07 and you have InDesign CS5, there's an alternative method for you.
12:13 You can take advantage of the new Export feature, which references the first level
12:17 entries in a TOC style, in order to create the chapter breaks.
12:22 However, if you're working with a publication that's already been set up
12:26 using a Book file. Then you might as well take advantage of
12:29 it and just export your EPUB file from that Book file.
12:33
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Using first-level TOC entries in InDesign CS5 to create chapter breaks
00:02 In this lesson, I'm going to demonstrate how to create Chapter Breaks in an e-book
00:06 using an amazing and time-saving feature that's available in InDesign CS5.
00:12 It is possible to create Chapter Breaks in an e-book by setting up an InDesign
00:16 Book file and exporting the EPUB file from it.
00:20 But this method can be tedious and time consuming especially when working with
00:24 large documents. So, an alternative method for creating
00:29 Chapter Breaks is to use a special export option that's available in InDesign CS5.
00:35 When I laid out this book, I set it all up within a single InDesign document.
00:41 I also consistently applied specific paragraph styles to all the main chapter
00:45 headings, and section headings. On this spread, you can see that I've
00:52 applied the section title style to the section one heading.
00:59 And since this graphic is an anchored object, I applied a style to the
01:03 paragraph in which it's anchored. It's called section opener icon.
01:09 This way, I could center the graphic within the text frame, and add space
01:13 below it. On the next page, you can see that I
01:17 applied the chapter number style and the chapter name style to all of my chapter headings.
01:24 So since I've consistently applied these paragraph styles to all the main headings
01:28 in my book. I can reference them with a TOC style.
01:32 Now, a TOC style is normally used to create an automatic table of contents.
01:38 But in this case I'm going to use it to create the navigation guide in my e-book
01:42 and at the same time I'm going to use it to create the Chapter Breaks.
01:48 I've already set up the TOC style. Let me show how I set it up.
01:53 From the Layout menu, I'll choose Table of Contents styles and here is the style
01:57 that I created, called Navigation Guide. I'll double-click that to edit it.
02:04 So here are the settings from my TOC style.
02:07 Notice that I've included just two paragraph styles.
02:11 Section Title which is applied to the section heading text and Chapter Name
02:15 which is applied to the name of each chapter.
02:19 And then, also, notice that both of these styles have been set up as Level 1 entries.
02:25 InDesign will only create the Chapter Breaks out of the Level 1 entries and the
02:28 TOC style, so make sure that they've been set up that way.
02:34 If there were a Level 2 entry, it would be indented like you see here.
02:39 So, when i export this document as an EPUB file with the right export option selected.
02:45 InDesign will locate all the paragraphs that either have the section title or
02:50 chapter name style applied and create a new XHTML document for each section and
02:56 chapter found. Then, when you open the EPUB file, each
03:02 time the e-book reader encounters a new XHTML file.
03:06 As you scroll through the pages, the content will be loaded at the start of a
03:09 new page. Alright.
03:12 So with the TOC style set up, I'm now ready to export my document.
03:17 I'll go ahead and cancel these dialog boxes, and from the File menu, I'll
03:22 choose Export For, and then EPUB. I'll send this to the Desktop.
03:28 I'll go ahead and overwrite the other EPUB file with the same name.
03:33 Now, in order for this to work properly, I have to specify the right export options.
03:38 And in this case, the options that I need to work with, are located in the Content Section.
03:43 So the first option that I need to turn on is include InDesign, TOC entries.
03:49 That way I can access the TOC style that I've set up.
03:53 I want to reference this specific TOC style, the navigation guide style that I
03:57 had set up. And we were looking at, just a moment ago.
04:02 And then, I also want to make sure to suppress the automatic entries for the
04:05 document names. So that the names of my documents don't
04:09 appear in my Navigation Guide as well. And then, this is the special option
04:14 that's available in InDesign CS5, use first level entries as Chapter Breaks.
04:20 This is that option that will create Chapter Breaks in the EPUB file.
04:25 So with these options properly selected I'll export to EPUB file and here's my e-book.
04:34 Notice that the table of contents or navigation guide over here on the left
04:38 was properly generated. But there is one problem with my document.
04:47 Notice that chapter 2 starts with the actual name of the chapter and the
04:51 chapter number was left behind at the end of the preceding chapter.
04:57 If you recall in my InDesign document, I set up the TOC style to reference the
05:01 section title and chapter name styles which are applied to the section name and
05:06 chapter name; however, my chapters don't start with this text.
05:13 My chapters start with the page number. And my sections start with this graphic.
05:20 But if I go back to update my TOC style in order to reference the paragraph style
05:24 thats applied to this graphic. And the paragraph style that's applied to
05:30 the chapter number the table of contents in my ebook over here on the left won't
05:34 properly be generated. And let me show you what I mean.
05:40 I'll go back to InDesign. And to edit the TOC style, I'll go to the
05:44 layout menu, and choose table of contents styles.
05:49 I'll double click this style to edit it. And I'll remove both of these styles from
05:54 this list. And now, I'll reference the other two
05:58 styles instead. I want to reference the chapter number
06:03 style, the style that's applied to the actual number of the chapter.
06:07 And I also want to reference the section opener icon style.
06:15 There it is. I'll just add this as well.
06:18 Now this is a level 2 item. I want to make sure and convert this to a
06:23 level 1 entry and now I can click okay. That's all there is to it.
06:28 I'll click okay once again and I'll export the EPUB file.
06:34 I'll go ahead and overwrite the pre-existing file.
06:38 These options have been remembered, so I'll click Export.
06:39 And if I scroll through this document, this icon is now gone from the content section.
06:41 And is appearing at the top of this section, as it should.
06:56 And chapter one number, is appearing at the top of the chapter.
07:00 So, now the chapters and sections are breaking in the correct places, but
07:04 notice what happened to my navigation guide.
07:09 It was created based on the wrong text. Notice that a blank space appears where
07:14 the section opener graphic was referenced.
07:17 And the chapter numbers are appearing. So we have ourselves in a bit of a catch-22.
07:24 So how are we going to work around this? Well, I could just redesign the book.
07:29 I could remove the graphic and the page number at the start of each section and
07:33 chapter, and instead start them with a simple name.
07:37 But I would rather keep the current design, so to fix this, I'll have to
07:41 re-export the EPUB file, with the original settings that I had, and then
07:45 edit the EPUB file with my XML Editor. Let's do that.
07:51 I'll go back to InDesign, from the File menu, I'll choose Revert, this will
07:55 revert the document to the last saved original.
08:00 And now, my table of contents style or TOC style is referencing, once again, the
08:05 section title and the chapter name. So I'll export this.
08:17 I'll go to the content section make sure and include the In Design TOC entry
08:22 suppress automatic entry for documents and definately use the first level
08:28 entries as Chapter Breaks and here is the EPUB file.
08:35 The navigation guide was created properly but once again that icon is appearing in
08:41 the incorrect position and the chapter number is also not in the correct place.
08:49 So I'll open this e-book up into Oxygen, my favorite e-book editor.
08:55 From the Archive Browser panel, I'll click the Open Archive button, locate my
08:59 EPUB file and open it. Here are all the XHTML files that were generated.
09:07 I'll open this one up and notice at the bottom of this XHTML document is the
09:12 section opener icon. This shouldn't be here.
09:17 So I need to select this entire div element.
09:20 I'll cut it, Command or Ctrl+X, I'll save the file, and now I'll jump to the next
09:25 XHTML file. And I need to paste this at the start of
09:31 this document and the beginning of all the text is within this outermost development.
09:40 I'll paste the div tag I just cut, Command or Ctrl+V, and I'll save the div element.
09:47 And at the bottom of all the content in this XHTML file is the chapter number
09:51 that shouldn't be along here. I'll cut this, save the file, jump to the
09:57 next XHTML file, and paste this above the h1 or main heading, chapter 1.
10:05 Save that and let's view the results of my work Hide Oxygen.
10:12 I'll also hide InDesign to get it out of the way and I'll double click the EPUB
10:18 file to open it up again. That'll refresh it.
10:24 If I now click on the Contents Entry, that takes me to the Contents Page and
10:28 the Graphic is no longer here. It now appears in the correct position at
10:33 the top of section one and the chapter number appears in the correct position here.
10:41 So as you can see, referencing the First Level Entries in a TOC style can really
10:45 speed up the process of creating Chapter Breaks in an EPUB file.
10:51 And you've also learned, just how easy it is to fix an ePUB file by editing the
10:56 XHTML files within an XML editor. This is a fix that I otherwise couldn't
11:04 have done within InDesign.
11:08
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Controlling the reading order of text and graphics
00:02 In this lesson, you'll learn how to control the reading order of text and
00:05 graphics in an eBook. Since the ePUB file format does not
00:09 define page structure, the relative position of all the design elements in
00:12 your InDesign document, is discarded when you export an ePUB file.
00:18 And as a result, all the content flows in a linear order.
00:22 Let me show you what I mean. This sample layout contains 4 colored shapes.
00:28 Notice how they're arranged on the page. When you export an ePUB file, InDesign
00:32 exports the text and graphics, in the order that they're arranged on the page,
00:36 from the left to the right, then from the top down.
00:40 So knowing that, what order do you think these shapes will appear in, within the
00:44 ePUB file? Well, shape number one is the left most
00:47 object, shape number two is the next object, three the next, and shape four is
00:52 the right most object. I'll go ahead and export the ePUB file.
00:57 From File > Export For > ePub, I'll send this to the Desktop and save it.
01:03 And as you can see, the shapes now flow in a linear direction with the leftmost
01:09 shape at the top of the page in the rightmost shape at the bottom.
01:16 So, now let's see what happens if I relocate the shapes on the page.
01:20 I'll reposition shape 3 to the left of shape 2.
01:24 And then, I'll position shape 4 in that same position but slightly below shape 3.
01:31 I'll also line them up along their left edges.
01:33 I'll select both objects, and from the Align panel, I'll click To align the left edges.
01:40 So, now they share the same x position. What order do you think the shapes will
01:44 be in now? Well, based on the fact that the objects
01:47 are exported from left to right and then from the top down, I would predict that
01:51 shape one will appear first, then shape three, then shape 4, since it's below
01:55 shape 3 but on the same x position. And then finally shape 2, since it's the
02:02 rightmost object. Well let's find out.
02:05 I'll go ahead and export the ePUB file. (BLANK_AUDIO) And that's exactly what happened.
02:13 So, as you can see there are is a way to predict the ordering which InDesign will
02:17 export the text and graphic frames when you export an ePUB file.
02:22 All right, lets take a look at our real world example.
02:25 This is a multiple page document. When exporting multiple pages to an EPUB
02:29 file, InDesign exports them in the correct order starting with page one.
02:34 And then as each page is exported, the left to right, top down rule, is applied
02:38 to all the objects. On page six, I have an image and a caption.
02:44 The image frame has a text wrap applied to it, and the caption frame does as well.
02:49 So, this way, the text flows around them. And then on page 13, there's another
02:53 image and a caption. And both of these frames have a Text Wrap
02:57 applied to them as well. So, what do you think will happen when I
03:01 export this document as an ePUB file? Where will the images and captions appear?
03:06 Well, let's find out. I'll go ahead and export the ePUB file.
03:12 And I want to create chapter breaks. So, from the Contents section, I'll
03:16 select Use First Level Entries as chapter breaks.
03:22 Now, that leaf image should appear close to the beginning of chapter one.
03:27 But it's not, it should have appeared somewhere in here, and that other image
03:30 should have appeared close to the start of chapter two.
03:34 But it's nowhere to be found. So where are they?
03:38 Well if I scroll all the way to the bottom of the document, I'll find them.
03:43 And there they are, all decreased as size of the text, so that I can fit both
03:47 images on the same page. And as you can see, they're definetely
03:51 not in the correct position. Also, notice, that the caption, for the
03:55 Leaf image, is above the image, instead of below it, like it should be.
03:59 But why? Well, let's go back to InDesign, and I'll
04:01 explain why this is happening. Well first of all, since all these text
04:07 frames are linked together as a single story, InDesign treats them as a single object.
04:15 Since the first text frame of the story is located at the very beginning of the
04:18 document, this is the first object that's exported.
04:22 So that's why the images are appearing at the end of all the text.
04:26 So why did that caption appear above the leaf image instead of below it?
04:31 I'll go ahead and zoom in and we can find out.
04:33 If I take a real close look, notice that the caption frame is positioned just
04:37 slightly to the left of the image frame. So that's why it's exporting first, and
04:43 then appears above the image in the EPUB file.
04:47 Now I could fix all this by extending or relocating the frames in the document but
04:51 that will change my layout too much. Though in order to control the exact
04:56 position of the images and captions, I need to anchor them within the main body
05:00 of text so that they flow with the text To create an anchored object select the
05:04 object and then in this case I'll cut it from the edit menu.
05:11 I'll choose cut. I'll move this caption frame out of the
05:14 way and then you want to select a type tool and position your cursor within the text.
05:20 I'll enter an extra paragraph return. That's where I would like to anchor the
05:24 image and then I'll paste the image from the edit menu.
05:27 I'll choose paste. So now the image is flowing within the text.
05:32 If I were to insert some extra paragraph returns, that forces the text down.
05:38 And the image, since it anchored to that paragraph within the text, moves with the text.
05:45 So when I export this as an e-pub file, the image will be located in that same position.
05:51 Now the paragraph style thats currently applied to the paragraph in which the
05:55 image is anchored is the body text style which applies an indent to it.
06:01 So that's why you see the image indented. I actually have another style to apply to
06:05 the image. And to apply it I'm going to click in the
06:08 paragraph below and then with the arrow key on my keyboard the up arrow key I'll
06:12 press up once. And that selects the paragraph, that the
06:18 image is anchored within. If you look very closely, you'll see a
06:21 blinking cursor that's the height of the image here on the left side.
06:26 So with that paragraph selected, I can apply the paragraph style that I've
06:30 created for it, called image spacing center.
06:34 All right, I'll go ahead and zoom out a bit, and let's place the caption text
06:38 within the main body text as well, but this time I'm going to select the text
06:41 within the frame. I'll just choose Cmd A or Ctrl A on the
06:47 PC to select all the text, and then I'll cut it, Cmd X or Ctrl X I can delete this
06:52 frame, and now I'll paste that text above this paragraph, but below the image.
07:02 Now there's just a little too much space above the caption, and that's happening
07:05 because of the text wrap. I don't need that text wrap anymore, so
07:09 I'm going to turn it off. I'll select the image And from the text
07:12 wrap panel, I'll just turn that off. And now, I'm noticing that there's just
07:17 not enough space below the caption itself, so to increase the amount of
07:21 space here, I'll select this paragraph, and I'll update the paragraph style
07:26 caption, I'll double-click it, and from the indents and spacing category, I'll
07:30 add space above Or a space before of about 12 points.
07:37 And I'll even add a little space after. That add space above and below the caption.
07:44 I also would like to add a little bit more space above the image.
07:47 So to do that, I'll update the paragraph style.
07:50 This time, I'll right click the image spacing paragraph.
07:54 And from this menu, I'll choose edit. And then the name of the style, go to the
07:59 indents and spacing category, and apply some space before.
08:04 All right, that's looking much better. Now here's one very important thing to
08:08 keep in mind when anchoring graphics or images within text.
08:12 You need to use automatic leading. Because if I were to update the paragraph
08:18 style for the image spacing and apply a fixed leading value, that is anything
08:22 other than auto such as 14 points and click okay, this is what's going to happen.
08:30 So you need to use auto leading. When you use auto leading.
08:36 The leading value takes on the height of the image.
08:40 All right, so now that I've anchored this image within the text, when I export the
08:45 ePUB file, I can be sure that it will appear in the correct position.
08:54 And there it is, with the caption, notice it's centered, there's space above and
08:57 below it. If I decrease the text size you can see
09:01 that there's space below the caption as well.
09:05 So, now you understand how to control the reading order of the text in graphics in
09:08 an ePUB file. For documents that have a relatively
09:12 simple design, this method works quite well.
09:15 But as you can probably imagine trying to convert a more complex layout in ePUB
09:19 could take a lot of work. Trying to maintain the correct order of
09:24 everything could be challenging. So, if you have InDesign CS5, there's an
09:27 alternative method that you can use for determining the reading order of the text
09:31 and graphics. With this method, you can actually leave
09:35 the layout as it is. And instead, tag everything with XML tags.
09:40 Then the order of the XML tags determines the reading order, of the text and
09:44 graphics in the ePUB file instead of the arrangement of the frames on the page.
09:50
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Using XML structure in InDesign CS5 to control reading order
00:02 One of the greatest challenges of eBook production is converting a complex layout
00:06 to a EPUB file. The more complex the layout, the more
00:10 challenging it can be to control the reading order of all the texting graphics.
00:15 In this lesson, I'm going to demonstrate how to use the XML features in InDesign
00:19 CS5, to control reading order, and as a result speed up the conversion process.
00:26 Let's say that you're working with a document that contains a lot of sidebar
00:29 elements that run along the outer edges of each page.
00:33 Somehow, you're going to need to specify where you want them located in the EPUB file.
00:37 Otherwise, they'll most certainly end up on the wrong page.
00:41 Within InDesign CS4, you would need to anchor all the side bar elements within
00:44 the main body of text in order to control their position, which could be quite time consuming.
00:51 But with InDesign CS5, you don't actually have to modify your layout at all.
00:56 Instead, you can label the elements in your document with XML tags.
01:00 And then InDesign can export the text, and graphics, based on the order of the
01:04 XML tags in the Structure pane. You don't even have to know anything
01:09 about XML to make this work. So, let me show you how this works.
01:13 This sample layout contains four colored shapes.
01:16 Also notice that they're numbered 1 through 4.
01:19 Now, if I export this document using the default Export settings, the objects will
01:23 be exported from left to right and from the top down.
01:28 Knowing that, I can predict that shape 1 will appear first, followed by shape 3,
01:33 then shape 4 and shape 2 will appear last.
01:38 I'll go ahead and export the EPUB file. From the File menu, I'll choose Export 4
01:44 and then EPUB. I'll specify the Desktop and Save it, and
01:48 Export it, and just as I predicted that's how the shapes are ordered.
01:54 So this time, instead of basing the export order of the objects on their
01:58 current position in the layout, I am going to use XML tags.
02:03 Let's say that in my eBook, I want the shapes to appear in numerical order,
02:08 starting with number 1 at the top, and ending with 4 at the bottom.
02:14 When I apply the tags, I want to apply them in that order.
02:18 Now, before I can apply the tags though, I first need to create them.
02:22 To create XML tags, you need to use the Tags panel, which you can find by going
02:27 to the Window menu, choosing Utilities and then Tags.
02:32 At the bottom of the Tags panel is the Create New icon.
02:36 Click that to create a new tag, and I'll call this Graphic, since I'm going to
02:40 apply it to my graphics. I'll press Enter or Return to apply that.
02:45 And now, I can apply this tag to each of these four graphics.
02:49 And I'll apply in the order that I want them to be exported in.
02:54 So, I'll select the first graphic. And to apply the tag, I'll just click the
02:57 name of the tag. Select the second graphic, apply the tag.
03:05 And now the tag has been applied to all four graphics and I've explicitly
03:09 identified them as XML elements, I can now determine their export order by using
03:14 the Structure pane. I'll open the Structure pane by choosing
03:20 View > Structure > Show Structure, the Structure pane, displays all the XML
03:24 elements in the document. I'll click this triangle, in front of the
03:29 root element, and notice that the graphic element appears four times.
03:34 One's for each shape that I assigned a tag to.
03:37 If I double- click an element, I can see which shape it's applied to, because it's
03:41 selected in the layout. And if I select the shape on the page,
03:45 its corresponding element is underlined in the Structure pane.
03:50 So, if I select the first shape, that's the topmost element, the second shape is
03:54 the second element, the third is the third element, and the fourth shape is
03:58 the last element. So, when I export this document as an
04:03 EPUB file, the shapes will appear in the order in which they appear here in the
04:07 Structure pane. Alright I can export the EPUB file.
04:17 I'll just overwrite the pre-existing EPUB file.
04:22 And now since this document contains XML structure, this option, same as XML
04:27 structure is available. I'll go ahead and select it and click Export.
04:34 And that worked. As you can see, by tagging the elements
04:37 and making sure that their position is correct in this Structure pane.
04:42 You can determine their reading order in the EPUB file, without having to modify
04:45 your original layout. All right, let's take a look at a real
04:50 world example. I'll go ahead and close this file.
04:55 This document contains a number of pages. It contains a couple of sections, and
05:00 several chapters of text. It also contains a couple of images.
05:04 On page six, I have an image that's floating on the page.
05:08 The caption below it is floating as well. And a text wrap has been applied to both
05:13 frames, so that the text flows around them.
05:16 Now, with InDesign CS4, I would have to anchor the image and caption within the
05:21 main body of text. But now, I don't have to modify my layout
05:25 at all, because I'm going to base the reading order of the text and graphics,
05:29 on the XML structure instead. I'll open up the Structure pane.
05:37 And as you can see by looking at the Structure pane, there aren't any XML tags
05:40 applied yet. So, I need to do that first before
05:44 exporting the EPUB file. Now to expedite the tagging process, I'm
05:49 going to take advantage of a very handy feature called Map Styles to Tags, which
05:54 can be found by going up to the Structure pane menu.
05:59 And choosing Map Styles to Tags. This dialogue box lets you map XML tags
06:04 to paragraph styles, so the text that's using the paragraph styles gets tagged
06:09 automatically for you. This will save you a lot of time.
06:15 Now, before we can use this feature, you first need to apply paragraph styles to
06:19 all your text. Which you have to do anyway in order to
06:22 format your text in the EPUB file, and you also need to have create XML tags.
06:28 This document doesn't contain any XML tags so I'll create those first.
06:33 I'll go ahead and cancel this. We'll come back to this dialog box shortly.
06:38 I'll hide the Pages panel, and here's the Tags panel.
06:41 So, I need to create tags, which will correspond to each of the paragraph
06:46 styles that I'm using in my layout. Now, I don't need to create XML tags for
06:52 all the paragraph styles in my document. Only for those that are applied to the
06:57 section headings, chapter headings, the body text, and the image captions.
07:02 So, I'll create a new tag for the section title.
07:06 To do that I'll click the create new icon at the bottom of the Tags panel, and I'll
07:10 call this section title. Now watch what happens when I press
07:14 Return or Enter. I'm reminded that a tag name cannot
07:19 contain spaces or tabs. So, I'll rename this but this time, I'll
07:24 include a hyphen where the space is in the paragraph style name.
07:30 And now I can apply that by pressing Enter or Return.
07:32 So, then I would go on to the next style. If you want, you can also just edit a
07:39 style, and copy it's name, Cmd or Ctrl C. And then when you create the tag, it's
07:46 easier just to paste that in, Cmd or Ctrl V.
07:49 Of course I do need to replace the spaces with hyphens.
07:54 So, I would just keep repeating this process for all the paragraph styles that
07:57 I want to apply tags to. Now, to save time, I already created the
08:03 tags and from the Tags panel menu, I saved them.
08:08 So, now all I have to do is load the tags.
08:11 They're located on my desktop, and it's called XML tags.
08:15 It's an XML file. When I open this, it adds all the tags to
08:19 the panel. So, now that I have XML tags, I can now
08:24 apply them to all the text and graphics in my layout.
08:29 I'm going to use the great feature, Map Styles to Tags, in order to automate that process.
08:36 From the Structure Pane menu, I'll choose Map Styles to Tags, and I'll just go down
08:41 this list. I don't have to worry about the page
08:45 number, or the running header, they're not exported anyway.
08:48 I'm not going to worry about the TOC styles, but the section title needs to
08:53 have the tag called Section Title applied to it.
08:58 Section Opener icon, as you can see it's just a matter of going down this list and
09:02 applying the correct tags to the correct style, chapter number.
09:08 Now, if the paragraph style names exactly matched the names of your tags, all you
09:13 would have to do is click Map by Name and InDesign will automatically map the
09:18 styles to the tags. So you wouldn't have to go down this list
09:24 and manually do it. So, think about that the next time you
09:27 set up an InDesign document, that you know you're going to export as an EPUB file.
09:32 Name your styles so that you can easily map them to tags later on.
09:39 You'll see why this is important here shortly.
09:42 Almost finished. And I don't have to worry about the image
09:49 spacing style because it's not even being used in the document.
09:53 I also don't need to worry about all the character styles.
09:56 All right. I'll click OK.
09:58 And now, InDesign has just mapped all the styles to tags and in the Structure pane,
10:03 you can see that. Notice that four story elements were created.
10:09 Let me zoom out and show you why that happened.
10:12 I'll double-click this story element to find out which frame it is assigned to.
10:18 Its assigned to all the text in the Table of Contents frame.
10:22 And this Table of Contents frame is not connected to the main story.
10:27 I'll switch over to Normal View mode, so you can see the text threads.
10:31 So, this is a separate story, that's why it's appearing over here.
10:35 Now, if I were to export this as an EPUB file right now, the table of contents
10:39 would end up below this story. Which I just double-clicked, and can see
10:44 that that's the main bulk of all the text in my layout.
10:48 So, we don't want that. So, I need to reorder this element I need
10:51 this story element which contains the contents.
10:55 And I need to drag this up soon as I see the black line, I can let go of the mouse
10:59 button and I've re-positioned it above that story element.
11:04 So, what are these two story elements? I'll double-click to find out what
11:07 they're applied to. And they've been applied to the text
11:12 within these caption frames. Remember, these are floating frames and
11:17 whenever InDesign encounters a frame, InDesign applies the default story
11:21 element or story tag to it. So, this reminds me I actually need to
11:27 apply image tags to my images. I'll go ahead and find that tag.
11:33 I know I created it. There it is.
11:35 So, with this graphic selected, I'll apply image to it.
11:38 That appears now in the Structure pane. And there is another image on page thirteen.
11:44 All right. So, now what I want to do, is make sure
11:48 that the caption appears properly below the correct image.
11:52 So, I'll double-click this story element to find out what caption that is.
11:57 That's the caption that belongs to the leaf image.
11:59 And the leaf image, if I select it, that's this element here, which is underlined.
12:04 So, that's the top story, I'll drag below this image.
12:08 And then that means that this story element belongs to this image, and let's
12:12 double-check my work. I'll double-click this image and then
12:15 double-click the story. And that's correct.
12:18 Now, If I were to export this as an EPUB document right now, the images and their
12:22 captions would appear at the very bottom of all the text in the document.
12:28 Because, they're located beneath the story element in the Structure pane.
12:33 So, I actually need to relocate these image and story elements for the images
12:37 and captions. Within the main story element, which
12:41 contains all of my text. Notice that many of these element names
12:47 are the same. Section Intro is repeated many times.
12:51 Body Text Indent, is repeated many times. So how do you identify, one element from another?
12:57 Of course, one way to do that is to double-click the element.
13:01 But without having to do that, you can also show text snippets.
13:04 And in quotes, you can see a little snippet of the beginning of the text in
13:08 that paragraph. If you don't see the text snippets, you
13:12 can turn them on by going to the Structure Pane menu and choosing Show
13:16 text snippets. In my case, I'm already viewing them.
13:21 So, what I need to do is zoom out. And in my layout, identify the paragraph
13:26 that this image and its caption should be positioned near.
13:31 So, I'll just click that paragraph in my layout.
13:35 And the corresponding element is underlined for me.
13:38 And here's the snippet of text. Let's remember that, so keeping that
13:42 snippet of text in mind, I'm going to move down to the bottom of the structure,
13:45 select the image. And the caption together, holding the
13:49 Shift key to select both of them. Then I have to drag this up.
13:55 And scroll to the top. Here's chapter one, now I'm looking for
13:58 that paragraph. I'll position this just below that paragraph.
14:04 So, it's not possible when using the XML structure to determine the reading order
14:08 of the text and graphics in an EPUB file. It's not possible to place these image
14:13 elements, within the text so it flows between it like it is doing in the layout.
14:20 This paragraph starts with three lines, get broken up by the image and ends with
14:23 two lines. So, you can only do that by anchoring the
14:27 graphic within the text. Alright, so let's navigate to the next
14:32 image and find out where it needs to be located.
14:36 It needs to be located after this paragraph here.
14:40 So, I'll click this paragraph to find out where that is highlighted in the
14:43 Structure pane. There it is.
14:46 Let's remember this snippet of text. Of course, I'm using sample text.
14:50 With real text, it would be much easier to identify.
14:54 I'll scroll to the bottom. Select the image and its corresponding caption.
14:59 Drag this up, and I'm looking for, here's chapter four, here's chapter three, and
15:04 here's chapter two, and I'll just drop this about right here.
15:09 Alright so now, the elements in the Structure pane, have been properly ordered.
15:15 I can now export the EPUB file. Make sure that same as XML structure is
15:22 selected, and then in the contents section, I also want to make sure.
15:27 And use the first level entries in my TOC style as the basis for the chapter breaks.
15:33 I'll click Export. it appears that I've forgotten to tag the image.
15:40 This is a very important lesson learned. If you don't tag it, it won't get exported.
15:46 But let's take a look. Here's chapter one.
15:49 The image appeared in the correct position.
15:54 And, if I scroll to chapter two, the image appeared in the correct position
15:59 here as well. Alright, so let's go back to my layout,
16:04 and tag the cover image so that it's exported as well.
16:11 With the Selection tool, select the image, and apply the image tag.
16:15 That sends it to the bottom of the Structure pane, so I'm going to relocate
16:18 it to the top. All right, I'll go ahead and export the
16:22 EPUB file. All those options are still selected
16:29 because InDesign remembers the last selections that you made.
16:35 And there it is, there is my eBook. The cover page is there, and all the
16:39 images are in the correct position. So, as you can see, by basing the export
16:44 order on the XML structure in your document.
16:48 It can be easier to control the reading order of the text and graphics in an EPUB file.
16:54 And, it's good to know that you have two options for determining the reading order.
16:58
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4. Working with Text
Controlling formatting with paragraph and character styles
00:02 In this lesson, you'll learn how to control the formatting of an eBook with
00:05 paragraph styles and character styles. Now this is one of the most important
00:11 steps in the eBook production workflow. Because the styles that you apply
00:15 identify the various text elements in your document, and they're also converted
00:20 to CSS styles. And it's the CSS styles that determine
00:25 the formatting of your text in an eBook. Now, I've already consistently applied
00:30 paragraph and character styles to all the text in this document.
00:34 To this first paragraph, I applied a style called section opener icon, which
00:38 centers this anchored graphic and adds a little bit of space below it.
00:43 To the chapter title, I applied a style called chapter name, and to this block of
00:48 italic text, I applied a style called body text block.
00:53 To the rest of the text in the chapter, I applied a style called body text indent,
00:57 which adds an indent to the first line of each paragraph.
01:01 I also applied a couple of character styles.
01:05 I applied the italic character style, to any words that need to be italic.
01:09 And, I applied the Bold character style to any words that need to be bold.
01:14 I'd also like to point out, that the size of the body text font, is set at 12 points.
01:22 And, this italic block of text, is also set at 12 points.
01:27 And the chapter title is set at 36 points.
01:32 I purposefully chose these text sizes. Because when the document is converted to
01:37 an ePub file, 12 points is converted to 1 m unit in this CSS file.
01:42 So that means that 36 points is converted to three m units.
01:47 Because it's three times larger. So now I'll export the ePub file.
01:51 From the File menu, I'll choose Export For and then ePub.
01:58 I also want to make sure that Include Style Definitions is selected in the
02:02 Contents section. That way the paragraph styles are used to
02:08 generate the CSS file in the ePub file. But, I don't want to preserve any of the
02:13 local overrides, even though this document doesn't contain any.
02:18 I also don't want to embed the fonts. So I'll leave these two option deselected
02:25 and click Export, and as you can see, my eBook is formatted correctly.
02:33 I'll decrease the text size so that you can see more text on the page.
02:37 And I'll narrow this window a little bit to make it look a little bit more like a
02:41 page in a book. Now, the actual font that's used is not
02:46 Minion Pro, because I didn't choose to embed the fonts when I exported the ePub file.
02:53 So the default font of Adobe Digital Editions is being used instead.
02:58 But the general formatting was preserved. The size of the text was preserved, and
03:04 the relationships between the different text sizes was preserved.
03:10 The graphic is properly centered, there's space below it, there's space below the
03:14 chapter title. All the body text paragraphs have been
03:19 indented, and the bold and italic words were preserved as well.
03:24 So the general formatting is preserved. And now that I'm looking at this a little
03:30 bit more closely. I'm thinking that I'd like to add a
03:33 little bit of space above the graphic in order to add some more white space around
03:37 the top of the page. And to do that all I need to do is update
03:43 the paragraph style in InDesign. So I will go back to InDesign I will
03:47 select this paragraph and I need to add more space before it.
03:52 I will double click the paragraph style to edit it.
03:55 Go to the indent and spacing category. And I'll add a space before value of 36 points.
04:03 And for this space after, I'll add a little bit more as well.
04:07 I'll make that 18 points. And click OK.
04:11 So now that I've redefined the style, those new settings will be used to
04:15 generate the CSS rule. Within the CSS file.
04:19 So from the File menu I'll export that ePub file once again, overwriting the
04:25 pre-existing file that already exists. And there you can see that additional
04:32 space was added above the graphic. Now what's interesting to note is that
04:39 when you add space before in InDesign nothing is added at the top of a
04:43 paragraph if it's at the top of a text frame.
04:48 But when the formatting is converted to a CSS style, the space before is converted
04:53 to a top margin value. Now I'd also like to adjust the lighting
04:58 within this block of italic text. So again I'll go back to the InDesign
05:04 document and I need to update the style. So I'll double click body text block go
05:10 to the basic character formats category and instead of relying on the auto-lighting.
05:19 I'll specify a lighting of 18 points. That'll make it one and a half time the
05:24 size of the text. I'll click OK, and now I can export the
05:30 ePub file again. So as you can see this is really just a
05:36 process of creating the ePub file, double checking your work.
05:41 And then modifying the paragraph styles. Or even the character styles as necessary
05:47 to control the formatting in your eBook. So I can continue going back and forth
05:53 quite a bit until I get a very nice looking eBook design.
05:57 Alright, so now that you understand how paragraph and character styles are used
06:01 to control the formatting of the text in an eBook.
06:06 I'd like to now crack open this ePub file and show you just how the paragraph and
06:10 character styles are converted to CSS styles.
06:14 I'll use the Oxygen XML editor to open it up.
06:18 At the top of the archive browser window, I'll click the Open Archive button.
06:23 Select my EPUB file, and open it up. And then, within the OEBPS folder, I'll
06:29 double click this CSS file to open it. Notice that all the paragraphing
06:35 character styles that we used in my InDesign document.
06:39 Have been converted to CSS styles. So my main body text font, was converted
06:45 to a CSS rule, called body text indent. Notice that the name is the same, except
06:51 that the spaces were replaced with hyphens and now all the letters are in
06:55 lower case. This list of properties was derived from
07:00 the paragraph style. So notice that the font size is set at
07:04 one m unit. Which again is because my body text was
07:08 set at 12 points in the InDesign file. If you look at the chapter name, all the
07:14 way at the top, the font size for the chapter name is three m units.
07:18 Which, once again, that's because the chapter name was set at 36 points.
07:23 Line hide is the letting value and its measured in relationship to the font size.
07:30 The text decoration property is often used to apply things like underlines and
07:34 line throughs which are called strike throughs in InDesign.
07:39 This particular paragraph style didn't specify an underline or a strike through
07:43 so that's why its value is none. The font variant property is often used
07:49 to apply small caps, and the text indent is used to define the indent for the
07:53 first line in each paragraph. So, if I scroll back down to my body text
08:00 indent style, you can see that a text indent value has been applied.
08:06 Because in my InDesign file, this particular style had a text indent value
08:11 of 18 points. Which is equal to one and a half m units.
08:16 And then the text align property is pretty self explanatory.
08:20 It'll either the left, right or center align the text.
08:25 So, here's the body text block, it would actually centered, and here it is, using
08:30 a value of center. And then, notice, the font style, up
08:35 here, has a value of italic. The same is true for my italic character
08:42 style, it's italic. Its font weight is normal.
08:48 However, for my bold character style, it has a font weight of bold.
08:53 Notice that when character styles are converted to CSS rules.
08:58 The names of the rules are preceded with the word, span.
09:01 And then if you take a look at the XHTML document.
09:07 You can see here that this is where the span begins.
09:12 This happens to be the word that was in Bold.
09:15 So this is the word, this is the entire element and the class equals Bold.
09:22 So in an XHTML file span tags are the equivalent of character styles in InDesign.
09:29 Alright. So now that you have a better
09:31 understanding of how paragraph and character style formatting is converted
09:35 to CSS styles. Let me show you what happens when you
09:38 don't use styles to format the text. I'll go ahead and close all this.
09:44 And I'll go back to InDesign. I'll select this entire intro paragraph
09:50 and I'll break the link to this style that's applied to it.
09:55 To do that I'll go to the Paragraph Styles, Panel menu and choose Break Link
10:00 to style. So now no style is applied to this text,
10:04 you can see that. If you look here at the top of the
10:08 Paragraph Styles panel, it says that no style has been applied to it So now this
10:12 text is locally formatted. I'll also just randomly select a word and
10:18 apply Bold to it. So I've just locally formatted this word
10:23 with Bold. That's why you see a plus sign to the
10:26 right of the the style name in the Paragraph Styles panel.
10:31 I'll apply Bold to this word as well. Alright, so I'll go ahead and export the
10:37 ePub file and let's see what happens. I want to make sure that in the contents
10:46 section, once again, I'm not going to preserve those local overrides.
10:51 So when I click Export, none of those local overrides were preserved.
10:57 This first paragraph takes on the default formatting.
11:01 And those two words that I converted to Bold are no longer Bold.
11:07 Now, it is possible to preserve local formatting.
11:12 When you export the ePub file, make sure and select Preserve Local Overrides.
11:20 And now when I click Export, everything is now formatted properly.
11:26 The two words are bold, this paragraph is centered, has the correct lighting, and
11:30 it's italic. However, let me open this up inside of Oxygen.
11:40 I'd like to point out that when you do this, InDesign generate a couple of extra
11:47 CSS rules. if you have a document with a lot of
11:52 local formatting, you're going to get a lot of strangely named CSS rules.
11:57 Which is going to make it more difficult to later on update your CSS file.
12:02 So I really recommend just applying the character styles and paragraph styles.
12:07 That's going to give you the cleanest workflow, it's going to make your CSS
12:11 file much easier to update later on. All right so now that you understand all
12:17 of that I'd like to fore warn you. There are a couple of common mistakes,
12:21 that people make when setting up an InDesign document to be exported as an
12:25 ePub file. And here's a couple of them.
12:29 What they'll do, is they'll select the paragraph, and they want to add, say,
12:33 space after it. So, they'll use, the Control panel, at
12:37 the top, to do that. I'll add some space like 36 points to the
12:42 bottom of this paragraph. I've done that locally so we see the plus
12:47 sign to the right side of the body text indent style.
12:51 This local formatting won't be preserved unless I check the right options when I
12:55 export the ePub file. Another common mistake that people run
13:01 into is in their character style. They created it, they've properly applied
13:08 it but they call it bold. However, they'll use a variation such as
13:15 semi-bold instead. I'll click OK.
13:19 So I've just updated this to use semi-bold which actually isn't available
13:25 the way I've spelled it. So I need to actually change this to
13:31 semi-bold and I'll just. Edit this style and change that to
13:37 semi-bold with a lower case B. Alright.
13:45 So, that font's available. But now watch what happens when I export
13:51 this as an ePub file. This time I will not preserve the local
13:58 overrides, and click Export. So as you can see, the local overrides
14:04 were not maintained. But also notice that.
14:11 Where I faithfully applied character styles, my bold character style, that
14:15 formatting wasn't preserved. Why is that?
14:19 Well, that's because, if a paragraph or a character style, uses a type style, such
14:24 as black, or semi-bold, that text will not appear as bold in the ePub file.
14:31 You must use the actual bold type style, bold must be in the name of it.
14:37 And for italic, the same is true. As long as the name of the font contains
14:41 the word Italic, the text appears italicized in the ePub file.
14:46 So oblique will not be maintained. So if you are using a font style oblique
14:51 you need to change it to use a font style italic instead.
14:55 Which means that you might end up needing to change some of the fonts that you've
14:58 used to set up your InDesign document. And I should also point out that not all
15:04 of the formatting in paragraph, and character styles is mapped to equivalent
15:08 CSS formatting. For example, drop caps, you can set up a
15:13 great looking drop cap in InDesign, but it's not going to be preserved in the
15:17 ePub file. So, you will wind up having to edit the
15:21 ePub file, update the CSS style to format the drop cap, you're going to have to do
15:26 that yourself. The same is true for paragraph rules
15:31 above and below. If you want line to appear above or below
15:34 your text, you're going to have to edit the ePub file.
15:39 Word and letter spacing, same thing. So often if you want your text to appear
15:43 in a certain way. And you just can't get it to look that
15:47 way with inDesign. The easiest thing to do is just edit the
15:51 ePub file and modify the CSS file within it.
15:55 And also just keep in mind that not all CSS formatting is actually supported by
15:59 the various ebook readers on the market today.
16:03 So, it's really important to test your ebooks on various reading devices, to
16:08 make sure that the formatting will appear as desired.
16:13 You see we're still at the beginning of the eBook revolution.
16:16 And I imagine that in the next five or ten years, we'll be seeing big changes.
16:21 And hopefully, we'll have more control over the design of our eBooks by then.
16:26 So now you understand the important role that paragraph and character styles play
16:30 in the InDesign to eBook conversion process.
16:35 You know how important it is to consistently apply paragraph and
16:38 character styles. Because InDesign uses the applied styles
16:42 to determine how your text is formatted in any pub file.
16:46
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Working with nested styles and GREP styles
00:02 Using nested styles and grep styles to format text in a layout can certainly
00:06 save you a lot of time. But unfortunately the formatting applied
00:10 by this styles isn't retained in the e-pub file when you export it.
00:14 So you have to apply actual character styles to all the text thats formatted
00:18 with nested styles and grep styles in order to preserve that formatting.
00:25 In this lesson, I'm going to show you two ways to speed up the process of applying
00:28 character styles to text. That's formatted with either nested
00:33 styles or grep styles. Notice that the first paragraph of the
00:37 body text begins with an initial cap. And the rest of the first word is set in
00:42 small caps. I formatted these characters with nested styles.
00:47 So if I double click the paragraph style that's applied to this paragraph.
00:51 And select the Drop Caps and Nested Style category you can see that I have set up
00:55 two nested styles in order to automate that formatting.
00:59 The I-CAP character style is being applied through the first character in
01:03 the paragraph. And the small caps character style is
01:07 being applied through the rest of the first word.
01:10 And then on the next page, I have a sample interview.
01:14 Notice that the word question is always larger than the rest of the text, and
01:18 it's set in the color red. The word, answer, is always set in the
01:23 color blue. In order to automate the process of
01:26 formatting all this text, I set up 2 grep styles.
01:30 I first created 2 character styles, one for the question and one for the answer.
01:36 And then I could set up the grep style. So if I double click the Paragraph style
01:40 that's applied to all of this text, and then select the Grep style category.
01:45 You can see the two Grep styles that I've set up.
01:49 Here, the Question character style is being applied to this text.
01:53 The word, question, followed by a colon. And then the Answer character style is
01:57 being applied to this text. The word answer followed by a colon.
02:01 It's quite simple. I'll click OK.
02:04 So by nesting those Grep styles within this Paragraph style.
02:08 I can apply all this formatting in a single click.
02:11 So I'll unapply it by applying the basic paragraph, and then I'll apply that one
02:16 paragraph to this entire text frame of text.
02:21 Interview Q&A, and there are the Grep styles in use.
02:25 So they help to automate the process of formatting this text, but watch what
02:29 happens when I export this ePub file. Send it to the Desktop, and I want to
02:35 make sure that in the Contents section, I'm including the Style definitions.
02:41 I'll export this. And as you can see the initial cap was lost.
02:48 The capital letters were maintained because I typed them that way but now
02:51 they're just too big. And then on the next page the question
02:56 and answer text all that formatting was lost as well.
03:00 So once again in order to retain all of this formatting I need to go back to InDesign.
03:05 And apply the actual character styles to the text thats formatted with nested
03:10 styles and grep styles. So I'll go back to InDesign.
03:14 I'll go back up to the first page. And for the first demonstration, I'm
03:20 going to select this text. Go to the Character Styles panel.
03:24 I'd like you to notice that none has been applied.
03:27 But in fact, I know that a character style is being applied, but it's being
03:31 applied as a nested style via the paragraph style.
03:35 Take a close look to the bottom left corner of the Character Styles panel, and
03:39 you will see that ICAP is certainly being applied to this character.
03:44 But not actually being applied. So then if I select the rest of this
03:48 first word, it's the same thing. The character style none is applied, but
03:54 small caps, as shown here at the bottom left corner, is being applied via the
03:58 nested style. So that's why this formatting is not
04:02 being maintained in the ePub file. I need to literally apply these character
04:07 styles, so I'll select the initial cap and apply it.
04:11 And I'll select the rest of the first word and apply the character style small caps.
04:16 All this character style does is reduce the size of the text to 10 points.
04:22 Alright, so watch what happens now. I'll export the ePub file.
04:27 And there it is, so this works but you don't want to have to manually select
04:32 each of those words. And apply the character sytles to them
04:39 especially in long documents. That would defeat the very purpose for
04:44 using method styles and Grep style anyway.
04:47 So let me show you two ways to speed up the process of applying the character styles.
04:53 I'll go ahead and go back to InDesign and I'll revert this document back to the
04:57 last saved version. So now we're back to the very beginning.
05:02 I'm going to show you how to use InDesign's infamous Find Change dialog,
05:07 in order to automate this process. From the edit menu, I'll choose Find Change.
05:14 And you want to make sure and click More Options, because you're looking for the
05:18 Find Format and Change Format boxes. I don't actually want to find literal
05:24 text nor change what I find to literal text.
05:28 I want to find formatting and change the formatting from one format to another.
05:32 Or in this case I'll click this icon here which will actually allow me to specify
05:36 specific attributes to find. What I want to look for, is a character style.
05:42 A character style that I want to find is ICAP and I want to replace that with
05:46 guess what, ICAP. So what this is going to do is search for
05:51 any text that has ICAP applied to it. And ICAP is applied to that text just not
05:57 completely, its applied via the nested style.
06:02 It doesn't actually change the format. It applies the format ICAP to that text
06:06 that was found, which literally applies ICAP to that text.
06:11 I'll click Find and then Change, or I might as well click Change All.
06:15 So, that I can make sure and get all the instances in the document at the same time.
06:19 So, now that I'm done with that one I can go on to the next.
06:23 I'll look for the next style, which is Small caps, and replace that with small caps.
06:29 Once again, find Next, Change all. So if there were more instances in this
06:34 document, and this were a long document, I would have just now saved a lot of time.
06:40 You can do the same for graph styles as well.
06:42 So I could continue this process looking for the answers, Find next, Change all
06:48 and then one more time for the questions. Find next then must change them all.
06:56 All right. So let's take a look at the result of my work.
07:01 If I select this word, you can see that the Question character style is still
07:05 being applied via a grep style. As noted in the bottom left corner of
07:10 this Character Styles panel. However, it's also been literally applied
07:15 to that text, now that I've used the Find change dialog box to do that.
07:21 So now that this character style is literally applied, I can export this ePub file.
07:30 And we can expect to see that formatting, and there it is.
07:36 I'll go to the next page, and all the question and answer text is properly formatted.
07:42 So using the Find Change dialog box to automatically apply character styles to
07:46 any text that's formatted using nested styles and grep styles is a fairly
07:50 automated method. But with really long documents that
07:55 contain a lot of text, even this process can still take quite a lot of time.
08:01 So the next method that i'm going to show you uses a script called the Apply Nested
08:05 Styles script. It's a cross-platform script that was
08:10 written by the owner of In-Tools. Unfortunately, though, it's not available
08:15 for InDesign CS5 yet, but it is available for InDesign CS4.
08:20 To download the script you need to go to n-tools.com/scripts.html and then you can
08:26 click this button here to download the script.
08:32 Let me show you how to install it once you download the script.
08:35 I've actually already downloaded it and its on my desktop.
08:39 So I'll hide Safari, and I'll hide all of these applications as well.
08:45 Here's the script, it's a JavaScript. And what I need to do, is from the Go
08:51 menu, I'll choose Applications. On the Windows operating system, you just
08:57 need to go to your programs folder. And then the file path is the same from
09:01 here on out I'll click on the InDesign CS4 folder, and then, within that, click
09:05 on Scripts. Within that is a Scripts Panel folder.
09:10 This is where I want to put the script. I'll just drag the script right into that
09:14 folder, and now, it will instantly be available in InDesign CS4.
09:19 So I'll open CS4 up. I just happen to have this same document open.
09:24 And then the script will be found by going to the Window Menu, choosing
09:28 Automation and then Scripts. And since I installed that script in the
09:33 Application folder, you'll find it there. And here it is, in the Root level of the
09:37 Application folder. So when you run the script any text
09:41 formatted with a nested style gets the same character style applied to it.
09:47 Then the formatting will finally be maintained in the ePub file.
09:52 I'll go ahead and select this text then you can see that the character style is
09:55 definitely not applied yet. Now, I'll double click the script that's
10:00 all I've have to do. That runs the script, and now I'll double
10:03 check, to find out yes, indeed ICAP has been applied to the first letter, and
10:07 small caps to the rest of the first word. Now although the script was originally
10:13 written to work with nested styles, it can also work with GREP styles.
10:19 So when I ran that script, it processed all the grep styles as well.
10:23 However, I've discovered it's not always perfect with grep styles.
10:27 For some reason, it just doesn't convert every instance.
10:31 So if I click on this instance, I can see that it has worked.
10:35 This one works. But, for some reason, now, when I select
10:38 this word, Question. It didn't convert that.
10:43 It did convert this one but not this one so its a little inconsistent with grep styles.
10:47 However it still can save a lot of time because if I had a really long document.
10:53 I would just double click that script and then go back and make sure either using
10:56 the find change dialog box. Or manually applying the character styles
11:01 I could just finish applying the rest of the neccessary character styles.
11:06 I'm willing to be that it won't take too long before the script is compatible with
11:10 InDesign CS5 and this issue with grep styles will probably be fixed as well.
11:15 I'd keep checking back to the website for any updates.
11:19
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Exporting bulleted lists
00:02 In this lesson, I'm going to walk you through the process of exporting properly
00:06 formatted bulleted lists from InDesign to an EPUB file.
00:10 InDesign offers two ways to create bulleted lists.
00:14 You can create them manually, or you can create them automatically using
00:18 InDesign's Bullets and Numbering feature. I'm going to demonstrate both methods,
00:23 and then I'll show you how InDesign exports each type of list to an EPUB file.
00:29 To manually set up a bulleted list, you first need to insert a Bullet character,
00:33 followed by a Tab character and then the text.
00:38 And then, in order to create the hanging indent, which properly aligns the text
00:41 along the left side, we need to use a combination of two settings.
00:46 You first need to apply a left indent value.
00:50 I'm using a value of 12 points. That pushes all the text to the right.
00:55 And then, in order to bring just the first line of text in each paragraph back
00:59 to touch the left edge of the text frame, I applied a negative 12 point value for
01:04 the first line left indent. To automatically create a bulleted list,
01:11 it's even easier. All you have to do is select all the text
01:14 that comprises the list, and then go on up to the control panel and click the
01:18 Bulleted List icon. It's as simple as that.
01:23 And notice that when you create and automatic bulleted list, you can't select
01:27 the tab character, or the bullet character.
01:30 So if you want to format a bulleted list that was created automatically, you need
01:34 to hold the Option key or the Alt key on the PC, and click that Bulleted List icon
01:39 once again. That opens the Bullets and Numbering
01:44 Dialog Box where you can customize the bullet character and change the alignment
01:48 of the list. I'll change the alignment of this list so
01:52 that it matches the list above, and click OK.
01:56 So, as you can see, by using an automatic bulleted list you can save quite a bit of time.
02:02 All right. So, now that this list is set up, I'll go
02:04 ahead and create a paragraph style and apply it to all of this text, so that
02:08 this formatting is correctly maintained when I export the EPUB file.
02:14 So, with all this text selected, I'll hold the Option key, or the Alt key down,
02:18 as I click the Create New icon at the bottom of the Paragraph Styles panel.
02:24 I'll call this Automatic List. And,make sure that I apply it to the
02:28 selection, and click OK. So, now that that style has been applied,
02:35 I can go up to the File menu, choose Export For, and then EPUB.
02:40 I'll send this file to the desktop and save it.
02:44 And before I click Export, there are a few options that I should specify.
02:48 When exporting a document that contains bulleted lists that were created
02:52 automatically using InDesign's Bullets and Numbering feature, you'll definitely
02:56 want to consider the two options that are available in this menu here.
03:01 The Bullets menu. There are two options to choose from, Map
03:05 To Unordered Lists, or Convert To Text. The option that you chose here determines
03:11 how the list is exported to the EPUB file, and keep in mind that these two
03:14 options only apply to those lists that you've automatically created.
03:20 So if all of your bulleted lists were manually created, you can ignore these
03:24 two options. For now I'll just use the default option
03:29 map to unordered lists. This option converts the bulleted lists
03:34 to HTML unordered lists which are formatted with the ul and li tags.
03:40 I'll show you exactly what that looks like here in a moment.
03:43 I also want to make sure and view this eBook after exporting it.
03:47 So I'll select this option, and I want to go to the Contents section, because I
03:51 want to deselect Include Embeddable Fonts, I don't want to embed the fonts.
03:56 And I also want to deselect Preserve Local Overrides.
04:00 Although this document doesn't have any local overrides, I'll just go ahead and
04:05 deselect it anyway, and click Export, and here are the results.
04:11 Notice that the list that was created manually no longer aligns properly, but
04:15 the list that was created automatically does align properly.
04:21 So, to understand why this is happening, I'll open this EPUB file up with my XML editor.
04:27 From the Archive browser window, I'll click the Open Archive button, locate
04:31 that EPUB file and open it up. Let's take a look at the XHTML document,
04:36 I'll double click it. Here's the first list that was created
04:40 manually and here's the second list that was created automatically.
04:45 Notice that the automatically created list, was converted to HTML markup, using
04:50 the Unordered list tag, to define the list.
04:54 And then, each item in the list, was defined with an LI tag, which stands for
04:58 List Item. The list that I created manually, was
05:02 converted to normal p tags. And notice that the actual bullet
05:07 character appears. The tab character was converted to a
05:10 regular space. So that's why this first list didn't
05:14 properly align, because the tab character is needed in order for these lines of
05:18 text to align along the left side. I'll go back to the XHTML file, and
05:25 notice that the bullet character was not actually placed within each of these items.
05:31 Because when you use an HTML unordered list, the eBook creator automatically
05:35 adds the bullets for you. It even automatically formats the list
05:40 and properly aligns it along the left side.
05:43 So by using InDesign's automatic Bullets and Numbering feature to create the
05:47 bulleted lists, you can get more control over how these lists are formatted in an
05:51 EPUB file. But what if your bulleted list used a
05:56 special bullet character, such as a Zapf Dingbats character?
06:01 I'll go ahead and set my list up that way.
06:03 I'll go back to InDesign, and I'll change the bullet character from a normal
06:07 bullet, to a square. I'll hold the Option key, or the Alt key
06:11 on the PC, and click the bulleted list icon, and then to create a custom bullet
06:15 character, I'll click the add button from the Font Family menu, I'll scroll down,
06:20 and select Zapf Dingbats. And then here's the square that I'd like
06:26 to use, the one with the little drop shadow behind and I'll click OK.
06:30 Select that the bullet character and click OK once again, that inserts it.
06:35 And now notice that I've just applied that formatting locally, that needs to be
06:38 defined in my paragraph style if I want to retain in the EPUB file.
06:43 So I"m going to update my paragraph style with the local formatting.
06:47 By going to the Paragraph Styles panel menu and choosing Redefine Style.
06:52 All right, so the style has been redefined.
06:54 I'll export the EPUB file, and let's check out the results.
07:02 notice what happened. My character was not maintained.
07:07 And why was that? Let's check this file out in Oxygen again.
07:10 I'll close these old files, and reopen the new EPUB file.
07:18 Again, that list was converted to an unordered list.
07:22 And again, because it's an unordered list, the display of that list is left up
07:26 to the discretion of the eBook reader. So how are we going to export this list
07:31 with my custom bullet? I'll show you.
07:34 Back to InDesign, File > Export, again for EPUB.
07:40 That's what this option is here for, convert to text.
07:43 So if you've setup an automatic bulleted list and it uses custom bullets, and you
07:48 want to maintain those, you'll need to convert the bullets to text.
07:55 Now we get question marks. Before I explain why we get question
07:59 marks, let's open this file up into Oxygen.
08:07 Again, I'll open up the XHTML file. Now this time take a look at what happened.
08:12 Since I converted that list to regular text, it's now formatted with P tags,
08:17 just normal P tags. And the actual bullet character has been
08:23 included in the text. Now this bullet character will not appear
08:27 in Adobe Digital Editions, because that font has not been embedded within the
08:32 EPUB file. Now, a few eBook readers can actually
08:36 display a font, as long as it's available on the reading device.
08:41 So one of those eBook readers that can display those fonts is the EPUB reader
08:46 plug-in for Firefox. I'll go ahead and choose File > Open >
08:50 from within Firefox. Locate my EPUB file and open it right up.
08:56 And as you can see Firefox was able to locate that font, and display this
09:00 character in the right font. In fact the Apple iPad has this font
09:05 installed on it, so if you were to open this same EPUB file up on the iPad, this
09:09 is what you would see. Again, because the iPad has that font on
09:14 the device that character can be displayed in a correct font.
09:19 However, notice that since I converted this to normal text we no longer get a
09:24 nicely aligned bulleted list. So, obviously you can't have the best of
09:30 both worlds. As a last alternative, if you really want
09:34 to make sure that you used that bullet character, then you could create a
09:37 graphic out of the bullet character and insert it as an inline graphic.
09:44 Then you can be sure that when you export the EPUB file, your bullet character will
09:48 be maintained because it's a graphic. However, there are drawbacks to this
09:53 method as well, because some eBook readers have limited memory.
09:57 So when you scroll to a page with too many graphics on it, the device will
10:00 actually crash because it can't load all the graphics.
10:05 So I recommend that use a method that works best for your needs for the type of
10:08 publication that you're producing. And then also make sure and test it out
10:13 on different eBook reading devices to make sure that you're going to get the
10:16 results that you want. So you've just learned quite a lot.
10:21 You've learned that there are two different ways to create a bulleted list
10:24 in InDesign, and then when you export the lists, you've learned that there are
10:27 different options for doing so in order to achieve different results.
10:32
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Exporting numbered lists
00:02 In this lesson, I'm going to demonstrate how to export numbered lists, from
00:05 InDesign, to an EPUB file. InDesign offers two ways to create
00:10 numbered lists. You can create them manually, or you can
00:14 create them automatically, using InDesign's Bullets and Numbering feature.
00:19 I'll first demonstrate both methods and then I'll show you how InDesign exports
00:23 each type of list to an EPUB file. So, to manually setup a numbered list,
00:29 you start by inserting the number followed by a tag character and then the text.
00:35 Then, to setup the hanging indent so that the text properly align along the left
00:39 edge, you use a combination of two settings.
00:43 You start by applying a left indent which I've already done.
00:48 I've applied a left indent of 12 points so this pushes all the text to the right.
00:53 Then in order to bring just the first line of text in each paragraph back to
00:57 the left edge of the text frame. You insert a negative value for the first
01:02 line left indent, and as you can see I've inserted a negative 12 point value.
01:08 Now, creating an automatic numbered list is even easier because all you have to do
01:12 is select all the text that makes up your numbered list, and then go up to the
01:16 Control Panel and click the Number List icon, its really that easy.
01:23 In fact, one of the main benefits of using automatic numbered list is that you
01:27 can enter new lines and the list renumbers itself.
01:32 If I delete these lines it renumbers itself again.
01:37 Now, I should point out that when working with this type of list its not possible
01:41 to select the tab nor the number. So if you want to format the numbers or
01:46 choose a different numbering style for your list, you'll need to select all the
01:51 text, hold down the Option key or the Alt key on the PC and click that Numbered
01:55 List icon once again. That opens the bullets and Numbering
02:01 dialog box, where you can choose a different format for your number, you can
02:05 choose different numbering modes, and you can choose how your list is aligned.
02:11 I'll go ahead and make sure that this list aligns in the same way that the list
02:15 above aligns. And I want to make sure that the
02:19 numbering continues from the previous number, and click OK.
02:24 Alright, so now that you know the basics of creating a numbered list let me show
02:29 you a more complex numbered list. This is a multi-level numbered list it
02:34 was set up using InDesign's bullets and numbering feature.
02:38 It contains three levels, notice that the level 2 entries take on the number of the
02:42 first level followed by a decimal point, and then the number of the entry.
02:48 And then the third level entries use letters instead of numbers.
02:54 I can quickly change the level of a paragraph by simply applying a different
02:58 paragraph style. So as you can see, by using InDesign's
03:02 bullets and numbering feature, combined with paragraph styles, you can really
03:06 speed up the time that it takes to create numbered lists.
03:11 All right, let's go back to the first two lists that I created, and export them as
03:15 an EPUB file. Now before I do that, I need to set up a
03:19 paragraph style for this numbered list, so that the formatting is correctly
03:22 maintain in the EPUB file. So I'll hold down the Option key or the
03:27 Alt key, as I click the Create New icon at the bottom of the Paragraph Styles
03:31 panel, and I'll call this automatic list. And make sure that it's applied to the
03:39 selection, which it is, and click OK. So now that that's applied, I can export
03:43 the EPUB file. From the File menu I'll choose Export for
03:48 and then EPUB. Now when exporting a document with
03:53 numbered lists that were created automatically, you'll want to specify one
03:56 of these three options here in this numbers menu.
04:01 However, if your document only contains manually created numbered lists, you can
04:05 ignore this option altogether. With that said, the option that you
04:10 choose here determines how the lists are exported to the EPUB file, so it's
04:13 important that you understand each of them.
04:17 The default option, map to ordered lists, is used to convert the numbered lists to
04:22 HTML ordered lists, which are formatted with the ol and the li tags.
04:29 The map to static ordered list option also converts the numbered lists into
04:34 HTML ordered lists, but it assigns a value attribute to each list item as well.
04:41 And then you would want to choose convert to text, in order to convert the lists to
04:45 normal HTML paragraphs that use a p tag. This option is really useful when the
04:51 lists in your document use a numbering system other than simple numbers, and you
04:55 want to preserve them in the EPUB file. All right, let's see what I get when I
05:00 choose the default option. I'll make sure and click to view the
05:04 eBook after exporting, and then also in the contents section of the dialog box, I
05:08 don't want to include the embeddable fonts, so I'll deselect that, and I don't
05:12 need to preserve any local overrides, so I'll deselect that as well, and now I can
05:15 export it. And here are the results, notice that
05:22 when you manually create a numbered list, the lines in the list don't align so well
05:27 along the left side. However, the list that was created
05:33 automatically is perfect aligned. I will decrease the text size so you can
05:37 see a little more of it, so why is that now in order to show you why this is
05:41 happening I need to open this EPUB file into my XML editor, I am using Oxygen so
05:46 at the top of the Archive Browser window I will click the Open Archive button
05:50 Select that Epub file and Open it up. Let's take a look at how that XHTML file
05:59 was generated. So, here's the list that was created
06:04 manually and here's the list that was created automatically.
06:09 Notice that the manually created list was converted to regular paragraphs that use
06:14 the basic P tag. I noticed that the actual numbers appear
06:18 in the file followed by a space, the tab character was converted to a regular
06:23 space, so that's why the manually created list isn't aligned properly in the EPUB
06:28 file, actual taps are needed here between the number and the (UNKNOWN) in order to
06:33 make this list align properly. And notice that the list that was created
06:41 automatically was converted to an ordered list using the OL tag, and each item in
06:46 the list is using the LI tag, which stands for list item.
06:53 Notice that the numbers aren't part of the actual text in this file.
06:57 They are not necessary because when an ebook reader encounters an ordered list
07:01 it adds the numbers for you and it properly formats the list so that it
07:05 looks nice in the ebook reader. It's perfectly aligned along the left
07:11 edge for that reason. Alright, so now that you understand how
07:18 an HTML ordered list is marked up let me go back to InDesign and re-export the
07:26 EPUB file. This time I'll convert the automatic
07:33 numbered list to a static ordered list and export it.
07:39 And this actually gives us the same results but the code looks different lets
07:43 take a look at it how open up oxygen I will keep this file open in fact and I
07:47 will save a copy of it and now I close this archive and open up the new one.
07:57 Let's take a look at that XHTML to find out how that list was generated and if
08:01 you look closely here as I switch back and forth between these two windows, the
08:05 only difference in the way that that list was generated is that these list items
08:09 have value attributes in them. Value attributes give you much more
08:17 control over the numbering of your lists. So I could change these numbers to change
08:22 the numbers that are used in the list. Let's start this first value with five,
08:27 the next one with six, and then seven and eight.
08:32 I'll save this. And I'll re-open the EPUB file so I'll
08:37 hide oxygen close this file and hide InDesign.
08:43 Now I can double click the EPUB file to open it back up.
08:47 Now, it's important to understand that Adobe Digital Editions doesn't support
08:52 that numbering somehow, but other eBook readers do, such as the EPUB reader
08:56 add-on for Firefox. So let's open that same EPUB file up
09:01 inside of Firefox. From the File menu, I'll choose Open,
09:05 locate that EPUB file and open it up, and here you can see that that numbering is supported.
09:11 So by using static ordered lists, you can get more control over the actual
09:15 numbering that's used. But unfortunately, this is not supported
09:20 in all eBook readers. Alright, so now that you understand how
09:24 the first two export options for our numbered lists work.
09:28 Let me demonstrate the last option, and show you just how important it can be.
09:34 This time, I'm going to export my multi level numbered list instead.
09:43 I'll go ahead and start with the default option, map to ordered lists, and I'll
09:47 click export, and look what happened here.
09:51 All of my special numbering was lost. So since I'm leaving the numbering up to
09:56 the eBook reader, the eBook reader is just adding the basic number to these items.
10:03 But, I had special numbering. So to maintain that, I need to go back to
10:07 InDesign, re-export the EPUB file, and this time, I want to make sure and
10:12 convert the numbers to actual text. Now watch what happens.
10:20 All of my special numbering was maintained, the letters, appear properly,
10:24 the only problem is that I don't get perfect alignment along the left edges.
10:29 But I'm willing to accept that, because the actual numbering is used, is much
10:33 more important. Well, you've learned quite a bit in this lesson.
10:37 You've learned two different ways for creating numbered lists and you've
10:41 learned the ins and outs of exporting numbered lists to an EPUB file.
10:45
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Exporting footnotes
00:02 Footnotes are often used in long documents to add support and information
00:05 at the bottom of a page. In this lesson, you'll learn what happens
00:09 to Footnotes when you export them from InDesign to an EPUB file.
00:13 I'll start by inserting a couple of Footnotes and then I'll export the document.
00:19 So, to insert a Footnote, position your cursor where you would like the reference
00:22 number to appear. And then go up to the Type menu, and
00:26 choose Insert Footnote. The Footnote reference number appears as
00:31 a superscript in the text. And the Footnote itself appears at the
00:34 bottom of the page. I'll go ahead and type in some text.
00:39 (SOUND). And now, I'll insert another Footnote on
00:42 the next page. I'll add a Footnote to this word here, go
00:46 up to the Type menu and choose Insert Footnote.
00:50 And notice that the Footnotes were automatically numbered, so here's another Footnote.
00:56 (SOUND). Now, it is possible to change the
00:58 formatting of the Footnotes in the document.
01:02 You can go up to the Type menu and choose Document Footnote Options to do that.
01:08 There are a number of options in this dialog box, which gives you complete
01:11 control over how your Footnotes appear in the document.
01:14 But keep in mind that the formatting you apply here will not be retained in the
01:18 EPUB file. So I'll just continue using the generic
01:22 Footnote design and now I'll export the EPUB file.
01:26 Let's see what happens to these Footnotes when I do that.
01:28 From the File menu, I'll chose Export For and then EPUB.
01:34 I'll definitely want to view my eBook my after exporting it.
01:37 And in the Contents section, I'll deselect Include Embeddable Fonts so that
01:41 they're not embedded and preserve local overwrites so that none of the local
01:45 overwrites are preserved and then I'll click Export.
01:53 So here's the Footnote reference number. Notice that it was converted to a
01:57 clickable Hyperlink, so when I click it, I'm taken quickly to the Footnote text,
02:01 which is now located at the very end of all the text in my eBook.
02:07 So, Footnotes are converted to End notes, and that makes sense, because eBooks
02:11 don't define page structure. Now if your eBook is made up of multiple
02:16 XHTML files, the end notes will actually appear at the bottom of each section in
02:20 your eBook, instead of at the very bottom of all the text in the eBook.
02:25 So, to quickly jump back to the Footnote reference number, I can just click one of
02:29 these numbers here. That takes me right back to it.
02:33 Convenient, isn't it? Now, you might be wondering if you can
02:37 change the formatting of the Footnote reference number in the end note text.
02:42 That's certainly possible but you'll need to edit the CSS file within your eBook in
02:46 order to modify the formatting. So, as you can see, working with
02:51 Footnotes is really quite easy. Just insert them in the InDesign document.
02:56 You don't have to worry about the actual formatting of the Footnotes in the
02:59 InDesign document. And then, just know that when you export
03:02 them, they're converted to end notes.
03:04
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Exporting hyperlinks
00:02 Hyperlinks are really useful in eBooks. Some hyperlinks are used to jump from one
00:06 page to another. Other hyperlinks take you quickly to a website.
00:11 And other hyperlinks can even link to an email address.
00:15 When you convert an InDesign document to an EPUB file, most of the different types
00:18 of hyperlinks are maintained. So it only makes sense to include them in
00:23 an eBook. In this lesson, I'm going to show you how
00:26 to create several different types of hyperlinks.
00:29 Then I'm going to demonstrate what happens to the hyperlinks when you export
00:32 them to an EPUB file. To insert hyperlinks, you use the
00:37 hyperlinks panel. Which can be found by going up to the
00:40 window menu, choosing interactive, and then hyperlinks.
00:45 Notice that the hyperlinks panel is divided into two parts, a hyperlink
00:48 section at the top, and a cross references section at the bottom of the panel.
00:55 You can drag the divider bar, right here in the middle, in order to adjust the
00:59 amount of space that each section takes up.
01:03 Perhaps the most basic type of hyperlink that you can create is a hyperlink that
01:07 links to a website. I'll go ahead and create one.
01:12 I'm going to convert this website into a hyperlink.
01:16 With the text selected, all I need to do is go to the top of the Hyperlinks panel
01:21 and type in the URL that I want to link to.
01:28 So you can type in a complete URL, it doesn't actually have to be the same as
01:31 the text that you have selected. In fact the text that you have selected
01:36 could be just a simple word, like a company name.
01:39 So now I'll just press Enter or Return, and that creates the hyperlink.
01:44 To change the settings for a hyperlink, just double-click it in the Hyperlinks panel.
01:49 Here you can actually apply a character style to the hyperlink.
01:53 I'll go ahead and do that. I'll apply a character style that I've
01:56 created for that, called hyperlink. And that really just applies bold
02:00 formatting to it. You can also apply a rectangle around
02:05 that hyperlink that creates a box around the hyperlink, but I'd rather not see that.
02:11 So I'll choose to create an invisible rectangle around that hyperlink, and
02:15 click OK. So now that my hyperlink has been
02:19 created, I can test it out by clicking this right arrow icon here.
02:24 This will take me to the destination of the selected hyperlink, and it loads that
02:28 website, so now I know that it works. And if you want to quickly find the
02:34 source of a selected hyperlink in the panel you can do that as well.
02:39 So let's say I'm on a totally different page.
02:42 And I don't know where that hyperlink is. I can see it in the Hyperlinks panel, but
02:46 I don't know where the actual source text is.
02:49 So I can select the hyperlink, and then click this left arrow here to go to the
02:53 source of this hyperlink. And the hyperlink is selected for me.
02:58 All right, let's take a look at the other types of hyperlinks that you can create.
03:03 Here's a note to the reader instructing them to refer to the iPad User Guide for
03:08 additional help. I can convert this text to a hyperlink
03:13 that opens the actual User Guide when you click on it.
03:16 Let me show you how that works. So, with this text selected I'll go to
03:20 the bottom of the hyperlinks panel and click the Create New Hyperlink button.
03:26 That opens up the New Hyperlink dialog box, and here within the link to menu I
03:30 can choose the type of hyperlink that I'd like to create.
03:35 So, I'll choose File, to link to a file. And now, I need to specify the path, to
03:40 where that file is located, so I'll click this folder icon, over here, to the right
03:44 of the path field. And here's the PDF, that I'd like to link
03:50 to, so I'll select that, and Open it, and I'll click OK.
03:55 So now I can test that hyperlink out, I will select the hyperlink and click this
03:59 right arrow icon to go to that destination which opens up that PDF
04:02 inside of Acrobat. All right, another type of hyperlink that
04:09 works in an EPUB file is one that links to an email address.
04:13 I have an email address up above. Here it is, I'll go ahead and select it,
04:17 and to create a new hyperlink once again I'll click the New Hyperlink button at
04:20 the bottom of the Hyperlinks panel. And this time I want to link to an email address.
04:28 Here you need to type in the email address that you want to send an email to.
04:32 So I'll just type that in. (SOUND).
04:36 You can even type in the subject line of the email.
04:39 And then when somebody clicks the hyperlink, their default application is
04:43 opened up, and a new email is created with the subject line.
04:47 In this case, I'll leave the subject line up to the person who is sending the
04:50 email, and I'll click OK. So now what if you wanted to create a
04:55 hyperlink that jumps to another page in the document?
04:59 InDesign lets you create such a hyperlink.
05:02 You could select any text create the hyperlink and link to an actual page.
05:07 But hyperlinks that jump to specific pages are actually discarded in the EPUB
05:12 file and why. Because there's actually no concept of
05:16 pages in an eBook. So, this type of hyperlink is not support
05:20 in EPUB files; however, if you wanted to set up this type of hyperlink you could
05:25 by using a text anchor. Let me show you how that works.
05:31 On the last page of this document. I'd like to convert this text right here,
05:36 to a hyperlink. So that when I click it, I'm taken
05:39 quickly to the start of a chapter. I've actually seen this done quite often,
05:44 in some of the eBook versions of Travel Guides, that I have in my iPad.
05:48 So to set up this type of hyperlink, you first need to determine which text the
05:52 hyperlink should jump to. And then turn it into a hyperlink destination.
05:58 Since I want my hyperlink to jump to the beginning of the chapter, I'll go to that page.
06:04 And since the page number is the top-most text, I'll make this my hyperlink destination.
06:10 I'll select it and then from the Hyperlinks Panel menu, I'll choose New
06:14 Hyperlink Destination. I'll want this to be the text anchor
06:20 type, and I'll just continue using the number five as the name of the
06:24 destination and click OK. Now I can go back to the last page and
06:29 create the hyperlink. So to do that I'll select the text.
06:35 Create the new hyperlink. And this time, I want to link to a text anchor.
06:40 And notice that within this document, which I currently have open, there is one
06:44 text anchor. The one I just created.
06:46 And that's the one I want to link to. So I'll click OK.
06:49 And now this is a hyperlink. I can even test it.
06:54 I'll click the right arrow. That takes me to the destination.
06:57 And then I can select this once again and go to the source file and go the source text.
07:05 Something else that I'd like to mention, if you'd use a book file to manage the
07:09 individual chapters in your publication, you can then create a hyperlinks that
07:13 jump to destinations and other documents. You would first need to have the document open.
07:20 And then you could select the name of your document from this list.
07:24 And then any text anchors in that document would appear in a text anchor menu.
07:29 And then, when you export the EPUB file from the InDesign book file.
07:33 All the hyperlinks will be properly created.
07:37 All right, so now that you know how to insert the different types of hyperlinks,
07:40 I'll go ahead and export the EPUB file, so that you can see what happens to the hyperlinks.
07:47 From the File menu, I'll choose Export For, and then EPUB.
07:57 And as you can see the hyperlinks were successfully created.
08:01 And notice that Adobe Digital Editions has added the default formatting to them
08:05 for hyperlinks. I'll go ahead and click on this
08:08 hyperlinks to show you that it will work, it takes me right to the website.
08:14 If I clicked on this hyperlink, that would open up my email program, so that I
08:17 could send an email. If I click on this hyperlink, that opens
08:23 up the PDF. Now this type of hyperlink that opens up
08:27 an external file isn't supported on all eBook readers.
08:32 And for the eBook readers that do support this type of hyperlink, it will only work
08:36 if the actual file is available on the eBook reader.
08:41 If the file can't be found, the hyperlink won't work, of course.
08:46 All right, if I scroll to the bottom of this document, we'll find that hyperlink
08:49 that I created, which will take me to the top of the chapter when I click it.
08:54 So, in that way you can jump from one page to the next.
08:58 So, as you can see, by using a hyperlink that jumps to a text anchor, you can link
09:02 to other pages within the EPUB file. All right, so, you've just learned how to
09:09 create different types of hyperlinks and you can see that they're preserved when
09:12 exported to an EPUB file. Just keep in mind that InDesign preserves
09:18 all the hyperlinks that jump to webpages, email address, files, and text anchors.
09:24 But hyperlinks that reference specific pages are discarded, and with that said
09:29 keep in mind that not all eBook readers support hyperlinks.
09:34 And among those eBook readers that do support them not every destination type
09:38 is supported. And in fact, a few eBook readers actually
09:44 ignore hyperlinks altogether.
09:48
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Exporting cross-references
00:00 If the ebook you're creating is a manual or some type of reference document.
00:06 You'll likely want to include cross-references, which are used to refer
00:10 readers from one part of your document to another.
00:13 In this lesson, you'll learn how to create cross-references in InDesign that
00:17 are converted to clickable hyperlinks in an EPUB file.
00:21 To create a cross-reference, you use the Hyperlinks panel, which can be found by
00:26 going up to the Window > Interactive > Hyperlinks.
00:31 Notice that the Hyperlinks panel is divided into two parts.
00:35 The Hyperlinks section is at the top and the Cross-References section is at the bottom.
00:40 I'd like to create a cross-reference at the bottom of this paragraph that refers
00:44 the reader to Chapter Three for more information.
00:48 Creating a cross-reference is actually quite simple.
00:52 Just position your cursor where you would like the cross-reference to appear, and
00:56 then click the create new cross-reference button at the bottom of the hyperlinks panel.
01:02 At the top of this dialog box, you can specify whether the cross-reference
01:06 should be derived from a paragraph style such as a heading style or from a text
01:10 anchor that you've created. To link to a text anchor, you have to
01:16 have first created the text anchor. And to link to a paragraph style, you
01:20 have to first create and apply the paragraph style to the text that you want
01:24 to reference. Now, I've already created and
01:28 consistently applied paragraph styles to all the text in this document.
01:33 The text that I want to reference is the chapter number.
01:36 So, I’ll locate the chapter number paragraph style, over here on the left side.
01:42 There it is. I'll just click it and notice that all
01:44 the text to which this style is applied appears at the right side of the dialog box.
01:50 So, I'll just reference Chapter Three. And if I move this dialog box to the
01:54 right, you'll notice that the cross-reference has already been inserted.
01:59 Now, what if the text that you want to reference is located within another
02:03 InDesign document? If so, make sure that document is
02:07 currently opened. You can then select the document name
02:10 from this menu here, and then locate the text that you want to reference.
02:15 If the document isn't already open, you can click Browse to locate and open it.
02:21 All right. This cross-reference isn't appearing in
02:24 the exact format that I'd like to use. So, I'll go ahead and modify it.
02:28 I could use one of InDesign's predefined cross-reference formats, which are
02:32 located in this menu here, but none of these formats are actually suitable for
02:36 what I want. So, I'm going to go ahead and make my own
02:41 custom format by clicking this pencil icon here.
02:45 The text located here within quotation marks is a building block that inserts
02:50 the four paragraph text to which this specified style is applied.
02:56 And here's the building block for the page number.
03:01 Now, since this cross reference is for an ebook, I don't actually want to include a
03:05 page number because this page number won't exactly correspond to the page
03:08 number that the reader would see in the ebook reader.
03:13 So, I'll just delete this building block and the words on page.
03:18 I also want to delete the quotation marks around this full paragraph building block.
03:23 And I'd like to say, for more information see chapter, followed by the number.
03:28 So, I'll go ahead and type that in. For more information, see chapter, space.
03:34 And then the building block will insert the chapter number.
03:40 I'll go ahead and save this and click OK. And now, you can see the cross-reference
03:45 has been updated. I'll go ahead and click OK and let's
03:52 export this as an EPUB file now. From the File > Export For > EPUB.
04:00 I'll go ahead and send this to the Desktop and you click Save.
04:05 Check my settings, everything is set up properly, so I can export it.
04:14 And if I browse to Chapter One, you can see there's my cross-reference it has
04:18 been converted to a hyperlink. So, if I click it, I'm taken immediately
04:22 to Chapter Three. So, that's all there is to it.
04:26 Simply insert cross-references and they're automatically converted to
04:30 hyperlinks when you export your document as an EPUB file.
04:35 There's just one last thing that you should be aware of.
04:38 Unfortunately, InDesign CS5, currently has a bug that creates broken hyperlinks
04:43 in an EPUB file. When you select the option, Use First
04:46 Level Entries As Chapter Breaks. Let me show you what I mean.
04:50 I'll go ahead and export this again. (BLANK_AUDIO).
04:58 And in the contents section, I'll select use first level entries as chapter break
05:02 which will break up this entire document into multiple XHTML files within the EPUB file.
05:10 Now, when I select that option, this hyperlink appears valid.
05:14 But when I click on it, it just doesn't work.
05:17 This bug also effects EPUB files that are exported from an InDesign book file.
05:23 Now, this is currently a bug in version 7.0.0 to 7.0.2.
05:28 So, hopefully, Adobe will have a fix for this by the time you view this video.
05:35 But until Adobe fixes it, if you're creating an ebook that requires
05:40 hyperlinks, I recommend using either InDesign CS4 or setting up a single
05:46 InDesign document for your entire book.
05:52
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Embedding fonts
00:00 InDesign has a handy feature that allows you to imbed fonts into an ePub file.
00:06 By embedding the fonts you've used in the layout, you can be sure that the text in
00:10 your ebook is displayed in the same font. In this lesson, I'm going to show you how
00:16 to embed fonts into an ePub file, using InDesign CS5.
00:20 The first thing that you need to do, is consistently apply paragraph styles and
00:25 character styles to all the text in your document, because InDesign will only
00:29 embed the fonts that are defined within a style.
00:33 In addition, the styles must be applied to some text in your document.
00:38 If you haven't applied one of the styles, the font that it uses won't get embedded
00:42 into the EPUB file. In this document, I've already
00:46 consistently applied paragraph styles to all the text.
00:51 I've also applied a couple of character styles.
00:54 I've applied Italic to this word here, Bold to this word, and then Bold Italic
00:58 to this word here. I'd also like to point out that my
01:03 paragraph styles, are only using open type fonts.
01:08 This is because InDesign, we'll only embed Open Type Fonts, and most True Type
01:12 Fonts, but Post Script Fonts cannot be embedded.
01:17 Fortunately, InDesign makes it really easy to identify one font format from another.
01:23 If you click on the Font menu, you'll see an Icon, to the left side of each font name.
01:29 If you see this Italic O, that indicates that this is an Open Type Font, the
01:33 Double T's indicates that that is a True Type Font.
01:37 And then, if you ever see this lower case letter a, that indicates that this is a
01:42 Post Script Font. So, you don't want to use those fonts
01:46 within your design, if you want to embed that Font into the ePub file.
01:51 Alright. I'll go ahead and Export this Layout as
01:53 an ePub file. From the File menu, I'll choose Export
01:57 For and then ePub. I want to View this eBook after Exporting
02:02 it, so I'll click this option. And then in the Contents Section, I want
02:06 to deselect Preserve Local Overrides. But I definitely want to include the
02:11 Embedable Fonts, so I'll leave this option selected and I can click Export.
02:19 And, in order to fit, a little bit more text within the page, I'll decrease the
02:22 Font size. And, as you can see, I've successfully
02:26 embedded the font into this E-pub file. If I moved it to the side, so that you
02:31 can View the InDesign layout at the same time, you can see, that this E-pub file
02:35 is using the same fonts as the InDesign document.
02:40 However, take a closer look at the italic word, the bold word and the bold italic word.
02:48 I'm noticing that this italic word is not being displayed in the correct font.
02:53 It's actually being displayed in the default font of Adobe Digital Editions.
02:57 The bold word doesn't appear bold at all, and the bold italic word is also being
03:01 displayed in the default font. So, why is that happening?
03:07 In order to explain why, I'll go back to InDesign, and I'll double click the
03:10 Character Style that's applied to each of these words.
03:14 So, I'll double-click Italic, and I'd like you to notice that the only
03:18 formatting this Character Style defines is Italic, which you can see here in the
03:22 Style Settings Overview. So, if you want to embed a font, that's
03:28 being used by a character style, not only do you want to define the font style, you
03:33 also want to define the font family. So I'm going to type in Adobe, Garamond
03:42 Pro, and click OK. For the Bold Character Style I need to do
03:47 the same thing. Adobe Garamond Pro, and then the same
03:52 goes for Bold Italic. So by explicity defining the font family
03:59 in the font style, I can be sure, that these fonts will now be properly embedded
04:05 into the ePUB file. I'll go ahead and Export that again.
04:13 I'll Overwrite the other one, and click Export.
04:19 Decrease the font size so you can see more of the text, and there it is!
04:23 As you can see, this Italic word is now being displayed in the correct font.
04:29 The Bold word now appears in the correct font, and so does the Bold Italic word.
04:34 Now one thing to keep in mind when designing an ebook, is that not all fonts
04:38 look good on screen. If you want to embed a particular font, I
04:42 highly reccomend that you test it on a variety of different ebook readers,
04:45 before using it. Alright, so now that you know how to
04:50 embed fonts into an ePUB file, I should warn you that not all e-book readers
04:54 actually support embedded fonts. In fact the only e-book readers that
05:00 currently support embedded fonts, are Adobe Digital Editions, the Sony Reader
05:04 and other Adobe supported reading devices.
05:09 For a complete list of the reading devices, that are compatible with Adobe's
05:13 platform for e-Books, go ahead and visit this website.
05:19 That's blogs.adobe.com/digitalpublishing/supported-devices.
05:25 This will give you a complete list of all the Adobe-supported devices.
05:30 Other eBook readers that aren't on this list, such as the Amazon Kindle and the
05:35 Apple iPad, don't support embedded fonts. So, unless you are specificly targeting
05:42 an Adobe compatible eBook reader, I don't actually recommend you embed fonts into
05:46 an ePUB file. This way, the eBooks that you create,
05:50 will actually be compatible with a wider range of eBook readers.
05:54 Hopefully more eBook readers in the future, will support embedded fonts.
05:59 We're really just at the beginning of the eBook revolution, so I imagine that as
06:02 eBook readers continually improve, we'll be seeing more and more support for
06:06 embedded fonts.
06:09
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5. Exporting Graphics
Optimizing graphics for the EPUB format
00:02 If you're creating a e-book that contains images and graphic, it's important to
00:06 prepare them for optimum display on a variety of different e-book readers.
00:12 In this lesson, I'm going to give you several best practices to follow when
00:16 laying out images in a document that will exported as an EPUB file.
00:21 There's an abundance of e-book readers available on the market today.
00:25 They come in a variety of different sizes.
00:28 Some people read e-books on their mobile phone, others read them on a dedicated
00:32 e-book reader, such as the Sony Reader, the Barnes and Noble NOOK, or the Amazon Kindle.
00:38 And others read e-books on the Apple iPad or even a regular computer.
00:44 As you can imagine, it's not actually possible to predict which e-book readers
00:47 people will read your e-books on. So, let me demonstrate some best
00:52 practices to follow that will ensure that the images and graphics in your e-books
00:56 will display well across a variety of different e-book readers.
01:02 The first thing that I like to do is convert the measurement system to either
01:06 pixels or points. With InDesign CS5, you can use the pixels
01:10 measurement system to change the measurement system.
01:15 Simply position your pointer where the rulers, the horizontal and vertical
01:19 rulers, converge, here, at the top left part of the document window, and then, right-click.
01:27 And from this menu, choose Pixels. Now, if you're using InDesign CS4, the
01:31 pixels measurement system isn't available, so instead you would use points.
01:38 Either way, you get the same results. Since I'm working with InDesign CS5, I'll
01:42 go ahead and select Pixels. So, by using either the points or pixels
01:47 measurement system, you can more accurately predict the size of your
01:51 images in an e-book. So, I'll go ahead and scale this image to
01:55 a size that looks good on various e-book readers.
01:59 But, what size should an image be when there are so many e-book readers available?
02:04 Well, you don't want to make the images and graphics too small, because they
02:08 won't display well on large screen sizes. You also don't want to make them too
02:13 large, because that will increase the size of your e-book file and large
02:17 e-books don't perform well on reading devices with limited processing power.
02:22 Fortunately, most dedicated e-book readers have a screen resolution of 600
02:27 by 800 pixels, so I recommend using that screen resolution as the basis for sizing
02:33 your images. Let's take a look at the current
02:38 dimensions of this image. I'll select it and take note of the width
02:41 and height of the image up here in the Control Panel.
02:45 The average image should be between 300 pixels and 600 pixels wide and the height
02:50 of the image should proportional to the width of the image.
02:56 So this image will display well on most e-book readers.
03:00 Now, an image that's 300 pixels wide will fill exactly half of the screen on most
03:05 e-book readers. So, I'll go ahead and resize this image
03:10 to 300 pixels wide. I'll first click this icon here, which
03:14 will constrain the proportions when I resize the image, and now, I'll just type
03:18 in 300 pixels here. And press Enter or Return to apply that.
03:24 And now, I'll fit this image to the frame.
03:27 So, to do that, I'll go up to the Object menu, choose Fitting, and then Fit
03:32 Content Proportionally. And now, I'll view this document at
03:39 exactly 100%. Now, I can be sure that this image will
03:43 appear at exactly these dimensions in the EPUB file.
03:48 I'll go ahead and export an EPUB file, from the File menu, I'll choose Export
03:53 For, and then EPUB. I'll send this to the Desktop.
03:59 I'd like to view this e-book after exporting it, so I'll click this option,
04:03 and then, in the Images section of the dialogue box, I want to make sure and
04:07 select the formatted option. With the formatted option selected, the
04:14 exported images are reformatted to the size to which you've scaled them in your
04:18 InDesign document. The images are also converted to the RGB
04:24 color mode and their resolution is changed to 72 pixels per inch, which
04:28 helps to reduce the overall file size of the final EPUB file.
04:34 This option also preserves any InDesign formatting that you've applied to your
04:39 image frames, such as a stroke, a fill, any rotation, or even cropping that
04:44 you've done. I'll go ahead and click Export.
04:53 And, as you can see, this image is exactly the same size in the EPUB file as
04:57 it is in my InDesign layout. So as you can see, it's really quite simple.
05:02 Just make sure you're working in either the Pixels or Points measurement system.
05:08 Scale the image to the size that you want it to be in the eBook reader, and then
05:12 when you export the EPUB file, make sure that the formatted option is selected in
05:16 the images category of the export dialog box.
05:21 All right, I'll go back to InDesign, and this time I'll crop this image.
05:29 I'll also rotate it just to show you that when I export this EPUB file with that
05:36 formatted option selected, that formatting is preserved.
05:44 But watch what happens if I export this without the formatted options selected.
05:57 All that formatting is lost. The image is exported 100% of its
06:02 original size. So it's way too big to even fit within
06:07 the page and most of it is being cropped out.
06:12 So as you can see, that little formatted option is quite important.
06:17 All right. So , now you know how wide a normal image
06:20 should appear. But what about full screen images?
06:25 I'll go ahead and undo this, Command or Ctrl+Z.
06:29 Full screen images should be about 600 pixels wide by 800 pixels tall, which is
06:34 exactly the resolution of most dedicated e-book readers.
06:40 I'll go ahead and resize this image to those dimensions.
06:43 I'll first fit the page into the window by pressing Command or Ctrl+0.
06:49 And then, I'm going to deselect this link icon so that the proportions are not constrained.
06:56 And then, I can type in those exact dimensions, 600 by 800.
07:03 I'll press Enter or Return to apply that. I'll move this image within the center of
07:09 the page, and now, I'd like to fill the frame with the content by going up to the
07:14 Object menu, choosing Fitting, and then, Fill Frame Proportionally.
07:22 All right, I'll go ahead and export this as an EPUB file.
07:28 I'll replace the existing file. And in the Images category, I'll make
07:32 sure and select the formatted option. I'll click Export.
07:37 Now, I'm working on a resolution that's wider than it is tall, so this entire
07:41 image isn't going to fit on the page, but on a typical dedicated e-book reader,
07:46 this image would display well. In fact, on an iPad, an image that's 600
07:53 by 860 pixels will perfectly fit the entire screen.
08:00 I'll switch over to a sample e-book that I created specifically for the iPad.
08:05 When I set up this image that we're looking at here in InDesign, I made it
08:09 exactly 600 by 860 pixels, and as you can see, it perfectly fits the width and the
08:13 height of the screen on the iPad. And when you flip the iPad horizontally,
08:20 the image still fits the screen. And then, for both of these half page
08:27 images, I made them 600 by 430 pixels. I didn't want to make them too tall,
08:33 because I wanted to allow ample text to appear on the page with the images.
08:38 Alright, so, now you know the optimal size that your images should be scaled to
08:42 and you understand the importance of using that formatted option when
08:46 exporting an EPUB file. So now, I'll go ahead and explain how the
08:52 other Image Export options work. I'll switch back to InDesign and I'll go
08:57 ahead and export an EPUB file. So in addition to the formatted option,
09:06 InDesign provides several other options for determining higher images or exported
09:11 when the EPUB file was created. Now generally, you don't need to be so
09:16 concerned with these options because InDesign actually does a good job
09:20 choosing the right options for you. However, let me briefly explain how these work.
09:28 So, in the Image Conversion menu, you have a couple of choices.
09:34 You can choose whether the optimized images are converted to GIF or JPEG, but
09:38 if you choose automatic, InDesign will determine which format to use for each
09:42 image in your layout. The GIF file format uses a limited color
09:49 palette that can't exceed 256 colors. So it's really best used for logos and
09:57 simple graphics. The JPEG format is best for images and illustrations.
10:03 If your InDesign document contains a combination of both logos and images, I
10:08 highly recommend that you choose Automatic, otherwise, you can specify a
10:13 specific format if you like. So, if a GIF file is created, InDesign
10:20 will use these options here in the GIF options area to determine how the GIF
10:25 file is created. There are really just two main options in
10:30 this area. The Palette menu and the Interlace option.
10:35 So,the options in the Palette menu let you determine how you want InDesign to
10:40 handle colors when optimizing GIF images, and if you select the Interlace option,
10:45 it will speed up the download time of GIF images.
10:52 Or in other words, it'll potentially speed up the time in which the image
10:55 loads on an e-book reader, but this option also will increase the file size a little.
11:02 Now, in my testing, I don't really notice a difference between this option being
11:06 selected and not selected, so I generally leave it deselected.
11:11 I'm mainly concerned with the JPEG options.
11:15 So, for image quality, I normally choose High, because I like high quality JPEG images.
11:23 Now, in my testing I've discovered that there really isn't a difference between
11:28 High and Maximum. When comparing the difference between
11:33 images that were exported with the Maximum setting and the High setting, I
11:36 discovered that the High setting gave me just as good of results and the images
11:40 were slightly smaller in size. Within the Format Nethod menu, there are
11:47 two options, Baseline and Progressive. Now, I haven't really noticed a
11:52 difference between these two settings. So I just use the Default option.
11:57 Alright. I'll go ahead and Cancel this.
12:00 One of the questions that I frequently get is whether or not you should use
12:03 color or grayscale images in your e-books, since many e-book readers have
12:07 grayscale screens. Now, I actually recommend that you use
12:12 color images whenever possible. Although, many of the current e-book
12:17 readers have grayscale displays, it's actually a good idea to use color images
12:21 for two main reasons. So for one future, e-book readers will
12:27 most likely have color displays. So, the e-books that you create today
12:32 won't have to updated later on. And secondly, some e-book reading devices
12:39 such as the Apple iPad, the iPhone, the iPad Touch, and various smartphones
12:44 actually support color images. Now, I've just walked you through the
12:50 process of exporting images from InDesign CS5.
12:54 I'd like to point out that InDesign CS4 actually has one other option that
12:58 InDesign CS5 doesn't have. So, I'm going to switch over to InDesign CS4.
13:06 And from the File menu, choose Export for Digital Auditions to create an ePUB file.
13:16 And in Images area, I'd like you to notice that there's a Copy Images menu.
13:21 So this menu isn't available on InDesigns CS5.
13:24 It has two options, Original and Optimized.
13:30 If you choose Original, the original images are exported to the EPUB file.
13:38 Now, keep in mind that when producing a document in InDesign, you typically use
13:41 high resolution images. So if you try to use the same images for
13:46 an e-book, they'll most likely be way too big.
13:50 And large images consume a lot of memory and they actually take longer to draw on screen.
13:56 If an image is too large, you'll actually encounter problems on e-book readers that
14:00 have limited memory and processing power. So I highly recommend that if you're
14:07 working with InDesign CS4, choose Optimize and let InDesign automatically
14:12 export an optimized version of the images for you that display well on most e-book readers.
14:20 All of the other options in this category are the same as they are in InDesign CS5.
14:27 All right, now, I've just covered a lot of material.
14:31 But, let me just summarize the main points that you need to remember.
14:35 First of all, work in the Points Measurement System or the Pixels
14:38 Measurement System. Resize your images to the size that you
14:42 would like to see them in an e-book reader.
14:46 For average images, they should be between 300 and 600 pixels wide.
14:51 For full screen images, they should be 600 pixels wide by about 800 pixels tall.
14:57 And then, when you export the EPUB file, make sure and select the formatted option
15:02 in the Images category, and then, I like to choose Automatic for image conversion,
15:07 and for the image quality, I select High. And that's all there is to it.
15:14
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Working with InDesign artwork
00:02 When you're exporting EPUB file from InDesign, any artwork that was created
00:06 with InDesign's various drawing tools, is not actually exported to the EPUB file.
00:12 So in this lesson, I'm going to show you how to work around this issue.
00:17 I'll use the Rectangle tool to draw a simple shape.
00:20 And I'll fill it with a color. And now, I'll export the EPUB file.
00:29 And as you can see, that object was not exported to the EPUB file.
00:34 So, in order to ensure that it is exported, I need to convert it to an
00:38 external image. And that's easily done with the help of Illustrator.
00:44 So, I'm going to copy this object, Cmd or Ctrl + C, I'll switch over to Adobe
00:49 Illustrator, create a new document, and paste that graphic right into this
00:54 document, Cmd or Ctrl + V. Now, I can save this as an image.
01:03 I'll just call it Square and save it to the Desktop.
01:09 Now, I can switch back over to InDesign and import that image.
01:14 I'll delete this one. And from the File menu, choose Place.
01:19 I'll select the image, and before I actually import it, I want to make sure
01:23 and select this option here, Show Import Options.
01:28 That way, when I click Open, I'm presented with additional options, which
01:32 allow me to determine how I want that image imported.
01:37 I want to make sure that Bounding Box is selected from this Crop To menu.
01:41 That way, only the object within the Illustrator file is actually imported
01:46 into InDesign. I also want to make sure that Transparent
01:50 Background is selected so that any transparency in the graphic is honored
01:53 when I place the file into InDesign. Alright, I can click OK now, and place
01:59 the file. So, if I open up the Links panel, you can
02:04 see that this is an external image, and when I export this file as an EPUB file,
02:10 I can be sure that that graphic will be exported.
02:17 Now, what if you had a page that was full of an assortment of different frames,
02:22 both text frames and various graphics that were drawn with InDesign's drawing tools?
02:31 And you want to make sure that the entire page becomes one single image?
02:36 Rather than converting that entire page to an Illustrator file, you can use
02:41 InDesign instead. You can actually import InDesign files
02:45 within InDesign. So, I would create a new InDesign
02:48 document that matches the same dimensions as the document I'm working with.
02:55 And then, I would copy all of the objects from this page, paste them on to the new
03:00 page, I'll choose Edit > Paste and Place to paste them into the same xy position
03:05 that I copied them from. And then, I'll save this.
03:11 So, let's say this was the cover for my book.
03:15 I would then switch back to the document that contains my book.
03:20 And then either delete all the objects on this page, or move them to the paste board.
03:25 Any objects on the paste board will not be exported to the EPUB file.
03:29 And now I can place that file, that I just created, called Cover right into
03:34 this InDesign document and make sure from the Crop To menu that Page Bounding box
03:39 is selected so that the entire page is imported and then click OK.
03:48 So now, this InDesign file is an external image and when I export this as an EPUB
03:54 file, I can be sure that it's exported. And there it is.
04:02 Another great reason to create an external InDesign file, is that it's
04:06 really easy to edit this. If at any time I need to make changes to
04:12 this page, all I need to do is hold the Option key or the Alt key and then
04:15 double-click the image. That opens the original document backup
04:22 inside of InDesign. I can then make any changes that I want.
04:27 Save this file, Cmd or Ctrl + S, switch back to the original document, and
04:31 InDesign automatically updates the new changes.
04:37 So, by treating InDesign files as placed images, you still get the benefit of
04:41 working with InDesign to create the images, and you can be sure that they're
04:44 exported to the EPUB file.
04:48
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Setting up an ebook cover page
00:02 In this lesson, I'm going to show you how to set up the cover page, for an e-book.
00:06 This sample book cover was created with two frames, a text frame that contains
00:10 the title of the book, and a graphics frame that contains the cover image.
00:16 Also notice that I've applied a Drop Shadow to the text.
00:20 Alright, let's see what happens when I export this as an e-book file from the
00:25 file menu. I will choose Export for and then EPUB, I
00:29 will send this to the desktop and click Export.
00:35 Notice that the book title is missing. It was actually placed below the image.
00:41 So if I scroll to the next page, you'll see my book title.
00:46 As you can see, if your book cover is composed of an assortment of text and
00:50 graphics frames, all the design elements end up flowing in a linear direction in
00:54 the EPUB file. Also notice that the formatting of my
00:59 text was discarded. The correct font isn't being used.
01:04 The color of the text is black instead of white and the Drop Shadow is completely missing.
01:10 So to ensure that my book cover appears correctly in the EPUB file, I need to
01:14 convert the cover to and external image. Fortunately, InDesign allows you to place
01:20 an InDesign document within another InDesign document.
01:25 So, that's exactly what I am going to do. I'll start by creating a new InDesign
01:30 document, and I'll make the dimensions of this new document the same as my other
01:35 file, which is 6 by 9 inches, and click OK.
01:41 Now, I'll go back to my first cover file, and select both of these frames and cut
01:46 them, Command or Ctrl+X. I'll switch back to my new document, and
01:52 from the Edit menu, I'm going to choose Paste in Place.
01:56 This will paste the graphics into the same location that I copied them from.
02:01 I go ahead and Save this file, I will call it Cover.
02:04 Now, I can close this file and in my original document, and now I am going to
02:09 place that cover document that I just created within this InDesign document by
02:14 choosing file Place, selecting that cover document, and opening it.
02:22 Now, I'll just position my pointer up here at the top left corner of the page
02:26 and click once to place it. So next, I need to make sure that my
02:31 image is at the optimal width and height. Ideally, your cover image should be
02:36 around 600 pixels wide by 800 pixels tall.
02:41 Let's find out what the dimensions of this image are.
02:43 I'll switch the measurement system to pixels by right-clicking up here on the
02:48 top left corner of the page where the rulers meet.
02:53 I'll right-click that, and from this menu, I'll choose Pixels.
02:56 Now, if you're working with InDesign CS4, you can choose Points and get the same results.
03:04 So this image is 432 pixels by 648 pixels tall, and that's really too small, so I
03:10 need to increase the size to about 600 by 800 pixels.
03:18 But the size of this document is also to small, so I will first change the
03:22 dimensions of this document by going to the File menu, and choosing Document Setup.
03:30 I will change the dimensions to 600 by 800 pixels.
03:34 And now, I can easily resize this graphic.
03:37 I'll position it at the top left-hand corner of the page and while holding the
03:42 Shift and Command keys down or the Shift and Ctrl keys on a PC.
03:48 I'll drag the bottom right corner down and I'll fit the height of this image to
03:53 the page, so it doesn't exactly fit the entire width, but that's okay.
04:00 I can even center it if I like. Alright, so now, I'll go ahead and export
04:04 this as an EPUB file. I'll replace the existing file, and this
04:12 time, I want to visit the Images Category, because I want to make sure
04:16 that the image quality is set at high. And now I'll click Export.
04:24 So, when I exported the EPUB file this time, that imported InDesign document was
04:29 converted to a JPEG image. Now, I'm working on a screen resolution
04:34 that's wider than it is tall, so that's why the entire image isn't fitting on my screen.
04:40 But, in a typical dedicated e-book reader, you would be able to see the rest
04:43 of the image. I'd like you to notice that this image is
04:47 left-aligned, so if you would like to center the image on the page, you can do that.
04:54 I'll switch back to InDesign, I'm going to cut this graphic by pressing Command
04:59 or Ctrl+X, and I'll create a text frame that's the same size as the page.
05:08 And notice that my cursor is blinking within that text frame.
05:11 So now, I'm going to paste a graphic, Command or Ctrl+V, within the text frame
05:17 and I'll go ahead and center this. So InDesign is treating this image as if
05:24 it were text. I can center align the image, and then,
05:28 create a paragraph style that I apply to that paragraph.
05:33 I'll hold the Option key or the Alt key on the PC as I click the Create New Style
05:37 button at the bottom of the paragraph styles panel.
05:42 I'll call this my cover image and apply it to the selection and then click OK.
05:49 And that's all there is to it. So now, when I export this EPUB file, the
05:54 image will be centered on the screen. All right, I'll go back to InDesign,
06:00 because there's one last important tip that I'd like to give you.
06:06 Notice that for my cover, I created a single document, and then, this document
06:10 is part of an InDesign book file. Since the EPUB format does not define
06:15 page structure, all the content flows together in one continuous linear stream,
06:20 which can be problematic for an e-book cover.
06:25 Because the text from the following page can run in to the cover image.
06:31 So, in order to avoid this problem, I created a separate InDesign document for
06:36 my cover image. And then, I combined it with the other
06:40 documents with the e-book using InDesign book file.
06:45 That way, each one of these documents becomes a separate HTML file in the EPUB
06:49 document and the text below the cover image will not run into it.
06:56 Now, what if all the content for your e-book is contained within a single
07:00 InDesign document? Well, if you're using InDesign CS4,
07:04 you'll want to separate each chapter into a separate InDesign document and use a
07:08 book file to combine the documents together as a single publication as I've
07:12 done here. But if you're using InDesign CS5, you can
07:17 keep all the content within a single InDesign document, and then specify the
07:21 Export option that will break up the content of your document into individual
07:26 chapters when you export the EPUB file. I'll go ahead and open up another
07:32 InDesign document. This is the same e-book, but it's
07:36 contained within a single InDesign document.
07:42 I'll replace the cover elements here on the first page with that image that I set
07:46 up in the other document. So I'll just copy this entire text frame,
07:52 Command or Ctrl+C, and I'll just paste it into this document.
07:58 Now, that's way too big to fit into the document dimensions, but that's okay,
08:02 because InDesign will actually export the entire image to the e-book.
08:07 So in order to ensure that content does not run into the bottom of the cover
08:12 image in my e-book, I need to apply a First Level Paragraph style to this heading.
08:21 So notice I've applied Section Title to this heading, and then in the Layout
08:26 menu, within the Table of Contents Styles, I created a TOC style called
08:30 navigation guide. I'll go ahead and double-click that to
08:36 open it up, and since the section title paragraph style has been specified as a
08:41 level one entry, I can use this when I export the EPUB file.
08:50 In the Contents section, I just need to make sure and select use First Level
08:54 Entries as Chapter Breaks. And, since that's a First Level Entry, a
08:59 new chapter break will occur right there preventing the text from running into the
09:04 cover image. I'll go ahead and click Export.
09:10 So that's another way of ensuring that your e-book cover appears on its own page
09:14 in an e-book reader. Alright, so, now you know how to set up
09:18 the cover page for an e-book. You understand how important it is to
09:22 create an external image for your book cover, which you then place into your
09:26 book layout. It's also important to make sure that
09:31 your cover image is around 600 pixels wide by 800 pixels tall.
09:35 And, to make sure that the cover loads as a separate page in an e-book reader,
09:39 place it in its own e-book document. Or, use the InDesign CS5 feature that
09:44 creates Chapter Breaks according to the First Level Entries in your TOC style.
09:50
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6. Adding the Final Touches
Creating a table of contents
00:02 It's really important for every ebook to have a table of contents or a TOC.
00:07 In fact, there are 2 types of TOC's that can be included in an ebook.
00:11 A traditional TOC that's located at the beginning of the book, such as this one
00:15 here, and a navigation guide that often appears as a menu in an ebook reader.
00:21 In Adobe Digital Editions, the navigation guide is located on this panel over here
00:26 at the left side. In this lesson, I'm going to show you how
00:30 to create a traditional table of contents.
00:33 Notice that each one of these entries is a clickable hyperlink.
00:37 So, I can click in entry and I'm taken quickly to that chapter.
00:41 All right. I'll switch over to InDesign and walk
00:44 through the steps. All of the documents for this ebook are
00:48 part of a book file. Each section and chapter is contained
00:52 within its own InDesign document. I also created a separate document for
00:57 the table of contents because I want it to appear on its own page in an EPUB file.
01:03 I'll go ahead and open up all of these documents.
01:06 I'll select a cover. And while holding the Shift key, I'll
01:09 select a Chapter 5 document and then I'll double-click anyone of these selected
01:13 chapters to open up all of them. I'll navigate to the contents document
01:19 and locate the page that the table of contents is on.
01:23 Now, you might think to just create this TOC with InDesign's table of contents feature.
01:29 But if you do, it'll actually be discarded when you convert the
01:33 publication to an EPUB file. So, you have to manually create the TOC instead.
01:39 And I recommend using InDesign's Cross References feature to create each entry
01:43 in the TOC because they're automatically converted to hyperlinks in the EPUB file.
01:49 Creating a cross reference is actually quite easy.
01:52 Just make sure that you consistently apply paragraph styles to all the text
01:56 that you want to reference before you attempt to create the cross references.
02:02 Once you've done that, open up the hyperlinks panel.
02:04 By going up to Window > Interactive > Hyperlinks.
02:09 The Cross References section is located at the bottom half of this panel.
02:14 So, to create a cross reference, insert your cursor where you would like the
02:18 cross reference to appear. I'll go ahead and delete this text here,
02:23 since the entry will automatically be inserted when I insert the cross reference.
02:29 And now, I'll click the create new cross reference button at the bottom of the
02:32 hyperlinks panel. So, in this dialog box, make sure that
02:37 paragraph is selected in the Link To menu.
02:41 And then, specify the document that contains the text you want to reference.
02:46 I'll choose Section One. And as you can see, it definitely speeds
02:50 up the process of creating cross references if you already have all the
02:53 documents opened beforehand. So next, you'll need to select a
02:59 paragraph style, that's applied to the text that you want to reference.
03:03 And in this case, I want to locate the Section Title Style.
03:07 And now that I've selected it, notice that all the text that this style is
03:11 applied to, shows up at the right side of the dialog box.
03:16 And in this case, there's just one paragraph in that entire document that
03:19 had this style applied to it. And it shows up here.
03:23 So next, I want to format this cross reference.
03:26 InDesign provides several predefined formats which are located here in this menu.
03:33 Since I only want the full paragraph and not the page number two appear on my
03:37 ebook, I'll choose Full Paragraph. I also want to make sure and choose
03:41 Invisible Rectangle.Otherwise, a box will appear around the entry.
03:44 And now I can click OK. So I just inserted the first entry.
03:48 I'll go ahead and finish inserting the rest of the entries, repeating those same steps.
03:55 Now, you don't actually have to delete the text because any selected text will
04:01 be replaced with the inserted cross reference.
04:07 So, the text that I want to reference is located in the Chapter 1 document and it
04:12 has the style Chapter Name applied to it. All the other settings were remembered
04:18 from the last time and I'll click OK. I'll do the same for chapter two.
04:24 That's located in Chapter 2. Again, the chapter name style is applied
04:27 to it. It's just a matter of repeating this
04:31 process for each entry. (BLANK_AUDIO).
04:39 This entry is located within the Section 2 document (SOUND) and it has the Section
04:44 Tiitle Style applied to it. (SOUND).
04:58 And just one more. (SOUND).
05:03 All right. So, now I can export the EPUB file.
05:07 I'll go ahead and save this document. And to export from the book file, I need
05:12 to go to Book Panel > Export for Digital Editions.
05:19 I'll send this to the Desktop and I'll click Export.
05:28 And here is the table of contents I just created.
05:30 Each one of these entries is a clickable hyperlink.
05:34 So, that's all there is to it. Just insert cross references for each
05:37 entry in the table of contents. The text will be automatically generated
05:41 for you and if you ever need to update that text, the cross reference can be
05:45 automatically updated to display the new change.
05:50 There's just one last thing that I'd like to bring to your attention.
05:53 Notice that I used InDesign CS4 to create this ebook.
05:57 Now, I could have used InDesign CS5 to create the cross references as well.
06:02 But unfortunately, InDesign CS5 currently has a bug that creates broken hyperlinks
06:07 in an EPUB file when you export from a book file.
06:11 Now, this is currently a bug in InDesign CS5 Version 7.0.0 to 7.0.2.
06:18 So, hopefully Adobe will have fixed it by the time you view this video.
06:26
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Creating a navigation guide
00:02 The Navigation Guide is one of the most important parts of an ebook because it
00:05 allows a reader to quickly jump to a specific locations within a book.
00:11 It's essentially a table of contents for an ebook and it often appears as a menu
00:15 in an ebook reader. In Adobe Digital Editions, the navigation
00:20 guide appears on this panel at the left side of the ebook.
00:24 If I click one of these entries, I'm quickly taken to that part of the book.
00:28 In this lesson, I'm going to demonstrate how to automatically generate a
00:32 navigation guide when you export an EPUB file from InDesign.
00:37 I'll go ahead and switch over to InDesign.
00:39 And notice that all the documents for this ebook are part of a book file.
00:44 Each section and chapter is contained within its own InDesign document.
00:49 I'll go ahead and export this book file as an EPUB file.
00:53 I'll go to Book Panel > Export Book to EPUB.
00:56 (SOUND). And I'll go to the Contents Section of
01:02 this dialog box. Notice that none of the options within
01:05 the table of contents area are selected. So, when I click Export, InDesign will
01:12 still generate the Navigation Guide. And here it is.
01:16 But notice that the entries have been created, based on the names of my
01:20 InDesign documents. So, if you want more control over the
01:25 content and the structure of the Navigation Guide, you need to set up a
01:28 TOC style, which will then be used to generate the Navigation Guide when you
01:32 export the EPUB file. Let me show how that's done.
01:36 I'll go ahead and create a TOC style within the contents document.
01:43 This is the document that contains the table of contents.
01:46 The traditional one that appears in the beginning of the ebook.
01:49 But it doesn't really matter which document you create to TOC style in
01:53 because when you export the EPUB file, you can specify which document contains
01:57 the TOC style. Now, before you can actually set up a TOC
02:03 style, you first need to create and consistently apply paragraph styles to
02:07 all the text that will make up your navigation guide.
02:13 For this book, I applied a style called Section Title to my Contents Heading, and
02:18 all of the section headings. And I created a style called Chapter
02:23 Name, which I've applied to all of my chapter headings.
02:28 So, after you've applied the necessary paragraph styles, you're then ready to
02:31 create the TOC style. I'll go back to the contents document to
02:37 create a TOC style. Go up to Layout > Table of Contents Styles.
02:44 Click the New button to create a new style.
02:45 I'll just call this Navigation Guide. (SOUND).
02:49 And the title, you can ignore this. Really, the only area that you're
02:54 concerned with in this dialog box is the Include Paragraph Styles area.
03:01 So, all you need to do is move the styles from this box over here to this box on
03:05 the left side to determine the content of your navigation guide.
03:11 And the two styles that determine the content of my navigation guide are
03:15 Section Title and Chapter Name. So, I'll locate the Section Title style
03:20 and click Add. And then, I'll locate the Chapter Name style.
03:25 (SOUND). There it is.
03:26 I'll click Add. Notice that it's slightly indented.
03:30 That means that this is a level two entry.
03:34 I'll convert this to a level one entry by clicking More Options.
03:38 And then here in the level box, typing in the number one.
03:43 So, now that these are both level one entries, that's the way all the entries
03:46 will appear in the Navigation Guide. I also need to make sure and check
03:51 Include Book Documents, since this document that contains the TOC style, is
03:56 part of a book file. And now I'm ready to click OK.
04:01 It's really that simple. So, now when you export this as an EPUB
04:05 file, you need to specify which of the documents in this book file contains the
04:10 TOC style by specifying it as the style source.
04:15 So, I'll click to the left side of the document that specifies it as the style source.
04:21 I'll go ahead and save this document, Cmd or Ctrl+S, and now I'll export my ebook.
04:28 From Panel > Export Book to EPUB. And this time, in the Contents Section, I
04:35 want to check Include InDesign TOC entries.
04:39 And then for the TOC style, specify the TOC style that I just created.
04:45 Now, had I not specified the contents document as the style source in the book
04:49 file, the Navigation Guide TOC style would not have appeared in this menu.
04:54 All right, the other thing I want to do is suppress automatic entries for documents.
05:00 This way the document names themselves don't appear in my Navigation Guide.
05:05 And now I am ready to click Export. And here it is, my Navigation Guide,
05:09 using the proper names and each one of these entries when clicked upon takes me
05:14 right to the section of the book. Now, it's also possible to create a
05:19 multilevel Navigation Guide. Let me show you how that's done.
05:25 I'll go back to the Contents Document, which contains my TOC style.
05:28 Go up to Layout > Table of Contents Styles.
05:32 And then, I'll Edit this style. I'll click Edit.
05:36 I'll convert Chapter Name into a level two entry, and click OK.
05:41 I'll save the document, Cmd or Ctrl+S, and I'll export the EPUB file.
05:51 Again, in the Content Section, I just want to make sure that I've included the
05:55 TOC entries, the Navigation Guide, TOC style is specified, and I'm suppressing
05:59 those automatic entries for the document names.
06:07 And here it is, a multilevel navigation guide.
06:10 Each section contains the chapters within it.
06:14 Now, I've been working with an InDesign book file but, that doesn't mean that you
06:18 can generate a navigation guide when you export a single InDesign document as an
06:21 EPUB file. You just go through the same steps that I
06:25 just demonstrated. So, now you know how to set up an
06:30 InDesign TOC style that is then used to generate a navigation guide in an ebook.
06:38
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Inserting metadata
00:00 Metadata is an important part of every eBook because it describes the book and
00:05 it makes it searchable. There was a time when Metadata was
00:10 something that only people working in a warehouse had to worry about.
00:14 But these days, Metadata is absolutely necessary for consumers because it allows
00:18 them to find eBooks through web searches. And as you can imagine, that makes
00:24 Metadata an incredible marketing tool for publishers.
00:28 In this lesson, you will learn how to add Metadata to an InDesign document so that
00:32 it gets exported when you create the EPUB file.
00:36 The EPUB file format actually supports a number of Metadata entries, such as the
00:41 title, the author, and the publisher of a book.
00:45 InDesign can automatically export some of the important Metadata entries for you
00:49 when you export an EPUB file. So to add Metadata to an InDesign
00:54 document, go up to the File menu and choose File Info.
01:00 That opens up the File Information dialog box, which actually contains a lot of
01:05 different Metadata fields. However, only five of these are actually
01:12 exported to an EPUB file, and they're located within the Description tab.
01:18 That's Document Title, Author, Description, Keywords, and Copyright Notice.
01:24 For the Document Title, just enter the name of your publication.
01:30 And for the Author, enter the first and last name of the author.
01:35 If there are more then one author, then separate them with a semicolon.
01:44 For the Description, you'll normally enter some text that describes your book
01:47 and that might be the same text that's found on the back of the printed version
01:50 of the book. And then, for the Keywords field, you're
01:59 going to want to enter several keywords that describe your publication subject categories.
02:05 Now, if you don't already know the keywords for your book, I suggest that
02:09 you select a subject from a controlled vocabulary, such as the list that the
02:13 Book Industry Study Group provides. The Book Industry Study Group is the book
02:20 industry's leading trade association for research and supply chain standards.
02:27 You can find a complete list of subject headings on their website.
02:32 Their website is www.bisg.org, locate their subject headings I'm looking at
02:35 that page now. So, here are all the major headings.
02:45 Let's say that my book is part of computers so I would click there.
02:50 And then here, you would find a list of many subcategories.
02:55 So, I would just select one of these and copy it, go back to InDesign and paste it
03:01 into my Keywords field. And then, multiple keywords should be
03:07 separated with either semicolons or commas.
03:11 And then, for the copyright notice, just enter the copyright information for your
03:17 publication, such as copyright, followed by the copyright symbol, the date,
03:23 something like that. And once you've filled out all of the
03:28 Metadata, click OK, and now watch when you export the eBook.
03:33 You just need to make sure and select Include Document Metadata to make sure
03:39 that those five fields are exported. Also notice that there are two additional
03:48 Metadata fields here in this Export Options dialog box, Add Publisher Entry
03:52 and Unique Identifier. These two fields are not available in the
03:57 File Information dialog box, so you definitely want to fill these fields out
04:01 as well. This would be the publisher of your book
04:06 such as Adobe Press. And for the Unique Identifier, you can
04:10 enter your eBook's ISBN number. Now, if you don't enter anything here,
04:15 InDesign will actually create a unique identifier for you because every eBook
04:20 needs to have one. So, that text that I just removed was the
04:24 Unique Identifier that InDesign would have automatically created.
04:29 But you would want to enter something like a standard 13-digit ISBN number here.
04:34 And then, once you click Export, that Metadata is exported to the eBook.
04:41 Now inside of Adobe Digital Editions, I can display some of that Metadata by
04:46 clicking on the Reading menu and choosing Item information.
04:52 And here, you can see the name of the eBook, and the author, and the publisher.
04:59 Some other eBook readers will actually display more information about it.
05:04 And as you're shopping for eBooks on different websites, some websites will
05:08 display more Metadata information than others.
05:12 Alright. So, there's one last thing that I'd like
05:15 to mention. That is, if you are exporting an EPUBfile
05:19 from an In Design book file, make sure that the document that contains the
05:23 Metadata is specified as the Style Source.
05:28 So, if the Contents Chapter contained the Metadata, I would need to click to the
05:32 left side of the Document Name to specify it as the style source.
05:38 That way, when I export this file as an EPUB file, the Metadata is exported from
05:43 that chapter. Alright.
05:48 So now, you know how to add Metadata to an InDesign document and export it to an
05:52 EPUB file.
05:54
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7. Beyond InDesign: Editing an EPUB File
Including additional metadata
00:02 When you export an EPUB file from InDesign, only some of the available
00:05 metadata entries are actually filled out. So you have to edit the EPUB file in
00:11 order to add more metadata to it. In this lesson, I'm going to show you how
00:15 to do just that. InDesign CS5 provides seven metadata
00:19 fields that are exported to an EPUB file. Within the File Informatoin dialog box,
00:27 you can fill out the document title, the author, description, key words and a
00:33 copyright notice. And then InDesign will export this
00:38 information to an EPUB file. And then when you export the EPUB file,
00:44 there are two additional fields that can be filled out as well.
00:52 The publisher entry, and the unique identifier.
00:56 Now if you're using InDesign CS4, the unique identifier field isn't available.
01:01 But all the other metadata fields are. All right, let's open up a completed EPUB
01:06 file that I created earlier. I'm going to open it with Oxygen XML Editor.
01:11 I'll switch over to it. So within Oxygen, I'm going to open the
01:15 EPUB file within the Archive Browser panel.
01:20 To do that, I'll click this Open Archive button, locate the EPUB file and click Open.
01:26 So to access the metadata within an EPUB file, you need to open the content.opf
01:32 file, which is located within the OEBPS folder.
01:38 Here it is. I'll double-click it to open it up.
01:42 Now the first time that you open the OPF file, you're asked to associate it with a
01:46 known file type. This is just an XML file, so I'll keep
01:51 XML selected and the select Sssociate File Type With Editor and click OK.
02:00 From now on I won't be asked that question.
02:02 Notice that all the code within this file is located on a single line.
02:07 So it's impossible to read it. Oxygen provides a wonderful tool for
02:11 making this code reader friendly. It's right up here, and it's called
02:17 Format and Indent. I'll go ahead and click that, and now
02:20 this XML code is much easier to read. So all the metadata for an EPUB file is
02:26 contained within this metadata element. Notice that the metadata that I added to
02:32 my InDesign document has been added to this EPUB file.
02:36 Here's the title, the creator, the subject, the description, and then the
02:41 publisher copyright and unique identifier.
02:45 But as you can see, InDesign doesn't fill out all the available elements.
02:50 So you might want to fill out some of them if they're relevant to your ebook.
02:54 In fact, it's always a good idea to add a date to your EPUB file.
03:00 This date element is currently empty. So I need to add information to it.
03:07 To do that, I'm going to remove this forward slash, and then Oxygen will add
03:10 an end tag to the element. Now all I need to do is fill out the date
03:15 for my publication. And here's how you need to do that.
03:19 You start by filling in a required four digit year.
03:23 And the you can add an optional two digit month, and then if the month is given,
03:29 you need to add an optional two digit day of the month.
03:35 And then there's other metadata as well. The source, relation and coverage; now
03:40 these are optional metadata entries. For the source, you would fill out
03:46 information about a prior resource from which your publication was derived.
03:51 And for the relation element, you need to enter a reference to a related resource.
03:58 For coverage, you can add information about the extent or scope of your
04:02 publication's content. Now, in addition to these meta data
04:07 fields, there are actually three more fields that can be added to an EPUB file.
04:13 They are contributor, type, and format. So, if I wanted to enter a contributor
04:18 element, I would just need to make sure and enter it somewhere within this
04:22 outermost metadata element. I can add it here.
04:27 So I would need to type in a less than symbol followed by DC, which stands for
04:31 Doublin Core. And then I would just type in a colon
04:36 followed by a contributor. And then a greater than symbol.
04:41 So for the contributor element, you need to add the name of a person, or even an
04:45 organization, who contributed to your publication.
04:49 So, if Joe Smith helped me out with this publication, I would just type in his
04:53 name right here. So if you wanted to add a type element to
04:57 this, you would do the same thing. Just add a new line, type in DC, followed
05:02 by the word type. So here you would enter the genre of your publication.
05:10 And the last metadata element that can be added to an EPUB file, is the format element.
05:16 Here you would add the media type, or the dimension of your publication.
05:22 So if you want more detailed information about these entries, and how to properly
05:26 conform to the Dublin Core Metadata standard I reccomend checking out their website.
05:34 I'll switch over to that. So here's their website, which you can
05:40 find by going to dublincore.org. And I have this particular document open,
05:46 which is the Doublin Core Metadata Element Set.
05:51 And this really gives you a complete description of all those metadata
05:55 elements, and how to use them properly. Alright, so now you know how to edit an
06:02 EPUB file, in order to add additional metadata to it.
06:08
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Customizing the navigation guide
00:02 In this lesson, you'll learn how to customize the navigation guide in a EPUB file.
00:06 After exporting an EPUB file from InDesign, it's sometimes necessary to
00:10 customize the names that appear in the navigation guide.
00:15 In Adobe Digital Additions, the navigation guide is displayed in the
00:19 panel over here at the left side of the window.
00:23 Notice that the name of this entry is quite long.
00:27 Since the heading paragraph style is applied to this text in the InDesign
00:30 document, this is the text that shows up in the navigation guide.
00:36 Now, I think that this entry should actually say about the author, which
00:39 would more clearly label the content of this section and it would make more sense
00:43 to the reader as well. This next section contains a list of
00:48 other stories by the same Author. So, to more clearly explain what this
00:52 section is, I think the entry should say, list of stories, instead.
00:58 So, to make these changes to the navigation guide, I need to edit the EPub file.
01:04 I'll go ahead and open it up with Oxygen XML Editor.
01:08 (SOUND). At the top of the archive browser panel,
01:10 I'll click the Open Archive button. I'll locate that EPUB file and open it up.
01:16 Within the OEBPS folder, I need to locate the TOC.ncx file.
01:24 I'll go ahead and double-click it to open it.
01:28 This is an XML file and it serves as the navigation guide in an ebook reader.
01:34 Right now it's impossible to read because all the code is on one line.
01:39 So, to make this XML more reader friendly, I'm going to click this button
01:44 up here, Format and Indent. And Oxygen has made this XML much easier
01:51 to read. All the content for the navigation guide
01:55 is defined within this NavMap element. The bottom of this element is located
02:01 down at the bottom of this file. Each entry in the navigation guide is
02:07 defined by a NavPoint. Notice there are multiple NavPoints
02:12 within the NavMap element. Each NavPoint contains a NavLabel.
02:18 And within each NavLabel is a text element, which contains the actual text
02:23 that shows up in the navigation guide. So, to change the text for the entry, all
02:29 I have to do is select it, and then replace it with the actual text that I
02:33 want to see. So, in this case, I'd like this to say
02:38 about the author. And this next entry, this should say list
02:44 of stories. I'll go ahead and save the file, Cmd or Ctrl+S.
02:51 And lets view the results. I'll hide Oxygen and double-click the
02:55 EPUB file to reopen it. And as you can see, both of those entries
02:59 have been modified. This one says, About the Author.
03:03 And this one now says, List of Stories. So, now you know how to customize the
03:08 Navigation Guide in an EPUB file. It's really quite simple.
03:12
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Adding drop caps
00:02 In this lesson, I'm going to show you how to create a drop cap in an eBook.
00:06 Unfortunately, when you export an EPUB file from InDesign, any drop cap
00:10 formatting that you've applied is completely ignored.
00:14 So to create a drop cap, you have to edit the EPUB file after exporting it from InDesign.
00:20 Let me show you how that's done. I'll switch over to the InDesign document
00:24 that was used to create this EPUB file. And to expedite the process of creating
00:29 the drop cap, I'm going to first apply a character style to the drop cap character.
00:35 I'll go ahead and select it, and apply the drop cap character style.
00:38 And now I can export the EPUB file. From the File menu, I'll choose Export
00:44 For, and then EPUB. I'll send this file to the desktop, and
00:49 I'd like to view this eBook, after exporting it, so I'll select this option,
00:54 and then in the Contents section, I want to deselect include embeddable fonts, and
00:59 preserve local overrides. And now I'll click Export.
01:06 And as you can see, the drop cap formatting was completely ignored in this
01:10 EPUB file. So, I need to edit this file, in order to
01:14 create the drop cap. To do that, I'm going to use Oxygen XML editor.
01:20 At the top of the archive browser panel, I'll click the Open Archive button,
01:25 select the EPUP file that I want to open up and open it.
01:31 Now within the OEBPS folder, I'm going to locate that XHTML file that was generated.
01:37 I'll open it up, because I'd like you to notice that by applying that character
01:42 style, you've caused InDesign to create this span element, that surrounds the
01:47 drop cap character. And notice that the class attribute for
01:53 this span element is drop cap, which is the name of the character style that I applied.
02:00 So to format the drop cap I need to edit the CSS rule for drop cap.
02:05 I'll go ahead and Open up the CSS file. The CSS rules for all the span elements
02:10 are always located at the very bottom of the document.
02:16 And here is the rule for drop cap. It's empty right now.
02:20 So I need to add formatting to this. I'll start by increasing the fonts size,
02:26 so I'll type in font hyphen size, followed by a colon, and then I'd like
02:31 this to be four times larger than the body text size, which is 1em.
02:38 So I'll just type in 4em, followed by a semicolon.
02:42 Now I'll save this document, Cmd or Ctrl+S.
02:46 Now, if you ever are asked this question within the Oxygen XML editor, you don't
02:51 want to back anything up, so select No Backup and then, Never Ask Me Again.
02:58 I'll click OK, that saves the file. Let's open that EPUB file back up.
03:04 I go ahead and hide Oxygen and I'll hide InDesign as well.
03:11 Now I will double-click the EPUB file to reopen it, and the new changes that I
03:16 just made are loaded. And as you can see the drop cap character
03:20 is now four times larger than the body text size.
03:24 But now I'd like to make sure that the text flows around the drop cap character.
03:30 And I need to bring that character down into the text.
03:34 So I'll go back to Oxygen, and add another property to this CSS rule, and
03:39 that property would be float. The float property causes the drop cap
03:46 letter to float and allows the other text to flow around it.
03:51 I'd like it to float to the left, so I'll select left from this menu and press Return.
03:57 And I'll enter a semicolon, and save the file Cmd or Ctrl+S.
04:03 I'll reopen the EPUB file to see the results.
04:08 And now you can see its floating to the left and text is now flowing around the character.
04:13 But now I need to bring the letter down more into the text.
04:17 So to do that I am going to add another property which is Line-Height.
04:25 Line hyphen Height, followed by a colon, and then the value which needs to be a
04:32 value of 1em or smaller. I'll save that, hide Oxygen and reopen
04:39 EPUB file, and as you can see that brings Drop Cap Character down into the text.
04:47 But now we have another problem. We have too much space below the Drop Cap Character.
04:52 So to remove that, I'll add yet another property to our CSS rule.
04:57 And that would be margin bottom. This needs to be a negative value.
05:02 I'm going to type in negative 0.3em. Now you'll probably go back and forth
05:12 until you get to the value right, because you need to adjust it according to the
05:15 size of the drop cap character that you created.
05:20 All right let us view the results. And now you can see that works very well
05:27 so next I could open up a little bit more space of the drop cap character, and to
05:32 do that I'll add another property and that would be width.
05:40 This needs to be smaller than a value of 1.
05:46 I'll just start with 0.8 em, and that decreases the width of the character,
05:51 which allows a little bit more space to appear to the right side of it.
05:59 And that's all there is to it. As you can see, the combination of these
06:04 CSS properties creates a drop cap. You can even add more properties if you
06:10 like, such as a font weighted bold, if you want to make your drop cap character
06:14 appear bold. So now you know how to create a drop cap
06:18 character in an EPUB file. Simply apply a character style to the
06:22 drop cap character in InDesign. And then, after exporting the EPUB file,
06:28 open it up into your favorite editor and edit the CSS.
06:34
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Creating paragraph rules
00:02 In this lesson, I'm going to demonstrate how to create paragraph rules, both above
00:06 and below text in an eBook. When you export an ePub file from
00:11 InDesign, any paragraph rules that you applied are ignored.
00:16 So to create them, you have to edit the ePub file after exporting it from InDesign.
00:21 I'll switch over in In Design and work you through the process.
00:25 I'd like you to notice that a paragraph style has been applied to this text.
00:29 The style defines both a paragraph rule above and a rule below.
00:35 Now when I export this file as an ePub file, unfortunately these paragraph rules
00:40 will disappear. I'll go ahead and export the Epub file.
00:48 I'll send it to the Desktop and I'd like to view this Ebook after exporting so
00:52 I'll click this option here and in the contents section I'll deselect, Include
00:58 Embeddable Fonts. I definetly don't want to include them in
01:03 this Epub file. And I don't want to preserve the local
01:07 overrides either, and I'll click export. Here's my e pub file.
01:13 So to create the paragraph rules I need to edit the CSS file within the e pub file.
01:18 I'll go ahead, and open it up with the Oxygen XML editor.
01:23 At the top of the archive browser panel, I'll click the Open Archive button, and
01:27 open up the e-pub file. And within the OEBPS folder, I'll locate
01:33 the XHTML file that was generated and go ahead and open it up.
01:39 Because I'd like you to notice that, since I applied that paragraph style
01:43 called body text to the paragraph, it has become the class attribute for this
01:47 paragraph element. So to create the paragraph rules I need
01:53 to edit the CSS rule called body text. I'll go ahead and Open up the CSS file.
02:00 So to create the paragraph rule above and below this text I'll start by adding a
02:05 border around the text. So I'll just insert a new property, and
02:10 that will be border color. And I'll just make it black, followed by
02:17 a semicolon, and press return. Now, a border color in itself won't do
02:22 anything, so I also need to add another property, border-style.
02:29 And I'll make this solid, followed by a semicolon, and a return.
02:35 So I'll go ahead and save this, Cmd or Ctrl+S.
02:39 I'll hide Oxygen. Let's view the results.
02:44 I'll also hide InDesign, and I'll double click the epub file to reopen it and
02:50 refresh the view. As you can see I've added a border all
02:55 the way around this text. So, next I want to refine this border.
03:01 I want to remove the border from both the left and right edges, and then change the
03:05 thickness of the border on the top and bottom.
03:09 I'll go back to oxygen, and to do that I need to add several more properties.
03:16 So I need to specify specific border top width, border bottom width, a left width,
03:22 and border right width. I'll go ahead and type those properties in.
03:29 For the border top width, I want this to be one pixel.
03:35 So px for pixel. For the border bottom width this should
03:40 also be one pixel. And then for the border left.
03:48 This should be zero pixels. And the same goes for the border right.
03:55 So I'm turning those off. I'll save the file.
04:00 It looks like I have a misspelling, which is what this red underline means.
04:04 Now this is what I really like Oxygen for.
04:07 It'll correct my mistakes for me. So now that's correctly spelled the red
04:12 underline disappears I'll Save the file. I'll hide oxygen and reopen the Epub file
04:23 to view the results and there you go. The paragraph rule is built upINAUDIBLE
04:30 lower looking much better but now their too close to the text so to fix that I
04:34 can add a padding property to this. I just type padding and I will make that
04:42 umm, about three corners of an m unit. All right.
04:48 Let's check that out. I'll reopen the EPUB file, and that's
04:52 looking much better. So as you can see, by combining different
04:56 CSS properties I can create a paragraph rule both above and below this text.
05:03 What's also great about this technique is that the rules will automatically adapt.
05:08 To different screen sizes. Now of course you can get a little bit
05:13 more creative if you like. You can change the color of the text.
05:17 So if I want the border color to be red, and save that.
05:23 I can change the color, I can change the thickness.
05:26 So if one pixel isn't enough, I can add two pixels on the top and keep one pixel
05:30 on the bottom. It's just a matter of fine tuning the
05:36 values for each property in your CSS rule.
05:40 So now you know how to create paragraph rules, both above and below text in an
05:44 ePUB file. You start out by applying a paragraph
05:48 style to the text, that has a rule above or below it, and then edit the ePUB file
05:51 after exporting it from InDesign. And then by using a combination of the
05:57 various CSS properties I just demonstrated, you can format paragraph
06:01 rules for any layout.
06:04
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Creating boxed text
00:02 In this lesson, I'm going to show you how to create a Box Effect around text in an
00:06 EPUB file. This effect is useful for making certain
00:09 text stand apart from other text in a document.
00:13 In this case, I've created a box around the Tip Element.
00:17 I've also centered it on the page and I've added space above and below it.
00:21 Alright, I'll switch over to InDesign to show you how it's done.
00:26 To expedite the process of creating the box around the Tip Element, I placed both
00:30 the heading and the text within a separate Text Frame.
00:35 I then anchored this text frame within the main body of text in order to control
00:40 its position within the EPUB file. If I switch over to Normal View mode, you
00:46 can see that this text frame has been placed within its own paragraph return.
00:52 Now, the actual formatting that I've applied to this tip box will be ignored
00:56 when I export the EPUB file but at least the structure will be preserved.
01:02 Alright, so the last step and most important step in the process is to apply
01:07 an Object Style to this Text Frame. I've already applied an Object Style to
01:13 it and it's called Tip. By applying an Object Style, I'm labeling
01:18 this component so that it's easier to edit it in the EPUB file.
01:22 Alright. I'll go ahead and export the EPUB file now.
01:26 From the File menu, I'll choose Export For and then EPUB.
01:31 I'll save it to the Desktop and I'll click Export.
01:37 So, as you can see, all the formatting has been lost and the text runs right
01:41 along with the rest of the body text in the eBook.
01:46 So, to create the box around this text and add the space above, below it, and on
01:51 the left and right sides, I need to edit the CSS file within the EPUB file.
01:58 I'll go ahead and open this EPUB file up with Oxygen XML editor.
02:03 At the top of the Archive Browser panel, I'll click the Open Archive button, and
02:08 then open up the EPUB file. And then I'm going to open up the XHTML
02:13 file, which is located within the OEBPS folder.
02:18 This was generated from the InDesign document.
02:21 I'd like you to notice that since I placed the tip text within a Text Frame,
02:27 the Text Frame has been converted to a DIV element.
02:33 Notice that this selected DIV tag contains two paragraphs.
02:38 One for the Tip Heading, and one for the Tip Text.
02:43 And by applying an object style to that Text Frame, which was Tip, that has
02:47 become the class attribute for the DIV tag.
02:52 So, all that work that I did in InDesign has set me up to be more productive when
02:56 editing the EPUB file. All I have to do now is edit the CSS rule
03:01 for the Tip. So, I'll go ahead and open up the CSS file.
03:06 Notice that all the CSS rules for DIV elements are located at the very top of
03:11 the CSS file. The Tip rule is currently empty so I just
03:15 need to define the formatting for it. The first property that I'll insert is
03:20 Border Color. And I'll just make that black followed by
03:25 a semicolon and I'll press Return. Now by itself, Border Color won't
03:31 actually do anything so I need to add a Border Style property to this as well.
03:38 And I'll make this solid and press Return.
03:41 I'll go ahead and save this, Cmd or Ctrl + S and now, let's take a look at the results.
03:47 I'll hide Oxygen and InDesign is well and now all I need to do is double-click the
03:53 EPUB file to reopen it and refresh the results.
04:00 As you can see ,I've added a border around the Tip.
04:03 So next, I just need to change the width of this border, and then add the space
04:08 above, below and to both sides of it. So, I'll go ahead and go back to Oxygen,
04:14 and I'll add a few more properties to this rule.
04:17 I'll make the Border Width, one pixel. So, one and then px for pixel.
04:26 I'd also like to add that margin to the top and bottom.
04:30 So, margin top should be 1M, margin bottom, margin bottom is 1M.
04:36 And then, for the right and left margins, those should be 3M, so that there's more
04:43 space on the left and right edges than there is on the top and bottom.
04:51 So, margin right is 3M, and margin eft is also 3M.
05:01 I'll go ahead and save this. And let's take a look at the results.
05:06 I'll reopen the EPUB file, and as you can see, I've added space around the Tip Frame.
05:11 And the border is now thinner, but I still need to add space within the frame,
05:16 so that the text doesn't touch the edges of it.
05:20 To do that, I just need to add one more property.
05:24 And that's Padding. Padding will add space around the text
05:29 within the frame. And I'll make that 0.75 EM which is three
05:35 quarters of an M unit. Let's take a look at the results.
05:41 And there it is, my Tip Element. I'll go ahead and decrease the size of
05:45 the text to fit more text within the page.
05:49 And I'd also like to point out, that this box, is expandable.
05:54 So, depending on which eBook reader you're viewing this eBook on, this box
05:58 will expand automatically to fit the width of the screen size for that viewing device.
06:05 So now you know how to create boxed text in an EPUB file.
06:09 You start by putting all the text within a Text Frame, then anchor that Text Frame
06:13 within the main body text. Most importantly, apply an Object Style
06:19 to that Text Frame. Then, after exporting the EPUB file,
06:23 simply edit the CSS rule for the Box Element using the combination of
06:26 different CSS properties that I just demonstrated.
06:31
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Formatting tables
00:02 Tables are great for systematically displaying all types of information and
00:06 the ePub file format has good support for them.
00:10 But when you've exported an ePub file from InDesign any table formatting that
00:14 you've applied to your tables is lost. Fortunately the structure of the tables
00:20 is preserved. So, to format a table in an ePub file,
00:23 you just have to edit the CSS file within it.
00:27 In this lesson I'm going to demonstrate how I created this table.
00:31 I'll switch over to InDesign and show you how it's done.
00:34 Now to expedite the process of formatting this table, I've already applied
00:38 paragraph styles to all the text within the table.
00:42 I applied the paragraph style called Table Title to this text within this
00:46 first row. And then to all the text within the
00:50 second row, I applied the paragraph style called Table Header.
00:54 I applied the paragraph style called Table Body to all of the text in these
00:58 cells, and then I applied Table Body Left to all the text in the left-most column.
01:06 I applied Table Body Right to all the text in the right-most column.
01:11 It's also important to apply table styles and cell styles to the table.
01:16 I have already applied table style called Standard Table to this entire table and I
01:21 have applied a few self styles as well. So, I applied the title self style to
01:28 this first header row. I applied header self style to the second
01:33 header row and then I applied body cells to the rest of the cells in the table.
01:40 Notice that every other row, in this table has a shaded color applied to it.
01:47 This formatting is actually applied at the table level, instead of to the
01:50 individual cells within the table. So, if I go back to the table style and
01:55 double click it, here within the fills category, you can see that I've applied
01:59 an alternating pattern, to every other row.
02:04 But in order to easily add this same color, to these rows within the ePub
02:09 file, I need to apply a specific cell style to them.
02:14 So, I'll go ahead and duplicate this cell style.
02:18 I'll just drag this style to the Create New icon at the bottom of the Cell Styles
02:22 panel, and release the Mouse button. That creates a duplicate.
02:29 Now I'll just rename it. I'll call this Body Cells Shading, which
02:34 means that I should also rename this other style, so I'll call this Body Cells Normal.
02:44 All right. So, now I need to apply the Body Cells
02:47 Shading cell style to all of these rows. Since I've duplicated the style, none of
02:55 the formatting in my table actually changes.
02:59 I'm simply tagging these rows. So, all this work that I've done within
03:03 InDesign, has set me up to more easily format the table in the ePub file.
03:09 So, let's go ahead and do that. I'll export the ePub file from the File
03:14 menu, I'll choose Export for and then ePub.
03:19 I like to view the eBook after exporting it.
03:21 And within the Contents category, I want to deselect Include Embeddable Fonts and
03:26 Preserve Local Overrides. I'll go ahead and click Export, so here's
03:32 the table. None of the table formatting has been
03:36 preserved, but the structure of the table has been preserved, and so has the text formatting.
03:42 You can see that the table title is still white which is why you don't see it, and
03:46 you can see that the text is still correctly aligned.
03:51 Over here in the right most column, the text is right aligned and in the left
03:54 most column its still center aligned. So, the next step is to open up this ePub
04:00 file and format the table. I'll go ahead and open up this ePub file
04:04 into Oxygen. At the top of the Archive Browser panel
04:08 I'll click the Open Archive button. Locate the ePub file, and open it up.
04:15 And then, within the OEBPS folder, I'm going to locate that XHTML file that was
04:20 generated, and open it up. So, that table that I exported from
04:26 InDesign, is now being structured using XHTML markup.
04:31 All the information in the table is being contained within this poutermost table element.
04:38 And then within this element, notice that there's a T-header element.
04:42 This is my table header. My table header contains two rows.
04:47 So, here's the first row, that's what TR stands for.
04:50 And here's the second row. Each row contains cells.
04:55 So, that's what a TD tag is. It defines a standard cell.
04:59 And then, within each TD element is a P element, which contains the actual text
05:04 in the cell. And then down here a little ways is the T
05:10 body, which is the main body of the table.
05:15 Notice that the table element has a class attribute of standard table.
05:21 This was generated, based on the name of the style that I applied, to the the
05:24 Table and InDesign. And notice that each TED element has a
05:28 class attribute as well. These were generated based on the cell
05:36 style names that I applied to those cells.
05:40 And each P element has a class attribute as well.
05:44 And these were generated based on the names of the paragraph styles that I
05:47 applied to the text. So, since the structure of this table has
05:51 already been created and the class attributes are already correctly applied
05:56 the only thing that I actually need to do is open up the CSS file.
06:01 And edit the CSS rules in order to format the table.
06:05 I'll go ahead and close this file and open up the CSS file.
06:10 So, all the CSS rules that were created for the table and cells, are located at
06:14 the bottom of this file. Here's the rule for the table itself,
06:19 Standard Table and here are the four rules for the various cells within the table.
06:27 These are empty right now, so I just need to define their formatting by adding
06:30 properties to them. I'll enter a new line, and the first
06:34 thing that I'd like to define is a background color for my first header row.
06:39 So, I'll type in background followed by a colon and then color.
06:44 Now I could choose from one of the colors in this list of predefined colors, but I
06:49 already took note of a hex value that I'd like to use instead.
06:56 So, I'm going to type in the pound symbol, followed by a capital letter BA.
07:02 1E2A, and now I'll press Enter or Return. I'll go ahead and save this.
07:04 Let's take a look at the results so far. I'll hide Oxygen, and I'll hide InDesign
07:06 as well, and now I'll just double click this ePub file to reopen it.
07:23 And as you can see, the background color now appears behind the text in this first
07:27 header row, but the text is touching the edges of the cell.
07:32 So, to fix that, I need to add some padding to this CSS rule.
07:37 I'll go ahead and type in padding, and I'll make that about five pixels, PX for
07:43 pixels, I'll save that. Let's view the results that's looking
07:51 much better. So, now I'll define the border around the
07:55 next header row. I'll go ahead and go back to Oxygen.
08:02 I'll start by defining the border color. And again that's a hex value, which is 6F4F2C.
08:15 In case you're wondering how I got those hex values, Mac OS 10 ships with a
08:18 wonderful utility called the digital color meter, which you can actually find
08:22 within the utilities folder. And I used the digital color meter to
08:28 discover what those colors were. Now if you don't have that tool, you can
08:32 use Photoshop to discover what the hex value of color is.
08:37 Okay, so now that I have defined the color, I'm going to define the border
08:41 style which should be solid. And then the border width, which should
08:48 be one pixel and I'll just go ahead and add the same padding value that I added
08:53 to the first header row. Alright, I've saved the file, let's
09:01 review the results. So, as you can see, a border has been
09:09 applied to each cell. And notice that there's spacing between
09:14 the cells. Now I need to turn that off.
09:18 So, to do that, I'm going to go back to Oxygen, reopen that XHTML file, locate
09:23 the table element, and then I need to add another attribute to this element.
09:30 And that attribute is cell spacing, that should have a value of 0, to turn off the
09:37 cell spacing. I'll save that, and if I hide Oxygen, and
09:44 double click the ePub file. You can see that I've removed the spacing
09:49 between those cells. And it's looking much better now.
09:52 So, now all that's left is the formatting for the normal body cells and, the body
09:56 cells that have shading. I'll go ahead and format the normal table
10:01 cells first. I will just copy all of these properties
10:06 from the table header I have defined. And paste them, into the body cells
10:14 normal rule because I know I want those too look the same.
10:24 Reopen the file, and as you can see only those rows to which the body cells normal
10:30 style was applied to have been formatted. So, I need to add that same formatting to
10:37 the body cells shading rule. I'll just paste those properties in, save
10:46 the file and the table is almost complete.
10:52 Next I need to add shading to every other row.
10:56 So, I'll go back to Oxygen, and that's quite easily done.
11:01 By adding a new property to the body cells shading rule, and that would be a
11:05 background property. And the color that I'd like to apply to
11:13 those rows is E7E0D9. So, that should finish my table.
11:21 Alright that's really looking good, there's only one thing that I'm noticing
11:25 that I'm not liking too much. And that's that this outer most stroke or
11:31 boarder is thinner that the inner boarders.
11:35 And that's because the borders within the table are teaming up to create a slightly
11:39 thicker border. So, to work around this, I'm going to add
11:43 a border around the entire table itself. So, to do that, I'm going to add the
11:50 border properties to the table.standardtable CSS rule.
11:56 For the border color, I'm going to use the same color that was applied to the
12:00 background of the title. So, I'll just copy this value.
12:08 Paste that in, the border style should be solid.
12:15 And the border width should be one pixel. It looks like I have a misspelling here,
12:22 I'll go ahead and delete that extra D. And now that this CSS is valid, I can
12:27 save the file, and let's view the results.
12:32 And now there's a one pixel border surrounding the entire table And that
12:36 completes my table. The great thing about tables is that they
12:40 automatically adjust when you change the size of the text.
12:44 So, I'll decrease the size of the text, and notice that the table decreases as well.
12:53 And when I increase the text, the same thing happens.
12:56 Once the width of the table expands to fit the entire available screen, it'll
13:00 start to wrap around within the screen and the same thing will happen when I
13:05 re-size the window. So, this will give you and idea of how
13:10 this table will be presented when viewed on a smaller screen.
13:14 Notice that some of the rows on this table are now hidden.
13:18 They now appear on the next page. So, the only difficulty with tables, is
13:22 that some tables contain a lot of information, and they try to fit it all
13:26 into a small amount of space. Most eBook readers have fairly small
13:31 screen sizes. Even the iPad, which is one of the larger
13:35 eBook reading devices available, has problems displaying some tables.
13:39 Let me show this same table as viewed with the iBooks app on the iPad.
13:45 So, as you can see, when the iPad is vertically oriented, this table looks great.
13:51 but when I flip the iPad horizontally and look at it in a two page spread, the
13:56 table has to re-flow in order to fit onto the page.
14:01 And it really doesn't look that great. Notice that the word rank has been
14:05 divided on to two lines and so has the word headquarters.
14:09 And part of the text is being cut off at the top of this table, over here on the
14:13 right facing page. So, to solve this problem I can either
14:18 use smaller text within the table or I could convert the table to an image instead.
14:25 The only drawback to using images instead of actual tables, is that the text within
14:29 the table will no longer be searchable. Alright so now you know how to format
14:35 tables in an ePub file. You start by applying paragraph styles
14:39 and any necessary character styles to the text within the table.
14:44 Then you apply a Table Style to the table and any necessary Cell Styles to the
14:48 cells within the table. All of this work sets you up to more
14:54 easily format the table with CSS Styles, when you edit the ePub file.
14:59 Just keep in mind that although table formatting is supported on many eBook readers.
15:05 It's not supported on all of them. It's definitely supported on the iPad
15:10 using the iBooks app. And obviously, Adobe Digital Additions
15:14 supports table formatting, which means that Adobe supported eBook readers such
15:18 as the Sony Reader do as well.
15:21
Collapse this transcript
Creating scalable images
00:01 Some eBook readers, such as the Apple iPad, automatically scale large images to
00:06 fit to the screen. But other eBook readers such as the Sony
00:10 Reader, do not automatically scale images.
00:14 So if you view an image that's too large to fit on the screen of a Sony Reader,
00:18 parts of the image will be cropped out. In this lesson, I'm going to show you how
00:24 to ensure that your images always scale to fit any screen size that they are
00:27 viewed on. Notice that a large portion of this image
00:32 is being cropped out by the window and if I make this window even smaller, even
00:36 more of the image is hidden. This is exactly how this image would
00:41 appear when viewed on a small eBook reader that doesn't automatically scale images.
00:46 Unfortunately, there's nothing you can do within InDesign to fix this.
00:51 So, you have to edit the EPUB file after exporting it from InDesign.
00:56 The good news is that it is quite easy to fix the problem.
01:00 So, let me show you how that's done. I'll go ahead and open this EPUB file
01:04 into Oxygen XML Editor. At the top of the Archive Browser panel,
01:09 I'll click the Open Archive button. I'll locate this EPUB file and open it up.
01:16 And then, within the OEBPS folder, I'm going to locate that XHTML file that was
01:21 generated by InDesign, and then double-click it to open it.
01:27 Next, I need to locate the image element that was generated for the image.
01:31 And that's this element here. Notice this element contains two
01:36 attributes, a Source Attribute and an Alt Attribute.
01:41 The Source Attribute contains a file path which tells the eBook reader where to
01:45 find the actual image file, which is located in this Images folder here.
01:51 So in order to ensure that the height of this image always fits the height of the
01:55 screen that it's viewed on, I'm going to add one more attribute to the image element.
02:01 And I'm going to add it to the end over here.
02:04 This is a Height Attribute so I'll type in the word, height followed by an equal
02:09 sign and a quotation mark. Within the two quotation marks, I am
02:15 going to type in 100%. It looks like I have an extra quotation
02:19 mark so I need to remove that. And now I will save the file, Cmd or Ctrl
02:25 + S and I'll hide Oxygen. Let's view the results.
02:30 I'll double-click the EPUB file to reopen it and refresh the view.
02:34 And as you can see, this image now perfectly fits within the window.
02:40 If I scale the window making it smaller, the image will perfectly scale to adapt
02:45 to the new size. So, I just use the Height Attribute with
02:50 a value of 100% because I am working with a vertical image.
02:55 But what about when you are working with horizontal images, such as this one?
03:01 I will go ahead in Export disk as an EPUB file, I will save it to the Desktop .
03:09 And now, I'll go ahead and edit this file with Oxygen.
03:13 So, within Oxygen, I'll go ahead and open that up.
03:17 I'll close this EPUB file by clicking this Close button at the top of the
03:20 Archive Browser panel. And now, I'll open the other EPUB file up.
03:28 And here's the image element for that image.
03:36 So since this image is the horizontal image, I want to use the Width Attribute
03:39 instead of a Height Attribute. So, I'll typed in width followed by
03:45 equals and then, within quotes, I'll type in 100%.
03:50 I'll save the file, Cmd or Ctrl + S, and now I'll reopen it.
03:59 And now, the width of this image will always scale in order to fit the screen size.
04:05 So, you might be tempted to use both the height and the width attribute for an image.
04:12 I'll go ahead and do that, and show you that this is really not what you want to
04:18 do, because what'll happen is, your image can potentially be scaled out of proportion.
04:28 So, I use either the Width Attribute or the Height Attribute, but not both.
04:34 So, that's all there is to it. After exporting an EPUB file from
04:38 InDesign, just open that EPUB file with your favorite EPUB Editor, locate the
04:42 image elements and apply the Width Attribute or Height Attribute as needed.
04:48
Collapse this transcript
Creating scalable SVG graphics
00:02 In this lesson, I'm going to show you how to create a fancy drop cap character that
00:06 scales when you increase or decrease the size of the text in an eBook.
00:11 This is the finished version of the eBook.
00:14 If I increase the size of the text, the drop cap character re-sizes as well.
00:19 I'd also like you to notice that the drop cap character is set in a fancy Script font.
00:24 Now, I didn't actually embed any fonts into this EPUB file.
00:28 So, you might be wondering how I was able to create this drop cap character.
00:33 Well, it's actually a graphic. It's not just any type of graphic, though.
00:38 It's an SVG graphic. SVG stands for Scalable Vector Graphics.
00:44 Since the drop cap character is an SVG graphic, it's resolution-independent,
00:48 which means that it will always look good as it's scaled up or down.
00:53 Alright, let me demonstrate how to work with SVG graphics in an EPUB file.
00:58 I'll switch over to the InDesign layout. So, the first thing that I need to do is
01:03 convert this drop cap character to vector outlines.
01:07 So, with the Type tool, I'll select the character and to convert it to outlines,
01:12 I'm going to hold down the Option key or the Alt key on the PC.
01:18 And then from the Type menu, I'm going to choose Create Outlines.
01:24 So, this character has been converted to vector outlines and since I held the
01:28 Option key, the graphic was placed on top of the actual letter.
01:33 So now, I'm going to take note of the width and height of this frame.
01:39 It's about 53 points by 57 points. So, here's what I'm going to do.
01:45 I'm going to cut this graphic by pressing Cmd or Ctrl + X.
01:50 I'm going to switch over to Adobe Illustrator, and I'll create a new document.
01:56 So, from the File menu, I'll choose New. And I'll make sure that the units are in
02:03 points and I'll type in those dimensions that I took note of a moment ago.
02:08 That's 53x 57 points and now, I'll click OK.
02:13 And now that the new document has been created, I'll go ahead and paste that
02:18 graphic into this file, Cmd or Ctrl + V. And now I'll just save this.
02:27 I'll just call this Q to keep it simple. I'll send it to the desktop and save it.
02:35 Alright, so now, I can go back to InDesign and import that graphic that I
02:39 just created and I am going to replace this letter with the graphic.
02:46 So, with this graphic selected, I'll go up to the File menu and choose Place.
02:52 I'll navigate to the Desktop, select that graphic, and I want to make sure to
02:57 select Show Import options. That way, when I click Open, I'm
03:02 presented with additional options that allow me to specify how that graphic
03:06 should be imported. It's important to crop the graphic to the
03:11 bounding box and then make sure that Transparent Background is selected just
03:15 in case there's any transparency in the graphic that you're working with.
03:22 And then, I'll click OK. So, the graphic has been imported, and
03:25 we're looking at a low resolution preview of that graphic, so I'm going to go to
03:30 the View menu, choose Display Performance, and then High Quality Display.
03:36 That's looking much better. So now, I'll select this character or graphic.
03:41 It's been placed within the text flow and the same character file that was applied
03:46 to the letter is applied to the graphic now.
03:50 I'm going to unapply that. That will allow the graphic to fit nicely
03:56 within the text. So, this graphic is anchored within the
04:00 text so I can be sure that it will appear in this exact position in the EPUB file.
04:06 And I'll go ahead and export that EPUB file.
04:09 From the File menu, I'll choose Export For, and then EPUB.
04:14 I'll go ahead and overwrite the other file that exists there already.
04:18 And I want to make sure and view this eBook after exporting it so I'll select
04:22 this option in the Images category. I want to make sure that Formatted is
04:28 selected and the Image Quality is set at High.
04:33 In the Contents section, I want to make sure and not include the embeddable fonts
04:37 nor do I want to preserve the local overwrites.
04:41 And I can click Export. So here's the graphic.
04:46 And right now it appears as a raised cap, but I want it to be a drop cap, and I
04:49 want it to be much bigger. So now, I can edit the EPUB file to make
04:55 those changes. I'm going to open this EPUB file up with
04:59 Oxygen XML editor. At the top of the Archive Browser panel,
05:03 I'll click the Open Archive button. There's my EPUB file and then within the
05:09 OEPBS folder, I am going to open up the XHTML file that was generated.
05:16 Next, I need to locate the image element that was generated for the image and here
05:20 it is, right here. Notice this image element contains three
05:25 attributes, an Alt attribute, a Source attribute, which identifies the location
05:30 of the image, so that the eBook reader knows where to find the image file when
05:34 it loads the image. It's up here in the Images folder.
05:41 And then there's a Class attribute, which identifies which CSS rule to use to
05:46 format this character. Right now it says generated style two and
05:51 that's pretty generic. So, I'm going to replace this with the
05:55 word drop cap. I'll save the file, Cmd or Ctrl + S.
06:00 Next, I need to open up the CSS file in order to determine the formatting for the
06:05 drop cap. So to do that, I need to create a new CSS rule.
06:12 I'll add it below the two DIV elements. And since I want to specifically select
06:18 an image element, I need to precede the CSS rule name with IMG followed by a
06:23 period, and then I can type drop cap. Alright, so this CSS rule will now be
06:31 applied to any IMG elements that have a Class attribute containing the word drop cap.
06:38 Now, I can add the properties to this CSS rule to create the formatting.
06:43 The first one I'm going to add is float, and I'm going to float the graphic to the left.
06:49 This will cause the drop cap letter to float to the left and then allow the
06:53 other text to flow around it. And then next, I'd like to change the
06:59 Font Size. So, I'll go ahead and type that in.
07:02 I'll make it four times larger than the text so, I'll type in 4 EM.
07:10 For the width, I'll type in 1 EM and then, I can go ahead and save this file.
07:18 And let's view the results. I'll go ahead and hide Oxygen, and I'll
07:22 hide InDesign and Illustrator as well. I'll double-click the EPUB file to reopen
07:28 it and Refresh the screen. And as you can see, the drop cap now works.
07:35 The graphic has been lowered within the text.
07:39 But also notice, since this JPEG graphic has increased in size, its edges are no
07:43 longer crisp. So, this is where the SVG graphic comes in.
07:50 So, the next step I need to do is go back to Adobe Illustrator and export this
07:55 Illustrator file as an SVG graphic. Now, you might be wondering why I didn't
08:02 just place the SVG graphic into InDesign in the first place.
08:07 Well, first of all, InDesign doesn't support SVG graphics, so you can't import
08:11 them anyway. And even if I could, the graphic would
08:14 have been converted to a JPEG graphic anyway when I exported the EPUB file.
08:20 Alright, I'll go ahead and save this file as an SVG graphic.
08:26 I'll send it to the desktop from the Format menu.
08:30 You need to choose SVG, and now I'll click Save.
08:35 And I'm presented with additional options and its very important that you specify
08:40 the specific options. So, from the SVG Profiles menu, select
08:48 SVG 1.1 for the type. You want to specify SVG, Subsetting, just
08:54 leave this set to None, and you want to keep the Embed option selected, and you
08:59 don't want to select Preserve Illustrator Editing Capabilities.
09:06 So, with these options specified, I'll click OK.
09:10 That saves the SVG graphic. Now, I'm going to go back to Oxygen XML
09:14 editor and place that graphic into the EPUB file.
09:20 I'll go ahead and do that. I'll flip the triangle in front of the
09:23 Images folder. And with the Images folder selected, I'm
09:27 going to click the Add Files button at the top of the Archive Browser panel.
09:33 I'll locate that SVG graphic I just created, and click Open.
09:38 So, now that it's been created, there are a couple of things that I need to do in
09:41 order to ensure that it's used when the eBook is opened up.
09:46 So, the first thing I'll do is switch back over to the XHTML file, locate the
09:51 Image element, and for the Source attribute, I need to change this file path.
09:59 I no longer want to reference the JPEG image, instead, I want to reference the
10:03 SVG graphic. So, that's the first thing that I need to do.
10:08 Next, I need to make sure and add this graphic to the manifest within the EPUB file.
10:15 And the manifest is located within the content.opf file.
10:20 I'll go ahead and open it up. This is just the regular XML document,
10:24 but it's a little hard to read because all the text is on one line.
10:29 So, Oxygen has a wonderful feature right up here.
10:32 If you click this Format and Indent button, Oxygen will format the XML to
10:37 make it reader friendly. The manifest is located right here, so
10:42 this is the entire manifest. This element references all the files
10:48 that are part of the publication, including the NCX file, all of the XTML
10:53 Content files, the CSS Style Sheet and any embedded image files.
11:00 Now the actual order of these different elements within the manifest doesn't matter.
11:05 So, here's the item for the NCX file, here's the item that references the XHTML
11:10 file, here's the item that references the JPEG image, and here's the item that
11:15 references the CSS file. I need to add a new item, so to make this
11:22 easier, I'll just copy the one for the image, Cmd or Ctrl C, I'll insert a new
11:26 line and paste that, Cmd or Ctrl V. Now, there are three attributes that I
11:33 need to fill out. For the ID, I'll just type in q.svg.
11:37 For the HREF, which is the file path to the actual image, I need to make sure and
11:43 type the exact image name as it appears within the Images folder, and that's q.svg.
11:54 And then for the Media type, it's important that you specify that as well.
11:59 This is an image and it's an SVG plus an XML file because SVG is actually based on XML.
12:03 So, now that I've added this graphic to the manifest within the EPUB file, I can
12:11 save this, hide Oxygen, and let's view the results.
12:20 I'll reopen the EPUB file, and as you can see, that JPEG graphic was replaced with
12:25 the SVG graphic, and it's scalable. But I am noticing one thing.
12:32 I think that the graphic is a little too close to this text.
12:35 So, I can fix that by editing the CSS rule.
12:39 I'll open up the CSS file, and I'm going to add a Margin Right Property to this
12:45 CSS rule. (SOUND).
12:48 And I'll make that about 0.7 EM. Let's see if that works.
12:57 Now that's way too big, so I'll go back and edit that once again.
13:03 This time, since 7 EM is way too big, let's make that 0.07 EM, and I'll save
13:07 the file. that's looking much better.
13:13 Alright, so now, you know how to add an SVG graphic to an eBook that can scale
13:17 with the text as it's re-sized. Just keep in mind that not all eBook
13:23 readers actually support the display of SVG graphics.
13:27 The Kindle supports them, the iPad does as well.
13:31 But in my testing with the iPad, the actual character doesn't re-size along
13:34 with the rest of the text. However, scalable SVG graphics are
13:39 definitely supported by Adobe Digital Editions, and any other Adobe supported
13:43 eBook reading devices, such as the Sony Reader.
13:48
Collapse this transcript
8. Final Step
Validating an EPUB file
00:02 After you've created an EPUB file and you've made any necessary modifications
00:06 to it. The last important step in the ebook
00:09 production workflow is to validate the EPUB file.
00:12 This way you're sure that its error free and fully compliant with the EPUB specifications.
00:18 Threepress Consulting provides an excellent web based service that allows
00:22 you to easily validate an EPUB file. To use the validation tool go to
00:28 threepress.org and then click on this tools link.
00:32 The EPUB validator is located over here on the left side.
00:37 This validator uses two services, EPUBCheck and EPUBPreflight.
00:43 EPUB Check can detect many types of errors in an EPUB file.
00:47 It checks the structure of an EPUB file, and it examines the XML markup to make
00:51 sure that it's well formed and compliant with the EPUB specifications.
00:56 EPUB Preflight runs some of the same validation as EPUBCheck, but it checks
01:01 for other problems as well. Such as extra large file sizes that can
01:05 effect some ebook readers. I'll go ahead and upload an EPUB file, to
01:10 check if it's valid or not. I'll click here, choose File, and then
01:14 I'll locate the EPUB file that I want to validate.
01:18 And click Choose. Now I'll click the Validate button, so it
01:22 takes just a few minutes to validate, and here are the results.
01:27 As you can see by this logo here, this EPUB file is not valid.
01:32 It produced one error, and the error message tells me that the date value is
01:36 not a valid value. So, to fix this, I need to edit the EPUB file.
01:43 I'll switch over to Oxygen and open up this EPUB file.
01:48 So at the top of the Archive Browser window, I'll click the Open Archive
01:51 button and I'll open up this EPUB file. The date element is located in the
01:58 metadata section of the content.opf file. The content.opf file is located here in
02:05 the OEBPS folder. Here it is, I'll go ahead and open it up.
02:11 So, here's the date element. Notice that it's empty.
02:16 In fact, InDesign exports all EPUB files with an empty date element.
02:21 So, no EPUB files generated by InDesign will actually pass this validation test,
02:25 until you either enter a date or delete the date element all together.
02:32 I'll go ahead and enter a date. I'll delete this forward slash, and then
02:36 Oxygen adds the necessary end tag to this element, so all I need to do is fill in
02:40 the date. A four digit year is required, so I'll
02:45 type in 2010 followed by a hyphen. And then an optional two digit month,
02:51 followed by an optional two digit day. So if you include the month, you also
02:57 need to include the day. And also make sure that you use hyphens.
03:03 Alright, I'll go ahead and save this file by pressing Cmd or Ctrl+S.
03:09 And I'll revalidate it. I'll switch back over to the website.
03:20 And now this EPUB file is valid. It's always nice when you see the big
03:24 green check mark. I'm going to click the Back button, to go
03:28 back to the previous web page because I'd like you to notice that when an EPUB file
03:32 does not pass validation. You'll get a list of common errors over
03:37 here at the right side of the web page. Now since you're using InDesign to
03:42 generate you EPUB files, you won't run into most of these errors.
03:46 However the one up here at the top, is one that you can potentially run into.
03:51 It states that the attribute compression is not allowed.
03:56 You'll commonly run into this error when you try to validate an EPUB file that has
04:00 embedded fonts, and was exported from InDesign CS4.
04:04 Let me demonstrate that. I'll go ahead and choose this other file,
04:10 this one here with the embedded fonts that was generated with InDesign CS4.
04:14 Let's validate it. So here's that error message.
04:21 It's telling me that the attribute compression is not allowed.
04:27 Let me show you where that's found. I'll switch back over to Oxygen, and I'll
04:31 open that EPUB file up. I'll close this one, so the error message
04:36 is being produced because within this encryption.xml file.
04:44 Right up here, inside of this first element, is an attribute, a compression attribute.
04:50 Now I've discovered that if I delete this attribute, the embedded fonts are still
04:54 displayed correctly in an ebook reader, and the EPUB file passes the validation test.
05:01 So with that deleted, I'll just go ahead and save the file.
05:04 I'll switch back over to that website. And now I'll re-validate this file.
05:15 And now its valid. The good news is that InDesign CS5
05:18 doesn't generate the compression attribute when it creates the
05:21 encryption.xml file. So when you embed fonts into an EPUB file
05:26 using InDesign CS5, it will pass the validation test.
05:31 I'll go ahead and test the same ebook that was created with InDesign CS5.
05:34 And it's valid as well. All right, let me point out another
05:37 common error that you can potentially run into.
05:39 Particularly if your manually unarchiving and rearchiving the EPUB file, instead of
05:43 using an XML editor like Oxygen. Alright, I'll go ahead and choose that
05:57 file, and validate it. And it definately didn't pass, because of
06:02 two errors, both of these errors are related to the same thing.
06:06 Here it's telling me that the length of the first file name in that archive must
06:10 be eight but was 26. That really doesn't tell me much.
06:14 But this one here does give me a hint. The required meta infcontainer.xml
06:19 resource is missing. Now, these aren't explicitly telling me
06:23 what the problem is, but let me show you what that problem is and how it was created.
06:29 I'm going to go to my desktop where I have a sample ebook.
06:33 So, in order to generate that file, here's what you'll have to do.
06:37 So, knowing that a EPUB file is really a zip file.
06:41 It is possible to change the file extension to .zip, unarchive the file.
06:47 Make changes to the contents of the file, and then rearchive it.
06:52 But you have to re-archive it using the command line, because the mine type file
06:58 within the package cannot be compressed. And if you just simply re-archive the
07:05 file after unarchiving it, you're going to compress that mine type file.
07:10 And that is what produces the error that I just ran into.
07:14 If I scroll down a little bit. And look at this preflight report.
07:18 This error message tells me that the mind type entry is missing.
07:21 Or it's not the first file in the archive.
07:25 So this error message gives me a lot more information.
07:29 So as you can see, this validation server provided by Threepress Consulting is a
07:33 very useful tool. Now if you like, you can also run
07:37 EpubCheck as a stand alone command line tool on your own computer.
07:43 To download this tool visit code.google.com/p/epubcheck.
07:55 Over here on the right side of the web page, you can find the downloads and you
07:59 can also download the EPUBPreflight tool from this web page as well.
08:05 Alright so now you know how to validate an e pub file to make sure that its error
08:10 free and completely compliant with the e pub specifications
08:16
Collapse this transcript


Suggested courses to watch next:

InDesign CS5 to EPUB, Kindle, and iPad (5h 31m)
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