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Creating Ebooks with InDesign CS5

Creating Ebooks with InDesign CS5

with Rufus Deuchler

 


This workshop from design guru Rufus Deuchler helps leverage designers existing Adobe InDesign knowledge to quickly gain a foothold in the rapidly expanding world of ebooks. First learn how to set up an InDesign document that can be smoothly and accurately exported to the EPUB format used by the Kindle and other ebook readers. Then get simple, nuts-and-bolts advice on working with images, hyperlinks, metadata, and more, as well as tips on how to avoid potential pitfalls. Before you know it, you'll be ready to create and publish your first ebook.
Topics include:
  • Creating a new InDesign document with EPUB in mind
  • Working with text
  • Creating hyperlinks and cross-references
  • Working with graphics
  • Defining the reading order of the EPUB
  • Other essential parts of an ebook
  • Exporting to EPUB
  • Customizing an EPUB

show more

author
Rufus Deuchler
subject
Design, Ebooks, video2brain
software
InDesign CS5
level
Intermediate
duration
3h 7m
released
Jan 12, 2011

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Introduction
Welcome
00:04 Hi, there. My name is Rufus Deuchler.
00:05 I'm a designer, dreamer, and worldwide software evangilist.
00:09 In this video seminar, I will be giving you an overview of how to create an eBook
00:13 with Adobe InDesign. And I'll give you a head start on
00:16 creating your first e-publication. This course was created with graphic
00:21 designers in mind. And I expect you to have some basic
00:23 knowledge of Adobe Creative Suite, specifically InDesign and some Photoshop
00:27 for image compression. However, no prior experience creating
00:32 eBooks is required or expected. If you are a publisher on the other hand,
00:36 this course may also be interesting as a way to quickly learn about the
00:39 limitations of the ePub format. And enable you to give correct directives
00:44 to your layout artists. So what is an ePub, you might ask?
00:48 An ePub is an electronic version of a publication that has been optimized for
00:53 on-screen viewing. There are many different types of screens
00:57 an ePub can be on. From the monitor of your PC, to a range
01:00 of devices, the size of your cellular phone, to dedicated eBook readers, to
01:04 tablet computers. Each with different resolutions and sizes.
01:09 Thankfully, ePub provides a way of easily viewing text and images on any of those devices.
01:16 In the series of videos, I will guide you through the steps that I took to write my
01:20 very own eBook on creating ePub with InDesign.
01:24 In a very short amount of time, I then published it to the Amazon digital text
01:28 platform where it is selling online. This is tangible proof that you can
01:33 indeed quickly and easily create and publish ePub documents using Adobe InDesign.
01:39 I will show you how to manage text and images to have the best possible results
01:43 for ePub. You'll also learn to look into the code
01:46 generated by InDesign upon export, and get the basic knowledge required to edit
01:50 that code to optimize the output. By the time you're done, you'll be able
01:56 to create and publish your eBook as quickly as I did.
01:59 So, thanks for taking this course and enjoy the ride.
02:03
59:59 (MUSIC).
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1. Getting Started
What is an EPUB?
00:02 What is an EPUB? An EPUB is the electronic version of a
00:05 publication that has been optimized for onscreen viewing.
00:10 Onscreen is a very generalistic term ,as there are many different types of screens
00:14 EPUB can be viewed on. From the monitors of your PC's, to a
00:18 variety of devices that range from your cellular phone, to dedicated ebook
00:22 readers, to tablet computers. Each with different resolutions and sizes.
00:28 What this means, is that you need to keep all of these different formats in mind,
00:32 to optimize the users reading experience. In order to accommodate for various
00:38 screen sizes, the EPUB format describes a single and continuous flow of text and images.
00:44 Very much like an antique scroll, from a beginning to an end.
00:48 What makes the EPUB format so incredibly flexible, is that text and images reflow
00:53 within the space allocated to viewing it. Meaning that text lines will be shorter
00:59 on your mobile phones, and longer on tablets.
01:03 And EPUB does not have fixed margins, it does not have page numbering, it does not
01:07 display specific font size, or face. Basically this can be very well prove to
01:13 be a designers complete worst nightmare. Personally as a designer, there are quite
01:18 a few formatting issues with E-pub that I had to overcome, and learn to live with.
01:24 You have to go through the same exact catharsis.
01:26 So let's all stand up, shout it out loud, and get it over with.
01:31 I, as the designer or publisher, have little or no control over how my reader
01:36 will view my ebook. So let's bite the bullet and move on.
01:41 To show you what I mean by text reflowing, I have prepared two views of
01:45 the book we are going to work on in this course.
01:51 First of all, let's look at this application here.
01:53 This is called Adobe Digital Editions. And this is Adobe's application to view
02:00 and read EPUB. We can see here, that we can preview the cover.
02:05 We can access the different chapters of the book, just like little hyperlinks.
02:11 And actually view the text inside of my screen here.
02:15 There's a couple of other things that we can do.
02:18 For example, to increase the text size, or decrease the text size.
02:23 And as I increase the text size, you will actually see that the text in fact reflows.
02:29 It takes a new shape. Let's move back to the smaller font size.
02:34 And also go to another application that I've opened here, which is the Amazon
02:39 Kindle Previewer. And in this case, what I'm previewing is
02:44 how this exact same EPUB would look on an iPhone.
02:48 In this case, also, the text is very big because it's represented on a smaller display.
02:54 But again, in the Kindle for the iPhone, I can set the font size to something
02:59 maybe smaller, like this, and actually read my ebook in such a way.
03:05 If we move across the pages, we will see that in this chapter, we also have an image.
03:11 This is what I mean by text and images flowing together inside of a single document.
03:18 What we can do now is also go preview on another device.
03:21 For example, by choosing up here Devices > Kindle DX, or the simple Kindle, the
03:26 first generation Kindle. And you will see that the images now
03:32 appear in black and white. But if I move back we will something even
03:37 more scary. The fact that the Kindle actually
03:40 completely changed the font of the document.
03:44 It changed the appearance of it, the space between the paragraphs.
03:48 It has nothing to do with my original EPUB like we have here.
03:52 So the beauty of EPUB, just as happened with HTML for the web, is that designers
03:56 have to make due with what is available. And learn a whole new way of publishing
04:02 their content within those very fixed limits.
04:05 So you need not worry about perfect justification, Kerning or hyphenation, as
04:10 all of these attributes will be lost depending on the size of your reader's screen.
04:16 The font your user chooses to view the ebook with.
04:20 Or, in the case of the Kindle, the font the hardware device chooses to display
04:24 the text with. And in some cases even the background
04:29 cutter or the texture of the page. So as mentioned before, you have little
04:34 or no control over the appearance of the text and images inside of your EPUB.
04:40 What you do have though is the opportunity to create the EPUB with
04:44 InDesign in such as way that your reader will not feel the need to personalize his
04:48 or her reading experience. And this is what we'll be looking at in
04:53 this course. I will not cover the ins and outs of the
04:56 generated EPUB files, limiting myself to describe just the necessary knowledge of
05:01 XHTML and CSS to tweak the EPUB that InDesign generates.
05:07 So the intention of this course is to guide you through all of the steps that I
05:11 have taken as a designer to take my own content into InDesign, format it, export
05:16 it as EPUB, tweak it, and ultimately publish it online.
05:22 By following the basic instructions, you will be able to create your own ebooks
05:27 with your own content using InDesign.
05:32
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Software needed for this course
00:02 This Seminar has been devolped in such a way that everything described can be done
00:06 by using Adobe End Design, Adobe Photoshop and software available for free
00:09 or as donationware on the Internet. To create and test ePub, I have used the
00:15 following applications. First, Adobe End Design to create the
00:19 layout, then Adobe Photoshop, mainly to crop and optimize the images because
00:24 we'll need to export them as JPEGs or GIFs, so that they are optimized for Web
00:28 viewing or Digital viewing or, in our case, ePub viewing.
00:35 Another application which I've also used is Adobe Digital Editions.
00:39 Which is the Adobe solution for viewing ePub content on the PC, Mac or Windows,
00:44 and basically, it's an error application that allows you to look at the ePub.
00:51 Another very important application is Sigil.
00:54 Sigil is a multi platform, Mac and Windows, what you see if what you get
00:59 e-book editor. It's actually designed to edit books in
01:03 the epub format and is great for tweaking the XHTML, and CSS files
01:07 contained inside of the ePub. In that case, donations to the developers
01:12 are very welcome. Finally, the last application that we'll
01:15 have to download, is the Amazon Kindle Previewer.
01:19 The Kindle Previewer, is a tool that emulates how books display on Kindle
01:23 devices, or applications. Kindle Previewer makes it very easy to
01:28 preview the layout of your book and make sure its text displays properly for any
01:33 orientation or font size. Currently, the previewer emulates the
01:39 Kindle, the Kindle DX, the Kindle for iPhone and Kindle for the iPad.
01:44 What I've done, here is to prepare a couple of web links to those pages where
01:47 you can actually download these. You'll find those inside of the course material.
01:54 There's one to Adobe Digital Editions, one to Amazon Kindle publishing program
01:58 and one to Sigil. Let's have a quick look at those.
02:02 First of all, Adobe Digital Editions, and you'll find the Download button right here.
02:08 Then on Amazon Kindle's Publishing Program, you have access to a whole bunch
02:13 of applications that help you create ePub for the Kindle.
02:19 For example, there is one here called The Kindle Generator.
02:24 And that's a tool that allows you to create ebooks that can be sold through
02:27 the Amazon Kindle platform. If you go down a little bit lower,
02:32 there's even a plugin for InDesign that let's you export from InDesign directly
02:36 into the Kindle format. In our case, we will not be using that plugin.
02:42 Because we want control over how the code is actually generated.
02:47 And we're going to be using Sigil to actually look into the code and make it
02:51 even better for ePub. And if we go down lower, here it is, the
02:56 Kindle Previewer. And this is what you have to download to
03:00 actually preview your ePub in the Kindle format, to see what it looks like.
03:05 And the last page that I want to show you is, the Sigil page, and this is on Google.
03:11 And Sigil is a what you see is what you get eBook editor, and you can download it
03:15 right from here. There is one for Mac, one for Windows,
03:20 and one for Linux. So you can really choose the platform
03:24 that you want to use Sigil on. We will be looking at Sigil much more in
03:28 detail when we come to actually tweaking the code inside of the application.
03:34 All of these application that I mentioned can be used both on the Mac and the PC.
03:39 And in the case of Sigil, even on Linux. Basically you'll quickly learn to jump
03:44 from one application to the other to check the quality of your ePub.
03:49 I find myself with all of these applications open at all times.
03:53 When you first start with ePub, you will notice that there is quite some trial and
03:58 error until you get the hang of it, and then creating an ePub will be as easy as
04:03 saying Adobecadabra.
04:07
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Creating a new InDesign document with the EPUB in mind
00:02 Because eBooks don't have a fixed size and for the purpose of this course I have
00:06 chosen to create a new InDesign document so that it slightly resembles what I'm
00:09 likely to see using a eBook reader on the iPad.
00:14 I've made the iPad my highest common denominator as far as screen size goes.
00:19 I've also chosen to set my live area, the area within the page margins, to a width
00:24 of 600 by 800 pixels. Because this is the maximum size I will
00:28 allow my images to be in this publication.
00:32 Being able to use the margins as a visual delimeter for images, will make it much,
00:36 much easier to place them. And check that they are not larger than
00:40 my self imposed maximum size. So let's do that.
00:43 In InDesign, create a new document by choosing File > New Document.
00:48 Or, from the welcome screen, simply by clicking on the Document button here.
00:52 Create New Document. Then in the New Document options, I will
00:58 choose Intent Web. This will generate a new document with
01:02 non-facing pages. And with the ruler set to pixel
01:05 measurements, which is new in Adobe InDesign CS5, and it'll also
01:09 automatically set the transparency blend space of the document to document RGB.
01:15 We will be working, in fact, in the RGB color space.
01:20 So make sure that facing pages remains unchecked.
01:23 This will make it much, much easier to get a feeling of how the flow of the text
01:27 will work in your electronic publication. There are no right and left pages in ePub.
01:33 Furthermore, I find it much, much easier to scroll through pages of a document
01:37 when they are displayed in a linear, top to bottom sequence.
01:42 In the Page Size portion of the New Document window, you can choose from any
01:47 standard size in pixels. I chose the resolution of the iPad, 1,024
01:53 x 768 pixels, and set the orientation for Vertical instead of Landscape.
02:00 You will notice that when you choose Intent Web, InDesign automatically sets
02:05 the orientation of the page to Horizontal.
02:10 That's because, usually when you create interactive content in InDesign, that
02:15 interactive content will be viewed on a monitor, which has a horizontal viewing area.
02:22 In our case, we want the publication to be Vertical.
02:27 And simply by clicking an Orientation Portrait, we are doing just that.
02:32 Don't bother setting columns unless it makes it easier for you to work on the
02:36 file, as these will be completely disregarded upon ePub export.
02:41 As far as margins are concerned, I have chosen to create a live area, the area
02:45 within the margins, that is 600 x 800 pixels.
02:50 So my margins are therefore set to put top to 84, okay?
02:56 Let's put that all around the document and then only change by unchaining the
03:00 little icon here. The bottom margin I will change to 840
03:05 pixels, okay? So by giving it these measurements 84,
03:10 140, 84 and 84. I'm actually creating a 600 x 800 pixel
03:16 live area in my document. So another useful thing that we can do
03:22 here is actually save that as a preset. I will call mine, very cunningly, ePub.
03:28 Like this, okay? So that next time, let's cancel out of
03:32 this, next time I create a new document, I can simply choose from my document
03:38 presets my newly created ePub. And all the data that I've put inside of
03:45 that New Document window is recorded and therefore also maintained.
03:50 So, let's create the document by clicking on Ok.
03:53 This is how my page looks in InDesign, the normal viewing mode.
03:58 Of course, these are just visual clues, and are not at all representative of the
04:02 final resolution at which your ePub will be viewed in an eBook reader.
04:07 You can really use any size document for your publication.
04:11 My only advice here is to create a document that makes it easy for you to
04:14 work within. Just remember that the page attributes
04:19 will get lost upon ePub export, so whatever is easier for you, you should be
04:25 using here.
04:28
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2. Working with Text
Understanding style mapping
00:02 The secret of a successful ePub export, is the thorough application of paragraph
00:06 and character styles, throughout the entire InDesign document.
00:11 So to understand how you're paragraph and character styles will actually be
00:15 re-purposed in the ePub file format, and actually be mapped to a cascading style
00:19 sheet, ACSS, maybe it's worth having a look at the XHTML, the HTML file produced
00:24 for the ePub, and the CSS, the Cascading Style Sheet that is included in the ePub file.
00:32 Later in this course, you will learn about how you can access that information
00:36 yourself, for viewing it and even editing it.
00:40 So to create this example, what we will do is simply create a text frame here
00:44 inside of my InDesign document, I will zoom into here, and write a phrase such
00:49 as maybe, this is bold text. And one thing I want to do here is to
00:55 actually apply a character style to just the word bold.
01:00 Let's go here to the character styles. Create a new character style by clicking
01:05 on the the button here. Opening it by double-clicking on the
01:10 style itself, and then give it a name, such as bold in this case, and the only
01:14 thing I want to change here is actually the font style.
01:19 I'm going to go in here and start typing the word bold and here it is.
01:24 So this is the only thing that is actually changing, everything else
01:28 remains, only that the font style is now bold.
01:32 So let's say Okay to this, and this is now being applied to just that word.
01:38 Very good. At that point, what I will do is export
01:41 just this little phrase to the ePub format, and we will have a look at it.
01:47 So file Export for, ePub. We will go into all of these windows in
01:51 much greater depth at a later stage, so just bear with me.
01:56 I'm going to save that inside of my chapter two folder.
02:00 Just make sure to view the ebook after exporting, and also generate the CSS.
02:05 That's the only things I'd worry about right now.
02:09 So let's export this, and the file opens in digital additions, and we can already
02:15 see that, yes, this text now looks bold. Let's move over into our folder, and you
02:22 see that the ePub file automatically took the little icon of the Adobe Digital
02:27 additions in my case, but what we want to do is actually open it with another
02:32 application called Sigil. So I can control click on it, and choose
02:40 open with Sigil, the latest version, 3.2 in that case.
02:46 So let's open it. This is my view inside of Sigil, and you
02:50 can see that I see my XHTML file here. This is bold text, and you can see that,
02:56 in fact, the word bold is actually set in bold.
03:01 Also, if I twirl open the styles folder, we see that we have a CSS, a Cascading
03:05 Style Sheet. So let's have a look at both.
03:10 First of all, let's look at this XHTML file.
03:13 And one really cool thing about Sigil, is that you can look at the code.
03:18 So let's look at the code, let's go into Code View and see what InDesign actually generated.
03:25 So first of all, we see that we have a lot of HTML descriptions here.
03:30 For example, we have a whole zone up here called, head with a title, and it picks
03:35 up the title of my document. And it also links, and this is very, very
03:41 important to understand, it links to a CSS, which is right here.
03:47 And that CSS, which we will be looking at in a second, actually defines how the
03:52 text looks inside of my document. Also, down here, we have a whole part
03:58 called body, and this is actually what we can view inside of our reader.
04:04 This is where the text actually is, and we can actually see it here.
04:09 This is, I'm going to select it for you to see better, this is, and then we have
04:14 the word bold, and then, text. Perfect.
04:19 The part that's interesting to us here is this one, span class bold.
04:25 Okay? And this means that we are applying a
04:28 style to just that word. A style called, bold.
04:32 So if we move over to our CSS, by double clicking on it, we see that in fact down
04:38 here we have a CSS definition called, span bold, and basically what it does it
04:43 puts the font weight to bold. Okay?
04:50 So all of that information came from our InDesign document and was brought into
04:56 the ePub. As an XHTML file, which we have looked at
05:00 right now, and the CSS. So, the key benefit of CSS, is that the
05:05 file is actually external to the actual content.
05:09 The various XHTML files that we have here, and which make up the ePub.
05:14 Meaning that, if you need to make changes in the formatting of a large book, for
05:19 example, you can do it all in one place. And all of the documents will be updated
05:25 with your styling changes, as they all reference back to that one single CSS file.
05:31 Also, if we look at the CSS file a little bit closer, and look at the other options
05:36 that we have here, we see that there is quite some things that we can format in
05:40 the XHTML file, and the CSS file. For example, here, we can define the font
05:48 family, which specifies the font family for the text as in maybe havetica, or a
05:52 series of font families to allow for substitution when one family isn't present.
05:59 Or the readers device for example, doesn't have times or times new roman, or serif.
06:05 Okay? So we can really define the appearance of type.
06:09 However, remember that font family is not supported by all readers.
06:14 So, in our case, we will actually be ignoring that definition up here.
06:19 And then, one that we've already learned about, down here, font weight bold, we
06:23 can define the font weight of the text. In that case, we can have it bold, or not bold.
06:30 Font style allows us to define the text as being italics or not.
06:36 Font size is of course the size of the characters of your text, of the text
06:40 within the paragraph. In this case InDesign expresses them in m's.
06:47 But we will also learn that we can define them in other sizes, for example, in
06:52 pixel sizes, or even percentages. Line height is the property that
06:58 specifies the line height, or the letting between lines of text.
07:04 Text decoration is the property which defines the decoration added to the text.
07:10 For example, underline or strike through. Then we have the possibility for a font
07:16 variant, which allows us to define whether text is set in small caps or not.
07:23 Text indent, is the indent of the first line of each paragraph, and this is also
07:28 something we can define, we can do that in the M measurement unit or even in pixels.
07:37 Text alignment, which of course can be left, center or right, or even justified.
07:42 We can also set the color of the text, and this is something that we will be
07:46 looking at later on, but setting the color of the text can make it very
07:50 difficult to read the text on specific devices.
07:55 For example, if a reader of a ebook chooses to view the text in white on a
07:59 black background. If we actually set the color of the text
08:04 to black, which it is in this case, the devices are not able to actually change
08:08 the color of the text, though your user would find himself with, or herself with
08:12 black text on a black background. Therefore, totally unable to read the text.
08:19 And then we can also apply a margin. The margin properties, that's all the
08:24 margins for a paragraph. The top margin, left, and right, and
08:28 bottom margins. This is, however, not intended as the
08:31 margin of the viewing area of the ePub. The margins of the page, like you would
08:37 think in the traditional books. But it's more an inset of the text within
08:41 the margins of the page, and within the text flow.
08:45 Well this is pretty much it. (LAUGH) These are the properties that we
08:49 can actually work with, these are the very few attributes you can use to format
08:53 your text. However, you need to know that not all of
08:57 these attributes work on all Ebook readers.
09:00 So the best way to know what works and what doesn't, is to test the ePub
09:04 extensively on all of the various devices or applications that we've also been
09:08 seeing before, for example Kindle Previewer, or even Adobe Digital Editions
09:12 to see exactly how your book will look. So, coming back to InDesign, the
09:20 important thing that I want to explain here is that all of the character styles
09:27 and paragraph styles that you set in InDesign will actually carry over to the
09:33 ePub, within the CSS file.
09:39
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Importing text and applying character styles
00:02 Just as with any editorial project, really, a good planning is the key to
00:05 your success. So from a careful analysis of your
00:08 content, you will actually be able to understand what basic styles are needed
00:11 to format the text. And I'm talking about paragraph styles
00:16 and character styles. So, to start working on this, I will
00:20 import or place a text file inside of that InDesign document.
00:24 Remember that we created this InDesign document, the size more or less of the
00:30 iPad screen with this live area which is 600 by 800 pixels high, okay?
00:38 So to import a text or place a text, we would go to File > Place, or hit Command-D.
00:46 So, let's place the text, and inside of the Chapter 2 folder of your tutorial
00:50 files, you will find a Word Document which you will be able to import.
00:55 And basically, what this is, is the first nine chapters of Jules Verne's Around the
01:00 World in Eighty Days. So, let's select this, show also the
01:05 import options and open that document. Basically, in this case, I want to
01:10 preserve the styles and the formatting of the texts, because I know that inside of
01:14 that text I do have some italics and some bold text and I want to preserve that.
01:21 This is the first thing I'm actually going to change inside of InDesign.
01:25 Let us have a look. Let's import this text.
01:28 There's a problem with the font that is missing, that was present in the Word Document.
01:34 But by now, you have understood that there is no really a font problem with
01:38 EPUB, because fonts will be overwritten most of the time.
01:43 So, in our EPUB which we will be tweaking at a later stage, we'll actually remove
01:47 all the font information, so we don't really care that a font is missing.
01:51 So let's say OK to this and place the text.
01:55 My Place gone, now, has the text within it.
01:58 And as soon as I get close to the edge here, to my margin, you see our little
02:02 icon getting white. And this is InDesign telling me that if I
02:06 click here, the text frame will take the space of this 600 by 800 frame here.
02:12 And if I press the shift button, you'll see the little icon will change to a
02:17 snakey little arrow. And if I click now, InDesign will create
02:23 as many pages as needed to actually put that text inside of my document.
02:31 Let's zoom in a second. We'll see that we have a title page here
02:36 and then we have a chapter description, and we even have some italic text and
02:40 some bold text up here. And when we go down, we see that this
02:46 text in fact is a single flow of text with all chapters together.
02:52 To see that even clearer, we can go to View > Extras > Show the Text Threads.
03:00 At that point, if I select any of the text frames here you will see that.
03:04 All these text frames are threaded together in one, clean flow of text, and
03:10 this is exactly what we need for EPUB. So, let's start cleaning up these styles.
03:17 As you can notice, this bold is simply applied by hand, simply by applying a
03:22 bold to the helvetica here, or an italic, an oblique, to the helvetica here.
03:28 So the first thing we will do is to actually change those into character styles.
03:33 I'm going to click out of the text frame and create a new character style, which
03:38 I'm going to call Bold. Okay?
03:43 And the only thing I will change is in the basic character formats and set the
03:47 font style to bold. Okay, perfect.
03:52 The next style we need is the italic. And we're not going to base it on bold,
03:58 we're going to base it on no other text style.
04:02 And the basic character format. I'm going to change the font style to italic.
04:07 Perfect. Okay, so now we have our two character
04:11 styles, which we will use to actually define these areas of text that are, in
04:15 fact, in bold or italic. Because, if I export that text as is
04:21 right now, all of these would be lost, because there is nothing to signal to
04:26 InDesign that this is actually diversely formatted.
04:31 Although, in InDesign CS5, there is now a way to also export the text formatted by
04:36 hand or with text overrides as formatting overrides, as they are called.
04:44 I really prefer to give each part of my eBook a definition.
04:49 In this case, bold and italic. Also remember that InDesign styles will
04:54 be mapped to CSS styles, so it's a good ideal to give them short names.
05:01 Because these definitions will be repeated many, many times within the
05:04 HTML, or XHTML files within the EPUB. So if you make them short, you will
05:09 actually optimize the amount of descriptive text needed.
05:13 For example, if you call your paragraph or character style, my body text with no
05:17 formatting, the CSS definition will be exactly that, my body text with no formatting.
05:24 With a little minus signs between each of the words.
05:28 And these are 31 characters. Multiplied by the number of body text
05:31 paragraphs you have in your publication, that makes a whole bunch of unnecessary characters.
05:37 So, why not just call it bold, italic, body.
05:41 Also be aware that in an EPUB file, because it is a standard, there is also a
05:46 limit to the file size, and that limit is set to 300 kilobyte.
05:52 So, 300 kilobyte for each individual XHTML file inside of the EPUB, so
05:57 optimizing style names can actually contribute to not reaching that limit.
06:03 So, learn to name your styles with short words, you can even make them shorter
06:09 like ital or bol, BO or just B, you know? Just to make sure that, you know, you
06:15 keep them very, very small. So, the next thing we will do here, is of
06:19 course, find all the instances of bold text, and oblique text here, because this
06:23 is Helvetica-Oblique, and transform those into bold and italic character styles.
06:30 To do that, we're going to hit Command-F, and what we want to find is actually here
06:35 in the format. So we want to find a format called bold,
06:42 font style bold, okay? And replace that to another format which
06:49 is the character style that we've just created called Bold, okay?
06:55 So, we said, okay here, and we just say, change all.
06:59 Nine replacements, in fact, we have nine chapters and only the chapter headers
07:03 have that bold appearance. And the second thing we want to do of
07:07 course is to find the italics. We have many more here inside of the text.
07:13 So we will look for the italic, in that case, it's not called italic, but
07:18 oblique, okay? Perfect.
07:21 And in the change format, we will actually choose Italic.
07:26 Say OK to that and change all. Here, we have 46 placements, perfect, and
07:31 we're done with that. At that point, when I select text that is
07:35 in italic, we see that in fact, we have a character style that has been applied and
07:39 the same thing goes for both text of course.
07:44 Okay. So now we've imported some text and we've
07:47 fixed the problems tied to character styles.
07:52 All the text within paragraphs has now been formatted as needed for the EPUB
07:57 export, and remember, because all these styles will be exported as CSS styles.
08:04 We will also have little tags that say, this is italic from here to here within
08:10 the XHTMl file. But we'll have a closer look at that
08:16 later on.
08:17
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Adding paragraph styles
00:01 So now that we've imported the text and set some character styles for the bold
00:06 and italic text inside of our document here the next thing we need to do is to
00:10 actually create the necessary paragraph styles to format that text.
00:16 And let's zoom out a little bit, let's look at the whole page.
00:20 One thing that I would like to have here, and remember that this page is the size
00:25 in pixels of the iPad screen, and that the text frame here is the size of what
00:29 the text may look like, I underline the word, may look like inside of an eBook
00:33 reader on the iPad, within the margins. So of course here there's not a whole lot
00:42 we can see. All the text is being greeked out.
00:45 So let's fix that for a second. Let's look at the paragraph styles.
00:49 And we see that we have a default paragraph style that has been imported
00:52 with the word document that we've just imported a second ago.
00:57 So, what we need to do is to first create a style for the body of text.
01:03 So, I'm going to do that simply by clicking on Create New Style in the
01:07 Paragraph Styles panel. Okay.
01:10 And I'm going to call it Body. Remember to keep the names of your styles
01:15 very short. I call it Body, because this is the body
01:19 text of my document and this is also something that I would like to see inside
01:23 of the CSS code that will be generated when exported to ePub.
01:30 So let's say okay to this, let's call the style name Body.
01:33 It's based on no paragraph style and the only basic character formats that I'm
01:37 going to change is actually the size of it.
01:41 Because I want to see it a little bit better here on my screen.
01:44 So let's pump up the size to maybe something like 18 pixels.
01:48 You see? Bear in mind that these are pixels now
01:50 inside of InDesign. That's because it's a document that was
01:55 created with the intent for web. And let's say that the body text is regular.
02:02 Okay, 18 point. The lettering here is automatic and we've
02:06 already seen that lettering gets exported in another unit of measurement, which is
02:10 called m. But this is also something that we will
02:14 then be able to change in the CSS file. And let's look at any other advanced
02:20 character formats, okay, the language is important, this will be exported, and I
02:24 will show you that later on as well. And in our case, we want this to be
02:30 English, USA so let's select this. And that's basically all I want inside of
02:36 my style. So lets select the whole text here,
02:39 select all, and apply body text to it. Okay, so now I already see the text
02:45 bigger on my screen, and I start getting the idea of how it may look inside of an
02:49 eBook reader. We can now take the default style, and
02:55 throw it away. Perfect.
02:58 Next styles we need, of course, is the chapter header.
03:01 And the chapter description. Each chapter in this book, and this
03:05 specific book, which is Jules Verne's Around the World in Eighty Days, Actually
03:09 has this chapter name, Chapter 1, and then a description.
03:14 If we move down inside of our flow of text, and you see I'm just scrolling down
03:18 now and this is so easy, okay. This is why I chose not to have left and
03:23 right pages to do that, even though I could have.
03:27 But it's much, much easier to actually just scroll down the text as if it were.
03:32 A scroll of information from top to bottom.
03:35 Okay. Chapter two in which (UNKNOWN) is
03:37 convinced okay, so we need a specific style for that.
03:42 And one very important style will be the chapter description here.
03:46 Chapter one because this we will be using at a later stage when we export to ePub
03:52 to actually create a single HTML file for each one of those chapters.
03:59 So, let's do that for a second. Let's select the text here, and inside of
04:03 the paragraph style, I'm going to create a new style.
04:07 And this style I'm going to call header one, H1, okay, because this is the
04:11 shortest way for me to actually write it here, and it's easy for me to remember
04:16 when I have to apply it inside of my text.
04:21 So, let's say Header 1. Let's go to the basic characters, and
04:25 maybe this I want to be slightly bigger, like maybe 24 pixels.
04:29 Remember that all of these sizes have absolutely no meaning because these will
04:33 be overwritten once we are in the ePub. So, the only thing They are important
04:39 for, is actually for you to be able to lay out the document in such a way, that
04:43 is easy for you. So lets see on other few things here, the
04:49 font style is bold, okay. Let's go advanced character formats, it's
04:54 still English USA. That's because we're actually basing this
04:58 on the body paragraph style. And that's basically it.
05:02 So let's say OK to this, and it's already formatted.
05:06 Then what we want to do is take the second line of text here and make a new
05:10 style and call that Header 2, okay, because this is the second level of the title.
05:16 So let's say OK to this. Actually, before we do that let's just
05:20 check out that it is in bold and that the size is 18, okay.
05:26 Perfect. Now we've formatted those and we can
05:29 continue working, applying these exact same styles to other parts of the text.
05:34 But there's something else that I want to do here.
05:37 For example, I would like there to be some space after the header two and the
05:41 beginning of the text. So, what I would do is simply select my
05:47 style here. Double-click on it and under indents and
05:51 spacing I could say space after, maybe something like 20 pixels, and if I click
05:56 on preview we see what happens here. Okay.
06:01 We can even get it some more here, let's make it 40 pixels, okay.
06:05 So we have a good separation between the title and the beginning of the text.
06:10 Let's say okay to this. And also maybe what I want here is the
06:14 titles to be actually centered. So I can do that by double-clicking on
06:18 header 1 here. I would go to indent and spacing, choose
06:22 left or center, in that case I want the title to be centered, okay, and then
06:27 header 2, what I can do is also here, indent and spacing, and center that.
06:34 Okay. I could have actually based header two on
06:36 header one but this is a bit more complex styling.
06:41 But now we already start to have the feeling of our book.
06:44 And basically what I want to do also is get rid of all of the text here before
06:48 because I want the book to start with chapter one and this little descriptive
06:52 text here and then my body text. Another thing we can do of course to help
06:59 our readers read the text better is to change the body copy as well.
07:05 For example I can go into indents and spacing and say space after the body text
07:10 and add maybe 5 pixels to have some sort of a separation here or even 10 pixels.
07:17 And then, I can also say that the first line indent is ten pixels, okay, so that
07:22 each paragraph starts with an indentation here.
07:28 But because I chose to separate the different paragraphs with a space after,
07:33 I can also not Indent the first line at all.
07:38 So let's put that back to zero and scroll down the text, okay?
07:43 Because now, we're simply going to say okay to this paragraph style and move
07:49 down, and start also to format the remaining chapters.
07:55 So, I'm simply going to put my cursor here in chapter two, this is header 1,
07:59 header 2. Okay.
08:02 Let's move on. And here we go.
08:06 Chapter 3, header 1, header 2 and so on for all of the 9 chapters inside of that book.
08:14 So if I zoom out now, double-clicking on the zoom tool or the little hand tool
08:18 here You see, I am starting to get a real feeling of how that text will actually be
08:23 laid out inside of my ePub. My advice here is to try to keep the list
08:29 of styles to be used inside of the ePub as small as possible, making it easier to
08:33 manage once you tweak the CSS file of the ePub, for example.
08:39 And remember, that there is not a whole lot of styling that carries over in an
08:43 ePub anyway. So, with N design CS5, you can actually
08:46 preserve local overrides, such as the bold and the italic, and bold italic when
08:50 you export to ePub. Bu these local overrides will be exported
08:56 as span.nostyleoverride1 and spannostyleoverride.2, and so forth
09:01 inside of the CSS file. So descriptions like that take much more
09:07 space than necessary and are not very descriptive when you need to change the
09:11 CSS itself. So my advice is to leave nothing in your
09:15 text unformatted always use actual styles in you electronic publications.
09:20 If you want you can locally format bold, bold italic and italic by hand but before
09:25 you export make sure to actually find and replace those overrides with actual
09:29 character style. It will make it much, much easier and
09:34 cleaner to work with the CSS file. Also, to visually check if your document
09:40 uses the basic paragraph style or the body paragraph style, what you can do is
09:45 go to Edit and actually say Edit in Story Editor.
09:51 And if we move up here, we actually see the paragraph styles that have been
09:56 applied to the various parts of the text. So as you scroll down, and again here
10:02 inside of the Story Editor, we have this image of a single flow of text.
10:07 So this is also a good way to look at your ePub.
10:10 But in this case, it's interesting to see that in fact, I have applied applied all
10:14 those styles correctly. Okay, body body body, and we go down, and
10:18 then suddenly we will come to chapter 2. Header 1, header 2, body, okay?
10:23 The sequence is correct. So just by scrolling your text and
10:27 looking at it inside of a story editor makes it much much easier To actually
10:31 work with. There is one thing you need to be aware
10:34 of though. If you have used nested style or grep
10:37 styles to format text in your InDesign document, the formatting they define is
10:41 not preserved in the ePub file. It is very important to apply actually
10:47 character styles to any text that is formatted with either a nested style or a
10:51 grep style in InDesign.
10:54
10:57
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The importance of level 1 entries
00:02 Level one entries are the title of your chapters, or any logical break.
00:06 In this publication, I named the style applied to chapter titles H1, or Header
00:11 1, to make it easier to spot in the paragraph styles panel here.
00:16 Header 1, Header 2, and the body text. The important thing here is to remember
00:21 this style can later be used to automatically create a table of contents
00:25 for the EPUB. But it will also enable a feature in the
00:29 EPUB Export dialog window called use first level talk entries as chapter breaks.
00:36 This is important especially in documents such as this one.
00:40 This in one single InDesign document with 9 chapters of the book.
00:46 And basically, what we want in the EPUB is a single file for each chapter.
00:52 And by applying styles accordingly, like Header 1 to Chapter 1, and Header 1 to
00:57 Chapter 2, let's just move down here a second, okay.
01:02 Let's just go check here. Chapter 2 is Header 1.
01:05 This long file will then be automatically divided in one file per chapter.
01:14 And this is actually very, very important to keep the file sizes smaller for each
01:18 XHTML file. Remember that there is a limit of 300
01:22 kilobyte per file, so this division of content will be very important at a later stage.
01:30 So, remember that applying the styles correctly will enable you to create the
01:34 table of contents automatically. And also allow InDesign to divide a long
01:41 document into a series of shorter ones.
01:47
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Working with notes
00:00 In InDesign you can create or manage footnotes that come from a Word document,
00:05 for example. These footnotes will be exported as
00:10 endnotes in the ePub. Depending on how you have structured your
00:14 document, the footnotes will actually appear either as endnotes in a chapter or
00:18 at the very end of your story or publication.
00:22 So, the scenarios can be two. You have a single InDesign document, such
00:27 as the one we are working on here, where we have nine chapters, all within a
00:31 single document. In that case, the endnotes will be placed
00:36 at the bottom of the very last page of the document, once it's exported.
00:42 The second scenario is, you are working with single InDesign files for each chapter.
00:48 And using the InDesign book panel to actually put all the chapters together.
00:52 In that case, if you have footnotes, which will then be transformed to
00:55 endnotes, these will be placed at the end of each chapter or logical section inside
01:00 of your structure. So, depending on how many footnotes you
01:05 have in your content, think about the choices you have.
01:08 You can either work in a single document and have all of the footnotes at the very end.
01:14 Or work on more than one document and put them together in the InDesign Book panel,
01:18 and have the endnotes placed at the end of their respective chapters.
01:24 Basically, what happens is that InDesign, we automatically create a hyperlink from
01:28 the footnote reference number down to the footnote text and back.
01:33 So, let's create one here. Let's say that we need a little footnote
01:36 here to explain who Mister Phileas Fogg is.
01:40 So, under the Type menu, I will choose Insert Footnote.
01:43 And that will be automatically brought to the end of my page here.
01:48 We're still on the first page. And I'm going to write my footnote, the
01:54 hero of the story, okay. And then, we can move back and we see,
01:59 yes, we have little number one here and at the bottom of the page.
02:03 Since it's a footnote, we have the description of that footnote itself.
02:09 Okay. So, lets export this for a second.
02:12 File, Export for, ePub. And basically, what I want to do is just
02:16 to save it, so you guys can also look at the file that is saved inside the chapter
02:21 2 folder. Let's call this footnotes.
02:26 Okay. And Save that.
02:29 Replace. And basically, what I want is only to
02:32 view the Ebook after exporting. Okay?
02:35 So that it opens in an Ebook Viewer, so that I can actually see how that footnote works.
02:40 Now, it automatically opens in Sigil, which is my ePub Editing Software.
02:46 But it's also a very good viewer. And as you can see, I have my formatted
02:51 text here, and a hyperlink with a little number 1.
02:56 If I click on it, and pay attention to the cursor here on the right side, if I
02:59 click on it, boom, we go to the very bottom of the document.
03:04 Nine chapters later. And here's my footnote, and if I click
03:08 back on it, we move back to the top of the document, where that footnote was
03:12 actually inserted. So, this is a first example of how you
03:17 can add interactivity, in this case, with footnotes within an ePub.
03:22 And we will see later how you can actually add other types of hyperlinks
03:26 and cross references inside of an InDesign file, and then export that to
03:30 the ePub. There's a whole lot of interaction with
03:36 hyperlinks that can be created inside of InDesign.
03:40
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Working with tables
00:02 Tables created in InDesign are supported in most ebook readers although not all of
00:06 the readers represent them the same way. And this can be a real challenge for
00:11 conveying over tabular information, very complex tables might not carry over at
00:15 all to the ePub. So let's have a look at this document here.
00:19 Open the Working with Text Table InDesign document, and if we move down to Chapter
00:25 three, let's see if we can find it rapidly, Chapter two and down here
00:29 Chapter three, and there's a whole section with text that has tabular data
00:34 in it. Here, here we go.
00:40 Okay, this is actually the list that Phileas Fogg writes up to explain how he
00:44 will travel around the world in 80 days. So we can select that tower of text, like
00:51 this, and under the Table menu, I will say convert text to table.
00:58 Okay, InDesign asks me, what the column separator is and in this case it is
01:03 indeed a tab. And the row separator is a paragraph.
01:08 So let's say okay to this, and now we have the table.
01:13 We can also go in here and make the table.
01:15 A little bit more adaptive to the content, so let's say that we want these
01:19 columns here a bit shorter like this, and let's make it like this, and make this
01:24 one here longer, the one with the text. Also, what I can do, for example, is
01:31 maybe take this row over down here and select a Fill for that row, let's take a
01:37 Cyan for example, all right? So we've actually formatted the table in
01:44 such a way that it has a black outline, okay in the cells and a Cyan bottom row
01:49 with a total of the days that it would take to travel around the world.
01:57 Okay, so let's see how this table looks in Sigil, for example.
02:01 So we're going to go to File > Export for > ePub, and we're going to save that as
02:06 working with text tables.epub, perfect. Save that, and the only thing we care
02:13 about right now is to view the ebook after exporting.
02:18 So let's export this. Sigil opens and here is my document.
02:24 Let's move down to chapter three, chapter two, we just passed it.
02:30 Okay, Chapter three, here we go. And we should find the table somewhere
02:35 here, okay? So as you can see, the table is indeed
02:38 represented with the various rows and the three columns but we've lost all of it's formatting.
02:46 So, how can we work around that? There's actually a very, very easy way to
02:51 do it. Let's go back toInDesign and what I will
02:55 do is simply select the Table. Copy the Table, okay, and put it inside
03:01 of a New Text Frame. Okay, lets just paste the table here, and
03:07 what I will do is, create a text frame that, is just the size of the table, like so.
03:15 All right, so that we see the whole entire table.
03:18 At that point, I will go to File > Export and Choose an Image format for that
03:22 specific table. So let's choose the JPEG for example,
03:27 that's an Image format, and save it as Working with Text Table, JPEG, save.
03:38 And we're going to export just the selection here, okay?
03:43 And Choose a high quality for the table because I want to have the text to be
03:48 very legible. The resolution we will leave at 72 dpi
03:52 because we are working for ePub which is very like a webpage, so this is the
03:57 resolution we need. And I don't need to imbed the color profile.
04:03 Color profiles can take up more space then needed inside of image files.
04:07 And I'm going to anti-alias it. So export this, we're done.
04:12 Now I can delete that table and as we will learn later on about placing
04:16 graphics, this is exactly what we're going to do here.
04:21 So I'm going to go to File > Place, go to my folder here, and find the JPEG that
04:26 I've just created, Working with Tables, all right?
04:32 So let's open this. Place it inside of a file, cut it out of
04:36 here, all right, and delete the frame that was created by InDesign.
04:42 Go into the text, like so, delete the table, and, paste that new image in there.
04:49 So I have the exact same table that I had formatted in InDesign, but as an image.
04:56 If I export this as an ePub, we will see what happens.
05:00 File, export for, ePub, and we're going to call that two.
05:04 Actually, let's give it another name like JPEG, like this.
05:09 Okay? Table as a JPEG.
05:11 Let's save this. View the ebook after exporting.
05:15 Let's export this. And back in Sigil, we're simply going to
05:20 scroll down to the area where that table was being shown and we will see that this
05:25 table has in fact been imported as an image, okay.
05:30 So that's a cool way to actually display title data in an ePub.
05:35 Another thing that we could do, and this is also an interesting technique.
05:39 Let's move back to InDesign is actually take the table again, like this.
05:45 Let's take the Type tool, select the whole table, like so, Copy.
05:49 And paste it into a new text frame here, paste, and the reason I'm doing it is
05:54 because I need to know the size of the text frame, all right, so let's say that
06:00 we're going to put the text frame here and simply have it go around the table.
06:09 Another interesting technique that we can use to actually display tables is to
06:13 actually link to an InDesign document. So I'm going to Cmd+Z here to get back to
06:19 my textual version of the table, all right, so that I have my table as text
06:24 again, very good. I'm going to select it, copy it and paste
06:31 it inside of a new text frame, all right? I'm doing that because it is important
06:37 for me to know the exact size of that table.
06:41 By double-clicking on the corner down here, you see that the text frame
06:44 automatically wraps around the table. All right, so if we go up here we see
06:49 that it has a width of 599,5 pixels, which is basically 600 pixels, by 212.
06:56 So let's make that 213. Let's copy this, make a new InDesign document.
07:04 Let's make it for web, and we're going to make it a width of 600 pixels by 213 pixels.
07:13 Okay. All right?
07:15 So, in this case, the margin that we have down here wouldn't fit inside of that document.
07:20 So what we need to do is just to set the margins to zero, okay?
07:24 All of the margins to zero. Perfect.
07:26 Let's create a new document and paste the table in there.
07:31 At that point I will go here under file, and save that document inside of my
07:36 folder and I'm simply going to call it table InDesign.
07:41 Okay. And save this, move back to my document
07:45 that needs the table to be embedded. Let's delete this part here.
07:51 Go back into the text and exactly like we did with the image, what I'm going to do
07:56 is place the InDesign document. File, Place, we're going to Choose the
08:03 table InDesign document that we've just created.
08:08 Open that, and place it here, perfect. Now, what I will do is copy that link and
08:15 place it by double-clicking in my text, and pasting it.
08:21 Very good. At that point what we have here is in
08:24 fact a link, and if we look inside of the links panel we're not linking to an image
08:29 file, but we are linking to an InDesign file.
08:34 The cool thing is that, InDesign, upon the ePub export, will actually export
08:38 this as an image. But the real benefit of that is that if I
08:43 Ctrl click on it, I can say that I need to Edit the original.
08:48 And by editing the original, the InDesign file will open, and the text is of
08:54 course, live. If by any chance I need to, for example,
08:59 force these words here to a second row, I can do so.
09:03 Save the file, move back to my InDesign document and you will see that this has
09:08 already been updated. Really, really cool technique here.
09:13 So, let's export this again. File, export for ePub and we're going to
09:19 call it, INDD, ePub, because we are exporting an InDesign document within an
09:24 InDesign document, and lets save this. We want to view the ebook after
09:31 exporting, and export. Here we go, this is the view in Sigil
09:36 again, so lets just scroll down to the part where we have the table.
09:43 And you will see that InDesign has automatically converted this linked
09:48 InDesign file into an image. So basically, we've obtained the exact
09:53 same result that we did with an image. So there's two ways that you can actually
09:59 include tables in an ePub. Just to make sure it looks the same on
10:04 every single reader. I'm not saying that some readers don't
10:08 support tables, but what I'm saying is that not all of them do.
10:12 So what we need to do is actually design for the common lowest nominator, and in
10:15 this case what I've shown is two techniques.
10:19 One is to export the table as an image and then re-import into InDesign or,
10:24 which gives you more flexibility to create new InDesign document with just
10:28 the table. And then, re-import that, place that
10:33 document, that InDesign document inside of your epublication and then export that.
10:40 But the result is exactly the same. An image version of the table.
10:47
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Defining vertical space
00:00 The vertical space you define above or under or on the sides of your paragraphs
00:05 will actually be honored in most eBook readers.
00:10 So what we've done in this document, if we go back to the paragraph styles over
00:13 here, we see that we have the paragraph style for the body text.
00:18 If I double-click on it I can reopen it. And basically what I've done here is to
00:23 add a space after of 10 pixels, okay? If we go into the Indents and Spacing
00:29 panel here, we see that we can give a left indent, a first line indent, a right
00:35 indent, a last line indent, a space before and a space after.
00:42 The one that's more important to us right now, I guess, is the space before and the
00:47 space after. So that we can effectively separate one
00:51 paragraph from the other to give a visual clue to our readers as to where a
00:55 paragraph actually starts. In the CSS file that gets generated from
01:01 InDesign based on that space before and space after, we will have CSS definition
01:07 called margin. With a top, right, bottom, and left value.
01:14 So let's have a quick look at that. Let's just say OK to this, File > Export
01:20 For > EPUB, and we're going to save that as.
01:25 Working with text, space, ePub. So let's save this, and the only thing we
01:31 need to do really is to view the eBook after exporting.
01:36 We are going to export it, and once this is done, Sigil will automatically open.
01:42 And what I can see here is that very much like my InDesign document I have the
01:46 space between the paragraphs, and this is something that we can see inside of the styles.
01:54 In the template.css, so let's open this. And if we move down to the body tag of my
02:00 CSS we see that we have in fact a margin value.
02:06 And these margins have been transformed into an N value, but in this CSS as we'll
02:12 learn later on we can actually change those values.
02:19 I can also give an indent. For example here, this last value here is
02:23 the indent of the text from the left. So I could say, indent the text ten
02:29 pixels like so. And if I move back working with table
02:34 text here, we see that in fact I have slightly indented my text by ten pixels, all right?
02:42 So this is pretty cool to remember that you know, all the things that we say here
02:46 in our paragraph styles, such as the space before and the space after, will
02:50 actually be honored in the eBook reader. So that's a really good way to actually
02:56 space the text in InDesign. Also, we'll see when we work with
03:01 graphics, this is something that we will be using extensively to space images from
03:07 the text above, from the caption, and the text below.
03:14
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3. Creating Hyperlinks and Cross-References
Adding hyperlinks
00:02 Think of your EPUB as a website. The purpose of which is actually to make
00:07 it easier for your user, or your reader to browse through the information you provide.
00:12 Hyperlinks are a major contributor to the added value of your content.
00:16 For creating links within the document itself, I recommend using cross
00:20 references, as described in the next part.
00:23 But to create a new hyperlink to a webpage, for example, all you need to do
00:27 is to select the words inside of your text and Click on the Create New
00:30 Hyperlink button, which we have down here.
00:35 So, let's do that for a second. Let's say that we need to actually link
00:39 Saville Row to a webpage. To do that, I will simply open the Create
00:45 New Hyperlink window here, and in the new hyperlink window, I can choose from
00:50 various types of links: a URL, a file, an e-mail, a specific page, a text anchor,
00:56 or a shared destination. In that case I want to link to a URL.
01:05 So let's say www.sevillerow.co.uk for example.
01:14 If I want the URL to be shared, I can check this button here.
01:19 Share hyperlink destination. Basically what this will do is that, I
01:24 can then reuse that same URL in different parts of my document.
01:30 And if by chance I need to change the address from .co.uk to something like
01:35 com, all of the URLs will be changed automatically.
01:41 Another interesting thing I can do here is to actually apply a character style,
01:45 to the link I have just created. So let's say this, for example.
01:49 And as you can see, I can choose from any of the character styles that I have
01:53 created in my Character Styles panel. In our case, we've only created Bold and
01:59 Italic yet, and I could choose those from here.
02:03 But I'm not going to do that because, most of my hyperlinks will actually be
02:07 exported in the EPUB and be previewed as live hyperlinks.
02:12 And that means they're mostly going to to be blue with maybe a blue underline, to tell
02:17 the reader that this is, in fact, a hyperlink.
02:22 Another interesting thing I do in my EPUBs, is to actually change the
02:26 appearance of the hyperlink. In this case I want there to be a visible
02:32 rectangle with no highlight, with a thing width and may be color.
02:38 So let's chose blue for example. And a solid color around the hyperlink.
02:45 And you can already see it here on my page as it appears.
02:48 Why do I do that, you may ask. Well, first, this visible rectangle will
02:54 not export to the EPUB. And second, this visible rectangle
02:58 actually helps me to spot hyperlinks inside of my document.
03:04 So as I scroll my document, I can very, very quickly spot hyperlinks within the text.
03:10 So, let's create another quick hyperlink here, Phileas Fogg for example, new
03:15 hyperlink and this I'm going to make an email.
03:20 And I'm going to say, phileasfogg@gmail.com because that's
03:25 where Phileas Fogg would have his email. And then I can even put a subject line in
03:35 it, such as email sent from the ebook. All right?
03:42 So that, the subject line automatically gets added inside of the subject line in
03:47 the email client that the user may use. In that case also I can add a charater style.
03:54 And in this case, maybe I want the visible rectangle to be another color.
03:58 So let's say yellow for emails for example.
04:02 So let, let's say okay do this, and here we are.
04:05 We have already created two hyper links inside of this document.
04:10 Now there's one thing you should know. Some URLs, especially those that come
04:15 with an ampersand, will actually cause the EPUB export to fail, all right?
04:21 So if you copy and paste a URL from a website, and it makes your EPUB export
04:25 fail, just think to look for an ampersand in the URL.
04:30 And if that does happen, my advice here is to use one of the URL shorteners that
04:36 are available on the Web. Such as, maybe, tinyurl.com or Google,
04:42 goo.gl, to create a new one, a shorter one.
04:46 And in any case, it's a very good idea to actually shorten all URLs, to minimize
04:50 the code that will be needed to describe them inside of the XHTML file.
04:57 Remember that we have 300 KB limit per XHTML file.
05:01 So every letter that you can save by making a URL shorter, by using one of
05:06 those URL shorteners, will actually make the XHTML better.
05:13 Also know that, if there are already URL's in your text, for example
05:17 www.yourcompany.com, InDesign can automatically convert those to working hyperlinks.
05:24 And basically, the way you do it, is go up to the Type menu, and you go down to
05:29 Hyperlinks and Cross References, let me see why it didn't catch that.
05:36 Just go here, Type > Hyperlinks and Cross References, and Convert URL's to hyperlinks.
05:44 And basically, this will tell InDesign, to look for text that looks like
05:49 hyperlinks, and convert them to hyperlinks automatically.
05:55
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Adding cross-references
00:02 Cross references refer the reader from one location of the ePub to one another.
00:06 And in InDesign we can create cross references quite easily.
00:10 What we want to do in this case for example is to create a table of contents,
00:14 so that the first page that a reader views when opening the ebook is a Table
00:17 of Contents with a list of all of the chapters.
00:22 So that I can easily navigate just by clicking on it.
00:26 Although we already know that the ePub format contains an automatic Table of
00:30 Contents which can be accessed through menus.
00:33 But in some cases it can be interesting to create your own Table of Contents.
00:38 Using cross references in InDesign. We're going to be using it to create
00:43 cross references but remember that any text inside of your document can be cross
00:47 referenced from somewhere else. So simply by clicking and moving to
00:52 another page. And then maybe back.
00:56 To create the Table of Contents here, what we'll do is create a new section
00:59 before chapter one. To do this, I'm going to go under type,
01:03 and I'm going to insert a break character such as a frame break, and then move up
01:08 to that empty section that we've just created.
01:13 At that point what I need to do is to go under Type > Hyperlinks and Cross
01:17 References > Insert a Cross Reference. Now, this rather complex window pops up
01:24 but we're going to use it In a very simple way, let's say.
01:29 So basically what I do, is choose from which document I want to actually make
01:33 the cross-reference. And in this case it is Hyperlinks.indd,
01:38 the document we are currently working on. And I can link to a paragraph or a text anchor.
01:46 In that case, I want to link to a paragraph, because I want all of the
01:49 chapter headers to be included in that table of contents that we're creating.
01:54 So I'm selecting 1 and 2. Okay?
01:58 So as you can see, as I select the various Header 1's or Header 2's, these
02:02 appear here in the list, all right? And the other thing that we noticed is
02:07 that InDesign adds automatically a whole bunch of stuff that I don't really need
02:12 in cross references inside of that specific ePub.
02:16 For example, the page number here. There are no page numbers in ePub, so we
02:21 can safely remove those. And this we do in the Cross Reference
02:25 Formatting Options down here. Already here from the pull down menu, we
02:29 can choose from various options here. So, for example, Only the Full Paragraph,
02:33 all right? Or just the Paragraph Text.
02:37 Or, the Text Anchor Name and Page Number. The Page Number Only.
02:42 Such as this, on Page 2, all right? But what we need is simply the Full Paragraph.
02:47 But InDesign has added here also the little quotation marks.
02:51 And we want to get rid of those as well. So by clicking on the little pencil here,
02:56 we open this other window here. And what we can do is actually give the
03:00 Cross Reference Format a name, and let's call it ePub, like so.
03:06 And here we have a code for what is actually included in that Cross
03:09 Reference, and we can simply by putting the cursor here in the text field remove
03:12 the quotation marks. And then, just to show you so that you're
03:17 aware of that, we can add other elements such as the Page Number, the Paragraph
03:21 Number, the Paragraph Text, the Full Paragraph, all the way down to the
03:24 Character Style. And also, we can insert special
03:30 characters such as an M Dash, an N Dash, Spaces, Non-breaking Spaces and a whole
03:35 bunch of stuff all the way down to the Nested Styles.
03:40 But remember that Nested styles are not supported in the ePub export, so we
03:44 shouldn't be using those. What I can also do is choose a character
03:48 style for the Cross Reference, all right? In this case, it picks up the character
03:53 style or the paragraph style directly from the style that's been used to
03:56 actually format. Chapter one, so let's say okay to this
04:01 and here we are. Now, we only have the text for Chapter 1.
04:05 Now we can go down one line, all right, and create a new cross reference and what we
04:09 need now is the header two. For example, here in which Phileas Fogg
04:15 and Passepartout accept each other, the one as the master, the other as man.
04:20 All right? So we can go back into our text, let's
04:22 just say OK to this. You see that it picked up my format
04:26 called ePub, say okay to this, let's go down one line.
04:30 Add another cross reference to Chapter II, OK.
04:34 And then Add another Cross Reference below with the Header II in which
04:39 Passepartout II is convinced. All right?
04:44 And so on, okay? Again, in this case, what I could do when
04:47 creating these Cross References I could also have rectangle around it.
04:51 But since they're all on the same page, I don't really need to do that.
04:55 The cool thing about Cross Reference is is that they change as your text moves.
05:00 So if, for example, let's say in the case that maybe you moved Chapter II after
05:04 Chapter III, the Cross References will automatically adjust to that.
05:09 However, before you export to your final ePub, always make sure that you've
05:13 updated the Cross References in the Text. So, to do that, you can go to Type >
05:18 Hyperlinks and Cross References. And then, if there are any Cross
05:22 References that have been updated, you will then be able to choose Update Cross
05:27 Reference from here. And this you should do before Exporting
05:32 to ePub. Because otherwise, the links will not work.
05:35 So let's have a quick look at what we've just done.
05:37 I'm going to Export this. File > Export for > ePub.
05:42 And let's call this one not Footnotes, but Hyperlinks or Cross References.
05:48 Cross-ref, like this. And Save it.
05:52 Again, the only thing I'm really interested in right now is to view the
05:55 eBook after exporting. So that you can see what I've done.
05:58 InDesign exports the file, and this is how I actually see it inside of Sigil.
06:03 All right? So, these have been all changed into hyperlinks.
06:07 If I click on Chapter II for example, I will go down directly to Chapter II.
06:12 Okay? So this is a live hyperlink.
06:15 And also notice how Sigil represents hyperlinks as blue text with an
06:19 underline, exactly like we were used to see hyperlinks in old school webpages.
06:26 Also here, we have the link to the email address and a link to a webpage.
06:31 All right? So both the hyperlinks and the
06:34 cross-references we just created in InDesign.
06:38 Crossover very well to the ePub format. There is one thing, although, you need to know.
06:43 There is a really nasty bug in the, InDesign CS5 7.0.3.
06:47 So if you have a newer version when you are watching this course, check if that
06:51 box still exists. But right now, there is bug when
06:55 exporting links with cross references and also footnotes as we've seen to ePub.
07:01 I will be talking about a way to correct this as soon as start talking about
07:07 Tweaking the CSS and the XHTML code to actually show you a manual fix of this problem.
07:16
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4. Working with Graphics
Adding graphics
00:00 The ePub 5 format supports several image formats that can also be used in
00:05 InDesign, including JPEG, GIF and PNGs. Know that most eBook readers, such as the
00:11 Amazon Kindle, will show your images in black and white.
00:15 But I think it's still a good idea to work with color images because in the
00:19 near future, the market demand will almost certainly demand color displays on
00:22 all eBook readers. I mean, we live in a colorful world,
00:26 after all. So when optimizing images for the ePub
00:30 file format, it is best to think of one format that works well across a variety
00:34 of devices. And the number of those available devices
00:38 is constantly increasing. So when you prepare your images in
00:42 Photoshop or Fireworks, down sampling them, making them the correct size, and
00:47 then exporting them for web as JPEGs or GIFs or even PNGs well, think of keeping
00:51 your images and color. The Kindle will automatically show them
00:57 in black and white anyway, so. Well, you know, it is true that a color
01:01 image will probably weigh a little bit more than a black and white image,
01:05 because it obviously includes more information about how to represent those colors.
01:12 Also in InDesign when you export to ePub, there is a function called Formatted
01:16 Images that allows you to place TIFFs and PhotoShop images inside of your InDesign
01:21 document and then export them at the size that you've actually place them inside of
01:25 the InDesign document, optimizing the images for you.
01:32 But in my numerous tests when using the formatted images option in the ePub
01:36 Export Dialogue box, which we will see later on in exporting to ePub, and the
01:40 images are down sampled to a lower quality than acceptable.
01:45 So my advice here is to therefore place images and graphics at the size they are
01:50 intended to be displayed. Also be aware that resizing PNGs and GIFs
01:55 inside of InDesign can actually lead to unexpected results and loss of image quality.
02:01 Many eBook readers will resize the images when displayed, so it's better to place
02:06 larger images that will then be scaled down rather than up, therefore losing resolution.
02:12 So remember my document here, I've created it in such a way, let's just see
02:17 the whole page here. In such a way so that it resembles the
02:23 screen of an iPad with a live area here in between the margins of 600x800 pixels.
02:30 So images larger then that would take up necessary space in the ePub, and may even
02:35 cause performance issues or even not display at all.
02:40 So for example, on the Kindle image file sizes can't be larger the 64 kilobyte.
02:46 So also make sure check final sizes after the export in the image folders of the ePub.
02:51 The important thing in InDesign to do, is to anchor the images in the flow of text.
02:56 All of the graphics in your layout need to be anchored within the single body of
03:01 text, or the story. So that they move within the text when it reflows.
03:07 Remember when I showed you how the text reflows as screen sizers get smaller or larger?
03:12 Well, images need to adapt to that as well and this is why the images need to
03:16 be anchored inside of the text. The flow of text this unique, this single
03:22 flow of text that goes from a beginning to an end.
03:26 So when anchored, graphics actually become part of the paragraph they appear in.
03:31 And they appear inline with that paragraph when viewed in InDesign or in
03:35 an eBook reader. So to anchor an image within the flow of
03:39 text, just do the following. Go to the Type tool here and let's say
03:43 that we want to add an image here right after the first paragraph.
03:48 So Cmd+D or File > Place, Cmd+D and let's choose an image that we want to
03:53 place here. So here I have an image of Phileas Fogg
03:58 that I want to place right after the first paragraph.
04:02 So let's open this and automatically the image is placed inside of my layout.
04:08 But also notice that in this case, we don't see it because since the image is
04:13 in line with the text, it actually jumped to the next page where it has more space.
04:20 In the case that your image is already placed in your layout somewhere else, you
04:24 can actually use the Selection tool here and double-click on the image, Copy the
04:27 image and just place it inside of your text flow.
04:32 The reason why I chose to make my live area 600x800 is because it gives me a
04:37 good overview of when I place the images. I can see at once that this image here
04:45 actually fits within my fixed limit of 800x600.
04:50 Were it bigger, I would have probably gone back to Photoshop or Fireworks and
04:54 changed the size of the image so that it fits inside of my document.
04:59 Remember, that yes, you can change the size of images within the document and
05:03 then you would have to export the images formatted when going to ePub but remember
05:08 that this can cause unexpected results on your images.
05:14 So, I must prefer to actually place the images inside of my ePub at the intended size.
05:20 The paragraph immediately following the image could also contain a caption for
05:24 the image if one is necessary. And that specific paragraph also will
05:28 require a specific paragraph style but we will do that shortly.
05:32 Simply let's just add a new paragraph here.
05:35 And add the caption. Phileas Fogg.
05:38 All right? And this will now become the caption of
05:41 the image. Be aware that as the text flows, there's
05:44 actually no way of keeping this caption with the image.
05:49 So let's imagine that we have a text flow here.
05:52 Let's just pretend that this text actually flows down.
05:55 Let's just insert a break character here, let's Frame Break, for example.
06:00 And you see that as I move the text down, this caption disappears.
06:05 There is currently no way to of having the caption stick to the image, all right?
06:10 To group it together, so to say. So, if you absolutely need the caption to
06:14 be with the image itself, I advise you to actually open the image in Photoshop or
06:19 Fireworks and add the caption within the pixels of the image.
06:25 And this is the only way that you will actually have the guarantee that the
06:29 caption will stay with the image. So let's Cmd+Z out of that and put
06:33 everything back in order here. And have a last look at what we just did.
06:38 We placed the text cursor inside of the text and then under File > Place, we
06:43 placed an image right there inside of the text.
06:48 And remember that we have one single flow of text that goes from the beginning to
06:52 an end just like an antique scroll. All right and that image is now part of
07:00 that flow.
07:02
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Creating a paragraph style for images
00:00 It's interesting to note, that if you want your image to align in the center or
00:04 to the left, all you have to do is to create a paragraph style that aligns the
00:07 paragraph into which the graphic is anchored to the left, to the right or to
00:11 the center. So, let's do that for a second, let's
00:17 just select the whole paragraph here because this image is in fact inside of a
00:22 paragraph, and let's go over to our paragraph styles and create a new
00:26 paragraph style just for these images. So I'm going to create one, creating a
00:33 new style here by clicking the button. And I'm going to call it image, and
00:39 basing it on body I will however make some modifications.
00:44 For example under indent and spacing what I can do is change the alignment to
00:48 center for example, and we can see right away inside of the layout how that
00:53 effects the position of the image which is in now in fact centered.
01:00 The other thing I need to do is to maybe change the space after because remember
01:04 that in our style called body which this style is based on.
01:10 We've added a, space of ten pixel after the paragraph.
01:15 So in this case, what we may want to do is to add some space before the image to
01:19 really make sure that the images are separated from the text.
01:24 So I can say, maybe let's do a ten pixel space before the image and then we want
01:28 to reduce the space after the image because we want to keep the caption very near.
01:36 So let's do that. Let's do the space after five pixels, okay?
01:41 And that's all we really need to do and we can also see that the caption has in
01:45 fact come closer to the image. So let's say okay to this, and this style
01:50 has now been created. Let's now create a style for the caption
01:55 and I'm going to zoom in in this area a little bit and I'm going to select that
01:59 paragraph and create a new style. I'm going to call it caption and I'm
02:05 going to base it on body as well. And under indents and spacing, I'm going
02:10 to align it to the center just as the image itself.
02:12 I'm going to change the basic character format by lowering the size of the caption.
02:16 I want this to be a slighly smaller than the body text, okay?
02:27 So that the reader can actually differentiate it from the body text, and
02:31 the last thing I want to do is to maybe add some more space after.
02:37 Okay double the space to 20 pixels for example, so that there is a nice distance
02:41 between the image, the caption, and the body text.
02:46 Let's click okay to that. And zoom out again, and maybe add another
02:50 image just by applying these new styles that we've created.
02:55 So, I'm going to move down in the document, and maybe on this page here.
03:00 Actually let's go over here, and randomly place the image inside of a paragraph here.
03:06 Command D, or File, place, and I'm going to place my second image here.
03:12 That's the image of Pasapatu. And lets, place that image.
03:16 It has jumped to the next page, or the next view in this case, because we have
03:21 no pages in ePub. Let's create a new paragraph Pasa, patu,
03:27 creating the caption. And then applying the caption style to
03:33 this and applying the image style to that as well.
03:38 All right? So just to check what we've effectively
03:40 done I'm going to export this. File, export for epub, and control what
03:46 has actually happened here. So let's call this Graphics.
03:51 Epub. All right I'm going to save that in our
03:53 working folder. Graphics epub.
03:56 And all I want to do is to really view the E-book after exporting.
03:59 But let me just show you what we can do inside of the image formatting here.
04:06 I've said that I don't want the images to be formatted.
04:11 And in this case, I want the images to be saved as JPEGs, and let's go have a quick
04:16 look at the contents. I want to generate the CSS and export that.
04:23 Now we see the text inside of Sigil, and as you can see, my images have been included.
04:31 They are actually centered. The caption here is a smaller font size
04:35 than the rest of the text. And if we move on we see in effect that
04:40 all the images have been placed exactly like I've told them to be inside of InDesign.
04:46 And if we go into the styles that we've created in the CSS, if we go down a
04:50 little bit, we see that these new styles have actually appeared here.
04:55 One for the caption and one for the image.
04:59 We'll also learn about how to actually modify those styles later on.
05:03 But this is the way that we can very, very easily place images inside of our
05:10 end design document and export them to the ePub.
05:17
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Converting graphics created in InDesign to external linked files
00:00 In InDesign CS5, it has become incredibly easy to export just a selection to any
00:05 desired format. So, this is a technique that you can
00:09 actually use for graphics that you've created in InDesign.
00:14 For example, charts or tables like we've already seen.
00:18 Remember, I took the table, I placed it into another InDesign document, and then
00:23 linked to that document. Or, I could take portions of the InDesign
00:28 document, export them as images and then relink them inside of my epublication so
00:33 that they carry over well over to the EPUB.
00:38 So let's imagine for a second that maybe I want to add some graphic element inside
00:42 of my book here. For example, I would like to add a little
00:45 something between the chapter number and the chapter description.
00:50 So what I'm going to do is simply create a new paragraph here.
00:54 And under type and glyphs, what I will do is maybe go down to some symbols that
00:59 we have here. Let's see what we have in wingdings for example.
01:07 Okay, and let's take a symbol here, for example, one of those little swishes here okay?
01:13 Let's say that this one is nice, I want to insert that and this is how I want my
01:17 chapters to be divided. So this is a specific font and of course
01:23 this will not export to the EPUB, unless I embed fonts.
01:28 We're already seen that, embedding fonts isn't the best solution, because not all
01:32 eBook readers actually read embedded fonts.
01:36 So what other solutions do we have here to actually make sure that this little
01:41 graphic element is actually placed into the EPUB?
01:45 So, the thing I will do here is to actually select this character here Like
01:51 this, copy. I can actually cut it away, Command-X,
01:55 and put it into its own little text frame here, and then, I will put the text frame
02:00 all around the object so that it's all wrapped like this.
02:06 And if we zoom in, maybe we can see that we can wrap it even a little bit more,
02:11 because this will basically be the limitation of my image that I will be exporting.
02:18 Okay, so I can't do that, so let's just select it and under File > Export, I will
02:24 choose an Image 5 format, and I will call it Swoosh, okay?
02:30 And this is the graphic that I want to include inside of my EPUB, and I'm going
02:35 to put that into my links here, save it as a JPEG.
02:41 I will keep it in high quality at 72DPI and export that.
02:48 All right, at that point I can delete that character and go back to my layout, and
02:54 here, I will simply place my Text tool where I want the graphic to appear.
03:01 And under File > Place or Command-D, I will now choose this little graphic I've
03:07 created in links, Swoosh.jpeg. All right, we have a little preview here.
03:15 And open. All right, and here it is.
03:18 Now don't worry about it looking so pixelized.
03:21 This is a viewing issue. And if we change the display performance
03:25 to high quality display, we will see that the image will actually become better.
03:31 But this image has now the Header 1 paragraph style.
03:36 And of course, we want to give it the image paragraph style, all right, so that
03:40 it has a lesser space before it or after it, okay?
03:45 Or we can even give it a totally new paragraph style to try to format that.
03:51 At that point, what I will do is simply copy that paragraph, okay, and go down to
03:55 Chapter 2, for example. Here are the images that we've inserted earlier.
04:00 And Chapter 2, and here, I'm going to select that paragraph, and paste that
04:05 graphic in here as well. Okay, so lets just make sure that this is
04:10 actually tagged image. Okay, and, this was a very, very easy way
04:15 to actually have something created in InDesign become an image and relink it back.
04:22 Remember, the other solution that we also can use, which would be to actually put
04:26 that character into an InDesign document the size of the image we wanted, and then
04:30 link to that file from within another InDesign document.
04:36 So, let's export this File > Export for > EPUB, and let's Save it as placed Swoosh.
04:45 Okay? And working with graphics, Save the file.
04:51 And what I want here is the images not to be formatted, the image conversion to JPEG.
04:58 And this all looks okay. We'll go into the details later and view
05:02 the eBook after exporting. So let's export this and see the result
05:07 in Sigil. All right, now this little swooshy thing
05:12 here has become part of my publication, and if I go down to Chapter 2, we see
05:17 that we have it here as well. So remember, there are many things that
05:24 you can create in InDesign or with effects applied with a drop shadows with
05:29 whatever colors you need to create your graphics with.
05:34 There are ways to either export it as an image in the JPEG format or to actually
05:38 save it inside of another InDesign file, and place that InDesign file inside your epublication.
05:45 And we will get the exact same result. All right, pretty cool.
05:49
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5. Defining the Reading Order of the EPUB
Using an InDesign story to define the reading order
00:00 The EPUB format does not define page structure or size in any way.
00:05 During the EPUB conversion process, the position on the layout of all the design
00:09 elements in the publication is completely discarded.
00:14 And every thing, text, images, and graphics, gets placed into a single
00:17 continuous flow of information in the order that you have defined it.
00:23 Exactly like what we did. In this document here, where we first
00:27 placed the text, threaded it all together inside of a single story, and then added
00:32 the images and graphics inside of that story as anchored images and graphics.
00:39 So, the easiest way to control the position of the content in the EPUB is to
00:43 actually set it up as one text frame per page in your document, link all the text
00:47 frames together, and have your text flow as a single story.
00:54 This method really represents a foolproof way to ensure that everything is exported
00:58 in the same order as it appears inside of your InDesign document.
01:03 So, let's have a quick look at what we did here.
01:05 So, we've created the chapters, we've created the styling.
01:08 We've added some graphics after the chapter number.
01:12 And if we start moving down, you will see that we have images, and there are captions.
01:17 And then as we continue, and if I click on one of those text frames, we also see
01:21 the threads, and that's kind of reassuring to see that these text frames
01:25 are, in fact, all linked together. And then, we can continue to scroll down
01:31 a little bit and see that all of the images are here.
01:35 And that we also have the graphics. Everything is under control.
01:39 If you don't place everything within a single story, with anchored graphics for
01:44 example, InDesign exports the content in the order it is arranged on the page,
01:49 from left to right and then from top to down.
01:54 We can control the export order by manually extending or relocating the
01:57 various frames on each page. But this method can be really, really
02:01 tedious and time consuming. Just to give you an example here, let's
02:05 go here on a page where we have some text but no images.
02:08 And I'm going to place an image. Let's take the last one here, the 39-B.
02:12 And open that and paste it here, okay? So remember, InDesign reads the page as
02:19 one flow of text, and then this image is placed here.
02:24 And basically, InDesign reads from the left end and from top to bottom.
02:30 So basically, what should happen here, and we're going to check that, is that it
02:33 takes the text that appears here. And then, it would put the image
02:37 somewhere random here inside of the text, and then continue.
02:40 So let's export this as an EPUB. File > Export for EPUB, and let's go to
02:48 the right folder and export this as reading order with unanchored image so
02:56 you can have a look at it later, too. Let's save this.
03:05 We want to view the eBook after exporting.
03:08 And also, you will see that in the contents, we can actually tell InDesign
03:12 to base the ordering on the Page Layout. Okay, this is what we want and we want to
03:18 export this. And once Sigil opens with our document,
03:21 we're going to check exactly what the export did.
03:25 Let's move down. Here's past part two.
03:29 And somewhere here should be our image, in Chapter 2, right?
03:33 Because that's where we placed it. Let's see if InDesign managed that.
03:37 No. See InDesign didn't even consider placing
03:39 it here. So, let's check the end of the document.
03:43 The very, very end of the document here. And yes, here it is, that's my image
03:50 number 39. So basically, what InDesign did to that
03:56 unanchored image is to yes, consider it, but not place it inside of the text float.
04:02 So it is much, much easier to really anchor all of your graphic elements
04:08 inside of the text float.
04:12
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Using XML to define the reading order
00:00 Using the XML structure may be useful when working with complex layouts, where
00:04 the flow of text and graphics is not immediately apparent.
00:09 This method allows you to control the reading order, without modifying the
00:13 original layout. Which is actually very useful for
00:16 converting existing or very complex documents to EPUB.
00:20 But before you can export to EPUB, by specifying the expert reading order as
00:24 XML, your document must contain an XML structure.
00:28 My advice, however, is to use the single-story flow system every time you
00:32 can because it is so much easier to harness the reading order.
00:37 Let's go back to this document here. Where we have an example of a very
00:41 linearly reading order where we have all the graphics anchored inside of the text.
00:46 And if we move down all the text frames are threaded together and all of the
00:50 images are in position. This is the foolproof way.
00:54 But of course it can happen that you have a lay out that is a little bit more
00:58 difficult to control. Such as this one, where maybe you would
01:03 lose more time copying and pasting all these elements together and threading the
01:07 text together. There are way InDesign that can actually
01:12 do that. Let's first see how InDesign would export
01:15 a text like this. And remember that InDesign reads the
01:19 document from left to right, and from top to bottom.
01:23 Okay? So, let's go to File > Export for EPUB,
01:27 and Save this file as a non-threaded layout ePub.
01:32 Okay? So, let's Save this in our folder, here,
01:35 Save it. The other thing that we want to check is
01:38 that it is actually based on the layout, because we haven't created an XML
01:41 structure yet. And we want to view the ebook after exporting.
01:45 So let's export this, and opened in Sigil, this is how it looks.
01:50 First we have the chapter number, then we have the image, then the caption, then
01:55 the subtitle to the chapter, and then the rest of the text, and a little graphic
02:00 here at the end. Okay?
02:04 A little graphic that should have been between the chapter number and the subtitle.
02:08 As you can see, this is quite messy, but we can correct that.
02:13 Let's go back to InDesign, and look at why these elements actually appeared that way.
02:17 You see, InDesign looked at the document from left to right, and from top to bottom.
02:23 So the first element it found Is actually this one, and then it found these image
02:28 here, and then it found the caption. The next thing it found is the subtitle,
02:33 and then the text, and then a little bit more to the right here, it found the graphic.
02:39 'Kay, and this is the reading order that InDesign applied to that document automatically.
02:44 Now, of course, there are ways that we can correct that.
02:47 And to do that we need to tag this document for XML.
02:51 To do that, we'll go to Window > Utilities and Tags, to open the Tags panel.
03:00 And basically what we need to do here, a little bit like creating the necessary
03:03 character and paragraph styles for the document, we need to create the necessary
03:07 tags for this document. So we'll do that by creating a new tag
03:13 for the chapter number, chapter number. Like this.
03:20 An then we create a new tag for the subtitle.
03:26 Okay. Then a new tag for the body text.
03:31 Which we're going to call Body. And then a new tag for images.
03:38 Image and a new tag for caption. Okay?
03:42 This is, I think, all we need to actually give a sense to that layout.
03:49 So, to apply these, all we need to do is to select an object, for example this one.
03:55 And this is actually the chapter number. And if you want to view the colors as I'm
04:01 seeing them right now, you can go to View > Structure and choose To Show Tagged Frames.
04:10 This will actually show you the color of the tag you're applying to the layout.
04:15 And of course this is something that will not export to print or to the EPUB.
04:21 And this here is an image, this here is the subtitle, this here is another image,
04:27 this here is the caption and this here is the body of the text.
04:34 All right, so now we have tagged all of the elements of that page.
04:38 And of course, this is something that you could do throughout a whole document.
04:42 This allows us to see where the tags have been applied.
04:45 Now there's one thing missing. We need to see the structure of the
04:49 document, and to do that, we go to View > Structure Show Structure.
04:55 And here on the side we see that everything starts to have a sense here.
05:00 So for example we see that we have the chapter number, then we have a image, we
05:03 have the subtitle, another image, a caption, and then the body.
05:07 This is actually ordered in the way that I've selected these and applied a tag on it.
05:14 Another thing that I've done here in the structure view, is in the menu to
05:19 actuality ask InDesign to show me text snippets, so that I can actually see what
05:24 it is that I'm actually re-ordering here. Let's export this and see what happens.
05:31 File > Export for EPUB, and we're going to call this non-threaded layout number two.
05:38 Let's save this and export it, same as XML structure now, you see?
05:42 As soon as we've created the XML structure, InDesign will allow us now to
05:46 choose same as XML structure. And I want to view the ebook after
05:50 exporting, so let's export this. And here we are.
05:54 Now I have the chapter number, my little graphic here.
05:59 I have my subtitle, the image, the caption and of course the body text, and
06:04 little footnote here at the end. Okay?
06:09 So this is the order that InDesign now exports it.
06:14 Of course, in this case, there aren't any paragraph or character styles that
06:18 actually format the text. And if we go back to Sigil here, we see
06:23 that the only paragraph styles that have carried over are actually the paragraph
06:27 styles that have been applied to the chapter number and the subtitle to center
06:31 the text. But you can see that since the paragraph
06:37 style image hasn't been applied to these graphics and images, these are not centered.
06:44 This is however, something that we can easily change here inside of the CSS, and
06:48 the code to actually re-center those images.
06:53 But the main thing here to remember, is that it is pretty cool that you can
06:58 actually take a layout that is rather complex without threaded text or anchored images.
07:06 Add the necessary tags, move all of the elements into place inside of the
07:10 structure panel, and then export an EPUB in the correct reading order.
07:16
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6. Other Essential Parts of an Ebook
Creating the cover for the ebook
00:02 Okay, now that we've put together all of our text, created the table of contents
00:06 with cross-references and have styled our chapter numbers and our chapter subtitles
00:10 and inserted some graphics for the graphic appearance of the ePub and also
00:14 some images with their captions. We are now ready to create the cover.
00:20 There's actually much, much discussion as to how important the cover is for an ebook.
00:25 Some people say that in the age of electronic publications the cover has
00:28 lost its meaning. Others like myself believe that the cover
00:32 of an ebook is just as important as the cover of a traditional book.
00:36 In my modest opinion, an ebook will also be judged by its cover.
00:41 So the cover is actually the first image your reader will see when opening the ebook.
00:46 The cover will also represent your ebook in virtual libraries, such as those for
00:50 the Kindle, Stanza, or the iBook store. It needs to be well designed so that your
00:55 reader will enjoy seeing it, in his or her electronic library.
01:00 Also, when potential users look for electronic content, they like to browse
01:03 the web and online bookstores, comparing titles.
01:07 I strongly believe that a well-designed cover will help you sell your ebook more.
01:11 The cover and the icon that will represent your ebook on the book shelf
01:14 and the ebook reader needs to be just a single image.
01:18 To create your cover you can use your favorite design applications, be it
01:22 Photoshop Illustrator or InDesign. The cover of your ebook will be part of
01:27 the continuous stream of your ePub. Exactly like we have all the chapters in
01:31 the continuous stream, the cover would be part of that stream.
01:35 But to avoid having the text flow right after the cover image and have it in a
01:39 separate file automatically, what you need to do is to create a separate new
01:42 document for your cover. And combine it with the rest of your
01:47 content, using InDesign's look feature. The other reason for having a cover in a
01:51 separate file, is that many ebook readers will be looking for that file, which
01:54 contains just an image. And reinterpret it as the cover, using it
01:59 in the digital library as an icon, as a full size cover at the beginning of the book.
02:05 So in our case, our images are all in the proportions of 600 by 800.
02:10 So this is exactly what I did in this case.
02:13 Let's create a new document, Cmd+M, and use our document preset here.
02:19 Actually, we're going to change it to a width of 600 pixels to 800 pixels because
02:24 this is the size that I designed my cover for.
02:28 And let's say okay. At that point I'm going to import a file
02:33 that I've prepared. File place or Cmd+D and in the images
02:38 folder of the lesson six files you will find a JPEG file of the cover for the
02:43 English version of that book. As you can see, this has been created in
02:50 Photoshop, adding some texts and some images from the original versions of this text.
02:56 So let's say OK to this, open it, and place it on my Document.
03:01 As you can see, it is exactly the size needed, 600 by 800.
03:06 This image does not need to be in the text flow.
03:08 As you can see, all I did was just place the image and we're going to save that
03:12 inside of our folder. Inside of our folder six over here, and
03:17 together with our file OtherParts.indd, we're simply going to call this one Cover.
03:24 And in the next step we will be putting together the Cover.
03:29 And the InDesign document, the other InDesign document, the one containing the
03:33 text and the images, together using the InDesign book panel.
03:37 So let's save this and we're done for the cover.
03:41 So remember, the cover can be created with Photoshop, with Illustrator, with
03:45 InDesign itself. But remember that it has to be an image.
03:49 So you either can link to an image, to a JPEG, to a Photoshop file which will then
03:54 be compressed and optimized as a GIF or a JPEG upon export.
03:59 Or you could create the whole Cover inside of InDesign in a separate file and
04:03 then link to it from your cover document. So that all of your graphics and designs
04:10 will be transformed into a pixel based image upon export.
04:17
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Using the InDesign Book panel
00:00 Once we've created the cover and the content of our eBook, what we need to do
00:05 is to put them together in an InDesign book.
00:10 An InDesign book is essentially a container of files and allows for
00:13 simultaneous printing, synchronizing, and in our case, exporting to ePub.
00:19 The book file is essential in the In Design to ePub workflow because it
00:22 combines the cover file with the rest of the document.
00:26 Or if you are producing and eBook with multiple chapters or sections, a so
00:30 called long document, you may want to create a separate InDesign document for
00:33 each chapter and then combine them all together in an InDesign book file.
00:39 When you export the ePub file, each chapter will then automatically be
00:43 converted into a separate XHTML file. This is especially important for long and
00:49 complex eBooks because the chapters will load faster in an eBook Reader when an
00:52 eBook is made of several smaller XHTML pages instead of one large one.
00:58 So, let's see how we can create this book file.
01:01 What we're going to do is simply say File > New > Book.
01:06 And then, we're going to call it aroundtheworldin80days, okay?
01:11 So, we're going to give it a name. And we're going to save it together with
01:16 our two documents, the cover and the other parts of the documents.
01:22 So, let's save this and this new little panel appears.
01:27 Basically, what we do in that panel is add the documents that we will need
01:31 inside of this book. So, we can press the little+sign, and
01:35 go into our folders and say we need the cover, and we're going to Open that, and
01:39 we also need the rest of the file, and we're going to Open that as well.
01:45 Now, one important thing here to understand is that the cover here pilots
01:49 all the styles that have been applied inside of that document.
01:54 And basically, when we export to ePub, this cover will also define the CSS
01:59 necessary for the rest of the document. So, it is important to actually go to our
02:04 cover document and import all paragraph and character styles.
02:08 So, let's have a quick look at that. In this document here, we see that we
02:12 have paragraph styles for the header 1 header 2, the body, the caption, and the
02:17 image, and a couple of character styles. If we now move back to the cover file
02:23 here, we see that we have no character styles, and no paragraph styles.
02:28 So, right now, this is a bad candidate for actually being the source of the
02:33 styles for our InDesign eBook. So, what we need to do here, to begin
02:38 with, is to go in the Paragraph Styles and go to the menu of the panel, and Load
02:43 All Text Styles, okay? Doing that, we open this window here, and
02:49 we can select the document from which we want the styles to be imported from,
02:53 which in this case, is this other parts.indd.
02:58 So, let's Open this and InDesign shows me a list of all of the styles that will be imported.
03:03 My header 1, header 2, the body, the caption, the image, and Bold and Italic.
03:08 And we can see the difference between Paragraph Styles and Character Styles.
03:12 So, import those, and here they are. They're all within the same book file now.
03:18 At that point, I can, at all time, simply synchronize all of the elements that are
03:22 part of the book file by clicking this button here, okay?
03:27 Synchronize styles and swatches with a style source, all right?
03:31 But the main reason why we did this book is to actually get the cover together
03:36 with our textural content which is in this other InDesign document.
03:42 And now, these two files are bundled together.
03:46
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Creating the table of contents (TOC)
00:02 The next important thing we need to do for our ePub is to create the table of contents.
00:07 Because a table of contents is an essential part of any book, even an
00:10 eBook, because it allows your reader to quickly jump to a specific section within
00:14 the publication. In E-Pub, there are actually 2 kinds of
00:19 different tables of contents that we can create.
00:23 A table of content located at the beginning of the eBook such as the one
00:26 we've created here using cross references or one that functions as a navigation
00:30 system in the menu of the eBook reader. Which is generated automatically in InDesign.
00:38 So let's look at this table of contents here, which we've created with cross references.
00:45 The cool thing about cross references is that when you use cross references, each
00:49 toc entry is generated from its destination text.
00:53 So if the destination text is modified, the corresponding entry here is
00:57 automatically updated with a new destination text.
01:02 Also, remember that if you do a table of contents like this, don't ever reference
01:06 page numbers because in the ePub, as the text reflows and the graphics reflow,
01:10 there are no page numbers. So, try to keep them out of this
01:15 automatically generated, automatically meaning that would used the
01:19 cross-references, try to keep out the page numbers.
01:24 Let's look at the second option that we have, and that is a table of contents
01:27 that will serve as a navigation system in the eBook reader itself.
01:32 inDesign can automatically create the table of contents for the ePub during export.
01:38 Provided that you have chosen to include the InDesign table of content entries, in
01:42 the Digital Editions Export options, which we'll see later.
01:47 To make that option available, there are a few things we need to do.
01:51 Let's move over to the cover document again, because this is now our, the
01:56 source of styles and also the document where we're going to create the table of
02:01 context in, and go to Layout > Table of Contents.
02:07 And basically what we're going to do here is create the table of contents for the document.
02:13 We can give it a title, although in our case it doesn't really matter because we
02:17 are not going to be using that but let's give it a title such as eBook, menu,
02:20 table of contents. We don't need to actually apply a
02:25 paragraph style to it because we are not going to styling it.
02:30 And what we can do is simply take from the styles that are available in our
02:35 document, the ones necessary to create the table of contents.
02:41 So we're going to add header1, which is the first level header, the chapter number.
02:47 And then also header2, which is the slightly more descriptive text that we
02:51 have under the first title, the chapter title.
02:55 Also here I can choose whether to style or not to style the entries, but we're
02:58 not going to do that, because we're not going to be using the text.
03:03 All we need if for is for InDesign to have the information ready on export.
03:08 I don't need to create the PDF marks because this is something that we need
03:13 for PDF. And what else can I do here?
03:16 Let's see more options. I can try to organize the styles with
03:19 page numbers etcetera. That's also something we don't need to
03:22 think about. Really all we need is the fewer options
03:26 and the only thing we need is to actually put in our header1 and header2 in this case.
03:34 The other important thing to do is to save that style.
03:37 So we're going to save that style as eBook.
03:41 TOC. Like this, okay?
03:44 And we're going to Save it so that the next time that we use it, we can say okay
03:48 to this and place the table of contents. Okay, let's remove it a second.
03:54 Let's redo it simply by taking the table of contents again here, eBook TOC, okay,
03:58 that's the one we're using. But one thing I forgot earlier, is to do
04:03 this, include book documents. Very, very important.
04:08 And the other important is that, if you make any modifications to the TOC style,
04:11 in this case eBook talk, you see, now it changed to custom, because I've included
04:15 the book documents. The documents that are inside of our book
04:21 panel over here, the cover, and the other parts.
04:25 I need to resave the style so I'm going to Save this style again, say Ok, and
04:28 replace it. You want to replace it?
04:32 Yes. Okay, this is very important that if you
04:35 make any change here you need to resave your TOC style otherwise it will not
04:39 remember it upon ePub export. So let's say Ok to this.
04:45 Do you want the text in overset items to appear?
04:48 We say Yes. Okay.
04:50 We don't know if there is overset text, but if we place this TOC here, we see
04:53 that we have all of the elements that are inside of our book.
04:58 We have the chapter number. We have the page number here but we don't
05:01 care because we're not going to show it. We have the subtitle, etc, we have the
05:05 whole table of contents. At that point we can also delete it, all right?
05:10 Remember, the only important thing here is to create a table of contents style
05:16 and save it so that we can easily call upon it when we export the document.
05:24
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Adding metadata
00:00 The last thing we can do before we export our InDesign book, is to add Metadata.
00:06 What is Metadata? Metadata is data about the data.
00:11 The ePub in this case. Essentially, it is data that is Embedded
00:15 in your file, which describes your content.
00:18 the ePub format supports a variety of Metadata entries.
00:22 That describe an E-book, such as the title, the author and the publisher.
00:27 This information is displayed in most E-book readers and is indexed by search
00:31 engines making it very easy for users to locate or identify content.
00:36 InDesign can automatically export some of that meta data if you enter the
00:39 information in the File Information dialog box.
00:43 Which can be accessed by File Info down here.
00:47 All right? But this is something that we want to do
00:50 on the Cover File because this is the first document that will be exported.
00:54 Okay? That's also the one that contains our
00:57 table of contents style. So let's go to the cover and under File,
01:02 File Info. We open the File Information Window of
01:06 that document. And basically, there are only some fields
01:11 that InDesign will carry over. One of course, is the document title.
01:17 Which we can fill in here, and we can call it Around The World in 80 days, okay?
01:25 The author, we're going to call it Jules Verne, okay?
01:32 And then also a description. We can write in here, the story of
01:41 Phileas Fogg andUNKNOWN Around the Planet in 80 days.
01:53 Okay, this is some information that may appear, in an online store, for example.
01:58 Just to give a brief description of what this book is all about.
02:01 And then, of course, we can also put in keywords, such as Verne.
02:06 We can put semicolons, or commas can be used to separate the multiple values.
02:11 So we put Verne, Jules, the world. Okay?
02:15 We can put any kinds of keywords that will represent this document, E-book.
02:20 Okay? So this is something that will be helpful
02:22 for people who are actually looking for the content.
02:26 So these are keywords that will also appear in search results.
02:31 Also we can change the copyright notice, and in this case, this is a public domain
02:35 book, so it is not copyrighted. So we simply click, Public Domain, and
02:40 this is it. This is all of the information that we
02:43 can put in this Window. You will see that there is some
02:46 additional Metadata that can be entered in the digital edition's export options.
02:51 For example, the publisher entry, and the unic identifier, which we'll see in a
02:54 short while. No other Metadata entered in the File
02:58 Information Window in InDesign is exported to ePub.
03:01 But you can manually add more using Sigil.
03:03 And Sigil, you've already seen that application.
03:06 Is an application that not only lets us Edit the ePub File but also add some more Metadata.
03:14 But beware this is the only Metadata that you can actually put inside of the
03:18 InDesign file before we export it. And also, remember to enter the Metadata
03:24 in your Cover file, if there is one or in the first document that will appear in
03:28 your ePub. Metadata applied to any other file will
03:33 be completely ignored.
03:37
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7. Exporting to EPUB
Exporting to EPUB
00:00 Now that we have correctly formatted and styled our text, anchored all images
00:04 within the flow of text, created the cover, added the metadata, created the
00:08 book file, and also created the table of contents, we are ready to export the n
00:13 design document to EPUB. But let's have a quick look at what we
00:19 actually did today. First, we see that we have a table of
00:22 contents here that we've created with cross-references, and if we move down, we
00:26 see that we've added some graphics within the text.
00:31 We've styled the text, let's go down a little bit more, we've added some images
00:36 with their captions, we've created paragraph styles here, and also
00:40 characters styles, Bold and Italic. By the way, in this book, I have created
00:46 the Bold style. But there is nowhere in the book that
00:50 this Bold style actually appears, except for the titles.
00:55 But in our case, the Bold is already applied by paragraph styles.
01:00 So we can very confidently, just remove the Bold and trash it.
01:05 Okay? And InDesign will ask us if we want to
01:08 replace anything that is styled with Bold, which we now know is only the titles.
01:14 We can just replace it with None. Let's say OK to this.
01:19 And that style is now gone. Making our CSS even smaller, because we
01:23 don't need the definition of Bold, okay, in this document.
01:27 There's actually two ways that we can export that EPUB.
01:32 One is from a single InDesign document. We can choose File > Export for > EPUB,
01:38 and then Export only that document to ePub.
01:43 Or, from within the Book panel, which includes the cover and the text, we can
01:47 go to the little menu here, and we can choose Export book to EPUB.
01:53 And this is exactly what we want to do, so let's do this, Export to EPUB.
01:59 We're going to put it on our desktop, in our tutorial files here.
02:07 Let's go here in the right chapter, Chapter 7, and we're going to save the
02:11 Jules Verne EPUB right here. Actually, the name of the EPUB is picked
02:17 up by the name of the book file. All right?
02:20 So let's save this, and in the following parts, I will be explaining each one of
02:26 those windows that we will have to look at when exporting to EPUB.
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General export options
00:02 Let's now have a look at the general options for digital additions export.
00:07 The first choice we have to make is whether to include the document metadata.
00:12 Select this option to export the metadata entered in the file information dialog box.
00:17 The one that we've created in the cover file by going to File, File information.
00:23 If you're exporting from a book file, just make sure that the document you
00:27 specify as a style source also includes that meta data before you export to the
00:30 e-pub file. Metadata included in other files, than
00:35 the source file, will not be exported. So it is important that, the source file
00:40 here, actually contains the metadata. And we can include this, inside of our eBook.
00:47 We can also add publisher entry. This metadata fill is not available in
00:51 the File information, dialog box, but you can add here, the publisher information.
00:57 For example we could the URL for the publisher.
01:01 As far as unique identifier goes the most common unique identifier for and ebook
01:06 or any book is the International Standard Book Number or ISBN.
01:12 You can specify this number here in this unique identifier attribute.
01:17 The epub 5 format requires a unique identifier.
01:20 If it were not present, your eBook may not go through the checks that some of
01:24 the online stores have set up. If you leave this field empty, on the
01:28 other hand, InDesign will automatically create a unique identifier for you.
01:33 But most likely this is not the number you want to use.
01:36 So check with the system you want to publish to if you do need an ISBN, or if
01:40 you can use your own unique identifying number.
01:44 For example I have published a book on Amazon, where I did not have an ISBN
01:48 number, and it went through the process. So it accepted the unique identifier that
01:55 InDesign actually put in that field. As far as the reading order goes, we can
02:01 base the reading order on the page layout, or on the XML structure, if there
02:06 is one. We've seen earlier how you can transform
02:10 a document of non linear structure, let's say, into a document that has an XML structure.
02:17 And that, then can define the reading order of your publication.
02:21 In the case that you have bullets, and numbers, in lists, for example, you can
02:26 actually map those to unordered lists. Unordered lists is how they are called in
02:32 XHTML, or convert them to text. Okay?
02:36 But converting them to text, they will actually lose their bullet properties,
02:40 and bullets will become bullet character. And the same thing of course, goes for numbers.
02:46 Mapping to order list. Order list is what they are called in html.
02:51 Numbered list, or you can simply map them to a static order list or convert them to text.
02:58 Converting them to text again will remove their automatic way of numbering
03:03 paragraphs that the bullets and numbers have been actually applied on.
03:09 And then, last but not least, we have here the possibility to check this box
03:14 here, to actually view the eBook after exporting.
03:19 I usually always check that, so that the eBook opens right after I exported it, so
03:24 that I can check it in Siegel or Adobe Digital Editions.
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Image export options
00:01 The next panel we need to look at is the Images Option here.
00:06 Images that are included in your ePub are very similar to the ones you view daily
00:10 while browsing the web. The file formats are even the same, JPEG
00:15 and JIF. Optimizing images for ePub is very
00:18 important to keep the ePub file as small as possible and to also to reduce the
00:21 computing power the eBook reader needs to display them.
00:25 When creating layouts in InDesign, you typically use high resolution images for
00:29 print, 300 dpi or more. Well, that resolution, of course, is far
00:33 too high for an eBook. So InDesign, let's you automatically
00:37 create optimized versions of your images. So, that they will display well in the
00:41 eBook reader. If you select formatting here InDesign
00:45 will preserve a formatting such as rotation or scale as much as possible for
00:49 the images in the ePub. In this case, if this is selected the
00:54 exported images are reformatted or down sampled to the size to which you have
00:57 scaled them in your InDesign document. And you really have no control over how
01:03 the resampling is done, what method is being used to resample your images or graphics.
01:10 And this can lead to unexpected results or even image degradation, also be aware
01:14 that all images will be converted to the RGB color mode.
01:19 That's a good reason, also to work in the RGB color mode from the beginning.
01:24 Remember, from the very beginning, when we created the document, we told end
01:28 design that the intention was web so the transparency module is already set to RGB.
01:34 And also all images have their resolution down sampled to 72 dpi to reduce the file
01:40 size in the generate ePub file. If you choose not to select formatted,
01:46 any formatting applied to your images will be discarded.
01:50 The images however will still be converted to RGB color mode except grey
01:54 scale images, and their resolution will be change to 72 dpi, if it is not already.
02:00 This is why in our e book here we've imported the images already optimized.
02:06 They were optimized using photo shop or fireworks from Photoshop I use the save
02:11 for web feature, which allows me to make very, very small JPEGs.
02:17 And then I used those JPEGs to be laid out inside of my InDesign document.
02:23 As far as image conversion here goes, this lets you choose whether the images
02:27 in your document are converted to GIF or JPEG, or you can even choose automatic.
02:32 InDesign will then decide automatically, which formats to use in each instance and
02:34 it will do that for you. But as with all things automatic, there
02:34 is really no way of knowing how and why inDesign makes its choices and what file
02:34 format to choose. The difference here, is that GIF uses a
02:42 limited color palette, that cannot exceed 256 colors.
02:57 So this is the best choice for maybe logos or simple graphics images that
03:01 have, like flat colors, all right? The JPEG option, on the other hand, is
03:06 the format that is best for images and illustrations with blends or gradients.
03:11 So if your document combines both types of images, choose Automatic.
03:16 Otherwise, choose the Compression Method that best fits your content.
03:21 In our case here, what we have is a series of images that are already in the
03:25 JPEG format. So, what I'm going to tell InDesign to do
03:30 is to simply choose JPEG as the export option.
03:35 But let's quickly move back and also check out the automatic version here.
03:40 Because there are some things that you can choose in the two different parts of
03:44 that window. First, in the JIF Options, well you can
03:49 choose between Adaptive, Web, System Colors, and System Colors for Macintosh.
03:56 Basically, what these are Its a way of reducing the color palette available in
04:01 the GIF, adoptive here the no dither creates a palette using a representative
04:05 sample of colors in the image without any dithering, or added noise to the image to
04:09 stimulate a larger spectrum of color, adoptive is actually your best choice for
04:14 GIF optimization out of InDesign. The Web Option, on the other hand,
04:22 creates a palette of 216 web safe colors. I'd say that this option has almost
04:27 become obsolete, because most devices are capable of viewing color images.
04:33 That are far more superior to 256 colors, which was really the limit for 8-bit
04:37 graphic cards. And the same thing goes for the system
04:42 colors, Windows or Mac, which creates a palette using the built in operating
04:46 system palette of 256 colors, some of which defer between Windows and Mac.
04:52 As with the web colors up here, this options has become obsolete, as it is no
04:56 longer necessary to optimize colors for various operating systems.
05:01 If you choose interlace here, this lets you determine how your GIF will be
05:05 rendered in the viewing device. If it is checked, and this option
05:10 actually, slightly increases the file size of the GIF, the interlace option
05:13 here, lets you determine how your GIF will be rendered in the viewing device.
05:19 Interlace GIF load one line at a time, gradually increasing the resolution of
05:24 the image until it is fully loaded. Since the gypsy will be producing for
05:29 you, ePub are not loaded on a web page and are serve locally within the ePub
05:33 file, there is really no sense in selecting this option.
05:37 Also because if this option is checked, the file size increases slightly.
05:41 Let's look at the JPEG options here. Of course, we can choose the image
05:47 quality, and we can from a very low quality, to a maximum quality.
05:53 After running some tests, at various image quality settings, I noticed that
05:57 the quality itself is hardly affected, but the image size is impacted dramatically.
06:03 For example, a JPEG exported as it's maximum quality results in to be 238
06:08 kilobyte and the same file size exported with low quality was 45 kilobyte that is
06:13 more than 80% better compression. So, to choose the JPEG compression that
06:21 fits your particular photos, just run different tests on the quality and on the
06:25 compression ratios. And then decide what compression and
06:30 image deterioration level you can live with inside of your ePub, all right?
06:35 So, image quality you choose from here. As far as the formatting method of JPEG
06:39 goes, it's quite similar to the JIF, a progressive creates images that increase
06:44 in detail as they are downloaded. And baseline creates images that display
06:51 only after they have been completely downloaded.
06:55 But again, since the images are bundled within the ePub, and that they are
06:58 delivered directly on the reading device the best choice is just to use the
07:02 baseline formatting method, okay? This is the one, not progressive.
07:07 Progressive will also in this case make the file size slightly larger, all right?
07:12 So in this panel here, we have everything we need to actually decide the
07:16 compression of the images inside of our ePub.
07:20 So in our case, we will leave it on JPEG dithering out the JIF options here and
07:25 leave the image quality on medium. Because I have quite some detail in the
07:32 images, they are all black and white etchings.
07:35 I need a higher quality, like the medium one and the format method we will leave baseline.
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Content export options
00:00 The next panel is the Contents panel. And here we can choose the format for the
00:07 EPUB Content, how the table of contents is generated, and the CSS options.
00:13 In the format, automatically selected is HTML.
00:18 XHTML exports the content as Extended Hypertext Markup Language, which is the
00:24 standard for EPUB. DT book is an acronym for Daisy Digital
00:29 Talking book, also called Daisy XML, is an XML based document file format.
00:35 The DT Book format is used for making content accessible to people with disabilities.
00:40 But it's not compatible with all ebook readers.
00:43 So, use this option only if you know that you need to cater to devices that
00:47 actually use that technology. The table of contents.
00:52 The table of contents is the navigation system of your EPUB.
00:56 So it is very important to provide your readers with a good and meaningful
00:58 structure that will bring them to the information that they need.
01:02 You can later edit that tok using Sigil. But what we'll need to do is to include
01:07 the InDesign TOK Entries. So we're going to select this and choose
01:12 our TOK Style that we've created earlier, the ebook TOK, okay?
01:18 So we can choose the TOK Style right here.
01:21 And basically, just to wrap it up on this, is that, if you choose this option,
01:25 you are creating a talk for your EPUB based on the TOK Style that you've
01:28 chosen, in the table of contents definitions.
01:33 This is actually the best way to create a TOK, that will include all your header
01:36 ones, and in our case, also the header twos of the chapters.
01:41 Remember that in order for this to work you need to first create a table of
01:45 contents, on the first document of your ebook.
01:48 And if you're exporting from a book file, make sure that the document containing
01:53 the TOK style is specified as the style source export with the EPUB file.
01:58 Otherwise the TOK style will not be available in this textile menu.
02:03 So, whenever this remains greyed out, just check that you've correctly done the
02:08 table of contents on the cover documents. Suppress automatic entries for documents.
02:16 If unchecked, this option is useful if you have documents in your InDesign book
02:20 structure that have no level one headers. The cover, or any front matter, for example.
02:26 If this is not checked, a table of contents will be created using the file names.
02:32 Use First Level Entries as Chapter Breaks as something we may want to select.
02:37 Because if you ebook is laid out in a single, long InDesign document, make sure
02:41 to choose this option to separate the long file into many smaller files based
02:45 on the first level entries, the Header 1 paragraph style, for example.
02:51 And we applied it here, chapter 1 that's a header 1 okay?
02:56 So, InDesign will automatically create a chapter break and a separate XHTML file,
03:02 every time it encounters that first level entry.
03:07 Another thing that you should note, other than separating your documents in various
03:12 files using first level entries, InDesign will also cut your documents if they
03:18 exceed 260 KBs. Every time a content exceeds that size,
03:23 InDesign will automatically create a new XHTML file that begins at the start of a
03:28 paragraph between first level entries to avoid the 300 KB file size limit.
03:35 So if you see your chapter suddenly breaking up into several XHTML documents
03:40 instead of one, don't worry about it, that's only InDesign helping you out
03:44 keeping the file under the three hundred kilobyte file size limit.
03:51 Let's now have a look at the CSS options. Cascading Style Sheets are essential for
03:57 the formatting of your text. We have three options here.
04:00 We can generate CSS, we can export only the style names or use an existing CSS
04:05 file, which can come in very handy once you've worked on a CSS file to make it better.
04:12 But let's look at the first one here, this option will generate a CSS file
04:16 based on the paragraph and character styles defined in the InDesign document
04:20 including all formatting information. Preserve local overrides, actually
04:26 preserve local formatting such as Italic, or Bold.
04:30 Local formatting should however be avoided because InDesign will
04:34 automatically generate tags for that formatting.
04:37 Tags that are different from the ones that we painstakingly created in our
04:41 paragraph styles and character styles in this case.
04:45 As far as including embeddable fonts is concerned, as of InDesign CS5, InDesign
04:51 can include a subset of fonts. So instead of including the whole font,
04:57 which could be hefty file. InDesign will include only the fonts that
05:01 are strictly necessary to display the content that we've created inside of our EPUB.
05:07 I tend not to include the fonts because not all ebook readers actually can read those.
05:13 So it would only make my EPUB heavier than necessary if I include those.
05:19 So, in generating the CSS here, I usually turn off Preserve Local Overrides, and I
05:24 turn off, Including Inbatible Files. I only want to include the style
05:30 definitions that I've created in paragraph styles here, and in my
05:33 character styles. So now when you're ready to export the
05:38 final Epub file, simply Click here on Export.
05:42 And then open the file in Adobe Digital Editions or Sigil or a default ebook
05:45 reader to view the results. If you find some mistakes, just return to
05:50 the original InDesign document, make the necessary changes and then Export the
05:54 EPUB file again. We're going to close this video by
05:58 exporting the file and checking out exactly what came out.
06:03 So, export. In design is taking my two files here.
06:06 The Cover file and the Content file, and created it here, and we are now in Sigil
06:11 a file that includes my cover. You can see, we have the Cover file here,
06:17 and then we have the beginning of the text, with the table of contents, which
06:21 is all hyperlinked. And then we go to text one, which is the
06:26 first chapter. With my little graphic here.
06:29 My images and their captions. As I move down I will probably also
06:33 seeINAUDIBLE two coming around here. Okay, let's move down, and let's check
06:39 chapter two for a second. All right, this is only text.
06:45 Chapter three. We have the little graphic again.
06:48 Everything is formatted as we wanted inside of InDesign.
06:53 And I think, in chapter three, we even have our table.
06:57 So as you can see, exporting your InDesign content is very very easy.
07:03 And making the right decisions only depends on how you want to compress the images.
07:10 And how you want to generate the CSS files for the EPUB.
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8. Customizing an EPUB
What's inside an EPUB archive?
00:02 To view exactly what is contained in an e-pub file, and that's a rather geeky
00:06 thing to do, you simply need to change the extension of the file from epub to zip.
00:12 So what I'm going to do here is duplicate that file and simply change the extension
00:17 to zip, to have it as zipped file, because basically this is what it is.
00:23 An epub is a zipped file that contains other files.
00:26 So we're going to use zip in this case. And you see already that the mac is now
00:30 recognizing this as something that you can open.
00:33 And if I control click on this, I can decide to open it with either the archive
00:38 utility on the mac which won't work because.
00:42 It's not able to open that sort of zip file, so what you need is the free stuff
00:46 it expander to actually open that file to have a peek in it.
00:52 Like I said, this is a rather geeky thing to do, so let's use stuff it expander,
00:57 and what we have now is a new folder that contains two other folders.
01:04 1 contains the OEPBS. The open ebook publication structure folder.
01:09 Which contains all of your images. The table of contents.
01:13 The cascading style sheets. And all the XHTML files that are inside
01:17 of your ebook. So let's have a quick look at this.
01:20 And we see that we have, yes, the cover. We have all of our images, the JPEGS.
01:25 And we also have the cover image here. Perfect.
01:30 And then we have the CSS and all of the XHTML files that actually make up our ePub.
01:38 The meta INF folder contains the required file container XML.
01:44 This one here. This XML file points to the file defining
01:49 the content of the ebook, which in this case is the content OPF in the OEBPS
01:53 folder, right here, content OPF. So let's just open it very quickly
01:59 Control, click, open with and I'm going to choose other, because all I want to do
02:04 is actually look at the text. So we're going to open it with text edit, okay.
02:10 And here we go, this is a simple path to where the OEBPS.
02:17 Content OPF is located. Okay?
02:20 And this is one of those files that is necessary for the epub to actually open.
02:25 The .OPF file on the other hand contains the epub metadata, the file manifest, and
02:30 also the linear reading order. So let's open this as well.
02:37 Control click, open with other, and we're going to choose text edit again, just to
02:41 peek at the text that is included in here.
02:46 And we can see that it has all of the meta data, okay here we have to look at
02:49 it a little bit more carefully cause there's a lot more stuff here.
02:55 But we can recognize stuff like the title Around The World In 80 Day's The creator,
02:59 Jules Verne, and then we have the various subjects, which are the keywords that
03:04 we've actually added inside of the cover file, by using file, file info, and then
03:08 adding the necessary metadata. And then we have the manifest elements,
03:16 which lists all of the files contained in the package.
03:21 And this allows for checking the integrity of an epub file to make sure
03:25 that nothing is missing. So an ebook reader, on opening the epub
03:29 will actually look into that file and see if all of the files that need to be
03:33 referenced are actually in the package itself.
03:38 And then here, towards the end, we actually have something called the spine,
03:42 and this lists all of the xhtml document in their linear order.
03:47 Here we go. So, first it has the cover and then we
03:50 have the various text file, which starts with text, and then we have text one,
03:55 text three. All the way to text nine.
03:59 And then also a list of all of the images.
04:03 That have been included in that epub. Let's close this and look at the last
04:08 file here, which is the tuck mcx. All right?
04:12 So let's open this as well. Open with other and choose the text edit
04:16 again and open that file. And basically what this is NCX stands for
04:22 Navigation Control for XML. And it contains the hierarchical table of
04:28 contents for the epub file, which will then be used by ebook readers to display
04:32 it as an interactive table of contents. Okay?
04:36 This is, not unlike the table of contents we've actually created inside of the
04:39 e-book, using cross-references. This is the actual table of contents that
04:44 was automatically generated by InDesign. And that will be shown inside of menus
04:50 inside of the ebook reading device, or the ebook reading software.
04:56 So as you can see, the epub archive contains everything that's needed to
05:00 check and to display the content properly.
05:03 Well, thankfully InDesign does all of that for us.
05:06 I advise you, especially at the beginning stages, not to change anything inside of
05:11 this structure. Because just changing the name of a file,
05:15 for example, could then cause all of these controls to actually fail, okay?
05:20 And your ePub would probably not validate anymore, when you upload it to a store.
05:26
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Working with the CSS file
00:02 So as we've seen, an ePub is essentially a series of XHTML documents that are
00:06 styled by a cascading style sheet, a CSS. The export out of InDesign is good, but
00:12 there are some things that can be done to make the resulting ePub even better.
00:17 So let's open the ePub. Here, let's open the last one, JulesVerne.epub.
00:22 And open it and since it automatically launches, and, again, we can see the
00:27 structure here. We can see all the texts inside of the
00:31 text folder, which we can twirl, open and closed, and also the styles.
00:37 Here they are, template.css, and this is exactly what we're going to work on.
00:42 And down here, we have all of the images that are contained in the ePub and if we
00:47 had chosen to embed the fonts, they would be here as well.
00:52 So the Sigil application lets you open, view and edit the CSS file that InDesign
00:57 has automatically created on ePub export. If you want to know more about Sigil,
01:04 you can always go up here into the Help menu, and check out the User manual.
01:10 But basically everything we are going to do now are very simple things and I don't
01:14 think you need a manual to understand them.
01:17 But what really happened is that all paragraph and character styles of the
01:21 InDesign documents are now mapped to styles contained in this CSS file over here.
01:28 And there are many things you can do to that CSS to make the ebook reading
01:31 experience even better. So let's open it for a second.
01:34 And also remember that the benefit of having a single CSS here is that the
01:39 formatting options you change in this text will actually be applied to all of
01:44 the XHTML documents that we have up here. Which means that you make the change once
01:52 and actually apply the changes to all of the text inside of your ePub.
01:58 First of all, let's look at what we have in here.
02:00 We have a class called a divider generated style, and this is a style that
02:04 is automatically generated by InDesign and which basically defines the area of
02:09 our body text, and everything in between. And then we have all of our header 1,
02:17 header 2, the image style, the body style.
02:23 The style for the caption and also these two styles down here, span italic and
02:27 span bold, which we've deleted by the way.
02:32 So we only have span italic, okay, which is font weight normal, font style italic,
02:37 so what we're going to do now is edit those and make sure that our ePub really
02:41 looks the way it should. Okay, and there's a lot of cleaning up we
02:47 can do here, but before we do that we need to learn exactly what these thing
02:50 actually mean. Font family, font weight, font style, all
02:56 the way down to margin.
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CSS tags in the EPUB
00:00 So before you go and edit the CSS file, it is important to know what can be done,
00:05 and where. So let's investigate each tag that in
00:10 Design automatically generated for us. And we're going to investigate them in
00:14 order, to exactly understand what values can be changed, inside of these CSS properties.
00:20 Let's look at this first one. The Font family, this specifies the Font
00:24 Family for text. And there are actually 2 types of Font
00:28 Family names. There's a family name, which could be
00:32 something like Minion Pro, Garamond, or Myriad.
00:36 Basically declaring a font for your text. And this is useful when you know that a
00:41 specific font is available on the device that you are targeting.
00:46 Or if you have embedded your font inside of the ePub.
00:50 This is a really strange situation here, because it's really, really hard to
00:54 understand which fonts are available. So what I prefer to do is to use the
00:58 generic family names. And generic family names can be things
01:03 like Serif, San Serif, Cursive, Fantasy, or Monospace.
01:08 So in this case, since we're talking about Jules Verne's book, I really would
01:12 like the font, at least to be a Sarif font, because I wouldn't want to see my
01:16 text in a San Sarif font, like a Helvetica for example.
01:23 So what I'm going to do, I'm simply going to replace the Minion Pro with the word serif.
01:28 Okay? To force any kind of serif font that is
01:31 available on my target device or my target application.
01:36 So let's go here copy this, because this we are going to paste into all of the
01:41 other instances of styles here. Okay, we have one for each paragraph
01:47 style that we've created inside of InDesign.
01:51 Yeah, so just remember that the Font Family attribute is not supported by many
01:55 eBook readers. A Kindle, for example, always will
01:59 default back to its own font called Caecilia.
02:03 Let's move on to the second one here, the Font Weight.
02:07 The Font Weight defines the thickness of the font.
02:10 The default is Normal. And then you can choose from Bold, Bolder
02:14 or Lighter. All of these can be used here.
02:18 So, in the case of my Header 1 and Header 2, we're going to keep the Bold.
02:24 In the Image and the Body Text especially we want the Font Weight to be Normal.
02:30 Let's now move on to the Font Style. The Font Style specifies if the text is
02:36 in Italics, and basically what you can set here is Normal, which is the default.
02:45 You can set it to Italic or even the word oblique.
02:48 But Italic will do just fine. Just like we've used here in our
02:52 character style down here to force the character into an italic position.
02:57 The Font Size describes the size of the font itself.
03:02 And in the case of InDesign during export the value for Font Size is expressed in
03:07 ms by default. In this case for my header for example I
03:11 have a value of two m. But other values can be used such as
03:16 xx-small, x-small, small, smaller, medium which is the default size, large,
03:21 x-large, xx-large and this gives you a good choice of type sizes within your ePub.
03:29 You can also use words like smaller, larger or even use a length in pixels or
03:33 ms like it is right here not right now. Or even a percentage.
03:40 So what I like to do in my eBooks, for example, is to change that value, the
03:45 Font Size of the Header one for example, to 120% like this.
03:51 And then the Header two I would leave at 100%.
03:55 Like this. And I'm going to Copy that line.
03:58 Because I'm going to Paste it in other lines here as well.
04:02 I'm going to use the Font Size here again.
04:05 At 100% for my images. And also for my body text, 100%.
04:10 And as far as the Caption is concerned, I'm going to change the Font Size to
04:14 something slightly smaller. Like 80%, so that the text of the Caption
04:19 will be smaller than the Normal Body Text.
04:23 Therefore allowing my reader to recognize the difference.
04:27 Especially for when the Caption jumps onto another screen and doesn't follow
04:30 the image directly. Now we can move on to Lline Height which
04:35 is the space between the lines which is yeah, it's actually the property that
04:39 defines the letting between lines of text.
04:44 In this case, it picked it up automatically from InDesign.
04:47 And we can leave it like that. It's basically 1.2M everywhere.
04:52 And we can either leave that empty or leave what InDesign told us.
04:56 Line Height is also something that not all eBook readers actually support.
05:02 And then moving on to Text Decoration, this is where we can actually decide if a
05:06 text has an underline, an overline or a line through.
05:12 In this case, the Text Decoration is none everywhere.
05:15 We have no Underlines and no Strikethroughs and no Linethroughs in our text.
05:20 And theses can also be applied in InDesign using of course paragraph and
05:23 character styles. In this case they're all left to none.
05:28 Then we have the Font Variant. Basically what this does, it is, it
05:33 transforms my text into small caps. But if the Font Variant is set to small
05:38 caps the text will be actually set in full small caps which is simple a scaled
05:43 down version of the upper case letter. Then we have Text Indent, which property
05:50 specifies the indentation of the first line in a Text Block.
05:55 Indenting the first line of text in a paragraph can be a great visual aid for
05:59 the reader. In our case, what we've done, we've
06:03 actually applied some spacing in-between the paragraphs.
06:06 So it's not really necessary to indent the first line, to guide the reader's eye
06:10 to the next paragraph. InDesign specifies the first line indent
06:15 in M's, as a Length Value. But you can also give a percentage, so
06:20 that a percentage of the whole line length will be applied to it.
06:25 Or you can even give it a Pixel value. For example, 20 Pixel, indent, of the
06:30 first line of text. Then of course, we have the very
06:34 important Text Align Property, which specifies the horizontal alignment of
06:38 text in an element. And we've also used it for the alignment
06:43 of images and their captions as well. The values that can used here are left,
06:49 center, right and also justify. But be careful with justification because
06:56 not all eBook readers have hyphenation engines.
06:59 And justified text without good hyphenation can look, well horrible.
07:04 (LAUGH) The Kindle for example always defaults to justified text unless Text
07:09 Align is set to left. In the case of our body text here, we see
07:14 that the text alignment is set to left. So ideally on the Kindle, or the Kindle
07:20 applications, our text should remain aligned left, unless of course, the
07:24 viewer chooses to view it differently. Now, after the alignment, we have the color.
07:32 And this sets the color of the text. Black text in end design for example is
07:38 specified with this Hex Code. It's little sign here and then 6 zeros.
07:45 Use that text color very, very sparingly because first of all not all eBook
07:49 readers display color and colored text can become difficult to read.
07:54 More importantly many users like to read their eBooks.
07:58 Displayed as White Text on a black background, for example.
08:02 So, if you set the color of text to black and the reader chooses to view it on a
08:06 black background, well, the reader won't see anything.
08:11 And last but not least, we have the Margin here.
08:14 The Margin Property sets the horizontal and vertical spacing and indents for a
08:19 whole paragraph. This property can have one to four values
08:24 in the following for example where we have 0, 0, 0, 42 and 0 basically what
08:29 happens is this sets the margin from the top.
08:35 The right, the bottom and the left of the paragraph.
08:40 So you can enter any values here. You can enter values in Pixels, in M's to
08:45 change those Margin values. So now that you've seen everything that
08:50 we can change, let's go back to one of our text documents here.
08:54 Double-click on Text 2, for example, and move over to the Book view, because now
08:58 we are in code view. Let's see how everything got formatted.
09:04 Yes our text has remainedUNKNOWN font. The chapter number is 100% bigger then
09:12 the rest of the text. And if we move down we see that oh
09:16 there's no images here so let's move to text number 3.
09:21 And move down see if there are any images.
09:24 Okay we see our table here and the images are centered with a Caption under them.
09:31 In this case we didn't put a Caption so let's move over to text number 1 where we did.
09:36 Okay so we have all the stylistic things here happening exactly as wanted with the
09:40 Caption smaller than the normal body text.
09:44 And everything is great. So remember that once you've exported
09:48 from InDesign, there is a whole bunch of stuff that you actually do inside of the
09:53 CSS File using the Application Sigil. Now, remember when you were exporting
10:00 your InDesign document for ePub, you had the choice of linking to an existing CSS File.
10:09 So, once you've done the changes in this text, what you can do is actually save
10:13 this CSS File for future use. So let's set up all of the text, Copy it,
10:19 and move over to our Text Editor. Text Edit, OK, and Open that and grow
10:25 into a Plain Text Format, that is very important.
10:30 We don't want this text to be formatted. And Paste it, okay?
10:33 So basically what I've done, I've copied all of my CSS into a new Text File.
10:39 I'm going to save this, Save. I'm going to put it on my Desktop inside
10:45 of the folder so that you can find it inside of The tweaking Techniques folder.
10:50 And I'm going to call it Jewelgurn.css. Okay, let's save this I'm going to use
10:55 the CSS. Perfect.
10:58 And that file is now saved. So the next time that you actually want
11:04 to use the CSS File, let's go back to InDesign.
11:09 You can go to File. Export for ePub and let's save it into
11:14 our folder, into our new Tweaking Techniques folder and save this here.
11:20 What you can do in the contents panel of the digital additions export option is to
11:26 use an existing CSS File. And choose it from here, and let's go to
11:32 our folder on the Tweaking Techniques, and here it is, JulesVerne.css.
11:39 And we can open that and directly link to that, so that we won't have to do this
11:43 whole work that we've just done in Sygel, cleaning up our CSS code.
11:49 And there you go. Simply by tweeking the CSS here and then
11:54 relinking it in InDesign in case you need to re-export it again.
12:01
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Embedding fonts in an EPUB
00:00 If, in InDesign when you export your ePub you choose to actually include the
00:05 embeddable funds inside of the Digital Additions Export Options several things
00:10 will happen. First of all the funds will be placed
00:15 into the OEBBS folder in your ePub and we've seen that where we had a peek
00:19 inside of the ePub unzipping the file. And there will also be an at font
00:25 declaration in your CSS. So let's move over to Sigil, just to look
00:29 at how this is viewed inside of the CSS. First of all, we see that the fonts have
00:34 indeed been included here. We have the Minion Pro bold, and the
00:38 Minion Pro regular. InDesign CS5 actually does that in quite
00:42 a smart way, because it only embeds a subset of characters.
00:47 It doesn't embed the whole open type font here, it only embeds the characters that
00:52 are needed to display the document. If we go to the CSS, you will see also
00:57 that not only do we have the font family declaration here, which is Minion Pro,
01:01 which now the ePub can cache because you see we have the at font face declaration
01:06 up here. Which says, this is the Minion Pro and
01:12 this is where the fonts are, okay? So, basically what the reader can do
01:17 here, the ebook reader, is actually call up that font and then display it inside
01:22 of the ebook reader. Remember, however, that many, many ebook
01:28 readers do not display embedded fonts. Embedding fonts therefore only
01:32 contributes in making ePub heavier than it really needs to be.
01:37 I believe, however, that as ebook readers become more sophisticated, this feature
01:40 will allow designers to really personalize their designs in very, very
01:44 beautiful ways. But for now, my advice is, don't embed
01:48 fonts in your ePub, you're only going to make them heavier, and the vast majority
01:53 of ebook readers, or ebook reading applications, won't even be able to
01:58 display them.
02:03
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Working with the XHTML code
00:02 Now that you have tweaked your CSS, there are quite a few things that can be done
00:05 in the XHTML files as well. Sigil actually lets you view the content
00:09 of your ebook and edit it. For example, you could select some text
00:13 and then apply a style from the Style menu appearance of various headings here.
00:18 Or maybe I could take some of the text here and transform that into an italic,
00:23 underline, or even a strikethrough, or even a bold.
00:28 Let's put it in bold for a second. The local formatting applied this way
00:32 will actually come over into the XHTML file.
00:36 It'll be transformed into XHTML code. Let's have a quick look at it.
00:41 If you press this button up here, to go to Code View, we will actually see that
00:46 Saville Row now has these two little XHTML Codes that define it as bold.
00:52 And inside the code of course, I could go in there and remove that code as well, okay.
00:59 And basically, what we see here, is that they are a whole bunch of XML code that
01:04 actually came in from our InDesign export.
01:09 So, to quickly explain what all of these are, I need to show you the structure of
01:14 this document. XHTML code or HTML code always opens.
01:21 Okay, like here we have the opening of HTML and closes at the very end of the
01:26 bottom we see that with this little cross bar here.
01:31 We actually have the closing of the HTML container.
01:35 Basically, this is the container that encloses your heading information and all
01:41 of your body tags. If we move up again, we see there's a
01:45 whole section called Header, Head. And this contains the information about
01:51 the document such as the title of the document, and also very important, the
01:56 link to the CSS file. Okay, so it tells us that the CSS file in
02:02 this case is back one folder. So out of a Text folder, that's the
02:07 little two dots here, and then instead of a folder called Styles, and is called
02:12 Template.css, And it also describes what type of CSS it is.
02:17 It is a Textral Cascading style sheet. Okay, so this the Header of our page.
02:23 Basically, the title here is the page of the document.
02:27 You could go in here, and call this not Text 1 XHTML.
02:33 But you could call it Chapter 1, to give the whole XHTML file even more sense.
02:40 Then we have the body. The body encloses everything that is
02:45 actually shown on the page. And also this, if I move back down all
02:49 the way to the bottom of the page, we see that it closes right in front of the HTML
02:53 tag, okay? So within the body, we have everything
02:57 that is actually displayed on the page. From the let's remove this little a here,
03:04 from the chapter name here, all the way down to the line that we have here.
03:10 Let's move back into Code View. And the other thing that I wanted to
03:14 check here is this, the Divider. Okay, now we start having descriptions of
03:20 how the things need to be formatted. And here in this case, we have a divider
03:25 that is within the body, okay. This is the Closing tag of the Divider
03:30 and this is the Opening tag of the Divider.
03:34 And basically, this defines a section within a chapter, and this can be used
03:38 for CSS targeting and formatting, but in this case it's not really useful.
03:45 Ideally, we can also remove the Divider class.
03:48 But I don't want to remove too many things.
03:50 Let's try to make a real ePub with InDesign.
03:54 Then we have this little guy here, which is basically an anchor.
03:59 And the anchor here is simply what the table of contents that we've created with
04:04 cross references, Targets. All right?
04:07 This is right before the Class Header 1, which we have here, okay?
04:13 Header one. Okay?
04:15 And then we have the Class Header 1. Just like I named it inside of InDesign.
04:19 And then we also have the ID of the anchor.
04:21 Which is called Talk anchor. Okay?
04:24 And on other pages we'll probably see that this is called Talk1 anchor.
04:28 Talk2 anchor. Et cetera.
04:30 And basically, this whole line of code here formats the words Chapter One.
04:36 It is enclosed inside of this Header 1 tags.
04:40 Then we have a paragraph and if we look closer at that paragraph we see that the
04:44 class therefore, the style that we've created in InDesign is the Style image.
04:50 So in here, we actually have the little Swoosh that we've created between the
04:56 chapter name and the chapter description, which we have down here.
05:03 Header 2. Okay?
05:04 So there's another interesting thing here in images is that there is a space for
05:09 the alt value here. And InDesign automatically puts in the
05:15 name of the file. But this can be very useful for eBook
05:19 readers that don't display images. So they would display the name of the
05:24 file instead. If it would display just Swoosh.jpeg, it
05:28 has no meaning. What I could put in here is a meaning,
05:32 such as graphic divider, okay? So that people know that they're not
05:36 missing anything here. If on the other hand, we go down to this
05:40 other image which is the image of Phileas Fogg, what I would do is actually copy
05:45 the caption that I've created, copy it and stick that into the image I'll tag here.
05:54 So let's paste that in here. And here we go, now this image has a meaning.
05:58 So we've looked at the various headers, the images, and now let's have a look at
06:03 the paragraphs. Basically the paragraphs are your lines
06:08 of text, all right? This is the first paragraph.
06:11 And here we can clearly see that the class applied to that paragraph is body.
06:18 And body refers of course to the style sheet that is linked up here and goes
06:23 back all the way to the template CSS and formats the text with this body
06:27 information here. So let's move back to the text and
06:33 continue working on that having a quick look.
06:37 There's also one thing that we see which InDesign repeats a lot, and that is this
06:43 xml:lang, English USA. And then, it also defines the name space
06:48 of the XML of that page. I don't see a good reason why this
06:53 element should be repeated so much. So what I usually do is to copy that,
06:59 this xml:lang. Part, lets just, copy the second.
07:04 Because basically, all this does, it describes what language the document is in.
07:10 And this probably is very useful for when the eBook reader needs to define how to
07:14 hyphenate the words, for example. And lets copy this whole string of words here.
07:21 Which, I don't really need in my document.
07:24 I actually need it, but I'm going to put it up here inside of the body section.
07:30 So I can cut it out, and then Cmd+F opens the Find dialog box inside of Sigil.
07:36 And we have a very neat replace function here so I can say find the string of
07:40 words and replace it with nothing. To actually delete it from the file.
07:45 And I can look in the current file or all HTML files That are in my book.
07:51 I'm going to do it in the current file for now.
07:53 I'm going to say Find Next. Okay, it found it and Replace.
07:58 It goes to the next, and I can replace them all at that point.
08:02 Allr ight. 29 times and as you can see, my HTML is
08:05 now much, much cleaner, all right? Each paragraph starts only with the
08:10 paragraph, and then the clasp to actually formulate the paragraph itself.
08:15 Now, remember that the information that we've just cut out is useful, so let's
08:19 put it here inside of the Body tag so that it defines the whole area.
08:26 Okay? Everything is contained in the body area
08:29 is actually in the English USA language. And this is the name space.
08:34 What the XML actually uses the check the integrity of what we've done inside of
08:39 that document. So as you can see, this was entirely not
08:43 necessary to actually remove this text, it just makes the file a little bit smaller.
08:48 But a little bit of knowledge of CSS and XHTML is actually necessary to work with eBooks.
08:56 Especially when you want to make it better.
08:59 Now, if we go back to the normal Book View, we see that our eBook is now well formatted.
09:07 And we are almost ready to Save it and Publish it to wherever we need to Publish
09:13 it to.
09:15
Collapse this transcript
Fixing the hyperlink bug in InDesign CS5
00:02 Let's now see how to fix the hyperlink bug for footnotes and cross-references.
00:06 And that goes for InDesign CS5 version 7.0.3.
00:12 So, if you have a more recent version than that, please check before you
00:14 actually go through the pain of doing this.
00:17 Footnotes and cross-references are very important part of an eBook because they
00:21 allow for faster navigation from a footnote number to its text and maybe
00:25 from one section of the eBook to another. Unfortunately, there is this really nasty
00:32 bug in InDesign which prevents these hyperlinks from working, especially when
00:36 we divide a single InDesign document in several XHTML files.
00:42 So, what exactly is the problem? You see, if I click on these links, which
00:46 I've created as cross-references inside of InDesign, nothing works.
00:51 I'm not going to the correct pages. So, to understand what actually happens
00:56 here, we need to go into the Code view. The Code view will allow us to see
01:02 exactly what the problem is. You see that right now, we are in a file
01:07 called textxhtml and this is where we have our table of contents.
01:13 The problem is that InDesign was thinking it was all inside of the same document.
01:19 So, basically, what it did it simply put the name of the text anchor without
01:23 specifying the file that this text anchor is in.
01:28 And the way to solve this problem is to actually insert manually the name of the file.
01:35 In this case, this is the Chapter 1 title, we need to insert text, a little
01:40 hyphen number 1.xhtml, all right, right before the anchor name, okay, because
01:45 this is the correct way to actually define the link.
01:52 So, I'm going to do that to all of the links because it is very important that
01:57 these hyperlinks actually work. It's not only important that they work
02:02 and here, I'm going to do the number 2 chapter and here as well, and as I go
02:06 along, I will explain exactly why this is important.
02:12 Because many eBook devices or eBook publishing systems will actually not let
02:16 you publish an ePub with faulty links because they will report back to you and
02:20 say, no, no, there's errors in the links, you can't actually publish the ePub as is.
02:28 So, this is why we need to painstakingly go into our code here and actually
02:32 replace those hyperlinks, oh, that's still number 4 by hand, okay?
02:38 So, this is going to be rather boring, we're going to Chapter 5 here, and then
02:43 again to Chapter 5, this is the underlying text like this.
02:48 And then, maybe we can add another one here for Chapter 6.
02:52 Then I will also show you a way that you can actually do this automatically
02:55 avoiding the whole problem. But it was important for me to show you
03:00 that you can actually do it manually if you have just a simple table of contents
03:04 like I have here. And maybe if you have a kind of footnotes
03:09 and cross-references all across your book, you may want to find out about the
03:13 other solution I'm going to talk about. So here, we're at number 9 and I'm going
03:19 to put at here for the last anchor. Here, we go to 9 and 9 again.
03:24 All right. So, at that point ,all my hyperlinks
03:27 should be fixed. So, if we go back to the Book view here,
03:31 if I press on Chapter 4, boom, we indeed go to Chapter 4.
03:37 So now, my hyperlinks actually do work. Now, there is a system that I wanted to
03:42 show you and here, I'm going over to Safari to present to you the website of
03:46 Teus de Jong, a developer from Holland, and, who actually created a script that
03:51 can help you get rid of that problem. If you go to his homepage, which is at
03:59 www.teusdejong.nl, the Netherlands. Inside of the InDesign utilities, if you
04:06 move down at the bottom of the page, you will see that there is a script for the
04:10 correction of links in ePubs made with InDesign CS5.
04:16 So right now, this problem is still actual, so here, you can find a solution.
04:21 Teus here explains exactly where you need to install these scripts, and then, you
04:26 can run the ePub export directly just simply using his script.
04:33 So, to close this theme about the problem that we find in these hyperlinks, my
04:37 advice to you is as long as the problem is not really solved, and if you need to
04:42 work with hyperlinks and cross-references and footnotes inside of your documents,
04:47 either use Teus' script, or try to use them as little as possible, because the
04:52 manual workaround is a really, really painful one.
05:00
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Previewing the ebook
00:02 So, now that we've done everything correctly.
00:05 And actually, formatted our text and images inside of InDesign, exported the
00:09 ePub, checked the CSS file, tweaked the XHTML a little bit and fixed any
00:13 cross-reference errors. We are ready to actually publish the book.
00:20 This is a fully fledged ePub and this can be now uploaded for any service.
00:25 For example, the iBookstore or the Amazon Digital Publishing Platform.
00:30 But before we do that, I would like to show you the last thing that is important here.
00:35 First of all, I am going to open the Kindle Previewer, which I have installed
00:39 on my machine. And from the Kindle Previewer, I will
00:43 open the ePub that we have just created. File, Open Book, and we see here that I
00:49 have the Jules Verne ePub inside of the tweaking techniques, and I will open that.
00:56 Basically, what the Kindle Previewer does is go through the ePub and transform it
01:02 into it's own MOBI format. Okay?
01:06 But then, interesting thing here is that, by doing this, it actually checks the
01:10 file for integrity. And if there were any errors, for
01:14 example, hyperlinks that were unresolved inside of the ePub, it would give you out warnings.
01:22 The other interesting thing is that it automatically creates the MOBI file, the
01:26 file for the Amazon Kindle. So, we can say OK to that.
01:30 Actually, we can also look at the compilation details here.
01:34 And we can see that everything went well, all of the files were checked, the images
01:40 were checked, the records were created and the MOBI file was successfully generated.
01:49 So, we can say OK to this. And the Kindle Previewer is now opening
01:53 that MOBI file. And this is how it would look at our
01:56 Ebook inside of, let me check, the Kindle, all right?
02:01 So, in black and white, of course. If we go to the next pages, we see that
02:05 we have our table of contents that we've created with cross references.
02:11 And I can simply click on that link and I go to the correct chapter.
02:15 And as we go through the book, I can also, maybe, make the font size smaller
02:19 to have more text inside of a page. Let's move on, oh, here's my image.
02:25 Okay, perfect. And in this case, of course, the caption
02:28 has moved to the following page. But let's just move on and see maybe,
02:33 also from here, from the table of contents here inside of the previewer
02:37 that I have, in fact, the ability to navigate to various chapters that were
02:42 created automatically. This is the automatic table of contents
02:48 that was created with the table of contents style that we have created
02:52 inside of InDesign. Okay?
02:55 This is why it was so important. So, I can go back to the table of
02:58 contents, all right, like this. Move to another chapter, for example,
03:03 chapter 3, let's go check out how our table is doing here.
03:09 Oh, here we go, it's pretty legible, even on the Kindle.
03:13 Let's move to another device, for example, the Kindle DX, which has a
03:16 larger screen. So, this is how it would show on the
03:20 Kindle DX. And of course, we're going to also check it
03:24 for the iPhone, Kindle for the iPhone. All right.
03:29 So, we would go back to a view in color, and by moving on we can see that the text
03:34 is the correct size. Here, we have the images that actually
03:39 resize to the size of the monitor. All right, this is a much smaller resolution.
03:46 And the last device we can check is actually the Kindle for the iPad.
03:50 So, here we go. Much, much bigger screen.
03:54 All right, and here we also have the images that resizes to that specific screen.
04:00 You can also choose to actually rotate the screen to see how it would look if
04:05 the screen was rotated inside of the Kindle.
04:09 All right, much longer lines. Here is the table that we've created.
04:13 And let's move back to a vertical view and move back to Kindle for the iPhone.
04:18 Because this is really what I wanted to show you in the course of this seminar.
04:23 Is how a design like this and, again, you have no control over it, actually goes
04:28 from a large screen view to a small screen view.
04:33 And this is exactly the benefit of the ePub publishing format.
04:38 The benefit is that you need to design it only once.
04:42 And then, you are able to publish it to multiple devices.
04:46 There are many many Ebook readers out there.
04:48 And you can send your ePub to anyone via e-mail.
04:52 You can publish your ePub to Amazon, to the iBookstore, wherever you want to
04:57 monetize your work. But here we are.
05:01 This long trip that took us from placing text to an InDesign file, formatting it
05:05 correctly with character and paragraph styles.
05:09 And then, going through the export process and tweaking the CSS and the
05:15 XHTML file to have a publishing ready ePub created with Adobe InDesign.
05:22
Collapse this transcript


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