# iBooks Author Essential Training

## with Chris Mattia

In this course, author and educator Chris Mattia demonstrates how to use the Apple iBooks Author application to create and publish your own iBook, without extensive design or publishing experience.

Follow along with Chris as he assembles, refines, and publishes a dynamic and engaging iBook for distribution on the iPad using the iBooks app. The course demonstrates the process of adding all of the components of a dynamic iBook, including engaging text, images, audio, video, 3D models, and dynamic web content. It also shows how to customize the iBooks Author interface and leverage built-in templates to produce a beautifully designed and polished iBook. The course wraps up with a review of the iBookstore publishing process.
Topics include:
• Installing iBooks Author
• Creating a book cover
• Creating pages, chapters, and sections
• Working with templates and placeholders
• Importing text from Pages or Microsoft Word
• Formatting text
• Adding objects such as titles, labels, and captions
• Inserting images
• Working with widgets such as movies, 3D objects, and interactive images
• Creating review sections with multiple choice and matching questions
• Exporting a book as an iBook, PDF, or text document
• Publishing to the iBookstore
author
Chris Mattia
subject
Business, E-learning, Design, Digital Publishing, Ebooks
software
iBooks Author
level
Appropriate for all
duration
6h 3m
released
Jul 03, 2012
updated
Feb 18, 2013

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Introduction
Welcome
 00:04 Hi! My name is Chris Mattia. 00:06 Welcome to iBooks Author Essential Training. 00:08 In this course I'll teach you how to create a dynamic and engaging iBook that 00:12 readers can enjoy on an iPad. 00:14 We'll begin by setting up the structure of our book and customizing our page layouts. 00:20 Next, we'll add static contents, such as text, images, tables, and charts. 00:25 We'll then enhance our book by adding interactive widgets, such as image 00:29 galleries, Keynote presentations, 3D objects, HTML5 dashboard widgets, and 00:36 self-assessing review questions. 00:38 Finally, we'll pre-flight our book and then publish it to the Apple iBookstore 00:42 using iTunes Producer. 00:44 Now, let's get started with iBooks Author Essential Training. Collapse this transcript
Using the exercise files
1. Getting Started
Installing iBooks Author
Creating a new document
Understanding the interface
Creating a book cover
Creating chapters
Creating sections
Creating pages
Creating a glossary
2. Working with Templates
Understanding templates
Creating a blank layout
Modifying existing layouts
Creating a custom layout
 00:00 Let's begin creating our own custom layout for Explore California Travel Guide. 00:06 For each of our tours, it would be great to include a photo collage of images 00:11 that have been submitted from various people who have taken our tour. 00:14 Let's create a custom template that will make this process easier for us in the future. 00:19 To begin, make sure you have your layouts visible and scroll to the bottom of 00:24 the Pages section and find the Blank layout. 00:27 Then right-click or Ctrl+Click on the blank layout and choose Duplicate. 00:33 Then change the name to Photo Collage. 00:37 Make sure the Photo Collage is selected and then click inside the main window. 00:42 We'll begin by opening up our Media browser and grabbing a placeholder image 00:46 out of our photos collection and simply dropping it on to our page. 00:50 Any photo here will do. 00:51 I'm using one out of the chapter 2 exercise files called Placeholder. 00:56 Next, we want to create a small footer to the image so we can have a place to 01:01 put in our Explorer's name. 01:02 To do this, simply come up to the top and select Shapes, and we'll select the box shape. 01:06 Then we'll resize the box so that it's the same width as our image and 01:12 approximately 50 pixels high. 01:15 We'll then make sure we move that box into place so that it snaps to the very 01:19 bottom of our image. 01:22 We can then open up our Inspector and on the Graphics tab, change the fill for 01:27 the box to Color Fill, click on the color chip, and change the color to black. 01:36 We can then change the Opacity of this box down to 40% and now we have a nice 01:43 place to put our text. 01:45 Next, we'll go up and select the Text Box tool to create a new text box. 01:50 We'll double-click on the text and simply type in "Explorer's Name." 01:57 We'll select that text and change the color of the text to white and the size to 24 points. 02:05 We'll deselect the text and then move the text box into place and resize the 02:11 text box so that it's centered in the bottom of our image. 02:16 We want to define this text as its own style. 02:19 To do this, simply click on the text box to select it, and then at the bottom 02:24 of your style sheet, click the plus and choose Create Paragraph Style from Selection. 02:31 A sheet will pull down, and we can define this new paragraph style as Explorer's Name. 02:37 We'll click the OK button and now Explorer's Name is a new paragraph style. 02:43 Next, we'll add another text box. 02:48 In this text box, simply type in a 1 and we're going to use this text box for our page numbers. 02:54 Go ahead and select the text and click the right-hand Justify tool. 03:01 Then resize your text box and drag it down into the lower right-hand corner of 03:06 the page. Then select the text box one more time, and we need to define this 03:12 text as being a member of our footer. 03:17 This will automatically apply the footer's style to this text. 03:21 Next, we'll create one more text box, and we'll add the text "Photos from the" and 03:30 we'll type in all caps "CHAPTER TOUR." 03:35 Next, we'll go ahead and resize the text box and drag it into place, making 03:41 sure we fill the bottom of the page. And then we're going to define this text 03:45 box as being a heading 1. 03:49 Our layout is looking pretty good now. 03:51 We'll need to do a little more work on the image and we'll do that in the 03:55 next movie. Collapse this transcript
Defining placeholder media
 00:00 We're still working on building our custom layout of a photo collage for our 00:04 Explore California Travel Guide. 00:06 Our layout is coming along nicely. 00:08 The next thing we need to do is define our image as a placeholder image so that 00:12 when this layout is used on a subsequent page, we'll be able to drop an image 00:18 directly on top of it. 00:19 To do this, simply click on the image to select it, then go up to the Format 00:24 menu at the top, and go down to the Advanced menu, and then select Define as Media Placeholder. 00:31 Just because that image is defined as a media placeholder though, doesn't 00:35 mean that our users will be able to edit the image. 00:37 To do that, we need to go up to the Inspector and make sure we're on the Layout 00:42 tab and check the box for Editable on pages using layout. 00:46 If we wanted to give this image a custom tag, we could do that here. 00:50 We're going to leave this off because we're going to duplicate this image in a later movie. 00:55 Our image is complete. 00:57 In the next movie, we'll go ahead and define the placeholder text. Collapse this transcript
Defining placeholder text
 00:00 We're still working on our custom photo collage layout for our Explore 00:04 California Travel Guide. 00:06 The next step is to define the explorer's name as placeholder text and make sure 00:11 that it's editable in future pages. 00:14 To do this, simply click on the text box for the Explorer's Name and go up to 00:19 the Format menu and go down to Advanced. 00:22 Then select Enable Placeholder Text Authoring. 00:26 We then need to go to the Inspector and go to the Layout tab and check the box 00:31 for Editable on pages using this layout. 00:36 We can then close the layout window. 00:38 Our text is now fully set up. 00:41 You'll notice that we do have some more text down here at the bottom: the Photos 00:44 from the CHAPTER Tour and the page number. 00:47 And we'll address those in the next movie. Collapse this transcript
Creating a photo collage layout
Sharing a custom template
 00:00 Before we wrap up this chapter on customizing templates in iBooks Author, I'd 00:05 like to share one more tip with you, and that's how to share a customized 00:09 template that you've saved and exported. 00:11 In an earlier movie, we showed how to save a blank template. 00:15 Now, let's go ahead and share that template to another user that may want to use it. 00:20 To do this, make sure you're in your Finder and then go up to the Go menu and 00:26 select Go to Folder. 00:28 You then want to type in a tilde, which is the Shift and the key usually just to 00:33 the left of the number 1--it's that little squiggle sign--/Library. 00:43 Then click the Go button and your Finder window should automatically open to a 00:48 hidden folder in your Mac OS X Lion account. 00:51 You then want to go to Application Support/iBooks Author/Templates/My 00:58 Templates, and you should find the blank template located there. 01:03 If you hold down the Option key on your keyboard, you can then click and drag 01:07 that template out to your desktop. 01:09 You'll notice the green ball with the plus icon indicating that we're going to make a copy. 01:14 When you release, a copy is created and your blank template is left in place. 01:20 You can go ahead and close the Finder window. 01:23 You can then hold down the Ctrl key or right-click on that blank template and 01:27 select Compress Blank. 01:30 This will create a zip file of the template. 01:34 You can then email this zip file, if it's small enough, or you can simply copy 01:38 it to your local network or use some other method to be able to transfer the 01:42 file to another user. 01:44 All they need to do then is simply double-click the file to decompress it and 01:48 then copy that file into the same location that we just got the file from. Collapse this transcript
Creating a portrait-only book
Dragging and dropping plain text
Inserting text from Pages
Inserting text from Microsoft Word
4. Formatting Text
Understanding how to format text
Formatting text
Creating lists
Creating custom styles
Controlling tabs
More on text control
Embedding equations with LaTeX
Embedding equations with MathType
5. Working with Objects
Understanding objects
Manipulating objects on a page
Layering objects together
 00:00 We can add a lot of visual interest to our layouts by stacking objects 00:04 together on our page. 00:06 Let me show you what I mean. 00:08 In the layout that we're working on creating our callout, we've got the image of the condors. 00:13 If we click and drag that image, we can see that it is currently behind our two 00:17 shapes that we created. 00:19 However, if we click our rounded rectangle and try and move that up into place, 00:23 we can see that that is sitting behind our regular rectangle. 00:27 In order to bring that up in the layer stack, all we need to do is make 00:30 sure that we have our rounded rectangle selected. Then we can go up to the Arrange menu. 00:35 From the Arrange menu, we can choose to bring an object forward one level, 00:39 we can bring it all the way to the front, we can send it backward to one level, 00:43 or we can send it all the way to the back. 00:45 In this case, we want to bring our rounded rectangle forward, 00:48 so we'll simply select Bring Forward and the rounded rectangle now sits on top 00:53 of the regular rectangle. 00:55 Let's go ahead and do the same thing with our text box. 00:57 We'll go ahead and click our text box one time to select it, and then drag it 01:01 over and get ready to drop it into place. 01:03 But as you do, you notice that the text is being obscured by the objects. 01:08 This can be handled by making sure that our text box is still selected, going up 01:13 to the Arrange menu, and this time we'll choose Bring to Front. 01:17 That way it will force the text box all the way to the top of the layer stack, 01:20 no matter it was initially inside of the layer stack. 01:24 Now we can see that it's going to be in the correct place. 01:27 We can go ahead and move it off to the side and we'll come back to moving it 01:29 into its final location after we've gone ahead and changed the appearance of the 01:34 rest of our objects. Collapse this transcript
Changing an object's appearance
Adding titles, labels, captions, and descriptions
6. Working with Images
Removing parts of photos with Instant Alpha
Controlling image settings
Spanning an image across two pages
7. Working with Shapes
Understanding shapes
 00:00 iBooks Author has some basic drawing tools that allow us to create shapes and 00:04 add them to our documents. 00:06 Now, shapes can take one of two forms. They can either be open shapes or closed shapes. 00:11 Open shapes are simply lines. 00:14 They can be straight or curved, simple or complex, but all open shapes have two ends of their lines. 00:21 These endpoints can be simple ends or they can be decorated with items like 00:26 arrows, boxes, or circles. 00:30 The line portion of a shape is called the Stroke. 00:33 Now, you can control the stroke of a shape over here in the Graphics Inspector. 00:37 By selecting a line, you can control the style of the line, the color of the 00:43 line, the thickness, and both of the Endpoints, both the left-hand endpoint and 00:49 the right-hand endpoint. 00:51 Closed Shapes on the other hand are simply lines that have no beginning and no 00:55 end and thus form a completely Closed shape, such as a rectangle, a circle, a 01:00 star, or a more complex shape. 01:03 With a Closed shape, the Stroke is the line that forms the outside edge of the shape. 01:08 You can set all of the same Stroke options for the line of a Closed shape as you 01:13 can for an open shape, with the exception of the endpoints. 01:17 Since this is a continuous line, there are no endpoints, and so iBooks Author 01:21 doesn't even show us the option to be able to select these. 01:25 Closed shapes do have an active fill property, however. 01:28 The fill includes all of the area inside of the line. 01:33 You can set a shape's fill to None to create a hollow shape or fill the area 01:40 with a solid color, a gradient, you can even fill it with an image or apply a 01:46 tint to an image, to give you a lot of creative options. 01:51 Now, open shapes do have a fill property, but if you select the fill for most 01:56 open shapes, there is no area to be filled, so it simply doesn't get applied. 02:03 But on some more complex shapes, such as a curve, if you apply a fill, you'll 02:09 see the areas that are under the curve get the fill applied. 02:13 Now, how do you figure out what the areas under the curve are? 02:16 If you can imagine a line that would stretch from one endpoint of a line to the 02:22 other, the areas that are underneath the curve are the areas that get filled. Collapse this transcript
Editing shapes
Drawing shapes
8. Working with Tables
Understanding tables
Creating tables
Adding and importing data into tables
Formatting table cells and data
Performing calculations
 00:00 Now although iBooks Author is no replacement for your favorite spreadsheet 00:04 program for doing your analysis, you can do some basic calculations with iBooks Author in your tables. 00:10 In this case, we want our final column over here, the Complete Tour price to 00:15 have a sum of all of the values from these other three columns. 00:19 And to do that, we first need to select the table, click one time on the first 00:24 cell, hold down the Shift key and click on the third cell in order to have all 00:29 three of these cells selected. 00:31 We can then create a sum of these cells by simply going over to the Table 00:34 Inspector and clicking on the Format tab. 00:38 Down in the Function section, click the dropdown menu and choose Sum. 00:43 The new sum value is automatically added to the next column for us. 00:48 That's a great way to create a sum. 00:51 Let's go ahead and press Command+Z on our keyboard to undo that. 00:55 And let's look at another way we can accomplish the same thing. 00:57 We can click one time on the cell to select it, and then we can simply hit the 01:02 Equal sign on your keyboard. 01:04 This will tell iBooks Author that we want to begin entering a formula. 01:09 You can then click one time on the first cell, click one time on the second 01:13 cell, click one time on the third cell, and you will see that a formula is being created for us. 01:19 Now if we look at the table, some new extra information is being added to our 01:23 table as soon as we started creating a formula, and that is all of our columns 01:28 are defined as letters, A, B, C, and so forth. 01:33 All of our rows are being described as numbers, 1, 2, 3, 4, and so forth. 01:39 So each individual cell has a specific label on it, such as this cell being cell 01:45 D3 and this cell being cell E3. And so the simple formula becomes =D2+E2+F2. 01:55 To accept that formula, simply hit Enter or Return on your keyboard and the 02:00 formula is calculated for you. 02:02 With that format, you can create fairly complex formulas by individually 02:07 selecting specific cells or using other values instead of simply adding them together. 02:13 Let's go ahead and select the cell, though, and delete it one more time, and I 02:17 want to show you a third way to calculate a sum. 02:19 This is my favorite way of doing it. It's nice and easy. 02:22 We'll go ahead and hit the Equal sign so we enter into our Formula Editor one 02:26 more time, and then we'll come over to Cell D2 and simply click and drag from 02:30 left to right until we select all three cells from D, E, and F. 02:36 The formula is automatically written for us of =SUM(D2:F2), meaning from Cell D2 02:45 to Cell F2 create a sum calculation. 02:50 Then simply hit Enter or Return on our keyboard to accept that value. 02:54 Now, we could repeat that process over and over in these additional cells, but 02:59 that could be kind of tedious and especially if we had a large table. 03:03 So in order to make this easier, we'll go ahead and click one time on the first 03:06 cell, and then on the lower right corner of the cell, you can see there is a very small icon. 03:11 Go ahead and move your mouse onto that circle icon and your Mouse Pointer turns into a plus. 03:17 Click and drag in the downward direction, and you'll automatically copy that 03:21 formula from the first cell all the way down to the last cell. 03:26 Now, all of these values are being automatically calculated. 03:30 So if we come over to say the Gift Package for one of these items, and we 03:34 change it from $50 to$49.99 and hit Enter or Return and hit the Tab key on 03:41 our keyboard, you'll see that the new Complete Tour price is automatically updated for us. 03:47 I'm going to go ahead and reset that back to \$50, hit the Tab key, and now my 03:54 value is correctly calculated again. Collapse this transcript
Using conditional formatting
Sorting table data
 00:00 Once you have all of your data entered into your table and everything is 00:03 formatted the way that you want it, you can choose to sort your data based on 00:08 the data in the columns themselves. 00:10 To do this, simply click one time on your table to select it and then click on 00:15 the column that you want to have your data sorted by. 00:18 In this case, I'm going to click on the Complete Tour column so that all of my 00:22 data can be sorted by the cheapest to the most expensive tour. 00:25 I'll then come over to my Table Inspector and in the Edit Rows & Columns, 00:30 I'll click the Gear icon and then select Sort Ascending. 00:34 You'll see that all of the data in my table is automatically resorted based 00:39 on the values in this last column, and they're sorted from the least to the most expensive. 00:45 If I want to choose to have my table sorted by a different column, all I need to 00:49 do is click on the column header for that column, go back over to my Edit Rows 00:53 & Columns tool, and select Sort by Ascending there. 00:57 And now my table is in alphabetical order based on the name of the tour package itself. 01:03 There's one more thing that we want to do to our table in order to finish it off 01:07 completely, and that is to add header and footer information to our table, and 01:12 we'll do that in the next movie. Collapse this transcript
9. Working with Charts
Understanding charts
 00:00 Displaying data graphically in iBooks Author is as easy as: step one, choosing 00:05 Create a Chart; step two, enter or import the data for your chart; and then 00:11 step three, format your chart to match the look of the rest of your book in iBooks Author. 00:16 Charts are a fantastic way to display a lot of data in a very compact and digestible format. 00:23 They give us the ability to show trends that would simply be lost in a sea of 00:27 numbers arranged in a table. 00:30 A well-designed chart will tell the story of your data at a glance. 00:34 There are few common features that nearly all charts share in order to fully 00:38 describe the data being presented. 00:41 These include a chart title, clearly labeled and numbered axes that include the 00:46 units for the values of the data being presented, and a clearly defined legend 00:53 that shows what data is being presented. 00:55 To help you understand the first and perhaps most daunting task for many of us, 01:01 that of choosing an appropriate chart type for the type of data that we want to 01:05 display, I've gone ahead and added nearly all of the major 2D chart types to 01:10 this chart file so that we can have a look at each one and understand why we 01:15 might choose it over another. The first is this column chart. 01:19 Column charts are great for doing regular comparisons between things, such as how 01:24 Region 1 and Region 2 compare to each other year over year. 01:29 Line charts are an excellent choice for looking at trends over time and how 01:33 those trends change relative to each other. 01:37 Stacked Bar charts provide an efficient way to look at the ratios of parts of a 01:42 whole and how those ratios and the total change over time. 01:48 Pie charts are a great tool to look at a snapshot of a single subject and see 01:52 how significant of a role each of the component parts may play. 01:57 Scatter charts are a great way to display raw data and analyze those data for 02:02 patterns and trends. 02:04 Double Y charts allow you to simultaneously display two related data sets and 02:10 see what possible relationships the different data sets may have to each other or not. 02:16 Now that we have an idea of what components we need to include in our charts and 02:21 why we might choose to use one type of chart over another, let's begin exploring 02:27 how we build charts in iBooks Author. Collapse this transcript
Editing chart data
Formatting charts
Changing the chart type
10. Working with Widgets
Understanding widgets
Creating an image gallery
Creating a scrolling sidebar
Creating a popover effect
11. Creating Review Sections
Understanding review questions
Creating multiple-choice questions
Creating matching questions
12. Exporting the Book
Exporting a book in iBooks format
Exporting a book as a PDF
Exporting a book as a text document
Emailing a book
Getting ready to publish to the iBookstore
Publishing to the iBookstore
Conclusion
Goodbye
 00:00 This brings us to the end of iBooks Author Essential Training. 00:03 You have now learned all the essential skills you need to create, build and 00:07 publish your own dynamic and engaging iBook. 00:10 So, whoever your target audience is for your book, be they students, cooks, 00:14 travelers, children or just readers. You now have the skills you need to bring 00:19 your ideas to life for them. 00:21 I hope you've had as much fun learning about iBooks Author, as I've had making 00:24 this course, and I look forward to seeing your creations on the iBook Store. 00:28 Until next time, I'm Chris Mattia. Thanks for watching! Collapse this transcript

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