You can build a table of contents for an EPUB, which does not appear on the page. Instead it appears in the software or device used for reading the EPUB. This device TOC, also referred to as a Navigation TOC, not only helps readers find what they want, it’s also a requirement for a valid EPUB. This video includes a demonstration of two ways to create device TOCs in InDesign: using TOC style (reflowable EPUB) or Bookmarks (fixed-layout EPUB).
- [Instructor] In an earlier movie, we looked at how to use InDesign's table of contents feature to build an on-page table of contents with clickable links to specific points in your document. You can also build a different kind of table of contents for EPUB, one which does not appear on the page. Instead, it appears in the software or on the device used for reading the EPUB. That's why it's sometimes called the device TOC, and in InDesign it's also referred to as a navigation TOC. And not only does it help your readers find what they want to read, it's also a requirement for a valid EPUB.
So you can't sell an EPUB without having a device TOC in it. Here in iBooks, I have an example of a device TOC in this short EPUB. If I move my cursor to the top of the window, some buttons appear, and if I click the one in the middle on the left, I can see the device TOC. And there are five entries in here. Note how these four are indented under the top one. So we have some structure and organization. And if I click on one like Growing Your Business, I can see that in the EPUB.
So let's see how to make something like this in InDesign. I'll close this, and switch over to InDesign. And there are a couple of ways that you can make a device TOC with InDesign. If you're making a re-flowable EPUB, you can use a TOC style. If you're making a fixed-layout EPUB, you can either use a TOC style, or bookmarks. Let's start with a look at the TOC style method. To use this method, you have to be sure that all the items you want to appear in the device TOC have been properly styled with paragraph styles. And only those items, and no others have been styled with those styles.
But this really shouldn't be a problem, since you must have properly styled text in order for your EPUB formatting to come out okay anyway. So in this document, that means that the main heading here is styled with Headline. And if I scroll down I can see the subheads, like Getting the Capital You Need, Master Your Production Process, Growing Your Business and so on. So everything is styled okay. The next step is to create the TOC style, which I can do by going to the Layout menu, and choosing Table of Contents Styles.
Click New, and let's give it a name. I'll just call this Device TOC. The title here doesn't matter because it won't appear in the EPUB, but we do need to tell InDesign which paragraph styles to look for. And when we find them in this list of styles used in the document, just double-click to add them. So I'll double-click Headline, and scroll down and find SubHead, and double-click it. Notice that SubHead automatically got indented under Headline. The reason that happened is this setting here, Level.
See how it's Level Two, and Headline is level one. If you don't see this level control, it's because you're looking at the simple version of this dialog box, so click More Options, and then you'll see Level. If you wanted something else, like all the entries at the same level, then you can change SubHead to be level one, but again, I'm gonna put it at level two. Also important for EPUB Table of Contents is this setting: Make Text Anchor In Source Paragraph. So let's check that, and click OK, and OK again, to save our Table of Contents style.
Now let's export to EPUB. I'll press command or control E, export to the desktop, EPUB Re-flowable, and click Save. I'll replace that old file. And in the export dialog box, in the General Options, here we can choose the method to make our navigation or device TOC. Let's change it from the default file name to multi-level TOC style, and we'll choose our TOC style, device TOC. I also want to check out this option, Viewing Apps, because in a previous movie, I selected TextWrangler to view my EPUB.
I don't want that now, so I'll deselect it and re-choose System Default, which in my case is iBooks. I'll click OK. The EPUB opens in iBooks. And up in the title bar I can see a Table of Contents button. I'll click it, and there's our device TOC. Now, if you're making a fixed-layout EPUB, the other way to make a device TOC is to use bookmarks. So to show that method, I'll go back to InDesign. And I'll open the Bookmarks panel by choosing Window, Interactive, Bookmarks.
For right now, the panel is empty because this document has no bookmarks. So let's quickly create some for the headings for our device TOC. I'll scroll up to the first page. I'll select the text of the heading, Business Strategies, and click the New Bookmark button in the panel. I'll go to the second page, select Get The Capital You Need, and make a bookmark. Now to make this one nested underneath the main heading bookmark, I just need to drag and drop it right on top of that one. And now you can see it nests underneath.
If I wanted to make it at the same level, to un-nest it, I can just drag it out and up to the left right about there, and now they're both at the same level. But again, let's nest it. Drop it right on top of Business Strategies. Another cool thing about using Bookmarks for device TOC is that the text of the bookmark doesn't have to match the text on the page, because you can rename the bookmark. For example, say I wanted bullets before each subtitle in the TOC. There are no bullets here on the page before these titles, but I can rename their bookmarks by doing a slow double-click.
That is click, pause, and click again, to highlight the text, and now I can add a bullet and a space. Now let's click once on the Business Strategies bookmark to select it in the panel, and then in the layout, select this heading: Master Your Production Process. And click New Bookmark. Notice how this one was automatically nested under the bookmark that we had selected in the panel. Little things like that just make your day go a little bit smoother. And I'll add the bullet and the space before, and do the same for the other subheads.
So we'll choose Growing Your Business, New Bookmark, add the bullet and the space. And the same for How Strong Is Your Business Plan? Now let's export to fixed layout EPUB, press command or control E, change the format to Fixed Layout. I'll also change the name to Device TOC Fixed. I'll click Save. And in General Options, for the Navigation TOC, I'll choose Bookmarks, and click OK.
Now in iBooks, I can go to the title bar and click, there's my device TOC with the bullets and the nesting that we set up. So here we saw two methods for creating the device or navigation TOC in EPUBS, using bookmarks in fixed layout EPUB, and a table of contents style in re-flowable EPUB.
- Overview of interactive document types, including PDF and EPUB
- Creating interactive objects
- Setting up hyperlinks, cross-references, and a table of contents
- Working with media
- Publishing documents with Publish Online
- Creating EPUBs
- Following workflows for interactivity: interactive PDF, reflowable EPUB, and fixed-layout EPUB