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EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
EPUB Boot Camp: Best Practices
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EPUB Boot Camp: Best Practices

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  • 1.  
  • 2. Different Workflows for Different Folks
  • 3. Trade Case Study - Hachette <ul><li>Look beyond the printed page </li></ul><ul><li>Plan for all types of formats at the beginning of the process </li></ul><ul><li>Incorporate contextual tagging </li></ul><ul><li>Extend traditional editorial mark-up to include EPUB/XML </li></ul>
  • 4. Hachette’s Mark-up <ul><li>Chances are you’re already doing some kind of standard mark-up in copyediting and editorial </li></ul><ul><li>EPUB/XML is just the digital equivalent </li></ul><ul><li>XML is text! </li></ul>
  • 5. Hachette: If It’s So Easy, Why Isn’t Everyone Doing It? <ul><li>Editorial is still mostly paper-based </li></ul><ul><li>Training editors is a difficult prospect </li></ul><ul><li>Copyediting is outsourced to freelancers </li></ul><ul><li>Production design is outsourced/offshored </li></ul><ul><li>General lack of tagging expertise across the board </li></ul><ul><li>Not many good tools out there </li></ul>
  • 6. Hachette’s Conclusion: Standardize, standardize, standardize <ul><li>Do a pilot program first </li></ul><ul><li>Make Word your friend </li></ul><ul><ul><li>Use track changes </li></ul></ul><ul><ul><li>Ask authors to work digitally </li></ul></ul><ul><li>Test to find a combination of manual and automated tagging processes </li></ul>
  • 7. Results of Hachette Pilot <ul><li>Structurally tagged, EPUB-ready documents result in cost savings/increased efficiency </li></ul><ul><li>First pass pages are cleaner with the new workflow </li></ul><ul><li>Freelance copyeditors who work digitally are more expensive </li></ul><ul><li>Structural tagging in Word is tedious (MS Word templates are not very effective) </li></ul>
  • 8. Hachette Pilot Findings Con’t <ul><li>Need a standard vocabulary for context tagging </li></ul><ul><li>Better tools required – XML writers (DocBook, etc) are too complicated </li></ul><ul><li>Track changes as an editorial tool produces mixed results </li></ul><ul><ul><li>Some authors not willing to change </li></ul></ul><ul><ul><li>Difficult to standardize </li></ul></ul>
  • 9. Scholarly Case Study - Wiley <ul><li>Wiley have found that MS Word Templates are effective for them </li></ul><ul><li>Not highly technical </li></ul><ul><li>Decoupled from other technology </li></ul><ul><li>Structural and semantic tagging can be expressed in Word </li></ul><ul><li>Macros speed up formatting </li></ul>
  • 10. Wiley Transform to XML <ul><li>Compositors do the converting </li></ul><ul><li>Add additional tags – rights data, metadata – drawn from Wiley’s own systems </li></ul><ul><li>Linking between elements </li></ul><ul><li>Generates an EPUB file and a clean Word document </li></ul>
  • 11. What Works for Wiley <ul><li>Collaboration between Editorial and Production to standardize styles and tags </li></ul><ul><li>Heavy communication – between departments, among authors, “putting it out there” </li></ul><ul><li>Monthly roundtables </li></ul><ul><li>Focusing early efforts on series titles </li></ul>
  • 12. Wiley’s Upsides <ul><li>Workflow efficiencies </li></ul><ul><li>Clean manuscripts at the end of the process </li></ul><ul><li>Many points of entry and collaboration in the new workflow </li></ul>
  • 13. Recommendations from Wiley <ul><li>Get your head out of the print space </li></ul><ul><ul><li>An ebook is not a print book </li></ul></ul><ul><ul><li>Books are not just books – they are paper books, ebooks, chunks, and websites </li></ul></ul><ul><li>Understand how your compositors work with the EPUB DTD – that will affect how (and what) you deliver to them </li></ul>
  • 14. &nbsp;
  • 15. Best Practices for EPUB <ul><li>Begin with the end in mind </li></ul><ul><li>Commit to sustained change </li></ul><ul><ul><li>Vision, purpose, execution, refinement </li></ul></ul><ul><li>It’s not (just) about EPUB </li></ul>
  • 16. Begin with the end in mind … Planning Implementation <ul><li>Establish and evaluate end-user requirements </li></ul><ul><li>Assess your processes across functions and handoffs </li></ul><ul><li>Model both current (operational) and future (strategic) benefits </li></ul><ul><li>Solicit senior-level support for sustained change </li></ul><ul><li>Determine the point at which you want to implement EPUB </li></ul><ul><li>Obtain and maintain operating buy-in, support and dialogue </li></ul><ul><li>Rank your key business benefits and measure progress openly </li></ul><ul><li>Plan for early wins, ideally spread across multiple functions </li></ul><ul><li>Exploit the value of prototyping </li></ul><ul><li>Capture and share deep editorial knowledge </li></ul><ul><li>Foster and communicate objective measurements </li></ul><ul><li>Capitalize on the value of new, downstream uses </li></ul>
  • 17. Commit to sustained change … Planning Implementation <ul><li>Establish and evaluate end-user requirements </li></ul><ul><li>Assess your processes across functions and handoffs </li></ul><ul><li>Model both current (operational) and future (strategic) benefits </li></ul><ul><li>Solicit senior-level support for sustained change </li></ul><ul><li>Determine the point at which you want to implement EPUB </li></ul><ul><li>Obtain and maintain operating buy-in, support and dialogue </li></ul><ul><li>Rank your key business benefits and measure progress openly </li></ul><ul><li>Plan for early wins, ideally spread across multiple functions </li></ul><ul><li>Exploit the value of prototyping </li></ul><ul><li>Capture and share deep editorial knowledge </li></ul><ul><li>Foster and communicate objective measurements </li></ul><ul><li>Capitalize on the value of new, downstream uses </li></ul>
  • 18. It’s not (just) about EPUB … Planning Implementation <ul><li>Establish and evaluate end-user requirements </li></ul><ul><li>Assess your processes across functions and handoffs </li></ul><ul><li>Model both current (operational) and future (strategic) benefits </li></ul><ul><li>Solicit senior-level support for sustained change </li></ul><ul><li>Determine the point at which you want to implement EPUB </li></ul><ul><li>Obtain and maintain operating buy-in, support and dialogue </li></ul><ul><li>Rank your key business benefits and measure progress openly </li></ul><ul><li>Plan for early wins, ideally spread across multiple functions </li></ul><ul><li>Exploit the value of prototyping </li></ul><ul><li>Capture and share deep editorial knowledge </li></ul><ul><li>Foster and communicate objective measurements </li></ul><ul><li>Capitalize on the value of new, downstream uses </li></ul>
  • 19. Steps for getting started <ul><li>Needs analysis: establish your current capabilities, needs and long-term goals </li></ul><ul><li>Gap analysis: identify the gaps between where you are and where you want to be </li></ul><ul><li>Request for information: Solicit more detailed information about vendor capabilities and costs necessary to accurately determine the scope and budget of your EPUB implementation </li></ul><ul><li>Vendor evaluation: Review the various products and services on offer and map to your needs </li></ul>
  • 20. &nbsp;
  • 21. Helpful Tools <ul><li>Calibre </li></ul><ul><li>BookGlutton </li></ul><ul><li>eCub </li></ul><ul><li>EPUB Check </li></ul>
  • 22. Calibre <ul><li>Open-source tool </li></ul><ul><li>Cross-platform – Windows, OS X, Linux </li></ul><ul><li>TXT and HTML  EPUB conversions </li></ul><ul><li>Ebook cataloguing system </li></ul><ul><li>Supports many other conversions </li></ul><ul><ul><li>14 input formats </li></ul></ul><ul><ul><li>3 output formats </li></ul></ul><ul><li>Can do bulk conversions </li></ul><ul><li>Website is difficult to navigate/understand </li></ul>
  • 23. BookGlutton <ul><li>API on the BookGlutton.com website </li></ul><ul><li>HTML  EPUB conversions </li></ul><ul><li>Word  HTML  EPUB conversions </li></ul><ul><li>Accepts only one file at a time – no bulk conversions </li></ul><ul><li>Extremely simple to use </li></ul>
  • 24. eCub <ul><li>TXT  EPUB (and mobi, with the mobigen application) </li></ul><ul><li>XHTML  EPUB (and mobi, with the mobigen application) </li></ul><ul><li>Downloadable app </li></ul><ul><ul><li>Windows </li></ul></ul><ul><ul><li>Linux </li></ul></ul><ul><ul><li>Solaris </li></ul></ul><ul><ul><li>OS X </li></ul></ul><ul><li>Unencrypted files only – no DRM </li></ul>
  • 25. EPUB Check <ul><li>Validates EPUB files </li></ul><ul><li>Available from Google Code </li></ul><ul><ul><li>http://code.google.com/p/epubcheck/ </li></ul></ul>
  • 26. Vendors that support EPUB <ul><li>Mobipocket (Amazon) </li></ul><ul><li>Stanza (iPhone) </li></ul><ul><li>Bookworm </li></ul><ul><li>Sony </li></ul><ul><li>Feedbooks </li></ul><ul><li>O’Reilly’s Safari </li></ul><ul><li>Fictionwise (Barnes &amp; Noble) </li></ul>
  • 27. Useful Resources <ul><li>http://www.idpf.org </li></ul><ul><li>http://www.epubbooks.com/ </li></ul><ul><li>http://www.bisg.org </li></ul><ul><li>http://www.booknetcanada.ca </li></ul>
  • 28. In-Depth <ul><li>Build a digital book with EPUB seminar </li></ul><ul><li>EPUB resources and guides – comprehensive list from O’Reilly </li></ul><ul><li>Liza Daly/ThreePress tools </li></ul>
  • 29. [email_address]

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