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Preparing Your InDesign Files
for ePub Export (updated for CC)
Ron Bilodeau
Silvadeau Consulting
eBook Conversion/Custom Workflows
http://silvadeau.wordpress.com/
ron.bilodeau@gmail.com
O’Reilly Media, Inc.
Production & Design Specialist
http://www.oreilly.com
ron@oreilly.com
1
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
Organized Content Flow
Options for controlling the order of your content when exported to ePub:
1. Single text flow with linked frames 2. Order based on XML Structure
2
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
3. Order based on
Articles Panel
(New as of CS5.5)
Organized Content Flow (cont.)
Options for controlling the order of your content when exported to ePub:
3
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
Consistent Use of Styles
Always create and use Paragraph and
character styles to style text.
And, if you prefer to have more control over how your styles are named when
exported to ePub (like I do), there is now an Export Tagging tab inside the
Paragraph and Character Style Options (introduced in CS5.5).
This can be used to specify “Tag” and “Class” attributes for your document
styles. There is also an option to “Split” the ePub xhtml file when the style is
used (this is useful for things like titles, headers, etc.).
4
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
Figure Preparation
Controlling figure ordering when exported to ePub
From page 2 of this presentation, if you are using option 1 (Single text flow with linked frames) for your Content Flow Organi-
zation, then you need to place your figures using 1 of the following 2 options:
Inline Anchored
*If you use the XML Structure Pane or Articles Panel to dictate the order of your figures, then you do not need to apply
the Inline or Anchored options listed above.
5
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
Figure Preparation (cont.)
Applying Figure export settings
New (as of CS5), is the Object Export Options dialog.
When exporting for ePub, this dialog can be used to set Custom Rasterization,
Custom Image Alignment  Spacing, and also Alt Text.
(None)
(Default)
(Fixed)
(Relative to Text Flow)
(Relative to Text Size)
(Custom Width)
(Custom Height)
(JPEG)
(GIF)
(PNG)
(72)
(96)
(150)
(300)
(Default)
(Use Existing Image for Graphic Objects)
(Rasterize Container)
(Rasterize Content)
These settings are not exclusive to linked figures.
You can also use this dialog to tell InDesign to export any Object (or group of Objects) as
a single optimized ePub-ready image.
(Float Left)
(Float Right)
(Alignment  Spacing)
This drop-down contains a variety of
epub:types that can be used to tag various
HTML elements within the exported ePub file.
6
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
Interactive Navigation
Hyperlinks and Cross-References
If your hyperlinks and cross-references are properly set up using InDesign’s built-in functionality, then they will translate
seemlessly to clickable hyperlinks when exported to ePub.*
Footnotes
Properly set up footnotes will also translate seemlessly to clickable hyperlinks when exported to ePub. The footnote reference link
will take you to the footnote. Then, clicking the number at the beginning of the footnote will take you back to the reference.
*	 There is a bug in CS5 that breaks some of these hyperlinks, but it is fixed as of CS5.5
7
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
Interactive Navigation (cont.)
InDesign-Generated TOC
If your file includes a properly generated Table of Contents, that too will be converted seemlessly to clickable
hyperlinks when exported to ePub.
8
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
Using the InDesign Book file
If your project includes more than 1 InDesign file, then the Book file is necessary to properly export for ePub.
Most of us are familiar with the benefits of using a Book file for print production, such as pagination and style-syncing.
But it is just as important for ePub export of multiple InDesign files (if not more so).
Here are some ePub-specific things that a Book file does for you:
•	 Dictates the order of your ePub xhtml files
•	 One-step export to ePub
•	 Book Style Source used to indicate location of ePub TOC
and File Info (metadata)
•	 Also used to sync and update style and cross-reference
information across included documents
9
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
Including Metadata
In order to have InDesign include some basic metadata with your exported ePub file, you need to add it to the Description tab
within the File Info dialog (File/File Info...).
You only need to add this information to 1 of your InDesign files (if there are more than 1), but make sure that it is the file
designated by the Book panel as the style source.
As of CS5.5, the date info is added automatically, based on the day the ePub file is created.
10
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
Setting up the ePub TOC
The Table of Contents Styles dialog that is used to create an auto-generated TOC for print is also the same dialog that is used to
create the built-in ePub TOC (toc.ncx (ePub 2.0) and/or toc.xhtml (ePub 3.0)), that is accessible by most, if not all, ePub readers.
If you already have a TOC set up that includes the same styles that you would want in your ePub, then there is no need to cre-
ate another style. Just select that one when exporting to ePub.
But if you don’t already have one, it is very easy to set up.
You only need to worry about 3 fields in the dialog when setting it up for ePub:
•	 TOC Style (Give it a name)
•	 Include Paragraph Styles (these are the
styles that will create your entries)
•	 Make sure to check the Make text anchor
in source paragraph option (otherwise the
ePub links will be broken)
Once the TOC Style is established, just save
it and that is it. (But make sure that it lives in
the file that is established as the style source in
your Book panel.)
When you are ready to export your files to
ePub, select it from the drop-down list in the
Export Options dialog.
11
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
ePub Export Settings (CC)
General Tab
(EPUB 2.0.1)
(EPUB 3.0)
(Based on Page Layout)
(Same as XML Structure)
(Same as Articles Panel)
(None)
(Rasterize First Page)
(Choose Image)
Drop down menu to select pre-
defined ePub TOC information
(see previous page)
Split Document settings
12
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
ePub Export Settings (CC) (cont.)
Text Tab
(Map to Unordered Lists)
(Convert to Text)
(Map to Ordered Lists)
(Map to Static Ordered Lists)
(Convert to Text)
(End of the section (Endnotes))
(After paragraph)
(Inside a pop-up (EPUB 3.0))
13
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
ePub Export Settings (CC) (cont.)
Object Tab
Check this option only if you wish to
ignore individual Object Export Options
settings and use the above settings
for all objects in your document(s)
(Fixed)
(Relative to text flow)
(Align Left)
(Align Center)
(Align Right)
(Before Image)
(After Image)
(Before and After Image)
14
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
ePub Export Settings (CC) (cont.)
Conversion Settings Tab
These Image options are similar to the
Object Export Options (page 6), but will be
applied to any objects with no individual
Object Export Options selected
15
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
ePub Export Settings (CC) (cont.)
CSS Tab
You can now add a
custom Stylesheet (or
multiple), in addition to
the one that InDesign
generates automatically
This option will create extra
stylesheet elements to
account for Style overrides
ePub Margin settings
for readers that
support this option
16
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
ePub Export Settings (CC) (cont.)
JavaScript Tab
If you have a custom JavaScript
file for your ePub, you can add
it here
17
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
ePub Export Settings (CC) (cont.)
Metadata Tab
The Identifier and Date fields
will auto-populate on export if
left empty
18
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
ePub Export Settings (CC) (cont.)
Viewing Apps Tab
19
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
What is not included when exporting to ePub
•	Master page elements
headers, footers, page numbers, tabs, etc.
•	InDesign-generated TOC
CS3, CS4, CS5
(included if using CS5.5-CC)
•	InDesign-generated Index
CS3, CS4, CS5, CS5.5, CS6
(index links now work if using CC)
•	Paragraph Rules
above and below
•	Nested Styles
CS3, CS4, CS5
(included if using CS5.5-CC)
•	Any elements on the pasteboard
•	Fonts that are not OTF or TT
or do not have the necessary embedable bits
•	Unchecked Article Panel elements
Anything that exists in the Articles Panel, but is not
checked, will not be included when exported to ePub
•	Any outlines that are created
within the InDesign document
(ie. lines, shapes, icons, etc.)
CS3, CS4, CS5
(included if using CS5.5-CC, but only if using the
Articles Panel or directly applying an Object Export
setting)
20
Preparing Your InDesign Files for ePub Export (updated for CC)
Ron Bilodeau
References  Resources
•	http://silvadeau.wordpress.com/
My blog that I use to post helpful information about InDesign, eBooks, and other things that I find interesting.
I could use some more content and am always interested in attempting to solve real-world workflow and eBook problems.
So if you have any problems or suggestions, please pass them along.
•	http://indesignsecrets.com/
The world’s #1 resource for all things InDesign.
•	http://www.pigsgourdsandwikis.com/
Liz Castro’s blog, which is a great resource for ePub-related info, updates, and tips.
•	http://www.rorohiko.com/
Great source for InDesign scripts and plugins that are geared toward automating your workflows.
They also offer top-notch custom scripting.
•	http://in-tools.com/
Another great source for InDesign scripts and plugins for automation.
•	http://www.automatication.com/
Creator of Multi-Find/Change, which is (by far) my favorite InDesign plugin. I use it daily to quickly and easily wipe out
many otherwise tedious and time-consuming tasks.
•	http://idpf.org/
The global trade and standards association for electronic publishing.
21

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  • 1. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau Silvadeau Consulting eBook Conversion/Custom Workflows http://silvadeau.wordpress.com/ ron.bilodeau@gmail.com O’Reilly Media, Inc. Production & Design Specialist http://www.oreilly.com ron@oreilly.com 1
  • 2. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau Organized Content Flow Options for controlling the order of your content when exported to ePub: 1. Single text flow with linked frames 2. Order based on XML Structure 2
  • 3. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau 3. Order based on Articles Panel (New as of CS5.5) Organized Content Flow (cont.) Options for controlling the order of your content when exported to ePub: 3
  • 4. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau Consistent Use of Styles Always create and use Paragraph and character styles to style text. And, if you prefer to have more control over how your styles are named when exported to ePub (like I do), there is now an Export Tagging tab inside the Paragraph and Character Style Options (introduced in CS5.5). This can be used to specify “Tag” and “Class” attributes for your document styles. There is also an option to “Split” the ePub xhtml file when the style is used (this is useful for things like titles, headers, etc.). 4
  • 5. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau Figure Preparation Controlling figure ordering when exported to ePub From page 2 of this presentation, if you are using option 1 (Single text flow with linked frames) for your Content Flow Organi- zation, then you need to place your figures using 1 of the following 2 options: Inline Anchored *If you use the XML Structure Pane or Articles Panel to dictate the order of your figures, then you do not need to apply the Inline or Anchored options listed above. 5
  • 6. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau Figure Preparation (cont.) Applying Figure export settings New (as of CS5), is the Object Export Options dialog. When exporting for ePub, this dialog can be used to set Custom Rasterization, Custom Image Alignment Spacing, and also Alt Text. (None) (Default) (Fixed) (Relative to Text Flow) (Relative to Text Size) (Custom Width) (Custom Height) (JPEG) (GIF) (PNG) (72) (96) (150) (300) (Default) (Use Existing Image for Graphic Objects) (Rasterize Container) (Rasterize Content) These settings are not exclusive to linked figures. You can also use this dialog to tell InDesign to export any Object (or group of Objects) as a single optimized ePub-ready image. (Float Left) (Float Right) (Alignment Spacing) This drop-down contains a variety of epub:types that can be used to tag various HTML elements within the exported ePub file. 6
  • 7. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau Interactive Navigation Hyperlinks and Cross-References If your hyperlinks and cross-references are properly set up using InDesign’s built-in functionality, then they will translate seemlessly to clickable hyperlinks when exported to ePub.* Footnotes Properly set up footnotes will also translate seemlessly to clickable hyperlinks when exported to ePub. The footnote reference link will take you to the footnote. Then, clicking the number at the beginning of the footnote will take you back to the reference. * There is a bug in CS5 that breaks some of these hyperlinks, but it is fixed as of CS5.5 7
  • 8. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau Interactive Navigation (cont.) InDesign-Generated TOC If your file includes a properly generated Table of Contents, that too will be converted seemlessly to clickable hyperlinks when exported to ePub. 8
  • 9. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau Using the InDesign Book file If your project includes more than 1 InDesign file, then the Book file is necessary to properly export for ePub. Most of us are familiar with the benefits of using a Book file for print production, such as pagination and style-syncing. But it is just as important for ePub export of multiple InDesign files (if not more so). Here are some ePub-specific things that a Book file does for you: • Dictates the order of your ePub xhtml files • One-step export to ePub • Book Style Source used to indicate location of ePub TOC and File Info (metadata) • Also used to sync and update style and cross-reference information across included documents 9
  • 10. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau Including Metadata In order to have InDesign include some basic metadata with your exported ePub file, you need to add it to the Description tab within the File Info dialog (File/File Info...). You only need to add this information to 1 of your InDesign files (if there are more than 1), but make sure that it is the file designated by the Book panel as the style source. As of CS5.5, the date info is added automatically, based on the day the ePub file is created. 10
  • 11. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau Setting up the ePub TOC The Table of Contents Styles dialog that is used to create an auto-generated TOC for print is also the same dialog that is used to create the built-in ePub TOC (toc.ncx (ePub 2.0) and/or toc.xhtml (ePub 3.0)), that is accessible by most, if not all, ePub readers. If you already have a TOC set up that includes the same styles that you would want in your ePub, then there is no need to cre- ate another style. Just select that one when exporting to ePub. But if you don’t already have one, it is very easy to set up. You only need to worry about 3 fields in the dialog when setting it up for ePub: • TOC Style (Give it a name) • Include Paragraph Styles (these are the styles that will create your entries) • Make sure to check the Make text anchor in source paragraph option (otherwise the ePub links will be broken) Once the TOC Style is established, just save it and that is it. (But make sure that it lives in the file that is established as the style source in your Book panel.) When you are ready to export your files to ePub, select it from the drop-down list in the Export Options dialog. 11
  • 12. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau ePub Export Settings (CC) General Tab (EPUB 2.0.1) (EPUB 3.0) (Based on Page Layout) (Same as XML Structure) (Same as Articles Panel) (None) (Rasterize First Page) (Choose Image) Drop down menu to select pre- defined ePub TOC information (see previous page) Split Document settings 12
  • 13. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau ePub Export Settings (CC) (cont.) Text Tab (Map to Unordered Lists) (Convert to Text) (Map to Ordered Lists) (Map to Static Ordered Lists) (Convert to Text) (End of the section (Endnotes)) (After paragraph) (Inside a pop-up (EPUB 3.0)) 13
  • 14. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau ePub Export Settings (CC) (cont.) Object Tab Check this option only if you wish to ignore individual Object Export Options settings and use the above settings for all objects in your document(s) (Fixed) (Relative to text flow) (Align Left) (Align Center) (Align Right) (Before Image) (After Image) (Before and After Image) 14
  • 15. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau ePub Export Settings (CC) (cont.) Conversion Settings Tab These Image options are similar to the Object Export Options (page 6), but will be applied to any objects with no individual Object Export Options selected 15
  • 16. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau ePub Export Settings (CC) (cont.) CSS Tab You can now add a custom Stylesheet (or multiple), in addition to the one that InDesign generates automatically This option will create extra stylesheet elements to account for Style overrides ePub Margin settings for readers that support this option 16
  • 17. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau ePub Export Settings (CC) (cont.) JavaScript Tab If you have a custom JavaScript file for your ePub, you can add it here 17
  • 18. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau ePub Export Settings (CC) (cont.) Metadata Tab The Identifier and Date fields will auto-populate on export if left empty 18
  • 19. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau ePub Export Settings (CC) (cont.) Viewing Apps Tab 19
  • 20. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau What is not included when exporting to ePub • Master page elements headers, footers, page numbers, tabs, etc. • InDesign-generated TOC CS3, CS4, CS5 (included if using CS5.5-CC) • InDesign-generated Index CS3, CS4, CS5, CS5.5, CS6 (index links now work if using CC) • Paragraph Rules above and below • Nested Styles CS3, CS4, CS5 (included if using CS5.5-CC) • Any elements on the pasteboard • Fonts that are not OTF or TT or do not have the necessary embedable bits • Unchecked Article Panel elements Anything that exists in the Articles Panel, but is not checked, will not be included when exported to ePub • Any outlines that are created within the InDesign document (ie. lines, shapes, icons, etc.) CS3, CS4, CS5 (included if using CS5.5-CC, but only if using the Articles Panel or directly applying an Object Export setting) 20
  • 21. Preparing Your InDesign Files for ePub Export (updated for CC) Ron Bilodeau References Resources • http://silvadeau.wordpress.com/ My blog that I use to post helpful information about InDesign, eBooks, and other things that I find interesting. I could use some more content and am always interested in attempting to solve real-world workflow and eBook problems. So if you have any problems or suggestions, please pass them along. • http://indesignsecrets.com/ The world’s #1 resource for all things InDesign. • http://www.pigsgourdsandwikis.com/ Liz Castro’s blog, which is a great resource for ePub-related info, updates, and tips. • http://www.rorohiko.com/ Great source for InDesign scripts and plugins that are geared toward automating your workflows. They also offer top-notch custom scripting. • http://in-tools.com/ Another great source for InDesign scripts and plugins for automation. • http://www.automatication.com/ Creator of Multi-Find/Change, which is (by far) my favorite InDesign plugin. I use it daily to quickly and easily wipe out many otherwise tedious and time-consuming tasks. • http://idpf.org/ The global trade and standards association for electronic publishing. 21