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Preparing for ePub 3

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Presentation for the BISG in a series about ePub, the next generation format for eBooks.

Published in: Technology, Business

Preparing for ePub 3

  1. 1. Working with EPUB 3.0:How EPUB 3.0 Will Affect Your WorkflowWebcast 2 of 4 in a special series on Understanding Produced by:EPUB 3.0, co-presented by the Book Industry StudyGroup and Digital Book World.Today’s program will begin at 1:00 p.m. Eastern.All participant phone lines are muted.We’ll welcome your questions/comments at the end. Sponsored by:
  2. 2. The EPUB 3.0 Webcast Series is produced by www.bisg.org www.digitalbookworld.com eboundcanada.orgSponsored by © 2012, Book Industry Study Group | © 2012, Digital Book World | Slide
  3. 3. Introducing EPUB 3.0: Getting Under the Hood of the New EPUB 3.0 Spec Tues, Feb 21, 2012 from 1pm to 2pm Eastern  The full Working with EPUB 3.0:EPUB 3.0 How EPUB 3.0 Will Affect Your WorkflowWebcast Tues, Feb 28, 2012 from 1pm to 2pm EasternSeries…   An Alternative to EPUB 3.0: Inside the New Kindle Format 8 (KF8) Tues, March 6, 2012 from 1pm to 2pm Eastern   EPUB 3.0 in Action: Case Study Presented by Kaplan Publishing Tues, March 13, 2012 from 1pm to 2pm Eastern © 2012, Book Industry Study Group | © 2012, Digital Book World | Slide
  4. 4. Introducing EPUB 3.0: Getting Under the Hood of the New EPUB 3.0 Spec Tues, Feb 21, 2012 from 1pm to 2pm Eastern  The full Working with EPUB 3.0:EPUB 3.0 How EPUB 3.0 Will Affect Your WorkflowWebcast Tues, Feb 28, 2012 from 1pm to 2pm EasternSeries…   An Alternative to EPUB 3.0: Inside the New Kindle Format 8 (KF8) Tues, March 6, 2012 from 1pm to 2pm Eastern   EPUB 3.0 in Action: Case Study Presented by Kaplan Publishing Tues, March 13, 2012 from 1pm to 2pm Eastern © 2012, Book Industry Study Group | © 2012, Digital Book World | Slide
  5. 5. Introducing EPUB 3.0: Getting Under the Hood of the New EPUB 3.0 Spec Tues, Feb 21, 2012 from 1pm to 2pm Eastern  The full Working with EPUB 3.0:EPUB 3.0 How EPUB 3.0 Will Affect Your WorkflowWebcast Tues, Feb 28, 2012 from 1pm to 2pm EasternSeries…   An Alternative to EPUB 3.0: Inside the New Kindle Format 8 (KF8) Tues, March 6, 2012 from 1pm to 2pm Eastern   EPUB 3.0 in Action: Case Study Presented by Kaplan Publishing Tues, March 13, 2012 from 1pm to 2pm Eastern © 2012, Book Industry Study Group | © 2012, Digital Book World | Slide
  6. 6. Introducing EPUB 3.0: Getting Under the Hood of the New EPUB 3.0 Spec Tues, Feb 21, 2012 from 1pm to 2pm Eastern  The full Working with EPUB 3.0:EPUB 3.0 How EPUB 3.0 Will Affect Your WorkflowWebcast Tues, Feb 28, 2012 from 1pm to 2pm EasternSeries…   An Alternative to EPUB 3.0: Inside the New Kindle Format 8 (KF8) Tues, March 6, 2012 from 1pm to 2pm Eastern   EPUB 3.0 in Action: Case Study Presented by Kaplan Publishing Tues, March 13, 2012 from 1pm to 2pm Eastern © 2012, Book Industry Study Group | © 2012, Digital Book World | Slide
  7. 7. Today’s Panelists • Moderators ▫ Matthew Mullin, DBW ▫ Angela Bole, BISG • Presenter ▫ Ron Severdia, CTO, Metrodigi © 2012, Book Industry Study Group | © 2012, Digital Book World | Slide
  8. 8. the epub3 workflow Ron Severdia, CTO, Metrodigi
  9. 9. about
  10. 10. about metrodigi
  11. 11. about metrodigi• Conversion house around for about 2 years in the San Francisco Bay Area, member of the IDPF
  12. 12. about metrodigi• Conversion house around for about 2 years in the San Francisco Bay Area, member of the IDPF• Clientele: Time, Salesforce.com, Apple, Triumph, etc.
  13. 13. about metrodigi• Conversion house around for about 2 years in the San Francisco Bay Area, member of the IDPF• Clientele: Time, Salesforce.com, Apple, Triumph, etc.• Focused on highly-designed and über-interactive eBooks
  14. 14. about metrodigi• Conversion house around for about 2 years in the San Francisco Bay Area, member of the IDPF• Clientele: Time, Salesforce.com, Apple, Triumph, etc.• Focused on highly-designed and über-interactive eBooks• Fanatical about books in every way and love “resurrecting” old books in digital form
  15. 15. the holy grail?
  16. 16. the way we were
  17. 17. the way we were• ePub was born Sept. 2007 from Open eBook
  18. 18. the way we were• ePub was born Sept. 2007 from Open eBook• eInk was predominant (first eInk Kindle released Nov. 2007)
  19. 19. the way we were• ePub was born Sept. 2007 from Open eBook• eInk was predominant (first eInk Kindle released Nov. 2007)• ePub2 came mid-2010
  20. 20. not the holy grail
  21. 21. but...
  22. 22. ePub3: Dawn of a new era
  23. 23. timing is everything
  24. 24. timing is everythingHarmonic convergence forePub3:
  25. 25. timing is everythingHarmonic convergence forePub3:• HTML5 is all but ratified and Flash is going away for mobile devices
  26. 26. timing is everythingHarmonic convergence forePub3:• HTML5 is all but ratified and Flash is going away for mobile devices• CSS3 is well underway with a decent amount of browser support
  27. 27. timing is everythingHarmonic convergence forePub3:• HTML5 is all but ratified and Flash is going away for mobile devices• CSS3 is well underway with a decent amount of browser support• JavaScript frameworks are
  28. 28. what’s new?
  29. 29. YES!
  30. 30. YES!• XHTML5 (and semantic markup) and CSS3
  31. 31. YES!• XHTML5 (and semantic markup) and CSS3• Audio & video (local AND remote, also media overlays)
  32. 32. YES!• XHTML5 (and semantic markup) and CSS3• Audio & video (local AND remote, also media overlays)• JavaScript
  33. 33. YES!• XHTML5 (and semantic markup) and CSS3• Audio & video (local AND remote, also media overlays)• JavaScript• MathML (just a subset)
  34. 34. YES!• XHTML5 (and semantic markup) and CSS3• Audio & video (local AND remote, also media overlays)• JavaScript• MathML (just a subset)• Global language support (LTR, RTL, vertical writing)
  35. 35. deprecated
  36. 36. deprecated• Buh bye, DTbook
  37. 37. deprecated• Buh bye, DTbook• Tours
  38. 38. deprecated• Buh bye, DTbook• Tours• Guide (though Apple will continue to use it — you should use the NCX file instead)
  39. 39. deprecated• Buh bye, DTbook• Tours• Guide (though Apple will continue to use it — you should use the NCX file instead)
  40. 40. deprecated• Buh bye, DTbook• Tours• Guide (though Apple will continue to use it — you should use the NCX file instead) So long...we hardly knew ya!
  41. 41. terminology/structure
  42. 42. terminology/structure• Open Publication Structure 2.0.1 becomes ePub Content Documents 3.0 (BIG change)
  43. 43. terminology/structure• Open Publication Structure 2.0.1 becomes ePub Content Documents 3.0 (BIG change)• Open Package Format 2.0.1 becomes ePub Publications 3.0 (little change)
  44. 44. terminology/structure• Open Publication Structure 2.0.1 becomes ePub Content Documents 3.0 (BIG change)• Open Package Format 2.0.1 becomes ePub Publications 3.0 (little change)• Open Container Format 2.0.1 updated to 3.0
  45. 45. terminology/structure• Open Publication Structure 2.0.1 becomes ePub Content Documents 3.0 (BIG change)• Open Package Format 2.0.1 becomes ePub Publications 3.0 (little change)• Open Container Format 2.0.1 updated to 3.0• New spec for NCX file: ePub Publications 3.0
  46. 46. terminology/structure• Open Publication Structure 2.0.1 becomes ePub Content Documents 3.0 (BIG change)• Open Package Format 2.0.1 becomes ePub Publications 3.0 (little change)• Open Container Format 2.0.1 updated to 3.0• New spec for NCX file: ePub Publications 3.0 Overall, much more unified from a structure and code standpoint.
  47. 47. CSS
  48. 48. CSS• CSS3 . . .sorta—CSS 2.1 support plus select CSS 3 attributes
  49. 49. CSS• CSS3 . . .sorta—CSS 2.1 support plus select CSS 3 attributes• Multi-column layouts
  50. 50. CSS• CSS3 . . .sorta—CSS 2.1 support plus select CSS 3 attributes• Multi-column layouts• Directional printing
  51. 51. CSS• CSS3 . . .sorta—CSS 2.1 support plus select CSS 3 attributes• Multi-column layouts• Directional printing• Uses vendor prefixes (-epub-text-align-last) for CSS 3
  52. 52. CSS• CSS3 . . .sorta—CSS 2.1 support plus select CSS 3 attributes• Multi-column layouts• Directional printing• Uses vendor prefixes (-epub-text-align-last) for CSS 3
  53. 53. audio & video
  54. 54. audio & video• Nothing new, but now an official standard
  55. 55. audio & video• Nothing new, but now an official standard• MP3 at minimum
  56. 56. audio & video• Nothing new, but now an official standard• MP3 at minimum• MP4/AAC optional
  57. 57. audio & video• Nothing new, but now an official standard• MP3 at minimum• MP4/AAC optional• Media overlays to do Read Aloud and TTS (via SMIL, PLS, or SSML)
  58. 58. audio & video• Nothing new, but now an official standard• MP3 at minimum• MP4/AAC optional• Media overlays to do Read Aloud and TTS (via SMIL, PLS, or SSML)• No specific video format (depends on the device)
  59. 59. gravy
  60. 60. gravy• Accessibility
  61. 61. gravy• Accessibility• Content switching
  62. 62. gravy• Accessibility• Content switching• SVG (now in the spine too)
  63. 63. gravy• Accessibility• Content switching• SVG (now in the spine too)• Readium: an open source project by the IDPF to promote the ePub 3 standard
  64. 64. gone soft
  65. 65. gone softFor many items in the specifications, reader systemsupport is not mandatory:
  66. 66. gone softFor many items in the specifications, reader systemsupport is not mandatory:• Video (especially on eInk devices)
  67. 67. gone softFor many items in the specifications, reader systemsupport is not mandatory:• Video (especially on eInk devices)• Audio
  68. 68. gone softFor many items in the specifications, reader systemsupport is not mandatory:• Video (especially on eInk devices)• Audio• JavaScript
  69. 69. gone softFor many items in the specifications, reader systemsupport is not mandatory:• Video (especially on eInk devices)• Audio• JavaScript• Media overlays
  70. 70. gone softFor many items in the specifications, reader systemsupport is not mandatory:• Video (especially on eInk devices)• Audio• JavaScript• Media overlays• Canonical Fragment Identifier (not quite ready for
  71. 71. devices
  72. 72. device support
  73. 73. device support• In short: all over the map
  74. 74. device support• In short: all over the map• Most devices support what I call “ePub 2.5”
  75. 75. device support• In short: all over the map• Most devices support what I call “ePub 2.5”• Backwards compatibility with ePub 2.0.1 remains to be seen
  76. 76. device support• In short: all over the map• Most devices support what I call “ePub 2.5”• Backwards compatibility with ePub 2.0.1 remains to be seen• We focus on the “fab four”: iPad, Kindle Fire, Nook Color/Tablet, and Kobo Vox.
  77. 77. device support• In short: all over the map• Most devices support what I call “ePub 2.5”• Backwards compatibility with ePub 2.0.1 remains to be seen• We focus on the “fab four”: iPad, Kindle Fire, Nook Color/Tablet, and Kobo Vox.• Still “wet cement”
  78. 78. device support Today Future Bits ‘n’ bobs Likely in 2012 No* No* Bits ‘n’ bobs Mid-2012 (with DRP) Bits ‘n’ bobs Likely in 2012
  79. 79. workflow
  80. 80. workflow: 1. planning 2. design 3. preflight4. production
  81. 81. workflow: planning
  82. 82. workflow: planning• Make ePub part of your print publishing workflow, not an afterthought
  83. 83. workflow: planning• Make ePub part of your print publishing workflow, not an afterthought• Font and media licensing
  84. 84. workflow: planning• Make ePub part of your print publishing workflow, not an afterthought• Font and media licensing• Media production, plan your enhancements (don’t go overboard—serve
  85. 85. workflow: planning
  86. 86. workflow: planning• Marketing plan— “piggyback” your efforts on the print release
  87. 87. workflow: planning• Marketing plan— “piggyback” your efforts on the print release• Fixed-layout or reflowable
  88. 88. workflow: planning• Marketing plan— “piggyback” your efforts on the print release• Fixed-layout or reflowable• Horizontal or vertical
  89. 89. workflow: planning• Marketing plan— “piggyback” your efforts on the print release• Fixed-layout or reflowable• Horizontal or vertical• Metadata gathering— determine the most
  90. 90. workflow: planning
  91. 91. workflow: planning• To DRM or not to DRM
  92. 92. workflow: planning• To DRM or not to DRM• The “iBooks Author Question”
  93. 93. planning: reality bites
  94. 94. planning: reality bites• Cross device user experience can’t currently be consistent
  95. 95. planning: reality bites• Cross device user experience can’t currently be consistent• Amazon is only halfway embracing ePub and not likely to change course
  96. 96. planning: reality bites• Cross device user experience can’t currently be consistent• Amazon is only halfway embracing ePub and not likely to change course• Reader system support varied
  97. 97. the “big one”
  98. 98. Your eBook will not look and behave just likeyour print publication. Nor should it!
  99. 99. workflow: design
  100. 100. workflow: design• Overall sizing of page elements (especially on 7” screens) when viewed vertical vs. horizontal and single page vs. spreads
  101. 101. workflow: design• Overall sizing of page elements (especially on 7” screens) when viewed vertical vs. horizontal and single page vs. spreads• Final aspect ratio(s)
  102. 102. workflow: design• Overall sizing of page elements (especially on 7” screens) when viewed vertical vs. horizontal and single page vs. spreads• Final aspect ratio(s)• Relative font sizes (especially on 7”
  103. 103. workflow: design
  104. 104. workflow: design• Create templates for individual devices or a “shared” template for multiple devices, including “hot zones”
  105. 105. workflow: design• Create templates for individual devices or a “shared” template for multiple devices, including “hot zones”• Create stock interactive page elements to reuse in layouts as placeholders, e.g. buttons, videos
  106. 106. workflow: design
  107. 107. workflow: design• Different layouts for different screen sizes, but same look & feel
  108. 108. workflow: design• Different layouts for different screen sizes, but same look & feel• Orientation and format
  109. 109. workflow: design• Different layouts for different screen sizes, but same look & feel• Orientation and format• White space can be valuable real estate
  110. 110. workflow: design• Different layouts for different screen sizes, but same look & feel• Orientation and format• White space can be valuable real estate• Use InDesign object,
  111. 111. workflow: design
  112. 112. workflow: design• Break up large pieces of content into bite-sized bits. You don’t have to always replicate the printed page! (but sometimes it’s nice)
  113. 113. workflow: design• Break up large pieces of content into bite-sized bits. You don’t have to always replicate the printed page! (but sometimes it’s nice)• To show larger items, use pop-
  114. 114. workflow: preflight
  115. 115. workflow: preflightCommon gotchas:
  116. 116. workflow: preflightCommon gotchas:• Fonts not the right format or missing
  117. 117. workflow: preflightCommon gotchas:• Fonts not the right format or missing• Low res or missing images
  118. 118. workflow: preflightCommon gotchas:• Fonts not the right format or missing• Low res or missing images• Double-check InDesign package exports!
  119. 119. workflow: preflightCommon gotchas:• Fonts not the right format or missing• Low res or missing images• Double-check InDesign package exports!• Easier when everything is all in one design file, not separate chapter files
  120. 120. workflow: preflightCommon gotchas:• Fonts not the right format or missing• Low res or missing images• Double-check InDesign package exports!• Easier when everything is all in one design file, not separate chapter files• Don’t “flatten” PDFs
  121. 121. workflow: production
  122. 122. workflow: production• Prototype in PDF — faster, more flexible, multiple iterations in a short time
  123. 123. workflow: production• Prototype in PDF — faster, more flexible, multiple iterations in a short time• If hiring a conversion house for the first time, ask for a sample (you should feel very comfortable before committing)
  124. 124. workflow: production• Prototype in PDF — faster, more flexible, multiple iterations in a short time• If hiring a conversion house for the first time, ask for a sample (you should feel very comfortable before committing)• Build in extra QA time
  125. 125. workflow: production• Prototype in PDF — faster, more flexible, multiple iterations in a short time• If hiring a conversion house for the first time, ask for a sample (you should feel very comfortable before committing)• Build in extra QA time
  126. 126. workflow: production• Prototype in PDF — faster, more flexible, multiple iterations in a short time• If hiring a conversion house for the first time, ask for a sample (you should feel very comfortable before committing)• Build in extra QA timeLook into courses/books to train your in-house
  127. 127. roll up our sleeves
  128. 128. down & dirty: create
  129. 129. down & dirty: createA few tools to do ePub2 “guerrilla bookmaking”:
  130. 130. down & dirty: createA few tools to do ePub2 “guerrilla bookmaking”:• Sigil: http://code.google.com/p/sigil/
  131. 131. down & dirty: createA few tools to do ePub2 “guerrilla bookmaking”:• Sigil: http://code.google.com/p/sigil/• Calibre (from the manual: “If you need a tool that always produces valid EPUBs, calibre is not for you.”): http://calibre-ebook.com/ DO NOT USE FOR CREATION
  132. 132. down & dirty: createA few tools to do ePub2 “guerrilla bookmaking”:• Sigil: http://code.google.com/p/sigil/• Calibre (from the manual: “If you need a tool that always produces valid EPUBs, calibre is not for you.”): http://calibre-ebook.com/ DO NOT USE FOR CREATION• Online services
  133. 133. down & dirty: createA few tools to do ePub2 “guerrilla bookmaking”:• Sigil: http://code.google.com/p/sigil/• Calibre (from the manual: “If you need a tool that always produces valid EPUBs, calibre is not for you.”): http://calibre-ebook.com/ DO NOT USE FOR CREATION• Online services• Web development tools such as BBedit, etc.
  134. 134. down & dirty: validate
  135. 135. down & dirty: validateA few free tools to do ePub validating:
  136. 136. down & dirty: validateA few free tools to do ePub validating:• ePub Check: http://code.google.com/p/ epubcheck/
  137. 137. down & dirty: validateA few free tools to do ePub validating:• ePub Check: http://code.google.com/p/ epubcheck/• IDPF Online Validator (less than 10mb): http://validator.idpf.org/
  138. 138. down & dirty: validateA few free tools to do ePub validating:• ePub Check: http://code.google.com/p/ epubcheck/• IDPF Online Validator (less than 10mb): http://validator.idpf.org/• FlightCrew: http://code.google.com/p/ flightcrew/
  139. 139. down & dirty: readers
  140. 140. down & dirty: readersA few free tools to do ePub reading:
  141. 141. down & dirty: readersA few free tools to do ePub reading:• Readium (ePub 3): http://readium.org
  142. 142. down & dirty: readersA few free tools to do ePub reading:• Readium (ePub 3): http://readium.org• Azardi (ePub 3): http:// azardi.infogridpacific.com/
  143. 143. down & dirty: readersA few free tools to do ePub reading:• Readium (ePub 3): http://readium.org• Azardi (ePub 3): http:// azardi.infogridpacific.com/• Calibre (ePub 2.5): http://calibre-ebook.com
  144. 144. down & dirty: readersA few free tools to do ePub reading:• Readium (ePub 3): http://readium.org• Azardi (ePub 3): http:// azardi.infogridpacific.com/• Calibre (ePub 2.5): http://calibre-ebook.com• Kitabu (ePub 2): http://www.64.ee/
  145. 145. down & dirty: samples
  146. 146. down & dirty: samples
  147. 147. down & dirty: samples• ePub3 Samples (IDPF is looking for more!) http://code.google.com/p/epub-samples/ downloads/list
  148. 148. tips
  149. 149. golden rule: KISS
  150. 150. golden rule: KISS• Design: both design & code are both grid-based so for best optimization, stick to the grid.
  151. 151. golden rule: KISS• Design: both design & code are both grid-based so for best optimization, stick to the grid.• Code Structure: limit the tricks used in average web markup, simple page structure
  152. 152. golden rule: KISS
  153. 153. golden rule: KISS• User Experience: keep a natural connection between enhancements and the main story— don’t overdo it
  154. 154. golden rule: KISS• User Experience: keep a natural connection between enhancements and the main story— don’t overdo it• Usability: make sure it’s intuitive and not to difficult to use the enhancements
  155. 155. what’s next?
  156. 156. to the future!
  157. 157. epub4better, faster, even makes toast
  158. 158. thank you
  159. 159. Thank you! Questions? Produced by: • Matt Mullin, DBW ▫ Matthew.Mullin@fwmedia.com • Angela Bole, BISG Sponsored by: ▫ Angela@bisg.org • Ron Severdia, Metrodigi ▫ rseverdia@metrodigi.com © 2012, Book Industry Study Group | © 2012, Digital Book World | Slide
  160. 160. Introducing EPUB 3.0: Getting Under the Hood of the New EPUB 3.0 Spec Tues, Feb 21, 2012 from 1pm to 2pm Eastern  The full Working with EPUB 3.0:EPUB 3.0 How EPUB 3.0 Will Affect Your WorkflowWebcast Tues, Feb 28, 2012 from 1pm to 2pm EasternSeries…   An Alternative to EPUB 3.0: Inside the New Kindle Format 8 (KF8) Tues, March 6, 2012 from 1pm to 2pm Eastern   EPUB 3.0 in Action: Case Study Presented by Kaplan Publishing Tues, March 13, 2012 from 1pm to 2pm Eastern © 2012, Book Industry Study Group | © 2012, Digital Book World | Slide
  161. 161. Introducing EPUB 3.0: Getting Under the Hood of the New EPUB 3.0 Spec Tues, Feb 21, 2012 from 1pm to 2pm Eastern  The full Working with EPUB 3.0:EPUB 3.0 How EPUB 3.0 Will Affect Your WorkflowWebcast Tues, Feb 28, 2012 from 1pm to 2pm EasternSeries…   An Alternative to EPUB 3.0: Inside the New Kindle Format 8 (KF8) Tues, March 6, 2012 from 1pm to 2pm Eastern   EPUB 3.0 in Action: Case Study Presented by Kaplan Publishing Tues, March 13, 2012 from 1pm to 2pm Eastern © 2012, Book Industry Study Group | © 2012, Digital Book World | Slide

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