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EPUB and the Open Web Platform 
as the 
Fundament for Education 
Publishing 
EDUPUB Tokyo 2014 
September 18, 2014 
Bill McCoy and Markus Gylling 
International Digital Publishing Forum (IDPF)
International Digital Publishing Forum 
non-profit trade association, formed in 1999 
• 350+ member organizations from 45 countries 
(40% North America, 34% Asia, 21% Europe, 5% ROW) 
• Member organizations include publishers, service 
providers, e-retailers, reading system developers, 
libraries, educational institutions, government 
agencies, national and global industry bodies 
• Develop the EPUB standard
“Desktop Publishing” Was the First Step 
Towards “Digital Publishing” 
•The traditional publishing industry has progressively adopted digital 
technologies since the 1980s 
•PostScript, PDF, and XML 
•These technologies were adopted primarily to optimize print output, with 
digital distribution and especially digital consumption as afterthoughts 
•Even now with eBooks widely adopted in some geographies, the majority of 
revenue still comes from print for almost all titles, and most publishers are 
still operating in a “print first, digital later” mindset
Day3 edupub tokyo_idpf
Day3 edupub tokyo_idpf
Day3 edupub tokyo_idpf
Day3 edupub tokyo_idpf
Day3 edupub tokyo_idpf
Day3 edupub tokyo_idpf
Day3 edupub tokyo_idpf
Day3 edupub tokyo_idpf
Day3 edupub tokyo_idpf
EPUB makes the Web Platform 
work for portable documents 
• Structured 
• Navigable 
• Packaged 
• Metadata 
• Reliable
<.epub File Structure> 
• .ZIP-compatible archive containing: 
14 
mimetype 
META-INF/ 
container.xml 
[manifest.xml] 
[metadata.xml] 
[signatures.xml] 
[encryption.xml] 
[rights.xml] 
content/ 
Great_Expectations.opf 
cover.html 
chapters/ 
chapter01.html 
chapter02.html 
… 
assets/ 
style.css 
image1.jpg 
…
EPUB 3 and Accessibility 
•EPUB 3 designed to fully meet all requirements for accessibility to people 
with blindness and other print disabilities 
•IDPF has actively partnered with DAISY Consortium on EPUB accessibility 
•DAISY DTBook format being superseded in favor of EPUB 3 in order to 
“mainstream” accessibility features 
•EPUB 3 is a superset of DAISY functionality 
•Governments and stakeholders around the world in the process of 
mandating use of EPUB 3 to meet accessibility mandates
XML first in novels 
from books to ebooks 
Page 
layout on 
XML 
Light Semantics 
Content driven 
Author 
word 
files 
XML conversion 
and editing 
Manuscript 
corrections 
Hachette Livre 
start in 2001 
Printer 
DAM 
Images 
XML to EPUBs 
conversion 
PDF print file 
XML file 
EPUB file 
Content 
proofing 
25/03/2013 16
Fixed Layout production 
Layout driven 
InDesign to Fixed Layout 
• InDesign Scripting and IDML export 
• Conversion to HTML5 with absolute positioning 
25/03/2013 17
Fixed Layout production 
Layout driven 
PDF to Fixed Layout 
• SVG export with appropriate tools 
• Use SVG directly in spine 
25/03/2013 18
Fixed Layout production 
Layout driven 
PDF to Fixed Layout Images 
• High quality image export form PDF 
• Embed images in HTML5 files 
25/03/2013 19
Innovation in Digital Publishing and Putting the User First 
New Publishing 
Models: 
Reference 
Modules 
新出版模式 
• Trustworthy 
• Current & e-first 
• Discoverable 
• Hosted on ScienceDirect 
Adding Value 
to Content: 
Enhanced 
e-books 
富媒体电子书 
• Data manipulation 
• Calculations & formulae 
• Virtual micriscopes 
• ePub3 today 
Digitizing 
Important 
Historical 
Content: 
Legacy 
历史资源数字化 
• Foundational Science 
• Easy to find and access 
• Save shelf space 
• Archival rights 
Understanding Researcher 
User Needs: 
了解用户需求 
• User Centered Design 
• Integrated Content 
• Enriched Content 
• Tools
Practical Benefits of Adopting EPUB 
•Lower costs of developing content that can flow to multiple devices and be 
distributed via multiple channels 
•Leverage Web Standards without the complexity of full-stack web app development 
•Utilize off-the-shelf authoring tools and distribution options 
•Utilize free, open source technologies 
•Enable content to conveniently flow into and out of your organization/territory as 
dictated by the business case 
•Deliver on accessibility mandates 
•Support evolution from “digitization” to native-digital storytelling with interactivity, 
rich media, etc. 
•Leverage continued stream of community-driven innovation around EPUB
EPUB Global Adoption 
•EPUB 2 (previous version, pre-HTML5) widely proliferated for eBooks 
•Reading System support for EPUB 3 rapidly increasing 
•Apple iBooks, Google Play Books, Kobo, Sony, VitalSource 
•Open Source development: Readium.org 
•IDPF collaborating w/ BISG on epubtest.org test suite and reporting 
•EPUB 3 authoring tool options increasing 
•Apps from high-end (Adobe InDesign supports fixed-layout and 
reflowable EPUB 3) to mass-market (Apple Pages exports EPUB 3) 
•Specialized workflow tools (Aerbook, Metrodigi Chaucer, Aquafadas, …) 
•Japan has holistically adopted EPUB 3 
•EPUB adopted for both trade eBooks and e-Manga 
•Education industry rapidly converging on EPUB 3 for e-textbooks (EDUPUB)
What is the EDUPUB Alliance? 
• A global community for focused coordination of ongoing 
work among multiple standards organizations and their 
stakeholders (currently IDPF, IMS Global, W3C) 
• Not YASO (Yet Another Standards Organization) 
creating EMFF (Even More File Formats) 
• A lightweight superstructure to help ensure that 
existing widely-adopted standards mesh and meet 
requirements of next-generation learning content 
• EDUPUB = Open Web Standards (inc. next-gen 
Portable Documents) + Educational Connectivity
The EDUPUB 2014 deliverable 
a comprehensive model for the interchange and deployment 
of educational content 
based on the Open Web Platform 
expressed as an integrated set of specifications including 
EPUB 3 (IDPF), LTI, QTI, Caliper (IMS) and other emerging 
standards
EPUB-centric Lens on EDUPUB 
Equip EPUB 3 with everything needed for EDU content: 
• Integrate existing IMS standards (QTI, LTI, Caliper) 
• Deliver general EPUB capabilities needed for EDU (annotations, 
widget API, discrete entities) 
• Develop EDU-semantic-enhanced profile of EPUB 3 
• Facilitate rapid implementation (Readium open source) 
EPUB adopters in general benefit: 
• EDU content pushes the envelope of required capabilities 
o Interactivity 
o Connectivity 
o Complex information design, 
o A11Y requirements
EDUPUB Alliance 2014 Deliverables: 
cheat sheet 
Content Context 
Structured profile of HTML5 
Assessments 
(Reflowable & Fixed Layout) 
Package-level metadata 
(edu, a11y) 
Outcomes services 
EDU structural semantics vocabulary Analytics services 
Discrete Entities (Markup & Packaging) 
Widgets (Markup, API & Packaging) 
Annotations (W3C OA adaption) 
Multiple Renditions (Dependency) 
26 
Implementation 
Open Source PoC based on Readium JS
Public Drafts Available Now: 
• EPUB 3 EDUPUB Profile public draft 2 released Sep 8 
http://idpf.org/epub/profiles/edu/spec/ 
● “Satellite Specs” referenced in EDUPUB Profile: 
● Open Annotation in EPUB http://idpf.org/epub/oa/ 
● EPUB Discrete Objects http://idpf.org/epub/do/ 
● EPUB Widgets Packaging and Integration 
● http://idpf.org/epub/widgets/ 
● And from IMS: Using Caliper Analytics, QTI and LTI 
with EPUB 3: EDUPUB Best 
Practices:http://www.imsglobal.org/edupub/index. 
html 
● http://idpf.org/ongoing
Notes on EDUPUB Accessibility support 
omnipresent 
Well-tempered, semantically rich markup/structure (HTML5 profile) 
Logical Reading Order 
ARIA 
Package-level schema.org a11y metadata 
optionally/conditionally present 
Media Overlays (synced hybrid text/audio, full or partial) 
TTS enhancements (PLS, SSML) 
Multiple Renditions (forthcoming) 
http://www.idpf.org/accessibility/guidelines/
EDUPUB Alliance: Roadmap ahead 
EDUPUB 2014 
Finalize current specification deliverables 
Work on OSS implementations (Readium, other) 
EDUPUB 2015… 
Gather input from community on EDUPUB 2014 feature set 
Identify critical next steps & who needs to be involved 
Planning EDUPUB Implementation Workshop: Phoenix Feb 26-28 2015
Day3 edupub tokyo_idpf
The Platform Game 
• The ICT landscape can be viewed as a set of specialized 
ecosystems, each comprising a “platform” 
• Tech firms often seek to establish their own platform(s) 
• Platforms generally exhibit “lock-in” 
• Switching costs 
• Network effects 
• Barriers to entry by competitors
Open Standards Encourage 
Interoperable Platforms 
• Lower barriers to entry 
• Lower switching costs between providers of 
platform components 
• Same tools, skills applicable across platforms 
• Promotes competition among multiple 
implementations of a given architecture 
• Network effects accrue across all adopters not 
solely a single platform provider 
• Open platforms as generative architectures
Adopting EPUB as your EDU content platform 
will increase your operational efficiency, and 
maximize your distribution opportunities 
EPUB and the overall Open Web Platform are 
fundamental to preventing lock-in to 
proprietary platforms 
We’re still just at the beginning of EDU 
publishing beyond paper: HTML5/EPUB will 
enable you to evolve from digitization of 
print to creating native digital content
Getting Involved 
http://epubzone.org 
http://idpf.org 
http://readium.org 
@idpf.org 
@billmccoy

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Day3 edupub tokyo_idpf

  • 1. EPUB and the Open Web Platform as the Fundament for Education Publishing EDUPUB Tokyo 2014 September 18, 2014 Bill McCoy and Markus Gylling International Digital Publishing Forum (IDPF)
  • 2. International Digital Publishing Forum non-profit trade association, formed in 1999 • 350+ member organizations from 45 countries (40% North America, 34% Asia, 21% Europe, 5% ROW) • Member organizations include publishers, service providers, e-retailers, reading system developers, libraries, educational institutions, government agencies, national and global industry bodies • Develop the EPUB standard
  • 3. “Desktop Publishing” Was the First Step Towards “Digital Publishing” •The traditional publishing industry has progressively adopted digital technologies since the 1980s •PostScript, PDF, and XML •These technologies were adopted primarily to optimize print output, with digital distribution and especially digital consumption as afterthoughts •Even now with eBooks widely adopted in some geographies, the majority of revenue still comes from print for almost all titles, and most publishers are still operating in a “print first, digital later” mindset
  • 13. EPUB makes the Web Platform work for portable documents • Structured • Navigable • Packaged • Metadata • Reliable
  • 14. <.epub File Structure> • .ZIP-compatible archive containing: 14 mimetype META-INF/ container.xml [manifest.xml] [metadata.xml] [signatures.xml] [encryption.xml] [rights.xml] content/ Great_Expectations.opf cover.html chapters/ chapter01.html chapter02.html … assets/ style.css image1.jpg …
  • 15. EPUB 3 and Accessibility •EPUB 3 designed to fully meet all requirements for accessibility to people with blindness and other print disabilities •IDPF has actively partnered with DAISY Consortium on EPUB accessibility •DAISY DTBook format being superseded in favor of EPUB 3 in order to “mainstream” accessibility features •EPUB 3 is a superset of DAISY functionality •Governments and stakeholders around the world in the process of mandating use of EPUB 3 to meet accessibility mandates
  • 16. XML first in novels from books to ebooks Page layout on XML Light Semantics Content driven Author word files XML conversion and editing Manuscript corrections Hachette Livre start in 2001 Printer DAM Images XML to EPUBs conversion PDF print file XML file EPUB file Content proofing 25/03/2013 16
  • 17. Fixed Layout production Layout driven InDesign to Fixed Layout • InDesign Scripting and IDML export • Conversion to HTML5 with absolute positioning 25/03/2013 17
  • 18. Fixed Layout production Layout driven PDF to Fixed Layout • SVG export with appropriate tools • Use SVG directly in spine 25/03/2013 18
  • 19. Fixed Layout production Layout driven PDF to Fixed Layout Images • High quality image export form PDF • Embed images in HTML5 files 25/03/2013 19
  • 20. Innovation in Digital Publishing and Putting the User First New Publishing Models: Reference Modules 新出版模式 • Trustworthy • Current & e-first • Discoverable • Hosted on ScienceDirect Adding Value to Content: Enhanced e-books 富媒体电子书 • Data manipulation • Calculations & formulae • Virtual micriscopes • ePub3 today Digitizing Important Historical Content: Legacy 历史资源数字化 • Foundational Science • Easy to find and access • Save shelf space • Archival rights Understanding Researcher User Needs: 了解用户需求 • User Centered Design • Integrated Content • Enriched Content • Tools
  • 21. Practical Benefits of Adopting EPUB •Lower costs of developing content that can flow to multiple devices and be distributed via multiple channels •Leverage Web Standards without the complexity of full-stack web app development •Utilize off-the-shelf authoring tools and distribution options •Utilize free, open source technologies •Enable content to conveniently flow into and out of your organization/territory as dictated by the business case •Deliver on accessibility mandates •Support evolution from “digitization” to native-digital storytelling with interactivity, rich media, etc. •Leverage continued stream of community-driven innovation around EPUB
  • 22. EPUB Global Adoption •EPUB 2 (previous version, pre-HTML5) widely proliferated for eBooks •Reading System support for EPUB 3 rapidly increasing •Apple iBooks, Google Play Books, Kobo, Sony, VitalSource •Open Source development: Readium.org •IDPF collaborating w/ BISG on epubtest.org test suite and reporting •EPUB 3 authoring tool options increasing •Apps from high-end (Adobe InDesign supports fixed-layout and reflowable EPUB 3) to mass-market (Apple Pages exports EPUB 3) •Specialized workflow tools (Aerbook, Metrodigi Chaucer, Aquafadas, …) •Japan has holistically adopted EPUB 3 •EPUB adopted for both trade eBooks and e-Manga •Education industry rapidly converging on EPUB 3 for e-textbooks (EDUPUB)
  • 23. What is the EDUPUB Alliance? • A global community for focused coordination of ongoing work among multiple standards organizations and their stakeholders (currently IDPF, IMS Global, W3C) • Not YASO (Yet Another Standards Organization) creating EMFF (Even More File Formats) • A lightweight superstructure to help ensure that existing widely-adopted standards mesh and meet requirements of next-generation learning content • EDUPUB = Open Web Standards (inc. next-gen Portable Documents) + Educational Connectivity
  • 24. The EDUPUB 2014 deliverable a comprehensive model for the interchange and deployment of educational content based on the Open Web Platform expressed as an integrated set of specifications including EPUB 3 (IDPF), LTI, QTI, Caliper (IMS) and other emerging standards
  • 25. EPUB-centric Lens on EDUPUB Equip EPUB 3 with everything needed for EDU content: • Integrate existing IMS standards (QTI, LTI, Caliper) • Deliver general EPUB capabilities needed for EDU (annotations, widget API, discrete entities) • Develop EDU-semantic-enhanced profile of EPUB 3 • Facilitate rapid implementation (Readium open source) EPUB adopters in general benefit: • EDU content pushes the envelope of required capabilities o Interactivity o Connectivity o Complex information design, o A11Y requirements
  • 26. EDUPUB Alliance 2014 Deliverables: cheat sheet Content Context Structured profile of HTML5 Assessments (Reflowable & Fixed Layout) Package-level metadata (edu, a11y) Outcomes services EDU structural semantics vocabulary Analytics services Discrete Entities (Markup & Packaging) Widgets (Markup, API & Packaging) Annotations (W3C OA adaption) Multiple Renditions (Dependency) 26 Implementation Open Source PoC based on Readium JS
  • 27. Public Drafts Available Now: • EPUB 3 EDUPUB Profile public draft 2 released Sep 8 http://idpf.org/epub/profiles/edu/spec/ ● “Satellite Specs” referenced in EDUPUB Profile: ● Open Annotation in EPUB http://idpf.org/epub/oa/ ● EPUB Discrete Objects http://idpf.org/epub/do/ ● EPUB Widgets Packaging and Integration ● http://idpf.org/epub/widgets/ ● And from IMS: Using Caliper Analytics, QTI and LTI with EPUB 3: EDUPUB Best Practices:http://www.imsglobal.org/edupub/index. html ● http://idpf.org/ongoing
  • 28. Notes on EDUPUB Accessibility support omnipresent Well-tempered, semantically rich markup/structure (HTML5 profile) Logical Reading Order ARIA Package-level schema.org a11y metadata optionally/conditionally present Media Overlays (synced hybrid text/audio, full or partial) TTS enhancements (PLS, SSML) Multiple Renditions (forthcoming) http://www.idpf.org/accessibility/guidelines/
  • 29. EDUPUB Alliance: Roadmap ahead EDUPUB 2014 Finalize current specification deliverables Work on OSS implementations (Readium, other) EDUPUB 2015… Gather input from community on EDUPUB 2014 feature set Identify critical next steps & who needs to be involved Planning EDUPUB Implementation Workshop: Phoenix Feb 26-28 2015
  • 31. The Platform Game • The ICT landscape can be viewed as a set of specialized ecosystems, each comprising a “platform” • Tech firms often seek to establish their own platform(s) • Platforms generally exhibit “lock-in” • Switching costs • Network effects • Barriers to entry by competitors
  • 32. Open Standards Encourage Interoperable Platforms • Lower barriers to entry • Lower switching costs between providers of platform components • Same tools, skills applicable across platforms • Promotes competition among multiple implementations of a given architecture • Network effects accrue across all adopters not solely a single platform provider • Open platforms as generative architectures
  • 33. Adopting EPUB as your EDU content platform will increase your operational efficiency, and maximize your distribution opportunities EPUB and the overall Open Web Platform are fundamental to preventing lock-in to proprietary platforms We’re still just at the beginning of EDU publishing beyond paper: HTML5/EPUB will enable you to evolve from digitization of print to creating native digital content
  • 34. Getting Involved http://epubzone.org http://idpf.org http://readium.org @idpf.org @billmccoy