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Global Adoption of Digital
Publishing, EPUB 3, and the
    Open Web Platform

              Bill McCoy
          Executive Director
International Digital Publishing Forum
                 (IDPF)
• IDPF mission: foster an
  open, global ecosystem
  for digital publishing



• Based on web standards
What is digital publishing?


Digitally distributing premium
content (that includes words)
What is content?


A combination of information
and experience
Why do people read books?


To get a job done
“People don’t want to buy a
quarter-inch drill, they want a
quarter-inch hole”
- Theodore Levitt
Newspapers help me…

• Become well-informed

• Unwind at the end of the day

• Kill commuting time

• Find my next car, or a job

• Unload this stuff
Three levels in the architecture of a job

• What is the fundamental job or problem the
  customer is facing? Includes functional,
  emotional and social dimensions

• What are the experiences in purchase and
  use which, if all provided, would sum up to
  nailing the job perfectly?

• What are the product attributes, technologies,
  features, etc. that are needed to deliver
  these experiences?
Three fundamental ways to
deliver content experiences


files, apps, and websites
vs.
Options for content in 1993…Files
Files      Apps       Websites
Options for content in 1997…Files
Files      Apps       Websites
Today’s Landscape…
Files        Apps     Websites
The Open Web Platform
Files        Apps      Websites
The Open Web Platform Technology “Stack”




                               Courtesy of W3C
Open Web Platform Specifications
   HTML 5                 SVG 1.1                 XMLHttpRequest

   CSS 2.1                WAI-ARIA 1.0            Selectors API

   CSS 3 Selectors        MathML 2.0              CSSOM View
                                                     Module
   CSS 3 Media            ECMAScript 5
    Queries                                         Cross-Origin
                           2D Context
                                                     Resource Sharing
   CSS 3 Text             WebGL
                                                    File API
   CSS 3 Backgrounds      Web Storage
    and Borders                                     RDFa
                           Indexed Database
   CSS 3 Colors                                    Microdata
                           Web Workers
   CSS 3 2D                                        WOFF
                           Web Sockets
    Transformations                                 HTTP 1.1 part 1 to
                            Protocol/API
   CSS 3 3D                                         part 7
                           Geolocation
    Transformations                                 TLS 1.2 (updated)
   CSS 3 Transitions      Server-Sent Events
                                                    IRI (updated)
   CSS 3 Animations       Element Traversal
                                                    …
   CSS 3 Multi-           DOM Level 3
    Columns                 Events

   CSS Namespaces         Media Fragments
EPUB 3 beyond HTML5

• A road-map for using the Open Web Platform to reliably deliver
  structured, interoperable, offline-usable content
• Specifies minimum required functionality for
      • Global language support
      • Accessibility
      • CSS layout and fonts
      • Core media types
• Defines capabilities needed for portable documents
      • Packaging
      • Logical structure and navigation
      • Metadata (publication- and element-level)
      • Declarative event bindings
      • Extensible media type support via structured JavaScript
      • Fine-grained references to content fragments
      • Synchronization of media playback with content rendering
EPUB 3 Directly Includes…
   HTML 5                 SVG 1.1                 XMLHttpRequest

   CSS 2.1                WAI-ARIA 1.0            Selectors API

   CSS 3 Selectors        MathML 2.0              CSSOM View
                                                     Module
   CSS 3 Media            ECMAScript 5
    Queries                                         Cross-Origin
                           2D Context
                                                     Resource Sharing
   CSS 3 Text             WebGL
                                                    File API
   CSS 3 Backgrounds      Web Storage
    and Borders                                     RDFa
                           Indexed Database
   CSS 3 Colors                                    Microdata
                           Web Workers
   CSS 3 2D                                        WOFF
                           Web Sockets
    Transformations                                 HTTP 1.1
                            Protocol/API
   CSS 3 3D                                        TLS 1.2
                           Geolocation
    Transformations
                                                    IRI
   CSS 3 Transitions      Server-Sent Events
                           Element Traversal       …
   CSS 3 Animations
   CSS 3 Multi-           DOM Level 3
    Columns                 Events

   CSS Namespaces         Media Fragments
EPUB 3 vs. EPUB 2 in 5 bullets
•   Styling & layout improvements for reflow
    content
       • CSS 2.1 + Select CSS 3 Modules
       • Embedded fonts
       • Alternate stylesheets (day/night, etc)
       • MathML

•   Fixed-layout content
       • Including SVG as first-class citizen

•   Interactivity and rich media
        • Scripting support

•   Accessibility support

•   Global Language support
EPUB 3 Early Adoption Being Driven
   By Need for New Capabilities

  •   Fixed-layout eBooks
         • Comics, manga, “coffee table” books

  •   Enhanced eBooks
        • Children’s, e-textbooks

  •   Japanese market
Categories of Digital Books
                                Semantics            Heavy



   Dictionaries
   Encyclopaedias                                   Travel guides
                             Management                                            Textbooks

            Wine guides              University,
                                                                    Cooking
                                     professional

Content                                                                                        Layout
driven                                                                                         driven
               History books                        Practical,
                                                    health
                                                                                  Comics, Mangas
     Essays                                                                       Graphic novels

     Novels,
     Romance                 Juvenile fiction                          Children   « Beaux livres »




  Courtesy: Hachette-LIvre                                                                           25
EPUB 3 Will Be Universally Supported
•Incremental improvements in styling & layout are broadly useful

•Accessibility is necessary for many, and provides benefits for all
   •Semantic markup, equations, text-to-speech, …

•Handling nuggets of fixed content within reflowable eBooks

•Alignment with modern browsers & the Open Web Platform

•Better specification of content & reading system conformance

•Publishers need a single unified workflow for content production
But, We Aren’t Quite There Yet!
•For novels and text-only linear non-fiction, in North America and
Europe, EPUB 2 is “good enough”

•EPUB 2 will get to Kindle and other platforms more easily for now

•More EPUB 2 authoring & generation tools available

•“Chicken and egg” syndrome thus lessens urgency for Reading
Systems to upgrade (a huge effort for Reading System developers)
   •Most used custom renderers not browser engine for EPUB 2

•Flash and native mobile/tablet eBook apps not dead yet

•Vendors still promoting proprietary “HTML5-based” alternatives
   •iBooks Author, Amazon Kindle KF8, Inkling Habitat, …
The Most Deceptive Three Words from
    a Proprietary Platform Vendor:
        “We’re HTML5 Based”
  •Innovations shouldn’t wait for standardization but there’s a fine line
  between nimble “innovating” and greedy “privatizing”

  •Vendors of proprietary solutions seek the cachet of openness and
  skill-set-transfer without actually being open or interoperable

  •Forks of Web Standards have generally failed or become niches
     •Mozilla XUL
     •OpenLaszlo
     •Adobe Flex & AIR
     •Adobe PDF XFA forms
Open Web Platform for Apps:
     The Landscape Is Still Messy
•Widgets
    •Apple Dashboard
    •SmartTV (inc. Yahoo! Widgets)
    •Facebook 3rd-Party Web Apps
•Full applications
    •Palm/HP WebOS
    •Windows 8 “Metro” apps
    •Chrome Installable Web Apps
    •Firefox OS (aka Boot-to-Gecko)
•Native app frameworks wrapping web-standards-based content
    •PhoneGap (now Adobe PhoneGap Build and Apache
    Cordova)
    •Brightcove App Cloud
    •Appcelerator Titanium
    •W3C has just chartered a System Applications WG
Open Web Platform for Apps Headaches
    (With Implications for EPUB 3)
 •iOS UIWebView performance is disadvantaged by lack of Nitro JS
     •Currently restricted to Safari and iBooks for “security” reasons
 •HW acceleration support varies significantly by platform
     •Esp. for SVG, HW acceleration is critical to performance, but is
     not enabled on iOS Safari/UIWebView
 •Patent issues and browser vendor foot-dragging killed W3C
 Widgets WG
     •The browser vendors are also the OS platform vendors so
     have mixed motivations
 •HTML5/JS tools and frameworks far less mature than native app
 and Flash ecosystems, particularly for designers
 •The good news – competition between platforms and pressure
 from across the IT industry are combining to spur progress
Growing Industry Support for EPUB 3
IDPF Focus for 2013: Delivering on the
Promise of EPUB 3 as Portable Documents
        for the Open Web Platform
 •Best practices documentation, samples, training, evangelism

 •Tools
    •Validator for content, preflight, test suite for reading systems
    •Open source implementation - Readium

 •Continuing to evolve EPUB to meet publishing industry
 requirements
     •Adaptive layout, dictionaries, indexes, advanced/hybrid fixed
     layout, lightweight content protection (DRM), annotations

 •Collaboration with other stakeholders
    •W3C, DAISY, BISG, EDItEUR, IMS Global Learning, …
    •EPUB to become an ISO-level International Standard
“The PC revolution … invited innovation by others. So too with the
Internet. Both were generative: they were designed to accept any
contribution that followed a basic set of rules… Both overwhelmed
their respective proprietary, non-generative competitors, such as
… online services like CompuServe and AOL.”

But our future could be “sterile appliances tethered to a network of
control.”

Jonathan Zittrain (The Future of the Internet – And How to Stop It)
Global Adoption of Digital Publishing, EPUB 3,  and the Open Web Platform
Global Adoption of Digital Publishing, EPUB 3,  and the Open Web Platform
Global Adoption of Digital Publishing, EPUB 3,  and the Open Web Platform

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Global Adoption of Digital Publishing, EPUB 3, and the Open Web Platform

  • 1. Global Adoption of Digital Publishing, EPUB 3, and the Open Web Platform Bill McCoy Executive Director International Digital Publishing Forum (IDPF)
  • 2.
  • 3. • IDPF mission: foster an open, global ecosystem for digital publishing • Based on web standards
  • 4. What is digital publishing? Digitally distributing premium content (that includes words)
  • 5. What is content? A combination of information and experience
  • 6. Why do people read books? To get a job done
  • 7. “People don’t want to buy a quarter-inch drill, they want a quarter-inch hole” - Theodore Levitt
  • 8. Newspapers help me… • Become well-informed • Unwind at the end of the day • Kill commuting time • Find my next car, or a job • Unload this stuff
  • 9. Three levels in the architecture of a job • What is the fundamental job or problem the customer is facing? Includes functional, emotional and social dimensions • What are the experiences in purchase and use which, if all provided, would sum up to nailing the job perfectly? • What are the product attributes, technologies, features, etc. that are needed to deliver these experiences?
  • 10. Three fundamental ways to deliver content experiences files, apps, and websites
  • 11. vs.
  • 12. Options for content in 1993…Files Files Apps Websites
  • 13. Options for content in 1997…Files Files Apps Websites
  • 15. The Open Web Platform Files Apps Websites
  • 16. The Open Web Platform Technology “Stack” Courtesy of W3C
  • 17. Open Web Platform Specifications  HTML 5  SVG 1.1  XMLHttpRequest  CSS 2.1  WAI-ARIA 1.0  Selectors API  CSS 3 Selectors  MathML 2.0  CSSOM View Module  CSS 3 Media  ECMAScript 5 Queries  Cross-Origin  2D Context Resource Sharing  CSS 3 Text  WebGL  File API  CSS 3 Backgrounds  Web Storage and Borders  RDFa  Indexed Database  CSS 3 Colors  Microdata  Web Workers  CSS 3 2D  WOFF  Web Sockets Transformations  HTTP 1.1 part 1 to Protocol/API  CSS 3 3D part 7  Geolocation Transformations  TLS 1.2 (updated)  CSS 3 Transitions  Server-Sent Events  IRI (updated)  CSS 3 Animations  Element Traversal  …  CSS 3 Multi-  DOM Level 3 Columns Events  CSS Namespaces  Media Fragments
  • 18.
  • 19.
  • 20. EPUB 3 beyond HTML5 • A road-map for using the Open Web Platform to reliably deliver structured, interoperable, offline-usable content • Specifies minimum required functionality for • Global language support • Accessibility • CSS layout and fonts • Core media types • Defines capabilities needed for portable documents • Packaging • Logical structure and navigation • Metadata (publication- and element-level) • Declarative event bindings • Extensible media type support via structured JavaScript • Fine-grained references to content fragments • Synchronization of media playback with content rendering
  • 21.
  • 22. EPUB 3 Directly Includes…  HTML 5  SVG 1.1  XMLHttpRequest  CSS 2.1  WAI-ARIA 1.0  Selectors API  CSS 3 Selectors  MathML 2.0  CSSOM View Module  CSS 3 Media  ECMAScript 5 Queries  Cross-Origin  2D Context Resource Sharing  CSS 3 Text  WebGL  File API  CSS 3 Backgrounds  Web Storage and Borders  RDFa  Indexed Database  CSS 3 Colors  Microdata  Web Workers  CSS 3 2D  WOFF  Web Sockets Transformations  HTTP 1.1 Protocol/API  CSS 3 3D  TLS 1.2  Geolocation Transformations  IRI  CSS 3 Transitions  Server-Sent Events  Element Traversal  …  CSS 3 Animations  CSS 3 Multi-  DOM Level 3 Columns Events  CSS Namespaces  Media Fragments
  • 23. EPUB 3 vs. EPUB 2 in 5 bullets • Styling & layout improvements for reflow content • CSS 2.1 + Select CSS 3 Modules • Embedded fonts • Alternate stylesheets (day/night, etc) • MathML • Fixed-layout content • Including SVG as first-class citizen • Interactivity and rich media • Scripting support • Accessibility support • Global Language support
  • 24. EPUB 3 Early Adoption Being Driven By Need for New Capabilities • Fixed-layout eBooks • Comics, manga, “coffee table” books • Enhanced eBooks • Children’s, e-textbooks • Japanese market
  • 25. Categories of Digital Books Semantics Heavy Dictionaries Encyclopaedias Travel guides Management Textbooks Wine guides University, Cooking professional Content Layout driven driven History books Practical, health Comics, Mangas Essays Graphic novels Novels, Romance Juvenile fiction Children « Beaux livres » Courtesy: Hachette-LIvre 25
  • 26. EPUB 3 Will Be Universally Supported •Incremental improvements in styling & layout are broadly useful •Accessibility is necessary for many, and provides benefits for all •Semantic markup, equations, text-to-speech, … •Handling nuggets of fixed content within reflowable eBooks •Alignment with modern browsers & the Open Web Platform •Better specification of content & reading system conformance •Publishers need a single unified workflow for content production
  • 27. But, We Aren’t Quite There Yet! •For novels and text-only linear non-fiction, in North America and Europe, EPUB 2 is “good enough” •EPUB 2 will get to Kindle and other platforms more easily for now •More EPUB 2 authoring & generation tools available •“Chicken and egg” syndrome thus lessens urgency for Reading Systems to upgrade (a huge effort for Reading System developers) •Most used custom renderers not browser engine for EPUB 2 •Flash and native mobile/tablet eBook apps not dead yet •Vendors still promoting proprietary “HTML5-based” alternatives •iBooks Author, Amazon Kindle KF8, Inkling Habitat, …
  • 28. The Most Deceptive Three Words from a Proprietary Platform Vendor: “We’re HTML5 Based” •Innovations shouldn’t wait for standardization but there’s a fine line between nimble “innovating” and greedy “privatizing” •Vendors of proprietary solutions seek the cachet of openness and skill-set-transfer without actually being open or interoperable •Forks of Web Standards have generally failed or become niches •Mozilla XUL •OpenLaszlo •Adobe Flex & AIR •Adobe PDF XFA forms
  • 29.
  • 30.
  • 31. Open Web Platform for Apps: The Landscape Is Still Messy •Widgets •Apple Dashboard •SmartTV (inc. Yahoo! Widgets) •Facebook 3rd-Party Web Apps •Full applications •Palm/HP WebOS •Windows 8 “Metro” apps •Chrome Installable Web Apps •Firefox OS (aka Boot-to-Gecko) •Native app frameworks wrapping web-standards-based content •PhoneGap (now Adobe PhoneGap Build and Apache Cordova) •Brightcove App Cloud •Appcelerator Titanium •W3C has just chartered a System Applications WG
  • 32. Open Web Platform for Apps Headaches (With Implications for EPUB 3) •iOS UIWebView performance is disadvantaged by lack of Nitro JS •Currently restricted to Safari and iBooks for “security” reasons •HW acceleration support varies significantly by platform •Esp. for SVG, HW acceleration is critical to performance, but is not enabled on iOS Safari/UIWebView •Patent issues and browser vendor foot-dragging killed W3C Widgets WG •The browser vendors are also the OS platform vendors so have mixed motivations •HTML5/JS tools and frameworks far less mature than native app and Flash ecosystems, particularly for designers •The good news – competition between platforms and pressure from across the IT industry are combining to spur progress
  • 34. IDPF Focus for 2013: Delivering on the Promise of EPUB 3 as Portable Documents for the Open Web Platform •Best practices documentation, samples, training, evangelism •Tools •Validator for content, preflight, test suite for reading systems •Open source implementation - Readium •Continuing to evolve EPUB to meet publishing industry requirements •Adaptive layout, dictionaries, indexes, advanced/hybrid fixed layout, lightweight content protection (DRM), annotations •Collaboration with other stakeholders •W3C, DAISY, BISG, EDItEUR, IMS Global Learning, … •EPUB to become an ISO-level International Standard
  • 35. “The PC revolution … invited innovation by others. So too with the Internet. Both were generative: they were designed to accept any contribution that followed a basic set of rules… Both overwhelmed their respective proprietary, non-generative competitors, such as … online services like CompuServe and AOL.” But our future could be “sterile appliances tethered to a network of control.” Jonathan Zittrain (The Future of the Internet – And How to Stop It)

Editor's Notes

  1. This talk is supposed to be about international adoption of EPUB 3. I promise, I’ll get there. But first I want to talk about “digital publishing”. And then I’m going to talk about HTML5.
  2. “ Publishing” means “delivering premium content” so this is not a very useful definition
  3. All content combines information and experience (explicit or implicit). If it’s just information – raw data – it’s not content. If it’s just experience – a productivity application – it’s not content Some content is heavy on information and the particular experience is secondary/implicit – a novel, a table of numbers. A novel has a beginning, middle, end and it’s expected that you can consume it linearly, everything else is up for grabs Some content is heavy on experience – games Some content is in between – a DVD (intro, menu)
  4. Theodore Levitt, a legendary professor of marketing at Harvard Business School, pioneered thinking about jobs-to-be-done not products
  5. Clayton Christensen also at HBS has refined this One implication is that products don’t justcompete with similar competitive products, they compete with a broad array of possible ways for people to get jobs done If we focus on the product not the jobs, we are likely to be disrupted – google news, angry birds, craigslist
  6. As publisher we are storytellers and we are creators of premium content But in the print book world our product attributes were pretty much set 200 years ago: sheets of paper bound together. And while the technologies involved in creating and manufacturing books has changed pretty radically in the last 3 decades, the physical product hasn’t. In the digital world it’s a whole new ballgame.
  7. But the good news is that there are three and only three fundamental ways to deliver digital content experiences Files – data in a transportable format: songs, movies, documents, eBooks Some people like to debate eBooks vs. apps vs. websites. I think this is a waste of time. These three approaches have been around for 20 years and I see no sign of any of them going away. Depending on the jobs to be done by readers, and your options for monetizing your content to help jobs get done, one or more of these options may make the most sense in any given situation. In fact I think publishers should explicitly be considering all three options as we look at how best to deliver the experiences that “nail the job” for readers Some people would say for example – who cares about files or documents any more? But I see files as just a way to represent structured, composite data
  8. Hard drive vs. cloud is not about how you structure the content – that’s about the pipeline for storing and distributing content in any of these three fundamental forms.There are millions of apps and billions of files out in the corpus of the Internet. And, websites certainly are associated with coming from the cloud, but help systems on software CDs have been delivered on physical media and stored locally for years and years. Distirbuted execution is part of the cloud but whether it’s a website or an app the trend is to “rich client” and without ubiquitous always-on connectivity offline usability remains critical – especially for immersive reading
  9. What’s changed in the last 15 years? … Nothing!
  10. Structuring your content based on the Open Web Platform lets you deliver as website, app, and eBook as appropriate And it maximizes the value of your content Implications all the way back to how your represent your content and assets in a CMS
  11. Standards aren’t good for their own sake. The key point is that Open Web Platform has become good enough, the browser platform proliferated enough, that the advantages (e.g. economies of scale, reach, avoidance of lock-in) of developing websites, eBooks, and content apps via its consistent open modular architecture are greater than the advantages (e.g. platform polish, tailored authoring tools) of developing via one or more closed proprietary architectures.
  12. Enough already about HTML5 – what about EPUB 3?
  13. Some of these capabilities may be quite useful even if you don’t need all of them. You can benefit from EPUB tooling and avoid reinventing the wheel even if you aren’t ingesting or delivering .epub files! That’s one reason EPUB 3.0 is comprised of 5 distinct specifications.
  14. The driver
  15. Books landscape over 2 axis : structure vs. layout More or less structure = semantics, we ’ ll see why Page make-up : Content vs. layout driven
  16. 10/9/11 03:16:52 PM grisham\\Management Presentation\\15 Management Presentation.ppt
  17. 10/9/11 03:16:52 PM grisham\\Management Presentation\\15 Management Presentation.ppt
  18. 10/9/11 03:16:52 PM grisham\\Management Presentation\\15 Management Presentation.ppt Aiming for lock-in via integrated tools, license restrictions, distribution silos, mix-in of proprietary technologies, and patent minefields Being a “privatizer” is worse than being proprietary! Open source and open standards lend themselves to bad forks
  19. 10/9/11 03:16:52 PM grisham\\Management Presentation\\15 Management Presentation.ppt Failure of W3C Widgets thanks to Apple patent claims Facebook has made their iOS app more native – but still relies heavily on the Web Platform for their overall ecosystem Wikipedia lists 20 “phone web-based app frameworks” Adobe AIR (using HTML not Flash) was actually one of the first
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  21. By comparison, things look easy for eBooks. EPUB 2 is ubiquitous, and EPUB 3 has clearly got momentum as the global standard.
  22. 10/9/11 03:16:52 PM grisham\\Management Presentation\\15 Management Presentation.ppt
  23. I believe that books and other publications are too important for cultural reasons, for educational reasons, for reasons of freedom of speech and creativity and pure knowledge – for us to allow a future where all digital books are Kindle Books or Apple iBooks. For us to allow innovation in content to be controlled by the vendor of HW or SW systems, rather than by the creators of content itself.
  24. I finally read “Steve Jobs”. Great book, and it really got me thinking that while creativity is critically important, it’s really about the content not the device or reader SW
  25. In fact I read “Steve Jobs” on a Samsung Galaxy SIII – Steve would not have been amused! But you know it didn’t matter to me – it was just as compelling
  26. EPUB3 is working to enable content to be king, and get everywhere readers want it to be. To help us all take advantage of the whole blue ocean of new possibilities of digital to combine information and experience. And without anyone having their hands on the master switch - even if they have the artistic genius of Steve Jobs or the consumer-first passion of Jeff Bezos. Instead let’s let a hundred flowers bloom, and a hundred schools of thought contend. And invent the future, together.