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Creating EPUB Ebooks 
Tyler Johnson
What Is An Ebook ? 
An electronic representation of a printed book. 
Delivered through a specialized e-reader system. 
Typically focused on immersive reading 
experience. 
Presentation elements are reflowable. 
Presentation is controlled by the user.
Popular E-Readers 
Hardware 
Kindle 
Nook 
Kobo 
iPAD 
Software 
software versions of hardware e-readers 
Calibre 
Adobe Digital Editions
What Is EPUB ? 
“The EPUB® specification is a distribution and 
interchange format standard for digital 
publications and documents. EPUB defines a 
means of representing, packaging and encoding 
structured and semantically enhanced Web 
content — including HTML5, CSS, SVG, images, 
and other resources — for distribution in a single-file 
format.” -IDPF EPUB 3 Overview, Conboy, 
Garth, et al. 2014 
EPUB 3.0.1 released June 2014 
Industry is at EPUB 2. Moving to EPUB 3.
IDPF 
International Digital Publishing Forum 
http://idpf.org 
Technical industry group focused on electronic 
publishing and standards 
Membership-based 
Members include trade & academic publishers, 
technology companies. 
Produces “Recommended Specifications”
EPUB 3 Features 
From EPUB 3 Overview 
http://www.idpf.org/epub/301/spec/epub-overview- 
20140626.html
Package Document 
A single package document defines ALL of the 
resources (files) necessary to render a book. 
Metadata can apply across all resources 
Defines a reading order 
(compare these features with a website)
Layout 
Reflowable content 
eReaders use different resolutions. 
Users control font, size, justification, more. 
Fixed layout support 
(print designers hate reflowable content) 
Separation of content and presentation 
Semantic markup 
Uses HTML5 and CSS (yay!)
Multimedia 
Images 
Audio 
Video 
Media overlay documents 
synchronized audio and text
Fonts 
Fonts can be embedded in eBooks or included in 
eReader systems 
Two font technologies supported 
OpenType 
WOFF 
Also ChemML & MathML
Scripting 
Scripting is supported optionally but discouraged 
(except for SVG) 
Documents are meant to be rendered. They are 
not programs to be executed. 
eREADER security and update mechanisms are 
limited and primitive. 
Will limit portability across eREADERs. 
It’s a 
book, not a 
computer !
Text-to-Speech 
Uses W3C standards 
Speech Synthesis Markup Language (SSML) 
Pronunciation Lexicon Specification (PLS) 
CSS Speech Module (CSS3Speech)
Digital Rights Management 
Not defined in EPUB 3 
rights.xml sometimes spotted. 
Readium Foundation developing lightweight DRM. 
Commercial solutions available. 
DRM Features 
breaks platform portability 
not user friendly (can't backup, iPad->Kindle) 
Apple gave up on this. You should too.
Canonical Fragment 
Identifiers 
Standardizes a way to link within EPUB 
documents 
Hyperlinking within text 
Share bookmarks across platforms 
Citations 
Inter-publication 
epubcfi(/6/4[chap01ref]!/4[body01]/10[para05]/3:10 
) 
Intra-publication 
<a 
href="../pub.opf#epubcfi(/6/4[chap01ref]!/4[body01 
]/10[para05]/2/1:3[;s=b])">location</a>
Container 
ZIP! 
Multiple files and directories 
Compressed 
Easy to share and distribute 
Not tied to a URL, but must specify the artifact 
itself (usually via citation, ISBN, etc.) 
No network required
E-Book Dissection 
A look at the guts…
EPUB Guts 
XHTML Content Files 
Stylesheets 
Media/Images 
Navigation toc.ncx 
Package – content.opf 
Metadata: publication data 
Manifest: lists all resources in the rendition 
Spine: default reading order 
Guide (Navigation Document in EPUB3): toc & 
landmarks
Practical Advice
EPUB Application Fit 
EPUB 2 is widely 
supported across 
multiple platforms and 
tools 
Re-flowable text with 
images and good 
CSS formatting. 
EPUB 3 feature 
support is spotty and 
varies by platform and 
feature. 
Can work if you target 
a specific platform. 
Easy 
Novels 
Manuals 
Journals 
Textbooks 
More Difficult 
Computer 
Programming 
Math 
Poetry 
Picture Books
Select EPUB Editors 
Windows Mac Linux 
Sigil x x x 
Calibre x x x 
Apple Pages x 
Adobe InDesign / 
x x 
DreamWeaver 
Jutoh x x x 
text editor x x x
Workflow 
PREP PRODUCTION DISTRIBUTION 
write 
edit 
approval 
strip text 
enter all 
content into 
EPUB editor 
create 
media 
markup 
export 
EPUB 
hand 
tweak 
test 
Kindlegen 
upload 
to 
distributor 
validate 
& 
munge 
published!
Validation 
Adobe EpubCheck 
http://validator.idpf.org 
EpubCheck on github (FOSS)
Kindle Workflow 
Generate EPUB using your favorite workflow. 
Edit the source using SIGIL or other low level 
editor to tweak start page and other elements. 
Use Kindlegen or Kindle Previewer to generate 
.mobi file. 
Preview with Kindle Previewer 
Rinse. Repeat.
Kindle 
Kindlegen 
Converts files from EPUB, HTML, XHMTL to 
mobipocket and KF8 formats 
Command line tool 
Kindle Previewer 
GUI tool that emulates Kindle hardware and 
software readers. (requires X11 on Mac) 
Will generate .mobi files.
Kindle Start Page 
Kindles open .mobi files to the first page instead 
of front matter. This is usually undesirable. To 
correct you must modify the source. 
Open content.opf 
Add an element to <guide> 
<reference href="Text/Section0001" title="Title 
Page” type="text">
Cover Specifications 
Size 
1600 x 2400 
Have smaller cover resolutions available 
Produce thumbnails 
JPEG 
Compress to keep file sizes low!
ISBNs 
Use one for every format, edition, and channel 
Fundamental product identifier, like SKU 
Bowker is the US ISBN authority 
https://www.myidentifiers.com/
Resources 
Liz Castro, technical writer and EPUB guru 
http://www.elizabethcastro.com/ 
Joel Friedlander, book designer 
http://www.thebookdesigner.com/ 
International Digital Publishing Forum 
http://idpf.org/ 
Sigil 
https://github.com/user-none/Sigil 
Jutoh 
http://www.jutoh.com/ 
UNC Libraries have many EPUB and other e-Books!

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UNC Chapel Hill 2014 CTC Retreat - Creating epub e books

  • 1. Creating EPUB Ebooks Tyler Johnson
  • 2. What Is An Ebook ? An electronic representation of a printed book. Delivered through a specialized e-reader system. Typically focused on immersive reading experience. Presentation elements are reflowable. Presentation is controlled by the user.
  • 3. Popular E-Readers Hardware Kindle Nook Kobo iPAD Software software versions of hardware e-readers Calibre Adobe Digital Editions
  • 4. What Is EPUB ? “The EPUB® specification is a distribution and interchange format standard for digital publications and documents. EPUB defines a means of representing, packaging and encoding structured and semantically enhanced Web content — including HTML5, CSS, SVG, images, and other resources — for distribution in a single-file format.” -IDPF EPUB 3 Overview, Conboy, Garth, et al. 2014 EPUB 3.0.1 released June 2014 Industry is at EPUB 2. Moving to EPUB 3.
  • 5. IDPF International Digital Publishing Forum http://idpf.org Technical industry group focused on electronic publishing and standards Membership-based Members include trade & academic publishers, technology companies. Produces “Recommended Specifications”
  • 6. EPUB 3 Features From EPUB 3 Overview http://www.idpf.org/epub/301/spec/epub-overview- 20140626.html
  • 7. Package Document A single package document defines ALL of the resources (files) necessary to render a book. Metadata can apply across all resources Defines a reading order (compare these features with a website)
  • 8. Layout Reflowable content eReaders use different resolutions. Users control font, size, justification, more. Fixed layout support (print designers hate reflowable content) Separation of content and presentation Semantic markup Uses HTML5 and CSS (yay!)
  • 9. Multimedia Images Audio Video Media overlay documents synchronized audio and text
  • 10. Fonts Fonts can be embedded in eBooks or included in eReader systems Two font technologies supported OpenType WOFF Also ChemML & MathML
  • 11. Scripting Scripting is supported optionally but discouraged (except for SVG) Documents are meant to be rendered. They are not programs to be executed. eREADER security and update mechanisms are limited and primitive. Will limit portability across eREADERs. It’s a book, not a computer !
  • 12. Text-to-Speech Uses W3C standards Speech Synthesis Markup Language (SSML) Pronunciation Lexicon Specification (PLS) CSS Speech Module (CSS3Speech)
  • 13. Digital Rights Management Not defined in EPUB 3 rights.xml sometimes spotted. Readium Foundation developing lightweight DRM. Commercial solutions available. DRM Features breaks platform portability not user friendly (can't backup, iPad->Kindle) Apple gave up on this. You should too.
  • 14. Canonical Fragment Identifiers Standardizes a way to link within EPUB documents Hyperlinking within text Share bookmarks across platforms Citations Inter-publication epubcfi(/6/4[chap01ref]!/4[body01]/10[para05]/3:10 ) Intra-publication <a href="../pub.opf#epubcfi(/6/4[chap01ref]!/4[body01 ]/10[para05]/2/1:3[;s=b])">location</a>
  • 15. Container ZIP! Multiple files and directories Compressed Easy to share and distribute Not tied to a URL, but must specify the artifact itself (usually via citation, ISBN, etc.) No network required
  • 16. E-Book Dissection A look at the guts…
  • 17. EPUB Guts XHTML Content Files Stylesheets Media/Images Navigation toc.ncx Package – content.opf Metadata: publication data Manifest: lists all resources in the rendition Spine: default reading order Guide (Navigation Document in EPUB3): toc & landmarks
  • 19. EPUB Application Fit EPUB 2 is widely supported across multiple platforms and tools Re-flowable text with images and good CSS formatting. EPUB 3 feature support is spotty and varies by platform and feature. Can work if you target a specific platform. Easy Novels Manuals Journals Textbooks More Difficult Computer Programming Math Poetry Picture Books
  • 20. Select EPUB Editors Windows Mac Linux Sigil x x x Calibre x x x Apple Pages x Adobe InDesign / x x DreamWeaver Jutoh x x x text editor x x x
  • 21. Workflow PREP PRODUCTION DISTRIBUTION write edit approval strip text enter all content into EPUB editor create media markup export EPUB hand tweak test Kindlegen upload to distributor validate & munge published!
  • 22. Validation Adobe EpubCheck http://validator.idpf.org EpubCheck on github (FOSS)
  • 23. Kindle Workflow Generate EPUB using your favorite workflow. Edit the source using SIGIL or other low level editor to tweak start page and other elements. Use Kindlegen or Kindle Previewer to generate .mobi file. Preview with Kindle Previewer Rinse. Repeat.
  • 24. Kindle Kindlegen Converts files from EPUB, HTML, XHMTL to mobipocket and KF8 formats Command line tool Kindle Previewer GUI tool that emulates Kindle hardware and software readers. (requires X11 on Mac) Will generate .mobi files.
  • 25. Kindle Start Page Kindles open .mobi files to the first page instead of front matter. This is usually undesirable. To correct you must modify the source. Open content.opf Add an element to <guide> <reference href="Text/Section0001" title="Title Page” type="text">
  • 26. Cover Specifications Size 1600 x 2400 Have smaller cover resolutions available Produce thumbnails JPEG Compress to keep file sizes low!
  • 27. ISBNs Use one for every format, edition, and channel Fundamental product identifier, like SKU Bowker is the US ISBN authority https://www.myidentifiers.com/
  • 28. Resources Liz Castro, technical writer and EPUB guru http://www.elizabethcastro.com/ Joel Friedlander, book designer http://www.thebookdesigner.com/ International Digital Publishing Forum http://idpf.org/ Sigil https://github.com/user-none/Sigil Jutoh http://www.jutoh.com/ UNC Libraries have many EPUB and other e-Books!