CREATING A 16 REFLOWABLE EPUB
Lesson Overview
In this lesson, you will learn to do the following: • Add anchored graphics to an InDesign layout that you will export as an EPUB file. • Map paragraph and character styles to export tags. • Create a table of contents for an EPUB file. • Choose the content to include in an EPUB file and specify the order of the content. • Add metadata information to an InDesign document and an EPUB file. • Export and preview an EPUB file.
This lesson will take approximately 45 minutes to complete.
To download the project files for this lesson, log in or set up an account at peachpit.com. Enter the book’s ISBN (9780134664095) or go directly to the book’s product page to register. Once on the book’s page, click the Register Your Product link. The book will show up in your list of regis- tered products along with a link to the book’s bonus content. Click the link to access the lesson files for the book. Store the files on your computer in a convenient location, as described in the “Getting Started” section of this book. Your Account page is also where you’ll find any updates to the chapters or to the lesson files.
A2 ▶ A CULINARY BEST SELLER ▶ One1 Truly Amazing A FOUR-COURSE DINNER FIT FOR ROYALTY Meal BY PAT SMITH
Adobe InDesign CC provides powerful EPUB capabilities that let you control the inclusion, order, and appearance of exported content and create compelling ebooks. Exported EPUBS can be read on a wide range of electronic reading devices, tablets, and smartphones.
A3 Getting started
In this lesson, you’ll put the finishing touches on a booklet of recipes, export the document as a reflowable EPUB, and then preview the exported document. Because electronic publications are fundamentally different from print publications in several key ways, some basic information about EPUBs may help as you work through this lesson. Note: At the • Formats. The EPUB standard is designed to allow publishers to create content time of publication, that can be displayed on any electronic reading device and software—such as Amazon Kindle does not support the EPUB the Barnes & Noble Nook, Kobo eReader, Apple’s iBooks for iOS (iPad, iPhone), standard but converts Google Play Books app for Android (smartphones, tablets), and Adobe Digital submitted EPUB files Editions software—that support the EPUB format. to its own proprietary Kindle format. • Reflowable EPUB.For reflowable EPUBs, the size of e-reader screens varies from device to device, and content adapts and reflows to match the screen reader Note: InDesign CC (2017 Release) offers size and preferred font size selection by the reader, which means that reflowable two choices for EPUBs will have a variable page count across devices. The reflowable EPUB EPUB export: EPUB format is preferred for text-intensive documents targeted at e-ink device users, (Reflowable) and EPUB (Fixed Layout). This such as novels, nonfiction, and other book-type publications. lesson covers creation • Fixed-layout EPUB. The fixed-layout EPUB format, in contrast to reflowable of a reflowable EPUB. For information about EPUBs, is a paginated format that provides more design control and is used for EPUB (Fixed Layout) graphic-intensive documents as well as documents that include rich media, such export, see Lesson 15, as audio or video, and interactivity. Examples include textbooks, comic books, and “Creating a Fixed-Layout EPUB” in the Adobe children’s books. InDesign CC Classroom In this lesson, you will create a reflowable EPUB. Its content will be adjusted to fit the in a Book. e-reader screen size; therefore, the page size of the InDesign document does not have to correspond to any particular device screen size and is set to a standard 8.5" x 11" page size. 1 To ensure that the preferences and default settings of your Adobe InDesign program match those used in this lesson, move the InDesign Defaults file to a different folder following the procedure in “Saving and restoring the InDesign Defaults file” on pages 4–5. 2 Start Adobe InDesign. To ensure that the panels and menu commands match those used in this lesson, choose Window > Workspace > [Advanced], and then choose Window > Workspace > Reset Advanced. To begin working, you’ll open an InDesign document that is already partially completed. 3 Choose File > Open, and open the 16_Start.indd file, in the Lesson16 folder, located inside the Lessons folder within the InDesignCIB folder on your hard drive. (If the Missing Fonts dialog box displays, click Sync Fonts, and
A4 LESSON 16 Creating a Reflowable EPUB then click Close after the fonts have successfully synced from Typekit.) If an E Tip: At the end of alert informs you that the document contains links to sources that have been this lesson, you will export a reflowable modified, click Update Links. EPUB file. You can 4 To see what the finished document looks like, open the 16_End.indd file, in the use Adobe Digital Editions software for Lesson16 folder. Windows or Mac OS to view and manage 5 Navigate through the pages of the finished document to view the title page and EPUBs and other the four recipes that follow. digital publications.
▶ A CULINARY BEST SELLER ▶ Adobe Digital Editions is available as a free download from the Adobe website One1 Truly (www.adobe.com). Amazing A FOUR-COURSE DINNER FIT FOR ROYALTY Meal BY PAT SMITH
6 Close the 16_End.indd file after you have finished examining it, or you can leave E Tip: Apple iBooks this document open for reference. is automatically installed on Mac OS 7 Return to the 16_Start.indd document, choose File > Save As, rename the computers and is the document , and save it in the Lesson16 folder. default application for 16_RecipesBooklet.indd displaying EPUB files.
Completing the booklet before export
Before the document is ready to be exported as a reflowable EPUB, a few finishing touches are required. You’ll begin by adding some graphics, anchoring the graphics in text, and then formatting the paragraphs that contain the anchored graphics with a paragraph style that will automatically split the exported EPUB into multiple HTML files. To complete the booklet, you’ll create a simple table of contents and add some metadata.
ADOBE INDESIGN CC CLASSROOM IN A BOOK (2017 RELEASE) A5 Adding anchored graphics
Note: Anchoring The recipe booklet includes four recipes: appetizer, main course, vegetable dish, and graphics in text allows dessert. The recipes are contained in a single text thread (or story). You will anchor you to maintain their position relative to the a picture of each dish in front of its title and then apply a paragraph style that will be text in the exported used to create page breaks in the exported reflowable EPUB. To simplify this task, reflowable EPUB. the graphic files are stored in a library. 1 Choose File > Open, and open the 16_Library.indl file in the Lesson16 folder. 2 Navigate to page 3 by using the Pages panel or by pressing Ctrl+J (Windows) or Command+J (Mac OS), typing 3 in the Page box, and then clicking OK. E Tip: If you want, 3 Using the Type tool ( ), place the insertion point before the headline you can display hidden “Guacamole,” and then press Enter or Return. characters, such as paragraph returns and 4 Using the Selection tool ( ), drag the library item named “Avocados.tif” onto word spaces, for this the pasteboard on either side of the page. lesson by choosing Type > Show Hidden 5 While pressing the Shift key, drag the blue square near the upper-right corner Characters. of the graphics frame to the empty line of text you created in step 3. Release the mouse button when a short vertical line is displayed above the headline. The graphics frame is now an inline anchored graphic and will flow with its surrounding text. E Tip: To insert a library item as an inline graphic, you can also establish the insertion point in the text, select the item in the Library, and then choose Place Item(s) from the Library panel menu. The item is automatically inserted 6 Using the Type tool, click to the left or right of the anchored graphic to establish as an inline graphic. the insertion point. 7 Choose Type > Paragraph Styles, or click Paragraph Styles in the list of docked panels, to open the Paragraph Styles panel. 8 Click Graphics in the list of paragraph style names to assign this paragraph style to the one-line paragraph that contains the anchored graphic. When you export an EPUB file later in this lesson, you’ll use the Graphics paragraph style to split the four recipes into four separate (HTML) files. Splitting a long document into smaller pieces makes the display of the EPUB more efficient and causes each recipe to begin on a new page.
A6 LESSON 16 Creating a Reflowable EPUB 9 Repeat steps 3–8 to anchor the three remaining library items (Salmon.tif, Asparagus.tif, and Strawberries.tif) before the headlines of the three remaining recipes. Use the Pages panel to navigate from page to page as needed. Make sure that each graphics frame is anchored inline and that the Graphics paragraph style is applied to the one-line paragraph that contains the frame. 10 Choose File > Save.
Mapping paragraph and character styles to export tags
EPUB is an HTML-based format. To help control the way the text in your EPUB file is formatted during export, you can map paragraph styles and character styles to HTML tags and classes. Next, you’ll map several of the document’s paragraph styles and character styles to HTML tags. 1 Choose Edit All Export Tags from the Paragraph Styles panel menu. 2 Make sure that Show EPUB And HTML is selected in the Edit All Export Tags E Tip: Click and drag dialog box, and then click [Automatic] to the right of the Main Headlines style. any edge or corner of the Edit All Export Tags From the accompanying menu, choose h1. dialog box to make it larger or smaller. 3 In the Class field for Main Headlines, enter main-head. When you export as EPUB, this assigns the h1 HTML tag (used for the largest headlines) and the “main-head” class to paragraphs to which the Main Headlines paragraph style is applied.
4 Apply tags and class names to the remaining paragraph styles, as shown here. If you want, enlarge the dialog box by dragging its lower-left corner, bottom edge, or lower-right corner. • Recipe Tagline: h3, Class: tagline • Graphics: Automatic • Subheads: h2, Class: subheads • Ingredients: p • Instructions: Automatic, Class: instructions • Instructions Contd.: Automatic, Class: instructions • Related Recipes: Automatic
ADOBE INDESIGN CC CLASSROOM IN A BOOK (2017 RELEASE) A7 5 Because the Instructions and Instructions Contd. paragraph styles are mapped to the same tag and class name, you’ll export the CSS only for the Instructions paragraph style when you export an EPUB later in this lesson. Deselect Emit CSS for the Instructions Contd. paragraph style. The document also includes the Bold character style, listed below the paragraph styles, to which you need to assign a tag. 6 Apply the strong tag to the Bold character style, which will maintain the bold text in the recipes. Before you close the Edit All Export Tags dialog box, you’ll take care of one more task: You’ll specify that the Graphics paragraph style break the EPUB into smaller HTML documents. Each recipe will produce a new HTML file in the EPUB, and as a result, each recipe will start on a new page with a picture of the dish. 7 Select the Graphics paragraph style, and then select Split EPUB.
8 Click OK to close the dialog box. 9 Choose File > Save.
Adding a table of contents
When you export an InDesign document as an EPUB, you have the option to gener- ate a table of contents that enables a viewer to navigate easily to certain locations in the EPUB. This table of contents is based on a table of contents you will now create. 1 Choose Layout > Table Of Contents Styles. 2 In the Table Of Contents Styles dialog box, click New to display the New Table Of Contents Style dialog box.
A8 LESSON 16 Creating a Reflowable EPUB 3 In the New Table Of Contents Style dialog box, type Recipe Booklet in the TOC Style box. Use the scroll bar to display and select the Main Headlines paragraph style in the Other Styles list, and then click the Add button to move this paragraph style to the Include Paragraph Styles list. 4 Leave all other settings unchanged, and click OK to close this dialog box; then click OK again to close the Table Of Contents Styles dialog box.
5 Choose File > Save.
Choosing the content of an ebook
The Articles panel provides an easy way to choose the content (text frames, graphics frames, unassigned frames, and so on) that you want to include in a reflowable EPUB and to specify the order in which objects are exported. Next, you’ll add three articles to the Articles panel, name them, and rearrange the order of two of the elements.
Adding the cover page
You will use the first page of the document as an inline cover image in the exported E Tip: To prevent any EPUB. Because the first page contains several objects and you want to maintain cover-page objects that are in the bleed area the appearance of the page, you need to export the content for the cover page as a from being included single graphic rather than as a succession of individual objects. To accomplish this, in the rasterized cover you’ll group all of the objects on page 1 and then specify export options that will image, remove the bleed from any objects convert the group into a single graphic when exported. extending past the 1 Navigate to page 1 of the document and choose View > Fit Page In Window. page edge. 2 Choose Window > Articles to open the Articles panel. 3 Select the Selection tool ( ), choose Edit > Select All, and then choose Object > Group.
ADOBE INDESIGN CC CLASSROOM IN A BOOK (2017 RELEASE) A9 4 Choose Object > Object Export Options to open the Object Export Options dialog box. 5 In the EPUB And HTML tab, select Rasterize Container from the Preserve Appearance From Layout menu, choose PNG from the Format menu, and choose 150 from the Resolution (ppi) menu. Click Done to close the dialog box.
6 Drag the group of objects on page 1 into the Articles panel. In the New Article dialog box, type Cover Page in the Name box, make sure Include When Exporting is selected, and then click OK.
Notice that the Cover Page article has been added to the Articles panel. 7 Choose File > Save. E Tip: You can also add a new article by choosing New Article Adding the title page and reordering its content from the Articles panel menu or by clicking Page 2 of the document is a simple title page with only a few objects. Because this the Create New Article page is not design-intensive, there’s no need to convert it into a graphic as you did button ( ) at the bottom of the panel. with the first page. So instead of grouping the objects before you create a new article and then specifying custom export settings, you’ll simply drag them all into the Articles E Tip: When you Shift- panel. Then, you’ll modify the article by reordering two of its elements. click to select multiple 1 objects on a page and Navigate to page 2 of the document. then create an article, 2 Use the Selection tool ( ) or choose Edit > Select All to select all objects on the the content order in the Articles panel reflects page, drag the objects into the Articles panel below the Cover Page article, and the order in which you name the article Title Page. Make sure that Include When Exporting is selected, selected the objects. and then click OK to close the New Article dialog box.
A10 LESSON 16 Creating a Reflowable EPUB The order of the objects in the Title Page article is based on the order in which the objects were created. If you were to export the document at this point, the two horizontal lines would be the last two objects on the page because they were created last. Because this page will not be converted into a graphic when exported, you need to change the order of the elements in this article to ensure that they’re in the correct order when exported. 3 In the Articles panel, drag the topmost of the two
Adding the remaining content
The remainder of the booklet—the four recipes—is contained in a single text thread. Next, you’ll create one more article that contains the recipes, but first, it’s worth tak- ing a quick look at the text. If you click within the text of the recipes, you’ll notice that all of the text has been formatted with paragraph styles. This helps ensure that the text retains its styling when the document is exported. The bulleted and numbered lists have been styled using paragraph styles that include automatic bullets and numbers. 1 Navigate to page 3. Use the Selection tool ( ) to drag the text frame containing the recipes into the Articles panel below the Title Page article (lengthen the panel if necessary), and name it Recipes. 2 Click OK to close the New Article dialog box. Notice that the Recipes article contains only one element: a thread of text frames. The graphics that you anchored earlier are not listed separately, because they’re part of the recipe text. 3 Choose File > Save.
ADOBE INDESIGN CC CLASSROOM IN A BOOK (2017 RELEASE) A11 Adding metadata
Metadata is a set of standardized information about a file, such as the title, the name of the author, a description, and keywords. When exporting an EPUB file, you can automatically include such metadata in the EPUB file. This data is used, for example, to display a document’s title and author in the EPUB library on e-readers and to find your EPUB within a large collection of EPUBs. Next, you’ll add this metadata information to the InDesign document. This information is included in the exported EPUB and is displayed when the exported EPUB is opened. 1 Choose File > File Info. 2 In the File Information dialog box, make sure Basic is selected in the list on the left, and then type One Truly Amazing Meal in the Document Title box and type your name in the Author box. Click OK to close the dialog box.
3 Choose File > Save.
Exporting an EPUB file
Now that you’ve completed the preparatory work, the document is ready to be exported as a reflowable EPUB file. To complete this lesson, you’ll specify several custom export options to take advantage of the work you did earlier in this lesson when you optimized the document for EPUB export.
A12 LESSON 16 Creating a Reflowable EPUB Much as the settings in the Print dialog box control the appearance of printed pages, the settings you make when you export an InDesign document as an EPUB control the appearance of the EPUB. You’ll specify several general settings and then a few advanced settings. 1 Choose File > Export. 2 In the Export dialog box, choose EPUB (Reflowable) from the Save As Type E Tip: In a reflowable menu (Windows) or the Format menu (Mac OS). EPUB, content adapts and reflows to match 3 In the File Name box (Windows) or the Save As box (Mac OS), name the file the screen reader size and save the file in the Lesson16 folder, located inside the and the reader’s font 16_Recipes.epub preference. Lessons folder within the InDesignCIB folder on your hard drive. 4 Click Save to close the Export dialog box. 5 In the General section of the EPUB – Reflowable Layout Export Options dialog box, choose EPUB 3.0 from the Version menu, and then specify the following Setup options: • Cover: Rasterize First Page • Navigation TOC: Multi Level (TOC Style) • TOC Style: Recipe Booklet • Content Order: Same As Articles Panel Make sure that Split Document and Based On Paragraph Style Export Tags are Note: Using the Based On Paragraph selected. Because you specified that the Graphics paragraph style create smaller Style Export Tags HTML sections in the EPUB when you assigned tags to paragraph styles earlier in setting lets you divide this lesson, choosing Based On Paragraph Style Export Tags will start a new HTML a long document into section in the EPUB at each of the four graphics you anchored within the recipes. smaller documents when you enable the Split EPUB feature for a particular paragraph style. You can also select a paragraph style in the EPUB – Reflowable Layout Export Options dialog box that triggers these breaks.
ADOBE INDESIGN CC CLASSROOM IN A BOOK (2017 RELEASE) A13 E Tip: The Ignore 6 Click Text in the list in the upper-left corner of the EPUB – Reflowable Layout Object Export Settings Export Options dialog box. For Lists, make sure Map To Unordered Lists is check box in the Object section of the EPUB – selected from the Bullets menu and Map To Ordered Lists is selected from the Reflowable Layout Numbers menu. This ensures that the numbered and bulleted lists in the recipe Export Options dialog text are correctly converted to HTML lists in the exported EPUB. box lets you override any export settings 7 Click Object in the list in the upper-left corner of the EPUB – Reflowable Layout you’ve applied to Export Options dialog box. Make sure Preserve Appearance From Layout (For individual objects and groups. Graphic/Media Objects) is selected to ensure that image cropping is retained for unanchored graphics and also to preserve attributes such as rotation and Note: If you’ve transparency effects. applied numerous manual overrides Choose Relative To Text Flow from the CSS Size menu to prevent objects from to paragraphs and being larger than desired. characters formatted 8 with styles, selecting In the Conversion Settings section, choose JPEG from the Format menu, and Preserve Local make sure 150 is selected for Resolution PPI. Overrides can add 9 significant overhead In the CSS section, specify 24 for Page Margin (all sides) and make sure that to the HTML and CSS Generate CSS, Preserve Local Overrides, and Include Embeddable Fonts are that InDesign generates selected. Click Add Style Sheet. when you export an EPUB. If you don’t select 10 Select the Recipes.css file, in the Lesson16 folder, and then click Open. this option, you’ll likely need to edit the CSS This CSS style sheet contains a small piece of formatting code that changes the to further control the color of the recipe names and the subheads. appearance of your EPUB. Editing CSS falls outside the scope of this book.
Note: InDesign automatically generates a unique ID for an 11 EPUB; however, for In the Metadata section, notice that the metadata information you entered commercial EPUBs you earlier in this lesson is displayed. If you want, add additional information in the would enter the ISBN. other fields.
A14 LESSON 16 Creating a Reflowable EPUB 12 Click Viewing Apps in the list in the upper-left corner of the EPUB – Reflowable Note: On Mac OS Layout Export Options dialog box. computers, iBooks is the System Default • If Adobe Digital Editions is installed on your computer, System Default is viewing app. automatically selected in the Viewing Apps section, and Digital Editions is the listed application. • If you’ve installed Adobe Digital Editions and it’s not listed as an application, click Add Application and select it from the Program folder (Windows) or Applications folder (Mac OS) on your computer, and then select it as the preferred viewing application. • Alternatively, select another program that reads EPUBs. When the EPUB is exported, it is automatically opened in the selected program. The Adobe Digital Editions software is available as a free download from the Adobe website: www.adobe.com. 13 Click OK to export a reflowable EPUB. If an alert is displayed warning that certain objects might not appear as expected after export, click OK to continue and view the EPUB. If Adobe Digital Editions is installed on your computer, the EPUB file will open automatically, and you can scroll through it to view the content. You can also open the EPUB file on any device that supports the EPUB format. 14 Return to InDesign. 15 Choose File > Save. Congratulations! You’ve created an electronic publication that can be viewed on a wide variety of electronic reading devices.
Exploring on your own
Now that you’ve created an EPUB, choose File > Save As, and save the completed InDesign document as 16_Practice.indd. You can use this practice document to perform any of the tasks from the lesson using different settings. 1 Revisit the Edit All Export Tags dialog box (Paragraph Styles panel menu > Edit All Export Tags) and try mapping some of the paragraph styles to different HTML tags. Export your new version and compare the changes to the text in the original EPUB you exported. P Note: Editors that 2 Export another reflowable EPUB, but instead of using the Articles panel to specify can open EPUB files for further editing the content and order of an EPUB, this time choose Based On Page Layout include
ADOBE INDESIGN CC CLASSROOM IN A BOOK (2017 RELEASE) A15 Note: Not all 3 If you’re the adventurous type, you can “open” an EPUB file and then view its e-readers support component files. An EPUB file is essentially a compressed file that contains font embedding. If possible, test your several folders and files. If you replace the .epub extension of an EPUB file with EPUB on various .zip, you can then decompress the file using a file-decompression utility. You’ll devices to ensure that find folders that contain the exported images, as well as the fonts used and the you’re satisfied with the output. To further CSS style sheet. You’ll also find seven XHTML files. You can open these pages control how the HTML in Adobe Dreamweaver to view the source code, preview the web page, and, tags and classes are optionally, add more information and functionality. displayed on e-readers, you can edit the CSS file. 4 Open the Recipes.css file (in the Lesson16 folder). Examine the HTML codes that control the appearance of three paragraph styles (h1: Main Headlines; E Tip: An alternate technique for splitting h2: Subheads; and h3: Recipe Tagline). Change the color of paragraphs to which a long document the Main Headlines paragraph style is applied by changing its color number into smaller HTML from 669933 to DF0101. Save your changes to the Recipes.css file or choose documents is to create Save As and create a new file with a different name. Export another EPUB. individual InDesign documents for each (If you changed the filename, make sure to choose the new file in the Advanced section of an EPUB, section of the EPUB – Reflowable Layout Export Options dialog box.) Notice the combine these into an different color applied to the main headlines. InDesign book, and then choose Export Try changing some of the other attributes. For example, change the alignment Book To EPUB from the from “center” to “left.” Or find some hexidecimal color codes and change the Book panel menu to generate the EPUB. color of the main headlines and subheads. 5 Open the InDesign file named iPadEPUB.indd from the Lesson16 folder. This E Tip: Different EPUB readers can display document contains the same content as the one you worked on during the the same EPUB file lesson, but the page size has been changed to 1024 x 768 pixels, the dimensions differently. You should of an iPad screen, and the layout has been modified slightly to accommodate the always test exported EPUBs in the readers different page dimensions. you want to support. Export this document and name it Recipes2.epub, but instead of choosing EPUB Note: iBooks is (Reflowable) in the Export dialog box, choose EPUB (Fixed Layout). available only for MacOS. You can use To view the exported fixed-layout EPUB using Apple iBooks (an app included Adobe Digital Editions with Mac OS X Mavericks [10.9] and later), select Viewing Apps from the scroll to view a fixed-layout list on the left of the EPUB – Fixed Layout Export Options dialog box, and then EPUB on both Windows choose iBooks. You can also sideload the EPUB file to an iPad using iTunes and and Mac OS computers. open it with iBooks. Leave all other settings in the EPUB – Fixed Layout Export Options dialog box unchanged and click OK.
A16 LESSON 16 Creating a Reflowable EPUB Review questions
1 When you create a document that you intend to export as a reflowable EPUB, how do you ensure that a graphic maintains its position relative to surrounding text? 2 What is metadata? 3 What panel lets you specify the content to be included in a reflowable EPUB and arrange the order in which the elements are exported? 4 When you export a reflowable EPUB, what option must you choose if you want the content order to be determined by the Articles panel rather than by the page layout? 5 You’ve specified custom export settings for several graphics frames. How can you override the export settings for these objects during export of a reflowable EPUB?
Review answers
1 To ensure that a graphic maintains its position relative to text in a reflowable EPUB file, anchor it within the text as an inline graphic. 2 Metadata is information about a file, such as its title, its author, the author’s title, a description, and keywords. It’s a good practice to include metadata in an EPUB because this information can be accessed by search engines and e-readers. 3 The Articles panel (Window > Articles) lets you choose the content you want to include in a reflowable EPUB and arrange the order of export. 4 To ensure that the order of the content is determined by the Articles panel rather than by the page layout, you must choose Same As Articles Panel from the Content Order menu in the General section of the EPUB – Reflowable Layout Export Options dialog box. 5 If you select Ignore Object Export Settings in the Object section of the EPUB – Reflowable Layout Export Options dialog box, any custom export settings you’ve specified are ignored, and the settings specified in the Object section are applied to all images in the EPUB.
ADOBE INDESIGN CC CLASSROOM IN A BOOK (2017 RELEASE) A17