eBooks: What`s new in Adobe® InDesign® CS5 EPUB file export

eBooks: What`s new in Adobe® InDesign® CS5 EPUB file export
White Paper
eBooks: What’s new in
Adobe InDesign CS5
EPUB file export
Table of contents
1 Modified menu command
1 Improved control over content
reading order
3 Automated chapter breaks
4 Support for prebuilt CSS files
4 Font subsetting
5 New metadata field: Unique
5 Modified image export options
Adobe InDesign CS5 software includes new and enhanced EPUB file export features that
improve production and provide greater control for creating compelling eBooks that can be read
on a wide range of eBook reading devices, including the Apple iPad, Sony® Reader, Barnes &
Noble nook, and various mobile phones. This white paper provides an overview of the new
features and enhancements.
For basic information on how to set up a document in InDesign that can be successfully
exported as an EPUB file, see the white paper “eBooks: Exporting EPUB files from Adobe
InDesign” at www.adobe.com/products/indesign/epub/howto.
Modified menu command
The menu command that is used for exporting a document to EPUB has a new name and
location. To export a document, open the document and choose File > Export For > EPUB. To
export an entire book file, choose Export Book To EPUB from the Book panel menu.
Improved control over content reading order
InDesign CS5 makes it easier to control the reading order of text and graphics in an EPUB file.
When you export a document to EPUB, you now have two options for controlling the reading
order: Base On Page Layout and Same As XML Structure (see Figure 1). While both options are
equally effective, the option you choose depends on how your document has been constructed.
If you select Base On Page Layout, the reading order is determined by the location of the text and
graphics frames in the document. InDesign exports the content from left to right and then from
the top down. This choice can cause unexpected results, especially in complex, multicolumn
layouts. If the design elements don’t appear in the desired reading order, you can extend or
rearrange the various frames on each page, which can be time-consuming. Alternatively, you can
set up one text frame per page, thread all the text frames together as a single story, and flow all
the text within that story. Then anchor all the graphics and other design elements within the
main body of text so that they travel with the text as it reflows. This method helps ensure that
everything is exported in the same order in which it flows in your InDesign document. When
working with complex layouts though, you might find it easier to base the content reading order
on the XML structure instead.
Figure 1. The General category of the Digital Editions Export Options dialog box.
Mapping styles to tags
To automate the tagging process, you
can map styles to tags. After
consistently applying styles to all the
text in your document, choose Map
Styles To Tags from the Tags panel
menu. To map a style to a specific tag,
click [Not Mapped] to the right of the
style name and choose a tag name
from the list. If the tags are named
identically to the style names, click
Map By Name, and InDesign will
automatically match the style names
to the tag names.
If you select Same As XML Structure, the order of the XML tags in the Structure pane determines the reading order of the text and graphics in the EPUB file. This method is useful for
complex layouts because it allows you to control reading order without modifying your original
layout. Before you can select this option though, your document must contain XML structure.
To create a structured document, you must first create XML tags (Window > Utilities > Tags).
You can then apply the tags to the text and graphics in your layout to explicitly identify them.
Items that have been tagged appear as elements in the Structure pane (see Figure 2). By dragging
the elements, you can arrange them in the Structure pane to determine the reading order of the
content in the EPUB file. For more information about tagging content and working with the
Structure pane, search for “Tagging content for XML” and “Structuring documents for XML” in
InDesign CS5 Help (Help > InDesign Help).
Figure 2. The Structure pane (View > Structure > Show Structure) displays the hierarchy and sequence of
elements in a document. Parent elements contain child elements, and child elements can be parent elements
to other child elements. For maximum control over reading order, apply tags to each heading, subheading,
paragraph, and image in your document.
Automated chapter breaks
Since the EPUB file format does not define page structure, all the content flows together in one
continuous stream unless an EPUB file is composed of multiple XHTML files—one for each
chapter or logical segment. InDesign CS5 offers two ways to create chapter breaks in an EPUB
1.Use first-level TOC entries as chapter breaks—New to InDesign CS5, this feature allows you
to automatically split an EPUB file into multiple XHTML files, with each file starting with the
first-level TOC entry. If a file exceeds 260KB, a new file will begin at the start of a paragraph
between first-level entries to keep the size of each file below 300KB. It is especially important
to use this feature if all the content for your eBook is contained within a single InDesign
document because pages render faster in an eBook reading device when an EPUB file is made
up of multiple XHTML files.
To use this feature successfully, you must first apply a paragraph style to all the main headings
in your document. Then you create a TOC style (Layout > Table of Contents Styles) that
defines that paragraph style as a Level 1 entry. If necessary, you can define multiple paragraph
styles as first-level entries.
When you export the EPUB file, select Include InDesign TOC Entries in the Contents category
of the Digital Editions Export Options dialog box to generate a table of contents based on the
TOC style that you choose from the TOC Style menu. Select Suppress Automatic Entries For
Documents to prevent the InDesign document names from appearing in the generated table of
contents. In addition, select Use First Level Entries As Chapter Breaks to split the EPUB file
into multiple XHTML files (see Figure 3).
Figure 3. The Contents category of the Digital Editions Export Options dialog box.
2. Use an InDesign book file—Create a separate InDesign document for each chapter in your
publication and then combine all the documents in an InDesign book file (File > New > Book).
When you export the EPUB file from the Book panel menu, each chapter is converted into a
separate XHTML file. This option is useful if you are working with a publication that is
already composed of multiple InDesign documents. When using this method, it is likely not
necessary to select the Use First Level Entries As Chapter Breaks option unless you want to
further break up the content.
Renamed export options
Two options in the Contents category
of the Digital Editions Export Options
dialog box have been renamed in
InDesign CS5: the Local Formatting
option is now called Preserve Local
Overrides and the Defined Styles
option is called Include Style
Support for prebuilt CSS files
Every EPUB file contains a CSS file, which determines the formatting of the content. InDesign
CS5 provides a new CSS option that allows you to use your own prebuilt CSS file instead of
having InDesign automatically create one for you. This gives you more control over the formatting of your eBooks and makes it easier to consistently format multiple publications that share
the same design.
To specify a prebuilt CSS file, select Use Existing CSS File, which is located in the Contents
category of the Digital Editions Export Options dialog box. Then click Choose and select a valid
CSS file (see Figure 3). To use this feature successfully, the style names in your InDesign
document must be named identically to the CSS style names.
Font subsetting
InDesign CS3, CS4, and CS5 include an option for embedding fonts into an EPUB file. So if your
document uses a particular font, such as Minion® Pro, it can be copied into the EPUB file so that
the text will continue to be displayed in that font. With InDesign CS5, only the font’s characters
that are used in the document are embedded, which significantly reduces the size of the EPUB
To embed the fonts into an EPUB file, select Include Embeddable Fonts, which is located in the
Contents category of the Digital Editions Export Options dialog box (see Figure 3). InDesign
exports OpenType® fonts and most TrueType fonts, but PostScript® fonts are not embedded.
Note: A number of eBook readers do not support embedded fonts, including the iBooks app on
the Apple iPad and the Amazon Kindle.
New metadata field: Unique Identifier
Every eBook requires a unique identifier. The most common identifier used for the eBook edition
of a publication is its International Standard Book Number (ISBN). With InDesign CS5, you can
enter the ISBN number of your publication into the new Unique Identifier field prior to exporting the EPUB file. The field is located in the General category of the Digital Editions Export
Options dialog box (see Figure 1). If you leave this field empty, a unique identifier is automatically created for you, but this is most likely not the number you want to use. For more information on ISBN numbers, visit www.bowker.com or www.isbn-international.org.
Note: With InDesign CS3 and CS4, a unique identifier is automatically generated when you
export an EPUB file.
Modified image export options
The Images category of the Digital Editions Export Options dialog box contains the same
options that are available in InDesign CS3 and CS4 except for the Copy Images menu (see Figure
4). Consequently, it is no longer possible to export the original images to the EPUB file. Instead,
InDesign CS5 automatically exports an optimized version of each image that displays well on
most eBook readers and is small enough to avoid performance and memory issues. The images
are converted to the RGB color mode and their resolution is changed to 72 ppi. If you select the
Formatted option, InDesign also preserves formatting that you’ve applied to your image frames,
such as stroke, fill, rotation, shear angle, and any cropping you’ve done. For information about
the image export options, see the white paper “eBooks: Optimizing images for the EPUB file
format” at www.adobe.com/products/indesign/epub/howto.
Figure 4. The Images category of the Digital Editions Export Options dialog box.
Adobe Systems Incorporated
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San Jose, CA 95110-2704
Adobe, the Adobe logo, InDesign, Minion, and PostScript are either registered trademarks or trademarks of Adobe Systems Incorporated in the United
States and/or other countries. Apple is a trademark of Apple Inc., registered in the U.S. and other countries. OpenType is either a registered trademark or
a trademark of Microsoft Corporation in the United States and/or other countries. Sony is a trademark or registered trademark of Sony Corporation. All
other trademarks are the property of their respective owners.
© 2010 Adobe Systems Incorporated. All rights reserved. Printed in the USA.
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