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Preparing ebook files - part I

Getting your source files in good order for ebooks

Things to remove

WHY?

Your existing files probably have visible and invisible data that will cause trouble when you present them for conversion. It might make sense to save the file as a simple .txt file and then restore all of the formatting.

This might seem a drastic solution but there is an astonishing amount of hidden data in most word-processed documents. If you have pasted it from the web and then reformatted it, chances are that there are tags which will emerge when you convert the file to an ebook.

Another simple way to strip this all out is to highlight your existing file and copy it (crtl+C). Then open a new word-processing file and paste the file you have copied using Paste Special - pick the option for unformatted text.

If you are starting from a pdf, you don't have these editing options so try this copy & paste technique.

So you need to:

bulletRemove all headings and page numbering – 'hard' as well as soft numbers. (Hard numbers are one that you have inserted while soft ones are supplied by the word-processor).
bulletThink about the use of footnotes and endnotes (they don’t really work in ebooks).
bulletIf you use footnotes and endnotes you will need to check to see how these work once converted. Since there are no fixed pages, footnotes are logically incompatible with ebooks while notes at the end of a chapter are rather clumsy. This issues is being addressed so that the note can be immediately pulled up if the reader highlights the word. But while we are in limbo, you will need to decide what to do.
bulletIf you have set each heading style manually, these are best removed. (See adding heading tags below). Tagged text can be interpreted by the conversion software as explained below.
bulletThe text for any TOC needs to be removed and Insert heading tags to help generate a TOC for your ebook.
bulletYou also need to look at your tables and images - You might need to turn these into images (although epub3 will make it possible to create readable text tables). Word embeds images at full size (so you can edit them) and these cause a problem with converters. Try saving the file using 'web filtered' to extract and compress the images. (.jpg rather than .png)
bulletPrepare your meta data. These are the pointers that will bring people to your writing. You might be surprised how much can be put into most text files. If you are a business user then you might be familiar with all of the information about the document that can be embedded in a humble Word doc. Calibre will use what it takes to be the author of a document to organise the way it organises your files.
bulletAvoid putting a carriage return into heading or titles as converters will treat each part of the title as a separate title. So ‘The meaning of life’ could be interpreted as ‘The meaning’ with ‘of life’ as the very short first chapter and second chapter. It may look odd on the page but comes out looking good in ebooks.
bulletGet your cover into the required format (see below).

TIP FILENAME: Your ePub file name will often be what you use for the Filename. You might not want to have the name you use on you computer as the ebook-filename. Save the source file with a name you are happy with.

bulletYou can use the title, perhaps with an additional identifier.
bulletThere is a convention that file names do not have spaces which is why underscores are often used. XML also has a rule: The Id must start with an alpha character.
bulletOnly use an ISBN if you ‘own’ the number and do not use the ISBN from a printed edition.

Other preparations depend on where you start

bulletOutput formats such as PDF are difficult so you need Acrobat professional to unpack and export them as XHTML. (Failing that try Mobitext to convert it and there are an expanding number of tools available including from Amazon.)
bulletOld ‘Word’ files will work: but a better plan is to import them into the modern version of Word you can lay your hands on (2007 or later). The later version has a 'web filtered' option when you save and this can remove quite a number of Word file glitches.
bulletIn this fast-moving world software such as Open Office can import many file types and have some good editing macros to tidy files.
bulletSections: If your book is still in separate chapter-files it probably makes sense to gather it into a single file with one set of metadata and some consistent styles. The danger if you do not do this is that you will make more work for yourself when converting. Ironically, conversion software might insert ‘Chapter Break’ to divide your book into files. It depends on the size of your chapters – It does this to keep the size of file that has to be opened and moved as small as possible. But you need to start with a big file as joining files to make an ebook is a job for experts.

TIP: Explore the output and export options in your software to see which works best with the conversion software.

Formats for presenting to the conversion software

  1. The less formatting the better so most converters like RTF or TXT files
  2. Word DOC and DOCX files need to be run through a converter as few will accept them directly.
  3. PDF files work but they make rather messy ebooks which need to be tided up.

There is no substitute to some experimentation and research.

bulletImpact of ebooks
bulletPreparation I
bulletPreparation II
bulletConversion software
bulletThe supply chain
bulletUpload preparations
bulletReader software for PCs
bulletEbook cover issues
bulletMeta data
bulletStyle sheet files
bulletAn ebook container
bulletThe history of epublishing
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