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Preparing ebook files - part II

Things to add

The key to a successful ebook conversion is getting a good ‘clean’ input file, regardless of the file format or software you are going to use.

If you have a word-processor file make a copy as the ebook source file will be different. Give the e-source file another name to mark it as the version you edited for conversion into an ebook. Do this before you use start to make any changes and close the original file.

Explore the ‘save as’ options: You might need to do some experimentation to find the best format for the converter you are using. (Export is another 'file' option you need to explore - you can already make web pages and ebooks will be available soon as an export option.)

TIP: You need to prepare a special version of your file which is suitable for ebook conversion. It is difficult, and time consuming, to remove items such as page numbers and heading after the ebook is complied so do it before conversion.

Having produced a 'clean' file, there are some things it is worth adding to prepare the files for ebook conversion:

Style: All word processors allow you to define a document style. Somewhere along the heading you will see a box to tell you the style set for the place that the cursor is sitting. Explore the document styles available (Word offers a great preview facility) as these will define the way headings and paragraphs look. Manual formatting causes problems so you need a disciplined approach to the design structure of your document. Conversion software will use the style you set to compile the ebook CSS.
Once you have select you style, use the style to set quotations, captions, notes etc. DO NOT hand format these!
Get some style!
Alignment: If you have inserted some complex formatting using tabs or the spacebar, it is advisable to remove these. If you want a special style for quotations then it is essential to use one of the styles provided by your software. The conversion software is much more likely to understand what you want if you define paragraph styles (as these can be matched with a cascading style sheet) and provide a consistent look for your ebook.
Bold characters, italics and indents will normally translate into your ebook. However, bullet points and special fonts will not be transferred. The Sigil editor can format lists for you.
Justification: This can work well on the printed page but does not translate well for ebooks. Because the reader can resize and reflow the text, unless the text is small the layout on the screen can look decidedly odd.
Chapters: Converters recognise a page break as a new chapter. Make sure that the text flows through the book and only insert a page break if you want this to be a separate chapter or section.
Table of Contents: Most converters will generate these if you have tagged the heading. Go through your document and use the standard tags or styles ( Heading 2 to Heading 4) to give the converter software a way to understand the structure and remember that your word processor can generate a TOC for your document which will allow you to check that it looks the way you intend.
Along with the <h2>..<h4> tags, some software can detect the word ‘Chapter’ if it is on its own line to let the software create a TOC.
Heading 1 is often reserved for book title.
<h2> are normally chapter headings
The other levels to <h6> create a layered TOC
Other converters interpret any page break you insert as the end of a chapter, so ensure you only use these when required.
Sigil has an editor with allows you to check a box to identify which items go into the TOC.
You can remake your TOC using the different facilities offered by the converters and need to do so if you have edited any of the files.
TIP: Your word processor will probably pick up this structure and display it in a 'goto' list - this provides a good way to check that your file TOC will work well after conversion
Blank lines: Most of the ebook conversion software has an option to remove blank lines. On paper, lines are often inserted between paragraphs, but these do not look good on an ereader screen which has different styling rules, which is why most converters offer to remove them. However, the style sheet might put them back! If that happen you will need to tackle the CSS file.
Tables: You also need to look at your tables. These can be re-made using XML but you might find it easier to turn your charts and tables into images and insert these into the text. It is a case for some trial and error. The converters are getting better at handling these every week and EPUB3 handles them much better.
Images embed easily within your text. But...
If you are working from a print document, the images might have split a paragraph. So you might want to edit the file before you start converting to move the images because the discipline of pages no longer applies to ebooks.
It is worth checking the size and shape of the files. If you have a Word file, the images could be very large making a large file and which in turn might upset the converter.
You have probably kept the image files as large as possible for printing but screens need a different size and resolution. If you save the file as 'web filtered' or HTML, the images are adjusted and extracted from within the text.
Meta Data: Most word-processing software already lets you enter meta data. In Word, for example, you can enter the title and author, and much more. The benefit of doing this in the source file is that it will embed itself into the ebook. If you do not do it in the source file then you might find odd bits of data embedded in the ebook. If you look at the File>Properties you will see a number of tags which let you enter your metadata. The vital role of meta data is discussed later.
Links: Because many existing, and doubtless most of the new ereaders, will allow you to access the web, you might want to insert urls.

Summary

This preparation work is not a trivial task, especially as we have been used to arranging text on the page ourselves so your old files might look fine but at a digital level are a formatting mess. The ‘new way’ is to tag your various headings, and style your paragraphs so that your text is as uncluttered as possible. The bonus of this way of working is that you can change the settings for a style or heading, and the whole document will be adjusted. If you have put the formatting in manually, you will need to go through and change every element. (It often makes sense to save your source file as simple text or select the whole file and impose a single style, such as normal, before adding heading and styles, as suggested earlier.)

It may be a statement of the obvious, but it is amazing how many silly error can be caught by a disciplined use of a spellchecker and grammar checker. These tools do not replace a professional proof-read but it will eliminate typos and silly grammar errors.

Change all these ‘text things’ early, as it is much simpler to achieve this before the file is converted into XML - unless you are an expert at CSS and XML coding.

EBook Cover

Most ebookshops show covers as an icon. A beautifully designed cover image will be reduced to a 600 pixels wide x 750 pixels high.

Keep it simple with a nice large title and a clear image. The blurb can be moved from the back cover to the metadata.

Creating Front Matter or Preliminary pages

Ebook prelim pages.

Once the text is formatted the early pages need to be organised. These are slightly different for the conventions established for print books.

Title Page with text centred with the title and author: The convention for epub is: Heading 1: Title – If you have carriage returns in your title then the conversion software might think you have several titles. So remove any formatting and put it on a single line. There is a problem with sub-titles in the ebook and you might want to include it within your title.
Copyright Page or publisher’s page: You can list other editions on the page. It is good practice to include a statement of who-owns-what in terms of rights. It should tell people who they need to contact if they want to use any of the content. So as a writer, you might want to link to your agent or a website that can be used for contact. Do not use the print isbn for your ebook: an isbn is a book industry product code so an ebook is not the same as a printed book.
Dedications and acknowledgments: If you do include a dedication it should go on its own page. In other cases you might need a larger acknowledgements section which might serve as the dedication.
Possibly a preface, foreword or introduction which is just like another chapter.
Links to other material you have written or websites
Perhaps your ebook might benefit from a summary or highlights, such as the text that composed the back cover blurb. There is scope to experiment especially with the new readers and enhanced software which might allow easy access to a list of characters, character sketches, chapter summaries etc. This can be a time of experimentation as ereaders change some of the rules.

Note: There is an exception to the page break rule: Inserting a page break between preliminary pages does not make these into chapters. Converters will normally recognise that these are not designed as chapter breaks if they are in the opening chapter.

Back Matter

While an index does not work in the eformat, you might choose to keep the text of the index without the page numbers and perhaps turn it into a glossary.

There is still a place for Bibliographies, Appendices and Notes in ebooks.

MORE (part II)

Impact of ebooks
Preparation I
Preparation II
Conversion software
The supply chain
Upload preparations
Reader software for PCs
Ebook cover issues
Meta data
Style sheet files
An ebook container
The history of epublishing
Get a print estimate

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