EPUB: The Next-Generation
Digital Content Platform
Tokyo International Book Fair
July 2, 2015
Bill McCoy
Executive Director IDPF
President, Readium Foundation

Agenda• IDPF and Readium Foundation background• EPUB Platform vision• EPUB Platform status and roadmap• Q&A

International Digital Publishing Forumthe global trade association for digital publishingfounded in 1999 (originally Open eBook Forum)•359 member organizations from 45 countries• 40% North America, 34% Asia, 21% Europe, 5% ROW•Member organizations include publishers, service
providers, e-retailers, reading system developers,libraries, educational institutions, government agencies,
national and global industry bodies

IDPF Mission, Strategy, and Programs•

Mission: foster global adoption of an open, accessible,interoperable digital publishing ecosystem•Strategy: develop (collaboratively) and promote EPUB as
the universal accessible interchange and delivery format
for digital publications based on the Open Web platform•

Programs•••

Standards development
Education, evangelism, community building, branding
Open source infrastructure instigation and development

Readium Foundation• Created March 2013 as an independent nonprofit corporation• Mozilla / Apache / Eclipse / OpenStack model• Readium Foundation mission: develop production-level
open source software to advance EPUB
and the Open Web platform for publishing• Now over 50 members from around the world• Some key members: Hachette, Gallimard, Editis, Adobe, Google,Kobo, Ingram/VitalSource, HMH, Deutsche Telekom, IBM, NYPL,Bokbasen, Bluefire, TXTR, ACCESS, Sony, DAISY, Mantano, TXTR,Intel, Penguin Random House

Mobile Device Ubiquity Drives theNeed for Native Digital Content

Open Web Platform• The Open Web Platform is acomprehensive framework forrich, interactive, cross-platform
content and applications.
• HTML5 is the cornerstone• Separation of content andpresentation is fundamental (CSS)EPUB makes Web content
into reliable publications
••
•
•
•

Structured
Navigable
Accessible
MetadataPackaged

EPUB Platform in a Nutshell•The EPUB Platform is a set of open specifications, open source software,and industry collaborations that enable next-generation portable
documents based on Web technologies that are•Accessible•Global-ready•Mobile-device optimized•Easily authored, manipulated, and interchanged•Integrated with HTML5 and other foundational building-blocks•Suitable for cloud and app-based consumption•Interoperable: not tied to a proprietary vendor solution

The EPUB Platform Has Many Elements•EPUB specification•EPUBCheck content validator•EPUBTest reading system test suite•Readium rendering software•DRM mechanisms•Authoring tools and services for content creators•Collection exposure and delivery mechanisms (OPDS)•And more…

EPUB and the Broader Open Web Platform
Advance Via Cross-Organization Collaborations

Metadata
Layout &Styling
Accessibility

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EPUB Platform Status and Roadmap• Overall state of the platform and near-term goals• Specific initiatives• EPUBTest• EDUPUB• EPUB 3.1• Readium projects• Global IDPF/Readium support• EPUB-WEB vision

Global Situation for eBook Formats• EPUB has been universally adopted for ingestionof trade eBooks from publishers•

PDF did not play a significant role in the scale-up of
the trade eBook business• EPUB 3 w/ HTML5 and fixed layout support now
rapidly gaining adoption in eBooks• EPUB 3 is driving expansion of EPUB adoption
beyond trade publishing to address requirements
for mobile device and accessibility support

EPUB 3 Global Adoption•Reading System support for EPUB 3 rapidly increasing•Apple iBooks, Google Play Books, Kobo, Adobe, OverDrive, VitalSource, TXTR,Sony, Tokyo Shoseki, Shogakukan, ACCESS, Voyager Japan, Mantano, …

•EPUB 3 authoring tool options increasing•From high end (Adobe InDesign) to mass-market (Apple Pages, Ichitaro,Hangul WP)•Dozens of Publisher-focused workflow tools•Apple iBooks Author yesterday updated to support EPUB 3 export (v. 2.3)

•Japan, Taiwan, Korea have holistically adopted EPUB 3•Major US/Euro publishers have moved to EPUB 3•Hachette, Elsevier, O’Reilly, ..

•EPUB 3.0 approved as an ISO Technical Specification (TS) via JTC/1 SC34•DAISY has retargeted all tech development work from DTBook format to EPUB 3

Key Goals for 2015 and Beyond•Finish upgrade of EPUB 2 Reading Systems and supply chains to EPUB 3•Enable trade publishers to send one fixed-layout EPUB 3 to all channels
globally•Improve consistency of interactivity support in Reading Systems•Enable delivering title-specific UX (e.g. custom navigation)•Help eliminate authoring tool gaps
•Help publishers and stakeholders quantify achieved accessibility•Expand EPUB Platform adoption into new segments of global publishing•Education, STM publishing, digital magazines, corporate publishing, …

EPUBTest• Test suite, testing infrastructure, and reportingmethodology to systematically report on compliancelevels of EPUB support in reading systems• Test suite primarily developed by IDPF, infrastructure
supported by DAISY, reporting methodology by BISG
• http://epubtest.org

EDUPUB: EPUB 3 for delivering nativedigital EDU content• Complete general EPUB capabilities needed for EDU• Annotations, widget API, discrete entities, multiple renditions• Integrate key standards for LMS integration• IMS QTI, LTI, and Caliper Analytics• Develop EDU-semantic-enhanced profile of EPUB 3 content• Facilitate rapid implementation (via Readium open source)• Other holistic initiatives to promote deep interoperability(certification, …)• Collaboration between IDPF, IMS Global, W3C,Readium.org, and BISGEDUPUB 2015 Status• Full EPUB 3.01 conformance as minimum content baseline• Embedded Scriptable Components (ESCs) a MUST
• IMS LTI 1.2 as minimum application integration baseline• Enhance existing content and application conformance• EPUBCheck (content conformance)• EPUBTest (app conformance, linkage to IMS certification results)• EDUPUB semantic profile, annotations, multiple renditions,Caliper analytics, QTI• On track for completion/rollout but not 2015 “MUST”s• EPUBCheck, EPUBTest available with initial EDUPUB support• For more information see http://idpf.org/edupub

EPUB 3.1
• Next incremental revision of EPUB specifications• Starting now, to be completed by mid-2016• Will integrate EDUPUB enhancements, other modular extensions (Indexes,Dictionaries)• Aiming to better support other vertical markets (comics, magazines,sci/pro/scholarly, ad hoc corporate documents)• Interactive page transitions, customizable navigation, dig signatures• Aiming to improve alignment with base Open Web Platform• HTML serialization• EPUB 3.1 intended to be the baseline for EPUB ISO International Standard (IS)• Link to draft charter: http://bit.ly/1FS67aG• All IDPF members invited to participate in EPUB Working Groupand all work activities are done is public(mailing list: https://groups.google.com/forum/#!forum/epub-working-group )Readium Current Projects Status• Readium SDK• Rendering engine for native mobile and device apps
• 14 vendors already shipping apps based on Readium SDK• Adobe RMSDK now uses Readium SDK• Readium JS• Rendering engine for cloud and browser-stack apps
• Readium for Chrome – 460K active users• Readium DRM• Lightweight DRM system• First supporting app recently shipped (Learning Ally)Readium Projects Roadmap• Near-term
1. Readium SDK 1.x with more robust sample apps, improvedconformance, a11y improvements, LCP DRM integration, etc.
2. Finish Readium Cloud configuration of Readium JS
3. Launch Readium DRM• Rest of 2015
1. Support EDUPUB capabilities in Readium JS and Readium SDK
2. Add extensibility APIs to Readium SDK & Readium JS
3. Begin additional projects TBD

Readium DRM Launch Elements•••••••••

Security analysis/enhancement
Interoperability testing
Robustness rules
Key material provisioning
IP policy
Licensing program
Project management
Branding & Marketing
SupportScalable Model for New Readium Projects• Stakeholders with interest in particular area propose tofoster new project or sub-project, ideally with prototype /initial implementation already in progress• Readium Foundation provides infrastructure and canreceive earmarked financial contributions• Contributions can be used to hire consultants orprovide specialized infrastructure• Steering Committee of stakeholders guides the effort,
reporting to Readium Board and members

Potential New Readium Projects• Production-level mobile/desktop applications based onReadium SDK• Authoring tool for EPUB 3 content• Supporting OPDS (Open Publication Distribution System,an Atom-based protocol) within Readium Foundation• EPUB Print-on-demand (POD) initiative• EPUB Accessibility Checker initiative

Supporting IDPF/Readium Activities Globally• To help increase awareness and accelerate adoption theIDPF and Readium Boards have agreed to seek to foster
regional headquarters / R&D labs on a global basis• We anticipate launching our first center in 2015, with IDPFand Readium Europe headquartered in Paris, France• A consortium of stakeholders including the Frenchgovernment Ministry of Culture, Ministry of Finance,
French Publishers Association, and others are providing
significant financial support to enable this• We would like to start one or more Asian centers in thenear future

EPUB-WEB: a Long-Term Vision of IDPF andW3C to Unify EPUB and the Web•The next generation portable/packaged document format

EPUB-WEB•

Publishers gain access to all Web devices•

Users gain the capabilities of on-line
just-in-time content (when connected)•Web content creators gain enhanced formatting capabilities•

Features flow seamlessly between on-line and off-line
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Benefits of Participation in Development ofthe EPUB Platform• Accelerate technology development and adoption• Faster innovation of products and services with a
global reach• Reduce R&D and production costs for each individualorganization• Maximize impact and benefits by participating rather
than staying on the sidelines
27Thank You!
http://epubzone.org

http://idpf.org

http://readium.org
Email: bmccoy@idpf.org
Twitter: @billmccoyccoy@idpf.org