Typesetting Accent Marks for Print and eBooks

If you’re working on a book that contains accent and diacritical marks, it’s very important to choose the right font format for design and typesetting.

Most of the older Mac fonts have limited character sets for accent marks and diacriticals. A lot of the common characters are in the font sets, including acute accents over a’s and e’s, etc., but I constantly run into marks that have to be “hand-set” by adding the accent mark after the letter it should go over, and then using kerning to move the accent marks into place.

Although far from ideal, this method has been working for me for a long time. However, now that I am converting print books into eBooks, the accent marks won’t display correctly if I use 2 keystrokes to create the accented letter.

Fortunately, there’s an easy solution to this problem that will also make typesetting the print edition faster than before.

The Times New Roman font has a very complete character set and is the font most frequently used by the authors and publishers that I work with. I’m not suggesting that you typeset all books using Times New Roman, but if you run into a character that won’t display properly in the font you are using, try converting the character to Times New Roman to see what it’s supposed to look like.

I find that it’s best to use .otf (OpenType) fonts when designing print and eBooks. OpenType fonts have much more complete character sets than the older-type fonts. You can also use the OpenType Fractions with .otf fonts (Fractions doesn’t work with the older fonts).

When preparing a book in InDesign or Quark for both print and eBook editions, it’s more important than ever to keep the formatting as clean and streamlined as possible. I always consider the eBook edition when I’m working on the print files, but I am careful not to introduce eBook formatting that might interfere with the proper output of the print edition.

PDF Reader App for iPad

I just installed the PDF Reader from YUYAO Mobile Software, Inc., on my iPad (available for $1.99 from the Apple App Store). I was able to easily connect to my box.net account and quickly download multiple PDF files to my iPad.

One of the books I was looking at has a print trim size of 8.5″ x 11″. It is very readable and looks great on the iPad. I wouldn’t want to read this book in PDF format on an iPhone, but it’s great to be able to view books in their printed form on the iPad.

EPUB and eBooks: Quark or InDesign?

I prefer using InDesign for designing and laying out books even though I have been using Quark XPress for over twenty years. I recently upgraded to Quark 9, the first version with the ability to export to EPUB.

When preparing a book for both print and eBook editions, there is a fair amount of work to do to get the Quark files in shape for export to EPUB.

Fonts must have bold and italic attributes set (or reset), rather than the actual bold and italic fonts as required by most book printers. If you don’t have the font attributes set, all of the text will come through as roman.

If you have ever attempted to export a regular text file from Quark, you will have run into the same issue. It’s not a big deal, but it will take some time to convert the fonts, especially if you have a separate Quark file for each chapter of the book.

When InDesign makes an EPUB file, all of the active text on the pages will appear in the EPUB–not always in the order you want or expect, but everything should be there. Elements that are on master pages will not show up in the EPUB unless they have been activated on the pages, such as when changes to the text of the headers and footers are done on the actual pages rather than on the master pages.

You can make a separate set of InDesign files and delete extraneous text from the InDesign files before making the EPUB file, but I usually find it easier to make the EPUB from the existing InDesign files and then make additions and deletions to the xhtml files in the EPUB using Adobe Dreamweaver (see my previous article on unstuffing EPUB files to open and edit the xhtml files– “Creating and Formatting EPUB Files with InDesign”).

My Quark EPUB files pass validation as is. I have to modify the dc:date line in the content.opf file of my InDesign EPUB files for them to pass validation (see my previous article on unstuffing EPUB files to open and edit the content.opf file—“Creating and Formatting EPUB Files with InDesign”).

Quark does not export any text until you designate the text (and other elements) that you want to appear in the EPUB. To add text (or images) to the EPUB, choose “Digital Publishing” in the Item menu, and add text as a “New Article” using “Add to Reflow View.” You can then arrange the articles in the order you want them to appear in the EPUB using the up and down arrows in the “Reflow Tagging” window, which is located in the Window menu.

I like a lot of the new features of Quark 9, but overall the process for creating EPUB seems to be easier and faster using InDesign.

Dingbats for Book Design: Fonts or Graphics?

I used to prefer using font-based dingbats for book design elements in InDesign and Quark because they are easier to work with than dingbats that are graphic-based, such as eps, tiff, or jpeg files.

This approach worked for many years, but now that most books are being converted to EPUB/eBooks, the font-based dingbats are showing up in the unedited EPUB files as odd-looking keystrokes without the font attributes.

You can try embedding the fonts in the EPUB file to make the dingbats show up, but so far I have had better luck not embedding fonts when making EPUB from InDesign CS 4 or CS5.

I have two methods for removing dingbats from books that are typeset in InDesign:

1. Remove the keystrokes remaining from the fonts from the xhtml files in Dreamweaver (or another xhtml editor)

2. Create a new set of InDesign files with the dingbats removed before making the EPUB file

If you do want the dingbats to appear in the EPUB/eBook, one method is to convert the dingbats into eps files (using Adobe Illustrator) before placing them into InDesign. There are several other file types that will work, but I prefer eps files for image quality. The dingbat file has to be high resolution so that it looks good in the printed book.

Many dingbats are sold as high-resolution graphic files, but a lot of the books I typeset use font-based dingbats in design templates that were developed by publishers long before print books began to be converted into eBooks.

I have no doubt that the design standards and possibilities of eBooks will continue to evolve, and that people will come to expect and appreciate eBook design that doesn’t look like it was typeset in an early version of Microsoft Word!

Converting PowerPoint Slides to EPS Files

To convert a PowerPoint slide into an .eps or other high resolution file type that can be placed into InDesign or Quark:

1. Save the PowerPoint slides as a PDF

2. Open the PDF in Adobe Illustrator

3. Resave the file as an .eps or .ai file

You should be able to edit/modify the text and graphics that were created in PowerPoint. The text and graphics that were originally placed in PowerPoint as tiff or jpeg files will not have editable text.

Book Design for eBooks

Most book design and typesetting conventions exist to make it easier for readers to make sense of the words on a printed page. However, many of these traditional book design and typesetting rules and conventions do not apply to the design of eBooks. One of the most obvious differences is that there are no right (recto) or left (verso) pages in an eBook.

When I design a book that will not be printed and will be sold solely as an electronic PDF book and/or EPUB eBook, the first thing I do is to center the main text block on the page. There is no need to leave extra white space on the inside margins to allow for the book’s binding, but I still leave a generous amount of white space on either side of the main text block of the PDF for ease of reading. The margins of the EPUB eBook are determined by the reader’s settings.

A typical eBook layout might have the running head text centered at the top of the page and the page number centered at the bottom of the page. Another option would be to place a rule (line) below the running head followed by the page number all in a block at the top (or bottom) of the page.

For printed books, I usually begin chapter openers on right-hand (recto) pages unless the publisher wants to keep the page count to a minimum. There are many reasons for starting chapters on recto pages aside from the fact that readers can more easily find the chapter openers.

From a typesetting/layout perspective, if author or editorial revisions made to the typeset pages at the proofing stage cause a single or odd number of pages to be added or removed, the left/right orientation of the remaining book pages will shift. This creates extra work for the typesetter and for the proofreader/editor, as all of the shifted pages have to be carefully checked. If all chapters begin on recto pages, it’s easy to renumber the subsequent pages without changing the recto/verso orientation of the rest of the book.

To make all chapters begin on recto/right pages, a blank verso/left page must be added to chapters that end on recto pages. Some books are designed as 2-page spreads, with the chapter openers on the left/verso pages. This design can be used for aesthetic reasons, because the designer or publisher wants something a little unusual, or to allow for a chapter opener that is preceded by an accompanying photograph appearing on the verso page.

For a PDF eBook there’s no need to set most (or all) of the blank pages that are traditionally used in the frontmatter (title page, contents, preface, etc.) and backmatter (notes, references, index, etc.) to make opener pages all begin on right/recto pages. The reader of a PDF eBook has no need for these blank pages and may be distracted or confused by them.

I almost always use recto page openers (or 2-page verso/recto spreads) for the frontmatter pages, but it’s more a matter of custom than necessity. I do not begin chapters (other than chapter 1 or the introduction) on new right pages in electronic PDFs if it means having to add a blank at the end of the preceding chapter. When I design and typeset a book that is also going to be printed, the PDF eBooks will include blank pages and recto openers as in the printed edition. I can make a PDF eBook without blanks and other artifacts of the printed book, but it requires some reworking and reproofing of the pages.

Recto and verso pages are often designed as mirror images, with elements such as page numbers and extra white space appearing on the outer margins of each page. Print book designers are used to thinking and working in terms of recto and verso pages. I find it distracting to read a PDF book that uses a different (even if mirror) design for opposite pages. Some people may be viewing books on large electronic screens with 2-page verso/recto spreads, but at this time most people are reading books on smaller screens.

The best and proper use of hyphenation is one of the major issues in book typesetting. Page layout programs such as InDesign and Quark XPress give designers a lot of control over how text is hyphenated, including how many hyphenated lines can appear in a row (I always set the maximum to 2 hyphens in a row), and how many letters can come before or after the hyphen (I prefer to have 3 letters before and after hyphens, but I will set the text for a minimum of 2 characters before and after hyphens for text with short columns or when trying to reduce a book’s page count.

Some publishers are okay with a left/verso page ending with a hyphen, but I never typeset a book with a right/recto page ending with a hyphen.

When I first began typesetting books 25 years ago, the editors and designers I worked with spent a lot of time and effort on typographical concerns, including whether the space between words or letters was too tight or loose, or if 2 lines of text in a row ended or began with the same word. Some publishers still won’t accept typesetting unless each paragraph ends with at least 2 words. I don’t always follow the 2-words-minimum rule, but I do try to balance each paragraph in the best way possible, regarding hyphenation and the tightness or looseness (tracking) of the text.

Every publisher has different standards and requirements for the design and typesetting of their books. My goal is to surpass everyone’s expectations, and to apply the best of everything I know  to each of the books I work on.

Jigsaw Puzzles, Book Design, and Typesetting

If I could live forever, I would spend a lot of that time doing jigsaw puzzles. There is almost nothing I would rather do than put together a 500- to 5,000-piece jigsaw puzzle.

My personal record for putting together a 500-piece jigsaw puzzle is 29 minutes, accomplished when I was fourteen years old. My goal was to keep doing the same puzzle over and over again until I could finish it in less than 30 minutes.

My grandfather was so impressed with my jigsaw puzzle skills that he framed several of my puzzles, including a 1,000-piece jigsaw puzzle of a waterfront scene with a bronze plaque that read: “Andrea Reider, age 5.”

I’ve asked my mother why she let me work on such large puzzles when I was so young. She told me that it was a gradual process and that when the smaller puzzles became too easy for me I used to turn the pieces upside down and put the puzzle together without the picture.

I think typesetting and laying out books requires many of the same skills used in putting together jigsaw puzzles. One big difference is that jigsaw puzzles always come to the same conclusion, whereas a book designed and typeset by me would come out very differently from the work of another designer or typesetter.

There are hundreds of small-to-medium decisions that affect the design and layout of a book–or how long it takes to put together a jigsaw puzzle. I still love doing jigsaw puzzles, but I spend a lot more time these days designing and typesetting books.