EPUB 2.0.1 Working Group Charter

EPUB Maintenance Working Group Charter

The following is the charter for the EPUB Standards Maintenance Working Group.  The group will begin meetings immediately.  Participation in the group is open to IDPF members and invited experts (invited at the discretion of the chairs of the working group). If you have any questions, please contact the IDPF.

Document Submitted by: George Kerscher (DAISY Consortium), Garth Conboy (eBook Technologies, Inc.)
Date of Document: August 12, 2009 (Revised list of Participants)
Document Approved by Board: June 8, 2009
Charter Ratified by IDPF Members: June 23, 2009 (unanimous vote)
Charter Start Date: August 19, 2009
Charter End Date: TBD
Working Charter Update Date:


The International Digital Publishing Forum (IDPF) in the USA has accepted the offer from the DAISY Consortium, a founding member of the IDPF registered as an Association in Switzerland, to assist in the maintenance of the IDPF Standards. This document defines the Charter for the “EPUB Standards Maintenance Working Group.”

DAISY Consortium Meets the Following Criteria:

  1. It has communicated to the IDPF Board a willingness to assist in the maintenance of the Standard
  2. It is recognized as one of the technical leaders of the Standard
  3. It has the DAISY Board’s approval to use resources* for maintenance of the Standard
  4. It has the communication infrastructure to promote the Standard
  5. It has the technical ability to maintain technical documents

The DAISY Consortium's vision is in harmony with the vision of IDPF. The DAISY Consortium Board of Directors, in keeping with the DAISY Mission, will support the development of IDPF standards, implementations, and the promotion of IDPF Standards. As the identified maintenance organization, the EPUB Standards Maintenance Group is expected to report to the DAISY Board of Directors, as well as the IDPF Board of Directors, on a regular basis. It is expected that reports will be provided to both organizations simultaneously.

* The DAISY Consortium will contribute Web services including the issues tracking database, a Wiki for the working group, and leadership. DAISY contributions to the validation software have been significant and they intend to continue this contribution. DAISY expects to be helpful in the circulation of announcements, call for review, etc…EPUB Standards Maintenance WG

Working Group Mission

The objectives of the Working Group are twofold. One set of activities governs maintenance of the current EPUB Standards (i.e. OCF, OPF, and OPS), while another set of activities addresses the need to keep the Standards current and up-to-date. See “Development History,” below.

Maintaining the strategic direction of the Standards is the highest-level activity of the EPUB Standards Maintenance Working Group.

Working Group Scope

Maintenance Activities:

  1. Resolving issues identified in current releases of the Standards
  2. Releasing updates to the Standards that resolve issues that are determined to be errors
  3. Tracking issues that are identified to be possible requirements for future standards development
  4. Reviewing guidelines and sample content developed in support of the Standards
  5. Developing and maintaining a set of conformance tests for EPUB rendering developed by the working group (Note: this is work inherited from the Publication Structure working group)

Activities to Keep the Standards Current and Up-to-date:

  1. Tracking technology and publishing trends that could influence the future direction of the Standards
  2. Recommending exploration of revisions to the Standards
  3. Collecting requirements for revisions to the Standards
  4. Analyzing requirements and determine if a revision of the Standards is to be recommended
  5. Participating in working groups for the revision of the Standards

Development History

The original OEBPS 1.0 specification was published in September 1999 followed by two updates to the specification, 1.0.1 in June 2001, and 1.2 in August 2002. Work on these specifications was guided by the Publication Structure Working Group (PSWG).

From 2002 through the summer of 2003, PSWG worked on an upgrade of the OEBPS specification (slated to be version 2.0) and achieved a significant amount of work, but was unable to complete the specification. While the group decided to officially cease meeting in July 2003, significant work product was created.

Leveraging these previous efforts, two subsequent working groups were chartered: the Common OEBPS Container Working Group in November of 2005, and the OEBPS Working Group in March of 2006. The OEBPS Container Format (OCF) Standard was approved in October of 2006. The Open Packing Format (OPF) 2.0 and Open Publication Structure (OPS) 2.0 Standards were approved in September of 2007.

“EPUB” is the unifying term used to denote an OPF/OPS publication packaged within an OCF container. This Working Group shall be chartered with the maintenance of EPUB Standards.

Duration of Working Group Charter

The Working Group should be chartered for the remainder of 2009 and through 2010. The Working Group expects to publish updated Specifications, Informational Documents and test suites throughout its period of operation.

Intellectual Property and IDPF Corporate Documents

All work in the Working Group will be in compliance with the IDPF membership agreement, intellectual property policy, anti-trust documents, policies and procedures and bylaws of the IDPF. In approving the maintenance group charter, the Board guidance included as a goal that EPUB Standards should continue to be freely implementable by anyone, without requiring implementers to individually secure patent licenses.

Working Group Composition

The Working Group will have a minimum of 7 voting members. No company or organization may have more than 2 voting members on the working group.

In addition, experts may be approved to participate in working group activities, but these experts do not have the right to vote on matters that come before the working group.

Communication to IDPF Members

All Working Group documents will be made available to all IDPF Members. Working Group Chairs will be available to the IDPF Board for updates on the progress of the Working Group. All IDPF members will be encouraged to participate in the Working Group as well as select Invited Experts to be selected by the Working Group.

Estimated Time Commitment for IDPF Members

Working Group members are expected to attend bi-weekly or more frequent one-hour teleconference calls, unless the working group determines otherwise. In addition, Working Group members are expected to attend one or more face–to-face meetings per year. Face to face meetings are usually two day conferences, and the location is determined by the Working Group. Travel expenses are not paid for, but food is provided during the meetings.

Working Group members are also expected to volunteer additional time for technical research, specification drafting and other activities pursued by the Working Group. This off-call, and off-face-to-face time investment should range from 3-10 hours per month during the height of development.

Processand Good Standing for Voting

The Working Group will conform to the policy and procedures established by the IDPF, which is in harmony with DAISY Consortium process. This can be found on the IDPF Web site under “IDPF Policy and Procedures” (refer to section 4).

Working Group Leadership

Chairs: George Kerscher (DAISY Consortium.)
Vice-Chair: Garth Conboy (eBook Technologies, Inc.)
Secretary; Michael Smith, IDPF

Preliminary Working Group

Companies participating in EPUB Standards Maintenance Group include: Adobe, AIE, Apex CoVantage, Aptara, Barnes & Noble, Benetech, BookNet Canada, Bowker, Cambridge University Press, codeMantra, Crossway Books and Bibles, DAISY Consortium, Design Science, Digital Divide Data, DNL Reader, EasyPress Technologies, eBook Technologies, Educational Testing Service, Entourage Systems, EPUB Users Group (UK), Feedbooks, Follett, Hachette, HarperCollins, HOV Services, Ingram Digital, Innodata Isogen, John Wiley & Sons, LibreDigital, McGraw-Hill Professional, National Library and Archives of Iran, O'Reilly Media, OverDrive, Pearson, Penguin, Random House, Simplicissimus Book Farm, TexTech, The Publishers Association, Threepress Consulting, University of Montreal, Vision Australia, Wiley/Blackwell, World Health Organization.

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