IDPF Groups: OEBPS Working Group
 

 

Charter for OEBPS Working Group

The following is the charter for the OEBPS 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:  Jon Ferraiolo (Adobe Systems, Inc.), Garth Conboy (eBook Technologies, Inc.) & Brady Duga (eBook Technologies, Inc.)
Date of Document:  March 24, 2006
Document Approved by Board: March 27, 2006
Charter Start Date:  March 27, 2006
Charter End Date: December 31, 2006
Working Charter Update Date: August 22, 2006

OEBPS Working Group

Mission

The mission of the Working Group is to update OEBPS 1.2 to improve the adoption and viability of the standard as both a cross-reading system interchange and production format as well as a final publication delivery format.

Scope

The scope of the Working Group activities is limited to the adoption/creation of the next version of the OEBPS specification and sample implementations thereof.  This version of OEBPS would be aligned with the expected OEBPS Unified Container Format Standard.

The Working Group will be the successor to the now closed Publication Structure Working Group which was responsible for maintaining and developing the OEBPS specifications.  See next section, “Development History”.

Due to the estimated time schedule for the deliverables of this Working Group, it is expected that the Working Group will produce a tightly constrained next version of OEBPS.  Following the publication of the resulting specification, the Working Group may choose to continue work on a substantially revised specification.  This, however, would require the Working Group to extend and revise its charter.

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 specification 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, there is significant amounts of work available for the OEBPS Working Group to use.

The main goals and near-completed work of PSWG’s 2.0 efforts were in the following areas of development:

Increased content owner control over publication presentation

Specific features in this area included better layout functionality to improve precise positioning, font and typography improvements, and device-specific processing.

International content

Improvements in the handling of international content were deemed necessary for the specification to adequately support publishing in world markets. Examples of improvements in this area were glyph resource specification, improved writing system features, and writing direction improvement.

Enhanced navigational structure

This included better support for searching, indexing, hierarchical structures, intra-publication references, and inter-publication links, as well as improvements in OEBPS 1.2 features such as guides and tours.

Metadata modularization

The metadata features of OEBPS were deemed to have needed substantial improvement to accommodate rapid changes in publishing metadata, DRM strategies, and device profiling. To handle the significant amount of work involved, PSWG turned substantive responsibility for metadata over to the proposed OEBF work group on metadata and focused on creating the modularity necessary to support this division of labor.

Meeting minutes and relevant documents to this effort can be found in the IDPF intranet at http://members.idpf.org/pswg.

Current Industry Problems

There are four main industry problems that this effort seeks to address in a new version of the OEBPS specification.

The first problem concerns OEBPS’s use in the industry as a modern production format.  Publishers and other creators of eBook content currently use OEBPS as a “source” document (OEBPS package and document files) and then conduct platform-specific processing and/or DRM-wrapping before the content is in a format that is displayed to an end user.  Since OEBPS 1.2 was developed on technologies available at the time of its publication in August 2002, the options for the structure and presentation of their electronic books are now somewhat dated.  This is both limiting adoption of the specification and causing reading system-specific modifications to be made to publication source files.

The second problem concerns the current industry lack of a final publication delivery format.  While the current OEBPS specification certainly offers the ability for an electronic book to be directly rendered by devices and software, this does not widely occur in the industry.  Consumers therefore receive platform-targeted eBooks.  This limits their ability to move content from one reading system to another and to archive content.  This problem is being at least partially addressed by the efforts of the Unified OEBPS Content Container Format working group, but should nonetheless also drive the OEBPS Working Group’s efforts.

The third problem is that insufficient control of content presentation fidelity exists in OEBPS 1.2 to optimally and consistently render complex or detailed content (e.g. detailed control over fonts and graphics).

The fourth problem is the lack of a “declarative table of contents” in OEBPS 1.2 – this both limits the accessibility and navigational robustness of OEBPS content.

Accessibility

E-books can provide an accessible reading experience for users with disabilities as long as authors and publishers conform to accepted industry standards for the creation of accessible electronic materials.  This specification will contain a statement emphasizing and illustrating the importance of accessible design in e-books.

OEBPS will incorporate features that ensure content can be made accessible to everyone. OEBPS publications should be authored in accordance with the W3C Web Content Accessibility Guidelines 1.0 (http://www.w3.org/TR/1999/WAI-WEBCONTENT-19990505/) to ensure that the broadest possible set of users will have access to books delivered in this format.  To encourage authors to create accessible materials, this specification will include code examples that draw attention to accessible markup, where appropriate.  If the Web Content Accessibility Guidelines Working Group (http://www.w3.org/WAI/GL/) releases the Web Content Accessibility Guidelines 2.0 while this OEPBPS working group is active, the new OEBPS specification shall recommend that authors conform to that specification (the current draft is available at http://www.w3.org/TR/WCAG20/).   

Preliminary Solutions

The direction of the Working Group would be as follows:

  • Modernize OEBPS for use by content creators and conversion houses as a modern production format.  Preliminary solutions may include:
    • Update OEBPS based on developments in underlying W3C family of standards including XML namespaces, XHTML & CSS
    • Enhance OEBPS in the area of navigation including searching, indexing, hierarchical structures, intra-publication references, and inter-publication links.  These enhancements could be derived from adopting external development (e.g. by Daisy) or by leveraging prior OEBPS work in this area
    • Standardization of OEBPS declarative table of contents
    • Support the option of embedding outline fonts
    • Support the option of embedded vector graphics supporting high-resolution graphical content, i.e. flow charts, pictures, etc.
  • Optimize OEBPS for use as a final publication delivery format. 
    • Align to optimally utilize new IDPF Unified OEBPS Container Format. Publishers would allow for the sale of content (optionally after DRM-wrapping) into Reading Systems that natively accept and render OEBPS with viable fidelity.
    • Nothing in this effort will prevent the future use of DRM.  Communication of DRM requirements from publishers to distributors and resellers could be accomplished via various mechanisms (note that the standardization of such mechanisms is not within the scope of the OEBPS effort)
    • Maximize compatibility with OEBPS 1.2, 1.0.1 and 1.0 specifications and existing OEBPS content.
    • Because of the desired time schedule for deliverables of this tightly constrained next version of OEBPS, the Working Group should not support arbitrary changes (beyond those described herein), deprecation or removal of OEBPS 1.2 features that are supported in implementations.
  • Promotion and invitation to work on the specification from other standards groups and interested organizations, formal or informal. Such organizations may include OASIS, OpenReader, NewsML, TEI, Daisy and others.  Specifically, the Working Group will address possible endorsement of standards to evolve a specification to gain greater adoption. 
  • Retain open and patent-unencumbered status of OEBPS.
  • Preference for adopting existing standards rather than creation of new ones in order to facilitate the timely creation, adoption and implementation of the resultant standard.

Duration of Working Group Charter

The Working Group should be chartered for the duration of 2006.  The Working Group expects an initial working draft published by August 1, 2006 that can be a basis for experimental implementations, and a final standard recommendation submitted to the Board by November 1, 2006.

Nature of Deliverables

Working group deliverables will include:

  • Minutes from Working Group conference calls and face-to-face meetings as well as working documents published on a Working Group sharepoint website.
  • Publication as Informational Document of a Requirements document for this effort prior to the specification writing process.
  • Adopt and/or design technologies for next version of OEBPS; generate IDPF specification thereof.

Following publication of the specification, the Working Group will encourage vendors to produce the following:

  • Sample implementations of content creator, publisher and conversion house use of the specification as a cross-reading system interchange and production format used to create proprietary or alternate content formats
  • Sample implementations for OEBPS compliant Reading Systems to use next version of OEBPS and OEBPS Unified Container Format as a final publication delivery format.
  • Conformance-checking tool for both the Unified OEBPS Container Format and the embedded OEBPS publication to help ensure cross-Reading System interoperability.
  • Enhanced versions of various Reading Systems that can take the Unified OEBPS Container Format and embedded OEBPS 2.0 publications as input for presentation or preview.

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.  The Working Group will retain open & patent-unencumbered status of the OEBPS format.

Work Schedule

  1. Gather and agree on requirements to achieve scope of charter from new industry input as well as from OEBPS 2.0 efforts
  2. Consider proposals for meeting requirements and determine direction
  3. Write and review initial working draft
  4. Iterate and refine based on comments and experience from implementers.
  5. Publication of Specification

The Working Group estimates submission of a specification to the IDPF output process by November 1, 2006.

Meeting Schedule

Bi-weekly or more frequent 1-hour teleconferences, with face-to-face meetings during steps 1 through 4 of the work schedule.

Communication to IDPF Members

All Working Group documents will be made available to all IDPF Members via the Working Group’s IDPF Intranet.  Working Group Chairs will be available to 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 1-hour teleconference calls.  In addition, Working Group members are expected to attend one or more face–to-face meetings during steps 1 through 4 of the work schedule above.  Face to face meetings are usually 2 day conferences and usually take place in New York City.  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 specification design and drafting.

Members of Working Group

Andy Henrick (eReader.com)
Andy Williams (Cambridge University Press)
Angel Ancin (iRex Technologies)
Ben Trafford - Invited Expert
Bill McCoy, Adobe (Adobe Systems, Inc.)
Birgitte Elbek (Greenwood Publishing Inc.)
Brady Duga, (eBook Technologies, Inc.) - Working Group Chair
Clint Brauer (SONY)
Eli Willner (Green Point Technology Services)
Elizabeth Mackey (eReader.com)
Garth Conboy, (eBook Technologies, Inc.) - Working Group Chair
Gary Taylor (Motricity)
Gary Varnell (Osoft.com)
Geoff Freed (NCAM at the WGBH Educational Foundation)
George Kerscher (DAISY Consortium)
Jan van de Kamer (iRex Technologies)
Janice Carter (Benetech)
Jason E. Barkeloo (Somatic Digital)
Jennifer Sutton (Benetech)
Jerry Bloom (Treasures Media Inc.)
John Rivlin (eBook Technologies, Inc.) - Working Group Chair
Johnson Lee (Prime View International)
Jon Noring (OpenReader Consortium) -  Invited Expert
Jonathan Hevenstone (Publishing Dimensions) - Working Group Vice-Chair
Linh N. Do (Random House)
Markus Gylling (DAISY Consortium)
Mike Smith (Harlequin)
Neil De Young (Hachette Book Group)
Nick Bogaty (IDPF) - Working Group Secretary
Peter Sorotokin (Adobe Systems Inc.)
Rick Bowes - Invited Expert
Ric Wright (Adobe Systems Inc.)
Richard Cohn (Adobe Systems Inc.)
Rick Johnson (Vital Source Technologies)
Ron Stewart (Dolphin Computer Access)
Sean Allison (Motricity)
Steve Kotrch, (Simon & Schuster)
Tyler Ruse (Codemantra)
William Younts (Motricity)