Any word you have to hunt for in a thesaurus is the wrong word. There are no exceptions to this rule.

Discovered in 1001 Rules for My Unborn Son. It comes in as #432.

However, particularly in the corporate world, you may not want to make your book publically available. So how do you get all the benefits of an eBook on the iPad (and/or the excuse to buy an iPad for business use) but without releasing your internal documents to the world? After some research, trial and error, the process is really quite simple.

To have your very own library on your very own iPad just three steps are required:

1. create a valid eBook
2. drag that book into iTunes, and
3. synchronise your iPad with your updated iTunes library.

Your personal eBook will then be available on your iPad, right there alongside, and indistinguishable in quality, your John Grisham collection. Or your Alice in Wonderland collection if still stuck in a region – like here in Australia – with no functioning iBooks store.

Step 1. Create a valid eBook

While this may appear daunting it’s really straightforward once you realise a few simple truths.

• iBooks supports eBooks produced in the standard ePub format (read more on Wikipedia)
• an ePub book is simple a zipped folder with a different extension (changes .zip to .epub)
• within your eBook your content must be included as XHTML files, one file per chapter
• accompanying your content are a variety of XML files that define the structure and order of your content

And that’s it. You don’t need anything more complicated than a text editor and a folder zipping tool. It’s so simple I strongly recommend you (at least the first time) build one manually. It’ll give you a much better understanding of how it all comes together, and what options you have in defining and manipulating your content.

There are several tutorials online to help guide you through the process to build an eBook.  I recommend you follow this one from jedisaber. Download the sample file provided and follow the steps.

If your experience is the same as mine, most of the issues you’ll face when generating your first book will be in producing valid XHTML content. As such it’s recommended you build and validate this first. Issues I had included:

• incorrect nesting of tags
• not closing tags (particularly the img and br items)
• missing attributes (particularly alt on all my images)

However use a decent XHTML validator (if not using Safari – which tests automagically – go for the master and use the one from W3C) and you’ll get through them.

Outside the XHTML the only other issue was in ensuring all the content files were encoded correctly:

On the Mac I was using BBEdit. It gives you an option in the Edit Window to set the encoding: pick UTF-8. Note I also picked Windows CRLF because I was using a PC to package the book, more on that later.

On the PC I was using Notepad to edit. It allows you to set the encoding when saving. Again, choose UTF-8.

 
Once all your content is complete and valid, you can then compile your book in the folder you’ll then zip and rename to become the finished ePub. Follow the instructions (and sample) from jedisaber:

1. ignore mimetype and META-INF (content does not need to change from one book to the next)
2. load your valid content into OPS folder, documents and images (use subdirectory for your images if you set the URLs in your content to match)
3. edit content.opf (XML file) to list all your content (and only your content – remove references to sample files not used). Make sure the URLs are correct, particularly if using subdirectories in OPS to organise your content
4. edit toc.ncx (XML file) to list your content in the order to be navigated and with the section/chapter titles as you want them to be shown
5. ZIP the folder
6. Rename the folder from a .ZIP extension to a .ePUB extension

Be careful generating the ZIP version on a Mac using the built in compression tool. Not only does this incorporate all the hidden OSX files (DS_Store, etc) it also seems to put an extra folder layer in. I was only able to generate the correctly formatted ZIP file using Winzip on a PC.  This also allowed me to set the compression for the mimetype file to 0% as requested.

Note I managed to resolve the “extra folder” issue in OSX. Trick is not to choose your eBook folder to compress. Instead select the contents of that folder (should be three things: mimetype and META-INF and OEBPS folders) and compress them. You’ll get an Archive.Zip file you can then rename. This doesn’t resolve the potential issue with hidden files but I’ve not had any issues with ePUBs built this way since.

I then suggest you validate the eBook prior to the move into iTunes. Use the online threepress tool – it’s free. It may identify a few items you’ll need to return to your source to resolve. Just make the edits, rebuild/rename the ZIP and try again.

With that tool the only error I was not able to get rid of concerned the length of the first filename. I’m guessing this is because the requirement is for mimetype to be the first file in the ZIP file but I could not find any way to enforce this. However even with this error I did not get any issues with the subsequent steps so if you get this error, ignore it like I did.

If the book validates, then also consider testing it in a reader outside of iTunes. I used the bookworm from O’Reilly. Alternatively try Adobe Digital Editions, a free download so you can test your books without a web connection.

Step 2. Drag into iTunes

Simply open iTunes, select your Books folder, and drag your .epub file into the window. If all works well you should see your book listed, with its cover appearing in all its glory.

Note you cannot open/view/test the book from here. That only happens when you get it onto the iPad.

Step 3. Synchronise and launch on your iPad

When you sync your iPad just ensure its set to include all new eBooks. Your file will then get copied across and be ready for use. Congratulations!

Next steps

Using XHTML it’s straightforward to include text and images in your content. So feel free to improve on your content’s richness. Also consider adding a stylesheet (include in your content.opf file, as well as referenced in your XHTML) to further enhance the presentation.

You can easily add a nicer title/cover page so your book looks better on the shelf. Either build in XHTML or just create as a nice image and include.

From this foundation, the next step for me is to see if possible to include some richer media in the book. For example a video or audio snippet. We’ll see how that goes….

Resources

• ePub description: htpp://en.wikipedia.org/wiki/EPUB
• Tutorial on building an eBook: http://www.jedisaber.com/eBooks/tutorial.asp
• Sample/Template ePub project: http://www.jedisaber.com/eBooks/books/sample.epub
• Online XHTML validator: http://validator.w3.org
• Online ePub validator: http://www.threepress.org/document/epub-validate/
• ePub viewers: http://bookworm.oreilly.com (online, registration required), or Adobe Digital Editions (download, registration required)

Note: All the online tools listed here require you to upload your content to their servers. Be mindful of how secure you want/need your content to remain before using any of these tools.

However every now and then you find missing a feature you take for granted in the opposition.  One of those is vertically aligned column headings.

And that’s it.

If needing to add vertical headings to multiple columns it’s easier to duplicate the first one (click Option-Drag) and edit, rather than creating several from afresh.

Always be wary of any helpful item that weighs less than its operating manual.

The methodology was initially developed in the 1960s in the US. It is often described as research-based since all its techniques and principles are derived from research in human factors, cognitive science, etc.

The methodology is owned by Information Mapping Inc, based in Waltham Massachusetts. Partnerships are established worldwide to provide Information Mapping training and support in other countries.

methodology in a nutshell…

Information Mapping™ provides a simple three-stage process for creating documents: analyse, organise, present.

For analysis:

• Information Mapping™ identifies all information as one of a limited series of types (eg process vs procedure vs principle, etc).
• The key activity when analysing information is determining its type.

For organisation:

• Information Mapping™ provides a series of principles on how to organise your information types.
• Key to the principles is:
  • breaking information into discrete, bite-sized chunks (called blocks) on a single topic
  • limiting the number of blocks in a topic (called a map, hence the name of the methodology) to 7±2. This magical number is the theoretical limit of human short-term memory. Organising information around this limit helps users comprehend the content without feeling overwhelmed.

For presentation:

• Information Mapping™ provides recommendations of the most effective formats for presenting each of the information types
• Additionally it provides principles to help ensure the document is easy to scan/speed-read.

The methodology introduces two new organisational units for documents:

• block – a single unit of information (= one information type) on a single subject. Can contain text, tables, images, etc. To be “blocked” it needs to be visually distinct from other blocks (the presentation standard is a line above/below) and with a label that describes its content.
• map – a collection of blocks (7±2 ideally) on a single topic. It contains all the blocks on the given topic as well as an any introduction/conclusion block(s) required.

Above the map, mapped documents are organised into sections, then parts. Key at all levels is adherence to the 7±2 limit (eg a section should not have more than 9 maps, a part no more than 9 sections, etc).

what are the advantages?

There are three real advantages for organisations in adopting Information Mapping™:

• improvement in document quality
• upskilling/appraisal of new writers
• standarisation of large writing teams

quality

A great deal of research has been conducted to quantify performance benefits when adopting IM. While your own figures may differ from the scientists there is no doubt that a well written IM document is easier use, particularly for reference (easy to scan, easy to find specific content, easy to understand that content when found).

upskilling

Information Mapping provides a framework that crystallises a great number of principles and techniques that good writers use anyway. It is therefore an excellent tool for:

• raising the level of new writers
• ensuring an acceptable rate of output for new users (no more writer’s block)
• providing an assessment framework for helping good writers explain the issues with bad writing (without it getting too subjective/personal)

standardisation

Since the methodology is definitive in its principles, it is invaluable when trying to ensure a consistent and standard output across multiple writers. When well written, mapped content can easily be assigned/re-assigned between writers with everyone “understanding” exactly what each topic is to contain and how to provide it.

By adopting the methodology, organisations are also able to draw upon existing mapping trained writers to augment their in-house development teams. Eg if you need 5 manuals written, and only have resources for 2 of them you can outsource the others confident that the format/style will be consistent for all.

what are the disadvantages?

There are no real disadvantages, just two issues it is best to be aware of before committing to it.

• paper-centric
• presentation-obsessed

paper-centric

Traditionally (i.e. it predates the internet) Information Mapping™ is a paper-based approach. Now all of the techniques and principles are equally applicable online, but it does take some flexibility/creativity to make best use of the online format and adhere to the presentation guidelines.

To this end it is recommended you spend the time to review/define a formal mapping template for any online document before your writing team get too far into its development.

presentation-obsessed

Information Mapping Inc. say it all the time, and I agree with them: simply using the mapping template does not a mapped document make. The presentation is the tip of the iceberg (in workshops they used to say presentation was maybe 20% of the method’s power).

The recommended presentation is the optimum based on the research, but you are free to manipulate to better fit your own needs.

On most Information Mapping™ workshops, participants are provided a template and formatting tool (called Formatting Solutions) that facilitates development of IM-formatted documents. This is a series of MS Word templates/macros to speed up the production of IM documents. If skilled (or willing to pay) these templates can be customised for your own needs.

what are the alternatives?

A large number of training companies offer technical writing courses. And most of them will include principles similar to those in Information Mapping™. However IM probably rules the roost in terms of research-basis and consistency.

The only other method that probably came close to the rigour of Information Mapping™ was “Read-to-Do”. However we’ve been unable to find any recent references to this alternative, so perhaps it has fallen by the wayside.

how do I learn Information Mapping™?

You can only learn the method by attending a formal workshop organised by Information Mapping Inc or one of its partners. Depending on your location a series of workshops are available for different writing needs (eg writing memos vs writing technical handbooks).

All partners offer the workshops as public or in-house. In-house workshops are good if able to train your entire team, particularly if you can spend the time up-front to help customise the course content/templates (eg use your own materials during the exercises, etc).

how do I find out more?

The Information Mapping Inc website contains a lot of useful information and research on the methodology, including examples.

Alternatively contact your local partner (for Australasia it is TACTICS Consulting) who will be keen to provide any information you require.