PREPARING YOUR EPUB

Workflow: Production Milestones

Establishing clear phases in the ePub production process will help to avoid miscommunication and improve efficiencies.


Before The Project Begins

Step 1


Before the content owner starts work on the ePub he/she should execute the following:

  • Complete the questionnaire;
  • Gather content assets;
  • Discuss strategic needs, best possible outcomes and the outline with leaders of the teams involved. This clarifies the staff resources dedicated to the project.

Step 2


The project manager provides the ITC procurement team with the completed questionnaire, concept outline, terms of reference and assets.

Terms of reference specify which external resources are required. If the project is handled internally by ITC, this information goes to staff with designated roles. If external partners are included, they will receive the information via our procurement team.

Step 3


Where ITC outsources some or all of the work for the ePub, selected contractors will confirm timelines, milestones and production stages. They will assess the content and discuss relevant dates with ITC before starting work on the project.

Staff members must understand that companies and consultants book their time for projects weeks/months in advance, and are not always on stand-by.

The Project Begins

For a quick training session on how to design a publication on Foleon, please visit the following link:

Conceptualising and Writing

The final number of characters, sections or pop-ups influences the size and number of design elements in your ePub. The content owner should try to be as concise as possible.

Step 4


The content owner writes and conceptualises the ePub.

Conceptualizing and Writing

The final number of characters, sections or pop-ups influences the size and number of several design elements. The content owner should try to be as concise as possible.

Please keep in mind ITC’s Identity Guidelines when designing your ePub. You may find them here.

We also offer a visual style guide in the next section to assist you in this process.

Step 4


The content owner writes and conceptualises the ePub.

Step 5


ITC’s project manager and owner sign off the text before the next phase.

Please keep in mind ITC’s Identity Guidelines when designing your ePub. You may find them here.

We also offer a visual style guide in the next section to assist you in this process.

Step 5


ITC’s project manager and content owner sign off the text before the next production phase commences.

Step 6


Where ITC cooperates with external parties, they must also approve the text content and length, flagging up any issues. They may have more experience in understanding what content to produce and what is superfluous.

Visual Sketches

If existing templates are in use, this phase may be skipped.

Step 7


The content owner produces a sketch outlining how the finished ePub should look. If cooperating with external contractors, they may provide a sketch of the suggested structure.

Step 8


The sketches are discussed, corrected and approved by the virtual team.

Wireframes

If existing templates are in use, this phase may be skipped.

Step 9


The main structure of the ePub is prepared in its virtual environment using placeholder boxes and text. The colours, design, interactions and animation are not yet added during this phase. If working with external parties, they will be responsible for this.

Consider this a virtual sketch, also known as a wireframe, which will help with the next phase of design. Typically, the wireframe is presented for the desktop version of the ePub first. After approval, other formats are designed. This will maximise efficiency, as an approved product on desktop is more quickly transported to other formats (including mobile). However, you may choose a responsive platform where all formats are created simultaneously, in which case, you may not need to provide wireframes for every layout.

Step 10


The virtual team discusses the wireframes and implements corrections. If working with an external contractor, the corrections are forwarded to them so that they can be applied.

If you have any structural changes regarding the position of the elements, deleting text, or other major design/placement corrections, this is the last chance to communicate them.

Designing (Phase One)

Step 11


Time to add design elements to the wireframes. This includes more refined shapes, colours, imagery and fonts. Interactive elements and animation may be added at the next stage of production, after the design is approved.

Step 12


The first version of the design is reviewed by the team and corrections are implemented or provided to an external contractor.

This is preferably done via an online mark-up tool to reduce the amount of emails in circulation and ensure correct version management.

Designing (Phase Two)

Step 13


The first cycle of corrections is applied and animations and interactions are created. If an external party is involved in designing the ePub, this task will naturally fall to them.

Step 14


The team reviews the second version of the design and provides/implements feedback.

Ask yourself:

  • Does each link work as expected?
  • Do animations/transitions work on scroll/click?
  • Is there any glitching?
  • Does it work on other devices?
  • Does it work on another browser?

Ideally, you won't need more than 2-3 rounds of corrections. The number of rounds of corrections is usually embedded in the contract with an external agency. Additional corrections may engender extra costs. If the work is fully executed internally, extra rounds may delay a launch or slow down other key ITC deliverables.

Sign-Off

Step 15


The team approves the ePub.

Alternative Layouts

Step 16


Even if you use a platform that automatically creates different layouts for desktop, tablet and mobile, please note that extra time may be needed for manual adjustments/testing, and should be factored into the timeline. Even in situations where you use an existing template, the fact that you'll have new content means that it should be verified and, most likely, adjusted to look good across all devices. A multi-device check and adjustment is almost always necessary.

Going Live

Step 17


Test - or ask a possible existing partner to test - the experience one final time in all browsers and existing layouts to make sure that no problems arise when the experience goes live. In the case of a standalone experience, SEO properties are defined, tracking is turned on and custom URLs are put into place, among others.

The International Trade Centre is the joint agency of the World Trade Organization and the United Nations.

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Questionnaire: What Is Your ePub About?